Meyers Associates L.P.
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Meyers Associates L.P. Employees
Lumos Partners October 2013 - Present
Meyers Associates L.P. June 2012 - August 2012
RBSO Consulting June 2011 - August 2011
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Finance, Analysis, Economics, Microsoft Office, Strategic Financial..., Investments, Corporate Finance, Microsoft Word, Research, Equity Research, Strategy
Education
Baylor University - Hankamer School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance & Economics
Bank of America Merrill Lynch - Mergers & Acquisitions Group July 2015 - Present
TAMID Investment Group 2012 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Fieldstone Private Capital Group Ltd June 2013 - August 2013
Meyers Associates L.P. June 2012 - August 2012
Education
Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Finance and Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, December 2014, Emphases in Finance and Entrepreneurship
University of Michigan
Bachelor of Business Administration (BBA)
Mantis Industries November 2011 - Present
Sustainable Forestry, Inc. April 2013 - Present
XLS Energy 2014 - 2015
Meyers Associates L.P. June 2012 - September 2013
Cornerstone Properties June 2008 - May 2011
Louisburg Properties July 2010 - January 2011
Merrill Lynch January 2010 - May 2010
Cornerstone Properties June 2008 - January 2010
Brookstone October 2006 - July 2007
Skills
Real Estate, Business Modeling, Investments, Customer Relations, Customer Service, Green Energy, Sustainable Housing, Start-ups, Leases, Financial Analysis, Entrepreneurship, Sustainable Energy, Listings, Property, CRM, Property Management, Finance, Investors, Selling, Investment Properties, Funding, Negotiation, Brokerage, Asset Management, Production Managment, New Business Development, Forest Management, Portfolio Management, Biomass, Sales, Forestry, Branding & Identity, Real Estate Economics, Strategic Financial..., Sustainable Agriculture, Market Research, Sustainability, Analysis, Brand Loyalty, Real Estate Transactions, Sustainable Development, Due Diligence, Land Acquisition, Brand Development, Brand Implementation, Securities, Private Equity, Reforestation, Brand Management, Sustainable Forest...
Education
Lesley University 2008 — 2012
Bachelor's Degree, Political Science
Fisher College 2006 — 2008
Associates degree, general studies
Bronx High School of Science
Lesley University
Achieved a Bachelor, Science for Political Science
Play Vapor, LLC December 2012 - Present
Eonsmoke, LLC November 2011 - December 2012
Meyers Associates L.P. August 2010 - November 2011
E1 Asset Management 2007 - 2010
Skills
Series 7, Series 63, Portfolio Management, Investment Strategies, Stock Picking, Day Trading, Direct Marketing, Multi-channel Marketing, Direct Sales, Trading, Asset Management, Investments, Mutual Funds, Equities
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Finance
Meyers Associates L.P. March 2015 - Present
Skills
Series 7, Wealth Management, Public Relations, Hospitality, Marketing Strategy, Economics, Asset Management, Series 63, Mergers & Acquisitions, Investment Banking, Financial Services, Entrepreneurship, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Social Media
Education
Monmouth University 2007 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Saint Peters Preparatory School, Jersey City NJ
Corporate Development Capital, LLC November 2014 - Present
Meyers Associates L.P. February 2012 - October 2014
Dinosaur Securities, LLC August 2009 - February 2012
Bank of America October 2006 - July 2009
Covenant Capital Mgnt February 2001 - October 2006
Skills
Series 7, Global Macro, Fund Of Funds, Asset, Portfolio Management, Alternative Investments, Due Diligence, Capital Markets, Equities, Hedge Funds, Securities, Investment Banking, Mutual Funds, Financial Services, Private Equity, Strategy, Funding, Asset Allocation, Asset Management, Trading, Options, Investments, Capital, Venture Capital
Education
Fordham Gabelli School of Business 2000 — 2004
MBA, Finance
The Johns Hopkins University 1991 — 1995
BS, Economics
Delbarton 1987 — 1991
Madison High School
Madison High School
Teneo Strategy July 2012 - Present
Queen City News Distributors June 2009 - July 2012
Meyers Associates L.P. May 2008 - June 2009
Skills
Corporate Communications, Public Relations, Bloomberg Terminal, Bloomberg, Due Diligence, Consumer Goods..., Quantitative Research, Social Media Measurement, Financial Analysis, Financial Modeling, Corporate Finance, PowerPoint, Finance, Executive Management, Series 7, Analytics, Hedge Funds, Media Relations, Microsoft Excel, Strategic Communications, Social Media, Strategy, Management
Education
Marist College 2010 — 2011
MBA, Advanced Certificate in Financial Management
Marist College 2004 — 2008
BS Business Administration, Finance, Spanish
The College of New Jersey August 2012 - Present
Meyers Associates L.P. July 2015 - August 2015
Samsung C&T America, Inc. July 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Photoshop, Event Planning, Teamwork, Data Analysis, Microsoft Word, Public Speaking, Social Media, Facebook, Statistics, Higher Education
Education
The College of New Jersey 2012 — 2016
Bachelor of Arts (BA), Finance, General
The College of New Jersey 2012 — 2016
Bachelor's degree, Finance, General
J.P. Morgan August 2010 - Present
JPMorgan Chase September 2008 - August 2010
Meyers Associates L.P. February 2007 - August 2008
Skills
Wealth Management, Private Banking, Stock Trading, Investments, Risk Management, Series 7, Series 63, Customer Service, Equities, Securities, Cash Management, Asset Management, Options, Asset Allocation, Equity Trading, Trading, Investment Advisory, Insurance, FX Options, Equity Research, Private Equity, Capital Markets, Credit, Loans, Equity Derivatives, Investment Banking, Financial Analysis, Foreign Exchange, Fixed Income, Bloomberg
Education
CUNY York College
Theoretical and Mathematical Physics
Friends of Port Rowing June 2014 - Present
Iona College August 2014 - May 2015
IC Management Club August 2012 - May 2015
Guardian Life August 2013 - January 2015
Iona Preparatory School February 2014 - June 2014
American Eagle Outfitters November 2013 - January 2014
Meyers Associates L.P. May 2013 - August 2013
Iona College September 2012 - May 2013
Skills
PowerPoint, Facebook, Microsoft Word, Social Media, Microsoft Excel, Outlook, Microsoft Office, Customer Service, Fundraising, Event Planning, Social Networking, Public Speaking, Access, Leadership, Research, Microsoft Access, Basic Photoshop, Cold Calling, Networking
Education
Iona College 2011 — 2015
Bachelor of Business Administration (B.B.A.) Major in Finance Minor in Pre-Law, Graduate
Sacred Heart Academy 2007 — 2011
Regents Diploma
CLSA September 2015 - Present
Millennium Management LLC September 2012 - August 2015
Meyers Associates L.P. September 2011 - May 2012
Kaiser Associates Asia LLC May 2011 - August 2011
Bank of China January 2007 - March 2011
Industrial and Commercial Bank of China January 2004 - December 2006
Skills
Series 7, Series 66, Finance, Financial Risk, Data Analysis, Credit Cards, Business Development, CRM, Training, Quantitative Analytics, Bloomberg, Capital Markets, Derivatives, Wealth Management, Financial Analysis, Investment Advisory, Hedge Funds, Investments, Strategy, Fixed Income, Uniform Combined State..., Mutual Funds, Banking, Asset Management, Financial Services, KYC, Management, Portfolio Management, Risk Management, Equities, Financial Modeling, Securities
Education
The University of Sydney Business School 2002 — 2003
MA, Finance
Guangdong University of Foreign Studies 1997 — 2001
BA, Finance
Newport Coast Securities 2013 - Present
Meyers Associates L.P. January 2012 - March 2013
Strategies for Wealth October 2007 - December 2011
Z & Z Securities April 2005 - May 2007
Stuart Frankel & Company February 2002 - April 2005
Donaldson, Lufkin & Jenrette 1980 - 2000
Skills
Small Business, Retirement Planning, Equities, Wealth Management, Series 7, Securities, Due Diligence, Asset Management, Portfolio Management, Financial Advisory, Series 63, Financial Services, Health Insurance, Management, Finance, Wealth, Bonds, Disability Insurance, Estate Planning, Asset Managment, Long-term Care, Strategic Planning, Mutual Funds, Capital Markets, Equity Trading, Financial Analysis, Investments, Employee Benefits, Trading, Fixed Income, Insurance, Life Insurance, Alternative Investments, Bloomberg, Hedge Funds, FINRA, Mergers & Acquisitions, Relationship Management, Public Speaking
Education
Princeton University 1974 — 1978
BA, English
Holy Cross High School 1970 — 1974
Yelp October 2014 - Present
Meyers Associates L.P. October 2013 - July 2014
Meyers Associates L.P. June 2011 - August 2011
Morgan Stanley June 2010 - July 2010
Skills
Financial Analysis, Lead Generation, Cold Calling Experience, Microsoft Word, PowerPoint, Microsoft Office, Financial Modeling, Customer Service, Public Speaking, Microsoft Excel, High Yield Bonds, Series 7, Series 63, SAS, Long-term Customer...
Education
University of Arizona 2009 — 2013
Bachelor's Degree, Economics
New York International Builders Corporation August 2013 - Present
Sigma Alpha Delta Honor Society January 2013 - November 2013
Meyers Associates L.P. April 2013 - July 2013
Malba Yacht Club; Private Marina May 2011 - September 2012
Olympic Painting Co., Inc. May 2011 - September 2011
Elite Pool & Fitness Management June 2009 - August 2011
Broadreach July 2010 - August 2010
Skills
Microsoft Office, Excel, Word, PowerPoint, Writing, Emergency Oxygen..., Specialty Diver, Coral Reef Conservation, Advanced Open Water..., CPR/AED Professional..., Microsoft Excel, Team Leadership, Analysis, Budgets, Data Analysis, Financial Analysis, Management, Microsoft Word, Outlook, Research, Time Management, Blogging, Public Speaking, Customer Service, Access
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance
Fairleigh Dickinson University-Metropolitan Campus 2011 — 2012
Finance, General, 3.7
Archbishop Molloy High School 2007 — 2011
High School Diploma
Cohen Equities June 2015 - Present
Cornell University August 2014 - May 2015
The Xerxes Group May 2014 - December 2014
L88 Investments LLC May 2013 - August 2013
Meyers Associates L.P. June 2012 - August 2012
Skills
Valuation, Financial Modeling, Financial Analysis, Economics, Investment Banking, Strategic Leadership, Research, Bloomberg, Bloomberg Terminal, Fundraising, Finance, Credit Tenant Lease..., Due Diligence, Financial Engineering, Mergers & Acquisitions, Real Estate Financing, Securities, Strategic Thinking, Visual Basic, CMBS, Argus Modeling
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Applied Economics & Management, Minor in Real Estate
Kapaun Mt. Carmel Catholic High School 2007 — 2011
Cum Laude Diploma
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors September 2012 - August 2014
Wells Fargo Advisors LLC June 2011 - September 2012
Meyers Associates L.P. January 2011 - June 2011
Ethicon June 2010 - August 2010
East Coast Social Sports, Maryland April 2010 - August 2010
Ethicon Johnson & Johnson through Kelly Services January 2010 - May 2010
Allstate Wholesale Auto January 2007 - December 2008
Johnson & Johnson Health Care Systems through Kelly Services March 2006 - July 2006
Ethicon Johnson & Johnson through Kelly Services July 2005 - December 2005
Skills
Investments, Management, Finance, Social Networking, Mutual Funds, Sales Operations, Marketing, Sales, Facebook, Forecasting, Asset Allocation, Securities, Microsoft Office
Education
Towson University 2008 — 2010
BA, Business Administration
Meyers Associates L.P. September 2011 - Present
Langweiler Financial Group 2003 - Present
Sr Vp September 2008 - October 2011
Gruntal and Co Inc 1981 - 2003
Skills
Strategic Financial..., Portfolio Management, Retirement Planning, Financial Services, Investments, Asset Allocation, Finance, Equities, Business Planning, Tax, Strategy, Wealth Management, Investment Advisory, Business Strategy, Mutual Funds, Retirement, Series 7, Leadership, Investment Strategies, Alternative Investments, Securities, Financial Advisory, Asset Management, Estate Planning, Financial Planning
Education
Cheltenham High School
Philadelphia University
Bachelor of Science (BS), Finance
BNP Paribas May 2015 - Present
BNP Paribas August 2014 - Present
BNP Paribas January 2013 - August 2014
BNP Paribas June 2012 - August 2012
Collegeboardz September 2010 - February 2012
Brooks, Houghton & Company, Inc. September 2011 - December 2011
Meyers Associates L.P. June 2011 - July 2011
Investment Banking Institute May 2011 - June 2011
UBS Wealth Management January 2011 - May 2011
Northwestern Mutual September 2010 - December 2010
Skills
Investment Banking, Due Diligence, Management Presentati, Proficient in Microsoft..., Valuation, Financial Modeling, Capital IQ, Bloomberg Terminal, Cold Calling, Minitab
Education
New York University 2009 — 2012
Bachelor of Arts (B.A.), Economics, Business
Mira Costa High School 2005 — 2009
Meyers Associates L.P. Account ExecutiveJohn Thomas Financial2009 - 2010
Skills
Fluent in Russian
Education
Brooklyn College
Mohawk Valley Community College
Royal Bank of Scotland July 2014 - Present
Universal Pictures August 2012 - May 2014
Ogilvy & Mather June 2013 - August 2013
Meyers Associates L.P. May 2013 - June 2013
Morgan Stanley Wealth Management September 2012 - December 2012
Pinion Financial Services, LLC November 2011 - July 2012
Skills
Marketing, Investments, Social Media, Market Research, Microsoft Excel, PowerPoint, Financial Analysis, Portfolio Management, SPSS, DCF Valuation, iMovie, SAP, Finance, Strategy, Business Development, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Bachelor of Science (BS), Finance & Marketing
Universitat Autònoma de Barcelona 2013 — 2013
International Finance
Bridgewater-Raritan High School 2007 — 2010
Burger King Corporation April 2015 - Present
Burger King Corporation October 2014 - March 2015
Burger King Corporation March 2014 - September 2014
Marks Prime Steakhouse August 2011 - February 2014
Projects for Haiti, Inc. September 2013 - December 2013
Spencer Trask June 2013 - July 2013
Meyers Associates L.P. May 2013 - June 2013
Skills
Financial Modeling, Microsoft Excel, Analysis, Corporate Finance
Education
University of Florida 2009 — 2013
Finance, General
Mars March 2013 - Present
Volunteer Income Tax Assistance January 2013 - March 2013
Meyers Associates L.P. September 2012 - December 2012
Skills
Accounting, Customer Service, Microsoft Office, Microsoft Excel
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Bachelor of Science (B.S.), Finance
Union County College 2006 — 2009
Associates in Applied Science, Business Management
Aegis Capital Investments Corp October 2013 - Present
All American Insurance Consultants, Inc. October 2014 - Present
US Global Capital, LLC May 2012 - August 2014
Meyers Associates L.P. January 2011 - December 2012
Skills
Capital market..., investment securities, financial accounting, audit standards, Financial Accounting, Management Consulting, Financial Analysis, Investments, Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Due Diligence, Asset Management, Equities, Fixed Income, Real Estate Economics
Education
University of Miami - School of Business
Michigan State University
Legend Advance Funding February 2015 - Present
Jujamcyn December 2014 - Present
Legend Securities Inc. February 2013 - February 2015
Pterodactyls by Nicky Silver June 2014 - August 2014
101 Productions, Ltd. January 2014 - May 2014
Meyers Associates L.P. August 2010 - January 2013
The Pekoe Group September 2012 - December 2012
Barefoot Theatre Company September 2010 - September 2012
Skills
Networking, Fundraising, Idea Generation, Series 7, Securities, Equities, Trading, Fixed Income, Series 63, Options, Theatre, Marketing, Performing Arts, Stage, Acting, Publicity, Investments, Musical Theatre, Drama, Comedy, Public Speaking, Financial Services, Social Media, Festivals, Film, Social Networking, PowerPoint, Entrepreneurship, Nonprofits, Film Production, Event Planning, Microsoft Excel, Microsoft Word
Education
Columbia University in the City of New York 2013 — 2016
Master of Fine Arts (MFA), Theatre Arts Management & Producing
Brooklyn College 2008 — 2012
Bachelor of Fine Arts (BFA), Acting, 3.82 GPA
Meyers Associates L.P. July 2015 - Present
Global Arena Capital Corp. October 2013 - Present
HFP Capital Markets June 2012 - October 2013
Sony Music June 2010 - August 2010
Skills
Finance, Financial Statements, Project Management, Business Strategy, Customer Service, Valuation, Credit, Sales, Financial Analysis, Team Building
Education
Univeristy Of Hartford 2007 — 2011
Bachelor's degree, Finance and Financial Management Services
University of Hartford 2007 — 2011
Bachelor of Science, Economics / Finance
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Sumitomo Mitsui Trust Bank Limited October 2014 - July 2015
Sumitomo Mitsui Trust Bank, Limited July 2012 - September 2014
Meyers Associates L.P. May 2012 - July 2012
Fox News Channel February 2012 - May 2012
BNB Bank, NA December 2010 - January 2012
NYU College of Dentistry September 2009 - September 2010
Skills
Economics, Microsoft Excel, Corporate Finance, Microsoft Office, Data Analysis, Access, Valuation, Stata, Social Media, Research, Finance, Investment Banking
Education
New York University 2007 — 2012
Bachelor of Arts (B.A.), Economics
New York University 2007 — 2012
Bachelor's degree, Economics
Meyers Associates L.P. May 2015 - Present
Inside Sales Solutions February 2015 - Present
Aviva June 2014 - Present
Westin Hotels & Resorts 2009 - December 2013
O'Malley Brendan Ltd May 2009 - September 2009
Skills
Investment Banking, Investment Research, Accounting, Risk Analysis, Capital Markets, Investment Portfolio, Management Accounting, Portfolio Management, Financial Accounting, Data Analysis, Microsoft Excel, Modern Portfolio Theory, Financial Analysis
Education
National University of Ireland, Maynooth 2009 — 2013
Bachelor of Business Administration (BBA), Business & Accounting
Limpio Designs 2014 - Present
Wells Fargo Global Funds 2014 - 2014
Four Wood Capital Partners 2013 - 2013
Meyers Associates L.P. 2012 - 2012
Skills
Financial Modeling, Bloomberg Terminal, Series 7, Capital IQ, DCF Valuation, Teaching, Life & Health Insurance..., Equity Research, Start-ups, Precedent Transactions, Long Term Care Insurance, Public Speaking, Residential Investment..., Customer Relations, Project Management, Management, Customer Service, Event Planning, Research, Sales, Social Media
Education
University of Minnesota-Duluth 2007 — 2011
Bachelor of Business Administration (BBA), Banking and Corporate Finance
University of Virginia 2010 — 2010
International Business/Trade/Commerce
New York University 2012 — 2012
Banking, Securities Law, Financial Modeling and Valuation
American University 2006 — 2006
National Student Leadership Conference on Business and Entrepreneurship
Marshall Preparatory School 2003 — 2007
High School
Markets Group LLC. December 2014 - Present
Meyers Associates L.P. 2012 - 2014
Skills
Financial Planning, Investments, Financial Analysis, Retirement Planning, Wealth Management, Business Strategy, Marketing, Portfolio Management, Corporate Finance, Financial Modeling, Marketing Strategy
Education
City University of New York-Herbert H. Lehman College 2005 — 2010
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Accenture July 2014 - Present
Taylor Associates July 2013 - September 2013
Meyers Associates L.P. May 2013 - July 2013
Merrill Lynch May 2012 - July 2012
Hudson Capital Markets May 2011 - July 2011
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Junior
Stuyvesant
Utilisave LLC July 2013 - Present
Meyers Associates L.P. March 2013 - July 2013
Modell's Sporting Goods September 2012 - November 2012
NYPD February 2012 - June 2012
Skills
Microsoft Excel, Economics, PowerPoint, Teamwork, Bloomberg Terminal, Data Analysis, Financial Modeling, Finance, Public Speaking, Microsoft Office, English
Education
St. Francis College 2012 — 2016
Economics
Meyers Associates L.P. September 2011 - Present
Prestige Financial September 2007 - August 2011
Skills
PowerPoint, Outlook, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Investments, Customer Service, Investment Banking, FINRA, Office Administration
Education
Hunter College 2009 — 2012
Pre-med, Molecular Genetics
Borough of Manhattan Community College 2004 — 2005
Associate of Science (AS), Biology, General
corpa July 2015 - September 2015
Meyers Associates L.P. January 2014 - October 2014
Upper East Side Surgical June 2011 - June 2013
Pritee LLC (DBA Sharathon) April 2010 - January 2013
Skills
Objective-C, Start-ups, Swift, Xcode, UIKit, Cocoa Touch, Core Data, Core Animation, JSON, APIs, Git, Github, MVC, Agile Application..., Agile Methodologies, Delegation, iOS, iOS Development, Mobile Applications, Mobile Application..., Team Building, Mobile Technology, Social Media, Entrepreneurship, Social Networking, Leadership, Venture Capital, Business Ideas, Tennis, Problem Solving
Education
Mobile Makers Academy 2015 — 2015
iOS Development, Level 1 Certificate with UI Distinction
Lafayette College 2007 — 2011
BA, Economics & Business, Finance Certificate
Meyers Associates L.P. June 2011 - December 2011
E1 ASSET MANAGEMENT 2008 - 2010
Skills
Public Speaking, Business Analysis, Acting, Fitness Consulting, Stock Management, Social Media, Microsoft Office, Series 63, Series 7, Due Diligence, Investments, Entrepreneurship, Equities, Finance, Trading, Securities, Equity Trading, Asset Management, Investment Strategies, Bonds, Bloomberg, Capital Markets, Asset Allocation, Fixed Income, Mergers, Emerging Markets, Strategic Planning, Private Equity, Wealth Management, Financial Analysis, Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Strategic Financial..., Corporate Finance, Venture Capital, Mergers & Acquisitions
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
Psychology, Industrial and Organizational Psychology
Baruch College, City University of New York (CUNY) 2008 — 2011
Psychology, Psychology
Markets Group March 2014 - Present
Whitewood Group 2012 - 2013
YWHA 2011 - 2012
Meyers Associates L.P. 2010 - 2011
Skills
Financial Analysis, Investments, Consulting, Portfolio Management, Sales, Customer Service, Sales Management, Risk Management, Accounting, Business Development, Asset Management, Equities, Private Equity, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Capital Markets, Hedge Funds, Management, Leadership, Finance, Analysis, Corporate Finance
Education
State University of New York College at Oneonta 2006 — 2008
Bachelor's Degree, Economics & Business
National Securities December 2010 - Present
Meyers Associates L.P. March 2010 - November 2010
University of Bridgeport April 2008 - August 2008
Education
University of Bridgeport 2007 — 2009
Masters of Business Administration, Finance
Nagpur University 2001 — 2006
J.Streicher Capital February 2015 - Present
Meyers Associates L.P. August 2013 - June 2014
Obsidian Financial Group, LLC. April 2008 - May 2013
Westrock Advisors May 2005 - April 2008
J. P. Turner, LLC. October 2002 - January 2004
Ehrenkrantz King Nussbaum October 2001 - November 2002
Skills
Securities, Investments, Equities, Series 7, Customer Relations, Options, Compliance, Risk Management, Sales Management, Series 63, Customer Service, Insurance, Financial Services, Strategic Financial..., Mutual Funds, Wealth Management, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation
Education
State University of New York at Stony Brook 1993 — 1996
BS, Biochemistry
First Standard Financial May 2015 - Present
Laidlaw & Company UK Ltd. January 2014 - May 2015
Meyers Associates L.P. October 2012 - December 2013
Buckman, Buckman & Reid, Inc. January 2010 - September 2012
Mercer Capital. Ltd March 2007 - January 2010
Skills
Private Placements, IPO, Investment Banking, Securities, Investment Advisory, Private Equity, Equities, Investments, Capital Markets, Corporate Finance, Valuation, Hedge Funds, Due Diligence, Emerging Markets, Alternative Investments
Education
Hofstra University 1965 — 1969
Engineering
Heritage Financial Systems March 2014 - Present
Meyers Associates L.P. November 2011 - January 2014
Todd & Co March 2010 - November 2011
Wayne Ellison Consultative Services. February 2009 - March 2010
GL Trade Americas Inc September 2008 - January 2009
Renaissance Capital March 2004 - June 2008
BNP Paribas Securities Corp., New York, NY October 2002 - March 2004
Banc of America Securities 1999 - 2003
Chase Asset Management New York, NY June 1998 - March 1999
Robert Fleming December 1996 - May 1998
Skills
Equities, Series 7, Fixed Income, Trading, Risk Management, Securities, Strategy, Financial Services, Finance, Emerging Markets, Back Office, Middle Office, Settlement, Credit, Business Planning, Market Data, Leadership, Management, Capital Markets, Investment Banking, Hedge Funds, Derivatives, Financial Markets, Investments, Asset Management, Portfolio Management, Options, Bloomberg, Equity Trading, Alternative Investments, Trading Systems, Private Equity, Electronic Trading, Banking
Education
State University of New York at New Paltz 1980 — 1984
BS, Business Administration
Ariston Wealth Management, L.P. May 2014 - Present
Meyers Associates L.P. November 2011 - November 2013
Meyers Associates,L.P. September 2009 - November 2011
Prestige Financial Center, Inc. May 2009 - September 2009
Bishop Rosen December 2006 - March 2009
Gilford Securities Incorporated 2000 - 2006
SG Cowen Securities Corporation 1999 - 1999
Oscar Gruss & Son Incorporated July 1996 - November 1997
Bear, Stearns & Co. Inc. 1990 - 1994
LF Rothschild June 1968 - April 1990
Skills
Series 24, Series 7, AML, KYC, Trading, Mutual Funds, Series 63, Options, Investments, Equities, Compliance, FINRA, Securities, Bonds, OFAC, Derivatives, Fixed Income, Risk Management, Alternative Investments, Capital Markets, Asset Management, ETFs, Bloomberg, Financial Services, Prime Brokerage, Investment Banking, Securities Regulation
Education
LIU Brooklyn 1965 — 1970
BS, Mathematics
The Conference Board February 2013 - Present
Vertical Search Works July 2012 - January 2013
The Expert Institute January 2012 - June 2012
Meyers Associates L.P. May 2011 - December 2011
American Telecommunications, Inc. April 2010 - March 2011
GDS Publishing, Incorporated February 2010 - March 2010
Skills
Recruiting, Sales, Advertising, Business Strategy, Direct Sales, English, Sales Operations, Marketing Communications, B2B, Contract Negotiation, Start-ups, CRM, Social Media, Email Marketing, Cold Calling, Digital Marketing, Product Management, Sales Process
Education
New York University
University of Washington
BA, Art History
Career City, LLC June 2012 - Present
Zeltser Enterprises December 1985 - Present
Caldwell International Securities Corporation January 2013 - November 2014
Charles Vista, LLC July 2012 - January 2013
Buckman, Buckman and Reid January 2009 - June 2012
Mercer Capital, LTD April 2009 - January 2010
John Thomas Financial December 2008 - March 2009
Meyers Associates L.P. October 2006 - January 2008
Skills
Product Management, Startup Development, Angel Investing, Investments, Equities, Alternative Investments, Portfolio Management, Securities, Investment Banking, Private Equity, Hedge Funds, Investment Strategies, Series 7, Bloomberg, Asset Managment, Bonds, Real Estate, Capital Markets, Financial Analysis, Commercial Lending, Wealth Management, Investment Advisory, CMBS, Asset Management, Venture Capital, Valuation, Due Diligence, Trading, Advisory Boards, Social Media Marketing, Start-ups, Salesforce.com, HIPAA
Education
General Assembly 2015 — 2015
Product Management, Product management Skills
Investment banking Institute 2011 — 2012
Investment banking institute
Carson Long Military Institute 2002 — 2004
John Jay College of Criminal Justice
MLB Network August 2011 - Present
IBEW Local 1212 August 2010 - Present
Meyers Associates L.P. June 2009 - January 2010
CBS College Sports Network July 2008 - September 2008
Barthco International September 2006 - January 2007
Skills
Production, Utility
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Science, Business Administration Finance; Economics
Monsignor Farrell 2001 — 2005
Meyers Associates L.P. August 2011 - Present
Skills
Portfolio Management, Series 63, Series 7, Bloomberg Terminal, Wealth Management
Education
Stonehill College 1999 — 2003
Bachelors of Science in Business Administration, Finance, 3.8
Meyers Associates L.P. August 2011 - Present
Education
Nichols College 1977 — 1981
Finance & Economics
Meyers Associates L.P. September 2011 - Present
Education
University of Delaware
Finance, General
EMC Corporation September 2015 - Present
Guggenheim Partners July 2014 - Present
Peter J. Solomon Company June 2013 - August 2013
Meyers Associates L.P. June 2012 - August 2012
Skills
Spanish, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Teamwork, Research, Social Media, Economics, SPSS, Public Speaking, Data Analysis, PowerPoint
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
Rochester Adams High School 2006 — 2010