JVB Financial Group, LLC
Industry: Company
DescriptionFounded: 2010 Parent organization: J.V.B. Financial Group Holdings, LP
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JVB Financial Group, LLC Employees
Employee
Years
Job
Industry
Zachary Morris Zachary Morris's JVB Financial Group, LLC Experience August 2010 - Present
Job Structured Product Trader at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC August 2010 - Present
Skills
Bonds, Bloomberg, Series 7, Fixed Income, Structured Products, Series 63, Capital Markets, Derivatives, Equities, Investments, Securities, Trading
Education
Florida State University 2004 — 2008
Bachelor's degree, Economics
JVB Financial Group, LLC August 2010 - Present
Skills
Bonds, Bloomberg, Series 7, Fixed Income, Structured Products, Series 63, Capital Markets, Derivatives, Equities, Investments, Securities, Trading
Education
Florida State University 2004 — 2008
Bachelor's degree, Economics
Mathew Hudson Mathew Hudson's JVB Financial Group, LLC Experience May 2009 - 2009
Job CoFounder & CEO of Stadson
Industry Computer Software
Experience
STADSON December 2011 - Present
FAU August 2010 - July 2011
JVB FINANCIAL GROUP, LLC May 2009 - 2009
Skills
Start-ups, Business Strategy, Business Development, Entrepreneurship, New Business Development, Product Management, SaaS, Strategic Planning, Marketing Strategy, Strategic Partnerships, Management Consulting, Product Development, Marketing, Product Marketing, Cloud Computing, Online Advertising, Enterprise Software, E-commerce, Mergers, Business Planning, Innovation, Mergers & Acquisitions, Sales Operations, Online Marketing, Strategy, Team Building, Mobile Applications, Executive Management, Venture Capital, Sales Process, Analytics, Social Media Marketing, B2B, International Business, Sales Management, Solution Selling, Team Leadership, Lead Generation, Salesforce.com, Project Management, Networking, Leadership, Cross-functional Team..., Management, CRM, Sales, Mobile Devices, Social Networking, Digital Marketing, Market Research
Education
Florida Atlantic University 2008 — 2013
Bachelor of Science (BS), International Business
Saint Andrews School 2004 — 2008
Stockholm University
Strategic Management
STADSON December 2011 - Present
FAU August 2010 - July 2011
JVB FINANCIAL GROUP, LLC May 2009 - 2009
Skills
Start-ups, Business Strategy, Business Development, Entrepreneurship, New Business Development, Product Management, SaaS, Strategic Planning, Marketing Strategy, Strategic Partnerships, Management Consulting, Product Development, Marketing, Product Marketing, Cloud Computing, Online Advertising, Enterprise Software, E-commerce, Mergers, Business Planning, Innovation, Mergers & Acquisitions, Sales Operations, Online Marketing, Strategy, Team Building, Mobile Applications, Executive Management, Venture Capital, Sales Process, Analytics, Social Media Marketing, B2B, International Business, Sales Management, Solution Selling, Team Leadership, Lead Generation, Salesforce.com, Project Management, Networking, Leadership, Cross-functional Team..., Management, CRM, Sales, Mobile Devices, Social Networking, Digital Marketing, Market Research
Education
Florida Atlantic University 2008 — 2013
Bachelor of Science (BS), International Business
Saint Andrews School 2004 — 2008
Stockholm University
Strategic Management
Deborah McNulty's JVB Financial Group, LLC Experience January 2004 - January 2015
Job VP Sales Capital Markets Group
Industry Financial Services
Experience
Nathan Hale Capital April 2015 - Present
JVB Financial Group, LLC January 2004 - January 2015
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Bonds, Securities, Investments, Microsoft Office, Alternative Investments, Asset Management, Customer Service, Microsoft Excel, Microsoft Word, New Business Development, Sales, Marketing, Capital Markets
Education
University of Miami 1998 — 2000
Master of Business Administration (MBA), International Business
Framingham State College 1984 — 1986
Bachelor of Science (B.S.)
Nathan Hale Capital April 2015 - Present
JVB Financial Group, LLC January 2004 - January 2015
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Bonds, Securities, Investments, Microsoft Office, Alternative Investments, Asset Management, Customer Service, Microsoft Excel, Microsoft Word, New Business Development, Sales, Marketing, Capital Markets
Education
University of Miami 1998 — 2000
Master of Business Administration (MBA), International Business
Framingham State College 1984 — 1986
Bachelor of Science (B.S.)
Richard Moogan Richard Moogan's JVB Financial Group, LLC Experience June 2015 - Present
Job New job as Managing Director at JVB Financial LLC and still a partner/owner in Horsepower Sales of Florida
Industry Capital Markets
Experience
JVB Financial Group, LLC June 2015 - Present
BNY Mellon Capital Markets March 2012 - November 2014
Pershing Limited December 2008 - March 2012
LaSalle Bank 1994 - 2008
LaSalle Broker Dealer Services Division 1994 - 2008
Education
Pace University
Accounting and Computer Science
JVB Financial Group, LLC June 2015 - Present
BNY Mellon Capital Markets March 2012 - November 2014
Pershing Limited December 2008 - March 2012
LaSalle Bank 1994 - 2008
LaSalle Broker Dealer Services Division 1994 - 2008
Education
Pace University
Accounting and Computer Science
Andy Strauss Andy Strauss's JVB Financial Group, LLC Experience August 2013 - July 2014
Job I help financial advisors mitigate investment risk
Industry Financial Services
Experience
Exceed Investments LLC August 2014 - Present
JVB Financial Group, LLC August 2013 - July 2014
SIP America 2012 - May 2013
BNY Mellon Wealth Management 2010 - 2012
Morgan Stanley Smith Barney 2009 - 2010
AllianceBernstein 2005 - 2009
BlackRock 2001 - 2005
Skills
Investments, Fixed Income, Alternative Investments, Series 63, Equities, Portfolio Management, Asset Management, Structured Products, Mutual Funds, Asset Allocation, Series 7, Finance, Bonds, Sales Management, FINRA, Risk Management, Hedge Funds, Wealth Management, Series 24, Securities, Financial Advisory, Financial Services, Financial Markets, Leadership, ETFs, Investment Management, Separately Managed..., Investment Strategies, Investment Advisory, Capital Markets, Business Development, Mergers & Acquisitions, New Business Development, Practice Management, Sales Presentations, Professional...
Education
Brown University
BA, Business Economics
Sparta High School
Exceed Investments LLC August 2014 - Present
JVB Financial Group, LLC August 2013 - July 2014
SIP America 2012 - May 2013
BNY Mellon Wealth Management 2010 - 2012
Morgan Stanley Smith Barney 2009 - 2010
AllianceBernstein 2005 - 2009
BlackRock 2001 - 2005
Skills
Investments, Fixed Income, Alternative Investments, Series 63, Equities, Portfolio Management, Asset Management, Structured Products, Mutual Funds, Asset Allocation, Series 7, Finance, Bonds, Sales Management, FINRA, Risk Management, Hedge Funds, Wealth Management, Series 24, Securities, Financial Advisory, Financial Services, Financial Markets, Leadership, ETFs, Investment Management, Separately Managed..., Investment Strategies, Investment Advisory, Capital Markets, Business Development, Mergers & Acquisitions, New Business Development, Practice Management, Sales Presentations, Professional...
Education
Brown University
BA, Business Economics
Sparta High School
James Fisk James Fisk's JVB Financial Group, LLC Experience May 2001 - September 2006
Job Senior Vice President of Fixed Income at Securevest Financial Group
Industry Investment Management
Experience
Securevest Financial Group September 2014 - Present
Newbridge Securities September 2006 - September 2014
JVB Financial Group May 2001 - September 2006
JVB Financial Group, LLC May 2001 - September 2006
Skills
Fixed Income, Trading, Structured Products, Bonds, Mortgage, Series 7, Bloomberg, MBS, Fixed Income Products, Investments, Fixed Income Trading, Series 24, Series 27, Series 53, Series 63, Series 99, Capital Markets, Securities, Mortgage Lending, Portfolio Management, Options, Alternative Investments, Banking, Wealth Management, Hedge Funds, FINRA, Asset Managment, Financial Markets, Equities, Investment Banking
Education
Florida State University 1973 — 1977
Bachelor of Science, Statistics and Mathematics
Florida State University 1973 — 1977
BS, Statistics
Auburn University 1972 — 1973
Bachelor of Science (B.S.), Mathematical Statistics and Probability
Deerfield Beach High School 1970 — 1972
Pompano Beach High School 1969 — 1970
Securevest Financial Group September 2014 - Present
Newbridge Securities September 2006 - September 2014
JVB Financial Group May 2001 - September 2006
JVB Financial Group, LLC May 2001 - September 2006
Skills
Fixed Income, Trading, Structured Products, Bonds, Mortgage, Series 7, Bloomberg, MBS, Fixed Income Products, Investments, Fixed Income Trading, Series 24, Series 27, Series 53, Series 63, Series 99, Capital Markets, Securities, Mortgage Lending, Portfolio Management, Options, Alternative Investments, Banking, Wealth Management, Hedge Funds, FINRA, Asset Managment, Financial Markets, Equities, Investment Banking
Education
Florida State University 1973 — 1977
Bachelor of Science, Statistics and Mathematics
Florida State University 1973 — 1977
BS, Statistics
Auburn University 1972 — 1973
Bachelor of Science (B.S.), Mathematical Statistics and Probability
Deerfield Beach High School 1970 — 1972
Pompano Beach High School 1969 — 1970
Andrew Ahn Andrew Ahn's JVB Financial Group, LLC Experience January 2013 - May 2013
Job Analyst PMG Power & Utilities
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ December 2014 - Present
HSBC July 2013 - May 2014
JVB Financial Group, LLC January 2013 - May 2013
G.X. Clarke & CO June 2012 - December 2012
Interoute June 2011 - August 2011
Sterling Stamos August 2010 - September 2010
J.P. Morgan May 2010 - August 2010
Skills
Fixed Income, Capital Markets, Bloomberg Terminal, Financial Analysis, Microsoft Office, Asset Managment, Financial Markets, New Business Development, Securities, Alternative Investments, Trading, Asset Management, Structured Products, Bonds, Banking, Credit, Investment Banking
Education
Haverford College 2008 — 2012
B.A., Economics with Math Concentration
London School of Economics 2010 — 2011
Economics, Finance, Accounting
IES Study Abroad - Tokyo, Japan 2009 — 2009
Yonsei University 2008 — 2008
Lick-Wilmerding 2004 — 2008
San Francisco Conservatory of Music 2000 — 2008
Classical Piano
Bank of Tokyo-Mitsubishi UFJ December 2014 - Present
HSBC July 2013 - May 2014
JVB Financial Group, LLC January 2013 - May 2013
G.X. Clarke & CO June 2012 - December 2012
Interoute June 2011 - August 2011
Sterling Stamos August 2010 - September 2010
J.P. Morgan May 2010 - August 2010
Skills
Fixed Income, Capital Markets, Bloomberg Terminal, Financial Analysis, Microsoft Office, Asset Managment, Financial Markets, New Business Development, Securities, Alternative Investments, Trading, Asset Management, Structured Products, Bonds, Banking, Credit, Investment Banking
Education
Haverford College 2008 — 2012
B.A., Economics with Math Concentration
London School of Economics 2010 — 2011
Economics, Finance, Accounting
IES Study Abroad - Tokyo, Japan 2009 — 2009
Yonsei University 2008 — 2008
Lick-Wilmerding 2004 — 2008
San Francisco Conservatory of Music 2000 — 2008
Classical Piano
Doug Gillespie Jr. Doug Gillespie Jr.'s JVB Financial Group, LLC Experience September 2014 - Present
Job Sr. VP High Yield Sales and Trading at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC September 2014 - Present
TMC Bonds May 2011 - Present
Bear Stearns and Newedge LLC January 2008 - October 2009
Proprietary Equity Trading July 2006 - September 2007
Pru Global Securities April 2005 - June 2006
UBS September 2002 - April 2005
Skills
Trading, Investments,..., Financial Markets, Fixed Income, Series 7, Trading, Series 63, Trading Systems, Bonds, Hedge Funds, Options, Bloomberg, Asset Allocation, Series 24, Securities, FINRA, Electronic Trading, Equities, Trading Strategies, Investment Management, FX Options, Capital Markets, Alternative Investments, Proprietary Trading, Equity Trading, Swaps
Education
Monmouth University 1997 — 2000
Bachelor's degree, Finance, Economics
JVB Financial Group, LLC September 2014 - Present
TMC Bonds May 2011 - Present
Bear Stearns and Newedge LLC January 2008 - October 2009
Proprietary Equity Trading July 2006 - September 2007
Pru Global Securities April 2005 - June 2006
UBS September 2002 - April 2005
Skills
Trading, Investments,..., Financial Markets, Fixed Income, Series 7, Trading, Series 63, Trading Systems, Bonds, Hedge Funds, Options, Bloomberg, Asset Allocation, Series 24, Securities, FINRA, Electronic Trading, Equities, Trading Strategies, Investment Management, FX Options, Capital Markets, Alternative Investments, Proprietary Trading, Equity Trading, Swaps
Education
Monmouth University 1997 — 2000
Bachelor's degree, Finance, Economics
Dan Menscher Dan Menscher's JVB Financial Group, LLC Experience February 2010 - Present
Job National Sales Manager at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC February 2010 - Present
New England Financial June 2007 - January 2010
JVB Financial Group March 2004 - June 2007
Morgan Stanley 1983 - 2004
Dean Witter 1983 - 1997
Skills
Wealth Management, Asset Management, Sales, MBS, Bonds, Investments, Bloomberg, Trading, Asset Managment, Fixed Income, Insurance, Series 63, Series 7, Financial Services, Capital Markets, Banking, Derivatives, Securities, Fixed Annuities, FINRA, Equities, Financial Modeling, Microsoft Excel, Life Insurance, Series 24, Portfolio Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Psychology
JVB Financial Group, LLC February 2010 - Present
New England Financial June 2007 - January 2010
JVB Financial Group March 2004 - June 2007
Morgan Stanley 1983 - 2004
Dean Witter 1983 - 1997
Skills
Wealth Management, Asset Management, Sales, MBS, Bonds, Investments, Bloomberg, Trading, Asset Managment, Fixed Income, Insurance, Series 63, Series 7, Financial Services, Capital Markets, Banking, Derivatives, Securities, Fixed Annuities, FINRA, Equities, Financial Modeling, Microsoft Excel, Life Insurance, Series 24, Portfolio Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Psychology
Richard Anthony Moogan Richard Anthony Moogan's JVB Financial Group, LLC Experience April 2007 - May 2011
Job Searching for New Employment Opportunity
Industry Financial Services
Experience
Searching for New Employment Opportunity November 2013 - Present
C&Co/PrinceRidge LLC March 2013 - October 2013
CBG Financial Group LLC August 2011 - March 2013
JVB Financial Group, LLC April 2007 - May 2011
LaSalle Bank May 2003 - April 2007
Skills
Trading, Series 7, Fixed Income, Bloomberg, Structured Products, Sales, Series 63, Marketing, Certificates of Deposit, Credit, Microsoft Office, Microsoft Excel, Portfolio Management, QuickBooks
Education
Palm Beach State College 1998 — 2000
Searching for New Employment Opportunity November 2013 - Present
C&Co/PrinceRidge LLC March 2013 - October 2013
CBG Financial Group LLC August 2011 - March 2013
JVB Financial Group, LLC April 2007 - May 2011
LaSalle Bank May 2003 - April 2007
Skills
Trading, Series 7, Fixed Income, Bloomberg, Structured Products, Sales, Series 63, Marketing, Certificates of Deposit, Credit, Microsoft Office, Microsoft Excel, Portfolio Management, QuickBooks
Education
Palm Beach State College 1998 — 2000
Lourdes Candelaria-Smith Lourdes Candelaria-Smith's JVB Financial Group, LLC Experience August 2009 - November 2010
Job Sales Assistant Fixed Income Desk at BBVA
Industry Marketing and Advertising
Experience
BBVA November 2010 - Present
JVB Financial Group, LLC August 2009 - November 2010
Citigroup Inc. February 2004 - March 2009
Citi 2006 - 2009
Skills
Bloomberg, Series 63, Marketing, Social Media, Financial Analysis, Financial Markets, Microsoft Office, Microsoft Excel, Investments, Sales, Strategy, Digital Strategy, Bonds, Marketing Communications, E-commerce, Strategic Planning, Fixed Income, Online Advertising, Multi-channel Marketing, Banking, Budgets, Emerging Markets, Financial Services, Analytics, Relationship Management, Portfolio Management, Asset Management, Integrated Marketing, Marketing Strategy, Email Marketing, PowerPoint, Series 7, Segmentation, Competitive Analysis, Spanish, Management, Direct Marketing, Equities, Investment Banking, Marketing Management, Derivatives, Trading, Program Management, New Business Development, Risk Management, Capital Markets, CRM, Digital Marketing, Outlook, Account Management
Education
Ithaca College 1983 — 1987
BS, Communications - Corporate Media
BBVA November 2010 - Present
JVB Financial Group, LLC August 2009 - November 2010
Citigroup Inc. February 2004 - March 2009
Citi 2006 - 2009
Skills
Bloomberg, Series 63, Marketing, Social Media, Financial Analysis, Financial Markets, Microsoft Office, Microsoft Excel, Investments, Sales, Strategy, Digital Strategy, Bonds, Marketing Communications, E-commerce, Strategic Planning, Fixed Income, Online Advertising, Multi-channel Marketing, Banking, Budgets, Emerging Markets, Financial Services, Analytics, Relationship Management, Portfolio Management, Asset Management, Integrated Marketing, Marketing Strategy, Email Marketing, PowerPoint, Series 7, Segmentation, Competitive Analysis, Spanish, Management, Direct Marketing, Equities, Investment Banking, Marketing Management, Derivatives, Trading, Program Management, New Business Development, Risk Management, Capital Markets, CRM, Digital Marketing, Outlook, Account Management
Education
Ithaca College 1983 — 1987
BS, Communications - Corporate Media
Bill Seery's JVB Financial Group, LLC Experience July 2012 - July 2013
Job Principal at Delta Vega Capital
Industry Computer Software
Experience
Delta Vega Capital July 2013 - Present
JVB Financial Group, LLC July 2012 - July 2013
CapRok Capital May 2011 - May 2012
Vumanity May 2011 - November 2011
ValAlpha March 2009 - June 2011
Aon November 2009 - May 2011
Allianz Risk Transfer April 1998 - March 2009
Capital Markets Assurance Corp (CAPMAC) 1987 - 1998
Citibank January 1984 - January 1989
NASA May 1983 - August 1983
Skills
Financial Structuring, Fixed Income, Derivatives, Asset Managment, Hedge Funds, Structured Finance, Asset Management, Investments, Trading, Bloomberg, Capital Markets, Financial Risk, Credit, Bonds, Structured Products, Private Equity, Securities, Emerging Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University 1981 — 1985
BA, Computer Science
Delta Vega Capital July 2013 - Present
JVB Financial Group, LLC July 2012 - July 2013
CapRok Capital May 2011 - May 2012
Vumanity May 2011 - November 2011
ValAlpha March 2009 - June 2011
Aon November 2009 - May 2011
Allianz Risk Transfer April 1998 - March 2009
Capital Markets Assurance Corp (CAPMAC) 1987 - 1998
Citibank January 1984 - January 1989
NASA May 1983 - August 1983
Skills
Financial Structuring, Fixed Income, Derivatives, Asset Managment, Hedge Funds, Structured Finance, Asset Management, Investments, Trading, Bloomberg, Capital Markets, Financial Risk, Credit, Bonds, Structured Products, Private Equity, Securities, Emerging Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University 1981 — 1985
BA, Computer Science
Kelly Stapleton's JVB Financial Group, LLC Experience September 2009 - Present
Job Trader Government Agency Debt at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC September 2009 - Present
First Baptist Church of Boca Raton September 2009 - May 2013
Skills
Capital Markets, Credit, Bloomberg, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Princeton University 2004 — 2009
Bachelor of Science and Engineering, Operations Research and Financial Engineering
JVB Financial Group, LLC September 2009 - Present
First Baptist Church of Boca Raton September 2009 - May 2013
Skills
Capital Markets, Credit, Bloomberg, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Princeton University 2004 — 2009
Bachelor of Science and Engineering, Operations Research and Financial Engineering
Max Wainer's JVB Financial Group, LLC Experience July 2011 - July 2011
Job Omni Assistant Merchandise Planner Fine Watches
Industry Retail
Experience
Macy's February 2015 - Present
Macy's December 2014 - February 2015
Macy's June 2014 - December 2014
Amazon December 2013 - May 2014
Tucker Blair September 2013 - May 2014
Campus Catering February 2011 - April 2014
World Financial Group (WFG) May 2013 - January 2014
OnProcess Technology May 2012 - August 2012
Ameridose, LLC- Sterile Admixing Services June 2011 - August 2011
JVB Financial Group, LLC July 2011 - July 2011
Skills
Microsoft Word, Excel,..., PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Outlook, Market Research, Microsoft Office, Customer Service, Research, Minitab, Teamwork, Data Analysis, Finance, Social Networking, Access
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science, Finance & Marketing
Natick High School
Macy's February 2015 - Present
Macy's December 2014 - February 2015
Macy's June 2014 - December 2014
Amazon December 2013 - May 2014
Tucker Blair September 2013 - May 2014
Campus Catering February 2011 - April 2014
World Financial Group (WFG) May 2013 - January 2014
OnProcess Technology May 2012 - August 2012
Ameridose, LLC- Sterile Admixing Services June 2011 - August 2011
JVB Financial Group, LLC July 2011 - July 2011
Skills
Microsoft Word, Excel,..., PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Outlook, Market Research, Microsoft Office, Customer Service, Research, Minitab, Teamwork, Data Analysis, Finance, Social Networking, Access
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science, Finance & Marketing
Natick High School
Craig Nathanson, CAIA's JVB Financial Group, LLC Experience April 2003 - March 2007
Job Founder/Managing Partner at Frontier Securities LLC
Industry Financial Services
Experience
Frontier Securities LLC February 2009 - Present
Western International Securities March 2007 - Present
JVB Financial Group, LLC April 2003 - March 2007
Bank One September 1997 - March 2003
Skills
Series 7, Series 24, Series 53, Series 63, Series 65, Wealth Management, Securities, Fixed Income, FINRA, Equities
Education
The Ohio State University 1991 — 1995
Frontier Securities LLC February 2009 - Present
Western International Securities March 2007 - Present
JVB Financial Group, LLC April 2003 - March 2007
Bank One September 1997 - March 2003
Skills
Series 7, Series 24, Series 53, Series 63, Series 65, Wealth Management, Securities, Fixed Income, FINRA, Equities
Education
The Ohio State University 1991 — 1995
Staci Raymond Staci Raymond's JVB Financial Group, LLC Experience April 2002 - Present
Job Operations Specialist at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC April 2002 - Present
Skills
Microsoft Office, Management, Financial Services, Customer Service, Banking, Securities, Bloomberg, Finance, Fixed Income, Capital Markets, Bonds
Education
Tehran American School
High School
University of Florida
Associate’s Degree
t
JVB Financial Group, LLC April 2002 - Present
Skills
Microsoft Office, Management, Financial Services, Customer Service, Banking, Securities, Bloomberg, Finance, Fixed Income, Capital Markets, Bonds
Education
Tehran American School
High School
University of Florida
Associate’s Degree
t
Cary Appel Cary Appel's JVB Financial Group, LLC Experience January 2000 - Present
Job SVP fixed income arbitrage dept at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC January 2000 - Present
Skills
Fixed Income, Series 7, Bloomberg, Series 63, Bonds, Capital Markets, Wealth Management, Securities, Trading, Investments, Structured Products, Alternative Investments
Education
Rutgers University
JVB Financial Group, LLC January 2000 - Present
Skills
Fixed Income, Series 7, Bloomberg, Series 63, Bonds, Capital Markets, Wealth Management, Securities, Trading, Investments, Structured Products, Alternative Investments
Education
Rutgers University
Robert Fuchs Robert Fuchs's JVB Financial Group, LLC Experience April 2013 - Present
Job Executive Director at JVB Financial
Industry Capital Markets
Experience
JVB Financial Group, LLC April 2013 - Present
MountainView Securities, LLC August 2010 - April 2013
SMH Capital January 2000 - June 2010
Skills
Trading lines for TBA..., Mortgage Lending, Loans, Loan Origination, Credit Analysis, Real Estate, Finance, Banking, Trading, Mortgage Banking, Capital Markets, FHA, Residential Mortgages, Credit, Financial Services
Education
University of Houston 1986 — 1988
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1973 — 1976
JVB Financial Group, LLC April 2013 - Present
MountainView Securities, LLC August 2010 - April 2013
SMH Capital January 2000 - June 2010
Skills
Trading lines for TBA..., Mortgage Lending, Loans, Loan Origination, Credit Analysis, Real Estate, Finance, Banking, Trading, Mortgage Banking, Capital Markets, FHA, Residential Mortgages, Credit, Financial Services
Education
University of Houston 1986 — 1988
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1973 — 1976
Jonnell Cuddahy's JVB Financial Group, LLC Experience January 2011 - Present
Job Vice President, Human Resources and Payroll Manager at JVB Financial Group, LLC
Industry Human Resources
Experience
Institutional Financial Markets, Inc. (formerly Cohen & Company) January 2006 - Present
JVB Financial Group, LLC January 2011 - Present
C&Co/PrinceRidge LLC September 2012 - Present
Addisons Ball, benefit for congenital heart disease January 2008 - Present
IHS Global Insight February 1999 - December 2005
Skills
Payroll Processing, HRIS, Benefits Administration, HR Policies, Office Management, Immigration, 401k, EEO compliance, ERISA, I-9 Compliance, Administrative Support, HIPAA, Health Insurance, Disability Insurance, Insurance Claims, COBRA Administration, Diversity Training, Severance, New Hire Orientation, Supervisory Skills, Administrative..., Payroll, New Hire Orientations, COBRA, Employee Relations, Immigration Law, Human Resources, Employee Benefits, Insurance, Management, Labor Relations
Education
Delaware County Community College 2005 — 2006
HRMC, Human Resources
Institutional Financial Markets, Inc. (formerly Cohen & Company) January 2006 - Present
JVB Financial Group, LLC January 2011 - Present
C&Co/PrinceRidge LLC September 2012 - Present
Addisons Ball, benefit for congenital heart disease January 2008 - Present
IHS Global Insight February 1999 - December 2005
Skills
Payroll Processing, HRIS, Benefits Administration, HR Policies, Office Management, Immigration, 401k, EEO compliance, ERISA, I-9 Compliance, Administrative Support, HIPAA, Health Insurance, Disability Insurance, Insurance Claims, COBRA Administration, Diversity Training, Severance, New Hire Orientation, Supervisory Skills, Administrative..., Payroll, New Hire Orientations, COBRA, Employee Relations, Immigration Law, Human Resources, Employee Benefits, Insurance, Management, Labor Relations
Education
Delaware County Community College 2005 — 2006
HRMC, Human Resources
Juliana Attwood's JVB Financial Group, LLC Experience 2009 - September 2010
Job Institutional Corporate Sales
Industry Financial Services
Experience
Mesirow Financial July 2012 - June 2014
Oppenheimer & Co. October 2010 - June 2012
JVB Financial Group, LLC 2009 - September 2010
Hapoalim Securities 2008 - 2009
Sanders Morris Harris January 2006 - October 2007
Advest, Inc. July 2005 - December 2005
First Albany Capital 1994 - 2005
Chemical Securities, Inc. 1981 - 1994
Skills
Credit, Fixed Income, Hedge Funds, Investments, Bloomberg, MBS, Asset Allocation, Trading, ABS, Valuation, Financial Analysis, Series 7, Series 63, Equities, Asset Management, Financial Markets, Structured Finance, High Yield, Finance, Structured Products, Derivatives, Economics, CMBS, Institutional..., Emerging Markets, Equity Research, Investment Strategies, Options, Mutual Funds, CDO, Wealth Management, FINRA, Due Diligence, Corporate Finance, Electronic Trading, Trading Systems, Venture Capital, Credit Analysis, Investor Relations, Equity Derivatives, ETFs, Business Development, Bloomberg Terminal, Private Placements, Financial Risk, Risk Management, Leveraged Finance, Credit Risk, Relationship Management, Loans
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford
Bachelor of Science (BS), Biology, General
Mesirow Financial July 2012 - June 2014
Oppenheimer & Co. October 2010 - June 2012
JVB Financial Group, LLC 2009 - September 2010
Hapoalim Securities 2008 - 2009
Sanders Morris Harris January 2006 - October 2007
Advest, Inc. July 2005 - December 2005
First Albany Capital 1994 - 2005
Chemical Securities, Inc. 1981 - 1994
Skills
Credit, Fixed Income, Hedge Funds, Investments, Bloomberg, MBS, Asset Allocation, Trading, ABS, Valuation, Financial Analysis, Series 7, Series 63, Equities, Asset Management, Financial Markets, Structured Finance, High Yield, Finance, Structured Products, Derivatives, Economics, CMBS, Institutional..., Emerging Markets, Equity Research, Investment Strategies, Options, Mutual Funds, CDO, Wealth Management, FINRA, Due Diligence, Corporate Finance, Electronic Trading, Trading Systems, Venture Capital, Credit Analysis, Investor Relations, Equity Derivatives, ETFs, Business Development, Bloomberg Terminal, Private Placements, Financial Risk, Risk Management, Leveraged Finance, Credit Risk, Relationship Management, Loans
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford
Bachelor of Science (BS), Biology, General
Steve D'Agostino's JVB Financial Group, LLC Experience March 2006 - Present
Job Managing Director at JVB Financial Group
Industry Investment Management
Experience
JVB Financial Group, LLC March 2006 - Present
Merrill Lynch 2003 - 2006
Credit Suisse First Boston 1999 - 2003
Chase Securities Inc. 1997 - 1999
Credit Suisse First Boston 1993 - 1997
Skills
CDO, Securitization, ABS, Financial Structuring, Structured Products, CMBS, CLO, Trading, Investment Banking, Hedge Funds, Fixed Income, Credit, Structured Finance, Derivatives, Securities, Capital Markets
Education
Cornell University 1989 — 1993
BS, Electrical Engineering
JVB Financial Group, LLC March 2006 - Present
Merrill Lynch 2003 - 2006
Credit Suisse First Boston 1999 - 2003
Chase Securities Inc. 1997 - 1999
Credit Suisse First Boston 1993 - 1997
Skills
CDO, Securitization, ABS, Financial Structuring, Structured Products, CMBS, CLO, Trading, Investment Banking, Hedge Funds, Fixed Income, Credit, Structured Finance, Derivatives, Securities, Capital Markets
Education
Cornell University 1989 — 1993
BS, Electrical Engineering
Bill Sias's JVB Financial Group, LLC Experience April 2013 - November 2014
Job Owner at Eagle Delivery Service Company
Industry Financial Services
Experience
Eagle Delivery Service Company November 2014 - Present
JVB Financial Group, LLC April 2013 - November 2014
MountainView Securities August 2010 - April 2013
Madison Williams and Company December 2009 - July 2010
SMH Capital June 2002 - December 2009
Skills
Due Diligence, Strategic Planning, Investments, Mortgage, Sales Management, Mortgage Banking, Financial Analysis, Business Development, Mortgage Lending, Banking, Executive Management, Loan Origination, Credit, Financial Modeling, Loans, Risk Management, Capital Markets, Fixed Income, Financial Structuring, Portfolio Management, Asset Management, Valuation, Securities, Credit Analysis, Series 7, Trading, Structured Finance, Credit Risk
Education
Rice University - Jesse H. Jones Graduate School of Management 1984 — 1986
MBA, Finance/Accoounting
St. Lawrence University 1975 — 1979
BS, Economics/Geology
Staples High School 1972 — 1975
Eagle Delivery Service Company November 2014 - Present
JVB Financial Group, LLC April 2013 - November 2014
MountainView Securities August 2010 - April 2013
Madison Williams and Company December 2009 - July 2010
SMH Capital June 2002 - December 2009
Skills
Due Diligence, Strategic Planning, Investments, Mortgage, Sales Management, Mortgage Banking, Financial Analysis, Business Development, Mortgage Lending, Banking, Executive Management, Loan Origination, Credit, Financial Modeling, Loans, Risk Management, Capital Markets, Fixed Income, Financial Structuring, Portfolio Management, Asset Management, Valuation, Securities, Credit Analysis, Series 7, Trading, Structured Finance, Credit Risk
Education
Rice University - Jesse H. Jones Graduate School of Management 1984 — 1986
MBA, Finance/Accoounting
St. Lawrence University 1975 — 1979
BS, Economics/Geology
Staples High School 1972 — 1975
Brendan Shanahan's JVB Financial Group, LLC Experience November 2013 - Present
Job Senior Vice President at JVB Financial Group, LLC
Industry Capital Markets
Experience
JVB Financial Group, LLC November 2013 - Present
Cortview Capital Markets/Pierpont Securities June 2012 - September 2013
Bank of Montreal November 2010 - April 2012
SunTrust Bank January 2008 - September 2010
Prudential Financial March 1998 - October 2007
Salomon Brothers October 1986 - March 1998
Skills
Electronic Trading, Structured Products, Series 24, Swaps, New Business Development
Education
University of Colorado Boulder 1981 — 1985
Business/Managerial Economics
JVB Financial Group, LLC November 2013 - Present
Cortview Capital Markets/Pierpont Securities June 2012 - September 2013
Bank of Montreal November 2010 - April 2012
SunTrust Bank January 2008 - September 2010
Prudential Financial March 1998 - October 2007
Salomon Brothers October 1986 - March 1998
Skills
Electronic Trading, Structured Products, Series 24, Swaps, New Business Development
Education
University of Colorado Boulder 1981 — 1985
Business/Managerial Economics
Jeff Knox's JVB Financial Group, LLC Experience May 2006 - June 2008
Job Senior Vice President at Newbridge Securities
Industry Financial Services
Experience
Newbridge Securities January 2011 - December 2011
Pershing Trading Services September 2009 - December 2010
Pershing BNY/Mellon September 2009 - December 2010
Pershing, LLC 2009 - 2010
Ibis Financial Group April 2009 - September 2009
JVB Financial Group, LLC May 2006 - June 2008
J.V.B. Financial Group 2006 - 2008
LaSalle Bank 1996 - 2006
William R. Hough January 1990 - January 1991
Bear Stearns September 1985 - September 1989
Skills
Fixed Income, Series 7, Securities, Portfolio Management, Trading, MBS, Series 24, Series 63, Bonds, Finance, Alternative Investments, Structured Products, Hedging, Valuation, Capital Markets, Hedge Funds, Mutual Funds, Asset Management, Equities, Wealth Management, Bloomberg, Investments, FINRA
Education
Maharishi University of Management 1974 — 1979
BA, Philosophy
Salisbury University 1976 — 1977
Trigonomitry
Newbridge Securities January 2011 - December 2011
Pershing Trading Services September 2009 - December 2010
Pershing BNY/Mellon September 2009 - December 2010
Pershing, LLC 2009 - 2010
Ibis Financial Group April 2009 - September 2009
JVB Financial Group, LLC May 2006 - June 2008
J.V.B. Financial Group 2006 - 2008
LaSalle Bank 1996 - 2006
William R. Hough January 1990 - January 1991
Bear Stearns September 1985 - September 1989
Skills
Fixed Income, Series 7, Securities, Portfolio Management, Trading, MBS, Series 24, Series 63, Bonds, Finance, Alternative Investments, Structured Products, Hedging, Valuation, Capital Markets, Hedge Funds, Mutual Funds, Asset Management, Equities, Wealth Management, Bloomberg, Investments, FINRA
Education
Maharishi University of Management 1974 — 1979
BA, Philosophy
Salisbury University 1976 — 1977
Trigonomitry
ken ratcliffe's JVB Financial Group, LLC Experience September 2014 - March 2015
Job Senior Vice President Fixed Income Sales at JVB Financial Group LLC
Industry Financial Services
Experience
JVB Financial Group LLC September 2014 - March 2015
Vining Sparks, IBG June 2007 - September 2014
Royal Bank of Canada 2004 - 2006
Skills
Fixed Income, Series 7, Securities, Investments, Series 63, Portfolio Management, Capital Markets, Equities, Investment Banking, Bloomberg, Bonds, Derivatives, Trading, Hedge Funds, Asset Management, Financial Modeling, Banking, Alternative Investments, Valuation, Credit, Municipal Bonds
Education
Skidmore College 1987 — 1992
Bachelor's degree, Economics
Rumson Country Day School 1974 — 1984
JVB Financial Group LLC September 2014 - March 2015
Vining Sparks, IBG June 2007 - September 2014
Royal Bank of Canada 2004 - 2006
Skills
Fixed Income, Series 7, Securities, Investments, Series 63, Portfolio Management, Capital Markets, Equities, Investment Banking, Bloomberg, Bonds, Derivatives, Trading, Hedge Funds, Asset Management, Financial Modeling, Banking, Alternative Investments, Valuation, Credit, Municipal Bonds
Education
Skidmore College 1987 — 1992
Bachelor's degree, Economics
Rumson Country Day School 1974 — 1984
Joe Stincic's JVB Financial Group, LLC Experience April 2013 - January 2014
Job Accounting Manager at Medytox Solutions, Inc
Industry Hospital & Health Care
Experience
Medytox Solutions, Inc. December 2014 - Present
JVB Financial Group, LLC April 2013 - January 2014
Office Depot January 2008 - September 2012
Office Depot (via Robert Half) July 2007 - January 2008
Oce Financial Services December 2003 - June 2007
Skills
US GAAP, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Reporting, Financial Accounting, Variance Analysis, Accounting, Forecasting, Managerial Finance, Financial Analysis, General Ledger, Accounts Payable, Strategic Financial..., PeopleSoft, Oracle E-Business Suite, JD Edwards, Hyperion Enterprise, Budget Process, Consolidation, Essbase, Sarbanes-Oxley, Executive Coaching, Cash Flow, Accounts Receivable, Payroll, Leadership, Leadership Development, Training, Coaching, Team Leadership, Public Speaking, Fixed Assets, Tax, Hyperion
Education
University of Miami - School of Business 1996 — 1997
Master of Business Administration (M.B.A.), International Business
University of Florida 1980 — 1983
BS, Accounting
Medytox Solutions, Inc. December 2014 - Present
JVB Financial Group, LLC April 2013 - January 2014
Office Depot January 2008 - September 2012
Office Depot (via Robert Half) July 2007 - January 2008
Oce Financial Services December 2003 - June 2007
Skills
US GAAP, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Reporting, Financial Accounting, Variance Analysis, Accounting, Forecasting, Managerial Finance, Financial Analysis, General Ledger, Accounts Payable, Strategic Financial..., PeopleSoft, Oracle E-Business Suite, JD Edwards, Hyperion Enterprise, Budget Process, Consolidation, Essbase, Sarbanes-Oxley, Executive Coaching, Cash Flow, Accounts Receivable, Payroll, Leadership, Leadership Development, Training, Coaching, Team Leadership, Public Speaking, Fixed Assets, Tax, Hyperion
Education
University of Miami - School of Business 1996 — 1997
Master of Business Administration (M.B.A.), International Business
University of Florida 1980 — 1983
BS, Accounting
Ruberli Castro's JVB Financial Group, LLC Experience April 2005 - Present
Job Sr. Network Engineer at JVB Financial
Industry Financial Services
Experience
JVB Financial Group, LLC April 2005 - Present
LaSalle BDSD 2003 - 2005
Skills
Strategic Planning, Information Technology, Active Directory, VMware, Cisco Technologies, Sonicwall, VMware ESX, Networking, Disaster Recovery, Virtualization, Group Policy, VMware Infrastructure, Server Administration, Network Administration, SAN, LAN-WAN, Firewalls, Cisco IOS, Security, Microsoft Exchange, Windows Server, Data Center, Servers, Network Security, VPN
Education
American InterContinental University 2000 — 2002
Bachelor of Arts (BA), Information Technology
Keiser University-Ft Lauderdale 1998 — 2000
Associate's Degree, Business
JVB Financial Group, LLC April 2005 - Present
LaSalle BDSD 2003 - 2005
Skills
Strategic Planning, Information Technology, Active Directory, VMware, Cisco Technologies, Sonicwall, VMware ESX, Networking, Disaster Recovery, Virtualization, Group Policy, VMware Infrastructure, Server Administration, Network Administration, SAN, LAN-WAN, Firewalls, Cisco IOS, Security, Microsoft Exchange, Windows Server, Data Center, Servers, Network Security, VPN
Education
American InterContinental University 2000 — 2002
Bachelor of Arts (BA), Information Technology
Keiser University-Ft Lauderdale 1998 — 2000
Associate's Degree, Business
James Dotzman's JVB Financial Group, LLC Experience November 2009 - December 2010
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2013 - Present
Piper Jaffray January 2011 - August 2013
JVB Financial Group, LLC November 2009 - December 2010
Td Securities USA Inc January 2009 - November 2009
Commerce Capital Markets September 2006 - December 2008
Starboard Capital Markets Inc July 1994 - September 2006
A. Webster Dougherty & Co., Inc. January 1985 - July 1994
Skills
Investments, Asset Allocation, Securities, Financial Services, Fixed Income Strategies, Wealth Management..., Microsoft Office,..., Relationship Management
Education
La Salle University - School of Business Administration 1978 — 1982
B.S., Accounting, Finance
North Catholic H.S. 1974 — 1978
Oppenheimer & Co. Inc. August 2013 - Present
Piper Jaffray January 2011 - August 2013
JVB Financial Group, LLC November 2009 - December 2010
Td Securities USA Inc January 2009 - November 2009
Commerce Capital Markets September 2006 - December 2008
Starboard Capital Markets Inc July 1994 - September 2006
A. Webster Dougherty & Co., Inc. January 1985 - July 1994
Skills
Investments, Asset Allocation, Securities, Financial Services, Fixed Income Strategies, Wealth Management..., Microsoft Office,..., Relationship Management
Education
La Salle University - School of Business Administration 1978 — 1982
B.S., Accounting, Finance
North Catholic H.S. 1974 — 1978
Kenny Perschetz's JVB Financial Group, LLC Experience April 2012 - Present
Job ARM MBS Trader
Industry Financial Services
Experience
JVB Financial Group, LLC April 2012 - Present
Oppenheimer & Co. June 2010 - March 2012
Nomura Securities 2006 - 2008
Sandler O'Neill & Partners 1994 - 2006
Bear Stearns 1986 - 1994
Dean Witter 1983 - 1986
Standard & Poor's 1977 - 1983
Education
Fordham University 1978 — 1980
MBA
University of Hartford 1973 — 1977
BS
JVB Financial Group, LLC April 2012 - Present
Oppenheimer & Co. June 2010 - March 2012
Nomura Securities 2006 - 2008
Sandler O'Neill & Partners 1994 - 2006
Bear Stearns 1986 - 1994
Dean Witter 1983 - 1986
Standard & Poor's 1977 - 1983
Education
Fordham University 1978 — 1980
MBA
University of Hartford 1973 — 1977
BS
Joseph Ryan's JVB Financial Group, LLC Experience January 2013 - Present
Job Senior Vice PresidentFixed Income Sales at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC January 2013 - Present
Morgan Stanley August 2010 - April 2012
Finacorp Securities July 2009 - September 2010
Blaylock Robert Van February 2008 - March 2009
Credit Suisse January 1995 - January 2007
Paine Webber December 1992 - December 1994
Bear Stearns July 1991 - November 1992
Prudential Bache Securities July 1986 - June 1991
Skills
Fixed Income, Capital Markets, Trading, Bonds, Series 7, Electronic Trading, Hedge Funds, Securities, Investment Banking, Credit, Credit Derivatives, Derivatives, Structured Finance, Bloomberg, Swaps, Structured Products, Series 63, Equities, Alternative Investments, Interest Rate..., FINRA, Financial Markets, Asset Management, Equity Capital Markets, Relationship Management, Series 24, Options, Corporate Finance, Equity Trading, Fixed Income Products, Customer Service, High Yield, Customer Relations, Debt, Fixed Income Trading, Series 79
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & International Business
Harvard University 1982 — 1986
B.A., Classics
Xavier High School 1978 — 1982
Diploma
JVB Financial Group, LLC January 2013 - Present
Morgan Stanley August 2010 - April 2012
Finacorp Securities July 2009 - September 2010
Blaylock Robert Van February 2008 - March 2009
Credit Suisse January 1995 - January 2007
Paine Webber December 1992 - December 1994
Bear Stearns July 1991 - November 1992
Prudential Bache Securities July 1986 - June 1991
Skills
Fixed Income, Capital Markets, Trading, Bonds, Series 7, Electronic Trading, Hedge Funds, Securities, Investment Banking, Credit, Credit Derivatives, Derivatives, Structured Finance, Bloomberg, Swaps, Structured Products, Series 63, Equities, Alternative Investments, Interest Rate..., FINRA, Financial Markets, Asset Management, Equity Capital Markets, Relationship Management, Series 24, Options, Corporate Finance, Equity Trading, Fixed Income Products, Customer Service, High Yield, Customer Relations, Debt, Fixed Income Trading, Series 79
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & International Business
Harvard University 1982 — 1986
B.A., Classics
Xavier High School 1978 — 1982
Diploma
Joseph Cianci's JVB Financial Group, LLC Experience 2011 - Present
Job Associate Director
Industry Financial Services
Experience
JVB Financial Group, LLC 2011 - Present
Hapoalim Securities 2009 - 2011
IFMG Securities 2006 - 2008
NYLIFE Securities Corp 2004 - 2006
The MONY Group 2000 - 2004
MONY Securities Corp 2000 - 2004
Skills
Securities, Trading, Equities, Bonds, Electronic Trading, Options, Fixed Income, Bloomberg, Series 24, Settlement, Mutual Funds
Education
City University of New York-Hunter College 1985 — 1990
BA, Biology/Chemistry
JVB Financial Group, LLC 2011 - Present
Hapoalim Securities 2009 - 2011
IFMG Securities 2006 - 2008
NYLIFE Securities Corp 2004 - 2006
The MONY Group 2000 - 2004
MONY Securities Corp 2000 - 2004
Skills
Securities, Trading, Equities, Bonds, Electronic Trading, Options, Fixed Income, Bloomberg, Series 24, Settlement, Mutual Funds
Education
City University of New York-Hunter College 1985 — 1990
BA, Biology/Chemistry
Rian Murphy's JVB Financial Group, LLC Experience April 2015 - Present
Job Executive Director at JVB Financial Group, LLC
Industry Investment Banking
Experience
JVB Financial Group, LLC April 2015 - Present
Credit Suisse July 1997 - November 2013
Skills
Prime Brokerage, Bloomberg, Hedge Funds, Equities, Series 7, Investments, Securities, Credit Risk, Finance, Funding, Capital Markets, Trading Systems, Middle Office, Structured Products, Bonds, Series 63, Securities Lending
Education
Iona College 1990 — 1994
JVB Financial Group, LLC April 2015 - Present
Credit Suisse July 1997 - November 2013
Skills
Prime Brokerage, Bloomberg, Hedge Funds, Equities, Series 7, Investments, Securities, Credit Risk, Finance, Funding, Capital Markets, Trading Systems, Middle Office, Structured Products, Bonds, Series 63, Securities Lending
Education
Iona College 1990 — 1994
Derrick Shea's JVB Financial Group, LLC Experience August 2001 - September 2006
Job Executive Director at Atlas One Financial
Industry Investment Management
Experience
Atlas One Financial January 2009 - Present
Newbridge Securities September 2006 - January 2009
JVB Financial Group, LLC August 2001 - September 2006
Wells Fargo Advisors January 1996 - June 2001
ABN AMRO Bank N.V. January 1992 - May 1996
Barnett Banks, Inc. 1987 - 1992
Skills
Series 24, Series 7, Series 63, Trading, Fixed Income, Portfolio Management, Asset Management, Investments, Asset Managment, Bonds, Bloomberg, Securities, Derivatives, Equities, Capital Markets, Financial Markets, Hedge Funds, Structured Products, Emerging Markets, Options, FX Options, Alternative Investments, Market Risk, Hedging, Electronic Trading, Structured Finance, Investment Banking, Credit Derivatives, MBS, Proprietary Trading, Asset Allocation, ETFs, Interest Rate...
Education
Jacksonville University 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
Atlas One Financial January 2009 - Present
Newbridge Securities September 2006 - January 2009
JVB Financial Group, LLC August 2001 - September 2006
Wells Fargo Advisors January 1996 - June 2001
ABN AMRO Bank N.V. January 1992 - May 1996
Barnett Banks, Inc. 1987 - 1992
Skills
Series 24, Series 7, Series 63, Trading, Fixed Income, Portfolio Management, Asset Management, Investments, Asset Managment, Bonds, Bloomberg, Securities, Derivatives, Equities, Capital Markets, Financial Markets, Hedge Funds, Structured Products, Emerging Markets, Options, FX Options, Alternative Investments, Market Risk, Hedging, Electronic Trading, Structured Finance, Investment Banking, Credit Derivatives, MBS, Proprietary Trading, Asset Allocation, ETFs, Interest Rate...
Education
Jacksonville University 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
Laura Digan's JVB Financial Group, LLC Experience 2005 - 2009
Job Director of The RIA Bond Desk
Industry Financial Services
Experience
The RIA Bond Desk - Insitutional Trade Desk for Fixed Income November 2012 - Present
Sandgrain Securities, Inc April 2009 - February 2012
JVB Financial Group, LLC 2005 - 2009
Prudential Securities September 1986 - March 1990
OLDE Discount Corporation December 1980 - September 1986
Skills
Fixed Income, Trading, Investments, Portfolio Management, Equities, Series 7, Asset Managment, Series 63, Wealth Management, Structured Products, Securities, Investment Banking, Capital Markets, Bloomberg, Financial Services, Bonds, Asset Allocation, Mutual Funds
Education
University of Michigan 1977 — 1981
Liberal Arts & Sciences, Economics and Mass Communication
Grosse Point North High School
The RIA Bond Desk - Insitutional Trade Desk for Fixed Income November 2012 - Present
Sandgrain Securities, Inc April 2009 - February 2012
JVB Financial Group, LLC 2005 - 2009
Prudential Securities September 1986 - March 1990
OLDE Discount Corporation December 1980 - September 1986
Skills
Fixed Income, Trading, Investments, Portfolio Management, Equities, Series 7, Asset Managment, Series 63, Wealth Management, Structured Products, Securities, Investment Banking, Capital Markets, Bloomberg, Financial Services, Bonds, Asset Allocation, Mutual Funds
Education
University of Michigan 1977 — 1981
Liberal Arts & Sciences, Economics and Mass Communication
Grosse Point North High School
Mark McKeever, MBA's JVB Financial Group, LLC Experience November 2012 - October 2013
Job Institutional Sales and Trading at Capital Guardian
Industry Financial Services
Experience
Global Strategic Investments 2013 - 2014
JVB Financial Group, LLC November 2012 - October 2013
Merrill Lynch October 2011 - October 2012
Waddell & Reed January 2010 - January 2011
Skills
Wealth Management, Retirement Planning, Financial Analysis, Portfolio Management, Investments
Education
Mercer University - Stetson School of Business and Economics 2007 — 2009
MBA, General Business
Mercer University - Stetson School of Business and Economics 2004 — 2007
BBA, Finance, Management
Global Strategic Investments 2013 - 2014
JVB Financial Group, LLC November 2012 - October 2013
Merrill Lynch October 2011 - October 2012
Waddell & Reed January 2010 - January 2011
Skills
Wealth Management, Retirement Planning, Financial Analysis, Portfolio Management, Investments
Education
Mercer University - Stetson School of Business and Economics 2007 — 2009
MBA, General Business
Mercer University - Stetson School of Business and Economics 2004 — 2007
BBA, Finance, Management
James Coulter's JVB Financial Group, LLC Experience November 2011 - Present
Job VP Callable Agency & Rates Trading at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC November 2011 - Present
AK Capital, LLC June 2010 - July 2011
Skills
Fixed Income, Bonds, Series 7, Trading, Capital Markets, Bloomberg, Series 63, Investments, Securities, Derivatives, FINRA, Credit, Interest Rate..., Risk Management, Options, Credit Derivatives, Swaps, Bloomberg Terminal, Investment Strategies, Investment Advisory, Wealth Management, Investment Banking, Structured Products, Hedge Funds, Series 24, Mutual Funds, Alternative Investments, Equities, Portfolio Management, Asset Management
Education
Barry University
Finance, General
JVB Financial Group, LLC November 2011 - Present
AK Capital, LLC June 2010 - July 2011
Skills
Fixed Income, Bonds, Series 7, Trading, Capital Markets, Bloomberg, Series 63, Investments, Securities, Derivatives, FINRA, Credit, Interest Rate..., Risk Management, Options, Credit Derivatives, Swaps, Bloomberg Terminal, Investment Strategies, Investment Advisory, Wealth Management, Investment Banking, Structured Products, Hedge Funds, Series 24, Mutual Funds, Alternative Investments, Equities, Portfolio Management, Asset Management
Education
Barry University
Finance, General
Deborah McNulty's JVB Financial Group, LLC Experience January 2004 - Present
Job Fixed Income Sales at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC January 2004 - Present
LaSalle Broker Dealer Sales Division January 2002 - December 2003
Education
University of Miami 1998 — 2000
MBA, Business
JVB Financial Group, LLC January 2004 - Present
LaSalle Broker Dealer Sales Division January 2002 - December 2003
Education
University of Miami 1998 — 2000
MBA, Business
Jeff Silberman's JVB Financial Group, LLC Experience August 2009 - July 2014
Job Head of Institutional Business Development and Structured Finance at LendKey
Industry Financial Services
Experience
LendKey July 2014 - Present
JVB Financial Group Holdings, LP August 2009 - July 2014
JVB Financial Group, LLC August 2009 - July 2014
Cadwalader, Wickersham & Taft LLP 2005 - August 2009
Newman Fitch 2004 - 2005
Skills
Capital Markets, Corporate Law, Securities, Securitization, Structured Finance, Corporate Governance, Securities Offerings, Due Diligence, Securities Regulation, Hedge Funds, Private Equity, Finance, Fixed Income
Education
New York Law School 2001 — 2004
JD
University of Maryland College Park 1997 — 2001
Bachelor of Science (B.S.), Business and Individual Studies
LendKey July 2014 - Present
JVB Financial Group Holdings, LP August 2009 - July 2014
JVB Financial Group, LLC August 2009 - July 2014
Cadwalader, Wickersham & Taft LLP 2005 - August 2009
Newman Fitch 2004 - 2005
Skills
Capital Markets, Corporate Law, Securities, Securitization, Structured Finance, Corporate Governance, Securities Offerings, Due Diligence, Securities Regulation, Hedge Funds, Private Equity, Finance, Fixed Income
Education
New York Law School 2001 — 2004
JD
University of Maryland College Park 1997 — 2001
Bachelor of Science (B.S.), Business and Individual Studies
Brett Murray's JVB Financial Group, LLC Experience August 2011 - December 2013
Job MBS Rolls at Dealerweb
Industry Financial Services
Experience
Dealerweb October 2014 - Present
Global Strategic Investments January 2014 - Present
JVB Financial Group, LLC August 2011 - December 2013
Northern Trust October 2005 - July 2011
Lebenthal & Co 1997 - 2003
Skills
Series 7, Fixed Income, Bloomberg, Equities, Securities
Education
Fairfield University 1992 — 1996
BA, Economics
Fordham Preparatory School 1988 — 1992
Dealerweb October 2014 - Present
Global Strategic Investments January 2014 - Present
JVB Financial Group, LLC August 2011 - December 2013
Northern Trust October 2005 - July 2011
Lebenthal & Co 1997 - 2003
Skills
Series 7, Fixed Income, Bloomberg, Equities, Securities
Education
Fairfield University 1992 — 1996
BA, Economics
Fordham Preparatory School 1988 — 1992
brendan kissane's JVB Financial Group, LLC Experience January 2014 - Present
Job Executive Director Mortgage Trading at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC January 2014 - Present
C&Co/PrinceRidge LLC April 2012 - Present
Ally Financial Inc. August 2011 - April 2012
Mizuho Securities USA Inc. January 2007 - January 2011
Nomura Securities April 2003 - December 2006
UBS June 2001 - April 2003
Skills
Portfolio Management, Derivatives, Fixed Income, Bloomberg, Capital Markets, Financial Modeling, Risk Management, Trading, Equities, Financial Analysis, Credit, Financial Risk, Options, Credit Risk, Investments, Banking, Hedging, Valuation, Credit Analysis, Hedge Funds
Education
City University of New York-Hunter College 1998 — 2000
Economics
JVB Financial Group, LLC January 2014 - Present
C&Co/PrinceRidge LLC April 2012 - Present
Ally Financial Inc. August 2011 - April 2012
Mizuho Securities USA Inc. January 2007 - January 2011
Nomura Securities April 2003 - December 2006
UBS June 2001 - April 2003
Skills
Portfolio Management, Derivatives, Fixed Income, Bloomberg, Capital Markets, Financial Modeling, Risk Management, Trading, Equities, Financial Analysis, Credit, Financial Risk, Options, Credit Risk, Investments, Banking, Hedging, Valuation, Credit Analysis, Hedge Funds
Education
City University of New York-Hunter College 1998 — 2000
Economics
Jeff Bertoni's JVB Financial Group, LLC Experience June 2010 - June 2014
Job Structured Credit Sales at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company June 2014 - Present
JVB Financial Group, LLC June 2010 - June 2014
C&Co/PrinceRidge LLC June 2010 - June 2014
Maxim Group April 2008 - June 2010
Bloomberg LP June 2007 - April 2008
Skills
Credit Analysis, Sales, Financial Modeling, Credit Risk, Banking, Bonds, Bond Pricing, Fixed Income Analysis, Sales Operations, Bond Markets, Capital Markets, Portfolio Management, Customer Service, Investments, Management, Credit, SBA, Analytics, Fixed Income, Residential Mortgages
Education
University of Rhode Island 2003 — 2007
Bachelor’s Degree, Finance
George K. Baum & Company June 2014 - Present
JVB Financial Group, LLC June 2010 - June 2014
C&Co/PrinceRidge LLC June 2010 - June 2014
Maxim Group April 2008 - June 2010
Bloomberg LP June 2007 - April 2008
Skills
Credit Analysis, Sales, Financial Modeling, Credit Risk, Banking, Bonds, Bond Pricing, Fixed Income Analysis, Sales Operations, Bond Markets, Capital Markets, Portfolio Management, Customer Service, Investments, Management, Credit, SBA, Analytics, Fixed Income, Residential Mortgages
Education
University of Rhode Island 2003 — 2007
Bachelor’s Degree, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY