Citadel Securities
Industry: Company
DescriptionFounded: 2001 Parent organization: CSHC US LLC Subsidiaries: Equiduct Systems Ltd., Citadel Securities, LLC, Asset Management Arm
Citadel Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Citadel Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Citadel Securities Employees
Voya Investment Management (formerly ING U.S. Investment Management) February 2013 - Present
Carnegie Mellon Tepper School of Business September 2012 - December 2012
Citadel Securities June 2012 - August 2012
Oracle July 2008 - July 2011
Indian Institute of Technology, Bombay May 2007 - June 2007
Skills
Matlab, Quantitative Finance, SQL, VBA, C++, Agency MBS, Fixed Income, Excel, Modeling, R, Teamwork, Data Analysis, Programming, Options, Equity Derivatives, Analytics, Portfolio Management, Quantitative Analytics, Statistics, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
MS(Computational Finance), Mathematics, Programming, Statistics and Finance
National Institute of Technology Warangal 2004 — 2008
2008, Electronics and Communications Engg
Gowtham Junior College 2002 — 2004
Class XII - Intermediate, Maths, Physics, Chemistry
Good Samaritan High School 1994 — 2002
Class X, Maths, Science
CFA Institute, Virginia, USA
Fixed Income, Portfolio Management, Derivatives, Quantitative Methods, Ethics
Benefit Street Partners / Providence Equity Capital Markets 2011 - Present
Citadel Securities 2009 - 2011
Merrill Lynch & Co. / Bank of America Merrill Lynch 2004 - 2009
Alex. Brown & Sons / Deutsche Bank 1997 - 2004
Arthur Anderson & Co 1992 - 1995
Skills
Investments, Management
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA, Finance
Principia College 1988 — 1992
BA, Business Administration
Morgan Stanley Wealth Management May 2011 - Present
Citadel Securities 2009 - 2010
Bank of America Securities 1999 - 2008
The Chase Manhattan Bank 1987 - 1999
Skills
Fixed income distressed...
Education
Boston College - Carroll School of Management
Bachelor's degree, Accounting
M.B.A. Fordham University, New York, NY
Master of Business Administration (M.B.A.), Concentration in Finance
Citadel Securities December 2012 - Present
McKinsey & Company January 2009 - December 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers June 2008 - September 2008
Towers Watson June 2003 - June 2006
Skills
Hedging, Derivatives, Enterprise Risk..., Pensions, Counterparty Risk, Actuaries, Equities, Financial Risk, Trading, Commodity, Financial Modeling
Education
The University of Chicago 2006 — 2008
MBA, Analytic Finance & Economics
University of Nebraska at Omaha 1997 — 2002
BS, Math & Physics
Mitsubishi UFJ Securities June 2015 - Present
FactSet July 2013 - November 2014
The Nittany Lion Fund, LLC. December 2009 - December 2010
Citadel Securities June 2010 - August 2010
The Nittany Lion Fund, LLC. November 2008 - December 2009
Credit Suisse June 2009 - August 2009
The Nittany Lion Fund, LLC. November 2007 - December 2008
Citi Smith Barney May 2008 - August 2008
Capital Blue Cross June 2006 - August 2007
Skills
Bloomberg, Stock Valuation, Financial Modeling, Data Analysis, Valuation, Microsoft Excel, Financial Analysis, PowerPoint, Valuation Modeling, Microsoft Office, FactSet, Portfolio Management, Fixed Income, Capital Markets, Entrepreneurship, Finance, Analysis, Corporate Finance, Equities
Education
Penn State University 2007 — 2011
Schreyer Honors College, B.S. Finance, 3.89
Reverence Capital Partners July 2014 - Present
Scout Capital Management, L.L.C. June 2013 - August 2013
General Atlantic August 2010 - June 2012
Citadel Securities July 2009 - July 2010
Morgan Stanley July 2006 - July 2009
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Stanford University 2002 — 2006
Bachelor of Science (B.S.), Management Science and Engineering
Omotenashi Hotels by Plan Do See, Inc May 2014 - Present
ARHospitality Capital April 2013 - Present
Aberdeen Realty Holdings Ltd. August 2011 - April 2013
Citadel Securities March 2010 - August 2011
Institutional Credit Partners November 2009 - March 2010
Aberdeen Realty Holdings Ltd. April 2008 - October 2009
Credit Suisse March 2006 - April 2008
Sidley Austin September 2004 - November 2006
Squire Sanders March 2002 - October 2004
Transamerica 1998 - 1999
Education
CORNELL UNIVERSITY, SCHOOL OF HOTEL ADMINISTRATION 2014 — 2014
Hotel Real Estate Investment & Asset Management Post Graduate Program
University of California, Hastings College of the Law 1999 — 2001
JD, Intl. Business Transactions
UC Santa Barbara 1992 — 1996
BA, Philosophy
Jefferies & Company August 2011 - Present
Citadel Securities July 2009 - August 2011
Merrill Lynch August 2005 - February 2009
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Equities, Private Equity, Corporate Finance, Fixed Income, Series 7, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Due Diligence, LBO, Securities
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Carnegie Mellon University 2000 — 2003
Bachelor of Science (B.S.), Business Administration
Citadel Securities July 2013 - Present
Knight Capital Group May 2008 - July 2013
Knight Capital Group January 2007 - May 2008
Knight Capital Group December 2005 - January 2007
Skills
Series 7, Series 63, ETFs, Equities, Trading, Fixed Income, Options, Securities, Hedge Funds, Financial Markets, Market Making, Derivatives, Capital Markets, Electronic Trading, Series 24, FINRA, Proprietary Trading
Education
Quinnipiac University 2001 — 2005
Bachelor of Science, Finance
St. Anthony's HS 1997 — 2001
J.P. Morgan Asset Management August 2015 - Present
Fitness Concepts, LLC d/b/a Title Boxing Club Princeton 2012 - Present
Universities and Colleges - Domestic and International 1994 - Present
J.P. Morgan April 2014 - August 2015
Citadel Securities 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2004 - 2006
Ipsos Loyalty 2001 - 2004
Center for Developmental Neuroscience and Developmental Disabilities 1997 - 2001
Skills
Strategy, Leadership, Strategic Planning, Market Research, Management, Team Building, Analytics, Competitive Analysis, Analysis, Marketing, Business Strategy, Financial Analysis, Customer Service, Marketing Strategy, Product Management, Sales Management, Sales, Business Planning, Strategic Partnerships, Business Process..., Start-ups, Project Management, Customer Relations, Recruiting, Talent Management
Education
City University of New York Graduate Center 1994 — 2003
M.A/Ph.D., Psychology, Statistics (Interdisciplinary Concentration: Statistics)
Georgetown University 1986 — 1991
B.A., Psychology, Spanish
Benchmark Solutions April 2012 - March 2013
Citadel Securities 2010 - 2011
Deutsche Bank 2000 - 2010
Skills
OTC Fixed Income Markets, Credit Derivatives, Market Risk Management, Asset Finance, Credit Analysis, Principal Investing, Interest Rate..., Commodities, Risk Management, Financial Modeling, Financial Regulation, Financial Accounting, Fixed Income, Commodity
Education
New York University 2011 — 2013
Graduate Certificate
Duke University 1996 — 2000
B.A.
Citadel Securities July 2011 - Present
Citadel Investment Group June 2010 - August 2010
Allstate Insurance June 2009 - August 2009
Skills
Equities, Options, Quantitative Analytics, Investments, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
LinkedIn 2015 - Present
LinkedIn 2013 - 2014
Sixpoint Partners 2011 - 2013
Citadel Securities 2010 - 2011
Morgan Stanley 2005 - 2009
J.P. Morgan June 2004 - August 2004
Education
Cornell University
Bachelor of Science (BS)
Institute for European Studies (IES), Barcelona Spain
Spanish and Iberian Studies, Business, Communication
Half Hollow Hills High School East
FBR & Co. August 2015 - Present
Township of West Windsor January 2012 - Present
Craig-Hallum Capital Group October 2012 - February 2015
Citadel Securities June 2010 - September 2011
Collins Stewart June 2009 - April 2010
RBC Capital Markets June 2006 - June 2008
Calyon / Credit Lyonnais Securities 1999 - 2005
BT Alex. Brown March 1996 - July 1999
Dean Witter Reynolds January 1992 - March 1996
The Trump Organization January 1990 - October 1991
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Operations Management, Stocks, Equity Capital Markets, Hedge Funds, Long/Short Equity, Stock Picking, US Equities, Equities, Due Diligence
Education
Georgia State University 1992 — 1994
MBA, Strategic Management & Entrepreneurship
Clemson University 1986 — 1989
BS, Finance
Villanova University 1984 — 1986
Finance
Guggenheim Partners February 2012 - Present
Citadel Securities February 2011 - August 2011
Credit Suisse September 2004 - January 2011
Merrill Lynch February 2001 - August 2004
Berkshire Mortgage Finance June 2000 - February 2001
Deustche Bank June 1998 - August 1998
Skills
CMBS, Portfolio Management, Securitization, Loan Origination, Trading, Credit, Capital Markets, Fixed Income, Loans, Hedge Funds, Equities, Investment Banking, Options, Commercial Mortgages, Mortgage Lending, Commercial Real Estate, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Underwriting, Structured Finance, Valuation, Real Estate Economics, Financial Structuring, Mezzanine, Series 7, Series 63, Investments, Private Equity
Education
University of Delaware 1996 — 2000
BBA, Finance
University of Delaware - Lerner College of Business and Economics
Knight Capital Group 2012 - Present
Citadel Securities 2009 - 2011
Citigroup - Salomon Brothers 1996 - 2008
Peterson Consulting July 1991 - January 1996
Skills
Distribution, Trading, Investor Relations, Bonds
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Lehigh University 1987 — 1991
BS, Engineering
Institute for shipboard Education - Semester at Sea 1989 — 1989
Morgan Stanley April 2011 - January 2013
Citadel Securities October 2009 - February 2011
Pipeline Trading August 2009 - October 2009
UBS Investment Bank January 2004 - June 2009
Nasdaq 2002 - 2004
BNP Paribas January 1998 - June 2001
Cooper Neff Technologies October 1994 - December 1997
Skills
Financial Modeling, Trading Systems, Equities, Derivatives, Options, Equity Derivatives, Market Data, C++, Fixed Income, Strategy, Financial Risk, Risk Management, Electronic Trading, Market Risk, Low Latency, Quantitative Finance, Trading, Capital Markets, Investment Banking, Hedge Funds, Financial Services, Financial Markets, Valuation, Portfolio Management
Education
University of Chicago 2004 — 2007
MSFM, Financial Mathematics
Villanova University 1997 — 1999
MSCS, Computer Science
Villanova University 1990 — 1994
MSME, Mechanical Engineering
B. M. S. College of Engineering 1984 — 1989
BS, Mechanical Engineering
Vijaya High School 1981 — 1982
High School
Macquarie Group September 2014 - Present
Chapdelaine Credit Partners July 2012 - July 2014
Citadel Securities October 2010 - December 2011
Morgan Stanley July 2010 - October 2010
Christopher Street Capital June 2009 - July 2010
GFI Group June 2008 - July 2009
Skills
Fixed Income, Sales, Series 7, Series 63, Capital Markets, Spanish-speaking, French, Investments, Securities, Financial Analysis, Bloomgerg, Middle Market, Municipal Bonds, Emerging Markets, Equities, Trading Systems, Bonds, Credit, High Yield, Bloomberg Terminal, Trading, Hedge Funds, Equity Research
Education
University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Economics
The Hackley School 1991 — 2004
High School Diploma
Sterne Agee CRT May 2014 - Present
Monness, Crespi, Hardt & Co., Inc. January 2012 - May 2014
Citadel Securities November 2010 - August 2011
Collins Stewart July 2009 - March 2011
Bank of America June 2008 - June 2009
Jefferies & Company June 2006 - January 2008
Bear Stearns 2000 - 2006
Skills
Equity Research, Equities, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Fixed Income, Investment Banking, Bloomberg, Asset Managment, Series 7, Alternative Investments, Private Equity, Asset Management
Education
Indiana University Bloomington 1998 — 2000
MBA, Finance
Rockhurst University 1993 — 1996
BSBA, Finance/Economics
Diadeis GSG June 2015 - Present
Autonomy Capital May 2013 - March 2015
Style.com/Print September 2011 - October 2014
Citadel Securities November 2009 - August 2011
Credit Suisse October 2006 - October 2009
Portico Publications December 2005 - October 2006
CIBC World Markets June 2001 - September 2005
Microsoft November 1999 - January 2001
Dennis Publishing May 1997 - December 2000
Dennis Publishing July 1994 - September 1997
Skills
Publishing, Editorial, Content Management, Creative Writing, Editing, InDesign, Publications, Advertising, Magazines, Photoshop, CMS, Video Production, Creative Direction, QuarkXPress, HTML, New Media, Email Marketing, Copy Editing, Copywriting, Illustrator, Writing, Digital Media, Dreamweaver
Education
New School University 2003 — 2005
MFA, Creative writing
New College of Florida 1986 — 1990
BA, International Literature, Creative Writing
Santa Clara University September 2013 - Present
Growth Capital Services, member FINRA, SIPC August 2013 - August 2014
KMT orgnaziation August 2011 - June 2012
Surveyor Capital January 2011 - May 2011
Citadel Securities September 2010 - January 2011
Tata Consultancy Services June 2008 - March 2009
Jefferies & Company June 2007 - April 2008
Promethean Investments LLP June 2006 - May 2007
Skills
Equities, Market Research, Bloomberg, Equity Research, Banking, Trading, Capital Markets, Business Analysis, Financial Modeling, CRM, Financial Services, Portfolio Management, Due Diligence, Securities, Investment Banking, Valuation, Cross-functional Team..., Finance, Management, Microsoft Excel, Microsoft Office, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Finance
Hunter College 2002 — 2006
Bachelor of Science (B.S.), Economics and Political Science
Morgan Stanley July 2010 - Present
Citadel Securities June 2009 - July 2010
Kirkland & Ellis LLP December 2003 - June 2009
Skills
Private Equity, Hedge Funds, Debt Restructuring, Investment Banking, Restructuring, Bankruptcy, Mergers, Securities, Leveraged Finance, Special Situations, Corporate Finance, Commercial Litigation
Education
UCLA School of Law 1996 — 1999
Doctor of Law (J.D.), Certificate in Business Law
Duke University 1992 — 1996
A.B., Economics & History
Citadel Securities November 2009 - Present
Goldman Sachs January 2007 - January 2009
Skills
Hedge Funds, Electronic Trading, Series 7, Equity Derivatives, Equities, Derivatives, Trading, Bloomberg, Capital Markets, Equity Trading, Financial Markets
Education
Hofstra University
Evercore ISI 2011 - Present
Citadel Securities 2010 - 2011
Collins Stewart 2009 - 2010
Prospect Capital Management 2007 - 2008
RBC Capital Markets 2004 - 2007
Skills
Equity Research, Private Equity, Credit Analysis, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Real Estate, Hotels, Casino, Investment Management, Investment Banking, Equities, Investments, Bloomberg, Capital Markets
Education
Middlebury College 2000 — 2004
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2003
Business Bridge Program
University of Paris I: Panthéon-Sorbonne 2002 — 2003
Economics
Greater Atlanta Christian School 1997 — 2000
Continuum Investment Management August 2012 - September 2015
Citadel Investment Group October 2005 - September 2011
Citadel Securities 2010 - 2011
Morgan Stanley 1996 - 2005
Skills
Management, Financial Services, Leadership, Analytics, Electronic Trading, Derivatives, Market Data, Equities, Trading, Investment Banking, Sybase, Equity Derivatives, Credit Derivatives, Hedge Funds, Options, Capital Markets, Quantitative Finance, Bloomberg, Low Latency, Interest Rate...
Education
Columbia University in the City of New York 1992 — 1996
Bachelor’s Degree, Computer Science
Citadel Securities September 2011 - Present
Knight Equity Markets 2000 - 2011
Ernst and Young 1998 - 2000
Bain & Company 1994 - 1998
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA
The University of Western Ontario 1985 — 1989
BA, Honors Business Administration
Guggenheim Securities January 2012 - Present
Citadel Securities 2011 - Present
ED&F Man 2015 - 2015
Royal Bank of Scotland July 2008 - January 2011
Citi May 2007 - August 2007
Education
Cornell University 2004 — 2008
BS, Applied Economics and Management
Tradeweb June 2015 - Present
JPMorgan Chase June 2011 - June 2015
Citadel Securities December 2008 - March 2011
Lionhart USA, LLC February 2007 - July 2008
SBC O'Connor / UBS Investment Bank March 1994 - June 2003
Skills
FX Options, Derivatives, Trading, Market Making, Quantitative Analytics
Education
Massachusetts Institute of Technology 1990 — 1993
BS, Architecture
Citadel Securities July 2007 - Present
LaSalle Capital 2005 - 2007
E-TRADE FINANCIAL 2000 - 2005
Dempsey & Co. LLC 1998 - 2001
TD Waterhouse 1996 - 1997
Education
Southern Illinois University, Carbondale 1990 — 1994
REDI Global Technologies December 2013 - Present
Credit Suisse August 2011 - November 2013
Citadel Securities September 2010 - August 2011
Lab49 June 2009 - September 2010
Enablus May 2009 - June 2009
Aflac October 2008 - May 2009
Countrywide / Bank of America November 2007 - September 2008
Countrywide Financials February 2005 - September 2008
HCL Technologies November 2003 - January 2005
Continuum Technologies Ltd 2002 - 2003
Skills
.NET, Investment Banking, SOA, C#, Agile Methodologies, Distributed Systems, WPF, Web Services, Design Patterns, Architecture, Java, WCF, Options, Options Strategies, Option Pricing Models, Variance Swaps, Volatility Arbitrage, Volatility, Powershell, Microsoft SQL Server, Fixed Income, Software Development, Trading Systems, Architectures, Derivatives, Software Project...
Education
University of Mumbai 2005 — 2007
Masters In Information Management, Information Technology
University of Mumbai 1999 — 2002
B.E in Information Technology, Information Technology
Citadel Securities June 2013 - Present
Citadel Securities July 2005 - June 2013
Citadel Derivatives Group Europe December 2008 - July 2009
FISERV Securities February 2002 - July 2005
Vanguard Investment Group August 1998 - June 2001
Skills
Equities, Securities, Finance, Financial Risk, Trading Systems, Electronic Trading, Fixed Income, Financial Markets, Options, Series 7, Equity Research, Derivatives
Education
Depaul University 2010 — 2013
MBA, Business and Strategy
Gettysburg College 1993 — 1997
Bachelor of Arts (B.A.), Classical and Ancient Studies
21st Century Oncology April 2012 - Present
Citadel Securities January 2011 - August 2011
Community Education Centers April 2010 - January 2011
Oppenheimer & Co. July 2008 - March 2010
Piper Jaffray & Co. October 2007 - July 2008
Merrill Lynch August 2005 - September 2007
Antenna Software February 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Forecasting, Analysis, Microsoft Excel, Treasury Management, Corporate Finance, Cash Flow Forecasting, Financial Forecasting, Mergers & Acquisitions, Cash Management, Competitive Analysis, Market Analysis, Equity Valuation, Debt Valuation, Business Strategy, International Finance, Capital Markets, Equity Research, Market Research, Pharmaceuticals, Biotechnology, Generic Pharmaceuticals, Excel Macro Programming, Microsoft Office Macro..., Visual Basic, VBScript, C++, SQL, Java, Finance, Bloomberg, Investments, Strategy, Equities, Management, Strategic Planning, Data Analysis, Budgets
Education
D'Amore-McKim School of Business at Northeastern University
Master of Science (MS), Finance
D'Amore-McKim School of Business at Northeastern University 2012 — 2013
Master of Business Administration (MBA), Finance & International Management
Johns Hopkins School of Advanced International Studies 2015 - Present
U.S. Department of State 2014 - Present
International Monetary Fund 2013 - 2014
Citigroup 2011 - 2013
Columbia University 2010 - 2013
Council on Foreign Relations 2010 - 2013
Citadel Securities 2010 - 2011
Barclays Capital; Lehman Brothers 2006 - 2009
National Bureau of Economic Research 2005 - 2008
Harvard University 2005 - 2007
Skills
Economics, Policy, Macro, Portfolio Management, Econometrics, Macroeconomics, Quantitative Analysis, Energy, Quantitative Analytics, Risk Management, Asset Allocation, Commodity Markets, Energy Policy, Strategic Consulting, Financial Modeling, Economic Research, Emerging Markets, R, International Economics, Quantitative Finance, Time Series Analysis, Stata, Valuation, Statistics, Statistical Modeling, Bloomberg, Microeconomics, Policy Analysis, Monte Carlo Simulation, Quantitative Research, Derivatives, Development Economics, Economic Policy
Education
Harvard University
Ph.D., Economics
Princeton University
A.B., Economics and Finance
Phillips Academy Andover
Bonwick Capital Partners December 2013 - February 2014
Citadel Securities November 2011 - October 2012
Knight Capital Group 2000 - August 2011
Skills
Series 7, Electronic Trading, Equities, Capital Markets, Asset Management, market making, Securities, Fixed Income, Bloomberg, Market Making, Hedge Funds, Series 63, Trading, ETFs, Options, Trading Strategies, Financial Markets, FINRA, Series 24, Equity Trading, Proprietary Trading
Education
Ithaca College 1995 — 1999
Professional Beard Growing
Wells Fargo Securities August 2012 - Present
Wells Fargo Securities September 2011 - July 2012
Citadel Securities November 2010 - September 2011
Elm Tree Partners LLC June 2008 - June 2010
Skills
Investment Banking, Corporate Finance, Bloomberg, Mergers, Valuation, Equities, Financial Modeling, Private Equity, Financial Analysis, Mergers & Acquisitions
Education
The University of Texas at Austin 2002 — 2006
UBS Investment Bank 2013 - Present
Ocean Lawn Enterprises 2011 - Present
Citadel Securities 2010 - 2011
CITIC Securities International Partners 2008 - 2010
Bear, Stearns & Co. Inc. 1994 - 2008
Prudential Securities 1985 - 1994
Brown Brothers Harriman 1982 - 1984
Skills
investment ba, leveraged fin, Risk Management, Equities, Fixed Income, Due Diligence, Financial Analysis, Leveraged Finance, Corporate Finance, Securities, Investments, Credit, Investment Management, Banking, Hedge Funds, Series 7, Financial Services, Capital Markets, Financial Modeling, Private Equity, Valuation, Business Valuation, Investment Advisory, Venture Capital, Financial Structuring, Finance, Credit Analysis, Strategy, Restructuring, Emerging Markets, Alternative Investments
Education
Brown University
ScB
Columbia University - Columbia Business School
MBA
Irvington High School
KGS-Alpha Capital Markets, L.P. November 2014 - Present
Pierpont Securities March 2013 - November 2014
Cortview Capital Holdings Inc November 2011 - March 2013
Citadel Securities May 2010 - October 2011
ICP Capital August 2009 - May 2010
NewOak Capital LLC September 2008 - August 2009
Morgan Stanley June 2003 - June 2008
Tigris Consulting 2002 - 2002
Education
Carnegie Mellon University 1999 — 2002
BS, Information Systems/Business Admin Double Major
LHS
Sterne Agee October 2011 - Present
Citadel Securities March 2011 - September 2011
Chapdelaine Credit Partners October 2009 - March 2011
Concept Capital February 2009 - September 2009
Credit Suisse Securities (USA) LLC October 2000 - January 2008
Donaldson, Lufkin & Jenrette June 1995 - October 2000
AXA Advisors 1990 - 1995
New York Life Insurance June 1987 - January 1990
Education
State University of New York College at Oneonta 1984 — 1987
BS, Bisiness Economics/Accounting
SunTrust Robinson Humphrey July 2013 - Present
The Donjon Group January 2013 - Present
Citadel Securities August 2010 - January 2013
Cowen and Company July 2007 - August 2010
Lazard Ltd April 2005 - May 2007
Lehman Brothers 2000 - 2005
Skills
Alternative Investments, Capital Markets, Equities, Equity Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Management, Private Equity, Private Placements, Series 7, Valuation
Education
St. Lawrence University 1988 — 1992
BA, History
Citi 2012 - Present
Citadel Securities 2010 - 2012
Barclays Capital 2008 - 2010
Lehman Brothers 2006 - 2008
Fidelity Capital Markets 2005 - 2006
Skills
Electronic Trading, Equities, Derivatives, Equity Trading, Equity Derivatives, Capital Markets, Bloomberg, Options, Trading Systems, Structured Products, Trading, Hedge Funds, Financial Markets
Education
Massachusetts Institute of Technology 2001 — 2005
BS, Management Science, Economics minor
Mizuho Securities USA Inc. February 2014 - Present
CRT Capital Group September 2011 - April 2013
Citadel Securities May 2011 - September 2011
BTIG August 2010 - May 2011
Finacorp Securities March 2009 - June 2010
Goldman Sachs April 2004 - November 2008
GMAC-RFC November 2002 - April 2004
Bloomberg March 2001 - November 2002
Donaldson, Lufkin & Jenrette April 1999 - October 2000
Morgan Stanley October 1996 - March 1999
Skills
Relationship Management, MBS, Investor Relations, Electronic Trading, Sales, Financial Services, Series 24, Corporate Finance, Institutional..., Mortgage Lending, Equities, Financial Institutions, Interest Rate..., Commercial Banking, Securitization, Options, Asset Management, Alternative Investments
Education
State University of New York at Albany
B.A.
Cantor Fitzgerald November 2011 - Present
Citadel Securities June 2011 - September 2011
Piper Jaffray 2008 - June 2011
Bear Stearns 2007 - 2008
UBS 2001 - 2007
Prudential Securities 1987 - 2000
Skills
Bonds, Credit, Capital Markets, Project Finance, Hedge Funds, Fixed Income, Derivatives, Credit Analysis, Investments, Trading, Structured Finance, Equities, Investment Banking, Portfolio Management
Education
Dartmouth College 1983 — 1987
BA, Computer Science
Lawrenceville School 1981 — 1983
High School
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - April 2013
Citadel Securities 2010 - 2011
ICP Capital April 2009 - March 2010
Banc of America Securities April 2003 - January 2009
Morgan Stanley October 1987 - April 2003
Skills
Capital Markets, MBS, Management, Equities, Bloomberg, Series 7, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Finance, Investment Banking, Asset Management, Valuation, Financial Modeling
Education
Hofstra University 1977 — 1979
MBA, Management
Oppenheimer & Co. June 2013 - Present
Citadel Securities January 2012 - March 2013
Citadel Securities October 2011 - January 2012
Citadel Securities September 2009 - October 2011
Goldman Sachs 2008 - 2008
Education
Rutgers University-New Brunswick 2005 — 2009
B.S., Accounting
Citadel Securities February 2011 - September 2011
Chapdelaine Credit Partners June 2009 - January 2011
Barclays Capital 2008 - 2009
Lehman Brothers 2000 - 2009
Chase Asset Managment 1998 - 2000
Schroder Capital Management September 1995 - September 1998
Skills
Valuation, Hedge Funds, Bonds, Equities, Alternative Investments, Investment Banking, Fixed Income, Investments, Derivatives, Management, CDS, High Yield, Bloomberg, Structured Products, Capital Markets, Credit Derivatives
Education
Rutgers University-New Brunswick 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1987 — 1991
BS, Economics
LearnVest, Inc. March 2014 - Present
ACQ Capital October 2011 - January 2014
Citadel Securities July 2010 - October 2011
Omnium LLC (formerly Citadel Solutions) August 2007 - October 2009
Skills
Data Analytics, Growth Marketing, User Acquisition, Bloomberg, Hedge Funds, Fixed Income, Equities, Trading, Statistical Data..., Derivatives, Financial Modeling, Capital Markets, Valuation, Investment Banking, Options, Investments, Equity Research, Portfolio Management, Private Equity, Asset Managment, Financial Analysis, Electronic Trading, SQL, VBA
Education
Northwestern University 2006 — 2010
BA, Mathematical Methods in the Social Sciences, Economics (Double Major)
Northwestern University - Kellogg School of Management 2009 — 2010
Certificate for Undergraduates, Financial Economics
Wells Fargo Securities August 2011 - Present
Citadel Securities 2010 - August 2011
Citigroup 1999 - 2009
J.P. Morgan 1997 - 1999
Bain & Company 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Sandler O'Neill 2011 - Present
Citadel Securities 2010 - 2011
ICP Capital 2008 - 2010
Goldman Sachs 2000 - 2008
Skills
Valuation, Investment Banking, Investments, Capital Markets, Alternative Investments
Education
James Madison University 1996 — 2000
BBA, Finance
Prospect Capital March 2013 - Present
Solaia Capital Advisors LLC May 2011 - March 2013
Citadel Securities December 2009 - May 2011
Rothschild June 2008 - December 2009
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration
Morgan Stanley Wealth Management December 2013 - Present
RBC Capital Markets November 2011 - July 2012
citadel securities February 2010 - May 2011
Barclays Capital September 2008 - February 2010
Lehman Brothers February 2005 - September 2008
Morgan Stanley 1984 - 2005
Skills
Equity Derivatives, Hedge Funds, Wealth Management, Bonds, Trading, Portfolio Management, Options, Equities, Electronic Trading, Derivatives, Structured Finance, Strategy, Finance, Investments, Swaps
Education
Binghamton University 1978 — 1982
BS, Accounting
Centerview Partners February 2014 - Present
J.P. Morgan August 2011 - February 2014
Citadel Securities July 2010 - August 2011
Bear Stearns July 2007 - June 2008
Education
Georgetown University 2003 — 2007
BSBA, Finance & Accounting
Minit Medical Urgent Care March 2015 - Present
Citadel Securities July 2012 - April 2014
Etrade November 2002 - July 2012
GMST World trading August 2001 - November 2002
Raymond James Financial Inc. June 1996 - August 2001
Skills
Bloomberg, Electronic Trading, Equities, Equity Trading, Financial Markets, Investment Advisory, Options, Securities, Series 63, Series 7, Trading, Trading Systems
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.)
ISI Group September 2011 - Present
Citadel Securities June 2010 - August 2011
Barclays Capital/Lehman Brothers May 2003 - June 2010
Morgan Stanley June 2000 - April 2003
Education
Clark University 1988 — 1992
BS, Economics
Wells Fargo August 2011 - Present
Citadel Securities April 2009 - August 2011
Merrill Lynch January 1997 - January 2009
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Banking, Valuation, Fixed Income, Corporate Finance, Financial Modeling, Hedge Funds, LBO, Alternative Investments, Bloomberg
Education
Northwestern University 1981 — 1983
MBA, Finance, International Studies
Colorado College
BA, Political Science/Economics
Head of Credit Trading June 2014 - Present
Jefferies & Company April 2011 - May 2014
Citadel Securities September 2009 - December 2010
Citigroup August 2007 - September 2009
Barclays Capital 2005 - May 2007
Barclays Capital 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Colgate University 1996 — 2000
BS, Mathematics
Citadel Securities September 2009 - August 2011
Advent Capital Management November 2007 - December 2008
Merrill Lynch May 1994 - February 2007
Aubrey G Lanston & Co. April 1987 - April 1994
Deloitte September 1984 - April 1987
Skills
Equities, Securities, Investment Banking, Asset Management, Bloomberg
Education
New York University 1990 — 1992
MBA, Finance
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
AEA Investors LP May 2010 - Present
Citadel Securities June 2009 - May 2010
Goldman Sachs June 2007 - June 2009
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance