Convergex Prime Services
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Convergex Prime Services Employees
Convergex Prime Services May 2014 - Present
Park City Capital, LLC October 2013 - March 2014
Highbridge Capital Management October 2010 - September 2013
lululemon athletica October 2009 - August 2010
Southern Methodist University Dedman Center January 2008 - May 2010
Ambit Funding - Alternative Investment Manager May 2009 - August 2009
Children of America Inc January 2006 - January 2008
Skills
Portfolio Management, Microsoft Office, Loans, Competitive Analysis, Financial Analysis, QuickBooks, Strategy, Marketing, Leadership, Bloomberg, Risk Management, Sales, Private Equity, Mergers & Acquisitions, Financial Reporting, Management, Investments, Finance, Alternative Investments, Asset Management, Business Development, Corporate Finance
Education
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration, Finance
University of Oxford
Convergex Prime Services May 2010 - Present
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Trading Systems, Electronic Trading, Equity Trading, Equities, Securities, Client Services, Options, Trading
Education
Bates College 2003 — 2007
Bachelor of Arts, Political Science, Religion
Saint Mark's School 1999 — 2003
Convergex Prime Services July 2013 - Present
Continental Advisors February 2012 - July 2013
Susquehanna International Group November 2010 - April 2012
Sanford C. Bernstein 2000 - 2010
Bloomberg LP January 1998 - June 1999
Skills
Hedge Funds, Financial Services, Mutual Funds, Alternative Investments, Investments, Prime Brokerage, Financial Advisory, Equities, Private Equity, Fixed Income, Investment Management, Bloomberg, Valuation, Asset Management, Capital Markets, Series 7
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.)
The Taft School 1988 — 1991
ConvergEx Execution Solutions April 2013 - Present
Westminster Research Associates February 2012 - Present
Convergex Prime Services December 2009 - Present
RealTick LLC December 2010 - April 2013
G-Trade November 2008 - February 2012
BNY ConvergEx Group October 2001 - November 2008
Grant Thornton January 1999 - August 2001
Skills
Finance, Financial Statements, Financial Reporting, Financial Accounting, US GAAP, GAAP, Financial Services, Accounting, Budgets, Business Analysis, Capital Markets, Securities, Management, Hedge Funds, Financial Analysis, Equities, Derivatives, Broker-Dealer
Education
University of Maryland College Park 1996 — 1998
BA, Accounting & Finance
Drexel University 1994 — 1996
Accounting
Convergex Prime Services April 2010 - Present
Self Employed July 2007 - April 2010
Prudential Equity Group March 2002 - July 2007
Credit Suisse First Boston September 2000 - March 2002
Donaldson, Lufkin & Jenrette March 1987 - September 2000
Skills
Fidessa, Financial Reporting, Bloomberg, Equities, Trading, Trading Systems, Equity Trading, Portfolio Management, Equity Research, Alternative Investments, Hedge Funds, Risk Management, Options, Series 24, Electronic Trading, FINRA, Fixed Income, Securities, Capital Markets
Education
Dowling College
BBA, Finance
Greystone Servicing Corporation, Inc. July 2015 - Present
Marcus & Millichap January 2015 - May 2015
Convergex Prime Services June 2013 - August 2013
JP Turner & Company, LLC May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Financial Analysis, Microsoft Word, Finance, Public Speaking, Financial Modeling, Investments, Analysis, Sales
Education
Goizueta Business School, Emory University 2013 — 2015
Bachelor of Business Administration (BBA), Finance, Real Estate
Teach For America June 2014 - June 2015
Convergex Prime Services June 2014 - August 2014
St. Aidan's Episcopal Church May 2013 - August 2013
Skills
Leadership, Public Speaking, Speech Writing, Organization, Event Planning, Sports Writing, Non-profit Leadership, Radio Host, Microsoft Office, Politics, Fundraising, Data Analysis, Nonprofits, Teamwork
Education
Vanderbilt University 2013 — 2016
History, Political Science, Junior
Bates College 2012 — 2013
Mount Pisgah Christian School 2000 — 2012
High School Diploma
Convergex Prime Services January 2007 - Present
Education
University of Colorado Boulder 1996 — 2000
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Convergex Prime Services October 2010 - Present
Eze Castle Software January 2010 - October 2010
Eze Castle Software February 2007 - December 2009
Eze Castle Software September 2006 - March 2007
Skills
Trading Systems, Business Analysis, Software Project..., Equities
Education
Clarkson University 2005 — 2006
Masters, MBA with a concentration in Innovation and New Venture Management
Clarkson University 2001 — 2005
BS, Engineering & Management
Convergex Prime Services January 2009 - Present
Connecticut Hedge Fund Association March 2011 - Present
HedgeWorld February 2000 - December 2008
Skills
Networking, Alternative Investments, Fund Of Funds, Prime Brokerage, Equities, Portfolio Management, Hedge Funds, Management, Trading Systems, Asset Management, Series 7, Options, Trading, Investments, Fixed Income, Asset Managment, Equity Trading, Due Diligence, Capital Markets
Education
University of Rhode Island 1987 — 1991
BA
Tabor Academy 1983 — 1987
Convergex Prime Services June 2015 - August 2015
Cott Beverages June 2014 - August 2014
Education
Southern Methodist University