Miller Tabak
Industry: Company
DescriptionFounded: 1982 Subsidiaries: Miller Tabak Advisors, LLC, MT Asset Management, LLC
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Miller Tabak Employees
Employee
Years
Job
Industry
Ryan Ballantyne Ryan Ballantyne's Miller Tabak Experience April 2007 - September 2012
Job Executive Vice President at Reality Shares, Inc.
Industry Financial Services
Experience
Reality Shares, Inc. September 2012 - Present
Miller Tabak April 2007 - September 2012
Susquehanna International Group, LLP (SIG) 2002 - 2007
Skills
Volatility, Equity Trading, Bloomberg, Options, Trading, Equities, ETFs, Equity Derivatives, Series 7, Hedge Funds, Derivatives, Trading Systems, Electronic Trading, Fixed Income, Alternative Investments, Investments, Valuation, Capital Markets
Education
San Diego State University-California State University 2010 — 2012
MBA, June 2012
Saint Lawrence University 1989 — 1993
BS, Economics
Reality Shares, Inc. September 2012 - Present
Miller Tabak April 2007 - September 2012
Susquehanna International Group, LLP (SIG) 2002 - 2007
Skills
Volatility, Equity Trading, Bloomberg, Options, Trading, Equities, ETFs, Equity Derivatives, Series 7, Hedge Funds, Derivatives, Trading Systems, Electronic Trading, Fixed Income, Alternative Investments, Investments, Valuation, Capital Markets
Education
San Diego State University-California State University 2010 — 2012
MBA, June 2012
Saint Lawrence University 1989 — 1993
BS, Economics
Jeffrey Kaminsky Jeffrey Kaminsky's Miller Tabak Experience February 2005 - December 2014
Job Financial Services Professional
Industry Financial Services
Experience
Investor, Strategy, Business Development, Advisory Board January 2015 - Present
Miller Tabak February 2005 - December 2014
Lazard March 1998 - February 2005
UBS January 1991 - February 1998
Mabon Nugent & Co March 1981 - January 1991
Skills
Trading, Hedge Funds, Equities, Equity Derivatives, Relationship Management, Sales Management, Investment Banking, Business Strategy, Equity Research, Team Building, Stock Trading, New Business Development, Team Leadership, Building Relationships, Equity Capital Markets, Manage Client..., Cross Selling, Roadshows, Alternative Investments, Strategy, Electronic Trading, Equity Trading, Creative Strategy, Investments, Mutual Funds, Capital Markets, Equity Syndicate
Education
University of Rhode Island - College of Business Administration
Bachelor's degree, Business Administration and Management, General
Investor, Strategy, Business Development, Advisory Board January 2015 - Present
Miller Tabak February 2005 - December 2014
Lazard March 1998 - February 2005
UBS January 1991 - February 1998
Mabon Nugent & Co March 1981 - January 1991
Skills
Trading, Hedge Funds, Equities, Equity Derivatives, Relationship Management, Sales Management, Investment Banking, Business Strategy, Equity Research, Team Building, Stock Trading, New Business Development, Team Leadership, Building Relationships, Equity Capital Markets, Manage Client..., Cross Selling, Roadshows, Alternative Investments, Strategy, Electronic Trading, Equity Trading, Creative Strategy, Investments, Mutual Funds, Capital Markets, Equity Syndicate
Education
University of Rhode Island - College of Business Administration
Bachelor's degree, Business Administration and Management, General
Marc Dippolito Marc Dippolito's Miller Tabak Experience April 2008 - December 2012
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group January 2013 - Present
Miller Tabak April 2008 - December 2012
McNamara Trading Co. November 2004 - March 2008
Fiserv Securities Inc. June 2003 - October 2004
Skills
Options, Equities, Trading Systems, Equity Trading, ETFs, Equity Research, Series 7, Bloomberg, Series 63, Trading, Program Trading, Series 55, Series 3, Fidessa, Tethys, Lava, Color Palette, Research Sales, Series 65, FactSet, Sales, Relationship Management, Mutual Funds, fixed income, Salesforce.com, Morningstar, Bonds, Equity Derivatives, Research, Fixed Income, Alternative Investments, Derivatives, Investment Strategies, Capital Markets, Trading Strategies, Financial Markets, Electronic Trading, Portfolio Management
Education
Penn State University 1999 — 2003
B.S., Finance
Conwell-Egan Catholic High School 1995 — 1999
Delaware Investments, a member of the Macquarie Group January 2013 - Present
Miller Tabak April 2008 - December 2012
McNamara Trading Co. November 2004 - March 2008
Fiserv Securities Inc. June 2003 - October 2004
Skills
Options, Equities, Trading Systems, Equity Trading, ETFs, Equity Research, Series 7, Bloomberg, Series 63, Trading, Program Trading, Series 55, Series 3, Fidessa, Tethys, Lava, Color Palette, Research Sales, Series 65, FactSet, Sales, Relationship Management, Mutual Funds, fixed income, Salesforce.com, Morningstar, Bonds, Equity Derivatives, Research, Fixed Income, Alternative Investments, Derivatives, Investment Strategies, Capital Markets, Trading Strategies, Financial Markets, Electronic Trading, Portfolio Management
Education
Penn State University 1999 — 2003
B.S., Finance
Conwell-Egan Catholic High School 1995 — 1999
Jonathan Mordoh Jonathan Mordoh's Miller Tabak Experience 1994 - 1995
Job Institutional Equity Sales @ B. Riley & Co
Industry Financial Services
Experience
B. Riley & Co. 2012 - Present
ThinkEquity LLC 2006 - 2012
Kaufman Brothers 1996 - 2006
Arhold and S. Bleischroeder 1995 - 1996
Miller Tabak 1994 - 1995
Josephthal Lyons 1992 - 1994
Solomon Brothers 1986 - 1992
Skills
Sell Side, Equities, Investment Banking, Series 7, Series 63, Trading
Education
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS), Finance, General
B. Riley & Co. 2012 - Present
ThinkEquity LLC 2006 - 2012
Kaufman Brothers 1996 - 2006
Arhold and S. Bleischroeder 1995 - 1996
Miller Tabak 1994 - 1995
Josephthal Lyons 1992 - 1994
Solomon Brothers 1986 - 1992
Skills
Sell Side, Equities, Investment Banking, Series 7, Series 63, Trading
Education
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS), Finance, General
Rabeeh Ajjour Rabeeh Ajjour's Miller Tabak Experience June 2012 - January 2014
Job Capital Raising at CVC Capital Partners
Industry Investment Management
Experience
CVC Capital Partners June 2015 - Present
Coller Capital January 2014 - December 2014
Miller Tabak June 2012 - January 2014
Skills
Hedge Funds, Private Equity, Emerging Markets, Due Diligence, Fixed Income, Fund Of Funds, Asset Allocation, Venture Capital, Institutional..., Alternative Investments, Middle East, Marketing, Strategy, Capital Raising, Fundraising, Capital Formation, Investor Relations, SWF, Limited Partnerships, Family Office, Arabic, Strategic Relationships, Business Development, Foundations, Endowments, Pension Funds, Strategic Partnerships, Capital Markets, MENA, Private Placements, Central Banks, Institutional Sales, Alpha Generation, Credit, Distressed Debt, Investment Advisory, Asset Management, EMEA, Endowment Funds, Investments, Start-ups, Investment Strategies
Education
University of Michigan
Bachelor of Business Administration (BBA)
CVC Capital Partners June 2015 - Present
Coller Capital January 2014 - December 2014
Miller Tabak June 2012 - January 2014
Skills
Hedge Funds, Private Equity, Emerging Markets, Due Diligence, Fixed Income, Fund Of Funds, Asset Allocation, Venture Capital, Institutional..., Alternative Investments, Middle East, Marketing, Strategy, Capital Raising, Fundraising, Capital Formation, Investor Relations, SWF, Limited Partnerships, Family Office, Arabic, Strategic Relationships, Business Development, Foundations, Endowments, Pension Funds, Strategic Partnerships, Capital Markets, MENA, Private Placements, Central Banks, Institutional Sales, Alpha Generation, Credit, Distressed Debt, Investment Advisory, Asset Management, EMEA, Endowment Funds, Investments, Start-ups, Investment Strategies
Education
University of Michigan
Bachelor of Business Administration (BBA)
Dan Ries Dan Ries's Miller Tabak Experience 2001 - 2005
Job Renewable Energy Analyst at Ardsley Partners
Industry Research
Experience
Ardsley Partners October 2013 - Present
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Maxim Group April 2013 - August 2013
CapRok Capital May 2012 - April 2013
Collins Stewart September 2007 - February 2012
Miller Tabak 2001 - 2005
Kaufman Bros. 1998 - 1999
Skills
Solar Energy, Venture Capital, Renewable Energy, Financial Modeling, Cleantech, Alternative Energy, Project Finance, Start-ups, Investments, Energy Efficiency, Photovoltaics, Sustainable Energy
Education
Lafayette College 1986 — 1988
BS, Civil Engineering
Columbia High School
New York University - Leonard N. Stern School of Business
MBA, Finance
Ardsley Partners October 2013 - Present
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Maxim Group April 2013 - August 2013
CapRok Capital May 2012 - April 2013
Collins Stewart September 2007 - February 2012
Miller Tabak 2001 - 2005
Kaufman Bros. 1998 - 1999
Skills
Solar Energy, Venture Capital, Renewable Energy, Financial Modeling, Cleantech, Alternative Energy, Project Finance, Start-ups, Investments, Energy Efficiency, Photovoltaics, Sustainable Energy
Education
Lafayette College 1986 — 1988
BS, Civil Engineering
Columbia High School
New York University - Leonard N. Stern School of Business
MBA, Finance
Stephen Tricarico Stephen Tricarico's Miller Tabak Experience June 2008 - March 2012
Job ETF Portfolio Management/Trading at Direxion Investments
Industry Investment Management
Experience
Direxion Investments March 2012 - Present
Miller Tabak June 2008 - March 2012
Skills
Derivatives, Options, Bloomberg, Equities, Hedge Funds, Series 7, Series 63, Equity Derivatives, Alternative Investments, ETFs, Equity Trading, Financial Modeling, Trading, Portfolio Management, Capital Markets, Asset Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Fordham University
Bachelor of Science (B.S.), Finance
Chaminade High School
Mineola, NY
Direxion Investments March 2012 - Present
Miller Tabak June 2008 - March 2012
Skills
Derivatives, Options, Bloomberg, Equities, Hedge Funds, Series 7, Series 63, Equity Derivatives, Alternative Investments, ETFs, Equity Trading, Financial Modeling, Trading, Portfolio Management, Capital Markets, Asset Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Fordham University
Bachelor of Science (B.S.), Finance
Chaminade High School
Mineola, NY
Dan Goggin Dan Goggin's Miller Tabak Experience January 2009 - December 2012
Job Executive Director Investments Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
BNP Paribas January 2012 - December 2014
Miller Tabak January 2009 - December 2012
Citigroup January 1998 - December 2007
Salomon Smith Barney January 1992 - November 1998
Kidder Peabody January 1983 - December 1992
Skills
Investments, Securities, Investment Strategies, Financial Services, Relationship Management, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Fixed Income Strategies, Deferred Compensation..., Financial Advisory, Weath Management..., Risk Management..., Retirement-Plan..., Multigenerational Weath..., Estate Investments...
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), History
Phillips Andover Academy 1976 — 1979
Oppenheimer & Co. Inc. January 2015 - Present
BNP Paribas January 2012 - December 2014
Miller Tabak January 2009 - December 2012
Citigroup January 1998 - December 2007
Salomon Smith Barney January 1992 - November 1998
Kidder Peabody January 1983 - December 1992
Skills
Investments, Securities, Investment Strategies, Financial Services, Relationship Management, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Fixed Income Strategies, Deferred Compensation..., Financial Advisory, Weath Management..., Risk Management..., Retirement-Plan..., Multigenerational Weath..., Estate Investments...
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), History
Phillips Andover Academy 1976 — 1979
Andrew Wilkinson Andrew Wilkinson's Miller Tabak Experience September 2011 - December 2013
Job Chief Market Analyst at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers January 2014 - Present
Miller Tabak September 2011 - December 2013
Interactive Brokers February 2007 - September 2011
NewsMax 2005 - 2007
Agora Financial 2004 - 2005
Weiss Research 2001 - 2004
GHF Group 1999 - 2000
Saudi International Bank September 1993 - September 1998
Fuji Bank 1990 - 1993
Skills
Bloomberg, Trading, Options, FX, Commodities, Economics, Investments, Equities, Derivatives, Securities, Volatility, Risk Management, Equity Research, Analysis, Technical Analysis, Financial Markets, Institutional, Research, Fixed Income, Bonds, Macroeconomics, Series 7, Hedge Funds, Capital Markets, Equity Trading, Equity Derivatives, Stocks, Stock Market, Bloomberg Terminal, Proprietary Trading, Global Macro, Electronic Trading, Investment Strategies, Market Data, Brokerage, Currency, Financial Analysis, Commodity, Fundamental Research, Asset, Industry Analysis, Foreign Exchange, Emerging Markets, Alternative Investments, Finance, FX trading, Portfolio Management, Asset Management, Valuation, ETFs
Education
Rollins College - Crummer Graduate School of Business 2000 — 2001
MBA, Finance
University of Central England 1985 — 1988
Economics, Finance & Macro Economics
Marist College 1980 — 1985
Four A-levels, Economics & History
St. John Fisher JHS 1976 — 1980
Endsleigh 1972 — 1976
Interactive Brokers January 2014 - Present
Miller Tabak September 2011 - December 2013
Interactive Brokers February 2007 - September 2011
NewsMax 2005 - 2007
Agora Financial 2004 - 2005
Weiss Research 2001 - 2004
GHF Group 1999 - 2000
Saudi International Bank September 1993 - September 1998
Fuji Bank 1990 - 1993
Skills
Bloomberg, Trading, Options, FX, Commodities, Economics, Investments, Equities, Derivatives, Securities, Volatility, Risk Management, Equity Research, Analysis, Technical Analysis, Financial Markets, Institutional, Research, Fixed Income, Bonds, Macroeconomics, Series 7, Hedge Funds, Capital Markets, Equity Trading, Equity Derivatives, Stocks, Stock Market, Bloomberg Terminal, Proprietary Trading, Global Macro, Electronic Trading, Investment Strategies, Market Data, Brokerage, Currency, Financial Analysis, Commodity, Fundamental Research, Asset, Industry Analysis, Foreign Exchange, Emerging Markets, Alternative Investments, Finance, FX trading, Portfolio Management, Asset Management, Valuation, ETFs
Education
Rollins College - Crummer Graduate School of Business 2000 — 2001
MBA, Finance
University of Central England 1985 — 1988
Economics, Finance & Macro Economics
Marist College 1980 — 1985
Four A-levels, Economics & History
St. John Fisher JHS 1976 — 1980
Endsleigh 1972 — 1976
Christopher I. Tyson's Miller Tabak Experience March 2009 - June 2010
Job Managing Director at Liolios Group
Industry Capital Markets
Experience
Liolios Group June 2010 - Present
Miller Tabak March 2009 - June 2010
Merriman Curhan Ford & Co. June 2005 - March 2009
Roth Capital Partners June 2004 - June 2005
Skills
Investor Relations, Analysis, Equities, Team Leadership, Team Building, Process Improvement, Valuation, Capital Markets, Mergers & Acquisitions, Start-ups, Financial Analysis, Strategy, Due Diligence, Options, Financial Modeling, Equity Trading, Sales, Corporate Finance, Financial Communications, Institutional Sales, Investment Banking, Corporate Communications, IPO, Bloomberg, Capital IQ, Strategic Consulting, Crisis Management, Crisis Communications, Capital Markets..., Business Development, Shareholder Activism, SEC Filings, Management Consulting, Peer Group Analysis, Perception Studies, Shareholder..., Media Relations, Board Relations, Equity Research, Financial Services, Capital Raising, Equity Capital Markets
Education
Penn State University 1993 — 1997
BS, Finance
Perkiomen Valley High School 1983 — 1993
Liolios Group June 2010 - Present
Miller Tabak March 2009 - June 2010
Merriman Curhan Ford & Co. June 2005 - March 2009
Roth Capital Partners June 2004 - June 2005
Skills
Investor Relations, Analysis, Equities, Team Leadership, Team Building, Process Improvement, Valuation, Capital Markets, Mergers & Acquisitions, Start-ups, Financial Analysis, Strategy, Due Diligence, Options, Financial Modeling, Equity Trading, Sales, Corporate Finance, Financial Communications, Institutional Sales, Investment Banking, Corporate Communications, IPO, Bloomberg, Capital IQ, Strategic Consulting, Crisis Management, Crisis Communications, Capital Markets..., Business Development, Shareholder Activism, SEC Filings, Management Consulting, Peer Group Analysis, Perception Studies, Shareholder..., Media Relations, Board Relations, Equity Research, Financial Services, Capital Raising, Equity Capital Markets
Education
Penn State University 1993 — 1997
BS, Finance
Perkiomen Valley High School 1983 — 1993
Inna Bochkova Inna Bochkova's Miller Tabak Experience March 2001 - July 2007
Job Susquehanna International Group
Industry Investment Banking
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
BMO Capital Markets November 2010 - August 2013
Cowen and Company March 2009 - August 2010
Societe Generale July 2007 - February 2009
Miller Tabak March 2001 - July 2007
Merrill Lynch May 2000 - March 2001
Ladenburg Thalmann September 1999 - May 2000
Russian Exchange May 1997 - December 1998
Skills
Equity Derivatives, Investment Banking, Securities, Options, Equities, Trading, Hedge Funds, Derivatives, FX trading, Electronic Trading, Financial Risk, Equity Trading, Mutual Funds, Technical Analysis, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Investments, Trading Systems, Financial Markets, FX Options, Structured Products, Options Strategies, Fixed Income, ETFs, Equity Research, Emerging Markets, Hedging, Portfolio Management, Currency, Swaps, Valuation
Education
New York University
American Institute of Business and Economics
Baku Institute of Social Administration and Political Science
Baku Institute of Social Administration and Political Science, International Business School
Susquehanna International Group, LLP (SIG) July 2014 - Present
BMO Capital Markets November 2010 - August 2013
Cowen and Company March 2009 - August 2010
Societe Generale July 2007 - February 2009
Miller Tabak March 2001 - July 2007
Merrill Lynch May 2000 - March 2001
Ladenburg Thalmann September 1999 - May 2000
Russian Exchange May 1997 - December 1998
Skills
Equity Derivatives, Investment Banking, Securities, Options, Equities, Trading, Hedge Funds, Derivatives, FX trading, Electronic Trading, Financial Risk, Equity Trading, Mutual Funds, Technical Analysis, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Investments, Trading Systems, Financial Markets, FX Options, Structured Products, Options Strategies, Fixed Income, ETFs, Equity Research, Emerging Markets, Hedging, Portfolio Management, Currency, Swaps, Valuation
Education
New York University
American Institute of Business and Economics
Baku Institute of Social Administration and Political Science
Baku Institute of Social Administration and Political Science, International Business School
David Joyce David Joyce's Miller Tabak Experience August 2005 - July 2012
Job Managing Director, Media Equity Research, Evercore ISI
Industry Financial Services
Experience
Evercore ISI July 2012 - Present
Miller Tabak August 2005 - July 2012
JBHanauer & Co. June 2004 - February 2005
Guzman & Company March 2000 - June 2004
Bear Stearns 1997 - 2000
Skills
Financial Modeling, Hedge Funds, Investments, Equity Research, Equity Valuation, Equities, Corporate Finance, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Georgetown University - The McDonough School of Business
Evercore ISI July 2012 - Present
Miller Tabak August 2005 - July 2012
JBHanauer & Co. June 2004 - February 2005
Guzman & Company March 2000 - June 2004
Bear Stearns 1997 - 2000
Skills
Financial Modeling, Hedge Funds, Investments, Equity Research, Equity Valuation, Equities, Corporate Finance, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Georgetown University - The McDonough School of Business
David Orlando David Orlando's Miller Tabak Experience December 2007 - March 2011
Job Retail Mortgage Underwriter at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Miller Tabak December 2007 - March 2011
Cathay Financial March 2000 - October 2007
PaineWebber 1996 - 2000
Kidder Peabody 1993 - 1995
Skills
Series 24, Series 7, Series 63, Series 55, Equity Trading, Compliance, Option Trading, Merger Arb, Pairs Trading, Stub Trading, Algorithms, VWAP, Dark Pools, capital commitment, ETFs, Equity Derivatives, FINRA, Options, Securities
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
JPMorgan Chase March 2012 - Present
Miller Tabak December 2007 - March 2011
Cathay Financial March 2000 - October 2007
PaineWebber 1996 - 2000
Kidder Peabody 1993 - 1995
Skills
Series 24, Series 7, Series 63, Series 55, Equity Trading, Compliance, Option Trading, Merger Arb, Pairs Trading, Stub Trading, Algorithms, VWAP, Dark Pools, capital commitment, ETFs, Equity Derivatives, FINRA, Options, Securities
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
Michael K. McCarty Michael K. McCarty's Miller Tabak Experience 1998 - 2004
Job Managing Partner at Differential Research, LLC
Industry Financial Services
Experience
Differential Research, LLC January 2010 - Present
Differential Investment Partners July 2009 - Present
Meridian Equity Partners Inc. January 2007 - June 2009
Morgan Joseph & Company January 2005 - August 2006
IRG Research 2004 - 2005
Miller Tabak 1998 - 2004
Cowen & Co. 1989 - 1994
Oppenheimer & Co. 1985 - 1988
Oppenheimer & Co. 1985 - 1988
Skills
Options, Derivatives, Volatility, Game Theory, Trading, Equities, Portfolio Management, Investment Banking, Equity Research, Electronic Trading, Start-ups, Strategy, Capital Markets, Trading Strategies, Economics, Hedging, Alternative Investments, Options Strategies, Financial Risk, Hedge Funds, Derivatives Trading, ETFs, Institutional..., Quantitative Finance, Equity Trading, Financial Markets, Trading Systems, Bloomberg, Emerging Markets, Equity Derivatives, Proprietary Trading, Global Macro
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS, Finance
Emory University 1978 — 1983
Economics
Differential Research, LLC January 2010 - Present
Differential Investment Partners July 2009 - Present
Meridian Equity Partners Inc. January 2007 - June 2009
Morgan Joseph & Company January 2005 - August 2006
IRG Research 2004 - 2005
Miller Tabak 1998 - 2004
Cowen & Co. 1989 - 1994
Oppenheimer & Co. 1985 - 1988
Oppenheimer & Co. 1985 - 1988
Skills
Options, Derivatives, Volatility, Game Theory, Trading, Equities, Portfolio Management, Investment Banking, Equity Research, Electronic Trading, Start-ups, Strategy, Capital Markets, Trading Strategies, Economics, Hedging, Alternative Investments, Options Strategies, Financial Risk, Hedge Funds, Derivatives Trading, ETFs, Institutional..., Quantitative Finance, Equity Trading, Financial Markets, Trading Systems, Bloomberg, Emerging Markets, Equity Derivatives, Proprietary Trading, Global Macro
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS, Finance
Emory University 1978 — 1983
Economics
Birch Chris's Miller Tabak Experience January 2003 - February 2007
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. February 2007 - Present
Miller Tabak January 2003 - February 2007
Skills
Equity Trading, Fixed Income
Education
Fordham University 1987 — 1991
Bachelor's degree, History
Canaccord Genuity Inc. February 2007 - Present
Miller Tabak January 2003 - February 2007
Skills
Equity Trading, Fixed Income
Education
Fordham University 1987 — 1991
Bachelor's degree, History
Andres Tavarez's Miller Tabak Experience January 2005 - November 2014
Job Court AssistantManhattan Family Court
Industry Government Administration
Experience
New York Family Court December 2014 - Present
Miller Tabak January 2005 - November 2014
Education
Brooklyn College
New York Family Court December 2014 - Present
Miller Tabak January 2005 - November 2014
Education
Brooklyn College
Bradley Gering's Miller Tabak Experience June 2010 - October 2014
Job Sr VP; Plant Mgr at S&G Tool Aid Corp
Industry Logistics and Supply Chain
Experience
S&G Tool Aid Corp October 2014 - Present
Miller Tabak June 2010 - October 2014
Kevin Dann & Partners November 2003 - June 2010
Ladenburg Thalmann 2000 - 2003
Skills
Hedge Funds, Equities, Fixed Income, Electronic Trading, Series 63, Capital Markets, Equity Trading, Series 7, Options, Equity Research, Trading
Education
New England College
S&G Tool Aid Corp October 2014 - Present
Miller Tabak June 2010 - October 2014
Kevin Dann & Partners November 2003 - June 2010
Ladenburg Thalmann 2000 - 2003
Skills
Hedge Funds, Equities, Fixed Income, Electronic Trading, Series 63, Capital Markets, Equity Trading, Series 7, Options, Equity Research, Trading
Education
New England College
Brett Keeler Brett Keeler's Miller Tabak Experience May 2010 - October 2010
Job Assistant Construction Manager at Maximus Real Estate
Industry Mechanical or Industrial Engineering
Experience
Maximus Real Estate August 2015 - Present
Swinerton Builders November 2014 - August 2015
Stanford University - The Whiting-Turner Contracting Company July 2013 - October 2014
Structure Tone October 2010 - May 2013
AXN-RXN Engineering December 2010 - May 2012
Miller Tabak May 2010 - October 2010
Harbor Point, Stamford May 2009 - August 2009
Skills
Financial Modeling, Microsoft Office, Microsoft Excel, Matlab, Due Diligence, Valuation, Financial Analysis, PowerPoint, Project Management, Research, Microsoft Word, Engineering
Education
University of Virginia 2007 — 2010
BS, Mechanical Engineering
Lehigh University 2006 — 2007
Mechanical Engineering
Maximus Real Estate August 2015 - Present
Swinerton Builders November 2014 - August 2015
Stanford University - The Whiting-Turner Contracting Company July 2013 - October 2014
Structure Tone October 2010 - May 2013
AXN-RXN Engineering December 2010 - May 2012
Miller Tabak May 2010 - October 2010
Harbor Point, Stamford May 2009 - August 2009
Skills
Financial Modeling, Microsoft Office, Microsoft Excel, Matlab, Due Diligence, Valuation, Financial Analysis, PowerPoint, Project Management, Research, Microsoft Word, Engineering
Education
University of Virginia 2007 — 2010
BS, Mechanical Engineering
Lehigh University 2006 — 2007
Mechanical Engineering
Michele Skupp's Miller Tabak Experience October 1994 - April 2014
Job Owner at ORA LLC
Industry Financial Services
Experience
ICAP North America June 2014 - April 2015
Miller Tabak October 1994 - April 2014
Salomon Brothers 1982 - 1993
Drexel Burnham Lambert 1980 - 1982
Skills
Series 7, Series 63, Trading, Alternative Investments, Options, Derivatives, Equities, ETFs, Investments, Fixed Income, Financial Risk, Bloomberg, Institutional..., Equity Research, Capital Markets, Equity Trading, Investment Banking, Mutual Funds, Portfolio Management, Corporate Finance, Equity Derivatives, Hedge Funds, Bonds, Securities, Financial Markets, Fund Of Funds, Electronic Trading, Emerging Markets, Private Equity, Due Diligence, Financial Modeling, Trading Systems, Commodity, Hedging
Education
Franklin & Marshall College 1976 — 1979
Bachelor of Arts (B.A.), Economics
ICAP North America June 2014 - April 2015
Miller Tabak October 1994 - April 2014
Salomon Brothers 1982 - 1993
Drexel Burnham Lambert 1980 - 1982
Skills
Series 7, Series 63, Trading, Alternative Investments, Options, Derivatives, Equities, ETFs, Investments, Fixed Income, Financial Risk, Bloomberg, Institutional..., Equity Research, Capital Markets, Equity Trading, Investment Banking, Mutual Funds, Portfolio Management, Corporate Finance, Equity Derivatives, Hedge Funds, Bonds, Securities, Financial Markets, Fund Of Funds, Electronic Trading, Emerging Markets, Private Equity, Due Diligence, Financial Modeling, Trading Systems, Commodity, Hedging
Education
Franklin & Marshall College 1976 — 1979
Bachelor of Arts (B.A.), Economics
Dan Greenhaus Dan Greenhaus's Miller Tabak Experience July 2004 - June 2011
Job Chief Global Strategist at BTIG
Industry Financial Services
Experience
BTIG June 2011 - Present
Miller Tabak July 2004 - June 2011
Skills
Strategy, Options, Bloomberg, Equity Research, Hedge Funds, Derivatives, Equities, Trading, Fixed Income, Economic Research, Financial Modeling
Education
State University of New York College at Buffalo 1995 — 1999
BA, Business
BTIG June 2011 - Present
Miller Tabak July 2004 - June 2011
Skills
Strategy, Options, Bloomberg, Equity Research, Hedge Funds, Derivatives, Equities, Trading, Fixed Income, Economic Research, Financial Modeling
Education
State University of New York College at Buffalo 1995 — 1999
BA, Business
Italo Passante Italo Passante's Miller Tabak Experience April 2008 - October 2010
Job Equity Sales & Trading at Scarsdale Equities LLC
Industry Financial Services
Experience
Scarsdale Equities LLC February 2010 - Present
Miller Tabak April 2008 - October 2010
Education
New York University
Bachelor of Arts (B.A.), Political Science and International Relations
Universita Di Firenze, Cesare Alfieri Scuola di Scienza Politica, Firenze, Italia
International Relations and EU Law
Scarsdale Equities LLC February 2010 - Present
Miller Tabak April 2008 - October 2010
Education
New York University
Bachelor of Arts (B.A.), Political Science and International Relations
Universita Di Firenze, Cesare Alfieri Scuola di Scienza Politica, Firenze, Italia
International Relations and EU Law
James Graziosa's Miller Tabak Experience 2008 - 2009
Job Equity Trader
Industry Capital Markets
Experience
Rendena Capital 2009 - Present
Miller Tabak 2008 - 2009
Atlantic Investment Management 2008 - 2008
A.R.T. Advisors 2006 - 2008
Skills
Equity trade execution, 3rd Party Marketing, Capital Introduction, Equities, Trading, Investments, Alternative Investments, Hedge Funds, Capital Markets, Portfolio Management, Fixed Income, Asset Management, Mutual Funds, Bloomberg, Derivatives, Financial Markets, Trading Systems, Options, Trading Strategies, Securities, Electronic Trading, Investment Banking, Valuation
Education
University of Pennsylvania 1993 — 1997
Bachelor of Arts, Economics
University of Pennsylvania
Economics
Rendena Capital 2009 - Present
Miller Tabak 2008 - 2009
Atlantic Investment Management 2008 - 2008
A.R.T. Advisors 2006 - 2008
Skills
Equity trade execution, 3rd Party Marketing, Capital Introduction, Equities, Trading, Investments, Alternative Investments, Hedge Funds, Capital Markets, Portfolio Management, Fixed Income, Asset Management, Mutual Funds, Bloomberg, Derivatives, Financial Markets, Trading Systems, Options, Trading Strategies, Securities, Electronic Trading, Investment Banking, Valuation
Education
University of Pennsylvania 1993 — 1997
Bachelor of Arts, Economics
University of Pennsylvania
Economics
Ella Cohen Ella Cohen's Miller Tabak Experience June 2011 - August 2011
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
New York Legal Assistance Group May 2015 - August 2015
ONE Campaign June 2013 - August 2013
Gillibrand for Senate January 2013 - May 2013
The Office of Senator Kirsten E. Gillibrand May 2012 - June 2012
Miller Tabak June 2011 - August 2011
Aronson Mayefsky & Sloan, LLP May 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Intranet Quorum, Congressional Research..., R Statistical Computing..., NGP VAN Campaign..., Spanish, Legislative Relations, Editing
Education
Harvard Law School 2014 — 2017
Doctor of Law (J.D.)
Georgetown University 2010 — 2014
Bachelor's degree, Major: Government, Minor: Theology
Charles University in Prague 2012 — 2012
Semester Abroad
Rye Neck High School
New York Legal Assistance Group May 2015 - August 2015
ONE Campaign June 2013 - August 2013
Gillibrand for Senate January 2013 - May 2013
The Office of Senator Kirsten E. Gillibrand May 2012 - June 2012
Miller Tabak June 2011 - August 2011
Aronson Mayefsky & Sloan, LLP May 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Intranet Quorum, Congressional Research..., R Statistical Computing..., NGP VAN Campaign..., Spanish, Legislative Relations, Editing
Education
Harvard Law School 2014 — 2017
Doctor of Law (J.D.)
Georgetown University 2010 — 2014
Bachelor's degree, Major: Government, Minor: Theology
Charles University in Prague 2012 — 2012
Semester Abroad
Rye Neck High School
Bud Haslett, CFA Bud Haslett, CFA's Miller Tabak Experience April 2006 - April 2009
Job Executive Director CFA Institute Research Foundation
Industry Investment Management
Experience
CFA Institute October 2010 - Present
CFA Institute April 2009 - May 2012
Miller Tabak Capital Management April 2008 - April 2009
Miller Tabak April 2006 - April 2009
Write Capital May 2003 - April 2006
Philadelphia Stock Exchange May 1983 - May 2003
Skills
Strategic Planning, Managing Non-Profits, Risk Management, Derivatives, Options, Volatility, Hedging, Investments, Management, Non-profits, Equities, Quantitative Analytics, Banking, Financial Markets, Asset Managment, Financial Analysis, Trading, Alternative Investments, Investment Strategies, Portfolio Management, Emerging Markets, Financial Risk, Capital Markets, FX Options, Trading Strategies, Equity Trading, Equity Research, Finance, Asset Allocation, Wealth Management, Financial Modeling, Hedge Funds, Trading Systems, Strategy, Equity Derivatives, Valuation, Securities, Mutual Funds, Investment Advisory, Investment Management, Strategic Financial..., Equity Valuation, Asset Management, Nonprofits, Published Author, Corporate Finance, Investment Banking, Fixed Income, Bonds, Private Equity
Education
University of Pennsylvania 1999 — 2001
MLA, Liberal Arts
Drexel University 1981 — 1982
MBA, Investment Management
Shippensburg University of Pennsylvania 1976 — 1980
BS/BA, Finance
CFA Institute October 2010 - Present
CFA Institute April 2009 - May 2012
Miller Tabak Capital Management April 2008 - April 2009
Miller Tabak April 2006 - April 2009
Write Capital May 2003 - April 2006
Philadelphia Stock Exchange May 1983 - May 2003
Skills
Strategic Planning, Managing Non-Profits, Risk Management, Derivatives, Options, Volatility, Hedging, Investments, Management, Non-profits, Equities, Quantitative Analytics, Banking, Financial Markets, Asset Managment, Financial Analysis, Trading, Alternative Investments, Investment Strategies, Portfolio Management, Emerging Markets, Financial Risk, Capital Markets, FX Options, Trading Strategies, Equity Trading, Equity Research, Finance, Asset Allocation, Wealth Management, Financial Modeling, Hedge Funds, Trading Systems, Strategy, Equity Derivatives, Valuation, Securities, Mutual Funds, Investment Advisory, Investment Management, Strategic Financial..., Equity Valuation, Asset Management, Nonprofits, Published Author, Corporate Finance, Investment Banking, Fixed Income, Bonds, Private Equity
Education
University of Pennsylvania 1999 — 2001
MLA, Liberal Arts
Drexel University 1981 — 1982
MBA, Investment Management
Shippensburg University of Pennsylvania 1976 — 1980
BS/BA, Finance
Patrick Hudson's Miller Tabak Experience 2004 - September 2010
Job VP Equity Derivatives
Industry Financial Services
Experience
BMO Capital Markets October 2010 - Present
Miller Tabak 2004 - September 2010
Skills
Derivatives, Options, Risk Management
Education
The George Washington University 2000 — 2004
Gulliver Preparatory
BMO Capital Markets October 2010 - Present
Miller Tabak 2004 - September 2010
Skills
Derivatives, Options, Risk Management
Education
The George Washington University 2000 — 2004
Gulliver Preparatory
Brian Byrne's Miller Tabak Experience October 2002 - June 2014
Job Sales & Trading at Cornerstone Macro LLC
Industry Financial Services
Experience
Cornerstone Macro LLC July 2014 - Present
Miller Tabak October 2002 - June 2014
Navigator Asset Management March 2000 - August 2002
Skills
Equities, Equity Trading, Electronic Trading, Trading, Bloomberg, Options, Fidessa, ETFs, Algorithms, Program Trading, Trading Systems, Hedge Funds
Education
Phillips Exeter Academy
Trinity College-Hartford
Economics, Computer Science
Winchester High School
Cornerstone Macro LLC July 2014 - Present
Miller Tabak October 2002 - June 2014
Navigator Asset Management March 2000 - August 2002
Skills
Equities, Equity Trading, Electronic Trading, Trading, Bloomberg, Options, Fidessa, ETFs, Algorithms, Program Trading, Trading Systems, Hedge Funds
Education
Phillips Exeter Academy
Trinity College-Hartford
Economics, Computer Science
Winchester High School
Rhonda Sexer-Levy's Miller Tabak Experience June 2004 - November 2014
Job Vice President Institutional Sales at RF Lafferty & Co., Inc
Industry Investment Management
Experience
RF Lafferty & Co., Inc December 2014 - Present
Miller Tabak June 2004 - November 2014
Access Securities November 1998 - June 2004
UBS Securities Co., Ltd April 1990 - October 1998
Paramount Capital May 1987 - April 1990
Drexel Burnham Lambert September 1980 - April 1987
Skills
Options, Equities, Research Sales, Hedge Funds, ETFs, Series 7, 63, 55, 3, Trading, Derivatives, Research, Equity Trading, Bloomberg, Equity Derivatives, Technical Analysis, Hedging, Series 7, Options Strategies, Portfolio Management, Electronic Trading
Education
State University of New York at Albany 1976 — 1980
BS/Bus Admin, Marketing and Statistics
RF Lafferty & Co., Inc December 2014 - Present
Miller Tabak June 2004 - November 2014
Access Securities November 1998 - June 2004
UBS Securities Co., Ltd April 1990 - October 1998
Paramount Capital May 1987 - April 1990
Drexel Burnham Lambert September 1980 - April 1987
Skills
Options, Equities, Research Sales, Hedge Funds, ETFs, Series 7, 63, 55, 3, Trading, Derivatives, Research, Equity Trading, Bloomberg, Equity Derivatives, Technical Analysis, Hedging, Series 7, Options Strategies, Portfolio Management, Electronic Trading
Education
State University of New York at Albany 1976 — 1980
BS/Bus Admin, Marketing and Statistics
Dan Zibman's Miller Tabak Experience January 1998 - November 2004
Job alternative investment marketing at Sword, Rowe & Co.
Industry Investment Management
Experience
Sword, Rowe & Company November 2004 - Present
Miller Tabak January 1998 - November 2004
Tremont Advisors April 1996 - December 1997
US Army September 1965 - August 1968
Skills
Hedge Funds, Investments, Equities, Fixed Income, Options, Alternative Investments, Fund Of Funds, Risk Management, Securities, Asset Managment, Due Diligence, Private Equity, Asset Management
Education
Temple University - Fox School of Business and Management 1979 — 1981
MBA
Temple University 1969 — 1974
BA, eastern religions
US Military Academy Preparatory School 1966 — 1967
Sword, Rowe & Company November 2004 - Present
Miller Tabak January 1998 - November 2004
Tremont Advisors April 1996 - December 1997
US Army September 1965 - August 1968
Skills
Hedge Funds, Investments, Equities, Fixed Income, Options, Alternative Investments, Fund Of Funds, Risk Management, Securities, Asset Managment, Due Diligence, Private Equity, Asset Management
Education
Temple University - Fox School of Business and Management 1979 — 1981
MBA
Temple University 1969 — 1974
BA, eastern religions
US Military Academy Preparatory School 1966 — 1967
Clarence Capio's Miller Tabak Experience January 2004 - August 2006
Job Vice President BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2008 - Present
Banc of America Securities August 2006 - September 2008
Miller Tabak January 2004 - August 2006
Devry Institute of Technology 1999 - 2001
Skills
Application Support, Trading Systems, Equities, Production Support, Fixed Income, Prime Brokerage, Business Analysis, Equity Derivatives, Investment Banking, Swaps, Electronic Trading, Derivatives, Credit Derivatives, Middle Office, Securities Lending
Education
DeVry University 1998 — 2001
BS, CIS
City University of New York-Hunter College 1996 — 1998
BNP Paribas October 2008 - Present
Banc of America Securities August 2006 - September 2008
Miller Tabak January 2004 - August 2006
Devry Institute of Technology 1999 - 2001
Skills
Application Support, Trading Systems, Equities, Production Support, Fixed Income, Prime Brokerage, Business Analysis, Equity Derivatives, Investment Banking, Swaps, Electronic Trading, Derivatives, Credit Derivatives, Middle Office, Securities Lending
Education
DeVry University 1998 — 2001
BS, CIS
City University of New York-Hunter College 1996 — 1998
JC Stamler's Miller Tabak Experience 2000 - 2007
Job Equity Sales Trader at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. November 2013 - Present
The PrinceRidge Group January 2013 - July 2013
Casimir Capital April 2010 - November 2012
GFI Group August 2007 - April 2010
Miller Tabak 2000 - 2007
Bear Wagner 1999 - 2000
Kalb Voorhis 1995 - 1999
Skills
Series 7, Series 63, Equity Trading
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Gunnery 1988 — 1991
Kennebec 1983 — 1987
rumson country day school
B. Riley & Co. November 2013 - Present
The PrinceRidge Group January 2013 - July 2013
Casimir Capital April 2010 - November 2012
GFI Group August 2007 - April 2010
Miller Tabak 2000 - 2007
Bear Wagner 1999 - 2000
Kalb Voorhis 1995 - 1999
Skills
Series 7, Series 63, Equity Trading
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Gunnery 1988 — 1991
Kennebec 1983 — 1987
rumson country day school
Kevin Meier, CFA's Miller Tabak Experience January 2009 - April 2013
Job Portfolio Manager at Plantingfield Partners
Industry Financial Services
Experience
Plantingfield Partners, LLC May 2013 - Present
Miller Tabak January 2009 - April 2013
Skills
Series 7, Series 63, Series 55, Series 9, Series 10, Arbitrage, Pairs trading, FINRA, Pairs Trading, Alternative Investments, Equity Trading, Bloomberg, Equities, Options, Hedge Funds, Capital Markets, Fixed Income, Microsoft Office, Investments, Valuation, Financial Analysis, Private Equity, Portfolio Management, Investment Banking, Financial Modeling, Equity Research, Securities, Asset Allocation, Trading, Due Diligence, Asset Management
Education
Bowdoin College 1996 — 2000
AB, English
Holderness School 1993 — 1996
Plantingfield Partners, LLC May 2013 - Present
Miller Tabak January 2009 - April 2013
Skills
Series 7, Series 63, Series 55, Series 9, Series 10, Arbitrage, Pairs trading, FINRA, Pairs Trading, Alternative Investments, Equity Trading, Bloomberg, Equities, Options, Hedge Funds, Capital Markets, Fixed Income, Microsoft Office, Investments, Valuation, Financial Analysis, Private Equity, Portfolio Management, Investment Banking, Financial Modeling, Equity Research, Securities, Asset Allocation, Trading, Due Diligence, Asset Management
Education
Bowdoin College 1996 — 2000
AB, English
Holderness School 1993 — 1996
Reuben Lee's Miller Tabak Experience August 2007 - December 2008
Job Vice President at Barclays Wealth Americas
Industry Information Technology and Services
Experience
Barclays Wealth Americas September 2010 - Present
Credit Suisse March 2010 - September 2010
GM Asset Management January 2009 - March 2010
Promark Global Advisors, Inc. 2009 - March 2010
Miller Tabak August 2007 - December 2008
Miller Tabak 1999 - July 2007
Skills
Project Management, Business Analysis, Program Management, Trading Systems, Derivatives, Fixed Income, Equities, Electronic Trading, Market Data, Trading, Back Office, Financial Markets, Regulatory Compliance, Investment Banking, Capital Markets, SDLC, Hedge Funds, Portfolio Management, Asset Management, Integration, PMO, Management, Options, Agile Methodologies, Financial Services, Analysis, Risk Management
Education
Columbia Engineering 1989 — 1993
BS, Industrial Engineering
Bronx Science
Barclays Wealth Americas September 2010 - Present
Credit Suisse March 2010 - September 2010
GM Asset Management January 2009 - March 2010
Promark Global Advisors, Inc. 2009 - March 2010
Miller Tabak August 2007 - December 2008
Miller Tabak 1999 - July 2007
Skills
Project Management, Business Analysis, Program Management, Trading Systems, Derivatives, Fixed Income, Equities, Electronic Trading, Market Data, Trading, Back Office, Financial Markets, Regulatory Compliance, Investment Banking, Capital Markets, SDLC, Hedge Funds, Portfolio Management, Asset Management, Integration, PMO, Management, Options, Agile Methodologies, Financial Services, Analysis, Risk Management
Education
Columbia Engineering 1989 — 1993
BS, Industrial Engineering
Bronx Science
Dylan Minert's Miller Tabak Experience June 2005 - August 2005
Job Portfolio Manager at MC Asset Management Holdings LLC
Industry Investment Management
Experience
MC Asset Management Holdings, LLC September 2013 - Present
JAE Credit Management January 2012 - September 2013
James Caird Asset Managment (Formerly Moore Credit Fund) April 2009 - January 2012
Barclays Capital September 2007 - October 2008
Miller Tabak June 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Skills
Hedge Funds, Fixed Income, Credit Derivatives
Education
Cornell University 2003 — 2007
B.S., Applied Economics and Management
MC Asset Management Holdings, LLC September 2013 - Present
JAE Credit Management January 2012 - September 2013
James Caird Asset Managment (Formerly Moore Credit Fund) April 2009 - January 2012
Barclays Capital September 2007 - October 2008
Miller Tabak June 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Skills
Hedge Funds, Fixed Income, Credit Derivatives
Education
Cornell University 2003 — 2007
B.S., Applied Economics and Management
Jonathan Krinsky, CMT's Miller Tabak Experience April 2012 - October 2013
Job Chief Market Technician at MKM Partners
Industry Financial Services
Experience
Miller Tabak April 2012 - October 2013
Miller Tabak December 2007 - October 2013
Westchester Country Club May 2007 - November 2007
Metedeconk National Golf Club 2006 - 2006
Skills
Series 3, Series 7, Series 63, PowerPoint, Bloomberg, Microsoft Office, Customer Service, Microsoft Excel, Technical Analysis, CMT Level 3 Candidate, Securities, FINRA, Equity Trading
Education
Penn State University 2002 — 2006
Miller Tabak April 2012 - October 2013
Miller Tabak December 2007 - October 2013
Westchester Country Club May 2007 - November 2007
Metedeconk National Golf Club 2006 - 2006
Skills
Series 3, Series 7, Series 63, PowerPoint, Bloomberg, Microsoft Office, Customer Service, Microsoft Excel, Technical Analysis, CMT Level 3 Candidate, Securities, FINRA, Equity Trading
Education
Penn State University 2002 — 2006
Jonathan Moscou's Miller Tabak Experience March 2008 - February 2014
Job Sales Associate at Interactive Brokers Group
Industry Financial Services
Experience
Interactive Brokers Group July 2014 - Present
Rhino Trading Partners, LLC February 2014 - July 2014
Miller Tabak March 2008 - February 2014
Dreman Value Management June 2006 - February 2008
Bank One Investment Advisors October 1999 - October 2004
Matrix Asset Advisors February 1996 - October 1999
Education
ohio wesleyan 1986 — 1989
BA, Politics & Government
Ohio Wesleyan University 1984 — 1989
BA, Politics & Government
scarsdale high school 1978 — 1982
Skidmore College
Interactive Brokers Group July 2014 - Present
Rhino Trading Partners, LLC February 2014 - July 2014
Miller Tabak March 2008 - February 2014
Dreman Value Management June 2006 - February 2008
Bank One Investment Advisors October 1999 - October 2004
Matrix Asset Advisors February 1996 - October 1999
Education
ohio wesleyan 1986 — 1989
BA, Politics & Government
Ohio Wesleyan University 1984 — 1989
BA, Politics & Government
scarsdale high school 1978 — 1982
Skidmore College
Jim Brandt, CFA's Miller Tabak Experience May 2009 - December 2010
Job Director at UBS Global Asset Management
Industry Capital Markets
Experience
UBS Global Asset Management November 2010 - Present
Miller Tabak May 2009 - December 2010
Duncan Hurst Capital Management June 1998 - October 2008
Education
University of Southern California
BS, Business
UBS Global Asset Management November 2010 - Present
Miller Tabak May 2009 - December 2010
Duncan Hurst Capital Management June 1998 - October 2008
Education
University of Southern California
BS, Business
Blake Wheale's Miller Tabak Experience May 2009 - July 2012
Job North America Outbound Sales Manager, Google For Work
Industry Internet
Experience
Google August 2014 - Present
Dartmouth College August 2013 - August 2014
St. Paul's School July 2012 - August 2013
Miller Tabak May 2009 - July 2012
Skills
New Business Development, Customer Acquisition, Sales, Asset Management, Fundraising, Start-ups, Team Management, Equities, Derivatives, Series 63, Bloomberg, Trading, Equity Research, Options, Financial Modeling, Series 7, Fixed Income, Capital Markets, ETFs, Mutual Funds, Equity Trading, Alternative Investments, Hedge Funds, Bloomberg Terminal, Public Speaking, Nonprofits, Business Development
Education
Columbia University in the City of New York 2009 — 2011
Advanced Certification of Professional Achievement in Business, Business Administration and Management, General, 4.0
Bowdoin College 2005 — 2009
BA, Double Major: Economics + Government & Legal Studies, 3.75
Google August 2014 - Present
Dartmouth College August 2013 - August 2014
St. Paul's School July 2012 - August 2013
Miller Tabak May 2009 - July 2012
Skills
New Business Development, Customer Acquisition, Sales, Asset Management, Fundraising, Start-ups, Team Management, Equities, Derivatives, Series 63, Bloomberg, Trading, Equity Research, Options, Financial Modeling, Series 7, Fixed Income, Capital Markets, ETFs, Mutual Funds, Equity Trading, Alternative Investments, Hedge Funds, Bloomberg Terminal, Public Speaking, Nonprofits, Business Development
Education
Columbia University in the City of New York 2009 — 2011
Advanced Certification of Professional Achievement in Business, Business Administration and Management, General, 4.0
Bowdoin College 2005 — 2009
BA, Double Major: Economics + Government & Legal Studies, 3.75
Patrick Marshall, CFA's Miller Tabak Experience September 2010 - July 2011
Job Research Associate at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group 2011 - Present
Miller Tabak September 2010 - July 2011
AMR Capital Trading August 2009 - September 2010
Knight Capital Group September 2007 - November 2007
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Equity Research, Credit Research
Education
Dartmouth College 2005 — 2009
AB, Government
Gilman 1999 — 2005
CRT Capital Group 2011 - Present
Miller Tabak September 2010 - July 2011
AMR Capital Trading August 2009 - September 2010
Knight Capital Group September 2007 - November 2007
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Equity Research, Credit Research
Education
Dartmouth College 2005 — 2009
AB, Government
Gilman 1999 — 2005
Anthony Crescenzi's Miller Tabak Experience May 1986 - June 2009
Job Executive VP, Strategist, Portfolio Manager at PIMCO
Industry Investment Management
Experience
PIMCO June 2009 - Present
Miller Tabak May 1986 - June 2009
Skills
Asset Management, Capital Markets, ETFs, Financial Markets, Emerging Markets
Education
St. John's University
Master of Business Administration (MBA), Finance
PIMCO June 2009 - Present
Miller Tabak May 1986 - June 2009
Skills
Asset Management, Capital Markets, ETFs, Financial Markets, Emerging Markets
Education
St. John's University
Master of Business Administration (MBA), Finance
Frank Mackinney's Miller Tabak Experience September 2011 - April 2013
Job Caxton Associates
Industry Financial Services
Experience
Caxton Associates January 2014 - Present
BNY Mellon April 2013 - December 2013
Miller Tabak September 2011 - April 2013
James Caird Asset Management (Formerly Moore Credit Fund) July 2008 - August 2011
Moore Capital Management June 1998 - July 2008
Education
Loyola University Maryland 1995 — 1998
Caxton Associates January 2014 - Present
BNY Mellon April 2013 - December 2013
Miller Tabak September 2011 - April 2013
James Caird Asset Management (Formerly Moore Credit Fund) July 2008 - August 2011
Moore Capital Management June 1998 - July 2008
Education
Loyola University Maryland 1995 — 1998
T.W. Arrighi's Miller Tabak Experience December 2011 - February 2012
Job Project Coordinator at kellenPROJECTS LLC
Industry Management Consulting
Experience
kellenPROJECTS LLC May 2012 - Present
Miller Tabak December 2011 - February 2012
UBS September 2011 - December 2011
UBS Wealth Management June 2011 - August 2011
Balanced Budget Amendment Campaign May 2009 - November 2010
Angelo D'Emilia for State Representitive May 2009 - November 2010
Senator Robert S. Creedon Jr. 2006 - 2008
Skills
Leadership, Data Analysis, Financial Modeling, Financial Analysis, PowerPoint, Strategy, Economics, Public Speaking
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Heythrop College, U. of London 2011 — 2011
International Business
Boston College High School 2004 — 2008
kellenPROJECTS LLC May 2012 - Present
Miller Tabak December 2011 - February 2012
UBS September 2011 - December 2011
UBS Wealth Management June 2011 - August 2011
Balanced Budget Amendment Campaign May 2009 - November 2010
Angelo D'Emilia for State Representitive May 2009 - November 2010
Senator Robert S. Creedon Jr. 2006 - 2008
Skills
Leadership, Data Analysis, Financial Modeling, Financial Analysis, PowerPoint, Strategy, Economics, Public Speaking
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Heythrop College, U. of London 2011 — 2011
International Business
Boston College High School 2004 — 2008
Tobias Schneichel's Miller Tabak Experience July 2012 - August 2013
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank October 2014 - Present
Wedbush Securities September 2013 - October 2014
Miller Tabak July 2012 - August 2013
Chardan Capital Markets April 2010 - June 2012
Atlantic Equities October 2007 - March 2010
Deutsche Bank January 2007 - September 2007
Haribo GmbH & Co.KG August 2001 - July 2003
Skills
Institutional..., Equities, Institutional Sales, Hedge Funds, Equity Research, Alternative Investments, Asset Management, Capital Markets, Institutional, Stocks, Bloomberg, Investment Banking, Valuation
Education
EDHEC Business School 2006 — 2006
Study abroad, International Business
Maastricht University 2003 — 2006
Bsc, Int'l Business Economics (Finance)
Deutsche Bank October 2014 - Present
Wedbush Securities September 2013 - October 2014
Miller Tabak July 2012 - August 2013
Chardan Capital Markets April 2010 - June 2012
Atlantic Equities October 2007 - March 2010
Deutsche Bank January 2007 - September 2007
Haribo GmbH & Co.KG August 2001 - July 2003
Skills
Institutional..., Equities, Institutional Sales, Hedge Funds, Equity Research, Alternative Investments, Asset Management, Capital Markets, Institutional, Stocks, Bloomberg, Investment Banking, Valuation
Education
EDHEC Business School 2006 — 2006
Study abroad, International Business
Maastricht University 2003 — 2006
Bsc, Int'l Business Economics (Finance)
Selma Boualem Hollis's Miller Tabak Experience December 2008 - December 2009
Job Experienced Professional Seeking Exciting Opportunity in Finance/HR
Industry Human Resources
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley May 2014 - February 2015
WorldQuant LLC November 2011 - December 2013
PwC April 2011 - October 2011
Town Sports International October 2010 - April 2011
Miller Tabak December 2008 - December 2009
Guaranteed Home Mortgage Company, Inc. November 2004 - December 2008
James Madison University March 2001 - May 2004
Search for Common Ground June 2003 - July 2003
Skills
Microsoft Office, QuickBooks, Research, PowerPoint, Management, Training, Interviews, Recruiting, Human Resources, Onboarding, Project Management, Microsoft Excel, Finance, Hiring
Education
James Madison University - College of Business 2000 — 2004
BBA, Finance
Morgan Stanley August 2015 - Present
Morgan Stanley May 2014 - February 2015
WorldQuant LLC November 2011 - December 2013
PwC April 2011 - October 2011
Town Sports International October 2010 - April 2011
Miller Tabak December 2008 - December 2009
Guaranteed Home Mortgage Company, Inc. November 2004 - December 2008
James Madison University March 2001 - May 2004
Search for Common Ground June 2003 - July 2003
Skills
Microsoft Office, QuickBooks, Research, PowerPoint, Management, Training, Interviews, Recruiting, Human Resources, Onboarding, Project Management, Microsoft Excel, Finance, Hiring
Education
James Madison University - College of Business 2000 — 2004
BBA, Finance
Brandon Kobelt's Miller Tabak Experience June 2006 - April 2013
Job Institutional Options Trading
Industry Financial Services
Experience
ISI Group 2013 - Present
Miller Tabak June 2006 - April 2013
Education
Saint Michael's College 2002 — 2006
Fordham Prep
ISI Group 2013 - Present
Miller Tabak June 2006 - April 2013
Education
Saint Michael's College 2002 — 2006
Fordham Prep
Aaron Read's Miller Tabak Experience June 2009 - June 2010
Job Fixed Income Trader
Industry Financial Services
Experience
Auriga USA, LLC June 2013 - Present
Gleacher Partners May 2012 - June 2013
Cantor Fitzgerald May 2011 - December 2011
Cohen and Company May 2010 - May 2011
Miller Tabak June 2009 - June 2010
Blue Mountain Capital Group June 2007 - May 2009
BlackRock July 1999 - May 2007
Skills
Fixed Income, Series 7, Portfolio Management, Series 63, Trading, Asset Management, Bonds, Finance, Asset Allocation, Structured Products, Financial Markets, Securities, ABS, Alternative Investments
Education
Columbia University in the City of New York 1998 — 1999
Masters, Financial Engineering
University of Rhode Island 1994 — 1998
BS, Industrial Engineering
Auriga USA, LLC June 2013 - Present
Gleacher Partners May 2012 - June 2013
Cantor Fitzgerald May 2011 - December 2011
Cohen and Company May 2010 - May 2011
Miller Tabak June 2009 - June 2010
Blue Mountain Capital Group June 2007 - May 2009
BlackRock July 1999 - May 2007
Skills
Fixed Income, Series 7, Portfolio Management, Series 63, Trading, Asset Management, Bonds, Finance, Asset Allocation, Structured Products, Financial Markets, Securities, ABS, Alternative Investments
Education
Columbia University in the City of New York 1998 — 1999
Masters, Financial Engineering
University of Rhode Island 1994 — 1998
BS, Industrial Engineering
Luke Coppedge's Miller Tabak Experience January 2003 - October 2014
Job Equity & Equity Derivative Sales Trader at MKM Partners
Industry Financial Services
Experience
Miller Tabak January 2003 - October 2014
Skills
Equities, Options, Bloomberg, Trading, Hedge Funds, Equity Trading, Equity Derivatives, Derivatives, Trading Systems, Investments
Education
Middlebury College 1998 — 2002
Taft School 1994 — 1998
Miller Tabak January 2003 - October 2014
Skills
Equities, Options, Bloomberg, Trading, Hedge Funds, Equity Trading, Equity Derivatives, Derivatives, Trading Systems, Investments
Education
Middlebury College 1998 — 2002
Taft School 1994 — 1998
Mason Eustis's Miller Tabak Experience August 2012 - November 2012
Job
Industry Maritime
Experience
Canal Barge Company December 2012 - Present
Miller Tabak August 2012 - November 2012
JVL Advisors June 2012 - July 2012
BSI January 2012 - May 2012
Education
The University of Georgia 2008 — 2012
Bachelor of Arts (BA), International Relations and Affairs
Canal Barge Company December 2012 - Present
Miller Tabak August 2012 - November 2012
JVL Advisors June 2012 - July 2012
BSI January 2012 - May 2012
Education
The University of Georgia 2008 — 2012
Bachelor of Arts (BA), International Relations and Affairs
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY