Fulcrum Securities
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Fulcrum Securities Employees
Employee
Years
Job
Industry
Anthony Murdocca Anthony Murdocca's Fulcrum Securities Experience April 2015 - June 2015
Job Registered Representative
Industry Financial Services
Experience
Allstate June 2015 - Present
Life Plan Insurance Outlet October 2013 - Present
Fulcrum Securities April 2015 - June 2015
PlanMember Financial Corporation April 2014 - February 2015
Skills
Retirement Planning, Disability Insurance, Fixed Annuities, Series 6, Life Insurance, Mutual Funds, Strategic Financial..., Retirement, Investments, Term Life Insurance, Whole Life, Long-term Care, Long Term Care Insurance, Universal Life, Insurance, Securities, Financial Services, Sales, Accident, Direct Sales, Licensed Life, Employee Benefits, Brokers, Retirement Plan..., IRAs, 401k, Wealth Management, Series 63, Fixed Income, Estate Planning, Underwriting, Pensions, Investment Advisory, 401k Rollovers, Roth IRA, Life, Permanent Life Insurance, Wealth Accumulation, Retirement Savings, Series 65, Traditional IRA, SEP IRA
Education
Iona College 2007 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Harrison High School
Allstate June 2015 - Present
Life Plan Insurance Outlet October 2013 - Present
Fulcrum Securities April 2015 - June 2015
PlanMember Financial Corporation April 2014 - February 2015
Skills
Retirement Planning, Disability Insurance, Fixed Annuities, Series 6, Life Insurance, Mutual Funds, Strategic Financial..., Retirement, Investments, Term Life Insurance, Whole Life, Long-term Care, Long Term Care Insurance, Universal Life, Insurance, Securities, Financial Services, Sales, Accident, Direct Sales, Licensed Life, Employee Benefits, Brokers, Retirement Plan..., IRAs, 401k, Wealth Management, Series 63, Fixed Income, Estate Planning, Underwriting, Pensions, Investment Advisory, 401k Rollovers, Roth IRA, Life, Permanent Life Insurance, Wealth Accumulation, Retirement Savings, Series 65, Traditional IRA, SEP IRA
Education
Iona College 2007 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Harrison High School
William Wu William Wu's Fulcrum Securities Experience June 2012 - December 2012
Job KYC Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan February 2014 - March 2015
BNY Mellon August 2013 - September 2013
New York University September 2012 - May 2013
Fulcrum Securities June 2012 - December 2012
BNP Paribas January 2010 - April 2011
Skills
Financial Risk, Risk Management, Due Diligence, Anti Money Laundering, Compliance, Bank Secrecy Act, OFAC, USA PATRIOT Act, KYC, FINRA, Criminal Investigations, Project Management, Microsoft Excel, Statistics, Operations Management, Business Analytics, Data Analysis, MySQL, Risk Assessment, Bloomberg, Equities, Financial Modeling, Mutual Funds, Corporate Finance, Asset Management, Portfolio Management, Capital Markets, Financial Markets, Economics, Valuation, Wealth Management, Equity Valuation, Mandarin, Investment Banking, Financial Analysis, Investment Management, Global Investment..., Equity Research Analysis, Investment Strategies, Equity Research
Education
New York University
Master of Science (M.S.), Management, Specializations in Finance and Project Management
National Taipei University
Bachelor's degree, Economics, Minor in Business Administration
J.P. Morgan April 2015 - Present
J.P. Morgan February 2014 - March 2015
BNY Mellon August 2013 - September 2013
New York University September 2012 - May 2013
Fulcrum Securities June 2012 - December 2012
BNP Paribas January 2010 - April 2011
Skills
Financial Risk, Risk Management, Due Diligence, Anti Money Laundering, Compliance, Bank Secrecy Act, OFAC, USA PATRIOT Act, KYC, FINRA, Criminal Investigations, Project Management, Microsoft Excel, Statistics, Operations Management, Business Analytics, Data Analysis, MySQL, Risk Assessment, Bloomberg, Equities, Financial Modeling, Mutual Funds, Corporate Finance, Asset Management, Portfolio Management, Capital Markets, Financial Markets, Economics, Valuation, Wealth Management, Equity Valuation, Mandarin, Investment Banking, Financial Analysis, Investment Management, Global Investment..., Equity Research Analysis, Investment Strategies, Equity Research
Education
New York University
Master of Science (M.S.), Management, Specializations in Finance and Project Management
National Taipei University
Bachelor's degree, Economics, Minor in Business Administration
Bradley Wiseman Bradley Wiseman's Fulcrum Securities Experience December 2012 - January 2013
Job Account Executive at MetLife
Industry Insurance
Experience
MetLife March 2014 - Present
MetLife June 2013 - April 2014
Fulcrum Securities December 2012 - January 2013
Gettysburg College August 2012 - December 2012
Skills
Stata, Microsoft Excel, Econometrics, Data Analysis, Research, Microsoft Word, Sales, Employee Benefits, Life Insurance, Social Media, Series 6, Disability Insurance, Health Insurance, Property & Casualty..., Voluntary Employee..., Series 63, Dental Insurance, Cold Calling, Salesforce.com, Expatriate Benefits, Financial Wellness, Insurance, Leadership, Underwriting, Strategic Planning, Brokers, Hospital Indemnity..., Legal Plans, Identity Theft, Accident Insurance, Critical Illness...
Education
Gettysburg College 2009 — 2013
Economics, Graduated summa cum laude
MetLife March 2014 - Present
MetLife June 2013 - April 2014
Fulcrum Securities December 2012 - January 2013
Gettysburg College August 2012 - December 2012
Skills
Stata, Microsoft Excel, Econometrics, Data Analysis, Research, Microsoft Word, Sales, Employee Benefits, Life Insurance, Social Media, Series 6, Disability Insurance, Health Insurance, Property & Casualty..., Voluntary Employee..., Series 63, Dental Insurance, Cold Calling, Salesforce.com, Expatriate Benefits, Financial Wellness, Insurance, Leadership, Underwriting, Strategic Planning, Brokers, Hospital Indemnity..., Legal Plans, Identity Theft, Accident Insurance, Critical Illness...
Education
Gettysburg College 2009 — 2013
Economics, Graduated summa cum laude
Alexander Nowrasteh Alexander Nowrasteh's Fulcrum Securities Experience 2006 - 2007
Job Immigration Policy Analyst, Cato Institute
Industry Think Tanks
Experience
Cato Institute April 2012 - Present
Competitive Enterprise Institute September 2007 - April 2012
Fulcrum Securities 2006 - 2007
Skills
Economic Research, Legal Writing, Immigration Policy, Fundraising, Political Risk Analysis, Public Policy, Community Outreach, Economic Development, Legislative Research, Statistics, Speech Writing, Policy Research, Economic Policy, Qualitative Research
Education
London School of Economics and Political Science 2010 — 2011
MSc, Economic History, Merit
George Mason University 2002 — 2006
BA, Economics
Cato Institute April 2012 - Present
Competitive Enterprise Institute September 2007 - April 2012
Fulcrum Securities 2006 - 2007
Skills
Economic Research, Legal Writing, Immigration Policy, Fundraising, Political Risk Analysis, Public Policy, Community Outreach, Economic Development, Legislative Research, Statistics, Speech Writing, Policy Research, Economic Policy, Qualitative Research
Education
London School of Economics and Political Science 2010 — 2011
MSc, Economic History, Merit
George Mason University 2002 — 2006
BA, Economics
Crystal Wolf Crystal Wolf's Fulcrum Securities Experience August 2014 - May 2015
Job Trading Assistant/Research Analyst Intern at Fulcrum Securities
Industry Financial Services
Experience
D'Errico Platinum Corp. / D'Errico Jewelry November 2013 - Present
Fulcrum Securities August 2014 - May 2015
Keller Williams Real Estate April 2013 - January 2015
North Empire LLC February 2012 - October 2013
Performance Equity Management, LLC 2013 - 2013
Veritas Capital June 2012 - September 2012
Goldfarb Properties August 2008 - September 2011
Washington Mutual Bank January 2004 - November 2006
Skills
Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Bookkeeping, Office Management, Administrative..., Accounts Receivable, Accounts Payable, Office Administration, Fax, Banking, Real Estate Transactions, Property Management, Management, Sales, Investment Properties, Real Estate, Financial Analysis, Customer Service, Accounting, Social Networking, Finance
Education
Iona College
Westchester Community College
A.A.S, Business Administration
D'Errico Platinum Corp. / D'Errico Jewelry November 2013 - Present
Fulcrum Securities August 2014 - May 2015
Keller Williams Real Estate April 2013 - January 2015
North Empire LLC February 2012 - October 2013
Performance Equity Management, LLC 2013 - 2013
Veritas Capital June 2012 - September 2012
Goldfarb Properties August 2008 - September 2011
Washington Mutual Bank January 2004 - November 2006
Skills
Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Bookkeeping, Office Management, Administrative..., Accounts Receivable, Accounts Payable, Office Administration, Fax, Banking, Real Estate Transactions, Property Management, Management, Sales, Investment Properties, Real Estate, Financial Analysis, Customer Service, Accounting, Social Networking, Finance
Education
Iona College
Westchester Community College
A.A.S, Business Administration
Debra Grech's Fulcrum Securities Experience June 2010 - August 2010
Job Cashier at RITE AID
Industry Museums and Institutions
Experience
RITE AID November 2014 - Present
The Children's Place February 2011 - March 2012
RICKY'S NYC October 2010 - November 2010
Fulcrum Securities June 2010 - August 2010
Skills
Always Punctual, Works Well in Groups, Organized, Customer Service, Customer Engagement, Cashiering, Retail Displays, Research, Report Writing, Women's Studies, PowerPoint, Microsoft Word, Microsoft Excel
Education
City University of New York-Queens College 2009 — 2013
Bachelor of Arts (BA), History, Honors
Forest Hills High School
RITE AID November 2014 - Present
The Children's Place February 2011 - March 2012
RICKY'S NYC October 2010 - November 2010
Fulcrum Securities June 2010 - August 2010
Skills
Always Punctual, Works Well in Groups, Organized, Customer Service, Customer Engagement, Cashiering, Retail Displays, Research, Report Writing, Women's Studies, PowerPoint, Microsoft Word, Microsoft Excel
Education
City University of New York-Queens College 2009 — 2013
Bachelor of Arts (BA), History, Honors
Forest Hills High School
Oscar Brugal Davila Oscar Brugal Davila's Fulcrum Securities Experience May 2014 - August 2014
Job Investment Research Intern at OTR Global
Industry Financial Services
Experience
Manhattanville College September 2013 - May 2015
Manhattanville College Admissions Office September 2013 - May 2015
OTR Global September 2014 - November 2014
Fulcrum Securities May 2014 - August 2014
Vimenca September 2011 - August 2013
Skills
Community Outreach, Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Higher Education, Event Planning, Data Entry, Student Affairs, Public Speaking, Editing, Social Media, Fundraising, Facebook, Nonprofits, Teaching, Social Networking, Spanish, Outlook, Data Analysis, Bloomberg, Financial Modeling, Financial Analysis
Education
Manhattanville College 2013 — 2015
Bachelor’s Degree, Finance, 3.8
PUCMM 2011 — 2013
Manhattanville College September 2013 - May 2015
Manhattanville College Admissions Office September 2013 - May 2015
OTR Global September 2014 - November 2014
Fulcrum Securities May 2014 - August 2014
Vimenca September 2011 - August 2013
Skills
Community Outreach, Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Higher Education, Event Planning, Data Entry, Student Affairs, Public Speaking, Editing, Social Media, Fundraising, Facebook, Nonprofits, Teaching, Social Networking, Spanish, Outlook, Data Analysis, Bloomberg, Financial Modeling, Financial Analysis
Education
Manhattanville College 2013 — 2015
Bachelor’s Degree, Finance, 3.8
PUCMM 2011 — 2013
Michael Welch Michael Welch's Fulcrum Securities Experience October 2014 - December 2014
Job Senior Analyst Cash and Collateral Services Hedge Fund Services
Industry Financial Services
Experience
Northern Trust February 2015 - Present
Fulcrum Securities October 2014 - December 2014
Iona College Trading Floor September 2014 - December 2014
Iona College August 2010 - December 2014
Competitive Edge Consulting March 2013 - June 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Microsoft Word, Morningstar, Public Speaking, Fundraising, Equities, Teamwork, Social Media, PowerPoint
Education
Iona College 2012 — 2014
BBA, Finance, General
Northern Trust February 2015 - Present
Fulcrum Securities October 2014 - December 2014
Iona College Trading Floor September 2014 - December 2014
Iona College August 2010 - December 2014
Competitive Edge Consulting March 2013 - June 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Microsoft Word, Morningstar, Public Speaking, Fundraising, Equities, Teamwork, Social Media, PowerPoint
Education
Iona College 2012 — 2014
BBA, Finance, General
Marc Eisen's Fulcrum Securities Experience January 2013 - July 2014
Job Consulting individuals and business owners with their capital needs and real estate investment opportunities.
Industry Financial Services
Experience
Axcel Capital Group May 2015 - Present
Philadelphia Investors LTD August 2014 - Present
K-12 Therapy April 2012 - Present
Chaikin Analytics LLC January 2014 - March 2015
Fulcrum Securities January 2013 - July 2014
CV Brokerage May 2012 - December 2012
Market 76 April 2011 - December 2012
Monadnock Capital Management November 2009 - April 2011
Riverbank Trading January 2009 - October 2009
Trading Places Corporation January 1996 - January 2009
Skills
Options, Equities, ETFs, Trading, Derivatives, Electronic Trading, Sales, Equity Derivatives, Hedging, Market Making, Financial Markets, Trading Strategies, Options Strategies, Volatility, Real Estate Financing, Series 63, Technical Analysis, Alternative Investments, Bloomberg, FX Options, Traders, Risk Management, Equity Trading, Investments, Securities, Series 24, Fixed Income, Investment Strategies, Portfolio Management, FX trading, Capital Markets, Asset Allocation, Equity Research, Currency
Education
University of Delaware 1982 — 1986
Bachelor of Science, Finance
Livingston High School 1979 — 1982
Axcel Capital Group May 2015 - Present
Philadelphia Investors LTD August 2014 - Present
K-12 Therapy April 2012 - Present
Chaikin Analytics LLC January 2014 - March 2015
Fulcrum Securities January 2013 - July 2014
CV Brokerage May 2012 - December 2012
Market 76 April 2011 - December 2012
Monadnock Capital Management November 2009 - April 2011
Riverbank Trading January 2009 - October 2009
Trading Places Corporation January 1996 - January 2009
Skills
Options, Equities, ETFs, Trading, Derivatives, Electronic Trading, Sales, Equity Derivatives, Hedging, Market Making, Financial Markets, Trading Strategies, Options Strategies, Volatility, Real Estate Financing, Series 63, Technical Analysis, Alternative Investments, Bloomberg, FX Options, Traders, Risk Management, Equity Trading, Investments, Securities, Series 24, Fixed Income, Investment Strategies, Portfolio Management, FX trading, Capital Markets, Asset Allocation, Equity Research, Currency
Education
University of Delaware 1982 — 1986
Bachelor of Science, Finance
Livingston High School 1979 — 1982
Thomas J. Fagan Thomas J. Fagan's Fulcrum Securities Experience 2007 - 2009
Job Financial Specialist at PNC Bank Washington, D.C.
Industry Banking
Experience
PNC 2013 - Present
Fulcrum Securities, Inc 2009 - 2012
Fulcrum Securities 2007 - 2009
Education
The University of Dallas 2003 — 2007
Bachelor of Arts (B.A.), English Literature
The Heights School, Potomac MD 1993 — 2003
Salutatorian
PNC 2013 - Present
Fulcrum Securities, Inc 2009 - 2012
Fulcrum Securities 2007 - 2009
Education
The University of Dallas 2003 — 2007
Bachelor of Arts (B.A.), English Literature
The Heights School, Potomac MD 1993 — 2003
Salutatorian
Alex Bain's Fulcrum Securities Experience February 2014 - May 2014
Job Analyst Intern at Vantage Commodities Financial Services, LLC
Industry Financial Services
Experience
Vantage Commodities Financial Services, LLC June 2015 - Present
Advanced Portfolio Management June 2014 - December 2014
Fulcrum Securities February 2014 - May 2014
Vector Marketing January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg Terminal, Leadership, Financial Modeling, Pro Forma Development, Portfolio Management, Microsoft SQL Server, Data Analysis, Investments, Trading, Finance, Mac OS, Social Networking, Bloomberg, PowerPoint, Binary Translation, Microsoft Word, HTML Scripting, Basic HTML, Macroeconomics, VBA
Education
Fordham Gabelli School of Business 2013 — 2017
Bachelor’s Degree, Finance Major Concentrations in Alternative Investments & Value Investing Economics Minor
Fordham University London Centre 2015 — 2015
Bachelor’s Degree, Finance Major Concentrations in Alternative Investments & Value Investing Economics Minor
Strake Jesuit College Preparatory 2009 — 2013
High School
Vantage Commodities Financial Services, LLC June 2015 - Present
Advanced Portfolio Management June 2014 - December 2014
Fulcrum Securities February 2014 - May 2014
Vector Marketing January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg Terminal, Leadership, Financial Modeling, Pro Forma Development, Portfolio Management, Microsoft SQL Server, Data Analysis, Investments, Trading, Finance, Mac OS, Social Networking, Bloomberg, PowerPoint, Binary Translation, Microsoft Word, HTML Scripting, Basic HTML, Macroeconomics, VBA
Education
Fordham Gabelli School of Business 2013 — 2017
Bachelor’s Degree, Finance Major Concentrations in Alternative Investments & Value Investing Economics Minor
Fordham University London Centre 2015 — 2015
Bachelor’s Degree, Finance Major Concentrations in Alternative Investments & Value Investing Economics Minor
Strake Jesuit College Preparatory 2009 — 2013
High School
Michael DeCairano's Fulcrum Securities Experience January 2015 - Present
Job Lubin School of Business, Financial Management/International Business
Industry Financial Services
Experience
Fulcrum Securities January 2015 - Present
JP Morgan Chase June 2010 - May 2013
Beaufort Capital 2013 - 2013
Northwestern Mutual May 2009 - March 2011
2008 Summer RESUMÉS May 2008 - September 2008
Skills
Microsoft Excel, Access, Microsoft Office, Series 6, Series 63, Finance, Investments, Financial Modeling, Financial Services, Insurance, PowerPoint, Microsoft Word, Equity Research, Retirement Planning, Equities, Capital Markets, Banking, Training, Corporate Finance, Bloomberg
Education
Pace University - Lubin School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Sacred Heart University 2005 — 2010
Bachelors, Business/Finance
EHS 2001 — 2005
Diploma, High School
Fulcrum Securities January 2015 - Present
JP Morgan Chase June 2010 - May 2013
Beaufort Capital 2013 - 2013
Northwestern Mutual May 2009 - March 2011
2008 Summer RESUMÉS May 2008 - September 2008
Skills
Microsoft Excel, Access, Microsoft Office, Series 6, Series 63, Finance, Investments, Financial Modeling, Financial Services, Insurance, PowerPoint, Microsoft Word, Equity Research, Retirement Planning, Equities, Capital Markets, Banking, Training, Corporate Finance, Bloomberg
Education
Pace University - Lubin School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Sacred Heart University 2005 — 2010
Bachelors, Business/Finance
EHS 2001 — 2005
Diploma, High School
Jordan Sack's Fulcrum Securities Experience August 2012 - December 2012
Job Domain Expert, Superteam at Dataminr, Inc.
Industry Internet
Experience
Dataminr, Inc. September 2015 - Present
Dataminr, Inc. August 2013 - September 2015
Fulcrum Securities August 2012 - December 2012
AXA Advisors May 2011 - September 2011
VTM June 2010 - August 2010
Skills
Equity Trading, Derivative Trading, Financial News, Data Analysis, Fixed Income Strategies, Wealth Management, Microsoft Excel, PowerPoint, Finance, Trading, Microsoft Office
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Dataminr, Inc. September 2015 - Present
Dataminr, Inc. August 2013 - September 2015
Fulcrum Securities August 2012 - December 2012
AXA Advisors May 2011 - September 2011
VTM June 2010 - August 2010
Skills
Equity Trading, Derivative Trading, Financial News, Data Analysis, Fixed Income Strategies, Wealth Management, Microsoft Excel, PowerPoint, Finance, Trading, Microsoft Office
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Abe Lerman's Fulcrum Securities Experience May 2012 - March 2013
Job Quantitative Analyst at Dun and Bradstreet
Industry Financial Services
Experience
Dun and Bradstreet January 2015 - Present
AdFin September 2013 - December 2014
GreenPoint Global May 2013 - August 2013
Fordham University January 2013 - May 2013
Fulcrum Securities May 2012 - March 2013
The Tutoring Club September 2011 - August 2012
Brenda Taylor Gallery June 2010 - April 2012
WhiteLeaf Entertainment Group June 2011 - August 2011
Skills
Python, SQL, Machine Learning, Quantitative Analytics, Statistics
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (M.S.), Quantitative Finance
Skidmore College 2007 — 2011
B.S., Mathematics
John Jay High School
Dun and Bradstreet January 2015 - Present
AdFin September 2013 - December 2014
GreenPoint Global May 2013 - August 2013
Fordham University January 2013 - May 2013
Fulcrum Securities May 2012 - March 2013
The Tutoring Club September 2011 - August 2012
Brenda Taylor Gallery June 2010 - April 2012
WhiteLeaf Entertainment Group June 2011 - August 2011
Skills
Python, SQL, Machine Learning, Quantitative Analytics, Statistics
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (M.S.), Quantitative Finance
Skidmore College 2007 — 2011
B.S., Mathematics
John Jay High School
Haivan NG Haivan NG's Fulcrum Securities Experience September 2014 - December 2014
Job Analyst at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group April 2015 - Present
Fulcrum Securities September 2014 - December 2014
Superintendency of Banks of the Dominican Republic January 2012 - August 2012
Skills
Microsoft Office, Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Risk Management, Accounting, Financial Reporting, Business Analysis, Valuation, Financial Risk, Mergers, Financial Accounting, PowerPoint, Presentation Design, Windows, Mac OS, Keynote, Microsoft Word, Corporate Finance, Equity Research Analysis, Bloomberg, FactSet, IBM Cognos TM1, LexisNexis, Options, Derivatives
Education
Hult International Business School 2013 — 2014
Master's Degree, Finance
Investment Banking Institute 2013 — 2013
Certificate, Financial Modeling and Valuation
Pontificia Universidad Católica Madre y Maestra 2008 — 2012
Bachelor's Degree, Accounting and Finance
CRT Capital Group April 2015 - Present
Fulcrum Securities September 2014 - December 2014
Superintendency of Banks of the Dominican Republic January 2012 - August 2012
Skills
Microsoft Office, Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Risk Management, Accounting, Financial Reporting, Business Analysis, Valuation, Financial Risk, Mergers, Financial Accounting, PowerPoint, Presentation Design, Windows, Mac OS, Keynote, Microsoft Word, Corporate Finance, Equity Research Analysis, Bloomberg, FactSet, IBM Cognos TM1, LexisNexis, Options, Derivatives
Education
Hult International Business School 2013 — 2014
Master's Degree, Finance
Investment Banking Institute 2013 — 2013
Certificate, Financial Modeling and Valuation
Pontificia Universidad Católica Madre y Maestra 2008 — 2012
Bachelor's Degree, Accounting and Finance
Van D. Olmstead,Jr. CFP® AWMA® Van D. Olmstead,Jr. CFP® AWMA®'s Fulcrum Securities Experience March 2014 - Present
Job Senior Vice President Branch Manager at Fulcrum Securities
Industry Financial Services
Experience
Fulcrum Securities March 2014 - Present
Fulcrum Securities, LLC. September 2010 - Present
Capital District Kiwanis 1983 - 2015
Capital District Kiwanis 1983 - 2015
Kiwanis Club of Wilmington DE 2012 - 2013
Congregation Beth Emeth 2010 - 2013
Congregation Beth Emeth 2010 - 2013
Janney Montgomery Scott LLC May 2001 - October 2010
Legg Mason January 1989 - March 2001
Alex. Brown & Sons, Incorporated November 1983 - January 1989
Skills
Asset Allocation, Securities, Wealth Management..., Investments, Wealth Management, Series 7, Financial Advisory, Retirement Planning, Finance, Alternative Investments, Mutual Funds, Investment Advisory, ETFs, Series 63, FINRA, Series 24, Investment Strategies, Series 65, 401k, Asset Management, Estate Planning, Portfolio Management, Retirement, Fixed Annuities, Strategic Financial..., Equities
Education
University of Pennsylvania 2005 — 2006
AWMA, Wealth Management (Wharton)
Widener University School of Law 1973 — 1975
Law
West Chester University of Pennsylvania 1965 — 1969
BA, Political Science, History
Fulcrum Securities March 2014 - Present
Fulcrum Securities, LLC. September 2010 - Present
Capital District Kiwanis 1983 - 2015
Capital District Kiwanis 1983 - 2015
Kiwanis Club of Wilmington DE 2012 - 2013
Congregation Beth Emeth 2010 - 2013
Congregation Beth Emeth 2010 - 2013
Janney Montgomery Scott LLC May 2001 - October 2010
Legg Mason January 1989 - March 2001
Alex. Brown & Sons, Incorporated November 1983 - January 1989
Skills
Asset Allocation, Securities, Wealth Management..., Investments, Wealth Management, Series 7, Financial Advisory, Retirement Planning, Finance, Alternative Investments, Mutual Funds, Investment Advisory, ETFs, Series 63, FINRA, Series 24, Investment Strategies, Series 65, 401k, Asset Management, Estate Planning, Portfolio Management, Retirement, Fixed Annuities, Strategic Financial..., Equities
Education
University of Pennsylvania 2005 — 2006
AWMA, Wealth Management (Wharton)
Widener University School of Law 1973 — 1975
Law
West Chester University of Pennsylvania 1965 — 1969
BA, Political Science, History
Spencer Quinn Spencer Quinn's Fulcrum Securities Experience August 2015 - Present
Job Trading and Research Analyst Intern at Fulcrum Securities
Industry Market Research
Experience
Fulcrum Securities August 2015 - Present
Quinn and Company, LLC November 2011 - Present
Wykagyl Country Club September 2011 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Management
Education
Iona College 2011 — 2015
Bachelor's degree, Finance, General
Fulcrum Securities August 2015 - Present
Quinn and Company, LLC November 2011 - Present
Wykagyl Country Club September 2011 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Management
Education
Iona College 2011 — 2015
Bachelor's degree, Finance, General
Richard Weiss's Fulcrum Securities Experience April 2012 - January 2015
Job Equity Trader
Industry Financial Services
Experience
Fort Lauderdale area January 2015 - Present
Fulcrum Securities April 2012 - January 2015
WJB Capital February 2009 - January 2012
Alliance Growth Equities, a Division of AllianceBernstein, L.P 1994 - 2008
Shields Asst Management January 1984 - January 1994
Skills
Equity Trading, Equities, Series 7, Trading, Hedge Funds, Bloomberg, Fixed Income, Portfolio Management, Risk Management, Financial Services, Investment Banking, Asset Management, ETFs, Investments, Series 63, Options, Trading Systems, Electronic Trading, Derivatives, Alternative Investments, Asset Allocation, Equity Derivatives, Equity Research, FX Options, Capital Markets, Financial Markets, Mutual Funds
Education
Long Island University 1977 — 1982
Bachelor of Science (BS), Finance and Marketing
Fort Lauderdale area January 2015 - Present
Fulcrum Securities April 2012 - January 2015
WJB Capital February 2009 - January 2012
Alliance Growth Equities, a Division of AllianceBernstein, L.P 1994 - 2008
Shields Asst Management January 1984 - January 1994
Skills
Equity Trading, Equities, Series 7, Trading, Hedge Funds, Bloomberg, Fixed Income, Portfolio Management, Risk Management, Financial Services, Investment Banking, Asset Management, ETFs, Investments, Series 63, Options, Trading Systems, Electronic Trading, Derivatives, Alternative Investments, Asset Allocation, Equity Derivatives, Equity Research, FX Options, Capital Markets, Financial Markets, Mutual Funds
Education
Long Island University 1977 — 1982
Bachelor of Science (BS), Finance and Marketing
Brian Bloxom's Fulcrum Securities Experience March 2008 - March 2014
Job Managing Partner at Sunrise Wealth Partners
Industry Financial Services
Experience
Sunrise Wealth Partners March 2014 - Present
Fulcrum Securities March 2008 - March 2014
SunTrust Investment Services November 1997 - March 2008
SunTrust Investment Services 1997 - 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Strategic Financial..., Fixed Annuities, Asset Managment, Financial Analysis, Options, Equities, Insurance
Education
Mary Washington College 1990 — 1994
Bachelor of Science, Business Administration
Sunrise Wealth Partners March 2014 - Present
Fulcrum Securities March 2008 - March 2014
SunTrust Investment Services November 1997 - March 2008
SunTrust Investment Services 1997 - 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Strategic Financial..., Fixed Annuities, Asset Managment, Financial Analysis, Options, Equities, Insurance
Education
Mary Washington College 1990 — 1994
Bachelor of Science, Business Administration
Byron Walker's Fulcrum Securities Experience October 2008 - January 2009
Job Project Manager at AJ Greenwich Construction Management
Industry Real Estate
Experience
Walker Construction & Development Ltd May 2015 - Present
Verboten March 2014 - Present
AJG Construction April 2013 - Present
Price Waterhouse Coopers September 2010 - March 2013
Fieldstone Private Capital Group Ltd May 2009 - August 2009
Fulcrum Securities October 2008 - January 2009
Merrill Lynch 2009 - 2009
Education
The George Washington University - School of Business 2006 — 2010
BA, Finance
Walker Construction & Development Ltd May 2015 - Present
Verboten March 2014 - Present
AJG Construction April 2013 - Present
Price Waterhouse Coopers September 2010 - March 2013
Fieldstone Private Capital Group Ltd May 2009 - August 2009
Fulcrum Securities October 2008 - January 2009
Merrill Lynch 2009 - 2009
Education
The George Washington University - School of Business 2006 — 2010
BA, Finance
Jeffrey Dolhon's Fulcrum Securities Experience December 2011 - December 2014
Job Trading
Industry Financial Services
Experience
Fulcrum Securities December 2011 - December 2014
Skills
Bloomberg, Series 7, Series 24, Hedge Funds, Series 63, Series 55, Equities, Equity Trading, Mutual Funds, Series 4, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Investments, Securities
Education
James Madison University 2008 — 2011
BBA, Finance
Stony Brook University 2007 — 2008
Finance
Fulcrum Securities December 2011 - December 2014
Skills
Bloomberg, Series 7, Series 24, Hedge Funds, Series 63, Series 55, Equities, Equity Trading, Mutual Funds, Series 4, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Investments, Securities
Education
James Madison University 2008 — 2011
BBA, Finance
Stony Brook University 2007 — 2008
Finance
Chao Zhu's Fulcrum Securities Experience September 2011 - December 2011
Job Graduate Student at New York University
Industry Financial Services
Experience
AXA Advisors February 2013 - May 2013
Fulcrum Securities September 2011 - December 2011
Citi July 2011 - August 2011
Skills
Microsoft Office, Economics, Financial Accounting, Statistics, Econometrics, Market Research
Education
New York University 2013 — 2014
Master of Arts (M.A.), Economics
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ningbo Xiaoshi High School, Zhejiang, China 2002 — 2007
AXA Advisors February 2013 - May 2013
Fulcrum Securities September 2011 - December 2011
Citi July 2011 - August 2011
Skills
Microsoft Office, Economics, Financial Accounting, Statistics, Econometrics, Market Research
Education
New York University 2013 — 2014
Master of Arts (M.A.), Economics
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ningbo Xiaoshi High School, Zhejiang, China 2002 — 2007
Colin Glennon's Fulcrum Securities Experience July 2014 - Present
Job Assistant Trader/Branch Operations
Industry Financial Services
Experience
Fulcrum Securities July 2014 - Present
Just Our Shoes July 2013 - August 2013
Fulcrum Securities May 2013 - August 2013
Ridgewood YM/YWCA June 2009 - August 2013
Skills
Economics, Receptionist Duties, Management, Accounting, Computer Operation, Calculus, Maintainance, Telephone Reception, Appointment Scheduling, Organization, Series 7, Series 55
Education
Rowan University 2011 — 2014
BS, Business Administration and Management, General
Fulcrum Securities July 2014 - Present
Just Our Shoes July 2013 - August 2013
Fulcrum Securities May 2013 - August 2013
Ridgewood YM/YWCA June 2009 - August 2013
Skills
Economics, Receptionist Duties, Management, Accounting, Computer Operation, Calculus, Maintainance, Telephone Reception, Appointment Scheduling, Organization, Series 7, Series 55
Education
Rowan University 2011 — 2014
BS, Business Administration and Management, General
Thanasi Tomaras's Fulcrum Securities Experience March 2012 - Present
Job First VP Investments at Fulcrum Securities
Industry Financial Services
Experience
Fulcrum Securities March 2012 - Present
Morgan Stanley July 2004 - March 2012
H&R Block Financial Advisors February 1996 - July 2004
Skills
Series 7, Series 65, Series 63, Stocks, Licensed Life & Health..., Bonds, Indexing, Portfolio Management, Equity Research, Capital Markets, 401k, 401k Rollovers, Series 24, Retirement Planning, Life Insurance, Financial Advisory, Financial Planning
Education
University of Florida 1988 — 1993
Bachelor of Science (B.S.), Chemistry
Fulcrum Securities March 2012 - Present
Morgan Stanley July 2004 - March 2012
H&R Block Financial Advisors February 1996 - July 2004
Skills
Series 7, Series 65, Series 63, Stocks, Licensed Life & Health..., Bonds, Indexing, Portfolio Management, Equity Research, Capital Markets, 401k, 401k Rollovers, Series 24, Retirement Planning, Life Insurance, Financial Advisory, Financial Planning
Education
University of Florida 1988 — 1993
Bachelor of Science (B.S.), Chemistry
Mindy Kanne's Fulcrum Securities Experience March 2011 - January 2015
Job Compliance Associate/Administrative Assistant
Industry Financial Services
Experience
Fulcrum Securities March 2011 - January 2015
Wheelhouse Securities Corp. June 2009 - March 2011
Fulcrum Securities Inc. March 2008 - January 2009
Flagstone Securities September 2004 - January 2008
Education
Missouri State University 1991 — 1995
Bachelor's Degree, Therapeutic Recreation/Recreational Therapy
Fulcrum Securities March 2011 - January 2015
Wheelhouse Securities Corp. June 2009 - March 2011
Fulcrum Securities Inc. March 2008 - January 2009
Flagstone Securities September 2004 - January 2008
Education
Missouri State University 1991 — 1995
Bachelor's Degree, Therapeutic Recreation/Recreational Therapy