ICON Investments

Description

Address: 322 Houston St #108, Manhattan, KS 66502 Hours: Open ⋅ Closes 5PM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (785) 323-1501: Category: : Place name: : : : : Website: Website: http://www.iconmhk.com/ Category: Investment service 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? 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 Icon Investments Posting publicly on the Web Write a review Reviews Be the first to review

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ICON Investments Employees

Employee
Years
Job
Industry
Cliff Hong Cliff Hong Greater New York City Area Details
Cliff Hong's ICON Investments Experience October 2013 - May 2014
Job Audit Manager at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP  June 2014 - Present
ICON Investments   October 2013 - May 2014
Crowe Horwath LLP  September 2007 - October 2013
IEEE  February 2006 - September 2007

Skills
Internal Controls, SEC filings, Auditing, External Audit, Sarbanes-Oxley Act, IT Audit, US GAAP, GAAP, Analysis, CPA, Assurance, Banking, Financial Reporting, Internal Audit, SOX 404, Accounting, SEC Filings

Education
Rutgers, The State University of New Jersey-New Brunswick   2003 — 2007
BS, Accounting

Kelly Lai, CPA Kelly Lai, CPA Greater New York City Area Details
Kelly Lai, CPA's ICON Investments Experience 2010 - 2013
Job Intermediate Financial Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  2014 - Present
Morgan Stanley Wealth Management  2013 - 2014
ICON Investments   2010 - 2013
MSCI Inc.  2008 - 2009

Skills
Financial Accounting, Great Plains Software, FRx, Cognos, Microsoft Dynamics SL, Hedge Funds, SEC filings, Financial Reporting, Financial Analysis, Financial Statements, Annual Reports, XBRL, Microsoft Office, GAAP, Oracle

Education
Baruch College   2005 — 2009
BBA, Public Accounting

Paul S. Zaccaria Paul S. Zaccaria Greater St. Louis Area Details
Paul S. Zaccaria's ICON Investments Experience April 2014 - June 2014
Job Regional Vice President at CĪON Securities, LLC
Industry Financial Services
Experience
CĪON Securities, LLC   June 2014 - Present
ICON Investments   April 2014 - June 2014
ICON Investments   October 2012 - April 2014
Morgan Stanley  September 2012 - October 2012
Morgan Stanley Smith Barney  August 2010 - September 2012

Skills
FINRA Series 7 License, FINRA Series 63 License, FINRA, Training, Marketing, Leadership, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, Social Media Marketing

Education
Johnson & Wales University   2006 — 2010
Bachelor of Science, Business Management

Ben Shellington Ben Shellington Boston, Massachusetts Details
Ben Shellington's ICON Investments Experience June 2011 - May 2012
Job Assistant Project Manager
Industry Construction
Experience
Allstate Glass   May 2014 - Present
Chimera Securities  June 2012 - May 2014
ICON Investments   June 2011 - May 2012
Brown Brothers Harriman  June 2010 - August 2010
UBS Wealth Management  February 2010 - June 2010
Cushman & Wakefield  June 2008 - August 2008

Skills
Credit Analysis, Technical Analysis, Equity Trading

Education
Trinity College-Hartford   2007 — 2011
Bachelor of Science, Economics

Tuck Business Bridge Program at Dartmouth   2009 — 2009
Corporate Finance/Accounting

Noble and Greenough School   2001 — 2007
High School

Eric Pinero Eric Pinero Greater New York City Area Details
Eric Pinero's ICON Investments Experience July 2013 - Present
Job Director and Securities Counsel at ICON Investments
Industry Law Practice
Experience
ICON Investments   July 2013 - Present
Hodgson Russ LLP  April 2007 - February 2013
Sichenzia Ross Friedman Ference LLP  September 2004 - April 2007

Skills
Securities Law, Mergers, Venture Capital, Securities, Private Equity

Education
Brooklyn Law School   1999 — 2003
JD

Roger Williams University   1994 — 1998
BS, Political Science and History

Joe Perino Joe Perino Greater Boston Area Details
Joe Perino's ICON Investments Experience January 2013 - August 2013
Job US Investment Services
Industry Investment Banking
Experience
State Street  January 2015 - Present
State Street Alternative Investment Solutions  June 2014 - December 2014
State Street  October 2013 - September 2014
ICON Investments   January 2013 - August 2013
NorthPoint Marine   May 2011 - August 2011

Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Derivatives, Finance, Portfolio Management, Securities, PowerPoint, Microsoft Office, Data Analysis, Accounting, Microsoft Excel, Financial Analysis, Leadership, Mutual Funds, Account Reconciliation, Fund Accounting, Fixed Income

Education
University of Massachusetts Dartmouth   2009 — 2012
Bachelor of Science (B.S.), Finance, Investment

University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Finance, General

Mark Gatto Mark Gatto Greater New York City Area Details
Mark Gatto's ICON Investments Experience January 2008 - Present
Job
Industry Investment Management
Experience
ICON Investments   January 2008 - Present

Skills
Alternative Investments, Investments, Series 7, Private Equity, Hedge Funds, Series 63, Equities, Bloomberg, Securities, Asset Management, Investment Management, Mutual Funds, Capital Markets, Fixed Income, Asset Allocation

Education
Seton Hall University   1996 — 1999
Master of Business Administration (M.B.A.), Finance, General

Seton Hall Law School   1995 — 1998
Doctor of Law (JD)

Alexander Hayek Alexander Hayek New York, New York Details
Alexander Hayek's ICON Investments Experience October 2013 - Present
Job Associate at ICON Investments
Industry Financial Services
Experience
ICON Investments   October 2013 - Present
Dow Jones  May 2013 - October 2013
Waddell & Reed  March 2013 - May 2013
Northwestern Mutual  December 2011 - March 2013

Skills
Life Insurance, Bloomberg Terminal, DJX, Factiva, Outlook, Access, Fixed Annuities, Disability Insurance, Retirement, Microsoft Word, Long-term Care, Strategic Financial..., Microsoft Excel, Microsoft Exchange, PowerPoint, Finance, Training

Education
The University of Connecticut   2009 — 2013
Bachelor of Science (B.S.), Business and Economics, 3.87

Arthur Nowak, CFA Arthur Nowak, CFA New York, New York Details
Arthur Nowak, CFA's ICON Investments Experience March 2011 - February 2013
Job AVP, Investment Analyst at Fred Alger Management, Inc.
Industry Financial Services
Experience
Fred Alger Management, Inc.   July 2014 - Present
Fred Alger Management, Inc.   April 2013 - June 2014
Icon Investments   March 2011 - February 2013
Wells Fargo Advisors  March 2009 - March 2011

Skills
CFA Level 3 Candidate, Series 7, Series 66, Series 3, Microsoft Excel, PowerPoint, Microsoft Word, DST Sales Connect, ThomsonReuters..., FINRA, Uniform Combined State..., Asset Allocation, Chartered Financial..., Mutual Funds, Marketing, Finance, Series 63

Education
SUNY at Buffalo   2003 — 2007
Bachelor of Science (BS), Finance, General

Barrett Keller Barrett Keller Greater New York City Area Details
Barrett Keller's ICON Investments Experience March 2014 - Present
Job Regional Marketing Director at ICON Investments
Industry Financial Services
Experience
ICON Investments   March 2014 - Present
Fidelity Investments  May 2012 - March 2014
Oppenheimer & Co.   November 2004 - May 2012

Skills
Series 7

Education
Gettysburg College   1997 — 2001
BA, Business Management

Salisbury School   1994 — 1997

Michael F. Morosky Michael F. Morosky Greater New York City Area Details
Michael F. Morosky's ICON Investments Experience April 2013 - June 2014
Job Auditor at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP  January 2015 - Present
Crowe Horwath LLP  June 2014 - August 2014
ICON Investments   April 2013 - June 2014
The Vix Group LLC   March 2012 - March 2013
Suffolk County National Bank  February 2011 - January 2012

Skills
Social Networking, Internet Explorer, Excel, Customer Service, Customer Relations, Creative Writing, Speech Writing, Creative Problem Solving, Creative Strategy, Creative Concept..., Great Plains Software, Accounting, Microsoft Excel, Financial Analysis

Education
Bernard M. Baruch College   2012 — 2014
Accountancy/ Monitary Economics, Overall -3.5 Major- 3.7

Suffolk Community College   2009 — 2011
Liberal Arts, 3.8

Bernard M. Baruch College
BBA, Accountancy

Suffolk County Community College
AAS, Liberal Arts

Peter Chandler, CFP®, MBA Peter Chandler, CFP®, MBA Greater New York City Area Details
Peter Chandler, CFP®, MBA's ICON Investments Experience July 2012 - Present
Job Regional Vice President at ICON Investments
Industry Financial Services
Experience
ICON Investments   July 2012 - Present
Sun Life Financial  April 2005 - January 2012
Hartford/Planco  March 2003 - April 2005
Northern NJ   September 2002 - March 2003

Skills
Series 7, Series 63, CFP®, Alternative Investments, Public Speaking, Annuities, Retirement Planning, Investment Planning, Estate Planning, Insurance, Fixed Annuities, 401k, Asset Allocation, Financial Planning, Investments, Mutual Funds, Retirement, Securities, Series 6, Strategic Financial...

Education
University of Southern Maine, MBA   2000 — 2001
MBA, Marketing and Finance

State University of New York College at Potsdam   1994 — 1998
Bachelor of Arts, Industrial Labor Relations

Pete Finlay Pete Finlay Jacksonville, Florida Area Details
Pete Finlay's ICON Investments Experience March 2008 - December 2013
Job Principal at Ardentis LLC
Industry Financial Services
Experience
Ardentis LLC   February 2014 - Present
ICON Investments   March 2008 - December 2013
Landsbanki Commercial Finance   February 2006 - March 2008
GMAC Commercial Finance  March 2003 - February 2006
Bell Labs Lucent Technologies  July 2000 - March 2003
Transamerica Leasing  January 1997 - July 1999
Barclays Mercantile   1986 - 1997
National Westminster Bank  1979 - 1986

Skills
Corporate Finance, Structured Finance, Asset Based Lending, Syndications, Finance, Mentoring, Corporate Sales..., Financial Structuring, Portfolio Management, Cash Management, Financial Services, Management, Financial Analysis, Banking, Project Finance, Investment Banking, Restructuring, Investments, Trade Finance, Valuation, Financial Modeling, Hedge Funds, Leveraged Finance, Alternative Investments, Equities, Due Diligence, Credit Analysis, Fixed Income, Mergers & Acquisitions, Asset Management, Securities, Financial Markets, Venture Capital, Structured Products, Loans, Funding, Financial Advisory, Credit, Private Placements, Derivatives, M&A experience, LBO, Bloomberg, Mutual Funds, Wealth Management, ABS, Emerging Markets, Risk Management, Credit Risk, Private Equity

Education
Cass Business School   1995 — 1997
MBA, Structured Finance

Chartered Institute of Bankers
ACIB, Banking & Finance

Chartered Institute of Bankers
DipFS, Financial Studies Dilpoma

Jonathan Golan Jonathan Golan Greater New York City Area Details
Jonathan Golan's ICON Investments Experience December 2014 - Present
Job
Industry Accounting
Experience
ICON Investments   December 2014 - Present
Friedman LLP  July 2013 - December 2014
The Draft House   January 2013 - November 2013
Spicy`s   May 2008 - September 2013
SHI International Corp.  February 2013 - July 2013
Jackson Hewitt  January 2013 - May 2013
Work Out World  January 2013 - May 2013
Regional Capital Group, LLC   October 2012 - January 2013
Temporary Positions at Nightclubs in Philly   October 2010 - October 2012
Ronald Sandler CPA   June 2012 - September 2012

Skills
Accounting, Microsoft Word, Income Tax, Microsoft Excel, Financial Reporting, QuickBooks, Financial Analysis, Microsoft Office, PowerPoint, CPA, Customer Service, Accounts Payable, Finance, Accounting, Bartending, Investments, Due Diligence, Strategic Communications, Accounts Receivable, Auditing, Financial Accounting, Real Estate, Alternative Investments, Loans, Loan Origination, Treasury, SEC Financial Reporting, BDCs

Education
Rowan University   2008 — 2012
Bachelor of Science (B.S.) in Accounting, Accounting

Ocean Township High School   2003 — 2007

Christopher Steiner Christopher Steiner Houston, Texas Details
Christopher Steiner's ICON Investments Experience December 2006 - January 2008
Job Christopher Steiner is an Owner at Lux Remodeling LLC
Industry Construction
Experience
Lux Remodeling LLC   May 2013 - Present
Houston Habitat for Humanity  February 2012 - April 2013
Hinduja Capital Advisors, Inc.   February 2008 - July 2011
ICON Investments   December 2006 - January 2008
International Fund Services (Ireland) Ltd, A State Street Company   December 2005 - December 2006

Skills
Valuation, Investments, Financial Modeling, Financial Analysis, Microsoft Excel, Project Management, Budgets, Business Development, Due Diligence, Hedge Funds, Financial Services, Risk Management, Real Estate, Banking, Trading, Entrepreneurship, Carpentry, Corporate Finance, Start-ups, Venture Capital, Roofers, Home Renovation

Education
University of Colorado Boulder   2001 — 2005
B.A., Economics

New Mexico Military Institute   2000 — 2001
Business

David Verlizzo David Verlizzo New York, New York Details
David Verlizzo's ICON Investments Experience May 2005 - Present
Job Senior Managing Director & Counsel, Chief Compliance Officer at ICON Investments
Industry Financial Services
Experience
ICON Investments   May 2005 - Present
Cohen, Tauber, Spievack & Wagner   September 2001 - May 2005
Graubard Mollen & Miller   April 2000 - May 2001
Ruskin, Moscou Evans & Faltischek, P.C.   September 1998 - April 2000

Skills
Corporate Finance, Corporate and..., Structured Finance, Investments, Capital Markets, Alternative Investments, Corporate Law, Restructuring, Public and private..., Securities, Securities Regulation, Due Diligence

Education
Hofstra University School of Law   1995 — 1998
Doctor of Law (JD)

University of Scranton   1991 — 1995
Bachelor of Science (BS), Political Science and Government

Michael Klisares Michael Klisares Overland Park, Kansas Details
Michael Klisares's ICON Investments Experience August 2013 - July 2014
Job Regional Director at Cantor Fitzgerald & Co.
Industry Financial Services
Experience
Cantor Fitzgerald  September 2015 - Present
Highland Capital Management, L.P.   June 2014 - July 2015
ICON Investments   August 2013 - July 2014
Behringer Harvard  2002 - March 2013
Allmerica Financial  1992 - 2002
Eden Financial   1985 - 1992
AG Edwards  1981 - 1985
Burroughs  1977 - 1981

Skills
Series 7, Investments, Mutual Funds, Fixed Annuities, Series 63, Retirement Planning, Alternative Investments, Real Estate Transactions, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, FINRA, Insurance, Financial Planning, ETFs, Real Estate, Investment Strategies, Uniform Combined State...

Education
Iowa State University   1973 — 1977
Bachelor, Finance

Svetlana Yatskevich Svetlana Yatskevich Greater New York City Area Details
Svetlana Yatskevich's ICON Investments Experience March 2014 - August 2014
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  August 2014 - Present
ICON Investments   March 2014 - August 2014
ICON Investments   March 2012 - February 2014
1199 National Benefit Fund  July 2010 - February 2012
MetLife Financial Services  2009 - 2010

Skills
Investments, Financial Analysis, Investment Banking, Microsoft Excel, Corporate Finance, Bloomberg, Bloomberg Terminal, Fixed Income, Accounting, Financial Reporting, Financial Modeling, Due Diligence, Portfolio Management, Asset Management, Derivatives, Analysis, Risk Management, Finance, Equities, Valuation, Securities, Alternative Investments, Hedge Funds, Capital Markets, Financial Markets, Private Equity, Financial Accounting, Structured Finance

