Kota Global Securities

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Kota Global Securities Employees

Employee
Years
Job
Industry
Ricquel Harper Ricquel Harper Chicago, Illinois Details
Ricquel Harper's Kota Global Securities Experience 2011 - Present
Job Senior Vice President at Kota Global Securities
Industry Investment Banking
Experience
Kota Global Securities   2011 - Present
Chicago Public Schools  2007 - 2010
Neiman Marcus  2004 - 2007
Deutsche Bank  1998 - 2003

Skills
Client Relationship..., Financial Modeling, PowerPoint, Microsoft Excel, Presentation Development, Business Development, Strategic Planning, Financial Analysis, Business Strategy, Portfolio Management, Business Analysis, Start-ups, Investments, Due Diligence, Marketing Strategy, Community Outreach, Project Management, Strategy, Analysis, Financial Reporting, Event Management, Market Analysis, Cross-functional Team..., Change Management, Competitive Analysis, Business Planning, Financial Forecasting, International Business, Brand Management, New Business Development, Marketing, Marketing Communications, Microsoft Office, Access Database, CRM, Corporate Finance

Education
The University of Chicago - Booth School of Business   2001 — 2004
MBA, Finance, International Business, Marketing & Competitive Strategy

Duke University   1993 — 1997
BA, Sociology, Women's Studies, African-American Studies

Lake Forest Academy   1989 — 1993
Diploma, n/a

JIE FANG JIE FANG New York, New York Details
JIE FANG's Kota Global Securities Experience April 2013 - July 2013
Job Financial Department Intern at Great Eastern Product Inc.
Industry Financial Services
Experience
Great Eastern Product Inc.   August 2014 - Present
Bank of China  June 2014 - July 2014
StyleCaster Media Group  January 2014 - March 2014
Kota Global Securities   April 2013 - July 2013

Skills
SQL, Data Analysis, Bloomberg, Capital Markets, Valuation, Microsoft Office, Financial Modeling, VBA, Business Analysis, Mandarin, Research, Google Analytics, Time Value of Money, Financial Statements, Financial Planning, Vlookup, MS Excel Pivot Tables, KYC, OFAC

Education
Stevens Institute of Technology   2012 — 2014
Master's degree, Financial Engineering

Paula Sheu Paula Sheu Greater New York City Area Details
Paula Sheu's Kota Global Securities Experience 2010 - Present
Job
Industry Financial Services
Experience
Kota Global Securities   2010 - Present
Anvil Global Partners   2007 - 2009
InfoNXX (now kgb)   2004 - 2006
Salomon Smith Barney (now Citi)   2001 - 2002
Salomon Smith Barney (now Citi)   1999 - 2001

Education
University of Pennsylvania - The Wharton School
MBA

The University of Chicago
BA

Taipei American School

Dr. Frank A. Shepard, CAIA Dr. Frank A. Shepard, CAIA Naples, Florida Area Details
Dr. Frank A. Shepard, CAIA's Kota Global Securities Experience September 2011 - July 2012
Job Associate Professor of Finance at Ave Maria University
Industry Financial Services
Experience
Ave Maria University  May 2014 - Present
The City University of New York School of Professional Studies   August 2010 - Present
AlphaSource Capital Securities LLC   April 2014 - Present
Fordham University Gabelli School of Business  August 2013 - June 2014
Alden Associates   2006 - March 2014
Presidential Life Corporation.   August 2011 - December 2012
Kota Global Securities   September 2011 - July 2012
M. R.Beal & Company   December 2010 - September 2011
The Chart Group  September 2006 - June 2010
HAMILTON LANE  March 2004 - September 2006

Skills
Alternative Investments, Investments, Capital Markets, Derivatives, Securities, Private Equity, Due Diligence, Investment Banking, Debt, Fixed Income, Hedge Funds, Venture Capital, Fund Of Funds, Mutual Funds, Financial Markets, Portfolio Management, Equities, Financial Modeling, Asset Managment, Financial Analysis, Asset Management, Structured Products, Financial Services, Investment Strategies, Investment Management, Finance, Investment Advisory, Investor Relations, Emerging Markets, Structured Finance, Valuation, Trading, Equity Trading, Mergers & Acquisitions, Entrepreneurship, Bonds, Funding, Financial Advisory, Bloomberg, Hedging, Risk Management, Equity Research, Asset Allocation, Series 63, Corporate Finance, Financial Structuring, Options, Wealth Management, Capital, Corporate Development

Education
Pace University - Lubin School of Business   2010 — 2013
Doctorate, Finance and International Economics

Columbia University - Columbia Business School   1975 — 1977
MBA, Finance

Bentley University   1970 — 1975
BS, Accounting

Jessica Harvey Jessica Harvey New York, New York Details
Jessica Harvey's Kota Global Securities Experience November 2012 - April 2013
Job Liquidity Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  April 2015 - Present
Morgan Stanley  April 2013 - April 2015
Kota Global Securities   November 2012 - April 2013
Global Translations   January 2012 - July 2012
Massachusetts Division of Banks  June 2010 - May 2011
Barker Financial Group   February 2010 - May 2010

Skills
Microsoft Excel, Data Analysis, Project Management, Research, Bloomberg Terminal, Microsoft Office, Financial Analysis, Finance, Investments, Analysis, Capital Markets, Portfolio Management

Education
Boston University - School of Management   2007 — 2011
Bachelor of Science in Business Administration, Accounting and Finance

Jasmin Ramos Jasmin Ramos Greater New York City Area Details
Jasmin Ramos's Kota Global Securities Experience September 2010 - November 2013
Job Executive Assistant at Ladenburg Thalmann
Industry Executive Office
Experience
Ladenburg Thalmann  September 2015 - Present
ZS Associates  November 2014 - June 2015
MLE Companies   February 2014 - March 2014
Kota Global Securities   September 2010 - November 2013
John Jay College  June 2012 - July 2012
Dada Entertainment  2008 - 2010

Skills
Bloomberg, Fixed Income, Microsoft Excel, Equities, Asset Management, Finance, Financial Modeling, Investments, Executive..., Derivatives, Financial Analysis, Administrative..., Office Management, Administrative..., PowerPoint, Customer Service, Management

Education
City University of New York-John Jay College of Criminal Justice
Bachelor's degree, Sociology

Jason Mai Jason Mai New York, New York Details
Jason Mai's Kota Global Securities Experience June 2012 - October 2012
Job Marketing Associate at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management  April 2013 - Present
Moody's Corporation  October 2012 - March 2013
Kota Global Securities   June 2012 - October 2012
Merrill Lynch  December 2011 - May 2012

Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Office, Equity Research, Bloomberg Terminal, Bond Markets, Financial Accounting, Comparable Analysis, DCF Valuation, FX trading, FactSet, RFP

Education
University of Hawaii at Manoa   2007 — 2012
Bachelor of Business Administration, Accounting & Finance

Tracy Xinjing Cheng Tracy Xinjing Cheng Greater New York City Area Details
Tracy Xinjing Cheng's Kota Global Securities Experience May 2011 - July 2011
Job Analyst at Citi
Industry Financial Services
Experience
Citi  November 2014 - Present
AIG  February 2014 - October 2014
AIG  June 2013 - August 2013
Kota Global Securities   May 2011 - July 2011
UBS Wealth Management  January 2011 - May 2011

Skills
Financial Modeling, Bloomberg, Quantitative Analytics, Valuation, Economics, Bloomberg Terminal, VBA, Fixed Income, Equities, Investment Banking, Hedge Funds, Quantitative Finance, Statistical Modeling, Emerging Markets, Capital Markets

Education
Columbia University in the City of New York   2012 — 2013
Master of Science (M.S.), Operations Research

Barnard College   2008 — 2012
Bachelor, Economics and Math

Columbia University in the City of New York   2008 — 2012
Bachelor, Major in Economics and Math, Concentration on Business Management

Tsinghua high school

Allan Maxwell Blair Allan Maxwell Blair New York, New York Details
Allan Maxwell Blair's Kota Global Securities Experience July 2011 - August 2011
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   February 2013 - Present
J.P. Morgan   June 2012 - August 2012
Kota Global Securities   July 2011 - August 2011

Skills
Teaching, Matlab, PowerPoint, Microsoft Excel, C++, Microsoft Word, Statistics, HTML, CAD, Investment Banking, Valuation, Analysis, Bloomberg, Financial Modeling, Public Speaking, Equities, Financial Analysis, Teamwork, Capital Markets, Project Management, Data Analysis, Fixed Income, Finance, Portfolio Management, Access, Hedge Funds, Corporate Finance

Education
Rensselaer Polytechnic Institute   2009 — 2012
Bachelor of Science, Industrial and Management Engineering, Cum Laude

Seton Hall Prep   2006 — 2009
Highschool

Richard Ro Richard Ro Greater New York City Area Details
Richard Ro's Kota Global Securities Experience September 2012 - December 2012
Job Financial Analyst at Plymouth Rock Energy
Industry Oil & Energy
Experience
Plymouth Rock Energy  April 2013 - Present
Kota Global Securities   September 2012 - December 2012
Lenddo  May 2012 - August 2012
Osaka Capital   February 2012 - April 2012
Hudson Institute  June 2011 - August 2011
CT Business Solutions   September 2010 - January 2011
CIT  May 2007 - August 2010
CIT  November 2005 - April 2007

Skills
Financial Modeling, Financial Analysis, Corporate Finance, International Affairs, Investments, Economics, Capital Markets, Technical Writing, Energy Analysis, International Relations, Energy, Emerging Markets, Analysis, Business Strategy, Mergers & Acquisitions, Finance, Private Equity

Education
New York University   2011 — 2012
Master of Science (M.S.), International Business and Energy Policy

University of Illinois at Urbana-Champaign   2001 — 2005
Bachelors, Finance/Economics

reginald scantlebury reginald scantlebury Greater New York City Area Details
reginald scantlebury's Kota Global Securities Experience July 2012 - March 2014
Job Senior Managing Director at CV Brokerage Inc.
Industry Investment Banking
Experience
CV Brokerage Inc.   May 2015 - Present
St. George's Episcopal Church   2013 - Present
Troop 545 Boy Scouts of America   2002 - Present
Blaylock Beal Van   March 2014 - May 2015
Kota Global Securities   July 2012 - March 2014
Jackson Securities (an Atlanta Life Financial Group Company)   2004 - July 2012
National Association of Securities Professionals New York Chapter (NASP NY)   2005 - 2009
Ormes Capital Markets   2001 - 2004
Muriel Siebert & Co., Inc.   1998 - 2001
Ormes Capital   1996 - 1998

Skills
Equities, Equity Trading and..., Equity Trading, Securities, Investment Banking, Asset Managment, Trading, Capital Markets, Hedge Funds, Fixed Income, Finance, Series 7, Investments, Alternative Investments, Financial Markets, Private Equity, Electronic Trading, Portfolio Management, Series 63, Asset Management, Valuation, Asset Allocation, Investment Management, Derivatives, Bloomberg, Options, Mutual Funds, Trading Systems, Bonds, Investment Strategies, FINRA, ETFs, Financial Services, Equity Research, Emerging Markets, Fund Of Funds, Investor Relations, Investment Advisory, Venture Capital, Equity Derivatives, Financial Structuring, Structured Finance

Education
Temple University
Business Administration, Management and Operations

Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education Program

Ladi Adebonojo Ladi Adebonojo Greater New York City Area Details
Ladi Adebonojo's Kota Global Securities Experience 2012 - November 2013
Job Director at Divine Capital Markets
Industry Financial Services
Experience
Divine Capital Markets  June 2014 - Present
Kota Global Securities   2012 - November 2013
CapStone Investments  August 2009 - August 2011
Wedbush Morgan Securities  July 2007 - July 2009

Skills
Series 7, 24, 53, 55, 63

Education
St. John's University, The Peter J. Tobin College of Business   1982 — 1986
B.S., Business Administration & Marketing

Nicole Alicea Nicole Alicea Norwalk, Connecticut Details
Nicole Alicea's Kota Global Securities Experience January 2012 - November 2013
Job Marketing Associate at Eaton Partners LLC
Industry Financial Services
Experience
Eaton Partners LLC  March 2015 - Present
Marathon Financial Group   January 2014 - March 2015
Kota Global Securities   January 2012 - November 2013
Doley Securities, LLC   November 2006 - December 2011
YMCA  January 2002 - September 2007

Skills
Administrative..., Travel Assistance, Customer Service..., Data Entry, CRM, Salesforce.com, Customer Relations, Program Coordination, Microsoft Office, Teamwork, Office Management, Vendor Relationship..., Secretarial Skills, Events Coordination, Confidentiality, Pro-active Leader, Ordering Office Supplies, Databases, Meeting Scheduling, Customer Service, PowerPoint, Financial Analysis, Microsoft Excel

Education
Westchester Community College   2006 — 2008
Associate of Arts and Sciences (A.A.S.), Early Childhood Development

City University of New York-Herbert H. Lehman College
Speech-Language Pathology

Dmitriy Aronov Dmitriy Aronov Greater New York City Area Details
Dmitriy Aronov's Kota Global Securities Experience July 2013 - May 2014
Job Investment Banking Analyst at Blaylock Beal Van, LLC
Industry Investment Banking
Experience
Blaylock Beal Van, LLC  June 2014 - Present
Kota Global Securities   July 2013 - May 2014
A&R Small Business Economic Specialists LLC   May 2012 - July 2013
BNB Tax preparation Services   December 2008 - May 2013

Skills
Finance, Microsoft Excel, Economics, Accounting, Financial Analysis, Investments, PowerPoint, Mergers & Acquisitions, Research, Management, Analysis, Data Analysis, Tax Preparation, Bloomberg Software, Financial Modeling, Due Diligence, Equities, Financial Statements, Small Business, Forecasting, Data Coding, FactSet software, Valuation, Investment Banking, Capital Markets

Education
City University of New York City College   2007 — 2012
Bachelor of Arts (B.A.)

beach channel high school   2003 — 2007

Cheryl Moy Cheryl Moy New York, New York Details
Cheryl Moy's Kota Global Securities Experience January 2013 - October 2013
Job Sales Support and Logistics Coordinator with Luxury Women's Wear
Industry Luxury Goods & Jewelry
Experience
Catherine Deane   January 2015 - July 2015
FIT  September 2014 - December 2014
TimesSquare Capital Management  March 2014 - August 2014
AlphaSights  November 2013 - January 2014
Kota Global Securities   January 2013 - October 2013
Weill Cornell Medical College  April 2010 - January 2013
Mind The Art Entertainment  February 2010 - February 2011
Weill Cornell Medical College  January 2008 - April 2010
The Container Store  April 2006 - September 2007
National Mental Health Awareness Campaign   August 2006 - August 2007

Skills
Microsoft Office Suite, B-Line Programming, Oracle Applications, Theatre, Microsoft Excel, Customer Service, Microsoft Word, Mac, Inventory Management, Sales, Workshops, Chinese, System Administration, Cantonese, Adobe Director, Event Planning, Editing, Event Management, Social Media, Research, Public Speaking, Process Scheduler, PowerPoint, Microsoft Office

Education
Boston University   1998 — 2002
BFA Acting, Cum Laude

LaGuardia HS   1994 — 1998
High School Degree, Drama Major

Douglas A Sherman Douglas A Sherman Greater New York City Area Details
Douglas A Sherman's Kota Global Securities Experience May 2009 - December 2012
Job WallachBeth Capital..ETF and Derivative sales
Industry Financial Services
Experience
WallachBeth Capital  October 2013 - Present
I A Englander Options Floor   January 2013 - October 2013
Kota Global Securities   May 2009 - December 2012
Westrock Advisors  November 2008 - March 2009
Aeneas Capital Management   March 2000 - June 2007
SAC Capital  January 1998 - March 2000
Israel A. Englander & Co.   December 1989 - December 1997
Drexel Burnham Lambert  September 1985 - December 1989

Education
Mercyhurst University   1981 — 1985

Taylor Stewart-Cannon Taylor Stewart-Cannon Washington D.C. Metro Area Details
Taylor Stewart-Cannon's Kota Global Securities Experience June 2011 - July 2011
Job Client & Technical Support Specialist at Association of American Medical Colleges (AAMC)
Industry Investment Banking
Experience
Association of American Medical Colleges (AAMC)   April 2014 - Present
ITCON   December 2012 - April 2014
Kota Global Securities   June 2011 - July 2011
Credo Capital Management   June 2010 - July 2010
A-Reliable Appliance Service   June 2009 - August 2009

Skills
Financial Modeling, Financial Analysis, C++, Valuation, IT Strategy, Technical Support, Financial Reporting, Highly detail oriented, Close Attention to..., Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Friendly Personality, Mathematics, Mathematical Modeling, Calculations, Learning Quickly, Adaptability, Team Leadership, Management

Education
Princeton University   2008 — 2012
Bachelor of Science (BS), Operations Research and Financial Engineering

Investment Banking Institute

Yi (Yvonne) Xu Yi (Yvonne) Xu New York, New York Details
Yi (Yvonne) Xu's Kota Global Securities Experience November 2012 - January 2013
Job Senior Analyst, Performance & Measurement at Xaxis
Industry Marketing and Advertising
Experience
Xaxis  February 2015 - Present
Xaxis  February 2013 - 2015
Kota Global Securities   November 2012 - January 2013
M&T Bank  September 2011 - December 2011
HuaTai Securities Co.,Ltd.   July 2009 - September 2009

Skills
Artificial Intelligence, Data Mining, Machine Learning, Python, R, SAS, Clojure

Education
Syracuse University - Martin J. Whitman School of Management   2010 — 2012
Master of Business Administration (MBA), Finance

University of Nottingham
International Business

Andrew Cary Andrew Cary Greater New York City Area Details
Andrew Cary's Kota Global Securities Experience 2012 - April 2013
Job Enterprise Solutions Consultant at A.D.A.M. Health
Industry Financial Services
Experience
A.D.A.M. Health   2014 - Present
Kota Global Securities   2012 - April 2013
Toussaint Capital Partners, LLC.   2011 - 2012
Saratoga Capital  2008 - 2010
Dreyfus  2007 - 2008
Sterne Agee & Leach, Inc.   2006 - 2007
Banc of America Securities, LLC.   2005 - 2006
Debt Traders, INC.   2003 - 2005
Bear Stearns Asset Management  1997 - 2002

Skills
Fixed Income, Investment Banking, Asset Management, Prime Brokerage, Debt, Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Capital Markets, Securities, Institutional, Series 63, Investments, Investor Relations, Strategic Planning, Complex Sales Process, Executive Presentations, Strategic Account..., Client Retention, Business Development, Prospect Research, Quantitative Analysis, Client Acquisition, Proposal Development, Project Management, New Markets Development, Product Expertise, Trading, Finance, Emerging Markets, Financial Services, Strategy

Education
The University of Connecticut
Master of Arts (M.A.), Education

The University of Connecticut
Bachelor of Arts (B.A.), Education

Westfield High School   1984 — 1987
Diploma

Schonda Fields Schonda Fields Greater New York City Area Details
Schonda Fields's Kota Global Securities Experience August 2010 - August 2013
Job Global Account Manager at FTSE Group
Industry Financial Services
Experience
FTSE Group   January 2014 - Present
Thomson Reuters  August 2013 - December 2013
Kota Global Securities   August 2010 - August 2013
AQUA  June 2007 - October 2010
Morgan Stanley  1996 - 2005
Jefferies & Company  1996 - 1998

Skills
Capital Markets, Securities, Electronic Trading, Bloomberg, Valuation, Trading, Investments, Hedge Funds, Investment Banking, Corporate Finance, Portfolio Management, Series 63, Equity Trading, Trading System, Private Equity, Alternative Investments, Options, Asset Allocation, Derivatives, Asset Managment, Equity Research, Investment Management, Analysis, Sustainability, Corporate Social..., Business Analysis, Mutual Funds, Venture Capital, Market Data, Impact Investing, Project Management, Strategic Planning, Fixed Income, Series 7, Trading Systems, Equity Derivatives, Social Entrepreneurship, Marketing Strategy, Due Diligence, Business Strategy

Education
Fordham Gabelli School of Business   1994 — 1996
MBA, Finance

Boston University   1988 — 1992
BA, Computer Science

Ishan Bharadwaj, MBA Ishan Bharadwaj, MBA Greater New York City Area Details
Ishan Bharadwaj, MBA's Kota Global Securities Experience August 2011 - February 2012
Job Associate North America Corporate Treasury at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan   August 2014 - Present
J.P. Morgan Asset Management   January 2013 - July 2014
Kota Global securities   August 2011 - February 2012
Shoestopper   April 2009 - November 2011
Arnima designs   August 2009 - July 2010
Bharat Petroleum Corporation Limited  January 2009 - August 2009
Gomti devi education trust   January 2008 - August 2008

Skills
Financial Modeling, Investment Banking, Bloomberg, Financial Analysis, Derivatives, Equities, Capital Markets, Business Analysis, Microsoft Excel, Fixed Income, Access, Business Strategy, Corporate Finance, Valuation, Private Equity, Equity Research, Bloomberg Terminal, Investments, Finance, Portfolio Management, Asset Management, VBA, Business Planning, Securities, Financial Markets, Data Analysis, Banking, Risk Management, Emerging Markets, Analysis, Equity Derivatives, Mergers, Economics, Due Diligence, Mutual Funds, Trading, Strategic Financial..., Hedge Funds, Alternative Investments

Education
FRANK G. ZARB SCHOOL OF BUSINESS - HOFSTRA UNIVERSITY   2010 — 2012
Master of Business Administration, Finance

Investment Banking Institute   2011 — 2011
investment banking

Champlain College   2006 — 2009
B.S, Software engineering

David Cancro David Cancro Greater New York City Area Details
David Cancro's Kota Global Securities Experience June 2013 - March 2014
Job Managaing Director at CV Brokerage
Industry Financial Services
Experience
CV Brokerage   May 2015 - Present
Blaylock Beal Van, LLC  March 2014 - April 2015
Kota Global Securities   June 2013 - March 2014
Toussaint Capital Partners  October 2012 - June 2013
Acadia Asset Management LLC   November 2010 - July 2012
Prudential Financial  March 2004 - November 2010
Oppenheimer & Co. Inc.   March 2002 - April 2004
Prudential Financial  September 1991 - May 2002

Skills
Hedge Funds, Portfolio Management, Trading, Derivatives, Fixed Income, Options, Series 7, Bloomberg, Equities, Alternative Investments, Commodity, Trading Systems, Series 63, Mutual Funds, Asset Managment, Bonds, Financial Services, series 55, Capital Markets, Asset Management

Education
Fairfield University   1987 — 1991
BA, Math

Fairfield University   1987 — 1991
Bachelor of Arts (BA), Mathematics

LENAÉ A. HARRIS LENAÉ A. HARRIS Greater New York City Area Details
LENAÉ A. HARRIS's Kota Global Securities Experience May 2011 - March 2014
Job Analyst
Industry Financial Services
Experience
J.P. Morgan Asset Management   January 2015 - Present
Kota Global Securities   May 2011 - March 2014
UBS Wealth Management  September 2010 - April 2011
Utendahl Capital Partners, LP   May 2007 - December 2009
Brooklyn-Queens Conservatory of Music  August 2003 - May 2007

Skills
Middle Office, Back Office, Trade Support, Equities, Fixed Income, Capital Markets, Securities, Order Taking and Booking, Trading, P&L, Trade, and Sales..., Sales, Equity Research, Bloomberg, PowerPoint, TRACE, OATS, ACT, Microsoft Excel, Omgeo Oasys, Marketing, Event Management, Risk Management, Recording, FactSet, Settlement, Derivatives

Education
New York University   2000 — 2002
M.A.

DePaul University   1994 — 1999
B.M.

Whitney Young High School   1990 — 1994

Krystal Zhu Krystal Zhu Greater Chicago Area Details
Krystal Zhu's Kota Global Securities Experience 2012 - 2013
Job MBA Candidate at University of Chicago Booth School of Business
Industry Investment Management
Experience
AUC Endowment   March 2013 - July 2015
Kota Global Securities   2012 - 2013
UBS  June 2010 - August 2010
CMC Markets  June 2009 - July 2009
PwC  January 2009 - January 2009

Education
The University of Chicago Booth School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Finance & General Management

Vanderbilt University - Owen Graduate School of Management   2011 — 2012
Master of Science (MS), Finance, Beta Gamma Sigma

University of Virginia - McIntire School of Commerce   2007 — 2011
Bachelor of Science in Commerce, Finance, Accounting, Economics

The Experimental High School Attached to Beijing Normal University   2004 — 2007
High School

Felicia Oon Felicia Oon New York, New York Details
Felicia Oon's Kota Global Securities Experience January 2012 - May 2014
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2014 - Present
Kota Global Securities   January 2012 - May 2014

Skills
Microsoft Office, PowerPoint, Capital Markets, Microsoft Excel, Financial Analysis, Finance, Corporate Development, Investments, Corporate Finance

Education
Monash University   2010 — 2011
Master's Degree, Applied Finance

Monash University   2007 — 2010
Bachelor's Degree, Business (Banking & Finance)

Herman   Barber Herman   Barber Orange County, California Area Details
Herman   Barber's Kota Global Securities Experience 2012 - 2014
Job Senior Vice President
Industry Financial Services
Experience
Kota Global Securities   2012 - 2014
Mischler Financial   2010 - 2012
Magna Securities Global, London – Co-CEO   2008 - 2010
Tradewinds Global Investors  2006 - 2008
TRS of Texas   1997 - 2006
Security Benefit Group  1992 - 1997

Skills
Equities, Asset Managment, Bloomberg, Trading, Investments, Asset Management, Mutual Funds, Investment Management, Alternative Investments, Electronic Trading, Capital Markets, Securities, Equity Trading, Fixed Income, Series 7, Hedge Funds, Options, Series 63

Education
Washburn University
BA, Communication Studies

American Sentinel University
MBA

Angelique Thompson Angelique Thompson New York, New York Details
Angelique Thompson's Kota Global Securities Experience November 2010 - March 2011
Job Director of Business Development at CounselWorks LLC
Industry Financial Services
Experience
CounselWorks LLC  2011 - Present
Kota Global Securities   November 2010 - March 2011
First Midwest Securities, Inc  June 2009 - June 2010
Hofstein Weiner Levit   June 2008 - September 2008
CNN  August 2005 - January 2006
CNBC  June 2005 - August 2005
Council on Foreign Relations  August 2004 - December 2004

Skills
Business Development, Due Diligence, Contract Negotiation, Client Development, Hedge Funds, Proposal Writing, Alternative Investments, Private Equity, Financial Regulation, Financial Services, Strategy

Education
Rutgers University School of Law - Camden   2007 — 2010
Doctor of Law (JD)

London School of Economics and Political Science   2005 — 2005

Columbia University in the City of New York   2002 — 2006
Barnard College - Bachelor of Arts, Economics, Magna Cum Laude