INVESTMENT PLACEMENT GROUP
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INVESTMENT PLACEMENT GROUP Employees
Investment Placement Group July 2015 - Present
Pershing LLC January 2008 - Present
Bear Stearns October 2001 - October 2007
SunGard 1998 - 2001
TD Waterhouse Investor Services 1996 - 1998
Philadelphia Stock Exchange 1990 - 1996
Skills
CRM, Financial Services, Management, Project Management, Sales Management, Strategy, Securities, Hedge Funds, Asset Management, Capital Markets, Trading, Executive Management, Equities, Sales, Fixed Income, Business Strategy
Education
Temple University
EY September 2015 - Present
EY August 2014 - September 2015
Honors Student Board June 2012 - June 2013
Investment Placement Group June 2012 - August 2012
The Blue Angels Program January 2010 - March 2010
YMCA October 2009 - March 2010
Helen Woodward Animal Center July 2006 - July 2006
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Leadership, Teamwork, Access, Facebook, Financial Analysis, Time Management, Minitab, SPSS, Microsoft Office, FrontPage, Teaching, Coaching, Outlook, Data Analysis, Business Process..., Business Strategy, Business Planning, Budgets, Business Analysis, Excel, Word, Understands Spanish, Python
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor's degree, Finance and Financial Management Services, Graduate
San Diego Mesa College 2009 — 2010
La Jolla High School 2006 — 2010
BancTrust November 2013 - January 2015
Investment Placement Group October 2012 - August 2013
Torino Capital LLC January 2012 - November 2012
Gleacher and Co August 2011 - January 2012
Hamershlag Sulzberger Borg February 2008 - June 2011
HSBC January 2003 - December 2007
Coutts January 1999 - July 2003
Deutsche Bank January 1996 - December 1998
Citi 1991 - 1996
Skills
Fixed Income, Capital Markets, Investment Banking, Valuation, Investments, Trading, Derivatives, Hedge Funds, High Yield, Corporate Finance, Portfolio Management, Financial Markets, Private Equity, Alternative Investments, Emerging Markets, Bonds, Asset Management, Structured Products, Bloomberg, Structured Finance, Investment Strategies, Financial Structuring, Venture Capital, Equity Research, Investment Management
Education
Colorado State University 1987 — 1991
BA/IR
USIU 1988 — 1990
MF, Finance
Harvard University 1988 — 1988
Political Science and Government
Culver Military Academy 1983 — 1987
United States International University
MF Finance
Forward Holdings, LLC April 2012 - Present
A & W Produce July 2009 - April 2010
XCU CAPITAL CORPORATION July 2006 - October 2007
INVESTMENT PLACEMENT GROUP June 1986 - October 2004
Skills
Financial Analysis, Investments, Auditing, Budgets, Finance, Forecasting, Management, Contract Negotiation, Financial Audits, Analysis, Credit Analysis, Business Development, Credit, Financial Modeling, Loans, Strategic Financial..., Executive Management, Accounting, Mergers & Acquisitions, Financial Reporting, Asset Management, Internal Audit, Entrepreneurship, Valuation, Private Equity
Education
University of San Diego 1979 — 1984
B.A, Business Administration
Nogales High School 1975 — 1979
Diploma
Investment Placement Group 1988 - Present
Penoles metals & chemicals May 1985 - August 1987
Education
New York University 1983 — 1985
MBA, Finance / International Business
Instituto Tecnologico Autonomo de Mexico 1976 — 1981
Accounting
Pepperdine University June 2014 - Present
Pepperdine University November 2012 - Present
Pepperdine University February 2010 - November 2012
Investment Placement Group May 2009 - August 2009
Westside Investment Management, LLC January 2009 - April 2009
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Hedge Fund Analytics, Private Equity/Venture..., Real Estate Private..., Oil and Gas Private..., Timber Private..., Buyouts, Distressed Debt, Mezzanine Debt, Due Diligence, Secondary Transactions, Chartered Alternative..., Chartered Financial...
Education
Pepperdine University 2005 — 2010
Bachelor of Science, Business Administration
University of North Texas
Bank of America October 2014 - Present
HSBC August 2013 - October 2014
Self Employed Trader 2009 - October 2014
Popular Community Bank June 2013 - August 2013
Investment Placement Group May 2013 - June 2013
MCR Packaging, Inc. February 2012 - November 2012
Fresh Wok, Inc. November 2007 - April 2011
UETA Inc. June 2009 - January 2011
Skills
Sales, Microsoft Dynamics ERP, Inventory Management, MRP, Customer Service, Citrix, Investments, Trade Finance, Stock Market Analysis, Production Planning, Supply Chain, Navision, Always Willing to Learn, Bilingual-English/Spanis..., Stocks, Common Sense
Education
National University 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Southwestern College 2004 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Colony American Finance 2014 - Present
Colony American Homes 2012 - 2014
Investment Placement Group 2011 - 2012
Busca Corp 2010 - 2011
Grupo Plan 2009 - 2009
Skills
Microsoft Excel, Investor Relations, Networking, Entrepreneurship, Market Research, Financial Modeling, Business Strategy, Start-ups, Financial Services, Valuation, Business Development, Bloomberg, Marketing, Management, Investments, Finance, Financial Analysis
Education
CFA Institue 2011 — 2014
Level III, Finance, General
Babson College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
GDI Insurance Agency, Inc. May 2012 - Present
Waite Insurance Services September 2005 - May 2012
George S. May International Co., Inc. February 2004 - December 2004
Investment Placement Group September 2002 - August 2003
Vision Capital Corporation June 1998 - June 2002
MultiVest Financial Services, Inc. 1990 - 1994
Imperial Corporation of America 1987 - 1989
Skills
Insurance, Small Business, Health Insurance, Risk Management, Strategic Planning, Loans, Property & Casualty..., Liability, Workers Compensation, Sales, Management, General Insurance, Brokers, Underwriting, Mergers & Acquisitions, Commercial Insurance, Commercial Lines, Employee Benefits, Finance, Claim, Legal Liability, Professional Liability, Umbrella Insurance, Casualty, Life Insurance, Disability Insurance, Term Life Insurance, Employment Practices..., Retirement, Executive Management, Insurance Brokerage
Education
Point Loma Nazarene University 1972 — 2002
Bachelor of Arts, Business Administration w/International Emphasis
Investment Placement Group June 2014 - Present
Coppel SA de CV April 2012 - August 2013
Skills
Visual Merchandising, Customer Service, Marketing, Store Management, Fashion, Microsoft Office, Event Planning, PowerPoint, Styling, Microsoft Word, Microsoft Excel, InDesign, Trend Forecasting, Advertising, Market Research, Research, Event Management, Adobe Creative Suite, Illustrator, Photoshop, Sales Management, Sales, Social Networking, Social Media Marketing, Social Media, Facebook, Merchandising, Time Management, Marketing Strategy, Brand Development, Public Speaking, Management
Education
University of San Diego 2013 — 2013
Event Management
Art Institute of California - San Diego 2008 — 2011
Fashion Marketing & Merchandising
Bank Leumi January 2014 - Present
Investment Placement Group April 2013 - January 2014
HSBC CORP. LTD August 2010 - February 2012
HSBC Securities February 2008 - August 2010
HSBC Securities May 2006 - February 2008
Skills
Microsoft Office, Bloomberg Terminal, LATAM, Credit Derivatives, Fixed Income, Corporate Credit, FX trading, Bond Markets, Emerging Markets, Building Relationships, Interest Rate..., Futures Trading, Bonds, FX Options, Derivatives, Trading, Financial Markets, Capital Markets, Bloomberg, Equities, Financial Risk, Investment Banking, Securities, Swaps
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration, Finance
Officer of Financial Management Association
Upper Moreland High School
Globalis Solutions Inc. (GSI) January 2014 - Present
Investment Placement Group January 2003 - December 2014
Skills
Investments, Customer Service, Financial Analysis, Financial Modeling, Food Labelling, Leadership, Management, Negotiation, New Business Development, Standards Compliance, Strategic Planning, Business Planning, Business Strategy, Sales
Education
San Diego State University-California State University 1997 — 2002
Bachelor of Arts (B.A.), International Busines (MEXUS)
ESSEC Business School (France) 1999 — 1999
International Business
Academy of Our Lady of Peace (San Diego, CA) 1993 — 1997
University of California, San Diego
Certificate in Translation (Spanish/English)