Montauk Financial Group
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Montauk Financial Group Employees
Employee
Years
Job
Industry
Gerald Sharpe Jr. Gerald Sharpe Jr.'s Montauk Financial Group Experience November 2000 - June 2004
Job Managing Director of Investments/Registered Principal
Industry Financial Services
Experience
National Securities November 2012 - Present
Sharpco International, Inc. November 2000 - Present
Newbridge Securities October 2004 - November 2012
Montauk Financial Group November 2000 - June 2004
Skills
Series 24, Series 7, Securities, Series 63, Investment Advisory, Mutual Funds, FINRA, Asset Management, Financial Services, Strategic Financial..., Investment Strategies, Investments, Alternative Investments, Finance, Retirement Planning, Wealth Management, Equities, Asset Allocation, Bonds, Fixed Income, Fixed Annuities, Risk Management, Portfolio Management, Retirement, ETFs, Options, Capital Markets, Financial Markets, Hedge Funds, Bloomberg, 401k, Hold Series 24..., Hold Series 7, General..., Hold Series 63,..., Uniform Combined State..., Asset Managment, Stocks, Equity Trading
Education
DeVry University 1981 — 1984
Saint Peters High School 1977 — 1981
National Securities November 2012 - Present
Sharpco International, Inc. November 2000 - Present
Newbridge Securities October 2004 - November 2012
Montauk Financial Group November 2000 - June 2004
Skills
Series 24, Series 7, Securities, Series 63, Investment Advisory, Mutual Funds, FINRA, Asset Management, Financial Services, Strategic Financial..., Investment Strategies, Investments, Alternative Investments, Finance, Retirement Planning, Wealth Management, Equities, Asset Allocation, Bonds, Fixed Income, Fixed Annuities, Risk Management, Portfolio Management, Retirement, ETFs, Options, Capital Markets, Financial Markets, Hedge Funds, Bloomberg, 401k, Hold Series 24..., Hold Series 7, General..., Hold Series 63,..., Uniform Combined State..., Asset Managment, Stocks, Equity Trading
Education
DeVry University 1981 — 1984
Saint Peters High School 1977 — 1981
Stephen Michals Stephen Michals's Montauk Financial Group Experience October 2000 - January 2003
Job
Industry Staffing and Recruiting
Experience
National Securities October 2011 - Present
Uptick Consulting April 2010 - Present
GunnAllen Financial January 2003 - May 2010
Montauk Financial Group October 2000 - January 2003
HD Brous & Co. December 1997 - March 1999
IAI January 1994 - December 1997
Skills
Recruiting, Broker-Dealer, Financial Services, Brokerage, Investment Advisory, Business Development, Securities, Capital Markets, Trading, Risk Management, Retirement, Funding, Negotiation, Bonds, Management, Human Resources, Series 65, Private Equity, Investment Strategies, Portfolio Management, Series 7, Options, AML, Finance, Series 63, Electronic Trading, Financial Markets, Fixed Income, ETFs, Investment Management, Venture Capital, Mergers & Acquisitions, Equity Trading, Due Diligence
Education
Monmouth University 1988 — 1991
BS
Rider University 1987 — 1988
National Securities October 2011 - Present
Uptick Consulting April 2010 - Present
GunnAllen Financial January 2003 - May 2010
Montauk Financial Group October 2000 - January 2003
HD Brous & Co. December 1997 - March 1999
IAI January 1994 - December 1997
Skills
Recruiting, Broker-Dealer, Financial Services, Brokerage, Investment Advisory, Business Development, Securities, Capital Markets, Trading, Risk Management, Retirement, Funding, Negotiation, Bonds, Management, Human Resources, Series 65, Private Equity, Investment Strategies, Portfolio Management, Series 7, Options, AML, Finance, Series 63, Electronic Trading, Financial Markets, Fixed Income, ETFs, Investment Management, Venture Capital, Mergers & Acquisitions, Equity Trading, Due Diligence
Education
Monmouth University 1988 — 1991
BS
Rider University 1987 — 1988
Mario De Iudicibus Mario De Iudicibus's Montauk Financial Group Experience June 2003 - August 2003
Job Senior Accountant at Visiting Nurse Service of New York
Industry Hospital & Health Care
Experience
Visiting Nurse Service of New York June 2008 - Present
New Jersey Devils August 2005 - June 2008
North Fork Bank April 2003 - June 2005
Montauk Financial Group June 2003 - August 2003
Skills
Medicaid, Financial Reporting, Financial Analysis, PeopleSoft Financial, Account Reconciliation, Journal Entries, Bookkeeping, Microsoft Excel, Microsoft Word, Liability Analysis, Bank Reconciliation, Medicare, nVision, Managed Care, Personal Finance, Accounts Payable, Accounts Receivable, Fixed Assets, Healthcare Consulting, Great Plains Software, Vlookup, Finance, Accounting, Auditing
Education
New Jersey City University 2001 — 2005
Bachelor of Science (BS), Finance, General
Visiting Nurse Service of New York June 2008 - Present
New Jersey Devils August 2005 - June 2008
North Fork Bank April 2003 - June 2005
Montauk Financial Group June 2003 - August 2003
Skills
Medicaid, Financial Reporting, Financial Analysis, PeopleSoft Financial, Account Reconciliation, Journal Entries, Bookkeeping, Microsoft Excel, Microsoft Word, Liability Analysis, Bank Reconciliation, Medicare, nVision, Managed Care, Personal Finance, Accounts Payable, Accounts Receivable, Fixed Assets, Healthcare Consulting, Great Plains Software, Vlookup, Finance, Accounting, Auditing
Education
New Jersey City University 2001 — 2005
Bachelor of Science (BS), Finance, General
Stephanie Dawson-O'Donnell Stephanie Dawson-O'Donnell's Montauk Financial Group Experience May 2000 - June 2003
Job Business Management Client Relations
Industry Individual & Family Services
Experience
Somerset Run, NJ September 2012 - Present
www.Uniquebodywork.com September 2010 - September 2012
Horsing Around -direct report and on call therapist for private owners June 2009 - January 2011
Top Line Horse Therapy May 2008 - April 2009
TopLineHorseMassage.com 2008 - 2009
Medical Capital March 2005 - March 2008
Montauk Financial Group May 2000 - June 2003
Mass Mutual 2000 - 2002
Prudential Financial June 1998 - February 2000
Prudential Investments 1998 - 2000
Skills
Asset Allocation, Alternative Investments, Strategic Planning
Education
Montclair State University 1988 — 1992
BA, English - Journalism
Hanover Park,East Hanover, nj 1984 — 1988
1988 Graduate-English, Marketing
Somerset Run, NJ September 2012 - Present
www.Uniquebodywork.com September 2010 - September 2012
Horsing Around -direct report and on call therapist for private owners June 2009 - January 2011
Top Line Horse Therapy May 2008 - April 2009
TopLineHorseMassage.com 2008 - 2009
Medical Capital March 2005 - March 2008
Montauk Financial Group May 2000 - June 2003
Mass Mutual 2000 - 2002
Prudential Financial June 1998 - February 2000
Prudential Investments 1998 - 2000
Skills
Asset Allocation, Alternative Investments, Strategic Planning
Education
Montclair State University 1988 — 1992
BA, English - Journalism
Hanover Park,East Hanover, nj 1984 — 1988
1988 Graduate-English, Marketing
Stephanie Martel Stephanie Martel's Montauk Financial Group Experience 2005 - 2008
Job Mixed Media Artist + Publisher at The Vibrant Living Project
Industry Fine Art
Experience
The Vibrant Living Project March 2013 - Present
Vibrant Health and Wellness 2007 - 2011
The Habit Change Company 2008 - 2009
Montauk Financial Group 2005 - 2008
Georgian Court University July 2004 - June 2005
Georgian Court University September 2002 - June 2004
DeVry University 2001 - 2002
Skills
Public Speaking, Leadership Development, Leadership, Blogging, Event Planning, Wellness, Personal Development, Teaching, Organizational..., Higher Education, Program Management, Nutrition, Project Management, Budgets, Photography, Time Management, Entrepreneurship, Small Business, Coaching, Yoga, Research, Microsoft Word, Strategic Planning, Grant Writing, Customer Service, Program Development, Holistic Health
Education
Institute for Integrative Nutrition 2007 — 2008
Villanova University 1998 — 1999
Master's Degree, Higher Education/Higher Education Administration
Monmouth University 1996 — 1997
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Villanova University 1991 — 1995
Bachelor of Science (B.S.), Marketing
The Vibrant Living Project March 2013 - Present
Vibrant Health and Wellness 2007 - 2011
The Habit Change Company 2008 - 2009
Montauk Financial Group 2005 - 2008
Georgian Court University July 2004 - June 2005
Georgian Court University September 2002 - June 2004
DeVry University 2001 - 2002
Skills
Public Speaking, Leadership Development, Leadership, Blogging, Event Planning, Wellness, Personal Development, Teaching, Organizational..., Higher Education, Program Management, Nutrition, Project Management, Budgets, Photography, Time Management, Entrepreneurship, Small Business, Coaching, Yoga, Research, Microsoft Word, Strategic Planning, Grant Writing, Customer Service, Program Development, Holistic Health
Education
Institute for Integrative Nutrition 2007 — 2008
Villanova University 1998 — 1999
Master's Degree, Higher Education/Higher Education Administration
Monmouth University 1996 — 1997
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Villanova University 1991 — 1995
Bachelor of Science (B.S.), Marketing
Hal Xheraj's Montauk Financial Group Experience June 2003 - June 2006
Job Vice President, Corporate Sales at WOBI
Industry Professional Training & Coaching
Experience
WOBI June 2006 - Present
WOBI 2006 - December 2011
Montauk Financial Group June 2003 - June 2006
Kirlin Securities January 2002 - June 2003
Valley Forge Securities January 2001 - September 2001
Skills
New Business Development, Team Building, Strategic Planning, Business Strategy, Key Account Management, Sales Management, B2B, Sales Leadership..., Leadership Development, Strategic Partnerships, Leadership, Online Marketing, Management, Sales, Business Planning, Start-ups, Strategy, Marketing Strategy
Education
Hofstra University
BBA, Finance / Economics
WOBI June 2006 - Present
WOBI 2006 - December 2011
Montauk Financial Group June 2003 - June 2006
Kirlin Securities January 2002 - June 2003
Valley Forge Securities January 2001 - September 2001
Skills
New Business Development, Team Building, Strategic Planning, Business Strategy, Key Account Management, Sales Management, B2B, Sales Leadership..., Leadership Development, Strategic Partnerships, Leadership, Online Marketing, Management, Sales, Business Planning, Start-ups, Strategy, Marketing Strategy
Education
Hofstra University
BBA, Finance / Economics
Steven M. Gerstel, CRCP Steven M. Gerstel, CRCP's Montauk Financial Group Experience 2001 - 2007
Job Director Dodd Frank Compliance TD Securities (USA) LLC
Industry Financial Services
Experience
TD Securities (USA) LLC September 2008 - Present
The Concord Equity Group October 2007 - September 2008
Montauk Financial Group 2001 - 2007
Skills
Compliance, Series 24, Series 7, Series 63, Series 4, Series 27, Series 53, Series 55
Education
University of Pennsylvania - The Wharton School 2011 — 2011
CRCP, Securities regulatory compliance
City University of New York-Brooklyn College
TD Securities (USA) LLC September 2008 - Present
The Concord Equity Group October 2007 - September 2008
Montauk Financial Group 2001 - 2007
Skills
Compliance, Series 24, Series 7, Series 63, Series 4, Series 27, Series 53, Series 55
Education
University of Pennsylvania - The Wharton School 2011 — 2011
CRCP, Securities regulatory compliance
City University of New York-Brooklyn College
Adam Maurer, CPA Adam Maurer, CPA's Montauk Financial Group Experience May 2004 - January 2006
Job Sr. Accountant at Financial Times
Industry Accounting
Experience
Financial Times August 2014 - Present
Loews Corporation March 2013 - August 2014
Around The Clock Taxi January 2012 - March 2013
Xtiva Financial Systems January 2007 - 2012
Xtiva Financial Systems January 2006 - January 2007
Montauk Financial Group May 2004 - January 2006
Metlife Securities April 2003 - May 2004
Salomon Smith Barney November 2002 - April 2003
Skills
Accounting, Excel, SQL, Quickbooks, Microsoft Office, Visual Basic, Complex Problem Solving, Finance, Internal Controls, Customer Service, General Ledger, Microsoft Excel, Financial Services, Business Analysis, Salesforce.com, Peoplefluent, Quality Assurance, Information Systems, Month End Close, Relationship Management, Financial Software..., Analysis, Project Management, Cross-functional Team..., Risk Management, Financial Analysis, QuickBooks, Process Improvement, Series 7, Training, Software Documentation, Leadership, Securities, Budgets, Management, Accounts Payable, Auditing, Accounts Receivable, Sales, Enterprise Software, Internal Audit
Education
Kean University 2007 — 2008
PBM Certificate, Accounting
Ramapo College of New Jersey 1998 — 2002
BS, Finance
Financial Times August 2014 - Present
Loews Corporation March 2013 - August 2014
Around The Clock Taxi January 2012 - March 2013
Xtiva Financial Systems January 2007 - 2012
Xtiva Financial Systems January 2006 - January 2007
Montauk Financial Group May 2004 - January 2006
Metlife Securities April 2003 - May 2004
Salomon Smith Barney November 2002 - April 2003
Skills
Accounting, Excel, SQL, Quickbooks, Microsoft Office, Visual Basic, Complex Problem Solving, Finance, Internal Controls, Customer Service, General Ledger, Microsoft Excel, Financial Services, Business Analysis, Salesforce.com, Peoplefluent, Quality Assurance, Information Systems, Month End Close, Relationship Management, Financial Software..., Analysis, Project Management, Cross-functional Team..., Risk Management, Financial Analysis, QuickBooks, Process Improvement, Series 7, Training, Software Documentation, Leadership, Securities, Budgets, Management, Accounts Payable, Auditing, Accounts Receivable, Sales, Enterprise Software, Internal Audit
Education
Kean University 2007 — 2008
PBM Certificate, Accounting
Ramapo College of New Jersey 1998 — 2002
BS, Finance
Peter Fama Peter Fama's Montauk Financial Group Experience January 2000 - June 2003
Job Owner The Fama Realty Group, LLC
Industry Real Estate
Experience
The Fama Realty Group, LLC March 2014 - Present
ePharmaSolutions March 2012 - October 2014
Medidata Solutions August 2010 - October 2011
Medidata Solutions January 2009 - August 2010
Medidata Solutions April 2004 - January 2009
Montauk Financial Group January 2000 - June 2003
Skills
Salesforce.com, NetSuite, Sales Management, Lead Generation, Direct Sales, Sales Support, Sales Process, Solution Selling, SaaS, Strategic Planning, Team Building, Team Leadership, Cold Calling, Coaching, Sales Operations
Education
Rutgers University-New Brunswick
Bachelor of Arts, Psychology, Sociology
The Fama Realty Group, LLC March 2014 - Present
ePharmaSolutions March 2012 - October 2014
Medidata Solutions August 2010 - October 2011
Medidata Solutions January 2009 - August 2010
Medidata Solutions April 2004 - January 2009
Montauk Financial Group January 2000 - June 2003
Skills
Salesforce.com, NetSuite, Sales Management, Lead Generation, Direct Sales, Sales Support, Sales Process, Solution Selling, SaaS, Strategic Planning, Team Building, Team Leadership, Cold Calling, Coaching, Sales Operations
Education
Rutgers University-New Brunswick
Bachelor of Arts, Psychology, Sociology
Gershon Adjaye Gershon Adjaye's Montauk Financial Group Experience June 1999 - December 1999
Job Associate at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty Keller Williams NYC August 2004 - Present
RE Investment August 2009 - Present
Prudential Financial (formally known as Prudential Securities) January 2000 - March 2001
Montauk Financial Group June 1999 - December 1999
Skills
Townhomes, Condos, Short Sales, Real Estate, Vacant Land, Due Diligence, Real Estate Transactions, Investment Properties, Relocation, Cooperative, Buyer Representation, First Time Home Buyers, Property Management, Investments, Venture Capital, Sellers, Listings, Foreclosures, Single Family Homes, Negotiation, Residential Homes, Property, Buyers, Luxury, Apartments, Real Estate Development, Commercial Real Estate, Rentals, Brokerage, Real Estate Economics, Real Estate Financing, Leases, Referrals, International Real..., New Home Sales, Real Estate License, Disposition, Selling, Real Property, 1031 Exchanges, REO, Landlords, Asset Management, Tenant, Corporate Real Estate, Location Intelligence, Joint Ventures, Real Estate Investor, Valuation
Education
Fairleigh Dickinson University 1995 — 1999
BS - Cum Laude, Economics Finance
Roxbury HS 1991 — 1995
HS Diploma, General Studies
Keller Williams Realty Keller Williams NYC August 2004 - Present
RE Investment August 2009 - Present
Prudential Financial (formally known as Prudential Securities) January 2000 - March 2001
Montauk Financial Group June 1999 - December 1999
Skills
Townhomes, Condos, Short Sales, Real Estate, Vacant Land, Due Diligence, Real Estate Transactions, Investment Properties, Relocation, Cooperative, Buyer Representation, First Time Home Buyers, Property Management, Investments, Venture Capital, Sellers, Listings, Foreclosures, Single Family Homes, Negotiation, Residential Homes, Property, Buyers, Luxury, Apartments, Real Estate Development, Commercial Real Estate, Rentals, Brokerage, Real Estate Economics, Real Estate Financing, Leases, Referrals, International Real..., New Home Sales, Real Estate License, Disposition, Selling, Real Property, 1031 Exchanges, REO, Landlords, Asset Management, Tenant, Corporate Real Estate, Location Intelligence, Joint Ventures, Real Estate Investor, Valuation
Education
Fairleigh Dickinson University 1995 — 1999
BS - Cum Laude, Economics Finance
Roxbury HS 1991 — 1995
HS Diploma, General Studies
Marjorie Wiederhold Marjorie Wiederhold's Montauk Financial Group Experience March 2002 - August 2004
Job Research Admin at Ariel Investments
Industry Financial Services
Experience
Ariel Investments March 2015 - Present
Widex USA May 2013 - February 2015
Centurion Investment Group August 2010 - August 2012
Millennium Partners September 2004 - April 2009
SEAROCK CAPITAL MANAGEMENT March 2006 - December 2007
BKF CAPITAL (JOHN A. LEVIN & CO September 2004 - March 2006
Montauk Financial Group March 2002 - August 2004
Skills
Hedge Funds, Investments, Financial Modeling, Portfolio Management, Trading, Management, Event Management, Marketing, Sales, Equities, Outlook, Securities, Administrative..., Microsoft Excel, Financial Services, System Administration, Finance, Start-ups, PowerPoint, Microsoft Word, Office Management
Education
SUNY Empire State College 2012 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.8
NASSAU COMMUNITY COLLEGEDECEMBER 2009 2009 — 2009
A.S., Business Administration
Ariel Investments March 2015 - Present
Widex USA May 2013 - February 2015
Centurion Investment Group August 2010 - August 2012
Millennium Partners September 2004 - April 2009
SEAROCK CAPITAL MANAGEMENT March 2006 - December 2007
BKF CAPITAL (JOHN A. LEVIN & CO September 2004 - March 2006
Montauk Financial Group March 2002 - August 2004
Skills
Hedge Funds, Investments, Financial Modeling, Portfolio Management, Trading, Management, Event Management, Marketing, Sales, Equities, Outlook, Securities, Administrative..., Microsoft Excel, Financial Services, System Administration, Finance, Start-ups, PowerPoint, Microsoft Word, Office Management
Education
SUNY Empire State College 2012 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.8
NASSAU COMMUNITY COLLEGEDECEMBER 2009 2009 — 2009
A.S., Business Administration
Frank Saulter Frank Saulter's Montauk Financial Group Experience August 2004 - March 2005
Job Principal, Cofounder at Urbane New York
Industry Real Estate
Experience
Urbane New York March 2009 - March 2011
Saulter & Ellison June 2005 - March 2010
Hepcat Music Group January 2007 - March 2009
Montauk Financial Group August 2004 - March 2005
Skills
Entrepreneurship, Real Estate, Marketing, Business Development, Marketing Strategy, Strategic Planning, Project Management, Project Engineering, Land Acquisition, Real Estate Due..., Real Estate Development, Investment Properties, Investment Strategies, Web Development, Web Application Design, Web Project Management, Technology Integration, Technology Management, Cross Functional Team..., Real Estate Private...
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2007
BS, Finance, Economics
Urbane New York March 2009 - March 2011
Saulter & Ellison June 2005 - March 2010
Hepcat Music Group January 2007 - March 2009
Montauk Financial Group August 2004 - March 2005
Skills
Entrepreneurship, Real Estate, Marketing, Business Development, Marketing Strategy, Strategic Planning, Project Management, Project Engineering, Land Acquisition, Real Estate Due..., Real Estate Development, Investment Properties, Investment Strategies, Web Development, Web Application Design, Web Project Management, Technology Integration, Technology Management, Cross Functional Team..., Real Estate Private...
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2007
BS, Finance, Economics
Phillip P. D'Ambrisi Phillip P. D'Ambrisi's Montauk Financial Group Experience August 2006 - February 2008
Job Financial Advisor at Professional Economic Growth Group (a Penn Mutual Agency)
Industry Financial Services
Experience
Professional Economic Growth Group (a Penn Mutual Agency) 2014 - Present
NobleBridge Wealth Management, LLC 2012 - 2014
The Penn Mutual Life Insuance Co. - Hornor Townsend & Kent August 2010 - November 2012
PPD CONSULTING November 2009 - August 2010
LEBENTHAL & CO., LLC October 2008 - October 2009
Montauk Financial Group August 2006 - February 2008
THE PENN MUTUAL LIFE INSURANCE COMPANY April 2005 - August 2006
MONY SECURITIES CORPORATION April 1999 - July 2004
The Mony Group January 2000 - January 2004
MONY SECURITIES CORPORATION January 1989 - April 1999
Skills
Finance, Leadership, Management, Investments, Sales, Process Improvement, Financial Services, Insurance, Strategy, Operations Management, Program Management, New Business Development, Training, Executive Management, FINRA Series 7, 63, 24, Operational Compliance
Education
Rutgers University
Bachelor of Science Degree
University of Pennsylvania - The Wharton School
Long Branch High School
High School
Professional Economic Growth Group (a Penn Mutual Agency) 2014 - Present
NobleBridge Wealth Management, LLC 2012 - 2014
The Penn Mutual Life Insuance Co. - Hornor Townsend & Kent August 2010 - November 2012
PPD CONSULTING November 2009 - August 2010
LEBENTHAL & CO., LLC October 2008 - October 2009
Montauk Financial Group August 2006 - February 2008
THE PENN MUTUAL LIFE INSURANCE COMPANY April 2005 - August 2006
MONY SECURITIES CORPORATION April 1999 - July 2004
The Mony Group January 2000 - January 2004
MONY SECURITIES CORPORATION January 1989 - April 1999
Skills
Finance, Leadership, Management, Investments, Sales, Process Improvement, Financial Services, Insurance, Strategy, Operations Management, Program Management, New Business Development, Training, Executive Management, FINRA Series 7, 63, 24, Operational Compliance
Education
Rutgers University
Bachelor of Science Degree
University of Pennsylvania - The Wharton School
Long Branch High School
High School
Darren Wittman Darren Wittman's Montauk Financial Group Experience April 2002 - June 2006
Job Insurance & Financial Services at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance November 2012 - Present
Chase Investment Services Corp. August 2010 - October 2011
Newbridge Securities June 2006 - July 2010
Montauk Financial Group April 2002 - June 2006
Skills
Banking, Financial Analysis, Credit, Financial Markets, Strategic Planning, Customer Service, Account Management, Commercial Lending, New Business Development, Microsoft Office, Budgets, Negotiation, Sales, Business Development, Marketing Strategy, Salesforce.com, Recruiting, Direct Sales, Risk Management, Finance, Insurance, Management, Life Insurance, Financial Services
Education
John Jay College of Criminal Justice 1999 — 2001
Criminal Justice/Police Science
Buffalo State College 1993 — 1996
Business/Managerial Economics
Farmers Insurance November 2012 - Present
Chase Investment Services Corp. August 2010 - October 2011
Newbridge Securities June 2006 - July 2010
Montauk Financial Group April 2002 - June 2006
Skills
Banking, Financial Analysis, Credit, Financial Markets, Strategic Planning, Customer Service, Account Management, Commercial Lending, New Business Development, Microsoft Office, Budgets, Negotiation, Sales, Business Development, Marketing Strategy, Salesforce.com, Recruiting, Direct Sales, Risk Management, Finance, Insurance, Management, Life Insurance, Financial Services
Education
John Jay College of Criminal Justice 1999 — 2001
Criminal Justice/Police Science
Buffalo State College 1993 — 1996
Business/Managerial Economics
Robert Rabinowitz Robert Rabinowitz's Montauk Financial Group Experience 1986 - 2008
Job Partner at Becker & Poliakoff, LLP, Attorney At Law
Industry Law Practice
Experience
Becker & Poliakoff, P.A. February 2009 - Present
Montauk Financial Group 1986 - 2008
U.S. Patent & Trademark Office January 1983 - September 1986
Skills
Insurance, Litigation, Mutual Funds, Investments, Civil Litigation, Asset Managment, Arbitration, Intellectual Property, Risk Management, Strategic Planning, Construction Law, Mediation, Alternative Dispute..., Courts, Due Diligence, Real Estate, Trial Practice, Securities Regulation, FCPA, Licensing, Corporate Governance, FINRA, Securities Litigation, Bankruptcy, Asset Management, Trials, Legal Writing, Legal Research, Dispute Resolution, Joint Ventures, Class Actions, Dispute, Legal Issues, Torts, Privacy Law
Education
University of the District of Columbia - The David A. Clarke School of Law 1980 — 1983
Doctor of Law (J.D.), Law
American University 1975 — 1979
B.A., Interdisciplinary Studies: C.L.E.G. Program
Becker & Poliakoff, P.A. February 2009 - Present
Montauk Financial Group 1986 - 2008
U.S. Patent & Trademark Office January 1983 - September 1986
Skills
Insurance, Litigation, Mutual Funds, Investments, Civil Litigation, Asset Managment, Arbitration, Intellectual Property, Risk Management, Strategic Planning, Construction Law, Mediation, Alternative Dispute..., Courts, Due Diligence, Real Estate, Trial Practice, Securities Regulation, FCPA, Licensing, Corporate Governance, FINRA, Securities Litigation, Bankruptcy, Asset Management, Trials, Legal Writing, Legal Research, Dispute Resolution, Joint Ventures, Class Actions, Dispute, Legal Issues, Torts, Privacy Law
Education
University of the District of Columbia - The David A. Clarke School of Law 1980 — 1983
Doctor of Law (J.D.), Law
American University 1975 — 1979
B.A., Interdisciplinary Studies: C.L.E.G. Program
Kerry Denny's Montauk Financial Group Experience June 2002 - June 2004
Job Derivatives Content Specialist at Reuters
Industry Financial Services
Experience
Thomson Reuters 2005 - Present
PFG June 2004 - June 2005
Montauk Financial Group June 2002 - June 2004
RJ O’Brien June 2001 - June 2002
Mizuho April 2000 - June 2001
Skills
Trading, Research, Derivatives, Commodities, Market Data, Customer Relations, Technical Analysis, Options, Trading Systems, Commodity, Customer Service, Hedge Funds, Financial Markets, Series 7, Fixed Income, Analysis, Securities, Bloomberg, Equities, Electronic Trading, Reference Data, FX Options, Low Latency, Bonds, Financial Services, Hedging, Equity Derivatives, Capital Markets
Education
University of Illinois at Urbana-Champaign
Thomson Reuters 2005 - Present
PFG June 2004 - June 2005
Montauk Financial Group June 2002 - June 2004
RJ O’Brien June 2001 - June 2002
Mizuho April 2000 - June 2001
Skills
Trading, Research, Derivatives, Commodities, Market Data, Customer Relations, Technical Analysis, Options, Trading Systems, Commodity, Customer Service, Hedge Funds, Financial Markets, Series 7, Fixed Income, Analysis, Securities, Bloomberg, Equities, Electronic Trading, Reference Data, FX Options, Low Latency, Bonds, Financial Services, Hedging, Equity Derivatives, Capital Markets
Education
University of Illinois at Urbana-Champaign
Dan DeBiase Dan DeBiase's Montauk Financial Group Experience October 2001 - April 2006
Job Talent Acquisition at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
First Clearing , Affiliate of Wells Fargo March 2011 - January 2012
Korn/Ferry Futurestep October 2010 - January 2011
Korn Ferry/Futurestep October 2010 - January 2011
Private Wealth Management Talent Solutions May 2009 - October 2010
UBS Financial Services Inc May 2006 - April 2009
UBS Financial Services, Inc May 2006 - April 2009
Montauk Financial Group October 2001 - April 2006
Montauk Financial Group August 2001 - March 2006
Quick & Reilly March 2000 - June 2001
Skills
Executive Search, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, College Recruiting, Succession Planning, Leadership, Cold Calling, Interviews, Onboarding, Sourcing, Internet Recruiting, Training, Temporary Placement
Education
City University of New York-Brooklyn College 1971 — 1974
Business Administration
Brooklyn College
Edward Jones January 2012 - Present
First Clearing , Affiliate of Wells Fargo March 2011 - January 2012
Korn/Ferry Futurestep October 2010 - January 2011
Korn Ferry/Futurestep October 2010 - January 2011
Private Wealth Management Talent Solutions May 2009 - October 2010
UBS Financial Services Inc May 2006 - April 2009
UBS Financial Services, Inc May 2006 - April 2009
Montauk Financial Group October 2001 - April 2006
Montauk Financial Group August 2001 - March 2006
Quick & Reilly March 2000 - June 2001
Skills
Executive Search, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, College Recruiting, Succession Planning, Leadership, Cold Calling, Interviews, Onboarding, Sourcing, Internet Recruiting, Training, Temporary Placement
Education
City University of New York-Brooklyn College 1971 — 1974
Business Administration
Brooklyn College
James Port's Montauk Financial Group Experience December 2000 - April 2007
Job Chief Compliance Officer at Broadridge Business Process Outsourcing, LLC
Industry Financial Services
Experience
Broadridge Business Process Outsourcing, LLC April 2007 - Present
Montauk Financial Group December 2000 - April 2007
Coleman and Company Securities March 1997 - December 2000
J.W. Barclay January 1995 - January 1996
Gruntal & Co. April 1993 - June 1994
Skills
Series 7, Securities, Series 63, FINRA, Series 24, Series 14, Options, Fixed Income, Trading Systems, Capital Markets, Hedge Funds, Trading, Prime Brokerage, Middle Office, Electronic Trading, Alternative Investments, Financial Services, AML, Financial Markets, Back Office
Education
University of Pennsylvania - The Wharton School 2006 — 2009
CRCP, Compliance
City University of New York-Brooklyn College 1988 — 1993
Broadridge Business Process Outsourcing, LLC April 2007 - Present
Montauk Financial Group December 2000 - April 2007
Coleman and Company Securities March 1997 - December 2000
J.W. Barclay January 1995 - January 1996
Gruntal & Co. April 1993 - June 1994
Skills
Series 7, Securities, Series 63, FINRA, Series 24, Series 14, Options, Fixed Income, Trading Systems, Capital Markets, Hedge Funds, Trading, Prime Brokerage, Middle Office, Electronic Trading, Alternative Investments, Financial Services, AML, Financial Markets, Back Office
Education
University of Pennsylvania - The Wharton School 2006 — 2009
CRCP, Compliance
City University of New York-Brooklyn College 1988 — 1993
Salvatore DiPrima's Montauk Financial Group Experience April 2000 - January 2008
Job Branch Operations Manager at National Securities
Industry Financial Services
Experience
Knights of Columbus October 2012 - January 2014
John Thomas Financial November 2010 - May 2012
National Securities November 2009 - October 2010
UBS October 2008 - November 2009
Montauk Financial Group April 2000 - January 2008
Skills
Series 7, Word, Excel, Microsoft Office, PowerPoint, Series 99, Microsoft Word, NJ Life Producer..., NJ Accident & Health..., Customer Service, Management, Securities, Training, Microsoft Excel, Insurance, Finance, Sales, Leadership, Risk Management, Teamwork, Mutual Funds, Financial Services, Trading, Human Resources, Investments, Wealth Management, Financial Analysis, Retirement Planning, Banking, Strategic Financial..., Portfolio Management, Financial Planning
Education
Kingsborough Community College
AAS, Business Administration
Franklin Delano Roosevelt High School
Diploma, Art
Knights of Columbus October 2012 - January 2014
John Thomas Financial November 2010 - May 2012
National Securities November 2009 - October 2010
UBS October 2008 - November 2009
Montauk Financial Group April 2000 - January 2008
Skills
Series 7, Word, Excel, Microsoft Office, PowerPoint, Series 99, Microsoft Word, NJ Life Producer..., NJ Accident & Health..., Customer Service, Management, Securities, Training, Microsoft Excel, Insurance, Finance, Sales, Leadership, Risk Management, Teamwork, Mutual Funds, Financial Services, Trading, Human Resources, Investments, Wealth Management, Financial Analysis, Retirement Planning, Banking, Strategic Financial..., Portfolio Management, Financial Planning
Education
Kingsborough Community College
AAS, Business Administration
Franklin Delano Roosevelt High School
Diploma, Art
Lawrence A. Pezza's Montauk Financial Group Experience May 2005 - May 2008
Job AVP, GWM at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Montauk Financial Group May 2005 - May 2008
Goldman Sachs & Co. August 1986 - September 2003
Prudential Securities June 1980 - July 1986
Skills
Forensic Accounting, Six Sigma, Securities, Equities, Fixed Income, Middle Office, Operational Risk, Derivatives, Settlement, Risk Management, Capital Markets, Asset Managment, Trading Systems, Portfolio Management, Series 7, Equity Derivatives, Asset Management, Funding, DTC, Financial Services
Education
Fordham University
Monsignor Farrell HS
New York Institute of Finance
Merrill Lynch December 2008 - Present
Montauk Financial Group May 2005 - May 2008
Goldman Sachs & Co. August 1986 - September 2003
Prudential Securities June 1980 - July 1986
Skills
Forensic Accounting, Six Sigma, Securities, Equities, Fixed Income, Middle Office, Operational Risk, Derivatives, Settlement, Risk Management, Capital Markets, Asset Managment, Trading Systems, Portfolio Management, Series 7, Equity Derivatives, Asset Management, Funding, DTC, Financial Services
Education
Fordham University
Monsignor Farrell HS
New York Institute of Finance
Christine Camello's Montauk Financial Group Experience December 1999 - July 2005
Job Director, Human Resources at Daiwa Capital Markets America Inc
Industry Financial Services
Experience
Daiwa Capital Markets America Inc. July 2005 - Present
Montauk Financial Group December 1999 - July 2005
Skills
Human Resources
Education
Monmouth University
Daiwa Capital Markets America Inc. July 2005 - Present
Montauk Financial Group December 1999 - July 2005
Skills
Human Resources
Education
Monmouth University
Lawrence Romeu's Montauk Financial Group Experience August 1998 - September 2007
Job VicePresident TBM at TD
Industry Financial Services
Experience
TD April 2015 - Present
TD October 2014 - Present
vFinance January 2010 - August 2014
National Securities Corporation 2007 - August 2014
Montauk Financial Group August 1998 - September 2007
Skills
Securities, Series 7, Series 24, Series 63, Investment Advisory, Series 65, Alternative Investments, Capital Markets, Options, Bonds, Broker-Dealer, Finance, Fixed Income, FINRA, Financial Services, Asset Managment, Investments, Due Diligence, Asset Management, Microsoft Office, Equities, Mutual Funds, Wealth Management, Insurance, Trading, AML, Financial Advisory, Financial Markets, Portfolio Management, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 2008 — 2008
TD April 2015 - Present
TD October 2014 - Present
vFinance January 2010 - August 2014
National Securities Corporation 2007 - August 2014
Montauk Financial Group August 1998 - September 2007
Skills
Securities, Series 7, Series 24, Series 63, Investment Advisory, Series 65, Alternative Investments, Capital Markets, Options, Bonds, Broker-Dealer, Finance, Fixed Income, FINRA, Financial Services, Asset Managment, Investments, Due Diligence, Asset Management, Microsoft Office, Equities, Mutual Funds, Wealth Management, Insurance, Trading, AML, Financial Advisory, Financial Markets, Portfolio Management, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Dan Flynn's Montauk Financial Group Experience 1996 - 2000
Job Vice President MetLife Premier Client Group
Industry Financial Services
Experience
MetLife June 2007 - Present
MetLife March 2000 - June 2007
Montauk Financial Group 1996 - 2000
Dean Witter June 1993 - June 1996
Skills
Series 65, Series 24, Series 7, Practice Management, Succession Planning, Advisor Teams, Recruiting, Retirement, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Strategic Financial..., Series 6, Wealth Management, Disability Insurance, 401k, Financial Services, Series 63, Asset Allocation, IRAs, Securities, FINRA, Long-term Care
Education
La Salle University 1988 — 1993
Bachelor of Science (B.S.), Finance
La Salle University - School of Business Administration 1988 — 1993
Bachelor of Science (B.S.), Finance
Msgr Donovan High School
MetLife June 2007 - Present
MetLife March 2000 - June 2007
Montauk Financial Group 1996 - 2000
Dean Witter June 1993 - June 1996
Skills
Series 65, Series 24, Series 7, Practice Management, Succession Planning, Advisor Teams, Recruiting, Retirement, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Strategic Financial..., Series 6, Wealth Management, Disability Insurance, 401k, Financial Services, Series 63, Asset Allocation, IRAs, Securities, FINRA, Long-term Care
Education
La Salle University 1988 — 1993
Bachelor of Science (B.S.), Finance
La Salle University - School of Business Administration 1988 — 1993
Bachelor of Science (B.S.), Finance
Msgr Donovan High School
Anthony Michelotti's Montauk Financial Group Experience August 1998 - August 2006
Job CFO/CAO/Director at DataForm Software, Inc.
Industry Computer Software
Experience
DataForm Software September 2006 - Present
CIC - a subsidiary of Community Bank of Bergen County, NJ November 2006 - Present
Montauk Financial Group August 1998 - August 2006
Earnhardt Co., Inc November 1997 - August 1998
Skills
Securities, Equities, Risk Management, Investments, Strategic Financial..., Options, Finance, Insurance, Capital Budgeting, Operating Budgets, Investment Banking, Capital Markets, Business Strategy, Financial Analysis, IPO, Bonds, Real Estate, Asset Managment, Business Management, Mutual Funds, Fixed Income, Management, Mergers & Acquisitions, Asset Management, Trading, Alternative Investments, Hedge Funds, Mergers, Portfolio Management, Due Diligence, Derivatives, Financial Markets, 401k, Bloomberg, Compliance, Enterprise Software, Strategic Planning, Financial Planning
Education
University of Pennsylvania - The Wharton School 2000 — 2002
CRCP, Certified Regulatory & Compliance Professional
Jacksonville University 1985 — 1990
Bachelor of Science, Finance
Montclair Kimberley Academy 1976 — 1985
DataForm Software September 2006 - Present
CIC - a subsidiary of Community Bank of Bergen County, NJ November 2006 - Present
Montauk Financial Group August 1998 - August 2006
Earnhardt Co., Inc November 1997 - August 1998
Skills
Securities, Equities, Risk Management, Investments, Strategic Financial..., Options, Finance, Insurance, Capital Budgeting, Operating Budgets, Investment Banking, Capital Markets, Business Strategy, Financial Analysis, IPO, Bonds, Real Estate, Asset Managment, Business Management, Mutual Funds, Fixed Income, Management, Mergers & Acquisitions, Asset Management, Trading, Alternative Investments, Hedge Funds, Mergers, Portfolio Management, Due Diligence, Derivatives, Financial Markets, 401k, Bloomberg, Compliance, Enterprise Software, Strategic Planning, Financial Planning
Education
University of Pennsylvania - The Wharton School 2000 — 2002
CRCP, Certified Regulatory & Compliance Professional
Jacksonville University 1985 — 1990
Bachelor of Science, Finance
Montclair Kimberley Academy 1976 — 1985
Curtis Murry's Montauk Financial Group Experience January 2004 - October 2006
Job President at Transvista Corporation
Industry Financial Services
Experience
Transvista Corporation July 2009 - Present
Citi 2014 - 2015
Citi 2014 - 2015
Avis Budget Group 2009 - 2014
Newbridge Securities Corporation October 2006 - November 2008
Montauk Financial Group January 2004 - October 2006
Merrill Lynch August 1995 - January 2004
Skills
Finance, Investments, Series 7, Asset Management, Series 63, Alternative Investments, Portfolio Management, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Financial Analysis, Equities, Due Diligence
Education
Rutgers University-New Brunswick 1990 — 1994
Masters, City and Regional Planning
United States Air Force Academy 1975 — 1979
Bachelor of Science Engineering, Civil Engineering
Transvista Corporation July 2009 - Present
Citi 2014 - 2015
Citi 2014 - 2015
Avis Budget Group 2009 - 2014
Newbridge Securities Corporation October 2006 - November 2008
Montauk Financial Group January 2004 - October 2006
Merrill Lynch August 1995 - January 2004
Skills
Finance, Investments, Series 7, Asset Management, Series 63, Alternative Investments, Portfolio Management, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Financial Analysis, Equities, Due Diligence
Education
Rutgers University-New Brunswick 1990 — 1994
Masters, City and Regional Planning
United States Air Force Academy 1975 — 1979
Bachelor of Science Engineering, Civil Engineering
Tim Cottrell's Montauk Financial Group Experience February 2003 - August 2007
Job Support Expertise Team in CommVault Customer Engineering
Industry Information Technology and Services
Fred Haas's Montauk Financial Group Experience February 2003 - July 2008
Job Executive V.P. Business Development at Garden State Securities
Industry Financial Services
Experience
Garden State Securities August 2008 - Present
Montauk Financial Group February 2003 - July 2008
Nathan and Lewis January 2001 - January 2003
Josephthal 1996 - 2001
HJ Meyers January 1990 - January 1996
Skills
Equities, Investment Banking, Series 7, Securities, Wealth Management, Investments, Risk Management, Portfolio Management, Financial Modeling, Business Development, Asset Management, Series 24, Financial Services, Alternative Investments, Strategic Financial..., Asset Allocation, Series 63, Trading, Mutual Funds, Investment Advisory, Asset Managment
Education
City University of New York-Hunter College 1979 — 1984
BS
New Hyde Park
Garden State Securities August 2008 - Present
Montauk Financial Group February 2003 - July 2008
Nathan and Lewis January 2001 - January 2003
Josephthal 1996 - 2001
HJ Meyers January 1990 - January 1996
Skills
Equities, Investment Banking, Series 7, Securities, Wealth Management, Investments, Risk Management, Portfolio Management, Financial Modeling, Business Development, Asset Management, Series 24, Financial Services, Alternative Investments, Strategic Financial..., Asset Allocation, Series 63, Trading, Mutual Funds, Investment Advisory, Asset Managment
Education
City University of New York-Hunter College 1979 — 1984
BS
New Hyde Park
Christina Pojero's Montauk Financial Group Experience 2002 - 2009
Job Commissions/Back Office Associate
Industry Financial Services
Experience
Ascensus June 2009 - Present
First Montauk Securities Corp October 2002 - January 2009
Montauk Financial Group 2002 - 2009
Goldman Sachs August 1997 - October 2002
DPM, LLC July 1989 - August 1997
Skills
Mutual Funds, Account Reconciliation, Asset Allocation, Securities, Asset Management, Investments, 401k, Financial Analysis, Financial Services, Management, Series 7, Trading, Retirement, Accounting, Hedge Funds
Education
Rowan University 1985 — 1989
Bachelor's Degree, Accounting
Ascensus June 2009 - Present
First Montauk Securities Corp October 2002 - January 2009
Montauk Financial Group 2002 - 2009
Goldman Sachs August 1997 - October 2002
DPM, LLC July 1989 - August 1997
Skills
Mutual Funds, Account Reconciliation, Asset Allocation, Securities, Asset Management, Investments, 401k, Financial Analysis, Financial Services, Management, Series 7, Trading, Retirement, Accounting, Hedge Funds
Education
Rowan University 1985 — 1989
Bachelor's Degree, Accounting
Gary Sackman's Montauk Financial Group Experience 2002 - 2008
Job Registered Representative at First Allied Securities
Industry Financial Services
Experience
First Allied Securities April 2008 - Present
SeaLand Environmental, Inc 2007 - 2010
Montauk Financial Group 2002 - 2008
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Retirement, Investments, Estate Planning, Asset Allocation, Financial Advisory, Asset Managment, Strategic Financial..., Securities, Portfolio Management, Strategic Planning, 401k
Education
Southern Illinois University, Carbondale 1974 — 1977
Bachelor of Arts (B.A.), Physiology, General, soph-sr
Carroll University 1973 — 1974
none, freshman
waukegan high school 1969 — 1973
First Allied Securities April 2008 - Present
SeaLand Environmental, Inc 2007 - 2010
Montauk Financial Group 2002 - 2008
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Retirement, Investments, Estate Planning, Asset Allocation, Financial Advisory, Asset Managment, Strategic Financial..., Securities, Portfolio Management, Strategic Planning, 401k
Education
Southern Illinois University, Carbondale 1974 — 1977
Bachelor of Arts (B.A.), Physiology, General, soph-sr
Carroll University 1973 — 1974
none, freshman
waukegan high school 1969 — 1973
Stacey Koopman's Montauk Financial Group Experience July 2007 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Montauk Financial Group July 2007 - December 2008
Wachovia Securities, LLC March 2004 - February 2006
Prudential Securities/Wachovia Securities August 1999 - March 2004
Pruco Securities November 1998 - August 1999
Education
Lafayette College
Bachelor of Arts, Economics and Business
Montauk Financial Group July 2007 - December 2008
Wachovia Securities, LLC March 2004 - February 2006
Prudential Securities/Wachovia Securities August 1999 - March 2004
Pruco Securities November 1998 - August 1999
Education
Lafayette College
Bachelor of Arts, Economics and Business
Justin Pinto's Montauk Financial Group Experience January 2008 - December 2008
Job
Industry Financial Services
Experience
First Allied Securities, Inc December 2008 - Present
Montauk Financial Group January 2008 - December 2008
Montauk Financial Group September 2003 - December 2007
Montauk Financial Group February 2001 - September 2003
Skills
Series 7, General..., Series 65, Uniform..., Series 63, Uniform...
Education
University at Albany, State University of New York
Bachelor of Science, Chemistry
Brookdale Community College
Associate, Science
First Allied Securities, Inc December 2008 - Present
Montauk Financial Group January 2008 - December 2008
Montauk Financial Group September 2003 - December 2007
Montauk Financial Group February 2001 - September 2003
Skills
Series 7, General..., Series 65, Uniform..., Series 63, Uniform...
Education
University at Albany, State University of New York
Bachelor of Science, Chemistry
Brookdale Community College
Associate, Science