CastleOak Securities, L.P.
Description
Address: 110 E 59th St #5, New York, NY 10022 Phone: (646) 521-6700Hours: Place name: : : : Website: : : : Category: Website: http://www.castleoaklp.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Castle Oak Securities LP Posting publicly on the Web Write a review Reviews Be the first to review
CastleOak Securities, L.P. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CastleOak Securities, L.P.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CastleOak Securities, L.P. Employees
Employee
Years
Job
Industry
Thomas Epolito Thomas Epolito's CastleOak Securities, L.P. Experience March 2011 - Present
Job Vice President, Capital Markets Finance
Industry Financial Services
Experience
CastleOak Securities, L.P. March 2011 - Present
Syndicated Capital, Inc July 2008 - March 2011
Morgan Stanley Private Wealth Management June 2007 - July 2008
Skills
Series 7, Series 24, Finance, Microsoft Excel, Financial Analysis, FINRA, Corporate Finance, Investment Banking, Capital Markets, Bloomberg, Fixed Income, Hedge Funds, Series 63
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA), Banking and Corporate Finance
Bentley University 2003 — 2007
Finance, Mathematical Sciences
CastleOak Securities, L.P. March 2011 - Present
Syndicated Capital, Inc July 2008 - March 2011
Morgan Stanley Private Wealth Management June 2007 - July 2008
Skills
Series 7, Series 24, Finance, Microsoft Excel, Financial Analysis, FINRA, Corporate Finance, Investment Banking, Capital Markets, Bloomberg, Fixed Income, Hedge Funds, Series 63
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA), Banking and Corporate Finance
Bentley University 2003 — 2007
Finance, Mathematical Sciences
Robert Caruso Robert Caruso's CastleOak Securities, L.P. Experience July 2013 - May 2014
Job J.D. Candidate 2017, Georgetown University Law Center
Industry Law Practice
Experience
Office of the New York State Attorney General June 2015 - July 2015
CastleOak Securities, L.P. July 2013 - May 2014
Direct Access Partners May 2012 - May 2013
SecondMarket, Inc. June 2011 - August 2011
Financial Industry Regulatory Authority May 2010 - August 2010
Skills
Series 7, Series 63
Education
Georgetown University Law Center
Pepperdine University School of Law 2014 — 2015
Bucknell University 2008 — 2012
Bachelor of Arts, Economics
University of Cape Town 2011 — 2011
Office of the New York State Attorney General June 2015 - July 2015
CastleOak Securities, L.P. July 2013 - May 2014
Direct Access Partners May 2012 - May 2013
SecondMarket, Inc. June 2011 - August 2011
Financial Industry Regulatory Authority May 2010 - August 2010
Skills
Series 7, Series 63
Education
Georgetown University Law Center
Pepperdine University School of Law 2014 — 2015
Bucknell University 2008 — 2012
Bachelor of Arts, Economics
University of Cape Town 2011 — 2011
Raymond Holloway Raymond Holloway's CastleOak Securities, L.P. Experience May 2013 - June 2013
Job
Industry
Experience
Across Nations CDC July 2014 - August 2014
CastleOak Securities, L.P. May 2013 - June 2013
Skills
Customer Service, Microsoft Excel, Microsoft Word, Budgets, Strategic Planning, Research, Public Speaking
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science in Economics, Business, Junior
Across Nations CDC July 2014 - August 2014
CastleOak Securities, L.P. May 2013 - June 2013
Skills
Customer Service, Microsoft Excel, Microsoft Word, Budgets, Strategic Planning, Research, Public Speaking
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science in Economics, Business, Junior
Felicia Angus Felicia Angus's CastleOak Securities, L.P. Experience November 2013 - Present
Job Fixed Income Sales Professional
Industry Investment Banking
Experience
CastleOak Securities, L.P. November 2013 - Present
BNP Paribas Securities Services 2005 - 2011
BNP Paribas 2003 - 2005
Deutsche Bank 1997 - 2003
Deustche Bank 1995 - 1997
Goldman Sachs London 1990 - 1995
Goldman Sachs 1987 - 1990
Bankers Trust Company 1981 - 1985
Skills
Series 7, Series 24, Series 3, Series 63, Structured Products, Securities, ABS, Funding, Credit, Fixed Income, MBS, Alternative Investments, Bonds, Capital Markets, Swaps, Securities Lending, Private Placements, Emerging Markets, Investment Management, FINRA, Money Market, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Business Administration and Management, General
Wesleyan University 1977 — 1981
Romance Literatures, French and Spanish
CastleOak Securities, L.P. November 2013 - Present
BNP Paribas Securities Services 2005 - 2011
BNP Paribas 2003 - 2005
Deutsche Bank 1997 - 2003
Deustche Bank 1995 - 1997
Goldman Sachs London 1990 - 1995
Goldman Sachs 1987 - 1990
Bankers Trust Company 1981 - 1985
Skills
Series 7, Series 24, Series 3, Series 63, Structured Products, Securities, ABS, Funding, Credit, Fixed Income, MBS, Alternative Investments, Bonds, Capital Markets, Swaps, Securities Lending, Private Placements, Emerging Markets, Investment Management, FINRA, Money Market, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Business Administration and Management, General
Wesleyan University 1977 — 1981
Romance Literatures, French and Spanish
Dale Favors's CastleOak Securities, L.P. Experience December 2014 - Present
Job Managing Director, Institutional Equities at CastleOak Securities, L.P.
Industry Financial Services
Experience
CastleOak Securities, L.P. December 2014 - Present
Piper Jaffray September 2009 - September 2014
RBC Capital Markets February 2008 - May 2009
CIBC World Markets February 2007 - February 2008
FutureTrade Securities 2003 - 2007
Bloomberg Tradebook 2000 - 2003
Bloomberg 1996 - 2003
Morgan Stanley 1993 - 1995
Skills
Equity Trading, Electronic Trading, Market Data, Equities, Trading Systems, Hedge Funds, Relationship Marketing, Capital Markets, Fixed Income, Series 7, Trading, Options, Securities, Series 63, Derivatives, Portfolio Management, Asset Management, Bloomberg, Bonds, Investment Banking, Financial Markets, Alternative Investments, Investments, Equity Derivatives, ETFs, Equity Research, FINRA, Structured Products, Series 24, Mutual Funds, Prime Brokerage, Asset Allocation, FX Options, Investment Management, Investment Strategies, Trading Strategies, Emerging Markets, Investment Advisory, Proprietary Trading, Private Equity, Hedging, Wealth Management, Bloomberg Terminal
Education
Florida A&M University 1987 — 2003
Master of Business Administration (MBA), Finance
Florida Agricultural and Mechanical University 1987 — 1993
Business
CastleOak Securities, L.P. December 2014 - Present
Piper Jaffray September 2009 - September 2014
RBC Capital Markets February 2008 - May 2009
CIBC World Markets February 2007 - February 2008
FutureTrade Securities 2003 - 2007
Bloomberg Tradebook 2000 - 2003
Bloomberg 1996 - 2003
Morgan Stanley 1993 - 1995
Skills
Equity Trading, Electronic Trading, Market Data, Equities, Trading Systems, Hedge Funds, Relationship Marketing, Capital Markets, Fixed Income, Series 7, Trading, Options, Securities, Series 63, Derivatives, Portfolio Management, Asset Management, Bloomberg, Bonds, Investment Banking, Financial Markets, Alternative Investments, Investments, Equity Derivatives, ETFs, Equity Research, FINRA, Structured Products, Series 24, Mutual Funds, Prime Brokerage, Asset Allocation, FX Options, Investment Management, Investment Strategies, Trading Strategies, Emerging Markets, Investment Advisory, Proprietary Trading, Private Equity, Hedging, Wealth Management, Bloomberg Terminal
Education
Florida A&M University 1987 — 2003
Master of Business Administration (MBA), Finance
Florida Agricultural and Mechanical University 1987 — 1993
Business
Kenneth Cawley Kenneth Cawley's CastleOak Securities, L.P. Experience June 2008 - August 2014
Job Senior Analyst at Lloyds Banking Group
Industry Financial Services
Experience
Lloyds Banking Group February 2015 - Present
CastleOak Securities, L.P. June 2008 - August 2014
Lazard Capital Markets October 1995 - January 2008
Goldman Sachs October 1986 - October 1995
New York Institute January 1986 - September 1989
Skills
Finance, Hedge Funds, Swaps, Banking, Middle Office, Capital Markets, Securities, Options, Bloomberg, Fixed Income, Trading, Equities, Financial Modeling, Derivatives, Investment Banking, Bonds
Education
Adelphi University 1989 — 1993
Bachelor's Degree, Business Management and Communications, 3.875
New York Institute of Finance 1989 — 1991
Certificate of Completion, Finance and Financial Management Services
Lloyds Banking Group February 2015 - Present
CastleOak Securities, L.P. June 2008 - August 2014
Lazard Capital Markets October 1995 - January 2008
Goldman Sachs October 1986 - October 1995
New York Institute January 1986 - September 1989
Skills
Finance, Hedge Funds, Swaps, Banking, Middle Office, Capital Markets, Securities, Options, Bloomberg, Fixed Income, Trading, Equities, Financial Modeling, Derivatives, Investment Banking, Bonds
Education
Adelphi University 1989 — 1993
Bachelor's Degree, Business Management and Communications, 3.875
New York Institute of Finance 1989 — 1991
Certificate of Completion, Finance and Financial Management Services
Rick Carr Rick Carr's CastleOak Securities, L.P. Experience June 2015 - Present
Job
Industry Capital Markets
Experience
CastleOak Securities, L.P. June 2015 - Present
Deutsche Bank November 2013 - December 2014
BlueBay Asset Management November 2010 - April 2013
MKP Capital Management, LLC April 2009 - June 2010
Wachovia Capital Markets / Wells Fargo & Company February 2005 - February 2009
Wachovia February 2005 - February 2009
Citigroup July 1980 - February 2005
Skills
Fixed Income, Hedge Funds, Asset Management, Private Equity, Bonds, Institutional, Emerging Markets, Investments, Credit, Alternative Investments, Debt, Customer Relations, Private Placements, Investment Banking, Asset Managment, Customer Service, Capital Markets, FX Options, Equities, Structured Products, Bloomberg, Investment Management, Trading Systems, Trading, Options, Investment Strategies, Securities, Financial Markets, Financial Services, Financial Modeling, Portfolio Management, Equity Research, Valuation, Credit Derivatives, Equity Derivatives, Mutual Funds, Asset Allocation, Corporate Finance, Leveraged Finance, Banking
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA
The Johns Hopkins University 1974 — 1978
BES
CastleOak Securities, L.P. June 2015 - Present
Deutsche Bank November 2013 - December 2014
BlueBay Asset Management November 2010 - April 2013
MKP Capital Management, LLC April 2009 - June 2010
Wachovia Capital Markets / Wells Fargo & Company February 2005 - February 2009
Wachovia February 2005 - February 2009
Citigroup July 1980 - February 2005
Skills
Fixed Income, Hedge Funds, Asset Management, Private Equity, Bonds, Institutional, Emerging Markets, Investments, Credit, Alternative Investments, Debt, Customer Relations, Private Placements, Investment Banking, Asset Managment, Customer Service, Capital Markets, FX Options, Equities, Structured Products, Bloomberg, Investment Management, Trading Systems, Trading, Options, Investment Strategies, Securities, Financial Markets, Financial Services, Financial Modeling, Portfolio Management, Equity Research, Valuation, Credit Derivatives, Equity Derivatives, Mutual Funds, Asset Allocation, Corporate Finance, Leveraged Finance, Banking
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA
The Johns Hopkins University 1974 — 1978
BES
Matthew Middendorf Matthew Middendorf's CastleOak Securities, L.P. Experience February 2011 - Present
Job Managing Director at CastleOak Securities, L.P.
Industry Financial Services
Experience
CastleOak Securities, L.P. February 2011 - Present
Blaylock Beal Van, LLC September 2009 - January 2011
SBK Brooks Investment Corp. 1998 - 2009
Skills
Investments, Capital Markets, Fixed Income, Series 7, Securities, Series 63, Equities, Portfolio Management, Trading, Investment Banking, FINRA, Bonds, Bloomberg, Asset Management, Alternative Investments
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Finance
CastleOak Securities, L.P. February 2011 - Present
Blaylock Beal Van, LLC September 2009 - January 2011
SBK Brooks Investment Corp. 1998 - 2009
Skills
Investments, Capital Markets, Fixed Income, Series 7, Securities, Series 63, Equities, Portfolio Management, Trading, Investment Banking, FINRA, Bonds, Bloomberg, Asset Management, Alternative Investments
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Finance
Jonathan C. Ly Jonathan C. Ly's CastleOak Securities, L.P. Experience February 2011 - April 2012
Job Vice President, Public Finance at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2015 - Present
Benchmark Securities, LLC. January 2014 - March 2015
Blaylock Robert Van, LLC May 2012 - December 2013
CastleOak Securities, L.P. February 2011 - April 2012
Blaylock Robert Van, LLC July 2010 - February 2011
Ferrand Consulting Group November 2007 - May 2010
KeyBanc Capital Markets 2006 - 2007
Chapman and Cutler LLP August 1996 - November 2006
Skills
Financial Modeling, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Alternative Investments, Risk Management, Asset Management, Bonds, Due Diligence, Investment Banking, Series 7, Securities, Valuation, Investment Management, Bloomberg, Public Finance
Education
University of Illinois at Chicago 1991 — 1995
BA, Finance and Economics
Piper Jaffray March 2015 - Present
Benchmark Securities, LLC. January 2014 - March 2015
Blaylock Robert Van, LLC May 2012 - December 2013
CastleOak Securities, L.P. February 2011 - April 2012
Blaylock Robert Van, LLC July 2010 - February 2011
Ferrand Consulting Group November 2007 - May 2010
KeyBanc Capital Markets 2006 - 2007
Chapman and Cutler LLP August 1996 - November 2006
Skills
Financial Modeling, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Alternative Investments, Risk Management, Asset Management, Bonds, Due Diligence, Investment Banking, Series 7, Securities, Valuation, Investment Management, Bloomberg, Public Finance
Education
University of Illinois at Chicago 1991 — 1995
BA, Finance and Economics
Ed Moore's CastleOak Securities, L.P. Experience September 2014 - July 2015
Job Fixed Income Sales and Sales Management Professional
Industry Capital Markets
Experience
Seeking Opportunity as Buy-Side FI Trader or Sell Side Salesman or Manager. August 2015 - Present
CastleOak Securities, L.P. September 2014 - July 2015
Lebenthal May 2012 - May 2014
M.R.Beal & Co. September 2007 - May 2012
Skills
Institutional Sales of..., Equities, Capital Markets, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Investments, Securities, Equity Research, Bonds, Trading, Mutual Funds, Bloomberg, Asset Management, Series 7, Series 63, Finance, Management, Financial Markets
Education
Manhattan College
Bachelor’s Degree, Major-Accounting, Minor-Economics
Seeking Opportunity as Buy-Side FI Trader or Sell Side Salesman or Manager. August 2015 - Present
CastleOak Securities, L.P. September 2014 - July 2015
Lebenthal May 2012 - May 2014
M.R.Beal & Co. September 2007 - May 2012
Skills
Institutional Sales of..., Equities, Capital Markets, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Investments, Securities, Equity Research, Bonds, Trading, Mutual Funds, Bloomberg, Asset Management, Series 7, Series 63, Finance, Management, Financial Markets
Education
Manhattan College
Bachelor’s Degree, Major-Accounting, Minor-Economics
Lindley Jn Philippe's CastleOak Securities, L.P. Experience July 2011 - August 2011
Job All Stars Project Ambassador Intern at JPMorgan Chase
Industry Mechanical or Industrial Engineering
Experience
JPMorgan Chase July 2012 - August 2012
Board of Education October 2011 - June 2012
CastleOak Securities, L.P. July 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Leadership, Research, Teamwork, Public Speaking, Outlook, Windows
Education
NJIT 2012 — 2016
Mechanical Engineering, GPA 3.286
Irvington High School 2008 — 2012
Graduate High School Diploma, General Knowledge
JPMorgan Chase July 2012 - August 2012
Board of Education October 2011 - June 2012
CastleOak Securities, L.P. July 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Leadership, Research, Teamwork, Public Speaking, Outlook, Windows
Education
NJIT 2012 — 2016
Mechanical Engineering, GPA 3.286
Irvington High School 2008 — 2012
Graduate High School Diploma, General Knowledge
Art Hilliard Art Hilliard's CastleOak Securities, L.P. Experience March 2012 - June 2014
Job Senior Advisor at Trade Street Advisors, LLC
Industry Financial Services
Experience
Fides Capital Development, LLC June 2014 - Present
Trade Street Advisors, LLC January 2013 - Present
CastleOak Securities, L.P. March 2012 - June 2014
CastleOak Securities, L.P. March 2011 - February 2012
American Mortgage Consultants, Inc. October 2011 - January 2012
Federal Home Loan Bank of Chicago January 2007 - August 2009
Illinois Mortgage Bankers Association January 2008 - January 2009
Federal Home Loan Bank of Chicago July 1998 - December 2006
Fannie Mae 1993 - 1997
Bank of America July 1987 - November 1993
Education
National University 1983 — 1986
MBA, Finance
National University 1978 — 1981
BA, Real Estate
Fides Capital Development, LLC June 2014 - Present
Trade Street Advisors, LLC January 2013 - Present
CastleOak Securities, L.P. March 2012 - June 2014
CastleOak Securities, L.P. March 2011 - February 2012
American Mortgage Consultants, Inc. October 2011 - January 2012
Federal Home Loan Bank of Chicago January 2007 - August 2009
Illinois Mortgage Bankers Association January 2008 - January 2009
Federal Home Loan Bank of Chicago July 1998 - December 2006
Fannie Mae 1993 - 1997
Bank of America July 1987 - November 1993
Education
National University 1983 — 1986
MBA, Finance
National University 1978 — 1981
BA, Real Estate
Niraj Agarwal, CFA's CastleOak Securities, L.P. Experience March 2014 - April 2015
Job
Industry Venture Capital & Private Equity
Experience
CalPERS May 2015 - Present
CastleOak Securities, L.P. March 2014 - April 2015
Stifel Nicolaus May 2012 - March 2014
Kelley School of Business August 2010 - May 2012
CHV Capital, Inc. June 2011 - August 2011
Indiana University August 2007 - August 2010
Stifel Nicolaus June 2006 - June 2007
Skills
Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, Financial Analysis, Valuation, Investments, Competitive Analysis, Investment Banking, Analytics, Portfolio Management, Equities, Capital Markets, Analysis, Finance, Mergers & Acquisitions, DCF, Banking, Project Finance, Credit, Financial Structuring, LBO, Bonds
Education
National University of Singapore / NUS 2012 — 2012
MBA
Indiana University - Kelley School of Business 2010 — 2012
MBA
Indiana University - Kelley School of Business 2002 — 2006
B.Sc. Business Administration
CalPERS May 2015 - Present
CastleOak Securities, L.P. March 2014 - April 2015
Stifel Nicolaus May 2012 - March 2014
Kelley School of Business August 2010 - May 2012
CHV Capital, Inc. June 2011 - August 2011
Indiana University August 2007 - August 2010
Stifel Nicolaus June 2006 - June 2007
Skills
Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, Financial Analysis, Valuation, Investments, Competitive Analysis, Investment Banking, Analytics, Portfolio Management, Equities, Capital Markets, Analysis, Finance, Mergers & Acquisitions, DCF, Banking, Project Finance, Credit, Financial Structuring, LBO, Bonds
Education
National University of Singapore / NUS 2012 — 2012
MBA
Indiana University - Kelley School of Business 2010 — 2012
MBA
Indiana University - Kelley School of Business 2002 — 2006
B.Sc. Business Administration
John Mucia Jr.'s CastleOak Securities, L.P. Experience May 2012 - August 2012
Job Analyst at Nomura
Industry Financial Services
Experience
Nomura August 2015 - Present
McGraw Hill Financial - S&P Capital IQ June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
CastleOak Securities, L.P. May 2012 - August 2012
Skills
Microsoft Office, Leadership, P&L Responsibility, Business Intelligence, Integrity, Bloomberg Software, Analysis, Sell Side, Fidessa, Pitch Books, Problem Solving, P&L Management, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2015
Bachelor of Science (BS), Finance, Sophmore
Nomura August 2015 - Present
McGraw Hill Financial - S&P Capital IQ June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
CastleOak Securities, L.P. May 2012 - August 2012
Skills
Microsoft Office, Leadership, P&L Responsibility, Business Intelligence, Integrity, Bloomberg Software, Analysis, Sell Side, Fidessa, Pitch Books, Problem Solving, P&L Management, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2015
Bachelor of Science (BS), Finance, Sophmore
Langston Curry's CastleOak Securities, L.P. Experience June 2014 - August 2014
Job Recent College Graduate
Industry Marketing and Advertising
Experience
3M May 2015 - July 2015
CastleOak Securities, L.P. June 2014 - August 2014
Piedmont Investment Advisors June 2013 - July 2013
Defy Gravity June 2012 - August 2012
Piedmont Investment Advisors June 2012 - June 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Facebook, Microsoft Excel, Social Networking, Research, Spanish, Social Media, Photography, Management, Bloomberg, Leadership, Community Outreach, Fundraising, Equities, Marketing, Financial Analysis, Time Management, Teamwork, Communication
Education
Morehouse College 2011 — 2015
Bachelor’s Degree, Business Administration
Universidad de Cadiz 2013 — 2013
Spanish Language and Literature
3M May 2015 - July 2015
CastleOak Securities, L.P. June 2014 - August 2014
Piedmont Investment Advisors June 2013 - July 2013
Defy Gravity June 2012 - August 2012
Piedmont Investment Advisors June 2012 - June 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Facebook, Microsoft Excel, Social Networking, Research, Spanish, Social Media, Photography, Management, Bloomberg, Leadership, Community Outreach, Fundraising, Equities, Marketing, Financial Analysis, Time Management, Teamwork, Communication
Education
Morehouse College 2011 — 2015
Bachelor’s Degree, Business Administration
Universidad de Cadiz 2013 — 2013
Spanish Language and Literature
Samuel Arijeloye's CastleOak Securities, L.P. Experience June 2012 - August 2012
Job Fulfillment Professional at IBM
Industry Financial Services
Experience
IBM July 2015 - Present
Morgan Stanley June 2014 - August 2014
Viacom June 2013 - August 2013
CastleOak Securities, L.P. June 2012 - August 2012
Goldman Sachs July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Event Planning, Leadership, Customer Service, Financial Analysis, Microsoft Office, Access, Management, Analysis, Facebook, Teamwork
Education
Syracuse University 2011 — 2015
Finance and Marketing, Finance and Marketing
Northwestern University - Kellogg School of Management 2010 — 2010
Syracuse University - Martin J. Whitman School of Management 2010 — 2010
IBM July 2015 - Present
Morgan Stanley June 2014 - August 2014
Viacom June 2013 - August 2013
CastleOak Securities, L.P. June 2012 - August 2012
Goldman Sachs July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Event Planning, Leadership, Customer Service, Financial Analysis, Microsoft Office, Access, Management, Analysis, Facebook, Teamwork
Education
Syracuse University 2011 — 2015
Finance and Marketing, Finance and Marketing
Northwestern University - Kellogg School of Management 2010 — 2010
Syracuse University - Martin J. Whitman School of Management 2010 — 2010
Dorien Baker's CastleOak Securities, L.P. Experience July 2014 - July 2014
Job Building a Better Way to Communicate, Collaborate, and Innovate Through Technology.
Industry Market Research
Experience
The Student Support Network July 2015 - Present
Chicago College Prep Discussions March 2015 - July 2015
Apple 2011 - July 2015
J.D. Power 2012 - March 2015
Federal Home Loan Bank of Chicago July 2014 - January 2015
Zachariah Tucker Film November 2014 - November 2014
CastleOak Securities, L.P. July 2014 - July 2014
Dcbean Radio March 2011 - June 2014
Skills
Public Speaking, Community Outreach, Web Design, Running, Road Biking, Microsoft Office, Technical Support, Computer Proficiency, PowerPoint, Adobe Creative Suite, Film Production, Team Leadership, Middle School, Classroom Management, Tutoring, Team Motivation, Leading Discussions, Team Building, Leading Meetings, Academic Tutoring, Youth Engagement, Acting, Research, Management, Data Analysis, Qualitative Research, Report Writing, Music Production, Leadership, Teaching, Social Media, Nonprofits, Fundraising, Fitness, Web Broadcasting, Event Planning, Social Media Marketing, Youth Mentoring, iWork, Due Diligence, Blogging, Analysis, Social Networking, Project Management, Marketing, Event Management
Education
The Noble Academy 2014 — 2018
High School
The University of Chicago 2015 — 2015
Math and Science, Rising Sophmore
Homewood Flossmoor High School 2014 — 2014
High School, Honors Alegbra 1
Illinois Mathmatics and Science Academy 2008 — 2014
STEM Learning
Walt Disney Magnet School 2008 — 2014
Midtown Educational Foundation 2013 — 2013
Basic Studies and Character Development, Incoming 8th Grader
University of Illinois at Chicago 2012 — 2012
Public Health
The Student Support Network July 2015 - Present
Chicago College Prep Discussions March 2015 - July 2015
Apple 2011 - July 2015
J.D. Power 2012 - March 2015
Federal Home Loan Bank of Chicago July 2014 - January 2015
Zachariah Tucker Film November 2014 - November 2014
CastleOak Securities, L.P. July 2014 - July 2014
Dcbean Radio March 2011 - June 2014
Skills
Public Speaking, Community Outreach, Web Design, Running, Road Biking, Microsoft Office, Technical Support, Computer Proficiency, PowerPoint, Adobe Creative Suite, Film Production, Team Leadership, Middle School, Classroom Management, Tutoring, Team Motivation, Leading Discussions, Team Building, Leading Meetings, Academic Tutoring, Youth Engagement, Acting, Research, Management, Data Analysis, Qualitative Research, Report Writing, Music Production, Leadership, Teaching, Social Media, Nonprofits, Fundraising, Fitness, Web Broadcasting, Event Planning, Social Media Marketing, Youth Mentoring, iWork, Due Diligence, Blogging, Analysis, Social Networking, Project Management, Marketing, Event Management
Education
The Noble Academy 2014 — 2018
High School
The University of Chicago 2015 — 2015
Math and Science, Rising Sophmore
Homewood Flossmoor High School 2014 — 2014
High School, Honors Alegbra 1
Illinois Mathmatics and Science Academy 2008 — 2014
STEM Learning
Walt Disney Magnet School 2008 — 2014
Midtown Educational Foundation 2013 — 2013
Basic Studies and Character Development, Incoming 8th Grader
University of Illinois at Chicago 2012 — 2012
Public Health
Michael Carlon Michael Carlon's CastleOak Securities, L.P. Experience May 2015 - Present
Job Fixed Income Desk Assistant CastleOak Securities L.P.
Industry Financial Services
Experience
CastleOak Securities, L.P. May 2015 - Present
Cantor Fitzgerald June 2014 - Present
Morgan Stanley June 2013 - August 2013
Boys and Girls Club of Northwest New Jersey June 2007 - August 2013
Golden Edibles LLC December 2011 - January 2013
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Financial Modeling, US Treasuries, Customer Service, Fixed Income, Leadership, Management, Public Speaking, Research, Securities Market, Social Media, Teamwork, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Finance and Economics
CastleOak Securities, L.P. May 2015 - Present
Cantor Fitzgerald June 2014 - Present
Morgan Stanley June 2013 - August 2013
Boys and Girls Club of Northwest New Jersey June 2007 - August 2013
Golden Edibles LLC December 2011 - January 2013
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Financial Modeling, US Treasuries, Customer Service, Fixed Income, Leadership, Management, Public Speaking, Research, Securities Market, Social Media, Teamwork, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Finance and Economics
Erin Nieto Erin Nieto's CastleOak Securities, L.P. Experience June 2010 - August 2010
Job Sales Lead at Calypso St. Barth
Industry Apparel & Fashion
Experience
Calypso St. Barth May 2015 - Present
Pourhouse East Village January 2012 - May 2015
Fiftytwo Showroom January 2015 - April 2015
Fiftytwo Showroom September 2014 - December 2014
Showroom Seven April 2014 - July 2014
Paper Denim and Cloth September 2013 - December 2013
First Quality July 2011 - January 2012
Rite Aid Pharmacy September 2010 - May 2011
CastleOak Securities, L.P. June 2010 - August 2010
Education
LIM College 2012 — 2014
MPS, Merchandising and Retail Management
University of Delaware 2007 — 2011
Bachelor of Science (BS), International Business
Calypso St. Barth May 2015 - Present
Pourhouse East Village January 2012 - May 2015
Fiftytwo Showroom January 2015 - April 2015
Fiftytwo Showroom September 2014 - December 2014
Showroom Seven April 2014 - July 2014
Paper Denim and Cloth September 2013 - December 2013
First Quality July 2011 - January 2012
Rite Aid Pharmacy September 2010 - May 2011
CastleOak Securities, L.P. June 2010 - August 2010
Education
LIM College 2012 — 2014
MPS, Merchandising and Retail Management
University of Delaware 2007 — 2011
Bachelor of Science (BS), International Business
William E Matlock, Jr. William E Matlock, Jr.'s CastleOak Securities, L.P. Experience February 2011 - September 2013
Job Senior Vice President at Blaylock Beal Van, LLC
Industry Investment Banking
Experience
Blaylock Beal Van, LLC October 2013 - Present
CastleOak Securities, L.P. February 2011 - September 2013
Blaylock Robert Van, LLC June 2009 - February 2011
SBK-Brooks Investment Corp. January 1998 - June 2009
Ohio Treasurer of State January 1995 - December 1998
The Ohio State University January 1992 - December 1995
Bank One Trust Company March 1988 - December 1992
Skills
Capital Markets, Securities, Series 7, Investments, Portfolio Management, Financial Analysis, Fixed Income, Financial Modeling, Banking, Series 63, Asset Managment, Hedge Funds
Education
Cleveland State University 1978 — 1983
Bachelor of Business Administration, Accounting & Financial Mgnt.
University Of North Carolina at Charolett
Certified Corporate Trust Specialist, Corporate Trust Administration
Blaylock Beal Van, LLC October 2013 - Present
CastleOak Securities, L.P. February 2011 - September 2013
Blaylock Robert Van, LLC June 2009 - February 2011
SBK-Brooks Investment Corp. January 1998 - June 2009
Ohio Treasurer of State January 1995 - December 1998
The Ohio State University January 1992 - December 1995
Bank One Trust Company March 1988 - December 1992
Skills
Capital Markets, Securities, Series 7, Investments, Portfolio Management, Financial Analysis, Fixed Income, Financial Modeling, Banking, Series 63, Asset Managment, Hedge Funds
Education
Cleveland State University 1978 — 1983
Bachelor of Business Administration, Accounting & Financial Mgnt.
University Of North Carolina at Charolett
Certified Corporate Trust Specialist, Corporate Trust Administration
Itai Benosh, CTP's CastleOak Securities, L.P. Experience June 2010 - Present
Job Managing Director, Capital Markets at CastleOak Securities
Industry Capital Markets
Experience
CastleOak Securities, L.P. June 2010 - Present
Finacorp Securities February 2009 - June 2010
Freddie Mac January 2005 - January 2009
Freddie Mac January 2004 - January 2005
Freddie Mac May 2002 - January 2004
Lehman Brothers July 2000 - May 2002
AIG August 1997 - August 1998
Coral World International September 1993 - August 1997
Israel Defense Force July 1989 - September 1993
Skills
Treasury Management, Capital Markets, Investment Banking, Fixed Income, Investor Relations, Funding, Securities, Valuation, Financial Institutions, Financial Structuring, Bonds, Structured Finance, Trading, Investments, Financial Risk, Portfolio Management, Treasury, Structured Products, Financial Services, Finance, Bloomberg, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Tel Aviv University 1993 — 1996
BA, Economics
CastleOak Securities, L.P. June 2010 - Present
Finacorp Securities February 2009 - June 2010
Freddie Mac January 2005 - January 2009
Freddie Mac January 2004 - January 2005
Freddie Mac May 2002 - January 2004
Lehman Brothers July 2000 - May 2002
AIG August 1997 - August 1998
Coral World International September 1993 - August 1997
Israel Defense Force July 1989 - September 1993
Skills
Treasury Management, Capital Markets, Investment Banking, Fixed Income, Investor Relations, Funding, Securities, Valuation, Financial Institutions, Financial Structuring, Bonds, Structured Finance, Trading, Investments, Financial Risk, Portfolio Management, Treasury, Structured Products, Financial Services, Finance, Bloomberg, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Tel Aviv University 1993 — 1996
BA, Economics
Tony DelCarmine's CastleOak Securities, L.P. Experience June 2015 - Present
Job Director at CastleOak Securities, L.P
Industry Financial Services
Experience
CastleOak Securities, L.P. June 2015 - Present
Fidelity Capital Markets June 2009 - December 2014
Thomas Weisel Partners July 2007 - February 2009
UBS Investment Bank May 1997 - August 2007
UBS 1997 - August 2007
Skills
Program Trading, Equity Trading, Hedge Funds, Series 7, Trading, Bloomberg, Electronic Trading, Capital Markets, Options, Risk Management, Securities, Equities, Credit Derivatives, Equity Derivatives, Derivatives, Trading Systems, Trading Strategies, Financial Markets, Fixed Income, Series 63
Education
Dartmouth College 1990 — 1994
Political Science
GCDS
CastleOak Securities, L.P. June 2015 - Present
Fidelity Capital Markets June 2009 - December 2014
Thomas Weisel Partners July 2007 - February 2009
UBS Investment Bank May 1997 - August 2007
UBS 1997 - August 2007
Skills
Program Trading, Equity Trading, Hedge Funds, Series 7, Trading, Bloomberg, Electronic Trading, Capital Markets, Options, Risk Management, Securities, Equities, Credit Derivatives, Equity Derivatives, Derivatives, Trading Systems, Trading Strategies, Financial Markets, Fixed Income, Series 63
Education
Dartmouth College 1990 — 1994
Political Science
GCDS
Christopher Crump's CastleOak Securities, L.P. Experience July 2012 - Present
Job Senior Associate at Hutchinson, Shockey, Erley & Co.
Industry Banking
Experience
Hutchinson, Shockey, Erley & Co. July 2015 - Present
CastleOak Securities, L.P. July 2012 - Present
Ziegler December 2009 - May 2011
Loop Capital Markets June 2006 - January 2009
Malachi Group 2003 - 2004
Skills
Financial Modeling, Financial Analysis, Fixed Income, Management, Strategic Planning, Public Speaking, Leadership, Investments, Customer Service, Portfolio Management, Event Planning, Finance, Marketing, Series 52, Investment Banking, Bloomberg, Securities, Municipal Bonds, Public Finance, Equities, Valuation, Asset Management, Corporate Finance, Capital Markets, Microsoft Excel, Series 7
Education
Clark Atlanta University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Glenbrook South High School 1995 — 1999
Spelman College
Hutchinson, Shockey, Erley & Co. July 2015 - Present
CastleOak Securities, L.P. July 2012 - Present
Ziegler December 2009 - May 2011
Loop Capital Markets June 2006 - January 2009
Malachi Group 2003 - 2004
Skills
Financial Modeling, Financial Analysis, Fixed Income, Management, Strategic Planning, Public Speaking, Leadership, Investments, Customer Service, Portfolio Management, Event Planning, Finance, Marketing, Series 52, Investment Banking, Bloomberg, Securities, Municipal Bonds, Public Finance, Equities, Valuation, Asset Management, Corporate Finance, Capital Markets, Microsoft Excel, Series 7
Education
Clark Atlanta University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Glenbrook South High School 1995 — 1999
Spelman College
Irene Fan's CastleOak Securities, L.P. Experience August 2012 - January 2014
Job Institutional Fixed Income Sales at Falcon Square Capital
Industry Financial Services
Experience
Falcon Square Capital August 2015 - Present
Wunderlich Securities July 2014 - July 2015
CastleOak Securities, L.P. August 2012 - January 2014
Piper Jaffray 2011 - August 2012
BTIG LLC July 2010 - July 2011
Jesup & Lamont 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Advest, Inc. 2003 - 2005
Piper Jaffray 2001 - 2003
Prudential Securitites 1997 - 2001
Skills
Fixed Income, Alternative Investments, Investment Banking, Hedge Funds, Series 7, Capital Markets, Structured Products, Series 63, Equities, Portfolio Management, Bloomberg, Trading, Securities, Bonds, Investments, Asset Management
Education
UCLA Anderson School of Management
MBA, Finance, Entrepreneurship
University of Pennsylvania
BAS, Systems Engineering
University of Pennsylvania - The Wharton School
BSE, Finance
Falcon Square Capital August 2015 - Present
Wunderlich Securities July 2014 - July 2015
CastleOak Securities, L.P. August 2012 - January 2014
Piper Jaffray 2011 - August 2012
BTIG LLC July 2010 - July 2011
Jesup & Lamont 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Advest, Inc. 2003 - 2005
Piper Jaffray 2001 - 2003
Prudential Securitites 1997 - 2001
Skills
Fixed Income, Alternative Investments, Investment Banking, Hedge Funds, Series 7, Capital Markets, Structured Products, Series 63, Equities, Portfolio Management, Bloomberg, Trading, Securities, Bonds, Investments, Asset Management
Education
UCLA Anderson School of Management
MBA, Finance, Entrepreneurship
University of Pennsylvania
BAS, Systems Engineering
University of Pennsylvania - The Wharton School
BSE, Finance
Bryan Steele's CastleOak Securities, L.P. Experience July 2013 - October 2013
Job Senior Structured Product Trader at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management November 2013 - Present
CastleOak Securities, L.P. July 2013 - October 2013
Direct Access Partners February 2013 - May 2013
Robert W. Baird & Co. April 2010 - February 2013
BNY Mellon Cash Investment Strategies March 2007 - May 2010
Standish Mellon Asset Management April 2007 - December 2008
BNY Mellon 2005 - 2007
Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Managment, Bonds, Capital Markets, Investments, Investment Management, Structured Finance, Financial Modeling, Series 7, Asset Management, Asset Allocation, Securities, Structured Products
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Muhlenberg College 1996 — 2000
Bachelors, Finance
Standish Mellon Asset Management November 2013 - Present
CastleOak Securities, L.P. July 2013 - October 2013
Direct Access Partners February 2013 - May 2013
Robert W. Baird & Co. April 2010 - February 2013
BNY Mellon Cash Investment Strategies March 2007 - May 2010
Standish Mellon Asset Management April 2007 - December 2008
BNY Mellon 2005 - 2007
Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Managment, Bonds, Capital Markets, Investments, Investment Management, Structured Finance, Financial Modeling, Series 7, Asset Management, Asset Allocation, Securities, Structured Products
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Muhlenberg College 1996 — 2000
Bachelors, Finance
Obataiye Brooks's CastleOak Securities, L.P. Experience July 2015 - Present
Job Investment Banking / Advisory Professional
Industry Financial Services
Experience
CastleOak Securities, L.P. July 2015 - Present
Lehman Brothers Holdings Inc. May 2015 - July 2015
Boardi Advisory (startup) May 2014 - May 2015
Goldman Sachs August 2010 - May 2014
PFM Asset Management LLC February 2005 - July 2010
Blaylock & Company June 2003 - August 2003
Skills
Risk Management, Financial Structuring, Interest Rate..., Hedging, Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, Finance, Fixed Income, Valuation, Project Management
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S., Management: Finance, Entrepreneurship
CastleOak Securities, L.P. July 2015 - Present
Lehman Brothers Holdings Inc. May 2015 - July 2015
Boardi Advisory (startup) May 2014 - May 2015
Goldman Sachs August 2010 - May 2014
PFM Asset Management LLC February 2005 - July 2010
Blaylock & Company June 2003 - August 2003
Skills
Risk Management, Financial Structuring, Interest Rate..., Hedging, Financial Modeling, Investment Banking, Capital Markets, Financial Analysis, Finance, Fixed Income, Valuation, Project Management
Education
Rensselaer Polytechnic Institute 2000 — 2004
B.S., Management: Finance, Entrepreneurship
Kristan Blake Gochee's CastleOak Securities, L.P. Experience July 2013 - March 2014
Job Senior Vice President at Lloyds Banking Group
Industry Financial Services
Experience
Lloyds Banking Group July 2015 - Present
Lloyds Banking Group April 2014 - July 2015
CastleOak Securities, L.P. July 2013 - March 2014
Direct Access Partners March 2012 - May 2013
SecondMarket, Inc. March 2011 - February 2012
UBS Investment Bank July 2004 - March 2011
Conning Asset Management February 2001 - June 2004
Skills
Alternative Investments, ABS, Bloomberg, Trading, MBS, CMBS, Intex
Education
May 2002 Springfield College 2000 — 2002
Bachelor, Business Management; Finance, Cum Laude
University of Massachusetts, Amherst 1997 — 1999
Lloyds Banking Group July 2015 - Present
Lloyds Banking Group April 2014 - July 2015
CastleOak Securities, L.P. July 2013 - March 2014
Direct Access Partners March 2012 - May 2013
SecondMarket, Inc. March 2011 - February 2012
UBS Investment Bank July 2004 - March 2011
Conning Asset Management February 2001 - June 2004
Skills
Alternative Investments, ABS, Bloomberg, Trading, MBS, CMBS, Intex
Education
May 2002 Springfield College 2000 — 2002
Bachelor, Business Management; Finance, Cum Laude
University of Massachusetts, Amherst 1997 — 1999
Manuel Angeles's CastleOak Securities, L.P. Experience July 2012 - January 2014
Job Vice President, Public Finance Relationship Management at Moody's Investors Service
Industry Investment Banking
Experience
Moody's Investors Service May 2015 - Present
CastleOak Securities, L.P. July 2012 - January 2014
Raymond James November 2009 - April 2012
DEPFA First Albany Securities 2004 - 2009
Lamont Financial Services Corporation 2002 - 2004
PricewaterhouseCoopers Securities 2001 - 2002
Lehman Brothers 1997 - 2001
Merrill Lynch 1989 - 1994
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Columbia College (NY) 1980 — 1984
BA, Computer Science
Moody's Investors Service May 2015 - Present
CastleOak Securities, L.P. July 2012 - January 2014
Raymond James November 2009 - April 2012
DEPFA First Albany Securities 2004 - 2009
Lamont Financial Services Corporation 2002 - 2004
PricewaterhouseCoopers Securities 2001 - 2002
Lehman Brothers 1997 - 2001
Merrill Lynch 1989 - 1994
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Columbia College (NY) 1980 — 1984
BA, Computer Science
Heidi Castro's CastleOak Securities, L.P. Experience May 2011 - Present
Job Consumer Services Professional
Industry Consumer Services
Experience
CastleOak Securities, L.P. May 2011 - Present
Oppenheimer & Co. March 2010 - January 2011
Bear Stearns & Company 2005 - 2009
Trust Company of the West 2004 - 2005
Deutsche Bank 2000 - 2004
Micromuse, Inc. 1998 - 2000
WalkerGroup 1996 - 1998
Skills
Asset Managment, Customer Service, Microsoft Office, Project Planning, Management, Equities, Budgets, Asset Management, Training, Process Scheduler, Telecommunications, Sales, Sales Management, Securities
Education
Mercy College 2001 — 2003
Master of Science, Organizational Management
John Jay College of Criminal Justice 1988 — 1996
Bachelor of Arts, Sociology
CastleOak Securities, L.P. May 2011 - Present
Oppenheimer & Co. March 2010 - January 2011
Bear Stearns & Company 2005 - 2009
Trust Company of the West 2004 - 2005
Deutsche Bank 2000 - 2004
Micromuse, Inc. 1998 - 2000
WalkerGroup 1996 - 1998
Skills
Asset Managment, Customer Service, Microsoft Office, Project Planning, Management, Equities, Budgets, Asset Management, Training, Process Scheduler, Telecommunications, Sales, Sales Management, Securities
Education
Mercy College 2001 — 2003
Master of Science, Organizational Management
John Jay College of Criminal Justice 1988 — 1996
Bachelor of Arts, Sociology
Patricia Koetzner's CastleOak Securities, L.P. Experience March 2011 - April 2015
Job Managing Director at Siebert Brandford Shank & Co, L.P.
Industry Banking
Experience
Siebert Brandford Shank Co., LLC. April 2015 - Present
CastleOak Securities, L.P. March 2011 - April 2015
Barclays Capital February 2004 - January 2011
Aegis Capital December 2002 - January 2004
Neuberger Berman January 2000 - December 2002
gruntal & Co 1998 - 2000
Skills
Business Analysis, Equities, Electronic Trading, Series 7, Trading, Capital Markets, Hedge Funds, Fixed Income, Trading Systems, Bloomberg, Derivatives, Financial Markets, Securities, Options
Education
University of Maine 1989 — 1993
BS, Public Administration
University of Maine 1989 — 1993
Public Administration
Siebert Brandford Shank Co., LLC. April 2015 - Present
CastleOak Securities, L.P. March 2011 - April 2015
Barclays Capital February 2004 - January 2011
Aegis Capital December 2002 - January 2004
Neuberger Berman January 2000 - December 2002
gruntal & Co 1998 - 2000
Skills
Business Analysis, Equities, Electronic Trading, Series 7, Trading, Capital Markets, Hedge Funds, Fixed Income, Trading Systems, Bloomberg, Derivatives, Financial Markets, Securities, Options
Education
University of Maine 1989 — 1993
BS, Public Administration
University of Maine 1989 — 1993
Public Administration
Kiana Nichols's CastleOak Securities, L.P. Experience June 2008 - August 2008
Job Associate, Media Planner at Mindshare
Industry Marketing and Advertising
Experience
Mindshare April 2015 - Present
Girl Talk Publishing August 2014 - April 2015
Solix Inc. September 2013 - April 2015
American Breast Cancer Foundation November 2013 - May 2014
Kaplan Test Prep August 2012 - June 2013
Rutgers Law School-Newark June 2009 - August 2010
The Terrie Williams Agency November 2009 - January 2010
CastleOak Securities, L.P. June 2008 - August 2008
Skills
Advertising, Facebook, Social Media, Social Media Marketing, Public Speaking, Marketing Communications, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Research
Education
Howard University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Mindshare April 2015 - Present
Girl Talk Publishing August 2014 - April 2015
Solix Inc. September 2013 - April 2015
American Breast Cancer Foundation November 2013 - May 2014
Kaplan Test Prep August 2012 - June 2013
Rutgers Law School-Newark June 2009 - August 2010
The Terrie Williams Agency November 2009 - January 2010
CastleOak Securities, L.P. June 2008 - August 2008
Skills
Advertising, Facebook, Social Media, Social Media Marketing, Public Speaking, Marketing Communications, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Research
Education
Howard University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Ed McGhee's CastleOak Securities, L.P. Experience August 2007 - Present
Job Managing Director, Fixed Income at CastleOak Securities, L.P.
Industry Financial Services
Experience
CastleOak Securities, L.P. August 2007 - Present
Blaylock & Company March 1994 - April 2007
Prudential Securities May 1987 - February 1994
Chemical Bank April 1983 - June 1987
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Capital Markets, Securities, Alternative Investments, Investment Banking, Asset Management, Bloomberg, Valuation, Series 63, Trading, Portfolio Management, Investment Management
Education
Morehouse College 1980 — 1983
BA, Finance
CastleOak Securities, L.P. August 2007 - Present
Blaylock & Company March 1994 - April 2007
Prudential Securities May 1987 - February 1994
Chemical Bank April 1983 - June 1987
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Capital Markets, Securities, Alternative Investments, Investment Banking, Asset Management, Bloomberg, Valuation, Series 63, Trading, Portfolio Management, Investment Management
Education
Morehouse College 1980 — 1983
BA, Finance
Wanda L. Davis's CastleOak Securities, L.P. Experience January 2014 - October 2014
Job Executive Assistant to President at The Heartland Institute
Industry Human Resources
Experience
The Heartland Institute September 2015 - Present
CastleOak Securities, L.P. January 2014 - October 2014
College of Lake County August 2011 - 2014
J.P. Morgan 2003 - 2009
Employer & Occupational Services Group 1994 - 2003
Skills
Public Speaking, Customer Service, Microsoft Office, Management, Event Planning, PowerPoint, Outlook, Human Resources, Data Entry, Microsoft Excel, Time Management, Singing, Office Administration
Education
University of Phoenix 2015 — 2017
Bachelor of Science (B.S.), Business
The Heartland Institute September 2015 - Present
CastleOak Securities, L.P. January 2014 - October 2014
College of Lake County August 2011 - 2014
J.P. Morgan 2003 - 2009
Employer & Occupational Services Group 1994 - 2003
Skills
Public Speaking, Customer Service, Microsoft Office, Management, Event Planning, PowerPoint, Outlook, Human Resources, Data Entry, Microsoft Excel, Time Management, Singing, Office Administration
Education
University of Phoenix 2015 — 2017
Bachelor of Science (B.S.), Business
Raisa Garcia's CastleOak Securities, L.P. Experience July 2010 - August 2010
Job Contract Amendments Coordinator at PRA Health Sciences Providing Services to Novartis Pharmaceuticals
Industry Accounting
Experience
PRA Health Sciences Providing Services to Novartis Pharmaceuticals May 2015 - Present
Rutgers Business School October 2011 - December 2014
Novartis Pharmaceuticals May 2014 - August 2014
Newark Youth One Stop Career Center June 2013 - August 2013
City of Newark- Department of Finance July 2012 - August 2012
Marshalls September 2011 - December 2011
Offender Aid and Restoration July 2011 - August 2011
CastleOak Securities, L.P. July 2010 - August 2010
Skills
Microsoft Office, Word, Excel, PowerPoint, Outlook, Accounts Receivable, Payroll, Microsoft Excel
Education
Rutgers Business School 2011 — 2015
Bachelor of Science (B.S.), Accounting
Rutgers University 2011 — 2015
Bachelor of Science (B.S.), Accounting
PRA Health Sciences Providing Services to Novartis Pharmaceuticals May 2015 - Present
Rutgers Business School October 2011 - December 2014
Novartis Pharmaceuticals May 2014 - August 2014
Newark Youth One Stop Career Center June 2013 - August 2013
City of Newark- Department of Finance July 2012 - August 2012
Marshalls September 2011 - December 2011
Offender Aid and Restoration July 2011 - August 2011
CastleOak Securities, L.P. July 2010 - August 2010
Skills
Microsoft Office, Word, Excel, PowerPoint, Outlook, Accounts Receivable, Payroll, Microsoft Excel
Education
Rutgers Business School 2011 — 2015
Bachelor of Science (B.S.), Accounting
Rutgers University 2011 — 2015
Bachelor of Science (B.S.), Accounting
robert renn's CastleOak Securities, L.P. Experience April 2013 - Present
Job managing director at CastleOak Securities, L.P.
Industry Financial Services
Experience
CastleOak Securities, L.P. April 2013 - Present
Education
University of Southern California 1983 — 1986
Economics
CastleOak Securities, L.P. April 2013 - Present
Education
University of Southern California 1983 — 1986
Economics