Experience
tradeMONSTER  February 2013 - Present
JP Morgan Chase  February 2007 - February 2013
JPMorgan Chase  May 2004 - February 2007
Hold Brothers On-line Investment Services, LLC   August 2003 - May 2004
Self Employed  July 2001 - October 2002
TD Waterhouse  November 2000 - July 2001
American National Bank  June 1999 - November 2000
American National Bank  May 1998 - June 1999
Merrill Lynch  May 1995 - August 1996

Skills
Microsoft Excel, Banking, Equities, Finance, Portfolio Management, Leadership, Securities, Investments, Mutual Funds, Financial Services, Risk Management, Fixed Income, Asset Management, Series 7

Education
Illinois State University   1993 — 1998
Bachelors, Finance

Wheeling High School   1989 — 1993

Experience
international defence human right commited   November 2013 - Present
Non profit organization "Russia"   September 2013 - Present
LLC Omega   July 2007 - Present
State Duma (Parlament of Russia)   September 2012 - April 2014
Hold Brothers On-line Investment Services, LLC   October 2009 - October 2010

Education
Moscow Institute of Finance and Economics at Financial Academy under Government of Russian Federation   2012 — 2013
The Presidential programme on training management, Finance and Financial Management Services

Stavropol State University   2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Experience
Cowboy Code Men's Body Powder   January 2011 - Present
Hold Brothers On-line Investment Services, LLC   August 1997 - August 2001

Education
University of Rhode Island   1992 — 1996
Bachelor of Arts (BA), English Literature (British and Commonwealth)

University of Colorado at Boulder

Experience
M&M Brokerage Services, Inc.   September 2013 - Present
RG Consulting Group, LLC   May 2006 - Present
Traditions Capital Management, LLC   June 2007 - February 2009
Himelsein Mandel Capital   May 2006 - June 2007
Park Venture Advisors, LLC   August 2005 - April 2006
Goldman Sachs  January 2005 - July 2005
AXA Financial  November 2002 - January 2004
Cohane Rafferty Securities, LLC   March 1999 - October 2001
Hold Brothers On-line Investment Services, LLC   1998 - 1999
Morgan Stanley  1996 - 1998

Skills
Tax Reduction, Wealth Management, Sales, Life Insurance, Retirement Planning, Insurance, Financial Analysis, Tax Minimization, Underwriting, Indexed Universal Life..., Investments, Employee Benefits, Equity Indexed Annuities, Estate Planning, Retirement, Investment Banking, Asset Management, Investment Management, Fixed Annuities, Tax, Securities, Term Life Insurance, Operations Management, Stocks, Small Business, Financial Services, Financial Consultant -..., Business Relationship..., Expert relationship..., Licensed Life Insurance..., Variable Life, Variable Annuities, Universal Life, Tax Optimization, Municipal Bonds, Life Settlements, Insurance Captial..., Licensed Life..., Financial Advisory, Mutual Funds, Finance

Education
Dartmouth College   1992 — 1996
AB, Psychology

Regis High School   1988 — 1992
NYS Regents Diploma

FINRA; NYS Dept. of Insurance
Licensed life insurance agent and life settlement broker. NASD Registered Securities Representative., Life Insurance, Annuities, Stocks, Bonds and Mutual Funds

W.A. Cunningham J.H.S. 234

Experience
Ullink  September 2012 - Present
Ullink  September 2006 - September 2012
TD Waterhouse  February 2005 - April 2006
Hold Brothers On-line Investment Services, LLC   March 2003 - February 2005
First Republic Group  June 2001 - October 2002

Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Equity Trading, Equities, Trading System, Trading, Exchange Connectivity, Options, Direct Market Access, High Frequency Trading, Financial Markets, Equity Derivatives, Sybase, Derivatives, Investment Banking, Market Risk, Middle Office, Interest Rate..., Securities, Fixed Income, Prime Brokerage, Bloomberg, Hedge Funds, Financial Services, FX Options, Back Office, Order Management, Capital Markets, Reference Data

Education
Polytechnic University

Experience
Pinnacle Mortgage Inc.   April 2010 - Present
Mortgage Express  April 2007 - April 2010
Hold Brothers On-line Investment Services, LLC   January 2003 - January 2008

Skills
Refinance, Mortgage Banking, Loans, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, USDA, FHA financing, Reverse Mortgages, VA loans, Certified Mortgage..., Mortgage Underwriting, Construction Loans, Real Estate Financing, Loss Mitigation, Mortgage Marketing, Commercial Mortgages, Home Equity Loans, First Time Home Buyers, Loan Modifications, Investment Properties, Title Insurance, Real Estate Economics, Commercial Lending, Closings, HUD, Funding, Underwriting, Financial Structuring, SBA, Credit Analysis, Brokerage, Investors, Small Business Lending, Real Estate, REO, Referrals, Real Estate Transactions, VA Loans, FHA Financing

Education
William Paterson University of New Jersey   1986 — 1989
Political Science and Government

Montclair State University   1984 — 1986
Business / Political Science

Parippany High School

Experience
Kimura Acupuncture   August 2008 - Present
Hold Brothers On-Line Investment Services LLC  March 1999 - August 2008
NUF   1998 - 1999

Skills
NY & NJ state licensed..., Wellness, Equities, Holistic Health, Pain Management, Trading Systems, Equity Trading, Microsoft Office, Trading, Healthcare, Stress, Healing, Wellbeing, Research, Microsoft Excel, Risk Management, Traditional Chinese..., Acupuncture, Cupping, Alternative Medicine, Treatment, Chronic Pain

Education
Tri-State College of Acupuncture   2005 — 2008
M.S., Acupuncture

University of Minnesota-Twin Cities   1997 — 1998
BA, Economics

Brigham Young University   1996 — 1996

Experience
Kupershteyn Advisory Group LLC   November 2012 - Present
Capitalist Bull   October 1999 - Present
World Wide Markets   February 2014 - September 2014
Hold Brothers On-line Investment Services, LLC   January 2007 - August 2011
Broitman Capital   August 2010 - March 2011
Hold Brothers On-line Investment Services, LLC   July 2002 - December 2006
Andover Brokerage   August 2001 - July 2002
Worldco  August 2000 - August 2001
Alliance Capital Management  August 1997 - August 2000
American Home Products  January 1996 - May 1997

Skills
Hedge Funds, Equities, Trading, Options, Investments, Portfolio Management, Financial Markets, Investment Strategies, Fixed Income, Equity Trading, Derivatives, Technical Analysis, Stocks, Valuation, Financial Services, Proprietary Trading, Microsoft Excel, Financial Analysis, Trading Systems, Research, Mutual Funds, Equity Research, PowerPoint, Securities, Capital Markets, Customer Service, Private Equity, Finance, Series 7, Microsoft Office, Public Speaking, ETFs, Financial Risk, Alternative Investments, Emerging Markets, Asset Management, Investment Management, Fundamental Analysis, Fundamental Research, Accounting, Trading Strategies, Problem Solving, Customer Relations

Education
Montclair State University   1992 — 1997
BS, Accounting

Fair Lawn High School   1988 — 1992
High School Diploma

Experience
Rimrock Capital Management, LLC  January 2014 - Present
Self-Employed  May 2013 - December 2013
Tradewinds Global Investors, LLC  November 2010 - September 2012
Covariance Capital Management (a unit of TIAA-CREF)   June 2010 - November 2010
TIAA-CREF  September 2007 - November 2010
AllianceBernstein  June 2002 - September 2007
Hold Brothers On-line Investment Services, LLC   2001 - 2002
US Securities and Exchange Commission  1998 - 2001
Proskauer Rose LLP  1995 - 1998
Pillsbury Winthrop Shaw Pittman  1990 - 1995

Skills
Corporate Law, Securities Regulation, Investment Management, Hedge Funds, Separately Managed..., Mutual Funds, Asset Managment, Investment Company Act, SEC filings, Banking Law, Mergers and Acquisitions, Sales and Marketing..., International..., ERISA, Compliance, UCITS, Brokerage, Securities Litigation, High-Tech Industry, Alternative Investments, Investments, Asset Management, mergers and acquisitions, Equities, SEC Filings, Mergers & Acquisitions, Due Diligence, Securities, Litigation

Education
Harvard Law School   1987 — 1990
J.D., Law

Rutgers College   1983 — 1987
B.A., History/Political Science

Experience
Orange-Ulster BOCES  September 2012 - Present
Lango Bergen LLC   January 2011 - September 2012
Freelance  November 2010 - September 2012
Julian Advisory Group   January 2011 - December 2011
China Market Strategy   July 2011 - October 2011
Hold Brothers On-Line Investment Services, LLC   February 2010 - October 2010
Roster Financial Services, LLC   October 2007 - November 2009
Roster Financial  January 2007 - June 2007
Signature Financial Services, LLC   May 2005 - December 2006
First Investors Corporation  June 2001 - February 2004

Skills
Marketing, Microsoft Office, Management, Recruiting

Education
Columbia University Teachers College   2011 — 2012
Certificate Program, TCSOL

LaSalle University   2004 — 2006
MBA, Marketing

Bucknell University   1997 — 2001
BA, Sociology

Experience
Naples Asset Management Company®, LLC   January 2013 - Present
Hold Brothers On-line Investment Services, LLC   June 2011 - December 2011
Morgan Stanley Smith Barney  March 2008 - May 2011
Wells Fargo Home Mortgage  May 2006 - March 2008
WCI Mortgage   February 2005 - May 2006

Skills
Investment Strategies, Portfolio Management, Asset Allocation, Investments, Valuation, Tactical Asset..., Alternative Investments, Series 7, Asset Management, Hedge Funds, Equities, Mutual Funds, Fixed Income, Investment Management, Financial Risk, Investment Advisory, Wealth Management, Securities, Bloomberg, Bonds, Fundamental Analysis, Financial Modeling, Strategic Financial...

Education
Florida Gulf Coast University   2006 — 2009
MBA, Finance

Boston College   1989 — 1993
B.S., Finance

Coconut Creek High School   1987 — 1989
Diploma, college prep

Experience
Real Estate Heaven  May 2015 - Present
Cri-Help Inc  January 2009 - January 2014
Cookman International/Nacional Records   February 2008 - December 2008
Franklin Credit Management  March 2005 - February 2008
Hold Brothers On-line Investment Services, LLC   July 2002 - March 2005

Skills
Management, PowerPoint, Nonprofits, Business Development, Strategic Planning, Recruiting, Microsoft Office, Leadership, Outlook, Microsoft Excel, Public Speaking, Team Building, Marketing, Social Media, Event Planning, Research, Microsoft Word, Negotiation, Financial Analysis, Process Improvement, Community Outreach, Public Relations, Fundraising, Data Analysis, Sales, Social Media Marketing, Insurance, Windows, Social Networking, Account Management, Software Documentation, Project Management, Marketing Strategy, Team Leadership, Banking, Human Resources, Customer Relations, Time Management, Event Management, Real Estate, Customer Service, Interviews, Budgets, Finance, Volunteer Management, Administration, Employee Relations, QuickBooks

Education
Glendale Community College   2012 — 2014
Associate of Arts (A.A.), Social Sciences

Los Angeles Valley College   2010 — 2011
AS, Sociology

Borough of Manhattan Community College   1993 — 1997
AS, Business Administration

Experience
Beeline  October 2011 - Present
Beeline  January 2011 - September 2011
Hold Brothers On-line Investment Services, LLC   March 2008 - March 2010
HomeVestors  October 2005 - March 2008
Generic Trading of Philadelphia   December 2000 - May 2002

Skills
Visio, Salesforce.com, Leadership, CRM, Management, Analysis, Project Management, Training, Budgets, Sales, Negotiation, Vendor Management, Procurement, SaaS, Account Management, Program Management, Strategy

Education
Morristown High School

University of New Haven
BS, Criminal Justice

Experience
Primerica  October 2014 - Present
Penserra Securities LLC  March 2014 - October 2014
Axiom Capital Management  May 2013 - March 2014
State Street Bank (ACQUIRED PULSE TRADING)   November 2011 - April 2013
Pulse Trading, Inc.   December 2001 - November 2011
Hold Brothers On-line Investment Services, LLC   2000 - 2001

Skills
Trading, Equity Trading, Life Insurance, Electronic Trading, Equities, FINRA, Hedge Funds, Trading Systems, Series 63, Bloomberg, Microsoft Excel, Securities, Series 24, Hold Series 7, Market Structure, REDI, Dark Pools, Institutional..., Series 65, Financial Advisory

Education
New York University   1996 — 2000
BA, Psychology

Experience
LPL Financial  September 2014 - Present
LPL Financial  November 2013 - September 2014
Hold Brothers Capital, LLC  May 2013 - July 2013
Hold Brothers Capital, LLC  March 2011 - May 2013
Hold Brothers On-line Investment Services, LLC   December 2003 - February 2011
S. Ramanujam Consultants   January 2002 - November 2003
Campaignsoft   May 1998 - August 2000
Rexxxus Lexxxus Enterprises, Inc   February 1999 - February 2000

Skills
Equities, Series 7, Investments, Proprietary Trading, Traders, Trading Systems, Trading, Options, Technical Analysis, Financial Markets, Derivatives, Hedge Funds, Capital Markets, Risk Management, Alternative Investments, Securities, Hedging, Foreign Exchange, Portfolio Management, Electronic Trading, Asset Management, Trading Strategies, Finance, Commodity, FX trading, Currency, Financial Risk, Investment Strategies, Fixed Income, FX Options, Bonds, Bloomberg, ETFs, Equity Trading, Managed Futures, Investment Banking, Asset Allocation, Compliance, Business Development, Project Management, Valuation, Series 63, Equity Derivatives, Financial Services, Equity Research, Series 24, Mutual Funds, Structured Products, Market Making, Corporate Finance

Education
New York University - Leonard N. Stern School of Business   2000 — 2004
MS, Financial Engineering

Baruch College, City University of New York (CUNY)   2000 — 2002
MBA, Finance

Penn State University   1996 — 1998
MS, Environmental Engineering

Penn State University   1990 — 1996
BS, Mathematics

Experience
T3 Trading Group, LLC  March 2008 - Present
Assent LLC  October 2006 - March 2008
Carlin Financial Group  January 2003 - October 2006
Hold Brothers On-line Investment Services, LLC   February 2003 - December 2003
Worldco  January 2002 - March 2003

Education
City University of New York   1995 — 1999
Bachelor of Business Administration (BBA), Finance/Investments

Experience
Raymond James Financial Inc.  April 2006 - Present
Hold Brothers On-line Investment Services, LLC   September 2005 - March 2006
JonesTrading  July 2004 - March 2005
Countrywide  May 2003 - August 2003

Skills
Portfolio Management, Valuation, Asset Allocation, Financial Analysis, Microsoft Excel, Finance, Series 7, Equities, Financial Planners, Investments, Securities, Strategic Financial..., Asset Managment, Microsoft Office, Options, Management, Asset Management

Education
University of Massachusetts, Amherst   2000 — 2004
Bachelor of Arts (B.A.), Management & Economics

Columbia High School   1996 — 2000

Experience
Charles Schwab  September 2011 - Present
Miller Tabak Roberts Securities LLC  March 2008 - September 2010
Davis Securities LLC   April 2007 - March 2008
Hold Brothers On-line Investment Services, LLC   November 2004 - April 2007

Skills
Fixed Income, Equity Research, Hedge Funds, Trading, Commodity, Valuation, Bloomberg, Financial Modeling

Education
University of California, Berkeley   1999 — 2003
B.A., Economics, Philosophy

Experience
Beverly Hills Limousine Services   September 2012 - Present
Hold Brothers On-line Investment Services, LLC   2012 - December 2014
North Global Securities   August 2006 - July 2011
Red Carpet Limousine   September 2007 - November 2010
T. Rowe Price  1996 - 2004
Network Limousine   July 1997 - October 2001
LAXPRESS Executive Car & Shuttle   March 1991 - December 1993

Skills
Equities, Fixed Income, Series 7, Investments, Alternative Investments, Equity Trading, Asset Allocation, Options, Bloomberg, Finance, Series 63, Negotiation, Project Management, Securities, Asset Management, Trading, Mutual Funds, Derivatives, Financial Markets, Portfolio Management

Education
Pepperdine University   1999 — 2002
MBA, Finance

University of Southern California   1994 — 1996
Bachelor of Science, Business Administration / Finance

Santa Monica College   1992 — 1994

Experience
Bloomberg  June 2011 - Present
Bloomberg  September 2010 - June 2011
Baruch College  September 2008 - June 2010
Port Authority of New York and New Jersey  June 2009 - August 2009
Hold Brothers On-line Investment Services, LLC   August 2006 - April 2007

Skills
Bloomberg, Fixed Income, FX, Credit Derivatives, Spanish, Interest Rate..., Russian, FX Options, Derivatives, Emerging Markets

Education
Baruch College, City University of New York (CUNY)   2008 — 2010
MBA, Finance

Pace University   1999 — 2003
BBA, International Management

Experience
Triumph Capital Advisors   May 2014 - Present
ORIX  January 2006 - Present
ORIX  2006 - 2010
Hold Brothers On-line Investment Services, LLC   2001 - 2004
Ernst & Young  2000 - 2001
Deloitte & Touche  1998 - 2000

Skills
Leveraged Finance, Capital Structure, Valuation, Credit Analysis, Capital Markets

Education
Baruch College, City University of New York   2003 — 2005
MS Applied Mathematics

University of Oklahoma - Price College of Business   1994 — 1998
BAC/ BBA, Accounting & Finance

Experience
Wells Fargo Advisors  January 2013 - October 2014
Avatar Securities, LLC  2010 - December 2012
SunGard Capital Markets  2006 - 2010
Hold Brothers On-line Investment Services, LLC   2005 - 2006
Vanguard Capital  2000 - 2003
first colonial securities   1997 - 2000

Skills
Asset Managment, Equity Trading, Trading Strategies, Capital Markets, Market Risk, Asset Allocation, Risk Management, Portfolio Management

Education
Radford University   1991 — 1995

cherry hill east

Experience
HSBC  November 2013 - Present
Chase  March 2011 - November 2013
Hold Brothers On-line Investment Services, LLC   July 2008 - March 2011
Crucible Capital Group, Inc   July 2006 - July 2008

Skills
Investment Banking, Financial Analysis, Proprietary Trading, Global Business..., Retail Banking

Education
Indiana State University - Scott College of Business   2004 — 2006
Master of Business Administration

Experience
T3 Trading Group, LLC  April 2008 - September 2011
Assent, LLC  October 2006 - April 2008
Generic Trading of Philadelphia, LLC   January 2004 - September 2006
Hold Brothers On-line Investment Services, LLC   January 2003 - December 2003

Education
Brandeis University   1998 — 2002

Experience
Bank of America  July 2014 - Present
Chase Bank  April 2010 - June 2014
Hold Brothers On-line Investment Services, LLC   March 2004 - September 2009

Education
Baruch College   1996 — 2001
Bachelor of Business Administration (BBA), Finance, General

Experience
Avatar LLC   October 2008 - Present
Assent LLC  December 2007 - July 2010
Hold Brothers On-line Investment Services, LLC   September 2004 - December 2007

Skills
Financial Services, Financial Risk, Financial Analysis, US Equities, Economics, Economy, Operations Management, Life & Health Insurance...

Education
Stevens Institute of Technology   2010 — 2016
Master’s Degree

New Jersey City University, Jersey City, NJ   1999 — 2001
Bachelor of Science (BS), Economics