Direct Access Partners
Description
Address: 14 Wall St, New York, NY 10005 Phone: (212) 344-0177: : : Place name: : : : Category: Website: Own this business?
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Direct Access Partners Employees
Employee
Years
Job
Industry
Pablo Jimenez Godoy Pablo Jimenez Godoy's Direct Access Partners Experience June 2012 - December 2012
Job Managing Partner at TapToDot
Industry Venture Capital & Private Equity
Experience
TapToDot November 2014 - Present
WeKanCode August 2014 - Present
Violy & Company June 2013 - August 2013
Direct Access Partners June 2012 - December 2012
Skills
Entrepreneurship, Start-ups, Business Development, Venture Capital, Business Strategy, Web Applications, Traffic Monetization, User Interface Design, Mobile Applications, User Experience, Equities, Financial Markets, Investments, Economics, Banking, Hedge Funds
Education
ESCE 2010 — 2015
Bachelor's degree in International Business with a Master's degree in International Finance, International Business, Finance
NYU School of Professional Studies 2012 — 2013
Portfolio Management, B+
NYU School of Professional Studies 2012 — 2013
Intro to Hedge Funds, A
NYU School of Professional Studies 2012 — 2013
Investment Banking, A
TapToDot November 2014 - Present
WeKanCode August 2014 - Present
Violy & Company June 2013 - August 2013
Direct Access Partners June 2012 - December 2012
Skills
Entrepreneurship, Start-ups, Business Development, Venture Capital, Business Strategy, Web Applications, Traffic Monetization, User Interface Design, Mobile Applications, User Experience, Equities, Financial Markets, Investments, Economics, Banking, Hedge Funds
Education
ESCE 2010 — 2015
Bachelor's degree in International Business with a Master's degree in International Finance, International Business, Finance
NYU School of Professional Studies 2012 — 2013
Portfolio Management, B+
NYU School of Professional Studies 2012 — 2013
Intro to Hedge Funds, A
NYU School of Professional Studies 2012 — 2013
Investment Banking, A
Nick Ravden Nick Ravden's Direct Access Partners Experience December 2008 - October 2010
Job Director, Client Advisor and Portfolio Manager at Boston Private Wealth
Industry Financial Services
Experience
Boston Private Wealth April 2014 - Present
Finch's Bistro and Wine Bar January 2011 - May 2015
University of Southern California 2013 - 2015
University of Southern California 2013 - 2015
Bank of America Merrill Lynch January 2012 - April 2014
University of Southern California 2013 - 2014
Morgan Stanley Smith Barney December 2010 - December 2011
Direct Access Partners December 2008 - October 2010
Merrill Lynch April 2005 - October 2008
UBS Investment Bank October 2001 - April 2005
Skills
Financial Goals, Series 7, Equities, Securities Lending, Portfolio Management, Bonds, Derivatives, Securities, Fixed Income, Bloomberg, Settlement, Alternative Investments, Hedge Funds, Investments, Finance, ETFs, Trading, Series 63, Mutual Funds, Capital Markets, Equity Trading, Asset Allocation, Wealth Management, Prime Brokerage, Swaps, Investment Strategies, Investment Advisory, Bloomberg Terminal, Financial Markets, Asset Management, Trading Systems, Valuation
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA), Investment Analysis and Portfolio Management; Entrepreneurship
University of Arizona 1996 — 2000
B.S., Finance
Boston Private Wealth April 2014 - Present
Finch's Bistro and Wine Bar January 2011 - May 2015
University of Southern California 2013 - 2015
University of Southern California 2013 - 2015
Bank of America Merrill Lynch January 2012 - April 2014
University of Southern California 2013 - 2014
Morgan Stanley Smith Barney December 2010 - December 2011
Direct Access Partners December 2008 - October 2010
Merrill Lynch April 2005 - October 2008
UBS Investment Bank October 2001 - April 2005
Skills
Financial Goals, Series 7, Equities, Securities Lending, Portfolio Management, Bonds, Derivatives, Securities, Fixed Income, Bloomberg, Settlement, Alternative Investments, Hedge Funds, Investments, Finance, ETFs, Trading, Series 63, Mutual Funds, Capital Markets, Equity Trading, Asset Allocation, Wealth Management, Prime Brokerage, Swaps, Investment Strategies, Investment Advisory, Bloomberg Terminal, Financial Markets, Asset Management, Trading Systems, Valuation
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA), Investment Analysis and Portfolio Management; Entrepreneurship
University of Arizona 1996 — 2000
B.S., Finance
Michael Tarangelo Michael Tarangelo's Direct Access Partners Experience June 2012 - May 2013
Job Associate, Institutional Client Services at Clearpool Group
Industry Financial Services
Experience
Clearpool Group April 2014 - Present
Global Research December 2013 - April 2014
Direct Access Partners June 2012 - May 2013
Direct Access Partners June 2011 - August 2011
Skills
Technical Analysis, Chart Analysis, CQG, Microsoft Office, Equity Research, Trend Analysis, Moving Averages, Momentum Trading, Financial Market..., Financial Markets, Series 7, Series 63, Series 55
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Clearpool Group April 2014 - Present
Global Research December 2013 - April 2014
Direct Access Partners June 2012 - May 2013
Direct Access Partners June 2011 - August 2011
Skills
Technical Analysis, Chart Analysis, CQG, Microsoft Office, Equity Research, Trend Analysis, Moving Averages, Momentum Trading, Financial Market..., Financial Markets, Series 7, Series 63, Series 55
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Robert Caruso's Direct Access Partners Experience May 2012 - May 2013
Job J.D. Candidate 2017, Georgetown University Law Center
Industry Law Practice
Experience
Office of the New York State Attorney General June 2015 - July 2015
CastleOak Securities, L.P. July 2013 - May 2014
Direct Access Partners May 2012 - May 2013
SecondMarket, Inc. June 2011 - August 2011
Financial Industry Regulatory Authority May 2010 - August 2010
Skills
Series 7, Series 63
Education
Georgetown University Law Center
Pepperdine University School of Law 2014 — 2015
Bucknell University 2008 — 2012
Bachelor of Arts, Economics
University of Cape Town 2011 — 2011
Office of the New York State Attorney General June 2015 - July 2015
CastleOak Securities, L.P. July 2013 - May 2014
Direct Access Partners May 2012 - May 2013
SecondMarket, Inc. June 2011 - August 2011
Financial Industry Regulatory Authority May 2010 - August 2010
Skills
Series 7, Series 63
Education
Georgetown University Law Center
Pepperdine University School of Law 2014 — 2015
Bucknell University 2008 — 2012
Bachelor of Arts, Economics
University of Cape Town 2011 — 2011
Cathy Pang, CPA Cathy Pang, CPA's Direct Access Partners Experience August 2012 - January 2014
Job Accounting/Finance Professional
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
Direct Access Partners August 2012 - January 2014
Mismi Inc August 2010 - August 2012
NYC Department of City Planning December 2008 - August 2010
Buchbinder Tunick & Company LLP January 2010 - May 2010
Institute of International Education June 2008 - August 2008
Skills
Microsoft Office, Access, Quickbooks, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Investments, QuickBooks, Tax, Financial Modeling, Internal Controls, SEC Filings
Education
Pace University 2007 — 2010
MS, Accounting
Guangzhou University 2003 — 2007
BS, Marketing
New York Life Insurance Company January 2014 - Present
Direct Access Partners August 2012 - January 2014
Mismi Inc August 2010 - August 2012
NYC Department of City Planning December 2008 - August 2010
Buchbinder Tunick & Company LLP January 2010 - May 2010
Institute of International Education June 2008 - August 2008
Skills
Microsoft Office, Access, Quickbooks, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Investments, QuickBooks, Tax, Financial Modeling, Internal Controls, SEC Filings
Education
Pace University 2007 — 2010
MS, Accounting
Guangzhou University 2003 — 2007
BS, Marketing
Lindsay Broder's Direct Access Partners Experience September 2008 - December 2011
Job Principal The Occupreneur® Coach: Executive Coaching
Industry Management Consulting
Experience
The Occupreneur® Coach July 2011 - Present
Direct Access Partners September 2008 - December 2011
Nylon Cooks LLC August 2006 - April 2008
Goldman Sachs June 1999 - January 2006
Janney Montgomery Scott 1998 - 1999
Skills
Executive Coaching, Leadership Development, Coaching, Entrepreneurship, Staff Development, Training, Personal Development, Organizational..., Workshop Facilitation, Management Consulting, Strategy, Public Speaking, Small Business, Leadership, Organizational..., Strategic Communications, Career Development, Team Building, Employee Training, Emotional Intelligence, Employee Engagement, Executive Development, Career Counseling, Consulting, Management, Change Management, Strategic Planning
Education
Penn State University 2015 — 2017
Master of Professional Studies, Organization Development and Change
IPEC (Institute for Professional Excellence in Coaching) 2011 — 2011
Certified Professional Coach (CPC)
University of Wisconsin-Madison 1994 — 1998
Bachelor of Science (B.Sc.), International Relations and Political Science
The Occupreneur® Coach July 2011 - Present
Direct Access Partners September 2008 - December 2011
Nylon Cooks LLC August 2006 - April 2008
Goldman Sachs June 1999 - January 2006
Janney Montgomery Scott 1998 - 1999
Skills
Executive Coaching, Leadership Development, Coaching, Entrepreneurship, Staff Development, Training, Personal Development, Organizational..., Workshop Facilitation, Management Consulting, Strategy, Public Speaking, Small Business, Leadership, Organizational..., Strategic Communications, Career Development, Team Building, Employee Training, Emotional Intelligence, Employee Engagement, Executive Development, Career Counseling, Consulting, Management, Change Management, Strategic Planning
Education
Penn State University 2015 — 2017
Master of Professional Studies, Organization Development and Change
IPEC (Institute for Professional Excellence in Coaching) 2011 — 2011
Certified Professional Coach (CPC)
University of Wisconsin-Madison 1994 — 1998
Bachelor of Science (B.Sc.), International Relations and Political Science
Jon Prescott Jon Prescott's Direct Access Partners Experience March 2012 - December 2012
Job Proprietary Equity Trader
Industry Financial Services
Experience
Self Employed January 2013 - Present
Direct Access Partners March 2012 - December 2012
ITG January 1994 - August 2011
Mabon Securities Corporation June 1992 - December 1994
Mabon Securities Corporation September 1990 - May 1992
Prudential-Bache Securities June 1987 - August 1990
Dean Witter Reynolds, Inc. July 1985 - June 1987
Federal Home Loan Bank of NY June 1983 - June 1985
The Bank Mart/City Savings Bank September 1980 - May 1983
Skills
Asset Managment, Hedge Funds, Trading, Trading Strategies, Portfolio Management, Asset Management, Equity Trading, Financial Services, Investment Strategies, Equities, Market Data, Investments, Series 7, ETFs, Mutual Funds, Capital Markets
Education
University of Dayton 1976 — 1980
BS, Accounting
Self Employed January 2013 - Present
Direct Access Partners March 2012 - December 2012
ITG January 1994 - August 2011
Mabon Securities Corporation June 1992 - December 1994
Mabon Securities Corporation September 1990 - May 1992
Prudential-Bache Securities June 1987 - August 1990
Dean Witter Reynolds, Inc. July 1985 - June 1987
Federal Home Loan Bank of NY June 1983 - June 1985
The Bank Mart/City Savings Bank September 1980 - May 1983
Skills
Asset Managment, Hedge Funds, Trading, Trading Strategies, Portfolio Management, Asset Management, Equity Trading, Financial Services, Investment Strategies, Equities, Market Data, Investments, Series 7, ETFs, Mutual Funds, Capital Markets
Education
University of Dayton 1976 — 1980
BS, Accounting
Jessica Segarra Jessica Segarra's Direct Access Partners Experience June 2010 - March 2011
Job Operations Specialist at Balyasny Asset Management L.P.
Industry Financial Services
Experience
Balyasny Asset Management L.P. July 2015 - Present
Balyasny Asset Management L.P. March 2011 - Present
Direct Access Partners June 2010 - March 2011
GlobeOp Financial Services March 2007 - December 2009
Hencorp Becstone LC November 2006 - March 2007
Male Cahlin Design Partners March 2000 - November 2006
Skills
Equities, Derivatives, Fixed Income, Hedge Funds, Prime Brokerage, Bloomberg, Asset Managment, Securities, Capital Markets, Trading, Alternative Investments, Series 7, Asset Management, Financial Markets, Options, Mutual Funds, Electronic Trading
Education
Florida International University - College of Business 2006 — 2010
Bachelor's, Management
Miami Dade College 2003 — 2006
Associate's, Business Administration
Balyasny Asset Management L.P. July 2015 - Present
Balyasny Asset Management L.P. March 2011 - Present
Direct Access Partners June 2010 - March 2011
GlobeOp Financial Services March 2007 - December 2009
Hencorp Becstone LC November 2006 - March 2007
Male Cahlin Design Partners March 2000 - November 2006
Skills
Equities, Derivatives, Fixed Income, Hedge Funds, Prime Brokerage, Bloomberg, Asset Managment, Securities, Capital Markets, Trading, Alternative Investments, Series 7, Asset Management, Financial Markets, Options, Mutual Funds, Electronic Trading
Education
Florida International University - College of Business 2006 — 2010
Bachelor's, Management
Miami Dade College 2003 — 2006
Associate's, Business Administration
Elliott Roman Elliott Roman's Direct Access Partners Experience October 2002 - July 2013
Job Managing Partner at The Access Organization T.A.O.
Industry Hospital & Health Care
Experience
The Access Organization T.A.O. January 2015 - Present
Corom Inc. May 2014 - Present
Direct Access Partners LLC July 2013 - May 2015
Direct Access Partners October 2002 - July 2013
Adams Harkness Inc. 2000 - 2004
Janney Montgomery Scott 1998 - 2000
Bank of Yokohama 1997 - 1998
Aldridge Investments 1996 - 1997
Valores Finamex, Casa de Bolsa Finamex February 1996 - November 1996
Dime Securities of NY, Inc. 1994 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Series 7, Electronic Trading, Fixed Income, Asset Managment, Trading, Investments, Securities, Bloomberg, Financial Markets, Investment Banking, Investor Relations, Prime Brokerage, Equity Trading, Series 63, Options, ETFs, Investment Management, Equity Research, Trading Strategies, FINRA, Emerging Markets, Series 24, Trading Systems, Asset Allocation, Asset Management, Private Equity, Mutual Funds, Financial Services, Fund Of Funds, Wealth Management, Portfolio Management, Investment Advisory, Institutional..., Commodity, Proprietary Trading, Valuation, Investment Strategies, Hedging, Equity Capital Markets, Bonds, Currency, Structured Finance, Middle Office
Education
City University of New York-Queens College 1990 — 1994
Bachelor of Arts (B.A.), Economics & Sociology
The Access Organization T.A.O. January 2015 - Present
Corom Inc. May 2014 - Present
Direct Access Partners LLC July 2013 - May 2015
Direct Access Partners October 2002 - July 2013
Adams Harkness Inc. 2000 - 2004
Janney Montgomery Scott 1998 - 2000
Bank of Yokohama 1997 - 1998
Aldridge Investments 1996 - 1997
Valores Finamex, Casa de Bolsa Finamex February 1996 - November 1996
Dime Securities of NY, Inc. 1994 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Series 7, Electronic Trading, Fixed Income, Asset Managment, Trading, Investments, Securities, Bloomberg, Financial Markets, Investment Banking, Investor Relations, Prime Brokerage, Equity Trading, Series 63, Options, ETFs, Investment Management, Equity Research, Trading Strategies, FINRA, Emerging Markets, Series 24, Trading Systems, Asset Allocation, Asset Management, Private Equity, Mutual Funds, Financial Services, Fund Of Funds, Wealth Management, Portfolio Management, Investment Advisory, Institutional..., Commodity, Proprietary Trading, Valuation, Investment Strategies, Hedging, Equity Capital Markets, Bonds, Currency, Structured Finance, Middle Office
Education
City University of New York-Queens College 1990 — 1994
Bachelor of Arts (B.A.), Economics & Sociology
Peter Jacobson Peter Jacobson's Direct Access Partners Experience December 2011 - May 2013
Job Institutional Sales Trader at Elevation LLC
Industry Financial Services
Experience
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
SOS International, Ltd. June 2011 - November 2011
Skills
Recruiting, Series 7, Bloomberg, Equities, Series 63, Equity Trading, Capital Markets, Electronic Trading, Financial Analysis, Securities, Analysis, Business Development, Risk Management, Equity Research, Asset Management, Series 55, Investments, Government Contracting, Mutual Funds, Management, Wealth Management, Derivatives, Valuation
Education
American University
B.A., Economics
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
SOS International, Ltd. June 2011 - November 2011
Skills
Recruiting, Series 7, Bloomberg, Equities, Series 63, Equity Trading, Capital Markets, Electronic Trading, Financial Analysis, Securities, Analysis, Business Development, Risk Management, Equity Research, Asset Management, Series 55, Investments, Government Contracting, Mutual Funds, Management, Wealth Management, Derivatives, Valuation
Education
American University
B.A., Economics
Jason David Peters Jason David Peters's Direct Access Partners Experience September 2012 - May 2013
Job Capital Markets
Industry Financial Services
Experience
Direct Access Partners September 2012 - May 2013
Strategic Stock Surveillance January 2010 - September 2012
Morgan Stanley Smith Barney September 2009 - January 2010
Benjamin & Jerold Brokerage June 2009 - January 2010
Estee Lauder May 2008 - August 2008
Waddell & Reed Financial Services January 2008 - April 2008
Skills
Microsoft Office, PowerPoint, Excel, Word, Research, Microsoft Excel, Risk Management, Investments, Capital Markets, Equities, Surveillance, Market Intelligence, Bloomberg Terminal, ThomsonOne, Securities, Bloomberg, Options, Financial Markets, Strategy, Market Research
Education
University at Albany, SUNY 2006 — 2009
B.A., Economics, Business Administration
St. John the Baptist 2001 — 2005
Direct Access Partners September 2012 - May 2013
Strategic Stock Surveillance January 2010 - September 2012
Morgan Stanley Smith Barney September 2009 - January 2010
Benjamin & Jerold Brokerage June 2009 - January 2010
Estee Lauder May 2008 - August 2008
Waddell & Reed Financial Services January 2008 - April 2008
Skills
Microsoft Office, PowerPoint, Excel, Word, Research, Microsoft Excel, Risk Management, Investments, Capital Markets, Equities, Surveillance, Market Intelligence, Bloomberg Terminal, ThomsonOne, Securities, Bloomberg, Options, Financial Markets, Strategy, Market Research
Education
University at Albany, SUNY 2006 — 2009
B.A., Economics, Business Administration
St. John the Baptist 2001 — 2005
Dean Lyzak Dean Lyzak's Direct Access Partners Experience February 2013 - May 2013
Job at
Industry Financial Services
Experience
Rosenblatt Securities May 2013 - Present
huxley 2015 - 2015
huxley 2015 - 2015
Direct Access Partners February 2013 - May 2013
Skills
Series 7, Equities, Series 63, Bloomberg, Equity Trading, Securities, Hedge Funds, Trading, Options, FINRA, Fixed Income, Capital Markets, Electronic Trading, Financial Markets, Derivatives, Asset Management, Trading Systems, Investments, Series 24, Mutual Funds, ETFs
Education
Fordham University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1998 — 2002
Bachelor's degree, Finance, General
Rosenblatt Securities May 2013 - Present
huxley 2015 - 2015
huxley 2015 - 2015
Direct Access Partners February 2013 - May 2013
Skills
Series 7, Equities, Series 63, Bloomberg, Equity Trading, Securities, Hedge Funds, Trading, Options, FINRA, Fixed Income, Capital Markets, Electronic Trading, Financial Markets, Derivatives, Asset Management, Trading Systems, Investments, Series 24, Mutual Funds, ETFs
Education
Fordham University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1998 — 2002
Bachelor's degree, Finance, General
Patrick Sturgeon Patrick Sturgeon's Direct Access Partners Experience April 2012 - May 2013
Job
Industry Investment Banking
Experience
Direct Access Partners April 2012 - May 2013
Indracus LLC November 2011 - March 2012
Freeman & Co. October 2002 - November 2011
Wellington Management 1999 - 2001
State Street Corp. 1998 - 1999
Skills
Series 7, Series 63, Valuation, Private Equity, Investments, Equities, Capital Markets, Business Valuation, Investment Banking, Venture Capital, Corporate Finance, Asset Managment, Financial Modeling, Mergers, Hedge Funds, Financial Analysis, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Due Diligence, Financial Markets, MBA, Trading, Investor Relations, Derivatives, Mergers & Acquisitions, Trading Systems, Asset Management, Investment Management, Equity Trading, Emerging Markets, Options, Portfolio Management, Financial Structuring, Equity Derivatives, Electronic Trading, Securities, Finance, Strategy, Financial Services, Risk Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance & Leadership
University of Massachusetts, Amherst 1994 — 1998
B.S., Economics
St. Joseph Central High
Direct Access Partners April 2012 - May 2013
Indracus LLC November 2011 - March 2012
Freeman & Co. October 2002 - November 2011
Wellington Management 1999 - 2001
State Street Corp. 1998 - 1999
Skills
Series 7, Series 63, Valuation, Private Equity, Investments, Equities, Capital Markets, Business Valuation, Investment Banking, Venture Capital, Corporate Finance, Asset Managment, Financial Modeling, Mergers, Hedge Funds, Financial Analysis, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Due Diligence, Financial Markets, MBA, Trading, Investor Relations, Derivatives, Mergers & Acquisitions, Trading Systems, Asset Management, Investment Management, Equity Trading, Emerging Markets, Options, Portfolio Management, Financial Structuring, Equity Derivatives, Electronic Trading, Securities, Finance, Strategy, Financial Services, Risk Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance & Leadership
University of Massachusetts, Amherst 1994 — 1998
B.S., Economics
St. Joseph Central High
Sanket Hendre Sanket Hendre's Direct Access Partners Experience June 2011 - December 2011
Job Investment Data Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
Direct Access Partners June 2011 - December 2011
RuffaloCODY March 2010 - May 2011
Caxton Associates May 2010 - August 2010
Helix Systems Inc. July 2009 - August 2009
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Fiorello H. LaGuardia High School of Music & Art and Performing Arts 2004 — 2007
Visual Arts
TIAA-CREF February 2012 - Present
Direct Access Partners June 2011 - December 2011
RuffaloCODY March 2010 - May 2011
Caxton Associates May 2010 - August 2010
Helix Systems Inc. July 2009 - August 2009
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Fiorello H. LaGuardia High School of Music & Art and Performing Arts 2004 — 2007
Visual Arts
Andrew Saunders, CAIA Andrew Saunders, CAIA's Direct Access Partners Experience September 2010 - May 2013
Job Senior Managing Director at Castle Hill Capital Partners, Inc.
Industry Financial Services
Experience
Castle Hill Capital Partners, Inc. April 2014 - Present
Lazard Capital Markets May 2013 - April 2014
Direct Access Partners September 2010 - May 2013
EFX Prime Services January 2010 - September 2010
Hedge Connection September 2005 - 2009
Taylor Rafferty September 1998 - September 2005
International School of Kuala Lumpur September 1993 - July 1995
Skills
Investor Relations, Capital Introduction, Hedge Funds, Communications Strategy, Alternative Investments, Prime Brokerage, Institutional Investors, Equities, Asset Managment, Investments, Fixed Income, Strategic Communications, Capital Markets, Capital, FINRA, Commodity, Fund Of Funds, Investment Management, Institutional..., Private Equity, Asset Management, Trading, Financial Services, Hedging, Strategy, Financial Markets, Portfolio Management, Options
Education
Haverford College 1989 — 1993
B.A., Economics
National University of Singapore 1991 — 1991
Economics
Castle Hill Capital Partners, Inc. April 2014 - Present
Lazard Capital Markets May 2013 - April 2014
Direct Access Partners September 2010 - May 2013
EFX Prime Services January 2010 - September 2010
Hedge Connection September 2005 - 2009
Taylor Rafferty September 1998 - September 2005
International School of Kuala Lumpur September 1993 - July 1995
Skills
Investor Relations, Capital Introduction, Hedge Funds, Communications Strategy, Alternative Investments, Prime Brokerage, Institutional Investors, Equities, Asset Managment, Investments, Fixed Income, Strategic Communications, Capital Markets, Capital, FINRA, Commodity, Fund Of Funds, Investment Management, Institutional..., Private Equity, Asset Management, Trading, Financial Services, Hedging, Strategy, Financial Markets, Portfolio Management, Options
Education
Haverford College 1989 — 1993
B.A., Economics
National University of Singapore 1991 — 1991
Economics
Cindy Rothborth's Direct Access Partners Experience 2006 - 2007
Job Email Marketing Director
Industry Marketing and Advertising
Experience
Take 5 Solutions LLC January 2015 - Present
Green Key Resources July 2011 - June 2013
Lighthouse Financial Group, LLC 2007 - 2010
Direct Access Partners 2006 - 2007
Fortis Investments 2003 - 2005
Oppenheimer & Co. 1998 - 2003
Skills
Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Securities, Capital Markets, Financial Services, Email Marketing
Education
Boston University
B.S., Accounting
Take 5 Solutions LLC January 2015 - Present
Green Key Resources July 2011 - June 2013
Lighthouse Financial Group, LLC 2007 - 2010
Direct Access Partners 2006 - 2007
Fortis Investments 2003 - 2005
Oppenheimer & Co. 1998 - 2003
Skills
Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Securities, Capital Markets, Financial Services, Email Marketing
Education
Boston University
B.S., Accounting
Edward Kuhnel Edward Kuhnel's Direct Access Partners Experience February 2010 - July 2013
Job Vice President at Direct Access Partners
Industry Banking
Experience
Direct Access Partners February 2010 - July 2013
Channel Capital Group LLC November 2004 - February 2010
Withers Bergman LLP April 2004 - July 2004
Small Business Administration February 2002 - August 2002
Skills
Hedge Funds, Alternative Investments, Due Diligence, Equities, Capital Markets, Emerging Markets, Investments, Investor Relations, Asset Management, Private Equity, Bloomberg, Series 7, Marketing Strategy, Asset Managment, Fixed Income, New Business Development, Capital Raising, Operational Strategy, Real Estate Acquisitions, Financial Modeling
Education
Cornell University 1999 — 2003
BA, Psychology, Government, Law & Society
Middlesex School 1996 — 1999
Palm Beach Day School 1994 — 1996
Direct Access Partners February 2010 - July 2013
Channel Capital Group LLC November 2004 - February 2010
Withers Bergman LLP April 2004 - July 2004
Small Business Administration February 2002 - August 2002
Skills
Hedge Funds, Alternative Investments, Due Diligence, Equities, Capital Markets, Emerging Markets, Investments, Investor Relations, Asset Management, Private Equity, Bloomberg, Series 7, Marketing Strategy, Asset Managment, Fixed Income, New Business Development, Capital Raising, Operational Strategy, Real Estate Acquisitions, Financial Modeling
Education
Cornell University 1999 — 2003
BA, Psychology, Government, Law & Society
Middlesex School 1996 — 1999
Palm Beach Day School 1994 — 1996
John McCorvey's Direct Access Partners Experience September 2008 - December 2010
Job Chief Executive Officer at BlueFlame Global Wealth Management and Stonegate Global Fund Services
Industry Investment Management
Experience
BlueFlame Global Wealth Management April 2007 - Present
Stonegate Global Fund Services January 2007 - Present
Gar Wood Securities December 2010 - Present
Direct Access Partners September 2008 - December 2010
MadisonGrey 2004 - 2008
Neovest 2001 - 2003
Florida State Board of Administration - Pension Fund 1994 - 1996
Skills
Securities, Hedge Funds, Investment Banking, Equities, Trading, Finance, Portfolio Management, Mutual Funds, FINRA, Investment Management, Financial Services, Options, Commodity, Prime Brokerage, Securities Lending, Capital Markets, Asset Management, Investment Strategies, Alternative Investments, Financial Markets, Private Equity, Derivatives, Fixed Income, Fund Of Funds, Fund Administration, Venture Capital, Trading Systems, Series 7, Electronic Trading, Equity Trading, Investments, Wealth Management, Strategy, Due Diligence, Valuation
Education
Harvard Business School 2006 — 2009
Executive Program, Private Equity & Venture Capital
Florida State University - College of Business 1992 — 1996
Bachelor of Science, Finance & Economics
BlueFlame Global Wealth Management April 2007 - Present
Stonegate Global Fund Services January 2007 - Present
Gar Wood Securities December 2010 - Present
Direct Access Partners September 2008 - December 2010
MadisonGrey 2004 - 2008
Neovest 2001 - 2003
Florida State Board of Administration - Pension Fund 1994 - 1996
Skills
Securities, Hedge Funds, Investment Banking, Equities, Trading, Finance, Portfolio Management, Mutual Funds, FINRA, Investment Management, Financial Services, Options, Commodity, Prime Brokerage, Securities Lending, Capital Markets, Asset Management, Investment Strategies, Alternative Investments, Financial Markets, Private Equity, Derivatives, Fixed Income, Fund Of Funds, Fund Administration, Venture Capital, Trading Systems, Series 7, Electronic Trading, Equity Trading, Investments, Wealth Management, Strategy, Due Diligence, Valuation
Education
Harvard Business School 2006 — 2009
Executive Program, Private Equity & Venture Capital
Florida State University - College of Business 1992 — 1996
Bachelor of Science, Finance & Economics
Joseph Gabor Joseph Gabor's Direct Access Partners Experience December 2012 - June 2013
Job DirectorBrandywine Asset Management
Industry Financial Services
Experience
Brandywine Asset Management January 2015 - Present
Direct Access Partners December 2012 - June 2013
Miller Tabak + Co., LLC January 2010 - September 2012
Cantor Fitzgerald March 2003 - December 2009
Lehman Brothers October 2000 - March 2003
Donaldson, Lufkin & Jenrette August 2000 - October 2000
Nomura Securities July 1998 - August 2000
Derivatives Floor Trader June 1994 - June 1998
Skills
Derivatives, Futures, Portfolio Management, Hedge Funds, CTAs, equity options, Market Neutral, advisory, marketing, Investment Banking, Trading, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Alternative Investments, Equity Capital Markets, Equities, Investments, Asset Management, Capital Markets, Valuation
Education
University of Pennsylvania
Brandywine Asset Management January 2015 - Present
Direct Access Partners December 2012 - June 2013
Miller Tabak + Co., LLC January 2010 - September 2012
Cantor Fitzgerald March 2003 - December 2009
Lehman Brothers October 2000 - March 2003
Donaldson, Lufkin & Jenrette August 2000 - October 2000
Nomura Securities July 1998 - August 2000
Derivatives Floor Trader June 1994 - June 1998
Skills
Derivatives, Futures, Portfolio Management, Hedge Funds, CTAs, equity options, Market Neutral, advisory, marketing, Investment Banking, Trading, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Alternative Investments, Equity Capital Markets, Equities, Investments, Asset Management, Capital Markets, Valuation
Education
University of Pennsylvania
Gregg Balbera's Direct Access Partners Experience March 2012 - May 2013
Job Owner, Right At Home NassauSuffolk NY
Industry Hospital & Health Care
Experience
Right At Home May 2013 - Present
BroadReach Communications October 2012 - October 2014
Direct Access Partners March 2012 - May 2013
Instinet Incorporated June 2007 - February 2012
Bear Stearns, Institutional Direct April 2005 - April 2007
Instinet Incorporated February 1994 - April 2005
Republic National Bank 1989 - 1994
Skills
Home Care, Seniors, Elder Care, Rehabilitation, Recruiting, Start-ups, Gerontology, long term care, Independent Living, case management, Risk Management, Caregiving, Alzheimer's disease, Healthcare Management, Healthcare, Options, Fixed Income, Trading Systems, Medicaid, Equities, Sales, Trading, Access, Electronic Trading, Equity Trading
Education
Lehigh University 1983 — 1987
BS, Economics
Right At Home May 2013 - Present
BroadReach Communications October 2012 - October 2014
Direct Access Partners March 2012 - May 2013
Instinet Incorporated June 2007 - February 2012
Bear Stearns, Institutional Direct April 2005 - April 2007
Instinet Incorporated February 1994 - April 2005
Republic National Bank 1989 - 1994
Skills
Home Care, Seniors, Elder Care, Rehabilitation, Recruiting, Start-ups, Gerontology, long term care, Independent Living, case management, Risk Management, Caregiving, Alzheimer's disease, Healthcare Management, Healthcare, Options, Fixed Income, Trading Systems, Medicaid, Equities, Sales, Trading, Access, Electronic Trading, Equity Trading
Education
Lehigh University 1983 — 1987
BS, Economics
Joe Tarangelo's Direct Access Partners Experience 2005 - 2013
Job Financial Services Professional at MassMutual
Industry Financial Services
Experience
MassMutual June 2015 - Present
AXA Advisors January 2014 - June 2015
Direct Access Partners 2005 - 2013
Adams Harkness 1999 - 2005
Janney Montgomery Scott LLC 1985 - 1999
Skills
Series 7, Series 66, Financial Services, 401k, Life Insurance
Education
LIU Post 1979 — 1983
MassMutual June 2015 - Present
AXA Advisors January 2014 - June 2015
Direct Access Partners 2005 - 2013
Adams Harkness 1999 - 2005
Janney Montgomery Scott LLC 1985 - 1999
Skills
Series 7, Series 66, Financial Services, 401k, Life Insurance
Education
LIU Post 1979 — 1983
Aaron McAndrew's Direct Access Partners Experience January 2006 - April 2010
Job i2 Brand Representative (Cybersecurity, Counter Fraud, Law Enforcement) at IBM
Industry Capital Markets
Experience
IBM April 2015 - Present
UST Global December 2013 - Present
IT Resource Solutions March 2011 - Present
St. Gerard Majella Church October 2010 - April 2015
Direct Access Partners January 2006 - April 2010
Terra Nova Institutional 2005 - 2006
Credit Suisse First Boston January 2002 - April 2005
Donaldson, Lufkin & Jenrette January 2000 - August 2002
Hauppauge Volunteer Fire Department June 1989 - September 1999
Skills
Business Development, Sales, Proposal Writing, Trading, Market Research, Research, Strategic Partnerships, Strategic Thinking, Renewable Energy, Information Technology, Information Security..., Cyber, Information Assurance, Financial Markets, Financial Analysis, Sales Management, Account Management, Equities, Equity Trading, Compliance, Market Intelligence, Defense Contracting, Contract Management, Hedge Funds, Mutual Funds, Business Intelligence, Risk Management, CRM, Electronic Trading, Leadership, Analysis, Equity Research, Investments, Strategy, Management, Program Management, Emerging Markets
Education
New York University 2000 — 2004
Finance, SPCS
Dowling College 1992 — 1996
IBM April 2015 - Present
UST Global December 2013 - Present
IT Resource Solutions March 2011 - Present
St. Gerard Majella Church October 2010 - April 2015
Direct Access Partners January 2006 - April 2010
Terra Nova Institutional 2005 - 2006
Credit Suisse First Boston January 2002 - April 2005
Donaldson, Lufkin & Jenrette January 2000 - August 2002
Hauppauge Volunteer Fire Department June 1989 - September 1999
Skills
Business Development, Sales, Proposal Writing, Trading, Market Research, Research, Strategic Partnerships, Strategic Thinking, Renewable Energy, Information Technology, Information Security..., Cyber, Information Assurance, Financial Markets, Financial Analysis, Sales Management, Account Management, Equities, Equity Trading, Compliance, Market Intelligence, Defense Contracting, Contract Management, Hedge Funds, Mutual Funds, Business Intelligence, Risk Management, CRM, Electronic Trading, Leadership, Analysis, Equity Research, Investments, Strategy, Management, Program Management, Emerging Markets
Education
New York University 2000 — 2004
Finance, SPCS
Dowling College 1992 — 1996
Bryan Steele's Direct Access Partners Experience February 2013 - May 2013
Job Senior Structured Product Trader at Standish Mellon Asset Management
Industry Financial Services
Experience
Standish Mellon Asset Management November 2013 - Present
CastleOak Securities, L.P. July 2013 - October 2013
Direct Access Partners February 2013 - May 2013
Robert W. Baird & Co. April 2010 - February 2013
BNY Mellon Cash Investment Strategies March 2007 - May 2010
Standish Mellon Asset Management April 2007 - December 2008
BNY Mellon 2005 - 2007
Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Managment, Bonds, Capital Markets, Investments, Investment Management, Structured Finance, Financial Modeling, Series 7, Asset Management, Asset Allocation, Securities, Structured Products
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Muhlenberg College 1996 — 2000
Bachelors, Finance
Standish Mellon Asset Management November 2013 - Present
CastleOak Securities, L.P. July 2013 - October 2013
Direct Access Partners February 2013 - May 2013
Robert W. Baird & Co. April 2010 - February 2013
BNY Mellon Cash Investment Strategies March 2007 - May 2010
Standish Mellon Asset Management April 2007 - December 2008
BNY Mellon 2005 - 2007
Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Managment, Bonds, Capital Markets, Investments, Investment Management, Structured Finance, Financial Modeling, Series 7, Asset Management, Asset Allocation, Securities, Structured Products
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
Muhlenberg College 1996 — 2000
Bachelors, Finance
Doug Nussman's Direct Access Partners Experience 2009 - 2012
Job Senior Leader Channels & Alliances S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ 2012 - Present
Direct Access Partners 2009 - 2012
Education
University of Maryland College Park
BA, Communications
S&P Capital IQ 2012 - Present
Direct Access Partners 2009 - 2012
Education
University of Maryland College Park
BA, Communications
Lou Paolillo's Direct Access Partners Experience 2000 - 2005
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2013 - Present
CUNA Brokerage Services/ First Financial Credit Union May 2011 - August 2013
Wells Fargo Advisors May 2009 - May 2011
A.G. Edwards April 2008 - May 2009
Morgan Stanley August 2007 - March 2008
Bear Stearns January 2003 - May 2007
Direct Access Partners 2000 - 2005
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, ETFs, Investment Strategies, Financial Advisory, Fixed Annuities, Bonds, Finance, Life Insurance, Series 7, Series 63, Investments, FINRA
Education
Lycoming College 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
TD Ameritrade August 2013 - Present
CUNA Brokerage Services/ First Financial Credit Union May 2011 - August 2013
Wells Fargo Advisors May 2009 - May 2011
A.G. Edwards April 2008 - May 2009
Morgan Stanley August 2007 - March 2008
Bear Stearns January 2003 - May 2007
Direct Access Partners 2000 - 2005
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, ETFs, Investment Strategies, Financial Advisory, Fixed Annuities, Bonds, Finance, Life Insurance, Series 7, Series 63, Investments, FINRA
Education
Lycoming College 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
Gregory Simons's Direct Access Partners Experience February 2005 - May 2013
Job Owner/President, Right at Home Inc. Uptown Manhattan
Industry Hospital & Health Care
Experience
Right at Home Inc, Uptown Manhattan 2015 - Present
Maxim Group August 2014 - August 2015
Lazard Capital Markets June 2013 - August 2014
direct access partners February 2005 - May 2013
Instinet 1995 - 2005
Skills
Sales Management, Home Care, Elder Care, Capital Markets, Equities, Equity Trading, Options, Hedge Funds, Securities
Education
Brandeis University 1987 — 1991
Right at Home Inc, Uptown Manhattan 2015 - Present
Maxim Group August 2014 - August 2015
Lazard Capital Markets June 2013 - August 2014
direct access partners February 2005 - May 2013
Instinet 1995 - 2005
Skills
Sales Management, Home Care, Elder Care, Capital Markets, Equities, Equity Trading, Options, Hedge Funds, Securities
Education
Brandeis University 1987 — 1991
Kristan Blake Gochee's Direct Access Partners Experience March 2012 - May 2013
Job Senior Vice President at Lloyds Banking Group
Industry Financial Services
Experience
Lloyds Banking Group July 2015 - Present
Lloyds Banking Group April 2014 - July 2015
CastleOak Securities, L.P. July 2013 - March 2014
Direct Access Partners March 2012 - May 2013
SecondMarket, Inc. March 2011 - February 2012
UBS Investment Bank July 2004 - March 2011
Conning Asset Management February 2001 - June 2004
Skills
Alternative Investments, ABS, Bloomberg, Trading, MBS, CMBS, Intex
Education
May 2002 Springfield College 2000 — 2002
Bachelor, Business Management; Finance, Cum Laude
University of Massachusetts, Amherst 1997 — 1999
Lloyds Banking Group July 2015 - Present
Lloyds Banking Group April 2014 - July 2015
CastleOak Securities, L.P. July 2013 - March 2014
Direct Access Partners March 2012 - May 2013
SecondMarket, Inc. March 2011 - February 2012
UBS Investment Bank July 2004 - March 2011
Conning Asset Management February 2001 - June 2004
Skills
Alternative Investments, ABS, Bloomberg, Trading, MBS, CMBS, Intex
Education
May 2002 Springfield College 2000 — 2002
Bachelor, Business Management; Finance, Cum Laude
University of Massachusetts, Amherst 1997 — 1999
Akhil Sasi's Direct Access Partners Experience August 2010 - June 2013
Job VP Electronic Trading Technology, Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch June 2013 - Present
Direct Access Partners August 2010 - June 2013
Cantor Fitzgerald June 2008 - August 2010
UBS Investment Bank November 2005 - May 2008
Goldman Sachs 2002 - November 2005
Infosys Technologies Ltd August 2001 - November 2005
Skills
Equity Derivatives, Equities, Derivatives, Risk Management, Order Management, Trading Systems, Electronic Trading, Capital Markets, Trading, Hedge Funds, Investment Banking, Fixed Income, Java, Business Analysis, Agile Methodologies, Options, Software Development, SOA, Bloomberg, Sybase, Software Project..., Big Data, Cassandra, Apache Storm, Apache ZooKeeper, Apache Kafka
Education
College of Engineering, Trivandrum 1997 — 2001
B-Tech, Electrical & Electronics Engineering
Apeejay School 1983 — 1997
Merrill Lynch June 2013 - Present
Direct Access Partners August 2010 - June 2013
Cantor Fitzgerald June 2008 - August 2010
UBS Investment Bank November 2005 - May 2008
Goldman Sachs 2002 - November 2005
Infosys Technologies Ltd August 2001 - November 2005
Skills
Equity Derivatives, Equities, Derivatives, Risk Management, Order Management, Trading Systems, Electronic Trading, Capital Markets, Trading, Hedge Funds, Investment Banking, Fixed Income, Java, Business Analysis, Agile Methodologies, Options, Software Development, SOA, Bloomberg, Sybase, Software Project..., Big Data, Cassandra, Apache Storm, Apache ZooKeeper, Apache Kafka
Education
College of Engineering, Trivandrum 1997 — 2001
B-Tech, Electrical & Electronics Engineering
Apeejay School 1983 — 1997
Elizabeth Fill's Direct Access Partners Experience 2001 - 2004
Job Institutional Sales Trader at WJB Capital
Industry Financial Services
Experience
WJB Capital 2007 - Present
Morgan Stanley 2004 - 2007
Direct Access Partners 2001 - 2004
Education
Brookdale Community College
Nursing
Ocean County College
Associates, Business
WJB Capital 2007 - Present
Morgan Stanley 2004 - 2007
Direct Access Partners 2001 - 2004
Education
Brookdale Community College
Nursing
Ocean County College
Associates, Business
Nohemy Plascencia's Direct Access Partners Experience May 2010 - July 2012
Job Investigations Manager at AIG
Industry Financial Services
Experience
AIG July 2012 - Present
Direct Access Partners May 2010 - July 2012
The Harry Fox Agency August 2008 - February 2011
HSBC April 1999 - August 2008
Skills
Analysis, Credit, Forecasting, Economics, Fixed Income, Budget Analysis, Credit Analysis, Data Analysis
Education
San Diego State University-California State University 2003 — 2005
Economics, Economics
AIG July 2012 - Present
Direct Access Partners May 2010 - July 2012
The Harry Fox Agency August 2008 - February 2011
HSBC April 1999 - August 2008
Skills
Analysis, Credit, Forecasting, Economics, Fixed Income, Budget Analysis, Credit Analysis, Data Analysis
Education
San Diego State University-California State University 2003 — 2005
Economics, Economics
Darren Croce's Direct Access Partners Experience December 2011 - May 2013
Job Branch Manager, Sales Trader at Elevation LLC
Industry Financial Services
Experience
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
BNY ConvergEx April 2009 - December 2011
Sterne Agee April 2008 - March 2009
Jesup & Lamont August 2006 - February 2008
JB Oxford - National Clearing Corp November 2001 - November 2004
Gruntal & Co. January 1999 - October 2001
Skills
Series 7, Series 63, Series 55, Series 24, Electronic Trading, Securities, FINRA, Equity Trading, Trading, Hedge Funds, Financial Markets, Equities, Options, Trading Systems, Capital Markets, Investments
Education
University of Delaware 1993 — 1997
BS
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
BNY ConvergEx April 2009 - December 2011
Sterne Agee April 2008 - March 2009
Jesup & Lamont August 2006 - February 2008
JB Oxford - National Clearing Corp November 2001 - November 2004
Gruntal & Co. January 1999 - October 2001
Skills
Series 7, Series 63, Series 55, Series 24, Electronic Trading, Securities, FINRA, Equity Trading, Trading, Hedge Funds, Financial Markets, Equities, Options, Trading Systems, Capital Markets, Investments
Education
University of Delaware 1993 — 1997
BS
Jeff Malkus's Direct Access Partners Experience April 2012 - May 2013
Job Institutional Sales Trader at The Benchmark Company
Industry Financial Services
Experience
The Benchmark Company June 2013 - Present
Direct Access Partners April 2012 - May 2013
Addax Brands September 2009 - April 2012
Loeb King Capital Management October 2007 - May 2009
RBC Capital Markets February 2006 - October 2007
Levin Capital Strategies April 1996 - December 2006
Skills
Research, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Marketing, Equities, New Business Development, Investments, Analysis, Market Research, Hedge Funds, Series 7, Equity Trading, Equity Derivatives, Options, Bonds, Event Driven, Arbitrage, Special Situations
Education
Brandeis University 1989 — 1993
Bachelor's degree, History, Philosophy
The Benchmark Company June 2013 - Present
Direct Access Partners April 2012 - May 2013
Addax Brands September 2009 - April 2012
Loeb King Capital Management October 2007 - May 2009
RBC Capital Markets February 2006 - October 2007
Levin Capital Strategies April 1996 - December 2006
Skills
Research, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Marketing, Equities, New Business Development, Investments, Analysis, Market Research, Hedge Funds, Series 7, Equity Trading, Equity Derivatives, Options, Bonds, Event Driven, Arbitrage, Special Situations
Education
Brandeis University 1989 — 1993
Bachelor's degree, History, Philosophy
Courtney Rains's Direct Access Partners Experience June 2010 - January 2011
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds November 2014 - Present
Wellness Rains January 2013 - Present
Van Eck Global February 2011 - June 2013
Direct Access Partners June 2010 - January 2011
Columbia Management November 2009 - May 2010
Sidoti & Company, LLC March 2006 - October 2009
Pioneer Investments August 2005 - February 2006
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Nutrition, Series 7, Equities, Wellness, Nutritional Counseling, Emerging Markets, Series 63, Fixed Income, Financial Advisory, Yoga, Financial Modeling, Wellness Coaching, Supplements, Health Counseling, Stress Management, Uniform Combined State..., Nutrition Education, Health and Wellness..., Asset Allocation, Leadership, Series 66, Salesforce.com, Holistic Health, Pilates Mat, Lifestyle, Personal Development, Marketing, Social Media, Business Networking, Lifestyle Coaching, Fitness, Employee Wellness, Relationship Management
Education
Institute for Integrative Nutrition 2013 — 2014
Immersion Program
Institute for Integrative Nutrition 2012 — 2013
Health Coach Training Program
Saint Michael's College 2001 — 2005
Bachelor of Arts, French
Université Paul Valéry (Montpellier III) 2003 — 2004
French Literature and Marketing
OppenheimerFunds November 2014 - Present
Wellness Rains January 2013 - Present
Van Eck Global February 2011 - June 2013
Direct Access Partners June 2010 - January 2011
Columbia Management November 2009 - May 2010
Sidoti & Company, LLC March 2006 - October 2009
Pioneer Investments August 2005 - February 2006
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Nutrition, Series 7, Equities, Wellness, Nutritional Counseling, Emerging Markets, Series 63, Fixed Income, Financial Advisory, Yoga, Financial Modeling, Wellness Coaching, Supplements, Health Counseling, Stress Management, Uniform Combined State..., Nutrition Education, Health and Wellness..., Asset Allocation, Leadership, Series 66, Salesforce.com, Holistic Health, Pilates Mat, Lifestyle, Personal Development, Marketing, Social Media, Business Networking, Lifestyle Coaching, Fitness, Employee Wellness, Relationship Management
Education
Institute for Integrative Nutrition 2013 — 2014
Immersion Program
Institute for Integrative Nutrition 2012 — 2013
Health Coach Training Program
Saint Michael's College 2001 — 2005
Bachelor of Arts, French
Université Paul Valéry (Montpellier III) 2003 — 2004
French Literature and Marketing
Flores De Meneses Joe's Direct Access Partners Experience October 2008 - May 2012
Job Managing Director Business Development at COR Clearing LLC
Industry Financial Services
Experience
COR Clearing LLC April 2013 - Present
COR Securities Holdings May 2012 - April 2013
Direct Access Partners October 2008 - May 2012
Education
Hobart and William Smith Colleges 1990 — 1994
BA, Comparative Literature, Economics
Salisbury School
COR Clearing LLC April 2013 - Present
COR Securities Holdings May 2012 - April 2013
Direct Access Partners October 2008 - May 2012
Education
Hobart and William Smith Colleges 1990 — 1994
BA, Comparative Literature, Economics
Salisbury School
Charlie LaMarca's Direct Access Partners Experience February 2011 - May 2013
Job
Industry Financial Services
Experience
Benjamin and Jerold NYSE June 2013 - Present
Direct Access Partners February 2011 - May 2013
LEK SECURITIES CORPORATION October 2004 - May 2010
G & L PARTNERS March 1999 - June 2004
Network Temps August 1998 - February 1999
Education
State University of New York at Binghamton 1993 — 1998
B.A, Sociology
Benjamin and Jerold NYSE June 2013 - Present
Direct Access Partners February 2011 - May 2013
LEK SECURITIES CORPORATION October 2004 - May 2010
G & L PARTNERS March 1999 - June 2004
Network Temps August 1998 - February 1999
Education
State University of New York at Binghamton 1993 — 1998
B.A, Sociology
herb hershkowitz's Direct Access Partners Experience 2002 - Present
Job vice president at Direct Access Partners
Industry Financial Services
Experience
Direct Access Partners 2002 - Present
first options of chicago 1985 - 1987
quick and reilly 1978 - 1985
Skills
Series 7, Series 63, Alternative Investments, Prime Brokerage, Hedge Funds, Electronic Trading, Fixed Income, Equities, Securities, Capital Markets, Asset Managment, Equity Trading
Education
Brooklyn College
Bachelor's degree
brooklyn technical h.s.
Direct Access Partners 2002 - Present
first options of chicago 1985 - 1987
quick and reilly 1978 - 1985
Skills
Series 7, Series 63, Alternative Investments, Prime Brokerage, Hedge Funds, Electronic Trading, Fixed Income, Equities, Securities, Capital Markets, Asset Managment, Equity Trading
Education
Brooklyn College
Bachelor's degree
brooklyn technical h.s.