Lighthouse Financial Group, LLC
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Lighthouse Financial Group, LLC Employees
Employee
Years
Job
Industry
Jay Decker Jay Decker's Lighthouse Financial Group, LLC Experience December 2009 - August 2010
Job CEO/President Gunn&Hook gunnhook.com
Industry Internet
Experience
Gunn&Hook May 2013 - Present
Churchill Capital, LP September 2010 - July 2013
Lighthouse Financial Group, LLC December 2009 - August 2010
Portland Press Herald 2009 - 2009
BTWW Retail January 2006 - February 2007
Carlson Capital December 1993 - June 2002
Skills
Hedge Funds, Equities, Private Equity, Alternative Investments, Risk Management, Asset Managment, Investments, Trading, Securities, Portfolio Management, Brokerage, Equity Trading, Due Diligence, Investment Strategies, Hunting, Fishing, Fly Fishing, Social Media, Internet Entrepreneur, Series 63, Finance, Asset Allocation, Financial Markets, Asset Management, Wealth Management, Options, Financial Modeling, Venture Capital, Series 7, Investment Management, Mergers & Acquisitions, Advertising, Bloomberg, Capital Markets, Customer Service, Electronic Trading, Equity Research, Financial Services, Fixed Income, Investment Banking, Investor Relations, Management, Marketing, Marketing Strategy, Mutual Funds, Public Relations, Sales, Social Media Marketing, Strategic Planning
Education
Dartmouth College 1989 — 1993
BA, English
Dartmouth College 1989 — 1993
Bachelor's degree, English Language and Literature/Letters
Gunn&Hook May 2013 - Present
Churchill Capital, LP September 2010 - July 2013
Lighthouse Financial Group, LLC December 2009 - August 2010
Portland Press Herald 2009 - 2009
BTWW Retail January 2006 - February 2007
Carlson Capital December 1993 - June 2002
Skills
Hedge Funds, Equities, Private Equity, Alternative Investments, Risk Management, Asset Managment, Investments, Trading, Securities, Portfolio Management, Brokerage, Equity Trading, Due Diligence, Investment Strategies, Hunting, Fishing, Fly Fishing, Social Media, Internet Entrepreneur, Series 63, Finance, Asset Allocation, Financial Markets, Asset Management, Wealth Management, Options, Financial Modeling, Venture Capital, Series 7, Investment Management, Mergers & Acquisitions, Advertising, Bloomberg, Capital Markets, Customer Service, Electronic Trading, Equity Research, Financial Services, Fixed Income, Investment Banking, Investor Relations, Management, Marketing, Marketing Strategy, Mutual Funds, Public Relations, Sales, Social Media Marketing, Strategic Planning
Education
Dartmouth College 1989 — 1993
BA, English
Dartmouth College 1989 — 1993
Bachelor's degree, English Language and Literature/Letters
Danielle Howard, CFP® / Financial Life Planner Danielle Howard, CFP® / Financial Life Planner's Lighthouse Financial Group, LLC Experience January 2007 - March 2014
Job Owner at Wealth By Design, LLC
Industry Financial Services
Experience
Wealth By Design, LLC June 2013 - Present
Wealth By Design, LLC February 2012 - Present
Cambridge Investment Research February 2009 - Present
Lighthouse Financial group, LLC January 2007 - March 2014
Howard Financial Resources December 1991 - April 2013
Financial Network Investment Corporation, Member SIPC January 2007 - February 2009
ING Financial Partners May 2001 - January 2007
Principal Financial Group January 1991 - May 2001
Skills
Strategic Financial..., Wealth Management, Investments, Financial Advisory, Financial Planners, Holistic Health, Retirement Planning, Series 7, IRAs, Asset Managment, I help you create an..., Facilitate small group..., Walk clients through a..., Help you gain clairty..., Filter through..., Help clients create..., Educate and assist..., Work with a team to..., Discern the proper...
Education
Colorado State University 1980 — 1984
BA, Business
Money Quotient Financial Life Planning
Holistic Financial Life Planning
College for Financial Planning
Certified Financial Planner™ professional, Comprehensive financial planning
Wealth By Design, LLC June 2013 - Present
Wealth By Design, LLC February 2012 - Present
Cambridge Investment Research February 2009 - Present
Lighthouse Financial group, LLC January 2007 - March 2014
Howard Financial Resources December 1991 - April 2013
Financial Network Investment Corporation, Member SIPC January 2007 - February 2009
ING Financial Partners May 2001 - January 2007
Principal Financial Group January 1991 - May 2001
Skills
Strategic Financial..., Wealth Management, Investments, Financial Advisory, Financial Planners, Holistic Health, Retirement Planning, Series 7, IRAs, Asset Managment, I help you create an..., Facilitate small group..., Walk clients through a..., Help you gain clairty..., Filter through..., Help clients create..., Educate and assist..., Work with a team to..., Discern the proper...
Education
Colorado State University 1980 — 1984
BA, Business
Money Quotient Financial Life Planning
Holistic Financial Life Planning
College for Financial Planning
Certified Financial Planner™ professional, Comprehensive financial planning
Clare Gehrhardt Clare Gehrhardt's Lighthouse Financial Group, LLC Experience 2009 - 2010
Job Director at DTCC
Industry Financial Services
Experience
DTCC February 2013 - Present
DTCC February 2011 - February 2013
Lighthouse Financial Group, LLC 2009 - 2010
Bear Stearns 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
FpML, Derivatives, Dodd-Frank, Interest Rate..., Swaps, Credit Derivatives, Equity Derivatives, Financial Risk, Electronic Trading, Financial Markets, FX Options, Market Data, Portfolio Management, User Acceptance Testing, Business Analysis, EMIR, Foreign Exchange, Operational Risk, Prime Brokerage, Trading, Operational Risk..., Trading Systems, Financial Services, CRM, SDLC, Business Process, Structured Products
Education
Manhattan College 2002 — 2006
DTCC February 2013 - Present
DTCC February 2011 - February 2013
Lighthouse Financial Group, LLC 2009 - 2010
Bear Stearns 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
FpML, Derivatives, Dodd-Frank, Interest Rate..., Swaps, Credit Derivatives, Equity Derivatives, Financial Risk, Electronic Trading, Financial Markets, FX Options, Market Data, Portfolio Management, User Acceptance Testing, Business Analysis, EMIR, Foreign Exchange, Operational Risk, Prime Brokerage, Trading, Operational Risk..., Trading Systems, Financial Services, CRM, SDLC, Business Process, Structured Products
Education
Manhattan College 2002 — 2006
Robert Banjany Robert Banjany's Lighthouse Financial Group, LLC Experience July 2009 - August 2010
Job Global Equities at Maxim Group
Industry Financial Services
Experience
Maxim Group October 2010 - Present
Lighthouse Financial Group, LLC July 2009 - August 2010
Bear Stearns June 2007 - October 2008
Education
Monmouth University 2003 — 2007
B.S., Business Finance/Information Technology
Maxim Group October 2010 - Present
Lighthouse Financial Group, LLC July 2009 - August 2010
Bear Stearns June 2007 - October 2008
Education
Monmouth University 2003 — 2007
B.S., Business Finance/Information Technology
Teresa M. Hodgson Teresa M. Hodgson's Lighthouse Financial Group, LLC Experience March 2002 - August 2004
Job Purchased Transportation Supervisor at Dynamex
Industry Financial Services
Experience
Dynamex August 2014 - April 2015
The Law Offices of Rachel A. Moreau Newby May 2011 - August 2014
I3 Group December 2010 - April 2011
Lighthouse Financial Group November 2007 - May 2009
Prudential Starck Realtors May 2006 - October 2008
DMX, Inc March 2007 - November 2007
Shodeen Management October 2004 - November 2005
Lighthouse Financial Group, LLC March 2002 - August 2004
PETCO Animal Supplies, Inc. May 2000 - February 2002
Skills
Training, Management, Leadership, Budgets, Sales, Team Leadership, Marketing, Software Documentation, Human Resources, Customer Service, Project Management, Outlook, Payroll, Finance, Cross-functional Team...
Education
Keller Graduate School of Management of DeVry University 2001 — 2005
MBA, Business Adminstration
University of Nebraska-Lincoln 1998 — 2000
Bachelors in Business Management, Management
Elgin Community College 1996 — 1998
Associtate Degree, General Study
Dynamex August 2014 - April 2015
The Law Offices of Rachel A. Moreau Newby May 2011 - August 2014
I3 Group December 2010 - April 2011
Lighthouse Financial Group November 2007 - May 2009
Prudential Starck Realtors May 2006 - October 2008
DMX, Inc March 2007 - November 2007
Shodeen Management October 2004 - November 2005
Lighthouse Financial Group, LLC March 2002 - August 2004
PETCO Animal Supplies, Inc. May 2000 - February 2002
Skills
Training, Management, Leadership, Budgets, Sales, Team Leadership, Marketing, Software Documentation, Human Resources, Customer Service, Project Management, Outlook, Payroll, Finance, Cross-functional Team...
Education
Keller Graduate School of Management of DeVry University 2001 — 2005
MBA, Business Adminstration
University of Nebraska-Lincoln 1998 — 2000
Bachelors in Business Management, Management
Elgin Community College 1996 — 1998
Associtate Degree, General Study
Armand Guri's Lighthouse Financial Group, LLC Experience December 2008 - September 2010
Job Sales Private Equity Software at eFront
Industry Financial Services
Experience
eFront April 2015 - Present
Crystal & Company May 2012 - January 2014
JPMorgan Chase December 2010 - May 2012
Lighthouse Financial Group, LLC December 2008 - September 2010
North Central Bronx Hospital July 2006 - August 2007
Skills
Risk Management, Insurance, Banking, Private Equity, Financial Services, Portfolio Management, Due Diligence, Investments, Marketing, Finance, Treasury, Property & Casualty..., Loans, Employee Benefits
Education
Baruch College 2007 — 2010
Baruch College, City University of New York (CUNY)
eFront April 2015 - Present
Crystal & Company May 2012 - January 2014
JPMorgan Chase December 2010 - May 2012
Lighthouse Financial Group, LLC December 2008 - September 2010
North Central Bronx Hospital July 2006 - August 2007
Skills
Risk Management, Insurance, Banking, Private Equity, Financial Services, Portfolio Management, Due Diligence, Investments, Marketing, Finance, Treasury, Property & Casualty..., Loans, Employee Benefits
Education
Baruch College 2007 — 2010
Baruch College, City University of New York (CUNY)
Sherry Taha's Lighthouse Financial Group, LLC Experience March 2014 - January 2015
Job Operations Analyst
Industry Cosmetics
Experience
(MALIN+GOETZ) January 2015 - Present
Lighthouse Financial Group, LLC March 2014 - January 2015
ALDO Group August 2011 - July 2014
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Time Management, Loss Prevention, Management, Merchandising, Public Relations, Sales, Market Research, Marketing, Public Speaking, Research, Social Media, CRM
Education
Hofstra University 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General, Cumulative GPA 3.83 Major GPA 4.0
(MALIN+GOETZ) January 2015 - Present
Lighthouse Financial Group, LLC March 2014 - January 2015
ALDO Group August 2011 - July 2014
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Time Management, Loss Prevention, Management, Merchandising, Public Relations, Sales, Market Research, Marketing, Public Speaking, Research, Social Media, CRM
Education
Hofstra University 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General, Cumulative GPA 3.83 Major GPA 4.0
Joshua Rosen, CAIA's Lighthouse Financial Group, LLC Experience May 2009 - December 2010
Job Investment Associate at Aflac
Industry Financial Services
Experience
Aflac March 2015 - Present
Federal Street Partner, LLC July 2013 - March 2015
HedgeMark International LLC 2011 - July 2013
Lighthouse Financial Group, LLC May 2009 - December 2010
Skills
Due Diligence, Microsoft Excel, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Financial Analysis, ETFs, Investor Relations, Equity Derivatives, Finance
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance
Aflac March 2015 - Present
Federal Street Partner, LLC July 2013 - March 2015
HedgeMark International LLC 2011 - July 2013
Lighthouse Financial Group, LLC May 2009 - December 2010
Skills
Due Diligence, Microsoft Excel, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Financial Analysis, ETFs, Investor Relations, Equity Derivatives, Finance
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance
Trisha Regan Trisha Regan's Lighthouse Financial Group, LLC Experience February 2011 - June 2012
Job Sales Manager
Industry Restaurants
Experience
Sin City Gold Buyers 2012 - 2014
Lighthouse Financial Group, LLC February 2011 - June 2012
Simply VIP Weddings August 2008 - June 2009
Cash Land February 2003 - April 2008
Skills
Consumer Lending, Asset Based Lending, Customer Retention, Customer Satisfaction, Luxury Goods, Inventory Management, Online Marketing, Sales Management, Employee Relations, Employee Management, Contract Management, Contract Negotiation, Loan Origination, Loan Servicing, Management, Operations Management, Event Management, Bail Bonds, Financial Services, Banking, Risk Management, Back Office, Financial Risk, Branch Management, Lines Of Credit, Cross Selling, Financial Institutions
Education
The International School of Hospitality 2007 — 2007
Certified, Wedding Coordinator
University of Nevada-Reno 1996 — 1997
Business Administration and Management, General
Sin City Gold Buyers 2012 - 2014
Lighthouse Financial Group, LLC February 2011 - June 2012
Simply VIP Weddings August 2008 - June 2009
Cash Land February 2003 - April 2008
Skills
Consumer Lending, Asset Based Lending, Customer Retention, Customer Satisfaction, Luxury Goods, Inventory Management, Online Marketing, Sales Management, Employee Relations, Employee Management, Contract Management, Contract Negotiation, Loan Origination, Loan Servicing, Management, Operations Management, Event Management, Bail Bonds, Financial Services, Banking, Risk Management, Back Office, Financial Risk, Branch Management, Lines Of Credit, Cross Selling, Financial Institutions
Education
The International School of Hospitality 2007 — 2007
Certified, Wedding Coordinator
University of Nevada-Reno 1996 — 1997
Business Administration and Management, General
Cindy Rothborth's Lighthouse Financial Group, LLC Experience 2007 - 2010
Job Email Marketing Director
Industry Marketing and Advertising
Experience
Take 5 Solutions LLC January 2015 - Present
Green Key Resources July 2011 - June 2013
Lighthouse Financial Group, LLC 2007 - 2010
Direct Access Partners 2006 - 2007
Fortis Investments 2003 - 2005
Oppenheimer & Co. 1998 - 2003
Skills
Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Securities, Capital Markets, Financial Services, Email Marketing
Education
Boston University
B.S., Accounting
Take 5 Solutions LLC January 2015 - Present
Green Key Resources July 2011 - June 2013
Lighthouse Financial Group, LLC 2007 - 2010
Direct Access Partners 2006 - 2007
Fortis Investments 2003 - 2005
Oppenheimer & Co. 1998 - 2003
Skills
Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Portfolio Management, Securities, Capital Markets, Financial Services, Email Marketing
Education
Boston University
B.S., Accounting
Moya Campbell's Lighthouse Financial Group, LLC Experience July 2007 - Present
Job Director of Marketing and Client Relations at Lighthouse Financial Group, LLC
Industry Financial Services
Experience
Lighthouse FInancial Group, LLC July 2007 - Present
McCar Homes June 2005 - July 2007
Peachtree Corners Veterinary Clinic September 2004 - June 2005
Skills
Financial Services, Strategic Planning, Microsoft Office, Microsoft Excel, Direct Marketing, Email Marketing, Customer Acquisition, Manage Client..., Customer Service, CRM
Education
DeVry University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Information Systems
Keller Graduate School of Management of DeVry University
Lighthouse FInancial Group, LLC July 2007 - Present
McCar Homes June 2005 - July 2007
Peachtree Corners Veterinary Clinic September 2004 - June 2005
Skills
Financial Services, Strategic Planning, Microsoft Office, Microsoft Excel, Direct Marketing, Email Marketing, Customer Acquisition, Manage Client..., Customer Service, CRM
Education
DeVry University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Information Systems
Keller Graduate School of Management of DeVry University
Steve Zweier Steve Zweier's Lighthouse Financial Group, LLC Experience December 2009 - October 2010
Job Software Engineer ( iOS ) at Percolate, Inc
Industry Computer Software
Experience
Percolate, Inc August 2013 - Present
Home August 2009 - Present
Fueled November 2012 - August 2013
Resolute Digital, LLC December 2010 - November 2012
Lighthouse Financial Group, LLC December 2009 - October 2010
Skills
Objective-C, Xcode, iPhone Application..., iOS, HTML, Mac OS X, Interface Builder, Microsoft Office, C++, Java, OS X, iPad, Software Development, iPhone, iPad Development, Mobile Devices
Education
Manhattan College 2005 — 2008
Bachelor of Arts (B.A.), Computer Science
St. Francis Preparatory 2001 — 2005
Percolate, Inc August 2013 - Present
Home August 2009 - Present
Fueled November 2012 - August 2013
Resolute Digital, LLC December 2010 - November 2012
Lighthouse Financial Group, LLC December 2009 - October 2010
Skills
Objective-C, Xcode, iPhone Application..., iOS, HTML, Mac OS X, Interface Builder, Microsoft Office, C++, Java, OS X, iPad, Software Development, iPhone, iPad Development, Mobile Devices
Education
Manhattan College 2005 — 2008
Bachelor of Arts (B.A.), Computer Science
St. Francis Preparatory 2001 — 2005
Steven Simmons's Lighthouse Financial Group, LLC Experience 2008 - 2010
Job Partner; Head of Alternative Investments at Sideris Capital Partners
Industry Financial Services
Experience
Sideris Capital Partners January 2013 - Present
Mind The Gap Consulting, LLC December 2010 - Present
Southport Harbor Associates 2012 - 2013
Lighthouse Financial Group, LLC 2008 - 2010
Terra Nova Financial 2005 - 2008
Skills
Hedge Funds, Prime Brokerage, Investment Banking, Alternative Investments, Capital Raising, Emerging Managers, Family Office, Capital, Investments, Mutual Funds, Financial Markets, Asset Management, Institutional..., Pension Funds, Equities, Public Speaking, Equity Trading, Trading, Fund Of Funds, Private Equity, Capital Markets, Fixed Income, ETFs, Derivatives, Venture Capital, Investment Management, Equity Research, Emerging Markets, Investment Strategies, Investor Relations, Asset Allocation, Wealth Management, Securities, Portfolio Management, Bloomberg, Options, Investment Advisory, Electronic Trading, Trading Systems, Equity Derivatives, Bonds
Education
Colgate University 1987 — 1991
B.A., International Relations
Boonton High School 1983 — 1987
Sideris Capital Partners January 2013 - Present
Mind The Gap Consulting, LLC December 2010 - Present
Southport Harbor Associates 2012 - 2013
Lighthouse Financial Group, LLC 2008 - 2010
Terra Nova Financial 2005 - 2008
Skills
Hedge Funds, Prime Brokerage, Investment Banking, Alternative Investments, Capital Raising, Emerging Managers, Family Office, Capital, Investments, Mutual Funds, Financial Markets, Asset Management, Institutional..., Pension Funds, Equities, Public Speaking, Equity Trading, Trading, Fund Of Funds, Private Equity, Capital Markets, Fixed Income, ETFs, Derivatives, Venture Capital, Investment Management, Equity Research, Emerging Markets, Investment Strategies, Investor Relations, Asset Allocation, Wealth Management, Securities, Portfolio Management, Bloomberg, Options, Investment Advisory, Electronic Trading, Trading Systems, Equity Derivatives, Bonds
Education
Colgate University 1987 — 1991
B.A., International Relations
Boonton High School 1983 — 1987
Jess Mogul's Lighthouse Financial Group, LLC Experience 2008 - April 2010
Job
Industry Financial Services
Experience
Independent SalesPragma Securities LLCApril 2011 - June 2013
Lighthouse Financial Group LLC 2008 - April 2010
Bear Stearns 2006 - November 2007
ITG September 2003 - January 2005
Instinet 1990 - 2002
Skills
Electronic Trading, Trading Systems, Equities, Equity Trading, Market Data, Trading System, Options, Trading, Hedge Funds, Financial Markets, Series 7, FX Options, Bloomberg, Equity Derivatives, Derivatives
Education
Duke University 1982 — 1985
BS, Computer Science
UNC Chapel Hill 1981 — 1982
Oyster Bay High School 1977 — 1981
Independent SalesPragma Securities LLCApril 2011 - June 2013
Lighthouse Financial Group LLC 2008 - April 2010
Bear Stearns 2006 - November 2007
ITG September 2003 - January 2005
Instinet 1990 - 2002
Skills
Electronic Trading, Trading Systems, Equities, Equity Trading, Market Data, Trading System, Options, Trading, Hedge Funds, Financial Markets, Series 7, FX Options, Bloomberg, Equity Derivatives, Derivatives
Education
Duke University 1982 — 1985
BS, Computer Science
UNC Chapel Hill 1981 — 1982
Oyster Bay High School 1977 — 1981
Jason Maehr's Lighthouse Financial Group, LLC Experience January 2010 - July 2010
Job IHC Program Manager: Prime Brokerage & SBL Trading at UBS
Industry Financial Services
Experience
UBS via MAKOSI Consulting February 2015 - Present
BNP Paribas February 2014 - February 2015
Pennbrook Energy 2012 - January 2015
HSBC Asset Management via Prospect33 Consulting January 2013 - January 2014
CoreOne Technologies March 2011 - December 2012
Barclays Capital September 2010 - March 2011
Lighthouse Financial Group, LLC January 2010 - July 2010
Link Brokers August 2007 - August 2009
RBC 2004 - 2007
Nomura 2000 - 2002
Skills
Trading Systems, Capital Markets, Fixed Income, Equities, Derivatives, Wealth Management, SDLC, Electronic Trading, Financial Services, Trading, Risk Management, Options, Sybase, Hedge Funds, Back Office, FX Options, Investment Banking, Financial Risk, Financial Markets, Banking, Equity Derivatives, Securities, Market Data, Requirements Gathering, Vendor Management, Bloomberg, Portfolio Management, Business Requirements, Interest Rate..., Market Risk, Equity Trading, Business Analysis
Education
University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Business/Managerial Economics
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science (BS), Economics
UBS via MAKOSI Consulting February 2015 - Present
BNP Paribas February 2014 - February 2015
Pennbrook Energy 2012 - January 2015
HSBC Asset Management via Prospect33 Consulting January 2013 - January 2014
CoreOne Technologies March 2011 - December 2012
Barclays Capital September 2010 - March 2011
Lighthouse Financial Group, LLC January 2010 - July 2010
Link Brokers August 2007 - August 2009
RBC 2004 - 2007
Nomura 2000 - 2002
Skills
Trading Systems, Capital Markets, Fixed Income, Equities, Derivatives, Wealth Management, SDLC, Electronic Trading, Financial Services, Trading, Risk Management, Options, Sybase, Hedge Funds, Back Office, FX Options, Investment Banking, Financial Risk, Financial Markets, Banking, Equity Derivatives, Securities, Market Data, Requirements Gathering, Vendor Management, Bloomberg, Portfolio Management, Business Requirements, Interest Rate..., Market Risk, Equity Trading, Business Analysis
Education
University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Business/Managerial Economics
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science (BS), Economics
R. Scott McIntire's Lighthouse Financial Group, LLC Experience June 2009 - May 2010
Job Director, Senior Strategist at Bank of America
Industry Investment Banking
Experience
Bank of America December 2014 - Present
Citi July 2010 - November 2014
Lighthouse Financial Group, LLC June 2009 - May 2010
JP Morgan June 2008 - May 2009
Bear Stearns January 2007 - June 2008
ITG, Inc. May 2004 - January 2007
Pfizer Pharmaceuticals 2002 - 2003
Curl Corporation November 2000 - January 2002
Intersystems, Inc 1999 - 2000
Chrysalis Symbolic Design(now part of Synopsys) January 1996 - October 1999
Skills
Series 7, Series 63, Perl, Options, Electronic Trading, Alternative Investments, Risk Management, Market Data, Analytics, Equities, Trading Strategies, Portfolio Management, Derivatives, Trading Systems, Financial Modeling, Management, Commodity, Equity Research, Proprietary Trading, Investment Banking, Equity Trading, Equity Derivatives, Quantitative Investing, Analysis, Fixed Income, Quantitative Analytics, Bloomberg, Hedge Funds, ETFs, Algorithms, Trading, Quantitative Finance, Financial Markets, Capital Markets, FX Options
Education
Brown University
Ph.D., Applied Mathematics
The University of British Columbia
BSc (Honors), Mathematics
Bank of America December 2014 - Present
Citi July 2010 - November 2014
Lighthouse Financial Group, LLC June 2009 - May 2010
JP Morgan June 2008 - May 2009
Bear Stearns January 2007 - June 2008
ITG, Inc. May 2004 - January 2007
Pfizer Pharmaceuticals 2002 - 2003
Curl Corporation November 2000 - January 2002
Intersystems, Inc 1999 - 2000
Chrysalis Symbolic Design(now part of Synopsys) January 1996 - October 1999
Skills
Series 7, Series 63, Perl, Options, Electronic Trading, Alternative Investments, Risk Management, Market Data, Analytics, Equities, Trading Strategies, Portfolio Management, Derivatives, Trading Systems, Financial Modeling, Management, Commodity, Equity Research, Proprietary Trading, Investment Banking, Equity Trading, Equity Derivatives, Quantitative Investing, Analysis, Fixed Income, Quantitative Analytics, Bloomberg, Hedge Funds, ETFs, Algorithms, Trading, Quantitative Finance, Financial Markets, Capital Markets, FX Options
Education
Brown University
Ph.D., Applied Mathematics
The University of British Columbia
BSc (Honors), Mathematics
Chris Searles's Lighthouse Financial Group, LLC Experience March 2008 - September 2009
Job Financial Planning and Analysis at MaritzCX
Industry Market Research
Experience
MaritzCX September 2015 - Present
Alliance Health, LLC January 2015 - Present
Alliance Health, LLC June 2014 - January 2015
Alliance Health Networks February 2013 - June 2014
Alliance Health Networks May 2011 - February 2013
Lighthouse Financial Group, LLC March 2008 - September 2009
Skills
Analysis, Analytics, Lead Generation, Account Management, Marketing, Advertising, CRM, Strategy, Customer Service, Management, Budgets
Education
Towson University
Bachelor of Science (BS), Business Administration and Management, General
MaritzCX September 2015 - Present
Alliance Health, LLC January 2015 - Present
Alliance Health, LLC June 2014 - January 2015
Alliance Health Networks February 2013 - June 2014
Alliance Health Networks May 2011 - February 2013
Lighthouse Financial Group, LLC March 2008 - September 2009
Skills
Analysis, Analytics, Lead Generation, Account Management, Marketing, Advertising, CRM, Strategy, Customer Service, Management, Budgets
Education
Towson University
Bachelor of Science (BS), Business Administration and Management, General
Richard Krill's Lighthouse Financial Group, LLC Experience 2007 - 2010
Job N/A
Industry Accounting
Experience
Payton Enterprises, LLC March 2015 - Present
Seton Securities Group September 2010 - December 2014
Lighthouse Financial Group, LLC 2007 - 2010
Seton Securities Group January 2005 - December 2007
Carlin Equities August 2002 - January 2005
Somerset Financial Group Inc. May 2000 - July 2002
Nesbitt Burns Securities August 1996 - April 2000
Skills
Start-ups, Financial Analysis, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Bookkeeping, Business Development, Business Analysis, General Ledger, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1983
bs, accounting
Payton Enterprises, LLC March 2015 - Present
Seton Securities Group September 2010 - December 2014
Lighthouse Financial Group, LLC 2007 - 2010
Seton Securities Group January 2005 - December 2007
Carlin Equities August 2002 - January 2005
Somerset Financial Group Inc. May 2000 - July 2002
Nesbitt Burns Securities August 1996 - April 2000
Skills
Start-ups, Financial Analysis, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Bookkeeping, Business Development, Business Analysis, General Ledger, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1983
bs, accounting
Mabel Lovett's Lighthouse Financial Group, LLC Experience March 2010 - August 2010
Job Executive Assistant to Senior Relationship Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2010 - Present
Lighthouse Financial Group, LLC March 2010 - August 2010
KBC Bank 2003 - 2010
PPM America 1996 - 2003
DIGITAL GROOVE ENTERTAINMENT 1995 - 1996
LANCOME, a division of Cosmair 1993 - 1995
J.A. Apparel 1989 - 1993
GIORGIO ARMANI FASHION CORPORATION 1988 - 1989
Skills
Administrative..., Office Management, Outlook, Lotus Notes, Event Planning, Microsoft Excel, Microsoft Office, Banking, PowerPoint, Budgets, Event Management, Notary Public, Concur, Project Management, Analysis, Customer Service, Financial Analysis
Education
Niagara University 1979 — 1983
BA, Biology - Life Sciences
Barclays Capital September 2010 - Present
Lighthouse Financial Group, LLC March 2010 - August 2010
KBC Bank 2003 - 2010
PPM America 1996 - 2003
DIGITAL GROOVE ENTERTAINMENT 1995 - 1996
LANCOME, a division of Cosmair 1993 - 1995
J.A. Apparel 1989 - 1993
GIORGIO ARMANI FASHION CORPORATION 1988 - 1989
Skills
Administrative..., Office Management, Outlook, Lotus Notes, Event Planning, Microsoft Excel, Microsoft Office, Banking, PowerPoint, Budgets, Event Management, Notary Public, Concur, Project Management, Analysis, Customer Service, Financial Analysis
Education
Niagara University 1979 — 1983
BA, Biology - Life Sciences
Rob Weinstein's Lighthouse Financial Group, LLC Experience June 2008 - August 2010
Job Managing Director Equities at FBN Securities Inc.
Industry Financial Services
Experience
FBN Securities Inc. January 2015 - Present
National Alliance Capital Markets November 2011 - January 2015
Dahlman Rose & Co. August 2010 - May 2011
Lighthouse Financial Group, LLC June 2008 - August 2010
Bear Stearns July 2004 - June 2008
Burlington Capital Markets April 2002 - July 2004
Instinet Corporation August 1992 - April 2002
Skills
Equities, Equity Trading, Hedge Funds, Trading, Series 7, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance, International Business
University of Florida 1980 — 1984
BS, Mathematics Educaton
FBN Securities Inc. January 2015 - Present
National Alliance Capital Markets November 2011 - January 2015
Dahlman Rose & Co. August 2010 - May 2011
Lighthouse Financial Group, LLC June 2008 - August 2010
Bear Stearns July 2004 - June 2008
Burlington Capital Markets April 2002 - July 2004
Instinet Corporation August 1992 - April 2002
Skills
Equities, Equity Trading, Hedge Funds, Trading, Series 7, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance, International Business
University of Florida 1980 — 1984
BS, Mathematics Educaton
Michael C.O. Morfit's Lighthouse Financial Group, LLC Experience January 2006 - January 2009
Job Founding Partner at Compass Point Partners, LLC
Industry Management Consulting
Experience
Compass Point Partners, LLC January 2010 - Present
MultiTrade Securities, LLC January 2009 - December 2010
Lighthouse Financial Group, LLC January 2006 - January 2009
Education
Hobart and William Smith Colleges 1979 — 1983
B.A., Economics
Compass Point Partners, LLC January 2010 - Present
MultiTrade Securities, LLC January 2009 - December 2010
Lighthouse Financial Group, LLC January 2006 - January 2009
Education
Hobart and William Smith Colleges 1979 — 1983
B.A., Economics