Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
Diabetes Research Institue   2012 - 2014
National Asset Management, Inc.   January 2009 - May 2013
Gilford Securities   January 2008 - January 2009
Newbridge Securities  January 2005 - January 2008

Education
Binghamton University - School of Management   1998 — 2001
B.S., Finance

Syosset High School   1995 — 1998
Regents Diploma, Finance, General

Experience
Credit Risk Monitor Inc.   October 2008 - Present
Buyside Resources   February 2008 - October 2008
Market News International  August 2005 - February 2008
Citi  August 2004 - August 2005
Wall Streeet Source LLC   January 1999 - June 2001
Gilford Securities   February 1994 - January 1999

Skills
Fixed Income, Financial Risk, Bonds, Equity Research, Credit Risk, Finance, Trading, Capital Markets, Credit, Account Management, Salesforce.com, Lead Generation, Bloomberg, Sales, Hedge Funds, Series 7 & Series 63, Microsoft Dynamics, Portfolio Management, Financial Analysis

Education
Mercy College
Business Administration

Mercy College
Business Administration

Securities Training Corp (NY)

Experience
Gilford Securities   October 2013 - Present
Merrill Lynch  May 2005 - September 2013
Smith Barney  October 1995 - May 2005

Skills
Wealth Management, Finance, Series 7, Retirement Planning, Investments, Mutual Funds, Series 63, Investment Advisory, Strategic Financial..., Portfolio Management, Equities, Retirement, Securities, Fixed Income

Education
New York University   1991 — 1995
Bachelor of Science (B.S.), Finance, General

Stuyvesant High School   1987 — 1991

Experience
Goldman Sachs  February 2000 - Present
Gilford Securities   1994 - 1999
Prudential Financial  1993 - 1993

Skills
Prime Brokerage, Trading Systems, Hedge Funds, Electronic Trading, Equities, Capital Markets, Derivatives, Equity Trading, Fixed Income, Market Data, Options, Series 63, Series 7, Trading

Education
University of Massachusetts Dartmouth   1989 — 1993
Business Administration and Management, General

The Nottingham Trent University

Experience
HBO  June 2013 - February 2014
Gilford Securities   February 2013 - May 2013
The Clearing House  June 2012 - August 2012
Parkway Lanes   June 2007 - May 2012
The Clearing House  June 2011 - August 2011

Education
Manhattan College   2009 — 2013
Bachelor of Science (B.S.), Double Major: Finance and Marketing

Experience
The Walton Family Foundation  May 2015 - Present
Education Development Center  November 2013 - Present
TerraCycle  August 2013 - March 2014
Gilford Securities   February 2013 - May 2013
Hunter College  March 2011 - May 2013
TerraCycle  June 2012 - September 2012
New York State Supreme Court  June 2011 - August 2011
Institute of International Education  June 2010 - August 2010
NYC Department of Parks & Recreation  June 2009 - August 2010
Bogotá, Colombia City Hall   January 2007 - December 2007

Skills
Business Development, Community Outreach, Research, Nonprofits, Public Speaking, Editing, Fundraising, Grant Writing, Event Planning, Spanish, Policy Analysis, International Relations, Microsoft Office, Microsoft Excel, Non-profits, PowerPoint, Social Media

Education
City University of New York-Hunter College   2009 — 2013
B.A (Special Honors Curriculum) Summa Cum Laude, Political Science; Minors in Public Policy (Education) and French.

Université Paris - Val-de-Marne (Paris XII)   2011 — 2012
Liberal Arts and Sciences, General Studies and Humanities

Universidad de Los Andes   2008 — 2009
Language and Socio Cultural Studies

Experience
Sebastian Natalia Realtors   November 2011 - Present
Jonathan Stephens Capital Partners   January 2007 - Present
American Funding & Real Estate   August 2006 - February 2009
Brook Street Securities   December 2003 - December 2006
Empire Financial Services  July 2001 - December 2003
Centennial Capital Mgmt   July 1998 - July 2001
Gilford Securities   January 1992 - August 1998

Skills
Short Sales, REO, Distress Properties, Distress Sales, Distressed Debt, Buying and selling..., Investment Banking, Trading the Equity and..., Mortgage Lending

Education
San Jose State University   1984 — 1985

San Jose City College

Experience
Nationwide Planning Associates, Inc.   February 2015 - Present
Gilford Securities   November 2011 - January 2015
Wells Fargo Advisors  November 2005 - November 2011
UBS Wealth Management  February 2000 - November 2005

Skills
Series 63, Wealth Management, Retirement Planning, Series 7, Investments, Fixed Income, Equities, Securities, Investment Advisory, Mutual Funds, Wealth Management..., Alternative Investments, Hedge Funds, FINRA, Financial Services, Portfolio Management, Financial Advisory

Education
St. Lawrence University

Experience
State Farm  May 2014 - Present
Easy Choice Health Plan of New York  September 2012 - March 2014
Gilford Securities   May 2008 - November 2011
Raymond James Financial Inc.  February 2005 - May 2008

Skills
Equities, Investments, Mutual Funds, Insurance, Business Strategy, Business Development, Entrepreneurship, Series 7, Fixed Income, Securities, Capital Markets, Business Planning, Hedge Funds, Asset Management, Disability Insurance, Finance, Financial Services, Financial Planning, Series 63

Education
Hofstra University   1981 — 1983
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services

State University of New York College at Buffalo   1974 — 1978
Bachelor's degree, Biochemistry

Plainview JFK High School

Experience
Freeman & Co.   May 2015 - Present
Alternative Investments Club   September 2013 - May 2015
Neuberger Berman  June 2014 - August 2014
Berkery, Noyes & Co., LLC   January 2014 - May 2014
Gilford Securities   June 2013 - January 2014
Rose Hill Society, Fordham University   March 2012 - September 2013
Ella Capital LLC   January 2013 - June 2013
UBS  January 2013 - May 2013
WKF&C (Ryan Specialty Group)   July 2012 - September 2012
The Compass Fellowship with the Kenneth Cole Foundation   September 2011 - September 2012

Skills
Microsoft Excel, PowerPoint, Social Media, Public Speaking, Social Networking, Event Planning, Research, Mandarin, Soccer, Orchestral Percussion, Prezi, Financial Analysis, Bloomberg, Bloomberg Terminal, Investments

Education
Fordham University   2011 — 2015
Finance Major Concentration in Alternative Investments

North Shore

Portledge School

Experience
Light Iron  January 2014 - Present
ShoutSoftly   February 1999 - December 2013
Todd AO/ Soundelux   January 2009 - October 2012
Technicolor  2003 - 2008
Weddington Productions   May 1996 - March 2003
Digital Sound and Picture   1992 - 1996
Whitehall Investment Banking   February 1989 - March 1992
Gilford Securities   January 1987 - February 1989

Skills
Film, Post Production, Feature Films, Pro Tools, Audio Mixing, Sound Design, Audio Post Production, Television, Entertainment, Advertising, Production, HD, Video, Cinematography, Film Production, HD Video, Music, Video Production, Broadcast, Color Correction, Sound, Avid, Storytelling, Dvd, Music Videos, Documentaries, Commercials, Short Films, Radio, Recording, Reality, Producing, Music Production, Web Video, Digital Media, Audio Engineering, Final Cut Pro, Animation, Video Editing, Broadcast Television, Production Managment, Media Production, Dialogue Editing, Editorial, Screenwriting, Voice Over, Digital Asset Management, Digital Video, New Media, Multimedia

Education
California State University-Northridge   1987 — 1992
Finance and Management Information Systems

Harvard Business School   2008 — 2008
Management Leadership Program, Level 5 Leadership

Experience
gilford securities   1995 - 2000

Education
University of Massachusetts Dartmouth   2000 — 2001

Experience
Varick Media Management  November 2014 - Present
Varick Media Management  October 2013 - January 2015
Gilford Securities   February 2012 - October 2013
Red Carpet Auction Events   August 2011 - November 2011
Red Bird Energy   June 2006 - August 2011

Skills
Proficient in Microsoft..., Marketing, Sales, Account Management, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Advertising, Marketing Communications, Outlook, Photoshop, Social Media

Education
University of Alabama   2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Marketing

Experience
The Alaska Club  August 2014 - Present
UBS Wealth Management  July 2013 - Present
UBS  May 2013 - July 2013
UBS  May 2012 - May 2013
Gilford Securities   January 2010 - May 2012
AUTOMATIC DATA PROCESSING, INC  November 2009 - December 2009
Summit Physical Therapy  September 2009 - November 2009
PRESTON MARKETING  February 2009 - November 2009

Skills
Smart Station, Microsoft Office, MIS Reporting, ConsultWorks, Oracle, Adobe Acrobat, Adobe Professional, Silverpop Engage, Internal Communications, Onboarding, PowerPoint, Email Marketing, Account Management, Customer Service, Data Analysis, Editing, Equities, Lead Generation, Leadership, MIS, Management, Market Research, Social Media, Marketing, Facebook, Microsoft Excel, Social Media Marketing, Advertising

Education
Lehigh University   2006 — 2009
Bachelor of Arts, Psychology

Lehigh University   2006 — 2009
BA, Psychology; Psychology

Boston University   2005 — 2006

Experience
MicroCap Research .Com   January 2015 - Present
TFST Publishing   March 2012 - Present
Millennium Capital Corporation   January 2003 - Present
Brite Idea's,LLC.   January 2013 - June 2014
Perfect Data Corporation   January 2000 - December 2006
Gilford Securities   November 1999 - April 2000
Whale Securities  March 1993 - November 1998
Dyansen Corporation   January 1983 - April 1994

Skills
Private Equity, Valuation, Due Diligence, Equities, Mergers, Investments, IPO, Corporate Development, Finance, Venture Capital, Private Placements, Corporate Finance, Investment Banking, Financial Structuring, Entrepreneurship, Mergers & Acquisitions, Investor Relations, Securities, Restructuring, Asset Management, Alternative Investments, Capital Markets, Strategy, Company Newsletters, Start-ups, Joint Ventures, Hedge Funds, Structured Finance, Funding, Executive Management, M&A experience, Emerging Markets, Financial Markets, Capital, Divestitures, Acquisition Integration, Acquisitions, Business Valuation, Financial Modeling, Project Finance, Corporate Governance, Equity Research, Leveraged Finance, Turn Around Management, Trading, Portfolio Management, Mezzanine, Public Companies, Capital Raising, Investment Management

Education
University of Pennsylvania - The Wharton School   1995 — 2020
BS in Economics, Economics

University of Pennsylvania - The Wharton School   1952 — 1956
B.S.in Economics, Finance

Experience
Moody's Corporation  June 2013 - Present
Gilford Securities   August 2011 - June 2013
AIG Credit Corporation/ Imperial Credit Corporation   March 2008 - March 2011
TIAA-CREF  January 2003 - March 2008
Prudential Financial  January 1997 - January 2002
NEW YORK COMMISSION OF INVESTIGATION   January 1990 - January 1997
Kings County District Attorney  January 1986 - January 1990

Skills
Broker-Dealer, AML, Securities, OFAC, Insurance, Privacy Law, FINRA, Risk Management, Fraud, Series 63, Series 24, Corporate Governance, USA PATRIOT Act, Private Investigations, Internal Controls, Mutual Funds, Risk Assessment, Financial Risk, Internal Audit, Series 7, Investment Advisory, Analysis, Hedge Funds, Bank Secrecy Act, Securities Regulation, Asset Managment, Due Diligence, SEC, KYC, Wealth Management, Internal Investigations, Investment Banking, Capital Markets, Equities, ETFs, ERISA, Alternative Investments, Financial Services, Options, Compliance Testing, Operational Risk, Fixed Income, Derivatives, Finance, Investments, Prime Brokerage, Legal Compliance, Investment Advisers Act, Fixed Annuities, Investment Company Act

Education
Brooklyn Law School   1982 — 1986
J.D, Law

Brooklyn College
B.A, History

Experience
Wells Fargo Securities  July 2015 - Present
Maxim Group  December 2013 - Present
Sunrise Securities  February 2012 - December 2013
Gilford Securities   May 2011 - February 2012
HG Vora Capital Management  May 2010 - August 2010

Skills
Microsoft Excel, Scuba Diving, Equity Research, Financial Analysis, Financial Modeling, Equities

Education
Rutgers, The State University of New Jersey-Newark   2007 — 2011
B.A; B.S, Economics; Finance Minor in Math

Brooklyn Technical High School   2003 — 2007
High School, MSI - Math Science Institute

Experience
Gilford Securities   Trainer/Document Services CoordinatorSchulte Roth & Zabel LLPJuly 2004 - Present
Schulte Roth & Zabel LLP  December 1989 - Present

Skills
2010 Microsoft Office, Closing Binders, Litigation, Legal Writing, Legal Research, Outlook, Corporate Law, Document Review, Microsoft Office, Legal Assistance, Management, Microsoft Excel, Microsoft Word, PowerPoint, Westlaw, Research, Administrative..., Leadership, Customer Service, Public Speaking, Employment Law

Education
Katherine Gibbs School
Paralegal Studies

Experience
Ranger Capital Group  May 2015 - Present
THiNKGREEN! Global Advisors, Inc.   July 2014 - Present
ICR  April 2013 - January 2014
Gilford Securities   November 2012 - April 2013
Monness, Crespi, Hardt   April 2000 - November 2012
APCO Worldwide  January 1996 - January 1998
The Freedom Forum  December 1993 - October 1994

Skills
Equity Research, Writing, Financial Modeling, Public Speaking, Media Appearances, Sales, Market Research, Advertising, Marketing, Opposition Research, Field Research, Housing/Homebuilding..., Industrials, For-Profit Education, Aerospace and Defense, Firearms manufacturers, Real Estate Market..., Green Building, Land Valuation Analysis, Long/Short Equity..., Business Model..., Industrial Sector, Hedge Funds, Research, Equities, Analysis, For-profit Education, Real Estate, Strategic Communications, Risk Management, Financial Analysis, Series 7, Valuation, Investments, Asset Management, Management, Investment Banking

Education
Ohio Wesleyan University   1991 — 1993
Bachelor of Arts (B.A.), Journalism/History

The Hammonasset School, Madison CT   1984 — 1988

Experience
Altos Fund Management   January 2013 - Present
Albion Partners   2009 - 2011
Tricon Capital Management LLC   2004 - 2007
Gilford Securities   1998 - 2001

Education
New York University-Stern School Of Buiness-MBA-Finance,Marketing   1996 — 1998
Master of Business Administration (MBA), Finance - Capital Markets, Marketing

University of Rhode Island - College of Business Administration   1981 — 1985
Bachelor's degree, Applied Economics

Experience
IBM  October 2012 - Present
RRC Price, CPA's   October 2013 - September 2014
JPMorgan Chase  September 2011 - October 2012
AXA Advisors  June 2010 - September 2010
Gilford Securities   June 2008 - March 2010

Skills
Securities, Back Office, Accounting, Bonds, Research, Mutual Funds, Equities, Microsoft Excel, Financial Analysis, Trading, Customer Service, Analysis, Financial Modeling, Leadership, Public Speaking, Sales, Employee Benefits, Bloomberg, Marketing, Portfolio Management, Access, Capital Markets, Data Analysis, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investments, Microsoft Office, PowerPoint, Risk Management, Banking

Education
Manhattan College   2007 — 2011
Bachelor of Science (BS), Finance and Economics

Nanuet High School

Experience
RFMF Partners LLC   July 2014 - Present
RFMF Partners   June 2011 - Present
Self  January 2010 - Present
Gilford Securities   June 2010 - August 2010
Noble Financial  December 2009 - February 2010
Old Oaks Country Club  May 2008 - August 2008
Bear Stearns  June 2007 - August 2007

Skills
Series 7, Series 63, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, Equities, Financial Modeling, Data Analysis, Valuation, Financial Analysis, Microsoft Word, Business Valuation, Research, Spanish, Private Equity, Social Media, Investment Banking, Corporate Finance, Due Diligence

Education
Baruch College   2011 — 2012
Finance, General

Tel Aviv University   2011 — 2011
Finance

Emory University   2008 — 2010

Experience
FPS Apparel   2015 - Present
HS Management Partners, LLC   April 2013 - January 2015
Gilford Securities   February 2013 - April 2013
RSC Solutions  June 2012 - December 2012
Camelot Capital   May 2011 - July 2011

Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Management, Social Networking, Public Speaking

Education
Manhattan College   2010 — 2012
Bachelor's Degree, Finance

Dutchess Community College   2009 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies

University of Massachusetts, Amherst   2008 — 2009
Liberal Arts and Sciences/Liberal Studies

Experience
New York Life Insurance Company  July 2015 - Present
Fordham Student Managed Investment Fund   September 2014 - May 2015
Nomura  June 2014 - August 2014
Berkery, Noyes & Co., LLC   January 2014 - May 2014
WFUV  September 2011 - September 2013
Gilford Securities   May 2013 - August 2013
Nardone Brothers Pizza   April 2010 - January 2012
Catholic Youth Center  September 2007 - May 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Media, Accounting, Windows, Outlook, Leadership, Sports, Value Investing

Education
Fordham University   2011 — 2015
Bachelor of Science (B.Sc.), Finance

Heythrop College

Experience
Source Capital Group  June 2012 - Present
Morristown Capital Associates   June 2012 - Present
Gilford Securities   November 2005 - July 2012
Morgan Stanley  December 1998 - November 2005
Bloomberg  August 1997 - December 1998

Skills
Investments, Options, Financial Risk, Finance, Insurance, Series 7, Bonds, Mutual Funds

Education
Gettysburg College   1993 — 1997
Bachelor's Degree, Management

Wardlaw Hartridge   1989 — 1993
High School

Experience
Strategic Value Partners  August 2014 - Present
Credit Suisse  June 2013 - July 2014
Gilford Securities   January 2013 - May 2013
Division 1 Men's Lacrosse   August 2009 - May 2013
Solé Bicycles   July 2012 - August 2012

Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Data Analysis, Microsoft Word, Sales, Social Media, Management, Business Strategy, Recruiting, Fundraising, Facebook, Morningstar Direct, Operations Management, FX Operations, FX Options, Equity Trading, Equity Research, Equities, Investments, Securities, Financial Analysis, Portfolio Management, Trading, Teamwork, Leadership, Analysis

Education
2016 Level II Candidate in the CFA Program

Manhattan College   2009 — 2013
Bachelor's Degree, Finance, General

Semester at Sea, Latin America   2012 — 2012
Study Abroad Short-term Voyage

Experience
Zola.com  November 2014 - Present
NYHRC  August 2012 - Present
J.Crew  March 2014 - October 2014
J.Crew  November 2012 - February 2014
J.Crew  August 2011 - November 2012
J.Crew  October 2010 - August 2011
J.Crew  August 2009 - October 2010
Bianchi Rossi Tours  September 2006 - April 2009
Estee Lauder  June 2008 - August 2008
Gilford Securities   June 2007 - August 2007

Skills
Email Marketing, Social Media, Social Media Marketing, Facebook, Marketing, Social Networking, Online Marketing, Digital Marketing, Marketing Strategy, Marketing Communications, Online Advertising, Advertising, Event Planning, Blogging, E-commerce

Education
University of Michigan - Stephen M. Ross School of Business   2005 — 2009
BBA, Marketing

Greenhill School   1996 — 2005

Experience
Electroblate Inc.   March 2014 - Present
MDB Capital Group, LLC   June 2003 - Present
VirnetX Holding Corp   2005 - 2007
Gilford Securities   December 2001 - May 2003
Palantir Group, Inc   January 1998 - December 2001
Pfizer  September 1972 - January 1998

Skills
Mergers & Acquisitions, Strategy, Due Diligence, Private Placements, Entrepreneurship, Business Development, Business Strategy, Securities, Mergers, Corporate Development

Education
Columbia University - Columbia Business School   1971 — 1972
MBA, Finance

University of Pennsylvania - The Wharton School   1967 — 1971
BS, Economics

Experience
Maxim Group  February 2012 - Present
gilford securities   March 2003 - February 2012

Education
Hobart and William Smith Colleges   1989 — 1993
BA, Economics, English

herricks

Experience
SolarCity  December 2014 - Present
Gilford Securities   June 2009 - February 2012
Gilford Securities   November 2004 - February 2012

Skills
Financial Services, Equities, Customer Service, Investments, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Fixed Income, Finance, Strategic Planning, Securities, PowerPoint, Bloomberg, Wealth Management, Financial Analysis, Portfolio Management, Marketing, Negotiation, Strategy, Asset Management, Capital Markets

Education
New Jersey Institute of Technology   2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Computer Science

Experience
Gilford Securities   February 2015 - Present
Dominick & Dominick LLC  January 2012 - January 2015
RBS Citizens  2008 - 2010
Bear Stearns  2004 - 2008
Credit Suisse-Donaldson Lufkin Jenrette   1990 - 2004

Skills
Capital Markets, Equities, Wealth Management, Securities, Series 7, Finance, Fixed Income, Portfolio Management, Investments, Management, Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Asset Management

Education
Cornell University - Johnson Graduate School of Management
MBA

Brandeis University
BA

Experience
Lynx Investment Advisory   August 1996 - Present
CRI Media Partners   February 1995 - July 1996
Gilford Securities   December 1992 - February 1995

Education
Fordham University   1988 — 1992

Georgetown Visitation Prep   1984 — 1988
High School

Experience
Utes Wealth Strategies   May 1996 - Present
Gilford Securities   1980 - 1996
Paine Webber  1978 - 1980

Skills
401k, Wealth Management, Investments, Insurance, Investment Advisory, Retirement Planning, IRAs, Financial Planning, Annuities, IRA's, Retirement Income..., Long Term Care, Financial Advisory

Education
Lewis University
BS, Psychology

Experience
Wynnefield Capital Inc   April 2015 - Present
Gilford Securities   February 2009 - March 2015
Aquidneck Advisors   September 2008 - March 2015
Merriman Curhan Ford & Co.   July 2005 - August 2008

Skills
Equity Research, Hedge Funds, Valuation, Equities, Alternative Investments, Private Equity, Investments, Due Diligence, Financial Modeling, Financial Analysis, Strategy, Fundamental Analysis, Competitive Analysis, Special Situations, Bloomberg

Education
Bentley University
Finance

Experience
Gilford Securities   May 1997 - Present
Gilford Securities   April 2012 - Present

Skills
Investments, Asset Management, Equities, Finance, Alternative Investments, Portfolio Management, Capital Markets, Investment Banking, Financial Modeling, Private Equity

Education
Rutger's University   1988 — 1992
Finance

Fairleigh Dickinson University

Experience
Gilford Securities   May 2008 - Present
Producer of Independent Film and Theatre   March 2001 - Present
Morgan Keegan  September 1994 - April 2008
First Manhattan Co.  January 1990 - August 1994
Salomon Brothers  March 1984 - December 1989
Coopertex   June 1982 - February 1984

Education
New York University - Leonard N. Stern School of Business   1985 — 1991
MBA, Finance

Cornell University   1978 — 1982
Bachelor of Science, Labor Relations

Experience
Gilford Securities   May 2009 - Present
Wamu Investments/JPM Chase   September 2008 - May 2009
Brookstreet Securities  March 2002 - July 2007
RBC Dain Rauscher  October 1994 - February 2002

Skills
Series 63, Trading, Series 24, Series 7, Bonds, Fixed Income, Securities, Financial Markets, Trading Strategies, Asset Management, Bloomberg, FINRA, Investments

Education
University of Connecticut   1990 — 1992
BA, Economics

Experience
Albion Fund Management Ltd--Sr. Advisors to the The Tottenham Fund LP ,The Chindia Alpha Fund LP.   March 2013 - Present
Sparta Fund Management LLC.   2007 - 2014
Gilford Securities   February 2003 - 2006
Tricon Capital Management LLC   2002 - 2003
West Side Capital LLC   1996 - 2001

Skills
Alternative Investments, Equities, Investment Management, Fixed Income, Trading, Portfolio Management, Investments, Fund Of Funds, Marketing, Private Equity, Hedge Funds, Asset Managment, Asset, Venture Capital, Asset Allocation, Financial Markets, Equity Research, Capital Markets, Mutual Funds, Emerging Markets, Securities, Bloomberg, Investment Strategies, Structured Finance, Strategy, ETFs, Derivatives, Financial Advisory, Options, Financial Modeling, Valuation, Investment Banking, Financial Services, Bonds, Management, Wealth Management, Finance, Due Diligence, Risk Management, Investment Advisory, Financial Analysis, Trading Systems, Mergers & Acquisitions, Equity Derivatives, Electronic Trading, Corporate Finance, Business Strategy, Commodity, series 3,7,63, 65, Series 7

Education
New York University - Leonard N. Stern School of Business   1998 — 2000
MBA, International Finance / Marketing

Fairfield University   1995 — 1996
Graduate of Alpha Enhanced Studies. Dolan School of Buisness, Management Sciences and Quantitative Methods

University of Rhode Island - College of Business Administration   1980 — 1984
Bachelor's Degree, Economics, Finance

Experience
Laurion Capital Mgmt LP   2007 - Present
Gilford Securities   2006 - 2007
Lockheed Martin  2005 - 2006

Education
Georgetown University   2001 — 2005
Economics

Sartell High School

Experience
Janney Montgomery Scott LLC  October 2014 - Present
Gilford Securities   March 2010 - October 2014
Kern Suslow Securities   June 2007 - March 2010
Jefferson Pilot Financial  November 2003 - May 2007

Education
Concordia University   1991 — 1994
Bachelor's Degree, International Business/Trade/Commerce

Experience
GoldPoint Capital Partners, Inc   September 2000 - Present
Goldpoint Capital Partners   January 2000 - Present
Blaylock & Company  March 2005 - March 2008
Gilford Securities   January 1992 - January 2000
Lehman Brothers Chairman’s Council   January 1988 - January 1992
Lehman Brothers  January 1988 - January 1992
Merrill Lynch  January 1984 - January 1986

Skills
Investment Banking, Private Equity, Securities, Trading, Equities, Hedge Funds, Capital, Institutional, Venture Capital, Asset Management, Financial Planning, Capital Markets, Corporate Finance, Financial Modeling, Biotechnology, Investments, Portfolio Management, Private Placements, Financial Markets, Valuation, Alternative Investments, Mergers, Financial Analysis, Equity Valuation, Structuring, IPO, Due Diligence, Series 7, Funding, Debt, Equity Capital Markets, Start-ups, Restructuring, Corporate Development, Deal Structuring, Structured Finance, Equity Trading, Special Situations, Investor Relations, Fixed Income, Equity Research

Education
NYU Stern School of Business   1984 — 1985
Securities Principals Training

Manhattan College   1976 — 1982
B.S, Business Administration/ Economics

Experience
Crosslin & Associates, PC   September 2014 - Present
Ryan  May 2014 - August 2014
Horse Sleigh Farm   January 2013 - May 2014
Flash Global Logistics Inc.  June 2012 - December 2012
Gilford Securities   June 2011 - August 2011
United States Census Bureau  April 2010 - July 2010

Skills
Customer Service, Inventory Management, Retail, Microsoft Office, XP, Financial Analysis, Financial Modeling, Accounting, Organization, Teamwork, Team Management, Team Leadership, Computer Proficiency, Oral & Written..., Microsoft Excel, Microsoft Word, Budgets, Strategic Planning, Account Management, Sales Operations, Sales Management, Financial Reporting, Analysis, Financial Accounting, Supply Chain Management, Auditing, Forecasting, Management, Data Analysis, Data Entry, Asset Managment, PowerPoint, Leadership, Social Media, Facebook, Windows, Outlook, Sales, Process Improvement, Finance, Operations Management

Education
Belmont University   2013 — 2014
Master's Degree, Accounting, GPA: 3.62

Seton Hall University   2008 — 2012
B.S. in B.A, Finance, Minor in Accounting

Experience
SAFRA   January 2011 - Present
Gilford Securities   May 2010 - January 2011
Gunn Allen Financial  April 2003 - May 2010
Morgan Stanley  January 1995 - April 2003

Skills
FINRA, Series 7, AML, Securities, Investment Advisory, Hedge Funds, Mutual Funds, Investments, Compliance, Regulatory Reporting, Fund Of Funds, Securities Regulation, Asset Management, Fixed Income, Equities, SEC reporting, Capital Markets, Compliance Management, Corporate Governance, Derivatives, Securities Law, Private Equity, Options, Trading, Risk Management, Due Diligence, Investment Banking, Risk, KYC, Alternative Investments, Internal Controls, Policy, Licensing, Wealth Management, Audit, Corporate Finance, Insurance, Series 63, Venture Capital, Compliance Audits, Internal Audit, IPO, Regulatory Risk, USA PATRIOT Act, OFAC, Bloomberg, Investor Relations, ETFs, Private Banking, Annuities

Education
St. John's University
BS, Accounting / Economics

St. John's University New York

Experience
Gilford Securities   October 2012 - May 2013
National Australia Bank  June 2011 - August 2011
Citi  June 2010 - August 2010

Education
Manhattan College   2009 — 2012
Bachelor of Science (B.S.), Finance & Global Business Studies (Double Major)

Rye High School

Experience
Wolfe Research, LLC  June 2015 - Present
U.S.A. Hockey, Level 3 Referee   December 2007 - Present
Innovus Capital   January 2015 - April 2015
Soros Fund Management  October 2014 - December 2014
CIBC  May 2014 - August 2014
Millennium Partners  June 2013 - May 2014
CounterPointe Digital Technologies   May 2013 - May 2013
Gilford Securities   February 2013 - May 2013
HFP Capital   October 2012 - December 2012
Imperial China   December 2011 - May 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Acess, Internet Explorer, Fixed Income, Bloomberg, Customer Service, Sales, Financial Modeling, Trading, Financial Analysis, Finance, Investments, Portfolio Management, Microsoft Office

Education
Fordham University   2011 — 2015
Bachelor's Degree, Finance Major, Double Minor in Economics and Accounting, Specialization in Alternative Investments, GPA: 3.7

Experience
Gilford securities   March 1997 - Present
AG Edwards  January 1994 - 1997
Shearson Lehman brothers  1992 - 1994

Skills
Hedge Funds, Securities, Series 7, Capital Markets, Fixed Income, Equities, Financial Markets

Education
University of Arizona   1988 — 1992
Bachelor's degree

International School Paris France