J Giordano Securities Group

Industry: Company

Description

Founded: 2000 Parent organization: Newoak Securities Holdings Llc Subsidiary: J Giordano Securities, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportJ Giordano Securities GroupDirections Saved (0) Saved Save Financial planner in Newtown, Pennsylvania Address: 159 N State St, Newtown, PA 18940 Phone: (215) 504-1903Category: Place name: : Website: : : : Hours: : : Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website 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 J Giordano Securities Group Posting publicly on the Web Write a review Reviews Be the first to review

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J Giordano Securities Group Employees

Employee
Years
Job
Industry
Paul Berkman Paul Berkman Greater New York City Area Details
Paul Berkman's J Giordano Securities Group Experience 2006 - February 2008
Job Financial Consultant at AXA Advisors; Investment & Insurance Services
Industry Insurance
Experience
AXA Advisors, LLC  October 2008 - Present
J Giordano Securities Group   2006 - February 2008
Paul Berkman & Company   1992 - 2005
Princeton/Newport Partners   1983 - 1992
Oppenheimer & Co.   1981 - 1983
Merrill Lynch  1979 - 1981
Value Line Convertible Survey   1972 - 1979

Skills
Wealth Management, Customer Service, Financial Services, Financial Strategy, insurance services, insurance strategies, Investment services, Estate Planning..., Retirement Planning, business succession..., Risk Management, Wealth Preservation..., Tax-efficient strategies

Education
Columbia College (NY)
BA, Economics, Math, Physics

Martin Van Buren High School

PS 109

Larry Horn Larry Horn Greater New York City Area Details
Larry Horn's J Giordano Securities Group Experience April 2006 - May 2008
Job Managing Director Equity Sales at RF Lafferty & Co., Inc
Industry Financial Services
Experience
RF Lafferty & Co., Inc   January 2012 - Present
Kern Suslow Securities   May 2008 - January 2012
J Giordano Securities Group   April 2006 - May 2008
Capital Growth Financial  May 2004 - April 2006
Sands Brothers  January 2002 - May 2004
Stires O' Donnell   1997 - 2002
Speer Leeds   1996 - 1997
Bear Wagner Specialists  1991 - 1996
Refco  1987 - 1991
Salomon Smith Barney  1974 - 1985

Skills
Trading, Securities, Bloomberg, Equities, Commodity, Series 7, Series 63, Financial Markets, Hedging, Trading Strategies, Options, Derivatives, Technical Analysis, Investment Management, Equity Trading, Asset Allocation, Traders, Capital Markets, Electronic Trading, ETFs, Equity Research, Microsoft Office

Education
Stony Brook University   1970 — 1974
BA, Economics and Computer Science

Stuyvesant H.S.   1966 — 1970

Gray Peckham Gray Peckham Greater New York City Area Details
Gray Peckham's J Giordano Securities Group Experience 2006 - 2008
Job Director of Investments at Sustainable America
Industry Renewables & Environment
Experience
Sustainable America  April 2012 - Present
Coastal Consulting Concepts   January 2012 - Present
U.S. Navy Reserve   September 2004 - May 2013
Susquehanna International Group  February 2010 - January 2012
CRT Capital Group  February 2008 - June 2011
J Giordano Securities Group   2006 - 2008
John S. Herold, Inc.   January 2001 - September 2006
Greenfield Online  October 1999 - October 2000

Skills
Financial Modeling, Valuation, Venture Capital, Private Equity, Investments, Strategy, Equities, Energy, Start-ups, Financial Analysis, Equity Valuation, Portfolio Management, Sustainable Energy, Sustainable Agriculture, Due Diligence, Petroleum, Emerging Markets, Credit Analysis, Strategic Advisory, Energy Markets, Political Risk Analysis, Consultancy, Strategic Consulting, Oil&Gas, Crude Oil, Natural Gas, Analysis, Investment Banking

Education
Yale University   2001 — 2002
MA, History - US Foreign Relations

Boston College   1993 — 1997
BA, History

Bo Dincer Bo Dincer Greater New York City Area Details
Bo Dincer's J Giordano Securities Group Experience November 2008 - May 2009
Job Fixed Income Trader and Portfolio Manager
Industry Capital Markets
Experience
Odeon Capital Group LLC  March 2014 - May 2015
Forefront Capital  March 2013 - March 2014
Maritime Capital Partners, LP   April 2010 - July 2012
Legend Securities Inc.  August 2009 - July 2012
J Giordano Securities Group   November 2008 - May 2009

Skills
Fixed Income, Municipal Law, Municipal Bonds, Executive Management, Trading Strategies, Portfolio Management, Arbitrage, Operations Management, Project Management, Evolutionary Algorithms, Microsoft SQL Server, Business Continuity, Risk Management, Operational Risk..., Interest Rate Swaps, Swaps, Derivatives, Hedge Funds, Internal Audit, Accounting, Enterprise Risk..., Regulatory Affairs, Social Networking, Social Skills, Golf, Ice Hockey, Organizational Culture, Bloomberg Terminal, Order Management, Real Estate, Real Estate Development, Commercial Real Estate, Commercial Lending, Server Architecture, Implementer, Visual Studio, Credit Risk, Trading Systems, Electronic Trading..., Leveraged Finance, Bonds, Traders, Bloomberg, Securities, Series 63, Capital Markets, Investments, Trading, Asset Management, Series 7

Education
University of Arizona   2002 — 2006

Harvard College

Seann Convey, LEED AP Seann Convey, LEED AP Greater New York City Area Details
Seann Convey, LEED AP's J Giordano Securities Group Experience June 2008 - August 2008
Job Materials Engineer & Research Analyst at ThermoLift Inc.
Industry Nanotechnology
Experience
ThermoLift Inc.   July 2013 - Present
Cleantech Open  March 2013 - April 2014
R&D Tax Savers   November 2012 - November 2013
Agira Energy   June 2012 - August 2012
JHU Dept. Materials Science & Engineering   September 2010 - May 2011
Energy Tax Savers, Inc   June 2010 - August 2010
JHU Materials Research Science & Engineering Center   June 2009 - June 2010
J Giordano Securities Group   June 2008 - August 2008

Skills
Materials Science, Thin Films, R&D, Grant Writing, Energy Efficiency, Business Development, Photovoltaics, Web Design, Adobe Creative Suite

Education
The Johns Hopkins University   2011 — 2012
M.S.E, Materials Science & Engineering

The Johns Hopkins University   2007 — 2011
B.S, Materials Science & Engineering

Mark Zimmer Mark Zimmer Greater Boston Area Details
Mark Zimmer's J Giordano Securities Group Experience April 2006 - May 2007
Job Trader and Investor
Industry Financial Services
Experience
Private Investor  October 2011 - Present
Agamenticus Advisors LLC   September 2009 - September 2011
Global Housing Foundation   June 2007 - November 2010
Minds Eye Software   2008 - September 2010
Keystone Equities   July 2007 - May 2009
J Giordano Securities Group   April 2006 - May 2007
Philadelphia Brokerage   September 2002 - March 2006
National Securities  September 2001 - September 2002
Amroc Securities   February 2001 - September 2001
PMG Capital   January 2000 - January 2001

Skills
Investment Banking, Trading, Private Equity, Investments, Real Estate, Series 7, Series 63, Series 24, Series 55, Finance, Financial Markets, Business Development, Asset Management, Mutual Funds

Education
Lehigh University - College of Business and Economics   1978 — 1981
Finance, Economics, IR

Matthew Katzeff Matthew Katzeff Greater New York City Area Details
Matthew Katzeff's J Giordano Securities Group Experience 2007 - January 2010
Job Director and Head of the New York Office at GBQ Consulting
Industry Investment Banking
Experience
GBQ Consulting, LLC   September 2014 - Present
JM Global Partners   October 2013 - Present
Ashir Group   February 2010 - September 2014
J Giordano Securities Group   2007 - January 2010
North Atlantic Trading Company   2003 - 2007
Peter J. Solomon Company  2000 - 2003
Credit Suisse First Boston  1998 - 2000
SBC Warburg Dillon Read (Currently UBS)   1997 - 1998
The Blackstone Group  1993 - 1997

Skills
Private Equity, Investment Banking, Valuation, Venture Capital, Private Placements, Commodity, Joint Ventures, Investments, Due Diligence, Mergers & Acquisitions, Funding, Trading, Acquisitions, Hedge Funds, Alternative Investments, Capital Markets, Securities, Equity Research, Fixed Income, Equities, Asset Management, IPO, Bloomberg, Financial Modeling

Education
Cornell University   1988 — 1991
Bachelor of Science, Economics

Jeffrey R. Laverty Jeffrey R. Laverty Scranton, Pennsylvania Area Details
Jeffrey R. Laverty's J Giordano Securities Group Experience 2005 - 2008
Job Founder, Editor at Lightstreet Economics
Industry Financial Services
Experience
lightstreet Economics   January 2015 - Present
Midtown Partners & Co. LLC   July 2013 - March 2014
JRL Analytics, LLC   October 2012 - June 2013
Xtract Research LLC  January 2012 - October 2012
Miller Tabak Roberts Securities, LLC  2011 - 2011
Nariman Point Advisors   2010 - 2010
Oscar Gruss & Son   2008 - 2010
J Giordano Securities Group   2005 - 2008
McMahan Securities Co. LP   1998 - 2005
Tokai Bank  1995 - 1998

Skills
Equities, Investments, Valuation, Fixed Income, High Yield, Trading, Leveraged Finance, Securities, Credit Analysis, Special Situations, Capital Structure, Convertible Bonds, Credit, Capital Markets, Equity Research, Bloomberg, Financial Modeling, Hedge Funds, Analysis, Real Estate, Alternative Investments, Private Equity, Economics, Bonds, Emerging Markets, Options, Financial Analysis, Credit Risk, Derivatives

Education
University of Maine   1988 — 1989
MBA, Finance

University of Maine   1984 — 1988
BS, Electrical Engineering

Hampden Academy   1980 — 1984
College Prep

EVAN SCHWARTZBERG EVAN SCHWARTZBERG Greater New York City Area Details
EVAN SCHWARTZBERG's J Giordano Securities Group Experience 2004 - 2007
Job MEMBER, PRINCIPAL, HEAD OF SALES & TRADING at Odeon Capital Group LLC
Industry Financial Services
Experience
Odeon Capital Group LLC  March 2009 - Present
J Giordano Securities Group   2004 - 2007
Citigroup  2002 - 2003
MERRILL LYNCH  1998 - 2000

Education
University of Michigan   1998 — 2002

Ankur Makhija Ankur Makhija New York, New York Details
Ankur Makhija's J Giordano Securities Group Experience February 2006 - December 2007
Job Analyst at Odeon Capital Group LLC
Industry Banking
Experience
Odeon Capital Group LLC  April 2009 - Present
Further Lane Securities  January 2008 - February 2009
J Giordano Securities Group   February 2006 - December 2007

Skills
CMBS, ABS, High Yield, Fixed Income, Structured Finance, CDO, Securitization, Capital Markets, Structured Products

Education
Fairfield University
Master of Science (MS), Finance

Villanova University
Bachelor of Science (BS), Mathematics

Thomas Muhlfeld Thomas Muhlfeld Greater New York City Area Details
Thomas Muhlfeld's J Giordano Securities Group Experience May 2007 - February 2008
Job VP Accounting Equity Product Control
Industry Financial Services
Experience
Mizuho Securities USA Inc.  April 2015 - Present
Mizuho Securities USA Inc.  March 2009 - April 2015
J Giordano Securities Group   May 2007 - February 2008
J Giordano Securities Group   May 2003 - May 2007

Skills
Equities, Series 7, Trading, Series 63, Series 24, Financial Analysis, ETFs, Securities Lending

Education
Fairfield University   2006 — 2007
Masters, Finance

Villanova University   2001 — 2003
BS, Finance

Charles F Hansel III Charles F Hansel III Greater New York City Area Details
Charles F Hansel III's J Giordano Securities Group Experience May 2004 - May 2008
Job Senior Vice President at SMH Capital
Industry Investment Management
Experience
SMH Capital  June 2008 - Present
J Giordano Securities Group   May 2004 - May 2008

Education
Rutgers University-New Brunswick   1975 — 1976
Botany

Franklin & Marshall College   1970 — 1974
BA, Business/History

glenn blitzer glenn blitzer Greater New York City Area Details
glenn blitzer's J Giordano Securities Group Experience 2007 - 2008
Job Sr Vice President at Imperial Capital
Industry Financial Services
Experience
Imperial Capital  October 2011 - Present
Hapoalim Securities  September 2010 - October 2011
Jesup & Lamont  April 2008 - June 2010
J Giordano Securities Group   2007 - 2008
Stanford Group  2003 - 2006
Citigroup  1992 - 2002

Skills
Series 7, Hedge Funds, Equity Trading, Alternative Investments, Fixed Income, Capital Markets, Bloomberg, Equity Research, Investments, ETFs, Options, Electronic Trading, Portfolio Management, Asset Managment, Investment Banking, Trading, Asset Management, Asset Allocation, Series 63

Education
Lubin Graduate School of Business   1988 — 1991
MS, Portfolio Mgt & Investment Analysis

CW Post   1983 — 1985
BS, Finance

University of Florida
Finance/Eco

Scott Lebowitz Scott Lebowitz Greater New York City Area Details
Scott Lebowitz's J Giordano Securities Group Experience February 2007 - January 2008
Job Compliance at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers  November 2011 - Present
NewOak Capital  February 2010 - January 2012
UBS  February 2008 - October 2009
J Giordano Securities Group   February 2007 - January 2008
NeoNet Securities  April 2003 - October 2004
A.B. Watley   February 2000 - June 2002
A.B. Watley   March 1997 - February 2000
Sherwood Securities  July 1995 - March 1997
National Discount Brokers Div. of Sherwood Securities   June 1994 - July 1995
National Discount Brokers/Sherwood Group   February 1994 - June 1994

Skills
Equities, Securities, Risk Management, Trading, Options, FINRA, Mutual Funds, Financial Risk, Settlement, Series 7

Education
State University of New York College at Old Westbury   1986 — 1988
B.S., Finance

Northport high school   1981 — 1983
hs

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