Chardan Capital Markets
Industry: Company
DescriptionFounded: 2002 Subsidiaries: Chardan Capital Markets, LLC., Asset Management Arm, Chardan Capital Markets, LLC, Research DivisionFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportChardan Capital Markets LLCWebsiteDirections Saved (0) Saved Save 6 Google reviews Financial planner in New York City, New York Address: 17 State St, New York, NY 10004 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (646) 465-9000: : Website: : : Place name: Category: : : Hours: Website: http://www.chardancm.com/ Category: Financial Planner 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 Chardan Capital Markets LLC Posting publicly on the Web Write a review Reviews 6 Google reviews
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Chardan Capital Markets Employees
Employee
Years
Job
Industry
Heath Goodwin Heath Goodwin's Chardan Capital Markets Experience February 2014 - May 2014
Job Executive Board Member: Treasurer at Pace University
Industry
Experience
Self Employed March 2009 - Present
Investment Club May 2013 - August 2014
Chardan Capital Markets February 2014 - May 2014
German American January 2012 - May 2012
Skills
Microsoft Office, Day Trading, Equity Trading, Momentum Trading, Trading System..., Finance, Equities, Trading
Education
Pace University - Lubin School of Business 2013 — 2016
Bachelor's Degree, Finance, 3.38/4.00
Vincennes University 2012 — 2013
Bachelor's Degree, Business Administration and Management, General, 3.33/4.00
Self Employed March 2009 - Present
Investment Club May 2013 - August 2014
Chardan Capital Markets February 2014 - May 2014
German American January 2012 - May 2012
Skills
Microsoft Office, Day Trading, Equity Trading, Momentum Trading, Trading System..., Finance, Equities, Trading
Education
Pace University - Lubin School of Business 2013 — 2016
Bachelor's Degree, Finance, 3.38/4.00
Vincennes University 2012 — 2013
Bachelor's Degree, Business Administration and Management, General, 3.33/4.00
Gregory Klose Gregory Klose's Chardan Capital Markets Experience September 2014 - April 2015
Job Portfolio Manager at First New York Securities
Industry Capital Markets
Experience
First New York Securities April 2015 - Present
Chardan Capital Markets September 2014 - April 2015
MR Valuation Consulting, LLC March 2014 - September 2014
Trillium Trading, LLC 2012 - 2013
Reidy Contracting Group March 2011 - September 2011
Radiant Energy Systems, Inc. August 2009 - December 2009
LEAD 2005 - 2005
Skills
Trading, PowerPoint, Capital Markets, Investments, Staff Supervision, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, MS Project, Analysis, Data Analysis, Engineering
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Engineering (BE), Engineering Management
First New York Securities April 2015 - Present
Chardan Capital Markets September 2014 - April 2015
MR Valuation Consulting, LLC March 2014 - September 2014
Trillium Trading, LLC 2012 - 2013
Reidy Contracting Group March 2011 - September 2011
Radiant Energy Systems, Inc. August 2009 - December 2009
LEAD 2005 - 2005
Skills
Trading, PowerPoint, Capital Markets, Investments, Staff Supervision, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, MS Project, Analysis, Data Analysis, Engineering
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Engineering (BE), Engineering Management
Sophie Qinyi Gu's Chardan Capital Markets Experience June 2013 - August 2013
Job Graduate Student of Economics at NYU
Industry Financial Services
Experience
Chardan Capital Markets June 2013 - August 2013
Market News International, Deutsche Börse February 2013 - August 2013
CITIC Securities June 2012 - August 2012
Industrial Bank Co., Ltd May 2012 - June 2012
Skills
Financial Modeling, Accounting, Equity Valuation, Adobe Photoshop, SPSS, Microsoft Excel, Data Analysis, Prezi, Statistical Data..., Research, Corporate Finance, MATLAB, Economics, InDesign, Illustrator, Fundraising, Social Media Marketing, Video Editing, Microsoft Word, Finance, PowerPoint, Financial Analysis, Social Media, VBA, Statistics
Education
New York University 2014 — 2016
Master's Degree, Economics
New York University, Stern School of Business 2012 — 2014
Bachelor's degree, Finance and Statistics
Washington University in St. Louis - Olin Business School 2010 — 2012
Bachelor's, Business
Chardan Capital Markets June 2013 - August 2013
Market News International, Deutsche Börse February 2013 - August 2013
CITIC Securities June 2012 - August 2012
Industrial Bank Co., Ltd May 2012 - June 2012
Skills
Financial Modeling, Accounting, Equity Valuation, Adobe Photoshop, SPSS, Microsoft Excel, Data Analysis, Prezi, Statistical Data..., Research, Corporate Finance, MATLAB, Economics, InDesign, Illustrator, Fundraising, Social Media Marketing, Video Editing, Microsoft Word, Finance, PowerPoint, Financial Analysis, Social Media, VBA, Statistics
Education
New York University 2014 — 2016
Master's Degree, Economics
New York University, Stern School of Business 2012 — 2014
Bachelor's degree, Finance and Statistics
Washington University in St. Louis - Olin Business School 2010 — 2012
Bachelor's, Business
Pauline ( Shuman ) Zhang Pauline ( Shuman ) Zhang's Chardan Capital Markets Experience August 2014 - December 2014
Job Renewable energy
Industry Financial Services
Experience
Chardan Capital Markets August 2014 - December 2014
Zolio Inc September 2013 - December 2013
AFJ Charity August 2013 - December 2013
BMW October 2011 - February 2012
Citi September 2011 - September 2011
Cinda Securities Co., Ltd February 2011 - July 2011
Skills
Risk Management, Finance, Portfolio Management, Bloomberg, Analysis, Investment Banking, Derivatives, Financial Risk, Accounting, Financial Modeling, Auditing, Financial Services
Education
New York University 2012 — 2014
Master of Science (MS), Financial Engineering, 3.7/4.0
China Foreign Affairs University 2008 — 2012
Bachelor's degree, Economics, 3.7/4.0
Chardan Capital Markets August 2014 - December 2014
Zolio Inc September 2013 - December 2013
AFJ Charity August 2013 - December 2013
BMW October 2011 - February 2012
Citi September 2011 - September 2011
Cinda Securities Co., Ltd February 2011 - July 2011
Skills
Risk Management, Finance, Portfolio Management, Bloomberg, Analysis, Investment Banking, Derivatives, Financial Risk, Accounting, Financial Modeling, Auditing, Financial Services
Education
New York University 2012 — 2014
Master of Science (MS), Financial Engineering, 3.7/4.0
China Foreign Affairs University 2008 — 2012
Bachelor's degree, Economics, 3.7/4.0
Jacob Zachs Jacob Zachs's Chardan Capital Markets Experience May 2011 - August 2011
Job Sales Associate at Newsela
Industry Telecommunications
Experience
Newsela October 2014 - Present
Message Center Management December 2013 - October 2014
Cory Booker for Senate June 2013 - November 2013
ABC News September 2012 - December 2012
ABC News April 2012 - August 2012
George Washington Acting Politically for Israel October 2009 - May 2012
Chardan Capital Markets May 2011 - August 2011
Richard Blumenthal for Senate June 2010 - August 2010
Credit Suisse April 2010 - August 2010
Congressman John B. Larson April 2009 - January 2010
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Political Communication
Danish Institute for Study Abroad 2012 — 2012
Current Trends in Media and Communication
Loomis Chaffee School 2005 — 2009
High School Diploma
Newsela October 2014 - Present
Message Center Management December 2013 - October 2014
Cory Booker for Senate June 2013 - November 2013
ABC News September 2012 - December 2012
ABC News April 2012 - August 2012
George Washington Acting Politically for Israel October 2009 - May 2012
Chardan Capital Markets May 2011 - August 2011
Richard Blumenthal for Senate June 2010 - August 2010
Credit Suisse April 2010 - August 2010
Congressman John B. Larson April 2009 - January 2010
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Political Communication
Danish Institute for Study Abroad 2012 — 2012
Current Trends in Media and Communication
Loomis Chaffee School 2005 — 2009
High School Diploma
Daniel Werber Daniel Werber's Chardan Capital Markets Experience June 2012 - June 2012
Job Analyst at Rialto Capital Management
Industry Commercial Real Estate
Experience
Rialto Capital Management April 2015 - Present
Jones Lang LaSalle July 2013 - March 2015
Colgate University September 2012 - May 2013
MKM Partners June 2012 - August 2012
Chardan Capital Markets June 2012 - June 2012
Skills
Research, Microsoft Excel, Public Speaking, Economics, Analysis, Data Analysis, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Statistics Analysis
Education
Colgate University 2009 — 2013
BS, Economics, Environmental Studies
SAINT ANDREW'S SCHOOL 2005 — 2009
Rialto Capital Management April 2015 - Present
Jones Lang LaSalle July 2013 - March 2015
Colgate University September 2012 - May 2013
MKM Partners June 2012 - August 2012
Chardan Capital Markets June 2012 - June 2012
Skills
Research, Microsoft Excel, Public Speaking, Economics, Analysis, Data Analysis, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Statistics Analysis
Education
Colgate University 2009 — 2013
BS, Economics, Environmental Studies
SAINT ANDREW'S SCHOOL 2005 — 2009
Keith Sazer's Chardan Capital Markets Experience May 2009 - Present
Job CEO at Addison Churchill
Industry Banking
Experience
Addison Churchill September 2013 - Present
Chardan Capital markets May 2009 - Present
Skills
Macroeconomics, Hedge Funds, Financial Risk, Series 24, Equities, Alternative Investments, Capital Markets, Private Equity, Venture Capital, Private Placements, Asset Management, Mergers & Acquisitions, Investment Management, Due Diligence, Investments, Finance, Investment Strategies, FX Options, Trading, Financial Markets, Forex, Broker Consulting, Sales Presentations, Employee Training, FX trading, Managed Funds, Trade Fund Management, Financial Advisory, Investment Banking, Foreign Exchange, Risk Management, Funding, Trading Strategies, Portfolio Management, Management, Entrepreneurship
Education
Boston University 1998 — 2002
BA, Finance
Addison Churchill September 2013 - Present
Chardan Capital markets May 2009 - Present
Skills
Macroeconomics, Hedge Funds, Financial Risk, Series 24, Equities, Alternative Investments, Capital Markets, Private Equity, Venture Capital, Private Placements, Asset Management, Mergers & Acquisitions, Investment Management, Due Diligence, Investments, Finance, Investment Strategies, FX Options, Trading, Financial Markets, Forex, Broker Consulting, Sales Presentations, Employee Training, FX trading, Managed Funds, Trade Fund Management, Financial Advisory, Investment Banking, Foreign Exchange, Risk Management, Funding, Trading Strategies, Portfolio Management, Management, Entrepreneurship
Education
Boston University 1998 — 2002
BA, Finance
Fengqiu Han Fengqiu Han's Chardan Capital Markets Experience July 2012 - August 2012
Job Credit Analyst at China Merchants Bank New York Branch
Industry Financial Services
Experience
China Merchants Bank June 2014 - Present
RNK Capital October 2013 - May 2014
Chardan Capital Markets July 2012 - August 2012
Amerione Accounting & Tax Inc. February 2012 - June 2012
China Construction Bank International June 2011 - August 2011
New York Institute of Technology October 2010 - May 2011
China Construction Bank H.O.-Investment Bank Department (Beijing, China) May 2008 - August 2008
Liaoning Zhong Yi Hui Jia Certified Public Accountants Co., LTD January 2008 - March 2008
Skills
Portfolio Management, Management, Valuation, Corporate Finance, Project Management, Data Analysis, Databases, Data Modeling, Healthcare Information..., Business Process, Decision Modeling, Financial Accounting, Organizational..., Auditing, Finance
Education
University of Maryland College Park 2012 — 2013
Master of Science (MS), Information System of Management, MSIS
New York Institute of Technology (NYIT) 2009 — 2011
Master, Business Administration (Finance)
Renmin University of China (RUC) 2005 — 2009
Economic, Finance
New York Institute of Technology
Master's degree, Environmental Engineering Technology/Environmental Technology
China Merchants Bank June 2014 - Present
RNK Capital October 2013 - May 2014
Chardan Capital Markets July 2012 - August 2012
Amerione Accounting & Tax Inc. February 2012 - June 2012
China Construction Bank International June 2011 - August 2011
New York Institute of Technology October 2010 - May 2011
China Construction Bank H.O.-Investment Bank Department (Beijing, China) May 2008 - August 2008
Liaoning Zhong Yi Hui Jia Certified Public Accountants Co., LTD January 2008 - March 2008
Skills
Portfolio Management, Management, Valuation, Corporate Finance, Project Management, Data Analysis, Databases, Data Modeling, Healthcare Information..., Business Process, Decision Modeling, Financial Accounting, Organizational..., Auditing, Finance
Education
University of Maryland College Park 2012 — 2013
Master of Science (MS), Information System of Management, MSIS
New York Institute of Technology (NYIT) 2009 — 2011
Master, Business Administration (Finance)
Renmin University of China (RUC) 2005 — 2009
Economic, Finance
New York Institute of Technology
Master's degree, Environmental Engineering Technology/Environmental Technology
Daniel Tenzer Daniel Tenzer's Chardan Capital Markets Experience March 2009 - March 2011
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2011 - Present
Chardan Capital Markets March 2009 - March 2011
Creative Artists Agency August 2004 - January 2007
Skills
Bloomberg, Equities, Financial Modeling, Capital Markets, Hedge Funds, Investment Banking
Education
Loyola Marymount University 2007 — 2009
MBA, Finance
University of Wisconsin-Madison 2000 — 2004
BA, Political Science
JPMorgan Chase March 2011 - Present
Chardan Capital Markets March 2009 - March 2011
Creative Artists Agency August 2004 - January 2007
Skills
Bloomberg, Equities, Financial Modeling, Capital Markets, Hedge Funds, Investment Banking
Education
Loyola Marymount University 2007 — 2009
MBA, Finance
University of Wisconsin-Madison 2000 — 2004
BA, Political Science
Judah Schwartz Judah Schwartz's Chardan Capital Markets Experience March 2012 - May 2012
Job Associate at the Law Office of Brian A. Raphan, P.C.
Industry Law Practice
Experience
Law Office of Brian A. Raphan PC August 2015 - Present
Brian A Raphan P.C. January 2015 - May 2015
Health Law and Policy Clinic at Hofstra Law School August 2014 - December 2014
New York State Surrogate's Court, Kings County August 2014 - December 2014
Horizon Blue Cross Blue Shield of New Jersey May 2014 - July 2014
New York State Supreme Court June 2013 - July 2013
Chardan Capital Markets March 2012 - May 2012
Childrens Health And Safety Education August 2010 - January 2012
Harold Schwartz Esq. & Leonard Ledereich Esq August 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Negotiation, Business Planning, Fundraising, Real Estate, Legal Issues, Commercial Litigation, Contract Negotiation, Legal Research, Event Planning, Mergers & Acquisitions, Westlaw, Legal Writing
Education
Hofstra University School of Law 2012 — 2015
Juris Doctor (J.D.)
Seton Hall University 2009 — 2012
MBA, Finance
Israel Torah Research Institue 2007 — 2009
Bachelor of Science (BS), Talmudic Studies
Law Office of Brian A. Raphan PC August 2015 - Present
Brian A Raphan P.C. January 2015 - May 2015
Health Law and Policy Clinic at Hofstra Law School August 2014 - December 2014
New York State Surrogate's Court, Kings County August 2014 - December 2014
Horizon Blue Cross Blue Shield of New Jersey May 2014 - July 2014
New York State Supreme Court June 2013 - July 2013
Chardan Capital Markets March 2012 - May 2012
Childrens Health And Safety Education August 2010 - January 2012
Harold Schwartz Esq. & Leonard Ledereich Esq August 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Negotiation, Business Planning, Fundraising, Real Estate, Legal Issues, Commercial Litigation, Contract Negotiation, Legal Research, Event Planning, Mergers & Acquisitions, Westlaw, Legal Writing
Education
Hofstra University School of Law 2012 — 2015
Juris Doctor (J.D.)
Seton Hall University 2009 — 2012
MBA, Finance
Israel Torah Research Institue 2007 — 2009
Bachelor of Science (BS), Talmudic Studies
Rocco Clauss Rocco Clauss's Chardan Capital Markets Experience March 2013 - June 2013
Job Energy Broker Tradition Energy
Industry Capital Markets
Experience
Tradition Energy March 2015 - Present
Stifel Financial Corp. May 2014 - Present
Global Securities Colombia November 2013 - December 2013
Global Securities Colombia October 2013 - November 2013
Chardan Capital Markets March 2013 - June 2013
Merrill Lynch June 2012 - September 2012
Merrill Lynch April 2011 - May 2012
J&R's Orgainic Beef Distributing Co. September 2007 - April 2012
Merrill Lynch February 2011 - April 2011
Merrill Lynch December 2010 - February 2011
Skills
Boxing, Commodity Markets, Electric Guitar, Equities, Fishing, Fixed Income, Futures, Hunting, Options Strategies, Ski Racing, Structured Products, Trading, Bloomberg, Financial Structuring, Investments, Options, Equity Trading, Asset Management
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
SUNY Plattsburgh 2008 — 2010
Bachelor of Arts (B.A.), Business, 3.73
Home School 1998 — 2008
GED, 3.81
Tradition Energy March 2015 - Present
Stifel Financial Corp. May 2014 - Present
Global Securities Colombia November 2013 - December 2013
Global Securities Colombia October 2013 - November 2013
Chardan Capital Markets March 2013 - June 2013
Merrill Lynch June 2012 - September 2012
Merrill Lynch April 2011 - May 2012
J&R's Orgainic Beef Distributing Co. September 2007 - April 2012
Merrill Lynch February 2011 - April 2011
Merrill Lynch December 2010 - February 2011
Skills
Boxing, Commodity Markets, Electric Guitar, Equities, Fishing, Fixed Income, Futures, Hunting, Options Strategies, Ski Racing, Structured Products, Trading, Bloomberg, Financial Structuring, Investments, Options, Equity Trading, Asset Management
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
SUNY Plattsburgh 2008 — 2010
Bachelor of Arts (B.A.), Business, 3.73
Home School 1998 — 2008
GED, 3.81
Bradly Levitt Bradly Levitt's Chardan Capital Markets Experience December 2013 - April 2014
Job Head of Special Projects at The Metro Group
Industry Financial Services
Experience
The Metro Group 2014 - Present
Chardan Capital Markets December 2013 - April 2014
Tourneau August 2007 - September 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Research, Customer Service, English, Accounting, Financial Analysis, Public Speaking, Outlook, Windows, Access, Social Media, Photoshop, Time Management
Education
Queens College 2010 — 2014
Accounting and Economics
Locust Valley
The Metro Group 2014 - Present
Chardan Capital Markets December 2013 - April 2014
Tourneau August 2007 - September 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Research, Customer Service, English, Accounting, Financial Analysis, Public Speaking, Outlook, Windows, Access, Social Media, Photoshop, Time Management
Education
Queens College 2010 — 2014
Accounting and Economics
Locust Valley
Kevin Gyuho Chai's Chardan Capital Markets Experience June 2012 - July 2012
Job at Columbia University
Industry Financial Services
Experience
Meredith Whitney Advisory Group September 2012 - June 2013
Chardan Capital Markets June 2012 - July 2012
Shinhan Investment Corp June 2011 - August 2011
Deloitte LLC June 2009 - August 2009
Skills
Data Analysis, Matlab, SQL, Derivatives, SAS, Bloomberg Terminal
Education
Columbia University in the City of New York 2011 — 2013
M.S., Operations Research
New York University 2006 — 2011
B.S., Mathematics, Economics, Major GPA: 3.7/4.0, Overall GPA: 3.6/4.0
St. Andrew's College
Meredith Whitney Advisory Group September 2012 - June 2013
Chardan Capital Markets June 2012 - July 2012
Shinhan Investment Corp June 2011 - August 2011
Deloitte LLC June 2009 - August 2009
Skills
Data Analysis, Matlab, SQL, Derivatives, SAS, Bloomberg Terminal
Education
Columbia University in the City of New York 2011 — 2013
M.S., Operations Research
New York University 2006 — 2011
B.S., Mathematics, Economics, Major GPA: 3.7/4.0, Overall GPA: 3.6/4.0
St. Andrew's College
Chang Liu Chang Liu's Chardan Capital Markets Experience January 2008 - March 2008
Job Equity Research Associate at CLSA
Industry Investment Banking
Experience
CLSA September 2011 - Present
Rodman & Renshaw August 2009 - September 2011
Oppenheimer & Co. Inc. August 2008 - May 2009
Investment Strategies Fund, LP January 2008 - August 2008
Chardan Capital Markets January 2008 - March 2008
Citic Fund Management June 2007 - August 2007
Standard Chartered Bank November 2006 - March 2007
Skills
Equity Research, Bloomberg, Financial Modeling, Valuation, Equity Valuation, Equities, Corporate Finance, Capital Markets, Financial Analysis, Hedge Funds, Investments, Private Equity, Emerging Markets
Education
New York University 2007 — 2009
Master of Arts, Economics
Capital University of Economics and Business 2003 — 2007
Bachelor of Arts, Economics
CLSA September 2011 - Present
Rodman & Renshaw August 2009 - September 2011
Oppenheimer & Co. Inc. August 2008 - May 2009
Investment Strategies Fund, LP January 2008 - August 2008
Chardan Capital Markets January 2008 - March 2008
Citic Fund Management June 2007 - August 2007
Standard Chartered Bank November 2006 - March 2007
Skills
Equity Research, Bloomberg, Financial Modeling, Valuation, Equity Valuation, Equities, Corporate Finance, Capital Markets, Financial Analysis, Hedge Funds, Investments, Private Equity, Emerging Markets
Education
New York University 2007 — 2009
Master of Arts, Economics
Capital University of Economics and Business 2003 — 2007
Bachelor of Arts, Economics
Robert Fromberg Robert Fromberg's Chardan Capital Markets Experience December 2011 - May 2013
Job Institutional Sales at H.C. Wainwright
Industry Financial Services
Experience
H.C. Wainwright May 2013 - Present
Chardan Capital Markets December 2011 - May 2013
UBS September 2006 - July 2010
UBS August 2004 - September 2006
Skills
Series 7, Equities, Client Services, Hedge Funds, Series 63, Securities, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Wealth Management
Education
University of Maryland College Park 1999 — 2002
Bachelor of Science (BS), Marketing
Herricks High School
H.C. Wainwright May 2013 - Present
Chardan Capital Markets December 2011 - May 2013
UBS September 2006 - July 2010
UBS August 2004 - September 2006
Skills
Series 7, Equities, Client Services, Hedge Funds, Series 63, Securities, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg, Wealth Management
Education
University of Maryland College Park 1999 — 2002
Bachelor of Science (BS), Marketing
Herricks High School
Jamie Meagher Jamie Meagher's Chardan Capital Markets Experience September 2009 - June 2012
Job Institutional Sales & Trading Worldtrade Financial
Industry Financial Services
Experience
WorldTrade Financial November 2012 - Present
Chardan Capital Markets September 2009 - June 2012
Skills
Trading, Bloomberg, Hedge Funds, Equities, Capital Markets, Series 7, Investment Banking, Series 63, Valuation, Options, Equity Research, Fixed Income
Education
Cornell University 1988 — 1992
Bachelor's degree
Deerfield Academy 1984 — 1987
WorldTrade Financial November 2012 - Present
Chardan Capital Markets September 2009 - June 2012
Skills
Trading, Bloomberg, Hedge Funds, Equities, Capital Markets, Series 7, Investment Banking, Series 63, Valuation, Options, Equity Research, Fixed Income
Education
Cornell University 1988 — 1992
Bachelor's degree
Deerfield Academy 1984 — 1987
Joseph K. Nasser Joseph K. Nasser's Chardan Capital Markets Experience September 2011 - December 2011
Job Real Time Trader at EDF Energy Services
Industry Oil & Energy
Experience
EDF Energy Services July 2014 - Present
Repsol September 2013 - July 2014
Invesco April 2013 - September 2013
Sysco May 2012 - January 2013
Chardan Capital Markets September 2011 - December 2011
Dimensional Fund Advisors September 2008 - July 2010
Telemus Capital Partners May 2008 - August 2008
NECS October 2007 - May 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, VBA, Microsoft Word, Access, Visio, Visual Basic, SQL, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Outlook, Corporate Finance, Forecasting, Asset Managment, Risk Management, Data Analysis, Business Objects, SAP, Ubuntu, .NET, Asset Management, Accounting, Process Improvement, Investments, Securities, Portfolio Management, Management, Finance, Hedge Funds, Analysis
Education
University of Houston 2010 — 2011
BS, Math
University of Houston 2005 — 2008
BBA, Finance
CFA Institute
Pearland High School
EDF Energy Services July 2014 - Present
Repsol September 2013 - July 2014
Invesco April 2013 - September 2013
Sysco May 2012 - January 2013
Chardan Capital Markets September 2011 - December 2011
Dimensional Fund Advisors September 2008 - July 2010
Telemus Capital Partners May 2008 - August 2008
NECS October 2007 - May 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, VBA, Microsoft Word, Access, Visio, Visual Basic, SQL, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Outlook, Corporate Finance, Forecasting, Asset Managment, Risk Management, Data Analysis, Business Objects, SAP, Ubuntu, .NET, Asset Management, Accounting, Process Improvement, Investments, Securities, Portfolio Management, Management, Finance, Hedge Funds, Analysis
Education
University of Houston 2010 — 2011
BS, Math
University of Houston 2005 — 2008
BBA, Finance
CFA Institute
Pearland High School
Ransley Carpio's Chardan Capital Markets Experience April 2013 - June 2015
Job Director of Business Development at Catterton Partners
Industry Venture Capital & Private Equity
Experience
Catterton July 2015 - Present
Chardan Capital Markets April 2013 - June 2015
Dinan & Co September 2010 - August 2012
Prudential Financial May 2008 - April 2010
Skills
Investment Banking, Marketing, Fundraising, Financial Services, Entrepreneurship, Sales, New Business Development, Mergers, Market Research, Private Equity, Management, Finance, Mergers & Acquisitions, Valuation, Business Development
Education
Harvard Business School
HBX - CORe
Catterton July 2015 - Present
Chardan Capital Markets April 2013 - June 2015
Dinan & Co September 2010 - August 2012
Prudential Financial May 2008 - April 2010
Skills
Investment Banking, Marketing, Fundraising, Financial Services, Entrepreneurship, Sales, New Business Development, Mergers, Market Research, Private Equity, Management, Finance, Mergers & Acquisitions, Valuation, Business Development
Education
Harvard Business School
HBX - CORe
Hongli (Derek) Lan's Chardan Capital Markets Experience September 2011 - November 2011
Job Research Analyst at QS Investors, LLC
Industry Investment Management
Experience
QS Investors, LLC July 2015 - Present
J.P. Morgan October 2014 - May 2015
Maritime Capital,LLC January 2014 - August 2014
CICC August 2012 - July 2013
DongXing Securities Ltd April 2012 - May 2012
Chardan Capital Markets September 2011 - November 2011
Skills
VBA, Financial Modeling, SQL, Matlab, Python, C++, Trading Strategies, Portfolio Management, Mandarin, Quantitative Investing, Quantitative Analytics, Equities, Hedge Funds, Fixed Income, Numerical Analysis, Algorithms, Data Structures
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Mathematics of Finance, 3.9/4.0
University of International Business and Economics 2008 — 2012
Bachelor's degree, Economics(Finance)
QS Investors, LLC July 2015 - Present
J.P. Morgan October 2014 - May 2015
Maritime Capital,LLC January 2014 - August 2014
CICC August 2012 - July 2013
DongXing Securities Ltd April 2012 - May 2012
Chardan Capital Markets September 2011 - November 2011
Skills
VBA, Financial Modeling, SQL, Matlab, Python, C++, Trading Strategies, Portfolio Management, Mandarin, Quantitative Investing, Quantitative Analytics, Equities, Hedge Funds, Fixed Income, Numerical Analysis, Algorithms, Data Structures
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Mathematics of Finance, 3.9/4.0
University of International Business and Economics 2008 — 2012
Bachelor's degree, Economics(Finance)
Patrick Bross Patrick Bross's Chardan Capital Markets Experience April 2009 - January 2010
Job Enterprise Sales Account Manager at Benefitfocus
Industry Information Technology and Services
Experience
Benefitfocus June 2014 - Present
CommVault September 2013 - May 2014
Emergent LLC July 2011 - September 2013
JPMorgan Chase January 2010 - July 2011
Chardan Capital Markets April 2009 - January 2010
Community First Bank Loan Services May 2008 - August 2008
Skills
Salesforce.com, Sales Management, Business Development, Strategic Planning, Account Management, Sales, Risk Management, Financial Analysis, New Business Development, Customer Service, Business Intelligence, Business Analysis, SaaS, NetSuite, Enterprise Software, Cloud Computing, Sales Process, Lead Generation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
bs, finance
Benefitfocus June 2014 - Present
CommVault September 2013 - May 2014
Emergent LLC July 2011 - September 2013
JPMorgan Chase January 2010 - July 2011
Chardan Capital Markets April 2009 - January 2010
Community First Bank Loan Services May 2008 - August 2008
Skills
Salesforce.com, Sales Management, Business Development, Strategic Planning, Account Management, Sales, Risk Management, Financial Analysis, New Business Development, Customer Service, Business Intelligence, Business Analysis, SaaS, NetSuite, Enterprise Software, Cloud Computing, Sales Process, Lead Generation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
bs, finance
Ruby Hanako Mercure Ruby Hanako Mercure's Chardan Capital Markets Experience June 2014 - January 2015
Job Student at Columbia University in the City of New York
Industry Primary/Secondary Education
Experience
Chardan Capital Markets June 2014 - January 2015
Columbia Business School Alumni Relations October 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Editing, Community Outreach, Teaching, Music, Chamber Music, Violin, Data Analysis
Education
Columbia University in the City of New York 2012 — 2016
BA, Mathematics and Statistics
Andover High School 2008 — 2012
Chardan Capital Markets June 2014 - January 2015
Columbia Business School Alumni Relations October 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Editing, Community Outreach, Teaching, Music, Chamber Music, Violin, Data Analysis
Education
Columbia University in the City of New York 2012 — 2016
BA, Mathematics and Statistics
Andover High School 2008 — 2012
Danielle Marlow Danielle Marlow's Chardan Capital Markets Experience June 2011 - July 2011
Job Operations and Logistics Manager (Strategy Focused) at Uber
Industry
Experience
Uber February 2015 - Present
Censeo Consulting Group August 2013 - February 2015
NumbersUSA June 2012 - August 2012
180 Degrees Consulting July 2011 - August 2011
Chardan Capital Markets June 2011 - July 2011
Private Tutoring September 2008 - December 2010
Miss Sue's Day Camp June 2007 - August 2010
Skills
Data Analysis, Market Sizing, Microsoft Excel, PowerPoint, Spanish, Stata, Access, Microsoft Office, Latin, Facebook, Microsoft Word, Event Planning
Education
Duke University 2009 — 2013
University of New South Wales 2011 — 2011
Study Abroad
Uber February 2015 - Present
Censeo Consulting Group August 2013 - February 2015
NumbersUSA June 2012 - August 2012
180 Degrees Consulting July 2011 - August 2011
Chardan Capital Markets June 2011 - July 2011
Private Tutoring September 2008 - December 2010
Miss Sue's Day Camp June 2007 - August 2010
Skills
Data Analysis, Market Sizing, Microsoft Excel, PowerPoint, Spanish, Stata, Access, Microsoft Office, Latin, Facebook, Microsoft Word, Event Planning
Education
Duke University 2009 — 2013
University of New South Wales 2011 — 2011
Study Abroad
Julia Choi Julia Choi's Chardan Capital Markets Experience June 2011 - September 2011
Job Tax Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
School of Accountancy at DePaul University September 2013 - June 2014
WHI September 2011 - April 2014
ITW December 2012 - May 2013
Chardan Capital Markets June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2013
Master of Accountancy
PwC July 2014 - Present
School of Accountancy at DePaul University September 2013 - June 2014
WHI September 2011 - April 2014
ITW December 2012 - May 2013
Chardan Capital Markets June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2013
Master of Accountancy
Mitchell Saunders's Chardan Capital Markets Experience August 2008 - January 2009
Job Acquisitions at Dun & Bradstreet
Industry Marketing and Advertising
Experience
Dun & Bradstreet February 2012 - Present
ADP March 2011 - January 2012
New York Jets October 2009 - January 2011
Fein, Such, Kahn & Shepard, P.C. January 2009 - August 2009
Chardan Capital Markets August 2008 - January 2009
Astralwerks Records May 2007 - August 2007
Skills
Writing, Budgeting, Outlook, Word, Microsoft Office, Customer Service, Contract Negotiation, Financial Analysis, Salesforce.com, Management, Microsoft Excel, Marketing, Time Management, PowerPoint, Budgets, Retail, Microsoft Word, Sales, Sales Operations, Healthcare, Big Data, Oracle Applications, Microsoft CRM, Direct Sales, New Business Development, Account Management, Marketing Strategy, Finance
Education
University of Hartford
BSBA, Marketing
Livingston High School
Dun & Bradstreet February 2012 - Present
ADP March 2011 - January 2012
New York Jets October 2009 - January 2011
Fein, Such, Kahn & Shepard, P.C. January 2009 - August 2009
Chardan Capital Markets August 2008 - January 2009
Astralwerks Records May 2007 - August 2007
Skills
Writing, Budgeting, Outlook, Word, Microsoft Office, Customer Service, Contract Negotiation, Financial Analysis, Salesforce.com, Management, Microsoft Excel, Marketing, Time Management, PowerPoint, Budgets, Retail, Microsoft Word, Sales, Sales Operations, Healthcare, Big Data, Oracle Applications, Microsoft CRM, Direct Sales, New Business Development, Account Management, Marketing Strategy, Finance
Education
University of Hartford
BSBA, Marketing
Livingston High School
Mikael Colacurcio's Chardan Capital Markets Experience June 2008 - August 2008
Job Financial Controls Manager at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management September 2015 - Present
Och-Ziff Capital Management April 2011 - Present
Och-Ziff Capital Management June 2010 - April 2011
Thirsty Terps LLC May 2009 - May 2010
Universal Pictures January 2008 - May 2010
Chardan Capital Markets June 2008 - August 2008
Harborview Advisors, LLC May 2007 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Finance
American University of Rome
Och-Ziff Capital Management September 2015 - Present
Och-Ziff Capital Management April 2011 - Present
Och-Ziff Capital Management June 2010 - April 2011
Thirsty Terps LLC May 2009 - May 2010
Universal Pictures January 2008 - May 2010
Chardan Capital Markets June 2008 - August 2008
Harborview Advisors, LLC May 2007 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Finance
American University of Rome
Carlo Santelli Carlo Santelli's Chardan Capital Markets Experience September 2011 - December 2011
Job Investment Banking Analyst at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald October 2014 - Present
Merrill Lynch July 2013 - October 2014
Columbia University May 2010 - May 2012
Merrill Lynch 2012 - 2012
Chardan Capital Markets September 2011 - December 2011
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Bloomberg Terminal, Capital IQ, Hedge Funds, Venture Capital, Equities, Capital Markets, Data Analysis, Mergers & Acquisitions, Investments, Alternative Investments, Trading, VBA, Corporate Finance
Education
Columbia University in the City of New York 2010 — 2012
BA, Economics
Clifton High School 2002 — 2006
Cantor Fitzgerald October 2014 - Present
Merrill Lynch July 2013 - October 2014
Columbia University May 2010 - May 2012
Merrill Lynch 2012 - 2012
Chardan Capital Markets September 2011 - December 2011
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Bloomberg Terminal, Capital IQ, Hedge Funds, Venture Capital, Equities, Capital Markets, Data Analysis, Mergers & Acquisitions, Investments, Alternative Investments, Trading, VBA, Corporate Finance
Education
Columbia University in the City of New York 2010 — 2012
BA, Economics
Clifton High School 2002 — 2006
Joshua Riitano's Chardan Capital Markets Experience September 2012 - November 2014
Job Associate, Investment Banking at Chardan Capital Markets
Industry Financial Services
Experience
Chardan Capital Markets September 2012 - November 2014
Under Armour Lacrosse May 2011 - August 2011
Yarmouth & Yachtsmen March 2010 - August 2011
Education
American University - Kogod School of Business 2009 — 2012
Bachelor's Degree
The Albany Academy 1994 — 2008
Chardan Capital Markets September 2012 - November 2014
Under Armour Lacrosse May 2011 - August 2011
Yarmouth & Yachtsmen March 2010 - August 2011
Education
American University - Kogod School of Business 2009 — 2012
Bachelor's Degree
The Albany Academy 1994 — 2008
Anders Emil Kolding's Chardan Capital Markets Experience September 2013 - September 2015
Job Investing at JMK Consumer Growth Partners
Industry Financial Services
Experience
JMK Consumer Growth Partners September 2015 - Present
Chardan Capital Markets LLC May 2015 - September 2015
Chardan Capital Markets September 2013 - September 2015
Pace University May 2013 - May 2014
Pace University May 2013 - May 2014
Sheffield Haworth April 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Investments, PowerPoint, English, Public Speaking, Customer Service, Research, Strategic Planning, Negotiation, Investment Banking, Microsoft Word, Marketing, Bloomberg Terminal, Windows, Market Research, Outlook, Budgets, Editing, Time Management, Teamwork, Capital IQ, Financial Analysis, Photoshop, Valuation, DCF Valuation, DCF, Financial Risk...
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Herlufsholm Kostskole 2010 — 2011
International Baccalaureate, High School/Secondary Diplomas and Certificates
Mont'Kiara International School 2009 — 2010
High School, High School/Secondary Diplomas and Certificates
Virum Gymnasium 2008 — 2009
High School, High School/Secondary Diplomas and Certificates
JMK Consumer Growth Partners September 2015 - Present
Chardan Capital Markets LLC May 2015 - September 2015
Chardan Capital Markets September 2013 - September 2015
Pace University May 2013 - May 2014
Pace University May 2013 - May 2014
Sheffield Haworth April 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Investments, PowerPoint, English, Public Speaking, Customer Service, Research, Strategic Planning, Negotiation, Investment Banking, Microsoft Word, Marketing, Bloomberg Terminal, Windows, Market Research, Outlook, Budgets, Editing, Time Management, Teamwork, Capital IQ, Financial Analysis, Photoshop, Valuation, DCF Valuation, DCF, Financial Risk...
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Herlufsholm Kostskole 2010 — 2011
International Baccalaureate, High School/Secondary Diplomas and Certificates
Mont'Kiara International School 2009 — 2010
High School, High School/Secondary Diplomas and Certificates
Virum Gymnasium 2008 — 2009
High School, High School/Secondary Diplomas and Certificates
Olivia (Tian) Zeng Olivia (Tian) Zeng's Chardan Capital Markets Experience September 2010 - February 2011
Job Data Scientist at Capital One
Industry Financial Services
Experience
Capital One June 2014 - Present
Scotia iTRADE September 2013 - May 2014
Freedom 55 Financial February 2013 - August 2013
Chardan Capital Markets September 2010 - February 2011
Education
Queen's University 2011 — 2012
Master of International Business, Finance in International Market
Peking University 2007 — 2011
Bachelor, Finance
Capital One June 2014 - Present
Scotia iTRADE September 2013 - May 2014
Freedom 55 Financial February 2013 - August 2013
Chardan Capital Markets September 2010 - February 2011
Education
Queen's University 2011 — 2012
Master of International Business, Finance in International Market
Peking University 2007 — 2011
Bachelor, Finance
Jonathan Schechter's Chardan Capital Markets Experience February 2008 - Present
Job Chardan Capital Markets, LLC Director Investment Banking
Industry Investment Banking
Experience
Chardan Capital Markets February 2008 - Present
The N.I.R. Group, LLC January 2005 - January 2008
Bryan Cave LLP 2000 - 2005
Education
Fordham University School of Law 1996 — 1999
JD
Duke University 1992 — 1995
Chardan Capital Markets February 2008 - Present
The N.I.R. Group, LLC January 2005 - January 2008
Bryan Cave LLP 2000 - 2005
Education
Fordham University School of Law 1996 — 1999
JD
Duke University 1992 — 1995
Jack Liu, CFA's Chardan Capital Markets Experience May 2010 - Present
Job SVP at Chardan Capital Markets
Industry Banking
Experience
Chardan Capital Markets May 2010 - Present
Citigroup July 2009 - May 2010
Citigroup 2008 - 2008
Singapore National Institute of Education February 2005 - May 2007
Skills
Investment Banking, Capital Markets, Equity Research, Financial Modeling, Private Equity, Valuation, Venture Capital, Financial Analysis, Corporate Finance, Mergers, Entrepreneurship, Emerging Markets, Due Diligence, Equities, Mandarin, Asset Managment, Hedge Funds, Bloomberg, Management Consulting, Business Strategy
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration, Concentration in Financial Analysis
National University of Singapore 2003 — 2004
Master of Science, Computer Science
National University of Singapore 1999 — 2003
Bachelor of Science with Honors, Computer Science
Chardan Capital Markets May 2010 - Present
Citigroup July 2009 - May 2010
Citigroup 2008 - 2008
Singapore National Institute of Education February 2005 - May 2007
Skills
Investment Banking, Capital Markets, Equity Research, Financial Modeling, Private Equity, Valuation, Venture Capital, Financial Analysis, Corporate Finance, Mergers, Entrepreneurship, Emerging Markets, Due Diligence, Equities, Mandarin, Asset Managment, Hedge Funds, Bloomberg, Management Consulting, Business Strategy
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration, Concentration in Financial Analysis
National University of Singapore 2003 — 2004
Master of Science, Computer Science
National University of Singapore 1999 — 2003
Bachelor of Science with Honors, Computer Science
Amy Hillenbrand's Chardan Capital Markets Experience June 2011 - November 2012
Job Entrepreneurial Trader at WTS Proprietary Trading Group
Industry Financial Services
Experience
WTS Proprietary Trading Group August 2013 - November 2013
World Trade Financial Corporation November 2012 - March 2013
Chardan Capital Markets June 2011 - November 2012
Seaboard Securities May 2004 - November 2010
AXA Equitable January 2003 - May 2004
Pershing Trading Company January 2000 - January 2003
Skills
Series 7, Equities, Hedge Funds, Series 63, Series 55, Trading Strategies, Trading Ideas, Trading Executions, Sungard, Account Management, Client Relations Skills, Maintaining Strong...
Education
French Culinary Institute 2007 — 2008
Culinary Arts degree, Culinary Arts/Chef Training
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Arts (BA), Political Science
WTS Proprietary Trading Group August 2013 - November 2013
World Trade Financial Corporation November 2012 - March 2013
Chardan Capital Markets June 2011 - November 2012
Seaboard Securities May 2004 - November 2010
AXA Equitable January 2003 - May 2004
Pershing Trading Company January 2000 - January 2003
Skills
Series 7, Equities, Hedge Funds, Series 63, Series 55, Trading Strategies, Trading Ideas, Trading Executions, Sungard, Account Management, Client Relations Skills, Maintaining Strong...
Education
French Culinary Institute 2007 — 2008
Culinary Arts degree, Culinary Arts/Chef Training
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Arts (BA), Political Science
Steven Urbach's Chardan Capital Markets Experience Relationship ManagerChase Manhattan CorporationSeptember 1997 - February 2000
Job President at Chardan Capital Markets
Industry Financial Services
Experience
Chardan Capital Markets Relationship ManagerChase Manhattan CorporationSeptember 1997 - February 2000
Education
Ithaca College 1993 — 1997
BS, Finance
Chardan Capital Markets Relationship ManagerChase Manhattan CorporationSeptember 1997 - February 2000
Education
Ithaca College 1993 — 1997
BS, Finance
Josh Sapir's Chardan Capital Markets Experience June 2006 - February 2014
Job PM at Marvel Assets Holdings
Industry Financial Services
Experience
Marvel Assets Holdings, LLC March 2014 - Present
Chardan Capital Markets June 2006 - February 2014
North Star Partners, LP September 2004 - May 2006
Skills
Hedge Funds, Equities, Bloomberg, Equity Research, Trading, Valuation, Capital Markets, Investment Banking, Asset Managment, Financial Modeling, Financial Markets, Portfolio Management, Series 7, Alternative Investments, Options, Derivatives, Investments, Bloomberg Terminal, Equity Trading, Equity Valuation, Hedging, Trading Strategies, Traders, Series 63, Fixed Income, Securities, Electronic Trading, Trading Systems, Emerging Markets, Proprietary Trading, Equity Derivatives, Asset Management
Education
Pace University - Lubin School of Business 2002 — 2004
MBA, Finance and Financial Management Services
University of Wisconsin-Madison 1993 — 1997
BA, political science
Jericho High School 1990 — 1993
diploma
Marvel Assets Holdings, LLC March 2014 - Present
Chardan Capital Markets June 2006 - February 2014
North Star Partners, LP September 2004 - May 2006
Skills
Hedge Funds, Equities, Bloomberg, Equity Research, Trading, Valuation, Capital Markets, Investment Banking, Asset Managment, Financial Modeling, Financial Markets, Portfolio Management, Series 7, Alternative Investments, Options, Derivatives, Investments, Bloomberg Terminal, Equity Trading, Equity Valuation, Hedging, Trading Strategies, Traders, Series 63, Fixed Income, Securities, Electronic Trading, Trading Systems, Emerging Markets, Proprietary Trading, Equity Derivatives, Asset Management
Education
Pace University - Lubin School of Business 2002 — 2004
MBA, Finance and Financial Management Services
University of Wisconsin-Madison 1993 — 1997
BA, political science
Jericho High School 1990 — 1993
diploma
Colin T. Callaghan's Chardan Capital Markets Experience August 2004 - November 2005
Job ICM Capital Markets Ltd.
Industry Capital Markets
Experience
ICM Capital Markets LTD May 2011 - Present
Global Arena Capital Corp. January 2010 - February 2011
Energy Trading Group, LLC November 2005 - April 2006
Chardan Capital Markets August 2004 - November 2005
Sidney Albert Jewish Community Center October 2001 - December 2002
PaineWebber/UBS Wealth Managment February 1999 - September 2001
Sands Brothers, LLC February 1998 - January 1999
Skills
Investment Banking, Trading, Financial Modeling, Equities, Bloomberg, Asset Management, Hedge Funds, Capital Markets, Alternative Investments, Securities, Financial Markets, Series 7, Options, Equity Research, Emerging Markets, Valuation, Financial Structuring, Private Equity, Equity Trading, Derivatives
Education
Adelphi University 1993 — 1997
Economics
The Albany Academy 1984 — 1993
ICM Capital Markets LTD May 2011 - Present
Global Arena Capital Corp. January 2010 - February 2011
Energy Trading Group, LLC November 2005 - April 2006
Chardan Capital Markets August 2004 - November 2005
Sidney Albert Jewish Community Center October 2001 - December 2002
PaineWebber/UBS Wealth Managment February 1999 - September 2001
Sands Brothers, LLC February 1998 - January 1999
Skills
Investment Banking, Trading, Financial Modeling, Equities, Bloomberg, Asset Management, Hedge Funds, Capital Markets, Alternative Investments, Securities, Financial Markets, Series 7, Options, Equity Research, Emerging Markets, Valuation, Financial Structuring, Private Equity, Equity Trading, Derivatives
Education
Adelphi University 1993 — 1997
Economics
The Albany Academy 1984 — 1993
Annie Shon's Chardan Capital Markets Experience December 2007 - April 2008
Job Alternative Investments Analyst at Citi Group
Industry Financial Services
Experience
Business Owner January 2012 - Present
Citi Group May 2008 - December 2011
Chardan Capital Markets December 2007 - April 2008
Skills
Banking, Equities
Education
Williams College 2002 — 2006
Bachelor's degree, Psychology
Columbia University in the City of New York 2003 — 2003
Bachelor of Science (BS), Chemistry
Business Owner January 2012 - Present
Citi Group May 2008 - December 2011
Chardan Capital Markets December 2007 - April 2008
Skills
Banking, Equities
Education
Williams College 2002 — 2006
Bachelor's degree, Psychology
Columbia University in the City of New York 2003 — 2003
Bachelor of Science (BS), Chemistry
Matthew Applebaum's Chardan Capital Markets Experience September 2009 - Present
Job Sales Trader at Chardan Capital Markets
Industry Investment Banking
Experience
Chardan Capital Markets September 2009 - Present
Education
Syracuse University 1992 — 1996
Psychology
Chardan Capital Markets September 2009 - Present
Education
Syracuse University 1992 — 1996
Psychology
Moe Nahary's Chardan Capital Markets Experience December 2009 - April 2013
Job Property Management & Acquisitions
Industry Real Estate
Experience
MyRiver Property Solutions, Inc July 2015 - Present
Premier Property Management & Acquisitions January 2014 - Present
Chardan Capital Markets December 2009 - April 2013
Track Data Corp March 2009 - October 2009
Skills
Real Estate, Series 7, Due Diligence, Investments, Strategic Planning, Sales, Customer Service, Negotiation, Entrepreneurship, Asset Management, Finance, New Business Development, Management, Marketing, Marketing Strategy, Securities, Equities, Contract Negotiation, Financial Analysis
Education
Touro College
BA, Economics, Finance
MyRiver Property Solutions, Inc July 2015 - Present
Premier Property Management & Acquisitions January 2014 - Present
Chardan Capital Markets December 2009 - April 2013
Track Data Corp March 2009 - October 2009
Skills
Real Estate, Series 7, Due Diligence, Investments, Strategic Planning, Sales, Customer Service, Negotiation, Entrepreneurship, Asset Management, Finance, New Business Development, Management, Marketing, Marketing Strategy, Securities, Equities, Contract Negotiation, Financial Analysis
Education
Touro College
BA, Economics, Finance
Tobias Schneichel's Chardan Capital Markets Experience April 2010 - June 2012
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2014 - Present
Wedbush Securities September 2013 - October 2014
Miller Tabak July 2012 - August 2013
Chardan Capital Markets April 2010 - June 2012
Atlantic Equities October 2007 - March 2010
Deutsche Bank January 2007 - September 2007
Haribo GmbH & Co.KG August 2001 - July 2003
Skills
Institutional..., Equities, Institutional Sales, Hedge Funds, Equity Research, Alternative Investments, Asset Management, Capital Markets, Institutional, Stocks, Bloomberg, Investment Banking, Valuation
Education
EDHEC Business School 2006 — 2006
Study abroad, International Business
Maastricht University 2003 — 2006
Bsc, Int'l Business Economics (Finance)
Deutsche Bank October 2014 - Present
Wedbush Securities September 2013 - October 2014
Miller Tabak July 2012 - August 2013
Chardan Capital Markets April 2010 - June 2012
Atlantic Equities October 2007 - March 2010
Deutsche Bank January 2007 - September 2007
Haribo GmbH & Co.KG August 2001 - July 2003
Skills
Institutional..., Equities, Institutional Sales, Hedge Funds, Equity Research, Alternative Investments, Asset Management, Capital Markets, Institutional, Stocks, Bloomberg, Investment Banking, Valuation
Education
EDHEC Business School 2006 — 2006
Study abroad, International Business
Maastricht University 2003 — 2006
Bsc, Int'l Business Economics (Finance)
Will Clayton's Chardan Capital Markets Experience July 2013 - October 2013
Job Equity Research Associate
Industry Financial Services
Experience
Macquarie Group October 2013 - Present
Chardan Capital Markets July 2013 - October 2013
doUdeal December 2010 - September 2013
Bloomberg LP January 2011 - December 2012
MetLife January 2010 - May 2010
Dutch Flower Line 2010 - 2010
Grass Roots CampaignsSummer 2008 August 2008 - August 2008
Sinvin Realty, LLC June 2008 - August 2008
TAG Creative June 2007 - January 2008
Roman and Williams June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Excel, PowerPoint, Research, Lotus Notes, Archiving, Presentation Materials, Organizational Systems, Microsoft Office, SPSS, Advertising, Strategic Planning, Outlook, Data Analysis, Budgeting, Analysis, Customer Relations, Financial Reporting, Forecasting, Market Research, Problem Solving, Spreadsheets, Customer Service, New Business Development, Marketing Strategy, Proposal Writing, Corporate Finance, Business Analysis, Market Analysis, Public Speaking, Critical Thinking, Fundraising, Writing, Accounting, Business Strategy, Microsoft Word, HTML, CSS, JavaScript, Project Management, Investor Relations, Pitch Development, Commercial Real Estate, Web Analytics, Valuation, Microsoft Excel, Asset Management, Bloomberg, Bloomberg Terminal
Education
Investment Banking Institute 2013 — 2013
Financial Modeling & Valuation
Towson University 2006 — 2010
Bachelor of Science, Business Administration; Finance Concentration
Autonomous University 2009 — 2009
Study Abroad, International Business and E-Business
Macquarie Group October 2013 - Present
Chardan Capital Markets July 2013 - October 2013
doUdeal December 2010 - September 2013
Bloomberg LP January 2011 - December 2012
MetLife January 2010 - May 2010
Dutch Flower Line 2010 - 2010
Grass Roots CampaignsSummer 2008 August 2008 - August 2008
Sinvin Realty, LLC June 2008 - August 2008
TAG Creative June 2007 - January 2008
Roman and Williams June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Excel, PowerPoint, Research, Lotus Notes, Archiving, Presentation Materials, Organizational Systems, Microsoft Office, SPSS, Advertising, Strategic Planning, Outlook, Data Analysis, Budgeting, Analysis, Customer Relations, Financial Reporting, Forecasting, Market Research, Problem Solving, Spreadsheets, Customer Service, New Business Development, Marketing Strategy, Proposal Writing, Corporate Finance, Business Analysis, Market Analysis, Public Speaking, Critical Thinking, Fundraising, Writing, Accounting, Business Strategy, Microsoft Word, HTML, CSS, JavaScript, Project Management, Investor Relations, Pitch Development, Commercial Real Estate, Web Analytics, Valuation, Microsoft Excel, Asset Management, Bloomberg, Bloomberg Terminal
Education
Investment Banking Institute 2013 — 2013
Financial Modeling & Valuation
Towson University 2006 — 2010
Bachelor of Science, Business Administration; Finance Concentration
Autonomous University 2009 — 2009
Study Abroad, International Business and E-Business
Steven Rothman's Chardan Capital Markets Experience July 2010 - March 2011
Job (founder/ceo of ShopCube)
Industry Internet
Experience
ShopCube April 2011 - Present
Chardan Capital Markets July 2010 - March 2011
iHomegame LLC 2004 - 2008
Katten Muchin Rosenman LLP September 1999 - February 2003
Education
University of Pennsylvania 1991 — 1995
BA, Communications
Newark Academy 1987 — 1991
ShopCube April 2011 - Present
Chardan Capital Markets July 2010 - March 2011
iHomegame LLC 2004 - 2008
Katten Muchin Rosenman LLP September 1999 - February 2003
Education
University of Pennsylvania 1991 — 1995
BA, Communications
Newark Academy 1987 — 1991
Joel DeMartini, CPA's Chardan Capital Markets Experience November 2012 - January 2013
Job Senior Associate at PwC
Industry Accounting
Experience
PwC December 2013 - Present
ZOZI August 2013 - October 2013
Instream Partners LLC January 2013 - August 2013
Chardan Capital Markets November 2012 - January 2013
PwC September 2011 - November 2012
California Economic Forecast September 2010 - June 2011
Skills
Financial Modeling, US GAAP, Data Analysis, Financial Analysis, Assurance, Auditing, Investment Banking, Valuation, Corporate Finance, DCF, Equity Research, Economics, Financial Statement..., Econometric Modeling, Regression Analysis, Accounting, Equities, Investments, Due Diligence, Analysis, Capital IQ, SEC filings, Strategy, Business Valuation, Private Equity, Internal Audit, Bloomberg Terminal, Finance, Mergers & Acquisitions, Bloomberg, Financial Services, Venture Capital, Portfolio Management, Financial Accounting, Alternative Investments, Hedge Funds, Asset Management
Education
University of California, Santa Barbara 2010 — 2011
Master of Arts (M.A.), Economics, 3.78
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business Economics with Accounting, 3.63
PwC December 2013 - Present
ZOZI August 2013 - October 2013
Instream Partners LLC January 2013 - August 2013
Chardan Capital Markets November 2012 - January 2013
PwC September 2011 - November 2012
California Economic Forecast September 2010 - June 2011
Skills
Financial Modeling, US GAAP, Data Analysis, Financial Analysis, Assurance, Auditing, Investment Banking, Valuation, Corporate Finance, DCF, Equity Research, Economics, Financial Statement..., Econometric Modeling, Regression Analysis, Accounting, Equities, Investments, Due Diligence, Analysis, Capital IQ, SEC filings, Strategy, Business Valuation, Private Equity, Internal Audit, Bloomberg Terminal, Finance, Mergers & Acquisitions, Bloomberg, Financial Services, Venture Capital, Portfolio Management, Financial Accounting, Alternative Investments, Hedge Funds, Asset Management
Education
University of California, Santa Barbara 2010 — 2011
Master of Arts (M.A.), Economics, 3.78
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business Economics with Accounting, 3.63
Jonas Grossman's Chardan Capital Markets Experience 2003 - Present
Job Managing Partner Capital Markets at Chardan Capital Markets
Industry Financial Services
Experience
Chardan Capital Markets 2003 - Present
Ramius LLC January 2001 - November 2003
Windsor Capital Group, Inc. September 1999 - December 2000
Aegis Capital February 1999 - September 1999
Davis Polk & Wardwell LLP August 1997 - January 1999
Skills
Capital Markets, Corporate Finance, Entrepreneurship, Equities, Financial Modeling, Hedge Funds, Investment Banking, Private Equity, Securities, Series 7, Valuation, Finance, Financial Analysis, Emerging Markets
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Cornell University
Bachelor of Arts (B.A.), Economics
Chardan Capital Markets 2003 - Present
Ramius LLC January 2001 - November 2003
Windsor Capital Group, Inc. September 1999 - December 2000
Aegis Capital February 1999 - September 1999
Davis Polk & Wardwell LLP August 1997 - January 1999
Skills
Capital Markets, Corporate Finance, Entrepreneurship, Equities, Financial Modeling, Hedge Funds, Investment Banking, Private Equity, Securities, Series 7, Valuation, Finance, Financial Analysis, Emerging Markets
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Cornell University
Bachelor of Arts (B.A.), Economics
Omar Alexander Khalil's Chardan Capital Markets Experience April 2014 - Present
Job Vice President Head of European Sales
Industry Financial Services
Experience
Chardan Capital Markets April 2014 - Present
Merrill Lynch - Global Wealth Management July 2012 - April 2014
Black Tomato November 2010 - June 2012
Mulberry Trading July 2007 - November 2010
Skills
Entrepreneurship, Account Management, Strategic Planning, Sales, International Sales, Business Development, Finance, Business Planning, Investments, Sales Operations, Team Leadership, Creative Direction, Salesforce.com, Project Management, PMO, Strategic Financial..., Financial Analysis, Wealth Management, Private Banking, Investor Relations, Wholesale, Sales Management, Behavioral Finance, Psychology, Private Equity Funding, Private Equity, Investment Banking, Deal Sourcing, Strategic Negotiations, Business Strategy
Education
Harvard University, John F. Kennedy School of Government
November 2013, Investment decisions & behavioral finance
City University London
Behavioural finance working group
University of Portsmouth 2002 — 2005
Bachelor's degree, Psychology
Portsmouth College 2000 — 2002
A level, Psychology
Chardan Capital Markets April 2014 - Present
Merrill Lynch - Global Wealth Management July 2012 - April 2014
Black Tomato November 2010 - June 2012
Mulberry Trading July 2007 - November 2010
Skills
Entrepreneurship, Account Management, Strategic Planning, Sales, International Sales, Business Development, Finance, Business Planning, Investments, Sales Operations, Team Leadership, Creative Direction, Salesforce.com, Project Management, PMO, Strategic Financial..., Financial Analysis, Wealth Management, Private Banking, Investor Relations, Wholesale, Sales Management, Behavioral Finance, Psychology, Private Equity Funding, Private Equity, Investment Banking, Deal Sourcing, Strategic Negotiations, Business Strategy
Education
Harvard University, John F. Kennedy School of Government
November 2013, Investment decisions & behavioral finance
City University London
Behavioural finance working group
University of Portsmouth 2002 — 2005
Bachelor's degree, Psychology
Portsmouth College 2000 — 2002
A level, Psychology
Gillian Rossiello's Chardan Capital Markets Experience January 2010 - September 2012
Job Controller at Buffet Enhancements International
Industry Accounting
Experience
Chardan Capital Markets January 2010 - September 2012
Education
East Stroudsburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Chardan Capital Markets January 2010 - September 2012
Education
East Stroudsburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Zhe (Jacky) Huang's Chardan Capital Markets Experience October 2013 - April 2014
Job Analyst at A&J Capital Investment
Industry Real Estate
Experience
A&J Capital Investment February 2015 - Present
CMR Investment Consulting June 2014 - February 2015
Chardan Capital Markets October 2013 - April 2014
Dragon Gate Investment Partners January 2013 - September 2013
Fordham University, Graduate School of Business January 2012 - December 2012
Skills
Bloomberg Terminal, VBA, Microsoft Excel, Financial Analysis, SPSS, Statistics, Finance, Eviews, Word, HTML, Financial Statement..., Capital IQ, Valuation Modeling, Fixed Income Analysis, Alternative Investments, Cross-border M&A, IPO, Reverse Mergers
Education
Fordham University 2011 — 2012
Master’s Degree, Finance
Guangdong University of Foreign Studies 2007 — 2011
Bachelor’s Degree, Finance and Journalism, Dual Degree
A&J Capital Investment February 2015 - Present
CMR Investment Consulting June 2014 - February 2015
Chardan Capital Markets October 2013 - April 2014
Dragon Gate Investment Partners January 2013 - September 2013
Fordham University, Graduate School of Business January 2012 - December 2012
Skills
Bloomberg Terminal, VBA, Microsoft Excel, Financial Analysis, SPSS, Statistics, Finance, Eviews, Word, HTML, Financial Statement..., Capital IQ, Valuation Modeling, Fixed Income Analysis, Alternative Investments, Cross-border M&A, IPO, Reverse Mergers
Education
Fordham University 2011 — 2012
Master’s Degree, Finance
Guangdong University of Foreign Studies 2007 — 2011
Bachelor’s Degree, Finance and Journalism, Dual Degree
Oh hoon Kwon's Chardan Capital Markets Experience June 2011 - Present
Job Intern at Chardan Capital Markets
Industry Investment Banking
Experience
Chardan Capital Markets June 2011 - Present
Seoul Broadcasting System (SBS) June 2010 - August 2010
KIWOOM Securities Co., Ltd June 2009 - August 2009
Skills
Microsoft Office, Capital IQ
Education
New York University 2006 — 2012
Bachelor of Science, Economics
Tabor Academy 2002 — 2006
high school diploma
Chardan Capital Markets June 2011 - Present
Seoul Broadcasting System (SBS) June 2010 - August 2010
KIWOOM Securities Co., Ltd June 2009 - August 2009
Skills
Microsoft Office, Capital IQ
Education
New York University 2006 — 2012
Bachelor of Science, Economics
Tabor Academy 2002 — 2006
high school diploma
Kelso Davis's Chardan Capital Markets Experience March 2008 - July 2013
Job Executive Underwriter for The Hartford
Industry Insurance
Experience
The Hartford August 2013 - Present
Chardan Capital Markets March 2008 - July 2013
Collins Stewart August 2007 - January 2008
CE Unterberg, Towbin November 1999 - August 2007
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Series 7, Investments, Portfolio Management, Equity Research, Private Equity, Investment Strategies, Bloomberg, Valuation, Securities, Series 63, Fixed Income, Mergers, Trading
Education
Hamilton College 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Westminster School 1990 — 1994
High School
The Hartford August 2013 - Present
Chardan Capital Markets March 2008 - July 2013
Collins Stewart August 2007 - January 2008
CE Unterberg, Towbin November 1999 - August 2007
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Series 7, Investments, Portfolio Management, Equity Research, Private Equity, Investment Strategies, Bloomberg, Valuation, Securities, Series 63, Fixed Income, Mergers, Trading
Education
Hamilton College 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Westminster School 1990 — 1994
High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY