Convergex Prime Services

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Convergex Prime Services Employees

Employee
Years
Job
Industry
Brianna Letzelter Brianna Letzelter Dallas, Texas Details
Brianna Letzelter's Convergex Prime Services Experience May 2014 - Present
Job Capital Solutions at ConvergEx Prime Services
Industry Investment Management
Experience
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

Raoul Scott Raoul Scott San Francisco, California Details
Raoul Scott's Convergex Prime Services Experience May 2010 - Present
Job Client Service and Institutional Sales at Convergex Prime Services
Industry Financial Services
Experience
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

Gregory Pearce Gregory Pearce Chicago, Illinois Details
Gregory Pearce's Convergex Prime Services Experience July 2013 - Present
Job SVP ConvergEx Prime Services
Industry Financial Services
Experience
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

Ira Lupkin Ira Lupkin New York, New York Details
Ira Lupkin's Convergex Prime Services Experience December 2009 - Present
Job Managing Director at ConvergEx Execution Solutions
Industry Financial Services
Experience
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

Michael McLoughlin Michael McLoughlin Greater Atlanta Area Details
Michael McLoughlin's Convergex Prime Services Experience April 2010 - Present
Job at ConvergEx Group
Industry Financial Services
Experience
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

Brett Wilmot Brett Wilmot Greater Atlanta Area Details
Brett Wilmot's Convergex Prime Services Experience June 2013 - August 2013
Job CMBS Analyst at Greystone Servicing Corporation, Inc.
Industry Financial Services
Experience
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

Samuel Reilly Samuel Reilly Nashville, Tennessee Details
Samuel Reilly's Convergex Prime Services Experience June 2014 - August 2014
Job President of the Student Athlete Advisory Committee at Vanderbilt University
Industry Public Policy
Experience
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

Benjamin Brown Benjamin Brown San Francisco Bay Area Details
Benjamin Brown's Convergex Prime Services Experience January 2007 - Present
Job Prime Brokerage Sales at ConvergEx Prime Services
Industry Financial Services
Experience
Convergex Prime Services   January 2007 - Present

Education
University of Colorado Boulder   1996 — 2000

University of Colorado Boulder - Leeds School of Business   1996 — 2000

F. Matthew Dolloff F. Matthew Dolloff Greater Atlanta Area Details
F. Matthew Dolloff's Convergex Prime Services Experience October 2010 - Present
Job Sr. Operations Analyst at ConvergEx Prime Services
Industry Financial Services
Experience
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

Christopher Edgar Christopher Edgar Greater New York City Area Details
Christopher Edgar's Convergex Prime Services Experience January 2009 - Present
Job Managing Director at Convergex Prime Services
Industry Financial Services
Experience
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

Eric Fitz-Randolph Eric Fitz-Randolph United States Details
Eric Fitz-Randolph's Convergex Prime Services Experience June 2015 - August 2015
Job
Industry
Experience
Convergex Prime Services   June 2015 - August 2015
Cott Beverages  June 2014 - August 2014

Education
Southern Methodist University