Catalyst Funds
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Catalyst Funds Employees
The Community Empowerment Fund January 2015 - Present
Duke University August 2013 - Present
Catalyst Funds May 2013 - August 2013
Education
Duke University 2013 — 2017
Economics- Finance concentration
Catalyst Funds August 2013 - Present
Hartford Funds April 2012 - May 2013
Hartford Funds September 2010 - March 2012
The Hartford Financial Services Group October 2006 - September 2009
Skills
Leadership, Financial Advisory, Fixed Income, Mutual Funds, Competitive Analysis, Sales, Sales Operations, Equities, Finance, Investments, Training, Financial Analysis, Financial Services, Marketing, Animal Work, Gender Analysis, Trapeze, Series 7
Education
Franklin & Marshall College 2002 — 2006
Bachelors of Arts, Economics, Government
The Haverford School 1998 — 2002
Catalyst Funds December 2014 - Present
AXA March 2014 - November 2014
Allianz Life September 2013 - June 2014
HFP Capital Markets LLC May 2012 - August 2013
Skills
Fitness Training, Wellness, Nutrition, Microsoft Office, Fixed Annuities, Fixed Income, Capital Markets, Retirement, Equity Indexed Annuities, Managed Funds, Mutual Funds, CRM, Variable Annuities, Options, Social Security, Salesforce.com, Sales, Series 63, Series 7, Investments, ETFs, Bonds, Bloomberg Terminal
Education
Monmouth University 2006 — 2010
Bachelor of Science (B.S.)
Colts Neck High School
Ace Networking Group August 2015 - Present
Briarcliff Hall LLC 2015 - Present
XpertHR May 2015 - July 2015
Seeking Alpha June 2014 - August 2014
KEEBLER ROUTE August 2012 - December 2013
Catalyst Funds April 2012 - August 2012
Van Eck Global March 2008 - October 2011
ING Funds Distributor, LLC March 2006 - March 2008
Muriel Siebert and Co October 2005 - February 2006
Skills
Mutual Funds, Series 7, Series 63, Equities, Alternative Investments, Investments, client relationship..., Cold Calling, Prospecting Skills, Consultative Approach, CRM databases, Business Development, Asset Allocation, CRM, Financial Advisory, Fixed Income, ETFs, Separately Managed...
Education
State University of New York at Buffalo 2000 — 2004
BA, English
Plainview JFK
RBC Capital Markets May 2015 - Present
Mizuho Securities USA Inc. September 2014 - May 2015
Oppenheimer & Co. July 2012 - August 2014
Invesco June 2011 - August 2011
Catalyst Funds October 2010 - March 2011
Joele Frank, Wilkinson Brimmer Katcher September 2005 - July 2010
Skills
Investments, Financial Modeling, Equities, Mergers & Acquisitions, Equity Valuation, Equity Research, Bloomberg, Finance, Strategy, Analysis, Factset, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Business Strategy, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance
Trinity University 2002 — 2005
B.A., Major: Economics Minor: Spanish
United States Naval Academy 2000 — 2002
Economics
John cooper school
Greenberg Advisors, LLC August 2015 - Present
Lemma Senbet Fund May 2015 - Present
State Street June 2015 - August 2015
Bloomberg LP August 2014 - December 2014
Catalyst Funds June 2014 - August 2014
The Aspire Group Inc September 2012 - December 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Research, Customer Service, Financial Modeling, Finance, Management, Sales, PowerPoint, Teamwork
Education
University of Maryland College Park 2012 — 2016
Bachelor's degree, Finance, Senior
Universidad Rey Juan Carlos 2015 — 2015
Pascack Hills High School 2008 — 2012
Catalyst Funds May 2015 - Present
TD Ameritrade June 2014 - February 2015
TD Ameritrade March 2013 - May 2014
Adelphi University September 2011 - December 2012
Whitestone Associates LLC November 2011 - April 2012
Sportime August 2005 - March 2012
Skills
REIT, Alternative Investments, Microsoft Word, Investments, Telephone Skills, Financial Services, Social Networking, Data Analysis, Microsoft Office, Microsoft Excel, Business Development, Series 7, Asset Allocation, Non-Traded REITS, Leadership, Finance, PowerPoint, Customer Service, Management, Portfolio Management, Marketing, Public Speaking, Deal Sourcing
Education
Adelphi University 2011 — 2012
MBA, Finance, Strong
Adelphi University 2007 — 2011
BBA, Business Administration
Valley Stream North
Valley Stream North
Catalyst Funds March 2015 - Present
Invesco US January 2012 - January 2015
BlackRock January 2008 - December 2011
Franklin Templeton Investments October 2005 - January 2008
WM Group of Funds May 2003 - September 2005
Bank of America March 2002 - April 2003
Van Kampen Funds February 1993 - February 2002
American Funds January 1990 - January 1993
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Separately Managed..., Asset Management, Investments, ETFs, Series 6, Equities, Hedge Funds, Wealth Management, Fixed Income, Investment Strategies
Education
Arizona State University 1986 — 1989
Bachelor of Science (BS), Finance, General
Catalyst Funds January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) October 2012 - December 2013
Prudential Financial April 2005 - March 2011
Skills
Mutual Funds, Investments, Fixed Annuities, Financial Services, 401k, Series 63, Series 6, Separately Managed..., Securities, Wealth Management, Alternative Investments, Life Insurance, FINRA, Variable Annuities, Investment Strategies, ETFs, Sales Presentations, Insurance, Uniform Combined State..., Strategic Financial..., Relationship Management, Asset Allocation, Asset Management, Series 65, 529 Plans, Life & Health Insurance..., Illustration, New Business Development, Retirement, Retirement Planning, IRAs, Investment Advisory, Asset Managment, Business Case Design, Marketing, Long-term Care, Universal Life, Salesforce.com, CRM, Sales Process, Financial Planning
Education
St. Peter's University 2005 — 2008
MBA, FINANCE
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1998
BS, PUBLIC HEALTH
Middlesex County College 1993 — 1995
Associates Degree, Liberal Arts
Sayreville War Memorial High School 1989 — 1993
HS Diploma
Our Lady of Victories 1981 — 1989
Our Lady of Victories
TD Ameritrade February 2015 - Present
TIAA-CREF April 2014 - January 2015
Citi August 2011 - April 2014
Wachovia, A Wells Fargo Company April 2007 - August 2011
Catalyst Funds January 2007 - March 2007
Metropolitan Life Insurance Company December 2005 - January 2007
Skills
Investments, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Business Development, Banking, Mutual Funds, Credit, Finance, Series 6, Financial Advisory, Leadership, Life Insurance, Treasury, Mortgage Lending, Series 63, CRM, Strategic Financial..., Private Banking, Commercial Banking, Securities, Relationship Management, Loans, Mergers & Acquisitions, Commercial Lending, Retirement, Wealth, Wealth Management..., Equities, Series 7, Marketing, Asset Management, Series 65, Financial Planning, Management
Education
Harvard Extension School 2012 — 2012
Certificate in Advanced Executive Communication Skills
Long Island University, Brooklyn Campus 2009 — 2011
M.B.A, Business Management, With Distinction
Yeshiva University 2000 — 2004
B.S., Marketing, Cum Laude
Catalyst Funds March 2015 - Present
Maximum Impact Partners, Inc. September 2014 - Present
Legg Mason November 2010 - April 2014
John Hancock Financial Services October 2006 - November 2010
MFS Investment Management August 1990 - November 2006
Education
Indiana University Bloomington
Bachelor's Degree, Economics
Catalyst Funds 2014 - Present
AXA Advisors, LLC 2010 - 2012
American Funds Distributors, Inc 2005 - 2009
Allstate 2004 - 2005
The Hartford 2002 - 2004
Wachovia Securities 1999 - 2002
Van Kampen Investments 1997 - 1999
DWS Investments 1994 - 1997
Skills
Series 7, Series 63, Series 65, Mutual Funds, Insurance, Competitive Analysis, Public Speaking, Consultative Selling, Wholesaling, Annuities, Fixed Annuities, Management, Financial Advisory, Wholesale, Leadership, CRM, Investment Strategies, Finance, Business Development, Relationship Management, Marketing, Retirement Planning, Sales, Asset Allocation
Education
The College of William and Mary - The Mason School of Business
MBA
University of Dayton
BA, Communications
Catalyst Funds February 2015 - Present
New York Life & MainStay Investments January 2009 - December 2014
AllianceBernstein Investments October 2006 - December 2008
BNY Mellon Wealth Management May 2005 - October 2006
Skills
Mutual Funds, Fixed Annuities, Financial Services, Separately Managed..., Retirement Planning, Alternative Investments, Series 63, Investments, Asset Allocation, Retirement, Series 65, Series 6, Equities, ETFs, Portfolio Management, Investment Advisory, Long-term Care, Life Insurance, Relationship Management, Long Term Care Insurance, Estate Planning, Disability Insurance, Life & Health Insurance..., Hedge Funds, Financial Advisory, Investment Strategies, Bloomberg, Insurance, Bonds, Fixed Income, Series 24, FINRA, Guaranteed Lifetime..., 401k Rollovers, Strategic Financial..., Investment Management, Wealth, Financial Planners, Series 7
Education
Binghamton University 2000 — 2004
Macquarie University