Commerce One Financial
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Commerce One Financial Employees
Employee
Years
Job
Industry
Andrew Seefried Andrew Seefried's Commerce One Financial Experience June 2007 - August 2007
Job Private Client Investment Associate at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. December 2013 - Present
HSBC December 2012 - December 2013
First Republic Bank January 2010 - October 2011
JPMorgan Chase N.A. October 2007 - January 2010
Commerce One Financial June 2007 - August 2007
Quicken Loans May 2006 - August 2006
Port Huron Flags May 2005 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, Finance
Northwood University 2003 — 2007
BBA, Banking & Finance
Port Huron Northern High School 2000 — 2003
JPMorgan Chase Bank N.A. December 2013 - Present
HSBC December 2012 - December 2013
First Republic Bank January 2010 - October 2011
JPMorgan Chase N.A. October 2007 - January 2010
Commerce One Financial June 2007 - August 2007
Quicken Loans May 2006 - August 2006
Port Huron Flags May 2005 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, Finance
Northwood University 2003 — 2007
BBA, Banking & Finance
Port Huron Northern High School 2000 — 2003
Jonathan Lohr Jonathan Lohr's Commerce One Financial Experience July 2006 - August 2006
Job Controller
Industry Insurance
Experience
Universal Financial Consulting Group, LLC October 2014 - Present
Associated Mutual / MEBS August 2013 - Present
Michigan Employee Benefit Services (MEBS) September 2011 - August 2013
Michigan Employee Benefit Services (MEBS) May 2008 - September 2011
Stifel, Nicolaus September 2006 - February 2007
Commerce One Financial July 2006 - August 2006
Education
Grand Valley State University
Bachelor of Business Administration (BBA), Finance & Economics
Universal Financial Consulting Group, LLC October 2014 - Present
Associated Mutual / MEBS August 2013 - Present
Michigan Employee Benefit Services (MEBS) September 2011 - August 2013
Michigan Employee Benefit Services (MEBS) May 2008 - September 2011
Stifel, Nicolaus September 2006 - February 2007
Commerce One Financial July 2006 - August 2006
Education
Grand Valley State University
Bachelor of Business Administration (BBA), Finance & Economics
Chet Farnum Chet Farnum's Commerce One Financial Experience October 2009 - February 2010
Job Associate Director Trading Compliance at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management June 2014 - Present
Wells Fargo February 2012 - May 2014
Wells Fargo August 2011 - January 2012
TIAA-CREF September 2010 - July 2011
Commerce One Financial October 2009 - February 2010
Northern Lights May 2007 - August 2009
Student Managed Investment Fund August 2008 - May 2009
Skills
Investments, Bloomberg, Retirement Planning, Series 7, Asset Managment, Mutual Funds, Strategic Financial..., Financial Analysis, Valuation, Equities, Portfolio Management, Securities, Fixed Income, Hedge Funds
Education
Wake Forest University Graduate School 2015 — 2017
Master of Business Administration (MBA)
Alfred University 2005 — 2009
Bachelors, Finance
Babson Capital Management June 2014 - Present
Wells Fargo February 2012 - May 2014
Wells Fargo August 2011 - January 2012
TIAA-CREF September 2010 - July 2011
Commerce One Financial October 2009 - February 2010
Northern Lights May 2007 - August 2009
Student Managed Investment Fund August 2008 - May 2009
Skills
Investments, Bloomberg, Retirement Planning, Series 7, Asset Managment, Mutual Funds, Strategic Financial..., Financial Analysis, Valuation, Equities, Portfolio Management, Securities, Fixed Income, Hedge Funds
Education
Wake Forest University Graduate School 2015 — 2017
Master of Business Administration (MBA)
Alfred University 2005 — 2009
Bachelors, Finance
Ben Dean Ben Dean's Commerce One Financial Experience June 2005 - February 2006
Job Sr. Director of Operations
Industry Internet
Experience
Gilt Groupe June 2009 - Present
Gilt Groupe June 2009 - Present
Steve & Barry's February 2006 - March 2009
Commerce One Financial June 2005 - February 2006
Skills
Inventory Management, E-commerce, Retail, Operations Management, Microsoft Excel, Inventory Control, Merchandising, Management, Logistics, Supply Chain, Supply Chain Management, Warehousing, Distribution Center...
Education
University of California, Santa Barbara 2002 — 2005
Bachelor of Arts (BA), Business/Managerial Economics
Gilt Groupe June 2009 - Present
Gilt Groupe June 2009 - Present
Steve & Barry's February 2006 - March 2009
Commerce One Financial June 2005 - February 2006
Skills
Inventory Management, E-commerce, Retail, Operations Management, Microsoft Excel, Inventory Control, Merchandising, Management, Logistics, Supply Chain, Supply Chain Management, Warehousing, Distribution Center...
Education
University of California, Santa Barbara 2002 — 2005
Bachelor of Arts (BA), Business/Managerial Economics
Gregory Oates Gregory Oates's Commerce One Financial Experience June 2007 - September 2007
Job Assistant Vice President, Business Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management March 2009 - August 2015
Merrill Lynch May 2008 - March 2009
Commerce One Financial June 2007 - September 2007
Skills
Investments, Investment Strategies, Series 7, Series 63, Asset Allocation, Wealth Management, Finance, Series 65, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Asset Managment, Fixed Income, Microsoft Excel, Risk Management, Financial Reporting, Operations Management, Supervisory Skills, General Securities...
Education
University of Arizona 2003 — 2007
Bachelor of Science, Finance & Entrepreneurship
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management March 2009 - August 2015
Merrill Lynch May 2008 - March 2009
Commerce One Financial June 2007 - September 2007
Skills
Investments, Investment Strategies, Series 7, Series 63, Asset Allocation, Wealth Management, Finance, Series 65, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Asset Managment, Fixed Income, Microsoft Excel, Risk Management, Financial Reporting, Operations Management, Supervisory Skills, General Securities...
Education
University of Arizona 2003 — 2007
Bachelor of Science, Finance & Entrepreneurship
Christopher Benchik Christopher Benchik's Commerce One Financial Experience May 2009 - August 2009
Job Vice President Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. March 2011 - Present
JPMorgan Chase September 2009 - March 2011
Commerce One Financial May 2009 - August 2009
First Investors Corporation January 2008 - May 2008
Adam+Eve October 2007 - January 2008
CIT June 2007 - October 2007
cambridge life agency inc January 2005 - September 2005
Education
Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase Bank N.A. March 2011 - Present
JPMorgan Chase September 2009 - March 2011
Commerce One Financial May 2009 - August 2009
First Investors Corporation January 2008 - May 2008
Adam+Eve October 2007 - January 2008
CIT June 2007 - October 2007
cambridge life agency inc January 2005 - September 2005
Education
Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Finance
James Goody James Goody's Commerce One Financial Experience 2004 - 2004
Job Vice President Healthcare Banking Coverage Group
Industry Investment Banking
Experience
Associated Bank September 2012 - Present
The Bank of Nova Scotia 2008 - 2012
The Bank of Nova Scotia 2008 - 2008
Merrill Lynch 2005 - 2007
Fidelity Investments September 2004 - November 2005
Commerce One Financial 2004 - 2004
Skills
Financial Planning, Corporate Finance, Investment Banking, Mergers, Investments
Education
Wake Forest University School of Business 2007 — 2009
MBA, Finance
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2004
Bridge Program, Business Administration
North Carolina State University 2000 — 2004
BA, Spanish, Cum Laude
Associated Bank September 2012 - Present
The Bank of Nova Scotia 2008 - 2012
The Bank of Nova Scotia 2008 - 2008
Merrill Lynch 2005 - 2007
Fidelity Investments September 2004 - November 2005
Commerce One Financial 2004 - 2004
Skills
Financial Planning, Corporate Finance, Investment Banking, Mergers, Investments
Education
Wake Forest University School of Business 2007 — 2009
MBA, Finance
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2004
Bridge Program, Business Administration
North Carolina State University 2000 — 2004
BA, Spanish, Cum Laude
Ervin Gega Ervin Gega's Commerce One Financial Experience April 2004 - August 2004
Job Credit Analyst III at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. March 2015 - Present
HSBC Private Bank December 2014 - March 2015
AppNexus January 2013 - October 2014
Municipal Credit Union January 2012 - December 2012
TD Bank September 2004 - January 2012
Commerce One Financial April 2004 - August 2004
National Securities Corp September 2003 - March 2004
Skills
Financial Analysis, Credit Risk, Derivatives, Finance, Financial Modeling, Bloomberg, Valuation, Investments, Investment Banking, Equities, Credit Analysis, Credit, Loans, Portfolio Management, Banking, Mortgage Lending, Consumer Lending, Underwriting, Risk Management, Corporate Finance, Securities, Financial Services, Analysis, Management, Financial Risk, Commercial Banking, Accounting, Retail Banking, Relationship Management, Business Analysis, Due Diligence, Commercial Lending, Trading, Loan Origination, Customer Service, Financial Markets, Mortgage Banking, Project Management, Leadership, Financial Advisory, Sales, Small Business Lending, Strategy, Internal Controls
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance & Investment Analysis
Universiteti i Tiranës 1992 — 1996
Bachelor’s Degree, Business Administration
Santander Bank, N.A. March 2015 - Present
HSBC Private Bank December 2014 - March 2015
AppNexus January 2013 - October 2014
Municipal Credit Union January 2012 - December 2012
TD Bank September 2004 - January 2012
Commerce One Financial April 2004 - August 2004
National Securities Corp September 2003 - March 2004
Skills
Financial Analysis, Credit Risk, Derivatives, Finance, Financial Modeling, Bloomberg, Valuation, Investments, Investment Banking, Equities, Credit Analysis, Credit, Loans, Portfolio Management, Banking, Mortgage Lending, Consumer Lending, Underwriting, Risk Management, Corporate Finance, Securities, Financial Services, Analysis, Management, Financial Risk, Commercial Banking, Accounting, Retail Banking, Relationship Management, Business Analysis, Due Diligence, Commercial Lending, Trading, Loan Origination, Customer Service, Financial Markets, Mortgage Banking, Project Management, Leadership, Financial Advisory, Sales, Small Business Lending, Strategy, Internal Controls
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance & Investment Analysis
Universiteti i Tiranës 1992 — 1996
Bachelor’s Degree, Business Administration
Richard Najdowski Richard Najdowski's Commerce One Financial Experience August 2003 - June 2004
Job Bartender at Flaco's Tacos
Industry Hospitality
Experience
Infield's November 2012 - Present
freelance writer November 2009 - Present
Flaco's Tacos March 2014 - December 2014
42N Latitude August 2013 - May 2014
Numerous August 2011 - September 2012
Summit Achievement January 2008 - June 2011
Orion’s Mind November 2007 - January 2008
American Capital Partners January 2005 - September 2007
Huntington Learning Centers July 2004 - August 2007
Commerce One Financial August 2003 - June 2004
Skills
Cpr Certified, First Aid, Crisis Intervention..., Creative Writing, Visionary Thinking, Yoga, Fitness, Training, Leadership, Cooking, Time Management, Conflict Resolution, flying disc master, Hospitality, Event Management, Social Networking, Fundraising
Education
University of Illinois 1997 — 1999
BA, Psychology
Oakton Community College 1993 — 1996
ABC Bartending School 2012 — 2012
Bartending, mixology, A+
Infield's November 2012 - Present
freelance writer November 2009 - Present
Flaco's Tacos March 2014 - December 2014
42N Latitude August 2013 - May 2014
Numerous August 2011 - September 2012
Summit Achievement January 2008 - June 2011
Orion’s Mind November 2007 - January 2008
American Capital Partners January 2005 - September 2007
Huntington Learning Centers July 2004 - August 2007
Commerce One Financial August 2003 - June 2004
Skills
Cpr Certified, First Aid, Crisis Intervention..., Creative Writing, Visionary Thinking, Yoga, Fitness, Training, Leadership, Cooking, Time Management, Conflict Resolution, flying disc master, Hospitality, Event Management, Social Networking, Fundraising
Education
University of Illinois 1997 — 1999
BA, Psychology
Oakton Community College 1993 — 1996
ABC Bartending School 2012 — 2012
Bartending, mixology, A+
Alexandra Hasing-Stewart Alexandra Hasing-Stewart's Commerce One Financial Experience October 2004 - January 2006
Job Graphic Design
Industry Graphic Design
Experience
Commerce One Financial October 2004 - January 2006
JobExpo.com January 2002 - October 2004
Petracomputing June 2002 - December 2002
Merrill Lynch August 2001 - December 2001
Skills
Social Media, Project Management, Graphic Design, Photoshop, Microsoft Office, Dreamweaver, Marketing, Business Planning
Education
Houston Community College 2000 — 2003
Graphic Design, Graphic Design
Universidad Católica de Santiago de Guayaquil 1995 — 1999
Bachelor of Science, Business
Centro Educativo Nuevo Mundo
Commerce One Financial October 2004 - January 2006
JobExpo.com January 2002 - October 2004
Petracomputing June 2002 - December 2002
Merrill Lynch August 2001 - December 2001
Skills
Social Media, Project Management, Graphic Design, Photoshop, Microsoft Office, Dreamweaver, Marketing, Business Planning
Education
Houston Community College 2000 — 2003
Graphic Design, Graphic Design
Universidad Católica de Santiago de Guayaquil 1995 — 1999
Bachelor of Science, Business
Centro Educativo Nuevo Mundo
Sean Busch, MBA Sean Busch, MBA's Commerce One Financial Experience August 2008 - August 2008
Job Financial Analyst Promotion Execution at Whirlpool Corporation
Industry Accounting
Experience
Whirlpool Corporation April 2015 - Present
Whirlpool Corporation May 2014 - March 2015
Whirlpool Corporation July 2013 - May 2014
Tata Consultancy Services June 2011 - July 2013
Aerotek April 2009 - January 2010
Commerce One Financial August 2008 - August 2008
Skills
Financial Analysis, Microsoft Office, SAP, Microsoft Excel, PowerPoint, Customer Service, Leadership, Microsoft Word, SAP R/3, Teamwork, Process Improvement, Financial Reporting, Accounts Payable, Auditing, Troubleshooting, Time Management, Accounts Receivable, Accounting, Team Leadership, Payroll, Outlook, Forecasting, Financial Accounting
Education
Northwood University - Richard DeVos Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Grand Valley State University 2004 — 2008
BBA, Finance
Whirlpool Corporation April 2015 - Present
Whirlpool Corporation May 2014 - March 2015
Whirlpool Corporation July 2013 - May 2014
Tata Consultancy Services June 2011 - July 2013
Aerotek April 2009 - January 2010
Commerce One Financial August 2008 - August 2008
Skills
Financial Analysis, Microsoft Office, SAP, Microsoft Excel, PowerPoint, Customer Service, Leadership, Microsoft Word, SAP R/3, Teamwork, Process Improvement, Financial Reporting, Accounts Payable, Auditing, Troubleshooting, Time Management, Accounts Receivable, Accounting, Team Leadership, Payroll, Outlook, Forecasting, Financial Accounting
Education
Northwood University - Richard DeVos Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Grand Valley State University 2004 — 2008
BBA, Finance
Gary S. Cheng Gary S. Cheng's Commerce One Financial Experience June 2012 - August 2012
Job Associate at The Dartmouth Company
Industry Real Estate
Experience
HedgeServ June 2015 - Present
The Dartmouth Company June 2013 - May 2015
T.J. & Sons May 2010 - May 2013
Commerce One Financial June 2012 - August 2012
Capstone Partners LLC June 2011 - August 2011
MarketCounsel January 2011 - May 2011
Skills
Financial Modeling, Investment Banking, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
BS, Finance
HedgeServ June 2015 - Present
The Dartmouth Company June 2013 - May 2015
T.J. & Sons May 2010 - May 2013
Commerce One Financial June 2012 - August 2012
Capstone Partners LLC June 2011 - August 2011
MarketCounsel January 2011 - May 2011
Skills
Financial Modeling, Investment Banking, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
BS, Finance
Hiral Udawat's Commerce One Financial Experience September 2005 - February 2007
Job Sr. Business Analyst / Project Manager at Citi
Industry Financial Services
Experience
Citi December 2014 - Present
MetLife April 2013 - September 2014
Merrill Lynch September 2010 - March 2012
Eisai November 2008 - September 2010
Lehman Brothers Bank April 2007 - September 2008
Commerce One Financial September 2005 - February 2007
Skills
Business Analysis, Project Management, SDLC, Analysis, Business Intelligence, Financial Services, IT Strategy, Management, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, SharePoint, Software Project..., Vendor Management, Visio
Education
Rutgers University – Camden 2003 — 2005
MBA, Finance
GLSIIT 2000 — 2002
MIS, Information Systems
Citi December 2014 - Present
MetLife April 2013 - September 2014
Merrill Lynch September 2010 - March 2012
Eisai November 2008 - September 2010
Lehman Brothers Bank April 2007 - September 2008
Commerce One Financial September 2005 - February 2007
Skills
Business Analysis, Project Management, SDLC, Analysis, Business Intelligence, Financial Services, IT Strategy, Management, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, SharePoint, Software Project..., Vendor Management, Visio
Education
Rutgers University – Camden 2003 — 2005
MBA, Finance
GLSIIT 2000 — 2002
MIS, Information Systems
Brendan McKeon's Commerce One Financial Experience May 2008 - November 2008
Job Treasury Associate at Herald National Bank
Industry Banking
Experience
Herald National Bank January 2009 - Present
Herald National Bank January 2009 - Present
Commerce One Financial May 2008 - November 2008
YAI/ National Institute for People with Disabilities June 2007 - January 2008
Skills
Microsoft Office, Series 7, Series 63, Investments, Credit, Portfolio Management, Auditing
Education
Siena College 2004 — 2008
BS, Marketing and Management
Siena College 2004 — 2008
B.S, Marketing and Management
Dublin City University 2007 — 2007
Herald National Bank January 2009 - Present
Herald National Bank January 2009 - Present
Commerce One Financial May 2008 - November 2008
YAI/ National Institute for People with Disabilities June 2007 - January 2008
Skills
Microsoft Office, Series 7, Series 63, Investments, Credit, Portfolio Management, Auditing
Education
Siena College 2004 — 2008
BS, Marketing and Management
Siena College 2004 — 2008
B.S, Marketing and Management
Dublin City University 2007 — 2007
Patrick Finegan's Commerce One Financial Experience August 2009 - January 2010
Job Senior Private Client Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein January 2011 - Present
Commerce One Financial August 2009 - January 2010
Camp Kesem North Carolina August 2006 - August 2009
Hope Global Financial Literacy June 2009 - June 2009
Pappas Ventures June 2008 - August 2008
Quol Opportunities May 2007 - June 2007
Education
University of North Carolina at Chapel Hill 2005 — 2009
Lorenzo D'Medici Institute
University of North Carolina at Chapel Hill
Bachelor of Arts; Bachelor of Arts, Economics; Political Science
AllianceBernstein January 2011 - Present
Commerce One Financial August 2009 - January 2010
Camp Kesem North Carolina August 2006 - August 2009
Hope Global Financial Literacy June 2009 - June 2009
Pappas Ventures June 2008 - August 2008
Quol Opportunities May 2007 - June 2007
Education
University of North Carolina at Chapel Hill 2005 — 2009
Lorenzo D'Medici Institute
University of North Carolina at Chapel Hill
Bachelor of Arts; Bachelor of Arts, Economics; Political Science
Thomas Whitty's Commerce One Financial Experience February 2004 - August 2011
Job Regional Sales Manager Northeast at Liazon
Industry Financial Services
Experience
Liazon December 2013 - Present
Liazon July 2012 - December 2013
Liazon August 2011 - July 2012
Commerce One Financial February 2004 - August 2011
Skills
Employee Benefits, Sales Management, Insurance, Sales, Sales Process, Entrepreneurship, New Business Development, SaaS, Employee Benefits Design, Consultative Sales..., Strategic Partnerships, Business Process..., Team Leadership, Recruiting, Training
Education
Boston University - School of Management 1999 — 2003
Bachelor's Degree, Operations Management
Chaminade High School 1996 — 1999
Liazon December 2013 - Present
Liazon July 2012 - December 2013
Liazon August 2011 - July 2012
Commerce One Financial February 2004 - August 2011
Skills
Employee Benefits, Sales Management, Insurance, Sales, Sales Process, Entrepreneurship, New Business Development, SaaS, Employee Benefits Design, Consultative Sales..., Strategic Partnerships, Business Process..., Team Leadership, Recruiting, Training
Education
Boston University - School of Management 1999 — 2003
Bachelor's Degree, Operations Management
Chaminade High School 1996 — 1999
Greg Zuar's Commerce One Financial Experience September 2009 - September 2010
Job Repo Sales Assistant, July 2013 – present at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley July 2012 - July 2013
T. Rowe Price September 2010 - July 2012
COMMERCE ONE FINANCIAL September 2009 - September 2010
Broadridge June 2008 - August 2008
Skills
CFA Level II Candidate, Series 7, Series 63, Fixed Income, Bloomberg Terminal, Microsoft Excel, Bloomberg, Finance, Financial Services, Financial Analysis, Research, Microsoft Office, Asset Management, PowerPoint, Mutual Funds, Data Analysis, Market Research, Equities, Outlook, Microsoft Word, Social Media, Insurance, Interviews, Public Speaking, Marketing, Access
Education
Saint Joseph's University 2005 — 2009
B.A., Major in Finance; minor in Italian (member italian honors society)
Saint Joseph's University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's degree, Finance, General
Morgan Stanley July 2013 - Present
Morgan Stanley July 2012 - July 2013
T. Rowe Price September 2010 - July 2012
COMMERCE ONE FINANCIAL September 2009 - September 2010
Broadridge June 2008 - August 2008
Skills
CFA Level II Candidate, Series 7, Series 63, Fixed Income, Bloomberg Terminal, Microsoft Excel, Bloomberg, Finance, Financial Services, Financial Analysis, Research, Microsoft Office, Asset Management, PowerPoint, Mutual Funds, Data Analysis, Market Research, Equities, Outlook, Microsoft Word, Social Media, Insurance, Interviews, Public Speaking, Marketing, Access
Education
Saint Joseph's University 2005 — 2009
B.A., Major in Finance; minor in Italian (member italian honors society)
Saint Joseph's University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's degree, Finance, General
Karim Allani, MBA's Commerce One Financial Experience August 2005 - October 2005
Job Senior Project Manager at Allied Telecom
Industry Telecommunications
Experience
Allied Telecom Group September 2013 - Present
iCore Networks December 2012 - September 2013
iCore Networks June 2011 - December 2012
iCore Networks July 2010 - June 2011
Penske Truck Leasing March 2007 - July 2010
Command Force December 2005 - December 2006
Commerce One Financial August 2005 - October 2005
Bank of America February 2005 - August 2005
Old Dominion University September 2002 - December 2004
Education
Old Dominion University - College of Business and Public Administration 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General, 3.4
University of Tunis, College of Business, Tunis, Tunisia 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Allied Telecom Group September 2013 - Present
iCore Networks December 2012 - September 2013
iCore Networks June 2011 - December 2012
iCore Networks July 2010 - June 2011
Penske Truck Leasing March 2007 - July 2010
Command Force December 2005 - December 2006
Commerce One Financial August 2005 - October 2005
Bank of America February 2005 - August 2005
Old Dominion University September 2002 - December 2004
Education
Old Dominion University - College of Business and Public Administration 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General, 3.4
University of Tunis, College of Business, Tunis, Tunisia 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Daniel Brocki's Commerce One Financial Experience 2010 - 2010
Job Account Executive at Intralinks
Industry Financial Services
Experience
Intralinks February 2015 - Present
Paulson Investment Co. June 2014 - February 2015
W. P. Carey Inc. April 2013 - April 2014
BlackRock March 2011 - April 2013
Commerce One Financial 2010 - 2010
Skills
Finance, Financial Modeling, Customer Service, Time Management, Research, PowerPoint, Mutual Funds, Leadership, Microsoft Excel, Microsoft Word, Sales, Teamwork, Analysis, Management, Fixed Income, CRM, Investments, Portfolio Management, Financial Analysis, Equities
Education
Rensselaer Polytechnic Institute 2005 — 2009
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2005 — 2009
B.S.
Intralinks February 2015 - Present
Paulson Investment Co. June 2014 - February 2015
W. P. Carey Inc. April 2013 - April 2014
BlackRock March 2011 - April 2013
Commerce One Financial 2010 - 2010
Skills
Finance, Financial Modeling, Customer Service, Time Management, Research, PowerPoint, Mutual Funds, Leadership, Microsoft Excel, Microsoft Word, Sales, Teamwork, Analysis, Management, Fixed Income, CRM, Investments, Portfolio Management, Financial Analysis, Equities
Education
Rensselaer Polytechnic Institute 2005 — 2009
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2005 — 2009
B.S.
Victor Brocca's Commerce One Financial Experience July 2012 - September 2012
Job Relationship Banker at JpMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
NYCB February 2013 - June 2015
Commerce One Financial July 2012 - September 2012
JPMorganChase March 2010 - July 2012
MetLife June 2009 - December 2009
Skills
Series 7, Portfolio Management, Investments, Financial Modeling, Banking, Mutual Funds, Series 6, Fixed Income, Uniform Combined State..., Valuation, Securities, Strategic Financial..., Retirement Planning, Financial Services, Wealth Management, Financial Analysis, Finance, Retail Banking
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
BBA, Finance
JPMorgan Chase & Co. June 2015 - Present
NYCB February 2013 - June 2015
Commerce One Financial July 2012 - September 2012
JPMorganChase March 2010 - July 2012
MetLife June 2009 - December 2009
Skills
Series 7, Portfolio Management, Investments, Financial Modeling, Banking, Mutual Funds, Series 6, Fixed Income, Uniform Combined State..., Valuation, Securities, Strategic Financial..., Retirement Planning, Financial Services, Wealth Management, Financial Analysis, Finance, Retail Banking
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
BBA, Finance
Joseph Kellerman's Commerce One Financial Experience August 2008 - September 2014
Job Asset Management at Renaissance Capital Management
Industry Financial Services
Experience
Renaissance Capital Management 2014 - Present
Commerce One Financial August 2008 - September 2014
Education
Penn State University 2004 — 2008
Bachelor's Degree, Finance
Renaissance Capital Management 2014 - Present
Commerce One Financial August 2008 - September 2014
Education
Penn State University 2004 — 2008
Bachelor's Degree, Finance