IFS Securities
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IFS Securities Employees
Employee
Years
Job
Industry
Henry Aguilar Henry Aguilar's IFS Securities Experience May 2015 - Present
Job LatAm & EM Senior Associate, International Client Group
Industry Financial Services
Experience
IFS Securities May 2015 - Present
Aegis Capital May 2014 - May 2015
Aegis Capital February 2014 - May 2014
Mercantil Commercebank N.A. June 2013 - August 2013
Star Computer Group May 2012 - July 2012
Skills
Investments, Analysis, Equities, LatAm Bonds, Fixed Income, Spanish, SAP Business One, Visual Basic, Oral & Written..., Public Speaking, Sales, Telemarketing, Marketing Communications, Financial Modeling, Finance, Corporate Finance, Bloomberg, Microsoft Excel, Marketing Strategy, Financial Analysis, Business Development, Teamwork, Portfolio Management, Management, Team Leadership
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Marketing
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing (Double major)
IFS Securities May 2015 - Present
Aegis Capital May 2014 - May 2015
Aegis Capital February 2014 - May 2014
Mercantil Commercebank N.A. June 2013 - August 2013
Star Computer Group May 2012 - July 2012
Skills
Investments, Analysis, Equities, LatAm Bonds, Fixed Income, Spanish, SAP Business One, Visual Basic, Oral & Written..., Public Speaking, Sales, Telemarketing, Marketing Communications, Financial Modeling, Finance, Corporate Finance, Bloomberg, Microsoft Excel, Marketing Strategy, Financial Analysis, Business Development, Teamwork, Portfolio Management, Management, Team Leadership
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Marketing
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing (Double major)
David Bolding David Bolding's IFS Securities Experience May 2013 - December 2013
Job Internal Auditor at Rogers Electric
Industry Education Management
Experience
Rogers Electric 2015 - Present
WHEATON Industries March 2014 - Present
Georgia State University May 2010 - April 2014
IFS Securities May 2013 - December 2013
Security Capital Brokerage February 2013 - May 2013
Georgia State University May 2008 - May 2010
Skills
Teaching, Public Speaking, Research, Higher Education, Microsoft Office, Event Planning, PowerPoint, Staff Development, Customer Service, Microsoft Excel, Microsoft Word, Nonprofits, Finance, Management Accounting, Financial Statements, Database Administration, Reports, Municipal Bonds, Bond Markets, Investments, Access, Statistics, Contract Negotiation, Critical Thinking, Policy, Inventory Management, Fixed Income, Sales, Management, Marketing, Science, Business Strategy, Negotiation, Budgets, Leadership, Training, Financial Analysis, Team Building, Analysis, Strategic Planning, Data Analysis, Forecasting, Marketing Strategy, Operations Management, Business Development, Cross-functional Team..., Process Improvement, New Business Development, Account Management, Project Management
Education
Kennesaw State University - Michael J. Coles College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Georgia State University 2005 — 2008
Bachelor of Science (BS), Chemistry
Rogers Electric 2015 - Present
WHEATON Industries March 2014 - Present
Georgia State University May 2010 - April 2014
IFS Securities May 2013 - December 2013
Security Capital Brokerage February 2013 - May 2013
Georgia State University May 2008 - May 2010
Skills
Teaching, Public Speaking, Research, Higher Education, Microsoft Office, Event Planning, PowerPoint, Staff Development, Customer Service, Microsoft Excel, Microsoft Word, Nonprofits, Finance, Management Accounting, Financial Statements, Database Administration, Reports, Municipal Bonds, Bond Markets, Investments, Access, Statistics, Contract Negotiation, Critical Thinking, Policy, Inventory Management, Fixed Income, Sales, Management, Marketing, Science, Business Strategy, Negotiation, Budgets, Leadership, Training, Financial Analysis, Team Building, Analysis, Strategic Planning, Data Analysis, Forecasting, Marketing Strategy, Operations Management, Business Development, Cross-functional Team..., Process Improvement, New Business Development, Account Management, Project Management
Education
Kennesaw State University - Michael J. Coles College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Georgia State University 2005 — 2008
Bachelor of Science (BS), Chemistry
Cristina Aristizabal Berenguer Cristina Aristizabal Berenguer's IFS Securities Experience July 2015 - Present
Job Senior Associate at IFS Securities
Industry Financial Services
Experience
IFS Securities July 2015 - Present
Aegis Capital August 2014 - June 2015
Aegis Capital September 2013 - June 2014
Peace Love World, LLC September 2013 - December 2013
Bulgari June 2013 - August 2013
Skills
Spanish, English, Public Relations, Microsoft Office, Microsoft Excel, PowerPoint, Marketing Strategy, Sales, Marketing, Market Research
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
American University of Paris 2012 — 2012
IFS Securities July 2015 - Present
Aegis Capital August 2014 - June 2015
Aegis Capital September 2013 - June 2014
Peace Love World, LLC September 2013 - December 2013
Bulgari June 2013 - August 2013
Skills
Spanish, English, Public Relations, Microsoft Office, Microsoft Excel, PowerPoint, Marketing Strategy, Sales, Marketing, Market Research
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
American University of Paris 2012 — 2012
William Scriven William Scriven's IFS Securities Experience July 2014 - April 2015
Job Vice President at Boardwalk Capital Management
Industry Financial Services
Experience
Boardwalk Capital Management April 2015 - Present
IFS Securities July 2014 - April 2015
Applied Growth Partners Group July 2013 - September 2014
Privé Society October 2013 - July 2014
Great Lakes Dredge & Dock March 2013 - July 2013
United States Army December 2009 - December 2012
Skills
Leadership, Finance, Business Development, Strategic Partnerships, Financial Modeling, Public Speaking, Sales, Management, Microsoft Excel, Business Strategy, Investments, Strategy, Microsoft Office, Mergers & Acquisitions, Project Management, Venture Capital, Decisiveness, Strategic Planning, Private Equity, Due Diligence, Microsoft Word, Start-ups, Corporate Finance, Marketing, Great Leader, Building Relationships, Crowdfunding, Financial Analysis, Equities, Consulting, Entrepreneurship, PowerPoint, Relationship Management, Angel Investing, Entrepreneurial..., Corporate Development, Risk Management, Acquisitions, Economics, Investor Relations, Analysis
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Finance
United States Military Academy at West Point
Business Administration and Management, General
United States Miliary academy prep school 2004 — 2005
Boardwalk Capital Management April 2015 - Present
IFS Securities July 2014 - April 2015
Applied Growth Partners Group July 2013 - September 2014
Privé Society October 2013 - July 2014
Great Lakes Dredge & Dock March 2013 - July 2013
United States Army December 2009 - December 2012
Skills
Leadership, Finance, Business Development, Strategic Partnerships, Financial Modeling, Public Speaking, Sales, Management, Microsoft Excel, Business Strategy, Investments, Strategy, Microsoft Office, Mergers & Acquisitions, Project Management, Venture Capital, Decisiveness, Strategic Planning, Private Equity, Due Diligence, Microsoft Word, Start-ups, Corporate Finance, Marketing, Great Leader, Building Relationships, Crowdfunding, Financial Analysis, Equities, Consulting, Entrepreneurship, PowerPoint, Relationship Management, Angel Investing, Entrepreneurial..., Corporate Development, Risk Management, Acquisitions, Economics, Investor Relations, Analysis
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Finance
United States Military Academy at West Point
Business Administration and Management, General
United States Miliary academy prep school 2004 — 2005
Daniel Padilla Daniel Padilla's IFS Securities Experience October 2014 - Present
Job Managing Director, Head of Institutional Trading at IFS Securities
Industry Financial Services
Experience
IFS Securities October 2014 - Present
Divine Capital Markets May 2011 - September 2014
Seton Securities Group September 2004 - May 2011
Magna Securities Corp. September 2000 - August 2004
National Securities 1996 - 2000
Skills
Trading, Equity Trading, Share Repurchase, Capital Markets, Investment Banking, Hedge Funds, Options, Securities, Electronic Trading, Financial Markets, Investments, Asset Managment, ETFs, Private Equity, Disaster Recovery, New Business Development, Asset Management, Syndications, Bloomberg, Portfolio Management, Series 24, Series 7, Series 63, Market Making, Derivatives, Alternative Investments, Mutual Funds, Equities, Traders
Education
Kingsborough Community College 1994 — 1995
Criminalistics and Criminal Science
Lake Brantley
IFS Securities October 2014 - Present
Divine Capital Markets May 2011 - September 2014
Seton Securities Group September 2004 - May 2011
Magna Securities Corp. September 2000 - August 2004
National Securities 1996 - 2000
Skills
Trading, Equity Trading, Share Repurchase, Capital Markets, Investment Banking, Hedge Funds, Options, Securities, Electronic Trading, Financial Markets, Investments, Asset Managment, ETFs, Private Equity, Disaster Recovery, New Business Development, Asset Management, Syndications, Bloomberg, Portfolio Management, Series 24, Series 7, Series 63, Market Making, Derivatives, Alternative Investments, Mutual Funds, Equities, Traders
Education
Kingsborough Community College 1994 — 1995
Criminalistics and Criminal Science
Lake Brantley
Jarrett Frierson Jarrett Frierson's IFS Securities Experience February 2014 - Present
Job Operations/Compliance at IFS Securities
Industry Financial Services
Experience
IFS Securities February 2014 - Present
IFS Securities June 2013 - Present
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Legal Compliance, Criminal Law, Mediation, Bankruptcy, Employment Law, Courts, Business Transactions, Transactional Law, Trade Compliance, Juvenile Law, Corporate Law, Broad knowledge of..., Research, Analysis, Financial Resource..., Strategic Planning, Administrative Law, Microsoft Office, Due Diligence, Public Speaking, Social Networking, Customer Service, Microsoft Excel, Leadership, Management
Education
Atlanta's John Marshall Law School 2009 — 2013
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law/Immigration, Public Finance, and Juvenile Law
Clark Atlanta University 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication
IFS Securities February 2014 - Present
IFS Securities June 2013 - Present
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Legal Compliance, Criminal Law, Mediation, Bankruptcy, Employment Law, Courts, Business Transactions, Transactional Law, Trade Compliance, Juvenile Law, Corporate Law, Broad knowledge of..., Research, Analysis, Financial Resource..., Strategic Planning, Administrative Law, Microsoft Office, Due Diligence, Public Speaking, Social Networking, Customer Service, Microsoft Excel, Leadership, Management
Education
Atlanta's John Marshall Law School 2009 — 2013
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law/Immigration, Public Finance, and Juvenile Law
Clark Atlanta University 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication
Carin H Constant Carin H Constant's IFS Securities Experience October 2014 - Present
Job Senior VP Institutional Sales at IFS Securities
Industry Financial Services
Experience
IFS Securities October 2014 - Present
Westminster Financial Capital Inc. January 2010 - October 2014
Prudential Securities March 1997 - February 2003
PaineWebber August 1986 - December 1997
Morgan Stanley January 1986 - January 1994
Skills
polo player, photographer, lost wax jewelry..., Equities, Fixed Income, Hedge Funds, Trading, Investment Banking, Securities, Bonds, Series 7, Investments, Asset Management, Portfolio Management, Valuation, Private Equity, Asset Allocation, Stocks, Investor Relations, Debt, Alternative Investments, Corporate Finance, Emerging Markets, Venture Capital, Capital Markets, Bloomberg, FX, Financial Modeling, Risk Management, Institutional, Industry Analysis, Mergers, Due Diligence, Credit, Risk, Analysis, Asset, Restructuring, Capital, Funding, Equity Research, Commodities, Structuring, Private Placements, Customer Relations, Options, Management Consulting, Leveraged Finance, Technical Analysis, Modeling
Education
Lake Forest College
BA, Art, Economics, International Relations
Tulane University
transferred to lake forest, art history
Harvard University 1978 — 1979
Degree, Institute in ArtsAdminstration
New York University 1980 — 1983
NYU Institute Film and TV, Summer School Film and TV, Pass
IFS Securities October 2014 - Present
Westminster Financial Capital Inc. January 2010 - October 2014
Prudential Securities March 1997 - February 2003
PaineWebber August 1986 - December 1997
Morgan Stanley January 1986 - January 1994
Skills
polo player, photographer, lost wax jewelry..., Equities, Fixed Income, Hedge Funds, Trading, Investment Banking, Securities, Bonds, Series 7, Investments, Asset Management, Portfolio Management, Valuation, Private Equity, Asset Allocation, Stocks, Investor Relations, Debt, Alternative Investments, Corporate Finance, Emerging Markets, Venture Capital, Capital Markets, Bloomberg, FX, Financial Modeling, Risk Management, Institutional, Industry Analysis, Mergers, Due Diligence, Credit, Risk, Analysis, Asset, Restructuring, Capital, Funding, Equity Research, Commodities, Structuring, Private Placements, Customer Relations, Options, Management Consulting, Leveraged Finance, Technical Analysis, Modeling
Education
Lake Forest College
BA, Art, Economics, International Relations
Tulane University
transferred to lake forest, art history
Harvard University 1978 — 1979
Degree, Institute in ArtsAdminstration
New York University 1980 — 1983
NYU Institute Film and TV, Summer School Film and TV, Pass
Alvin Boutte, Jr. Alvin Boutte, Jr.'s IFS Securities Experience August 2014 - Present
Job Vice President, Investment Banking at IFS Securities
Industry Financial Services
Experience
IFS Securities August 2014 - Present
Betty Shabbaz International Charter School June 2013 - Present
Kipling Jones & Co. September 2012 - August 2014
Grigsby & Associates 2007 - 2011
Chicago Complete Count Committee 2009 - 2010
Regional Investment Bank 2003 - 2007
CBOE 1998 - 2002
Skills
Capital Markets, Municipal Bonds, Corporate Finance, Investment Banking, Series 7, Series 63, Public Administration, Derivatives, Banking, Options Strategies, Risk Analysis, Corporate Branding, Bonds, Credit & Market Risk, Government Relations, Finance, Sales & Marketing, Trading, Writing Skills, Futures, Equities, Institutional..., Private Equity, Board Governance, Leadership, Options, Equity Trading, Strategy, Alternative Investments, Hedge Funds, Financial Services, Credit, Market Risk, Securities, Portfolio Management, Financial Markets, Lobbying, FINRA, Trading Systems, Investments, Fixed Income, Bloomberg, Business Development, Board Development
Education
Bradley University 1990 — 1994
BA, English Literature
Culver Military Academy 1986 — 1990
IFS Securities August 2014 - Present
Betty Shabbaz International Charter School June 2013 - Present
Kipling Jones & Co. September 2012 - August 2014
Grigsby & Associates 2007 - 2011
Chicago Complete Count Committee 2009 - 2010
Regional Investment Bank 2003 - 2007
CBOE 1998 - 2002
Skills
Capital Markets, Municipal Bonds, Corporate Finance, Investment Banking, Series 7, Series 63, Public Administration, Derivatives, Banking, Options Strategies, Risk Analysis, Corporate Branding, Bonds, Credit & Market Risk, Government Relations, Finance, Sales & Marketing, Trading, Writing Skills, Futures, Equities, Institutional..., Private Equity, Board Governance, Leadership, Options, Equity Trading, Strategy, Alternative Investments, Hedge Funds, Financial Services, Credit, Market Risk, Securities, Portfolio Management, Financial Markets, Lobbying, FINRA, Trading Systems, Investments, Fixed Income, Bloomberg, Business Development, Board Development
Education
Bradley University 1990 — 1994
BA, English Literature
Culver Military Academy 1986 — 1990
Jervis Hough, MS, CSCP Jervis Hough, MS, CSCP's IFS Securities Experience 2014 - 2015
Job Experienced Securities Industry Professional
Industry Financial Services
Experience
Taurus Compliance Consulting, LLC January 2009 - Present
IFS Securities 2014 - 2015
IFS Securities 2014 - 2015
FundAmerica Securities 2012 - 2014
NMS Financial Services, LLC May 2011 - January 2013
Blaylock Robert Van, LLC March 2010 - October 2011
J&C Global Securities, LLC 2010 - 2011
Capital & Credit International Inc. February 2008 - September 2010
Capital Markets Compliance January 2006 - January 2008
Banc of America Investments 2004 - 2006
Skills
Series 7, FINRA, SEC, Business Development, Securities, Capital Markets, Risk Management, Investment Management, Hedge Funds, AML, Due Diligence, Equities, Alternative Investments, Derivatives, Mutual Funds, Private Equity, Series 63, Investments, Asset Managment, Options, Valuation, Fixed Income, Financial Services, Asset Management, Investment Banking, Investor Relations, Wealth Management, Venture Capital, Trading, Portfolio Management, Emerging Markets, Investment Advisory, Capital, Finance, Credit, Brokerage, Banking, Securities Regulation, Financial Markets, IPO, Funding, Investment Strategies
Education
Clemson University 1998 — 2000
MS, Agricultural and Applied Economics
Clemson University 1994 — 1997
BS, Economics
Marion High School Alum
Marion High School Alum
Marion High School Alum
Taurus Compliance Consulting, LLC January 2009 - Present
IFS Securities 2014 - 2015
IFS Securities 2014 - 2015
FundAmerica Securities 2012 - 2014
NMS Financial Services, LLC May 2011 - January 2013
Blaylock Robert Van, LLC March 2010 - October 2011
J&C Global Securities, LLC 2010 - 2011
Capital & Credit International Inc. February 2008 - September 2010
Capital Markets Compliance January 2006 - January 2008
Banc of America Investments 2004 - 2006
Skills
Series 7, FINRA, SEC, Business Development, Securities, Capital Markets, Risk Management, Investment Management, Hedge Funds, AML, Due Diligence, Equities, Alternative Investments, Derivatives, Mutual Funds, Private Equity, Series 63, Investments, Asset Managment, Options, Valuation, Fixed Income, Financial Services, Asset Management, Investment Banking, Investor Relations, Wealth Management, Venture Capital, Trading, Portfolio Management, Emerging Markets, Investment Advisory, Capital, Finance, Credit, Brokerage, Banking, Securities Regulation, Financial Markets, IPO, Funding, Investment Strategies
Education
Clemson University 1998 — 2000
MS, Agricultural and Applied Economics
Clemson University 1994 — 1997
BS, Economics
Marion High School Alum
Marion High School Alum
Marion High School Alum
Merlin Tolstyk, CFA Merlin Tolstyk, CFA's IFS Securities Experience October 2014 - Present
Job Portfolio Manager at IFS Securities
Industry Investment Management
Experience
IFS Securities October 2014 - Present
Intown Financial Services January 2014 - Present
Structured Capital, LLC January 2009 - June 2014
Trusco Capital Management November 2001 - November 2008
Semotus Solutions 2000 - 2001
Citigroup, Inc. – The Geneva Companies operating subsidiary April 1998 - October 2000
Skills
Portfolio Management, Risk Management, Financial Analysis, Asset Allocation, Equities, Investment Banking, Valuation, Insurance, Investments, Leadership, Finance, Financial Modeling, Mergers & Acquisitions, Strategy, Hedge Funds, Mutual Funds, Equity Research, Asset Management
Education
Arizona State University - W. P. Carey School of Business 1996 — 1997
MBA, Finance
Loyola Marymount University 1989 — 1993
BA, Finance & Economics
St. Peter's Prep 1985 — 1989
IFS Securities October 2014 - Present
Intown Financial Services January 2014 - Present
Structured Capital, LLC January 2009 - June 2014
Trusco Capital Management November 2001 - November 2008
Semotus Solutions 2000 - 2001
Citigroup, Inc. – The Geneva Companies operating subsidiary April 1998 - October 2000
Skills
Portfolio Management, Risk Management, Financial Analysis, Asset Allocation, Equities, Investment Banking, Valuation, Insurance, Investments, Leadership, Finance, Financial Modeling, Mergers & Acquisitions, Strategy, Hedge Funds, Mutual Funds, Equity Research, Asset Management
Education
Arizona State University - W. P. Carey School of Business 1996 — 1997
MBA, Finance
Loyola Marymount University 1989 — 1993
BA, Finance & Economics
St. Peter's Prep 1985 — 1989
Jeremy Cross Jeremy Cross's IFS Securities Experience May 2014 - August 2014
Job Financial Analyst Intern at 深圳市东方港湾投资管理有限责任公司 Oriental Harbor Investment Management Co., Ltd. (OHIM)
Industry Financial Services
Experience
深圳市东方港湾投资管理有限责任公司 - Oriental Harbor Investment Management Co., Ltd. (OHIM) May 2015 - Present
IFS Securities May 2014 - August 2014
Swim Atlanta Pool Management 2009 - March 2014
Kennesaw State University Student Management Investment Fund September 2013 - 2014
Skills
Microsoft Office, PowerPoint, Training, Team Management, Event Planning, Microsoft Excel, Microsoft Word, Research, Social Media, Stock Market Analysis, Public Speaking, Customer Service
Education
University of Georgia - Terry College of Business 2014 — 2016
Public Finance
Kennesaw State University 2012 — 2014
Bachelor of Business Administration in Finance
深圳市东方港湾投资管理有限责任公司 - Oriental Harbor Investment Management Co., Ltd. (OHIM) May 2015 - Present
IFS Securities May 2014 - August 2014
Swim Atlanta Pool Management 2009 - March 2014
Kennesaw State University Student Management Investment Fund September 2013 - 2014
Skills
Microsoft Office, PowerPoint, Training, Team Management, Event Planning, Microsoft Excel, Microsoft Word, Research, Social Media, Stock Market Analysis, Public Speaking, Customer Service
Education
University of Georgia - Terry College of Business 2014 — 2016
Public Finance
Kennesaw State University 2012 — 2014
Bachelor of Business Administration in Finance
Joseph Libretti Joseph Libretti's IFS Securities Experience October 2014 - Present
Job Managing Director of Corporate Advisory at IFS Securities
Industry Financial Services
Experience
IFS Securities October 2014 - Present
Divine Capital Markets May 2011 - September 2014
Paris Securities Inc. 2003 - 2008
Skills
ETFs, Asset Allocation, Financial Analysis, Hedge Funds, Financial Markets, Equities, Trading, Due Diligence, IPO, Portfolio Management, Asset Management, Mergers & Acquisitions, Equity Trading, Strategic Financial..., Investments, Series 7, Bloomberg, Capital Markets, Private Equity, Securities, Investment Management, Trading Systems, Electronic Trading, Prime Brokerage, Trading Strategies, Derivatives, Asset Managment, Financial Services, Proprietary Trading, Valuation, Investment Banking, Private Placements, Business Development, Alternative Investments, Options, Equity Derivatives, FINRA, Banking, Wealth Management, Financial Modeling, Equity Research, Emerging Markets, Fixed Income, Financial Planning
Education
City University of New York-Hunter College
Hunter College
BA, Economics
IFS Securities October 2014 - Present
Divine Capital Markets May 2011 - September 2014
Paris Securities Inc. 2003 - 2008
Skills
ETFs, Asset Allocation, Financial Analysis, Hedge Funds, Financial Markets, Equities, Trading, Due Diligence, IPO, Portfolio Management, Asset Management, Mergers & Acquisitions, Equity Trading, Strategic Financial..., Investments, Series 7, Bloomberg, Capital Markets, Private Equity, Securities, Investment Management, Trading Systems, Electronic Trading, Prime Brokerage, Trading Strategies, Derivatives, Asset Managment, Financial Services, Proprietary Trading, Valuation, Investment Banking, Private Placements, Business Development, Alternative Investments, Options, Equity Derivatives, FINRA, Banking, Wealth Management, Financial Modeling, Equity Research, Emerging Markets, Fixed Income, Financial Planning
Education
City University of New York-Hunter College
Hunter College
BA, Economics
Charles Knox, MBA, CCFC's IFS Securities Experience November 2010 - Present
Job VP Investments Financial Services with Fixed Income Expertise | Open to Networking Opportunities
Industry Capital Markets
Experience
IFS Securities November 2010 - Present
Knox Consulting Group LLC November 2005 - Present
Executive Leaders in Financial Investments in the Greater Atlanta Area 2013 - Present
Multi-Bank Securities, Inc. July 2009 - September 2010
International Financial Solutions Inc. February 2008 - October 2009
ING U.S. Financial Services January 2006 - February 2007
The Home Depot June 2004 - November 2005
Visteon Corporation January 2003 - February 2004
KPMG LLP May 2001 - July 2002
PricewaterhouseCoopers LLP May 1999 - August 2000
Skills
Series 7, Series 63, Series 65, Capital Markets, Bonds, Bloomberg Terminal, Portfolio Management, Investments, MS Project, Business Process..., Business Development, Whole Life, Health Insurance, Estate Planning, Strategic Financial..., Microsoft Excel, General Securities..., Hold Series 7, Fixed Income, Financial Advisory, Financial Planning, Investment Advisory, Term Life Insurance, Variable Annuities, Windows 7, Website Development, ETFs, PowerPoint, Client Development, Primavera, Finance, Management, Financial Services, Financial Analysis, Strategy, Risk Management, Equities, Securities, Analysis, Leadership, Mutual Funds, Project Management
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2002
MBA, E-Business, Marketing and Entrepreneurial Management
University of Michigan 1989 — 1995
BSE, Industrial and Operations Engineering
Southfield High School 1985 — 1989
Diploma, College Prep Courses, AP History
Gesu Catholic School 1982 — 1985
Middle School Diploma
IFS Securities November 2010 - Present
Knox Consulting Group LLC November 2005 - Present
Executive Leaders in Financial Investments in the Greater Atlanta Area 2013 - Present
Multi-Bank Securities, Inc. July 2009 - September 2010
International Financial Solutions Inc. February 2008 - October 2009
ING U.S. Financial Services January 2006 - February 2007
The Home Depot June 2004 - November 2005
Visteon Corporation January 2003 - February 2004
KPMG LLP May 2001 - July 2002
PricewaterhouseCoopers LLP May 1999 - August 2000
Skills
Series 7, Series 63, Series 65, Capital Markets, Bonds, Bloomberg Terminal, Portfolio Management, Investments, MS Project, Business Process..., Business Development, Whole Life, Health Insurance, Estate Planning, Strategic Financial..., Microsoft Excel, General Securities..., Hold Series 7, Fixed Income, Financial Advisory, Financial Planning, Investment Advisory, Term Life Insurance, Variable Annuities, Windows 7, Website Development, ETFs, PowerPoint, Client Development, Primavera, Finance, Management, Financial Services, Financial Analysis, Strategy, Risk Management, Equities, Securities, Analysis, Leadership, Mutual Funds, Project Management
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2002
MBA, E-Business, Marketing and Entrepreneurial Management
University of Michigan 1989 — 1995
BSE, Industrial and Operations Engineering
Southfield High School 1985 — 1989
Diploma, College Prep Courses, AP History
Gesu Catholic School 1982 — 1985
Middle School Diploma
Renny Chavanikamannil Renny Chavanikamannil's IFS Securities Experience February 2014 - Present
Job Managing Director, Investment Banking Syndicate Manager at IFS Securities
Industry Investment Banking
Experience
IFS Securities February 2014 - Present
Euro Pacific Capital 2011 - 2013
Roth Capital Partners 2002 - 2008
Salomon Smith Barney 1999 - 2001
Skills
Investment Banking, Valuation, Equities, Equity Research, Alternative Investments, Equity Capital Markets, Financial Analysis, Bloomberg, Capital Markets, Investments, Fixed Income, Portfolio Management, Asset Managment, Corporate Finance, Venture Capital, Finance, Private Equity, Investment Strategies, Series 63, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Emerging Markets, Asset Management, Series 7, Trading, Due Diligence, Securities, Structured Finance, Equity Valuation
Education
University of California, Irvine
University of Oxford
IFS Securities February 2014 - Present
Euro Pacific Capital 2011 - 2013
Roth Capital Partners 2002 - 2008
Salomon Smith Barney 1999 - 2001
Skills
Investment Banking, Valuation, Equities, Equity Research, Alternative Investments, Equity Capital Markets, Financial Analysis, Bloomberg, Capital Markets, Investments, Fixed Income, Portfolio Management, Asset Managment, Corporate Finance, Venture Capital, Finance, Private Equity, Investment Strategies, Series 63, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Emerging Markets, Asset Management, Series 7, Trading, Due Diligence, Securities, Structured Finance, Equity Valuation
Education
University of California, Irvine
University of Oxford
Janet Bentley-Ewers's IFS Securities Experience August 2011 - Present
Job Vice President of Compliance/Financial Advisor
Industry Consumer Services
Experience
IFS Securities August 2011 - Present
JBE Financial LLC July 2013 - Present
Fidelity Investments November 2006 - May 2010
Merrill Lynch October 2004 - October 2006
Edward Jones March 2003 - October 2004
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, PowerPoint, Outlook, Team Building, Sales, Customer Retention, Negotiation, Time Management, Series 7, Series 9/10, Series 66, FINRA, Uniform Combined State..., Finance, Mutual Funds, Financial Services, Series 63, Portfolio Management
Education
CSU 2011 — 2015
Research Doctorate, Business Administration and Management, General
UoPHX 1999 — 2001
Master's degree, Organizational Management
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
IFS Securities August 2011 - Present
JBE Financial LLC July 2013 - Present
Fidelity Investments November 2006 - May 2010
Merrill Lynch October 2004 - October 2006
Edward Jones March 2003 - October 2004
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, PowerPoint, Outlook, Team Building, Sales, Customer Retention, Negotiation, Time Management, Series 7, Series 9/10, Series 66, FINRA, Uniform Combined State..., Finance, Mutual Funds, Financial Services, Series 63, Portfolio Management
Education
CSU 2011 — 2015
Research Doctorate, Business Administration and Management, General
UoPHX 1999 — 2001
Master's degree, Organizational Management
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Angela Avery Angela Avery's IFS Securities Experience October 2013 - Present
Job Relationship Manager, Marketing & Client Relations at IFS Securities
Industry Education Management
Experience
IFS Securities October 2013 - Present
Atlanta Challenge Teambuilding 2004 - Present
Smart Moves Tutoring October 2012 - October 2014
Georgia Perimeter College September 2007 - October 2012
Clayton State University September 2003 - September 2007
Gordon College July 2001 - September 2003
Skills
Public Speaking, Student Affairs, Student Development, Higher Education, Event Planning, Community Outreach, Program Development, Staff Development, Classroom, Tutoring, Event Management, Leadership Development, Training, Leadership, Public Relations, Social Networking, Nonprofits, Curriculum Design, Career Counseling, Fundraising, Grant Writing, Adult Education, Resume Writing, Volunteer Management, Instructional Design, Teaching, Curriculum Development
Education
University of West Georgia 2007 — 2010
MPA, Public Administration
University of Illinois at Urbana-Champaign 1997 — 2001
Communications, Media Studies
IFS Securities October 2013 - Present
Atlanta Challenge Teambuilding 2004 - Present
Smart Moves Tutoring October 2012 - October 2014
Georgia Perimeter College September 2007 - October 2012
Clayton State University September 2003 - September 2007
Gordon College July 2001 - September 2003
Skills
Public Speaking, Student Affairs, Student Development, Higher Education, Event Planning, Community Outreach, Program Development, Staff Development, Classroom, Tutoring, Event Management, Leadership Development, Training, Leadership, Public Relations, Social Networking, Nonprofits, Curriculum Design, Career Counseling, Fundraising, Grant Writing, Adult Education, Resume Writing, Volunteer Management, Instructional Design, Teaching, Curriculum Development
Education
University of West Georgia 2007 — 2010
MPA, Public Administration
University of Illinois at Urbana-Champaign 1997 — 2001
Communications, Media Studies
Deepak Walia Deepak Walia's IFS Securities Experience June 2012 - April 2014
Job Consultant at TKG & Associates LLC
Industry Investment Banking
Experience
TKG & Associates LLC August 2014 - Present
IFS Securities June 2012 - April 2014
PROTOFLEX CORPORATION April 2010 - July 2012
Huitt-Zollars / City & County of Denver July 2008 - January 2009
GCO Education Loan Funding Corp. April 2006 - January 2008
GMAC Capital Market Corp. September 1999 - October 2005
Skills
Financial Analysis, Problem Solving, Cash Flow Modeling, Business Development, Budgeting, Purchasing,..., Capital Project..., Sales & Marketing, Customer Support &..., Microsoft Excel, Microsoft Word, PowerPoint, Access, DBC: Multifamily..., Micro-Muni & Munex:..., Finance, Cash Flow Forecasting, Valuation, Financial Modeling, Investment Banking, Loans, Risk Management, Corporate Finance, Fixed Income
Education
University of Delhi
BS (Hons.), Chemistry
University of Detroit Mercy
MBA, Economics
TKG & Associates LLC August 2014 - Present
IFS Securities June 2012 - April 2014
PROTOFLEX CORPORATION April 2010 - July 2012
Huitt-Zollars / City & County of Denver July 2008 - January 2009
GCO Education Loan Funding Corp. April 2006 - January 2008
GMAC Capital Market Corp. September 1999 - October 2005
Skills
Financial Analysis, Problem Solving, Cash Flow Modeling, Business Development, Budgeting, Purchasing,..., Capital Project..., Sales & Marketing, Customer Support &..., Microsoft Excel, Microsoft Word, PowerPoint, Access, DBC: Multifamily..., Micro-Muni & Munex:..., Finance, Cash Flow Forecasting, Valuation, Financial Modeling, Investment Banking, Loans, Risk Management, Corporate Finance, Fixed Income
Education
University of Delhi
BS (Hons.), Chemistry
University of Detroit Mercy
MBA, Economics
J.Thomas Sadler's IFS Securities Experience December 2006 - Present
Job CEO at Ibis Compliance & Financial Services, LLC
Industry Financial Services
Experience
Ibis Compliance & Financial Services, LLC February 2010 - Present
IFS Securities December 2006 - Present
Securities Compliance Management 2013 - 2013
Vanguard Capital November 2002 - July 2005
Skills
Venture Capital, Equities, Investments, Series 7, Investment Banking, Securities, Series 63, Series 24, Strategic Planning, Series 65, Finance
Education
Georgia State University - J. Mack Robinson College of Business
Ibis Compliance & Financial Services, LLC February 2010 - Present
IFS Securities December 2006 - Present
Securities Compliance Management 2013 - 2013
Vanguard Capital November 2002 - July 2005
Skills
Venture Capital, Equities, Investments, Series 7, Investment Banking, Securities, Series 63, Series 24, Strategic Planning, Series 65, Finance
Education
Georgia State University - J. Mack Robinson College of Business
Kathryn Benton, PhD's IFS Securities Experience February 2012 - August 2013
Job Sr. Manager Branch Controls at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
PNC Investments August 2013 - September 2014
IFS Securities February 2012 - August 2013
AXA Advisors, Inc. August 2009 - July 2011
Financial Design Associates January 2008 - August 2009
Capital Bank/Capital Factors 1990 - 1992
First Untion Bank 1988 - 1990
Shearson Leahman Brothers 1986 - 1988
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Analysis, Management, Financial Planning
Education
Nova Southeastern University, Graduate School of Humanities and Social Sciences 2000 — 2005
PhD, Conflict Analysis and Resolution
Nova Southeastern University, Huizenga School of Business and Entrepreneurship 1989 — 1991
MBA, Business
University of Georgia, Terry College of Business 1978 — 1982
BBA/Marketing, Marketing
AXA Advisors September 2014 - Present
PNC Investments August 2013 - September 2014
IFS Securities February 2012 - August 2013
AXA Advisors, Inc. August 2009 - July 2011
Financial Design Associates January 2008 - August 2009
Capital Bank/Capital Factors 1990 - 1992
First Untion Bank 1988 - 1990
Shearson Leahman Brothers 1986 - 1988
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Analysis, Management, Financial Planning
Education
Nova Southeastern University, Graduate School of Humanities and Social Sciences 2000 — 2005
PhD, Conflict Analysis and Resolution
Nova Southeastern University, Huizenga School of Business and Entrepreneurship 1989 — 1991
MBA, Business
University of Georgia, Terry College of Business 1978 — 1982
BBA/Marketing, Marketing
Antonio Toirac's IFS Securities Experience June 2014 - Present
Job Senior Vice President, International Equities Sales & Trading at IFS Securities
Industry Financial Services
Experience
IFS Securities June 2014 - Present
Cabrera Capital Markets, LLC January 2008 - June 2014
Wellington Management September 2001 - January 2008
Evergreen Wealth Management LLC January 1996 - September 2001
Skills
Equity Trading, Bloomberg, Series 7, Equities, Capital Markets, CFA Level III Candidate, Securities, Trading Systems, International Trade, Series 63, Series 6, series 24, Chartered Market..., Options, FX trading, FX Options, Fixed Income, FINRA, Trading, Investments, Investment Management, Electronic Trading, Hedge Funds, Foreign Exchange, Alternative Investments
Education
Northeastern University 1985 — 1990
Bachelor of Science - Business Administration, Co-Op Program
Longmeadow High School 1981 — 1985
IFS Securities June 2014 - Present
Cabrera Capital Markets, LLC January 2008 - June 2014
Wellington Management September 2001 - January 2008
Evergreen Wealth Management LLC January 1996 - September 2001
Skills
Equity Trading, Bloomberg, Series 7, Equities, Capital Markets, CFA Level III Candidate, Securities, Trading Systems, International Trade, Series 63, Series 6, series 24, Chartered Market..., Options, FX trading, FX Options, Fixed Income, FINRA, Trading, Investments, Investment Management, Electronic Trading, Hedge Funds, Foreign Exchange, Alternative Investments
Education
Northeastern University 1985 — 1990
Bachelor of Science - Business Administration, Co-Op Program
Longmeadow High School 1981 — 1985
Francisco Rivero's IFS Securities Experience July 2012 - Present
Job MANAGER at IFS Securities
Industry Financial Services
Experience
IFS Securities July 2012 - Present
Consultiva Internacional February 2011 - October 2012
Banco del Desarrollo January 1993 - April 1997
PRICE WATERHOUSE February 1985 - November 1991
Skills
CERTIFIED PUBLIC..., Series 7, Series 66, CERTIFIED SYSTEM AUDITOR
Education
Indiana State University - School of Business 1984 — 1984
Master of Business Administration (MBA), Business Administration and Management, General, 3.75
IFS Securities July 2012 - Present
Consultiva Internacional February 2011 - October 2012
Banco del Desarrollo January 1993 - April 1997
PRICE WATERHOUSE February 1985 - November 1991
Skills
CERTIFIED PUBLIC..., Series 7, Series 66, CERTIFIED SYSTEM AUDITOR
Education
Indiana State University - School of Business 1984 — 1984
Master of Business Administration (MBA), Business Administration and Management, General, 3.75
William James Guilshan's IFS Securities Experience October 2013 - Present
Job Senior Vice President at IFS Securities
Industry Financial Services
Experience
IFS Securities October 2013 - Present
Cantor Fitzgerald May 2011 - October 2013
FTN Financial June 1991 - May 2011
Goldman Sachs October 2000 - February 2005
Spear Leeds & Kellogg August 1993 - October 2000
Sanwa BGK June 1991 - August 1993
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Alternative Investments, Electronic Trading, Equities, Bonds, Fixed Income, Investments, Portfolio Management, Institutional..., Institutional Sales, Institutional Selling, MBS, Institutional Securities
Education
King's College 1989 — 1991
Bachelor's degree
Saint Bonaventure University 1987 — 1989
IFS Securities October 2013 - Present
Cantor Fitzgerald May 2011 - October 2013
FTN Financial June 1991 - May 2011
Goldman Sachs October 2000 - February 2005
Spear Leeds & Kellogg August 1993 - October 2000
Sanwa BGK June 1991 - August 1993
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Alternative Investments, Electronic Trading, Equities, Bonds, Fixed Income, Investments, Portfolio Management, Institutional..., Institutional Sales, Institutional Selling, MBS, Institutional Securities
Education
King's College 1989 — 1991
Bachelor's degree
Saint Bonaventure University 1987 — 1989
Lillian Flores's IFS Securities Experience August 2013 - Present
Job Operations Specialist at IFS Securities
Industry Financial Services
Experience
IFS Securities August 2013 - Present
Association County Commissioners of Georgia October 2010 - May 2013
Georgia State University August 2009 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Leadership, Team Building, Teamwork, Time Management, Data Entry
Education
University of Maryland University College 2015 — 2018
Master’s Degree, Accounting & Financial Management
Georgia State University 2009 — 2013
Bachelor's degree, Accounting
IFS Securities August 2013 - Present
Association County Commissioners of Georgia October 2010 - May 2013
Georgia State University August 2009 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Leadership, Team Building, Teamwork, Time Management, Data Entry
Education
University of Maryland University College 2015 — 2018
Master’s Degree, Accounting & Financial Management
Georgia State University 2009 — 2013
Bachelor's degree, Accounting
David Kuang's IFS Securities Experience August 2014 - October 2014
Job Student at New York University
Industry Financial Services
Experience
HT Capital Advisors, LLC October 2014 - December 2014
IFS Securities August 2014 - October 2014
J.P. Morgan June 2014 - August 2014
Agent Jade, LLC June 2013 - August 2013
Infinity Group June 2012 - August 2012
eDansZone November 2009 - June 2011
Skills
Microsoft Excel, Business Development, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Investments, Strategy, Corporate Finance, Financial Modeling
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Stanton College Preparatory School 2007 — 2011
International Baccalaureate
HT Capital Advisors, LLC October 2014 - December 2014
IFS Securities August 2014 - October 2014
J.P. Morgan June 2014 - August 2014
Agent Jade, LLC June 2013 - August 2013
Infinity Group June 2012 - August 2012
eDansZone November 2009 - June 2011
Skills
Microsoft Excel, Business Development, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Investments, Strategy, Corporate Finance, Financial Modeling
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Stanton College Preparatory School 2007 — 2011
International Baccalaureate