Joseph Gunnar & Co.
Industry: Company
DescriptionFounded: 1997 Subsidiaries: Joseph Gunnar & Co., LLC, Research Division, Joseph Gunnar & Co., Llc, Asset Management Arm
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Joseph Gunnar & Co. Employees
J.P. Morgan May 2013 - Present
Bank of America Merrill Lynch April 2011 - April 2013
Joseph Gunnar & Co. May 2007 - January 2011
Skills
Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Finance, Retirement Planning, Series 7, Financial Services, Retirement, Mortgage Lending, Insurance, Management, Small Business, Cash Management, Economics, Series 63, Securities, Asset Management, Bonds, Hedge Funds, Investment Banking, Strategic Financial..., Investment Strategies, Private Equity, Financial Markets, Estate Planning, Investment Advisory, Uniform Combined State..., Options, Investment Management
Education
Manhattan College 2005 — 2009
B.S., Finance & Economics
Chaminade High School 2001 — 2005
High School
Joseph Gunnar & Co. October 2014 - Present
EJ Sterling January 2014 - October 2014
Laidlaw & Company July 2013 - September 2013
Manager 2012 - July 2013
The Chart Lab December 2011 - January 2012
Luma Solutions December 2011 - January 2012
Oradell Public 2011 - 2012
Square Root Creative June 2010 - August 2010
Skills
Microsoft Office, Excel, Word, PowerPoint, Investments, Financial Analysis, Financial Planning, Economics, Microsoft Excel, Data Analysis, Risk Management, Microsoft Word, Time Management, Securities, Finance, Equities, Series 7, Marketing
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Bergen Catholic 2004 — 2008
Morgan Stanley 2006 - Present
Joseph Gunnar & Co. 2002 - 2006
Bluestone Capital Management 1998 - 2001
Skills
Capital Markets, Alternative Investments
Education
New York University
Ithaca College September 2012 - Present
Joseph Gunnar & Co. June 2015 - July 2015
Skills
Microsoft Office, Public Speaking, Research, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Higher Education, Facebook, Leadership, Strategic Planning, Time Management
Education
Ithaca College 2012 — 2016
Business administration with a concentration in Finance
N/A February 2011 - Present
FGI Risk Services August 2009 - February 2011
FGI Finance January 2009 - November 2009
Joseph Gunnar & Co. June 2008 - August 2008
Les Halles January 2007 - June 2008
Sazio November 2005 - December 2006
Bong Asian Fusion Restaurant February 2004 - October 2005
Skills
Valuation, Financial Modeling, Credit Risk, Portfolio Management, Risk Management, Financial Analysis, Finance, Corporate Finance, Credit, Management, CRM, Insurance, Sales
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
BS, Finance
Palm Beach Community College 2005 — 2006
Associates, Business
Richline Group, a Berkshire Hathaway Company March 2012 - Present
Pinnadyne Inc. August 2011 - Present
Joseph Gunnar & Co. March 2008 - July 2011
Investment Banking. Joseph Gunnar & Co March 2008 - July 2011
Brean Murray, Carret & Co. October 2005 - March 2008
Brean Murray, Carret & Co October 2005 - March 2008
Maxim Group October 2003 - October 2005
Investment Banking. Maxim Group LLC October 2003 - October 2005
Empire Technologies 2001 - 2002
Education
Pace University 2002 — 2004
B.B.A, Finance
Pace University - Lubin School of Business 2002 — 2004
BBA, Finance
Ocean County College 2000 — 2001
AAS, Business Administration
Ocean County College 2000 — 2001
A.A.S, Business Administration
Moscow State University of Civil Engineering 1997 — 1998
Economics and Management of Construction Business
Московский Государственный Строительный Университет (МГСУ) 1996 — 1997
Automated System Controls
Joseph Gunnar & Co. June 2014 - July 2014
Education
Florida State University 2015 — 2016
Master of Science (M.S.), Finance
Florida State University 2010 — 2015
Bachelor of Science (B.S.), Finance
FL Aviation Center 2013 — 2014
Pursuit of Private Pilot's License
MVM Advisors LLC September 2009 - Present
Adrian International LLC September 2009 - Present
Joseph Gunnar & Co. November 2008 - March 2010
Oppenheimer & Co. January 2003 - November 2008
Ehrenkrantz King Nussbaum Inc. August 2002 - December 2002
Weatherly Securities Inc. February 2002 - August 2002
Adrian International Ltd. February 1999 - December 2001
Microdyne Systems, Inc. June 1988 - January 1999
Skills
Sales Management, Portfolio Management, Life Insurance, Series 7, Accounting, Fixed Annuities, Strategic Planning, Bonds, Strategic Partnerships, Asset Allocation, Microsoft Excel, Equities, Retirement Planning, Start-ups, Tax, Private Equity, Risk Management, Mutual Funds, Asset Managment, New Business Development, Management Consulting, Hedge Funds, Compliance, Business Planning, Commercial Real Estate, Wealth Management, Entrepreneurship, 401k, Commodity, Corporate Finance, Separately Managed..., Cash Management, Forecasting, Investments, Real Estate, Credit, Negotiation, Investment Advisory, Financial Modeling, Business Strategy, Series 63, Series 65, Alternative Investments, Fixed Income, Business Development, Trading, Investment Management, Contract Negotiation, Commercial Banking, Budgets
Education
University of North Carolina at Greensboro 1999 — 2001
BA
University of North Carolina at Greensboro 1986 — 1988
Bachelor of Arts (BA), Communication, General
J.P. Morgan March 2015 - Present
J.P. Morgan June 2013 - February 2015
JP Morgan March 2010 - May 2013
Lubin Graduate Society May 2009 - December 2009
Joseph Gunnar & Co. July 2009 - October 2009
Lubin School of Business, Pace University September 2007 - May 2009
Lubin Graduate Society, Pace University May 2008 - April 2009
WallStreetI.com, LLC May 2008 - July 2008
Education
Pace University 2007 — 2009
MBA, Finance and Management
Pace University - Lubin School of Business 2007 — 2009
MBA, Investment Management and Strategic Management
Chernivci National 'Juriy Fedkovyc' University 2001 — 2002
Master's Degree
Chernivci National 'Juriy Fedkovyc' University 1997 — 2001
Bachelor's Degree, Economics
Joseph Gunnar & Co. February 2015 - Present
JH Darbie June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Leadership, Research, Social Media, Microsoft Word, Event Planning, Financial Modeling, Financial Markets
Education
Pace University - Lubin School of Business 2013 — 2017
Finance