Laidlaw & Company
Description
Address: 521 5th Ave, New York, NY 10175 Phone: (212) 697-5200Category: Website: : : : : : Place name: Hours: : Website: http://www.laidlawltd.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Laidlaw & Co. Posting publicly on the Web Write a review Reviews 1 Google review
Laidlaw & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Laidlaw & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Laidlaw & Company Employees
Employee
Years
Job
Industry
Mitchell Roth Mitchell Roth's Laidlaw & Company Experience 2013 - 2013
Job CoChairman CEO of Southern Concepts Restaurant Group, Inc.
Industry Restaurants
Experience
Southern Concepts Restaurant Group, Inc. 2013 - Present
Laidlaw & Company 2013 - 2013
Accredited Members, Inc. 2012 - 2012
Education
Liberty University 2007 — 2012
Bachelor of Science (BS), Business Finance & Economics
Southern Concepts Restaurant Group, Inc. 2013 - Present
Laidlaw & Company 2013 - 2013
Accredited Members, Inc. 2012 - 2012
Education
Liberty University 2007 — 2012
Bachelor of Science (BS), Business Finance & Economics
Spencer Lee Spencer Lee's Laidlaw & Company Experience June 2010 - August 2010
Job Commercial Support Coordinator at Resolve Marine Group
Industry Maritime
Experience
Resolve Marine Group August 2014 - Present
RedChip May 2014 - August 2014
RedChip July 2013 - May 2014
ITK, Inc. August 2012 - January 2013
Laidlaw & Company June 2010 - August 2010
Vector Marketing May 2010 - August 2010
Skills
Equity Research, Financial Analysis, Bloomberg Terminal, Teamwork, Team Leadership, Marketing, Microsoft Excel, Microsoft Office, Financial Modeling, Cold Calling, Start-ups, Valuation, Analysis, Capital Markets, Sales Presentation..., Equity Valuation, Creative Problem Solving, Direct Sales, Network Marketing, Marine Salvage, BIMCO Contracts, Accounts Receivable, Invoicing, Maritime Operations, Maritime, Customer Service, Project Management, Time Management, Sales Management, Microsoft Word
Education
University of Central Florida 2009 — 2014
Bachelor of Science (B.S.B.A), Finance, General, Finance: 3.91 Overall: 3.65
Cardinal Gibbons High School 2005 — 2009
3.8 GPA
Resolve Marine Group August 2014 - Present
RedChip May 2014 - August 2014
RedChip July 2013 - May 2014
ITK, Inc. August 2012 - January 2013
Laidlaw & Company June 2010 - August 2010
Vector Marketing May 2010 - August 2010
Skills
Equity Research, Financial Analysis, Bloomberg Terminal, Teamwork, Team Leadership, Marketing, Microsoft Excel, Microsoft Office, Financial Modeling, Cold Calling, Start-ups, Valuation, Analysis, Capital Markets, Sales Presentation..., Equity Valuation, Creative Problem Solving, Direct Sales, Network Marketing, Marine Salvage, BIMCO Contracts, Accounts Receivable, Invoicing, Maritime Operations, Maritime, Customer Service, Project Management, Time Management, Sales Management, Microsoft Word
Education
University of Central Florida 2009 — 2014
Bachelor of Science (B.S.B.A), Finance, General, Finance: 3.91 Overall: 3.65
Cardinal Gibbons High School 2005 — 2009
3.8 GPA
Jamal Piper Jamal Piper's Laidlaw & Company Experience May 2013 - August 2013
Job Rates Sales Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Bank of America May 2014 - August 2014
Laidlaw & Company May 2013 - August 2013
Seton Falls Beacon Day Camp July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, New Business Development, Research, Social Media, Social Networking, Stata, Cold Calling, Statistics, Economics, Teaching
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Deerfield Academy 2007 — 2011
Deerfield Academy 2007 — 2011
Bank of America Merrill Lynch January 2015 - Present
Bank of America May 2014 - August 2014
Laidlaw & Company May 2013 - August 2013
Seton Falls Beacon Day Camp July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, New Business Development, Research, Social Media, Social Networking, Stata, Cold Calling, Statistics, Economics, Teaching
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Deerfield Academy 2007 — 2011
Deerfield Academy 2007 — 2011
Brendan Bostock Brendan Bostock's Laidlaw & Company Experience June 2013 - October 2014
Job Associate at AllianceBernstein
Industry Investment Banking
Experience
AllianceBernstein November 2014 - Present
Laidlaw & Company June 2013 - October 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Spreadsheets, Microsoft Office, Research, Economics, Financial Reporting, Accounting, Access, Analysis, Financial Analysis, Finance, Data Analysis, Financial Accounting, Bloomberg Terminal, Teamwork, Valuation
Education
University of Richmond - Robins School of Business 2011 — 2013
BSBA Business Administration, Finance
SUNY Potsdam 2009 — 2011
AllianceBernstein November 2014 - Present
Laidlaw & Company June 2013 - October 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Spreadsheets, Microsoft Office, Research, Economics, Financial Reporting, Accounting, Access, Analysis, Financial Analysis, Finance, Data Analysis, Financial Accounting, Bloomberg Terminal, Teamwork, Valuation
Education
University of Richmond - Robins School of Business 2011 — 2013
BSBA Business Administration, Finance
SUNY Potsdam 2009 — 2011
Jason Bassie's Laidlaw & Company Experience May 2009 - May 2012
Job Registered Commodity Representative
Industry Financial Services
Experience
Templeton Financial Group January 2013 - Present
Laidlaw & Company May 2009 - May 2012
Skills
Financial Analysis, Investments, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
Florida State University 1999 — 2003
Accounting
Templeton Financial Group January 2013 - Present
Laidlaw & Company May 2009 - May 2012
Skills
Financial Analysis, Investments, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
Florida State University 1999 — 2003
Accounting
Colborn Bell Colborn Bell's Laidlaw & Company Experience August 2010 - February 2011
Job Private Wealth Management
Industry Financial Services
Experience
Abacus Wealth Partners August 2012 - May 2014
Global Clearinghouse for Development Finance May 2011 - September 2012
Laidlaw & Company August 2010 - February 2011
Skills
Development Finance, Wealth Management, Impact Investing, Social Entrepreneurship, Analytics, Finance, Fixed Income
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics, Psychology
Malibu High School 2002 — 2006
Abacus Wealth Partners August 2012 - May 2014
Global Clearinghouse for Development Finance May 2011 - September 2012
Laidlaw & Company August 2010 - February 2011
Skills
Development Finance, Wealth Management, Impact Investing, Social Entrepreneurship, Analytics, Finance, Fixed Income
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics, Psychology
Malibu High School 2002 — 2006
Daniel Rajeckas Daniel Rajeckas's Laidlaw & Company Experience July 2013 - November 2014
Job School of Management (Accounting) Student at the University of San Francisco
Industry Higher Education
Experience
Hood & Strong, LLP July 2015 - Present
Laidlaw & Company July 2013 - November 2014
Skills
Public Speaking, PowerPoint, Recruiting, Social Media, Hospitality, Teamwork, Microsoft Office, Microsoft Word, Leadership, Facebook
Education
University of San Francisco
B.S. Business Administration, Accounting
Hood & Strong, LLP July 2015 - Present
Laidlaw & Company July 2013 - November 2014
Skills
Public Speaking, PowerPoint, Recruiting, Social Media, Hospitality, Teamwork, Microsoft Office, Microsoft Word, Leadership, Facebook
Education
University of San Francisco
B.S. Business Administration, Accounting
Bob Reddish Bob Reddish's Laidlaw & Company Experience 1980 - October 1995
Job Resident Advisor at First Transit
Industry Transportation/Trucking/Railroad
Experience
First Transit August 1994 - Present
First Transit July 1990 - Present
Laidlaw & Company 1980 - October 1995
Skills
Paitence, Public Speaking, Customer Service, Transportation Planning, Public Relations, Project Planning, Community Outreach
Education
University of Phoenix-Colorado Campus 1980 — 1982
Master's degree, Management
Universith of Colorado, Boulder 1965 — 1974
Bachelor of Arts (B.A.), Communication, General
First Transit August 1994 - Present
First Transit July 1990 - Present
Laidlaw & Company 1980 - October 1995
Skills
Paitence, Public Speaking, Customer Service, Transportation Planning, Public Relations, Project Planning, Community Outreach
Education
University of Phoenix-Colorado Campus 1980 — 1982
Master's degree, Management
Universith of Colorado, Boulder 1965 — 1974
Bachelor of Arts (B.A.), Communication, General
Sung Moo Cho Sung Moo Cho's Laidlaw & Company Experience January 2005 - January 2006
Job Financial Advisor
Industry Financial Services
Experience
Mutual of America October 2014 - Present
CUSO Financial Services, LP April 2014 - July 2014
Wells Fargo Advisors November 2009 - March 2014
Chase July 2007 - November 2009
Merrill Lynch September 2006 - July 2007
Andrew Garrett, Inc. January 2006 - September 2006
Laidlaw & Company January 2005 - January 2006
Skills
Customer Service, Strategic Planning, 401k Rollovers, Investments, Investment Strategies, Fixed Income, Fixed Annuities, 401k, Asset Allocation, IRAs, Mutual Funds, Retirement, Wealth Management, FINRA, Equities, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Trading, Asset Management, Alternative Investments, Series 63, Series 7
Education
University at Buffalo 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Mutual of America October 2014 - Present
CUSO Financial Services, LP April 2014 - July 2014
Wells Fargo Advisors November 2009 - March 2014
Chase July 2007 - November 2009
Merrill Lynch September 2006 - July 2007
Andrew Garrett, Inc. January 2006 - September 2006
Laidlaw & Company January 2005 - January 2006
Skills
Customer Service, Strategic Planning, 401k Rollovers, Investments, Investment Strategies, Fixed Income, Fixed Annuities, 401k, Asset Allocation, IRAs, Mutual Funds, Retirement, Wealth Management, FINRA, Equities, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Trading, Asset Management, Alternative Investments, Series 63, Series 7
Education
University at Buffalo 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Maxwell Binner Maxwell Binner's Laidlaw & Company Experience April 2013 - October 2013
Job Wealth Management, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Laidlaw & Company April 2013 - October 2013
Laidlaw & Company January 2012 - April 2013
Westherr Automotive Group January 2007 - August 2011
Skills
Customer Service, Bloomberg Terminal, Microsoft Excel, Research, Money Management, Portfolio Management, Investment Banking, Private Equity, Money Market, Fundamental Analysis, Technical Analysis, Series 7, Series 63, Customer Relations, Asset Management, Finance
Education
City University of New York-Baruch College 2011 — 2013
Finance
Erie Community College 2008 — 2011
AAS, Business Administration
Clarence High School 2004 — 2008
Pace University - Lubin School of Business
Merrill Lynch November 2013 - Present
Laidlaw & Company April 2013 - October 2013
Laidlaw & Company January 2012 - April 2013
Westherr Automotive Group January 2007 - August 2011
Skills
Customer Service, Bloomberg Terminal, Microsoft Excel, Research, Money Management, Portfolio Management, Investment Banking, Private Equity, Money Market, Fundamental Analysis, Technical Analysis, Series 7, Series 63, Customer Relations, Asset Management, Finance
Education
City University of New York-Baruch College 2011 — 2013
Finance
Erie Community College 2008 — 2011
AAS, Business Administration
Clarence High School 2004 — 2008
Pace University - Lubin School of Business
Colin Press Colin Press's Laidlaw & Company Experience August 2007 - January 2008
Job Account Manager at Physicians Wellness Network LLC
Industry Hospital & Health Care
Experience
Physicians Wellness Network LLC August 2015 - Present
Medivo April 2013 - August 2015
Medivo April 2012 - April 2013
Cyber Trading University August 2011 - April 2012
First Lincoln Financial August 2009 - September 2010
Shinnecock Hills Golf Club June 2001 - August 2010
Laidlaw & Company August 2007 - January 2008
Skills
Healthcare, Strategic Planning, Start-ups, Business Development, Sales Operations, Sales, Healthcare Information..., Project Management, Team Leadership, Laboratory, Laboratory Skills, Product Development, Pharmaceutical Industry, Proposal Writing, Account Management, Cross-functional Team..., Management, Leadership, Strategy
Education
Fordham University
Bachelor's degree, Business Administration and Management, Concentration In Entrepreneurial Studies
Physicians Wellness Network LLC August 2015 - Present
Medivo April 2013 - August 2015
Medivo April 2012 - April 2013
Cyber Trading University August 2011 - April 2012
First Lincoln Financial August 2009 - September 2010
Shinnecock Hills Golf Club June 2001 - August 2010
Laidlaw & Company August 2007 - January 2008
Skills
Healthcare, Strategic Planning, Start-ups, Business Development, Sales Operations, Sales, Healthcare Information..., Project Management, Team Leadership, Laboratory, Laboratory Skills, Product Development, Pharmaceutical Industry, Proposal Writing, Account Management, Cross-functional Team..., Management, Leadership, Strategy
Education
Fordham University
Bachelor's degree, Business Administration and Management, Concentration In Entrepreneurial Studies
Benjamin Black's Laidlaw & Company Experience March 2012 - February 2014
Job Junior Associate at The Janus Property Company
Industry Real Estate
Experience
The Janus Property Company January 2015 - Present
Cold River Properties June 2014 - Present
Laidlaw & Company March 2012 - February 2014
Three Guys Enterprise May 2008 - September 2012
Wasserman Center of Career Development of NYU-Poly February 2010 - February 2012
Education
New York University 2010 — 2014
Bachelor of Science (B.S.), Business and Technology Management, Polytechnic School of Engineering
The Janus Property Company January 2015 - Present
Cold River Properties June 2014 - Present
Laidlaw & Company March 2012 - February 2014
Three Guys Enterprise May 2008 - September 2012
Wasserman Center of Career Development of NYU-Poly February 2010 - February 2012
Education
New York University 2010 — 2014
Bachelor of Science (B.S.), Business and Technology Management, Polytechnic School of Engineering
Daniel Guilfoile's Laidlaw & Company Experience September 2009 - November 2010
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
Ashley Coleman Ashley Coleman's Laidlaw & Company Experience December 2013 - August 2014
Job Equity Sales Assistant at Cleveland Research Company
Industry Investment Management
Experience
Cleveland Research Company August 2014 - Present
Laidlaw & Company December 2013 - August 2014
The Talent Group 2012 - 2013
Skills
Arts Administration, Acting, Vocals, Entertainment Management, Office Administration, Event Management, Event Planning, Bartending, Fashion, Business Development, Organizational..., Non-profit..., Non-profit Board..., Nonprofits, Grant Preparation, Grant Administration, Administrative..., People-oriented, Connecting People, Sports Management, Visual Communication, Internal Communications, Internal Resourcing
Education
Baldwin Wallace University 2009 — 2013
Bachelor of Music, Musical Theatre
Baldwin Wallace University 2009 — 2013
Bachelor of Music
Cleveland Research Company August 2014 - Present
Laidlaw & Company December 2013 - August 2014
The Talent Group 2012 - 2013
Skills
Arts Administration, Acting, Vocals, Entertainment Management, Office Administration, Event Management, Event Planning, Bartending, Fashion, Business Development, Organizational..., Non-profit..., Non-profit Board..., Nonprofits, Grant Preparation, Grant Administration, Administrative..., People-oriented, Connecting People, Sports Management, Visual Communication, Internal Communications, Internal Resourcing
Education
Baldwin Wallace University 2009 — 2013
Bachelor of Music, Musical Theatre
Baldwin Wallace University 2009 — 2013
Bachelor of Music
Jean-Pierre Ayala Jean-Pierre Ayala's Laidlaw & Company Experience September 2012 - Present
Job Sr.V.P. South East Region at Laidlaw & Company
Industry Investment Banking
Experience
Laidlaw & Company September 2012 - Present
Dawson James Securities December 2010 - 2012
National Securities September 2000 - December 2010
Skills
Jean-Pierre Ayala has..., Investment Banking, Private Equity, Venture Capital, Investments, Wealth Management, ETFs, Communication, Trading, Series 7, Situation Analysis, Equities, Portfolio Management, Securities, Financial Advisory
Education
TFC Institute of Finance 1995 — 1996
Regulatory Series 7 License and Series 63 License, Investments and Securities
City University of New York-Herbert H. Lehman College 1992 — 1996
Pre Med, Marine Biology and Biological Oceanography
Borough of Manhattan Community College 1990 — 1992
Laidlaw & Company September 2012 - Present
Dawson James Securities December 2010 - 2012
National Securities September 2000 - December 2010
Skills
Jean-Pierre Ayala has..., Investment Banking, Private Equity, Venture Capital, Investments, Wealth Management, ETFs, Communication, Trading, Series 7, Situation Analysis, Equities, Portfolio Management, Securities, Financial Advisory
Education
TFC Institute of Finance 1995 — 1996
Regulatory Series 7 License and Series 63 License, Investments and Securities
City University of New York-Herbert H. Lehman College 1992 — 1996
Pre Med, Marine Biology and Biological Oceanography
Borough of Manhattan Community College 1990 — 1992
Joe Caruso, CFA Joe Caruso, CFA's Laidlaw & Company Experience June 2005 - August 2005
Job Associate at AJO
Industry Investment Management
Experience
AJO July 2006 - Present
Thermo Electron October 2005 - May 2006
Laidlaw & Company June 2005 - August 2005
Skills
Equities, Bloomberg, Asset Managment, Financial Statement..., Derivatives, Investments, Investment Research, Finance, Asset Allocation, Investment Strategies, Equity Valuation, Fixed Income, Asset Management, Credit Analysis, ETFs, Portfolio Management, Mutual Funds, Alternative Investments, Fund Of Funds, Financial Markets, Equity Research, Strategic Financial..., Risk Management, High Yield, Investment Management, Investment Advisory, Institutional...
Education
St. Joseph's University 2012 — 2013
Master of Business Administration (MBA)
St. Joseph's University 2001 — 2005
BS, Finance
AJO July 2006 - Present
Thermo Electron October 2005 - May 2006
Laidlaw & Company June 2005 - August 2005
Skills
Equities, Bloomberg, Asset Managment, Financial Statement..., Derivatives, Investments, Investment Research, Finance, Asset Allocation, Investment Strategies, Equity Valuation, Fixed Income, Asset Management, Credit Analysis, ETFs, Portfolio Management, Mutual Funds, Alternative Investments, Fund Of Funds, Financial Markets, Equity Research, Strategic Financial..., Risk Management, High Yield, Investment Management, Investment Advisory, Institutional...
Education
St. Joseph's University 2012 — 2013
Master of Business Administration (MBA)
St. Joseph's University 2001 — 2005
BS, Finance
Branden Hurley Branden Hurley's Laidlaw & Company Experience June 2008 - August 2008
Job Technology Investment Banking Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
Royal Bank of Canada Capital Markets May 2011 - Present
Wellfleet Partners inc. Investment Bank October 2010 - April 2011
Micro Financing September 2009 - January 2011
Morgan Stanley Smith Barney September 2009 - January 2010
Laidlaw & Company June 2008 - August 2008
Skills
Investment Banking, Investments, Finance, Bloomberg, Banking, Financial Services, Trading, Sales, Financial Modeling, Valuation, Private Equity, Capital Markets, Corporate Finance, Equities, Financial Analysis, Due Diligence, Fixed Income, Hedge Funds, Mergers & Acquisitions, Venture Capital
Education
University of San Diego 2007 — 2010
Bachelor's, Finance
RBC Capital Markets August 2014 - Present
Royal Bank of Canada Capital Markets May 2011 - Present
Wellfleet Partners inc. Investment Bank October 2010 - April 2011
Micro Financing September 2009 - January 2011
Morgan Stanley Smith Barney September 2009 - January 2010
Laidlaw & Company June 2008 - August 2008
Skills
Investment Banking, Investments, Finance, Bloomberg, Banking, Financial Services, Trading, Sales, Financial Modeling, Valuation, Private Equity, Capital Markets, Corporate Finance, Equities, Financial Analysis, Due Diligence, Fixed Income, Hedge Funds, Mergers & Acquisitions, Venture Capital
Education
University of San Diego 2007 — 2010
Bachelor's, Finance
Brian Low Brian Low's Laidlaw & Company Experience July 2013 - September 2013
Job Wealth management
Industry Financial Services
Experience
Joseph Gunnar & Co. October 2014 - Present
EJ Sterling January 2014 - October 2014
Laidlaw & Company July 2013 - September 2013
Manager 2012 - July 2013
The Chart Lab December 2011 - January 2012
Luma Solutions December 2011 - January 2012
Oradell Public 2011 - 2012
Square Root Creative June 2010 - August 2010
Skills
Microsoft Office, Excel, Word, PowerPoint, Investments, Financial Analysis, Financial Planning, Economics, Microsoft Excel, Data Analysis, Risk Management, Microsoft Word, Time Management, Securities, Finance, Equities, Series 7, Marketing
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Bergen Catholic 2004 — 2008
Joseph Gunnar & Co. October 2014 - Present
EJ Sterling January 2014 - October 2014
Laidlaw & Company July 2013 - September 2013
Manager 2012 - July 2013
The Chart Lab December 2011 - January 2012
Luma Solutions December 2011 - January 2012
Oradell Public 2011 - 2012
Square Root Creative June 2010 - August 2010
Skills
Microsoft Office, Excel, Word, PowerPoint, Investments, Financial Analysis, Financial Planning, Economics, Microsoft Excel, Data Analysis, Risk Management, Microsoft Word, Time Management, Securities, Finance, Equities, Series 7, Marketing
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Bergen Catholic 2004 — 2008
Brian M. Robertson Brian M. Robertson's Laidlaw & Company Experience October 2010 - Present
Job Managing Director, Laidlaw & Company
Industry Financial Services
Experience
Laidlaw & Company October 2010 - Present
Smith Barney 2006 - 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, Management, Series 63, Series 7, Wealth Management
Education
Elmira College 2000 — 2004
BA, Business Administration
Laidlaw & Company October 2010 - Present
Smith Barney 2006 - 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Equities, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, Management, Series 63, Series 7, Wealth Management
Education
Elmira College 2000 — 2004
BA, Business Administration
Schuyler Tully Schuyler Tully's Laidlaw & Company Experience May 2007 - November 2008
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
William Delaney William Delaney's Laidlaw & Company Experience May 1995 - April 2004
Job Chief Compliance Officer at Santander Investment Securities Inc
Industry Financial Services
Experience
Santander Investment Securities Inc February 2008 - Present
Laidlaw & Company May 1995 - April 2004
Skills
FINRA, Equities, Securities, OFAC, Series 24, AML, Trading, Series 7, Financial Markets, Capital Markets, Bloomberg, Fixed Income, Investments, Investment Advisory, Equity Trading, Options, Financial Risk, FX Options, Bonds, Derivatives, Investment Banking, Swaps, Electronic Trading, Legal Compliance, Legal Advice, Standards Compliance
Education
Hofstra University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance & Banking
Santander Investment Securities Inc February 2008 - Present
Laidlaw & Company May 1995 - April 2004
Skills
FINRA, Equities, Securities, OFAC, Series 24, AML, Trading, Series 7, Financial Markets, Capital Markets, Bloomberg, Fixed Income, Investments, Investment Advisory, Equity Trading, Options, Financial Risk, FX Options, Bonds, Derivatives, Investment Banking, Swaps, Electronic Trading, Legal Compliance, Legal Advice, Standards Compliance
Education
Hofstra University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance & Banking
Jason Brewer's Laidlaw & Company Experience January 2012 - March 2012
Job Analyst at JPMorgan Investment Bank
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
Memorial Sloan-Kettering Cancer Center March 2012 - July 2013
Vox Media, Inc. March 2006 - July 2013
Laidlaw & Company January 2012 - March 2012
Press Communications 2006 - 2009
Skills
Investment Management, Social Media, Facebook, Blogging, Social Media Marketing, Editing, Social Networking, Microsoft Excel, Digital Media, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Copy Editing, New Media, Public Speaking, Analytics, Digital Marketing, Research, WordPress
Education
Fordham University 2010 — 2013
Bachelor of Science, Finance, Magna Cum Laude
JPMorgan Chase July 2013 - Present
Memorial Sloan-Kettering Cancer Center March 2012 - July 2013
Vox Media, Inc. March 2006 - July 2013
Laidlaw & Company January 2012 - March 2012
Press Communications 2006 - 2009
Skills
Investment Management, Social Media, Facebook, Blogging, Social Media Marketing, Editing, Social Networking, Microsoft Excel, Digital Media, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Copy Editing, New Media, Public Speaking, Analytics, Digital Marketing, Research, WordPress
Education
Fordham University 2010 — 2013
Bachelor of Science, Finance, Magna Cum Laude
Nicholas West Nicholas West's Laidlaw & Company Experience 2009 - 2010
Job Account Executive at Global Employment Solutions
Industry Staffing and Recruiting
Experience
Global Employment Solutions September 2014 - Present
Premium Distributors June 2013 - September 2014
Thomson Reuters Westlaw June 2011 - June 2013
Laidlaw & Company 2009 - 2010
Skills
Microsoft Office, Investments, Research, Sales, Legal Research, Customer Service, Social Networking, Cold Calling, Social Media, PowerPoint, Fundraising
Education
Hampden-Sydney College 2007 — 2011
Bachelor of Arts (B.A.), History
The Gunnery 2004 — 2007
Global Employment Solutions September 2014 - Present
Premium Distributors June 2013 - September 2014
Thomson Reuters Westlaw June 2011 - June 2013
Laidlaw & Company 2009 - 2010
Skills
Microsoft Office, Investments, Research, Sales, Legal Research, Customer Service, Social Networking, Cold Calling, Social Media, PowerPoint, Fundraising
Education
Hampden-Sydney College 2007 — 2011
Bachelor of Arts (B.A.), History
The Gunnery 2004 — 2007
Josh C. Sinha Josh C. Sinha's Laidlaw & Company Experience January 2010 - August 2010
Job High Yield Credit Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service January 2014 - Present
Enstoa, Inc. July 2012 - January 2014
BNY Mellon January 2011 - May 2011
Laidlaw & Company January 2010 - August 2010
Kaplan June 2008 - June 2009
Skills
Project Management, Financial Accounting, Corporate Finance, Cash Flow Forecasting, Working Capital..., Statistical Data..., MS Excel, Powerpoint,..., Financial Analysis, Economics, Management
Education
New York University 2007 — 2011
Bachelor of Arts Honors, Economics Policy
West Windsor-Plainsboro High School North 2003 — 2007
High School Diploma, General Education
Moody's Investors Service January 2014 - Present
Enstoa, Inc. July 2012 - January 2014
BNY Mellon January 2011 - May 2011
Laidlaw & Company January 2010 - August 2010
Kaplan June 2008 - June 2009
Skills
Project Management, Financial Accounting, Corporate Finance, Cash Flow Forecasting, Working Capital..., Statistical Data..., MS Excel, Powerpoint,..., Financial Analysis, Economics, Management
Education
New York University 2007 — 2011
Bachelor of Arts Honors, Economics Policy
West Windsor-Plainsboro High School North 2003 — 2007
High School Diploma, General Education
Bernard Quinn's Laidlaw & Company Experience February 2010 - December 2010
Job Social Sales Director at FullBottle
Industry Online Media
Experience
FullBottle April 2015 - Present
AdRoll May 2014 - April 2015
Amazon April 2012 - May 2014
GDS International January 2011 - November 2011
Laidlaw & Company February 2010 - December 2010
Skills
Sales, Lead Generation, New Business Development, CRM, Advertising, Marketing, Sales Operations, Sales Management, Digital Marketing
Education
James Madison University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
James Madison University - College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Universiteit Antwerpen 2008 — 2008
Concentration in European Business
Smithtown High School 2001 — 2005
FullBottle April 2015 - Present
AdRoll May 2014 - April 2015
Amazon April 2012 - May 2014
GDS International January 2011 - November 2011
Laidlaw & Company February 2010 - December 2010
Skills
Sales, Lead Generation, New Business Development, CRM, Advertising, Marketing, Sales Operations, Sales Management, Digital Marketing
Education
James Madison University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
James Madison University - College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Universiteit Antwerpen 2008 — 2008
Concentration in European Business
Smithtown High School 2001 — 2005
John Palazzolo John Palazzolo's Laidlaw & Company Experience January 2013 - May 2013
Job Receiving Specialist at Porky Products
Industry Logistics and Supply Chain
Experience
Porky Products May 2015 - Present
Grand Plaza March 2014 - May 2015
Laidlaw & Company January 2013 - May 2013
CVS Caremark Corporation June 2010 - January 2013
Skills
Inventory Management, Inventory Control, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Retail, Time Management, Data Analysis, Leadership, Teamwork
Education
SUNY Albany 2008 — 2012
Bachelor of Arts (B.A.), Economics
Monsignor Farrell
Porky Products May 2015 - Present
Grand Plaza March 2014 - May 2015
Laidlaw & Company January 2013 - May 2013
CVS Caremark Corporation June 2010 - January 2013
Skills
Inventory Management, Inventory Control, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Retail, Time Management, Data Analysis, Leadership, Teamwork
Education
SUNY Albany 2008 — 2012
Bachelor of Arts (B.A.), Economics
Monsignor Farrell
Thomas Salogub Thomas Salogub's Laidlaw & Company Experience January 2007 - May 2007
Job Senior Analyst at Clinton Group
Industry Investment Management
Experience
Clinton Group June 2008 - Present
Laidlaw & Company January 2007 - May 2007
Skills
Backtesting, Equities, Fundamental Analysis, LBO, Social Media, Venture Capital, Bloomberg, Alternative Investments, Capital Markets, Asset Management, Derivatives, Finance, Microsoft Office
Education
Manhattan College 2004 — 2008
2008, Finance, Economics, Religious Studies
Chaminade High School 2000 — 2004
Clinton Group June 2008 - Present
Laidlaw & Company January 2007 - May 2007
Skills
Backtesting, Equities, Fundamental Analysis, LBO, Social Media, Venture Capital, Bloomberg, Alternative Investments, Capital Markets, Asset Management, Derivatives, Finance, Microsoft Office
Education
Manhattan College 2004 — 2008
2008, Finance, Economics, Religious Studies
Chaminade High School 2000 — 2004
Brandon Hernandez Brandon Hernandez's Laidlaw & Company Experience January 2014 - May 2014
Job Consultant at Capgemini
Industry Financial Services
Experience
Capgemini August 2015 - Present
Rutgers University Recreation June 2012 - July 2015
Wildlife Conservation Society June 2014 - August 2014
Laidlaw & Company January 2014 - May 2014
SSP Nutrition August 2013 - January 2014
Rutgers University Recreation August 2011 - June 2012
Rutgers University Recreation August 2010 - August 2011
Skills
CPR, AED, and First Aid..., Operations Management, Customer Service, Communication, Teamwork, Leadership, Leadership Development, Management, Interviews, Research, Marketing, PowerPoint, Social Networking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Bachelor of Science (BS), Supply Chain and Marketing Science, 3.53 GPA
Capgemini August 2015 - Present
Rutgers University Recreation June 2012 - July 2015
Wildlife Conservation Society June 2014 - August 2014
Laidlaw & Company January 2014 - May 2014
SSP Nutrition August 2013 - January 2014
Rutgers University Recreation August 2011 - June 2012
Rutgers University Recreation August 2010 - August 2011
Skills
CPR, AED, and First Aid..., Operations Management, Customer Service, Communication, Teamwork, Leadership, Leadership Development, Management, Interviews, Research, Marketing, PowerPoint, Social Networking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Bachelor of Science (BS), Supply Chain and Marketing Science, 3.53 GPA
Christopher Brullo's Laidlaw & Company Experience January 2014 - May 2014
Job Management Consultant, Business & IT Strategy at Capgemini
Industry Management Consulting
Experience
Capgemini June 2014 - Present
Laidlaw & Company January 2014 - May 2014
New Penn Financial, LLC April 2012 - October 2013
Skills
Management Consulting, IT Strategy, Project Management, Banking, Microsoft Office, Marketing Communications, Credit, Business Process..., Enterprise Architecture, Project Planning, Analysis, Social Media, Investment Banking, Wealth Management, SPSS, Human Resources, Problem Solving, Credit Analysis, Financial Analysis, Financial Modeling, Training, Loans, Sales, Derivatives, Equities, Series 7, Investments, Retirement Planning, Bonds, Private Equity, Underwriting, FHA, FNMA, FHLMC, New Business Development, Financial Services, Business Transformation
Education
Penn State University 2005 — 2009
Bachelor of Arts (B.A.), Advertising
Capgemini June 2014 - Present
Laidlaw & Company January 2014 - May 2014
New Penn Financial, LLC April 2012 - October 2013
Skills
Management Consulting, IT Strategy, Project Management, Banking, Microsoft Office, Marketing Communications, Credit, Business Process..., Enterprise Architecture, Project Planning, Analysis, Social Media, Investment Banking, Wealth Management, SPSS, Human Resources, Problem Solving, Credit Analysis, Financial Analysis, Financial Modeling, Training, Loans, Sales, Derivatives, Equities, Series 7, Investments, Retirement Planning, Bonds, Private Equity, Underwriting, FHA, FNMA, FHLMC, New Business Development, Financial Services, Business Transformation
Education
Penn State University 2005 — 2009
Bachelor of Arts (B.A.), Advertising
Klaus Gonche, CIPS's Laidlaw & Company Experience August 2010 - October 2012
Job REALTOR® at Century 21 Hansen
Industry Real Estate
Experience
Century 21 Hansen Realty, Inc. June 2013 - Present
WestPark Capital, Inc. November 2012 - May 2013
Laidlaw & Company August 2010 - October 2012
Skills
Wealth Management, Investments, Equities, Securities, Asset Allocation, Series 7, Series 63, 401k, International Real..., Listing Homes, Real Estate Investment..., Investment Management, Asset Management, Real Estate Transactions, CIPS, Strategic Financial..., Portfolio Management, Sales, Sellers, First Time Home Buyers
Education
Florida Atlantic University 2009 — 2011
Business Administration and Management, General
Monarch High School
Century 21 Hansen Realty, Inc. June 2013 - Present
WestPark Capital, Inc. November 2012 - May 2013
Laidlaw & Company August 2010 - October 2012
Skills
Wealth Management, Investments, Equities, Securities, Asset Allocation, Series 7, Series 63, 401k, International Real..., Listing Homes, Real Estate Investment..., Investment Management, Asset Management, Real Estate Transactions, CIPS, Strategic Financial..., Portfolio Management, Sales, Sellers, First Time Home Buyers
Education
Florida Atlantic University 2009 — 2011
Business Administration and Management, General
Monarch High School
Daniel Beecher Daniel Beecher's Laidlaw & Company Experience January 2014 - July 2014
Job Finance Intern at Sparta Consulting Group, Inc.
Industry Higher Education
Experience
Spartan Capital Securities, LLC September 2014 - Present
RuffaloCODY November 2012 - Present
Laidlaw & Company January 2014 - July 2014
Vans July 2013 - September 2013
JMR Graphics, Inc June 2013 - August 2013
Sno-Haus 2007 - 2011
Skills
Sales, Art, Social Media, Leadership, Telephone Skills, Communication Skills, Fundraising, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Time Management, Teamwork, Public Speaking, Research
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Applied Accounting and Finance
Garden City High School 2007 — 2011
Spartan Capital Securities, LLC September 2014 - Present
RuffaloCODY November 2012 - Present
Laidlaw & Company January 2014 - July 2014
Vans July 2013 - September 2013
JMR Graphics, Inc June 2013 - August 2013
Sno-Haus 2007 - 2011
Skills
Sales, Art, Social Media, Leadership, Telephone Skills, Communication Skills, Fundraising, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Time Management, Teamwork, Public Speaking, Research
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Applied Accounting and Finance
Garden City High School 2007 — 2011
Austin O'Reilly Austin O'Reilly's Laidlaw & Company Experience June 2004 - July 2005
Job Sr. Investment Marketing Consultant at MetLife
Industry Financial Services
Experience
MetLife November 2014 - Present
MetLife July 2013 - October 2014
Wells Fargo December 2012 - June 2013
Lincoln Financial Group August 2010 - December 2012
Merrill Lynch September 2009 - July 2010
Merrill Lynch December 2008 - September 2009
Smith Barney March 2007 - November 2008
Smith Barney July 2005 - March 2007
Laidlaw & Company June 2004 - July 2005
All-Time Coffee Systems January 2003 - June 2004
Skills
Banking, Loans, Credit, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Refinance, Asset Allocation, Securities, Insurance, Financial Services, Retail Banking, Fixed Income, Equities, Series 63, Financial Advisory, Retirement
Education
Saint Mary's University 2000 — 2002
Marketing, Business Commerce
Fairleigh Dickinson University 1998 — 1999
Undergrad Electives
MetLife November 2014 - Present
MetLife July 2013 - October 2014
Wells Fargo December 2012 - June 2013
Lincoln Financial Group August 2010 - December 2012
Merrill Lynch September 2009 - July 2010
Merrill Lynch December 2008 - September 2009
Smith Barney March 2007 - November 2008
Smith Barney July 2005 - March 2007
Laidlaw & Company June 2004 - July 2005
All-Time Coffee Systems January 2003 - June 2004
Skills
Banking, Loans, Credit, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Refinance, Asset Allocation, Securities, Insurance, Financial Services, Retail Banking, Fixed Income, Equities, Series 63, Financial Advisory, Retirement
Education
Saint Mary's University 2000 — 2002
Marketing, Business Commerce
Fairleigh Dickinson University 1998 — 1999
Undergrad Electives
Anthony Goffredo Anthony Goffredo's Laidlaw & Company Experience June 2013 - Present
Job Financial Consultant at Laidlaw & Company
Industry Financial Services
Experience
Laidlaw & Company June 2013 - Present
Skills
Data Analysis, Economics, Series 7, Series 63, Sales, Investments, Financial Analysis, Portfolio Management, Equities
Education
Binghamton University, State University of New York 2008 — 2013
B.S, Financial Economics
State University of New York at Binghamton 2008 — 2013
Bachelor of Science, Financial Economics
Laidlaw & Company June 2013 - Present
Skills
Data Analysis, Economics, Series 7, Series 63, Sales, Investments, Financial Analysis, Portfolio Management, Equities
Education
Binghamton University, State University of New York 2008 — 2013
B.S, Financial Economics
State University of New York at Binghamton 2008 — 2013
Bachelor of Science, Financial Economics
Emily Zihan Yang Emily Zihan Yang's Laidlaw & Company Experience May 2011 - July 2011
Job Fordham UniversityGraduate School of Business Administration
Industry Public Relations and Communications
Experience
Universal Music Group September 2011 - December 2011
ICN TV Network (NY TV Station) May 2011 - July 2011
Laidlaw & Company May 2011 - July 2011
EF Education First 2009 - 2010
CCTV News International 2009 - 2009
Skills
film critics, creative writing
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
master, Media Management
Communication University of China 2006 — 2010
Bachelor, Literature of Drama, TV and Film
Universal Music Group September 2011 - December 2011
ICN TV Network (NY TV Station) May 2011 - July 2011
Laidlaw & Company May 2011 - July 2011
EF Education First 2009 - 2010
CCTV News International 2009 - 2009
Skills
film critics, creative writing
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
master, Media Management
Communication University of China 2006 — 2010
Bachelor, Literature of Drama, TV and Film
Uendel Santos's Laidlaw & Company Experience May 2011 - Present
Job Research Analyst/Senior Management at Laidlaw & Company
Industry Financial Services
Experience
Laidlaw & Company May 2011 - Present
Safra Group June 2009 - March 2010
Skills
Equities, Investments, Financial Markets, Fixed Income, Finance, Bloomberg, Investment Banking, Capital Markets, Derivatives, Hedge Funds
Education
Hunter College 2008 — 2011
Economica, Economics
PUC-Rio - Pontifícia Universidade Católica do Rio de Janeiro 2003 — 2006
Bacharel, Economics
Laidlaw & Company May 2011 - Present
Safra Group June 2009 - March 2010
Skills
Equities, Investments, Financial Markets, Fixed Income, Finance, Bloomberg, Investment Banking, Capital Markets, Derivatives, Hedge Funds
Education
Hunter College 2008 — 2011
Economica, Economics
PUC-Rio - Pontifícia Universidade Católica do Rio de Janeiro 2003 — 2006
Bacharel, Economics
Scott Lentz Scott Lentz's Laidlaw & Company Experience May 2003 - November 2009
Job Realtor at Austin Lone Star Realty
Industry Real Estate
Experience
Austin Lone Star Realty August 2008 - Present
Laidlaw & Company May 2003 - November 2009
Education
Texas Christian University 1991 — 1991
none, Biology/Chemistry
Austin Lone Star Realty August 2008 - Present
Laidlaw & Company May 2003 - November 2009
Education
Texas Christian University 1991 — 1991
none, Biology/Chemistry
Eric Ferreira's Laidlaw & Company Experience September 2007 - Present
Job Vice President at Laidlaw & Company.
Industry Financial Services
Experience
Laidlaw & Company September 2007 - Present
Skills
Series 7, Series 63, Wealth Management, Investments, Securities, Strategic Financial..., Portfolio Management, Equities, IRAs, Business Planning, Alternative Investments, Asset Management, Finance, Fixed Income, Financial Planning, Private Equity
Education
Manhattan College 2006 — 2010
Bethel High School
Laidlaw & Company September 2007 - Present
Skills
Series 7, Series 63, Wealth Management, Investments, Securities, Strategic Financial..., Portfolio Management, Equities, IRAs, Business Planning, Alternative Investments, Asset Management, Finance, Fixed Income, Financial Planning, Private Equity
Education
Manhattan College 2006 — 2010
Bethel High School
Michael Bonomo's Laidlaw & Company Experience December 2011 - May 2012
Job Trade Operations / Accounting Analyst at MIO Partners, Inc.
Industry Financial Services
Experience
McKinsey & Company September 2015 - Present
International Fund Services (Ireland) Ltd, A State Street Company June 2012 - August 2015
Laidlaw & Company December 2011 - May 2012
Skills
Microsoft Office, Collateral Management, Bloomberg, Microsoft Excel, Hedge Funds, Research, Financial Analysis, Fixed Income, Investments, Valuation, Equities, Securities, Asset Managment, Bloomberg Terminal, Financial Services
Education
University of Scranton 2007 — 2010
Bachelor's, Business Communication
Molloy College 2011 — 2013
MBA, Finance
Kellenberg Memorial High School 2002 — 2006
McKinsey & Company September 2015 - Present
International Fund Services (Ireland) Ltd, A State Street Company June 2012 - August 2015
Laidlaw & Company December 2011 - May 2012
Skills
Microsoft Office, Collateral Management, Bloomberg, Microsoft Excel, Hedge Funds, Research, Financial Analysis, Fixed Income, Investments, Valuation, Equities, Securities, Asset Managment, Bloomberg Terminal, Financial Services
Education
University of Scranton 2007 — 2010
Bachelor's, Business Communication
Molloy College 2011 — 2013
MBA, Finance
Kellenberg Memorial High School 2002 — 2006
Candice Richardson's Laidlaw & Company Experience January 2013 - August 2013
Job Laidlaw & Co.
Industry Financial Services
Experience
Laidlaw & Company UK Ltd. May 2015 - Present
EMM Group March 2015 - June 2015
ARC Document Solutions August 2014 - March 2015
Laidlaw & Company January 2013 - August 2013
Skills
Equities, Banking, Public Speaking, Management, Investments, Customer Service, Portfolio Management, Wealth Management, Sales, Microsoft Excel, Financial Analysis, Client Relations, Client Services, Account Management
Education
Pace University 2010 — 2014
Bachelor's Degree, Business/Managerial Economics
Laidlaw & Company UK Ltd. May 2015 - Present
EMM Group March 2015 - June 2015
ARC Document Solutions August 2014 - March 2015
Laidlaw & Company January 2013 - August 2013
Skills
Equities, Banking, Public Speaking, Management, Investments, Customer Service, Portfolio Management, Wealth Management, Sales, Microsoft Excel, Financial Analysis, Client Relations, Client Services, Account Management
Education
Pace University 2010 — 2014
Bachelor's Degree, Business/Managerial Economics
Alan Luo's Laidlaw & Company Experience February 2013 - May 2013
Job Tax Processor at KPMG US
Industry Financial Services
Experience
KPMG US September 2015 - Present
KPMG US January 2015 - May 2015
Scottrade July 2013 - July 2014
Laidlaw & Company February 2013 - May 2013
Skills
Equity Research, Data Analysis, Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Sourcing, Financial Analysis, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance
KPMG US September 2015 - Present
KPMG US January 2015 - May 2015
Scottrade July 2013 - July 2014
Laidlaw & Company February 2013 - May 2013
Skills
Equity Research, Data Analysis, Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Sourcing, Financial Analysis, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Shalaby Turner Shalaby Turner's Laidlaw & Company Experience June 2006 - March 2015
Job Sales Associate at OutboundEngine
Industry Marketing and Advertising
Experience
OutboundEngine April 2015 - Present
Laidlaw & Company June 2006 - March 2015
ElectronicMetro Technologies 2003 - 2005
Skills
Investments, Private Equity, Series 7, Finance, Venture Capital, Securities, Entrepreneurship, Portfolio Management, Series 63, Equities, Wealth Management, Asset Management, Investment Banking, Strategic Financial..., Financial Planning, Sales Management, Sales Presentations, Consultative Sales..., Consultative Selling, Closing Abilities, People Skills, Customer Acquisition, Account Management, Relationship Building, Conflict Resolution, Hunter, New Business Generation, Lead Management, Lead Generation, High Pressure Situations, High Pressure..., High-Level Relationship..., High Level Networking, International Sales, InsideView, Salesforce.com, Ruby on Rails, StatTools, Microsoft Office, Teamwork, Client Relations, Client-focused, Presentation Skills, Experienced Sales..., Sales Process, Healthcare Information..., Startup Development, Professional Services, Professional Mentoring, Complex Sales
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Management
Rutgers University-New Brunswick
Economics, Financial Economics
OutboundEngine April 2015 - Present
Laidlaw & Company June 2006 - March 2015
ElectronicMetro Technologies 2003 - 2005
Skills
Investments, Private Equity, Series 7, Finance, Venture Capital, Securities, Entrepreneurship, Portfolio Management, Series 63, Equities, Wealth Management, Asset Management, Investment Banking, Strategic Financial..., Financial Planning, Sales Management, Sales Presentations, Consultative Sales..., Consultative Selling, Closing Abilities, People Skills, Customer Acquisition, Account Management, Relationship Building, Conflict Resolution, Hunter, New Business Generation, Lead Management, Lead Generation, High Pressure Situations, High Pressure..., High-Level Relationship..., High Level Networking, International Sales, InsideView, Salesforce.com, Ruby on Rails, StatTools, Microsoft Office, Teamwork, Client Relations, Client-focused, Presentation Skills, Experienced Sales..., Sales Process, Healthcare Information..., Startup Development, Professional Services, Professional Mentoring, Complex Sales
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Management
Rutgers University-New Brunswick
Economics, Financial Economics
Jay Borok Jay Borok's Laidlaw & Company Experience January 1995 - August 1997
Job Data/Reporting Analyst at Time Warner Cable Media
Industry Information Technology and Services
Experience
Time Warner Cable Media April 2015 - Present
Graphnet August 1997 - September 2014
LAIDLAW & COMPANY January 1995 - August 1997
Skills
Telecommunications, New Business Development, Sales Management, Data Analysis, Solution Selling, Project Management, Online Advertising, Marketing, Business Analysis, Analysis, HTML, VBA, Pricing, SQL, PHP, MySQL, Auditing, Resource Allocation, JavaScript, Microsoft Office, Database Administration, Quantitative Analytics, Risk Analysis, Oracle Applications, Process Automation, Trend Forecasting, Profit Margins, Problem Solving, Financial Analysis, Financial Reporting, Database Design, Database Development, Oracle Database, Management, Enterprise Software, Leadership
Education
Columbia University in the City of New York 2001 — 2002
Certificate in Database Application Development and Design
Rutgers University 1992 — 1997
Bachelor's degree, Finance, General
Time Warner Cable Media April 2015 - Present
Graphnet August 1997 - September 2014
LAIDLAW & COMPANY January 1995 - August 1997
Skills
Telecommunications, New Business Development, Sales Management, Data Analysis, Solution Selling, Project Management, Online Advertising, Marketing, Business Analysis, Analysis, HTML, VBA, Pricing, SQL, PHP, MySQL, Auditing, Resource Allocation, JavaScript, Microsoft Office, Database Administration, Quantitative Analytics, Risk Analysis, Oracle Applications, Process Automation, Trend Forecasting, Profit Margins, Problem Solving, Financial Analysis, Financial Reporting, Database Design, Database Development, Oracle Database, Management, Enterprise Software, Leadership
Education
Columbia University in the City of New York 2001 — 2002
Certificate in Database Application Development and Design
Rutgers University 1992 — 1997
Bachelor's degree, Finance, General
Fabio Fagundes, MBA Fabio Fagundes, MBA's Laidlaw & Company Experience July 2009 - November 2009
Job Global Support Sales BMC Software
Industry Computer Software
Experience
BMC Software November 2014 - Present
BMC Software May 2013 - October 2014
Office Gemini January 2010 - May 2013
Laidlaw & Company July 2009 - November 2009
Mississippi Development Authority January 2009 - May 2009
Skills
Document Management, Solution Selling, Sales, CRM, Business Strategy, Spanish, Sales Process, Leadership, New Business Development, Project Planning, Management, Strategy, Pre-sales, Marketing Strategy, Sales Management, Enterprise Content..., Scanners, Salesforce.com, Account Management, Direct Sales, Business Development, SaaS, Strategic Planning
Education
Cameron School of Business at University of Saint Thomas 2012 — 2014
MBA, Management Information System
Belhaven University 2005 — 2009
Bachelor of Science (BS), International Studies and Business Administration
FEI - Faculdade de Engenharia Industrial 2002 — 2003
BMC Software November 2014 - Present
BMC Software May 2013 - October 2014
Office Gemini January 2010 - May 2013
Laidlaw & Company July 2009 - November 2009
Mississippi Development Authority January 2009 - May 2009
Skills
Document Management, Solution Selling, Sales, CRM, Business Strategy, Spanish, Sales Process, Leadership, New Business Development, Project Planning, Management, Strategy, Pre-sales, Marketing Strategy, Sales Management, Enterprise Content..., Scanners, Salesforce.com, Account Management, Direct Sales, Business Development, SaaS, Strategic Planning
Education
Cameron School of Business at University of Saint Thomas 2012 — 2014
MBA, Management Information System
Belhaven University 2005 — 2009
Bachelor of Science (BS), International Studies and Business Administration
FEI - Faculdade de Engenharia Industrial 2002 — 2003
Stephen Gravallese's Laidlaw & Company Experience August 2005 - December 2008
Job Inside Sales Team Manager at EverQuote
Industry Information Technology and Services
Experience
EverQuote March 2015 - Present
EverQuote September 2014 - March 2015
Ve Interactive Limited October 2012 - May 2014
Cynacon/Ocusoft, Inc June 2010 - October 2012
Anthony L&S January 2009 - November 2009
Laidlaw & Company August 2005 - December 2008
Skills
Sales Presentations, Direct Sales, CRM, Lead Generation, Email Marketing, Customer Service, Key Account Management, Market Analysis, Team Leadership, Competitive Analysis, Social Networking, Business Development, Strategic Partnerships
Education
Fordham University 2003 — 2007
B.S. Business Admin, Finance
Malden Catholic
EverQuote March 2015 - Present
EverQuote September 2014 - March 2015
Ve Interactive Limited October 2012 - May 2014
Cynacon/Ocusoft, Inc June 2010 - October 2012
Anthony L&S January 2009 - November 2009
Laidlaw & Company August 2005 - December 2008
Skills
Sales Presentations, Direct Sales, CRM, Lead Generation, Email Marketing, Customer Service, Key Account Management, Market Analysis, Team Leadership, Competitive Analysis, Social Networking, Business Development, Strategic Partnerships
Education
Fordham University 2003 — 2007
B.S. Business Admin, Finance
Malden Catholic
Maritsa Varvitsiotes Maritsa Varvitsiotes's Laidlaw & Company Experience January 2013 - Present
Job One million
Industry Banking
Experience
Laidlaw & Company January 2013 - Present
Ocean Cross January 2012 - Present
Lane Capital Markets May 2010 - December 2011
Aegis Capital Corp. September 2006 - April 2010
Skills
Financial Analysis, Real Estate Development, Venture Capital, New Business Development, Sales Management, Residential Homes, Investments, Portfolio Management, Banking, Asset Managment, Securities, Wealth Management, Mutual Funds, Real Estate, Equities, Investment Banking, Loans, Insurance, Retail Banking, Alternative Investments
Education
Brooklyn College
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Midwood High School
Laidlaw & Company January 2013 - Present
Ocean Cross January 2012 - Present
Lane Capital Markets May 2010 - December 2011
Aegis Capital Corp. September 2006 - April 2010
Skills
Financial Analysis, Real Estate Development, Venture Capital, New Business Development, Sales Management, Residential Homes, Investments, Portfolio Management, Banking, Asset Managment, Securities, Wealth Management, Mutual Funds, Real Estate, Equities, Investment Banking, Loans, Insurance, Retail Banking, Alternative Investments
Education
Brooklyn College
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Midwood High School
Jaclyn Zepernick's Laidlaw & Company Experience November 2006 - November 2009
Job Senior Managing Director at Executive Enterprise
Industry Telecommunications
Experience
Executive Enterprise NY April 2013 - Present
POSH-ABILITY January 2010 - December 2011
National Personal Training Institute (NPTI) November 2009 - November 2010
Laidlaw & Company November 2006 - November 2009
Skills
Direct Marketing, Recruiting, Sales Management, Advertising, Event Management, Team Building, Management, Public Speaking, Public Relations, Team Management, Sales Operations, Business Meetings, Coordinating Events, Recruitment Advertising, Interviewing Skills, Social Media Marketing, Marketing Strategy, Marketing, Marketing Communications, Sales, Training, Account Management, Social Media, Event Planning, Leadership, Social Networking, New Business Development, Brand Development, Business Development, Marketing Management, Strategic Planning, Email Marketing, Microsoft Office, Time Management, Entrepreneurship, Business Strategy, Online Advertising, Strategy, Lead Generation, Team Leadership, Direct Sales, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Negotiation, Project Management
Education
LIU Post 2006 — 2008
Nutrition, Psychology
Farmingdale State University of New York 2005 — 2007
Bachelor of Science (BS), Foods, Nutrition, and Wellness Studies, General
Northport High School 2001 — 2005
Executive Enterprise NY April 2013 - Present
POSH-ABILITY January 2010 - December 2011
National Personal Training Institute (NPTI) November 2009 - November 2010
Laidlaw & Company November 2006 - November 2009
Skills
Direct Marketing, Recruiting, Sales Management, Advertising, Event Management, Team Building, Management, Public Speaking, Public Relations, Team Management, Sales Operations, Business Meetings, Coordinating Events, Recruitment Advertising, Interviewing Skills, Social Media Marketing, Marketing Strategy, Marketing, Marketing Communications, Sales, Training, Account Management, Social Media, Event Planning, Leadership, Social Networking, New Business Development, Brand Development, Business Development, Marketing Management, Strategic Planning, Email Marketing, Microsoft Office, Time Management, Entrepreneurship, Business Strategy, Online Advertising, Strategy, Lead Generation, Team Leadership, Direct Sales, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Negotiation, Project Management
Education
LIU Post 2006 — 2008
Nutrition, Psychology
Farmingdale State University of New York 2005 — 2007
Bachelor of Science (BS), Foods, Nutrition, and Wellness Studies, General
Northport High School 2001 — 2005
Derek Pompea's Laidlaw & Company Experience September 2013 - February 2014
Job Financial Services Professional
Industry Financial Services
Experience
Charter Oak Insurance and Financial Services May 2015 - Present
Versatec, LLC March 2014 - May 2015
Laidlaw & Company September 2013 - February 2014
Skills
Wealth Management, Life Insurance, Asset Allocation, Stock Market, Estate Planning, Business Planning, Trust Services
Education
Keene State College 2009 — 2013
Bachelor of Science (B.S.), Sustainable Product Design and Innovation
Immaculate High School 2005 — 2009
Charter Oak Insurance and Financial Services May 2015 - Present
Versatec, LLC March 2014 - May 2015
Laidlaw & Company September 2013 - February 2014
Skills
Wealth Management, Life Insurance, Asset Allocation, Stock Market, Estate Planning, Business Planning, Trust Services
Education
Keene State College 2009 — 2013
Bachelor of Science (B.S.), Sustainable Product Design and Innovation
Immaculate High School 2005 — 2009
Jonathan Guzman, AWMA® Jonathan Guzman, AWMA®'s Laidlaw & Company Experience July 2013 - March 2014
Job Wealth Planning Analyst at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. April 2014 - Present
Laidlaw & Company July 2013 - March 2014
Laidlaw & Company May 2012 - August 2012
Geometry Global June 2011 - August 2011
Education
Wesleyan University 2009 — 2013
Bachelor of Arts, Economics
Syosset High School 2005 — 2009
College for Financial Planning
AWMA®, Accredited Wealth Management Advisor SM
UBS Financial Services, Inc. April 2014 - Present
Laidlaw & Company July 2013 - March 2014
Laidlaw & Company May 2012 - August 2012
Geometry Global June 2011 - August 2011
Education
Wesleyan University 2009 — 2013
Bachelor of Arts, Economics
Syosset High School 2005 — 2009
College for Financial Planning
AWMA®, Accredited Wealth Management Advisor SM
Noel Reyes Noel Reyes's Laidlaw & Company Experience February 2012 - June 2012
Job Securities Processing Analyst at Citi
Industry Financial Services
Experience
Citi March 2015 - Present
Tourneau August 2013 - Present
Hertz August 2009 - Present
Globecel August 2012 - February 2013
Laidlaw & Company February 2012 - June 2012
Abercrombie & Fitch April 2011 - August 2011
Wildes & Weinberg P.C. November 2009 - April 2010
Tourneau July 2006 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Financial Analysis, Microsoft Word, Spanish, Research, Accounting, Bloomberg, Outlook, Financial Modeling, Access, Customer Service, Finance, QuickBooks, Investments, Corporate Finance, Social Media, Market Research, SAP, QlikView, Great Plains Software, Software Craftsmanship
Education
Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Finance And Investments
Université Paris X Nanterre 2011 — 2011
Finance, General
Xavier High School 2003 — 2007
Diploma
Citi March 2015 - Present
Tourneau August 2013 - Present
Hertz August 2009 - Present
Globecel August 2012 - February 2013
Laidlaw & Company February 2012 - June 2012
Abercrombie & Fitch April 2011 - August 2011
Wildes & Weinberg P.C. November 2009 - April 2010
Tourneau July 2006 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Financial Analysis, Microsoft Word, Spanish, Research, Accounting, Bloomberg, Outlook, Financial Modeling, Access, Customer Service, Finance, QuickBooks, Investments, Corporate Finance, Social Media, Market Research, SAP, QlikView, Great Plains Software, Software Craftsmanship
Education
Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Finance And Investments
Université Paris X Nanterre 2011 — 2011
Finance, General
Xavier High School 2003 — 2007
Diploma
Sarika Ramakrishnan Sarika Ramakrishnan's Laidlaw & Company Experience June 2012 - August 2012
Job Investment Banking Analyst at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
KPMG May 2013 - July 2013
Columbia University - The School of International and Public Affairs September 2012 - May 2013
Laidlaw & Company June 2012 - August 2012
Skills
Public Speaking, Qualitative Research, Data Analysis, Stata, Research, Economics, Microsoft Office
Education
Columbia University in the City of New York 2011 — 2015
B.S. Industrial Engineering Operations Research
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
KPMG May 2013 - July 2013
Columbia University - The School of International and Public Affairs September 2012 - May 2013
Laidlaw & Company June 2012 - August 2012
Skills
Public Speaking, Qualitative Research, Data Analysis, Stata, Research, Economics, Microsoft Office
Education
Columbia University in the City of New York 2011 — 2015
B.S. Industrial Engineering Operations Research
Asmir Malevic's Laidlaw & Company Experience 2012 - 2013
Job Operations Manager at Katz Moving
Industry Financial Services
Experience
Katz Moving January 2014 - Present
Laidlaw & Company 2012 - 2013
Skills
Microsoft Office, Teamwork, Investment Banking, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Excel, Corporate Finance, Private Equity, Financial Modeling, Equities, Valuation, Investments, Financial Analysis, Portfolio Management, Equity Research, Venture Financing, Stock Market Analysis, Financial Reporting, Public Speaking, Finance, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Katz Moving January 2014 - Present
Laidlaw & Company 2012 - 2013
Skills
Microsoft Office, Teamwork, Investment Banking, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Excel, Corporate Finance, Private Equity, Financial Modeling, Equities, Valuation, Investments, Financial Analysis, Portfolio Management, Equity Research, Venture Financing, Stock Market Analysis, Financial Reporting, Public Speaking, Finance, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Derek M. Van Schaik, MBA, MS Derek M. Van Schaik, MBA, MS's Laidlaw & Company Experience December 2006 - May 2007
Job Finance Professional at Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications March 2012 - Present
Thomson Reuters July 2007 - January 2010
Laidlaw & Company December 2006 - May 2007
Education
University of Colorado at Denver 2013 — 2015
MS, Finance and Risk Management, 3.74
Clemson University 2010 — 2011
MBA, Real Estate, 3.73
Drew University 2003 — 2007
BA, Political Science, 3.51
Level 3 Communications March 2012 - Present
Thomson Reuters July 2007 - January 2010
Laidlaw & Company December 2006 - May 2007
Education
University of Colorado at Denver 2013 — 2015
MS, Finance and Risk Management, 3.74
Clemson University 2010 — 2011
MBA, Real Estate, 3.73
Drew University 2003 — 2007
BA, Political Science, 3.51
Andrew Ragonese Andrew Ragonese's Laidlaw & Company Experience February 2012 - September 2012
Job Licensed Real Estate Salesperson at Botensten Properties International
Industry Financial Services
Experience
Botensten Properties International March 2015 - Present
Fairfield University September 2012 - Present
Wealth Management October 2012 - November 2014
Laidlaw & Company February 2012 - September 2012
Apicella, Testa & Co March 2010 - March 2012
Walt Disney World July 2009 - January 2010
Skills
Microsoft Office, Customer Service, Time Management, Microsoft Excel, QuickBooks, Access, Microsoft Word, Financial Analysis, Outlook, PowerPoint, Finance, Social Media, Teamwork, Leadership, Program Management, Data Analysis, Public Speaking, Research, Event Planning, Analysis, Accounting, Real Estate
Education
Fairfield University
Finance and Financial Management Services
Connecticut Culinary Institute 2008 — 2010
Culinary Arts
Trumbull High School 2004 — 2008
High School Diploma, College Prep.
School of Visual Arts 2007 — 2007
Pre- college, Graphic Design
Botensten Properties International March 2015 - Present
Fairfield University September 2012 - Present
Wealth Management October 2012 - November 2014
Laidlaw & Company February 2012 - September 2012
Apicella, Testa & Co March 2010 - March 2012
Walt Disney World July 2009 - January 2010
Skills
Microsoft Office, Customer Service, Time Management, Microsoft Excel, QuickBooks, Access, Microsoft Word, Financial Analysis, Outlook, PowerPoint, Finance, Social Media, Teamwork, Leadership, Program Management, Data Analysis, Public Speaking, Research, Event Planning, Analysis, Accounting, Real Estate
Education
Fairfield University
Finance and Financial Management Services
Connecticut Culinary Institute 2008 — 2010
Culinary Arts
Trumbull High School 2004 — 2008
High School Diploma, College Prep.
School of Visual Arts 2007 — 2007
Pre- college, Graphic Design
Pieter Burhans Pieter Burhans's Laidlaw & Company Experience April 2009 - October 2009
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. October 2013 - Present
JPMorgan Chase Bank, N.A. November 2009 - October 2013
Laidlaw & Company April 2009 - October 2009
Oppenheimer & Co. September 2008 - April 2009
Skills
Private Wealth..., Private Banking, Financial Planning, Financial Markets, Wealth Transfer Planning, Financial Analysis, Bloomberg, Microsoft Office, Attention To Detail, Excel, Public Speaking, Writing, Self Management, Critical Thinking, Decision Making, Mathematics, Accounting, Research, Team Leadership, Teamwork, New Business Acquisition, IRA Rollovers, 401 K Rollovers, Debt Elimination, Credit Analysis, Banking Relationships, Wealth Management..., Strategic Financial..., Series 7, Finance, Series 63, Equities, Wealth Management, Relationship Management
Education
Stony Brook University 2004 — 2006
BA, Economics
Hudson Valley Community College 2002 — 2004
AS, Business Administration
Wells Fargo Bank, N.A. October 2013 - Present
JPMorgan Chase Bank, N.A. November 2009 - October 2013
Laidlaw & Company April 2009 - October 2009
Oppenheimer & Co. September 2008 - April 2009
Skills
Private Wealth..., Private Banking, Financial Planning, Financial Markets, Wealth Transfer Planning, Financial Analysis, Bloomberg, Microsoft Office, Attention To Detail, Excel, Public Speaking, Writing, Self Management, Critical Thinking, Decision Making, Mathematics, Accounting, Research, Team Leadership, Teamwork, New Business Acquisition, IRA Rollovers, 401 K Rollovers, Debt Elimination, Credit Analysis, Banking Relationships, Wealth Management..., Strategic Financial..., Series 7, Finance, Series 63, Equities, Wealth Management, Relationship Management
Education
Stony Brook University 2004 — 2006
BA, Economics
Hudson Valley Community College 2002 — 2004
AS, Business Administration
Luke Kottke Luke Kottke's Laidlaw & Company Experience April 2012 - Present
Job Managing Director Capital Markets Head of Syndicate
Industry Financial Services
Experience
Laidlaw & Company April 2012 - Present
Rodman & Renshaw June 2009 - April 2012
Merrill Lynch 2008 - 2009
Sonostar Capital partners January 2006 - June 2008
Skills
Microsoft Office, Bloomberg, Thomson One, Excel, Series 7, Series 65, Prospecting Skills, Road Show, Private Equity, IPO, PIPEs, Follow-on Offerings, Venture Capital, Convertible Securities, Sales Research, Capital Markets, Thompson One, Hedge Funds, Investments, Alternative Investments, Equities, Equity Research, Portfolio Management, Investment Banking, Syndicate, Funding, Mutual Funds, Series 63, Private Placements, Finance, Mergers & Acquisitions, Securities, Equity Trading, Microsoft Excel, Trading, FINRA, Investor Relations
Education
University of Scranton 2002 — 2005
BS, Business Management - Kania School of Business
Horace Greeley High School 1996 — 2000
Laidlaw & Company April 2012 - Present
Rodman & Renshaw June 2009 - April 2012
Merrill Lynch 2008 - 2009
Sonostar Capital partners January 2006 - June 2008
Skills
Microsoft Office, Bloomberg, Thomson One, Excel, Series 7, Series 65, Prospecting Skills, Road Show, Private Equity, IPO, PIPEs, Follow-on Offerings, Venture Capital, Convertible Securities, Sales Research, Capital Markets, Thompson One, Hedge Funds, Investments, Alternative Investments, Equities, Equity Research, Portfolio Management, Investment Banking, Syndicate, Funding, Mutual Funds, Series 63, Private Placements, Finance, Mergers & Acquisitions, Securities, Equity Trading, Microsoft Excel, Trading, FINRA, Investor Relations
Education
University of Scranton 2002 — 2005
BS, Business Management - Kania School of Business
Horace Greeley High School 1996 — 2000
Katina Katsaros's Laidlaw & Company Experience August 2012 - Present
Job Sales Assistant
Industry Financial Services
Experience
Laidlaw & Company August 2012 - Present
Schwartz and Benjamin January 2010 - June 2010
Skills
Event Management, Event Planning, Special Events, Customer Service, Visual Merchandising, Footwear, Sales Support, Inventory Control, Licensing, Sales Operations, Retail, Sales, Fashion, Sales Management, Marketing Communications
Education
LIM College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Fashion Merchandising
bethpage highschool
Laidlaw & Company August 2012 - Present
Schwartz and Benjamin January 2010 - June 2010
Skills
Event Management, Event Planning, Special Events, Customer Service, Visual Merchandising, Footwear, Sales Support, Inventory Control, Licensing, Sales Operations, Retail, Sales, Fashion, Sales Management, Marketing Communications
Education
LIM College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Fashion Merchandising
bethpage highschool
James Rasmussen's Laidlaw & Company Experience June 2012 - July 2012
Job Private Equity Analyst at Momentum Real Estate Partners
Industry Real Estate
Experience
Momentum Real Estate Partners May 2015 - Present
Raymond James Financial Inc. September 2013 - April 2015
Roland George Investment Institute August 2012 - June 2013
Laidlaw & Company June 2012 - July 2012
Skills
Portfolio Management, Investments, Microsoft Excel, Teamwork
Education
Stetson University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Momentum Real Estate Partners May 2015 - Present
Raymond James Financial Inc. September 2013 - April 2015
Roland George Investment Institute August 2012 - June 2013
Laidlaw & Company June 2012 - July 2012
Skills
Portfolio Management, Investments, Microsoft Excel, Teamwork
Education
Stetson University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
TJ Arcuri TJ Arcuri's Laidlaw & Company Experience May 2006 - September 2006
Job Institutional Relationship Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard April 2013 - Present
The Vanguard Group July 2010 - April 2013
Vanguard March 2009 - July 2010
Vanguard June 2007 - March 2009
Laidlaw & Company May 2006 - September 2006
Skills
Series 6, Series 63, Mutual Funds, Investments, FINRA, Financial Analysis, 401k, Securities, ETFs, Financial Services, Retirement Planning, Retirement, Microsoft Excel, Strategic Financial..., Bloomberg, Customer Service, Asset Allocation, Call Center, Coaching Staff, Leadership, Business Strategy, Relationship Management, Alternative Investments, Call Centers, Investment Strategies, Leadership Development, Financial Planning, CRM, Strategic Planning
Education
Arizona State University 2009 — 2011
Master of Business Administration (MBA), International Business, Finance
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics
Vanguard April 2013 - Present
The Vanguard Group July 2010 - April 2013
Vanguard March 2009 - July 2010
Vanguard June 2007 - March 2009
Laidlaw & Company May 2006 - September 2006
Skills
Series 6, Series 63, Mutual Funds, Investments, FINRA, Financial Analysis, 401k, Securities, ETFs, Financial Services, Retirement Planning, Retirement, Microsoft Excel, Strategic Financial..., Bloomberg, Customer Service, Asset Allocation, Call Center, Coaching Staff, Leadership, Business Strategy, Relationship Management, Alternative Investments, Call Centers, Investment Strategies, Leadership Development, Financial Planning, CRM, Strategic Planning
Education
Arizona State University 2009 — 2011
Master of Business Administration (MBA), International Business, Finance
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics
Greg Santulli Greg Santulli's Laidlaw & Company Experience February 2011 - October 2011
Job Software Developer at Eko Devices
Industry Computer Software
Experience
JG Black Book September 2012 - October 2014
Laidlaw & Company February 2011 - October 2011
Skills
Ruby, Ruby on Rails, JavaScript, jQuery, CSS, HTML5, PostgreSQL, SQLite, Heroku, RSpec, Photoshop, Illustrator, Bloomberg Terminal, Music Production, Ableton Live, Logic Pro, Audio Engineering
Education
Dev Bootcamp 2014 — 2015
Fordham University 2007 — 2011
Bachelor of Science (BS)
JG Black Book September 2012 - October 2014
Laidlaw & Company February 2011 - October 2011
Skills
Ruby, Ruby on Rails, JavaScript, jQuery, CSS, HTML5, PostgreSQL, SQLite, Heroku, RSpec, Photoshop, Illustrator, Bloomberg Terminal, Music Production, Ableton Live, Logic Pro, Audio Engineering
Education
Dev Bootcamp 2014 — 2015
Fordham University 2007 — 2011
Bachelor of Science (BS)
Andrew Chang Andrew Chang's Laidlaw & Company Experience June 2012 - August 2012
Job Business Associate at ZS Associates
Industry Management Consulting
Experience
Brown University Alumni Interviewing Program January 2014 - Present
ZS Associates 2014 - Present
Clarion Healthcare 2013 - 2014
Partners in Learning about AIDS (PL-AIDS) Project/Grauman Films May 2011 - July 2013
Brown Student Agencies August 2010 - May 2013
Brown University September 2009 - May 2013
Laidlaw & Company June 2012 - August 2012
Books Outside The Box June 2011 - February 2012
Macy's June 2011 - August 2011
The Stevenson Group May 2010 - August 2010
Skills
Consulting, Project Management, Market Research, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Microsoft Word, Start-ups, Entrepreneurship, Facebook, Research, HTML, CSS, Java, Fundraising, Sales, Customer Service, Stata, Competitive Gaming, Analysis, Management, Data Analysis, Strategy
Education
Brown University 2009 — 2013
BA, Business, Entrepreneurship, and Organizations
Academy for the Advancement of Science and Technology, Class of 2009 2006 — 2009
Brown University Alumni Interviewing Program January 2014 - Present
ZS Associates 2014 - Present
Clarion Healthcare 2013 - 2014
Partners in Learning about AIDS (PL-AIDS) Project/Grauman Films May 2011 - July 2013
Brown Student Agencies August 2010 - May 2013
Brown University September 2009 - May 2013
Laidlaw & Company June 2012 - August 2012
Books Outside The Box June 2011 - February 2012
Macy's June 2011 - August 2011
The Stevenson Group May 2010 - August 2010
Skills
Consulting, Project Management, Market Research, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Microsoft Word, Start-ups, Entrepreneurship, Facebook, Research, HTML, CSS, Java, Fundraising, Sales, Customer Service, Stata, Competitive Gaming, Analysis, Management, Data Analysis, Strategy
Education
Brown University 2009 — 2013
BA, Business, Entrepreneurship, and Organizations
Academy for the Advancement of Science and Technology, Class of 2009 2006 — 2009
William Shine William Shine's Laidlaw & Company Experience December 2013 - May 2014
Job Database Administrator/Analyst at Payer Sciences Inc.
Industry Marketing and Advertising
Experience
Payer Sciences Inc. May 2014 - Present
Laidlaw & Company December 2013 - May 2014
Taylor Made Marketing 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, SAS, Marketing, Training, Interviews, Social Media
Education
Arizona State University 2008 — 2012
Bachelor's Degree, American History (United States)
Payer Sciences Inc. May 2014 - Present
Laidlaw & Company December 2013 - May 2014
Taylor Made Marketing 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, SAS, Marketing, Training, Interviews, Social Media
Education
Arizona State University 2008 — 2012
Bachelor's Degree, American History (United States)
Daniel Molta's Laidlaw & Company Experience November 2008 - February 2010
Job The New York Times
Industry Marketing and Advertising
Experience
The New York Times May 2014 - Present
CBS Interactive September 2012 - May 2014
Headstrong January 2011 - September 2012
Headstrong March 2010 - January 2011
Laidlaw & Company November 2008 - February 2010
CXtec June 2007 - August 2007
Syracuse University August 2005 - January 2007
Skills
Business Development, SaaS, Product Management, Competitive Analysis, Lead Generation, Account Management, Business Analysis, CRM, Vendor Management, Salesforce.com, Direct Sales, Software Project..., Analytics, Strategic Partnerships, Program Management
Education
Syracuse University 2004 — 2008
B.S., Finance and Marketing, IT Minor
The New York Times May 2014 - Present
CBS Interactive September 2012 - May 2014
Headstrong January 2011 - September 2012
Headstrong March 2010 - January 2011
Laidlaw & Company November 2008 - February 2010
CXtec June 2007 - August 2007
Syracuse University August 2005 - January 2007
Skills
Business Development, SaaS, Product Management, Competitive Analysis, Lead Generation, Account Management, Business Analysis, CRM, Vendor Management, Salesforce.com, Direct Sales, Software Project..., Analytics, Strategic Partnerships, Program Management
Education
Syracuse University 2004 — 2008
B.S., Finance and Marketing, IT Minor
Edward Guadiana's Laidlaw & Company Experience December 2009 - May 2010
Job Consultant at Eight of Nine Consulting
Industry Law Practice
Experience
8of9 Consulting March 2015 - Present
Bachner and Associates May 2013 - November 2013
Constellation Wealth Advisors September 2012 - December 2012
Department of Social Services June 2012 - October 2012
Laidlaw & Company December 2009 - May 2010
Skills
Securities, Legal Research, Legal Writing, Litigation, Westlaw, Corporate Law, Regulatory Compliance, Securities Regulation, Equities, Public Policy, Legal Compliance, Financial Regulation, Series 63, Criminal Defense, Series 7 & 63, Regulations, LexisNexis, Financial Services, FINRA, Series 7, Capital Markets, Policy Analysis, Lexis, White Collar Criminal..., Bloomberg, Bank Secrecy Act, Anti Money Laundering, MiFID, Basel III, Dodd-Frank, FATCA, Recovery & Resolution..., ISDA, Derivatives, Due Diligence, Microsoft Office
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2014
Doctor of Law (JD), Law
Case Western Reserve University School of Law 2011 — 2012
Law
The George Washington University 2006 — 2009
Bachelor's degree, Political Science and Government/ Statistics
8of9 Consulting March 2015 - Present
Bachner and Associates May 2013 - November 2013
Constellation Wealth Advisors September 2012 - December 2012
Department of Social Services June 2012 - October 2012
Laidlaw & Company December 2009 - May 2010
Skills
Securities, Legal Research, Legal Writing, Litigation, Westlaw, Corporate Law, Regulatory Compliance, Securities Regulation, Equities, Public Policy, Legal Compliance, Financial Regulation, Series 63, Criminal Defense, Series 7 & 63, Regulations, LexisNexis, Financial Services, FINRA, Series 7, Capital Markets, Policy Analysis, Lexis, White Collar Criminal..., Bloomberg, Bank Secrecy Act, Anti Money Laundering, MiFID, Basel III, Dodd-Frank, FATCA, Recovery & Resolution..., ISDA, Derivatives, Due Diligence, Microsoft Office
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2014
Doctor of Law (JD), Law
Case Western Reserve University School of Law 2011 — 2012
Law
The George Washington University 2006 — 2009
Bachelor's degree, Political Science and Government/ Statistics
Cathy Ying Jiang Cathy Ying Jiang's Laidlaw & Company Experience January 2011 - July 2011
Job Online Marketing Analyst at FULLBEAUTY Brands
Industry Marketing and Advertising
Experience
FULLBEAUTY Brands September 2014 - Present
OmniMarkets, LLC June 2013 - August 2014
MicroManos October 2012 - June 2013
Wolters Kluwer June 2012 - August 2012
Fordham University September 2011 - June 2012
Fordham University April 2011 - May 2012
GE Capital September 2011 - December 2011
Laidlaw & Company January 2011 - July 2011
Skills
Marketing Strategy, Marketing Analytics, Planning Budgeting &..., Email Marketing, SEM, Google Analytics, Omniture, Neolane, SPSS, VBA, SharePoint, Social Media Marketing, Hootsuite, Pricing Strategy, Crowdfunding, Certona, Brand Management, SEO, PPC, HTML 5, CSS3, Marketing Research, Competitive Analysis, Presentation Design, Data Analysis, Marketing Consulting, Event Planning, Photoshop, Business Development, Leadership, Public Relations, Entrepreneurship, Investor Relations, Graphic Design, Event Photography, Management, Financial Analysis, International Business, China Business..., Marketing for financial..., Product Management, Written & Oral..., CRM, Designing Marketing..., Visio, Marketing, Mandarin, Wix, Squarespace
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Marketing, 3.85
HEBEI UNIVERSITY OF TECHNOLOGY,CHINA 2006 — 2010
BS, International Commerce, 86
FULLBEAUTY Brands September 2014 - Present
OmniMarkets, LLC June 2013 - August 2014
MicroManos October 2012 - June 2013
Wolters Kluwer June 2012 - August 2012
Fordham University September 2011 - June 2012
Fordham University April 2011 - May 2012
GE Capital September 2011 - December 2011
Laidlaw & Company January 2011 - July 2011
Skills
Marketing Strategy, Marketing Analytics, Planning Budgeting &..., Email Marketing, SEM, Google Analytics, Omniture, Neolane, SPSS, VBA, SharePoint, Social Media Marketing, Hootsuite, Pricing Strategy, Crowdfunding, Certona, Brand Management, SEO, PPC, HTML 5, CSS3, Marketing Research, Competitive Analysis, Presentation Design, Data Analysis, Marketing Consulting, Event Planning, Photoshop, Business Development, Leadership, Public Relations, Entrepreneurship, Investor Relations, Graphic Design, Event Photography, Management, Financial Analysis, International Business, China Business..., Marketing for financial..., Product Management, Written & Oral..., CRM, Designing Marketing..., Visio, Marketing, Mandarin, Wix, Squarespace
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Marketing, 3.85
HEBEI UNIVERSITY OF TECHNOLOGY,CHINA 2006 — 2010
BS, International Commerce, 86
Jonathan Ornelas Jonathan Ornelas's Laidlaw & Company Experience February 2013 - October 2014
Job Financial Services Representative at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company November 2014 - Present
Laidlaw & Company February 2013 - October 2014
Dayton Gems 2009 - 2012
Amarillo gorillas of the central hockey league September 2008 - April 2009
Rensselaer Polytechnic Institute June 2006 - June 2008
Park's goalie school June 2003 - August 2006
Skills
fluent in Portuguese, great team player, Highly motivated..., Hockey, Time Management, Finance, Data Analysis, Leadership, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Access, Microsoft Word, Customer Service, Team Leadership, Interviews, Sports, Marketing, Public Speaking, Risk Management, Social Media, Sales
Education
Rensselaer Polytechnic Institute 2004 — 2008
Bachelor's degree, Accounting and Business/Management, 3.45
Rensselaer Polytechnic Institute 2004 — 2008
BS, business management
CI Investments Inc. – Canada’s Investment Company November 2014 - Present
Laidlaw & Company February 2013 - October 2014
Dayton Gems 2009 - 2012
Amarillo gorillas of the central hockey league September 2008 - April 2009
Rensselaer Polytechnic Institute June 2006 - June 2008
Park's goalie school June 2003 - August 2006
Skills
fluent in Portuguese, great team player, Highly motivated..., Hockey, Time Management, Finance, Data Analysis, Leadership, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Access, Microsoft Word, Customer Service, Team Leadership, Interviews, Sports, Marketing, Public Speaking, Risk Management, Social Media, Sales
Education
Rensselaer Polytechnic Institute 2004 — 2008
Bachelor's degree, Accounting and Business/Management, 3.45
Rensselaer Polytechnic Institute 2004 — 2008
BS, business management
Nicholas Patrikis Nicholas Patrikis's Laidlaw & Company Experience December 2008 - December 2009
Job Associate at Traphagen Investment Advisors
Industry Investment Banking
Experience
Traphagen Financial Group July 2015 - Present
Value Line Inc. October 2011 - July 2015
Laidlaw & Company December 2008 - December 2009
Education
Manhattan College
Bachelor's Degree, Finance, 3.33
Traphagen Financial Group July 2015 - Present
Value Line Inc. October 2011 - July 2015
Laidlaw & Company December 2008 - December 2009
Education
Manhattan College
Bachelor's Degree, Finance, 3.33
Aaron Champion Aaron Champion's Laidlaw & Company Experience January 2006 - March 2006
Job Connecting Talent with Opportunity | Talent Agent
Industry Staffing and Recruiting
Experience
Design Build Recruitment November 2008 - Present
Imperva July 2012 - June 2014
United States Army Reserve February 2001 - February 2009
Aerotek Engineering May 2006 - October 2008
Laidlaw & Company January 2006 - March 2006
Skills
Technical Recruiting, Sourcing, Temporary Staffing, Recruiting, Executive Search, Talent Acquisition, Human Resources, Staffing Services, Internet Recruiting, Information Technology, Construction, Temporary Placement, Engineering, Leadership, Networking, Contract Recruitment, Architecture, Sales, Screening Resumes, Permanent Placement, Environmental, Corporate Recruiting, Full-cycle Recruiting, Information Security, Search, Recruitment Advertising, Industrial Sector, Environmental Consulting
Education
Miami University 2001 — 2005
Bachelor of Science, Accounting & Finance
Design Build Recruitment November 2008 - Present
Imperva July 2012 - June 2014
United States Army Reserve February 2001 - February 2009
Aerotek Engineering May 2006 - October 2008
Laidlaw & Company January 2006 - March 2006
Skills
Technical Recruiting, Sourcing, Temporary Staffing, Recruiting, Executive Search, Talent Acquisition, Human Resources, Staffing Services, Internet Recruiting, Information Technology, Construction, Temporary Placement, Engineering, Leadership, Networking, Contract Recruitment, Architecture, Sales, Screening Resumes, Permanent Placement, Environmental, Corporate Recruiting, Full-cycle Recruiting, Information Security, Search, Recruitment Advertising, Industrial Sector, Environmental Consulting
Education
Miami University 2001 — 2005
Bachelor of Science, Accounting & Finance
Joseph Barnas Joseph Barnas's Laidlaw & Company Experience September 2003 - August 2010
Job Investment Executive
Industry Financial Services
Experience
Capital One Investing May 2013 - Present
JPMorgan Chase May 2011 - March 2013
Business Monitor International August 2010 - May 2011
Laidlaw & Company September 2003 - August 2010
Sands Brothers 2003 - 2005
Skills
Investments, Equities, Private Equity, Portfolio Management, Financial Markets, Emerging Markets, Hedge Funds, Fixed Income, Bloomberg, Wealth Management, Risk Management, Financial Advisory, FINRA, Finance, Financial Services, Series 7, Investment Banking
Education
Roger Williams University 1999 — 2003
BS, Finance
Palazzo Rucellai 2002 — 2002
core concentration, Italian Studies
Capital One Investing May 2013 - Present
JPMorgan Chase May 2011 - March 2013
Business Monitor International August 2010 - May 2011
Laidlaw & Company September 2003 - August 2010
Sands Brothers 2003 - 2005
Skills
Investments, Equities, Private Equity, Portfolio Management, Financial Markets, Emerging Markets, Hedge Funds, Fixed Income, Bloomberg, Wealth Management, Risk Management, Financial Advisory, FINRA, Finance, Financial Services, Series 7, Investment Banking
Education
Roger Williams University 1999 — 2003
BS, Finance
Palazzo Rucellai 2002 — 2002
core concentration, Italian Studies
Samrah Kazmi's Laidlaw & Company Experience 1997 - 1999
Job Credit Methodology Enterprise Risk Model Risk Enterprise Modeling Center of Excellence at GE Capital
Industry Investment Banking
Experience
GE Capital 2014 - Present
New York Portfolio Clearing, LLC 2013 - 2014
PSE&G Renewables and Energy Solutions 2011 - 2013
Phoenix Peak Group 2010 - 2011
BNP Paribas 2008 - 2010
BNP Paribas 2006 - 2007
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia, A Wells Fargo Company 2000 - 2004
Laidlaw & Company 1997 - 1999
Oppenheimer & Co. Inc. 1996 - 1997
Skills
Structured Finance, Market Risk, Portfolio Management, Credit Risk, Hedging, Risk Management, Credit Derivatives, Equity Derivatives, Financial Modeling, VAR, Alternative Investments, Leveraged Finance, Valuation, Interest Rate Risk..., Due Diligence, Project Finance, Credit Analysis, Operational Risk..., Risk Assessment, MBS, Enterprise Risk..., Basel III, Dodd-Frank, ISDA, Collateral Management, Cash Management, Liquidity Management, Commodity Risk..., Portfolio Risk, Stress Testing, Transaction Structuring, Risk Budgeting, Capital Markets Risk..., Credit Value Adjustment..., Governance Risk..., Scenario Analysis, Counterparty Credit Risk, Regulatory Risk, PD / LGD / EAD, Clearinghouse, Central Counterparty CCP, Derivatives Clearing..., Swaps Execution..., EuroDollar Futures, Comprehensive Capital..., Document Review, Bank Financial Analysis, Default Management, Volcker Rule, Basel Accord
Education
International University of Monaco
Master of Business Administration (M.B.A.), Finance
Boston University
Bachelor's Degree, Economics & Journalism
St. Joseph's College for Women
Associate's Degree, Economics, Psychology, French
St. Joseph's Convent High School
High School, Math & Science
Moody's Analytics
Managing Market Risk in a Fixed Income Portfolio
Moody's Analytics
Managing Credit Risk in a Fixed Income Portfolio
GE Capital 2014 - Present
New York Portfolio Clearing, LLC 2013 - 2014
PSE&G Renewables and Energy Solutions 2011 - 2013
Phoenix Peak Group 2010 - 2011
BNP Paribas 2008 - 2010
BNP Paribas 2006 - 2007
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia, A Wells Fargo Company 2000 - 2004
Laidlaw & Company 1997 - 1999
Oppenheimer & Co. Inc. 1996 - 1997
Skills
Structured Finance, Market Risk, Portfolio Management, Credit Risk, Hedging, Risk Management, Credit Derivatives, Equity Derivatives, Financial Modeling, VAR, Alternative Investments, Leveraged Finance, Valuation, Interest Rate Risk..., Due Diligence, Project Finance, Credit Analysis, Operational Risk..., Risk Assessment, MBS, Enterprise Risk..., Basel III, Dodd-Frank, ISDA, Collateral Management, Cash Management, Liquidity Management, Commodity Risk..., Portfolio Risk, Stress Testing, Transaction Structuring, Risk Budgeting, Capital Markets Risk..., Credit Value Adjustment..., Governance Risk..., Scenario Analysis, Counterparty Credit Risk, Regulatory Risk, PD / LGD / EAD, Clearinghouse, Central Counterparty CCP, Derivatives Clearing..., Swaps Execution..., EuroDollar Futures, Comprehensive Capital..., Document Review, Bank Financial Analysis, Default Management, Volcker Rule, Basel Accord
Education
International University of Monaco
Master of Business Administration (M.B.A.), Finance
Boston University
Bachelor's Degree, Economics & Journalism
St. Joseph's College for Women
Associate's Degree, Economics, Psychology, French
St. Joseph's Convent High School
High School, Math & Science
Moody's Analytics
Managing Market Risk in a Fixed Income Portfolio
Moody's Analytics
Managing Credit Risk in a Fixed Income Portfolio
Stephen Hamilton's Laidlaw & Company Experience January 2010 - June 2014
Job Vice President at Laidlaw & Company UK Ltd.
Industry Financial Services
Experience
Laidlaw & Company UK Ltd. June 2014 - Present
Laidlaw & Company January 2010 - June 2014
Safdie Investment Services October 2005 - November 2009
Landenburg Thalman May 1996 - August 2005
Oppenheimer & Co. October 1995 - May 1996
Paine Webber August 1994 - November 1995
Merrill Lynch August 1993 - September 1994
F.N. Wolf & Company Inc. August 1991 - October 1993
US Army May 1988 - August 1991
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Strategic Financial..., Series 63, Portfolio Management, Equities, Financial Modeling, Retirement, Financial Analysis, Securities, Asset Management, Fixed Income, Financial Services, Venture Capital, Private Equity, Finance, Valuation, Financial Planning
Education
Gettysburg College 1984 — 1988
Bachelor of Arts (B.A.), History
Laidlaw & Company UK Ltd. June 2014 - Present
Laidlaw & Company January 2010 - June 2014
Safdie Investment Services October 2005 - November 2009
Landenburg Thalman May 1996 - August 2005
Oppenheimer & Co. October 1995 - May 1996
Paine Webber August 1994 - November 1995
Merrill Lynch August 1993 - September 1994
F.N. Wolf & Company Inc. August 1991 - October 1993
US Army May 1988 - August 1991
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Strategic Financial..., Series 63, Portfolio Management, Equities, Financial Modeling, Retirement, Financial Analysis, Securities, Asset Management, Fixed Income, Financial Services, Venture Capital, Private Equity, Finance, Valuation, Financial Planning
Education
Gettysburg College 1984 — 1988
Bachelor of Arts (B.A.), History
Joe Loiodice Joe Loiodice's Laidlaw & Company Experience July 2013 - March 2014
Job Director at Four Springs Capital LLC
Industry Capital Markets
Experience
Four Springs Capital LLC March 2014 - Present
Laidlaw & Company July 2013 - March 2014
HFP Capital Markets LLC January 2013 - May 2013
Skills
Fixed Income, Financial Markets, Capital Markets, Investments, Trading, Investment Banking, Equities, Private Equity, Investment Brokerage, Venture Capital
Education
Monmouth University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
Four Springs Capital LLC March 2014 - Present
Laidlaw & Company July 2013 - March 2014
HFP Capital Markets LLC January 2013 - May 2013
Skills
Fixed Income, Financial Markets, Capital Markets, Investments, Trading, Investment Banking, Equities, Private Equity, Investment Brokerage, Venture Capital
Education
Monmouth University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
Christopher Taddoni's Laidlaw & Company Experience September 2004 - September 2005
Job Markit Municipal Evaluated Bonds
Industry Financial Services
Experience
Markit May 2011 - Present
Standard & Poor's January 2009 - May 2011
Standard and Poors October 2006 - January 2009
Morgan Stanley September 2005 - October 2006
Laidlaw & Company September 2004 - September 2005
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Market Data, Hedge Funds, Bloomberg Terminal, Financial Markets
Education
State University of New York at Binghamton 2000 — 2004
Bachelor of Science, Financial Economics
Markit May 2011 - Present
Standard & Poor's January 2009 - May 2011
Standard and Poors October 2006 - January 2009
Morgan Stanley September 2005 - October 2006
Laidlaw & Company September 2004 - September 2005
Skills
Capital Markets, Equities, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Market Data, Hedge Funds, Bloomberg Terminal, Financial Markets
Education
State University of New York at Binghamton 2000 — 2004
Bachelor of Science, Financial Economics
Carlos DeJesus's Laidlaw & Company Experience November 2007 - May 2008
Job Banker
Industry Financial Services
Experience
HSBC Private Bank August 2015 - Present
DeJesus Training August 2001 - Present
Wells Fargo February 2013 - November 2014
JP Morgan October 2009 - February 2013
Merrill Lynch October 2008 - February 2009
JP Morgan May 2008 - October 2008
Laidlaw & Company November 2007 - May 2008
First Republic Group June 2007 - November 2007
Equinox Fitness February 2005 - March 2007
Skills
Equities, Portfolio Management, Series 7, Series 63, Securities, Investments, Finance, Banking, Wealth Management, Financial Services, Financial Analysis, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2009 — 2010
MBA, Finance
Western Connecticut State University 2001 — 2005
BA, psychology
HSBC Private Bank August 2015 - Present
DeJesus Training August 2001 - Present
Wells Fargo February 2013 - November 2014
JP Morgan October 2009 - February 2013
Merrill Lynch October 2008 - February 2009
JP Morgan May 2008 - October 2008
Laidlaw & Company November 2007 - May 2008
First Republic Group June 2007 - November 2007
Equinox Fitness February 2005 - March 2007
Skills
Equities, Portfolio Management, Series 7, Series 63, Securities, Investments, Finance, Banking, Wealth Management, Financial Services, Financial Analysis, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2009 — 2010
MBA, Finance
Western Connecticut State University 2001 — 2005
BA, psychology
Anthony Santarpia's Laidlaw & Company Experience May 2012 - Present
Job Senior Financial Consultant at Laidlaw & Company
Industry Financial Services
Experience
Laidlaw & Company May 2012 - Present
Laidlaw & Company 2010 - May 2012
First Investors Corporation 2007 - 2010
Skills
Investments, Equities, Private Equity, Finance, Series 63, Emerging Markets, Derivatives, Valuation, Bloomberg, Financial Analysis, Financial Markets, Mergers, Relationship Management, Business Strategy, DCF Valuation, Alternative Investments, Economics, Series 7, Technical Analysis, Microsoft Office, Options, Investment Banking, Mergers & Acquisitions, Sales, New Business Development
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, Finance and Investments, GPA - 3.5
Saint John's University 2002 — 2006
Bachelor's, Business Administration, Sports Management, GPA - 3.72
University of Leicester 2001 — 2004
International Studies
Laidlaw & Company May 2012 - Present
Laidlaw & Company 2010 - May 2012
First Investors Corporation 2007 - 2010
Skills
Investments, Equities, Private Equity, Finance, Series 63, Emerging Markets, Derivatives, Valuation, Bloomberg, Financial Analysis, Financial Markets, Mergers, Relationship Management, Business Strategy, DCF Valuation, Alternative Investments, Economics, Series 7, Technical Analysis, Microsoft Office, Options, Investment Banking, Mergers & Acquisitions, Sales, New Business Development
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, Finance and Investments, GPA - 3.5
Saint John's University 2002 — 2006
Bachelor's, Business Administration, Sports Management, GPA - 3.72
University of Leicester 2001 — 2004
International Studies
Alejandro Malbran's Laidlaw & Company Experience June 2009 - December 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2011 - Present
Laidlaw & Company June 2009 - December 2011
Fordham Financial December 2007 - January 2009
Capstone Holdings LLC January 2007 - November 2007
Skills
Portfolio Management, Finance, Financial Analysis, Strategic Planning, Negotiation, Corporate Finance, Investments, Management, Business Planning, Trading
Education
Cardenal Newman 1980 — 2003
University of Buenos Aires
Merrill Lynch December 2011 - Present
Laidlaw & Company June 2009 - December 2011
Fordham Financial December 2007 - January 2009
Capstone Holdings LLC January 2007 - November 2007
Skills
Portfolio Management, Finance, Financial Analysis, Strategic Planning, Negotiation, Corporate Finance, Investments, Management, Business Planning, Trading
Education
Cardenal Newman 1980 — 2003
University of Buenos Aires
Brian Gabel's Laidlaw & Company Experience 2004 - 2006
Job Wealth Management Advisor at TIAACREF
Industry Banking
Experience
TIAA-CREF August 2014 - Present
Capital One April 2013 - August 2014
JPMorgan Chase November 2011 - January 2013
JP Morgan Chase June 2009 - November 2011
Equity Source Partners May 2006 - September 2008
Laidlaw & Company 2004 - 2006
American Stock Exchange April 2003 - August 2003
Skills
Investments, Equities, Portfolio Management, Private Equity, Banking, Series 7, Series 63, Series 65, Maintaining Strong..., Key Client Relationships, Client Relationship..., Investment Strategies, Investment Banking, Private Banking, Funding, Finance, Financial Services, Capital Markets, Corporate Finance, Management, Fixed Income, Mutual Funds, Trading, Strategy, Securities, Start-ups, Wealth Management, Asset Management, Asset Allocation, Financial Analysis, Financial Planning, Financial Modeling
Education
Hofstra University 2000 — 2004
BBA, Finance
TIAA-CREF August 2014 - Present
Capital One April 2013 - August 2014
JPMorgan Chase November 2011 - January 2013
JP Morgan Chase June 2009 - November 2011
Equity Source Partners May 2006 - September 2008
Laidlaw & Company 2004 - 2006
American Stock Exchange April 2003 - August 2003
Skills
Investments, Equities, Portfolio Management, Private Equity, Banking, Series 7, Series 63, Series 65, Maintaining Strong..., Key Client Relationships, Client Relationship..., Investment Strategies, Investment Banking, Private Banking, Funding, Finance, Financial Services, Capital Markets, Corporate Finance, Management, Fixed Income, Mutual Funds, Trading, Strategy, Securities, Start-ups, Wealth Management, Asset Management, Asset Allocation, Financial Analysis, Financial Planning, Financial Modeling
Education
Hofstra University 2000 — 2004
BBA, Finance
James Ahern's Laidlaw & Company Experience October 2010 - Present
Job Managing Partner, Laidlaw & Company (UK)
Industry Financial Services
Experience
Laidlaw & Company October 2010 - Present
Aegis Capital May 2008 - October 2010
Casimir Capital July 2003 - May 2008
Education
The Northfield Mount Hermon School
Assumption College
Laidlaw & Company October 2010 - Present
Aegis Capital May 2008 - October 2010
Casimir Capital July 2003 - May 2008
Education
The Northfield Mount Hermon School
Assumption College
Michael Velluto's Laidlaw & Company Experience February 2007 - September 2007
Job Manager Product Development & Export (Omni GSS) at Daymon Worldwide
Industry Consumer Goods
Experience
Daymon Worldwide January 2014 - Present
Daymon Worldwide January 2013 - January 2014
Daymon Worldwide May 2011 - December 2012
Daymon Worldwide October 2008 - May 2011
Connecticut Business Systems September 2007 - October 2008
Laidlaw & Company February 2007 - September 2007
Reeds Jewelers / Jenss Décor November 2001 - December 2006
Skills
Nielsen Data, Homescan, Trade Promotion..., Mintel, Euromonitor, IRI data, Microsoft Excel, Microsoft Word, PowerPoint, Series 7, Series 63, Spectra, IRI, Product Development, Forecasting, Retail, Nielsen, Strategy, Shopper Marketing, AC Nielsen, Management, Marketing Strategy, Sales, Consumer Products, Customer Insight, Competitive Analysis, Marketing, Market Research
Education
Western Connecticut State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Marketing, 3.04
Ohio Wesleyan University 2002 — 2004
Undeclared
Daymon Worldwide January 2014 - Present
Daymon Worldwide January 2013 - January 2014
Daymon Worldwide May 2011 - December 2012
Daymon Worldwide October 2008 - May 2011
Connecticut Business Systems September 2007 - October 2008
Laidlaw & Company February 2007 - September 2007
Reeds Jewelers / Jenss Décor November 2001 - December 2006
Skills
Nielsen Data, Homescan, Trade Promotion..., Mintel, Euromonitor, IRI data, Microsoft Excel, Microsoft Word, PowerPoint, Series 7, Series 63, Spectra, IRI, Product Development, Forecasting, Retail, Nielsen, Strategy, Shopper Marketing, AC Nielsen, Management, Marketing Strategy, Sales, Consumer Products, Customer Insight, Competitive Analysis, Marketing, Market Research
Education
Western Connecticut State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Marketing, 3.04
Ohio Wesleyan University 2002 — 2004
Undeclared
John Marinaccio's Laidlaw & Company Experience November 2010 - Present
Job Director of Trading, MSRB Principal, AMLCO
Industry Financial Services
Experience
Laidlaw & Company November 2010 - Present
Aegis Capital 2010 - 2010
R. Seelaus 2008 - 2009
Barclays September 2005 - April 2008
Morgan Stanley September 2003 - September 2005
Lehman Brothers May 1999 - September 2003
Skills
Branch Management, Fixed Income, Trading, Asset Management, Funding, Securities Lending, Fixed Income Trading, Series 7, Equities, Capital Markets, Bloomberg, Hedge Funds, Banking, Investments, Securities, Derivatives, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Investment Management
Pace University - Lubin School of Business 1995 — 1999
BBA, Finance
PHS 1991 — 1995
Diploma, Business
Laidlaw & Company November 2010 - Present
Aegis Capital 2010 - 2010
R. Seelaus 2008 - 2009
Barclays September 2005 - April 2008
Morgan Stanley September 2003 - September 2005
Lehman Brothers May 1999 - September 2003
Skills
Branch Management, Fixed Income, Trading, Asset Management, Funding, Securities Lending, Fixed Income Trading, Series 7, Equities, Capital Markets, Bloomberg, Hedge Funds, Banking, Investments, Securities, Derivatives, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Investment Management
Pace University - Lubin School of Business 1995 — 1999
BBA, Finance
PHS 1991 — 1995
Diploma, Business
John Marcus's Laidlaw & Company Experience 2005 - January 2012
Job Partner at Scura Paley and Company
Industry Investment Banking
Experience
Scura Paley and Company October 2013 - Present
Method Holdings/Method Enterprise Advisors 2012 - September 2013
Laidlaw & Company 2005 - January 2012
The Private Investment Banking Company 2001 - 2004
Private Merchant Bankin g Company 1992 - 2000
Prudential-Bache Securities 1987 - 1992
Horsehead Capital Group 1983 - 1986
Manufacturers Hanover Trust 1972 - 1983
Skills
Investment Banking, Mergers & Acquisitions, Finance, LBO, Financial Advisory, Project Finance, Private Equity, Capital Markets, Valuation, Corporate Finance, Equities, Venture Capital, Investments, Alternative Investments, Hedge Funds, Due Diligence, Securities
Education
Fordham University - Graduate School of Business Administration 1974 — 1975
Master of Business Administration (MBA), Finance
University of Pennsylvania - Wharton School of Finance & Commerce 1968 — 1972
BS, Finance
Scura Paley and Company October 2013 - Present
Method Holdings/Method Enterprise Advisors 2012 - September 2013
Laidlaw & Company 2005 - January 2012
The Private Investment Banking Company 2001 - 2004
Private Merchant Bankin g Company 1992 - 2000
Prudential-Bache Securities 1987 - 1992
Horsehead Capital Group 1983 - 1986
Manufacturers Hanover Trust 1972 - 1983
Skills
Investment Banking, Mergers & Acquisitions, Finance, LBO, Financial Advisory, Project Finance, Private Equity, Capital Markets, Valuation, Corporate Finance, Equities, Venture Capital, Investments, Alternative Investments, Hedge Funds, Due Diligence, Securities
Education
Fordham University - Graduate School of Business Administration 1974 — 1975
Master of Business Administration (MBA), Finance
University of Pennsylvania - Wharton School of Finance & Commerce 1968 — 1972
BS, Finance
Harold Ramsey's Laidlaw & Company Experience February 2006 - February 2009
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
Nicholas Delaglio's Laidlaw & Company Experience January 2014 - November 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Laidlaw & Company January 2014 - November 2014
Meyers and Associates L.P March 2013 - January 2014
John Thomas Financial May 2012 - March 2013
Enterprise Rent-A-Car February 2011 - May 2012
Northwestern Mutual May 2010 - November 2010
Skills
Series 7, Series 63, Securities, Investments, Investment Banking, Bloomberg, Trading, Financial Analysis, Strategic Financial..., Options, Finance, Mutual Funds, Equities, Portfolio Management
Education
Iona College 2008 — 2012
Major: Finance, Minor: Mass Communication/Media Studies
Merrill Lynch December 2014 - Present
Laidlaw & Company January 2014 - November 2014
Meyers and Associates L.P March 2013 - January 2014
John Thomas Financial May 2012 - March 2013
Enterprise Rent-A-Car February 2011 - May 2012
Northwestern Mutual May 2010 - November 2010
Skills
Series 7, Series 63, Securities, Investments, Investment Banking, Bloomberg, Trading, Financial Analysis, Strategic Financial..., Options, Finance, Mutual Funds, Equities, Portfolio Management
Education
Iona College 2008 — 2012
Major: Finance, Minor: Mass Communication/Media Studies
Richard Miktus's Laidlaw & Company Experience February 2009 - July 2010
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2013 - Present
Merrill Lynch October 2010 - June 2013
Laidlaw & Company February 2009 - July 2010
Establish July 2008 - November 2008
John Wiley and Sons May 2007 - November 2007
Education
Stevens Institute of Technology 2008 — 2015
M.S., Management
Stevens Institute of Technology 2004 — 2008
B.S., Applied Mathematics
TD Ameritrade July 2013 - Present
Merrill Lynch October 2010 - June 2013
Laidlaw & Company February 2009 - July 2010
Establish July 2008 - November 2008
John Wiley and Sons May 2007 - November 2007
Education
Stevens Institute of Technology 2008 — 2015
M.S., Management
Stevens Institute of Technology 2004 — 2008
B.S., Applied Mathematics
Aparna Beeram's Laidlaw & Company Experience January 2012 - December 2014
Job Investment Banking Associate at Laidlaw & Company UK Ltd.
Industry Investment Banking
Experience
Laidlaw & Company UK Ltd. January 2015 - Present
Laidlaw & Company January 2012 - December 2014
Laidlaw & Company June 2011 - December 2011
Cherry Valley Country Club May 2008 - July 2008
Princeton Healthcare System January 2006 - June 2008
Skills
Bloomberg Terminal, Capital IQ, Series 7, Series 63, PowerPoint, Finance, Valuation
Education
Drexel University
Bachelor of Science in Business Administration, Finance, Legal Studies
Montgomery High School
Laidlaw & Company UK Ltd. January 2015 - Present
Laidlaw & Company January 2012 - December 2014
Laidlaw & Company June 2011 - December 2011
Cherry Valley Country Club May 2008 - July 2008
Princeton Healthcare System January 2006 - June 2008
Skills
Bloomberg Terminal, Capital IQ, Series 7, Series 63, PowerPoint, Finance, Valuation
Education
Drexel University
Bachelor of Science in Business Administration, Finance, Legal Studies
Montgomery High School
Christopher J. Henderson's Laidlaw & Company Experience March 2011 - May 2014
Job Financial Advisor at JPMorgan Securities LLC
Industry Investment Management
Experience
JPMorgan Chase Bank N.A. June 2014 - Present
Laidlaw & Company March 2011 - May 2014
Arnold Worldwide May 2009 - August 2009
Education
Elmira College 2006 — 2010
Business Administration, Economics, Marketing, & Management
Coyle & Cassidy High School 2002 — 2006
JPMorgan Chase Bank N.A. June 2014 - Present
Laidlaw & Company March 2011 - May 2014
Arnold Worldwide May 2009 - August 2009
Education
Elmira College 2006 — 2010
Business Administration, Economics, Marketing, & Management
Coyle & Cassidy High School 2002 — 2006
Edward White's Laidlaw & Company Experience June 2012 - December 2014
Job Senior Vice President/Senior Biotechnology Analyst at FBR
Industry Financial Services
Experience
FBR January 2015 - Present
Laidlaw & Company June 2012 - December 2014
Murphy & Durieu June 2010 - May 2012
Mitsubishi UFJ Trust and Banking May 2003 - September 2009
Deutsche Bank Securities September 1998 - May 2003
BMO Capital Markets October 1997 - September 1998
Fahnestock and Company June 1996 - October 1997
Skills
Equity Research, Healthcare, Trading, Equities, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Series 7, Securities, Investment Banking, Asset Management, Alternative Investments, Mutual Funds, Emerging Markets, Series 63, Options, Derivatives, Financial Markets, Investor Relations, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 1996
MBA, Finance
Icahn School of Medicine at Mount Sinai 1990 — 1992
Medicine
Manhattan College 1986 — 1990
BS, Biology
LaSalle Institute
FBR January 2015 - Present
Laidlaw & Company June 2012 - December 2014
Murphy & Durieu June 2010 - May 2012
Mitsubishi UFJ Trust and Banking May 2003 - September 2009
Deutsche Bank Securities September 1998 - May 2003
BMO Capital Markets October 1997 - September 1998
Fahnestock and Company June 1996 - October 1997
Skills
Equity Research, Healthcare, Trading, Equities, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Series 7, Securities, Investment Banking, Asset Management, Alternative Investments, Mutual Funds, Emerging Markets, Series 63, Options, Derivatives, Financial Markets, Investor Relations, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 1996
MBA, Finance
Icahn School of Medicine at Mount Sinai 1990 — 1992
Medicine
Manhattan College 1986 — 1990
BS, Biology
LaSalle Institute
Ed Derbes's Laidlaw & Company Experience February 2001 - June 2004
Job Portfolio Manager at E1 Asset Management
Industry Financial Services
Experience
E1 Asset Management July 2013 - Present
First Georgetown Securities February 2009 - March 2012
Mercedes-Benz of Alexandria January 2008 - June 2008
Wells Fargo Advisors January 2007 - September 2007
Spencer Clarke 2005 - 2006
Laidlaw & Company February 2001 - June 2004
Prime Charter LTD March 2000 - January 2001
Skills
Series 7, Customer Service, New Business Development, Investments, Series 63, Asset Allocation, Finance, Asset Management, Risk Management, Portfolio Management, Sales Management, Sales, Wealth Management, Sales Process, Mutual Funds, IRAs, Team Leadership, Negotiation, Retirement Planning, Securities, Alternative Investments
Education
Harvard University Extension School 1999 — 2000
Economics
Emerson College 1996 — 1999
Mass Communication/Media Studies
Emerson Preparatory School 1991 — 1993
High School
West Nottingham Academy 1990 — 1991
High School
E1 Asset Management July 2013 - Present
First Georgetown Securities February 2009 - March 2012
Mercedes-Benz of Alexandria January 2008 - June 2008
Wells Fargo Advisors January 2007 - September 2007
Spencer Clarke 2005 - 2006
Laidlaw & Company February 2001 - June 2004
Prime Charter LTD March 2000 - January 2001
Skills
Series 7, Customer Service, New Business Development, Investments, Series 63, Asset Allocation, Finance, Asset Management, Risk Management, Portfolio Management, Sales Management, Sales, Wealth Management, Sales Process, Mutual Funds, IRAs, Team Leadership, Negotiation, Retirement Planning, Securities, Alternative Investments
Education
Harvard University Extension School 1999 — 2000
Economics
Emerson College 1996 — 1999
Mass Communication/Media Studies
Emerson Preparatory School 1991 — 1993
High School
West Nottingham Academy 1990 — 1991
High School
Luiz Camilo's Laidlaw & Company Experience May 2010 - December 2010
Job Senior Accountant at Murex
Industry Financial Services
Experience
Murex April 2012 - Present
Murex January 2011 - April 2012
Laidlaw & Company May 2010 - December 2010
Drug Free America March 2006 - May 2010
Skills
Accounting, Accounts Payable, Invoicing, Accounts Receivable, Journal Entries, Expenses, Reconciliation, General Ledger, Payments, Excel, Financial Reporting, Quickbooks, Microsoft Office, Account Reconciliation, Microsoft Excel, QuickBooks, Internal Controls, Financial Analysis, Finance, Auditing
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor
Borough of Manhattan Community College 2004 — 2006
Associates in Applied Science (A.A.S)
Murex April 2012 - Present
Murex January 2011 - April 2012
Laidlaw & Company May 2010 - December 2010
Drug Free America March 2006 - May 2010
Skills
Accounting, Accounts Payable, Invoicing, Accounts Receivable, Journal Entries, Expenses, Reconciliation, General Ledger, Payments, Excel, Financial Reporting, Quickbooks, Microsoft Office, Account Reconciliation, Microsoft Excel, QuickBooks, Internal Controls, Financial Analysis, Finance, Auditing
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor
Borough of Manhattan Community College 2004 — 2006
Associates in Applied Science (A.A.S)
Christopher Oppito's Laidlaw & Company Experience November 2010 - Present
Job Vice President at Laidlaw & Company
Industry Financial Services
Experience
Laidlaw & Company November 2010 - Present
JM Bryant Capital Partners - a division of Laidlaw & Company October 2010 - October 2011
Skills
Strategy, Alternative Investments, Wealth Management, Mergers & Acquisitions, IPO, Financial Services, Fixed Income, Equities, Finance, Private Placements, Private Equity, Series 7
Education
Manhattan College
BA, Marketing
Laidlaw & Company November 2010 - Present
JM Bryant Capital Partners - a division of Laidlaw & Company October 2010 - October 2011
Skills
Strategy, Alternative Investments, Wealth Management, Mergers & Acquisitions, IPO, Financial Services, Fixed Income, Equities, Finance, Private Placements, Private Equity, Series 7
Education
Manhattan College
BA, Marketing
John Paul McManus's Laidlaw & Company Experience June 2012 - Present
Job Associate Financial Consultant at Laidlaw & Company
Industry Financial Services
Experience
Laidlaw & Company June 2012 - Present
Laidlaw & Company May 2008 - May 2012
Skills
Investments, Equities, Series 7, Financial Analysis, Bloomberg, Portfolio Management, Wealth Management, Securities, Private Equity, Investment Banking, Thompson One, Fixed Income, Series 63, Alternative Investments
Education
Columbia University in the City of New York 2005 — 2009
Bachelor’s Degree, Economics, German
Freie Universität Berlin 2007 — 2007
Summer Intensive Immersion, German Language
NYU School of Continuing Education
Laidlaw & Company June 2012 - Present
Laidlaw & Company May 2008 - May 2012
Skills
Investments, Equities, Series 7, Financial Analysis, Bloomberg, Portfolio Management, Wealth Management, Securities, Private Equity, Investment Banking, Thompson One, Fixed Income, Series 63, Alternative Investments
Education
Columbia University in the City of New York 2005 — 2009
Bachelor’s Degree, Economics, German
Freie Universität Berlin 2007 — 2007
Summer Intensive Immersion, German Language
NYU School of Continuing Education
Chris Wolpert, CFA's Laidlaw & Company Experience October 2013 - December 2014
Job
Industry Financial Services
Experience
KeyBanc Capital Markets January 2015 - Present
Laidlaw & Company October 2013 - December 2014
JP Morgan June 2010 - September 2013
Pace University September 2009 - May 2010
HSBC August 2008 - May 2009
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Financial Analysis, Management, Series 7, Series 63, Equity Research, Series 87, Valuation, Series 86
Education
Sacred Heart University 2004 — 2008
BS
Pace University 2009 — 2011
MBA
KeyBanc Capital Markets January 2015 - Present
Laidlaw & Company October 2013 - December 2014
JP Morgan June 2010 - September 2013
Pace University September 2009 - May 2010
HSBC August 2008 - May 2009
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Financial Analysis, Management, Series 7, Series 63, Equity Research, Series 87, Valuation, Series 86
Education
Sacred Heart University 2004 — 2008
BS
Pace University 2009 — 2011
MBA
Brendan Bilodeau's Laidlaw & Company Experience December 2012 - January 2013
Job Regional Sales Manager at Avalara
Industry Computer Software
Experience
Avalara September 2014 - Present
BMC Software April 2014 - September 2014
BMC Software July 2013 - September 2014
Tuckernuck January 2013 - July 2013
Burning Tree Golf Club May 2006 - July 2013
Hampden-Sydney College September 2011 - June 2013
Laidlaw & Company December 2012 - January 2013
Uscoop September 2011 - January 2013
Lafayette Federal Credit Union May 2012 - August 2012
Training The Street October 2011 - October 2011
Skills
Finance, Market Research, Investments, Microsoft Excel, Salesforce.com, Sales, Valuation, Microsoft Office, Economics, Mortgage Banking, Asset Management, Social Media Marketing, Marketing, SaaS, Business Development, Equity Valuation, Pipeline Development, Analysis, Enterprise Software, Cloud Computing, Solution Selling, Due Diligence, Problem Analysis, Ecommerce, ERP Software, Sales Tax, Cold Calling, Channel Partners, Partner Management
Education
Hampden-Sydney College 2009 — 2013
Bachelor of Arts, Economics & Business
Our Lady of Good Counsel High School 2005 — 2009
Diploma
Avalara September 2014 - Present
BMC Software April 2014 - September 2014
BMC Software July 2013 - September 2014
Tuckernuck January 2013 - July 2013
Burning Tree Golf Club May 2006 - July 2013
Hampden-Sydney College September 2011 - June 2013
Laidlaw & Company December 2012 - January 2013
Uscoop September 2011 - January 2013
Lafayette Federal Credit Union May 2012 - August 2012
Training The Street October 2011 - October 2011
Skills
Finance, Market Research, Investments, Microsoft Excel, Salesforce.com, Sales, Valuation, Microsoft Office, Economics, Mortgage Banking, Asset Management, Social Media Marketing, Marketing, SaaS, Business Development, Equity Valuation, Pipeline Development, Analysis, Enterprise Software, Cloud Computing, Solution Selling, Due Diligence, Problem Analysis, Ecommerce, ERP Software, Sales Tax, Cold Calling, Channel Partners, Partner Management
Education
Hampden-Sydney College 2009 — 2013
Bachelor of Arts, Economics & Business
Our Lady of Good Counsel High School 2005 — 2009
Diploma
Yoni Aizer's Laidlaw & Company Experience 2006 - 2007
Job Sourcing Specialist at Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center March 2014 - Present
Consulting 2012 - 2013
Pacific Life 2010 - 2011
Avon Products 2007 - 2009
Laidlaw & Company 2006 - 2007
Skills
Strategy, Financial Modeling, Business Development, Analysis, Management, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Management
Binghamton University - School of Management 2002 — 2006
B.S., Business Management
Memorial Sloan-Kettering Cancer Center March 2014 - Present
Consulting 2012 - 2013
Pacific Life 2010 - 2011
Avon Products 2007 - 2009
Laidlaw & Company 2006 - 2007
Skills
Strategy, Financial Modeling, Business Development, Analysis, Management, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Management
Binghamton University - School of Management 2002 — 2006
B.S., Business Management
Jordan Frey's Laidlaw & Company Experience July 2009 - October 2012
Job Senior Financial Advisor at NewBridge Securities Corp.
Industry Financial Services
Experience
Spartan Capital Securities, LLC March 2013 - Present
John Thomas Financial October 2012 - March 2013
Laidlaw & Company July 2009 - October 2012
Ahern Painting Contractors March 2006 - January 2009
Skills
Series 7, Wealth Management, Investment Advisory, Investments, Retirement Planning, Equities, Series 63
Education
Hofstra University 2007 — 2008
BA, Business
Garden City High School
Garden City High School
Hobart and William Smith Colleges
Spartan Capital Securities, LLC March 2013 - Present
John Thomas Financial October 2012 - March 2013
Laidlaw & Company July 2009 - October 2012
Ahern Painting Contractors March 2006 - January 2009
Skills
Series 7, Wealth Management, Investment Advisory, Investments, Retirement Planning, Equities, Series 63
Education
Hofstra University 2007 — 2008
BA, Business
Garden City High School
Garden City High School
Hobart and William Smith Colleges
Yana Zalukina's Laidlaw & Company Experience October 2013 - February 2014
Job Business Development
Industry Financial Services
Experience
Laidlaw & Company October 2013 - February 2014
INTL FCStone Inc. June 2011 - October 2012
INTL FCStone Inc. August 2010 - May 2011
Practical Consulting Project at Strategic Wealth Partners, LLC December 2009 - January 2010
Real Client Managed Portfolio at University of Illinois at Urbana-Champaign August 2009 - December 2009
Skills
Financial Markets, Valuation, Trading, Commodity, Corporate Finance, Options, Hedging, Commodity Markets, Portfolio Management, Derivatives, Financial Analysis, Equities, Risk Management, Financial Modeling, Finance, Investments, Business Development
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Master of Science, Finance
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science, Accounting & Finance
Laidlaw & Company October 2013 - February 2014
INTL FCStone Inc. June 2011 - October 2012
INTL FCStone Inc. August 2010 - May 2011
Practical Consulting Project at Strategic Wealth Partners, LLC December 2009 - January 2010
Real Client Managed Portfolio at University of Illinois at Urbana-Champaign August 2009 - December 2009
Skills
Financial Markets, Valuation, Trading, Commodity, Corporate Finance, Options, Hedging, Commodity Markets, Portfolio Management, Derivatives, Financial Analysis, Equities, Risk Management, Financial Modeling, Finance, Investments, Business Development
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Master of Science, Finance
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science, Accounting & Finance
Richard Brewster's Laidlaw & Company Experience October 2010 - July 2011
Job VP Business Development at BonAccord Capital
Industry Financial Services
Experience
BonAccord Capital Dir of Investment BankingLaidlaw & CompanyJuly 2011 - January 2013
Laidlaw & Company October 2010 - July 2011
Casimir Capital January 2001 - August 2008
Skills
Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Valuation, Due Diligence, Alternative Investments, Equities, Capital Markets, Asset Management, Entrepreneurship, Business Development, Business Strategy, Fixed Income, Finance, Financial Services
Education
Dartmouth College 1994 — 1999
Bachelor of Arts (B.A.), Government
BonAccord Capital Dir of Investment BankingLaidlaw & CompanyJuly 2011 - January 2013
Laidlaw & Company October 2010 - July 2011
Casimir Capital January 2001 - August 2008
Skills
Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Valuation, Due Diligence, Alternative Investments, Equities, Capital Markets, Asset Management, Entrepreneurship, Business Development, Business Strategy, Fixed Income, Finance, Financial Services
Education
Dartmouth College 1994 — 1999
Bachelor of Arts (B.A.), Government
Swen Harrington's Laidlaw & Company Experience April 2010 - June 2012
Job Regional Consultant
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
ProShare Advisors, LLC June 2012 - September 2014
Laidlaw & Company April 2010 - June 2012
Prudential Financial August 2009 - March 2010
Skills
Series 7
Education
College of Charleston
Business Administration, Finance, Economics
Management Center Innsbruck
Management, Law
Goldman Sachs October 2014 - Present
ProShare Advisors, LLC June 2012 - September 2014
Laidlaw & Company April 2010 - June 2012
Prudential Financial August 2009 - March 2010
Skills
Series 7
Education
College of Charleston
Business Administration, Finance, Economics
Management Center Innsbruck
Management, Law
Rafael Vasquez's Laidlaw & Company Experience September 2013 - Present
Job Financial Advisor at Laidlaw & Company
Industry Financial Services
Experience
Laidlaw & Company September 2013 - Present
AllDealsLocal.com August 2012 - Present
JJR Associates Inc. January 2010 - September 2013
T3 Capital August 2008 - December 2009
Casimir Capital April 2001 - June 2007
Sands Brothers April 1998 - June 2000
Skills
Asset Management, Risk Management, Investments, Equities, Portfolio Management, Financial Markets, Management, Series 7, Finance, Capital Markets, Fixed Income, Financial Analysis, Hedge Funds, Securities, Trading, Private Equity
Education
Dowling College 1991 — 1995
BA, Business
Davis and Elkins College
Ward Melville
Ward Melville
Laidlaw & Company September 2013 - Present
AllDealsLocal.com August 2012 - Present
JJR Associates Inc. January 2010 - September 2013
T3 Capital August 2008 - December 2009
Casimir Capital April 2001 - June 2007
Sands Brothers April 1998 - June 2000
Skills
Asset Management, Risk Management, Investments, Equities, Portfolio Management, Financial Markets, Management, Series 7, Finance, Capital Markets, Fixed Income, Financial Analysis, Hedge Funds, Securities, Trading, Private Equity
Education
Dowling College 1991 — 1995
BA, Business
Davis and Elkins College
Ward Melville
Ward Melville
Oduware Obasohan's Laidlaw & Company Experience January 2011 - October 2013
Job Investment Banking / Treasury Professional and Senior Associate at Greenmax Capital Advisors
Industry Investment Banking
Experience
GreenMax Capital Advisor November 2013 - Present
Laidlaw & Company January 2011 - October 2013
Radius Partners August 2010 - December 2010
Ecobank Capital February 2007 - January 2009
Ecobank PLC January 2006 - February 2007
Skills
Financial Modeling, Valuation, Capital Markets, Financial Analysis, Portfolio Management, Equities, Banking, Due Diligence, Mergers & Acquisitions, Finance, IPO, Competitive Analysis, Market Research, Economics, Liquidity Management, Financial Risk, ALM, Treasury, Cash Management, Foreign Exchange, Renewable Energy, Cleantech, Project Finance, Project Management, Energy Efficiency, Green Technology, Geothermal, Sustainable Energy, Solar Energy, Power Generation, CHP, Corporate Finance, Investment Banking
Education
University at Buffalo, The State University of New York 2009 — 2010
M.A, Economics & Financial Economics
University of Benin 1999 — 2004
B.Sc, Economics & Statistics
GreenMax Capital Advisor November 2013 - Present
Laidlaw & Company January 2011 - October 2013
Radius Partners August 2010 - December 2010
Ecobank Capital February 2007 - January 2009
Ecobank PLC January 2006 - February 2007
Skills
Financial Modeling, Valuation, Capital Markets, Financial Analysis, Portfolio Management, Equities, Banking, Due Diligence, Mergers & Acquisitions, Finance, IPO, Competitive Analysis, Market Research, Economics, Liquidity Management, Financial Risk, ALM, Treasury, Cash Management, Foreign Exchange, Renewable Energy, Cleantech, Project Finance, Project Management, Energy Efficiency, Green Technology, Geothermal, Sustainable Energy, Solar Energy, Power Generation, CHP, Corporate Finance, Investment Banking
Education
University at Buffalo, The State University of New York 2009 — 2010
M.A, Economics & Financial Economics
University of Benin 1999 — 2004
B.Sc, Economics & Statistics
John LaCagnina's Laidlaw & Company Experience November 2007 - June 2009
Job AP1 at Fragomen, Del Rey, Bernsen & Loewy
Industry Legal Services
Experience
Fragomen, Del Rey, Bernsen & Loewy July 2012 - Present
Kiley, Kiley and Kiley, PLLC 2011 - August 2012
Laidlaw & Company November 2007 - June 2009
Skills
Investments, Legal Research
Education
Fairfield University 2003 — 2007
BS, Business Management, History
Hofstra University
Paralegal Studies
Fragomen, Del Rey, Bernsen & Loewy July 2012 - Present
Kiley, Kiley and Kiley, PLLC 2011 - August 2012
Laidlaw & Company November 2007 - June 2009
Skills
Investments, Legal Research
Education
Fairfield University 2003 — 2007
BS, Business Management, History
Hofstra University
Paralegal Studies
Mark Kazakov's Laidlaw & Company Experience December 2005 - May 2006
Job Manager at Sapient
Industry Investment Banking
Experience
Sapient April 2012 - Present
Goldman Sachs February 2010 - December 2011
Goldman Sachs June 2006 - February 2010
Laidlaw & Company December 2005 - May 2006
Computer Repair Center February 2003 - May 2005
Skills
Equity Derivatives, Credit Derivatives, Derivatives, Operations, Operational Risk, Operational Efficiency, Settlements, Confirmations, Software Project..., Program Management, Metrics, Reconciliation, Risk Management, User Acceptance Testing, CDS, Fixed Income, Settlement, Back Office, Confirmation, SDLC, Trading, Account Reconciliation
Education
Binghamton University 2001 — 2005
B.S., Financial Economics, Philosophy, Politics, and Law
Sapient April 2012 - Present
Goldman Sachs February 2010 - December 2011
Goldman Sachs June 2006 - February 2010
Laidlaw & Company December 2005 - May 2006
Computer Repair Center February 2003 - May 2005
Skills
Equity Derivatives, Credit Derivatives, Derivatives, Operations, Operational Risk, Operational Efficiency, Settlements, Confirmations, Software Project..., Program Management, Metrics, Reconciliation, Risk Management, User Acceptance Testing, CDS, Fixed Income, Settlement, Back Office, Confirmation, SDLC, Trading, Account Reconciliation
Education
Binghamton University 2001 — 2005
B.S., Financial Economics, Philosophy, Politics, and Law
David Bent's Laidlaw & Company Experience January 2011 - October 2011
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
J.P. Morgan May 2013 - June 2014
JPMorgan Chase January 2012 - May 2013
John Carris Investments October 2011 - November 2011
Laidlaw & Company January 2011 - October 2011
Walgreens June 2009 - August 2009
New Britain Parks and Recreation May 2007 - August 2008
Skills
Series 7, Series 63, Licensed Life Insurance..., Microsoft Office, Investments, Securities, Equities, Portfolio Management, Banking, Uniform Combined State..., Financial Advisory, Retirement Planning, Finance, CFA Canidate Level 1, Trading, Financial Markets, Financial Analysis, Equity Trading, Fixed Income, Trading Systems, Hedge Funds, Asset Management, Alternative Investments, Bonds, Investment Management, Financial Modeling, Access, Private Banking, Options
Education
Central Connecticut State University 2006 — 2010
BS, Management
Morgan Stanley June 2014 - Present
J.P. Morgan May 2013 - June 2014
JPMorgan Chase January 2012 - May 2013
John Carris Investments October 2011 - November 2011
Laidlaw & Company January 2011 - October 2011
Walgreens June 2009 - August 2009
New Britain Parks and Recreation May 2007 - August 2008
Skills
Series 7, Series 63, Licensed Life Insurance..., Microsoft Office, Investments, Securities, Equities, Portfolio Management, Banking, Uniform Combined State..., Financial Advisory, Retirement Planning, Finance, CFA Canidate Level 1, Trading, Financial Markets, Financial Analysis, Equity Trading, Fixed Income, Trading Systems, Hedge Funds, Asset Management, Alternative Investments, Bonds, Investment Management, Financial Modeling, Access, Private Banking, Options
Education
Central Connecticut State University 2006 — 2010
BS, Management
Naresa Bhola's Laidlaw & Company Experience May 2011 - May 2012
Job Cash Specialist at North Shore LIJ
Industry Higher Education
Experience
North Shore-LIJ Health System November 2014 - Present
Barnes & Noble May 2012 - May 2015
Laidlaw & Company May 2011 - May 2012
Rite Aid Pharmacy October 2009 - May 2012
Ladmar Associates February 2011 - May 2011
Youth Employment Program July 2009 - August 2009
Bridge Building September 2006 - May 2008
COMMUNITY SERVICE September 2007 - October 2007
Jacobi Medical Center July 2007 - August 2007
Skills
Data Entry, Leadership, Customer Service, Finance, Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Retail, Microsoft Office, Access, Outlook, Payroll, PeopleSoft
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Bachelor of Science, Finance
North Shore-LIJ Health System November 2014 - Present
Barnes & Noble May 2012 - May 2015
Laidlaw & Company May 2011 - May 2012
Rite Aid Pharmacy October 2009 - May 2012
Ladmar Associates February 2011 - May 2011
Youth Employment Program July 2009 - August 2009
Bridge Building September 2006 - May 2008
COMMUNITY SERVICE September 2007 - October 2007
Jacobi Medical Center July 2007 - August 2007
Skills
Data Entry, Leadership, Customer Service, Finance, Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Retail, Microsoft Office, Access, Outlook, Payroll, PeopleSoft
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2012
Bachelor of Science, Finance
Mathew Perrone's Laidlaw & Company Experience March 2011 - September 2011
Job Compliance Associate/Client Relations at Family Management Corporation
Industry Legal Services
Experience
Family Management Corporation December 2011 - Present
Laidlaw & Company March 2011 - September 2011
Westchester County Public Defender August 2010 - March 2011
Rosman & Associates January 2010 - July 2010
United States Judge Richard Berman of the Southern District of New York January 2008 - June 2008
Homestar Direct (Division of Opteum Financial Services) June 2003 - October 2005
Morgan Stanley Smith Barney (Salomon Smith Barney) May 2002 - August 2002
Skills
AML, Capital Markets, Program Management, Banking, Legal Writing, Dodd-Frank, Financial Analysis, Finance, Hedge Funds, Private Equity, Risk Management, Equities, Securities, Investments, Analysis, Asset Management, Fixed Income
Education
Vermont Law School 2006 — 2009
Juris Doctor, Law
Gettysburg College 1999 — 2003
B.A., Management, Finance
Scarsdale High School
Family Management Corporation December 2011 - Present
Laidlaw & Company March 2011 - September 2011
Westchester County Public Defender August 2010 - March 2011
Rosman & Associates January 2010 - July 2010
United States Judge Richard Berman of the Southern District of New York January 2008 - June 2008
Homestar Direct (Division of Opteum Financial Services) June 2003 - October 2005
Morgan Stanley Smith Barney (Salomon Smith Barney) May 2002 - August 2002
Skills
AML, Capital Markets, Program Management, Banking, Legal Writing, Dodd-Frank, Financial Analysis, Finance, Hedge Funds, Private Equity, Risk Management, Equities, Securities, Investments, Analysis, Asset Management, Fixed Income
Education
Vermont Law School 2006 — 2009
Juris Doctor, Law
Gettysburg College 1999 — 2003
B.A., Management, Finance
Scarsdale High School
Dale Speicher's Laidlaw & Company Experience March 2004 - August 2006
Job National Sales Manager at Swan Hanger Company
Industry Chemicals
Experience
Swan Hanger Company August 2013 - Present
Adco-Inc / Laidlaw April 2012 - August 2013
Laidlaw Company LLC June 2009 - September 2011
Laidlaw Company LLC June 2009 - September 2011
Laidlaw Company LLC September 2007 - June 2009
Laidlaw Company LLC August 2006 - September 2007
Laidlaw & Company March 2004 - August 2006
Laidlaw Company April 1998 - March 2004
Skills
Sales Management, Purchasing, Management, Manufacturing, Budgets, Strategic Planning, Program Management, Supply Chain Management, Team Building, Logistics, Sales, Leadership, New Business Development, Lean Manufacturing
Education
Bryant University 1972 — 1976
BS, Management
Swan Hanger Company August 2013 - Present
Adco-Inc / Laidlaw April 2012 - August 2013
Laidlaw Company LLC June 2009 - September 2011
Laidlaw Company LLC June 2009 - September 2011
Laidlaw Company LLC September 2007 - June 2009
Laidlaw Company LLC August 2006 - September 2007
Laidlaw & Company March 2004 - August 2006
Laidlaw Company April 1998 - March 2004
Skills
Sales Management, Purchasing, Management, Manufacturing, Budgets, Strategic Planning, Program Management, Supply Chain Management, Team Building, Logistics, Sales, Leadership, New Business Development, Lean Manufacturing
Education
Bryant University 1972 — 1976
BS, Management
Colin Abt's Laidlaw & Company Experience September 2011 - February 2012
Job Institutional Sales at Odeon Capital Group LLC
Industry Financial Services
Experience
Odeon Capital Group LLC October 2014 - Present
CJS Securities June 2012 - October 2014
Laidlaw & Company September 2011 - February 2012
Wall Street Options February 2011 - August 2011
Skills
Investments, Equities, Series 7, Series 63, Securities, Trading, Bloomberg, Finance, Hedge Funds, Financial Modeling
Education
Fordham University 2008 — 2012
BA, Economics, 3.5
Odeon Capital Group LLC October 2014 - Present
CJS Securities June 2012 - October 2014
Laidlaw & Company September 2011 - February 2012
Wall Street Options February 2011 - August 2011
Skills
Investments, Equities, Series 7, Series 63, Securities, Trading, Bloomberg, Finance, Hedge Funds, Financial Modeling
Education
Fordham University 2008 — 2012
BA, Economics, 3.5
Joseph Wai Tak Man's Laidlaw & Company Experience March 1999 - August 2006
Job Passenger Service Agent Supervisor at Swissport
Industry Airlines/Aviation
Experience
Swissport December 2012 - Present
Swissport December 2011 - Present
Frank's Fish Market and Restaurant October 2009 - December 2011
Safavieh Home Furnishings January 2007 - September 2009
Laidlaw & Company March 1999 - August 2006
Skills
Airports, Airlines, Customer Service, Auditing, Flights, Microsoft Excel, Amadeus, Teamwork, Editing, Telephone Skills, Accounts Payable, Team Leadership
Education
LJW Security Services & Training, Inc. 2011 — 2011
Security
Pace University - Lubin School of Business 1995 — 1997
Marketing
John Dewey HS 1991 — 1995
n/a, Business
Swissport December 2012 - Present
Swissport December 2011 - Present
Frank's Fish Market and Restaurant October 2009 - December 2011
Safavieh Home Furnishings January 2007 - September 2009
Laidlaw & Company March 1999 - August 2006
Skills
Airports, Airlines, Customer Service, Auditing, Flights, Microsoft Excel, Amadeus, Teamwork, Editing, Telephone Skills, Accounts Payable, Team Leadership
Education
LJW Security Services & Training, Inc. 2011 — 2011
Security
Pace University - Lubin School of Business 1995 — 1997
Marketing
John Dewey HS 1991 — 1995
n/a, Business
Kevin Garland's Laidlaw & Company Experience May 2009 - August 2009
Job Benefits Estimator with Group Life at Mutual of America
Industry Consumer Services
Experience
Mutual of America January 2014 - Present
Mutual of America November 2012 - January 2014
Clancy Moving Systems 2005 - August 2011
Laidlaw & Company May 2009 - August 2009
Education
Manhattan College
Bachelor's degree, Finance, General
Mutual of America January 2014 - Present
Mutual of America November 2012 - January 2014
Clancy Moving Systems 2005 - August 2011
Laidlaw & Company May 2009 - August 2009
Education
Manhattan College
Bachelor's degree, Finance, General
Jason Lobato's Laidlaw & Company Experience September 2012 - December 2012
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Global Arena Capital Corp. November 2013 - May 2014
Reebok Sports Club/NY March 2008 - November 2013
MacKenzie Partners August 2013 - September 2013
Laidlaw & Company September 2012 - December 2012
Brown Harris & Stevens May 2010 - August 2010
SEIU Local 328J June 2007 - August 2007
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Private Equity, Asset Management, Bloomberg Terminal, Microsoft Office, Series 7, Series 63, Fixed Income, Sales, Asset Allocation, Retirement Planning
Education
Hunter College 2008 — 2013
Bachelor of Arts (B.A.), Economics
Fidelity Investments August 2014 - Present
Global Arena Capital Corp. November 2013 - May 2014
Reebok Sports Club/NY March 2008 - November 2013
MacKenzie Partners August 2013 - September 2013
Laidlaw & Company September 2012 - December 2012
Brown Harris & Stevens May 2010 - August 2010
SEIU Local 328J June 2007 - August 2007
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Private Equity, Asset Management, Bloomberg Terminal, Microsoft Office, Series 7, Series 63, Fixed Income, Sales, Asset Allocation, Retirement Planning
Education
Hunter College 2008 — 2013
Bachelor of Arts (B.A.), Economics
Kim Landolfi's Laidlaw & Company Experience August 2010 - October 2012
Job President at Lindros Financial
Industry Financial Services
Experience
Lindros Financial January 2013 - Present
Laidlaw & Company August 2010 - October 2012
Jesup & Lamont 2009 - 2010
GunnAllen Financial 2002 - 2009
Skills
Series 24, Series 7, Series 63, Securities, Wealth Management, Strategic Financial..., Investment Banking
Education
Palm Beach Community College 1984 — 1988
Associate of Arts (A.A.), Accounting and Finance
Lindros Financial January 2013 - Present
Laidlaw & Company August 2010 - October 2012
Jesup & Lamont 2009 - 2010
GunnAllen Financial 2002 - 2009
Skills
Series 24, Series 7, Series 63, Securities, Wealth Management, Strategic Financial..., Investment Banking
Education
Palm Beach Community College 1984 — 1988
Associate of Arts (A.A.), Accounting and Finance