Carlin Financial Group
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Carlin Financial Group Employees
Employee
Years
Job
Industry
Octavio Riano Octavio Riano's Carlin Financial Group Experience 2003 - 2005
Job MT4 MT5 eSignal Programming Services at DigitalTradingSystems.com
Industry Program Development
Experience
DigitalTradingSystems.com January 2003 - Present
eSignalprogrammer.com September 2013 - Present
Carlin Financial Group 2003 - 2005
Skills
Private Equity, Venture Capital, Financial Modeling, Investments, Corporate Finance, High Frequency Trading
Education
Nova Southeastern University 1999 — 2000
Master of Business Administration (MBA)
Universidad Externado de Colombia 1991 — 1996
Bachelor of Business Administration (BBA)
DigitalTradingSystems.com January 2003 - Present
eSignalprogrammer.com September 2013 - Present
Carlin Financial Group 2003 - 2005
Skills
Private Equity, Venture Capital, Financial Modeling, Investments, Corporate Finance, High Frequency Trading
Education
Nova Southeastern University 1999 — 2000
Master of Business Administration (MBA)
Universidad Externado de Colombia 1991 — 1996
Bachelor of Business Administration (BBA)
Frankie Ng Frankie Ng's Carlin Financial Group Experience June 2004 - July 2006
Job
Industry Financial Services
Experience
Assent LLC August 2006 - June 2010
Carlin Financial Group June 2004 - July 2006
Thomson Reuters January 2003 - May 2004
Skills
Trading, Equity Trading, Risk Management, Technical Analysis, Hedging, Financial Markets, Bonds, Trading Systems, Electronic Trading, Microsoft Office, Bloomberg, Options, Fixed Income
Education
City University of New York-Baruch College 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Assent LLC August 2006 - June 2010
Carlin Financial Group June 2004 - July 2006
Thomson Reuters January 2003 - May 2004
Skills
Trading, Equity Trading, Risk Management, Technical Analysis, Hedging, Financial Markets, Bonds, Trading Systems, Electronic Trading, Microsoft Office, Bloomberg, Options, Fixed Income
Education
City University of New York-Baruch College 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Jeremy Frommer Jeremy Frommer's Carlin Financial Group Experience 2004 - 2007
Job CEO at Jerrick Media
Industry Venture Capital & Private Equity
Experience
Jerrick Media 2013 - Present
Filthy Gorgeous Media 2013 - Present
JAJ Holdings LLC 2013 - Present
OMNIReboot.com 2012 - Present
Jerrick Media 2013 - Present
RBC Capital Markets Corporation 2007 - 2009
Carlin Financial Group 2004 - 2007
NextGen Trading 2002 - 2004
Bank of America 2000 - 2002
Royal Bank of Canada 1997 - 2000
Skills
Strategic Planning, Management, Public Speaking, Customer Service, Research, Social Media Marketing, Sales Management, Social Media, Marketing Strategy, Non-profits, Real Estate, Marketing Communications, Marketing, Equities, Trading, Nonprofits, Hedge Funds, Advertising, Sales, Negotiation, Entrepreneurship, Investments, Mergers & Acquisitions, Social Networking, Asset Management, Leadership
Education
SUNY Albany 1986 — 1990
BA, Philosophy, specialization in Logic
London School of Economics and Political Science
Jerrick Media 2013 - Present
Filthy Gorgeous Media 2013 - Present
JAJ Holdings LLC 2013 - Present
OMNIReboot.com 2012 - Present
Jerrick Media 2013 - Present
RBC Capital Markets Corporation 2007 - 2009
Carlin Financial Group 2004 - 2007
NextGen Trading 2002 - 2004
Bank of America 2000 - 2002
Royal Bank of Canada 1997 - 2000
Skills
Strategic Planning, Management, Public Speaking, Customer Service, Research, Social Media Marketing, Sales Management, Social Media, Marketing Strategy, Non-profits, Real Estate, Marketing Communications, Marketing, Equities, Trading, Nonprofits, Hedge Funds, Advertising, Sales, Negotiation, Entrepreneurship, Investments, Mergers & Acquisitions, Social Networking, Asset Management, Leadership
Education
SUNY Albany 1986 — 1990
BA, Philosophy, specialization in Logic
London School of Economics and Political Science
Felix Shtayner Felix Shtayner's Carlin Financial Group Experience October 2003 - September 2007
Job CHICAGO MEDALLION MGMT.
Industry Transportation/Trucking/Railroad
Experience
Chicago Medallion Management Corp. December 2007 - Present
Jewel Cab Corp. April 2008 - Present
Carlin Financial Group October 2003 - September 2007
Arista Records August 2001 - August 2003
Skills
Operations Management, Fleet Management, Forecasting, Strategic Planning, Transportation, Change Management, Logistics, Business Strategy, Team Building, Process Improvement, Negotiation, Risk Management, Leadership, Budgets, Contract Negotiation, Project Management, Supply Chain Management, Personnel Management, Transportation..., Entrepreneurship, Equity Trading, Business Planning, Series 7, Marketing, Alternative Investments, Purchasing, Proprietary Trading, Inventory Management, Strategy, Compliance
Education
Lynn University 1996 — 2000
Bachelor's degree, Business Administration, Management and Operations
Chicago Medallion Management Corp. December 2007 - Present
Jewel Cab Corp. April 2008 - Present
Carlin Financial Group October 2003 - September 2007
Arista Records August 2001 - August 2003
Skills
Operations Management, Fleet Management, Forecasting, Strategic Planning, Transportation, Change Management, Logistics, Business Strategy, Team Building, Process Improvement, Negotiation, Risk Management, Leadership, Budgets, Contract Negotiation, Project Management, Supply Chain Management, Personnel Management, Transportation..., Entrepreneurship, Equity Trading, Business Planning, Series 7, Marketing, Alternative Investments, Purchasing, Proprietary Trading, Inventory Management, Strategy, Compliance
Education
Lynn University 1996 — 2000
Bachelor's degree, Business Administration, Management and Operations
Jonathan Schuldenfrei Jonathan Schuldenfrei's Carlin Financial Group Experience August 2003 - March 2006
Job Senior Manager at Deloitte Advisory
Industry Financial Services
Experience
Deloitte Financial Advisory Services July 2008 - Present
GMAC Commercial Finance March 2006 - July 2008
Carlin Financial Group August 2003 - March 2006
Heartland Securities Corp March 2000 - August 2003
N/A September 1996 - February 2000
Skills
Equities, Portfolio Management, Capital Markets, Fixed Income, Financial Analysis, Derivatives, Investments, Trading, Corporate Finance, Risk Management, Asset Managment, Strategic Financial..., Financial Modeling, Capital Structure, Asset Based Lending, Hedge Funds, Equity Trading, Valuation, Proprietary Trading
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance and Accounting
Oberlin College
Bachelor of Arts, Developmental Economics and Spanish
Stanford University
Deloitte Financial Advisory Services July 2008 - Present
GMAC Commercial Finance March 2006 - July 2008
Carlin Financial Group August 2003 - March 2006
Heartland Securities Corp March 2000 - August 2003
N/A September 1996 - February 2000
Skills
Equities, Portfolio Management, Capital Markets, Fixed Income, Financial Analysis, Derivatives, Investments, Trading, Corporate Finance, Risk Management, Asset Managment, Strategic Financial..., Financial Modeling, Capital Structure, Asset Based Lending, Hedge Funds, Equity Trading, Valuation, Proprietary Trading
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance and Accounting
Oberlin College
Bachelor of Arts, Developmental Economics and Spanish
Stanford University
Laurie Lee Mead Laurie Lee Mead's Carlin Financial Group Experience March 2003 - March 2004
Job Mortgage Banker at Chase
Industry Real Estate
Experience
Chase September 2015 - Present
First National Bank December 2013 - September 2015
Colorado Landmark Realtors September 2011 - September 2014
Bank of America January 2009 - August 2012
Capital One November 2007 - January 2009
Chase April 2005 - October 2007
Coldwell Banker Real Estate January 2002 - September 2005
Carlin Financial Group March 2003 - March 2004
Tanning Technology January 2001 - January 2002
MC Technology January 1999 - January 2000
Skills
Business Development, Sales Operations, Selling, Real Estate, Sales, Solution Selling, New Business Development, Marketing, Loans, Consulting, Residential Homes, Sales Process, Management
Education
Colorado State University 1995 — 1997
MBA, Business, Management, Marketing, and Related Support Services
Florida State University
BA, Business Management
Chase September 2015 - Present
First National Bank December 2013 - September 2015
Colorado Landmark Realtors September 2011 - September 2014
Bank of America January 2009 - August 2012
Capital One November 2007 - January 2009
Chase April 2005 - October 2007
Coldwell Banker Real Estate January 2002 - September 2005
Carlin Financial Group March 2003 - March 2004
Tanning Technology January 2001 - January 2002
MC Technology January 1999 - January 2000
Skills
Business Development, Sales Operations, Selling, Real Estate, Sales, Solution Selling, New Business Development, Marketing, Loans, Consulting, Residential Homes, Sales Process, Management
Education
Colorado State University 1995 — 1997
MBA, Business, Management, Marketing, and Related Support Services
Florida State University
BA, Business Management
Armel Valenzuela, CPA Armel Valenzuela, CPA's Carlin Financial Group Experience November 2000 - December 2006
Job Senior Corporate Accountant at Tronox
Industry Financial Services
Experience
Tronox January 2015 - Present
PepsiCo - Pepsi Beverages Company November 2013 - December 2014
RBS Citizens Financial Group February 2014 - October 2014
Darien Rowayton Bank Education Finance Division July 2013 - August 2013
RBC Capital Markets January 2007 - July 2013
Carlin Financial Group November 2000 - December 2006
Rosen Seymour Shapss Martin & Company LLP November 1998 - November 2000
Skills
Reconciliation, Financial Analysis, Financial Reporting, Financial Accounting, Compensations, Deferred Compensation, Financial Variance..., Internal Audit, Tax Preparation, Analytics, Account Reconciliation, Compliance, Derivatives, Documentaries, Microsoft Excel, Equities, General Ledger, Microsoft Office, Microsoft Word, Nonprofits, QuickBooks, Tax Returns, Corporate Tax, SEC filings, Employee Benefits, External Audit, Variance Analysis, Fixed Assets
Education
City University of New York-Herbert H. Lehman College
Bachelor's degree, Accounting
Tronox January 2015 - Present
PepsiCo - Pepsi Beverages Company November 2013 - December 2014
RBS Citizens Financial Group February 2014 - October 2014
Darien Rowayton Bank Education Finance Division July 2013 - August 2013
RBC Capital Markets January 2007 - July 2013
Carlin Financial Group November 2000 - December 2006
Rosen Seymour Shapss Martin & Company LLP November 1998 - November 2000
Skills
Reconciliation, Financial Analysis, Financial Reporting, Financial Accounting, Compensations, Deferred Compensation, Financial Variance..., Internal Audit, Tax Preparation, Analytics, Account Reconciliation, Compliance, Derivatives, Documentaries, Microsoft Excel, Equities, General Ledger, Microsoft Office, Microsoft Word, Nonprofits, QuickBooks, Tax Returns, Corporate Tax, SEC filings, Employee Benefits, External Audit, Variance Analysis, Fixed Assets
Education
City University of New York-Herbert H. Lehman College
Bachelor's degree, Accounting
Meenal Vaggyani Meenal Vaggyani's Carlin Financial Group Experience August 2005 - October 2005
Job QA Lead/SME at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis February 2011 - Present
LexisNexis November 2007 - July 2010
Tranzact October 2005 - November 2007
Carlin Financial Group August 2005 - October 2005
IAL Technologies Limited 1999 - 2001
Skills
Agile Methodologies, SDLC, Quality Assurance, Quality Center, Defect Life Cycle, Mobile Testing, Software Verification, Test Automation, Test Planning, User Acceptance Testing, Software Quality..., Web Applications, Project Management, Leadership, Scrum, Testing, Management, QTP, Software Documentation, SEO, Test Management, Databases, Team Building, Problem Solving, Agile Project Management, Integration, Performance Testing, SQL, Software Project..., Business Requirements, Regression Testing, Test Cases
Education
Pune Institute of Computer Technology
MCM
LexisNexis February 2011 - Present
LexisNexis November 2007 - July 2010
Tranzact October 2005 - November 2007
Carlin Financial Group August 2005 - October 2005
IAL Technologies Limited 1999 - 2001
Skills
Agile Methodologies, SDLC, Quality Assurance, Quality Center, Defect Life Cycle, Mobile Testing, Software Verification, Test Automation, Test Planning, User Acceptance Testing, Software Quality..., Web Applications, Project Management, Leadership, Scrum, Testing, Management, QTP, Software Documentation, SEO, Test Management, Databases, Team Building, Problem Solving, Agile Project Management, Integration, Performance Testing, SQL, Software Project..., Business Requirements, Regression Testing, Test Cases
Education
Pune Institute of Computer Technology
MCM
Dan Viola's Carlin Financial Group Experience August 2002 - April 2006
Job Partner at Sadis & Goldberg LLP/FINRA Arbitrator
Industry Law Practice
Experience
Sadis & Goldberg LLP October 2006 - Present
Financial Industry Regulatory Authority 1998 - Present
Carlin Financial Group August 2002 - April 2006
VIOCO August 1995 - June 2005
US Securities and Exchange Commission August 1992 - August 1995
Skills
Structures and..., Regulatory Compliance, Compliance Policy..., Mock SEC compliance..., Compliance Training, Investments, Hedge Funds, FINRA, SEC, Securities, Options, Equities, Financial Markets, Alternative Investments, Asset Management, Capital Markets, Derivatives, Trading, Private Placements, Broker-Dealer, Private Equity, Corporate Governance, Securities Regulation, Trading Systems, Arbitration, Litigation, Commodity, Due Diligence, Investment Advisers Act, Securities Litigation, Venture Capital, Investment Company Act, AML, Series 24, ERISA, Investment Management, Series 7, Financial Regulation, Corporate Law, Fund Of Funds, Mutual Funds, Dodd-Frank, Investment Advisory, Financial Services, Equity Trading, Proprietary Trading, Prime Brokerage, ETFs, Securities Offerings, Structured Finance
Education
Saint John's University School of Law 1993 — 1996
Doctor of Law (J.D.), Law
Saint John's University 1989 — 1992
Bachelor of Science (B.S.), Finance, General
Sadis & Goldberg LLP October 2006 - Present
Financial Industry Regulatory Authority 1998 - Present
Carlin Financial Group August 2002 - April 2006
VIOCO August 1995 - June 2005
US Securities and Exchange Commission August 1992 - August 1995
Skills
Structures and..., Regulatory Compliance, Compliance Policy..., Mock SEC compliance..., Compliance Training, Investments, Hedge Funds, FINRA, SEC, Securities, Options, Equities, Financial Markets, Alternative Investments, Asset Management, Capital Markets, Derivatives, Trading, Private Placements, Broker-Dealer, Private Equity, Corporate Governance, Securities Regulation, Trading Systems, Arbitration, Litigation, Commodity, Due Diligence, Investment Advisers Act, Securities Litigation, Venture Capital, Investment Company Act, AML, Series 24, ERISA, Investment Management, Series 7, Financial Regulation, Corporate Law, Fund Of Funds, Mutual Funds, Dodd-Frank, Investment Advisory, Financial Services, Equity Trading, Proprietary Trading, Prime Brokerage, ETFs, Securities Offerings, Structured Finance
Education
Saint John's University School of Law 1993 — 1996
Doctor of Law (J.D.), Law
Saint John's University 1989 — 1992
Bachelor of Science (B.S.), Finance, General
Christy Leonard Christy Leonard's Carlin Financial Group Experience November 1998 - December 2006
Job Chief Operating Officer at Aroya Capital LP
Industry Financial Services
Experience
Aroya Capital LP May 2014 - Present
N/A January 2012 - April 2014
RBC Capital Markets January 2007 - October 2011
Carlin Financial Group November 1998 - December 2006
Dain Rauscher, Inc August 1997 - October 1998
Skills
Fixed Income, Strategy, Equities, Finance, Trading Strategies, Human Resources, Capital Markets, Trading, Proprietary Trading, Series 7, Investments, Asset Management, Hedge Funds, Disaster Recovery, Trading Systems, Equity Trading, Options
Education
University of Hartford
MBA
University of North Texas
BBA, Marketing Managment
Aroya Capital LP May 2014 - Present
N/A January 2012 - April 2014
RBC Capital Markets January 2007 - October 2011
Carlin Financial Group November 1998 - December 2006
Dain Rauscher, Inc August 1997 - October 1998
Skills
Fixed Income, Strategy, Equities, Finance, Trading Strategies, Human Resources, Capital Markets, Trading, Proprietary Trading, Series 7, Investments, Asset Management, Hedge Funds, Disaster Recovery, Trading Systems, Equity Trading, Options
Education
University of Hartford
MBA
University of North Texas
BBA, Marketing Managment
David .G's Carlin Financial Group Experience 1998 - 2002
Job
Industry Marketing and Advertising
Experience
Everyday Health Local 2010 - 2013
JP Morgan Chase 2009 - 2009
Blackstar Group, LLC 2008 - 2009
Triumph Funding Corp. 2003 - 2008
Ameriquest Mortgage 2002 - 2003
Carlin Financial Group 1998 - 2002
Skills
Lead Generation, Social Media Marketing, SEO, SEM, Sales, Social Media, Start-ups, Marketing Strategy, Marketing, Online Marketing, Leadership, Facebook, Strategy, Training, Contract Negotiation, Account Management, Management, Inside Sales, Salesforce.com, Web Marketing, Loans, Web Design, Social Networking, Outlook, Facebook Marketing, Business Development, New Business Development, Mortgage Lending, Mortgage Banking, Customer Retention, Investment Properties, Mergers & Acquisitions, Cosmetic Dentistry, Business Management, Leadership Development, Market Research, Search Advertising, Advertising Sales, Google Place and Local..., Audience Engagement, Client Development, Client Engagement, Client Relations, Coaching & Mentoring, Cold Calling, Consulting, Consumer Engagement, Creative Strategy, Customer Communications, Digital Media
Education
St. John’s University, College of Business Administration
Bachelor of Science (BS), Finance & Marketing
City University of New York
A.S. Degree, Marketing Management
Everyday Health Local 2010 - 2013
JP Morgan Chase 2009 - 2009
Blackstar Group, LLC 2008 - 2009
Triumph Funding Corp. 2003 - 2008
Ameriquest Mortgage 2002 - 2003
Carlin Financial Group 1998 - 2002
Skills
Lead Generation, Social Media Marketing, SEO, SEM, Sales, Social Media, Start-ups, Marketing Strategy, Marketing, Online Marketing, Leadership, Facebook, Strategy, Training, Contract Negotiation, Account Management, Management, Inside Sales, Salesforce.com, Web Marketing, Loans, Web Design, Social Networking, Outlook, Facebook Marketing, Business Development, New Business Development, Mortgage Lending, Mortgage Banking, Customer Retention, Investment Properties, Mergers & Acquisitions, Cosmetic Dentistry, Business Management, Leadership Development, Market Research, Search Advertising, Advertising Sales, Google Place and Local..., Audience Engagement, Client Development, Client Engagement, Client Relations, Coaching & Mentoring, Cold Calling, Consulting, Consumer Engagement, Creative Strategy, Customer Communications, Digital Media
Education
St. John’s University, College of Business Administration
Bachelor of Science (BS), Finance & Marketing
City University of New York
A.S. Degree, Marketing Management
Trieu Le Trieu Le's Carlin Financial Group Experience November 2003 - November 2005
Job Financial Services Professional
Industry Financial Services
Experience
Quasar Trading July 2011 - August 2012
Goldman Sachs July 2006 - May 2008
Credit Suisse February 2006 - April 2006
Carlin Financial Group November 2003 - November 2005
esolis September 2002 - April 2003
Hold Brothers Capital, LLC July 2000 - April 2001
Young Scholars Liberty Partnership Program of Utica College of Syracuse University August 1997 - August 1998
Skills
Microsoft Office, Photoshop, Bloomberg, Reuters, EDGAR, DTC, Series 7, Series 55, Series 56, Series 63, Vietnamese, French
Education
Colgate University 1994 — 1999
Bachelor of Arts (BA)
Quasar Trading July 2011 - August 2012
Goldman Sachs July 2006 - May 2008
Credit Suisse February 2006 - April 2006
Carlin Financial Group November 2003 - November 2005
esolis September 2002 - April 2003
Hold Brothers Capital, LLC July 2000 - April 2001
Young Scholars Liberty Partnership Program of Utica College of Syracuse University August 1997 - August 1998
Skills
Microsoft Office, Photoshop, Bloomberg, Reuters, EDGAR, DTC, Series 7, Series 55, Series 56, Series 63, Vietnamese, French
Education
Colgate University 1994 — 1999
Bachelor of Arts (BA)
Matthew Mishan, CFA Matthew Mishan, CFA's Carlin Financial Group Experience January 2004 - August 2005
Job Research Analyst at KeyBanc Capital Markets
Industry Investment Management
Experience
KeyBanc Capital Markets September 2013 - Present
KeyBanc Capital Markets July 2012 - September 2013
KeyBanc Capital Markets December 2007 - July 2012
Carlin Financial Group January 2004 - August 2005
E*Trade Professional January 2003 - December 2003
JGM Securities January 2000 - December 2002
Morgan Stanley Dean Witter May 1998 - October 1999
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Capital Markets
University of Florida 1994 — 1998
BSBS, Finance
KeyBanc Capital Markets September 2013 - Present
KeyBanc Capital Markets July 2012 - September 2013
KeyBanc Capital Markets December 2007 - July 2012
Carlin Financial Group January 2004 - August 2005
E*Trade Professional January 2003 - December 2003
JGM Securities January 2000 - December 2002
Morgan Stanley Dean Witter May 1998 - October 1999
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Capital Markets
University of Florida 1994 — 1998
BSBS, Finance
Steven Graff Steven Graff's Carlin Financial Group Experience June 2003 - June 2004
Job SD Graff Surveying
Industry Consumer Services
Experience
Graff Surveying December 2011 - Present
Plant Site Logistics August 2008 - December 2011
USC Consulting Group March 2007 - July 2008
Prime Residential Mortgage September 2006 - March 2007
Freddie Mac September 2005 - September 2006
Buyers Connection Realty June 2004 - September 2005
Carlin Financial Group June 2003 - June 2004
Worldco Financial Services June 2002 - June 2003
Camp Takajo May 2001 - August 2001
Skills
Process Improvement, Customer Relations, Strategic Planning, Financial Analysis, Operations Management, Business Analysis
Education
Western Illinois University 2009 — 2011
Master of Business Administration, MBA
Duquesne University 1998 — 2002
Bachelor of Science, Finance & Investment Mgmt
Knoch High School 1994 — 1998
High School, High School
Graff Surveying December 2011 - Present
Plant Site Logistics August 2008 - December 2011
USC Consulting Group March 2007 - July 2008
Prime Residential Mortgage September 2006 - March 2007
Freddie Mac September 2005 - September 2006
Buyers Connection Realty June 2004 - September 2005
Carlin Financial Group June 2003 - June 2004
Worldco Financial Services June 2002 - June 2003
Camp Takajo May 2001 - August 2001
Skills
Process Improvement, Customer Relations, Strategic Planning, Financial Analysis, Operations Management, Business Analysis
Education
Western Illinois University 2009 — 2011
Master of Business Administration, MBA
Duquesne University 1998 — 2002
Bachelor of Science, Finance & Investment Mgmt
Knoch High School 1994 — 1998
High School, High School
Michael Vinokur Michael Vinokur's Carlin Financial Group Experience July 1997 - April 2004
Job VP of BusinessDevelopment at Strategic Funding Source, Inc
Industry Financial Services
Experience
Strategic Funding Source, Inc August 2015 - Present
CAPITAL STACK LLC April 2014 - August 2015
Merchant Funding Solutions LLC. June 2012 - May 2014
G2 Trading September 2012 - February 2014
Leeb Group July 2010 - June 2012
Carlin Financial Group July 1997 - April 2004
Refco October 1994 - January 1997
Skills
Sales, Sales Management, Merchant Cash Advance, Merchant Card Processing, Loans, Funding, Small Business Lending, Marketing Strategy, B2B Marketing Strategy, Asset Based Lending, Lines Of Credit, Factoring, Trading, Risk Management, Electronic Trading, Equity Trading, Trading Systems, Pattern Recognition, Technical Analysis, Portfolio Management, Hedge Funds, Management, Credit, Strategic Planning, Investments, Banking
Education
Rutgers Business School 1989 — 1992
Bachelor of Science (B.S.), Finance, General
Strategic Funding Source, Inc August 2015 - Present
CAPITAL STACK LLC April 2014 - August 2015
Merchant Funding Solutions LLC. June 2012 - May 2014
G2 Trading September 2012 - February 2014
Leeb Group July 2010 - June 2012
Carlin Financial Group July 1997 - April 2004
Refco October 1994 - January 1997
Skills
Sales, Sales Management, Merchant Cash Advance, Merchant Card Processing, Loans, Funding, Small Business Lending, Marketing Strategy, B2B Marketing Strategy, Asset Based Lending, Lines Of Credit, Factoring, Trading, Risk Management, Electronic Trading, Equity Trading, Trading Systems, Pattern Recognition, Technical Analysis, Portfolio Management, Hedge Funds, Management, Credit, Strategic Planning, Investments, Banking
Education
Rutgers Business School 1989 — 1992
Bachelor of Science (B.S.), Finance, General
Benjamin Koby Benjamin Koby's Carlin Financial Group Experience 2001 - 2004
Job
Industry Pharmaceuticals
Experience
ZymoGenetics, a Bristol-Myers Squibb Company May 2011 - Present
Bristol-Myers Squibb, Princeton, New Jersey September 2009 - August 2011
Bristol-Myers Squibb, Princeton, New Jersey May 2006 - September 2009
Needham & Company 2005 - 2005
Carlin Financial Group 2001 - 2004
Thomas Weisel Partners March 1999 - August 2000
SG Cowen May 1997 - March 1999
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Managerial Finance, Management, Strategic Financial..., Program Management, Leadership, Finance, Pharmaceutical Industry, Investments, Project Planning, Restructuring, Financial Modeling, Financial Analysis, Financial Services, Sales, Due Diligence, Forecasting, Cross-functional Team...
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA
Georgetown University 1994 — 1998
BS, Finance & Management
ZymoGenetics, a Bristol-Myers Squibb Company May 2011 - Present
Bristol-Myers Squibb, Princeton, New Jersey September 2009 - August 2011
Bristol-Myers Squibb, Princeton, New Jersey May 2006 - September 2009
Needham & Company 2005 - 2005
Carlin Financial Group 2001 - 2004
Thomas Weisel Partners March 1999 - August 2000
SG Cowen May 1997 - March 1999
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Managerial Finance, Management, Strategic Financial..., Program Management, Leadership, Finance, Pharmaceutical Industry, Investments, Project Planning, Restructuring, Financial Modeling, Financial Analysis, Financial Services, Sales, Due Diligence, Forecasting, Cross-functional Team...
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA
Georgetown University 1994 — 1998
BS, Finance & Management
Richard Tyroler's Carlin Financial Group Experience January 1998 - December 2001
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2011 - Present
Smith Barney July 2007 - April 2011
UBS Wealth Management July 2005 - July 2007
Carlin Financial Group January 1998 - December 2001
Timber Lake & Tyler Hill Camps September 1980 - October 1997
Skills
Retirement Planning, Investments, Insurance, Long-term Care, Philanthropy, Education Funding, Estate Planning...
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Business/Marketing
Wells Fargo Advisors, LLC April 2011 - Present
Smith Barney July 2007 - April 2011
UBS Wealth Management July 2005 - July 2007
Carlin Financial Group January 1998 - December 2001
Timber Lake & Tyler Hill Camps September 1980 - October 1997
Skills
Retirement Planning, Investments, Insurance, Long-term Care, Philanthropy, Education Funding, Estate Planning...
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Business/Marketing
Mike Ball's Carlin Financial Group Experience February 2004 - January 2005
Job Sr. Development Manager at TradeStation
Industry Investment Management
Experience
TradeStation August 2015 - Present
A.C.S. January 2010 - Present
TradeStation December 2013 - July 2015
Silicon Valley Bank October 2009 - January 2011
Etrade March 2007 - October 2009
StrataTrade Capital Management November 2005 - January 2007
Magnus Capital Management January 2005 - November 2005
Carlin Financial Group February 2004 - January 2005
Redwood Trading, LLC March 2003 - January 2004
PEF Financial Services January 2001 - March 2003
Skills
Product Management, Product Requirements, Electronic Trading, Trading Systems, Trading, Equities, Competitive Analysis, Derivatives, Financial Services, Agile Methodologies, Alternative Investments, Analytics, Portfolio Management, Financial Markets, Hedge Funds, Management, Fixed Income, Investments, Capital Markets
Education
California State University-Fresno 1991 — 1995
Bachelor of Science (BS), International Business/Trade/Commerce
TradeStation August 2015 - Present
A.C.S. January 2010 - Present
TradeStation December 2013 - July 2015
Silicon Valley Bank October 2009 - January 2011
Etrade March 2007 - October 2009
StrataTrade Capital Management November 2005 - January 2007
Magnus Capital Management January 2005 - November 2005
Carlin Financial Group February 2004 - January 2005
Redwood Trading, LLC March 2003 - January 2004
PEF Financial Services January 2001 - March 2003
Skills
Product Management, Product Requirements, Electronic Trading, Trading Systems, Trading, Equities, Competitive Analysis, Derivatives, Financial Services, Agile Methodologies, Alternative Investments, Analytics, Portfolio Management, Financial Markets, Hedge Funds, Management, Fixed Income, Investments, Capital Markets
Education
California State University-Fresno 1991 — 1995
Bachelor of Science (BS), International Business/Trade/Commerce
Elise Owen's Carlin Financial Group Experience 2004 - 2006
Job Senior Marketing Professional
Industry Financial Services
Experience
Prudential Bache October 2009 - June 2011
RBC Capital Markets May 2004 - October 2009
Carlin Financial Group 2004 - 2006
Skills
Marketing
Education
New York University 2007 — 2008
Professional Certificate
University of Florida 2001 — 2003
Bachelor of Arts
University of Miami 1998 — 2000
n/a
Westminster Academy
Prudential Bache October 2009 - June 2011
RBC Capital Markets May 2004 - October 2009
Carlin Financial Group 2004 - 2006
Skills
Marketing
Education
New York University 2007 — 2008
Professional Certificate
University of Florida 2001 — 2003
Bachelor of Arts
University of Miami 1998 — 2000
n/a
Westminster Academy
Vlad Sidoren's Carlin Financial Group Experience January 2003 - October 2006
Job Equities Trader/Class "B" member at T3
Industry Financial Services
Experience
T3 Trading Group, LLC March 2008 - Present
Assent LLC October 2006 - March 2008
Carlin Financial Group January 2003 - October 2006
Hold Brothers On-line Investment Services, LLC February 2003 - December 2003
Worldco January 2002 - March 2003
Education
City University of New York 1995 — 1999
Bachelor of Business Administration (BBA), Finance/Investments
T3 Trading Group, LLC March 2008 - Present
Assent LLC October 2006 - March 2008
Carlin Financial Group January 2003 - October 2006
Hold Brothers On-line Investment Services, LLC February 2003 - December 2003
Worldco January 2002 - March 2003
Education
City University of New York 1995 — 1999
Bachelor of Business Administration (BBA), Finance/Investments
Jay Lefkowicz, CFA, CMT's Carlin Financial Group Experience 2002 - 2003
Job Equity Trader at Chimera Securities
Industry Financial Services
Experience
Chimera Securities June 2014 - Present
Concept Capital Markets, LLC December 2010 - May 2014
Saratoga Capital LLC February 2005 - November 2010
Burlington Capital 2002 - 2004
Carlin Financial Group 2002 - 2003
Instinet Corporation 1992 - 1995
Skills
Technical Analysis, Stocks, Equities, Trading Systems, Electronic Trading, Equity Derivatives, Bloomberg, Series 7, Hedge Funds, Equity Research, Trading Strategies
Education
State University of New York at Albany 1985 — 1989
BS, Computer Science, Cum Laude
CGPS
Chimera Securities June 2014 - Present
Concept Capital Markets, LLC December 2010 - May 2014
Saratoga Capital LLC February 2005 - November 2010
Burlington Capital 2002 - 2004
Carlin Financial Group 2002 - 2003
Instinet Corporation 1992 - 1995
Skills
Technical Analysis, Stocks, Equities, Trading Systems, Electronic Trading, Equity Derivatives, Bloomberg, Series 7, Hedge Funds, Equity Research, Trading Strategies
Education
State University of New York at Albany 1985 — 1989
BS, Computer Science, Cum Laude
CGPS
James Tao's Carlin Financial Group Experience January 2000 - December 2004
Job Managing Partner at Presidio Venture Capital
Industry Venture Capital & Private Equity
Experience
Presidio Venture Capital August 2012 - Present
Merrill Lynch December 2010 - August 2012
Barclays Capital May 2008 - December 2010
Merrill Lynch March 2007 - April 2008
Calpine 2005 - 2007
Google December 2004 - May 2005
Carlin Financial Group January 2000 - December 2004
Skills
Trading, Finance, Asset Management, Asset Managment, Financial Modeling, Options, Commodity, Portfolio Management, Derivatives, Commodity Markets, Management, Investments, Equities
Education
University of California, Berkeley 1994 — 1999
B.A., Integrative Biology
Presidio Venture Capital August 2012 - Present
Merrill Lynch December 2010 - August 2012
Barclays Capital May 2008 - December 2010
Merrill Lynch March 2007 - April 2008
Calpine 2005 - 2007
Google December 2004 - May 2005
Carlin Financial Group January 2000 - December 2004
Skills
Trading, Finance, Asset Management, Asset Managment, Financial Modeling, Options, Commodity, Portfolio Management, Derivatives, Commodity Markets, Management, Investments, Equities
Education
University of California, Berkeley 1994 — 1999
B.A., Integrative Biology
Saravana Thoppay's Carlin Financial Group Experience March 2001 - December 2006
Job Sr. Network Engineer/Consultant with Pangaia Partners
Industry Financial Services
Experience
Pangaia Partners July 2010 - Present
RBC Capital Markets January 2007 - June 2010
Carlin Financial Group March 2001 - December 2006
DSQ Software March 2000 - March 2001
Compaq May 1998 - March 2000
Computer Access Pvt Ltd June 1996 - October 1998
Skills
Cisco, Data Center, TCP/IP, Switches, CCNP, Cisco Technologies
Education
Manonmaniam Sundaranar University 1990 — 1994
B.E., Electronics and Communications
Pangaia Partners July 2010 - Present
RBC Capital Markets January 2007 - June 2010
Carlin Financial Group March 2001 - December 2006
DSQ Software March 2000 - March 2001
Compaq May 1998 - March 2000
Computer Access Pvt Ltd June 1996 - October 1998
Skills
Cisco, Data Center, TCP/IP, Switches, CCNP, Cisco Technologies
Education
Manonmaniam Sundaranar University 1990 — 1994
B.E., Electronics and Communications
David Kornreich's Carlin Financial Group Experience 2003 - 2005
Job Managing Member Korngold Group, LLC
Industry Capital Markets
Experience
Korngold Group November 2012 - Present
Benjamin & Jerold Brokerage, LLC November 2012 - May 2015
MInt Partners a Division of BGC Partners April 2011 - November 2012
Electronic Brokerage Systems March 2008 - April 2011
Dalmore Group 2006 - March 2011
Carlin Financial Group 2003 - 2005
Skills
Proprietary Trading, Equities, Trading, Trading Strategies, Electronic Trading, Trading Systems, Capital Markets, Hedge Funds, Derivatives, Commodity, Fixed Income, Alternative Investments, Equity Derivatives, Equity Trading, Traders, Securities, Valuation, Investments, Portfolio Management, Series 7, Financial Markets, Management, Asset Management, Business Development, Information Technology, Sales, New Business Development, Closing Business, FX Options
Education
CW Post College
Glen Cove
State University of New York College at Geneseo
Korngold Group November 2012 - Present
Benjamin & Jerold Brokerage, LLC November 2012 - May 2015
MInt Partners a Division of BGC Partners April 2011 - November 2012
Electronic Brokerage Systems March 2008 - April 2011
Dalmore Group 2006 - March 2011
Carlin Financial Group 2003 - 2005
Skills
Proprietary Trading, Equities, Trading, Trading Strategies, Electronic Trading, Trading Systems, Capital Markets, Hedge Funds, Derivatives, Commodity, Fixed Income, Alternative Investments, Equity Derivatives, Equity Trading, Traders, Securities, Valuation, Investments, Portfolio Management, Series 7, Financial Markets, Management, Asset Management, Business Development, Information Technology, Sales, New Business Development, Closing Business, FX Options
Education
CW Post College
Glen Cove
State University of New York College at Geneseo
Scott Meier's Carlin Financial Group Experience October 2000 - December 2006
Job Delivery Manager at Fidessa Corporation
Industry Capital Markets
Experience
Fidessa Corporation December 2008 - December 2012
RBC Capital Markets January 2007 - October 2008
Carlin Financial Group October 2000 - December 2006
Skills
Trading Systems, Electronic Trading, Equities, Market Data, Equity Derivatives, Order Management, Capital Markets, Integration, Financial Markets, Options, Middle Office, Equity Trading, Trading, Derivatives
Education
University at Buffalo 1991 — 1996
Fidessa Corporation December 2008 - December 2012
RBC Capital Markets January 2007 - October 2008
Carlin Financial Group October 2000 - December 2006
Skills
Trading Systems, Electronic Trading, Equities, Market Data, Equity Derivatives, Order Management, Capital Markets, Integration, Financial Markets, Options, Middle Office, Equity Trading, Trading, Derivatives
Education
University at Buffalo 1991 — 1996
Harry Shillingford's Carlin Financial Group Experience November 2005 - December 2006
Job Director at Cowen Prime Services, LLC
Industry Financial Services
Experience
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC July 2014 - August 2015
Lazard Capital Markets March 2010 - July 2014
RBC Capital Markets January 2007 - March 2010
Carlin Financial Group November 2005 - December 2006
Skills
Hedge Funds, Capital Markets, Prime Brokerage, Series 7, Equities, Series 63, Electronic Trading, Equity Trading, Alternative Investments, Fixed Income, Bloomberg, Equity Research, Securities, Trading Systems, Options, Trading, FINRA, Derivatives
Education
Denison University 2001 — 2005
BA, Economics
Milton Academy 1997 — 2001
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC July 2014 - August 2015
Lazard Capital Markets March 2010 - July 2014
RBC Capital Markets January 2007 - March 2010
Carlin Financial Group November 2005 - December 2006
Skills
Hedge Funds, Capital Markets, Prime Brokerage, Series 7, Equities, Series 63, Electronic Trading, Equity Trading, Alternative Investments, Fixed Income, Bloomberg, Equity Research, Securities, Trading Systems, Options, Trading, FINRA, Derivatives
Education
Denison University 2001 — 2005
BA, Economics
Milton Academy 1997 — 2001
Kotaro Okumura's Carlin Financial Group Experience December 2000 - December 2002
Job Private Chef
Industry Food & Beverages
Experience
Confidential July 2014 - Present
Confidential March 2013 - June 2014
Serendipity Resort 2010 - 2013
Confidential 2004 - 2012
Bar Americain 2005 - 2005
Bouley 2004 - 2005
Geisha 2003 - 2004
Le Bernardin 2003 - 2003
Carlin Financial Group December 2000 - December 2002
Skills
Sanitation, Cuisine, Food Safety, Food, Culinary Skills, Cooking, Recipes, Gourmet, Food Quality, HACCP, Food Service, Menu Development, Food Industry, Ingredients, Catering, CPR Certified, Airplane Chef
Education
French Culinary Institute 2003 — 2004
State University of New York at Buffalo 1995 — 1999
Bachelor of Science (BS), Biology
Confidential July 2014 - Present
Confidential March 2013 - June 2014
Serendipity Resort 2010 - 2013
Confidential 2004 - 2012
Bar Americain 2005 - 2005
Bouley 2004 - 2005
Geisha 2003 - 2004
Le Bernardin 2003 - 2003
Carlin Financial Group December 2000 - December 2002
Skills
Sanitation, Cuisine, Food Safety, Food, Culinary Skills, Cooking, Recipes, Gourmet, Food Quality, HACCP, Food Service, Menu Development, Food Industry, Ingredients, Catering, CPR Certified, Airplane Chef
Education
French Culinary Institute 2003 — 2004
State University of New York at Buffalo 1995 — 1999
Bachelor of Science (BS), Biology
Vinesh Jagmohan's Carlin Financial Group Experience February 2002 - September 2005
Job Trading Support Specialist
Industry Information Technology and Services
Experience
Tullett Prebon December 2012 - Present
TD May 2011 - December 2012
Neuberger Berman August 2009 - May 2011
Computershare February 2009 - July 2009
Macquarie Bank February 2006 - November 2008
Carlin Financial Group February 2002 - September 2005
United Software July 1998 - September 2001
Horizon Blue Cross Blue Shield of NJ August 1996 - August 1998
Skills
Blackberry, Desktop Computers, Project Managers, Applications, Remedy User, Trading Systems, Bloomberg, STP, Fixed Income, Commodity Markets, Forex, Technical Support
Education
University of Calcutta 1993 — 1996
Bachelors, Commerce
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Associate, Information System
The Chubb Institute 2000 — 2001
Diploma, Network Engineering and Data Communication
Tullett Prebon December 2012 - Present
TD May 2011 - December 2012
Neuberger Berman August 2009 - May 2011
Computershare February 2009 - July 2009
Macquarie Bank February 2006 - November 2008
Carlin Financial Group February 2002 - September 2005
United Software July 1998 - September 2001
Horizon Blue Cross Blue Shield of NJ August 1996 - August 1998
Skills
Blackberry, Desktop Computers, Project Managers, Applications, Remedy User, Trading Systems, Bloomberg, STP, Fixed Income, Commodity Markets, Forex, Technical Support
Education
University of Calcutta 1993 — 1996
Bachelors, Commerce
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Associate, Information System
The Chubb Institute 2000 — 2001
Diploma, Network Engineering and Data Communication
Rhys Powell's Carlin Financial Group Experience 2004 - 2006
Job Owner, Red Rabbit, LLC
Industry Food & Beverages
Experience
Red Rabbit, LLC August 2005 - Present
Carlin Financial Group 2004 - 2006
Skills
Nutrition, Strategic Planning, Entrepreneurship, Marketing Strategy, Program Management, Creative Direction, Food Service, Internet Entrepreneur, Divestitures, Start-ups, Business Strategy, Healthcare, Food, Wellness, Executive Management, Angel Investing, Product Development, Public Speaking, New Business Development, Customer Service, Cross-functional Team..., Leadership
Education
Massachusetts Institute of Technology 1996 — 2000
SB, Computer Science and Engineering
QC
Red Rabbit, LLC August 2005 - Present
Carlin Financial Group 2004 - 2006
Skills
Nutrition, Strategic Planning, Entrepreneurship, Marketing Strategy, Program Management, Creative Direction, Food Service, Internet Entrepreneur, Divestitures, Start-ups, Business Strategy, Healthcare, Food, Wellness, Executive Management, Angel Investing, Product Development, Public Speaking, New Business Development, Customer Service, Cross-functional Team..., Leadership
Education
Massachusetts Institute of Technology 1996 — 2000
SB, Computer Science and Engineering
QC
Gennady Leykin's Carlin Financial Group Experience 1998 - 2005
Job Senior Vice President at Quantriver Financial, LLC
Industry Financial Services
Experience
Quantriver Financial, LLC December 2010 - Present
Letra Group, LLC July 2000 - Present
Penson Financial Services 2009 - 2010
NWT financial 2007 - 2010
Alaron Trading 2003 - 2009
Carlin Financial Group 1998 - 2005
Skills
Hedge Funds, Electronic Trading, Commodity, Options, Trading Systems, Equities, Technical Analysis, Securities, Trading Strategies, Asset Managment, Derivatives, Trading, Fixed Income, Bloomberg, Prime Brokerage, Financial Markets, FX Options, Structured Products, Equity Trading, Capital Markets, Proprietary Trading, Emerging Markets, Bonds, Swaps, Investment Banking, Asset Management, Hedging, Portfolio Management, Traders, Risk Management, Interest Rate..., Equity Derivatives, FX trading, Money Market, Alternative Investments, Currency, Series 7, FINRA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
Master’s Degree, Master of Science in Finance
Quantriver Financial, LLC December 2010 - Present
Letra Group, LLC July 2000 - Present
Penson Financial Services 2009 - 2010
NWT financial 2007 - 2010
Alaron Trading 2003 - 2009
Carlin Financial Group 1998 - 2005
Skills
Hedge Funds, Electronic Trading, Commodity, Options, Trading Systems, Equities, Technical Analysis, Securities, Trading Strategies, Asset Managment, Derivatives, Trading, Fixed Income, Bloomberg, Prime Brokerage, Financial Markets, FX Options, Structured Products, Equity Trading, Capital Markets, Proprietary Trading, Emerging Markets, Bonds, Swaps, Investment Banking, Asset Management, Hedging, Portfolio Management, Traders, Risk Management, Interest Rate..., Equity Derivatives, FX trading, Money Market, Alternative Investments, Currency, Series 7, FINRA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
Master’s Degree, Master of Science in Finance
Jason Lieber's Carlin Financial Group Experience January 1998 - December 2002
Job Portfolio Manager MYDA Capital LP
Industry Financial Services
Experience
MYDA Capital September 2010 - Present
Schonfeld Securities January 2005 - December 2006
Spectrum Capital January 2003 - December 2004
Carlin Financial Group January 1998 - December 2002
Skills
Equities, Trading Systems, Electronic Trading, Trading Strategies, Hedge Funds, Alternative Investments, Technical Analysis, Investments, Portfolio Management, Asset Management, Financial Modeling, Private Equity, Corporate Finance, Proprietary Trading, Financial Analysis, Equity Trading, Options, Due Diligence, Trading, Mergers & Acquisitions, Venture Capital, Equity Derivatives
Education
Touro College 1991 — 1994
Mathematics
Ner Israel 1989 — 1991
MYDA Capital September 2010 - Present
Schonfeld Securities January 2005 - December 2006
Spectrum Capital January 2003 - December 2004
Carlin Financial Group January 1998 - December 2002
Skills
Equities, Trading Systems, Electronic Trading, Trading Strategies, Hedge Funds, Alternative Investments, Technical Analysis, Investments, Portfolio Management, Asset Management, Financial Modeling, Private Equity, Corporate Finance, Proprietary Trading, Financial Analysis, Equity Trading, Options, Due Diligence, Trading, Mergers & Acquisitions, Venture Capital, Equity Derivatives
Education
Touro College 1991 — 1994
Mathematics
Ner Israel 1989 — 1991
Diana Nieves's Carlin Financial Group Experience 2000 - 2004
Job Salesforce.com Project Manager
Industry Information Technology and Services
Experience
CloudSense September 2014 - Present
Cushman & Wakefield May 2013 - October 2014
Dow Jones November 2007 - August 2012
JP Morgan Chase 2007 - 2007
Pershing 2005 - 2007
Carlin Financial Group 2000 - 2004
Skills
Market Data, Electronic Trading, Financial Markets, Trading Systems, Trading, Equities, Vendor Management, Business Analysis, Options, Low Latency, SDLC, Management, Integration, Data Center, CRM, Networking, Process Improvement, Account Management, Salesforce.com, SaaS, Sales
Education
DeVry University
BS, Technical Managemet
Laguardia Community College
AS
CloudSense September 2014 - Present
Cushman & Wakefield May 2013 - October 2014
Dow Jones November 2007 - August 2012
JP Morgan Chase 2007 - 2007
Pershing 2005 - 2007
Carlin Financial Group 2000 - 2004
Skills
Market Data, Electronic Trading, Financial Markets, Trading Systems, Trading, Equities, Vendor Management, Business Analysis, Options, Low Latency, SDLC, Management, Integration, Data Center, CRM, Networking, Process Improvement, Account Management, Salesforce.com, SaaS, Sales
Education
DeVry University
BS, Technical Managemet
Laguardia Community College
AS
Alan Gibbons's Carlin Financial Group Experience December 2001 - February 2003
Job Business Solution Delivery Associate Specialist at PepsiCo
Industry Computer Software
Experience
PepsiCo July 2013 - Present
PepsiCo - Frito Lay October 2012 - July 2013
Bushfire Tex LLC July 2009 - October 2012
TradeStation Technologies June 2010 - May 2012
Mantara September 2006 - November 2008
Citi August 2004 - August 2006
Lava Trading March 2003 - August 2004
Carlin Financial Group December 2001 - February 2003
Merrill Lynch International November 2000 - May 2001
Signetix September 1999 - October 2000
Skills
iOS development, iPad, iPhone, Mobile Devices, Objective-C, Xcode, Management, Software Requirements, Business Analysis, Architecture, Software Design, Presentations, Order Management, Market Data, C++, Linux, Windows, TCP/IP, Multicast, Analytics, GUI, Trading Systems, Electronic Trading, Low Latency, FIX, Wireshark, Multithreading, Distributed Systems, Parallel Programming, Solace, Project Management, Software Project..., Software Development, Risk Management, Agile Methodologies, Scrum, Unix, Trading, Product Management, Testing, Equities, Web Services, Enterprise Software, Agile Project Management, Mobile Applications, Options, SDLC, Quality Assurance, Fixed Income, Architectures
Education
Loughborough University 1978 — 1981
BSc, Data Processing
Waterford / Kamhlaba School 1970 — 1976
A Levels, Math, Physics, Geography
PepsiCo July 2013 - Present
PepsiCo - Frito Lay October 2012 - July 2013
Bushfire Tex LLC July 2009 - October 2012
TradeStation Technologies June 2010 - May 2012
Mantara September 2006 - November 2008
Citi August 2004 - August 2006
Lava Trading March 2003 - August 2004
Carlin Financial Group December 2001 - February 2003
Merrill Lynch International November 2000 - May 2001
Signetix September 1999 - October 2000
Skills
iOS development, iPad, iPhone, Mobile Devices, Objective-C, Xcode, Management, Software Requirements, Business Analysis, Architecture, Software Design, Presentations, Order Management, Market Data, C++, Linux, Windows, TCP/IP, Multicast, Analytics, GUI, Trading Systems, Electronic Trading, Low Latency, FIX, Wireshark, Multithreading, Distributed Systems, Parallel Programming, Solace, Project Management, Software Project..., Software Development, Risk Management, Agile Methodologies, Scrum, Unix, Trading, Product Management, Testing, Equities, Web Services, Enterprise Software, Agile Project Management, Mobile Applications, Options, SDLC, Quality Assurance, Fixed Income, Architectures
Education
Loughborough University 1978 — 1981
BSc, Data Processing
Waterford / Kamhlaba School 1970 — 1976
A Levels, Math, Physics, Geography
Brian Chan, CAMS's Carlin Financial Group Experience July 2003 - August 2006
Job Senior Consultant Global Investigations & Compliance at Navigant
Industry Financial Services
Experience
Navigant August 2014 - Present
JPMorgan Chase February 2014 - August 2014
Navigant August 2013 - January 2014
Avatar Securities, LLC February 2013 - July 2013
WTS Proprietary Trading Group, LLC May 2012 - January 2013
Chimera Securities July 2010 - May 2012
Assent Trading, LLC August 2006 - June 2010
Carlin Financial Group July 2003 - August 2006
Skills
Trading, Risk Management, Financial Analysis, Financial Markets, Equities, Microsoft Office, Business Development, Management, Training, Recruiting, Options, General Securities..., Team Leadership, Trade Compliance, Electronic Trading, Compliance, Organization, High Frequency Trading, Certified Anti-Money..., Anti Money Laundering, Trade Surveillance, Compliance Analysis, Business Analysis, Microsoft Excel, Access, Data Analysis, CAMS, AML, KYC, Series 7, Series 24, Securities, Equity Trading, FINRA, Prime Brokerage, Stocks, Bank Secrecy Act, USA PATRIOT Act, Hedge Funds, Currency, Mutual Funds, Due Diligence, Proprietary Trading, Financial Services, Financial Crimes...
Education
State University of New York at Buffalo 1995 — 2000
Bachelor of Science, Accounting, Finance, & MIS, 3.4 GPA
Navigant August 2014 - Present
JPMorgan Chase February 2014 - August 2014
Navigant August 2013 - January 2014
Avatar Securities, LLC February 2013 - July 2013
WTS Proprietary Trading Group, LLC May 2012 - January 2013
Chimera Securities July 2010 - May 2012
Assent Trading, LLC August 2006 - June 2010
Carlin Financial Group July 2003 - August 2006
Skills
Trading, Risk Management, Financial Analysis, Financial Markets, Equities, Microsoft Office, Business Development, Management, Training, Recruiting, Options, General Securities..., Team Leadership, Trade Compliance, Electronic Trading, Compliance, Organization, High Frequency Trading, Certified Anti-Money..., Anti Money Laundering, Trade Surveillance, Compliance Analysis, Business Analysis, Microsoft Excel, Access, Data Analysis, CAMS, AML, KYC, Series 7, Series 24, Securities, Equity Trading, FINRA, Prime Brokerage, Stocks, Bank Secrecy Act, USA PATRIOT Act, Hedge Funds, Currency, Mutual Funds, Due Diligence, Proprietary Trading, Financial Services, Financial Crimes...
Education
State University of New York at Buffalo 1995 — 2000
Bachelor of Science, Accounting, Finance, & MIS, 3.4 GPA
Jeff Ervine's Carlin Financial Group Experience 2000 - 2002
Job Founder & CEO Bridgit
Industry E-Learning
Experience
Bridg-it June 2013 - Present
SES Partners 2006 - 2011
Exis Capital 2002 - 2006
Carlin Financial Group 2000 - 2002
Asset Alliance Corporation 1998 - 2000
Bear Stearns Investment Bank 1997 - 1998
Deloitte 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Valuation, Asset Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA in Finance, Finance, General
Penn State University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
Bridg-it June 2013 - Present
SES Partners 2006 - 2011
Exis Capital 2002 - 2006
Carlin Financial Group 2000 - 2002
Asset Alliance Corporation 1998 - 2000
Bear Stearns Investment Bank 1997 - 1998
Deloitte 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Valuation, Asset Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA in Finance, Finance, General
Penn State University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
Gerald Bauch's Carlin Financial Group Experience November 1995 - December 2006
Job Banking Professional
Industry Banking
Experience
RBC Capital Markets January 2007 - July 2008
Carlin Financial Group November 1995 - December 2006
Consultant February 1986 - October 1995
Standard Chartered Bank July 1964 - January 1986
Education
City University of New York-College of Staten Island
Accounting
RBC Capital Markets January 2007 - July 2008
Carlin Financial Group November 1995 - December 2006
Consultant February 1986 - October 1995
Standard Chartered Bank July 1964 - January 1986
Education
City University of New York-College of Staten Island
Accounting
Venkat Konuganti's Carlin Financial Group Experience 2001 - 2003
Job None at None
Industry Financial Services
Experience
Gargoyle Group 2007 - Present
Citadel Investment Group 2004 - 2006
Carlin Financial Group 2001 - 2003
Skills
Options, Direct Market Access, Market Making, Trading Systems, Trading System, Low Latency, Electronic Trading, Market Data
Education
Carnegie Mellon University
Master's degree, Computational Finance
National Institute of Technology Warangal
Computer Science
Gargoyle Group 2007 - Present
Citadel Investment Group 2004 - 2006
Carlin Financial Group 2001 - 2003
Skills
Options, Direct Market Access, Market Making, Trading Systems, Trading System, Low Latency, Electronic Trading, Market Data
Education
Carnegie Mellon University
Master's degree, Computational Finance
National Institute of Technology Warangal
Computer Science
Asif Bhatti's Carlin Financial Group Experience March 2000 - September 2004
Job Assistant Vice President, Regulatory Reporting, Pershing LLC
Industry Banking
Experience
Pershing Llc January 2008 - Present
Schonfeld Securities October 2004 - December 2007
Carlin Financial Group March 2000 - September 2004
Skills
Capital Markets, Fixed Income, Risk Management, Back Office, Credit Risk, Banking, Investment Banking, Equities, Derivatives, Relationship Management, Securities, Credit, Portfolio Management, Hedge Funds, Financial Markets, Investments, Business Analysis, Financial Services
Education
Saint Peter's University 2012 — 2014
Master of Business Administration (M.B.A.), International Business, 3.8
City University of New York - York College 1992 — 1995
Bachelor of Science (B.Sc.), Accounting and Finance
Pershing Llc January 2008 - Present
Schonfeld Securities October 2004 - December 2007
Carlin Financial Group March 2000 - September 2004
Skills
Capital Markets, Fixed Income, Risk Management, Back Office, Credit Risk, Banking, Investment Banking, Equities, Derivatives, Relationship Management, Securities, Credit, Portfolio Management, Hedge Funds, Financial Markets, Investments, Business Analysis, Financial Services
Education
Saint Peter's University 2012 — 2014
Master of Business Administration (M.B.A.), International Business, 3.8
City University of New York - York College 1992 — 1995
Bachelor of Science (B.Sc.), Accounting and Finance
Lloyd Zinberg's Carlin Financial Group Experience December 1999 - December 2006
Job Financial Services
Industry Financial Services
Experience
Vertical Group 2013 - Present
RBC Capital Markets January 2007 - June 2012
Carlin Financial Group December 1999 - December 2006
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (J.D.)
Tulane University
Bachelor's degree
Vertical Group 2013 - Present
RBC Capital Markets January 2007 - June 2012
Carlin Financial Group December 1999 - December 2006
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (J.D.)
Tulane University
Bachelor's degree