Miller Tabak Roberts Securities, LLC

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Miller Tabak Roberts Securities, LLC Employees

Employee
Years
Job
Industry
Hector Mauricio Torres Hector Mauricio Torres Fort Lauderdale, Florida Details
Hector Mauricio Torres's Miller Tabak Roberts Securities, LLC Experience October 2005 - June 2007
Job VP International Trading at J&S International Trading Corp
Industry Financial Services
Experience
J&S International Trading Corp   July 2012 - Present
Ultralat Capital Markets   August 2010 - July 2012
Miller Tabak Roberts Securities, LLC   October 2005 - June 2007
Eagle Investments a BankBoston Company   June 1997 - February 2005

Skills
Financial Analysis, Customer Service, Project Management, Banking, Risk Management, Strategic Planning, Investments, Business Analysis, Trading, Emerging Markets, Portfolio Management, Management, Finance, Bloomberg, Fixed Income, Financial Services, Economics, Derivatives, Financial Markets

Education
Universidad de Los Andes   1995 — 1996
Master's degree, Finance and Financial Management Services

Universidad del Rosario   1990 — 1992
Master's degree, Banking, Corporate, Finance, and Securities Law

Universidad del Rosario   1984 — 1989
Law, Banking, Corporate, Finance, and Securities Law

Alex Farlow Alex Farlow Brooklyn, New York Details
Alex Farlow's Miller Tabak Roberts Securities, LLC Experience November 2000 - August 2002
Job Trader at MAK
Industry Financial Services
Experience
MAK Capital   September 2002 - Present
Miller Tabak Roberts Securities, LLC   November 2000 - August 2002

Skills
Derivatives, Trading, Equities, Fixed Income, Bloomberg, Series 7, Options, Hedge Funds, Portfolio Management, Securities, Financial Modeling, Public Speaking, Asset Management, Valuation, Social Media

Education
University of Mississippi

Matthew Dundon Matthew Dundon New York, New York Details
Matthew Dundon's Miller Tabak Roberts Securities, LLC Experience 2003 - 2010
Job Managing Director and Portfolio Manager at Advent Capital Management, LLC
Industry Investment Management
Experience
Advent Capital Management, LLC   December 2014 - Present
Pine River Capital Management  May 2010 - December 2014
Miller Tabak Roberts Securities, LLC   2003 - 2010
Alston & Bird LLP  March 2001 - August 2003
Willkie Farr & Gallagher LLP  1998 - 2000

Skills
Securities, Hedge Funds, Equities, Capital Markets, High Yield, Mortgage Lending, Investments, Series 63, Valuation, Bloomberg, Financial Risk, Investment Strategies, Trading, Buy-side, Financial Modeling, Due Diligence, Portfolio Management, Investment Banking, Options, Fundamental Analysis, Corporate Finance, Leveraged Finance, Structured Finance, Equity Research, Restructuring, Credit, Hedging, Investment Management, Special Situations, Credit Derivatives, Equity Derivatives, Structured Products, Capital Structure, Private Equity, Securitization, Mergers & Acquisitions, Derivatives, Mutual Funds, Alternative Investments, Series 7, Fixed Income, Institutional..., Convertible Bonds, Private Placements, Financial Markets, Bonds, Emerging Markets, LBO, Credit Analysis, Asset Management

Education
University of Chicago Law School   1995 — 1998
J.D.

University of California, Berkeley   1990 — 1994
B.A.

San Luis Obispo High School   1986 — 1990

Matthew Mezzancello Matthew Mezzancello Greater New York City Area Details
Matthew Mezzancello's Miller Tabak Roberts Securities, LLC Experience July 2005 - April 2007
Job Business Development Manager Eastern Region at RR Donnelley, Venue
Industry Computer Software
Experience
RR Donnelley  May 2015 - Present
VCE, an EMC-Federated Company   February 2014 - May 2015
Merrill Corporation  September 2007 - January 2014
Institute for International Research  April 2007 - September 2007
Miller Tabak Roberts Securities, LLC   July 2005 - April 2007

Education
Lehigh University   2001 — 2005
BA, Psychology

Deborah Downie, CFA Deborah Downie, CFA Greater New York City Area Details
Deborah Downie, CFA's Miller Tabak Roberts Securities, LLC Experience 1998 - 2004
Job CEO at Peachy Perfect LLC & Executive Director of The Two Rivers Women in Business Consortium
Industry Apparel & Fashion
Experience
Peachy Perfect LLC   November 2014 - Present
Two Rivers Women In Business Consortium   May 2009 - Present
First Financial Federal Credit Union  May 2013 - January 2014
Mastro Montessori   2003 - 2009
Guardian Life Insurance Company  2006 - 2008
SAMCO Capital Markets  2004 - 2005
Miller Tabak Roberts Securities, LLC   1998 - 2004
Freeman Securities Company   1990 - 1998
Karl Plattner Ski School at Hunter Mtn., NY   1987 - 1994

Skills
Financial Modeling, Series 7, Series 63, Credit Analysis, Leveraged Finance, Financial Advisory, Financial Analysis, Valuation, Public Speaking, Wealth Management, High Yield Bonds, Helping Clients Succeed, Life Insurance, Supervisory Experience, Distressed Debt, Publishing, Investment Grade Bonds

Education
Pace University - Lubin School of Business   1984 — 1988
Master of Business Administration (MBA), Investment Management

Baruch College
Bachelor of Business Administration (BBA), Finance

Pace University - Lubin School of Business
Masters of Science, Investment Management

iRelaunch Boot Camp Workshop I

iRelaunch Boot Camp Workshop II

Richard Cascais Richard Cascais Greater New York City Area Details
Richard Cascais's Miller Tabak Roberts Securities, LLC Experience May 2004 - June 2005
Job International Debt Sales, BBVA Securities
Industry Financial Services
Experience
BBVA  September 2014 - Present
Itaú BBA  October 2007 - September 2014
Banco Finantia   June 2005 - October 2007
Miller Tabak Roberts Securities, LLC   May 2004 - June 2005

Skills
Emerging Markets, Fixed Income, Bloomberg, Bonds, Capital Markets, Credit, Derivatives, Finance, Equities, Financial Markets, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Trading

Education
Saint John's University - Peter J. Tobin College of Business   2001 — 2004
BA, Finance

Pontifícia Universidade Católica do Rio de Janeiro   2002 — 2002
NA, Int'l Finance

Lawrence Rentz Lawrence Rentz Greater Boston Area Details
Lawrence Rentz's Miller Tabak Roberts Securities, LLC Experience September 1994 - June 1997
Job Head of Trading at Monashee Capital LLC
Industry Financial Services
Experience
Monashee Capital LLC   April 2012 - Present
.   March 2010 - April 2012
Fidelity Management and Research  June 1997 - March 2010
Miller Tabak Roberts Securities, LLC   September 1994 - June 1997
PGA Tour -Nike Tour   1984 - 1994
Winged Foot Golf Club  March 1992 - November 1993

Skills
Trading, Fixed Income, Bloomberg, Securities Trading, Execution and Idea..., Equity Trading, Derivatives

Education
University of Florida
BA, History

Scott Grimberg Scott Grimberg Sacramento, California Area Details
Scott Grimberg's Miller Tabak Roberts Securities, LLC Experience January 1999 - April 2000
Job Portfolio Manager at CalPERS
Industry Financial Services
Experience
CalPERS  December 2013 - Present
Peridiem Global Investors   April 2013 - November 2013
Minlam Asset Management   August 2010 - November 2012
Pareto Partners, a BNY Mellon Company   August 2006 - August 2010
Nuveen Asset Management  December 2004 - August 2006
Bank of America Capital Management  May 2000 - November 2004
Miller Tabak Roberts Securities, LLC   January 1999 - April 2000
S&P  November 1996 - January 1999
DAI, Inc.   December 1995 - October 1996

Skills
Emerging Markets, Fixed Income, Asset Managment, Credit Analysis, Currency, Sovereign, Hedge Funds, Alternative Investments, Investment Strategies, Bonds, Equities, Asset Allocation, Capital Markets, Portfolio Management, Financial Markets, Asset Management, Derivatives, Investment Management, Investment Banking, High Yield, Investments, FX Options, Bloomberg, Equity Research, Structured Products, Securities, Series 7, Trading, ETFs, Mutual Funds, Options, Credit Derivatives, Equity Valuation, Fund Of Funds, Valuation

Education
New York University   1994 — 1997
Graduate School of Arts and Sciences, Economics

Brandeis University   1987 — 1991
BA, Economics

Edward (Ted) Smith Edward (Ted) Smith New York, New York Details
Edward (Ted) Smith's Miller Tabak Roberts Securities, LLC Experience November 2008 - April 2011
Job Account Supervisor at Dukas Public Relations
Industry Capital Markets
Experience
Dukas Public Relations  September 2013 - February 2014
Miller Tabak Roberts Securities, LLC   November 2008 - April 2011
Miller Tabak Roberts LLC   November 2007 - November 2008
MF Global  June 2006 - October 2007
Deutsche Asset Management  June 2005 - July 2006

Skills
Trading, High Yield, Series 7, Bloomberg, Bonds, Series 63, Fixed Income, Trading Systems, Securities, Credit, Electronic Trading, Debt, New Business Development, Commodity, Bloomberg Terminal, Relationship Management, Sales, Operations Management, Business Development, Investor Relations, Institutional Investors, Institutional Sales, Interest Rate..., Client Development, Equities, Pricing Analysis, Credit Analysis, Credit Derivatives, Sales Operations, Bond Pricing, Treasury Management, Treasury Services, Liquidity Management, Capital Markets, Hedge Funds

Education
Gettysburg College   2000 — 2004
Bachelor of Arts, Political Science

The Pingry School   1996 — 2000

Roland Springall Roland Springall Greater New York City Area Details
Roland Springall's Miller Tabak Roberts Securities, LLC Experience March 2007 - July 2008
Job Founder/Global Macro Hedge Fund Manager at Arcas Orion IXXI Capital LLC
Industry Banking
Experience
Arcas Orion IXXI Capital LLC   January 2014 - Present
Arcas Orion IXXI Capital LLC   January 2014 - Present
Monex Securities Inc.   December 2013 - January 2014
Maxim Group LLC  June 2013 - December 2013
RWS Blues LLC   March 2013 - May 2013
Elara Capital   September 2012 - February 2013
RWS Blues LLC   August 2008 - August 2012
Miller Tabak Roberts Securities, LLC   March 2007 - July 2008
Bulltick Capital Markets  October 2004 - April 2006
Bank of America  January 2000 - April 2001

Skills
Valuation, Emerging Markets, Debt, Trading, Research Analyst, Distressed Debt, Capital Markets, Equities, Joint Ventures, FX Options, Derivatives, Investment Banking, Structured Products, Hedge Funds, Bloomberg, Bonds, Financial Markets, Financial Modeling, Banking, Series 63, Series 7, Alternative Investments, Securities, Syndications, Investment Management, Financial Structuring, Private Equity, Equity Research, FINRA, Asset Management, Private Banking, Corporate Finance, Structured Finance, Portfolio Management, High Yield, Equity Valuation, Investments, Investment Strategies, Options, Credit Derivatives, Equity Derivatives, Electronic Trading, Trading Systems, Equity Trading, Equity Capital Markets, Hedging, Market Risk, Interest Rate..., Fixed Income Analysis, Asset Allocation

Education
Grand Canyon University   2014 — 2015
Doctor of Philosophy (PhD), Theology/Theological Studies

IFREC   1994 — 1994
Real Estate Broker License for the State of Florida, Real Estate

University of California, Berkeley - Walter A. Haas School of Business   1990 — 1992
Master of Business Administration (M.B.A.), International Finance

Instituto Tecnológico Autónomo de México   1984 — 1989
B.A., Economics

American School Foundation A.C.   1979 — 1983
High School Diploma, International Finance

Matt Kulekofsky Matt Kulekofsky Greater New York City Area Details
Matt Kulekofsky's Miller Tabak Roberts Securities, LLC Experience May 2009 - October 2009
Job Executive Director Global Structured Products at JPMorgan
Industry Financial Services
Experience
JPMorgan  September 2009 - Present
Miller Tabak Roberts Securities, LLC   May 2009 - October 2009
Banc of America Securities  June 2003 - January 2009
Bear Stearns  August 2002 - February 2003
Credit Suisse  June 2001 - August 2001
Morgan Stanley  1997 - 2000

Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7

Education
Fordham Gabelli School of Business   2000 — 2002
MBA, Finance

University of Michigan   1992 — 1996
Bachelor of Science, Political Science

Robert Goch, JD/PhD Robert Goch, JD/PhD Greater New York City Area Details
Robert Goch, JD/PhD's Miller Tabak Roberts Securities, LLC Experience 2000 - 2005
Job Senior Credit Analyst Distressed/High Yield/Special Situations
Industry Investment Management
Experience
GMP Securities, LLC  July 2013 - Present
SFC, Inc.   March 2012 - June 2013
MAK Capital   January 2008 - December 2011
Litespeed Partners  July 2006 - December 2007
SBZ Select Investments, LLC   May 2005 - July 2006
Miller Tabak Roberts Securities, LLC   2000 - 2005
F&D Reports  1997 - 2000
St. John's University   1991 - 1996

Skills
Valuation, Financial Analysis, Hedge Funds, Equities, Financial Modeling, Debt Restructuring, Bankruptcy, Convertible Bonds, Investments, Bloomberg, Capital Markets, Due Diligence, Financial Markets, Trading, Fixed Income, Private Equity, Special Situations..., Consumer Behaviour, High Yield, Investment Banking, Bonds, Portfolio Management, Distressed Debt, Credit Analysis, Finance, Credit Risk, Credit, Chapter 11, Event Driven, Series 7, Series 63, Competitive Analysis, Equity Research, Special Situations, Alternative Investments

Education
State University of New York at Buffalo   1984 — 1987
JD/PhD (Joint Degree), Economics/Finance

SUNY at Buffalo
BA, Molecular Biology

St. Lawrence University

St. Lawrence University

Larry Rothman Larry Rothman Greater New York City Area Details
Larry Rothman's Miller Tabak Roberts Securities, LLC Experience 1998 - 1999
Job Credit Analyst at Mergermarket/Debtwire
Industry Financial Services
Experience
Mergermarket/Debtwire   February 2013 - Present
dealReporter  January 2011 - July 2013
Debt Visions   July 2007 - January 2011
Informa Global Markets  2002 - 2007
William Blair and Company  1999 - 2001
Miller Tabak Roberts Securities, LLC   1998 - 1999
Value Line  1993 - 1998

Skills
Equity Research, Capital Markets, Investments, Investor Relations, Finance, Hedge Funds, Valuation, Portfolio Management, Equities, Financial Markets, Bloomberg, Emerging Markets, Analysis, Financial Modeling, Fixed Income, Trading, Private Equity, Bonds, Asset Management, Economics, Derivatives, Financial Services, Bloomberg Terminal, IPO

Education
Baruch College, City University of New York (CUNY)   1992 — 1997

Ben Karger, CFA Ben Karger, CFA Greater New York City Area Details
Ben Karger, CFA's Miller Tabak Roberts Securities, LLC Experience 2001 - 2007
Job Relationship Manager Investment Banking Strategy at Dealogic
Industry Investment Management
Experience
Dealogic  July 2013 - Present
StoneCastle Partners  January 2012 - August 2012
Beech Hill Securities, Inc.   May 2011 - January 2012
Vanderbilt Ave. Asset Management   December 2009 - May 2011
The Reserve  February 2008 - January 2009
Miller Tabak Roberts Securities, LLC   2001 - 2007
Miller Tabak Roberts Securities, LLC   May 2000 - August 2000

Skills
Relationship Management, Portfolio Management, Asset Management, Trading, Mutual Funds, Manage Client..., Credit, Client Development, Strategic Planning, Account Management, Cash Management, Hedge Funds, Presentations

Education
Colgate University   1997 — 2001
Bachelor of Arts, Economics

Friends Seminary   1994 — 1997

Bridget Henne Bridget Henne Greater New York City Area Details
Bridget Henne's Miller Tabak Roberts Securities, LLC Experience April 2009 - August 2010
Job Research Executive Assistant at Chilton Investment Company
Industry Financial Services
Experience
Chilton Investment Company  September 2014 - Present
GMP Securities, LLC  August 2011 - September 2014
Pershing, a BNY Mellon company  August 2010 - August 2011
Miller Tabak Roberts Securities, LLC   April 2009 - August 2010
Tullett Prebon  June 2007 - February 2009
Tullett Prebon  July 2006 - February 2009

Skills
Sales, Trading, Series 7, FX Options, Electronic Trading, Equities, Management

Education
University of Delaware   2002 — 2006
B.S. Business Administration, Marketing, Economics

University of Delaware - Lerner College of Business and Economics   2002 — 2006
BS, Business Administration, Marketing, Economics

Jeffrey R. Laverty Jeffrey R. Laverty Scranton, Pennsylvania Area Details
Jeffrey R. Laverty's Miller Tabak Roberts Securities, LLC Experience 2011 - 2011
Job Founder, Editor at Lightstreet Economics
Industry Financial Services
Experience
lightstreet Economics   January 2015 - Present
Midtown Partners & Co. LLC   July 2013 - March 2014
JRL Analytics, LLC   October 2012 - June 2013
Xtract Research LLC  January 2012 - October 2012
Miller Tabak Roberts Securities, LLC   2011 - 2011
Nariman Point Advisors   2010 - 2010
Oscar Gruss & Son   2008 - 2010
J Giordano Securities Group  2005 - 2008
McMahan Securities Co. LP   1998 - 2005
Tokai Bank  1995 - 1998

Skills
Equities, Investments, Valuation, Fixed Income, High Yield, Trading, Leveraged Finance, Securities, Credit Analysis, Special Situations, Capital Structure, Convertible Bonds, Credit, Capital Markets, Equity Research, Bloomberg, Financial Modeling, Hedge Funds, Analysis, Real Estate, Alternative Investments, Private Equity, Economics, Bonds, Emerging Markets, Options, Financial Analysis, Credit Risk, Derivatives

Education
University of Maine   1988 — 1989
MBA, Finance

University of Maine   1984 — 1988
BS, Electrical Engineering

Hampden Academy   1980 — 1984
College Prep

William Reinhardt, CFA William Reinhardt, CFA Greater Boston Area Details
William Reinhardt, CFA's Miller Tabak Roberts Securities, LLC Experience February 2007 - January 2010
Job Equity Analyst Columbia Management
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  November 2014 - Present
Columbia Management  November 2013 - November 2014
Lazard  July 2012 - November 2013
Citi Investment Research & Analysis   October 2010 - June 2012
Fitch Ratings  May 2010 - October 2010
Miller Tabak Roberts Securities, LLC   February 2007 - January 2010
JPMorgan  November 2005 - February 2007

Skills
Equity Research, Valuation, Equities, Series 7, Investments, FINRA, DCF, High Yield, Fixed Income Analysis, Bloomberg, Financial Modeling, Institutional..., Securities, Portfolio Management, Series 63, Trading Systems, Chartered Financial..., Fundamental Analysis, Capital Markets, Trading, Analysis, Hedge Funds, Alternative Investments, Equity Valuation, Financial Services, Fixed Income, Wealth Management, Bloomberg Terminal, Bonds, Investment Banking, Credit Analysis, Emerging Markets

Education
Kenyon College   2001 — 2005
Bachelor of Arts, Political Science

Avon Old Farms School   1998 — 2001
High School Diploma

Dennis Angeles Dennis Angeles Greater New York City Area Details
Dennis Angeles's Miller Tabak Roberts Securities, LLC Experience June 2003 - July 2005
Job Gleacher & Co.
Industry Investment Banking
Experience
KeyBanc Capital Markets  December 2012 - Present
Gleacher Partners  April 2009 - November 2012
Fieldstone Capital Group   January 2008 - March 2009
Royal Bank of Canada  August 2005 - January 2007
Miller Tabak Roberts Securities, LLC   June 2003 - July 2005
HSBC Securities  January 1998 - May 2003

Skills
Fixed Income, Equity Research, Investment Advisory, Financial Analysis, Trading, Investments, High Yield, Structured Products, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Valuation, Series 7, Derivatives, Securities, Financial Modeling, Bonds, Corporate Finance, Due Diligence, Financial Markets, Alternative Investments

Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics

St Joseph Metuchen

Jonathan Feske, CFA Jonathan Feske, CFA San Francisco Bay Area Details
Jonathan Feske, CFA's Miller Tabak Roberts Securities, LLC Experience March 2008 - September 2010
Job Fixed Income Research Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  September 2011 - Present
Miller Tabak Roberts Securities LLC  March 2008 - September 2010
Davis Securities LLC   April 2007 - March 2008
Hold Brothers On-line Investment Services, LLC  November 2004 - April 2007

Skills
Fixed Income, Equity Research, Hedge Funds, Trading, Commodity, Valuation, Bloomberg, Financial Modeling

Education
University of California, Berkeley   1999 — 2003
B.A., Economics, Philosophy

John Maiden John Maiden Greater New York City Area Details
John Maiden's Miller Tabak Roberts Securities, LLC Experience April 2007 - February 2008
Job Data Scientist, Digital Intelligence at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   May 2015 - Present
projectSHERPA   April 2013 - May 2015
Reval  March 2008 - May 2015
Miller Tabak Roberts Securities, LLC   April 2007 - February 2008

Skills
Fixed Income, FX Options, Derivatives, Risk Management, Commodity, Capital Markets, Trading, Market Risk, Equities, Financial Modeling, C++, Valuation, Quantitative Finance, Finance, C#, Portfolio Management, Python, ElasticSearch, Hive, Analytics, SQL

Education
University of Wisconsin-Madison   2002 — 2006
Phd, Physics

Hamilton College   1996 — 2000
BA, Physics, East Asian Studies

Bill Cassese Bill Cassese Greater New York City Area Details
Bill Cassese's Miller Tabak Roberts Securities, LLC Experience May 2005 - June 2006
Job Fixed Income at Hapoalim Securities USA
Industry Financial Services
Experience
Hapoalim Securities USA  May 2012 - Present
WSA Fixed Income LLC   July 2006 - May 2012
Miller Tabak Roberts Securities, LLC   May 2005 - June 2006
Advest, Inc.   November 2002 - May 2005
Prudential Securities  1997 - 2002

Skills
Fixed Income, MarketAxess, Bloomberg, Settlement, Euroclear, Fedwire, DTC, US Treasuries, Eurobonds, Institutional Accounts, Back Office, Electronic Trading, Trading, Series 63, Securities, MBS, Investments, Bloomberg Terminal, Middle Office, Series 7, Bonds, Trading Systems, Capital Markets

Education
Manhattan College   1992 — 1996
Bachelor's degree, Finance, General

Fordham Preparatory School   1988 — 1992

joshua markfield joshua markfield Greater New York City Area Details
joshua markfield's Miller Tabak Roberts Securities, LLC Experience September 2010 - April 2011
Job Fixed Income Sales & Trading at The Seaport Group
Industry Investment Management
Experience
The Seaport Group  November 2011 - Present
MF Global  October 2011 - November 2011
Miller Tabak Roberts Securities, LLC   September 2010 - April 2011
Cantor Fitzgerald  2008 - 2010
SAC Capital  2007 - 2008
Calyon  2005 - 2007
Gramercy Advisors LLC   2003 - 2004
CIBC World Markets  1995 - 2003
Valores Finamex   1993 - 1995

Skills
Fixed Income, Emerging Markets, High Yield, Securities, Trading, Capital Markets, Bonds, Options, Derivatives, CDS, Structured Products, Hedge Funds, Equities, Credit Derivatives, Bloomberg, Credit, Alternative Investments, Financial Markets, Swaps, Investment Banking, Electronic Trading, Series 63

Education
Union College   1986 — 1990
BA, Economics

Todd Markin Todd Markin Greater New York City Area Details
Todd Markin's Miller Tabak Roberts Securities, LLC Experience February 1999 - February 2004
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley  February 2004 - March 2015
Miller Tabak Roberts Securities, LLC   February 1999 - February 2004

Skills
Credit Trading, Credit Derivatives, CDS, Series 24, Proprietary Trading, Financial Markets, Derivatives

Education
Colgate University   1994 — 1998
Bachelor's degree, Economics

McDonogh School   1990 — 1994

Jim Konte Jim Konte Orange County, California Area Details
Jim Konte's Miller Tabak Roberts Securities, LLC Experience April 2003 - November 2005
Job Investor Relations at Omni Partners US LLC
Industry Investment Management
Experience
Omni Partners US LLC   July 2013 - Present
64West Partners Ltd   March 2012 - December 2012
Revelation Capital Management Ltd   July 2009 - November 2011
Kenmont Investments Management, L.P.   November 2005 - May 2009
Miller Tabak Roberts Securities, LLC   April 2003 - November 2005
DebtTraders Inc.   April 2001 - April 2003

Skills
Equities, Hedge Funds, Alternative Investments, High Yield, Investor Relations, Investment Management, Capital, Private Equity, Fixed Income

Education
Princeton University   1992 — 1996
BA, Psychology

Michael Waln Michael Waln Dallas/Fort Worth Area Details
Michael Waln's Miller Tabak Roberts Securities, LLC Experience 2006 - 2010
Job Vice President
Industry Financial Services
Experience
Private Bank at Bank of Texas   May 2015 - Present
BOK Financial  May 2015 - Present
LPL Financial  January 2015 - April 2015
JPMorgan Chase  October 2013 - 2014
MBW Capital   January 2010 - 2013
Miller Tabak Roberts Securities, LLC   2006 - 2010
Goldman Sachs  July 2003 - 2006
Goldman Sachs  June 2003 - September 2003
UPS Supply Chain Solutions  May 2002 - August 2002

Skills
Professional..., Entrepreneur of MBW..., Goldman Sachs & Co:..., Equities, Securities, Fixed Income, Hedge Funds, Series 7, Alternative Investments, Valuation, Asset Managment, Investments, Financial Analysis, Capital Markets, High Yield, Derivatives, Trading Systems, Electronic Trading, Bloomberg, MBS, Bonds, ABS, Investment Banking, Series 63, Series 66, Asset Management, Options

Education
Columbia University in the City of New York   2000 — 2004
Bachelor's Degree, Economics, cum laude, 3.70

Van Tharp Institute   2010 — 2011
Master's degree, Asset Management, 4.0

Chattahoochee High School, Alpharetta GA   1996 — 2000
High School

Kenny Natiss Kenny Natiss Greater New York City Area Details
Kenny Natiss's Miller Tabak Roberts Securities, LLC Experience 1999 - 2009
Job The LCO Group
Industry Information Technology and Services
Experience
The LCO Group   September 1989 - Present
Innovative Software Designs   1989 - 2011
Miller Tabak & Co   2007 - 2009
Miller Tabak Roberts Securities, LLC   1999 - 2009
WPI Communications, Inc.   1989 - 1998
New York Auto Auction   1989 - 1990

Skills
Disaster Recovery, Microsoft SQL Server, VBA, Network Architecture, Programming, Portfolio Management, Web Applications, Virtualization, Managed Services

Education
University of Michigan - Stephen M. Ross School of Business   1984 — 1988
BBA, Finance

Roslyn High School

Lori Samuels Lori Samuels Greater New York City Area Details
Lori Samuels's Miller Tabak Roberts Securities, LLC Experience March 2009 - April 2010
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee  March 2013 - Present
Cantor Fitzgerald  March 2011 - March 2013
Miller Tabak Roberts Securities, LLC   March 2009 - April 2010
UBS Investment Bank  September 1996 - March 2009
Credit Suisse First Boston  August 1986 - September 1996

Skills
Fixed Income, High Yield, Bonds, Credit Derivatives, ABS, Alternative Investments, Structured Products, Special Situations, MBS, CDO

Education
University of Pennsylvania - The Wharton School   1984 — 1986
MBA

University of Pennsylvania   1978 — 1982
B.A.

Roger H. Weiss Roger H. Weiss Greater New York City Area Details
Roger H. Weiss's Miller Tabak Roberts Securities, LLC Experience July 2010 - October 2011
Job Managing Director Equity Sales at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc.  May 2015 - Present
MLV & Co.   October 2011 - May 2015
Miller Tabak Roberts Securities, LLC   July 2010 - October 2011
Madison Williams and Company (SMH Capital)   2008 - 2010
A.G. Edwards & Sons, Inc.   October 1994 - December 2007
First Manhattan Co.  1992 - 1994
PNC Bank  1988 - 1992
Manufacturers Hanover Trust  1984 - 1988
Helena Rubenstein   1980 - 1982

Skills
Series 7, Series 63, Series 24

Education
Columbia University - Columbia Business School   1982 — 1984
MBA

Vanderbilt University   1976 — 1980
BA

Tim Wilson, CFA Tim Wilson, CFA Dallas, Texas Details
Tim Wilson, CFA's Miller Tabak Roberts Securities, LLC Experience October 2009 - July 2010
Job Senior Portfolio Manager/Credit Analyst at Liberty Bankers Life Insurance Company
Industry Investment Management
Experience
Liberty Bankers Life Insurance Company  July 2010 - Present
Miller Tabak Roberts Securities, LLC   October 2009 - July 2010
CastleOak   2009 - 2009
Credit Suisse  2001 - 2008
Chase Asset Management  1995 - 2001
The Chase Manhattan Bank  1991 - 1995

Skills
Credit Analysis, Fixed Income Portfolio..., Corporate Bonds, RMBS, ABS, Trading, Management, Risk Management, Microsoft Excel, Charles River IMS, Bloomberg, High Yield, Hybrids, Team Leadership, Fixed Income, Bonds, Portfolio Management, Structured Finance, Investments, MBS

Education
University of Toronto - Rotman School of Management   2000 — 2002
MBA

New York University

University of Toronto - University of Trinity College
BA

Tyler Thors Tyler Thors Greater New York City Area Details
Tyler Thors's Miller Tabak Roberts Securities, LLC Experience May 1994 - January 2005
Job Managing Director at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company  January 2005 - Present
Jefferies & Company  2005 - 2008
Miller Tabak Roberts Securities, LLC   May 1994 - January 2005
MTR Securities, LLC   1994 - 2005

Skills
High Yield, Hedge Funds, Fixed Income, Bonds, Equities, Trading Systems, Alternative Investments, Special Situations, Series 7, Trading, Valuation, Bloomberg, Series 63

Education
Trinity College-Hartford   1985 — 1989
ba, interdisciplinary studies

Victoria Vesely Victoria Vesely Greater New York City Area Details
Victoria Vesely's Miller Tabak Roberts Securities, LLC Experience February 2009 - April 2010
Job National Accounts Manager at eFinancialCareers.com
Industry Financial Services
Experience
eFinancialCareers  March 2010 - Present
Miller Tabak Roberts Securities, LLC   February 2009 - April 2010
The Response Companies  2001 - 2007
Sloan Staffing   January 2001 - February 2002
Morgan Stanley Dean Witter  April 1999 - January 2001
Bear Stearns  May 1997 - April 1999

Skills
Executive Search, Recruiting, Talent Acquisition, Technical Recruiting

Education
College of Saint Elizabeth
Business Administration

Paul Morales Paul Morales Greater New York City Area Details
Paul Morales's Miller Tabak Roberts Securities, LLC Experience December 2009 - August 2010
Job Equity Trader at Owl Creek Asset Management
Industry Financial Services
Experience
Owl Creek Asset Management  November 2013 - Present
Cowen and Company  August 2010 - September 2013
Miller Tabak Roberts Securities, LLC   December 2009 - August 2010
BNP Paribas  June 2007 - November 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
Fordham University
Bachelor of Science (BS), Finance, General

chaminade high school

REVISSON BONFIM REVISSON BONFIM Greater New York City Area Details
REVISSON BONFIM's Miller Tabak Roberts Securities, LLC Experience July 2008 - August 2010
Job Global Emerging Markets Corporate Desk Analysis.
Industry Capital Markets
Experience
Sterne Agee  December 2013 - Present
Espirito Santo Investment Bank  May 2012 - December 2013
Roc Global Securities, LLC   2011 - 2012
ING Financial Servis  August 2010 - April 2011
Miller Tabak Roberts Securities, LLC   July 2008 - August 2010
Fitch Ratings  2007 - 2008
Wachovia Securities  2004 - 2007
GE Capital  1999 - 2004

Education
The University of Connecticut   2001 — 2004
MBA, FINANCE

Sacred Heart University
BA, FINANCE & INTERNATIONAL BUSINESS

Mariano Louge Mariano Louge Greater New York City Area Details
Mariano Louge's Miller Tabak Roberts Securities, LLC Experience April 2003 - November 2011
Job MD, Head of Global Credit Sales at GMP Securities
Industry Financial Services
Experience
GMP Securities, LLC  November 2011 - Present
Miller Tabak Roberts Securities, LLC   April 2003 - November 2011
ING  March 1995 - March 2003
Baring Brothers   February 1994 - March 1995
Banco Santander Rio  1988 - 1994

Skills
Emerging Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Trading, Investments, Financial Markets, Alternative Investments, Bonds, Derivatives, Asset Management, Bloomberg, High Yield, Structured Products, Valuation, Portfolio Management

Education
Cornell University   1987 — 1989
MBA

Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   1980 — 1985
Licenciado en Economía

James O'Grady James O'Grady Greater New York City Area Details
James O'Grady's Miller Tabak Roberts Securities, LLC Experience April 2002 - April 2005
Job Independent Investment Management Professional
Industry Investment Management
Experience
Miller Tabak Roberts Securities, LLC   April 2002 - April 2005
Lazard Asset Management  April 1984 - April 2002
JC Penney Financial Services   April 1976 - April 1984

Education
University of Pennsylvania - The Wharton School   1966 — 1968
MBA, Insurance/Investments

Scott Gourlay Scott Gourlay Greater New York City Area Details
Scott Gourlay's Miller Tabak Roberts Securities, LLC Experience January 2008 - January 2010
Job High Yield / Distressed Credit Sales at The Seaport Group
Industry Investment Banking
Experience
The Seaport Group  August 2012 - Present
Bank of Tokyo-Mitsubishi UFJ  November 2011 - August 2012
FBR Capital Markets  October 2010 - October 2011
Miller Tabak Roberts Securities, LLC   January 2008 - January 2010

Education
Colgate University
B.A., Political Science

Jose Puell Jose Puell Greater New York City Area Details
Jose Puell's Miller Tabak Roberts Securities, LLC Experience 2008 - May 2011
Job GMP Securities Global Fixed Income Sales & Trading
Industry Capital Markets
Experience
GMP Securities  2008 - Present
Miller Tabak Roberts Securities, LLC   2008 - May 2011
RBC Wealth Management  2006 - 2008

Education
Universidad de Puerto Rico
M.A., Economics

University of California, Irvine
BA, Economics