Fulcrum Securities, LLC
Address: 333 Westchester Ave, White Plains, NY 10604 Hours: Closed ⋅ Opens 9AM Tue Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (914) 220-9900: Website: : : Category: : Place name: : : 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.Add missing informationAdd website 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 Fulcrum Securities Posting publicly on the Web Write a review Reviews Be the first to review
Fulcrum Securities, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fulcrum Securities, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fulcrum Securities, LLC Employees
McGladrey June 2015 - Present
American Financial Services Association December 2013 - September 2014
Congressional Office of Mick Mulvaney April 2013 - August 2013
Rec Sports February 2012 - May 2013
Washington Golf Country Club April 2009 - February 2013
Fulcrum Securities, LLC June 2012 - August 2012
Locke Lord Strategies June 2008 - August 2008
Skills
Mathematics, QuickBooks, Microsoft Office, Tourism, Note Taking, History, Leadership, Microsoft Word, Nonprofits, Research, PowerPoint, Interpersonal Skill, Legislative Relations, Fundraising, Microsoft Excel, Public Speaking, Accounting, Management, Politics, Social Networking
Education
Franciscan University of Steubenville 2013 — 2015
Accounting
Virginia Tech 2011 — 2013
The Heights School 2007 — 2011
Atrium Financial Associates, LLC (Vantage Point Bank) 2013 - Present
Fulcrum Securities, LLC 2010 - 2013
Janney Montgomery Scott, LLC 2003 - 2010
Wachovia Securities (Wells Fargo Securities) 2000 - 2003
Morgan Stanley 1991 - 1999
Paine Webber 1987 - 1991
Skills
Sales Leadership, Growth Strategies, Account Management, Negotiation, Social Selling, Sales Operations, Marketing Strategy, Wealth Management, Sales Lead Partnerships, Series 7, Series 63, Mutual Funds, Investments, Financial Services, Asset Management, Alternative Investments, Retirement Planning, Portfolio Management, Business Development, Solution Selling, Relationship Management, Lead Generation, Prospect Conversion, Networking, Cold Calling, Financial Analysis, Client Loyalty, Referral Programs, Operations Management, Policies & Procedures, Regulatory Compliance, Closing Business, Sales Skills Development, Coaching & Mentoring, Seminar Selling Model, Product Education, Training, Presentations, Effective Communications, Strategic Selling, Establishing Strategic..., Cross-functional..., Public Speaking, Recruiting, Sales Process, Sales Presentations, Business Analysis, Strategic Communications, Social Skills, Stocks
Education
University of Pennsylvania - The Wharton School
Wealth Management Accreditation Program
University of Cincinnati
Bachelor of Science, Pharmacy
Fulcrum Securities LLC January 2014 - Present
Media & Entertainment Consultant June 2010 - Present
Mass Mutual Financial Group 2012 - January 2014
Quantech Corporation October 2010 - 2012
Sony Music Entertainment January 2006 - March 2010
Columbia Records Group July 1994 - December 2005
Skills
New Business Development, Start-ups, Business Planning, Business Development, Management, Entrepreneur, Managerial Finance, Analysis, Entrepreneurship, Strategic Planning, Strategy, Forecasting, Entertainment, Advertising, Contract Negotiation, Strategic Partnerships, Operations Management, P&L Management, Budgets, Finance, Competitive Analysis, Leadership, Sales, Marketing, Executive Management, Mergers & Acquisitions, Digital Media, Strategic Financial..., Financial Analysis, Investments, Consulting, Financial Modeling, Business Strategy, Management Consulting, Risk Management, Due Diligence, Financial Services, Corporate Finance, Analytics, New Media
Education
Fordham University
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
ProFusion Financial April 2013 - Present
Wells Fargo Advisors, LLC July 2011 - April 2013
Fulcrum Securities, LLC January 2010 - July 2011
Green Bay Packers September 2008 - November 2008
Washington Redskins September 2005 - August 2008
Cleveland Browns December 2003 - August 2005
Skills
Asset Management, Investment Advisory, Finance, Securities, Portfolio Management, Estate Planning, Insurance, Asset Protection, Investments, Financial Planning, Disability Insurance, Retirement, Public Speaking
Education
University of Northern Iowa 1999 — 2003
Bachelor, Business Economics
Sinov Associates 1989 - Present
Fulcrum Securities, LLC January 2009 - December 2012
Northeast Securities 2002 - 2008
Punk, Ziegel & Company 2000 - 2002
Robb Peck McCooey 1998 - 2000
Swergold Chefitz & Sinsabaugh 1981 - 1989
Skills
Investment Banking, Venture Capital, Private Placements, Investments, IPO, Equities, Private Equity, Corporate Finance, Hedge Funds, Asset Managment, Mergers, Reverse Mergers, Securities, Financial Modeling, Alternative Investments, Valuation, Capital Markets, Trading, Capital, Corporate Development, Series 7, Options, Asset Management, Mergers & Acquisitions, Bloomberg, Due Diligence, FINRA, Funding, Investment Strategies, Emerging Markets, Equity Trading, Equity Research, Financial Advisory, Portfolio Management, Investment Management, Financial Services, Financial Structuring, Fixed Income, Financial Markets, Derivatives, Investment Advisory, Mutual Funds, Finance, Bonds, Asset Allocation, Wealth Management, Structured Finance, Commodity, Strategic Financial..., Series 63
Education
Purdue University 1960 — 1964
BS, Biology, Chemistry & Physics
The Ohio State University
Fulcrum Securities LLC April 2015 - September 2015
97 Lake Street Sports Bar & Resturant January 2010 - May 2014
Sally Sherman Foods July 2013 - August 2013
Skills
Computer: Microsoft..., Access, office, word, PowerPoint, General: Strong..., Customer Service, Time Management, delegation experience, Management, Microsoft Excel, Microsoft Office, Access, Microsoft Word, Facebook, Public Speaking, Outlook, Teamwork, Social Media, Research
Education
Iona College 2014 — 2015
Master of Business Administration (M.B.A.), Finance, Certificate in Business Continuity and Risk Management, 3.86 GPA
Iona College 2012 — 2014
Bachelor's of Business Administration in Marketing, Marketing, 3.50 GPA
Westchester Community College 2010 — 2012
Associate's Degree, Marketing, 3.6
Penn Mutual March 2013 - Present
Fulcrum Securities LLC 2010 - March 2013
Janney Montgomery Scott LLC November 2000 - September 2010
1717 Capital Management Company/Provident Mutual 1997 - 2000
Capital Analysts Inc 1994 - 1997
Skills
FINRA, Series 7, Securities, Series 24, Mutual Funds, Series 9, Series 10, Series 63, Retirement, Portfolio Management
Education
Saint Joseph's University 1974 — 1978
BS - Financial Management, Finance
Saint Joseph's University
BS - Financial Management, Finance, General
Sunrise Wealth Partners March 2014 - Present
Fulcrum Securities, LLC November 2006 - March 2014
H2O Investments, Inc. June 2002 - November 2006
Prudential Securities November 1997 - June 2002
Education
Cornell University 1993 — 1997
BS, Business & Finance
Fulcrum Securities, LLC January 2015 - Present
Church of the Blessed Sacrament May 2013 - Present
Brant Publications, Inc. May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Highly detail oriented, Microsoft Publisher, Organized with Strong..., Highly responsible, Energetic team player, Highly Reliable, Dependable Team Player, Financial Analysis, Microsoft PowerPoint, Bloomberg Terminal, Teamwork, Leadership, Social Networking, Social Media, Time Management, Customer Service, Research
Education
Iona College 2013 — 2014
Master of Business Administration (M.B.A.), Financial Management
Iona College 2013 — 2014
Advanced Certificate, General Accounting
Iona College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management
Fulcrum Securities, LLC August 2013 - December 2013
Capital Markets Advisors, LLC September 2012 - December 2012
AFS, LLC May 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
New York Yacht Club January 2012 - May 2012
Education
Fordham University
Bachelor of Science, Finance; Alternative Investments