Concept Capital
Industry: Company
DescriptionFounded: 2010 Parent organization: Cowen Inc. Subsidiaries: Samjo Capital, LLC, Concept Asset Management, The Juda Group, Cowen Prime Services LLC, Research Division
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23 Concept Capital employees in database. Find out everything there's to know about Concept Capital employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Concept Capital Employees
Employee
Years
Job
Industry
Christopher Calvert Christopher Calvert's Concept Capital Experience August 2011 - August 2013
Job Senior Vice President at Gar Wood Securities, LLC
Industry Capital Markets
Experience
Gar Wood Securities, LLC March 2014 - Present
CJC Consulting January 2013 - Present
Concept Capital August 2011 - August 2013
Alaris Trading Partners, LLC August 2009 - August 2011
Alaris Trading Partners June 2006 - August 2009
Skills
Hedge Funds, Trading, Equities, Securities, Investments, Prime Brokerage, Alternative Investments, Mutual Funds, Capital Markets, Portfolio Management, Options, Finance, Asset Management, Proprietary Trading, Investment Banking, Start-ups, Financial Markets, Equity Trading, Commodity, Series 7, Technical Analysis, Hedging, Electronic Trading, Fixed Income, Private Equity, Series 63, Financial Analysis, Trading Systems, Networking, Bloomberg, Fund Of Funds, Investment Strategies, FINRA, Derivatives, Equity Research, Asset Allocation, Financial Services, Asset Managment, Futures Trading, Foreign Currency, Foreign Exchange, Risk Management, Commodity Markets, Series 3, Capital Introduction, Investor Relations, Private Placements, Venture Capital, ETFs
Education
San Diego State University-California State University 2001 — 2006
Finance, Finance/ Political Science
Gar Wood Securities, LLC March 2014 - Present
CJC Consulting January 2013 - Present
Concept Capital August 2011 - August 2013
Alaris Trading Partners, LLC August 2009 - August 2011
Alaris Trading Partners June 2006 - August 2009
Skills
Hedge Funds, Trading, Equities, Securities, Investments, Prime Brokerage, Alternative Investments, Mutual Funds, Capital Markets, Portfolio Management, Options, Finance, Asset Management, Proprietary Trading, Investment Banking, Start-ups, Financial Markets, Equity Trading, Commodity, Series 7, Technical Analysis, Hedging, Electronic Trading, Fixed Income, Private Equity, Series 63, Financial Analysis, Trading Systems, Networking, Bloomberg, Fund Of Funds, Investment Strategies, FINRA, Derivatives, Equity Research, Asset Allocation, Financial Services, Asset Managment, Futures Trading, Foreign Currency, Foreign Exchange, Risk Management, Commodity Markets, Series 3, Capital Introduction, Investor Relations, Private Placements, Venture Capital, ETFs
Education
San Diego State University-California State University 2001 — 2006
Finance, Finance/ Political Science
Charmaine Rostien's Concept Capital Experience March 2009 - October 2010
Job Digital Marketing | CRM and Marketing Analytics | Competitive Intelligence and Research
Industry Law Practice
Experience
Miller & Chevalier Chartered October 2012 - Present
Guggenheim Securities November 2011 - July 2012
MF Global November 2010 - November 2011
Community College of Allegheny County March 2011 - May 2011
Concept Capital March 2009 - October 2010
Stanford Group Company January 2005 - March 2009
National Journal March 2004 - December 2004
Allied Integrated Marketing 2003 - 2004
Skills
Email Marketing, Marketing, Business Analysis, Social Media Marketing, CRM, Web Content Management, Content Marketing, Analytics, SEO, Research, Business Intelligence, Training, Editing, PowerPoint, Adobe Acrobat, Microsoft Office, Teaching, Public Speaking, CMS
Education
University of Virginia 2009 — 2010
Master's Degree
University of Maryland College Park 1998 — 2002
Bachelor's Degree
Community College of Allegheny County 1998 — 2001
Associate's Degree
Miller & Chevalier Chartered October 2012 - Present
Guggenheim Securities November 2011 - July 2012
MF Global November 2010 - November 2011
Community College of Allegheny County March 2011 - May 2011
Concept Capital March 2009 - October 2010
Stanford Group Company January 2005 - March 2009
National Journal March 2004 - December 2004
Allied Integrated Marketing 2003 - 2004
Skills
Email Marketing, Marketing, Business Analysis, Social Media Marketing, CRM, Web Content Management, Content Marketing, Analytics, SEO, Research, Business Intelligence, Training, Editing, PowerPoint, Adobe Acrobat, Microsoft Office, Teaching, Public Speaking, CMS
Education
University of Virginia 2009 — 2010
Master's Degree
University of Maryland College Park 1998 — 2002
Bachelor's Degree
Community College of Allegheny County 1998 — 2001
Associate's Degree
Dan Purcell Dan Purcell's Concept Capital Experience July 2008 - July 2010
Job CEO & President at LaxNuttz, LLC
Industry Capital Markets
Experience
Clarkson's Capital Markets February 2012 - Present
LaxNuttz, LLC January 2012 - Present
WJB Capital Group, Inc. July 2010 - January 2012
Concept Capital July 2008 - July 2010
JP Morgan Chase July 2005 - July 2008
Kevin Dann & Partners 2000 - 2002
Skills
Industrial Sector, Shipping, Series 7, Equities, Oilfield, Hedge Funds, Trading, Capital Markets, Bloomberg, Equity Research, Series 63, Investments, Portfolio Management, Trading Systems, Valuation, Equity Trading, Commodity, Options, Private Equity, Hedging, Electronic Trading, Financial Modeling, Asset Management, Derivatives, Mutual Funds, Equity Derivatives, Investment Banking, Financial Markets, Technical Analysis, Securities, Emerging Markets, Alternative Investments, Series 24, Risk Management, Corporate Finance, Bonds, Fixed Income, Asset Allocation, FINRA, FX Options, Brokerage
Education
Fordham University Law School 1997 — 2000
J.D., Law
Georgetown University 1991 — 1994
bachelor b.s., business
Garden City Senior High School 1987 — 1990
high school diploma
Garden City H.S.
Lehigh University
Clarkson's Capital Markets February 2012 - Present
LaxNuttz, LLC January 2012 - Present
WJB Capital Group, Inc. July 2010 - January 2012
Concept Capital July 2008 - July 2010
JP Morgan Chase July 2005 - July 2008
Kevin Dann & Partners 2000 - 2002
Skills
Industrial Sector, Shipping, Series 7, Equities, Oilfield, Hedge Funds, Trading, Capital Markets, Bloomberg, Equity Research, Series 63, Investments, Portfolio Management, Trading Systems, Valuation, Equity Trading, Commodity, Options, Private Equity, Hedging, Electronic Trading, Financial Modeling, Asset Management, Derivatives, Mutual Funds, Equity Derivatives, Investment Banking, Financial Markets, Technical Analysis, Securities, Emerging Markets, Alternative Investments, Series 24, Risk Management, Corporate Finance, Bonds, Fixed Income, Asset Allocation, FINRA, FX Options, Brokerage
Education
Fordham University Law School 1997 — 2000
J.D., Law
Georgetown University 1991 — 1994
bachelor b.s., business
Garden City Senior High School 1987 — 1990
high school diploma
Garden City H.S.
Lehigh University
Lawrence P Caplan Lawrence P Caplan's Concept Capital Experience 2006 - 2008
Job Executive Vice President at HCM
Industry Financial Services
Experience
HCM July 2008 - Present
Concept Capital 2006 - 2008
Drexel Burnham Lambert 1978 - 1989
Skills
Accounting, Economics, Fixed Income, Marketing, Non-profits, New Business Development, Asset Managment, Film Production, Hotels, Innovation, Leadership, Negotiation, Strategic Planning, Trading, Strategic Thinking, Entertainment, Travel, Broadcast Television, Problem Solving, Investment Banking, Marketing Strategy, Investments, Start-ups, Private Equity, Hedge Funds, Asset Management, Mergers & Acquisitions, Portfolio Management, Public Relations, Nonprofits, Strategy, Venture Capital, Bloomberg, Investment Strategies, Entrepreneurship, Alternative Investments, Social Media Marketing, Management, Marketing Communications, Advertising, Sales, Digital Media, Business Development, Digital Marketing, Financial Analysis, Integrated Marketing, Finance, Strategic Partnerships, Financial Modeling, Due Diligence
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Accounting
Penn State University
BA, Economics
HCM July 2008 - Present
Concept Capital 2006 - 2008
Drexel Burnham Lambert 1978 - 1989
Skills
Accounting, Economics, Fixed Income, Marketing, Non-profits, New Business Development, Asset Managment, Film Production, Hotels, Innovation, Leadership, Negotiation, Strategic Planning, Trading, Strategic Thinking, Entertainment, Travel, Broadcast Television, Problem Solving, Investment Banking, Marketing Strategy, Investments, Start-ups, Private Equity, Hedge Funds, Asset Management, Mergers & Acquisitions, Portfolio Management, Public Relations, Nonprofits, Strategy, Venture Capital, Bloomberg, Investment Strategies, Entrepreneurship, Alternative Investments, Social Media Marketing, Management, Marketing Communications, Advertising, Sales, Digital Media, Business Development, Digital Marketing, Financial Analysis, Integrated Marketing, Finance, Strategic Partnerships, Financial Modeling, Due Diligence
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Accounting
Penn State University
BA, Economics
Pam McGowan Pam McGowan's Concept Capital Experience April 2009 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
Geneos Wealth Management August 2011 - Present
Concept Capital April 2009 - May 2010
Stanford Group Company May 1999 - March 2009
Charles Schwab & Company, Inc March 1999 - May 1999
Prudential Securities, Inc September 1998 - March 1999
Janco Partners, Inc April 1997 - August 1998
Skills
Customer Service, Mutual Funds, Strategic Planning, Equities, Series 24
Education
University of Northern Iowa
Bachelor of Science, Business
Geneos Wealth Management August 2011 - Present
Concept Capital April 2009 - May 2010
Stanford Group Company May 1999 - March 2009
Charles Schwab & Company, Inc March 1999 - May 1999
Prudential Securities, Inc September 1998 - March 1999
Janco Partners, Inc April 1997 - August 1998
Skills
Customer Service, Mutual Funds, Strategic Planning, Equities, Series 24
Education
University of Northern Iowa
Bachelor of Science, Business
John Shepard John Shepard's Concept Capital Experience March 2009 - October 2010
Job Director at Avalere Health
Industry Capital Markets
Experience
Avalere Health September 2014 - Present
Applied Policy August 2013 - August 2014
Guggenheim Partners November 2011 - August 2013
Washington Research Group June 2004 - August 2013
MF Global November 2010 - November 2011
Concept Capital March 2009 - October 2010
Stanford Group Company November 2004 - March 2009
Schwab Soundview Capital Markets June 2004 - November 2004
Office of United States Senator Max Baucus 2000 - June 2004
Skills
Policy, Research, Legislative Relations, Healthcare, Policy Analysis, Public Policy, Data Analysis, Capital Markets, Due Diligence, Analysis, Strategic Planning, Strategic Communications, Advocacy, Government, Corporate Development, Equities, Investments, Business Strategy, Health Policy, Economics
Education
Macalester College 1996 — 2000
Bachelor of Arts (BA), Political Science and History
Absarokee High School 1993 — 1996
Avalere Health September 2014 - Present
Applied Policy August 2013 - August 2014
Guggenheim Partners November 2011 - August 2013
Washington Research Group June 2004 - August 2013
MF Global November 2010 - November 2011
Concept Capital March 2009 - October 2010
Stanford Group Company November 2004 - March 2009
Schwab Soundview Capital Markets June 2004 - November 2004
Office of United States Senator Max Baucus 2000 - June 2004
Skills
Policy, Research, Legislative Relations, Healthcare, Policy Analysis, Public Policy, Data Analysis, Capital Markets, Due Diligence, Analysis, Strategic Planning, Strategic Communications, Advocacy, Government, Corporate Development, Equities, Investments, Business Strategy, Health Policy, Economics
Education
Macalester College 1996 — 2000
Bachelor of Arts (BA), Political Science and History
Absarokee High School 1993 — 1996
Christine Adelmann Christine Adelmann's Concept Capital Experience 1997 - December 2010
Job Cloud Solutions for Regulated Industries,Technology Integration and Managed Services
Industry Financial Services
Experience
365force Inc. 2012 - Present
AGW Group Inc April 1995 - Present
Concept Capital 1997 - December 2010
Citigroup June 1989 - April 1994
Skills
Hedge Funds, Disaster Recovery, Cloud Computing, Security, Integration, Servers, Project Management, Managed Services, SaaS, Virtualization, Data Center, Information Technology, Management, Network Security, VMware, System Deployment, Network Design, Investments, IT Service Management, Professional Services, IT Strategy, IT Management
Education
University of Pittsburgh 1973 — 1974
Graduate Work in Applied Mathematics
Upsala College 1970 — 1973
BS, Mathematics
365force Inc. 2012 - Present
AGW Group Inc April 1995 - Present
Concept Capital 1997 - December 2010
Citigroup June 1989 - April 1994
Skills
Hedge Funds, Disaster Recovery, Cloud Computing, Security, Integration, Servers, Project Management, Managed Services, SaaS, Virtualization, Data Center, Information Technology, Management, Network Security, VMware, System Deployment, Network Design, Investments, IT Service Management, Professional Services, IT Strategy, IT Management
Education
University of Pittsburgh 1973 — 1974
Graduate Work in Applied Mathematics
Upsala College 1970 — 1973
BS, Mathematics
Clint Currie Clint Currie's Concept Capital Experience 2008 - 2010
Job Research & Publishing Consultant
Industry Financial Services
Experience
Clint Currie January 2012 - Present
Guggenheim Partners November 2011 - December 2012
MF Global November 2010 - October 2011
Concept Capital 2008 - 2010
Stanford Group November 2004 - October 2008
Charles Schwab & Co., Inc. 2003 - 2004
Fox Broadcasting October 1999 - May 2001
Skills
Equity Research, Series 7, Series 24, Equities, FINRA, Bloomberg, Portfolio Management, Capital Markets, Series 63, Hedge Funds, Equity Trading, Asset Management, Fixed Income, Securities, Investments, Financial Modeling, Series 87, Management
Education
Arizona State University 1996 — 1999
Journalism
Clint Currie January 2012 - Present
Guggenheim Partners November 2011 - December 2012
MF Global November 2010 - October 2011
Concept Capital 2008 - 2010
Stanford Group November 2004 - October 2008
Charles Schwab & Co., Inc. 2003 - 2004
Fox Broadcasting October 1999 - May 2001
Skills
Equity Research, Series 7, Series 24, Equities, FINRA, Bloomberg, Portfolio Management, Capital Markets, Series 63, Hedge Funds, Equity Trading, Asset Management, Fixed Income, Securities, Investments, Financial Modeling, Series 87, Management
Education
Arizona State University 1996 — 1999
Journalism
Kateryna Christian Kateryna Christian's Concept Capital Experience 2009 - 2010
Job Employment Coordinator, Borgata Casino and Spa
Industry Human Resources
Experience
Borgata Hotel Casino & Spa August 2015 - Present
Borgata Hotel Casino & Spa April 2015 - July 2015
Saint Joseph's University October 2013 - 2014
Saint Joseph's University July 2013 - October 2013
Citi July 2011 - June 2012
Citi June 2010 - August 2010
Concept Capital 2009 - 2010
Skills
Forecasting, Analysis, SQL, VBA, Microsoft Excel, SAS, Access Database, Banner, PeopleAdmin, FMLA, I-9 Compliance, Oracle CRM, Org+, Human Resources, Data Analysis, Microsoft Office, Research, PowerPoint
Education
St. Joseph's University 2012 — 2014
Master's degree, Business Intelligence
Georgetown University 2007 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2009
Economics
Borgata Hotel Casino & Spa August 2015 - Present
Borgata Hotel Casino & Spa April 2015 - July 2015
Saint Joseph's University October 2013 - 2014
Saint Joseph's University July 2013 - October 2013
Citi July 2011 - June 2012
Citi June 2010 - August 2010
Concept Capital 2009 - 2010
Skills
Forecasting, Analysis, SQL, VBA, Microsoft Excel, SAS, Access Database, Banner, PeopleAdmin, FMLA, I-9 Compliance, Oracle CRM, Org+, Human Resources, Data Analysis, Microsoft Office, Research, PowerPoint
Education
St. Joseph's University 2012 — 2014
Master's degree, Business Intelligence
Georgetown University 2007 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2009
Economics
Alanna Duffy Alanna Duffy's Concept Capital Experience March 2009 - June 2012
Job Executive Assistant
Industry Financial Services
Experience
Esquire Group November 2013 - December 2014
Concept Capital March 2009 - June 2012
Schonefeld IBS May 2006 - January 2007
Baseline Sports Agency January 2005 - December 2005
Forex TV January 2005 - March 2005
Skills
Research, Securities, Equities, Microsoft Office, Project Management, Series 7, Series 63, Equity Trading, Risk Management, Options, Hedge Funds, Management, Investments, Social Media, Capital Markets
Education
City University of New York-Hunter College
BA, Media, English
Bishop Gorman 1994 — 1998
Diploma, General Studies
Luke Storey's School of Style
Certificate, Styling
Esquire Group November 2013 - December 2014
Concept Capital March 2009 - June 2012
Schonefeld IBS May 2006 - January 2007
Baseline Sports Agency January 2005 - December 2005
Forex TV January 2005 - March 2005
Skills
Research, Securities, Equities, Microsoft Office, Project Management, Series 7, Series 63, Equity Trading, Risk Management, Options, Hedge Funds, Management, Investments, Social Media, Capital Markets
Education
City University of New York-Hunter College
BA, Media, English
Bishop Gorman 1994 — 1998
Diploma, General Studies
Luke Storey's School of Style
Certificate, Styling
Timothy G. Pond Timothy G. Pond's Concept Capital Experience July 2011 - August 2011
Job Commercial Real Estate Brokerage I Associate at Colliers International
Industry Commercial Real Estate
Experience
Colliers International September 2013 - Present
College of the Holy Cross September 2012 - December 2012
Jones Lang LaSalle June 2012 - August 2012
Concept Capital July 2011 - August 2011
Certilman Balin September 2009 - August 2011
Skills
Capital Markets, Hedge Funds, Investments, Customer Service, Portfolio Management, New Business Development, Fundraising, Nonprofits, Bloomberg Terminal, Leadership, Real Estate, Commercial Real Estate, Management, Salesforce.com, Equities, Brokerage, Business Development, Social Media Blogging, Instagram, Facebook, Asset Integrity, Commercial Real Estate..., Mergers, Deal Execution, Commercial Real Estate..., Lease Negotiations
Education
College of the Holy Cross 2009 — 2013
History
Chaminade High School 2005 — 2009
Colliers International September 2013 - Present
College of the Holy Cross September 2012 - December 2012
Jones Lang LaSalle June 2012 - August 2012
Concept Capital July 2011 - August 2011
Certilman Balin September 2009 - August 2011
Skills
Capital Markets, Hedge Funds, Investments, Customer Service, Portfolio Management, New Business Development, Fundraising, Nonprofits, Bloomberg Terminal, Leadership, Real Estate, Commercial Real Estate, Management, Salesforce.com, Equities, Brokerage, Business Development, Social Media Blogging, Instagram, Facebook, Asset Integrity, Commercial Real Estate..., Mergers, Deal Execution, Commercial Real Estate..., Lease Negotiations
Education
College of the Holy Cross 2009 — 2013
History
Chaminade High School 2005 — 2009
Sunil Panikkath's Concept Capital Experience October 2010 - January 2011
Job CTO at ConceptONE
Industry Financial Services
Experience
ConceptONE LLC January 2011 - Present
Concept Capital October 2010 - January 2011
The Financial Risk Group February 2009 - October 2010
Houlihan Lokey May 2007 - February 2009
NERA Economic Consulting November 2004 - May 2007
SAS June 2002 - November 2004
SAS June 2001 - June 2002
SAS June 1995 - June 2001
Washington University in St. Louis July 1994 - June 1995
Skills
Options, SAS, Risk Management, Capital Markets, Financial Modeling, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 1989 — 1994
Ph.D., Finance
Indian Institute of Technology, Madras 1985 — 1989
B. Tech, Electrical Engineering
ConceptONE LLC January 2011 - Present
Concept Capital October 2010 - January 2011
The Financial Risk Group February 2009 - October 2010
Houlihan Lokey May 2007 - February 2009
NERA Economic Consulting November 2004 - May 2007
SAS June 2002 - November 2004
SAS June 2001 - June 2002
SAS June 1995 - June 2001
Washington University in St. Louis July 1994 - June 1995
Skills
Options, SAS, Risk Management, Capital Markets, Financial Modeling, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 1989 — 1994
Ph.D., Finance
Indian Institute of Technology, Madras 1985 — 1989
B. Tech, Electrical Engineering
Harshal Goel Harshal Goel's Concept Capital Experience May 2012 - August 2012
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs September 2012 - December 2014
Concept Capital May 2012 - August 2012
MITACS May 2010 - July 2010
University of Queensland May 2009 - July 2009
Skills
Quantitative Research, Financial Modeling, Portfolio Optimization, Quantitative Finance, Asset Managment, Quantitative Analytics, Algorithms, Asset Management, Matlab, Portfolio Management, Equities, Monte Carlo Simulation, Financial Engineering, Hedge Funds, Financial Markets, C
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Master of Science, Financial Engineering
Indian Institute of Technology, Guwahati 2007 — 2011
Bachelor of Technology, Mathematics and Computing
Delhi Public School - R. K. Puram 2005 — 2007
Higher Secondary Qualifications, Science, Mathematics, Computer Science and English
Goldman Sachs January 2015 - Present
Goldman Sachs September 2012 - December 2014
Concept Capital May 2012 - August 2012
MITACS May 2010 - July 2010
University of Queensland May 2009 - July 2009
Skills
Quantitative Research, Financial Modeling, Portfolio Optimization, Quantitative Finance, Asset Managment, Quantitative Analytics, Algorithms, Asset Management, Matlab, Portfolio Management, Equities, Monte Carlo Simulation, Financial Engineering, Hedge Funds, Financial Markets, C
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
Master of Science, Financial Engineering
Indian Institute of Technology, Guwahati 2007 — 2011
Bachelor of Technology, Mathematics and Computing
Delhi Public School - R. K. Puram 2005 — 2007
Higher Secondary Qualifications, Science, Mathematics, Computer Science and English
Eric Assaraf's Concept Capital Experience March 2009 - November 2010
Job Healthcare Analyst, Washington Research Group
Industry Financial Services
Experience
Guggenheim Partners November 2011 - Present
MF Global November 2010 - October 2011
Concept Capital March 2009 - November 2010
Stanford Group Company November 2004 - March 2009
Schwab Soundview Capital Markets October 2002 - November 2004
Skills
Equities, Research, Hedge Funds, Financial Modeling, Program Management, Investments, Financial Analysis, Bloomberg, Valuation, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
Master's, Business Administration
University of Maryland College Park 1998 — 2002
Bachelor's, Communication
Guggenheim Partners November 2011 - Present
MF Global November 2010 - October 2011
Concept Capital March 2009 - November 2010
Stanford Group Company November 2004 - March 2009
Schwab Soundview Capital Markets October 2002 - November 2004
Skills
Equities, Research, Hedge Funds, Financial Modeling, Program Management, Investments, Financial Analysis, Bloomberg, Valuation, Capital Markets
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
Master's, Business Administration
University of Maryland College Park 1998 — 2002
Bachelor's, Communication
Matt Goodhart's Concept Capital Experience August 2010 - December 2011
Job HALO Home Check, CoFounder and Director of Business Initiatives at Berger Development
Industry Real Estate
Experience
Berger Development May 2013 - Present
Avatar Securities, LLC December 2011 - May 2013
Concept Capital August 2010 - December 2011
Self funded trading December 2007 - August 2010
Balyasny Asset Management 2000 - 2005
Schonfeld Securities 1998 - 2000
Skills
Equities, Options, Trading, Portfolio Management, Hedge Funds, Risk Management, Series 7, Technical Analysis, Securities, Trading Systems, Financial Risk, Financial Markets, Equity Trading, Alternative Investments
Education
University of Iowa 1989 — 1993
bba, Finance
Berger Development May 2013 - Present
Avatar Securities, LLC December 2011 - May 2013
Concept Capital August 2010 - December 2011
Self funded trading December 2007 - August 2010
Balyasny Asset Management 2000 - 2005
Schonfeld Securities 1998 - 2000
Skills
Equities, Options, Trading, Portfolio Management, Hedge Funds, Risk Management, Series 7, Technical Analysis, Securities, Trading Systems, Financial Risk, Financial Markets, Equity Trading, Alternative Investments
Education
University of Iowa 1989 — 1993
bba, Finance
Michael Warsh's Concept Capital Experience January 2008 - July 2013
Job Institutional Sales and Business Development at CBOE
Industry Financial Services
Experience
Chicago Board Options Exchange September 2013 - Present
Concept Capital January 2008 - July 2013
SMH 2008 - 2011
CD Capital 2004 - 2008
Fulcrum 1999 - 2003
Chicago Board Options Exchange 1988 - 1999
Skills
Hedge Funds, Hedging, Portfolio Management, Trading, Options, Risk Management, Derivatives, Financial Markets, Alternative Investments, Investments, Capital Markets, Electronic Trading, Bloomberg, Options Strategies, Equities, Equity Research, Investment Strategies, Prime Brokerage, Proprietary Trading, Financial Risk, Fund Of Funds, Volatility, Financial Services, Equity Trading, FINRA, Securities
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
University of Michigan 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Chicago Board Options Exchange September 2013 - Present
Concept Capital January 2008 - July 2013
SMH 2008 - 2011
CD Capital 2004 - 2008
Fulcrum 1999 - 2003
Chicago Board Options Exchange 1988 - 1999
Skills
Hedge Funds, Hedging, Portfolio Management, Trading, Options, Risk Management, Derivatives, Financial Markets, Alternative Investments, Investments, Capital Markets, Electronic Trading, Bloomberg, Options Strategies, Equities, Equity Research, Investment Strategies, Prime Brokerage, Proprietary Trading, Financial Risk, Fund Of Funds, Volatility, Financial Services, Equity Trading, FINRA, Securities
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
University of Michigan 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Allen Oppici's Concept Capital Experience February 2009 - September 2009
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
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
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
Francis Fiolek's Concept Capital Experience August 2012 - Present
Job VP Equity Sales & Trading at Concept Capital
Industry Financial Services
Experience
Concept Capital August 2012 - Present
Hudson Securities February 2010 - September 2012
Cantor Fitzgerald September 2001 - December 2009
Sherwood Securities 1990 - 2001
NDB Capital Markets 1990 - 2001
Troster Singer 1982 - 1990
Skills
Corporate Finance, Series 63, Fundamental Analysis, Series 7, Equities, Equity Trading, Electronic Trading, Trading, Bloomberg, Options, Hedge Funds, Capital Markets, Financial Markets, Fixed Income, Financial Modeling, Trading Systems, Market Data
Education
The University of Connecticut School of Business 1979 — 1980
BS
University of Connecticut
BS
Concept Capital August 2012 - Present
Hudson Securities February 2010 - September 2012
Cantor Fitzgerald September 2001 - December 2009
Sherwood Securities 1990 - 2001
NDB Capital Markets 1990 - 2001
Troster Singer 1982 - 1990
Skills
Corporate Finance, Series 63, Fundamental Analysis, Series 7, Equities, Equity Trading, Electronic Trading, Trading, Bloomberg, Options, Hedge Funds, Capital Markets, Financial Markets, Fixed Income, Financial Modeling, Trading Systems, Market Data
Education
The University of Connecticut School of Business 1979 — 1980
BS
University of Connecticut
BS
Roland Carbonell's Concept Capital Experience January 2003 - May 2013
Job IT specialist
Industry Information Technology and Services
Experience
Cradlemedia May 2013 - Present
Concept Capital January 2003 - May 2013
DeVry University October 1998 - October 2001
Fountain Technologies, Inc. July 1997 - September 1998
Skills
Trading Systems, Derivatives, Fixed Income, Microsoft Office, Troubleshooting, Disaster Recovery
Education
DeVry University 1995 — 1997
Associate of Arts (AA), Computer and Information Sciences and Support Services
University of Santo Tomas 1983 — 1987
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Cradlemedia May 2013 - Present
Concept Capital January 2003 - May 2013
DeVry University October 1998 - October 2001
Fountain Technologies, Inc. July 1997 - September 1998
Skills
Trading Systems, Derivatives, Fixed Income, Microsoft Office, Troubleshooting, Disaster Recovery
Education
DeVry University 1995 — 1997
Associate of Arts (AA), Computer and Information Sciences and Support Services
University of Santo Tomas 1983 — 1987
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
John Ognar, CFA's Concept Capital Experience July 2009 - October 2010
Job Senior Relationship Manager at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management February 2013 - Present
Guggenheim Partners December 2011 - February 2013
MF Global November 2010 - November 2011
Concept Capital July 2009 - October 2010
Jesup & Lamont February 2009 - June 2009
Citigroup September 1999 - June 2009
Skills
Equities, Capital Markets, Portfolio Management
Education
Michigan State University
Wells Fargo Asset Management February 2013 - Present
Guggenheim Partners December 2011 - February 2013
MF Global November 2010 - November 2011
Concept Capital July 2009 - October 2010
Jesup & Lamont February 2009 - June 2009
Citigroup September 1999 - June 2009
Skills
Equities, Capital Markets, Portfolio Management
Education
Michigan State University
Svetoslav Stoyanov's Concept Capital Experience August 2011 - Present
Job PB Operations & Accounting at Concept Capital
Industry Financial Services
Experience
Concept Capital August 2011 - Present
Alaris Trading Partners, LLC May 2010 - August 2011
Alaris Trading Partners, LLC April 2009 - May 2010
Education
St. Peter's College 2006 — 2010
BS, Accounting and Minor in Finance
Concept Capital August 2011 - Present
Alaris Trading Partners, LLC May 2010 - August 2011
Alaris Trading Partners, LLC April 2009 - May 2010
Education
St. Peter's College 2006 — 2010
BS, Accounting and Minor in Finance
Mike Sepe's Concept Capital Experience August 2012 - Present
Job Mike Sepe concept capital
Industry Financial Services
Experience
Concept Capital August 2012 - Present
swiss american securites March 2003 - January 2010
abn amro March 1994 - March 2003
Education
Iona College
BS, Business Administration and Management, General
Concept Capital August 2012 - Present
swiss american securites March 2003 - January 2010
abn amro March 1994 - March 2003
Education
Iona College
BS, Business Administration and Management, General
Anson M. Sager's Concept Capital Experience March 2009 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
Loop Capital Markets February 2012 - Present
MF Global November 2010 - October 2011
Concept Capital March 2009 - October 2010
The Stanford Group January 2006 - February 2009
Soundview Financial January 1997 - December 2003
Skills
Bloomberg, Hedge Funds, Capital Markets, FINRA, Trading, Equity Trading, Fixed Income, Options, Trading Systems, Electronic Trading, Portfolio Management, Asset Management, Investment Banking, Derivatives, Alternative Investments, Equity Research, Financial Modeling, Valuation, Private Equity, Due Diligence
Education
The College of New Jersey 1993 — 1996
Loop Capital Markets February 2012 - Present
MF Global November 2010 - October 2011
Concept Capital March 2009 - October 2010
The Stanford Group January 2006 - February 2009
Soundview Financial January 1997 - December 2003
Skills
Bloomberg, Hedge Funds, Capital Markets, FINRA, Trading, Equity Trading, Fixed Income, Options, Trading Systems, Electronic Trading, Portfolio Management, Asset Management, Investment Banking, Derivatives, Alternative Investments, Equity Research, Financial Modeling, Valuation, Private Equity, Due Diligence
Education
The College of New Jersey 1993 — 1996
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY