Capital Markets Advisors, LLC
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Capital Markets Advisors, LLC Employees
Employee
Years
Job
Industry
Daniel Kemelman Daniel Kemelman's Capital Markets Advisors, LLC Experience January 2013 - November 2013
Job Founder and CEO at Daniel K Burger Holdings, LLC
Industry Food & Beverages
Experience
Daniel K Burger Holdings, LLC June 2013 - Present
Army National Guard January 2010 - January 2014
Capital Markets Advisors LLC January 2013 - November 2013
Skills
Military Experience, Entrepreneurship, Management, Strategic Planning, Public Speaking, Editing, Negotiation, Determination, High Stress Environment, Building Toothpick..., Baking Pies, Leadership Development, Analysis, Leadership
Education
Baruch College
Bachelor of Arts (B.A.), Political Science and Government, Economics, 3.39
Ramaz
Daniel K Burger Holdings, LLC June 2013 - Present
Army National Guard January 2010 - January 2014
Capital Markets Advisors LLC January 2013 - November 2013
Skills
Military Experience, Entrepreneurship, Management, Strategic Planning, Public Speaking, Editing, Negotiation, Determination, High Stress Environment, Building Toothpick..., Baking Pies, Leadership Development, Analysis, Leadership
Education
Baruch College
Bachelor of Arts (B.A.), Political Science and Government, Economics, 3.39
Ramaz
Anthony M. Sifontes Anthony M. Sifontes's Capital Markets Advisors, LLC Experience November 2013 - June 2014
Job MBA Candidate, UNC KenanFlagler Business School
Industry Higher Education
Experience
Dell May 2015 - August 2015
Capital Markets Advisors LLC November 2013 - June 2014
Bank of America October 2011 - November 2013
Delta Logistics & Delivery August 2010 - May 2011
Skills
Marketing Strategy, Marketing Communications, Relationship Management, Project Management, Microsoft Excel, Six Sigma, Anti Money Laundering, Stakeholder Engagement, VBA, Microsoft SQL Server, MS Project, SFDC, KYC, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Florida State University - College of Business 2007 — 2011
B.S.
The Consortium for Graduate Study in Management
The Consortium for Graduate Study in Management
Dell May 2015 - August 2015
Capital Markets Advisors LLC November 2013 - June 2014
Bank of America October 2011 - November 2013
Delta Logistics & Delivery August 2010 - May 2011
Skills
Marketing Strategy, Marketing Communications, Relationship Management, Project Management, Microsoft Excel, Six Sigma, Anti Money Laundering, Stakeholder Engagement, VBA, Microsoft SQL Server, MS Project, SFDC, KYC, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Florida State University - College of Business 2007 — 2011
B.S.
The Consortium for Graduate Study in Management
The Consortium for Graduate Study in Management
Michael Zimits Michael Zimits's Capital Markets Advisors, LLC Experience February 2012 - Present
Job Managing Partner at Capital Markets Advisors LLC
Industry Financial Services
Experience
Capital Markets Advisors LLC February 2012 - Present
Citi October 2010 - October 2011
Merrill Lynch January 2006 - October 2010
GlobeOp Financial Services 2000 - 2005
Skills
Series 7, Series 63, Series 24, Derivatives, Prime Brokerage, Capital Markets, Fixed Income, Middle Office, Collateral Management, FX Options, Financial Services, Equities, Risk Management, Foreign Exchange, Asset Management, Credit Derivatives, Equity Derivatives, Securities, Banking, Dodd-Frank, Hedge Funds, Bonds, Options, Swaps
Education
Adelphi University 1980 — 1985
Bachelor of Science (BS), Accounting
Chaminade High School 1976 — 1980
Capital Markets Advisors LLC February 2012 - Present
Citi October 2010 - October 2011
Merrill Lynch January 2006 - October 2010
GlobeOp Financial Services 2000 - 2005
Skills
Series 7, Series 63, Series 24, Derivatives, Prime Brokerage, Capital Markets, Fixed Income, Middle Office, Collateral Management, FX Options, Financial Services, Equities, Risk Management, Foreign Exchange, Asset Management, Credit Derivatives, Equity Derivatives, Securities, Banking, Dodd-Frank, Hedge Funds, Bonds, Options, Swaps
Education
Adelphi University 1980 — 1985
Bachelor of Science (BS), Accounting
Chaminade High School 1976 — 1980
Marie DePalo Marie DePalo's Capital Markets Advisors, LLC Experience January 2015 - Present
Job Vice President at Capital Markets Advisors, LLC
Industry Financial Services
Experience
Capital Markets Advisors, LLC January 2015 - Present
New York Municipal Advisors Corporation June 1988 - Present
Fiscal Advisors & Marketing Inc. 1988 - 1994
American Arbitration Association 1986 - 1988
Skills
Municipal Finance, School District Finance, Account Management, Office Management, Financial Analysis, Financing Structure..., Disclosure Statements, Disclosure Compliance, Credit Rating..., School District Audits..., Municipal Audits and..., Interpersonal..., QuickBooks, Mac OS, Microsoft Word, Microsoft Excel
Education
Hofstra University 1984 — 1986
Bachelor of Arts (B.A.), Social Sciences
Farmingdale State University of New York 1980 — 1982
Associate of Arts and Sciences (A.A.S.)
Walt Whitman High School 1976 — 1980
Capital Markets Advisors, LLC January 2015 - Present
New York Municipal Advisors Corporation June 1988 - Present
Fiscal Advisors & Marketing Inc. 1988 - 1994
American Arbitration Association 1986 - 1988
Skills
Municipal Finance, School District Finance, Account Management, Office Management, Financial Analysis, Financing Structure..., Disclosure Statements, Disclosure Compliance, Credit Rating..., School District Audits..., Municipal Audits and..., Interpersonal..., QuickBooks, Mac OS, Microsoft Word, Microsoft Excel
Education
Hofstra University 1984 — 1986
Bachelor of Arts (B.A.), Social Sciences
Farmingdale State University of New York 1980 — 1982
Associate of Arts and Sciences (A.A.S.)
Walt Whitman High School 1976 — 1980
Paul Raymond Paul Raymond's Capital Markets Advisors, LLC Experience January 2015 - July 2015
Job Vice President at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal August 2015 - Present
Capital Markets Advisors LLC January 2015 - July 2015
Bank of America Merrill Lynch 2006 - 2014
Bear Stearns & Co. Inc. 2002 - 2006
Bear Stearns Financial Products Inc. & Bear Stearns Trading Risk Management Inc. 1994 - 2002
Lehman Brothers Holdings Inc. 1992 - 1994
Westpac 1989 - 1992
Salomon Brothers 1988 - 1989
Salomon Brothers 1987 - 1988
Salomon Brothers 1986 - 1987
Skills
Derivatives, Fixed Income, Banking, Dodd-Frank, FACTA, ISDA, Loans, Credit, Credit Risk, Risk Management, GMRA, Manage Client..., Document Review, Onboarding, Regulatory Requirements, Series 24, Series 7, Series 63, Integration, Process Improvement, Product Development, Project Management, Business Process..., Client Relations, Client Services, Client Development, Team Leadership, Recruiting
Education
Iona College 1979 — 1983
Finance, BBA
Bank of Montreal August 2015 - Present
Capital Markets Advisors LLC January 2015 - July 2015
Bank of America Merrill Lynch 2006 - 2014
Bear Stearns & Co. Inc. 2002 - 2006
Bear Stearns Financial Products Inc. & Bear Stearns Trading Risk Management Inc. 1994 - 2002
Lehman Brothers Holdings Inc. 1992 - 1994
Westpac 1989 - 1992
Salomon Brothers 1988 - 1989
Salomon Brothers 1987 - 1988
Salomon Brothers 1986 - 1987
Skills
Derivatives, Fixed Income, Banking, Dodd-Frank, FACTA, ISDA, Loans, Credit, Credit Risk, Risk Management, GMRA, Manage Client..., Document Review, Onboarding, Regulatory Requirements, Series 24, Series 7, Series 63, Integration, Process Improvement, Product Development, Project Management, Business Process..., Client Relations, Client Services, Client Development, Team Leadership, Recruiting
Education
Iona College 1979 — 1983
Finance, BBA
Keith Brigley Keith Brigley's Capital Markets Advisors, LLC Experience May 2013 - Present
Job
Industry Financial Services
Experience
Capital Markets Advisors LLC May 2013 - Present
BMO Capital Markets 2013 - 2015
PwC Consulting February 2011 - May 2013
Capco November 2006 - January 2011
ADP Clearing & Outsourcing 1998 - 2006
Bear Stearns 1991 - 1998
Securities Settlement 1987 - 1991
LF Rothchild 1984 - 1987
Skills
Management Consulting, Risk Management, Equities, Strategy Development, Wealth Management, Business Strategy, Change Management, Operations Management, Capital Markets, Business Transformation, Securities, Strategy, Due Diligence, Business Analysis, Financial Services, Financial Modeling, Fixed Income, Investment Banking, Mergers & Acquisitions, Financial Risk, Valuation, Derivatives, Portfolio Management, Management, Consulting, Finance, Operational Risk..., Governance
Education
Pace University - Lubin School of Business 1988 — 1994
MBA, Accounting
Manhattan College 1975 — 1979
B S
Capital Markets Advisors LLC May 2013 - Present
BMO Capital Markets 2013 - 2015
PwC Consulting February 2011 - May 2013
Capco November 2006 - January 2011
ADP Clearing & Outsourcing 1998 - 2006
Bear Stearns 1991 - 1998
Securities Settlement 1987 - 1991
LF Rothchild 1984 - 1987
Skills
Management Consulting, Risk Management, Equities, Strategy Development, Wealth Management, Business Strategy, Change Management, Operations Management, Capital Markets, Business Transformation, Securities, Strategy, Due Diligence, Business Analysis, Financial Services, Financial Modeling, Fixed Income, Investment Banking, Mergers & Acquisitions, Financial Risk, Valuation, Derivatives, Portfolio Management, Management, Consulting, Finance, Operational Risk..., Governance
Education
Pace University - Lubin School of Business 1988 — 1994
MBA, Accounting
Manhattan College 1975 — 1979
B S
Prakash George Prakash George's Capital Markets Advisors, LLC Experience August 2012 - June 2015
Job Global Account Manager at DTCC
Industry Investment Banking
Experience
The Depository Trust & Clearing Corporation July 2015 - Present
Capital Markets Advisors LLC August 2012 - June 2015
Strategic Exchanges Innovative Markets January 2012 - June 2015
UBS Investment Bank July 2006 - October 2011
UBS Investment Bank March 2008 - September 2011
UBS Investment Bank July 2006 - March 2008
Morgan Stanley July 1997 - July 2006
Skills
OTC Derivatives, Client Relationship..., Client Strategy, Strategic Planning, Marketing Strategy, Business Strategy, Listed Derivatives, Futures, FX, Client Relationship..., Strategy Development..., Strategic Business..., Budgeting & Profit..., Marketing & Positioning, Brand Development, Key Business..., Regulations, Clearing, Derivatives Clearing, Dodd-Frank Bill, Derivatives, FX Options, Credit Derivatives, Strategy, CRM, Prime Brokerage, Dodd-Frank, Relationship Management, Business Analysis, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Interest Rate..., Bonds, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1997
Bachelor of Science, Finance
The Depository Trust & Clearing Corporation July 2015 - Present
Capital Markets Advisors LLC August 2012 - June 2015
Strategic Exchanges Innovative Markets January 2012 - June 2015
UBS Investment Bank July 2006 - October 2011
UBS Investment Bank March 2008 - September 2011
UBS Investment Bank July 2006 - March 2008
Morgan Stanley July 1997 - July 2006
Skills
OTC Derivatives, Client Relationship..., Client Strategy, Strategic Planning, Marketing Strategy, Business Strategy, Listed Derivatives, Futures, FX, Client Relationship..., Strategy Development..., Strategic Business..., Budgeting & Profit..., Marketing & Positioning, Brand Development, Key Business..., Regulations, Clearing, Derivatives Clearing, Dodd-Frank Bill, Derivatives, FX Options, Credit Derivatives, Strategy, CRM, Prime Brokerage, Dodd-Frank, Relationship Management, Business Analysis, Hedge Funds, Middle Office, Equity Derivatives, Electronic Trading, Interest Rate..., Bonds, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1997
Bachelor of Science, Finance
Marie-Noël Bastien Marie-Noël Bastien's Capital Markets Advisors, LLC Experience May 2011 - September 2014
Job Corporate & Investment Banking
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
Global Risk Management Advisors, Inc. May 2011 - December 2014
Capital Markets Advisors LLC May 2011 - September 2014
Citi April 2007 - May 2011
Archeus Capital Management March 2003 - April 2007
Logic International 1998 - 2003
NOMURA BANK INTERNATIONAL PLC. 1994 - 1998
Skills
Capital Markets, Hedge Funds, Derivatives, Equities, Investments, Business Strategy, Trading, Strategy, Asset Management
Education
Hartwick College
BA
JPMorgan Chase & Co. December 2014 - Present
Global Risk Management Advisors, Inc. May 2011 - December 2014
Capital Markets Advisors LLC May 2011 - September 2014
Citi April 2007 - May 2011
Archeus Capital Management March 2003 - April 2007
Logic International 1998 - 2003
NOMURA BANK INTERNATIONAL PLC. 1994 - 1998
Skills
Capital Markets, Hedge Funds, Derivatives, Equities, Investments, Business Strategy, Trading, Strategy, Asset Management
Education
Hartwick College
BA
Nicholas Sam Nicholas Sam's Capital Markets Advisors, LLC Experience June 2015 - July 2015
Job Student at Duke University
Industry
Experience
Capital Markets Advisors LLC June 2015 - July 2015
Body Blocks Fitness July 2014 - August 2014
Office of the Comptroller - City of Buffalo July 2014 - August 2014
Morgan Stanley June 2014 - August 2014
Office of the Comptroller - City of Buffalo July 2013 - August 2013
Roswell Park Cancer Institute July 2011 - August 2011
Skills
PowerPoint
Education
Duke University 2012 — 2016
Political Science, Finance, Senior
Canisius High School 2008 — 2012
Capital Markets Advisors LLC June 2015 - July 2015
Body Blocks Fitness July 2014 - August 2014
Office of the Comptroller - City of Buffalo July 2014 - August 2014
Morgan Stanley June 2014 - August 2014
Office of the Comptroller - City of Buffalo July 2013 - August 2013
Roswell Park Cancer Institute July 2011 - August 2011
Skills
PowerPoint
Education
Duke University 2012 — 2016
Political Science, Finance, Senior
Canisius High School 2008 — 2012
Peter Fasano Peter Fasano's Capital Markets Advisors, LLC Experience May 2015 - July 2015
Job Financial Intern at Capital Markets Advisors LLC
Industry Financial Services
Experience
Garden City Casino Tennis Club April 2013 - Present
Capital Markets Advisors LLC May 2015 - July 2015
Skills
Microsoft Office, Public Speaking, Management, Teamwork, Microsoft Excel, Microsoft Word, Writing, English, Team Leadership, Time Management, Telecommunications, Team Management, Teaching, Youth Development, PowerPoint, Accounting, Social Media, Finance, Financial Accounting, Facebook, Leadership, Social Networking, Networking
Education
Fordham Gabelli School of Business 2013 — 2017
Bachelor of Science (B.S.), Applied Accounting and Finance, Junior
Garden City Casino Tennis Club April 2013 - Present
Capital Markets Advisors LLC May 2015 - July 2015
Skills
Microsoft Office, Public Speaking, Management, Teamwork, Microsoft Excel, Microsoft Word, Writing, English, Team Leadership, Time Management, Telecommunications, Team Management, Teaching, Youth Development, PowerPoint, Accounting, Social Media, Finance, Financial Accounting, Facebook, Leadership, Social Networking, Networking
Education
Fordham Gabelli School of Business 2013 — 2017
Bachelor of Science (B.S.), Applied Accounting and Finance, Junior
Jack DePalo Jack DePalo's Capital Markets Advisors, LLC Experience July 2015 - Present
Job Financial Analyst Intern at Capital Markets Advisors LLC
Industry
Experience
Capital Markets Advisors LLC July 2015 - Present
Marist College Office of Advancement September 2014 - Present
Huntington Country Club May 2010 - Present
Skills
Microsoft Office, Leadership, Marketing Strategy, Sales, Team Leadership, Interpersonal Skills, Interpersonal..., Marketing Research, Human Resource..., Organization Skills, Sports, Business Planning, Golf, Analytical Skills, Finance
Education
Marist College School of Management 2013 — 2017
Bachelor's Degree, Business Administration, Marketing
Capital Markets Advisors LLC July 2015 - Present
Marist College Office of Advancement September 2014 - Present
Huntington Country Club May 2010 - Present
Skills
Microsoft Office, Leadership, Marketing Strategy, Sales, Team Leadership, Interpersonal Skills, Interpersonal..., Marketing Research, Human Resource..., Organization Skills, Sports, Business Planning, Golf, Analytical Skills, Finance
Education
Marist College School of Management 2013 — 2017
Bachelor's Degree, Business Administration, Marketing
Richard Tortora's Capital Markets Advisors, LLC Experience 2002 - Present
Job President at Capital Markets Advisors, LLC
Industry Financial Services
Experience
Capital Markets Advisors, LLC 2002 - Present
Manhasset Public Library 2006 - 2011
Evensen Dodge, Inc. February 1993 - April 2002
The Bank of New York 1988 - 1993
Hawkins Delafield & Wood LLP 1985 - 1988
Cantor Fitzgerald 1983 - 1985
Skills
Financial Analysis, Series 7, Portfolio Management, Cash Flow, Investments, Capital Markets, Asset Managment, Securities, Fixed Income, Bonds, Underwriting, Financial Structuring, Asset Management, Credit Risk, Derivatives, Finance, Trading, Financial Modeling, Financial Advisory, Mutual Funds, Credit Analysis, Investment Banking, Structured Finance, Alternative Investments, Risk Management, Hedge Funds, Municipal Bonds, Equities, Series 63, Public Finance, Bloomberg, Investment Management, FINRA, Investment Advisory, Wealth Management, Series 24, Funding, Securitization, Valuation, Project Finance, Private Equity, Financial Services, Treasury Management, Financial Markets, Banking, Due Diligence, Credit
Education
Saint John's University School of Law 1981 — 1984
JD
Fordham University 1977 — 1981
BA, Political Science/Public Administration
Holy Cross HS
Capital Markets Advisors, LLC 2002 - Present
Manhasset Public Library 2006 - 2011
Evensen Dodge, Inc. February 1993 - April 2002
The Bank of New York 1988 - 1993
Hawkins Delafield & Wood LLP 1985 - 1988
Cantor Fitzgerald 1983 - 1985
Skills
Financial Analysis, Series 7, Portfolio Management, Cash Flow, Investments, Capital Markets, Asset Managment, Securities, Fixed Income, Bonds, Underwriting, Financial Structuring, Asset Management, Credit Risk, Derivatives, Finance, Trading, Financial Modeling, Financial Advisory, Mutual Funds, Credit Analysis, Investment Banking, Structured Finance, Alternative Investments, Risk Management, Hedge Funds, Municipal Bonds, Equities, Series 63, Public Finance, Bloomberg, Investment Management, FINRA, Investment Advisory, Wealth Management, Series 24, Funding, Securitization, Valuation, Project Finance, Private Equity, Financial Services, Treasury Management, Financial Markets, Banking, Due Diligence, Credit
Education
Saint John's University School of Law 1981 — 1984
JD
Fordham University 1977 — 1981
BA, Political Science/Public Administration
Holy Cross HS
Shane Brennan Shane Brennan's Capital Markets Advisors, LLC Experience June 2007 - January 2014
Job Senior Fixed Income Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale January 2014 - Present
Capital Markets Advisors, LLC June 2007 - January 2014
Merrill Lynch September 2006 - December 2006
UBS Wealth Management June 2006 - August 2006
Skills
Public Finance, Financial Analysis, Capital Markets, Fixed Income, Bonds, Financial Modeling, Securities, Finance, Investments, Municipal Bonds, Valuation, Derivatives, Fixed Income Analysis, Financial Structuring, Financial Markets, Bloomberg, Portfolio Management, Financial Advisory, Alternative Investments, Investment Banking, Structured Finance, Hedge Funds, Credit Risk, Equities, Credit Analysis
Education
Marist College 2003 — 2007
B.S., Finance, Economics, Cum Laude
City National Rochdale January 2014 - Present
Capital Markets Advisors, LLC June 2007 - January 2014
Merrill Lynch September 2006 - December 2006
UBS Wealth Management June 2006 - August 2006
Skills
Public Finance, Financial Analysis, Capital Markets, Fixed Income, Bonds, Financial Modeling, Securities, Finance, Investments, Municipal Bonds, Valuation, Derivatives, Fixed Income Analysis, Financial Structuring, Financial Markets, Bloomberg, Portfolio Management, Financial Advisory, Alternative Investments, Investment Banking, Structured Finance, Hedge Funds, Credit Risk, Equities, Credit Analysis
Education
Marist College 2003 — 2007
B.S., Finance, Economics, Cum Laude
James Nytko James Nytko's Capital Markets Advisors, LLC Experience 2009 - Present
Job Assistant Vice President at Capital Markets Advisors, LLC
Industry Financial Services
Experience
Capital Markets Advisors, LLC 2009 - Present
Skills
Financial Structuring, Bonds, Finance, Quantative Analysis, Credit Risk Analysis, Written Communication, Oral Communication, Capital Markets, Public Finance, Credit Risk, Securitization, Mutual Funds, Cash Flow, Municipal Bonds, Derivatives, Portfolio Management, Series 7, Securities, Investments, Structured Finance, Credit Derivatives, Fixed Income, Bloomberg, Credit Analysis, Financial Analysis, Investment Banking, Alternative Investments, Financial Modeling, Hedge Funds, Structured Products, Valuation, Series 63, Equities, Investment Management
Education
Marist College
Masters Degree, Public Administration, 3.9 GPA
Marist College
Bachelor of Science (BS), Business Administration / Finance
Capital Markets Advisors, LLC 2009 - Present
Skills
Financial Structuring, Bonds, Finance, Quantative Analysis, Credit Risk Analysis, Written Communication, Oral Communication, Capital Markets, Public Finance, Credit Risk, Securitization, Mutual Funds, Cash Flow, Municipal Bonds, Derivatives, Portfolio Management, Series 7, Securities, Investments, Structured Finance, Credit Derivatives, Fixed Income, Bloomberg, Credit Analysis, Financial Analysis, Investment Banking, Alternative Investments, Financial Modeling, Hedge Funds, Structured Products, Valuation, Series 63, Equities, Investment Management
Education
Marist College
Masters Degree, Public Administration, 3.9 GPA
Marist College
Bachelor of Science (BS), Business Administration / Finance
Jordan Sanchez's Capital Markets Advisors, LLC Experience September 2012 - May 2014
Job Investment Banking Analyst, Public Finance Origination at TD
Industry Investment Banking
Experience
TD June 2015 - Present
Lazard Asset Management May 2014 - May 2015
Capital Markets Advisors LLC. September 2012 - May 2014
The Greystone Equity Fund January 2012 - May 2012
J.H.Darbie & Co. September 2011 - April 2012
Edward Jones June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Investment Banking, Bloomberg Terminal, Financial Structuring, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Morningstar, Municipal Bonds, Capital Markets, Financial Modeling, Credit, Structured Securities, Public Finance, Credit Risk, Credit Analysis, Financial Transactions, Financial Statement..., Securitization, Quantitative Finance, Municipal Law, Municipalities, Structured Finance, Close Attention to..., Document Drafting, Document Review, Legal Documents, Excel, Debt, Munex, Series 7
Education
Marist College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.6
TD June 2015 - Present
Lazard Asset Management May 2014 - May 2015
Capital Markets Advisors LLC. September 2012 - May 2014
The Greystone Equity Fund January 2012 - May 2012
J.H.Darbie & Co. September 2011 - April 2012
Edward Jones June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Investment Banking, Bloomberg Terminal, Financial Structuring, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Morningstar, Municipal Bonds, Capital Markets, Financial Modeling, Credit, Structured Securities, Public Finance, Credit Risk, Credit Analysis, Financial Transactions, Financial Statement..., Securitization, Quantitative Finance, Municipal Law, Municipalities, Structured Finance, Close Attention to..., Document Drafting, Document Review, Legal Documents, Excel, Debt, Munex, Series 7
Education
Marist College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.6
Seth Allen's Capital Markets Advisors, LLC Experience June 2008 - August 2008
Job J.D. Candidate
Industry Law Practice
Experience
University of Pennsylvania Law School August 2014 - Present
U.S. District Court for the Southern District of New York May 2015 - July 2015
Greenberg Traurig, LLP 2012 - July 2014
Bernstein Litowitz Berger & Grossmann LLP 2011 - 2012
Cadwalader, Wickersham & Taft LLP 2011 - 2011
Broadridge June 2009 - August 2009
Capital Markets Advisors, LLC June 2008 - August 2008
Skills
Document Review, Bloomberg Terminal, Case Analysis, PACER, Bloomberg Software, Courtlink, DM5, FileSite, Data Analysis, Financial Research, Asset Backed Financing, Document Retrieval, Excel models, Damages, Corporate Credit, Concordance
Education
University of Pennsylvania Law School
Juris Doctor
St. John's University, The Peter J. Tobin College of Business
B.S., Business Management, Minor in Philosophy
University of Pennsylvania Law School August 2014 - Present
U.S. District Court for the Southern District of New York May 2015 - July 2015
Greenberg Traurig, LLP 2012 - July 2014
Bernstein Litowitz Berger & Grossmann LLP 2011 - 2012
Cadwalader, Wickersham & Taft LLP 2011 - 2011
Broadridge June 2009 - August 2009
Capital Markets Advisors, LLC June 2008 - August 2008
Skills
Document Review, Bloomberg Terminal, Case Analysis, PACER, Bloomberg Software, Courtlink, DM5, FileSite, Data Analysis, Financial Research, Asset Backed Financing, Document Retrieval, Excel models, Damages, Corporate Credit, Concordance
Education
University of Pennsylvania Law School
Juris Doctor
St. John's University, The Peter J. Tobin College of Business
B.S., Business Management, Minor in Philosophy
Andrea Psoras's Capital Markets Advisors, LLC Experience June 2012 - June 2013
Job Financial Sector/Financial Analyst
Industry Financial Services
Experience
New York Society of Security Analysts aka "NYSSA" professional association and local CFA society 1990 - 2015
Capital Markets Advisors LLC June 2012 - June 2013
Independent Consulting - PLLC Family office (IC) August 2008 - May 2012
QED International Associates Inc October 2005 - August 2008
Strategic Advisory - June 1995 - September 2005
Consultant May 1999 - February 2001
KPMG Peat Marwick, LLP April 1994 - May 1995
Long term Contractor through staffing firms June 1993 - March 1994
Lyons, Zomback & Ostrowski (Advest Group) June 1988 - January 1993
TSG Holdings 1987 - 1988
Skills
Asset Managment, Start-ups, Due Diligence, Portfolio Management, Finance, Management, Equities, Mergers & Acquisitions, Strategy, Investments, Asset Management, Banking, Bloomberg, Trading, Forecasting, Capital Markets, Business Planning, Accounting, Research, Financial Services, Analysis, Private Equity, Hedge Funds, Mergers, Leadership, Market Research
Education
Columbia University in the City of New York 1984 — 1985
• Columbia U. Public Economics: Advanced research: ‘Shadow Pricing of Foreign Exchange”; Spanish
Franklin & Marshall College 1978 — 1981
BA, Business Management, Economics; Accounting
New York Society of Security Analysts aka "NYSSA" professional association and local CFA society 1990 - 2015
Capital Markets Advisors LLC June 2012 - June 2013
Independent Consulting - PLLC Family office (IC) August 2008 - May 2012
QED International Associates Inc October 2005 - August 2008
Strategic Advisory - June 1995 - September 2005
Consultant May 1999 - February 2001
KPMG Peat Marwick, LLP April 1994 - May 1995
Long term Contractor through staffing firms June 1993 - March 1994
Lyons, Zomback & Ostrowski (Advest Group) June 1988 - January 1993
TSG Holdings 1987 - 1988
Skills
Asset Managment, Start-ups, Due Diligence, Portfolio Management, Finance, Management, Equities, Mergers & Acquisitions, Strategy, Investments, Asset Management, Banking, Bloomberg, Trading, Forecasting, Capital Markets, Business Planning, Accounting, Research, Financial Services, Analysis, Private Equity, Hedge Funds, Mergers, Leadership, Market Research
Education
Columbia University in the City of New York 1984 — 1985
• Columbia U. Public Economics: Advanced research: ‘Shadow Pricing of Foreign Exchange”; Spanish
Franklin & Marshall College 1978 — 1981
BA, Business Management, Economics; Accounting
Bill Glasso's Capital Markets Advisors, LLC Experience 2002 - 2006
Job Principal at Causey Demgen & Moore
Industry Accounting
Experience
Causey Demgen & Moore Inc. July 2006 - Present
Capital Markets Advisors, LLC 2002 - 2006
Evensen Dodge, Inc. 2001 - 2002
Education
University of Central Florida 1995 — 1997
MBA
University of Central Florida - College of Business Administration 1995 — 1997
MBA, Finance and Accounting
Causey Demgen & Moore Inc. July 2006 - Present
Capital Markets Advisors, LLC 2002 - 2006
Evensen Dodge, Inc. 2001 - 2002
Education
University of Central Florida 1995 — 1997
MBA
University of Central Florida - College of Business Administration 1995 — 1997
MBA, Finance and Accounting
Anthony Nash's Capital Markets Advisors, LLC Experience August 2004 - Present
Job Vice President at Capital Markets Advisors, LLC
Industry Financial Services
Experience
Capital Markets Advisors, LLC August 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Word, Financial Analysis, Social Media, Customer Service, Project Management, Public Speaking, Research, New Business Development, Budgets, Process Improvement, Program Management, Marketing Strategy, Negotiation, Event Planning, Account Management, Team Leadership, Municipal Bonds, Finance
Education
Binghamton University 2000 — 2004
B.S., Financial Economics
RFA 1997 — 2000
Capital Markets Advisors, LLC August 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Word, Financial Analysis, Social Media, Customer Service, Project Management, Public Speaking, Research, New Business Development, Budgets, Process Improvement, Program Management, Marketing Strategy, Negotiation, Event Planning, Account Management, Team Leadership, Municipal Bonds, Finance
Education
Binghamton University 2000 — 2004
B.S., Financial Economics
RFA 1997 — 2000
Steven Edelstein's Capital Markets Advisors, LLC Experience March 2012 - Present
Job Regional Head of Talent Acquisition for North America for Capital Markets Advisors LLC
Industry Financial Services
Experience
Capital Markets Advisors LLC March 2012 - Present
MetLife September 2013 - December 2013
UBS Investment Bank December 2012 - March 2013
RBS Global Banking & Markets August 2011 - February 2012
Citi February 2011 - August 2011
JPMorgan Chase June 2010 - October 2010
UBS October 2009 - May 2010
Bank of America July 2008 - September 2008
UBS Investment Bank October 2006 - January 2008
Fidelity Investments March 2005 - July 2006
Skills
Vendor Management, PeopleSoft, Information Technology, Financial Risk, Technical Recruiting, Visio, Business Process..., Business Process, Process Improvement, Financial Analysis, Project Management, Stakeholder Management, Software Documentation, Financial Services, Business Analysis, Microsoft Office 2007, Recruiting
Education
New York University
Master of Public Administration (MPA), Public Administration
Capital Markets Advisors LLC March 2012 - Present
MetLife September 2013 - December 2013
UBS Investment Bank December 2012 - March 2013
RBS Global Banking & Markets August 2011 - February 2012
Citi February 2011 - August 2011
JPMorgan Chase June 2010 - October 2010
UBS October 2009 - May 2010
Bank of America July 2008 - September 2008
UBS Investment Bank October 2006 - January 2008
Fidelity Investments March 2005 - July 2006
Skills
Vendor Management, PeopleSoft, Information Technology, Financial Risk, Technical Recruiting, Visio, Business Process..., Business Process, Process Improvement, Financial Analysis, Project Management, Stakeholder Management, Software Documentation, Financial Services, Business Analysis, Microsoft Office 2007, Recruiting
Education
New York University
Master of Public Administration (MPA), Public Administration
Elie Mala's Capital Markets Advisors, LLC Experience June 2014 - March 2015
Job Business Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2014 - Present
Capital Markets Advisors LLC June 2014 - March 2015
Stony Brook Medicine March 2014 - May 2014
Stony Brook University, Charles B. Wang Center February 2012 - May 2013
State University of New York July 2012 - September 2012
Chinatown Partnership LDC January 2012 - January 2012
City University of New York June 2011 - August 2011
Sandberg and Sikorski Diamond Corporation July 2004 - July 2008
Education
Stony Brook University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Stony Brook University 2010 — 2014
Bachelor of Arts (B.A.), History
Manhattan Day School
BMO Capital Markets October 2014 - Present
Capital Markets Advisors LLC June 2014 - March 2015
Stony Brook Medicine March 2014 - May 2014
Stony Brook University, Charles B. Wang Center February 2012 - May 2013
State University of New York July 2012 - September 2012
Chinatown Partnership LDC January 2012 - January 2012
City University of New York June 2011 - August 2011
Sandberg and Sikorski Diamond Corporation July 2004 - July 2008
Education
Stony Brook University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Stony Brook University 2010 — 2014
Bachelor of Arts (B.A.), History
Manhattan Day School
William Reimer's Capital Markets Advisors, LLC Experience September 2012 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Fulcrum Securities, LLC August 2013 - December 2013
Capital Markets Advisors, LLC September 2012 - December 2012
AFS, LLC May 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
New York Yacht Club January 2012 - May 2012
Education
Fordham University
Bachelor of Science, Finance; Alternative Investments
Fulcrum Securities, LLC August 2013 - December 2013
Capital Markets Advisors, LLC September 2012 - December 2012
AFS, LLC May 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
New York Yacht Club January 2012 - May 2012
Education
Fordham University
Bachelor of Science, Finance; Alternative Investments