Mischler Financial Group
Description
Mischler Financial Group is the American financial services industry's oldest minority investment bank and institutional brokerage owned and operated by Service-Disabled-Veterans and is the first Finra member firm to become a federally-certified-Service Disabled Veteran Business Enterprise. Headquarters: Newport Beach, CA Founded: 1994 Number of employees: 50
Mischler Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Mischler Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Mischler Financial Group Salaries. You can even request information on how much does Mischler Financial Group pay if you want to. Learn about salaries, pros and cons of working for Mischler Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22 Mischler Financial Group employees in database. Find out everything there's to know about Mischler Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Mischler Financial Group Employees
Employee
Years
Job
Industry
Jason Klinghoffer, CFA Jason Klinghoffer, CFA's Mischler Financial Group Experience September 2014 - Present
Job Director at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group September 2014 - Present
Cantor Fitzgerald March 2009 - September 2014
SGC May 2006 - February 2009
United States Marine Corps November 1998 - November 2004
Skills
Portfolio Management, Fixed Income, Trading, Bloomberg, Investments, Mutual Funds, Strategy, Investment Management, Leadership, Bloomberg Terminal, Analytics, Managerial Finance, Fixed Income Analysis, MBS, Foreign Exchange, Back Office, Pricing, Treasury, Microsoft Excel
Education
Kansas State University
Bachelor of Science (BS), Finance and Financial Management Services
Mischler Financial Group September 2014 - Present
Cantor Fitzgerald March 2009 - September 2014
SGC May 2006 - February 2009
United States Marine Corps November 1998 - November 2004
Skills
Portfolio Management, Fixed Income, Trading, Bloomberg, Investments, Mutual Funds, Strategy, Investment Management, Leadership, Bloomberg Terminal, Analytics, Managerial Finance, Fixed Income Analysis, MBS, Foreign Exchange, Back Office, Pricing, Treasury, Microsoft Excel
Education
Kansas State University
Bachelor of Science (BS), Finance and Financial Management Services
Fred Wall Fred Wall's Mischler Financial Group Experience January 2013 - Present
Job Managing Director at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group January 2013 - Present
Salomon Brothers 1992 - 2002
Skills
Hedge Funds, Equities, Investments, Wealth Management, Trading, New Business Development, Series 7, Electronic Trading, Business Strategy, Public Speaking, Fixed Income, Mutual Funds, Trading Systems, Securities, Options, Financial Analysis, Management Consulting, Marketing Strategy, Strategic Planning
Education
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Philosophy
new trier
Mischler Financial Group January 2013 - Present
Salomon Brothers 1992 - 2002
Skills
Hedge Funds, Equities, Investments, Wealth Management, Trading, New Business Development, Series 7, Electronic Trading, Business Strategy, Public Speaking, Fixed Income, Mutual Funds, Trading Systems, Securities, Options, Financial Analysis, Management Consulting, Marketing Strategy, Strategic Planning
Education
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Philosophy
new trier
David Michalowicz David Michalowicz's Mischler Financial Group Experience May 2013 - August 2013
Job Software Engineer at Quantopian
Industry Computer Software
Experience
Quantopian July 2015 - Present
Carnegie Mellon University August 2011 - May 2015
US Navy June 2014 - August 2014
Mischler Financial Group May 2013 - August 2013
Domino's Pizza May 2013 - August 2013
Master Builders Construction May 2012 - August 2012
Mendon Youth Baseball April 2010 - July 2010
Skills
Matlab, Mathematics, Python, Microsoft Office, SML, Linear Programming, Tiling
Education
Carnegie Mellon University 2011 — 2015
Bachelor's degree, Mathematics
Quantopian July 2015 - Present
Carnegie Mellon University August 2011 - May 2015
US Navy June 2014 - August 2014
Mischler Financial Group May 2013 - August 2013
Domino's Pizza May 2013 - August 2013
Master Builders Construction May 2012 - August 2012
Mendon Youth Baseball April 2010 - July 2010
Skills
Matlab, Mathematics, Python, Microsoft Office, SML, Linear Programming, Tiling
Education
Carnegie Mellon University 2011 — 2015
Bachelor's degree, Mathematics
Michael;J. Clifton Michael;J. Clifton's Mischler Financial Group Experience March 2010 - Present
Job Sales and Trading at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group March 2010 - Present
NYSE March 1979 - February 2010
Skills
Equity Trading
Education
Belmont Abbey College
Mischler Financial Group March 2010 - Present
NYSE March 1979 - February 2010
Skills
Equity Trading
Education
Belmont Abbey College
Tim Greene Tim Greene's Mischler Financial Group Experience December 2012 - April 2014
Job Regional Operations Director at DaVita Kidney Care
Industry Hospital & Health Care
Experience
DaVita Kidney Care August 2015 - Present
DaVita April 2014 - August 2015
Mischler Financial Group December 2012 - April 2014
Bank of America Merrill Lynch June 2000 - March 2012
US Army June 1995 - June 2000
Skills
Leadership, Equity Trading, Equity Valuation, Trading Systems, Electronic Trading, Stock Trading, International Trade, Trading Strategies, Relationship Management, Long-term Customer..., Trusting Relationships, Business Relationship..., Client Development, Client Liaison, Helping Clients Succeed, Corporate Recruiting, Global Operations, Leadership Development, Client Representation, Global Sourcing, International Sales, Team Building, Sales Operations, Strategic Planning, Client Access, Strategic Partnerships, Strategic Leadership, Team Leadership, Team-oriented, Cross Selling, Foreign Currency, Foreign Exchange, Pension Funds, Mutual Funds, Hedge Funds, Business Networking, Foreign Currency..., Order Management, Sales Commission, Market Share, Building Customer..., Military Experience, Military Operations, Military Training, Peacekeeping, Mission Critical, Airborne School, Air Assault, Competitive, Timely Decision Making
Education
United States Military Academy at West Point 1991 — 1995
Bachelor of Science (B.S.), Engineering
Manasquan High School
DaVita Kidney Care August 2015 - Present
DaVita April 2014 - August 2015
Mischler Financial Group December 2012 - April 2014
Bank of America Merrill Lynch June 2000 - March 2012
US Army June 1995 - June 2000
Skills
Leadership, Equity Trading, Equity Valuation, Trading Systems, Electronic Trading, Stock Trading, International Trade, Trading Strategies, Relationship Management, Long-term Customer..., Trusting Relationships, Business Relationship..., Client Development, Client Liaison, Helping Clients Succeed, Corporate Recruiting, Global Operations, Leadership Development, Client Representation, Global Sourcing, International Sales, Team Building, Sales Operations, Strategic Planning, Client Access, Strategic Partnerships, Strategic Leadership, Team Leadership, Team-oriented, Cross Selling, Foreign Currency, Foreign Exchange, Pension Funds, Mutual Funds, Hedge Funds, Business Networking, Foreign Currency..., Order Management, Sales Commission, Market Share, Building Customer..., Military Experience, Military Operations, Military Training, Peacekeeping, Mission Critical, Airborne School, Air Assault, Competitive, Timely Decision Making
Education
United States Military Academy at West Point 1991 — 1995
Bachelor of Science (B.S.), Engineering
Manasquan High School
Robert MacLean's Mischler Financial Group Experience March 2015 - Present
Job Capital Markets
Industry Investment Management
Experience
Mischler Financial Group March 2015 - Present
Wellington Management August 2010 - January 2015
Cooper Industries Ltd. September 2008 - March 2010
United States Army June 2002 - October 2008
Skills
Security Clearance, Leadership, DoD, Military, Program Management, Military Experience, Team Building, Security, Operational Planning, Process Improvement, Portfolio Management, Risk Management, Analysis, Project Management, Operations Management, Fixed Income, Systems Engineering, Cross-functional Team..., Investments, Six Sigma, Team Leadership, Defense, Project Planning, Government, Military Operations, Army, National Security, Strategic Planning, Management, Command
Education
United States Military Academy at West Point 1997 — 2002
B.S. (Physics), Nuclear Engineering
Lexington High School 1993 — 1997
Diploma
Mischler Financial Group March 2015 - Present
Wellington Management August 2010 - January 2015
Cooper Industries Ltd. September 2008 - March 2010
United States Army June 2002 - October 2008
Skills
Security Clearance, Leadership, DoD, Military, Program Management, Military Experience, Team Building, Security, Operational Planning, Process Improvement, Portfolio Management, Risk Management, Analysis, Project Management, Operations Management, Fixed Income, Systems Engineering, Cross-functional Team..., Investments, Six Sigma, Team Leadership, Defense, Project Planning, Government, Military Operations, Army, National Security, Strategic Planning, Management, Command
Education
United States Military Academy at West Point 1997 — 2002
B.S. (Physics), Nuclear Engineering
Lexington High School 1993 — 1997
Diploma
Dean A. Chamberlain Dean A. Chamberlain's Mischler Financial Group Experience January 2010 - Present
Job Chief Executive Officer, Principal at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group January 2010 - Present
Nomura Securities 2005 - 2010
Bank of America Securities April 2001 - April 2005
J.P. Morgan April 1999 - April 2001
Donaldson, Lufkin & Jenrette July 1992 - June 1996
Northwestern University 1990 - 1992
U.S. Army, 4th Infantry Division May 1985 - August 1990
Skills
Negotiation, Leadership, Team Leadership, Project Management, Strategy, Start-ups, Fixed Income, Investment Properties, Finance, Team Building, Portfolio Management, Management, Valuation, Structured Finance, Real Estate, Bloomberg, Contract Negotiation, Financial Analysis, Investments, Business Planning, Business Strategy, Sales, Corporate Finance, Due Diligence, Capital Markets, Credit, Management Consulting, Trading, Operations Management, Asset Management, New Business Development, Financial Modeling, Financial Markets, Sales Management, Investment Banking, Business Development, Change Management, Equity Trading, Process Improvement, Risk Management, Recruiting, Banking, Program Management, Structured Products, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Equities, Hedge Funds, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Marketing, International Business
United States Military Academy at West Point 1981 — 1985
BS, Mechanical Engineering Management
Mischler Financial Group January 2010 - Present
Nomura Securities 2005 - 2010
Bank of America Securities April 2001 - April 2005
J.P. Morgan April 1999 - April 2001
Donaldson, Lufkin & Jenrette July 1992 - June 1996
Northwestern University 1990 - 1992
U.S. Army, 4th Infantry Division May 1985 - August 1990
Skills
Negotiation, Leadership, Team Leadership, Project Management, Strategy, Start-ups, Fixed Income, Investment Properties, Finance, Team Building, Portfolio Management, Management, Valuation, Structured Finance, Real Estate, Bloomberg, Contract Negotiation, Financial Analysis, Investments, Business Planning, Business Strategy, Sales, Corporate Finance, Due Diligence, Capital Markets, Credit, Management Consulting, Trading, Operations Management, Asset Management, New Business Development, Financial Modeling, Financial Markets, Sales Management, Investment Banking, Business Development, Change Management, Equity Trading, Process Improvement, Risk Management, Recruiting, Banking, Program Management, Structured Products, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Equities, Hedge Funds, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Marketing, International Business
United States Military Academy at West Point 1981 — 1985
BS, Mechanical Engineering Management
Steve Segesser Steve Segesser's Mischler Financial Group Experience September 2009 - Present
Job Fixed Income Sales Trading
Industry Capital Markets
Experience
Mischler Financial Group September 2009 - Present
Macquarie Allegiance Capital July 1997 - November 2008
Allegiance Capital LLC December 2005 - October 2006
Pacific Life January 1994 - July 1997
Bank of America January 1991 - December 1994
Skills
ABS, CMBS, MBS, Fixed Income, Bonds, Bloomberg, Trading, Capital Markets, Bloomberg Terminal, Asset Managment, Portfolio Management, Securities, Structured Products, Treasury, Asset Management, Series 63, Financial Modeling, Investments, Series 7, Hedge Funds, Investment Banking, Equities
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1988 — 1993
BS, Business Administration - Finance
Investment Banking Institute 2009 — 2009
Finance
Mischler Financial Group September 2009 - Present
Macquarie Allegiance Capital July 1997 - November 2008
Allegiance Capital LLC December 2005 - October 2006
Pacific Life January 1994 - July 1997
Bank of America January 1991 - December 1994
Skills
ABS, CMBS, MBS, Fixed Income, Bonds, Bloomberg, Trading, Capital Markets, Bloomberg Terminal, Asset Managment, Portfolio Management, Securities, Structured Products, Treasury, Asset Management, Series 63, Financial Modeling, Investments, Series 7, Hedge Funds, Investment Banking, Equities
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1988 — 1993
BS, Business Administration - Finance
Investment Banking Institute 2009 — 2009
Finance
Zackery Kersh Zackery Kersh's Mischler Financial Group Experience June 2010 - September 2010
Job Estudiante de Academia Málaga
Industry Internet
Experience
Yelp January 2015 - October 2015
Yelp September 2013 - October 2015
YoungJets January 2013 - June 2013
Merrill Lynch June 2012 - September 2012
Mischler Financial Group June 2010 - September 2010
Skills
Salesforce.com, Sales, SaaS, Public Speaking, Start-ups, Social Networking, Online Advertising, Marketing, Digital Marketing, Microsoft Excel, Leadership Development, SEO, Bloomberg, Customer Service, Management, Microsoft Office, Event Planning, Leadership, PowerPoint, Analysis, Research, Time Management, Investments, Cold Calling, Qualifying Prospects, Microsoft Word, Outlook, Final Cut Pro, Spanish, Equity Research, Teamwork, Market Research, Writing, Social Media Marketing, Team Leadership, Photoshop, pipeline man, strategic vetting, Qualifying Opportunities, Closing Abilities, Team-oriented, Prospect Research, Lead Generation, CRM, Online Marketing, Training, Advertising, Marketing Strategy
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Political Science and English, 3.5
University of New South Wales 2011 — 2011
Concentrations in Business and Marketing, Business and Marketing
Academia Málaga
Español
Yelp January 2015 - October 2015
Yelp September 2013 - October 2015
YoungJets January 2013 - June 2013
Merrill Lynch June 2012 - September 2012
Mischler Financial Group June 2010 - September 2010
Skills
Salesforce.com, Sales, SaaS, Public Speaking, Start-ups, Social Networking, Online Advertising, Marketing, Digital Marketing, Microsoft Excel, Leadership Development, SEO, Bloomberg, Customer Service, Management, Microsoft Office, Event Planning, Leadership, PowerPoint, Analysis, Research, Time Management, Investments, Cold Calling, Qualifying Prospects, Microsoft Word, Outlook, Final Cut Pro, Spanish, Equity Research, Teamwork, Market Research, Writing, Social Media Marketing, Team Leadership, Photoshop, pipeline man, strategic vetting, Qualifying Opportunities, Closing Abilities, Team-oriented, Prospect Research, Lead Generation, CRM, Online Marketing, Training, Advertising, Marketing Strategy
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Political Science and English, 3.5
University of New South Wales 2011 — 2011
Concentrations in Business and Marketing, Business and Marketing
Academia Málaga
Español
mike clifton mike clifton's Mischler Financial Group Experience March 2010 - Present
Job mens basketball parent at Bard College
Industry Financial Services
Experience
Bard College May 2013 - Present
Mischler Financial Group March 2010 - Present
magna securities corp. May 2005 - January 2010
LaSalle University Soccer 1991 - 2009
NYSE 1988 - 2007
Skills
Equity Trading, Securities, Trading, Electronic Trading, Equities, Series 7, Options, Series 63, FINRA, Series 24, Hedge Funds, Financial Markets, Trading Systems, ETFs, Bloomberg, Equity Derivatives
Education
Belmont Abbey College 1977 — 1980
Bard College May 2013 - Present
Mischler Financial Group March 2010 - Present
magna securities corp. May 2005 - January 2010
LaSalle University Soccer 1991 - 2009
NYSE 1988 - 2007
Skills
Equity Trading, Securities, Trading, Electronic Trading, Equities, Series 7, Options, Series 63, FINRA, Series 24, Hedge Funds, Financial Markets, Trading Systems, ETFs, Bloomberg, Equity Derivatives
Education
Belmont Abbey College 1977 — 1980
Marc Stuzynski, CFA's Mischler Financial Group Experience March 2014 - Present
Job Director at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group March 2014 - Present
Merrill Lynch June 2012 - March 2014
Canaccord Genuity Inc. July 2003 - March 2012
Skills
Financial Analysis, Investments, New Business Development, Microsoft Excel, Sales Management, Strategic Planning, Portfolio Management, Sales, Wealth Management, Risk Management, Asset Managment, Business Development, Series 7, Public Speaking, PowerPoint, Negotiation, Valuation, Financial Modeling, Account Management, Team Leadership, Finance, Trading, Asset Management, Securities, Equities, Management, Capital Markets, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Equity Trading, Series 63, Mutual Funds
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Saint Anselm College 1988 — 1992
BS, Liberal Studies
Avon Old Farms School 1986 — 1988
Mischler Financial Group March 2014 - Present
Merrill Lynch June 2012 - March 2014
Canaccord Genuity Inc. July 2003 - March 2012
Skills
Financial Analysis, Investments, New Business Development, Microsoft Excel, Sales Management, Strategic Planning, Portfolio Management, Sales, Wealth Management, Risk Management, Asset Managment, Business Development, Series 7, Public Speaking, PowerPoint, Negotiation, Valuation, Financial Modeling, Account Management, Team Leadership, Finance, Trading, Asset Management, Securities, Equities, Management, Capital Markets, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Equity Trading, Series 63, Mutual Funds
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Saint Anselm College 1988 — 1992
BS, Liberal Studies
Avon Old Farms School 1986 — 1988
Glen Brieva's Mischler Financial Group Experience February 2010 - Present
Job IT Operations Associate, Web Development
Industry Capital Markets
Experience
Mischler Financial Group February 2010 - Present
Western Asset Management Co. March 2007 - March 2009
Western Asset Management Co. April 2005 - March 2007
Nicholas Applegate October 2001 - April 2005
Sundial Marketplace Corporation June 2001 - August 2001
Skills
Settlement, Project Management, Bloomberg, Derivatives, Trading, Hedge Funds, Equities, Options, Fixed Income, Electronic Trading, Trading Systems
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science, Business Administration: Information and Decision Systems
Mischler Financial Group February 2010 - Present
Western Asset Management Co. March 2007 - March 2009
Western Asset Management Co. April 2005 - March 2007
Nicholas Applegate October 2001 - April 2005
Sundial Marketplace Corporation June 2001 - August 2001
Skills
Settlement, Project Management, Bloomberg, Derivatives, Trading, Hedge Funds, Equities, Options, Fixed Income, Electronic Trading, Trading Systems
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science, Business Administration: Information and Decision Systems
Doyle Holmes, Doyle's Mischler Financial Group Experience May 1995 - Present
Job Owner, Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group May 1995 - Present
Skills
Entrepreneurship
Education
Golden Gate University 1968 — 1971
Mischler Financial Group May 1995 - Present
Skills
Entrepreneurship
Education
Golden Gate University 1968 — 1971
Lenny Wellenius's Mischler Financial Group Experience 2013 - Present
Job Managing Director
Industry Financial Services
Experience
Mischler Financial Group 2013 - Present
Navigate Advisors 2009 - 2013
Banc of America Securities 2004 - 2009
Fannie Mae 1999 - 2004
Tuttle and Co. 1995 - 1999
Skills
Management, Interest Rate Risk..., Capital Markets, Trading, Banking, Portfolio Management
Education
University of Maryland College Park 1989 — 1994
Mischler Financial Group 2013 - Present
Navigate Advisors 2009 - 2013
Banc of America Securities 2004 - 2009
Fannie Mae 1999 - 2004
Tuttle and Co. 1995 - 1999
Skills
Management, Interest Rate Risk..., Capital Markets, Trading, Banking, Portfolio Management
Education
University of Maryland College Park 1989 — 1994
Melissa Witten's Mischler Financial Group Experience April 2014 - Present
Job Trading Operations at Mischler Financial Group
Industry Capital Markets
Experience
Mischler Financial Group April 2014 - Present
Wells Fargo Securities October 2009 - Present
Skills
Marketing, Fixed Income, Series 63, Investments, Series 7, Securities, Sales
Education
San Diego State University-California State University 2005 — 2008
University of Oregon - Charles H. Lundquist College of Business 2003 — 2005
Mischler Financial Group April 2014 - Present
Wells Fargo Securities October 2009 - Present
Skills
Marketing, Fixed Income, Series 63, Investments, Series 7, Securities, Sales
Education
San Diego State University-California State University 2005 — 2008
University of Oregon - Charles H. Lundquist College of Business 2003 — 2005
Robert Karr's Mischler Financial Group Experience 2011 - Present
Job Managing Director at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group 2011 - Present
Bank of America 2001 - 2009
Banc of America Securities 2001 - 2009
Prudential Securities 1989 - 2000
Skills
ABS, Fixed Income, Hedge Funds, Structured Finance, Capital Markets, Derivatives, Investment Banking, Portfolio Management, Finance, Banking, Asset Management, Financial Services, Investments, Securities, Structured Products, Equities, Bloomberg, Financial Risk, Valuation
Education
Columbia University in the City of New York 1984 — 1986
BS, EE
Bowdoin College 1981 — 1984
BA, Physics
Brooks School 1978 — 1981
Mischler Financial Group 2011 - Present
Bank of America 2001 - 2009
Banc of America Securities 2001 - 2009
Prudential Securities 1989 - 2000
Skills
ABS, Fixed Income, Hedge Funds, Structured Finance, Capital Markets, Derivatives, Investment Banking, Portfolio Management, Finance, Banking, Asset Management, Financial Services, Investments, Securities, Structured Products, Equities, Bloomberg, Financial Risk, Valuation
Education
Columbia University in the City of New York 1984 — 1986
BS, EE
Bowdoin College 1981 — 1984
BA, Physics
Brooks School 1978 — 1981
Morris Goldstein's Mischler Financial Group Experience July 2011 - Present
Job Fixed Income Sales at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group July 2011 - Present
Goldstein and Associates, PC July 1983 - Present
Skills
Strategic Planning, Investments, Retirement Planning, Financial Analysis, New Business Development, Business Strategy, Strategic Financial..., Team Building, Insurance, Risk Management, Mergers, Project Management, Sales Management, Marketing Strategy, Marketing, Asset Managment, Negotiation, Public Speaking, Customer Service, Business Development
Education
Touro College
BA accounting
Mischler Financial Group July 2011 - Present
Goldstein and Associates, PC July 1983 - Present
Skills
Strategic Planning, Investments, Retirement Planning, Financial Analysis, New Business Development, Business Strategy, Strategic Financial..., Team Building, Insurance, Risk Management, Mergers, Project Management, Sales Management, Marketing Strategy, Marketing, Asset Managment, Negotiation, Public Speaking, Customer Service, Business Development
Education
Touro College
BA accounting
Ron Quigley's Mischler Financial Group Experience December 2011 - Present
Job Managing Director, Hd. F.I. Syndicate, Primary Sales and Capital Markets
Industry Banking
Experience
Mischler Financial Group December 2011 - Present
Mischler Financial Group November 2011 - February 2015
Young & Rubicam 1983 - 1987
Skills
Fixed Income, Securities, Capital Markets, Trading, Investments, DCM, Social Media, Investment Banking, Finance, Banking, Bloomberg, Editing, Financial Services, Syndicate, Research, Advertising, Series 63, Series 7, Equities, Event Planning, Project Management
Education
University of Southern California 1979 — 1983
B.A., Cinema
Mischler Financial Group December 2011 - Present
Mischler Financial Group November 2011 - February 2015
Young & Rubicam 1983 - 1987
Skills
Fixed Income, Securities, Capital Markets, Trading, Investments, DCM, Social Media, Investment Banking, Finance, Banking, Bloomberg, Editing, Financial Services, Syndicate, Research, Advertising, Series 63, Series 7, Equities, Event Planning, Project Management
Education
University of Southern California 1979 — 1983
B.A., Cinema
Leslie Graves's Mischler Financial Group Experience January 2011 - Present
Job Managing Director at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group January 2011 - Present
Credit Suisse August 1985 - December 2011
Skills
Investment Banking, Fixed Income, Capital Markets, Securities, Bonds, Structured Products, Portfolio Management, Equities, Electronic Trading, Financial Modeling, Hedge Funds, Series 7, Derivatives, Asset Management, Trading, Financial Markets, Investments, Banking, Alternative Investments, Trading Systems, Bloomberg, Options, Corporate Finance, Structured Finance, Credit Derivatives, Valuation, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Duke University
AB Economics, Economics
Mischler Financial Group January 2011 - Present
Credit Suisse August 1985 - December 2011
Skills
Investment Banking, Fixed Income, Capital Markets, Securities, Bonds, Structured Products, Portfolio Management, Equities, Electronic Trading, Financial Modeling, Hedge Funds, Series 7, Derivatives, Asset Management, Trading, Financial Markets, Investments, Banking, Alternative Investments, Trading Systems, Bloomberg, Options, Corporate Finance, Structured Finance, Credit Derivatives, Valuation, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Duke University
AB Economics, Economics
Scott Kersh's Mischler Financial Group Experience September 1997 - Present
Job Senior Vice PresidentInvestments at Mischler Financial Group, Inc
Industry Financial Services
Experience
Mischler Financial Group September 1997 - Present
Prudential Securities September 1992 - September 1997
Liberty Capital Markets, Inc. September 1983 - September 1992
Skills
Equities, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Portfolio Management, Estate Planning, Alternative Investments, Series 7, Series 24, Series 63, CA Insurance License..., Capital Markets, Microsoft Office, Investments, Strategic Planning, Financial Analysis, Fixed Income
Education
San Francisco State University 1981 — 1982
Bachelor's degree, Political Science
University of Oregon 1976 — 1979
Political Science and Government
Mischler Financial Group September 1997 - Present
Prudential Securities September 1992 - September 1997
Liberty Capital Markets, Inc. September 1983 - September 1992
Skills
Equities, Asset Management, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Portfolio Management, Estate Planning, Alternative Investments, Series 7, Series 24, Series 63, CA Insurance License..., Capital Markets, Microsoft Office, Investments, Strategic Planning, Financial Analysis, Fixed Income
Education
San Francisco State University 1981 — 1982
Bachelor's degree, Political Science
University of Oregon 1976 — 1979
Political Science and Government
Eric Michalisin's Mischler Financial Group Experience 2014 - 2015
Job Director, Asian Sales Trading at CIMB Securities (USA)
Industry Investment Banking
Experience
CIMB Securities (USA) 2015 - Present
Mischler Financial Group 2014 - 2015
RBS Markets & International Banking 2009 - 2012
JPMorgan Chase March 1996 - April 2008
Skills
Equities, Investment Banking, Series 7, Series 63, Series 55, FINRA, Derivatives, Bloomberg, Capital Markets, Structured Products, Financial Markets, Equity Derivatives, Options, Electronic Trading, Trading Systems, Hedge Funds, Trading, Bonds
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Bachelor of Science (B.S.), Economics
CIMB Securities (USA) 2015 - Present
Mischler Financial Group 2014 - 2015
RBS Markets & International Banking 2009 - 2012
JPMorgan Chase March 1996 - April 2008
Skills
Equities, Investment Banking, Series 7, Series 63, Series 55, FINRA, Derivatives, Bloomberg, Capital Markets, Structured Products, Financial Markets, Equity Derivatives, Options, Electronic Trading, Trading Systems, Hedge Funds, Trading, Bonds
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Bachelor of Science (B.S.), Economics