Joseph Gunnar & Co, LLC
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, LLC Employees
Employee
Years
Job
Industry
Alexander Bonner Alexander Bonner's Joseph Gunnar & Co, LLC Experience June 2011 - June 2011
Job Student at University of Miami School of Business
Industry Marketing and Advertising
Experience
Florida Psychological Association November 2013 - March 2014
Northwestern Mutual May 2012 - August 2012
Joseph Gunnar & Co., LLC June 2011 - June 2011
Skills
Financial Analysis, Social Media, Project Planning, Analysis, Training, PowerPoint, Finance, Microsoft Excel, Minitab, Leadership, Data Analysis, Microsoft Word, Budgets, Teamwork, Time Management, Marketing, Management, Marketing Strategy, Strategic Planning
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Miami Palmetto Senior High 2006 — 2010
Florida Psychological Association November 2013 - March 2014
Northwestern Mutual May 2012 - August 2012
Joseph Gunnar & Co., LLC June 2011 - June 2011
Skills
Financial Analysis, Social Media, Project Planning, Analysis, Training, PowerPoint, Finance, Microsoft Excel, Minitab, Leadership, Data Analysis, Microsoft Word, Budgets, Teamwork, Time Management, Marketing, Management, Marketing Strategy, Strategic Planning
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Miami Palmetto Senior High 2006 — 2010
Marco Sementilli Marco Sementilli's Joseph Gunnar & Co, LLC Experience June 2010 - August 2010
Job Portfolio Design Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale February 2014 - Present
UBS Financial Services, Inc. November 2011 - February 2014
Cactus Salon & Day Spa August 2005 - December 2011
GLOBE Micro Loan Program January 2011 - May 2011
UBS Wealth Management January 2011 - April 2011
St. John's Student Managed Investment Fund September 2010 - December 2010
Joseph Gunnar & Co, LLC June 2010 - August 2010
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
BS, Finance, International Studies
City National Rochdale February 2014 - Present
UBS Financial Services, Inc. November 2011 - February 2014
Cactus Salon & Day Spa August 2005 - December 2011
GLOBE Micro Loan Program January 2011 - May 2011
UBS Wealth Management January 2011 - April 2011
St. John's Student Managed Investment Fund September 2010 - December 2010
Joseph Gunnar & Co, LLC June 2010 - August 2010
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
BS, Finance, International Studies
Justin Meshulam Justin Meshulam's Joseph Gunnar & Co, LLC Experience May 2013 - August 2013
Job Student at Bucknell University
Industry Financial Services
Experience
Bucknell Small Business Development Center January 2013 - December 2014
Goldman Sachs May 2014 - August 2014
Joseph Gunnar & Co, LLC May 2013 - August 2013
Imperial Capital Bank January 2013 - January 2013
Skills
Microsoft Excel, Bloomberg Terminal, Data Analysis, Statistics, Economics, Research
Education
Bucknell University 2011 — 2015
Bachelor's Degree, Accounting and Financial Management
Bucknell Small Business Development Center January 2013 - December 2014
Goldman Sachs May 2014 - August 2014
Joseph Gunnar & Co, LLC May 2013 - August 2013
Imperial Capital Bank January 2013 - January 2013
Skills
Microsoft Excel, Bloomberg Terminal, Data Analysis, Statistics, Economics, Research
Education
Bucknell University 2011 — 2015
Bachelor's Degree, Accounting and Financial Management
Mina Akladious Mina Akladious's Joseph Gunnar & Co, LLC Experience July 2009 - September 2010
Job Director of Sales
Industry Financial Services
Experience
Data One Merchant Services LLC September 2014 - Present
PRMG, Inc. April 2012 - Present
Data One Merchant Services LLC November 2010 - September 2014
Joseph Gunnar & Co, LLC July 2009 - September 2010
First Magnus Financial December 2005 - August 2007
Skills
Investments, Mortgage Lending, Credit, Banking, Loans, Portfolio Management, Financial Analysis, Strategic Financial..., Sales Management, Due Diligence, Wealth Management, Financial Modeling, New Business Development, Mortgage Banking, Refinance, FHA, Sales, Finance, Business Development, Residential Mortgages, Merchant Services
Education
Florida Atlantic University 2003 — 2005
Finance
Richard Stockton College of New Jersey 2000 — 2003
Finance, General
Data One Merchant Services LLC September 2014 - Present
PRMG, Inc. April 2012 - Present
Data One Merchant Services LLC November 2010 - September 2014
Joseph Gunnar & Co, LLC July 2009 - September 2010
First Magnus Financial December 2005 - August 2007
Skills
Investments, Mortgage Lending, Credit, Banking, Loans, Portfolio Management, Financial Analysis, Strategic Financial..., Sales Management, Due Diligence, Wealth Management, Financial Modeling, New Business Development, Mortgage Banking, Refinance, FHA, Sales, Finance, Business Development, Residential Mortgages, Merchant Services
Education
Florida Atlantic University 2003 — 2005
Finance
Richard Stockton College of New Jersey 2000 — 2003
Finance, General
Daniel Guilfoile Daniel Guilfoile's Joseph Gunnar & Co, LLC Experience August 2006 - September 2009
Job Managing Director Oberon Securities
Industry Investment Banking
Experience
Oberon Securities, LLC July 2014 - Present
John Thomas Financial August 2012 - June 2013
Corinthian Partners L.L.C. November 2010 - August 2012
Laidlaw & Company September 2009 - November 2010
Joseph Gunnar & Co, LLC August 2006 - September 2009
Pali Capital January 2003 - August 2006
Skills
Capital Raising, Underwriting, Public Equity Offerings, Private Equity, Registered Direct..., Deal Sourcing, Deal Structures, Restructuring, Restricted Stock, Bridge Financing, Capital Markets, Roadshows, Alternative Investments, Hedge Funds, IPO, Due Diligence, Investment Banking, Equities, Venture Capital, Mergers & Acquisitions, Valuation, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance
Villanova University 1978 — 1982
B.A. Economics
Oberon Securities, LLC July 2014 - Present
John Thomas Financial August 2012 - June 2013
Corinthian Partners L.L.C. November 2010 - August 2012
Laidlaw & Company September 2009 - November 2010
Joseph Gunnar & Co, LLC August 2006 - September 2009
Pali Capital January 2003 - August 2006
Skills
Capital Raising, Underwriting, Public Equity Offerings, Private Equity, Registered Direct..., Deal Sourcing, Deal Structures, Restructuring, Restricted Stock, Bridge Financing, Capital Markets, Roadshows, Alternative Investments, Hedge Funds, IPO, Due Diligence, Investment Banking, Equities, Venture Capital, Mergers & Acquisitions, Valuation, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance
Villanova University 1978 — 1982
B.A. Economics
Jon Hurd, CAMS Jon Hurd, CAMS's Joseph Gunnar & Co, LLC Experience 2000 - 2001
Job Asgard Regulatory Group, LLC
Industry Financial Services
Experience
Asgard Regulatory Group, LLC August 2008 - Present
The Winter Group January 2006 - September 2008
North Fork Bank 2001 - 2006
Joseph Gunnar & Co., LLC 2000 - 2001
NASD 1995 - 2000
Skills
Employee Benefits, Investment Advisory, Hedge Funds, Asset Management, Benefits, Broker-Dealer, Regulatory Policy, Compliance, Asset Managment, Securitization, Investment Banking, Trading, Securities, ETFs, Mortgage Lending, FINRA, Financial Risk, AML, SEC, Capital Markets, Investments, Financial Advisory, Bloomberg, Wealth Management, Series 7, Financial Services, Finance, Risk Management, Equities, Securities Regulation, Mutual Funds, Corporate Law, Options, Financial Markets, Private Placements, Fixed Income, Equity Trading, Bonds, Investment Management
Education
Dowling College 1998 — 2000
Master of Business Administration (M.B.A.), Banking and Finance
Dowling College 1991 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Asgard Regulatory Group, LLC August 2008 - Present
The Winter Group January 2006 - September 2008
North Fork Bank 2001 - 2006
Joseph Gunnar & Co., LLC 2000 - 2001
NASD 1995 - 2000
Skills
Employee Benefits, Investment Advisory, Hedge Funds, Asset Management, Benefits, Broker-Dealer, Regulatory Policy, Compliance, Asset Managment, Securitization, Investment Banking, Trading, Securities, ETFs, Mortgage Lending, FINRA, Financial Risk, AML, SEC, Capital Markets, Investments, Financial Advisory, Bloomberg, Wealth Management, Series 7, Financial Services, Finance, Risk Management, Equities, Securities Regulation, Mutual Funds, Corporate Law, Options, Financial Markets, Private Placements, Fixed Income, Equity Trading, Bonds, Investment Management
Education
Dowling College 1998 — 2000
Master of Business Administration (M.B.A.), Banking and Finance
Dowling College 1991 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Joseph Martins Joseph Martins's Joseph Gunnar & Co, LLC Experience June 2012 - August 2012
Job Load Planner at PFS Logistics
Industry Logistics and Supply Chain
Experience
CaraBella January 2014 - Present
Preferred Freezer Services Logistics September 2013 - Present
Preferred Freezer Services January 2013 - September 2013
Joseph Gunnar & Co, LLC June 2012 - August 2012
Brookstone Securities November 2010 - June 2012
The Shauger Group, Inc. February 2009 - October 2009
Skills
Investments, Equities, Sales, Series 7, Wealth Management, Series 63, Securities, Financial Services, Financial Analysis, Strategic Financial..., Finance, Financial Advisory, Trading, Asset Allocation, Asset Management, Risk Management, Relationship Management, Logistics, Transportation, Financial Planning, Supply Chain Management
Education
Pace University - Lubin School of Business 2006 — 2008
BBA, Finance, Economics
CaraBella January 2014 - Present
Preferred Freezer Services Logistics September 2013 - Present
Preferred Freezer Services January 2013 - September 2013
Joseph Gunnar & Co, LLC June 2012 - August 2012
Brookstone Securities November 2010 - June 2012
The Shauger Group, Inc. February 2009 - October 2009
Skills
Investments, Equities, Sales, Series 7, Wealth Management, Series 63, Securities, Financial Services, Financial Analysis, Strategic Financial..., Finance, Financial Advisory, Trading, Asset Allocation, Asset Management, Risk Management, Relationship Management, Logistics, Transportation, Financial Planning, Supply Chain Management
Education
Pace University - Lubin School of Business 2006 — 2008
BBA, Finance, Economics
Schuyler Tully Schuyler Tully's Joseph Gunnar & Co, LLC Experience November 2011 - November 2012
Job Investment Associate at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. November 2014 - Present
Aegis Capital November 2012 - October 2014
Joseph Gunnar & Co, LLC November 2011 - November 2012
World Equity Group November 2008 - November 2011
Kovack Securities January 2009 - June 2009
Laidlaw & Company May 2007 - November 2008
Allan Gershowitz Sec. Corp May 2004 - September 2004
Skills
IT Management, Financial Analysis, Investments, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Equities, Strategic Financial..., Risk Management, Series 7, Securities, Fixed Income, Alternative Investments, Finance, Bloomberg
Education
University of Rhode Island 2003 — 2007
Bachelor of Arts, Economics
Cold Spring Harbor High School (2003) 2000 — 2003
Paulson Investment Co. November 2014 - Present
Aegis Capital November 2012 - October 2014
Joseph Gunnar & Co, LLC November 2011 - November 2012
World Equity Group November 2008 - November 2011
Kovack Securities January 2009 - June 2009
Laidlaw & Company May 2007 - November 2008
Allan Gershowitz Sec. Corp May 2004 - September 2004
Skills
IT Management, Financial Analysis, Investments, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Equities, Strategic Financial..., Risk Management, Series 7, Securities, Fixed Income, Alternative Investments, Finance, Bloomberg
Education
University of Rhode Island 2003 — 2007
Bachelor of Arts, Economics
Cold Spring Harbor High School (2003) 2000 — 2003
Kyle Poplawski Kyle Poplawski's Joseph Gunnar & Co, LLC Experience March 2014 - Present
Job Financial Consultant
Industry Financial Services
Experience
Joseph Gunnar & Co., LLC March 2014 - Present
Benchmarc Restaurants by Marc Murphy January 2013 - February 2014
Barokas Public Relations March 2012 - June 2012
Lehmbecker Law June 2011 - September 2011
Skills
Customer Service, Public Relations, Sales, Social Media, Social Networking, Public Speaking, Series 7, Series 63, Media Relations, Customer Engagement, Trade Finance, Customer Satisfaction, Political Communication, Uniform Securities Agent, Hospitality, Equities, Investments, Wealth Management, Equity Trading, Microsoft Excel, Social Media Marketing, Facebook, Communication, Management, Leadership
Education
University of Washington 2008 — 2011
Bachelor of Arts (B.A.), Political Science & Communications
Bellevue Community College 2006 — 2008
Joseph Gunnar & Co., LLC March 2014 - Present
Benchmarc Restaurants by Marc Murphy January 2013 - February 2014
Barokas Public Relations March 2012 - June 2012
Lehmbecker Law June 2011 - September 2011
Skills
Customer Service, Public Relations, Sales, Social Media, Social Networking, Public Speaking, Series 7, Series 63, Media Relations, Customer Engagement, Trade Finance, Customer Satisfaction, Political Communication, Uniform Securities Agent, Hospitality, Equities, Investments, Wealth Management, Equity Trading, Microsoft Excel, Social Media Marketing, Facebook, Communication, Management, Leadership
Education
University of Washington 2008 — 2011
Bachelor of Arts (B.A.), Political Science & Communications
Bellevue Community College 2006 — 2008
Steven Perrotto's Joseph Gunnar & Co, LLC Experience May 2014 - August 2014
Job Equity Research Associate at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC January 2015 - Present
FXCM August 2014 - December 2014
Joseph Gunnar & Co, LLC May 2014 - August 2014
The Baiocco And Maldari Connection January 2014 - May 2014
Metropolitan Opera May 2012 - September 2012
Skills
Information Systems, Java, Dreamweaver, Estonian, Spanish, Microsoft Excel, Microsoft Word, HTML, Photoshop, Management, Finance, Social Networking, PowerPoint, Public Speaking, Social Media, Economics, Teamwork, Research, Time Management
Education
Pace University - Lubin School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
SUNY Rockland 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Mathematics and Science, 3.7 GPA
North Rockland
Wolfe Research, LLC January 2015 - Present
FXCM August 2014 - December 2014
Joseph Gunnar & Co, LLC May 2014 - August 2014
The Baiocco And Maldari Connection January 2014 - May 2014
Metropolitan Opera May 2012 - September 2012
Skills
Information Systems, Java, Dreamweaver, Estonian, Spanish, Microsoft Excel, Microsoft Word, HTML, Photoshop, Management, Finance, Social Networking, PowerPoint, Public Speaking, Social Media, Economics, Teamwork, Research, Time Management
Education
Pace University - Lubin School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
SUNY Rockland 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Mathematics and Science, 3.7 GPA
North Rockland
Kimberly Sokoloff, CMT Kimberly Sokoloff, CMT's Joseph Gunnar & Co, LLC Experience 2007 - 2011
Job Technical Analyst Looking for a New Opportunity
Industry Financial Services
Experience
Chaikin Analytics LLC August 2013 - December 2014
Joseph Gunnar & Co, LLC 2007 - 2011
Skills
Microsoft Excel, Equities, Trading, English, Customer Service, Research, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg, Equity Trading, Investments, Financial Markets, Capital Markets, Negotiation, Series 7, Outlook, Financial Analysis, Portfolio Management, Securities, Series 63, ETFs, Options, Hedge Funds, Alternative Investments, Asset Allocation, Financial Modeling, Investment Advisory, Fixed Income, Wealth Management, Commodity, Hedging, Asset Management, Investment Banking, Investment Strategies, Bonds, Mutual Funds, Technical Analysis, Trading Systems, Currency, Banking, Private Equity, Stocks, Equity Research, Risk Management, Financial Services, Bloomberg Terminal, Investment Management, Financial Advisory, Valuation
Education
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Management and Marketing
Chaikin Analytics LLC August 2013 - December 2014
Joseph Gunnar & Co, LLC 2007 - 2011
Skills
Microsoft Excel, Equities, Trading, English, Customer Service, Research, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg, Equity Trading, Investments, Financial Markets, Capital Markets, Negotiation, Series 7, Outlook, Financial Analysis, Portfolio Management, Securities, Series 63, ETFs, Options, Hedge Funds, Alternative Investments, Asset Allocation, Financial Modeling, Investment Advisory, Fixed Income, Wealth Management, Commodity, Hedging, Asset Management, Investment Banking, Investment Strategies, Bonds, Mutual Funds, Technical Analysis, Trading Systems, Currency, Banking, Private Equity, Stocks, Equity Research, Risk Management, Financial Services, Bloomberg Terminal, Investment Management, Financial Advisory, Valuation
Education
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Management and Marketing
Steven P. Masiello Steven P. Masiello's Joseph Gunnar & Co, LLC Experience April 2013 - November 2014
Job at
Industry Financial Services
Experience
South East Investments November 2014 - Present
Adams Wealth Management Group July 2012 - Present
Joseph Gunnar & Co, LLC April 2013 - November 2014
Charles Vista, LLC June 2012 - October 2012
John Thomas Financial November 2009 - December 2011
HS Financial October 2005 - October 2009
Skills
Wealth Management, Investment Banking, Mergers, Series 63, Series 7, Equities, Securities, Trading, Alternative Investments, Options, Mutual Funds, Equity Trading, Portfolio Management, Investments, Asset Allocation, Asset Managment, Capital Markets, Bloomberg, Strategic Financial..., Private Equity, Investment Advisory, Financial Risk, Risk Management, Investment Strategies, ETFs, Finance, Corporate Finance, Stocks, Financial Advisory, Equity Research, High Net Worth..., Investment Management, Uniform Combined State..., Financial Services, Wealth, Hedging, Due Diligence, Financial Markets, Fixed Income, Hedge Funds
Education
Katherine Gibbs School
NYU Stern School of Business
South East Investments November 2014 - Present
Adams Wealth Management Group July 2012 - Present
Joseph Gunnar & Co, LLC April 2013 - November 2014
Charles Vista, LLC June 2012 - October 2012
John Thomas Financial November 2009 - December 2011
HS Financial October 2005 - October 2009
Skills
Wealth Management, Investment Banking, Mergers, Series 63, Series 7, Equities, Securities, Trading, Alternative Investments, Options, Mutual Funds, Equity Trading, Portfolio Management, Investments, Asset Allocation, Asset Managment, Capital Markets, Bloomberg, Strategic Financial..., Private Equity, Investment Advisory, Financial Risk, Risk Management, Investment Strategies, ETFs, Finance, Corporate Finance, Stocks, Financial Advisory, Equity Research, High Net Worth..., Investment Management, Uniform Combined State..., Financial Services, Wealth, Hedging, Due Diligence, Financial Markets, Fixed Income, Hedge Funds
Education
Katherine Gibbs School
NYU Stern School of Business
Michael Burkoff Michael Burkoff's Joseph Gunnar & Co, LLC Experience 1999 - 2001
Job Sr. Vice President at Forte Capital Group
Industry Financial Services
Experience
Forte Capital Group / National Securities 2001 - Present
Joseph Gunnar & Co, LLC 1999 - 2001
Skills
Investments, Securities, FINRA, ETFs, Portfolio Management, Capital Markets, Mutual Funds, Asset Allocation, Alternative Investments, College Savings Plans, Retirement, Equities, Bonds, Hedge Funds, Trading, Private Equity, Equity Research, Estate Planning, Financial Services, Fixed Income, Options, Derivatives, Equity Trading, IRAs, High Net Worth..., Wealth, Investment Strategies, Asset Management, Investment Management, Wealth Accumulation, Stocks, Wealth Management..., 401k Rollovers, Financial Markets, Capital Raising, Syndicate
Education
City University of New York-College of Staten Island
Forte Capital Group / National Securities 2001 - Present
Joseph Gunnar & Co, LLC 1999 - 2001
Skills
Investments, Securities, FINRA, ETFs, Portfolio Management, Capital Markets, Mutual Funds, Asset Allocation, Alternative Investments, College Savings Plans, Retirement, Equities, Bonds, Hedge Funds, Trading, Private Equity, Equity Research, Estate Planning, Financial Services, Fixed Income, Options, Derivatives, Equity Trading, IRAs, High Net Worth..., Wealth, Investment Strategies, Asset Management, Investment Management, Wealth Accumulation, Stocks, Wealth Management..., 401k Rollovers, Financial Markets, Capital Raising, Syndicate
Education
City University of New York-College of Staten Island
Chris Kalatoudis Chris Kalatoudis's Joseph Gunnar & Co, LLC Experience December 2005 - January 2007
Job Vice President of Investments at Worden Capital Managment LLC
Industry Financial Services
Experience
Worden Capital Managment LLC November 2013 - Present
National Securities August 2013 - November 2013
John Thomas Financial January 2007 - June 2013
Joseph Gunnar & Co, LLC December 2005 - January 2007
S. W. Bach & Co. September 2005 - December 2005
Ehrenkrantz, King, and Nussbaum January 2005 - August 2005
Long Beach Medical Center September 2003 - September 2004
Skills
I always come through..., Management, Investments, Entrepreneurship, Risk Management, Finance, Training, Securities, Investment Banking, Time Management, Options, Series 63, Real Estate, Team Management, Cold Calling, Series 7, Equities, Mutual Funds, Portfolio Management, Alternative Investments
Education
D'Youville College 1999 — 2003
Bachelor of Science Biology
Oceanside High School
Worden Capital Managment LLC November 2013 - Present
National Securities August 2013 - November 2013
John Thomas Financial January 2007 - June 2013
Joseph Gunnar & Co, LLC December 2005 - January 2007
S. W. Bach & Co. September 2005 - December 2005
Ehrenkrantz, King, and Nussbaum January 2005 - August 2005
Long Beach Medical Center September 2003 - September 2004
Skills
I always come through..., Management, Investments, Entrepreneurship, Risk Management, Finance, Training, Securities, Investment Banking, Time Management, Options, Series 63, Real Estate, Team Management, Cold Calling, Series 7, Equities, Mutual Funds, Portfolio Management, Alternative Investments
Education
D'Youville College 1999 — 2003
Bachelor of Science Biology
Oceanside High School
Sarah Hare Sarah Hare's Joseph Gunnar & Co, LLC Experience 2009 - 2009
Job Account Services Advisory at EY
Industry Financial Services
Experience
EY 2014 - Present
Xaxis 2014 - 2014
Imaging On Call 2009 - 2013
Joseph Gunnar & Co, LLC 2009 - 2009
Skills
Microsoft Office, Radiology, Healthcare Information..., Medical Devices, Medical Imaging, Healthcare, HL7, Hospitals, Process Improvement, EMR, Hardware Diagnostics, Healthcare Management, EHR, MRI, Digital Imaging, Digital Media, Digital Strategy, Project Finance, Corporate Financial..., Social Media Marketing, Financial Reporting, PowerPoint development, MS Excel Pivot Tables, Data Analysis, Business Process..., Digital Marketing, Marketing Strategy, Organizational Behavior, Financial Accounting
Education
Baruch College 2014 — 2016
Executive Master of Business Administration (EMBA)
Manhattan College
Bachelors, Finance
EY 2014 - Present
Xaxis 2014 - 2014
Imaging On Call 2009 - 2013
Joseph Gunnar & Co, LLC 2009 - 2009
Skills
Microsoft Office, Radiology, Healthcare Information..., Medical Devices, Medical Imaging, Healthcare, HL7, Hospitals, Process Improvement, EMR, Hardware Diagnostics, Healthcare Management, EHR, MRI, Digital Imaging, Digital Media, Digital Strategy, Project Finance, Corporate Financial..., Social Media Marketing, Financial Reporting, PowerPoint development, MS Excel Pivot Tables, Data Analysis, Business Process..., Digital Marketing, Marketing Strategy, Organizational Behavior, Financial Accounting
Education
Baruch College 2014 — 2016
Executive Master of Business Administration (EMBA)
Manhattan College
Bachelors, Finance
Joseph Coan Joseph Coan's Joseph Gunnar & Co, LLC Experience May 2013 - June 2014
Job Managing Partner at L. Coan & Sons Inc.
Industry Financial Services
Experience
L. Coan & Sons Inc. June 2014 - Present
Joseph Gunnar & Co, LLC May 2013 - June 2014
Corporate Technologies LLC September 2012 - November 2012
N&J Tile January 2011 - August 2012
L. Coan & Son Ceramic Tile and Marble LLC. March 2002 - August 2012
Skills
Finance, Direct Sales, Sales Process, Series 7, Series 63, Financial Analysis, Strategic Financial..., Risk Management, Risk Assessment, Hedging, Quantitative Finance, Personal Financial..., Personal Finance, Securities, Investments
Education
Montclair State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration; Finance, 3.5
L. Coan & Sons Inc. June 2014 - Present
Joseph Gunnar & Co, LLC May 2013 - June 2014
Corporate Technologies LLC September 2012 - November 2012
N&J Tile January 2011 - August 2012
L. Coan & Son Ceramic Tile and Marble LLC. March 2002 - August 2012
Skills
Finance, Direct Sales, Sales Process, Series 7, Series 63, Financial Analysis, Strategic Financial..., Risk Management, Risk Assessment, Hedging, Quantitative Finance, Personal Financial..., Personal Finance, Securities, Investments
Education
Montclair State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration; Finance, 3.5
Ahmed Gheith Ahmed Gheith's Joseph Gunnar & Co, LLC Experience November 2010 - August 2011
Job Private Equity Venture Group
Industry Financial Services
Experience
Paulson Investment Company 2014 - Present
Aegis Capital March 2013 - October 2013
Cabot Lodge Securities August 2012 - March 2013
Joseph Gunnar & Co, LLC November 2010 - August 2011
Gheith Wireless Distributors, Inc. August 2009 - November 2010
Skills
Microsoft Office, Hoovers, Quickbooks, Equities, Series 7, Investments, Investment Banking, Private Equity, Fixed Income, Series 63, Foreign Exchange, Trading Systems, Financial Modeling, Equity Trading, Options, Financial Analysis, Portfolio Management, Wealth Management, Microsoft Excel, Alternative Investments, PowerPoint, Finance, Bonds, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds
Education
Saint John's University 2006 — 2010
Bachelor of Science, Finance
Penn State University 2005 — 2006
Finance, General
Brooklyn Tech High School 2001 — 2005
Civil Engineering
Al Noor School
Al Noor School
Al Noor School
Paulson Investment Company 2014 - Present
Aegis Capital March 2013 - October 2013
Cabot Lodge Securities August 2012 - March 2013
Joseph Gunnar & Co, LLC November 2010 - August 2011
Gheith Wireless Distributors, Inc. August 2009 - November 2010
Skills
Microsoft Office, Hoovers, Quickbooks, Equities, Series 7, Investments, Investment Banking, Private Equity, Fixed Income, Series 63, Foreign Exchange, Trading Systems, Financial Modeling, Equity Trading, Options, Financial Analysis, Portfolio Management, Wealth Management, Microsoft Excel, Alternative Investments, PowerPoint, Finance, Bonds, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds
Education
Saint John's University 2006 — 2010
Bachelor of Science, Finance
Penn State University 2005 — 2006
Finance, General
Brooklyn Tech High School 2001 — 2005
Civil Engineering
Al Noor School
Al Noor School
Al Noor School
Toni-Ann Lena Toni-Ann Lena's Joseph Gunnar & Co, LLC Experience January 2012 - April 2012
Job Consultant at Office Depot
Industry Retail
Experience
Office Depot January 2015 - Present
Office Depot August 2013 - Present
Ross Stores, Inc. May 2012 - July 2013
Joseph Gunnar & Co, LLC January 2012 - April 2012
Skills
Forecasting, Finance, Retail, Income Statement, Merchandise Planning, Profit, Customer Service, Store Management, Pricing Analysis, Competitive Analysis, Microsoft Excel, Pricing Strategy
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance, General
Office Depot January 2015 - Present
Office Depot August 2013 - Present
Ross Stores, Inc. May 2012 - July 2013
Joseph Gunnar & Co, LLC January 2012 - April 2012
Skills
Forecasting, Finance, Retail, Income Statement, Merchandise Planning, Profit, Customer Service, Store Management, Pricing Analysis, Competitive Analysis, Microsoft Excel, Pricing Strategy
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance, General
Nelson Baquet's Joseph Gunnar & Co, LLC Experience September 2015 - Present
Job Vice President Institutional Sales at Joseph Gunnar & CO, LLC
Industry Investment Banking
Experience
Joseph Gunnar & CO, LLC September 2015 - Present
Aegis Capital September 2011 - September 2015
Rodman & Renshaw August 2010 - September 2011
Fordham Financial Management June 2008 - August 2010
Citi May 2007 - July 2007
Skills
Series 7, Trading, Equities, Series 63, Equity Research, Equity Capital Markets, FINRA, Equity Valuation, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Institutional, Financial Markets, Alternative Investments, Investments, Options, Fixed Income, Securities, Bloomberg Terminal, Equity Trading, Investor Relations, Bonds, Electronic Trading, Asset Management, Investment Strategies, Emerging Markets, Private Placements, Series 24
Education
University of Central Florida 2004 — 2008
BS, Finance
Joseph Gunnar & CO, LLC September 2015 - Present
Aegis Capital September 2011 - September 2015
Rodman & Renshaw August 2010 - September 2011
Fordham Financial Management June 2008 - August 2010
Citi May 2007 - July 2007
Skills
Series 7, Trading, Equities, Series 63, Equity Research, Equity Capital Markets, FINRA, Equity Valuation, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Institutional, Financial Markets, Alternative Investments, Investments, Options, Fixed Income, Securities, Bloomberg Terminal, Equity Trading, Investor Relations, Bonds, Electronic Trading, Asset Management, Investment Strategies, Emerging Markets, Private Placements, Series 24
Education
University of Central Florida 2004 — 2008
BS, Finance
E. Andrew Martinez's Joseph Gunnar & Co, LLC Experience January 2013 - September 2014
Job Equity Portfolio Manager at McBarron Capital
Industry Investment Management
Experience
McBarron Capital August 2015 - Present
National Securities September 2014 - August 2015
Joseph Gunnar & Co, LLC January 2013 - September 2014
Vision Financial Markets LLC January 2009 - February 2011
Skills
Private Placements, Fixed Income, Equities, Series 63, Secondary Offerings, Series 7, Investments, Portfolio Management, Financial Markets, Finance, Bloomberg, Commodity, Financial Advisory, Securities, Financial Analysis, Alternative Investments, Sales
Education
Sacred Heart University
Bachelor of Science (BS), Finance at the John F. Welch School of Business
McBarron Capital August 2015 - Present
National Securities September 2014 - August 2015
Joseph Gunnar & Co, LLC January 2013 - September 2014
Vision Financial Markets LLC January 2009 - February 2011
Skills
Private Placements, Fixed Income, Equities, Series 63, Secondary Offerings, Series 7, Investments, Portfolio Management, Financial Markets, Finance, Bloomberg, Commodity, Financial Advisory, Securities, Financial Analysis, Alternative Investments, Sales
Education
Sacred Heart University
Bachelor of Science (BS), Finance at the John F. Welch School of Business
Anetta Tovt Anetta Tovt's Joseph Gunnar & Co, LLC Experience September 2013 - January 2015
Job Associate at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
Joseph Gunnar & Co, LLC September 2013 - January 2015
Skills
Portfolio Management, Securities, Wealth Management, Financial Analysis, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Financial Markets, Hedge Funds, Customer Service, Public Speaking, Microsoft Excel
Education
Pace University - Lubin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
International Fund Services (NA) LLC, A State Street Company January 2015 - Present
Joseph Gunnar & Co, LLC September 2013 - January 2015
Skills
Portfolio Management, Securities, Wealth Management, Financial Analysis, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Financial Markets, Hedge Funds, Customer Service, Public Speaking, Microsoft Excel
Education
Pace University - Lubin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Rialda Kuc Rialda Kuc's Joseph Gunnar & Co, LLC Experience August 2011 - February 2012
Job Baron Capital Group, Inc.
Industry Financial Services
Experience
Baron Capital Group, Inc. August 2014 - Present
Clarfeld Financial Advisors June 2012 - August 2014
Cardinal McCloskey Services February 2012 - June 2012
Joseph Gunnar & Co, LLC August 2011 - February 2012
Education
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Baron Capital Group, Inc. August 2014 - Present
Clarfeld Financial Advisors June 2012 - August 2014
Cardinal McCloskey Services February 2012 - June 2012
Joseph Gunnar & Co, LLC August 2011 - February 2012
Education
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Jonathan Keren Jonathan Keren's Joseph Gunnar & Co, LLC Experience June 2012 - August 2012
Job Core Technology Business Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
The Alberleen Group August 2014 - September 2014
ERG Property Advisors July 2014 - August 2014
Rosenzweig Financial Services June 2014 - July 2014
Brown and Brown Insurance June 2013 - August 2013
Joseph Gunnar & Co, LLC June 2012 - August 2012
Leviton June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Management, Research, Marketing, Social Networking, Finance
Education
University of Michigan 2012 — 2015
Paul D. Schreiber High School 2008 — 2011
Oracle June 2015 - Present
The Alberleen Group August 2014 - September 2014
ERG Property Advisors July 2014 - August 2014
Rosenzweig Financial Services June 2014 - July 2014
Brown and Brown Insurance June 2013 - August 2013
Joseph Gunnar & Co, LLC June 2012 - August 2012
Leviton June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Management, Research, Marketing, Social Networking, Finance
Education
University of Michigan 2012 — 2015
Paul D. Schreiber High School 2008 — 2011
Avraham Milman's Joseph Gunnar & Co, LLC Experience September 2013 - December 2013
Job Operations at State Street (IFS)
Industry Financial Services
Experience
State Street October 2014 - Present
Laura’s Gems June 2011 - April 2014
Joseph Gunnar & Co, LLC September 2013 - December 2013
Skills
Investments, Customer Service, Management, Finance, E-commerce, Equities, Sales, Bloomberg, Teamwork, Sales Management, Sales Operations, Trading Systems, Risk Management, Market Research, Customer Insight, Online Communications, PowerPoint, Presentations, Marketing Strategy, Marketing
Education
Pace University 2009 — 2014
Bachelor of Business Administration, Finance
Pace University 2009 — 2013
Bachelor of Business Administration (B.B.A.) in Finance, International Finance, Valuation of the Firm, Options Futures and Swaps, and Insufficient Markets
State Street October 2014 - Present
Laura’s Gems June 2011 - April 2014
Joseph Gunnar & Co, LLC September 2013 - December 2013
Skills
Investments, Customer Service, Management, Finance, E-commerce, Equities, Sales, Bloomberg, Teamwork, Sales Management, Sales Operations, Trading Systems, Risk Management, Market Research, Customer Insight, Online Communications, PowerPoint, Presentations, Marketing Strategy, Marketing
Education
Pace University 2009 — 2014
Bachelor of Business Administration, Finance
Pace University 2009 — 2013
Bachelor of Business Administration (B.B.A.) in Finance, International Finance, Valuation of the Firm, Options Futures and Swaps, and Insufficient Markets
Joshua Wilensky Joshua Wilensky's Joseph Gunnar & Co, LLC Experience November 2011 - September 2012
Job Healthcare Provider Recruiter & Network Analyst
Industry Hospital & Health Care
Experience
MagnaCare September 2014 - Present
MagnaCare May 2013 - August 2014
GreenDustries October 2012 - May 2013
Joseph Gunnar & Co, LLC November 2011 - September 2012
Eskay Novelties April 2011 - November 2011
Sterling AMG 2009 - 2010
HRP July 2007 - May 2009
IDT June 2005 - August 2005
Skills
Social Media, Marketing, Management, Sales, Research, Microsoft Excel, Negotiation, Digital Media, Social Media Marketing, Social Networking, Online Advertising, PowerPoint, Marketing Strategy
Education
City University of New York-Queens College 2004 — 2007
Bachelor's Degree, Honors Business and Media Studies
Nassau Community College 2002 — 2004
Associate's Degree, Liberal Arts
MagnaCare September 2014 - Present
MagnaCare May 2013 - August 2014
GreenDustries October 2012 - May 2013
Joseph Gunnar & Co, LLC November 2011 - September 2012
Eskay Novelties April 2011 - November 2011
Sterling AMG 2009 - 2010
HRP July 2007 - May 2009
IDT June 2005 - August 2005
Skills
Social Media, Marketing, Management, Sales, Research, Microsoft Excel, Negotiation, Digital Media, Social Media Marketing, Social Networking, Online Advertising, PowerPoint, Marketing Strategy
Education
City University of New York-Queens College 2004 — 2007
Bachelor's Degree, Honors Business and Media Studies
Nassau Community College 2002 — 2004
Associate's Degree, Liberal Arts
Cori Rist Cori Rist's Joseph Gunnar & Co, LLC Experience January 2007 - August 2009
Job Associate Producer/ Beauty & Fashion Correspondent "Live It Up!" TV Show WLNY CBS10
Industry Media Production
Experience
CBS Television Studios November 2014 - Present
NBC 24 - WNWO June 2013 - December 2014
My It Things, LLC. February 2013 - December 2014
Simply Put Life, LLC September 2012 - September 2014
Joseph Gunnar & Co, LLC January 2007 - August 2009
Freelance Model & Actress June 1996 - August 2007
Royal Hutton Securities Corp. January 1998 - August 1999
Skills
Home Staging, Fashion, Relocation, Interior Design, Sketching, Finish Selections, Color Schemes, Floor Plans, Time Management, Marketing, Advertising, Online Marketing, Photography, Kitchen & Bath Design, Graphic Design, Accessorizing, Window Coverings, Bedding, Marketing Strategy, Sales Management, Art Selection, Custom Draperies, Model Homes, Brand Development, Social Media Marketing, Hosting, Media Production, Production Planning, Media, Advertising Sales, Entertainment, Fundraising, Television, New Media, Entrepreneurship, Management, Film, Brand Awareness, Social Media, Public Relations
Education
Conservatory of Esthetics
Certified Make-Up Artist, Make-Up Artist/Specialist
Lourdes University
Art Therapy/Therapist
Owens Community College
Associate of Arts (AA), Communications
Greico Financial Training Institue- Wall Street
Series 7, Banking, Corporate, Finance, and Securities Law
CBS Television Studios November 2014 - Present
NBC 24 - WNWO June 2013 - December 2014
My It Things, LLC. February 2013 - December 2014
Simply Put Life, LLC September 2012 - September 2014
Joseph Gunnar & Co, LLC January 2007 - August 2009
Freelance Model & Actress June 1996 - August 2007
Royal Hutton Securities Corp. January 1998 - August 1999
Skills
Home Staging, Fashion, Relocation, Interior Design, Sketching, Finish Selections, Color Schemes, Floor Plans, Time Management, Marketing, Advertising, Online Marketing, Photography, Kitchen & Bath Design, Graphic Design, Accessorizing, Window Coverings, Bedding, Marketing Strategy, Sales Management, Art Selection, Custom Draperies, Model Homes, Brand Development, Social Media Marketing, Hosting, Media Production, Production Planning, Media, Advertising Sales, Entertainment, Fundraising, Television, New Media, Entrepreneurship, Management, Film, Brand Awareness, Social Media, Public Relations
Education
Conservatory of Esthetics
Certified Make-Up Artist, Make-Up Artist/Specialist
Lourdes University
Art Therapy/Therapist
Owens Community College
Associate of Arts (AA), Communications
Greico Financial Training Institue- Wall Street
Series 7, Banking, Corporate, Finance, and Securities Law
Stephan Savin Stephan Savin's Joseph Gunnar & Co, LLC Experience September 2013 - December 2013
Job Summer Financial Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2015 - Present
Merrill Lynch December 2014 - March 2015
Merrill Lynch September 2014 - December 2014
Laidlaw & Company UK Ltd. February 2014 - September 2014
Joseph Gunnar & Co, LLC September 2013 - December 2013
Pace University September 2013 - December 2013
Oppenheimer & Co. January 2013 - April 2013
Skills
Social Media, Leadership, Skilled Communicator, Entrepreneurship, Investments, Microsoft Office, HTML, Study Skills, Time Management, Market Research, Bloomberg Terminal, Equities, Microsoft Word, Communication, Finance, PowerPoint, Microsoft Excel
Education
Pace University - Lubin School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Barclays Investment Bank May 2015 - Present
Merrill Lynch December 2014 - March 2015
Merrill Lynch September 2014 - December 2014
Laidlaw & Company UK Ltd. February 2014 - September 2014
Joseph Gunnar & Co, LLC September 2013 - December 2013
Pace University September 2013 - December 2013
Oppenheimer & Co. January 2013 - April 2013
Skills
Social Media, Leadership, Skilled Communicator, Entrepreneurship, Investments, Microsoft Office, HTML, Study Skills, Time Management, Market Research, Bloomberg Terminal, Equities, Microsoft Word, Communication, Finance, PowerPoint, Microsoft Excel
Education
Pace University - Lubin School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Obinna Nwaigwe Obinna Nwaigwe's Joseph Gunnar & Co, LLC Experience May 2013 - August 2013
Job Operations Associate at Bain Capital
Industry Financial Services
Experience
Bain Capital June 2014 - Present
St. Lawrence University Financial Investment Club September 2012 - May 2014
Boys and Girls Clubs of America September 2010 - May 2014
Aviators Sports Complex June 2010 - February 2014
Aviators Sports Complex June 2010 - January 2014
Joseph Gunnar & Co, LLC May 2013 - August 2013
The Boston Consulting Group December 2012 - January 2013
Dr. Theodore J. Jenal, DDS December 2011 - January 2012
Woodmere Country Club March 2008 - June 2010
Skills
Public Speaking, Teaching, Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Research, Microsoft Word, Banking, English, Customer Service, Strategic Planning, Outlook, Negotiation, Windows, Accounting, Analysis, Bloomberg Terminal, Morningstar, Teamwork
Education
St. Lawrence University 2010 — 2014
Bachelor of Fine Arts (B.F.A.), Economics
Valley Stream South High School
Valley Stream South High School
Bain Capital June 2014 - Present
St. Lawrence University Financial Investment Club September 2012 - May 2014
Boys and Girls Clubs of America September 2010 - May 2014
Aviators Sports Complex June 2010 - February 2014
Aviators Sports Complex June 2010 - January 2014
Joseph Gunnar & Co, LLC May 2013 - August 2013
The Boston Consulting Group December 2012 - January 2013
Dr. Theodore J. Jenal, DDS December 2011 - January 2012
Woodmere Country Club March 2008 - June 2010
Skills
Public Speaking, Teaching, Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Research, Microsoft Word, Banking, English, Customer Service, Strategic Planning, Outlook, Negotiation, Windows, Accounting, Analysis, Bloomberg Terminal, Morningstar, Teamwork
Education
St. Lawrence University 2010 — 2014
Bachelor of Fine Arts (B.F.A.), Economics
Valley Stream South High School
Valley Stream South High School
Steven Ricci's Joseph Gunnar & Co, LLC Experience August 2014 - Present
Job Financial Consultant at JOSEPH GUNNAR & CO., LLC
Industry Financial Services
Experience
JOSEPH GUNNAR & CO., LLC August 2014 - Present
Network Electrical Contractors of New York LTD June 2008 - December 2013
Divine Construction July 2008 - August 2013
Times Union Center September 2012 - December 2012
Home Depot February 2012 - June 2012
New York Sports Club June 2008 - August 2010
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Advertising, Sales, Time Management
Education
State University of New York at Albany 2011 — 2013
Bachelor of Arts in Economics, Economics and Business Administration
JOSEPH GUNNAR & CO., LLC August 2014 - Present
Network Electrical Contractors of New York LTD June 2008 - December 2013
Divine Construction July 2008 - August 2013
Times Union Center September 2012 - December 2012
Home Depot February 2012 - June 2012
New York Sports Club June 2008 - August 2010
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Advertising, Sales, Time Management
Education
State University of New York at Albany 2011 — 2013
Bachelor of Arts in Economics, Economics and Business Administration
Francis Mallon's Joseph Gunnar & Co, LLC Experience September 2012 - December 2012
Job FX Sales at Barclays
Industry Financial Services
Experience
Barclays Investment Bank September 2015 - Present
KPMG November 2014 - September 2015
Barclays Investment Bank February 2013 - November 2014
Howe-Lewis International July 2011 - January 2013
Joseph Gunnar & Co., LLC September 2012 - December 2012
Pace University January 2012 - December 2012
Skills
Financial Analysis, Microsoft Excel, Bloomberg Terminal, Finance, Fixed Income, Equities, Equity Research, Social Media, Data Analysis, Financial Modeling, Nonprofits, Capital Markets, Economics, Financial Regulation, Risk Management, Management Consulting
Education
Pace University - Lubin School of Business
Bachelor of Business Administration, Finance
Barclays Investment Bank September 2015 - Present
KPMG November 2014 - September 2015
Barclays Investment Bank February 2013 - November 2014
Howe-Lewis International July 2011 - January 2013
Joseph Gunnar & Co., LLC September 2012 - December 2012
Pace University January 2012 - December 2012
Skills
Financial Analysis, Microsoft Excel, Bloomberg Terminal, Finance, Fixed Income, Equities, Equity Research, Social Media, Data Analysis, Financial Modeling, Nonprofits, Capital Markets, Economics, Financial Regulation, Risk Management, Management Consulting
Education
Pace University - Lubin School of Business
Bachelor of Business Administration, Finance
John Laurine's Joseph Gunnar & Co, LLC Experience June 2015 - Present
Job NRF at Joseph Gunnar & Co., LLC
Industry Higher Education
Experience
Joseph Gunnar & Co., LLC June 2015 - Present
Gettysburg College August 2011 - Present
AXA Financial June 2014 - August 2014
Schreiner-Blaeser Insurance Agency December 2009 - April 2010
Skills
Editing, SPSS, Critical Thinking, Research, Microsoft Excel, Stata, PowerPoint, Economics, Microsoft Office, Social Media, Public Speaking, Data Analysis, Microsoft Word, Event Planning, Statistics, Social Networking, Fundraising, Leadership, Analysis, Financial Modeling
Education
Gettysburg College 2011 — 2015
Economics, Senior
Northport High School 2008 — 2011
Advanced Regents Diploma
Joseph Gunnar & Co., LLC June 2015 - Present
Gettysburg College August 2011 - Present
AXA Financial June 2014 - August 2014
Schreiner-Blaeser Insurance Agency December 2009 - April 2010
Skills
Editing, SPSS, Critical Thinking, Research, Microsoft Excel, Stata, PowerPoint, Economics, Microsoft Office, Social Media, Public Speaking, Data Analysis, Microsoft Word, Event Planning, Statistics, Social Networking, Fundraising, Leadership, Analysis, Financial Modeling
Education
Gettysburg College 2011 — 2015
Economics, Senior
Northport High School 2008 — 2011
Advanced Regents Diploma
Amin Rashid CFP® ChFC® Amin Rashid CFP® ChFC®'s Joseph Gunnar & Co, LLC Experience January 1998 - February 2003
Job Senior Financial Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group February 2008 - Present
National Securities February 2003 - January 2008
Joseph Gunnar & Co, LLC January 1998 - February 2003
Skills
Series 4, 6, 7, 63, 65..., Retirement Planning, Estate Planning, Financial Services, Investment Advisory, Asset Allocation, Insurance, Financial Planners, Finance, Tax, Retirement, Mutual Funds, Wealth Management, Fixed Annuities, Strategic Financial..., Executive Pay, Buy-sell Agreements, Fixed & Variable..., Business Continuation..., Business Overhead..., Charitable Giving, College Funding..., Deferred Compensation..., Traditional & Roth IRAs, Disability Income..., Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Key Person Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, 401 (k), 403 (b), SEP &...
Education
The American College
ChFC
Notre Dame College Dhaka BD 1980 — 1982
CSU Bakersfield, CA
Long Island University, C.W. Post Campus
University of Dhaka
Principal Financial Group February 2008 - Present
National Securities February 2003 - January 2008
Joseph Gunnar & Co, LLC January 1998 - February 2003
Skills
Series 4, 6, 7, 63, 65..., Retirement Planning, Estate Planning, Financial Services, Investment Advisory, Asset Allocation, Insurance, Financial Planners, Finance, Tax, Retirement, Mutual Funds, Wealth Management, Fixed Annuities, Strategic Financial..., Executive Pay, Buy-sell Agreements, Fixed & Variable..., Business Continuation..., Business Overhead..., Charitable Giving, College Funding..., Deferred Compensation..., Traditional & Roth IRAs, Disability Income..., Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Key Person Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, 401 (k), 403 (b), SEP &...
Education
The American College
ChFC
Notre Dame College Dhaka BD 1980 — 1982
CSU Bakersfield, CA
Long Island University, C.W. Post Campus
University of Dhaka
Edward J Menghi Edward J Menghi's Joseph Gunnar & Co, LLC Experience February 1999 - May 2000
Job Teacher at NYC Department of Education
Industry Primary/Secondary Education
Experience
NYC Department of Education August 2007 - Present
New Horizons Computer Learning Centers February 2003 - April 2004
National Life of Vermont April 2002 - October 2002
American Express Financial Advisors July 2000 - June 2001
Joseph Gunnar & Co, LLC February 1999 - May 2000
ORC Worldwide January 1990 - May 1992
Skills
Lesson Planning, Differentiated..., Classroom Management, Literacy, Curriculum Design, Curriculum Development, Classroom, Educational Leadership, K-12, Special Education, Tutoring, Educational Technology, Teacher Training, Curriculum Mapping, Career Assessment, Human Capital, Performance Based..., Change Impact Analysis, Public Speaking, Speech Writing, Presentations, Secondary Education, Higher Education, Microsoft Office, Essayist, Talent Developer, Competency based..., Professional Learning..., Test Preparation
Education
New York University 2006 — 2007
Master of Arts (M.A.), Secondary Education and Teaching, 3.91
Mississippi State University 1995 — 1998
Master of Arts (M.A.), English Language and Literature, General, 3.81
Mississippi State University 1992 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
NYC Department of Education August 2007 - Present
New Horizons Computer Learning Centers February 2003 - April 2004
National Life of Vermont April 2002 - October 2002
American Express Financial Advisors July 2000 - June 2001
Joseph Gunnar & Co, LLC February 1999 - May 2000
ORC Worldwide January 1990 - May 1992
Skills
Lesson Planning, Differentiated..., Classroom Management, Literacy, Curriculum Design, Curriculum Development, Classroom, Educational Leadership, K-12, Special Education, Tutoring, Educational Technology, Teacher Training, Curriculum Mapping, Career Assessment, Human Capital, Performance Based..., Change Impact Analysis, Public Speaking, Speech Writing, Presentations, Secondary Education, Higher Education, Microsoft Office, Essayist, Talent Developer, Competency based..., Professional Learning..., Test Preparation
Education
New York University 2006 — 2007
Master of Arts (M.A.), Secondary Education and Teaching, 3.91
Mississippi State University 1995 — 1998
Master of Arts (M.A.), English Language and Literature, General, 3.81
Mississippi State University 1992 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Charlie Podgurski Charlie Podgurski's Joseph Gunnar & Co, LLC Experience May 2010 - August 2010
Job Lacrosse Instructor
Industry Sports
Experience
Long Island Warrior Lacrosse December 2014 - Present
Regal King Realty January 2012 - Present
Blast Lacrosse February 2013 - Present
Coffee Distributing Corp. May 2011 - August 2011
Liberty Partners Financial Services, LLC December 2010 - April 2011
Rockwell Global Capital September 2010 - December 2010
Joseph Gunnar & Co, LLC May 2010 - August 2010
Skills
Real Estate, Recruiting, Sales, Negotiation, Customer Service, Sports Coaching, Lacrosse, Lessons, Employee Relations, Marketing, Microsoft Office, Contract Negotiation, Referrals, Cold Calling, Microsoft Excel, Forklift Operator, Social Media, Small Business, Advertising, Public Speaking, PowerPoint, Social Media Marketing, Microsoft Word
Education
New York Institute of Technology-Old Westbury 2009 — 2011
Long Island Warrior Lacrosse December 2014 - Present
Regal King Realty January 2012 - Present
Blast Lacrosse February 2013 - Present
Coffee Distributing Corp. May 2011 - August 2011
Liberty Partners Financial Services, LLC December 2010 - April 2011
Rockwell Global Capital September 2010 - December 2010
Joseph Gunnar & Co, LLC May 2010 - August 2010
Skills
Real Estate, Recruiting, Sales, Negotiation, Customer Service, Sports Coaching, Lacrosse, Lessons, Employee Relations, Marketing, Microsoft Office, Contract Negotiation, Referrals, Cold Calling, Microsoft Excel, Forklift Operator, Social Media, Small Business, Advertising, Public Speaking, PowerPoint, Social Media Marketing, Microsoft Word
Education
New York Institute of Technology-Old Westbury 2009 — 2011
Jeffrey Lyon Jeffrey Lyon's Joseph Gunnar & Co, LLC Experience September 2011 - August 2013
Job People and Culture at Quirky
Industry Consumer Goods
Experience
Quirky September 2013 - June 2015
Joseph Gunnar & Co, LLC September 2011 - August 2013
Charles Vista January 2009 - August 2011
John Thomas Financial February 2008 - January 2009
Arb Oil member NYMEX 2000 - 2006
Skills
Financial Risk, Private Equity, Investments, Investment Banking, Equities, Trading, Alternative Investments, Due Diligence, Asset Management, Wealth Management, Brokerage, Series 63, Hedge Funds, Fixed Income, Portfolio Management, Securities, Series 7, Venture Capital, Commodity, Capital Markets, Equity Trading, Hedging, Options, Investment Strategies, FINRA, Financial Analysis, Financial Modeling, Bonds, Finance, Bloomberg, Valuation, Financial Markets, Investment Advisory, Derivatives, Asset Allocation, Equity Research, Private Placements, Funding, Technical Analysis, Stocks, Commodity Markets, ETFs, Mutual Funds, Corporate Finance, Financial Advisory, Strategic Financial..., Financial Planning
Education
City University of New York-College of Staten Island 2000 — 2004
Bachelor, Business
East Stroudsburg University of Pennsylvania 1998 — 2000
None, Sports Medicine
Quirky September 2013 - June 2015
Joseph Gunnar & Co, LLC September 2011 - August 2013
Charles Vista January 2009 - August 2011
John Thomas Financial February 2008 - January 2009
Arb Oil member NYMEX 2000 - 2006
Skills
Financial Risk, Private Equity, Investments, Investment Banking, Equities, Trading, Alternative Investments, Due Diligence, Asset Management, Wealth Management, Brokerage, Series 63, Hedge Funds, Fixed Income, Portfolio Management, Securities, Series 7, Venture Capital, Commodity, Capital Markets, Equity Trading, Hedging, Options, Investment Strategies, FINRA, Financial Analysis, Financial Modeling, Bonds, Finance, Bloomberg, Valuation, Financial Markets, Investment Advisory, Derivatives, Asset Allocation, Equity Research, Private Placements, Funding, Technical Analysis, Stocks, Commodity Markets, ETFs, Mutual Funds, Corporate Finance, Financial Advisory, Strategic Financial..., Financial Planning
Education
City University of New York-College of Staten Island 2000 — 2004
Bachelor, Business
East Stroudsburg University of Pennsylvania 1998 — 2000
None, Sports Medicine
Lynn O'Connell, CAIA Lynn O'Connell, CAIA's Joseph Gunnar & Co, LLC Experience May 2008 - August 2008
Job Senior Analyst at Aksia
Industry Financial Services
Experience
Aksia March 2015 - Present
Aksia January 2012 - March 2015
ICON Capital Corp. August 2009 - January 2012
Joseph Gunnar & Co., LLC May 2008 - August 2008
Skills
Alternative Investments, Finance, Investments, Hedge Funds, Private Equity, Due Diligence
Education
State University of New York at Binghamton 2005 — 2009
Bachelor of Science, Financial Economics
Hunter College High School 1999 — 2005
Aksia March 2015 - Present
Aksia January 2012 - March 2015
ICON Capital Corp. August 2009 - January 2012
Joseph Gunnar & Co., LLC May 2008 - August 2008
Skills
Alternative Investments, Finance, Investments, Hedge Funds, Private Equity, Due Diligence
Education
State University of New York at Binghamton 2005 — 2009
Bachelor of Science, Financial Economics
Hunter College High School 1999 — 2005
Matthew Murawski Matthew Murawski's Joseph Gunnar & Co, LLC Experience May 2013 - August 2013
Job Tax Associate at PwC
Industry Financial Services
Experience
PwC September 2014 - Present
College of the Holy Cross September 2011 - May 2014
Joseph Gunnar & Co, LLC May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, Research, Social Media, Public Speaking, Economics, Bloomberg Terminal, Social Networking, Bloomberg, Teamwork
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics
Chaminade High School 2006 — 2010
PwC September 2014 - Present
College of the Holy Cross September 2011 - May 2014
Joseph Gunnar & Co, LLC May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, Research, Social Media, Public Speaking, Economics, Bloomberg Terminal, Social Networking, Bloomberg, Teamwork
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics
Chaminade High School 2006 — 2010
Ryan Freely Ryan Freely's Joseph Gunnar & Co, LLC Experience September 2015 - Present
Job Global Equity Capital Markets at Joseph Gunnar & Co., LLC
Industry Financial Services
Experience
Joseph Gunnar & Co., LLC September 2015 - Present
Aegis Capital April 2014 - September 2015
C.W. Post Athletics August 2009 - May 2011
Hofstra University July 2008 - June 2009
Education
State University of New York College at Cortland 2006 — 2008
Joseph Gunnar & Co., LLC September 2015 - Present
Aegis Capital April 2014 - September 2015
C.W. Post Athletics August 2009 - May 2011
Hofstra University July 2008 - June 2009
Education
State University of New York College at Cortland 2006 — 2008
Scott Placona's Joseph Gunnar & Co, LLC Experience September 2004 - September 2008
Job General Manager Equinox
Industry Health, Wellness and Fitness
Experience
Equinox August 2014 - Present
Equinox December 2009 - August 2014
Joseph Gunnar & Co., LLC September 2004 - September 2008
Skills
Leadership, Fitness, Sales, Entrepreneurship, Sales Management, Lifestyle, Customer Service, Business Development, Management, Strategic Planning, Budgets, Leadership Development, Team Leadership, Retail, Syndicate, Event Management, Coaching, Start-ups, Marketing, Investment Banking, Real Estate Development, Multi Family Properties
Education
New York University 2013 — 2014
Certificate, Real Estate Development
Indiana University Bloomington 2000 — 2004
Bachelor of Science (B.S.)
Equinox August 2014 - Present
Equinox December 2009 - August 2014
Joseph Gunnar & Co., LLC September 2004 - September 2008
Skills
Leadership, Fitness, Sales, Entrepreneurship, Sales Management, Lifestyle, Customer Service, Business Development, Management, Strategic Planning, Budgets, Leadership Development, Team Leadership, Retail, Syndicate, Event Management, Coaching, Start-ups, Marketing, Investment Banking, Real Estate Development, Multi Family Properties
Education
New York University 2013 — 2014
Certificate, Real Estate Development
Indiana University Bloomington 2000 — 2004
Bachelor of Science (B.S.)
Stanley Shikora's Joseph Gunnar & Co, LLC Experience September 2004 - December 2009
Job Controller at Joseph Gunnar & Co., LLC
Industry Financial Services
Experience
Joseph Gunnar & Co., LLC September 2004 - December 2009
Viscogliosi Brothers October 2002 - August 2004
Chief Executive Magazine July 1996 - October 2002
Skills
Strategic Planning, Business Strategy
Education
City University of New York-Brooklyn College
BS, Accounting
Joseph Gunnar & Co., LLC September 2004 - December 2009
Viscogliosi Brothers October 2002 - August 2004
Chief Executive Magazine July 1996 - October 2002
Skills
Strategic Planning, Business Strategy
Education
City University of New York-Brooklyn College
BS, Accounting
Gene Stice's Joseph Gunnar & Co, LLC Experience October 2002 - July 2004
Job CFO/CCO at The Jeffrey Matthews Financial Group, LLC
Industry Financial Services
Experience
The Jeffrey Matthews Financial Group, LLC July 2006 - Present
GHS Capital Management, LLC January 2005 - October 2007
Joseph Gunnar & Co, LLC October 2002 - July 2004
Securities Industry Consulting January 2001 - October 2002
Donald & Co. Securities, INc. 1993 - 1998
Skills
Legal Compliance, Strategic Communications, Recruiting, Series 7, Contract Negotiation, Standards Compliance, Securities, FINRA, Series 63, Mutual Funds, Finance, Series 24, Options, Equities, Fixed Income, Capital Markets, Equity Trading, Investment Advisory, Financial Services, Portfolio Management, Risk Management, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
The College of New Jersey 1978 — 1982
Bachelor of Science (BS), Accounting
The Jeffrey Matthews Financial Group, LLC July 2006 - Present
GHS Capital Management, LLC January 2005 - October 2007
Joseph Gunnar & Co, LLC October 2002 - July 2004
Securities Industry Consulting January 2001 - October 2002
Donald & Co. Securities, INc. 1993 - 1998
Skills
Legal Compliance, Strategic Communications, Recruiting, Series 7, Contract Negotiation, Standards Compliance, Securities, FINRA, Series 63, Mutual Funds, Finance, Series 24, Options, Equities, Fixed Income, Capital Markets, Equity Trading, Investment Advisory, Financial Services, Portfolio Management, Risk Management, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
The College of New Jersey 1978 — 1982
Bachelor of Science (BS), Accounting
Kevin Grimm's Joseph Gunnar & Co, LLC Experience June 2007 - September 2010
Job Regional Brokerage Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Joseph Gunnar & Co., LLC June 2007 - September 2010
Fidelity Investments June 2003 - February 2007
UBS Wealth Management February 2001 - June 2003
Paine Webber September 1998 - February 2001
PaineWebber Inc. September 1997 - September 1998
PaineWebber Inc August 1993 - September 1997
Dean Witter January 1991 - August 1993
Kidder, Peabody & Company Inc, November 1980 - December 1990
Skills
Equities, Fixed Income, Capital Markets, Series 7, Options, Equity Research, Securities, Series 63, Wealth Management, Options Strategies, Alternative Investments, Sales Management, Coaching, Research, Customer Relations, Compliance, Problem Solving
Education
Boston College 1976 — 1980
BA, Economics
Fidelity Investments October 2012 - Present
Joseph Gunnar & Co., LLC June 2007 - September 2010
Fidelity Investments June 2003 - February 2007
UBS Wealth Management February 2001 - June 2003
Paine Webber September 1998 - February 2001
PaineWebber Inc. September 1997 - September 1998
PaineWebber Inc August 1993 - September 1997
Dean Witter January 1991 - August 1993
Kidder, Peabody & Company Inc, November 1980 - December 1990
Skills
Equities, Fixed Income, Capital Markets, Series 7, Options, Equity Research, Securities, Series 63, Wealth Management, Options Strategies, Alternative Investments, Sales Management, Coaching, Research, Customer Relations, Compliance, Problem Solving
Education
Boston College 1976 — 1980
BA, Economics
Harold Ramsey's Joseph Gunnar & Co, LLC Experience April 2011 - December 2011
Job Managing Director at Aegis Capital
Industry Financial Services
Experience
Aegis Capital August 2012 - Present
John Carris Investments February 2012 - August 2012
Joseph Gunnar & Co, LLC April 2011 - December 2011
World Equity Group February 2009 - April 2011
Laidlaw & Company February 2006 - February 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Change Management, Business Analysis, SQL, Accounting, Management, Series 7, Securities, Finance, Series 63, Portfolio Management, Financial Modeling, Alternative Investments, Equities, Asset Management, Options
Education
Binghamton University 1999 — 2003
Financial Economics
Aegis Capital August 2012 - Present
John Carris Investments February 2012 - August 2012
Joseph Gunnar & Co, LLC April 2011 - December 2011
World Equity Group February 2009 - April 2011
Laidlaw & Company February 2006 - February 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Change Management, Business Analysis, SQL, Accounting, Management, Series 7, Securities, Finance, Series 63, Portfolio Management, Financial Modeling, Alternative Investments, Equities, Asset Management, Options
Education
Binghamton University 1999 — 2003
Financial Economics
Rob Clendenin's Joseph Gunnar & Co, LLC Experience January 2000 - September 2003
Job Storage Engineer at Charter Communications
Industry Information Technology and Services
Experience
Charter Communications December 2014 - Present
BAE Systems Information Technology March 2013 - December 2014
Fluor July 2004 - February 2013
Fluor November 2010 - November 2012
Joseph Gunnar & Co, LLC January 2000 - September 2003
Skills
Microsoft Technologies, VMware ESX, EMC Storage, EMC Avamar, Dell PowerEdge Servers, Project Managers, Windows Server, VMware, Storage, Active Directory, vSphere, Citrix, Cisco Technologies, System Administration, IT Service Management, Maximo, Network Administration, IT Infrastructure..., Lotus Notes, IT Management, Troubleshooting, Storage Area Networks, Windows, Infrastructure, Software Documentation, TCP/IP, Disaster Recovery, Data Center, Virtualization, SharePoint, Servers, Operating Systems, Switches, DNS, SAN, Hardware, DHCP, Technical Support, Software Installation, Microsoft Exchange, Security, VPN, IT Operations, EMC Networker, VMware vSphere
Education
Queens College 1992 — 1998
Communications
Purdue University Calumet 1990 — 1991
Charter Communications December 2014 - Present
BAE Systems Information Technology March 2013 - December 2014
Fluor July 2004 - February 2013
Fluor November 2010 - November 2012
Joseph Gunnar & Co, LLC January 2000 - September 2003
Skills
Microsoft Technologies, VMware ESX, EMC Storage, EMC Avamar, Dell PowerEdge Servers, Project Managers, Windows Server, VMware, Storage, Active Directory, vSphere, Citrix, Cisco Technologies, System Administration, IT Service Management, Maximo, Network Administration, IT Infrastructure..., Lotus Notes, IT Management, Troubleshooting, Storage Area Networks, Windows, Infrastructure, Software Documentation, TCP/IP, Disaster Recovery, Data Center, Virtualization, SharePoint, Servers, Operating Systems, Switches, DNS, SAN, Hardware, DHCP, Technical Support, Software Installation, Microsoft Exchange, Security, VPN, IT Operations, EMC Networker, VMware vSphere
Education
Queens College 1992 — 1998
Communications
Purdue University Calumet 1990 — 1991
Alex Bogdanov's Joseph Gunnar & Co, LLC Experience January 2012 - May 2012
Job Global Derivative Regulatory Ops Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
HSBC July 2013 - October 2014
Robert Half International March 2013 - July 2013
SURFACExchange May 2012 - August 2012
Joseph Gunnar & Co, LLC January 2012 - May 2012
New York Mercantile Exchange August 2010 - August 2011
TwoFour Consulting July 2007 - August 2007
Education
Pace University 2008 — 2012
BBA, Major: Finance Minors: Quantitative Business Analysis and Economics
Goldman Sachs October 2014 - Present
HSBC July 2013 - October 2014
Robert Half International March 2013 - July 2013
SURFACExchange May 2012 - August 2012
Joseph Gunnar & Co, LLC January 2012 - May 2012
New York Mercantile Exchange August 2010 - August 2011
TwoFour Consulting July 2007 - August 2007
Education
Pace University 2008 — 2012
BBA, Major: Finance Minors: Quantitative Business Analysis and Economics
Daniel Guilfoile's Joseph Gunnar & Co, LLC Experience July 2007 - July 2009
Job at Laidlaw & Co, UK Ltd
Industry Financial Services
Experience
Laidlaw & Co, UK Ltd July 2009 - Present
Joseph Gunnar & Co., LLC July 2007 - July 2009
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Finance
Villanova University 1978 — 1982
BA, Economics
Laidlaw & Co, UK Ltd July 2009 - Present
Joseph Gunnar & Co., LLC July 2007 - July 2009
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Finance
Villanova University 1978 — 1982
BA, Economics
Beatrice Cheah's Joseph Gunnar & Co, LLC Experience July 2012 - Present
Job Compliance Director at Joseph Gunnar & Co., LLC
Industry Financial Services
Experience
Joseph Gunnar & Co., LLC July 2012 - Present
Aegis Capital November 2011 - June 2012
Avalon Partners, Inc. 2010 - 2011
Avalon Partners, Inc. 2010 - 2010
Rockwell Financial Group 2008 - 2010
Skills
Series 7, Series 63, Series 24, Management, Securities, FINRA, Fixed Income
Education
SUNY Plattsburgh 2000 — 2003
Bachelors of Arts, Economics Finance
Joseph Gunnar & Co., LLC July 2012 - Present
Aegis Capital November 2011 - June 2012
Avalon Partners, Inc. 2010 - 2011
Avalon Partners, Inc. 2010 - 2010
Rockwell Financial Group 2008 - 2010
Skills
Series 7, Series 63, Series 24, Management, Securities, FINRA, Fixed Income
Education
SUNY Plattsburgh 2000 — 2003
Bachelors of Arts, Economics Finance
Frank Catalano's Joseph Gunnar & Co, LLC Experience May 2005 - April 2006
Job Securities & Proxy Administration at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management September 2006 - Present
Barclays May 2006 - June 2006
Joseph Gunnar & Co., LLC May 2005 - April 2006
Laidlaw & Co., LTD February 2004 - May 2004
Skills
Asset Management, Investments, Fixed Income, Bloomberg, Mutual Funds, Emerging Markets, Bonds, CDS, Hedge Funds, Bloomberg Terminal, Market Data, Institutional..., Corporate Governance, Financial Modeling, Alternative Investments, Financial Analysis, Back Office, Financial Services, Analysis, Data Analysis, Inventory Management, Proxy Voting, Financial Markets, Management, Valuation, Derivatives, Investment Strategies, Series 7, Equities, Portfolio Management, Securities, Finance, Investment Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA, Finance and Investments
Lazard Asset Management September 2006 - Present
Barclays May 2006 - June 2006
Joseph Gunnar & Co., LLC May 2005 - April 2006
Laidlaw & Co., LTD February 2004 - May 2004
Skills
Asset Management, Investments, Fixed Income, Bloomberg, Mutual Funds, Emerging Markets, Bonds, CDS, Hedge Funds, Bloomberg Terminal, Market Data, Institutional..., Corporate Governance, Financial Modeling, Alternative Investments, Financial Analysis, Back Office, Financial Services, Analysis, Data Analysis, Inventory Management, Proxy Voting, Financial Markets, Management, Valuation, Derivatives, Investment Strategies, Series 7, Equities, Portfolio Management, Securities, Finance, Investment Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA, Finance and Investments
Michael Tseng - UX Designer's Joseph Gunnar & Co, LLC Experience September 2004 - October 2006
Job UX Strategist/Practitioner | User Researcher | Creative Problem Solver | Good Experience Advocator
Industry Design
Experience
General Assembly September 2015 - Present
Seeking Alpha March 2014 - Present
Practical Law Company September 2012 - February 2014
Axomic November 2011 - April 2012
CLSA November 2006 - January 2011
Joseph Gunnar & Co, LLC September 2004 - October 2006
Skills
User Experience, UX Design, UX Strategy, UI Design, Axure RP, Sketch, Illustrator, InVision, User Flows, Rapid Prototyping, Wireframes, User Experience Testing, OmniGraffle, Equities, Sales, Finance, Financial Markets, Salesforce.com, Investments, Marketing, Customer Service
Education
General Assembly
User Experience Design Immersive
SUNY Stony Brook 2000 — 2004
American History
Bronx High School of Science 1996 — 2000
General Assembly September 2015 - Present
Seeking Alpha March 2014 - Present
Practical Law Company September 2012 - February 2014
Axomic November 2011 - April 2012
CLSA November 2006 - January 2011
Joseph Gunnar & Co, LLC September 2004 - October 2006
Skills
User Experience, UX Design, UX Strategy, UI Design, Axure RP, Sketch, Illustrator, InVision, User Flows, Rapid Prototyping, Wireframes, User Experience Testing, OmniGraffle, Equities, Sales, Finance, Financial Markets, Salesforce.com, Investments, Marketing, Customer Service
Education
General Assembly
User Experience Design Immersive
SUNY Stony Brook 2000 — 2004
American History
Bronx High School of Science 1996 — 2000
Tyler Ares's Joseph Gunnar & Co, LLC Experience April 2010 - August 2012
Job Managing Director at Aegis Capital
Industry Financial Services
Experience
Aegis Capital July 2014 - Present
Aegis Capital August 2012 - July 2014
Joseph Gunnar & Co, LLC April 2010 - August 2012
Assent Trading, LLC July 2009 - April 2010
E*TRADE Financial December 2008 - July 2009
Independent Registered Representative December 2007 - December 2008
Skills
Series 7, Portfolio Management, Equities, Mutual Funds, Wealth Management, Series 63, Private Equity, Risk Management, Investments, Asset Management, Fixed Income, Financial Analysis, Trading, Finance, Securities, Options, IPO, Hedge Funds, Capital Markets, Venture Capital, Equity Research, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business
Economics and Physics
Aegis Capital July 2014 - Present
Aegis Capital August 2012 - July 2014
Joseph Gunnar & Co, LLC April 2010 - August 2012
Assent Trading, LLC July 2009 - April 2010
E*TRADE Financial December 2008 - July 2009
Independent Registered Representative December 2007 - December 2008
Skills
Series 7, Portfolio Management, Equities, Mutual Funds, Wealth Management, Series 63, Private Equity, Risk Management, Investments, Asset Management, Fixed Income, Financial Analysis, Trading, Finance, Securities, Options, IPO, Hedge Funds, Capital Markets, Venture Capital, Equity Research, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business
Economics and Physics
Sabrina Maggi's Joseph Gunnar & Co, LLC Experience August 2011 - September 2012
Job Wealth Management at Aegis Capital
Industry Financial Services
Experience
Aegis Capital September 2013 - Present
Aflac August 2012 - Present
Joseph Gunnar & Co, LLC August 2011 - September 2012
Education
Pace University 2007 — 2011
Aegis Capital September 2013 - Present
Aflac August 2012 - Present
Joseph Gunnar & Co, LLC August 2011 - September 2012
Education
Pace University 2007 — 2011
Adam Springfield's Joseph Gunnar & Co, LLC Experience March 2009 - June 2009
Job Bartender and Personal Trainer
Industry Food & Beverages
Experience
National Bartenders School January 2014 - Present
Adam Springfield, Bartender February 2013 - Present
Navidor Merchant Services July 2009 - October 2013
Joseph Gunnar & Co, LLC March 2009 - June 2009
Oppenheimer & Co. February 2007 - March 2009
Skills
Customer Service, Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Modeling, Private Equity, Wealth Management, Options, Retirement Planning, Finance, Series 7, Technical Trouble..., Equities, Personal Training
Education
National Bartenders School 2014 — 2014
Bartending/Bartender, A+
University of California, Santa Cruz 2000 — 2004
BA, Global Economics and Politics
National Bartenders School January 2014 - Present
Adam Springfield, Bartender February 2013 - Present
Navidor Merchant Services July 2009 - October 2013
Joseph Gunnar & Co, LLC March 2009 - June 2009
Oppenheimer & Co. February 2007 - March 2009
Skills
Customer Service, Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Modeling, Private Equity, Wealth Management, Options, Retirement Planning, Finance, Series 7, Technical Trouble..., Equities, Personal Training
Education
National Bartenders School 2014 — 2014
Bartending/Bartender, A+
University of California, Santa Cruz 2000 — 2004
BA, Global Economics and Politics
Peter Monacchio's Joseph Gunnar & Co, LLC Experience August 2009 - December 2009
Job Sales Finance Grocery Analyst at PepsiCo Pepsi Beverages Company
Industry Consumer Goods
Experience
PepsiCo June 2015 - Present
PepsiCo - North American Beverages May 2013 - May 2015
Express Scripts (formerly Medco Health Solutions) June 2011 - May 2013
UBS Wealth Management August 2010 - May 2011
UBS Wealth Management June 2010 - August 2010
Joseph Gunnar & Co, LLC August 2009 - December 2009
UBS Wealth Management January 2008 - January 2008
Skills
Equities, Portfolio Management, Investments, Capital Markets, Wealth Management, Finance, Bloomberg Terminal, Leadership, Analysis, Forecasting
Education
Manhattan College 2007 — 2011
B.S., Finance and Economics
Don Bosco Prep 2003 — 2007
PepsiCo June 2015 - Present
PepsiCo - North American Beverages May 2013 - May 2015
Express Scripts (formerly Medco Health Solutions) June 2011 - May 2013
UBS Wealth Management August 2010 - May 2011
UBS Wealth Management June 2010 - August 2010
Joseph Gunnar & Co, LLC August 2009 - December 2009
UBS Wealth Management January 2008 - January 2008
Skills
Equities, Portfolio Management, Investments, Capital Markets, Wealth Management, Finance, Bloomberg Terminal, Leadership, Analysis, Forecasting
Education
Manhattan College 2007 — 2011
B.S., Finance and Economics
Don Bosco Prep 2003 — 2007
Anthony Orbanic's Joseph Gunnar & Co, LLC Experience February 2005 - March 2006
Job President at OGT Trading
Industry Financial Services
Experience
MacKenzie Partners July 2011 - January 2013
TD January 2010 - June 2010
HSBC Securities December 2008 - December 2009
TD February 2007 - July 2008
Ernst & Young February 2006 - July 2006
Joseph Gunnar & Co, LLC February 2005 - March 2006
Skills
Investor Relations, Trading, Investments, Derivatives, Commodity, Equities, Portfolio Management, Risk Management, Financial Analysis, Investment Banking, Asset Managment, Corporate Finance, Financial Markets, Mutual Funds, Hedging, Commodity Markets, Private Equity, Asset Management, Securities, Strategic Financial..., Financial Modeling, FINRA, Options, Funding, Hedge Funds, Alternative Investments, Capital Markets, Banking, Investment Management, Fixed Income, Bloomberg, Wealth Management, Finance, Emerging Markets, Financial Structuring, Mergers & Acquisitions, Equity Research, Valuation, Venture Capital, Investment Strategies, Project Finance, Due Diligence, Electronic Trading, Asset Allocation, FX Options, Bonds, Structured Finance, Economics, Series 7, Series 63
Education
Stony Brook University 2000 — 2004
Bachelor of Arts (B.A.), Multi-/Interdisciplinary Studies (Business Administration, Political Science, Philosophy)
MacKenzie Partners July 2011 - January 2013
TD January 2010 - June 2010
HSBC Securities December 2008 - December 2009
TD February 2007 - July 2008
Ernst & Young February 2006 - July 2006
Joseph Gunnar & Co, LLC February 2005 - March 2006
Skills
Investor Relations, Trading, Investments, Derivatives, Commodity, Equities, Portfolio Management, Risk Management, Financial Analysis, Investment Banking, Asset Managment, Corporate Finance, Financial Markets, Mutual Funds, Hedging, Commodity Markets, Private Equity, Asset Management, Securities, Strategic Financial..., Financial Modeling, FINRA, Options, Funding, Hedge Funds, Alternative Investments, Capital Markets, Banking, Investment Management, Fixed Income, Bloomberg, Wealth Management, Finance, Emerging Markets, Financial Structuring, Mergers & Acquisitions, Equity Research, Valuation, Venture Capital, Investment Strategies, Project Finance, Due Diligence, Electronic Trading, Asset Allocation, FX Options, Bonds, Structured Finance, Economics, Series 7, Series 63
Education
Stony Brook University 2000 — 2004
Bachelor of Arts (B.A.), Multi-/Interdisciplinary Studies (Business Administration, Political Science, Philosophy)
Andy Moncion's Joseph Gunnar & Co, LLC Experience April 2011 - August 2011
Job Implementation Consultant at Reval
Industry Financial Services
Experience
Reval May 2014 - Present
SuperDerivatives January 2013 - April 2014
SuperDerivatives May 2012 - December 2012
UBS August 2011 - September 2011
Joseph Gunnar & Co, LLC April 2011 - August 2011
Investors Capital November 2009 - February 2010
Skills
Equities, Options, Financial Markets, Derivatives, Bloomberg, Fixed Income, FX Options, Trading Systems, Capital Markets, Hedge Funds, Electronic Trading, Equity Derivatives, Asset Management, Portfolio Management, Investments, Interest Rate..., Commodity, Credit Derivatives, Risk Management, Structured Products
Education
Manhattan College 2008 — 2012
Bachelor of Science (B.S.), Finance
Reval May 2014 - Present
SuperDerivatives January 2013 - April 2014
SuperDerivatives May 2012 - December 2012
UBS August 2011 - September 2011
Joseph Gunnar & Co, LLC April 2011 - August 2011
Investors Capital November 2009 - February 2010
Skills
Equities, Options, Financial Markets, Derivatives, Bloomberg, Fixed Income, FX Options, Trading Systems, Capital Markets, Hedge Funds, Electronic Trading, Equity Derivatives, Asset Management, Portfolio Management, Investments, Interest Rate..., Commodity, Credit Derivatives, Risk Management, Structured Products
Education
Manhattan College 2008 — 2012
Bachelor of Science (B.S.), Finance
James Geraghty's Joseph Gunnar & Co, LLC Experience October 2011 - March 2012
Job Associate at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group April 2015 - May 2015
Capstone Advisory Group September 2013 - April 2015
Capstone Advisory Group April 2013 - September 2013
Oppenheimer & Co. September 2012 - April 2013
Joseph Gunnar & Co, LLC October 2011 - March 2012
UBS June 2010 - August 2010
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Bloomberg Terminal, Bloomberg, Options
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group April 2015 - May 2015
Capstone Advisory Group September 2013 - April 2015
Capstone Advisory Group April 2013 - September 2013
Oppenheimer & Co. September 2012 - April 2013
Joseph Gunnar & Co, LLC October 2011 - March 2012
UBS June 2010 - August 2010
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Bloomberg Terminal, Bloomberg, Options
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Vaishali Sedani-Cassidy's Joseph Gunnar & Co, LLC Experience May 2009 - September 2010
Job Sales Assistant
Industry Financial Services
Experience
- Sales AssistantLaidlaw & Company UK Ltd.2014 - 2014
Goldman Sachs 2012 - 2012
Goldman Sachs 2012 - 2012
Maxim Group 2010 - 2011
Joseph Gunnar & Co, LLC May 2009 - September 2010
Bear Stearns 2005 - 2008
Alex Brown 1998 - 1999
Skills
Microsoft Office, Customer Service, Customer Relations, Excel, Word, Equities, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Word, Financial Services, Capital Markets, Asset Management, Hedge Funds, Marketing, Fixed Income, Sales, Series 7, Portfolio Management, Management, Insurance, Investments
Education
Pace University
Bachelor, Marketing
- Sales AssistantLaidlaw & Company UK Ltd.2014 - 2014
Goldman Sachs 2012 - 2012
Goldman Sachs 2012 - 2012
Maxim Group 2010 - 2011
Joseph Gunnar & Co, LLC May 2009 - September 2010
Bear Stearns 2005 - 2008
Alex Brown 1998 - 1999
Skills
Microsoft Office, Customer Service, Customer Relations, Excel, Word, Equities, Financial Analysis, Microsoft Excel, Risk Management, Microsoft Word, Financial Services, Capital Markets, Asset Management, Hedge Funds, Marketing, Fixed Income, Sales, Series 7, Portfolio Management, Management, Insurance, Investments
Education
Pace University
Bachelor, Marketing
Emily Israeli's Joseph Gunnar & Co, LLC Experience May 2011 - August 2011
Job Marketing at Allstone
Industry Building Materials
Experience
Allstone August 2013 - Present
Joseph Gunnar & Co, LLC May 2011 - August 2011
Skills
Microsoft Office, Illustrator, Microsoft Excel, PowerPoint, Photoshop
Education
University of Miami
Allstone August 2013 - Present
Joseph Gunnar & Co, LLC May 2011 - August 2011
Skills
Microsoft Office, Illustrator, Microsoft Excel, PowerPoint, Photoshop
Education
University of Miami
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY