McMahan Securities
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McMahan Securities Employees
Employee
Years
Job
Industry
Kevin Hagan Kevin Hagan's McMahan Securities Experience January 2003 - April 2011
Job Registered Principal, Trading & Operations at Global Arena Capital Corp.
Industry Financial Services
Experience
Global Arena Capital Corp. December 2013 - June 2015
FURTHER LANE SECURITIES July 2012 - December 2013
McMahan Securities January 2003 - April 2011
PAX CLEARING CORP October 2000 - December 2002
J. F. HAWKEY October 1995 - October 2000
SWISS BANK CAPITAL MARKETS August 1989 - October 1995
MOORE, SCHLEY, CAMERON & CO December 1988 - August 1989
The Chicago Corporation October 1986 - December 1988
Skills
Series 7, Series 24, Series 55, Series 63, Bloomberg, Neovest, Real Tick, Instinet, Trade Master, Equity Trading, Equity Derivatives, Fixed Income, Options, US Treasuries, Operations Management, Trading, Equities, Securities, FINRA, Hedge Funds, Portfolio Management, Bonds, Trading Systems
Education
Mamaroneck High School
Mercy College
BS, Business Management
Global Arena Capital Corp. December 2013 - June 2015
FURTHER LANE SECURITIES July 2012 - December 2013
McMahan Securities January 2003 - April 2011
PAX CLEARING CORP October 2000 - December 2002
J. F. HAWKEY October 1995 - October 2000
SWISS BANK CAPITAL MARKETS August 1989 - October 1995
MOORE, SCHLEY, CAMERON & CO December 1988 - August 1989
The Chicago Corporation October 1986 - December 1988
Skills
Series 7, Series 24, Series 55, Series 63, Bloomberg, Neovest, Real Tick, Instinet, Trade Master, Equity Trading, Equity Derivatives, Fixed Income, Options, US Treasuries, Operations Management, Trading, Equities, Securities, FINRA, Hedge Funds, Portfolio Management, Bonds, Trading Systems
Education
Mamaroneck High School
Mercy College
BS, Business Management
Matthew Clemente Matthew Clemente's McMahan Securities Experience January 2010 - April 2011
Job RCSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2013 - Present
BCP Securities April 2011 - March 2012
McMahan Securities January 2010 - April 2011
BNY Mellon 2008 - 2009
Tradition 2005 - 2007
McMahan Securities 2002 - 2005
Skills
Microsoft Office, Omgeo Oasys, Omgeo ALERT, TradeMaster Database, Bloomberg Terminal, Microsoft Excel, Trace, Nasdaq Level III, Pershing Neovest, OATS, ACT, OFAC, AML, USA PATRIOT Act, Research, Analysis, Operations Management, Project Management, Presentations, Sales Operations, Finance, Compliance, Organizational Structure, Bloomberg, Alternative Investments, Equities, Fixed Income, Customer Service, Investments, Trading, Capital Markets
Education
Colby-Sawyer College 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Killington Mountain School 1994 — 1998
Morgan Stanley Wealth Management April 2013 - Present
BCP Securities April 2011 - March 2012
McMahan Securities January 2010 - April 2011
BNY Mellon 2008 - 2009
Tradition 2005 - 2007
McMahan Securities 2002 - 2005
Skills
Microsoft Office, Omgeo Oasys, Omgeo ALERT, TradeMaster Database, Bloomberg Terminal, Microsoft Excel, Trace, Nasdaq Level III, Pershing Neovest, OATS, ACT, OFAC, AML, USA PATRIOT Act, Research, Analysis, Operations Management, Project Management, Presentations, Sales Operations, Finance, Compliance, Organizational Structure, Bloomberg, Alternative Investments, Equities, Fixed Income, Customer Service, Investments, Trading, Capital Markets
Education
Colby-Sawyer College 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Killington Mountain School 1994 — 1998
Rosemarie Profeta Rosemarie Profeta's McMahan Securities Experience May 2011 - June 2012
Job Administrative Assistant/Office Manager
Industry Financial Services
Experience
I am currently seeking a full-time position in either the financial sector or medical field April 2015 - Present
Arch Street Capital LLC May 2014 - Present
Greenwich Hospital May 2013 - August 2013
Mcmahan Securities May 2011 - June 2012
Software by Design May 2011 - May 2012
McMahan Securites January 2004 - March 2011
Skills
Bloomberg, Bonds, Securities, Fixed Income, Series 7, Options, Equities, Hedge Funds, Financial Markets, Equity Research, Hedging, Capital Markets, Derivatives, Trading, Benefits Administration, Employee Benefits, Investments, Insurance, Portfolio Management, Cash Flow, Due Diligence, Financial Modeling, Financial Services, Venture Capital, Budgets, Financial Analysis, FINRA, Bloomberg Terminal, Valuation, Medical Billing, Applicant Tracking..., Employee Relations, Invoicing, Executive..., Mergers & Acquisitions, Investment Banking, Investor Relations, Corporate Finance, Back Office, Temporary Placement, Finance, Accounting, Risk Management, Corporate Events, Financial Reporting, Series 63, Deferred Compensation, Strategic Financial..., Executive Level..., New Hire Orientations
Education
NCC 2012 — 2013
1, Medical
Katherine Gibbs School 1992 — 1993
Secretarial Certificate
I am currently seeking a full-time position in either the financial sector or medical field April 2015 - Present
Arch Street Capital LLC May 2014 - Present
Greenwich Hospital May 2013 - August 2013
Mcmahan Securities May 2011 - June 2012
Software by Design May 2011 - May 2012
McMahan Securites January 2004 - March 2011
Skills
Bloomberg, Bonds, Securities, Fixed Income, Series 7, Options, Equities, Hedge Funds, Financial Markets, Equity Research, Hedging, Capital Markets, Derivatives, Trading, Benefits Administration, Employee Benefits, Investments, Insurance, Portfolio Management, Cash Flow, Due Diligence, Financial Modeling, Financial Services, Venture Capital, Budgets, Financial Analysis, FINRA, Bloomberg Terminal, Valuation, Medical Billing, Applicant Tracking..., Employee Relations, Invoicing, Executive..., Mergers & Acquisitions, Investment Banking, Investor Relations, Corporate Finance, Back Office, Temporary Placement, Finance, Accounting, Risk Management, Corporate Events, Financial Reporting, Series 63, Deferred Compensation, Strategic Financial..., Executive Level..., New Hire Orientations
Education
NCC 2012 — 2013
1, Medical
Katherine Gibbs School 1992 — 1993
Secretarial Certificate
Alan Streiter Alan Streiter's McMahan Securities Experience July 1996 - January 2008
Job Relationship Manager at Lenox Advisors | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors December 2011 - Present
Morgan Joseph TriArtisan LLC January 2008 - October 2011
McMahan Securities July 1996 - January 2008
Credit Lyonnais April 1992 - July 1996
Manufacturers Hanover Trust September 1990 - April 1992
Skills
Equities, Investment Banking, Securities, Hedge Funds, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance and International Business
University of Michigan - Stephen M. Ross School of Business 1983 — 1987
Bachelor of Business Administration, Finance
Baldwin High School
Lenox Advisors December 2011 - Present
Morgan Joseph TriArtisan LLC January 2008 - October 2011
McMahan Securities July 1996 - January 2008
Credit Lyonnais April 1992 - July 1996
Manufacturers Hanover Trust September 1990 - April 1992
Skills
Equities, Investment Banking, Securities, Hedge Funds, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance and International Business
University of Michigan - Stephen M. Ross School of Business 1983 — 1987
Bachelor of Business Administration, Finance
Baldwin High School
Marc J Friezo Marc J Friezo's McMahan Securities Experience September 1992 - December 1993
Job Managing Director Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management October 2011 - Present
Lydian Asset Management January 2003 - September 2011
Merrill Lynch June 1995 - November 2002
Merrill Lynch January 1994 - March 1995
McMahan Securities September 1992 - December 1993
ITT CORPORATION June 1987 - September 1992
Skills
Options, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Equities, Equity Derivatives, Fixed Income, Risk Management
Education
Texas Christian University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Washington Center
Advent Capital Management October 2011 - Present
Lydian Asset Management January 2003 - September 2011
Merrill Lynch June 1995 - November 2002
Merrill Lynch January 1994 - March 1995
McMahan Securities September 1992 - December 1993
ITT CORPORATION June 1987 - September 1992
Skills
Options, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Equities, Equity Derivatives, Fixed Income, Risk Management
Education
Texas Christian University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Washington Center
Ronald Fertig's McMahan Securities Experience January 2009 - March 2011
Job Head of Convertible Trading at BCP Securities
Industry Financial Services
Experience
BCP Securities April 2011 - Present
McMahan Securities January 2009 - March 2011
Centaur Performance Group, LLC January 2008 - March 2011
McMahan Securities January 1991 - December 2007
Pandick Inc January 1978 - December 1990
Skills
Hedge Funds, Alternative Investments, Asset Managment, Equities, Fixed Income, Series 7, Investments, Trading, Options, Capital Markets, Securities, Bonds, Investment Banking, Derivatives, Bloomberg, Equity Research, Portfolio Management, Financial Markets, Financial Modeling, Corporate Finance, Asset Management, Emerging Markets
Education
New York University 1985 — 1987
MA, Business Management
LIU Post 1974 — 1978
BA
BCP Securities April 2011 - Present
McMahan Securities January 2009 - March 2011
Centaur Performance Group, LLC January 2008 - March 2011
McMahan Securities January 1991 - December 2007
Pandick Inc January 1978 - December 1990
Skills
Hedge Funds, Alternative Investments, Asset Managment, Equities, Fixed Income, Series 7, Investments, Trading, Options, Capital Markets, Securities, Bonds, Investment Banking, Derivatives, Bloomberg, Equity Research, Portfolio Management, Financial Markets, Financial Modeling, Corporate Finance, Asset Management, Emerging Markets
Education
New York University 1985 — 1987
MA, Business Management
LIU Post 1974 — 1978
BA
Christine DePinto Christine DePinto's McMahan Securities Experience 1988 - 1990
Job Sr. Web Designer at TMC
Industry Internet
Experience
Technology Marketing Corporation (TMC) July 2012 - Present
Reed Exhibitions October 2007 - July 2012
Westport Public Library November 2006 - October 2007
Gartner 1990 - 1996
McMahan Securities 1988 - 1990
Skills
Responsive Web Design, Web Design, Web Development, Graphic Design, Digital Designs, Digital Marketing, HTML, CSS, Web Project Management, Email Marketing, InDesign, Photoshop, Dreamweaver, Adobe Creative Suite, Content Management, Client Relations Skills, Content Management..., CMS, SEO, Interaction Design, Microsoft Office Suite, QuarkXPress, Windows, Mac OS X, Organizational..., Project Management, Close Attention to...
Education
Sacred Heart University 2010 — 2015
Graduate Certification in Web Development, Computer Science & Information Technology, A
Sacred Heart University 2010 — 2014
Graduate Certification in Interactive Multimedia, Computer Science & Information Technology, A
Sacred Heart University 2010 — 2013
Graduate Certification in Information Technology, Computer Science & Information Technology, A
Bethany College 1984 — 1988
Bachelor of Arts, Communications. Minor in Computer Graphics
Technology Marketing Corporation (TMC) July 2012 - Present
Reed Exhibitions October 2007 - July 2012
Westport Public Library November 2006 - October 2007
Gartner 1990 - 1996
McMahan Securities 1988 - 1990
Skills
Responsive Web Design, Web Design, Web Development, Graphic Design, Digital Designs, Digital Marketing, HTML, CSS, Web Project Management, Email Marketing, InDesign, Photoshop, Dreamweaver, Adobe Creative Suite, Content Management, Client Relations Skills, Content Management..., CMS, SEO, Interaction Design, Microsoft Office Suite, QuarkXPress, Windows, Mac OS X, Organizational..., Project Management, Close Attention to...
Education
Sacred Heart University 2010 — 2015
Graduate Certification in Web Development, Computer Science & Information Technology, A
Sacred Heart University 2010 — 2014
Graduate Certification in Interactive Multimedia, Computer Science & Information Technology, A
Sacred Heart University 2010 — 2013
Graduate Certification in Information Technology, Computer Science & Information Technology, A
Bethany College 1984 — 1988
Bachelor of Arts, Communications. Minor in Computer Graphics
Tom VanBuskirk, CFA Tom VanBuskirk, CFA's McMahan Securities Experience May 2002 - February 2008
Job Capital Markets Analyst at National Association of Insurance Commissioners (NAIC)
Industry Capital Markets
Experience
National Association of Insurance Commissioners (NAIC) September 2014 - Present
Sidoti & Company, LLC March 2012 - May 2014
Maxim Group November 2011 - March 2012
Cowen and Company August 2010 - October 2011
Sterne Agee August 2009 - July 2010
Argent Funds Group February 2008 - May 2009
McMahan Securities May 2002 - February 2008
Troy Asset Management LLC September 2001 - February 2002
Silverado Capital Management LLC May 1997 - September 2001
Union Bank of Switzerland March 1995 - February 1997
Skills
Hedge Funds, Equity Research, Equities, Fixed Income, Alternative Investments, Capital Markets, Trading, Securities, High Yield, Derivatives, Asset Management, Bonds, Structured Finance, Fundamental Analysis, Portfolio Management, Investments, ETFs, Equity Trading, Valuation, Bloomberg, Convertible Bonds, Series 7, Options, Equity Derivatives, Buy-side, Financial Modeling, Research, Capital Structure, Risk Arbitrage, Convertible Arbitrage, Credit Analysis, FINRA, Institutional sales, Event Driven, Fixed Income Research, Fixed Income Trading, Series 63, Series 24, Series 55, Series 87, Chartered Financial..., Equity Valuation, Relative Value, Financial Markets, Sell Side, Bloomberg Terminal, Investment Management, Special Situations, Small Cap, Equity Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Finance
City University of New York-Baruch College 1982 — 1987
BBA, Finance and Investments
Bronx High School of Science 1976 — 1980
National Association of Insurance Commissioners (NAIC) September 2014 - Present
Sidoti & Company, LLC March 2012 - May 2014
Maxim Group November 2011 - March 2012
Cowen and Company August 2010 - October 2011
Sterne Agee August 2009 - July 2010
Argent Funds Group February 2008 - May 2009
McMahan Securities May 2002 - February 2008
Troy Asset Management LLC September 2001 - February 2002
Silverado Capital Management LLC May 1997 - September 2001
Union Bank of Switzerland March 1995 - February 1997
Skills
Hedge Funds, Equity Research, Equities, Fixed Income, Alternative Investments, Capital Markets, Trading, Securities, High Yield, Derivatives, Asset Management, Bonds, Structured Finance, Fundamental Analysis, Portfolio Management, Investments, ETFs, Equity Trading, Valuation, Bloomberg, Convertible Bonds, Series 7, Options, Equity Derivatives, Buy-side, Financial Modeling, Research, Capital Structure, Risk Arbitrage, Convertible Arbitrage, Credit Analysis, FINRA, Institutional sales, Event Driven, Fixed Income Research, Fixed Income Trading, Series 63, Series 24, Series 55, Series 87, Chartered Financial..., Equity Valuation, Relative Value, Financial Markets, Sell Side, Bloomberg Terminal, Investment Management, Special Situations, Small Cap, Equity Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Finance
City University of New York-Baruch College 1982 — 1987
BBA, Finance and Investments
Bronx High School of Science 1976 — 1980
Anna Darbaidze Anna Darbaidze's McMahan Securities Experience May 2010 - January 2011
Job Customer Success Manager at Bynder
Industry Information Technology and Services
Experience
Bynder September 2015 - Present
EF Education First July 2012 - September 2015
Experian Data Quality June 2011 - August 2012
McMahan Securities May 2010 - January 2011
Rhode Island for Community and Justice September 2010 - December 2010
Skills
Account Management, Business Strategy, CRM, Finance, Cold Calling, Lead Generation, Management, Leadership, Marketing, Microsoft Office, PowerPoint, SaaS, Sales, Sales Process, Salesforce.com, Solution Selling
Education
Bryant University 2007 — 2011
Bachelor of Arts, Applied Psychology, Business Administration
John Cabot University 2010 — 2010
Psychology
Bynder September 2015 - Present
EF Education First July 2012 - September 2015
Experian Data Quality June 2011 - August 2012
McMahan Securities May 2010 - January 2011
Rhode Island for Community and Justice September 2010 - December 2010
Skills
Account Management, Business Strategy, CRM, Finance, Cold Calling, Lead Generation, Management, Leadership, Marketing, Microsoft Office, PowerPoint, SaaS, Sales, Sales Process, Salesforce.com, Solution Selling
Education
Bryant University 2007 — 2011
Bachelor of Arts, Applied Psychology, Business Administration
John Cabot University 2010 — 2010
Psychology
Tirzah (Roberts) Hoffmann's McMahan Securities Experience August 2006 - July 2007
Job Field Sales Manager
Industry Wine and Spirits
Experience
Premier Beverage Company August 2013 - Present
Premier Beverage September 2009 - Present
A August 2002 - Present
Propell Corporation 2008 - 2009
Related Cervera Realty Services 2004 - 2009
McMahan Securities August 2006 - July 2007
Altima International, Inc. 2001 - 2002
Skills
Beverage Industry, Networking, Product Marketing, Marketing Research, Wine, Key Account Development, Marketing Strategy, Market Analysis, CRM, Alcoholic Beverages, Sales, Business Development, Brand Management, Selling, Employee Training, New Business Development, Wine Tasting, Account Management, Marketing, Start-ups, Management, Market Planning, Key Account Management, Social Media Marketing, Advertising, Public Relations, Trade Shows, Sales Operations, Brand Development, Cold Calling, Pricing, Sales Management, Sales Presentations, Wineries
Education
Florida State University 1995 — 2000
Master of Science, Interactive Marketing and Communication
Premier Beverage Company August 2013 - Present
Premier Beverage September 2009 - Present
A August 2002 - Present
Propell Corporation 2008 - 2009
Related Cervera Realty Services 2004 - 2009
McMahan Securities August 2006 - July 2007
Altima International, Inc. 2001 - 2002
Skills
Beverage Industry, Networking, Product Marketing, Marketing Research, Wine, Key Account Development, Marketing Strategy, Market Analysis, CRM, Alcoholic Beverages, Sales, Business Development, Brand Management, Selling, Employee Training, New Business Development, Wine Tasting, Account Management, Marketing, Start-ups, Management, Market Planning, Key Account Management, Social Media Marketing, Advertising, Public Relations, Trade Shows, Sales Operations, Brand Development, Cold Calling, Pricing, Sales Management, Sales Presentations, Wineries
Education
Florida State University 1995 — 2000
Master of Science, Interactive Marketing and Communication
Anthony Peretore, CFA, CAIA Anthony Peretore, CFA, CAIA's McMahan Securities Experience April 2006 - March 2011
Job Associate Director at Commonfund
Industry Financial Services
Experience
Commonfund November 2011 - Present
BCP Securities March 2011 - November 2011
McMahan Securities April 2006 - March 2011
Skills
Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Investments, Portfolio Management, Research, Risk Management, Hedge Funds, Derivatives, Valuation, Securities, Series 7, Asset Allocation, Series 63, Fund Of Funds, Financial Services, Alternative Investments
Education
Saint Joseph's University 2000 — 2004
BA, Political Science, Business
Hopkins School 1994 — 2000
Commonfund November 2011 - Present
BCP Securities March 2011 - November 2011
McMahan Securities April 2006 - March 2011
Skills
Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Investments, Portfolio Management, Research, Risk Management, Hedge Funds, Derivatives, Valuation, Securities, Series 7, Asset Allocation, Series 63, Fund Of Funds, Financial Services, Alternative Investments
Education
Saint Joseph's University 2000 — 2004
BA, Political Science, Business
Hopkins School 1994 — 2000
Rick Hochman's McMahan Securities Experience June 2003 - March 2011
Job Senior Convertible Pricing Analyst Enterprise Solutions at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP August 2015 - Present
BCP Securities November 2011 - July 2015
McMahan Securities June 2003 - March 2011
Robertson Stephens January 1999 - May 2002
Resource Real Estate Group, Inc. March 1999 - June 2000
Skills
High Yield, Credit Analysis, Convertible Bonds, Commercial Lending, Real Estate, Loans, Commercial Banking, Investment Properties, Credit, Credit Risk, Securities, Research, Fixed Income, Equity Research, Bloomberg, Capital Markets, Bonds, Valuation, Debt, Financial Markets, Capital Structure, Financial Modeling, Financial Analysis, Series 7, DCF, Cash Flow, Corporate Finance, Bloomberg Terminal, Hedging, Equities, Portfolio Management, Derivatives, Hedge Funds, Investment Banking, Asset Management, Equity Valuation, Alternative Investments, Leveraged Finance, Options, Investments, Structured Products, Special Situations, Private Equity, Structured Finance, Trading, LBO, Emerging Markets
Education
Duke University - The Fuqua School of Business
MBA, Finance
Tufts University
BA, Economics, Psychology
The London School of Economics and Political Science (LSE)
General, Economics, Psychology
King School
High School Diploma, AP Courses
Bloomberg LP August 2015 - Present
BCP Securities November 2011 - July 2015
McMahan Securities June 2003 - March 2011
Robertson Stephens January 1999 - May 2002
Resource Real Estate Group, Inc. March 1999 - June 2000
Skills
High Yield, Credit Analysis, Convertible Bonds, Commercial Lending, Real Estate, Loans, Commercial Banking, Investment Properties, Credit, Credit Risk, Securities, Research, Fixed Income, Equity Research, Bloomberg, Capital Markets, Bonds, Valuation, Debt, Financial Markets, Capital Structure, Financial Modeling, Financial Analysis, Series 7, DCF, Cash Flow, Corporate Finance, Bloomberg Terminal, Hedging, Equities, Portfolio Management, Derivatives, Hedge Funds, Investment Banking, Asset Management, Equity Valuation, Alternative Investments, Leveraged Finance, Options, Investments, Structured Products, Special Situations, Private Equity, Structured Finance, Trading, LBO, Emerging Markets
Education
Duke University - The Fuqua School of Business
MBA, Finance
Tufts University
BA, Economics, Psychology
The London School of Economics and Political Science (LSE)
General, Economics, Psychology
King School
High School Diploma, AP Courses
Gwendolyn Gray's McMahan Securities Experience May 2000 - January 2005
Job Retail Sales Associate at Lord & Taylor
Industry Financial Services
Experience
Lord & Taylor November 2010 - March 2015
StayWell Health Management November 2007 - October 2008
Spencer Stuart March 2007 - October 2007
Commonfund June 2006 - February 2007
Gerald Metals, Inc. May 2005 - June 2006
McMahan Securities May 2000 - January 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Time Management, Training, Event Planning, Outlook, Budgets, Administrative..., Human Resources, Sales, Accounting, Accounts Payable, Interviews, Team Building, Leadership, Data Entry
Education
Katherine Gibbs 1978 — 1979
One Year Secretarial Studies Degree, Administrative Assistant and Secretarial Science, General
Skidmore College 1975 — 1977
Business Administration Major, Business Administration Major
New Canaan High School
New Canaan High School
Lord & Taylor November 2010 - March 2015
StayWell Health Management November 2007 - October 2008
Spencer Stuart March 2007 - October 2007
Commonfund June 2006 - February 2007
Gerald Metals, Inc. May 2005 - June 2006
McMahan Securities May 2000 - January 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Time Management, Training, Event Planning, Outlook, Budgets, Administrative..., Human Resources, Sales, Accounting, Accounts Payable, Interviews, Team Building, Leadership, Data Entry
Education
Katherine Gibbs 1978 — 1979
One Year Secretarial Studies Degree, Administrative Assistant and Secretarial Science, General
Skidmore College 1975 — 1977
Business Administration Major, Business Administration Major
New Canaan High School
New Canaan High School
Michael Fee's McMahan Securities Experience September 2005 - February 2011
Job Director, Convertible Bond Desk at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC July 2014 - Present
BCP Securities 2011 - July 2014
McMahan Securities September 2005 - February 2011
Skills
Hedge Funds, Securities, Equities, Series 7, Bloomberg, Investments, Capital Markets, Trading, Bonds, Corporate Finance, Finance, Series 63, Fixed Income, Microsoft Excel, Alternative Investments, Portfolio Management, Derivatives, Microsoft Office, Financial Markets, Options, Asset Management
Education
New York University 2000 — 2003
MBA, Finance
Boston College 1989 — 1993
BA, Psychology
Scarsdale Highschool 1985 — 1989
EDGEWOOD eagles
BTIG, LLC July 2014 - Present
BCP Securities 2011 - July 2014
McMahan Securities September 2005 - February 2011
Skills
Hedge Funds, Securities, Equities, Series 7, Bloomberg, Investments, Capital Markets, Trading, Bonds, Corporate Finance, Finance, Series 63, Fixed Income, Microsoft Excel, Alternative Investments, Portfolio Management, Derivatives, Microsoft Office, Financial Markets, Options, Asset Management
Education
New York University 2000 — 2003
MBA, Finance
Boston College 1989 — 1993
BA, Psychology
Scarsdale Highschool 1985 — 1989
EDGEWOOD eagles
Harry Gallack's McMahan Securities Experience June 1985 - December 2001
Job Financial Services Professional | Compliance | Operations | Insurance
Industry Financial Services
Experience
The Gallack Group, LLC May 2009 - Present
Fairview Investment Services September 2012 - June 2013
Argent Funds Group March 2005 - July 2008
Argent Funds Group January 2002 - August 2005
McMahan Securities June 1985 - December 2001
Skills
Hedge Funds, Securities, Fixed Income, Mutual Funds, Alternative Investments, Series 7, Equities, Investments, Capital Markets, Asset Management, Options, Derivatives, Wealth Management, Retirement Planning, Portfolio Management, Risk Management, Asset Managment, Series 63, Financial Analysis, Financial Services, Insurance
Education
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Political Science
The Gallack Group, LLC May 2009 - Present
Fairview Investment Services September 2012 - June 2013
Argent Funds Group March 2005 - July 2008
Argent Funds Group January 2002 - August 2005
McMahan Securities June 1985 - December 2001
Skills
Hedge Funds, Securities, Fixed Income, Mutual Funds, Alternative Investments, Series 7, Equities, Investments, Capital Markets, Asset Management, Options, Derivatives, Wealth Management, Retirement Planning, Portfolio Management, Risk Management, Asset Managment, Series 63, Financial Analysis, Financial Services, Insurance
Education
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Political Science
William Fertig's McMahan Securities Experience 1990 - 2002
Job Managing Member, Context Capital Mangement,LLC
Industry Investment Management
Experience
ProFund Advisors LLC June 2011 - Present
ProShare Advisors, LLC June 2011 - Present
Context Capital Management, LLC September 2002 - Present
Key Energy Services March 2000 - Present
McMahan Securities 1990 - 2002
Drexel Burnham Lambert 1989 - 1990
Credit Suisse 1980 - 1989
Skills
Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Private Equity, Financial Modeling, Securities, Asset Management, Investments, Options, Portfolio Management, Mergers & Acquisitions, Valuation, Management, Equities, Capital Markets, Hedging, Asset Managment, Due Diligence, Trading, Investment Banking, Equity Derivatives, Series 7, Bloomberg, Corporate Finance
Education
Allegheny College
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
ProFund Advisors LLC June 2011 - Present
ProShare Advisors, LLC June 2011 - Present
Context Capital Management, LLC September 2002 - Present
Key Energy Services March 2000 - Present
McMahan Securities 1990 - 2002
Drexel Burnham Lambert 1989 - 1990
Credit Suisse 1980 - 1989
Skills
Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Private Equity, Financial Modeling, Securities, Asset Management, Investments, Options, Portfolio Management, Mergers & Acquisitions, Valuation, Management, Equities, Capital Markets, Hedging, Asset Managment, Due Diligence, Trading, Investment Banking, Equity Derivatives, Series 7, Bloomberg, Corporate Finance
Education
Allegheny College
BS, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Chris Sferruzzo's McMahan Securities Experience March 2003 - September 2008
Job Portfolio Manager at Lazard Alternative Investments
Industry Financial Services
Experience
Lazard Alternative Investments October 2008 - Present
McMahan Securities March 2003 - September 2008
Clinton Group May 1999 - February 2003
Dreyfus 1998 - 1999
Education
The University of Connecticut School of Business
MBA, Finance
Lazard Alternative Investments October 2008 - Present
McMahan Securities March 2003 - September 2008
Clinton Group May 1999 - February 2003
Dreyfus 1998 - 1999
Education
The University of Connecticut School of Business
MBA, Finance
Jocelyn Agnes Moreno's McMahan Securities Experience January 2004 - April 2009
Job College and Career Advisor at Sports and Arts in Schools Foundation
Industry Education Management
Experience
Sports and Arts in Schools Foundation April 2013 - Present
William Cullen Bryant High School March 2012 - Present
Philippine Basketball Ministry November 2009 - Present
The College of New Rochelle September 2012 - November 2012
William Cullen Bryant High School December 2011 - June 2012
Arkow Enterprises, Inc. January 2011 - May 2011
McMahan Securities January 2004 - April 2009
McMahan Securities July 2002 - July 2004
DeVry University March 2000 - June 2002
McMahan Securities August 1999 - January 2000
Skills
Student Counseling, Career Counseling, Customer Service, Tagalog, Organization, Goal Oriented, Microsoft Office, Microsoft Project, Multi Tasking, Positive Team Player, Problem Solving, Technical Skills, Innovativeness, Presentations, Networking, Detailed Oriented, OS X, MS Project, Data Entry, Resume Writing
Education
College of New Rochelle 2011 — 2012
Master's of Science, Counselor Education/School Counseling and Guidance Services, 3.806
DeVry University 1999 — 2002
Bachelor's of Professional Studies, Business Information Systems, 3.67
College of New Rochelle
Advance Certificate, Career Development
Sports and Arts in Schools Foundation April 2013 - Present
William Cullen Bryant High School March 2012 - Present
Philippine Basketball Ministry November 2009 - Present
The College of New Rochelle September 2012 - November 2012
William Cullen Bryant High School December 2011 - June 2012
Arkow Enterprises, Inc. January 2011 - May 2011
McMahan Securities January 2004 - April 2009
McMahan Securities July 2002 - July 2004
DeVry University March 2000 - June 2002
McMahan Securities August 1999 - January 2000
Skills
Student Counseling, Career Counseling, Customer Service, Tagalog, Organization, Goal Oriented, Microsoft Office, Microsoft Project, Multi Tasking, Positive Team Player, Problem Solving, Technical Skills, Innovativeness, Presentations, Networking, Detailed Oriented, OS X, MS Project, Data Entry, Resume Writing
Education
College of New Rochelle 2011 — 2012
Master's of Science, Counselor Education/School Counseling and Guidance Services, 3.806
DeVry University 1999 — 2002
Bachelor's of Professional Studies, Business Information Systems, 3.67
College of New Rochelle
Advance Certificate, Career Development
Peter Greca's McMahan Securities Experience August 1997 - December 1997
Job Chief Executive Officer at Clarkson Capital Markets
Industry Financial Services
Experience
Clarkson Capital Markets June 2011 - Present
SAC Capital Advisors, LLC January 2011 - May 2011
Exotix USA, Inc. January 2010 - December 2010
Aeneas Capital Advisors, LP February 2008 - January 2009
CF Global Trading, LLC June 2002 - February 2008
Aeneas Capital Management, LP November 2000 - June 2002
Bluestone Capital April 2000 - November 2000
SAC Capital Advisors, LLC July 1998 - April 2000
UBS December 1997 - July 1998
McMahan Securities August 1997 - December 1997
Skills
Hedge Funds, Fixed Income, Securities, Trading, Capital Markets, Compliance, Trade Compliance, Start-ups, Broker-Dealer, International, International...
Education
Hofstra University 1996 — 1997
MBA, Finance
Central Connecticut State University 1990 — 1996
BS, Finance
Clarkson Capital Markets June 2011 - Present
SAC Capital Advisors, LLC January 2011 - May 2011
Exotix USA, Inc. January 2010 - December 2010
Aeneas Capital Advisors, LP February 2008 - January 2009
CF Global Trading, LLC June 2002 - February 2008
Aeneas Capital Management, LP November 2000 - June 2002
Bluestone Capital April 2000 - November 2000
SAC Capital Advisors, LLC July 1998 - April 2000
UBS December 1997 - July 1998
McMahan Securities August 1997 - December 1997
Skills
Hedge Funds, Fixed Income, Securities, Trading, Capital Markets, Compliance, Trade Compliance, Start-ups, Broker-Dealer, International, International...
Education
Hofstra University 1996 — 1997
MBA, Finance
Central Connecticut State University 1990 — 1996
BS, Finance
Sallyanne Truglia's McMahan Securities Experience 2003 - September 2011
Job Human Resource Manager / Office Administrator
Industry Financial Services
Experience
New York Annual Conference of the United Methodist Church October 2011 - Present
McMahan Securities 2003 - September 2011
Centaur Performance Group 2003 - September 2011
Centaur Performance Group 2003 - 2004
City of Stamford, CT December 1999 - November 2001
Skills
401k, Policy, Insurance, Administration, Performance Management, Budgeting, Employee Relations, Benefits Administration, Benefits, Excel, Word, Microsoft Office, FMLA, Compensation, Employee Benefits, Customer Service, Onboarding, HR Policies, Change Management, Employment Law, Writing, Orientation, Workers Compensation, New Hire Orientation, Benefit Administration, Customer Relations, COBRA, Hiring, EEO, Records Management, Leaves Of Absence, Coaching, Organizational..., Ceridian, Microsoft Excel, Budgets, Human Resources, Time Management, Finance, Deferred Compensation, New Hire Orientations, Leadership, Training, Leave of Absence, Management, Microsoft Word, Securities, Organizational..., Recruiting
Education
Southern Connecticut State University
BS, Education
New York Annual Conference of the United Methodist Church October 2011 - Present
McMahan Securities 2003 - September 2011
Centaur Performance Group 2003 - September 2011
Centaur Performance Group 2003 - 2004
City of Stamford, CT December 1999 - November 2001
Skills
401k, Policy, Insurance, Administration, Performance Management, Budgeting, Employee Relations, Benefits Administration, Benefits, Excel, Word, Microsoft Office, FMLA, Compensation, Employee Benefits, Customer Service, Onboarding, HR Policies, Change Management, Employment Law, Writing, Orientation, Workers Compensation, New Hire Orientation, Benefit Administration, Customer Relations, COBRA, Hiring, EEO, Records Management, Leaves Of Absence, Coaching, Organizational..., Ceridian, Microsoft Excel, Budgets, Human Resources, Time Management, Finance, Deferred Compensation, New Hire Orientations, Leadership, Training, Leave of Absence, Management, Microsoft Word, Securities, Organizational..., Recruiting
Education
Southern Connecticut State University
BS, Education
Scott Dillinger's McMahan Securities Experience 1990 - 2011
Job Sr. Managing Director
Industry Financial Services
Experience
BCP Securities,LLC March 2011 - Present
McMahan Securities 1990 - 2011
Merrill Lynch 1983 - 1990
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Capital Markets, High Yield, Investment Banking, Equity Research, Alternative Investments, Investments, Financial Modeling
Education
Bethany College 1978 — 1982
Economics, Finance
BCP Securities,LLC March 2011 - Present
McMahan Securities 1990 - 2011
Merrill Lynch 1983 - 1990
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Capital Markets, High Yield, Investment Banking, Equity Research, Alternative Investments, Investments, Financial Modeling
Education
Bethany College 1978 — 1982
Economics, Finance
Bill Irvine, CFA's McMahan Securities Experience June 2005 - August 2005
Job Director of Business Development, Trek Medics International
Industry Financial Services
Experience
Trek Medics International May 2015 - Present
Pamli Capital Management LLC January 2011 - December 2014
Plainfield Asset Management January 2010 - December 2010
Plainfield Asset Management July 2008 - December 2009
Plainfield Asset Management January 2007 - June 2008
McMahan Securities June 2005 - August 2005
Bloomberg June 2004 - August 2004
Skills
Microsoft Excel, VBA, Interest Rate..., CLO, Trading, Credit Derivatives, Structured Products, Financial Risk..., SQL, Bloomberg, Tradar, Fixed Income, FX trading, Project Management, Equities, Capital Markets, Investments, Hedge Funds, Valuation, Derivatives, Portfolio Management, Alternative Investments, Options, Asset Management, Financial Modeling, Bonds, FX Options, Securities, Finance, Risk Management
Education
The Johns Hopkins University 2002 — 2006
Bachelor's Degree, Applied Mathematics (BS), Economics (BA)
Eaglebrook 1995 — 1998
Trek Medics International May 2015 - Present
Pamli Capital Management LLC January 2011 - December 2014
Plainfield Asset Management January 2010 - December 2010
Plainfield Asset Management July 2008 - December 2009
Plainfield Asset Management January 2007 - June 2008
McMahan Securities June 2005 - August 2005
Bloomberg June 2004 - August 2004
Skills
Microsoft Excel, VBA, Interest Rate..., CLO, Trading, Credit Derivatives, Structured Products, Financial Risk..., SQL, Bloomberg, Tradar, Fixed Income, FX trading, Project Management, Equities, Capital Markets, Investments, Hedge Funds, Valuation, Derivatives, Portfolio Management, Alternative Investments, Options, Asset Management, Financial Modeling, Bonds, FX Options, Securities, Finance, Risk Management
Education
The Johns Hopkins University 2002 — 2006
Bachelor's Degree, Applied Mathematics (BS), Economics (BA)
Eaglebrook 1995 — 1998
Matthew Maounis's McMahan Securities Experience 1992 - 1994
Job Convertible Securities
Industry Financial Services
Experience
Access Securities LLC September 2010 - Present
Jesup & Lamont 2000 - 2010
Southport Securities 1996 - 2000
McMahan Securities 1992 - 1994
LIT America 1989 - 1992
Skills
Corporate Finance, Electronic Trading, Hedge Funds, Convertible Securities, Capital Markets, Options, Financial Markets, Equities, Portfolio Management, Securities, Investment Banking, Derivatives, Trading, Alternative Investments, Trading Systems
Education
The University of Connecticut School of Business 1983 — 1987
Access Securities LLC September 2010 - Present
Jesup & Lamont 2000 - 2010
Southport Securities 1996 - 2000
McMahan Securities 1992 - 1994
LIT America 1989 - 1992
Skills
Corporate Finance, Electronic Trading, Hedge Funds, Convertible Securities, Capital Markets, Options, Financial Markets, Equities, Portfolio Management, Securities, Investment Banking, Derivatives, Trading, Alternative Investments, Trading Systems
Education
The University of Connecticut School of Business 1983 — 1987
William (Bill) Freihofner's McMahan Securities Experience 2001 - 2011
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG 2011 - Present
McMahan Securities 2001 - 2011
JPMorgan Chase & Co; Chase H&Q; Hambrecht & Quist 1996 - 2001
Skills
Series 7, 24, 55 & 63...
Education
Brigham Young University
BA
BTIG 2011 - Present
McMahan Securities 2001 - 2011
JPMorgan Chase & Co; Chase H&Q; Hambrecht & Quist 1996 - 2001
Skills
Series 7, 24, 55 & 63...
Education
Brigham Young University
BA
Vida Crosby-Ingram's McMahan Securities Experience January 2001 - January 2002
Job Commission and Payroll Coordinator at Cooper Surgical Inc
Industry Security and Investigations
Experience
Cooper Surgical Inc March 2015 - Present
Smiths Detection July 2013 - February 2015
OCE Corporate Printing January 2003 - February 2013
Mercator Software January 2002 - January 2003
McMahan Securities January 2001 - January 2002
Pitney Bowes January 1986 - January 2001
Pitney Bowes January 1996 - January 1999
Pitney Bowes January 1989 - January 1996
Pitney Bowes January 1986 - January 1989
Skills
Process Improvement, Management, Invoicing, Sales Operations, Human Resources, Pricing, Account Management, Customer Satisfaction, Sales Process, Order Processing, Customer Service, Customer Retention, Photocopier, CRM, Inventory Management, Microsoft Excel, Lotus Notes, Building Relationships, Sales Commissions, Office Administration, Inventory Control, Inventory Accuracy, Contract Management, Sales Contracts, Order Management, Sales Order Processing, Order Fulfillment, Sales Compensation, Forecasting, Salesforce.com, Managed Print Services, Purchase Orders, Purchasing Processes, SAP REPORTS, Quotations, SAP, Sales Logix, Bid Specifications, Bidding Process, Demos, Hazardous Materials..., Oracle Reports, DEMO INVENTORY, Xactly
Education
Fordham University
Business Administration, Political Science
Sacred Heart University
Leadership Studies
stamford high
Cooper Surgical Inc March 2015 - Present
Smiths Detection July 2013 - February 2015
OCE Corporate Printing January 2003 - February 2013
Mercator Software January 2002 - January 2003
McMahan Securities January 2001 - January 2002
Pitney Bowes January 1986 - January 2001
Pitney Bowes January 1996 - January 1999
Pitney Bowes January 1989 - January 1996
Pitney Bowes January 1986 - January 1989
Skills
Process Improvement, Management, Invoicing, Sales Operations, Human Resources, Pricing, Account Management, Customer Satisfaction, Sales Process, Order Processing, Customer Service, Customer Retention, Photocopier, CRM, Inventory Management, Microsoft Excel, Lotus Notes, Building Relationships, Sales Commissions, Office Administration, Inventory Control, Inventory Accuracy, Contract Management, Sales Contracts, Order Management, Sales Order Processing, Order Fulfillment, Sales Compensation, Forecasting, Salesforce.com, Managed Print Services, Purchase Orders, Purchasing Processes, SAP REPORTS, Quotations, SAP, Sales Logix, Bid Specifications, Bidding Process, Demos, Hazardous Materials..., Oracle Reports, DEMO INVENTORY, Xactly
Education
Fordham University
Business Administration, Political Science
Sacred Heart University
Leadership Studies
stamford high