Capital Institutional Services, Inc.
Industry: Company
DescriptionHeadquarters: Dallas, TX Founded: 1977 Subsidiaries: NEXT Energy Group, LLC, Fintech Securities, LLC, Capital Institutional Services, Inc., Research Division
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Capital Institutional Services, Inc. Employees
Employee
Years
Job
Industry
Dani Marque' Chandler Dani Marque' Chandler's Capital Institutional Services, Inc. Experience October 2011 - November 2012
Job Partner at LIVV Headphones | Dynamic Marketing Strategist
Industry Marketing and Advertising
Experience
LIVV July 2014 - Present
Dynamic Marketing Consulting March 2014 - Present
RUNNER Agency September 2014 - January 2015
Qples - Technology Startup March 2014 - September 2014
hawkeye April 2013 - March 2014
The Marketing Arm January 2013 - March 2013
Southern Graphic Systems December 2012 - January 2013
Capital Institutional Services, Inc. October 2011 - November 2012
Mid-American Junior Golf Tour 2011 - 2012
Oklahoma State University December 2010 - May 2011
Skills
Marketing, Email Marketing, Social Media Marketing, Public Relations, Event Planning, Customer Service, Digital Marketing, CRM, Event Management, Marketing Strategy, Facebook, Copywriting, Press Releases, Social Media, Project Management, Advertising, Market Research, Microsoft Office, Media Relations, Leadership, Digital Strategy, Online Marketing, Marketing Communications, Adobe Creative Suite, Graphic Design, Creative Direction, Account Management, Integrated Marketing, Direct Marketing, Lead Generation, Blogging, Sponsorship, Strategic Communications, Sports Marketing, Management, Strategic Planning, Competitive Marketing..., SEO, Content Development, User Experience Design, Analytics, Web Content Management, HubSpot, New Business Development, ROI Optimization, Experiential Events, Social Listening, Incentive Programs, Loyalty Marketing, Advocate Development
Education
Oklahoma State University 2010 — 2011
Master's Degree, Business Management, Leadership and Sports Marketing
University of Oklahoma 2006 — 2009
Bachelor's Degree, Jounalism and Mass Communications - Advertising
Yukon High School 2002 — 2006
LIVV July 2014 - Present
Dynamic Marketing Consulting March 2014 - Present
RUNNER Agency September 2014 - January 2015
Qples - Technology Startup March 2014 - September 2014
hawkeye April 2013 - March 2014
The Marketing Arm January 2013 - March 2013
Southern Graphic Systems December 2012 - January 2013
Capital Institutional Services, Inc. October 2011 - November 2012
Mid-American Junior Golf Tour 2011 - 2012
Oklahoma State University December 2010 - May 2011
Skills
Marketing, Email Marketing, Social Media Marketing, Public Relations, Event Planning, Customer Service, Digital Marketing, CRM, Event Management, Marketing Strategy, Facebook, Copywriting, Press Releases, Social Media, Project Management, Advertising, Market Research, Microsoft Office, Media Relations, Leadership, Digital Strategy, Online Marketing, Marketing Communications, Adobe Creative Suite, Graphic Design, Creative Direction, Account Management, Integrated Marketing, Direct Marketing, Lead Generation, Blogging, Sponsorship, Strategic Communications, Sports Marketing, Management, Strategic Planning, Competitive Marketing..., SEO, Content Development, User Experience Design, Analytics, Web Content Management, HubSpot, New Business Development, ROI Optimization, Experiential Events, Social Listening, Incentive Programs, Loyalty Marketing, Advocate Development
Education
Oklahoma State University 2010 — 2011
Master's Degree, Business Management, Leadership and Sports Marketing
University of Oklahoma 2006 — 2009
Bachelor's Degree, Jounalism and Mass Communications - Advertising
Yukon High School 2002 — 2006
Michael Vieth's Capital Institutional Services, Inc. Experience May 2011 - July 2013
Job Network Engineer III at Electronic Transaction Consultants
Industry Information Technology and Services
Experience
Electronic Transaction Consultants July 2015 - Present
Nexa Technologies July 2013 - July 2015
Capital Institutional Services, Inc. May 2011 - July 2013
Data Doctors March 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Hardware, Blackberry Enterprise..., Windows 7, Windows Server, Microsoft Exchange, System Administration, CCENT, VMware, Sales, Network Administration, VPN
Education
The University of Texas at Arlington 2004 — 2006
Electronic Transaction Consultants July 2015 - Present
Nexa Technologies July 2013 - July 2015
Capital Institutional Services, Inc. May 2011 - July 2013
Data Doctors March 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Hardware, Blackberry Enterprise..., Windows 7, Windows Server, Microsoft Exchange, System Administration, CCENT, VMware, Sales, Network Administration, VPN
Education
The University of Texas at Arlington 2004 — 2006
Robert Littlefield Robert Littlefield's Capital Institutional Services, Inc. Experience May 2006 - August 2010
Job Customer Service Engineer at Trend Micro
Industry Commercial Real Estate
Experience
Trend Micro January 2014 - Present
Hewlett-Packard September 2012 - January 2014
Research In Motion April 2012 - September 2012
Boxer Property Management January 2011 - January 2012
Capital Institutional Services, Inc. May 2006 - August 2010
CompUSA January 2004 - January 2007
Skills
Microsoft Exchange, Network Administration, Troubleshooting, Microsoft Office, Outlook, Project Management, Windows, Consulting, Customer Service, Microsoft Excel, HTML, Retail, Cisco Technologies, WSUS, Active Directory, Windows 7, Technical Support, Disaster Recovery, Data Center, Help Desk Support
Education
Collin County Community College 2004 — 2007
Associate of Arts (A.A.)
Collin County Community College 2004 — 2007
Associates of Arts, From
Trend Micro January 2014 - Present
Hewlett-Packard September 2012 - January 2014
Research In Motion April 2012 - September 2012
Boxer Property Management January 2011 - January 2012
Capital Institutional Services, Inc. May 2006 - August 2010
CompUSA January 2004 - January 2007
Skills
Microsoft Exchange, Network Administration, Troubleshooting, Microsoft Office, Outlook, Project Management, Windows, Consulting, Customer Service, Microsoft Excel, HTML, Retail, Cisco Technologies, WSUS, Active Directory, Windows 7, Technical Support, Disaster Recovery, Data Center, Help Desk Support
Education
Collin County Community College 2004 — 2007
Associate of Arts (A.A.)
Collin County Community College 2004 — 2007
Associates of Arts, From
Kevin Berkline's Capital Institutional Services, Inc. Experience May 2004 - February 2007
Job Sr. Software Developer and Integrator Salesforce at USAA
Industry Financial Services
Experience
USAA July 2015 - Present
First Southwest Company February 2007 - July 2015
Capital Institutional Services, Inc. May 2004 - February 2007
Skills
Microsoft SQL Server, Salesforce.com, C#, VB.NET, SSRS, SSIS, Data Analysis, Unix, Apex Programming, Visualforce Pages, Crystal Reports, Business Analysis, Process Improvement, Access, CRM, SQL, SaaS
Education
Texas A&M University 1999 — 2003
Bachelor's degree, Computer Science
USAA July 2015 - Present
First Southwest Company February 2007 - July 2015
Capital Institutional Services, Inc. May 2004 - February 2007
Skills
Microsoft SQL Server, Salesforce.com, C#, VB.NET, SSRS, SSIS, Data Analysis, Unix, Apex Programming, Visualforce Pages, Crystal Reports, Business Analysis, Process Improvement, Access, CRM, SQL, SaaS
Education
Texas A&M University 1999 — 2003
Bachelor's degree, Computer Science
Chris Halverson Chris Halverson's Capital Institutional Services, Inc. Experience September 1999 - Present
Job Senior Vice President at Capital Institutional Services, Inc.
Industry Investment Banking
Experience
Capital Institutional Services, Inc. September 1999 - Present
Skills
Equities, Series 7, Securities, Hedge Funds, Bloomberg, Capital Markets, Investments, Fixed Income, Alternative Investments, Series 63
Education
Spring Hill College 1993 — 1996
Finance & Economics
Capital Institutional Services, Inc. September 1999 - Present
Skills
Equities, Series 7, Securities, Hedge Funds, Bloomberg, Capital Markets, Investments, Fixed Income, Alternative Investments, Series 63
Education
Spring Hill College 1993 — 1996
Finance & Economics
William Bo Vastine William Bo Vastine's Capital Institutional Services, Inc. Experience 2000 - 2003
Job Candidate at New Jersey State Assembly LD22
Industry Computer Software
Experience
New Jersey State Assembly LD22 January 2015 - Present
Plainfield Area YMCA December 2013 - Present
Tech StartUp Professionals, LLC 2013 - Present
HABITAT FOR HUMANITY - PLAINFIELD October 2010 - Present
SCOTCH PLAINS TOWNSHIP COUNCIL November 2010 - December 2014
Bloomberg LP April 2011 - November 2012
Lek Securities February 2010 - April 2011
ADVANCED FINANCIAL APPLICATIONS, INC. (acquired by AFTI 2010) November 2007 - February 2010
KCG Holdings, Inc. 2003 - 2007
Capital Institutional Services, Inc. 2000 - 2003
Skills
Strategy, Business Development, Leadership, Management, Marketing, Electronic Trading, Equities, Sales Management, Sales, Trading, Selling, Contract Negotiation, Financial Markets, Public Speaking, Project Management, Team Leadership, Hedge Funds, Trading Systems, Public Relations, Investments, Analytics, Bloomberg, Training, Negotiation, Asset Management, Risk Management, Pricing, Options, Fundraising, Series 7, Communications, Brand Awareness, Business Networking, Budgets, Banking, Client Retention, Revenue, Contract Negotiations, Market Share Increases, Territory Management, Sales Planning, Revenue Increases, Business Deal Closing, Business Relationships, Communication, Sales Force Development, Customer Retention, Finance, Customer Service, Process Improvement
Education
Texas A&M University 1987 — 1996
BA, Speech Communication
New Jersey State Assembly LD22 January 2015 - Present
Plainfield Area YMCA December 2013 - Present
Tech StartUp Professionals, LLC 2013 - Present
HABITAT FOR HUMANITY - PLAINFIELD October 2010 - Present
SCOTCH PLAINS TOWNSHIP COUNCIL November 2010 - December 2014
Bloomberg LP April 2011 - November 2012
Lek Securities February 2010 - April 2011
ADVANCED FINANCIAL APPLICATIONS, INC. (acquired by AFTI 2010) November 2007 - February 2010
KCG Holdings, Inc. 2003 - 2007
Capital Institutional Services, Inc. 2000 - 2003
Skills
Strategy, Business Development, Leadership, Management, Marketing, Electronic Trading, Equities, Sales Management, Sales, Trading, Selling, Contract Negotiation, Financial Markets, Public Speaking, Project Management, Team Leadership, Hedge Funds, Trading Systems, Public Relations, Investments, Analytics, Bloomberg, Training, Negotiation, Asset Management, Risk Management, Pricing, Options, Fundraising, Series 7, Communications, Brand Awareness, Business Networking, Budgets, Banking, Client Retention, Revenue, Contract Negotiations, Market Share Increases, Territory Management, Sales Planning, Revenue Increases, Business Deal Closing, Business Relationships, Communication, Sales Force Development, Customer Retention, Finance, Customer Service, Process Improvement
Education
Texas A&M University 1987 — 1996
BA, Speech Communication
Casey Mason Casey Mason's Capital Institutional Services, Inc. Experience December 2012 - August 2014
Job Regulatory Principal Consultant at 1st Global
Industry Financial Services
Experience
1st Global December 2014 - Present
Capital Institutional Services, Inc. December 2012 - August 2014
UBS July 2006 - September 2012
Wachovia Securities February 2006 - July 2006
Ameriprise Financial Services, Inc. June 2004 - February 2006
Morgan Stanley August 2002 - June 2004
RBC Dain Rauscher April 2001 - August 2002
Morgan Stanley November 1997 - April 2001
Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities
Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General
San Jacinto College
Associate of Arts (AA), Business Administration
Deer Park High School 1990 — 1994
1st Global December 2014 - Present
Capital Institutional Services, Inc. December 2012 - August 2014
UBS July 2006 - September 2012
Wachovia Securities February 2006 - July 2006
Ameriprise Financial Services, Inc. June 2004 - February 2006
Morgan Stanley August 2002 - June 2004
RBC Dain Rauscher April 2001 - August 2002
Morgan Stanley November 1997 - April 2001
Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities
Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General
San Jacinto College
Associate of Arts (AA), Business Administration
Deer Park High School 1990 — 1994
Stephen Lamendola's Capital Institutional Services, Inc. Experience May 2007 - April 2009
Job Director of Development at Capital Institutional Services
Industry Financial Services
Experience
Capital Institutional Services June 2012 - Present
Capital Institutional Services May 2009 - June 2012
Capital Institutional Services, Inc. May 2007 - April 2009
Capital Institutional Services May 2003 - May 2007
Capital Institutional Services July 1999 - May 2003
Skills
Crystal Reports, Epicor, Great Plains, SSRS, VBA, Excel, Fidessa, Order Management, SSIS, Word, PowerPoint, Access, SQL Server, TFS, SSAS 2008, Microsoft SQL Server, Equity Trading, Electronic Trading, Trading, Financial Analysis, Financial Accounting, Cash Management, Payment Systems, Business Process Design, Business Process..., Business Process..., Business Process..., FIX, Software Development..., Software Design, Software Project..., Project Management, SQL Tuning, Trading Systems, Bloomberg
Education
The University of Texas at Dallas - School of Management 2008 — 2011
MS ITM, IT Management
Louisiana State University and Agricultural and Mechanical College 1995 — 1999
BS, Accounting
Capital Institutional Services June 2012 - Present
Capital Institutional Services May 2009 - June 2012
Capital Institutional Services, Inc. May 2007 - April 2009
Capital Institutional Services May 2003 - May 2007
Capital Institutional Services July 1999 - May 2003
Skills
Crystal Reports, Epicor, Great Plains, SSRS, VBA, Excel, Fidessa, Order Management, SSIS, Word, PowerPoint, Access, SQL Server, TFS, SSAS 2008, Microsoft SQL Server, Equity Trading, Electronic Trading, Trading, Financial Analysis, Financial Accounting, Cash Management, Payment Systems, Business Process Design, Business Process..., Business Process..., Business Process..., FIX, Software Development..., Software Design, Software Project..., Project Management, SQL Tuning, Trading Systems, Bloomberg
Education
The University of Texas at Dallas - School of Management 2008 — 2011
MS ITM, IT Management
Louisiana State University and Agricultural and Mechanical College 1995 — 1999
BS, Accounting
Forrest Haynes's Capital Institutional Services, Inc. Experience September 2009 - August 2010
Job CIO at DiplomaSender
Industry Computer Software
Experience
DiplomaSender August 2015 - Present
Midwest Hose & Specialty December 2014 - Present
Monscierge May 2014 - August 2015
Monscierge October 2012 - May 2014
Chesapeake Energy March 2011 - October 2012
a la mode, inc. August 2010 - February 2011
Capital Institutional Services, Inc. September 2009 - August 2010
Empyrean Benefit Solutions April 2008 - September 2009
Mercer HR Services June 2007 - April 2008
University of Oklahoma January 2007 - May 2007
Skills
ASP.NET, .NET, WCF, Visual Studio, Microsoft SQL Server, T-SQL, Silverlight, Web Services, Android, Web Development, WPF, SQL, AJAX, XAML, VB.NET, SQL Tuning, Database Design, JavaScript, HTML, Databases, Visual Basic, LINQ, CSS, C#, ASP.NET MVC, MVC, Entity Framework, JSON, XML, WinForms, ADO.NET, IIS, KnockoutJS, Javas, jQuery, MS Reporting Services, ASP.NET Web API, Windows Azure, SQL Azure
Education
University of Oklahoma - Price College of Business 2003 — 2007
BBA in MIS, Management Information Systems, 3.26 Cumulative GPA.
El Reno High School 1999 — 2003
4.67 Unweighted GPA.
DiplomaSender August 2015 - Present
Midwest Hose & Specialty December 2014 - Present
Monscierge May 2014 - August 2015
Monscierge October 2012 - May 2014
Chesapeake Energy March 2011 - October 2012
a la mode, inc. August 2010 - February 2011
Capital Institutional Services, Inc. September 2009 - August 2010
Empyrean Benefit Solutions April 2008 - September 2009
Mercer HR Services June 2007 - April 2008
University of Oklahoma January 2007 - May 2007
Skills
ASP.NET, .NET, WCF, Visual Studio, Microsoft SQL Server, T-SQL, Silverlight, Web Services, Android, Web Development, WPF, SQL, AJAX, XAML, VB.NET, SQL Tuning, Database Design, JavaScript, HTML, Databases, Visual Basic, LINQ, CSS, C#, ASP.NET MVC, MVC, Entity Framework, JSON, XML, WinForms, ADO.NET, IIS, KnockoutJS, Javas, jQuery, MS Reporting Services, ASP.NET Web API, Windows Azure, SQL Azure
Education
University of Oklahoma - Price College of Business 2003 — 2007
BBA in MIS, Management Information Systems, 3.26 Cumulative GPA.
El Reno High School 1999 — 2003
4.67 Unweighted GPA.
Kelly Abernathy's Capital Institutional Services, Inc. Experience 2000 - Present
Job General Counsel, Chief Compliance Officer at Capital Institutional Services, Inc.
Industry Financial Services
Experience
Capital Institutional Services, Inc. 2000 - Present
Dallas Association of Corp. Counsel 2003 - 2009
SIFMA 2002 - 2009
Education
University of Oklahoma
Capital Institutional Services, Inc. 2000 - Present
Dallas Association of Corp. Counsel 2003 - 2009
SIFMA 2002 - 2009
Education
University of Oklahoma
Forrest Hopper, CMT's Capital Institutional Services, Inc. Experience October 2003 - July 2007
Job TRADER at BBT Capital Management LLC
Industry Financial Services
Experience
BBT Capital Management LLC November 2009 - Present
JonesTrading Institutional Services LLC July 2007 - October 2009
Capital Institutional Services, Inc. October 2003 - July 2007
FX4X, Inc. May 2003 - October 2003
First Command Financial Services May 2001 - May 2003
Education
Market Technicians Assoc
Chartered Market Techncian, CMT
Texas Tech University - Rawls College of Business 1996 — 2001
BBA, Finance
BBT Capital Management LLC November 2009 - Present
JonesTrading Institutional Services LLC July 2007 - October 2009
Capital Institutional Services, Inc. October 2003 - July 2007
FX4X, Inc. May 2003 - October 2003
First Command Financial Services May 2001 - May 2003
Education
Market Technicians Assoc
Chartered Market Techncian, CMT
Texas Tech University - Rawls College of Business 1996 — 2001
BBA, Finance
David Goebels's Capital Institutional Services, Inc. Experience 1990 - 1993
Job Account Management & Sales at McKay Brothers, LLC
Industry Capital Markets
Experience
McKay Brothers, LLC May 2013 - Present
Quincy Data LLC May 2013 - Present
Weeden & Co. 2009 - 2012
Citi 2006 - 2009
UBS Investment Bank 2005 - 2006
Citigroup / Lava Trading 2004 - 2005
Reuters 1997 - 2004
Rudick Asset Management 1994 - 1996
Feshbach Brothers 1993 - 1994
Capital Institutional Services, Inc. 1990 - 1993
Skills
Equities, Trading, Market Data, Series 7, Financial Markets, Trading Technology, Equity Trading, Smart Order Routing, Electronic Trading, Market Structure, Trading Systems, Bloomberg, Options, Series 63, Institutional, Program Trading, Market Making, Series 55, Integrity, Capital Markets, Hedge Funds, ETFs, Electronic Trading..., Securities, Relationship Management, Trading System, Buy-side, Trading Strategies, Sell Side, Order Management, Exchange Connectivity, Financial Services, Traders, Technical Analysis, SaaS, High Frequency Trading, Ultra Low Latency, High Speed Data, Investments, FINRA, Swaps, Portfolio Management, Routing
Education
University of California, Berkeley
BS, Economics & Statistics
McKay Brothers, LLC May 2013 - Present
Quincy Data LLC May 2013 - Present
Weeden & Co. 2009 - 2012
Citi 2006 - 2009
UBS Investment Bank 2005 - 2006
Citigroup / Lava Trading 2004 - 2005
Reuters 1997 - 2004
Rudick Asset Management 1994 - 1996
Feshbach Brothers 1993 - 1994
Capital Institutional Services, Inc. 1990 - 1993
Skills
Equities, Trading, Market Data, Series 7, Financial Markets, Trading Technology, Equity Trading, Smart Order Routing, Electronic Trading, Market Structure, Trading Systems, Bloomberg, Options, Series 63, Institutional, Program Trading, Market Making, Series 55, Integrity, Capital Markets, Hedge Funds, ETFs, Electronic Trading..., Securities, Relationship Management, Trading System, Buy-side, Trading Strategies, Sell Side, Order Management, Exchange Connectivity, Financial Services, Traders, Technical Analysis, SaaS, High Frequency Trading, Ultra Low Latency, High Speed Data, Investments, FINRA, Swaps, Portfolio Management, Routing
Education
University of California, Berkeley
BS, Economics & Statistics
Jay Vanerstrom's Capital Institutional Services, Inc. Experience June 2011 - Present
Job Vice President Derivatives Trading at Capital Institutional Services, Inc.
Industry Financial Services
Experience
Capital Institutional Services, Inc. June 2011 - Present
self employed part-time September 2010 - May 2011
TJM Institutional Services February 2009 - September 2010
Global (Man Financial) January 2004 - January 2008
Jackson Associates, GIB os Cargill Investor Services January 1988 - January 2004
Jackson Associates (division of E.F. Hutton) January 1981 - January 1988
Skills
Risk Management, Options, Fixed Income, Trading, FINRA, Rates, Hedge Funds, Foreign Exchange, Trading Systems, Alternative Investments, Series 7, Bloomberg, Securities, Electronic Trading
Education
Southern Methodist University 1976 — 1980
BA, History
Capital Institutional Services, Inc. June 2011 - Present
self employed part-time September 2010 - May 2011
TJM Institutional Services February 2009 - September 2010
Global (Man Financial) January 2004 - January 2008
Jackson Associates, GIB os Cargill Investor Services January 1988 - January 2004
Jackson Associates (division of E.F. Hutton) January 1981 - January 1988
Skills
Risk Management, Options, Fixed Income, Trading, FINRA, Rates, Hedge Funds, Foreign Exchange, Trading Systems, Alternative Investments, Series 7, Bloomberg, Securities, Electronic Trading
Education
Southern Methodist University 1976 — 1980
BA, History
Chrystal Badillo's Capital Institutional Services, Inc. Experience September 2012 - November 2014
Job First Vice President at Capital Institutional Services, Inc.
Industry Financial Services
Experience
FirstSouthwest February 2015 - Present
Capital Institutional Services, Inc. September 2012 - November 2014
Raymond James & Associates October 2001 - April 2012
Knight Capital Group September 1999 - September 2001
Robert Flemings 1998 - 1999
ING Barings 1995 - 1998
Credit Suisse, First Boston 1993 - 1995
Skills
Risk Management, CRM, Trading, Asset Management, Asset Managment, Fixed Income, Sales, Equities, Investment Banking, Portfolio Management, Hedge Funds, Series 63, Analysis, Options, Series 7, Valuation, Mutual Funds, Asset Allocation, Financial Reporting, Start-ups, Strategic Planning, Equity Trading, Series 24, Securities, ETFs, Alternative Investments, FINRA, Capital Markets, Bloomberg, Equity Research
Education
Barnard College
Bachelor's degree in Economics, Economics
Barnard College/Columbia University
Bachelor of Arts (B.A.), Economics with a minor in Art History, Full Academic Scholarship
FirstSouthwest February 2015 - Present
Capital Institutional Services, Inc. September 2012 - November 2014
Raymond James & Associates October 2001 - April 2012
Knight Capital Group September 1999 - September 2001
Robert Flemings 1998 - 1999
ING Barings 1995 - 1998
Credit Suisse, First Boston 1993 - 1995
Skills
Risk Management, CRM, Trading, Asset Management, Asset Managment, Fixed Income, Sales, Equities, Investment Banking, Portfolio Management, Hedge Funds, Series 63, Analysis, Options, Series 7, Valuation, Mutual Funds, Asset Allocation, Financial Reporting, Start-ups, Strategic Planning, Equity Trading, Series 24, Securities, ETFs, Alternative Investments, FINRA, Capital Markets, Bloomberg, Equity Research
Education
Barnard College
Bachelor's degree in Economics, Economics
Barnard College/Columbia University
Bachelor of Arts (B.A.), Economics with a minor in Art History, Full Academic Scholarship
Jay Bayne's Capital Institutional Services, Inc. Experience June 2003 - January 2010
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Esposito Securities, LLC September 2012 - March 2015
Penson Financial Services July 2010 - July 2012
Capital Institutional Services, Inc. June 2003 - January 2010
Southwest Securities 1992 - 2003
Skills
Trading Systems, Electronic Trading, Options, Equities, Equity Trading, Back Office, Series 7, Series 63, Bloomberg, Securities, Trading
Education
St. Thomas Episcopal
Texas A&M University
TD Ameritrade March 2015 - Present
Esposito Securities, LLC September 2012 - March 2015
Penson Financial Services July 2010 - July 2012
Capital Institutional Services, Inc. June 2003 - January 2010
Southwest Securities 1992 - 2003
Skills
Trading Systems, Electronic Trading, Options, Equities, Equity Trading, Back Office, Series 7, Series 63, Bloomberg, Securities, Trading
Education
St. Thomas Episcopal
Texas A&M University
Bobby Oommen's Capital Institutional Services, Inc. Experience 2006 - Present
Job Sr Accountant at Capital Institutional Services, Inc.
Industry Financial Services
Experience
Capital Institutional Services, Inc. 2006 - Present
Education
The University of Texas at Austin 1998 — 2003
BBA, Accounting and Finance
Capital Institutional Services, Inc. 2006 - Present
Education
The University of Texas at Austin 1998 — 2003
BBA, Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY