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
Andy Tennent Andy Tennent's National Securities Experience 2002 - Present
Job Registered Principal at National Securities
Industry Financial Services
Experience
National Securities 2002 - Present
Skills
Financial Analysis, Strategic Financial..., Finacial Management, Series 7, Series 63, Series 24, Series 65, Series 9, Series 10, Investments, Investment Strategies, Financial Advisory, Brokerage, Stocks, Stock Market, Bonds, Mutual Funds, ETFs, IRAs, Roth IRA, SEP IRA, Wealth Management, Securities, Portfolio Management
Education
Miami University 1988 — 1991
Bachelors, Finance
National Securities 2002 - Present
Skills
Financial Analysis, Strategic Financial..., Finacial Management, Series 7, Series 63, Series 24, Series 65, Series 9, Series 10, Investments, Investment Strategies, Financial Advisory, Brokerage, Stocks, Stock Market, Bonds, Mutual Funds, ETFs, IRAs, Roth IRA, SEP IRA, Wealth Management, Securities, Portfolio Management
Education
Miami University 1988 — 1991
Bachelors, Finance
Jason Uthe Jason Uthe's National Securities Experience January 2006 - October 2007
Job DePaul University Finance Student/CFA Candidate
Industry Financial Services
Experience
US Army April 2010 - August 2013
American Import Tiles Ltd. October 2007 - April 2010
National Securities January 2006 - October 2007
The Home Depot January 2003 - August 2005
TransMarket Group, L.L.C. 2001 - 2002
ADM Investor Services 1999 - 2001
Skills
Financial Analysis, Financial Risk, Financial Services, Microsoft Office, Stock Market, Stock Trading, Stock Picking, Finance, Customer Service, Trading, Derivatives, Equities, Economics, Venture Capital, Loans, Real Estate, Banking, Investment Banking, Investment Advisory, Investments, Investment Strategies, Investment Properties
Education
DePaul University 2007 — 2014
Bachelor of Science, Finance
Moraine Valley Community College 2005 — 2007
General Studies for Transfer
US Army April 2010 - August 2013
American Import Tiles Ltd. October 2007 - April 2010
National Securities January 2006 - October 2007
The Home Depot January 2003 - August 2005
TransMarket Group, L.L.C. 2001 - 2002
ADM Investor Services 1999 - 2001
Skills
Financial Analysis, Financial Risk, Financial Services, Microsoft Office, Stock Market, Stock Trading, Stock Picking, Finance, Customer Service, Trading, Derivatives, Equities, Economics, Venture Capital, Loans, Real Estate, Banking, Investment Banking, Investment Advisory, Investments, Investment Strategies, Investment Properties
Education
DePaul University 2007 — 2014
Bachelor of Science, Finance
Moraine Valley Community College 2005 — 2007
General Studies for Transfer
Gregory F. Odette Gregory F. Odette's National Securities Experience 2012 - 2012
Job Research Coordinator at Vaco on site at YouTube/Google
Industry Music
Experience
Vaco on site at YouTube/Google February 2015 - Present
Brown & Brown April 2013 - February 2015
National Securities 2012 - 2012
Lyric Studios February 2005 - December 2010
Skills
Property & Casualty..., Commercial Insurance, Insurance, Guitarist, Analysis, Recording, Music Production, Training, Econometrics, Creative Problem Solving, Bass Guitar, Piano, Musicality, Economics, Studio Recording, Live Sound, Guitar, Logic
Education
Queens College 2009 — 2011
Bachelor of Arts (B.A.), Economics, 3.1 GPA
Nassau Community College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.9 GPA
Hofstra University 2004 — 2007
Music Business
Kellenberg 2000 — 2004
Vaco on site at YouTube/Google February 2015 - Present
Brown & Brown April 2013 - February 2015
National Securities 2012 - 2012
Lyric Studios February 2005 - December 2010
Skills
Property & Casualty..., Commercial Insurance, Insurance, Guitarist, Analysis, Recording, Music Production, Training, Econometrics, Creative Problem Solving, Bass Guitar, Piano, Musicality, Economics, Studio Recording, Live Sound, Guitar, Logic
Education
Queens College 2009 — 2011
Bachelor of Arts (B.A.), Economics, 3.1 GPA
Nassau Community College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.9 GPA
Hofstra University 2004 — 2007
Music Business
Kellenberg 2000 — 2004
Brenton Cloud Brenton Cloud's National Securities Experience April 2009 - February 2011
Job Expert in pest control and termite control solutions
Industry Consumer Services
Experience
Cloud Termite and Pest Control November 2013 - Present
Cannons Marina September 2012 - October 2013
Global Arena Capital Corp. January 2012 - September 2012
First Midwest Securities, Inc February 2011 - February 2012
National Securities April 2009 - February 2011
First Republic Group January 2008 - March 2009
Skills
Management, Sales, Public Relations, Strategic Planning, Business Strategy, Small Business, Marketing Strategy, Team Building, Entrepreneurship, Customer Service, Negotiation, Sales Management, Marketing, Business Development, Business Planning, Financial Services, Pest Control
Education
Marymount Manhattan College 2001 — 2005
Bachelor of Business Administration (BBA), International Finance, B
The American University of Rome 2004 — 2004
Bachelor of Business Administration (BBA), International Finance, B
Landmark Education 1999 — 2001
Boarding School, College/University Preparatory and Advanced High School
Booker High School 1997 — 1999
High School, VPA Dramma Program
Cloud Termite and Pest Control November 2013 - Present
Cannons Marina September 2012 - October 2013
Global Arena Capital Corp. January 2012 - September 2012
First Midwest Securities, Inc February 2011 - February 2012
National Securities April 2009 - February 2011
First Republic Group January 2008 - March 2009
Skills
Management, Sales, Public Relations, Strategic Planning, Business Strategy, Small Business, Marketing Strategy, Team Building, Entrepreneurship, Customer Service, Negotiation, Sales Management, Marketing, Business Development, Business Planning, Financial Services, Pest Control
Education
Marymount Manhattan College 2001 — 2005
Bachelor of Business Administration (BBA), International Finance, B
The American University of Rome 2004 — 2004
Bachelor of Business Administration (BBA), International Finance, B
Landmark Education 1999 — 2001
Boarding School, College/University Preparatory and Advanced High School
Booker High School 1997 — 1999
High School, VPA Dramma Program
Freddy Diaz Freddy Diaz's National Securities Experience August 2012 - May 2013
Job Portfolio Associate/Investment Specialist at National Securities
Industry Financial Services
Experience
Excel Transportation November 2009 - January 2014
National Securities August 2012 - May 2013
EVA Tax Services January 2011 - May 2012
National Securities June 2007 - September 2009
Skills
Microsoft Excel, Microsoft Word, Peachtree, QuickBooks, PowerPoint, Solver, Finance, Tax, Outlook, Data Entry, Microsoft Office, Access, Customer Service, Financial Statements, Financial Analysis
Education
Monroe College 2010 — 2012
Public Accounting, Accounting, 3.7
Excel Transportation November 2009 - January 2014
National Securities August 2012 - May 2013
EVA Tax Services January 2011 - May 2012
National Securities June 2007 - September 2009
Skills
Microsoft Excel, Microsoft Word, Peachtree, QuickBooks, PowerPoint, Solver, Finance, Tax, Outlook, Data Entry, Microsoft Office, Access, Customer Service, Financial Statements, Financial Analysis
Education
Monroe College 2010 — 2012
Public Accounting, Accounting, 3.7
Thomas Wash Thomas Wash's National Securities Experience August 2013 - November 2013
Job is a CFA Candidate
Industry Hospital & Health Care
Experience
St. Louis Regional Chamber September 2015 - Present
The Audit Group September 2014 - August 2015
Wells Fargo Advisors November 2013 - August 2014
National Securities August 2013 - November 2013
World Investment News August 2011 - December 2011
The Beacon Newspaper Group May 2010 - August 2010
Saint Louis University April 2008 - May 2008
Saint Louis University April 2008 - May 2008
Skills
Writing, Statistics, Time Series Analysis, Accounting, History of Economic..., Monetary Theory, Econometrics, Economics, International Trade, Numerical Analysis, Linear Programming, Linear Regression, Advertising, Microsoft Office, Research, PowerPoint, Public Speaking, Microsoft Word, Leadership, Spanish, Marketing, Analysis, Customer Service, International Relations, Journalism, Stata, Market Research, Data Analysis, English, Entrepreneurship, French, Social Media, Social Networking, Nonprofits, Qualitative Research, Microsoft Excel, SPSS, Interviews, Translation, Teamwork
Education
Saint Louis University 2014 — 2016
Master of Science (M.S.), Applied Financial Economics, 3.6
Saint Louis University 2008 — 2012
B.A, Communication, Economics, and Business Administration
St. Louis Regional Chamber September 2015 - Present
The Audit Group September 2014 - August 2015
Wells Fargo Advisors November 2013 - August 2014
National Securities August 2013 - November 2013
World Investment News August 2011 - December 2011
The Beacon Newspaper Group May 2010 - August 2010
Saint Louis University April 2008 - May 2008
Saint Louis University April 2008 - May 2008
Skills
Writing, Statistics, Time Series Analysis, Accounting, History of Economic..., Monetary Theory, Econometrics, Economics, International Trade, Numerical Analysis, Linear Programming, Linear Regression, Advertising, Microsoft Office, Research, PowerPoint, Public Speaking, Microsoft Word, Leadership, Spanish, Marketing, Analysis, Customer Service, International Relations, Journalism, Stata, Market Research, Data Analysis, English, Entrepreneurship, French, Social Media, Social Networking, Nonprofits, Qualitative Research, Microsoft Excel, SPSS, Interviews, Translation, Teamwork
Education
Saint Louis University 2014 — 2016
Master of Science (M.S.), Applied Financial Economics, 3.6
Saint Louis University 2008 — 2012
B.A, Communication, Economics, and Business Administration
Frank J. DeVito Frank J. DeVito's National Securities Experience June 2014 - December 2014
Job CSA at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management February 2015 - Present
National Securities June 2014 - December 2014
Beacon Hill Country Club April 2006 - August 2014
Seton Hall Univeristy September 2010 - June 2014
Summit Financial Resources, Inc. April 2013 - January 2014
Education
Seton Hall University 2010 — 2014
Bachelor's degree, Finance, General
Red Bank Catholic High School 2006 — 2010
UBS Wealth Management February 2015 - Present
National Securities June 2014 - December 2014
Beacon Hill Country Club April 2006 - August 2014
Seton Hall Univeristy September 2010 - June 2014
Summit Financial Resources, Inc. April 2013 - January 2014
Education
Seton Hall University 2010 — 2014
Bachelor's degree, Finance, General
Red Bank Catholic High School 2006 — 2010
Austin Pearson's National Securities Experience June 2008 - August 2008
Job Real Estate Consultant
Industry Real Estate
Experience
Pearson Realty Group May 2008 - Present
KGP Inc. August 2008 - August 2009
National Securities June 2008 - August 2008
Skills
Real Estate, Foreclosures, Sellers, Relocation, Short Sales, Real Estate Transactions, Investment Properties, Condos, Selling, Real Estate Development, Investors, Brokerage, First Time Home Buyers, Buyer Representation, REO, Referrals, Sales
Education
Indiana University Bloomington
BS, Finance, Mathematics, Economics
Pearson Realty Group May 2008 - Present
KGP Inc. August 2008 - August 2009
National Securities June 2008 - August 2008
Skills
Real Estate, Foreclosures, Sellers, Relocation, Short Sales, Real Estate Transactions, Investment Properties, Condos, Selling, Real Estate Development, Investors, Brokerage, First Time Home Buyers, Buyer Representation, REO, Referrals, Sales
Education
Indiana University Bloomington
BS, Finance, Mathematics, Economics
sherman felix's National Securities Experience September 2013 - January 2014
Job Investment banker
Industry Financial Services
Experience
Joseph stone capital January 2014 - Present
National Securities September 2013 - January 2014
rockwell global January 2012 - August 2012
Woodstock Financial Group, Inc. September 2011 - January 2012
Brookstone Financial March 2009 - September 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Outlook, Photoshop, Teaching, HTML, Budgets, C++, C, Editing, Sales, Finance, Investments, Wealth Management, Asset Management, Equities, Series 7, Series 63, Retirement Planning
Education
Nassau Community College 2001 — 2003
Liberal arts, Accounting and Finance
Queensborough Community College 1991 — 1993
Associate's degree, Accounting and Finance
farrockaway highschool 1986 — 1991
economics high school diploma, Applied Economics
Joseph stone capital January 2014 - Present
National Securities September 2013 - January 2014
rockwell global January 2012 - August 2012
Woodstock Financial Group, Inc. September 2011 - January 2012
Brookstone Financial March 2009 - September 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Outlook, Photoshop, Teaching, HTML, Budgets, C++, C, Editing, Sales, Finance, Investments, Wealth Management, Asset Management, Equities, Series 7, Series 63, Retirement Planning
Education
Nassau Community College 2001 — 2003
Liberal arts, Accounting and Finance
Queensborough Community College 1991 — 1993
Associate's degree, Accounting and Finance
farrockaway highschool 1986 — 1991
economics high school diploma, Applied Economics
Daniel Mak's National Securities Experience April 2011 - August 2011
Job Sales Associate at LaZBoy Furniture Galleries
Industry Retail
Experience
La-Z-Boy Furniture Galleries September 2014 - Present
Business Asset Furniure January 2012 - August 2013
Andersen Corporation August 2011 - February 2012
National Securities April 2011 - August 2011
Skills
Sales, Direct Sales, Marketing, Customer Service, Communication
Education
Nassau Community College 2011 — 2012
La-Z-Boy Furniture Galleries September 2014 - Present
Business Asset Furniure January 2012 - August 2013
Andersen Corporation August 2011 - February 2012
National Securities April 2011 - August 2011
Skills
Sales, Direct Sales, Marketing, Customer Service, Communication
Education
Nassau Community College 2011 — 2012
Riko Mochizuki's National Securities Experience September 2013 - May 2014
Job Incoming Analyst at Citi
Industry Investment Banking
Experience
Citi June 2015 - August 2015
National Securities September 2013 - May 2014
National Securities Corporation June 2013 - August 2013
Deutsche Bank July 2011 - July 2011
Skills
Options, Equities, Bloomberg, Accounting, Derivatives, Financial Analysis, Microsoft Excel, ETFs, Economics, Trading, Macroeconomics, Futures, Japanese market, Reuters, CTAs, Reuters 3000, Public Speaking
Education
Manhattan College 2012 — 2016
Bachelor of Science (B.S.), Finance, Economics, 3.93 / 4.00
IESE Business School - University of Navarra 2014 — 2014
Summer School, Pre-MBA
Tokyo Jogakkan High School 2006 — 2012
Citi June 2015 - August 2015
National Securities September 2013 - May 2014
National Securities Corporation June 2013 - August 2013
Deutsche Bank July 2011 - July 2011
Skills
Options, Equities, Bloomberg, Accounting, Derivatives, Financial Analysis, Microsoft Excel, ETFs, Economics, Trading, Macroeconomics, Futures, Japanese market, Reuters, CTAs, Reuters 3000, Public Speaking
Education
Manhattan College 2012 — 2016
Bachelor of Science (B.S.), Finance, Economics, 3.93 / 4.00
IESE Business School - University of Navarra 2014 — 2014
Summer School, Pre-MBA
Tokyo Jogakkan High School 2006 — 2012
Tony H. Vo's National Securities Experience July 2008 - October 2008
Job Portfolio Associate at Heitman
Industry Investment Management
Experience
Heitman September 2014 - Present
Stuart Endowment Fund August 2013 - May 2014
CIG January 2009 - January 2010
National Securities July 2008 - October 2008
Hoganson Venture Group, Inc. September 2005 - January 2006
Skills
Statistical-Arbitrage..., Matlab, VBA, Microsoft Excel, Quantitative Analysis, Risk Management, Financial Analyst, Programming
Education
IIT Stuart School of Business 2011 — 2014
Master's degree, Finance
Heitman September 2014 - Present
Stuart Endowment Fund August 2013 - May 2014
CIG January 2009 - January 2010
National Securities July 2008 - October 2008
Hoganson Venture Group, Inc. September 2005 - January 2006
Skills
Statistical-Arbitrage..., Matlab, VBA, Microsoft Excel, Quantitative Analysis, Risk Management, Financial Analyst, Programming
Education
IIT Stuart School of Business 2011 — 2014
Master's degree, Finance
Goran Lazarevic's National Securities Experience 2010 - 2011
Job Financial Advisor at Ziegler
Industry Financial Services
Experience
Ziegler November 2011 - Present
National Securities 2010 - 2011
Skills
Fixed Income, Municipal Bonds, Portfolio Management, Financial Advisory, Investments, Wealth Management, Mutual Funds, Equities, Investment Strategies, Investment Advisory, Asset Management, Bonds, Financial Modeling, Alternative Investments, Financial Analysis, Series 7, Series 63, Series 65
Education
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Economics
Ziegler November 2011 - Present
National Securities 2010 - 2011
Skills
Fixed Income, Municipal Bonds, Portfolio Management, Financial Advisory, Investments, Wealth Management, Mutual Funds, Equities, Investment Strategies, Investment Advisory, Asset Management, Bonds, Financial Modeling, Alternative Investments, Financial Analysis, Series 7, Series 63, Series 65
Education
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Economics
Spenser Anderson Spenser Anderson's National Securities Experience January 2013 - August 2015
Job Service Desk Analyst at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency August 2015 - Present
National Securities January 2013 - August 2015
Group M September 2012 - December 2012
Carolina Cinemas August 2010 - July 2012
Wells Fargo October 2011 - December 2011
Idea Integration February 2011 - August 2011
ACS November 2010 - February 2011
Waffle House October 2009 - July 2010
University of South Carolina June 2008 - August 2008
University of South Carolina July 2005 - August 2006
Skills
Storyboarding, Comics, Databases, Mac OS X, Adobe Creative Suite, Flash, Microsoft Office, Customer Service, Photoshop, PowerPoint, Dreamweaver, Illustrator, Microsoft Word, Graphic Design, InDesign
Education
Savannah College of Art and Design 2006 — 2009
BFA, Sequential Art
Creative Artists Agency August 2015 - Present
National Securities January 2013 - August 2015
Group M September 2012 - December 2012
Carolina Cinemas August 2010 - July 2012
Wells Fargo October 2011 - December 2011
Idea Integration February 2011 - August 2011
ACS November 2010 - February 2011
Waffle House October 2009 - July 2010
University of South Carolina June 2008 - August 2008
University of South Carolina July 2005 - August 2006
Skills
Storyboarding, Comics, Databases, Mac OS X, Adobe Creative Suite, Flash, Microsoft Office, Customer Service, Photoshop, PowerPoint, Dreamweaver, Illustrator, Microsoft Word, Graphic Design, InDesign
Education
Savannah College of Art and Design 2006 — 2009
BFA, Sequential Art
Andy Rackauskas's National Securities Experience December 2007 - December 2008
Job Account Representative at Wolters Kluwer Legal & Regulatory Solutions U.S.
Industry Computer Software
Experience
Wolters Kluwer Legal & Regulatory Solutions U.S. March 2015 - Present
Wolters Kluwer Legal & Regulatory Solutions U.S. March 2014 - March 2015
InnerWorkings EMEA March 2013 - December 2013
Zacks Investment Research September 2011 - February 2013
Chicago Sport and Social Club 2005 - 2012
National Securities December 2007 - December 2008
Skills
Microsoft Excel, Sales, New Business Development, Project Management, Salesforce.com, Microsoft Office, SaaS, Social Media Marketing, Management, Social Media, PowerPoint, Customer Service, Business Analysis, Microsoft Word, Direct Sales, Leadership, Account Management
Education
Loyola University of Chicago 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Hinsdale south
Wolters Kluwer Legal & Regulatory Solutions U.S. March 2015 - Present
Wolters Kluwer Legal & Regulatory Solutions U.S. March 2014 - March 2015
InnerWorkings EMEA March 2013 - December 2013
Zacks Investment Research September 2011 - February 2013
Chicago Sport and Social Club 2005 - 2012
National Securities December 2007 - December 2008
Skills
Microsoft Excel, Sales, New Business Development, Project Management, Salesforce.com, Microsoft Office, SaaS, Social Media Marketing, Management, Social Media, PowerPoint, Customer Service, Business Analysis, Microsoft Word, Direct Sales, Leadership, Account Management
Education
Loyola University of Chicago 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Hinsdale south
Daniel Padilla Daniel Padilla's National Securities Experience 1996 - 2000
Job Managing Director, Head of Institutional Trading at IFS Securities
Industry Financial Services
Experience
IFS Securities October 2014 - Present
Divine Capital Markets May 2011 - September 2014
Seton Securities Group September 2004 - May 2011
Magna Securities Corp. September 2000 - August 2004
National Securities 1996 - 2000
Skills
Trading, Equity Trading, Share Repurchase, Capital Markets, Investment Banking, Hedge Funds, Options, Securities, Electronic Trading, Financial Markets, Investments, Asset Managment, ETFs, Private Equity, Disaster Recovery, New Business Development, Asset Management, Syndications, Bloomberg, Portfolio Management, Series 24, Series 7, Series 63, Market Making, Derivatives, Alternative Investments, Mutual Funds, Equities, Traders
Education
Kingsborough Community College 1994 — 1995
Criminalistics and Criminal Science
Lake Brantley
IFS Securities October 2014 - Present
Divine Capital Markets May 2011 - September 2014
Seton Securities Group September 2004 - May 2011
Magna Securities Corp. September 2000 - August 2004
National Securities 1996 - 2000
Skills
Trading, Equity Trading, Share Repurchase, Capital Markets, Investment Banking, Hedge Funds, Options, Securities, Electronic Trading, Financial Markets, Investments, Asset Managment, ETFs, Private Equity, Disaster Recovery, New Business Development, Asset Management, Syndications, Bloomberg, Portfolio Management, Series 24, Series 7, Series 63, Market Making, Derivatives, Alternative Investments, Mutual Funds, Equities, Traders
Education
Kingsborough Community College 1994 — 1995
Criminalistics and Criminal Science
Lake Brantley
Anqi Jiao Anqi Jiao's National Securities Experience January 2013 - November 2013
Job Finance PhD Student at University of Alabama
Industry Research
Experience
Alabama Center for Insurance Information and Research August 2015 - Present
Georgia State University February 2014 - August 2015
Entertainment Risk October 2014 - July 2015
National Securities January 2013 - November 2013
Skills
R, Python, SAS programming, VBA, C++, Risk Analysis, Investments, Quantitative Risk, Financial Modeling, Portfolio Management, Option Pricing Models, Matlab, Finance, Financial Analysis, Stata, Microsoft Excel, Quantitative Finance, Fixed Income Analysis, Equity Derivatives, Interest Rate..., Credit Derivatives, Access, Risk Management, Data Analysis
Education
University of Alabama 2015 — 2019
Doctor of Philosophy (Ph.D.)
Georgia State University 2014 — 2015
Master's Degree
Syracuse University 2011 — 2012
Master's Degree
Michigan State University 2007 — 2010
Bachelor's Degree
Alabama Center for Insurance Information and Research August 2015 - Present
Georgia State University February 2014 - August 2015
Entertainment Risk October 2014 - July 2015
National Securities January 2013 - November 2013
Skills
R, Python, SAS programming, VBA, C++, Risk Analysis, Investments, Quantitative Risk, Financial Modeling, Portfolio Management, Option Pricing Models, Matlab, Finance, Financial Analysis, Stata, Microsoft Excel, Quantitative Finance, Fixed Income Analysis, Equity Derivatives, Interest Rate..., Credit Derivatives, Access, Risk Management, Data Analysis
Education
University of Alabama 2015 — 2019
Doctor of Philosophy (Ph.D.)
Georgia State University 2014 — 2015
Master's Degree
Syracuse University 2011 — 2012
Master's Degree
Michigan State University 2007 — 2010
Bachelor's Degree
Brittany Popaca Brittany Popaca's National Securities Experience July 2013 - July 2015
Job Sales Assistant at National Securities
Industry Financial Services
Experience
Fortren Funding LLC May 2014 - Present
National Securities July 2013 - July 2015
Elevation LLC February 2013 - July 2013
DLP Realty 2012 - 2013
Blinds To Go March 2010 - May 2012
Arrowhead Tennis Club October 2008 - February 2010
Education
Moravian College 2004 — 2008
Bachelor of Arts (B.A.), Historical Studies
Fortren Funding LLC May 2014 - Present
National Securities July 2013 - July 2015
Elevation LLC February 2013 - July 2013
DLP Realty 2012 - 2013
Blinds To Go March 2010 - May 2012
Arrowhead Tennis Club October 2008 - February 2010
Education
Moravian College 2004 — 2008
Bachelor of Arts (B.A.), Historical Studies
Ghazanfar. (Gus) Rafiq's National Securities Experience January 2014 - June 2015
Job Owner/manager
Industry Pharmaceuticals
Experience
Self-employed 2011 - Present
National Securities January 2014 - June 2015
Abs environmental 2008 - 2011
Skills
Series 7, Wealth Management, Equities, Series 63, Portfolio Management
Education
Kingsborough Community College
Business Administration and Management, General
Self-employed 2011 - Present
National Securities January 2014 - June 2015
Abs environmental 2008 - 2011
Skills
Series 7, Wealth Management, Equities, Series 63, Portfolio Management
Education
Kingsborough Community College
Business Administration and Management, General
Stephen Michals Stephen Michals's National Securities Experience October 2011 - Present
Job
Industry Staffing and Recruiting
Experience
National Securities October 2011 - Present
Uptick Consulting April 2010 - Present
GunnAllen Financial January 2003 - May 2010
Montauk Financial Group October 2000 - January 2003
HD Brous & Co. December 1997 - March 1999
IAI January 1994 - December 1997
Skills
Recruiting, Broker-Dealer, Financial Services, Brokerage, Investment Advisory, Business Development, Securities, Capital Markets, Trading, Risk Management, Retirement, Funding, Negotiation, Bonds, Management, Human Resources, Series 65, Private Equity, Investment Strategies, Portfolio Management, Series 7, Options, AML, Finance, Series 63, Electronic Trading, Financial Markets, Fixed Income, ETFs, Investment Management, Venture Capital, Mergers & Acquisitions, Equity Trading, Due Diligence
Education
Monmouth University 1988 — 1991
BS
Rider University 1987 — 1988
National Securities October 2011 - Present
Uptick Consulting April 2010 - Present
GunnAllen Financial January 2003 - May 2010
Montauk Financial Group October 2000 - January 2003
HD Brous & Co. December 1997 - March 1999
IAI January 1994 - December 1997
Skills
Recruiting, Broker-Dealer, Financial Services, Brokerage, Investment Advisory, Business Development, Securities, Capital Markets, Trading, Risk Management, Retirement, Funding, Negotiation, Bonds, Management, Human Resources, Series 65, Private Equity, Investment Strategies, Portfolio Management, Series 7, Options, AML, Finance, Series 63, Electronic Trading, Financial Markets, Fixed Income, ETFs, Investment Management, Venture Capital, Mergers & Acquisitions, Equity Trading, Due Diligence
Education
Monmouth University 1988 — 1991
BS
Rider University 1987 — 1988
Daniel Stroud Daniel Stroud's National Securities Experience June 2013 - September 2013
Job Bronx Baseball Dreams
Industry Nonprofit Organization Management
Experience
Bronx Baseball Dreams November 2013 - Present
Global Teaching and Learning, Inc. February 2010 - Present
National Securities June 2013 - September 2013
Ardsley Union Free School District September 2011 - December 2012
Urban Education Exchange- ReadWorks September 2011 - June 2012
Frozen Ropes Training Facility September 2010 - June 2012
Teachers College, Columbia University January 2010 - January 2012
NYU Stern School of Business October 2010 - November 2010
JSTNYC Consultants January 2008 - January 2009
Education
SUNY Purchase 2010 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
St. Thomas Aquinas College 2009 — 2010
Business Administration and Management, General
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2008 — 2009
Business Administration and Management, General
Bronx Baseball Dreams November 2013 - Present
Global Teaching and Learning, Inc. February 2010 - Present
National Securities June 2013 - September 2013
Ardsley Union Free School District September 2011 - December 2012
Urban Education Exchange- ReadWorks September 2011 - June 2012
Frozen Ropes Training Facility September 2010 - June 2012
Teachers College, Columbia University January 2010 - January 2012
NYU Stern School of Business October 2010 - November 2010
JSTNYC Consultants January 2008 - January 2009
Education
SUNY Purchase 2010 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
St. Thomas Aquinas College 2009 — 2010
Business Administration and Management, General
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2008 — 2009
Business Administration and Management, General
James DellaVecchia's National Securities Experience March 2008 - March 2009
Job Financial Advisor at The Allwood Forlenza Agency
Industry Financial Services
Experience
The DellaVecchia Group LLC January 2014 - Present
The Allwood Forlenza Agency January 2014 - Present
Emerald Financial Resources - A MassMutual Company March 2009 - January 2014
National Securities March 2008 - March 2009
Westrock Advisors January 2006 - March 2008
Joseph Stevens January 2005 - January 2006
Skills
Retirement, Retirement Planning, Insurance, Strategic Financial..., Financial Services, Investments, Securities, Fixed Annuities, Wealth Management, Life Insurance, Mutual Funds, Estate Planning, Strategic Planning, Series 63, Employee Benefits, IRAs, Small Business, Series 7, Disability Insurance, Term Life Insurance, 401k, Series 6, College Education...
Education
Montclair State University 2001 — 2005
Business, Business Management, General
St. Peters Prepatory 1999 — 2001
North Arlington High School
The DellaVecchia Group LLC January 2014 - Present
The Allwood Forlenza Agency January 2014 - Present
Emerald Financial Resources - A MassMutual Company March 2009 - January 2014
National Securities March 2008 - March 2009
Westrock Advisors January 2006 - March 2008
Joseph Stevens January 2005 - January 2006
Skills
Retirement, Retirement Planning, Insurance, Strategic Financial..., Financial Services, Investments, Securities, Fixed Annuities, Wealth Management, Life Insurance, Mutual Funds, Estate Planning, Strategic Planning, Series 63, Employee Benefits, IRAs, Small Business, Series 7, Disability Insurance, Term Life Insurance, 401k, Series 6, College Education...
Education
Montclair State University 2001 — 2005
Business, Business Management, General
St. Peters Prepatory 1999 — 2001
North Arlington High School
Adriana Segarra Adriana Segarra's National Securities Experience October 2007 - June 2009
Job NY Attorney
Industry Law Practice
Experience
Selip & Stylianou LLP January 2015 - Present
Kronzek & Cronkright PLLC July 2013 - December 2013
Kings County District Attorneys Office May 2013 - July 2013
Fischer & Burstein, P.C. January 2010 - March 2011
Law Office of Mimi W. Fei, PLLC June 2009 - August 2009
National Securities October 2007 - June 2009
Skills
Criminal Law, Legal Issues, Trials, Research, Document Review, Legal Research, Courts, Pleadings, Depositions, Legal Assistance, Hearings, Mediation, Wills
Education
Michigan State University College of Law
Juris Doctor
Queens College
Bachelor of Arts (B.A.), Political Science
The Mary Louis Academy
Selip & Stylianou LLP January 2015 - Present
Kronzek & Cronkright PLLC July 2013 - December 2013
Kings County District Attorneys Office May 2013 - July 2013
Fischer & Burstein, P.C. January 2010 - March 2011
Law Office of Mimi W. Fei, PLLC June 2009 - August 2009
National Securities October 2007 - June 2009
Skills
Criminal Law, Legal Issues, Trials, Research, Document Review, Legal Research, Courts, Pleadings, Depositions, Legal Assistance, Hearings, Mediation, Wills
Education
Michigan State University College of Law
Juris Doctor
Queens College
Bachelor of Arts (B.A.), Political Science
The Mary Louis Academy
Joseph Lloyd's National Securities Experience March 2012 - Present
Job Investment Executive at National Securities
Industry Financial Services
Experience
National Securities March 2012 - Present
Acumen Investment Services December 2008 - February 2012
Diefendorf Capital Planning February 2007 - December 2008
Wachovia Securities September 2002 - February 2007
Manulife Financial (Now John Hancock) May 1998 - May 2002
Young Life of Fairfield CT September 1993 - June 1996
Skills
Estate Planning, Financial Planning, Wealth Management, Small Business, Retirement Planning
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Sacred Heart University
Sandler Training
Sandler Training
National Securities March 2012 - Present
Acumen Investment Services December 2008 - February 2012
Diefendorf Capital Planning February 2007 - December 2008
Wachovia Securities September 2002 - February 2007
Manulife Financial (Now John Hancock) May 1998 - May 2002
Young Life of Fairfield CT September 1993 - June 1996
Skills
Estate Planning, Financial Planning, Wealth Management, Small Business, Retirement Planning
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Sacred Heart University
Sandler Training
Sandler Training
Nicholas Kraiko's National Securities Experience January 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
National Securities January 2014 - Present
Principal Financial Group May 2011 - January 2014
Edward Jones, Finance September 2009 - April 2011
JP Morgan Chase, Business Development August 2008 - June 2009
UPS May 2006 - October 2007
United Parcel Service, Finance February 2006 - May 2006
UPS June 2005 - February 2006
Skills
Retirement Planning, Finance, Insurance, Investments, Sales, Series 7, Retirement, Life Insurance, New Business Development, Marketing Strategy, Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Fixed Annuities, Accounting, 401k, Financial Risk, Securities, Portfolio Management, Financial Services, Asset Management, Disability Insurance
Education
Indiana University - Kelley School of Business 2001 — 2005
Business Economics; Public Policy, Finance, and International Business
University of Maastricht. Maastricht
European economics and international business
National Securities January 2014 - Present
Principal Financial Group May 2011 - January 2014
Edward Jones, Finance September 2009 - April 2011
JP Morgan Chase, Business Development August 2008 - June 2009
UPS May 2006 - October 2007
United Parcel Service, Finance February 2006 - May 2006
UPS June 2005 - February 2006
Skills
Retirement Planning, Finance, Insurance, Investments, Sales, Series 7, Retirement, Life Insurance, New Business Development, Marketing Strategy, Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Fixed Annuities, Accounting, 401k, Financial Risk, Securities, Portfolio Management, Financial Services, Asset Management, Disability Insurance
Education
Indiana University - Kelley School of Business 2001 — 2005
Business Economics; Public Policy, Finance, and International Business
University of Maastricht. Maastricht
European economics and international business
Nick Caso Nick Caso's National Securities Experience June 2014 - August 2014
Job StudentAthlete, Registered Representative
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management: Vector Group July 2015 - August 2015
National Securities June 2014 - August 2014
New York State Senate June 2013 - August 2013
Poly Prep Summer Experience June 2011 - August 2011
Poly Prep Country Day School May 2010 - August 2010
Wendy's June 2009 - August 2009
Skills
Athletics, Writing, PowerPoint, Microsoft Excel, Economics, Social Media, Microsoft Word, Windows, Spanish, Research, Microsoft Office, Teamwork, Event Planning, Editing, Public Speaking, Leadership, Data Analysis, Social Networking, Marketing, Financial Analysis, Customer Service, Analysis
Education
Hamilton College 2012 — 2016
Bachelor of Arts (B.A.), Economics, 3.4
Poly Prep Country Day School 2005 — 2012
Morgan Stanley Private Wealth Management: Vector Group July 2015 - August 2015
National Securities June 2014 - August 2014
New York State Senate June 2013 - August 2013
Poly Prep Summer Experience June 2011 - August 2011
Poly Prep Country Day School May 2010 - August 2010
Wendy's June 2009 - August 2009
Skills
Athletics, Writing, PowerPoint, Microsoft Excel, Economics, Social Media, Microsoft Word, Windows, Spanish, Research, Microsoft Office, Teamwork, Event Planning, Editing, Public Speaking, Leadership, Data Analysis, Social Networking, Marketing, Financial Analysis, Customer Service, Analysis
Education
Hamilton College 2012 — 2016
Bachelor of Arts (B.A.), Economics, 3.4
Poly Prep Country Day School 2005 — 2012
Sonia Trivedi Sonia Trivedi's National Securities Experience June 2014 - Present
Job National Securities
Industry Investment Management
Experience
National Securities June 2014 - Present
TD October 2013 - January 2014
Joe's Crab Shack March 2011 - October 2013
Skills
Economics, Econometrics, Series 7, Series 63, Finance, Data Analysis, Stata, Regression Analysis, Microsoft Excel, Leadership, Market Research, Dependable Team Player, Statistics, Public Speaking, EMT, Statistical Data..., Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2014
Bachelor of Arts (BA), Economics, Psychology, Biology Minor
National Securities June 2014 - Present
TD October 2013 - January 2014
Joe's Crab Shack March 2011 - October 2013
Skills
Economics, Econometrics, Series 7, Series 63, Finance, Data Analysis, Stata, Regression Analysis, Microsoft Excel, Leadership, Market Research, Dependable Team Player, Statistics, Public Speaking, EMT, Statistical Data..., Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2014
Bachelor of Arts (BA), Economics, Psychology, Biology Minor
Adam Riback's National Securities Experience 2001 - Present
Job Sr. Account Executive
Industry Financial Services
Experience
National Securities 2001 - Present
Joseph Gunnar 1998 - 2001
Skills
Securities, Building Relationships, Life Insurance, Retirement Rollovers, Key Account Management, Capital Raising, Syndicate, Performance Improvement, Client Case Design, Intergenerational..., Business Succession..., Group Life, Captive Insurance, Business Development, Scuba Diving, Retirement, Finance, Investments, Series 7, Insurance, Management, Financial Services, Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Financial Analysis, Strategy, Strategic Planning
Education
Greico Financial Institution 1994 — 1995
Series 7,63, 9,10 NY State Life Insurance License
Kingsborough Community College 1989 — 1991
National Securities 2001 - Present
Joseph Gunnar 1998 - 2001
Skills
Securities, Building Relationships, Life Insurance, Retirement Rollovers, Key Account Management, Capital Raising, Syndicate, Performance Improvement, Client Case Design, Intergenerational..., Business Succession..., Group Life, Captive Insurance, Business Development, Scuba Diving, Retirement, Finance, Investments, Series 7, Insurance, Management, Financial Services, Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Financial Analysis, Strategy, Strategic Planning
Education
Greico Financial Institution 1994 — 1995
Series 7,63, 9,10 NY State Life Insurance License
Kingsborough Community College 1989 — 1991
Jim Devary's National Securities Experience November 2008 - Present
Job Sr. Vice President at Forte Capital Group
Industry Financial Services
Experience
National Securities November 2008 - Present
GunnAllen Financial April 2006 - November 2008
US Army January 1999 - December 2006
Skills
Series 7, Investments, Finance, Securities, Retirement, Series 63, Financial Services, Fixed Annuities, Equities, Alternative Investments, Mutual Funds, Wealth Management, Investment Strategies, Portfolio Management, Bonds, Fixed Income, Options, Hedge Funds, Asset Management, Risk Management, Capital Markets, Asset Managment, Asset Allocation, Term Life Insurance, Life Insurance, ETFs, Equity Trading
Education
Pace University - Lubin School of Business
finance
Pace University - Lubin School of Business
National Securities November 2008 - Present
GunnAllen Financial April 2006 - November 2008
US Army January 1999 - December 2006
Skills
Series 7, Investments, Finance, Securities, Retirement, Series 63, Financial Services, Fixed Annuities, Equities, Alternative Investments, Mutual Funds, Wealth Management, Investment Strategies, Portfolio Management, Bonds, Fixed Income, Options, Hedge Funds, Asset Management, Risk Management, Capital Markets, Asset Managment, Asset Allocation, Term Life Insurance, Life Insurance, ETFs, Equity Trading
Education
Pace University - Lubin School of Business
finance
Pace University - Lubin School of Business
Funsho Oke Funsho Oke's National Securities Experience December 2012 - Present
Job Independent contractor/Financial consultant at National Securities
Industry Investment Management
Experience
National Securities December 2012 - Present
BCM Equity Group May 2012 - Present
http://www.investingport.com February 2009 - May 2012
Education
Roosevelt University
Bachelors, Biolology
National Securities December 2012 - Present
BCM Equity Group May 2012 - Present
http://www.investingport.com February 2009 - May 2012
Education
Roosevelt University
Bachelors, Biolology
Conor Lynch Conor Lynch's National Securities Experience July 2014 - February 2015
Job Financial Solutions at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
National Securities July 2014 - February 2015
Fastenal November 2013 - July 2014
Skills
Sales, Customer Service, Series 7, Stocks, Asset Allocation, Investments, Inventory Management, Purchasing, Leadership, Accounting, Sales Management, Corporate Finance, Social Media Marketing, Public Relations, Account Management, Accounts Receivable, Product Management, Finance, Securities, Series 63, Social Networking, Networking, Public Speaking, Cold Calling, New Business Development, Microsoft Office, Microsoft Excel, Microsoft Word, Sales Operations, Management, PowerPoint, Team Leadership, Financial Services, REITs, 401k, Retirement Planning, Social Media, Event Planning, Time Management, Research, Financial Analysis, Financial Planning, Financial Modeling, Strategic Planning, Portfolio Management, Equities
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
Merrill Lynch March 2015 - Present
National Securities July 2014 - February 2015
Fastenal November 2013 - July 2014
Skills
Sales, Customer Service, Series 7, Stocks, Asset Allocation, Investments, Inventory Management, Purchasing, Leadership, Accounting, Sales Management, Corporate Finance, Social Media Marketing, Public Relations, Account Management, Accounts Receivable, Product Management, Finance, Securities, Series 63, Social Networking, Networking, Public Speaking, Cold Calling, New Business Development, Microsoft Office, Microsoft Excel, Microsoft Word, Sales Operations, Management, PowerPoint, Team Leadership, Financial Services, REITs, 401k, Retirement Planning, Social Media, Event Planning, Time Management, Research, Financial Analysis, Financial Planning, Financial Modeling, Strategic Planning, Portfolio Management, Equities
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
Justin W. Parker's National Securities Experience May 2015 - Present
Job at
Industry International Trade and Development
Experience
National Securities May 2015 - Present
Hampden-Sydney College September 2012 - Present
Glory Days Grill July 2012 - January 2014
Kumon July 2011 - June 2012
Skills
Working knowledge of..., Knowledge of..., Data Entry, Calculus, Linear Algebra, International Finance, International Trade, Macroeconomics, Political Philosophy, Public Speaking, Debate, Customer Service, Leadership, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Nonprofits, PowerPoint
Education
Hampden-Sydney College 2012 — 2016
Osbourn Park High School 2009 — 2012
High School Diploma
National Securities May 2015 - Present
Hampden-Sydney College September 2012 - Present
Glory Days Grill July 2012 - January 2014
Kumon July 2011 - June 2012
Skills
Working knowledge of..., Knowledge of..., Data Entry, Calculus, Linear Algebra, International Finance, International Trade, Macroeconomics, Political Philosophy, Public Speaking, Debate, Customer Service, Leadership, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Nonprofits, PowerPoint
Education
Hampden-Sydney College 2012 — 2016
Osbourn Park High School 2009 — 2012
High School Diploma
James Steiger James Steiger's National Securities Experience May 2014 - August 2014
Job Corporate Credit Analyst Intern at ZAIS Financial Group
Industry Financial Services
Experience
ZAIS Financial Group August 2014 - Present
National Securities May 2014 - August 2014
Aeon Multi-Opportunity Funds February 2014 - May 2014
Four Springs Capital LLC June 2013 - March 2014
Mr. Vitamin February 2010 - June 2012
Skills
Leadership, Analysis, Financial Modeling, Training, Finance, Investments, Microsoft Office, PowerPoint, Teamwork, Due Diligence, Time Management, Financial Analysis, Strategy, Microsoft Excel, Microsoft Word, Public Speaking, Valuation, Corporate Finance, Investment Banking
Education
Monmouth University 2012 — 2015
Bachelor’s Degree, Business Administration with a Concentration in Finance, 3.97
Macquarie University 2010 — 2012
Bachelor's Degree, Applied Finance and Law
Barker College 2007 — 2009
High School
ZAIS Financial Group August 2014 - Present
National Securities May 2014 - August 2014
Aeon Multi-Opportunity Funds February 2014 - May 2014
Four Springs Capital LLC June 2013 - March 2014
Mr. Vitamin February 2010 - June 2012
Skills
Leadership, Analysis, Financial Modeling, Training, Finance, Investments, Microsoft Office, PowerPoint, Teamwork, Due Diligence, Time Management, Financial Analysis, Strategy, Microsoft Excel, Microsoft Word, Public Speaking, Valuation, Corporate Finance, Investment Banking
Education
Monmouth University 2012 — 2015
Bachelor’s Degree, Business Administration with a Concentration in Finance, 3.97
Macquarie University 2010 — 2012
Bachelor's Degree, Applied Finance and Law
Barker College 2007 — 2009
High School
Andrew Hammer Andrew Hammer's National Securities Experience December 2013 - June 2014
Job Analyst at Northland Capital Markets
Industry Financial Services
Experience
Northland Capital Markets April 2015 - Present
CorVel Corporation June 2014 - August 2014
National Securities December 2013 - June 2014
Queens College Ascend August 2013 - May 2014
OurCrowd May 2013 - July 2013
Skills
Microsoft Excel, Finance, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Venture Capital, Data Analysis, Economics, Bloomberg Terminal, Start-ups, Crowdfunding, Financial Modeling, Commodity Markets, Options Strategies, Budgets, 401k
Education
Queens College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Queens College 2012 — 2014
Bachelor of Arts (BA), Economics
Northland Capital Markets April 2015 - Present
CorVel Corporation June 2014 - August 2014
National Securities December 2013 - June 2014
Queens College Ascend August 2013 - May 2014
OurCrowd May 2013 - July 2013
Skills
Microsoft Excel, Finance, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Venture Capital, Data Analysis, Economics, Bloomberg Terminal, Start-ups, Crowdfunding, Financial Modeling, Commodity Markets, Options Strategies, Budgets, 401k
Education
Queens College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Queens College 2012 — 2014
Bachelor of Arts (BA), Economics
Anthony J. Stec II, MBA Anthony J. Stec II, MBA's National Securities Experience May 2003 - September 2003
Job Director of Finance and Operations at the Wolcott School
Industry Nonprofit Organization Management
Experience
Wolcott School May 2015 - Present
Jewish Community Center of Chicago January 2013 - May 2015
Jewish Community Center of Chicago January 2010 - December 2012
Jewish Community Center of Chicago January 2007 - December 2009
DeVry Inc. December 2005 - December 2006
DeVry Inc. October 2003 - December 2005
National Securities May 2003 - September 2003
Refco May 2001 - September 2001
Skills
Analysis, Budgeting, Forecasting, Excel, Crystal Reports, Financial Reporting, Financial Analysis, PowerPoint, Microsoft Office, Accounting, Access, Word, Strategic Planning, Non-profits, Fundraising, Compliance, Data Analysis, Financial Planning, Documentation, Process Improvement, Outlook, Business Analysis, Lotus Notes, Supervisory Skills, Problem Solving, Jet Reporting, Business Process..., Business Process, Process Automation, Annual Reports, Report Writing, Executive Reporting, Financial Modeling, Financial Accounting, Mentoring, Process Engineering, Budgets, Microsoft Word, Strategic Financial..., Coaching, Cross-functional Team..., Management, Microsoft Excel, Nonprofits, Training
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
MBA, Finance
University of Dayton 1999 — 2003
Bachelor's, Finance, Economics
Loyola Academy 1996 — 1999
Wolcott School May 2015 - Present
Jewish Community Center of Chicago January 2013 - May 2015
Jewish Community Center of Chicago January 2010 - December 2012
Jewish Community Center of Chicago January 2007 - December 2009
DeVry Inc. December 2005 - December 2006
DeVry Inc. October 2003 - December 2005
National Securities May 2003 - September 2003
Refco May 2001 - September 2001
Skills
Analysis, Budgeting, Forecasting, Excel, Crystal Reports, Financial Reporting, Financial Analysis, PowerPoint, Microsoft Office, Accounting, Access, Word, Strategic Planning, Non-profits, Fundraising, Compliance, Data Analysis, Financial Planning, Documentation, Process Improvement, Outlook, Business Analysis, Lotus Notes, Supervisory Skills, Problem Solving, Jet Reporting, Business Process..., Business Process, Process Automation, Annual Reports, Report Writing, Executive Reporting, Financial Modeling, Financial Accounting, Mentoring, Process Engineering, Budgets, Microsoft Word, Strategic Financial..., Coaching, Cross-functional Team..., Management, Microsoft Excel, Nonprofits, Training
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
MBA, Finance
University of Dayton 1999 — 2003
Bachelor's, Finance, Economics
Loyola Academy 1996 — 1999
Allison Mak Allison Mak's National Securities Experience
Job Executive Sales Assistant at National Securities
Industry Financial Services
Experience
National Securities
Skills
Microsoft Office, Life Insurance, Communication
Education
Molloy College 2012 — 2013
Business Administration and Management, General
National Securities
Skills
Microsoft Office, Life Insurance, Communication
Education
Molloy College 2012 — 2013
Business Administration and Management, General
Yaqi(Nancy) Ding's National Securities Experience June 2015 - August 2015
Job Senior Student at Penn State | Finance major
Industry Financial Services
Experience
International Student Orientation August 2015 - August 2015
National Securities June 2015 - August 2015
Wall Street Boot Camp January 2015 - May 2015
Effective Writing: Business Writing Project May 2014 - June 2014
Penn State LeaderShape Institute May 2014 - May 2014
Penn State Department of Economics September 2013 - December 2013
Skills
Leadership, Teamwork, Time Management, Research, Microsoft Office, Valuation, Public Speaking, Social Media, Team Leadership, Event Planning, Management, Finance, Investments
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, Cumulative GPA: 3.79/4.00
International Student Orientation August 2015 - August 2015
National Securities June 2015 - August 2015
Wall Street Boot Camp January 2015 - May 2015
Effective Writing: Business Writing Project May 2014 - June 2014
Penn State LeaderShape Institute May 2014 - May 2014
Penn State Department of Economics September 2013 - December 2013
Skills
Leadership, Teamwork, Time Management, Research, Microsoft Office, Valuation, Public Speaking, Social Media, Team Leadership, Event Planning, Management, Finance, Investments
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, Cumulative GPA: 3.79/4.00
Anthony J. Frascone's National Securities Experience July 2014 - May 2015
Job Financial Services Representative
Industry Financial Services
Experience
National Securities July 2014 - May 2015
Stanwich Energy Advisors LLC July 2013 - July 2014
Education
Iona College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Anthony's High School 2005 — 2009
National Securities July 2014 - May 2015
Stanwich Energy Advisors LLC July 2013 - July 2014
Education
Iona College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Anthony's High School 2005 — 2009
Joshua Strauss Joshua Strauss's National Securities Experience December 2013 - May 2014
Job Assurance Associate Alternative Investments at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Hal-Hen Co. Inc. January 2012 - December 2014
National Securities December 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Access, Accounting, Facebook, Financial Analysis
Education
Queens College 2010 — 2014
Bachelor of Arts (BA), Accounting and Economics
PwC January 2015 - Present
Hal-Hen Co. Inc. January 2012 - December 2014
National Securities December 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Access, Accounting, Facebook, Financial Analysis
Education
Queens College 2010 — 2014
Bachelor of Arts (BA), Accounting and Economics
Moses Kim Moses Kim's National Securities Experience June 2014 - August 2014
Job Inventory Control Analyst at Hudson Group
Industry Financial Services
Experience
Hudson Group May 2015 - Present
National Securities June 2014 - August 2014
Skills
Microsoft Excel, Investments, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Customer Service, Leadership, Financial Analysis, Time Management, Sales, Marketing
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2015
Bachelor’s Degree, Finance, General
Hudson Group May 2015 - Present
National Securities June 2014 - August 2014
Skills
Microsoft Excel, Investments, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Customer Service, Leadership, Financial Analysis, Time Management, Sales, Marketing
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2015
Bachelor’s Degree, Finance, General
Gerard Morra Gerard Morra's National Securities Experience November 2013 - Present
Job Regional Supervisor National Securities
Industry Financial Services
Experience
New York Life Insurance Company September 2015 - Present
National Securities November 2013 - Present
Gilman January 2008 - November 2013
AXA January 2003 - December 2007
AXA Advisors January 2003 - December 2007
Skills
Computer savy, Fast leaner, Good listener, Insurance, Annuities, Compliance, Long Term Care, Retirement, Universal Life, IRA's, Financial Planning, Mutual Funds, Retirement Planning, FINRA, Series 7, Securities, Investment Advisory, Series 24, AML, Equities, Wealth Management, Fixed Annuities, Alternative Investments, Investments, Anti Money Laundering
Education
Mount Saint Mary College 2005 — 2006
Master, Business
Penn State University 1998 — 2002
Bachelors in Business, Finance
Penn State University 1998 — 2002
Bachelor's degree, Business with Finance concentrations
New York Life Insurance Company September 2015 - Present
National Securities November 2013 - Present
Gilman January 2008 - November 2013
AXA January 2003 - December 2007
AXA Advisors January 2003 - December 2007
Skills
Computer savy, Fast leaner, Good listener, Insurance, Annuities, Compliance, Long Term Care, Retirement, Universal Life, IRA's, Financial Planning, Mutual Funds, Retirement Planning, FINRA, Series 7, Securities, Investment Advisory, Series 24, AML, Equities, Wealth Management, Fixed Annuities, Alternative Investments, Investments, Anti Money Laundering
Education
Mount Saint Mary College 2005 — 2006
Master, Business
Penn State University 1998 — 2002
Bachelors in Business, Finance
Penn State University 1998 — 2002
Bachelor's degree, Business with Finance concentrations
Julian Rappaport Julian Rappaport's National Securities Experience May 2011 - Present
Job Senior Investment Specialist at National Securities
Industry Financial Services
Experience
National Securities May 2011 - Present
The Strategic Financial Alliance June 2007 - April 2011
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Advisory, Securities, Series 63, Portfolio Management, Uniform Combined State..., Financial Analysis, Asset Management, Asset Allocation, Series 7, Equities, Bloomberg, Retirement, Fixed Annuities, Financial Services, Fixed Income, Bonds, Financial Planning
Education
The American College 1971 — 1973
Charterred Life Underwriter
Penn State University 1953 — 1957
B.S, accounting
National Securities May 2011 - Present
The Strategic Financial Alliance June 2007 - April 2011
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Advisory, Securities, Series 63, Portfolio Management, Uniform Combined State..., Financial Analysis, Asset Management, Asset Allocation, Series 7, Equities, Bloomberg, Retirement, Fixed Annuities, Financial Services, Fixed Income, Bonds, Financial Planning
Education
The American College 1971 — 1973
Charterred Life Underwriter
Penn State University 1953 — 1957
B.S, accounting
Kenneth Aristizabal Kenneth Aristizabal's National Securities Experience June 2011 - August 2011
Job Application Engineer at Sulzer
Industry Mechanical or Industrial Engineering
Experience
Sulzer Ltd March 2015 - Present
Electric Boat August 2012 - February 2015
Information Technology Services February 2007 - June 2012
National Securities June 2011 - August 2011
Skills
Matlab, Labview, ANSYS, Solidworks, Calculus, Simulink, Fluid Mechanics, Finite Element Analysis, MathCAD
Education
Stevens Institute of Technology 2010 — 2012
Bachelor of Engineering (B.E.), Mechanical Engineering, 3.1/4.0
NYU 2006 — 2010
Bachelor of Science (B.S.), Mathematics
Sulzer Ltd March 2015 - Present
Electric Boat August 2012 - February 2015
Information Technology Services February 2007 - June 2012
National Securities June 2011 - August 2011
Skills
Matlab, Labview, ANSYS, Solidworks, Calculus, Simulink, Fluid Mechanics, Finite Element Analysis, MathCAD
Education
Stevens Institute of Technology 2010 — 2012
Bachelor of Engineering (B.E.), Mechanical Engineering, 3.1/4.0
NYU 2006 — 2010
Bachelor of Science (B.S.), Mathematics
Chris Toro Chris Toro's National Securities Experience March 2004 - Present
Job President & CEO Blueprint Wealth Advisors, Inc.
Industry Financial Services
Experience
Blueprint Wealth Advisors, Inc. June 2011 - Present
National Securities March 2004 - Present
FIRST MONTAUK SECURITIES CORP. November 2000 - March 2004
Skills
Asset Managment, Investments, Structured Finance, Series 7, Financial Analysis, Equities, Financial Advisory, Series 63, FINRA, Hedge Funds, Securities, Analysis, Bloomberg, Fixed Income, Financial Services
Education
Pace University - Lubin School of Business 1993 — 1995
Accounting
Mount Saint Michael Academy 1989 — 1993
St. Francis of Assisi
Blueprint Wealth Advisors, Inc. June 2011 - Present
National Securities March 2004 - Present
FIRST MONTAUK SECURITIES CORP. November 2000 - March 2004
Skills
Asset Managment, Investments, Structured Finance, Series 7, Financial Analysis, Equities, Financial Advisory, Series 63, FINRA, Hedge Funds, Securities, Analysis, Bloomberg, Fixed Income, Financial Services
Education
Pace University - Lubin School of Business 1993 — 1995
Accounting
Mount Saint Michael Academy 1989 — 1993
St. Francis of Assisi
Perdeep Thind Perdeep Thind's National Securities Experience July 2003 - September 2004
Job Associate at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2013 - Present
Temple University - Fox School of Business and Management May 2012 - August 2012
Witmer, LLC May 2012 - August 2012
Fox MBA Student Association September 2011 - May 2012
Monsoon Indian Cuisine 2007 - August 2011
Karma Restaurant and Bar 2004 - April 2008
National Securities July 2003 - September 2004
Circuit City 1999 - 2001
Skills
Microsoft Excel, Valuation, Private Equity, Analytics, PowerPoint, DCF Valuation, Business Intelligence, LBO, Microsoft Word, Strategic Planning, Business Planning, Start-ups, Business Strategy, Leadership, Strategy, Analysis
Education
Temple University - Fox School of Business and Management 2011 — 2013
MBA, Finance & IT Management
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
BA, Economics, Information Tech & Informatics
JPMorgan Chase & Co. November 2013 - Present
Temple University - Fox School of Business and Management May 2012 - August 2012
Witmer, LLC May 2012 - August 2012
Fox MBA Student Association September 2011 - May 2012
Monsoon Indian Cuisine 2007 - August 2011
Karma Restaurant and Bar 2004 - April 2008
National Securities July 2003 - September 2004
Circuit City 1999 - 2001
Skills
Microsoft Excel, Valuation, Private Equity, Analytics, PowerPoint, DCF Valuation, Business Intelligence, LBO, Microsoft Word, Strategic Planning, Business Planning, Start-ups, Business Strategy, Leadership, Strategy, Analysis
Education
Temple University - Fox School of Business and Management 2011 — 2013
MBA, Finance & IT Management
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
BA, Economics, Information Tech & Informatics
Mark Zimmer Mark Zimmer's National Securities Experience September 2001 - September 2002
Job Trader and Investor
Industry Financial Services
Experience
Private Investor October 2011 - Present
Agamenticus Advisors LLC September 2009 - September 2011
Global Housing Foundation June 2007 - November 2010
Minds Eye Software 2008 - September 2010
Keystone Equities July 2007 - May 2009
J Giordano Securities Group April 2006 - May 2007
Philadelphia Brokerage September 2002 - March 2006
National Securities September 2001 - September 2002
Amroc Securities February 2001 - September 2001
PMG Capital January 2000 - January 2001
Skills
Investment Banking, Trading, Private Equity, Investments, Real Estate, Series 7, Series 63, Series 24, Series 55, Finance, Financial Markets, Business Development, Asset Management, Mutual Funds
Education
Lehigh University - College of Business and Economics 1978 — 1981
Finance, Economics, IR
Private Investor October 2011 - Present
Agamenticus Advisors LLC September 2009 - September 2011
Global Housing Foundation June 2007 - November 2010
Minds Eye Software 2008 - September 2010
Keystone Equities July 2007 - May 2009
J Giordano Securities Group April 2006 - May 2007
Philadelphia Brokerage September 2002 - March 2006
National Securities September 2001 - September 2002
Amroc Securities February 2001 - September 2001
PMG Capital January 2000 - January 2001
Skills
Investment Banking, Trading, Private Equity, Investments, Real Estate, Series 7, Series 63, Series 24, Series 55, Finance, Financial Markets, Business Development, Asset Management, Mutual Funds
Education
Lehigh University - College of Business and Economics 1978 — 1981
Finance, Economics, IR
Peter Beljakovic's National Securities Experience September 2010 - Present
Job Regional Supervisory Officer, National Securities, Inc.
Industry Investment Banking
Experience
National Securities September 2010 - Present
Skills
Series 7, Series 9, Series 10, Series 24, Series 63
Education
Kalamazoo College 1988 — 1992
Political Science and Government
Stuyvesant High School 1985 — 1988
National Securities September 2010 - Present
Skills
Series 7, Series 9, Series 10, Series 24, Series 63
Education
Kalamazoo College 1988 — 1992
Political Science and Government
Stuyvesant High School 1985 — 1988
Henry Quimbaya Henry Quimbaya's National Securities Experience March 2007 - January 2008
Job Infrastructure Engineer at Lloyd
Industry Information Technology and Services
Experience
Lloyd April 2015 - Present
Lloyd Group July 2012 - May 2015
Empress Media Asset Management August 2011 - July 2012
Chimera Securities March 2008 - August 2011
National Securities March 2007 - January 2008
U.S. Air Force June 2001 - January 2005
Skills
Citrix, Backup Exec, Blackberry, Active Directory, Disaster Recovery, WSUS, TSM, Servers, Help Desk Support, VPN, Troubleshooting, Operating Systems, Software Installation
Education
New York Institute of Technology-Old Westbury
Bachelor of Science, Engineering Manangement
U.S Air Force 2001 — 2005
Aircraft Metals Technology, Aircraft Metals
Lloyd April 2015 - Present
Lloyd Group July 2012 - May 2015
Empress Media Asset Management August 2011 - July 2012
Chimera Securities March 2008 - August 2011
National Securities March 2007 - January 2008
U.S. Air Force June 2001 - January 2005
Skills
Citrix, Backup Exec, Blackberry, Active Directory, Disaster Recovery, WSUS, TSM, Servers, Help Desk Support, VPN, Troubleshooting, Operating Systems, Software Installation
Education
New York Institute of Technology-Old Westbury
Bachelor of Science, Engineering Manangement
U.S Air Force 2001 — 2005
Aircraft Metals Technology, Aircraft Metals
James Schlaier James Schlaier's National Securities Experience January 2015 - Present
Job Investment Specialist at National Securities
Industry Investment Management
Experience
National Securities January 2015 - Present
Global Arena Capital Corp. April 2014 - October 2014
Skills
Tenacious Work Ethic, Great communications..., Problem Solving, Management, Strategic Planning, Leadership, Analysis, Teamwork, Time Management, Market Research, Team Leadership, Business Strategy, Access, Communication, Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking
Education
Ramapo College of NJ 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Management
Rider University 2009 — 2011
National Securities January 2015 - Present
Global Arena Capital Corp. April 2014 - October 2014
Skills
Tenacious Work Ethic, Great communications..., Problem Solving, Management, Strategic Planning, Leadership, Analysis, Teamwork, Time Management, Market Research, Team Leadership, Business Strategy, Access, Communication, Microsoft Excel, Microsoft Office, Microsoft Word, Social Networking
Education
Ramapo College of NJ 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Management
Rider University 2009 — 2011
Rob Martin San Diego Real Estate Rob Martin San Diego Real Estate's National Securities Experience 1998 - 2001
Job San Diego REALTOR® Cell:6143903169.
Industry Real Estate
Experience
CENTURY 21 Award July 2014 - Present
Self-employed 2001 - Present
REI April 2006 - Present
Arapahoe Basin Ski Area November 2003 - February 2006
Oberweis Securities 2001 - 2002
National Securities 1998 - 2001
Skills
Real Estate, Customer Service, Sales, Referrals, Negotiation, Sellers, Residential Homes, Investment Properties, Real Estate Transactions, Customer-focused Service, First Time Home Buyers, Leadership, Single Family Homes, Customer Satisfaction, Property Management
Education
San Diego State University-California State University 1989 — 1994
Bachelor of Arts (B.A.), Economics
Highland Park High School 1985 — 1989
High School, High School/Secondary Diplomas and Certificates
CENTURY 21 Award July 2014 - Present
Self-employed 2001 - Present
REI April 2006 - Present
Arapahoe Basin Ski Area November 2003 - February 2006
Oberweis Securities 2001 - 2002
National Securities 1998 - 2001
Skills
Real Estate, Customer Service, Sales, Referrals, Negotiation, Sellers, Residential Homes, Investment Properties, Real Estate Transactions, Customer-focused Service, First Time Home Buyers, Leadership, Single Family Homes, Customer Satisfaction, Property Management
Education
San Diego State University-California State University 1989 — 1994
Bachelor of Arts (B.A.), Economics
Highland Park High School 1985 — 1989
High School, High School/Secondary Diplomas and Certificates
Michael D'Elia Michael D'Elia's National Securities Experience April 2010 - July 2012
Job Loan Officer, Logistics, Consulting
Industry Banking
Experience
John Michaels Inc. August 2010 - Present
National Securities April 2010 - July 2012
Precision Financial June 2008 - September 2010
Refiance.Com August 2004 - May 2008
Skills
Marketing Communications, Loans, Social Media Marketing, Finance, Market Analysis, Management, Marketing Management, Negotiation, Business Strategy, Business Planning, Marketing, Sales Management, Market Research, Financial Analysis, Team Building, New Business Development, Sales, Microsoft Office, Banking, Customer Service
Education
Queens College 2010 — 2012
Business Finance
Nassau Community College 2008 — 2010
Liberal Arts,, Business/Managerial Economics
Floral Park Memorial 1988 — 1993
Liberal Arts, Liberal Arts and Sciences/Liberal Studies, Graduated
John Michaels Inc. August 2010 - Present
National Securities April 2010 - July 2012
Precision Financial June 2008 - September 2010
Refiance.Com August 2004 - May 2008
Skills
Marketing Communications, Loans, Social Media Marketing, Finance, Market Analysis, Management, Marketing Management, Negotiation, Business Strategy, Business Planning, Marketing, Sales Management, Market Research, Financial Analysis, Team Building, New Business Development, Sales, Microsoft Office, Banking, Customer Service
Education
Queens College 2010 — 2012
Business Finance
Nassau Community College 2008 — 2010
Liberal Arts,, Business/Managerial Economics
Floral Park Memorial 1988 — 1993
Liberal Arts, Liberal Arts and Sciences/Liberal Studies, Graduated
Evan Anish's National Securities Experience 2009 - 2010
Job at iCan Benefit Group
Industry Insurance
Experience
iCan Benefit Group June 2015 - Present
New York Associates, inc. January 2015 - June 2015
Ideal Electronics, inc. October 2014 - January 2015
Seeman Holtz Financial June 2014 - October 2014
Dish Network November 2013 - June 2014
Creative Financial Staffing (CFS) 2012 - 2013
Wells Fargo 2010 - 2012
National Securities 2009 - 2010
Skills
Accounting, Finance, Insurance, Entrepreneurship, Investments, Accounts Receivable, Public Speaking, Microsoft Excel, Accounts Payable, Leadership, Payroll, Access, Management, Customer Service, Real Estate, Negotiation, Marketing
Education
Indiana University - Kelley School of Business 2004 — 2009
Bachelor of Science (B.S.), Accounting and Entrepreneurship
Indiana University Bloomington 2003 — 2007
Lower Moreland High School 1999 — 2003
iCan Benefit Group June 2015 - Present
New York Associates, inc. January 2015 - June 2015
Ideal Electronics, inc. October 2014 - January 2015
Seeman Holtz Financial June 2014 - October 2014
Dish Network November 2013 - June 2014
Creative Financial Staffing (CFS) 2012 - 2013
Wells Fargo 2010 - 2012
National Securities 2009 - 2010
Skills
Accounting, Finance, Insurance, Entrepreneurship, Investments, Accounts Receivable, Public Speaking, Microsoft Excel, Accounts Payable, Leadership, Payroll, Access, Management, Customer Service, Real Estate, Negotiation, Marketing
Education
Indiana University - Kelley School of Business 2004 — 2009
Bachelor of Science (B.S.), Accounting and Entrepreneurship
Indiana University Bloomington 2003 — 2007
Lower Moreland High School 1999 — 2003
Brandon O'Halloran Brandon O'Halloran's National Securities Experience May 2011 - November 2011
Job Procurement Agent
Industry Chemicals
Experience
BASF November 2014 - Present
BASF June 2012 - October 2014
National Securities May 2011 - November 2011
Morgan Stanley September 2010 - May 2011
Northwestern Mutual May 2010 - June 2010
Skills
SAP, Microsoft Excel, Process Improvement, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Finance, Insurance, Forecasting, Business Strategy, New Business Development, Supply Chain
Education
Seton Hall University 2013 — 2016
Master of Business Administration (MBA), Supply Chain Management
Rowan University 2007 — 2011
Bachelor of Science, Finance
BASF November 2014 - Present
BASF June 2012 - October 2014
National Securities May 2011 - November 2011
Morgan Stanley September 2010 - May 2011
Northwestern Mutual May 2010 - June 2010
Skills
SAP, Microsoft Excel, Process Improvement, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Finance, Insurance, Forecasting, Business Strategy, New Business Development, Supply Chain
Education
Seton Hall University 2013 — 2016
Master of Business Administration (MBA), Supply Chain Management
Rowan University 2007 — 2011
Bachelor of Science, Finance
Denise Mraz Denise Mraz's National Securities Experience 2005 - 2008
Job Human Resources at Biomet San Diego LLC and Sol Associates Inc.
Industry Medical Devices
Experience
Biomet LLC & Sol Associates, Inc 2010 - June 2012
Island Mutual 2009 - 2010
Porter Construction, Inc 2008 - 2009
National Securities 2005 - 2008
Anderson, Fields,McIlwain, Dermody & Pressnall 2002 - 2004
Ecohaus January 1999 - January 2001
Skills
Accounts Payable
Education
Santa Barbara City College
General Studies
Seattle Central College
General Studies
Biomet LLC & Sol Associates, Inc 2010 - June 2012
Island Mutual 2009 - 2010
Porter Construction, Inc 2008 - 2009
National Securities 2005 - 2008
Anderson, Fields,McIlwain, Dermody & Pressnall 2002 - 2004
Ecohaus January 1999 - January 2001
Skills
Accounts Payable
Education
Santa Barbara City College
General Studies
Seattle Central College
General Studies
Filip Mlekicki's National Securities Experience November 2012 - April 2013
Job Strategy, Business and Product Development
Industry Research
Experience
ShredLabs LLC August 2011 - Present
ChromoSense LLC June 2008 - Present
National Securities November 2012 - April 2013
Optical Diagnostics Research Laboratory November 2005 - December 2011
Parsons Brinckerhoff June 2006 - August 2006
Tully Construction June 2005 - August 2005
Skills
Entrepreneurship, Start-ups, Strategy, Strategic Planning, Product Development, Project Management, Engineering, Leadership, Research, Business Development, Social Media, Business Strategy, New Business Development, Innovation, Analysis, Marketing, Ideation, Market Research, Management Consulting, Management, User Experience, Data Analysis
Education
Polytechnic Institute of New York University 2008 — 2011
M.B.A., Innovation & Technology Management, 4.0
Polytechnic University 2003 — 2007
B.S., Civil Engineering
ShredLabs LLC August 2011 - Present
ChromoSense LLC June 2008 - Present
National Securities November 2012 - April 2013
Optical Diagnostics Research Laboratory November 2005 - December 2011
Parsons Brinckerhoff June 2006 - August 2006
Tully Construction June 2005 - August 2005
Skills
Entrepreneurship, Start-ups, Strategy, Strategic Planning, Product Development, Project Management, Engineering, Leadership, Research, Business Development, Social Media, Business Strategy, New Business Development, Innovation, Analysis, Marketing, Ideation, Market Research, Management Consulting, Management, User Experience, Data Analysis
Education
Polytechnic Institute of New York University 2008 — 2011
M.B.A., Innovation & Technology Management, 4.0
Polytechnic University 2003 — 2007
B.S., Civil Engineering
Glenn Williams Jr Glenn Williams Jr's National Securities Experience July 2014 - Present
Job Equity Research Analyst Energy at National Securities
Industry Investment Banking
Experience
National Securities July 2014 - Present
Casimir Capital December 2013 - June 2014
Sidoti & Company, LLC April 2012 - December 2013
First Genesis Financial Group September 2009 - April 2012
ING Financial Partners January 2009 - September 2009
Foundation Investments Group LLC January 2005 - September 2009
Merck & Company November 1999 - January 2009
Skills
Series 7, Securities, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investments, Investment Advisory, Capital Markets, Mutual Funds, Valuation, Investment Strategies, Financial Modeling
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA, Finance
Penn State University 1993 — 1997
B.S., Real Estate, Economics
Central High School 1989 — 1993
National Securities July 2014 - Present
Casimir Capital December 2013 - June 2014
Sidoti & Company, LLC April 2012 - December 2013
First Genesis Financial Group September 2009 - April 2012
ING Financial Partners January 2009 - September 2009
Foundation Investments Group LLC January 2005 - September 2009
Merck & Company November 1999 - January 2009
Skills
Series 7, Securities, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Asset Managment, Investments, Investment Advisory, Capital Markets, Mutual Funds, Valuation, Investment Strategies, Financial Modeling
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA, Finance
Penn State University 1993 — 1997
B.S., Real Estate, Economics
Central High School 1989 — 1993
Natalie Page's National Securities Experience August 2007 - November 2007
Job Senior Accounting Analyst at AIG
Industry Insurance
Experience
AIG October 2014 - Present
QBE the Americas June 2009 - September 2014
QBE the Americas June 2008 - May 2009
National Securities August 2007 - November 2007
Skills
Financial Analysis, Reinsurance, Accounting, Financial Reporting, Finance, Financial Accounting, Corporate Finance, SQL, Financial Services, Microsoft Office, Cash Management, Analysis, Account Reconciliation, Microsoft Excel, Business Analysis, Financial Statements
Education
New York University 2015 — 2018
Master of Business Administration (M.B.A.)
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance, Minor - Economics
AIG October 2014 - Present
QBE the Americas June 2009 - September 2014
QBE the Americas June 2008 - May 2009
National Securities August 2007 - November 2007
Skills
Financial Analysis, Reinsurance, Accounting, Financial Reporting, Finance, Financial Accounting, Corporate Finance, SQL, Financial Services, Microsoft Office, Cash Management, Analysis, Account Reconciliation, Microsoft Excel, Business Analysis, Financial Statements
Education
New York University 2015 — 2018
Master of Business Administration (M.B.A.)
Pace University - Lubin School of Business 2005 — 2009
BBA, Finance, Minor - Economics
E. Andrew Martinez's National Securities Experience September 2014 - August 2015
Job Equity Portfolio Manager at McBarron Capital
Industry Investment Management
Experience
McBarron Capital August 2015 - Present
National Securities September 2014 - August 2015
Joseph Gunnar & Co, LLC January 2013 - September 2014
Vision Financial Markets LLC January 2009 - February 2011
Skills
Private Placements, Fixed Income, Equities, Series 63, Secondary Offerings, Series 7, Investments, Portfolio Management, Financial Markets, Finance, Bloomberg, Commodity, Financial Advisory, Securities, Financial Analysis, Alternative Investments, Sales
Education
Sacred Heart University
Bachelor of Science (BS), Finance at the John F. Welch School of Business
McBarron Capital August 2015 - Present
National Securities September 2014 - August 2015
Joseph Gunnar & Co, LLC January 2013 - September 2014
Vision Financial Markets LLC January 2009 - February 2011
Skills
Private Placements, Fixed Income, Equities, Series 63, Secondary Offerings, Series 7, Investments, Portfolio Management, Financial Markets, Finance, Bloomberg, Commodity, Financial Advisory, Securities, Financial Analysis, Alternative Investments, Sales
Education
Sacred Heart University
Bachelor of Science (BS), Finance at the John F. Welch School of Business
Matt Fleissner's National Securities Experience August 2010 - Present
Job Executive at BlackRiver Wealth Management
Industry Investment Banking
Experience
BlackRiver Wealth Management January 2015 - Present
National Securities August 2010 - Present
Skills
FINRA, Series 7, Fixed Income, Bloomberg Terminal, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Investment Banking, Alternative Investments, Asset Management, Equities, Private Placements, Investment Strategies, Portfolio Management
Education
Ramapo College of New Jersey 2007 — 2010
Bachelors, Finance
BlackRiver Wealth Management January 2015 - Present
National Securities August 2010 - Present
Skills
FINRA, Series 7, Fixed Income, Bloomberg Terminal, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Investment Banking, Alternative Investments, Asset Management, Equities, Private Placements, Investment Strategies, Portfolio Management
Education
Ramapo College of New Jersey 2007 — 2010
Bachelors, Finance
Nicholas Cherchio's National Securities Experience October 2010 - March 2012
Job Senior Associate at Citi Private Bank
Industry Financial Services
Experience
Citi May 2015 - Present
Pershing, a BNY Mellon Company August 2013 - April 2015
The Vanguard Group April 2012 - August 2013
National Securities October 2010 - March 2012
Skills
Series 7, Series 63, Investments, Equity Derivatives, Bloomberg, Streetscape, Corporate Finance, Risk Management, Mutual Funds, Asset Allocation, Financial Services, 401k, Trading, Retirement Planning, Hedge Funds, Series 6
Education
La Salle University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Risk Managment
Villanova University
Master of Business Administration (MBA)
Citi May 2015 - Present
Pershing, a BNY Mellon Company August 2013 - April 2015
The Vanguard Group April 2012 - August 2013
National Securities October 2010 - March 2012
Skills
Series 7, Series 63, Investments, Equity Derivatives, Bloomberg, Streetscape, Corporate Finance, Risk Management, Mutual Funds, Asset Allocation, Financial Services, 401k, Trading, Retirement Planning, Hedge Funds, Series 6
Education
La Salle University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Risk Managment
Villanova University
Master of Business Administration (MBA)
Jacob Locke Jacob Locke's National Securities Experience May 2011 - August 2011
Job Student at Pace University Lubin School of Business
Industry Marketing and Advertising
Experience
RailWorks Corporation September 2013 - January 2015
Mutual of Omaha February 2013 - May 2013
National Securities May 2011 - August 2011
Skills
Macroeconomics, Microeconomics, Marketing, Advertising, Financial Markets, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Office, International Trade, International Marketing, Teamwork
Education
Pace University - Lubin School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
State University of New York College at Oswego 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
CAPA London 2012 — 2012
RailWorks Corporation September 2013 - January 2015
Mutual of Omaha February 2013 - May 2013
National Securities May 2011 - August 2011
Skills
Macroeconomics, Microeconomics, Marketing, Advertising, Financial Markets, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Office, International Trade, International Marketing, Teamwork
Education
Pace University - Lubin School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Marketing
State University of New York College at Oswego 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
CAPA London 2012 — 2012
Aakash Gandhi Aakash Gandhi's National Securities Experience June 2015 - Present
Job Intern/Trainee at National Securities
Industry Financial Services
Experience
National Securities June 2015 - Present
Rutgers University September 2013 - Present
Food and Water Watch Fund May 2015 - June 2015
RuffaloCODY September 2014 - March 2015
Army National Guard September 2014 - March 2015
Mavinkurve & Patel, LLC June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Public Speaking, Customer Service, Teamwork, Data Analysis, Management, Investments, Due Diligence, Statistics, Research, Social Networking, Event Planning, Courts, SPSS
Education
Rutgers University-New Brunswick 2013 — 2017
Environmental Business
Rutgers University-New Brunswick 2013 — 2017
Environmental Business
National Securities June 2015 - Present
Rutgers University September 2013 - Present
Food and Water Watch Fund May 2015 - June 2015
RuffaloCODY September 2014 - March 2015
Army National Guard September 2014 - March 2015
Mavinkurve & Patel, LLC June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Public Speaking, Customer Service, Teamwork, Data Analysis, Management, Investments, Due Diligence, Statistics, Research, Social Networking, Event Planning, Courts, SPSS
Education
Rutgers University-New Brunswick 2013 — 2017
Environmental Business
Rutgers University-New Brunswick 2013 — 2017
Environmental Business
Steffan Navedo-Perez Steffan Navedo-Perez's National Securities Experience May 2014 - August 2014
Job Research Analyst
Industry Market Research
Experience
Inframation Ltd May 2015 - Present
Bayside Bagel Corporation September 2011 - May 2015
National Securities May 2014 - August 2014
Enterprise Rent-A-Car May 2013 - August 2013
Skills
Microsoft Word, Bloomberg Terminal, PowerPoint, Microsoft Excel, Customer Service, Team Leadership, Academic Writing, Time Management, Sales, Data Analysis, Teamwork, Research, Financial Analysis, Market Research
Education
Queens College 2010 — 2014
Bachelor's degree, Honors, Dean's List, Economics, Honors Business
Nassau Community College 2010 — 2012
Inframation Ltd May 2015 - Present
Bayside Bagel Corporation September 2011 - May 2015
National Securities May 2014 - August 2014
Enterprise Rent-A-Car May 2013 - August 2013
Skills
Microsoft Word, Bloomberg Terminal, PowerPoint, Microsoft Excel, Customer Service, Team Leadership, Academic Writing, Time Management, Sales, Data Analysis, Teamwork, Research, Financial Analysis, Market Research
Education
Queens College 2010 — 2014
Bachelor's degree, Honors, Dean's List, Economics, Honors Business
Nassau Community College 2010 — 2012
Brian Dalias's National Securities Experience March 2011 - July 2011
Job Store Manager at Kohl's Department Stores
Industry Retail
Experience
Kohl's Department Stores May 2014 - Present
Kohl's Department Stores June 2011 - May 2014
National Securities March 2011 - July 2011
ATP Ski Associates August 2004 - January 2011
Kohl's Department Stores June 2010 - August 2010
Hofstra University October 2009 - May 2010
RCRD LBL February 2008 - August 2008
Skills
Sales, Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Facebook, French, Analysis, Social Media Marketing, Social Media, Microsoft Excel, Research, Market Research, Outlook, Advertising, Operations Management, Cost Control, Team Leadership, Visual Merchandising
Education
Hofstra University 2007 — 2011
Bachelor of Science, Business Economics
Hofstra University 2007 — 2011
Bachelor of Arts, French
Kohl's Department Stores May 2014 - Present
Kohl's Department Stores June 2011 - May 2014
National Securities March 2011 - July 2011
ATP Ski Associates August 2004 - January 2011
Kohl's Department Stores June 2010 - August 2010
Hofstra University October 2009 - May 2010
RCRD LBL February 2008 - August 2008
Skills
Sales, Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Facebook, French, Analysis, Social Media Marketing, Social Media, Microsoft Excel, Research, Market Research, Outlook, Advertising, Operations Management, Cost Control, Team Leadership, Visual Merchandising
Education
Hofstra University 2007 — 2011
Bachelor of Science, Business Economics
Hofstra University 2007 — 2011
Bachelor of Arts, French
Andrew Franklin Andrew Franklin's National Securities Experience December 2014 - February 2015
Job Inside Sales Executive
Industry Hospital & Health Care
Experience
ZocDoc March 2015 - June 2015
National Securities December 2014 - February 2015
Strategic Staffing & Supply October 2014 - November 2014
Nigel Frank International September 2014 - October 2014
Global Arena Capital Corp. October 2013 - August 2014
HFP Capital Markets LLC February 2013 - October 2013
UPS October 2012 - February 2013
Ed's Lawn Sprinklers May 2007 - June 2010
Skills
Sales, Investments, Wealth Management, Fixed Income, Securities, Series 7, Series 63, Strategic Hiring, Recruiting, Asset Management, Microsoft Office, Business Strategy, Management, Finance, Microsoft Excel, Customer Service, Time Management, Data Analysis, .NET, Sitecore, C#, Visual Studio, JavaScript, HTML, PowerPoint, Microsoft Word, Public Speaking, Marketing, Leadership, Teamwork, Financial Services, Market Research, Outlook, Interviews, Research, Public Relations
Education
University of South Carolina - Darla Moore School of Business 2007 — 2012
Bachelor of Science (B.S.), Double Major in Finance and Economics with a Minor in Hotel, Restaurant, and Tourism Management
Ridgewood High School 2003 — 2007
High School
Ramapo College of New Jersey
William Paterson University of New Jersey
ZocDoc March 2015 - June 2015
National Securities December 2014 - February 2015
Strategic Staffing & Supply October 2014 - November 2014
Nigel Frank International September 2014 - October 2014
Global Arena Capital Corp. October 2013 - August 2014
HFP Capital Markets LLC February 2013 - October 2013
UPS October 2012 - February 2013
Ed's Lawn Sprinklers May 2007 - June 2010
Skills
Sales, Investments, Wealth Management, Fixed Income, Securities, Series 7, Series 63, Strategic Hiring, Recruiting, Asset Management, Microsoft Office, Business Strategy, Management, Finance, Microsoft Excel, Customer Service, Time Management, Data Analysis, .NET, Sitecore, C#, Visual Studio, JavaScript, HTML, PowerPoint, Microsoft Word, Public Speaking, Marketing, Leadership, Teamwork, Financial Services, Market Research, Outlook, Interviews, Research, Public Relations
Education
University of South Carolina - Darla Moore School of Business 2007 — 2012
Bachelor of Science (B.S.), Double Major in Finance and Economics with a Minor in Hotel, Restaurant, and Tourism Management
Ridgewood High School 2003 — 2007
High School
Ramapo College of New Jersey
William Paterson University of New Jersey
Larissa Leao Larissa Leao's National Securities Experience March 2012 - February 2014
Job Client Service Associate
Industry Financial Services
Experience
Summit Brokerage Services, Inc. February 2014 - Present
National Securities March 2012 - February 2014
JPMorgan Chase November 2011 - March 2012
Macedo Household - Dr. Tania Macedo January 2010 - August 2011
Bright Horizons December 2006 - January 2010
Skills
Proactive self-starter, Close Attention to..., Customer Service, Organizational..., Organization, Administrative..., Microsoft Office, Spreadsheets, Outlook, Analitical, Problem Solving, Accounts Payable, Teamwork, QuickBooks, Administrative..., Asset Management, Equities, Investments, Portfolio Management
Education
Palm Beach State College 2012 — 2015
Associate of Arts (AA), Business Administration and Management, General, 3.67
North Shore Community College 2009 — 2011
Summit Brokerage Services, Inc. February 2014 - Present
National Securities March 2012 - February 2014
JPMorgan Chase November 2011 - March 2012
Macedo Household - Dr. Tania Macedo January 2010 - August 2011
Bright Horizons December 2006 - January 2010
Skills
Proactive self-starter, Close Attention to..., Customer Service, Organizational..., Organization, Administrative..., Microsoft Office, Spreadsheets, Outlook, Analitical, Problem Solving, Accounts Payable, Teamwork, QuickBooks, Administrative..., Asset Management, Equities, Investments, Portfolio Management
Education
Palm Beach State College 2012 — 2015
Associate of Arts (AA), Business Administration and Management, General, 3.67
North Shore Community College 2009 — 2011
Nathan P. Link's National Securities Experience August 2014 - Present
Job Investment Executive at National Securities
Industry Investment Management
Experience
National Securities August 2014 - Present
Mercer University August 2010 - May 2014
GNC June 2012 - December 2012
True Lacrosse May 2011 - August 2012
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, ETFs, Microsoft Office, Leadership, Wealth Management, Investment Strategies, Mutual Funds, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Asset Management
Education
Mercer University 2010 — 2014
Bachelor of Arts (B.A.), Political Science, 3.5/4.0
Naperville North High School 2006 — 2010
High School, 3.93/4.0
National Securities August 2014 - Present
Mercer University August 2010 - May 2014
GNC June 2012 - December 2012
True Lacrosse May 2011 - August 2012
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, ETFs, Microsoft Office, Leadership, Wealth Management, Investment Strategies, Mutual Funds, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Asset Management
Education
Mercer University 2010 — 2014
Bachelor of Arts (B.A.), Political Science, 3.5/4.0
Naperville North High School 2006 — 2010
High School, 3.93/4.0
Jeffrey Nolan Jeffrey Nolan's National Securities Experience March 2011 - December 2011
Job Associate Product Manager, Mutual Funds
Industry Financial Services
Experience
The TCW Group July 2015 - Present
Hanlon Investment Management, Inc. October 2013 - June 2015
Galloway National Golf Club June 2011 - July 2014
Hanlon Investment Management, Inc. July 2013 - October 2013
Hanlon Investment Management, Inc. June 2012 - July 2013
National Securities March 2011 - December 2011
Galloway National Golf Club May 2009 - September 2011
Galloway National Golf Club March 2006 - April 2011
Skills
Microsoft Office Suite, Bloomberg, Morningstar Direct, Investors Fast Track, E Views, Portfolio Management, Microsoft Office, Financial Analysis, Microsoft Excel, Customer Service, Management
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, 3.2
The TCW Group July 2015 - Present
Hanlon Investment Management, Inc. October 2013 - June 2015
Galloway National Golf Club June 2011 - July 2014
Hanlon Investment Management, Inc. July 2013 - October 2013
Hanlon Investment Management, Inc. June 2012 - July 2013
National Securities March 2011 - December 2011
Galloway National Golf Club May 2009 - September 2011
Galloway National Golf Club March 2006 - April 2011
Skills
Microsoft Office Suite, Bloomberg, Morningstar Direct, Investors Fast Track, E Views, Portfolio Management, Microsoft Office, Financial Analysis, Microsoft Excel, Customer Service, Management
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, 3.2
Lonnie Newburn's National Securities Experience 2007 - 2007
Job Brand Ambassador at GrandTen Distilling
Industry Food & Beverages
Experience
GrandTen Distilling January 2013 - Present
Five Horses 2010 - 2012
Elkhart Community Schools 2008 - 2009
University of Notre Dame May 2008 - November 2008
The North Face 2007 - 2008
Smith Rothchild Financial 2007 - 2007
National Securities 2007 - 2007
Skills
Brand Development, Wine & Spirits Industry, Marketing for Small..., Customer Support, Inventory Management, Sales Presentations, Event Planning, Product Development, Bartending, Direct Sales, Social Media, Project Planning, Teamwork, Retail, Growth Strategies, Lotus Notes, Adobe Creative Suite, TIPS Certified, AutoCAD, Bloomberg, PowerPoint, Marketing, Access, CRM, Production Managment, Outlook, Microsoft Office, iWork, Customer Service
Education
Purdue University 2003 — 2007
Bachelors of Science, Finance
Purdue University - Krannert School of Management 2003 — 2007
BS, Management, Finance
GrandTen Distilling January 2013 - Present
Five Horses 2010 - 2012
Elkhart Community Schools 2008 - 2009
University of Notre Dame May 2008 - November 2008
The North Face 2007 - 2008
Smith Rothchild Financial 2007 - 2007
National Securities 2007 - 2007
Skills
Brand Development, Wine & Spirits Industry, Marketing for Small..., Customer Support, Inventory Management, Sales Presentations, Event Planning, Product Development, Bartending, Direct Sales, Social Media, Project Planning, Teamwork, Retail, Growth Strategies, Lotus Notes, Adobe Creative Suite, TIPS Certified, AutoCAD, Bloomberg, PowerPoint, Marketing, Access, CRM, Production Managment, Outlook, Microsoft Office, iWork, Customer Service
Education
Purdue University 2003 — 2007
Bachelors of Science, Finance
Purdue University - Krannert School of Management 2003 — 2007
BS, Management, Finance
Tony Bai's National Securities Experience June 2014 - August 2014
Job Risk Advisory Intern at EY
Industry Financial Services
Experience
EY June 2015 - Present
National Securities June 2014 - August 2014
RunJumpLift May 2012 - August 2012
Skills
PowerPoint, Public Speaking, Customer Service, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Research, Leadership
Education
New York University 2012 — 2016
Bachelor’s Degree, Economics, Minor in Mathematics and Computer Science
Millburn High School 2008 — 2012
High School, GPA - 4.0
EY June 2015 - Present
National Securities June 2014 - August 2014
RunJumpLift May 2012 - August 2012
Skills
PowerPoint, Public Speaking, Customer Service, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Research, Leadership
Education
New York University 2012 — 2016
Bachelor’s Degree, Economics, Minor in Mathematics and Computer Science
Millburn High School 2008 — 2012
High School, GPA - 4.0
Joshua Kleinberg's National Securities Experience June 2015 - August 2015
Job Interest in Finance and Law
Industry
Experience
National Securities June 2015 - August 2015
Camp TBJ June 2012 - August 2014
Alternative Press September 2013 - June 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Photoshop
Education
Penn State University 2015 — 2019
Livingston High School 2011 — 2015
National Securities June 2015 - August 2015
Camp TBJ June 2012 - August 2014
Alternative Press September 2013 - June 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Photoshop
Education
Penn State University 2015 — 2019
Livingston High School 2011 — 2015
Eddie J Hernandez Eddie J Hernandez's National Securities Experience June 2013 - July 2013
Job Agent with New York Life dedicated helping families, individuals and business owners in NY and NJ
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
National Securities June 2013 - July 2013
Wilson Tire Center February 2007 - May 2013
Skills
Problem Solving, Business Development, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Management, Sales, Social Media, Investment Banking, Leadership
Education
Inter American University of Puerto Rico-Ponce 2007 — 2013
Bachelor of Business Administration (BBA), Major on Business Development and Management, Minor on Finance
New York Life Insurance Company January 2015 - Present
National Securities June 2013 - July 2013
Wilson Tire Center February 2007 - May 2013
Skills
Problem Solving, Business Development, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Management, Sales, Social Media, Investment Banking, Leadership
Education
Inter American University of Puerto Rico-Ponce 2007 — 2013
Bachelor of Business Administration (BBA), Major on Business Development and Management, Minor on Finance
Anthony Arcangel Anthony Arcangel's National Securities Experience December 2014 - January 2015
Job Brand Ambassador/Intern at Chloe's Soft Serve Fruit Co.
Industry Food & Beverages
Experience
Chloe's Soft Serve Fruit Co. January 2015 - Present
Reyes-Arcangel Medical Clinic May 2011 - August 2015
National Securities December 2014 - January 2015
Kiddie Shoes Plus August 2010 - June 2014
Skills
Microsoft Office, Microsoft Excel, Accounts Receivable, Sales Management, Marketing, Sales, Management, Customer Service, Cooking, Recruiting, Restaurants, Time Management, Microsoft Word, Business Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Economics
Albertus Magnus High School 2007 — 2011
Chloe's Soft Serve Fruit Co. January 2015 - Present
Reyes-Arcangel Medical Clinic May 2011 - August 2015
National Securities December 2014 - January 2015
Kiddie Shoes Plus August 2010 - June 2014
Skills
Microsoft Office, Microsoft Excel, Accounts Receivable, Sales Management, Marketing, Sales, Management, Customer Service, Cooking, Recruiting, Restaurants, Time Management, Microsoft Word, Business Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Economics
Albertus Magnus High School 2007 — 2011
Jaclyn Levie Jaclyn Levie's National Securities Experience February 2010 - May 2010
Job Risk Analyst at FUJIFILM Holdings America Corporation
Industry Consumer Electronics
Experience
FUJIFILM Holdings America Corporation August 2014 - Present
Tiffany & Co. August 2011 - August 2014
Tory Burch October 2012 - August 2013
RAMSCALE Studios June 2012 - June 2013
Tiffany & Co. June 2010 - August 2011
National Securities February 2010 - May 2010
Skills
PowerPoint, Financial Analysis, Risk Management, Analysis, Microsoft Excel, Customer Service, Forecasting, Microsoft Word, Public Speaking, Microsoft Office, Facebook, Public Relations, Financial Modeling, Access, Data Analysis, Teamwork, Asset Allocation, Financial Reporting, Insurance, Finance, Team Building, Financial Accounting, ARM
Education
Manhattan College 2006 — 2010
Bachelor of Science- Business, Finance and Global Business
FUJIFILM Holdings America Corporation August 2014 - Present
Tiffany & Co. August 2011 - August 2014
Tory Burch October 2012 - August 2013
RAMSCALE Studios June 2012 - June 2013
Tiffany & Co. June 2010 - August 2011
National Securities February 2010 - May 2010
Skills
PowerPoint, Financial Analysis, Risk Management, Analysis, Microsoft Excel, Customer Service, Forecasting, Microsoft Word, Public Speaking, Microsoft Office, Facebook, Public Relations, Financial Modeling, Access, Data Analysis, Teamwork, Asset Allocation, Financial Reporting, Insurance, Finance, Team Building, Financial Accounting, ARM
Education
Manhattan College 2006 — 2010
Bachelor of Science- Business, Finance and Global Business
Matthew Personette Matthew Personette's National Securities Experience January 2014 - March 2015
Job Senior Investment Executive at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store March 2015 - Present
National Securities January 2014 - March 2015
Morgan Stanley May 2012 - December 2013
Prudential Real Estate April 2003 - April 2012
Kenneth Young Center August 1999 - March 2003
Northern Illinois University August 1998 - August 1999
Education
Northern Illinois University 1997 — 1999
BA, Communications
Kishwaukee College 1994 — 1997
Associate's Degree
The Mutual Fund Store March 2015 - Present
National Securities January 2014 - March 2015
Morgan Stanley May 2012 - December 2013
Prudential Real Estate April 2003 - April 2012
Kenneth Young Center August 1999 - March 2003
Northern Illinois University August 1998 - August 1999
Education
Northern Illinois University 1997 — 1999
BA, Communications
Kishwaukee College 1994 — 1997
Associate's Degree
Hugh Kretschmer Hugh Kretschmer's National Securities Experience 1998 - 2001
Job Senior Vice President at Customers Bank
Industry Banking
Experience
Customers Bank January 2013 - Present
Customers Bank April 2011 - February 2013
R.T. Beers and Company October 2010 - April 2011
USi August 2009 - September 2010
JPMorgan Chase March 2008 - June 2009
Washington Mutual October 2003 - 2008
Countrywide 2001 - 2003
National Securities 1998 - 2001
Skills
Mortgage Banking, Corporate Finance, Insurance, Due Diligence, Mortgage Lending, Credit, Underwriting, Banking, Risk Management, Financial Analysis, Finance, Loans, Mergers, Financial Modeling, Portfolio Management
Education
Loyola Marymount University 1996 — 1998
MBA, Finance
University of Southern California 1982 — 1985
BS, Business
Customers Bank January 2013 - Present
Customers Bank April 2011 - February 2013
R.T. Beers and Company October 2010 - April 2011
USi August 2009 - September 2010
JPMorgan Chase March 2008 - June 2009
Washington Mutual October 2003 - 2008
Countrywide 2001 - 2003
National Securities 1998 - 2001
Skills
Mortgage Banking, Corporate Finance, Insurance, Due Diligence, Mortgage Lending, Credit, Underwriting, Banking, Risk Management, Financial Analysis, Finance, Loans, Mergers, Financial Modeling, Portfolio Management
Education
Loyola Marymount University 1996 — 1998
MBA, Finance
University of Southern California 1982 — 1985
BS, Business
Luke Harary Luke Harary's National Securities Experience July 2014 - February 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
National Securities July 2014 - February 2015
Global Arena Capital Corp. October 2013 - May 2014
HFP Capital Markets LLC June 2013 - October 2013
AmeriMerchant March 2013 - June 2013
US Invest January 2012 - August 2012
Skills
Sales, Customer Service, Portfolio Management, Investments, Financial Analysis, International Sales, Teamwork, Team Leadership, Microsoft Office, Financial Statements, Fixed Income Analysis, Merchant Cash Advance, ACH, Creative Real Estate..., Financial Modeling, Trading, Fixed Income, Bonds, High Yield Bonds, ETFs, Economics, Bloomberg Terminal, Equities, Asset Management, Mutual Funds
Education
Rutgers University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Entrepreneurship
Fidelity Investments February 2015 - Present
National Securities July 2014 - February 2015
Global Arena Capital Corp. October 2013 - May 2014
HFP Capital Markets LLC June 2013 - October 2013
AmeriMerchant March 2013 - June 2013
US Invest January 2012 - August 2012
Skills
Sales, Customer Service, Portfolio Management, Investments, Financial Analysis, International Sales, Teamwork, Team Leadership, Microsoft Office, Financial Statements, Fixed Income Analysis, Merchant Cash Advance, ACH, Creative Real Estate..., Financial Modeling, Trading, Fixed Income, Bonds, High Yield Bonds, ETFs, Economics, Bloomberg Terminal, Equities, Asset Management, Mutual Funds
Education
Rutgers University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Entrepreneurship
Brittany Battaglia Brittany Battaglia's National Securities Experience September 2006 - July 2008
Job Sales Ast at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus July 2008 - April 2015
National Securities September 2006 - July 2008
Life Time Fitness September 2003 - September 2006
Skills
Marketing, Social Media, Sales, Advertising, Marketing Communications, Account Management, Online Advertising, Social Media Marketing, Customer Service, Email Marketing, Microsoft Office
Education
Moraine Valley Community College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stifel Nicolaus July 2008 - April 2015
National Securities September 2006 - July 2008
Life Time Fitness September 2003 - September 2006
Skills
Marketing, Social Media, Sales, Advertising, Marketing Communications, Account Management, Online Advertising, Social Media Marketing, Customer Service, Email Marketing, Microsoft Office
Education
Moraine Valley Community College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
De'Angelo Harris's National Securities Experience June 2012 - August 2012
Job Paralegal at Philadelphia District Attroneys Office
Industry Government Relations
Experience
Philadelphia District Attorney's Office March 2015 - Present
YMCA ( West Philadelphia) November 2014 - Present
Montgomery County Emergency Service July 2013 - Present
Senate of PA March 2014 - January 2015
City of Philadelphia May 2013 - September 2013
Journeyman advancement LLc January 2013 - May 2013
Shippensburg University August 2011 - May 2013
Shippensburg University August 2010 - May 2013
National Securities June 2012 - August 2012
Shippensburg University August 2009 - August 2012
Skills
Government, Marketing Communications, Public Relations, Bugeting, Campaigns, Legislative Research, Political Consulting, Grassroots Organizing, Public Policy, Political Communication, Policy Analysis, Volunteer Management, Community Development, Community Outreach, Event Planning, Investments, Analysis, Local Government, Politics, Policy, Strategic Communications, Public Speaking, Leadership, Research, Microsoft Office, Legislative Relations, Nonprofits, Strategic Planning, Program Development, Management, Political Campaigns, Press Releases, Fundraising
Education
Shippensburg University of Pennsylvania 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Philadelphia District Attorney's Office March 2015 - Present
YMCA ( West Philadelphia) November 2014 - Present
Montgomery County Emergency Service July 2013 - Present
Senate of PA March 2014 - January 2015
City of Philadelphia May 2013 - September 2013
Journeyman advancement LLc January 2013 - May 2013
Shippensburg University August 2011 - May 2013
Shippensburg University August 2010 - May 2013
National Securities June 2012 - August 2012
Shippensburg University August 2009 - August 2012
Skills
Government, Marketing Communications, Public Relations, Bugeting, Campaigns, Legislative Research, Political Consulting, Grassroots Organizing, Public Policy, Political Communication, Policy Analysis, Volunteer Management, Community Development, Community Outreach, Event Planning, Investments, Analysis, Local Government, Politics, Policy, Strategic Communications, Public Speaking, Leadership, Research, Microsoft Office, Legislative Relations, Nonprofits, Strategic Planning, Program Development, Management, Political Campaigns, Press Releases, Fundraising
Education
Shippensburg University of Pennsylvania 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Minjoe Williams Minjoe Williams's National Securities Experience August 2013 - September 2014
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Ratsack L.L.C. June 2011 - May 2015
National Securities August 2013 - September 2014
Sunflower Inc September 2007 - May 2009
Camp Sunrise May 2008 - August 2008
Camp Sunrise July 2005 - August 2007
Skills
Microsoft Excel, Budgets, Entrepreneurship, Start-ups
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2013
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors April 2015 - Present
Ratsack L.L.C. June 2011 - May 2015
National Securities August 2013 - September 2014
Sunflower Inc September 2007 - May 2009
Camp Sunrise May 2008 - August 2008
Camp Sunrise July 2005 - August 2007
Skills
Microsoft Excel, Budgets, Entrepreneurship, Start-ups
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2013
Bachelor of Science (B.S.), Finance
Dominic Christopher's National Securities Experience May 2011 - July 2011
Job Web/iOS Developer
Industry Executive Office
Experience
Midalta Innovation Group, LLC January 2009 - Present
National Securities May 2011 - July 2011
CalNeva Resort & Casino July 2008 - December 2008
Skills
OS X, Research, Customer Service, Administration, Human Resources, Database Administration, Social Media, Time Management, Marketing, Windows, Accounting, Social Networking
Education
New York University 2014 — 2017
Midalta Innovation Group, LLC January 2009 - Present
National Securities May 2011 - July 2011
CalNeva Resort & Casino July 2008 - December 2008
Skills
OS X, Research, Customer Service, Administration, Human Resources, Database Administration, Social Media, Time Management, Marketing, Windows, Accounting, Social Networking
Education
New York University 2014 — 2017
Juan Lanfranco's National Securities Experience January 2014 - January 2014
Job Graduate Student in Mathematics
Industry Higher Education
Experience
Ultimate Sound DJ's March 2006 - Present
Queens College February 2015 - April 2015
National Securities January 2014 - January 2014
Schutzman Associates January 2014 - January 2014
Queens College Investment Club September 2011 - August 2012
Morgan Wilshire Securities, Inc August 2010 - August 2010
Education
Queens College 2013 — 2015
Bachelor of Arts (B.A.), Mathematics, 3.8 GPA
Queens College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.6 GPA
Queens College
Master of Arts (M.A.), Mathematics
Ultimate Sound DJ's March 2006 - Present
Queens College February 2015 - April 2015
National Securities January 2014 - January 2014
Schutzman Associates January 2014 - January 2014
Queens College Investment Club September 2011 - August 2012
Morgan Wilshire Securities, Inc August 2010 - August 2010
Education
Queens College 2013 — 2015
Bachelor of Arts (B.A.), Mathematics, 3.8 GPA
Queens College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.6 GPA
Queens College
Master of Arts (M.A.), Mathematics
Sneh Patel's National Securities Experience May 2015 - Present
Job Junior Associate
Industry Financial Services
Experience
National Securities May 2015 - Present
Northwestern Mutual November 2014 - April 2015
Zolio May 2014 - August 2014
GUESS?, Inc. May 2011 - May 2012
Skills
Economics, Microsoft Excel, Regression Analysis, Time Series Analysis, Stata, Investments, Microsoft Office, Technical Analysis, Matlab, Research, Microsoft Word, PowerPoint, Windows, Financial Modeling, Public Speaking, Customer Service
Education
DePaul University 2014 — 2015
Bachelor of Arts (B.A.), Major: Economics. Minor: Mathematics
Indiana University Bloomington 2009 — 2011
Neuqua Valley High School 2005 — 2009
High School Diploma
National Securities May 2015 - Present
Northwestern Mutual November 2014 - April 2015
Zolio May 2014 - August 2014
GUESS?, Inc. May 2011 - May 2012
Skills
Economics, Microsoft Excel, Regression Analysis, Time Series Analysis, Stata, Investments, Microsoft Office, Technical Analysis, Matlab, Research, Microsoft Word, PowerPoint, Windows, Financial Modeling, Public Speaking, Customer Service
Education
DePaul University 2014 — 2015
Bachelor of Arts (B.A.), Major: Economics. Minor: Mathematics
Indiana University Bloomington 2009 — 2011
Neuqua Valley High School 2005 — 2009
High School Diploma
Haoyu Wang Haoyu Wang's National Securities Experience June 2011 - August 2011
Job Research Analyst at International Monetary Fund
Industry Financial Services
Experience
International Monetary Fund January 2013 - Present
Standard & Poor's March 2012 - May 2012
National Securities June 2011 - August 2011
National Bureau of Asian Research September 2010 - December 2010
Skills
Economics, Research, Mandarin, Analysis, Microsoft Excel, Statistics, Japanese, SASS, Matlab, Econometrics, Fiscal Policy, Stata, Public Speaking, Bloomberg, Financial Modeling, PowerPoint, Data Analysis
Education
Hobart and William Smith Colleges 2008 — 2012
B.A, Economics, Mathematics
International Monetary Fund January 2013 - Present
Standard & Poor's March 2012 - May 2012
National Securities June 2011 - August 2011
National Bureau of Asian Research September 2010 - December 2010
Skills
Economics, Research, Mandarin, Analysis, Microsoft Excel, Statistics, Japanese, SASS, Matlab, Econometrics, Fiscal Policy, Stata, Public Speaking, Bloomberg, Financial Modeling, PowerPoint, Data Analysis
Education
Hobart and William Smith Colleges 2008 — 2012
B.A, Economics, Mathematics
Nela Hidric's National Securities Experience August 2015 - Present
Job EA to Managing Partner at National Securities
Industry Financial Services
Experience
National Securities August 2015 - Present
Oak Hill Advisors, L.P. August 2011 - April 2015
Dpec Partners March 2000 - July 2011
Education
Pace University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
National Securities August 2015 - Present
Oak Hill Advisors, L.P. August 2011 - April 2015
Dpec Partners March 2000 - July 2011
Education
Pace University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Timothy Wine Timothy Wine's National Securities Experience September 2014 - January 2015
Job Operations Executive at Zapp 360
Industry Marketing and Advertising
Experience
Zapp 360 April 2015 - Present
National Securities September 2014 - January 2015
Skills
Finance, Social Media, Customer Service, Building Relationships, Sales, Microsoft Excel, PowerPoint, Microsoft Word
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
St. Anthony's High School 2006 — 2010
Zapp 360 April 2015 - Present
National Securities September 2014 - January 2015
Skills
Finance, Social Media, Customer Service, Building Relationships, Sales, Microsoft Excel, PowerPoint, Microsoft Word
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
St. Anthony's High School 2006 — 2010
Jessica Lynn Rosewall Jessica Lynn Rosewall's National Securities Experience March 2011 - July 2011
Job Financial Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2013 - Present
Bleakley, Schwartz, Cooney & Finney LLC March 2013 - June 2013
National Securities March 2011 - July 2011
Retro Fitness 2010 - 2011
Skills
Insurance, Customer Oriented, Customer Satisfaction, Customer Service, Simple IRA, Traditional IRA, SEP IRA, Health Education, Education, Account Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Public Relations, Retirement Planning, Term Life Insurance, 401k Rollovers, Life Insurance, Disability Insurance, Finance, Strategic Financial..., Series 7, Employee Benefits, Investments, Leadership, Sales, Mutual Funds
Education
Montclair State University 2005 — 2010
Bachelor of Science (BS), Education
West Essex 2000 — 2005
3.5 GPA
New York Life Insurance Company August 2013 - Present
Bleakley, Schwartz, Cooney & Finney LLC March 2013 - June 2013
National Securities March 2011 - July 2011
Retro Fitness 2010 - 2011
Skills
Insurance, Customer Oriented, Customer Satisfaction, Customer Service, Simple IRA, Traditional IRA, SEP IRA, Health Education, Education, Account Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Public Relations, Retirement Planning, Term Life Insurance, 401k Rollovers, Life Insurance, Disability Insurance, Finance, Strategic Financial..., Series 7, Employee Benefits, Investments, Leadership, Sales, Mutual Funds
Education
Montclair State University 2005 — 2010
Bachelor of Science (BS), Education
West Essex 2000 — 2005
3.5 GPA
Amin Rashid CFP® ChFC® Amin Rashid CFP® ChFC®'s National Securities Experience February 2003 - January 2008
Job Senior Financial Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group February 2008 - Present
National Securities February 2003 - January 2008
Joseph Gunnar & Co, LLC January 1998 - February 2003
Skills
Series 4, 6, 7, 63, 65..., Retirement Planning, Estate Planning, Financial Services, Investment Advisory, Asset Allocation, Insurance, Financial Planners, Finance, Tax, Retirement, Mutual Funds, Wealth Management, Fixed Annuities, Strategic Financial..., Executive Pay, Buy-sell Agreements, Fixed & Variable..., Business Continuation..., Business Overhead..., Charitable Giving, College Funding..., Deferred Compensation..., Traditional & Roth IRAs, Disability Income..., Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Key Person Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, 401 (k), 403 (b), SEP &...
Education
The American College
ChFC
Notre Dame College Dhaka BD 1980 — 1982
CSU Bakersfield, CA
Long Island University, C.W. Post Campus
University of Dhaka
Principal Financial Group February 2008 - Present
National Securities February 2003 - January 2008
Joseph Gunnar & Co, LLC January 1998 - February 2003
Skills
Series 4, 6, 7, 63, 65..., Retirement Planning, Estate Planning, Financial Services, Investment Advisory, Asset Allocation, Insurance, Financial Planners, Finance, Tax, Retirement, Mutual Funds, Wealth Management, Fixed Annuities, Strategic Financial..., Executive Pay, Buy-sell Agreements, Fixed & Variable..., Business Continuation..., Business Overhead..., Charitable Giving, College Funding..., Deferred Compensation..., Traditional & Roth IRAs, Disability Income..., Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., Key Person Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, 401 (k), 403 (b), SEP &...
Education
The American College
ChFC
Notre Dame College Dhaka BD 1980 — 1982
CSU Bakersfield, CA
Long Island University, C.W. Post Campus
University of Dhaka
Indira P Indira P's National Securities Experience July 2006 - July 2007
Job
Industry Government Administration
Experience
DCF / DYFS September 2010 - Present
Crosstown Limousines August 2010 - Present
Comprehensive Behavioral Health Care August 2007 - August 2010
National Securities July 2006 - July 2007
Skills
Investments, Equities, Series 7, Securities
Education
Rutgers University-New Brunswick
BA, Psychology
DCF / DYFS September 2010 - Present
Crosstown Limousines August 2010 - Present
Comprehensive Behavioral Health Care August 2007 - August 2010
National Securities July 2006 - July 2007
Skills
Investments, Equities, Series 7, Securities
Education
Rutgers University-New Brunswick
BA, Psychology
Adam Doren Adam Doren's National Securities Experience June 2007 - September 2007
Job Commodities Middle Office (consultant) at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2015 - Present
Arab Banking Corporation October 2014 - January 2015
Morgan Stanley December 2013 - October 2014
Morgan Stanley June 2011 - December 2013
Oppenheimer & Co. August 2009 - June 2011
Smith Barney September 2008 - January 2009
AXA Advisors January 2008 - May 2008
National Securities June 2007 - September 2007
Skills
Fixed Income, Financial Analysis, Investments, Finance, Equities, Analysis, Portfolio Management, Banking, Bloomberg, Economics, Hedge Funds, Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance, Economics
Holmdel High School 2000 — 2004
Goldman Sachs May 2015 - Present
Arab Banking Corporation October 2014 - January 2015
Morgan Stanley December 2013 - October 2014
Morgan Stanley June 2011 - December 2013
Oppenheimer & Co. August 2009 - June 2011
Smith Barney September 2008 - January 2009
AXA Advisors January 2008 - May 2008
National Securities June 2007 - September 2007
Skills
Fixed Income, Financial Analysis, Investments, Finance, Equities, Analysis, Portfolio Management, Banking, Bloomberg, Economics, Hedge Funds, Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance, Economics
Holmdel High School 2000 — 2004
Hayley Rettenmyer's National Securities Experience January 2009 - May 2009
Job Construction Services Account Manager at Waste Management
Industry Environmental Services
Experience
Waste Management February 2015 - Present
MKTG INC October 2009 - January 2015
Welco Health June 2009 - December 2014
Law Office of Yates & Schiller January 2008 - June 2009
National Securities January 2009 - May 2009
Skills
Email Marketing, Online Advertising, Social Media Marketing, Marketing, SEM, Sales, Online Marketing, Social Media, Social Networking, Advertising, Direct Marketing, Google Adwords, Lead Generation, Affiliate Marketing, Marketing Strategy, Marketing Communications, Digital Marketing, Google Analytics, CRM, SEO, Web Analytics, Facebook, Salesforce.com, Mobile Marketing, Analytics, Online Lead Generation, Customer Acquisition, Strategic Partnerships, Construction, Construction Management, Pre-construction, Waste Management, Hazardous Waste..., LEED, LEED Projects, Waste Disposal
Education
Lynn University 2005 — 2009
Bachelor of Science in Business Administration, cum laude, Marketing
Waste Management February 2015 - Present
MKTG INC October 2009 - January 2015
Welco Health June 2009 - December 2014
Law Office of Yates & Schiller January 2008 - June 2009
National Securities January 2009 - May 2009
Skills
Email Marketing, Online Advertising, Social Media Marketing, Marketing, SEM, Sales, Online Marketing, Social Media, Social Networking, Advertising, Direct Marketing, Google Adwords, Lead Generation, Affiliate Marketing, Marketing Strategy, Marketing Communications, Digital Marketing, Google Analytics, CRM, SEO, Web Analytics, Facebook, Salesforce.com, Mobile Marketing, Analytics, Online Lead Generation, Customer Acquisition, Strategic Partnerships, Construction, Construction Management, Pre-construction, Waste Management, Hazardous Waste..., LEED, LEED Projects, Waste Disposal
Education
Lynn University 2005 — 2009
Bachelor of Science in Business Administration, cum laude, Marketing
Elizabeth Catherwood Elizabeth Catherwood's National Securities Experience April 2012 - Present
Job Investment Specialist at National Securities
Industry Financial Services
Experience
National Securities April 2012 - Present
The Foundation for Personal Financial Education April 2010 - April 2012
LPL Financial Inc April 2010 - April 2012
Sonny's Italian Restaurant June 2000 - April 2011
Wells Fargo November 2009 - April 2010
Cbeyond January 2009 - June 2009
Baja Animal Sanctuary 2006 - 2007
Skills
Private Placements, IPO, Private Equity, Technical Analysis, Financial Services, Financial Analysis, Portfolio Management, Investments, Risk Management, Finance, Recruiting, Management, CRM, Training, Sales, Cold Calling, Business Development, Employee Benefits, Customer Service, Marketing, Operations Management, Team Building, Human Resources, Advertising, Executive Management, Leadership, Budgets, Sales Management, Credit, Team Leadership, Social Networking, Sales Operations, Process Improvement, Analysis, Coaching, Lead Generation, New Business Development, Strategic Planning, Sales Process, Negotiation, Direct Sales, Banking, Account Management, Insurance
Education
San Diego State University-California State University 2003 — 2008
BA, Business Management
San Clemente High School 1999 — 2003
Highschool Diploma
National Securities April 2012 - Present
The Foundation for Personal Financial Education April 2010 - April 2012
LPL Financial Inc April 2010 - April 2012
Sonny's Italian Restaurant June 2000 - April 2011
Wells Fargo November 2009 - April 2010
Cbeyond January 2009 - June 2009
Baja Animal Sanctuary 2006 - 2007
Skills
Private Placements, IPO, Private Equity, Technical Analysis, Financial Services, Financial Analysis, Portfolio Management, Investments, Risk Management, Finance, Recruiting, Management, CRM, Training, Sales, Cold Calling, Business Development, Employee Benefits, Customer Service, Marketing, Operations Management, Team Building, Human Resources, Advertising, Executive Management, Leadership, Budgets, Sales Management, Credit, Team Leadership, Social Networking, Sales Operations, Process Improvement, Analysis, Coaching, Lead Generation, New Business Development, Strategic Planning, Sales Process, Negotiation, Direct Sales, Banking, Account Management, Insurance
Education
San Diego State University-California State University 2003 — 2008
BA, Business Management
San Clemente High School 1999 — 2003
Highschool Diploma
Brendan Bowen Brendan Bowen's National Securities Experience June 2012 - February 2014
Job Finance Accountant at SFX Entertainment, Inc.
Industry Financial Services
Experience
SFX Entertainment, Inc. May 2014 - Present
National Securities June 2012 - February 2014
Brigantine Advisors October 2011 - June 2012
Dermott W. Clancy Corop. August 2010 - December 2011
Villagre Corner LLC July 2008 - September 2010
Oppenheimer & Co. July 2007 - June 2008
Bear Wagner Specialists May 2005 - December 2006
LaBranche & Co. May 2003 - September 2004
Skills
Account Management, Accounting, Accounts Payable, Tour Accounting, Equities, Bloomberg, Valuation, Equity Research, Securities, Equity Trading, Production Management, Settlement, Revenue Analysis, Revenue Forecasting, Account Reconciliation, Financial Accounting, Accounts Receivable, Project Finance, Financial Analysis, Analytical Skills, Budget Forecasts, Operating Budgets, Business Strategy, General Ledger, Financial Reporting, Budgets, Corporate Finance, Investments
Education
Pace University - Lubin School of Business
BBA, Finance
SFX Entertainment, Inc. May 2014 - Present
National Securities June 2012 - February 2014
Brigantine Advisors October 2011 - June 2012
Dermott W. Clancy Corop. August 2010 - December 2011
Villagre Corner LLC July 2008 - September 2010
Oppenheimer & Co. July 2007 - June 2008
Bear Wagner Specialists May 2005 - December 2006
LaBranche & Co. May 2003 - September 2004
Skills
Account Management, Accounting, Accounts Payable, Tour Accounting, Equities, Bloomberg, Valuation, Equity Research, Securities, Equity Trading, Production Management, Settlement, Revenue Analysis, Revenue Forecasting, Account Reconciliation, Financial Accounting, Accounts Receivable, Project Finance, Financial Analysis, Analytical Skills, Budget Forecasts, Operating Budgets, Business Strategy, General Ledger, Financial Reporting, Budgets, Corporate Finance, Investments
Education
Pace University - Lubin School of Business
BBA, Finance
Daniel Beaudrie's National Securities Experience September 2013 - August 2014
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
National Securities September 2013 - August 2014
Red Ink Plus June 2010 - September 2012
State University of New York January 2011 - June 2011
Skills
Problem Solving, Operations Management, Risk Management, Business Analysis, Strategic Financial..., proficient in excel and..., Economic Forecasting, Economics, Finance, Series 7, Portfolio Management, Investments, Microsoft Excel
Education
State University of New York College at Cortland 2011 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Nassau Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
kellenberg
AXA Advisors November 2014 - Present
National Securities September 2013 - August 2014
Red Ink Plus June 2010 - September 2012
State University of New York January 2011 - June 2011
Skills
Problem Solving, Operations Management, Risk Management, Business Analysis, Strategic Financial..., proficient in excel and..., Economic Forecasting, Economics, Finance, Series 7, Portfolio Management, Investments, Microsoft Excel
Education
State University of New York College at Cortland 2011 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Nassau Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
kellenberg
Christian Wood Christian Wood's National Securities Experience June 2013 - August 2013
Job Investment Research Analyst at Pathfinder Wealth Consulting
Industry Financial Services
Experience
Pathfinder Wealth Consulting July 2015 - Present
Willis July 2014 - July 2014
ANV Syndicate, Lloyd's of London July 2014 - July 2014
National Securities June 2013 - August 2013
Amicorp Group June 2012 - August 2012
CAPTRUST June 2010 - July 2010
Rex Hospital June 2009 - June 2009
Skills
Online Research, Tax Research, Financial Analysis, Financial Statements, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Management, Proposal Generation, Access, PowerPoint, Proposal Writing, Bloomberg Terminal, Spanish-speaking, German, Clientele Portfolio..., Finance, Time Management, Teamwork, Research, Salesforce.com
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Science (B.S.), Finance
Hochschule Bremen 2014 — 2014
Bachelor's Degree, Finance
Ravenscroft High School 2007 — 2011
Training The Street
Bloomberg
Investment Banking Institute
Pathfinder Wealth Consulting July 2015 - Present
Willis July 2014 - July 2014
ANV Syndicate, Lloyd's of London July 2014 - July 2014
National Securities June 2013 - August 2013
Amicorp Group June 2012 - August 2012
CAPTRUST June 2010 - July 2010
Rex Hospital June 2009 - June 2009
Skills
Online Research, Tax Research, Financial Analysis, Financial Statements, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Management, Proposal Generation, Access, PowerPoint, Proposal Writing, Bloomberg Terminal, Spanish-speaking, German, Clientele Portfolio..., Finance, Time Management, Teamwork, Research, Salesforce.com
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Science (B.S.), Finance
Hochschule Bremen 2014 — 2014
Bachelor's Degree, Finance
Ravenscroft High School 2007 — 2011
Training The Street
Bloomberg
Investment Banking Institute
Andrew Porphirio Andrew Porphirio's National Securities Experience January 2014 - August 2014
Job
Industry Investment Management
Experience
Vision Financial Markets LLC June 2014 - Present
National Securities January 2014 - August 2014
Greenwich Point Wealth Management LLC September 2013 - December 2013
Skills
Options Strategies, Day Trading, Trading, Futures Trading, Data Mining, Microsoft Office, Strategic Planning, Public Speaking
Education
The University of Connecticut School of Business 2014 — 2016
Finance, Finance and Data Analyst
Norwalk Community College 2011 — 2013
Associate's degree, Business Administration and Management, General
Vision Financial Markets LLC June 2014 - Present
National Securities January 2014 - August 2014
Greenwich Point Wealth Management LLC September 2013 - December 2013
Skills
Options Strategies, Day Trading, Trading, Futures Trading, Data Mining, Microsoft Office, Strategic Planning, Public Speaking
Education
The University of Connecticut School of Business 2014 — 2016
Finance, Finance and Data Analyst
Norwalk Community College 2011 — 2013
Associate's degree, Business Administration and Management, General
Joseph DiGangi's National Securities Experience August 2011 - November 2011
Job Store & Website Manager at Universal Lacrosse Company
Industry Information Services
Experience
Universal Lacrosse Company August 2012 - Present
Romano's Macaroni Grill November 2011 - August 2012
Bloomberg January 2012 - July 2012
Montgomery Youth Lacrosse Club February 2012 - June 2012
National Securities August 2011 - November 2011
Iowa Beverage Systems January 2010 - July 2011
Skills
Economics, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investments, Corporate Finance, Finance, Strategic Financial..., Microsoft Excel, PowerPoint, Sales, Access
Education
Iowa State University 2009 — 2011
BS, Economics
Iowa State University of Science and Technology 2009 — 2011
Bachelor of Science; Towards Bachelor of Education, Economics; History
Montclair State University 2006 — 2009
Universal Lacrosse Company August 2012 - Present
Romano's Macaroni Grill November 2011 - August 2012
Bloomberg January 2012 - July 2012
Montgomery Youth Lacrosse Club February 2012 - June 2012
National Securities August 2011 - November 2011
Iowa Beverage Systems January 2010 - July 2011
Skills
Economics, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investments, Corporate Finance, Finance, Strategic Financial..., Microsoft Excel, PowerPoint, Sales, Access
Education
Iowa State University 2009 — 2011
BS, Economics
Iowa State University of Science and Technology 2009 — 2011
Bachelor of Science; Towards Bachelor of Education, Economics; History
Montclair State University 2006 — 2009
Ross M. Langill's National Securities Experience October 2003 - May 2005
Job Chairman & CEO at Regal Bay Investment Group LLC
Industry Investment Banking
Experience
Independent full service Broker/Dealer 2005 - Present
Regal Bay Investment Group LLC 2002 - Present
National Securities October 2003 - May 2005
Skills
Series 7, Capital Markets, Investments, Securities, Investment Banking, Wealth Management, Mergers, Investment Advisory, Venture Capital, Investment Strategies, Risk Management, Asset Allocation, Private Placements, IPO, Investment Management, Series 24, Financial Services, Equities, Series 63, Alternative Investments, FINRA, Hedge Funds, Asset Managment, Mutual Funds, Bonds, Mergers & Acquisitions, Options, Trading, Asset Management
Education
Grinnell College
BA, Psychology, Economics
Independent full service Broker/Dealer 2005 - Present
Regal Bay Investment Group LLC 2002 - Present
National Securities October 2003 - May 2005
Skills
Series 7, Capital Markets, Investments, Securities, Investment Banking, Wealth Management, Mergers, Investment Advisory, Venture Capital, Investment Strategies, Risk Management, Asset Allocation, Private Placements, IPO, Investment Management, Series 24, Financial Services, Equities, Series 63, Alternative Investments, FINRA, Hedge Funds, Asset Managment, Mutual Funds, Bonds, Mergers & Acquisitions, Options, Trading, Asset Management
Education
Grinnell College
BA, Psychology, Economics
Melissa Cheng's National Securities Experience September 2009 - February 2010
Job Senior Associate at PwC
Industry Accounting
Experience
PwC September 2012 - Present
Price Waterhouse Coopers June 2011 - August 2011
American International Group November 2010 - April 2011
Munich Reinsurance America, Inc. June 2010 - March 2011
National Securities September 2009 - February 2010
HLD Event Services 2010 - 2010
Special Ops Media 2009 - 2009
U.S. Court of Appeals June 2007 - September 2007
Skills
Auditing, Tax, Financial Modeling, Assurance, Accounting, Microsoft Office, Valuation
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
New York University
PwC September 2012 - Present
Price Waterhouse Coopers June 2011 - August 2011
American International Group November 2010 - April 2011
Munich Reinsurance America, Inc. June 2010 - March 2011
National Securities September 2009 - February 2010
HLD Event Services 2010 - 2010
Special Ops Media 2009 - 2009
U.S. Court of Appeals June 2007 - September 2007
Skills
Auditing, Tax, Financial Modeling, Assurance, Accounting, Microsoft Office, Valuation
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
New York University
Debra Bourne Debra Bourne's National Securities Experience March 2014 - Present
Job Senior Financial Associate
Industry Financial Services
Experience
National Securities March 2014 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Middlesex County College 1972 — 1974
Associate of Arts and Sciences (AAS), Clinical/Medical Laboratory Technician
National Securities March 2014 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Middlesex County College 1972 — 1974
Associate of Arts and Sciences (AAS), Clinical/Medical Laboratory Technician
Michael D'Amato's National Securities Experience January 2011 - March 2012
Job Financial Advisor at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth January 2015 - Present
Aegis Capital November 2012 - November 2013
National Securities January 2011 - March 2012
JP Turner & Company January 2007 - January 2011
Skills
Equities, Financial Analysis, Investments, Portfolio Management, Securities, Options, Retirement Planning, Retirement, Strategic Financial..., Credit, Risk Management, Stock Market, Insurance, Wealth Management
Education
Middlesex County College 1991 — 1993
Associate's degree, Biology, General
Madison Central High School 1987 — 1991
Strategies for Wealth January 2015 - Present
Aegis Capital November 2012 - November 2013
National Securities January 2011 - March 2012
JP Turner & Company January 2007 - January 2011
Skills
Equities, Financial Analysis, Investments, Portfolio Management, Securities, Options, Retirement Planning, Retirement, Strategic Financial..., Credit, Risk Management, Stock Market, Insurance, Wealth Management
Education
Middlesex County College 1991 — 1993
Associate's degree, Biology, General
Madison Central High School 1987 — 1991
Rubal Thakur's National Securities Experience December 2010 - Present
Job Account Executive at National Securities
Industry Financial Services
Experience
National Securities December 2010 - Present
Meyers Associates L.P. March 2010 - November 2010
University of Bridgeport April 2008 - August 2008
Education
University of Bridgeport 2007 — 2009
Masters of Business Administration, Finance
Nagpur University 2001 — 2006
National Securities December 2010 - Present
Meyers Associates L.P. March 2010 - November 2010
University of Bridgeport April 2008 - August 2008
Education
University of Bridgeport 2007 — 2009
Masters of Business Administration, Finance
Nagpur University 2001 — 2006
Robert J. Bonaventura's National Securities Experience December 2013 - Present
Job Sr. Investment Executive at National Securities
Industry Financial Services
Experience
National Securities December 2013 - Present
Laidlaw & Company (UK) Ltd. May 2007 - August 2013
Laidlaw & Company (UK) Ltd. September 2004 - May 2007
Skills
Investments, Investment Banking, Equities, Portfolio Management, Series 7, Wealth Management, Fixed Income, Private Equity, Securities, Asset Management, Alternative Investments, Series 63, Hedge Funds, Valuation, Capital Markets, Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Venture Capital, Strategic Financial..., Financial Markets, Equity Research, Options
Education
Hampden-Sydney College 1979 — 1983
Bachelor of Arts (BA), Political Science and Government
National Securities December 2013 - Present
Laidlaw & Company (UK) Ltd. May 2007 - August 2013
Laidlaw & Company (UK) Ltd. September 2004 - May 2007
Skills
Investments, Investment Banking, Equities, Portfolio Management, Series 7, Wealth Management, Fixed Income, Private Equity, Securities, Asset Management, Alternative Investments, Series 63, Hedge Funds, Valuation, Capital Markets, Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Venture Capital, Strategic Financial..., Financial Markets, Equity Research, Options
Education
Hampden-Sydney College 1979 — 1983
Bachelor of Arts (BA), Political Science and Government
Alexandra Babekov's National Securities Experience 2005 - 2008
Job Project Manager North Shore LIJ Health Systems
Industry Hospital & Health Care
Experience
Beth Israel Medical Center May 2011 - September 2013
National Securities 2005 - 2008
Education
Hofstra University 2005 — 2007
Beth Israel Medical Center May 2011 - September 2013
National Securities 2005 - 2008
Education
Hofstra University 2005 — 2007
Al Scerbo's National Securities Experience ComplianceDrexel Burnham Lambert1980 - 1987
Job Supervision Officer at National Securities
Industry Financial Services
Experience
National Securities ComplianceDrexel Burnham Lambert1980 - 1987
Education
Saint Peter's University 1966 — 1970
National Securities ComplianceDrexel Burnham Lambert1980 - 1987
Education
Saint Peter's University 1966 — 1970
Salvatore DiPrima's National Securities Experience November 2009 - October 2010
Job Branch Operations Manager at National Securities
Industry Financial Services
Experience
Knights of Columbus October 2012 - January 2014
John Thomas Financial November 2010 - May 2012
National Securities November 2009 - October 2010
UBS October 2008 - November 2009
Montauk Financial Group April 2000 - January 2008
Skills
Series 7, Word, Excel, Microsoft Office, PowerPoint, Series 99, Microsoft Word, NJ Life Producer..., NJ Accident & Health..., Customer Service, Management, Securities, Training, Microsoft Excel, Insurance, Finance, Sales, Leadership, Risk Management, Teamwork, Mutual Funds, Financial Services, Trading, Human Resources, Investments, Wealth Management, Financial Analysis, Retirement Planning, Banking, Strategic Financial..., Portfolio Management, Financial Planning
Education
Kingsborough Community College
AAS, Business Administration
Franklin Delano Roosevelt High School
Diploma, Art
Knights of Columbus October 2012 - January 2014
John Thomas Financial November 2010 - May 2012
National Securities November 2009 - October 2010
UBS October 2008 - November 2009
Montauk Financial Group April 2000 - January 2008
Skills
Series 7, Word, Excel, Microsoft Office, PowerPoint, Series 99, Microsoft Word, NJ Life Producer..., NJ Accident & Health..., Customer Service, Management, Securities, Training, Microsoft Excel, Insurance, Finance, Sales, Leadership, Risk Management, Teamwork, Mutual Funds, Financial Services, Trading, Human Resources, Investments, Wealth Management, Financial Analysis, Retirement Planning, Banking, Strategic Financial..., Portfolio Management, Financial Planning
Education
Kingsborough Community College
AAS, Business Administration
Franklin Delano Roosevelt High School
Diploma, Art
Jay Hanville's National Securities Experience September 1987 - November 2001
Job Securities Professional
Industry Investment Banking
Experience
Apex Clearing June 2012 - Present
Penson Financial Services September 2008 - June 2012
Wamu Capital Corp 2001 - 2008
National Securities September 1987 - November 2001
National Association of Securities Dealers August 1983 - August 1987
Skills
Accounting, Broker-Dealer, Cash Management, Equities, FINRA, Finance, Financial Risk, Financial Services, Financial Statements, Fixed Income, Management, Options, Prime Brokerage, Risk Management, SEC, Securities, Series 7, Strategic Planning, Trading, Trading Systems, Auditing
Education
Oregon State University 1973 — 1978
Finance
Apex Clearing June 2012 - Present
Penson Financial Services September 2008 - June 2012
Wamu Capital Corp 2001 - 2008
National Securities September 1987 - November 2001
National Association of Securities Dealers August 1983 - August 1987
Skills
Accounting, Broker-Dealer, Cash Management, Equities, FINRA, Finance, Financial Risk, Financial Services, Financial Statements, Fixed Income, Management, Options, Prime Brokerage, Risk Management, SEC, Securities, Series 7, Strategic Planning, Trading, Trading Systems, Auditing
Education
Oregon State University 1973 — 1978
Finance
Matt Brechbiel's National Securities Experience January 2001 - January 2003
Job at Falls River Music
Industry Music
Experience
Falls River Music May 2008 - Present
Matt B. Music Production March 2005 - Present
First Hudson Financial January 2003 - March 2005
National Securities January 2001 - January 2003
Sharpe Capital March 1999 - January 2001
Skills
Recording, Supervisory Skills, Social Media, Word, Music, Budgets, Team Building, Microsoft Office, Customer Service, Mergers, Microsoft Excel, Photoshop, Outlook, PowerPoint, E-commerce, Wordpress, Music Industry, Entertainment, Salesforce.com, Business Analysis, WordPress, Audio Engineering, Marketing Strategy, Sales, Music Production, Music Education, Management, Songwriting, Leadership, Guitar, Bass, Film Scoring
Education
Institute of Audio Research
Falls River Music May 2008 - Present
Matt B. Music Production March 2005 - Present
First Hudson Financial January 2003 - March 2005
National Securities January 2001 - January 2003
Sharpe Capital March 1999 - January 2001
Skills
Recording, Supervisory Skills, Social Media, Word, Music, Budgets, Team Building, Microsoft Office, Customer Service, Mergers, Microsoft Excel, Photoshop, Outlook, PowerPoint, E-commerce, Wordpress, Music Industry, Entertainment, Salesforce.com, Business Analysis, WordPress, Audio Engineering, Marketing Strategy, Sales, Music Production, Music Education, Management, Songwriting, Leadership, Guitar, Bass, Film Scoring
Education
Institute of Audio Research
Richard Bigliano's National Securities Experience 1999 - 2007
Job Independent Food & Beverages Professional
Industry Food & Beverages
Experience
Abigail Kirsch April 2005 - Present
Shiraz Events 2011 - Present
Crystal Springs Resort August 2008 - June 2009
National Securities 1999 - 2007
Skills
Restaurants, Food, Cooking, Food Safety, Resorts, Parties, Corporate Events, Chef, Time Management, Weddings, Teamwork, Fine Dining
Education
Institute of Culinary Education 1990 — 1992
Blue Ribbon, Cooking and Related Culinary Arts, General
University of Delaware 1974 — 1978
Bachelor of Science in Business Administration, Finance
Abigail Kirsch April 2005 - Present
Shiraz Events 2011 - Present
Crystal Springs Resort August 2008 - June 2009
National Securities 1999 - 2007
Skills
Restaurants, Food, Cooking, Food Safety, Resorts, Parties, Corporate Events, Chef, Time Management, Weddings, Teamwork, Fine Dining
Education
Institute of Culinary Education 1990 — 1992
Blue Ribbon, Cooking and Related Culinary Arts, General
University of Delaware 1974 — 1978
Bachelor of Science in Business Administration, Finance
Wajih Choudhury's National Securities Experience February 2010 - August 2010
Job Senior Oil and Swaps Analyst at Thomson Reuters
Industry Oil & Energy
Experience
Thomson Reuters October 2014 - Present
Thomson Reuters July 2014 - September 2014
Marex Spectron April 2014 - June 2014
Platts June 2013 - March 2014
Platts November 2012 - December 2013
Platts April 2013 - June 2013
Platts July 2012 - March 2013
InvestmentUnderground.com February 2011 - June 2012
National Securities February 2010 - August 2010
Start-up Firm August 2009 - December 2009
Skills
Analysis, Petroleum, Energy, Oil/Gas, Start-ups, Refineries, Project Management, Swaps, Economics, Research, Energy Industry
Education
Northeastern University 2007 — 2009
M.A., Economics
Vanderbilt University 2004 — 2007
B.S., Economics and Political Science
Franklin High School 2000 — 2004
I.B.
Thomson Reuters October 2014 - Present
Thomson Reuters July 2014 - September 2014
Marex Spectron April 2014 - June 2014
Platts June 2013 - March 2014
Platts November 2012 - December 2013
Platts April 2013 - June 2013
Platts July 2012 - March 2013
InvestmentUnderground.com February 2011 - June 2012
National Securities February 2010 - August 2010
Start-up Firm August 2009 - December 2009
Skills
Analysis, Petroleum, Energy, Oil/Gas, Start-ups, Refineries, Project Management, Swaps, Economics, Research, Energy Industry
Education
Northeastern University 2007 — 2009
M.A., Economics
Vanderbilt University 2004 — 2007
B.S., Economics and Political Science
Franklin High School 2000 — 2004
I.B.
Chris Beal's National Securities Experience December 2008 - August 2009
Job AtoZ Advisors
Industry Financial Services
Experience
AtoZ Advisors 2009 - Present
Harvard Square Resources, LLC 2010 - 2014
Harvard Square Resources, LLC 2010 - 2014
Harvard Square Resources, LLC 2010 - 2014
National Securities December 2008 - August 2009
Education
Harvard Business School 1965 — 1966
International Finance
Tufts University - The Fletcher School of Law and Diplomacy 1964 — 1966
MALD, International Finance
Harvard University 1959 — 1963
AB, History
AtoZ Advisors 2009 - Present
Harvard Square Resources, LLC 2010 - 2014
Harvard Square Resources, LLC 2010 - 2014
Harvard Square Resources, LLC 2010 - 2014
National Securities December 2008 - August 2009
Education
Harvard Business School 1965 — 1966
International Finance
Tufts University - The Fletcher School of Law and Diplomacy 1964 — 1966
MALD, International Finance
Harvard University 1959 — 1963
AB, History
Nico Pinga's National Securities Experience January 2008 - June 2008
Job MBA Candidate at Georgetown McDonough School of Business
Industry Investment Banking
Experience
Citi June 2015 - Present
CLSA July 2008 - June 2014
National Securities January 2008 - June 2008
McLagan June 2006 - August 2006
Skills
Cross-functional Team..., Multi-Cultural Team..., Analytical Skills, Oral & Written..., Building Relationships, Corporate Finance, Financial Analysis, Capital Markets, Company Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Bloomberg, Valuation, Equity Research, Due Diligence, Investments, Mergers & Acquisitions, Equities
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Gettysburg College 2003 — 2007
Bachelor's Degree, Economics, International Affairs, Philosophy
Citi June 2015 - Present
CLSA July 2008 - June 2014
National Securities January 2008 - June 2008
McLagan June 2006 - August 2006
Skills
Cross-functional Team..., Multi-Cultural Team..., Analytical Skills, Oral & Written..., Building Relationships, Corporate Finance, Financial Analysis, Capital Markets, Company Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Bloomberg, Valuation, Equity Research, Due Diligence, Investments, Mergers & Acquisitions, Equities
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Gettysburg College 2003 — 2007
Bachelor's Degree, Economics, International Affairs, Philosophy
Hank Werner's National Securities Experience October 2008 - March 2010
Job Arlington Partners
Industry Investment Management
Experience
Legend Securities Inc October 2012 - Present
National Securities October 2008 - March 2010
empire financial 2005 - 2007
Skills
Asset Management, Private Equity, Alternative Investments, Investment Banking, Corporate Finance, Mergers & Acquisitions, Valuation, Equities, Venture Capital, Due Diligence, Private Placements, Capital Markets, Investments, Financial Structuring, IPO, Financial Modeling, Hedge Funds, Corporate Development, Investor Relations, Restructuring, Business Valuation, Trading, Emerging Markets, Financial Planning, Portfolio Management
Education
Siena College 1974 — 1978
bba, Accounting
Legend Securities Inc October 2012 - Present
National Securities October 2008 - March 2010
empire financial 2005 - 2007
Skills
Asset Management, Private Equity, Alternative Investments, Investment Banking, Corporate Finance, Mergers & Acquisitions, Valuation, Equities, Venture Capital, Due Diligence, Private Placements, Capital Markets, Investments, Financial Structuring, IPO, Financial Modeling, Hedge Funds, Corporate Development, Investor Relations, Restructuring, Business Valuation, Trading, Emerging Markets, Financial Planning, Portfolio Management
Education
Siena College 1974 — 1978
bba, Accounting
Jim Pisacka's National Securities Experience January 2008 - November 2008
Job Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2009 - Present
National Securities January 2008 - November 2008
Education
Rutgers University-New Brunswick 2002 — 2007
AXA Advisors June 2009 - Present
National Securities January 2008 - November 2008
Education
Rutgers University-New Brunswick 2002 — 2007
Pat Guadagno's National Securities Experience February 2014 - Present
Job Consultant at National Securities
Industry Financial Services
Experience
National Securities February 2014 - Present
Collective Resource Management Group (CRMG) October 2009 - November 2009
Corporate Flight Management January 2001 - October 2009
Kidder Peabody 1982 - 1989
Skills
Strategy, Program Management, Management, Marketing, Budgets, Leadership, Strategic Planning, Fundraising, Insurance Policies, Software Documentation, Policy, Team Leadership, Aviation, Entrepreneurship, Business Services, Human Resources
Education
Pace University - Lubin School of Business 1974 — 1978
BBA, Math, Computer Science
National Securities February 2014 - Present
Collective Resource Management Group (CRMG) October 2009 - November 2009
Corporate Flight Management January 2001 - October 2009
Kidder Peabody 1982 - 1989
Skills
Strategy, Program Management, Management, Marketing, Budgets, Leadership, Strategic Planning, Fundraising, Insurance Policies, Software Documentation, Policy, Team Leadership, Aviation, Entrepreneurship, Business Services, Human Resources
Education
Pace University - Lubin School of Business 1974 — 1978
BBA, Math, Computer Science
Brian Friedman's National Securities Experience 1997 - September 2010
Job Managing Director at First Analysis
Industry Investment Banking
Experience
First Analysis September 2010 - Present
National Securities 1997 - September 2010
Liberty Hampshire 1995 - 1997
Skills
Investment Banking, Capital Markets, Venture Capital, Valuation, Corporate Finance, Corporate Development, Entrepreneurship, Equities, Financial Markets, IPO, Investments, Mergers, Private Equity, Private Placements, Securities
Education
Illinois Institute of Technology 1994 — 1997
JD/MBA, Finance
University of Iowa 1989 — 1993
BBA, Finance
First Analysis September 2010 - Present
National Securities 1997 - September 2010
Liberty Hampshire 1995 - 1997
Skills
Investment Banking, Capital Markets, Venture Capital, Valuation, Corporate Finance, Corporate Development, Entrepreneurship, Equities, Financial Markets, IPO, Investments, Mergers, Private Equity, Private Placements, Securities
Education
Illinois Institute of Technology 1994 — 1997
JD/MBA, Finance
University of Iowa 1989 — 1993
BBA, Finance
Ben Coogan's National Securities Experience June 2009 - February 2010
Job Fund Administrator and Compliance Officer at US Banccorp
Industry Financial Services
Experience
Golub Capital August 2015 - Present
US Banccorp March 2013 - Present
US Bank January 2010 - Present
National Securities June 2009 - February 2010
Siemens Building Technologies June 2007 - January 2009
Siemens Building Technologies May 2008 - August 2008
Skills
Marketing, Investments
Education
Marquette University 2005 — 2009
BS, Finance, International Business, German minor
Golub Capital August 2015 - Present
US Banccorp March 2013 - Present
US Bank January 2010 - Present
National Securities June 2009 - February 2010
Siemens Building Technologies June 2007 - January 2009
Siemens Building Technologies May 2008 - August 2008
Skills
Marketing, Investments
Education
Marquette University 2005 — 2009
BS, Finance, International Business, German minor
Devon Mahnken's National Securities Experience 2009 - 2011
Job Founder, President at IM YOUR NERD INC.
Industry Information Technology and Services
Experience
IM YOUR NERD INC. February 2013 - Present
Laidlaw & Company (UK) Ltd. August 2011 - January 2013
IT GETS BETTER INC. August 2011 - January 2013
National Securities 2009 - 2011
National Securities 2005 - 2009
InterDev Inc January 2004 - January 2006
Skills
XP, Options, HTML, Norton Ghost, Blackberry Enterprise..., Workstations, Backup Exec, WSUS, Dell Computers, Group Policy, Help Desk Support, Windows 2000, SCCM, Remote Desktop, Laptops, WAMP, LAMP, Microsoft Exchange, IT Asset Management, Symantec Antivirus, Technical Analysis, Dell PowerEdge Servers, Management, Hedge Funds, Series 7, Bloomberg, Securities, Start-ups, Portfolio Management, Equities, Series 63, Asset Management, Investments, Networking, Finance, Windows XP, Microsoft Office, Wealth Management, Cloud Computing, Alternative Investments, Fixed Income
Education
Kingsborough Community College 2005 — 2012
Associates, CIS
IM YOUR NERD INC. February 2013 - Present
Laidlaw & Company (UK) Ltd. August 2011 - January 2013
IT GETS BETTER INC. August 2011 - January 2013
National Securities 2009 - 2011
National Securities 2005 - 2009
InterDev Inc January 2004 - January 2006
Skills
XP, Options, HTML, Norton Ghost, Blackberry Enterprise..., Workstations, Backup Exec, WSUS, Dell Computers, Group Policy, Help Desk Support, Windows 2000, SCCM, Remote Desktop, Laptops, WAMP, LAMP, Microsoft Exchange, IT Asset Management, Symantec Antivirus, Technical Analysis, Dell PowerEdge Servers, Management, Hedge Funds, Series 7, Bloomberg, Securities, Start-ups, Portfolio Management, Equities, Series 63, Asset Management, Investments, Networking, Finance, Windows XP, Microsoft Office, Wealth Management, Cloud Computing, Alternative Investments, Fixed Income
Education
Kingsborough Community College 2005 — 2012
Associates, CIS
Scott Shames's National Securities Experience December 2012 - Present
Job Vice President Private Client Group at National Securities
Industry Financial Services
Experience
National Securities December 2012 - Present
Education
Hofstra University 1992 — 1995
bachelors, Econmics, Finance, Business
University of Hartford 1989 — 1992
National Securities December 2012 - Present
Education
Hofstra University 1992 — 1995
bachelors, Econmics, Finance, Business
University of Hartford 1989 — 1992
James Ling's National Securities Experience February 2009 - August 2011
Job Investment Consultant at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management August 2012 - Present
Mainstay Investments August 2011 - August 2012
National Securities February 2009 - August 2011
Skills
Series 7, Series 63, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Capital Markets, ETFs, Mutual Funds, Fund Of Funds, Financial Advisory, Portfolio Management, Separately Managed..., Investments, Equities, Bloomberg
Education
Rider University 2004 — 2008
Bachelor of Science (BS), Finance
Staten Island Academy 2000 — 2004
High School Diploma
UBS Global Asset Management August 2012 - Present
Mainstay Investments August 2011 - August 2012
National Securities February 2009 - August 2011
Skills
Series 7, Series 63, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Capital Markets, ETFs, Mutual Funds, Fund Of Funds, Financial Advisory, Portfolio Management, Separately Managed..., Investments, Equities, Bloomberg
Education
Rider University 2004 — 2008
Bachelor of Science (BS), Finance
Staten Island Academy 2000 — 2004
High School Diploma
Jessica Cozewith's National Securities Experience March 2014 - July 2015
Job Office Manager at Reef Road Capital
Industry Financial Services
Experience
Reef Road Capital August 2015 - Present
National Securities March 2014 - July 2015
Pain Management Medicine July 2013 - March 2014
Pittsburgh Symphony Orchestra July 2012 - June 2013
Eyetique July 2010 - July 2012
Skills
Medical Terminology, Medical Billing, Medical Records, Healthcare Management, Medical Coding, Adults, Data Entry, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Sales Management, Social Media Marketing, Fundraising, Creativity, Visual Arts, Marketing, Management, Social Media, Social Networking, Event Planning, Sales, Strategic Planning, Event Management, Marketing Communications
Education
Penn State University 2005 — 2009
Bachelor of Arts (BA), Advertising
Penn State University
Bachelor of Arts (BA)
Reef Road Capital August 2015 - Present
National Securities March 2014 - July 2015
Pain Management Medicine July 2013 - March 2014
Pittsburgh Symphony Orchestra July 2012 - June 2013
Eyetique July 2010 - July 2012
Skills
Medical Terminology, Medical Billing, Medical Records, Healthcare Management, Medical Coding, Adults, Data Entry, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Sales Management, Social Media Marketing, Fundraising, Creativity, Visual Arts, Marketing, Management, Social Media, Social Networking, Event Planning, Sales, Strategic Planning, Event Management, Marketing Communications
Education
Penn State University 2005 — 2009
Bachelor of Arts (BA), Advertising
Penn State University
Bachelor of Arts (BA)
Jeffrey Belson's National Securities Experience October 1999 - Present
Job Senior Fixed Income Trader at National Securities
Industry Financial Services
Experience
National Securities October 1999 - Present
U.S. Clearing Corporation (Division of Fleet Securities) February 1992 - September 1999
SLS Securities, Inc October 1989 - February 1992
Fahnestock and Company October 1986 - October 1989
E.A. Viner & Co. October 1985 - October 1986
Skills
Corporates, Trading, Bloomberg, Fixed Income, Series 7, High Yield, Bonds, Securities, Series 63, Investments, Bond Markets
Education
Miami University 1980 — 1984
B.A., Political Science (Foreign Affairs & Diplomacy)
National Securities October 1999 - Present
U.S. Clearing Corporation (Division of Fleet Securities) February 1992 - September 1999
SLS Securities, Inc October 1989 - February 1992
Fahnestock and Company October 1986 - October 1989
E.A. Viner & Co. October 1985 - October 1986
Skills
Corporates, Trading, Bloomberg, Fixed Income, Series 7, High Yield, Bonds, Securities, Series 63, Investments, Bond Markets
Education
Miami University 1980 — 1984
B.A., Political Science (Foreign Affairs & Diplomacy)
Chris Pertile's National Securities Experience May 2008 - August 2008
Job Senior Consultant at HealthScape Advisors LLC
Industry Management Consulting
Experience
HealthScape Advisors LLC October 2009 - Present
Merrill Lynch May 2008 - May 2009
National Securities May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Management Consulting, Valuation, Due Diligence, Corporate Finance, Mergers, Corporate Development, Strategy, Data Analysis, Financial Reporting, Strategic Consulting, Business Strategy, Accounting, Strategic Planning
Education
Northern Illinois University 2005 — 2009
Bachelor of Science (BS), Finance, General
Northern Illinois University - College of Business 2005 — 2009
Finance
HealthScape Advisors LLC October 2009 - Present
Merrill Lynch May 2008 - May 2009
National Securities May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Management Consulting, Valuation, Due Diligence, Corporate Finance, Mergers, Corporate Development, Strategy, Data Analysis, Financial Reporting, Strategic Consulting, Business Strategy, Accounting, Strategic Planning
Education
Northern Illinois University 2005 — 2009
Bachelor of Science (BS), Finance, General
Northern Illinois University - College of Business 2005 — 2009
Finance
Peter Shim's National Securities Experience June 2010 - August 2010
Job Student at Pennsylvania State University
Industry Banking
Experience
National Securities June 2010 - August 2010
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Economics
National Securities June 2010 - August 2010
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Economics
Jason Feliz's National Securities Experience February 2011 - Present
Job Consultant at Health industry
Industry Banking
Experience
Health industry June 2012 - Present
National Securities February 2011 - Present
Wells Fargo Home Mortgage April 2010 - January 2011
Jp Morgan Chase June 2006 - April 2010
Skills
Banking, Mortgage Lending, Credit, Loans, Investments, Retail Banking, Risk Management, Financial Services, Securities
Education
Norfolk State University 1999 — 2003
Bachlors, Computer Science
Health industry June 2012 - Present
National Securities February 2011 - Present
Wells Fargo Home Mortgage April 2010 - January 2011
Jp Morgan Chase June 2006 - April 2010
Skills
Banking, Mortgage Lending, Credit, Loans, Investments, Retail Banking, Risk Management, Financial Services, Securities
Education
Norfolk State University 1999 — 2003
Bachlors, Computer Science
JOSH BARG's National Securities Experience 2009 - Present
Job Managing Partner at SGP
Industry Financial Services
Experience
Saratoga Global Partners. January 2010 - Present
National Securities 2009 - Present
Oppenheimer & Co. 2002 - 2006
Skills
Alternative Investments, Wealth Management, Investments, Series 7, Asset Management, Equities, Portfolio Management, Hedge Funds, Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Strategies, Retirement, Fixed Income, Retirement Planning, Securities, Investment Advisory, 401k, Valuation, Private Equity, Financial Services, Venture Capital, Asset Managment, Fixed Annuities, Mergers & Acquisitions, FINRA
Education
Mount Saint Mary College 1989 — 1993
bs, business
Niskayuna
Saratoga Global Partners. January 2010 - Present
National Securities 2009 - Present
Oppenheimer & Co. 2002 - 2006
Skills
Alternative Investments, Wealth Management, Investments, Series 7, Asset Management, Equities, Portfolio Management, Hedge Funds, Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Strategies, Retirement, Fixed Income, Retirement Planning, Securities, Investment Advisory, 401k, Valuation, Private Equity, Financial Services, Venture Capital, Asset Managment, Fixed Annuities, Mergers & Acquisitions, FINRA
Education
Mount Saint Mary College 1989 — 1993
bs, business
Niskayuna
Andrew Morgasen's National Securities Experience April 2010 - July 2010
Job Paraplanner, Clare and associates (Ameriprise Financial)
Industry Financial Services
Experience
Clare and associates (Ameriprise Financial) May 2012 - Present
Hofstra University April 2011 - May 2012
Wells Fargo Advisors August 2010 - April 2011
National Securities April 2010 - July 2010
Obsidian Financial Group January 2010 - April 2010
Private One July 2009 - September 2009
Nassau BOCES December 2008 - June 2009
The Portrait Shoppe June 2001 - August 2002
Education
Hofstra University 2010 — 2012
Graduate Studies (MBA), Finance
Hofstra University 2008 — 2009
Graduate Studies (Masters), Elementary; Special Education
University at Albany 2004 — 2008
Bachelor of Arts, Psychology
Plainview-Old Bethpage John F. Kennedy High School 2000 — 2004
High school
Clare and associates (Ameriprise Financial) May 2012 - Present
Hofstra University April 2011 - May 2012
Wells Fargo Advisors August 2010 - April 2011
National Securities April 2010 - July 2010
Obsidian Financial Group January 2010 - April 2010
Private One July 2009 - September 2009
Nassau BOCES December 2008 - June 2009
The Portrait Shoppe June 2001 - August 2002
Education
Hofstra University 2010 — 2012
Graduate Studies (MBA), Finance
Hofstra University 2008 — 2009
Graduate Studies (Masters), Elementary; Special Education
University at Albany 2004 — 2008
Bachelor of Arts, Psychology
Plainview-Old Bethpage John F. Kennedy High School 2000 — 2004
High school
Terrence Reagan's National Securities Experience 2011 - Present
Job Sr. Account Executive at Forte Capital Group
Industry Financial Services
Experience
National Securities 2011 - Present
JP Turner & Company, LLC 2010 - 2010
Morgan Stanley July 2006 - June 2009
Skills
Equities, Securities, Investments, Portfolio Management, Wealth Management, Asset Management, Fixed Income, Mutual Funds, Options, Investment Advisory, Investment Strategies, Trading, Series 7, Sales, Series 65, Financial Markets, Series 63, Hedge Funds
Education
Niagara University 1989 — 1994
Bachelors, Finanace
National Securities 2011 - Present
JP Turner & Company, LLC 2010 - 2010
Morgan Stanley July 2006 - June 2009
Skills
Equities, Securities, Investments, Portfolio Management, Wealth Management, Asset Management, Fixed Income, Mutual Funds, Options, Investment Advisory, Investment Strategies, Trading, Series 7, Sales, Series 65, Financial Markets, Series 63, Hedge Funds
Education
Niagara University 1989 — 1994
Bachelors, Finanace
Michael Calagna's National Securities Experience October 2009 - June 2014
Job Experienced Financial Professional
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
National Securities October 2009 - June 2014
Skills
Series 7, Series 63, Equities, Investment Advisory, Wealth Management, Investment Strategies, Equity Trading, Capital Markets, Financial Markets, ETFs, Financial Services, Series 66
Education
Manhattan College 2007 — 2009
B.A., Finance
University of South Carolina-Columbia
Merrill Edge October 2014 - Present
National Securities October 2009 - June 2014
Skills
Series 7, Series 63, Equities, Investment Advisory, Wealth Management, Investment Strategies, Equity Trading, Capital Markets, Financial Markets, ETFs, Financial Services, Series 66
Education
Manhattan College 2007 — 2009
B.A., Finance
University of South Carolina-Columbia
Jeffrey Baran's National Securities Experience 2010 - 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
National Securities 2010 - 2010
Skills
Series 7, Series 63, Series 65
Education
Illinois Wesleyan University 2006 — 2010
Merrill Lynch 2011 - Present
National Securities 2010 - 2010
Skills
Series 7, Series 63, Series 65
Education
Illinois Wesleyan University 2006 — 2010
Chung-Chieh Jason Chiao's National Securities Experience 2006 - 2007
Job Trade Support at UBS
Industry Financial Services
Experience
UBS 2007 - 2013
National Securities 2006 - 2007
Vicky’s Pattern Inc. 2001 - 2003
Education
Penn State University 2000 — 2006
BS, Economics
UBS 2007 - 2013
National Securities 2006 - 2007
Vicky’s Pattern Inc. 2001 - 2003
Education
Penn State University 2000 — 2006
BS, Economics
Shawn P. Gilpin's National Securities Experience 2009 - 2010
Job President / Market Director at Atlantic Business Partners
Industry Professional Training & Coaching
Experience
Atlantic Business Partners April 2012 - Present
Marketing Concepts March 2011 - February 2012
National Securities 2009 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick
Economics
Atlantic Business Partners April 2012 - Present
Marketing Concepts March 2011 - February 2012
National Securities 2009 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick
Economics
Michael Zurita's National Securities Experience June 2008 - June 2009
Job Financial Analyst at First Sterling Financial
Industry Financial Services
Experience
First Sterling Financial February 2011 - Present
National Securities June 2008 - June 2009
Merrill Lynch Co August 2008 - December 2008
Skills
International Business..., Facebook, Twitter,..., Mas 90, Asset Management, Finance, Accounting, Investments, General Ledger, Forecasting, Auditing, Outlook, Financial Services, Financial Statements, Budgets, Real Estate Economics, Securities, Mutual Funds, Financial Analysis, Due Diligence, Sales, Tax Preparation, Real Estate Development, Bloomberg
Education
Hofstra University 2009 — 2011
BBA, Management
First Sterling Financial February 2011 - Present
National Securities June 2008 - June 2009
Merrill Lynch Co August 2008 - December 2008
Skills
International Business..., Facebook, Twitter,..., Mas 90, Asset Management, Finance, Accounting, Investments, General Ledger, Forecasting, Auditing, Outlook, Financial Services, Financial Statements, Budgets, Real Estate Economics, Securities, Mutual Funds, Financial Analysis, Due Diligence, Sales, Tax Preparation, Real Estate Development, Bloomberg
Education
Hofstra University 2009 — 2011
BBA, Management
Cameron Williams's National Securities Experience November 2011 - March 2012
Job Financial Markets Advisory Associate at BlackRock
Industry Financial Services
Experience
BlackRock February 2015 - Present
BlackRock July 2012 - January 2015
National Securities November 2011 - March 2012
University of Pennsylvania Office of the General Counsel June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Microsoft Office, Investments, Bloomberg, Data Analysis, PowerPoint, Equities, Unix, Fixed Income, SQL, JIRA
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Political Science, French
Institut d'Etudes politiques de Paris / Sciences Po Paris 2010 — 2010
Study Abroad, Political Science, French
Malvern Preparatory School 2003 — 2007
BlackRock February 2015 - Present
BlackRock July 2012 - January 2015
National Securities November 2011 - March 2012
University of Pennsylvania Office of the General Counsel June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Microsoft Office, Investments, Bloomberg, Data Analysis, PowerPoint, Equities, Unix, Fixed Income, SQL, JIRA
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Political Science, French
Institut d'Etudes politiques de Paris / Sciences Po Paris 2010 — 2010
Study Abroad, Political Science, French
Malvern Preparatory School 2003 — 2007
Craig Bisagna's National Securities Experience February 2014 - Present
Job Compliance at National Securities
Industry Financial Services
Experience
National Securities February 2014 - Present
Merrill Lynch February 2012 - February 2014
Needham May 2005 - January 2012
CHARLES SCHWAB & COMPANY INCORPORATED 1992 - 2004
Skills
Risk Management, Investments, Banking, Strategic Planning, Financial Services, New Business Development, Analysis, Business Planning, Operations Management, Business Process, Hedge Funds, Sales, Fixed Income, Auditing, Software Documentation, Alternative Investments, Securities
Education
Member NASD 1989 — 2013
Series 7, 8, 9, 10, 24, 63, 65, 66, 87, Finance and Financial Management Services
Siena College 1983 — 1987
Bachelor of Science, Major, Finance; Minor, Economics
National Securities February 2014 - Present
Merrill Lynch February 2012 - February 2014
Needham May 2005 - January 2012
CHARLES SCHWAB & COMPANY INCORPORATED 1992 - 2004
Skills
Risk Management, Investments, Banking, Strategic Planning, Financial Services, New Business Development, Analysis, Business Planning, Operations Management, Business Process, Hedge Funds, Sales, Fixed Income, Auditing, Software Documentation, Alternative Investments, Securities
Education
Member NASD 1989 — 2013
Series 7, 8, 9, 10, 24, 63, 65, 66, 87, Finance and Financial Management Services
Siena College 1983 — 1987
Bachelor of Science, Major, Finance; Minor, Economics
Bradford Haarbauer's National Securities Experience December 2007 - October 2008
Job Investment Executive at KS Capital Management
Industry Financial Services
Experience
KS Capital Management January 2011 - Present
National Securities December 2007 - October 2008
Education
Ramapo College of New Jersey 2003 — 2006
BA, Literature
Ithaca College 2001 — 2002
MHS
KS Capital Management January 2011 - Present
National Securities December 2007 - October 2008
Education
Ramapo College of New Jersey 2003 — 2006
BA, Literature
Ithaca College 2001 — 2002
MHS
Kirk Reid's National Securities Experience October 2011 - July 2012
Job Registered Representative
Industry Financial Services
Experience
IronGoose Trading October 2013 - Present
National Securities October 2011 - July 2012
Aegis Capital June 2009 - October 2011
Skills
Portfolio Management, Mergers & Acquisitions, Banking, Series 7, Derivatives, Analysis, Financial Markets, Series 63, Management, Business Valuation, Uniform Combined State..., Microsoft Excel, Securities, PowerPoint, Investments, Equities, Lead Generation, Mutual Funds, Wealth Management, Asset Management
Education
Howard University 2003 — 2007
Bachelor of Arts, Economics
IronGoose Trading October 2013 - Present
National Securities October 2011 - July 2012
Aegis Capital June 2009 - October 2011
Skills
Portfolio Management, Mergers & Acquisitions, Banking, Series 7, Derivatives, Analysis, Financial Markets, Series 63, Management, Business Valuation, Uniform Combined State..., Microsoft Excel, Securities, PowerPoint, Investments, Equities, Lead Generation, Mutual Funds, Wealth Management, Asset Management
Education
Howard University 2003 — 2007
Bachelor of Arts, Economics
Clayton Rocco's National Securities Experience May 2011 - July 2011
Job Special Education Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education September 2013 - Present
NYC Department of Education June 2013 - Present
AXA Advisors October 2012 - December 2012
National Securities May 2011 - July 2011
Congressman Anthony Weiner March 2010 - June 2010
Waldbaum's Inc September 2007 - April 2008
Skills
Customer Service, Problem Solving, Microsoft Office, Data Entry, PowerPoint, Word, Excel, Administrative Support, Microsoft Excel
Education
Long Island University, Brooklyn Campus 2013 — 2015
Masters of Science in Education, Teaching Urban Adolescents with Disabilities
Brooklyn College/CUNY 2010 — 2012
Bachelor of Science, Business, Management and Finance, 3.47
Kingsborough Community College/CUNY 2008 — 2010
A.A.S, Business Administration; Corporate Finance Management, Human Resource Management, 3.65
NYC Department of Education September 2013 - Present
NYC Department of Education June 2013 - Present
AXA Advisors October 2012 - December 2012
National Securities May 2011 - July 2011
Congressman Anthony Weiner March 2010 - June 2010
Waldbaum's Inc September 2007 - April 2008
Skills
Customer Service, Problem Solving, Microsoft Office, Data Entry, PowerPoint, Word, Excel, Administrative Support, Microsoft Excel
Education
Long Island University, Brooklyn Campus 2013 — 2015
Masters of Science in Education, Teaching Urban Adolescents with Disabilities
Brooklyn College/CUNY 2010 — 2012
Bachelor of Science, Business, Management and Finance, 3.47
Kingsborough Community College/CUNY 2008 — 2010
A.A.S, Business Administration; Corporate Finance Management, Human Resource Management, 3.65
Deron Coleman's National Securities Experience May 2002 - December 2005
Job Complex Administrative Manager at UBS Financial Services, Inc.
Industry Financial Services
Michael Chery's National Securities Experience 2010 - February 2012
Job Trader Relations at RCA Capital LLC
Industry Banking
Experience
RCA Capital LLC February 2012 - Present
National Securities 2010 - February 2012
GunnAllen Financial January 2002 - July 2005
Skills
French, Business Analysis, Trading
Education
Queens College 1997 — 2001
Bachelor of Business Administration (B.B.A.)
RCA Capital LLC February 2012 - Present
National Securities 2010 - February 2012
GunnAllen Financial January 2002 - July 2005
Skills
French, Business Analysis, Trading
Education
Queens College 1997 — 2001
Bachelor of Business Administration (B.B.A.)
Michael Sheveland's National Securities Experience August 2009 - March 2011
Job NY Licensed Insurance Agent at EasyChoice Health Plan of NY
Industry Insurance
Experience
EasyChoice Health Plan of NY August 2011 - Present
National Securities August 2009 - March 2011
Education
Sacred Heart University 2001 — 2005
Bachelor of Science, Criminal Justice
EasyChoice Health Plan of NY August 2011 - Present
National Securities August 2009 - March 2011
Education
Sacred Heart University 2001 — 2005
Bachelor of Science, Criminal Justice
Alan Markowitz's National Securities Experience January 2013 - May 2013
Job Marketing Liaison at New Roc Nursing and Rehabilitation Center
Industry Hospital & Health Care
Experience
New Roc Nursing and Rehabilitation Center July 2015 - Present
Comprhensive Healthcare Management Services February 2015 - July 2015
Chart Prophet Capital January 2014 - October 2014
WFG - World Financial Group August 2013 - January 2014
National Securities January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Customer Service, Research, Financial Analysis, Strategic Planning, Management, Social Media, Social Networking, Sales
Education
Queens College 2009 — 2013
Bachelor of Arts (BA), Mathematics and Economics
New Roc Nursing and Rehabilitation Center July 2015 - Present
Comprhensive Healthcare Management Services February 2015 - July 2015
Chart Prophet Capital January 2014 - October 2014
WFG - World Financial Group August 2013 - January 2014
National Securities January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Customer Service, Research, Financial Analysis, Strategic Planning, Management, Social Media, Social Networking, Sales
Education
Queens College 2009 — 2013
Bachelor of Arts (BA), Mathematics and Economics
Jonathan Rozenberg's National Securities Experience January 2013 - June 2013
Job Queens College, City University of New York
Industry Financial Services
Experience
Queens College, City University of New York September 2011 - Present
Visiting Nurse Service of New York June 2014 - February 2015
Parker Jewish Institute for Health Care and Rehabilitation August 2013 - July 2014
Leonard Schutzman Associates January 2013 - August 2013
National Securities January 2013 - June 2013
Education
City University of New York-Queens College
Bachelor’s Degree, Economics, 4.0
Queens College, City University of New York September 2011 - Present
Visiting Nurse Service of New York June 2014 - February 2015
Parker Jewish Institute for Health Care and Rehabilitation August 2013 - July 2014
Leonard Schutzman Associates January 2013 - August 2013
National Securities January 2013 - June 2013
Education
City University of New York-Queens College
Bachelor’s Degree, Economics, 4.0
Waael El-gazzar's National Securities Experience April 2009 - May 2010
Job at
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
National Futures Association June 2013 - December 2014
Neuberger Berman November 2012 - May 2013
Pace University January 2011 - February 2013
Argus Information & Advisory Services, LLC September 2012 - November 2012
National Securities April 2009 - May 2010
Accountemps. March 2008 - July 2008
Show Time Limousine February 2007 - April 2008
Skills
Microsoft Excel, Analysis, SQL, Portfolio Management, Customer Service, SAS, Trading, Financial Modeling, Financial Analysis, Series 7, Internal Audit, Finance, Financial Statements, PowerPoint, Accounting, Access, Microsoft Office, Internal Controls, QuickBooks
Education
Pace University - Lubin School of Business 2010 — 2013
MBA, Accounting
Pace University 2005 — 2007
BA, Biology
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
National Futures Association June 2013 - December 2014
Neuberger Berman November 2012 - May 2013
Pace University January 2011 - February 2013
Argus Information & Advisory Services, LLC September 2012 - November 2012
National Securities April 2009 - May 2010
Accountemps. March 2008 - July 2008
Show Time Limousine February 2007 - April 2008
Skills
Microsoft Excel, Analysis, SQL, Portfolio Management, Customer Service, SAS, Trading, Financial Modeling, Financial Analysis, Series 7, Internal Audit, Finance, Financial Statements, PowerPoint, Accounting, Access, Microsoft Office, Internal Controls, QuickBooks
Education
Pace University - Lubin School of Business 2010 — 2013
MBA, Accounting
Pace University 2005 — 2007
BA, Biology
Allison Pereira's National Securities Experience January 2014 - February 2014
Job Financial Analyst at Allstate
Industry Financial Services
Experience
Allstate September 2014 - Present
State Farm June 2013 - September 2014
National Securities January 2014 - February 2014
American Community Bank June 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Logical Thinker, Efficent, Enthusiastic..., Writing, Mathematics, Banking, Highly Ambitious, Property & Casualty...
Education
Queens College 2010 — 2014
Bachelor of Business Administration (BBA), Actuarial Science
Hauppauge High School 2006 — 2010
Allstate September 2014 - Present
State Farm June 2013 - September 2014
National Securities January 2014 - February 2014
American Community Bank June 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Logical Thinker, Efficent, Enthusiastic..., Writing, Mathematics, Banking, Highly Ambitious, Property & Casualty...
Education
Queens College 2010 — 2014
Bachelor of Business Administration (BBA), Actuarial Science
Hauppauge High School 2006 — 2010
Elie Rubin's National Securities Experience January 2014 - May 2014
Job Analyst at EXEN Capital
Industry Facilities Services
Experience
EXEN CAPITAL November 2014 - Present
Platinum Partners June 2014 - August 2014
National Securities January 2014 - May 2014
CFSB - Community Federal Savings Bank July 2013 - August 2013
Education
Queens College 2011 — 2014
Bachelor of Business Administration (BBA), Finance
EXEN CAPITAL November 2014 - Present
Platinum Partners June 2014 - August 2014
National Securities January 2014 - May 2014
CFSB - Community Federal Savings Bank July 2013 - August 2013
Education
Queens College 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Jonathan Zinn's National Securities Experience August 2014 - January 2015
Job Financial Analyst | Entrepreneur
Industry Financial Services
Experience
National Securities August 2014 - January 2015
Skills
Microsoft Word, PowerPoint, Social Media, Research, Public Speaking, Microsoft Office, Microsoft Excel, Customer Service, Event Planning, Leadership, Marketing, Sales, Social Networking, Teamwork, Management, Financial Accounting, Financial Analysis
Education
Queens College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Corporate Finance
North Shore Hebrew Academy High School 2007 — 2011
National Securities August 2014 - January 2015
Skills
Microsoft Word, PowerPoint, Social Media, Research, Public Speaking, Microsoft Office, Microsoft Excel, Customer Service, Event Planning, Leadership, Marketing, Sales, Social Networking, Teamwork, Management, Financial Accounting, Financial Analysis
Education
Queens College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Corporate Finance
North Shore Hebrew Academy High School 2007 — 2011
Joseph Schoendorf's National Securities Experience April 2014 - Present
Job Registered representitive at National Securities
Industry Financial Services
Experience
National Securities April 2014 - Present
Cablevision March 2011 - January 2013
AT&T February 2007 - March 2011
Skills
Customer Satisfaction, Sales, Financial Analysis
Education
Nassau Community College 2006 — 2008
Commack high school 2002 — 2006
National Securities April 2014 - Present
Cablevision March 2011 - January 2013
AT&T February 2007 - March 2011
Skills
Customer Satisfaction, Sales, Financial Analysis
Education
Nassau Community College 2006 — 2008
Commack high school 2002 — 2006
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY