Institutional Financial Markets, Inc. (formerly Cohen & Company)
Industry: Investment management company
DescriptionHeadquarters: Philadelphia, PA Founded: 1999 Subsidiaries: IFMI, LLC, Cohen Brothers, LLC,
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Institutional Financial Markets, Inc. (formerly Cohen & Company) Employees
Employee
Years
Job
Industry
Simit D. Shah Simit D. Shah's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience April 2004 - December 2007
Job Director of Treasury at Apollo Education Group
Industry Education Management
Experience
Apollo Education Group August 2014 - Present
Brookline College August 2013 - August 2014
EDMC June 2012 - May 2013
EDMC January 2010 - June 2012
New Technology Steel/Nu tek Steel, LLC 2008 - 2009
Institutional Financial Markets, Inc. (formerly Cohen & Company) April 2004 - December 2007
The NeoStrata Company 2001 - 2002
Skills
Corporate Finance, Financial Analysis, Valuation, Due Diligence, Forecasting, Capital Markets, Cash Flow, Credit Analysis, Structured Finance, Corporate Treasury, Middle Market, Capital Structure, student financing, student lending, private student loans, Finance, Management, Leadership, Financial Modeling, Analysis, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2009
Master of Business Administration (M.B.A.)
VIU/Ca Foscari University 2003 — 2003
Master of Arts (M.A.), Economics and Finance
Villanova University 1996 — 2000
Bachelor of Science (B.S.), Chemistry
Apollo Education Group August 2014 - Present
Brookline College August 2013 - August 2014
EDMC June 2012 - May 2013
EDMC January 2010 - June 2012
New Technology Steel/Nu tek Steel, LLC 2008 - 2009
Institutional Financial Markets, Inc. (formerly Cohen & Company) April 2004 - December 2007
The NeoStrata Company 2001 - 2002
Skills
Corporate Finance, Financial Analysis, Valuation, Due Diligence, Forecasting, Capital Markets, Cash Flow, Credit Analysis, Structured Finance, Corporate Treasury, Middle Market, Capital Structure, student financing, student lending, private student loans, Finance, Management, Leadership, Financial Modeling, Analysis, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2009
Master of Business Administration (M.B.A.)
VIU/Ca Foscari University 2003 — 2003
Master of Arts (M.A.), Economics and Finance
Villanova University 1996 — 2000
Bachelor of Science (B.S.), Chemistry
Sheila Chambliss Sheila Chambliss's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience 2004 - 2008
Job Executive Administrator & Event/Meeting Planner
Industry Executive Office
Experience
Comcast Cable April 2013 - April 2013
Resources Global Professionals April 2012 - November 2012
AECOM October 2010 - April 2012
Big Brothers Big Sisters International April 2010 - October 2010
Staffing Agencies October 2008 - November 2009
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2004 - 2008
Towers Watson 2001 - 2003
Ballard Spahr LLP 1999 - 2000
Morgan, Lewis & Bockius LLP 1995 - 1999
Skills
High Level Of..., Heavy Calendaring, Coordinating Events, Project Management, Work Independently with..., C-level support, Executive Travel, Internet Resources, Meeting Planning, Executive Support, Event Planning, Microsoft Office 2010, Event Management, Corporate Events, Microsoft Office Suite
Education
Chestnut Hill College
Bachelor of Science, Business Communications
Temple University
Certificate – Project Management
Temple University
Certificate – Meeting Planning –
Comcast Cable April 2013 - April 2013
Resources Global Professionals April 2012 - November 2012
AECOM October 2010 - April 2012
Big Brothers Big Sisters International April 2010 - October 2010
Staffing Agencies October 2008 - November 2009
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2004 - 2008
Towers Watson 2001 - 2003
Ballard Spahr LLP 1999 - 2000
Morgan, Lewis & Bockius LLP 1995 - 1999
Skills
High Level Of..., Heavy Calendaring, Coordinating Events, Project Management, Work Independently with..., C-level support, Executive Travel, Internet Resources, Meeting Planning, Executive Support, Event Planning, Microsoft Office 2010, Event Management, Corporate Events, Microsoft Office Suite
Education
Chestnut Hill College
Bachelor of Science, Business Communications
Temple University
Certificate – Project Management
Temple University
Certificate – Meeting Planning –
Alvar Soosaar Alvar Soosaar's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience April 2004 - July 2006
Job Managing Director & CoFounder at Tablespoon Ventures LLC
Industry Investment Management
Experience
Tablespoon Ventures LLC May 2014 - Present
OxonCapital ▪▫ April 2011 - Present
RAIT Financial Trust August 2006 - December 2014
Institutional Financial Markets, Inc. (formerly Cohen & Company) April 2004 - July 2006
Gallatin & Company September 2001 - April 2004
SNL Financial October 1997 - August 2000
University of Virginia Alumni Association June 1996 - August 1997
Skills
Portfolio Management, Asset Management, Capital Markets, Investments, Credit Analysis, Securities, Industry Analysis, Equities, Private Equity, Valuation, Corporate Finance, Financial Modeling, Venture Capital, Financial Analysis, Structured Finance, Fixed Income, Investor Relations, Real Estate, Restructuring, Emerging Markets, Start-ups, Investment Strategies, Asset Allocation, Structuring, Negotiation, Research, Wealth Management, Alternative Investments, Asset Managment, Investment Advisory, Hedge Funds, Mergers & Acquisitions, Equity Research, Financial Structuring, Bonds, Finance, Investment Management, Mutual Funds, Financial Services, Due Diligence, Bloomberg, Structured Products, Securitization, Derivatives, Management, Analysis, Leadership, Executive Management
Education
University of Oxford - Said Business School 2009 — 2010
MBA, Finance and Strategy
University of Virginia 1992 — 1997
BA, Foreign Affairs, French
SNL Financial Summer Analyst Training 2004 — 2004
Financial Services corporate analysis
Metsaülikool
not applicable
Belmont High School 1988 — 1992
High school diploma
International School of Boston (fka Ecole Bilingue) 1977 — 1985
5th grade, recess
Tablespoon Ventures LLC May 2014 - Present
OxonCapital ▪▫ April 2011 - Present
RAIT Financial Trust August 2006 - December 2014
Institutional Financial Markets, Inc. (formerly Cohen & Company) April 2004 - July 2006
Gallatin & Company September 2001 - April 2004
SNL Financial October 1997 - August 2000
University of Virginia Alumni Association June 1996 - August 1997
Skills
Portfolio Management, Asset Management, Capital Markets, Investments, Credit Analysis, Securities, Industry Analysis, Equities, Private Equity, Valuation, Corporate Finance, Financial Modeling, Venture Capital, Financial Analysis, Structured Finance, Fixed Income, Investor Relations, Real Estate, Restructuring, Emerging Markets, Start-ups, Investment Strategies, Asset Allocation, Structuring, Negotiation, Research, Wealth Management, Alternative Investments, Asset Managment, Investment Advisory, Hedge Funds, Mergers & Acquisitions, Equity Research, Financial Structuring, Bonds, Finance, Investment Management, Mutual Funds, Financial Services, Due Diligence, Bloomberg, Structured Products, Securitization, Derivatives, Management, Analysis, Leadership, Executive Management
Education
University of Oxford - Said Business School 2009 — 2010
MBA, Finance and Strategy
University of Virginia 1992 — 1997
BA, Foreign Affairs, French
SNL Financial Summer Analyst Training 2004 — 2004
Financial Services corporate analysis
Metsaülikool
not applicable
Belmont High School 1988 — 1992
High school diploma
International School of Boston (fka Ecole Bilingue) 1977 — 1985
5th grade, recess
Benjamin Presseisen Benjamin Presseisen's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience July 2004 - April 2007
Job
Industry Consumer Goods
Experience
Bloomberg June 2011 - January 2014
Scratch Music Group October 2010 - April 2011
SCA Tissue North America April 2009 - June 2010
Temple University April 2007 - September 2008
SeventySix Capital (formerly ETF Venture Funds) January 2008 - August 2008
Scentcom January 2008 - June 2008
Institutional Financial Markets, Inc. (formerly Cohen & Company) July 2004 - April 2007
Universal Music Group May 2003 - June 2004
Sony BMG December 2000 - May 2003
Arthur Andersen July 1997 - September 2000
Skills
Strategic Planning, Business Development, Corporate Finance, Strategy, Business Strategy, Data Analysis, Financial Analysis, Market Research, Financial Modeling, Management Consulting, Analysis
Education
Temple University - Fox School of Business and Management 2007 — 2008
MBA
Temple University - Fox School of Business and Management 2007 — 2008
MS
The University of Chicago 1993 — 1997
BA
The Friends Select School
Bloomberg June 2011 - January 2014
Scratch Music Group October 2010 - April 2011
SCA Tissue North America April 2009 - June 2010
Temple University April 2007 - September 2008
SeventySix Capital (formerly ETF Venture Funds) January 2008 - August 2008
Scentcom January 2008 - June 2008
Institutional Financial Markets, Inc. (formerly Cohen & Company) July 2004 - April 2007
Universal Music Group May 2003 - June 2004
Sony BMG December 2000 - May 2003
Arthur Andersen July 1997 - September 2000
Skills
Strategic Planning, Business Development, Corporate Finance, Strategy, Business Strategy, Data Analysis, Financial Analysis, Market Research, Financial Modeling, Management Consulting, Analysis
Education
Temple University - Fox School of Business and Management 2007 — 2008
MBA
Temple University - Fox School of Business and Management 2007 — 2008
MS
The University of Chicago 1993 — 1997
BA
The Friends Select School
Barry C. Mohr Barry C. Mohr's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience April 2006 - March 2012
Job CoFounder & CEO MallHawk, Inc.
Industry Internet
Experience
MallHawk, Inc. April 2014 - Present
Guggenheim Securities October 2013 - October 2014
Pierpont Securities March 2012 - October 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company) April 2006 - March 2012
KBW December 2001 - April 2006
Skills
Fixed Income, Securitization, Trading, Capital Markets, CDO, Structured Finance, Bonds, Bloomberg, Securities, Hedge Funds, Equities, Credit, Alternative Investments, Private Equity, ABS, Structured Products, Asset Management, Asset Managment, Retail, Mobile Internet, E-commerce, E-commerce Optimization, Venture Capital, Online Marketing, Online Advertising, Social Media, Digital Marketing
Education
Seton Hall University 1990 — 1994
Bachelor, Economics and Finance
MallHawk, Inc. April 2014 - Present
Guggenheim Securities October 2013 - October 2014
Pierpont Securities March 2012 - October 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company) April 2006 - March 2012
KBW December 2001 - April 2006
Skills
Fixed Income, Securitization, Trading, Capital Markets, CDO, Structured Finance, Bonds, Bloomberg, Securities, Hedge Funds, Equities, Credit, Alternative Investments, Private Equity, ABS, Structured Products, Asset Management, Asset Managment, Retail, Mobile Internet, E-commerce, E-commerce Optimization, Venture Capital, Online Marketing, Online Advertising, Social Media, Digital Marketing
Education
Seton Hall University 1990 — 1994
Bachelor, Economics and Finance
Mike Pagliaro, CFA Mike Pagliaro, CFA's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience June 2007 - June 2008
Job Investment Officer at Hirtle Callaghan & Co
Industry Investment Management
Experience
Hirtle Callaghan & Co September 2008 - Present
Community Foundation of Southern New Jersey January 2013 - Present
Jewish Community Foundation Inc. February 2013 - Present
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2007 - June 2008
SEI Investments June 2006 - June 2007
State Street Global Markets October 2005 - May 2006
Skills
Asset Management, Investments, Portfolio Management, Equities, Asset Managment, ETFs, Capital Markets, Mergers & Acquisitions, Trading, Wealth Management, Valuation, Securities, Venture Capital, Mutual Funds, Financial Advisory
Education
CFA Institute
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Bachelor of Science, Marketing
Daniel Hand High School 1996 — 2000
Diploma
Hirtle Callaghan & Co September 2008 - Present
Community Foundation of Southern New Jersey January 2013 - Present
Jewish Community Foundation Inc. February 2013 - Present
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2007 - June 2008
SEI Investments June 2006 - June 2007
State Street Global Markets October 2005 - May 2006
Skills
Asset Management, Investments, Portfolio Management, Equities, Asset Managment, ETFs, Capital Markets, Mergers & Acquisitions, Trading, Wealth Management, Valuation, Securities, Venture Capital, Mutual Funds, Financial Advisory
Education
CFA Institute
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Bachelor of Science, Marketing
Daniel Hand High School 1996 — 2000
Diploma
Ashley Velykis Ashley Velykis's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience October 2013 - Present
Job Senior Accountant at Institutional Financial Markets, Inc.
Industry Accounting
Experience
Institutional Financial Markets, Inc. (formerly Cohen & Company) October 2013 - Present
JPMorgan Chase May 2012 - October 2013
BNY Mellon August 2010 - April 2012
Stonemor Partners, L.P. June 2009 - September 2010
Horty & Horty. P.A. June 2008 - May 2009
Horty & Horty, P.A. January 2008 - April 2008
C.H. Robinson Worldwide, Inc. July 2007 - January 2008
Skills
Auditing, General Ledger, Cash, Reconciliations, Accounting, Investments, Excel, Microsoft Office, Asset Management, Mutual Funds, Financial Reporting, Compliance, Teamwork, Hedge Funds, Financial Accounting, Budgeting, SOX, Microsoft Excel, Hedge Fund Accounting, Alternative Investments, Critical Thinking, SAP, Access, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Financial Statements
Education
University of Delaware 2004 — 2008
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Accounting
Delsea Regional High School 2000 — 2004
Institutional Financial Markets, Inc. (formerly Cohen & Company) October 2013 - Present
JPMorgan Chase May 2012 - October 2013
BNY Mellon August 2010 - April 2012
Stonemor Partners, L.P. June 2009 - September 2010
Horty & Horty. P.A. June 2008 - May 2009
Horty & Horty, P.A. January 2008 - April 2008
C.H. Robinson Worldwide, Inc. July 2007 - January 2008
Skills
Auditing, General Ledger, Cash, Reconciliations, Accounting, Investments, Excel, Microsoft Office, Asset Management, Mutual Funds, Financial Reporting, Compliance, Teamwork, Hedge Funds, Financial Accounting, Budgeting, SOX, Microsoft Excel, Hedge Fund Accounting, Alternative Investments, Critical Thinking, SAP, Access, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Financial Statements
Education
University of Delaware 2004 — 2008
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Accounting
Delsea Regional High School 2000 — 2004
Jonnell Cuddahy's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience January 2006 - Present
Job Vice President, Human Resources and Payroll Manager at JVB Financial Group, LLC
Industry Human Resources
Experience
Institutional Financial Markets, Inc. (formerly Cohen & Company) January 2006 - Present
JVB Financial Group, LLC January 2011 - Present
C&Co/PrinceRidge LLC September 2012 - Present
Addisons Ball, benefit for congenital heart disease January 2008 - Present
IHS Global Insight February 1999 - December 2005
Skills
Payroll Processing, HRIS, Benefits Administration, HR Policies, Office Management, Immigration, 401k, EEO compliance, ERISA, I-9 Compliance, Administrative Support, HIPAA, Health Insurance, Disability Insurance, Insurance Claims, COBRA Administration, Diversity Training, Severance, New Hire Orientation, Supervisory Skills, Administrative..., Payroll, New Hire Orientations, COBRA, Employee Relations, Immigration Law, Human Resources, Employee Benefits, Insurance, Management, Labor Relations
Education
Delaware County Community College 2005 — 2006
HRMC, Human Resources
Institutional Financial Markets, Inc. (formerly Cohen & Company) January 2006 - Present
JVB Financial Group, LLC January 2011 - Present
C&Co/PrinceRidge LLC September 2012 - Present
Addisons Ball, benefit for congenital heart disease January 2008 - Present
IHS Global Insight February 1999 - December 2005
Skills
Payroll Processing, HRIS, Benefits Administration, HR Policies, Office Management, Immigration, 401k, EEO compliance, ERISA, I-9 Compliance, Administrative Support, HIPAA, Health Insurance, Disability Insurance, Insurance Claims, COBRA Administration, Diversity Training, Severance, New Hire Orientation, Supervisory Skills, Administrative..., Payroll, New Hire Orientations, COBRA, Employee Relations, Immigration Law, Human Resources, Employee Benefits, Insurance, Management, Labor Relations
Education
Delaware County Community College 2005 — 2006
HRMC, Human Resources
Eric Pallone Eric Pallone's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience 2010 - 2012
Job High Yield Credit Analyst at Goldman Sachs Asset Management
Industry
Experience
Goldman Sachs Asset Management July 2014 - Present
Goldman Sachs June 2013 - August 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2010 - 2012
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2009 - 2010
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2007 - 2009
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2006 - 2007
Education
Columbia Business School 2012 — 2014
University of Richmond 2002 — 2006
Economics
Goldman Sachs Asset Management July 2014 - Present
Goldman Sachs June 2013 - August 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2010 - 2012
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2009 - 2010
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2007 - 2009
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2006 - 2007
Education
Columbia Business School 2012 — 2014
University of Richmond 2002 — 2006
Economics
Nicholas Killebrew's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience March 2011 - February 2012
Job Senior Vice President at Parse Capital
Industry Investment Management
Experience
Parse Capital, LLC June 2013 - Present
Trefethen Advisors, LLC May 2013 - Present
Academy Securities August 2013 - Present
Kuhns Brothers Securities Corporation February 2012 - April 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company) March 2011 - February 2012
CapStone Investments August 2002 - March 2011
Killebrew and Company January 1998 - April 2004
Skills
Private Equity, Venture Capital, Mezzanine, Real Estate, Public Companies, Retail, Hospitality, Capital Markets, Equities, Alternative Investments, Investment Banking, Hedge Funds
Education
University of Colorado Boulder
Business, Business / Spanish
Tabor Academy
Parse Capital, LLC June 2013 - Present
Trefethen Advisors, LLC May 2013 - Present
Academy Securities August 2013 - Present
Kuhns Brothers Securities Corporation February 2012 - April 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company) March 2011 - February 2012
CapStone Investments August 2002 - March 2011
Killebrew and Company January 1998 - April 2004
Skills
Private Equity, Venture Capital, Mezzanine, Real Estate, Public Companies, Retail, Hospitality, Capital Markets, Equities, Alternative Investments, Investment Banking, Hedge Funds
Education
University of Colorado Boulder
Business, Business / Spanish
Tabor Academy
Amy Creighton's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience 2006 - Present
Job Director of Planning & Analysis at Institutional Financial Markets
Industry Financial Services
Experience
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2006 - Present
Janney Montgomery Scott 1995 - 2001
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investments
Education
London School of Economics and Political Science
Master of Science (MSc), Economics
Smith College
Bachelor of Arts (B.A.), Economics
Institutional Financial Markets, Inc. (formerly Cohen & Company) 2006 - Present
Janney Montgomery Scott 1995 - 2001
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Mergers & Acquisitions, Investments
Education
London School of Economics and Political Science
Master of Science (MSc), Economics
Smith College
Bachelor of Arts (B.A.), Economics
Jay McEntee's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience December 2009 - November 2013
Job Chief Operating Officer and Chief Financial Officer at FinTech Acquistion Corp.
Industry Financial Services
Experience
T-REX Group October 2014 - Present
StBWell, LLC June 2010 - Present
The Chester Fund for Education and the Arts July 2012 - Present
The Bancorp Bank January 2001 - Present
FinTech Acquistion Corp. August 2014 - Present
The PrinceRidge Group (a subsidiary of Institutional Financial Markets, Inc. August 2012 - November 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company) December 2009 - November 2013
Alesco Financial, Inc. January 1996 - December 2009
Pegasus Communications 1996 - 2002
Lamb McErlane PC 1990 - 2000
Education
New York University School of Law 1984 — 1986
LL.M., Taxation
Rutgers University School of Law - Camden 1979 — 1982
JD
Boston College 1975 — 1979
BA
T-REX Group October 2014 - Present
StBWell, LLC June 2010 - Present
The Chester Fund for Education and the Arts July 2012 - Present
The Bancorp Bank January 2001 - Present
FinTech Acquistion Corp. August 2014 - Present
The PrinceRidge Group (a subsidiary of Institutional Financial Markets, Inc. August 2012 - November 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company) December 2009 - November 2013
Alesco Financial, Inc. January 1996 - December 2009
Pegasus Communications 1996 - 2002
Lamb McErlane PC 1990 - 2000
Education
New York University School of Law 1984 — 1986
LL.M., Taxation
Rutgers University School of Law - Camden 1979 — 1982
JD
Boston College 1975 — 1979
BA
James Staltaro's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience June 2013 - March 2014
Job MNS International
Industry Financial Services
Experience
MNS International November 2014 - Present
Aegis Capital May 2014 - November 2014
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2013 - March 2014
MKM Partners August 2012 - June 2013
Maxim Group September 2011 - August 2012
Societe Generale August 2010 - September 2011
Maxim Group January 2003 - July 2010
Investec December 2001 - September 2002
Skills
Equity Derivatives, Derivatives, Options, Equities, Bloomberg, Hedge Funds, Trading, Portfolio Management, Series 7, Commodity, Equity Trading, Technical Analysis, Fixed Income, Financial Markets, Capital Markets, Electronic Trading, Alternative Investments, ETFs, Trading Systems, Securities, Proprietary Trading, Series 63, Equity Research, Trading Strategies
Education
Saint Joseph's University 1996 — 2000
Bachelor of Sciences, Finance
Fairfield Prep 1992 — 1996
MNS International November 2014 - Present
Aegis Capital May 2014 - November 2014
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2013 - March 2014
MKM Partners August 2012 - June 2013
Maxim Group September 2011 - August 2012
Societe Generale August 2010 - September 2011
Maxim Group January 2003 - July 2010
Investec December 2001 - September 2002
Skills
Equity Derivatives, Derivatives, Options, Equities, Bloomberg, Hedge Funds, Trading, Portfolio Management, Series 7, Commodity, Equity Trading, Technical Analysis, Fixed Income, Financial Markets, Capital Markets, Electronic Trading, Alternative Investments, ETFs, Trading Systems, Securities, Proprietary Trading, Series 63, Equity Research, Trading Strategies
Education
Saint Joseph's University 1996 — 2000
Bachelor of Sciences, Finance
Fairfield Prep 1992 — 1996
Pavel Sherman's Institutional Financial Markets, Inc. (formerly Cohen & Company) Experience June 2006 - June 2012
Job Manager of Infrastructure at CLEAR (by Alclear, LLC)
Industry Financial Services
Experience
CLEAR (by Alclear, LLC) November 2012 - Present
Cortview Capital Holdings Inc June 2012 - November 2012
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2006 - June 2012
Coudert Brothers 2002 - 2006
Merrill Lynch November 2000 - August 2002
ProPharm October 1997 - October 2000
Skills
Microsoft Technologies, VMware, SAN, Cisco, Document Management, IT Strategy, Cisco Technologies
Education
Seneca College of Applied Arts and Technology 1995 — 1998
CLEAR (by Alclear, LLC) November 2012 - Present
Cortview Capital Holdings Inc June 2012 - November 2012
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2006 - June 2012
Coudert Brothers 2002 - 2006
Merrill Lynch November 2000 - August 2002
ProPharm October 1997 - October 2000
Skills
Microsoft Technologies, VMware, SAN, Cisco, Document Management, IT Strategy, Cisco Technologies
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group