Greentree Brokerage Services

Description

Address: 230 S Broad St #405, Philadelphia, PA 19102 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (215) 569-1980Website: : : Place name: : : Category: : : Category: Financial Institution 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 Greentree Brokerage Services, Inc. Posting publicly on the Web Write a review Reviews Be the first to review

Greentree Brokerage Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Greentree Brokerage Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Greentree Brokerage Services Employees

Employee
Years
Job
Industry
Xuan (Sherry) Wang Xuan (Sherry) Wang Philadelphia, Pennsylvania Details
Xuan (Sherry) Wang's Greentree Brokerage Services Experience March 2014 - May 2014
Job Management Coordinator at SAP
Industry Financial Services
Experience
SAP  June 2014 - May 2015
Greentree Brokerage Services   March 2014 - May 2014
Shandong University  April 2013 - April 2013
Shandong University  September 2011 - July 2012
Neusoft  July 2011 - July 2011
Agricultural Bank of China  January 2011 - March 2011

Skills
Microsoft Excel, Analysis, Statistics, PowerPoint, Research, Financial Analysis, Mandarin, Data Analysis, Teamwork, Eviews, Financial Modeling, Microsoft Word, SAP ERP, Minitab, Team Leadership, Company Evaluation, Cash Flow, Leadership, Management, Finance, Customer Service

Education
Drexel University   2013 — 2015
Master's Degree, Finance, General, 4.0/4.0

Shandong University   2009 — 2013
bachelor of Economics, Finance, General, 3.7/4.0

Michael Banks Michael Banks Greater Philadelphia Area Details
Michael Banks's Greentree Brokerage Services Experience May 2012 - September 2013
Job Director at Concordis Advisors
Industry Banking
Experience
Concordis Advisors   July 2015 - Present
Wash Cycle Laundry  August 2014 - July 2015
University of Pennsylvania  January 2014 - May 2014
University of Pennsylvania  January 2011 - May 2014
Greentree Brokerage Services   May 2012 - September 2013
Citibank  January 2008 - September 2011
CITIGROUP, INC  January 2008 - January 2011
Citibank  January 2002 - January 2008
Citibank  January 2000 - January 2002

Skills
Equities, Trading, Derivatives, Risk Management, Portfolio Management, Series 7, Series 63, Banking, Investments, Securities, Bloomberg, Options, Financial Services, Financial Markets, Capital Markets, Leadership, Hedge Funds, Fixed Income, Asset Management, Analysis, Equity Trading, Valuation, Mutual Funds, Financial Risk, Investment Banking, Financial Modeling, Emerging Markets, Equity Research, Equity Derivatives, Commodity, Wealth Management, Trading Systems, Bloomberg Terminal, Economics, Hedging, Quantitative Analytics, ETFs, Finance, Electronic Trading, Investment Strategies, Alternative Investments, Proprietary Trading, Private Equity, Trading Strategies, Corporate Finance, FX Options, Technical Analysis, Structured Products, Asset Allocation, Bonds

Education
University of Pennsylvania   2010 — 2014
Bachelor of Arts (B.A.), Economics/Urban Studies

Nanqi Shi Nanqi Shi Philadelphia, Pennsylvania Details
Nanqi Shi's Greentree Brokerage Services Experience September 2012 - Present
Job Operation Assistant at Greentree Brokerage Services
Industry Financial Services
Experience
Greentree Brokerage Services   September 2012 - Present
Drexel University  April 2012 - Present
Philadelphia Chinese Development Corporation   June 2012 - September 2012
XIAMEN SECURITY COMPANY   August 2011 - November 2011
INDUSTRIAL SECURITY COMPANY   November 2010 - April 2011
XIAGOMEN CLOTHING COMPANY LTD   July 2007 - 2011

Skills
Financial Analysis, Risk Management, Quantitative Analytics, Financial Modeling, Mandarin, R, SPSS, Microsoft Office, Taiwanese, SAS, Business Valuation, Market Research, Project Management, Financial Statement..., Financial Structuring, Microsoft Excel, Access, Leadership Initiatives, Data Mining, Managerial Finance, Customer-focused, Team-oriented, Result Oriented, Social Networking, Active Lifestyle, Chartered Financial..., Financial Risk..., Investment Portfolio

Education
Drexel University   2011 — 2013
Master of Science in Finance, Finance, 3.74

Huaqiao University   2007 — 2011
BA, International business and trade, 3.5

Chinwe Arinze Chinwe Arinze Philadelphia, Pennsylvania Details
Chinwe Arinze's Greentree Brokerage Services Experience October 2009 - March 2010
Job Leasing Manager at The Bozzuto Group
Industry Real Estate
Experience
The Bozzuto Group  November 2013 - Present
The Bozzuto Group  February 2013 - November 2013
American Campus Communities  2011 - 2012
American Campus Communities  October 2010 - May 2011
American Campus Communities  March 2010 - October 2010
Greentree Brokerage Services   October 2009 - March 2010

Skills
Social Media, Microsoft Office, Management, Market Research, Leases, PowerPoint, Sales, Market Analysis, Photoshop, Apartments, Marketing, Project Management, Report Writing, MRI Software, Resident Retention, Marketing Analytics, Windows 7, Photography, Tumblr, WordPress, Lead Generation, Newsletters, Public Speaking, People Management, Resident Relations, Humanitarian Assistance, Social Responsibility

Education
Drexel University   2007 — 2011
Bachelor of Science (B.Sc.), Business Administration

Dowen College   1999 — 2002

Robert Vallejo Robert Vallejo Medford, New Jersey Details
Robert Vallejo's Greentree Brokerage Services Experience June 2013 - August 2013
Job Summer Internship at EY
Industry Financial Services
Experience
EY  June 2014 - July 2014
Greentree Brokerage Services   June 2013 - August 2013

Skills
Peer Leadership, Microsoft Excel, Athletic, Valuation, Financial Modeling, Friendly Personality, Higher Education, Athletic Training, Always Punctual, Reliable, Social Skills, Bloomberg Terminal

Education
New York University   2013 — 2016
Bachelor of Arts (B.A.), Economics, 3.98

Investment Banking Institute   2013 — 2013
Intensive 4-week financial modeling and valuation training program

The College of New Jersey   2012 — 2013
Bachelor of Science (B.S.), Finance, General

Etienne Seydoux Etienne Seydoux New York, New York Details
Etienne Seydoux's Greentree Brokerage Services Experience June 2007 - February 2008
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  August 2013 - Present
E*TRADE Financial  April 2013 - August 2013
Vanguard  April 2012 - April 2013
Vanguard  January 2011 - April 2012
Vanguard  March 2008 - January 2011
Greentree Brokerage Services   June 2007 - February 2008

Skills
Analytical Approach, Client Relationship..., Trading, Bloomberg, Equities, Investments, Equity Research, Mutual Funds, Insurance, Series 7, Financial Markets, Technical Analysis, Securities, Asset Allocation, ETFs, Options, Relationship Management, Series 63, Fixed Income

Education
Drexel University - College of Business and Administration   2007 — 2009
Master's degree, Finance, General

Pennsylvania College of Technology   2002 — 2007
Bachelor of Science (BS), Banking and Financial Support Services

Jane Lizell Jane Lizell Greater Philadelphia Area Details
Jane Lizell's Greentree Brokerage Services Experience 1998 - 2000
Job Financial Professional
Industry Financial Services
Experience
Nuveen Investments  2000 - 2009
Nuveen Investments  2007 - 2008
Chestnut Hill Hospital  December 1996 - June 2006
Greentree Brokerage Services   1998 - 2000

Skills
Equities, Mutual Funds, Series 7, Trading, Asset Management, Fixed Income, Securities, Alternative Investments, Asset Allocation, Series 63, Wealth Management, Hedge Funds, Investment Strategies

Education
Temple University - Fox School of Business and Management   2000 — 2002
MBA, Finance

Drexel University - LeBow College of Business   1995 — 1998
Bachelor's, Finance

Earl Morgan Earl Morgan Greater Philadelphia Area Details
Earl Morgan's Greentree Brokerage Services Experience July 2001 - November 2002
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial  May 2003 - Present
Greentree Brokerage Services   July 2001 - November 2002
Pryor, McClendon & Counts, Inc.   December 1992 - July 2001

Education
University of Delaware   1986 — 1992

Yingkun Chen Yingkun Chen Greater Philadelphia Area Details
Yingkun Chen's Greentree Brokerage Services Experience June 2013 - Present
Job Staff Accountant at EY
Industry Financial Services
Experience
EY  November 2013 - Present
Greentree Brokerage Services   June 2013 - Present
GreenWorld Capital  June 2012 - Present
Industrial and Commercial Bank of China  July 2011 - September 2011
China Everbright Bank  September 2010 - November 2010
Hiyoung Textile Company   February 2009 - March 2009

Skills
Word..., Finance, Corporate Finance, Quantitative Finance, accounting, Financial Accounting, Management Accounting, Accounting Applications, Accounting

Education
Drexel University   2011 — 2013
Master, Finance, 3.79

Guangdong University Of Business Study   2007 — 2011
Bachelor, Finance

Mont Cessna Mont Cessna United States Details
Mont Cessna's Greentree Brokerage Services Experience March 2010 - June 2010
Job Marketing Manager at The Cheat Sheet
Industry Marketing and Advertising
Experience
The Cheat Sheet  May 2014 - Present
iZen Software LLC   July 2011 - September 2014
Wall St. Cheat Sheet  May 2013 - May 2014
Drexel University  April 2011 - July 2011
WirelessGround.com   June 2010 - January 2011
Greentree Brokerage Services   March 2010 - June 2010
Harrisburg Area Community College  2009 - 2009
Nelson Restaurants LP   2006 - 2009

Skills
Social Media Marketing, Social Media, Sales, Editing, Training, Blogging, Marketing Research, Public Relations, PowerPoint, Microsoft Office, Social Networking, Leadership, Communication Skills, Marketing Strategy, Facebook, Budgets, SPSS, Calculus, C++, Cyber-security, Unix Operating Systems, Email Marketing, Marketing Communications, Google Analytics, Marketing, SEO, Market Research, Photoshop, Creative Writing, Event Planning, Press Releases, Hootsuite, Google Webmaster Tools, Metadata, Google+, Twitter, LinkedIn, Google Analytics API, Google Apps Script, TI-BASIC, Research, Adobe Creative Suite, Newsletters, AP Style, Editorial, Copywriting, Media Relations, Digital Marketing, Social Media Outreach, JavaScript

Education
Drexel University   2009 — 2012
Bachelor of Science (B.S.), Business Administration: Concentration in Marketing

Harrisburg Area Community College   2007 — 2009
Associate of Arts (A.A.), Business Administration

Brent Byrne Brent Byrne Greater Philadelphia Area Details
Brent Byrne's Greentree Brokerage Services Experience May 2006 - June 2006
Job Financial Reporting Associate at BlackRock
Industry Financial Services
Experience
BlackRock  November 2014 - Present
BNY Mellon  September 2012 - November 2014
JPMorgan Chase  January 2011 - August 2012
Bernstein Global Wealth Management  June 2010 - November 2010
Real Time Portfolio Managment   August 2009 - May 2010
Merrill Lynch  June 2009 - August 2009
Divi-Vest Advisors   June 2008 - August 2008
Wachovia Securities, LLC  June 2007 - August 2007
Greentree Brokerage Services   May 2006 - June 2006

Skills
Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Finance, Valuation, Financial Reporting, Bloomberg, Bloomberg Terminal, Financial Markets, Mutual Funds, Equities, Portfolio Management, Private Equity

Education
Pennsylvania State University-Great Valley Graduate Center   2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General

Ithaca College   2006 — 2010
B.S., Business Administration

Villanova University
Mandarin

Dave Newmuis Dave Newmuis Greater Philadelphia Area Details
Dave Newmuis's Greentree Brokerage Services Experience March 2014 - August 2014
Job Securities Associate at Vanguard
Industry Financial Services
Experience
Vanguard  January 2015 - Present
United States Chess Federation  2010 - Present
Vanguard  September 2014 - January 2015
Greentree Brokerage Services   March 2014 - August 2014
SATEM Group   May 2011 - February 2012
City of Trenton  June 2010 - September 2010

Skills
Accounting, Finance, Forecasting, Fundraising, Management, Market Research, Public Speaking, Strategic Planning, Microsoft Excel

Education
Rider University   2009 — 2011
BS, Business Administration, Finance