Jesup & Lamont
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Jesup & Lamont Employees
JH Darbie August 2009 - Present
Woodmere Fire Department 2003 - Present
Jesup & Lamont February 2007 - May 2009
Westminster Securities Corporation December 2000 - April 2009
Skills
Sales Management, Mergers & Acquisitions, Strategic Planning, Customer Service, Budgets, Equities, Microsoft Excel, Marketing Strategy, Social Media, Microsoft Office, Project Management, Investments, Public Speaking, Insurance, Financial Modeling, Team Building, Financial Analysis, Direct Sales, Microsoft Word, Negotiation, Research, English, Teaching, Outlook, Hedge Funds, Private Equity, Disaster Response, Capital Markets, Asset Management, Due Diligence, Investment Banking, Securities, Alternative Investments, Corporate Finance, Valuation, IPO, Venture Capital, Trading, Strategic Financial..., Retirement Planning, Mutual Funds, Strategy, Financial Planning, Start-ups, Derivatives, Private Placements, Bonds, Finance, Funding, Sales
Education
City University of New York-Brooklyn College 1988 — 1990
yeshivah of flatbush
Mitogen, Inc. June 2015 - Present
Tyrell Medical January 2015 - Present
Accretion Capital 2012 - Present
BeckerSmith Medical, Inc. December 2013 - October 2014
Lubax, Inc. January 2013 - December 2013
Ascentx Medical, Inc. 2009 - 2012
Jesup & Lamont 2007 - 2008
Oppenheimer & Co. 2004 - 2007
Abbott Laboratories 1996 - 2002
Merck 1992 - 1996
Skills
Mergers, Capital Markets, Corporate Finance, Financial Analysis, Strategic Partnerships, IPO, Entrepreneurship, Private Equity, Financial Modeling, Investments, Biotechnology, Investment Banking, Venture Capital, Due Diligence, Medical Devices, Investor Relations, Valuation, Corporate Development, Mergers & Acquisitions, Finance, Joint Ventures, Start-ups, Equities, Strategy, M&A experience, Restructuring, Private Placements, Executive Management, Emerging Markets, Business Planning
Education
Columbia University in the City of New York 2002 — 2004
MA, Biotechnology
Indiana University Bloomington
BA, Molecular Biology & Finance
Four Springs Capital LLC 2012 - Present
Jesup & Lamont April 2008 - September 2008
Crescendo Consulting May 2007 - April 2008
State Street 2007 - 2007
Openwave Systems Inc. December 2004 - August 2005
RBC Capital Markets June 1999 - December 2004
Raymond James & Associates Inc. 1997 - 1999
Skills
Equities, Securities, Series 7, Portfolio Management, Investments, Asset Managment, Trading Systems, Business Analysis, Financial Analysis, Electronic Trading, Fixed Income, Risk Management, Business Development, Derivatives, Financial Markets, Capital Markets, Trading, Relationship Management, Mutual Funds, Mergers
Education
University of South Florida 1997 — 1999
MBA, Finance & Marketing
Jefferies September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
Training The Street 2013 - 2013
Kerburn Rose 2011 - 2013
Delta Capital Partners 2010 - 2011
Illinois Institute of Technology 2009 - 2010
Jesup & Lamont 2006 - 2008
Lehman Brothers 2006 - 2006
Bayfront Medical Center 2000 - 2003
Skills
Financial Statement..., Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Financial Modeling, M&A Modeling, Equities, Portfolio Management, Bloomberg, LBO, Capital Markets, Valuation, DCF, Financial Analysis, Investments, Fixed Income, Mergers & Acquisitions, Finance, Bloomberg Terminal, Derivatives
Education
Illinois Institute of Technology 2009 — 2010
Masters in Science of Finance, Financial Engineering, Financial Programming, Corporate Finance
University of Florida 2002 — 2006
BS, Finance
Shorecrest Prep School
ServTronics, Inc April 2011 - Present
Jesup & Lamont December 2005 - July 2010
BDS Orlando September 2001 - December 2005
PC LAN VAD August 1998 - September 2000
Skills
VPN, Firewalls, Disaster Recovery, Technical Support, Troubleshooting, Data Center, Servers, Networking, IT Service Management, Information Technology, Switches, Business Analysis, Group Policy, Network Administration, Antivirus, Hardware, Databases, Vendor Management
Education
University of Central Florida 2001 — 2005
Information Systems Technology
Seminole State College of Florida 1998 — 2000
A.S, Computer Engineering - Network Technology
Spruce & Norton June 2015 - Present
Morgan Stanley August 2014 - Present
ABN AMRO Bank N.V. 2013 - 2014
Argo Group International Holdings, Ltd. 2012 - 2013
Canaccord Genuity Inc. June 2011 - August 2011
Jesup & Lamont 2009 - 2010
Skills
Property & Casualty..., FINRA, Reinsurance, Investments, Financial Analysis, Portfolio Management, Risk Management, Finance, Financial Modeling, Equities, Securities, Mutual Funds, Business Strategy, Asset Allocation, Financial Services, Options, Strategic Financial..., Equity Trading, Hedge Funds, ETFs, Financial Markets, Trading, Asset Management, Employee Benefits, Equity Research, Uniform Combined State..., Investment Banking, Investor Relations, Bloomberg, Insurance, Capital Markets, Valuation, Fixed Income, Corporate Finance, Underwriting, Derivatives, Bloomberg Terminal, Banking, Due Diligence, Entrepreneurship, Private Equity, Mergers & Acquisitions, Bonds, Accounting, Alternative Investments, Structured Products, Investment Management, Wealth Management, Analysis, Financial Reporting
Education
Stevens Institute of Technology 2015 — 2016
Business Intelligence & Analytics
Fordham University
Bachelor of Business Administration (BBA), Finance
Mitsubishi UFJ Financial Group, Inc. June 2011 - Present
Jesup & Lamont January 2010 - March 2010
Skills
Structured Products, Project Finance, Financial Structuring, Microsoft Excel, Series 79, Series 63, Financial Modeling, Credit Analysis, Bloomberg, Banking, Relationship Management, Corporate Finance, PowerPoint, Presentation Development, New Business Development, Finance, Writing, Conducting Interviews
Education
Dartmouth College 2007 — 2011
AB (Artium Baccalaureus), Government, International Relations and Affairs
Neo@Ogilvy September 2015 - Present
MODCo Media August 2014 - September 2015
Essence July 2012 - August 2014
Hudson Crossing April 2011 - July 2012
Jesup & Lamont December 2009 - May 2010
Lord Abbett & Co. LLC May 2007 - August 2008
Skills
comScore, DoubleClick, Media Buying, Campaign Management, Advertising, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, AdSafe, Pivot Tables, Google Adwords
Education
New York University 2006 — 2010
Bachelor's degree, History, Political Science, 3.1
Baruch College 2011 — 2012
Certificate program, continuing & professional studies, Marketing Strategy, 3.9
Barley Mill Assset Management March 2009 - Present
Jesup & Lamont 2007 - 2008
RBC Trust Company of Delaware 2006 - 2007
American Guaranty & Trust Company 1992 - 2006
US Navy 1989 - 1992
Education
University of Delaware 1997 — 1999
MBA, Finance
AIMR
CFA, Finance
Villanova University 1985 — 1989
The Inman Company March 2011 - Present
COO Forum October 2010 - Present
UnifiedMarkets Worldwide, LLC October 2004 - Present
Brill Securities November 2009 - August 2011
Jesup & Lamont 2009 - 2010
Holden Pearce Capital LLC 2000 - 2004
American Fronteer Financial Corp. 1999 - 2000
Core Pacific Securities USA 1997 - 1999
Nomura Securities Intl. 1995 - 1997
ABN AMRO Bank N.V. 1991 - 1995
Skills
Investment Banking, Executive Management, Strategic Planning, Sales Management, Bond Markets, Investment Sales, Strategic Consulting, Venture Capital, Private Equity, Mergers, Corporate Development, Equities, Capital Raising, Corporate Finance, Funding, Start-ups, Strategy, Financial Structuring, Securities, Investments, Business Strategy, Private Placements, Business Planning, Trading, Bonds, Structured Products, Finance, Banking, Mutual Funds, Valuation, Due Diligence, Equity Derivatives, Financial Modeling, Capital Markets, Emerging Markets, Alternative Investments, Hedge Funds, IPO, Investor Relations, Financial Services, Asset Managment, Restructuring, Entrepreneurship, Leadership, M&A experience, Deal Sourcing, Joint Ventures, Fixed Income, Capital, Buyouts
Education
Worcester Polytechnic Institute 1969 — 1970
Millikin University 1960 — 1962
B.S.
University of Illinois at Urbana-Champaign 1958 — 1960
Xaxis March 2014 - Present
Don Bosco Preparatory High School August 2012 - March 2014
Hapoalim Securities USA July 2010 - June 2012
Jesup & Lamont November 2008 - June 2010
Skills
Digital Media, Fixed Income, Bonds, Trading, Investments
Education
Bentley University 2004 — 2008
Bachelor's Degree, Finance
InterOcean Advisors LLC March 2014 - Present
Corporate Finance Associates March 2012 - April 2014
Morgan Stanley April 2011 - March 2012
Alpha Alternatives LLC April 2010 - April 2011
Jesup & Lamont May 2009 - April 2010
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Capital Markets, Financial Modeling, Financial Analysis, Alternative Investments, Finance, Investment Banking, Business Valuation, Business Strategy, Equities, Valuation, Corporate Development, Mergers, International M&A, Corporate Finance, Due Diligence, Capital Raising, Private Placements, Financial Advisory, M&A experience, Acquisitions, International Business, Derivatives, PIPE transactions, Regulation D, Business Analysis, IRR
Education
DePaul University 2005 — 2009
Marketing & Management Double Major, Concentrations in Sales/Leadership & Entrepreneurship
SunTrust Bank December 2013 - Present
SunTrust Bank March 2013 - November 2013
SunTrust Bank March 2012 - December 2012
provided services, in-home, advocacy interfacing w/ agencies & Virginia State legislators February 2011 - March 2012
SunTrust Bank April 2010 - February 2011
SunTrust Bank December 2009 - February 2010
Summit Mortgage Corporation/Dominion Mortgage/Professional Mortgage Corp July 2003 - December 2009
Stage Press Weekly August 2001 - January 2003
Jesup & Lamont August 1996 - September 2001
Film Festival Today July 1996 - September 2001
Skills
Credit, Customer Service, Investments, Mortgage, Loans, Compliance, Negotiation, Customer Relations, Data Entry, Access, Word, Analysis, Excel, Documentation, Microsoft Office, Insurance, Mortgage Lending, Pharmacy Technicians, Pharmacy
Education
Bellevue University 2013 — 2015
Certificate in Professional Banking Operations and Leadership, Banking, A
Northern Virginia Community College 1983 — 1984
Information Technology
Towson University 1979 — 1980
philosophy, English
Aeropostale July 2014 - Present
The Daily Stache July 2013 - September 2013
Neuronic Games September 2012 - December 2012
Jesup & Lamont February 2010 - July 2010
Skills
Digital Photography, Photoshop, Illustrator, InDesign, Dreamweaver, Microsoft Word, PowerPoint, Microsoft Excel, Windows 7, Google Apps, WordPress, Windows XP Pro, Drawing, Painting, Sketching, Facebook, Twitter, Tumblr, Broadcast Journalism, Photojournalism, Web Design, Research, Typography, YouTube, Sports, Baseball, Football, Basketball, Fine Arts, Drupal, Social Media, Premiere, Art, Mac, Flash Animation, Vector Illustration, Adobe Creative Suite, Graphic Design, Social Networking, Blogging, Logo Design, Photography
Education
Borough of Manhattan Community College 2010 — 2013
Associate's degree in Science, Multimedia Programming & Design
Benjamin Banneker Academy High School 2006 — 2010
Testa Associates, LLC January 2010 - Present
Jesup & Lamont January 2005 - February 2010
Coburn & Meredith 2005 - 2009
Merrill Lynch 1998 - 2004
Skills
Financial Planning, Mutual Funds, Strategic Financial..., Investments, Alternative Investments, Asset Managment, Series 7, Asset Allocation, Financial Services, Retirement Planning, Series 63, Securities, Asset Management, Wealth Management, Entrepreneurship, Retirement, Estate Planning, Bonds, Finance, Life Insurance, Portfolio Management, Mergers & Acquisitions, Equities, Strategy, 401k, Investment Advisory, Financial Advisory, Private Equity, Hedge Funds, Valuation, Trading, Financial Analysis, Investment Banking, Series 24, Insurance, Financial Planners, Risk Management, Wealth, Fixed Annuities, Series 6, Investment Strategies, Long Term Care Insurance, Credit, Institutional, ETFs, FINRA, IRAs, Executive Management, Long-term Care, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Worcester Polytechnic Institute 1980 — 1984
BS, Civil Engineering
PricewaterhouseCoopers August 2015 - Present
Grant Thornton LLP January 2015 - July 2015
Grant Thornton LLP October 2013 - January 2015
Cultural Vistas April 2012 - September 2013
GreenCrest Capital LLC July 2010 - July 2011
Jesup & Lamont March 2010 - July 2010
Northeast Securities, Inc. January 2006 - March 2010
Skills
Hedge Funds, Alternative Investments, Marketing, Institutional Sales, Equities, Financial Analysis, Bloomberg, DCF, Accounting, Spreadsheets, Microsoft Excel, Finance, Financial Accounting
Education
Cornell University
Bachelor of Science (B.S.), Engineering, Operations Research
Baruch College, Zicklin School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting
Ascendiant Capital Group 2011 - 2012
Self Employed May 2010 - June 2011
Jesup & Lamont 2008 - 2010
Global Hunter Securities, Inc August 2007 - July 2008
UNX, Inc 2006 - 2007
Kingsland Capital 2003 - 2006
Hermes Advisors 2001 - 2003
Embarcadero Securities 2000 - 2001
IJL Capital Management 1996 - 2000
Orchestra New England June 1991 - September 1991
Skills
Series 7, Series 63, Investment Banking, Hedge Funds, Capital, Equities, Capital Markets, Investments, Alternative Investments, Financial Markets, Securities, Financial Analysis, Investor Relations, Private Placements, Structured Finance, Funding, Portfolio Management, Trading, Investment Management, Mutual Funds, Venture Capital, Valuation, Marketing, Marketing Strategy, Sales, Financial Modeling, Finance, Series 73, Sales Management, Team Management, Retail Category..., Experienced Business..., Chartered Financial..., Bloomberg, Private Equity, Equity Research, IPO, Business Planning, Emerging Markets, Corporate Development
Education
Yale University - Yale School of Management 1990 — 1992
Master's Degree, Business Administration; Financial Analysis and Competitive Strategies
University of California, San Diego 1982 — 1987
Bachelor of Arts Degree, Economics
Star Capital - www.starcapitalfund.com December 2014 - Present
Panama Green Innovations September 2014 - Present
New World Partners EB5 January 2013 - Present
Retail Brand Collection (RBC), formerly Sun Investment Partners January 2010 - Present
Revere Securities Corp. January 2009 - Present
Yorkshire Capital Group Hong Kong January 2002 - Present
Private Capital Group LTD January 2005 - January 2012
Jesup & Lamont January 1997 - January 2006
Skills
Capital Markets, Private Equity, IPO, Equities, Investment Banking
Education
Northeastern University
Finance and Economics
Phalanx Ventures August 2015 - Present
SLM Corporation April 2013 - January 2014
AERCA Advisors February 2009 - April 2013
Mid-Atlantic Renweable Partners February 2009 - March 2013
Jesup & Lamont May 2007 - February 2009
Skills
Renewable Energy, Start-ups, Business Development, Mergers, Venture Capital, Due Diligence, Photovoltaics, Business Strategy
Education
University of Delaware 1987 — 1992
BSBA, Marketing
Salesianum School 1984 — 1987
College Preparatory
Keller Williams April 2014 - Present
Grand Realty of America July 2013 - April 2014
CWG March 2013 - July 2013
Florida Atlantic University June 2012 - April 2013
Royal Palm Apartments November 2011 - October 2012
Jesup & Lamont June 2009 - November 2011
Skills
Project Management, Real Estate Negotiating, Student Housing, Investors, Real Estate Investor, Motivational Speaking
Education
Florida Atlantic University 2011 — 2015
Finance, Real Estate, Business Law, Risk Management
Florida Atlantic University 2011 — 2015
Bachelor's degree, Finance, General
Ocean Bay Management, Inc. April 2008 - Present
Town & Country Real Estate May 2011 - Present
Jesup & Lamont January 2007 - June 2008
Skills
Marketing, Real Estate Transactions, Sales, Social Networking, Real Estate, Financial Accounting, Negotiation, Financial Reporting, Brand Development, Entrepreneurship, Financial Analysis, Revenue Yield Management, Leadership, Financial Modeling, Commercial Real Estate, Hospitality Management, Hospitality Law, Corporate Finance, Corporate Law, Corporate Governance, Information Technology, Technology Integration, Resorts, Real Estate Economics, Real Estate Financing, Cost Accounting, Tax Accounting, Cisco Technologies, Management, Social Media Marketing, Customer Service
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Barton Associates Inc. January 2015 - July 2015
International House World Organisation July 2013 - January 2015
ILA Vietnam November 2013 - July 2014
64 Pixels 2012 - January 2014
Metis Communications January 2011 - October 2011
Jesup & Lamont May 2009 - September 2009
Skills
Journalism, Marketing, Public Relations, Medical Staffing, Recruiting, Locum Tenens, Technology Journalism, Staffing Services, Research, Entrepreneurship, Physician Relations, Social Media, Health Journalism, Public Speaking, Temporary Staffing, Content Strategy, Editorial, Staff Development, Blogging, Staff Management, Google Analytics, Branding Experience, Marketing Communications, Social Media Marketing, Microsoft Office, PowerPoint, WordPress, Media Relations, Microsoft Word, Teaching, iPhone, Hootsuite, Ap Style, Organizational..., Time Management, Social Networking
Education
Northeastern University 2007 — 2012
Bachelor of Arts
Key Soulutions Real Estate Group April 2014 - Present
Keller Williams Real Estate April 2011 - April 2014
Exit Realty Signature Properties April 2009 - April 2011
Keller Williams Realty April 2008 - April 2009
Jesup & Lamont August 1989 - March 1994
Skills
Short Sales, First Time Home Buyers, Foreclosures, Sellers, Real Estate, Buyers, Selling, Listings, Waterfront, REO, Buyer Representation, Residential Homes, New Home Sales, Condos, Relocation, Investors, Referrals, Single Family Homes, Vacation Homes, SFR, Move Up Buyers, ABR, Townhomes, Luxury, New Homes, Real Property, Sales, Investment Properties, Real Estate Transactions, Relocation Buyers, Seniors, Rentals
Education
Eckerd College 1984 — 1988
BA, Business
Saint Mary's High School Manhasset NY
R.W. Pressprich April 2013 - Present
Wunderlich Securities 2010 - 2011
Jesup & Lamont 2008 - 2010
Schroders 2004 - 2008
BlackRock 1999 - 2003
Corning Incorporated 1996 - 1999
National Security Agency 1993 - 1996
USAF 46th Test Group 1989 - 1993
Skills
Fixed Income, Financial Modeling, Bonds, Bloomberg, Investments, Series 7, Credit, Credit Analysis, High Yield, Debt, Relative Value, Leveraged Finance, Financial Analysis, Excel, Research, Microsoft Office, Corporate Bonds, Visual Basic, VBA, PowerPoint, Software Development, Bloomberg API
Education
University of North Carolina at Wilmington 1998 — 1999
MBA
US Air Force Academy 1985 — 1989
BS, Electrical Engineering
City of Union City April 2013 - Present
Bay Area Air Quality Management District July 2010 - April 2013
WJ Public Finance May 2009 - August 2010
Jesup & Lamont October 2008 - April 2009
Bank of the West August 2004 - October 2008
Alameda County September 1999 - August 2004
City of San Jose 1998 - 1999
US Armry 1978 - 1999
San Francisco International Airport March 1995 - April 1998
Fieldman Rolapp & Associates April 1990 - March 1995
Skills
Public Finance, Public Administration, Financial Administration, Credit, Government, Financial Analysis, Underwriting, Strategic Planning, Leadership, Financial Regulation, Bonds, Management, Program Management, Budgets, Policy, Finance, Nonprofits, Analysis, Real Estate, Portfolio Management, Fixed Income, Structured Finance, Risk Management, Public Speaking, Grants, Managerial Finance, Capital Markets, Securitization, Public Sector Budgeting, Government Accounting, Economic Development, Restructuring, Policy Analysis, Public Sector Financial..., Community Outreach, Public Policy, Community Development, Strategic Financial..., Investment Banking, Securities
Education
University at Albany, SUNY 1981 — 1983
MPA, Public Aministration
University at Albany, SUNY 1977 — 1981
BA, English
HANC
High School
EY January 2015 - Present
WithumSmith+Brown January 2013 - January 2015
Scottrade 2011 - 2012
Jesup & Lamont June 2008 - August 2008
Skills
US GAAP, Accounting, Tax Preparation, Financial Statements, Internal Controls, Financial Accounting, Financial Services, CPA, SEC Financial Reporting, SEC filings, QuickBooks, GoSystems, ProSystem fx Engagement, Microsoft Excel, Auditing, Financial Reporting
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2013
Master of Science (MSc), Accounting
Xaverian High School 2008 — 2012
Keller Williams Real Estate January 2013 - Present
Jesup & Lamont 2005 - 2008
Ryan Beck & Co. 2001 - 2003
Southeast Research Partners 1992 - 2001
Furman Selz & Co. 1986 - 1989
EF Hutton 1980 - 1986
Skills
Investment Properties, Real Estate, Short Sales, Management, First Time Home Buyers, Condos, Investors, Investments, REO, Real Estate Transactions, Negotiation, Asset Management, Strategic Planning, Single Family Homes, Selling, Contract Negotiation, Sales, Marketing
Education
Georgetown University 1975 — 1979
Bachelor of Science (BS), Marketing
Canterbury School 1972 — 1975
holy cross
KryoLife Staten Island August 2014 - Present
KryoVentures September 2013 - Present
Bluefin Trading LLC November 2011 - September 2012
Guggenheim Partners September 2010 - September 2011
Jesup & Lamont February 2009 - September 2010
Bear Stearns 1992 - 2008
Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Investment Banking, Trading, Series 63, Alternative Investments, Fixed Income, Financial Markets, Portfolio Management, Series 24, Seires 55, Series 7, Equity Trading, Securities
Education
Pace University - Lubin School of Business 1988 — 1992
BBA, Finance
VJ WORLD WIDE LTD. May 2014 - Present
Avenir Financial Group October 2012 - Present
dax August 2010 - August 2011
Jesup & Lamont November 2007 - August 2008
harrison securities 2003 - 2004
Skills
Investment Banking, Portfolio Management, Fixed Income, Options, Finance, Equity Trading, Venture Capital, Equities, Bonds, Trading, Capital Markets, Financial Advisory, Hedge Funds, Securities, Series 7, Series 63, Series 24, Equity Derivatives, Wealth Management, Alternative Investments, Bloomberg Terminal, Private Placements, Proprietary Trading, Hedging, Trading Systems, Electronic Trading, Investments, Financial Markets, Derivatives, FINRA, Asset Allocation, Investment Advisory
Education
1999 — 2001
Business
TrueNorth Capital Partners LLC December 2009 - Present
Westbury Group LLC 2006 - 2009
Jesup & Lamont 2002 - 2005
Blaylock & Partners 2001 - 2002
Fieldstone Private Capital Group L.P. 1998 - 2000
Prudential Securities 1986 - 1999
Exxon Corporation 1979 - 1986
Citibank 1978 - 1979
Skills
Financial Services, Investment Banking, Private Equity, Energy, Mergers, Negotiating, Buy side M&A, Sell side M&A, Corporate Finance, Private Placements, Valuation, Business Valuation, Financial Analysis, Financial Modeling, Presentations, Business Strategy, Business Analysis, New Business Development, Restructuring, Fairness Opinions, Treasury Management, Helping Clients Succeed, Building Relationships, Transaction Processing, Deal Execution, Oil and Gas, Due Diligence, Equities, Mergers & Acquisitions, Bridge, Finance, LBO, Divestitures, M&A experience, Corporate Development, Venture Capital, Leveraged Finance, Financial Structuring, Growth Capital, Capital Raising, Mezzanine, Structured Finance, High Yield, Capital, Deal Sourcing, Negotiation
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Finance
Bucknell University 1973 — 1977
BSBA, Business
Glen Cove HIGH SCHOOL 1969 — 1973
Leopold and Associates PLLC August 2014 - Present
Leopold and Associates PLLC June 2013 - August 2014
R.J. O'Brien & Associates June 2012 - June 2012
Jesup & Lamont June 2004 - August 2005
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Corporate Law, Legal Assistance, Westlaw, LexisNexis, Legal Compliance, Legal Contract Review, Legal Documents
Education
Purchase College, SUNY 2009 — 2012
Bachelor’s Degree, liberal arts- law concentration, Magna Cum Laude
Purchase College, SUNY
Fireman Capital Partners January 2014 - Present
Reit Management & Research LLC August 2010 - December 2013
Berkshire Partners July 2007 - August 2010
Wayfair May 2006 - August 2006
Society of Young Jewish Professionals (SYJP) May 2005 - August 2005
Jesup & Lamont May 2005 - August 2005
Skills
Due Diligence, Financial Analysis, Financial Modeling, Private Equity, CRM, Bloomberg, Salesforce.com, Marketing Communications, Email Marketing, Event Management, Corporate Communications, Public Relations, Investor Relations, Investment Banking, Due diligence
Education
Bentley University
BS, Marketing, Finance
Jesup & Lamont March 2009 - June 2010
Legend Merchant Group December 2006 - October 2008
Trend Trading To Win June 2005 - December 2006
Skills
Series 7, Investments, Investment Banking, Private Equity, Competitive Analysis, Venture Capital, Due Diligence, Banking, Advertising, Securities
Education
Fort Lewis College 1999 — 2003
BA
Phillips Academy 1991 — 1995
Allstate Financial Services, LLC December 2013 - Present
Freedom Partners of South Florida April 2013 - September 2013
AIG 2010 - April 2013
Jesup & Lamont 2009 - 2010
AIG 1998 - 2009
MetLife 1991 - 1997
Skills
Investments, Insurance, Risk Management, Retirement Planning, Strategy, Strategic Planning, Financial Analysis, Portfolio Management, Retirement, Banking, Employee Benefits, Budgets, Finance, Series 7, Accounting, Life Insurance, Cash Management, Mutual Funds, Financial Advisory, Estate Planning, Wealth Management, Customer Service, Mergers, Strategic Financial..., Business Planning
Education
Nova Southeastern University 1998 — 2000
Certified Financial Planning course study completed
University of Louisville 1984 — 1985
Education
Eastern Kentucky University 1982 — 1984
Education
ICAP August 2014 - Present
GFI Group November 2013 - August 2014
ICAP February 2011 - November 2013
Jesup & Lamont November 2009 - July 2010
Vector Global WMG March 2008 - June 2009
Banc of America Securities March 2007 - November 2007
United States General Services Administration October 2005 - March 2007
Skills
Securities, Options, Trading, Trading Systems, Equities, Fixed Income, Series 7, Equity Trading, FINRA, Capital Markets, Finance
Education
West Virginia University 2003 — 2005
Masters, Public Policy and International Relations
Penn State University 1998 — 2003
B.A, Economics, International Politics
Prudential Financial February 2014 - Present
Prudential Financial May 2011 - February 2014
Jesup & Lamont January 2010 - May 2010
Sidoti & Company, LLC October 2006 - November 2009
Skills
Series 7, Mutual Funds, Equities, Series 63, Investments, FINRA, Alternative Investments, Securities, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor's degree, Finance, General
Falcon Square Capital August 2015 - Present
Wunderlich Securities July 2014 - July 2015
CastleOak Securities, L.P. August 2012 - January 2014
Piper Jaffray 2011 - August 2012
BTIG LLC July 2010 - July 2011
Jesup & Lamont 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Advest, Inc. 2003 - 2005
Piper Jaffray 2001 - 2003
Prudential Securitites 1997 - 2001
Skills
Fixed Income, Alternative Investments, Investment Banking, Hedge Funds, Series 7, Capital Markets, Structured Products, Series 63, Equities, Portfolio Management, Bloomberg, Trading, Securities, Bonds, Investments, Asset Management
Education
UCLA Anderson School of Management
MBA, Finance, Entrepreneurship
University of Pennsylvania
BAS, Systems Engineering
University of Pennsylvania - The Wharton School
BSE, Finance
Deutsche Bank Securities December 2007 - Present
Legend Merchant Group September 2002 - November 2007
Jesup & Lamont 1995 - 2002
Skills
Hedge Funds, Equities, Capital Markets, Private Equity, Investment Banking, Investments, Alternative Investments, Fixed Income, Valuation, Asset Management
Education
Queens College 1991 — 1994
political science
Jesup & Lamont 2009 - Present
American Fund Advisors January 1983 - November 2009
Education
Rutgers University-New Brunswick 1974 — 1978
Renew Recovery, LLC October 2013 - Present
Greater Louisville Inc. May 2013 - September 2013
Greater Louisville Inc. February 2012 - September 2013
LifeTech Capital Group- Division of Aurora Capital December 2009 - February 2012
Jesup & Lamont May 2009 - November 2009
Dawson James Securities December 2008 - March 2009
Dawson James Securities November 2006 - December 2008
Skills
Biotechnology, Lifesciences, Commercialization, Entrepreneurship, Immunology, Venture Capital, Technology Transfer, Valuation, Executive Management, Science, Management, Biopharmaceuticals, Analysis, Research, Leadership, Licensing, Strategy, Medical Devices, Start-ups, Life Sciences
Education
Eckerd College 2002 — 2006
B.S, Biochemistry, minor Business Management
Greely High School
Verizon Wireless August 2011 - Present
Verizon Wireless January 2009 - July 2011
Verizon Wireless April 2005 - July 2011
ALCATEL-LUCENT TECHNOLOGIES January 2001 - January 2005
Alcatel-Lucent 2001 - 2005
Lucent Technologies 2001 - 2005
Lucent Technologies Mobile Applications and Services Delivery 2001 - 2005
FORDHAM FINANCIAL MANAGMENT January 1997 - January 1999
FIRST LIBERTY INVESTMENT GROUP, INC January 1996 - January 1997
Jesup & Lamont 1994 - 1997
Education
Boston University Questrom School of Business 1999 — 2001
MBA/MS-IS
Cabrini College 1985 — 1989
BA
Cabrini College
BS, Business Administration; Marketing
Boston University Graduate School of Management
MBA and MS, Information Systems
COMMUNITY ACTIVITIES
Academy Securities August 2012 - Present
Illinois Local Government Advisory Board January 2011 - Present
Regional Transportation Authority 1987 - Present
City Club of Chicago 1985 - 2014
Blaylock Robert Van, LLC April 2011 - August 2012
Jesup & Lamont February 2010 - August 2010
Public Finance June 2009 - January 2010
KeyBanc Capital Markets July 2006 - July 2008
Oppenheimer & Co. July 2005 - August 2006
First Albany Capital 1998 - 2004
Skills
Hedge Funds, Equities, Private Equity, Portfolio Management, Alternative Investments, Valuation, Corporate Finance, Public Finance, Investment Management, Corporate Governance, Funding, Financial Analysis, Structured Finance, Venture Capital, Finance, Mutual Funds, Government, Financial Services, Bloomberg, Financial Advisory, Cash Management, Strategic Financial..., Project Finance, Investor Relations, Trading, Mergers & Acquisitions, Investment Strategies, Leadership, Investments, Investment Banking, Securities, Management, Capital Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management
Master of Management, Public Management, Finance, Marketing
Wabash College
AB, Political Science
madison high school
Macquarie Bank November 2010 - Present
Ballista Securities, LLC June 2010 - November 2010
Jesup & Lamont 2009 - June 2010
Collins Stewart 2008 - 2009
Husky Trading 2005 - 2008
Consolidated Trading 2003 - 2005
Fat Squirrel Trading Group 2002 - 2003
Wolverine Trading 1998 - 2001
Skills
Trading Systems, Trading, Options, Derivatives, Equities, Hedging, Commodity
Education
University of North Carolina at Chapel Hill 1990 — 1997
Bachelor of Science (BS)
Boston College
GW&K Investment Management November 2013 - Present
AlphaOne Capital Partners LLC September 2009 - November 2013
OFI Institutional Asset Management March 2006 - August 2009
Babson Capital Management May 2005 - March 2006
Jesup & Lamont 1999 - 2005
KPMG 1996 - 1998
Skills
Asset Management, Equity Research, Series 7, Equities, Financial Analysis, Alternative Investments, Hedge Funds, Investments, Capital Markets, Financial Modeling, Bloomberg, Corporate Finance, Portfolio Management, Investment Management, Valuation, Mutual Funds, Fixed Income, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance and Accounting
Colgate University 1992 — 1996
Bachelors, Economics and German
Raiseworks May 2013 - Present
EagleView Securities, Inc./EagleView Advisors, Inc. December 2014 - August 2015
iTB Holdings Inc. March 2011 - January 2014
InterMerchant Securities, LLC March 2010 - March 2011
Jesup & Lamont October 2008 - December 2009
Safdie Investment Services Corp. May 2005 - October 2008
US Trust November 2003 - May 2005
BBVA Securities Corp. August 2001 - November 2003
Security Financial Network, LLC November 1999 - August 2001
NASD/FINRA September 1997 - November 1999
Skills
Over 15 years of..., FINRA Series 4, 7, 24,..., Equities, Securities, Series 7, Trading, Hedge Funds, Risk Management, Fixed Income, Capital Markets, Asset Management, Alternative Investments, Investments, Series 24, Private Placements, Business Communications, Drafting Policies
Education
Temple University 1997 — 1999
MBA, Finance, 3.8
Rutgers University 1990 — 1994
Bachelor of Science (BS), Business Management, 3.4
Financial West Group March 2012 - Present
Wunderlich Securities July 2010 - March 2012
Jesup & Lamont March 2006 - July 2010
The Shemano Group September 1995 - March 2006
Education
University of Michigan 1984 — 1988
BA, History
CLSA Americas LLC January 2011 - Present
Li & Fung June 2009 - December 2010
Jesup & Lamont September 2009 - June 2010
Buckingham Research Group 1999 - 2009
Diane von Furstenberg 1996 - 1999
Liz Claiborne 1993 - 1996
Macy's 1985 - 1992
Saks Fifth Avenue 1979 - 1985
Skills
Merchandising, Equities, Apparel, Stores, Retail Industry, Trend Analysis, Luxury Goods, Private Equity, Fashion, Competitive Analysis, FINRA, Luxury, Sales, Equity Research, Financial Analysis, Strategy, Venture Capital, Finance, Retail
Education
Northern Arizona University 1971 — 1972
MBA, marketing, management
Arizona State University 1968 — 1970
BS in Advertising, marketing, management
University of Maryland Munich 1966 — 1968
none 2 years, liberal arts
University of Maryland Munich 1966 — 1968
none 2 years, liberal arts
Fairbridge Capital Markets December 2014 - Present
Hedrick Huxley LLC January 2011 - September 2014
Finacorp Securities December 2010 - June 2011
Jesup & Lamont 2008 - 2009
Blaylock & Partners, L.P. 2004 - 2008
Jackson Securities 1999 - 2004
Artemis Capital Group, Inc. 1996 - 1999
Rauscher Pierce Refnes, Inc. 1994 - 1995
J.P. Morgan 1984 - 1994
Crocker National Bank 1981 - 1984
Skills
Budgets, Fixed Income, Capital Markets, Bonds, Public Finance, Investments, Contract Negotiation, Investment Banking, Securities, Asset Managment, Series 7, New Business Development, Real Estate Development, Valuation, Asset Management, Equities, Structured Finance, Finance, Mergers & Acquisitions, Credit, Alternative Investments, Banking, Project Finance, Financial Services, Hedge Funds, Due Diligence, Loans, Financial Structuring, Private Equity, Portfolio Management, Corporate Finance, Financial Modeling, Trading, Financial Advisory, Structured Products, Bloomberg, Mutual Funds, Series 63, Derivatives, Investor Relations, Investment Strategies, Investment Management, Asset Allocation, Strategic Financial..., Series 24, Financial Markets, Equity Trading, Credit Analysis, Financial Analysis, Securitization
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1975 — 1976
Worked towards a MPA, Public Administration
George Mason University 1967 — 1971
BA, American History
Protea Biosciences September 2012 - May 2015
Lucid, Inc. June 2010 - June 2012
Forge Financial Group 2009 - July 2010
Jesup & Lamont February 2008 - August 2009
Skills
Lifesciences, Investment Banking, Strategic Planning, Capital Markets, Mergers, Investor Relations, Sales, Corporate Development, Securities, Mergers & Acquisitions, Business Development, Finance, Product Development, Start-ups, Venture Capital, Due Diligence, Investments, Private Equity, Financial Modeling, Corporate Finance, Emerging Markets, Valuation
Education
Ramapo College of New Jersey
B.S., Finance
Global Arena Capital Corp. October 2008 - Present
Jesup & Lamont May 2007 - October 2008
Education
Baruch College, City University of New York (CUNY)
BBA, Finance and Ecomics
Cowen March 2013 - Present
Dahlman Rose & Company July 2010 - March 2013
Jesup & Lamont November 2008 - June 2010
Citi January 2007 - July 2008
The Benchmark Company May 2003 - January 2007
Buckingham Research Group January 1998 - May 2003
Smith Barney December 1994 - November 1997
Lehman Brothers July 1987 - July 1994
Drexel Burnham Lambert 1985 - 1987
Skills
Strategic Planning, Airlines, Air Freight, Aircraft Leasing, Equities, Valuation, Financial Modeling, Trading, Portfolio Management, Equity Research, Mergers, Financial Analysis, Capital Markets, Private Equity, Investment Banking, Investments, Venture Capital, Restructuring, Bloomberg, Fixed Income, Leveraged Finance, Finance, Securities, Mergers & Acquisitions, Hedge Funds, Due Diligence, Equity Valuation, Structured Finance, Emerging Markets, Series 7, Financial Services, Financial Markets, Alternative Investments, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
Montclair State University 1975 — 1979
BA, Speech & Theater, Marketing
Wells Fargo Asset Management February 2013 - Present
Guggenheim Partners December 2011 - February 2013
MF Global November 2010 - November 2011
Concept Capital July 2009 - October 2010
Jesup & Lamont February 2009 - June 2009
Citigroup September 1999 - June 2009
Skills
Equities, Capital Markets, Portfolio Management
Education
Michigan State University
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
Grand Crews Contracting June 2012 - Present
SJ Levinson December 2009 - April 2011
Jesup & Lamont June 2008 - November 2009
Bear Stearns July 1998 - June 2008
Education
Fordham University
Gabelli & Company, Inc. April 2009 - Present
Jesup & Lamont June 2008 - April 2009
Smith, Moore August 2007 - June 2008
A. G. Edwards & Sons July 1992 - June 2007
Skills
Series 7, Securities, Private Equity, Mutual Funds, Management, Investment Strategies, Investment Management, Financial Analysis, Finance, Equity Valuation, Equities, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
MBA, BA, Economics and Finance
Rollins College 1988 — 1991
BA, Economics
Guggenheim Securities, LLC August 2010 - October 2011
Jesup & Lamont August 2008 - June 2010
Bear Stearns June 1992 - June 2008
Education
Pace University 1983 — 1987
BBA, Accouting
Wells Fargo Advisors July 2010 - Present
Double Rock Corporation February 2009 - July 2010
The Reserve Funds May 2008 - February 2009
Jesup & Lamont May 2006 - August 2006
Skills
Equities, Securities, Investments, Financial Analysis, Risk Management, Trading, Mutual Funds, Fixed Income, Financial Services, Asset Management, Microsoft Excel, Microsoft Office, PowerPoint, Hedge Funds, Bloomberg, Alternative Investments, Management
Education
Arizona State University 2002 — 2007
Bachelor of Science, Economics
Access Securities LLC September 2010 - Present
Jesup & Lamont 2000 - 2010
Southport Securities 1996 - 2000
McMahan Securities 1992 - 1994
LIT America 1989 - 1992
Skills
Corporate Finance, Electronic Trading, Hedge Funds, Convertible Securities, Capital Markets, Options, Financial Markets, Equities, Portfolio Management, Securities, Investment Banking, Derivatives, Trading, Alternative Investments, Trading Systems
Education
The University of Connecticut School of Business 1983 — 1987
Wunderlich Securities July 2010 - Present
Jesup & Lamont November 2008 - July 2010
Financial Northeastern Companies September 1992 - December 2008
Skills
Securities
Education
Muhlenberg College
Bachelor of Arts (B.A.), Accounting
BioCarbon Technologies July 2014 - Present
Law Logistics January 2014 - Present
The Law Office of Russell B. Adler P.A. January 2012 - Present
Scitech Corp September 2013 - July 2014
Fuelstream January 2012 - October 2012
Revere Securities Corporation July 2011 - January 2012
Jesup & Lamont October 2009 - February 2010
Platinum Advisory Services January 2003 - January 2010
Augustus Capital January 2005 - January 2007
Strategic Holdings Corp January 1996 - January 1998
Skills
Strategic Consulting, Investment Banking, Mergers, Asset Managment, Private Equity, Hedge Funds, LBO, Corporate Finance, Structured Finance, Mergers & Acquisitions, Private Placements, Trading, Venture Capital, Acquisitions, Legal Information
Education
Nova Southeastern University 1983 — 1986
JD, LAW
Barry University 1982 — 1983
MBA, Business
William Penn University 1978 — 1982
BA, Business Sociology
miami beach senior high 1975 — 1978
Football
Rowland Associates February 2009 - Present
Jesup & Lamont March 2001 - December 2008
Legg Mason August 1998 - June 2004
Skills
Investments, Mergers, Due Diligence, Executive Management, Venture Capital, Private Equity, Start-ups, Restructuring, Fixed Income, Investor Relations, Alternative Investments, Valuation, Asset Management, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Hedge Funds, Capital Markets, Financial Services, Energy, Corporate Development, Investment Banking, Equity Research, Portfolio Management, Finance, Equities, Funding, Securities, Private Placements, Emerging Markets, Trading
Education
Bellarmine University 1969 — 1973
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wedgewood Investment Group August 2012 - Present
Jersey Fortress Capital Partners, LLC October 2011 - July 2012
Aegis Capital July 2010 - October 2011
Jesup & Lamont December 2009 - June 2010
Skills
Investment Banking, Corporate Finance, Strategic Financial..., Finance, Equities, Private Placements, Capital Markets, Private Equity, Alternative Investments, Hedge Funds, Series 7, Securities, Fixed Income, Equity Research, Series 63, Due Diligence, Valuation
Education
Rutgers Graduate School of Management 1979 — 1982
Master of Business Administration (MBA), Investments and Securities
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
BA, Mathematics
Avanzino & Moreno, P.C. 2012 - Present
MNS November 2010 - Present
Jesup & Lamont July 2008 - June 2010
Jesup & Lamont July 2008 - June 2010
Jesup & Lamont Inc July 2008 - June 2010
United Homes February 2002 - June 2008
Skills
Administrative..., Condos, Investment Properties, Marketing, Human Resources, Real Estate, Real Estate Transactions, Residential Homes, Sales, Luxury, Marketing Strategy, Merchandising, Negotiation, Process Scheduler, Property Management, Rentals, Sellers
Education
Fashion Institute of Technology 1987 — 1990
Merchandising, Business
Fashion Institute of Technology 1986 — 1990
Fashion Merchandising Marketing & Management
General Motors March 2015 - Present
Chevrolet September 2013 - March 2015
Chevrolet November 2012 - August 2013
The Luxury Marketing Council June 2009 - August 2009
Jesup & Lamont March 2006 - July 2006
Skills
Fire Breathing, Fire Eating
Education
James Madison University 2006 — 2010
2006Ridgefield High School
James Madison University
2010, BA History
Elevation LLC May 2013 - Present
Direct Access Partners December 2011 - May 2013
BNY ConvergEx April 2009 - December 2011
Sterne Agee April 2008 - March 2009
Jesup & Lamont August 2006 - February 2008
JB Oxford - National Clearing Corp November 2001 - November 2004
Gruntal & Co. January 1999 - October 2001
Skills
Series 7, Series 63, Series 55, Series 24, Electronic Trading, Securities, FINRA, Equity Trading, Trading, Hedge Funds, Financial Markets, Equities, Options, Trading Systems, Capital Markets, Investments
Education
University of Delaware 1993 — 1997
BS
King Street Capital Management March 2011 - Present
Stanfield Capital Partners, LLC December 2006 - March 2011
Jesup & Lamont January 2005 - December 2006
Commonwealth Associates Group Holdings, LLC and Affiliates July 1995 - January 2005
Ernst & Young August 1993 - July 1995
Berenson LLP January 1989 - June 1993
Skills
Hedge Funds, Financial Reporting, Fixed Income, Accounting, Internal Controls, Valuation, Private Equity, Bloomberg, Portfolio Management, Account Reconciliation, US GAAP, Investment Banking
Education
Hofstra University 1987 — 1988
MBA, Finance
Hofstra University 1983 — 1987
BBA, Accounting
Wells Fargo Advisors, LLC March 2010 - Present
Longbow Research January 2009 - October 2009
Jesup & Lamont January 2008 - December 2008
A.G. Edwards September 1989 - October 2007
Skills
Financial Analysis, Portfolio Management, Investments, Series 7, Risk Management, Financial Modeling, Asset Management, Valuation, Equity Research
Education
Saint Louis University 1990 — 1992
Masters of Business Administration, Finance, General
University of Tulsa 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Herbert J. Sims & Co. February 2014 - Present
Herbert J. Sims & Co. September 2011 - February 2014
Martin Chioffi LLP June 2009 - September 2009
Stamford Mayor's Office June 2007 - September 2007
Jesup & Lamont June 2006 - September 2006
Skills
Financial Modeling, PowerPoint, Microsoft Office, Financial Analysis, Valuation, Due Diligence, Social Media, Mergers & Acquisitions, Investments, Bloomberg, Research, Portfolio Management, Microsoft Word, Mergers
Education
The University of Connecticut 2009 — 2011
BA, political Science
Tactile Brain LLC September 2014 - Present
Samsung C&T America October 2010 - Present
Premier Aptitude November 2009 - October 2010
Friends of Kevin Kim Campaign June 2009 - November 2009
Jesup & Lamont May 2008 - August 2008
Skills
International Business, Export, International Trade, Strategy, Microsoft Excel, Business Development, Business Strategy, Sales, Management, Strategic Planning, Product Development, Tenacious Work Ethic, Research, Microsoft Word, Marketing Strategy, Business Planning
Education
State University of New York at Binghamton 2005 — 2009
Hunter College High School 2000 — 2005
Lindros Financial January 2013 - Present
Laidlaw & Company August 2010 - October 2012
Jesup & Lamont 2009 - 2010
GunnAllen Financial 2002 - 2009
Skills
Series 24, Series 7, Series 63, Securities, Wealth Management, Strategic Financial..., Investment Banking
Education
Palm Beach Community College 1984 — 1988
Associate of Arts (A.A.), Accounting and Finance