National Securities
Industry: Company
DescriptionHeadquarters: Seattle, WA Founded: 1947 Parent organization: National Holdings Subsidiary: National Securities Corporation, Research Division
National Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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National Securities Employees
Employee
Years
Job
Industry
Esam Saidmuratov Esam Saidmuratov's National Securities Experience June 2013 - August 2013
Job Investment Analyst at GE Capital
Industry Financial Services
Experience
GE Capital January 2015 - Present
World Business Lenders, LLC July 2014 - November 2014
West East Discovery Trading Inc. June 2009 - June 2014
Euromoney Institutional Investor November 2013 - April 2014
Euromoney Institutional Investor June 2013 - November 2013
National Securities June 2013 - August 2013
Skills
Research, Financial Analysis, Asset Management, Microsoft Excel, Teamwork, Management, Analysis, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Networking, Access, Time Management, Sales, Finance, Financial Modeling, Investments, Corporate Finance, Portfolio Management, Data Analysis, Valuation, Equities, Accounting, Capital Markets, Risk Management
Education
Baruch College 2011 — 2014
Bachelor’s Degree, Finance & Investments, Major GPA 3.63/4.00
GE Capital January 2015 - Present
World Business Lenders, LLC July 2014 - November 2014
West East Discovery Trading Inc. June 2009 - June 2014
Euromoney Institutional Investor November 2013 - April 2014
Euromoney Institutional Investor June 2013 - November 2013
National Securities June 2013 - August 2013
Skills
Research, Financial Analysis, Asset Management, Microsoft Excel, Teamwork, Management, Analysis, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Networking, Access, Time Management, Sales, Finance, Financial Modeling, Investments, Corporate Finance, Portfolio Management, Data Analysis, Valuation, Equities, Accounting, Capital Markets, Risk Management
Education
Baruch College 2011 — 2014
Bachelor’s Degree, Finance & Investments, Major GPA 3.63/4.00
Anastassiya Shapovalova Anastassiya Shapovalova's National Securities Experience May 2014 - September 2014
Job Financial Analyst/ Intern at National Securities
Industry Financial Services
Experience
National Securities May 2014 - September 2014
Pharmax Global LLC May 2012 - May 2014
New York Progressive Dental PC January 2010 - February 2012
Steinway Family Dental Center June 2007 - January 2010
Skills
Bloomberg Terminal, Stata, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Outlook with..., Financial Analysis, Access, Financial Modeling, Microsoft Word, Economics, Research, Accounting, Statistics, Risk Management, Finance, Customer Service, Management, Analysis
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
CAPS program, Finance, GPA - 4.0
Queens College 2009 — 2013
Bachelor of Business Administration (BBA), Business and International Investments/Economics, GPA - 3.827 (Magna Cum Laude)
National Securities May 2014 - September 2014
Pharmax Global LLC May 2012 - May 2014
New York Progressive Dental PC January 2010 - February 2012
Steinway Family Dental Center June 2007 - January 2010
Skills
Bloomberg Terminal, Stata, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Outlook with..., Financial Analysis, Access, Financial Modeling, Microsoft Word, Economics, Research, Accounting, Statistics, Risk Management, Finance, Customer Service, Management, Analysis
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
CAPS program, Finance, GPA - 4.0
Queens College 2009 — 2013
Bachelor of Business Administration (BBA), Business and International Investments/Economics, GPA - 3.827 (Magna Cum Laude)
Byron Jung Byron Jung's National Securities Experience February 2011 - September 2011
Job Rent Stabilization Specialist at Reliant Realty Services, Inc
Industry Financial Services
Experience
Reliant Realty Services, Inc. June 2013 - Present
JPMorganChase September 2011 - April 2013
National Securities February 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, LPS Desktop, SharePoint, Research, Analysis, Financial Analysis, Securities, Market Research, Outlook, Data Analysis, ETFs, Access, PowerPoint, Options, Equity Valuation, Management, Business Analysis, Mortgage Lending, Software Documentation, Risk Management, Leadership, Corporate Finance, Customer Service, Analytics, Project Management, Credit, Finance, Financial Risk, Mortgage Banking, Banking, Investments, Economics, Financial Services, Time Management, Trading, Reporting & Analysis, Mutual Funds, Mortgage Servicing, SAS, Loans, Loan Origination, Accounting, Section 8, Reuters, Bloomberg, Yardi Voyager, Relationship Management
Education
Baruch College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Hunter College 2006 — 2008
Reliant Realty Services, Inc. June 2013 - Present
JPMorganChase September 2011 - April 2013
National Securities February 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, LPS Desktop, SharePoint, Research, Analysis, Financial Analysis, Securities, Market Research, Outlook, Data Analysis, ETFs, Access, PowerPoint, Options, Equity Valuation, Management, Business Analysis, Mortgage Lending, Software Documentation, Risk Management, Leadership, Corporate Finance, Customer Service, Analytics, Project Management, Credit, Finance, Financial Risk, Mortgage Banking, Banking, Investments, Economics, Financial Services, Time Management, Trading, Reporting & Analysis, Mutual Funds, Mortgage Servicing, SAS, Loans, Loan Origination, Accounting, Section 8, Reuters, Bloomberg, Yardi Voyager, Relationship Management
Education
Baruch College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Hunter College 2006 — 2008
Clark Gambarrotti Clark Gambarrotti's National Securities Experience September 2009 - January 2010
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2013 - Present
TD AMERITRADEFort Lauderdale March 2011 - December 2012
National Securities September 2009 - January 2010
LOU BACHRODT MAZDA August 2008 - November 2008
AL HENDRICKSON TOYOTA January 2002 - August 2008
DREYFUS BROKERAGE SERVICES March 2000 - January 2001
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, FINRA
Education
Florida Atlantic University
City University of New York 1987 — 1991
Bachelor of Science (B.S.), Economics & International Business
City University of New York
Bachelor of Science, Economics and International Business
Merrill Edge January 2013 - Present
TD AMERITRADEFort Lauderdale March 2011 - December 2012
National Securities September 2009 - January 2010
LOU BACHRODT MAZDA August 2008 - November 2008
AL HENDRICKSON TOYOTA January 2002 - August 2008
DREYFUS BROKERAGE SERVICES March 2000 - January 2001
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, FINRA
Education
Florida Atlantic University
City University of New York 1987 — 1991
Bachelor of Science (B.S.), Economics & International Business
City University of New York
Bachelor of Science, Economics and International Business
John J. LaBarca John J. LaBarca's National Securities Experience February 2010 - Present
Job Sr. Investment Specialist at National Securities
Industry Financial Services
Experience
National Securities February 2010 - Present
Wells Fargo Advisors June 2006 - February 2010
Ryan Beck & Co. April 2002 - June 2006
Gruntal & Co., Inc. June 1997 - April 2002
Oppenheimer & Co. February 1991 - June 1997
Skills
Series 63, Investments, Portfolio Management, Retirement Planning, Asset Allocation, Fixed Income, Equities, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Asset Management, Securities, Alternative Investments, Real Estate Income..., Private Equity, FINRA, Mergers & Acquisitions, Risk Management, Coaching
Education
City University of New York-Baruch College 1986 — 1991
Bachelor of Business Administration (BBA), Finance and Economics Major
Xaverian High School 1982 — 1986
National Securities February 2010 - Present
Wells Fargo Advisors June 2006 - February 2010
Ryan Beck & Co. April 2002 - June 2006
Gruntal & Co., Inc. June 1997 - April 2002
Oppenheimer & Co. February 1991 - June 1997
Skills
Series 63, Investments, Portfolio Management, Retirement Planning, Asset Allocation, Fixed Income, Equities, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Asset Management, Securities, Alternative Investments, Real Estate Income..., Private Equity, FINRA, Mergers & Acquisitions, Risk Management, Coaching
Education
City University of New York-Baruch College 1986 — 1991
Bachelor of Business Administration (BBA), Finance and Economics Major
Xaverian High School 1982 — 1986
Costa Yenidounia's National Securities Experience May 2007 - December 2013
Job Senior Account Executive at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities December 2013 - Present
National Securities May 2007 - December 2013
Taverna Mythos August 2004 - May 2007
Niko-Laos March 2005 - July 2005
Skills
Investments, Securities, Retirement Planning, Strategic Financial..., Series 7, Mutual Funds, Bonds, Fixed Income, Asset Allocation, Wealth Management, Retirement, Finance, Trading, Series 63, Investment Banking, Financial Analysis, Equities, Investment Strategies, Risk Management, Portfolio Management, Estate Planning, Fixed Annuities, Financial Risk, Negotiation, Options, Financial Advisory, Financial Services, Alternative Investments, Financial Modeling, Financial Markets, Equity Trading, Equity Research, Technical Analysis, Asset Management, Investment Management, Hedge Funds, Private Equity, Stock Trading, Bloomberg, Capital Markets, Identifying Trading..., Chemistry, Asset Managment, Financial Planning
Education
Florida Atlantic University 2004 — 2005
Bachelor of Science, Chemistry/Business
University of Florida 1999 — 2004
A.A., Chemistry
flhs 1995 — 1999
Dawson James Securities December 2013 - Present
National Securities May 2007 - December 2013
Taverna Mythos August 2004 - May 2007
Niko-Laos March 2005 - July 2005
Skills
Investments, Securities, Retirement Planning, Strategic Financial..., Series 7, Mutual Funds, Bonds, Fixed Income, Asset Allocation, Wealth Management, Retirement, Finance, Trading, Series 63, Investment Banking, Financial Analysis, Equities, Investment Strategies, Risk Management, Portfolio Management, Estate Planning, Fixed Annuities, Financial Risk, Negotiation, Options, Financial Advisory, Financial Services, Alternative Investments, Financial Modeling, Financial Markets, Equity Trading, Equity Research, Technical Analysis, Asset Management, Investment Management, Hedge Funds, Private Equity, Stock Trading, Bloomberg, Capital Markets, Identifying Trading..., Chemistry, Asset Managment, Financial Planning
Education
Florida Atlantic University 2004 — 2005
Bachelor of Science, Chemistry/Business
University of Florida 1999 — 2004
A.A., Chemistry
flhs 1995 — 1999
Dion Ross Dion Ross's National Securities Experience March 2006 - February 2010
Job Private Client Banker at JP Morgan Chase Bank NA
Industry Banking
Experience
JP Morgan Chase Bank NA August 2013 - Present
JP Morgan Chase Bank NA August 2011 - August 2013
John Thomas Financial February 2010 - June 2011
National Securities March 2006 - February 2010
Skills
Banking, Finance, Investments, Securities, Series 63, Series 7, Uniform Combined State..., Sales, IRAs, Portfolio Management, Private Equity, Financial Services, CRM, Customer Service, Relationship Management, Fixed Income, Retail Banking, Equities, Microsoft Office
Education
City University of New York
JP Morgan Chase Bank NA August 2013 - Present
JP Morgan Chase Bank NA August 2011 - August 2013
John Thomas Financial February 2010 - June 2011
National Securities March 2006 - February 2010
Skills
Banking, Finance, Investments, Securities, Series 63, Series 7, Uniform Combined State..., Sales, IRAs, Portfolio Management, Private Equity, Financial Services, CRM, Customer Service, Relationship Management, Fixed Income, Retail Banking, Equities, Microsoft Office
Education
City University of New York
Michael Chery's National Securities Experience January 2009 - October 2010
Job Portfolio Manager
Industry Financial Services
Experience
T.W. International Investments LTD August 2015 - Present
Chevalier Capital Funding December 2014 - Present
T3 Trading Group, LLC October 2012 - January 2015
RCA Capital LLC February 2012 - January 2015
National Securities January 2009 - October 2010
IDM, Inc January 2003 - March 2009
Skills
Multilingual, Communication, Mathematical Analysis, New Business Development, Marketing Strategy, Sales, Equities, Finance, Options, Private Equity, Venture Capital, Asset Management, Alternative Investments, Business Development, Business Strategy, Capital Markets, Cross-functional Team..., Equity Trading, Financial Markets, Financial Modeling, Fixed Income, IPO, Hedge Funds, Investment Strategies, Investment Banking, Investments, Management Consulting, Portfolio Management, Securities, Series 7, Trading, Valuation, Project Finance, Strategic Planning, Entrepreneurship, Negotiation, Management, Leadership, Business Planning, Mergers, Start-ups
Education
Queens College 2000 — 2002
Bachelor's degree, Business/Commerce, General
Brooklyn College 1999 — 2000
Bachelor of Business Administration (BBA), Marketing
T.W. International Investments LTD August 2015 - Present
Chevalier Capital Funding December 2014 - Present
T3 Trading Group, LLC October 2012 - January 2015
RCA Capital LLC February 2012 - January 2015
National Securities January 2009 - October 2010
IDM, Inc January 2003 - March 2009
Skills
Multilingual, Communication, Mathematical Analysis, New Business Development, Marketing Strategy, Sales, Equities, Finance, Options, Private Equity, Venture Capital, Asset Management, Alternative Investments, Business Development, Business Strategy, Capital Markets, Cross-functional Team..., Equity Trading, Financial Markets, Financial Modeling, Fixed Income, IPO, Hedge Funds, Investment Strategies, Investment Banking, Investments, Management Consulting, Portfolio Management, Securities, Series 7, Trading, Valuation, Project Finance, Strategic Planning, Entrepreneurship, Negotiation, Management, Leadership, Business Planning, Mergers, Start-ups
Education
Queens College 2000 — 2002
Bachelor's degree, Business/Commerce, General
Brooklyn College 1999 — 2000
Bachelor of Business Administration (BBA), Marketing
Gerald Sharpe Jr. Gerald Sharpe Jr.'s National Securities Experience November 2012 - Present
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
Patricia Yue, CFA's National Securities Experience February 2006 - February 2007
Job Operations Associate at Esposito Securities, LLC
Industry Investment Management
Experience
Esposito Securities, LLC May 2012 - Present
Genesis Securities March 2009 - July 2010
State Street October 2007 - December 2008
Smith Barney April 2007 - October 2007
National Securities February 2006 - February 2007
Scottrade July 2003 - December 2005
Skills
Relationship Management, Equities, Strategic Financial..., Fixed Income, Series 7, Securities, Bloomberg, Hedge Funds, Series 24, Series 55, Series 3, Series 63, Series 65, Portfolio Management, Trading, Alternative Investments, FINRA, Mutual Funds, Financial Planning, Investments
Education
Boston University Questrom School of Business 2007 — 2008
Master of Science, Investment Management
Esposito Securities, LLC May 2012 - Present
Genesis Securities March 2009 - July 2010
State Street October 2007 - December 2008
Smith Barney April 2007 - October 2007
National Securities February 2006 - February 2007
Scottrade July 2003 - December 2005
Skills
Relationship Management, Equities, Strategic Financial..., Fixed Income, Series 7, Securities, Bloomberg, Hedge Funds, Series 24, Series 55, Series 3, Series 63, Series 65, Portfolio Management, Trading, Alternative Investments, FINRA, Mutual Funds, Financial Planning, Investments
Education
Boston University Questrom School of Business 2007 — 2008
Master of Science, Investment Management
Vyacheslav Ger Vyacheslav Ger's National Securities Experience September 2013 - November 2013
Job Intern at National Securities
Industry Financial Services
Experience
FXCM March 2015 - Present
Bank of America January 2014 - March 2015
National Securities September 2013 - November 2013
Central Amusement International, LLC June 2013 - October 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Ice Hockey, Bartending, Sales, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Midwood High School 2007 — 2011
Advanced Regents Diploma in Humanities
FXCM March 2015 - Present
Bank of America January 2014 - March 2015
National Securities September 2013 - November 2013
Central Amusement International, LLC June 2013 - October 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Ice Hockey, Bartending, Sales, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Midwood High School 2007 — 2011
Advanced Regents Diploma in Humanities
Derek Coughran's National Securities Experience June 2013 - August 2013
Job Junior Accountant at National Parkinson Foundation
Industry Nonprofit Organization Management
Experience
National Parkinson Foundation October 2013 - Present
National Securities June 2013 - August 2013
Leparulo Properties & Investments April 2012 - November 2012
Skills
Customer Service, Excel models, MS Excel Pivot Tables, Microsoft Office, Client Development, Manage Client..., Keen Listener, Valuation, Interpretation Of Data, Modern Portfolio Theory, Decision Analysis, Teamwork, Data Collection, Project Coordination, Management, Bloomberg, Leadership
Education
Florida State University - College of Business 2009 — 2013
Bachelor of Science (BS), Finance, 3.5
EIG-Watson School of Aviation 2013 — 2014
Associate of Science (AS), Aviation Administratioin with ATC option, 4.0
New World School of the Arts
National Parkinson Foundation October 2013 - Present
National Securities June 2013 - August 2013
Leparulo Properties & Investments April 2012 - November 2012
Skills
Customer Service, Excel models, MS Excel Pivot Tables, Microsoft Office, Client Development, Manage Client..., Keen Listener, Valuation, Interpretation Of Data, Modern Portfolio Theory, Decision Analysis, Teamwork, Data Collection, Project Coordination, Management, Bloomberg, Leadership
Education
Florida State University - College of Business 2009 — 2013
Bachelor of Science (BS), Finance, 3.5
EIG-Watson School of Aviation 2013 — 2014
Associate of Science (AS), Aviation Administratioin with ATC option, 4.0
New World School of the Arts
Chris Skvarch's National Securities Experience February 2014 - June 2014
Job Registered representative at The Legend Group
Industry Financial Services
Experience
The Legend Group June 2014 - Present
EZCORP June 2013 - July 2014
National Securities February 2014 - June 2014
Skills
Financial Accounting, Tax, Accounting, Financial Reporting, Finance, Microsoft Excel, Investments
Education
Florida Atlantic University 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Florida Atlantic University
Bachelors of Science, Finance
The Legend Group June 2014 - Present
EZCORP June 2013 - July 2014
National Securities February 2014 - June 2014
Skills
Financial Accounting, Tax, Accounting, Financial Reporting, Finance, Microsoft Excel, Investments
Education
Florida Atlantic University 2011 — 2013
Bachelor of Science (B.S.), Finance, General
Florida Atlantic University
Bachelors of Science, Finance
Alex Kim's National Securities Experience January 2012 - August 2012
Job Wealth Advisor at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC March 2015 - Present
New York Community Bank, CFS Investments, LPL Financial LLC. October 2014 - December 2014
Merrill Lynch August 2012 - April 2014
National Securities January 2012 - August 2012
Unifi Companies October 2009 - November 2011
Investec June 1996 - November 2002
Skills
Wealth Management, Series 63, Investments, Equities, Financial Analysis, Insurance, Employee Benefits, Recruiting, Loans, Series 7, Microsoft Office, Mutual Funds, Talent Acquisition, Securities, Financial Services, Fixed Income, Financial Advisory, Finance, Asset Management, Bloomberg
Education
New York University 2011 — 2011
Continuing Education, Certification of CFP Program
Baruch College 1991 — 1996
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Eagle Strategies, LLC March 2015 - Present
New York Community Bank, CFS Investments, LPL Financial LLC. October 2014 - December 2014
Merrill Lynch August 2012 - April 2014
National Securities January 2012 - August 2012
Unifi Companies October 2009 - November 2011
Investec June 1996 - November 2002
Skills
Wealth Management, Series 63, Investments, Equities, Financial Analysis, Insurance, Employee Benefits, Recruiting, Loans, Series 7, Microsoft Office, Mutual Funds, Talent Acquisition, Securities, Financial Services, Fixed Income, Financial Advisory, Finance, Asset Management, Bloomberg
Education
New York University 2011 — 2011
Continuing Education, Certification of CFP Program
Baruch College 1991 — 1996
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Robert Cappadora Robert Cappadora's National Securities Experience May 2013 - August 2013
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments December 2013 - December 2014
National Securities May 2013 - August 2013
Volunteer Income Tax Assistance (VITA) Program December 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Public Speaking, Windows, Team Leadership, Bonds, Relationship Management, Sales, Financial Analysis, Series 7, Equities, Market Analysis, Series 63, Brokers, Finance
Education
Farmingdale State University of New York 2011 — 2013
Bachelor of Science (BS), Business Management, Minor: Economics, 3.91 GPA
Fidelity Investments December 2014 - Present
Fidelity Investments December 2013 - December 2014
National Securities May 2013 - August 2013
Volunteer Income Tax Assistance (VITA) Program December 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Public Speaking, Windows, Team Leadership, Bonds, Relationship Management, Sales, Financial Analysis, Series 7, Equities, Market Analysis, Series 63, Brokers, Finance
Education
Farmingdale State University of New York 2011 — 2013
Bachelor of Science (BS), Business Management, Minor: Economics, 3.91 GPA
Jean-Pierre Ayala Jean-Pierre Ayala's National Securities Experience September 2000 - December 2010
Job Sr.V.P. South East Region at Laidlaw & Company
Industry Investment Banking
Experience
Laidlaw & Company September 2012 - Present
Dawson James Securities December 2010 - 2012
National Securities September 2000 - December 2010
Skills
Jean-Pierre Ayala has..., Investment Banking, Private Equity, Venture Capital, Investments, Wealth Management, ETFs, Communication, Trading, Series 7, Situation Analysis, Equities, Portfolio Management, Securities, Financial Advisory
Education
TFC Institute of Finance 1995 — 1996
Regulatory Series 7 License and Series 63 License, Investments and Securities
City University of New York-Herbert H. Lehman College 1992 — 1996
Pre Med, Marine Biology and Biological Oceanography
Borough of Manhattan Community College 1990 — 1992
Laidlaw & Company September 2012 - Present
Dawson James Securities December 2010 - 2012
National Securities September 2000 - December 2010
Skills
Jean-Pierre Ayala has..., Investment Banking, Private Equity, Venture Capital, Investments, Wealth Management, ETFs, Communication, Trading, Series 7, Situation Analysis, Equities, Portfolio Management, Securities, Financial Advisory
Education
TFC Institute of Finance 1995 — 1996
Regulatory Series 7 License and Series 63 License, Investments and Securities
City University of New York-Herbert H. Lehman College 1992 — 1996
Pre Med, Marine Biology and Biological Oceanography
Borough of Manhattan Community College 1990 — 1992
Caryn Robbins's National Securities Experience January 2004 - February 2014
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
National Securities January 2004 - February 2014
JW Charles April 1997 - January 2004
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Investment Advisory, Securities, Equities, Portfolio Management, Series 7 Licensed, Asset Allocation, Retirement Planning, Uniform Combined State..., Series 66
Education
Florida Atlantic University 1993 — 1997
Bachelor of Science, Marketing
Cooper City High School 1989 — 1993
Morgan Stanley Wealth Management February 2014 - Present
National Securities January 2004 - February 2014
JW Charles April 1997 - January 2004
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Investment Advisory, Securities, Equities, Portfolio Management, Series 7 Licensed, Asset Allocation, Retirement Planning, Uniform Combined State..., Series 66
Education
Florida Atlantic University 1993 — 1997
Bachelor of Science, Marketing
Cooper City High School 1989 — 1993
Lifan Zhu's National Securities Experience May 2013 - July 2013
Job Investment Banking Analyst at Citi
Industry Higher Education
Experience
Citi September 2014 - Present
Citi June 2014 - August 2014
Morgan Stanley July 2013 - September 2013
National Securities May 2013 - July 2013
CITIC Securities July 2012 - September 2012
KPMG China July 2011 - September 2011
Skills
SAS, R, Bloomberg Terminal, Data Analysis, Investment Banking, SQL, Fixed Income, Asset Management, Capital Markets, Financial Modeling
Education
Columbia University in the City of New York 2012 — 2013
Master of Arts (MA), Statistics
University of Nottingham 2008 — 2012
Bachelor of Engineering (BEng), Environmental Engineering
Citi September 2014 - Present
Citi June 2014 - August 2014
Morgan Stanley July 2013 - September 2013
National Securities May 2013 - July 2013
CITIC Securities July 2012 - September 2012
KPMG China July 2011 - September 2011
Skills
SAS, R, Bloomberg Terminal, Data Analysis, Investment Banking, SQL, Fixed Income, Asset Management, Capital Markets, Financial Modeling
Education
Columbia University in the City of New York 2012 — 2013
Master of Arts (MA), Statistics
University of Nottingham 2008 — 2012
Bachelor of Engineering (BEng), Environmental Engineering
Silvio Martinez's National Securities Experience June 2000 - June 2002
Job Relationship Manager at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Citi February 2013 - August 2013
Citi July 2011 - February 2013
JPMorgan Chase July 2006 - July 2011
JPMorgan Chase June 2004 - July 2006
American Express May 2003 - June 2004
MetLife June 2002 - June 2003
National Securities June 2000 - June 2002
Skills
Retail Banking, Relationship Management
Education
Alfred University
Business Administration
Citi August 2013 - Present
Citi February 2013 - August 2013
Citi July 2011 - February 2013
JPMorgan Chase July 2006 - July 2011
JPMorgan Chase June 2004 - July 2006
American Express May 2003 - June 2004
MetLife June 2002 - June 2003
National Securities June 2000 - June 2002
Skills
Retail Banking, Relationship Management
Education
Alfred University
Business Administration
Jiri Beles Jiri Beles's National Securities Experience April 2009 - June 2009
Job Sales Associate at Forexware
Industry Financial Services
Experience
FX Direct Dealer September 2010 - Present
Forexware March 2015 - Present
Morgan Stanley Smith Barney 2009 - 2010
National Securities April 2009 - June 2009
Skills
CRM, Foreign Exchange, FX trading, Bloomberg Terminal, Currency, Financial Markets, FX Options, Microsoft Excel, Sales Process, Account Management, Sales Operations, MT4, MetaTrader, Electronic Trading, Risk Management, FX Hedging, Trading Systems
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, 3.8
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments, Cum Laude
FX Direct Dealer September 2010 - Present
Forexware March 2015 - Present
Morgan Stanley Smith Barney 2009 - 2010
National Securities April 2009 - June 2009
Skills
CRM, Foreign Exchange, FX trading, Bloomberg Terminal, Currency, Financial Markets, FX Options, Microsoft Excel, Sales Process, Account Management, Sales Operations, MT4, MetaTrader, Electronic Trading, Risk Management, FX Hedging, Trading Systems
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, 3.8
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments, Cum Laude
Jim Hirst Jim Hirst's National Securities Experience April 2015 - Present
Job Branch Manager at National Securities
Industry Investment Management
Experience
National Securities April 2015 - Present
Moores Creek Capital Partners, LLC July 2004 - Present
JP Turner & Company, LLC (Member SIPC) http://www.sipc.org/ January 2012 - April 2015
Synergy Investment Group, LLC June 2004 - January 2012
Hornblower Wealth Management January 1990 - July 2004
Nomura Securities Intl. Inc. December 1986 - January 1990
Skills
Fixed Income Trading, FX trading, Portfolio Management, Asset Management, Equities, Fixed Income, Bonds, Options, Asset Managment, Investments, Financial Advisory, Investment Management, Alternative Investments, Asset Allocation, Investment Advisory, High Net Worth..., Retirement, 401k, Financial Services, Strategic Financial..., Emerging Markets, Trading, Risk Management, Finance, Financial Planning
Education
Fairfield University 1982 — 1986
BA, Economics
Roger Ludlowe High School 1978 — 1982
National Securities April 2015 - Present
Moores Creek Capital Partners, LLC July 2004 - Present
JP Turner & Company, LLC (Member SIPC) http://www.sipc.org/ January 2012 - April 2015
Synergy Investment Group, LLC June 2004 - January 2012
Hornblower Wealth Management January 1990 - July 2004
Nomura Securities Intl. Inc. December 1986 - January 1990
Skills
Fixed Income Trading, FX trading, Portfolio Management, Asset Management, Equities, Fixed Income, Bonds, Options, Asset Managment, Investments, Financial Advisory, Investment Management, Alternative Investments, Asset Allocation, Investment Advisory, High Net Worth..., Retirement, 401k, Financial Services, Strategic Financial..., Emerging Markets, Trading, Risk Management, Finance, Financial Planning
Education
Fairfield University 1982 — 1986
BA, Economics
Roger Ludlowe High School 1978 — 1982
Tibor Nemes's National Securities Experience April 2014 - November 2014
Job Institutional Sales, Private and Public Equities
Industry Financial Services
Experience
Bonwick Capital Partners November 2014 - Present
Lgreen NAV November 2013 - Present
Trioptimal LLC June 2010 - December 2014
National Securities April 2014 - November 2014
Sofos Asset Management LLC July 2012 - April 2014
Quad Capital Management May 2007 - June 2010
MF Global May 2005 - May 2007
Goldman Sachs September 2001 - May 2005
Spear Leeds and Kellogg 1995 - 2001
Skills
Equities, Fixed Income, Options, Hedge Funds, Equity Trading, Mutual Funds, Portfolio Management, Commodity, Asset Management, Trading, Derivatives, Investments, Market Risk, Securities, Investment Management, Bloomberg, Market Making, Trading Systems, Volatility, Hedging, Series 7, Series 63, Alternative Investments, Electronic Trading, Capital Markets, Financial Markets
Education
New York University 2000 — 2003
MA, Economics
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Economics
Bonwick Capital Partners November 2014 - Present
Lgreen NAV November 2013 - Present
Trioptimal LLC June 2010 - December 2014
National Securities April 2014 - November 2014
Sofos Asset Management LLC July 2012 - April 2014
Quad Capital Management May 2007 - June 2010
MF Global May 2005 - May 2007
Goldman Sachs September 2001 - May 2005
Spear Leeds and Kellogg 1995 - 2001
Skills
Equities, Fixed Income, Options, Hedge Funds, Equity Trading, Mutual Funds, Portfolio Management, Commodity, Asset Management, Trading, Derivatives, Investments, Market Risk, Securities, Investment Management, Bloomberg, Market Making, Trading Systems, Volatility, Hedging, Series 7, Series 63, Alternative Investments, Electronic Trading, Capital Markets, Financial Markets
Education
New York University 2000 — 2003
MA, Economics
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Economics
Bryan J. Jakovcic's National Securities Experience March 2006 - June 2006
Job President, Fusion (Business & Government Operations, Growth, Development, EHR/EMR, IT, Process & Management Consulting)
Industry Management Consulting
Experience
Fusion Consulting (US) June 2006 - Present
Mane Street Cigars & Lounge December 2011 - Present
Califon Fire Department December 2011 - Present
Uvisor.com March 2008 - May 2013
Lincroft Fire Company, Middletown Township Fire Department September 2003 - January 2012
National Securities March 2006 - June 2006
Oppenheimer & Co. July 2005 - March 2006
Fusion Collegiate Intermediaries July 2004 - June 2005
Surfer Internet Services July 2000 - March 2005
Skills
New Business Development, EHR, Government Liaison, Process Development, Healthcare, Financial Analysis, Risk Management, Business Strategy, Customer Relations, Budgeting, Salesforce.com..., Management Consulting, Strategic Planning, Business Planning, Financial Modeling, Negotiation, Financial Reporting, Mentoring, Business Analysis, Compliance, Market Research, Equities, Team Building, Start-ups, Forecasting, Sales Management, Access, Cross-functional Team..., Team Leadership, Succession Planning, Contract Negotiation, Teamwork, Competitive Analysis, Process Improvement, Accounting, Change Management, Pricing, Account Management, NextGen, Centricity, EMR, EMR Training, eClinical Works, Active Directory
Education
Christian Brothers Academy
Fordham University
Finance and Economics
Seton Hall University
B.S., Finance
Fusion Consulting (US) June 2006 - Present
Mane Street Cigars & Lounge December 2011 - Present
Califon Fire Department December 2011 - Present
Uvisor.com March 2008 - May 2013
Lincroft Fire Company, Middletown Township Fire Department September 2003 - January 2012
National Securities March 2006 - June 2006
Oppenheimer & Co. July 2005 - March 2006
Fusion Collegiate Intermediaries July 2004 - June 2005
Surfer Internet Services July 2000 - March 2005
Skills
New Business Development, EHR, Government Liaison, Process Development, Healthcare, Financial Analysis, Risk Management, Business Strategy, Customer Relations, Budgeting, Salesforce.com..., Management Consulting, Strategic Planning, Business Planning, Financial Modeling, Negotiation, Financial Reporting, Mentoring, Business Analysis, Compliance, Market Research, Equities, Team Building, Start-ups, Forecasting, Sales Management, Access, Cross-functional Team..., Team Leadership, Succession Planning, Contract Negotiation, Teamwork, Competitive Analysis, Process Improvement, Accounting, Change Management, Pricing, Account Management, NextGen, Centricity, EMR, EMR Training, eClinical Works, Active Directory
Education
Christian Brothers Academy
Fordham University
Finance and Economics
Seton Hall University
B.S., Finance
Matthew Toomla's National Securities Experience April 2007 - December 2009
Job Director of Recruiting at The Marymont Group
Industry Staffing and Recruiting
Experience
The Marymont Group July 2013 - Present
The Marymont Group April 2010 - July 2013
National Securities April 2007 - December 2009
Skills
Screening Resumes, Executive Search, Recruiting, Technical Recruiting, Talent Management, Leadership, Management, Management Consulting, Sales, Talent Acquisition, Process Improvement, Consulting, Corporate Recruiting, Financial Recruiting, Sourcing, Vendor Management, Strategy, College Recruiting, CRM, Organizational..., Applicant Tracking..., Interviews, Workforce Planning, Organizational..., Onboarding, Personnel Management, Career Counseling, Leadership Development, Executive Management, Human Resources, Employee Engagement, HR Consulting, Performance Management, Succession Planning, Career Development, Employee Benefits, HRIS, Employee Relations, Industrial Sector, Organizational Design, Training
Education
Baruch College, City University of New York (CUNY)
BBA, Industrial and Organizational Psychology
Paul D. Schreiber High School
The Marymont Group July 2013 - Present
The Marymont Group April 2010 - July 2013
National Securities April 2007 - December 2009
Skills
Screening Resumes, Executive Search, Recruiting, Technical Recruiting, Talent Management, Leadership, Management, Management Consulting, Sales, Talent Acquisition, Process Improvement, Consulting, Corporate Recruiting, Financial Recruiting, Sourcing, Vendor Management, Strategy, College Recruiting, CRM, Organizational..., Applicant Tracking..., Interviews, Workforce Planning, Organizational..., Onboarding, Personnel Management, Career Counseling, Leadership Development, Executive Management, Human Resources, Employee Engagement, HR Consulting, Performance Management, Succession Planning, Career Development, Employee Benefits, HRIS, Employee Relations, Industrial Sector, Organizational Design, Training
Education
Baruch College, City University of New York (CUNY)
BBA, Industrial and Organizational Psychology
Paul D. Schreiber High School
Avi Atkin Avi Atkin's National Securities Experience December 2014 - May 2015
Job Associate at XRC Labs
Industry Financial Services
Experience
XRC Labs August 2015 - Present
AxiomSL June 2015 - August 2015
University Student Senate, City University of New York July 2014 - June 2015
National Securities December 2014 - May 2015
Sigma Alpha Delta Honor Society May 2014 - May 2015
Baruch College June 2012 - July 2014
Rheem Bell & Mermelstein LLP June 2011 - December 2013
Hillel At Baruch May 2012 - June 2013
Weissman Center for International Business, Baruch College September 2012 - December 2012
ALPHA International Consulting May 2012 - August 2012
Skills
Social Media, Social Networking, Google Docs, WordPress, Microsoft Office, Microsoft Excel, Strategic Planning, Blogging, PowerPoint, Team Leadership, Market Research, Skype, Investments, Writing, Real Estate, Illustration, Fundraising, Event Planning, Editing, Data Analysis, Community Outreach, Analysis, Management, Access
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Computer Information Systems
XRC Labs August 2015 - Present
AxiomSL June 2015 - August 2015
University Student Senate, City University of New York July 2014 - June 2015
National Securities December 2014 - May 2015
Sigma Alpha Delta Honor Society May 2014 - May 2015
Baruch College June 2012 - July 2014
Rheem Bell & Mermelstein LLP June 2011 - December 2013
Hillel At Baruch May 2012 - June 2013
Weissman Center for International Business, Baruch College September 2012 - December 2012
ALPHA International Consulting May 2012 - August 2012
Skills
Social Media, Social Networking, Google Docs, WordPress, Microsoft Office, Microsoft Excel, Strategic Planning, Blogging, PowerPoint, Team Leadership, Market Research, Skype, Investments, Writing, Real Estate, Illustration, Fundraising, Event Planning, Editing, Data Analysis, Community Outreach, Analysis, Management, Access
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Computer Information Systems
Dorian Dortch's National Securities Experience June 2011 - December 2011
Job Exec. Vp and CFO at BreathOfLives
Industry Hospitality
Experience
Breath-Of-Lives January 2012 - Present
Starbucks January 2010 - Present
National Securities June 2011 - December 2011
Mirasol Country Club April 2003 - August 2007
Skills
Investments, Nonprofits, Marketing, Customer Service, Management, Social Media, Budgets, Strategic Planning, Microsoft Excel
Education
Florida State University 2005 — 2009
Emglish with Emphasis in Business, English, Finance, Marketing
Breath-Of-Lives January 2012 - Present
Starbucks January 2010 - Present
National Securities June 2011 - December 2011
Mirasol Country Club April 2003 - August 2007
Skills
Investments, Nonprofits, Marketing, Customer Service, Management, Social Media, Budgets, Strategic Planning, Microsoft Excel
Education
Florida State University 2005 — 2009
Emglish with Emphasis in Business, English, Finance, Marketing
Olga Melissa Alvarez's National Securities Experience September 2010 - December 2010
Job ManagerAnalytic Data
Industry Financial Services
Experience
Moody's Investors Service July 2014 - Present
Moody's Investors Service October 2013 - July 2014
Moody's Investors Service August 2012 - October 2013
UBS Wealth Management June 2012 - August 2012
UBS Wealth Management March 2011 - August 2011
National Securities September 2010 - December 2010
Skills
Equities, Finance, Customer Service, Microsoft Excel, Accounts Payable, Investments, Ratings, Financial Analysis, Fixed Income, Bloomberg, Bloomberg Terminal, Capital Markets
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business, Finance
Moody's Investors Service July 2014 - Present
Moody's Investors Service October 2013 - July 2014
Moody's Investors Service August 2012 - October 2013
UBS Wealth Management June 2012 - August 2012
UBS Wealth Management March 2011 - August 2011
National Securities September 2010 - December 2010
Skills
Equities, Finance, Customer Service, Microsoft Excel, Accounts Payable, Investments, Ratings, Financial Analysis, Fixed Income, Bloomberg, Bloomberg Terminal, Capital Markets
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business, Finance
Mark DeTroia Mark DeTroia's National Securities Experience March 2008 - January 2010
Job President at Upcycle LLC
Industry Information Technology and Services
Experience
Upcycle LLC January 2011 - Present
National Securities March 2008 - January 2010
Eastbrook Capital August 2005 - March 2008
Skills
Asset Management, Non-profits
Education
Montclair State University 2002 — 2005
BA, History
Fairfield University
Upcycle LLC January 2011 - Present
National Securities March 2008 - January 2010
Eastbrook Capital August 2005 - March 2008
Skills
Asset Management, Non-profits
Education
Montclair State University 2002 — 2005
BA, History
Fairfield University
Kristopher Kohn Kristopher Kohn's National Securities Experience January 2011 - February 2012
Job Supply Chain Planner at Power Systems Manufacturing
Industry Logistics and Supply Chain
Experience
Power Systems Mfg (An Alstom Company) May 2014 - Present
Triumph Aerostructures - Vought Aircraft Division February 2012 - May 2014
National Securities January 2011 - February 2012
Skills
SAP MM, SAP ERP, SAP Implementation, Series 7, Series 63, Microsoft Excel, Microsoft Office, Project Management, Customer Service, Strategic Planning, Financial Analysis, Leadership, Business Strategy, PowerPoint, Strategy, Microsoft Word, Management, Analysis, Business Analysis, Research, Finance, ERP, Supply Chain Management, Warehousing, Planning, Logistics, Supply Chain, SAP, Inventory Management, Business Process..., Materials Management, Cross-functional Team..., Process Improvement
Education
Flagler College 2005 — 2009
B.A. in Business Administration, Finance
Flagler College
Bachelor's degree, Business Administration and Management, General
Power Systems Mfg (An Alstom Company) May 2014 - Present
Triumph Aerostructures - Vought Aircraft Division February 2012 - May 2014
National Securities January 2011 - February 2012
Skills
SAP MM, SAP ERP, SAP Implementation, Series 7, Series 63, Microsoft Excel, Microsoft Office, Project Management, Customer Service, Strategic Planning, Financial Analysis, Leadership, Business Strategy, PowerPoint, Strategy, Microsoft Word, Management, Analysis, Business Analysis, Research, Finance, ERP, Supply Chain Management, Warehousing, Planning, Logistics, Supply Chain, SAP, Inventory Management, Business Process..., Materials Management, Cross-functional Team..., Process Improvement
Education
Flagler College 2005 — 2009
B.A. in Business Administration, Finance
Flagler College
Bachelor's degree, Business Administration and Management, General
Vincent Santoro's National Securities Experience August 2012 - May 2013
Job Product Development at V.S Innovations
Industry Marketing and Advertising
Experience
V.S.Innovations July 2013 - Present
CM Group March 2013 - July 2015
National Securities August 2012 - May 2013
Skills
Marketing, Customer Service, Social Media, Management, Marketing Strategy, Strategic Planning, Advertising, Social Media Marketing
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Marketing Management
V.S.Innovations July 2013 - Present
CM Group March 2013 - July 2015
National Securities August 2012 - May 2013
Skills
Marketing, Customer Service, Social Media, Management, Marketing Strategy, Strategic Planning, Advertising, Social Media Marketing
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Marketing Management
Moses Lee Moses Lee's National Securities Experience June 2006 - June 2008
Job CSA US Airways JFK
Industry Airlines/Aviation
Experience
American Airlines April 2015 - Present
US Airways July 2014 - Present
York College (The City University of New York) September 2012 - June 2014
Koskinas and Associates September 2009 - September 2010
National Securities June 2006 - June 2008
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Aviation, Management, Analysis, Payroll, Investments, Securities, Airports, Airlines, Teamwork, Airport Management
Education
CUNY York College 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Aviation/Airway Management and Operations
American Airlines April 2015 - Present
US Airways July 2014 - Present
York College (The City University of New York) September 2012 - June 2014
Koskinas and Associates September 2009 - September 2010
National Securities June 2006 - June 2008
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Aviation, Management, Analysis, Payroll, Investments, Securities, Airports, Airlines, Teamwork, Airport Management
Education
CUNY York College 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Aviation/Airway Management and Operations
Julia Furman's National Securities Experience April 2010 - February 2013
Job .
Industry Accounting
Experience
Todt Hill Pharmacy August 2013 - Present
Volunteer Income Tax Assistance (VITA Program) February 2013 - April 2013
National Securities April 2010 - February 2013
Education
City University of New York-College of Staten Island 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
City University of New York-College of Staten Island 2009 — 2012
Associate of Science (A.S.), Accounting
Todt Hill Pharmacy August 2013 - Present
Volunteer Income Tax Assistance (VITA Program) February 2013 - April 2013
National Securities April 2010 - February 2013
Education
City University of New York-College of Staten Island 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
City University of New York-College of Staten Island 2009 — 2012
Associate of Science (A.S.), Accounting
Violeta Constantin's National Securities Experience September 2006 - March 2007
Job Graphic Designer
Industry Design
Experience
Graphic Designer, self employed April 2011 - Present
Shai Town Realty Group, Inc. April 2013 - August 2013
Expediter January 2009 - April 2013
Self Employed Hair Stylist January 2002 - January 2013
National Securities September 2006 - March 2007
United States Postal Service July 2006 - September 2006
Skills
Typing, Expediting, Internet, Outlook, Internet Explorer, Access, Administrative..., Office Management, Teamwork, Office Administration, PowerPoint, Microsoft Word, Data Entry, Microsoft Excel, Coordination, Invoicing, Fax, Logo Design, Typography, Vector Illustration, Adobe Acrobat, Microsoft Publisher, Multi-line Phone, Cashiering, Clerical Work, Office Equipment, Schedules, Appointment Scheduling, Copying, Inventory, Administrative...
Education
Professionals Choice Hair Design Academy 2000 — 2001
License, Beautician
Graphic Designer, self employed April 2011 - Present
Shai Town Realty Group, Inc. April 2013 - August 2013
Expediter January 2009 - April 2013
Self Employed Hair Stylist January 2002 - January 2013
National Securities September 2006 - March 2007
United States Postal Service July 2006 - September 2006
Skills
Typing, Expediting, Internet, Outlook, Internet Explorer, Access, Administrative..., Office Management, Teamwork, Office Administration, PowerPoint, Microsoft Word, Data Entry, Microsoft Excel, Coordination, Invoicing, Fax, Logo Design, Typography, Vector Illustration, Adobe Acrobat, Microsoft Publisher, Multi-line Phone, Cashiering, Clerical Work, Office Equipment, Schedules, Appointment Scheduling, Copying, Inventory, Administrative...
Education
Professionals Choice Hair Design Academy 2000 — 2001
License, Beautician
Sean Chreky Sean Chreky's National Securities Experience September 2008 - October 2009
Job Inside Sales Manager at ZocDoc
Industry Internet
Experience
ZocDoc January 2013 - Present
ZocDoc May 2012 - December 2012
ZocDoc March 2012 - May 2012
ZocDoc August 2010 - March 2012
Vector Marketing May 2007 - August 2010
National Securities September 2008 - October 2009
Skills
Salesforce.com, Account Management, Sales Management, Start-ups, New Business Development, Customer Retention, Management, Sales, Leadership, Cold Calling, Healthcare, Training, Sales Process, CRM, Market Research, Online Marketing, Direct Sales, Selling
Education
University of Florida 2006 — 2007
Masters of Science, Finance
Florida State University 2002 — 2006
Bachelors of Science, Finance & Entrepreneurship and Small Business Management
ZocDoc January 2013 - Present
ZocDoc May 2012 - December 2012
ZocDoc March 2012 - May 2012
ZocDoc August 2010 - March 2012
Vector Marketing May 2007 - August 2010
National Securities September 2008 - October 2009
Skills
Salesforce.com, Account Management, Sales Management, Start-ups, New Business Development, Customer Retention, Management, Sales, Leadership, Cold Calling, Healthcare, Training, Sales Process, CRM, Market Research, Online Marketing, Direct Sales, Selling
Education
University of Florida 2006 — 2007
Masters of Science, Finance
Florida State University 2002 — 2006
Bachelors of Science, Finance & Entrepreneurship and Small Business Management
Hany Awadalla Hany Awadalla's National Securities Experience July 2011 - Present
Job Managing Director, Investment Banking at National Securities
Industry Financial Services
Experience
National Securities July 2011 - Present
Rodman & Renshaw June 2010 - February 2011
FTN Financial/FTN Equity Capital Markets January 2009 - April 2010
C.E. Unterberg, Towbin/Collins Stewart LLC September 2005 - November 2008
Wells Fargo September 2002 - September 2005
Robertson Stephens July 1997 - September 2002
UBS Investment Bank June 1996 - July 1997
Merrill Lynch May 1990 - June 1996
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Hedge Funds, Investments, Private Placements, Series 7, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA/MA, Finance
Columbia University in the City of New York 1982 — 1986
AB, East Asian Studies/Economics
National Securities July 2011 - Present
Rodman & Renshaw June 2010 - February 2011
FTN Financial/FTN Equity Capital Markets January 2009 - April 2010
C.E. Unterberg, Towbin/Collins Stewart LLC September 2005 - November 2008
Wells Fargo September 2002 - September 2005
Robertson Stephens July 1997 - September 2002
UBS Investment Bank June 1996 - July 1997
Merrill Lynch May 1990 - June 1996
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Hedge Funds, Investments, Private Placements, Series 7, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA/MA, Finance
Columbia University in the City of New York 1982 — 1986
AB, East Asian Studies/Economics
Aaron Louis-Jean's National Securities Experience November 2013 - August 2014
Job Contributor at Investopedia
Industry Investment Management
Experience
Investopedia August 2015 - Present
Mutual of Omaha August 2014 - June 2015
National Securities November 2013 - August 2014
Black Spectrum Theatre Company, Inc. January 2013 - December 2013
NYC Department of Probation June 2012 - August 2012
Skills
Accounting, Series 7, Investments, Finance, Securities, Financial Analysis, Financial Services, Portfolio Management, Equities, Bloomberg, Fixed Income, Research, Leadership
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Forest Hills High School
Investopedia August 2015 - Present
Mutual of Omaha August 2014 - June 2015
National Securities November 2013 - August 2014
Black Spectrum Theatre Company, Inc. January 2013 - December 2013
NYC Department of Probation June 2012 - August 2012
Skills
Accounting, Series 7, Investments, Finance, Securities, Financial Analysis, Financial Services, Portfolio Management, Equities, Bloomberg, Fixed Income, Research, Leadership
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Forest Hills High School
Lisa (Jing) Zuo Lisa (Jing) Zuo's National Securities Experience October 2013 - December 2013
Job Intern at National Securities
Industry Accounting
Experience
National Securities October 2013 - December 2013
Education
Baruch College 2012 — 2014
Master of Science (MS), Accounting
Nanjing University of Aeronautics and Astronautics
Bachelor of Science (BS), English (Minor in International Trade), 3.5
National Securities October 2013 - December 2013
Education
Baruch College 2012 — 2014
Master of Science (MS), Accounting
Nanjing University of Aeronautics and Astronautics
Bachelor of Science (BS), English (Minor in International Trade), 3.5
Gilberto Hernandez-Gomez's National Securities Experience November 2013 - May 2014
Job Incoming Fixed Income Research Analyst at Morgan Stanley
Industry Financial Services
Experience
Baruch Investment Management Group January 2013 - Present
The Saint’s Brigade Drum and Bugle Corps January 2012 - Present
Morgan Stanley March 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - August 2015
Personal September 2010 - June 2015
Executive Monetary Management (EMM) June 2014 - September 2014
National Securities November 2013 - May 2014
World Technology Corporation September 2013 - November 2013
Star Toilet Paper June 2013 - August 2013
Investment Management Group at Baruch January 2013 - March 2013
Skills
Microsoft Office, PowerPoint, Teamwork, Calculus, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Leadership, Mathematics, Data Analytics, Statistics, Excel, Bloomberg Software, Sales, Problem Solving, Marketing Strategy, Fundamental Analysis, Trading, Team Management, Team Leadership, Team Building, Communication Skills, Market Research, Python, Sports, Percussion, Labview, AutoCAD, Matlab, Word, Social Media, Management, Bloomberg, Quantitative Finance, Financial Analysis, Data Analysis, Equity Research, Finance, Analysis, Equities, Research, Investments, Mutual Funds, Financial Modeling, VBA, Capital IQ, Time Series Analysis
Education
Baruch College 2012 — 2015
Bachelor of Arts (BA), Mathematics
Polytechnic Institute of New York University 2011 — 2015
Bachelor of Science (BS), Mathematics
Port Chester Senior High School 2007 — 2011
Advanced Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Baruch Investment Management Group January 2013 - Present
The Saint’s Brigade Drum and Bugle Corps January 2012 - Present
Morgan Stanley March 2015 - August 2015
Sponsors for Educational Opportunity March 2015 - August 2015
Personal September 2010 - June 2015
Executive Monetary Management (EMM) June 2014 - September 2014
National Securities November 2013 - May 2014
World Technology Corporation September 2013 - November 2013
Star Toilet Paper June 2013 - August 2013
Investment Management Group at Baruch January 2013 - March 2013
Skills
Microsoft Office, PowerPoint, Teamwork, Calculus, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Leadership, Mathematics, Data Analytics, Statistics, Excel, Bloomberg Software, Sales, Problem Solving, Marketing Strategy, Fundamental Analysis, Trading, Team Management, Team Leadership, Team Building, Communication Skills, Market Research, Python, Sports, Percussion, Labview, AutoCAD, Matlab, Word, Social Media, Management, Bloomberg, Quantitative Finance, Financial Analysis, Data Analysis, Equity Research, Finance, Analysis, Equities, Research, Investments, Mutual Funds, Financial Modeling, VBA, Capital IQ, Time Series Analysis
Education
Baruch College 2012 — 2015
Bachelor of Arts (BA), Mathematics
Polytechnic Institute of New York University 2011 — 2015
Bachelor of Science (BS), Mathematics
Port Chester Senior High School 2007 — 2011
Advanced Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Lillian Rui's National Securities Experience June 2014 - August 2014
Job Finance Treasury Consultant at News Corp
Industry Insurance
Experience
National Securities June 2014 - August 2014
Alliance Marketing Group July 2013 - April 2014
Skills
Time Management, Customer Service, Management, Team Building, Training, Marketing, Budgets, Account Management, Whole Life, Term Life Insurance, Marketing Strategy, Treasury, Data Analysis, Databases, FX Hedging
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
National Securities June 2014 - August 2014
Alliance Marketing Group July 2013 - April 2014
Skills
Time Management, Customer Service, Management, Team Building, Training, Marketing, Budgets, Account Management, Whole Life, Term Life Insurance, Marketing Strategy, Treasury, Data Analysis, Databases, FX Hedging
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Tudor Costin's National Securities Experience 2011 - 2012
Job Associate at Mizuho
Industry Financial Services
Experience
Mizuho Bank 2014 - Present
AIB Capital Markets 2013 - 2014
Sumitomo Mitsui Trust Bank 2012 - 2013
Maritime Capital Partners, LP 2012 - 2012
National Securities 2011 - 2012
Skills
Financial Modeling, Bloomberg, Corporate Finance, Credit Analysis, Financial Analysis, Due Diligence, Capital Markets, Accounting, Hedge Funds, Private Equity, Portfolio Management, Public Finance, Real Estate Financing, Commercial Real Estate, VBA, SQL, Sales, Syndications, Microsoft Office, Equity Trading, Fixed Income Portfolio..., Fixed Income Analysis, Capital IQ, Trading
Education
New York University 2013 — 2013
Intensive Workshop: Credit Training Program, Certificate in Credit Analysis
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Finance and Investments
Mizuho Bank 2014 - Present
AIB Capital Markets 2013 - 2014
Sumitomo Mitsui Trust Bank 2012 - 2013
Maritime Capital Partners, LP 2012 - 2012
National Securities 2011 - 2012
Skills
Financial Modeling, Bloomberg, Corporate Finance, Credit Analysis, Financial Analysis, Due Diligence, Capital Markets, Accounting, Hedge Funds, Private Equity, Portfolio Management, Public Finance, Real Estate Financing, Commercial Real Estate, VBA, SQL, Sales, Syndications, Microsoft Office, Equity Trading, Fixed Income Portfolio..., Fixed Income Analysis, Capital IQ, Trading
Education
New York University 2013 — 2013
Intensive Workshop: Credit Training Program, Certificate in Credit Analysis
City University of New York-Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Finance and Investments
Chris Kalatoudis Chris Kalatoudis's National Securities Experience August 2013 - November 2013
Job Vice President of Investments at Worden Capital Managment LLC
Industry Financial Services
Experience
Worden Capital Managment LLC November 2013 - Present
National Securities August 2013 - November 2013
John Thomas Financial January 2007 - June 2013
Joseph Gunnar & Co, LLC December 2005 - January 2007
S. W. Bach & Co. September 2005 - December 2005
Ehrenkrantz, King, and Nussbaum January 2005 - August 2005
Long Beach Medical Center September 2003 - September 2004
Skills
I always come through..., Management, Investments, Entrepreneurship, Risk Management, Finance, Training, Securities, Investment Banking, Time Management, Options, Series 63, Real Estate, Team Management, Cold Calling, Series 7, Equities, Mutual Funds, Portfolio Management, Alternative Investments
Education
D'Youville College 1999 — 2003
Bachelor of Science Biology
Oceanside High School
Worden Capital Managment LLC November 2013 - Present
National Securities August 2013 - November 2013
John Thomas Financial January 2007 - June 2013
Joseph Gunnar & Co, LLC December 2005 - January 2007
S. W. Bach & Co. September 2005 - December 2005
Ehrenkrantz, King, and Nussbaum January 2005 - August 2005
Long Beach Medical Center September 2003 - September 2004
Skills
I always come through..., Management, Investments, Entrepreneurship, Risk Management, Finance, Training, Securities, Investment Banking, Time Management, Options, Series 63, Real Estate, Team Management, Cold Calling, Series 7, Equities, Mutual Funds, Portfolio Management, Alternative Investments
Education
D'Youville College 1999 — 2003
Bachelor of Science Biology
Oceanside High School
Jahi Liburd Jahi Liburd's National Securities Experience July 2011 - August 2011
Job Process Specialist at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers - Service Delivery Center (PwC SDC) May 2014 - Present
Chase November 2013 - April 2014
Bill Thompson Mayoral Campaign Bronx Office August 2013 - September 2013
Student Organization For Caribbean Appreciation (Baruch College) September 2011 - May 2012
National Securities July 2011 - August 2011
St. Kitts Marriott Resort and Casino May 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Public Speaking, Budgets, Analysis
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
PricewaterhouseCoopers - Service Delivery Center (PwC SDC) May 2014 - Present
Chase November 2013 - April 2014
Bill Thompson Mayoral Campaign Bronx Office August 2013 - September 2013
Student Organization For Caribbean Appreciation (Baruch College) September 2011 - May 2012
National Securities July 2011 - August 2011
St. Kitts Marriott Resort and Casino May 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Public Speaking, Budgets, Analysis
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Cheri Clark Cheri Clark's National Securities Experience February 1982 - September 2005
Job Macaulay & Associates
Industry Financial Services
Experience
Pacific West Financial Group September 2005 - March 2012
National Securities February 1982 - September 2005
Skills
Series 7, FINRA, Series 63, Mutual Funds, Alternative Investments, Retirement Planning, Wealth Management, Bonds, Securities, Financial Markets, Retirement, Equities, Asset Allocation, Series 55, Equity Trading, OTC, Purchase & Sale..., Margin
Education
Eastern Washington University
Pacific West Financial Group September 2005 - March 2012
National Securities February 1982 - September 2005
Skills
Series 7, FINRA, Series 63, Mutual Funds, Alternative Investments, Retirement Planning, Wealth Management, Bonds, Securities, Financial Markets, Retirement, Equities, Asset Allocation, Series 55, Equity Trading, OTC, Purchase & Sale..., Margin
Education
Eastern Washington University
Doug Buckley Doug Buckley's National Securities Experience 2008 - 2009
Job Associate Relationship Manager Strategic Relationship Group at AB
Industry Financial Services
Experience
AB June 2014 - Present
AllianceBernstein September 2011 - Present
Morgan Stanley Smith Barney 2010 - August 2011
National Securities 2008 - 2009
Skills
Series 7, Series 63, Series 31, Uniform Combined State..., Mutual Funds, Variable Annuities, Portfolio Management, Trading, Equities, Fixed Income, Alternative Investments, Securities, Life & Health Insurance..., Defined Contribution, General Accounts, Key Account Management, Key Account Development, National Accounts
Education
Bucknell University 2005 — 2009
BSBA, Business
Chaminade High School 2001 — 2005
AB June 2014 - Present
AllianceBernstein September 2011 - Present
Morgan Stanley Smith Barney 2010 - August 2011
National Securities 2008 - 2009
Skills
Series 7, Series 63, Series 31, Uniform Combined State..., Mutual Funds, Variable Annuities, Portfolio Management, Trading, Equities, Fixed Income, Alternative Investments, Securities, Life & Health Insurance..., Defined Contribution, General Accounts, Key Account Management, Key Account Development, National Accounts
Education
Bucknell University 2005 — 2009
BSBA, Business
Chaminade High School 2001 — 2005
Michael Dunaway Michael Dunaway's National Securities Experience 2001 - 2002
Job Director of Programming at Sarasota Film Festival
Industry Media Production
Experience
Sarasota Film Festival November 2013 - Present
Paste Magazine September 2010 - Present
Gasoline Films March 2010 - Present
CQ Press May 2003 - January 2010
Soomo Publishing 2010 - 2010
National Securities 2001 - 2002
Accessor 1999 - 2001
northstar 1998 - 2000
Northstar Funds 1998 - 2000
Pilgrim Funds 1999 - 1999
Skills
Social Media, Editing, Management, Social Media Marketing, Blogging, Television, Entertainment, Digital Media, New Media, Social Networking
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance
Sewanee-The University of the South 1986 — 1991
BA, English
Sarasota Film Festival November 2013 - Present
Paste Magazine September 2010 - Present
Gasoline Films March 2010 - Present
CQ Press May 2003 - January 2010
Soomo Publishing 2010 - 2010
National Securities 2001 - 2002
Accessor 1999 - 2001
northstar 1998 - 2000
Northstar Funds 1998 - 2000
Pilgrim Funds 1999 - 1999
Skills
Social Media, Editing, Management, Social Media Marketing, Blogging, Television, Entertainment, Digital Media, New Media, Social Networking
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance
Sewanee-The University of the South 1986 — 1991
BA, English
Janice Greene Janice Greene's National Securities Experience August 1998 - November 2002
Job Founder and Managing Member at Precedent Consulting, Inc.
Industry Financial Services
Experience
Precedent Consulting, Inc. September 2011 - Present
Freestone Capital Management November 2002 - March 2011
National Securities August 1998 - November 2002
Education
Colorado State University
BA, Business Economics
Precedent Consulting, Inc. September 2011 - Present
Freestone Capital Management November 2002 - March 2011
National Securities August 1998 - November 2002
Education
Colorado State University
BA, Business Economics
William Hortz William Hortz's National Securities Experience 1986 - 1989
Job Founder/Dean Institute for Innovation Development
Industry Management Consulting
Experience
Institute for Innovation Development March 2013 - Present
Strategic Account Management Solutions, Inc. April 2009 - Present
OppenheimerFunds January 2000 - February 2009
Countrywide Investments March 1998 - October 1999
Peregrine Asset Management (USA) September 1996 - February 1998
Neuberger&Berman Management July 1991 - August 1996
Templeton Funds Distributor February 1989 - July 1991
National Securities 1986 - 1989
Skills
Business Development, Innovation Development, Business Strategy, Strategic Partnerships, Business Planning, Management Consulting, Consulting, Account Management, Strategic Consulting, Strategic Thinking, Business Relationship..., Staff Development, Value-Added..., Professional Development, Financial Services, Strategy, Relationship Management, Relationship Development, Change Management, Training, Leadership, CRM, Marketing Strategy, Mergers & Acquisitions, Strategic Planning, Management, Executive Management, Sales Management, Investments, Program Management, Marketing, Entrepreneurship, B2B, Negotiation, Start-ups
Education
Columbia University - Columbia Business School 2008 — 2008
GCP 2008, Global Account Management
Columbia University in the City of New York 1976 — 1980
BS, Psychology
Coursera
Institute for Innovation Development March 2013 - Present
Strategic Account Management Solutions, Inc. April 2009 - Present
OppenheimerFunds January 2000 - February 2009
Countrywide Investments March 1998 - October 1999
Peregrine Asset Management (USA) September 1996 - February 1998
Neuberger&Berman Management July 1991 - August 1996
Templeton Funds Distributor February 1989 - July 1991
National Securities 1986 - 1989
Skills
Business Development, Innovation Development, Business Strategy, Strategic Partnerships, Business Planning, Management Consulting, Consulting, Account Management, Strategic Consulting, Strategic Thinking, Business Relationship..., Staff Development, Value-Added..., Professional Development, Financial Services, Strategy, Relationship Management, Relationship Development, Change Management, Training, Leadership, CRM, Marketing Strategy, Mergers & Acquisitions, Strategic Planning, Management, Executive Management, Sales Management, Investments, Program Management, Marketing, Entrepreneurship, B2B, Negotiation, Start-ups
Education
Columbia University - Columbia Business School 2008 — 2008
GCP 2008, Global Account Management
Columbia University in the City of New York 1976 — 1980
BS, Psychology
Coursera
Brett Levinson Brett Levinson's National Securities Experience May 2011 - July 2011
Job Junior Economist at Thomson Reuters
Industry International Trade and Development
Experience
Thomson Reuters March 2015 - Present
U.S. Department of the Treasury September 2014 - December 2014
International Trade Administration January 2014 - May 2014
The Stern Group June 2013 - October 2013
SLA September 2012 - February 2013
National Securities May 2011 - July 2011
Skills
Microsoft Office, International Relations, Economics, Politics, Data Analysis, Research, International Economics, Policy Analysis, Policy, Political Risk Analysis, PowerPoint, Stata, Macroeconomics, Public Speaking, Statistics, Public Policy
Education
American University 2013 — 2014
Master of Arts in International Affairs, International Economics
University of Virginia 2008 — 2012
Bachelor of Arts (B.A.), Foreign Affairs and Economics
Graduate Institute of International and Development Studies
Thomson Reuters March 2015 - Present
U.S. Department of the Treasury September 2014 - December 2014
International Trade Administration January 2014 - May 2014
The Stern Group June 2013 - October 2013
SLA September 2012 - February 2013
National Securities May 2011 - July 2011
Skills
Microsoft Office, International Relations, Economics, Politics, Data Analysis, Research, International Economics, Policy Analysis, Policy, Political Risk Analysis, PowerPoint, Stata, Macroeconomics, Public Speaking, Statistics, Public Policy
Education
American University 2013 — 2014
Master of Arts in International Affairs, International Economics
University of Virginia 2008 — 2012
Bachelor of Arts (B.A.), Foreign Affairs and Economics
Graduate Institute of International and Development Studies
Isaac Husseini Isaac Husseini's National Securities Experience February 2011 - September 2011
Job Compliance Examiner with Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority April 2014 - Present
Oved Apparel March 2013 - March 2014
Adidas October 2012 - December 2012
Saudi Aerospace Engineering Industries December 2011 - January 2012
National Securities February 2011 - September 2011
Dicks Sporting Goods July 2010 - January 2011
Guess? October 2009 - December 2009
Skills
Team player, Listening Skills, People Skills, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Social Networking, Access, Critical Thinking, Facebook, Outlook, Accounting, Time Management, Analysis, Retail, Market Research, Accounts Payable, Sales, Research, Training, Social Media, Editing, Financial Analysis, Management, Microsoft Word, Business Planning, Inventory Management, Team Leadership, Event Planning, Finance, Data Entry, Budgets
Education
Fairleigh Dickinson University 2008 — 2012
2012, Business Management, Entrepreneurial Studies
Monsignor Farrell High School 2004 — 2008
High School Diploma
Financial Industry Regulatory Authority April 2014 - Present
Oved Apparel March 2013 - March 2014
Adidas October 2012 - December 2012
Saudi Aerospace Engineering Industries December 2011 - January 2012
National Securities February 2011 - September 2011
Dicks Sporting Goods July 2010 - January 2011
Guess? October 2009 - December 2009
Skills
Team player, Listening Skills, People Skills, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Social Networking, Access, Critical Thinking, Facebook, Outlook, Accounting, Time Management, Analysis, Retail, Market Research, Accounts Payable, Sales, Research, Training, Social Media, Editing, Financial Analysis, Management, Microsoft Word, Business Planning, Inventory Management, Team Leadership, Event Planning, Finance, Data Entry, Budgets
Education
Fairleigh Dickinson University 2008 — 2012
2012, Business Management, Entrepreneurial Studies
Monsignor Farrell High School 2004 — 2008
High School Diploma
Annette Cassella's National Securities Experience April 2006 - Present
Job Registered Sales Assistant
Industry Financial Services
Experience
National Securities April 2006 - Present
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Securities, Equities, FINRA, Asset Allocation, Wealth Management, Series 65, Series 24, ETFs, Alternative Investments, Bloomberg, Bonds, Options, Stocks, Client Services
Education
New York Law School 2014 — 2017
City University of New York-College of Staten Island 2004 — 2011
BS, Economics: Finance
National Securities April 2006 - Present
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Securities, Equities, FINRA, Asset Allocation, Wealth Management, Series 65, Series 24, ETFs, Alternative Investments, Bloomberg, Bonds, Options, Stocks, Client Services
Education
New York Law School 2014 — 2017
City University of New York-College of Staten Island 2004 — 2011
BS, Economics: Finance
Sarang Ahuja Sarang Ahuja's National Securities Experience November 2008 - August 2010
Job Principal Analyst Wholesale Operations at Constellation
Industry Utilities
Experience
Constellation November 2014 - Present
Constellation January 2012 - November 2014
NextEra Energy Resources August 2010 - July 2011
National Securities November 2008 - August 2010
Brookstreet Securities / National Securities May 2002 - November 2008
UBS (PAINE WEBBER, INC January 1998 - January 1999
Skills
Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Competitive Analysis, Management, Trading, Finance, Investments, Sales, Analysis, Project Management, Analytics, Forecasting, Pricing, Options
Education
UNIVERSITY OF FLORIDA - Warrington College of Business Administration 2005 — 2006
Master of Science, Finance
Florida State University 1999 — 2002
Bachelor of Science, Finance
Constellation November 2014 - Present
Constellation January 2012 - November 2014
NextEra Energy Resources August 2010 - July 2011
National Securities November 2008 - August 2010
Brookstreet Securities / National Securities May 2002 - November 2008
UBS (PAINE WEBBER, INC January 1998 - January 1999
Skills
Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Competitive Analysis, Management, Trading, Finance, Investments, Sales, Analysis, Project Management, Analytics, Forecasting, Pricing, Options
Education
UNIVERSITY OF FLORIDA - Warrington College of Business Administration 2005 — 2006
Master of Science, Finance
Florida State University 1999 — 2002
Bachelor of Science, Finance
Joanna Yang Joanna Yang's National Securities Experience March 2014 - June 2014
Job Student at City University of New YorkBaruch College
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
National Securities March 2014 - June 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, HTML, Social Media, Pdf, Teamwork, Photoshop, Research, Event Planning, Customer Service
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Investments, 3.56
Macaulay Honors College 2011 — 2015
Southwestern University of Finance and Economics 2013 — 2014
Study Abroad
Morgan Stanley December 2014 - Present
National Securities March 2014 - June 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, HTML, Social Media, Pdf, Teamwork, Photoshop, Research, Event Planning, Customer Service
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Investments, 3.56
Macaulay Honors College 2011 — 2015
Southwestern University of Finance and Economics 2013 — 2014
Study Abroad
Shaikh Hasan's National Securities Experience June 2013 - August 2013
Job Fund Administrator at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
4CAST August 2013 - October 2014
National Securities June 2013 - August 2013
AIESEC January 2012 - December 2012
Embaixadores Globais June 2012 - August 2012
Gap Inc. August 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Budgets, Strategic Planning, Project Planning, Sales, Teamwork, Analysis, Finance, Financial Analysis
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration, Finance
State Street October 2014 - Present
4CAST August 2013 - October 2014
National Securities June 2013 - August 2013
AIESEC January 2012 - December 2012
Embaixadores Globais June 2012 - August 2012
Gap Inc. August 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Public Speaking, Budgets, Strategic Planning, Project Planning, Sales, Teamwork, Analysis, Finance, Financial Analysis
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration, Finance
Dan Grossbaum Dan Grossbaum's National Securities Experience October 2011 - January 2013
Job Summer Associate at White & Case LLP
Industry Law Practice
Experience
White & Case LLP September 2015 - Present
Ethical Equations September 2012 - September 2015
White & Case LLP May 2015 - July 2015
FDIC, New York Branch September 2014 - December 2014
Chambers of the Honorable Melvin L. Schweitzer, N.Y. State Supreme Court Commercial Division June 2014 - August 2014
Black Bear Lake Camp May 2010 - August 2014
HomeGoods September 2008 - August 2014
Briar Hill Day Camp April 2003 - April 2013
National Securities October 2011 - January 2013
Skills
Microsoft Office, Adobe, Facebook, Leadership, Event Planning, Market Research, Social Networking, Lexis, Westlaw, Legal Research, Legal Writing, Public Speaking, Microsoft Excel
Education
New York University 2013 — 2016
Doctor of Law (J.D.)
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Business Administration, cum laude
White & Case LLP September 2015 - Present
Ethical Equations September 2012 - September 2015
White & Case LLP May 2015 - July 2015
FDIC, New York Branch September 2014 - December 2014
Chambers of the Honorable Melvin L. Schweitzer, N.Y. State Supreme Court Commercial Division June 2014 - August 2014
Black Bear Lake Camp May 2010 - August 2014
HomeGoods September 2008 - August 2014
Briar Hill Day Camp April 2003 - April 2013
National Securities October 2011 - January 2013
Skills
Microsoft Office, Adobe, Facebook, Leadership, Event Planning, Market Research, Social Networking, Lexis, Westlaw, Legal Research, Legal Writing, Public Speaking, Microsoft Excel
Education
New York University 2013 — 2016
Doctor of Law (J.D.)
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Business Administration, cum laude
Dorian Key's National Securities Experience June 2013 - Present
Job Investment Banking Analyst at National Securities
Industry Investment Banking
Experience
National Securities June 2013 - Present
Milestone Advisors August 2012 - December 2012
Oppenheimer & Co. May 2012 - August 2012
Imperial College London 2011 - 2012
Siebert Brandford Shank Co., LLC. October 2011 - December 2011
Blue Heron Capital May 2011 - September 2011
Kogod Finance Group August 2009 - May 2010
Skills
Bloomberg, Thompson One, Microsoft Excel, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investment Banking, Corporate Finance, DCF, Due Diligence, Capital IQ, Equities, Economics, Equity Research, Equity Valuation, Capital Markets, Private Equity, Equity Capital Markets
Education
American University - Kogod School of Business 2008 — 2012
Bachelor of Science (BS), Finance; International Business (Emerging Markets)
Imperial College London
Exchange Student
National Securities June 2013 - Present
Milestone Advisors August 2012 - December 2012
Oppenheimer & Co. May 2012 - August 2012
Imperial College London 2011 - 2012
Siebert Brandford Shank Co., LLC. October 2011 - December 2011
Blue Heron Capital May 2011 - September 2011
Kogod Finance Group August 2009 - May 2010
Skills
Bloomberg, Thompson One, Microsoft Excel, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investment Banking, Corporate Finance, DCF, Due Diligence, Capital IQ, Equities, Economics, Equity Research, Equity Valuation, Capital Markets, Private Equity, Equity Capital Markets
Education
American University - Kogod School of Business 2008 — 2012
Bachelor of Science (BS), Finance; International Business (Emerging Markets)
Imperial College London
Exchange Student
Handy Handy Handy Handy's National Securities Experience October 2013 - September 2014
Job Graduate Student at Pace University
Industry Accounting
Experience
National Securities October 2013 - September 2014
Neppo Chemicals June 2013 - August 2013
Skills
MS Excel Pivot Tables, StatTools, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Management, Accounting, Leadership, Strategic Planning, Research, Public Speaking, Budgets, Project Management
Education
Pace University - Lubin School of Business 2014 — 2015
Master of Science (MS), Account
Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Middlesex County College 2009 — 2011
Associate's degree, Liberal Arts Business
National Securities October 2013 - September 2014
Neppo Chemicals June 2013 - August 2013
Skills
MS Excel Pivot Tables, StatTools, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Management, Accounting, Leadership, Strategic Planning, Research, Public Speaking, Budgets, Project Management
Education
Pace University - Lubin School of Business 2014 — 2015
Master of Science (MS), Account
Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Middlesex County College 2009 — 2011
Associate's degree, Liberal Arts Business
Jarold Izquierdo Jarold Izquierdo's National Securities Experience July 2013 - March 2014
Job Securities Technician at Mitsubishi UFJ Trust & Banking Corporation
Industry Financial Services
Experience
Mitsubishi UFJ Trust & Banking Corporation August 2014 - Present
National Securities July 2013 - March 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English
Education
Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Mitsubishi UFJ Trust & Banking Corporation August 2014 - Present
National Securities July 2013 - March 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English
Education
Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Adam S. Weinstein Adam S. Weinstein's National Securities Experience October 2008 - October 2012
Job Ambre Financial, mktg.
Industry Investment Management
Experience
Ambre Financial/AMERITAS INVESTMENT CORP April 2013 - July 2013
National Securities October 2008 - October 2012
First Charter Capital Management LLC January 2005 - January 2007
National Securities January 2000 - January 2004
Agean Group January 1999 - January 2000
Metro New York Area February 1996 - January 1998
Fort Bliss-Business Concept January 1995 - January 1996
The Sweatshop @ Hoboken July 1993 - December 1994
Skills
Series 7, Equities, Hedge Funds, Trading, Series 63, Alternative Investments, Asset Managment, Portfolio Management, Fixed Income, Wealth Management, Bonds, Bloomberg, Securities, Investment Strategies, Private Equity, Asset Allocation, Series 62, Asset Management, Mutual Funds, Financial Services, Finance, Valuation, Investments, Risk Management, Financial Risk, Investment Advisory, Uniform Combined State..., Retirement Planning, FINRA, Strategic Financial..., Investment Banking, Capital Markets, Equity Trading, Financial Markets, Financial Advisory, ETFs, Retirement
Education
Brookdale Community College 1991 — 1993
AA Liberal Arts
University of South Florida 1989 — 1991
Marketing
Manalapan High School 1985 — 1989
Ambre Financial/AMERITAS INVESTMENT CORP April 2013 - July 2013
National Securities October 2008 - October 2012
First Charter Capital Management LLC January 2005 - January 2007
National Securities January 2000 - January 2004
Agean Group January 1999 - January 2000
Metro New York Area February 1996 - January 1998
Fort Bliss-Business Concept January 1995 - January 1996
The Sweatshop @ Hoboken July 1993 - December 1994
Skills
Series 7, Equities, Hedge Funds, Trading, Series 63, Alternative Investments, Asset Managment, Portfolio Management, Fixed Income, Wealth Management, Bonds, Bloomberg, Securities, Investment Strategies, Private Equity, Asset Allocation, Series 62, Asset Management, Mutual Funds, Financial Services, Finance, Valuation, Investments, Risk Management, Financial Risk, Investment Advisory, Uniform Combined State..., Retirement Planning, FINRA, Strategic Financial..., Investment Banking, Capital Markets, Equity Trading, Financial Markets, Financial Advisory, ETFs, Retirement
Education
Brookdale Community College 1991 — 1993
AA Liberal Arts
University of South Florida 1989 — 1991
Marketing
Manalapan High School 1985 — 1989
Terje Reedy Terje Reedy's National Securities Experience December 2001 - January 2004
Job Sr. Financial Analyst Supply Chain at Walgreens
Industry Retail
Experience
Walgreens September 2013 - Present
Walgreens October 2009 - September 2013
Walgreens April 2007 - October 2009
Wayne Hummer Asset Management January 2004 - April 2007
National Securities December 2001 - January 2004
The Mark Travel Corporation October 2000 - September 2001
Strong Investments November 1999 - October 2000
Skills
Financial Analysis, Forecasting, Pricing, Budgets, Portfolio Management, Microsoft Excel, Business Strategy, Valuation, Sales, Inventory Management, Teamwork, Sales Operations, Bank Reconciliation, Investment Management, Movex, NPV, Russian, Capex, Liaison, Bookkeeping, Wedding Planning, Event Planning, Weddings, Coordinating Events, Events
Education
Concordia University-Wisconsin 1997 — 2000
M.B.A; B.A
Walgreens September 2013 - Present
Walgreens October 2009 - September 2013
Walgreens April 2007 - October 2009
Wayne Hummer Asset Management January 2004 - April 2007
National Securities December 2001 - January 2004
The Mark Travel Corporation October 2000 - September 2001
Strong Investments November 1999 - October 2000
Skills
Financial Analysis, Forecasting, Pricing, Budgets, Portfolio Management, Microsoft Excel, Business Strategy, Valuation, Sales, Inventory Management, Teamwork, Sales Operations, Bank Reconciliation, Investment Management, Movex, NPV, Russian, Capex, Liaison, Bookkeeping, Wedding Planning, Event Planning, Weddings, Coordinating Events, Events
Education
Concordia University-Wisconsin 1997 — 2000
M.B.A; B.A
Jacob Decter's National Securities Experience June 2011 - August 2011
Job Strategic Planning Associate M&A at AmTrust Financial Services, Inc. (AFSI)
Industry Financial Services
Experience
AmTrust Financial Services, Inc. (AFSI) May 2015 - Present
AmTrust Financial Services, Inc. (AFSI) June 2014 - May 2015
Guggenheim Partners July 2012 - June 2014
Alpha Epsilon Pi - Beta Nu Chapter January 2010 - January 2012
National Securities June 2011 - August 2011
Skills
Financial Modeling, Finance, Investment Banking, Equity Research, Bloomberg, Leadership, Valuation, Accounting, Equities, Capital Markets, Financial Analysis, Hedge Funds, Fundraising, Due Diligence, Corporate Finance, Private Equity, Fixed Income, PowerPoint, Bloomberg Terminal, Mergers & Acquisitions, Economics, Series 7, M&A Modeling, TMT, Alternative Investments, Credit Analysis, Derivatives, Bonds, Investments, Trading, Securities, Microsoft Excel, Emerging Markets, Structured Finance, Venture Capital, Portfolio Management, Asset Management, Financial Markets, Microsoft Office
Education
Binghamton University 2009 — 2012
B.S., Accounting - Summa Cum Laude (3 Years)
AmTrust Financial Services, Inc. (AFSI) May 2015 - Present
AmTrust Financial Services, Inc. (AFSI) June 2014 - May 2015
Guggenheim Partners July 2012 - June 2014
Alpha Epsilon Pi - Beta Nu Chapter January 2010 - January 2012
National Securities June 2011 - August 2011
Skills
Financial Modeling, Finance, Investment Banking, Equity Research, Bloomberg, Leadership, Valuation, Accounting, Equities, Capital Markets, Financial Analysis, Hedge Funds, Fundraising, Due Diligence, Corporate Finance, Private Equity, Fixed Income, PowerPoint, Bloomberg Terminal, Mergers & Acquisitions, Economics, Series 7, M&A Modeling, TMT, Alternative Investments, Credit Analysis, Derivatives, Bonds, Investments, Trading, Securities, Microsoft Excel, Emerging Markets, Structured Finance, Venture Capital, Portfolio Management, Asset Management, Financial Markets, Microsoft Office
Education
Binghamton University 2009 — 2012
B.S., Accounting - Summa Cum Laude (3 Years)
Tapan Sheth Tapan Sheth's National Securities Experience November 2002 - July 2004
Job Director Derivatives Project Group at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2011 - Present
UBS Investment Bank July 2007 - June 2011
Avalon Group Ltd September 2006 - July 2007
GunnAllen Financial July 2004 - November 2005
National Securities November 2002 - July 2004
Skills
Equities, Derivatives, Capital Markets, Investment Banking, Equity Derivatives, Finance, Financial Analysis, Structured Products, Options, Trading Systems, Prime Brokerage, Hedge Funds, Swaps, Valuation, Middle Office
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Arya Vidya Mandir (Juhu)
Purdue University - Krannert School of Management
BS, Finance and MIS
Morgan Stanley June 2011 - Present
UBS Investment Bank July 2007 - June 2011
Avalon Group Ltd September 2006 - July 2007
GunnAllen Financial July 2004 - November 2005
National Securities November 2002 - July 2004
Skills
Equities, Derivatives, Capital Markets, Investment Banking, Equity Derivatives, Finance, Financial Analysis, Structured Products, Options, Trading Systems, Prime Brokerage, Hedge Funds, Swaps, Valuation, Middle Office
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance
Arya Vidya Mandir (Juhu)
Purdue University - Krannert School of Management
BS, Finance and MIS
Kerry Coleman Kerry Coleman's National Securities Experience March 2014 - Present
Job Investment Specialist at National Securities
Industry Financial Services
Experience
National Securities March 2014 - Present
Charles Morgan Securities March 2011 - March 2012
Seaboard Securities March 2010 - September 2010
JPMorgan Chase September 2008 - July 2009
Perrin, Holden, and Davenport Capital October 2005 - August 2008
Skills
Portfolio Management, Investments, Financial Services, Wealth Management, Investment Banking, Risk Management, Strategic Financial..., Due Diligence, Strategy, Management, Finance, Financial Advisory, Mutual Funds, Business Development, Financial Planning, Securities, Alternative Investments, Equities
Education
Georgetown University 1991 — 1995
National Securities March 2014 - Present
Charles Morgan Securities March 2011 - March 2012
Seaboard Securities March 2010 - September 2010
JPMorgan Chase September 2008 - July 2009
Perrin, Holden, and Davenport Capital October 2005 - August 2008
Skills
Portfolio Management, Investments, Financial Services, Wealth Management, Investment Banking, Risk Management, Strategic Financial..., Due Diligence, Strategy, Management, Finance, Financial Advisory, Mutual Funds, Business Development, Financial Planning, Securities, Alternative Investments, Equities
Education
Georgetown University 1991 — 1995
Maceo Lofton Maceo Lofton's National Securities Experience April 2012 - August 2012
Job Sales Professional at Saks Fifth Avenue
Industry Marketing and Advertising
Experience
Ralph Lauren Black Label in Saks Fifth Avenue August 2015 - Present
Saks Fifth Avenue April 2015 - August 2015
AKOO Clothing Brand September 2014 - June 2015
Converse August 2012 - May 2015
Urban Outfitters November 2009 - May 2013
National Securities April 2012 - August 2012
The Fresh Air Fund June 2009 - August 2009
Skills
Fashion, Communication, Organizational..., Visual Merchandising, Apparel, Merchandising, Styling, Retail, Trend Analysis, Fashion Design, Trend, Retail Sales, Store Management, Sales, Social Media, Facebook, Textiles, Illustrator, Customer Service, Leadership, Marketing, Teamwork, Microsoft Word, Social Networking
Education
City University of New York-Baruch College 2011 — 2015
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, Senior
CUNY New York City College of Technology 2008 — 2011
Associate of Arts and Sciences (AAS), Marketing Management and Sales
Ralph Lauren Black Label in Saks Fifth Avenue August 2015 - Present
Saks Fifth Avenue April 2015 - August 2015
AKOO Clothing Brand September 2014 - June 2015
Converse August 2012 - May 2015
Urban Outfitters November 2009 - May 2013
National Securities April 2012 - August 2012
The Fresh Air Fund June 2009 - August 2009
Skills
Fashion, Communication, Organizational..., Visual Merchandising, Apparel, Merchandising, Styling, Retail, Trend Analysis, Fashion Design, Trend, Retail Sales, Store Management, Sales, Social Media, Facebook, Textiles, Illustrator, Customer Service, Leadership, Marketing, Teamwork, Microsoft Word, Social Networking
Education
City University of New York-Baruch College 2011 — 2015
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, Senior
CUNY New York City College of Technology 2008 — 2011
Associate of Arts and Sciences (AAS), Marketing Management and Sales
Jonaith Reja's National Securities Experience September 2010 - January 2011
Job Patient Access Service Operations Supervisor at North ShoreLIJ Health System
Industry Government Administration
Experience
North Shore-LIJ Health System March 2013 - Present
Kaplan 2012 - 2013
National Securities September 2010 - January 2011
MAXIMUS January 2010 - September 2010
MAXIMUS February 2009 - September 2010
SD&A Teleservices, Inc. October 2006 - January 2009
Staples Business Advantage March 2006 - September 2006
Skills
Management, Data Entry, Sales, Research, Proposal Writing, Quality Assurance, Databases, Creative Direction, Cold Calling, Public Speaking, Social Media Marketing, Social Media, Training, Microsoft Excel, Customer Service, Microsoft Office, Leadership, Data Analysis, Leadership Development, Strategic Thinking, Staff Development, Employee Database..., Kronos Timekeeping, Outlook
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
BA, Corporate Communication
North Shore-LIJ Health System March 2013 - Present
Kaplan 2012 - 2013
National Securities September 2010 - January 2011
MAXIMUS January 2010 - September 2010
MAXIMUS February 2009 - September 2010
SD&A Teleservices, Inc. October 2006 - January 2009
Staples Business Advantage March 2006 - September 2006
Skills
Management, Data Entry, Sales, Research, Proposal Writing, Quality Assurance, Databases, Creative Direction, Cold Calling, Public Speaking, Social Media Marketing, Social Media, Training, Microsoft Excel, Customer Service, Microsoft Office, Leadership, Data Analysis, Leadership Development, Strategic Thinking, Staff Development, Employee Database..., Kronos Timekeeping, Outlook
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
BA, Corporate Communication
Kevin Trochez's National Securities Experience April 2014 - August 2014
Job Industrials & Natural Resources Analyst at Baruch Investment Management Group
Industry Financial Services
Experience
Baruch Investment Management Group September 2015 - Present
MetLife June 2015 - September 2015
National Securities April 2014 - August 2014
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2017
Bachelor of Business Administration (B.B.A.), Finance
Aviation High School 2007 — 2012
Aircraft Maintenance Technician
Baruch Investment Management Group September 2015 - Present
MetLife June 2015 - September 2015
National Securities April 2014 - August 2014
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2017
Bachelor of Business Administration (B.B.A.), Finance
Aviation High School 2007 — 2012
Aircraft Maintenance Technician
Jaskaran Singh's National Securities Experience May 2011 - August 2011
Job Ops Intermediate Fund Transfer Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman September 2013 - March 2015
Enterprise Holdings Inc. June 2012 - August 2012
National Securities May 2011 - August 2011
Lakeshore Learning Store June 2010 - August 2010
Sun-Tech Construction Corporation June 2005 - August 2010
Skills
Microsoft Office, Foreign Languages, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Advertising, Market Research, Access, Spanish, Social Media, Sales, English, Research, Management, Outlook, Data Analysis, Marketing, Portfolio Management, Finance, Economics, Accounting
Education
Boston University 2009 — 2013
Business Administration, Finance, Law, Psychology
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration
Herricks High School 2005 — 2009
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman September 2013 - March 2015
Enterprise Holdings Inc. June 2012 - August 2012
National Securities May 2011 - August 2011
Lakeshore Learning Store June 2010 - August 2010
Sun-Tech Construction Corporation June 2005 - August 2010
Skills
Microsoft Office, Foreign Languages, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Advertising, Market Research, Access, Spanish, Social Media, Sales, English, Research, Management, Outlook, Data Analysis, Marketing, Portfolio Management, Finance, Economics, Accounting
Education
Boston University 2009 — 2013
Business Administration, Finance, Law, Psychology
Boston University - School of Management 2009 — 2013
Bachelor of Science, Business Administration
Herricks High School 2005 — 2009
Kandi Hebert Kandi Hebert's National Securities Experience October 2004 - January 2008
Job HR
Industry Human Resources
Experience
Joe's Landscaping Supplies November 2005 - Present
Hebert Sundries November 1993 - Present
National Securities October 2004 - January 2008
TownePlace Suites by Marriott September 2002 - July 2004
CH2M HILL December 2000 - September 2002
Skills
Team Building, Microsoft Excel, Microsoft Office, Process Scheduler, Administrative..., Data Entry, Customer Service, Event Planning, Public Speaking, Human Resources, Training, Microsoft Word
Education
Eastern Washington University 1988 — 1993
BA, Communication Studies/Business Management
Joe's Landscaping Supplies November 2005 - Present
Hebert Sundries November 1993 - Present
National Securities October 2004 - January 2008
TownePlace Suites by Marriott September 2002 - July 2004
CH2M HILL December 2000 - September 2002
Skills
Team Building, Microsoft Excel, Microsoft Office, Process Scheduler, Administrative..., Data Entry, Customer Service, Event Planning, Public Speaking, Human Resources, Training, Microsoft Word
Education
Eastern Washington University 1988 — 1993
BA, Communication Studies/Business Management
Ray Anthony Ray Anthony's National Securities Experience May 2008 - Present
Job It always comes back around.
Industry Financial Services
Experience
National Securities May 2008 - Present
First Republic Group October 2002 - February 2008
Skills
Sales, Forecasting,..., Investments, Securities, Strategy, Training, Trading, Real Estate, Series 7, Series 63, Equities, Wealth Management, Mutual Funds, Bloomberg, Customer Service, Forecasting, Portfolio Management, Alternative Investments, Bonds, Asset Allocation, Fixed Income, Financial Markets, Equity Research, Valuation, Retirement Planning, Investment Banking, Corporate Finance, Private Equity, Due Diligence, Venture Capital, Relationship Management, IPO, Private Placements, Wealth Management..., Client Services, Bloomberg Terminal, Retirement, IRAs, Equity Trading, Asset Management, Options, Trading Strategies, Financial Analysis, Structured Finance, 401k Rollovers, Investor Relations, Investment Advisory, FINRA, Hedge Funds, Stocks, ETFs
Education
City University of New York-Hunter College 1999 — 2003
National Securities May 2008 - Present
First Republic Group October 2002 - February 2008
Skills
Sales, Forecasting,..., Investments, Securities, Strategy, Training, Trading, Real Estate, Series 7, Series 63, Equities, Wealth Management, Mutual Funds, Bloomberg, Customer Service, Forecasting, Portfolio Management, Alternative Investments, Bonds, Asset Allocation, Fixed Income, Financial Markets, Equity Research, Valuation, Retirement Planning, Investment Banking, Corporate Finance, Private Equity, Due Diligence, Venture Capital, Relationship Management, IPO, Private Placements, Wealth Management..., Client Services, Bloomberg Terminal, Retirement, IRAs, Equity Trading, Asset Management, Options, Trading Strategies, Financial Analysis, Structured Finance, 401k Rollovers, Investor Relations, Investment Advisory, FINRA, Hedge Funds, Stocks, ETFs
Education
City University of New York-Hunter College 1999 — 2003
Bryan Abdelnoor's National Securities Experience January 2005 - August 2005
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2013 - Present
Merrill Lynch January 2012 - June 2013
UBS December 2008 - December 2011
JPMorgan Chase February 2007 - November 2008
Bond New York Real Estate October 2005 - January 2007
National Securities January 2005 - August 2005
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income, Series 63, Retirement, Financial Services, Fixed Annuities, Financial Advisory, Finance, FINRA, Loans, Management, Sales, Wealth Management..., CRM, ETFs, Real Estate Economics, Securities, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Management, Relationship Management
Education
NYU School of Professional Studies 2014 — 2016
Certificate in Financial Planning
Fordham University 2000 — 2004
Bachelors, Political Science, Economics
Fort Hamilton High School 1996 — 2000
TD Ameritrade June 2013 - Present
Merrill Lynch January 2012 - June 2013
UBS December 2008 - December 2011
JPMorgan Chase February 2007 - November 2008
Bond New York Real Estate October 2005 - January 2007
National Securities January 2005 - August 2005
Skills
Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Equities, Fixed Income, Series 63, Retirement, Financial Services, Fixed Annuities, Financial Advisory, Finance, FINRA, Loans, Management, Sales, Wealth Management..., CRM, ETFs, Real Estate Economics, Securities, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Management, Relationship Management
Education
NYU School of Professional Studies 2014 — 2016
Certificate in Financial Planning
Fordham University 2000 — 2004
Bachelors, Political Science, Economics
Fort Hamilton High School 1996 — 2000
Daniel Kao Daniel Kao's National Securities Experience June 2011 - August 2011
Job Launch at DoorDash
Industry Internet
Experience
DoorDash April 2015 - Present
Square August 2014 - April 2015
Open Canal Inc. June 2013 - May 2014
New York University August 2012 - May 2014
New York University January 2011 - May 2014
Wells Fargo Advisors September 2011 - December 2011
National Securities June 2011 - August 2011
Witter Asset Management February 2011 - May 2011
Skills
Public Speaking, Entrepreneurship, Team Leadership, PowerPoint, Idea Generation, Management
Education
New York University - Leonard N. Stern School of Business
Bachelor's, Management, Social Entrepreneurship
East China Normal University
Study Abroad, Chinese Language, Marketing, US-China Politics, Management
DoorDash April 2015 - Present
Square August 2014 - April 2015
Open Canal Inc. June 2013 - May 2014
New York University August 2012 - May 2014
New York University January 2011 - May 2014
Wells Fargo Advisors September 2011 - December 2011
National Securities June 2011 - August 2011
Witter Asset Management February 2011 - May 2011
Skills
Public Speaking, Entrepreneurship, Team Leadership, PowerPoint, Idea Generation, Management
Education
New York University - Leonard N. Stern School of Business
Bachelor's, Management, Social Entrepreneurship
East China Normal University
Study Abroad, Chinese Language, Marketing, US-China Politics, Management
Eugene Kaplun Eugene Kaplun's National Securities Experience October 2010 - December 2010
Job Senior Underwriting Assistant at ACE Group
Industry Insurance
Experience
ACE Group July 2014 - Present
Morstan General Agency August 2011 - July 2014
National Securities October 2010 - December 2010
Surprise Lake Camp June 2008 - August 2010
Astoria Federal Savings December 2008 - May 2009
Skills
Credit, Investments, Customer Service, Microsoft Excel, Social Media, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Fundraising, Sales, Research, Leadership, Management, Risk Management
Education
Brooklyn College/CUNY 2006 — 2010
Bachelor of Science, Business, Management and Finance
City University of New York-Brooklyn College 2006 — 2010
Bachelor of Science (B.S.), Business/Managerial Economics
ACE Group July 2014 - Present
Morstan General Agency August 2011 - July 2014
National Securities October 2010 - December 2010
Surprise Lake Camp June 2008 - August 2010
Astoria Federal Savings December 2008 - May 2009
Skills
Credit, Investments, Customer Service, Microsoft Excel, Social Media, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Fundraising, Sales, Research, Leadership, Management, Risk Management
Education
Brooklyn College/CUNY 2006 — 2010
Bachelor of Science, Business, Management and Finance
City University of New York-Brooklyn College 2006 — 2010
Bachelor of Science (B.S.), Business/Managerial Economics
Geanne Singh, M.S.'s National Securities Experience May 2013 - September 2014
Job HR Advisor at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters September 2014 - Present
National Securities May 2013 - September 2014
National Securities January 2010 - May 2013
Enhanced Customer Care Solutions May 2007 - December 2009
Skills
Operations Management, Human Resource Planning, Strategic Financial..., Investment Compliance, Staff Recruitment,..., Due Diligence, NYS Notary Public, Aviation, Mentoring and Motivation, Sales, Event Planning, Human Resources, Recruiting, Financial Analysis, Talent Acquisition, Management, Succession Planning, Personnel Management, Onboarding, Deferred Compensation, Employee Benefits, Training, New Hire Orientations, Payroll, Workforce Planning, Microsoft Office, Employee Engagement, Employee Relations
Education
New York Institute of Technology-Old Westbury 2010 — 2012
Master of Science (MS)
Farmingdale State University of New York 2006 — 2009
Bachelor of Science (BS)
Thomson Reuters September 2014 - Present
National Securities May 2013 - September 2014
National Securities January 2010 - May 2013
Enhanced Customer Care Solutions May 2007 - December 2009
Skills
Operations Management, Human Resource Planning, Strategic Financial..., Investment Compliance, Staff Recruitment,..., Due Diligence, NYS Notary Public, Aviation, Mentoring and Motivation, Sales, Event Planning, Human Resources, Recruiting, Financial Analysis, Talent Acquisition, Management, Succession Planning, Personnel Management, Onboarding, Deferred Compensation, Employee Benefits, Training, New Hire Orientations, Payroll, Workforce Planning, Microsoft Office, Employee Engagement, Employee Relations
Education
New York Institute of Technology-Old Westbury 2010 — 2012
Master of Science (MS)
Farmingdale State University of New York 2006 — 2009
Bachelor of Science (BS)
Bryan Lopez Bryan Lopez's National Securities Experience September 2014 - Present
Job Concordia UniversityRiver Forest
Industry Management Consulting
Experience
National Securities September 2014 - Present
Platinum Home Mortgage (NMLS ID #13589) January 2014 - September 2014
NewDay USA June 2013 - December 2013
American Mail N Parcel March 2009 - June 2012
Lagattuta and Degrazia March 2009 - August 2009
Skills
Customer Service, PowerPoint, Sales, Teamwork, Bilingual, Microsoft Office, Microsoft Word, Microsoft Excel, Photoshop, Social Media, Research, Public Speaking, Event Planning, Outlook, Spanish, Mortgage Banking, Series 7, Mutual Funds, Investment Management, Investments, Municipal Bonds, Convertible Bonds, High Yield Bonds, Stock Trading, Options Strategies, Retirement Planning, Loans
Education
Concordia University-River Forest 2009 — 2013
Bachelor of Arts (B.A.), Business Management and Bachelor of Arts in Political Science, 3.5
National Securities September 2014 - Present
Platinum Home Mortgage (NMLS ID #13589) January 2014 - September 2014
NewDay USA June 2013 - December 2013
American Mail N Parcel March 2009 - June 2012
Lagattuta and Degrazia March 2009 - August 2009
Skills
Customer Service, PowerPoint, Sales, Teamwork, Bilingual, Microsoft Office, Microsoft Word, Microsoft Excel, Photoshop, Social Media, Research, Public Speaking, Event Planning, Outlook, Spanish, Mortgage Banking, Series 7, Mutual Funds, Investment Management, Investments, Municipal Bonds, Convertible Bonds, High Yield Bonds, Stock Trading, Options Strategies, Retirement Planning, Loans
Education
Concordia University-River Forest 2009 — 2013
Bachelor of Arts (B.A.), Business Management and Bachelor of Arts in Political Science, 3.5
Dennis Tanner Dennis Tanner's National Securities Experience September 2008 - July 2012
Job Registered Investment Advisor
Industry Financial Services
Experience
LPL Financial August 2012 - Present
National Securities September 2008 - July 2012
vFinance Investments, Inc. June 2001 - July 2012
vFinance Investments, Inc. 2001 - July 2012
PaineWebber February 1990 - July 2001
The New York Times March 1966 - January 1990
Skills
Series 7, 24, 63, 66,..., Investments, Fixed Annuities, Alternative Investments, Insurance, Securities, Wealth Management, FINRA, Retirement, Investment Advisory, Portfolio Management, Due Diligence, Compliance, Annuities
Education
City University of New York-Brooklyn College 1968 — 1971
B.S., Accounting
LPL Financial August 2012 - Present
National Securities September 2008 - July 2012
vFinance Investments, Inc. June 2001 - July 2012
vFinance Investments, Inc. 2001 - July 2012
PaineWebber February 1990 - July 2001
The New York Times March 1966 - January 1990
Skills
Series 7, 24, 63, 66,..., Investments, Fixed Annuities, Alternative Investments, Insurance, Securities, Wealth Management, FINRA, Retirement, Investment Advisory, Portfolio Management, Due Diligence, Compliance, Annuities
Education
City University of New York-Brooklyn College 1968 — 1971
B.S., Accounting
Corbin Godfrey's National Securities Experience July 2012 - February 2013
Job Day Trader
Industry Financial Services
Experience
On Deck Capital, Inc. February 2013 - October 2014
National Securities July 2012 - February 2013
National Business Alliance April 2011 - May 2012
Salt Lake Tribune November 2010 - April 2011
Daily Utah Chronicle August 2009 - April 2011
Skills
Sales, Account Management, Business Development, Financial Analysis, Sales Management, Contract Negotiation, Strategic Partnerships, Management, Leadership, Series 63, Strategy, Sales Process, Entrepreneurship, CRM, Finance
Education
University of Utah 2009 — 2011
Bachelor of Arts (BA), Mass Communication/Media Studies
Colorado Northwestern Community College 2006 — 2008
Associate's degree, Business/Commerce, General
On Deck Capital, Inc. February 2013 - October 2014
National Securities July 2012 - February 2013
National Business Alliance April 2011 - May 2012
Salt Lake Tribune November 2010 - April 2011
Daily Utah Chronicle August 2009 - April 2011
Skills
Sales, Account Management, Business Development, Financial Analysis, Sales Management, Contract Negotiation, Strategic Partnerships, Management, Leadership, Series 63, Strategy, Sales Process, Entrepreneurship, CRM, Finance
Education
University of Utah 2009 — 2011
Bachelor of Arts (BA), Mass Communication/Media Studies
Colorado Northwestern Community College 2006 — 2008
Associate's degree, Business/Commerce, General
Stephanie Montenegro Stephanie Montenegro's National Securities Experience May 2014 - October 2014
Job Student at City University of New York City College
Industry Financial Services
Experience
Aflac August 2015 - Present
Vector Marketing July 2013 - Present
National Securities May 2014 - October 2014
Skills
Sales, Direct Sales, Sales Presentations, Time Management, Sales Operations, Marketing, Customer Service, Retail, Merchandising, Microsoft Word, Microsoft Excel, Microsoft Office, Market Research, Inventory Management, Event Planning, Retail Sales, Telephone Skills, Public Speaking, Cashiering, Spanish, Data Entry, Outlook, Goal Oriented, PowerPoint
Education
City University of New York City College 2013 — 2016
Bachelor of Arts (B.A.), Economics
Aflac August 2015 - Present
Vector Marketing July 2013 - Present
National Securities May 2014 - October 2014
Skills
Sales, Direct Sales, Sales Presentations, Time Management, Sales Operations, Marketing, Customer Service, Retail, Merchandising, Microsoft Word, Microsoft Excel, Microsoft Office, Market Research, Inventory Management, Event Planning, Retail Sales, Telephone Skills, Public Speaking, Cashiering, Spanish, Data Entry, Outlook, Goal Oriented, PowerPoint
Education
City University of New York City College 2013 — 2016
Bachelor of Arts (B.A.), Economics
Jun Jiang's National Securities Experience January 2014 - May 2014
Job Master of Finance Candidate at MIT Sloan School of Management (Class of 2016)
Industry Financial Services
Experience
JPMorgan Chase June 2014 - August 2014
National Securities January 2014 - May 2014
DSA Property Group October 2013 - January 2014
Bank of China July 2013 - August 2013
Standard Chartered Bank July 2013 - August 2013
Uni-President China Holdings LTD. January 2012 - February 2012
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Finance, Bloomberg, Portfolio Management, Corporate Finance, Equities, Capital Markets, Microsoft Excel, Financial Reporting, Economics, Fixed Income, Asset Management, Microsoft Office, PowerPoint
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master's degree, Finance
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance and Investments, GPA: 4.0/4.0
Southwestern University of Finance and Economics 2010 — 2015
Bachelor's degree, Finance, General
JPMorgan Chase June 2014 - August 2014
National Securities January 2014 - May 2014
DSA Property Group October 2013 - January 2014
Bank of China July 2013 - August 2013
Standard Chartered Bank July 2013 - August 2013
Uni-President China Holdings LTD. January 2012 - February 2012
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Finance, Bloomberg, Portfolio Management, Corporate Finance, Equities, Capital Markets, Microsoft Excel, Financial Reporting, Economics, Fixed Income, Asset Management, Microsoft Office, PowerPoint
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master's degree, Finance
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance and Investments, GPA: 4.0/4.0
Southwestern University of Finance and Economics 2010 — 2015
Bachelor's degree, Finance, General
Ali Khan's National Securities Experience 1996 - 1998
Job Director, Business Intelligence and Analytics at Scholastic
Industry Publishing
Experience
Bank of America Merrill Lynch 2011 - 2013
Liquidnet 2007 - 2010
Morgan Stanley 2005 - 2007
IBM 2000 - 2005
Kroll 1998 - 2000
National Securities 1996 - 1998
Skills
Business Intelligence, Data Warehousing, Databases, Agile Methodologies, Enterprise Architecture, ETL, Data Modeling, SDLC, Software Development, Scrum, DB2, Microsoft SQL Server, Informatica, Reference Data, Business Analysis, IT Strategy, Oracle, MySQL, Sybase, Data Integration, Data Quality, Teradata, Cognos, SQL, Software Project..., PL/SQL, Database Engineering, Database Design, Performance Tuning, Linux, Unix, Big Data, Agile Project Management, SOA, Strategy, Kanban, Offshore Software..., SQL Server, Master Data Management, Analytics, Hadoop, Hive, Lean Thinking, Equity Trading Systems, Scalability, Python, Shell, SAS, R, PHP
Education
Udacity
Coursera
Brunel University London 1992 — 1996
B.Sc. (Hons), Computer Science, Management
Langdon Comprehensive 1990 — 1992
"A" Levels, English Literature, Mathematics, Economics
Bank of America Merrill Lynch 2011 - 2013
Liquidnet 2007 - 2010
Morgan Stanley 2005 - 2007
IBM 2000 - 2005
Kroll 1998 - 2000
National Securities 1996 - 1998
Skills
Business Intelligence, Data Warehousing, Databases, Agile Methodologies, Enterprise Architecture, ETL, Data Modeling, SDLC, Software Development, Scrum, DB2, Microsoft SQL Server, Informatica, Reference Data, Business Analysis, IT Strategy, Oracle, MySQL, Sybase, Data Integration, Data Quality, Teradata, Cognos, SQL, Software Project..., PL/SQL, Database Engineering, Database Design, Performance Tuning, Linux, Unix, Big Data, Agile Project Management, SOA, Strategy, Kanban, Offshore Software..., SQL Server, Master Data Management, Analytics, Hadoop, Hive, Lean Thinking, Equity Trading Systems, Scalability, Python, Shell, SAS, R, PHP
Education
Udacity
Coursera
Brunel University London 1992 — 1996
B.Sc. (Hons), Computer Science, Management
Langdon Comprehensive 1990 — 1992
"A" Levels, English Literature, Mathematics, Economics
Cristina Phipps's National Securities Experience January 2014 - Present
Job International Marketing & Finance
Industry Investment Management
Experience
National Securities January 2014 - Present
Providence Film Group December 2011 - February 2014
18mm Productions 2010 - 2012
Toast Entertainment Group 2010 - 2011
Skills
Customer Service, Marketing, Music Videos, Public Relations, Short Films, Screenwriting, Social Networking, Social Media, Social Media Marketing, Event Management, Entertainment, Event Planning, Microsoft Office, Management, Television, Video Production
Education
Glendale Community College 2013 — 2015
Associate's degree, Business
California State University-Los Angeles
International Marketing and Finance, International Business
Burbank High School
Diploma
National Securities January 2014 - Present
Providence Film Group December 2011 - February 2014
18mm Productions 2010 - 2012
Toast Entertainment Group 2010 - 2011
Skills
Customer Service, Marketing, Music Videos, Public Relations, Short Films, Screenwriting, Social Networking, Social Media, Social Media Marketing, Event Management, Entertainment, Event Planning, Microsoft Office, Management, Television, Video Production
Education
Glendale Community College 2013 — 2015
Associate's degree, Business
California State University-Los Angeles
International Marketing and Finance, International Business
Burbank High School
Diploma
Matthew Shane Matthew Shane's National Securities Experience April 2014 - February 2015
Job Real Estate Investments, High ROI Properties, Commercial Properties, Investor, U.S. Property Investments
Industry Financial Services
Experience
Coldwell Banker Estates February 2014 - Present
Visionary July 2015 - August 2015
Joseph Stone Capital January 2015 - February 2015
National Securities April 2014 - February 2015
Self Employed October 2013 - March 2014
Green Bay Home Improvements May 2009 - December 2012
Skills
Sales, Investments, Real Estate Transactions, Investment Properties, Sales Management, Sales Operations, Team Leadership, Finance, Customer Service, Leadership, Marketing, Negotiation, Process Improvement, Project Management, Training Telemarketers, Real Estate, Motivational Speaking, Sellers, Strategic Planning, Real Estate Development, Investors, Marketing Strategy, Networking, Entrepreneurship, Contract Negotiation, Financial Analysis, Commercial Real Estate, Management, Listings, Portfolio Management, Business Development
Education
Farmingdale State College
Kennedy High School
Coldwell Banker Estates February 2014 - Present
Visionary July 2015 - August 2015
Joseph Stone Capital January 2015 - February 2015
National Securities April 2014 - February 2015
Self Employed October 2013 - March 2014
Green Bay Home Improvements May 2009 - December 2012
Skills
Sales, Investments, Real Estate Transactions, Investment Properties, Sales Management, Sales Operations, Team Leadership, Finance, Customer Service, Leadership, Marketing, Negotiation, Process Improvement, Project Management, Training Telemarketers, Real Estate, Motivational Speaking, Sellers, Strategic Planning, Real Estate Development, Investors, Marketing Strategy, Networking, Entrepreneurship, Contract Negotiation, Financial Analysis, Commercial Real Estate, Management, Listings, Portfolio Management, Business Development
Education
Farmingdale State College
Kennedy High School
Sadman Islam Sadman Islam's National Securities Experience April 2013 - July 2013
Job BA in Economics at City University of New York
Industry Financial Services
Experience
United Commercial Bank Limited September 2014 - August 2015
National Securities April 2013 - July 2013
Goldman Sachs October 2012 - December 2012
Bricklane Group June 2010 - June 2012
As Seen On TV August 2005 - October 2008
Providence Healthcare December 2006 - March 2008
Skills
Time Management, Microsoft Excel, Integrity, Management, Communication, Microsoft Office, Statistical Modeling, Financial Analysis, Probability Theory, Coordinating Events, Event Planning, Applied Probability, Statistical Data..., Entrepreneurial Finance, Creative Strategy, Decision Analysis, Integration, Interactive Marketing, Market Research, Forecasting, Financial Modeling
Education
City University of New York-Queens College 2012 — 2014
Bachelor of Arts (BA), Economics
Borough of Manhattan Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration, Management and Operations
United Commercial Bank Limited September 2014 - August 2015
National Securities April 2013 - July 2013
Goldman Sachs October 2012 - December 2012
Bricklane Group June 2010 - June 2012
As Seen On TV August 2005 - October 2008
Providence Healthcare December 2006 - March 2008
Skills
Time Management, Microsoft Excel, Integrity, Management, Communication, Microsoft Office, Statistical Modeling, Financial Analysis, Probability Theory, Coordinating Events, Event Planning, Applied Probability, Statistical Data..., Entrepreneurial Finance, Creative Strategy, Decision Analysis, Integration, Interactive Marketing, Market Research, Forecasting, Financial Modeling
Education
City University of New York-Queens College 2012 — 2014
Bachelor of Arts (BA), Economics
Borough of Manhattan Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration, Management and Operations
Caleb Sukhu's National Securities Experience September 2005 - September 2006
Job Store Manager Service Manager
Industry Automotive
Experience
Mavis Tire LLC September 2012 - Present
Pep Boys September 2011 - September 2013
Sears Holdings Corporation February 2007 - June 2011
National Securities September 2005 - September 2006
Red hook community justice center January 2004 - June 2005
Skills
Customer Service, Sales, Microsoft Excel, Customer Satisfaction, Management, Microsoft Office, Operations Management, Outlook, Microsoft Word, PowerPoint, Access, Inventory Management, Retail, Strategic Planning, Risk Management, Teamwork, Customer Retention, Team Building, Leadership, Call Center, Telephone Skills, Team Leadership, Process Scheduler, Troubleshooting, Marketing, Merchandising, Process Improvement, Time Management, Training, Public Speaking, Business Analysis, Windows, Financial Analysis, Research, Budgets, Analysis, Salesforce.com, New Business Development, Forecasting, Networking, Software Documentation, Coaching, Project Planning, Project Management, Sales Management, Profit, Purchasing, Account Management, Sales Operations, Employee Relations
Education
CUNY New York City College of Technology 2005 — 2007
Associate of Arts and Sciences (AAS), Business Administration and Management, General
City University of New York 2005 — 2007
BA of Science; AS, Business Administration; Applied Science; Marketing Management
Mavis Tire LLC September 2012 - Present
Pep Boys September 2011 - September 2013
Sears Holdings Corporation February 2007 - June 2011
National Securities September 2005 - September 2006
Red hook community justice center January 2004 - June 2005
Skills
Customer Service, Sales, Microsoft Excel, Customer Satisfaction, Management, Microsoft Office, Operations Management, Outlook, Microsoft Word, PowerPoint, Access, Inventory Management, Retail, Strategic Planning, Risk Management, Teamwork, Customer Retention, Team Building, Leadership, Call Center, Telephone Skills, Team Leadership, Process Scheduler, Troubleshooting, Marketing, Merchandising, Process Improvement, Time Management, Training, Public Speaking, Business Analysis, Windows, Financial Analysis, Research, Budgets, Analysis, Salesforce.com, New Business Development, Forecasting, Networking, Software Documentation, Coaching, Project Planning, Project Management, Sales Management, Profit, Purchasing, Account Management, Sales Operations, Employee Relations
Education
CUNY New York City College of Technology 2005 — 2007
Associate of Arts and Sciences (AAS), Business Administration and Management, General
City University of New York 2005 — 2007
BA of Science; AS, Business Administration; Applied Science; Marketing Management
Paul Bryan Javièr Paul Bryan Javièr's National Securities Experience 2007 - March 2015
Job Advisory at PricewaterhouseCoopers LLP
Industry Management Consulting
Experience
PricewaterhouseCoopers LLP March 2015 - Present
National Securities 2007 - March 2015
National Securities 2004 - 2007
Citigroup 2000 - 2003
Citigroup 1999 - 2000
ESTJ Enterprises 1998 - 2000
Bench 1999 - 1999
Skills
Portfolio Management, Investments, Equities, Fixed Income, Financial Services, Financial Analysis, Risk Management, Alternative Investments, Series 7, Finance, Bloomberg, Team Building, Equity Trading, Asset Allocation, Portfolio Optimization, Options, Market Research, Banking, Relationship Management, Management, Valuation, Capital Markets, Sales, Client Development, Financial Markets, Excel, CRM, Customer Acquisition, Client Communication, Equity Research, Portfolio Construction, MS Office Suite, Asian Markets, Strategy, Application Lifecycle..., Marketing Management, VAR, Economics, Mutual Funds, Public Equity Offerings, Bonds, Monte Carlo Simulation, Salesforce, Microsoft Office
Education
De La Salle University 1996 — 2000
Bachelors in Science in Commerce, Marketing Management
PricewaterhouseCoopers LLP March 2015 - Present
National Securities 2007 - March 2015
National Securities 2004 - 2007
Citigroup 2000 - 2003
Citigroup 1999 - 2000
ESTJ Enterprises 1998 - 2000
Bench 1999 - 1999
Skills
Portfolio Management, Investments, Equities, Fixed Income, Financial Services, Financial Analysis, Risk Management, Alternative Investments, Series 7, Finance, Bloomberg, Team Building, Equity Trading, Asset Allocation, Portfolio Optimization, Options, Market Research, Banking, Relationship Management, Management, Valuation, Capital Markets, Sales, Client Development, Financial Markets, Excel, CRM, Customer Acquisition, Client Communication, Equity Research, Portfolio Construction, MS Office Suite, Asian Markets, Strategy, Application Lifecycle..., Marketing Management, VAR, Economics, Mutual Funds, Public Equity Offerings, Bonds, Monte Carlo Simulation, Salesforce, Microsoft Office
Education
De La Salle University 1996 — 2000
Bachelors in Science in Commerce, Marketing Management
Daniel Sabo Daniel Sabo's National Securities Experience September 2005 - July 2009
Job PresidentAdministrator at Instacare Home Health Solutions LLC.
Industry Hospital & Health Care
Experience
Instacare Home Health Solutions LLC. January 2010 - Present
National Securities September 2005 - July 2009
The Bank of New York December 2004 - July 2005
Skills
Portfolio Management, Investment Banking, Healthcare, Home Care, Mergers & Acquisitions, Due Diligence, Financial Modeling, Private Equity, Trading, Financial Analysis, Corporate Finance, Finance, Valuation, Venture Capital, Investments, Asset Management, Strategic Planning, Corporate Development, Start-ups, Healthcare Management, Medicaid
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
MBA, Finance and Accounting
Bais 1998 — 2001
Bachelors, Talmudic Law
ytt 1993 — 1997
High
Instacare Home Health Solutions LLC. January 2010 - Present
National Securities September 2005 - July 2009
The Bank of New York December 2004 - July 2005
Skills
Portfolio Management, Investment Banking, Healthcare, Home Care, Mergers & Acquisitions, Due Diligence, Financial Modeling, Private Equity, Trading, Financial Analysis, Corporate Finance, Finance, Valuation, Venture Capital, Investments, Asset Management, Strategic Planning, Corporate Development, Start-ups, Healthcare Management, Medicaid
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
MBA, Finance and Accounting
Bais 1998 — 2001
Bachelors, Talmudic Law
ytt 1993 — 1997
High
Amir Khoshroo Amir Khoshroo's National Securities Experience May 2014 - March 2015
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
National Securities May 2014 - March 2015
Walgreens April 2014 - August 2014
Embry-Riddle Aeronautical University October 2011 - December 2013
Skills
Mathematics, Mathematical Modeling, Finance, Customer Service, Matlab, Microsoft Office, COMSOL, Fortran, Sales, Statistics, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Technical Writing, Critical Thinking
Education
Florida International University 2014 — 2016
Bachelor of Business Administration (BBA), Finance
Embry-Riddle Aeronautical University 2010 — 2013
Bachelor of Science (BS), Computational Mathematics
Morgan Stanley June 2015 - Present
National Securities May 2014 - March 2015
Walgreens April 2014 - August 2014
Embry-Riddle Aeronautical University October 2011 - December 2013
Skills
Mathematics, Mathematical Modeling, Finance, Customer Service, Matlab, Microsoft Office, COMSOL, Fortran, Sales, Statistics, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Technical Writing, Critical Thinking
Education
Florida International University 2014 — 2016
Bachelor of Business Administration (BBA), Finance
Embry-Riddle Aeronautical University 2010 — 2013
Bachelor of Science (BS), Computational Mathematics
Scott Janson Scott Janson's National Securities Experience March 2015 - Present
Job Sr Investment Executive / Sales Manager at National Securities
Industry Financial Services
Experience
National Securities March 2015 - Present
Wunderlich Securities September 2009 - February 2015
Chicago Wealth Management Boutique 2005 - 2009
David A. Noyes & Co. 1994 - 2004
Skills
Investments, Alternative Investments, Stocks, Bonds
Education
DePaul University
Bachelor of Arts (B.A.), Finance
National Securities March 2015 - Present
Wunderlich Securities September 2009 - February 2015
Chicago Wealth Management Boutique 2005 - 2009
David A. Noyes & Co. 1994 - 2004
Skills
Investments, Alternative Investments, Stocks, Bonds
Education
DePaul University
Bachelor of Arts (B.A.), Finance
Gurmandeep Singh's National Securities Experience September 2014 - November 2014
Job Student at Hofstra University
Industry Investment Management
Experience
National Securities September 2014 - November 2014
Skills
Finance, Microsoft Word, Microsoft Excel, PowerPoint, Sales, Financial Analysis, Data Analysis, Microsoft Office, Data Entry, Public Speaking, Teamwork, Recruiting, Outlook, Time Management, Leadership, Team Leadership, Customer Service, Marketing, Critical Thinking, Windows, Team Management, Team Building, Event Planning
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Bachelor of Business Administration (BBA), Finance, General
Hofstra University 2013 — 2014
Bachelor of Business Administration (BBA), Finance
Forest hills high school 2009 — 2013
National Securities September 2014 - November 2014
Skills
Finance, Microsoft Word, Microsoft Excel, PowerPoint, Sales, Financial Analysis, Data Analysis, Microsoft Office, Data Entry, Public Speaking, Teamwork, Recruiting, Outlook, Time Management, Leadership, Team Leadership, Customer Service, Marketing, Critical Thinking, Windows, Team Management, Team Building, Event Planning
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Bachelor of Business Administration (BBA), Finance, General
Hofstra University 2013 — 2014
Bachelor of Business Administration (BBA), Finance
Forest hills high school 2009 — 2013
Marlon Carranza Marlon Carranza's National Securities Experience February 2010 - June 2010
Job Baruch College Alumni
Industry Financial Services
Experience
Carranza Barber Shop January 2008 - Present
Toltecas Auto Electrical Services July 2012 - September 2014
City Store Fixtures October 2011 - June 2012
National Securities February 2010 - June 2010
HR Dynamics May 2008 - January 2009
Castle Check Cashing April 2007 - October 2007
Skills
Project Management, Sales Operations, Benefit Cost Analysis, Communication, Business Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Team Leadership, Financial Analysis, English, Windows, Customer Experience, Transaction Processing, Operations Management, Sales Management, Accounts Receivable, Social Media, Finance, Customer Service, Spanish, Public Speaking, Social Networking, Management, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Finance and Investments, Finance and Investments
City University of New York-Baruch College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Investments
Carranza Barber Shop January 2008 - Present
Toltecas Auto Electrical Services July 2012 - September 2014
City Store Fixtures October 2011 - June 2012
National Securities February 2010 - June 2010
HR Dynamics May 2008 - January 2009
Castle Check Cashing April 2007 - October 2007
Skills
Project Management, Sales Operations, Benefit Cost Analysis, Communication, Business Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Team Leadership, Financial Analysis, English, Windows, Customer Experience, Transaction Processing, Operations Management, Sales Management, Accounts Receivable, Social Media, Finance, Customer Service, Spanish, Public Speaking, Social Networking, Management, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Finance and Investments, Finance and Investments
City University of New York-Baruch College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Investments
Jason Navallo Jason Navallo's National Securities Experience May 2008 - December 2008
Job Career Advisor and Technical Recruiter
Industry Staffing and Recruiting
Experience
EDP World March 2012 - Present
Kodiak Capital Group, LLC June 2011 - March 2012
MetLife November 2010 - May 2011
National Securities May 2008 - December 2008
Skills
Technical Recruiting, Internet Recruiting, Talent Acquisition, Executive Search, Candidate Generation, IT Recruiting, Technical Sourcing, IT Sourcing
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Investments
Monsignor Farrell High School
High School Diploma
EDP World March 2012 - Present
Kodiak Capital Group, LLC June 2011 - March 2012
MetLife November 2010 - May 2011
National Securities May 2008 - December 2008
Skills
Technical Recruiting, Internet Recruiting, Talent Acquisition, Executive Search, Candidate Generation, IT Recruiting, Technical Sourcing, IT Sourcing
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Investments
Monsignor Farrell High School
High School Diploma
Jing Hao's National Securities Experience June 2011 - December 2011
Job Legal Assistant at Yerman & Associates, LLC
Industry Financial Services
Experience
Yerman & Associates, LLC January 2012 - Present
National Securities June 2011 - December 2011
The Student Fund September 2010 - December 2010
Rodman & Renshaw June 2010 - August 2010
PING AN INSURANCE COMPANY OF CHINA, LTD. July 2008 - April 2009
People's Insurance Company of China July 2008 - August 2008
Skills
Equity Research, Corporate Finance, Industry Analysis, Valuation, Derivatives, C, C++, SQL, VBA
Education
Clark University 2009 — 2011
Master, Science in Finance
Shanxi Finance and Economics University 2004 — 2008
Bachelor of Economics & Literature, Insurance & English
Yerman & Associates, LLC January 2012 - Present
National Securities June 2011 - December 2011
The Student Fund September 2010 - December 2010
Rodman & Renshaw June 2010 - August 2010
PING AN INSURANCE COMPANY OF CHINA, LTD. July 2008 - April 2009
People's Insurance Company of China July 2008 - August 2008
Skills
Equity Research, Corporate Finance, Industry Analysis, Valuation, Derivatives, C, C++, SQL, VBA
Education
Clark University 2009 — 2011
Master, Science in Finance
Shanxi Finance and Economics University 2004 — 2008
Bachelor of Economics & Literature, Insurance & English
Brian Stadterman's National Securities Experience May 2009 - August 2009
Job Business Development Associate at TCMPi, The Corporate Marketplace, Inc.
Industry Luxury Goods & Jewelry
Experience
TCMPi, The Corporate Marketplace, Inc. September 2013 - Present
NumberGo Holdings January 2013 - August 2013
Indeed.com November 2011 - November 2012
Willimantic Waste Paper Co. January 2011 - May 2011
National Securities May 2009 - August 2009
Skills
Sales, Advertising, SEO, SEM, Recruitment Advertising, Online Advertising, Client Relations Skills, Search Advertising, Social Media Marketing, Lead Generation, Cold Calling, Salesforce.com, Management, Interviews, B2B, Entrepreneurship, Start-ups, PPC
Education
Eastern Connecticut State University 2008 — 2011
B.S., Business Administration
TCMPi, The Corporate Marketplace, Inc. September 2013 - Present
NumberGo Holdings January 2013 - August 2013
Indeed.com November 2011 - November 2012
Willimantic Waste Paper Co. January 2011 - May 2011
National Securities May 2009 - August 2009
Skills
Sales, Advertising, SEO, SEM, Recruitment Advertising, Online Advertising, Client Relations Skills, Search Advertising, Social Media Marketing, Lead Generation, Cold Calling, Salesforce.com, Management, Interviews, B2B, Entrepreneurship, Start-ups, PPC
Education
Eastern Connecticut State University 2008 — 2011
B.S., Business Administration
Anthony Marsan Anthony Marsan's National Securities Experience February 2011 - June 2011
Job Graduate Program Finance Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2013 - Present
BlackRock September 2012 - June 2013
BlackRock June 2012 - August 2012
Bryant Park Capital January 2012 - May 2012
National Securities February 2011 - June 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
B.B.A, Finance & Investments
BlackRock August 2013 - Present
BlackRock September 2012 - June 2013
BlackRock June 2012 - August 2012
Bryant Park Capital January 2012 - May 2012
National Securities February 2011 - June 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
B.B.A, Finance & Investments
Donn Briner Donn Briner's National Securities Experience March 2005 - June 2005
Job District Sales Manager at Robert Bosch Tool Corporation
Industry Consumer Goods
Experience
Robert Bosch Tool Corporation April 2014 - Present
Robert Bosch Tool Corporation March 2011 - April 2014
Robert Bosch Tool Corp June 2010 - March 2011
Robert Bosch Tool Corporation March 2007 - June 2010
Robert Bosch Tool Corporation June 2005 - March 2007
National Securities March 2005 - June 2005
College Craft June 2002 - July 2003
Skills
Consumer Products, Pricing, Cross-functional Team..., Sales, Competitive Analysis, Marketing, Market Planning, Product Launch, Product Marketing, Market Analysis, Forecasting, Brand Management, Marketing Management, Product Management
Education
DePaul University 2002 — 2006
Bachelor's, Finance
Robert Bosch Tool Corporation April 2014 - Present
Robert Bosch Tool Corporation March 2011 - April 2014
Robert Bosch Tool Corp June 2010 - March 2011
Robert Bosch Tool Corporation March 2007 - June 2010
Robert Bosch Tool Corporation June 2005 - March 2007
National Securities March 2005 - June 2005
College Craft June 2002 - July 2003
Skills
Consumer Products, Pricing, Cross-functional Team..., Sales, Competitive Analysis, Marketing, Market Planning, Product Launch, Product Marketing, Market Analysis, Forecasting, Brand Management, Marketing Management, Product Management
Education
DePaul University 2002 — 2006
Bachelor's, Finance
Scott Whitten Scott Whitten's National Securities Experience July 2007 - December 2008
Job Financial Professional NEXT Financial Group, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Strategic Tax & Retirement April 2012 - Present
The Capital Financial Group / H. Beck, Inc. June 2011 - April 2012
Next Financial Group March 2010 - July 2011
American National Insurance February 2009 - December 2009
National Securities July 2007 - December 2008
Brookstreet Securities April 2002 - June 2007
Pacific Life January 1999 - March 2002
California Federal Bank October 1996 - December 1998
New York Life November 1995 - October 1996
Skills
Fixed Annuities, Retirement Planning, Investments, Insurance, Retirement, Strategic Financial..., Series 7, Wealth Management, Life Insurance, Series 63, Mutual Funds, Business Planning, Financial Planners, Investment Advisory, Relationship Management, Sales, Securities, Disability Insurance
Education
California State University-Fullerton 2006 — 2012
BS, Business & Economics
Saddleback College 2004 — 2006
AA, General Studies
Fullerton College 1992 — 1995
Law
Strategic Tax & Retirement April 2012 - Present
The Capital Financial Group / H. Beck, Inc. June 2011 - April 2012
Next Financial Group March 2010 - July 2011
American National Insurance February 2009 - December 2009
National Securities July 2007 - December 2008
Brookstreet Securities April 2002 - June 2007
Pacific Life January 1999 - March 2002
California Federal Bank October 1996 - December 1998
New York Life November 1995 - October 1996
Skills
Fixed Annuities, Retirement Planning, Investments, Insurance, Retirement, Strategic Financial..., Series 7, Wealth Management, Life Insurance, Series 63, Mutual Funds, Business Planning, Financial Planners, Investment Advisory, Relationship Management, Sales, Securities, Disability Insurance
Education
California State University-Fullerton 2006 — 2012
BS, Business & Economics
Saddleback College 2004 — 2006
AA, General Studies
Fullerton College 1992 — 1995
Law
Amanda Holtz Amanda Holtz's National Securities Experience November 2008 - April 2010
Job Marketing Analyst at PMK•BNC
Industry Entertainment
Experience
PMK•BNC December 2014 - Present
William Morris Endeavor September 2013 - June 2014
Open Road Films June 2013 - August 2013
Fox Filmed Entertainment June 2013 - August 2013
Upstream Investment Partners, LLC April 2010 - August 2012
National Securities November 2008 - April 2010
Skills
Mutual Funds, Asset Management, Financial Analysis, Marketing, Series 7, Investments, Strategic Financial..., Portfolio Management, Alternative Investments, Equities, Securities, Financial Services, Investment Advisory, Financial Advisory, Finance, Risk Management, Insurance, Asset Allocation, Public Speaking, Social Media, Event Management
Education
Carnegie Mellon University 2012 — 2014
Master of Entertainment Industry Management
Northwestern University 2010 — 2012
Certificate in Film, Media and Emerging Technology
University of Wisconsin-Madison 2005 — 2008
BA Economics; BA International Studies
PMK•BNC December 2014 - Present
William Morris Endeavor September 2013 - June 2014
Open Road Films June 2013 - August 2013
Fox Filmed Entertainment June 2013 - August 2013
Upstream Investment Partners, LLC April 2010 - August 2012
National Securities November 2008 - April 2010
Skills
Mutual Funds, Asset Management, Financial Analysis, Marketing, Series 7, Investments, Strategic Financial..., Portfolio Management, Alternative Investments, Equities, Securities, Financial Services, Investment Advisory, Financial Advisory, Finance, Risk Management, Insurance, Asset Allocation, Public Speaking, Social Media, Event Management
Education
Carnegie Mellon University 2012 — 2014
Master of Entertainment Industry Management
Northwestern University 2010 — 2012
Certificate in Film, Media and Emerging Technology
University of Wisconsin-Madison 2005 — 2008
BA Economics; BA International Studies
Andrew P. Kerai Sr., CFA Andrew P. Kerai Sr., CFA's National Securities Experience August 2013 - July 2014
Job Portfolio Manager at Full Circle Advisors, LLC
Industry Financial Services
Experience
Full Circle Advisors, LLC July 2014 - Present
National Securities August 2013 - July 2014
Janney Montgomery Scott May 2012 - August 2013
Prudential Investments January 2011 - May 2012
Capital One June 2009 - January 2011
Lehman Brothers June 2008 - August 2008
Accenture June 2007 - August 2007
Skills
Financial Modeling, Finance, Data Analysis, Banking, Investments, Corporate Finance, Valuation, Portfolio Management, Financial Analysis, Equity Research, Analysis, Securities
Education
American University - Kogod School of Business 2005 — 2009
BSBA, International Finance, Accounting, Summa Cum Laude Honors
Full Circle Advisors, LLC July 2014 - Present
National Securities August 2013 - July 2014
Janney Montgomery Scott May 2012 - August 2013
Prudential Investments January 2011 - May 2012
Capital One June 2009 - January 2011
Lehman Brothers June 2008 - August 2008
Accenture June 2007 - August 2007
Skills
Financial Modeling, Finance, Data Analysis, Banking, Investments, Corporate Finance, Valuation, Portfolio Management, Financial Analysis, Equity Research, Analysis, Securities
Education
American University - Kogod School of Business 2005 — 2009
BSBA, International Finance, Accounting, Summa Cum Laude Honors
Ben Drukman Ben Drukman's National Securities Experience June 2011 - August 2011
Job Assistant Buyer Men's Shoes at Macy's
Industry Marketing and Advertising
Experience
Macy's February 2015 - Present
Macy's.com March 2014 - January 2015
Toys R Us June 2013 - August 2013
ML Design & Printing May 2012 - July 2012
National Securities June 2011 - August 2011
MedicExchange, Inc. June 2010 - August 2010
Lifeguard Financial July 2009 - August 2009
Skills
Russian, Microsoft Excel, Marketing Strategy, Lead Generation, Sales, Business Strategy, Brand Management, Business Development
Education
Indiana University Bloomington 2011 — 2013
B.S., Marketing, 3.29
Baruch College 2009 — 2011
Sociology
Stuyvesant High School 2005 — 2009
H.S. Diploma
Macy's February 2015 - Present
Macy's.com March 2014 - January 2015
Toys R Us June 2013 - August 2013
ML Design & Printing May 2012 - July 2012
National Securities June 2011 - August 2011
MedicExchange, Inc. June 2010 - August 2010
Lifeguard Financial July 2009 - August 2009
Skills
Russian, Microsoft Excel, Marketing Strategy, Lead Generation, Sales, Business Strategy, Brand Management, Business Development
Education
Indiana University Bloomington 2011 — 2013
B.S., Marketing, 3.29
Baruch College 2009 — 2011
Sociology
Stuyvesant High School 2005 — 2009
H.S. Diploma
Thomas Lukasiewicz Thomas Lukasiewicz's National Securities Experience January 2013 - February 2013
Job Financial Trader | Analyst
Industry Investment Management
Experience
National Securities January 2013 - February 2013
AXA Advisors July 2012 - July 2012
NYC Department of Parks & Recreation July 2007 - August 2011
Skills
Microsoft Office, Analysis, Microsoft Excel, Customer Service, Investments, Day Trading, PowerPoint, Research, Microsoft Word, Strategic Planning, Windows, US Equities, Public Speaking, Social Media, Leadership, Teamwork
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Investments
Brooklyn Technical High School 2003 — 2007
HS Diploma
National Securities January 2013 - February 2013
AXA Advisors July 2012 - July 2012
NYC Department of Parks & Recreation July 2007 - August 2011
Skills
Microsoft Office, Analysis, Microsoft Excel, Customer Service, Investments, Day Trading, PowerPoint, Research, Microsoft Word, Strategic Planning, Windows, US Equities, Public Speaking, Social Media, Leadership, Teamwork
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Investments
Brooklyn Technical High School 2003 — 2007
HS Diploma
Dmitriy Kan's National Securities Experience February 2014 - April 2014
Job Incoming Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - August 2015
National Securities February 2014 - April 2014
Tamos Education June 2013 - July 2013
Skills
Microsoft Excel, Public Speaking, Data Analysis, Bloomberg Professional, Thomson Reuters, Financial Analysis, Valuation, Financial Modeling
Education
City University of New York-Baruch College 2013 — 2016
Finance and Investments, 3.9/4.0
University of Miami 2012 — 2013
Management
Guggenheim Partners June 2015 - August 2015
National Securities February 2014 - April 2014
Tamos Education June 2013 - July 2013
Skills
Microsoft Excel, Public Speaking, Data Analysis, Bloomberg Professional, Thomson Reuters, Financial Analysis, Valuation, Financial Modeling
Education
City University of New York-Baruch College 2013 — 2016
Finance and Investments, 3.9/4.0
University of Miami 2012 — 2013
Management
Avi Schneier's National Securities Experience March 2008 - March 2011
Job Owner & CEO at Full Moon LLC
Industry Financial Services
Experience
Full Moon LLC April 2011 - Present
Three Treasures, LLC 2004 - Present
National Securities March 2008 - March 2011
Common Passion, LLC July 2007 - March 2010
NYCDOE March 1994 - October 2007
Skills
Investments, Finance, Mutual Funds, Retirement Planning, Bonds, Security, Teaching, Equities, Wealth Management, Series 7, Portfolio Management, Strategic Financial..., Securities, Trading, Asset Management, Management, Funding
Education
Brooklyn College 1994 — 2003
Master of Arts (M.A.), Science Education
Rutgers, The State University of New Jersey-Camden 1989 — 1993
Bachelor of Arts (B.A.), Biology, General
Full Moon LLC April 2011 - Present
Three Treasures, LLC 2004 - Present
National Securities March 2008 - March 2011
Common Passion, LLC July 2007 - March 2010
NYCDOE March 1994 - October 2007
Skills
Investments, Finance, Mutual Funds, Retirement Planning, Bonds, Security, Teaching, Equities, Wealth Management, Series 7, Portfolio Management, Strategic Financial..., Securities, Trading, Asset Management, Management, Funding
Education
Brooklyn College 1994 — 2003
Master of Arts (M.A.), Science Education
Rutgers, The State University of New Jersey-Camden 1989 — 1993
Bachelor of Arts (B.A.), Biology, General
Cherie Meara's National Securities Experience May 2002 - June 2004
Job Makeup Artist @ AvantGarde Makeup Artistry
Industry Cosmetics
Experience
Portraits By The Bay April 2014 - Present
True Love Bridal November 2009 - Present
Avant-Garde Makeup Artistry January 1999 - Present
National Securities May 2002 - June 2004
French Jenny December 2000 - September 2001
Joe Boxer Corporation February 1998 - December 2000
Skills
Marketing, Sales, Makeup Artistry, Wedding Coordinating, Public Relations, Event Management, Wedding Planning, Bridal Looks, Weddings, Newsletters, Sales Management, Customer Service, Social Media
Education
Fashion Institute of Technology 1995 — 1997
Marketing/Merchandising
Portraits By The Bay April 2014 - Present
True Love Bridal November 2009 - Present
Avant-Garde Makeup Artistry January 1999 - Present
National Securities May 2002 - June 2004
French Jenny December 2000 - September 2001
Joe Boxer Corporation February 1998 - December 2000
Skills
Marketing, Sales, Makeup Artistry, Wedding Coordinating, Public Relations, Event Management, Wedding Planning, Bridal Looks, Weddings, Newsletters, Sales Management, Customer Service, Social Media
Education
Fashion Institute of Technology 1995 — 1997
Marketing/Merchandising
Geoffrey Garratt's National Securities Experience June 2012 - Present
Job Vice President of Investments at National Securities
Industry Financial Services
Experience
National Securities June 2012 - Present
Newbridge Securities August 2006 - May 2010
Great Eastern Securities 2004 - 2006
Skills
Series 7, Series 63, Securities, Equities, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Investment Strategies, Bonds, ETFs, Due Diligence, Risk Management, Stocks, Leadership, Strategic Planning, Sales, Investments
Education
Brooklyn Technical High School
City University of New York-College of Staten Island
National Securities June 2012 - Present
Newbridge Securities August 2006 - May 2010
Great Eastern Securities 2004 - 2006
Skills
Series 7, Series 63, Securities, Equities, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Investment Strategies, Bonds, ETFs, Due Diligence, Risk Management, Stocks, Leadership, Strategic Planning, Sales, Investments
Education
Brooklyn Technical High School
City University of New York-College of Staten Island
Jason Muscari's National Securities Experience December 2006 - Present
Job Stockbroker at National Securities
Industry Financial Services
Experience
National Securities December 2006 - Present
Sky Capital 2001 - 2006
Education
Baruch College, City University of New York (CUNY)
National Securities December 2006 - Present
Sky Capital 2001 - 2006
Education
Baruch College, City University of New York (CUNY)
Aaron Biddlecom's National Securities Experience October 2008 - March 2009
Job Technical Designer at 17Bit
Industry Computer Games
Experience
17-Bit June 2012 - Present
Nintendo May 2010 - September 2010
National Securities October 2008 - March 2009
Alleson of Rochester, Inc. February 2008 - September 2008
OfficeMax September 2005 - June 2007
Skills
Game Design, C++, Python, Game Mechanics, Level Design, C, C#, Computer Graphics, Perforce, Programming, Game Development, Subversion, Visual Studio, Artificial Intelligence, Video Games
Education
Digipen Institute of Technology 2009 — 2013
BSGD, Game Design, Computer Science
University of Colorado Denver 2003 — 2004
17-Bit June 2012 - Present
Nintendo May 2010 - September 2010
National Securities October 2008 - March 2009
Alleson of Rochester, Inc. February 2008 - September 2008
OfficeMax September 2005 - June 2007
Skills
Game Design, C++, Python, Game Mechanics, Level Design, C, C#, Computer Graphics, Perforce, Programming, Game Development, Subversion, Visual Studio, Artificial Intelligence, Video Games
Education
Digipen Institute of Technology 2009 — 2013
BSGD, Game Design, Computer Science
University of Colorado Denver 2003 — 2004
Chris Vasquez's National Securities Experience November 2007 - September 2008
Job VP Premier Relationship Mgr at HSBC
Industry Banking
Experience
HSBC October 2013 - Present
JPMorgan Chase March 2009 - October 2013
John Thomas Financial September 2008 - November 2008
National Securities November 2007 - September 2008
Manhattan Mini Storage March 2002 - January 2007
Skills
Series 63, Series 7, Investments, Equities, Portfolio Management, Banking, Mutual Funds, Securities, Financial Analysis, Bonds, Valuation, Finance, Financial Markets, Credit, Financial Services, Retail Banking, Mortgage Lending
Education
Borough of Manhattan Community College
Associate of Arts, Business Administration
miami coral park
HSBC October 2013 - Present
JPMorgan Chase March 2009 - October 2013
John Thomas Financial September 2008 - November 2008
National Securities November 2007 - September 2008
Manhattan Mini Storage March 2002 - January 2007
Skills
Series 63, Series 7, Investments, Equities, Portfolio Management, Banking, Mutual Funds, Securities, Financial Analysis, Bonds, Valuation, Finance, Financial Markets, Credit, Financial Services, Retail Banking, Mortgage Lending
Education
Borough of Manhattan Community College
Associate of Arts, Business Administration
miami coral park
Chong Suh's National Securities Experience 2005 - 2005
Job Hedge Fund Administration Team Leader at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2010 - March 2011
Northern Trust July 2008 - March 2010
Northern Trust February 2007 - June 2008
HSBC December 2006 - January 2007
UBS 2005 - 2006
National Securities 2005 - 2005
Citigroup 2003 - 2003
Skills
Fixed Income, Hedge Funds, Fund Accounting, Mutual Funds, Equities, Bloomberg, Securities, Fund Administration, Fund Of Funds, Asset Management, Auditing, Investment Banking, Internal Audit, Finance, Derivatives, Alternative Investments
Education
DePaul University 2002 — 2006
BS, Finance/Management
Northern Trust February 2010 - March 2011
Northern Trust July 2008 - March 2010
Northern Trust February 2007 - June 2008
HSBC December 2006 - January 2007
UBS 2005 - 2006
National Securities 2005 - 2005
Citigroup 2003 - 2003
Skills
Fixed Income, Hedge Funds, Fund Accounting, Mutual Funds, Equities, Bloomberg, Securities, Fund Administration, Fund Of Funds, Asset Management, Auditing, Investment Banking, Internal Audit, Finance, Derivatives, Alternative Investments
Education
DePaul University 2002 — 2006
BS, Finance/Management
George Tapinekis's National Securities Experience January 2007 - Present
Job Managing Director of Investments/Registered Principal
Industry Financial Services
Experience
National Securities January 2007 - Present
Education
Fordham University 1993 — 1995
National Securities January 2007 - Present
Education
Fordham University 1993 — 1995
Paul Marotta's National Securities Experience 1998 - 2008
Job Corporate Bond Broker at Seidelco, LLC
Industry Financial Services
Experience
Seidelco, LLC 2009 - Present
National Securities 1998 - 2008
Seidel & Fasano, Inc. 1994 - 1998
Empire Blue Cross Blue Shield September 1988 - October 1994
Education
Adelphi University 1990 — 1993
Master of Business Administration (M.B.A.), Dual Concentration -- Finance and Marketing
Adelphi University 1983 — 1988
Bachelor's Degree, Business Administration--Finance Concentration
Seidelco, LLC 2009 - Present
National Securities 1998 - 2008
Seidel & Fasano, Inc. 1994 - 1998
Empire Blue Cross Blue Shield September 1988 - October 1994
Education
Adelphi University 1990 — 1993
Master of Business Administration (M.B.A.), Dual Concentration -- Finance and Marketing
Adelphi University 1983 — 1988
Bachelor's Degree, Business Administration--Finance Concentration
Alex Slivka's National Securities Experience 1989 - 1997
Job President Elect at Anchorage Rotary Club
Industry Investment Management
Experience
Anchorage Rotary Club May 2005 - Present
McKinley Capital Management March 1997 - Present
McKinley Capital Management March 1997 - December 2004
Pacific Northern Academy 2000 - 2004
National Securities 1989 - 1997
Education
Brown University 1978 — 1982
B. A., Economics
Anchorage Rotary Club May 2005 - Present
McKinley Capital Management March 1997 - Present
McKinley Capital Management March 1997 - December 2004
Pacific Northern Academy 2000 - 2004
National Securities 1989 - 1997
Education
Brown University 1978 — 1982
B. A., Economics
Edward Marian's National Securities Experience June 2006 - December 2009
Job Financial Planning Services
Industry Financial Services
Experience
Life Strategies Plus LLC January 2010 - Present
National Securities June 2006 - December 2009
Skills
Series 7, Wealth Management, Asset Allocation
Education
Adelphi University 1983 — 1986
MBA, Marketing
SUNY Stony Brook 1980 — 1983
BSME, Mechanical Engineering
Life Strategies Plus LLC January 2010 - Present
National Securities June 2006 - December 2009
Skills
Series 7, Wealth Management, Asset Allocation
Education
Adelphi University 1983 — 1986
MBA, Marketing
SUNY Stony Brook 1980 — 1983
BSME, Mechanical Engineering
Ricky Barlin's National Securities Experience September 2010 - January 2011
Job Staff Accountant at FSA of SUNY Downstate, INC.
Industry Accounting
Experience
FSA of SUNY Downstate, INC. May 2014 - Present
Millennium Steel September 2013 - February 2014
R and G Brenner Income Tax January 2013 - May 2013
Joseph Colacino Tax Partners February 2011 - May 2011
Volunteer Income Tax Associate (VITA) February 2011 - May 2011
National Securities September 2010 - January 2011
Duane Reade October 2008 - January 2011
Brooklyn College February 2008 - June 2008
Empire Insurance September 2006 - December 2007
Skills
UltraTax, TaxWise, Quicken, QuickBooks, Microsoft Excel, Microsoft Access, Income Tax, Internal Controls, Invoicing, Tax Preparation, Tax, Sales Tax, Bookkeeping, Tax Returns, Access
Education
Brooklyn College 2009 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.4
City University of New York-Brooklyn College 2006 — 2009
Bachelor of the Arts, Journalism and Business
FSA of SUNY Downstate, INC. May 2014 - Present
Millennium Steel September 2013 - February 2014
R and G Brenner Income Tax January 2013 - May 2013
Joseph Colacino Tax Partners February 2011 - May 2011
Volunteer Income Tax Associate (VITA) February 2011 - May 2011
National Securities September 2010 - January 2011
Duane Reade October 2008 - January 2011
Brooklyn College February 2008 - June 2008
Empire Insurance September 2006 - December 2007
Skills
UltraTax, TaxWise, Quicken, QuickBooks, Microsoft Excel, Microsoft Access, Income Tax, Internal Controls, Invoicing, Tax Preparation, Tax, Sales Tax, Bookkeeping, Tax Returns, Access
Education
Brooklyn College 2009 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.4
City University of New York-Brooklyn College 2006 — 2009
Bachelor of the Arts, Journalism and Business
Kurt Roocke's National Securities Experience January 2009 - April 2009
Job Director, Client Services at AdTheorent®
Industry Marketing and Advertising
Experience
AdTheorent® February 2015 - Present
AdTheorent® June 2014 - February 2015
AdTheorent® June 2012 - June 2014
Mindshare March 2012 - June 2012
MindShare January 2011 - March 2012
GroupM December 2009 - December 2010
National Securities January 2009 - April 2009
Skills
RTB, Online Advertising, Digital Marketing, Social Media Marketing, Mobile Advertising, Digital Media, Mobile Marketing, comScore, Advertising, Management, Media Buying, Sales, Salesforce.com, Digital Strategy, Media Planning, DoubleClick
Education
Farmingdale State College 2006 — 2008
Bachelors, Business Management
HighSchool
AdTheorent® February 2015 - Present
AdTheorent® June 2014 - February 2015
AdTheorent® June 2012 - June 2014
Mindshare March 2012 - June 2012
MindShare January 2011 - March 2012
GroupM December 2009 - December 2010
National Securities January 2009 - April 2009
Skills
RTB, Online Advertising, Digital Marketing, Social Media Marketing, Mobile Advertising, Digital Media, Mobile Marketing, comScore, Advertising, Management, Media Buying, Sales, Salesforce.com, Digital Strategy, Media Planning, DoubleClick
Education
Farmingdale State College 2006 — 2008
Bachelors, Business Management
HighSchool
Delyan Valchev's National Securities Experience November 2008 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
FactSet June 2010 - June 2013
National Securities November 2008 - April 2009
Skills
Retirement Planning, Mutual Funds, Financial Services, Credit, Banking, Investments, Strategic Financial..., Equities, Financial Analysis, Portfolio Management
Education
City University of New York-Baruch College 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General
FactSet June 2010 - June 2013
National Securities November 2008 - April 2009
Skills
Retirement Planning, Mutual Funds, Financial Services, Credit, Banking, Investments, Strategic Financial..., Equities, Financial Analysis, Portfolio Management
Education
City University of New York-Baruch College 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General
Ming Tang's National Securities Experience July 2009 - March 2010
Job Auditor at Padilla & Company
Industry Financial Services
Experience
Padilla & Company October 2013 - Present
Collectionxiix December 2010 - May 2012
Joseph Kosinsky Inc February 2009 - December 2010
SingTao Newspaper April 2009 - August 2010
National Securities July 2009 - March 2010
Skills
PowerPoint, Finance, Management, Accounting, Outlook, Financial Analysis, Marketing, Bloomberg, Microsoft Excel, Microsoft Office, Financial Statements, Financial Reporting, Financial Accounting, Internal Controls, Auditing
Education
Baruch College/CUNYNew 2011 — 2015
Master, Accounting
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
Bachelor of Business Administration, Finance
Padilla & Company October 2013 - Present
Collectionxiix December 2010 - May 2012
Joseph Kosinsky Inc February 2009 - December 2010
SingTao Newspaper April 2009 - August 2010
National Securities July 2009 - March 2010
Skills
PowerPoint, Finance, Management, Accounting, Outlook, Financial Analysis, Marketing, Bloomberg, Microsoft Excel, Microsoft Office, Financial Statements, Financial Reporting, Financial Accounting, Internal Controls, Auditing
Education
Baruch College/CUNYNew 2011 — 2015
Master, Accounting
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
Bachelor of Business Administration, Finance
Richard Yoon's National Securities Experience September 2008 - September 2009
Job Business Analyst at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2012 - Present
Morgen, Evan & Company November 2009 - November 2010
National Securities September 2008 - September 2009
Counsel Press LLC 2007 - 2007
Skills
Mergers, Finance, Data Analysis, Due Diligence, Analysis, Valuation, Financial Modeling, Private Equity, Bloomberg, Portfolio Management, Investment Banking, Fixed Income, Corporate Finance, Capital Markets, Capital IQ, Equities, Equity Research, Microsoft Excel, Venture Capital, Hedge Funds
Education
Columbia University in the City of New York 2009 — 2011
M.S., Information and Digital Resource Management
New York University 2009 — 2009
Graduate Certificate, Enterprise Risk Management
JPMorgan Chase May 2012 - Present
Morgen, Evan & Company November 2009 - November 2010
National Securities September 2008 - September 2009
Counsel Press LLC 2007 - 2007
Skills
Mergers, Finance, Data Analysis, Due Diligence, Analysis, Valuation, Financial Modeling, Private Equity, Bloomberg, Portfolio Management, Investment Banking, Fixed Income, Corporate Finance, Capital Markets, Capital IQ, Equities, Equity Research, Microsoft Excel, Venture Capital, Hedge Funds
Education
Columbia University in the City of New York 2009 — 2011
M.S., Information and Digital Resource Management
New York University 2009 — 2009
Graduate Certificate, Enterprise Risk Management
Brian DeBate's National Securities Experience June 2010 - August 2010
Job Baruch College
Industry Financial Services
Experience
The Sang Lucci Group May 2015 - Present
The Metlife Building June 2011 - Present
National Securities June 2010 - August 2010
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor's Degree, Finance, 3.0
The Sang Lucci Group May 2015 - Present
The Metlife Building June 2011 - Present
National Securities June 2010 - August 2010
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor's Degree, Finance, 3.0
Ming Kong's National Securities Experience 2005 - 2005
Job Real Estate Agent
Industry Real Estate
Experience
ACE Sunshine Properties, LLC 2015 - Present
William Raveis Real Estate - Phyllis Doonan Associates 2015 - Present
Higgins Group 2012 - 2015
SunTrust Bank - GenSpring 2011 - 2012
The Northern Trust Corporation 2007 - 2010
National Securities 2005 - 2005
Skills
Valuation, Risk Management, Equities, Investments, Bloomberg, Mutual Funds, Access, Trading, Securities, Finance, Fixed Income, Financial Analysis, Financial Modeling
Education
DePaul University 2004 — 2007
Bachelor’s Degree, Major in Economic and Finance
ACE Sunshine Properties, LLC 2015 - Present
William Raveis Real Estate - Phyllis Doonan Associates 2015 - Present
Higgins Group 2012 - 2015
SunTrust Bank - GenSpring 2011 - 2012
The Northern Trust Corporation 2007 - 2010
National Securities 2005 - 2005
Skills
Valuation, Risk Management, Equities, Investments, Bloomberg, Mutual Funds, Access, Trading, Securities, Finance, Fixed Income, Financial Analysis, Financial Modeling
Education
DePaul University 2004 — 2007
Bachelor’s Degree, Major in Economic and Finance
Dennis Glazov's National Securities Experience August 2009 - Present
Job Senior Investment Specialist at National Securities
Industry Financial Services
Experience
National Securities August 2009 - Present
Brookstone Securities January 2009 - August 2009
John Thomas Financial September 2008 - January 2009
LPL Financial April 2008 - September 2008
Mercer Capital Ltd January 2006 - April 2008
JP Morgan Chase September 2005 - December 2005
Education
City University of New York-Brooklyn College
Pursuing Bachelors of Science in Finance
National Securities August 2009 - Present
Brookstone Securities January 2009 - August 2009
John Thomas Financial September 2008 - January 2009
LPL Financial April 2008 - September 2008
Mercer Capital Ltd January 2006 - April 2008
JP Morgan Chase September 2005 - December 2005
Education
City University of New York-Brooklyn College
Pursuing Bachelors of Science in Finance
Rob Stine's National Securities Experience February 2010 - April 2013
Job Business Development Associate at James O'Brien Associates, Inc. exclusive agents for Coface North America
Industry International Trade and Development
Experience
James O'Brien Associates March 2015 - Present
Sterne Agee April 2013 - March 2015
National Securities February 2010 - April 2013
RBC Wealth Management October 2006 - February 2010
Mesirow Financial August 2005 - October 2006
Briefing.com August 2004 - August 2005
Education
American University 2002 — 2004
Master's Degree, Financial Economics
Calvin College 1998 — 2002
Bachelor of Arts, Business Administration and Management, General
James O'Brien Associates March 2015 - Present
Sterne Agee April 2013 - March 2015
National Securities February 2010 - April 2013
RBC Wealth Management October 2006 - February 2010
Mesirow Financial August 2005 - October 2006
Briefing.com August 2004 - August 2005
Education
American University 2002 — 2004
Master's Degree, Financial Economics
Calvin College 1998 — 2002
Bachelor of Arts, Business Administration and Management, General
Brian Midi's National Securities Experience February 2011 - August 2014
Job Solving Potential Retirement Issues By Producing Solutions Ahead of Time
Industry Financial Services
Experience
LPL Financial DBA Wexford Financial Services December 2014 - Present
National Securities February 2011 - August 2014
Skills
Investment Advisory, Portfolio Management, Wealth Management, Investments, Financial Analysis, Series 7, Retirement Planning, Outlook
Education
Farmingdale State University of New York 2004 — 2007
Bachelor's Degree, Business Management and Technology
LPL Financial DBA Wexford Financial Services December 2014 - Present
National Securities February 2011 - August 2014
Skills
Investment Advisory, Portfolio Management, Wealth Management, Investments, Financial Analysis, Series 7, Retirement Planning, Outlook
Education
Farmingdale State University of New York 2004 — 2007
Bachelor's Degree, Business Management and Technology
Bekoe Wickham's National Securities Experience September 2008 - January 2009
Job Student at City University of New YorkBaruch College Zicklin School of Business
Industry Financial Services
Experience
BP July 2009 - August 2009
National Securities September 2008 - January 2009
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Baruch College/CUNY
Bachelor, Business Administration; Finance and Investments
BP July 2009 - August 2009
National Securities September 2008 - January 2009
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Baruch College/CUNY
Bachelor, Business Administration; Finance and Investments
Kamen Sokolov's National Securities Experience January 2004 - May 2005
Job Country Manager at APS Bulgaria SLtd.
Industry Financial Services
Experience
APS Holding SE January 2015 - Present
APS Holding SE September 2013 - December 2014
MKB Unionbank January 2013 - September 2013
Piraeus Bank January 2011 - January 2013
UBB December 2007 - January 2011
Bulgarian National Bank March 2006 - December 2007
National Securities January 2004 - May 2005
Continental Broker Dealer Corp. March 2002 - January 2004
Skills
Banking, Investment Banking, Financial Analysis, Corporate Finance, Negotiation, Sales, Business Development, Sales Management, New Business Development, Credit, Loans, Teamwork, Budgets, Social Networking, Social Media Marketing, Distressed Debt, Risk Management, Strategic Planning, Management, Portfolio Management
Education
Alliant International University-San Diego Scripps Ranch 1996 — 2000
Bachelor of Science (BS), International Business
East Central High School, Tulsa, Oklahoma 1995 — 1996
Oak Ridge High School, Orlando, Florida 1994 — 1995
APS Holding SE January 2015 - Present
APS Holding SE September 2013 - December 2014
MKB Unionbank January 2013 - September 2013
Piraeus Bank January 2011 - January 2013
UBB December 2007 - January 2011
Bulgarian National Bank March 2006 - December 2007
National Securities January 2004 - May 2005
Continental Broker Dealer Corp. March 2002 - January 2004
Skills
Banking, Investment Banking, Financial Analysis, Corporate Finance, Negotiation, Sales, Business Development, Sales Management, New Business Development, Credit, Loans, Teamwork, Budgets, Social Networking, Social Media Marketing, Distressed Debt, Risk Management, Strategic Planning, Management, Portfolio Management
Education
Alliant International University-San Diego Scripps Ranch 1996 — 2000
Bachelor of Science (BS), International Business
East Central High School, Tulsa, Oklahoma 1995 — 1996
Oak Ridge High School, Orlando, Florida 1994 — 1995
Alif Alam's National Securities Experience September 2010 - January 2011
Job Consultant at Management Solutions
Industry Management Consulting
Experience
Management Solutions August 2015 - Present
NetSuite February 2015 - May 2015
Sonicbids September 2014 - December 2014
Legal Aid Society May 2014 - August 2014
National Securities September 2010 - January 2011
Skills
Equities, Sales
Education
Boston University
Bachelor of Science (B.S.), Economics and Mathematics
Stuyvesant High School
High School
Management Solutions August 2015 - Present
NetSuite February 2015 - May 2015
Sonicbids September 2014 - December 2014
Legal Aid Society May 2014 - August 2014
National Securities September 2010 - January 2011
Skills
Equities, Sales
Education
Boston University
Bachelor of Science (B.S.), Economics and Mathematics
Stuyvesant High School
High School
Vijay Sha's National Securities Experience July 2002 - April 2012
Job Investment Strategist (Independently Employed)
Industry Financial Services
Experience
Self July 2013 - Present
UBS Wealth Management May 2012 - June 2013
National Securities July 2002 - April 2012
Cushman & Wakefield March 2008 - November 2008
Lipper and company May 2000 - June 2002
Skills
Equities, Investments, Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Asset Management, Equity Research, Financial Analysis, Trading, Bloomberg, Asset Allocation, Strategy, Mergers & Acquisitions, Alternative Investments, Finance, Series 7, Fixed Income
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
M.S in MSE, Management Science & Engineering, GPA - 3.6
Osmania University
MBA, Finance
Osmania University
Bachelor of Commerce, Commerce
Self July 2013 - Present
UBS Wealth Management May 2012 - June 2013
National Securities July 2002 - April 2012
Cushman & Wakefield March 2008 - November 2008
Lipper and company May 2000 - June 2002
Skills
Equities, Investments, Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Asset Management, Equity Research, Financial Analysis, Trading, Bloomberg, Asset Allocation, Strategy, Mergers & Acquisitions, Alternative Investments, Finance, Series 7, Fixed Income
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
M.S in MSE, Management Science & Engineering, GPA - 3.6
Osmania University
MBA, Finance
Osmania University
Bachelor of Commerce, Commerce
Jinah Jang's National Securities Experience March 2010 - May 2010
Job Senior Analyst at Atrato Advisors LLC
Industry Investment Management
Experience
Atrato Advisors LLC February 2012 - Present
Argus Advisors June 2011 - February 2012
Schafer Cullen Capital Management June 2010 - June 2011
National Securities March 2010 - May 2010
Skills
Capital IQ, Bloomberg, Stata, DCF, Financial Modeling, Quantitative Modeling, Quantitative Analysis, Valuation, Time Series Analysis, Financial Analysis, Equities, Economics, Eviews, Equity Research, Financial Markets, Econometrics, Quantitative Finance, Corporate Finance, Macroeconomics, Bloomberg Terminal, Emerging Markets, Hedge Funds, Asset Management, Risk Analysis, Due Diligence, Industry Analysis, Excel, Risk Management, Matlab, Statistics, Alternative Investments, Data Analysis, Regression, Portfolio Management
Education
New York University 2009 — 2011
MA, Economics
Ewha Womans University 2004 — 2008
BA, Economics
Atrato Advisors LLC February 2012 - Present
Argus Advisors June 2011 - February 2012
Schafer Cullen Capital Management June 2010 - June 2011
National Securities March 2010 - May 2010
Skills
Capital IQ, Bloomberg, Stata, DCF, Financial Modeling, Quantitative Modeling, Quantitative Analysis, Valuation, Time Series Analysis, Financial Analysis, Equities, Economics, Eviews, Equity Research, Financial Markets, Econometrics, Quantitative Finance, Corporate Finance, Macroeconomics, Bloomberg Terminal, Emerging Markets, Hedge Funds, Asset Management, Risk Analysis, Due Diligence, Industry Analysis, Excel, Risk Management, Matlab, Statistics, Alternative Investments, Data Analysis, Regression, Portfolio Management
Education
New York University 2009 — 2011
MA, Economics
Ewha Womans University 2004 — 2008
BA, Economics
jeff valinoti's National Securities Experience 2005 - January 2014
Job Chief Technical Analyst at JV RESEARCH LLC.
Industry Financial Services
Experience
JV RESEARCH LLC January 2014 - Present
national securities 2005 - January 2014
Broadband Holdings 2003 - 2005
Skills
Options Strategies, Risk Management, Money Management, Trading, Options, Equities, Hedge Funds, Bonds, Financial Markets, Securities, Bloomberg, Mutual Funds, Portfolio Management, Investment Advisory, Capital Markets, Investments, Asset Management, Wealth Management, Technical Analysis, Trading Strategies, Commodities, Commodity
Education
City University of New York-Brooklyn College 1971 — 1975
bachelor of science, Geology
Brooklyn College
bs, geology
JV RESEARCH LLC January 2014 - Present
national securities 2005 - January 2014
Broadband Holdings 2003 - 2005
Skills
Options Strategies, Risk Management, Money Management, Trading, Options, Equities, Hedge Funds, Bonds, Financial Markets, Securities, Bloomberg, Mutual Funds, Portfolio Management, Investment Advisory, Capital Markets, Investments, Asset Management, Wealth Management, Technical Analysis, Trading Strategies, Commodities, Commodity
Education
City University of New York-Brooklyn College 1971 — 1975
bachelor of science, Geology
Brooklyn College
bs, geology
Emanuel Richardson's National Securities Experience August 2004 - July 2006
Job Consumer Electronics Professional
Industry Consumer Electronics
Experience
Self-Employed Sales RepresentativeDish NetworkJune 2011 - February 2013
Samsung Electronics December 2008 - April 2010
Chase Mellon July 2004 - July 2009
E*TRADE Financial April 2006 - May 2008
National Securities August 2004 - July 2006
Prudential Financial May 2000 - July 2004
Nextel Communications July 1999 - May 2000
Skills
Trading, Securities, Accounting, Cross-functional Team..., Marketing Strategy, Marketing, Process Improvement, Product Management, Strategic Planning, Inventory Management, Customer Service, Financial Analysis, Team Leadership, Teamwork, Sales Management, Sales, Direct Sales, Retail, Brand Development, Equities, Mutual Funds, Managerial Finance, Market Analysis, Microsoft Word, Microsoft Office, Culinary Skills
Education
Dover Business College 1992 — 1994
Medical, Medical/Clinical Assistant, College
Ramapo College of New Jersey 1990 — 1992
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities, College
Bergen Community College 1989 — 1990
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
St. Mary- 1985 — 1989
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
Self-Employed Sales RepresentativeDish NetworkJune 2011 - February 2013
Samsung Electronics December 2008 - April 2010
Chase Mellon July 2004 - July 2009
E*TRADE Financial April 2006 - May 2008
National Securities August 2004 - July 2006
Prudential Financial May 2000 - July 2004
Nextel Communications July 1999 - May 2000
Skills
Trading, Securities, Accounting, Cross-functional Team..., Marketing Strategy, Marketing, Process Improvement, Product Management, Strategic Planning, Inventory Management, Customer Service, Financial Analysis, Team Leadership, Teamwork, Sales Management, Sales, Direct Sales, Retail, Brand Development, Equities, Mutual Funds, Managerial Finance, Market Analysis, Microsoft Word, Microsoft Office, Culinary Skills
Education
Dover Business College 1992 — 1994
Medical, Medical/Clinical Assistant, College
Ramapo College of New Jersey 1990 — 1992
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities, College
Bergen Community College 1989 — 1990
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
St. Mary- 1985 — 1989
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
Joseph Gebron's National Securities Experience September 2009 - February 2014
Job Meyers Associates, L.P.
Industry Investment Banking
Experience
National Securities September 2009 - February 2014
William Wall Capital, Inc June 2008 - January 2012
Skills
Series 7, Investments, Securities, IPO, Bridge Loans, Mezzanine Financing, Mutual Funds, Biotechnology, Fixed Income, Financial Services, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Wealth Management, Investment Banking, Series 63, Mezzanine, Insurance
Education
City University of New York-College of Staten Island 1992 — 1994
Finance, General
Lafayette, HS 1986 — 1990
City University of New York-College of Staten Island
National Securities September 2009 - February 2014
William Wall Capital, Inc June 2008 - January 2012
Skills
Series 7, Investments, Securities, IPO, Bridge Loans, Mezzanine Financing, Mutual Funds, Biotechnology, Fixed Income, Financial Services, Equities, Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Wealth Management, Investment Banking, Series 63, Mezzanine, Insurance
Education
City University of New York-College of Staten Island 1992 — 1994
Finance, General
Lafayette, HS 1986 — 1990
City University of New York-College of Staten Island
Ana E. Recio's National Securities Experience January 2015 - Present
Job Financial Advisor Intern at Forte Capital Group
Industry Financial Services
Experience
National Securities January 2015 - Present
Soriano Consulting Group February 2014 - September 2014
Shift Forex August 2013 - December 2013
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor's Degree, Finance
Colegio San Ignacio
National Securities January 2015 - Present
Soriano Consulting Group February 2014 - September 2014
Shift Forex August 2013 - December 2013
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor's Degree, Finance
Colegio San Ignacio
Yanitsa Zhekova's National Securities Experience 2007 - 2010
Job Life Product Development and Implementation at Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America 2010 - Present
National Securities 2007 - 2010
Skills
Series 7, Series 63, Financial Analysis, Investments, Mutual Funds, Portfolio Management
Education
Baruch College 2006 — 2010
BA, Finance and Mathematics
University of National and World Economy 1999 — 2003
Finance, General
The Guardian Life Insurance Company of America 2010 - Present
National Securities 2007 - 2010
Skills
Series 7, Series 63, Financial Analysis, Investments, Mutual Funds, Portfolio Management
Education
Baruch College 2006 — 2010
BA, Finance and Mathematics
University of National and World Economy 1999 — 2003
Finance, General
Sehrish Chaudhry's National Securities Experience February 2009 - April 2009
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Tiger Information Systems 2012 - 2013
Lowe's companies Inc. June 2011 - August 2011
FGI Finance December 2010 - May 2011
National Securities February 2009 - April 2009
Skills
Capital Markets, Financial Analysis, Corporate Finance, Fixed Income, Bloomberg, Research
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Morgan Stanley March 2012 - Present
Tiger Information Systems 2012 - 2013
Lowe's companies Inc. June 2011 - August 2011
FGI Finance December 2010 - May 2011
National Securities February 2009 - April 2009
Skills
Capital Markets, Financial Analysis, Corporate Finance, Fixed Income, Bloomberg, Research
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Andrew Saunov's National Securities Experience January 2013 - March 2013
Job Portfolio Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2015 - Present
Deutsche Bank May 2014 - September 2015
Koifman CPA & Associates July 2013 - November 2013
FGI Finance March 2013 - June 2013
National Securities January 2013 - March 2013
Skills
Corporate Finance, Financial Analysis, Valuation, Investment Banking, Financial Modeling, CRM, Microsoft Excel, Microsoft Office, Reuters, Bloomberg, Fixed Income, Bloomberg Terminal
Education
Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Finance
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Bachelor of Business Administration (BBA), Finance and Investments
Deutsche Bank September 2015 - Present
Deutsche Bank May 2014 - September 2015
Koifman CPA & Associates July 2013 - November 2013
FGI Finance March 2013 - June 2013
National Securities January 2013 - March 2013
Skills
Corporate Finance, Financial Analysis, Valuation, Investment Banking, Financial Modeling, CRM, Microsoft Excel, Microsoft Office, Reuters, Bloomberg, Fixed Income, Bloomberg Terminal
Education
Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Finance
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Bachelor of Business Administration (BBA), Finance and Investments
Noelle Christian's National Securities Experience March 2011 - May 2011
Job Office Supervisor at 1st Global Holdings
Industry Human Resources
Experience
1st Global Holdings November 2014 - Present
KeyBanc Capital Markets September 2012 - June 2014
L'Oréal via Oce Business Solutions October 2011 - August 2012
National Securities March 2011 - May 2011
Lehman College September 2010 - May 2011
ABI Bank Ltd. January 2008 - July 2009
RBC April 2007 - December 2007
Skills
Customer Service, Teamwork, Time Management, Onboarding, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Event Planning, Public Speaking, Accounting
Education
City University of New York-Herbert H. Lehman College 2009 — 2011
Bachelor, Business Administration; Human Resources
THE ANTIGUA STATE COLLEGE, St. John's 2005 — 2007
Associates of Arts, Accounting
1st Global Holdings November 2014 - Present
KeyBanc Capital Markets September 2012 - June 2014
L'Oréal via Oce Business Solutions October 2011 - August 2012
National Securities March 2011 - May 2011
Lehman College September 2010 - May 2011
ABI Bank Ltd. January 2008 - July 2009
RBC April 2007 - December 2007
Skills
Customer Service, Teamwork, Time Management, Onboarding, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Event Planning, Public Speaking, Accounting
Education
City University of New York-Herbert H. Lehman College 2009 — 2011
Bachelor, Business Administration; Human Resources
THE ANTIGUA STATE COLLEGE, St. John's 2005 — 2007
Associates of Arts, Accounting
Christlyn Pacho-Reyes's National Securities Experience December 2010 - November 2011
Job
Industry Hospital & Health Care
Experience
SUNY Downstate Medical Center @ Long Island College Hospital November 2011 - Present
National Securities December 2010 - November 2011
Education
City University of New York-Baruch College 2001 — 2006
Bachelor of Science (B.S.), Real Estate & Metropolitan Development
SUNY Downstate Medical Center @ Long Island College Hospital November 2011 - Present
National Securities December 2010 - November 2011
Education
City University of New York-Baruch College 2001 — 2006
Bachelor of Science (B.S.), Real Estate & Metropolitan Development
Leo Satriawan's National Securities Experience December 1998 - November 2011
Job Senior Recruiter at Hire MD now
Industry Hospital & Health Care
Experience
Hire MD now January 2012 - Present
National Securities December 1998 - November 2011
Education
City University of Seattle 1994 — 1996
Master of Business Administration, Financial Management
Boise State University 1990 — 1994
Bachelor of Business Administration, Computer Information System
Hire MD now January 2012 - Present
National Securities December 1998 - November 2011
Education
City University of Seattle 1994 — 1996
Master of Business Administration, Financial Management
Boise State University 1990 — 1994
Bachelor of Business Administration, Computer Information System
Frederick C Meier's National Securities Experience 1986 - 1997
Job Baritone Singer at Lake City Harmonizers
Industry Entertainment
Experience
Lake City Harmonizers February 1980 - Present
National Securities 1986 - 1997
National Sec. Spokane Wa February 1986 - September 1987
Skills
World Navigator, Saxophone, Father, Grandpa, Husband
Education
Florida State University 1973 — 1974
Master's degree, Elementary Education and Teaching, Can't remember
Florida Southern College 1971 — 1974
Bachelor of Arts (B.A.), Education
Lake City Harmonizers February 1980 - Present
National Securities 1986 - 1997
National Sec. Spokane Wa February 1986 - September 1987
Skills
World Navigator, Saxophone, Father, Grandpa, Husband
Education
Florida State University 1973 — 1974
Master's degree, Elementary Education and Teaching, Can't remember
Florida Southern College 1971 — 1974
Bachelor of Arts (B.A.), Education
Abhinay Madadi's National Securities Experience July 2013 - Present
Job Investment Executive at National Securities
Industry Financial Services
Experience
National Securities July 2013 - Present
Regal Computer Systems January 2012 - June 2013
Madadi LLC October 2009 - December 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Windows, Photoshop, Team Leadership, Financial Modeling, Management, Financial Accounting, Investments, Java
Education
Rutgers University 2012 — 2014
Economics
Florida International University 2009 — 2011
International Business
National Securities July 2013 - Present
Regal Computer Systems January 2012 - June 2013
Madadi LLC October 2009 - December 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Windows, Photoshop, Team Leadership, Financial Modeling, Management, Financial Accounting, Investments, Java
Education
Rutgers University 2012 — 2014
Economics
Florida International University 2009 — 2011
International Business
Milana Valmont's National Securities Experience January 2014 - June 2014
Job Obesity Market Director at OneMed Market
Industry Financial Services
Experience
OneMed Market May 2015 - Present
Merck Millipore November 2014 - May 2015
National Securities January 2014 - June 2014
Roubini Global Economics January 2013 - May 2013
Skills
PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Bilingual, Microsoft Word, Marketing, Social Media, Organizational..., Investments, Human Resources, Research, Financial Analysis, Client Relations, Financial Services, Stock Market, Statistics, International Business, Econometrics, Consumer Behaviour, Qualitative Research, Quantitative Research, Financial Modeling, Financial Statement..., Finance, Public Speaking, Statistical Data..., SPSS, Microeconomics, Administrative..., Financial Reporting, Analysis, Economics, Customer Service, Data Analysis, Teamwork, Sales, Social Networking, Event Planning, Management, Venture Capital, Biotechnology, Healthcare, Private Equity, Start-ups, Business Development, Business Strategy, Market Research, Fundraising, Portfolio Management
Education
Fordham University
Bachelor of Arts (B.A.), Economics
OneMed Market May 2015 - Present
Merck Millipore November 2014 - May 2015
National Securities January 2014 - June 2014
Roubini Global Economics January 2013 - May 2013
Skills
PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Bilingual, Microsoft Word, Marketing, Social Media, Organizational..., Investments, Human Resources, Research, Financial Analysis, Client Relations, Financial Services, Stock Market, Statistics, International Business, Econometrics, Consumer Behaviour, Qualitative Research, Quantitative Research, Financial Modeling, Financial Statement..., Finance, Public Speaking, Statistical Data..., SPSS, Microeconomics, Administrative..., Financial Reporting, Analysis, Economics, Customer Service, Data Analysis, Teamwork, Sales, Social Networking, Event Planning, Management, Venture Capital, Biotechnology, Healthcare, Private Equity, Start-ups, Business Development, Business Strategy, Market Research, Fundraising, Portfolio Management
Education
Fordham University
Bachelor of Arts (B.A.), Economics
Juan David Velasquez's National Securities Experience July 2012 - October 2012
Job Project Manager at Natures Products Inc
Industry Consumer Services
Experience
Nature's Products, Inc. October 2012 - Present
National Securities July 2012 - October 2012
JPMorgan Chase March 2011 - August 2011
Saveology.com January 2010 - March 2011
Convergys January 2008 - December 2009
Skills
Project Management, Product Development, New Product Roll Out, Risk Analysis, Management, Strategic Planning, Negotiation, Process Improvement, Team Building, Sales Management, Sales, Customer Service, Consumer Products, Food Supplements, Microsoft Office, Microsoft Project
Education
Florida International University - College of Business
Bachelor of Business Administration (B.B.A.), International Business
Nature's Products, Inc. October 2012 - Present
National Securities July 2012 - October 2012
JPMorgan Chase March 2011 - August 2011
Saveology.com January 2010 - March 2011
Convergys January 2008 - December 2009
Skills
Project Management, Product Development, New Product Roll Out, Risk Analysis, Management, Strategic Planning, Negotiation, Process Improvement, Team Building, Sales Management, Sales, Customer Service, Consumer Products, Food Supplements, Microsoft Office, Microsoft Project
Education
Florida International University - College of Business
Bachelor of Business Administration (B.B.A.), International Business
michael szpira's National Securities Experience 2009 - 2012
Job Financial and Risk Management Professional
Industry Management Consulting
Experience
Strategy Planning / Consulting January 2013 - Present
National Securities 2009 - 2012
BDO - Weiss & Company 2005 - 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Tax, Auditing, Financial Accounting, Strategic Financial..., Cash Flow, Managerial Finance, Accounts Payable, Budgets, Internal Controls, Forecasting, Account Reconciliation, Microsoft Excel, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's degree, Finance and Accountancy
Missouri - Truman State 2001 — 2005
Bachelor's degree, Management Information Systems and Accountancy
Strategy Planning / Consulting January 2013 - Present
National Securities 2009 - 2012
BDO - Weiss & Company 2005 - 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Tax, Auditing, Financial Accounting, Strategic Financial..., Cash Flow, Managerial Finance, Accounts Payable, Budgets, Internal Controls, Forecasting, Account Reconciliation, Microsoft Excel, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's degree, Finance and Accountancy
Missouri - Truman State 2001 — 2005
Bachelor's degree, Management Information Systems and Accountancy
Dimitri Tchesnokov's National Securities Experience January 2012 - March 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
National Securities January 2012 - March 2012
Education
Hunter College 2001 — 2006
Bachelor's degree, Economics
National Securities January 2012 - March 2012
Education
Hunter College 2001 — 2006
Bachelor's degree, Economics
Sam Tsui's National Securities Experience November 2013 - March 2014
Job Global Tax Associate at Colgate Palmolive
Industry Financial Services
Experience
Colgate Palmolive March 2015 - Present
Nardone & Hoffman CPA March 2014 - November 2014
National Securities November 2013 - March 2014
Minus Inc. August 2013 - November 2013
Sioni & Partners November 2012 - February 2013
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
The Bronx High School Of Science 2006 — 2010
New York City Regents Diploma
Colgate Palmolive March 2015 - Present
Nardone & Hoffman CPA March 2014 - November 2014
National Securities November 2013 - March 2014
Minus Inc. August 2013 - November 2013
Sioni & Partners November 2012 - February 2013
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
The Bronx High School Of Science 2006 — 2010
New York City Regents Diploma
Lei J. Huang's National Securities Experience June 2012 - August 2012
Job Student at City University of New YorkBaruch College
Industry Retail
Experience
Speedtel Inc. October 2013 - Present
National Securities June 2012 - August 2012
Oil Fuel and Food Trading September 2009 - January 2012
Skills
Computer Hardware, Computer Maintenance, Finance, Business, Team-oriented, Microsoft Excel, Microsoft Word, Phase III, Sales
Education
Baruch College 2012 — 2014
Bachelor's Degree, Finance, General
Laguardia Community College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
Speedtel Inc. October 2013 - Present
National Securities June 2012 - August 2012
Oil Fuel and Food Trading September 2009 - January 2012
Skills
Computer Hardware, Computer Maintenance, Finance, Business, Team-oriented, Microsoft Excel, Microsoft Word, Phase III, Sales
Education
Baruch College 2012 — 2014
Bachelor's Degree, Finance, General
Laguardia Community College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
Amber Bookless's National Securities Experience September 2005 - February 2008
Job Inventory Specialist at Cascade Gasket & Mfg Co
Industry Aviation & Aerospace
Experience
Cascade Gasket & Mfg Co February 2008 - Present
National Securities September 2005 - February 2008
Education
University of Wyoming 2002 — 2005
Bachelor of Science (BS), Mathematics
Casper College 1999 — 2002
Associate of Science (A.S.), Computer Science
Cascade Gasket & Mfg Co February 2008 - Present
National Securities September 2005 - February 2008
Education
University of Wyoming 2002 — 2005
Bachelor of Science (BS), Mathematics
Casper College 1999 — 2002
Associate of Science (A.S.), Computer Science
Luciann Napoli's National Securities Experience August 2014 - Present
Job Accountant
Industry Accounting
Experience
National Securities August 2014 - Present
Celler Law, P.A. September 2013 - June 2014
Pasticceria Bruno January 2012 - December 2012
One Girl Cookies November 2011 - December 2011
Balthazar Bakery April 2011 - June 2011
Meaden & Moore November 2008 - March 2010
Peter DeCarlo CPA, PLLC January 2008 - August 2008
Masterpiece International March 2007 - August 2007
Novak Francella LLC 2004 - 2005
Skills
Accounting, Forensic Accounting, Auditing, Microsoft Excel, Microsoft Word, QuickBooks
Education
Institute of Culinary Education 2010 — 2011
Pastry Diploma
Brooklyn College 2003 — 2007
Bachelor's degree, Accounting
Polytechnic University 2000 — 2003
Mechanical Engineering
National Securities August 2014 - Present
Celler Law, P.A. September 2013 - June 2014
Pasticceria Bruno January 2012 - December 2012
One Girl Cookies November 2011 - December 2011
Balthazar Bakery April 2011 - June 2011
Meaden & Moore November 2008 - March 2010
Peter DeCarlo CPA, PLLC January 2008 - August 2008
Masterpiece International March 2007 - August 2007
Novak Francella LLC 2004 - 2005
Skills
Accounting, Forensic Accounting, Auditing, Microsoft Excel, Microsoft Word, QuickBooks
Education
Institute of Culinary Education 2010 — 2011
Pastry Diploma
Brooklyn College 2003 — 2007
Bachelor's degree, Accounting
Polytechnic University 2000 — 2003
Mechanical Engineering
Yanik Livingston's National Securities Experience April 2013 - June 2013
Job Financial Operations at BBVA Compass
Industry Financial Services
Experience
Hawkins Delafield & Wood LLP August 2014 - August 2015
Office of the New York City Comptroller June 2013 - August 2013
National Securities April 2013 - June 2013
Jcpenney June 2009 - April 2012
U.S. Department of State April 2009 - April 2009
Med Aide Services, INC. December 2008 - January 2009
Skills
Microsoft Excel, Finance, Investments, Economics, Bloomberg Terminal, Microsoft Office, Access, Financial Analysis, VBA, Bloomberg, PowerPoint, Accounting, Financial Modeling, Corporate Finance, Analysis, Financial Reporting, Equity Research, Mathematics, Financial Statements, Access Database, Investment Banking, Visio, Visual Basic, Capital Markets, Databases, Unix, Java, Research, Alternative Investments, Public Finance, Bonds, Interest Rate Swaps, Municipal Bonds, Arbitrage, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, Finance GPA: 3.83/4.0
City University of New York-Herbert H. Lehman College 2011 — 2011
Bachelor of Business Administration, Finance, General
CUNY Bronx Community College
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
Hawkins Delafield & Wood LLP August 2014 - August 2015
Office of the New York City Comptroller June 2013 - August 2013
National Securities April 2013 - June 2013
Jcpenney June 2009 - April 2012
U.S. Department of State April 2009 - April 2009
Med Aide Services, INC. December 2008 - January 2009
Skills
Microsoft Excel, Finance, Investments, Economics, Bloomberg Terminal, Microsoft Office, Access, Financial Analysis, VBA, Bloomberg, PowerPoint, Accounting, Financial Modeling, Corporate Finance, Analysis, Financial Reporting, Equity Research, Mathematics, Financial Statements, Access Database, Investment Banking, Visio, Visual Basic, Capital Markets, Databases, Unix, Java, Research, Alternative Investments, Public Finance, Bonds, Interest Rate Swaps, Municipal Bonds, Arbitrage, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, Finance GPA: 3.83/4.0
City University of New York-Herbert H. Lehman College 2011 — 2011
Bachelor of Business Administration, Finance, General
CUNY Bronx Community College
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
Laura Vilcherrez's National Securities Experience March 2014 - June 2014
Job Specialist at Apple
Industry Financial Services
Experience
Apple May 2014 - Present
National Securities March 2014 - June 2014
Zara October 2011 - February 2014
MTV Networks / Logo March 2010 - June 2011
Skills
Mac, PowerPoint, Sales, Microsoft Technologies, Bloomberg Terminal, Customer Service, iOS Design
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Junior
Apple May 2014 - Present
National Securities March 2014 - June 2014
Zara October 2011 - February 2014
MTV Networks / Logo March 2010 - June 2011
Skills
Mac, PowerPoint, Sales, Microsoft Technologies, Bloomberg Terminal, Customer Service, iOS Design
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Junior
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY