Hapoalim Securities USA
Industry: Company
DescriptionFounded: 1993 Parent organization: Bank Hapoalim Subsidiary: Hapoalim Securities USA, Inc., Research DivisionFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportHapoalim SecuritiesDirections Saved (0) Saved Save Financial planner in New York City, New York Address: 1 Battery Pl # 2, New York, NY 10004 Phone: (212) 482-1462Website: : Place name: Hours: : : : : Category: : 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add 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 Hapoalim Securities Posting publicly on the Web Write a review Reviews Be the first to review
Hapoalim Securities USA List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hapoalim Securities USA. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Hapoalim Securities USA Employees
Employee
Years
Job
Industry
Andrew Chai, CFA Andrew Chai, CFA's Hapoalim Securities USA Experience 2009 - 2010
Job Credit Trader at UBS
Industry Capital Markets
Experience
Hapoalim Securities USA 2009 - 2010
Swiss Re 2005 - 2008
FTN Financial 2004 - 2004
Merrill Lynch 2001 - 2004
Education
Wharton School, University of Pennsylvania 1997 — 2001
Bachelor of Science in Economics, Finance and Management
The Webb Schools 1994 — 1997
Hapoalim Securities USA 2009 - 2010
Swiss Re 2005 - 2008
FTN Financial 2004 - 2004
Merrill Lynch 2001 - 2004
Education
Wharton School, University of Pennsylvania 1997 — 2001
Bachelor of Science in Economics, Finance and Management
The Webb Schools 1994 — 1997
Negin Zebarjad Negin Zebarjad's Hapoalim Securities USA Experience June 2012 - August 2012
Job Consultant at Nordicity
Industry Management Consulting
Experience
Nordicity September 2013 - Present
Mercer Union January 2014 - Present
Art Gallery of Ontario August 2012 - November 2012
Hapoalim Securities USA June 2012 - August 2012
Solomon R. Guggenheim Museum June 2011 - September 2011
Cirrus Tech Ltd. June 2009 - September 2010
Park West Gallery June 2008 - May 2009
Skills
Project Management, Financial Analysis, Teaching, Grant Writing, Strategic Communications, Program Management, Follow-through Skills, Process Improvement, Analytical Skills, Curating
Education
York University - Schulich School of Business 2011 — 2013
Master of Business Administration (MBA)
York University - Faculty of Graduate Studies 2010 — 2013
Master of Arts (MA), Art History
Queen's University 2004 — 2008
Bachelor of Arts, Honours (BAH), Art History
Nordicity September 2013 - Present
Mercer Union January 2014 - Present
Art Gallery of Ontario August 2012 - November 2012
Hapoalim Securities USA June 2012 - August 2012
Solomon R. Guggenheim Museum June 2011 - September 2011
Cirrus Tech Ltd. June 2009 - September 2010
Park West Gallery June 2008 - May 2009
Skills
Project Management, Financial Analysis, Teaching, Grant Writing, Strategic Communications, Program Management, Follow-through Skills, Process Improvement, Analytical Skills, Curating
Education
York University - Schulich School of Business 2011 — 2013
Master of Business Administration (MBA)
York University - Faculty of Graduate Studies 2010 — 2013
Master of Arts (MA), Art History
Queen's University 2004 — 2008
Bachelor of Arts, Honours (BAH), Art History
Richard Powers Richard Powers's Hapoalim Securities USA Experience January 2014 - September 2014
Job Vice President, Institutional Fixed Income Sales at Incapital
Industry Financial Services
Experience
Incapital February 2015 - Present
Hapoalim Securities USA January 2014 - September 2014
BNY Mellon January 2008 - August 2013
TD Ameritrade February 2005 - April 2006
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Securities, Investments, Banking, Series 7, Financial Markets, Financial Analysis, Derivatives, Portfolio Management, Series 63, Bonds, Bloomberg Terminal, Financial Services, FINRA, Middle Office, Options
Education
Siena College 1999 — 2003
BS, Finance, General
Massapequa High 1995 — 1999
Incapital February 2015 - Present
Hapoalim Securities USA January 2014 - September 2014
BNY Mellon January 2008 - August 2013
TD Ameritrade February 2005 - April 2006
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Securities, Investments, Banking, Series 7, Financial Markets, Financial Analysis, Derivatives, Portfolio Management, Series 63, Bonds, Bloomberg Terminal, Financial Services, FINRA, Middle Office, Options
Education
Siena College 1999 — 2003
BS, Finance, General
Massapequa High 1995 — 1999
Niyati Bansal Niyati Bansal's Hapoalim Securities USA Experience June 2013 - August 2013
Job Business Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
Group One Trading, LP September 2013 - May 2014
Hapoalim Securities USA June 2013 - August 2013
NYU Polytechnic School of Engineering September 2012 - May 2013
Tata Consultancy Services July 2011 - August 2011
Skills
SQL, JavaScript, Microsoft Office, Java, Financial Modeling, Data Analysis, C++, HTML, Marketing, Matlab, Microsoft Excel, PowerPoint, Research, Microsoft Word, Teamwork, Project Management, MySQL, SSRS
Education
New York University 2012 — 2014
Master's Degree, Finance and Risk Engineering, 3.83/4.0
University of Mumbai 2008 — 2012
Bachelor of Engineering (B.E.), Computer Engineering, 3.8/4.0
Jefferies LLC June 2014 - Present
Group One Trading, LP September 2013 - May 2014
Hapoalim Securities USA June 2013 - August 2013
NYU Polytechnic School of Engineering September 2012 - May 2013
Tata Consultancy Services July 2011 - August 2011
Skills
SQL, JavaScript, Microsoft Office, Java, Financial Modeling, Data Analysis, C++, HTML, Marketing, Matlab, Microsoft Excel, PowerPoint, Research, Microsoft Word, Teamwork, Project Management, MySQL, SSRS
Education
New York University 2012 — 2014
Master's Degree, Finance and Risk Engineering, 3.83/4.0
University of Mumbai 2008 — 2012
Bachelor of Engineering (B.E.), Computer Engineering, 3.8/4.0
Oren Cabir Oren Cabir's Hapoalim Securities USA Experience May 2014 - Present
Job Trader/Underwriter CDs & MTNs at Hapoalim Securities USA
Industry Financial Services
Experience
Hapoalim Securities USA May 2014 - Present
Hapoalim Securities USA July 2012 - May 2014
Hapoalim Securities USA March 2011 - July 2012
Skills
Series 7, Series 63, Bloomberg, Microsoft Excel, PowerPoint, Trading, Fixed Income, Microsoft Word, Alternative Investments, Corporate Finance, Economics, Financial Reporting, Financial Statement..., Quantitative Models, Derivatives, Equity Valuation, Portfolio Management, Wealth Management, Equity Derivatives
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (B.A.), Economics with a Minor in Global Studies
William Howard Taft High School 2005 — 2009
CFA Institute
Hapoalim Securities USA May 2014 - Present
Hapoalim Securities USA July 2012 - May 2014
Hapoalim Securities USA March 2011 - July 2012
Skills
Series 7, Series 63, Bloomberg, Microsoft Excel, PowerPoint, Trading, Fixed Income, Microsoft Word, Alternative Investments, Corporate Finance, Economics, Financial Reporting, Financial Statement..., Quantitative Models, Derivatives, Equity Valuation, Portfolio Management, Wealth Management, Equity Derivatives
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (B.A.), Economics with a Minor in Global Studies
William Howard Taft High School 2005 — 2009
CFA Institute
Daniel Scavone's Hapoalim Securities USA Experience July 2010 - June 2012
Job Associate at Xaxis
Industry Marketing and Advertising
Experience
Xaxis March 2014 - Present
Don Bosco Preparatory High School August 2012 - March 2014
Hapoalim Securities USA July 2010 - June 2012
Jesup & Lamont November 2008 - June 2010
Skills
Digital Media, Fixed Income, Bonds, Trading, Investments
Education
Bentley University 2004 — 2008
Bachelor's Degree, Finance
Xaxis March 2014 - Present
Don Bosco Preparatory High School August 2012 - March 2014
Hapoalim Securities USA July 2010 - June 2012
Jesup & Lamont November 2008 - June 2010
Skills
Digital Media, Fixed Income, Bonds, Trading, Investments
Education
Bentley University 2004 — 2008
Bachelor's Degree, Finance
Reggie Funderburk Reggie Funderburk's Hapoalim Securities USA Experience January 2014 - September 2014
Job Fixed Income Sales
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 2014 - Present
Hapoalim Securities USA January 2014 - September 2014
KGS-Alpha Capital Markets, L.P. December 2011 - December 2013
Citi June 2000 - November 2011
Education
Rutgers University
BS, Marketing
Oppenheimer & Co. Inc. October 2014 - Present
Hapoalim Securities USA January 2014 - September 2014
KGS-Alpha Capital Markets, L.P. December 2011 - December 2013
Citi June 2000 - November 2011
Education
Rutgers University
BS, Marketing
Ryan (Jiyu) Ding Ryan (Jiyu) Ding's Hapoalim Securities USA Experience February 2012 - April 2012
Job Senior ECM Analyst at McLagan
Industry Financial Services
Experience
McLagan September 2013 - Present
Markit April 2012 - September 2013
Hapoalim Securities USA February 2012 - April 2012
Interactive Data December 2011 - February 2012
Skills
Microsoft Office..., Financial Analysis, Microsoft Excel, Chinese, Investment Banking, Pivot Tables, Databases, Macro, Language Development, Financial Modeling, Derivatives, Equities, Bloomberg, Bloomberg Terminal, Analysis, Finance
Education
Michigan State University 2007 — 2011
Bachelor of Arts, Finance, 3.5
McLagan September 2013 - Present
Markit April 2012 - September 2013
Hapoalim Securities USA February 2012 - April 2012
Interactive Data December 2011 - February 2012
Skills
Microsoft Office..., Financial Analysis, Microsoft Excel, Chinese, Investment Banking, Pivot Tables, Databases, Macro, Language Development, Financial Modeling, Derivatives, Equities, Bloomberg, Bloomberg Terminal, Analysis, Finance
Education
Michigan State University 2007 — 2011
Bachelor of Arts, Finance, 3.5
Sean Ward's Hapoalim Securities USA Experience 2006 - 2007
Job Director of Institutional Sales at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp June 2014 - Present
Bloomberg October 2010 - May 2014
Lord Abbett October 2007 - September 2010
Hapoalim Securities USA 2006 - 2007
R.F. LAFFERTY & COMPANY January 2003 - January 2006
HEARTLAND SECURITIES January 2000 - January 2003
Skills
Alternative Investments
Education
The Johns Hopkins University 1996 — 2000
PHHS
SS&C GlobeOp June 2014 - Present
Bloomberg October 2010 - May 2014
Lord Abbett October 2007 - September 2010
Hapoalim Securities USA 2006 - 2007
R.F. LAFFERTY & COMPANY January 2003 - January 2006
HEARTLAND SECURITIES January 2000 - January 2003
Skills
Alternative Investments
Education
The Johns Hopkins University 1996 — 2000
PHHS
Javier Colon Javier Colon's Hapoalim Securities USA Experience June 2013 - August 2013
Job Analyst, CMBS at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
Kroll Bond Rating Agency, Inc. March 2015 - Present
Hapoalim Securities USA, Inc. June 2014 - February 2015
Hapoalim Securities USA June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Windows, Access, Financial Modeling, Municipal Bonds, Financial Services, Fixed Income, Bond Pricing, Trade Finance, Bloomberg, Facebook
Education
Baylor University 2012 — 2014
Bachelor, Pre-Business
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor's Degree, Finance and Economics
Kroll Bond Rating Agency, Inc. March 2015 - Present
Hapoalim Securities USA, Inc. June 2014 - February 2015
Hapoalim Securities USA June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Windows, Access, Financial Modeling, Municipal Bonds, Financial Services, Fixed Income, Bond Pricing, Trade Finance, Bloomberg, Facebook
Education
Baylor University 2012 — 2014
Bachelor, Pre-Business
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor's Degree, Finance and Economics
Rick Cabanes's Hapoalim Securities USA Experience October 2008 - Present
Job SVP Structured Products Trading Hapoalim Sec USA
Industry Financial Services
Experience
Hapoalim Securities USA October 2008 - Present
Skills
Trading, Fixed Income, Capital Markets, Series 7, Series 63, Structured Products, Bloomberg, Series 24, Structured Investments
Education
Loyola Marymount University 1993 — 1994
MBA, Finance
University of California, Irvine 1988 — 1992
BA, Economics
Hapoalim Securities USA October 2008 - Present
Skills
Trading, Fixed Income, Capital Markets, Series 7, Series 63, Structured Products, Bloomberg, Series 24, Structured Investments
Education
Loyola Marymount University 1993 — 1994
MBA, Finance
University of California, Irvine 1988 — 1992
BA, Economics
Sam Hagopian's Hapoalim Securities USA Experience March 2011 - May 2011
Job Director of Business Development at Excel Termite and Pest Control
Industry Marketing and Advertising
Experience
Excel Termite and Pest Control January 2014 - Present
Ogilvy & Mather February 2012 - December 2013
Terrapin Partners July 2011 - February 2012
Hapoalim Securities USA March 2011 - May 2011
Starpoint Solutions June 2010 - August 2010
Skills
Digital Strategy, Digital Media, Social Media Marketing, Social Media, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
B.A., Economics & History
Excel Termite and Pest Control January 2014 - Present
Ogilvy & Mather February 2012 - December 2013
Terrapin Partners July 2011 - February 2012
Hapoalim Securities USA March 2011 - May 2011
Starpoint Solutions June 2010 - August 2010
Skills
Digital Strategy, Digital Media, Social Media Marketing, Social Media, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
B.A., Economics & History
Jake Lebovich Jake Lebovich's Hapoalim Securities USA Experience May 2011 - August 2011
Job Intern at JP Turner & Company, LLC
Industry Financial Services
Experience
JP Turner & Company, LLC May 2012 - November 2012
Hapoalim Securities USA May 2011 - August 2011
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor’s Degree, Finance
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (B.S.), Finance, General
JP Turner & Company, LLC May 2012 - November 2012
Hapoalim Securities USA May 2011 - August 2011
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor’s Degree, Finance
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Derek Weissman Derek Weissman's Hapoalim Securities USA Experience June 2013 - August 2013
Job Associate at Procida Funding & Advisors
Industry Higher Education
Experience
Procida Funding & Advisors June 2015 - Present
Colliers-International January 2015 - April 2015
Wildflowers June 2010 - December 2014
Hapoalim Securities USA June 2013 - August 2013
Gabriel Sales February 2013 - May 2013
Blue and Gold Football Camp July 2011 - July 2012
Tom Whalen Construction May 2010 - August 2010
Skills
Leadership, Sales, Research, Facebook, Social Networking, PowerPoint, Social Media Marketing, Microsoft Office, Data Analysis, Microsoft Excel, Social Media, Microsoft Word, Event Planning, Public Speaking, Outlook
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2015
Northern Valley Old Tappan High School 2007 — 2011
Procida Funding & Advisors June 2015 - Present
Colliers-International January 2015 - April 2015
Wildflowers June 2010 - December 2014
Hapoalim Securities USA June 2013 - August 2013
Gabriel Sales February 2013 - May 2013
Blue and Gold Football Camp July 2011 - July 2012
Tom Whalen Construction May 2010 - August 2010
Skills
Leadership, Sales, Research, Facebook, Social Networking, PowerPoint, Social Media Marketing, Microsoft Office, Data Analysis, Microsoft Excel, Social Media, Microsoft Word, Event Planning, Public Speaking, Outlook
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2015
Northern Valley Old Tappan High School 2007 — 2011
Stephen Pasciuto's Hapoalim Securities USA Experience August 2013 - Present
Job Hapoalim Securities, Managing Director of Middle Markets Group
Industry Financial Services
Experience
Hapoalim Securities USA August 2013 - Present
Skills
Banking, Mortgage Lending, Investments, Bloomberg, Credit, Equities, Loans, Fixed Income, Asset Managment, Account Management, Portfolio Management, Series 63, Securities, Financial Analysis, Series 7, Sales, Bonds, Trading, Capital Markets, Financial Services, Relationship Management, Financial Markets, Alternative Investments, Credit Analysis, Finance, Financial Modeling, Strategic Financial..., Risk Management, Derivatives, Bloomberg Terminal, Structured Finance, MBS, Investment Banking, Hedging, Residential Mortgages, Credit Risk, Valuation, Wealth Management, Hedge Funds, Investment Strategies, Business Development, Loan Origination, Options, Asset Allocation, Asset Management
Education
Quinnipiac University 1999 — 2003
Bachelor of Science, Accounting
Quinnipiac University - School of Business 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Hapoalim Securities USA August 2013 - Present
Skills
Banking, Mortgage Lending, Investments, Bloomberg, Credit, Equities, Loans, Fixed Income, Asset Managment, Account Management, Portfolio Management, Series 63, Securities, Financial Analysis, Series 7, Sales, Bonds, Trading, Capital Markets, Financial Services, Relationship Management, Financial Markets, Alternative Investments, Credit Analysis, Finance, Financial Modeling, Strategic Financial..., Risk Management, Derivatives, Bloomberg Terminal, Structured Finance, MBS, Investment Banking, Hedging, Residential Mortgages, Credit Risk, Valuation, Wealth Management, Hedge Funds, Investment Strategies, Business Development, Loan Origination, Options, Asset Allocation, Asset Management
Education
Quinnipiac University 1999 — 2003
Bachelor of Science, Accounting
Quinnipiac University - School of Business 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
michael frankel's Hapoalim Securities USA Experience February 2012 - October 2014
Job Corporate trader at Maxim group
Industry Capital Markets
Experience
Maxim group December 2014 - Present
Hapoalim Securities USA February 2012 - October 2014
Hapoalim Securities USAM February 2012 - October 2014
Oppenheimer & Co. March 2008 - February 2012
advest 1996 - 2006
Skills
Series 7, Series 63, Bonds, Trading, Fixed Income, Series 24, Bloomberg, Securities, Electronic Trading, Capital Markets, Options, Equities, FINRA, Trading Systems, Hedge Funds, Structured Products, Derivatives, Financial Markets, Portfolio Management, Proprietary Trading, Asset Allocation, High Yield, Asset Management, Equity Trading, Investment Banking, Private Equity, Investment Strategies, Investments, Emerging Markets, CDS, Alternative Investments, Mutual Funds, Bloomberg Terminal, Credit
Education
Baruch College, City University of New York (CUNY)
Maxim group December 2014 - Present
Hapoalim Securities USA February 2012 - October 2014
Hapoalim Securities USAM February 2012 - October 2014
Oppenheimer & Co. March 2008 - February 2012
advest 1996 - 2006
Skills
Series 7, Series 63, Bonds, Trading, Fixed Income, Series 24, Bloomberg, Securities, Electronic Trading, Capital Markets, Options, Equities, FINRA, Trading Systems, Hedge Funds, Structured Products, Derivatives, Financial Markets, Portfolio Management, Proprietary Trading, Asset Allocation, High Yield, Asset Management, Equity Trading, Investment Banking, Private Equity, Investment Strategies, Investments, Emerging Markets, CDS, Alternative Investments, Mutual Funds, Bloomberg Terminal, Credit
Education
Baruch College, City University of New York (CUNY)
Curtis Reed's Hapoalim Securities USA Experience March 2009 - Present
Job Sr VP at Hapoalim Securities USA
Industry Financial Services
Experience
Hapoalim Securities USA March 2009 - Present
Sterne Agee May 2006 - November 2007
Belle Haven Investments December 2001 - June 2005
Lehman Brothers February 1998 - December 2001
Skills
Sales and Presentation...
Education
Dartmouth College 1979 — 1982
BA, Economics
Hapoalim Securities USA March 2009 - Present
Sterne Agee May 2006 - November 2007
Belle Haven Investments December 2001 - June 2005
Lehman Brothers February 1998 - December 2001
Skills
Sales and Presentation...
Education
Dartmouth College 1979 — 1982
BA, Economics
Eddie Collins's Hapoalim Securities USA Experience September 2011 - Present
Job senior vice president at HAPAOLIM SECURITIES
Industry Financial Services
Experience
Hapoalim Securities USA September 2011 - Present
Oppenheimer & Co. Inc. July 1997 - August 2011
JJ KENNY & CO May 1991 - July 1997
Harry Downs June 1987 - March 1988
Prudential Bache Securities July 1981 - June 1987
Skills
Bloomberg, Investments, Hedge Funds, Strategic Planning, Capital Markets, Fixed Income, Financial Analysis, Portfolio Management, Management, Finance, Series 7, Alternative Investments, Mergers & Acquisitions, Securities, Series 63, Trading, Equities, Bonds
Education
Le Moyne College 1977 — 1981
BS, Business
Hapoalim Securities USA September 2011 - Present
Oppenheimer & Co. Inc. July 1997 - August 2011
JJ KENNY & CO May 1991 - July 1997
Harry Downs June 1987 - March 1988
Prudential Bache Securities July 1981 - June 1987
Skills
Bloomberg, Investments, Hedge Funds, Strategic Planning, Capital Markets, Fixed Income, Financial Analysis, Portfolio Management, Management, Finance, Series 7, Alternative Investments, Mergers & Acquisitions, Securities, Series 63, Trading, Equities, Bonds
Education
Le Moyne College 1977 — 1981
BS, Business
J. Jay Li's Hapoalim Securities USA Experience 2008 - 2010
Job Equity / Interest Rate Derivatives at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners 2000 - 2004
Skills
Derivatives, Interest Rate..., Credit Derivatives, Equity Derivatives, FX Derivatives, Commodity Derivatives, CVA Pricing, Hedging, Risk Management, Equities, Fixed Income, Financial Risk
Education
University of California, Santa Barbara 1989 — 1992
Ph D, Applied Math & Engineering
Florida Atlantic University
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners 2000 - 2004
Skills
Derivatives, Interest Rate..., Credit Derivatives, Equity Derivatives, FX Derivatives, Commodity Derivatives, CVA Pricing, Hedging, Risk Management, Equities, Fixed Income, Financial Risk
Education
University of California, Santa Barbara 1989 — 1992
Ph D, Applied Math & Engineering
Florida Atlantic University
Mark Schappel's Hapoalim Securities USA Experience June 2006 - January 2007
Job Director at The Benchmark Company
Industry Financial Services
Experience
The Benchmark Company 2007 - Present
Hapoalim Securities USA June 2006 - January 2007
KeyBanc Capital Markets 2000 - 2006
BearingPoint 1997 - 2000
BOC Gases 1992 - 1997
Skills
Equity Research, Equities, Investment Banking, Bloomberg, Capital Markets, Enterprise Software, Chemical Engineering, Chemical Industry, Software Industry, Series 7, Series 63, Valuation, Hedge Funds, Financial Modeling
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Finance
Geneva College 1983 — 1987
BS, Chemical Engineering
The Benchmark Company 2007 - Present
Hapoalim Securities USA June 2006 - January 2007
KeyBanc Capital Markets 2000 - 2006
BearingPoint 1997 - 2000
BOC Gases 1992 - 1997
Skills
Equity Research, Equities, Investment Banking, Bloomberg, Capital Markets, Enterprise Software, Chemical Engineering, Chemical Industry, Software Industry, Series 7, Series 63, Valuation, Hedge Funds, Financial Modeling
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Finance
Geneva College 1983 — 1987
BS, Chemical Engineering
Bill Cassese's Hapoalim Securities USA Experience May 2012 - Present
Job Fixed Income at Hapoalim Securities USA
Industry Financial Services
Experience
Hapoalim Securities USA May 2012 - Present
WSA Fixed Income LLC July 2006 - May 2012
Miller Tabak Roberts Securities, LLC May 2005 - June 2006
Advest, Inc. November 2002 - May 2005
Prudential Securities 1997 - 2002
Skills
Fixed Income, MarketAxess, Bloomberg, Settlement, Euroclear, Fedwire, DTC, US Treasuries, Eurobonds, Institutional Accounts, Back Office, Electronic Trading, Trading, Series 63, Securities, MBS, Investments, Bloomberg Terminal, Middle Office, Series 7, Bonds, Trading Systems, Capital Markets
Education
Manhattan College 1992 — 1996
Bachelor's degree, Finance, General
Fordham Preparatory School 1988 — 1992
Hapoalim Securities USA May 2012 - Present
WSA Fixed Income LLC July 2006 - May 2012
Miller Tabak Roberts Securities, LLC May 2005 - June 2006
Advest, Inc. November 2002 - May 2005
Prudential Securities 1997 - 2002
Skills
Fixed Income, MarketAxess, Bloomberg, Settlement, Euroclear, Fedwire, DTC, US Treasuries, Eurobonds, Institutional Accounts, Back Office, Electronic Trading, Trading, Series 63, Securities, MBS, Investments, Bloomberg Terminal, Middle Office, Series 7, Bonds, Trading Systems, Capital Markets
Education
Manhattan College 1992 — 1996
Bachelor's degree, Finance, General
Fordham Preparatory School 1988 — 1992
Nikolas De Sena's Hapoalim Securities USA Experience October 2010 - August 2011
Job President at U.S. Dynamics Corporation
Industry Defense & Space
Experience
U.S. Dynamics Corporation November 2014 - Present
U.S. Dynamics Corporation March 2014 - November 2014
U.S. Dynamics Corporation November 2012 - March 2014
Pan Am Equities April 2012 - November 2012
FBR Capital Markets July 2011 - November 2011
Hapoalim Securities USA October 2010 - August 2011
Baruch College, Zicklin School of Business August 2008 - June 2010
Zicklin Graduate Finance and Investment Club September 2008 - April 2010
Amalgamated Bank June 2009 - August 2009
Bondcorp Mortgage Company August 2007 - August 2008
Skills
Credit Risk, Fixed Income, Capital Markets, Investments, Loans, Portfolio Management, Credit, Start-ups, Business Strategy, Equity Research, New Business Development, Financial Modeling, Bloomberg Terminal, Strategy, Entrepreneurship, Relationship Management, Business Planning, Management Consulting, Management, Analytics, Venture Capital, Recruiting, Securities, Analysis, Executive Management, Mortgage Lending, Financial Services, Leadership, Competitive Analysis, Trading, Economics, Marketing Strategy, Sales, Alternative Investments, Underwriting, Structured Finance, Equity Derivatives, Options, Financial Risk, Strategic Financial..., Banking, Derivatives, Marketing, Series 7, Financial Markets, Mutual Funds, Financial Advisory, Financial Structuring
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
Honors MBA, Finance & Investments
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
BS, Management; HR concentration
U.S. Dynamics Corporation November 2014 - Present
U.S. Dynamics Corporation March 2014 - November 2014
U.S. Dynamics Corporation November 2012 - March 2014
Pan Am Equities April 2012 - November 2012
FBR Capital Markets July 2011 - November 2011
Hapoalim Securities USA October 2010 - August 2011
Baruch College, Zicklin School of Business August 2008 - June 2010
Zicklin Graduate Finance and Investment Club September 2008 - April 2010
Amalgamated Bank June 2009 - August 2009
Bondcorp Mortgage Company August 2007 - August 2008
Skills
Credit Risk, Fixed Income, Capital Markets, Investments, Loans, Portfolio Management, Credit, Start-ups, Business Strategy, Equity Research, New Business Development, Financial Modeling, Bloomberg Terminal, Strategy, Entrepreneurship, Relationship Management, Business Planning, Management Consulting, Management, Analytics, Venture Capital, Recruiting, Securities, Analysis, Executive Management, Mortgage Lending, Financial Services, Leadership, Competitive Analysis, Trading, Economics, Marketing Strategy, Sales, Alternative Investments, Underwriting, Structured Finance, Equity Derivatives, Options, Financial Risk, Strategic Financial..., Banking, Derivatives, Marketing, Series 7, Financial Markets, Mutual Funds, Financial Advisory, Financial Structuring
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
Honors MBA, Finance & Investments
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
BS, Management; HR concentration
Anthony J. Anderson, Ph.D.'s Hapoalim Securities USA Experience April 2003 - May 2007
Job Assistant Professor, Department of Accounting, Howard University
Industry Accounting
Experience
Rutgers Business School June 2009 - May 2013
Hapoalim Securities USA April 2003 - May 2007
Millennium Capital March 2000 - February 2003
Skills
Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, R, Microsoft Excel, SAS programming, Access, Analysis, Financial Modeling, Finance, Research, Data Analysis, Public Speaking, Teaching, Nonprofits, Higher Education
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2013
Doctor of Philosophy (Ph.D.), Accounting and Finance
Kellogg School of Management 1979 — 1981
Master of Business Administration (M.B.A.), Accounting and Finance
Dartmouth College 1975 — 1978
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Detroit Jesuit Academy 1971 — 1975
High School Diploma
Rutgers Business School June 2009 - May 2013
Hapoalim Securities USA April 2003 - May 2007
Millennium Capital March 2000 - February 2003
Skills
Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, R, Microsoft Excel, SAS programming, Access, Analysis, Financial Modeling, Finance, Research, Data Analysis, Public Speaking, Teaching, Nonprofits, Higher Education
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2013
Doctor of Philosophy (Ph.D.), Accounting and Finance
Kellogg School of Management 1979 — 1981
Master of Business Administration (M.B.A.), Accounting and Finance
Dartmouth College 1975 — 1978
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Detroit Jesuit Academy 1971 — 1975
High School Diploma
J. Jay Li's Hapoalim Securities USA Experience 2008 - 2010
Job Equity Derivatives / Interest Rate Derivatives
Industry Investment Banking
Experience
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities USA 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners LLC 2000 - 2004
Skills
Derivatives, Equity Derivatives, Interest Rate..., Credit Derivatives, Investment Banking, CVA, Hedging
Education
University of California, Santa Barbara 1989 — 1992
PhD, Applied Math and Engineering
Florida Atlantic University
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities USA 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners LLC 2000 - 2004
Skills
Derivatives, Equity Derivatives, Interest Rate..., Credit Derivatives, Investment Banking, CVA, Hedging
Education
University of California, Santa Barbara 1989 — 1992
PhD, Applied Math and Engineering
Florida Atlantic University
Howard Gluckman, CPA, CGMA, CAMS's Hapoalim Securities USA Experience 2008 - 2012
Job President at HTX Integrated Consultants Inc.
Industry Accounting
Experience
HTX Integrated Consultants Inc. January 2014 - Present
Prager Metis CPAs, LLC October 2008 - Present
Northern NJ ACAMS 2013 - 2015
Northern NJ ACAMS 2013 - 2015
Hapoalim Securities USA 2008 - 2012
Bank Hapoalim 1980 - 2012
New York State Society of CPAs June 2006 - June 2008
Haft & Gluckman CPAs LLC 1980 - 2008
Skills
Banking, CPA, Internal Controls, SEC filings, Auditing, US GAAP, Sarbanes-Oxley Act, GAAP, Accounting, Corporate Tax, Forensic Accounting, Financial Analysis, Due Diligence, Income Tax, Financial Reporting, Tax, Financial Accounting, Tax Research, Financial Audits, Tax Advisory, Management, Anti Money Laundering...
Education
New York University
MBA, Finance
University of Michigan
BBA, Accounting
HTX Integrated Consultants Inc. January 2014 - Present
Prager Metis CPAs, LLC October 2008 - Present
Northern NJ ACAMS 2013 - 2015
Northern NJ ACAMS 2013 - 2015
Hapoalim Securities USA 2008 - 2012
Bank Hapoalim 1980 - 2012
New York State Society of CPAs June 2006 - June 2008
Haft & Gluckman CPAs LLC 1980 - 2008
Skills
Banking, CPA, Internal Controls, SEC filings, Auditing, US GAAP, Sarbanes-Oxley Act, GAAP, Accounting, Corporate Tax, Forensic Accounting, Financial Analysis, Due Diligence, Income Tax, Financial Reporting, Tax, Financial Accounting, Tax Research, Financial Audits, Tax Advisory, Management, Anti Money Laundering...
Education
New York University
MBA, Finance
University of Michigan
BBA, Accounting
Billy Cantelli's Hapoalim Securities USA Experience SalesPrager SealyJune 2006 - May 2012
Job Tax Exempt Sales Manager
Industry Financial Services
Experience
Hapoalim Securities USA SalesPrager SealyJune 2006 - May 2012
Education
The Johns Hopkins University
Hapoalim Securities USA SalesPrager SealyJune 2006 - May 2012
Education
The Johns Hopkins University
Esther Gorodezky's Hapoalim Securities USA Experience January 2010 - September 2011
Job Controller at GZ Brokers
Industry Banking
Experience
GZ Brokers April 2012 - Present
Hapoalim Securities USA January 2010 - September 2011
Hapoalim Securities January 2010 - July 2011
Banc of America Securities July 2007 - July 2009
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Private Equity, Capital Markets, Equities, Investments, Fixed Income, Derivatives, Alternative Investments, Bonds, Asset Management, Asset Allocation
Education
Columbia University in the City of New York 1996 — 2000
B.S., Astrophysics
GZ Brokers April 2012 - Present
Hapoalim Securities USA January 2010 - September 2011
Hapoalim Securities January 2010 - July 2011
Banc of America Securities July 2007 - July 2009
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Private Equity, Capital Markets, Equities, Investments, Fixed Income, Derivatives, Alternative Investments, Bonds, Asset Management, Asset Allocation
Education
Columbia University in the City of New York 1996 — 2000
B.S., Astrophysics
Dennis Loudon's Hapoalim Securities USA Experience September 2006 - Present
Job Chief Executive OfficerHapoalim Securities, USA
Industry Financial Services
Experience
Hapoalim Securities, USA September 2006 - Present
Skills
Capital Markets
Education
William Paterson University of New Jersey
Bachelor of Arts (B.A.), Business Administration and Management, General
Manhattan College
Master of Business Administration (M.B.A.), Finance, General
Hapoalim Securities, USA September 2006 - Present
Skills
Capital Markets
Education
William Paterson University of New Jersey
Bachelor of Arts (B.A.), Business Administration and Management, General
Manhattan College
Master of Business Administration (M.B.A.), Finance, General
Matt Bischoff's Hapoalim Securities USA Experience August 2011 - Present
Job Municipal Bond Desk at Hapoalim Securities USA
Industry Financial Services
Experience
Hapoalim Securities USA August 2011 - Present
Holy Name Medical Center June 2010 - August 2010
Holy Name Medical Center 2006 - 2010
Hapoalim Securities USA June 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Financial Services, Fixed Income, Financial Modeling, Series 7, Capital Markets, Valuation, Investments, Securities
Education
James Madison University 2007 — 2011
B.A., Finance
Hapoalim Securities USA August 2011 - Present
Holy Name Medical Center June 2010 - August 2010
Holy Name Medical Center 2006 - 2010
Hapoalim Securities USA June 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Financial Services, Fixed Income, Financial Modeling, Series 7, Capital Markets, Valuation, Investments, Securities
Education
James Madison University 2007 — 2011
B.A., Finance
Ana M. Diaz, CFA's Hapoalim Securities USA Experience May 2013 - Present
Job Controller, Senior Vice President at Hapoalim Securities USA
Industry Financial Services
Experience
Hapoalim Securities USA May 2013 - Present
Hapoalim Securities USA September 2011 - April 2013
Hapoalim Securities August 2005 - August 2011
SciMedMedia February 2005 - July 2005
Independent Consultant August 2002 - January 2005
Corsair Studio June 2001 - August 2002
Blue Hypermedia January 2000 - May 2001
Deloitte July 1998 - December 1999
Skills
Series 7, JDE Enterprise One, Programming, Microsoft SQL Server, VBScript, Series 27 - Financial..., MS Access, MS Office, MS Excel, US GAAP
Education
The Wharton School, University of Pennsylvania 1994 — 1998
Bachelor's of Science in Economics, Information Technology
Hapoalim Securities USA May 2013 - Present
Hapoalim Securities USA September 2011 - April 2013
Hapoalim Securities August 2005 - August 2011
SciMedMedia February 2005 - July 2005
Independent Consultant August 2002 - January 2005
Corsair Studio June 2001 - August 2002
Blue Hypermedia January 2000 - May 2001
Deloitte July 1998 - December 1999
Skills
Series 7, JDE Enterprise One, Programming, Microsoft SQL Server, VBScript, Series 27 - Financial..., MS Access, MS Office, MS Excel, US GAAP
Education
The Wharton School, University of Pennsylvania 1994 — 1998
Bachelor's of Science in Economics, Information Technology
Konstantin (Kosio) Keresteliev's Hapoalim Securities USA Experience August 2011 - January 2013
Job Emerging Markets Fixed Income Sales at Banca IMI
Industry Capital Markets
Experience
Banca IMI August 2014 - Present
Hapoalim Securities USA August 2011 - January 2013
Morgan Stanley May 2006 - August 2011
Morgan Stanley March 2004 - May 2006
Wachovia Securities Financial Network July 2003 - March 2004
Prudential Financial May 2001 - July 2003
Skills
Fixed Income, Capital Markets, Emerging Markets, Bloomberg, Hedge Funds, Financial Markets, Financial Analysis, Alternative Investments, Private Equity, Microsoft Office, Negotiation, Management, Portfolio Management, Options, Risk Management, Trading, Derivatives, Credit Derivatives, Securities, Equity Derivatives, Electronic Trading, Investments, Bonds, Structured Products, FX Options, Interest Rate..., Trading Systems, Swaps, High Yield, Currency, Foreign Exchange, Proprietary Trading, Wealth Management, Series 7, FX trading, Bloomberg Terminal, Hedging, Selling, Sales, Rates
Education
Juniata College 1997 — 2001
Bachelor of Arts (BA), International Business, French and Marketing
IESEG Institut d'Economie scientifique et de Gestion 1999 — 2000
Banca IMI August 2014 - Present
Hapoalim Securities USA August 2011 - January 2013
Morgan Stanley May 2006 - August 2011
Morgan Stanley March 2004 - May 2006
Wachovia Securities Financial Network July 2003 - March 2004
Prudential Financial May 2001 - July 2003
Skills
Fixed Income, Capital Markets, Emerging Markets, Bloomberg, Hedge Funds, Financial Markets, Financial Analysis, Alternative Investments, Private Equity, Microsoft Office, Negotiation, Management, Portfolio Management, Options, Risk Management, Trading, Derivatives, Credit Derivatives, Securities, Equity Derivatives, Electronic Trading, Investments, Bonds, Structured Products, FX Options, Interest Rate..., Trading Systems, Swaps, High Yield, Currency, Foreign Exchange, Proprietary Trading, Wealth Management, Series 7, FX trading, Bloomberg Terminal, Hedging, Selling, Sales, Rates
Education
Juniata College 1997 — 2001
Bachelor of Arts (BA), International Business, French and Marketing
IESEG Institut d'Economie scientifique et de Gestion 1999 — 2000
Luis Gordillo's Hapoalim Securities USA Experience May 2014 - Present
Job Institutional Sales and Trading
Industry Investment Banking
Experience
Hapoalim Securities USA May 2014 - Present
Invex February 2013 - April 2014
Credicorp Securities, Inc. July 2008 - February 2013
Credibolsa S.A.B February 2005 - June 2008
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Derivatives, Emerging Markets, Valuation, Money Market, Options, Investment Banking, Series 4, Series 63, Financial Markets, Trading, Financial Analysis
Education
Manchester Business School 2012 — 2015
MBA
Universidad de Lima
Bachelor's degree, Economics
Hapoalim Securities USA May 2014 - Present
Invex February 2013 - April 2014
Credicorp Securities, Inc. July 2008 - February 2013
Credibolsa S.A.B February 2005 - June 2008
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Derivatives, Emerging Markets, Valuation, Money Market, Options, Investment Banking, Series 4, Series 63, Financial Markets, Trading, Financial Analysis
Education
Manchester Business School 2012 — 2015
MBA
Universidad de Lima
Bachelor's degree, Economics
Jeffrey Laikind's Hapoalim Securities USA Experience 2007 - Present
Job Corporate Director at Darien Rowayton Bank
Industry Financial Services
Experience
Self-employed Corporate DirectorDarien Rowayton Bank2010 - Present
Hapoalim Securities USA 2007 - Present
American Progressive Insurance 1987 - Present
RiverSource 2003 - 2010
Richemont 1987 - 1997
Hanover Direct 1987 - 1997
Harken Energy 1983 - 1993
Skills
Private Equity, Portfolio Management, Financial Modeling, Investments, Corporate Law, Mergers & Acquisitions, Capital Markets, Corporate Finance, Finance, Hedge Funds
Education
Cornell University 1953 — 1957
Bachelor's degree
Choate Rosemary Hall 1948 — 1953
Diploma
Self-employed Corporate DirectorDarien Rowayton Bank2010 - Present
Hapoalim Securities USA 2007 - Present
American Progressive Insurance 1987 - Present
RiverSource 2003 - 2010
Richemont 1987 - 1997
Hanover Direct 1987 - 1997
Harken Energy 1983 - 1993
Skills
Private Equity, Portfolio Management, Financial Modeling, Investments, Corporate Law, Mergers & Acquisitions, Capital Markets, Corporate Finance, Finance, Hedge Funds
Education
Cornell University 1953 — 1957
Bachelor's degree
Choate Rosemary Hall 1948 — 1953
Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY