Euro Pacific Capital
Industry: Company
DescriptionFounded: 1980 Subsidiaries: Alliance Global Partners, Research Division, Euro Pacific Capital, Inc., Asset Management Arm
Euro Pacific Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Euro Pacific Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Euro Pacific Capital Salaries. You can even request information on how much does Euro Pacific Capital pay if you want to. Learn about salaries, pros and cons of working for Euro Pacific Capital directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
81 Euro Pacific Capital employees in database. Find out everything there's to know about Euro Pacific Capital employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Euro Pacific Capital Employees
Euro Pacific Capital June 2013 - Present
Niko-Laos Enterprises, Inc. August 2009 - January 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Spanish, Research, Teamwork, Public Speaking, Access, Outlook, Retail, Financial Analysis, English, Sales, HTML, Series 7, Series 66
Education
Florida Atlantic University 2010 — 2013
Bachelor of Science (B.S.), Finance & Marketing
Palm Beach State College 2007 — 2009
Associate of Arts (A.A.), Marketing
Lawrence Livermore National Laboratory September 2014 - Present
Marvell Semiconductor June 2014 - September 2014
Brigham Young University April 2014 - June 2014
Brigham Young University March 2013 - June 2014
Brigham Young University April 2013 - April 2014
Brigham Young University April 2012 - March 2013
Euro Pacific Capital June 2012 - August 2012
Skills
Java, C++, Python, Matlab, Linux, VHDL, Verilog, Troubleshooting, Microsoft Office, C, FPGA, Github, Visual Basic, Embedded Operating..., Embedded Software, Mac OS, Bayesian methods, Markov Chain Monte Carlo, LaTeX, SystemVerilog
Education
Brigham Young University 2008 — 2014
BS, Computer Engineering, 3.80
University of California, Berkeley 2007 — 2008
Engineering
Milpitas High School 2003 — 2007
Golden Field Services Inc. March 2013 - Present
Enterprise Rent-A-Car August 2012 - March 2013
EKN Financial Services March 2012 - May 2012
Euro Pacific Capital February 2012 - March 2012
Newport Coast Securities August 2011 - February 2012
Skills
Investment Strategies, Portfolio Management, Stocks, Bonds, Mutual Funds, Financial Trading, Risk Assessment, Team Leadership, Superior Client Service, Management, Commodity, Marketing, Trading, Cold Calling, Sales, Client Services, Project Management, Public Speaking, Microsoft Excel
Education
Siena College 2006 — 2010
Bachelor's degree, Accounting
Bolton Central School 2001 — 2006
NYS Regents diploma
Your Imprint Here LLC January 2008 - Present
Euro Pacific Capital September 2012 - May 2013
Skills
Fixed Income Trading, Equity Trading, FX trading, Trading, Outsource Trading, Economic Modeling, Economic Development, Golf, Forecasting
Education
Sacred Heart University 2011 — 2013
Bachelor of Science, Finance, Business Economics
Hillsborough High School 2004 — 2008
Avalara January 2015 - Present
Avalara September 2013 - Present
Euro Pacific Canada December 2011 - June 2013
Euro Pacific Capital October 2009 - August 2011
Skills
Equities, Investments, Portfolio Management, Capital Markets, Asset Managment
Education
Saint Mary's College of California 2005 — 2009
Finance, Economics
Saint Mary's College of California
KMH Unlimited LLC April 2003 - Present
Integrated Staffing Corporation 2014 - 2014
Financial West Group May 2011 - September 2012
Euro Pacific Capital January 2006 - January 2011
Oakbrook Investment Brokers Inc September 1999 - December 2009
Skills
Strategic Planning, Business Strategy, Financial Analysis, Marketing Strategy, Insurance, Project Management, Negotiation, Public Speaking, Connecting People, Compliance, administration, Administration, Mutual Funds, Financial Services, Securities, Finance, Investments, Management, Marketing, Customer Service, Entrepreneurship, Sales, Financial Advisory, Team Building, Small Business
Education
University of Illinois at Chicago 1987 — 1990
Bachelor of Science (BS), Marketing/Finance
Euro Pacific Capital 2012 - Present
Bradley Schmitt - Career 1993 - 2015
Skills
Asset Managment, Asset Allocation, Sales Management, Structured Finance, High Net Worth..., Rule 144, Estate Planning, Private Equity, Risk Management, Alternative Investments, Corporate Services, Irrevocable Life...
Education
San Diego State University-California State University 1986 — 1990
Boys & Girls Club of Santa Ana September 2014 - Present
Euro Pacific Capital November 2012 - September 2014
The Renewable Energy Foundation September 2011 - December 2011
Alpha Chi Omega-Iota Nu January 2011 - October 2011
Dennis Potts Project Management June 2010 - August 2010
Voice of Refugees April 2009 - August 2009
Skills
International Investment, Economic Development, Political Science, Series 7, Series 66, International Relations, International..., Private Placements, Impact Investing, Policy Writing, Research, Public Policy, Renewable Energy, Investment Banking, Nonprofits, Qualitative Research, Microsoft Office, Project Coordination, Microsoft Excel, Politics, Policy Analysis, Analysis, Non-profits, Public Speaking, Philanthropy, Highly detail oriented, Easily Adaptable, Articulate Communicator, manage competing..., Creative Problem Solving, Manage Client..., Cross-functional Team..., Thrive in..., International Political..., Strategic Planning, Due Diligence, Emerging Markets, Socially Responsible..., Investment Policy, Capital IQ
Education
University of California, San Diego
Bachelor's Degree, International Relations with a focus in Development Policy
University of Westminster 2011 — 2011
study abroad, International Relations and Affairs, First Degree Honors
BlackRock August 2014 - Present
Euro Pacific Capital January 2012 - July 2014
Michael Page May 2011 - October 2011
Skills
Fixed Income, Investment Banking, Asset Management, Bloomberg, Asset Managment, Financial Analysis, Capital Markets, Financial Modeling, Analysis, Private Equity, Hedge Funds, Series 7, Equities, Securities, Investments
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Economics
Euro Pacific Capital April 2014 - April 2015
Euro Pacific Capital February 2013 - April 2014
Euro Pacific Capital September 2012 - February 2013
Anfield Capital Management, LLC November 2011 - August 2012
The University of California, Irvine April 2012 - July 2012
Skills
Microsoft Office, SPSS, Public Speaking, Public Policy, Series 7, Series 66, Morningstar, Securities, Mutual Funds, Uniform Combined State..., Microsoft Excel, Investments, Portfolio Management, Financial Analysis, Sales, Writing, Strategic Planning, Project Management, Social Media Marketing
Education
University of California, Irvine 2011 — 2013
Master of Arts (M.A.), Public Policy
The University of San Francisco 2006 — 2010
Bachelor of Arts (B.A.), U.S. History
SchiffGold LLC September 2011 - Present
Euro Pacific Capital January 2010 - September 2011
Skills
Series 7, Wealth Management, Securities, Alternative Investments, Investment Strategies, Economics, Customer Service, Branding & Identity, Strategy, Growth Strategies, Strategic Planning, New Business Development, Marketing, Innovation, Team Building, Customer Retention, Listening to customers, Long-term Customer..., Investments, Critical Thinking, Analytical Skills, Financial Services, Portfolio Management, Negotiation, Social Media, Strategic Financial..., Asset Allocation, Microsoft Excel, Microsoft Office, Asset Management
Education
Indiana University Bloomington 2001 — 2006
Bachelor of Science (BS), Marketing
Thomson Reuters May 2012 - January 2015
Euro Pacific Capital April 2009 - May 2012
Mobile, Web and Security Start Ups November 2006 - February 2009
Symantec, Corp May 2003 - August 2005
Sun Microsystems, Inc June 1992 - February 2003
Citicorp, Inc. (Quotron) April 1984 - June 1992
Skills
Agile Methodologies, Software Development, SaaS, Cloud Computing, Software Engineering, Strategy, Product Management, Architecture, Software Project..., Java, Cross-functional Team..., Start-ups, Management, Enterprise Architecture, Leadership, Scrum, Scalability, Distributed Systems, System Architecture, Enterprise Software, Unix, Testing, SDLC, Security, Linux, Entrepreneurship, Mobile Devices, Integration
Education
California State University-Northridge
BA
Red Diamond Investment Group, LLC January 2012 - Present
ZipRecruiter March 2015 - Present
Nine Lives Products, LLC February 2012 - December 2014
Docstoc (Acquired by Intuit NYSE:INTU Dec 2013) February 2010 - June 2013
Mason Investments, LLC November 2009 - January 2010
Clean Energy Asset Management May 2008 - September 2009
Euro Pacific Capital March 2008 - August 2008
Merrill Lynch January 2007 - March 2007
Skills
Start-ups, Entrepreneurship, Financial Modeling, Venture Capital, Leadership, Mergers & Acquisitions, E-commerce, Online Advertising, Sales, Online Marketing, CRM, Business Development, Social Media Marketing, Product Management, Content Strategy, Business Strategy, Private Equity, Mergers, Strategic Partnerships, Analytics, Strategy, Market Research
Education
University of California, Los Angeles 2004 — 2008
BS, Business Economics, Accounting
Scottrade July 2014 - Present
The Prudential Insurance Company of America, Newark, NJ November 2011 - July 2014
Euro Pacific Capital July 2007 - April 2011
TD Ameritrade February 2005 - July 2007
Charles Schwab February 2000 - November 2005
Education
University of Bridgeport 1981 — 1983
MBA, Management & Finance
University of Rhode Island - College of Business Administration 1976 — 1979
BBA, Management & Finance
Goldman Sachs Asset Management September 2010 - Present
Citi Private Bank July 2007 - September 2010
Euro Pacific Capital June 2006 - August 2006
Dr. Mark Skousen - Economist January 2005 - January 2006
Education
Columbia University in the City of New York 2003 — 2007
BA, Economics and Political Science
Foundation for Economic Education 2005 — 2005
Advanced Austrian Economics
Tapad May 2014 - Present
Starcom MediaVest Group November 2012 - May 2014
Global Advertising Strategies August 2012 - October 2012
Euro Pacific Capital June 2010 - August 2010
Honest Tea June 2008 - August 2009
Momentum Worldwide (American Express) August 2007 - September 2007
The Paley Center for Media June 2007 - August 2007
Skills
Facebook, Social Media, Social Media Marketing, PowerPoint, Marketing, Marketing Strategy, Microsoft Excel, Event Planning, Microsoft Office, Social Networking, Marketing Communications, Microsoft Word, Advertising, Online Marketing, Strategy
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Arts, Economics
Anglo-American University, Prague 2011 — 2011
Horace Mann School 2004 — 2008
High School
Euro Pacific Capital August 2015 - Present
DBS Bank July 2013 - September 2014
Ziptronics September 2009 - March 2014
Skills
Market Research, Social Media, Customer Service, Financial Analysis, Social Media Marketing, Social Networking, Microsoft Excel, Investments
Education
AcademyX Computer Training 2015 — 2015
Microsoft Excel
Rutgers University – Camden 2010 — 2014
Bachelor’s Degree, Finance
National Taiwan University 2009 — 2011
Chinese Studies
Latam Securities LLC June 2014 - Present
Euro Pacific Capital April 2012 - June 2014
UBS June 2011 - August 2011
Oswego Oil Service Corp December 2007 - February 2011
Saltaire Yacht Club Saltaire April 2009 - January 2011
Skills
Microsoft Excel, PowerPoint, Analysis, Sales, Microsoft Office, Microsoft Word, Marketing, Marketing Strategy, Customer Service, Training, Management, Research, Inventory Management, Market Research, Outlook, Finance, Financial Analysis, Financial Modeling
Education
Sacred Heart University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, marketing and digital marketing concentrations
Sacred Heart University, John F. Welch College of Business 2007 — 2012
Bachelor of Science, Business Administration
Euro Pacific Capital January 2009 - Present
Skills
Venture Capital, Investments, Capital Markets, Alternative Investments, Start-ups, Corporate Development, Investment Banking, Strategic Planning, Commodity, Valuation, Fixed Income, Corporate Finance, Private Placements, Due Diligence, Equities, Hedge Funds, Asset Management, Equity Research, Bloomberg, Entrepreneurship, Private Equity, Financial Modeling, Mergers & Acquisitions, Securities, Business Strategy, Portfolio Management, Financial Analysis, Structured Finance, IPO, Emerging Markets, Trading, Finance, Options, Business Development, Investor Relations, Asset Managment, Investment Strategies
Education
Duke University - The Fuqua School of Business
MBA
Fab.com March 2014 - Present
Blue Fountain Media (Digital Agency) April 2011 - March 2014
New York Real Estate Institute March 2010 - March 2011
Euro Pacific Capital July 2009 - March 2010
Freelance February 2009 - July 2009
Doubledown Media September 2007 - February 2009
Starlight Theatre May 2007 - August 2007
Callis & Associates May 2006 - August 2006
Bratskeir & Company February 2006 - May 2006
Skills
Email Marketing, Corporate Blogging, Social Media Marketing, Social Media, Online Marketing, Web Analytics, Newsletters, Marketing Strategy, Digital Strategy, Digital Marketing, SEO, Online Advertising, Strategic Partnerships, Marketing, Social Networking, Web Design, Facebook, Google Adwords, Strategy, Copywriting, Google Analytics, Brand Development, PPC, Sales, Integrated Marketing, Press Releases, Marketing Communications, Advertising, Public Relations, Blogging, Content Strategy, SEM, Start-ups, Event Planning, E-commerce
Education
Fashion Institute of Technology 2004 — 2008
Bachelor of Science, Advertising and Marketing Communications
Euro Pacific Capital April 2008 - Present
Skills
Business Analysis, Disaster Recovery, Analysis, Asset Managment, Desktop Application..., Desktop Administration, Network Administration, Computer Network..., Technical Support, Remote Desktop, Remote User Support, Remote Administration, Asset Management, VoIP, CRM, Microsoft Office, Customer Service, Windows Server, Networking, Management, Microsoft Exchange, Equities, Hardware, Security
Education
Norwalk Community College 1989 — 1990
No, General Studies
Edelman Financial Services, LLC 2007 - Present
Euro Pacific Capital May 2006 - November 2007
AXA Equitable August 2005 - May 2006
USAirways June 1988 - July 2005
Bar Harbor Airways May 1986 - June 1988
Skills
Series 7, Investments, Asset Management, Financial Planning, Retirement Planning, CFP
Education
New York University 2008 — 2009
Financial Planning Program
Saint Louis University 1981 — 1984
B.S., Administration
Westwood High School
H.C. Wainwright & Co., LLC March 2014 - Present
Euro Pacific Capital November 2011 - March 2014
Gabelli & Company July 2006 - October 2011
Gabelli & Company September 2005 - May 2006
Deutsche Bank July 2005 - August 2005
Deutsche Bank June 2005 - July 2005
Gabelli & Company May 2005 - June 2005
Skills
German (fluent), Real Estate Investment..., Equities, Valuation, Equity Research, Investments, Fixed Income, Financial Modeling, Finance, Asset Management, Series 7, Hedge Funds, Analysis, Alternative Investments, Emerging Markets, Investment Strategies, Portfolio Management, Fundamental Analysis, Corporate Finance, Forecasting, Mining, Financial Markets, Bloomberg, Management, Mutual Funds
Education
University of Miami - School of Business 2004 — 2006
MBA, Finance & Management
.
CFA Institute
CFA Charterholder
Euro Pacific Capital July 2011 - Present
Tax & Financial Group November 2009 - July 2011
Flagstaff House Restaurant March 2008 - September 2009
St. Mary's and All Angels School June 2001 - January 2007
Skills
Investments, Finance, Estate Planning, Entrepreneurship, 401k, International..., Retirement Planning, Asset Management, Securities, Series 7, Mutual Funds, Financial Services, Portfolio Management
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
B.A. Business Administration, Finance
Cedar+Mac Asset Intelligence August 2015 - Present
Euro Pacific Capital April 2012 - August 2015
YTR Group, Inc. August 2011 - April 2012
Spectrum Commercial Lending, Inc. October 2009 - July 2011
Hyperion Energy Innovations, Inc. February 2008 - May 2009
Citigroup May 2007 - August 2007
Education
University of Southern California 2004 — 2008
Bachelors, Policy, Planning and Development
GreenFleet Rideshare October 2013 - Present
Euro Pacific Capital April 2009 - December 2014
Euro Pacific Capital March 2009 - April 2009
Vanguard Mutual Funds June 2007 - June 2008
Skills
Investments, Wealth Management, International Equities, International Fixed..., International Private..., New Business Development, Business Planning, Business Strategy, Project Management, Process Improvement, Fixed Income, Series 63, Valuation, Equities, Series 7, Asset Management
Education
San Diego State University-California State University 2006 — 2007
BS, Financial Services
Laissez-Faire Books January 2014 - Present
News Corp April 2013 - January 2014
Euro Pacific Capital December 2010 - April 2013
Mannkal Economic Education Foundation September 2009 - October 2012
Qwind Pty Ltd November 2008 - July 2010
Boffins Bookshop June 2008 - April 2009
Ditto Duplication May 2007 - August 2007
Central Station Records March 2000 - November 2005
Skills
Social Media, Research, Editing, Economics, Public Speaking, Analysis, Marketing, Blogging, Politics
Education
The University of Western Australia 2008 — 2010
Political Economy
Curtin University of Technology 2005 — 2010
Bachelor of Commerce (with Distinction), Bachelor of Social Science (with Distinction), Economics, Politics & International Relations
Ryerson University 2007 — 2007
Finance, General
Lynn university alumni May 2011 - August 2014
States & Sea October 2011 - May 2013
States & Sea July 2010 - October 2011
Euro Pacific Capital January 2009 - May 2009
States & Sea June 2008 - August 2008
Education
Lynn University 2006 — 2011
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Morgan Stanley June 2013 - June 2014
NYSE Euronext May 2013 - August 2013
Euro Pacific Capital December 2012 - May 2013
US Army April 2008 - July 2012
Skills
Series 7, Series 66, Army, Afghanistan, Weapons, Tactics, Counterinsurgency, Operational Planning, Uniform Combined State..., Reconnaissance, Intelligence Analysis, Military Operations
Education
The New School
Master of Arts, Political Science
Emory and Henry College
Bachelor of Arts, Poltical Science; Virginia
U.S. Army, Parachute school
High School Diploma; TRAINING
Series 66
Series 7
University of San Diego School of Law August 2013 - Present
JoshuaSky Photography LLC September 2007 - Present
Euro Pacific Capital June 2013 - August 2013
University of San Diego School of Law January 2013 - May 2013
Law Office of Jason Adams May 2012 - June 2012
Law Office of Jason Adams August 2007 - July 2011
Skills
Portrait Photography, Fine Art Photography, Wedding Photography, Photoshop, Image Manipulation, Legal Writing, Advertising, Adobe Creative Suite, Photography, Lexis, Legal Issues, Westlaw, Editing, Legal Research
Education
University of San Diego School of Law 2011 — 2014
Doctor of Law (J.D.), Law, Second Year
Pratt Institute 2003 — 2007
Bachelor of Fine Arts (BFA), Major in Media Arts; Minor in Art History
PIMCO March 2015 - Present
Och-Ziff Capital Management September 2014 - March 2015
PIMCO December 2012 - August 2014
Euro Pacific Capital 2011 - 2012
Stanley Consultants June 2007 - August 2007
Skills
Bloomberg Terminal, Microsoft Excel, Golf, Tennis
Education
Trinity College, Dublin 2009 — 2010
MSc, Finance, 2:1 Honor’s Degree - (3.4 – 3.8 U.S. GPA equivalent)
Arizona State University 2004 — 2009
B.S, Civil and Environmental Engineering
Merrill Edge October 2013 - Present
Euro Pacific Capital September 2012 - September 2013
Morgan Stanley Smith Barney 2010 - 2011
Morgan Stanley Smith Barney June 2009 - December 2009
Air Force 2007 - 2009
Parris Island Veterinary Clinic August 2005 - January 2007
Miami East Recruiting Station October 2003 - August 2005
Skills
Bloomberg, Thompson One, Bloomberg Terminal, Spanish, Microsoft Excel, Microsoft Word, Technical Analysis, Fundamental Analysis, Retirement Planning, Latin America, Precious Metals, Investments, Equities, Finance, Business Development, Investment Strategies, Series 7, CRM, Alternative Investments, Securities, Series 63, Asset Allocation, Portfolio Management, Management, Wealth Management, Financial Services, Mutual Funds
Education
Florida International University 2008 — 2009
Bachelors, Finance and International Business
Florida International University 2008 — 2009
Bachelor, Business Administration; International Business and Finance
HSBC August 2015 - Present
New York Baseball Network October 2010 - Present
Euro Pacific Capital March 2012 - July 2015
JR Group LLC January 2008 - July 2015
Euro Pacific Capital July 2011 - March 2012
Stewardship Investment Advisors 2005 - June 2011
Ladenburg Thalmann & Co. Inc. 1993 - 2005
Trautman Wasserman & Co. Inc. 2000 - 2001
Kirlin Securities 2000 - 2000
Smith Barney 1992 - 1993
Skills
Start-ups, Insurance, Retirement Planning, Research, Strategic Planning, Mergers & Acquisitions, Marketing, Financial Analysis, Asset Allocation, Corporate Governance, Entrepreneurship, Venture Capital, AML, Due Diligence, Trading, Anti Money Laundering, Investment Banking, Valuation, Equities, Securities, Corporate Finance, Asset Management, Hedge Funds, Private Placements, Series 63, Fundraising, Wealth Management, Microsoft Office, Fixed Income, Financial Services, Investments, Portfolio Management, Banking, Finance, Risk Management, Alternative Investments, Capital Markets, Private Equity, Executive Management, Management Consulting, Options, Investment Advisory, FINRA, Management, Mutual Funds, Mergers, Broker-Dealer Compliance, Investment Advisor...
Education
Ithaca College 1985 — 1989
Bachelor of Science (BS), Economics/Business Management
Mamaroneck High School 1982 — 1985
General
Fullscreen, Inc July 2015 - August 2015
Euro Pacific Capital September 2014 - April 2015
Wind Dancer Films May 2014 - July 2014
Fox Flips, Inc. November 2013 - April 2014
RuffaloCODY January 2011 - May 2012
Virgin Produced January 2012 - April 2012
Roman's Empire/Bikes and Hikes LA June 2011 - August 2011
The Bachelor Pad 2011 - 2011
Worldwide Media Group December 2009 - May 2010
Scheie Eye Institute August 2007 - November 2008
Skills
Social Media, Leadership, Higher Education, Research, Social Media Marketing, Data Analysis, Public Speaking, Event Planning, Editing, Marketing, Copywriting, Analysis, Entertainment, Television, Budgets, Journalism, CRM, Social Networking, Fundraising, Film, Nonprofits, Public Relations, Facebook, Video, Strategic Planning, Microsoft Excel, Microsoft Office, Marketing Strategy, Blogging, Market Research, PowerPoint, Management, Advertising, Strategy, Business Development, Business Strategy, Entrepreneurship, Communication
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Leadership and Managing Organizational Change
University of Oxford 2011 — 2011
Certificate Program, Global Enterprise Management
Temple University 2005 — 2008
Bachelor's Degree, Film and Media Arts, Business Studies
Malvern Preparatory School 1996 — 2000
High School, Regular/General High School/Secondary Diploma Program
Euro Pacific Capital July 2013 - Present
Freelance May 2012 - July 2013
Tour R City February 2011 - May 2012
Dempsey Graphics July 2011 - February 2012
KEEN 17-TV, a Christian Media Associates International company. October 2010 - June 2011
Solotech February 2010 - December 2010
Wynn Las Vegas January 2005 - October 2009
Source Presentation Service Corporation August 1991 - January 2002
Skills
Social Media Marketing, Entertainment, Marketing, Wordpress, Video Production, CRM, Video Editing, Broadcast, Final Cut Pro, HTML, WordPress, Facebook, Adobe Creative Suite, Social Networking, Graphics, PHP, CSS, Live Events, Newsletters
Education
Art Institute of Las Vegas 2009 — 2011
BS, Web Design and Interactive Media, Web Design and Interactive Media
Art Institute of Pittsburgh 2008 — 2009
Internet Marketing
University of Nevada-Las Vegas 1977 — 1978
Fine Arts
The University of Georgia 1968 — 1972
Fine Arts
Kansas City Art Institute 1971 — 1971
no degree, Fine Arts
RetireUp February 2015 - Present
Midtown Athletic Club August 2013 - Present
Euro Pacific Capital September 2008 - January 2013
Euro Pacific Bank May 2011 - July 2012
Securities/Wachovia Securities, Lake Elsinore, CA April 2006 - March 2007
Skills
Series 7, Investments, Series 63, Portfolio Management, Equities, Retirement Planning, Securities, Asset Management, Mutual Funds, Wealth Management, Alternative Investments, Fixed Income
Education
Ohio University 1991 — 1995
Bachelor of Science (B.S.), Communications
Wittenberg University 1990 — 1991
Euro Pacific Capital November 2013 - Present
Euro Pacific Capital April 2011 - October 2013
Roth Capital Partners August 2005 - April 2011
University of Oregon September 2001 - August 2005
Skills
Equities, Series 7, Series 63, Equity Trading, Equity Valuation, Economics, Uniform Combined State..., Hedge Funds, Securities, International Equities, Global Macro, Monetary Theory, Series 66, Series 65, Marketing, Series 79 - Investment..., Capital Markets, Investments, Investment Banking, Corporate Finance, Financial Modeling
Education
University of Oregon 2001 — 2005
B.S., Economics, Business Administration
Bgallo LLC 2011 - Present
Wedbush Securities 2010 - 2013
Euro Pacific Capital 2009 - 2011
Merrill Lynch 2005 - 2007
University of Miami 2001 - 2003
Skills
Investments, Equity Trading, Equities, Valuation, Fixed Income, Series 63, Asset Management, Financial Modeling, Investment Strategies, Portfolio Management, Alternative Investments, Bonds, Financial Analysis, Options, Venture Capital, Asset Allocation, Series 7, Investment Management, Strategic Financial..., Trading, Bloomberg Terminal, Bloomberg, Economics, Finance, Hedge Funds, Investment Advisory, Securities, Private Equity, Due Diligence, Commodity, Corporate Finance, Equity Research, Financial Services, Mergers & Acquisitions, Uniform Combined State..., Emerging Markets, Investment Banking, FINRA, Capital Markets, Mutual Funds, Banking
Education
University of Miami 2001 — 2003
Master of Business Administration (M.B.A.)
University of Miami - School of Business 2001 — 2003
MBA, Finance
New York Life Insurance Company June 2015 - Present
NYLIFE Securities LLC June 2015 - Present
Euro Pacific Capital July 2008 - June 2015
Skills
Life Insurance, Investments, Retirement Planning, Fixed Annuities, Variable Annuities, Financial Planning, Wealth Management, Mutual Funds
Education
Kean University 1985 — 1988
Bachelor's degree, Finance, General
Investment Management October 2014 - Present
Euro Pacific Capital December 2009 - July 2014
Amiee Lynn July 2008 - December 2009
JPMorgan Chase October 2007 - July 2008
Skills
Bloomberg, Series 6, Series 63, Infusionsoft, CRM, Microsoft Office, Microsoft Excel, Adobe Acrobat, Photoshop, Photography, Illustrator, Marketing, PowerPoint, Analysis, Customer Service, Finance
Education
Fairfield University
Bachelor's degree
Natixis Global Asset Management July 2014 - Present
Financial Compass Group, LLC July 2012 - July 2014
Euro Pacific Capital December 2011 - July 2012
Skills
Investments, Equities, Series 7, Asset Management, Investment Strategies, Asset Managment, Series 63, Trading, Alternative Investments, Securities, Fixed Income, Customer Service, Series 66, LPL BranchNet, Morningstar Advisor..., eMoney, Uniform Combined State..., Pension Plans, 401(k), PowerPoint, Microsoft Office, Microsoft Word, Mutual Funds
Education
University of Massachusetts, Amherst
Legal Studies
Midtown Commercial Real Estate Co. June 2014 - August 2014
Sabal Financial Group LP June 2013 - August 2013
Euro Pacific Capital April 2012 - September 2012
Skills
Economics, Public Speaking, Microsoft Excel, Research, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Financial Analysis, Market Research, Financial Modeling, Marketing, Outlook, Statistics, Social Media, Analysis, Business Strategy, Finance
Education
University of Virginia School of Law 2012 — 2015
Doctor of Law (JD)
The George Washington University 2008 — 2012
Bachelor's Degree, Economics, 3.7/4.0
BBCN Investment Services August 2015 - Present
Panamera Capital February 2011 - March 2015
Euro Pacific Capital December 2007 - February 2011
Morgan Stanley June 2007 - December 2007
Wells Fargo Investments February 2006 - February 2007
Skills
Asset Allocation, Wealth Management, Investment Advisory, Investments, Financial Planning, Portfolio Manager
Education
University of California, San Diego
Bachelor's degree
loanDepot October 2013 - Present
American Advisors Group 2013 - 2014
Euro Pacific Capital 2012 - 2013
UBS Wealth Management 2011 - 2012
EWG 2008 - 2009
The Confession (Band) January 2004 - December 2007
Skills
Investments, Strategic Planning, Wealth Management, Banking, Sales, Loans, Entrepreneurship
Education
California State University-Fullerton - College of Business and Economics 2010 — 2012
Bachelor of Business Administration (B.B.A.)
AGI Innovations Inc October 2014 - July 2015
UCLA 2012 - 2013
UCLA September 2005 - September 2012
Euro Pacific Capital December 2011 - March 2012
California State University, Long Beach 2003 - 2005
CERN June 2004 - August 2004
Los Alamos National Laboratory June 2003 - August 2003
California State University, Long Beach 2002 - 2003
Skills
Research, Problem Solving, Physics, Mathematics, Programming, Teaching, C++, Microsoft Office, LaTeX, Data Analysis
Education
University of California, Los Angeles 2005 — 2012
Doctor of Philosophy (PhD), Physics
California State University-Long Beach 2000 — 2005
Bachelor of Science (BS), Physics and Mathematics
Lake Avenue Financial June 2014 - Present
Euro Pacific Capital September 2008 - May 2014
Edward Jones January 2008 - December 2008
Skills
Retirement Planning, Investments, Financial Planning, Wealth Management, Financial Advisory, Securities, Estate Planning, Portfolio Management, Investment Strategies, Finance, Protection Planning, Tax Planning, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, 401k, Fixed Annuities, Risk Management
Education
University of Southern California 2003 — 2007
Bachelor's Degree, International Relations Global Business
La Canada High School 1999 — 2003
High School
Lexington Investment Group August 2014 - Present
Show America March 2014 - September 2014
Euro Pacific Capital March 2014 - April 2014
Bapple Real Estate September 2013 - February 2014
T3 Trading Group, LLC June 2013 - July 2013
Skills
Statistical Arbitrage, R, VBA, C++, Python, Matlab, KDB+, Quantitative Finance, Trading Systems, Machine Learning, Credit Risk, Volatility, SQL, Brownian Motion, Equity Derivatives, Principal Component..., Economics, Microsoft Excel, Fixed Income, Financial Modeling, Trading Strategies, Probabilistic Models, Portfolio Management, Finance, Business Analytics, High Frequency Trading, Qualitative &..., Statistics, Market Structure, Automated Trading, Market Microstructure, Linear Regression, Data Analysis
Education
Fordham Gabelli School of Business 2015 — 2016
Masters of Science, Applied Statistics (Concentration- Quantitative Finance)
St. John's University 2010 — 2014
Bachelor of Science (BS), Economics
Lionsgate October 2014 - Present
Lionsgate May 2013 - October 2014
Euro Pacific Capital September 2011 - May 2013
DocuSign May 2011 - August 2011
Trane May 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Competitive Analysis, Finance, Market Research, Forecasting, Economics, Business Strategy, Analysis, Mergers, Equities, Business Analysis, Due Diligence, Investment Banking, Financial Accounting, Investments, Strategic Planning, Alternative Investments, Mergers & Acquisitions, Start-ups, Fixed Income, Comparable Analysis, Demand Forecasting, Golf, Soccer, Baseball, Football, Basketball, Investment Strategies, Corporate FP&A, DCF Valuation, Budget Modeling, P&L Forecasting, M&A Modeling, LBO, Accretion/dilution, Enterprise Valuation, GAAP, Investment Valuation, Market Intelligence, Financial Results, Variance Explanations, Requirements Gathering, Use Case Analysis, Water Skiing, Downhill Skiing, Wakeboarding, Snowboarding, Management
Education
Pepperdine University 2007 — 2011
Bachelor of Science (B.S.), International Business, Emphasis in Finance
Investment Banking Institute 2012 — 2012
Financial Modeling and Valuation
Fudan University 2010 — 2010
International Business
Imperial College of London 2009 — 2009
International Business
Weill Cornell Medical College April 2015 - Present
Memorial Sloan Kettering Cancer Center November 2013 - April 2015
Raymond James April 2010 - November 2013
Euro Pacific Capital December 2008 - April 2010
Skills
Microsoft Office, Financial Analysis, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Accounting, Data Entry, Research, Budgets, Fundraising, Community Outreach, Customer Service, Event Planning, Strategic Planning
Education
City University of New York-Brooklyn College 2014 — 2015
Master of Science (M.S.), Business Administration
CUNY Medgar Evers College 2011 — 2014
Bachelor of Science (BS), Accounting
Morgan Stanley June 2015 - August 2015
Euro Pacific Capital June 2013 - August 2013
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Financial Markets, Sales, Social Networking, Social Media, Telephone Skills, Teamwork, Training, Public Speaking, Leadership, Marketing, Access, Insurance, Time Management, Finance
Education
Louisiana State University
Bachelor of Science (BS), Business, General
OpenDoor 2015 — 2015
Bank of America Merrill Lynch 2015 Fall Wall Street Virtual Academy, Finance
Cherry Hill High School East 2008 — 2012
Diploma
IFS Securities February 2014 - Present
Euro Pacific Capital 2011 - 2013
Roth Capital Partners 2002 - 2008
Salomon Smith Barney 1999 - 2001
Skills
Investment Banking, Valuation, Equities, Equity Research, Alternative Investments, Equity Capital Markets, Financial Analysis, Bloomberg, Capital Markets, Investments, Fixed Income, Portfolio Management, Asset Managment, Corporate Finance, Venture Capital, Finance, Private Equity, Investment Strategies, Series 63, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Emerging Markets, Asset Management, Series 7, Trading, Due Diligence, Securities, Structured Finance, Equity Valuation
Education
University of California, Irvine
University of Oxford
KLR Group December 2013 - January 2015
Euro Pacific Capital January 2013 - November 2013
BMO Capital Markets 1996 - 2012
Skills
Wealth Management, Equities, Precious Metals, Quantitative Analytics, Retirement Planning, Banking, Loans, Asset Allocation, Equity Trading, Options Strategies, Project Finance, Financial Services, Management, Business Valuation, VBA, Restructuring, Commodity Markets, Capital, Financial Statement..., Financial Advisory, Stock Market, Divestitures, Joint Ventures, Metals, Entrepreneurship, Mining, Structured Finance, Fund Of Funds, M&A experience, Treasury Management, Mergers, Hedge Funds, Bloomberg, Investment Banking, Private Equity, Capital Markets, Trading, Investments, Due Diligence, Financial Modeling, Valuation, Asset Management, Financial Markets, Finance, Portfolio Management, Commodity, Equity Research
Education
St. Bonaventure University 1989 — 1993
Bachelor of Business Administration (BBA), Finance
20/20 Financial Advisers, LLC February 2014 - Present
Euro Pacific Capital January 2013 - February 2014
Merrill Lynch August 2011 - December 2012
Prudential Insurance November 2010 - August 2011
B/E Aerospace March 2003 - December 2009
GKN Chemtronics August 2002 - January 2003
GE Aircraft Engines August 2001 - August 2002
Skills
Process Improvement, Financial Analysis, Finance, Strategic Planning, Asset Management, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Series 7
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
Boston University 1996 — 2001
KCD 1990 — 1996
CFA Institute
Chartered Financial Analyst
H.C. Wainwright & Co., LLC March 2014 - Present
Euro Pacific Capital October 2012 - March 2014
J.P. Morgan May 2013 - August 2013
TD Bank Group February 2011 - October 2012
Skills
Credit, Portfolio Management, Asset Management, Financial Services, Financial Modeling, Corporate Finance, Financial Analysis, Banking, Fixed Income, Wealth Management, Investments, Series 7
Education
Sacred Heart University 2010 — 2014
Bachelor's degree, Finance & Economics
Euro Pacific Capital April 2014 - Present
B. Riley & Co. July 2013 - February 2014
C.K.Cooper & Company August 2011 - June 2013
Center for Study in Emerging Markets- California State University, Fullerton August 2010 - December 2010
Center for Insurance Studies-California State University Fullerton January 2010 - December 2010
Dawnay Day AV Analytics June 2006 - October 2008
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Equity Research, Due Diligence, Investments, Portfolio Management, Mergers, Risk Management, Finance, DCF, Analysis, Competitive Analysis, Capital Markets, Financial Analysis, Equities, Equity Valuation, Private Equity, Bloomberg, Financial Risk, Financial Markets, Mergers & Acquisitions, Asset Management, Economics, Fixed Income, Accounting
Education
California State University-Fullerton - College of Business and Economics 2009 — 2011
MBA, Finance
University of Mumbai 2004 — 2006
MMS, Finance
CellBreeze, LLC June 2013 - Present
Atlas Campaign Strategies March 2012 - Present
Euro Pacific Capital July 2012 - February 2013
Ron Paul 2012 Presidential Campaign July 2011 - March 2012
Campaign for Liberty January 2011 - June 2011
University of Arkansas August 2006 - January 2011
Campaign for Liberty August 2010 - December 2010
Skills
Political Campaigns, Public Speaking, Research, Non-profits, Politics, Social Media, Event Planning, Political Science, Fundraising, Public Policy, Public Relations, Microsoft Excel, Policy Analysis, Grassroots Organizing, Facebook, Social Networking, Microsoft Office, PowerPoint, Microsoft Word, Event Management, Leadership, Nonprofits, Press Releases, Spanish, Blogging, Sales, Management, Analysis
Education
University of Arkansas
Griffin Capital Securities November 2012 - Present
Euro Pacific Capital March 2011 - November 2012
MetLife International January 2010 - August 2010
MetLife Investors November 2000 - December 2009
MetLife Investors Distribution Company November 2000 - December 2009
AXA Distributors October 1999 - November 2000
AXA Distributors July 1998 - October 1999
Skills
Call Center, Annuity, Start-ups, Series 7, Insurance, Sales Management, Coaching, Series 24, Training, Mergers & Acquisitions, Investments, Management, Risk Management, Fixed Annuities, Sales, Asset Management, Product Development, Securities, Call Centers, Investment Advisory, Business Development, Financial Advisory, Life Insurance, Retirement Planning, Finance, Analysis, Leadership, Program Management, Recruiting, Retirement, Wealth Management, CRM, Variable Annuities, Sales Operations, Long-term Care, Relationship Management, Selling, Financial Services, Mutual Funds, Series 63, 401k, Executive Management, Marketing Strategy, Asset Allocation, Strategic Financial..., FINRA, Portfolio Management, Marketing, Alternative Investments
Education
California State Polytechnic University-Pomona
B.S., Finance, Real Estate & Law
Champlain Investment Partners, LLC September 2015 - Present
Euro Pacific Capital May 2009 - August 2015
Accenture May 2007 - January 2009
WaMu 2005 - 2007
Euro Pacific Capital December 2003 - May 2005
H&R Block February 2002 - December 2003
Brookstreet Securities Corporation September 1995 - January 2002
Education
Sonoma State University 1988 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
University of the Pacific 1987 — 1988
Communication and Media Studies
B.T. Bowler & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. September 2012 - Present
Edward Jones February 2012 - September 2012
TD Ameritrade March 2010 - April 2011
Euro Pacific Capital March 2008 - March 2010
Merrill Lynch February 1997 - June 2006
Education
Fairfield University 1991 — 1996
B.A., English/ Economics
The Gunnery 1989 — 1990
Darien High School 1986 — 1989
Logi Gold January 2014 - Present
Merrill Lynch June 2012 - December 2013
Euro Pacific Capital November 2010 - July 2011
First Command Financial Planning March 2010 - July 2011
Skills
Investments, Portfolio Management, Financial Advisory, Mutual Funds, Series 7, Alternative Investments, Asset Management, Financial Modeling, Series 63, Economics, Series 65, Asset Managment, Venture Capital, Hedge Funds, Writing Newsletters, Sales, New Business Development, Project Management
Education
George Mason University 2003 — 2006
Master of Arts (M.A.), International Business/Trade/Commerce
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (BS), American Government and Politics (United States)
Angelo, Gordon & Co. January 2015 - Present
ICON Investments January 2014 - December 2014
ICON Investments May 2012 - January 2014
Euro Pacific Capital May 2010 - May 2012
Creative Financial Staffing October 2007 - April 2010
Bank of New York Mellon June 2007 - September 2007
Skills
Email Marketing, Graphic Design, Online Marketing, Direct Marketing, Marketing Communications, Project Management, Adobe Creative Suite, Lead Generation, Database Marketing, Event Planning, Vendor Management, Alternative Investments, Presentation Design, Financial Services, BDCs, CRM, Social Networking, Analytics, Microsoft Excel, Finance, Marketing
Education
Boston University Questrom School of Business 2003 — 2007
Bachelor of Science in Business Administration, Finance, Accounting
Boston Latin School 1997 — 2003
Euro Pacific Capital September 2007 - Present
Education
University of California, Berkeley 1984 — 1989
Centinel Consulting October 2011 - Present
SchiffGold LLC 2010 - Present
Euro Pacific Capital January 2009 - Present
Daniels Corporation June 2007 - August 2008
Skills
Marketing Communications, Online Research, Customer Relations, Writing, Public Relations, Direct Marketing, Online Marketing, Strategic Planning, Social Media, User Interface Design, Economics, Financial PR, Public Speaking, Customer Service, Blogging, Budgets, Entrepreneurship, Marketing, Social Networking, Email Marketing, Strategic Communications, Fundraising, Media Relations, Editing, Facebook, Speech Writing, Social Media Marketing, Copywriting, Copy Editing
Education
Tulane University 2004 — 2007
BA
Scottrade July 2014 - Present
Euro Pacific Capital 2011 - Present
TD Ameritrade January 2008 - January 2011
Fidelity Investments 2003 - 2007
Skills
Series 63, Series 7, Investments, Wealth Management, Securities, Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Equities, Mutual Funds, Finance, Investment Advisory, Financial Planning, Financial Services, Retirement, Fixed Income, Management, Alternative Investments, Investment Strategies, Insurance, Trading
Education
Regis University 1994 — 1998
B.S in B.A, Business
Fairfield Prep 1990 — 1994
Euro Pacific Capital March 2012 - Present
Euro Pacific Capital March 2010 - March 2012
Department of Veterans Affairs November 2007 - February 2010
Merrill Lynch June 2008 - August 2008
A.G. Edwards June 2007 - August 2007
Tax Services of Milford June 2006 - November 2006
Skills
Series 7, Microsoft Excel, Series 63, Microsoft Office, Bloomberg, PowerPoint, Microsoft Word, Fixed Income, Finance, Problem Solving, Corporate Actions, Series 24, Outlook, Quick Study, Analysis, Time Management, Analytical Skills, Thomson One, Equities
Education
Sacred Heart University 2005 — 2009
B.S.
Fairfield County Bank January 2014 - Present
Euro Pacific Capital June 2007 - September 2013
Skills
Customer Service, Equities, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Management
Education
Johnson and Wales University 1995 — 1999
Hospitality Sales and Meeting Management
School name:
Brakke-Schafnitz Insurance Brokers, Inc. - SIGNATURE Insurance Group August 2015 - Present
Russ Gunn Insurance Agency, Inc. July 2014 - August 2015
Newport Coast Securities Inc. October 2011 - July 2014
Allstate Insurance Co. N. America January 2011 - October 2011
Euro Pacific Capital August 2006 - November 2009
Monarch Financial Services January 1999 - December 2006
Municorp of California March 1983 - February 1990
Skills
Asset Managment, Insurance, Fixed Annuities, Securities, Series 63, Disability Insurance, Long-term Care, Bonds, Risk Management, Options, Property & Casualty..., Trading, Management, Whole Life, Series 24, Equity Trading, Retirement Planning, Asset Management, Investments, Retirement
Education
UCSD 1981 — 1984
Economics
Grossmont College
Associate of Arts (A.A.), Pre-Medicine/Pre-Medical Studies
Euro Pacific Capital May 2009 - Present
Education
Southern Connecticut State University 2002 — 2007
B.S., Finance
Euro Pacific Capital March 2010 - Present
Education
New York Law School 1996 — 1999
Juris Doctor, Law, Political Science, Economics
Brecksville
KPMG October 2012 - Present
Self employed September 2008 - May 2012
Euro Pacific Capital October 2010 - March 2011
Consolidated Management Group June 2010 - August 2010
Upward Bound September 2009 - May 2010
All About Paws June 2009 - August 2009
Geraldine Johnson Elementary September 2006 - May 2009
Skills
Auditing, Payroll
Education
Sacred Heart University, John F. Welch College of Business 2010 — 2012
Master of Business Administration, Finance
Sacred Heart University, John F. Welch College of Business 2006 — 2010
Bachelor of Science, Accounting
University of Notre Dame 2009 — 2009
Certificate, International Studies
Euro Pacific Capital 2010 - 2011
Education
California State University-Northridge 2008 — 2010
BS, Finance
Euro Pacific Capital January 2014 - Present
Skills
Customer Service, English, Insurance, Equities, Investments, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, PowerPoint, Research, Series 63, Series 7, Wealth Management, Windows, Financial Services, Strategic Planning
Education
University of Southern California
Metro Transit Security / Securitas October 2010 - Present
South Point Hotel & Casino January 2007 - June 2010
WM Financial Services June 2001 - June 2006
Euro Pacific Capital June 2000 - June 2001
Morgan Stanley January 1999 - June 2000
Skills
Finance, Surveillance, Equities, Securities, Insurance, Casino, Risk Management, Gaming Industry, Training, Analysis, Financial Risk, Policy, Trading, Portfolio Management, Financial Analysis, Financial Markets, Retirement Planning, Banking, Supervisory Skills, Mutual Funds, Operations Management, Derivatives
Education
San Diego State University-California State University
Business Administration and Management, General
PricewaterhouseCoopers January 2013 - Present
Euro Pacific Capital March 2011 - November 2012
Englewood Hospital and Medical Center June 2009 - September 2009
Education
Sacred Heart University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Sacred Heart University 2006 — 2010
Bachelor of Science (B.S.), Accounting