Heartland Securities
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Heartland Securities Employees
Employee
Years
Job
Industry
David Adelson David Adelson's Heartland Securities Experience September 1998 - April 2005
Job Finance Business Partner at Autodesk
Industry Computer Software
Experience
Autodesk January 2015 - Present
Gap Inc./Old Navy September 2013 - December 2014
Limited Brands, Bath & Body Works May 2011 - August 2013
Limited Brands, Bath and Body Works June 2010 - August 2010
Michael M Krop High & University School September 2005 - May 2009
Heartland Securities September 1998 - April 2005
Skills
Finance, Forecasting, Retail, Financial Modeling, Financial Analysis, Microsoft Office, Access, Competitive Analysis, Analytics, Corporate Finance, Cross-functional Team..., Business Strategy, MSI, SAP, Essbase
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Princeton University 1995 — 1998
AB, Economics
Autodesk January 2015 - Present
Gap Inc./Old Navy September 2013 - December 2014
Limited Brands, Bath & Body Works May 2011 - August 2013
Limited Brands, Bath and Body Works June 2010 - August 2010
Michael M Krop High & University School September 2005 - May 2009
Heartland Securities September 1998 - April 2005
Skills
Finance, Forecasting, Retail, Financial Modeling, Financial Analysis, Microsoft Office, Access, Competitive Analysis, Analytics, Corporate Finance, Cross-functional Team..., Business Strategy, MSI, SAP, Essbase
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Princeton University 1995 — 1998
AB, Economics
Hin-King Tai Hin-King Tai's Heartland Securities Experience 1999 - 2002
Job Fixed Income at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital March 2015 - Present
Silar Advisors 2007 - 2014
Gottex Fund Management 2004 - 2007
Heartland Securities 1999 - 2002
Verizon 1995 - 1999
Skills
Business Analysis, Hedge Funds, Portfolio Management, Equities, Derivatives, Financial Modeling, Financial Structuring, Credit, Investments
Education
London Business School 2002 — 2003
Master of Science (MSc), Finance
Rensselaer Polytechnic Institute 1990 — 1994
Bachelor of Science (BS), Mechanical Engineering
Stuyvesant
Magnetar Capital March 2015 - Present
Silar Advisors 2007 - 2014
Gottex Fund Management 2004 - 2007
Heartland Securities 1999 - 2002
Verizon 1995 - 1999
Skills
Business Analysis, Hedge Funds, Portfolio Management, Equities, Derivatives, Financial Modeling, Financial Structuring, Credit, Investments
Education
London Business School 2002 — 2003
Master of Science (MSc), Finance
Rensselaer Polytechnic Institute 1990 — 1994
Bachelor of Science (BS), Mechanical Engineering
Stuyvesant
Jay Bailyn Jay Bailyn's Heartland Securities Experience February 2001 - April 2002
Job
Industry Real Estate
Experience
PMA Sales Group, Inc., Licensed Real Estate Broker May 2012 - Present
Bennett Craig LLC August 2004 - Present
Kenco Communities, Inc. February 2008 - May 2010
Toll Brothers March 2002 - August 2004
Heartland Securities February 2001 - April 2002
Skills
Real Estate, Fundraising, Entrepreneurship, Networking, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate License, Equity Trading, Land Acquisition, Feasibility Studies, Townhomes, Investment Properties, Contract Negotiation, Location Intelligence, Luxury, Entitlements, Residential Homes, Real Estate Economics, Apartments, Disposition, Dispositions
Education
Cornell University - College of Arts and Sciences 1998 — 2001
BA
Massachusetts Institute of Technology 1996 — 1998
Pine Crest School 1983 — 1996
High School
PMA Sales Group, Inc., Licensed Real Estate Broker May 2012 - Present
Bennett Craig LLC August 2004 - Present
Kenco Communities, Inc. February 2008 - May 2010
Toll Brothers March 2002 - August 2004
Heartland Securities February 2001 - April 2002
Skills
Real Estate, Fundraising, Entrepreneurship, Networking, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate License, Equity Trading, Land Acquisition, Feasibility Studies, Townhomes, Investment Properties, Contract Negotiation, Location Intelligence, Luxury, Entitlements, Residential Homes, Real Estate Economics, Apartments, Disposition, Dispositions
Education
Cornell University - College of Arts and Sciences 1998 — 2001
BA
Massachusetts Institute of Technology 1996 — 1998
Pine Crest School 1983 — 1996
High School
Jay T. Crosby Jay T. Crosby's Heartland Securities Experience July 2000 - June 2003
Job Insurance Producer for Emmanuel Insurance
Industry Financial Services
Experience
Emmanuel Insurance July 2010 - Present
J&J Strategic Trading LLC June 2006 - April 2014
Corestates Capital Advisors August 2011 - November 2011
Taylor Consulting and Contracting June 2010 - June 2011
Heartland Securities July 2000 - June 2003
Skills
Investments, Wealth Management, Trading, Wealth, Insurance, Equities, Portfolio Management, Securities, Financial Markets, Strategy, Financial Risk
Education
Lehigh University 1996 — 2000
B.S., in Business and Economics, Finance
Emmanuel Insurance July 2010 - Present
J&J Strategic Trading LLC June 2006 - April 2014
Corestates Capital Advisors August 2011 - November 2011
Taylor Consulting and Contracting June 2010 - June 2011
Heartland Securities July 2000 - June 2003
Skills
Investments, Wealth Management, Trading, Wealth, Insurance, Equities, Portfolio Management, Securities, Financial Markets, Strategy, Financial Risk
Education
Lehigh University 1996 — 2000
B.S., in Business and Economics, Finance
Noah Roffman Noah Roffman's Heartland Securities Experience June 2001 - December 2005
Job Director at Mass Technology Leadership Council
Industry Market Research
Experience
Mass Technology Leadership Council February 2015 - Present
Startup Institute October 2014 - December 2014
Guardian Healthcare Co. April 2013 - February 2014
Want'ems, LLC July 2009 - July 2012
Equity Trader December 2005 - July 2009
Congregation Kehillath Israel June 2006 - June 2009
Heartland Securities June 2001 - December 2005
Datek June 1996 - June 2002
Skills
Brand Developement, Financial Analysis, Strategic Planning, Business Relationship..., Project Management, Marketing, Product Development, Operations Coordination, Entrepreneurship, Team Building, Consumer Products, Concept Development, Trading, Technology, Product Management..., Salesforce.com, Sales, Product Marketing, Taking New Products to...
Education
University of Pennsylvania 1993 — 1996
BA, Asian and Middle Eastern Studies
Startup Institute
Startup Institute
Mass Technology Leadership Council February 2015 - Present
Startup Institute October 2014 - December 2014
Guardian Healthcare Co. April 2013 - February 2014
Want'ems, LLC July 2009 - July 2012
Equity Trader December 2005 - July 2009
Congregation Kehillath Israel June 2006 - June 2009
Heartland Securities June 2001 - December 2005
Datek June 1996 - June 2002
Skills
Brand Developement, Financial Analysis, Strategic Planning, Business Relationship..., Project Management, Marketing, Product Development, Operations Coordination, Entrepreneurship, Team Building, Consumer Products, Concept Development, Trading, Technology, Product Management..., Salesforce.com, Sales, Product Marketing, Taking New Products to...
Education
University of Pennsylvania 1993 — 1996
BA, Asian and Middle Eastern Studies
Startup Institute
Startup Institute
Glen Friedman Glen Friedman's Heartland Securities Experience June 1997 - September 2005
Job Entrepreneur helping businesses grow sales & reduce costs
Industry Retail
Experience
Gotham Insider February 2014 - Present
Cartridge World December 2005 - Present
Gray Matter Conventions Inc. April 1994 - December 2011
Heartland Securities June 1997 - September 2005
Neutral Ground April 1995 - February 2002
Jim Hanley's Universe Ltd. June 1987 - March 1995
Education
Binghamton University - School of Management 1987 — 1991
BS, Management / Finance
Gotham Insider February 2014 - Present
Cartridge World December 2005 - Present
Gray Matter Conventions Inc. April 1994 - December 2011
Heartland Securities June 1997 - September 2005
Neutral Ground April 1995 - February 2002
Jim Hanley's Universe Ltd. June 1987 - March 1995
Education
Binghamton University - School of Management 1987 — 1991
BS, Management / Finance
Jeff Kirstein Jeff Kirstein's Heartland Securities Experience 2000 - 2003
Job COO at Financial Recovery Technologies
Industry Financial Services
Experience
Financial Recovery Technologies July 2014 - Present
Financial Recovery Technologies 2009 - July 2014
Flagg Street Capital 2005 - 2008
Sage Financial Group 2003 - 2004
Heartland Securities 2000 - 2003
Skills
Equities, Mutual Funds, Portfolio Management, Investments, Financial Markets, Strategy, Derivatives, Finance, Securities, Hedge Funds, Analysis, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS in Economics, Accounting and Finance
Longmeadow High School 1992 — 1996
Financial Recovery Technologies July 2014 - Present
Financial Recovery Technologies 2009 - July 2014
Flagg Street Capital 2005 - 2008
Sage Financial Group 2003 - 2004
Heartland Securities 2000 - 2003
Skills
Equities, Mutual Funds, Portfolio Management, Investments, Financial Markets, Strategy, Derivatives, Finance, Securities, Hedge Funds, Analysis, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS in Economics, Accounting and Finance
Longmeadow High School 1992 — 1996
Todd Sherman Todd Sherman's Heartland Securities Experience September 1999 - January 2003
Job CEO at Surface Solutions
Industry Chemicals
Experience
Surface Solutions January 2011 - Present
InvisaTread June 2009 - Present
Xanthus Capital Management November 2007 - June 2009
Schonfeld Securities January 2003 - November 2007
Heartland Securities September 1999 - January 2003
Skills
Marketing Strategy, Sales Management, Chemical Industry, Graffiti Removal, Slip & Fall, Porcelain, Surface Treatment, Options Strategies, Equity Trading, Concrete, Coatings, Pricing, LEED, Contract Negotiation, Restoration, Sales, Team Building, Negotiation, Construction, Customer Service, New Business Development, Strategic Planning, Operations Management, Product Development, Budgets, Management
Education
University of Arizona 1994 — 1997
Bachelor of Arts (BA), Classics
Byram Hills High School 1990 — 1994
Surface Solutions January 2011 - Present
InvisaTread June 2009 - Present
Xanthus Capital Management November 2007 - June 2009
Schonfeld Securities January 2003 - November 2007
Heartland Securities September 1999 - January 2003
Skills
Marketing Strategy, Sales Management, Chemical Industry, Graffiti Removal, Slip & Fall, Porcelain, Surface Treatment, Options Strategies, Equity Trading, Concrete, Coatings, Pricing, LEED, Contract Negotiation, Restoration, Sales, Team Building, Negotiation, Construction, Customer Service, New Business Development, Strategic Planning, Operations Management, Product Development, Budgets, Management
Education
University of Arizona 1994 — 1997
Bachelor of Arts (BA), Classics
Byram Hills High School 1990 — 1994
Joseph Prudente (yahoo) Joseph Prudente (yahoo)'s Heartland Securities Experience January 2002 - February 2003
Job Equity Trader
Industry Investment Management
Experience
Chimera Securities October 2010 - Present
Joseph Prudente Asset Management February 2003 - October 2010
Heartland Securities January 2002 - February 2003
W.S. Griffith Securities June 1999 - January 2002
Skills
Series 56, Equity Trading, Options Trading, Asset Management, Equities, Investments, Proprietary Trading, Financial Planning, Technical Analysis, Bloomberg, Series 7, Options, Securities, Trading, Hedge Funds, Capital Markets, Financial Markets, Derivatives, Electronic Trading, Financial Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1995 — 1999
BBS, Finance
Chimera Securities October 2010 - Present
Joseph Prudente Asset Management February 2003 - October 2010
Heartland Securities January 2002 - February 2003
W.S. Griffith Securities June 1999 - January 2002
Skills
Series 56, Equity Trading, Options Trading, Asset Management, Equities, Investments, Proprietary Trading, Financial Planning, Technical Analysis, Bloomberg, Series 7, Options, Securities, Trading, Hedge Funds, Capital Markets, Financial Markets, Derivatives, Electronic Trading, Financial Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1995 — 1999
BBS, Finance
Joseph Charmella Joseph Charmella's Heartland Securities Experience December 2012 - May 2013
Job Web Developer at Heartland Securities
Industry Telecommunications
Experience
BMA August 2013 - May 2014
Heartland Securities December 2012 - May 2013
Liquid Logics April 2012 - October 2012
Centriq Training August 2011 - July 2012
CenturyLink April 1997 - February 2011
Lee Information Systems March 1996 - April 1997
Skills
COBOL, JCL, CICS, ASP.NET, HTML, DB2, Java, ADO.NET, CSS, AJAX, LINQ, XHTML, IDEAL, JavaScript, C#, VSAM, SQL Server, jQuery, PHP, TSO, Fileaid, MySQL, .NET, SQL, MVS, Visual Studio, Easytrieve, Mainframe, SPUFI, IBM Mainframe, IMS DB/DC, Programming, Application Development, DB2/SQL, Web Development, ASP, Microsoft SQL Server, Software Development, Software Project..., Testing, Database Design, Visio, SDLC, Web Applications, MS Project, Unix, ISPF, Systems Analysis, Windows 7, Requirements Analysis
Education
Centriq 2011 — 2011
MCTS, Microsoft
DeVry Institute of Technology 1987 — 1990
B.S. degree, Computer Information Systems
BMA August 2013 - May 2014
Heartland Securities December 2012 - May 2013
Liquid Logics April 2012 - October 2012
Centriq Training August 2011 - July 2012
CenturyLink April 1997 - February 2011
Lee Information Systems March 1996 - April 1997
Skills
COBOL, JCL, CICS, ASP.NET, HTML, DB2, Java, ADO.NET, CSS, AJAX, LINQ, XHTML, IDEAL, JavaScript, C#, VSAM, SQL Server, jQuery, PHP, TSO, Fileaid, MySQL, .NET, SQL, MVS, Visual Studio, Easytrieve, Mainframe, SPUFI, IBM Mainframe, IMS DB/DC, Programming, Application Development, DB2/SQL, Web Development, ASP, Microsoft SQL Server, Software Development, Software Project..., Testing, Database Design, Visio, SDLC, Web Applications, MS Project, Unix, ISPF, Systems Analysis, Windows 7, Requirements Analysis
Education
Centriq 2011 — 2011
MCTS, Microsoft
DeVry Institute of Technology 1987 — 1990
B.S. degree, Computer Information Systems
rifino valentine rifino valentine's Heartland Securities Experience September 1996 - September 2002
Job President & Founder of Valentine Distilling Co.
Industry Wine and Spirits
Experience
Valentine Distilling Co. LLC June 2005 - Present
Vortec Trading September 2002 - March 2005
Heartland Securities September 1996 - September 2002
Education
Cornell University 1989 — 1993
BA, Economics
University of Torino
Valentine Distilling Co. LLC June 2005 - Present
Vortec Trading September 2002 - March 2005
Heartland Securities September 1996 - September 2002
Education
Cornell University 1989 — 1993
BA, Economics
University of Torino
Greg Foote Greg Foote's Heartland Securities Experience April 2000 - August 2001
Job Datacenter Cloud Engineer at VMware
Industry Information Technology and Services
Experience
VMware February 2014 - Present
Richard Stockton College of NJ February 2009 - February 2014
Independent Consultant April 2000 - January 2014
City of Ocean City November 2003 - January 2009
Netcivics September 2001 - June 2003
Heartland Securities April 2000 - August 2001
Skills
Datacenter, Cloud, VMware, Networking, Troubleshooting, Technical Support, Computer Hardware, Servers, Firewalls, Active Directory, Windows 7, IT Management, Cisco Technologies, System Administration, Windows, Windows Server, Mac OS X, Group Policy, Network Security, Computer Science, Computer Repair, Microsoft Office, Network+, Microsoft Technologies, A+, Information Technology, Help Desk Support, Linux, Routers, Switches, CCNA, MCSE, Data Center, Cloud Computing
Education
Richard Stockton College of New Jersey 2010 — 2014
Bachelor's degree, Sociology
The Chubb Institute 1999 — 2000
Diploma, Network Engineering and Data Communications
Ocean County College 1996 — 1999
Associate of Arts (AA), History
Norfolk Technical Vocational Center 1992 — 1993
Diploma, Computer Applications
VMware February 2014 - Present
Richard Stockton College of NJ February 2009 - February 2014
Independent Consultant April 2000 - January 2014
City of Ocean City November 2003 - January 2009
Netcivics September 2001 - June 2003
Heartland Securities April 2000 - August 2001
Skills
Datacenter, Cloud, VMware, Networking, Troubleshooting, Technical Support, Computer Hardware, Servers, Firewalls, Active Directory, Windows 7, IT Management, Cisco Technologies, System Administration, Windows, Windows Server, Mac OS X, Group Policy, Network Security, Computer Science, Computer Repair, Microsoft Office, Network+, Microsoft Technologies, A+, Information Technology, Help Desk Support, Linux, Routers, Switches, CCNA, MCSE, Data Center, Cloud Computing
Education
Richard Stockton College of New Jersey 2010 — 2014
Bachelor's degree, Sociology
The Chubb Institute 1999 — 2000
Diploma, Network Engineering and Data Communications
Ocean County College 1996 — 1999
Associate of Arts (AA), History
Norfolk Technical Vocational Center 1992 — 1993
Diploma, Computer Applications
Georgie Roland Georgie Roland's Heartland Securities Experience July 1997 - October 1997
Job Writer/Filmmaker
Industry Motion Pictures and Film
Experience
Memorial Animal Hospital February 2008 - Present
Dog Player Films August 2006 - Present
Dunmore Pet Health Center 2005 - 2007
Supermarket Services 2004 - 2005
Ghetto Film School June 2003 - August 2003
Lackawanna County Prison 2001 - 2003
Filmson.com December 2001 - July 2002
Sullivan & Cromwell LLP August 1999 - December 1999
Miramax Films May 1998 - July 1999
Heartland Securities July 1997 - October 1997
Education
University of Southern California 1999 — 2000
Cornell University 1993 — 1997
Bachelor of Arts, College of Arts and Sciences, History, Literature, Economics
The London School of Economics and Political Science (LSE) 1995 — 1996
International History
Memorial Animal Hospital February 2008 - Present
Dog Player Films August 2006 - Present
Dunmore Pet Health Center 2005 - 2007
Supermarket Services 2004 - 2005
Ghetto Film School June 2003 - August 2003
Lackawanna County Prison 2001 - 2003
Filmson.com December 2001 - July 2002
Sullivan & Cromwell LLP August 1999 - December 1999
Miramax Films May 1998 - July 1999
Heartland Securities July 1997 - October 1997
Education
University of Southern California 1999 — 2000
Cornell University 1993 — 1997
Bachelor of Arts, College of Arts and Sciences, History, Literature, Economics
The London School of Economics and Political Science (LSE) 1995 — 1996
International History
Robert L. Oliver, Jr. Robert L. Oliver, Jr.'s Heartland Securities Experience November 1998 - July 2003
Job CEO of Nonprofit Fitness & Nutrition for Kids
Industry Nonprofit Organization Management
Experience
FAN4Kids (Fitness & Nutrition for Kids) January 2004 - Present
Independent Consultant December 2005 - Present
Heartland Securities November 1998 - July 2003
Linn & Green Consulting, Inc. October 1995 - October 1998
Hay Management Consultants October 1990 - September 1995
Skills
Non-profits, Nutrition, Fundraising, Fitness, Research, Nonprofits, Teaching, Social Media Marketing, Management, Government, Contract Negotiation, Public Relations, Entrepreneurship, Start-ups, Strategy, Strategic Planning, Community Outreach
Education
Swarthmore College 1985 — 1989
BS, Economics
Universite de Grenoble 1988 — 1988
French language & culture
FAN4Kids (Fitness & Nutrition for Kids) January 2004 - Present
Independent Consultant December 2005 - Present
Heartland Securities November 1998 - July 2003
Linn & Green Consulting, Inc. October 1995 - October 1998
Hay Management Consultants October 1990 - September 1995
Skills
Non-profits, Nutrition, Fundraising, Fitness, Research, Nonprofits, Teaching, Social Media Marketing, Management, Government, Contract Negotiation, Public Relations, Entrepreneurship, Start-ups, Strategy, Strategic Planning, Community Outreach
Education
Swarthmore College 1985 — 1989
BS, Economics
Universite de Grenoble 1988 — 1988
French language & culture
Jason Wachob Jason Wachob's Heartland Securities Experience 1999 - 2004
Job CEO, mindbodygreen
Industry Health, Wellness and Fitness
Experience
mindbodygreen.com 2009 - Present
Crummy Brothers Organic Cookies 2006 - 2009
Total Senior Health 2002 - 2006
Heartland Securities 1999 - 2004
Skills
Digital Media, Entrepreneurship, Start-ups, Social Media, Experience Design, Blogging, SEO, E-commerce, LOHAS, Consumer Products, Natural Products, US Equities, Holistic Health, Wellbeing, Strategic Partnerships, Angel Investing, Online Advertising
Education
Columbia University in the City of New York 1994 — 1998
BA, History
Northfield Mount Hermon School 1993 — 1994
mindbodygreen.com 2009 - Present
Crummy Brothers Organic Cookies 2006 - 2009
Total Senior Health 2002 - 2006
Heartland Securities 1999 - 2004
Skills
Digital Media, Entrepreneurship, Start-ups, Social Media, Experience Design, Blogging, SEO, E-commerce, LOHAS, Consumer Products, Natural Products, US Equities, Holistic Health, Wellbeing, Strategic Partnerships, Angel Investing, Online Advertising
Education
Columbia University in the City of New York 1994 — 1998
BA, History
Northfield Mount Hermon School 1993 — 1994
Alexander Benetti Alexander Benetti's Heartland Securities Experience August 1999 - June 2004
Job Senior Manager, Commercial Operations at The AES Corporation
Industry Oil & Energy
Experience
The AES Corporation August 2015 - Present
Duke Energy March 2010 - Present
Cinergy and Duke Energy 2004 - Present
Duke Energy Renewables LLC April 2015 - August 2015
Heartland Securities August 1999 - June 2004
Merrill Lynch May 1997 - August 1998
Skills
PJM, Energy Markets, Commodity, Trading, MISO, Spread Trading, Commodity Markets, Hedging, Electricity Markets, Derivatives, Energy, Risk Management, Proprietary Trading, Portfolio Management, Power Trading, Equities, Power Generation, Commodity Risk...
Education
Carnegie Mellon University 1995 — 1999
Bachelor of Science (BS)
Carnegie Mellon University - Tepper School of Business 1995 — 1999
BS
The AES Corporation August 2015 - Present
Duke Energy March 2010 - Present
Cinergy and Duke Energy 2004 - Present
Duke Energy Renewables LLC April 2015 - August 2015
Heartland Securities August 1999 - June 2004
Merrill Lynch May 1997 - August 1998
Skills
PJM, Energy Markets, Commodity, Trading, MISO, Spread Trading, Commodity Markets, Hedging, Electricity Markets, Derivatives, Energy, Risk Management, Proprietary Trading, Portfolio Management, Power Trading, Equities, Power Generation, Commodity Risk...
Education
Carnegie Mellon University 1995 — 1999
Bachelor of Science (BS)
Carnegie Mellon University - Tepper School of Business 1995 — 1999
BS
Tyler Isaacson Tyler Isaacson's Heartland Securities Experience February 2004 - February 2006
Job Owner, Metro Strategy Group LLC (Youthsoccer101)
Industry Sports
Experience
Metro Strategy Group LLC (Youthsoccer101) May 2009 - Present
Sonic Trading February 2006 - May 2009
Heartland Securities February 2004 - February 2006
Skills
Soccer, Sports, Sports Marketing, Sports Management, Football, New Business Development, Athletics, Club, Strategic Planning, Negotiation, Sponsorship, Sports Coaching, Strategic Partnerships
Education
Rutgers University-New Brunswick 1984 — 1988
BS, Economics
Millburn High School 1981 — 1984
Metro Strategy Group LLC (Youthsoccer101) May 2009 - Present
Sonic Trading February 2006 - May 2009
Heartland Securities February 2004 - February 2006
Skills
Soccer, Sports, Sports Marketing, Sports Management, Football, New Business Development, Athletics, Club, Strategic Planning, Negotiation, Sponsorship, Sports Coaching, Strategic Partnerships
Education
Rutgers University-New Brunswick 1984 — 1988
BS, Economics
Millburn High School 1981 — 1984
Damian Falcone CSP, CSO Damian Falcone CSP, CSO's Heartland Securities Experience January 2001 - January 2004
Job Expert Credit & Debt Restructuring Specialist in Las Vegas, NV
Industry Consumer Services
Experience
Construction Industry Worker's Compensation Group January 2015 - Present
Damian Falcone & Co. July 2009 - Present
Falcon Credit Management November 2004 - Present
Heartland Securities January 2001 - January 2004
Skills
Finance, Financial Services, Credit, Equities, Debt Settlement, Portfolio Management, Estate Planning, Bankruptcy, Loan Modifications, Equity Trading, New Business Development, Series 63, Business Strategy, Options, Securities, Foreclosures, Series 7, Account Management, Credit Analysis, Credit Management, Small Business, Management, Foreclosure Mediation, Credit Reports, Credit Repair, Debt Restructuring, Debt Consolidation, Debt Elimination, Consumer Debt, Short Sale Negotiation, Short Sales, Bankruptcy Counseling, Personal Bankruptcy, Foreclosure Defense, Real Estate Transactions, Real Estate, Negotiation, Contract Negotiation
Education
Villanova University 1993 — 2000
Bachelors, Finance, Italian
Università degli Studi di Firenze 1999 — 2000
Certificato, Lingua Italiana
Università degli Studi di Urbino 'Carlo Bo' 1999 — 2000
Certificato, Art, Literature, Language
Clemson University 1996 — 1996
West Chester University of Pennsylvania 1994 — 1994
Bishop Shanahan 1989 — 1993
West Chester East 1989 — 1993
Saint Agnes
Construction Industry Worker's Compensation Group January 2015 - Present
Damian Falcone & Co. July 2009 - Present
Falcon Credit Management November 2004 - Present
Heartland Securities January 2001 - January 2004
Skills
Finance, Financial Services, Credit, Equities, Debt Settlement, Portfolio Management, Estate Planning, Bankruptcy, Loan Modifications, Equity Trading, New Business Development, Series 63, Business Strategy, Options, Securities, Foreclosures, Series 7, Account Management, Credit Analysis, Credit Management, Small Business, Management, Foreclosure Mediation, Credit Reports, Credit Repair, Debt Restructuring, Debt Consolidation, Debt Elimination, Consumer Debt, Short Sale Negotiation, Short Sales, Bankruptcy Counseling, Personal Bankruptcy, Foreclosure Defense, Real Estate Transactions, Real Estate, Negotiation, Contract Negotiation
Education
Villanova University 1993 — 2000
Bachelors, Finance, Italian
Università degli Studi di Firenze 1999 — 2000
Certificato, Lingua Italiana
Università degli Studi di Urbino 'Carlo Bo' 1999 — 2000
Certificato, Art, Literature, Language
Clemson University 1996 — 1996
West Chester University of Pennsylvania 1994 — 1994
Bishop Shanahan 1989 — 1993
West Chester East 1989 — 1993
Saint Agnes
Richard Travers III's Heartland Securities Experience December 2000 - December 2001
Job Equities Trader
Industry Financial Services
Experience
Chimera Securities January 2006 - Present
Trillium Trading, LLC January 2002 - December 2004
Heartland Securities December 2000 - December 2001
Skills
Equity Trading, Electronic Trading, Trading Systems, Financial Markets, Trading Strategies, Securities, Real Estate Development, Trading, Proprietary Trading, Equities, Bloomberg, ETFs, Investments, Series 63, Equity Research, Technical Analysis
Education
Babson College 1996 — 2000
BS, Finance, Spanish
St. John's Prep 1992 — 1996
High School Diploma
Chimera Securities January 2006 - Present
Trillium Trading, LLC January 2002 - December 2004
Heartland Securities December 2000 - December 2001
Skills
Equity Trading, Electronic Trading, Trading Systems, Financial Markets, Trading Strategies, Securities, Real Estate Development, Trading, Proprietary Trading, Equities, Bloomberg, ETFs, Investments, Series 63, Equity Research, Technical Analysis
Education
Babson College 1996 — 2000
BS, Finance, Spanish
St. John's Prep 1992 — 1996
High School Diploma
Sean Ward's Heartland Securities Experience January 2000 - January 2003
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
Aaron Israel's Heartland Securities Experience February 1998 - 2003
Job COO Execution Services
Industry Financial Services
Experience
Merrill Lynch March 2007 - Present
Lava Trading January 2006 - February 2007
Track Data Corp January 2005 - January 2006
Heartland Securities February 1998 - 2003
Philadelphia Flyers July 1994 - January 1996
Skills
Trading Systems, Equities, Capital Markets, Electronic Trading, Derivatives, Fixed Income, Portfolio Management, Investments, Hedge Funds, Bloomberg, Equity Trading, Series 7, Product Development, Series 24, Series 63, Electronic Trading..., Equity Swaps, Financial Markets, New Business Development, Securities Regulation, Securities, Emerging Markets, Risk Management, Trading Strategies, Low Latency Trading, FX Trading, Currency, Trading, Start-ups, Order Management, Market Data, Strategy, Business Strategy, Strategic Partnerships, trading system, Project Management, Management, Operational Risk, Options, Investment Banking
Education
Harvard University 1992 — 1998
Bachelor of Arts (BA), Sociology
Merrill Lynch March 2007 - Present
Lava Trading January 2006 - February 2007
Track Data Corp January 2005 - January 2006
Heartland Securities February 1998 - 2003
Philadelphia Flyers July 1994 - January 1996
Skills
Trading Systems, Equities, Capital Markets, Electronic Trading, Derivatives, Fixed Income, Portfolio Management, Investments, Hedge Funds, Bloomberg, Equity Trading, Series 7, Product Development, Series 24, Series 63, Electronic Trading..., Equity Swaps, Financial Markets, New Business Development, Securities Regulation, Securities, Emerging Markets, Risk Management, Trading Strategies, Low Latency Trading, FX Trading, Currency, Trading, Start-ups, Order Management, Market Data, Strategy, Business Strategy, Strategic Partnerships, trading system, Project Management, Management, Operational Risk, Options, Investment Banking
Education
Harvard University 1992 — 1998
Bachelor of Arts (BA), Sociology
Howard Teitelman's Heartland Securities Experience April 1998 - June 2003
Job CSO at TRILLIUM Trading Labs Funds
Industry Financial Services
Experience
TRILLIUM - Trading - Labs - Funds June 2003 - Present
Columbia University in the City of New York January 2007 - December 2008
Heartland Securities April 1998 - June 2003
Datek September 1996 - April 1998
General Electric's Research and Development Center June 1996 - August 1996
Skills
Customer Service, Bloomberg, Risk Management, Strategic Planning, Financial Modeling, Financial Markets, Strategy, Security, Microsoft Office, Trading, Equities, Research, Options, Business Strategy, PowerPoint, Microsoft Word, Trading Systems, Microsoft Excel
Education
Columbia University in the City of New York 1996 — 1998
Master of Science (MS), Operations Research
Columbia University - Fu Foundation School of Engineering and Applied Science 1992 — 1996
Bachelor of Science (BS), Engineering Management Systems
AHS 1988 — 1992
Salutatorian
Hebrew Academy
TRILLIUM - Trading - Labs - Funds June 2003 - Present
Columbia University in the City of New York January 2007 - December 2008
Heartland Securities April 1998 - June 2003
Datek September 1996 - April 1998
General Electric's Research and Development Center June 1996 - August 1996
Skills
Customer Service, Bloomberg, Risk Management, Strategic Planning, Financial Modeling, Financial Markets, Strategy, Security, Microsoft Office, Trading, Equities, Research, Options, Business Strategy, PowerPoint, Microsoft Word, Trading Systems, Microsoft Excel
Education
Columbia University in the City of New York 1996 — 1998
Master of Science (MS), Operations Research
Columbia University - Fu Foundation School of Engineering and Applied Science 1992 — 1996
Bachelor of Science (BS), Engineering Management Systems
AHS 1988 — 1992
Salutatorian
Hebrew Academy
Mike Wolverton Mike Wolverton's Heartland Securities Experience September 1998 - December 2001
Job Director of Broadcasting at Total Turf Experience
Industry Broadcast Media
Experience
Total Turf Experience May 2013 - Present
Call It Sports November 2009 - Present
Woodshop Films June 2010 - August 2012
Baseball Info Solutions March 2008 - October 2009
Evolution Trading January 2002 - February 2008
The Connecticut School of Broadcasting December 2007 - January 2008
Atlantic City Surf Baseball Club April 2004 - September 2006
Heartland Securities September 1998 - December 2001
Utica Blizzard Hockey Club September 1995 - May 1997
WIBX Radio May 1996 - September 1996
Skills
Final Cut Pro, Creative Writing, Excel, Video, Television, Press Releases, Broadcast, Research, Radio, Writing, Baseball, Editing, Video Editing, Sports
Education
Syracuse University 1993 — 1994
Master of Science, TV/Radio
Duke University 1987 — 1991
Bachelor of Arts, Public Policy Studies
Total Turf Experience May 2013 - Present
Call It Sports November 2009 - Present
Woodshop Films June 2010 - August 2012
Baseball Info Solutions March 2008 - October 2009
Evolution Trading January 2002 - February 2008
The Connecticut School of Broadcasting December 2007 - January 2008
Atlantic City Surf Baseball Club April 2004 - September 2006
Heartland Securities September 1998 - December 2001
Utica Blizzard Hockey Club September 1995 - May 1997
WIBX Radio May 1996 - September 1996
Skills
Final Cut Pro, Creative Writing, Excel, Video, Television, Press Releases, Broadcast, Research, Radio, Writing, Baseball, Editing, Video Editing, Sports
Education
Syracuse University 1993 — 1994
Master of Science, TV/Radio
Duke University 1987 — 1991
Bachelor of Arts, Public Policy Studies
Neil Seth's Heartland Securities Experience September 1998 - June 1999
Job Retail Associate, Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield September 2014 - Present
Be Fresh Restaurant Group January 2009 - December 2014
RBC August 2007 - April 2010
Natixis North America December 2006 - August 2007
Commerzbank AG 2004 - 2005
E*TRADE Financial Corporation June 1999 - December 2003
Heartland Securities September 1998 - June 1999
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Trading, Alternative Investments, Capital Markets, Options, Investment Banking, Series 7, Financial Modeling, Portfolio Management, Business Strategy, Valuation, Private Equity, Emerging Markets, Equity Research, Investments, Asset Managment, Financial Markets, Equity Trading, Structured Products, Equity Derivatives, Structured Finance
Education
UC Berkeley Haas School of Business 2004 — 2005
Master's degree, Financial Engineering
Wesleyan University 1994 — 1998
Bachelor's degree, Economics
Cushman & Wakefield September 2014 - Present
Be Fresh Restaurant Group January 2009 - December 2014
RBC August 2007 - April 2010
Natixis North America December 2006 - August 2007
Commerzbank AG 2004 - 2005
E*TRADE Financial Corporation June 1999 - December 2003
Heartland Securities September 1998 - June 1999
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Trading, Alternative Investments, Capital Markets, Options, Investment Banking, Series 7, Financial Modeling, Portfolio Management, Business Strategy, Valuation, Private Equity, Emerging Markets, Equity Research, Investments, Asset Managment, Financial Markets, Equity Trading, Structured Products, Equity Derivatives, Structured Finance
Education
UC Berkeley Haas School of Business 2004 — 2005
Master's degree, Financial Engineering
Wesleyan University 1994 — 1998
Bachelor's degree, Economics
Coreina Chan Coreina Chan's Heartland Securities Experience 2000 - 2006
Job Senior Consultant at Rocky Mountain Institute
Industry Renewables & Environment
Experience
Rocky Mountain Institute January 2007 - Present
Heartland Securities 2000 - 2006
Leroy Street Studio 1997 - 2000
Skills
Sustainable design, Workshop facilitation
Education
UC Berkeley
Continuing Education - Energy
Yale University
B.A., Architecture
Rocky Mountain Institute January 2007 - Present
Heartland Securities 2000 - 2006
Leroy Street Studio 1997 - 2000
Skills
Sustainable design, Workshop facilitation
Education
UC Berkeley
Continuing Education - Energy
Yale University
B.A., Architecture
Nick Federici Nick Federici's Heartland Securities Experience 2000 - 2002
Job Attorney at Marino Partners LLP
Industry Law Practice
Experience
Marino Partners LLP 2014 - Present
Davidoff Hutcher & Citron LLP 2012 - 2013
Gilbride, Tusa, Last & Spellane LLC 2008 - 2012
Lowey Dannenberg Bemporad Selinger & Cohen, P.C. 2007 - 2007
Heartland Securities 2000 - 2002
Skills
Corporate Law, Private Equity, Hedge Funds, Mergers & Acquisitions, Financial Analysis, New Venture Formation, Private Placements, Asset Backed Lending
Education
Fordham University School of Law 2003 — 2006
J.D.
Lafayette College 1996 — 2000
B.A., Government and Law
Brunswick School
High School
Marino Partners LLP 2014 - Present
Davidoff Hutcher & Citron LLP 2012 - 2013
Gilbride, Tusa, Last & Spellane LLC 2008 - 2012
Lowey Dannenberg Bemporad Selinger & Cohen, P.C. 2007 - 2007
Heartland Securities 2000 - 2002
Skills
Corporate Law, Private Equity, Hedge Funds, Mergers & Acquisitions, Financial Analysis, New Venture Formation, Private Placements, Asset Backed Lending
Education
Fordham University School of Law 2003 — 2006
J.D.
Lafayette College 1996 — 2000
B.A., Government and Law
Brunswick School
High School
Glen Cutler Glen Cutler's Heartland Securities Experience February 2002 - December 2002
Job CoHead of CMBS Trading at Prosiris Capital Management
Industry Investment Management
Experience
Prosiris Capital Management 2013 - Present
Torchlight Investors 2003 - 2012
Heartland Securities February 2002 - December 2002
Skills
Portfolio Management, Trading, CMBS, ABS, Valuation, Capital Markets, Fixed Income, Asset Management, Financial Modeling, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1999 — 2001
BS, Economics
Stuyvesant High School 1996 — 1999
Prosiris Capital Management 2013 - Present
Torchlight Investors 2003 - 2012
Heartland Securities February 2002 - December 2002
Skills
Portfolio Management, Trading, CMBS, ABS, Valuation, Capital Markets, Fixed Income, Asset Management, Financial Modeling, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1999 — 2001
BS, Economics
Stuyvesant High School 1996 — 1999
Alex Pflugfelder Alex Pflugfelder's Heartland Securities Experience July 1997 - April 1999
Job Principal Product Manager at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific February 2013 - Present
Boston Scientific June 2011 - February 2013
Boston Scientific August 2009 - June 2011
Abbott Laboratories May 2008 - August 2008
Eli Lilly March 2008 - May 2008
Self Employed May 1999 - February 2007
Heartland Securities July 1997 - April 1999
Skills
Marketing Strategy, Product Development, Strategic Planning, Strategy, Medical Devices, Marketing, Management, Pricing, Sales, Healthcare, Cross-functional Team..., Training, Cardiology, Product Management, Competitive Analysis, Product Marketing, Market Research, Market Development
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Strategic Marketing
Yale University 1993 — 1997
BA, History, Economics
Boston Scientific February 2013 - Present
Boston Scientific June 2011 - February 2013
Boston Scientific August 2009 - June 2011
Abbott Laboratories May 2008 - August 2008
Eli Lilly March 2008 - May 2008
Self Employed May 1999 - February 2007
Heartland Securities July 1997 - April 1999
Skills
Marketing Strategy, Product Development, Strategic Planning, Strategy, Medical Devices, Marketing, Management, Pricing, Sales, Healthcare, Cross-functional Team..., Training, Cardiology, Product Management, Competitive Analysis, Product Marketing, Market Research, Market Development
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Strategic Marketing
Yale University 1993 — 1997
BA, History, Economics
Gil Lieblich Gil Lieblich's Heartland Securities Experience January 2000 - April 2002
Job Equities Trader at Self Employed
Industry Capital Markets
Experience
Davis Realtors April 2010 - Present
Self Employed April 2002 - Present
Heartland Securities January 2000 - April 2002
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Economics
Davis Realtors April 2010 - Present
Self Employed April 2002 - Present
Heartland Securities January 2000 - April 2002
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Economics
Drew Sohn's Heartland Securities Experience November 1995 - June 2002
Job Prop Trader @ T3 Trading
Industry Financial Services
Experience
T3 Trading Group, LLC July 2011 - Present
Kuval Coffees and Teas, LLC May 2009 - December 2011
Citi's Primerica Financial Services January 2004 - April 2009
Heartland Securities November 1995 - June 2002
Skills
Trading, Investments, Finance, Financial Services, Securities, Management, Options, Portfolio Management, Equities
Education
Clark University 1989 — 1993
B.S.
T3 Trading Group, LLC July 2011 - Present
Kuval Coffees and Teas, LLC May 2009 - December 2011
Citi's Primerica Financial Services January 2004 - April 2009
Heartland Securities November 1995 - June 2002
Skills
Trading, Investments, Finance, Financial Services, Securities, Management, Options, Portfolio Management, Equities
Education
Clark University 1989 — 1993
B.S.
Jonathan Dreizen's Heartland Securities Experience 1999 - 2001
Job Associate General Counsel at Newcastle Realty Services
Industry Law Practice
Experience
Newcastle Realty Services January 2014 - Present
Wolf Haldenstein Adler Freeman & Herz LLP May 2009 - January 2014
Rosenberg & Estis January 2006 - November 2008
Lester Schwab Katz & Dwyer July 2005 - November 2005
JDT Trading July 2002 - August 2004
Meico-Heartland Trading November 2001 - June 2002
Senior Global Financial Management October 2000 - October 2001
Heartland Securities 1999 - 2001
Madison International Real Estate 1996 - 1997
Skills
Westlaw, Mediation, Legal Writing, Arbitration, Real Estate, Litigation, Civil Litigation, Negotiation, Risk Assessment, Condos, COOP, Landlord-Tenant
Education
Hofstra University School of Law 2003 — 2006
Doctor of Law (J.D.)
Boston University 1994 — 1997
BA, History
University of Michigan 1992 — 1994
Friends Academy 1989 — 1992
Newcastle Realty Services January 2014 - Present
Wolf Haldenstein Adler Freeman & Herz LLP May 2009 - January 2014
Rosenberg & Estis January 2006 - November 2008
Lester Schwab Katz & Dwyer July 2005 - November 2005
JDT Trading July 2002 - August 2004
Meico-Heartland Trading November 2001 - June 2002
Senior Global Financial Management October 2000 - October 2001
Heartland Securities 1999 - 2001
Madison International Real Estate 1996 - 1997
Skills
Westlaw, Mediation, Legal Writing, Arbitration, Real Estate, Litigation, Civil Litigation, Negotiation, Risk Assessment, Condos, COOP, Landlord-Tenant
Education
Hofstra University School of Law 2003 — 2006
Doctor of Law (J.D.)
Boston University 1994 — 1997
BA, History
University of Michigan 1992 — 1994
Friends Academy 1989 — 1992
Eric Szegda's Heartland Securities Experience 1997 - 1998
Job Vice President at Time Inc.
Industry Marketing and Advertising
Experience
Time Inc. December 1998 - Present
Time Warner Retail December 1998 - Present
Heartland Securities 1997 - 1998
Skills
Marketing, Retail, Integrated Marketing, Digital Media, Digital Marketing, Strategic Partnerships, Digital Strategy, Marketing Strategy, Customer Acquisition, Analytics, Customer Insight, Publishing, Advertising, Competitive Analysis, Social Media Marketing, CRM, Sports Marketing, Branding & Identity, Email Marketing, Brand Management, Customer Retention
Education
Dartmouth College 1993 — 1997
Time Inc. December 1998 - Present
Time Warner Retail December 1998 - Present
Heartland Securities 1997 - 1998
Skills
Marketing, Retail, Integrated Marketing, Digital Media, Digital Marketing, Strategic Partnerships, Digital Strategy, Marketing Strategy, Customer Acquisition, Analytics, Customer Insight, Publishing, Advertising, Competitive Analysis, Social Media Marketing, CRM, Sports Marketing, Branding & Identity, Email Marketing, Brand Management, Customer Retention
Education
Dartmouth College 1993 — 1997
Dennis Zabat's Heartland Securities Experience August 1997 - May 1998
Job Director Genworth Financial, Investments, Derivatives
Industry Financial Services
Experience
Genworth Financial January 2014 - Present
Royal Bank of Scotland September 2009 - January 2014
Royal Bank of Scotland July 2006 - September 2009
Deutsche Bank May 2004 - July 2006
JPMorgan, Investment Bank May 1999 - May 2004
J.P. Morgan, Private Bank May 2001 - March 2003
JPMorgan, Internal Audit Group May 1999 - May 2001
Heartland Securities August 1997 - May 1998
Skills
Fixed Income, Credit Derivatives, Capital Markets, Derivatives, Middle Office, Interest Rate..., Hedge Funds, Swaps, CDS, Equities, Structured Products, Investment Banking, Bloomberg, Securitization, FX Options, ISDA, Trading Systems, Bonds, Portfolio Management, Trading, Credit Risk
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance
University of Pennsylvania 1992 — 1996
Genworth Financial January 2014 - Present
Royal Bank of Scotland September 2009 - January 2014
Royal Bank of Scotland July 2006 - September 2009
Deutsche Bank May 2004 - July 2006
JPMorgan, Investment Bank May 1999 - May 2004
J.P. Morgan, Private Bank May 2001 - March 2003
JPMorgan, Internal Audit Group May 1999 - May 2001
Heartland Securities August 1997 - May 1998
Skills
Fixed Income, Credit Derivatives, Capital Markets, Derivatives, Middle Office, Interest Rate..., Hedge Funds, Swaps, CDS, Equities, Structured Products, Investment Banking, Bloomberg, Securitization, FX Options, ISDA, Trading Systems, Bonds, Portfolio Management, Trading, Credit Risk
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance
University of Pennsylvania 1992 — 1996
marc lamassa's Heartland Securities Experience November 2000 - June 2003
Job at
Industry Automotive
Experience
New Rochelle Hyundai December 2014 - Present
New Rochelle Hyundai August 2012 - Present
Summit Investments Loan Corporation April 2004 - August 2008
Trillium Trading June 2003 - April 2004
Heartland Securities November 2000 - June 2003
Skills
Sales, Management, Automotive, Investment Properties, Customer Service, Strategic Planning, Account Management, Mortgage Lending, E-commerce, Leadership, Business Development, Inventory Management, Investments, Selling, Market Research, Securities, Customer Satisfaction, Profit, Operations Management, Credit, New Business Development, Business Planning
Education
City University of New York-College of Staten Island 2004 — 2010
Finance
New Rochelle Hyundai December 2014 - Present
New Rochelle Hyundai August 2012 - Present
Summit Investments Loan Corporation April 2004 - August 2008
Trillium Trading June 2003 - April 2004
Heartland Securities November 2000 - June 2003
Skills
Sales, Management, Automotive, Investment Properties, Customer Service, Strategic Planning, Account Management, Mortgage Lending, E-commerce, Leadership, Business Development, Inventory Management, Investments, Selling, Market Research, Securities, Customer Satisfaction, Profit, Operations Management, Credit, New Business Development, Business Planning
Education
City University of New York-College of Staten Island 2004 — 2010
Finance
Geoff Dubey's Heartland Securities Experience June 1996 - July 2002
Job Founder at VSpread, LLC
Industry Internet
Experience
VSpread, LLC November 2013 - Present
Sabonis Partners, LLC December 2010 - Present
City Hits, LLC May 2012 - March 2014
Chimera Capital August 2005 - January 2011
Skins Footwear July 2003 - May 2009
Heartland Securities June 1996 - July 2002
Skills
Equities, Options, Series 7, Financial Analysis, Risk Management, Entrepreneurship, Commodity, Macroeconomics, Start-ups, Real Estate
Education
Columbia University in the City of New York 1992 — 1996
Bachelor of Arts (BA), Economics, Magna Cum Laude
VSpread, LLC November 2013 - Present
Sabonis Partners, LLC December 2010 - Present
City Hits, LLC May 2012 - March 2014
Chimera Capital August 2005 - January 2011
Skins Footwear July 2003 - May 2009
Heartland Securities June 1996 - July 2002
Skills
Equities, Options, Series 7, Financial Analysis, Risk Management, Entrepreneurship, Commodity, Macroeconomics, Start-ups, Real Estate
Education
Columbia University in the City of New York 1992 — 1996
Bachelor of Arts (BA), Economics, Magna Cum Laude
Glenn Scher's Heartland Securities Experience 1998 - 2003
Job Financial Advisor at MetLife Financial Services
Industry Financial Services
Experience
MetLife Financial Services April 2008 - Present
deutsche bank 2006 - 2007
Bny Convergex 2004 - 2007
bny brokerage 2004 - 2007
sonic trading 2003 - 2004
heartland securities 1998 - 2003
Education
Thomas Edison State College 2007 — 2011
old bridge high school 1991 — 1995
yes, diploma
MetLife Financial Services April 2008 - Present
deutsche bank 2006 - 2007
Bny Convergex 2004 - 2007
bny brokerage 2004 - 2007
sonic trading 2003 - 2004
heartland securities 1998 - 2003
Education
Thomas Edison State College 2007 — 2011
old bridge high school 1991 — 1995
yes, diploma
David McKinlay's Heartland Securities Experience 2000 - 2001
Job Inventory Specialist at Bluegreen Vacations
Industry Real Estate
Experience
Bluegreen Vacations March 2013 - Present
Northstar Commercial Real Estate Services December 2008 - February 2013
Powell Investment Group April 2006 - September 2008
Powell Investment Group August 2005 - April 2006
Marie Powell & Company April 2005 - August 2005
Self Employed November 2003 - March 2005
David Weekley Homes 2002 - 2003
Heartland Securities 2000 - 2001
Skills
Selling, Sales, Real Estate, Contract Negotiation, Commercial Real Estate
Education
Duke University 1995 — 1999
B.A., Mathematics, Markets & Management Studies
Bluegreen Vacations March 2013 - Present
Northstar Commercial Real Estate Services December 2008 - February 2013
Powell Investment Group April 2006 - September 2008
Powell Investment Group August 2005 - April 2006
Marie Powell & Company April 2005 - August 2005
Self Employed November 2003 - March 2005
David Weekley Homes 2002 - 2003
Heartland Securities 2000 - 2001
Skills
Selling, Sales, Real Estate, Contract Negotiation, Commercial Real Estate
Education
Duke University 1995 — 1999
B.A., Mathematics, Markets & Management Studies
Eugene Giaquinto's Heartland Securities Experience January 2000 - March 2003
Job Eugene Giaquinto: Educator, Consultant, Problem Solver
Industry Financial Services
Experience
Private Investment Firm March 2003 - Present
Heartland Securities January 2000 - March 2003
Skills
Electronic Trading, Trading Systems, Proprietary Trading, Trading Strategies, Equity Trading, Financial Markets, Account Management, Risk Management, Risk Assessment, Financial Analysis, Operations Management, Process Improvement, Profit & Loss Management, Financial Software..., Profitability..., Account Reconciliation, Accounts Payable, Accounts Receivable, Software Development, System Design, System Integration..., Software Project..., Client Relationship..., Software Quality, Report Generation, Data Analysis, Training & Development, Team Leadership, CRM, Securities, Trading, Hedge Funds, Technical Analysis, Equities, Commodity, FX Options, Bloomberg, Options, Alternative Investments, Derivatives, FINRA, Fixed Income, Stocks, Investment Strategies, Series 63, Asset Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
B.S.
Private Investment Firm March 2003 - Present
Heartland Securities January 2000 - March 2003
Skills
Electronic Trading, Trading Systems, Proprietary Trading, Trading Strategies, Equity Trading, Financial Markets, Account Management, Risk Management, Risk Assessment, Financial Analysis, Operations Management, Process Improvement, Profit & Loss Management, Financial Software..., Profitability..., Account Reconciliation, Accounts Payable, Accounts Receivable, Software Development, System Design, System Integration..., Software Project..., Client Relationship..., Software Quality, Report Generation, Data Analysis, Training & Development, Team Leadership, CRM, Securities, Trading, Hedge Funds, Technical Analysis, Equities, Commodity, FX Options, Bloomberg, Options, Alternative Investments, Derivatives, FINRA, Fixed Income, Stocks, Investment Strategies, Series 63, Asset Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
B.S.
James Snell's Heartland Securities Experience February 1999 - February 2003
Job Financial Services
Industry Financial Services
Experience
SunTrust Investment Services December 2007 - August 2011
Wachovia, A Wells Fargo Company March 2006 - December 2007
Evolution Financial Technologies March 2003 - March 2006
Heartland Securities February 1999 - February 2003
Education
Elon University - Martha and Spencer Love School of Business 1994 — 1998
Bachelor's Degree, Finance, Management, Marketing
SunTrust Investment Services December 2007 - August 2011
Wachovia, A Wells Fargo Company March 2006 - December 2007
Evolution Financial Technologies March 2003 - March 2006
Heartland Securities February 1999 - February 2003
Education
Elon University - Martha and Spencer Love School of Business 1994 — 1998
Bachelor's Degree, Finance, Management, Marketing
Michael Feeney's Heartland Securities Experience 1998 - 2003
Job Regional Sales Manager
Industry Insurance
Experience
Trustmark Voluntary Benefit Solutions October 2010 - Present
Unum February 2005 - September 2010
Heartland Securities 1998 - 2003
Skills
Broker Development, Team Leadership, Enrollment Management, Employee Benefits, Disability Insurance, Insurance, Benefits Administration, Underwriting, Critical Illness, Accident, Voluntary Employee..., Employee Wellness..., Universal Life, Sales, Brokers, Life Insurance
Education
The College of New Jersey 1994 — 1998
Trustmark Voluntary Benefit Solutions October 2010 - Present
Unum February 2005 - September 2010
Heartland Securities 1998 - 2003
Skills
Broker Development, Team Leadership, Enrollment Management, Employee Benefits, Disability Insurance, Insurance, Benefits Administration, Underwriting, Critical Illness, Accident, Voluntary Employee..., Employee Wellness..., Universal Life, Sales, Brokers, Life Insurance
Education
The College of New Jersey 1994 — 1998
Ron Zour's Heartland Securities Experience September 2000 - October 2002
Job Real Estate
Industry Real Estate
Experience
RRR Group, LLC September 2007 - Present
All County Lead Services July 2006 - Present
Heartland Securities September 2000 - October 2002
Solomon Smith Barney 1998 - 2000
Citigroup 1998 - 2000
Skills
Real Estate, Investments, Residential Homes, Real Estate Transactions, Investment Properties, Foreclosures, Real Estate Development, Leases, Investors, Property Management, Commercial Real Estate, Real Estate Economics, Asset Management, Brokerage, Real Estate Financing, Strategic Planning
Education
Touro College
BS, Finance
Yeshiva University
RRR Group, LLC September 2007 - Present
All County Lead Services July 2006 - Present
Heartland Securities September 2000 - October 2002
Solomon Smith Barney 1998 - 2000
Citigroup 1998 - 2000
Skills
Real Estate, Investments, Residential Homes, Real Estate Transactions, Investment Properties, Foreclosures, Real Estate Development, Leases, Investors, Property Management, Commercial Real Estate, Real Estate Economics, Asset Management, Brokerage, Real Estate Financing, Strategic Planning
Education
Touro College
BS, Finance
Yeshiva University
Kenneth Garby's Heartland Securities Experience June 2000 - March 2003
Job President, Coowner at Proactive Home Solutions, LLC
Industry Financial Services
Experience
Proactive Home Solutions, LLC May 2005 - Present
Trillium Trading, LLC March 2003 - February 2005
Heartland Securities June 2000 - March 2003
JDP Mechanical February 1998 - June 2000
Slattery Skanska December 1995 - February 1998
Skills
Financial Analysis, Financial Modeling, Investments, Securities, Investment Properties, Real Estate Transactions, Series 7, Residential Homes, Management, Real Estate
Education
Georgia Institute of Technology 1992 — 1995
BS, Mechanical Engineering
Proactive Home Solutions, LLC May 2005 - Present
Trillium Trading, LLC March 2003 - February 2005
Heartland Securities June 2000 - March 2003
JDP Mechanical February 1998 - June 2000
Slattery Skanska December 1995 - February 1998
Skills
Financial Analysis, Financial Modeling, Investments, Securities, Investment Properties, Real Estate Transactions, Series 7, Residential Homes, Management, Real Estate
Education
Georgia Institute of Technology 1992 — 1995
BS, Mechanical Engineering
Jack McMullan's Heartland Securities Experience August 1996 - February 1998
Job Portfolio Manager at Atalanta Sosnoff Capital
Industry Investment Management
Experience
Atalanta Sosnoff Capital January 2006 - Present
Atalanta Sosnoff Capital January 2001 - December 2005
FactSet Research Systems March 1998 - December 2000
Heartland Securities August 1996 - February 1998
Skills
Investments, Equities, Hedge Funds, Alternative Investments, Private Equity
Education
NYU Stern School of Business 2000 — 2004
MBA, Finance
Wharton School, University of Pennsylvania
BS, Economics
Chaminade High School
Atalanta Sosnoff Capital January 2006 - Present
Atalanta Sosnoff Capital January 2001 - December 2005
FactSet Research Systems March 1998 - December 2000
Heartland Securities August 1996 - February 1998
Skills
Investments, Equities, Hedge Funds, Alternative Investments, Private Equity
Education
NYU Stern School of Business 2000 — 2004
MBA, Finance
Wharton School, University of Pennsylvania
BS, Economics
Chaminade High School
Daniel Senior's Heartland Securities Experience 1998 - 2002
Job Owner at ThreeJ's Computer Services
Industry Computer & Network Security
Experience
Three-J's Computer Services January 2005 - Present
Trillium Trading, LLC August 1996 - August 2015
Heartland Securities 1998 - 2002
Datek Securities August 1996 - January 1999
Skills
Trading Systems, Sales, Data Center, Trading, Investments
Education
Farmingdale State College 1994 — 1997
Associate’s Degree, Electrical Engineering Technologies/Technicians
Newburgh Free Academy
Three-J's Computer Services January 2005 - Present
Trillium Trading, LLC August 1996 - August 2015
Heartland Securities 1998 - 2002
Datek Securities August 1996 - January 1999
Skills
Trading Systems, Sales, Data Center, Trading, Investments
Education
Farmingdale State College 1994 — 1997
Associate’s Degree, Electrical Engineering Technologies/Technicians
Newburgh Free Academy
Paula Bond's Heartland Securities Experience April 1986 - November 2013
Job Finance Payroll Clerk at BNSF
Industry Railroad Manufacture
Experience
BNSF December 2013 - Present
Heartland Securities April 1986 - November 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Customer Service, Windows, Research, Public Speaking, Budgets, English, Photoshop, Teaching, Access
Education
Park University 2009 — 2013
B.S.Ed, Early Childhood Education and Leadership
BNSF December 2013 - Present
Heartland Securities April 1986 - November 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Customer Service, Windows, Research, Public Speaking, Budgets, English, Photoshop, Teaching, Access
Education
Park University 2009 — 2013
B.S.Ed, Early Childhood Education and Leadership
Peter Ciemins's Heartland Securities Experience July 2001 - January 2002
Job Senior Client Management Lead, National Assessment of Educational Progress (NAEP) at Educational Testing Service (ETS)
Industry Education Management
Experience
Educational Testing Service (ETS) October 2014 - Present
Educational Testing Service (ETS) February 2013 - October 2014
Educational Testing Service (ETS) October 2010 - January 2013
Educational Testing Service (ETS) December 2004 - September 2010
Educational Testing Service (ETS) May 2002 - November 2004
Heartland Securities July 2001 - January 2002
NYC Board of Education September 1991 - June 2001
Chinese Academy of Sciences September 1999 - July 2000
Chinese Academy of Sciences September 1997 - July 1998
Skills
Curriculum Development, Teaching, Program Management, Project Management, New Product..., Leadership, Strategic Planning, Data Analysis, Product Management, Product Development, Cross-functional Team..., Cross-functional..., Cross-functional..., Cross-cultural..., Process Improvement, Stakeholder Management, Assessment Design, Risk Analysis, Solution Focused, Schedule Development, Schedule Analysis, Planning Budgeting &..., Product Requirement..., Technical Writing, Analysis, Training, Research, Management
Education
City University of New York-Baruch College 1996 — 1999
Master of Business Administration (MBA), International Business
Columbia College (NY) 1987 — 1991
Bachelor of Arts (B.A.), History
Educational Testing Service (ETS) October 2014 - Present
Educational Testing Service (ETS) February 2013 - October 2014
Educational Testing Service (ETS) October 2010 - January 2013
Educational Testing Service (ETS) December 2004 - September 2010
Educational Testing Service (ETS) May 2002 - November 2004
Heartland Securities July 2001 - January 2002
NYC Board of Education September 1991 - June 2001
Chinese Academy of Sciences September 1999 - July 2000
Chinese Academy of Sciences September 1997 - July 1998
Skills
Curriculum Development, Teaching, Program Management, Project Management, New Product..., Leadership, Strategic Planning, Data Analysis, Product Management, Product Development, Cross-functional Team..., Cross-functional..., Cross-functional..., Cross-cultural..., Process Improvement, Stakeholder Management, Assessment Design, Risk Analysis, Solution Focused, Schedule Development, Schedule Analysis, Planning Budgeting &..., Product Requirement..., Technical Writing, Analysis, Training, Research, Management
Education
City University of New York-Baruch College 1996 — 1999
Master of Business Administration (MBA), International Business
Columbia College (NY) 1987 — 1991
Bachelor of Arts (B.A.), History