Direxion Investments
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Direxion Investments Employees
Hatteras Funds 2015 - Present
Direxion Investments 2014 - 2015
Hatteras Funds 2009 - 2014
Skills
Alternative Investments, Hedge Funds, Private Equity, RIAs, Family Offices
Education
Rider University
BS BA
Highland Capital Management, L.P. April 2015 - Present
Direxion Investments June 2013 - April 2015
BlackRock January 2011 - June 2013
Fred Alger Management June 2007 - January 2011
Citi May 2006 - June 2007
Skills
Mutual Funds, ETFs, Financial Sales, Indices, Indexing, Asset Management, Financial Planning, Strategic Planning, New Business Development, Asset Managment, Strategic Financial..., Sales Finance, Alternative Investments, Separately Managed..., Series 63, Financial Services, Retirement Planning, Asset Allocation, Investment Management, Equities
Education
Penn State University 2002 — 2006
Bachelor of Science, Marketing
Direxion Investments June 2013 - Present
Neuberger Berman April 2012 - June 2013
Allianz Global Investors February 2007 - February 2012
New England Financial March 2003 - January 2007
First Investors Corporation July 2002 - March 2003
Skills
Series 3, Series 7, Series 63, Series 65, ETFs, Mutual Funds, Internal Sales SMA..., CIMA candidate, Finance, Investments, Separately Managed..., Alternative Investments, Asset Allocation, FINRA, Equities, Asset Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Arts, Economics
Seton Hall University 1996 — 1999
Direxion Investments 2006 - Present
A.G. Edwards April 2002 - July 2006
Putnam Investments 1999 - 2002
Skills
Alternative Investments, Investments, Marketing Communications, Hedge Funds, Asset Management, Series 7, Series 63, Series 65, Eloqua, Salesforce.com, Marketing Automation, Trading, Investment Management, Retirement Planning, Mutual Funds
Education
University of Massachusetts at Lowell 1998 — 2002
Business Administration, Finance/Marketing
Morgan Stanley October 2015 - Present
Direxion Investments February 2014 - September 2015
MainStay Investments/New York Life January 2011 - February 2014
MainStay Investments/New York Life December 2009 - January 2011
MainStay Investments/New York Life January 2006 - November 2009
Skills
Series 7, Series 66, Series 24, Mutual Funds, Wealth Management, Separately Managed..., Retirement Planning, Investments, Series 63, Uniform Combined State..., Asset Allocation, Fixed Annuities, Alternative Investments, Retirement, Securities, Asset Management, Financial Advisory
Education
Syracuse University 2000 — 2004
BA, Economics
Direxion Investments February 2015 - Present
Direxion Investments July 2013 - Present
Russell Investments June 2011 - August 2012
Sentinel Investments January 2008 - December 2010
Sentinel Investments April 2006 - January 2008
Legg Mason April 2005 - April 2006
Vanguard June 2004 - March 2005
Skills
Mutual Funds, Alternative Investments, ETFs, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Salesforce.com, Series 66, Series 3, Asset Management, Bloomberg, Equities, FINRA, Financial Advisory, Hedge Funds, Portfolio Management, Separately Managed..., Trading, Wealth Management
Education
Loyola College in Maryland 2000 — 2004
B.B.A., Business Administration and Management, General
Hogeschool Rotterdam 2003 — 2003
Study Abroad
Direxion Investments January 2013 - Present
Direxion Investments September 2008 - January 2013
Goldman Sachs June 2005 - September 2008
Skills
Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Equities, Valuation, Capital Markets, Series 7, Alternative Investments, Bloomberg, Credit, ETFs, Mutual Funds, Risk Management, Series 63, Asset Management, Structured Products, Securities, Options
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance, Economics, Real Estate
Direxion Investments March 2012 - Present
Miller Tabak June 2008 - March 2012
Skills
Derivatives, Options, Bloomberg, Equities, Hedge Funds, Series 7, Series 63, Equity Derivatives, Alternative Investments, ETFs, Equity Trading, Financial Modeling, Trading, Portfolio Management, Capital Markets, Asset Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Fordham University
Bachelor of Science (B.S.), Finance
Chaminade High School
Mineola, NY
Direxion Investments March 2014 - Present
Jacobs Strategic Consulting, LLC February 2012 - March 2014
Hatteras Funds January 2010 - February 2012
Baron Capital 2009 - 2009
Allianz Global Investors 2000 - 2008
Eaton Vance 1990 - 2000
Lexington Global Asset Managers 1988 - 1990
First Investors 1984 - 1988
Education
IMD Business School 2006 — 2007
Allianz Global Leadership Program
Harvard Law School Executive Program 2006 — 2006
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA, Certified Investment Management Analyst
The George Washington University
CIMC, Certified Investment Management Consultant
Institute for Wealth Management 1997 — 1997
CMFC, Chartered Mutual Fund Counselor
Montclair State University
BA, Economics
New York Life & MainStay Investments June 2015 - Present
Direxion Investments 2014 - 2015
Morgan Stanley Wealth Management 2008 - 2013
Neuberger Berman (Lehman Brothers) 2006 - 2008
Lehman Brothers 2000 - 2005
ABN AMRO Inc. 1994 - 2000
Skills
Equities, Fixed Income, Series 7, Proprietary Trading, Hedge Funds, Securitization, Alternative Investments, Asset Allocation, Portfolio Management, Global Macro, Investment Management, Investments, Equity Research, Asset Management, Bloomberg, Wealth Management, Mutual Funds, Series 24, Capital Markets, Strategy, Trading, Valuation, Securities, Investment Strategies, Series 63, Investment Advisory, Financial Advisory, ETFs, Bonds, Fund Of Funds, Retirement, FINRA, Options, Financial Services, Emerging Markets, Structured Products, Wealth Management..., Financial Markets, Private Equity, Derivatives, Equity Valuation, Separately Managed..., Investment Banking, Uniform Combined State..., Series 65, Equity Trading, Hedging, Economics, Equity Derivatives, Institutional...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Carnegie Mellon University - Tepper School of Business
BS, Economics
Direxion Investments August 2015 - Present
Direxion Investments July 2013 - August 2015
BlackRock May 2011 - July 2013
ProShare Advisors, LLC November 2007 - October 2008
Israel Defense Forces November 2005 - 2008
Education
The Johns Hopkins University 2007 — 2008
Master's Degree, Government (M.A.)
Bar-Ilan University 2009 — 2010
International Master of Business Administration (M.B.A.)
State University of New York at Binghamton 2002 — 2005
Bachelor's Degree, Economics (B.A.)
Direxion Investments September 2013 - Present
UBS Financial Services February 2012 - May 2013
Tuyet Mai Popcorn Ltd May 2010 - September 2010
Vietnamese Student Organization May 2009 - May 2010
International Student Organization April 2009 - April 2010
Skills
Microsoft Office, Photoshop, Bloomberg Terminal, PowerPoint, Investments, Finance, Financial Analysis, Access, Microsoft Excel, Financial Modeling, Bloomberg, Data Analysis, Fixed Income, Equities, Banking, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2015
Master of Science (M.S.), Finance
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Bachelor, Business Administration; Finance
Natixis Asset Management August 2014 - Present
PanAgora Asset Management March 2012 - August 2014
Direxion Investments April 2009 - March 2012
Manulife Financial May 2006 - April 2009
Skills
Series 7, Series 63, Series 65, Series 3, Hedge Funds, Securities, FINRA, Trading Systems, Trading, Equity Trading, Electronic Trading, Investment Strategies, Investment Management, Equities, Bloomberg, Portfolio Management, Asset Allocation, Mutual Funds
Education
Nichols College 2002 — 2006
Bachelor of Science (B.S.)
Nichols College 2002 — 2006
Bachelor of Science (B.S.)
Direxion Investments April 2014 - September 2014
Newedge Group October 2004 - May 2010
Refco Securities January 2002 - January 2003
Brokertec Global November 2000 - January 2002
PaineWebber October 1998 - November 2000
Credit Suisse Asset Management (BEA) March 1997 - October 1998
Gruntal and Company January 1996 - March 1997
Donaldson, Lufkin & Jenrette October 1990 - October 1995
Skills
Equities, Trading Systems, Derivatives, Options, Fixed Income, Prime Brokerage
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2000
MBA, Executive Management
City University of New York-Brooklyn College 1986 — 1990
Bachelor's Degree, Business Management and Finance
Direxion Investments July 2006 - Present
Merrill Lynch July 1999 - August 2006
Education
Fairfield University 1995 — 1999
BS, Finance
Chaminade High School 1991 — 1995
Direxion Investments September 2014 - Present
Goldman Sachs June 2011 - September 2014
Goldman Sachs August 2010 - April 2011
Goldman Sachs July 2007 - August 2010
Morgan Stanley May 2006 - August 2006
Skills
Hedge Funds, Prime Brokerage, Equities, Series 7, Alternative Investments, Fixed Income, Bloomberg, Series 63, Asset Managment, Securities, Investments, Fund Of Funds
Education
Fairfield University 2003 — 2007
Bachelor of Science, Finance
Malvern Preparatory School 1999 — 2003
Direxion Investments November 2014 - Present
Lord, Abbett & Co. LLC November 2010 - August 2014
Skills
Investments, Mutual Funds, Asset Management, Series 7, Equities, Portfolio Management, Alternative Investments, Wealth Management, Asset Allocation, Hedge Funds, Fixed Income, Series 63, Investment Strategies, Financial Analysis, Bloomberg, Series 3
Education
Bucknell University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Management
Pine-Richland
Direxion Investments January 2013 - Present
Direxion Investments September 2008 - January 2013
Goldman Sachs June 2005 - September 2008
Skills
Sales, ETFs, Portfolio Management, Trading, Hedge Funds, Asset Management, Capital Markets, Equities, Mutual Funds, Investments
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor of Business Administration (BBA), Finance & Economics