Dawson James Securities
Industry: Company
DescriptionFounded: 2002 Parent organization: Ark Financial Services, Inc. Subsidiaries: Dawson James Securities, Inc., Research Division, Dawson James Securities, Inc., Asset Management Arm
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Dawson James Securities Employees
Employee
Years
Job
Industry
Kyle Lauzon Kyle Lauzon's Dawson James Securities Experience November 2010 - December 2011
Job Managing Director, Equity Capital Markets at Noble FCM
Industry Investment Banking
Experience
Noble Financial December 2011 - January 2015
Dawson James Securities November 2010 - December 2011
CK COOPER & CO November 2009 - November 2010
BioLogic Equity Research 2008 - 2009
Dawson James Securities 2004 - 2008
Sterling Financial Group 2000 - 2004
Blue Stone International 1998 - 2000
Skills
Equity Research, Capital Markets, Institutional Sales, Equities, Investment Banking, Series 7, Private Equity, Series 63, Bloomberg, Venture Capital, IPO, Private Placements, Equity Capital Markets, Business Valuation, Equity Trading, Structured Finance, Trading, Hedge Funds, FINRA, Alternative Investments, Valuation, Corporate Development, Derivatives, Mergers & Acquisitions, Investments, Options, Investor Relations, Asset Management, Due Diligence, Financial Analysis, Emerging Markets, Portfolio Management, Corporate Finance, Bonds, Fixed Income, Equity Valuation, Financial Markets, Financial Structuring, Bloomberg Terminal, Financial Modeling, Trading Strategies, Mutual Funds, Investment Strategies, Investment Management, Securities, Asset Allocation, Finance, Electronic Trading, Management, Start-ups
Education
Southern Connecticut State University 1988 — 1992
Noble Financial December 2011 - January 2015
Dawson James Securities November 2010 - December 2011
CK COOPER & CO November 2009 - November 2010
BioLogic Equity Research 2008 - 2009
Dawson James Securities 2004 - 2008
Sterling Financial Group 2000 - 2004
Blue Stone International 1998 - 2000
Skills
Equity Research, Capital Markets, Institutional Sales, Equities, Investment Banking, Series 7, Private Equity, Series 63, Bloomberg, Venture Capital, IPO, Private Placements, Equity Capital Markets, Business Valuation, Equity Trading, Structured Finance, Trading, Hedge Funds, FINRA, Alternative Investments, Valuation, Corporate Development, Derivatives, Mergers & Acquisitions, Investments, Options, Investor Relations, Asset Management, Due Diligence, Financial Analysis, Emerging Markets, Portfolio Management, Corporate Finance, Bonds, Fixed Income, Equity Valuation, Financial Markets, Financial Structuring, Bloomberg Terminal, Financial Modeling, Trading Strategies, Mutual Funds, Investment Strategies, Investment Management, Securities, Asset Allocation, Finance, Electronic Trading, Management, Start-ups
Education
Southern Connecticut State University 1988 — 1992
Lorin Burke's Dawson James Securities Experience May 2014 - August 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Dawson James Securities May 2014 - August 2015
The Prescient Consulting Group August 2011 - December 2013
Skills
Private Equity, Entrepreneurship, Valuation, Emerging Markets, Equity Research, Venture Capital, Investment Banking, Financial Modeling, Equity Valuation, Hedge Funds, Equities, Alternative Investments, Capital Markets, Business Valuation, Corporate Finance, Corporate Development, DCF, Investments, LBO, Due Diligence, Competitive Intelligence, M&A experience, Investor Relations, Leveraged Finance, Financial Structuring, Economics, Bloomberg, Financial Markets, Mergers & Acquisitions
Education
Florida Agricultural and Mechanical University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Merrill Lynch August 2015 - Present
Dawson James Securities May 2014 - August 2015
The Prescient Consulting Group August 2011 - December 2013
Skills
Private Equity, Entrepreneurship, Valuation, Emerging Markets, Equity Research, Venture Capital, Investment Banking, Financial Modeling, Equity Valuation, Hedge Funds, Equities, Alternative Investments, Capital Markets, Business Valuation, Corporate Finance, Corporate Development, DCF, Investments, LBO, Due Diligence, Competitive Intelligence, M&A experience, Investor Relations, Leveraged Finance, Financial Structuring, Economics, Bloomberg, Financial Markets, Mergers & Acquisitions
Education
Florida Agricultural and Mechanical University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Costa Yenidounia's Dawson James Securities Experience December 2013 - Present
Job Senior Account Executive at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities December 2013 - Present
National Securities May 2007 - December 2013
Taverna Mythos August 2004 - May 2007
Niko-Laos March 2005 - July 2005
Skills
Investments, Securities, Retirement Planning, Strategic Financial..., Series 7, Mutual Funds, Bonds, Fixed Income, Asset Allocation, Wealth Management, Retirement, Finance, Trading, Series 63, Investment Banking, Financial Analysis, Equities, Investment Strategies, Risk Management, Portfolio Management, Estate Planning, Fixed Annuities, Financial Risk, Negotiation, Options, Financial Advisory, Financial Services, Alternative Investments, Financial Modeling, Financial Markets, Equity Trading, Equity Research, Technical Analysis, Asset Management, Investment Management, Hedge Funds, Private Equity, Stock Trading, Bloomberg, Capital Markets, Identifying Trading..., Chemistry, Asset Managment, Financial Planning
Education
Florida Atlantic University 2004 — 2005
Bachelor of Science, Chemistry/Business
University of Florida 1999 — 2004
A.A., Chemistry
flhs 1995 — 1999
Dawson James Securities December 2013 - Present
National Securities May 2007 - December 2013
Taverna Mythos August 2004 - May 2007
Niko-Laos March 2005 - July 2005
Skills
Investments, Securities, Retirement Planning, Strategic Financial..., Series 7, Mutual Funds, Bonds, Fixed Income, Asset Allocation, Wealth Management, Retirement, Finance, Trading, Series 63, Investment Banking, Financial Analysis, Equities, Investment Strategies, Risk Management, Portfolio Management, Estate Planning, Fixed Annuities, Financial Risk, Negotiation, Options, Financial Advisory, Financial Services, Alternative Investments, Financial Modeling, Financial Markets, Equity Trading, Equity Research, Technical Analysis, Asset Management, Investment Management, Hedge Funds, Private Equity, Stock Trading, Bloomberg, Capital Markets, Identifying Trading..., Chemistry, Asset Managment, Financial Planning
Education
Florida Atlantic University 2004 — 2005
Bachelor of Science, Chemistry/Business
University of Florida 1999 — 2004
A.A., Chemistry
flhs 1995 — 1999
Alexander Laipple Alexander Laipple's Dawson James Securities Experience January 2011 - April 2011
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2014 - Present
New York Life/Mainstay Investments June 2011 - Present
Dawson James Securities January 2011 - April 2011
WisdomTree Asset Management May 2010 - August 2010
Skills
Salesforce.com, Leadership, Management, Sales, Finance, Selling, Analysis, Time Management, Bloomberg, Microsoft Excel, Derivatives, Credit, Teamwork, Series 63, Series 7
Education
Monmouth University 2008 — 2011
Bachelor of Science
New York Life & MainStay Investments January 2014 - Present
New York Life/Mainstay Investments June 2011 - Present
Dawson James Securities January 2011 - April 2011
WisdomTree Asset Management May 2010 - August 2010
Skills
Salesforce.com, Leadership, Management, Sales, Finance, Selling, Analysis, Time Management, Bloomberg, Microsoft Excel, Derivatives, Credit, Teamwork, Series 63, Series 7
Education
Monmouth University 2008 — 2011
Bachelor of Science
Lani Bumbulyte Lani Bumbulyte's Dawson James Securities Experience November 2008 - May 2010
Job Equity Trader at trading
Industry Investment Banking
Experience
trading March 2013 - Present
Dawson James Securities November 2008 - May 2010
Skills
Investment Banking, Wealth Management, M&A experience, Banking, Asset Managment, Series 63, Wealth Management..., Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Investments, Valuation, Strategic Financial..., Insurance, Finance, Financial Analysis, Mergers & Acquisitions, Private Equity, Structured Products, Venture Capital, Hedge Funds, Financial Advisory, Bloomberg, Asset Management
Education
University of Illinois at Chicago
Finance
trading March 2013 - Present
Dawson James Securities November 2008 - May 2010
Skills
Investment Banking, Wealth Management, M&A experience, Banking, Asset Managment, Series 63, Wealth Management..., Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Investments, Valuation, Strategic Financial..., Insurance, Finance, Financial Analysis, Mergers & Acquisitions, Private Equity, Structured Products, Venture Capital, Hedge Funds, Financial Advisory, Bloomberg, Asset Management
Education
University of Illinois at Chicago
Finance
Anthony R. Nicoletti's Dawson James Securities Experience July 2010 - July 2011
Job Investment Consultant at TD Ameritrade
Industry Investment Banking
Experience
TD Ameritrade February 2013 - Present
Bank of America Merrill Lynch October 2011 - February 2013
Dawson James Securities July 2010 - July 2011
Timeshares Only December 2009 - May 2010
Skills
Investments, Portfolio Management, Securities, Capital Markets, International Sales, Capital Raises, Investment Banking, Financial Markets
Education
Freedom High School 2003 — 2007
Keiser College
TD Ameritrade February 2013 - Present
Bank of America Merrill Lynch October 2011 - February 2013
Dawson James Securities July 2010 - July 2011
Timeshares Only December 2009 - May 2010
Skills
Investments, Portfolio Management, Securities, Capital Markets, International Sales, Capital Raises, Investment Banking, Financial Markets
Education
Freedom High School 2003 — 2007
Keiser College
Louis Levine Louis Levine's Dawson James Securities Experience June 2014 - October 2014
Job Senior Vice President of Investments at Newbridge Securities
Industry Financial Services
Experience
Newbridge Securities October 2014 - Present
Dawson James Securities June 2014 - October 2014
Skills
Strategic Financial..., Series 7, Equities, Financial Planning, Mutual Funds, Portfolio Management, Series 63
Education
Florida Atlantic University 2011 — 2013
Associate of Arts (A.A.), Business/Managerial Economics
Newbridge Securities October 2014 - Present
Dawson James Securities June 2014 - October 2014
Skills
Strategic Financial..., Series 7, Equities, Financial Planning, Mutual Funds, Portfolio Management, Series 63
Education
Florida Atlantic University 2011 — 2013
Associate of Arts (A.A.), Business/Managerial Economics
Henry Venturelli's Dawson James Securities Experience July 2011 - March 2012
Job Econometrician at Westlake Financial Services
Industry Financial Services
Experience
Westlake Financial Services August 2014 - Present
Florida Atlantic University January 2013 - May 2014
Kimball Political Consulting May 2013 - October 2013
Dawson James Securities July 2011 - March 2012
Skills
Financial Analysis, Investment Banking, Finance, Econometric Modeling, Statistical Modeling, Stata, Research, CRM, Microsoft Excel, Statistical Data..., Artificial Neural..., SAS, Microsoft SQL Server, MySQL, VBA, Series 7, Series 63, Weka, Microsoft Word, Financial Modeling, Consulting, Teaching, Bilingual -..., Data Analysis, PowerPoint
Education
Florida Atlantic University 2013 — 2014
Master of Science (MS), Economics, 4.0 GPA
University of Colorado Boulder - Leeds School of Business 2008 — 2011
B.S, Business Administration; Finance, 3.52 GPA
Pompano Beach High School
Westlake Financial Services August 2014 - Present
Florida Atlantic University January 2013 - May 2014
Kimball Political Consulting May 2013 - October 2013
Dawson James Securities July 2011 - March 2012
Skills
Financial Analysis, Investment Banking, Finance, Econometric Modeling, Statistical Modeling, Stata, Research, CRM, Microsoft Excel, Statistical Data..., Artificial Neural..., SAS, Microsoft SQL Server, MySQL, VBA, Series 7, Series 63, Weka, Microsoft Word, Financial Modeling, Consulting, Teaching, Bilingual -..., Data Analysis, PowerPoint
Education
Florida Atlantic University 2013 — 2014
Master of Science (MS), Economics, 4.0 GPA
University of Colorado Boulder - Leeds School of Business 2008 — 2011
B.S, Business Administration; Finance, 3.52 GPA
Pompano Beach High School
William Swink William Swink's Dawson James Securities Experience October 2014 - Present
Job Financial Consultant at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities October 2014 - Present
Personal Account June 2014 - October 2014
Florida International University January 2012 - December 2012
Merrill Lynch, Pierce, Fenner & Smith April 2012 - August 2012
American Multi-Cinema (AMC) October 2005 - April 2008
Skills
Analytical Skills, Financial Statement..., Financial Modeling, Risk Management, Proprietary Trading, Technical Analysis, Fundamental Analysis, Economics, Operations Management, FX Trading, Team Leadership, Reflexivity, Portfolio Management, Customer Service, Microsoft Excel, Event Planning, Leadership, Public Speaking, Microsoft Word, PowerPoint, Sales, Microsoft Office, Finance, Investments
Education
Florida International University - College of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.3
Dawson James Securities October 2014 - Present
Personal Account June 2014 - October 2014
Florida International University January 2012 - December 2012
Merrill Lynch, Pierce, Fenner & Smith April 2012 - August 2012
American Multi-Cinema (AMC) October 2005 - April 2008
Skills
Analytical Skills, Financial Statement..., Financial Modeling, Risk Management, Proprietary Trading, Technical Analysis, Fundamental Analysis, Economics, Operations Management, FX Trading, Team Leadership, Reflexivity, Portfolio Management, Customer Service, Microsoft Excel, Event Planning, Leadership, Public Speaking, Microsoft Word, PowerPoint, Sales, Microsoft Office, Finance, Investments
Education
Florida International University - College of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.3
Jean-Pierre Ayala Jean-Pierre Ayala's Dawson James Securities Experience December 2010 - 2012
Job Sr.V.P. South East Region at Laidlaw & Company
Industry Investment Banking
Experience
Laidlaw & Company September 2012 - Present
Dawson James Securities December 2010 - 2012
National Securities September 2000 - December 2010
Skills
Jean-Pierre Ayala has..., Investment Banking, Private Equity, Venture Capital, Investments, Wealth Management, ETFs, Communication, Trading, Series 7, Situation Analysis, Equities, Portfolio Management, Securities, Financial Advisory
Education
TFC Institute of Finance 1995 — 1996
Regulatory Series 7 License and Series 63 License, Investments and Securities
City University of New York-Herbert H. Lehman College 1992 — 1996
Pre Med, Marine Biology and Biological Oceanography
Borough of Manhattan Community College 1990 — 1992
Laidlaw & Company September 2012 - Present
Dawson James Securities December 2010 - 2012
National Securities September 2000 - December 2010
Skills
Jean-Pierre Ayala has..., Investment Banking, Private Equity, Venture Capital, Investments, Wealth Management, ETFs, Communication, Trading, Series 7, Situation Analysis, Equities, Portfolio Management, Securities, Financial Advisory
Education
TFC Institute of Finance 1995 — 1996
Regulatory Series 7 License and Series 63 License, Investments and Securities
City University of New York-Herbert H. Lehman College 1992 — 1996
Pre Med, Marine Biology and Biological Oceanography
Borough of Manhattan Community College 1990 — 1992
Ross James Lund's Dawson James Securities Experience June 2015 - October 2015
Job Account Executive at Dawson James Securities
Industry Investment Banking
Experience
Dawson James Securities June 2015 - October 2015
Skills
Equity Trading, Derivatives Trading, Options, Natural Gas Trading, Finance, Financial Analysis, Volatility Arbitrage, Big Data, Microsoft Excel, Tableau, Microsoft SQL Server, Relating to Clients, Customer Service
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Finance, Investments
Dawson James Securities June 2015 - October 2015
Skills
Equity Trading, Derivatives Trading, Options, Natural Gas Trading, Finance, Financial Analysis, Volatility Arbitrage, Big Data, Microsoft Excel, Tableau, Microsoft SQL Server, Relating to Clients, Customer Service
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Finance, Investments
Shawn Simpson Shawn Simpson's Dawson James Securities Experience 2009 - 2009
Job Graduate Student, Investment Analyst and Consultant
Industry Investment Management
Experience
Prince George's County Economic Development Corporation 2015 - Present
Morgan State University 2012 - 2013
Dawson James Securities 2009 - 2009
NovaStar Mortgage 2005 - 2008
e Mortgage Solutions 2005 - 2005
Savings 1st Mortgage 2004 - 2004
State Use Industries 2001 - 2004
Schlenger/Pitz & Associates, Inc 1999 - 2001
Provident Bank (Now known as M&T Bank) 1998 - 1999
Skills
Investments, Financial Analysis, Finance, Loans, Credit, Credit Analysis, Sales, Investment Advisory, Investment Strategies, Investment Management, Return on Investment..., Mortgage Lending, Mortgage Banking, Mortgage Analytics, Capital Markets, Portfolio Management, Financial Economics, Financial Econometrics, Forecasting, Financial Modeling, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Derivatives Trading, Real Estate Economics, Real Estate Financing, Real Estate Investments, Real Estate, Risk Analysis, Quantitative Risk..., Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Leadership, Data Analysis, Analysis, Access, Teamwork, Time Management, Economics, Corporate Finance, Banking, Risk Management, Asset Management, Communication, Budgets, Valuation
Education
Creighton University's Heider College of Business 2015 — 2017
Master’s Degree, Investment Management and Financial Analysis
University of Maryland Baltimore County 2011 — 2014
Bachelor's Degree, Financial Economics
University of Phoenix 2008 — 2010
Associate's Degree, Finance and Financial Management Services
SSVC
Securities Training Corporation
FINRA - Series 7 and 66 Licenses, Registered Investment Advisor and Registered Securities Representative
Prince George's County Economic Development Corporation 2015 - Present
Morgan State University 2012 - 2013
Dawson James Securities 2009 - 2009
NovaStar Mortgage 2005 - 2008
e Mortgage Solutions 2005 - 2005
Savings 1st Mortgage 2004 - 2004
State Use Industries 2001 - 2004
Schlenger/Pitz & Associates, Inc 1999 - 2001
Provident Bank (Now known as M&T Bank) 1998 - 1999
Skills
Investments, Financial Analysis, Finance, Loans, Credit, Credit Analysis, Sales, Investment Advisory, Investment Strategies, Investment Management, Return on Investment..., Mortgage Lending, Mortgage Banking, Mortgage Analytics, Capital Markets, Portfolio Management, Financial Economics, Financial Econometrics, Forecasting, Financial Modeling, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Derivatives Trading, Real Estate Economics, Real Estate Financing, Real Estate Investments, Real Estate, Risk Analysis, Quantitative Risk..., Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Leadership, Data Analysis, Analysis, Access, Teamwork, Time Management, Economics, Corporate Finance, Banking, Risk Management, Asset Management, Communication, Budgets, Valuation
Education
Creighton University's Heider College of Business 2015 — 2017
Master’s Degree, Investment Management and Financial Analysis
University of Maryland Baltimore County 2011 — 2014
Bachelor's Degree, Financial Economics
University of Phoenix 2008 — 2010
Associate's Degree, Finance and Financial Management Services
SSVC
Securities Training Corporation
FINRA - Series 7 and 66 Licenses, Registered Investment Advisor and Registered Securities Representative
Dave Custons Dave Custons's Dawson James Securities Experience December 2001 - June 2005
Job Sales at Pax Jets
Industry Airlines/Aviation
Experience
Pax Jets October 2011 - Present
24 Hour Fitness - SoHo September 2009 - July 2011
EZ StormShield, Inc. May 2006 - July 2009
Town Sports International - NYSC November 2007 - September 2008
24 Hour Fitness June 2005 - September 2006
Dawson James Securities December 2001 - June 2005
Northern League / Frontier League May 1999 - August 2001
Skills
Sales, Strategic Planning, Budget, Marketing Strategy, Product Development, Budgets, Sales Management, Training, Team Building, Sales Process, Retail, Program Management, Inventory Management, Management, Marketing, Analysis, B2B, Business Planning, Coaching, Customer Satisfaction, Customer Service, Direct Sales, Event Planning, Human Resources, Recruiting, Event Management
Education
Lynn University 1996 — 1999
B.S., Hospitality Administration
Yorktown High School
Concordia College-New York
Concordia College-New York
Pax Jets October 2011 - Present
24 Hour Fitness - SoHo September 2009 - July 2011
EZ StormShield, Inc. May 2006 - July 2009
Town Sports International - NYSC November 2007 - September 2008
24 Hour Fitness June 2005 - September 2006
Dawson James Securities December 2001 - June 2005
Northern League / Frontier League May 1999 - August 2001
Skills
Sales, Strategic Planning, Budget, Marketing Strategy, Product Development, Budgets, Sales Management, Training, Team Building, Sales Process, Retail, Program Management, Inventory Management, Management, Marketing, Analysis, B2B, Business Planning, Coaching, Customer Satisfaction, Customer Service, Direct Sales, Event Planning, Human Resources, Recruiting, Event Management
Education
Lynn University 1996 — 1999
B.S., Hospitality Administration
Yorktown High School
Concordia College-New York
Concordia College-New York
Christopher Wienecke Christopher Wienecke's Dawson James Securities Experience October 2010 - June 2012
Job Regional Bank Private Banker
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Merrill Lynch June 2012 - May 2013
Dawson James Securities October 2010 - June 2012
Long & Foster Companies January 2007 - November 2010
Skills
Financial Advisory, Investment Banking, Investments, Banking, Retirement
Education
Towson University 2009 — 2011
B.A, Finance
University of Baltimore 2007 — 2009
Finance
Wells Fargo June 2013 - Present
Merrill Lynch June 2012 - May 2013
Dawson James Securities October 2010 - June 2012
Long & Foster Companies January 2007 - November 2010
Skills
Financial Advisory, Investment Banking, Investments, Banking, Retirement
Education
Towson University 2009 — 2011
B.A, Finance
University of Baltimore 2007 — 2009
Finance
Laura Lea Lytle Laura Lea Lytle's Dawson James Securities Experience September 2010 - Present
Job Accountant at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities September 2010 - Present
JHS Capital Advisors, Inc. June 2005 - July 2010
STERLING FINANCIAL INVESTMENT GROUP (SFIG) January 2000 - January 2005
Robert E. Huebner, PA January 1985 - January 2000
Education
Broward Community College
Accounting
Stevenson High
Dawson James Securities September 2010 - Present
JHS Capital Advisors, Inc. June 2005 - July 2010
STERLING FINANCIAL INVESTMENT GROUP (SFIG) January 2000 - January 2005
Robert E. Huebner, PA January 1985 - January 2000
Education
Broward Community College
Accounting
Stevenson High
Jonathan Lawrence Jonathan Lawrence's Dawson James Securities Experience June 2015 - Present
Job Senior Vice PresidentInvestments at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities June 2015 - Present
Arjent LLC. December 2009 - June 2015
Laidlaw & Company (UK) Ltd. April 2003 - December 2009
HCFP/Brenner Securities October 2001 - April 2003
W.J. Nolan & Company, Inc. February 1999 - October 2001
Preferred Capital Markets, Inc. September 1997 - February 1999
GKN Securities Corp. June 1993 - September 1997
Airline Stationery September 1991 - June 1993
Skills
Real Estate, Corporate Finance, Financial Advisory, Equities, Online Advertising, Finance, Marketing Strategy, Series 7, Management, Investment Banking, Investments, Sales, Mergers & Acquisitions, Strategy, Economics, Wealth Management, Series 63, New Business Development, Marketing, Portfolio Management, Start-ups
Education
University of Maryland College Park 1988 — 1991
BS, Consumer Economics
Dawson James Securities June 2015 - Present
Arjent LLC. December 2009 - June 2015
Laidlaw & Company (UK) Ltd. April 2003 - December 2009
HCFP/Brenner Securities October 2001 - April 2003
W.J. Nolan & Company, Inc. February 1999 - October 2001
Preferred Capital Markets, Inc. September 1997 - February 1999
GKN Securities Corp. June 1993 - September 1997
Airline Stationery September 1991 - June 1993
Skills
Real Estate, Corporate Finance, Financial Advisory, Equities, Online Advertising, Finance, Marketing Strategy, Series 7, Management, Investment Banking, Investments, Sales, Mergers & Acquisitions, Strategy, Economics, Wealth Management, Series 63, New Business Development, Marketing, Portfolio Management, Start-ups
Education
University of Maryland College Park 1988 — 1991
BS, Consumer Economics
Jay Skolnick Jay Skolnick's Dawson James Securities Experience April 2010 - Present
Job Head Trader at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities April 2010 - Present
Security Traders Association of Florida 1981 - Present
Lighthouse Financial Group March 2009 - November 2009
Forge Financial Group 2004 - March 2009
Trading Compliance Analysis 1982 - 2009
Ladenburg Thalmann 1999 - June 2003
First Colonial Securities 1998 - 1999
Barron Chase Securities 1995 - 1998
J.W. Charles Financial Services 1990 - 1995
N.A.I.B. 1989 - 1990
Skills
Bloomberg, Trading
Education
Broward College
Dawson James Securities April 2010 - Present
Security Traders Association of Florida 1981 - Present
Lighthouse Financial Group March 2009 - November 2009
Forge Financial Group 2004 - March 2009
Trading Compliance Analysis 1982 - 2009
Ladenburg Thalmann 1999 - June 2003
First Colonial Securities 1998 - 1999
Barron Chase Securities 1995 - 1998
J.W. Charles Financial Services 1990 - 1995
N.A.I.B. 1989 - 1990
Skills
Bloomberg, Trading
Education
Broward College
Greg Garson's Dawson James Securities Experience May 2007 - February 2010
Job President at Latitude 360, Inc.
Industry Restaurants
Experience
Latitude 360, Inc. - Upscale Restaurant and Entertainment Destinations February 2010 - Present
The Brownstone Group February 2010 - April 2012
Dawson James Securities May 2007 - February 2010
Skills
Corporate Finance, Investment Banking, Investments, Start-ups, Private Placements, Due Diligence, Finance, Securities, Budgets, Mergers & Acquisitions, Private Equity, IPO, Financial Modeling, Corporate Development, Options, Valuation, Emerging Markets, Asset Management, Venture Capital, Capital Markets, Trading, Equities, Executive Management
Education
Oglethorpe University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General and Economics
Chamblee High School 1975 — 1979
Latitude 360, Inc. - Upscale Restaurant and Entertainment Destinations February 2010 - Present
The Brownstone Group February 2010 - April 2012
Dawson James Securities May 2007 - February 2010
Skills
Corporate Finance, Investment Banking, Investments, Start-ups, Private Placements, Due Diligence, Finance, Securities, Budgets, Mergers & Acquisitions, Private Equity, IPO, Financial Modeling, Corporate Development, Options, Valuation, Emerging Markets, Asset Management, Venture Capital, Capital Markets, Trading, Equities, Executive Management
Education
Oglethorpe University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General and Economics
Chamblee High School 1975 — 1979
Anthony Iemmello's Dawson James Securities Experience October 2013 - December 2014
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2015 - Present
Dawson James Securities October 2013 - December 2014
ADP June 2013 - August 2013
Skills
Series 7, PowerPoint, Life & Health Insurance..., Microsoft Office, Microsoft Excel, Sales, Investment Banking, Finance, Investments, Social Media, Team Leadership, Leadership, Team Building, Customer Service, Bloomberg, Team Management, Market Research, Direct Sales
Education
Monmouth University 2010 — 2014
Bachelor of Science in Business/Management Concentration
Morgan Stanley September 2015 - Present
Dawson James Securities October 2013 - December 2014
ADP June 2013 - August 2013
Skills
Series 7, PowerPoint, Life & Health Insurance..., Microsoft Office, Microsoft Excel, Sales, Investment Banking, Finance, Investments, Social Media, Team Leadership, Leadership, Team Building, Customer Service, Bloomberg, Team Management, Market Research, Direct Sales
Education
Monmouth University 2010 — 2014
Bachelor of Science in Business/Management Concentration
Paul DiPietro's Dawson James Securities Experience January 2012 - Present
Job Senior Vice President Investments Dawson James Securities, Inc.
Industry Financial Services
Experience
Dawson James Securities January 2012 - Present
Investors Capital March 2007 - December 2011
Chicago Investment Group April 2005 - March 2007
GunnAllen Financial April 2003 - April 2005
KSH Investment Group December 2001 - April 2003
Skills
Long / Short Equity, Fixed Income, Insurance, Investment Banking, Private Equity
Education
City University of New York-Queens College 1998 — 2000
B.A.
Nassau Community College 1996 — 1998
A.A.
Dawson James Securities January 2012 - Present
Investors Capital March 2007 - December 2011
Chicago Investment Group April 2005 - March 2007
GunnAllen Financial April 2003 - April 2005
KSH Investment Group December 2001 - April 2003
Skills
Long / Short Equity, Fixed Income, Insurance, Investment Banking, Private Equity
Education
City University of New York-Queens College 1998 — 2000
B.A.
Nassau Community College 1996 — 1998
A.A.
Todd Edwards's Dawson James Securities Experience January 2014 - June 2015
Job Sales and Credit
Industry Financial Services
Experience
Lenders Loan Capital January 2015 - Present
Dawson James Securities January 2014 - June 2015
Gubagoo January 2014 - May 2014
Optimal Fusion Inc January 2013 - June 2013
Double Fusion January 2012 - January 2013
One Touch Marketing January 2009 - January 2012
Topdot Mortgage April 2005 - March 2009
Equifax June 2002 - April 2005
Skills
Sales Management, Customer Service, Public Relations, Relationship Marketing, Advertising, Search Advertising, Digital Marketing, Online Advertising, Online Lead Generation, Inbound Marketing, Sales Operations, Direct Sales, Creative Direction, SEO, Sales, Marketing Strategy, New Business Development, Lead Generation, CRM, Email Marketing, Digital Media, Media Buying, Strategy, Marketing
Education
Florida State University 1997 — 2002
Bachelor's degree, Finance and Computer Science, 3.5
Lenders Loan Capital January 2015 - Present
Dawson James Securities January 2014 - June 2015
Gubagoo January 2014 - May 2014
Optimal Fusion Inc January 2013 - June 2013
Double Fusion January 2012 - January 2013
One Touch Marketing January 2009 - January 2012
Topdot Mortgage April 2005 - March 2009
Equifax June 2002 - April 2005
Skills
Sales Management, Customer Service, Public Relations, Relationship Marketing, Advertising, Search Advertising, Digital Marketing, Online Advertising, Online Lead Generation, Inbound Marketing, Sales Operations, Direct Sales, Creative Direction, SEO, Sales, Marketing Strategy, New Business Development, Lead Generation, CRM, Email Marketing, Digital Media, Media Buying, Strategy, Marketing
Education
Florida State University 1997 — 2002
Bachelor's degree, Finance and Computer Science, 3.5
Brendon Fox's Dawson James Securities Experience October 2011 - May 2012
Job Sales & Business Development Professional
Industry Financial Services
Experience
The Deal May 2014 - September 2015
Windows on the Water June 2007 - September 2014
Broadway Lighting & Electric Corporation January 2008 - March 2013
Dawson James Securities October 2011 - May 2012
Monmouth University Center for Entrepreneurship September 2010 - June 2011
Rumson Wine & Spirits August 2005 - November 2010
Monmouth University Center for Entrepreneurship January 2010 - September 2010
Skills
Marketing, Entrepreneurship, Leadership, Microsoft Office, Sales, Social Media Marketing, Information Technology, Management, Business Planning, Business Process, Business Strategy, Business Development, Marketing Communications, Customer Service, Marketing Strategy, Strategy, Event Management, Retail, Small Business
Education
Monmouth University
Bachelor’s Degree, Business Administration/Management Concentration, 3.58 GPA
College of Charleston
Business Administration, Management and Operations
The Deal May 2014 - September 2015
Windows on the Water June 2007 - September 2014
Broadway Lighting & Electric Corporation January 2008 - March 2013
Dawson James Securities October 2011 - May 2012
Monmouth University Center for Entrepreneurship September 2010 - June 2011
Rumson Wine & Spirits August 2005 - November 2010
Monmouth University Center for Entrepreneurship January 2010 - September 2010
Skills
Marketing, Entrepreneurship, Leadership, Microsoft Office, Sales, Social Media Marketing, Information Technology, Management, Business Planning, Business Process, Business Strategy, Business Development, Marketing Communications, Customer Service, Marketing Strategy, Strategy, Event Management, Retail, Small Business
Education
Monmouth University
Bachelor’s Degree, Business Administration/Management Concentration, 3.58 GPA
College of Charleston
Business Administration, Management and Operations
Anna Strohsahl's Dawson James Securities Experience May 2012 - July 2012
Job Associate Wealth Management Advisor at Mattson & Associates, Northwestern Mutual
Industry Financial Services
Experience
Equinoxe Alternative Investment Services October 2013 - March 2014
North Florida Financial Corporation July 2012 - April 2013
Dawson James Securities May 2012 - July 2012
Skills
Investments, Series 7, Series 63, Financial Services, Bloomberg Terminal, Analysis, Financial Modeling, Finance, Valuation, Fund Accounting, NAV, Financial Reporting, Hedge Funds, Account Reconciliation
Education
University of Georgia - Terry College of Business 2015 — 2016
Executive Program for CFP® Certification
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Applied Economics, 3.6
Equinoxe Alternative Investment Services October 2013 - March 2014
North Florida Financial Corporation July 2012 - April 2013
Dawson James Securities May 2012 - July 2012
Skills
Investments, Series 7, Series 63, Financial Services, Bloomberg Terminal, Analysis, Financial Modeling, Finance, Valuation, Fund Accounting, NAV, Financial Reporting, Hedge Funds, Account Reconciliation
Education
University of Georgia - Terry College of Business 2015 — 2016
Executive Program for CFP® Certification
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Applied Economics, 3.6
Sean Mollard's Dawson James Securities Experience June 2007 - September 2012
Job Director of Syndicate at WestPark Capital, Inc.
Industry Financial Services
Experience
WestPark Capital, Inc. October 2014 - Present
Aegis Capital July 2013 - January 2014
Dawson James Securities June 2007 - September 2012
Skills
Investment Banking, Trading, Investments, Series 7, Private Equity, Business Strategy, Financial Services, Equities, Securities, Hedge Funds, Asset Management, Management, Finance, Alternative Investments, Valuation, Financial Analysis, Capital Markets, Portfolio Management, Mutual Funds
Education
Newton South High School
Umass Amherst
University of Massachusetts, Amherst
WestPark Capital, Inc. October 2014 - Present
Aegis Capital July 2013 - January 2014
Dawson James Securities June 2007 - September 2012
Skills
Investment Banking, Trading, Investments, Series 7, Private Equity, Business Strategy, Financial Services, Equities, Securities, Hedge Funds, Asset Management, Management, Finance, Alternative Investments, Valuation, Financial Analysis, Capital Markets, Portfolio Management, Mutual Funds
Education
Newton South High School
Umass Amherst
University of Massachusetts, Amherst
Daniel J. Walsh, MBA Daniel J. Walsh, MBA's Dawson James Securities Experience October 2009 - July 2011
Job Sales & Trading Assistant Natural Gas & Power
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Barclays May 2013 - May 2014
Virtus Partners, LLC July 2011 - May 2013
Dawson James Securities October 2009 - July 2011
Markit April 2005 - September 2009
Skills
Microsoft Office, Advanced Excel Skills, ClearPar Loan..., CDO Suite, Markit - Loan-X, Bloomberg Terminal, Loan I.Q., Leveraged Finance, Financial Reporting, Financial Planning, Financial Management, Financial Advisory, Bonds, Loans, Fixed Income, Settlement, Securities, Debt, Middle Office, Investment Banking, Hedge Funds, Portfolio Management, Trading, Asset Management, Bloomberg, Capital Markets, Investments, Equities, Due Diligence, Structured Products, Derivatives, Managerial Finance, Financial Risk, Mutual Funds, Financial Services, Financial Modeling, Finance, Analysis, Structured Finance, Banking, Series 7, Financial Markets, Corporate Actions, Valuation, Alternative Investments, Management, Risk Management, Financial Analysis, Credit, CRM
Education
Nova Southeastern University 2009 — 2013
M.B.A., Concentration in Management
State University of New York College at Oneonta 2001 — 2004
B.S., Business Economics
Bank of America Merrill Lynch May 2014 - Present
Barclays May 2013 - May 2014
Virtus Partners, LLC July 2011 - May 2013
Dawson James Securities October 2009 - July 2011
Markit April 2005 - September 2009
Skills
Microsoft Office, Advanced Excel Skills, ClearPar Loan..., CDO Suite, Markit - Loan-X, Bloomberg Terminal, Loan I.Q., Leveraged Finance, Financial Reporting, Financial Planning, Financial Management, Financial Advisory, Bonds, Loans, Fixed Income, Settlement, Securities, Debt, Middle Office, Investment Banking, Hedge Funds, Portfolio Management, Trading, Asset Management, Bloomberg, Capital Markets, Investments, Equities, Due Diligence, Structured Products, Derivatives, Managerial Finance, Financial Risk, Mutual Funds, Financial Services, Financial Modeling, Finance, Analysis, Structured Finance, Banking, Series 7, Financial Markets, Corporate Actions, Valuation, Alternative Investments, Management, Risk Management, Financial Analysis, Credit, CRM
Education
Nova Southeastern University 2009 — 2013
M.B.A., Concentration in Management
State University of New York College at Oneonta 2001 — 2004
B.S., Business Economics
Elise Stern Elise Stern's Dawson James Securities Experience July 2013 - Present
Job Managing Director, Corporate Finance at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities July 2013 - Present
Dominick & Dominick LLC October 2011 - June 2013
Merriman Capital, Inc. September 2002 - November 2011
Volpe Brown Whelan 1991 - 1993
Montgomery Securities 1988 - 1990
Skills
Capital Raising,..., Project Planning, Capital Markets, Business Strategy, Investment Banking, New Business Development, Wealth Management, Capital Raising, Executive Management, Restructuring, Start-ups, Business Planning, Venture Capital, Strategy, Corporate Development, Securities, Entrepreneurship, Emerging Markets, Bloomberg, Trading, Series 63, Finance, Investor Relations, Private Placements, Equity Research, Management Consulting, Leadership, Financial Structuring, Series 7, Financial Services
Education
Fordham University - Graduate School of Business Administration 1982 — 1984
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Finance
Roslyn High School 1972 — 1976
Regents Degree
Dawson James Securities July 2013 - Present
Dominick & Dominick LLC October 2011 - June 2013
Merriman Capital, Inc. September 2002 - November 2011
Volpe Brown Whelan 1991 - 1993
Montgomery Securities 1988 - 1990
Skills
Capital Raising,..., Project Planning, Capital Markets, Business Strategy, Investment Banking, New Business Development, Wealth Management, Capital Raising, Executive Management, Restructuring, Start-ups, Business Planning, Venture Capital, Strategy, Corporate Development, Securities, Entrepreneurship, Emerging Markets, Bloomberg, Trading, Series 63, Finance, Investor Relations, Private Placements, Equity Research, Management Consulting, Leadership, Financial Structuring, Series 7, Financial Services
Education
Fordham University - Graduate School of Business Administration 1982 — 1984
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Finance
Roslyn High School 1972 — 1976
Regents Degree
Christopher Jula's Dawson James Securities Experience July 2015 - Present
Job at
Industry Financial Services
Experience
Dawson James Securities July 2015 - Present
Wells Fargo Advisors July 2014 - July 2015
Skills
Strategy, Government, Market Research, Executive Management, Management
Education
John Carroll University 2004 — 2008
Bachelor of Science (BS), Economics
Dawson James Securities July 2015 - Present
Wells Fargo Advisors July 2014 - July 2015
Skills
Strategy, Government, Market Research, Executive Management, Management
Education
John Carroll University 2004 — 2008
Bachelor of Science (BS), Economics
Casey O'Donnell, MBA's Dawson James Securities Experience April 2011 - September 2012
Job Vice President of Sales Division at MacroVest Strategies (MVS)
Industry Financial Services
Experience
MacroVest Strategies (MVS) June 2013 - Present
Dawson James Securities April 2011 - September 2012
Apple Retail 2007 - 2011
Skills
Investments, Private Equity, Mutual Funds, Series 63, Investment Banking, Series 7, Strategic Financial..., Sales, Securities, Valuation, Alternative Investments, iWork, Microsoft Excel, Microsoft Word, Finance, Portfolio Management, Bloomberg, Due Diligence, Equities, Financial Planning, Trading
Education
Lynn University 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Lynn University 2006 — 2010
Bachelor of science, Business Administration and Management, General
Canterbury School 2002 — 2006
MacroVest Strategies (MVS) June 2013 - Present
Dawson James Securities April 2011 - September 2012
Apple Retail 2007 - 2011
Skills
Investments, Private Equity, Mutual Funds, Series 63, Investment Banking, Series 7, Strategic Financial..., Sales, Securities, Valuation, Alternative Investments, iWork, Microsoft Excel, Microsoft Word, Finance, Portfolio Management, Bloomberg, Due Diligence, Equities, Financial Planning, Trading
Education
Lynn University 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Lynn University 2006 — 2010
Bachelor of science, Business Administration and Management, General
Canterbury School 2002 — 2006
Kenneth Latawiec Kenneth Latawiec's Dawson James Securities Experience August 2011 - May 2012
Job Investor Services at Preqin
Industry Venture Capital & Private Equity
Experience
Preqin June 2012 - Present
Dawson James Securities August 2011 - May 2012
Summit Financial Resources, Inc. January 2011 - August 2011
UBS Wealth Management May 2010 - September 2010
Skills
Private Equity, Hedge Funds, Investments, Infrastructure, Venture Capital, Alternative Investments, Alternative Assets, Real Estate, Investor Relations
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2011
Bachelor of Science, Finance
Manalapan High School
Preqin June 2012 - Present
Dawson James Securities August 2011 - May 2012
Summit Financial Resources, Inc. January 2011 - August 2011
UBS Wealth Management May 2010 - September 2010
Skills
Private Equity, Hedge Funds, Investments, Infrastructure, Venture Capital, Alternative Investments, Alternative Assets, Real Estate, Investor Relations
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2011
Bachelor of Science, Finance
Manalapan High School
Clay Champion's Dawson James Securities Experience 2009 - 2010
Job Manager of Strategic Development, Experienced in Graphic Design, Photography, and IT
Industry Law Practice
Experience
The Law Offices of Greenstein & Associates April 2013 - December 2014
Multiple Locations March 2007 - October 2012
Multiple Production Companies 2009 - 2011
Dawson James Securities 2009 - 2010
Europe + Middle East 2008 - 2009
Israeli Defense Force 2007 - 2008
Ritz Camera & Image July 2005 - February 2007
Staples January 2005 - November 2005
Broward County Office of Medical Examiner and Trauma Services 2005 - 2005
Skills
Single-lens Reflex..., InDesign, Premiere Pro, 3D Studio Max, Unreal Engine 3, Audition CS6, Balsamiq, HTML, CSS3, Hackintosh, Photoshop, Illustrator, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Bartending, VDJ, PC Assembly, Security Mgmt
Education
Florida Atlantic University 2006 — 2015
Master's of Science in Information Technology Management (MSITM) - Currently Pursuing, B.A., IT, Political Science and Government, minor in Computer Science, President's List
New York Bartending School 2008 — 2008
40hr Bartending Cert.
Blanche Ely High School 2002 — 2006
High School Diploma, Medical Magnet Program
The Law Offices of Greenstein & Associates April 2013 - December 2014
Multiple Locations March 2007 - October 2012
Multiple Production Companies 2009 - 2011
Dawson James Securities 2009 - 2010
Europe + Middle East 2008 - 2009
Israeli Defense Force 2007 - 2008
Ritz Camera & Image July 2005 - February 2007
Staples January 2005 - November 2005
Broward County Office of Medical Examiner and Trauma Services 2005 - 2005
Skills
Single-lens Reflex..., InDesign, Premiere Pro, 3D Studio Max, Unreal Engine 3, Audition CS6, Balsamiq, HTML, CSS3, Hackintosh, Photoshop, Illustrator, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Bartending, VDJ, PC Assembly, Security Mgmt
Education
Florida Atlantic University 2006 — 2015
Master's of Science in Information Technology Management (MSITM) - Currently Pursuing, B.A., IT, Political Science and Government, minor in Computer Science, President's List
New York Bartending School 2008 — 2008
40hr Bartending Cert.
Blanche Ely High School 2002 — 2006
High School Diploma, Medical Magnet Program
Jordan MacWha Jordan MacWha's Dawson James Securities Experience February 2010 - Present
Job Broker at Dawson James Securities
Industry Investment Banking
Experience
Dawson James Securities February 2010 - Present
Education
Florida Atlantic University 2009 — 2010
Towson University 2006 — 2009
Coastal Carolina University 2005 — 2006
Stephen Decatur High School
Dawson James Securities February 2010 - Present
Education
Florida Atlantic University 2009 — 2010
Towson University 2006 — 2009
Coastal Carolina University 2005 — 2006
Stephen Decatur High School
Mike Barbalace's Dawson James Securities Experience August 2014 - June 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Dawson James Securities August 2014 - June 2015
Silver Spring Warriors Lacrosse Club U-15 March 2012 - May 2014
Northwestern Mutual May 2012 - August 2012
Skills
Investment Banking, Wealth Management, Financial Planning, Retirement Planning, College Education...
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Bachelor's Degree, Finance, General and Operations Management
Washington College 2010 — 2011
Business Administration and Management, General
Calvert Hall College High School 2006 — 2010
Dipolma
Merrill Lynch July 2015 - Present
Dawson James Securities August 2014 - June 2015
Silver Spring Warriors Lacrosse Club U-15 March 2012 - May 2014
Northwestern Mutual May 2012 - August 2012
Skills
Investment Banking, Wealth Management, Financial Planning, Retirement Planning, College Education...
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Bachelor's Degree, Finance, General and Operations Management
Washington College 2010 — 2011
Business Administration and Management, General
Calvert Hall College High School 2006 — 2010
Dipolma
Donald Sterling Donald Sterling's Dawson James Securities Experience January 2014 - July 2015
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2015 - Present
Dawson James Securities January 2014 - July 2015
Obrians July 2010 - December 2013
Skills
Insurance, Finance, Investments, Financial Analysis, Project Management, Business Development, Series 63
Education
Florida Atlantic University 2010 — 2012
Finance, General
Florida Atlantic University - College of Business 2010 — 2012
Finance, General
Northwestern Mutual July 2015 - Present
Dawson James Securities January 2014 - July 2015
Obrians July 2010 - December 2013
Skills
Insurance, Finance, Investments, Financial Analysis, Project Management, Business Development, Series 63
Education
Florida Atlantic University 2010 — 2012
Finance, General
Florida Atlantic University - College of Business 2010 — 2012
Finance, General
Harish Aiyar's Dawson James Securities Experience April 2005 - August 2007
Job Analyst at Stevens Capital Management LP
Industry Investment Management
Experience
CS McKee LP April 2015 - Present
Stevens Capital Management LP September 2007 - May 2013
Dawson James Securities April 2005 - August 2007
Shaker Investments January 2000 - April 2005
VAMC January 1994 - December 1999
Skills
Valuation, Hedge Funds, Portfolio Management, Equities, Investments, Biotechnology, Research, Analysis, Healthcare, Medical Devices, Biomedical Engineering
Education
Case Western Reserve University 1993 — 1999
PhD, Biomedical Engineering
Rensselaer Polytechnic Institute 1988 — 1991
BS, Biomedical Engineering
Conestoga H.S. 1985 — 1988
CS McKee LP April 2015 - Present
Stevens Capital Management LP September 2007 - May 2013
Dawson James Securities April 2005 - August 2007
Shaker Investments January 2000 - April 2005
VAMC January 1994 - December 1999
Skills
Valuation, Hedge Funds, Portfolio Management, Equities, Investments, Biotechnology, Research, Analysis, Healthcare, Medical Devices, Biomedical Engineering
Education
Case Western Reserve University 1993 — 1999
PhD, Biomedical Engineering
Rensselaer Polytechnic Institute 1988 — 1991
BS, Biomedical Engineering
Conestoga H.S. 1985 — 1988
Carlo Corzine's Dawson James Securities Experience November 2012 - Present
Job Investment Banker at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities November 2012 - Present
Buckman Buckman & Reid May 2009 - December 2012
Newbridge Securities January 2004 - May 2009
Sterling Financial Investment Group 1998 - 2004
Skills
Private Placements, Investment Banking, Investments, Series 7, Capital Markets, Equities, Securities, Corporate Finance, IPO, Venture Capital, Private Equity, Hedge Funds, Valuation, Mergers & Acquisitions, Banking, Investor Relations, Mergers
Education
Anderson University 1977 — 1981
BA, AC, BA & ECON
Ball State University
MBA Accounting
Dawson James Securities November 2012 - Present
Buckman Buckman & Reid May 2009 - December 2012
Newbridge Securities January 2004 - May 2009
Sterling Financial Investment Group 1998 - 2004
Skills
Private Placements, Investment Banking, Investments, Series 7, Capital Markets, Equities, Securities, Corporate Finance, IPO, Venture Capital, Private Equity, Hedge Funds, Valuation, Mergers & Acquisitions, Banking, Investor Relations, Mergers
Education
Anderson University 1977 — 1981
BA, AC, BA & ECON
Ball State University
MBA Accounting
John Putnam's Dawson James Securities Experience September 2006 - December 2008
Job Director of Research at WebVest Advisors
Industry Investment Banking
Experience
WebVest Securities January 2013 - Present
CapStone Investments August 2009 - January 2013
NextWave Research, Inc. December 2008 - August 2009
NextWave Research, Inc November 2008 - August 2009
Dawson James Securities September 2006 - December 2008
Dawson James Securities September 2006 - November 2008
Stanford Group Company May 2004 - July 2006
Stanford Group Company February 2002 - May 2004
Gruntal & Co June 1998 - February 2002
Gruntal September 1997 - June 1998
Skills
Investment Banking, Equity Research, Valuation, Capital Markets, Equities, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Private Equity, Structured Products, Bonds, Investments, Due Diligence, Trading, Corporate Finance, Alternative Investments, Portfolio Management, Asset Managment, Securities
Education
The George Washington University - School of Business 1973 — 1975
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Baldwin-Wallace University 1966 — 1970
Bachelor of Arts (B.A.), Business Administration and Management, General
WebVest Securities January 2013 - Present
CapStone Investments August 2009 - January 2013
NextWave Research, Inc. December 2008 - August 2009
NextWave Research, Inc November 2008 - August 2009
Dawson James Securities September 2006 - December 2008
Dawson James Securities September 2006 - November 2008
Stanford Group Company May 2004 - July 2006
Stanford Group Company February 2002 - May 2004
Gruntal & Co June 1998 - February 2002
Gruntal September 1997 - June 1998
Skills
Investment Banking, Equity Research, Valuation, Capital Markets, Equities, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Private Equity, Structured Products, Bonds, Investments, Due Diligence, Trading, Corporate Finance, Alternative Investments, Portfolio Management, Asset Managment, Securities
Education
The George Washington University - School of Business 1973 — 1975
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Baldwin-Wallace University 1966 — 1970
Bachelor of Arts (B.A.), Business Administration and Management, General
William Dawson's Dawson James Securities Experience December 2008 - March 2009
Job COO at Renew Recovery, LLC
Industry Biotechnology
Experience
Renew Recovery, LLC October 2013 - Present
Greater Louisville Inc. May 2013 - September 2013
Greater Louisville Inc. February 2012 - September 2013
LifeTech Capital Group- Division of Aurora Capital December 2009 - February 2012
Jesup & Lamont May 2009 - November 2009
Dawson James Securities December 2008 - March 2009
Dawson James Securities November 2006 - December 2008
Skills
Biotechnology, Lifesciences, Commercialization, Entrepreneurship, Immunology, Venture Capital, Technology Transfer, Valuation, Executive Management, Science, Management, Biopharmaceuticals, Analysis, Research, Leadership, Licensing, Strategy, Medical Devices, Start-ups, Life Sciences
Education
Eckerd College 2002 — 2006
B.S, Biochemistry, minor Business Management
Greely High School
Renew Recovery, LLC October 2013 - Present
Greater Louisville Inc. May 2013 - September 2013
Greater Louisville Inc. February 2012 - September 2013
LifeTech Capital Group- Division of Aurora Capital December 2009 - February 2012
Jesup & Lamont May 2009 - November 2009
Dawson James Securities December 2008 - March 2009
Dawson James Securities November 2006 - December 2008
Skills
Biotechnology, Lifesciences, Commercialization, Entrepreneurship, Immunology, Venture Capital, Technology Transfer, Valuation, Executive Management, Science, Management, Biopharmaceuticals, Analysis, Research, Leadership, Licensing, Strategy, Medical Devices, Start-ups, Life Sciences
Education
Eckerd College 2002 — 2006
B.S, Biochemistry, minor Business Management
Greely High School
Scott Schalk's Dawson James Securities Experience September 2012 - Present
Job National Sales Manager Head of Capital Markets
Industry Investment Banking
Experience
Dawson James Securities September 2012 - Present
WestPark Capital, Inc. March 2011 - September 2012
Dawson James Securities April 2002 - March 2011
Education
Francis Marion University
ECON
Dawson James Securities September 2012 - Present
WestPark Capital, Inc. March 2011 - September 2012
Dawson James Securities April 2002 - March 2011
Education
Francis Marion University
ECON
Hanna Przyborowski's Dawson James Securities Experience November 2006 - October 2008
Job Partner/Vice President, Midtown Realty Group, LLC
Industry Real Estate
Experience
Midtown Realty Group, LLC March 2011 - Present
River Street Realty March 2003 - February 2011
Dawson James Securities November 2006 - October 2008
Schwab Capital Markets 1987 - 2002
Skills
Derivatives, Series 63, Series 7, Capital Markets, Bloomberg, Valuation, Investment Banking, Equities, Options, Securities, Investments, Bonds, Trading, FINRA
Education
Rutgers University-New Brunswick 1979 — 1983
BA, Economics / Finance
Midtown Realty Group, LLC March 2011 - Present
River Street Realty March 2003 - February 2011
Dawson James Securities November 2006 - October 2008
Schwab Capital Markets 1987 - 2002
Skills
Derivatives, Series 63, Series 7, Capital Markets, Bloomberg, Valuation, Investment Banking, Equities, Options, Securities, Investments, Bonds, Trading, FINRA
Education
Rutgers University-New Brunswick 1979 — 1983
BA, Economics / Finance
B.J. Coberg's Dawson James Securities Experience August 2011 - January 2013
Job Office Manager/Client Liasion Specialist at Chesapeake Financial Solutions
Industry Financial Services
Experience
Chesapeake Financial Solutions June 2013 - Present
Dawson James Securities August 2011 - January 2013
Chesapeake Group February 2007 - August 2011
Window Treatments - Plantation Shutters 2004 - 2007
The Louver Shop of Maryland January 1996 - January 2004
Skills
High work ethic..., Increase value of your..., Excellent communicator, Interpersonal..., Organization Skills, Keen sense of..., Common sense, Sense of Humor, Marketing, Investment Banking, Common Sense, Competitive Analysis, Sales, Equities, Private Equity, Trading, Venture Capital, Alternative Investments, Finance, Communication, Securities
Education
Harford Community College
Chesapeake Financial Solutions June 2013 - Present
Dawson James Securities August 2011 - January 2013
Chesapeake Group February 2007 - August 2011
Window Treatments - Plantation Shutters 2004 - 2007
The Louver Shop of Maryland January 1996 - January 2004
Skills
High work ethic..., Increase value of your..., Excellent communicator, Interpersonal..., Organization Skills, Keen sense of..., Common sense, Sense of Humor, Marketing, Investment Banking, Common Sense, Competitive Analysis, Sales, Equities, Private Equity, Trading, Venture Capital, Alternative Investments, Finance, Communication, Securities
Education
Harford Community College
Donna Williamson Reynolds's Dawson James Securities Experience October 2012 - January 2013
Job IT Business leader who streamlines processes that balance business, technology, and customer needs.
Industry Financial Services
Experience
H.C. Wainwright & Co., LLC October 2013 - Present
Rodman & Renshaw Conferences August 2013 - Present
OneMedPlace November 2012 - January 2014
Dawson James Securities October 2012 - January 2013
Rodman & Renshaw December 2005 - September 2012
Susquehanna Financial Advisors LLC August 2005 - December 2005
University Place Orthopaedics 1999 - 2005
Skills
Securities License: 7,..., Cross-functional Team..., Strategic Planning, Business Analysis, Budgets, Due Diligence, Investment Banking, Finance, Business Process, Event Management, Financial Services, Software Documentation, Team Building, Change Management, Research, Integration, Equity Research, Equities, IT Strategy, Venture Capital, Securities, Corporate Finance, Investments, Hedge Funds
Education
Baruch College
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Colegio Lincoln, San Jose, Costa Rica 1993 — 1996
H.C. Wainwright & Co., LLC October 2013 - Present
Rodman & Renshaw Conferences August 2013 - Present
OneMedPlace November 2012 - January 2014
Dawson James Securities October 2012 - January 2013
Rodman & Renshaw December 2005 - September 2012
Susquehanna Financial Advisors LLC August 2005 - December 2005
University Place Orthopaedics 1999 - 2005
Skills
Securities License: 7,..., Cross-functional Team..., Strategic Planning, Business Analysis, Budgets, Due Diligence, Investment Banking, Finance, Business Process, Event Management, Financial Services, Software Documentation, Team Building, Change Management, Research, Integration, Equity Research, Equities, IT Strategy, Venture Capital, Securities, Corporate Finance, Investments, Hedge Funds
Education
Baruch College
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Colegio Lincoln, San Jose, Costa Rica 1993 — 1996
Justin Colatosti's Dawson James Securities Experience 2010 - 2013
Job Sr. Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2014 - Present
Dawson James Securities 2010 - 2013
GunnAllen Financial 2007 - 2009
Skills
Equities, Bloomberg, Valuation, Capital Markets, Equity Research, Hedge Funds, Investments, Financial Modeling, Financial Markets, Portfolio Management, Asset Management, Fundamental Analysis, Finance, Mutual Funds
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Economics
Franklin Templeton Investments January 2014 - Present
Dawson James Securities 2010 - 2013
GunnAllen Financial 2007 - 2009
Skills
Equities, Bloomberg, Valuation, Capital Markets, Equity Research, Hedge Funds, Investments, Financial Modeling, Financial Markets, Portfolio Management, Asset Management, Fundamental Analysis, Finance, Mutual Funds
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Economics
Maximilian McGregor's Dawson James Securities Experience July 2014 - Present
Job Dawson James
Industry Financial Services
Experience
Dawson James Securities July 2014 - Present
Skills
Series 7, Series 63
Education
Florida Atlantic University
International Business, Economics
Dawson James Securities July 2014 - Present
Skills
Series 7, Series 63
Education
Florida Atlantic University
International Business, Economics
Benjamin Roy's Dawson James Securities Experience May 2011 - September 2011
Job Inside Sales Executive at ZocDoc
Industry Internet
Experience
ZocDoc June 2014 - Present
Wizard Creations May 2012 - May 2014
The Funky Biscuit Bar October 2010 - December 2011
Florida Atlantic University August 2007 - December 2011
ROCKSTAR Energy Drinks November 2009 - October 2011
Dawson James Securities May 2011 - September 2011
Hotwire Communications LLC July 2010 - March 2011
Sigma Phi Epsilon FL XI September 2008 - October 2009
Skills
Business, Finance, Marketing, Public Relations, Sales, Event Planning, Social Media Marketing, Budgets, Customer Service, PowerPoint, Marketing Strategy, Sponsorship, Training, Leadership, Social Media, Management, Social Networking, Public Speaking
Education
Florida Atlantic University 2007 — 2011
Bachelor's degree, Finance, General
Florida Atlantic University 2007 — 2011
Finance
ZocDoc June 2014 - Present
Wizard Creations May 2012 - May 2014
The Funky Biscuit Bar October 2010 - December 2011
Florida Atlantic University August 2007 - December 2011
ROCKSTAR Energy Drinks November 2009 - October 2011
Dawson James Securities May 2011 - September 2011
Hotwire Communications LLC July 2010 - March 2011
Sigma Phi Epsilon FL XI September 2008 - October 2009
Skills
Business, Finance, Marketing, Public Relations, Sales, Event Planning, Social Media Marketing, Budgets, Customer Service, PowerPoint, Marketing Strategy, Sponsorship, Training, Leadership, Social Media, Management, Social Networking, Public Speaking
Education
Florida Atlantic University 2007 — 2011
Bachelor's degree, Finance, General
Florida Atlantic University 2007 — 2011
Finance
Terry Leone's Dawson James Securities Experience September 2013 - Present
Job Operations Administrator
Industry Financial Services
Experience
Dawson James Securities September 2013 - Present
Skills
System Administration, PowerPoint
Education
College of Notre Dame (Weekend College
Bachelor, Arts
Catonsville Community College 1988 — 1990
AA, Business
Dawson James Securities September 2013 - Present
Skills
System Administration, PowerPoint
Education
College of Notre Dame (Weekend College
Bachelor, Arts
Catonsville Community College 1988 — 1990
AA, Business
Jonathan Blum's Dawson James Securities Experience January 2010 - March 2012
Job Managing Director, The Benchmark Company
Industry Investment Banking
Experience
The Benchmark Company February 2013 - Present
Noble Financial April 2012 - February 2013
Dawson James Securities January 2010 - March 2012
Skills
Private Equity, Investment Banking, Venture Capital, Private Placements, Valuation, Due Diligence, IPO, Investments, Hedge Funds, Capital Markets, Mergers & Acquisitions, Equities, Corporate Finance, Financial Modeling, Asset Management, Equity Research, Alternative Investments, Trading, Securities, Series 7
Education
Harvard Business School 1980 — 1982
Master of Business Administration (MBA), Finance, General
Boston University
Bachelor of Science (BS), Finance
The Benchmark Company February 2013 - Present
Noble Financial April 2012 - February 2013
Dawson James Securities January 2010 - March 2012
Skills
Private Equity, Investment Banking, Venture Capital, Private Placements, Valuation, Due Diligence, IPO, Investments, Hedge Funds, Capital Markets, Mergers & Acquisitions, Equities, Corporate Finance, Financial Modeling, Asset Management, Equity Research, Alternative Investments, Trading, Securities, Series 7
Education
Harvard Business School 1980 — 1982
Master of Business Administration (MBA), Finance, General
Boston University
Bachelor of Science (BS), Finance
Brett Fitzgerald's Dawson James Securities Experience June 2013 - Present
Job Institutional Sales Trader at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities June 2013 - Present
Livingston Monroe Capital Group May 2009 - May 2013
Dawson James Securities February 2008 - May 2009
Murphy & Durieu January 2007 - February 2008
First American Capital Group, LLC June 2003 - February 2007
Ladenburg Thalmann June 2000 - June 2003
Gaines Berland 1997 - 1999
Skills
Equities, Trading, Series 7, Series 63, Series 55, Securities, Investments, Hedge Funds, Portfolio Management, Fixed Income, Capital Markets, Options, Asset Managment, Financial Markets, Equity Trading, Trading Systems, Wealth Management, Alternative Investments, FINRA, Asset Management, Trading Strategies, Investment Banking, Series 24, Structured Products
Education
Cazenovia College
Business Administration, Management and Operations
Dawson James Securities June 2013 - Present
Livingston Monroe Capital Group May 2009 - May 2013
Dawson James Securities February 2008 - May 2009
Murphy & Durieu January 2007 - February 2008
First American Capital Group, LLC June 2003 - February 2007
Ladenburg Thalmann June 2000 - June 2003
Gaines Berland 1997 - 1999
Skills
Equities, Trading, Series 7, Series 63, Series 55, Securities, Investments, Hedge Funds, Portfolio Management, Fixed Income, Capital Markets, Options, Asset Managment, Financial Markets, Equity Trading, Trading Systems, Wealth Management, Alternative Investments, FINRA, Asset Management, Trading Strategies, Investment Banking, Series 24, Structured Products
Education
Cazenovia College
Business Administration, Management and Operations
Ryan Chandler, CFA's Dawson James Securities Experience June 2007 - July 2007
Job Energy Analyst
Industry Utilities
Experience
The Energy Authority October 2009 - Present
Fidelity Investments August 2007 - September 2009
Dawson James Securities June 2007 - July 2007
Skills
Forecasting, Portfolio Management, Analysis, Investments, Finance, Energy, Financial Modeling, Financial Analysis, Valuation, Risk Management, Data Analysis, Strategic Financial..., Commodity, Equities
Education
The University of North Dakota 2005 — 2007
BBA, Banking & Financial Economics
United States Naval Academy 2002 — 2004
Economics
The Energy Authority October 2009 - Present
Fidelity Investments August 2007 - September 2009
Dawson James Securities June 2007 - July 2007
Skills
Forecasting, Portfolio Management, Analysis, Investments, Finance, Energy, Financial Modeling, Financial Analysis, Valuation, Risk Management, Data Analysis, Strategic Financial..., Commodity, Equities
Education
The University of North Dakota 2005 — 2007
BBA, Banking & Financial Economics
United States Naval Academy 2002 — 2004
Economics
James Cappuccio's Dawson James Securities Experience September 2012 - April 2013
Job Managing Director, Investment Banking at H.C. Wainwright
Industry Financial Services
Experience
H.C. Wainwright April 2013 - Present
Dawson James Securities September 2012 - April 2013
Redwood Partners II LLC September 2005 - June 2012
RBC Professional Trader Group/G2 Trading LLC October 2008 - November 2010
First New York Securities 2004 - 2005
Rodman & Renshaw 2001 - 2003
Ladenburg Thalmann 2000 - 2002
Ruder Finn 1998 - 2000
Morgen-Walke Associates 1996 - 1998
Skills
Equities, Hedge Funds, Trading, Business Analysis, New Business Development, Investment Banking, Portfolio Management, Options Strategies, Equity Research, Financial Modeling, Investments, Venture Capital, Business Development, Mutual Funds, Equity Trading, Investor Relations, Alternative Investments, Equity Capital Markets, Securities, Capital Markets, Fixed Income, Valuation, Capital, Bloomberg, IPO, Financial Markets, ETFs, Options, Equity Valuation, Private Equity, Corporate Finance, Derivatives, Hedging, Asset Management
Education
Fairleigh Dickinson University 1990 — 1994
Bachelor of Science, Finance
H.C. Wainwright April 2013 - Present
Dawson James Securities September 2012 - April 2013
Redwood Partners II LLC September 2005 - June 2012
RBC Professional Trader Group/G2 Trading LLC October 2008 - November 2010
First New York Securities 2004 - 2005
Rodman & Renshaw 2001 - 2003
Ladenburg Thalmann 2000 - 2002
Ruder Finn 1998 - 2000
Morgen-Walke Associates 1996 - 1998
Skills
Equities, Hedge Funds, Trading, Business Analysis, New Business Development, Investment Banking, Portfolio Management, Options Strategies, Equity Research, Financial Modeling, Investments, Venture Capital, Business Development, Mutual Funds, Equity Trading, Investor Relations, Alternative Investments, Equity Capital Markets, Securities, Capital Markets, Fixed Income, Valuation, Capital, Bloomberg, IPO, Financial Markets, ETFs, Options, Equity Valuation, Private Equity, Corporate Finance, Derivatives, Hedging, Asset Management
Education
Fairleigh Dickinson University 1990 — 1994
Bachelor of Science, Finance
Charmaine Chen's Dawson James Securities Experience 2008 - 2010
Job Bookkeeping at Impact Broward
Industry Financial Services
Experience
Impact Broward 2015 - Present
CIJ Financial Services 2009 - Present
Source1Purchasing 2011 - 2012
Dawson James Securities 2008 - 2010
Capital Growth Financial 2007 - 2008
Bluegreen Vacations 2006 - 2007
Gift Box Corporation 2000 - 2003
Skills
Accounts Payable, Human Resources, Payroll, Accounting, Bookkeeping, Management, Customer Service, Income Tax, Microsoft Excel, Budgets, Microsoft Word, Time Management, PowerPoint, Accounts Receivable
Education
Broward College 2014 — 2016
Bachelor of Applied Science, Operations Management and Supervision
Broward College 2012 — 2014
Associate's degree, Accounting
Passaic County Community College 1996 — 1997
Biology, General
Impact Broward 2015 - Present
CIJ Financial Services 2009 - Present
Source1Purchasing 2011 - 2012
Dawson James Securities 2008 - 2010
Capital Growth Financial 2007 - 2008
Bluegreen Vacations 2006 - 2007
Gift Box Corporation 2000 - 2003
Skills
Accounts Payable, Human Resources, Payroll, Accounting, Bookkeeping, Management, Customer Service, Income Tax, Microsoft Excel, Budgets, Microsoft Word, Time Management, PowerPoint, Accounts Receivable
Education
Broward College 2014 — 2016
Bachelor of Applied Science, Operations Management and Supervision
Broward College 2012 — 2014
Associate's degree, Accounting
Passaic County Community College 1996 — 1997
Biology, General
Andrew Grosso's Dawson James Securities Experience September 2010 - June 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2012 - Present
Dawson James Securities September 2010 - June 2012
Skills
Informational Technology, Equities, Investments, Wealth Management, Mutual Funds, Asset Managment, Financial Advisory, Sales, Securities, Bonds, Series 7
Education
Monmouth University 2008 — 2010
M.A.T., Mathematical Education
Monmouth University 2004 — 2008
B.A., Communication
Wells Fargo Advisors, LLC June 2012 - Present
Dawson James Securities September 2010 - June 2012
Skills
Informational Technology, Equities, Investments, Wealth Management, Mutual Funds, Asset Managment, Financial Advisory, Sales, Securities, Bonds, Series 7
Education
Monmouth University 2008 — 2010
M.A.T., Mathematical Education
Monmouth University 2004 — 2008
B.A., Communication
Harris Kiperman's Dawson James Securities Experience October 2014 - Present
Job Stock Broker
Industry Financial Services
Experience
Dawson James Securities October 2014 - Present
Ener.co January 2013 - Present
Arjent LLC 2009 - 2012
Skills
Series 7, Equities, Series 63, Wealth Management, Investments, Securities, Alternative Investments, Private Equity, Microsoft Excel, Microsoft Word
Education
Long Island University, C.W. Post Campus
University of Maryland College Park
Dawson James Securities October 2014 - Present
Ener.co January 2013 - Present
Arjent LLC 2009 - 2012
Skills
Series 7, Equities, Series 63, Wealth Management, Investments, Securities, Alternative Investments, Private Equity, Microsoft Excel, Microsoft Word
Education
Long Island University, C.W. Post Campus
University of Maryland College Park
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY