First Empire Securities, Inc
Industry: Company
DescriptionFounded: 1984 Parent organization: First Empire Holding Corp.
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First Empire Securities, Inc Employees
New York Mets December 2014 - Present
United States Tennis Association August 2014 - September 2014
New York Mets May 2013 - August 2013
Sports Authority May 2011 - May 2013
First Empire Securities, Inc June 2012 - August 2012
Skills
Facebook, Retail, Outlook, Marketing, Time Management, Teamwork, Management, CRM, Team Building, Event Planning, Leadership, Event Management, Public Speaking, Customer Satisfaction, Social Networking, Public Relations, Advertising, Microsoft Office, Customer Service, Sports Marketing, Research, Marketing Strategy, Google Docs, Email Marketing
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor of Science (BS) in Business Admnistration (AACSB Accredited), Marketing concentration, Economics minor, Graduated
Smithtown High School West 2006 — 2010
Bessemer Trust January 2014 - Present
First Empire Securities, Inc June 2012 - August 2012
Skills
Editing, Financial Modeling, Leadership, Marketing, Public Speaking, Research
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2015
Master of Science (MS), Accounting
LIU Post 2013 — 2015
Accounting
Skidmore College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Anglo-American University, Prague 2011 — 2011
Moody's Investors Service June 2012 - Present
First Empire Securities, Inc August 2011 - June 2012
First Empire Securities, Inc May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets
Education
Smithtown High School 2002 — 2006
High School Diploma
Siena College
Bachelor of Science (B.S.), Finance, General
ZenithOptimedia Group I The ROI Agency August 2015 - Present
ZenithOptimedia Group I The ROI Agency February 2015 - August 2015
VivaKi September 2014 - February 2015
VivaKi September 2013 - September 2014
First Empire Securities, Inc June 2013 - August 2013
Whitsons Culinary Group August 2012 - June 2013
SUNY Albany January 2013 - January 2013
Whitsons Culinary Group June 2004 - September 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, Teamwork, Public Speaking, PowerPoint, Access, Analysis, Outlook, Microsoft Word, Research, Java, English, SQL, R, Spanish-speaking, Statistics, Spanish, Data Science, Python
Education
SUNY Albany 2009 — 2013
Bachelor of Science (B.S.), Mathematics, Concentrations in Computer Science and Business Administration
Florence University of the Arts
Italian Language and General Study
First Empire Securities, Inc September 1989 - Present
Chase Manhattan Corp 1988 - 1988
EF Hutton June 1984 - December 1987
Skills
Finance, Mortgage Analytics, Options, Options Strategies, Option Pricing Models, Macroeconomics, Microeconomics, Management, Equities, Baseball, Fixed Income, Bonds, Trading, Securities, Capital Markets, Bloomberg, Series 7, Investments, Hedge Funds, Portfolio Management, Asset Management, Derivatives
Education
SUNY at Buffalo 1980 — 1983
Bachelor of Science (BS), Accounting and Business/Management
University at Buffalo
Bachelor's degree, Accounting and Finance
Goldman Sachs August 2015 - Present
Capco July 2013 - August 2015
Outsource Consultants, Inc. December 2011 - July 2013
JPMorgan Chase October 2009 - October 2010
Astoria Federal Savings 2008 - October 2009
First Empire Securities, Inc April 2008 - September 2008
Skills
Social Media, Account Management, CRM, Management, Microsoft Excel, Microsoft Office, Series 63, Credit, Social Networking, Series 7, Insurance, Banking, Windows, OS X, Customer Relations, Organizing, Mac OS X, Trading Systems, Wealth Management, Financial Analysis, Operations Management, Management Consulting, Risk Analysis, Operational Risk..., Consulting, Sales, Financial Services, Finance, Project Management
Education
New York University
Bachelor of Science
First Empire Securities, Inc. May 2014 - Present
Bryant Sheftick, C.P.A. November 2013 - April 2014
Stony Brook University January 2012 - November 2013
Han Kyung Accounting June 2013 - August 2013
Jackson-Hewitt Tax Agency January 2013 - April 2013
Town of Babylon June 2010 - July 2012
Stony Brook University August 2010 - January 2011
Skills
Bilingual-Spanish, Accounting, Excel, Microsoft Works, Microsoft Office, Public Speaking, Audio, Visual Basic, QuickBooks, Microsoft Excel, Management, Access, Financial Statements, Leadership
Education
State University of New York at Stony Brook 2010 — 2014
Business Management/Spanish/Accounting, Accounting and Business/Management, GPA: 3.6 Accounting GPA: 3.8
Yonsei University 2013 — 2013
Korean Language and Literature
University of Seoul 2012 — 2012
Environmental Studies / Korean Language, 4.0
Wales Darby Inc. September 2014 - Present
American Portfolios February 2014 - August 2014
Right Financial Advisor, Inc. February 2014 - August 2014
First Empire Securities, Inc. September 2012 - January 2014
Clarks March 2010 - January 2012
Skills
Marketing Strategy, Marketing, Customer Service, New Business Development, Media Relations, Finance, Social Media Marketing, Marketing Communications, Sales Operations, Facebook Marketing, Google Adwords, Proposal Writing, Trade Shows, Financial Services, Securities, Financial Reporting, European History, PowerPoint, Bloomberg Terminal, Bloomberg, Asset Management, Time Management, Wealth Management, Investment Strategies, Equities, Fixed Income, Mutual Funds, Financial Analysis
Education
Stony Brook University
Bachelor of Arts (B.A.), European History
Head Injury Association October 2013 - Present
Rite Aid Pharmacy July 2008 - June 2014
CVS Pharmacy May 2006 - May 2008
First Empire Securities, Inc May 2007 - August 2007
Skills
Information Technology, Router Configuration, Routing Protocols, Cisco Routers, Windows 7, Windows Server, MySQL, Microsoft Exchange, Active Directory, Computer Hardware, Customer Service, Hardware, Data Entry, Microsoft Office, Microsoft Excel, Microsoft SQL Server, Microsoft Word, Operating Systems, SQL, VMware, Troubleshooting, Project Management, PowerPoint, Pharmacy
Education
Briarcliffe College 2011 — 2012
Associate's degree, Information Technology, 3.4
SUNY at Buffalo 2005 — 2007
Suffolk County Community College 2002 — 2005
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Travis Credit Union November 2014 - Present
Brean Capital, LLC March 2013 - June 2014
First Empire Securities, Inc. April 2010 - March 2013
CU Investment Solutions LLC January 2008 - March 2010
The Greco Group Inc. July 2001 - January 2008
Empire Corporate Federal Credit Union January 1993 - July 2001
Skills
Fixed Income, Capital Markets, Portfolio Management, Investments, Bonds, Securities, Series 7, Investment Advisory, Finance, ALM, Bloomberg, Trading, Financial Analysis, Financial Markets, Asset Managment, Financial Services, Buy-side, Institutional..., Sell Side, Financial Institutions, Marketing Communications, New Business Development, Relationship Management, Investment Strategies, Interest Rate..., Strategy, Asset Management, Corporate Finance, Banking, ABS, Funding, Structured Products, Interest Rate Risk..., Series 63, Treasury, Risk Management, Money Market, Investment Management, Strategic Financial..., Credit Unions
Education
Clarkson University
BS
First Empire Securities, Inc. February 2008 - Present
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Portfolio Management, Financial Modeling, Capital Markets, Investments, Securities, Asset Management, Series 7, Strategic Financial...
Education
State University of New York at Albany 1999 — 2003
Bachelor of Science (B.S.), Mathematics, Economics, Finance
PwC July 2015 - Present
Northeastern University September 2014 - December 2014
PwC January 2014 - May 2014
PwC June 2013 - September 2013
PwC January 2013 - May 2013
First Empire Securities, Inc June 2012 - July 2012
PwC January 2012 - May 2012
First Empire Securities, Inc May 2011 - August 2011
Commack North Little League April 2006 - June 2009
Skills
Accounting, Auditing, Microsoft Excel, Financial Reporting, Microsoft Word, PowerPoint, Accounts Payable, External Audit, Financial Accounting, Financial Analysis, Tax, Access, Outlook, Navision, Aura, Word, DCF Valuation, Financial Modeling, Google Docs, Student Leadership, Hedge Funds, Derivatives, Due Diligence
Education
Northeastern University 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance, Cum Laude
Commack High School 2006 — 2010
Advanced Regents Diploma with Honors
CTS Global Marketing LLC. 2012 - Present
First Empire Securities, Inc. 2014 - 2015
Alliance Brokerage Corp. 2012 - 2014
Global Warranty Group LLC 2007 - 2012
SPG International Inc. 2004 - 2007
Twinlab/Bronson Laboratories 1997 - 2004
First Priority Group Inc. 1991 - 1997
Island Direct Marketing Inc. 1987 - 1991
Skills
CRM, Product Marketing, Start-ups, Social Media Marketing, Marketing Strategy, Email Marketing, Digital Marketing, Direct Marketing, SEM, Strategic Partnerships, Marketing Management, Brand Development, Advertising, Marketing, Strategy
Education
City University of New York
BS, Business Management
Mutual of Omaha September 2012 - Present
Mutual of Omaha February 2013 - January 2015
First Empire Securities, Inc September 2007 - May 2010
CUNA Mutual Group June 1994 - May 2007
Skills
Recruiting,Training and..., Insurance, Disability Insurance, Health Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Employee Benefits, Sales Management, Sales, Account Management, Cold Calling, Managed Care, Strategic Financial..., Financial Services, Financial Advisory, Training, Retirement Planning, 401k, Leadership, Financial Planning
Education
The University of Texas at Arlington 1975 — 1979
Management/ Marketing, Management/ Marketing, 3.7
The University of Texas at Arlington 1975 — 1979
Management/ marketing, Business
Arlington high Scool 1972 — 1975
Arlington High School
Davis Polk & Wardwell LLP July 2014 - Present
First Empire Securities, Inc June 2013 - August 2013
Lacrosse Camp Counselor/Trainer July 2011 - July 2012
Lacrosse Unlimited May 2010 - August 2010
Skills
International Relations, Political Economy, Economics, SAS programming, Microsoft Word, Research, Microsoft Excel, Public Speaking, PowerPoint, Facebook, Leadership, Editing
Education
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs, Graduated
Charles University in Prague 2012 — 2012
International Relations and Affairs
Saint Anthony's High School 2006 — 2010
High School Diploma
Aristone Capital Management March 2013 - Present
First Empire Securities, Inc March 2011 - January 2013
Cohen & Co. March 2010 - December 2010
Chapdelaine Credit Partners June 2009 - March 2010
UBS Principal Finance September 2007 - June 2008
EMF Finanacial Products LLC October 2002 - August 2007
Skills
Hedge Funds, Portfolio Management, Investments, Securities, Alternative Investments, Equities, Mutual Funds, Derivatives, Investment Banking, Capital Markets, Investment Strategies, Asset Managment, Credit Derivatives, Bloomberg, High Yield, Bonds, Corporate Finance, Finance, Valuation, Investment Management, Trading, Financial Reporting, Financial Statement..., Accounting Policies, Strategic Planning, Regulatory Compliance, Generally Accepted..., GAAP, Variance Analysis, Internal Controls, Risk Management, Purchasing, Financial Systems...
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance/Management
University of Pennsylvania - The Wharton School
Bachelor's Degree, Economics
Ancon Gear and Instrument Corporation May 2014 - Present
Boy Scouts of America April 2013 - Present
First Empire Securities, Inc. June 2015 - August 2015
Binghamton University September 2014 - May 2015
Boy Scouts of America at Onteora Scout Reservation June 2010 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Microsoft Access, Vista, Social Media, Access
Education
Binghamton University 2013 — 2016
Bachelor's Degree, Financial Economics
Massapequa High School 2009 — 2013
High School
Bowles Liberman & Newman LLP December 2013 - Present
di Santo Bruno, LLP September 2013 - December 2013
Alma Realty Corporation May 2013 - October 2013
Cardozo Tax Clinic January 2013 - May 2013
Law Offices of Stecklow Cohen & Thompson May 2012 - September 2012
First Empire Securities, Inc. May 2011 - September 2011
Skills
Research, Legal Writing, Microsoft Office, Public Speaking, Microsoft Word, Legal Research, Teaching, PowerPoint, Entertainment Law, Lexis, Trials, Copyright Law, Editing, Westlaw, Commercial Litigation, Appeals, Corporate Law, Intellectual Property
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Doctor of Law (J.D.)
New York University 2007 — 2010
Bachelor of Arts (B.A.), Political Sc
First Empire Securities, Inc. August 2015 - Present
Long Island Elite Lacrosse Instruction July 2015 - Present
New York Lizards May 2015 - Present
Team Revolution Lacrosse June 2014 - Present
Prudential Financial June 2014 - September 2014
University Tutorial Program September 2013 - June 2014
Lacrosse Unlimited February 2010 - August 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Sports, Event Planning, Facebook, Sales, Team Building, Public Speaking, Social Media
Education
Hofstra University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.75/4.0
Shoreham-Wading River High School 2007 — 2011
Torque Cycling & Fitness January 2015 - Present
Equinox November 2014 - Present
FTI Consulting September 2010 - November 2014
FIRST EMPIRE SECURITIES, INC May 2008 - January 2010
Skills
Fitness, Personal Training, Fitness Training, Fitness Instruction, Long Distance Running, Running, Holistic Health, Wellness, SPIN, Weight Loss Coaching
Education
Institute of Integrative Nutrition 2013 — 2014
Certificate, Holistic Health
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts, Communication
The Ashley Collection November 2014 - Present
Maryland Public Television April 2012 - Present
Krupa Grocery April 2014 - December 2014
Pearl & Ash restaurant January 2014 - March 2014
EMM Group Inc November 2012 - January 2014
Craftbar June 2009 - January 2013
Stanczyk Cherpakov Casting May 2008 - October 2008
First Empire Securities, Inc. 2007 - 2008
Sweet 180 Talent Management March 2007 - September 2007
Skills
Acting, Voice Over, Singing, Accents, Voice Acting, Dance, Mac OS X, Microsoft Office, Film, Music, Entertainment, Improvisation, Stage, Drama, Plays, Comedy
Education
New York University 2007 — 2010
Bachelor of Fine Arts (BFA), Acting
Maggie Flanigan Studio 2010 — 2012
Certificate of Completion, Acting
Och-Ziff Capital Management September 2015 - Present
Friedman LLP July 2014 - September 2015
Friedman LLP July 2013 - June 2014
Friedman LLP July 2012 - June 2013
Friedman LLP November 2011 - June 2012
First Empire Securities, Inc 2006 - October 2011
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
JPMorgan Chase March 2014 - Present
First Empire Securities, Inc June 2012 - December 2013
Morgan Keegan May 2009 - April 2012
JP Morgan January 2008 - January 2009
JPMorgan 2000 - 2007
Smith Barney 1996 - 2000
Skills
Equities, Series 7, Securities, Electronic Trading, Series 63, Equity Trading, Hedge Funds, Options, Traders, Investment Banking, Alternative Investments, Risk Management, Market Data, Asset Management, Equity Research, Fixed Income, Bloomberg, Trading, Investments, Derivatives, FINRA, Capital Markets, Portfolio Management, Bonds, Trading Systems, Financial Markets, Investment Strategies, ETFs, Series 24, Structured Products, Mutual Funds, Investment Advisory, Valuation, Equity Derivatives, Asset Allocation
Education
Fordham University
Holy Cross High School
Military AutoSource May 2014 - Present
Lord & Taylor April 2013 - May 2014
First Empire Securities, Inc October 2012 - April 2013
Apex Staffing June 2012 - October 2012
Leviton June 2009 - June 2012
Katz Zlotnick Associates May 2006 - August 2008
Skills
SPSS, Microsoft Office, ACT, Relius Administration, Passport, Lotus Notes, ADP, Recruiting, Survey Design, Organizational..., Teamwork, System Administration, Social Media, CHRIS, Data Analysis, HRIS, Onboarding, ADP Payroll, Employee Benefits, PowerPoint, Microsoft Excel, Training, Employee Relations, Interviews, Performance Management
Education
Hofstra University 2010 — 2013
Master of Arts (M.A.), Industrial Organizational Psychology
University at Buffalo 2004 — 2008
Bachelors of Art, Psychology
Tabor Retreat Center January 2015 - Present
Northshore-LIJ Health System 2014 - 2014
UBM Tech 2013 - 2013
First Empire Securities, Inc 2009 - 2012
FatWire Software 2007 - 2009
Nu Horizons Electronics 2003 - 2007
Ruder Finn 2000 - 2003
Skills
Marketing Communications, Marketing Management, Marketing, Public Relations, Email Marketing, B2B, Business Development, Product Marketing, Trade Shows, Direct Marketing, Marketing Strategy, Internal Communications, Advertising, Account Management, Integrated Marketing, Strategic Planning, Lead Generation, Event Planning, Competitive Analysis, Web Analytics, Corporate Communications, CRM, Google Analytics, Website Development, Graphic Design, Budget Reconciliation, Dreamweaver, HTML, Web Development, Eloqua, Salesforce.com, Non-profit Volunteering, Non-profit Program...
Education
St. John's University
B.S., Marketing, Psychology
Cameron Engineering & Associates, LLP September 2010 - Present
THE LIRO GROUP October 2009 - September 2010
First Empire Securities, Inc June 2007 - October 2009
THE LIRO GROUP June 2005 - June 2007
Greenman-Pedersen, Inc. November 2002 - June 2005
Advanced Risk Management Solutions Ltd June 1994 - September 2001
Skills
Marketing Communications, Social Media Marketing, Microsoft Office, Advertising, Public Relations, New Business Development, Marketing Strategy, Marketing, Market Research, Business Development, Marketing Management
Education
State University of New York College at Oneonta
Bachelor of Science, Food and Business/Business Minor
Pearson April 2015 - Present
Cambridge University Press August 2014 - December 2014
Cambridge University Press June 2014 - August 2014
First Empire Securities, Inc October 2012 - May 2014
Emurg January 2012 - January 2013
fishbat May 2012 - October 2012
Bob's Stores May 2010 - September 2011
Kohl's Department Stores November 2009 - January 2010
Skills
Blogging, Creative Writing, WordPress, Editing, Journalism, SEO, Editorial, AP Style, Marketing, Magazines, News Writing, PowerPoint, Sales, Microsoft Word, Customer Service, Wordpress, Video, Social Media Marketing, Facebook
Education
Dowling College 2012 — 2014
Bachelor of Arts (B.A.), English: Creative Writing, 4.0
Suffolk County Community College 2010 — 2011
Associate of Arts (A.A.), Communications and Media Arts: Journalism
FIG Partners September 2014 - Present
RBC Wealth Management July 2012 - July 2014
out of work December 2011 - July 2012
Colonial Fund September 2011 - November 2011
First Empire Securities, Inc October 2010 - August 2011
Great South Bay trading LLC November 1998 - August 2008
UBS September 1995 - October 1998
Bear Stearns January 1990 - August 1995
Skills
Series 7, Series 63, Equities, Trading, Securities, Hedge Funds, Options, Bloomberg, Equity Trading, Electronic Trading, Fixed Income, Capital Markets, Alternative Investments, Investments, Asset Management, Portfolio Management, Financial Markets
Education
University of Rhode Island 1981 — 1985
None, Political Science
west islip high school 1978 — 1981
regents, Regents
Ahlers Designs February 2015 - Present
Three Village Central Schl Dst December 2014 - Present
Mount Sinai School District June 2014 - August 2014
First Empire Securities, Inc December 2012 - August 2013
Carnival Italian Restaurant January 2009 - August 2013
First Empire Securities, Inc. June 2012 - August 2012
Skills
Microsoft Word, Research, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, GoToMeeting, GoToWebinar, Public Speaking, Teamwork, Social Networking, Facebook, Customer Service, Photoshop, Event Planning, Time Management, Leadership
Education
Roger Williams University 2011 — 2015
Bachelor's Degree, Business Management
Leadership Rhode Island 2014 — 2014
College Leadership Rhode Island, Class of 2014
National University of Ireland, Galway 2014 — 2014
Semester Abroad, International/Global Studies
BTIG, LLC March 2014 - Present
First Empire Securities, Inc May 2010 - March 2014
Skills
XML, Spring, C#, Microsoft SQL Server, JavaScript, ASP.NET, .NET, SQL, VB.NET, Software Development, Visual Basic, MySQL, VBA, Fixed Income, HTML, Databases, Trading Systems, ASP, CSS
Education
Stony Brook University 2006 — 2010
BS, Computer Science
A&A Retailers LLC October 2013 - Present
Allstate Insurance November 2008 - Present
First Empire Securities, Inc June 2007 - November 2008
Kurt Weiss Greenhouses Inc. January 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Access, SAP Business Software, SAP, Tableau, Microsoft Word, Vlookup, PowerPoint, Pivot Tables, Tactician, Bloomberg Software, BondEdge, C/C++ STL, Lotus Notes, Great Plains Software
Education
State University of New York at Stony Brook 2002 — 2006
Bachelor of Science (B.S.), Applied Mathematics and Statistics
J.P. Morgan December 2014 - Present
J.P. Morgan July 2013 - December 2014
J.P. Morgan June 2011 - July 2013
J.P. Morgan June 2010 - August 2010
The City University of New York - Central Office June 2009 - June 2010
First Empire Securities, Inc November 2009 - May 2010
BMO Capital Markets January 2009 - January 2009
Skills
Fixed Income, Investment Banking, Trading, Options, Equities, Financial Modeling, Bloomberg Terminal, Bloomberg, Corporate Finance, Access, Financial Analysis, PowerPoint, Due Diligence, Microsoft Excel, Financial Reporting, Microsoft Office, Accounting, Outlook, Derivatives, Foreign Exchange, Risk Management, Consulting, Marketing, Strategy, Sales, Automotive, Project Management, Research, SNL, Analysis, Banking, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Major: Finance and Investments; Minor: Interdisciplinary Studies of NYC, 3.97 / 4.00
Long Island Lutheran High School 2003 — 2007
High School Diploma with Honors, 97.49 / 100.00
First Empire Securities, Inc September 2012 - Present
First Empire Securities, Inc August 2007 - September 2012
Skills
Bloomberg, Financial Analysis, Series 7, Financial Modeling, Department Budgeting, Variance Analysis, Fixed Income, Bonds, Portfolio Management, Forecasting, Asset Management, Investments
Education
Southern Connecticut State University
Bachelor of Science (BS), Business Administration, Finance
Swiss Re December 2013 - Present
First Empire Securities, Inc. February 2009 - November 2013
Deloitte Corporate Finance LLC July 2006 - September 2008
Business Risk Technologies, Inc. September 2003 - June 2006
Fox-Pitt, Kelton Inc. May 1998 - September 2003
Skills
Corporate Finance, Asset Management, Investment Banking, Insurance, Financial Services, Strategy, Mergers & Acquisitions, Securities, Financial Risk, Portfolio Management, Financial Institutions, Strategic Financial..., Mergers, Investments, Investment Strategies, Valuation, Capital Markets, Alternative Investments, Wealth Management, Fixed Income, Bonds, Acquisitions, Business Development, Financial Analysis, Equities, Financial Modeling, Mortgage Lending, Hedge Funds, Valuations, Capital Raising, Financial Advisory, Banking, Insurance Brokerage, Loans, Risk Management, Client Relationship..., Strategic Advisory..., Investment Portfolio..., Financial Technology, Reinsurance
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Finance and Accounting
Dartmouth College 1984 — 1988
BA, Economics
CBRE June 2011 - Present
Oakland Athletics June 2006 - July 2010
First Empire Securities, Inc 2009 - 2009
Skills
Real Estate, Financial Analysis, Microsoft Excel, PowerPoint, Sales
Education
Le Moyne College 2002 — 2006
BS, Finance
Commack High 1998 — 2002
First Empire Securities, Inc September 2010 - Present
Zeus Securities December 2009 - September 2010
Sanders Morris Harris January 2006 - December 2006
Advest, Inc. July 2003 - December 2005
DebtTraders September 2002 - July 2003
Merrill Lynch September 1984 - September 2002
Skills
Fixed Income, Capital Markets, Trading, Securities, Bonds, Certificates of Deposit, Electronic Trading, Financial Markets, Bloomberg, Trading Systems, Investments, High Yield, Portfolio Management, Wealth Management, Investment Strategies, Asset Management, Hedge Funds, Financial Services, Series 7, Options, MBS, Equities, Alternative Investments, Derivatives
Education
University at Buffalo 1980 — 1984
B.A., Economics & Computer Science
Newfield High School 1977 — 1980
First Empire Securities, Inc. September 2015 - Present
HungerPass May 2015 - September 2015
Lewin Goodman & Baglio LLP December 2012 - April 2015
Retro Fitness May 2014 - September 2014
Gold Coast Detailing April 2011 - November 2012
Falcons Baseball Camp August 2011 - September 2011
Locust Valley Central School District September 2009 - June 2011
Skills
Mac OS, Microsoft Operating..., Sales Presentations, Microsoft Excel, Microsoft Word, PowerPoint, Basic HTML, HootSuite, Insightly, Minitab, Health Conscious, Student Athlete, Blogging, Facebook, Instagram, Twitter
Education
Hofstra University 2012 — 2016
Bachelor's Degree, Legal Studies of Business
First Empire Securities, Inc. June 2015 - Present
BGC Partners April 2010 - September 2014
BGC Partners February 2008 - April 2010
Professional Athlete August 2005 - May 2007
Skills
Bloomberg, Financial Modeling, Fixed Income, Sales, Capital Markets, Equities, Derivatives, Asset Management, Investments, Financial Markets, Hedge Funds
Education
Sacred Heart University 2000 — 2004
Bachelor of Business Administration (BBA)
TIAA-CREF Asset Management October 2014 - Present
First Empire Securities, Inc. April 2014 - August 2014
Northwestern Mutual December 2013 - April 2014
Skills
Time Management, Financial Analysis, Fixed Income, Product Management, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Teamwork, Sales, Communication, Social Networking, Strategic Thinking, Portfolio Management, Stock Trading, Insurance, Morningstar
Education
State University of New York at Stony Brook 2010 — 2014
Bachelor's Degree, Economics
Bayside High School 2006 — 2010
High School, General Studies
REVOLVE June 2015 - Present
Rent The Runway September 2014 - December 2014
alice + olivia May 2013 - August 2013
The Globe Showroom May 2012 - August 2012
First Empire Securities, Inc May 2011 - August 2011
Skills
PowerPoint, Word, Excel, Snagit Editor, Cisionpoint, Constant Contact, Organizational Skills, Leadership, Communication Skills, Reliability, Punctual, Self-driven, Microsoft Word, Social Networking, Microsoft Excel, Photoshop, Communication, Blogging, Social Media, Event Planning, Time Management, Microsoft Office, Social Media Marketing, Customer Service, Facebook
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor's Degree, Business Communication and a Certificate in International Business
The American University of Rome 2012 — 2012
Study Abroad for Fall 2012 Semester
McGladrey December 2014 - Present
NY Sportimes October 2013 - December 2014
Kaplan Test Prep and Admissions January 2011 - May 2014
McGladrey June 2013 - August 2013
Beta Alpha Psi May 2012 - May 2013
First Empire Securities, Inc June 2012 - January 2013
Sportime June 2007 - August 2012
NY Sportimes March 2007 - August 2012
State Farm Insurance March 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Word, Excel, Leadership, Navision, Microsoft Excel, Outlook, Teamwork, Microsoft Word, Public Relations, Event Planning, Accounting, Graduate Test..., Public Speaking, Communication Skills, Social Media, Auditing, Recruiting, Communication, Financial Analysis, Time Management, Finance
Education
St. John's University 2013 — 2014
Master of Science (MS), Accounting
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting
First Empire Securities, Inc June 2009 - Present
San Diego Padres 2007 - 2008
Boston Red Sox 2006 - 2007
Chicago Cubs 2005 - 2006
Washington Nationals 2003 - 2004
Pittsburgh Pirates 1999 - 2002
Skills
Bloomberg, Fixed Income, Series 7, Series 63, Investments, Equities, Bonds, Hedge Funds, Capital Markets, Securities, Portfolio Management, Derivatives, Trading, Financial Modeling, Financial Markets, Alternative Investments, Asset Management, Financial Analysis, Investment Banking, Valuation
Education
Wharton School, University of Pennsylvania
Bachelor's degree, Finance, General
Kuttin Consulting Group August 2015 - Present
KCG Holdings, Inc. June 2014 - August 2014
First Empire Securities, Inc July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, OS X, Leadership
Education
Duke University 2011 — 2015
First Empire Securities, Inc. November 2014 - Present
Wayne State University 2005 - Present
Recycle Detroit 2005 - Present
Multi-Bank Securities, Inc. June 2009 - June 2013
University of Windsor 1999 - 2005
Skills
Public Speaking, Research, Teaching, Higher Education, Non-profits, Microsoft Office, Strategic Planning, Community Outreach, Fundraising, Grant Writing, Social Media, Event Planning, Staff Development, Nonprofits, Leadership Development, Instructional Design, Budgets, Program Management, Leadership, Program Development, Data Analysis, Volunteer Management, E-Learning, Organizational..., Banking
Education
University of Windsor 1999 — 2001
Master of Business Administration (MBA), Strategy and Finance
University of Windsor 1995 — 1999
Bachelor of Commerce (B.Com.), Business Administration and Management, General, Accounting and Management
Kettering University 1985 — 1992
First Empire Securities, Inc May 2012 - Present
TD Bank NA September 2010 - October 2011
Citibank / Smith Barney January 2006 - September 2010
Bear Sterns Securities Corp January 2005 - July 2006
Goldman Sachs & Co January 2000 - February 2005
Skills
Prime Brokerage, Hedge Funds, FINRA, Corporate Actions, Series 7, Series 63, Securities, Investments, Banking, Settlements, Credit Analysis, Client Service, Mortgage, Mortgage Lending, Financial Services, Settlement, Fixed Income, series 24, Trading, Equities, Bonds, Securities Lending, Capital Markets, Bloomberg
Education
Long Island University, C.W. Post Campus
BS, Business / Finance
First Empire Securities, Inc June 2011 - Present
Houston Astros May 2008 - May 2011
Skills
Series 7, Series 24, Series 66, Balance Sheet, Fixed Income Strategies, Fixed Income Portfolio..., Financial Modeling, Investments, Bloomberg, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Portfolio Management
Education
Boston College - Carroll School of Management
Bachelor's Degree, Finance
Jesuit High School - New Orleans, LA
Gemini Fund Services May 2012 - Present
Ivy Asset Management Corp January 2009 - October 2010
Ivy Asset Management January 2004 - December 2008
Ivy Asset Management August 2000 - December 2003
First Empire Securities, Inc January 1998 - July 2000
Long Island Savings Bank August 1988 - December 1997
Skills
Problem Solving, Time Management, Process Improvement, Procedure Development, Project Execution, Hedge Funds, Investments, Excel, Asset Management, Compliance, Customer Relations, Microsoft Office, Bloomberg, Microsoft Excel, Data Analysis, Project Management, Finance, Asset Managment, Management, Customer Service, Analysis
Education
Suffolk County Community College
AAS, Business Administration
First Empire Securities, Inc. December 2014 - Present
Lacrosse and Speed Training January 2011 - Present
Ward Melville Youth Camp June 2014 - August 2014
Skills
Lacrosse, Fitness Training, Financial Analysis, Bloomberg, Microsoft Excel, Microsoft Office, Communication, Strategic Planning
Education
LIU Post 2013 — 2017
Bachelor of Business Administration (B.B.A.), Concentration in Business in the Honors program
Mt Sinai High School., Mt. Sinai, NY 2009 — 2013
Advanced Regents diploma, June 20113 High Honor Roll
OMD Media Direction July 2014 - Present
Running Subway, LLC May 2013 - August 2013
Timeless Treasures Fabrics July 2011 - March 2013
Rough Hewn Productions July 2011 - December 2012
First Empire Securities, Inc May 2010 - August 2011
Aflac February 2011 - May 2011
Too Cute Inc. May 2009 - May 2010
Wilhelmina Models January 2005 - May 2007
Skills
Communication Skills, Microsoft Office, WordPress, Blogging, Facebook, Organization, Interpersonal..., Photography, Final Cut Pro, Social Media, Press Releases, Time Management, Public Relations, Microsoft Excel, Advertising, Social Networking, Marketing, Editing, Teamwork, Sales, PowerPoint, Marketing Communications, Microsoft Word, Google Analytics, Online Advertising, Digital Marketing, Online Marketing, Public Speaking, Retail, Marketing Strategy, Integrated Marketing
Education
University of Delaware 2010 — 2014
Mass Communication/Media Studies
Commack High School 2006 — 2010
NOVADAQ June 2015 - Present
ACell, Inc. July 2013 - June 2015
Misonix October 2012 - July 2013
Stony Brook University 2008 - 2012
Charles Schwab 2005 - 2007
First Empire Securities, Inc 2002 - 2005
Morgan Stanley 1999 - 2002
Skills
Product Launch, Market Research, Leadership, Medical Devices, Product Development, Marketing, Account Management, Team-oriented, Management, Orthopedic, Sales, Business Development, Strategic Planning, Wound Care, Progressive Thinking, New Business Development, Surgery, Creative Strategy, Team Leadership, Product Management, Great Motivator, Trade Shows, Biotechnology, KOL development, Growth Strategies, Analysis, Forecasting, Capital Equipment, Biologics, Healthcare Reimbursement, Marketing Strategy, Market Development, CMS, Clinical Research, Case Studies, Veterans Affairs, National Accounts, LTACH, Public Speaking, Pressure Ulcers, Diabetic Foot Care, Medicare/Medicaid..., Orthopedics
Education
Stony Brook University 2010 — 2012
Post-baccalaureate, Pre-Health
Stony Brook University 2008 — 2010
Bachelor's degree, Psychology (Concentration in Biology)
Nassau Community College 1996 — 1998
Associate of Arts, Social Sciences, Magna Cum Laude
Roanoke College
Ward Melville High School
North Shore Christian School
Maven Strategic Solutions, LLC December 2012 - Present
First Empire Securities, Inc January 2010 - December 2012
Daszkal Bolton LLP September 2006 - August 2009
PwC January 2005 - September 2006
Skills
CPA, Series 27, FINRA, US GAAP, Financial Reporting, Budgets, Due Diligence
Education
Florida Atlantic University 2003 — 2004
Master's degree, Accounting
University of Florida 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services February 2014 - December 2014
First Empire Securities, Inc April 2006 - January 2014
Lawrence/Tensator Inc. September 1998 - April 2006
Edison Properties, LLC 1991 - 1998
Skills
Sales Management, Strategic Planning, Marketing Strategy, Business Process..., Enterprise Change..., Sales Training, Public Speaking, Change Management, New Business Development, Sales, Training, Performance Management, Employee Relations, Business Development, Leadership, Strategy, Selling Skills, Real Estate Development, Marketing, Property Management, Real Estate, Investment Properties, Negotiation, Real Estate Transactions, Commercial Real Estate, Contract Negotiation, Real Estate Economics, Lead Generation, Team Building, Leases, Management, Brokerage, Executive Management
Education
New York University 1984 — 1989
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, Magna Cum Laude
New York University - Leonard N. Stern School of Business 1984 — 1989
Bachelor's degree, Marketing/Marketing Management, General
TD 2015 - Present
First Empire Securities, Inc. May 2014 - September 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Customer Service, English, Outlook, Strategic Planning, Research, Financial Analysis, Accounting, Greek Life, Presidency, Democracy Promotion, Analysis, Finance, Investments, Risk Management, Bloomberg, Financial Modeling, Trading, Bloomberg Terminal, Fixed Income, Bonds, Capital Markets, Financial Markets, Public Speaking, Management, Data Analysis, Economics, Valuation, Teamwork, Portfolio Management, Leadership, Corporate Finance, Social Networking
Education
Wharton Business School 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Chaminade High School
Bollare January 2014 - Present
Marchon Eyewear September 2012 - December 2013
Today's Look January 2012 - September 2012
PR Consulting August 2011 - November 2011
Prada May 2011 - August 2011
emcBlue.com January 2011 - May 2011
First Empire Securities, Inc December 2008 - May 2011
Cosmopolitan Magazine September 2010 - December 2010
Accent On Dance September 2005 - August 2008
Skills
Adobe Creative Suite, Twitter, Press Releases, Pinterest, Facebook, Event Planning, Photoshop, Blogger, Wordpress, InDesign, Illustrator, Fashion, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Outlook, Tumblr, Social Media, Public Relations, Blogging, Pitching Media, Marketing, Communications, Advertising, Writing, Google+, Journalism, Ap Style, Editing, Media Planning, Graphic Design, Lotus Notes
Education
Saint Joseph's College 2009 — 2012
Bachelor of Arts (B.A.), Communications, Business Administration, Magna Cum Laude
Binghamton University 2008 — 2009
FIG Partners November 2013 - Present
First Empire Securities, Inc January 2012 - November 2013
Skills
Financial Analysis, Bloomberg, Investment Banking, Microsoft Office, Finance, Corporate Finance, Microsoft Excel, Fixed Income, Alternative Investments, Trading, Accounting, Bloomberg Terminal, Financial Reporting, Due Diligence, PowerPoint, Asset Liability..., Valuation
Education
University of New Orleans 2009 — 2011
Master of Business Administration (MBA), Finance
University of New Orleans 2005 — 2009
Bachelor of Science (BS), Management
Balance Sheet Management Services November 2012 - Present
Oswego State Alumni Association December 2008 - June 2012
First Empire Securities, Inc November 2011 - April 2012
New York State Assembly September 2011 - December 2011
Centerport Yacht Club August 2007 - August 2010
Skills
Problem Solving, General Office..., Microsoft Excel, Organization, Strategic Planning, Quick Thinker, Collaboration, Microsoft Word, PowerPoint, Economics, Coordinate Events, Customer Satisfaction, Quick Study, Leadership, Timely Decision Making, Accounting, Fixed Income, Bloomberg Terminal, Client Support, Research, Project Management, Data Analysis, Analytics, Software
Education
SUNY Oswego 2008 — 2012
Bachelor of Arts, Economics
North Shore University Hospital June 2015 - Present
North Shore University Hospital June 2014 - June 2015
First Empire Securities June 2011 - June 2014
First Empire Securities, Inc March 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Alliance-Agency June 2006 - August 2006
Skills
Fixed Income, Series 7, Securities, Bloomberg, Series 63, Investments, Trading, Bonds, Financial Analysis, Equities, Finance, Capital Markets, Electronic Trading, FINRA, Wealth Management
Education
New York University 2015 — 2017
Master of Public Administration (MPA)
Hofstra University 2005 — 2009
First Empire Securities, Inc. June 2015 - Present
One World September 2013 - Present
Kappa Sigma Fraternity December 2013 - August 2014
Zorn's Restaurant May 2012 - August 2013
Wells Fargo Capital Finance May 2012 - May 2012
Skills
Science, Organizational..., Public Speaking, Collaborative Problem..., Team Leadership, Remaining calm in a..., Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Spanish, Fundraising, Social Media, Marketing, Social Networking, Teamwork, Data Analysis, Research
Education
State University of New York at Binghamton 2012 — 2016
Bachelor of Science (B.S.), Bachelor of Art (B.A.), FInancial Economics, Environmental Economics (respective to degree)
Chaminade High School 2008 — 2012
High School Diploma, N/A, 94/100
Prudential Financial September 2015 - Present
Farm Bureau Financial Services May 2015 - August 2015
First Empire Securities, Inc October 2013 - March 2014
Stony Brook University January 2012 - May 2012
Stony Brook University September 2009 - May 2012
Stony Brook University December 2011 - January 2012
Stony Brook University September 2011 - December 2011
Skills
Actuarial Science, Matlab, Probability, Microsoft Office, Java, VBA, Data Analysis, SQL, Statistics, Academic Tutoring, Quantitative Finance, PowerPoint, Microsoft Word, Microsoft Excel, Probability Theory, Microsoft SQL Server, Emblem, SAS Programming
Education
Stony Brook University 2013 — 2015
Master of Science (M.S.), Applied Mathematics and Statistics
Stony Brook University 2008 — 2012
Bachelor of Science (B.S.), Applied Mathematics and Statistics; Mathematics
BJG Electronics Inc. February 2015 - Present
BJG Electronics Inc. October 2012 - Present
First Empire Securities, Inc July 2011 - July 2012
Skills
Series 7, Trading, Equities, Investments, Securities, Series 63, Bloomberg, Financial Analysis, Portfolio Management, Options, Equity Research, Series 55
Education
Bryant University 2007 — 2011
BS, Finance
LH Reporting Services, Inc. June 2015 - Present
LH Reporting Services, Inc. June 2015 - Present
First Empire Securities, Inc September 2004 - May 2015
PrO Unlimited 2003 - 2004
American Student List 1998 - 2003
Skills
Microsoft Excel, Outlook, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Event Planning, Leadership, Management, Marketing, Social Media, Financial Services, Sales, Risk Management, Financial Analysis, Banking, Portfolio Management
Education
Long Island Business Institute 2012 — 2014
Court Reporting Certificate
State University of New York College at Old Westbury
Fitch Ratings December 2014 - Present
University of Notre Dame May 2013 - May 2014
Hudson Housing Capital June 2013 - July 2013
First Empire Securities, Inc May 2012 - August 2012
Village of Plandome Heights June 2010 - August 2012
Williston Park Pool May 2009 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Mac OS X, Stata, Public Speaking
Education
University of Notre Dame 2010 — 2014
Bachelor of Arts (B.A.), Economics
Herricks High School 2006 — 2010
Advanced Regents Diploma
Charles Schwab April 2013 - Present
First Empire Securities, Inc June 2011 - April 2013
The WaterFront Center May 2010 - August 2010
Northport Yacht Club May 2007 - August 2009
Skills
PowerPoint, Microsoft Excel, Access, Bloomberg, Series 7, Series 63, Sales, Fixed Income, Microsoft Office, Equities, Insurance, Banking, Strategic Financial..., Management, Leadership
Education
Miami University 2007 — 2011
Finance
Long Island Ready Mix February 2014 - Present
D-Best Carting January 2008 - February 2014
First Empire Securities, Inc January 2007 - January 2008
M&M Best Communications, Inc January 2000 - January 2007
Skills
Financial Management, Contract Negotiations, Business Management, Business Planning, Sales Management, Marketing Management, Financial Planning, Payroll, Customer Experience, Vendor Relations, Business Relationship..., Relationship Development
Education
Adelphi University 2006 — 2009
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Hofstra University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ENSO Financial Analytics July 2015 - Present
CRISIL Global Research & Analytics May 2015 - July 2015
Bank of America February 2014 - May 2015
Citi June 2011 - February 2014
Bank of Tokyo-Mitsubishi UFJ March 2007 - June 2011
First Empire Securities, Inc. December 2004 - March 2007
Northeast Securities July 2004 - November 2004
Skills
Financials mathematics,..., Banking, Financial Risk, Financials, Risk Management, Credit Risk, Portfolio Management, Analytics, Management, Fixed Income, Market Risk, Equities, Finance, Credit, Investments
Education
Hofstra University 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General, 3.8
Dowling College 2002 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6
First Empire Securities, Inc. July 2014 - Present
University of Miami Athletics January 2014 - May 2014
PREP (Public Relations Experience Program) January 2013 - May 2014
University of Miami April 2010 - May 2014
University of Miami, School of Communications Campaigns Class August 2013 - December 2013
New York Mets May 2013 - August 2013
First Empire Securities, Inc May 2012 - August 2012
NY Model Camp June 2011 - August 2011
L.I. Dance Xtreme NY September 2006 - June 2010
Skills
InDesign, Photoshop, Microsoft Office, Mac OS X, Internet, iPhone, Leadership, Microsoft Word, Social Networking, PowerPoint, Twitter, Facebook, Tumblr, Pinterest, Instagram, YouTube, Dance, Sports, Social Media
Education
University of Miami 2010 — 2014
Bachelor's Degree, Public Relations & Sports Administration Double Major
Smithtown High School West 2006 — 2010
University of North Carolina at Chapel Hill June 2015 - August 2015
Long Island Auto Find, Inc. December 2011 - August 2014
Treboux Research Lab October 2013 - May 2014
Southampton Town Justice Court June 2013 - January 2014
First Empire Securities, Inc. July 2009 - September 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Customer Service, Research, Social Media, Public Speaking, Teamwork, English, Java, HTML, Windows, Time Management, Team Leadership
Education
University of North Carolina School of Law 2014 — 2017
Doctor of Law (J.D.), J.D. Candidate
St. Joseph's College 2010 — 2014
Bachelor of Science (B.S.), Psychology, 3.57
St. Joseph's College 2010 — 2014
Bachelor of Science (B.S.), Mathematics and Computer Science
University of the Sunshine Coast 2012 — 2012
Study Abroad, General Studies, Pass
Goldman Sachs January 2014 - Present
First Empire Securities, Inc May 2010 - December 2013
Skills
.NET, SQL Server 2005/2000, Visual Studio, C#, Microsoft SQL Server, SQL, Software Development, LINQ, JavaScript, ASP.NET, VB.NET, Programming, Entity Framework, WinForms, WPF
Education
Polytechnic institute of New York 2008 — 2010
M.S, Computer Science
Stony Brook University 2004 — 2008
B.S., Computer Science
Stony Brook University 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics and Statistics
National Australia Bank June 2015 - August 2015
First Empire Securities, Inc. May 2014 - March 2015
Investors Capital January 2014 - May 2014
Kenwal Day Camp June 2013 - August 2013
The Office of Senator Kirsten E. Gillibrand January 2013 - May 2013
Skills
Java, VBA, Microsoft Excel, Research, Data Analysis, Financial Analysis, Finance, Microsoft Word, PowerPoint, Public Speaking, Training, Microsoft Office
Education
Stony Brook University 2012 — 2016
Bachelor's Degree, Economics, Philosophy, and Accounting, 3.7
Harborfields High School 2008 — 2012
Facebook February 2015 - Present
Facebook January 2014 - Present
TEKsystems January 2013 - January 2014
TEKsystems February 2011 - January 2013
UBS Investment Bank August 2009 - August 2010
First Empire Securities, Inc 2008 - 2009
Skills
Business Analysis, Team Leadership, Cold Calling, Access, Sales, Recruiting, Technical Recruiting, Analysis, Staffing Services, Applicant Tracking..., Internet Recruiting, Training, SDLC, Vendor Management
Education
Saint John's University 2006 — 2009
Bachelor of Science Degree, Finance
Duquesne University 2004 — 2006
Bachelor of Science Degree, 2004 - 2006
First Allied Securities, Inc. October 2013 - Present
First Empire Securities, Inc June 2012 - July 2013
Credit Agricole CIB November 2010 - June 2012
Financial Sciences 2003 - 2009
National Australia Bank 2000 - 2002
CIT 1989 - 2000
Citibank 1986 - 1989
Skills
Fixed Income, Capital Markets, Bonds, Securities, Investments, Bloomberg, Cash Management, Treasury Management, Money Market, Mutual Funds
Education
Columbia University in the City of New York 1979 — 1982
BA
First Empire Securities, Inc. May 2015 - Present
Hobart William Smith Colleges Admissions October 2013 - January 2014
Jellyfish Restaurant PTY LTD January 2013 - January 2014
St. Patrick School June 2012 - August 2012
Huntington Hospital January 2011 - January 2012
Empire State Games for the Physically Challenged July 2009 - January 2011
Skills
Leadership, Communication, Social Media Marketing, Microsoft Excel, Microsoft Word, Teamwork, Research, Strategy, Time Management, Fundraising, Public Relations, PowerPoint, Social Networking, Public Speaking, Writing
Education
Hobart and William Smith Colleges 2012 — 2016
Bachelor of Arts (B.A.), Economics, History
Chaminade High School 2008 — 2012
Hobart College
Bachelor of Arts, Economics and History
Wolfe Research, LLC April 2014 - Present
Morgan Stanley January 2013 - July 2013
First Empire Securities, Inc June 2012 - August 2012
Skills
Economics, Financial Analysis, Financial Modeling, Equity Research, Leadership, Team Leadership, Equities, Microsoft Excel, Equity Trading, Equity Research Analysis, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
MBA, Finance, GPA: 3.96
Saint John's University 2009 — 2013
B.S., Finance, GPA: 3.76
Outerstuff October 2014 - Present
Aflac May 2013 - August 2013
ROAR Beverages LLC May 2013 - July 2013
First Empire Securities, Inc May 2012 - August 2012
Patricia Field June 2011 - August 2011
Skills
Microsoft Word, Excel,..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Social Media Marketing, Facebook, Sales, Research, Trading, Event Planning, Public Speaking, Social Media, Time Management, Data Entry, Access, Market Research, E-commerce
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
First Empire Securities, Inc January 2013 - Present
First Empire Securities, Inc February 2006 - January 2013
First Empire Securities, Inc. February 2004 - February 2006
Skills
Fixed Income, Banking, Finance, ALM, Investments, Series 7, Equities, Portfolio Management, Securities, Asset Management, Management, Series 63, Financial Analysis, Hedge Funds, Trading, Credit, Capital Markets, Bloomberg, Series 24
Education
LIU Post 2002 — 2004
Bachelor Of Science in Business Administration, Finance
SUNY Stony Brook 2000 — 2002
Finance
RF Lafferty & Co., Inc May 2011 - Present
Transportation Alternatives November 2010 - August 2014
Enpirion, Inc. April 2009 - April 2011
First Empire Securities, Inc. January 2002 - December 2008
First Empire Securities, Inc. January 1995 - January 2002
First Empire Securities, Inc. January 1992 - January 1995
LSL Biolafitte, Inc January 1991 - December 1991
Meltech, Inc January 1990 - December 1990
Astro-Valcour, Inc January 1988 - January 1990
Skills
Cloud Computing,, Virtualization,, Virtual Teams,, Solutions Development,, Business Planning,, Business Transformation, Unified Communications,, Planning and Strategy,, Project Management, Systems Management, Team Leadership, Cisco VoIP, Virtualization, Cloud Computing, Disaster Recovery, IT Management, Management, Access, Data Center, Enterprise Software, Program Management, Risk Management, Troubleshooting, Integration, Cross-functional Team..., Databases, Servers, Agile Methodologies
Education
Stevens Institute of Technology 1984 — 1988
BE, Electrical Engineering
Goverment College of Technology
Diploma of Associate Engineer, Electronics
St. Patricks HS
High School, Science Pre-Engineering
First Empire Securities, Inc. March 2014 - Present
First Empire Securities, Inc October 2013 - March 2014
Maritime Capital Partners, LP June 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Fixed Income, Bloomberg, Series 7, Series 63, Series 52
Education
State University of New York at Stony Brook 2009 — 2013
Bachelor's degree, Finance
First Empire Securities, Inc. April 2013 - Present
First Empire Securities, Inc 2009 - Present
Credit Suisse May 2001 - June 2008
Education
Adelphi University
Business
Holy Trinity High School
Cook Maran & Associates November 2012 - Present
Cook Maran & Associates November 2012 - Present
First Empire Securities, Inc September 2013 - Present
Little Flower Children and Family Services September 2013 - Present
Cook, Hall & Hyde Inc. January 2005 - November 2012
Cook, Hall & Hyde Inc. July 1997 - November 2012
Edward F. Cook Agency Inc. January 1993 - July 1997
Edward F. Cook Agency Inc. November 1986 - January 1993
Skills
Commercial Insurance, Risk Management, Building Relationships, Coaching, ESOP, Board of Directors, Board Governance, Sales & Marketing..., Mergers & Acquisitions, New Business Development, Team Building, Marketing, Strategic Planning, Strategy, Marketing Strategy, Sales, Business Strategy
Education
Penn State University 1971 — 1976
B.A., Science
America Needs You 2015 - Present
First Empire Securities, Inc. 2007 - 2015
Skills
Financial Modeling, Analysis, Strategy, Data Analysis, Equities, Fixed Income, Capital Markets, Leadership, Alternative Investments, Research
Education
Molloy College
Master of Business Administration (M.B.A.), MBA Management and Accounting
Mount Holyoke College
Politics and Philosophy
First Empire Securities, Inc. April 2013 - Present
First Empire Securities, Inc. June 1999 - April 2013
Education
St. John's University
TriNet June 2015 - Present
First Empire Securities, Inc January 2012 - March 2015
Skills
Bloomberg, Fixed Income, Economics, Financial Markets, Bonds, Trading, Microsoft Excel, PowerPoint, Microsoft Word, Eviews
Education
University of Rhode Island 2009 — 2013
Bachelor of Science (B.S.), Applied Economics
SterlingRisk March 2013 - Present
First Empire Securities, Inc June 2008 - January 2013
CGI September 2005 - April 2008
T.P.F. Nursing Registry Inc. November 2001 - September 2005
Skills
MySQL, Software Development, Hibernate, XML, C#, Perl, Microsoft SQL Server, VB.NET, Databases, Integration, JavaScript, Spring, Troubleshooting, Windows, IIS, HTML, CSS, Testing, Windows Server, JSP, Crystal Reports, SQL, Software Documentation, LINQ, Networking, VBA, MVC, SharePoint, Java, C++, PHP, Software Project..., SDLC, ASP, Visual Basic, NetBeans, Data Warehousing, Software Lifecycle..., T-SQL, Visual Studio, Spring Framework
Education
California State University-East Bay 1997 — 2001
Comp Sci
Niagara University 1995 — 1997
Pre-med
Red Hat March 2011 - Present
Novell March 2004 - March 2011
Novell, Inc. March 1999 - March 2004
Scudder Kemper Investments 1997 - 1999
Scudder, Kemper Investments March 1997 - December 1998
JP Morgan 1994 - 1996
First Empire Securities, Inc August 1991 - March 1994
Environment Research Information 1989 - 1991
Skills
Servers, Novell, Systems Management, Virtualization, LDAP, High Availability, Cloud Computing, Suse, Cluster, Storage, Open Source, Xen, Bash, Linux, Identity Management, Enterprise Architecture, Enterprise Software, Integration, Operating Systems, Pre-sales, VMware ESX, VMware, Data Center, SaaS, RedHat, Red Hat Linux
Education
Polytechnic University 1983 — 1989
Master of Science (MS), Electrical and Electronics Engineering
Resource America March 2015 - Present
First Empire Securities, Inc August 2013 - March 2015
G2 Investment Group, LLC February 2013 - August 2013
KBW March 2011 - February 2013
Bayview Asset Management January 2008 - February 2012
C-BASS April 2002 - December 2007
Ernst & Young LLP 1999 - 2002
Skills
Due Diligence, Capital Markets, Residential Mortgages, MBS, ABS, Structured Finance, Valuation, Hedge Funds, Fixed Income, Structured Products, Bloomberg, Equities, Financial Modeling, Derivatives, CMBS, Securitization, Bonds, Financial Structuring
Education
University of Pennsylvania 1995 — 1999
BS, Economics
First Empire Securities, Inc April 2012 - Present
First Empire Securities January 2012 - Present
Advisors Asset Management, Inc. April 2007 - June 2011
Advisors Asset Management January 2007 - January 2011
Mulholland Capital Advisors 2006 - 2006
O'Shaughnessy Asset Management, LLC (OSAM) January 1999 - January 2005
Bear Stearns Asset Management Inc. 1999 - 2005
Chase Global Mutual Funds Group January 1998 - January 1999
Van Kampen American Capital January 1997 - January 1998
Diversified Financial Concepts June 1994 - June 1997
Skills
Asset Allocation, Group Presentations, ETFs, Mutual Funds, Alternative Investments, Series 7, Asset Management, Fixed Income, Securities, Institutional, Investments, Portfolio Management, Bonds, Hedge Funds, Equities, Wealth Management, Investment Strategies, Financial Markets, Annuities, Investment Advisory, Retirement, Financial Planning, Due Diligence, Asset, Retirement Planning, Insurance, Wealth, Risk Management, Financial Advisory, Series 63, IRA's, Emerging Markets, Credit, Financial Analysis, Separately Managed..., Compliance, Client Service, SMA, Analysis, Annuity, Managed Accounts, Investment Products, Fixed Income Products, Portfolio Optimization, Stocks, Fund Of Funds, Series 6, Morningstar, Portfolios, Managed Futures
Education
Boston University 1990 — 1994
Bachelor of Liberal Arts, International Relations
Staples High School 1987 — 1990
First Empire Securities, Inc August 2011 - Present
UBS Wealth Management 2005 - August 2011
The Pension Boards - United Church of Christ 2000 - 2005
GRE Insurance Group 1996 - 1999
Head Asset Management 1993 - 1996
SunAmerica Asset Management 1989 - 1993
Skills
Series 7, Securities, Hedge Funds, Equities, Alternative Investments, Series 63, Fixed Income, Asset Managment, Wealth Management, Portfolio Management, Investments, Trading, Bonds, Asset Allocation, Mutual Funds, Emerging Markets, High Yield, Structured Products, Asset Management
Education
Binghamton University - School of Management 1987 — 1989
MBA, Finance
Binghamton University 1984 — 1987
BA, Economics
Stony Brook University January 2012 - Present
First Empire Securities, Inc November 2009 - January 2012
First Empire Securities, Inc 2010 - 2010
Skills
Fixed Income, Series 7, Series 63, Bloomberg, Bonds, High Yield, Equities, Options, Securities, Trading, Electronic Trading, Equity Trading, Bloomberg Terminal
Education
Stony Brook University 2012 — 2013
Dartmouth College 2004 — 2009
bachelor of arts, Economics with finance concentration
First Empire Securities, Inc July 2010 - July 2012
RAFFERTY CAPTIAL MARKETS August 2006 - April 2010
GGET LLC November 2000 - May 2006
GGET LLC November 2000 - May 2006
Skills
Risk Management, Series 7, Equities, Options, Trading Systems, Operations Management, Trading, Electronic Trading, Account Management, Equity Trading, Bloomberg Terminal, Capital Markets, FINRA, Financial Markets, Fixed Income, Hedge Funds, Proprietary Trading, Securities, Bloomberg, Financial Risk, Financial Services, Settlement
Education
Allegheny College 1991 — 1995
BA
Prudential Financial December 1999 - Present
Software Synergy Inc. 1998 - 1999
Data Management Services 1997 - 1998
First Empire Securities, Inc 1995 - 1997
Skills
Microsoft SQL Server, SQL
Education
Stevens Institute of Technology 2001 — 2003
MS, Information Systems
Rutgers University-New Brunswick 1989 — 1995
BA, Computer Science
First Empire Securities, Inc. November 2013 - Present
Forensic Psychiatric Services September 2011 - September 2012
Department of Corrective Services January 2010 - June 2010
Charles Sturt University September 2009 - February 2010
Jinadasa (USA) Ltd. July 2008 - July 2009
Lubin, Delano, & Company October 2008 - June 2009
Skills
Non-profits, Public Speaking, Social Media, Research, Event Planning, Editing, Microsoft Office, PowerPoint, Teaching, Data Analysis, Marketing, Management, Microsoft Excel, Public Relations, Strategic Planning, Newsletters, Customer Service, Sales, Budgets, Microsoft Word, Psychology, Forensic Psychology, Counseling Psychology, Cognitive Psychology, Risk Assessment, Psychological Assessment, SPSS, Multivariate Statistics, Clinical Research, Training
Education
Universiteit Maastricht / Maastricht University 2010 — 2012
Master of Science (M.Sc.), Forensic Psychology, Cum Laude
Barnard College 2004 — 2008
B.A., Psychology
Columbia University in the City of New York 2004 — 2008
B.A., Psychology
InfoHedge Technologies LLC July 2010 - Present
Computer Generated Solutions October 2008 - December 2010
The Henson Group May 2008 - October 2008
Related July 2000 - October 2007
First Empire Securities, Inc 1999 - 2000
First Empire Securities, Inc 1999 - 2000
HemoCare 1997 - 1999
Skills
Disaster Recovery, VMware, Active Directory, VMware ESX, Data Center, Microsoft Exchange, Storage Area Networks, vSphere, Blackberry Enterprise..., IT Management, Powershell, Firewalls, System Administration, Project Management, Solution Architecture, Pre-sales, Networking, Enterprise Architecture, VMware Infrastructure, Business Continuity, Security, Storage, ITIL, Servers, System Deployment, Infrastructure, DNS, Microsoft Technologies, Windows Server
Education
New York Institute of Technology-Old Westbury 1987 — 1997
BS, Computer Science
SunGard Financial Systems November 2006 - Present
Cantor Fitzgerald May 2005 - August 2006
NYCB November 2001 - May 2005
Financial Technologies International October 2000 - October 2001
First Empire Securities, Inc. 1993 - 1998
Skills
Bloomberg, Fixed Income, Risk Management, Equities, Portfolio Management, Hedge Funds, Business Analysis, Finance, Financial Risk, Alternative Investments, Financial Markets, Financial Services, Capital Markets, Derivatives, Asset Management, Investments
Education
Hofstra University 1983 — 1987
B.B.A, Banking and Finance
Lebenthal Asset Management April 2015 - Present
Lebenthal Lisanti Capital Growth April 2015 - Present
Lebenthal Wealth Advisors April 2015 - Present
Lebenthal & Co. LLC April 2014 - Present
First Empire Securities, Inc April 2011 - April 2014
Laidlaw and Co (UK) Ltd November 2009 - May 2011
Schonfeld Securities May 2006 - July 2009
UBS October 2002 - May 2006
Skills
FINRA, AML, Securities, KYC, Series 24, Hedge Funds, Equities, Series 7, Series 63, Investments, Mutual Funds, Alternative Investments, Risk Management, Options, Investment Advisory, OFAC, Capital Markets, Securities Regulation, Fixed Income, Financial Services, Anti Money Laundering, USA PATRIOT Act, Broker-Dealer, Trading, Equity Trading, Asset Management
Education
University at Albany, SUNY 1988 — 1990
N/A, Communications / Business
Eastern Suffolk BOCES February 2012 - Present
Springwater Farm January 2003 - Present
Advest, Inc April 2004 - December 2004
First Empire Securities, Inc February 2003 - April 2004
Morgan Stanley May 2001 - December 2002
MUNICIPALTRADE.com, Inc March 2000 - March 2001
Mesirow Financial March 1993 - March 2000
The Chicago Corporation September 1991 - March 1993
Griffin, Kubik, Stephens & Thompson June 1989 - September 1991
Skills
Marketing Strategy, Business Strategy, Small Business, New Business Development, Entrepreneurship, Agriculture
Education
Dowling College 2005 — 2007
Master's Degree, Adolescent Education
Lake Forest College 1987 — 1989
Bachelor's Degree, Business Administration and Management, General
Butte College 1982 — 1983
Associate's Degree, Automotive Technology
Citibank Personal Wealth Management October 2013 - Present
Capital One Bank, N.A. February 2012 - October 2013
NYLife Securities, Inc. January 2009 - January 2011
New York Life Insurance Company December 2008 - January 2011
First Empire Securities, Inc January 2006 - October 2008
1-800-ACCOUNTANT.COM, CORP January 2000 - January 2006
Skills
Microsoft Office, Bloomberg, Sales, Office Administration, Marketing Strategy, Strategic Partnerships, Fixed Income, Fixed Annuities, Variable Annuities, Sales Support Tools, Customer Service, Superior Client Service
Education
Long Island University, Southampton Campus 1989 — 1992
First Empire Securities May 2005 - Present
first empire asset management May 2005 - Present
First Empire Securities, Inc May 2005 - Present
LPC Services May 2005 - Present
First Empire Securities May 2005 - Present
FORE Partners capital January 2002 - April 2005
Nicholson International North America January 2000 - December 2001
Strategic Investment Management January 1996 - December 1999
Credit Suisse First Boston January 1991 - May 1995
Morgan Stanley July 1979 - December 1990
Skills
Hedge Funds, Equities, Investments, Fixed Income, Bloomberg, Series 7, Portfolio Management, Management, Asset Managment, Series 63, Alternative Investments, Mutual Funds, Trading Systems, Asset Allocation, Electronic Trading, Equity Research, Financial Markets, Financial Services, CRM, Investment Advisory, Series 24, Relationship Management, Risk Management, Financial Analysis, Financial Modeling, Banking
Education
NYU
New York University - Polytechnic School of Engineering
Capco January 2015 - Present
Council of Urban Professionals August 2013 - Present
First Empire Securities, Inc January 2013 - February 2014
First Empire Securities, Inc May 2011 - February 2014
Windsor Health Plan 2007 - 2010
Skills
Series 7, Public Speaking, Equities, Microsoft Excel, Coaching, Social Media, Team Building, Fixed Income, Alternative Investments, Strategic Planning, Sales, Customer Service, Financial Analysis, Bloomberg, Hedge Funds, Financial Modeling, Microsoft Office, Series 63, Event Planning, Leadership Development, Securities, Trading, Portfolio Management, Risk Management, Investments, Strategy, Valuation, Financial Risk, Equity Trading, Options, Capital Markets, Finance, Bonds, Insurance, Electronic Trading, Financial Markets, Credit Analysis, Data Analysis, Trading Systems, Bloomberg Terminal, Institutional..., Trading Strategies, FINRA, Social Media Marketing, Financial Services, Asset Management, Investment Strategies
Education
The University of Tennessee at Chattanooga 2004 — 2009
Bachelor's Degree, Finance
The University of Tennessee at Chattanooga
Bachelors, Finance
First Empire Securities, Inc December 2002 - Present
SAINT STEPHEN LLC 1995 - 1998
TUCKER ANTHONY INC. 1992 - 1995
TRC INTERNATIONAL - HOUSE STUDIO 1987 - 1992
Salomon Brothers 1982 - 1987
Skills
Asset Liabilty..., Asset Modeling, Asset Evaluation, Asset Positioning, Liability Analysis, Portfolio Management, Asset Managment, Trading, Investment Strategies, Financial Analysis, Strategic Financial..., Financial Modeling, Mortgage Lending, Equities, Hedge Funds, Alternative Investments, Wealth Management, Retirement Planning, Bloomberg, Valuation, Finance, Financial Services, Asset Management, Credit, Fixed Income, Risk Management, Mergers & Acquisitions, Structured Finance, Mutual Funds, Loans, Bonds, Strategy, Capital Markets
Education
Syracuse University
Bachelor of Science (BSc), ECONOMICS / FINANCE
CANTERBURY
First Empire Securities Inc. June 1991 - Present
Skills
Equities, Fixed Income, Options, Banking, Portfolio Management, Bonds, Securities, Trading, Financial Analysis, Asset Management, Investments, Retirement Planning, Bloomberg, Wealth Management, Series 63, Loans, Risk Management, Credit, Strategic Financial..., Financial Planning
Education
Hofstra University 1975 — 1979
Hofstra University
EY January 2015 - Present
AIG June 2014 - August 2014
AIG June 2013 - August 2013
First Empire Securities, Inc June 2012 - December 2012
McGraw-Hill Higher Education March 2011 - December 2011
Skills
Commercial Banking, Capital Markets, Relationship Management, Client Relations Skills, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Stony Brook University College of Business 2012 — 2015
Bachelor of Applied Science (BASc); Bachelor of Arts, Double Major: Finance and Economics, 3.97
Universidad de Alcalá 2013 — 2013
Study Abroad, Spanish and Business
Lehigh University - College of Business and Economics 2010 — 2011
Chinese Hedge Fund October 2012 - Present
First Empire Securities, Inc July 2011 - July 2012
Broad Street Trading October 2010 - December 2010
Family Management Corporation 2007 - 2007
Skills
Bloomberg, Equities, Options, Hedge Funds, Trading, Derivatives, Fixed Income, Financial Markets, Electronic Trading, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Equity Trading, Alternative Investments, Risk Management, Trading Strategies, VBA, Financial Risk, Quantitative Finance, Trading Systems, Quantitative Investing, Valuation, Quantitative Analytics, Investment Banking, Asset Management, Investments, Equity Derivatives, Commodity, Financial Analysis, Analysis, Finance, Securities, Proprietary Trading, Hedging, Bonds, Bloomberg Terminal, Emerging Markets, Technical Analysis, Traders, Economics, Investment Strategies, Market Risk, Equity Research, Financial Services, R, Mutual Funds, Credit Derivatives, Corporate Finance, Commodity Markets
Education
Columbia Engineering 2009 — 2010
Master's, Operations Research, Financial Engineering
Babson College 2006 — 2008
Bachelor's, Finance, Economics
Lynn University 2004 — 2005
WESCO Integrated Supply July 2014 - Present
University at Buffalo August 2011 - May 2014
Sleepy's June 2013 - August 2013
First Empire Securities, Inc May 2011 - August 2012
Giunta's Meat Farms October 2008 - August 2012
Skills
Leadership, Customer Service, Marketing, Team Leadership, Microsoft Office, Group Work, Spanish, Recruiting, Social Networking, Communication, Time Management, Teamwork, Staff Development, Human Resources, Event Planning, Corporate Social..., Student Leadership, Vendor Relations, Strategic Sourcing, Microsoft Excel
Education
University at Buffalo 2010 — 2014
Bachelor of Science in Business Administration, International Business, Marketing, Operations & Supply Chain Management
Cross Point Capital LLC March 2015 - Present
Halen Capital, Inc. March 2011 - Present
Cantor Fitzgerald October 2005 - June 2006
Countrywide Securities Corporation September 2002 - September 2005
Dupont Securities Group, Inc. May 2000 - August 2002
Kemper Securities, Inc. August 1994 - February 1997
Oppenheimer Capital September 1992 - August 1994
First Empire Securities, Inc. June 1990 - September 1992
Skills
ABS, Capital Markets, Fixed Income, Portfolio Management, Asset Managment, Risk Management, Investments, Asset Management, Credit, Finance, Financial Structuring, Securities, Structured Finance, Trading, Funding, Electronic Trading, Emerging Markets, Mortgage Lending, Structured Products, Financial Risk, Valuation, Loans, Series 63, Bonds, ALM, Private Equity, Financial Markets, Investment Management, Trading Systems, Financial Modeling, Hedge Funds, Commercial Lending, Interest Rate Risk..., Options, Credit Analysis, Credit Risk, Mutual Funds, FX Options, Asset Allocation, Derivatives, Hedging, Corporate Finance, Equities, Investment Banking, Financial Institutions, Alternative Investments, Bloomberg, Series 7
Education
Loyola University of Chicago 1978 — 1982
Pearson Senior Developer
First Empire Securities, Inc. March 2010 - March 2011
1199 SEIU June 2007 - February 2010
Plattform Advertising 2004 - 2005
Reliable associates October 2003 - September 2004
Abacus 2002 - 2003
Skills
Web Services, Microsoft SQL Server, SSRS, C#, ASP.NET, .NET, VB.NET, SDLC, XML, Databases, SSIS, Software Development, T-SQL, SQL, Requirements Analysis, ADO.NET
Education
University of Madras 1998 — 2002
Bachelor's Degree, Electrical and Electronics Engineering
Holy Cross Mat.Hr Sec School 1996 — 1998
Biology
none June 2012 - Present
First Empire Securities, Inc June 2012 - 2012
Sbarro April 2007 - September 2007
Arrow Electronics May 2006 - March 2007
Island Search Group Inc. February 2005 - April 2006
Bethpage Federal Credit Union March 2003 - August 2004
General Semiconductor, Inc. September 1991 - March 2002
Hazeltine Corporation March 1985 - June 1991
Skills
Training, Human Resources, Interviews, Management, Software Documentation, Administration, Recruiting, Administrative..., System Administration, Microsoft Office, Customer Service, Leadership, Microsoft Word
Education
State University of New York - System 1996 — 2000
Associates, Business Management
LIU Post 1978 — 1980
Certificate in Management, Business Management
Katharine Gibbs School 1963 — 1964
1 yr certificate, Secretarial
First Empire Securities, Inc April 2012 - February 2013
Saint Joseph's April 2010 - September 2012
Lehman Brothers May 1992 - November 2007
Skills
Trading, Sales, Excel, VBA, Technical Analysis, Microsoft Excel, Equities, Options, ETFs, Management, Investments, Hedge Funds, Bloomberg, Capital Markets, Electronic Trading, Fixed Income, Equity Trading, Derivatives, Securities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
Masters, Business
La Salle University 1984 — 1988
BS, Finance
First Empire Securities, Inc April 2010 - Present
CFA Institute 1999 - Present
Southeast Corporate March 2002 - April 2010
Skills
Capital Markets, Financial Analysis, Valuation, Equities, Bloomberg, Wealth Management, Investments, Fixed Income, Portfolio Management, Alternative Investments, Strategic Financial..., Asset Management, Banking, Risk Management, Hedge Funds, Asset Managment, Investment Strategies, Financial Planning
Education
Baylor University 1985 — 1985
MBA, Finance
University of Houston 1979 — 1983
BBA, Economics
Deloitte & Touche LLP January 2015 - Present
Trepp, LLC November 2012 - December 2014
First Empire Securities, Inc September 2011 - November 2012
Old Mutual (Bermuda) LTD August 2010 - April 2011
United Bank of Switzerland January 2008 - September 2008
Skills
Bloomberg, Trading, Equities, Fixed Income, Portfolio Management, Derivatives, Investments, Securities, Bloomberg Terminal, Hedging, Financial Modeling, CMBS
Education
New Jersey Institute of Technology (NJIT) 2007 — 2010
B.S, Business Management; Finance
Drew University 2006 — 2007
NYSUPD February 2015 - Present
Patchogue Ambulance Company October 2010 - Present
First Empire Securities, Inc March 2007 - Present
First Empire Securities March 2007 - May 2008
21st Century Marketing May 2005 - March 2007
21st Century Marketing April 2004 - May 2005
Brentwood Legion Ambulance June 1991 - August 1995
Skills
Asset Management, Bloomberg, Customer Service, Financial Analysis, Fixed Income, Healthcare, Investments, Series 63, Series 7, Training
Education
State University of New York, University at Stony Brook
M.A, Public Policy
State University of New York, University at Stony Brook
B.A, Political Science
Stony Brook University
M.A., Public Policy
Suffolk Community College
A.A, Liberal Arts and Sciences
Henry Schein February 2015 - Present
First Empire Securities, Inc March 2011 - January 2015
First Empire Securities, Inc April 2009 - March 2011
First Empire Securities, Inc December 2007 - January 2009
Skills
Employee Benefits, Microsoft Excel, HR Compliance, Recruiting, Performance Management, PowerPoint, Leadership, Strategic Financial..., Access, Relationship Management, Analysis, Financial Modeling, Outlook, Employee Relations, Onboarding, Exit Interviews, Internship Programs, Bilingual English and...
Education
Stony Brook University 2009 — 2011
Master of Science (M.S.), Human Resources Management and Services, 3.9 GPA
Stony Brook University 2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
University at Buffalo 2003 — 2005
Pre-Medicine/Pre-Medical Studies
Experian March 2012 - February 2015
DK Capital, LLC December 2010 - February 2012
DBRS 2005 - 2010
Standard & Poor's 2004 - 2005
FitchRatings 1999 - 2004
Fintek 1994 - 1999
First Empire Securities, Inc 1992 - 1994
Skills
Structured Finance, Capital Markets, Credit, Start-ups, Investor Relations, Credit Risk, Fixed Income, Valuation, Product Development, Structured Products, Business Strategy, Securitization, ABS, New Business Development, Risk Management, Strategy, Portfolio Management, Financial Services, Management
Education
New York University 1987 — 1992
BA
Iona Preparatory School
HFF March 2015 - Present
RealtyShares December 2014 - February 2015
J.P. Morgan October 2012 - November 2014
First Empire Securities, Inc. June 2012 - September 2012
MD Global Partners January 2012 - September 2012
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Reporting, Data Analysis, Capital IQ, Mergers & Acquisitions, Investments, Financial Services, Structured Finance, IPO
Education
Hofstra University 2008 — 2011
BSc, Business/Economics
U.S. Polo Association May 2009 - Present
Colgate University Bookstore September 2008 - Present
First Empire Securities, Inc June 2011 - August 2011
Education
Colgate University 2008 — 2012
BA, International Relations & Political Science
JPMorgan Chase & Co. March 2015 - Present
Citi October 2012 - March 2015
First Empire Securities, Inc February 2011 - October 2012
Skills
FINRA Series..., Regulatory Compliance, Investment Strategies
Education
Binghamton University
Bachelor's degree, Law
First Empire Securities, Inc 2009 - Present
Wilmington Finance 2005 - 2008
Skills
Marketing, Marketing Communications, Credit, Portfolio Management, Advertising, Social Media Marketing, Marketing Strategy, Mortgage Lending
Education
Dowling College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
First Empire Securities, Inc December 2002 - Present
Education
NYU Poly
Stony Brook University
Syracuse University
Deutsche Bank February 2014 - Present
Brean Capital, LLC March 2013 - October 2013
First Empire Securities, Inc March 2009 - March 2013
Rabobank March 2006 - July 2007
CHURCHILL PACIFIC ASSET MANAGEMENT LLC December 2004 - February 2006
Countrywide Securities September 2002 - December 2004
Skills
Portfolio Management, Trading, Capital Markets, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Investments, Banking, Equities
Education
University of San Diego 1998 — 2000
Master of Business Administration (MBA)
Graceland University 1993 — 1997
BA
Interactive Data December 2010 - Present
First Empire Securities, Inc January 2010 - December 2010
UBS Investment Bank December 2006 - April 2009
UBS Investment Bank December 2005 - November 2006
UBS Wealth Management September 2003 - October 2005
UBS Wealth Management August 2001 - August 2003
Skills
Fixed Income, Municipal Bonds, Financial Analysis, Financial Reporting, Financial Risk, Portfolio Performance..., Operational Risk, Securities, Capital Markets, Credit Analysis, Trading, Business Analysis, Bonds, Analysis, Portfolio Management, Finance, Bloomberg, Investment Banking, Equities, Strategy, Financial Modeling, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science (BS), Finance and Financial Management Services
First Empire Securities, Inc January 2009 - Present
Charles Schwab April 2004 - December 2008
Dreyfus January 1992 - December 2004
Skills
Sales Management, Sales, Team Building, Leadership, Asset Management, Banking, Equities, Financial Analysis, Relationship Management
Education
State University of New York College at Oneonta 1981 — 1985
Bachelor's degree, Business/Economics
Banca IMI Securities Corp (Subsidiary of Intesa Sanpaolo) 2014 - Present
Susquehanna International Group, LLP (SIG) 2012 - 2013
THE BONDDESK GROUP 2011 - 2012
THE PRINCERIDGE GROUP 2010 - 2011
First Empire Securities, Inc. January 2009 - January 2010
BARCLAYS CAPITAL INC 2001 - 2009
Donaldson, Lufkin & Jenrette January 1997 - January 2001
Skills
Capital Markets, Trading, Bonds, Emerging Markets, Electronic Trading, Bloomberg, Sales, Fixed Income, Syndicate, Syndication, High Yield, Electronic Trading..., Investments, Syndications, Execution., New Issue, Secondary trading, Relationship management, Investment Grade, Debt Capital Markets, Corporate Bonds, Securities, Portfolio Management, DCM, valuation, Hedge Funds, Valuation, Equities, Investment Banking
Education
Long Island University, Southampton Campus 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
First Empire Securities, Inc. January 2015 - Present
First Empire Securities, Inc. May 2014 - December 2014
Stony Brook University January 2014 - May 2014
Skills
Calculus, Mathematical Statistics, Linear Algebra, Abstract Algebra, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Maple, Matlab, Bloomberg Terminal
Education
Stony Brook University 2011 — 2014
Bachelor of Science (BS), Applied Mathematics
First Empire Securities, Inc. January 1984 - Present
Skills
ALM, Fixed Income, MBS, Fixed Income Analysis, Portfolio Management, Credit Unions, Banking
Education
Hofstra University
Bachelor’s Degree