Education
City University of New York-Baruch College   2007 — 2009
Bachelor of Business Administration (BBA), Finance and Investments

Derek Schwartz Derek Schwartz Huntingdon Valley, Pennsylvania Details
Derek Schwartz's ICON Investments Experience October 2013 - Present
Job National Sales Manager at ICON Investments
Industry Financial Services
Experience
ICON Investments   October 2013 - Present
ICON Securities Corp.   April 2008 - October 2013
Legg Mason  January 2007 - April 2008
Legg Mason  January 2004 - January 2007

Skills
Separately Managed..., Series 63, Series 7, Series 6, Mutual Funds, Series 65, Uniform Combined State..., Series 24, 529 Plans, 401k, FINRA, Retirement Planning, ETFs, Fixed Annuities, Asset Allocation

Education
Syracuse University   1991 — 1994
Communications

Scott Oakford Jr. Scott Oakford Jr. Greater New York City Area Details
Scott Oakford Jr.'s ICON Investments Experience August 2014 - December 2014
Job Family Office Investments
Industry Financial Services
Experience
Green Arc, LLC   April 2015 - Present
ICON Investments   August 2014 - December 2014
Hamilton Robinson Capital Partners  March 2009 - August 2014
Camulos Capital LP   May 2007 - August 2007

Skills
Private Equity, M&A experience, Business Development, Venture Capital, Corporate Finance, Mergers & Acquisitions, Valuation, Corporate Development, Due Diligence, Hedge Funds, LBO, Capital, Investments, Private Placements, Leveraged Finance, Restructuring, Investment Banking, Equities, Capital Markets, Asset Management

Education
Roanoke College   2004 — 2008

Darien High School

Guillermo Alvarez-Calderon Guillermo Alvarez-Calderon Greater New York City Area Details
Guillermo Alvarez-Calderon's ICON Investments Experience December 2008 - Present
Job Senior Vice President ICON Investments
Industry Financial Services
Experience
ICON Investments   December 2008 - Present
AllianceBernstein  June 2000 - December 2008

Skills
FINRA Series 7, FINRA Series 39, FINRA Series 63, Alternative Investments, Mutual Funds, Business Development, Investments, Asset Managment, Investment Advisory, International Sales, International Marketing

Education
Lafayette College   1996 — 2000
Business / Economics

Darien High School

Grant Sieron Grant Sieron New York, New York Details
Grant Sieron's ICON Investments Experience May 2012 - Present
Job Sales and Marketing Director at ICON Investments
Industry Financial Services
Experience
ICON Investments   May 2012 - Present

Skills
Financial Modeling, Alternative Investments, Hedge Funds, Securities, Valuation, Series 63, PowerPoint, Microsoft Excel, Investments, Series 7, Financial Analysis, Bloomberg, Private Equity, Leadership

Education
Princeton University   2007 — 2011
Bachelor of Arts (B.A.), Economics

Kaity Chang Kaity Chang Greater New York City Area Details
Kaity Chang's ICON Investments Experience January 2012 - Present
Job Associate Director at ICON Capital Corp.
Industry Accounting
Experience
ICON Investments   January 2012 - Present
Fuoco Group  January 2007 - January 2012

Skills
Internal Controls, Auditing, Financial Reporting, Financial Statements, Accounting, Sarbanes-Oxley Act, QuickBooks, Tax Returns, Internal Audit, External Audit, SEC filings, US GAAP, Account Reconciliation, General Ledger, Accounts Receivable, Finance, Financial Analysis, Corporate Tax, Tax Accounting, Tax Preparation, Financial Accounting, GAAP, Consolidation

Education
Baruch College   2004 — 2008
BBA, Finance

Gabrielle Miller Gabrielle Miller New York, New York Details
Gabrielle Miller's ICON Investments Experience February 2014 - Present
Job Corporate Associate at ICON Investments
Industry Financial Services
Experience
ICON Investments   February 2014 - Present
The Wall Street Coach   February 2012 - February 2014

Skills
Wine

Education
City University of New York-Hunter College   2009 — 2013
Bachelor of Arts (B.A.), Thomas Hunter Honors in Political Science and French Language and Culture

Stephen Roman Stephen Roman Greater New York City Area Details
Stephen Roman's ICON Investments Experience July 2013 - Present
Job Vice President at ICON Investments
Industry Financial Services
Experience
ICON Investments   July 2013 - Present
Hire Counsel  November 2012 - June 2013
Chicago Law Firm   2010 - 2011
FXCM  January 2005 - July 2008

Skills
FX, Financial Markets, Research, Derivatives, FX trading, Compliance, Economics, Statistics, Portfolio Management, Analysis, FX Options, Financial Risk, Financial Modeling, Trading Systems, Equity Research, Equities, Trading, Valuation, Alternative Investments, Options, Electronic Trading, Securities, Bloomberg, Currency, Proprietary Trading, Hedge Funds, Capital Markets

Education
Northwestern University School of Law   2008 — 2011
JD

New York University

Brian Goehl, CIMA® Brian Goehl, CIMA® Indianapolis, Indiana Area Details
Brian Goehl, CIMA®'s ICON Investments Experience March 2013 - October 2014
Job Vice President at Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.
Industry Investment Management
Experience
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.   October 2014 - Present
ICON Investments   March 2013 - October 2014
DWS Investments/Deutsche Bank   May 2006 - February 2013
MFS Investment Management  March 2004 - May 2006
Wells Real Estate Funds  March 2002 - April 2004

Skills
Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Financial Advisory, Fixed Annuities, 401k, Real Estate, Wealth, Sales Operations, Series 7, Commodity, Series 63, Securities, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Public Speaking

Education
University of Pennsylvania - The Wharton School   2005 — 2006
CIMA, Investment Management

Strategic Coach   2005 — 2005
Business/Time Management

Communicate to Connect   2004 — 2004
Public Speaking

SpeakEasy   2002 — 2002
Public Speaking

Purdue University   1991 — 1996
Bachelor of Science (BS)

Tony Habib Tony Habib Toronto, Canada Area Details
Tony Habib's ICON Investments Experience October 2006 - July 2009
Job Advertising Manager, Digital Marketer, Creative Consultant
Industry Marketing and Advertising
Experience
Toronto Film School at RCC Institute of Technology  March 2015 - June 2015
Federal Graphics   December 2014 - March 2015
TheNetworkOne/Viola   July 2009 - November 2014
RATIO-ME   August 2005 - November 2014
ICON Investments   October 2006 - July 2009
V Advertising   May 2005 - October 2006
BV Advertising   September 2002 - May 2005

Skills
Creative Direction, Strategic Communications, Brand Management, Advertising, Marketing..., Brand Development, Integrated Marketing, Conceptualization /..., Corporate Communications, Art Direction, Consulting, Marketing Strategy, Events Organisation, Brand Architecture, Project Management, Creative Writing, Brainstorm Facilitation, Creative Problem Solving, Corporate Branding, Design Thinking, Integrated Marketing..., Delivering Results, Creative Strategy, Multi-Cultural Team..., Facilitation, Interactive Advertising, Logo Design, Marketing, Marketing Communications, Outdoor Advertising, Market Planning, Brand Awareness, Concept Development, Online Advertising, Internal Communications, Creative Solutions, Media Relations, Social Media Marketing, Digital Marketing, Event Management, Competitive Analysis, Management, Project Planning, Marketing Management, Leadership, Market Research, Corporate Identity, Communications Planning, Event Planning, Crisis Communications

Education
University of Toronto
Certificate, Digital Marketing Management

Australian Institute of Business   2010 — 2012
Master of Business Administration (MBA), Business Administration / Marketing Management

School of Architecture - Fine Arts Faculty   1997 — 2002
Bachelor of Architecture (BArch), Architecture and Urban Design

Louis Greco Louis Greco New York, New York Details
Louis Greco's ICON Investments Experience March 2015 - Present
Job Regional Director at CION Securities
Industry Investment Management
Experience
ICON Investments   March 2015 - Present
AllianceBernstein  August 2012 - March 2015
ADP Retirement Services  August 2011 - August 2012

Skills
Series 7, Microsoft Office, Salesforce.com, 401k, Microsoft Word, Series 63, PowerPoint, Sales, Social Media, Financial Analysis, Retirement Planning, Financial Advisory, Microsoft Excel, Retirement, CRM, Finance, Leadership, Public Speaking

Education
Muhlenberg College   2007 — 2011
Bachelors, Business Administration & Political Science

Muhlenberg College   2007 — 2011
Bachelor’s Degree, Business Administration and Management, General + Political Science

Sean Connor Sean Connor Greater New York City Area Details
Sean Connor's ICON Investments Experience January 2009 - December 2012
Job Managing Director CĪON Investment Corporation
Industry Financial Services
Experience
CĪON Investment Corp.   January 2012 - Present
ICON Investments   January 2009 - December 2012
ICON Capital Corp.  January 2007 - December 2008
ICON Capital Corp.  June 2005 - December 2006

Skills
Structured Finance, Private Equity, Financial Modeling, Valuation, Alternative Investments, Due Diligence, Financial Analysis

Education
Columbia University in the City of New York   2001 — 2005
Bachelor of Arts (B.A.), Economics

Tobias Backer Tobias Backer Greater New York City Area Details
Tobias Backer's ICON Investments Experience April 2009 - Present
Job at ICON Capital Corp.
Industry Financial Services
Experience
ICON Investments   April 2009 - Present
Fortis  June 2007 - April 2009
Fortis  April 2005 - June 2007
Fortis  July 2002 - April 2005
Fortis  February 2000 - July 2002
Den norske Bank ASA, New York Branch   January 1997 - February 2000
Den norske Bank ASA   January 1996 - January 1997

Skills
Structured Finance, Corporate Finance, Capital Markets, Financial Structuring, Banking, Project Finance, Investment Banking, Risk Management, Credit Analysis, Private Equity, Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Mergers, Investments, Restructuring

Education
Boston University   1992 — 1995
BA, International Relations

Boston University Questrom School of Business   1992 — 1995
BS, Business Administration (Concentration in Finance)

Oslo Handelsgymnasium   1988 — 1991

slemdal   1985 — 1988

Laura Dunn Laura Dunn Greater New York City Area Details
Laura Dunn's ICON Investments Experience February 2014 - Present
Job Vice President, National Relationship Mangement at ICON Investments
Industry Financial Services
Experience
ICON Investments   February 2014 - Present
ICON Investments   April 2011 - February 2014
ICON Securities   April 2010 - April 2011
Cole Capital  May 2009 - March 2010
MFS Investment Management  January 2007 - May 2009

Skills
Series 7, Alternative Investments, Key Account Mangement, Series 6, Series 63, Mutual Funds, Relationship Management

Education
University of Pittsburgh   2000 — 2002

East Stroudsburg University of Pennsylvania   2002 — 2004

Ethan Richerson Ethan Richerson San Francisco Bay Area Details
Ethan Richerson's ICON Investments Experience 2007 - 2009
Job Talent
Industry Staffing and Recruiting
Experience
Ruby Peak   2014 - Present
Scalar Partners   2011 - 2013
ATEL Capital Group  2010 - 2011
Iron Capital   2009 - 2010
ICON Investments   2007 - 2009
Empire Financial  2006 - 2007

Skills
Recruiting, Full-life Cycle..., Talent Acquisition, Internet Recruiting, Financial Sales, Alternative Investments, Equities, Securities, Valuation, Investment Banking, Private Placements, Sales Finance, CRM, Venture Capital, CRM Databases, Talent Pipelining, Finance, Management, Investments, Customer Service, Sales, Leadership, Marketing, Microsoft Office

Education
Southern Methodist University Dedman School of Law
Juris Doctor (J.D.), Law

The University of Texas at Austin - Red McCombs School of Business
Bachelor's Degree, Business Administration: Finance/Marketing

Nicholas Sinigaglia Nicholas Sinigaglia Greater New York City Area Details
Nicholas Sinigaglia's ICON Investments Experience March 2008 - September 2014
Job Principal Accounting Officer at OnDeck
Industry Financial Services
Experience
OnDeck  December 2014 - Present
ICON Investments   March 2008 - September 2014
Smart Online  February 2006 - March 2008
Ray-X Medical Management   June 1997 - February 2005
Arthur Andersen  1991 - 1997

Skills
SEC filings, Accounting, Financial Reporting, GAAP, Sarbanes-Oxley Act, US GAAP, CPA, Financial Statements, Finance, Financial Analysis, Management, Consolidation, Corporate Finance, Internal Controls, SEC Filings, Account Reconciliation, Auditing, Cash Flow, Due Diligence, Financial Accounting, General Ledger, Internal Audit, Financial Modeling

Education
State University of New York at Albany   1987 — 1991
Bachelor of Science (BS), Accounting

Sarah Lewis Marino Sarah Lewis Marino Greater New York City Area Details
Sarah Lewis Marino's ICON Investments Experience August 2013 - June 2014
Job Senior Region Counsel, NAM (US) at MasterCard
Industry Law Practice
Experience
MasterCard  July 2014 - Present
ICON Investments   August 2013 - June 2014
Gleacher & Company  May 2010 - June 2013
Wachtell, Lipton, Rosen & Katz   September 2003 - April 2010
Research Analyst at Glassman-Oliver Economic Consultants   1999 - 2000

Skills
Corporate Governance, Mergers & Acquisitions, Corporate Law, Securities, Private Equity, Joint Ventures, Securities Regulation, Legal Writing, Legal Advice, Contract Negotiation, Due Diligence, Investment Banking, Finance, Legal Research

Education
University of Pennsylvania Law School   2000 — 2003
JD

The Johns Hopkins University   1995 — 1999
BA, Economics and Political Science

Greensburg Salem High School

Alexis Foucek Alexis Foucek Greater New York City Area Details
Alexis Foucek's ICON Investments Experience March 2010 - Present
Job Director at ICON Investments
Industry Accounting
Experience
ICON Investments   March 2010 - Present
Ernst & Young  September 2005 - March 2010

Skills
Financial Reporting, Black Belt, Financial Analysis, Financial Modeling, Corporate Finance, Financial Accounting, Golf

Education
Lehigh University - College of Business and Economics   2001 — 2005

Sybille Andaur Sybille Andaur New York, New York Details
Sybille Andaur's ICON Investments Experience January 2012 - January 2014
Job Shipping, Offshore & Logistics
Industry Financial Services
Experience
DNB  October 2014 - Present
Deutsche Bank  May 2014 - October 2014
ICON Investments   January 2012 - January 2014
BNP Paribas  June 2010 - November 2011
Fortis Capital Corp.   2007 - 2010
Fortis Bank  2004 - 2007
DVB Bank AG   2003 - 2003

Skills
Corporate Finance, Banking, Structured Finance, Financial Modeling, Risk Management, Financial Analysis, Investment Banking, Capital Markets, Project Finance, Finance

Education
Université Panthéon Sorbonne (Paris I) / IAE Paris   2001 — 2003
Masters, International Transportation

Stockholm University   2001 — 2002
Exchange Program, Finance

Université Panthéon Sorbonne (Paris I) / IAE Paris   1998 — 2001
Bachelors, Dual Major: Finance & Economics

Lycee Francais Louis Pasteur   1998 — 1998

University of Cambridge

University of Cambridge

Karen Tam Karen Tam Greater New York City Area Details
Karen Tam's ICON Investments Experience January 2014 - December 2014
Job
Industry Financial Services
Experience
Angelo, Gordon & Co.   January 2015 - Present
ICON Investments   January 2014 - December 2014
ICON Investments   May 2012 - January 2014
Euro Pacific Capital  May 2010 - May 2012
Creative Financial Staffing  October 2007 - April 2010
Bank of New York Mellon  June 2007 - September 2007

Skills
Email Marketing, Graphic Design, Online Marketing, Direct Marketing, Marketing Communications, Project Management, Adobe Creative Suite, Lead Generation, Database Marketing, Event Planning, Vendor Management, Alternative Investments, Presentation Design, Financial Services, BDCs, CRM, Social Networking, Analytics, Microsoft Excel, Finance, Marketing

Education
Boston University Questrom School of Business   2003 — 2007
Bachelor of Science in Business Administration, Finance, Accounting

Boston Latin School   1997 — 2003

Jessica Fernandez Jessica Fernandez Greater New York City Area Details
Jessica Fernandez's ICON Investments Experience January 2009 - April 2013
Job AVP Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  January 2015 - Present
Eagle Strategies, LLC  April 2013 - December 2014
ICON Investments   January 2009 - April 2013
AllianceBernstein  January 2004 - January 2009
AllianceBernstein  2004 - 2005
Morgan Stanley  January 2003 - January 2004

Skills
Marketing Strategy, Marketing Communications, Business Development, Investments, Marketing Management, Marketing, Management, Financial Services, Mutual Funds, Leadership, Alternative Investments, Project Management, Portfolio Management, Sales, Asset Management, Product Marketing, Series 7, Forecasting, Finance

Education
Monmouth University
Bachelor of Science, Finance

Gregory Schill Gregory Schill Greater New York City Area Details
Gregory Schill's ICON Investments Experience February 2012 - Present
Job Managing Director at ICON Investments
Industry Financial Services
Experience
ICON Investments   February 2012 - Present
ICON Capital Corp.  April 2011 - February 2012
ICON Capital Corp.  April 2007 - March 2011
ICON Capital Corp.  October 2006 - March 2007
ICON Capital Corp.  May 2003 - October 2006
ICON Capital Corp.  July 2001 - May 2003

Education
Columbia University in the City of New York

Eric Belgard Eric Belgard Greater New York City Area Details
Eric Belgard's ICON Investments Experience June 2013 - Present
Job Regional Marketing Director at ICON Investments
Industry Financial Services
Experience
ICON Investments   June 2013 - Present
Morgan Stanley  June 2011 - June 2013
Quinnipiac University, Investment Club   October 2007 - May 2011
Quinnipiac University  August 2007 - May 2011
Morgan Stanley Smith Barney  June 2010 - August 2010
Wells Fargo Advisors  February 2010 - May 2010
UBS Financial Services  August 2009 - February 2010

Skills
Investments, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Series 7, Access, Valuation, Finance, Strategic Financial..., Mutual Funds, Fixed Income, Asset Allocation, Hostage Negotiator, Investment Strategies

Education
Quinnipiac University - School of Business   2007 — 2011
Bachelor of Science (B.S.), Finance, Economics

Quinnipiac University - School of Business   2007 — 2011
Finance and Economics

Carmine Cozelino Carmine Cozelino Greater New York City Area Details
Carmine Cozelino's ICON Investments Experience December 2008 - May 2014
Job Vice President – Sales and Marketing at SQN Securities, LLC
Industry Financial Services
Experience
SQN Investment Group   August 2014 - Present
ICON Investments   December 2008 - May 2014
AllianceBernstein  December 2006 - November 2008
OppenheimerFunds  December 2005 - December 2006
JP Morgan Chase  January 2002 - December 2005
Joseph Gunnar and Co, LLC   June 2000 - January 2002

Skills
Outlook, PowerPoint, Microsoft Excel, Asset Management, Presentation Training, Sales Training, Alternative Investments, General Securities..., Sales Management, Marketing, Securities, Finance, CRM, Financial Planning, Financial Advisory, Financial Services, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Series 7

Education
Hofstra University   1997 — 1999
Batchelors of Arts, Political Science, minor in International Affairs

Nassau Community College   1994 — 1997
A.A., Liberal Arts

St Mary's High School   1990 — 1994

Hardeep Saini Hardeep Saini New York, New York Details
Hardeep Saini's ICON Investments Experience June 2010 - February 2014
Job Managing Director at ABPrivate Credit Investors
Industry Financial Services
Experience
AB  May 2015 - Present
ICON Capital Corp.  March 2014 - April 2015
ICON Investments   June 2010 - February 2014
ICON Capital Corp.  February 2008 - May 2010
SMBC-CM  2007 - 2008
Data Synapse   2006 - 2006

Skills
Structured Finance, Capital Markets, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Financial Analysis, Equities, Investment Banking, Loans, Risk Management, Private Equity, Investments, Finance, Financial Structuring, Banking, Portfolio Management

Education
University of Mumbai
B.E., Computers

Zicklin School Of Business, Baruch College
MBA, Finance & Investments

Peter Ruffini Peter Ruffini New York, New York Details
Peter Ruffini's ICON Investments Experience September 2008 - May 2013
Job Lending & Compliance Counsel
Industry Financial Services
Experience
Patriarch Partners  June 2013 - Present
ICON Investments   September 2008 - May 2013
Law Offices of Philip J Rizzuto PC   November 2007 - September 2008

Skills
Securities, Private Equity, Due Diligence, Mergers, Private Placements, Alternative Investments, Mergers & Acquisitions, Corporate Law, Hedge Funds, Financial Analysis, Structured Finance, Securities Regulation, Equities, Corporate Finance, Capital Markets, Series 7, Restructuring, Asset Management, Investments

Education
Touro College Jacob D. Fuchsberg Law Center   2003 — 2006
J.D.

Long Island University, C.W. Post Campus   1999 — 2003
BS, Business Administration - Finance

Alan Pak Alan Pak New York, New York Details
Alan Pak's ICON Investments Experience May 2012 - April 2013
Job Senior Tax Manager at Deloitte
Industry Financial Services
Experience
Deloitte  May 2013 - Present
ICON Investments   May 2012 - April 2013
Deloitte  February 2006 - May 2012
Panda Restaurant Group  August 2004 - January 2006

Skills
Tax, Accounting, International Tax, Income Tax, Tax Advisory, Tax Accounting, Tax Research, Corporate Tax

Education
University of California, Santa Barbara   2002 — 2004
BA, Accounting/Business Economics

BHJS

David Saad David Saad Greater New York City Area Details
David Saad's ICON Investments Experience February 2014 - Present
Job Associate at ICON Investments
Industry Capital Markets
Experience
ICON Investments   February 2014 - Present
Grant Thornton LLP  September 2012 - February 2014
Middlegate Capital Management   June 2011 - August 2011
Almar Sales Group   July 2009 - August 2009
Leshkowitz & Company LLP   July 2007 - August 2007

Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Capital IQ, Accounting, Microsoft Excel, Financial Reporting, Due Diligence, Business Valuation, PowerPoint, Data Analysis, Bloomberg, Microsoft Office, Mergers, Internal Controls, Management Consulting, DCF, Equity Research, Economics

Education
Emory University - Goizueta Business School   2008 — 2012
Bachelor of Business Administration, Finance, Accounting, Analytic Consulting

Ramaz Upper School   2004 — 2008
High School

Sean Toohill Sean Toohill New York, New York Details
Sean Toohill's ICON Investments Experience June 2014 - Present
Job Assistant Vice President at CION Securities
Industry Financial Services
Experience
ICON Investments   June 2014 - Present
ICON Investments   March 2011 - Present
JPMorgan Chase  November 2008 - February 2010
Oppenheimer & Co.   February 2008 - May 2008
John Thomas Financial  August 2007 - January 2008

Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Separately Managed..., Investments, Asset Allocation, Asset Management

Education
Muhlenberg College   2003 — 2007
BA, Business

Joshua Pak Joshua Pak Greater New York City Area Details
Joshua Pak's ICON Investments Experience October 2013 - Present
Job Associate at ICON Investments
Industry Financial Services
Experience
ICON Investments   October 2013 - Present
Tunstall Americas  August 2012 - October 2013
ALPS Price Meadows  July 2011 - May 2012
Four Winds Interactive  December 2010 - July 2011

Skills
Hedge Funds, Bloomberg, Finance, Financial Modeling, Financial Reporting, Financial Accounting, Financial Analysis

Education
University of Colorado at Boulder   2006 — 2010
Bachelor's degree, Accounting

Arthur Trestin Arthur Trestin Staten Island, New York Details
Arthur Trestin's ICON Investments Experience 2008 - 2013
Job Sales & Marketing Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale  December 2013 - Present
ICON Investments   2008 - 2013
Lehman Brothers  September 2004 - March 2008
Neuberger Berman  February 2003 - August 2004

Skills
Mutual Funds, Securities, Series 7, Series 63, Alternative Investments, Series 24, Separately Managed..., Investment Strategies, Portfolio Management

Education
UMass Boston   1991 — 1995
Economics

Christine Yap Christine Yap Greater New York City Area Details
Christine Yap's ICON Investments Experience May 2013 - September 2014
Job Managing Director and Principal Financial and Accounting Officer at ICON Investments
Industry Accounting
Experience
ICON Investments   May 2013 - September 2014
W. P. Carey Inc.   October 2011 - December 2012
PwC, Transaction Services  June 2008 - September 2011
PwC, Assurance   June 1997 - May 2008

Skills
Auditing, US GAAP, Internal Controls, Internal Audit, Consolidation, Accounting, SEC filings, GAAP, Financial Reporting, Revenue Recognition, CPA, IFRS, Financial Accounting, Sarbanes-Oxley Act, External Audit, Financial Audits, SEC Filings

Education
University of Rhode Island
Master of Science (M.S.), Accounting

Mariam Mehmood Mariam Mehmood Greater New York City Area Details
Mariam Mehmood's ICON Investments Experience April 2013 - Present
Job Senior Associate at ICON Investments
Industry Accounting
Experience
ICON Investments   April 2013 - Present
M. CPA, LLC   2012 - April 2013
Wholesale Building Supply Co.   November 2010 - April 2011

Skills
QuickBooks, ProSeries, Accounts Payable, Accounting, Microsoft Excel, Microsoft Office, General Ledger, Trial Balance, Sales Tax, Payroll Taxes, Tax, Auditing, Accounts Receivable, US GAAP, FASB, 10Q, 10K, Financial Reporting, Great Plains Software, Consolidated Financial..., Consolidation, Financial Statement..., Alternative Investments, Financial Statements, Journal Entries, Accruals, GAAP, Account Reconciliation, Statutory Audit, Foreign Currency, SEC Financial Reporting, Bank Reconciliation, Financial Accounting, Financial Analysis, Microsoft Word, SEC Filings, Analysis

Education
Brooklyn College   2007 — 2012
Bachelor of Science (B.S.), Accounting

Justin Kwan Justin Kwan Allston, Massachusetts Details
Justin Kwan's ICON Investments Experience May 2013 - August 2013
Job Student at University of Massachusetts, Amherst
Industry
Experience
ICON Investments   May 2013 - August 2013

Education
University of Massachusetts, Amherst   2010 — 2014
BA, Economics

University of Massachusetts, Amherst   2010 — 2014
Bachelor's degree, Economics and Psychology