JonesTrading Company
Industry: Capital market company
DescriptionFounded: 1975 Subsidiaries: Jonestrading Canada Inc., FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportJones TradingWebsiteDirections Saved (0) Saved Save Stock broker in Portsmouth, New Hampshire Address: 56 Islington St, Portsmouth, NH 03801 Phone: (603) 334-6084Website: Place name: : : Hours: : Category: : : : Website: http://jonestrading.com/ Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Jones Trading Posting publicly on the Web Write a review Reviews Be the first to review
JonesTrading List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JonesTrading. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JonesTrading Employees
Employee
Years
Job
Industry
Don Bright Don Bright's JonesTrading Experience May 2004 - January 2015
Job IT Helpdesk at Chatsworth Products
Industry Information Technology and Services
Experience
Chatsworth Products February 2015 - Present
JonesTrading May 2004 - January 2015
JonesTrading May 2004 - January 2015
Colonial Western Insurance June 1998 - March 2002
Skills
Equities, Excel, Financial Markets, Customer Relations, C++, Windows, Business Analysis, Trading Systems, Problem Solving, Electronic Trading, Customer Service, .NET, Microsoft Office, Order Management, Options, Analysis, Troubleshooting, Bloomberg, Market Data, Equity Trading, Exchange Connectivity, SDLC, Linux, Fidessa, Sybase, Microsoft SQL Server, Java, Low Latency, Unix Shell Scripting
Education
Oxford Institute of Technology 2006 — 2007
Certificate of Completion, MCSE
Moorpark College 2000 — 2005
Computer Engineering
Faith Baptist 1972 — 1985
High School, General Ed
Chatsworth Products February 2015 - Present
JonesTrading May 2004 - January 2015
JonesTrading May 2004 - January 2015
Colonial Western Insurance June 1998 - March 2002
Skills
Equities, Excel, Financial Markets, Customer Relations, C++, Windows, Business Analysis, Trading Systems, Problem Solving, Electronic Trading, Customer Service, .NET, Microsoft Office, Order Management, Options, Analysis, Troubleshooting, Bloomberg, Market Data, Equity Trading, Exchange Connectivity, SDLC, Linux, Fidessa, Sybase, Microsoft SQL Server, Java, Low Latency, Unix Shell Scripting
Education
Oxford Institute of Technology 2006 — 2007
Certificate of Completion, MCSE
Moorpark College 2000 — 2005
Computer Engineering
Faith Baptist 1972 — 1985
High School, General Ed
Liam Leonard's JonesTrading Experience December 2006 - February 2007
Job Leaders to Executives at TMobile
Industry Telecommunications
Experience
T-Mobile July 2014 - Present
PepsiCo June 2013 - July 2014
Nestlé USA July 2012 - June 2013
Nestle February 2011 - June 2012
Nestle June 2009 - February 2011
Bores y Cia Abogado SRC May 2008 - July 2008
Merrill Lynch June 2007 - August 2007
JonesTrading December 2006 - February 2007
Skills
Negotiation, Spanish, Promotions, Contract Negotiation, Procurement, Strategic Sourcing, Project Management, Chinese, Business Strategy, Marketing Strategy, Budgets, Management, Leadership, Strategy, Supply Chain, Supply Chain Management, Strategic Partnerships, Advertising, Analysis, Sourcing, Social Media, Competitive Analysis, Brand Management, Consumer Insight, Product Development, Market Research, Marketing Management, Customer Insight, Consumer Products, Cross-functional Team..., Market Analysis, Forecasting, FMCG, Retail, Marketing Research, Sales, Marketing
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Marketing, International Management
Yale University 2005 — 2009
BA, Economics
Peking University 2007 — 2007
Oaks Christian High School 2001 — 2005
T-Mobile July 2014 - Present
PepsiCo June 2013 - July 2014
Nestlé USA July 2012 - June 2013
Nestle February 2011 - June 2012
Nestle June 2009 - February 2011
Bores y Cia Abogado SRC May 2008 - July 2008
Merrill Lynch June 2007 - August 2007
JonesTrading December 2006 - February 2007
Skills
Negotiation, Spanish, Promotions, Contract Negotiation, Procurement, Strategic Sourcing, Project Management, Chinese, Business Strategy, Marketing Strategy, Budgets, Management, Leadership, Strategy, Supply Chain, Supply Chain Management, Strategic Partnerships, Advertising, Analysis, Sourcing, Social Media, Competitive Analysis, Brand Management, Consumer Insight, Product Development, Market Research, Marketing Management, Customer Insight, Consumer Products, Cross-functional Team..., Market Analysis, Forecasting, FMCG, Retail, Marketing Research, Sales, Marketing
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Marketing, International Management
Yale University 2005 — 2009
BA, Economics
Peking University 2007 — 2007
Oaks Christian High School 2001 — 2005
Ronald Schultz Ronald Schultz's JonesTrading Experience March 2006 - May 2009
Job Financial Systems IT Supervisor / Analyst at UCLA Health Systems
Industry Information Technology and Services
Experience
UCLA Health June 2009 - Present
Jonestrading March 2006 - May 2009
ITG February 2000 - June 2006
Education
California Lutheran University 2010 — 2014
Masters, Information Technology
Embry-Riddle Aeronautical University 1989 — 1992
BSAE, Aerospace Engineering
UCLA Health June 2009 - Present
Jonestrading March 2006 - May 2009
ITG February 2000 - June 2006
Education
California Lutheran University 2010 — 2014
Masters, Information Technology
Embry-Riddle Aeronautical University 1989 — 1992
BSAE, Aerospace Engineering
Rajat Duggal Rajat Duggal's JonesTrading Experience 2007 - 2010
Job Managing Director, Friedman Fleischer & Lowe
Industry Venture Capital & Private Equity
Experience
Friedman Fleischer & Lowe 2000 - Present
Healthcare Private Equity Association 2013 - Present
Transtar Industries 2010 - Present
Church's Chicken 2009 - Present
GeoVera Holdings, Inc. 2007 - 2012
JonesTrading 2007 - 2010
Guardian Home Care Holdings 2005 - 2010
Discovery Foods 2006 - 2009
Benevis 2004 - 2009
Bain Capital 1998 - 2000
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Growth Capital, LBO, Financial Modeling, Valuation, Due Diligence
Education
Yale Law School 1993 — 1996
Doctor of Law (J.D.)
Indiana University Bloomington 1987 — 1991
Bachelor of Science (B.S.), Accounting
Friedman Fleischer & Lowe 2000 - Present
Healthcare Private Equity Association 2013 - Present
Transtar Industries 2010 - Present
Church's Chicken 2009 - Present
GeoVera Holdings, Inc. 2007 - 2012
JonesTrading 2007 - 2010
Guardian Home Care Holdings 2005 - 2010
Discovery Foods 2006 - 2009
Benevis 2004 - 2009
Bain Capital 1998 - 2000
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Growth Capital, LBO, Financial Modeling, Valuation, Due Diligence
Education
Yale Law School 1993 — 1996
Doctor of Law (J.D.)
Indiana University Bloomington 1987 — 1991
Bachelor of Science (B.S.), Accounting
Jeffrey Micsky Jeffrey Micsky's JonesTrading Experience November 2011 - Present
Job Head of Global Derivatives at JonesTrading
Industry Financial Services
Experience
JonesTrading November 2011 - Present
Credit Suisse September 2009 - October 2011
Pequot Capital April 2005 - June 2009
Morgan Stanley July 2004 - April 2005
Skills
Equity Derivatives, Options Strategies, Risk Management
Education
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), Economics, Cum Laude
JonesTrading November 2011 - Present
Credit Suisse September 2009 - October 2011
Pequot Capital April 2005 - June 2009
Morgan Stanley July 2004 - April 2005
Skills
Equity Derivatives, Options Strategies, Risk Management
Education
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), Economics, Cum Laude
mike hornbuckle mike hornbuckle's JonesTrading Experience May 2010 - Present
Job Institutional equity sales trader at JonesTrading
Industry Financial Services
Experience
JonesTrading May 2010 - Present
Skills
Equity Trading, Series 7, Series 63, Equities, Electronic Trading, Bloomberg, Trading, Hedge Funds, Account Management, New Business Development, Securities, Series 24, Asset Management, Trading Systems, Alternative Investments
Education
Pepperdine University 2006 — 2009
JonesTrading May 2010 - Present
Skills
Equity Trading, Series 7, Series 63, Equities, Electronic Trading, Bloomberg, Trading, Hedge Funds, Account Management, New Business Development, Securities, Series 24, Asset Management, Trading Systems, Alternative Investments
Education
Pepperdine University 2006 — 2009
Andrew Drew Goss Andrew Drew Goss's JonesTrading Experience 2010 - 2011
Job Financial Services Professional at Success Financial Group LLC
Industry Financial Services
Experience
Success Financial Group LLC July 2015 - Present
Kawasaki Disease Foundation March 2014 - Present
Kawasaki Disease Fund 2004 - Present
National Organization of Investment Professionals (NOIP) 2007 - June 2013
Central Florida Home Health, LLC 2011 - 2012
JonesTrading 2010 - 2011
JonesTrading Institutional Services, LLC 2004 - 2011
National Security Traders Association 2007 - 2009
Jefferies & Company 1994 - 2004
Noroton Fire Department 1987 - 1994
Skills
Institutional Sales..., Owner/Operator Medicare..., Past EMT, Past Volunteer..., Strategic Planning, Sales, Marketing and..., Acquisitions, Margin Improvement, Organic Business Growth, Employee Synergy and..., Cost Containment, Market Evaluation,..., Entrepreneur, Highly Skilled Public..., Series 7, Series 63, Life & Health Insurance..., Licensed to Sell..., Variable Annuities, Equities, Entrepreneurship, Securities, Business Development, Trading, Investments, Alternative Investments, Mutual Funds, Equity Trading, Options, Cost Accounting, Series 24, Trading Systems, Electronic Trading, FINRA, Hedge Funds, Organic Growth, Financial Markets, ETFs, Equity Research, Trading Strategies, Asset Allocation, Asset Management, Capital Markets, Market Structure, Bloomberg, Portfolio Management, Market Making, Fixed Income, Bonds, Traders
Education
University of Colorado at Boulder 1988 — 1991
New England College 1987 — 1988
Success Financial Group LLC July 2015 - Present
Kawasaki Disease Foundation March 2014 - Present
Kawasaki Disease Fund 2004 - Present
National Organization of Investment Professionals (NOIP) 2007 - June 2013
Central Florida Home Health, LLC 2011 - 2012
JonesTrading 2010 - 2011
JonesTrading Institutional Services, LLC 2004 - 2011
National Security Traders Association 2007 - 2009
Jefferies & Company 1994 - 2004
Noroton Fire Department 1987 - 1994
Skills
Institutional Sales..., Owner/Operator Medicare..., Past EMT, Past Volunteer..., Strategic Planning, Sales, Marketing and..., Acquisitions, Margin Improvement, Organic Business Growth, Employee Synergy and..., Cost Containment, Market Evaluation,..., Entrepreneur, Highly Skilled Public..., Series 7, Series 63, Life & Health Insurance..., Licensed to Sell..., Variable Annuities, Equities, Entrepreneurship, Securities, Business Development, Trading, Investments, Alternative Investments, Mutual Funds, Equity Trading, Options, Cost Accounting, Series 24, Trading Systems, Electronic Trading, FINRA, Hedge Funds, Organic Growth, Financial Markets, ETFs, Equity Research, Trading Strategies, Asset Allocation, Asset Management, Capital Markets, Market Structure, Bloomberg, Portfolio Management, Market Making, Fixed Income, Bonds, Traders
Education
University of Colorado at Boulder 1988 — 1991
New England College 1987 — 1988
Colby Masterson Colby Masterson's JonesTrading Experience 2007 - April 2011
Job Owner/Partner at Frey, Masterson Investment Advisors
Industry Financial Services
Experience
Frey, Masterson Investment Advisors August 2013 - Present
Give Hope Foundation January 2009 - Present
Police Athletic League of St. Petersburg July 2011 - Present
Northern Trust April 2011 - July 2013
JonesTrading 2007 - April 2011
Gay & Gordon, Attorneys at Law May 2006 - December 2007
Skills
Series 7, 63 Licenses, Excel, Estate Planning, Financial Planning, Customer Relations, Securities, Investments, Asset Management, Equities, Trusts, Customer Service, Asset Managment, Strategic Financial..., Microsoft Excel, Finance, Asset Allocation, Wealth Management..., Mutual Funds, Bloomberg, Alternative Investments, Wealth Management, Investment Management, Hedge Funds
Education
Florida State University College of Law 2003 — 2006
Juris Doctor
Florida State University 2000 — 2003
Bachelor of Science, Sociology, Magna Cum Laude
Frey, Masterson Investment Advisors August 2013 - Present
Give Hope Foundation January 2009 - Present
Police Athletic League of St. Petersburg July 2011 - Present
Northern Trust April 2011 - July 2013
JonesTrading 2007 - April 2011
Gay & Gordon, Attorneys at Law May 2006 - December 2007
Skills
Series 7, 63 Licenses, Excel, Estate Planning, Financial Planning, Customer Relations, Securities, Investments, Asset Management, Equities, Trusts, Customer Service, Asset Managment, Strategic Financial..., Microsoft Excel, Finance, Asset Allocation, Wealth Management..., Mutual Funds, Bloomberg, Alternative Investments, Wealth Management, Investment Management, Hedge Funds
Education
Florida State University College of Law 2003 — 2006
Juris Doctor
Florida State University 2000 — 2003
Bachelor of Science, Sociology, Magna Cum Laude
Kyle Masterson's JonesTrading Experience June 2008 - June 2009
Job Annuity and Life Insurance Products
Industry Financial Services
Experience
Element Financial Marketing March 2013 - Present
Bankers Annuity Brokerage March 2011 - April 2013
MasMark July 2009 - October 2011
JonesTrading June 2008 - June 2009
Boys and Girls Club October 2007 - April 2008
Lake Tahoe Unified School District October 2007 - April 2008
Skills
Public Speaking, Leadership, Marketing, Management, Sales, Real Estate, Outlook, Program Management, Market Research, Networking, Series 63, Strategic Planning, Event Planning, Series 7, Customer Service, Social Media, Finance, Marketing Strategy, Account Management, Social Networking, Fundraising, Training, Insurance
Education
Florida State University 2003 — 2007
Bachelor of Science, Rehabilitation Counseling; Family and Child Sciences
Boca Ciega 1999 — 2003
Element Financial Marketing March 2013 - Present
Bankers Annuity Brokerage March 2011 - April 2013
MasMark July 2009 - October 2011
JonesTrading June 2008 - June 2009
Boys and Girls Club October 2007 - April 2008
Lake Tahoe Unified School District October 2007 - April 2008
Skills
Public Speaking, Leadership, Marketing, Management, Sales, Real Estate, Outlook, Program Management, Market Research, Networking, Series 63, Strategic Planning, Event Planning, Series 7, Customer Service, Social Media, Finance, Marketing Strategy, Account Management, Social Networking, Fundraising, Training, Insurance
Education
Florida State University 2003 — 2007
Bachelor of Science, Rehabilitation Counseling; Family and Child Sciences
Boca Ciega 1999 — 2003
David Mofford's JonesTrading Experience September 2010 - June 2011
Job UBS Equity Derivatives
Industry Financial Services
Experience
UBS Investment Bank February 2015 - Present
UBS Investment Bank April 2013 - February 2015
Kerburn Rose September 2012 - November 2012
Atkins Investment Group August 2011 - May 2012
JonesTrading September 2010 - June 2011
Lloyds Banking Group June 2010 - August 2010
Lloyds TSB Corporate Markets June 2008 - August 2008
Saatchi and Saatchi May 2008 - May 2008
NexGen Financial June 2007 - August 2007
Skills
Bloomberg Terminal, Excel, PowerPoint, Microsoft Word, Bloomberg, Valuation, Financial Modeling, Investments, Financial Analysis, Microsoft Office, Derivatives, Financial Statement..., Management, Equities, Equity Research, Hedge Funds
Education
University of New Hampshire 2008 — 2012
Bachelor of Science, Finance
UBS Investment Bank February 2015 - Present
UBS Investment Bank April 2013 - February 2015
Kerburn Rose September 2012 - November 2012
Atkins Investment Group August 2011 - May 2012
JonesTrading September 2010 - June 2011
Lloyds Banking Group June 2010 - August 2010
Lloyds TSB Corporate Markets June 2008 - August 2008
Saatchi and Saatchi May 2008 - May 2008
NexGen Financial June 2007 - August 2007
Skills
Bloomberg Terminal, Excel, PowerPoint, Microsoft Word, Bloomberg, Valuation, Financial Modeling, Investments, Financial Analysis, Microsoft Office, Derivatives, Financial Statement..., Management, Equities, Equity Research, Hedge Funds
Education
University of New Hampshire 2008 — 2012
Bachelor of Science, Finance
Kristin Wilde Kristin Wilde's JonesTrading Experience May 2006 - Present
Job Director of Finance at JonesTrading
Industry Financial Services
Experience
JonesTrading May 2006 - Present
Skills
Microsoft Excel, Microsoft Office, Accounting, Series 7, Series 24
Education
California Lutheran University 2009 — 2011
MBA, Management and Organizational Behavior
California Lutheran University 2006 — 2009
B.S., Business Administration, Finance
JonesTrading May 2006 - Present
Skills
Microsoft Excel, Microsoft Office, Accounting, Series 7, Series 24
Education
California Lutheran University 2009 — 2011
MBA, Management and Organizational Behavior
California Lutheran University 2006 — 2009
B.S., Business Administration, Finance
Bryan Morley's JonesTrading Experience 2006 - Present
Job Sales Trader at JonesTrading Institutional Services
Industry Financial Services
Experience
JonesTrading Institutional Services July 2006 - Present
JonesTrading 2006 - Present
Greenlight Trading August 2005 - July 2006
Education
University of Colorado Denver 2002 — 2005
Master's, Architecture
University of Colorado Boulder 1999 — 2002
Bachelor, Engineering
Wake Forest University 1997 — 1999
Physics and Biochemistry
JonesTrading Institutional Services July 2006 - Present
JonesTrading 2006 - Present
Greenlight Trading August 2005 - July 2006
Education
University of Colorado Denver 2002 — 2005
Master's, Architecture
University of Colorado Boulder 1999 — 2002
Bachelor, Engineering
Wake Forest University 1997 — 1999
Physics and Biochemistry
Jeff Smoke's JonesTrading Experience October 2008 - September 2013
Job Director, Development at Great Lakes Capital
Industry Financial Services
Experience
Great Lakes Capital September 2013 - Present
JonesTrading October 2008 - September 2013
USA Olympic Team 2002 - 2008
Equitec Proprietary Markets September 2000 - January 2002
Skills
Series 7, Hedge Funds, Series 63, Equities, Equity Trading, Bloomberg, Electronic Trading, Financial Markets, Trading, Investments, Securities, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Derivatives, Sell Side, Trading Systems, Real Estate Financing, Distressed Debt, Capital Markets, Private Equity, Commercial Real Estate, Real Estate Development
Education
University of Notre Dame 1997 — 2000
BBA, Finance
Great Lakes Capital September 2013 - Present
JonesTrading October 2008 - September 2013
USA Olympic Team 2002 - 2008
Equitec Proprietary Markets September 2000 - January 2002
Skills
Series 7, Hedge Funds, Series 63, Equities, Equity Trading, Bloomberg, Electronic Trading, Financial Markets, Trading, Investments, Securities, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Derivatives, Sell Side, Trading Systems, Real Estate Financing, Distressed Debt, Capital Markets, Private Equity, Commercial Real Estate, Real Estate Development
Education
University of Notre Dame 1997 — 2000
BBA, Finance
Theresa Banks Theresa Banks's JonesTrading Experience November 2006 - December 2010
Job Human Resources Consultant
Industry Human Resources
Experience
Lil' Lamb Daycare January 2014 - Present
JonesTrading Institutional Services LLC November 2006 - November 2013
JonesTrading November 2006 - December 2010
Harman Becker Automotive Systems 1997 - 2007
Harman Becker Automotive Systems August 1996 - February 2006
Harman Becker July 1996 - August 1997
Skills
Employee Benefits, Recruiting, Leadership, FMLA, Benefits Negotiation, Onboarding, Team Building, Human Resources, Performance Management, ADP Payroll, Management, HR Policies, Program Management, Employee Relations, HRIS, Deferred Compensation, Benefits Administration, Payroll, Customer Service, PeopleSoft, Health Insurance, Applicant Tracking..., 401k, COBRA, Employee Engagement, Sales, Talent Acquisition, Technical Recruiting, Personnel Management, Talent Management, Hiring, Succession Planning, Workers Compensation, Vendor Management, Organizational..., Staffing Services, Sourcing, New Hire Orientations, EEO, Open Enrollment, Workforce Planning, Temporary Staffing, Labor Relations, FLSA, Training, Screening, Process Improvement, Temporary Placement, Interviews, Policy
Education
University of Pheonix 2001 — 2005
BS, Human Resources
Lil' Lamb Daycare January 2014 - Present
JonesTrading Institutional Services LLC November 2006 - November 2013
JonesTrading November 2006 - December 2010
Harman Becker Automotive Systems 1997 - 2007
Harman Becker Automotive Systems August 1996 - February 2006
Harman Becker July 1996 - August 1997
Skills
Employee Benefits, Recruiting, Leadership, FMLA, Benefits Negotiation, Onboarding, Team Building, Human Resources, Performance Management, ADP Payroll, Management, HR Policies, Program Management, Employee Relations, HRIS, Deferred Compensation, Benefits Administration, Payroll, Customer Service, PeopleSoft, Health Insurance, Applicant Tracking..., 401k, COBRA, Employee Engagement, Sales, Talent Acquisition, Technical Recruiting, Personnel Management, Talent Management, Hiring, Succession Planning, Workers Compensation, Vendor Management, Organizational..., Staffing Services, Sourcing, New Hire Orientations, EEO, Open Enrollment, Workforce Planning, Temporary Staffing, Labor Relations, FLSA, Training, Screening, Process Improvement, Temporary Placement, Interviews, Policy
Education
University of Pheonix 2001 — 2005
BS, Human Resources
Joshua Sallen Joshua Sallen's JonesTrading Experience May 2011 - July 2011
Job Associate at Pomona Capital
Industry Financial Services
Experience
Pomona Capital July 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Wells Fargo Securities June 2012 - August 2012
Sony Music Entertainment July 2011 - November 2011
JonesTrading May 2011 - July 2011
Universal Music Group May 2010 - August 2010
Eden Financial July 2008 - August 2008
Skills
Investment Banking, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Capital IQ, FactSet, Investments, Bloomberg
Education
Emory University - Goizueta Business School 2011 — 2013
Bachelors of Business Administration, Concentration in Finance
Emory University 2009 — 2013
University of Sydney
Study Abroad
Pomona Capital July 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Wells Fargo Securities June 2012 - August 2012
Sony Music Entertainment July 2011 - November 2011
JonesTrading May 2011 - July 2011
Universal Music Group May 2010 - August 2010
Eden Financial July 2008 - August 2008
Skills
Investment Banking, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Capital IQ, FactSet, Investments, Bloomberg
Education
Emory University - Goizueta Business School 2011 — 2013
Bachelors of Business Administration, Concentration in Finance
Emory University 2009 — 2013
University of Sydney
Study Abroad
Vincent Conrad's JonesTrading Experience December 2013 - May 2015
Job Managing Director at Robertson Stephens Securities
Industry Venture Capital & Private Equity
Experience
Robertson Stephens Partners May 2015 - Present
JonesTrading December 2013 - May 2015
BTIG LLC December 2009 - September 2013
Gabriel & Company LLC July 2006 - November 2009
Credit Suisse March 1998 - July 2006
ING - Furman Selz February 1997 - March 1998
Montgomery Securities - Bank of America February 1992 - July 1995
Skills
Corporate Access, Business Development, Investor Relations, Sales, Fundraising, Private Equity, Leveraged Finance, Private Companies, Corporations, Hedge Funds, Japanese Equities, Institutional Research, Business Strategy, Industry Roundtables, Corporate Services, Equities
Education
Indiana University Bloomington 1978 — 1982
BA, Economics, Minor in Business
J Everett Light 1976 — 1977
Digital Media Arts, Film & Televison
Robertson Stephens Partners May 2015 - Present
JonesTrading December 2013 - May 2015
BTIG LLC December 2009 - September 2013
Gabriel & Company LLC July 2006 - November 2009
Credit Suisse March 1998 - July 2006
ING - Furman Selz February 1997 - March 1998
Montgomery Securities - Bank of America February 1992 - July 1995
Skills
Corporate Access, Business Development, Investor Relations, Sales, Fundraising, Private Equity, Leveraged Finance, Private Companies, Corporations, Hedge Funds, Japanese Equities, Institutional Research, Business Strategy, Industry Roundtables, Corporate Services, Equities
Education
Indiana University Bloomington 1978 — 1982
BA, Economics, Minor in Business
J Everett Light 1976 — 1977
Digital Media Arts, Film & Televison
Jake Agajanian's JonesTrading Experience May 2015 - July 2015
Job Honors Finance Student at Texas Christian University
Industry Financial Services
Experience
JonesTrading May 2015 - July 2015
Camp Shi'ini 2011 - 2015
James G. Elliott Co., Inc. May 2014 - June 2014
Thomas Partners Strategies May 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Creativity, Focused Execution, Social Media, Research, Organization
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2016
Bachelor's Degree, Finance with Real Estate
JonesTrading May 2015 - July 2015
Camp Shi'ini 2011 - 2015
James G. Elliott Co., Inc. May 2014 - June 2014
Thomas Partners Strategies May 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Creativity, Focused Execution, Social Media, Research, Organization
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2016
Bachelor's Degree, Finance with Real Estate
Whitney McDonnell Barbarics's JonesTrading Experience January 2009 - May 2010
Job Senior Regional Sales Associate at Sierra Investment Management
Industry Financial Services
Experience
Sierra Investment Management, Inc. January 2013 - Present
Barclays Capital December 2011 - September 2012
Trust Company of the West May 2010 - December 2011
JonesTrading January 2009 - May 2010
The Carlyle Group/Carlyle Blue Wave Partners January 2007 - May 2008
Jefferies & Company July 2004 - January 2007
Activities, Inc/ ARAMARK Corp 2003 - 2004
SWAT 1999 - 2003
Interscope Records 2001 - 2001
Bloomingdale's 2000 - 2000
Skills
Equities, Fixed Income, Trading, Trading Operations, Mutual Funds, Credit Derivatives, Series 7, Series 63, Series 55, Series 66, High Yield
Education
University of Southern California 1999 — 2003
Corona del Mar High School
Sierra Investment Management, Inc. January 2013 - Present
Barclays Capital December 2011 - September 2012
Trust Company of the West May 2010 - December 2011
JonesTrading January 2009 - May 2010
The Carlyle Group/Carlyle Blue Wave Partners January 2007 - May 2008
Jefferies & Company July 2004 - January 2007
Activities, Inc/ ARAMARK Corp 2003 - 2004
SWAT 1999 - 2003
Interscope Records 2001 - 2001
Bloomingdale's 2000 - 2000
Skills
Equities, Fixed Income, Trading, Trading Operations, Mutual Funds, Credit Derivatives, Series 7, Series 63, Series 55, Series 66, High Yield
Education
University of Southern California 1999 — 2003
Corona del Mar High School
Dean Makino's JonesTrading Experience June 2012 - June 2012
Job Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Eaton Vance June 2014 - August 2014
Rosemark Capital Group 2014 - 2014
VEC Investments June 2013 - August 2013
Houdini API July 2012 - August 2012
JonesTrading June 2012 - June 2012
MassAlliance June 2011 - August 2011
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Graduated summa cum laude in Economics, with certificates in Finance and Computer Science
Noble and Greenough 2007 — 2011
Fidelity Investments July 2015 - Present
Eaton Vance June 2014 - August 2014
Rosemark Capital Group 2014 - 2014
VEC Investments June 2013 - August 2013
Houdini API July 2012 - August 2012
JonesTrading June 2012 - June 2012
MassAlliance June 2011 - August 2011
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Graduated summa cum laude in Economics, with certificates in Finance and Computer Science
Noble and Greenough 2007 — 2011
Travis Navarro Travis Navarro's JonesTrading Experience June 2011 - July 2011
Job Summer Finance Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Fordham University September 2012 - May 2014
AKAMAI Finance Academy August 2010 - December 2011
JonesTrading June 2011 - July 2011
Skills
Leadership, Microsoft Excel, Research, Microsoft Office, Teamwork, Economics, PowerPoint, Microsoft Word, Event Planning, Bloomberg, Public Speaking, Critical Thinking
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Business Economics, Finance, Junior
Goldman Sachs May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Fordham University September 2012 - May 2014
AKAMAI Finance Academy August 2010 - December 2011
JonesTrading June 2011 - July 2011
Skills
Leadership, Microsoft Excel, Research, Microsoft Office, Teamwork, Economics, PowerPoint, Microsoft Word, Event Planning, Bloomberg, Public Speaking, Critical Thinking
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Business Economics, Finance, Junior
Carly Michael's JonesTrading Experience October 2007 - February 2009
Job Office Management, Human Resources, and Compliance at Aquiline Capital Partners
Industry Venture Capital & Private Equity
Experience
Aquiline Capital Partners March 2015 - Present
Lightyear Capital March 2013 - February 2015
Lightyear Capital March 2011 - February 2015
Lightyear Capital March 2010 - March 2011
Ralph Lauren February 2009 - March 2010
JonesTrading October 2007 - February 2009
Skills
Outlook, Microsoft Excel, Office Management, Customer Service, Microsoft Office, Recruiting, Microsoft Word, Leadership, Management, Marketing
Education
Muhlenberg College 2003 — 2007
Bachelor's degree, Psychology
Aquiline Capital Partners March 2015 - Present
Lightyear Capital March 2013 - February 2015
Lightyear Capital March 2011 - February 2015
Lightyear Capital March 2010 - March 2011
Ralph Lauren February 2009 - March 2010
JonesTrading October 2007 - February 2009
Skills
Outlook, Microsoft Excel, Office Management, Customer Service, Microsoft Office, Recruiting, Microsoft Word, Leadership, Management, Marketing
Education
Muhlenberg College 2003 — 2007
Bachelor's degree, Psychology
Jack Sanford Jack Sanford's JonesTrading Experience May 2010 - July 2010
Job Investment Banking Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - Present
Berkeley Investment Group May 2013 - May 2015
UC Berkeley Haas School of Business August 2011 - May 2015
Morgan Stanley June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
West Coast Asset Management June 2012 - August 2012
JonesTrading May 2010 - July 2010
Skills
Equities, Tennis, Investments, Bloomberg Terminal, Trading, Public Speaking, Critical Thinking, Equity Research, Leadership, Microsoft Excel, Financial Modeling, Financial Analysis, Financial Accounting, Sales, BlackRock Aladdin, Bloomberg, Economics
Education
UC Berkeley 2011 — 2015
Oaks Christian High School 2007 — 2011
Morgan Stanley June 2015 - Present
Berkeley Investment Group May 2013 - May 2015
UC Berkeley Haas School of Business August 2011 - May 2015
Morgan Stanley June 2014 - August 2014
Guggenheim Partners June 2013 - August 2013
West Coast Asset Management June 2012 - August 2012
JonesTrading May 2010 - July 2010
Skills
Equities, Tennis, Investments, Bloomberg Terminal, Trading, Public Speaking, Critical Thinking, Equity Research, Leadership, Microsoft Excel, Financial Modeling, Financial Analysis, Financial Accounting, Sales, BlackRock Aladdin, Bloomberg, Economics
Education
UC Berkeley 2011 — 2015
Oaks Christian High School 2007 — 2011
Anthony Tesoro Anthony Tesoro's JonesTrading Experience September 1997 - August 2000
Job Chairman/CEO at Tesoro Ministry Foundation
Industry Nonprofit Organization Management
Experience
Tesoro Ministry Foundation September 2000 - Present
Tesoro Entertainment 2005 - Present
Anthony J. Tesoro's Combat Karate Club September 1995 - Present
Tom Bloom Martial Arts 1995 - Present
JonesTrading September 1997 - August 2000
Paine Webber September 1996 - August 1997
Bright Trading 1996 - 1996
Skills
Entertainment, Public Speaking, Leadership Development, Investments, Trading, Stock Market, Strategic Planning, Non-profits, Christian Ministry, Ministry Leadership, Conflict Resolution, Conflict Management, Martial Arts, Self Defense, Business Strategy, New Business Development, Nonprofits, Fundraising, Community Outreach, Securities
Education
University of Phoenix
Bachelor of Science (BS), Criminal Justice Administration
University of Phoenix
Associate of Arts (AA), Business
Tesoro Ministry Foundation September 2000 - Present
Tesoro Entertainment 2005 - Present
Anthony J. Tesoro's Combat Karate Club September 1995 - Present
Tom Bloom Martial Arts 1995 - Present
JonesTrading September 1997 - August 2000
Paine Webber September 1996 - August 1997
Bright Trading 1996 - 1996
Skills
Entertainment, Public Speaking, Leadership Development, Investments, Trading, Stock Market, Strategic Planning, Non-profits, Christian Ministry, Ministry Leadership, Conflict Resolution, Conflict Management, Martial Arts, Self Defense, Business Strategy, New Business Development, Nonprofits, Fundraising, Community Outreach, Securities
Education
University of Phoenix
Bachelor of Science (BS), Criminal Justice Administration
University of Phoenix
Associate of Arts (AA), Business
Riley Rettig Riley Rettig's JonesTrading Experience July 2012 - Present
Job Institutional Equity Trader, JonesTrading.
Industry Financial Services
Experience
JonesTrading July 2012 - Present
Betbro Inc. August 2011 - Present
Anybeat, Inc. November 2011 - February 2012
All Occasion Cruises 2010 - 2010
Phi Gamma Delta 2009 - 2010
Phi Gamma Delta 2009 - 2010
Skills
Financial Markets, Equity Trading, MAC and MS Office..., Bloomberg
Education
University of Arizona 2007 — 2011
Real Estate, Business
Macquarie University 2010 — 2010
Global Business Program, International Business
JonesTrading July 2012 - Present
Betbro Inc. August 2011 - Present
Anybeat, Inc. November 2011 - February 2012
All Occasion Cruises 2010 - 2010
Phi Gamma Delta 2009 - 2010
Phi Gamma Delta 2009 - 2010
Skills
Financial Markets, Equity Trading, MAC and MS Office..., Bloomberg
Education
University of Arizona 2007 — 2011
Real Estate, Business
Macquarie University 2010 — 2010
Global Business Program, International Business
David Feng David Feng's JonesTrading Experience August 2007 - January 2012
Job Program Management | Financial Services Technology | Seeking New Opportunity
Industry Information Technology and Services
Experience
Ullink October 2014 - Present
OpenCrowd August 2013 - October 2014
EMC April 2013 - August 2013
Sapient Global Markets July 2012 - February 2013
JonesTrading August 2007 - January 2012
Citi June 2003 - July 2007
Allianz Dresdner Asset Management June 2002 - June 2003
Scient May 1999 - December 2001
Cambridge Technology Partners July 1996 - May 1999
Schroders August 1991 - June 1996
Skills
Product Management, Business Analysis, IT Strategy, Software Development, Process Improvement, Risk Management, Integration, Program Management, Cross-functional Team..., Change Management, Trading Systems, Vendor Management, Electronic Trading, Market Data, Strategic Planning, Project Management, SDLC, Financial Services, Options, Agile Web Development, User-centered Design, Data Modeling, SQL, Equities, Management, Consulting, Agile Methodologies
Education
Binghamton University - School of Management 1987 — 1991
BS, Management
CFA Institute
Received CFA Charter in 2007
Ullink October 2014 - Present
OpenCrowd August 2013 - October 2014
EMC April 2013 - August 2013
Sapient Global Markets July 2012 - February 2013
JonesTrading August 2007 - January 2012
Citi June 2003 - July 2007
Allianz Dresdner Asset Management June 2002 - June 2003
Scient May 1999 - December 2001
Cambridge Technology Partners July 1996 - May 1999
Schroders August 1991 - June 1996
Skills
Product Management, Business Analysis, IT Strategy, Software Development, Process Improvement, Risk Management, Integration, Program Management, Cross-functional Team..., Change Management, Trading Systems, Vendor Management, Electronic Trading, Market Data, Strategic Planning, Project Management, SDLC, Financial Services, Options, Agile Web Development, User-centered Design, Data Modeling, SQL, Equities, Management, Consulting, Agile Methodologies
Education
Binghamton University - School of Management 1987 — 1991
BS, Management
CFA Institute
Received CFA Charter in 2007
Shaan Lal Shaan Lal's JonesTrading Experience June 2007 - August 2007
Job Analyst
Industry Investment Management
Experience
Panning Capital Management October 2013 - Present
SecondMarket, Inc. November 2009 - May 2013
P&L Consulting Group June 2009 - November 2009
Wachovia June 2008 - August 2008
JonesTrading June 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Private Equity, Capital Markets, Investment Banking, Financial Analysis, Equities, Emerging Markets, Securities, Venture Capital, Options, Trading, Microsoft Excel, Microsoft Word, PowerPoint, Access, Macroeconomics, Corporate Finance, Financial Modeling, Microsoft Office, Foreign Exchange, Investments, Finance, Fixed Income
Education
Emory University - Goizueta Business School 2005 — 2008
BBA, Accounting and Finance
Staten Island Academy 2001 — 2005
Panning Capital Management October 2013 - Present
SecondMarket, Inc. November 2009 - May 2013
P&L Consulting Group June 2009 - November 2009
Wachovia June 2008 - August 2008
JonesTrading June 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Private Equity, Capital Markets, Investment Banking, Financial Analysis, Equities, Emerging Markets, Securities, Venture Capital, Options, Trading, Microsoft Excel, Microsoft Word, PowerPoint, Access, Macroeconomics, Corporate Finance, Financial Modeling, Microsoft Office, Foreign Exchange, Investments, Finance, Fixed Income
Education
Emory University - Goizueta Business School 2005 — 2008
BBA, Accounting and Finance
Staten Island Academy 2001 — 2005
Rong Liu Rong Liu's JonesTrading Experience October 2010 - Present
Job
Industry Financial Services
Experience
JonesTrading October 2010 - Present
Harbor Freight Tools June 2008 - October 2010
NetKit Solutions August 2001 - June 2008
NTC (Closed Down) January 2001 - August 2001
The University of Georgia 1997 - 2000
Skills
Data Architecture, MDM, Data Governance, Data Warehousing, Dimensional Modeling, Star Schema, Snowflake Schema, OLTP Modeling, E/R Studio, Erwin, ETL, Data Integration, Informatica, SSIS, Oracle, PL/SQL, SQL Server, Transact-SQL, MySQL, DB2, NoSQL Berkeley DB, Business Intelligence, SSAS, SSRS, Microstrategy, Database Administration, Performance Optimization, SQL Implementation, Windows, AIX, Solaris, Linux, Unix Shell Scripting, Oracle 11i E-Business..., Oracle Report Builder, Oracle Form Builder, Oracle Discoverer, Oracle XML Publisher, Crystal Reports, C/C++, Matlab, Erlang, Java, Stella, SQL, Microsoft SQL Server, Oracle E-Business Suite, Forms, Performance Tuning, Data Quality
Education
The University of Georgia 1997 — 2000
Ph.D, Environmental Informatics and Control Engineering
East China University of Science and Technology 1993 — 1996
M.E, Environment Engineering
JonesTrading October 2010 - Present
Harbor Freight Tools June 2008 - October 2010
NetKit Solutions August 2001 - June 2008
NTC (Closed Down) January 2001 - August 2001
The University of Georgia 1997 - 2000
Skills
Data Architecture, MDM, Data Governance, Data Warehousing, Dimensional Modeling, Star Schema, Snowflake Schema, OLTP Modeling, E/R Studio, Erwin, ETL, Data Integration, Informatica, SSIS, Oracle, PL/SQL, SQL Server, Transact-SQL, MySQL, DB2, NoSQL Berkeley DB, Business Intelligence, SSAS, SSRS, Microstrategy, Database Administration, Performance Optimization, SQL Implementation, Windows, AIX, Solaris, Linux, Unix Shell Scripting, Oracle 11i E-Business..., Oracle Report Builder, Oracle Form Builder, Oracle Discoverer, Oracle XML Publisher, Crystal Reports, C/C++, Matlab, Erlang, Java, Stella, SQL, Microsoft SQL Server, Oracle E-Business Suite, Forms, Performance Tuning, Data Quality
Education
The University of Georgia 1997 — 2000
Ph.D, Environmental Informatics and Control Engineering
East China University of Science and Technology 1993 — 1996
M.E, Environment Engineering
Steve Tullar Steve Tullar's JonesTrading Experience October 1991 - Present
Job Member of the Executive Committee
Industry Financial Services
Experience
JonesTrading October 1991 - Present
JonesTrading October 1991 - October 2011
Skills
series 7, series 24, Series 63, Equities, Trading, Electronic Trading, Bloomberg, Trading Systems, Equity Trading, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investments, Asset Managment
Education
University of California, Los Angeles 1988 — 1991
ba, economics
JonesTrading October 1991 - Present
JonesTrading October 1991 - October 2011
Skills
series 7, series 24, Series 63, Equities, Trading, Electronic Trading, Bloomberg, Trading Systems, Equity Trading, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investments, Asset Managment
Education
University of California, Los Angeles 1988 — 1991
ba, economics
Andrew C. Marchese Andrew C. Marchese's JonesTrading Experience November 1989 - September 1991
Job Institutional Sales Trader at Meridian Equity Partners
Industry Capital Markets
Experience
Meridian Equity Partners January 2010 - Present
RealTeam Realestate January 2006 - December 2011
WJB Capital Group October 2008 - February 2009
Coldwell Banker Schneidmiller Realty October 2004 - December 2005
Torrey Pines Securities September 1993 - February 2005
Robert Brandt & Company December 1991 - September 1992
Roth Capital Partners September 1991 - September 1992
JonesTrading November 1989 - September 1991
Education
University of California, Los Angeles 1987 — 1989
B.A., Economics / Business
Meridian Equity Partners January 2010 - Present
RealTeam Realestate January 2006 - December 2011
WJB Capital Group October 2008 - February 2009
Coldwell Banker Schneidmiller Realty October 2004 - December 2005
Torrey Pines Securities September 1993 - February 2005
Robert Brandt & Company December 1991 - September 1992
Roth Capital Partners September 1991 - September 1992
JonesTrading November 1989 - September 1991
Education
University of California, Los Angeles 1987 — 1989
B.A., Economics / Business
Adam Abele, CFA's JonesTrading Experience July 2015 - Present
Job Derivatives Trader
Industry Capital Markets
Experience
JonesTrading July 2015 - Present
BTIG January 2010 - May 2014
Cutler Group, LP April 2009 - February 2010
DROWST Trading LP July 2007 - March 2009
Group One Trading, LP July 2005 - May 2007
Barclays Capital May 2004 - August 2004
Education
Wake Forest University School of Business 2003 — 2005
MBA
Davidson College 1999 — 2003
BS
JonesTrading July 2015 - Present
BTIG January 2010 - May 2014
Cutler Group, LP April 2009 - February 2010
DROWST Trading LP July 2007 - March 2009
Group One Trading, LP July 2005 - May 2007
Barclays Capital May 2004 - August 2004
Education
Wake Forest University School of Business 2003 — 2005
MBA
Davidson College 1999 — 2003
BS
Patrick Perry's JonesTrading Experience March 2001 - June 2006
Job Director at Geode Capital Management LLC
Industry Investment Management
Experience
Geode Capital Management March 2008 - Present
BlackRock June 2006 - February 2008
JonesTrading March 2001 - June 2006
Allen & Company 1989 - 2000
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Yale University 1985 — 1989
BA, History
Geode Capital Management March 2008 - Present
BlackRock June 2006 - February 2008
JonesTrading March 2001 - June 2006
Allen & Company 1989 - 2000
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Yale University 1985 — 1989
BA, History
Ermenegildo Niutta, CFA's JonesTrading Experience August 2009 - February 2010
Job Executive Director at Nomura Securities
Industry Investment Management
Experience
Nomura Securities February 2010 - Present
JonesTrading August 2009 - February 2010
AQR Capital Management July 2004 - August 2009
Bank of America Specialist September 2001 - July 2004
Education
Boston College 1997 — 2001
BS, Finance, Accounting
Nomura Securities February 2010 - Present
JonesTrading August 2009 - February 2010
AQR Capital Management July 2004 - August 2009
Bank of America Specialist September 2001 - July 2004
Education
Boston College 1997 — 2001
BS, Finance, Accounting
Clarissa Avendano, MBA/CPA's JonesTrading Experience October 2006 - October 2007
Job Accounting/Finance Professional
Industry Accounting
Experience
Topson Downs - Fire-Los Angeles July 2015 - Present
BHDRL, Entertainment law firm, Greater Los Angeles Area August 2014 - June 2015
BeachMint August 2013 - July 2014
Merle Norman Cosmetics Inc. October 2007 - August 2013
JonesTrading October 2006 - October 2007
Korn/Ferry International October 2004 - September 2006
Deloitte & Touche, LLP 2002 - 2004
Skills
Financial Analysis, Financial Reporting, Internal Controls, Analysis, Financial Accounting, Accounting, Corporate Finance, Finance, Management, Business Planning, Business Strategy, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Strategic Planning, Strategy, Variance Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
Master of Business Administration (MBA), International Business
University of California, Los Angeles 1998 — 2002
BS, Business Economics Major Accounting Minor
Topson Downs - Fire-Los Angeles July 2015 - Present
BHDRL, Entertainment law firm, Greater Los Angeles Area August 2014 - June 2015
BeachMint August 2013 - July 2014
Merle Norman Cosmetics Inc. October 2007 - August 2013
JonesTrading October 2006 - October 2007
Korn/Ferry International October 2004 - September 2006
Deloitte & Touche, LLP 2002 - 2004
Skills
Financial Analysis, Financial Reporting, Internal Controls, Analysis, Financial Accounting, Accounting, Corporate Finance, Finance, Management, Business Planning, Business Strategy, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Strategic Planning, Strategy, Variance Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
Master of Business Administration (MBA), International Business
University of California, Los Angeles 1998 — 2002
BS, Business Economics Major Accounting Minor
Marian Montagnino's JonesTrading Experience January 2007 - January 2011
Job Broadcast Technology Manager at Participant Media
Industry Media Production
Experience
Participant Media March 2013 - Present
Art + Science Labs October 2012 - December 2012
Scripps Networks Interactive June 2011 - August 2012
JonesTrading January 2007 - January 2011
Fidessa October 2004 - August 2006
CGI August 2003 - August 2004
Xerox Research Center June 2002 - August 2002
IBM June 2001 - August 2001
Cyber Warrior, Inc. October 1996 - June 1999
Skills
Java, C#, Perl, SQL, JavaScript, Management, Unix, Quality Assurance, Requirements Analysis, Go, Linux, Financial Markets, OTT, SDLC, Trading, Market Data, Project Management, Equities, Technical Support, Order Management, Trading Systems, Derivatives, Broadcast Television, VOD, Electronic Trading, Software Development, Cable Television, Social Media, Business Analysis, Digital Media, Integration, Web Development, HTML, Social Media Marketing, Software Project..., Microsoft SQL Server, XML, MySQL, Operating Systems
Education
Stevens Institute of Technology 2005 — 2007
Masters, Applied Mathematics
Rensselaer Polytechnic Institute 1999 — 2003
Bachelors, Dual Computer Science, Applied Mathematics, 3.18 GPA
Immaculate Heart Academy 1995 — 1999
Participant Media March 2013 - Present
Art + Science Labs October 2012 - December 2012
Scripps Networks Interactive June 2011 - August 2012
JonesTrading January 2007 - January 2011
Fidessa October 2004 - August 2006
CGI August 2003 - August 2004
Xerox Research Center June 2002 - August 2002
IBM June 2001 - August 2001
Cyber Warrior, Inc. October 1996 - June 1999
Skills
Java, C#, Perl, SQL, JavaScript, Management, Unix, Quality Assurance, Requirements Analysis, Go, Linux, Financial Markets, OTT, SDLC, Trading, Market Data, Project Management, Equities, Technical Support, Order Management, Trading Systems, Derivatives, Broadcast Television, VOD, Electronic Trading, Software Development, Cable Television, Social Media, Business Analysis, Digital Media, Integration, Web Development, HTML, Social Media Marketing, Software Project..., Microsoft SQL Server, XML, MySQL, Operating Systems
Education
Stevens Institute of Technology 2005 — 2007
Masters, Applied Mathematics
Rensselaer Polytechnic Institute 1999 — 2003
Bachelors, Dual Computer Science, Applied Mathematics, 3.18 GPA
Immaculate Heart Academy 1995 — 1999
Wenhuan Wang's JonesTrading Experience November 2007 - Present
Job Senior Database Engineer
Industry Financial Services
Experience
JonesTrading November 2007 - Present
Seastar, Inc December 2002 - October 2007
AtFreeWeb, Inc October 2000 - December 2002
Skills
Microsoft SQL Server, Java, Performance Tuning, Windows, Electronic Trading, Trading Systems, Data Mining, Data Modeling
Education
Shanghai Jiao Tong University 1995 — 1999
Bachelor of Science (BS)
JonesTrading November 2007 - Present
Seastar, Inc December 2002 - October 2007
AtFreeWeb, Inc October 2000 - December 2002
Skills
Microsoft SQL Server, Java, Performance Tuning, Windows, Electronic Trading, Trading Systems, Data Mining, Data Modeling
Education
Shanghai Jiao Tong University 1995 — 1999
Bachelor of Science (BS)
Tanner Kirsch's JonesTrading Experience September 2007 - Present
Job Institutional Sales Trader at JonesTrading
Industry Financial Services
Experience
JonesTrading September 2007 - Present
Skills
Series 63, Series 7, Equity Trading, Electronic Trading, Equities, Bloomberg, Hedge Funds, Trading Systems, Securities, Trading, Alternative Investments
Education
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
JonesTrading September 2007 - Present
Skills
Series 63, Series 7, Equity Trading, Electronic Trading, Equities, Bloomberg, Hedge Funds, Trading Systems, Securities, Trading, Alternative Investments
Education
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
Phil Tesoro's JonesTrading Experience July 2009 - Present
Job Director at JonesTrading
Industry Financial Services
Experience
JonesTrading July 2009 - Present
JonesTrading July 2004 - Present
ExxonMobil September 1984 - August 1986
Skills
Trading Systems, Equity Trading, Electronic Trading, Series 7, Series 63, Series 24, Equities, Trading, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Securities, Derivatives, Investments, Asset Managment, Financial Markets, Valuation, Investment Banking
Education
San Diego State University-California State University 1988 — 1992
BS, Finance, General
San Diego State University-California State University 1988 — 1992
BS, Finance, General
JonesTrading July 2009 - Present
JonesTrading July 2004 - Present
ExxonMobil September 1984 - August 1986
Skills
Trading Systems, Equity Trading, Electronic Trading, Series 7, Series 63, Series 24, Equities, Trading, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Securities, Derivatives, Investments, Asset Managment, Financial Markets, Valuation, Investment Banking
Education
San Diego State University-California State University 1988 — 1992
BS, Finance, General
San Diego State University-California State University 1988 — 1992
BS, Finance, General
Christopher Tullar's JonesTrading Experience 2007 - Present
Job Managing Director at JonesTrading
Industry Financial Services
Experience
JonesTrading 2007 - Present
JonesTrading 2007 - Present
Aspen Skiing Company 1998 - 2000
Skills
Equities, Trading, Sales, Bloomberg, Securities, Series 7, Investments, Asset Management, Series 63, Electronic Trading, Equity Trading, Trading Systems, Capital Markets, Portfolio Management, Series 24, FINRA, Alternative Investments, Options
Education
University of California, Los Angeles 1994 — 1998
Capistrano Valley HS 1990 — 1994
JonesTrading 2007 - Present
JonesTrading 2007 - Present
Aspen Skiing Company 1998 - 2000
Skills
Equities, Trading, Sales, Bloomberg, Securities, Series 7, Investments, Asset Management, Series 63, Electronic Trading, Equity Trading, Trading Systems, Capital Markets, Portfolio Management, Series 24, FINRA, Alternative Investments, Options
Education
University of California, Los Angeles 1994 — 1998
Capistrano Valley HS 1990 — 1994
Van Betta's JonesTrading Experience July 2004 - March 2005
Job Registered Rep at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. April 2006 - Present
Hold Brothers On-line Investment Services, LLC September 2005 - March 2006
JonesTrading July 2004 - March 2005
Countrywide May 2003 - August 2003
Skills
Portfolio Management, Valuation, Asset Allocation, Financial Analysis, Microsoft Excel, Finance, Series 7, Equities, Financial Planners, Investments, Securities, Strategic Financial..., Asset Managment, Microsoft Office, Options, Management, Asset Management
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (B.A.), Management & Economics
Columbia High School 1996 — 2000
Raymond James Financial Inc. April 2006 - Present
Hold Brothers On-line Investment Services, LLC September 2005 - March 2006
JonesTrading July 2004 - March 2005
Countrywide May 2003 - August 2003
Skills
Portfolio Management, Valuation, Asset Allocation, Financial Analysis, Microsoft Excel, Finance, Series 7, Equities, Financial Planners, Investments, Securities, Strategic Financial..., Asset Managment, Microsoft Office, Options, Management, Asset Management
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (B.A.), Management & Economics
Columbia High School 1996 — 2000
Seth Wagner's JonesTrading Experience 2004 - Present
Job Sales Trader at JonesTrading
Industry Financial Services
Experience
JonesTrading 2004 - Present
Skills
Equity Trading, Series 7, Equities, Asset Management, Hedge Funds, Capital Markets, Series 63, Bloomberg, Investments, Alternative Investments
Education
Fort Lewis College 1999 — 2003
JonesTrading 2004 - Present
Skills
Equity Trading, Series 7, Equities, Asset Management, Hedge Funds, Capital Markets, Series 63, Bloomberg, Investments, Alternative Investments
Education
Fort Lewis College 1999 — 2003
Paul Darin's JonesTrading Experience May 2007 - Present
Job stocktrader at JonesTrading
Industry Investment Banking
Experience
JonesTrading May 2007 - Present
Education
University of California, Berkeley 2002 — 2006
JonesTrading May 2007 - Present
Education
University of California, Berkeley 2002 — 2006
Jeff Veis's JonesTrading Experience April 1999 - January 2015
Job System Administrator/Desktop Support
Industry Information Technology and Services
Experience
JonesTrading April 1999 - January 2015
Automated training Systems February 1984 - March 1999
Skills
Active Directory, DNS Administration, Troubleshooting, Windows XP, Windows 7, Windows, DHCP, Servers, Software Installation, Outlook, Windows 8, Windows Vista, Microsoft Excel, Acronis, Internet Explorer, iPhone Support, Android, NetOp, Microsoft Office, Microsoft Exchange
Education
Moorpark College
Microsoft Certification Tract
JonesTrading April 1999 - January 2015
Automated training Systems February 1984 - March 1999
Skills
Active Directory, DNS Administration, Troubleshooting, Windows XP, Windows 7, Windows, DHCP, Servers, Software Installation, Outlook, Windows 8, Windows Vista, Microsoft Excel, Acronis, Internet Explorer, iPhone Support, Android, NetOp, Microsoft Office, Microsoft Exchange
Education
Moorpark College
Microsoft Certification Tract
David Lutz's JonesTrading Experience May 2014 - Present
Job Head of ETF Trading at JonesTrading
Industry Capital Markets
Experience
JonesTrading May 2014 - Present
Stifel Nicolaus April 2007 - May 2014
Wachovia Securities, LLC 2000 - 2007
UBS Investment Bank 1999 - 2000
Alex. Brown and Sons 1992 - 1999
Skills
Macro Strategy in Cross..., Equity Research, Equities, Hedge Funds, Securities, Mutual Funds, Portfolio Management, Asset Managment, Valuation, Pensions, Value Investing, M&A experience, Series 4, Series 7, Series 24
Education
University of Maryland College Park 1989 — 1992
University of Miami 1988 — 1989
JonesTrading May 2014 - Present
Stifel Nicolaus April 2007 - May 2014
Wachovia Securities, LLC 2000 - 2007
UBS Investment Bank 1999 - 2000
Alex. Brown and Sons 1992 - 1999
Skills
Macro Strategy in Cross..., Equity Research, Equities, Hedge Funds, Securities, Mutual Funds, Portfolio Management, Asset Managment, Valuation, Pensions, Value Investing, M&A experience, Series 4, Series 7, Series 24
Education
University of Maryland College Park 1989 — 1992
University of Miami 1988 — 1989
Phil Geha's JonesTrading Experience January 2015 - Present
Job Vice President at JonesTrading Institutional Services, LLC
Industry Financial Services
Experience
JonesTrading January 2015 - Present
JonesTrading Institutional Services, LLC 2002 - Present
Skills
Equity Trading, Series 7, Series 63, Equities
Education
Bates College 1994 — 1998
Bachelor of Arts (B.A.)
JonesTrading January 2015 - Present
JonesTrading Institutional Services, LLC 2002 - Present
Skills
Equity Trading, Series 7, Series 63, Equities
Education
Bates College 1994 — 1998
Bachelor of Arts (B.A.)
Lucille DeSario's JonesTrading Experience First Vice PresFiduciary Tr1972 - 1990
Job First Vice Pres at JonesTrading
Industry Financial Services
Experience
JonesTrading First Vice PresFiduciary Tr1972 - 1990
Education
City University of New York
JonesTrading First Vice PresFiduciary Tr1972 - 1990
Education
City University of New York
Kathy Heller's JonesTrading Experience September 2002 - Present
Job SALESTRADER at JonesTrading
Industry Financial Services
Experience
JonesTrading September 2002 - Present
Citigroup 1992 - 2001
Oppenheimer & Co. 1990 - 1992
Skills
Equity Trading
Education
University of South Carolina-Columbia 1975 — 1977
Finance, General
Columbia College (SC) 1973 — 1975
JonesTrading September 2002 - Present
Citigroup 1992 - 2001
Oppenheimer & Co. 1990 - 1992
Skills
Equity Trading
Education
University of South Carolina-Columbia 1975 — 1977
Finance, General
Columbia College (SC) 1973 — 1975
Stan Eramia's JonesTrading Experience 2002 - 2006
Job CoFounder at CounterTack
Industry Computer & Network Security
Experience
CounterTack 2006 - Present
JonesTrading 2002 - 2006
NASDAQ 1998 - 2002
TIAA-CREF 1996 - 1997
Oppenheimer & Co. 1995 - 1996
Skills
Leadership, Start-ups, Information Security, Venture Capital, Equities, Computer Security, Cloud Computing, Linux, Security, Management, Enterprise Software, Penetration Testing, Computer Forensics, Reverse Engineering
Education
University of Maryland College Park 1991 — 1995
Bachelor's degree
CounterTack 2006 - Present
JonesTrading 2002 - 2006
NASDAQ 1998 - 2002
TIAA-CREF 1996 - 1997
Oppenheimer & Co. 1995 - 1996
Skills
Leadership, Start-ups, Information Security, Venture Capital, Equities, Computer Security, Cloud Computing, Linux, Security, Management, Enterprise Software, Penetration Testing, Computer Forensics, Reverse Engineering
Education
University of Maryland College Park 1991 — 1995
Bachelor's degree
Damon Belding's JonesTrading Experience November 2002 - September 2006
Job Equity Sales Trader at Capital Institutional Services, Inc.
Industry Financial Services
Experience
Capital Institutional Services, Inc. (CAPIS) September 2006 - Present
JonesTrading November 2002 - September 2006
Wunderlich Securities June 2002 - October 2002
Morgan Keegan & Co Inc November 2000 - June 2002
Capital Institutional Services, Inc. (CAPIS) January 1998 - October 2000
Rock Island Securities, Inc. August 1994 - December 1997
Skills
Hedge Funds, Equities, Series 7, Investments, Equity Trading, Securities, Series 63, Trading, FINRA, Electronic Trading, Options, Trading Systems, Bloomberg, Fixed Income, Investment Management, Portfolio Management
Education
Louisiana Tech University 1990 — 1994
B.S. Finance
Capital Institutional Services, Inc. (CAPIS) September 2006 - Present
JonesTrading November 2002 - September 2006
Wunderlich Securities June 2002 - October 2002
Morgan Keegan & Co Inc November 2000 - June 2002
Capital Institutional Services, Inc. (CAPIS) January 1998 - October 2000
Rock Island Securities, Inc. August 1994 - December 1997
Skills
Hedge Funds, Equities, Series 7, Investments, Equity Trading, Securities, Series 63, Trading, FINRA, Electronic Trading, Options, Trading Systems, Bloomberg, Fixed Income, Investment Management, Portfolio Management
Education
Louisiana Tech University 1990 — 1994
B.S. Finance
Cole Lysaught's JonesTrading Experience August 2008 - February 2011
Job Partner at Ahkeo Ventures
Industry Venture Capital & Private Equity
Experience
Ahkeo Ventures February 2011 - Present
JonesTrading August 2008 - February 2011
TPG Capital August 2007 - June 2008
Skills
Entrepreneurship, Financial Modeling, Hedge Funds, Financial Analysis, Valuation, Investments, Investment Banking, Asset Management, Equities, Alternative Investments, Venture Capital, Securities, Capital Markets, Bloomberg, Private Equity, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
BBA, Finance, Entrepreneurial Management, Cum Laude
Texas Christian University
Ahkeo Ventures February 2011 - Present
JonesTrading August 2008 - February 2011
TPG Capital August 2007 - June 2008
Skills
Entrepreneurship, Financial Modeling, Hedge Funds, Financial Analysis, Valuation, Investments, Investment Banking, Asset Management, Equities, Alternative Investments, Venture Capital, Securities, Capital Markets, Bloomberg, Private Equity, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
BBA, Finance, Entrepreneurial Management, Cum Laude
Texas Christian University
Chris Rink's JonesTrading Experience June 2000 - June 2008
Job Trader at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2008 - Present
JonesTrading June 2000 - June 2008
Skills
Series 7, Asset Allocation, Trading, Equities, Bloomberg, Series 63, Equity Trading, Electronic Trading, Asset Management, Investments, Portfolio Management, Hedge Funds, Fixed Income, Securities
Education
University of California, Davis 1991 — 1995
B.A., History
Dimensional Fund Advisors June 2008 - Present
JonesTrading June 2000 - June 2008
Skills
Series 7, Asset Allocation, Trading, Equities, Bloomberg, Series 63, Equity Trading, Electronic Trading, Asset Management, Investments, Portfolio Management, Hedge Funds, Fixed Income, Securities
Education
University of California, Davis 1991 — 1995
B.A., History
Yousef Abbasi's JonesTrading Experience February 2011 - Present
Job Global Market Strategist at JonesTrading
Industry Financial Services
Experience
JonesTrading February 2011 - Present
Execution Noble April 2009 - December 2010
JPMorgan May 2008 - January 2009
Bear Stearns November 2006 - June 2008
Skills
Hedge Funds, Equities, Fixed Income
Education
New York University 2001 — 2005
JonesTrading February 2011 - Present
Execution Noble April 2009 - December 2010
JPMorgan May 2008 - January 2009
Bear Stearns November 2006 - June 2008
Skills
Hedge Funds, Equities, Fixed Income
Education
New York University 2001 — 2005
Peter Reese-Scott's JonesTrading Experience January 2013 - Present
Job Equity Options Sales Trader at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) June 2014 - Present
JonesTrading January 2013 - Present
Jones Trading November 2009 - Present
Pillar Data Systems May 2007 - June 2008
Skills
Analytics, Sales, Sales Operations, Financial Analysis, Account Management, Capital Markets, Finance, Trading Systems, Equity Trading, trading, Electronic Trading, Capital Markets Analysis, Equity Derivatives, equity
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Science (BS), Economics
EHS
Susquehanna International Group, LLP (SIG) June 2014 - Present
JonesTrading January 2013 - Present
Jones Trading November 2009 - Present
Pillar Data Systems May 2007 - June 2008
Skills
Analytics, Sales, Sales Operations, Financial Analysis, Account Management, Capital Markets, Finance, Trading Systems, Equity Trading, trading, Electronic Trading, Capital Markets Analysis, Equity Derivatives, equity
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Science (BS), Economics
EHS
Jeff Haroldsen's JonesTrading Experience August 2011 - February 2015
Job Institutional Equity Trader
Industry Financial Services
Experience
Wells Fargo Home Mortgage February 2015 - Present
JonesTrading August 2011 - February 2015
Mosaic Capital November 2010 - July 2011
Wells Fargo May 2008 - May 2010
Xenergy 2007 - 2008
Skills
Capital Markets, Mergers, Equity Trading, Financial Markets, Equities, Analytics, Management, Securities, Investments, Investment Banking, Alternative Investments, Bloomberg, Trading, Valuation, Mortgage Lending, Asset Management, Fixed Income, Hedge Funds, Financial Modeling, Series 7
Education
California State University-Chico 2002 — 2006
BS, Business
simi valley high
Wells Fargo Home Mortgage February 2015 - Present
JonesTrading August 2011 - February 2015
Mosaic Capital November 2010 - July 2011
Wells Fargo May 2008 - May 2010
Xenergy 2007 - 2008
Skills
Capital Markets, Mergers, Equity Trading, Financial Markets, Equities, Analytics, Management, Securities, Investments, Investment Banking, Alternative Investments, Bloomberg, Trading, Valuation, Mortgage Lending, Asset Management, Fixed Income, Hedge Funds, Financial Modeling, Series 7
Education
California State University-Chico 2002 — 2006
BS, Business
simi valley high
Scott Cooper's JonesTrading Experience 2006 - Present
Job Equity at JonesTrading
Industry Financial Services
Experience
JonesTrading 2006 - Present
Skills
Equity Trading, Series 7, Series 63, Bloomberg, Equities, Trading, Microsoft Excel, Fidessa
Education
Rochester Institute of Technology 2004 — 2006
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
State University of New York at Buffalo 2000 — 2004
Bachelor of Science (BS), Marketing
JonesTrading 2006 - Present
Skills
Equity Trading, Series 7, Series 63, Bloomberg, Equities, Trading, Microsoft Excel, Fidessa
Education
Rochester Institute of Technology 2004 — 2006
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
State University of New York at Buffalo 2000 — 2004
Bachelor of Science (BS), Marketing
Evan McCormick's JonesTrading Experience June 2008 - September 2008
Job Legal Intern at The Honest Company
Industry Law Practice
Experience
The Honest Company June 2015 - Present
Stradling Yocca Carlson & Rauth June 2014 - July 2014
Stradling Yocca Carlson & Rauth November 2010 - August 2013
Pacifica Commercial Realty September 2009 - December 2009
JonesTrading June 2008 - September 2008
Skills
Legal Writing, Research, Corporate Law, Legal Research, Corporate Governance, Outlook, Microsoft Excel, Non-profits, Intellectual Property, Microsoft Word, Negotiation, Westlaw
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master of Business Administration (MBA) Candidate
University of Southern California - Gould School of Law 2013 — 2017
Juris Doctor (JD) Candidate
University of Denver - Daniels College of Business 2005 — 2009
Bachelor of Science in Business Administration, International Business
Cate
The Honest Company June 2015 - Present
Stradling Yocca Carlson & Rauth June 2014 - July 2014
Stradling Yocca Carlson & Rauth November 2010 - August 2013
Pacifica Commercial Realty September 2009 - December 2009
JonesTrading June 2008 - September 2008
Skills
Legal Writing, Research, Corporate Law, Legal Research, Corporate Governance, Outlook, Microsoft Excel, Non-profits, Intellectual Property, Microsoft Word, Negotiation, Westlaw
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master of Business Administration (MBA) Candidate
University of Southern California - Gould School of Law 2013 — 2017
Juris Doctor (JD) Candidate
University of Denver - Daniels College of Business 2005 — 2009
Bachelor of Science in Business Administration, International Business
Cate
Steve Vega's JonesTrading Experience January 2008 - Present
Job Systems Engineer at JonesTrading
Industry Financial Services
Experience
JonesTrading January 2008 - Present
ABS Internet 2005 - December 2007
The Lead Masters 2000 - 2005
Prudential Insurance March 1997 - February 1999
Skills
Data Center, Windows, Microsoft SQL Server, Trading Systems, Electronic Trading, IT Strategy, Disaster Recovery, VMware, Blackberry Enterprise..., SDLC, Vendor Management, Active Directory, Office 2010, VMware Workstation, Arcserve, Trend Micro, Edgewave Iprism, CCNA, Microsoft Office
Education
Pierce College
JonesTrading January 2008 - Present
ABS Internet 2005 - December 2007
The Lead Masters 2000 - 2005
Prudential Insurance March 1997 - February 1999
Skills
Data Center, Windows, Microsoft SQL Server, Trading Systems, Electronic Trading, IT Strategy, Disaster Recovery, VMware, Blackberry Enterprise..., SDLC, Vendor Management, Active Directory, Office 2010, VMware Workstation, Arcserve, Trend Micro, Edgewave Iprism, CCNA, Microsoft Office
Education
Pierce College
William Hancock's JonesTrading Experience August 2011 - Present
Job Institutional Sales Trader
Industry Financial Services
Experience
JonesTrading August 2011 - Present
Vector Marketing June 2007 - August 2008
Skills
Sales, Bloomberg, Equities, Series 7, Nonprofits, Series 63, Series 55, Equity Trading, Securities, Trading
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Arts (B.A.), Political Science
The Blake School 2003 — 2007
JonesTrading August 2011 - Present
Vector Marketing June 2007 - August 2008
Skills
Sales, Bloomberg, Equities, Series 7, Nonprofits, Series 63, Series 55, Equity Trading, Securities, Trading
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Arts (B.A.), Political Science
The Blake School 2003 — 2007
Michael Hock's JonesTrading Experience 2010 - 2014
Job Managing Director Jones Trading
Industry Financial Services
Experience
JonesTrading 2010 - 2014
Pali Capital July 2008 - March 2010
Jefferies & Company 1991 - 2008
Skills
Equities, Equity Trading, Trading Systems, Capital Markets, Bloomberg, Hedge Funds, Series 63, Trading, Series 7, Electronic Trading, Business Strategy, Management, Sales Management, Financial Markets, Financial Institutions, Strategy, Fixed Income, Options, Securities, Private Equity, Start-ups, Series 24
Education
New England College 1977 — 1981
ba, business/communications
cold spring harbor high school 1974 — 1977
JonesTrading 2010 - 2014
Pali Capital July 2008 - March 2010
Jefferies & Company 1991 - 2008
Skills
Equities, Equity Trading, Trading Systems, Capital Markets, Bloomberg, Hedge Funds, Series 63, Trading, Series 7, Electronic Trading, Business Strategy, Management, Sales Management, Financial Markets, Financial Institutions, Strategy, Fixed Income, Options, Securities, Private Equity, Start-ups, Series 24
Education
New England College 1977 — 1981
ba, business/communications
cold spring harbor high school 1974 — 1977
Robert Zavell's JonesTrading Experience April 2010 - Present
Job Head of Equity Derivatives Trading at JonesTrading
Industry Capital Markets
Experience
JonesTrading April 2010 - Present
Link Derivatives March 2009 - March 2010
Merrill Lynch August 2000 - January 2009
Merrill Lynch May 1995 - August 2000
Skills
Equity Derivatives, Equities, Derivatives, Hedge Funds, Options, Trading, Equity Trading, Electronic Trading, Financial Markets, Fixed Income, Series 7, Structured Products, Bloomberg, Capital Markets, Trading Systems
Education
Denison University 1991 — 1995
JonesTrading April 2010 - Present
Link Derivatives March 2009 - March 2010
Merrill Lynch August 2000 - January 2009
Merrill Lynch May 1995 - August 2000
Skills
Equity Derivatives, Equities, Derivatives, Hedge Funds, Options, Trading, Equity Trading, Electronic Trading, Financial Markets, Fixed Income, Series 7, Structured Products, Bloomberg, Capital Markets, Trading Systems
Education
Denison University 1991 — 1995
John McGough's JonesTrading Experience April 2011 - November 2013
Job Managing Director of Commission Management Services at MKM Partners, LLC
Industry Financial Services
Experience
MKM Partners, LLC November 2013 - Present
JonesTrading April 2011 - November 2013
BTIG, LLC October 2008 - February 2011
Kellogg Partners 2006 - 2008
Prudential Securities 2003 - 2006
Standard and Poor's Securities 1995 - 2001
Skills
Electronic Trading, Sales Commission, Equity Trading, Trading Systems, Equities, Bloomberg, Series 7, Hedge Funds, Trading, Series 24, Fixed Income, Securities, Capital Markets, Equity Derivatives, FINRA, Financial Markets, Options, Market Data, Alternative Investments, Prime Brokerage, Investments
Education
Saint Peter's University
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management, Graduated
MKM Partners, LLC November 2013 - Present
JonesTrading April 2011 - November 2013
BTIG, LLC October 2008 - February 2011
Kellogg Partners 2006 - 2008
Prudential Securities 2003 - 2006
Standard and Poor's Securities 1995 - 2001
Skills
Electronic Trading, Sales Commission, Equity Trading, Trading Systems, Equities, Bloomberg, Series 7, Hedge Funds, Trading, Series 24, Fixed Income, Securities, Capital Markets, Equity Derivatives, FINRA, Financial Markets, Options, Market Data, Alternative Investments, Prime Brokerage, Investments
Education
Saint Peter's University
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management, Graduated
Andrew Silberdick's JonesTrading Experience September 2001 - Present
Job VP at Jonestrading Portsmouth NH
Industry Financial Services
Experience
JonesTrading September 2001 - Present
Education
University of New Hampshire - Whittemore School of Business and Economics
BA, Finance
JonesTrading September 2001 - Present
Education
University of New Hampshire - Whittemore School of Business and Economics
BA, Finance
kerry stein's JonesTrading Experience 2008 - 2010
Job managing director at BTIG
Industry Financial Services
Experience
Lloyds Banking Group September 2011 - Present
BTIG January 2010 - June 2011
JonesTrading 2008 - 2010
Dresdner Bank 2000 - 2002
Paine Webber 1995 - 2000
PaineWebber 1995 - 2000
Education
Franklin Pierce University 1976 — 1980
bs finance, economics
Lloyds Banking Group September 2011 - Present
BTIG January 2010 - June 2011
JonesTrading 2008 - 2010
Dresdner Bank 2000 - 2002
Paine Webber 1995 - 2000
PaineWebber 1995 - 2000
Education
Franklin Pierce University 1976 — 1980
bs finance, economics
Andrew Preusch's JonesTrading Experience June 2009 - August 2009
Job Senior Financial Analyst at DaVita
Industry Telecommunications
Experience
DaVita March 2014 - Present
Comcast Cable May 2013 - April 2014
Comcast Cable Corporation June 2012 - May 2013
Energy & Resource Consulting Group, LLC July 2010 - May 2012
W1SD0M Consulting May 2010 - July 2010
JonesTrading June 2009 - August 2009
Obermeyer Asset Management July 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Spanish, Forecasting, Data Management, International Finance, Bloomberg, Microsoft Excel, Finance, Valuation, Economics, Corporate Finance, Investments, Strategy, Management, Program Management, Capital Markets, Portfolio Management, Market Research
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelors of Science in Business, Finance, International Business
Universidad Pablo de Olavide, Sevilla, Spain 2008 — 2008
International Finance, International Business
DaVita March 2014 - Present
Comcast Cable May 2013 - April 2014
Comcast Cable Corporation June 2012 - May 2013
Energy & Resource Consulting Group, LLC July 2010 - May 2012
W1SD0M Consulting May 2010 - July 2010
JonesTrading June 2009 - August 2009
Obermeyer Asset Management July 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Spanish, Forecasting, Data Management, International Finance, Bloomberg, Microsoft Excel, Finance, Valuation, Economics, Corporate Finance, Investments, Strategy, Management, Program Management, Capital Markets, Portfolio Management, Market Research
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelors of Science in Business, Finance, International Business
Universidad Pablo de Olavide, Sevilla, Spain 2008 — 2008
International Finance, International Business
Adam Graves's JonesTrading Experience July 1999 - January 2014
Job Executive Director at KavIT Consulting
Industry Financial Services
Experience
Atypical Brands, LLC. 2015 - Present
KavIT Consulting June 2014 - Present
JonesTrading July 1999 - January 2014
LA Civic Center Executive Offices (LACCEO) 2014 - 2014
Bluenet/Ezra Mintz Associates (EMA) June 1991 - July 1999
Skills
Technology Management, Trading Systems, Electronic Trading, Equities, Data Center, ITIL, Technology..., Cyber-security, VoIP Phone Systems, Business Management, Straight Through..., Stock Trading, Order Management Systems, Equity Trading, IT Management, Application Architecture, Trading, Financial Markets, Fixed Income, Capital Markets, Management, Business Analysis
Education
The Academic College of Tel-Aviv, Yaffo 1981 — 1983
Bachelor's degree, Computer Programming
University of Phoenix 1999 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Atypical Brands, LLC. 2015 - Present
KavIT Consulting June 2014 - Present
JonesTrading July 1999 - January 2014
LA Civic Center Executive Offices (LACCEO) 2014 - 2014
Bluenet/Ezra Mintz Associates (EMA) June 1991 - July 1999
Skills
Technology Management, Trading Systems, Electronic Trading, Equities, Data Center, ITIL, Technology..., Cyber-security, VoIP Phone Systems, Business Management, Straight Through..., Stock Trading, Order Management Systems, Equity Trading, IT Management, Application Architecture, Trading, Financial Markets, Fixed Income, Capital Markets, Management, Business Analysis
Education
The Academic College of Tel-Aviv, Yaffo 1981 — 1983
Bachelor's degree, Computer Programming
University of Phoenix 1999 — 2002
Bachelor of Science (BS), Business Administration and Management, General
John Martinelli's JonesTrading Experience January 1999 - Present
Job Managing Director JonesTrading
Industry Financial Services
Experience
JonesTrading January 1999 - Present
Skills
Bloomberg, Electronic Trading, Equities, Equity Trading, Fixed Income, Investments, Securities, Series 24, Series 63, Series 7, Trading Systems
Education
University of Mary Washington 1992 — 1996
BA, Economics
JonesTrading January 1999 - Present
Skills
Bloomberg, Electronic Trading, Equities, Equity Trading, Fixed Income, Investments, Securities, Series 24, Series 63, Series 7, Trading Systems
Education
University of Mary Washington 1992 — 1996
BA, Economics
Janine Sandefur's JonesTrading Experience June 2001 - November 2002
Job Director, Print Control at Paramount Pictures
Industry Entertainment
Experience
Paramount Pictures April 2012 - May 2014
Paramount Pictures January 2012 - April 2012
Paramount Pictures April 2011 - January 2012
Paramount Pictures June 2009 - April 2011
Paramount Pictures December 2007 - September 2008
BNR Innovations, LLC June 2006 - September 2008
Bed Bath & Beyond March 2003 - July 2005
JonesTrading June 2001 - November 2002
Education
California State University-Long Beach 2006 — 2008
Bachelor's, Marketing
Paramount Pictures April 2012 - May 2014
Paramount Pictures January 2012 - April 2012
Paramount Pictures April 2011 - January 2012
Paramount Pictures June 2009 - April 2011
Paramount Pictures December 2007 - September 2008
BNR Innovations, LLC June 2006 - September 2008
Bed Bath & Beyond March 2003 - July 2005
JonesTrading June 2001 - November 2002
Education
California State University-Long Beach 2006 — 2008
Bachelor's, Marketing
Bjorn Snider's JonesTrading Experience January 2006 - Present
Job Sales Trader at JonesTrading
Industry Financial Services
Experience
JonesTrading January 2006 - Present
JonesTrading January 2006 - Present
Skills
Equities, Bloomberg, Equity Trading, Electronic Trading, Trading Systems
Education
University of California, Santa Cruz 2000 — 2004
Molecular Biology
JonesTrading January 2006 - Present
JonesTrading January 2006 - Present
Skills
Equities, Bloomberg, Equity Trading, Electronic Trading, Trading Systems
Education
University of California, Santa Cruz 2000 — 2004
Molecular Biology
Erik Riffe's JonesTrading Experience December 2008 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
BTIG January 2013 - Present
Ticonderoga Securities LLC 2011 - 2012
JonesTrading December 2008 - December 2011
Skills
Equity Trading, Market Analysis, Trade Sales, Business Networking, Series 7, Series 63, series 55, Electronic Trading
Education
Suffolk University 2006 — 2008
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
University of Massachusetts Boston 2004 — 2005
BTIG January 2013 - Present
Ticonderoga Securities LLC 2011 - 2012
JonesTrading December 2008 - December 2011
Skills
Equity Trading, Market Analysis, Trade Sales, Business Networking, Series 7, Series 63, series 55, Electronic Trading
Education
Suffolk University 2006 — 2008
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
University of Massachusetts Boston 2004 — 2005
Jeffrey S. Binder's JonesTrading Experience February 2005 - Present
Job Senior Vice President of Institutional Trading at JonesTrading
Industry
Experience
JonesTrading February 2005 - Present
Skills
Equities, Hedge Funds, Microsoft Office, Series 7, Alternative Investments, Asset Management, Bloomberg
Education
Oberlin College
JonesTrading February 2005 - Present
Skills
Equities, Hedge Funds, Microsoft Office, Series 7, Alternative Investments, Asset Management, Bloomberg
Education
Oberlin College
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial