Fordham Financial Management

Description

Address: 14 Wall St # 1800, New York, NY 10005 Phone: (212) 732-8500Place name: : Category: : Website: : Hours: : : : Website: http://www.fordhamfinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fordham Financial Management Posting publicly on the Web Write a review Reviews 4 Google reviews

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Fordham Financial Management Employees

Employee
Years
Job
Industry
Jeremy Telepun Jeremy Telepun Royersford, Pennsylvania Details
Jeremy Telepun's Fordham Financial Management Experience January 2004 - December 2004
Job Vice President | Application Manager of Trading & Investment Systems
Industry Financial Services
Experience
Glenmede  May 2013 - Present
HighPoint Solutions  May 2012 - May 2013
BNY Mellon  May 2006 - May 2012
TD Waterhouse Group, Inc   January 2005 - April 2006
Fordham Financial Management   January 2004 - December 2004

Skills
MIS, Banking, Investments, Team Management, Mutual Funds, Portfolio Management, Customer Service, Microsoft Office, Credit, Vendor Management, Strategic Financial..., Microsoft Excel, Financial Analysis, Insurance, Equities, Accounting, Capital Markets, Loans, Financial Modeling, Wealth Management, Statistics, Six Sigma, PMP, Risk Analysis, Derivatives, Investment Brokerage, RIAs, SharePoint, Business Analysis, SDLC, Fixed Income, Finance, Project Management, Management, Financial Services, Risk Management, Process Improvement, Leadership

Education
The College of New Jersey
Bachelor’s Degree, Philosophy

Stephanie Blankshein Stephanie Blankshein De Leon Springs, Florida Details
Stephanie Blankshein's Fordham Financial Management Experience February 2009 - December 2009
Job TESOL Teacher
Industry Education Management
Experience
The Isaiah Davenport House Museum   June 2011 - August 2011
Keller Williams Realty  May 2010 - December 2010
Fordham Financial Management   February 2009 - December 2009

Education
The Savannah College of Art and Design   2010 — 2012
Master of Fine Arts (M.F.A.), Historic Preservation, Graduate

University of North Carolina at Greensboro   2006 — 2008
Bachelor of Science, Finance

Wilhelmina Leone Wilhelmina Leone New York, New York Details
Wilhelmina Leone's Fordham Financial Management Experience September 2007 - 2007
Job C.E.O. of Client Affairs at Ascendant Entertainment
Industry Arts and Crafts
Experience
AlphaArtz.com   May 2013 - Present
Ascendant Foundation   December 2009 - Present
Ascendant Entertainment   December 2009 - Present
Fordham Financial Management   September 2007 - 2007

Skills
Drupal, Marketing Strategy, Social Media Marketing

Education
Long Island Business Institute

Suffolk County Community College

Nelson Baquet Nelson Baquet Greater New York City Area Details
Nelson Baquet's Fordham Financial Management Experience June 2008 - August 2010
Job Vice President Institutional Sales at Joseph Gunnar & CO, LLC
Industry Investment Banking
Experience
Joseph Gunnar & CO, LLC   September 2015 - Present
Aegis Capital  September 2011 - September 2015
Rodman & Renshaw  August 2010 - September 2011
Fordham Financial Management   June 2008 - August 2010
Citi  May 2007 - July 2007

Skills
Series 7, Trading, Equities, Series 63, Equity Research, Equity Capital Markets, FINRA, Equity Valuation, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Institutional, Financial Markets, Alternative Investments, Investments, Options, Fixed Income, Securities, Bloomberg Terminal, Equity Trading, Investor Relations, Bonds, Electronic Trading, Asset Management, Investment Strategies, Emerging Markets, Private Placements, Series 24

Education
University of Central Florida   2004 — 2008
BS, Finance

Jason DePeaux Jason DePeaux Greater New York City Area Details
Jason DePeaux's Fordham Financial Management Experience January 2010 - June 2010
Job Founder/CTO at REVEU.ME
Industry Information Technology and Services
Experience
REVEU.ME   May 2015 - Present
Papercut Magazine  September 2010 - Present
Time Inc.  May 2014 - May 2015
Spanfeller Media Group  September 2013 - May 2014
NBCUniversal, Inc.   May 2013 - July 2013
American Media  April 2011 - April 2013
Morales Soukeras PLLC   January 2011 - May 2011
Air-Land-Sea Travel   June 2010 - April 2011
Voices from the Garage Magazine   December 2010 - January 2011
Fordham Financial Management   January 2010 - June 2010

Skills
Drupal, PHP, HTML, JavaScript, CSS, SQL, E-commerce, Content Management, LAMP, jQuery, MySQL, CSS3, Git, CMS, Web Design, Apache, XHTML, HTML 5, User Experience, Web Applications, Web Development, AJAX, XML, OS X, Front-end, HTML5

Education
University of Arizona   2005 — 2009
Bachelors of Science, Mathematics, Computer Science

Joshua Conroy Joshua Conroy Greater New York City Area Details
Joshua Conroy's Fordham Financial Management Experience January 2013 - February 2015
Job Head of Sales at Dynasty Wealth
Industry Financial Services
Experience
Dynasty Wealth   February 2015 - Present
Fordham Financial Management   January 2013 - February 2015
John Carris Investments  August 2012 - January 2013
Charles Morgan Securities   November 2011 - July 2012

Skills
Equities, Fixed Income, Series 7, Investments, Wealth Management, Investment Banking, Investment Advisory, Mutual Funds, Capital Markets, Hedge Funds, Portfolio Management, Asset Management, Strategic Financial..., Trading, Securities, Series 63, Alternative Investments, Private Equity, Asset Allocation, Bloomberg, Financial Markets, Valuation

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1995
BS, Finance

George B. Codding II George B. Codding II Lancaster, Pennsylvania Area Details
George B. Codding II's Fordham Financial Management Experience March 2006 - August 2007
Job Attorney
Industry Law Practice
Experience
Ramunno & Ramunno Law Offices   October 2014 - Present
The Law Office of Robert I. Masten, Jr., Esq., LLC   February 2013 - October 2014
Brandywine Executive Center  October 2012 - August 2013
Professor Lawrence A. Hamermesh   September 2011 - September 2011
Fordham Financial Management   March 2006 - August 2007
Projects Plus Inc.   August 2004 - February 2005
Bay View Auctions   September 2001 - August 2004

Skills
Legal Writing, Westlaw, Legal Research, Corporate Law, Litigation, Lexis, Fundraising, Incorporation Services, LLC Formation, Secretary of State..., Art History, Connoisseurship, Tribal Art, Antiquities, Business Development, Management, Finance, Investments, Sales, Risk Management, Corporate Governance, Legal Assistance, Professional Services, Document Review, Research, Civil Litigation, Public Speaking, Trials, LexisNexis

Education
Widener University School of Law Delaware   2009 — 2012
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law

New York University
Public Relations, Arts Appraisal, Arts Administration

University of Delaware
B.A., Art History

Charles Giordano Jr. Charles Giordano Jr. Greater New York City Area Details
Charles Giordano Jr.'s Fordham Financial Management Experience May 2001 - October 2014
Job Registered Investment Advisor
Industry Financial Services
Experience
Empire Asset Management Company   November 2014 - Present
Fordham Financial Management   May 2001 - October 2014

Skills
Obtained Series 7 &..., I'm registered as an..., I'm registered as an..., Microsoft Office, Bloomberg Terminal, Thomson One, Reuters, RBC Capital Research, Licensed Life & Health..., Equities, Finance, Portfolio Management, Securities, Thompson One, Financial Markets, Investments, Financial Modeling, Wealth Management, Asset Management, Series 7, Series 63, Mutual Funds, Private Equity, Asset Allocation, Financial Analysis, Fixed Income, Valuation, Bloomberg, Capital Markets, Hedge Funds, Financial Services, Retirement Planning, Options, Strategic Planning, Investment Advisory, Investment Banking, Corporate Finance, Trading, Business Strategy, Private Placements, Due Diligence, Risk Management, Financial Planning, Management, Mergers, Emerging Markets, Equity Research, Venture Capital, Financial Risk, Microsoft Excel

Education
Pace University - Lubin School of Business   1999 — 2001
Bachelor of Business Administration (BBA), Finance, General

Iona College   1997 — 1999
Associate's degree, Finance and Financial Management Services

Richard McCutcheon Richard McCutcheon Greater New York City Area Details
Richard McCutcheon's Fordham Financial Management Experience August 2007 - February 2008
Job Telecommunications Expense Analyst
Industry Telecommunications
Experience
Bessemer Trust  August 2015 - Present
Tangoe  October 2012 - August 2015
TD Wealth Management  January 2010 - May 2010
E*TRADE Financial  February 2008 - July 2009
Fordham Financial Management   August 2007 - February 2008
Blockbuster inc  January 2000 - January 2005

Skills
Leadership, Human Resources, Microsoft Excel, Training, Banking, Marketing, Software Documentation, Time Management, Microsoft Word, Accounting, Retail, Financial Services, Process Improvement, Customer Service, Business Analysis, Account Management

Education
Bloomsburg University of Pennsylvania   2003 — 2007
Bachelor of Science, Finance and Marketing

Matt Barker Matt Barker Greater New York City Area Details
Matt Barker's Fordham Financial Management Experience January 2010 - July 2010
Job Head of Sales and Business Development at Tangent Data Services
Industry Financial Services
Experience
Tangent Data Services   January 2014 - Present
Strategas Research Partners  July 2012 - January 2014
PCS Research Services  October 2010 - June 2012
HRC Fund Associates  October 2010 - June 2012
Fordham Financial Management   January 2010 - July 2010

Skills
Bloomberg Terminal, Investments, Series 63, Investment Strategies, Equity Research

Education
Franklin & Marshall College   2005 — 2009
BA, Finance

Walt Whitman High School

Walt Whitman High School

Max Farris Max Farris Albany, Georgia Details
Max Farris's Fordham Financial Management Experience January 2008 - April 2009
Job Compliance Counsel at Phoebe Putney Memorial Hospital Inc
Industry Hospital & Health Care
Experience
Phoebe Putney Memorial Hospital Inc  February 2015 - Present
Georgetown University  May 2012 - February 2015
Centers for Medicare & Medicaid Services  September 2010 - May 2012
Fordham Financial Management   January 2008 - April 2009

Skills
Policy Analysis, Legal Research, Policy, Government, Legal Writing, Public Policy, Litigation

Education
Georgetown University Law Center   2005 — 2008

Sergio Russell Sergio Russell New York, New York Details
Sergio Russell's Fordham Financial Management Experience September 2004 - March 2005
Job Advisory Operations Specialist at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities  July 2012 - Present
Park Avenue Securities  August 2008 - July 2012
E*TRADE Financial  February 2007 - April 2008
Computershare US  June 2005 - February 2007
Fordham Financial Management   September 2004 - March 2005

Skills
Equities, Investments, Trading, Mutual Funds, FBSI, CEP, Employee Stock Options, Team Building, Wealth Management, 401k, NFS, ETFs, Financial Advisory, Uniform Combined State..., Streetscape, Securities, Series 7, Series 63, Financial Services, Retirement, Series 24

Education
Kean University   2001 — 2004
B.A., Finance

Nanci Hom Nanci Hom New York, New York Details
Nanci Hom's Fordham Financial Management Experience April 2009 - January 2011
Job Operations Manager / EA to Joel Schreiber, CEO at Waterbridge Capital LLC
Industry Real Estate
Experience
Waterbridge Capital LLC   January 2011 - Present
Fordham Financial Management   April 2009 - January 2011
Brokerage America  October 2001 - May 2003
Commonwealth Associates  June 1995 - June 1999

Education
Pace University
BA, Economics

Justin Maier Justin Maier New York, New York Details
Justin Maier's Fordham Financial Management Experience August 2006 - March 2007
Job Capital Specialist at Fora Financial
Industry Financial Services
Experience
Fora Financial  May 2014 - Present
The National Memo  May 2013 - April 2014
JPMorgan Chase  December 2011 - March 2013
Ocean View Capital   July 2011 - December 2011
Credit Risk Monitor   January 2011 - June 2011
JHS Capital Advisors, LLC  March 2007 - December 2010
Fordham Financial Management   August 2006 - March 2007

Skills
Investments, Wealth Management, Sales, New Business Development, Account Management, Retirement Planning, Investment Advisory, Lead Generation, Salesforce.com, Trading, Cold Calling, Strategic Planning, Marketing, Analytics, Financial Services, Relationship Management, Major Accounts, Territory Development, Negotiation, Prospect Research, Digital Media, Digital Strategy, Email Marketing, Online Advertising, PPC, SEM, Customer Acquisition, Finance, Social Media, Management, Customer Service, Leadership

Education
SUNY Plattsburgh   2002 — 2006
Business Managment, Business Administration and Management, General

Ernest Ottoson Ernest Ottoson Hoboken, New Jersey Details
Ernest Ottoson's Fordham Financial Management Experience May 2008 - July 2010
Job Financial Services Professional
Industry Financial Services
Experience
Chase Investment Services Corp.  2010 - 2012
Fordham Financial Management   May 2008 - July 2010

Skills
New Business Development, Strategic Marketing, Account Management, Prospect Research, Referral Development, Portfolio Management, Financial Planning

Education
Lafayette College   2002 — 2006
Bachelor's of Arts, Economic and Business

Craig Lattimer Craig Lattimer New York, New York Details
Craig Lattimer's Fordham Financial Management Experience May 2008 - July 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2011 - Present
Fordham Financial Management   May 2008 - July 2011

Skills
Retirement Planning, Series 7, Series 63, Series 65, Wealth Management, Portfolio Management, Asset Allocation, Equities, Financial Planning, Finance, Fixed Income, Investments, Mutual Funds, Financial Analysis

Education
Central Connecticut State University
Bachelor of Science (BS), Marketing

Matthew Langlois Matthew Langlois New York, New York Details
Matthew Langlois's Fordham Financial Management Experience December 2010 - March 2012
Job FINRA Exam Instructor
Industry Oil & Energy
Experience
Nike  March 2014 - Present
Independent Contractor  March 2012 - Present
Independent Contractor  August 2008 - Present
Fordham Financial Management   December 2010 - March 2012
GFS Forex and Futures   September 2009 - December 2009
Maxim Group  January 2008 - August 2008
Columbia University in the City of New York  October 2003 - November 2007

Skills
Debt & Equity Capital..., Energy Derivatives, Equity Derivatives, Equities, Sales, Cold Calling, Research, Futures Trading, FINRA exam instructor, Series 3, Series 7, Series 55, Series 63, Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, Personal Training

Education
Columbia University in the City of New York   2003 — 2007
Bachelor’s Degree, Political Science, International Political Economics