Esposito Securities, LLC
Industry: Company
DescriptionFounded: 2006 Parent organization: Esposito Global, LLC
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Esposito Securities, LLC Employees
Employee
Years
Job
Industry
Charles Velie Charles Velie's Esposito Securities, LLC Experience March 2013 - April 2014
Job Incoming Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Boeing May 2014 - August 2014
Esposito Securities, LLC March 2013 - April 2014
Conservis June 2012 - December 2012
Skills
Financial Modeling, Financial Analysis, Project Management, Bloomberg, Microsoft Excel, Analysis, Data Analysis, Portfolio Management, Strategic Financial..., PowerPoint, Financial Planning
Education
Southern Methodist University 2011 — 2015
BBA Finance, Portfolio Management Practicum
The Blake School 1997 — 2011
J.P. Morgan May 2015 - Present
Boeing May 2014 - August 2014
Esposito Securities, LLC March 2013 - April 2014
Conservis June 2012 - December 2012
Skills
Financial Modeling, Financial Analysis, Project Management, Bloomberg, Microsoft Excel, Analysis, Data Analysis, Portfolio Management, Strategic Financial..., PowerPoint, Financial Planning
Education
Southern Methodist University 2011 — 2015
BBA Finance, Portfolio Management Practicum
The Blake School 1997 — 2011
Patricia Yue, CFA Patricia Yue, CFA's Esposito Securities, LLC Experience May 2012 - Present
Job Operations Associate at Esposito Securities, LLC
Industry Investment Management
Experience
Esposito Securities, LLC May 2012 - Present
Genesis Securities March 2009 - July 2010
State Street October 2007 - December 2008
Smith Barney April 2007 - October 2007
National Securities February 2006 - February 2007
Scottrade July 2003 - December 2005
Skills
Relationship Management, Equities, Strategic Financial..., Fixed Income, Series 7, Securities, Bloomberg, Hedge Funds, Series 24, Series 55, Series 3, Series 63, Series 65, Portfolio Management, Trading, Alternative Investments, FINRA, Mutual Funds, Financial Planning, Investments
Education
Boston University Questrom School of Business 2007 — 2008
Master of Science, Investment Management
Esposito Securities, LLC May 2012 - Present
Genesis Securities March 2009 - July 2010
State Street October 2007 - December 2008
Smith Barney April 2007 - October 2007
National Securities February 2006 - February 2007
Scottrade July 2003 - December 2005
Skills
Relationship Management, Equities, Strategic Financial..., Fixed Income, Series 7, Securities, Bloomberg, Hedge Funds, Series 24, Series 55, Series 3, Series 63, Series 65, Portfolio Management, Trading, Alternative Investments, FINRA, Mutual Funds, Financial Planning, Investments
Education
Boston University Questrom School of Business 2007 — 2008
Master of Science, Investment Management
Christina Edland's Esposito Securities, LLC Experience July 2008 - March 2009
Job Financial Analyst at First Preston HT
Industry Investment Management
Experience
First Preston HT September 2012 - Present
Vision Research, LLC September 2012 - September 2012
NFJ Investment Group May 2009 - April 2012
Esposito Securities, LLC July 2008 - March 2009
Robertson, Griege & Thoele April 2007 - May 2008
Brazos Land Development August 2006 - February 2007
Smith Group Assest Management May 2006 - August 2006
Skills
Investments, Series 7, Trading, Portfolio Management, Alternative Investments, Equities, Wealth Management, Asset Managment, Financial Analysis, Strategic Financial..., Equity Research, Mutual Funds, Investment Management, Finance, Securities, Bloomberg, Asset Allocation, Analysis, Asset Management, Financial Planning
Education
Southern Methodist University 2002 — 2007
BSFA, Economics with Financial Applications
Newman Smith High School 1999 — 2002
General, Honors & Advanced Placement Courses
First Preston HT September 2012 - Present
Vision Research, LLC September 2012 - September 2012
NFJ Investment Group May 2009 - April 2012
Esposito Securities, LLC July 2008 - March 2009
Robertson, Griege & Thoele April 2007 - May 2008
Brazos Land Development August 2006 - February 2007
Smith Group Assest Management May 2006 - August 2006
Skills
Investments, Series 7, Trading, Portfolio Management, Alternative Investments, Equities, Wealth Management, Asset Managment, Financial Analysis, Strategic Financial..., Equity Research, Mutual Funds, Investment Management, Finance, Securities, Bloomberg, Asset Allocation, Analysis, Asset Management, Financial Planning
Education
Southern Methodist University 2002 — 2007
BSFA, Economics with Financial Applications
Newman Smith High School 1999 — 2002
General, Honors & Advanced Placement Courses
David Holiman's Esposito Securities, LLC Experience May 2015 - Present
Job IT Systems Administrator at Esposito Securities LLC
Industry Information Technology and Services
Experience
Esposito Securities, LLC May 2015 - Present
dlhnet.net Domain September 2001 - Present
The Fulcrum Group, Inc. November 2014 - May 2015
AbovePoint Technologies August 2014 - October 2014
AbovePoint Technologies June 2013 - October 2014
AbovePoint Technologies December 2012 - June 2013
First United Methodist Church Benton, Arkansas May 2011 - November 2012
Arkansas Copier Center August 2010 - May 2011
Alltel 2004 - 2009
Skills
Wireless Routers, Computer Repair, Server Administration, Network Administration, Windows Network..., Network Operations, System Administration, Customer Service, Vendor Management, Disaster Recovery, Cable Management, Windows 7, Microsoft Exchange, Networking, Troubleshooting, Hardware, Windows Server, Active Directory, Servers, Computer Network...
Education
Western Governors University 2011 — 2013
Bachelor of Business Administration (B.B.A.), IT Management
Pulaski Technical College 2002 — 2004
Associate of Science (A.S.), Computer and Information Sciences and Support Services
Esposito Securities, LLC May 2015 - Present
dlhnet.net Domain September 2001 - Present
The Fulcrum Group, Inc. November 2014 - May 2015
AbovePoint Technologies August 2014 - October 2014
AbovePoint Technologies June 2013 - October 2014
AbovePoint Technologies December 2012 - June 2013
First United Methodist Church Benton, Arkansas May 2011 - November 2012
Arkansas Copier Center August 2010 - May 2011
Alltel 2004 - 2009
Skills
Wireless Routers, Computer Repair, Server Administration, Network Administration, Windows Network..., Network Operations, System Administration, Customer Service, Vendor Management, Disaster Recovery, Cable Management, Windows 7, Microsoft Exchange, Networking, Troubleshooting, Hardware, Windows Server, Active Directory, Servers, Computer Network...
Education
Western Governors University 2011 — 2013
Bachelor of Business Administration (B.B.A.), IT Management
Pulaski Technical College 2002 — 2004
Associate of Science (A.S.), Computer and Information Sciences and Support Services
Brian Mosley Brian Mosley's Esposito Securities, LLC Experience October 2013 - June 2014
Job Investment Banking Associate at MHT MidSpan
Industry Financial Services
Experience
MHT MidSpan March 2015 - Present
US Army May 1999 - Present
Esposito Securities, LLC October 2013 - June 2014
Harris CapRock Communications November 2012 - October 2013
Charlie Company, 3RD Battalion, 3RD Special Forces Group September 2010 - July 2012
4th Battalion, 1st Special Warfare Training Group December 2007 - September 2009
1ST Battalion, 7th Special Forces Group March 2006 - November 2007
1st Battalion, 7th Special Forces Group November 2004 - March 2006
Skills
Army, Military, Military Leadership, Command, Spanish, Asset Managment, Analytics, Military Operations, Operational Planning, Direct Sales, Satellite Communications, Financial Analysis, Financial Modeling, Managing Large Scale..., Security Clearance, Source Operations, Irregular Warfare, Unconventional Warfare, Counterterrorism, Counterinsurgency, Team Leadership, Program Management, Strategic Planning, Asset Management, Leadership, Strategy, Project Planning, Afghanistan, Training, Defense
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
Naval War College 2009 — 2010
MA, National Security and Strategic Studies
Texas A&M University 1994 — 1999
BBA, Finance
Jesuit College Prepatory School, Dallas, Texas 1990 — 1994
MHT MidSpan March 2015 - Present
US Army May 1999 - Present
Esposito Securities, LLC October 2013 - June 2014
Harris CapRock Communications November 2012 - October 2013
Charlie Company, 3RD Battalion, 3RD Special Forces Group September 2010 - July 2012
4th Battalion, 1st Special Warfare Training Group December 2007 - September 2009
1ST Battalion, 7th Special Forces Group March 2006 - November 2007
1st Battalion, 7th Special Forces Group November 2004 - March 2006
Skills
Army, Military, Military Leadership, Command, Spanish, Asset Managment, Analytics, Military Operations, Operational Planning, Direct Sales, Satellite Communications, Financial Analysis, Financial Modeling, Managing Large Scale..., Security Clearance, Source Operations, Irregular Warfare, Unconventional Warfare, Counterterrorism, Counterinsurgency, Team Leadership, Program Management, Strategic Planning, Asset Management, Leadership, Strategy, Project Planning, Afghanistan, Training, Defense
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
Naval War College 2009 — 2010
MA, National Security and Strategic Studies
Texas A&M University 1994 — 1999
BBA, Finance
Jesuit College Prepatory School, Dallas, Texas 1990 — 1994
Jared Behnke Jared Behnke's Esposito Securities, LLC Experience March 2013 - February 2015
Job Managing Director at Transitus Capital
Industry Financial Services
Experience
Transitus Capital March 2015 - Present
Esposito Securities, LLC March 2013 - February 2015
UBS 2007 - 2011
AT&T 2004 - 2007
SBC Communications January 2000 - January 2004
diAx 1999 - 2000
Skills
Mergers, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Market Analysis, Marketing Strategy, Mergers & Acquisitions, Capital Markets, Portfolio Management, Corporate Development, Finance, Investments, Due Diligence, Equities, Business Strategy, Forecasting, Corporate Finance, Strategic Planning, Strategy, Business Development, Private Equity
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance
The University of Texas at Austin 1993 — 1998
BBA, Marketing
Cypress Creek High School
Transitus Capital March 2015 - Present
Esposito Securities, LLC March 2013 - February 2015
UBS 2007 - 2011
AT&T 2004 - 2007
SBC Communications January 2000 - January 2004
diAx 1999 - 2000
Skills
Mergers, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Market Analysis, Marketing Strategy, Mergers & Acquisitions, Capital Markets, Portfolio Management, Corporate Development, Finance, Investments, Due Diligence, Equities, Business Strategy, Forecasting, Corporate Finance, Strategic Planning, Strategy, Business Development, Private Equity
Education
Columbia University - Columbia Business School 2006 — 2007
MBA, Finance
The University of Texas at Austin 1993 — 1998
BBA, Marketing
Cypress Creek High School
Harold Clasen Harold Clasen's Esposito Securities, LLC Experience 2013 - 2015
Job Institutional Sales & Trading FixedIncome
Industry Capital Markets
Experience
Esposito Securities, LLC 2013 - 2015
Cantor Fitzgerald 2011 - 2012
First Southwest Company 2002 - 2011
(Martin R.) Cox Petroleum Co., LLC 2000 - 2001
Kidder Peabody, Inc./Paine Webber, Inc. 1989 - 1998
Bear Stearns & Co., Inc. 1982 - 1989
Merrill Lynch 1978 - 1981
Skills
Investments, Equities, Trading, Structured Finance, Funding, Series 7, Hedge Funds, Series 63, Derivatives, Banking, Credit Markets, Capital Markets, Capital Allowances, CMOs, Royalties Trust, Bonds, Loans, Alternative Investments, Sales, Valuation, Capital Advisory, Municipal Bonds, Wealth Management, Taxables, RMBS, High Yield Bonds, CDS, Due Diligence, Trading Systems, Options, Mutual Funds, Fixed Income, Corporates
Education
SUNY Oswego
BA
SUNY Stony Brook
Bachelor of Arts (B.A.), Chemistry
Esposito Securities, LLC 2013 - 2015
Cantor Fitzgerald 2011 - 2012
First Southwest Company 2002 - 2011
(Martin R.) Cox Petroleum Co., LLC 2000 - 2001
Kidder Peabody, Inc./Paine Webber, Inc. 1989 - 1998
Bear Stearns & Co., Inc. 1982 - 1989
Merrill Lynch 1978 - 1981
Skills
Investments, Equities, Trading, Structured Finance, Funding, Series 7, Hedge Funds, Series 63, Derivatives, Banking, Credit Markets, Capital Markets, Capital Allowances, CMOs, Royalties Trust, Bonds, Loans, Alternative Investments, Sales, Valuation, Capital Advisory, Municipal Bonds, Wealth Management, Taxables, RMBS, High Yield Bonds, CDS, Due Diligence, Trading Systems, Options, Mutual Funds, Fixed Income, Corporates
Education
SUNY Oswego
BA
SUNY Stony Brook
Bachelor of Arts (B.A.), Chemistry
William Reimer William Reimer's Esposito Securities, LLC Experience January 2015 - June 2015
Job Investment Banking Research Analyst
Industry Investment Banking
Experience
BCMS Corporate June 2015 - Present
Esposito Securities, LLC January 2015 - June 2015
RFC Wire Forms, Inc. June 2013 - July 2013
Congressional Office of California's 23rd District April 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, PowerPoint
Education
Southern Methodist University - Cox School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.5
Southern Methodist University 2013 — 2015
Bachelor of Arts (B.A.), Political Science and Government
BCMS Corporate June 2015 - Present
Esposito Securities, LLC January 2015 - June 2015
RFC Wire Forms, Inc. June 2013 - July 2013
Congressional Office of California's 23rd District April 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, PowerPoint
Education
Southern Methodist University - Cox School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.5
Southern Methodist University 2013 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Robert Merrill Robert Merrill's Esposito Securities, LLC Experience May 2008 - August 2009
Job Director of Institutional Sales at ASCENDIANT CAPITAL GROUP
Industry Investment Banking
Experience
ASCENDIANT CAPITAL GROUP May 2014 - Present
ASCENDIANT CAPITAL GROUP January 2014 - Present
WFG Capital Markets October 2009 - December 2013
Esposito Securities, LLC May 2008 - August 2009
TD Ameritrade October 2004 - April 2008
Skills
Series 7, Series 66, Equities, Options, Hedge Funds, Trading, Portfolio Management, Securities, Proprietary Trading, Investment Advisory, Trading Systems, Alternative Investments, Uniform Combined State...
Education
Texas State University 1997 — 2001
BS, Political Science
ASCENDIANT CAPITAL GROUP May 2014 - Present
ASCENDIANT CAPITAL GROUP January 2014 - Present
WFG Capital Markets October 2009 - December 2013
Esposito Securities, LLC May 2008 - August 2009
TD Ameritrade October 2004 - April 2008
Skills
Series 7, Series 66, Equities, Options, Hedge Funds, Trading, Portfolio Management, Securities, Proprietary Trading, Investment Advisory, Trading Systems, Alternative Investments, Uniform Combined State...
Education
Texas State University 1997 — 2001
BS, Political Science
Kristi Kaus's Esposito Securities, LLC Experience 2011 - Present
Job Executive Assistant at Esposito Securities, LLC
Industry Computer Software
Experience
Esposito Securities, LLC 2011 - Present
Roughneck Systems Inc June 2003 - January 2011
Skills
Outlook, Administrative..., Microsoft Excel, Microsoft Word, PowerPoint, Travel Arrangements, Calendaring, Calendars, Office Management, Lotus Notes, Spreadsheets, Confidentiality, Office Administration, Concur, Executive Support
Education
Dallas County Community College
Esposito Securities, LLC 2011 - Present
Roughneck Systems Inc June 2003 - January 2011
Skills
Outlook, Administrative..., Microsoft Excel, Microsoft Word, PowerPoint, Travel Arrangements, Calendaring, Calendars, Office Management, Lotus Notes, Spreadsheets, Confidentiality, Office Administration, Concur, Executive Support
Education
Dallas County Community College
Michelle Green (Trammell)'s Esposito Securities, LLC Experience November 2007 - July 2011
Job Administrative Assistant III COAF, IT BMO
Industry Banking
Experience
Capital One Auto Finance July 2014 - Present
Kosmos Energy, LLC July 2011 - May 2014
Esposito Securities, LLC November 2007 - July 2011
Texas Public Schools November 1995 - September 2007
Skills
Outlook, PowerPoint, Microsoft Word, Administrative..., Microsoft Excel, Leadership, Microsoft Office, Teaching, Team Building, Training, Fitness, Staff Development, Fundraising, Event Planning, Public Speaking, Social Media, Human Resources, Customer Service, Management, Social Networking, Project Management
Education
The University of Texas at Arlington 1989 — 1995
Bachelor of Music, Music
Capital One Auto Finance July 2014 - Present
Kosmos Energy, LLC July 2011 - May 2014
Esposito Securities, LLC November 2007 - July 2011
Texas Public Schools November 1995 - September 2007
Skills
Outlook, PowerPoint, Microsoft Word, Administrative..., Microsoft Excel, Leadership, Microsoft Office, Teaching, Team Building, Training, Fitness, Staff Development, Fundraising, Event Planning, Public Speaking, Social Media, Human Resources, Customer Service, Management, Social Networking, Project Management
Education
The University of Texas at Arlington 1989 — 1995
Bachelor of Music, Music
Kieu Vo Kieu Vo's Esposito Securities, LLC Experience 2006 - 2008
Job Senior Financial Analyst
Industry Information Technology and Services
Experience
Southwest Airlines April 2014 - Present
Markit January 2009 - April 2014
JP Morgan FCS January 2008 - December 2008
Esposito Securities, LLC 2006 - 2008
Skills
Finance, Financial Analysis, Financial Reporting, Business Analysis, Accounting, SAP, Financial Markets, Microsoft Excel, Financial Accounting, Financial Services, Account Reconciliation, Strategic Financial..., Corporate Finance, Financial Modeling, Analysis, Internal Controls, Accounts Receivable, US GAAP, Customer Service, Microsoft Office, Portfolio Management, Project Management, Strategic Planning, Valuation, Leadership, Process Improvement, Microsoft Word, PowerPoint
Education
Southern Methodist University 2005 — 2007
Bachelors, Finance & Economics
The University of Texas at Dallas 2003 — 2005
Finance & Biology
Southwest Airlines April 2014 - Present
Markit January 2009 - April 2014
JP Morgan FCS January 2008 - December 2008
Esposito Securities, LLC 2006 - 2008
Skills
Finance, Financial Analysis, Financial Reporting, Business Analysis, Accounting, SAP, Financial Markets, Microsoft Excel, Financial Accounting, Financial Services, Account Reconciliation, Strategic Financial..., Corporate Finance, Financial Modeling, Analysis, Internal Controls, Accounts Receivable, US GAAP, Customer Service, Microsoft Office, Portfolio Management, Project Management, Strategic Planning, Valuation, Leadership, Process Improvement, Microsoft Word, PowerPoint
Education
Southern Methodist University 2005 — 2007
Bachelors, Finance & Economics
The University of Texas at Dallas 2003 — 2005
Finance & Biology
Dan Griffith's Esposito Securities, LLC Experience November 2012 - November 2013
Job Institutional Equity Sales
Industry Financial Services
Experience
Three Part Advisors, LLC November 2013 - January 2015
Esposito Securities, LLC November 2012 - November 2013
Sterne Agee January 2006 - September 2012
Southwest Financial Group November 1998 - January 2006
Capis April 1988 - November 1998
Skills
Equities, Equity Research, Series 7, Series 63, Hedge Funds, Equity Capital Markets, Capital Markets, Investments, Alternative Investments, Equity Trading, Fixed Income, Trading, Bloomberg, Securities, Series 24, Equity Valuation, Investor Relations, FINRA, Mutual Funds, Financial Modeling, Institutional..., Asset Management, Valuation, Portfolio Management
Education
The University of Texas at Dallas
Master of Business Administration (MBA), International Finance
University of Arkansas at Fayetteville 1982 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance
Three Part Advisors, LLC November 2013 - January 2015
Esposito Securities, LLC November 2012 - November 2013
Sterne Agee January 2006 - September 2012
Southwest Financial Group November 1998 - January 2006
Capis April 1988 - November 1998
Skills
Equities, Equity Research, Series 7, Series 63, Hedge Funds, Equity Capital Markets, Capital Markets, Investments, Alternative Investments, Equity Trading, Fixed Income, Trading, Bloomberg, Securities, Series 24, Equity Valuation, Investor Relations, FINRA, Mutual Funds, Financial Modeling, Institutional..., Asset Management, Valuation, Portfolio Management
Education
The University of Texas at Dallas
Master of Business Administration (MBA), International Finance
University of Arkansas at Fayetteville 1982 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance
Mark Chisenhall Mark Chisenhall's Esposito Securities, LLC Experience May 2014 - January 2015
Job Strategic Planning at Murphy USA
Industry Retail
Experience
Murphy USA June 2015 - Present
Esposito Securities, LLC May 2014 - January 2015
MBS Value Partners October 2011 - March 2013
Peck Wealth Management April 2011 - March 2013
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Arizona State University 2003 — 2006
Bachelor’s Degree, Speech-Language Pathology/Pathologist
Murphy USA June 2015 - Present
Esposito Securities, LLC May 2014 - January 2015
MBS Value Partners October 2011 - March 2013
Peck Wealth Management April 2011 - March 2013
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Arizona State University 2003 — 2006
Bachelor’s Degree, Speech-Language Pathology/Pathologist
Kyle Schornick's Esposito Securities, LLC Experience November 2009 - June 2010
Job Investment banking Associate at Macquarie capital
Industry Financial Services
Experience
Macquarie Capital Partners February 2014 - Present
Raymond James Financial Inc. June 2011 - February 2014
Citi June 2010 - August 2010
Esposito Securities, LLC November 2009 - June 2010
Skills
Financial Modeling, Financial Analysis, Equity Research, Investments, Analysis, Equities, Valuation, Capital Markets, Bloomberg, Equity Valuation, Investment Banking, Principal Investing, Mergers & Acquisitions, Private Equity, DCF Valuation, Oil & Gas
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Finance, Economics, Finance, General
Macquarie Capital Partners February 2014 - Present
Raymond James Financial Inc. June 2011 - February 2014
Citi June 2010 - August 2010
Esposito Securities, LLC November 2009 - June 2010
Skills
Financial Modeling, Financial Analysis, Equity Research, Investments, Analysis, Equities, Valuation, Capital Markets, Bloomberg, Equity Valuation, Investment Banking, Principal Investing, Mergers & Acquisitions, Private Equity, DCF Valuation, Oil & Gas
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Finance, Economics, Finance, General
Christopher Benavides's Esposito Securities, LLC Experience May 2015 - Present
Job Fixed Income Analyst Intern at Esposito Securities, LLC
Industry Financial Services
Experience
Esposito Securities, LLC May 2015 - Present
SMU - Enrollment Services May 2013 - May 2015
SMU Dedman School of Law April 2012 - October 2012
SMU Tele-Pony January 2012 - May 2012
Skills
Economics, Finance, Student Financial Aid, Bloomberg Terminal, Data Analysis, Problem Solving, Critical Thinking, Leadership, Teamwork, Microsoft Office, Spanish, Strategy, Quantitative Analytics, Microsoft Excel
Education
Southern Methodist University 2011 — 2015
Bachelor of Science, Economics with Financial Applications (B.S.F.A.)
Southern Methodist University - Cox School of Business 2011 — 2015
Minor in Business
Southern Methodist University 2011 — 2015
Minor in Mathematics
Allen High School 2008 — 2011
High School, Distinguished Diploma
Esposito Securities, LLC May 2015 - Present
SMU - Enrollment Services May 2013 - May 2015
SMU Dedman School of Law April 2012 - October 2012
SMU Tele-Pony January 2012 - May 2012
Skills
Economics, Finance, Student Financial Aid, Bloomberg Terminal, Data Analysis, Problem Solving, Critical Thinking, Leadership, Teamwork, Microsoft Office, Spanish, Strategy, Quantitative Analytics, Microsoft Excel
Education
Southern Methodist University 2011 — 2015
Bachelor of Science, Economics with Financial Applications (B.S.F.A.)
Southern Methodist University - Cox School of Business 2011 — 2015
Minor in Business
Southern Methodist University 2011 — 2015
Minor in Mathematics
Allen High School 2008 — 2011
High School, Distinguished Diploma
John Horneff John Horneff's Esposito Securities, LLC Experience October 2014 - Present
Job
Industry Banking
Experience
Esposito Securities, LLC October 2014 - Present
VJR May 2010 - Present
Addepar December 2011 - March 2014
Addepar September 2011 - March 2014
Credit Suisse Asset Management May 2010 - September 2011
Credit Suisse First Boston June 2009 - August 2009
Skills
Hedge Funds, Alternative Investments, Financial Markets, Financial Modeling, Entrepreneurship, Family Office, Institutional Investors, Asset Management, Corporate Development, Private Equity, Strategy, Institutional..., Business Development, Wealth Management, Venture Capital, Business Strategy
Education
Columbia Engineering 2014 — 2016
Master's Degree, Financial Engineering
Columbia University in the City of New York 2006 — 2010
B.A, Economics, Studies in Financial Engineering
London School of Economics and Political Science 2008 — 2008
Certificate, Political Economics
Bergen Catholic 2002 — 2006
Esposito Securities, LLC October 2014 - Present
VJR May 2010 - Present
Addepar December 2011 - March 2014
Addepar September 2011 - March 2014
Credit Suisse Asset Management May 2010 - September 2011
Credit Suisse First Boston June 2009 - August 2009
Skills
Hedge Funds, Alternative Investments, Financial Markets, Financial Modeling, Entrepreneurship, Family Office, Institutional Investors, Asset Management, Corporate Development, Private Equity, Strategy, Institutional..., Business Development, Wealth Management, Venture Capital, Business Strategy
Education
Columbia Engineering 2014 — 2016
Master's Degree, Financial Engineering
Columbia University in the City of New York 2006 — 2010
B.A, Economics, Studies in Financial Engineering
London School of Economics and Political Science 2008 — 2008
Certificate, Political Economics
Bergen Catholic 2002 — 2006
Sean Christie's Esposito Securities, LLC Experience January 2009 - August 2009
Job Solutions Consultant at Liquid Holdings Group, Inc.
Industry Computer Software
Experience
Liquid Holdings Group, Inc. February 2014 - Present
Kershner Trading Group April 2012 - January 2014
In Order to Build and Maintain Quantitative Trading Aplications June 2003 - January 2014
Cerebrum Quantitative Strategies September 2009 - June 2012
Esposito Securities, LLC January 2009 - August 2009
S&PG Asset Management June 2000 - October 2008
Tradescape/E*Trade July 1998 - June 2000
Skills
Trading Strategies, Electronic Trading, Trading Systems, Equities, Hedging, Trading, Series 7, Hedge Funds, Portfolio Management, Risk Management, Financial Modeling, Market Data, Asset Management, Statistical Arbitrage, Proprietary Trading, Financial Markets, Securities, Options, Commodity
Education
The University of Connecticut School of Business
Liquid Holdings Group, Inc. February 2014 - Present
Kershner Trading Group April 2012 - January 2014
In Order to Build and Maintain Quantitative Trading Aplications June 2003 - January 2014
Cerebrum Quantitative Strategies September 2009 - June 2012
Esposito Securities, LLC January 2009 - August 2009
S&PG Asset Management June 2000 - October 2008
Tradescape/E*Trade July 1998 - June 2000
Skills
Trading Strategies, Electronic Trading, Trading Systems, Equities, Hedging, Trading, Series 7, Hedge Funds, Portfolio Management, Risk Management, Financial Modeling, Market Data, Asset Management, Statistical Arbitrage, Proprietary Trading, Financial Markets, Securities, Options, Commodity
Education
The University of Connecticut School of Business
Will Martin, CRCP Will Martin, CRCP's Esposito Securities, LLC Experience January 2011 - November 2014
Job Senior Manager, Trading Regulations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
Esposito Securities, LLC January 2011 - November 2014
First Southwest Company November 2009 - December 2010
Esposito Securities, LLC May 2007 - November 2009
Southwest Securities May 2000 - May 2006
Stanford Group Company 2003 - 2005
Skills
Options, Trading, Series 24, Series 7, Series 63, Securities, FINRA, Equities, Alternative Investments, Investments, Risk Management, Bloomberg, Fixed Income, AML, Electronic Trading, Due Diligence, Trading Systems, Financial Modeling, Financial Analysis, Asset Managment, Retail, ETFs, Equity Trading, Capital Markets, Derivatives, Mutual Funds, Financial Markets
Education
Wharton Business School 2012 — 2012
CRCP, Certified Regulatory and Compliance Professional
Texas A&M University-Commerce 2001 — 2002
MBA, Finance
Oklahoma State University 1993 — 1997
BS, Economics
TD Ameritrade December 2014 - Present
Esposito Securities, LLC January 2011 - November 2014
First Southwest Company November 2009 - December 2010
Esposito Securities, LLC May 2007 - November 2009
Southwest Securities May 2000 - May 2006
Stanford Group Company 2003 - 2005
Skills
Options, Trading, Series 24, Series 7, Series 63, Securities, FINRA, Equities, Alternative Investments, Investments, Risk Management, Bloomberg, Fixed Income, AML, Electronic Trading, Due Diligence, Trading Systems, Financial Modeling, Financial Analysis, Asset Managment, Retail, ETFs, Equity Trading, Capital Markets, Derivatives, Mutual Funds, Financial Markets
Education
Wharton Business School 2012 — 2012
CRCP, Certified Regulatory and Compliance Professional
Texas A&M University-Commerce 2001 — 2002
MBA, Finance
Oklahoma State University 1993 — 1997
BS, Economics
Matt Reyes Matt Reyes's Esposito Securities, LLC Experience September 2012 - May 2013
Job Business Valuations Associate at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Markit June 2013 - August 2013
Esposito Securities, LLC September 2012 - May 2013
Universal Pictures May 2012 - July 2012
SMU Dedman School of Law March 2012 - June 2012
UBS Wealth Management July 2011 - August 2011
WR Financial, Inc. May 2009 - May 2010
Skills
Financial Modeling, Finance, Management, Data Analysis, Forecasting, Portfolio Management, Time Management, Marketing, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2010 — 2014
BBA, Finance
Deloitte September 2014 - Present
Markit June 2013 - August 2013
Esposito Securities, LLC September 2012 - May 2013
Universal Pictures May 2012 - July 2012
SMU Dedman School of Law March 2012 - June 2012
UBS Wealth Management July 2011 - August 2011
WR Financial, Inc. May 2009 - May 2010
Skills
Financial Modeling, Finance, Management, Data Analysis, Forecasting, Portfolio Management, Time Management, Marketing, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2010 — 2014
BBA, Finance
David Auerbach's Esposito Securities, LLC Experience May 2012 - Present
Job Institutional Equities/REIT Trader at Esposito Securities, LLC
Industry Financial Services
Experience
Esposito Securities, LLC May 2012 - Present
Green Street Advisors March 2000 - December 2011
Financial Marketplace Incorporated May 1999 - February 2000
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Financial Modeling, Mutual Funds, Bloomberg, Equities, Securities, Trading, Finance, Fixed Income, Capital Markets, Equity Research, Series 7, Options
Education
Southern Methodist University 2003 — 2005
MBA, Finance
The University of Texas at Austin 1995 — 1999
Bachelor of Business Administration (BBA), Finance
JJ Pearce, Bowie, etc..
Esposito Securities, LLC May 2012 - Present
Green Street Advisors March 2000 - December 2011
Financial Marketplace Incorporated May 1999 - February 2000
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Financial Modeling, Mutual Funds, Bloomberg, Equities, Securities, Trading, Finance, Fixed Income, Capital Markets, Equity Research, Series 7, Options
Education
Southern Methodist University 2003 — 2005
MBA, Finance
The University of Texas at Austin 1995 — 1999
Bachelor of Business Administration (BBA), Finance
JJ Pearce, Bowie, etc..
Richard P. Capurso's Esposito Securities, LLC Experience April 2008 - August 2008
Job Private Client Group Relationship Manager at PNC
Industry Financial Services
Experience
PNC January 2013 - Present
Primerica March 2012 - December 2012
R & J CAPITAL MARKETS, LLC November 2008 - January 2012
Esposito Securities, LLC April 2008 - August 2008
VDM Capital Markets 2006 - 2008
GOLDMAN SACHS & CO September 1995 - June 2006
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance and International Business
Binghamton University 1989 — 1993
Bachelor of Arts (B.A.)
Regis HS 1985 — 1989
PNC January 2013 - Present
Primerica March 2012 - December 2012
R & J CAPITAL MARKETS, LLC November 2008 - January 2012
Esposito Securities, LLC April 2008 - August 2008
VDM Capital Markets 2006 - 2008
GOLDMAN SACHS & CO September 1995 - June 2006
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance and International Business
Binghamton University 1989 — 1993
Bachelor of Arts (B.A.)
Regis HS 1985 — 1989
Sanjeev Sunder's Esposito Securities, LLC Experience October 2013 - May 2014
Job TIAACREF
Industry Financial Services
Experience
Esposito Securities, LLC October 2013 - May 2014
Cormark Securities December 2009 - April 2012
BMO Capital Markets November 2000 - December 2008
Southern Bank of Africa 1997 - 1998
Skills
Equities, Equity Trading, Electronic Trading, Trading Systems, Bloomberg, Series 7, series 55, Series 63, series 37
Education
University of KwaZulu-Natal 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics and Statistics
Esposito Securities, LLC October 2013 - May 2014
Cormark Securities December 2009 - April 2012
BMO Capital Markets November 2000 - December 2008
Southern Bank of Africa 1997 - 1998
Skills
Equities, Equity Trading, Electronic Trading, Trading Systems, Bloomberg, Series 7, series 55, Series 63, series 37
Education
University of KwaZulu-Natal 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics and Statistics
Kirsten Craig's Esposito Securities, LLC Experience February 2009 - October 2009
Job Team Leader / Product Specialist
Industry Electrical/Electronic Manufacturing
Experience
Hodges Southwest, Inc February 2013 - Present
Sambuca360 August 2010 - February 2013
360Solutions October 2009 - May 2010
Esposito Securities, LLC February 2009 - October 2009
Homes & Land August 2006 - December 2008
Skills
Account Management, Social Media, Social Networking, Marketing, Recruiting, Training, Customer Service, Trade Shows, Human Resources, Social Media Marketing, Marketing Communications, Networking, Teamwork, Email Marketing, Sales Management, New Business Development, Contract Negotiation, Advertising, Event Planning, Strategic Planning, Management, Public Relations, Forecasting
Education
University of Oklahoma - Price College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Marketing, 3.2
Hodges Southwest, Inc February 2013 - Present
Sambuca360 August 2010 - February 2013
360Solutions October 2009 - May 2010
Esposito Securities, LLC February 2009 - October 2009
Homes & Land August 2006 - December 2008
Skills
Account Management, Social Media, Social Networking, Marketing, Recruiting, Training, Customer Service, Trade Shows, Human Resources, Social Media Marketing, Marketing Communications, Networking, Teamwork, Email Marketing, Sales Management, New Business Development, Contract Negotiation, Advertising, Event Planning, Strategic Planning, Management, Public Relations, Forecasting
Education
University of Oklahoma - Price College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Marketing, 3.2
Jay Bayne's Esposito Securities, LLC Experience September 2012 - March 2015
Job TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Esposito Securities, LLC September 2012 - March 2015
Penson Financial Services July 2010 - July 2012
Capital Institutional Services, Inc. June 2003 - January 2010
Southwest Securities 1992 - 2003
Skills
Trading Systems, Electronic Trading, Options, Equities, Equity Trading, Back Office, Series 7, Series 63, Bloomberg, Securities, Trading
Education
St. Thomas Episcopal
Texas A&M University
TD Ameritrade March 2015 - Present
Esposito Securities, LLC September 2012 - March 2015
Penson Financial Services July 2010 - July 2012
Capital Institutional Services, Inc. June 2003 - January 2010
Southwest Securities 1992 - 2003
Skills
Trading Systems, Electronic Trading, Options, Equities, Equity Trading, Back Office, Series 7, Series 63, Bloomberg, Securities, Trading
Education
St. Thomas Episcopal
Texas A&M University
Navi Dhatt's Esposito Securities, LLC Experience October 2012 - April 2015
Job Network Administrator at Baker Botts
Industry Financial Services
Experience
Baker Botts April 2015 - Present
Esposito Securities LLC October 2012 - April 2015
CiNet April 2010 - October 2012
Levantina USA Inc March 2007 - April 2010
Skills
Cisco Technologies, Windows Server, VMware, Network Administration, Network Security, Active Directory, Firewalls, Project Management, Windows, Troubleshooting, Hyper V, Hyper-V, System Administration, VPN, Routers, Switches, Databases, Networking, Software Installation, VMware ESX
Education
Richland College 2008 — 2013
Associate of Science (A.S.), Network and System Administration/Administrator
Baker Botts April 2015 - Present
Esposito Securities LLC October 2012 - April 2015
CiNet April 2010 - October 2012
Levantina USA Inc March 2007 - April 2010
Skills
Cisco Technologies, Windows Server, VMware, Network Administration, Network Security, Active Directory, Firewalls, Project Management, Windows, Troubleshooting, Hyper V, Hyper-V, System Administration, VPN, Routers, Switches, Databases, Networking, Software Installation, VMware ESX
Education
Richland College 2008 — 2013
Associate of Science (A.S.), Network and System Administration/Administrator
Cindy Pelton's Esposito Securities, LLC Experience February 2009 - October 2009
Job VP Trading and Settlements at Bauer Ventures
Industry Investment Management
Experience
Bauer Ventures November 2009 - Present
Esposito Securities, LLC February 2009 - October 2009
NexBank Securities June 2007 - February 2009
Skills
Series 7
Education
University of Arkansas at Fayetteville
Bauer Ventures November 2009 - Present
Esposito Securities, LLC February 2009 - October 2009
NexBank Securities June 2007 - February 2009
Skills
Series 7
Education
University of Arkansas at Fayetteville
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY