Datek Securities
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Datek Securities Employees
Stanley Black & Decker, Inc. 2015 - Present
United Technologies 2011 - 2015
Carrier Corporation 2006 - 2011
ING 1999 - 2006
Datek Securities 1997 - 1998
PwC 1995 - 1997
Skills
Financial Analysis, Process Improvement, Forecasting, Business Strategy, Excel, Business Process..., Strategic Planning, Continuous Improvement, Budgeting, Data Analysis, PowerPoint, Budgets, Microsoft Excel, Business Intelligence, Financial Modeling, SAP, Cross-functional Team..., Risk Management, Six Sigma, Analysis, Program Management, Business Analysis, Supply Chain Management, Change Management, Strategy, Project Management, ERP
Education
The University of Connecticut School of Business 2005 — 2008
MBA, Management
The University of Connecticut School of Business 1989 — 1993
BS, Finance
SunPower Corporation April 2014 - Present
SunPower Corporation November 2011 - March 2014
SunPower Corporation May 2009 - November 2011
Energy Plus Company May 2007 - August 2007
AE Business Solutions May 2001 - July 2006
Kitchen Organics January 2003 - October 2003
InstiPro February 2000 - April 2001
Cerberus Capital Management May 1998 - February 2000
Datek Securities July 1996 - April 1998
Skills
Solar Energy, Contract Negotiation, Project Finance, Finance, Risk Management, Renewable Energy, Energy, Business Development, Analysis, Strategy, Management, Start-ups, Financial Modeling, Portfolio Management, Salesforce.com, Sales Process, Microsoft Excel, PowerPoint, Photovoltaics, Cleantech, Leadership, CRM, Business Planning, Financial Analysis, Alternative Energy, Project Management, Clean Technology, Sustainable Energy, Energy Policy, Entrepreneurship, Business Strategy, Corporate Development, Solar PV, Analytics, Due Diligence
Education
Wharton School, University of Pennsylvania
MBA, Entrepreneurial Management
Brown University
BA, International Relations
Universidad de Sevilla
Spanish language, economics, politics, and culture
First American Title, Fidelity National Title, Chicago Title Insurance March 2002 - Present
The Napoleon Group 1998 - 2002
Datek Securities July 1996 - July 1997
Skills
Investment Properties, Outlook, Real Estate, Short Sales, Foreclosures, Title Insurance, Real Estate Transactions, Closings, Due Diligence, Notary Public, Sellers, REO, Real Property, Commercial Real Estate, Escrow
Education
SUNY Binghamton 1992 — 1996
Bachelor of Arts, Literature
Scuola Lorenzo di Medici 1994 — 1995
Italian Language and Literature
Bank of America July 2012 - Present
Credit Suisse January 2004 - June 2012
Datek Securities January 1999 - November 2003
Wachovia October 2002 - September 2003
Skills
Hedge Funds, FX Options, Equities, Prime Brokerage, Options, Fixed Income, ETFs, Series 24, Relationship Management, Middle Office, Settlement, Series 7, FINRA, Sales, Securities, Training, Series 63, Financial Markets, Electronic Trading, Equity Trading, Customer Service, Back Office, Foreign Exchange, Derivatives, Mutual Funds, Finance, Capital Markets, Trading Systems, Financial Services, Trading, Investment Banking
Education
New York University 1995 — 1999
Bachelor's degree, Economics, 3.5
New York University
Economics, Economics
The Condo Shop & TCS Homes January 2011 - Present
Realty Boutique August 2006 - August 2011
Liberties Self Storage LLC January 2009 - January 2011
Kaplan & Groll Inc January 1999 - November 2009
Optimark Technologies, Inc January 1997 - January 1999
Datek Securities January 1996 - January 1997
BNP Paribas August 1994 - August 1995
Skills
Residential Homes, Investment Properties, Short Sales, Sellers, Real Estate, Foreclosures, REO, Single Family Homes, First Time Home Buyers, Property Management, Condos, Investors, Buyer Representation, Rentals, Relocation, New Home Sales, Listings, Real Estate Development, Real Estate Transactions, Townhomes, New Development, Leases, Brokerage, Commercial Real Estate, Tenant, Property, Luxury, Move Up Buyers, Referrals, Buyers, Real Property, Negotiation, Landlords
Education
University of Pennsylvania 1991 — 1994
BA, Economics, Japanese Studies
University of Pennsylvania 1991 — 1994
Bachelor of Arts, Economics and Japanese Studies
Waseda University 1993 — 1993
Business and Society
Folio Investing April 2011 - Present
Goldman Sachs 2005 - 2011
Instinet Corporation 2003 - 2004
Datek Online (TD Ameritrade) 1996 - 2003
Datek Securities 1995 - 1996
Neiderhoffer Investments 1993 - 1995
Skills
Management, Prime Brokerage, Capital Markets, Derivatives, Electronic Trading, Investments, Product Management, Project Planning, Enterprise Software, Fixed Income, Trading Systems, Equities, Hedge Funds, Project Management, New Business Development, Investment Banking, Equity Derivatives, Trading
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Columbia University in the City of New York
BS, Civil Engineering
Cornell University 2013 - Present
AO Let's Go 2012 - Present
NMR Group June 2009 - 2013
Carbon Consulting, LLC July 2008 - 2010
Cornell University January 2009 - July 2009
Village of Trumansburg 2005 - 2008
Bear Stearns 1997 - 2000
Datek Securities 1995 - 1997
Skills
Climate Change, Renewable Energy, Qualitative Research, Analysis, Economics, Energy Efficiency, Statistics, Research, Program Evaluation, Market Research, Program Management, Alternative Energy, Quantitative Analytics, Environmental Awareness, Energy, Financial Analysis, Economic Development, Due Diligence, Quantitative Analysis, Quantitative Research, Survey Research, Survey Design, Management
Education
Cornell University 2004 — 2008
Doctor of Philosophy (Ph.D.), Policy Analysis and Management
Cornell University
MPA, Environmental Policy
Cornell University 1989 — 1993
BS
BC
Vespula Capital LLC January 2014 - Present
CNBC April 2009 - Present
Belpointe May 2010 - May 2015
Leenan LLC June 2005 - May 2011
SMB Capital March 2008 - May 2010
Breakwater Trading September 2005 - March 2006
The Trade, Internet Radio Show Sponsored by E*Trade Financial April 2002 - April 2003
Momentum Securities (acquired by E*Trade Financial) August 1999 - July 2002
Datek Securities April 1996 - June 1999
The Council of State Governments June 1995 - March 1996
Skills
Alternative Investments, Hedge Funds, Commodity, Equities, Trading, Series 7, Securities, Investments, Capital Markets, Asset Allocation, Portfolio Management, Equity Trading, Options, Financial Markets, Technical Analysis, Trading Systems, Derivatives, Proprietary Trading, Stocks, Traders, Financial Risk..., Risk Management..., Financial Advisory, Diversification, US Treasuries, Currency Futures
Education
William E. Simon School of Business 2013 — 2014
Master's degree, Finance
University of Rochester 1991 — 1995
BA, Political Science
New York Finance Institute
Dawson College January 2011 - Present
Concordia University, Loyola College for Diversity and Sustainability January 2011 - Present
Walks on the Wild Side May 2013 - Present
Johns Hopkins University May 2000 - August 2002
Datek Securities May 1996 - July 1998
Skills
Higher Education, Teaching, Qualitative Research, Research, Grant Writing, University Teaching, Statistics, Policy Analysis, Policy, Sustainability, Science, Community Outreach, Public Speaking, Public Policy, Program Evaluation, Sociology
Education
McGill University 2002 — 2009
Doctor of Philosophy (PhD), Sociology
The Johns Hopkins University 1998 — 2000
Master's degree, Public Policy
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Arts (B.A.), History & Political Science
Thomson Reuters August 2014 - Present
Macmillan May 2013 - August 2014
Columbia University June 2010 - May 2013
National Starch February 2010 - July 2010
Datascope/ Maquet May 2009 - January 2010
Insurance Services April 2007 - September 2008
Information Builders, Inc August 2005 - April 2007
Lord Abbet and Co December 2004 - June 2005
Wiley & Sons, Inc October 2000 - December 2004
Datek Securities 1995 - 1997
Skills
Contract Management, SLA, Negotiation, Procurement, Vendor Relations, Purchasing, Inventory Management, Asset Management, Sla, Process Improvement, Vendor Management, Asset Managment, Contract Negotiation, Operations Management, Telecommunications, Cross-functional Team..., Analysis, Training, Management, Sourcing, Project Management, Project Planning, Human Resources, Recruiting, Strategic Sourcing, Strategy, Leadership, Budgets, SDLC, Risk Management, Team Leadership, Program Management, Business Process..., Information Technology, Business Analysis, SaaS, Supply Chain, Business Process, Team Management, Management Consulting, Strategic Planning, Consulting, Change Management, PeopleSoft, Business Strategy, Computer Hardware, Mobile Devices, Enterprise Software, ITIL, Business Planning
Education
Capella University 2010 — 2013
MBA
New York Institute of Technology-Old Westbury 2007 — 2010
Bachelors Degree
Three-J's Computer Services January 2005 - Present
Trillium Trading, LLC August 1996 - August 2015
Heartland Securities 1998 - 2002
Datek Securities August 1996 - January 1999
Skills
Trading Systems, Sales, Data Center, Trading, Investments
Education
Farmingdale State College 1994 — 1997
Associate’s Degree, Electrical Engineering Technologies/Technicians
Newburgh Free Academy
Quant Brasil Investimentos Ltda July 2012 - Present
William Strong Advisors LLC December 2012 - March 2014
Karma Blackbox LLC November 2008 - November 2012
Jim Cramer's Mad Money, TheStreet.com October 2005 - September 2008
TheStreet.com 2006 - 2008
Datek Securities 1996 - 2000
Skills
Equities, Hedge Funds, Equity Research, Trading, Capital Markets, Investments, Portfolio Management, Bloomberg, Asset Management, Financial Markets, Valuation, Fixed Income, Financial Modeling, Alternative Investments, Options, Private Equity, Electronic Trading
Education
Cornell University 1993 — 1996
Bachelor's degree, Applied Economics and Business Management
Horace Greeley HS