Jesup & Lamont

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Jesup & Lamont Employees

Employee
Years
Job
Industry
Marc Deutsch Marc Deutsch New York, New York Details
Marc Deutsch's Jesup & Lamont Experience February 2007 - May 2009
Job Jh Darbie & Co
Industry Financial Services
Experience
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

Nelson Scharadin Nelson Scharadin United States Details
Nelson Scharadin's Jesup & Lamont Experience 2007 - 2008
Job Cofounder & CEO at Mitogen, Inc.
Industry Medical Devices
Experience
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

Keri Tippett Lavergne Keri Tippett Lavergne San Francisco Bay Area Details
Keri Tippett Lavergne's Jesup & Lamont Experience April 2008 - September 2008
Job Vice President at Four Springs Capital LLC
Industry Financial Services
Experience
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

Steve Lowry Steve Lowry Greater New York City Area Details
Steve Lowry's Jesup & Lamont Experience 2006 - 2008
Job Investment Banking Associate Healthcare M&A at Jefferies
Industry Investment Banking
Experience
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

Jeff Curtiss Jeff Curtiss Orlando, Florida Area Details
Jeff Curtiss's Jesup & Lamont Experience December 2005 - July 2010
Job at ServTronics, Inc
Industry Information Technology and Services
Experience
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

Michael Trischetta Michael Trischetta New York, New York Details
Michael Trischetta's Jesup & Lamont Experience 2009 - 2010
Job Equity Trading & Finance
Industry Financial Services
Experience
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

John O'Sullivan John O'Sullivan Greater New York City Area Details
John O'Sullivan's Jesup & Lamont Experience January 2010 - March 2010
Job Associate Project Finance Group at Mitsubishi UFJ Financial Group, Inc.
Industry Financial Services
Experience
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

Sam Roukas Sam Roukas New York, New York Details
Sam Roukas's Jesup & Lamont Experience December 2009 - May 2010
Job Media Supervisor at Neo@Ogilvy
Industry Marketing and Advertising
Experience
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

Paul Dorsey Paul Dorsey Greater Philadelphia Area Details
Paul Dorsey's Jesup & Lamont Experience 2007 - 2008
Job Chief Investment Officer at Barley Mill Asset Management
Industry Financial Services
Experience
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

Daniel Holden Daniel Holden Charleston, South Carolina Area Details
Daniel Holden's Jesup & Lamont Experience 2009 - 2010
Job Partner Investment Banking at The Inman Company
Industry Investment Banking
Experience
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

Daniel Scavone Daniel Scavone Greater New York City Area Details
Daniel Scavone's Jesup & Lamont Experience November 2008 - June 2010
Job Associate at Xaxis
Industry Marketing and Advertising
Experience
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

Jasper Gallo Jasper Gallo Greater Chicago Area Details
Jasper Gallo's Jesup & Lamont Experience May 2009 - April 2010
Job InterOcean Advisors, LLC
Industry Investment Banking
Experience
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

Hank Foley Hank Foley Richmond, Virginia Area Details
Hank Foley's Jesup & Lamont Experience August 1996 - September 2001
Job Mortgage Loan Specialist/Technical Writer
Industry Financial Services
Experience
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

Christopher Gamez Christopher Gamez Brooklyn, New York Details
Christopher Gamez's Jesup & Lamont Experience February 2010 - July 2010
Job Merchandise Flow / Stock Associate at Aeropostale
Industry Graphic Design
Experience
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

Richard Testa CFP® Richard Testa CFP® Wayland, Massachusetts Details
Richard Testa CFP®'s Jesup & Lamont Experience January 2005 - February 2010
Job Financial Advisor at Testa Associates, LLC
Industry Financial Services
Experience
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

Alex Iorga, CFE Alex Iorga, CFE Greater New York City Area Details
Alex Iorga, CFE's Jesup & Lamont Experience March 2010 - July 2010
Job Assurance Associate at PwC
Industry Accounting
Experience
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

David Souter, MBA, CFA David Souter, MBA, CFA Carlsbad, California Details
David Souter, MBA, CFA's Jesup & Lamont Experience 2008 - 2010
Job Professional Poker Player
Industry Gambling & Casinos
Experience
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

David Rozinov David Rozinov Greater New York City Area Details
David Rozinov's Jesup & Lamont Experience January 1997 - January 2006
Job Private Equity Real Estate Capital Raising
Industry Investment Banking
Experience
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

Brian Yerger Brian Yerger Newark, Delaware Details
Brian Yerger's Jesup & Lamont Experience May 2007 - February 2009
Job Senior Partner Analyst/Business Advisor at Phalanx Ventures
Industry Financial Services
Experience
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

Alexa Rosario Alexa Rosario Miami/Fort Lauderdale Area Details
Alexa Rosario's Jesup & Lamont Experience June 2009 - November 2011
Job Real Estate Consultant Serving Broward County
Industry Real Estate
Experience
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

Thomas Herrmann Thomas Herrmann Greater New York City Area Details
Thomas Herrmann's Jesup & Lamont Experience January 2007 - June 2008
Job CoFounder & COO of Ocean Bay Management, Inc.
Industry Real Estate
Experience
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

Kyley Dolan Kyley Dolan Austin, Texas Details
Kyley Dolan's Jesup & Lamont Experience May 2009 - September 2009
Job Associate Recruiter Psychiatry and Neurology at Barton Associates Inc.
Industry Staffing and Recruiting
Experience
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

Kathleen Curd-Schaefer Kathleen Curd-Schaefer Sarasota, Florida Area Details
Kathleen Curd-Schaefer's Jesup & Lamont Experience August 1989 - March 1994
Job Real Estate Sales Professional at Key Soulutions Real Estate Group
Industry Real Estate
Experience
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

Jeff Menapace, CFA Jeff Menapace, CFA Greater New York City Area Details
Jeff Menapace, CFA's Jesup & Lamont Experience 2008 - 2010
Job Corporate Desk Analyst at R.W. Pressprich
Industry Financial Services
Experience
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

David Glasser David Glasser San Francisco Bay Area Details
David Glasser's Jesup & Lamont Experience October 2008 - April 2009
Job Director Of Administrative Services at City of Union City
Industry Government Administration
Experience
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

Anthony Lauriello Anthony Lauriello Brooklyn, New York Details
Anthony Lauriello's Jesup & Lamont Experience June 2008 - August 2008
Job FSO Asset Management Staff at EY
Industry Accounting
Experience
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

Jack Seaman Jack Seaman Boca Raton, Florida Details
Jack Seaman's Jesup & Lamont Experience 2005 - 2008
Job Realtor at Keller Williams Real Estate
Industry Real Estate
Experience
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

Francesco Angelo Pollari Francesco Angelo Pollari Greater New York City Area Details
Francesco Angelo Pollari's Jesup & Lamont Experience February 2009 - September 2010
Job Owner at KryoLife Staten Island
Industry Health, Wellness and Fitness
Experience
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

VISHAL BIRSINGH VISHAL BIRSINGH Greater New York City Area Details
VISHAL BIRSINGH's Jesup & Lamont Experience November 2007 - August 2008
Job WWI
Industry Financial Services
Experience
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

Rob Africk Rob Africk Greater New York City Area Details
Rob Africk's Jesup & Lamont Experience 2002 - 2005
Job Managing Director at TrueNorth Capital Partners LLC
Industry Investment Banking
Experience
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

Joseph Milanese Joseph Milanese Greater New York City Area Details
Joseph Milanese's Jesup & Lamont Experience June 2004 - August 2005
Job Paralegal Supervisor at Leopold and Associates PLLC
Industry Law Practice
Experience
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

Meagan Jennings Berg Meagan Jennings Berg Greater Boston Area Details
Meagan Jennings Berg's Jesup & Lamont Experience May 2005 - August 2005
Job Investor Relations & Capital Raising at Fireman Capital Partners
Industry Venture Capital & Private Equity
Experience
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

Meaghan Manning Meaghan Manning West Palm Beach, Florida Area Details
Meaghan Manning's Jesup & Lamont Experience March 2009 - June 2010
Job Financial Professional
Industry Financial Services
Experience
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

Tammy Kotaska Tammy Kotaska Miami/Fort Lauderdale Area Details
Tammy Kotaska's Jesup & Lamont Experience 2009 - 2010
Job Highly experienced Financial Professional with 24 years of demonstrated expertise providing trusted advice.
Industry Higher Education
Experience
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

Manu Warrier Manu Warrier Greater New York City Area Details
Manu Warrier's Jesup & Lamont Experience November 2009 - July 2010
Job SEF Compliance Manager at GFI Group
Industry Investment Banking
Experience
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

Brian Metz Brian Metz Greater New York City Area Details
Brian Metz's Jesup & Lamont Experience January 2010 - May 2010
Job Retirement Specialist at Prudential Financial
Industry Financial Services
Experience
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

Irene Fan Irene Fan San Francisco Bay Area Details
Irene Fan's Jesup & Lamont Experience 2008 - 2010
Job Institutional Fixed Income Sales at Falcon Square Capital
Industry Financial Services
Experience
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

Eric Hackel Eric Hackel New York, New York Details
Eric Hackel's Jesup & Lamont Experience 1995 - 2002
Job Deutsche Bank
Industry Financial Services
Experience
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

Alan Loewenstein Alan Loewenstein Greater New York City Area Details
Alan Loewenstein's Jesup & Lamont Experience 2009 - Present
Job Investment Banker
Industry Financial Services
Experience
Jesup & Lamont   2009 - Present
American Fund Advisors   January 1983 - November 2009

Education
Rutgers University-New Brunswick   1974 — 1978

William Dawson William Dawson Louisville, Kentucky Details
William Dawson's Jesup & Lamont Experience May 2009 - November 2009
Job COO at Renew Recovery, LLC
Industry Biotechnology
Experience
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

Michael Charvala Michael Charvala Greater New York City Area Details
Michael Charvala's Jesup & Lamont Experience 1994 - 1997
Job Associate Director, IT at Verizon Wireless
Industry Telecommunications
Experience
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

Frank Paul Frank Paul Greater Chicago Area Details
Frank Paul's Jesup & Lamont Experience February 2010 - August 2010
Job Managing Director at Academy Securities
Industry Investment Banking
Experience
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

John Lazzeri John Lazzeri Greater New York City Area Details
John Lazzeri's Jesup & Lamont Experience 2009 - June 2010
Job Commodities Broker at Macquarie Bank
Industry Financial Services
Experience
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

Jackie Williams, CFA Jackie Williams, CFA Boston, Massachusetts Details
Jackie Williams, CFA's Jesup & Lamont Experience 1999 - 2005
Job Vice President, Equity Research Analyst at GW&K Investment Management
Industry Financial Services
Experience
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

Vlad Uchenik Vlad Uchenik Greater New York City Area Details
Vlad Uchenik's Jesup & Lamont Experience October 2008 - December 2009
Job CEO/CCO at Sageworks Capital, Inc.
Industry Financial Services
Experience
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

John Silberman John Silberman San Francisco Bay Area Details
John Silberman's Jesup & Lamont Experience March 2006 - July 2010
Job Senior Financial Consultant
Industry Financial Services
Experience
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

Barbara Wyckoff Barbara Wyckoff Greater New York City Area Details
Barbara Wyckoff's Jesup & Lamont Experience September 2009 - June 2010
Job Managing Director at CLSA Americas LLC
Industry Financial Services
Experience
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

Robert K. (Ken) Hedrick Robert K. (Ken) Hedrick Palm Springs, California Details
Robert K. (Ken) Hedrick's Jesup & Lamont Experience 2008 - 2009
Job Public Finance / Investment Banker
Industry Financial Services
Experience
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

Steve O'Loughlin Steve O'Loughlin New York, New York Details
Steve O'Loughlin's Jesup & Lamont Experience February 2008 - August 2009
Job Vice President of Corporate Finance and Development at Protea Biosciences
Industry Biotechnology
Experience
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

Andy Bello Andy Bello Greater New York City Area Details
Andy Bello's Jesup & Lamont Experience May 2007 - October 2008
Job Managing Director at Global Arena Capital Corp.
Industry Financial Services
Experience
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

Helane Becker Helane Becker Greater New York City Area Details
Helane Becker's Jesup & Lamont Experience November 2008 - June 2010
Job Managing Director, Cowen
Industry Financial Services
Experience
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

John Ognar, CFA John Ognar, CFA Greater Chicago Area Details
John Ognar, CFA's Jesup & Lamont Experience February 2009 - June 2009
Job Senior Relationship Manager at Wells Fargo Asset Management
Industry Financial Services
Experience
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

glenn blitzer glenn blitzer Greater New York City Area Details
glenn blitzer's Jesup & Lamont Experience April 2008 - June 2010
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

Todd Viserto Todd Viserto Greater New York City Area Details
Todd Viserto's Jesup & Lamont Experience June 2008 - November 2009
Job Residential & Commercial Contracting
Industry Construction
Experience
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

Tim Winter Tim Winter Greater St. Louis Area Details
Tim Winter's Jesup & Lamont Experience June 2008 - April 2009
Job Gabelli & Company, Inc. Equity Analyst
Industry Investment Management
Experience
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

Roger Morel Roger Morel Greater New York City Area Details
Roger Morel's Jesup & Lamont Experience August 2008 - June 2010
Job Director at Guggenheim Securities, LLC
Industry Capital Markets
Experience
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

Dennis McLaughlin Dennis McLaughlin Greater New York City Area Details
Dennis McLaughlin's Jesup & Lamont Experience May 2006 - August 2006
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Matthew Maounis Matthew Maounis Greater New York City Area Details
Matthew Maounis's Jesup & Lamont Experience 2000 - 2010
Job Convertible Securities
Industry Financial Services
Experience
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

Michael J. Kapp, Jr. Michael J. Kapp, Jr. Greater New York City Area Details
Michael J. Kapp, Jr.'s Jesup & Lamont Experience November 2008 - July 2010
Job Senior Vice President at Wunderlich Securities, Inc.
Industry Financial Services
Experience
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

Russell Adler Russell Adler Fort Lauderdale, Florida Details
Russell Adler's Jesup & Lamont Experience October 2009 - February 2010
Job BioCarbon Technologies
Industry Renewables & Environment
Experience
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

Charles Moni Charles Moni Greater New York City Area Details
Charles Moni's Jesup & Lamont Experience March 2001 - December 2008
Job Principal at Rowland Associates
Industry Financial Services
Experience
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

Alan Loewenstein Alan Loewenstein Greater New York City Area Details
Alan Loewenstein's Jesup & Lamont Experience December 2009 - June 2010
Job Managing Partner at Wedgewood Investment Group, llc
Industry Financial Services
Experience
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

Mary Lauriello Mary Lauriello Greater New York City Area Details
Mary Lauriello's Jesup & Lamont Experience July 2008 - June 2010
Job Law office of Avanzino & Moreno , P.C.
Industry Legal Services
Experience
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

Christina Lloyd-Williams Christina Lloyd-Williams Greater Detroit Area Details
Christina Lloyd-Williams's Jesup & Lamont Experience March 2006 - July 2006
Job Business Process Lead
Industry Automotive
Experience
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

Darren Croce Darren Croce Jupiter, Florida Details
Darren Croce's Jesup & Lamont Experience August 2006 - February 2008
Job Branch Manager, Sales Trader at Elevation LLC
Industry Financial Services
Experience
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

Anthony Giardina Anthony Giardina Greater New York City Area Details
Anthony Giardina's Jesup & Lamont Experience January 2005 - December 2006
Job Controller at King Street Capital Management
Industry Financial Services
Experience
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

Brian Postol Brian Postol Greater St. Louis Area Details
Brian Postol's Jesup & Lamont Experience January 2008 - December 2008
Job Sector Equity Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Mackenzie Welch Mackenzie Welch Stamford, Connecticut Details
Mackenzie Welch's Jesup & Lamont Experience June 2006 - September 2006
Job Senior Associate at Herbert J. Sims & Co.
Industry Banking
Experience
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

Mina Youn Mina Youn Greater New York City Area Details
Mina Youn's Jesup & Lamont Experience May 2008 - August 2008
Job VP of Operations at Tactile Brain LLC
Industry Education Management
Experience
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

Kim Landolfi Kim Landolfi West Palm Beach, Florida Area Details
Kim Landolfi's Jesup & Lamont Experience 2009 - 2010
Job President at Lindros Financial
Industry Financial Services
Experience
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