Lasser Marshall
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Lasser Marshall Employees
Tradition North America December 1998 - December 2011
Lasser Marshall 1989 - 1998
Skills
Series 7, Series 63, FINRA, Electronic Trading, Options, Financial Services, Investments, Building Relationships, Interest Rate..., Wealth Management, Currency, Asset Management, Highly detail oriented, Portfolio Management, Hedge Funds, Back Office, Middle Office
Education
City University of New York-Queens College
B.A., Economics
Gifford B. Bowne II December 2004 - Present
Gifford B. Bowne II December 2004 - Present
Indigo Gate, Inc. 1994 - 2008
Indigo Gate, Inc. 1992 - 2008
Lasser Marshall July 1980 - November 1996
Education
Seton Hall University 1977 — 1981
MBA, Finance and Marketing
Prudential Financial September 2012 - Present
British American Chamber of Commerce May 2014 - Present
RIASA January 2013 - Present
Tradition North America Inc January 1991 - 2011
Lasser Marshall 1989 - 1991
JPMorgan Chase 1973 - 1983
Skills
FINRA Series 6, Business Strategy, International Business, Product Development, Marketing Management, New Business Development, Business Planning, Strategic Planning, Series 6, Management, Leadership, Marketing Strategy, Business Development, Entrepreneurship, Sales, Analysis, Strategy, Program Management, Customer Service, Marketing, Public Relations, Budgets, Event Management, Social Media Marketing, Marketing Communications, Team Building, Advertising, Team Leadership, Account Management, Market Research, Mergers & Acquisitions, Negotiation, Contract Negotiation, Sales Management, Time Management, Start-ups, Finance, CRM, Coaching, Strategic Partnerships, Fundraising, Banking, Lead Generation, Social Networking, Direct Sales, Social Media, Portfolio Management, Online Marketing, Salesforce.com, Small Business
Education
University of Cumbria 2010 — 2012
MBA, Leadership and Sustainability, Pass with Merit
University of Phoenix 2008 — 2010
Sports Management, GPA 3.98/4.00
Leadership Law Program, Orange County Bar Assoc. Fl 2013 — 2013
The American College 2013 — 2014
RICP, Retirement Income Planning
Wells Fargo Advisors March 2006 - Present
Morgan Stanley June 2000 - March 2006
Advest, Inc. November 1998 - June 2000
Lasser Marshall August 1993 - October 1998
Skills
Retirement Planning, Comprehensive Wealth..., Asset Allocation, Wealth Transfer Planning, College Savings Plans, Risk Management, Client Relationship..., FINRA, Life Insurance, Series 63, Wealth Management..., Strategic Financial..., Wealth Management, Series 7, Employee Benefits, Wealth, Mutual Funds, Fixed Income, Small Business, Estate Planning, Retirement, CRM, Portfolio Management, Alternative Investments, Investments, Securities, Finance, Customer Service, Financial Services, Strategic Planning, Asset Management, Insurance, Public Speaking
Education
The Johns Hopkins University 1991 — 1993
B.A., Sociology
Dartmouth College 1989 — 1991
Ward Melville High School 1986 — 1989
Anthem Education Group July 2009 - April 2012
Anthem Education Group March 2008 - December 2008
J.F. Bellini September 2006 - October 2007
AENTV Network aka Cummings Entertainment September 1999 - March 2002
Steven Feldstein & Associates December 1997 - September 1999
Lasser Marshall April 1996 - December 1996
RBC Dominion Securities October 1993 - April 1996
Carol Management Corporation May 1992 - October 1994
Oakwood Worldwide January 1990 - February 1992
LA Foods LLC 1991 - 1992
Skills
AVImark.exe software, Schedule Plus, Prophet 21 Commerce..., Citrix - Personality..., Commerce, Outlook, Personality, Microsoft Excel, Microsoft Office, Customer Service, System Administration, Training, Management, Payroll, Marketing, Leadership, Sales, Event Management, Event Planning, Team Building, Strategy, Employee Benefits, Time Management, Human Resources, Organizational..., Career Counseling, Data Entry, Budgets, Employee Relations, Staff Development, Employee Training, Retail POS, Resume Writing, POS
Education
Los Angeles Pierce College 2002 — 2004
Santander Bank, N.A. November 2013 - Present
Capital One August 2011 - October 2013
Bank of America 2009 - 2010
Chase Home Lending 2000 - 2008
Chapdelaine & Co. 1997 - 1998
Eurobrokers 1996 - 1996
Prebon Yamane 1989 - 1995
Lasser Marshall 1973 - 1988
Education
Fairleigh Dickinson University
Bachelor of Arts (B.A.), Economics
BGC Partners, Inc. May 2004 - July 2011
Euro Brokers Inc. April 1996 - April 2004
Tradition N.A. May 1987 - April 1996
Lasser Marshall March 1980 - April 1987
Skills
Trading, Investments, Customer Relations, Financial Markets, Cold Calling, Banking, Trading Systems, Electronic Trading, Back Office, IT Operations, Trading System IT..., Knowledge of Payment..., Internal Communications, Microsoft Office, Trading System, Customer Service, Derivatives, ETFs, Bonds, Financial Institutions, Fixed Income, Funding, Money Market, Payment Systems, Prime Brokerage, Retirement Planning, SWIFT payments, Securities, Securities Lending, Series 7
Education
Adelphi University 1987 — 1989
Certificate in Financial Planning
Select Financial Services Vice PresidentBayerische Landesbank1996 - 1999
Lasser Marshall 1993 - 1996
Skopbank 1989 - 1993
Rabobank Nederland 1982 - 1989
Citibank 1974 - 1982
Education
Brooklyn Law School 1978 — 1982
BGC Partners 2012 - Present
BGC Partners September 2003 - Present
Freedom International Brokers June 1999 - August 2003
Lasser Marshall August 1993 - June 1999
Fulton Prebon April 1989 - July 1993
Skills
Electronic Trading, Currency, Trading Systems, FX Options, FX, Foreign Exchange, FX trading, Capital Markets
Education
York University 1986 — 1989
International Business
Occidental College 1984 — 1985
University of Toronto 1982 — 1984
Thomson Reuters December 2000 - Present
Cantor Fitzgerald October 1993 - May 2000
Lasser Marshall January 1975 - May 1991
Education
Baruch College, City University of New York (CUNY) 1971 — 1974
Marketing & Economics
Blues Corruption August 2013 - Present
BGC PARTNERS November 2005 - Present
BGC PARTNERS October 2005 - Present
BGC PARTNERS 2005 - Present
GFI Group 2002 - 2005
Compagnie Financiere Tradition 2000 - 2002
Tullett Prebon 1999 - 2000
Lasser Marshall 1984 - 1999
Skills
Financial Markets, FX Options, Electronic Trading, Derivatives, Fixed Income, Trading, Hedge Funds, Series 7, Capital Markets, Equities, Trading Systems
Education
Fordham University 1979 — 1983
B/A, ECONOMICS
Healthfirst July 2007 - Present
Sterling National Bank January 1997 - July 2007
Lasser Marshall 1994 - 1996
Bierbaum Martin September 1987 - May 1994
Skills
Accounts Payable, Account Reconciliation, Accounts Receivable, Variance Analysis, Accounting, Internal Controls, Financial Reporting, Cash Management, JD Edwards, Auditing, Payroll, QuickBooks, Sarbanes-Oxley Act, Insurance, Banking, Finance, General Ledger, Financial Analysis, Management
Education
Mercy College 1999 — 2001
Master's degree, Banking and Financial Support Services
Adelphi Univ 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Pearson May 1997 - Present
Lasser Marshall September 1986 - April 1996
Paradis Artificiels Wines and Spirits July 1978 - March 1986
Skills
Account Management, Customer Service, Leadership, New Business Development, Strategic Planning, Marketing, Publishing
Education
Berkeley College 1996 — 1997
Associate of Arts and Sciences (AAS), International Business
Xaverian High School 1974 — 1978
My House herePersonal2011 - 2013
LAGCC 2011 - 2012
lasser marshall 1985 - 1987
Skills
Management, Customer Service, Microsoft Word, Event Planning, Fundraising, PowerPoint, Microsoft Office, Volunteer Management, Outlook, Public Speaking, Social Media, Research, Microsoft Excel, Coaching, New Business Development, Social Networking, Team Building, Program Development, Financial Analysis, Windows, Budgets, Photography, Teaching, Inventory Management, Leadership, Public Relations, Editing, Community Outreach, Nonprofits, Sales Management, Event Management, Curriculum Design, Project Management, Process Scheduler, System Administration, Volunteering, Sales, Creative Writing, Blogging, Strategic Planning, Process Improvement, Cpr Certified
Education
St. John's University 1964 — 1969
Bachelor's Degree, Social Studies Teacher Education
U.S. Securities and Exchange Commission January 2014 - Present
Federal Reserve Bank of Chicago 2009 - January 2014
Tradition North America December 1996 - May 2008
Martin Bierbaum Inc. September 1991 - December 1996
Lasser Marshall 1990 - August 1991
Bank of Tokyo-Mitsubishi UFJ 1988 - 1990
Skills
Derivatives, Liquidity Risk, Risk Management, Interest Rate Risk..., ALM, Trading System, Trading, Trading Operations, Trading Strategies, Trading Software, Financial Risk, Capital Markets, Market Risk, Financial Analysis, Swaps, FX Options, Credit Risk, Money Market, Fixed Income, Economics, Liquidity, Securities, Basel II, Structured Finance, Operational Risk, Financial Institutions, Communication, Financial Markets, Banking
Education
University of Maryland College Park 1985 — 1988
BA, Economics
Saint Peter's University 1994 — 1998
Master of Business Administration (M.B.A.), International Business, 3.3/4.0
Saint Peter's University 1994 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.3/4.0
Tradition 1998 - Present
Lasser Marshall March 1988 - December 1998
Savings Banks Trust August 1986 - March 1988
Education
State University of New York at Stony Brook 1982 — 1986
Bachelor of Science (B.S.), Applied Mathematics/Economics