Miller Tabak

Industry: Company


Founded: 1982 Subsidiaries: Miller Tabak Advisors, LLC, MT Asset Management, LLC

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Miller Tabak Employees

Ryan Ballantyne Ryan Ballantyne Greater San Diego Area Details
Ryan Ballantyne's Miller Tabak Experience April 2007 - September 2012
Job Executive Vice President at Reality Shares, Inc.
Industry Financial Services
Reality Shares, Inc.   September 2012 - Present
Miller Tabak   April 2007 - September 2012
Susquehanna International Group, LLP (SIG)   2002 - 2007

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

San Diego State University-California State University   2010 — 2012
MBA, June 2012

Saint Lawrence University   1989 — 1993
BS, Economics

Jeffrey Kaminsky Jeffrey Kaminsky New York, New York Details
Jeffrey Kaminsky's Miller Tabak Experience February 2005 - December 2014
Job Financial Services Professional
Industry Financial Services
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

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

University of Rhode Island - College of Business Administration
Bachelor's degree, Business Administration and Management, General

Marc Dippolito Marc Dippolito Greater Philadelphia Area Details
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
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

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,, Morningstar, Bonds, Equity Derivatives, Research, Fixed Income, Alternative Investments, Derivatives, Investment Strategies, Capital Markets, Trading Strategies, Financial Markets, Electronic Trading, Portfolio Management

Penn State University   1999 — 2003
B.S., Finance

Conwell-Egan Catholic High School   1995 — 1999

Jonathan Mordoh Jonathan Mordoh Greater New York City Area Details
Jonathan Mordoh's Miller Tabak Experience 1994 - 1995
Job Institutional Equity Sales @ B. Riley & Co
Industry Financial Services
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

Sell Side, Equities, Investment Banking, Series 7, Series 63, Trading

University of Richmond - Robins School of Business   1982 — 1986
Bachelor of Science (BS), Finance, General

Rabeeh Ajjour Rabeeh Ajjour New York, New York Details
Rabeeh Ajjour's Miller Tabak Experience June 2012 - January 2014
Job Capital Raising at CVC Capital Partners
Industry Investment Management
CVC Capital Partners  June 2015 - Present
Coller Capital  January 2014 - December 2014
Miller Tabak   June 2012 - January 2014

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

University of Michigan
Bachelor of Business Administration (BBA)

Dan Ries Dan Ries Greater New York City Area Details
Dan Ries's Miller Tabak Experience 2001 - 2005
Job Renewable Energy Analyst at Ardsley Partners
Industry Research
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

Solar Energy, Venture Capital, Renewable Energy, Financial Modeling, Cleantech, Alternative Energy, Project Finance, Start-ups, Investments, Energy Efficiency, Photovoltaics, Sustainable Energy

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 Greater New York City Area Details
Stephen Tricarico's Miller Tabak Experience June 2008 - March 2012
Job ETF Portfolio Management/Trading at Direxion Investments
Industry Investment Management
Direxion Investments  March 2012 - Present
Miller Tabak   June 2008 - March 2012

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

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 Greater New York City Area Details
Dan Goggin's Miller Tabak Experience January 2009 - December 2012
Job Executive Director Investments Oppenheimer & Co. Inc.
Industry Financial Services
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

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...

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 Greater New York City Area Details
Andrew Wilkinson's Miller Tabak Experience September 2011 - December 2013
Job Chief Market Analyst at Interactive Brokers
Industry Financial Services
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

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

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 Christopher I. Tyson Newport Beach, California Details
Christopher I. Tyson's Miller Tabak Experience March 2009 - June 2010
Job Managing Director at Liolios Group
Industry Capital Markets
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

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

Penn State University   1993 — 1997
BS, Finance

Perkiomen Valley High School   1983 — 1993

Inna Bochkova Inna Bochkova Greater New York City Area Details
Inna Bochkova's Miller Tabak Experience March 2001 - July 2007
Job Susquehanna International Group
Industry Investment Banking
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

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

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 Greater New York City Area Details
David Joyce's Miller Tabak Experience August 2005 - July 2012
Job Managing Director, Media Equity Research, Evercore ISI
Industry Financial Services
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

Financial Modeling, Hedge Funds, Investments, Equity Research, Equity Valuation, Equities, Corporate Finance, Capital Markets, Valuation

New York University - Leonard N. Stern School of Business   1996 — 1998
MBA, Finance

Georgetown University - The McDonough School of Business

David Orlando David Orlando Greater New York City Area Details
David Orlando's Miller Tabak Experience December 2007 - March 2011
Job Retail Mortgage Underwriter at JPMorgan Chase
Industry Financial Services
JPMorgan Chase  March 2012 - Present
Miller Tabak   December 2007 - March 2011
Cathay Financial  March 2000 - October 2007
PaineWebber  1996 - 2000
Kidder Peabody  1993 - 1995

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

Baruch College, City University of New York (CUNY)   1986 — 1991
BBA, Finance

Michael K. McCarty Michael K. McCarty Greater New York City Area Details
Michael K. McCarty's Miller Tabak Experience 1998 - 2004
Job Managing Partner at Differential Research, LLC
Industry Financial Services
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

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

Baruch College, City University of New York (CUNY)   1997 — 1998
MS, Finance

Emory University   1978 — 1983

Birch Chris Birch Chris Saddle River, New Jersey Details
Birch Chris's Miller Tabak Experience January 2003 - February 2007
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Canaccord Genuity Inc.  February 2007 - Present
Miller Tabak   January 2003 - February 2007

Equity Trading, Fixed Income

Fordham University   1987 — 1991
Bachelor's degree, History

Andres Tavarez Andres Tavarez New York, New York Details
Andres Tavarez's Miller Tabak Experience January 2005 - November 2014
Job Court AssistantManhattan Family Court
Industry Government Administration
New York Family Court   December 2014 - Present
Miller Tabak   January 2005 - November 2014

Brooklyn College

Bradley Gering Bradley Gering Newark, New Jersey Details
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
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

Hedge Funds, Equities, Fixed Income, Electronic Trading, Series 63, Capital Markets, Equity Trading, Series 7, Options, Equity Research, Trading

New England College

Brett Keeler Brett Keeler San Francisco, California Details
Brett Keeler's Miller Tabak Experience May 2010 - October 2010
Job Assistant Construction Manager at Maximus Real Estate
Industry Mechanical or Industrial 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

Financial Modeling, Microsoft Office, Microsoft Excel, Matlab, Due Diligence, Valuation, Financial Analysis, PowerPoint, Project Management, Research, Microsoft Word, Engineering

University of Virginia   2007 — 2010
BS, Mechanical Engineering

Lehigh University   2006 — 2007
Mechanical Engineering

Michele Skupp Michele Skupp Greater New York City Area Details
Michele Skupp's Miller Tabak Experience October 1994 - April 2014
Job Owner at ORA LLC
Industry Financial Services
ICAP North America  June 2014 - April 2015
Miller Tabak   October 1994 - April 2014
Salomon Brothers  1982 - 1993
Drexel Burnham Lambert  1980 - 1982

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

Franklin & Marshall College   1976 — 1979
Bachelor of Arts (B.A.), Economics

Dan Greenhaus Dan Greenhaus New York, New York Details
Dan Greenhaus's Miller Tabak Experience July 2004 - June 2011
Job Chief Global Strategist at BTIG
Industry Financial Services
BTIG  June 2011 - Present
Miller Tabak   July 2004 - June 2011

Strategy, Options, Bloomberg, Equity Research, Hedge Funds, Derivatives, Equities, Trading, Fixed Income, Economic Research, Financial Modeling

State University of New York College at Buffalo   1995 — 1999
BA, Business

Italo Passante Italo Passante New York, New York Details
Italo Passante's Miller Tabak Experience April 2008 - October 2010
Job Equity Sales & Trading at Scarsdale Equities LLC
Industry Financial Services
Scarsdale Equities LLC  February 2010 - Present
Miller Tabak   April 2008 - October 2010

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 James Graziosa Greater New York City Area Details
James Graziosa's Miller Tabak Experience 2008 - 2009
Job Equity Trader
Industry Capital Markets
Rendena Capital   2009 - Present
Miller Tabak   2008 - 2009
Atlantic Investment Management  2008 - 2008
A.R.T. Advisors   2006 - 2008

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

University of Pennsylvania   1993 — 1997
Bachelor of Arts, Economics

University of Pennsylvania

Ella Cohen Ella Cohen Cambridge, Massachusetts Details
Ella Cohen's Miller Tabak Experience June 2011 - August 2011
Job J.D. Candidate at Harvard Law School
Industry Law Practice
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

Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Intranet Quorum, Congressional Research..., R Statistical Computing..., NGP VAN Campaign..., Spanish, Legislative Relations, Editing

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 New York, New York Details
Bud Haslett, CFA's Miller Tabak Experience April 2006 - April 2009
Job Executive Director CFA Institute Research Foundation
Industry Investment Management
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

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

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 Patrick Hudson Greater New York City Area Details
Patrick Hudson's Miller Tabak Experience 2004 - September 2010
Job VP Equity Derivatives
Industry Financial Services
BMO Capital Markets  October 2010 - Present
Miller Tabak   2004 - September 2010

Derivatives, Options, Risk Management

The George Washington University   2000 — 2004

Gulliver Preparatory

Brian Byrne Brian Byrne Greater New York City Area Details
Brian Byrne's Miller Tabak Experience October 2002 - June 2014
Job Sales & Trading at Cornerstone Macro LLC
Industry Financial Services
Cornerstone Macro LLC   July 2014 - Present
Miller Tabak   October 2002 - June 2014
Navigator Asset Management   March 2000 - August 2002

Equities, Equity Trading, Electronic Trading, Trading, Bloomberg, Options, Fidessa, ETFs, Algorithms, Program Trading, Trading Systems, Hedge Funds

Phillips Exeter Academy

Trinity College-Hartford
Economics, Computer Science

Winchester High School

Rhonda Sexer-Levy Rhonda Sexer-Levy Greater New York City Area Details
Rhonda Sexer-Levy's Miller Tabak Experience June 2004 - November 2014
Job Vice President Institutional Sales at RF Lafferty & Co., Inc
Industry Investment Management
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

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

State University of New York at Albany   1976 — 1980
BS/Bus Admin, Marketing and Statistics

Dan Zibman Dan Zibman Greater New York City Area Details
Dan Zibman's Miller Tabak Experience January 1998 - November 2004
Job alternative investment marketing at Sword, Rowe & Co.
Industry Investment Management
Sword, Rowe & Company   November 2004 - Present
Miller Tabak   January 1998 - November 2004
Tremont Advisors   April 1996 - December 1997
US Army  September 1965 - August 1968

Hedge Funds, Investments, Equities, Fixed Income, Options, Alternative Investments, Fund Of Funds, Risk Management, Securities, Asset Managment, Due Diligence, Private Equity, Asset Management

Temple University - Fox School of Business and Management   1979 — 1981

Temple University   1969 — 1974
BA, eastern religions

US Military Academy Preparatory School   1966 — 1967

Clarence Capio Clarence Capio Greater New York City Area Details
Clarence Capio's Miller Tabak Experience January 2004 - August 2006
Job Vice President BNP Paribas
Industry Financial Services
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

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

DeVry University   1998 — 2001

City University of New York-Hunter College   1996 — 1998

JC Stamler JC Stamler Greater Boston Area Details
JC Stamler's Miller Tabak Experience 2000 - 2007
Job Equity Sales Trader at B. Riley & Co.
Industry Financial Services
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

Series 7, Series 63, Equity Trading

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 Kevin Meier, CFA Greater San Diego Area Details
Kevin Meier, CFA's Miller Tabak Experience January 2009 - April 2013
Job Portfolio Manager at Plantingfield Partners
Industry Financial Services
Plantingfield Partners, LLC   May 2013 - Present
Miller Tabak   January 2009 - April 2013

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

Bowdoin College   1996 — 2000
AB, English

Holderness School   1993 — 1996

Reuben Lee Reuben Lee Greater New York City Area Details
Reuben Lee's Miller Tabak Experience August 2007 - December 2008
Job Vice President at Barclays Wealth Americas
Industry Information Technology and Services
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

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

Columbia Engineering   1989 — 1993
BS, Industrial Engineering

Bronx Science

Dylan Minert Dylan Minert Stamford, Connecticut Details
Dylan Minert's Miller Tabak Experience June 2005 - August 2005
Job Portfolio Manager at MC Asset Management Holdings LLC
Industry Investment 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

Hedge Funds, Fixed Income, Credit Derivatives

Cornell University   2003 — 2007
B.S., Applied Economics and Management

Jonathan Krinsky, CMT Jonathan Krinsky, CMT Stamford, Connecticut Details
Jonathan Krinsky, CMT's Miller Tabak Experience April 2012 - October 2013
Job Chief Market Technician at MKM Partners
Industry Financial Services
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

Series 3, Series 7, Series 63, PowerPoint, Bloomberg, Microsoft Office, Customer Service, Microsoft Excel, Technical Analysis, CMT Level 3 Candidate, Securities, FINRA, Equity Trading

Penn State University   2002 — 2006

Jonathan Moscou Jonathan Moscou Greater New York City Area Details
Jonathan Moscou's Miller Tabak Experience March 2008 - February 2014
Job Sales Associate at Interactive Brokers Group
Industry Financial Services
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

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 Jim Brandt, CFA Greater San Diego Area Details
Jim Brandt, CFA's Miller Tabak Experience May 2009 - December 2010
Job Director at UBS Global Asset Management
Industry Capital Markets
UBS Global Asset Management  November 2010 - Present
Miller Tabak   May 2009 - December 2010
Duncan Hurst Capital Management  June 1998 - October 2008

University of Southern California
BS, Business

Blake Wheale Blake Wheale Mountain View, California Details
Blake Wheale's Miller Tabak Experience May 2009 - July 2012
Job North America Outbound Sales Manager, Google For Work
Industry Internet
Google  August 2014 - Present
Dartmouth College  August 2013 - August 2014
St. Paul's School   July 2012 - August 2013
Miller Tabak   May 2009 - July 2012

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

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 Patrick Marshall, CFA Greater New York City Area Details
Patrick Marshall, CFA's Miller Tabak Experience September 2010 - July 2011
Job Research Associate at CRT Capital Group
Industry Financial Services
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

Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Equity Research, Credit Research

Dartmouth College   2005 — 2009
AB, Government

Gilman   1999 — 2005

Anthony Crescenzi Anthony Crescenzi Orange County, California Area Details
Anthony Crescenzi's Miller Tabak Experience May 1986 - June 2009
Job Executive VP, Strategist, Portfolio Manager at PIMCO
Industry Investment Management
PIMCO  June 2009 - Present
Miller Tabak   May 1986 - June 2009

Asset Management, Capital Markets, ETFs, Financial Markets, Emerging Markets

St. John's University
Master of Business Administration (MBA), Finance

Frank Mackinney Frank Mackinney Greater New York City Area Details
Frank Mackinney's Miller Tabak Experience September 2011 - April 2013
Job Caxton Associates
Industry Financial Services
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

Loyola University Maryland   1995 — 1998

T.W. Arrighi T.W. Arrighi Washington D.C. Metro Area Details
T.W. Arrighi's Miller Tabak Experience December 2011 - February 2012
Job Project Coordinator at kellenPROJECTS LLC
Industry Management Consulting
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

Leadership, Data Analysis, Financial Modeling, Financial Analysis, PowerPoint, Strategy, Economics, Public Speaking

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 Tobias Schneichel Jacksonville, Florida Area Details
Tobias Schneichel's Miller Tabak Experience July 2012 - August 2013
Job Vice President at Deutsche Bank
Industry Investment Banking
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

Institutional..., Equities, Institutional Sales, Hedge Funds, Equity Research, Alternative Investments, Asset Management, Capital Markets, Institutional, Stocks, Bloomberg, Investment Banking, Valuation

EDHEC Business School   2006 — 2006
Study abroad, International Business

Maastricht University   2003 — 2006
Bsc, Int'l Business Economics (Finance)

Selma Boualem Hollis Selma Boualem Hollis Greater New York City Area Details
Selma Boualem Hollis's Miller Tabak Experience December 2008 - December 2009
Job Experienced Professional Seeking Exciting Opportunity in Finance/HR
Industry Human Resources
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

Microsoft Office, QuickBooks, Research, PowerPoint, Management, Training, Interviews, Recruiting, Human Resources, Onboarding, Project Management, Microsoft Excel, Finance, Hiring

James Madison University - College of Business   2000 — 2004
BBA, Finance

Brandon Kobelt Brandon Kobelt Greater New York City Area Details
Brandon Kobelt's Miller Tabak Experience June 2006 - April 2013
Job Institutional Options Trading
Industry Financial Services
ISI Group  2013 - Present
Miller Tabak   June 2006 - April 2013

Saint Michael's College   2002 — 2006

Fordham Prep

Aaron Read Aaron Read Armonk, New York Details
Aaron Read's Miller Tabak Experience June 2009 - June 2010
Job Fixed Income Trader
Industry Financial Services
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

Fixed Income, Series 7, Portfolio Management, Series 63, Trading, Asset Management, Bonds, Finance, Asset Allocation, Structured Products, Financial Markets, Securities, ABS, Alternative Investments

Columbia University in the City of New York   1998 — 1999
Masters, Financial Engineering

University of Rhode Island   1994 — 1998
BS, Industrial Engineering

Luke Coppedge Luke Coppedge Stamford, Connecticut Details
Luke Coppedge's Miller Tabak Experience January 2003 - October 2014
Job Equity & Equity Derivative Sales Trader at MKM Partners
Industry Financial Services
Miller Tabak   January 2003 - October 2014

Equities, Options, Bloomberg, Trading, Hedge Funds, Equity Trading, Equity Derivatives, Derivatives, Trading Systems, Investments

Middlebury College   1998 — 2002

Taft School   1994 — 1998

Mason Eustis Mason Eustis New Orleans, Louisiana Details
Mason Eustis's Miller Tabak Experience August 2012 - November 2012
Industry Maritime
Canal Barge Company  December 2012 - Present
Miller Tabak   August 2012 - November 2012
JVL Advisors   June 2012 - July 2012
BSI  January 2012 - May 2012

The University of Georgia   2008 — 2012
Bachelor of Arts (BA), International Relations and Affairs

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