Cape Securities, Inc
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Cape Securities, Inc Employees
Employee
Years
Job
Industry
Mollie Moon Mollie Moon's Cape Securities, Inc Experience January 2013 - April 2014
Job Business Systems Analyst at Frontline Technologies
Industry Information Technology and Services
Experience
Frontline Technologies May 2014 - Present
Cape Securities, Inc January 2013 - April 2014
Bob Jones University August 2010 - December 2012
Cape Securities, Inc May 2012 - August 2012
Cape Securities, Inc May 2011 - August 2011
Cape Securities, Inc May 2010 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry
Education
Bob Jones University 2009 — 2012
Bachelor of Arts, Biblical Counseling
West Chester Christian School 1997 — 2009
Frontline Technologies May 2014 - Present
Cape Securities, Inc January 2013 - April 2014
Bob Jones University August 2010 - December 2012
Cape Securities, Inc May 2012 - August 2012
Cape Securities, Inc May 2011 - August 2011
Cape Securities, Inc May 2010 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry
Education
Bob Jones University 2009 — 2012
Bachelor of Arts, Biblical Counseling
West Chester Christian School 1997 — 2009
Buda Yao Buda Yao's Cape Securities, Inc Experience August 2012 - Present
Job Investment Adviser Representative at Cape Securities, Inc
Industry Financial Services
Experience
Cape Securities, Inc August 2012 - Present
Skills
Series 66, Series 7, Wealth Management, Investment Strategies, Investment Advisory, Technical Analysis, Fundamental Analysis, Financial Engineering
Education
City University of New York-Baruch College 2008 — 2013
BBA, Finance, 3.4
Baruch College
Bachelor of Business Administration (B.B.A.), Finance
Cape Securities, Inc August 2012 - Present
Skills
Series 66, Series 7, Wealth Management, Investment Strategies, Investment Advisory, Technical Analysis, Fundamental Analysis, Financial Engineering
Education
City University of New York-Baruch College 2008 — 2013
BBA, Finance, 3.4
Baruch College
Bachelor of Business Administration (B.B.A.), Finance
Siraj Tejani's Cape Securities, Inc Experience February 2012 - May 2012
Job Honors Graduate from Pace University
Industry Financial Services
Experience
JPMorgan Chase July 2013 - August 2013
Bank M Tanzania Limited June 2012 - August 2012
Cape Securities, Inc February 2012 - May 2012
Student Development and Campus Activities November 2010 - May 2012
Ocean Road Cancer Institute January 2008 - January 2009
Skills
Leadership, Budgets, Community Outreach, Research, Teamwork, Public Speaking, Customer Service, Analysis, Credit
Education
Pace University 2009 — 2013
BA, Finance
JPMorgan Chase July 2013 - August 2013
Bank M Tanzania Limited June 2012 - August 2012
Cape Securities, Inc February 2012 - May 2012
Student Development and Campus Activities November 2010 - May 2012
Ocean Road Cancer Institute January 2008 - January 2009
Skills
Leadership, Budgets, Community Outreach, Research, Teamwork, Public Speaking, Customer Service, Analysis, Credit
Education
Pace University 2009 — 2013
BA, Finance
Evan Scarola's Cape Securities, Inc Experience September 2011 - December 2011
Job Consultant at PawFlex Inc.
Industry Financial Services
Experience
PawFlex Inc. October 2011 - Present
Cape Securities, Inc September 2011 - December 2011
Skills
PowerPoint, Microsoft Word, Teamwork, Research, Bloomberg Terminal, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Kingsborough Community College 2008 — 2009
Associate of Arts (AA), Liberal Arts and Sciences
PawFlex Inc. October 2011 - Present
Cape Securities, Inc September 2011 - December 2011
Skills
PowerPoint, Microsoft Word, Teamwork, Research, Bloomberg Terminal, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Kingsborough Community College 2008 — 2009
Associate of Arts (AA), Liberal Arts and Sciences
Anthony Ghiglieri Anthony Ghiglieri's Cape Securities, Inc Experience April 2012 - January 2013
Job AVP Premier Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC February 2013 - Present
Cape Securities, Inc April 2012 - January 2013
Chase November 2011 - February 2012
Synergy Investment Group January 2011 - August 2011
Costco Wholesale October 2006 - October 2010
Skills
Credit, Finance, Financial Advisory, Financial Planning, Residential Mortgages, Sales, Series 7, Series 63, Life Insurance, Financial Services, Investments, Portfolio Management, Wealth Management, Retirement Planning, Financial Analysis, Retirement, Insurance, Relationship Management
Education
Dowling College 2005 — 2009
Associate's degree, Business Managment/Marketing
Suffolk County Community College 2007 — 2008
Associates Degree, Criminal Justice
Dowling College
Business Management and Marketing
Suffolk Community College
Associates Degree, Criminal Justice
HSBC February 2013 - Present
Cape Securities, Inc April 2012 - January 2013
Chase November 2011 - February 2012
Synergy Investment Group January 2011 - August 2011
Costco Wholesale October 2006 - October 2010
Skills
Credit, Finance, Financial Advisory, Financial Planning, Residential Mortgages, Sales, Series 7, Series 63, Life Insurance, Financial Services, Investments, Portfolio Management, Wealth Management, Retirement Planning, Financial Analysis, Retirement, Insurance, Relationship Management
Education
Dowling College 2005 — 2009
Associate's degree, Business Managment/Marketing
Suffolk County Community College 2007 — 2008
Associates Degree, Criminal Justice
Dowling College
Business Management and Marketing
Suffolk Community College
Associates Degree, Criminal Justice
Saima Safa's Cape Securities, Inc Experience January 2013 - July 2013
Job Accounting Intern at Conversion Partners
Industry Accounting
Experience
Nomura Holding America June 2015 - August 2015
Conversion Partners October 2014 - June 2015
New York District Attorney's Office January 2014 - August 2014
Pace University Lubin Undergrad Advisment Office July 2013 - January 2014
Cape Securities, Inc January 2013 - July 2013
ClassWish.org December 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, QuickBooks, PowerPoint, Teamwork, Bookkeeping
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Arts (BA), Accounting
Pace University - Lubin School of Business 2011 — 2015
Bachelor's degree, Accounting
Nomura Holding America June 2015 - August 2015
Conversion Partners October 2014 - June 2015
New York District Attorney's Office January 2014 - August 2014
Pace University Lubin Undergrad Advisment Office July 2013 - January 2014
Cape Securities, Inc January 2013 - July 2013
ClassWish.org December 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, QuickBooks, PowerPoint, Teamwork, Bookkeeping
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Arts (BA), Accounting
Pace University - Lubin School of Business 2011 — 2015
Bachelor's degree, Accounting
Maria Coello's Cape Securities, Inc Experience January 2014 - 2014
Job Bilingual Management Professional
Industry Financial Services
Experience
Target June 2014 - Present
Cape Securities, Inc January 2014 - 2014
Henry County Tax Commissioner March 2011 - June 2013
Zaxby's Inc. February 2007 - June 2009
The Wendy's Company October 2005 - February 2007
Skills
Customer focus,..., Restaurant Management, Banking, Training, Accounting, Hiring, Coaching, Microsoft Excel, Microsoft Word, Hospitality, Restaurants, Employee Training, Customer Service, Team Leadership, Store Management, Inventory Management, Time Management, Teamwork, Management, Leadership, Team Building, Employee Relations
Education
Clayton State University 2011 — 2015
Bachelor of Science (BS), Integrative Studies, Organizational Leadership. Minor in Business, 3.7
Clayton State University 2012 — 2014
Associate of Science (A.S.), Integrative Studies, 3.7
Mercer University 2013 — 2014
Bachelor of applied science, Organizational leadership, 4.0
Target June 2014 - Present
Cape Securities, Inc January 2014 - 2014
Henry County Tax Commissioner March 2011 - June 2013
Zaxby's Inc. February 2007 - June 2009
The Wendy's Company October 2005 - February 2007
Skills
Customer focus,..., Restaurant Management, Banking, Training, Accounting, Hiring, Coaching, Microsoft Excel, Microsoft Word, Hospitality, Restaurants, Employee Training, Customer Service, Team Leadership, Store Management, Inventory Management, Time Management, Teamwork, Management, Leadership, Team Building, Employee Relations
Education
Clayton State University 2011 — 2015
Bachelor of Science (BS), Integrative Studies, Organizational Leadership. Minor in Business, 3.7
Clayton State University 2012 — 2014
Associate of Science (A.S.), Integrative Studies, 3.7
Mercer University 2013 — 2014
Bachelor of applied science, Organizational leadership, 4.0
Joseph Donovan Joseph Donovan's Cape Securities, Inc Experience June 2009 - Present
Job Cape Securities
Industry Financial Services
Experience
Cape Securities, Inc June 2009 - Present
UBS November 2006 - April 2009
Courtney, Donovan, & Hutchins January 2004 - November 2006
BOC Gases January 1998 - January 2004
Integrated Oxygen Systems Inc. September 1994 - January 1998
Air Liquide, DEGUSSA and Management Recruiters November 1982 - August 1994
Skills
Start-ups, Business Development, Strategy, Change Management, Portfolio Management, Product Development, CRM, Sales, Management, Consulting, Sales Operations, Key Account Management, Project Management, New Business Development, Business Intelligence, Management Consulting, Marketing, Finance, Chemical Engineering, Project Finance
Education
Georgia Institute of Technology 1978 — 1982
ChE, chemical engineering
Creighton University 1976 — 1978
Chemistry
Cape Securities, Inc June 2009 - Present
UBS November 2006 - April 2009
Courtney, Donovan, & Hutchins January 2004 - November 2006
BOC Gases January 1998 - January 2004
Integrated Oxygen Systems Inc. September 1994 - January 1998
Air Liquide, DEGUSSA and Management Recruiters November 1982 - August 1994
Skills
Start-ups, Business Development, Strategy, Change Management, Portfolio Management, Product Development, CRM, Sales, Management, Consulting, Sales Operations, Key Account Management, Project Management, New Business Development, Business Intelligence, Management Consulting, Marketing, Finance, Chemical Engineering, Project Finance
Education
Georgia Institute of Technology 1978 — 1982
ChE, chemical engineering
Creighton University 1976 — 1978
Chemistry
Dakota Papke's Cape Securities, Inc Experience July 2014 - April 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Cape Securities, Inc July 2014 - April 2015
AAA Parking July 2010 - December 2014
Cape Securities, Inc November 2013 - July 2014
Skills
Microsoft Excel, Customer Service, Team Leadership, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, English, Social Networking, Time Management, Leadership, Finance, Financial Analysis, Investments
Education
Georgia State University 2010 — 2014
Bachelor's Degree, Business Economics, 3.72
Georgia State University 2010 — 2014
Bachelor’s Degree, Finance, 3.72
Fidelity Investments April 2015 - Present
Cape Securities, Inc July 2014 - April 2015
AAA Parking July 2010 - December 2014
Cape Securities, Inc November 2013 - July 2014
Skills
Microsoft Excel, Customer Service, Team Leadership, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, English, Social Networking, Time Management, Leadership, Finance, Financial Analysis, Investments
Education
Georgia State University 2010 — 2014
Bachelor's Degree, Business Economics, 3.72
Georgia State University 2010 — 2014
Bachelor’s Degree, Finance, 3.72
Lloyd Duberry Jr Lloyd Duberry Jr's Cape Securities, Inc Experience May 2013 - August 2013
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
New York City Office of the Comptroller June 2014 - August 2014
Cape Securities, Inc May 2013 - August 2013
TMF Group March 2010 - July 2012
Equity Trust August 2009 - February 2010
Skills
Financial Analysis, Due Diligence, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Corporate Finance, Software Documentation, Microsoft Word, Teamwork, Public Speaking, Financial Services, Team Leadership, Outlook, Social Media, Leadership, Event Planning, Corporate Governance, Social Networking, Fundraising, Customer Service, Motivation, Event Management, Research, Offshore, Tutoring, ViewPoint Database..., Corporate Administration, Solution Finding, Citrix, Minitab, Internet Applications, Administrative Assistant, Report Writing, Economics, Finance, Data Analysis, Nonprofits, Bloomberg, Financial Modeling
Education
Pace University - Lubin School of Business 2013 — 2015
Dual Masters of Business Administration, Financial Management and International Economics
Pace University - Lubin School of Business 2007 — 2009
Bachelors of Business Administration, Finance, 3.71
H. Lavity Stoutt Community College 2004 — 2006
Associate of Science (A.S.), Business Adminstration, 3.77
JPMorgan Chase & Co. August 2015 - Present
New York City Office of the Comptroller June 2014 - August 2014
Cape Securities, Inc May 2013 - August 2013
TMF Group March 2010 - July 2012
Equity Trust August 2009 - February 2010
Skills
Financial Analysis, Due Diligence, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Corporate Finance, Software Documentation, Microsoft Word, Teamwork, Public Speaking, Financial Services, Team Leadership, Outlook, Social Media, Leadership, Event Planning, Corporate Governance, Social Networking, Fundraising, Customer Service, Motivation, Event Management, Research, Offshore, Tutoring, ViewPoint Database..., Corporate Administration, Solution Finding, Citrix, Minitab, Internet Applications, Administrative Assistant, Report Writing, Economics, Finance, Data Analysis, Nonprofits, Bloomberg, Financial Modeling
Education
Pace University - Lubin School of Business 2013 — 2015
Dual Masters of Business Administration, Financial Management and International Economics
Pace University - Lubin School of Business 2007 — 2009
Bachelors of Business Administration, Finance, 3.71
H. Lavity Stoutt Community College 2004 — 2006
Associate of Science (A.S.), Business Adminstration, 3.77
Nicholas Brodeur Nicholas Brodeur's Cape Securities, Inc Experience January 2012 - May 2012
Job JP Morgan Analyst
Industry Investment Management
Experience
JPMorgan Chase June 2012 - Present
Cape Securities, Inc January 2012 - May 2012
Oakey Investment Club January 2009 - January 2010
Skills
Microsoft Excel, Portfolio Management, Finance, Securities, Leadership, Management, Market Research, Mutual Funds, Bloomberg, Research, Equities, Financial Analysis, Investment Strategies, Bloomberg Terminal, Financial Modeling
Education
Pace University 2010 — 2014
Bachelor of Business Administration (BBA), Major in Finance, minor in Economics, cum laude. 3.6 GPA; Finance/Econ GPA 3.9
GMHS
JPMorgan Chase June 2012 - Present
Cape Securities, Inc January 2012 - May 2012
Oakey Investment Club January 2009 - January 2010
Skills
Microsoft Excel, Portfolio Management, Finance, Securities, Leadership, Management, Market Research, Mutual Funds, Bloomberg, Research, Equities, Financial Analysis, Investment Strategies, Bloomberg Terminal, Financial Modeling
Education
Pace University 2010 — 2014
Bachelor of Business Administration (BBA), Major in Finance, minor in Economics, cum laude. 3.6 GPA; Finance/Econ GPA 3.9
GMHS
Judy Newcomb Judy Newcomb's Cape Securities, Inc Experience 2014 - Present
Job Attorney at Cape Securities, Inc
Industry Law Practice
Experience
Cape Securities, Inc 2014 - Present
Attorney at Law 2011 - Present
Baldwin County March 2006 - January 2011
Skills
Civil Litigation, Litigation, Family Law, Courts, Legal Research, Personal Injury, Bankruptcy, Criminal Defense, Legal Writing, Commercial Litigation, Appeals, Wills, Mediation, Westlaw, Juvenile Law, Personal Injury..., Medical Malpractice, Product Liability, White Collar Criminal..., Arbitration, Legal Assistance, Wrongful Death, Domestic Relations, Trade Secrets, Class Actions, Business Litigation, Corporate Law, Trials, Administrative Law, Employment Law, Depositions, Hearings, Dispute Resolution, Trial Practice, Torts, Automobile Accidents, Legal Issues, Immigration Law, Litigation Support, Trusts, Constitutional Law, Elder Law, Consumer Law, Estate Planning, Motions, Jury Trials, Construction Law, Appellate Practice, Alternative Dispute..., Prosecution
Education
Thomas Jefferson School of Law 2011 — 2012
L.L.M, International Tax & Financial Services/Risk Compliance, Summa Cum Laude
Cumberland School of Law 1976 — 1979
J.D., Law
Cape Securities, Inc 2014 - Present
Attorney at Law 2011 - Present
Baldwin County March 2006 - January 2011
Skills
Civil Litigation, Litigation, Family Law, Courts, Legal Research, Personal Injury, Bankruptcy, Criminal Defense, Legal Writing, Commercial Litigation, Appeals, Wills, Mediation, Westlaw, Juvenile Law, Personal Injury..., Medical Malpractice, Product Liability, White Collar Criminal..., Arbitration, Legal Assistance, Wrongful Death, Domestic Relations, Trade Secrets, Class Actions, Business Litigation, Corporate Law, Trials, Administrative Law, Employment Law, Depositions, Hearings, Dispute Resolution, Trial Practice, Torts, Automobile Accidents, Legal Issues, Immigration Law, Litigation Support, Trusts, Constitutional Law, Elder Law, Consumer Law, Estate Planning, Motions, Jury Trials, Construction Law, Appellate Practice, Alternative Dispute..., Prosecution
Education
Thomas Jefferson School of Law 2011 — 2012
L.L.M, International Tax & Financial Services/Risk Compliance, Summa Cum Laude
Cumberland School of Law 1976 — 1979
J.D., Law
Anshula Puri's Cape Securities, Inc Experience May 2011 - July 2011
Job Regulatory Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
New York Daily News June 2012 - May 2013
UBS January 2012 - May 2012
NYC Department of City Planning June 2011 - January 2012
Cape Securities, Inc May 2011 - July 2011
Barneys New York July 2008 - August 2008
Skills
Microsoft Excel, Finance, Research, Bloomberg Terminal, Microsoft Office, Microsoft Word, Sales, Bloomberg, PowerPoint, Management, Accounting, Portfolio Management, Teamwork, Customer Service, Data Entry, Team Leadership, Outlook, Analysis, Data Analysis, Marketing, Financial Analysis, Financial Modeling, Access, Financial Accounting, Leadership, Budgets, Economics, Market Research, Risk Management, SPSS, Time Management, Spanish, Social Media
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Morgan Stanley October 2013 - Present
New York Daily News June 2012 - May 2013
UBS January 2012 - May 2012
NYC Department of City Planning June 2011 - January 2012
Cape Securities, Inc May 2011 - July 2011
Barneys New York July 2008 - August 2008
Skills
Microsoft Excel, Finance, Research, Bloomberg Terminal, Microsoft Office, Microsoft Word, Sales, Bloomberg, PowerPoint, Management, Accounting, Portfolio Management, Teamwork, Customer Service, Data Entry, Team Leadership, Outlook, Analysis, Data Analysis, Marketing, Financial Analysis, Financial Modeling, Access, Financial Accounting, Leadership, Budgets, Economics, Market Research, Risk Management, SPSS, Time Management, Spanish, Social Media
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
Congcong Li Congcong Li's Cape Securities, Inc Experience January 2013 - March 2013
Job Finance Professional, Master Student
Industry Investment Management
Experience
UBS Wealth Management July 2013 - August 2013
Cape Securities, Inc January 2013 - March 2013
Jinniu Investment Company July 2012 - August 2012
Guangfa Securities June 2012 - July 2012
China Construction Bank August 2010 - September 2010
Agricultural Bank of China January 2008 - February 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Corporate Finance, Investments, Equity Research, Portfolio Management, Equities, Microsoft Excel, Derivatives, Economics
Education
Pace University - Lubin School of Business 2011 — 2013
Master's degree, Investment Management
Southwestern University of Finance and Economics 2007 — 2011
Bachelor's degree, Finance, General, 3.5
UBS Wealth Management July 2013 - August 2013
Cape Securities, Inc January 2013 - March 2013
Jinniu Investment Company July 2012 - August 2012
Guangfa Securities June 2012 - July 2012
China Construction Bank August 2010 - September 2010
Agricultural Bank of China January 2008 - February 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Corporate Finance, Investments, Equity Research, Portfolio Management, Equities, Microsoft Excel, Derivatives, Economics
Education
Pace University - Lubin School of Business 2011 — 2013
Master's degree, Investment Management
Southwestern University of Finance and Economics 2007 — 2011
Bachelor's degree, Finance, General, 3.5
Eric Levine Eric Levine's Cape Securities, Inc Experience September 2015 - Present
Job President at Cape Securities
Industry Financial Services
Experience
Cape Securities, Inc September 2015 - Present
Realty Capital Securities October 2012 - September 2015
LinkedFA August 2011 - October 2012
Investacorp, Inc. June 1998 - August 2011
Investacorp, Inc. 1998 - 2010
Skills
Alternative Investments, Business Development, Due Diligence, Employee Benefits, Investment Strategies, Investments, Leadership, Mutual Funds, New Business Development, Sales, Securities, Series 63, Series 7, Wealth Management
Education
Florida Atlantic University 2005 — 2006
CFP
Eastern Connecticut State University 1982 — 1986
Political Science, History
Cape Securities, Inc September 2015 - Present
Realty Capital Securities October 2012 - September 2015
LinkedFA August 2011 - October 2012
Investacorp, Inc. June 1998 - August 2011
Investacorp, Inc. 1998 - 2010
Skills
Alternative Investments, Business Development, Due Diligence, Employee Benefits, Investment Strategies, Investments, Leadership, Mutual Funds, New Business Development, Sales, Securities, Series 63, Series 7, Wealth Management
Education
Florida Atlantic University 2005 — 2006
CFP
Eastern Connecticut State University 1982 — 1986
Political Science, History
Yash Acharya Yash Acharya's Cape Securities, Inc Experience September 2014 - November 2014
Job Operations Analyst at Sumitomo Mitsui Trust Bank (U.S.A) Limited
Industry Financial Services
Experience
Sumitomo Mitsui Trust Bank (U.S.A) Limited September 2015 - Present
Brentwood Pharmacy December 2014 - January 2015
Cape Securities, Inc September 2014 - November 2014
Pancholi Equity Group May 2014 - August 2014
Ramada Plaza Long Island June 2011 - August 2013
Skills
Investments, Finance, Management, Leadership, Financial Planning, Financial Services, Customer Service, Portfolio Management, Time Management, Social Media, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Investments
Half Hollow Hills High School East 2009 — 2013
Diploma
Sumitomo Mitsui Trust Bank (U.S.A) Limited September 2015 - Present
Brentwood Pharmacy December 2014 - January 2015
Cape Securities, Inc September 2014 - November 2014
Pancholi Equity Group May 2014 - August 2014
Ramada Plaza Long Island June 2011 - August 2013
Skills
Investments, Finance, Management, Leadership, Financial Planning, Financial Services, Customer Service, Portfolio Management, Time Management, Social Media, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor of Business Administration (BBA), Finance & Investments
Half Hollow Hills High School East 2009 — 2013
Diploma
Ainash Bekmurzina Ainash Bekmurzina's Cape Securities, Inc Experience February 2013 - May 2013
Job Pwc, Assurance Services Asset Management Inern
Industry Accounting
Experience
PwC January 2014 - April 2014
New York County District Attorney's Office September 2013 - December 2013
Pace University September 2013 - December 2013
Cape Securities, Inc February 2013 - May 2013
VITA February 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, QuickBooks, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Financial Reporting, Teamwork, Tax, Auditing, Research, Accounts Payable, Access, Income Tax, Outlook, Accounts Receivable, Tax Accounting, US GAAP, GAAP, Sales, Finance, Financial Modeling, General Ledger, Bloomberg Terminal, Valuation, Tax Preparation, Sarbanes-Oxley Act, Time Management, Internal Controls, SAP, Account Reconciliation, CPA, Bloomberg, Managerial Finance
Education
Pace University - Lubin School of Business 2012 — 2015
MBA, Accounting
Kaplan new york 2011 — 2012
PwC January 2014 - April 2014
New York County District Attorney's Office September 2013 - December 2013
Pace University September 2013 - December 2013
Cape Securities, Inc February 2013 - May 2013
VITA February 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, QuickBooks, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Financial Reporting, Teamwork, Tax, Auditing, Research, Accounts Payable, Access, Income Tax, Outlook, Accounts Receivable, Tax Accounting, US GAAP, GAAP, Sales, Finance, Financial Modeling, General Ledger, Bloomberg Terminal, Valuation, Tax Preparation, Sarbanes-Oxley Act, Time Management, Internal Controls, SAP, Account Reconciliation, CPA, Bloomberg, Managerial Finance
Education
Pace University - Lubin School of Business 2012 — 2015
MBA, Accounting
Kaplan new york 2011 — 2012
corey monath corey monath's Cape Securities, Inc Experience August 2012 - Present
Job Financial Advisor at Cape Securities, Inc
Industry Financial Services
Experience
Cape Securities, Inc August 2012 - Present
John Thomas Financial February 2012 - August 2012
BidForMaterials.com January 2008 - 2010
Education
Suffolk County Community College 2005 — 2008
Associates, Photography, marketing, liberal arts.
Cape Securities, Inc August 2012 - Present
John Thomas Financial February 2012 - August 2012
BidForMaterials.com January 2008 - 2010
Education
Suffolk County Community College 2005 — 2008
Associates, Photography, marketing, liberal arts.
Sijia (Jessica) Yang Sijia (Jessica) Yang's Cape Securities, Inc Experience October 2013 - February 2014
Job
Industry Accounting
Experience
Credit Advocates October 2014 - January 2015
IRS - Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
Cape Securities, Inc October 2013 - February 2014
IRS - Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Reporting
Education
Pace University 2012 — 2015
Master's degree, Accounting
Harbin Normal University 2007 — 2011
Bachelor's degree, English/Language Arts Teacher Education
Credit Advocates October 2014 - January 2015
IRS - Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
Cape Securities, Inc October 2013 - February 2014
IRS - Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Reporting
Education
Pace University 2012 — 2015
Master's degree, Accounting
Harbin Normal University 2007 — 2011
Bachelor's degree, English/Language Arts Teacher Education
Usamah Ali Afzal's Cape Securities, Inc Experience October 2013 - November 2013
Job Summer Analyst at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings June 2015 - August 2015
Deloitte January 2015 - March 2015
KARBONE February 2014 - June 2014
Cape Securities, Inc October 2013 - November 2013
University at Buffalo August 2012 - May 2013
Pakistan Student Association August 2012 - May 2013
Family Energy July 2011 - August 2011
Skills
Valuation, Credit Analysis, Corporate Finance, Public Speaking, Research, Financial Modeling, Distressed Debt, Financial Analysis, Project Management, Strategy, Matlab, Statistics, Data Analysis, C++
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Finance, Mathematics, 3.96/4.00
State University of New York at Buffalo 2011 — 2013
Bachelor of Science (BS), Chemical Engineering, 3.75/4.00
Stuyvesant High School 2007 — 2011
Fitch Ratings June 2015 - August 2015
Deloitte January 2015 - March 2015
KARBONE February 2014 - June 2014
Cape Securities, Inc October 2013 - November 2013
University at Buffalo August 2012 - May 2013
Pakistan Student Association August 2012 - May 2013
Family Energy July 2011 - August 2011
Skills
Valuation, Credit Analysis, Corporate Finance, Public Speaking, Research, Financial Modeling, Distressed Debt, Financial Analysis, Project Management, Strategy, Matlab, Statistics, Data Analysis, C++
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Finance, Mathematics, 3.96/4.00
State University of New York at Buffalo 2011 — 2013
Bachelor of Science (BS), Chemical Engineering, 3.75/4.00
Stuyvesant High School 2007 — 2011
Brad (Miaoyue) Sun's Cape Securities, Inc Experience June 2015 - July 2015
Job Chief Executive Agent at Starsinvest
Industry Financial Services
Experience
Starsinvest September 2015 - Present
Skyline Capital June 2015 - Present
Beta Alpha Psi at Pace University April 2015 - Present
Cape Securities, Inc June 2015 - July 2015
AXA Advisors March 2015 - May 2015
Agricultural Bank of China June 2013 - August 2013
Jiecheng Education Institute June 2012 - August 2012
Skills
PowerPoint, Teamwork, Public Speaking, Financial Accounting, Microsoft Word, Management, Microsoft Excel, Leadership, Portfolio Management, DCF Valuation, Mandarin, Data Analysis, Sales, Research, Social Media, Valuation, Financial Modeling, Equity Research, Value Investing, Investment Banking
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (M.B.A.), M.B.A. in Investment Management, GPA: 3.62/4.00
Jiangsu University 2010 — 2014
Bachelor's Degree, English/Language Arts Teacher Education
Starsinvest September 2015 - Present
Skyline Capital June 2015 - Present
Beta Alpha Psi at Pace University April 2015 - Present
Cape Securities, Inc June 2015 - July 2015
AXA Advisors March 2015 - May 2015
Agricultural Bank of China June 2013 - August 2013
Jiecheng Education Institute June 2012 - August 2012
Skills
PowerPoint, Teamwork, Public Speaking, Financial Accounting, Microsoft Word, Management, Microsoft Excel, Leadership, Portfolio Management, DCF Valuation, Mandarin, Data Analysis, Sales, Research, Social Media, Valuation, Financial Modeling, Equity Research, Value Investing, Investment Banking
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (M.B.A.), M.B.A. in Investment Management, GPA: 3.62/4.00
Jiangsu University 2010 — 2014
Bachelor's Degree, English/Language Arts Teacher Education
Yanmei Huang Yanmei Huang's Cape Securities, Inc Experience September 2015 - Present
Job Student at Baruch College, City University of New York (CUNY)
Industry Financial Services
Experience
Cape Securities, Inc September 2015 - Present
RE/MAX August 2015 - September 2015
Agricultural Bank of China June 2015 - July 2015
ViVi August 2014 - November 2014
Delta Learning Center February 2014 - May 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Tutoring, Social Media, PowerPoint, Sales, English, Time Management, Teamwork, Cashiering
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor’s Degree, Finance & Investment
Bishop Kearney High School 2009 — 2013
High School, 4.0/4/0
Cape Securities, Inc September 2015 - Present
RE/MAX August 2015 - September 2015
Agricultural Bank of China June 2015 - July 2015
ViVi August 2014 - November 2014
Delta Learning Center February 2014 - May 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Tutoring, Social Media, PowerPoint, Sales, English, Time Management, Teamwork, Cashiering
Education
Baruch College, City University of New York (CUNY) 2013 — 2017
Bachelor’s Degree, Finance & Investment
Bishop Kearney High School 2009 — 2013
High School, 4.0/4/0
Maurice Ng's Cape Securities, Inc Experience November 2013 - January 2014
Job Private Equity Analyst at Farol Asset Management, LP
Industry Venture Capital & Private Equity
Experience
Farol Asset Management, LP February 2015 - Present
Baruch Consulting Club February 2015 - Present
J.P. Morgan May 2014 - August 2014
Credit Suisse March 2014 - May 2014
Complex Media January 2014 - May 2014
G.S. Investments January 2014 - May 2014
ClassWish.org January 2014 - April 2014
Cape Securities, Inc November 2013 - January 2014
NYU Langone Medical Center September 2012 - September 2013
Education
The Chinese University of Hong Kong 2011 — 2011
Bachelor’s Degree, Traditional Oriental Medicine (Summer Study Abroad Program), 4.0
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor’s Degree, Finance & Investments and Physics, Summa Cum Laude 3.9
University of Pennsylvania - The Wharton School 2014 — 2014
MBA Foundation Business Programs- Global Economic Trends Analysis For Business and Society
Heritage Flight Academy 2012 — 2013
Aviation, Aviation/Airway Management and Operations
Farol Asset Management, LP February 2015 - Present
Baruch Consulting Club February 2015 - Present
J.P. Morgan May 2014 - August 2014
Credit Suisse March 2014 - May 2014
Complex Media January 2014 - May 2014
G.S. Investments January 2014 - May 2014
ClassWish.org January 2014 - April 2014
Cape Securities, Inc November 2013 - January 2014
NYU Langone Medical Center September 2012 - September 2013
Education
The Chinese University of Hong Kong 2011 — 2011
Bachelor’s Degree, Traditional Oriental Medicine (Summer Study Abroad Program), 4.0
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor’s Degree, Finance & Investments and Physics, Summa Cum Laude 3.9
University of Pennsylvania - The Wharton School 2014 — 2014
MBA Foundation Business Programs- Global Economic Trends Analysis For Business and Society
Heritage Flight Academy 2012 — 2013
Aviation, Aviation/Airway Management and Operations
Yang Han's Cape Securities, Inc Experience September 2013 - December 2013
Job Project Manager at Tax 1on1, Inc
Industry Accounting
Experience
Tax 1on1, Inc July 2015 - Present
Pace University September 2014 - December 2014
PwC July 2014 - August 2014
Kaffco & Co, Inc. February 2014 - May 2014
Cape Securities, Inc September 2013 - December 2013
MicroVention July 2007 - July 2012
Shengxin Medical Technology Co. Ltd. October 2006 - July 2007
Maersk Line October 2005 - April 2006
Skills
Aura, Accounting, Microsoft Word, Microsoft Excel, Financial Reporting, Account Reconciliation, Mandarin, Access, Team Leadership, Tax Preparation, UltraTax, US GAAP, Finance, QuickBooks, Auditing, PowerPoint, Financial Accounting
Education
Pace University 2012 — 2015
Master of Science (MS), Accounting, GPA: 3.7
Beijing Jiaotong University 2002 — 2006
Bachelor's degree, Tourism Management
Tax 1on1, Inc July 2015 - Present
Pace University September 2014 - December 2014
PwC July 2014 - August 2014
Kaffco & Co, Inc. February 2014 - May 2014
Cape Securities, Inc September 2013 - December 2013
MicroVention July 2007 - July 2012
Shengxin Medical Technology Co. Ltd. October 2006 - July 2007
Maersk Line October 2005 - April 2006
Skills
Aura, Accounting, Microsoft Word, Microsoft Excel, Financial Reporting, Account Reconciliation, Mandarin, Access, Team Leadership, Tax Preparation, UltraTax, US GAAP, Finance, QuickBooks, Auditing, PowerPoint, Financial Accounting
Education
Pace University 2012 — 2015
Master of Science (MS), Accounting, GPA: 3.7
Beijing Jiaotong University 2002 — 2006
Bachelor's degree, Tourism Management
Hasnain Ali's Cape Securities, Inc Experience May 2011 - August 2011
Job Investment Research Analyst, Private Banking at Webster Bank
Industry Financial Services
Experience
Webster Bank June 2014 - Present
SuttonPark Capital LLC August 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - September 2012
Cape Securities, Inc May 2011 - August 2011
Skills
Finance, Portfolio Management, Valuation, Morningstar, Corporate Finance, Hedging, Quantitative Finance, Quantitative Risk, Financial Risk, Business Analysis, Risk Management, Strategic Financial..., Financial Analysis, Financial Markets, Wealth Management, Mutual Funds, Bloomberg Terminal, Equity Research, Hedge Funds, Securities, Fixed Income, Equity Valuation, Alternative Investments, Economics, Investment Banking, Financial Modeling, Bonds, Investment Strategies, Derivatives, Asset Allocation, Morningstar Direct, FactSet, ARGUS, Bloomberg, Equities, Capital Markets, Covariance Matrix, Analysis, Leadership, Investments, Accounting, Data Analysis, Asset Management, Financial Services, Private Equity, Private Banking, Emerging Markets, Investment Management, Credit, Banking
Education
Pace University - Lubin School of Business 2010 — 2013
Bachelor's Degree, Finance and Economics
Webster Bank June 2014 - Present
SuttonPark Capital LLC August 2013 - November 2013
Morgan Stanley Wealth Management June 2012 - September 2012
Cape Securities, Inc May 2011 - August 2011
Skills
Finance, Portfolio Management, Valuation, Morningstar, Corporate Finance, Hedging, Quantitative Finance, Quantitative Risk, Financial Risk, Business Analysis, Risk Management, Strategic Financial..., Financial Analysis, Financial Markets, Wealth Management, Mutual Funds, Bloomberg Terminal, Equity Research, Hedge Funds, Securities, Fixed Income, Equity Valuation, Alternative Investments, Economics, Investment Banking, Financial Modeling, Bonds, Investment Strategies, Derivatives, Asset Allocation, Morningstar Direct, FactSet, ARGUS, Bloomberg, Equities, Capital Markets, Covariance Matrix, Analysis, Leadership, Investments, Accounting, Data Analysis, Asset Management, Financial Services, Private Equity, Private Banking, Emerging Markets, Investment Management, Credit, Banking
Education
Pace University - Lubin School of Business 2010 — 2013
Bachelor's Degree, Finance and Economics
Matthew Guinn, CFP® Matthew Guinn, CFP®'s Cape Securities, Inc Experience August 2015 - Present
Job Managing Director at Cape Investment Advisory, Inc.
Industry Financial Services
Experience
Cape Investment Advisory, Inc. August 2015 - Present
Cape Securities, Inc August 2015 - Present
The Piedmont Group of Atlanta, LLC August 2013 - August 2015
MetLife December 2011 - August 2013
Edward Jones November 2009 - October 2011
Addison Avenue Federal Credit Union March 2008 - November 2009
Merrill Lynch April 2007 - March 2008
Papa Johns June 2000 - April 2005
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, IRAs, Financial Services, Small Business, Finance, Series 63, Six Sigma Black Belt, Series 7, Disability Insurance, Financial Analysis, Risk Management, Long Term Care Insurance, 401k, Financial Planning, Life Insurance
Education
The American College 2014 — 2015
CFP
North Carolina State University 1996 — 2006
Bachelor of Arts, Chemistry
Cape Investment Advisory, Inc. August 2015 - Present
Cape Securities, Inc August 2015 - Present
The Piedmont Group of Atlanta, LLC August 2013 - August 2015
MetLife December 2011 - August 2013
Edward Jones November 2009 - October 2011
Addison Avenue Federal Credit Union March 2008 - November 2009
Merrill Lynch April 2007 - March 2008
Papa Johns June 2000 - April 2005
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, IRAs, Financial Services, Small Business, Finance, Series 63, Six Sigma Black Belt, Series 7, Disability Insurance, Financial Analysis, Risk Management, Long Term Care Insurance, 401k, Financial Planning, Life Insurance
Education
The American College 2014 — 2015
CFP
North Carolina State University 1996 — 2006
Bachelor of Arts, Chemistry
Shanjun(Eric) Liao's Cape Securities, Inc Experience June 2013 - August 2013
Job Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank 2015 - 2015
Nomura Securities June 2014 - August 2014
Cape Securities, Inc June 2013 - August 2013
Cerullo Learning Assistance Center March 2011 - December 2012
Plasticolor June 2012 - August 2012
Skills
Bloomberg Terminal, MS Excel Pivot Tables, V Lookups, Sumif, PowerPoint, SPSS, Regression Analysis, Quantitative Analytics, Prezi, Microsoft Word, Business Statistics, Accounting, Analysis, Statistics, Financial Accounting, Economics, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Bachelor of Science (BS), Finance and Economics, Cum Laude, Sigma Alpha Pi
Deutsche Bank 2015 - 2015
Nomura Securities June 2014 - August 2014
Cape Securities, Inc June 2013 - August 2013
Cerullo Learning Assistance Center March 2011 - December 2012
Plasticolor June 2012 - August 2012
Skills
Bloomberg Terminal, MS Excel Pivot Tables, V Lookups, Sumif, PowerPoint, SPSS, Regression Analysis, Quantitative Analytics, Prezi, Microsoft Word, Business Statistics, Accounting, Analysis, Statistics, Financial Accounting, Economics, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Bachelor of Science (BS), Finance and Economics, Cum Laude, Sigma Alpha Pi
Vicki Kupfner Vicki Kupfner's Cape Securities, Inc Experience 2015 - Present
Job Insurance and Financial Service provider
Industry Financial Services
Experience
Superior Insurance and Financial Services March 2015 - Present
Cape Securities, Inc 2015 - Present
Superior Chamber of Commerce 2000 - Present
Louisville Chamber Leads 2008 - Present
National Planning Corporation (NPC) December 2012 - March 2015
American Family Insurance November 1997 - November 2012
Skills
Life Insurance, Investments, Term Life Insurance, Retirement planning and..., Business retirement..., IRAs, Fixed Annuities, Whole Life, Brokers, Employee Benefits, Small Business, Disability Insurance, Health Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Umbrella Insurance, Homeowners, Commercial Lines
Education
University of Northern Colorado 1980 — 1981
boulder
Superior Insurance and Financial Services March 2015 - Present
Cape Securities, Inc 2015 - Present
Superior Chamber of Commerce 2000 - Present
Louisville Chamber Leads 2008 - Present
National Planning Corporation (NPC) December 2012 - March 2015
American Family Insurance November 1997 - November 2012
Skills
Life Insurance, Investments, Term Life Insurance, Retirement planning and..., Business retirement..., IRAs, Fixed Annuities, Whole Life, Brokers, Employee Benefits, Small Business, Disability Insurance, Health Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Liability, Umbrella Insurance, Homeowners, Commercial Lines
Education
University of Northern Colorado 1980 — 1981
boulder
Vincent Carestia Vincent Carestia's Cape Securities, Inc Experience January 2011 - August 2013
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Merrill Lynch August 2013 - Present
Cape Securities, Inc January 2011 - August 2013
Skills
Equities, Series 7, Investments, Securities, Investment Strategies, Series 63, Asset Management, Bonds, Portfolio Management, Equity Research, Bloomberg, Valuation
Education
Pace University 2010 — 2013
BBM, Finance, General
Merrill Lynch August 2013 - Present
Merrill Lynch August 2013 - Present
Cape Securities, Inc January 2011 - August 2013
Skills
Equities, Series 7, Investments, Securities, Investment Strategies, Series 63, Asset Management, Bonds, Portfolio Management, Equity Research, Bloomberg, Valuation
Education
Pace University 2010 — 2013
BBM, Finance, General
Nancy Kilerciyan's Cape Securities, Inc Experience May 2013 - August 2013
Job Global Finance Operations Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Wilson Elser Moskowitz Edelman & Dicker LLP October 2013 - June 2014
Cape Securities, Inc May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Invoicing, Leadership, Finance, Outlook, Data Entry, Auditing
Education
Pace University-Pleasantville/Briarcliff Campus 2010 — 2014
JPMorgan Chase July 2014 - Present
Wilson Elser Moskowitz Edelman & Dicker LLP October 2013 - June 2014
Cape Securities, Inc May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Invoicing, Leadership, Finance, Outlook, Data Entry, Auditing
Education
Pace University-Pleasantville/Briarcliff Campus 2010 — 2014
Xueqiao Daisy Wang Xueqiao Daisy Wang's Cape Securities, Inc Experience April 2011 - April 2012
Job at
Industry Financial Services
Experience
Duscany Financial Group December 2014 - Present
Dealmed December 2011 - December 2014
Cape Securities, Inc April 2011 - April 2012
True Run Media 2009 - 2009
China Development Bank 2007 - 2008
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Financial Analysis, QuickBooks, Microsoft Office, Accounting, Auditing
Education
Pace University - Lubin School of Business 2009 — 2011
Duscany Financial Group December 2014 - Present
Dealmed December 2011 - December 2014
Cape Securities, Inc April 2011 - April 2012
True Run Media 2009 - 2009
China Development Bank 2007 - 2008
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Financial Analysis, QuickBooks, Microsoft Office, Accounting, Auditing
Education
Pace University - Lubin School of Business 2009 — 2011
Christopher Migliorini's Cape Securities, Inc Experience September 2013 - January 2014
Job Web/Software Development Manager at Pronova Designs LLC
Industry Internet
Experience
Pronova Designs LLC November 2013 - Present
ObviPop LLC October 2013 - Present
Cape Securities, Inc September 2013 - January 2014
BDR Creative Concepts September 2011 - September 2013
Island Instrumentation July 2003 - July 2004
Skills
Web Application..., App Development, Microsoft Office, Adobe Creative Suite, International Business, IT Hardware Support, IT Network Support, Professional Writing, Statistical Data..., Digital Marketing, Social Networking, Photoshop, SEO, SMM, SEM, Social Media, System Administration, Game Theory, Online Advertising, WordPress, HTML5, CSS3, JavaScript, jQuery, PHP, Team-oriented, C, Objective-C, PSD to Wordpress, Event Management, Hiring Practices, Bookkeeping, Contract Negotiation, Contract Management, Inventory Management, Teamwork, Blogging, Facebook, Social Media Marketing, Mobile Applications, Leadership, Data Analysis, HTML, Access, SQL, Java, Start-ups, Analysis, MySQL, Marketing
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), International Business & Information Systems, 3.54
State University of New York at Stony Brook 2006 — 2011
Bachelors, Psychology
Pronova Designs LLC November 2013 - Present
ObviPop LLC October 2013 - Present
Cape Securities, Inc September 2013 - January 2014
BDR Creative Concepts September 2011 - September 2013
Island Instrumentation July 2003 - July 2004
Skills
Web Application..., App Development, Microsoft Office, Adobe Creative Suite, International Business, IT Hardware Support, IT Network Support, Professional Writing, Statistical Data..., Digital Marketing, Social Networking, Photoshop, SEO, SMM, SEM, Social Media, System Administration, Game Theory, Online Advertising, WordPress, HTML5, CSS3, JavaScript, jQuery, PHP, Team-oriented, C, Objective-C, PSD to Wordpress, Event Management, Hiring Practices, Bookkeeping, Contract Negotiation, Contract Management, Inventory Management, Teamwork, Blogging, Facebook, Social Media Marketing, Mobile Applications, Leadership, Data Analysis, HTML, Access, SQL, Java, Start-ups, Analysis, MySQL, Marketing
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), International Business & Information Systems, 3.54
State University of New York at Stony Brook 2006 — 2011
Bachelors, Psychology
Cody Pannella Cody Pannella's Cape Securities, Inc Experience May 2011 - July 2011
Job Financial Services Professional
Industry Financial Services
Experience
CLS Group. May 2014 - Present
Brown Brothers Harriman November 2013 - May 2014
Merrill Lynch May 2012 - September 2012
AXA Equitable September 2011 - June 2012
Cape Securities, Inc May 2011 - July 2011
Skills
Finance, Leadership, Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Investments, Public Speaking, Data Analysis, PowerPoint, Financial Analysis, Project Management, Research Reports, Economics, Portfolio Management, Data Analyzation, VBA, Valuation, Research, Mac OSX, Client Reports, SQL
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor's Degree, Major: Finance, Minor: Economics
Saint Peter's Preparatory, NJ 2005 — 2009
CLS Group. May 2014 - Present
Brown Brothers Harriman November 2013 - May 2014
Merrill Lynch May 2012 - September 2012
AXA Equitable September 2011 - June 2012
Cape Securities, Inc May 2011 - July 2011
Skills
Finance, Leadership, Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Investments, Public Speaking, Data Analysis, PowerPoint, Financial Analysis, Project Management, Research Reports, Economics, Portfolio Management, Data Analyzation, VBA, Valuation, Research, Mac OSX, Client Reports, SQL
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor's Degree, Major: Finance, Minor: Economics
Saint Peter's Preparatory, NJ 2005 — 2009
Richard Frankel Richard Frankel's Cape Securities, Inc Experience July 2014 - August 2014
Job A hardworking, disciplined, and enthusiastic young man who is motivated towards success
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Fordham University August 2012 - Present
Cape Securities, Inc July 2014 - August 2014
Ocean Beach Youth Group July 2013 - August 2013
Roaring Fork Club May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Access, Entrepreneurship, Social Skills, Motivated self-starter, Bloomberg Terminal
Education
Fordham University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Poolesville High School 2011 — 2012
High School
Aspen High School 2008 — 2011
High School
Deutsche Bank June 2015 - Present
Fordham University August 2012 - Present
Cape Securities, Inc July 2014 - August 2014
Ocean Beach Youth Group July 2013 - August 2013
Roaring Fork Club May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Access, Entrepreneurship, Social Skills, Motivated self-starter, Bloomberg Terminal
Education
Fordham University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Poolesville High School 2011 — 2012
High School
Aspen High School 2008 — 2011
High School
Leonid Levit's Cape Securities, Inc Experience January 2012 - April 2012
Job CEO and CoFounder of The Fourth Branch
Industry Financial Services
Experience
The Fourth Branch September 2013 - Present
Craftwood Partners LLC January 2015 - August 2015
PG Advisers LLC. September 2013 - January 2015
Morgan Stanley June 2013 - August 2013
Honne Capital LLC June 2012 - October 2012
Elite Daily November 2011 - May 2012
Cape Securities, Inc January 2012 - April 2012
The Law Offices of Oleg Levit June 2011 - September 2011
Nassau Medical Services June 2009 - May 2010
Skills
Analysis, CQG, Company Management, Innovation, Interpersonal, Market Analysis, Market Research, Microsoft Office, Problem Solving, Social Networking, Teaching, Team Leadership, Investments, Management, Hedge Funds, Capital Markets, Equities, Technical Analysis, Commodity Markets, Trading, Outlook, Bloomberg, Bloomberg Terminal, Mutual Funds, Macroeconomics, Equity Research, Options, Fixed Income, Equity Valuation, Bonds, Economics, Series 7, Valuation, Investment Strategies, Finance
Education
Pace University 2010 — 2014
Bachelor of Science (BS), Business Economics, 3.76
The Fourth Branch September 2013 - Present
Craftwood Partners LLC January 2015 - August 2015
PG Advisers LLC. September 2013 - January 2015
Morgan Stanley June 2013 - August 2013
Honne Capital LLC June 2012 - October 2012
Elite Daily November 2011 - May 2012
Cape Securities, Inc January 2012 - April 2012
The Law Offices of Oleg Levit June 2011 - September 2011
Nassau Medical Services June 2009 - May 2010
Skills
Analysis, CQG, Company Management, Innovation, Interpersonal, Market Analysis, Market Research, Microsoft Office, Problem Solving, Social Networking, Teaching, Team Leadership, Investments, Management, Hedge Funds, Capital Markets, Equities, Technical Analysis, Commodity Markets, Trading, Outlook, Bloomberg, Bloomberg Terminal, Mutual Funds, Macroeconomics, Equity Research, Options, Fixed Income, Equity Valuation, Bonds, Economics, Series 7, Valuation, Investment Strategies, Finance
Education
Pace University 2010 — 2014
Bachelor of Science (BS), Business Economics, 3.76
Chaudhry Asad's Cape Securities, Inc Experience October 2013 - January 2014
Job Accounting Associate at Pompay Group
Industry Financial Services
Experience
Pompay Group May 2014 - Present
Financial Services Volunteer Corps February 2014 - Present
Cape Securities, Inc October 2013 - January 2014
Bank of America October 2012 - October 2013
Skills
Sales, Teamwork, Microsoft Office, Customer Service, Microsoft Excel, Business Development, Corporate Finance, Financial Analysis, Outlook, Access, Finance, Banking, Risk Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Pompay Group May 2014 - Present
Financial Services Volunteer Corps February 2014 - Present
Cape Securities, Inc October 2013 - January 2014
Bank of America October 2012 - October 2013
Skills
Sales, Teamwork, Microsoft Office, Customer Service, Microsoft Excel, Business Development, Corporate Finance, Financial Analysis, Outlook, Access, Finance, Banking, Risk Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Victoria Slade Victoria Slade's Cape Securities, Inc Experience May 2011 - July 2011
Job Marketing Coordinator at Charlie Palmer Group
Industry Marketing and Advertising
Experience
Charlie Palmer Group June 2014 - Present
Charlie Palmer Group March 2014 - June 2014
Pace University August 2013 - May 2014
Pace University 2010 - December 2013
On Location Tours June 2013 - October 2013
Pierre Herme June 2012 - 2012
Cape Securities, Inc May 2011 - July 2011
Imperator Capital 2010 - 2010
Skills
Microsoft Office, Microsoft Word, Customer Service, Research, PowerPoint, Microsoft Excel, QuickBooks, MRI, Simmons Choices 3, Baking, Pastry, Chocolate, Data Entry, Time Management, Facebook, Telephone Skills, Teamwork, Event Planning, Outlook, Social Networking, Social Media, French, Public Speaking, Management
Education
Pace University - Lubin School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Hospitality and Tourism Management
Le Cordon Bleu Paris 2011 — 2012
Diploma, Baking and Pastry Arts/Baker/Pastry Chef
Charlie Palmer Group June 2014 - Present
Charlie Palmer Group March 2014 - June 2014
Pace University August 2013 - May 2014
Pace University 2010 - December 2013
On Location Tours June 2013 - October 2013
Pierre Herme June 2012 - 2012
Cape Securities, Inc May 2011 - July 2011
Imperator Capital 2010 - 2010
Skills
Microsoft Office, Microsoft Word, Customer Service, Research, PowerPoint, Microsoft Excel, QuickBooks, MRI, Simmons Choices 3, Baking, Pastry, Chocolate, Data Entry, Time Management, Facebook, Telephone Skills, Teamwork, Event Planning, Outlook, Social Networking, Social Media, French, Public Speaking, Management
Education
Pace University - Lubin School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Hospitality and Tourism Management
Le Cordon Bleu Paris 2011 — 2012
Diploma, Baking and Pastry Arts/Baker/Pastry Chef
Floyd Wisdom, III's Cape Securities, Inc Experience December 2013 - July 2015
Job Private Client Group at Cape Securities, Inc
Industry Financial Services
Experience
Cape Securities, Inc December 2013 - July 2015
Cape Securities, Inc March 2013 - December 2013
SunTrust Bank June 2005 - March 2013
SunTrust Bank June 1996 - March 2005
Skills
Trading, Investments, Mutual Funds, Wealth Management, Securities, FINRA, Fixed Income, Bloomberg, Bonds, Portfolio Management, Equities, Options, Series 7, Capital Markets, Series 63
Education
Oglethorpe University 2007 — 2010
Bachelor of Business Administration, Business and Economics, GPA 3.2 out of 4.0
Cape Securities, Inc December 2013 - July 2015
Cape Securities, Inc March 2013 - December 2013
SunTrust Bank June 2005 - March 2013
SunTrust Bank June 1996 - March 2005
Skills
Trading, Investments, Mutual Funds, Wealth Management, Securities, FINRA, Fixed Income, Bloomberg, Bonds, Portfolio Management, Equities, Options, Series 7, Capital Markets, Series 63
Education
Oglethorpe University 2007 — 2010
Bachelor of Business Administration, Business and Economics, GPA 3.2 out of 4.0
Effie Ho's Cape Securities, Inc Experience May 2011 - August 2011
Job Billing Coordinator at Herrick, Feinstein LLP
Industry Higher Education
Experience
Herrick, Feinstein LLP July 2014 - Present
Herrick, Feinstein LLP April 2013 - July 2014
C&A Insurance Agency Inc May 2009 - March 2013
Cape Securities, Inc May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Management, Customer Service, Microsoft Word, Elite Webview, Microsoft Office, SPSS
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Pace University - Lubin School of Business
Finance and Financial Management Services
Herrick, Feinstein LLP July 2014 - Present
Herrick, Feinstein LLP April 2013 - July 2014
C&A Insurance Agency Inc May 2009 - March 2013
Cape Securities, Inc May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Management, Customer Service, Microsoft Word, Elite Webview, Microsoft Office, SPSS
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Pace University - Lubin School of Business
Finance and Financial Management Services
Laura C Hoffmann's Cape Securities, Inc Experience 1997 - 1998
Job Project Manager at PNC Bank
Industry Information Technology and Services
Experience
PNC August 2010 - Present
YWCA of Greater Cleveland June 2009 - August 2010
American Diabetes Association January 2010 - July 2010
Key Bank 2006 - 2009
Key Bank 2005 - 2006
McDonald Investments 2000 - 2005
Prudential Securities 1999 - 2000
VALIC and AIG Annuity 1998 - 1999
Cape Securities Inc. 1997 - 1998
Education
Baldwin Wallace University 2004 — 2006
MBA, Management, Project Management, Economics, Data Analysis
University of North Carolina at Wilmington 1995 — 1997
B. S. Finance, Finance, Economics
PNC August 2010 - Present
YWCA of Greater Cleveland June 2009 - August 2010
American Diabetes Association January 2010 - July 2010
Key Bank 2006 - 2009
Key Bank 2005 - 2006
McDonald Investments 2000 - 2005
Prudential Securities 1999 - 2000
VALIC and AIG Annuity 1998 - 1999
Cape Securities Inc. 1997 - 1998
Education
Baldwin Wallace University 2004 — 2006
MBA, Management, Project Management, Economics, Data Analysis
University of North Carolina at Wilmington 1995 — 1997
B. S. Finance, Finance, Economics
Juliet Valente's Cape Securities, Inc Experience 2010 - 2011
Job Associate at Resolutions Counseling
Industry Financial Services
Experience
Resolutions Counseling 2013 - Present
Deustche Bank 2010 - 2012
Elmcor Youth & Adult Activities, Inc. August 2006 - August 2011
Cape Securities, Inc 2010 - 2011
Legend Merchant Group 2004 - 2009
Skills
Equities, Series 63, Series 7, Securities, Options, Bonds, sales trading, Institutional Sales, Financial Services, Global Sales, Options Strategies, Account Management, Bond Markets, Private Equity, Geriatric Nursing, Nursing Homes, Nursing Care, Mental Health Care, Administrative..., Executive..., Real Estate License, Mental Health Counseling, Nursing, Operations Management, Back Office, Electronic Trading, Trading Systems, Patient Counseling, Group Therapy, Individual Assessment, Trading, Hedge Funds, Investments, Capital Markets, Investment Banking
Education
St Paul's School of Nursing-Queens 2014 — 2016
R.N., Registered Nursing/Registered Nurse
Borough of Manhattan Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Social Sciences
Resolutions Counseling 2013 - Present
Deustche Bank 2010 - 2012
Elmcor Youth & Adult Activities, Inc. August 2006 - August 2011
Cape Securities, Inc 2010 - 2011
Legend Merchant Group 2004 - 2009
Skills
Equities, Series 63, Series 7, Securities, Options, Bonds, sales trading, Institutional Sales, Financial Services, Global Sales, Options Strategies, Account Management, Bond Markets, Private Equity, Geriatric Nursing, Nursing Homes, Nursing Care, Mental Health Care, Administrative..., Executive..., Real Estate License, Mental Health Counseling, Nursing, Operations Management, Back Office, Electronic Trading, Trading Systems, Patient Counseling, Group Therapy, Individual Assessment, Trading, Hedge Funds, Investments, Capital Markets, Investment Banking
Education
St Paul's School of Nursing-Queens 2014 — 2016
R.N., Registered Nursing/Registered Nurse
Borough of Manhattan Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Social Sciences
Tom Wegner, CFP®'s Cape Securities, Inc Experience 2015 - Present
Job National Sales Manager at Cape Securities, Inc
Industry Financial Services
Experience
Cape Securities, Inc 2015 - Present
Wells Fargo Advisors, LLC 2014 - 2015
Regions Investment Solutions 2013 - 2014
BankUnited 2010 - 2013
BB&T Wealth Managment 2009 - 2010
First Tennessee Bank 2007 - 2009
Raymond James Financial Inc. 1998 - 2006
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investments, FINRA, Certified Financial...
Education
University of Colorado at Boulder - Leeds School of Business
MBA, Finance
Mercer University - Stetson School of Business and Economics
BBA, Finance and Political Science
Cape Securities, Inc 2015 - Present
Wells Fargo Advisors, LLC 2014 - 2015
Regions Investment Solutions 2013 - 2014
BankUnited 2010 - 2013
BB&T Wealth Managment 2009 - 2010
First Tennessee Bank 2007 - 2009
Raymond James Financial Inc. 1998 - 2006
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investments, FINRA, Certified Financial...
Education
University of Colorado at Boulder - Leeds School of Business
MBA, Finance
Mercer University - Stetson School of Business and Economics
BBA, Finance and Political Science
Trent Gilbert's Cape Securities, Inc Experience February 2013 - May 2015
Job Associate Wealth Management Avdisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Cape Securities, Inc February 2013 - May 2015
MassMutual Financial Group (Reynolds & Reynolds Financial Partners) October 2012 - January 2013
B.C. Pizza December 2011 - July 2012
Skills
Customer Service, Management, Microsoft Office, Leadership, Finance, Microsoft Excel, Sales, Time Management, Event Planning, Microsoft Word
Education
Oglethorpe University 2006 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Eagle's Landing High School 2002 — 2006
College Prep and Tech Prep
Northwestern Mutual May 2015 - Present
Cape Securities, Inc February 2013 - May 2015
MassMutual Financial Group (Reynolds & Reynolds Financial Partners) October 2012 - January 2013
B.C. Pizza December 2011 - July 2012
Skills
Customer Service, Management, Microsoft Office, Leadership, Finance, Microsoft Excel, Sales, Time Management, Event Planning, Microsoft Word
Education
Oglethorpe University 2006 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Eagle's Landing High School 2002 — 2006
College Prep and Tech Prep
Shmuel Mayteles's Cape Securities, Inc Experience 2012 - 2013
Job Student at City University of New YorkBaruch College
Industry Financial Services
Experience
Cape Securities, Inc 2012 - 2013
Y&S Technologies January 2012 - June 2012
Skills
Social Media, Public Speaking, Business Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Teamwork, Research, Data Entry, Access, Administrative..., Windows, Marketing, Event Planning, Accounting, Financial Analysis, Social Networking, Hebrew
Education
Baruch College 2012 — 2014
Yeshiva of virginia
Cape Securities, Inc 2012 - 2013
Y&S Technologies January 2012 - June 2012
Skills
Social Media, Public Speaking, Business Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Teamwork, Research, Data Entry, Access, Administrative..., Windows, Marketing, Event Planning, Accounting, Financial Analysis, Social Networking, Hebrew
Education
Baruch College 2012 — 2014
Yeshiva of virginia
Shao Ye's Cape Securities, Inc Experience May 2011 - July 2011
Job Associate at Ridgewood Realty Group
Industry Real Estate
Experience
Ridgewood Realty Group November 2014 - Present
Citispot Realty Inc March 2013 - November 2014
Cape Securities, Inc May 2011 - July 2011
First National Bank of Georgia (acquired by Community & Southern Bank 2010) May 2009 - August 2009
Skills
Property Underwriting, Pro Forma Analysis, Commercial Real Estate, Microsoft Excel, Financial Modeling, Financial Analysis, Property Management, Real Estate Marketing, Microsoft Word, Bloomberg Terminal, Risk Management, Economics, Access, PowerPoint, Bloomberg, Research, Financial Accounting, Investment Sales
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Baruch College
Ridgewood Realty Group November 2014 - Present
Citispot Realty Inc March 2013 - November 2014
Cape Securities, Inc May 2011 - July 2011
First National Bank of Georgia (acquired by Community & Southern Bank 2010) May 2009 - August 2009
Skills
Property Underwriting, Pro Forma Analysis, Commercial Real Estate, Microsoft Excel, Financial Modeling, Financial Analysis, Property Management, Real Estate Marketing, Microsoft Word, Bloomberg Terminal, Risk Management, Economics, Access, PowerPoint, Bloomberg, Research, Financial Accounting, Investment Sales
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Baruch College
Greg Klingler's Cape Securities, Inc Experience October 2003 - Present
Job Financial Advisor at Cape Securities Inc.
Industry Financial Services
Experience
GEBA March 2010 - Present
Cape Securities, Inc October 2003 - Present
Exit Elite Realty-MD 2014 - 2015
Skills
Management, Leadership, Customer Service, Marketing, Microsoft Office, Microsoft Excel, Program Management, Business Strategy, Strategic Planning, Marketing Strategy
Education
University of Maryland College Park 1999 — 2003
Bachelor's Degree, Finance and Financial Management Services, 3.6
GEBA March 2010 - Present
Cape Securities, Inc October 2003 - Present
Exit Elite Realty-MD 2014 - 2015
Skills
Management, Leadership, Customer Service, Marketing, Microsoft Office, Microsoft Excel, Program Management, Business Strategy, Strategic Planning, Marketing Strategy
Education
University of Maryland College Park 1999 — 2003
Bachelor's Degree, Finance and Financial Management Services, 3.6
Julia Moskalenko's Cape Securities, Inc Experience June 2013 - August 2013
Job Credit & Portfolio Risk Analyst
Industry
Experience
Citi April 2014 - Present
UBS October 2013 - December 2013
Cape Securities, Inc June 2013 - August 2013
Infostoc, SRL June 2011 - August 2011
Skills
MS Excel, MS Power Point, MS Word, TD Ameritrade -..., GrayBox OpenBook, Internet Research, Price Action Analysis..., FOREX, Industry & Financial..., Data Consolidation and..., Trading
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investment
European University
Bachelor degree, Management of International Economic Activity
Citi April 2014 - Present
UBS October 2013 - December 2013
Cape Securities, Inc June 2013 - August 2013
Infostoc, SRL June 2011 - August 2011
Skills
MS Excel, MS Power Point, MS Word, TD Ameritrade -..., GrayBox OpenBook, Internet Research, Price Action Analysis..., FOREX, Industry & Financial..., Data Consolidation and..., Trading
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investment
European University
Bachelor degree, Management of International Economic Activity
Humza Butt's Cape Securities, Inc Experience 2014 - 2015
Job
Industry Financial Services
Experience
Cape Securities, Inc 2014 - 2015
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor’s Degree, Finance, General
Cape Securities, Inc 2014 - 2015
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor’s Degree, Finance, General