Convergex Company
Industry: Software company
DescriptionFounded: 2006 Parent organization: ConvergEx Holdings LLC Subsidiaries: EZE Castle Transaction Services LLC, G-Trade Services, Ltd.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportConvergexWebsiteDirections Saved (0) Saved Save Stock broker in New York City, New York Address: 1633 Broadway 48th Floor, New York, NY 10019 Hours: Closed ⋅ Opens 9:30AM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)9:30AM–4PMHours might differTuesday9:30AM–4PMWednesday9:30AM–4PMThursday9:30AM–4PMFriday9:30AM–4PMSaturday9:30AM–4PMSunday9:30AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 468-7500Website: Place name: : : : : : : Category: Website: http://www.convergex.com/ Category: Stock broker 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. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Convergex Posting publicly on the Web Write a review Reviews Be the first to review
Convergex List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Convergex. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Convergex Employees
Employee
Years
Job
Industry
Erin Jordan McCarthy Erin Jordan McCarthy's Convergex Experience June 2015 - Present
Job Intern at Convergex
Industry
Experience
Convergex June 2015 - Present
Student-Athlete at Duke University August 2012 - Present
Cape Cod Lacrosse June 2013 - August 2013
Duke Devils Lacrosse May 2013 - June 2013
The Port Restaurant June 2012 - August 2012
Skills
Leadership Development, Photography, Social Research, Marketing, Adobe Photodeluxe, Adobe Bridge
Education
Duke University 2012 — 2016
Bachelor's Degree, Sociology with a minor in Photography and a certificate in Markets and Management studies, Junior
Convergex June 2015 - Present
Student-Athlete at Duke University August 2012 - Present
Cape Cod Lacrosse June 2013 - August 2013
Duke Devils Lacrosse May 2013 - June 2013
The Port Restaurant June 2012 - August 2012
Skills
Leadership Development, Photography, Social Research, Marketing, Adobe Photodeluxe, Adobe Bridge
Education
Duke University 2012 — 2016
Bachelor's Degree, Sociology with a minor in Photography and a certificate in Markets and Management studies, Junior
Chris Tracy Chris Tracy's Convergex Experience January 2010 - November 2011
Job Software Developer at Tek Systems (SEA)
Industry Entertainment
Experience
GlobalOptions July 2013 - Present
Spectrum Bridge, Inc. November 2011 - June 2013
ConvergEx January 2010 - November 2011
The Walt Disney Co. 2006 - January 2010
The Walt Disney Company 2006 - 2010
Disney 2006 - 2010
Walt Disney World 2005 - 2006
Volt Technical Resources 2005 - 2005
Skills
ASP.NET, .NET, C#, Visual Studio, WCF Services, WCF, T-SQL, VB.NET, Microsoft SQL Server, Web Services, Silverlight, jQuery, ASP.NET MVC, REST, Software Development
Education
University of Illinois at Urbana-Champaign 1998 — 2000
Illinois Central College 1996 — 1997
GlobalOptions July 2013 - Present
Spectrum Bridge, Inc. November 2011 - June 2013
ConvergEx January 2010 - November 2011
The Walt Disney Co. 2006 - January 2010
The Walt Disney Company 2006 - 2010
Disney 2006 - 2010
Walt Disney World 2005 - 2006
Volt Technical Resources 2005 - 2005
Skills
ASP.NET, .NET, C#, Visual Studio, WCF Services, WCF, T-SQL, VB.NET, Microsoft SQL Server, Web Services, Silverlight, jQuery, ASP.NET MVC, REST, Software Development
Education
University of Illinois at Urbana-Champaign 1998 — 2000
Illinois Central College 1996 — 1997
Andrew Soswa Andrew Soswa's Convergex Experience July 2006 - August 2014
Job Senior Project Manager
Industry Information Services
Experience
Consulting Project Manager September 2014 - Present
ConvergEx July 2006 - August 2014
Unisys October 2005 - July 2006
Dependable IT January 2003 - October 2005
DeVry University January 2002 - December 2003
CanCable Consultants September 1999 - January 2002
Skills
Project Management, Program Management, PMO, MS Project, Process Improvement, PMP, Leadership, Cross-functional Team..., Project Planning, Management, SharePoint, Business Analysis, Risk Management, Team Leadership, Agile Methodologies, Public Speaking, SDLC, Software Project..., CRM, Business Intelligence, Software Documentation, PMI, Budgets, Change Management, Strategic Planning, Project Portfolio..., Contract Negotiation, Vendor Management, IT Strategy, Requirements Analysis, Resource Management, Product Management, Project Delivery, IT Management, Agile Project Management, Project Coordination, Certified Project..., Quality Management, Testing, Project Implementation, MS Project 2013, Microsoft Project
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
MS, Network and Project Management
DeVry University 2002 — 2003
BS, Telecommunication and Networks Management, Project Management
Consulting Project Manager September 2014 - Present
ConvergEx July 2006 - August 2014
Unisys October 2005 - July 2006
Dependable IT January 2003 - October 2005
DeVry University January 2002 - December 2003
CanCable Consultants September 1999 - January 2002
Skills
Project Management, Program Management, PMO, MS Project, Process Improvement, PMP, Leadership, Cross-functional Team..., Project Planning, Management, SharePoint, Business Analysis, Risk Management, Team Leadership, Agile Methodologies, Public Speaking, SDLC, Software Project..., CRM, Business Intelligence, Software Documentation, PMI, Budgets, Change Management, Strategic Planning, Project Portfolio..., Contract Negotiation, Vendor Management, IT Strategy, Requirements Analysis, Resource Management, Product Management, Project Delivery, IT Management, Agile Project Management, Project Coordination, Certified Project..., Quality Management, Testing, Project Implementation, MS Project 2013, Microsoft Project
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
MS, Network and Project Management
DeVry University 2002 — 2003
BS, Telecommunication and Networks Management, Project Management
Christine McNabb Christine McNabb's Convergex Experience June 2009 - Present
Job Team Lead BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
Convergex June 2009 - Present
Sallie Mae 2007 - 2009
Education
University of Florida 1997 — 2001
Bachelor of Science (B.S.)
BNY Mellon August 2015 - Present
Convergex June 2009 - Present
Sallie Mae 2007 - 2009
Education
University of Florida 1997 — 2001
Bachelor of Science (B.S.)
Joseph M. Mormak Joseph M. Mormak's Convergex Experience April 2014 - February 2015
Job Risk Advisor at Treliant Risk Advisors
Industry Banking
Experience
Treliant Risk Advisors August 2012 - Present
KPMG Commercial Credit Risk August 2012 - Present
Convergex April 2014 - February 2015
East Coast Venture Capital, Inc October 2011 - December 2012
Commerzbank AG November 2009 - September 2011
Dresdner Kleinwort Securities January 2001 - November 2009
Heller Financial June 1998 - December 2000
First Union Capital Markets Corp May 1996 - May 1998
KPMG Advisory January 1993 - May 1996
Independent Corporate Finance Advisor January 1992 - January 1993
Skills
Decisiveness, Consensus builder, Problem solver, Deal structure innovator, Distressed debt..., Leveraged finance and..., Credit risk ratings, Loan portfolio..., Leveraged Finance, Due Diligence, Private Equity, Corporate Finance, Securities, Capital Markets, Investment Banking, Credit Risk, Portfolio Management, Problem Solving, Structures, Fixed Income, Derivatives, Mergers & Acquisitions, Risk Management, Distressed Debt, Consensus Building, Loans, Financial Services, Securitization, Structured Products, Banking
Education
Wharton Graduate School 1975 — 1977
Masters of Business Administration, Finance / Securities Analysis
Lehigh University 1969 — 1973
Bachelor of Arts, Finance
Treliant Risk Advisors August 2012 - Present
KPMG Commercial Credit Risk August 2012 - Present
Convergex April 2014 - February 2015
East Coast Venture Capital, Inc October 2011 - December 2012
Commerzbank AG November 2009 - September 2011
Dresdner Kleinwort Securities January 2001 - November 2009
Heller Financial June 1998 - December 2000
First Union Capital Markets Corp May 1996 - May 1998
KPMG Advisory January 1993 - May 1996
Independent Corporate Finance Advisor January 1992 - January 1993
Skills
Decisiveness, Consensus builder, Problem solver, Deal structure innovator, Distressed debt..., Leveraged finance and..., Credit risk ratings, Loan portfolio..., Leveraged Finance, Due Diligence, Private Equity, Corporate Finance, Securities, Capital Markets, Investment Banking, Credit Risk, Portfolio Management, Problem Solving, Structures, Fixed Income, Derivatives, Mergers & Acquisitions, Risk Management, Distressed Debt, Consensus Building, Loans, Financial Services, Securitization, Structured Products, Banking
Education
Wharton Graduate School 1975 — 1977
Masters of Business Administration, Finance / Securities Analysis
Lehigh University 1969 — 1973
Bachelor of Arts, Finance
Matthew Richman, CAMS Matthew Richman, CAMS's Convergex Experience August 2015 - Present
Job Trade Surveillance Analyst at Convergex
Industry Financial Services
Experience
Convergex August 2015 - Present
Goldman Sachs October 2013 - February 2015
Humane Society of Utah August 2014 - October 2014
NYC Department of Investigation October 2012 - October 2013
Gallop NYC 2010 - 2013
New York City Department of Investigation June 2012 - July 2012
Office of the Attorney General of the State of New York January 2011 - February 2011
Projects Abroad June 2010 - August 2010
US Attorney's Office, Southern District of New York June 2009 - August 2009
Skills
Background Checks, Qualitative Research, Leadership, Microsoft Office, Phone Etiquette, Interviews, Historical Research, Fraud, Lexis, Data Entry, First Aid, Soccer, Accurint, Social Media, Penny Stock..., Report Writing, Investigation, Research, Microsoft Excel, Social Networking, Event Planning, Writing, Microsoft Word, Editing, Public Speaking, Data Analysis, PowerPoint
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts (B.A.), History
Convergex August 2015 - Present
Goldman Sachs October 2013 - February 2015
Humane Society of Utah August 2014 - October 2014
NYC Department of Investigation October 2012 - October 2013
Gallop NYC 2010 - 2013
New York City Department of Investigation June 2012 - July 2012
Office of the Attorney General of the State of New York January 2011 - February 2011
Projects Abroad June 2010 - August 2010
US Attorney's Office, Southern District of New York June 2009 - August 2009
Skills
Background Checks, Qualitative Research, Leadership, Microsoft Office, Phone Etiquette, Interviews, Historical Research, Fraud, Lexis, Data Entry, First Aid, Soccer, Accurint, Social Media, Penny Stock..., Report Writing, Investigation, Research, Microsoft Excel, Social Networking, Event Planning, Writing, Microsoft Word, Editing, Public Speaking, Data Analysis, PowerPoint
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts (B.A.), History
William McIntosh William McIntosh's Convergex Experience July 2014 - Present
Job CONVERGEX
Industry Financial Services
Experience
Convergex July 2014 - Present
Fulvio & Associates, LLP July 2012 - July 2014
Fulvio & Associates, LLP June 2011 - August 2011
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Budgets, Outlook, Research, Teamwork, Time Management, Analysis, Financial Analysis
Education
College of Charleston 2008 — 2012
Bachelor of Science (BS), Accounting
College of Charleston 2008 — 2012
Bachelor of Science (BS), Economics
Convergex July 2014 - Present
Fulvio & Associates, LLP July 2012 - July 2014
Fulvio & Associates, LLP June 2011 - August 2011
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Budgets, Outlook, Research, Teamwork, Time Management, Analysis, Financial Analysis
Education
College of Charleston 2008 — 2012
Bachelor of Science (BS), Accounting
College of Charleston 2008 — 2012
Bachelor of Science (BS), Economics
Lisa Gallagher Lisa Gallagher's Convergex Experience April 2007 - June 2012
Job Consultant
Industry Design
Experience
Convergex April 2007 - June 2012
Advisen January 2006 - April 2007
Bloomberg LP October 1999 - October 2005
Skills
Sales, Business Development, Client Relations, FinTech, Software, Salesforce.com, Interior Design
Education
Trinity College-Hartford 1991 — 1995
BA, English Literature
Convergex April 2007 - June 2012
Advisen January 2006 - April 2007
Bloomberg LP October 1999 - October 2005
Skills
Sales, Business Development, Client Relations, FinTech, Software, Salesforce.com, Interior Design
Education
Trinity College-Hartford 1991 — 1995
BA, English Literature
Jake Freedman Jake Freedman's Convergex Experience June 2014 - January 2015
Job Project Development Coordinator at Draper Laboratory
Industry Computer & Network Security
Experience
Draper Laboratory July 2015 - Present
Convergex June 2014 - January 2015
IDB Bank June 2013 - August 2013
BBYO May 2011 - April 2012
Skills
Leadership, High Tech Sales, Communication, People Skills, Public Relations, Finance, Microsoft Office, Marketing, Social Media, Public Speaking, Great Motivator, Leadership Studies, Activism, Trading, Accounting, Spanish, Youth Leadership..., Microsoft Excel, Social Media Integration, Community Action, Proprietary Software, Administrative Work, Friendly Personality, Lawson General Ledger, Cognos, Key Client Relationships, Microsoft Word, PowerPoint
Education
Northeastern University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Financial Management Services and Supply Chain Management
East Brunswick High School 2008 — 2012
Silver Honors, High School/Secondary Diplomas and Certificates
Draper Laboratory July 2015 - Present
Convergex June 2014 - January 2015
IDB Bank June 2013 - August 2013
BBYO May 2011 - April 2012
Skills
Leadership, High Tech Sales, Communication, People Skills, Public Relations, Finance, Microsoft Office, Marketing, Social Media, Public Speaking, Great Motivator, Leadership Studies, Activism, Trading, Accounting, Spanish, Youth Leadership..., Microsoft Excel, Social Media Integration, Community Action, Proprietary Software, Administrative Work, Friendly Personality, Lawson General Ledger, Cognos, Key Client Relationships, Microsoft Word, PowerPoint
Education
Northeastern University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Financial Management Services and Supply Chain Management
East Brunswick High School 2008 — 2012
Silver Honors, High School/Secondary Diplomas and Certificates
Filip Skala, CFA's Convergex Experience April 2014 - April 2015
Job Managing Director, Head of US Portfolio Solutions at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald May 2015 - Present
Convergex April 2014 - April 2015
J.P. Morgan June 2008 - April 2014
Bear Stearns August 2005 - June 2008
Skills
Series 7, Derivatives, Equities, Hedge Funds, Alternative Investments, Fixed Income, Series 63, Securities, Investments, Capital Markets, FX trading, Financial Futures, Multi-asset class..., Derivative based..., Trading cost and risk..., Portfolio sales trader, Asset owner..., Statistical analysis, Sales & Marketing..., Manage Client..., Portfolio restructurings, Portfolio Management, FX Options, Financial Risk, Financial Services, Statistics, Finance, Bloomberg, Electronic Trading, Equity Trading, Mutual Funds, Trading Systems
Education
CFA Institute 2003 — 2006
CFA
Pace University 2000 — 2002
MBA, Finance/Marketing
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Bachelor of Science (B.S.), Finance/Economics
Cantor Fitzgerald May 2015 - Present
Convergex April 2014 - April 2015
J.P. Morgan June 2008 - April 2014
Bear Stearns August 2005 - June 2008
Skills
Series 7, Derivatives, Equities, Hedge Funds, Alternative Investments, Fixed Income, Series 63, Securities, Investments, Capital Markets, FX trading, Financial Futures, Multi-asset class..., Derivative based..., Trading cost and risk..., Portfolio sales trader, Asset owner..., Statistical analysis, Sales & Marketing..., Manage Client..., Portfolio restructurings, Portfolio Management, FX Options, Financial Risk, Financial Services, Statistics, Finance, Bloomberg, Electronic Trading, Equity Trading, Mutual Funds, Trading Systems
Education
CFA Institute 2003 — 2006
CFA
Pace University 2000 — 2002
MBA, Finance/Marketing
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Bachelor of Science (B.S.), Finance/Economics
Francine Greenberg Francine Greenberg's Convergex Experience July 2012 - Present
Job at Convergex
Industry Financial Services
Experience
Convergex July 2012 - Present
Convergex December 2007 - Present
Convergex October 1989 - Present
Skills
Product Management, Management, Trading Systems, Equities, Electronic Trading, Series 7, Securities, Trading, Series 63, Financial Services, Hedge Funds, Capital Markets, Derivatives, Market Data, Options, Equity Trading, Fixed Income, FX Options, Financial Markets, Bloomberg, Relationship Management, Portfolio Management, Vendor Management, Mutual Funds, Sales, Investments, Leadership, Business Analysis, Asset Management
Education
Hofstra University 1985 — 1989
BA, English
Convergex July 2012 - Present
Convergex December 2007 - Present
Convergex October 1989 - Present
Skills
Product Management, Management, Trading Systems, Equities, Electronic Trading, Series 7, Securities, Trading, Series 63, Financial Services, Hedge Funds, Capital Markets, Derivatives, Market Data, Options, Equity Trading, Fixed Income, FX Options, Financial Markets, Bloomberg, Relationship Management, Portfolio Management, Vendor Management, Mutual Funds, Sales, Investments, Leadership, Business Analysis, Asset Management
Education
Hofstra University 1985 — 1989
BA, English
Meghan Lamar Meghan Lamar's Convergex Experience March 2015 - Present
Job Assistant Vice President
Industry Financial Services
Experience
Convergex March 2015 - Present
Convergex October 2013 - March 2015
Convergex February 2013 - October 2013
Convergex November 2011 - February 2013
Ross Strent & Company, LLP July 2010 - November 2011
Red Sky Bar and Lounge June 2008 - May 2010
Red Sky Bar and Lounge June 2007 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Quicken, Navision, Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Auditing, Financial Reporting, Financial Statements, Accounts Receivable, General Ledger, Variance Analysis, Outlook, Microsoft Office, Lacerte, Lawson, Partnership Tax Returns, Personal Income Tax..., Corporate Tax, Sales & Use Tax, Payroll Taxes, Tax, Financial Accounting, Sales Tax, Budgets, Expenses, Pivot Tables, Accruals, Fixed Assets, Process Improvement, Cognos, Analysis, US GAAP, Finance, Financial Statement..., Financial Services, Leadership, Financial Modeling
Education
Fordham University 2006 — 2010
BS, Accounting
Visitation Academy 2000 — 2006
High school diploma, Secondary Education
Convergex March 2015 - Present
Convergex October 2013 - March 2015
Convergex February 2013 - October 2013
Convergex November 2011 - February 2013
Ross Strent & Company, LLP July 2010 - November 2011
Red Sky Bar and Lounge June 2008 - May 2010
Red Sky Bar and Lounge June 2007 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Quicken, Navision, Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Auditing, Financial Reporting, Financial Statements, Accounts Receivable, General Ledger, Variance Analysis, Outlook, Microsoft Office, Lacerte, Lawson, Partnership Tax Returns, Personal Income Tax..., Corporate Tax, Sales & Use Tax, Payroll Taxes, Tax, Financial Accounting, Sales Tax, Budgets, Expenses, Pivot Tables, Accruals, Fixed Assets, Process Improvement, Cognos, Analysis, US GAAP, Finance, Financial Statement..., Financial Services, Leadership, Financial Modeling
Education
Fordham University 2006 — 2010
BS, Accounting
Visitation Academy 2000 — 2006
High school diploma, Secondary Education
Darren DeMarco Darren DeMarco's Convergex Experience September 2011 - February 2015
Job AVP of Trading Services at Convergex/ Acquiring Masters in Information Security Engineering at SANS Institute
Industry Financial Services
Experience
SANS Institute January 2011 - Present
Convergex September 2011 - February 2015
Interactive Brokers August 2008 - April 2011
NYFIX December 2006 - February 2008
EKN Securities June 2005 - June 2006
Avian Securities July 2004 - July 2005
Skills
Electronic Trading, Firewalls, Network Security, Information Security..., Disaster Recovery, Cloud Computing, Data Center, Trading Systems, Financial Markets, Business Development, Equities, Security, Virtualization, Vendor Management, Enterprise Software, Information Security, Sales, Computer Security, Risk Management, Information Security..., Trading, Capital Markets, Business Analysis, Financial Services, Equities Technology
Education
Quinnipiac University 1994 — 1998
Bachelor's Degree, Finance
SANS Institute of Technology
Master's Degree, Information Security Engineering, In Progress
SANS Institute January 2011 - Present
Convergex September 2011 - February 2015
Interactive Brokers August 2008 - April 2011
NYFIX December 2006 - February 2008
EKN Securities June 2005 - June 2006
Avian Securities July 2004 - July 2005
Skills
Electronic Trading, Firewalls, Network Security, Information Security..., Disaster Recovery, Cloud Computing, Data Center, Trading Systems, Financial Markets, Business Development, Equities, Security, Virtualization, Vendor Management, Enterprise Software, Information Security, Sales, Computer Security, Risk Management, Information Security..., Trading, Capital Markets, Business Analysis, Financial Services, Equities Technology
Education
Quinnipiac University 1994 — 1998
Bachelor's Degree, Finance
SANS Institute of Technology
Master's Degree, Information Security Engineering, In Progress
Mark Olsomer's Convergex Experience February 2014 - Present
Job Corporate Actions Operations Associate at Convergex
Industry Financial Services
Experience
Convergex February 2014 - Present
ConvergEx Group March 2013 - March 2014
University of Central Florida November 2010 - March 2013
Tau Kappa Epsilon Fraternity 2008 - 2012
Skills
Organizational..., Hard Worker, Team Oriented, Goal Oriented, Leadership Development, Outlook, Problem Solving, Drive, Analysis, Personality, Hands On, Team-oriented, Team Leadership, Public Speaking, Leadership, Microsoft Excel, Customer Service, Time Management, Microsoft Office, PowerPoint, Teamwork
Education
University of Central Florida 2008 — 2012
Bachelor of Science, Business Administration; Finance
West Boca Raton High School 2004 — 2008
High School
Convergex February 2014 - Present
ConvergEx Group March 2013 - March 2014
University of Central Florida November 2010 - March 2013
Tau Kappa Epsilon Fraternity 2008 - 2012
Skills
Organizational..., Hard Worker, Team Oriented, Goal Oriented, Leadership Development, Outlook, Problem Solving, Drive, Analysis, Personality, Hands On, Team-oriented, Team Leadership, Public Speaking, Leadership, Microsoft Excel, Customer Service, Time Management, Microsoft Office, PowerPoint, Teamwork
Education
University of Central Florida 2008 — 2012
Bachelor of Science, Business Administration; Finance
West Boca Raton High School 2004 — 2008
High School
Jared Lacker Jared Lacker's Convergex Experience June 2015 - July 2015
Job Credit Risk Intern at Convergex
Industry Financial Services
Experience
Convergex June 2015 - July 2015
Convergex June 2014 - August 2014
North Hills Country Club May 2013 - August 2013
Prescription Headquarters December 2010 - June 2011
State Farm November 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Access, Financial Analysis, Outlook, Research, Marketing, Social Media Marketing, Communication, Management, Social Networking, Investments, Finance, Social Media, Facebook
Education
State University of New York at Buffalo 2012 — 2015
Bachelor's Degree, Business Administration and Finance
Nassau Community College 2011 — 2012
Business Administration and Management
Convergex June 2015 - July 2015
Convergex June 2014 - August 2014
North Hills Country Club May 2013 - August 2013
Prescription Headquarters December 2010 - June 2011
State Farm November 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Access, Financial Analysis, Outlook, Research, Marketing, Social Media Marketing, Communication, Management, Social Networking, Investments, Finance, Social Media, Facebook
Education
State University of New York at Buffalo 2012 — 2015
Bachelor's Degree, Business Administration and Finance
Nassau Community College 2011 — 2012
Business Administration and Management
Jack Eng Jack Eng's Convergex Experience January 2007 - March 2014
Job .Net Programmer, Database Administrator
Industry Financial Services
Experience
Auda Alternative Investments June 2014 - Present
Convergex January 2007 - March 2014
BNY Mellon January 2003 - December 2006
ESI October 2000 - August 2003
Sandata Technologies April 1999 - September 2000
TDC October 1997 - April 1999
British Airways July 1996 - October 1997
Skills
C#, SQL, DevExpress, Bloomberg APIs, Windows Services, SWIFT messaging, Visual Studio, VB, TRACE Messages, Excel API, IBM Websphere MQ, Opalis, BCP Utilities, Citrix, XML, Windows API, Sybase, Web Services, ASP.NET, Equities, Trading Systems, Databases, Transition Management..., Fixed Income System..., Security Master, Front-End Trading..., WebSphere MQ, Business Analysis, SDLC, Visual Basic, Security, Win32 API, SWIFT Messaging, Bloomberg, Capital Markets, Financial Markets, Electronic Trading
Education
City University of New York-Baruch College
BACHERLOR OF BUSINESS ADMINISTRATION, Computer Information System, 3.2
Auda Alternative Investments June 2014 - Present
Convergex January 2007 - March 2014
BNY Mellon January 2003 - December 2006
ESI October 2000 - August 2003
Sandata Technologies April 1999 - September 2000
TDC October 1997 - April 1999
British Airways July 1996 - October 1997
Skills
C#, SQL, DevExpress, Bloomberg APIs, Windows Services, SWIFT messaging, Visual Studio, VB, TRACE Messages, Excel API, IBM Websphere MQ, Opalis, BCP Utilities, Citrix, XML, Windows API, Sybase, Web Services, ASP.NET, Equities, Trading Systems, Databases, Transition Management..., Fixed Income System..., Security Master, Front-End Trading..., WebSphere MQ, Business Analysis, SDLC, Visual Basic, Security, Win32 API, SWIFT Messaging, Bloomberg, Capital Markets, Financial Markets, Electronic Trading
Education
City University of New York-Baruch College
BACHERLOR OF BUSINESS ADMINISTRATION, Computer Information System, 3.2
Kevin Byrne,CFA Kevin Byrne,CFA's Convergex Experience April 2006 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments August 2010 - June 2015
Convergex April 2006 - September 2010
JP Morgan Chase 2002 - 2006
JPMorgan Chase 2002 - 2006
Instinet Corporation 1998 - 2002
Education
Stony Brook University 1981 — 1985
Adelphi University
MBA, Finance
Fidelity Investments August 2010 - June 2015
Convergex April 2006 - September 2010
JP Morgan Chase 2002 - 2006
JPMorgan Chase 2002 - 2006
Instinet Corporation 1998 - 2002
Education
Stony Brook University 1981 — 1985
Adelphi University
MBA, Finance
Kin Lim Kin Lim's Convergex Experience May 2015 - Present
Job Vice President of Credit Risk at ConvergEx
Industry Investment Management
Experience
ConvergEx May 2015 - Present
JP Morgan Chase October 2012 - April 2015
Apex Clearing 2007 - 2012
UBS Financial Services 2007 - 2007
National Financial Services 2004 - 2007
Fidelity Active Trader Division 2000 - 2004
Fidelity Investments 1998 - 2000
Skills
Collateral Risk..., Market Risk Surveillance, Correspondent Clearing, OTC Equity Trading, Complex Option..., Broker-Dealer Operations, Portfolio Margin, VaR Analysis, Stress Testing, Reg T Lending, Equity Trading, Risk Management, Market Risk, VAR, Options Strategies, Equities, Margin, Investments, Trading, Securities, Capital Markets, Financial Risk, Operational Risk..., Hedge Funds, Fixed Income, Financial Markets, Options, Bloomberg, Portfolio Management, Financial Services, FX Options, Trading Systems, Mutual Funds, Settlement, Series 63, Electronic Trading
Education
Tufts University 1992 — 1996
Double Major, Economics and Political Science
ConvergEx May 2015 - Present
JP Morgan Chase October 2012 - April 2015
Apex Clearing 2007 - 2012
UBS Financial Services 2007 - 2007
National Financial Services 2004 - 2007
Fidelity Active Trader Division 2000 - 2004
Fidelity Investments 1998 - 2000
Skills
Collateral Risk..., Market Risk Surveillance, Correspondent Clearing, OTC Equity Trading, Complex Option..., Broker-Dealer Operations, Portfolio Margin, VaR Analysis, Stress Testing, Reg T Lending, Equity Trading, Risk Management, Market Risk, VAR, Options Strategies, Equities, Margin, Investments, Trading, Securities, Capital Markets, Financial Risk, Operational Risk..., Hedge Funds, Fixed Income, Financial Markets, Options, Bloomberg, Portfolio Management, Financial Services, FX Options, Trading Systems, Mutual Funds, Settlement, Series 63, Electronic Trading
Education
Tufts University 1992 — 1996
Double Major, Economics and Political Science
Nicholas David Nicholas David's Convergex Experience July 2014 - Present
Job Accounts Payable Associate at Convergex
Industry Financial Services
Experience
Convergex July 2014 - Present
The Walt Disney Company January 2014 - July 2014
Smokey Bones October 2011 - October 2013
The Hospital Building Dashboard June 2011 - December 2011
Microsoft February 2011 - July 2011
Winn Dixie Stores July 2007 - December 2010
Riverwind Apartments May 2010 - September 2010
Skills
Time Management, Data Analysis, Microsoft Excel, Leadership, Tracking Budget Expenses, Organization, Vendor Management, Communication, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media
Education
University of Central Florida - College of Business Administration 2009 — 2013
Bachelor's Degree, Finance, General
Brevard Community College 2007 — 2009
Associate of the Arts, General AA
Convergex July 2014 - Present
The Walt Disney Company January 2014 - July 2014
Smokey Bones October 2011 - October 2013
The Hospital Building Dashboard June 2011 - December 2011
Microsoft February 2011 - July 2011
Winn Dixie Stores July 2007 - December 2010
Riverwind Apartments May 2010 - September 2010
Skills
Time Management, Data Analysis, Microsoft Excel, Leadership, Tracking Budget Expenses, Organization, Vendor Management, Communication, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media
Education
University of Central Florida - College of Business Administration 2009 — 2013
Bachelor's Degree, Finance, General
Brevard Community College 2007 — 2009
Associate of the Arts, General AA
Justin Coppola's Convergex Experience November 2006 - Present
Job Head of ADR Desk at ConvergEx Group
Industry Financial Services
Experience
Convergex November 2006 - Present
Exis Capital Management August 2006 - November 2006
Brown Brothers Harriman June 2003 - August 2006
Fidelity Investments January 2002 - June 2003
Skills
Equities, Trading, Bloomberg, Securities, Equity Trading, Electronic Trading, Trading Systems, Hedge Funds, FX Options, Series 7, Portfolio Management, Equity Derivatives, Financial Markets, Commodity, Mutual Funds, Series 63, Capital Markets, Market Data, Options, Trading Strategies, Emerging Markets, Alternative Investments, Asset Management, Back Office, Derivatives, Prime Brokerage, ETFs, Settlement, Traders, ADRs, Currency, Foreign Exchange, Electronic Trading..., Algorithms, Trade Cost Analysis, Trade Analytics, Investments, Finance, Financial Services, FINRA, Risk Management, Investment Banking, Financial Analysis, Equity Research
Education
Northeastern University 1998 — 2003
Bachelor of Science, Finance
Convergex November 2006 - Present
Exis Capital Management August 2006 - November 2006
Brown Brothers Harriman June 2003 - August 2006
Fidelity Investments January 2002 - June 2003
Skills
Equities, Trading, Bloomberg, Securities, Equity Trading, Electronic Trading, Trading Systems, Hedge Funds, FX Options, Series 7, Portfolio Management, Equity Derivatives, Financial Markets, Commodity, Mutual Funds, Series 63, Capital Markets, Market Data, Options, Trading Strategies, Emerging Markets, Alternative Investments, Asset Management, Back Office, Derivatives, Prime Brokerage, ETFs, Settlement, Traders, ADRs, Currency, Foreign Exchange, Electronic Trading..., Algorithms, Trade Cost Analysis, Trade Analytics, Investments, Finance, Financial Services, FINRA, Risk Management, Investment Banking, Financial Analysis, Equity Research
Education
Northeastern University 1998 — 2003
Bachelor of Science, Finance
Eric Soderberg Eric Soderberg's Convergex Experience March 2014 - April 2015
Job Chief Marketing & Communications Officer
Industry Financial Services
Experience
Wall Street Horizon June 2015 - Present
Convergex March 2014 - April 2015
BondDesk Group LLC June 2012 - November 2013
Trepp, LLC September 2010 - May 2012
NYFIX September 2007 - February 2010
ClariFI June 2006 - August 2007
Macgregor May 2000 - May 2006
Thomson Financial ESG (now Omgeo) April 1995 - April 2000
Skills
Marketing Strategy, Lead Generation, Direct Marketing, Investor Relations, Public Relations, Corporate Communications, Online Marketing, Social Media Marketing, Marketing Management, Event Management, Brand Development, Equities, Product Marketing, Financial Services, Strategy, Entrepreneurship, Marketing, Integrated Marketing, Strategic Communications, Leadership, Strategic Planning, Advertising, Internal Communications, Mergers & Acquisitions, Market Planning, Start-ups, Portfolio Management, Fixed Income, Strategic Partnerships
Education
University of Rhode Island - College of Business Administration
MBA, Marketing
Saint Lawrence University
BA, Economics
Choate Rosemary Hall
Wall Street Horizon June 2015 - Present
Convergex March 2014 - April 2015
BondDesk Group LLC June 2012 - November 2013
Trepp, LLC September 2010 - May 2012
NYFIX September 2007 - February 2010
ClariFI June 2006 - August 2007
Macgregor May 2000 - May 2006
Thomson Financial ESG (now Omgeo) April 1995 - April 2000
Skills
Marketing Strategy, Lead Generation, Direct Marketing, Investor Relations, Public Relations, Corporate Communications, Online Marketing, Social Media Marketing, Marketing Management, Event Management, Brand Development, Equities, Product Marketing, Financial Services, Strategy, Entrepreneurship, Marketing, Integrated Marketing, Strategic Communications, Leadership, Strategic Planning, Advertising, Internal Communications, Mergers & Acquisitions, Market Planning, Start-ups, Portfolio Management, Fixed Income, Strategic Partnerships
Education
University of Rhode Island - College of Business Administration
MBA, Marketing
Saint Lawrence University
BA, Economics
Choate Rosemary Hall
Michael Xirinachs Michael Xirinachs's Convergex Experience October 2014 - Present
Job Sales Trader at Convergex Group
Industry Financial Services
Experience
Convergex October 2014 - Present
ConvergEx Group October 2013 - October 2014
ConvergEx Group June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Investments, Analysis, Finance, Bloomberg, Portfolio Management, Microsoft Word, Microsoft Office, Public Speaking, Financial Analysis, Research, Trading, Capital Markets, Teamwork, Equities, Social Media, Series 7, Customer Service, Social Networking, Sales
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Fudan University
Convergex October 2014 - Present
ConvergEx Group October 2013 - October 2014
ConvergEx Group June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Investments, Analysis, Finance, Bloomberg, Portfolio Management, Microsoft Word, Microsoft Office, Public Speaking, Financial Analysis, Research, Trading, Capital Markets, Teamwork, Equities, Social Media, Series 7, Customer Service, Social Networking, Sales
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Fudan University
Shiqi Yao Shiqi Yao's Convergex Experience September 2015 - Present
Job Accounting Analyst at Convergex
Industry Accounting
Experience
Convergex September 2015 - Present
Office of the New York City Comptroller June 2015 - August 2015
Port Authority of NY & NJ February 2015 - May 2015
Baruch College December 2014 - February 2015
Bank of America July 2013 - June 2014
Stevens Institute of Technology August 2011 - May 2013
Hand Enterprise Solutions (Singapore) PTE LTD December 2012 - January 2013
Stevens Institute of Technology May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Internal Audit, Auditing, PowerPoint, Access, Customer Service, Financial Accounting, Accounting, FX Options, Options, Financial Risk..., Marketing Research, SAP, Options Strategies, Option Pricing Models, Option Valuation, Customer Satisfaction, ETFs, Bank Reconciliation
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree, Accounting, First Semester
Stevens Institute of Technology 2010 — 2013
Bachelor's Degree, Business and Technology, 3.6/4.0
Beijing Institute of Technology 2008 — 2010
Bachelor's Degree, International Economics
Convergex September 2015 - Present
Office of the New York City Comptroller June 2015 - August 2015
Port Authority of NY & NJ February 2015 - May 2015
Baruch College December 2014 - February 2015
Bank of America July 2013 - June 2014
Stevens Institute of Technology August 2011 - May 2013
Hand Enterprise Solutions (Singapore) PTE LTD December 2012 - January 2013
Stevens Institute of Technology May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Internal Audit, Auditing, PowerPoint, Access, Customer Service, Financial Accounting, Accounting, FX Options, Options, Financial Risk..., Marketing Research, SAP, Options Strategies, Option Pricing Models, Option Valuation, Customer Satisfaction, ETFs, Bank Reconciliation
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree, Accounting, First Semester
Stevens Institute of Technology 2010 — 2013
Bachelor's Degree, Business and Technology, 3.6/4.0
Beijing Institute of Technology 2008 — 2010
Bachelor's Degree, International Economics
Andrew Norelli Andrew Norelli's Convergex Experience 2014 - 2015
Job Compliance Analyst at DAC Bond
Industry Banking
Experience
DAC Bond Public Accounting Firm April 2015 - Present
Convergex 2014 - 2015
35 Technologies June 2011 - June 2014
Applied Strategies Inc. - Senior Project May 2013 - August 2013
Skills
Microsoft Excel, Economics, Finance, Banking, Management, Financial Analysis, Sales, Customer Service, Leadership, Microsoft Project, Microsoft Office, Stata, Corporate Actions, Foreign Tax Credit, ADRs, Capital Markets
Education
University of Central Florida - College of Business Administration
Bachelors of Science, Economics
DAC Bond Public Accounting Firm April 2015 - Present
Convergex 2014 - 2015
35 Technologies June 2011 - June 2014
Applied Strategies Inc. - Senior Project May 2013 - August 2013
Skills
Microsoft Excel, Economics, Finance, Banking, Management, Financial Analysis, Sales, Customer Service, Leadership, Microsoft Project, Microsoft Office, Stata, Corporate Actions, Foreign Tax Credit, ADRs, Capital Markets
Education
University of Central Florida - College of Business Administration
Bachelors of Science, Economics
Joe Brigida's Convergex Experience September 2014 - Present
Job Vice President at Convergex
Industry Financial Services
Experience
Convergex September 2014 - Present
Morgan Stanley December 2006 - September 2014
Morgan Stanley June 2004 - November 2006
Gershon, Pierce August 2001 - June 2004
Professional Golfers Association (PGA) – New Jersey Section March 2000 - July 2001
Skills
Listed Options, Margin, Client Service, Series 7, Options, Equities, Derivatives, Equity Derivatives, Settlement, Securities, Settlements, Middle Office, Management, Financial Services, Risk Management, Client Services, Credit Derivatives, Hedge Funds, Investments, Bloomberg, Asset Management, Portfolio Management, Trading, Market Risk, Fixed Income, Series 63
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1999
BA, Accounting
Seton Hall Preparatory School 1991 — 1995
Assumption School
Assumption School
Convergex September 2014 - Present
Morgan Stanley December 2006 - September 2014
Morgan Stanley June 2004 - November 2006
Gershon, Pierce August 2001 - June 2004
Professional Golfers Association (PGA) – New Jersey Section March 2000 - July 2001
Skills
Listed Options, Margin, Client Service, Series 7, Options, Equities, Derivatives, Equity Derivatives, Settlement, Securities, Settlements, Middle Office, Management, Financial Services, Risk Management, Client Services, Credit Derivatives, Hedge Funds, Investments, Bloomberg, Asset Management, Portfolio Management, Trading, Market Risk, Fixed Income, Series 63
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1999
BA, Accounting
Seton Hall Preparatory School 1991 — 1995
Assumption School
Assumption School
Steve Cathersal Steve Cathersal's Convergex Experience July 2013 - September 2015
Job System Engineer at Amazon
Industry Information Services
Experience
Amazon September 2015 - Present
Convergex July 2013 - September 2015
Thomson Reuters July 2012 - July 2013
International Atomic Energy Agency October 2005 - August 2012
Vulcan 2002 - 2005
Vulcan, Inc. July 2001 - February 2002
sunrise May 1999 - April 2001
PathoGenesis September 1995 - April 1999
Pacific Health Plans 1993 - 1995
Skills
Windows Server, Active Directory, Scripting, Disaster Recovery, Group Policy, Servers, Security, ITIL, Troubleshooting, VMware, Linux, Architecture, Windows, Change Management, VBScript, Windows Server 2008, VMware ESX, Documentation, Powershell, Software Project..., Citrix, SSL VPN, Blackberry Enterprise..., Netbackup, SharePoint, Project Delivery, Project Planning, Security Audits, Computer Security, SCCM, System Administration, System Deployment, VPN, Software Documentation, IT Service Management, Network Administration, Integration, Microsoft Exchange
Education
Seattle University 1986 — 1990
BA, Business Administration
Bellarmine
Amazon September 2015 - Present
Convergex July 2013 - September 2015
Thomson Reuters July 2012 - July 2013
International Atomic Energy Agency October 2005 - August 2012
Vulcan 2002 - 2005
Vulcan, Inc. July 2001 - February 2002
sunrise May 1999 - April 2001
PathoGenesis September 1995 - April 1999
Pacific Health Plans 1993 - 1995
Skills
Windows Server, Active Directory, Scripting, Disaster Recovery, Group Policy, Servers, Security, ITIL, Troubleshooting, VMware, Linux, Architecture, Windows, Change Management, VBScript, Windows Server 2008, VMware ESX, Documentation, Powershell, Software Project..., Citrix, SSL VPN, Blackberry Enterprise..., Netbackup, SharePoint, Project Delivery, Project Planning, Security Audits, Computer Security, SCCM, System Administration, System Deployment, VPN, Software Documentation, IT Service Management, Network Administration, Integration, Microsoft Exchange
Education
Seattle University 1986 — 1990
BA, Business Administration
Bellarmine
Michael Varallo's Convergex Experience November 2014 - Present
Job Head of Digital, Content Marketing, & Social Media at Convergex
Industry Marketing and Advertising
Experience
Convergex November 2014 - Present
Bloomberg LP October 2012 - November 2014
Marketing Consultant (self) July 2012 - October 2012
Mercy (Neu Industries) November 2011 - August 2012
The Center for Positive Marketing at Fordham University August 2011 - May 2012
Blue Fountain Media June 2011 - December 2011
WebMD July 2009 - June 2011
TheMarkets.com July 2007 - June 2009
Merrill Lynch June 2006 - August 2007
Education
Fordham University
BA
Fordham University - Graduate School of Business Administration
MBA
Hun School of Princeton
High School Diploma
Convergex November 2014 - Present
Bloomberg LP October 2012 - November 2014
Marketing Consultant (self) July 2012 - October 2012
Mercy (Neu Industries) November 2011 - August 2012
The Center for Positive Marketing at Fordham University August 2011 - May 2012
Blue Fountain Media June 2011 - December 2011
WebMD July 2009 - June 2011
TheMarkets.com July 2007 - June 2009
Merrill Lynch June 2006 - August 2007
Education
Fordham University
BA
Fordham University - Graduate School of Business Administration
MBA
Hun School of Princeton
High School Diploma
Sierra Zhao Sierra Zhao's Convergex Experience June 2014 - August 2014
Job Boston University Mathematical Finance Graduate Student
Industry Financial Services
Experience
Convergex June 2014 - August 2014
Haitong Securities July 2012 - September 2012
Bank of China July 2011 - September 2011
Skills
Statistics, C++, Matlab, R, Microsoft Excel, Financial Modeling, Python, VBA, KDB+, Bloomberg Terminal, Mathematica, SQL, Access, Visual Basic for..., Photoshop, Drawing, Data Analysis, Fixed Income
Education
Boston University - School of Management 2013 — 2015
Master of Science (MS), Mathematical Finance
Shanghai University 2009 — 2013
Bachelor of Economics, Finance, General
Convergex June 2014 - August 2014
Haitong Securities July 2012 - September 2012
Bank of China July 2011 - September 2011
Skills
Statistics, C++, Matlab, R, Microsoft Excel, Financial Modeling, Python, VBA, KDB+, Bloomberg Terminal, Mathematica, SQL, Access, Visual Basic for..., Photoshop, Drawing, Data Analysis, Fixed Income
Education
Boston University - School of Management 2013 — 2015
Master of Science (MS), Mathematical Finance
Shanghai University 2009 — 2013
Bachelor of Economics, Finance, General
Michael Winberg Michael Winberg's Convergex Experience January 2012 - Present
Job Senior Vice President at Convergex
Industry Financial Services
Experience
Convergex January 2012 - Present
Convergex January 2010 - January 2012
Eze Castle Software April 2007 - December 2009
Interbank Group LLC February 2006 - April 2007
Skills
Trading, Series 7, Series 63, Series 55, Bloomberg, Asset Allocation, Portfolio Management, Foreign Exchange, Hedge Funds, Asset Management, Trading Strategies, ETFs, Trading Systems, Electronic Trading, Fixed Income, FINRA
Education
Bentley University 2003 — 2006
BS, Finance, Business Law
Sacred Heart University 2002 — 2003
Finance
Convergex January 2012 - Present
Convergex January 2010 - January 2012
Eze Castle Software April 2007 - December 2009
Interbank Group LLC February 2006 - April 2007
Skills
Trading, Series 7, Series 63, Series 55, Bloomberg, Asset Allocation, Portfolio Management, Foreign Exchange, Hedge Funds, Asset Management, Trading Strategies, ETFs, Trading Systems, Electronic Trading, Fixed Income, FINRA
Education
Bentley University 2003 — 2006
BS, Finance, Business Law
Sacred Heart University 2002 — 2003
Finance
Joyce Rosely's Convergex Experience March 2015 - Present
Job Managing Director Convergex Group
Industry Banking
Experience
Convergex March 2015 - Present
CIBC June 2013 - January 2015
Deutsche Bank October 2009 - June 2013
Goldman Sachs April 1998 - August 2009
Merrill Lynch June 1992 - April 1998
Skills
Electronic Trading, Equities, Program Trading
Education
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts (B.A.), History
Convergex March 2015 - Present
CIBC June 2013 - January 2015
Deutsche Bank October 2009 - June 2013
Goldman Sachs April 1998 - August 2009
Merrill Lynch June 1992 - April 1998
Skills
Electronic Trading, Equities, Program Trading
Education
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts (B.A.), History
Howard Gillman Howard Gillman's Convergex Experience April 2011 - Present
Job Vice President, Options Trading & Technology, at CONVERGEX
Industry Financial Services
Experience
CONVERGEX April 2011 - Present
Electronic Brokerage Systems LLC / R.C. Sheehan & Associates 2003 - April 2011
Goldman Sachs 2000 - 2003
Susquehanna International Group, LLP (SIG) 2000 - 2000
Credit Agricole Indosuez 1998 - 2000
Morgan Stanley 1984 - 1998
Skills
Options, Equity Derivatives, Trading, Financial Markets, Stock Market, Index Options, Compliance, Series 24, Series 7, Series 4, Series 3, Series 63, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1987
M.B.A., Finance
DePaul University 1979 — 1983
B.S., Finance
CONVERGEX April 2011 - Present
Electronic Brokerage Systems LLC / R.C. Sheehan & Associates 2003 - April 2011
Goldman Sachs 2000 - 2003
Susquehanna International Group, LLP (SIG) 2000 - 2000
Credit Agricole Indosuez 1998 - 2000
Morgan Stanley 1984 - 1998
Skills
Options, Equity Derivatives, Trading, Financial Markets, Stock Market, Index Options, Compliance, Series 24, Series 7, Series 4, Series 3, Series 63, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1987
M.B.A., Finance
DePaul University 1979 — 1983
B.S., Finance
Kristen Doering Kristen Doering's Convergex Experience April 2015 - Present
Job Benefits Manager at Convergex
Industry Human Resources
Experience
Convergex April 2015 - Present
Convergex Group, LLC November 2007 - May 2015
United Independent School District 2003 - 2007
US Trust September 2000 - November 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1997 - 1999
Prudential Securities 1996 - 1997
Skills
Employee Benefits, Recruiting, Employee Training, HRIS, Training, Personnel Management, Employment-based..., Relocation
Education
University of Scranton 1992 — 1996
Communications with a minor in Business
Convergex April 2015 - Present
Convergex Group, LLC November 2007 - May 2015
United Independent School District 2003 - 2007
US Trust September 2000 - November 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1997 - 1999
Prudential Securities 1996 - 1997
Skills
Employee Benefits, Recruiting, Employee Training, HRIS, Training, Personnel Management, Employment-based..., Relocation
Education
University of Scranton 1992 — 1996
Communications with a minor in Business
Steven Epperson Steven Epperson's Convergex Experience June 2013 - January 2015
Job Student at University of Central Florida College of Business Administration
Industry Marketing and Advertising
Experience
Convergex June 2013 - January 2015
State Attorney's Office, 5th Judicial Circuit May 2011 - August 2011
Skills
Legal Documents, Trials, Marketing Strategy, Microsoft Office, PowerPoint, Organizational..., Microsoft Excel, Communication, Time Management
Education
University of Central Florida - College of Business Administration 2010 — 2011
Convergex June 2013 - January 2015
State Attorney's Office, 5th Judicial Circuit May 2011 - August 2011
Skills
Legal Documents, Trials, Marketing Strategy, Microsoft Office, PowerPoint, Organizational..., Microsoft Excel, Communication, Time Management
Education
University of Central Florida - College of Business Administration 2010 — 2011
Audy Cuevas-Ramirez's Convergex Experience November 2011 - May 2013
Job Internal Audit, AVP at Citi
Industry Financial Services
Experience
Citi October 2014 - Present
EXL May 2013 - October 2014
Convergex November 2011 - May 2013
EY September 2008 - September 2011
ICON Capital Corp. 2007 - 2008
Choice Logistics 2005 - 2006
Skills
Auditing, Internal Audit, Accounting, Internal Controls, Analysis, Process Improvement, Business Transformation, MS Visio, Financial Statements, SEC Filings, GAAP, SEC filings, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor's Degree, Accounting
Citi October 2014 - Present
EXL May 2013 - October 2014
Convergex November 2011 - May 2013
EY September 2008 - September 2011
ICON Capital Corp. 2007 - 2008
Choice Logistics 2005 - 2006
Skills
Auditing, Internal Audit, Accounting, Internal Controls, Analysis, Process Improvement, Business Transformation, MS Visio, Financial Statements, SEC Filings, GAAP, SEC filings, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor's Degree, Accounting
Tim Conway Tim Conway's Convergex Experience May 2015 - Present
Job Managing Director at Convergex
Industry Financial Services
Experience
Convergex May 2015 - Present
Airex Inc. December 2014 - May 2015
KCG Holdings, Inc. (formerly Knight Capital Group) August 2013 - October 2014
Knight Capital Americas, L.P. April 2011 - August 2013
Knight Capital Americas, L.P. January 2007 - March 2011
Harborview, LLC May 2003 - March 2006
Instinet, LLC March 2000 - March 2006
Bridge Trading Company 2005 - 2006
Lynch, Jones & Ryan, Inc 1997 - 2005
Lynch, Jones & Ryan, Inc. 1995 - 2000
Skills
Equities, Equity Trading, Trading, Electronic Trading, Securities, Trading Systems, Investments, Risk Management, Hedge Funds, Series 7, Capital Markets, Options, Business Development, Financial Markets, ETFs, Series 63, Fixed Income, Series 24, Investment Banking, FINRA, Bloomberg, Market Data, Sales Management, CRM, Management, Salesforce.com, Derivatives, Cross Selling, Commissioning Management, Key Account Management
Education
Hobart and William Smith Colleges
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE)
Delbarton School
High School
Convergex May 2015 - Present
Airex Inc. December 2014 - May 2015
KCG Holdings, Inc. (formerly Knight Capital Group) August 2013 - October 2014
Knight Capital Americas, L.P. April 2011 - August 2013
Knight Capital Americas, L.P. January 2007 - March 2011
Harborview, LLC May 2003 - March 2006
Instinet, LLC March 2000 - March 2006
Bridge Trading Company 2005 - 2006
Lynch, Jones & Ryan, Inc 1997 - 2005
Lynch, Jones & Ryan, Inc. 1995 - 2000
Skills
Equities, Equity Trading, Trading, Electronic Trading, Securities, Trading Systems, Investments, Risk Management, Hedge Funds, Series 7, Capital Markets, Options, Business Development, Financial Markets, ETFs, Series 63, Fixed Income, Series 24, Investment Banking, FINRA, Bloomberg, Market Data, Sales Management, CRM, Management, Salesforce.com, Derivatives, Cross Selling, Commissioning Management, Key Account Management
Education
Hobart and William Smith Colleges
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE)
Delbarton School
High School
Joe Cangemi's Convergex Experience January 2015 - July 2015
Job Managing Director; Executive Committee Convergex
Industry Financial Services
Experience
Convergex January 2015 - July 2015
Convergex May 2013 - January 2015
Convergex 2007 - 2013
Security Traders Association January 2011 - December 2011
Security Traders Association January 2005 - December 2011
Security Traders Association January 2010 - December 2010
Security Traders Association January 2009 - December 2009
Convergex 2005 - 2007
BNY Mellon 2002 - 2005
Francis P. Maglio & Co., Inc. 1983 - June 2003
Skills
Equity Trading, Trading, Electronic Trading, Trading Systems, Equities, Securities, Options, Hedge Funds, Financial Markets, Trading Strategies, New Business Development, Trading Technology, Executive Leadership, Operations Management, Turnaround Strategy, Regulatory Compliance, Business Strategy, Business Development, Business Planning, Key Client Relationships, Strategic Leadership, Global Business..., Management, Risk Management, Equity Derivatives, Mutual Funds, Finance, International Business, Investment Banking, Capital Markets, Investments
Education
University of Rochester 1979 — 1983
BA, Economics
Chaminade HS 1975 — 1979
Convergex January 2015 - July 2015
Convergex May 2013 - January 2015
Convergex 2007 - 2013
Security Traders Association January 2011 - December 2011
Security Traders Association January 2005 - December 2011
Security Traders Association January 2010 - December 2010
Security Traders Association January 2009 - December 2009
Convergex 2005 - 2007
BNY Mellon 2002 - 2005
Francis P. Maglio & Co., Inc. 1983 - June 2003
Skills
Equity Trading, Trading, Electronic Trading, Trading Systems, Equities, Securities, Options, Hedge Funds, Financial Markets, Trading Strategies, New Business Development, Trading Technology, Executive Leadership, Operations Management, Turnaround Strategy, Regulatory Compliance, Business Strategy, Business Development, Business Planning, Key Client Relationships, Strategic Leadership, Global Business..., Management, Risk Management, Equity Derivatives, Mutual Funds, Finance, International Business, Investment Banking, Capital Markets, Investments
Education
University of Rochester 1979 — 1983
BA, Economics
Chaminade HS 1975 — 1979
Priya D. Gosain's Convergex Experience December 2014 - Present
Job Assistant Vice President at Convergex
Industry Accounting
Experience
Convergex December 2014 - Present
Rouse Properties, Inc. October 2013 - November 2014
Louis Capital Markets December 2007 - October 2013
Lenox Hill Hospital October 2005 - December 2007
Tullett Prebon October 2003 - April 2005
Skills
Financial Reporting, Financial Management, Accounting, Managerial Finance, Microsoft Excel, Financial Analysis, Forecasting, General Ledger, Strategic Financial..., QuickBooks, Finance, Budgets, Financial Modeling, Analysis, Account Reconciliation, Cash Flow, Financial Accounting, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2003
Master of Science (M.S.), Accounting and Finance
Convergex December 2014 - Present
Rouse Properties, Inc. October 2013 - November 2014
Louis Capital Markets December 2007 - October 2013
Lenox Hill Hospital October 2005 - December 2007
Tullett Prebon October 2003 - April 2005
Skills
Financial Reporting, Financial Management, Accounting, Managerial Finance, Microsoft Excel, Financial Analysis, Forecasting, General Ledger, Strategic Financial..., QuickBooks, Finance, Budgets, Financial Modeling, Analysis, Account Reconciliation, Cash Flow, Financial Accounting, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2003
Master of Science (M.S.), Accounting and Finance
Charlie Seremetis Charlie Seremetis's Convergex Experience January 2010 - Present
Job SVP Sell Side Services, Convergex | Brokerage Operations Pro specializing in ATS, compliance & business efficiencies
Industry Financial Services
Experience
Convergex January 2010 - Present
NYFIX July 2007 - December 2009
Deutsche Bank October 2006 - July 2007
NYFIX 2002 - October 2006
NYFIX 1998 - 2002
NYFIX 1994 - 1998
AIG 1993 - 1994
Travelers 1990 - 1993
Skills
ATS Operations, Electronic Trading, Trading Systems, US Equities, Financial Markets, NYSE, Business Process, Trade Cost Analysis, Project Management, P&L Management, Project Delivery, Product Development, Compliance, Securities Regulation, Relationship Management, Financial Accounting, FIX Protocol, SDLC, System Architecture, PL/SQL, Team Building
Education
Syracuse University 1986 — 1990
Bachelor of Science (B.S.), Business Administration, Management Information Systems
New Dorp High School
Convergex January 2010 - Present
NYFIX July 2007 - December 2009
Deutsche Bank October 2006 - July 2007
NYFIX 2002 - October 2006
NYFIX 1998 - 2002
NYFIX 1994 - 1998
AIG 1993 - 1994
Travelers 1990 - 1993
Skills
ATS Operations, Electronic Trading, Trading Systems, US Equities, Financial Markets, NYSE, Business Process, Trade Cost Analysis, Project Management, P&L Management, Project Delivery, Product Development, Compliance, Securities Regulation, Relationship Management, Financial Accounting, FIX Protocol, SDLC, System Architecture, PL/SQL, Team Building
Education
Syracuse University 1986 — 1990
Bachelor of Science (B.S.), Business Administration, Management Information Systems
New Dorp High School
Jennifer Bonello Fabiszewski Jennifer Bonello Fabiszewski's Convergex Experience July 2005 - Present
Job Vice President at Convergex
Industry Financial Services
Experience
Convergex July 2005 - Present
Instinet Incorporated February 2002 - July 2005
Dreyfus August 1999 - February 2002
Skills
Series 7, Series 63, Client Services, Client Relations, Sales, Pension Funds, Trading, Equities, Securities, Account Management
Education
Adelphi University
Bachelor of Arts (B.A.), English Language and Literature, General
Convergex July 2005 - Present
Instinet Incorporated February 2002 - July 2005
Dreyfus August 1999 - February 2002
Skills
Series 7, Series 63, Client Services, Client Relations, Sales, Pension Funds, Trading, Equities, Securities, Account Management
Education
Adelphi University
Bachelor of Arts (B.A.), English Language and Literature, General
Lisa Janke's Convergex Experience 2006 - 2007
Job President
Industry Accounting
Experience
EY 2010 - 2015
HSBC 2008 - 2009
Merrill Lynch 2007 - 2008
ConvergEx 2006 - 2007
Julius Baer 2004 - 2006
Morgan Stanley Investment Management 2002 - 2004
Citigroup 1997 - 2002
Skills
Derivatives, Equities, Financial Reporting, Sarbanes-Oxley Act, Accounting, Finance, Analysis, Managerial Finance, Financial Accounting, Portfolio Management, Account Reconciliation, Cash Management, Internal Audit, Banking, Forecasting, Securities, Auditing, Financial Risk, Financial Services, Management
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BS in BA, Accounting
EY 2010 - 2015
HSBC 2008 - 2009
Merrill Lynch 2007 - 2008
ConvergEx 2006 - 2007
Julius Baer 2004 - 2006
Morgan Stanley Investment Management 2002 - 2004
Citigroup 1997 - 2002
Skills
Derivatives, Equities, Financial Reporting, Sarbanes-Oxley Act, Accounting, Finance, Analysis, Managerial Finance, Financial Accounting, Portfolio Management, Account Reconciliation, Cash Management, Internal Audit, Banking, Forecasting, Securities, Auditing, Financial Risk, Financial Services, Management
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BS in BA, Accounting
Nazia Kamruzzaman Nazia Kamruzzaman's Convergex Experience January 2015 - July 2015
Job Legal Assistant
Industry Higher Education
Experience
Weitz & Luxenberg August 2015 - Present
Convergex January 2015 - July 2015
East Side Community High School January 2014 - September 2014
Simply Kreative Studios December 2013 - July 2014
Chelsea Pharmacy April 2013 - October 2013
Student Leadership & Development Office September 2012 - May 2013
Vice President and President’s Office June 2012 - August 2012
Fordham Law School September 2011 - May 2012
Child and Parent Center May 2011 - September 2011
Skills
Event Planning, Public Speaking, Recruiting, Research, Telephone Skills, Administrative..., Community Outreach, Customer Service, Editing, Fundraising, Higher Education, Invoicing, Social Media, Microsoft Excel, PowerPoint, Microsoft Office
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Psychology
Fordham University: Lincoln Center 2009 — 2013
Bachelor of Science in Psychology, Psychology
Weitz & Luxenberg August 2015 - Present
Convergex January 2015 - July 2015
East Side Community High School January 2014 - September 2014
Simply Kreative Studios December 2013 - July 2014
Chelsea Pharmacy April 2013 - October 2013
Student Leadership & Development Office September 2012 - May 2013
Vice President and President’s Office June 2012 - August 2012
Fordham Law School September 2011 - May 2012
Child and Parent Center May 2011 - September 2011
Skills
Event Planning, Public Speaking, Recruiting, Research, Telephone Skills, Administrative..., Community Outreach, Customer Service, Editing, Fundraising, Higher Education, Invoicing, Social Media, Microsoft Excel, PowerPoint, Microsoft Office
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Psychology
Fordham University: Lincoln Center 2009 — 2013
Bachelor of Science in Psychology, Psychology
Bea Ordonez Bea Ordonez's Convergex Experience 2002 - Present
Job CSuite Financial Services Executive
Industry Financial Services
Experience
Convergex 2002 - Present
G-Trade Services LLC October 1999 - 2002
Marsh & McLennan Companies, Inc. March 1998 - September 1999
PwC June 1996 - March 1998
Arthur Andersen September 1994 - June 1996
Skills
Equities, Securities, Electronic Trading, Trading Systems, Financial Markets, Capital Markets, Hedge Funds, Trading, Equity Trading, Bloomberg, Risk Management, Fixed Income, Derivatives, Options, FINRA, Asset Management, Mergers & Acquisitions, Finance, Investments, FX Options, Prime Brokerage, Banking, Operations Management, Asset Managment, Mergers, Management, Business Strategy..., Strategy Implementation, Strategic Planning, Quality Control, Finance/Treasury..., Business Continuity..., Project Management, Business Analysis, Stakeholder Management, Relationship Management, Process Improvement, Accounting, Financial Accounting, Regulatory Compliance, Global Operations, Business Transformation, Business Strategy, Team Management, Budgeting, Overseas Experience, Strategic Negotiations, Internal Audit, Risk Assessment, Project Planning
Education
Institute of Chartered Accountants in England and Wales 1994 — 1997
C.A., Chartered Accountant, (CPA Equivalent)
University of Nottingham 1990 — 1993
Bachelor of Laws (LLB), Law, Graduated with Honors
Convergex 2002 - Present
G-Trade Services LLC October 1999 - 2002
Marsh & McLennan Companies, Inc. March 1998 - September 1999
PwC June 1996 - March 1998
Arthur Andersen September 1994 - June 1996
Skills
Equities, Securities, Electronic Trading, Trading Systems, Financial Markets, Capital Markets, Hedge Funds, Trading, Equity Trading, Bloomberg, Risk Management, Fixed Income, Derivatives, Options, FINRA, Asset Management, Mergers & Acquisitions, Finance, Investments, FX Options, Prime Brokerage, Banking, Operations Management, Asset Managment, Mergers, Management, Business Strategy..., Strategy Implementation, Strategic Planning, Quality Control, Finance/Treasury..., Business Continuity..., Project Management, Business Analysis, Stakeholder Management, Relationship Management, Process Improvement, Accounting, Financial Accounting, Regulatory Compliance, Global Operations, Business Transformation, Business Strategy, Team Management, Budgeting, Overseas Experience, Strategic Negotiations, Internal Audit, Risk Assessment, Project Planning
Education
Institute of Chartered Accountants in England and Wales 1994 — 1997
C.A., Chartered Accountant, (CPA Equivalent)
University of Nottingham 1990 — 1993
Bachelor of Laws (LLB), Law, Graduated with Honors
Will Volker's Convergex Experience June 2015 - July 2015
Job Summer Intern at Convergex
Industry
Experience
Barnacle Bills Restaurant December 2010 - Present
Convergex June 2015 - July 2015
New York Football Giants May 2015 - May 2015
Snyder's-Lance, Inc. June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Strategic Planning, Public Speaking, Management, Customer Service, Project Management, Microsoft Office, Sales Process, Leadership, Social Networking, Social Media, Event Planning, Sales, Social Media Marketing, Teamwork, Time Management, Business Analysis
Education
Montclair State University 2012 — 2016
Business Administration and Management, General
Barnacle Bills Restaurant December 2010 - Present
Convergex June 2015 - July 2015
New York Football Giants May 2015 - May 2015
Snyder's-Lance, Inc. June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Strategic Planning, Public Speaking, Management, Customer Service, Project Management, Microsoft Office, Sales Process, Leadership, Social Networking, Social Media, Event Planning, Sales, Social Media Marketing, Teamwork, Time Management, Business Analysis
Education
Montclair State University 2012 — 2016
Business Administration and Management, General
Steven Kushner's Convergex Experience 1998 - 2015
Job Senior Manager Brokerage Post Trade Applications Middle and Back Office
Industry Financial Services
Experience
ConvergEx 1998 - 2015
TPG Financial Services 1996 - 1998
ESI Brokerage 1990 - 1996
Skills
Trading Systems, Trading, Electronic Trading, Back Office, Fixed Income, Settlement, Integration, Clearing and Settlement..., Equities, Securities, Middle Office, Market Data, Financial Markets, Options, Capital Markets, Bloomberg, Derivatives, Business Analysis, Equity Trading, Series 99, Complex Problems, Hedge Funds
Education
State University of New York at Albany
Bachelor’s Degree, Major in Economics with Minors in Philosophy and Literature
Northeastern University
Business Management and Philosophy
ConvergEx 1998 - 2015
TPG Financial Services 1996 - 1998
ESI Brokerage 1990 - 1996
Skills
Trading Systems, Trading, Electronic Trading, Back Office, Fixed Income, Settlement, Integration, Clearing and Settlement..., Equities, Securities, Middle Office, Market Data, Financial Markets, Options, Capital Markets, Bloomberg, Derivatives, Business Analysis, Equity Trading, Series 99, Complex Problems, Hedge Funds
Education
State University of New York at Albany
Bachelor’s Degree, Major in Economics with Minors in Philosophy and Literature
Northeastern University
Business Management and Philosophy
Frederick Arnold Frederick Arnold's Convergex Experience July 2015 - Present
Job Chief Financial Officer at Convergex
Industry Venture Capital & Private Equity
Experience
Convergex July 2015 - Present
Lehman Brothers Holdings Inc. 2012 - Present
Corporate Capital Trust 2011 - Present
Capmark September 2009 - 2011
Masonite February 2006 - October 2007
Willis 2000 - 2004
Smith Barney 1991 - 1995
Lehman Brothers Kuhn Loeb and Successors 1980 - 1989
Education
Amherst College
BA, Economics
The Queen's College, Oxford
Master's degree, Jurisprudence
Yale Law School
Doctor of Law (JD)
Convergex July 2015 - Present
Lehman Brothers Holdings Inc. 2012 - Present
Corporate Capital Trust 2011 - Present
Capmark September 2009 - 2011
Masonite February 2006 - October 2007
Willis 2000 - 2004
Smith Barney 1991 - 1995
Lehman Brothers Kuhn Loeb and Successors 1980 - 1989
Education
Amherst College
BA, Economics
The Queen's College, Oxford
Master's degree, Jurisprudence
Yale Law School
Doctor of Law (JD)
David Glock's Convergex Experience May 2009 - Present
Job Vice President at Convergex
Industry Financial Services
Experience
Convergex May 2009 - Present
Skills
Capital Markets, Equities, Equity Trading, Financial Markets, Trading Systems, Bloomberg, Derivatives
Education
Boston College 2005 — 2009
Bachelor’s Degree, Economics
Convergex May 2009 - Present
Skills
Capital Markets, Equities, Equity Trading, Financial Markets, Trading Systems, Bloomberg, Derivatives
Education
Boston College 2005 — 2009
Bachelor’s Degree, Economics
Dody Schroth Dody Schroth's Convergex Experience 2001 - 2011
Job Business Development and Relationship Manager at E2W Limited
Industry Financial Services
Experience
E2W Limited May 2012 - Present
Convergex 2001 - 2011
Credit Suisse 1999 - 2001
Autranet (Subsidiary of Donaldson, Lufkin & Jenrette) 1985 - 1999
Shearson Lehman American Express/Lehman Brothers 1983 - 1985
Skills
Financial Services, Business Development, Relationship Management, CRM, Sales, Marketing, Trading Systems, Market Data, Wealth Management, Asset Management, Equities, Fixed Income, Financial Markets, Capital Markets, Securities, Investments, Asset Managment, Back Office, Financial Risk, FINRA, Risk Management, Corporate Actions, Investment Management, Investment Strategies, Management, Equity Trading, Lead Generation, Competitive Analysis, Mutual Funds, Prime Brokerage, Finance, Vendor Management
Education
International School of Brussels
Skidmore College
BA
E2W Limited May 2012 - Present
Convergex 2001 - 2011
Credit Suisse 1999 - 2001
Autranet (Subsidiary of Donaldson, Lufkin & Jenrette) 1985 - 1999
Shearson Lehman American Express/Lehman Brothers 1983 - 1985
Skills
Financial Services, Business Development, Relationship Management, CRM, Sales, Marketing, Trading Systems, Market Data, Wealth Management, Asset Management, Equities, Fixed Income, Financial Markets, Capital Markets, Securities, Investments, Asset Managment, Back Office, Financial Risk, FINRA, Risk Management, Corporate Actions, Investment Management, Investment Strategies, Management, Equity Trading, Lead Generation, Competitive Analysis, Mutual Funds, Prime Brokerage, Finance, Vendor Management
Education
International School of Brussels
Skidmore College
BA
Hannah Carey Hannah Carey's Convergex Experience June 2015 - Present
Job Intern at Convergex
Industry Higher Education
Experience
Convergex June 2015 - Present
CHANEL May 2014 - August 2014
The Larrison Group LLC February 2014 - May 2014
Ralph Lauren April 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, Journalism, Social Media, Social Media Marketing, Spanish, Online Research, Training, Editing, Marketing Strategy, Research, Event Planning
Education
Georgetown University 2012 — 2016
Bachelor of Arts (B.A.), Business/Managerial Economics
Oak Knoll School 1999 — 2012
Convergex June 2015 - Present
CHANEL May 2014 - August 2014
The Larrison Group LLC February 2014 - May 2014
Ralph Lauren April 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, Journalism, Social Media, Social Media Marketing, Spanish, Online Research, Training, Editing, Marketing Strategy, Research, Event Planning
Education
Georgetown University 2012 — 2016
Bachelor of Arts (B.A.), Business/Managerial Economics
Oak Knoll School 1999 — 2012
Leon Armstrong III's Convergex Experience March 2014 - Present
Job Accounts Receivable Associate at Convergex
Industry Financial Services
Experience
Convergex March 2014 - Present
Skills
Accounting
Education
University of Central Florida 2006 — 2010
Bachelor's degree, Finance, General
Convergex March 2014 - Present
Skills
Accounting
Education
University of Central Florida 2006 — 2010
Bachelor's degree, Finance, General
Michael Dirla Michael Dirla's Convergex Experience August 2015 - Present
Job Equity Trading Fall Analyst at Convergex
Industry Banking
Experience
Convergex August 2015 - Present
KPMG US June 2015 - August 2015
Borger Financial Services December 2013 - May 2015
UBS June 2014 - August 2014
TD Bank September 2012 - June 2013
Toys R Us September 2011 - September 2012
Skills
Customer Service, Time Management, Sales, Microsoft Word, Banking, Teamwork, Retail, Management, Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Photoshop, Customer Satisfaction, Marketing, Outlook, Social Media Marketing, Project Management
Education
Rutgers University-New Brunswick 2013 — 2017
Bachelor of Science (BS), Finance, 3.90/4.00
Bridgewater Raritan High School 2009 — 2013
Convergex August 2015 - Present
KPMG US June 2015 - August 2015
Borger Financial Services December 2013 - May 2015
UBS June 2014 - August 2014
TD Bank September 2012 - June 2013
Toys R Us September 2011 - September 2012
Skills
Customer Service, Time Management, Sales, Microsoft Word, Banking, Teamwork, Retail, Management, Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Photoshop, Customer Satisfaction, Marketing, Outlook, Social Media Marketing, Project Management
Education
Rutgers University-New Brunswick 2013 — 2017
Bachelor of Science (BS), Finance, 3.90/4.00
Bridgewater Raritan High School 2009 — 2013
Mike Cranston's Convergex Experience June 2015 - Present
Job Convergex
Industry Financial Services
Experience
Convergex June 2015 - Present
TD Ameritrade June 2014 - August 2014
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Time Management
Education
Adelphi University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Convergex June 2015 - Present
TD Ameritrade June 2014 - August 2014
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Time Management
Education
Adelphi University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Elizabeth Tart's Convergex Experience August 2013 - Present
Job FIX Connectivity Analyst
Industry Financial Services
Experience
Convergex August 2013 - Present
Walt Disney World May 2011 - August 2013
Hooters of America March 2011 - May 2011
India Blue Restaurant July 2010 - February 2011
Skills
Event Planning, Personal Budgeting, Organization, Customer Service, Creative Writing, Creative Strategy, Creative Services, Creative Solutions, Networking, High Pressure Situations, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Time Management, Public Speaking, Leadership, Teamwork, Social Networking, Communication, Strategic Planning, Team Leadership, Marketing, Social Media Marketing, Facebook, Event Management, Sales
Education
University of Central Florida 2006 — 2010
Bachelor of Arts, Humanities, Creative Writing
William T. Dwyer Community High School 2002 — 2006
High School Diploma, Certificate from Academy of Finance
Convergex August 2013 - Present
Walt Disney World May 2011 - August 2013
Hooters of America March 2011 - May 2011
India Blue Restaurant July 2010 - February 2011
Skills
Event Planning, Personal Budgeting, Organization, Customer Service, Creative Writing, Creative Strategy, Creative Services, Creative Solutions, Networking, High Pressure Situations, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Time Management, Public Speaking, Leadership, Teamwork, Social Networking, Communication, Strategic Planning, Team Leadership, Marketing, Social Media Marketing, Facebook, Event Management, Sales
Education
University of Central Florida 2006 — 2010
Bachelor of Arts, Humanities, Creative Writing
William T. Dwyer Community High School 2002 — 2006
High School Diploma, Certificate from Academy of Finance
Heather Sisler Heather Sisler's Convergex Experience March 2008 - Present
Job Corporate Secretary and Senior Vice President/CAO of Compliance & Legal at ConvergEx Group
Industry Financial Services
Experience
Convergex March 2008 - Present
The Bank of New York 2002 - 2007
Skills
Strategic Planning, Market Data, Strategy, Bloomberg, Insurance, Management, Securities, Equities, Hedge Funds, Financial Services, Capital Markets, Leadership, Asset Management, Private Equity, Investments, Corporate Law, Sales, Team Building, Public Speaking, Project Management, Risk Management, Program Management
Education
Montclair State University
Bachelor of Science (BS), Psychology, summa cum laude
Convergex March 2008 - Present
The Bank of New York 2002 - 2007
Skills
Strategic Planning, Market Data, Strategy, Bloomberg, Insurance, Management, Securities, Equities, Hedge Funds, Financial Services, Capital Markets, Leadership, Asset Management, Private Equity, Investments, Corporate Law, Sales, Team Building, Public Speaking, Project Management, Risk Management, Program Management
Education
Montclair State University
Bachelor of Science (BS), Psychology, summa cum laude
Daniel Horowitz Daniel Horowitz's Convergex Experience May 2015 - Present
Job Financial Analyst at Convergex
Industry Financial Services
Experience
Convergex May 2015 - Present
ConvergEx Group December 2012 - May 2015
Estee Lauder Group of Companies October 2012 - December 2012
Rochester Tax Service January 2012 - April 2012
Cobblestone Country Federal Credit Union May 2011 - August 2011
Common Ground May 2010 - August 2010
Stop and Shop January 2005 - January 2008
Skills
Accounting, Income Tax, Finance, Financial Analysis, Financial Statements, Financial Reporting
Education
State University of New York College at Brockport 2009 — 2012
Bachelor of Science (BS), Accounting
University at Albany, SUNY
Bachelor's degree, Accounting
Convergex May 2015 - Present
ConvergEx Group December 2012 - May 2015
Estee Lauder Group of Companies October 2012 - December 2012
Rochester Tax Service January 2012 - April 2012
Cobblestone Country Federal Credit Union May 2011 - August 2011
Common Ground May 2010 - August 2010
Stop and Shop January 2005 - January 2008
Skills
Accounting, Income Tax, Finance, Financial Analysis, Financial Statements, Financial Reporting
Education
State University of New York College at Brockport 2009 — 2012
Bachelor of Science (BS), Accounting
University at Albany, SUNY
Bachelor's degree, Accounting
Scott Gutmanstein Scott Gutmanstein's Convergex Experience January 2013 - Present
Job Associate General Counsel at Convergex Group
Industry Law Practice
Experience
Convergex January 2013 - Present
Lehman & Eilen LLP September 2007 - January 2013
Bracewell & Giuliani LLP July 2006 - August 2007
Bingham McCutchen September 2005 - June 2006
Skills
Broker-Dealer, Legal Compliance, FINRA, Financial Regulation, Securities Regulation, Capital Markets, Securities, Financial Services, Cross-border..., AML, IPO, USA PATRIOT Act, KYC, Arbitration, Corporate Governance, Litigation, OFAC, Corporate Law, Due Diligence, Hedge Funds, Bankruptcy, Private Placements, Privacy Law, Legal Research, Mergers, Mutual Funds, SEC, Bank Secrecy Act, Legal Writing, Anti Money Laundering, Equities
Education
Pace University School of Law 2001 — 2005
JD
Baruch College, City University of New York (CUNY) 1993 — 1999
MBA, Finance
University at Albany, SUNY 1987 — 1990
BA, Economics
Plainview-Old Bethpage JFK High School 1982 — 1986
HS
Convergex January 2013 - Present
Lehman & Eilen LLP September 2007 - January 2013
Bracewell & Giuliani LLP July 2006 - August 2007
Bingham McCutchen September 2005 - June 2006
Skills
Broker-Dealer, Legal Compliance, FINRA, Financial Regulation, Securities Regulation, Capital Markets, Securities, Financial Services, Cross-border..., AML, IPO, USA PATRIOT Act, KYC, Arbitration, Corporate Governance, Litigation, OFAC, Corporate Law, Due Diligence, Hedge Funds, Bankruptcy, Private Placements, Privacy Law, Legal Research, Mergers, Mutual Funds, SEC, Bank Secrecy Act, Legal Writing, Anti Money Laundering, Equities
Education
Pace University School of Law 2001 — 2005
JD
Baruch College, City University of New York (CUNY) 1993 — 1999
MBA, Finance
University at Albany, SUNY 1987 — 1990
BA, Economics
Plainview-Old Bethpage JFK High School 1982 — 1986
HS
Emily Guglielmo's Convergex Experience May 2015 - Present
Job Butler University Student Finance Major
Industry
Experience
Convergex May 2015 - Present
Shop Mele June 2014 - December 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership
Education
Butler University 2013 — 2017
Finance, Junior
Convergex May 2015 - Present
Shop Mele June 2014 - December 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership
Education
Butler University 2013 — 2017
Finance, Junior
Alex Kahn Alex Kahn's Convergex Experience April 2011 - July 2013
Job Senior Investment Analyst at HavenBrook Homes
Industry Real Estate
Experience
HavenBrook Homes May 2015 - Present
HavenBrook Homes December 2013 - Present
Convergex April 2011 - July 2013
Convergex June 2010 - April 2011
MFA Financial Inc. May 2009 - August 2009
Skills
Portfolio Management, Risk Management, Equities, Investments, Trading, Analysis, Due Diligence, Product Management, Process Improvement, Leadership, Microsoft Excel, Management, Negotiation, Real Estate, Investment Properties, Project Management
Education
Emory University 2006 — 2010
BBA, Finance and Consulting & Venture Management
HavenBrook Homes May 2015 - Present
HavenBrook Homes December 2013 - Present
Convergex April 2011 - July 2013
Convergex June 2010 - April 2011
MFA Financial Inc. May 2009 - August 2009
Skills
Portfolio Management, Risk Management, Equities, Investments, Trading, Analysis, Due Diligence, Product Management, Process Improvement, Leadership, Microsoft Excel, Management, Negotiation, Real Estate, Investment Properties, Project Management
Education
Emory University 2006 — 2010
BBA, Finance and Consulting & Venture Management
Brock Levin's Convergex Experience July 2012 - Present
Job VP, Connectivity at Convergex
Industry Financial Services
Experience
Convergex July 2012 - Present
Convergex February 2010 - July 2012
Ocwen Loan Servicing July 2007 - July 2010
Emerald Mortgage Group January 2003 - July 2007
Skills
Equities, Trading Systems, Asset Management, Loans, Capital Markets, Mortgage Lending, Trading, Bloomberg, Investments, Securities, Electronic Trading, Equity Trading, Financial Markets
Education
Indiana University - Kelley School of Business 1999 — 2002
Convergex July 2012 - Present
Convergex February 2010 - July 2012
Ocwen Loan Servicing July 2007 - July 2010
Emerald Mortgage Group January 2003 - July 2007
Skills
Equities, Trading Systems, Asset Management, Loans, Capital Markets, Mortgage Lending, Trading, Bloomberg, Investments, Securities, Electronic Trading, Equity Trading, Financial Markets
Education
Indiana University - Kelley School of Business 1999 — 2002
Brendan Blank's Convergex Experience January 2008 - March 2008
Job Project Manager
Industry Renewables & Environment
Experience
Locus Energy April 2015 - Present
SNL Financial June 2013 - October 2014
Solar One October 2012 - January 2013
L&B Language School April 2009 - January 2010
Convergex January 2008 - March 2008
Convergex September 2005 - January 2008
Skills
Energy, Spanish, Microsoft Excel, Analysis, Sustainability, International Business, Microfinance, Economics, Management, Wiffle Ball, Renewable Energy, Solar PV
Education
New York University
M.S. Energy & Environmental Policy
Universidad Escuela de Administración y Finanzas y Tecnologías
Intensive Spanish Program
University of Rhode Island
B.S. Finance
National Outdoor Leadership School (NOLS)
Locus Energy April 2015 - Present
SNL Financial June 2013 - October 2014
Solar One October 2012 - January 2013
L&B Language School April 2009 - January 2010
Convergex January 2008 - March 2008
Convergex September 2005 - January 2008
Skills
Energy, Spanish, Microsoft Excel, Analysis, Sustainability, International Business, Microfinance, Economics, Management, Wiffle Ball, Renewable Energy, Solar PV
Education
New York University
M.S. Energy & Environmental Policy
Universidad Escuela de Administración y Finanzas y Tecnologías
Intensive Spanish Program
University of Rhode Island
B.S. Finance
National Outdoor Leadership School (NOLS)
Jose R Quintana's Convergex Experience January 2008 - Present
Job ConvergEx Group
Industry Financial Services
Experience
ConvergEx January 2008 - Present
Nasdaq Stock Market 1997 - 2004
IMS Business Systems 1993 - 1997
JP Morgan 1987 - 1993
Skills
Trading Systems, Electronic Trading, Market Data, Hedge Funds, Equities, Capital Markets, Trading, Options, Equity Trading, Strategy, Financial Markets, Fixed Income, Securities
Education
Fordham University 1982 — 1986
ConvergEx January 2008 - Present
Nasdaq Stock Market 1997 - 2004
IMS Business Systems 1993 - 1997
JP Morgan 1987 - 1993
Skills
Trading Systems, Electronic Trading, Market Data, Hedge Funds, Equities, Capital Markets, Trading, Options, Equity Trading, Strategy, Financial Markets, Fixed Income, Securities
Education
Fordham University 1982 — 1986
Patrick Dolan's Convergex Experience June 2007 - Present
Job Senior Vice President, Global Equity Sales/Electronic Trading at CONVERGEX
Industry Events Services
Experience
CONVERGEX June 2007 - Present
Skills
Electronic Trading, Options, Trading, Equities, Trading Systems, Equity Trading, Series 7, Financial Services, Financial Markets, Securities, Capital Markets, Risk Management, Mutual Funds, FX Options, Proprietary Trading, Investments, Fixed Income, Market Data, Bloomberg, Trading Strategies, Traders, Series 63, Series 24, Finance, Equity Derivatives, Derivatives, Bonds, Middle Office, Relationship Manager, Sell Side, Market Structure, Order Management, Back Office, Dark Pools, Direct Market Access, Market Making, Commodity, Series 4, FINRA, Hedge Funds, FX Trading, Relationship Management, Sales
Education
Iona College 1990 — 1993
Bachelor of Arts (B.A.), Business Administration, Finance
CONVERGEX June 2007 - Present
Skills
Electronic Trading, Options, Trading, Equities, Trading Systems, Equity Trading, Series 7, Financial Services, Financial Markets, Securities, Capital Markets, Risk Management, Mutual Funds, FX Options, Proprietary Trading, Investments, Fixed Income, Market Data, Bloomberg, Trading Strategies, Traders, Series 63, Series 24, Finance, Equity Derivatives, Derivatives, Bonds, Middle Office, Relationship Manager, Sell Side, Market Structure, Order Management, Back Office, Dark Pools, Direct Market Access, Market Making, Commodity, Series 4, FINRA, Hedge Funds, FX Trading, Relationship Management, Sales
Education
Iona College 1990 — 1993
Bachelor of Arts (B.A.), Business Administration, Finance
Kelli Crudo Annequin's Convergex Experience April 2015 - Present
Job Chief Marketing Officer & Managing Director
Industry Financial Services
Experience
Convergex April 2015 - Present
Jane Street Capital December 2013 - April 2015
Knight Capital Group July 2009 - December 2013
Weeden & Co./Pragma January 2009 - July 2009
Citigroup August 2006 - January 2009
Skills
Series 7, Equities, Business Strategy, Electronic Trading, Salesforce.com, Marketing, FX Options, Series 63, Hedge Funds, Financial Services, Management, Trading, Financial Markets, Portfolio Management, Investments
Education
The Wharton School, University of Pennsylvania
Executive Education, Marketing
The French Culinary Institute, New York, NY
The Essentials of Fine Cooking
Temple University, Philadelphia, PA
Bachelor of Business Administration (B.B.A.), Double Major: International Business & Marketing and Business Law
Convergex April 2015 - Present
Jane Street Capital December 2013 - April 2015
Knight Capital Group July 2009 - December 2013
Weeden & Co./Pragma January 2009 - July 2009
Citigroup August 2006 - January 2009
Skills
Series 7, Equities, Business Strategy, Electronic Trading, Salesforce.com, Marketing, FX Options, Series 63, Hedge Funds, Financial Services, Management, Trading, Financial Markets, Portfolio Management, Investments
Education
The Wharton School, University of Pennsylvania
Executive Education, Marketing
The French Culinary Institute, New York, NY
The Essentials of Fine Cooking
Temple University, Philadelphia, PA
Bachelor of Business Administration (B.B.A.), Double Major: International Business & Marketing and Business Law
Nick Palumbo's Convergex Experience February 2015 - Present
Job SVP Global Algorithmic Trading at Convergex
Industry Capital Markets
Experience
Convergex February 2015 - Present
KCG Holdings, Inc. July 2006 - November 2014
Citigroup 2005 - 2006
Aquifer Capital Management 2004 - 2005
Skills
Trading, Equities, Trading Systems, Capital Markets, Fixed Income, Financial Markets, Equity Trading, Electronic Trading, programmatic advertising, Statistical Data..., Statistical Modeling, ETFs
Education
Stony Brook University 1991 — 1995
BA, Economics and Sociology
Convergex February 2015 - Present
KCG Holdings, Inc. July 2006 - November 2014
Citigroup 2005 - 2006
Aquifer Capital Management 2004 - 2005
Skills
Trading, Equities, Trading Systems, Capital Markets, Fixed Income, Financial Markets, Equity Trading, Electronic Trading, programmatic advertising, Statistical Data..., Statistical Modeling, ETFs
Education
Stony Brook University 1991 — 1995
BA, Economics and Sociology
Andrew Muren's Convergex Experience December 2010 - April 2013
Job Associate Director, Systems Engineering at Eze Software Group / RealTick EMS
Industry Financial Services
Experience
Eze Software Group April 2013 - Present
Convergex December 2010 - April 2013
Barclays August 2008 - December 2010
Lehman Brothers September 2005 - August 2008
Townsend Analytics, Ltd. April 2004 - September 2005
Townsend Analytics, Ltd. September 2002 - April 2004
Skills
Trading Systems, Electronic Trading, Low Latency, Market Data, Options, Financial Markets, Equities, Trading
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science in Business Administration, Management Information Systems
Eze Software Group April 2013 - Present
Convergex December 2010 - April 2013
Barclays August 2008 - December 2010
Lehman Brothers September 2005 - August 2008
Townsend Analytics, Ltd. April 2004 - September 2005
Townsend Analytics, Ltd. September 2002 - April 2004
Skills
Trading Systems, Electronic Trading, Low Latency, Market Data, Options, Financial Markets, Equities, Trading
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science in Business Administration, Management Information Systems
Bruce Ostrover's Convergex Experience 2000 - Present
Job CTO, Global Development Manager | Entrepreneurial Innovation | Strategic and Engaging Leader
Industry Financial Services
Experience
Convergex 2000 - Present
Global Trade Management Systems 1999 - 2000
F.I.R.M. Solutions, Inc. 1992 - 2000
Skills
Electronic Trading, Trading Systems, Market Data, Equities, Equity Trading, Options, Financial Markets, Trading, Capital Markets, Management, Hedge Funds, Derivatives, Risk Management, Strategic Planning, Consulting, .NET, Strategic Partnerships, Software Development, Manage Complex Projects, Software Project..., Quality Assurance, CEP, Team Building, Complex Project..., FinTech
Education
Binghamton University 1981 — 1985
Bachelor of Science (B.S.), Computer Science and Mathematics
Convergex 2000 - Present
Global Trade Management Systems 1999 - 2000
F.I.R.M. Solutions, Inc. 1992 - 2000
Skills
Electronic Trading, Trading Systems, Market Data, Equities, Equity Trading, Options, Financial Markets, Trading, Capital Markets, Management, Hedge Funds, Derivatives, Risk Management, Strategic Planning, Consulting, .NET, Strategic Partnerships, Software Development, Manage Complex Projects, Software Project..., Quality Assurance, CEP, Team Building, Complex Project..., FinTech
Education
Binghamton University 1981 — 1985
Bachelor of Science (B.S.), Computer Science and Mathematics
J. David Cross's Convergex Experience April 2012 - Present
Job Managing Director at ConvergEx LiquidPoint
Industry Capital Markets
Experience
Convergex April 2012 - Present
BNY-ConvergEx LiquidPoint March 2008 - May 2012
SCCM LLC November 2006 - November 2007
UBS Wealth Management June 2003 - February 2006
Education
Lake Forest College
Convergex April 2012 - Present
BNY-ConvergEx LiquidPoint March 2008 - May 2012
SCCM LLC November 2006 - November 2007
UBS Wealth Management June 2003 - February 2006
Education
Lake Forest College
Sewhan Bahk's Convergex Experience March 2009 - Present
Job FIX Support at CONVERGEX
Industry Information Technology and Services
Experience
CONVERGEX March 2009 - Present
Credit Suisse July 2007 - February 2009
Bloomberg May 2000 - July 2008
Education
Montclair State University 1995 — 1997
MS, Computer Science
Kyung Hee University 1981 — 1985
Bachelor's degree, Mathematics
CONVERGEX March 2009 - Present
Credit Suisse July 2007 - February 2009
Bloomberg May 2000 - July 2008
Education
Montclair State University 1995 — 1997
MS, Computer Science
Kyung Hee University 1981 — 1985
Bachelor's degree, Mathematics
Susan Lucanto's Convergex Experience August 2013 - January 2015
Job Financial Services
Industry Financial Services
Experience
Convergex August 2013 - January 2015
Citibank, N.A. 1997 - August 2013
Skills
Mergers, Emerging Markets, Banking, Fixed Income, Equities, Capital Markets, Leadership, Financial Markets, Mergers & Acquisitions, Investment Banking, Securities, Corporate Actions, Risk Management, CRM, Financial Services, Management
Education
Purdue University 1977 — 1982
Bachelor of Industrial Management with a minor in Aeronautical Engineering, Industrial Management
Purdue University - Krannert School of Management
BSIM, Major: Industrial Management/Minor: Aeronautical Engineering
Convergex August 2013 - January 2015
Citibank, N.A. 1997 - August 2013
Skills
Mergers, Emerging Markets, Banking, Fixed Income, Equities, Capital Markets, Leadership, Financial Markets, Mergers & Acquisitions, Investment Banking, Securities, Corporate Actions, Risk Management, CRM, Financial Services, Management
Education
Purdue University 1977 — 1982
Bachelor of Industrial Management with a minor in Aeronautical Engineering, Industrial Management
Purdue University - Krannert School of Management
BSIM, Major: Industrial Management/Minor: Aeronautical Engineering
Christine Plunkett's Convergex Experience August 2009 - August 2015
Job Administrative Assistant at Aquiline Capital Partners
Industry Financial Services
Experience
Aquiline Capital Partners August 2015 - Present
ConvergEx August 2009 - August 2015
Ernst & Young May 2008 - January 2009
Skills
Event Planning, Microsoft Excel, Marketing, Sales, PowerPoint, Microsoft Office, Outlook, Social Media, Microsoft Word, Marketing Communications, Account Management, Budgets, Advertising, Investments, Management, Social Media Marketing
Education
Marist College 2003 — 2007
Aquiline Capital Partners August 2015 - Present
ConvergEx August 2009 - August 2015
Ernst & Young May 2008 - January 2009
Skills
Event Planning, Microsoft Excel, Marketing, Sales, PowerPoint, Microsoft Office, Outlook, Social Media, Microsoft Word, Marketing Communications, Account Management, Budgets, Advertising, Investments, Management, Social Media Marketing
Education
Marist College 2003 — 2007
Linda Eliasson's Convergex Experience April 2014 - Present
Job Executive Assistant to CEO at ConvergEx Group
Industry Financial Services
Experience
Convergex April 2014 - Present
NASDAQ OMX October 2008 - April 2014
BTS September 2007 - October 2008
Confidential April 2001 - October 2007
Skills
Executive..., Management, Leadership, Management Consulting, Human Resources, Business Strategy, Leadership Development, Strategic Planning, Microsoft Office, Strategy
Education
City University of New York-Hunter College 2001 — 2004
BA, Anthropology/Psychology
Convergex April 2014 - Present
NASDAQ OMX October 2008 - April 2014
BTS September 2007 - October 2008
Confidential April 2001 - October 2007
Skills
Executive..., Management, Leadership, Management Consulting, Human Resources, Business Strategy, Leadership Development, Strategic Planning, Microsoft Office, Strategy
Education
City University of New York-Hunter College 2001 — 2004
BA, Anthropology/Psychology
Alan Zeng's Convergex Experience June 2010 - November 2014
Job Manager at Zero Productivity Art & Design | Billing | Operations | Looking for Opportunities in Art/Marketing/Tech
Industry Financial Services
Experience
Zero Productivity Art & Design November 2013 - Present
Convergex June 2010 - November 2014
Convergex July 2008 - June 2010
Unigo LLC February 2008 - June 2008
Skills
Microsoft Office, Market Data, Databases, Technical Analysis, Analytics, Billing Systems, SQL, OS X, Social Media Marketing, Microsoft Excel, Account Management, Accounts Payable, Brand Awareness, Client Billing, Client Relations, CMS, Contract Management, Copy Editing, Copywriting, DoubleClick, Data Entry, Data Management, Digital Marketing, Digital Media, Digital Photography, E-commerce, Final Cut Pro, HTML, Google Adwords, Google Analytics, Google Apps, iWork, Market Research, Online Advertising, Operations Management, Pivot Tables, Photoshop, Sales Operations, SEO, SEM, Technical Support, Website Development, WordPress, YouTube
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Zero Productivity Art & Design November 2013 - Present
Convergex June 2010 - November 2014
Convergex July 2008 - June 2010
Unigo LLC February 2008 - June 2008
Skills
Microsoft Office, Market Data, Databases, Technical Analysis, Analytics, Billing Systems, SQL, OS X, Social Media Marketing, Microsoft Excel, Account Management, Accounts Payable, Brand Awareness, Client Billing, Client Relations, CMS, Contract Management, Copy Editing, Copywriting, DoubleClick, Data Entry, Data Management, Digital Marketing, Digital Media, Digital Photography, E-commerce, Final Cut Pro, HTML, Google Adwords, Google Analytics, Google Apps, iWork, Market Research, Online Advertising, Operations Management, Pivot Tables, Photoshop, Sales Operations, SEO, SEM, Technical Support, Website Development, WordPress, YouTube
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Chris Masciale's Convergex Experience October 2007 - Present
Job Senior Vice President at ConvergEx Group
Industry Financial Services
Experience
Convergex October 2007 - Present
American Stock Exchange May 1999 - October 2007
ICAP (Garban) July 1988 - April 1999
Skills
Market Data, Project Management, Financial Analysis, Capital Markets, Equities, Electronic Trading, Business Analysis, Financial Markets, SDLC, Vendor Management, Trading Systems, Derivatives
Education
Seton Hall University 1992 — 1996
MBA, MBA - Information Systems
Norwich University 1984 — 1988
BS, Computer Science Engineering
Convergex October 2007 - Present
American Stock Exchange May 1999 - October 2007
ICAP (Garban) July 1988 - April 1999
Skills
Market Data, Project Management, Financial Analysis, Capital Markets, Equities, Electronic Trading, Business Analysis, Financial Markets, SDLC, Vendor Management, Trading Systems, Derivatives
Education
Seton Hall University 1992 — 1996
MBA, MBA - Information Systems
Norwich University 1984 — 1988
BS, Computer Science Engineering
Jon Simblist's Convergex Experience September 2015 - Present
Job Managing Director ConvergEx Liquidpoint
Industry Financial Services
Experience
Convergex September 2015 - Present
Instinet Corporation November 2010 - Present
Barclays Capital June 2010 - October 2010
Macro Risk Advisors September 2008 - May 2010
Banc of America Securities 2004 - 2008
Skills
Derivatives, Trading, Electronic Trading, Equity Trading, Options, Equity Derivatives, Hedge Funds, Bloomberg, Series 7, Series 63, Trading Strategies
Education
University of Rhode Island - College of Business Administration 1997 — 2001
BA, International Business
Convergex September 2015 - Present
Instinet Corporation November 2010 - Present
Barclays Capital June 2010 - October 2010
Macro Risk Advisors September 2008 - May 2010
Banc of America Securities 2004 - 2008
Skills
Derivatives, Trading, Electronic Trading, Equity Trading, Options, Equity Derivatives, Hedge Funds, Bloomberg, Series 7, Series 63, Trading Strategies
Education
University of Rhode Island - College of Business Administration 1997 — 2001
BA, International Business
Justin Pappas's Convergex Experience March 2015 - Present
Job Vice President at ConvergEx
Industry Financial Services
Experience
Convergex March 2015 - Present
ConvergEx April 2009 - March 2015
Eze Castle Software March 2007 - April 2009
Merrill Lynch September 2005 - March 2007
Cardinal Logistics April 2004 - October 2004
Skills
Trading Systems, Hedge Funds, Equities, Electronic Trading, Asset Managment, Portfolio Management, Order Management, Business Analysis, Financial Analysis, Bloomberg, Fixed Income, Project Management, Derivatives, Series 7, Series 63, SQL, Equity Trading
Education
Saint John's University 2003 — 2005
M.B.A., Executive Management
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science (B.S.), Management / Economics
Convergex March 2015 - Present
ConvergEx April 2009 - March 2015
Eze Castle Software March 2007 - April 2009
Merrill Lynch September 2005 - March 2007
Cardinal Logistics April 2004 - October 2004
Skills
Trading Systems, Hedge Funds, Equities, Electronic Trading, Asset Managment, Portfolio Management, Order Management, Business Analysis, Financial Analysis, Bloomberg, Fixed Income, Project Management, Derivatives, Series 7, Series 63, SQL, Equity Trading
Education
Saint John's University 2003 — 2005
M.B.A., Executive Management
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science (B.S.), Management / Economics
Matt Reimer's Convergex Experience January 2006 - December 2007
Job Senior Trader
Industry Financial Services
Experience
Lin Group April 2006 - Present
Northern Trust Corporation January 2014 - September 2014
Convergex January 2006 - December 2007
CBOT January 2005 - December 2006
Midway Trading January 2003 - December 2005
TradeLink January 2003 - December 2003
CCM Group LLC January 2002 - December 2002
Skills
Equities, Risk Management, Equity Trading, Investments, Financial Markets, Capital Markets, Alternative Investments, Fixed Income, Proprietary Trading, Mutual Funds, Options, Securities, Trading, Commodity, Electronic Trading, Bloomberg, Finance, Technical Analysis, Trading Strategies, Swaps, Financial Analysis, Derivatives, Market Data, Trading Systems, Strategic Planning, Portfolio Management, Hedge Funds, Asset Management, Financial Modeling, Customer Service
Education
John Cook School of Business at Saint Louis University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
John Cook School of Business at Saint Louis University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology, 3.0
Saint Louis University 1999 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance, General
Lin Group April 2006 - Present
Northern Trust Corporation January 2014 - September 2014
Convergex January 2006 - December 2007
CBOT January 2005 - December 2006
Midway Trading January 2003 - December 2005
TradeLink January 2003 - December 2003
CCM Group LLC January 2002 - December 2002
Skills
Equities, Risk Management, Equity Trading, Investments, Financial Markets, Capital Markets, Alternative Investments, Fixed Income, Proprietary Trading, Mutual Funds, Options, Securities, Trading, Commodity, Electronic Trading, Bloomberg, Finance, Technical Analysis, Trading Strategies, Swaps, Financial Analysis, Derivatives, Market Data, Trading Systems, Strategic Planning, Portfolio Management, Hedge Funds, Asset Management, Financial Modeling, Customer Service
Education
John Cook School of Business at Saint Louis University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
John Cook School of Business at Saint Louis University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Information Technology, 3.0
Saint Louis University 1999 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance, General
Maya Aleksandrovich's Convergex Experience May 2004 - February 2015
Job Procurement Manager
Industry Computer Software
Experience
Take-Two Interactive Software, Inc. May 2015 - Present
CONVERGEX May 2004 - February 2015
Revlon September 2002 - April 2004
Barclays Investment Bank March 2002 - September 2002
Globix Corporation October 2000 - September 2001
Luminant Worldwide April 2000 - October 2000
Applied Graphics Technologies (Affiliate of Daily News) January 1999 - March 2000
Skills
Cross-functional Team..., E-procurement, Forecasting, Risk Management, Vendor Management, Data Center, Mergers, Negotiation, Process Improvement, Business Process..., Networking, Outsourcing, Procurement, Servers, Financial Services, Business Analysis, Consulting, Capital Markets, Electronic Trading
Education
City University of New York-Brooklyn College 2000 — 2004
Computer Science
Abraham Lincoln HS
Take-Two Interactive Software, Inc. May 2015 - Present
CONVERGEX May 2004 - February 2015
Revlon September 2002 - April 2004
Barclays Investment Bank March 2002 - September 2002
Globix Corporation October 2000 - September 2001
Luminant Worldwide April 2000 - October 2000
Applied Graphics Technologies (Affiliate of Daily News) January 1999 - March 2000
Skills
Cross-functional Team..., E-procurement, Forecasting, Risk Management, Vendor Management, Data Center, Mergers, Negotiation, Process Improvement, Business Process..., Networking, Outsourcing, Procurement, Servers, Financial Services, Business Analysis, Consulting, Capital Markets, Electronic Trading
Education
City University of New York-Brooklyn College 2000 — 2004
Computer Science
Abraham Lincoln HS
James Bang's Convergex Experience January 2015 - April 2015
Job Assistant Controller at Wally's Wine & Spirits
Industry Financial Services
Experience
Wally's Wine & Spirits April 2015 - Present
Convergex January 2015 - April 2015
Convergex January 2007 - November 2014
Citigroup March 2006 - December 2006
Hold Brothers August 2005 - March 2006
Springer-Verlag, Inc August 2004 - April 2005
Skills
Financial Analysis, Financial Reporting, Accounting, General Ledger, Internal Controls, Corporate Finance, GAAP, Budgets, Process Improvement, Microsoft Excel, Operational Efficiency, Investments, Accounts Receivable, Finance, Lawson, Consolidation, Intercompany..., Team Leadership, Problem Solving, Revenue Analysis, Securities, Cash Management, Variance Analysis, Microsoft Office, Account Reconciliation
Education
Binghamton University 2000 — 2004
Bachelor of Science, Accounting
Wally's Wine & Spirits April 2015 - Present
Convergex January 2015 - April 2015
Convergex January 2007 - November 2014
Citigroup March 2006 - December 2006
Hold Brothers August 2005 - March 2006
Springer-Verlag, Inc August 2004 - April 2005
Skills
Financial Analysis, Financial Reporting, Accounting, General Ledger, Internal Controls, Corporate Finance, GAAP, Budgets, Process Improvement, Microsoft Excel, Operational Efficiency, Investments, Accounts Receivable, Finance, Lawson, Consolidation, Intercompany..., Team Leadership, Problem Solving, Revenue Analysis, Securities, Cash Management, Variance Analysis, Microsoft Office, Account Reconciliation
Education
Binghamton University 2000 — 2004
Bachelor of Science, Accounting
Sonam Chokshi's Convergex Experience December 2010 - Present
Job Operations Associate, Buyins/Stockloan at Convergex
Industry Accounting
Experience
Convergex December 2010 - Present
Fast, Park, and Relax April 2009 - October 2009
Hoskins & Barbery, CPA, LLC June 2007 - August 2007
Family Practice May 2003 - June 2004
Skills
Financial Analysis, Microsoft Office, Process Improvement, Management, Microsoft Excel, Public Speaking, Customer Service, Accounts Payable, PowerPoint, Accounting, QuickBooks
Education
University of Central Florida 2004 — 2009
Bachelor's degree, Accounting and Finance
Convergex December 2010 - Present
Fast, Park, and Relax April 2009 - October 2009
Hoskins & Barbery, CPA, LLC June 2007 - August 2007
Family Practice May 2003 - June 2004
Skills
Financial Analysis, Microsoft Office, Process Improvement, Management, Microsoft Excel, Public Speaking, Customer Service, Accounts Payable, PowerPoint, Accounting, QuickBooks
Education
University of Central Florida 2004 — 2009
Bachelor's degree, Accounting and Finance
Ryan S's Convergex Experience September 2010 - Present
Job Equity Sales Trader
Industry Financial Services
Experience
ConvergEx September 2010 - Present
Morgan Stanley September 2009 - November 2009
AIG Investments May 2008 - August 2008
Skills
Series 7, Account Management, Salesforce.com, Microsoft Word, PowerPoint, Uniform Combined State..., FINRA, ETFs, Investment Advisory
Education
Iona College Hagan School of Business 2009 — 2011
MBA, Accounting
Iona College 2005 — 2011
BBA, Finance
ConvergEx September 2010 - Present
Morgan Stanley September 2009 - November 2009
AIG Investments May 2008 - August 2008
Skills
Series 7, Account Management, Salesforce.com, Microsoft Word, PowerPoint, Uniform Combined State..., FINRA, ETFs, Investment Advisory
Education
Iona College Hagan School of Business 2009 — 2011
MBA, Accounting
Iona College 2005 — 2011
BBA, Finance
Jeremy Okonski's Convergex Experience July 2015 - Present
Job Operations
Industry Information Technology and Services
Experience
Convergex July 2015 - Present
JPO Technology July 2014 - July 2015
Infinium Capital Management November 2008 - April 2014
Liquid Capital Group 2014 - 2014
The University of Chicago May 2008 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Trading Systems, Linux Kernel, Red Hat Linux, Linux System..., Linux, Low Latency, Scripting, Java
Education
University of Illinois at Urbana-Champaign 1999 — 2005
Mathematics and Computer Science
st john fisher, chicago
Convergex July 2015 - Present
JPO Technology July 2014 - July 2015
Infinium Capital Management November 2008 - April 2014
Liquid Capital Group 2014 - 2014
The University of Chicago May 2008 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Trading Systems, Linux Kernel, Red Hat Linux, Linux System..., Linux, Low Latency, Scripting, Java
Education
University of Illinois at Urbana-Champaign 1999 — 2005
Mathematics and Computer Science
st john fisher, chicago
Myrtha Roberty's Convergex Experience March 2015 - May 2015
Job Financial Analyst Treasury at BD
Industry Accounting
Experience
Convergex March 2015 - May 2015
GE Capital July 2014 - August 2014
KPMG April 2014 - May 2014
BD February 2013 - October 2013
KPMG March 2003 - November 2012
KPMG October 2008 - October 2012
KPMG November 1999 - March 2003
Skills
Financial Reporting, Internal Controls, Accounting, Financial Analysis, Auditing, Financial Accounting, Financial Audits, Financial Modeling, Corporate Finance, Internal Audit, Analysis, Finance, Cash Management, Budgets, Account Reconciliation
Education
New york state University 2014 — 2015
Certificate of Completion : Project Management, 2015, Project Management
Nyack College 1998 — 2000
Bachelor's degree, Business Administration and Management, General
Johnson and Wales University 1984 — 1986
Associate's degree, Business Administration and Management, General
Convergex March 2015 - May 2015
GE Capital July 2014 - August 2014
KPMG April 2014 - May 2014
BD February 2013 - October 2013
KPMG March 2003 - November 2012
KPMG October 2008 - October 2012
KPMG November 1999 - March 2003
Skills
Financial Reporting, Internal Controls, Accounting, Financial Analysis, Auditing, Financial Accounting, Financial Audits, Financial Modeling, Corporate Finance, Internal Audit, Analysis, Finance, Cash Management, Budgets, Account Reconciliation
Education
New york state University 2014 — 2015
Certificate of Completion : Project Management, 2015, Project Management
Nyack College 1998 — 2000
Bachelor's degree, Business Administration and Management, General
Johnson and Wales University 1984 — 1986
Associate's degree, Business Administration and Management, General
Stanford Eng's Convergex Experience April 2013 - September 2015
Job Analyst at Barclays
Industry Financial Services
Experience
Barclays September 2015 - Present
Convergex April 2013 - September 2015
Medidata Solutions April 2012 - January 2013
Markit March 2011 - February 2012
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Microsoft Excel, Accounts Payable, QuickBooks
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
BBA, Finance
Barclays September 2015 - Present
Convergex April 2013 - September 2015
Medidata Solutions April 2012 - January 2013
Markit March 2011 - February 2012
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Microsoft Excel, Accounts Payable, QuickBooks
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
BBA, Finance
Steve Montague's Convergex Experience April 2014 - June 2015
Job Mathematician at Multimedia Games
Industry Gambling & Casinos
Experience
Multimedia Games July 2015 - Present
Convergex April 2014 - June 2015
WMS Gaming July 2011 - April 2014
Gewalt Hamilton Associates, Inc. June 2008 - September 2008
Skills
Civil Engineering, GIS, Engineering, Construction, Testing, Java, Quality Assurance, C, Windows, Linux, JIRA, C++, Mathematics
Education
University of Illinois at Urbana-Champaign 2005 — 2010
BS, General Engineering (Systems Integration and Consulting)
Multimedia Games July 2015 - Present
Convergex April 2014 - June 2015
WMS Gaming July 2011 - April 2014
Gewalt Hamilton Associates, Inc. June 2008 - September 2008
Skills
Civil Engineering, GIS, Engineering, Construction, Testing, Java, Quality Assurance, C, Windows, Linux, JIRA, C++, Mathematics
Education
University of Illinois at Urbana-Champaign 2005 — 2010
BS, General Engineering (Systems Integration and Consulting)
Paul Hajjar's Convergex Experience May 2011 - Present
Job Assistant Vice President Customer & High Touch Services
Industry Financial Services
Experience
Convergex May 2011 - Present
RC Sheehan & Associates January 2006 - May 2011
Washington Mutual July 2005 - April 2006
Advest Inc August 2004 - March 2005
Prudential Retirement January 2003 - August 2004
Citi June 1997 - June 2003
Skills
Investments, Fixed Annuities, 401k, Electronic Trading, Options, Equities, Trading Systems, Fixed Income, Series 7, Financial Services, Mutual Funds, Retirement Planning, FIX Integration
Education
University of Connecticut 1989 — 1995
BA, Economics
DeVry University 2008 — 2011
BS, Computer Information Systems focus in Information System Security
Convergex May 2011 - Present
RC Sheehan & Associates January 2006 - May 2011
Washington Mutual July 2005 - April 2006
Advest Inc August 2004 - March 2005
Prudential Retirement January 2003 - August 2004
Citi June 1997 - June 2003
Skills
Investments, Fixed Annuities, 401k, Electronic Trading, Options, Equities, Trading Systems, Fixed Income, Series 7, Financial Services, Mutual Funds, Retirement Planning, FIX Integration
Education
University of Connecticut 1989 — 1995
BA, Economics
DeVry University 2008 — 2011
BS, Computer Information Systems focus in Information System Security
Danny Dimoski M.S.'s Convergex Experience August 2015 - Present
Job Vice President | Senior Security Engineer Manager
Industry Computer & Network Security
Experience
Convergex August 2015 - Present
Consultant September 2006 - September 2015
Starpoint Solutions September 2014 - August 2015
QED National November 2013 - March 2014
Miercom May 2013 - August 2013
SphereCom Enterprises, Inc. November 2012 - December 2012
NetCentric Technology, Inc. May 2012 - November 2012
United States Department of Defense June 2011 - November 2012
NetCentric Technology, Inc. October 2011 - December 2011
NJIT September 2009 - May 2011
Education
New Jersey Institute of Technology 2010 — 2011
Master of Science
New Jersey Institute of Technology 2007 — 2010
Bachelor of Science
Convergex August 2015 - Present
Consultant September 2006 - September 2015
Starpoint Solutions September 2014 - August 2015
QED National November 2013 - March 2014
Miercom May 2013 - August 2013
SphereCom Enterprises, Inc. November 2012 - December 2012
NetCentric Technology, Inc. May 2012 - November 2012
United States Department of Defense June 2011 - November 2012
NetCentric Technology, Inc. October 2011 - December 2011
NJIT September 2009 - May 2011
Education
New Jersey Institute of Technology 2010 — 2011
Master of Science
New Jersey Institute of Technology 2007 — 2010
Bachelor of Science
Chee Eng's Convergex Experience April 2014 - Present
Job Compliance Officer at Convergex
Industry Financial Services
Experience
Convergex April 2014 - Present
Knight Trading Group August 2000 - April 2014
Compliance Field 1989 - 2012
Skills
Series 24, Options, Securities, Series 7, Series 63, Trading, FINRA, Equities, Capital Markets, ETFs, Equity Trading, Electronic Trading, Bloomberg, Trading Systems, Hedge Funds
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics
Convergex April 2014 - Present
Knight Trading Group August 2000 - April 2014
Compliance Field 1989 - 2012
Skills
Series 24, Options, Securities, Series 7, Series 63, Trading, FINRA, Equities, Capital Markets, ETFs, Equity Trading, Electronic Trading, Bloomberg, Trading Systems, Hedge Funds
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics
Alexa Teevan's Convergex Experience November 2014 - Present
Job Credit Risk Analyst at Convergex
Industry Accounting
Experience
Convergex November 2014 - Present
Ericsson June 2013 - July 2013
Reliance Trust Company June 2012 - August 2012
Reliance Trust Company June 2011 - August 2011
Skills
Accounting, Financial Accounting, Microsoft Excel, Financial Analysis, QuickBooks, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Customer Service
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor's degree, Accounting
Convergex November 2014 - Present
Ericsson June 2013 - July 2013
Reliance Trust Company June 2012 - August 2012
Reliance Trust Company June 2011 - August 2011
Skills
Accounting, Financial Accounting, Microsoft Excel, Financial Analysis, QuickBooks, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Customer Service
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor's degree, Accounting
Christopher Kanian's Convergex Experience November 2013 - January 2015
Job Berenberg Capital Markets
Industry Financial Services
Experience
Convergex November 2013 - January 2015
Bank of America Merrill Lynch May 2013 - November 2013
Merrill Lynch 2006 - 2011
Education
Northeastern University 2001 — 2006
Bachelor of Science (BS), Finance
Convergex November 2013 - January 2015
Bank of America Merrill Lynch May 2013 - November 2013
Merrill Lynch 2006 - 2011
Education
Northeastern University 2001 — 2006
Bachelor of Science (BS), Finance
Brandon Jolly's Convergex Experience January 2014 - Present
Job DTC Settlements Operation Associate at Convergex
Industry Financial Services
Experience
Convergex January 2014 - Present
AXA Equitable August 2012 - July 2013
Publix Super Markets 2003 - 2012
Education
University of Central Florida
BA, Finance
University of Central Florida
Bachelor's degree, Finance, General
Convergex January 2014 - Present
AXA Equitable August 2012 - July 2013
Publix Super Markets 2003 - 2012
Education
University of Central Florida
BA, Finance
University of Central Florida
Bachelor's degree, Finance, General
Ignatius Chibale's Convergex Experience January 2006 - October 2006
Job IT Engineer II Hosting Provisioning
Industry Information Technology and Services
Experience
CenturyLink October 2006 - Present
Convergex January 2006 - October 2006
Panera Bread January 2005 - September 2006
Education
Southern New Hampshire University 2014 — 2017
Master’s Degree, Information Technology
Southern New Hampshire University 2014 — 2016
Bachelor’s Degree, Information Technologies
CenturyLink October 2006 - Present
Convergex January 2006 - October 2006
Panera Bread January 2005 - September 2006
Education
Southern New Hampshire University 2014 — 2017
Master’s Degree, Information Technology
Southern New Hampshire University 2014 — 2016
Bachelor’s Degree, Information Technologies
Monty Touzalin's Convergex Experience September 2000 - Present
Job SVP Operations at Convergex
Industry Financial Services
Experience
Convergex September 2000 - Present
Blue Stone Capital October 1999 - September 2000
TD Waterhouse Securities June 1993 - October 1999
Skills
Accounting, Middle Office, SDLC, Team Management, Trading, Banking, Financial Services, Hedge Funds, Relationship Management, Series 7
Education
Monmouth University 1988 — 1992
Bachelor of Science (BS), Finance and Marketing
Convergex September 2000 - Present
Blue Stone Capital October 1999 - September 2000
TD Waterhouse Securities June 1993 - October 1999
Skills
Accounting, Middle Office, SDLC, Team Management, Trading, Banking, Financial Services, Hedge Funds, Relationship Management, Series 7
Education
Monmouth University 1988 — 1992
Bachelor of Science (BS), Finance and Marketing
Timothy Woods's Convergex Experience April 2014 - Present
Job SPX Option Execution at ConvergEx
Industry Financial Services
Experience
Convergex April 2014 - Present
J.P. Morgan January 2004 - February 2014
Electronic Brokerage Systems July 2001 - December 2003
Merrill Lynch July 2000 - October 2001
O'Connor & Co. March 1997 - June 2000
The LaSalle Group March 1994 - March 1997
Skills
Technical Analysis, Trading Floor, Futures Trading, Equities, Trading Strategies, Electronic Trading, Compliance, Market Analysis, Equity Trading, Options, Trading, Equity Derivatives, Series 7, Index Options, Trading Systems, Bloomberg Terminal, Hedge Funds, Financial Markets
Education
Loyola University Chicago
Bachelor of Science (BS)
Fenwick
Convergex April 2014 - Present
J.P. Morgan January 2004 - February 2014
Electronic Brokerage Systems July 2001 - December 2003
Merrill Lynch July 2000 - October 2001
O'Connor & Co. March 1997 - June 2000
The LaSalle Group March 1994 - March 1997
Skills
Technical Analysis, Trading Floor, Futures Trading, Equities, Trading Strategies, Electronic Trading, Compliance, Market Analysis, Equity Trading, Options, Trading, Equity Derivatives, Series 7, Index Options, Trading Systems, Bloomberg Terminal, Hedge Funds, Financial Markets
Education
Loyola University Chicago
Bachelor of Science (BS)
Fenwick
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk