J.C. Bradford & Company
Industry: Investment banking
DescriptionJ.C. Bradford & Co. was a Nashville-based investment banking and brokerage firm founded by James Cowdon Bradford Sr. in 1927. The firm was the first from Nashville to buy a seat on the New York Stock Exchange. Founder: James Cowdon Bradford Sr. Founded: 1927 Headquarters: Nashville, TN Number of employees: 2,400 Ceased operations: 2000
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J.C. Bradford & Company Employees
Employee
Years
Job
Industry
Ben Cavazos Ben Cavazos's J.C. Bradford & Company Experience April 1999 - September 2000
Job Trader, First Vice President at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. June 2001 - Present
Edward Jones September 2000 - June 2001
J.C. Bradford & Company April 1999 - September 2000
Skills
Series 7, Series 24, Series 55, Series 63, Equities, Securities, Preferred Stock, Hybrid Preferreds, Closed-End Funds, ETFs, Bonds, Bloomberg, Sungard Valdi OMS, Sungard BRASS OMS, Trading, Trading Systems
Education
The University of Tennessee at Chattanooga 1993 — 1998
B.S. Finance, B.A. Economics
Raymond James Financial Inc. June 2001 - Present
Edward Jones September 2000 - June 2001
J.C. Bradford & Company April 1999 - September 2000
Skills
Series 7, Series 24, Series 55, Series 63, Equities, Securities, Preferred Stock, Hybrid Preferreds, Closed-End Funds, ETFs, Bonds, Bloomberg, Sungard Valdi OMS, Sungard BRASS OMS, Trading, Trading Systems
Education
The University of Tennessee at Chattanooga 1993 — 1998
B.S. Finance, B.A. Economics
Carol Keen Carol Keen's J.C. Bradford & Company Experience January 1998 - August 2000
Job Sr. Registered CSA with the Terminus Group at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2009 - Present
UBS Financial Servcies November 2001 - November 2009
PainWebber August 2000 - November 2001
J.C. Bradford & Company January 1998 - August 2000
Skills
Bonds, ETFs, Wealth Management..., Investment Management, Financial Analysis, IRAs, 401k, Strategic Financial..., Estate Planning, Alternative Investments, High Net Worth..., Retirement, Life Insurance, Wealth, Options, Financial Goals, Long Term Care Insurance, Series 7, Series 66, Financial Planning..., Financial Planning
Education
Kennesaw State University 1995 — 1997
Morgan Stanley Wealth Management November 2009 - Present
UBS Financial Servcies November 2001 - November 2009
PainWebber August 2000 - November 2001
J.C. Bradford & Company January 1998 - August 2000
Skills
Bonds, ETFs, Wealth Management..., Investment Management, Financial Analysis, IRAs, 401k, Strategic Financial..., Estate Planning, Alternative Investments, High Net Worth..., Retirement, Life Insurance, Wealth, Options, Financial Goals, Long Term Care Insurance, Series 7, Series 66, Financial Planning..., Financial Planning
Education
Kennesaw State University 1995 — 1997
Steve Condon Steve Condon's J.C. Bradford & Company Experience January 1996 - January 2000
Job SVP Cohead Wealth Planning at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies April 2015 - Present
Central Bancorp January 2008 - April 2015
The Corundum Group January 2001 - April 2015
J.C. Bradford & Company January 1996 - January 2000
RBC Dain Rauscher January 1990 - January 1996
Education
University of Minnesota - Carlson School of Management 1983 — 1987
B.S.
D.A. Davidson Companies April 2015 - Present
Central Bancorp January 2008 - April 2015
The Corundum Group January 2001 - April 2015
J.C. Bradford & Company January 1996 - January 2000
RBC Dain Rauscher January 1990 - January 1996
Education
University of Minnesota - Carlson School of Management 1983 — 1987
B.S.
Christopher Swift Christopher Swift's J.C. Bradford & Company Experience March 1991 - October 1999
Job Commodity Broker/ Consultant, Nashville Based Swift Trading Company
Industry Financial Services
Experience
Swift Trading Company December 2013 - Present
Rosenthal Collins Group October 1999 - December 2013
J.C. Bradford & Company March 1991 - October 1999
J.C. Bradford & Co. 1991 - 1999
Skills
Hedging, Commodity, Trading, Options, Traders, Trading Strategies, Derivatives, Technical Analysis, Commodity Markets, Proprietary Trading, Risk Management, Trading Systems, Electronic Trading, Financial Markets, Portfolio Management, FX Options, Investments, Securities, FINRA, Currency, Bloomberg, Hedge Funds, Agriculture, Equities, Bonds, Banking, Agribusiness, Capital Markets, FX trading, Alternative Investments, Foreign Exchange, Fixed Income, Financial Risk, ETFs, Asset Management, Brokerage, Equity Trading, Investment Strategies, Managed Futures, Market Risk, Economics
Education
Middle Tennessee State University 1983 — 1985
David Lipscomb University
Swift Trading Company December 2013 - Present
Rosenthal Collins Group October 1999 - December 2013
J.C. Bradford & Company March 1991 - October 1999
J.C. Bradford & Co. 1991 - 1999
Skills
Hedging, Commodity, Trading, Options, Traders, Trading Strategies, Derivatives, Technical Analysis, Commodity Markets, Proprietary Trading, Risk Management, Trading Systems, Electronic Trading, Financial Markets, Portfolio Management, FX Options, Investments, Securities, FINRA, Currency, Bloomberg, Hedge Funds, Agriculture, Equities, Bonds, Banking, Agribusiness, Capital Markets, FX trading, Alternative Investments, Foreign Exchange, Fixed Income, Financial Risk, ETFs, Asset Management, Brokerage, Equity Trading, Investment Strategies, Managed Futures, Market Risk, Economics
Education
Middle Tennessee State University 1983 — 1985
David Lipscomb University
Dave Seibert's J.C. Bradford & Company Experience July 1997 - July 2000
Job First VP | Public Speaker | Investment Solutions | Key Account Management at Advisors Asset Management, Inc.
Industry Investment Management
Experience
Advisors Asset Management, Inc. February 2009 - Present
Merrill Lynch February 2006 - February 2009
LaSalle Bank November 2002 - February 2006
LaSalle Bank August 2000 - November 2002
J.C. Bradford & Company July 1997 - July 2000
Seligman Data Corp July 1995 - July 1997
Skills
Structured Products, Public Speaking, Investments, Fixed Income, Equities, Asset Management, Series 7, Mutual Funds, Series 63, Bonds, Financial Services, Financial Advisory, Risk Management, Asset Allocation, Finance, Securities, Unit Investment Trusts
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Business Management
Advisors Asset Management, Inc. February 2009 - Present
Merrill Lynch February 2006 - February 2009
LaSalle Bank November 2002 - February 2006
LaSalle Bank August 2000 - November 2002
J.C. Bradford & Company July 1997 - July 2000
Seligman Data Corp July 1995 - July 1997
Skills
Structured Products, Public Speaking, Investments, Fixed Income, Equities, Asset Management, Series 7, Mutual Funds, Series 63, Bonds, Financial Services, Financial Advisory, Risk Management, Asset Allocation, Finance, Securities, Unit Investment Trusts
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Business Management
Danielle Matzick Danielle Matzick's J.C. Bradford & Company Experience June 1987 - June 1988
Job Teacher at Gwinnett County Public Schools
Industry Primary/Secondary Education
Experience
Gwinnett County Public Schools August 2011 - Present
Signature Park Sports 2008 - Present
Gwinnett County Public Schools August 2009 - June 2011
Tutor Doctor Atlanta March 2009 - March 2011
Help Me Admin July 2007 - August 2009
RCLCO 1995 - 2007
Reiser, Builder & Douglas, Inc. 1993 - 1995
Leavy Investment Management, Inc. February 1990 - October 1991
Government Technology Services, Inc. (GTSI) June 1988 - February 1990
J.C. Bradford & Company June 1987 - June 1988
Skills
Public Speaking, Problem Solving, Qualitative Research, MS Office Suite, Adobe Creative Suite, Counseling, Microsoft Office, Teaching, Curriculum Design, Tutoring, Psychotherapy, Administration, Curriculum Development, Leadership, Leadership Development, Research, Training, Budgets, Management, Staff Development, Sales, Strategic Planning
Education
Thomas University 2015 — 2017
Masters, Masters of education
Georgia State University 1993 — 1995
BS, Psychology
Woodward Academy 1981 — 1987
High School
Gwinnett County Public Schools August 2011 - Present
Signature Park Sports 2008 - Present
Gwinnett County Public Schools August 2009 - June 2011
Tutor Doctor Atlanta March 2009 - March 2011
Help Me Admin July 2007 - August 2009
RCLCO 1995 - 2007
Reiser, Builder & Douglas, Inc. 1993 - 1995
Leavy Investment Management, Inc. February 1990 - October 1991
Government Technology Services, Inc. (GTSI) June 1988 - February 1990
J.C. Bradford & Company June 1987 - June 1988
Skills
Public Speaking, Problem Solving, Qualitative Research, MS Office Suite, Adobe Creative Suite, Counseling, Microsoft Office, Teaching, Curriculum Design, Tutoring, Psychotherapy, Administration, Curriculum Development, Leadership, Leadership Development, Research, Training, Budgets, Management, Staff Development, Sales, Strategic Planning
Education
Thomas University 2015 — 2017
Masters, Masters of education
Georgia State University 1993 — 1995
BS, Psychology
Woodward Academy 1981 — 1987
High School
Kay Ayers's J.C. Bradford & Company Experience August 1994 - June 2000
Job Strategic Planning Specialist at Aetna
Industry Insurance
Experience
Aetna October 2012 - Present
Morgan Keegan & Co Inc December 2001 - April 2012
J.C. Bradford & Company August 1994 - June 2000
Skills
Management, Strategic Planning, Insurance, Project Management, Customer Service, Leadership, Program Management, Underwriting
Education
Millikin University
Bachelor of Fine Arts (B.F.A.), Theatre/Dance
Aetna October 2012 - Present
Morgan Keegan & Co Inc December 2001 - April 2012
J.C. Bradford & Company August 1994 - June 2000
Skills
Management, Strategic Planning, Insurance, Project Management, Customer Service, Leadership, Program Management, Underwriting
Education
Millikin University
Bachelor of Fine Arts (B.F.A.), Theatre/Dance
Scott Semerar Scott Semerar's J.C. Bradford & Company Experience March 1992 - March 1993
Job Owner at Fabulous Floors of Central Ohio
Industry Construction
Experience
Fabulous Floors of Central Ohio January 2011 - September 2015
Stategic Business Services January 2003 - January 2011
Northwestern Mutual January 1999 - December 2003
Paine Webber/UBS Securities March 1993 - December 1999
J.C. Bradford & Company March 1992 - March 1993
Rw Baird Co Inc September 1987 - March 1992
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Negotiation, Budgets, Customer Service
Education
The Ohio State University 1982 — 1987
Bachelor of Science (BS)Business Administration, Finance/Real Estate
Fabulous Floors of Central Ohio January 2011 - September 2015
Stategic Business Services January 2003 - January 2011
Northwestern Mutual January 1999 - December 2003
Paine Webber/UBS Securities March 1993 - December 1999
J.C. Bradford & Company March 1992 - March 1993
Rw Baird Co Inc September 1987 - March 1992
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Negotiation, Budgets, Customer Service
Education
The Ohio State University 1982 — 1987
Bachelor of Science (BS)Business Administration, Finance/Real Estate
Allison Willingham Allison Willingham's J.C. Bradford & Company Experience May 1988 - August 1988
Job First Vice President | Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. August 1988 - Present
J.C. Bradford & Company May 1988 - August 1988
Skills
Series 7, Fixed Income
Education
Middle Tennessee State University 1983 — 1988
Bachelor’s Degree, Finance, General
Columbia Central High School Columbia, Tennessee
Raymond James Financial, Inc. August 1988 - Present
J.C. Bradford & Company May 1988 - August 1988
Skills
Series 7, Fixed Income
Education
Middle Tennessee State University 1983 — 1988
Bachelor’s Degree, Finance, General
Columbia Central High School Columbia, Tennessee
John Owens John Owens's J.C. Bradford & Company Experience 1992 - 1999
Job Head of Global Talent Acquisition at XL Catlin
Industry Insurance
Experience
XL Catlin January 2013 - Present
KeyBank 2012 - 2012
Crew Advisory Services 2005 - 2012
Citi 2004 - 2005
RBC Capital Markets 2000 - 2002
J.C. Bradford & Company 1992 - 1999
Skills
Recruiting, Executive Search, Human Resources, Talent Acquisition, Strategy, Leadership, Executive Recruiting
Education
Vanderbilt University 2002 — 2004
MBA, Strategy & Human and Organizational Performance
Lipscomb University 1990 — 1994
BS, Accounting & Finance
XL Catlin January 2013 - Present
KeyBank 2012 - 2012
Crew Advisory Services 2005 - 2012
Citi 2004 - 2005
RBC Capital Markets 2000 - 2002
J.C. Bradford & Company 1992 - 1999
Skills
Recruiting, Executive Search, Human Resources, Talent Acquisition, Strategy, Leadership, Executive Recruiting
Education
Vanderbilt University 2002 — 2004
MBA, Strategy & Human and Organizational Performance
Lipscomb University 1990 — 1994
BS, Accounting & Finance
Robert Godwin Robert Godwin's J.C. Bradford & Company Experience January 1993 - October 1999
Job Business Development Professional
Industry Insurance
Experience
The Keiser Group / PeopLease February 2015 - August 2015
Benefitfocus July 2013 - December 2013
Freelance Consultant/ Insurance Sales June 2003 - June 2013
SC Farm Bureau Insurance September 2009 - April 2010
North Charleston Breakfast Rotary 1995 - 2008
North Charleston Breakfast Rotary 2004 - 2005
UBS/PaineWebber October 1999 - June 2003
J.C. Bradford & Company January 1993 - October 1999
Skills
Business Development..., CRM, Management, Employee Benefits, Insurance, Analysis, Project Management, New Business Development, Contract Negotiation, Public Speaking, Customer Service
Education
Methodist College
Bachelor's of Science, Biology
The Keiser Group / PeopLease February 2015 - August 2015
Benefitfocus July 2013 - December 2013
Freelance Consultant/ Insurance Sales June 2003 - June 2013
SC Farm Bureau Insurance September 2009 - April 2010
North Charleston Breakfast Rotary 1995 - 2008
North Charleston Breakfast Rotary 2004 - 2005
UBS/PaineWebber October 1999 - June 2003
J.C. Bradford & Company January 1993 - October 1999
Skills
Business Development..., CRM, Management, Employee Benefits, Insurance, Analysis, Project Management, New Business Development, Contract Negotiation, Public Speaking, Customer Service
Education
Methodist College
Bachelor's of Science, Biology
Chad McIntyre Chad McIntyre's J.C. Bradford & Company Experience February 1994 - September 2000
Job Director of Finance at CapitalSpring
Industry Investment Banking
Experience
CapitalSpring October 2012 - Present
Roswell Capital Partners, LLC May 2007 - November 2012
Healthcare Realty Trust May 2003 - May 2007
J.C. Bradford & Company February 1994 - September 2000
Skills
FINRA Series 27:...
Education
Middle Tennessee State University 1988 — 1994
CapitalSpring October 2012 - Present
Roswell Capital Partners, LLC May 2007 - November 2012
Healthcare Realty Trust May 2003 - May 2007
J.C. Bradford & Company February 1994 - September 2000
Skills
FINRA Series 27:...
Education
Middle Tennessee State University 1988 — 1994
M. Lee Bailey III M. Lee Bailey III's J.C. Bradford & Company Experience 1996 - 2000
Job Global Alliances Leader Big Data Business Unit at HewlettPackard
Industry Computer Software
Experience
Hewlett-Packard November 2014 - Present
Hewlett-Packard November 2010 - 2014
Hewlett-Packard Company 2004 - November 2010
Novadigm 2000 - 2004
J.C. Bradford & Company 1996 - 2000
Tennessee Technological University 1991 - 1996
Skills
Business Alliances, Enterprise Software, Go-to-market Strategy, HP, Sales Enablement, Partner Management, Channel, Strategic Alliances, Contract Negotiation, Strategic Partnerships, Analysis, Cloud Computing, Strategy, Lead Generation, Financial Reporting, Time Management, Global Business..., Solution Selling, Product Management, Channel Partners, Virtualization, Staff Development, Product Marketing, Solution Architecture, IT Strategy, Strategic Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
Master, Business Administration
Tennessee Technological University 1986 — 1992
Bachelor of Science, Electrical & Computer Engineering
Hewlett-Packard November 2014 - Present
Hewlett-Packard November 2010 - 2014
Hewlett-Packard Company 2004 - November 2010
Novadigm 2000 - 2004
J.C. Bradford & Company 1996 - 2000
Tennessee Technological University 1991 - 1996
Skills
Business Alliances, Enterprise Software, Go-to-market Strategy, HP, Sales Enablement, Partner Management, Channel, Strategic Alliances, Contract Negotiation, Strategic Partnerships, Analysis, Cloud Computing, Strategy, Lead Generation, Financial Reporting, Time Management, Global Business..., Solution Selling, Product Management, Channel Partners, Virtualization, Staff Development, Product Marketing, Solution Architecture, IT Strategy, Strategic Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
Master, Business Administration
Tennessee Technological University 1986 — 1992
Bachelor of Science, Electrical & Computer Engineering
Kathryn Muraoka's J.C. Bradford & Company Experience 1999 - 2000
Job Financial Services Contractor
Industry Financial Services
Experience
CUSO Financial Services, LP 2004 - May 2013
LPL Financial 2001 - 2003
UBS Paine Webber 2000 - 2001
J.C. Bradford & Company 1999 - 2000
State Farm 1998 - 1999
News Channel 5, WTVF 1997 - 1997
Education
Middle Tennessee State University 1993 — 1997
CUSO Financial Services, LP 2004 - May 2013
LPL Financial 2001 - 2003
UBS Paine Webber 2000 - 2001
J.C. Bradford & Company 1999 - 2000
State Farm 1998 - 1999
News Channel 5, WTVF 1997 - 1997
Education
Middle Tennessee State University 1993 — 1997
LaShawn Shaw's J.C. Bradford & Company Experience April 1996 - June 2000
Job IT Project Manager
Industry Information Technology and Services
Experience
UBS Wealth Management May 2007 - June 2011
UBS Wealth Management January 2003 - May 2007
Paine Webber June 2000 - January 2003
PaineWebber January 2000 - January 2003
J.C. Bradford & Company April 1996 - June 2000
Amicus Staffing January 1995 - January 1996
Skills
XP, Microsoft Office, Visio, Access, Excel, Vendor Management, Word, Change Management, Planning, HP, Windows, Servers, Troubleshooting, Hardware, Problem Solving, Documentation, Computer Hardware, Windows Server, Deployment, Data Center, TCP/IP, Budgeting
Education
Tennessee State University 1993 — 1995
Masters of Education, Education
Tennessee State University 1989 — 1993
Bachelor of Science, Political Science
UBS Wealth Management May 2007 - June 2011
UBS Wealth Management January 2003 - May 2007
Paine Webber June 2000 - January 2003
PaineWebber January 2000 - January 2003
J.C. Bradford & Company April 1996 - June 2000
Amicus Staffing January 1995 - January 1996
Skills
XP, Microsoft Office, Visio, Access, Excel, Vendor Management, Word, Change Management, Planning, HP, Windows, Servers, Troubleshooting, Hardware, Problem Solving, Documentation, Computer Hardware, Windows Server, Deployment, Data Center, TCP/IP, Budgeting
Education
Tennessee State University 1993 — 1995
Masters of Education, Education
Tennessee State University 1989 — 1993
Bachelor of Science, Political Science
Rheada Leonard's J.C. Bradford & Company Experience January 1999 - April 2000
Job Former Office Manager at American Capital
Industry Financial Services
Experience
American Capital, Ltd. November 2001 - December 2014
Bear Stearns - Investment Banking - April 2000 - October 2001
J.C. Bradford & Company January 1999 - April 2000
Skills
Microsoft Office, Databasics- Expense..., WebNow6-Invoice approval, SalesLogix-database, Lync-Phone system/IM
Education
Dallas County Community College 1974 — 1975
American Capital, Ltd. November 2001 - December 2014
Bear Stearns - Investment Banking - April 2000 - October 2001
J.C. Bradford & Company January 1999 - April 2000
Skills
Microsoft Office, Databasics- Expense..., WebNow6-Invoice approval, SalesLogix-database, Lync-Phone system/IM
Education
Dallas County Community College 1974 — 1975
Rob Lampe, CFP®'s J.C. Bradford & Company Experience November 1992 - August 1994
Job Vice President Investments
Industry Financial Services
Experience
Raymond James February 2011 - Present
Morgan Stanley Smith Barney 1994 - February 2011
J.C. Bradford & Company November 1992 - August 1994
Skills
Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Asset Managment, Financial Services, Philanthropy, Investment Strategies, Financial Goals, Asset Allocation, Series 7, Mutual Funds, Investments, 401k, Equities, Retirement, Mortgage Lending, Investment Advisory, Portfolio Management, 401k Rollovers, Investment Management, Due Diligence, Variable Annuities, Certified Financial..., Financial Advisory, Loans
Education
College for Financial Planning 2000 — 2001
CFP
Purdue University 1987 — 1993
BA, Political Science
Raymond James February 2011 - Present
Morgan Stanley Smith Barney 1994 - February 2011
J.C. Bradford & Company November 1992 - August 1994
Skills
Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, Asset Managment, Financial Services, Philanthropy, Investment Strategies, Financial Goals, Asset Allocation, Series 7, Mutual Funds, Investments, 401k, Equities, Retirement, Mortgage Lending, Investment Advisory, Portfolio Management, 401k Rollovers, Investment Management, Due Diligence, Variable Annuities, Certified Financial..., Financial Advisory, Loans
Education
College for Financial Planning 2000 — 2001
CFP
Purdue University 1987 — 1993
BA, Political Science
Gill Johnson, CFP®'s J.C. Bradford & Company Experience November 1998 - April 2005
Job CFP (R)
Industry Investment Management
Experience
Morgan Keegan & Company May 2005 - December 2010
J.C. Bradford & Company November 1998 - April 2005
John Hancock Life Insurance Company (U.S.A.) January 1996 - October 1998
Education
College of Charleston 1993 — 1995
Bachelor of Arts (B.A.), American History (United States)
Christ School, Arden, North Carolina 1990 — 1991
Honors
Porter-Gaud School 1978 — 1989
Morgan Keegan & Company May 2005 - December 2010
J.C. Bradford & Company November 1998 - April 2005
John Hancock Life Insurance Company (U.S.A.) January 1996 - October 1998
Education
College of Charleston 1993 — 1995
Bachelor of Arts (B.A.), American History (United States)
Christ School, Arden, North Carolina 1990 — 1991
Honors
Porter-Gaud School 1978 — 1989
Jere Baxter's J.C. Bradford & Company Experience 1993 - 2000
Job VPInstitutional Municipal Bond Sales at Stephens
Industry Investment Banking
Experience
Stephens 2000 - Present
J.C. Bradford & Company 1993 - 2000
Skills
Series 7, Bloomberg, Municipal, Series 52
Education
Florida State University
BA, English Literature
Stephens 2000 - Present
J.C. Bradford & Company 1993 - 2000
Skills
Series 7, Bloomberg, Municipal, Series 52
Education
Florida State University
BA, English Literature
Eliot Laurence's J.C. Bradford & Company Experience 1994 - 2000
Job Portfolio Manager
Industry Investment Management
Experience
Jefferies & Company August 2000 - February 2009
Jefferies Asset Management 2003 - 2009
J.C. Bradford & Company 1994 - 2000
JC Bradford 1994 - 2000
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Asset Allocation
Education
New York University
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Jefferies & Company August 2000 - February 2009
Jefferies Asset Management 2003 - 2009
J.C. Bradford & Company 1994 - 2000
JC Bradford 1994 - 2000
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Asset Allocation
Education
New York University
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Salomon Brothers
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney