Joseph Gunnar
Industry: Company
DescriptionFounded: 1997 Subsidiaries: Joseph Gunnar & Co., LLC, Research Division, Joseph Gunnar & Co., Llc, Asset Management Arm
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Joseph Gunnar Employees
Employee
Years
Job
Industry
Joseph Landers Joseph Landers's Joseph Gunnar Experience 2008 - 2008
Job Vice President Foreign Exchange at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank January 2014 - Present
Bloomberg July 2011 - January 2014
Bloomberg LP August 2010 - July 2011
Joseph Gunnar 2008 - 2008
Joseph Gunnar 2008 - 2008
Skills
Equities, Management, Portfolio Management, Hedge Funds, Sales
Education
Syracuse University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
MTOWN quakers
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank January 2014 - Present
Bloomberg July 2011 - January 2014
Bloomberg LP August 2010 - July 2011
Joseph Gunnar 2008 - 2008
Joseph Gunnar 2008 - 2008
Skills
Equities, Management, Portfolio Management, Hedge Funds, Sales
Education
Syracuse University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
MTOWN quakers
Adam Riback Adam Riback's Joseph Gunnar Experience 1998 - 2001
Job Sr. Account Executive
Industry Financial Services
Experience
National Securities 2001 - Present
Joseph Gunnar 1998 - 2001
Skills
Securities, Building Relationships, Life Insurance, Retirement Rollovers, Key Account Management, Capital Raising, Syndicate, Performance Improvement, Client Case Design, Intergenerational..., Business Succession..., Group Life, Captive Insurance, Business Development, Scuba Diving, Retirement, Finance, Investments, Series 7, Insurance, Management, Financial Services, Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Financial Analysis, Strategy, Strategic Planning
Education
Greico Financial Institution 1994 — 1995
Series 7,63, 9,10 NY State Life Insurance License
Kingsborough Community College 1989 — 1991
National Securities 2001 - Present
Joseph Gunnar 1998 - 2001
Skills
Securities, Building Relationships, Life Insurance, Retirement Rollovers, Key Account Management, Capital Raising, Syndicate, Performance Improvement, Client Case Design, Intergenerational..., Business Succession..., Group Life, Captive Insurance, Business Development, Scuba Diving, Retirement, Finance, Investments, Series 7, Insurance, Management, Financial Services, Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Financial Analysis, Strategy, Strategic Planning
Education
Greico Financial Institution 1994 — 1995
Series 7,63, 9,10 NY State Life Insurance License
Kingsborough Community College 1989 — 1991
Timothy Delaney Timothy Delaney's Joseph Gunnar Experience 2015 - 2015
Job Summer Analyst at Joseph Gunnar & Co., LLC
Industry Financial Services
Experience
Bucknell University August 2012 - Present
Joseph Gunnar 2015 - 2015
AXA Advisors May 2014 - November 2014
Urban Compass January 2014 - May 2014
Goldman Sachs January 2014 - January 2014
Fundation, Inc. June 2013 - July 2013
Skills
People Skills, People-oriented, Social Networking, Highly personable, Competitive, Hardwork, Data Analysis, Modeling, Monte Carlo Simulation..., Microsoft Excel, Microsoft Word, Event Planning, Teamwork
Education
Bucknell University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Senior
Ward Melville High School
Bucknell University August 2012 - Present
Joseph Gunnar 2015 - 2015
AXA Advisors May 2014 - November 2014
Urban Compass January 2014 - May 2014
Goldman Sachs January 2014 - January 2014
Fundation, Inc. June 2013 - July 2013
Skills
People Skills, People-oriented, Social Networking, Highly personable, Competitive, Hardwork, Data Analysis, Modeling, Monte Carlo Simulation..., Microsoft Excel, Microsoft Word, Event Planning, Teamwork
Education
Bucknell University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Senior
Ward Melville High School
Indra Ramsahai's Joseph Gunnar Experience 1998 - 2008
Job Principal Financial Services Representative, Princor Registered Representative
Industry Financial Services
Experience
Aegis Capital LLC July 2008 - October 2013
Joseph Gunnar 1998 - 2008
Lew .Lieberbaum February 1991 - July 1998
Skills
Variable Annuities, Fixed Annuities, Asset Allocation, Estate Planning, Series 7, Series 63, Executive Benefit..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement..., Business Overheard..., Income Protection, Survivor Income, Buy-Sell Agreements, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, IRAs (Traditional &..., Term Life Insurance, Charitable Giving, Key Person Insurance, Universal Life Insurance, College Funding..., Long-Term care Insurance, Wellness Programs, Deferred Commpensation..., Mutual Funds, Wealth Accumulation, Dental Insurance, Pension Plans, Whole Life Insurance, 401(k), 403(b), SEP &..., Disability Income...
Education
New York University 2006 — 2007
Pace University 1981 — 1984
Finance and Financial Management Services
Aegis Capital LLC July 2008 - October 2013
Joseph Gunnar 1998 - 2008
Lew .Lieberbaum February 1991 - July 1998
Skills
Variable Annuities, Fixed Annuities, Asset Allocation, Estate Planning, Series 7, Series 63, Executive Benefit..., Split Dollar Plans, Business Continuation..., Financial Needs Analysis, Supplemental Retirement..., Business Overheard..., Income Protection, Survivor Income, Buy-Sell Agreements, Informal Business..., Tax-Deferred Savings, Buy-Sell Review, IRAs (Traditional &..., Term Life Insurance, Charitable Giving, Key Person Insurance, Universal Life Insurance, College Funding..., Long-Term care Insurance, Wellness Programs, Deferred Commpensation..., Mutual Funds, Wealth Accumulation, Dental Insurance, Pension Plans, Whole Life Insurance, 401(k), 403(b), SEP &..., Disability Income...
Education
New York University 2006 — 2007
Pace University 1981 — 1984
Finance and Financial Management Services
Shane Fitzgerald Shane Fitzgerald's Joseph Gunnar Experience October 2008 - February 2009
Job Data Scientist at True Fit Corporation
Industry Research
Experience
True Fit Corporation January 2014 - Present
Joslin Diabetes Center August 2013 - January 2014
Harvard Catalyst August 2013 - January 2014
Joslin Diabetes Center May 2012 - July 2013
University of Michigan September 2010 - April 2012
University of Michigan - Laboratory for Animal Research May 2011 - September 2011
University of Michigan - Development of Language and Literacy Center October 2010 - May 2011
Joseph Gunnar October 2008 - February 2009
New Jersey Transit May 2006 - September 2007
Skills
Statistics, R, SAS, SPSS, Data Analysis, Teacher Training, Statistical Modeling, Research, Teaching Experience, Logistic Regression, Data Mining, Stata, Grant Preparation, Mixed Model, Survey Research, Basics of Unix, Tableau, SQL, Python
Education
University of Michigan 2010 — 2012
Applied Statistics
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts
True Fit Corporation January 2014 - Present
Joslin Diabetes Center August 2013 - January 2014
Harvard Catalyst August 2013 - January 2014
Joslin Diabetes Center May 2012 - July 2013
University of Michigan September 2010 - April 2012
University of Michigan - Laboratory for Animal Research May 2011 - September 2011
University of Michigan - Development of Language and Literacy Center October 2010 - May 2011
Joseph Gunnar October 2008 - February 2009
New Jersey Transit May 2006 - September 2007
Skills
Statistics, R, SAS, SPSS, Data Analysis, Teacher Training, Statistical Modeling, Research, Teaching Experience, Logistic Regression, Data Mining, Stata, Grant Preparation, Mixed Model, Survey Research, Basics of Unix, Tableau, SQL, Python
Education
University of Michigan 2010 — 2012
Applied Statistics
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts
Keith Michelfelder Keith Michelfelder's Joseph Gunnar Experience June 1998 - Present
Job Managing Director at Joseph Gunnar
Industry Financial Services
Experience
Joseph Gunnar June 1998 - Present
Education
Allegheny College 1993 — 1998
Joseph Gunnar June 1998 - Present
Education
Allegheny College 1993 — 1998
Mike Papsidero's Joseph Gunnar Experience June 2000 - March 2003
Job Institutional Trader at TradeStation Securities
Industry Financial Services
Experience
TradeStation Securities 2003 - Present
Joseph Gunnar June 2000 - March 2003
Education
University at Buffalo 1987 — 1992
TradeStation Securities 2003 - Present
Joseph Gunnar June 2000 - March 2003
Education
University at Buffalo 1987 — 1992
Matthew Kosiewska's Joseph Gunnar Experience September 2008 - January 2009
Job CommonWealth Opportunity Capital
Industry Financial Services
Experience
CommonWealth Opportunity Capital June 2014 - Present
UBS March 2012 - June 2014
UBS July 2010 - March 2012
UBS June 2009 - August 2009
Smith Barney January 2009 - May 2009
Joseph Gunnar September 2008 - January 2009
Stillwater Capital Partners January 2008 - September 2008
Education
City University of New York-Hunter College 2006 — 2010
Bachelor of Arts (B.A.), Economics
CommonWealth Opportunity Capital June 2014 - Present
UBS March 2012 - June 2014
UBS July 2010 - March 2012
UBS June 2009 - August 2009
Smith Barney January 2009 - May 2009
Joseph Gunnar September 2008 - January 2009
Stillwater Capital Partners January 2008 - September 2008
Education
City University of New York-Hunter College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Daniel Tomchesin's Joseph Gunnar Experience June 2007 - December 2007
Job Consultant, Ethics and Compliance
Industry Financial Services
Experience
PwC March 2015 - August 2015
UBS November 2014 - January 2015
BlackRock March 2014 - May 2014
Dealogic April 2012 - July 2013
H&R Block December 2010 - December 2012
Project Hospitality June 2011 - January 2012
Value Line February 2008 - August 2008
Joseph Gunnar June 2007 - December 2007
Skills
Analysis, Microsoft Excel, Bloomberg, Research, Equities, Economics, Finance, Econometrics, Series 7, Financial Modeling, Tax, Financial Analysis, Financial Reporting, PowerPoint, Valuation, Capital Markets, Income Tax, Tax Preparation, Equity Research, Financial Statement..., Bloomberg Terminal, Mathematical Economics, Dodd-Frank, Microsoft Word, Microsoft Office, Investments, Equity Re, Compliance, Visio, V Lookups, MS Excel Pivot Tables, Client Service Oriented, FINRA, Fin, Fixed Income, Fixed Income Analysis, Equity Research Analysis, Managerial Finance, Leadership, Investment Banking, Data Analysis, Statistics, Risk Management, Portfolio Management, Equity Derivatives, Futures, Corporate Finance, Tax Research, Financial Services, Customer Service
Education
City University of New York-College of Staten Island
Bachelors of Science Degree, Economics Finance Concentration
PwC March 2015 - August 2015
UBS November 2014 - January 2015
BlackRock March 2014 - May 2014
Dealogic April 2012 - July 2013
H&R Block December 2010 - December 2012
Project Hospitality June 2011 - January 2012
Value Line February 2008 - August 2008
Joseph Gunnar June 2007 - December 2007
Skills
Analysis, Microsoft Excel, Bloomberg, Research, Equities, Economics, Finance, Econometrics, Series 7, Financial Modeling, Tax, Financial Analysis, Financial Reporting, PowerPoint, Valuation, Capital Markets, Income Tax, Tax Preparation, Equity Research, Financial Statement..., Bloomberg Terminal, Mathematical Economics, Dodd-Frank, Microsoft Word, Microsoft Office, Investments, Equity Re, Compliance, Visio, V Lookups, MS Excel Pivot Tables, Client Service Oriented, FINRA, Fin, Fixed Income, Fixed Income Analysis, Equity Research Analysis, Managerial Finance, Leadership, Investment Banking, Data Analysis, Statistics, Risk Management, Portfolio Management, Equity Derivatives, Futures, Corporate Finance, Tax Research, Financial Services, Customer Service
Education
City University of New York-College of Staten Island
Bachelors of Science Degree, Economics Finance Concentration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY