Imperial Finance & Trading
Industry: Insurance company
DescriptionImperial Finance and Trading, LLC is a financial services company that purchases structured settlement and annuities from individuals. Imperial primarily deals with structured settlements, life insurance for seniors, wholesale premium finance, and life settlements. Founded: 2007 Parent organization: Emergent Capital Subsidiary: Imperial Structured Settlements, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportImperial Capital LLCWebsiteDirections Saved (0) Saved Save Investment bank in San Francisco, California Address: One California St Suite 3025, San Francisco, CA 94111 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 615-4000Website: Category: : : : : : : Place name: Website: https://www.imperialcapital.com/ Category: Investment Bank 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. 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 Imperial Capital LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Imperial Finance & Trading Employees
Employee
Years
Job
Industry
Lorry DeSantis Lorry DeSantis's Imperial Finance & Trading Experience January 2007 - January 2008
Job Regional Director at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2015 - Present
Weston Banks Wealth Partners June 2011 - January 2015
SunAmerica April 2010 - March 2011
Imperial Finance & Trading January 2007 - January 2008
Nationwide Financial February 2002 - May 2006
Morgan Stanley 2006 - 2006
MFS Investment Management 1996 - 2001
Skills
Series 6, Series 63, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement, Asset Management, Alternative Investments, 401k, Variable Annuities, Financial Services, Insurance
Education
Northeastern University
Business Management
Liberty Mutual Insurance January 2015 - Present
Weston Banks Wealth Partners June 2011 - January 2015
SunAmerica April 2010 - March 2011
Imperial Finance & Trading January 2007 - January 2008
Nationwide Financial February 2002 - May 2006
Morgan Stanley 2006 - 2006
MFS Investment Management 1996 - 2001
Skills
Series 6, Series 63, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement, Asset Management, Alternative Investments, 401k, Variable Annuities, Financial Services, Insurance
Education
Northeastern University
Business Management
Lauren Torres Lauren Torres's Imperial Finance & Trading Experience March 2008 - September 2008
Job Processing Manager at Service Finance Company
Industry Financial Services
Experience
Service Finance Company December 2011 - Present
Green Cleaning Now September 2014 - January 2015
JPMorgan Chase June 2009 - December 2011
VCA Animal Hospitals October 2008 - June 2009
Imperial Finance & Trading March 2008 - September 2008
Countrywide Mortgage Services March 2004 - May 2007
Skills
Mortgage Lending, Credit, Consumer Lending, Mortgage Banking, Loans, Loan Servicing, Loan Origination, Commercial Lending, Credit Analysis, Government Loans, Loss Mitigation, Mortgage Underwriting, Refinance, Residential Mortgages, VA loans, FHA financing, USDA, Mortgage Servicing, FHA, Home Equity Loans, Home Equity Lines of..., Funding, Credit Risk, Real Estate Financing, Financial Services, Cross Selling, Financial Risk, Closings, Relationship Management, Notary Public, Real Estate, REO, Risk Management, Appraisals, Finance, Portfolio Management, Fraud Detection, Escrow, Home Equity, Fraud, HUD, Wholesale Lending, VA Loans, FHA Financing, Customer Service, Team Building
Education
Broward Community College 1999 — 2006
Associate of Arts and Sciences (AAS), Criminal Justice and Corrections
Marjory Stoneman Douglas 1997 — 1999
High School, General Studies
Service Finance Company December 2011 - Present
Green Cleaning Now September 2014 - January 2015
JPMorgan Chase June 2009 - December 2011
VCA Animal Hospitals October 2008 - June 2009
Imperial Finance & Trading March 2008 - September 2008
Countrywide Mortgage Services March 2004 - May 2007
Skills
Mortgage Lending, Credit, Consumer Lending, Mortgage Banking, Loans, Loan Servicing, Loan Origination, Commercial Lending, Credit Analysis, Government Loans, Loss Mitigation, Mortgage Underwriting, Refinance, Residential Mortgages, VA loans, FHA financing, USDA, Mortgage Servicing, FHA, Home Equity Loans, Home Equity Lines of..., Funding, Credit Risk, Real Estate Financing, Financial Services, Cross Selling, Financial Risk, Closings, Relationship Management, Notary Public, Real Estate, REO, Risk Management, Appraisals, Finance, Portfolio Management, Fraud Detection, Escrow, Home Equity, Fraud, HUD, Wholesale Lending, VA Loans, FHA Financing, Customer Service, Team Building
Education
Broward Community College 1999 — 2006
Associate of Arts and Sciences (AAS), Criminal Justice and Corrections
Marjory Stoneman Douglas 1997 — 1999
High School, General Studies
Rima Feliciano Rima Feliciano's Imperial Finance & Trading Experience March 2009 - September 2010
Job LMS Administrator & Learning Development Specialist at TBC Corporation
Industry Automotive
Experience
TBC Corporation November 2014 - Present
Security Networks August 2011 - April 2014
Imperial Finance & Trading March 2009 - September 2010
Peachtree Settlement Funding January 2003 - September 2008
Skills
Training, Customer Service, Human Resources, Coaching, Interviews, Call Centers, Security, Sales, Team Building, Insurance, Microsoft Office, Microsoft Word, Management, Leadership, Strategic Planning, PowerPoint, Microsoft Excel, Account Management, Recruiting, Outlook, Research, Software Documentation, Organizational..., Employee Relations, Marketing, Teamwork, Sales Management, Adobe eLearning Suite, Webinars, Instructional Design, Survey Design, E-Learning, Adobe Presenter, Articulate Suite, SurveyMonkey, ADDIE, Asynchronous, Curriculum Design, Curriculum Development, Curriculum Assessment, Curriculum Innovation, Webinar Development, Blended Learning, Employee Surveys, Training Facilitation, Dealer Training, Dealer Relationships, Virtual Training
Education
Broward College
TBC Corporation November 2014 - Present
Security Networks August 2011 - April 2014
Imperial Finance & Trading March 2009 - September 2010
Peachtree Settlement Funding January 2003 - September 2008
Skills
Training, Customer Service, Human Resources, Coaching, Interviews, Call Centers, Security, Sales, Team Building, Insurance, Microsoft Office, Microsoft Word, Management, Leadership, Strategic Planning, PowerPoint, Microsoft Excel, Account Management, Recruiting, Outlook, Research, Software Documentation, Organizational..., Employee Relations, Marketing, Teamwork, Sales Management, Adobe eLearning Suite, Webinars, Instructional Design, Survey Design, E-Learning, Adobe Presenter, Articulate Suite, SurveyMonkey, ADDIE, Asynchronous, Curriculum Design, Curriculum Development, Curriculum Assessment, Curriculum Innovation, Webinar Development, Blended Learning, Employee Surveys, Training Facilitation, Dealer Training, Dealer Relationships, Virtual Training
Education
Broward College
Amy McGoldrick Amy McGoldrick's Imperial Finance & Trading Experience February 2013 - October 2013
Job Senior Account Executive
Industry Financial Services
Experience
Cortera, Inc. February 2015 - Present
Level 5 Fitness October 2014 - January 2015
Kinetic Motion Fitness February 2014 - October 2014
Imperial Finance & Trading February 2013 - October 2013
Cortera, Inc. April 2011 - December 2012
Verizon Wireless November 2006 - August 2010
APS Wireless 2004 - 2006
Skills
Research, Customer Relations, Customer Service, Marketing Communications, Account Management, Quality Assurance, Problem Solving, Marketing Strategy, Customer Satisfaction, Salesforce.com, Customer Retention, Sales Management, Sales, New Business Development, Team Building, B2B, Cold Calling, Lead Generation, Credit, Leadership, Management, Negotiation, Forecasting, Budgets, Team Leadership, Selling, Sales Process, CRM, Solution Selling, Sales Operations, Contract Negotiation, Training, Business Development, Key Account Management, Marketing, Strategic Partnerships, Strategy, Start-ups, Strategic Planning, Cross-functional Team..., Pricing, Wellness, Fitness Training, Nutrition, Sales Presentations, Social Media, Coaching, Finance, Process Improvement, Executive Management
Education
South University 2012 — 2015
Physical Therapy
West Chester University of Pennsylvania 1997 — 2000
Business Administration
Moore College of Art and Design 1993 — 1997
Advertising and Illustration
Cortera, Inc. February 2015 - Present
Level 5 Fitness October 2014 - January 2015
Kinetic Motion Fitness February 2014 - October 2014
Imperial Finance & Trading February 2013 - October 2013
Cortera, Inc. April 2011 - December 2012
Verizon Wireless November 2006 - August 2010
APS Wireless 2004 - 2006
Skills
Research, Customer Relations, Customer Service, Marketing Communications, Account Management, Quality Assurance, Problem Solving, Marketing Strategy, Customer Satisfaction, Salesforce.com, Customer Retention, Sales Management, Sales, New Business Development, Team Building, B2B, Cold Calling, Lead Generation, Credit, Leadership, Management, Negotiation, Forecasting, Budgets, Team Leadership, Selling, Sales Process, CRM, Solution Selling, Sales Operations, Contract Negotiation, Training, Business Development, Key Account Management, Marketing, Strategic Partnerships, Strategy, Start-ups, Strategic Planning, Cross-functional Team..., Pricing, Wellness, Fitness Training, Nutrition, Sales Presentations, Social Media, Coaching, Finance, Process Improvement, Executive Management
Education
South University 2012 — 2015
Physical Therapy
West Chester University of Pennsylvania 1997 — 2000
Business Administration
Moore College of Art and Design 1993 — 1997
Advertising and Illustration
Annette Collado Annette Collado's Imperial Finance & Trading Experience 2007 - Present
Job Funding Manager at Imperial Finance & Trading
Industry
Experience
Imperial Finance & Trading 2007 - Present
Peachtree Settlement Funding 2004 - 2006
AIG 2000 - 2003
New York City Law Department 1999 - 2000
Schulman & Schulman 1998 - 1999
Skills
Life Insurance, Life Settlements, Premium Financing, Property & Casualty..., Paralegal, Management, Project Management, Compliance, Insurance
Education
CUNY New York City College of Technology
Bachelor's degree, Legal Assistant Studies
LaGuardia Community College
Associate's degree, Paralegal Studies
Imperial Finance & Trading 2007 - Present
Peachtree Settlement Funding 2004 - 2006
AIG 2000 - 2003
New York City Law Department 1999 - 2000
Schulman & Schulman 1998 - 1999
Skills
Life Insurance, Life Settlements, Premium Financing, Property & Casualty..., Paralegal, Management, Project Management, Compliance, Insurance
Education
CUNY New York City College of Technology
Bachelor's degree, Legal Assistant Studies
LaGuardia Community College
Associate's degree, Paralegal Studies
Carey Jones's Imperial Finance & Trading Experience July 2013 - June 2014
Job If there's a solution I'll find it
Industry Events Services
Experience
Hertz March 2015 - Present
Imperial Finance & Trading July 2013 - June 2014
Forex Global Solutions March 2013 - July 2013
iPic Theaters March 2012 - November 2012
Florida Atlantic University August 2009 - February 2012
Skills
Sales, Facebook, Event Planning, Event Management, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Management, Social Networking, Budgets, Sales Management, Time Management
Education
Florida Atlantic University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hertz March 2015 - Present
Imperial Finance & Trading July 2013 - June 2014
Forex Global Solutions March 2013 - July 2013
iPic Theaters March 2012 - November 2012
Florida Atlantic University August 2009 - February 2012
Skills
Sales, Facebook, Event Planning, Event Management, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Management, Social Networking, Budgets, Sales Management, Time Management
Education
Florida Atlantic University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Roger Campbell Sr. Roger Campbell Sr.'s Imperial Finance & Trading Experience July 2010 - April 2013
Job Business Funding Manager at Coral Gate Business Funding
Industry Financial Services
Experience
Coral Gate Business Funding September 2015 - Present
NextWave Enterprises, LLC July 2014 - June 2015
Global Staff Training a division of Notice On Demand LLC May 2013 - June 2015
Imperial Finance & Trading July 2010 - April 2013
PRC October 2009 - May 2010
Consolidated Credit Counseling Services, Inc. January 2008 - March 2009
Diversity For Life, LLC June 2006 - January 2008
Applied Card Systems August 1996 - January 2006
Graffen Business Systems, Inc May 1982 - August 1996
Skills
Performance Management, Training, Leadership, Coaching, Human Resources, Management, Call Centers, Customer Service, Team Building, Customer Experience, Call Center, Recruiting, Sales, Program Management, Team Management, Talent Acquisition, Leadership Development, Talent Management, Workforce Management, Interviews, Employee Engagement, Career Development, Soft Skills, Employee Relations, Analytics, Negotiation, Employee Training, Sales Management..., Sales Process, Process Improvement, Employee Benefits, HRIS, Executive Management, New Hire Orientations, Soft Skills Training, Vendor Management, Technical Recruiting, Onboarding, Succession Planning, Workforce Planning, CRM, Sourcing, Change Management, Customer Retention, Staff Development, Applicant Tracking..., Organizational..., Training Delivery, Facilitator, Sales Coach
Education
Northern Virginia Community College
Coral Gate Business Funding September 2015 - Present
NextWave Enterprises, LLC July 2014 - June 2015
Global Staff Training a division of Notice On Demand LLC May 2013 - June 2015
Imperial Finance & Trading July 2010 - April 2013
PRC October 2009 - May 2010
Consolidated Credit Counseling Services, Inc. January 2008 - March 2009
Diversity For Life, LLC June 2006 - January 2008
Applied Card Systems August 1996 - January 2006
Graffen Business Systems, Inc May 1982 - August 1996
Skills
Performance Management, Training, Leadership, Coaching, Human Resources, Management, Call Centers, Customer Service, Team Building, Customer Experience, Call Center, Recruiting, Sales, Program Management, Team Management, Talent Acquisition, Leadership Development, Talent Management, Workforce Management, Interviews, Employee Engagement, Career Development, Soft Skills, Employee Relations, Analytics, Negotiation, Employee Training, Sales Management..., Sales Process, Process Improvement, Employee Benefits, HRIS, Executive Management, New Hire Orientations, Soft Skills Training, Vendor Management, Technical Recruiting, Onboarding, Succession Planning, Workforce Planning, CRM, Sourcing, Change Management, Customer Retention, Staff Development, Applicant Tracking..., Organizational..., Training Delivery, Facilitator, Sales Coach
Education
Northern Virginia Community College
Vanessa Fleitas Vanessa Fleitas's Imperial Finance & Trading Experience February 2008 - November 2012
Job Financial Industry
Industry Financial Services
Experience
Cornerstone Group, LLC 2014 - Present
Woodbridge Structured Funding, LLC. January 2013 - April 2014
Imperial Finance & Trading February 2008 - November 2012
Ultimate Water & Coffee May 2007 - February 2008
Via One Technologies January 2006 - June 2007
JPMorgan Chase October 1999 - April 2005
Skills
10 Key, Facsimile, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Typing, Outlook, Multi Tasking, Salesforce.com, Microsoft Office, Wordperfect, Training, Management, Human Resources, Recruiting, Accounts Payable, Access, Team Building, Account Management, Accounts Receivable, Telephone Skills, Interviews, Finance, Financial Analysis, Sales
Education
Southern New Hampshire University 2015 — 2018
Bachelor's degree, Accounting
Kaplan University
Cornerstone Group, LLC 2014 - Present
Woodbridge Structured Funding, LLC. January 2013 - April 2014
Imperial Finance & Trading February 2008 - November 2012
Ultimate Water & Coffee May 2007 - February 2008
Via One Technologies January 2006 - June 2007
JPMorgan Chase October 1999 - April 2005
Skills
10 Key, Facsimile, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Typing, Outlook, Multi Tasking, Salesforce.com, Microsoft Office, Wordperfect, Training, Management, Human Resources, Recruiting, Accounts Payable, Access, Team Building, Account Management, Accounts Receivable, Telephone Skills, Interviews, Finance, Financial Analysis, Sales
Education
Southern New Hampshire University 2015 — 2018
Bachelor's degree, Accounting
Kaplan University
Jim Novakoff Jim Novakoff's Imperial Finance & Trading Experience July 2010 - November 2011
Job Manager and SFDC Technical Architect at Cloud Sherpas
Industry Information Technology and Services
Experience
Cloud Sherpas September 2014 - Present
Capgemini July 2013 - September 2014
Wipro Technologies November 2011 - July 2013
Imperial Finance & Trading July 2010 - November 2011
Silversea Cruises March 2010 - July 2010
Ryder February 2009 - February 2010
Customer Analytics October 2000 - February 2009
Levitt Novakoff & Company October 1998 - November 2000
Skills
Microstrategy, SQL Server, Business Intelligence, Microsoft SQL Server, Project Management, Salesforce.com, CRM, Software Development, Force.com, Sales Operations, SFDC, Management, Requirements Analysis, Cloud Computing, Clinical Research, Process Improvement, Forecasting, Product Marketing, Business Analysis, Analytics, Enterprise Software, Integration, Business Process, Software Project..., SaaS, Solution Architecture, SDLC, Enterprise Architecture, Data Integration, Data Warehousing, ETL, IT Strategy, Consulting
Education
American University 1985 — 1987
MSTM, Management Information System
Vanderbilt University 1979 — 1983
MS, Technology Management
Cloud Sherpas September 2014 - Present
Capgemini July 2013 - September 2014
Wipro Technologies November 2011 - July 2013
Imperial Finance & Trading July 2010 - November 2011
Silversea Cruises March 2010 - July 2010
Ryder February 2009 - February 2010
Customer Analytics October 2000 - February 2009
Levitt Novakoff & Company October 1998 - November 2000
Skills
Microstrategy, SQL Server, Business Intelligence, Microsoft SQL Server, Project Management, Salesforce.com, CRM, Software Development, Force.com, Sales Operations, SFDC, Management, Requirements Analysis, Cloud Computing, Clinical Research, Process Improvement, Forecasting, Product Marketing, Business Analysis, Analytics, Enterprise Software, Integration, Business Process, Software Project..., SaaS, Solution Architecture, SDLC, Enterprise Architecture, Data Integration, Data Warehousing, ETL, IT Strategy, Consulting
Education
American University 1985 — 1987
MSTM, Management Information System
Vanderbilt University 1979 — 1983
MS, Technology Management
Anne Dufour Zuckerman Anne Dufour Zuckerman's Imperial Finance & Trading Experience September 2008 - November 2010
Job Attorney, Law Offices of Anne Dufour Zuckerman P.A.
Industry Law Practice
Experience
Law Offices of Anne Dufour Zuckerman P.A. December 2012 - Present
Real World Mentoring for Women December 2010 - Present
Imperial Finance & Trading September 2008 - November 2010
Office Depot, Inc. January 2000 - August 2008
Lewis Babcock April 1994 - December 1999
Verrill Dana, LLP August 1989 - April 1994
U.S. Securities & Exchange Commission August 1987 - August 1989
Connecticut Attorney General's Office August 1986 - August 1987
Brewer Junior High School September 1982 - August 1983
Education
Quinnipiac University School of Law 1983 — 1986
JD, Law
University of Maine 1978 — 1982
Bachelor of Science (B.S.), Secondary Education and Teaching
Law Offices of Anne Dufour Zuckerman P.A. December 2012 - Present
Real World Mentoring for Women December 2010 - Present
Imperial Finance & Trading September 2008 - November 2010
Office Depot, Inc. January 2000 - August 2008
Lewis Babcock April 1994 - December 1999
Verrill Dana, LLP August 1989 - April 1994
U.S. Securities & Exchange Commission August 1987 - August 1989
Connecticut Attorney General's Office August 1986 - August 1987
Brewer Junior High School September 1982 - August 1983
Education
Quinnipiac University School of Law 1983 — 1986
JD, Law
University of Maine 1978 — 1982
Bachelor of Science (B.S.), Secondary Education and Teaching
Anthony Szydlowski Anthony Szydlowski's Imperial Finance & Trading Experience January 2010 - June 2010
Job EVP, General Counsel and Secretary at Landmark Apartment Trust of America, Inc.
Industry Law Practice
Experience
Landmark Apartment Trust of America, Inc. August 2014 - Present
Greenspoon Marder, P.A. March 2011 - August 2014
Imperial Finance & Trading January 2010 - June 2010
RenaissanceRe Holdings Ltd. April 2007 - October 2009
Akin Gump Strauss Hauer & Feld LLP September 2000 - March 2007
Sagamore Hill Capital Management June 2004 - October 2004
Skills
Securities Regulation, Mergers & Acquisitions, Corporate Law, Corporate Governance, Intellectual Property, Legal Writing, Joint Ventures, Corporate Finance, Licensing, Private Equity, Venture Capital, Restructuring, Securities
Education
Saint John's University School of Law 1997 — 2000
Juris Doctorate
University of Maine 1988 — 1992
B.S. Degree, Business, Finance
Landmark Apartment Trust of America, Inc. August 2014 - Present
Greenspoon Marder, P.A. March 2011 - August 2014
Imperial Finance & Trading January 2010 - June 2010
RenaissanceRe Holdings Ltd. April 2007 - October 2009
Akin Gump Strauss Hauer & Feld LLP September 2000 - March 2007
Sagamore Hill Capital Management June 2004 - October 2004
Skills
Securities Regulation, Mergers & Acquisitions, Corporate Law, Corporate Governance, Intellectual Property, Legal Writing, Joint Ventures, Corporate Finance, Licensing, Private Equity, Venture Capital, Restructuring, Securities
Education
Saint John's University School of Law 1997 — 2000
Juris Doctorate
University of Maine 1988 — 1992
B.S. Degree, Business, Finance
Bridget Clark, MAcc's Imperial Finance & Trading Experience 2009 - Present
Job Accounting Professional
Industry Accounting
Experience
Imperial Finance & Trading 2009 - Present
O2 Media April 2007 - November 2008
Southern Auto Finance Company January 2005 - January 2007
Enterprise Rent-A-Car October 2000 - April 2004
Skills
Accounts Payable, Accounting, Great Plains Software, Account Reconciliation, Auditing, Sarbanes-Oxley Act, General Ledger, QuickBooks, Financial Analysis, Forecasting, Strategic Financial..., Budgets, ADP Payroll, Finance, Payroll
Education
Nova Southeastern University 2007 — 2009
MS, Accounting
Tuskegee University 1996 — 2000
BS, Accounting
Imperial Finance & Trading 2009 - Present
O2 Media April 2007 - November 2008
Southern Auto Finance Company January 2005 - January 2007
Enterprise Rent-A-Car October 2000 - April 2004
Skills
Accounts Payable, Accounting, Great Plains Software, Account Reconciliation, Auditing, Sarbanes-Oxley Act, General Ledger, QuickBooks, Financial Analysis, Forecasting, Strategic Financial..., Budgets, ADP Payroll, Finance, Payroll
Education
Nova Southeastern University 2007 — 2009
MS, Accounting
Tuskegee University 1996 — 2000
BS, Accounting
Ben Greaves's Imperial Finance & Trading Experience June 2011 - May 2012
Job Renewal Sales Specialist at Citrix
Industry Information Technology and Services
Experience
Citrix May 2015 - Present
Miami Dolphins & Sun Life Stadium July 2012 - May 2015
Miami Dolphins & Sun Life Stadium May 2012 - July 2012
Imperial Finance & Trading June 2011 - May 2012
Global Cash Card July 2009 - June 2011
JM Family Enterprises May 2008 - August 2008
Skills
Customer Service, Account Management, Sales, Marketing, New Business Development, Microsoft Office, Negotiation, Marketing Strategy, Sales Management, Social Media Marketing, Salesforce.com, Strategic Planning, Archtics Ticketing..., Microsoft CRM, Client Prospecting, Team Building, PowerPoint, Sales Process, Leadership, Management, Analysis, Time Management, Microsoft Excel, Cold Calling, Human Resources, Networking, Social Networking, Finance, CRM, Customer Retention
Education
University of Alabama 2006 — 2010
Citrix May 2015 - Present
Miami Dolphins & Sun Life Stadium July 2012 - May 2015
Miami Dolphins & Sun Life Stadium May 2012 - July 2012
Imperial Finance & Trading June 2011 - May 2012
Global Cash Card July 2009 - June 2011
JM Family Enterprises May 2008 - August 2008
Skills
Customer Service, Account Management, Sales, Marketing, New Business Development, Microsoft Office, Negotiation, Marketing Strategy, Sales Management, Social Media Marketing, Salesforce.com, Strategic Planning, Archtics Ticketing..., Microsoft CRM, Client Prospecting, Team Building, PowerPoint, Sales Process, Leadership, Management, Analysis, Time Management, Microsoft Excel, Cold Calling, Human Resources, Networking, Social Networking, Finance, CRM, Customer Retention
Education
University of Alabama 2006 — 2010
Caroline Donini Caroline Donini's Imperial Finance & Trading Experience October 2009 - April 2010
Job Professional Nanny/Tutor
Industry Consumer Services
Experience
Mosby Legal Group October 2011 - March 2012
Imperial Finance & Trading October 2009 - April 2010
Buckhead Barn January 2008 - January 2009
Skills
Social Media, Microsoft Office, Research, Blogging, Editing, Event Management, Social Networking, Public Relations, Online Advertising, Customer Service, PowerPoint, Microsoft Excel, Social Media Marketing, Microsoft Word, Public Speaking, Digital Media, Administrative..., Proofreading, Office Management, Early Childhood..., Multi Tasking, Cultural Anthropology, Spanish Literature, Travel Management, Marketing Communications, Social Skills, Graphic Design, Interior Design, Construction Management, Strategic Hiring, Wireless Networking, Project Management, Casting, Charities, Investments, Marketing, Sales, Outlook, Training
Education
Georgia State University 2009 — 2012
Cultural Anthropology with a Minor in Spanish, Ethnic, Cultural Minority, Gender, and Group Studies
University of Guadalajara 2009 — 2009
Spanish, Ethnic, Cultural Minority, Gender, and Group Studies
North Atlanta Highschool 2007 — 2009
IB Diploma, International and Intercultural Communication
St. Pius X Catholic Highschool 2005 — 2007
Mosby Legal Group October 2011 - March 2012
Imperial Finance & Trading October 2009 - April 2010
Buckhead Barn January 2008 - January 2009
Skills
Social Media, Microsoft Office, Research, Blogging, Editing, Event Management, Social Networking, Public Relations, Online Advertising, Customer Service, PowerPoint, Microsoft Excel, Social Media Marketing, Microsoft Word, Public Speaking, Digital Media, Administrative..., Proofreading, Office Management, Early Childhood..., Multi Tasking, Cultural Anthropology, Spanish Literature, Travel Management, Marketing Communications, Social Skills, Graphic Design, Interior Design, Construction Management, Strategic Hiring, Wireless Networking, Project Management, Casting, Charities, Investments, Marketing, Sales, Outlook, Training
Education
Georgia State University 2009 — 2012
Cultural Anthropology with a Minor in Spanish, Ethnic, Cultural Minority, Gender, and Group Studies
University of Guadalajara 2009 — 2009
Spanish, Ethnic, Cultural Minority, Gender, and Group Studies
North Atlanta Highschool 2007 — 2009
IB Diploma, International and Intercultural Communication
St. Pius X Catholic Highschool 2005 — 2007
Robyn Jacobs Robyn Jacobs's Imperial Finance & Trading Experience December 2006 - February 2011
Job Palm Beach County School District
Industry Primary/Secondary Education
Experience
Palm Beach County School District February 2011 - Present
Imperial Finance & Trading December 2006 - February 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office
Education
Florida Atlantic University 2010 — 2011
Masters, Education
University of Baltimore 2003 — 2005
Bachelors, Criminal Justice
Essex Community College 2000 — 2002
Associate, General Studies
Palm Beach County School District February 2011 - Present
Imperial Finance & Trading December 2006 - February 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office
Education
Florida Atlantic University 2010 — 2011
Masters, Education
University of Baltimore 2003 — 2005
Bachelors, Criminal Justice
Essex Community College 2000 — 2002
Associate, General Studies
Jerome Parsley Jerome Parsley's Imperial Finance & Trading Experience June 2007 - December 2013
Job Director of Finance at DRB Capital, LLC
Industry Accounting
Experience
DRB Capital, LLC January 2014 - Present
Imperial Finance & Trading June 2007 - December 2013
PUEBLO XTRA INTERNATIONAL, INC August 2005 - June 2007
PEACHTREE SETTLEMENT FUNDING May 2002 - August 2005
AutoNation April 2001 - May 2002
WEINBERG & CO., P.A. January 2000 - April 2001
Barbee and Associates, PA 1998 - 1999
Skills
Finance, Variance Analysis, Sarbanes-Oxley Act, Accounting, General Ledger, Accounts Payable, Accounts Receivable, Payroll, Financial Reporting, Financial Accounting, Auditing, Internal Audit, Forecasting, Internal Controls
Education
Minnesota State University, Mankato 1993 — 1997
Bachelor of Science (BS), Accounting
DRB Capital, LLC January 2014 - Present
Imperial Finance & Trading June 2007 - December 2013
PUEBLO XTRA INTERNATIONAL, INC August 2005 - June 2007
PEACHTREE SETTLEMENT FUNDING May 2002 - August 2005
AutoNation April 2001 - May 2002
WEINBERG & CO., P.A. January 2000 - April 2001
Barbee and Associates, PA 1998 - 1999
Skills
Finance, Variance Analysis, Sarbanes-Oxley Act, Accounting, General Ledger, Accounts Payable, Accounts Receivable, Payroll, Financial Reporting, Financial Accounting, Auditing, Internal Audit, Forecasting, Internal Controls
Education
Minnesota State University, Mankato 1993 — 1997
Bachelor of Science (BS), Accounting
Sean Lockard's Imperial Finance & Trading Experience April 2011 - August 2011
Job Procurement Representative at Lockheed Martin
Industry Logistics and Supply Chain
Experience
Lockheed Martin April 2014 - Present
Digital Risk July 2013 - April 2014
Publix Supermarkets– Deerfield Beach March 2004 - July 2013
Imperial Finance & Trading April 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Financial Modeling, Microsoft Office, Account Reconciliation, Financial Analysis, Risk Analysis
Education
Florida State University - College of Business 2012 — 2013
Master of Science (MS), Finance, General
Florida State University 2008 — 2012
Bachelor of Science, Finance
Lockheed Martin April 2014 - Present
Digital Risk July 2013 - April 2014
Publix Supermarkets– Deerfield Beach March 2004 - July 2013
Imperial Finance & Trading April 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Financial Modeling, Microsoft Office, Account Reconciliation, Financial Analysis, Risk Analysis
Education
Florida State University - College of Business 2012 — 2013
Master of Science (MS), Finance, General
Florida State University 2008 — 2012
Bachelor of Science, Finance
Renato Siqueira Inacio, MCTS, MCP Renato Siqueira Inacio, MCTS, MCP's Imperial Finance & Trading Experience January 2015 - Present
Job Network Administrator at Imperial Finance & Trading
Industry Information Technology and Services
Experience
Imperial Finance & Trading January 2015 - Present
Rei Tech, Inc. December 2010 - Present
Western Digitech January 2013 - January 2015
Fann & Petruccelli, P.A. October 2002 - December 2012
Malman, Malman & Rosenthal January 2001 - October 2002
Freeman, Butterman, Haber & Rojas, LLP October 1999 - July 2000
Skills
Strategic Planning, Management, Marketing Strategy, Customer Service, Team Building, New Business Development, Business Strategy, Sales Management, Project Management, Negotiation, Sales, Team Leadership, Marketing, Social Media, Budgets, Microsoft Office, Training, Microsoft Excel, Business Analysis, Public Relations, Product Development, Event Management, Business Planning, Public Speaking, Email Marketing, Leadership, Networking, Business Development, Program Management, Security, IT Management, Network Security, Integration, System Administration, Information Technology, Cloud Computing, Windows Server, PowerPoint, Technical Support
Education
PC Professor 2011 — 2012
MCITP Server 2008
Florida International University - College of Business 1998 — 2002
B.A., International Business, Management Information Systems
Imperial Finance & Trading January 2015 - Present
Rei Tech, Inc. December 2010 - Present
Western Digitech January 2013 - January 2015
Fann & Petruccelli, P.A. October 2002 - December 2012
Malman, Malman & Rosenthal January 2001 - October 2002
Freeman, Butterman, Haber & Rojas, LLP October 1999 - July 2000
Skills
Strategic Planning, Management, Marketing Strategy, Customer Service, Team Building, New Business Development, Business Strategy, Sales Management, Project Management, Negotiation, Sales, Team Leadership, Marketing, Social Media, Budgets, Microsoft Office, Training, Microsoft Excel, Business Analysis, Public Relations, Product Development, Event Management, Business Planning, Public Speaking, Email Marketing, Leadership, Networking, Business Development, Program Management, Security, IT Management, Network Security, Integration, System Administration, Information Technology, Cloud Computing, Windows Server, PowerPoint, Technical Support
Education
PC Professor 2011 — 2012
MCITP Server 2008
Florida International University - College of Business 1998 — 2002
B.A., International Business, Management Information Systems
David Zuliani David Zuliani's Imperial Finance & Trading Experience September 2011 - February 2012
Job Account Manager/pharmaceutical sales at Cell Science Systems
Industry Financial Services
Experience
Cell Science Systems February 2012 - Present
Imperial Finance & Trading September 2011 - February 2012
ASTRAZENECA Pharmaceuticals April 2009 - September 2011
Coast Beverage April 2008 - April 2009
Arizona Beverage Company March 2004 - April 2008
Skills
New Business Development, Account Management, Consultative Selling, Negotiation, Selling, Sourcing, Sales Operations, Sales, Leadership, Merchandising, Market Research, Marketing Strategy, Direct Sales, Solution Selling, Management, Social Media Marketing, Business Planning, Product Marketing, CRM, Forecasting, Team Building, Sales Management, Recruiting, Pharmaceutical Sales, Sales Presentations, Key Account Management, Coaching, Product Launch, Customer Service, Contract Negotiation, Time Management, Business Strategy, Program Management, Healthcare, Market Planning, Salesforce.com, Key Account Development, Cold Calling, Cross-functional Team..., Product Development, B2B, Strategy, Training, Marketing Management, Teamwork, Pricing, Strategic Planning, Sales Process, Competitive Analysis, Budgets
Education
Saint John's University 1989 — 1990
MBA courses
University of Rhode Island - College of Business Administration 1985 — 1989
B.S, Business Mgt.
Xaverian Brothers High 1981 — 1985
College Prep
Saint John's University
University of Rhode Island North
B.S, Business Management
Cell Science Systems February 2012 - Present
Imperial Finance & Trading September 2011 - February 2012
ASTRAZENECA Pharmaceuticals April 2009 - September 2011
Coast Beverage April 2008 - April 2009
Arizona Beverage Company March 2004 - April 2008
Skills
New Business Development, Account Management, Consultative Selling, Negotiation, Selling, Sourcing, Sales Operations, Sales, Leadership, Merchandising, Market Research, Marketing Strategy, Direct Sales, Solution Selling, Management, Social Media Marketing, Business Planning, Product Marketing, CRM, Forecasting, Team Building, Sales Management, Recruiting, Pharmaceutical Sales, Sales Presentations, Key Account Management, Coaching, Product Launch, Customer Service, Contract Negotiation, Time Management, Business Strategy, Program Management, Healthcare, Market Planning, Salesforce.com, Key Account Development, Cold Calling, Cross-functional Team..., Product Development, B2B, Strategy, Training, Marketing Management, Teamwork, Pricing, Strategic Planning, Sales Process, Competitive Analysis, Budgets
Education
Saint John's University 1989 — 1990
MBA courses
University of Rhode Island - College of Business Administration 1985 — 1989
B.S, Business Mgt.
Xaverian Brothers High 1981 — 1985
College Prep
Saint John's University
University of Rhode Island North
B.S, Business Management
Tina Rosewell Tina Rosewell's Imperial Finance & Trading Experience March 2012 - June 2012
Job Experienced Controller with CPAConstruction, medical, hospitality, schools and non profitsFlorida and California
Industry Accounting
Experience
Rosewell Consulting January 2010 - Present
Knox Theological Seminary, Inc. February 2014 - May 2015
Inspirations for Youth and Families and Oliver Pyatt Centers June 2012 - June 2013
Imperial Finance & Trading March 2012 - June 2012
Living Color November 2010 - March 2012
WyzAnt Tutoring June 2010 - June 2011
CDPApc September 2008 - April 2009
Belzon January 2007 - May 2007
Compass Services U.K January 1981 - July 2000
Skills
Financial Accounting..., Construction/Project..., Governmental Accounting, Patch Management, Financial Accounting, Government Accounting, IFRS, Accounting, General Ledger, Leadership, Cash Flow, Fixed Assets, Auditing, Financial Reporting, QuickBooks, Tax, Account Reconciliation, Budgets, Financial Analysis, Journal Entries
Education
Florida State University 2010 — 2010
MBA, Accounting
University of Alabama in Huntsville 2009 — 2010
MBA, Accounting and some Marketing
University of Alabama in Huntsville 2004 — 2008
Bachelors, Accounting
John C Calhoun State Community College 2002 — 2004
associates, accounting
Westminster and Ealing Colleges
Associates, Hospitality
Rosewell Consulting January 2010 - Present
Knox Theological Seminary, Inc. February 2014 - May 2015
Inspirations for Youth and Families and Oliver Pyatt Centers June 2012 - June 2013
Imperial Finance & Trading March 2012 - June 2012
Living Color November 2010 - March 2012
WyzAnt Tutoring June 2010 - June 2011
CDPApc September 2008 - April 2009
Belzon January 2007 - May 2007
Compass Services U.K January 1981 - July 2000
Skills
Financial Accounting..., Construction/Project..., Governmental Accounting, Patch Management, Financial Accounting, Government Accounting, IFRS, Accounting, General Ledger, Leadership, Cash Flow, Fixed Assets, Auditing, Financial Reporting, QuickBooks, Tax, Account Reconciliation, Budgets, Financial Analysis, Journal Entries
Education
Florida State University 2010 — 2010
MBA, Accounting
University of Alabama in Huntsville 2009 — 2010
MBA, Accounting and some Marketing
University of Alabama in Huntsville 2004 — 2008
Bachelors, Accounting
John C Calhoun State Community College 2002 — 2004
associates, accounting
Westminster and Ealing Colleges
Associates, Hospitality
Christopher Stillman's Imperial Finance & Trading Experience July 2007 - Present
Job Paralegal at Imperial Finance & Trading
Industry Financial Services
Experience
Imperial Finance & Trading July 2007 - Present
SBA Communications 2006 - 2007
Miller, Kagan, Rodriguez, & Silver, L.P. 2005 - 2006
Niutech, LLC 2004 - 2005
Capital One 1997 - 2003
Skills
Microsoft Office 2010..., Westlaw, LexisNexis, PACER, Netsuite, Legal Writing, Legal Documents, Analysis, Administration, Management
Education
Nova Southeastern University 2005 — 2005
Certificate, Paralegal Studies
University of Richmond 2000 — 2002
Master of Business Administration (MBA)
The College of William and Mary 1990 — 1994
Bachelor's degree, Political Science and Government
Imperial Finance & Trading July 2007 - Present
SBA Communications 2006 - 2007
Miller, Kagan, Rodriguez, & Silver, L.P. 2005 - 2006
Niutech, LLC 2004 - 2005
Capital One 1997 - 2003
Skills
Microsoft Office 2010..., Westlaw, LexisNexis, PACER, Netsuite, Legal Writing, Legal Documents, Analysis, Administration, Management
Education
Nova Southeastern University 2005 — 2005
Certificate, Paralegal Studies
University of Richmond 2000 — 2002
Master of Business Administration (MBA)
The College of William and Mary 1990 — 1994
Bachelor's degree, Political Science and Government
Danielle Katz Danielle Katz's Imperial Finance & Trading Experience 2006 - 2011
Job Licensed Realtor at Douglas Elliman Real Estate
Industry Real Estate
Experience
Douglas Elliman Real Estate 2015 - Present
Imperial Finance & Trading 2006 - 2011
Distinctive Realty 2005 - 2011
Skills
Marketing, Real Estate, Marketing Strategy, Team Building, Management, Contract Negotiation, Negotiation, Sales, Social Media, Strategic Planning
Education
University of Rhode Island - College of Business Administration 1995 — 1999
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
Douglas Elliman Real Estate 2015 - Present
Imperial Finance & Trading 2006 - 2011
Distinctive Realty 2005 - 2011
Skills
Marketing, Real Estate, Marketing Strategy, Team Building, Management, Contract Negotiation, Negotiation, Sales, Social Media, Strategic Planning
Education
University of Rhode Island - College of Business Administration 1995 — 1999
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
Sloane Brummer Sloane Brummer's Imperial Finance & Trading Experience December 2006 - October 2009
Job SelfEmployed
Industry Construction
Experience
Patriots of the Low Country August 2011 - Present
Buck Lumber & Building Supply, Inc. September 2014 - May 2015
Dow Inc & Visual Consulting August 2010 - September 2014
ProJet Aviation February 2010 - June 2011
Imperial Finance & Trading December 2006 - October 2009
Peachtree Life August 2006 - December 2006
Skills
Project Management, Process Improvement, Customer Service, Microsoft Office, Management, Microsoft Excel, Leadership, Project Planning, Contract Negotiation, Program Management, Negotiation, Team Building, Budgets, Sales, Marketing, Event Planning, Social Media, Strategic Planning, Social Media Marketing, CRM, PowerPoint, Training, Account Management
Education
National Outdoor Leadership School - NOLS 2003 — 2004
Outdoor Leadership & survival degree, Organizational Leadership & Wilderness Survival
Saint Johns River State College 2000 — 2003
Associate of Science (A.S.), Finance and Financial Management Services
Patriots of the Low Country August 2011 - Present
Buck Lumber & Building Supply, Inc. September 2014 - May 2015
Dow Inc & Visual Consulting August 2010 - September 2014
ProJet Aviation February 2010 - June 2011
Imperial Finance & Trading December 2006 - October 2009
Peachtree Life August 2006 - December 2006
Skills
Project Management, Process Improvement, Customer Service, Microsoft Office, Management, Microsoft Excel, Leadership, Project Planning, Contract Negotiation, Program Management, Negotiation, Team Building, Budgets, Sales, Marketing, Event Planning, Social Media, Strategic Planning, Social Media Marketing, CRM, PowerPoint, Training, Account Management
Education
National Outdoor Leadership School - NOLS 2003 — 2004
Outdoor Leadership & survival degree, Organizational Leadership & Wilderness Survival
Saint Johns River State College 2000 — 2003
Associate of Science (A.S.), Finance and Financial Management Services
Natalie Brathwaite's Imperial Finance & Trading Experience October 2009 - Present
Job
Industry Financial Services
Experience
Imperial Finance & Trading October 2009 - Present
WealthModes, LLC & The Simba Pride, LLC August 2009 - May 2010
AT&T Mobility 1996 - 2006
Skills
Insurance, Budgets, Finance, Financial Analysis, Investments, Loans, Microsoft Excel, Risk Management, Strategic Financial..., Underwriting, Credit, Corporate Finance, Management, Financial Planning, Customer Service
Education
Nova Southeastern University 2003 — 2005
Master's degree, Business Administration and Management, General
Northwood University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Imperial Finance & Trading October 2009 - Present
WealthModes, LLC & The Simba Pride, LLC August 2009 - May 2010
AT&T Mobility 1996 - 2006
Skills
Insurance, Budgets, Finance, Financial Analysis, Investments, Loans, Microsoft Excel, Risk Management, Strategic Financial..., Underwriting, Credit, Corporate Finance, Management, Financial Planning, Customer Service
Education
Nova Southeastern University 2003 — 2005
Master's degree, Business Administration and Management, General
Northwood University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Jeremy Brow Jeremy Brow's Imperial Finance & Trading Experience April 2010 - August 2012
Job Operations Manager at American Health Agency
Industry Insurance
Experience
American Health Agency February 2013 - Present
The Insurance Academy April 2012 - February 2013
Imperial Finance & Trading April 2010 - August 2012
HBDC 2006 - 2008
Skills
Insurance, Retirement Planning, Account Management, Negotiation, Strategic Financial..., Outlook, Salesforce.com, Microsoft Excel, Social Media Marketing, Online Advertising, New Business Development, Investments, Real Estate, Microsoft Word, Microsoft Office, Finance, PowerPoint, Financial Analysis, Customer Service, Fixed Annuities
Education
University of Florida - Warrington College of Business Administration 1997 — 2002
BS, Economics
American Health Agency February 2013 - Present
The Insurance Academy April 2012 - February 2013
Imperial Finance & Trading April 2010 - August 2012
HBDC 2006 - 2008
Skills
Insurance, Retirement Planning, Account Management, Negotiation, Strategic Financial..., Outlook, Salesforce.com, Microsoft Excel, Social Media Marketing, Online Advertising, New Business Development, Investments, Real Estate, Microsoft Word, Microsoft Office, Finance, PowerPoint, Financial Analysis, Customer Service, Fixed Annuities
Education
University of Florida - Warrington College of Business Administration 1997 — 2002
BS, Economics
DAVE PICOW DAVE PICOW's Imperial Finance & Trading Experience 2008 - 2009
Job President at LMVACATIONS
Industry Hospitality
Experience
LM VACATIONS January 2014 - Present
Wells Fargo 2010 - 2012
Imperial Finance & Trading 2008 - 2009
Education
State University of New York College at Oneonta
Bachelor of Business Administration (B.B.A.), BUSINESS
LM VACATIONS January 2014 - Present
Wells Fargo 2010 - 2012
Imperial Finance & Trading 2008 - 2009
Education
State University of New York College at Oneonta
Bachelor of Business Administration (B.B.A.), BUSINESS
Parbatie Corraliza Parbatie Corraliza's Imperial Finance & Trading Experience August 2011 - July 2014
Job Treasury Supervisor at Universal American Mortgage Company (UAMC)/Lennar Corp
Industry Financial Services
Experience
Universal American Mortgage Company (UAMC) September 2014 - Present
DFASS Group July 2014 - September 2014
Imperial Finance & Trading August 2011 - July 2014
Lennar January 1999 - July 2011
Skills
Customer Service, Cash Management, Treasury, Financial Analysis, Management, Credit, Finance, Microsoft Office, Training, Financial Modeling, Accounting, Financial Transactions, Loans, Team Leadership, Strategic Planning, Process Improvement, Analysis, Team Building, Treasury Management
Education
University of Phoenix
Masters, Management
University of Phoenix
BS in Business Administration
Universal American Mortgage Company (UAMC) September 2014 - Present
DFASS Group July 2014 - September 2014
Imperial Finance & Trading August 2011 - July 2014
Lennar January 1999 - July 2011
Skills
Customer Service, Cash Management, Treasury, Financial Analysis, Management, Credit, Finance, Microsoft Office, Training, Financial Modeling, Accounting, Financial Transactions, Loans, Team Leadership, Strategic Planning, Process Improvement, Analysis, Team Building, Treasury Management
Education
University of Phoenix
Masters, Management
University of Phoenix
BS in Business Administration
Albert Faustino's Imperial Finance & Trading Experience March 2007 - November 2010
Job Sr. Business & Sr. Financial Analyst
Industry Financial Services
Experience
Confidential January 2011 - Present
Imperial Finance & Trading March 2007 - November 2010
Florida Power & Light (FPL) February 2006 - March 2007
Fidelity Investments November 1998 - January 2006
Skills
Essbase, Financial Modeling, Forecasting, Hyperion Planning, Budgets, Cognos, Microsoft Excel, Business Intelligence, Project Management, NetSuite, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Accounting, Finance, Sarbanes-Oxley Act, Corporate Finance, Access, ERP Implementations, Annual Planning, Variance Analysis, Performance Management, Managed Funds, ROI Optimization, Mutual Funds, Stock Management, TM1, Power Pivot, Financial Forecasting, Process Improvement, Account Reconciliation, Analysis, Cash Flow, Hyperion, Management, Business Analysis, Budgeting, Mergers & Acquisitions, CRM, Financial Planning
Education
Framingham State College 1998 — 2002
Bachelor, Business Administration; Finance
Framingham State College
Masters, Business Administration; Finance
Confidential January 2011 - Present
Imperial Finance & Trading March 2007 - November 2010
Florida Power & Light (FPL) February 2006 - March 2007
Fidelity Investments November 1998 - January 2006
Skills
Essbase, Financial Modeling, Forecasting, Hyperion Planning, Budgets, Cognos, Microsoft Excel, Business Intelligence, Project Management, NetSuite, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Accounting, Finance, Sarbanes-Oxley Act, Corporate Finance, Access, ERP Implementations, Annual Planning, Variance Analysis, Performance Management, Managed Funds, ROI Optimization, Mutual Funds, Stock Management, TM1, Power Pivot, Financial Forecasting, Process Improvement, Account Reconciliation, Analysis, Cash Flow, Hyperion, Management, Business Analysis, Budgeting, Mergers & Acquisitions, CRM, Financial Planning
Education
Framingham State College 1998 — 2002
Bachelor, Business Administration; Finance
Framingham State College
Masters, Business Administration; Finance
Andrew Strange Andrew Strange's Imperial Finance & Trading Experience January 2010 - February 2011
Job Director of Member Services at The Rx Helper LLC
Industry Health, Wellness and Fitness
Experience
The Rx Helper LLC January 2012 - Present
Click Fish Media January 2011 - Present
Imperial Finance & Trading January 2010 - February 2011
GHS SOLUTIONS, LLC October 2008 - January 2010
Skills
Negotiation, Forecasting, Customer Relations, Marketing Strategy, New Business Development, Customer Service, Leadership, Business Development, Social Media Marketing, Automotive, Sales, Strategic Planning, Lead Generation, Microsoft Excel, Contract Negotiation, Sales Process, Retail, Competitive Analysis, Customer Retention, Marketing, Account Management, Product Development, Automobile, Sales Management, Vehicles, Business Strategy, Pricing, Customer Satisfaction, Management, Team Building, Business Planning, Selling, CRM, Budgets, Purchasing, Inventory Management, Sales Operations, B2B, Microsoft Office, Profit, Salesforce.com, Training
Education
Temple University 2004 — 2008
FINANCE
The Rx Helper LLC January 2012 - Present
Click Fish Media January 2011 - Present
Imperial Finance & Trading January 2010 - February 2011
GHS SOLUTIONS, LLC October 2008 - January 2010
Skills
Negotiation, Forecasting, Customer Relations, Marketing Strategy, New Business Development, Customer Service, Leadership, Business Development, Social Media Marketing, Automotive, Sales, Strategic Planning, Lead Generation, Microsoft Excel, Contract Negotiation, Sales Process, Retail, Competitive Analysis, Customer Retention, Marketing, Account Management, Product Development, Automobile, Sales Management, Vehicles, Business Strategy, Pricing, Customer Satisfaction, Management, Team Building, Business Planning, Selling, CRM, Budgets, Purchasing, Inventory Management, Sales Operations, B2B, Microsoft Office, Profit, Salesforce.com, Training
Education
Temple University 2004 — 2008
FINANCE
Kevin Hopwood Kevin Hopwood's Imperial Finance & Trading Experience April 2011 - July 2011
Job Lead Software Engineer
Industry Information Technology and Services
Experience
Coverall Cleaning Concepts December 2008 - Present
Protective Products Enterprises June 2007 - December 2011
Imperial Finance & Trading April 2011 - July 2011
The GEO Group, Inc. February 2006 - July 2007
Medical Staffing Network June 2005 - February 2006
Coverall Cleaning Concepts November 2000 - June 2005
Triad Marketing Group November 1999 - November 2000
ChoicePoint / Database Technologies November 1997 - November 1999
Pinnacle Hospitality May 1997 - November 1997
Deer Creek Products January 1995 - May 1997
Skills
C#, HTML, JavaScript, Android Development, NUnit, SSRS, Windows Mobile, Microsoft SQL Server, Visual Studio, VB.NET, Business Intelligence, SSAS, SSIS, Data Warehousing, OLAP, Agile / Scrum..., NHibernate, NetTiers, ASP.NET, AJAX, XSLT, XML, Web Services, Software Development, Analysis Services, .NET, Databases
Education
University of Miami 2000 — 2002
Computer Science
Florida Atlantic University 1998 — 1999
Computer Science
Broward College 1996 — 1997
Accounting, Business Law
Coverall Cleaning Concepts December 2008 - Present
Protective Products Enterprises June 2007 - December 2011
Imperial Finance & Trading April 2011 - July 2011
The GEO Group, Inc. February 2006 - July 2007
Medical Staffing Network June 2005 - February 2006
Coverall Cleaning Concepts November 2000 - June 2005
Triad Marketing Group November 1999 - November 2000
ChoicePoint / Database Technologies November 1997 - November 1999
Pinnacle Hospitality May 1997 - November 1997
Deer Creek Products January 1995 - May 1997
Skills
C#, HTML, JavaScript, Android Development, NUnit, SSRS, Windows Mobile, Microsoft SQL Server, Visual Studio, VB.NET, Business Intelligence, SSAS, SSIS, Data Warehousing, OLAP, Agile / Scrum..., NHibernate, NetTiers, ASP.NET, AJAX, XSLT, XML, Web Services, Software Development, Analysis Services, .NET, Databases
Education
University of Miami 2000 — 2002
Computer Science
Florida Atlantic University 1998 — 1999
Computer Science
Broward College 1996 — 1997
Accounting, Business Law
Ashley Weitzman Ashley Weitzman's Imperial Finance & Trading Experience January 2008 - January 2009
Job
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan July 2014 - Present
Oppenheimer & Co. Inc. January 2012 - June 2014
Korea Poly School July 2010 - July 2011
Kelley/Uustal, PLC February 2009 - June 2010
Imperial Finance & Trading January 2008 - January 2009
Winthrop and Jovanovich, P.A. March 2006 - January 2008
Education
Florida Atlantic University 2002 — 2005
B.A.
J.P. Morgan April 2015 - Present
J.P. Morgan July 2014 - Present
Oppenheimer & Co. Inc. January 2012 - June 2014
Korea Poly School July 2010 - July 2011
Kelley/Uustal, PLC February 2009 - June 2010
Imperial Finance & Trading January 2008 - January 2009
Winthrop and Jovanovich, P.A. March 2006 - January 2008
Education
Florida Atlantic University 2002 — 2005
B.A.
Benjamin Siegel Benjamin Siegel's Imperial Finance & Trading Experience January 2012 - September 2014
Job Master of Health Administration
Industry Hospital & Health Care
Experience
Rysurg, LLC March 2014 - Present
The Hanley Center May 2014 - September 2014
Imperial Finance & Trading January 2012 - September 2014
Optimus Trading Group May 2010 - January 2012
Skills
Fixed Annuities, Finance, Sales, Investments, Customer Service, Insurance, Salesforce.com, Marketing Strategy, Strategic Financial..., Account Management, Real Estate, New Business Development, Marketing, Financial Analysis, Social Media Marketing, Product Marketing, Marketing Communications, Management, Business Development, CRM, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing and Management
Florida Atlantic University 2013 — 2015
Master’s Degree, Health/Health Care Administration/Management, 4.0
Rysurg, LLC March 2014 - Present
The Hanley Center May 2014 - September 2014
Imperial Finance & Trading January 2012 - September 2014
Optimus Trading Group May 2010 - January 2012
Skills
Fixed Annuities, Finance, Sales, Investments, Customer Service, Insurance, Salesforce.com, Marketing Strategy, Strategic Financial..., Account Management, Real Estate, New Business Development, Marketing, Financial Analysis, Social Media Marketing, Product Marketing, Marketing Communications, Management, Business Development, CRM, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing and Management
Florida Atlantic University 2013 — 2015
Master’s Degree, Health/Health Care Administration/Management, 4.0
Joseph Zito's Imperial Finance & Trading Experience February 2008 - March 2011
Job Accountant with Imperial Finance & Trade
Industry Accounting
Experience
Imperial Finance & Trading February 2008 - March 2011
Pueblo International March 1999 - February 2008
Education
Florida Atlantic University 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
Imperial Finance & Trading February 2008 - March 2011
Pueblo International March 1999 - February 2008
Education
Florida Atlantic University 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
Jeremy Blasbalg's Imperial Finance & Trading Experience March 2009 - April 2014
Job
Industry Financial Services
Experience
One Payment May 2015 - Present
Imperial Finance & Trading March 2009 - April 2014
World Savings/Wachovia March 2005 - October 2008
Skills
Real Estate, Risk Management, Coaching, Consulting, Account Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Recruiting, Customer Service, Salesforce.com, Mortgage Lending, Team Building, Analysis, Management, Outlook, Credit, Interviews, Sales
Education
Florida Atlantic University 1999 — 2004
BA
Spanish River High School 1994 — 1998
One Payment May 2015 - Present
Imperial Finance & Trading March 2009 - April 2014
World Savings/Wachovia March 2005 - October 2008
Skills
Real Estate, Risk Management, Coaching, Consulting, Account Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Recruiting, Customer Service, Salesforce.com, Mortgage Lending, Team Building, Analysis, Management, Outlook, Credit, Interviews, Sales
Education
Florida Atlantic University 1999 — 2004
BA
Spanish River High School 1994 — 1998
Drew McMullen's Imperial Finance & Trading Experience August 2006 - Present
Job Senior Vice President, Life Finances
Industry Financial Services
Experience
Imperial Finance & Trading August 2006 - Present
Skills
Alternative Investments, Investments, Financial Modeling, Strategic Financial..., Retirement Planning, Financial Analysis, Insurance, Fixed Annuities, Finance, Life Insurance, Mergers, Corporate Finance, Life Settlements, Premium Financing, Structured Settlements, Risk Management, Credit Risk, Credit Analysis, Underwriting, Credit, Asset Management, Mergers & Acquisitions, Private Equity
Education
University at Buffalo 2003 — 2005
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder - Leeds School of Business 1993 — 1998
Bachelor of Science (BS), Finance, General
Berkshire School 1991 — 1992
Eaglebrook School 1986 — 1988
Imperial Finance & Trading August 2006 - Present
Skills
Alternative Investments, Investments, Financial Modeling, Strategic Financial..., Retirement Planning, Financial Analysis, Insurance, Fixed Annuities, Finance, Life Insurance, Mergers, Corporate Finance, Life Settlements, Premium Financing, Structured Settlements, Risk Management, Credit Risk, Credit Analysis, Underwriting, Credit, Asset Management, Mergers & Acquisitions, Private Equity
Education
University at Buffalo 2003 — 2005
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder - Leeds School of Business 1993 — 1998
Bachelor of Science (BS), Finance, General
Berkshire School 1991 — 1992
Eaglebrook School 1986 — 1988
Michele Chester's Imperial Finance & Trading Experience February 2012 - May 2012
Job Payroll Manager at Red Hawk Fire & Security Company
Industry Financial Services
Experience
Red Hawk Fire & Security Company May 2013 - Present
Medical Staffing Network May 2012 - May 2013
Medical Staffing Network April 2012 - May 2013
Imperial Finance & Trading February 2012 - May 2012
Imperial Finance& Trading February 2012 - May 2012
NCCI September 2005 - January 2011
NCCI Holdings, Inc September 2005 - January 2011
Boca Community Hospital December 2002 - January 2004
Applied Programming Solutions June 1998 - April 2001
APS June 1997 - August 1998
Skills
Customer Relations, Payroll, ADP, Customer Service, Payroll Processing, HRIS, Word, Excel, PowerPoint, Microsoft Office, Performance Management, Outlook, Accounting, Great Plains Software, ADP Payroll, Microsoft Excel, Software Documentation, Account Reconciliation, Training, Human Resources, Payroll Taxes, General Ledger, Microsoft Word, Management, Auditing, Access, Employee Benefits, PeopleSoft, Benefits Administration, ADP ReportSmith, Multi-state Payroll..., Ceridian, Employee Relations, Finance, Ceridian Payroll System, Journal Entries, Process Improvement, Interviews, Onboarding, Garnishments, Talent Acquisition, Applicant Tracking..., Hiring, Recruiting, Ultipro, Staffing Services, Invoicing, Accounts Payable, Personnel Management, Internet Recruiting
Education
Florida Atlantic University 2002 — 2003
Florida Atlantic University 1992 — 1995
County College of Morris 1990 — 1992
Associates in Arts Degree, Liberal Arts and Sciences/Liberal Studies
West Milford High School 1986 — 1990
High School Diploma
Red Hawk Fire & Security Company May 2013 - Present
Medical Staffing Network May 2012 - May 2013
Medical Staffing Network April 2012 - May 2013
Imperial Finance & Trading February 2012 - May 2012
Imperial Finance& Trading February 2012 - May 2012
NCCI September 2005 - January 2011
NCCI Holdings, Inc September 2005 - January 2011
Boca Community Hospital December 2002 - January 2004
Applied Programming Solutions June 1998 - April 2001
APS June 1997 - August 1998
Skills
Customer Relations, Payroll, ADP, Customer Service, Payroll Processing, HRIS, Word, Excel, PowerPoint, Microsoft Office, Performance Management, Outlook, Accounting, Great Plains Software, ADP Payroll, Microsoft Excel, Software Documentation, Account Reconciliation, Training, Human Resources, Payroll Taxes, General Ledger, Microsoft Word, Management, Auditing, Access, Employee Benefits, PeopleSoft, Benefits Administration, ADP ReportSmith, Multi-state Payroll..., Ceridian, Employee Relations, Finance, Ceridian Payroll System, Journal Entries, Process Improvement, Interviews, Onboarding, Garnishments, Talent Acquisition, Applicant Tracking..., Hiring, Recruiting, Ultipro, Staffing Services, Invoicing, Accounts Payable, Personnel Management, Internet Recruiting
Education
Florida Atlantic University 2002 — 2003
Florida Atlantic University 1992 — 1995
County College of Morris 1990 — 1992
Associates in Arts Degree, Liberal Arts and Sciences/Liberal Studies
West Milford High School 1986 — 1990
High School Diploma
Jen Sparrell's Imperial Finance & Trading Experience December 2007 - February 2011
Job Finance Manager at The Estimating Edge
Industry Financial Services
Experience
The Estimating Edge August 2015 - Present
OneUp Sports January 2015 - August 2015
Great White Shark Enterprises February 2011 - January 2015
Imperial Finance & Trading December 2007 - February 2011
St. Joe Company July 2006 - December 2007
Cleartel Communications June 2004 - August 2006
Skills
Accounts Receivable, Payroll, General Ledger, Account Reconciliation, Accounts Payable, Great Plains Software, Accounting, ADP Payroll, Budgets, Customer Service, Invoicing, Finance, Journal Entries, Variance Analysis, Outlook, Auditing, JD Edwards, Microsoft Excel, Management, Human Resources, Financial Analysis, Financial Statements, QuickBooks
Education
Florida Atlantic University 1997 — 1997
Certificate, Human Resources Management
Palm Beach State College 1990 — 1992
Computer Science
State University of NY @ Farmingdale 1986 — 1989
AA, Computer Science
Grumman Data Systems 1981 — 1982
Certificate, Computer Programming
The Estimating Edge August 2015 - Present
OneUp Sports January 2015 - August 2015
Great White Shark Enterprises February 2011 - January 2015
Imperial Finance & Trading December 2007 - February 2011
St. Joe Company July 2006 - December 2007
Cleartel Communications June 2004 - August 2006
Skills
Accounts Receivable, Payroll, General Ledger, Account Reconciliation, Accounts Payable, Great Plains Software, Accounting, ADP Payroll, Budgets, Customer Service, Invoicing, Finance, Journal Entries, Variance Analysis, Outlook, Auditing, JD Edwards, Microsoft Excel, Management, Human Resources, Financial Analysis, Financial Statements, QuickBooks
Education
Florida Atlantic University 1997 — 1997
Certificate, Human Resources Management
Palm Beach State College 1990 — 1992
Computer Science
State University of NY @ Farmingdale 1986 — 1989
AA, Computer Science
Grumman Data Systems 1981 — 1982
Certificate, Computer Programming
Marshall Geores's Imperial Finance & Trading Experience 2009 - 2010
Job Assistant Vice President
Industry Legal Services
Experience
Caliber Home Loans March 2011 - Present
Imperial Finance & Trading 2009 - 2010
Morgan Stanley Residential Mortgage, Inc. 2004 - June 2008
Skills
Risk Management, Credit, Management, Banking, Leadership, Portfolio Management, Capital Markets, Finance, Financial Services, Asset Management
Education
University of Pittsburgh School of Law 1993 — 1996
Caliber Home Loans March 2011 - Present
Imperial Finance & Trading 2009 - 2010
Morgan Stanley Residential Mortgage, Inc. 2004 - June 2008
Skills
Risk Management, Credit, Management, Banking, Leadership, Portfolio Management, Capital Markets, Finance, Financial Services, Asset Management
Education
University of Pittsburgh School of Law 1993 — 1996
Richard O'connell's Imperial Finance & Trading Experience January 2010 - Present
Job Chief Financial Officer at Imperial Finance & Trading
Industry Financial Services
Experience
Imperial Finance & Trading January 2010 - Present
RapidAdvance, LLC April 2006 - December 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1983
Master of Business Administration (M.B.A.), Finance, General
Franklin & Marshall College 1975 — 1979
B.A., French, French Studies
Imperial Finance & Trading January 2010 - Present
RapidAdvance, LLC April 2006 - December 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1983
Master of Business Administration (M.B.A.), Finance, General
Franklin & Marshall College 1975 — 1979
B.A., French, French Studies
Jacquelyn Sando's Imperial Finance & Trading Experience July 2009 - December 2009
Job Financial Services Professional
Industry Financial Services
Experience
Imperial Finance & Trading July 2009 - December 2009
US Installation Group October 2008 - July 2009
Peachtree Settlement Funding September 2004 - May 2008
NASD July 2003 - September 2004
Boca Raton Resort & Club September 2002 - April 2003
Skills
Credit, Due Diligence, Financial Services, Internal Audit, Management, Policy, Underwriting
Education
Villanova University 1981 — 1985
BA
Florida Atlantic University
Certificate
Florida Atlantic University
Certificate
Imperial Finance & Trading July 2009 - December 2009
US Installation Group October 2008 - July 2009
Peachtree Settlement Funding September 2004 - May 2008
NASD July 2003 - September 2004
Boca Raton Resort & Club September 2002 - April 2003
Skills
Credit, Due Diligence, Financial Services, Internal Audit, Management, Policy, Underwriting
Education
Villanova University 1981 — 1985
BA
Florida Atlantic University
Certificate
Florida Atlantic University
Certificate
Marc Joseph's Imperial Finance & Trading Experience March 2011 - December 2011
Job Financial Analyst at AeroTurbine
Industry Financial Services
Experience
AeroTurbine May 2012 - Present
Imperial Finance & Trading March 2011 - December 2011
Carnival Corporation March 2010 - February 2011
Kaplan November 2009 - March 2010
CANI Financial August 2008 - November 2009
Education
Florida Agricultural and Mechanical University 2002 — 2008
MBA, Finance
AeroTurbine May 2012 - Present
Imperial Finance & Trading March 2011 - December 2011
Carnival Corporation March 2010 - February 2011
Kaplan November 2009 - March 2010
CANI Financial August 2008 - November 2009
Education
Florida Agricultural and Mechanical University 2002 — 2008
MBA, Finance
Clint Cheek's Imperial Finance & Trading Experience 2008 - 2008
Job Owner at Personal Business Entrepreneur x 5
Industry Retail
Experience
Personal Business Entrepreneur x 5 September 2010 - Present
SeniorOne Financial 2009 - 2010
Spectrus Real Estate Group November 2006 - February 2008
Imperial Finance & Trading 2008 - 2008
SeniorOne Financial November 2003 - April 2006
Bankers Life and Casualty July 1999 - November 2003
Skills
Sales Management, Marketing Strategy, Customer Service, Mergers & Acquisitions, Entrepreneurship, Real Estate, Investments, Sales, Asset Management, Insurance, Finance, Management, Recruiting, Team Building, Strategic Planning, Time Management, Nonprofits, Public Speaking, Marketing, Start-ups, Training, Fixed Annuities, Strategy, Interviews, Customer Retention, Asset Managment, Lead Generation, New Business Development
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Hardin-Simmons University 1992 — 1998
BBS
Personal Business Entrepreneur x 5 September 2010 - Present
SeniorOne Financial 2009 - 2010
Spectrus Real Estate Group November 2006 - February 2008
Imperial Finance & Trading 2008 - 2008
SeniorOne Financial November 2003 - April 2006
Bankers Life and Casualty July 1999 - November 2003
Skills
Sales Management, Marketing Strategy, Customer Service, Mergers & Acquisitions, Entrepreneurship, Real Estate, Investments, Sales, Asset Management, Insurance, Finance, Management, Recruiting, Team Building, Strategic Planning, Time Management, Nonprofits, Public Speaking, Marketing, Start-ups, Training, Fixed Annuities, Strategy, Interviews, Customer Retention, Asset Managment, Lead Generation, New Business Development
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Hardin-Simmons University 1992 — 1998
BBS
Alice Everett's Imperial Finance & Trading Experience March 2009 - October 2009
Job Inspection Specialist at PCAOB
Industry Accounting
Experience
Public Company Accounting Oversight Board October 2009 - Present
Imperial Finance & Trading March 2009 - October 2009
Sunera Business Consultants 2006 - 2008
KPMG 1998 - 2006
Skills
Accounting, Internal Controls, Auditing
Education
Florida Atlantic University 1995 — 1997
Masters, Accounting
University of Miami - School of Business 1990 — 1994
BBA, Accounting
Public Company Accounting Oversight Board October 2009 - Present
Imperial Finance & Trading March 2009 - October 2009
Sunera Business Consultants 2006 - 2008
KPMG 1998 - 2006
Skills
Accounting, Internal Controls, Auditing
Education
Florida Atlantic University 1995 — 1997
Masters, Accounting
University of Miami - School of Business 1990 — 1994
BBA, Accounting
Norah Abramson's Imperial Finance & Trading Experience July 2013 - Present
Job Sr. Financial Analyst at Emergent Capital
Industry Consumer Goods
Experience
Imperial Finance & Trading July 2013 - Present
Office Depot June 2012 - July 2013
C3/CustomerContactChannels, Inc. 2011 - 2012
Jarden Consumer Solutions November 2009 - June 2011
Jarden Consumer Solutions 2006 - 2009
Jarden Consumer Solutions 2004 - 2006
Jarden Consumer Solutions 2002 - 2004
Jarden Consumer Solutions 2001 - 2002
Florida Health Choice 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Pricing, P&L, Account Reconciliation, Consolidation, Microsoft Office, JD Edwards, Excel, Hyperion, Hyperion Enterprise, Income Statement, Financial Modeling, Cognos, Essbase, Forecasting, Microsoft Excel, Budgets, Process Improvement, Accounting, Analysis, Finance, Financial Accounting, Business Planning, Strategy, Mergers & Acquisitions, Management, Managerial Finance
Education
Philadelphia University 1983 — 1985
B.S., Accounting
Imperial Finance & Trading July 2013 - Present
Office Depot June 2012 - July 2013
C3/CustomerContactChannels, Inc. 2011 - 2012
Jarden Consumer Solutions November 2009 - June 2011
Jarden Consumer Solutions 2006 - 2009
Jarden Consumer Solutions 2004 - 2006
Jarden Consumer Solutions 2002 - 2004
Jarden Consumer Solutions 2001 - 2002
Florida Health Choice 1998 - 2001
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Pricing, P&L, Account Reconciliation, Consolidation, Microsoft Office, JD Edwards, Excel, Hyperion, Hyperion Enterprise, Income Statement, Financial Modeling, Cognos, Essbase, Forecasting, Microsoft Excel, Budgets, Process Improvement, Accounting, Analysis, Finance, Financial Accounting, Business Planning, Strategy, Mergers & Acquisitions, Management, Managerial Finance
Education
Philadelphia University 1983 — 1985
B.S., Accounting
Fausta G. Lipscomb, CPA, MBA's Imperial Finance & Trading Experience 2008 - 2009
Job Registered Representative at H,D. VEST INVESTMENT SERVICES
Industry Financial Services
Experience
H,D. VEST INVESTMENT SERVICES May 2013 - Present
Imperial Finance & Trading 2008 - 2009
Office Depot 2007 - 2008
Rail America, Inc. 2005 - 2007
Peachtree Settlement Funding 2003 - 2005
Ocwen Financial Corporation 1999 - 2003
TIAA-CREF 1989 - 1999
Skills
Microsoft Excel, Managerial Finance, Account Reconciliation, Bank Reconciliation, Accounts Payable, Budgets, GAAP, Financial Analysis, Internal Controls, Forecasting, Accounting, Auditing, Statutory Accounting, General Ledger, Variance Analysis, Accounts Receivable, Process Improvement, Sarbanes-Oxley Act, Cash Management, QuickBooks, Financial Services, Leadership
Education
Pace University - Lubin School of Business 1989 — 1993
MBA, Accounting
Bernard Baruch College
BBA, Business Administration
H,D. VEST INVESTMENT SERVICES May 2013 - Present
Imperial Finance & Trading 2008 - 2009
Office Depot 2007 - 2008
Rail America, Inc. 2005 - 2007
Peachtree Settlement Funding 2003 - 2005
Ocwen Financial Corporation 1999 - 2003
TIAA-CREF 1989 - 1999
Skills
Microsoft Excel, Managerial Finance, Account Reconciliation, Bank Reconciliation, Accounts Payable, Budgets, GAAP, Financial Analysis, Internal Controls, Forecasting, Accounting, Auditing, Statutory Accounting, General Ledger, Variance Analysis, Accounts Receivable, Process Improvement, Sarbanes-Oxley Act, Cash Management, QuickBooks, Financial Services, Leadership
Education
Pace University - Lubin School of Business 1989 — 1993
MBA, Accounting
Bernard Baruch College
BBA, Business Administration
Christine Atkinson's Imperial Finance & Trading Experience February 2008 - February 2009
Job Relationship Manager at Bridgeport Capital Services
Industry Financial Services
Experience
Bridgeport Capital Services October 2009 - Present
Imperial Finance & Trading February 2008 - February 2009
Florida Prepaid College Board January 2006 - December 2007
Franklin Templeton Investments February 2005 - August 2005
Kovack Securities, Inc. December 2003 - December 2003
Skills
Financial Modeling, Financial Analysis, Funding, Financial Reporting, Investments, Access, Loans, Portfolio Management, Credit, Credit Analysis, Finance, Financial Services, Customer Service
Education
Florida Atlantic University 2003 — 2004
Bachelor of Business Administration, Finance
Bridgeport Capital Services October 2009 - Present
Imperial Finance & Trading February 2008 - February 2009
Florida Prepaid College Board January 2006 - December 2007
Franklin Templeton Investments February 2005 - August 2005
Kovack Securities, Inc. December 2003 - December 2003
Skills
Financial Modeling, Financial Analysis, Funding, Financial Reporting, Investments, Access, Loans, Portfolio Management, Credit, Credit Analysis, Finance, Financial Services, Customer Service
Education
Florida Atlantic University 2003 — 2004
Bachelor of Business Administration, Finance
Scott Cohenford's Imperial Finance & Trading Experience November 2009 - May 2010
Job Merchant Cash Advance Consultant
Industry Financial Services
Experience
Bizlogix March 2014 - Present
NeoGrowth Credit Pvt. Ltd. April 2012 - March 2014
Business Financial Services April 2011 - March 2012
SDC Consulting May 2010 - April 2011
Imperial Finance & Trading November 2009 - May 2010
RapidAdvance June 2006 - November 2009
First Annapolis Consulting, Inc. June 2005 - June 2006
Skills
Financial Analysis, Analysis, Business Planning, Strategic Planning, Leadership, Business Strategy, Strategy, Business Analysis, Finance, Budgets, Process Improvement, Merchant Cash Advance, Business Process..., Technology..., Business Analytics, Project Management, Microsoft Excel, Management, Financial Modeling, Start-ups, Business Development, Management Consulting, Strategic Partnerships, Entrepreneurship, Risk Management
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
West Warwick High School 1997 — 2001
Valedictorian
Bizlogix March 2014 - Present
NeoGrowth Credit Pvt. Ltd. April 2012 - March 2014
Business Financial Services April 2011 - March 2012
SDC Consulting May 2010 - April 2011
Imperial Finance & Trading November 2009 - May 2010
RapidAdvance June 2006 - November 2009
First Annapolis Consulting, Inc. June 2005 - June 2006
Skills
Financial Analysis, Analysis, Business Planning, Strategic Planning, Leadership, Business Strategy, Strategy, Business Analysis, Finance, Budgets, Process Improvement, Merchant Cash Advance, Business Process..., Technology..., Business Analytics, Project Management, Microsoft Excel, Management, Financial Modeling, Start-ups, Business Development, Management Consulting, Strategic Partnerships, Entrepreneurship, Risk Management
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
West Warwick High School 1997 — 2001
Valedictorian
Joe Gleason's Imperial Finance & Trading Experience February 2011 - August 2015
Job Accounting Professional
Industry Accounting
Experience
Imperial Finance & Trading February 2011 - August 2015
BankUnited January 2008 - July 2010
College Loan Corporation 2006 - 2007
Fairfield Residential 2003 - 2006
Arthur Andersen, LLP 1999 - 2001
KPMG 1997 - 1999
Education
Nova Southeastern University 1995 — 1997
Masters, Accounting, 4.0
Imperial Finance & Trading February 2011 - August 2015
BankUnited January 2008 - July 2010
College Loan Corporation 2006 - 2007
Fairfield Residential 2003 - 2006
Arthur Andersen, LLP 1999 - 2001
KPMG 1997 - 1999
Education
Nova Southeastern University 1995 — 1997
Masters, Accounting, 4.0
Lanfang Dai's Imperial Finance & Trading Experience December 2010 - October 2011
Job Associate Actuary at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2014 - Present
Lincoln Financial Group October 2011 - January 2014
Imperial Finance & Trading December 2010 - October 2011
American Family Insurance May 2010 - December 2010
Skills
Actuarial Science, SAS, VBA, Financial Reporting, Variable Annuities, Life Insurance, Derivatives, Financial Modeling, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 2007 — 2009
MS, Actuarial Science
Prudential Financial January 2014 - Present
Lincoln Financial Group October 2011 - January 2014
Imperial Finance & Trading December 2010 - October 2011
American Family Insurance May 2010 - December 2010
Skills
Actuarial Science, SAS, VBA, Financial Reporting, Variable Annuities, Life Insurance, Derivatives, Financial Modeling, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 2007 — 2009
MS, Actuarial Science
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO