Fulcrum Securities, LLC

Description

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

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Fulcrum Securities, LLC Employees

Employee
Years
Job
Industry
Billy Himpler Billy Himpler Mclean, Virginia Details
Billy Himpler's Fulcrum Securities, LLC Experience June 2012 - August 2012
Job at
Industry Accounting
Experience
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

Michael S. Cox Michael S. Cox Cherry Hill, New Jersey Details
Michael S. Cox's Fulcrum Securities, LLC Experience 2010 - 2013
Job Sales Leader | Negotiation & Closing | Account Management | Lead Generation | Client Loyalty | Referral Programs
Industry Financial Services
Experience
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

Denis Venturino Denis Venturino Greater New York City Area Details
Denis Venturino's Fulcrum Securities, LLC Experience January 2014 - Present
Job Financial Advisor (MBA) Registered Representative at Fulcrum Securities LLC
Industry Financial Services
Experience
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

Derrick E. Frost Derrick E. Frost Greater St. Louis Area Details
Derrick E. Frost's Fulcrum Securities, LLC Experience January 2010 - July 2011
Job President & CoFounder at ProFusion Financial
Industry Financial Services
Experience
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

Don Sinsabaugh Don Sinsabaugh Greater New York City Area Details
Don Sinsabaugh's Fulcrum Securities, LLC Experience January 2009 - December 2012
Job Partner Sinov Associates
Industry Capital Markets
Experience
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

Joseph Gonnella Jr Joseph Gonnella Jr West Harrison, New York Details
Joseph Gonnella Jr's Fulcrum Securities, LLC Experience April 2015 - September 2015
Job Research Analyst / Trading Assistant Intern at Fulcrum Securities LLC
Industry Financial Services
Experience
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

Maryann Vassalotti Maryann Vassalotti Horsham, Pennsylvania Details
Maryann Vassalotti's Fulcrum Securities, LLC Experience 2010 - March 2013
Job Director, Compliance Exams, Penn Mutual
Industry Financial Services
Experience
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

Don Megliola Don Megliola Reston, Virginia Details
Don Megliola's Fulcrum Securities, LLC Experience November 2006 - March 2014
Job Senior Managing Partner at Sunrise Wealth Partners
Industry Financial Services
Experience
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

David Aceituno David Aceituno Bronx, New York Details
David Aceituno's Fulcrum Securities, LLC Experience January 2015 - Present
Job Trading Assistant/Research Analyst Intern at Fulcrum Securities, LLC
Industry Financial Services
Experience
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

William Reimer William Reimer Carmel, New York Details
William Reimer's Fulcrum Securities, LLC Experience August 2013 - December 2013
Job Financial Services Professional
Industry Financial Services
Experience
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