Gruntal Company
Industry: Private banking company
DescriptionGruntal & Co. was a boutique investment banking and brokerage firm based in New York City. Prior to its acquisition in 2002, the firm was among the oldest independent investment banking houses in the U.S. The firm was founded as Sternberger & Fuld in 1880 by Maurice Sternberger, who partnered with Ludwig Fuld. Headquarters: New York City, NY Founded: 1880 Number of employees: 700 Ceased operations: 2002 Key people: Benedict H. Gruntal, Morris Hartig, Albert Hartig
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Gruntal Employees
Employee
Years
Job
Industry
Neal Tourdo Neal Tourdo's Gruntal Experience 1993 - 1994
Job Director, Institutional Sales and Service at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management 2014 - Present
Financial Industry Regulatory Authority 1994 - Present
Mastrapasqua Asset Management August 2007 - January 2014
Accessor Capital Management 2005 - 2007
Russell Investments 2001 - 2005
Eagle Asset Management March 1999 - November 2001
Pritchard,Hubble & Herr 1994 - 1999
Gruntal 1993 - 1994
Merrill Lynch 1989 - 1993
ATP Tour, Inc. 1985 - 1989
Skills
Asset Management, Institutional, Retail, FINRA, Alternative Investments, Asset Allocation, Series 7, Investments, Investment Advisory, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Investment Management, Portfolio Management, Retirement, Investment Strategies
Education
University of New Orleans 1980 — 1985
BS, Business Admin, Marketing
Zacks Investment Management 2014 - Present
Financial Industry Regulatory Authority 1994 - Present
Mastrapasqua Asset Management August 2007 - January 2014
Accessor Capital Management 2005 - 2007
Russell Investments 2001 - 2005
Eagle Asset Management March 1999 - November 2001
Pritchard,Hubble & Herr 1994 - 1999
Gruntal 1993 - 1994
Merrill Lynch 1989 - 1993
ATP Tour, Inc. 1985 - 1989
Skills
Asset Management, Institutional, Retail, FINRA, Alternative Investments, Asset Allocation, Series 7, Investments, Investment Advisory, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Investment Management, Portfolio Management, Retirement, Investment Strategies
Education
University of New Orleans 1980 — 1985
BS, Business Admin, Marketing
Robert Teevan Robert Teevan's Gruntal Experience 1999 - 2001
Job VicePresident at Buckman Buckman and Reid
Industry Financial Services
Experience
Buckman Buckman and Reid January 2010 - Present
ATG March 2008 - December 2009
citigroup 2006 - 2008
hudson 2004 - 2006
Puglisi and co February 2002 - April 2003
gruntal 1999 - 2001
needham 1997 - 1999
Skills
Trading, Investments, Series 7, Financial Services, FINRA, Finance, Fixed Income, Securities, ETFs, Equities, Options, Equity Trading, Bonds, Mutual Funds, Asset Management, Series 24, Risk Management, Portfolio Management, Wealth Management, Strategic Financial..., Investment Advisory, Insurance, Asset Managment, Financial Planning, Capital Markets, Electronic Trading
Education
Long Island University, C.W. Post Campus 1986 — 1990
B.S., Finance
Buckman Buckman and Reid January 2010 - Present
ATG March 2008 - December 2009
citigroup 2006 - 2008
hudson 2004 - 2006
Puglisi and co February 2002 - April 2003
gruntal 1999 - 2001
needham 1997 - 1999
Skills
Trading, Investments, Series 7, Financial Services, FINRA, Finance, Fixed Income, Securities, ETFs, Equities, Options, Equity Trading, Bonds, Mutual Funds, Asset Management, Series 24, Risk Management, Portfolio Management, Wealth Management, Strategic Financial..., Investment Advisory, Insurance, Asset Managment, Financial Planning, Capital Markets, Electronic Trading
Education
Long Island University, C.W. Post Campus 1986 — 1990
B.S., Finance
Bryan Schwartz Bryan Schwartz's Gruntal Experience February 2001 - April 2002
Job Manager, Server Infrastructure at Drexel University College of Medicine
Industry Medical Practice
Experience
Drexel University College of Medicine January 2013 - Present
Drexel University College of Medicine July 2006 - January 2013
InSource, Inc. August 2003 - September 2011
Gruntal February 2001 - April 2002
Skills
Disaster Recovery, Process Improvement, VMware ESX, VMware, Software Documentation, Windows Server, Troubleshooting, Project Management, Active Directory, System Administration, Windows, Virtualization, SQL, Visio, SAN, Microsoft Office, Healthcare, Data Center
Education
SUNY at Buffalo 1986 — 1992
BS, Mechanical Engineering
Drexel University College of Medicine January 2013 - Present
Drexel University College of Medicine July 2006 - January 2013
InSource, Inc. August 2003 - September 2011
Gruntal February 2001 - April 2002
Skills
Disaster Recovery, Process Improvement, VMware ESX, VMware, Software Documentation, Windows Server, Troubleshooting, Project Management, Active Directory, System Administration, Windows, Virtualization, SQL, Visio, SAN, Microsoft Office, Healthcare, Data Center
Education
SUNY at Buffalo 1986 — 1992
BS, Mechanical Engineering
Jenna Carroll's Gruntal Experience 1994 - 1998
Job SVP, CFP and Financial Advisor with Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 1999 - Present
Merrill Lynch January 2011 - Present
Banc of America Investments July 1999 - October 2009
Morgan Stanley 1998 - 1999
Gruntal 1994 - 1998
Skills
Comprehensive Wealth..., Alternative Investments, Retirement Income..., Financial Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Securities, Uniform Combined State..., Retirement Planning, ETFs, Fixed Income, Asset Managment, Investment Advisory, Investment Strategies, FINRA
Education
The American College 2007 — 2008
CFP, Certified Financial Planner
University of Massachusetts, Amherst 1997 — 2000
MBA, Finance
Saint Michael's College 1988 — 1992
BS, Business Management
Merrill Lynch July 1999 - Present
Merrill Lynch January 2011 - Present
Banc of America Investments July 1999 - October 2009
Morgan Stanley 1998 - 1999
Gruntal 1994 - 1998
Skills
Comprehensive Wealth..., Alternative Investments, Retirement Income..., Financial Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Securities, Uniform Combined State..., Retirement Planning, ETFs, Fixed Income, Asset Managment, Investment Advisory, Investment Strategies, FINRA
Education
The American College 2007 — 2008
CFP, Certified Financial Planner
University of Massachusetts, Amherst 1997 — 2000
MBA, Finance
Saint Michael's College 1988 — 1992
BS, Business Management
Alan Salzbank Alan Salzbank's Gruntal Experience June 1985 - May 1987
Job Partner at Gargoyle Group
Industry Investment Management
Experience
Gargoyle Group July 1998 - Present
American Stock Exchange 1987 - 2008
Gruntal June 1985 - May 1987
New York Mercantile Exchange 1981 - 1987
Herzfeld & Stern 1980 - 1985
Merrill Lynch 1977 - 1980
Skills
Options, Equities, Hedge Funds, Asset Management, Risk Management, Mutual Funds, Asset Managment, Investments, Hedging, Securities, Derivatives, Capital Markets, Proprietary Trading, Trading, Portfolio Management, Alternative Investments, Fixed Income, Series 7, Financial Risk
Education
New York University 1979 — 1981
MBA, Taxation and Finance
University of Pennsylvania 1972 — 1976
BS, Economics
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Finance
North Shore Hebrew Academy 1960 — 1968
Gargoyle Group July 1998 - Present
American Stock Exchange 1987 - 2008
Gruntal June 1985 - May 1987
New York Mercantile Exchange 1981 - 1987
Herzfeld & Stern 1980 - 1985
Merrill Lynch 1977 - 1980
Skills
Options, Equities, Hedge Funds, Asset Management, Risk Management, Mutual Funds, Asset Managment, Investments, Hedging, Securities, Derivatives, Capital Markets, Proprietary Trading, Trading, Portfolio Management, Alternative Investments, Fixed Income, Series 7, Financial Risk
Education
New York University 1979 — 1981
MBA, Taxation and Finance
University of Pennsylvania 1972 — 1976
BS, Economics
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Finance
North Shore Hebrew Academy 1960 — 1968
Dana Benyo Dana Benyo's Gruntal Experience June 1988 - September 1989
Job Vice President, Aerial Banners Inc. & Bobby's Landing, LLC
Industry Marketing and Advertising
Experience
Aerial Banners Inc. January 1997 - Present
GES International January 1992 - June 1997
Gruntal June 1988 - September 1989
Skills
Advertising, Integrated Marketing, Sales, Digital Marketing, Social Media Marketing, Marketing, Aviation, Customer Service, Strategic Planning, Aircraft, Marketing Strategy, Online Advertising, Public Relations, Social Media, Media Planning, Digital Media, Email Marketing, Event Management
Education
Kingsborough Community College 1985 — 1986
Every school since Kindergarten!
Aerial Banners Inc. January 1997 - Present
GES International January 1992 - June 1997
Gruntal June 1988 - September 1989
Skills
Advertising, Integrated Marketing, Sales, Digital Marketing, Social Media Marketing, Marketing, Aviation, Customer Service, Strategic Planning, Aircraft, Marketing Strategy, Online Advertising, Public Relations, Social Media, Media Planning, Digital Media, Email Marketing, Event Management
Education
Kingsborough Community College 1985 — 1986
Every school since Kindergarten!
Charlie Wermuth Charlie Wermuth's Gruntal Experience 1996 - 1997
Job National Sales Director at Bank Investment Services
Industry Financial Services
Experience
Santander Investment Services January 2015 - Present
M&T Securities February 2013 - January 2015
PNC Investments 2006 - February 2013
Hudson Trader Investments December 2003 - 2006
Bank of America 1998 - 2003
Gruntal 1996 - 1997
Skills
Fixed Annuities, Life Insurance, Investments, Financial Services, Financial Advisory, Investment Advisory, Retirement, Financial Analysis, Asset Allocation, Mortgage Lending, Asset Management, Investment Strategies, Loans, FINRA, Financial Planning, Mutual Funds, Strategic Planning, Sales Management, Series 63, Securities, Insurance, Banking, Relationship Management, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Coaching, Athletics, ETFs, Investment Management, Wealth, 401k Rollovers, Estate Planning, Variable Annuities, Soccer, Wealth Management, Wealth Management..., IRAs, 401k, Series 24, Strategic Financial..., Bonds, Series 6, Series 65
Education
Rider University 1988 — 1992
Father Judge 1984 — 1988
Santander Investment Services January 2015 - Present
M&T Securities February 2013 - January 2015
PNC Investments 2006 - February 2013
Hudson Trader Investments December 2003 - 2006
Bank of America 1998 - 2003
Gruntal 1996 - 1997
Skills
Fixed Annuities, Life Insurance, Investments, Financial Services, Financial Advisory, Investment Advisory, Retirement, Financial Analysis, Asset Allocation, Mortgage Lending, Asset Management, Investment Strategies, Loans, FINRA, Financial Planning, Mutual Funds, Strategic Planning, Sales Management, Series 63, Securities, Insurance, Banking, Relationship Management, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Coaching, Athletics, ETFs, Investment Management, Wealth, 401k Rollovers, Estate Planning, Variable Annuities, Soccer, Wealth Management, Wealth Management..., IRAs, 401k, Series 24, Strategic Financial..., Bonds, Series 6, Series 65
Education
Rider University 1988 — 1992
Father Judge 1984 — 1988
Paul Toomey, AAMS® Paul Toomey, AAMS®'s Gruntal Experience January 1997 - November 2000
Job Senior Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2000 - Present
A.G. Edwards & Sons, Inc. November 2000 - December 2008
Gruntal January 1997 - November 2000
Bear Stearns January 1991 - January 1997
Skills
Investments, Strategic Planning, Risk Management, Securities, Asset Allocation, Estate Investment..., Deferred Compensation..., Concentrated Stock..., Business-Owner Planning, Business-Succession..., Stock Analysis, Tax-Efficient Strategies, Retirement Plan..., Management, Wealth Management, Asset Management, Strategic Financial..., Retirement, Series 63, Banking, Credit, Alternative Investments, Access, Analysis, Financial Modeling, Estate Planning, Series 7, Loans, Financial Structuring, Finance, Asset Managment, Equities, Private Equity, Bonds, Corporate Finance, Wealth Management..., Credit Analysis, Options, Due Diligence, Mutual Funds, Trading, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Wealth
Education
University of Massachusetts Boston 1986 — 1990
Boston Latin School 1980 — 1986
University of Massachusetts, Amherst
Wells Fargo Advisors 2000 - Present
A.G. Edwards & Sons, Inc. November 2000 - December 2008
Gruntal January 1997 - November 2000
Bear Stearns January 1991 - January 1997
Skills
Investments, Strategic Planning, Risk Management, Securities, Asset Allocation, Estate Investment..., Deferred Compensation..., Concentrated Stock..., Business-Owner Planning, Business-Succession..., Stock Analysis, Tax-Efficient Strategies, Retirement Plan..., Management, Wealth Management, Asset Management, Strategic Financial..., Retirement, Series 63, Banking, Credit, Alternative Investments, Access, Analysis, Financial Modeling, Estate Planning, Series 7, Loans, Financial Structuring, Finance, Asset Managment, Equities, Private Equity, Bonds, Corporate Finance, Wealth Management..., Credit Analysis, Options, Due Diligence, Mutual Funds, Trading, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Wealth
Education
University of Massachusetts Boston 1986 — 1990
Boston Latin School 1980 — 1986
University of Massachusetts, Amherst
Sean Coates Sean Coates's Gruntal Experience July 1997 - August 1998
Job Chief Technology Officer at CircleBack Lending
Industry Financial Services
Experience
CircleBack Lending July 2014 - Present
LendKey November 2011 - July 2014
Insight Card Services January 2011 - August 2011
Bank of America Merrill Lynch March 2010 - December 2010
Coates Computer Consulting Company April 2009 - December 2010
cfX Inc. March 2008 - April 2009
TheMuniCenter (now TMCBonds) October 2000 - March 2008
Salomon Smith Barney July 1998 - August 2000
Gruntal July 1997 - August 1998
PaineWebber March 1994 - July 1997
Skills
Laravel, PHP, R, Data Science, Statistics, Software Development, MySQL, Linux, Loan Origination, Loan Servicing, Kanban, Agile Methodologies, Database Design, Ruby on Rails, Technical Recruiting, SQL, Cloud Computing, Team Management, Project Management, Databases, System Architecture, Data Center, Software Engineering, System Administration, Infrastructure, PostgreSQL, Open Source, Oracle, Unix, Application Architecture, Data Modeling, Network Security, Solaris, Integration, Perl, Business Intelligence, Java, Design Patterns, Sybase, SDLC, Data Warehousing
Education
Northcentral University 2003 — 2009
Ph.D.
University of Arizona 1989 — 1990
M.S.
New Mexico Institute of Mining and Technology 1986 — 1989
B.S.
CircleBack Lending July 2014 - Present
LendKey November 2011 - July 2014
Insight Card Services January 2011 - August 2011
Bank of America Merrill Lynch March 2010 - December 2010
Coates Computer Consulting Company April 2009 - December 2010
cfX Inc. March 2008 - April 2009
TheMuniCenter (now TMCBonds) October 2000 - March 2008
Salomon Smith Barney July 1998 - August 2000
Gruntal July 1997 - August 1998
PaineWebber March 1994 - July 1997
Skills
Laravel, PHP, R, Data Science, Statistics, Software Development, MySQL, Linux, Loan Origination, Loan Servicing, Kanban, Agile Methodologies, Database Design, Ruby on Rails, Technical Recruiting, SQL, Cloud Computing, Team Management, Project Management, Databases, System Architecture, Data Center, Software Engineering, System Administration, Infrastructure, PostgreSQL, Open Source, Oracle, Unix, Application Architecture, Data Modeling, Network Security, Solaris, Integration, Perl, Business Intelligence, Java, Design Patterns, Sybase, SDLC, Data Warehousing
Education
Northcentral University 2003 — 2009
Ph.D.
University of Arizona 1989 — 1990
M.S.
New Mexico Institute of Mining and Technology 1986 — 1989
B.S.
Maria Benedykcinski Maria Benedykcinski's Gruntal Experience 1993 - 1995
Job Business Developer at Isgus America,LLC
Industry Financial Services
Experience
Isgus America LLC June 2012 - Present
National Securities/ Brigantine Advisors July 2011 - February 2012
Jessup & Lamont October 2008 - June 2009
Ladenburg Thalmann February 2008 - September 2008
Punk, Ziegel & Company January 1998 - February 2008
Ryan Beck & Co. 1995 - 1998
Gruntal 1993 - 1995
SG Warburg 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
Private Placements, Equities, Investment Banking, Financial Services, Trading, Banking, Series 7, Investments, Entrepreneurship, IPO, Venture Capital, Hedge Funds, Capital Markets, Start-ups, Finance, Institutional Sales, Valuation
Education
City University of New York City College
Ms.ED, Education
Temple University
Certificate in N-6 Education
University of Maryland College Park
BA, GVPT Soc. Educ.
other
other
Isgus America LLC June 2012 - Present
National Securities/ Brigantine Advisors July 2011 - February 2012
Jessup & Lamont October 2008 - June 2009
Ladenburg Thalmann February 2008 - September 2008
Punk, Ziegel & Company January 1998 - February 2008
Ryan Beck & Co. 1995 - 1998
Gruntal 1993 - 1995
SG Warburg 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Skills
Private Placements, Equities, Investment Banking, Financial Services, Trading, Banking, Series 7, Investments, Entrepreneurship, IPO, Venture Capital, Hedge Funds, Capital Markets, Start-ups, Finance, Institutional Sales, Valuation
Education
City University of New York City College
Ms.ED, Education
Temple University
Certificate in N-6 Education
University of Maryland College Park
BA, GVPT Soc. Educ.
other
other
Brian C. Larson's Gruntal Experience 1994 - 1996
Job Senior Vice President, Boyd Watterson Asset Management
Industry Financial Services
Experience
Boyd Watterson Asset Management January 2007 - Present
AXA Advisors September 2000 - November 2006
Prudential Investments September 1999 - November 2000
Prudential Financial 1998 - 2000
Morgan Stanley Investment Management January 1997 - October 1999
Gruntal 1994 - 1996
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
Skills
Investments, Asset Managment, Series 7, Fixed Income, Asset Management, Management, Investment Advisory, Investment Strategies, Funding, Insurance, Financial Services, Finance, Real Estate, Pensions, Bonds, Banking, Financial Advisory, Public Speaking
Education
Saint John's University 1990 — 1994
St. John's University 1990 — 1994
Boyd Watterson Asset Management January 2007 - Present
AXA Advisors September 2000 - November 2006
Prudential Investments September 1999 - November 2000
Prudential Financial 1998 - 2000
Morgan Stanley Investment Management January 1997 - October 1999
Gruntal 1994 - 1996
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
Skills
Investments, Asset Managment, Series 7, Fixed Income, Asset Management, Management, Investment Advisory, Investment Strategies, Funding, Insurance, Financial Services, Finance, Real Estate, Pensions, Bonds, Banking, Financial Advisory, Public Speaking
Education
Saint John's University 1990 — 1994
St. John's University 1990 — 1994
Edmund Voyer's Gruntal Experience 1996 - 2003
Job Consultant
Industry Internet
Experience
SafeSpace June 2011 - Present
Independent Agent for Reverse Logistics Sales September 2010 - August 2011
SCI Wholesale Group, Inc. May 2009 - December 2009
Xykast, Inc. October 2008 - April 2009
KDNY PizzaAdz December 2006 - June 2008
Centersys Group, Inc. March 2005 - September 2006
Moneyline Telerate January 2003 - December 2004
Ryan Beck 1996 - 2003
Gruntal 1996 - 2003
Merrill Lynch 1991 - 1996
Skills
Equities, Financial Services, Series 7, Relationship Management, Strategy, Start-ups, Business Development, Securities, Capital Markets, Portfolio Management, CRM, Fixed Income, Strategic Financial..., Marketing, Executive Management, Financial Modeling, Entrepreneurship, Strategic Partnerships, Mobile Devices, Sales, Strategic Planning, Leadership, Sales Management, Analysis, Finance
Education
Fordham Gabelli School of Business 1978 — 1980
MBA, Finance and Marketing
Drew University 1972 — 1977
BA, majors in Economics and Political Science, minor in History
Morristown Beard School 1970 — 1972
SafeSpace June 2011 - Present
Independent Agent for Reverse Logistics Sales September 2010 - August 2011
SCI Wholesale Group, Inc. May 2009 - December 2009
Xykast, Inc. October 2008 - April 2009
KDNY PizzaAdz December 2006 - June 2008
Centersys Group, Inc. March 2005 - September 2006
Moneyline Telerate January 2003 - December 2004
Ryan Beck 1996 - 2003
Gruntal 1996 - 2003
Merrill Lynch 1991 - 1996
Skills
Equities, Financial Services, Series 7, Relationship Management, Strategy, Start-ups, Business Development, Securities, Capital Markets, Portfolio Management, CRM, Fixed Income, Strategic Financial..., Marketing, Executive Management, Financial Modeling, Entrepreneurship, Strategic Partnerships, Mobile Devices, Sales, Strategic Planning, Leadership, Sales Management, Analysis, Finance
Education
Fordham Gabelli School of Business 1978 — 1980
MBA, Finance and Marketing
Drew University 1972 — 1977
BA, majors in Economics and Political Science, minor in History
Morristown Beard School 1970 — 1972
Jennifer DeGracia's Gruntal Experience September 1999 - March 2000
Job Treasury Manager at Turner Construction Company
Industry Construction
Experience
Turner Construction Company April 2013 - Present
Turner Construction Company May 2010 - March 2013
Turner Construction Company March 2008 - May 2010
Turner Construction Company December 2005 - February 2008
Turner Construction Company June 2004 - November 2005
Paul Benowitz Architects January 2003 - June 2004
ABN Amro / ING Barings March 2000 - July 2002
Gruntal September 1999 - March 2000
Stephen Katz June 1997 - August 1997
Ziruale Inc August 1995 - August 1996
Skills
Construction, Construction Management, Cost, Project Coordination, Corporate Treasury, Analysis and Planning, Project Planning, LEED, Treasury Management, Change Orders, Project Estimation, Contract Management
Education
Columbia University in the City of New York 1996 — 1999
Master of Architecture (M.Arch.), Architecture
Bryn Mawr College 1990 — 1994
Bachelor of Arts (B.A.), Urban Studies/Affairs
United Nations International School 1986 — 1990
International Baccalaureate Diploma, International Baccalaureate
Turner Construction Company April 2013 - Present
Turner Construction Company May 2010 - March 2013
Turner Construction Company March 2008 - May 2010
Turner Construction Company December 2005 - February 2008
Turner Construction Company June 2004 - November 2005
Paul Benowitz Architects January 2003 - June 2004
ABN Amro / ING Barings March 2000 - July 2002
Gruntal September 1999 - March 2000
Stephen Katz June 1997 - August 1997
Ziruale Inc August 1995 - August 1996
Skills
Construction, Construction Management, Cost, Project Coordination, Corporate Treasury, Analysis and Planning, Project Planning, LEED, Treasury Management, Change Orders, Project Estimation, Contract Management
Education
Columbia University in the City of New York 1996 — 1999
Master of Architecture (M.Arch.), Architecture
Bryn Mawr College 1990 — 1994
Bachelor of Arts (B.A.), Urban Studies/Affairs
United Nations International School 1986 — 1990
International Baccalaureate Diploma, International Baccalaureate
Nicholas Raymond's Gruntal Experience 1997 - 1999
Job Network Engineer at Adaptive Solutions
Industry Computer Networking
Experience
Adaptive Solutions October 2013 - Present
Advent Capital Management September 2008 - October 2013
EXENET LLC 2005 - 2008
Zurich Capital 2001 - 2006
Deutsche Bank October 2000 - August 2001
Gruntal 1997 - 1999
Skills
VMware, Active Directory, Disaster Recovery, Servers, Virtualization, VMware ESX
Education
Borough of Manhattan Community College 1995 — 1997
Adaptive Solutions October 2013 - Present
Advent Capital Management September 2008 - October 2013
EXENET LLC 2005 - 2008
Zurich Capital 2001 - 2006
Deutsche Bank October 2000 - August 2001
Gruntal 1997 - 1999
Skills
VMware, Active Directory, Disaster Recovery, Servers, Virtualization, VMware ESX
Education
Borough of Manhattan Community College 1995 — 1997
Eric Sides's Gruntal Experience 1994 - 1996
Job Owner, Select Office Products
Industry Business Supplies and Equipment
Experience
BNI 2008 - Present
Select Office Products September 1996 - Present
IPC (USA), Inc. October 1997 - October 2001
gruntal 1994 - 1996
Skills
Customer Satisfaction, Advertising, Customer Service, Social Media Marketing, Leadership, Marketing Strategy, Social Media, Sales Management, Public Speaking, Small Business, New Business Development, Sales, Marketing, Coaching, Start-ups, Investments, Office Equipment, Strategic Planning, Online Advertising
Education
State University of New York College at Oneonta 1986 — 1990
Longwood High School 1982 — 1986
english
BNI 2008 - Present
Select Office Products September 1996 - Present
IPC (USA), Inc. October 1997 - October 2001
gruntal 1994 - 1996
Skills
Customer Satisfaction, Advertising, Customer Service, Social Media Marketing, Leadership, Marketing Strategy, Social Media, Sales Management, Public Speaking, Small Business, New Business Development, Sales, Marketing, Coaching, Start-ups, Investments, Office Equipment, Strategic Planning, Online Advertising
Education
State University of New York College at Oneonta 1986 — 1990
Longwood High School 1982 — 1986
english
John Putnam's Gruntal Experience September 1997 - June 1998
Job Director of Research at WebVest Advisors
Industry Investment Banking
Experience
WebVest Securities January 2013 - Present
CapStone Investments August 2009 - January 2013
NextWave Research, Inc. December 2008 - August 2009
NextWave Research, Inc November 2008 - August 2009
Dawson James Securities September 2006 - December 2008
Dawson James Securities September 2006 - November 2008
Stanford Group Company May 2004 - July 2006
Stanford Group Company February 2002 - May 2004
Gruntal & Co June 1998 - February 2002
Gruntal September 1997 - June 1998
Skills
Investment Banking, Equity Research, Valuation, Capital Markets, Equities, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Private Equity, Structured Products, Bonds, Investments, Due Diligence, Trading, Corporate Finance, Alternative Investments, Portfolio Management, Asset Managment, Securities
Education
The George Washington University - School of Business 1973 — 1975
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Baldwin-Wallace University 1966 — 1970
Bachelor of Arts (B.A.), Business Administration and Management, General
WebVest Securities January 2013 - Present
CapStone Investments August 2009 - January 2013
NextWave Research, Inc. December 2008 - August 2009
NextWave Research, Inc November 2008 - August 2009
Dawson James Securities September 2006 - December 2008
Dawson James Securities September 2006 - November 2008
Stanford Group Company May 2004 - July 2006
Stanford Group Company February 2002 - May 2004
Gruntal & Co June 1998 - February 2002
Gruntal September 1997 - June 1998
Skills
Investment Banking, Equity Research, Valuation, Capital Markets, Equities, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Private Equity, Structured Products, Bonds, Investments, Due Diligence, Trading, Corporate Finance, Alternative Investments, Portfolio Management, Asset Managment, Securities
Education
The George Washington University - School of Business 1973 — 1975
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Baldwin-Wallace University 1966 — 1970
Bachelor of Arts (B.A.), Business Administration and Management, General
Paul Luongo's Gruntal Experience 1991 - 2001
Job New Business Development
Industry Financial Services
Experience
PDL Marketing Solutions December 2013 - Present
Actor's Institute Lehigh Valley November 2013 - Present
Progressive Payment Solutions Inc. February 2013 - November 2013
MassMutual Financial Group February 2005 - November 2012
Gruntal 1991 - 2001
Skills
Securities, Strategic Planning, Public Speaking, Sales Management, Social Media, Marketing Strategy, New Business Development, Account Management, Business Strategy, Business Development, Retirement, Insurance, Marketing, Customer Service, Public Relations, Social Media Marketing, Email Marketing, Fundraising, Social Networking, Marketing Communications, Advertising, Event Management, Event Planning, Market Planning, Marketing Management, SEO, Direct Marketing, Online Marketing, B2B, Customer Satisfaction, Direct Sales
Education
Adelphi University 1987 — 1988
PDL Marketing Solutions December 2013 - Present
Actor's Institute Lehigh Valley November 2013 - Present
Progressive Payment Solutions Inc. February 2013 - November 2013
MassMutual Financial Group February 2005 - November 2012
Gruntal 1991 - 2001
Skills
Securities, Strategic Planning, Public Speaking, Sales Management, Social Media, Marketing Strategy, New Business Development, Account Management, Business Strategy, Business Development, Retirement, Insurance, Marketing, Customer Service, Public Relations, Social Media Marketing, Email Marketing, Fundraising, Social Networking, Marketing Communications, Advertising, Event Management, Event Planning, Market Planning, Marketing Management, SEO, Direct Marketing, Online Marketing, B2B, Customer Satisfaction, Direct Sales
Education
Adelphi University 1987 — 1988
Meredythe Gray's Gruntal Experience November 1993 - May 1995
Job Accounting Manager at Strat@comm
Industry Accounting
Experience
Stratacomm LLC September 2007 - Present
IAII November 2006 - July 2007
Vance International February 2003 - November 2006
Decision Strategies International, Inc. February 2001 - February 2003
Motiva Enterprises LLC October 1999 - February 2001
Shell Services International October 1995 - September 1999
Gruntal November 1993 - May 1995
Skills
Accounts Payable, Accounts Receivable, Accounting, General Ledger, Reconciliation, Consolidation, Excel, Financial Reporting, Financial Analysis, SOX, Microsoft Office, Forecasting, Microsoft Excel, Account Reconciliation, Auditing, Finance, Fixed Assets, Budgets, Financial Statements, Sarbanes-Oxley Act
Education
Adelphi University 1993 — 1995
MS, Accounting
Virginia Union University 1989 — 1993
BS, Accounting
Stratacomm LLC September 2007 - Present
IAII November 2006 - July 2007
Vance International February 2003 - November 2006
Decision Strategies International, Inc. February 2001 - February 2003
Motiva Enterprises LLC October 1999 - February 2001
Shell Services International October 1995 - September 1999
Gruntal November 1993 - May 1995
Skills
Accounts Payable, Accounts Receivable, Accounting, General Ledger, Reconciliation, Consolidation, Excel, Financial Reporting, Financial Analysis, SOX, Microsoft Office, Forecasting, Microsoft Excel, Account Reconciliation, Auditing, Finance, Fixed Assets, Budgets, Financial Statements, Sarbanes-Oxley Act
Education
Adelphi University 1993 — 1995
MS, Accounting
Virginia Union University 1989 — 1993
BS, Accounting
Peter Fonseca's Gruntal Experience December 1985 - October 1989
Job Senior Specialist at Citigroup
Industry Financial Services
Experience
Citigroup October 1989 - Present
Gruntal December 1985 - October 1989
Elders Futures March 1983 - December 1985
Skills
All Aspects Of Futures..., Account Reconciliation, Settlement, Accounting, Microsoft Exchange, Futures Trading, Fixed Income, Equities, Financial Services, Risk Management
Education
CUNY Bronx Community College 1968 — 1970
Bachelor's degree, Psychology
De Witt Clinton, HS 1965 — 1968
HS diploma with 94% grade average., History and Science and Technology
Citigroup October 1989 - Present
Gruntal December 1985 - October 1989
Elders Futures March 1983 - December 1985
Skills
All Aspects Of Futures..., Account Reconciliation, Settlement, Accounting, Microsoft Exchange, Futures Trading, Fixed Income, Equities, Financial Services, Risk Management
Education
CUNY Bronx Community College 1968 — 1970
Bachelor's degree, Psychology
De Witt Clinton, HS 1965 — 1968
HS diploma with 94% grade average., History and Science and Technology
Doug Kleinberg's Gruntal Experience 1994 - 1999
Job Managing Director Healthcare Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2011 - Present
Fortis Bank / BNPP Fortis 2002 - 2010
Ladenburg Thalmann 1999 - 2001
Gruntal 1994 - 1999
Deloitte & Touche 1988 - 1993
Skills
Hedge Funds, Investment Banking, Healthcare, Management, Capital Markets, Equity Research, Financial Modeling, Corporate Finance, Valuation, Derivatives, Private Equity, Fixed Income, Mergers & Acquisitions, Due Diligence, Venture Capital, Project Finance, Investments, Equities, Financial Structuring, Structured Finance, Investor Relations, M&A experience, Asset Management, Portfolio Management, Corporate Development, Financial Analysis, IPO, Business Strategy, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
B.S. Management, Accounting
SunTrust Robinson Humphrey July 2011 - Present
Fortis Bank / BNPP Fortis 2002 - 2010
Ladenburg Thalmann 1999 - 2001
Gruntal 1994 - 1999
Deloitte & Touche 1988 - 1993
Skills
Hedge Funds, Investment Banking, Healthcare, Management, Capital Markets, Equity Research, Financial Modeling, Corporate Finance, Valuation, Derivatives, Private Equity, Fixed Income, Mergers & Acquisitions, Due Diligence, Venture Capital, Project Finance, Investments, Equities, Financial Structuring, Structured Finance, Investor Relations, M&A experience, Asset Management, Portfolio Management, Corporate Development, Financial Analysis, IPO, Business Strategy, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
B.S. Management, Accounting
Kim Salandra's Gruntal Experience 1987 - 1992
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Smartlite USA September 2014 - Present
OnetoOne Physical Therapy 2009 - 2010
Cypress Financial Recoveries, LLC January 2005 - February 2008
South wind Associates January 2004 - June 2004
Fred Alger Management 1992 - 2003
Gruntal 1987 - 1992
Skills
Asset Managment, Financial Services, Investments
Education
Montclair State University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Smartlite USA September 2014 - Present
OnetoOne Physical Therapy 2009 - 2010
Cypress Financial Recoveries, LLC January 2005 - February 2008
South wind Associates January 2004 - June 2004
Fred Alger Management 1992 - 2003
Gruntal 1987 - 1992
Skills
Asset Managment, Financial Services, Investments
Education
Montclair State University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Andrew Levi's Gruntal Experience March 1994 - August 1994
Job Financial Analyst/Assistant Portfolio Manager at Avon Capital/Millennium
Industry Investment Management
Experience
Avon Capital/Millennium Partners April 2012 - Present
Caris & Company January 2011 - April 2012
First New York Securities December 2009 - March 2010
RBC Trading February 2009 - November 2009
Bencourt January 2007 - October 2008
Bear Wagner Specialists March 2001 - January 2007
Credit Suisse March 1998 - February 2001
Furman Selz August 1994 - March 1998
Gruntal March 1994 - August 1994
Smith Barney April 1993 - April 1994
Education
Fairleigh Dickinson University 1985 — 1988
BS finance, Finance
Fieldston
Avon Capital/Millennium Partners April 2012 - Present
Caris & Company January 2011 - April 2012
First New York Securities December 2009 - March 2010
RBC Trading February 2009 - November 2009
Bencourt January 2007 - October 2008
Bear Wagner Specialists March 2001 - January 2007
Credit Suisse March 1998 - February 2001
Furman Selz August 1994 - March 1998
Gruntal March 1994 - August 1994
Smith Barney April 1993 - April 1994
Education
Fairleigh Dickinson University 1985 — 1988
BS finance, Finance
Fieldston
Richard Hack's Gruntal Experience 1996 - 1997
Job Senior Capital Markets and Risk Measurement Professional
Industry Financial Services
Experience
BNPPARIBAS March 2013 - Present
DTCC June 2006 - May 2010
Lazard Freres & Co. June 2004 - June 2006
BNP Paribas September 1997 - September 2004
gruntal 1996 - 1997
Deloitte September 1989 - September 1996
Skills
Operational Risk..., Model Validation, Capital Markets, Financial Risk, Derivatives, Hedge Funds, Internal Audit, Asset Managment, Market Risk, Enterprise Risk..., Operational Risk, Sarbanes-Oxley Act, Risk Management, Auditing, Internal Controls, AML, Liquidity Risk and..., Credit Risk Modeling, Corporate Governance, Credit, Accounting, Governance, Financial Modeling, Financial Institutions, Valuation, Settlement, Sarbanes-Oxley, Financial Audits, Credit Derivatives, Risk Assessment, Financial Accounting, Back Office, Risk Analysis, Interest Rate..., Financial Markets, MBS, Swaps, Basel II, Business Continuity, Middle Office, US GAAP, Structured Products, Product Control, Liquidity Risk
Education
University at Albany, SUNY 1986 — 1989
BS, Accountancy
BNPPARIBAS March 2013 - Present
DTCC June 2006 - May 2010
Lazard Freres & Co. June 2004 - June 2006
BNP Paribas September 1997 - September 2004
gruntal 1996 - 1997
Deloitte September 1989 - September 1996
Skills
Operational Risk..., Model Validation, Capital Markets, Financial Risk, Derivatives, Hedge Funds, Internal Audit, Asset Managment, Market Risk, Enterprise Risk..., Operational Risk, Sarbanes-Oxley Act, Risk Management, Auditing, Internal Controls, AML, Liquidity Risk and..., Credit Risk Modeling, Corporate Governance, Credit, Accounting, Governance, Financial Modeling, Financial Institutions, Valuation, Settlement, Sarbanes-Oxley, Financial Audits, Credit Derivatives, Risk Assessment, Financial Accounting, Back Office, Risk Analysis, Interest Rate..., Financial Markets, MBS, Swaps, Basel II, Business Continuity, Middle Office, US GAAP, Structured Products, Product Control, Liquidity Risk
Education
University at Albany, SUNY 1986 — 1989
BS, Accountancy
Bert Riley's Gruntal Experience May 1994 - March 1997
Job President at Petersen Investments
Industry Financial Services
Experience
Petersen Investments March 1997 - Present
Gruntal May 1994 - March 1997
Skills
FINRA, Series 7, Series 24, Series 4, Series 63, Series 65, Equities, Retirement Plan..., Profit Sharing, IRAs, Securities, Investment Advisory
Education
Marist College
Bachelor of Science (BS), Finance and Financial Management Services
Petersen Investments March 1997 - Present
Gruntal May 1994 - March 1997
Skills
FINRA, Series 7, Series 24, Series 4, Series 63, Series 65, Equities, Retirement Plan..., Profit Sharing, IRAs, Securities, Investment Advisory
Education
Marist College
Bachelor of Science (BS), Finance and Financial Management Services
Lon Hest's Gruntal Experience May 1985 - October 1996
Job Of Counsel at Fulbright & Jaworski
Industry Legal Services
Experience
Fulbright & Jaworski PartnerFulbright & Jaworski L.L.P.October 1996 - January 2012
Gruntal May 1985 - October 1996
Education
Columbia Law School 1967 — 1970
J.D.
Williams College 1963 — 1967
B.A.
Fulbright & Jaworski PartnerFulbright & Jaworski L.L.P.October 1996 - January 2012
Gruntal May 1985 - October 1996
Education
Columbia Law School 1967 — 1970
J.D.
Williams College 1963 — 1967
B.A.
Edward Sakic's Gruntal Experience June 1992 - March 1999
Job Client Associate at The McGraw Group, LP
Industry Financial Services
Experience
The McGraw Group, LP May 2012 - Present
Chase May 2002 - May 2012
Gruntal June 1992 - March 1999
Education
Central Connecticut State University
Bachelor's degree
The College of New Jersey
Master of Business Administration (MBA)
The McGraw Group, LP May 2012 - Present
Chase May 2002 - May 2012
Gruntal June 1992 - March 1999
Education
Central Connecticut State University
Bachelor's degree
The College of New Jersey
Master of Business Administration (MBA)
Nancy Cinatl's Gruntal Experience January 1989 - February 1993
Job Bookkeeper
Industry Accounting
Experience
Self-employed October 2000 - Present
Gruntal January 1989 - February 1993
Mesirow Financial January 1982 - February 1987
Education
College of DuPage 2011 — 2015
Hollins University 1977 — 1981
Bachelor of Arts, Biology/Biological Sciences, General
Self-employed October 2000 - Present
Gruntal January 1989 - February 1993
Mesirow Financial January 1982 - February 1987
Education
College of DuPage 2011 — 2015
Hollins University 1977 — 1981
Bachelor of Arts, Biology/Biological Sciences, General
First National Bank of Omaha
PIMCO
CIB Bank
Roth Capital Partners
Davis + Henderson
Pivotal Payments
Centerview Partners
Kotak Mahindra Bank