Dominick & Dominick LLC
Industry: Financial services company
DescriptionDominick and Dickerman is an investment and merchant banking firm, located in New York City. From 1899 through 2015, the firm was known as Dominick and Dominick. Following the sale of the wealth management business, the firm reverted to its original name, Dominick and Dickerman. Headquarters: New York City, NY Founded: 1870 Subsidiary: Dominick & Dickerman LLC, Asset Management Arm
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Dominick & Dominick LLC Employees
Employee
Years
Job
Industry
Gina Volpe Gina Volpe's Dominick & Dominick LLC Experience October 2004 - March 2006
Job Executive Assistant at Moodys Corporation
Industry Financial Services
Experience
Moodys Corporation March 2005 - Present
Dominick & Dominick LLC October 2004 - March 2006
Skills
PeopleSoft, Microsoft Excel, PowerPoint, Outlook, Fixed Income, Credit, Bloomberg, Microsoft Office, Onboarding, Microsoft Word, Human Resources, Data Analysis, Credit Risk, Financial Modeling, Office Management, Capital Markets
Education
New Jersey City University
Bachelors, Psychology
Moodys Corporation March 2005 - Present
Dominick & Dominick LLC October 2004 - March 2006
Skills
PeopleSoft, Microsoft Excel, PowerPoint, Outlook, Fixed Income, Credit, Bloomberg, Microsoft Office, Onboarding, Microsoft Word, Human Resources, Data Analysis, Credit Risk, Financial Modeling, Office Management, Capital Markets
Education
New Jersey City University
Bachelors, Psychology
Anton Stoytchev Anton Stoytchev's Dominick & Dominick LLC Experience September 2012 - November 2012
Job Technology Analyst at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs September 2014 - Present
Crown Royalties Investments St. Lawrence University October 2011 - May 2014
Information Technology, St. Lawrence University August 2011 - May 2014
Dominick & Dominick LLC September 2012 - November 2012
National Transportation Safety Board June 2011 - July 2011
Skills
Java, Python, JavaScript, HTML + CSS, PHP, Linux Kernel, Minitab, LaTeX, Mathematica, Microsoft Office
Education
Saint Lawrence University 2010 — 2014
Bachelor's Degree, Honors Computer Science and Economics
Goldman Sachs September 2014 - Present
Crown Royalties Investments St. Lawrence University October 2011 - May 2014
Information Technology, St. Lawrence University August 2011 - May 2014
Dominick & Dominick LLC September 2012 - November 2012
National Transportation Safety Board June 2011 - July 2011
Skills
Java, Python, JavaScript, HTML + CSS, PHP, Linux Kernel, Minitab, LaTeX, Mathematica, Microsoft Office
Education
Saint Lawrence University 2010 — 2014
Bachelor's Degree, Honors Computer Science and Economics
Fred Horan Fred Horan's Dominick & Dominick LLC Experience February 2012 - Present
Job Managing Director Institutional Sales
Industry Financial Services
Experience
Merriman Capital, Inc. January 2015 - Present
Dominick & Dominick LLC February 2012 - Present
Ticonderoga Securities LLC 2010 - 2012
Reynders Gray & Co January 1995 - June 2008
Skills
Equities, Equity Trading, Sales, Series 7, Securities, Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Trading, Investments, Asset Management
Education
Lynchburg College 1978 — 1982
Bachelor's degree, Business Administration and Management, General, Above average
Merriman Capital, Inc. January 2015 - Present
Dominick & Dominick LLC February 2012 - Present
Ticonderoga Securities LLC 2010 - 2012
Reynders Gray & Co January 1995 - June 2008
Skills
Equities, Equity Trading, Sales, Series 7, Securities, Alternative Investments, Fixed Income, Portfolio Management, Hedge Funds, Trading, Investments, Asset Management
Education
Lynchburg College 1978 — 1982
Bachelor's degree, Business Administration and Management, General, Above average
John Schietinger John Schietinger's Dominick & Dominick LLC Experience November 2012 - Present
Job Strategic Accounts at lettrs
Industry Online Media
Experience
lettrs July 2015 - Present
Dominick & Dominick LLC November 2012 - Present
Credit Suisse Securities (USA) LLC March 2006 - November 2012
Morgan Stanley October 2002 - March 2006
Merrill Lynch June 1996 - October 2002
Skills
Social Media, Private Equity, Alternative Investments, Investments, Investment Management, Finance, Investment Banking, Financial Advisory, Capital Markets, Wealth Management..., Equities, Portfolio Management, Private Banking, Fixed Income, Asset Management, Securities, Hedge Funds, Derivatives, Series 7, Investment Strategies
Education
University at Buffalo 1988 — 1990
BA, Economics
lettrs July 2015 - Present
Dominick & Dominick LLC November 2012 - Present
Credit Suisse Securities (USA) LLC March 2006 - November 2012
Morgan Stanley October 2002 - March 2006
Merrill Lynch June 1996 - October 2002
Skills
Social Media, Private Equity, Alternative Investments, Investments, Investment Management, Finance, Investment Banking, Financial Advisory, Capital Markets, Wealth Management..., Equities, Portfolio Management, Private Banking, Fixed Income, Asset Management, Securities, Hedge Funds, Derivatives, Series 7, Investment Strategies
Education
University at Buffalo 1988 — 1990
BA, Economics
Jason Tilchen's Dominick & Dominick LLC Experience May 2011 - August 2011
Job Client Relations Associate at Axiom International Investors
Industry Financial Services
Experience
Axiom International Investors October 2014 - Present
Axiom International Investors LLC January 2013 - October 2014
Dominick & Dominick LLC May 2011 - August 2011
IU Athletics September 2010 - December 2010
Glen Oaks Country Club May 2007 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Microsoft Office, Research, Customer Service, Social Media, Outlook, Financial Analysis
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science - Finance, Finance
Axiom International Investors October 2014 - Present
Axiom International Investors LLC January 2013 - October 2014
Dominick & Dominick LLC May 2011 - August 2011
IU Athletics September 2010 - December 2010
Glen Oaks Country Club May 2007 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Microsoft Office, Research, Customer Service, Social Media, Outlook, Financial Analysis
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science - Finance, Finance
Alec Brumley Alec Brumley's Dominick & Dominick LLC Experience August 2012 - September 2012
Job Staff Financial Analyst at Allstate
Industry Financial Services
Experience
Allstate June 2015 - Present
Allstate July 2014 - June 2015
CME Group July 2013 - August 2013
Dominick & Dominick LLC August 2012 - September 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Economics, Customer Service, Research, English, Matlab, Analysis, Marketing Strategy, Public Speaking, Team Leadership, Finance, Process Improvement, Financial Analysis
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Exchange Program, Economics
Allstate June 2015 - Present
Allstate July 2014 - June 2015
CME Group July 2013 - August 2013
Dominick & Dominick LLC August 2012 - September 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Economics, Customer Service, Research, English, Matlab, Analysis, Marketing Strategy, Public Speaking, Team Leadership, Finance, Process Improvement, Financial Analysis
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Exchange Program, Economics
Christopher P. Rahe's Dominick & Dominick LLC Experience October 2013 - November 2014
Job St. Lawrence University 2010
Industry Financial Services
Experience
IFM Investors July 2015 - Present
Dominick & Dominick LLC October 2013 - November 2014
Dominick & Dominick LLC June 2011 - September 2013
Fairfield Ludlowe High School February 2011 - May 2011
GE Capital June 2009 - August 2009
Penfield Marketing Group June 2008 - August 2008
Skills
Alternative Investments, Strategic Financial..., Bloomberg, Investment Management, Series 66, Series 7, Equities, Series 79, Capital IQ, Microsoft Excel, Microsoft Office, PowerPoint, Investments, Finance, Financial Analysis, Financial Modeling, Financial Services, Equity Research, Microsoft Word
Education
St. Lawrence University 2006 — 2010
BA, Economics, Mathematics, Statistics
IFM Investors July 2015 - Present
Dominick & Dominick LLC October 2013 - November 2014
Dominick & Dominick LLC June 2011 - September 2013
Fairfield Ludlowe High School February 2011 - May 2011
GE Capital June 2009 - August 2009
Penfield Marketing Group June 2008 - August 2008
Skills
Alternative Investments, Strategic Financial..., Bloomberg, Investment Management, Series 66, Series 7, Equities, Series 79, Capital IQ, Microsoft Excel, Microsoft Office, PowerPoint, Investments, Finance, Financial Analysis, Financial Modeling, Financial Services, Equity Research, Microsoft Word
Education
St. Lawrence University 2006 — 2010
BA, Economics, Mathematics, Statistics
Stephen Nocita's Dominick & Dominick LLC Experience 1985 - 1987
Job Shipwright
Industry Shipbuilding
Experience
Great South Bay Boatworks January 1996 - January 2012
Waldbaum's July 1990 - December 2011
Islandwide Enterprises, Inc. January 2005 - October 2011
Dean Witter Reynolds 1987 - 1990
Dominick & Dominick LLC 1985 - 1987
Skills
Accounting, Financial Reporting, Budgets, Payroll, Auditing, Strategic Planning, Microsoft Excel, System Administration, Microsoft Office, Team Building, Customer Service, Management, Supervisory Skills
Education
Saint Joseph's College 1982 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Great South Bay Boatworks January 1996 - January 2012
Waldbaum's July 1990 - December 2011
Islandwide Enterprises, Inc. January 2005 - October 2011
Dean Witter Reynolds 1987 - 1990
Dominick & Dominick LLC 1985 - 1987
Skills
Accounting, Financial Reporting, Budgets, Payroll, Auditing, Strategic Planning, Microsoft Excel, System Administration, Microsoft Office, Team Building, Customer Service, Management, Supervisory Skills
Education
Saint Joseph's College 1982 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Eric Toro's Dominick & Dominick LLC Experience September 1986 - September 1990
Job Marketing Communications Specialist, Web Development, Desktop Publishing and Technical Writer
Industry Mining & Metals
Experience
Dexmet Corporation June 2010 - Present
Norwalk Community College February 2010 - August 2012
Toro Media Group January 2008 - December 2010
Unger Enterprises December 2008 - May 2010
Five Star Products October 2006 - July 2008
Retrieval Masters Creditors Bureau March 1998 - October 2006
The Bank of New York March 1996 - January 1998
J.P. Morgan Investment Management September 1990 - September 1995
Dominick & Dominick LLC September 1986 - September 1990
Skills
Web Design, XHMTL, HTML + CSS, Wordpress, CMS, Flash Design, Dreamweaver, Proficient in InDesign, Photoshop, Adobe Creative Suite, Illustrator, Premiere, Access, Proficient in Microsoft..., PowerPoint, Filemaker Pro, Final Cut Pro, PHP, Fireworks, Competitive Analysis, Operating Systems, Market Research, Desktop Publishing, Public Relations, Corporate Branding, Marketing Communications, Copywriting, Advertising, Analytics, Web Analytics, Databases, InDesign, QuarkXPress, Media Planning, HTML, WordPress, Flash, Adobe Fireworks, Social Media, Email Marketing, Google Analytics, SEO, Marketing, E-commerce, Blogging, Graphic Design, Brochures, Press Releases, Marketing Management, Photography
Education
Noble Desktop 2015 — 2015
Web Development - Javascript and JQuery
Sessions College for Professional Design 2005 — 2007
Certificate, Design, Business Marketing
CUNY Bronx Community College 1982 — 1983
Electrical and Electronics Engineering
Dexmet Corporation June 2010 - Present
Norwalk Community College February 2010 - August 2012
Toro Media Group January 2008 - December 2010
Unger Enterprises December 2008 - May 2010
Five Star Products October 2006 - July 2008
Retrieval Masters Creditors Bureau March 1998 - October 2006
The Bank of New York March 1996 - January 1998
J.P. Morgan Investment Management September 1990 - September 1995
Dominick & Dominick LLC September 1986 - September 1990
Skills
Web Design, XHMTL, HTML + CSS, Wordpress, CMS, Flash Design, Dreamweaver, Proficient in InDesign, Photoshop, Adobe Creative Suite, Illustrator, Premiere, Access, Proficient in Microsoft..., PowerPoint, Filemaker Pro, Final Cut Pro, PHP, Fireworks, Competitive Analysis, Operating Systems, Market Research, Desktop Publishing, Public Relations, Corporate Branding, Marketing Communications, Copywriting, Advertising, Analytics, Web Analytics, Databases, InDesign, QuarkXPress, Media Planning, HTML, WordPress, Flash, Adobe Fireworks, Social Media, Email Marketing, Google Analytics, SEO, Marketing, E-commerce, Blogging, Graphic Design, Brochures, Press Releases, Marketing Management, Photography
Education
Noble Desktop 2015 — 2015
Web Development - Javascript and JQuery
Sessions College for Professional Design 2005 — 2007
Certificate, Design, Business Marketing
CUNY Bronx Community College 1982 — 1983
Electrical and Electronics Engineering
Tom Cronin's Dominick & Dominick LLC Experience October 1984 - June 1990
Job President at Success PR
Industry Public Relations and Communications
Experience
Wilderness Survival Corp January 2013 - Present
Success Public Relations, Inc January 2011 - Present
Career Enhancement Intl January 2002 - Present
Success Magazine Ltd June 2005 - November 2012
Integrated Financial Consultants January 1991 - June 2001
Dominick & Dominick LLC October 1984 - June 1990
BATUS June 1981 - September 1984
Macys 1971 - 1981
Skills
Reputation Management, Corporations, Public Relations, Series 7, Media Relations, Entrepreneurship, Marketing, Online Advertising, Advertising, SEO, Strategic Communications, Social Media Marketing, Web Design, Facebook, Copywriting, Magazines, Google Analytics, Social Networking, Social Media, Email Marketing, Mobile Marketing, Newsletters, Press Releases, Corporate Communications, Crisis Communications, Marketing Communications, Blogging, Online Marketing, Integrated Marketing, Brand Development, Internal Communications, Publicity, Television, New Media, Content Strategy, Speech Writing, Entertainment, Corporate Branding, Web Content, Content Development, Publishing, Digital Media, Message Development, Media Planning, Sponsorship, Web Content Management, Publications, Digital Strategy, Content Management, Website Development
Education
Adelphi University 1985 — 1986
MBA course study, Certified Financial Consultant, 4.0
Adelphi University 1981 — 1985
Bachelor of Science (BS), Business/Corporate Communications, 3.85 cum
Adelphi University 1981 — 1985
Bachelors, Business/Corporate Communications, 3.8 cum
Adelphi University 1981 — 1985
Bachelor of Science, Business Communications
Wilderness Survival Corp January 2013 - Present
Success Public Relations, Inc January 2011 - Present
Career Enhancement Intl January 2002 - Present
Success Magazine Ltd June 2005 - November 2012
Integrated Financial Consultants January 1991 - June 2001
Dominick & Dominick LLC October 1984 - June 1990
BATUS June 1981 - September 1984
Macys 1971 - 1981
Skills
Reputation Management, Corporations, Public Relations, Series 7, Media Relations, Entrepreneurship, Marketing, Online Advertising, Advertising, SEO, Strategic Communications, Social Media Marketing, Web Design, Facebook, Copywriting, Magazines, Google Analytics, Social Networking, Social Media, Email Marketing, Mobile Marketing, Newsletters, Press Releases, Corporate Communications, Crisis Communications, Marketing Communications, Blogging, Online Marketing, Integrated Marketing, Brand Development, Internal Communications, Publicity, Television, New Media, Content Strategy, Speech Writing, Entertainment, Corporate Branding, Web Content, Content Development, Publishing, Digital Media, Message Development, Media Planning, Sponsorship, Web Content Management, Publications, Digital Strategy, Content Management, Website Development
Education
Adelphi University 1985 — 1986
MBA course study, Certified Financial Consultant, 4.0
Adelphi University 1981 — 1985
Bachelor of Science (BS), Business/Corporate Communications, 3.85 cum
Adelphi University 1981 — 1985
Bachelors, Business/Corporate Communications, 3.8 cum
Adelphi University 1981 — 1985
Bachelor of Science, Business Communications
George Kalemkeridis George Kalemkeridis's Dominick & Dominick LLC Experience September 2008 - June 2011
Job Account Manager | WB Mason Company
Industry Business Supplies and Equipment
Experience
WB MASON COMPANY July 2012 - Present
Varick Media Management October 2011 - January 2012
Dominick & Dominick LLC September 2008 - June 2011
Dominick & Dominick LLC September 2007 - September 2008
Skills
Sales, Strategic Planning, Customer Service, Client Representation, Team Building, Leadership, Kung Fu, Account Management, Finance
Education
University at Albany 2004 — 2007
Bachelor's degree
WB MASON COMPANY July 2012 - Present
Varick Media Management October 2011 - January 2012
Dominick & Dominick LLC September 2008 - June 2011
Dominick & Dominick LLC September 2007 - September 2008
Skills
Sales, Strategic Planning, Customer Service, Client Representation, Team Building, Leadership, Kung Fu, Account Management, Finance
Education
University at Albany 2004 — 2007
Bachelor's degree
Stephen Benvin Stephen Benvin's Dominick & Dominick LLC Experience September 2003 - December 2008
Job Vice President at Palm Aviation, LLC
Industry Aviation & Aerospace
Experience
Bakken Holding Company LLC June 2011 - Present
Palm Aviation LLC January 2010 - Present
Dominick & Dominick LLC September 2003 - December 2008
Skills
Series 7, Valuation, Equities, Financial Modeling, Financial Analysis, Bloomberg, Asset Management, Capital Markets, Investments, Securities, Corporate Finance, Leadership, Management
Education
Arizona State University, W. P. Carey School of Business
MBA, Finance & International Business
Bakken Holding Company LLC June 2011 - Present
Palm Aviation LLC January 2010 - Present
Dominick & Dominick LLC September 2003 - December 2008
Skills
Series 7, Valuation, Equities, Financial Modeling, Financial Analysis, Bloomberg, Asset Management, Capital Markets, Investments, Securities, Corporate Finance, Leadership, Management
Education
Arizona State University, W. P. Carey School of Business
MBA, Finance & International Business
Thomas Tyson Thomas Tyson's Dominick & Dominick LLC Experience April 2008 - March 2009
Job Account Manager at Winston Benefits Inc
Industry Information Technology and Services
Experience
Winston Benefits Inc April 2015 - Present
Winston Benefits Inc March 2013 - Present
DefinedLogic July 2010 - February 2013
Aon Risk Services March 2009 - May 2010
Dominick & Dominick LLC April 2008 - March 2009
MetLife Financial Services March 2006 - April 2008
Skills
Marketing, Facebook, Time Management, Microsoft Excel, Business Analysis, Agile Methodologies, Business Requirements, Analysis, CRM, Customer Service, Insurance, Process Improvement, Requirements Analysis, Risk Management, Sales, Software Development, Visio, Testing, Vendor Management, Project Management, SDLC, Business Process..., Requirements Gathering, Integration, Software Project..., Program Management, Databases, Account Management, Microsoft Office, Software Documentation, Business Process, Microsoft Word, IT Strategy, Strategy, Financial Services, Management, Product Management, Business Intelligence, Analytics, Team Building, Strategic Planning, Project Planning, Change Management
Education
Towson University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Winston Benefits Inc April 2015 - Present
Winston Benefits Inc March 2013 - Present
DefinedLogic July 2010 - February 2013
Aon Risk Services March 2009 - May 2010
Dominick & Dominick LLC April 2008 - March 2009
MetLife Financial Services March 2006 - April 2008
Skills
Marketing, Facebook, Time Management, Microsoft Excel, Business Analysis, Agile Methodologies, Business Requirements, Analysis, CRM, Customer Service, Insurance, Process Improvement, Requirements Analysis, Risk Management, Sales, Software Development, Visio, Testing, Vendor Management, Project Management, SDLC, Business Process..., Requirements Gathering, Integration, Software Project..., Program Management, Databases, Account Management, Microsoft Office, Software Documentation, Business Process, Microsoft Word, IT Strategy, Strategy, Financial Services, Management, Product Management, Business Intelligence, Analytics, Team Building, Strategic Planning, Project Planning, Change Management
Education
Towson University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nicholas Kennedy Nicholas Kennedy's Dominick & Dominick LLC Experience 2012 - 2013
Job Consultant for Creative Businesses
Industry Design
Experience
Chen Chen and Kai Williams September 2013 - Present
Cara Marie Piazza September 2013 - Present
Dominick & Dominick LLC 2012 - 2013
Morgan Stanley May 2011 - November 2012
Skills
Microsoft Excel, Textiles, Physics, Dyes, Photoshop, QuickBooks, Shopify, Hand Drafting, Botany, Satire, Blogging
Education
Fashion Institute of Technology 2013 — 2013
Apparel and Textiles
Columbia University in the City of New York 2012 — 2012
Life Sciences
Brown University 2005 — 2009
Bachelor of Arts (BA), Physics
Chen Chen and Kai Williams September 2013 - Present
Cara Marie Piazza September 2013 - Present
Dominick & Dominick LLC 2012 - 2013
Morgan Stanley May 2011 - November 2012
Skills
Microsoft Excel, Textiles, Physics, Dyes, Photoshop, QuickBooks, Shopify, Hand Drafting, Botany, Satire, Blogging
Education
Fashion Institute of Technology 2013 — 2013
Apparel and Textiles
Columbia University in the City of New York 2012 — 2012
Life Sciences
Brown University 2005 — 2009
Bachelor of Arts (BA), Physics
Frederick Paul Kiesche III Frederick Paul Kiesche III's Dominick & Dominick LLC Experience November 1998 - July 2003
Job Administrative Generalist
Industry Financial Services
Experience
Caxton Associates LP April 2003 - Present
Franklin Park Volunteer Fire Company, Inc. January 2003 - December 2009
JTM Associates January 1985 - June 2009
South Brunswick Security July 2004 - April 2007
Dominick & Dominick LLC November 1998 - July 2003
S.G. Cowen Asset Management January 1995 - November 1998
US Army November 1985 - November 1997
Kidder Peabody October 1992 - December 1994
Cybergraphic Systems, Inc. April 1992 - September 1992
Digital Solutions, Inc. April 1990 - April 1992
Skills
Asset Managment, Microsoft Office, Published Author, Proofreading, Research, Investments, Conflict Resolution, Securities, Editing, Public Speaking, Strategic Planning, Freelance Writing, Copy Editing, Equities, Financial Analysis, Science Fiction, Bloomberg, Novels, Alternative Investments, Books, Hedge Funds, Equity Research, Settlement, Derivatives, Fiction, Analysis, Technical Writing, Fiction Writing, Creative Writing, Publishing, Non-fiction, Fund Of Funds, Management, Blogging, Social Media, Risk Management, Access, System Administration, Capital Markets, Fundraising, Administration
Education
Rutgers University-New Brunswick 1977 — 1981
BA, Labor Studies, Economics, Women's Studies
Kinnelon High School 1973 — 1977
H.S., College Prep
Caxton Associates LP April 2003 - Present
Franklin Park Volunteer Fire Company, Inc. January 2003 - December 2009
JTM Associates January 1985 - June 2009
South Brunswick Security July 2004 - April 2007
Dominick & Dominick LLC November 1998 - July 2003
S.G. Cowen Asset Management January 1995 - November 1998
US Army November 1985 - November 1997
Kidder Peabody October 1992 - December 1994
Cybergraphic Systems, Inc. April 1992 - September 1992
Digital Solutions, Inc. April 1990 - April 1992
Skills
Asset Managment, Microsoft Office, Published Author, Proofreading, Research, Investments, Conflict Resolution, Securities, Editing, Public Speaking, Strategic Planning, Freelance Writing, Copy Editing, Equities, Financial Analysis, Science Fiction, Bloomberg, Novels, Alternative Investments, Books, Hedge Funds, Equity Research, Settlement, Derivatives, Fiction, Analysis, Technical Writing, Fiction Writing, Creative Writing, Publishing, Non-fiction, Fund Of Funds, Management, Blogging, Social Media, Risk Management, Access, System Administration, Capital Markets, Fundraising, Administration
Education
Rutgers University-New Brunswick 1977 — 1981
BA, Labor Studies, Economics, Women's Studies
Kinnelon High School 1973 — 1977
H.S., College Prep
Andrew Congleton's Dominick & Dominick LLC Experience 2009 - 2009
Job Financial Services Representative and Investment Advisor Representative at MetLife
Industry Financial Services
Experience
MetLife January 2011 - Present
Keating & Associates, Inc. July 2009 - December 2010
Dominick & Dominick LLC 2009 - 2009
Oppenheimer & Co. 2008 - 2009
US Department of Health and Human Services, Administration for Children and Families January 2007 - July 2008
Skills
Retirement, IRAs, Series 7, Investments, Mutual Funds, Financial Advisory, Investment Advisory, Wealth Management, Life Insurance, 401k, 401k Rollovers, Disability Insurance, Insurance, Long Term Care Insurance, Strategic Financial..., Estate Conservation...
Education
Kansas State University 2003 — 2006
B.S. in Business Administration, Finance, General
MetLife January 2011 - Present
Keating & Associates, Inc. July 2009 - December 2010
Dominick & Dominick LLC 2009 - 2009
Oppenheimer & Co. 2008 - 2009
US Department of Health and Human Services, Administration for Children and Families January 2007 - July 2008
Skills
Retirement, IRAs, Series 7, Investments, Mutual Funds, Financial Advisory, Investment Advisory, Wealth Management, Life Insurance, 401k, 401k Rollovers, Disability Insurance, Insurance, Long Term Care Insurance, Strategic Financial..., Estate Conservation...
Education
Kansas State University 2003 — 2006
B.S. in Business Administration, Finance, General
Nicholas Vitanza Nicholas Vitanza's Dominick & Dominick LLC Experience September 1992 - October 1997
Job President at Elegant Valet
Industry Hospitality
Experience
Elegant Valet Parking Services, Inc January 2005 - Present
Trimark Securities October 1997 - March 2003
Dominick & Dominick LLC September 1992 - October 1997
Chemical Bank 1988 - 1992
Skills
Hospitality, Hotels, Revenue Analysis, Hospitality Industry, Sales, Hotel Management, Trading, Catering, Hospitality Management, Restaurants, Food & Beverage, Pre-opening, Equity Trading, Yield Management, Resorts, Equities, Tourism
Education
New York University 1983 — 1987
BA Stern Business School, Finance /Economics
Elegant Valet Parking Services, Inc January 2005 - Present
Trimark Securities October 1997 - March 2003
Dominick & Dominick LLC September 1992 - October 1997
Chemical Bank 1988 - 1992
Skills
Hospitality, Hotels, Revenue Analysis, Hospitality Industry, Sales, Hotel Management, Trading, Catering, Hospitality Management, Restaurants, Food & Beverage, Pre-opening, Equity Trading, Yield Management, Resorts, Equities, Tourism
Education
New York University 1983 — 1987
BA Stern Business School, Finance /Economics
Jared Malavé's Dominick & Dominick LLC Experience 2011 - 2013
Job
Industry Financial Services
Experience
Aleutian Capital Partners 2013 - 2014
Dominick & Dominick LLC 2011 - 2013
Malavé Capital, LLC 2009 - 2011
UBS Investment Bank 2006 - 2009
HSBC Securities 2005 - 2006
Peregrine Capital Partners 2005 - 2005
Medco 2004 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Due Diligence, Investment Banking, Strategy, Business Strategy, Leveraged Finance, Finance, Private Placements, Capital Markets, Private Equity, Equities, Mergers & Acquisitions, Venture Capital, Investments, LBO, Hedge Funds, Corporate Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Finance & Accounting
Cornell University
Master of Science (MS), Nutritional Biochemistry
Cornell University
Bachelor of Science (BS), Biology & Society
Aleutian Capital Partners 2013 - 2014
Dominick & Dominick LLC 2011 - 2013
Malavé Capital, LLC 2009 - 2011
UBS Investment Bank 2006 - 2009
HSBC Securities 2005 - 2006
Peregrine Capital Partners 2005 - 2005
Medco 2004 - 2004
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Due Diligence, Investment Banking, Strategy, Business Strategy, Leveraged Finance, Finance, Private Placements, Capital Markets, Private Equity, Equities, Mergers & Acquisitions, Venture Capital, Investments, LBO, Hedge Funds, Corporate Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Finance & Accounting
Cornell University
Master of Science (MS), Nutritional Biochemistry
Cornell University
Bachelor of Science (BS), Biology & Society
Thomas Tarangioli's Dominick & Dominick LLC Experience May 2010 - July 2010
Job Senior Associate at PwC
Industry Human Resources
Experience
PwC October 2012 - Present
IMG Artists May 2011 - October 2012
Dominick & Dominick LLC May 2010 - July 2010
Skills
Event Management, Orchestral Music, Social Media, Microsoft Excel, Access, Analysis, Strategy, Actuarial Science, Project Management, Financial Modeling, Event Planning, Health Care Reform, Employee Benefits
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Fordham Preparatory School 2003 — 2007
PwC October 2012 - Present
IMG Artists May 2011 - October 2012
Dominick & Dominick LLC May 2010 - July 2010
Skills
Event Management, Orchestral Music, Social Media, Microsoft Excel, Access, Analysis, Strategy, Actuarial Science, Project Management, Financial Modeling, Event Planning, Health Care Reform, Employee Benefits
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Fordham Preparatory School 2003 — 2007
Naman Zatakia Naman Zatakia's Dominick & Dominick LLC Experience February 2011 - June 2012
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
RBC Capital Markets July 2012 - July 2014
Dominick & Dominick LLC February 2011 - June 2012
Adelphi University, Center for Recreation and Sport August 2007 - January 2011
Adelphi University, Learning Center May 2010 - August 2010
JM Financial Services (f/k/a JM-Morgan Stanley) June 2008 - August 2008
Skills
Excel, PowerPoint, Word, Financial Analysis, Financial Modeling, DCF, Comps, Bloomberg, Capital IQ, Factset, M&A experience, Capital Raises, Virtual Data Room..., FactSet, SNL, Credit Analysis, Microsoft Excel, Microsoft Word, Investments, Mergers & Acquisitions, Investment Banking, Finance, Corporate Finance, Valuation, Capital Markets, Due Diligence, Strategy, Equities, Microsoft Office, Management
Education
Adelphi University 2009 — 2010
M.B.A, Marketing
Adelphi University 2005 — 2009
B.A., Double Major in Management and Economics
Canadian International School 2004 — 2005
International Baccalaureate Diploma, Higher Level IB courses included: Economics, Physics and Business Management
The International School Bangalore 2003 — 2004
International Baccalaureate Diploma, Higher Level IB courses included: Economics, Physics and Business Management
RBC Capital Markets August 2014 - Present
RBC Capital Markets July 2012 - July 2014
Dominick & Dominick LLC February 2011 - June 2012
Adelphi University, Center for Recreation and Sport August 2007 - January 2011
Adelphi University, Learning Center May 2010 - August 2010
JM Financial Services (f/k/a JM-Morgan Stanley) June 2008 - August 2008
Skills
Excel, PowerPoint, Word, Financial Analysis, Financial Modeling, DCF, Comps, Bloomberg, Capital IQ, Factset, M&A experience, Capital Raises, Virtual Data Room..., FactSet, SNL, Credit Analysis, Microsoft Excel, Microsoft Word, Investments, Mergers & Acquisitions, Investment Banking, Finance, Corporate Finance, Valuation, Capital Markets, Due Diligence, Strategy, Equities, Microsoft Office, Management
Education
Adelphi University 2009 — 2010
M.B.A, Marketing
Adelphi University 2005 — 2009
B.A., Double Major in Management and Economics
Canadian International School 2004 — 2005
International Baccalaureate Diploma, Higher Level IB courses included: Economics, Physics and Business Management
The International School Bangalore 2003 — 2004
International Baccalaureate Diploma, Higher Level IB courses included: Economics, Physics and Business Management
Debra Tom Debra Tom's Dominick & Dominick LLC Experience July 1987 - June 1989
Job Operations Manager at Quad Capital
Industry Financial Services
Experience
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Rob Reilly Rob Reilly's Dominick & Dominick LLC Experience 2003 - January 2015
Job Regional Manager Dominick & Dominick Wunderlich Wealth Management
Industry Financial Services
Experience
Dominick & Dominick Division of Wunderlich Wealth Management January 2015 - Present
Dominick & Dominick LLC 2003 - January 2015
Credit Suisse First Boston 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Finance, General
Georgetown University 1986 — 1990
BA, Political Science and History
Dominick & Dominick Division of Wunderlich Wealth Management January 2015 - Present
Dominick & Dominick LLC 2003 - January 2015
Credit Suisse First Boston 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Finance, General
Georgetown University 1986 — 1990
BA, Political Science and History
Michael Rose, CFP®'s Dominick & Dominick LLC Experience March 2005 - June 2012
Job Founder and Managing Partner at Rose Capital Advisors
Industry Financial Services
Experience
Rose Capital Advisors July 2012 - Present
Mourning Family Foundation September 2013 - Present
Driving Force Giving Circle January 2013 - Present
Dominick & Dominick LLC March 2005 - June 2012
Make-A-Wish Foundation® of Southern Florida 2008 - 2012
Wachovia Securities, LLC 2001 - 2005
Skills
Holistic Financial..., Wealth Advisory, Family Office Services, Financial/Investment..., Retirement Planning, College Education..., Investment Policy, Dynamic Asset Allocation, Cash Flow Analysis, Performance Analytics, Alternative Investments, Real Estate, Private Equity, Venture Capital, Hedge Funds, Commodities, Managed Futures, Timberland, Cash Flow, Commodity, Wealth
Education
University of Miami 2009 — 2011
CFP
Syracuse University 1993 — 1997
Bachelor of Science Degree, Finance
Rose Capital Advisors July 2012 - Present
Mourning Family Foundation September 2013 - Present
Driving Force Giving Circle January 2013 - Present
Dominick & Dominick LLC March 2005 - June 2012
Make-A-Wish Foundation® of Southern Florida 2008 - 2012
Wachovia Securities, LLC 2001 - 2005
Skills
Holistic Financial..., Wealth Advisory, Family Office Services, Financial/Investment..., Retirement Planning, College Education..., Investment Policy, Dynamic Asset Allocation, Cash Flow Analysis, Performance Analytics, Alternative Investments, Real Estate, Private Equity, Venture Capital, Hedge Funds, Commodities, Managed Futures, Timberland, Cash Flow, Commodity, Wealth
Education
University of Miami 2009 — 2011
CFP
Syracuse University 1993 — 1997
Bachelor of Science Degree, Finance
Pamela Nydam, RTRP's Dominick & Dominick LLC Experience 1984 - 1989
Job Owner, Accounting & Tax services
Industry Accounting
Experience
Integra Realty LLC, Webster, MA 2010 - Present
Accounting & Tax Services January 1991 - Present
Accounting and Tax Services 1989 - Present
Dominick & Dominick LLC 1984 - 1989
Skills
commercial leasing, property management, Vacation Property Mgmt, Investment Analysis, Strategic Planning, Customer Service, Accounting, QuickBooks, Financial Reporting, Tax, Bookkeeping, Tax Preparation, Accounts Payable, Financial Analysis, General Ledger, Financial Statements, Accounts Receivable, Account Reconciliation, Property Tax, Small Business, Budgets, Tax Accounting, Income Tax, Payroll, Valuation, Corporate Tax, Property Management, CPA, Commercial Leasing
Education
Becker College 1983 — 1993
Degree, Business & Accounting
Worcester Academy (Parent)
Integra Realty LLC, Webster, MA 2010 - Present
Accounting & Tax Services January 1991 - Present
Accounting and Tax Services 1989 - Present
Dominick & Dominick LLC 1984 - 1989
Skills
commercial leasing, property management, Vacation Property Mgmt, Investment Analysis, Strategic Planning, Customer Service, Accounting, QuickBooks, Financial Reporting, Tax, Bookkeeping, Tax Preparation, Accounts Payable, Financial Analysis, General Ledger, Financial Statements, Accounts Receivable, Account Reconciliation, Property Tax, Small Business, Budgets, Tax Accounting, Income Tax, Payroll, Valuation, Corporate Tax, Property Management, CPA, Commercial Leasing
Education
Becker College 1983 — 1993
Degree, Business & Accounting
Worcester Academy (Parent)
Zander Oldendorp Zander Oldendorp's Dominick & Dominick LLC Experience May 2006 - September 2006
Job Residential Real Estate Agent at Keller Williams
Industry Real Estate
Experience
Keller Williams Realty, Summit NJ September 2012 - Present
Coldwell Banker Real Estate October 2011 - September 2012
Studley November 2007 - October 2011
Dominick & Dominick LLC May 2006 - September 2006
Skills
Personable, Confident, Caring, Real Estate, Real Estate Transactions, Negotiation, Customer Relations
Education
Gettysburg College 2002 — 2006
Bachelor of Arts, Business Management
Madison High School 1998 — 2002
Keller Williams Realty, Summit NJ September 2012 - Present
Coldwell Banker Real Estate October 2011 - September 2012
Studley November 2007 - October 2011
Dominick & Dominick LLC May 2006 - September 2006
Skills
Personable, Confident, Caring, Real Estate, Real Estate Transactions, Negotiation, Customer Relations
Education
Gettysburg College 2002 — 2006
Bachelor of Arts, Business Management
Madison High School 1998 — 2002
Alexander D'Agostino Alexander D'Agostino's Dominick & Dominick LLC Experience May 2011 - July 2011
Job Manager, Strategic Initiatives at PGi
Industry Computer Software
Experience
PGi March 2015 - Present
FTI Consulting September 2013 - March 2015
University of Georgia Office of Sustainability January 2012 - July 2013
Dominick & Dominick LLC May 2011 - July 2011
Dominick & Dominick LLC June 2010 - July 2010
The Benchmark Company June 2009 - July 2009
Skills
PowerPoint, Research, Leadership, Data Analysis, Microsoft Excel, Analysis, Social Networking, Social Media, Financial Analysis, Access, Microsoft Word, Microsoft Office, Nonprofits, Fundraising, Marketing, Teamwork, Event Planning, Public Relations, Community Outreach, Blogging, Team Leadership, Budgets, SPSS, Public Speaking, Consulting, Financial Modeling
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
University of Oxford 2012 — 2012
Coursework in Economics
PGi March 2015 - Present
FTI Consulting September 2013 - March 2015
University of Georgia Office of Sustainability January 2012 - July 2013
Dominick & Dominick LLC May 2011 - July 2011
Dominick & Dominick LLC June 2010 - July 2010
The Benchmark Company June 2009 - July 2009
Skills
PowerPoint, Research, Leadership, Data Analysis, Microsoft Excel, Analysis, Social Networking, Social Media, Financial Analysis, Access, Microsoft Word, Microsoft Office, Nonprofits, Fundraising, Marketing, Teamwork, Event Planning, Public Relations, Community Outreach, Blogging, Team Leadership, Budgets, SPSS, Public Speaking, Consulting, Financial Modeling
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
University of Oxford 2012 — 2012
Coursework in Economics
Douglas F. Grant Douglas F. Grant's Dominick & Dominick LLC Experience October 2005 - July 2006
Job Private Wealth Advisor at Garden State Securities
Industry Financial Services
Experience
Garden State Securities March 2013 - Present
Fidelity Investments June 2008 - October 2012
AXA Advisors LLC July 2006 - March 2008
Dominick & Dominick LLC October 2005 - July 2006
J.P. Turner & Company May 2004 - October 2005
Skills
Series 7, Series 63, Series 66, Life Insurance, Health Insurance, Wealth Management, Investments, Retirement Planning, Equities, Fixed Annuities, Strategic Financial..., Finance, Asset Management, Mutual Funds, ETFs, Financial Planning, Financial Services, Uniform Combined State..., Portfolio Management, Insurance, Fixed Income, Securities
Education
Saint Peter's College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Saint Peter's University 2000 — 2004
Business Administration and Management, General
Garden State Securities March 2013 - Present
Fidelity Investments June 2008 - October 2012
AXA Advisors LLC July 2006 - March 2008
Dominick & Dominick LLC October 2005 - July 2006
J.P. Turner & Company May 2004 - October 2005
Skills
Series 7, Series 63, Series 66, Life Insurance, Health Insurance, Wealth Management, Investments, Retirement Planning, Equities, Fixed Annuities, Strategic Financial..., Finance, Asset Management, Mutual Funds, ETFs, Financial Planning, Financial Services, Uniform Combined State..., Portfolio Management, Insurance, Fixed Income, Securities
Education
Saint Peter's College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Saint Peter's University 2000 — 2004
Business Administration and Management, General
Melanie Urick Baschkin's Dominick & Dominick LLC Experience 2005 - 2009
Job Senior Investment Professional in Investment Strategy and Platform Management, Due Diligence; NonProfit Fundraiser
Industry Financial Services
Experience
Dominick & Dominick LLC 2005 - 2009
Credit Suisse First Boston 2001 - 2005
Donaldson, Lufkin & Jenrette June 1999 - December 2000
Citibank, N.A. October 1994 - June 1999
Skills
Investment Strategy,..., Alternative &..., Investment..., Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Managment, Securities, Series 7, Investments, Asset Allocation, Leadership, Professional Mentoring, Staff Education &..., Contract Negotiation, Asset Management, Investment Management, Investment Strategies, Due Diligence, Wealth Management, Financial Advisory, Private Banking, Investor Relations, Strategic Financial..., Investment Advisory, Retirement Planning, FINRA, Bonds, Equity Trading, Financial Services, Risk Management, ETFs, Emerging Markets, Finance, Economics, Commodity, Wealth Management..., Fund Of Funds, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA
Sewanee-The University of the South 1987 — 1991
BA
St. John's College, Oxford University
The Pingry School 1983 — 1987
High School
Dominick & Dominick LLC 2005 - 2009
Credit Suisse First Boston 2001 - 2005
Donaldson, Lufkin & Jenrette June 1999 - December 2000
Citibank, N.A. October 1994 - June 1999
Skills
Investment Strategy,..., Alternative &..., Investment..., Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Managment, Securities, Series 7, Investments, Asset Allocation, Leadership, Professional Mentoring, Staff Education &..., Contract Negotiation, Asset Management, Investment Management, Investment Strategies, Due Diligence, Wealth Management, Financial Advisory, Private Banking, Investor Relations, Strategic Financial..., Investment Advisory, Retirement Planning, FINRA, Bonds, Equity Trading, Financial Services, Risk Management, ETFs, Emerging Markets, Finance, Economics, Commodity, Wealth Management..., Fund Of Funds, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA
Sewanee-The University of the South 1987 — 1991
BA
St. John's College, Oxford University
The Pingry School 1983 — 1987
High School
Toni Browley Toni Browley's Dominick & Dominick LLC Experience November 2011 - December 2013
Job Bakery Manager at Jewels Osco Finer Foods
Industry Food Production
Experience
Jewels Osco Finer Foods July 2014 - Present
Dominick & Dominick LLC November 2011 - December 2013
Skills
Program Management, Human Resources, Business Development, Chocolate, Customer Service, Restaurants, Food & Beverage, Cake Decorating, Restaurant Management, Microsoft Word, Microsoft Excel, Recipes, Confectionery, PowerPoint, Sanitation, Event Planning, Sales, Outlook, Microsoft Office, Teamwork, Team Building, Ingredients, Hospitality Management, Hospitality
Education
Kendall College 2007 — 2010
Bachelor's degree, Hospitality Administration/Management/Minor in Pastries
Joliet Junior College 2005 — 2007
Associate of Arts (AA), Baking and Pastry Arts/Baker/Pastry Chef
Jewels Osco Finer Foods July 2014 - Present
Dominick & Dominick LLC November 2011 - December 2013
Skills
Program Management, Human Resources, Business Development, Chocolate, Customer Service, Restaurants, Food & Beverage, Cake Decorating, Restaurant Management, Microsoft Word, Microsoft Excel, Recipes, Confectionery, PowerPoint, Sanitation, Event Planning, Sales, Outlook, Microsoft Office, Teamwork, Team Building, Ingredients, Hospitality Management, Hospitality
Education
Kendall College 2007 — 2010
Bachelor's degree, Hospitality Administration/Management/Minor in Pastries
Joliet Junior College 2005 — 2007
Associate of Arts (AA), Baking and Pastry Arts/Baker/Pastry Chef
Brian Bittner's Dominick & Dominick LLC Experience April 2014 - January 2015
Job Investments at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
Dominick & Dominick LLC April 2014 - January 2015
ANE Capital Management, LLC 2005 - April 2014
The Chase Firm March 2011 - May 2012
RBC Capital Markets February 2003 - June 2005
CIBC World Markets February 1997 - February 2003
Lehman Brothers May 1992 - May 1996
Skills
Equities, Equity Research, Private Equity, Venture Capital, Trading, Fixed Income, Hedge Funds, Restructuring, Alternative Investments, Business Development, Investment Banking, Investments, Finance, Capital Markets, Corporate Finance, Asset Management, Securities, Financial Modeling, Equity Trading, Series 7, Series 63, Start-ups, Entrepreneurship, Private Placements, IPO, Structured Finance, Bloomberg, Financial Markets, Due Diligence, Portfolio Management, Wealth Management, Banking, Mutual Funds
Education
University of Pennsylvania - The Wharton School
Finance
Janney Montgomery Scott LLC January 2015 - Present
Dominick & Dominick LLC April 2014 - January 2015
ANE Capital Management, LLC 2005 - April 2014
The Chase Firm March 2011 - May 2012
RBC Capital Markets February 2003 - June 2005
CIBC World Markets February 1997 - February 2003
Lehman Brothers May 1992 - May 1996
Skills
Equities, Equity Research, Private Equity, Venture Capital, Trading, Fixed Income, Hedge Funds, Restructuring, Alternative Investments, Business Development, Investment Banking, Investments, Finance, Capital Markets, Corporate Finance, Asset Management, Securities, Financial Modeling, Equity Trading, Series 7, Series 63, Start-ups, Entrepreneurship, Private Placements, IPO, Structured Finance, Bloomberg, Financial Markets, Due Diligence, Portfolio Management, Wealth Management, Banking, Mutual Funds
Education
University of Pennsylvania - The Wharton School
Finance
Elise Stern Elise Stern's Dominick & Dominick LLC Experience October 2011 - June 2013
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
JEFFREY MILLER JEFFREY MILLER's Dominick & Dominick LLC Experience January 2005 - November 2008
Job COO at Target Test Prep/Head of GMAT & GRE Instruction
Industry E-Learning
Experience
Target Test Prep December 2008 - Present
Target Test Prep December 2008 - Present
Dominick & Dominick LLC January 2005 - November 2008
Skills
GMAT, Teaching, Tutoring, Test Preparation, Higher Education, Online Tutoring, Curriculum Design, Student Development, Academic Tutoring, Career Counseling, Sales, GMAT Teaching, Data Analysis, SAT, Leadership, Student Affairs, Webinar Development, Entrepreneurship, GRE, Admissions Counseling, New Business Development, MBA Addmissions, Sales Management, Direct Sales, Program Management, Academic Advising, MBA, Online Research, Staff Development, Time Management, GMAT Webinars, Resume Writing, Program Development, Coaching, Webinars, Professional..., Strategy, Public Speaking, Relationship Management, Partner Development, Educational Consulting, Management, Analytics, Microsoft Office, Social Media, Financial Analysis, Research
Education
Washington and Lee University 2000 — 2004
University of Melbourne 2002 — 2003
Target Test Prep December 2008 - Present
Target Test Prep December 2008 - Present
Dominick & Dominick LLC January 2005 - November 2008
Skills
GMAT, Teaching, Tutoring, Test Preparation, Higher Education, Online Tutoring, Curriculum Design, Student Development, Academic Tutoring, Career Counseling, Sales, GMAT Teaching, Data Analysis, SAT, Leadership, Student Affairs, Webinar Development, Entrepreneurship, GRE, Admissions Counseling, New Business Development, MBA Addmissions, Sales Management, Direct Sales, Program Management, Academic Advising, MBA, Online Research, Staff Development, Time Management, GMAT Webinars, Resume Writing, Program Development, Coaching, Webinars, Professional..., Strategy, Public Speaking, Relationship Management, Partner Development, Educational Consulting, Management, Analytics, Microsoft Office, Social Media, Financial Analysis, Research
Education
Washington and Lee University 2000 — 2004
University of Melbourne 2002 — 2003
Erin Duffy Erin Duffy's Dominick & Dominick LLC Experience July 2013 - April 2014
Job Associate, Investment Banking at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey April 2014 - Present
Dominick & Dominick LLC July 2013 - April 2014
Dominick & Dominick LLC June 2010 - June 2013
Dominick & Dominick LLC October 2009 - July 2010
Fry's Electronics April 2006 - August 2007
Ballet San Jose September 2000 - August 2007
Skills
Investment Banking, Analysis, Valuation, Budgets, Bloomberg, Financial Modeling, Equities, Hedge Funds, Private Equity, Capital Markets, Investments, Fixed Income, Venture Capital, Corporate Finance, Financial Analysis, Series 7, Alternative Investments, Due Diligence, Securities, Asset Management
Education
Columbia University in the City of New York 2007 — 2010
Economics, Psychology
Saint Francis High School 1996 — 2000
Houlihan Lokey April 2014 - Present
Dominick & Dominick LLC July 2013 - April 2014
Dominick & Dominick LLC June 2010 - June 2013
Dominick & Dominick LLC October 2009 - July 2010
Fry's Electronics April 2006 - August 2007
Ballet San Jose September 2000 - August 2007
Skills
Investment Banking, Analysis, Valuation, Budgets, Bloomberg, Financial Modeling, Equities, Hedge Funds, Private Equity, Capital Markets, Investments, Fixed Income, Venture Capital, Corporate Finance, Financial Analysis, Series 7, Alternative Investments, Due Diligence, Securities, Asset Management
Education
Columbia University in the City of New York 2007 — 2010
Economics, Psychology
Saint Francis High School 1996 — 2000
Taggert Martin's Dominick & Dominick LLC Experience June 2012 - August 2012
Job Financial Analyst at MarketAxess
Industry Financial Services
Experience
MarketAxess July 2015 - Present
Macquarie Group November 2013 - July 2015
Dominick & Dominick LLC June 2012 - August 2012
Saugatuck Capital Company December 2011 - February 2012
Skills
Investments, Investment Banking, Microsoft Excel, Microsoft Office, PowerPoint, Research, Financial Modeling, Analysis, Valuation, Financial Analysis
Education
Colby College 2009 — 2013
Bachelor of Arts (B.A.), History
London School of Economics and Political Science 2011 — 2011
Public Finance
MarketAxess July 2015 - Present
Macquarie Group November 2013 - July 2015
Dominick & Dominick LLC June 2012 - August 2012
Saugatuck Capital Company December 2011 - February 2012
Skills
Investments, Investment Banking, Microsoft Excel, Microsoft Office, PowerPoint, Research, Financial Modeling, Analysis, Valuation, Financial Analysis
Education
Colby College 2009 — 2013
Bachelor of Arts (B.A.), History
London School of Economics and Political Science 2011 — 2011
Public Finance
Christopher Gennarelli Christopher Gennarelli's Dominick & Dominick LLC Experience January 2006 - December 2006
Job Analytics AVP at Barclays
Industry Investment Banking
Experience
Barclays July 2013 - Present
Veego LLC November 2012 - Present
MVC Consulting LLC September 2007 - June 2012
West End Financial Advisors January 2007 - August 2007
Dominick & Dominick LLC January 2006 - December 2006
Trautman Wasserman January 2003 - December 2005
Education
Villanova University 1998 — 2002
Bachelor of Science in Business Administration, Finance
Rutgers University 2012 — 2012
Mini-MBA, Entrepreneurship
Barclays July 2013 - Present
Veego LLC November 2012 - Present
MVC Consulting LLC September 2007 - June 2012
West End Financial Advisors January 2007 - August 2007
Dominick & Dominick LLC January 2006 - December 2006
Trautman Wasserman January 2003 - December 2005
Education
Villanova University 1998 — 2002
Bachelor of Science in Business Administration, Finance
Rutgers University 2012 — 2012
Mini-MBA, Entrepreneurship
Brad Allworth's Dominick & Dominick LLC Experience May 2010 - August 2010
Job Associate Leveraged Finance at Citigroup
Industry Financial Services
Experience
Citigroup July 2015 - Present
RBS Citizens July 2014 - Present
Citigroup June 2011 - June 2014
Dominick & Dominick LLC May 2010 - August 2010
Merrill Lynch January 2009 - July 2009
InEnTec, LLC. June 2008 - August 2008
Skills
Microsoft Excel, Due Diligence, Valuation, Investment Banking, Competitive Analysis, Finance, Bloomberg, Leveraged Finance, Private Equity, Financial Analysis
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science in Business Administration, Concentration in Finance, Minor in History
Citigroup July 2015 - Present
RBS Citizens July 2014 - Present
Citigroup June 2011 - June 2014
Dominick & Dominick LLC May 2010 - August 2010
Merrill Lynch January 2009 - July 2009
InEnTec, LLC. June 2008 - August 2008
Skills
Microsoft Excel, Due Diligence, Valuation, Investment Banking, Competitive Analysis, Finance, Bloomberg, Leveraged Finance, Private Equity, Financial Analysis
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science in Business Administration, Concentration in Finance, Minor in History
Daniel DiMartino Daniel DiMartino's Dominick & Dominick LLC Experience March 2011 - November 2012
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Dominick & Dominick LLC March 2011 - November 2012
Ultra Media Solutions October 2010 - March 2011
Junket Productions Inc January 2009 - March 2011
Pearson North America July 2010 - October 2010
Scholastic Inc December 2009 - March 2010
Skills
Excel, PowerPoint, Word, Photoshop, Final Cut Pro, Premiere, Social Media, Microsoft Office
Education
Quinnipiac University 2004 — 2008
BA, Media Production
Merrill Lynch November 2012 - Present
Dominick & Dominick LLC March 2011 - November 2012
Ultra Media Solutions October 2010 - March 2011
Junket Productions Inc January 2009 - March 2011
Pearson North America July 2010 - October 2010
Scholastic Inc December 2009 - March 2010
Skills
Excel, PowerPoint, Word, Photoshop, Final Cut Pro, Premiere, Social Media, Microsoft Office
Education
Quinnipiac University 2004 — 2008
BA, Media Production
Julian Krukowski's Dominick & Dominick LLC Experience November 2013 - January 2015
Job Associate Director, Compliance at The SDDCO Group
Industry Financial Services
Experience
The SDDCO Group February 2015 - Present
Dominick & Dominick LLC November 2013 - January 2015
The Benchmark Company August 2010 - April 2013
Pali Capital July 2003 - February 2010
Pelion Securities Corporation September 2006 - December 2008
Skills
Securities, Series 7, Hedge Funds, Capital Markets, Series 63, Equities, Equity Trading, Bloomberg, Trading, Options, Dodd-Frank, Investments, Series 24, Financial Markets, Electronic Trading, Series 4, Derivatives, Fixed Income, FINRA, Equity Research, Investment Banking, Financial Services
Education
Rider University
B.S. Business Administration, Finance
The SDDCO Group February 2015 - Present
Dominick & Dominick LLC November 2013 - January 2015
The Benchmark Company August 2010 - April 2013
Pali Capital July 2003 - February 2010
Pelion Securities Corporation September 2006 - December 2008
Skills
Securities, Series 7, Hedge Funds, Capital Markets, Series 63, Equities, Equity Trading, Bloomberg, Trading, Options, Dodd-Frank, Investments, Series 24, Financial Markets, Electronic Trading, Series 4, Derivatives, Fixed Income, FINRA, Equity Research, Investment Banking, Financial Services
Education
Rider University
B.S. Business Administration, Finance
Lauren Anttonen Lauren Anttonen's Dominick & Dominick LLC Experience May 2007 - Present
Job Sales Associate at Dominick & Dominick LLC
Industry Financial Services
Experience
Dominick & Dominick LLC May 2007 - Present
Skills
Series 7, series 66, Uniform Combined State..., Asset Management, Capital Markets, Trading, Portfolio Management, Finance, Business Development, Financial Analysis, Management, Fixed Income, Social Media, Equities, Hedge Funds, Investments, Securities
Education
Lehigh University 2003 — 2007
Bachelor of Science (B.S.), Finance
Dominick & Dominick LLC May 2007 - Present
Skills
Series 7, series 66, Uniform Combined State..., Asset Management, Capital Markets, Trading, Portfolio Management, Finance, Business Development, Financial Analysis, Management, Fixed Income, Social Media, Equities, Hedge Funds, Investments, Securities
Education
Lehigh University 2003 — 2007
Bachelor of Science (B.S.), Finance
Daniel Knipe Daniel Knipe's Dominick & Dominick LLC Experience March 2005 - February 2007
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2015 - Present
The Princeton Real Estate Group July 2002 - Present
Barclays February 2007 - January 2015
Dominick & Dominick LLC March 2005 - February 2007
Sovereign Bank February 2004 - February 2005
Education
Northern Arizona University 1997 — 2001
Bachelor of Science, Hotel and Restaurant Management
Morgan Stanley Wealth Management January 2015 - Present
The Princeton Real Estate Group July 2002 - Present
Barclays February 2007 - January 2015
Dominick & Dominick LLC March 2005 - February 2007
Sovereign Bank February 2004 - February 2005
Education
Northern Arizona University 1997 — 2001
Bachelor of Science, Hotel and Restaurant Management
Herb Hoffman's Dominick & Dominick LLC Experience 1997 - January 1999
Job First Vice President Wealth Management Wealth Advisor UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. September 2004 - Present
Morgan Stanley November 2001 - September 2004
C.E. Unterberg, Towbin January 1999 - November 2001
Dominick & Dominick LLC 1997 - January 1999
Kalb Voorhis and Co. 1975 - 1997
Education
American University 1974 — 1978
BS/BA, Business Administration
Horace Mann School
UBS Financial Services Inc. September 2004 - Present
Morgan Stanley November 2001 - September 2004
C.E. Unterberg, Towbin January 1999 - November 2001
Dominick & Dominick LLC 1997 - January 1999
Kalb Voorhis and Co. 1975 - 1997
Education
American University 1974 — 1978
BS/BA, Business Administration
Horace Mann School
Gregory Glatt's Dominick & Dominick LLC Experience August 2009 - April 2014
Job Senior Vice President at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets September 2015 - Present
Wunderlich Securities April 2014 - July 2015
Dominick & Dominick LLC August 2009 - April 2014
ThinkEquity/Panmure Gordon April 2006 - August 2009
Legg Mason 1997 - 2004
Smith Barney 1995 - 1997
Skills
Equities, Venture Capital, Management, Hedge Funds, Options, Derivatives, Series 7, Equity Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Investments, Due Diligence, Fixed Income, Wealth Management, Investment Strategies, Series 24, Equity
Education
Skidmore College 1995 — 1996
MALS, Government
Albright College 1989 — 1993
Bachelor of Arts (B.A.)
BB&T Capital Markets September 2015 - Present
Wunderlich Securities April 2014 - July 2015
Dominick & Dominick LLC August 2009 - April 2014
ThinkEquity/Panmure Gordon April 2006 - August 2009
Legg Mason 1997 - 2004
Smith Barney 1995 - 1997
Skills
Equities, Venture Capital, Management, Hedge Funds, Options, Derivatives, Series 7, Equity Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Investments, Due Diligence, Fixed Income, Wealth Management, Investment Strategies, Series 24, Equity
Education
Skidmore College 1995 — 1996
MALS, Government
Albright College 1989 — 1993
Bachelor of Arts (B.A.)
Julia Nosov's Dominick & Dominick LLC Experience June 2006 - April 2008
Job Vice President at HedgeMark International LLC
Industry Financial Services
Experience
HedgeMark International LLC February 2012 - Present
Level The Field, Inc. October 2008 - Present
Cantor Fitzgerald July 2011 - February 2012
MSCI Inc - Measurisk August 2010 - July 2011
JP Morgan - Measurisk April 2008 - August 2010
Dominick & Dominick LLC June 2006 - April 2008
Education
Bates College
BA, Economics and Philosophy
Beaver Country Day School
HedgeMark International LLC February 2012 - Present
Level The Field, Inc. October 2008 - Present
Cantor Fitzgerald July 2011 - February 2012
MSCI Inc - Measurisk August 2010 - July 2011
JP Morgan - Measurisk April 2008 - August 2010
Dominick & Dominick LLC June 2006 - April 2008
Education
Bates College
BA, Economics and Philosophy
Beaver Country Day School
Gareth Evans's Dominick & Dominick LLC Experience February 2004 - January 2012
Job Head of Business Development at Rose Capital Advisors
Industry Financial Services
Experience
Rose Capital Advisors October 2014 - Present
Muerren Capital February 2012 - Present
Dominick & Dominick LLC February 2004 - January 2012
Skills
Investments, Venture Capital, Due Diligence, Business Strategy, Research, Asset Management, Customer Relations, Corporate Finance, Strategy, Real Estate, Alternative Investments, Private Equity, Customer Service, Private Placements, Entrepreneurship, Capital, Portfolio Management, Securities, Capital Raising, Asset Allocation, Renewable Energy, Start-ups, Wealth Management, Series 7, Series 63
Education
King's College London, U. of London 1988 — 1991
LLB, Bachelor of law
King's College London, U. of London 1988 — 1991
llb, Bachelor of law
King's School Canterbury 1983 — 1988
High School
Rose Capital Advisors October 2014 - Present
Muerren Capital February 2012 - Present
Dominick & Dominick LLC February 2004 - January 2012
Skills
Investments, Venture Capital, Due Diligence, Business Strategy, Research, Asset Management, Customer Relations, Corporate Finance, Strategy, Real Estate, Alternative Investments, Private Equity, Customer Service, Private Placements, Entrepreneurship, Capital, Portfolio Management, Securities, Capital Raising, Asset Allocation, Renewable Energy, Start-ups, Wealth Management, Series 7, Series 63
Education
King's College London, U. of London 1988 — 1991
LLB, Bachelor of law
King's College London, U. of London 1988 — 1991
llb, Bachelor of law
King's School Canterbury 1983 — 1988
High School
Gregory Oberholtzer's Dominick & Dominick LLC Experience 1988 - 1991
Job Partner at Ranieri Partners
Industry Venture Capital & Private Equity
Experience
Ranieri Partners 2007 - Present
WP Global Partners May 2005 - Present
WestLB Asset Management April 2000 - May 2005
Forstmann Leff International 1997 - 2000
The Chase Manhattan Bank 1991 - 1993
Dominick & Dominick LLC 1988 - 1991
E F Hutton March 1985 - October 1986
Skills
Private Equity, Alternative Investments, Venture Capital, Hedge Funds, Investments, Asset Managment, Fund Of Funds, Due Diligence, Equities, Mezzanine, Private Placements, Investment Banking, Valuation, Mergers, Portfolio Management, Emerging Markets, Capital Markets, Investor Relations, Buyouts, Financial Modeling
Education
The George Washington University 1980 — 1983
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ranieri Partners 2007 - Present
WP Global Partners May 2005 - Present
WestLB Asset Management April 2000 - May 2005
Forstmann Leff International 1997 - 2000
The Chase Manhattan Bank 1991 - 1993
Dominick & Dominick LLC 1988 - 1991
E F Hutton March 1985 - October 1986
Skills
Private Equity, Alternative Investments, Venture Capital, Hedge Funds, Investments, Asset Managment, Fund Of Funds, Due Diligence, Equities, Mezzanine, Private Placements, Investment Banking, Valuation, Mergers, Portfolio Management, Emerging Markets, Capital Markets, Investor Relations, Buyouts, Financial Modeling
Education
The George Washington University 1980 — 1983
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Dan Babitz's Dominick & Dominick LLC Experience September 1998 - March 2000
Job Director of Valuations
Industry Financial Services
Experience
EFCG April 2000 - Present
Dominick & Dominick LLC September 1998 - March 2000
Education
Cornell University 1994 — 1998
EFCG April 2000 - Present
Dominick & Dominick LLC September 1998 - March 2000
Education
Cornell University 1994 — 1998
Robert Spiess's Dominick & Dominick LLC Experience 2008 - Present
Job Managing Director
Industry Financial Services
Experience
Dominick & Dominick LLC 2008 - Present
UBS International November 1998 - February 2008
Education
Syracuse University 1973 — 1977
Dominick & Dominick LLC 2008 - Present
UBS International November 1998 - February 2008
Education
Syracuse University 1973 — 1977
Francis J Harrigan Jr's Dominick & Dominick LLC Experience 1986 - 1989
Job President, Harrigan Insurance
Industry Insurance
Experience
Pass the Pick Productions, LLC 2014 - Present
Harrigan Insurance January 1992 - Present
Lawyers Title Insurance Corporation 1989 - 1992
Dominick & Dominick LLC 1986 - 1989
Prudential Bache Securities 1983 - 1986
Crane Co. 1980 - 1983
University of Notre Dame 1977 - 1980
Skills
Home, Insurance, Estate Planning, Umbrella Insurance, Real Estate Transactions, Investments, Property & Casualty..., Professional Liability, Claims Management, Brokers, Legal Liability, Management, Strategic Financial..., Workers Compensation, Equities, Due Diligence, Finance, Brokerage, Underwriting, Mergers & Acquisitions, Reinsurance, Banking, Portfolio Management
Education
Fordham University School of Law 1983 — 1986
J.D.
University of Notre Dame 1976 — 1980
BBA, Accounting
Pass the Pick Productions, LLC 2014 - Present
Harrigan Insurance January 1992 - Present
Lawyers Title Insurance Corporation 1989 - 1992
Dominick & Dominick LLC 1986 - 1989
Prudential Bache Securities 1983 - 1986
Crane Co. 1980 - 1983
University of Notre Dame 1977 - 1980
Skills
Home, Insurance, Estate Planning, Umbrella Insurance, Real Estate Transactions, Investments, Property & Casualty..., Professional Liability, Claims Management, Brokers, Legal Liability, Management, Strategic Financial..., Workers Compensation, Equities, Due Diligence, Finance, Brokerage, Underwriting, Mergers & Acquisitions, Reinsurance, Banking, Portfolio Management
Education
Fordham University School of Law 1983 — 1986
J.D.
University of Notre Dame 1976 — 1980
BBA, Accounting
Ethan London's Dominick & Dominick LLC Experience June 2008 - August 2008
Job Senior Media Planner at Razorfish
Industry Internet
Experience
Razorfish July 2015 - Present
Razorfish April 2013 - June 2015
Razorfish August 2011 - March 2013
Chartis Insurance October 2009 - May 2011
Dominick & Dominick LLC June 2008 - August 2008
Vimeo June 2007 - August 2007
Skills
Analytics
Education
University of Pennsylvania 2005 — 2009
BA, Economics
Razorfish July 2015 - Present
Razorfish April 2013 - June 2015
Razorfish August 2011 - March 2013
Chartis Insurance October 2009 - May 2011
Dominick & Dominick LLC June 2008 - August 2008
Vimeo June 2007 - August 2007
Skills
Analytics
Education
University of Pennsylvania 2005 — 2009
BA, Economics
Bruce Slater's Dominick & Dominick LLC Experience January 2012 - January 2015
Job Senior Managing DirectorHead of Wealth Management at Gilford Securities
Industry Financial Services
Experience
Gilford Securities February 2015 - Present
Dominick & Dominick LLC January 2012 - January 2015
RBS Citizens 2008 - 2010
Bear Stearns 2004 - 2008
Credit Suisse-Donaldson Lufkin Jenrette 1990 - 2004
Skills
Capital Markets, Equities, Wealth Management, Securities, Series 7, Finance, Fixed Income, Portfolio Management, Investments, Management, Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Asset Management
Education
Cornell University - Johnson Graduate School of Management
MBA
Brandeis University
BA
Gilford Securities February 2015 - Present
Dominick & Dominick LLC January 2012 - January 2015
RBS Citizens 2008 - 2010
Bear Stearns 2004 - 2008
Credit Suisse-Donaldson Lufkin Jenrette 1990 - 2004
Skills
Capital Markets, Equities, Wealth Management, Securities, Series 7, Finance, Fixed Income, Portfolio Management, Investments, Management, Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Asset Management
Education
Cornell University - Johnson Graduate School of Management
MBA
Brandeis University
BA
Gene Mulvaney's Dominick & Dominick LLC Experience January 2006 - January 2015
Job Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities January 2015 - Present
Dominick & Dominick LLC January 2006 - January 2015
Credit-Suisse December 2000 - February 2005
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Providence College 1984 — 1988
BA, Economics
Wunderlich Securities January 2015 - Present
Dominick & Dominick LLC January 2006 - January 2015
Credit-Suisse December 2000 - February 2005
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Providence College 1984 — 1988
BA, Economics
Foy Cooley's Dominick & Dominick LLC Experience 1968 - 1970
Job CEO at Access Management Co.
Industry Real Estate
Experience
Access Management Co. CEOAccess Management Co.1975 - Present
Dominick & Dominick LLC 1968 - 1970
Skills
Property Management, Contract Negotiation, Strategic Planning
Education
Sweet Briar College 1961 — 1965
Access Management Co. CEOAccess Management Co.1975 - Present
Dominick & Dominick LLC 1968 - 1970
Skills
Property Management, Contract Negotiation, Strategic Planning
Education
Sweet Briar College 1961 — 1965
Roberto Lizama's Dominick & Dominick LLC Experience June 2003 - Present
Job Senior Vice President at Dominick & Dominick LLC
Industry Investment Management
Experience
Dominick & Dominick LLC June 2003 - Present
Morgan Stanley March 1997 - June 2003
Skills
Alternative Investments, Series 7, Wealth Management, Asset Allocation, Securities, Hedge Funds, Investments, Fixed Income, Asset Managment, Retirement Planning, Portfolio Management, Series 63, Strategic Financial..., Private Equity, Mutual Funds, Trading, Wealth Management..., 401k
Education
University of Miami 2006 — 2008
CFP, Certified Financial Planning
University of Florida 1991 — 1995
Business Administration
CSI
Dominick & Dominick LLC June 2003 - Present
Morgan Stanley March 1997 - June 2003
Skills
Alternative Investments, Series 7, Wealth Management, Asset Allocation, Securities, Hedge Funds, Investments, Fixed Income, Asset Managment, Retirement Planning, Portfolio Management, Series 63, Strategic Financial..., Private Equity, Mutual Funds, Trading, Wealth Management..., 401k
Education
University of Miami 2006 — 2008
CFP, Certified Financial Planning
University of Florida 1991 — 1995
Business Administration
CSI
Chris Andersen's Dominick & Dominick LLC Experience 1970 - 1975
Job G.C. Andersen Partners
Industry Investment Banking
Experience
GC Andersen Partners LLC Lead DirectorTerex1995 - Present
PaineWebber 1990 - 1995
Drexel Burnham Lambert 1975 - 1990
Dominick & Dominick LLC 1970 - 1975
Prescott Ball & Turben 1965 - 1970
Education
Northwestern University - Kellogg School of Management
MBA
University of Colorado Boulder
BS
GC Andersen Partners LLC Lead DirectorTerex1995 - Present
PaineWebber 1990 - 1995
Drexel Burnham Lambert 1975 - 1990
Dominick & Dominick LLC 1970 - 1975
Prescott Ball & Turben 1965 - 1970
Education
Northwestern University - Kellogg School of Management
MBA
University of Colorado Boulder
BS
Miles Arvidson's Dominick & Dominick LLC Experience 2009 - January 2014
Job Managing Director: Merger Arbitrage
Industry Financial Services
Experience
Aegis Capital January 2014 - Present
Dominick & Dominick LLC 2009 - January 2014
Education
Manhattan College
BS, Accounting
Aegis Capital January 2014 - Present
Dominick & Dominick LLC 2009 - January 2014
Education
Manhattan College
BS, Accounting
Young-Ai Choi's Dominick & Dominick LLC Experience Senior Vice PresidentMorgan Stanley1999 - 2007
Job Managing Director at Dominick & Dominick LLC
Industry Financial Services
Experience
Dominick & Dominick LLC Senior Vice PresidentMorgan Stanley1999 - 2007
Education
Boston University Questrom School of Business
M.B.A., Finance
Dominick & Dominick LLC Senior Vice PresidentMorgan Stanley1999 - 2007
Education
Boston University Questrom School of Business
M.B.A., Finance
Jack Kaplan's Dominick & Dominick LLC Experience 2001 - 2004
Job Managing Director at Carret Asset Management
Industry Investment Management
Experience
Carret Asset Management 2006 - Present
Trilogy Advisors 2004 - 2006
Dominick & Dominick LLC 2001 - 2004
Clay Finlay 1991 - 2001
Skills
Asset Managment, Equities, Hedge Funds, Alternative Investments, Investments, Equity Research, Fixed Income, Bloomberg, Financial Modeling, Valuation, Securities, ETFs, Investment Strategies, Derivatives, Capital Markets
Education
Wharton School, University of Pennsylvania 1987 — 1991
Bachelor of Science (BS), Economics
Chartered Financial Analyst
Carret Asset Management 2006 - Present
Trilogy Advisors 2004 - 2006
Dominick & Dominick LLC 2001 - 2004
Clay Finlay 1991 - 2001
Skills
Asset Managment, Equities, Hedge Funds, Alternative Investments, Investments, Equity Research, Fixed Income, Bloomberg, Financial Modeling, Valuation, Securities, ETFs, Investment Strategies, Derivatives, Capital Markets
Education
Wharton School, University of Pennsylvania 1987 — 1991
Bachelor of Science (BS), Economics
Chartered Financial Analyst
Jeff Overman's Dominick & Dominick LLC Experience 2004 - 2006
Job
Industry Financial Services
Experience
Overman Capital LLC December 2012 - Present
Deutsche Bank Alex. Brown April 2010 - December 2012
Morgan Stanley March 2007 - April 2010
Dominick & Dominick LLC 2004 - 2006
Skills
Series 7, Equities, Alternative Investments, Series 3, Health and Life Inurance, Series 66
Education
St. Lawrence University 1997 — 2001
Bachelor, History
The Taft School 1995 — 1997
Overman Capital LLC December 2012 - Present
Deutsche Bank Alex. Brown April 2010 - December 2012
Morgan Stanley March 2007 - April 2010
Dominick & Dominick LLC 2004 - 2006
Skills
Series 7, Equities, Alternative Investments, Series 3, Health and Life Inurance, Series 66
Education
St. Lawrence University 1997 — 2001
Bachelor, History
The Taft School 1995 — 1997
Christine (Mackall) Mergner's Dominick & Dominick LLC Experience 1983 - 1992
Job Owner, Financial Foundations LLC
Industry Financial Services
Experience
Financial Foundations, LLC June 2014 - Present
Strategic Insurance Solutions Inc. March 2010 - February 2014
Superior Performers January 2009 - February 2010
JGM Wealth Management 1992 - 2005
Dominick & Dominick LLC 1983 - 1992
Laidlaw, Adams and Peck Investment Firm 1980 - 1983
Skills
Retirement Planning, Business Needs Analysis, Employee Benefits, Executive Compensation..., Capital Accumulation, IRAs, Estate Planning..., Financial Strategies, Fixed and Indexed..., Insurance Strategies, Key-Person Insurance, Personal Life Insurance, Charitable Giving..., Personal Needs Analysis, Pension Plans
Education
University of Maryland College Park 1981 — 1983
B.A., Finance
Frostburg State University 1979 — 1980
Business Administration and Management, General
Financial Foundations, LLC June 2014 - Present
Strategic Insurance Solutions Inc. March 2010 - February 2014
Superior Performers January 2009 - February 2010
JGM Wealth Management 1992 - 2005
Dominick & Dominick LLC 1983 - 1992
Laidlaw, Adams and Peck Investment Firm 1980 - 1983
Skills
Retirement Planning, Business Needs Analysis, Employee Benefits, Executive Compensation..., Capital Accumulation, IRAs, Estate Planning..., Financial Strategies, Fixed and Indexed..., Insurance Strategies, Key-Person Insurance, Personal Life Insurance, Charitable Giving..., Personal Needs Analysis, Pension Plans
Education
University of Maryland College Park 1981 — 1983
B.A., Finance
Frostburg State University 1979 — 1980
Business Administration and Management, General
Lynn Sperandeo's Dominick & Dominick LLC Experience September 2006 - Present
Job Financial Advisor and Managing Director at Dominick & Dominick LLC
Industry Financial Services
Experience
Dominick & Dominick LLC September 2006 - Present
Smith Barney Brokerage Firm September 2004 - August 2006
Credit Suisse 2000 - September 2004
Donaldson, Lufkin & Jenrette November 1979 - 2000
Skills
Hedge Funds, 401K rollovers, Operations Management, Financial Services, estate planning, College Education..., Wealth Management, Investment Advisory
Education
LIU Brooklyn 1967 — 1971
Bachelor of Science (B.S.), Elem. Ed & Psychology
Dominick & Dominick LLC September 2006 - Present
Smith Barney Brokerage Firm September 2004 - August 2006
Credit Suisse 2000 - September 2004
Donaldson, Lufkin & Jenrette November 1979 - 2000
Skills
Hedge Funds, 401K rollovers, Operations Management, Financial Services, estate planning, College Education..., Wealth Management, Investment Advisory
Education
LIU Brooklyn 1967 — 1971
Bachelor of Science (B.S.), Elem. Ed & Psychology
Steve Casella's Dominick & Dominick LLC Experience 2004 - 2006
Job SVP at US Trust
Industry Financial Services
Experience
US Trust October 2006 - Present
Dominick & Dominick LLC 2004 - 2006
Donaldson, Lufkin & Jenrette 1996 - 2001
J.P. Morgan 1986 - 1996
Skills
Alternative Investments, Series 7, Asset Allocation, Hedge Funds, Equities, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
MBA, International Finance
St John's University 1981 — 1985
B.S., Finance
US Trust October 2006 - Present
Dominick & Dominick LLC 2004 - 2006
Donaldson, Lufkin & Jenrette 1996 - 2001
J.P. Morgan 1986 - 1996
Skills
Alternative Investments, Series 7, Asset Allocation, Hedge Funds, Equities, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
MBA, International Finance
St John's University 1981 — 1985
B.S., Finance
John Jacobson, CFA's Dominick & Dominick LLC Experience June 1993 - February 1996
Job Senior Budget Analyst at City of Yonkers
Industry Capital Markets
Experience
City of Yonkers December 2013 - Present
Glamourmom LLC January 2010 - December 2013
Laurus Capital Management November 2008 - August 2009
SCM Investments June 2005 - August 2007
Schonfeld Securities July 2000 - April 2005
Knight Capital Group April 1996 - July 2000
Dominick & Dominick LLC June 1993 - February 1996
Skills
Equities, Bloomberg, Trading, Hedge Funds, Equity Trading, Risk Management, Securities, Financial Modeling, Portfolio Management, FX Options, Proprietary Trading, Private Equity, ETFs, Commodity, Trading Strategies, Alternative Investments, Technical Analysis, Asset Management, Investments, FX trading, Mergers & Acquisitions, Valuation, Finance, Currency, Strategic Financial..., Bonds, Series 7, Trading Systems, Derivatives, Equity Research, Series 63, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2009
Business Administration and Management, General
Pace University 1988 — 1992
BBA, Finance, 3.48
City of Yonkers December 2013 - Present
Glamourmom LLC January 2010 - December 2013
Laurus Capital Management November 2008 - August 2009
SCM Investments June 2005 - August 2007
Schonfeld Securities July 2000 - April 2005
Knight Capital Group April 1996 - July 2000
Dominick & Dominick LLC June 1993 - February 1996
Skills
Equities, Bloomberg, Trading, Hedge Funds, Equity Trading, Risk Management, Securities, Financial Modeling, Portfolio Management, FX Options, Proprietary Trading, Private Equity, ETFs, Commodity, Trading Strategies, Alternative Investments, Technical Analysis, Asset Management, Investments, FX trading, Mergers & Acquisitions, Valuation, Finance, Currency, Strategic Financial..., Bonds, Series 7, Trading Systems, Derivatives, Equity Research, Series 63, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2009
Business Administration and Management, General
Pace University 1988 — 1992
BBA, Finance, 3.48
Lydia Rezie's Dominick & Dominick LLC Experience February 2012 - June 2013
Job Supervisory Analyst at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald December 2011 - Present
Dominick & Dominick LLC February 2012 - June 2013
Longbow Research January 2008 - June 2011
Margolin & Associates November 2006 - December 2007
KeyBanc Capital Markets June 2004 - October 2006
KeyBanc Capital Markets June 2002 - May 2004
J.P. Morgan September 2000 - September 2001
Skills
Equities, Series 7, Equity Research, Capital Markets, Series 63, Series 24, Series 87, Bloomberg, Equity Valuation, Securities, FINRA, Investment Banking, Investments
Education
Case Western Reserve University
M.A, English Literature
Case Western Reserve University 1994 — 1999
B.A, English Literature
Cantor Fitzgerald December 2011 - Present
Dominick & Dominick LLC February 2012 - June 2013
Longbow Research January 2008 - June 2011
Margolin & Associates November 2006 - December 2007
KeyBanc Capital Markets June 2004 - October 2006
KeyBanc Capital Markets June 2002 - May 2004
J.P. Morgan September 2000 - September 2001
Skills
Equities, Series 7, Equity Research, Capital Markets, Series 63, Series 24, Series 87, Bloomberg, Equity Valuation, Securities, FINRA, Investment Banking, Investments
Education
Case Western Reserve University
M.A, English Literature
Case Western Reserve University 1994 — 1999
B.A, English Literature
Ellen Scambia's Dominick & Dominick LLC Experience February 2012 - January 2015
Job Client Concierge at Merriman Capital, Inc.
Industry Financial Services
Experience
Merriman Capital, Inc. February 2015 - Present
Dominick & Dominick LLC February 2012 - January 2015
Ticonderoga Securities LLC July 1991 - February 2012
Skills
Financial Analysis, Trading, Equities, Hedge Funds, Valuation, Securities, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Due Diligence, Investments, Investment Banking, Asset Management, Financial Modeling, Bloomberg
Education
Fordham University 1979 — 1983
Bachelor's Degree, Accounting and Finance
Merriman Capital, Inc. February 2015 - Present
Dominick & Dominick LLC February 2012 - January 2015
Ticonderoga Securities LLC July 1991 - February 2012
Skills
Financial Analysis, Trading, Equities, Hedge Funds, Valuation, Securities, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Due Diligence, Investments, Investment Banking, Asset Management, Financial Modeling, Bloomberg
Education
Fordham University 1979 — 1983
Bachelor's Degree, Accounting and Finance
Kari Askins's Dominick & Dominick LLC Experience October 2002 - October 2008
Job Compliance Officer at Silver Lane Advisors LLC
Industry Banking
Experience
Silver Lane Advisors LLC December 2010 - April 2013
Dominick & Dominick LLC October 2002 - October 2008
Credit Suisse January 1997 - October 2002
Skills
Series 7, Options, Series 24, Series 63
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Admistration of Justice
Silver Lane Advisors LLC December 2010 - April 2013
Dominick & Dominick LLC October 2002 - October 2008
Credit Suisse January 1997 - October 2002
Skills
Series 7, Options, Series 24, Series 63
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Admistration of Justice
Neil Meissner's Dominick & Dominick LLC Experience June 2011 - Present
Job Senior Vice President at Dominick & Dominick LLC
Industry Financial Services
Experience
Dominick & Dominick LLC June 2011 - Present
Morgan Stanley Smith Barney March 1989 - June 2011
Joseph E Seagram and Sons January 1985 - February 1988
Skills
Strategic Planning, Wealth Management..., Securities, Investments, Wealth Management, Portfolio Management, Investment Management, Sales, Due Diligence, Series 63, Retirement Planning, Series 7, Asset Allocation, Real Estate
Education
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Half Hollow Hills
Dominick & Dominick LLC June 2011 - Present
Morgan Stanley Smith Barney March 1989 - June 2011
Joseph E Seagram and Sons January 1985 - February 1988
Skills
Strategic Planning, Wealth Management..., Securities, Investments, Wealth Management, Portfolio Management, Investment Management, Sales, Due Diligence, Series 63, Retirement Planning, Series 7, Asset Allocation, Real Estate
Education
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Half Hollow Hills
Matthew Hornick's Dominick & Dominick LLC Experience May 2012 - July 2012
Job Operational Risk Consultant
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Dominick & Dominick LLC May 2012 - July 2012
GF Capital 2012 - 2012
FTI Consulting June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Facebook, Event Planning, Customer Service, Banking, Real Estate, Research, Risk Management, Social Media, Sports
Education
Muhlenberg College
Bachelor of Arts (B.A.), Economics and Business Administration
Wells Fargo Advisors September 2013 - Present
Dominick & Dominick LLC May 2012 - July 2012
GF Capital 2012 - 2012
FTI Consulting June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Facebook, Event Planning, Customer Service, Banking, Real Estate, Research, Risk Management, Social Media, Sports
Education
Muhlenberg College
Bachelor of Arts (B.A.), Economics and Business Administration
David Cervantes's Dominick & Dominick LLC Experience June 2013 - February 2014
Job Sr. VP at Dominick & Dominick LLC
Industry Financial Services
Experience
Dominick & Dominick LLC June 2013 - February 2014
Morgan Stanley March 2008 - December 2012
UBS August 2006 - March 2008
Bank of America May 2004 - August 2004
UBS March 2001 - March 2003
JPMorgan Chase July 1998 - December 2000
Wells Fargo August 1996 - May 1998
Skills
Fixed Income, Fixed Income Strategies, International Sales, Relative Value Trading, Credit, High Yield Bonds, Absolute Return, Emerging Markets, FX Spot, FX Swaps, FX Hedging, European Markets, Asset Allocation, Capital Markets, Risk Budgeting
Education
University of Wisconsin-Madison 2003 — 2005
Master of Business Administration (MBA), Investments and Securities
National University of Singapore 2005 — 2005
Master of Business Administration (MBA), International Finance
University of California, Santa Barbara 1991 — 1996
Bachelor of Arts (BA), Economics
The American University of Paris 1994 — 1994
European Studies/Civilization
Dominick & Dominick LLC June 2013 - February 2014
Morgan Stanley March 2008 - December 2012
UBS August 2006 - March 2008
Bank of America May 2004 - August 2004
UBS March 2001 - March 2003
JPMorgan Chase July 1998 - December 2000
Wells Fargo August 1996 - May 1998
Skills
Fixed Income, Fixed Income Strategies, International Sales, Relative Value Trading, Credit, High Yield Bonds, Absolute Return, Emerging Markets, FX Spot, FX Swaps, FX Hedging, European Markets, Asset Allocation, Capital Markets, Risk Budgeting
Education
University of Wisconsin-Madison 2003 — 2005
Master of Business Administration (MBA), Investments and Securities
National University of Singapore 2005 — 2005
Master of Business Administration (MBA), International Finance
University of California, Santa Barbara 1991 — 1996
Bachelor of Arts (BA), Economics
The American University of Paris 1994 — 1994
European Studies/Civilization
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.