Compass Point Research and Trading LLC
Address: The Foundry Building, 1055 Thomas Jefferson St NW #303, Washington, DC 20007 Phone: (202) 540-7300: Place name: : : Website: : Category: Hours: : : Website: http://www.compasspointllc.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.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 Compass Point Research & Trading, LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Compass Point Research and Trading LLC Employees
JMP Securities LLC July 2015 - Present
Joseph R. Zontek Scholarship Foundation May 2009 - Present
Compass Point Research and Trading LLC May 2014 - August 2014
Mylan May 2013 - May 2014
Skills
Financial Accounting, Finance, Microsoft Office, Innovation, Adaptability, Perseverance, Intellectual, Ingenuity, Intuition, Solution Focused, Teamwork, Team Leadership, Leadership, Business Intelligence, Business Analysis, Writing, Learning Quickly, Microsoft Excel, Business Strategy, Management, Budgets, Mergers & Acquisitions, Analysis, Valuation, Change Management, Investments, Accounting
Education
Claremont McKenna College 2014 — 2015
Master's Degree, Finance, 3.7/4.0
West Virginia University 2012 — 2014
Bachelor of Science in Business Administration, Finance, General, 3.3/4.0
Saint Louis University 2006 — 2010
Pre-Medicine/Pre-Medical Studies, Biology
First Guaranty Mortgage Corporation® April 2015 - Present
NEAT Method February 2013 - Present
NVR, Inc. October 2009 - 2012
Compass Point Research and Trading LLC February 2011 - November 2011
Vocus May 2009 - October 2009
Corporate Executive Board June 2008 - April 2009
Lifetime Television June 2007 - August 2007
Skills
Salesforce.com, Lead Generation, Cold Calling, Account Management, Sales, Sales Process, New Business Development, Marketing, Direct Sales, Business Development, Sales Management, Marketing Strategy, Market Research, Strategic Planning, Social Media Marketing, Social Media, CRM, Customer Service, Sales Presentations, Financial Services, Microsoft Excel
Education
James Madison University 2004 — 2008
BBA, Marketing
Compass Point Research and Trading LLC June 2009 - December 2009
AMERICAN MUNICIPAL SECURITIES January 2008 - August 2008
Seagate Technology July 2002 - October 2007
MICRO INTEGRATED SYSTEMS, INC June 1997 - July 1998
LOUIS J May 1990 - January 1996
Education
The George Washington University - School of Business 2008 — 2010
MBA candidate, Finance and Investing
SCHOOL OF THE ART INSTITUTE OF CHICAGO
Bachelor of Fine Arts, Visual Communication
GEORGE WASHINGTON UNIVERSITY
Master of Business Administration, Finance and Investments
Mount Vernon Fellow
Compass Point Research and Trading LLC June 2011 - Present
First Albany Capital March 2001 - June 2007
Robertson Stephens March 1994 - October 2000
Skills
Institutional Sales..., Capital Markets, Sales, Trading, Equities, Management, Investment Banking, Investments, Hedge Funds, Bloomberg, Financial Markets, Equity Research, Hedging
Education
Southern Methodist University 1986 — 1987
Master of Business Administration (MBA), Finance
Vanderbilt University 1980 — 1984
BS, Electrical Engineering
Compass Point Research and Trading LLC February 2009 - June 2013
UBS Wealth Management July 2007 - January 2009
Friedman, Billings, Ramsey November 2002 - July 2007
Skills
Equities
Education
Emory University 1998 — 2002
Trinity Preparatory School 1992 — 1998
Credit Suisse July 2014 - Present
Compass Point Research and Trading LLC January 2014 - May 2014
Credit Suisse June 2013 - August 2013
Knight Capital Group May 2012 - June 2012
Education
Georgetown University - The McDonough School of Business 2010 — 2014
B.S. in Business Administration, Majors: Finance, International Business Minor: Psychology, Magna Cum Laude
Oxford University 2012 — 2012
Undergraduate Business Program in Comparative Strategic Management
Meetyl Inc. September 2012 - Present
Continuware Corporation August 2014 - February 2015
Orinda Asset Management March 2011 - September 2011
Compass Point Research and Trading LLC November 2009 - May 2010
FBR Capital Markets August 2005 - September 2009
Legg Mason June 2004 - August 2004
Morgan Stanley Wealth Management (Formerly Smith Barney) June 2003 - August 2003
Skills
Series 7, Capital Markets, Investments, Hedge Funds, Long/Short Equity, Start-ups, Sales, Financial Analysis, Accounting, Institutional Equity..., Marketing Strategy, User Interface Design, Alternative Investments, Equity Research, Equities, Series 63, Mutual Funds, Institutional..., Equity Trading, Financial Advisory, Asset Management, Investor Relations, Bloomberg, Securities, FINRA, Investment Management, Equity Valuation, Portfolio Management, Fixed Income, Valuation, Asset Allocation, Investment Strategies, Financial Markets, ETFs, Trading
Education
University of Maryland College Park 2001 — 2005
Finance
Copenhagen Business School 2003 — 2003
International Business, Finance
Towson High School 1997 — 2001
The Coca-Cola Company October 2014 - Present
Woodberry Forest School July 2012 - July 2014
Compass Point Research and Trading LLC June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Research, Fundraising, Data Analysis, Marketing, Social Networking, Financial Analysis, Editing, Customer Service, Sales, Leadership, Social Media Marketing
Education
Georgetown University
Master of Professional Studies, Sports Industry Management, 1st year
University of Virginia 2008 — 2012
Woodberry Forest School 2004 — 2008
Samara Language Institute
Compass Point Research and Trading LLC August 2014 - Present
Compass Point Research and Trading May 2012 - August 2014
Wells Fargo July 2011 - March 2012
Morgan Stanley Smith Barney January 2011 - May 2011
UBS September 2010 - December 2010
Skills
Strategic Financial..., Equities, Asset Allocation, Securities, Microsoft Excel, Accounting, Mutual Funds, Bloomberg, Finance, Investments, Financial Advisory, Retirement, Wealth Management, Bonds, CRM, Financial Modeling, Capital Markets, Valuation, Equity Research, Auditing, PowerPoint, Series 7
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, Economics
Florence University of the Arts 2009 — 2009
Credit Suisse June 2015 - August 2015
Compass Point Research and Trading LLC January 2015 - May 2015
Alan Stone & Company May 2014 - September 2014
Sanli Pastore & Hill, Inc. June 2013 - August 2013
Man Realty Investment Group May 2012 - June 2012
Skills
Equity Research, Valuation, Economics, Research, Online Marketing, Public Speaking, Financial Markets, Financial Modeling, Investment Banking, Bloomberg, Equity Valuation, Equities, Financial Analysis, Business Valuation
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, 3.74 / 4.00
UC Santa Barbara 2012 — 2013
Bachelor of Arts (B.A.), Economics and Accounting, 3.86 / 4.00
Mark Keppel High School 2008 — 2012
High School Diploma, 4.12
VogelHood Research March 2014 - Present
Compass Point Research and Trading LLC April 2012 - March 2014
Sterne Agee February 2006 - February 2012
Fox-Pitt, Kelton December 1989 - June 2004
Skills
Sales and Trading, Investment Research, Hedge Funds, Private Equity, Institutional Sales, Mutual Funds, Pension Funds, Asset Management, Mergers & Acquisitions, Investments
Education
Moravian College 1980 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Compass Point Research and Trading LLC August 2013 - Present
Bloomberg March 2012 - July 2013
Skills
Portfolio Management, Bloomberg, Research, Equities, Analytics, Sales, Risk Management, Series 7, Series 63
Education
Georgetown University 2007 — 2011
Bachelor of Business Administration
DME February 2014 - March 2014
Gifford Financial, LLC July 2009 - January 2014
Compass Point Research and Trading LLC December 2009 - December 2010
RidgeWorth Capital Management January 2005 - June 2009
Harrington Insurance Agency September 2002 - December 2004
Morgan Stanley January 1996 - September 2002
Skills
Finance, Investments, Sales, Securities, Selling, Mutual Funds, Financial Planners, Insurance, Portfolio Management, Fixed Annuities, Retirement Planning, Leadership, Banking, Series 7, Series 63, Marketing Strategy, SaaS, PURLs, Web Marketing, Direct Mail, Digital Printing
Education
University of Mississippi 1991 — 1995
Bachelor of Science, Business Administration; Marketing; Finance and Accounting
University of Mississippi - School of Business Administration 1991 — 1995
Bachelors of Business Administration, Marketing
Oglethorpe University 2006 — 2008
Financial Planning, Finance, General
SPARKS Training 2005 — 2008
Accredited Retirement Plan Consultant, Retirement Planning
The Baylor School 1989 — 1991
General
Compass Point Research and Trading LLC February 2011 - Present
FBR Capital Markets June 2006 - April 2011
Skills
Equity Research, Investment Banking, Financial Modeling, Equity Valuation, Alternative Investments
Education
Saint Joseph's University 2002 — 2006
Bachelor's, Finance, Economics
georgetown prep
TIAA-CREF February 2013 - Present
Summer Street Research Partners October 2012 - February 2013
Compass Point Research and Trading, LLC January 2008 - October 2012
Gridpoint May 2005 - January 2008
Xchange, Inc 1997 - 2001
Perspective Technology Corporation March 1995 - June 1997
Cap Gemini Ernst & Young 1994 - 1995
Education
The George Washington University - School of Business 2007 — 2009
San Diego State University-California State University 1987 — 1991
BS, Business
Compass Point Research and Trading LLC May 2014 - Present
FBR January 2009 - April 2014
FBR January 2007 - December 2008
FBR January 2006 - December 2006
FBR January 2005 - December 2005
FBR January 2003 - December 2004
Dresdner Kleinwort Wasserstein August 1999 - August 2000
PwC April 1997 - August 1999
Skills
Equities, Investment Banking, Valuation, Risk Management, Financial Structuring, IPO, Capital Markets, Private Equity, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Financial Modeling
Education
The George Washington University 2001 — 2002
Masters in Finance, Finance, 3.9 GPA
The Institute of Chartered Accountants of India 1997 — 2000
Chartered Accountant, Accounting, Rank holder
Compass Point Research and Trading LLC August 2014 - Present
West Financial Services April 2012 - July 2014
Guggenheim Investments November 2010 - March 2012
Ryan & Wetmore, PC June 2008 - September 2008
Skills
Financial Analysis, Accounting, Research, Financial Reporting, Customer Service, Securities, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Services, Asset Management, Equities, Leadership, Portfolio Management, Management, PowerPoint, Investments, Finance, Fixed Income, Mutual Funds, Marketing
Education
College of Charleston 2006 — 2010
BA, Business Administration
College of Charleston
Avondale Partners September 2012 - Present
Compass Point Research and Trading LLC June 2011 - September 2012
Needham & Company August 2006 - May 2011
BestVest Investments August 2004 - May 2006
2040 Sortie LLC December 2000 - September 2004
Skills
Microsoft Office, Lava, Sales, Investments, Financial Analysis, Due Diligence, Equities, Series 7
Education
Temple University 2000 — 2002
Masters of Arts, Instrumental Performance
Temple University 1996 — 2000
Bachelors of Arts, Instrumental Performance
Compass Point Research and Trading LLC November 2008 - Present
FBR 2004 - November 2008
Skills
Bloomberg, Capital Markets, Equities, Equity Research, FINRA, Microsoft Office, Securities, Series 7
Education
Syracuse University 2001 — 2002
MS, Broadcast Journalism
Franklin & Marshall College 1997 — 2001
BA, Sociology, French
Autonomous Research December 2013 - Present
Millennium Partners April 2012 - December 2013
Compass Point Research and Trading LLC March 2010 - April 2012
Fannie Mae May 2009 - February 2010
Potomac research Group July 2008 - May 2009
FBR May 2007 - July 2008
FBR Capital Markets 2006 - 2007
Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Finance, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Mortgage Lending, Investment Banking, Valuation, Portfolio Management
Education
James Madison University 2001 — 2005
B.S., Quantitative Finance
James Madison University
B.S., Quantitative Finance
Compass Point Research and Trading LLC September 2009 - Present
FBR February 2001 - August 2009
Chevy Chase Financial Services October 1994 - January 2001
Education
University of Maryland College Park 1997 — 2002
BA, Speech Communications
Compass Point Research and Trading, LLC September 2012 - Present
FBR Capital Markets & Co. April 1996 - September 2012
Alex Brown & Sons 1993 - 1996
Bear Stearns 1991 - 1993
Skills
Investment Banking, Prime Brokerage, Series 24, FINRA, Series 7, Equities, Series 63, Hedge Funds, Capital Markets, Securities, Fixed Income, Alternative Investments, Bloomberg, Trading, Options
Education
Hofstra University
Bachelor of Business Administration, Banking & Finance
Hicksville High School 1983 — 1986