new york institute of finance
Industry: Company
DescriptionThe New York Institute of Finance is an American Education Company that was founded by the New York Stock Exchange. Since 1922, It has striven to provide top level continuing education to professionals in the finance Industry and corporations worldwide. Founded: 1922 Location: New York City, New York, United States Parent organization: Pearson
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new york institute of finance Employees
Employee
Years
Job
Industry
Christopher Adam Lee Christopher Adam Lee's new york institute of finance Experience June 2015 - June 2015
Job Equity Research Analyst Intern at Financial Buzz / Financial Ventures
Industry Financial Services
Experience
Louis Vuitton June 2015 - August 2015
New York Institute of Finance June 2015 - June 2015
Investors Capital - Murphy Financial Group September 2014 - December 2014
Crown Media Family Networks - Hallmark Channel and Hallmark Movies & Mysteries June 2010 - August 2014
Stony Brook University Research & Development Procurement Office December 2012 - March 2013
Abercrombie & Fitch October 2011 - January 2012
D8 Design Element, Inc. June 2008 - September 2011
Department of Veterans Affairs June 2009 - August 2010
Skills
Equity Research, Bloomberg Terminal, Microsoft Excel, Finance, Financial Reporting, Financial Accounting, Budgets, Data Analysis, Competitive Analysis, IBM Websphere Commerce, Advertising, Kronos, Microsoft Office, Microsoft Word, PowerPoint, Adobe Photoshop, Email Marketing, Digital Marketing, Social Media Marketing, Social Media, Management, Digital Media, Marketing Communications, Organizational..., Marketing Strategy, Mathematical Analysis, Integrated Marketing, Online Marketing, Online Advertising, Public Relations, Market Research, Social Networking, New Media, Research, Financial Statements, Analysis, Leadership, Digital Strategy, Affiliate Marketing, Public Speaking, Teamwork, Time Management, Media Relations, Strategic Partnerships, Marketing Research
Education
State University of New York at Stony Brook 2011 — 2015
Bachelor of Science (BS) in Business Management, Concentration in Finance
Fort Hamilton High School 2007 — 2011
Louis Vuitton June 2015 - August 2015
New York Institute of Finance June 2015 - June 2015
Investors Capital - Murphy Financial Group September 2014 - December 2014
Crown Media Family Networks - Hallmark Channel and Hallmark Movies & Mysteries June 2010 - August 2014
Stony Brook University Research & Development Procurement Office December 2012 - March 2013
Abercrombie & Fitch October 2011 - January 2012
D8 Design Element, Inc. June 2008 - September 2011
Department of Veterans Affairs June 2009 - August 2010
Skills
Equity Research, Bloomberg Terminal, Microsoft Excel, Finance, Financial Reporting, Financial Accounting, Budgets, Data Analysis, Competitive Analysis, IBM Websphere Commerce, Advertising, Kronos, Microsoft Office, Microsoft Word, PowerPoint, Adobe Photoshop, Email Marketing, Digital Marketing, Social Media Marketing, Social Media, Management, Digital Media, Marketing Communications, Organizational..., Marketing Strategy, Mathematical Analysis, Integrated Marketing, Online Marketing, Online Advertising, Public Relations, Market Research, Social Networking, New Media, Research, Financial Statements, Analysis, Leadership, Digital Strategy, Affiliate Marketing, Public Speaking, Teamwork, Time Management, Media Relations, Strategic Partnerships, Marketing Research
Education
State University of New York at Stony Brook 2011 — 2015
Bachelor of Science (BS) in Business Management, Concentration in Finance
Fort Hamilton High School 2007 — 2011
Lee Arthur Lee Arthur's new york institute of finance Experience January 2014 - Present
Job Managing Director
Industry Education Management
Experience
New York Institute of Finance January 2014 - Present
Financial Times October 2013 - June 2014
Dow Jones July 2013 - October 2013
Dow Jones June 2012 - June 2013
Dow Jones July 2010 - June 2012
Streetbroadcast January 2001 - December 2008
MRI International 1998 - 2000
Active International January 1998 - July 1999
The Media Business February 1996 - December 1998
Skills
E-Learning, Business Education, Digital Strategy, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Commercialization, Market Entry, Global Business..., Digital Marketing, E-commerce, Digital Media, Start-ups, Corporate Development, Strategy, Strategic Planning, Subscription Sales, New Business Development, Sales Management, Entrepreneurship, Media Planning, Mobile Advertising, Advertising, Business Development, Customer Acquisition, Online Advertising, Lead Generation, Contract Negotiation, Change Management, Go-to-market Strategy, Marketing, Management, Leadership, Competitive Analysis, CRM, Mobile Marketing, Commercial Management, Market Analysis, Mobile Commerce, Mobile Strategy, Mobile Internet, Business Modeling, Monetization, P&L Management, Online Marketing, Mobile Devices, Product Management, Solution Selling, Sales, Content Strategy
Education
London Business School 2009 — 2009
Master Class, Private Equity
University of Warwick 2003 — 2008
MBA, Business
Coventry University
Computer Science
New York Institute of Finance January 2014 - Present
Financial Times October 2013 - June 2014
Dow Jones July 2013 - October 2013
Dow Jones June 2012 - June 2013
Dow Jones July 2010 - June 2012
Streetbroadcast January 2001 - December 2008
MRI International 1998 - 2000
Active International January 1998 - July 1999
The Media Business February 1996 - December 1998
Skills
E-Learning, Business Education, Digital Strategy, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Commercialization, Market Entry, Global Business..., Digital Marketing, E-commerce, Digital Media, Start-ups, Corporate Development, Strategy, Strategic Planning, Subscription Sales, New Business Development, Sales Management, Entrepreneurship, Media Planning, Mobile Advertising, Advertising, Business Development, Customer Acquisition, Online Advertising, Lead Generation, Contract Negotiation, Change Management, Go-to-market Strategy, Marketing, Management, Leadership, Competitive Analysis, CRM, Mobile Marketing, Commercial Management, Market Analysis, Mobile Commerce, Mobile Strategy, Mobile Internet, Business Modeling, Monetization, P&L Management, Online Marketing, Mobile Devices, Product Management, Solution Selling, Sales, Content Strategy
Education
London Business School 2009 — 2009
Master Class, Private Equity
University of Warwick 2003 — 2008
MBA, Business
Coventry University
Computer Science
Marc Cherney, MBA, CPA Marc Cherney, MBA, CPA's new york institute of finance Experience February 2008 - July 2014
Job President at Financial Training Associates USA
Industry Accounting
Experience
Financial Training Associates USA August 2014 - Present
New York Institute of Finance February 2008 - July 2014
Financial Training Associates USA January 1999 - January 2008
CNA Insurance May 1986 - December 1998
Skills
Accounting, Financial Analysis, Training Delivery, New Business Development, Management, Instructor-led Training, Instructional Design, Management Consulting
Education
Roosevelt University 1977 — 1981
M.S., Accounting
University of Illinois at Urbana-Champaign 1972 — 1976
B.S., Journalism
Financial Training Associates USA August 2014 - Present
New York Institute of Finance February 2008 - July 2014
Financial Training Associates USA January 1999 - January 2008
CNA Insurance May 1986 - December 1998
Skills
Accounting, Financial Analysis, Training Delivery, New Business Development, Management, Instructor-led Training, Instructional Design, Management Consulting
Education
Roosevelt University 1977 — 1981
M.S., Accounting
University of Illinois at Urbana-Champaign 1972 — 1976
B.S., Journalism
Evan Ignall's new york institute of finance Experience 1998 - 2003
Job CCO & Compliance Consultant
Industry Financial Services
Experience
ETICON LLC July 2015 - Present
International KBR Finance LLC February 2013 - Present
Samsung Securities (America), Inc. June 2014 - Present
Regulatory Compliance, LLC March 2014 - Present
SDDCO Regulatory Services January 2006 - February 2014
Citigroup Corporate & Investment Bank 2004 - 2005
Buchanan Associates 1998 - 2004
New York Institute of Finance 1998 - 2003
Securities Training Corporation 1995 - 1998
Paine Webber 1991 - 1994
Skills
Series 24, Series 27, Series 7, SIFMA Compliance &..., NSCP, FINRA Industry..., FINRA, Capital Markets, Trading, Risk Management, Hedge Funds, Securities, Training, Equities, Broker-Dealer, Banking, Investments, Series 63, Alternative Investments, Financial Services, Regulatory Compliance, Securities Regulation, Investment Banking, Financial Regulation, AML, SEC, Fixed Income, Leadership, Investment Advisory, Management, Civil Society, Mutual Funds, Program Management, Asset Management, Financial Risk, CRM, Equity Trading, Options
Education
Stevens Institute of Technology 1992 — 1995
MS, I/O Psychology
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA, Psychology
Franklin HS
Franklin HS
ETICON LLC July 2015 - Present
International KBR Finance LLC February 2013 - Present
Samsung Securities (America), Inc. June 2014 - Present
Regulatory Compliance, LLC March 2014 - Present
SDDCO Regulatory Services January 2006 - February 2014
Citigroup Corporate & Investment Bank 2004 - 2005
Buchanan Associates 1998 - 2004
New York Institute of Finance 1998 - 2003
Securities Training Corporation 1995 - 1998
Paine Webber 1991 - 1994
Skills
Series 24, Series 27, Series 7, SIFMA Compliance &..., NSCP, FINRA Industry..., FINRA, Capital Markets, Trading, Risk Management, Hedge Funds, Securities, Training, Equities, Broker-Dealer, Banking, Investments, Series 63, Alternative Investments, Financial Services, Regulatory Compliance, Securities Regulation, Investment Banking, Financial Regulation, AML, SEC, Fixed Income, Leadership, Investment Advisory, Management, Civil Society, Mutual Funds, Program Management, Asset Management, Financial Risk, CRM, Equity Trading, Options
Education
Stevens Institute of Technology 1992 — 1995
MS, I/O Psychology
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA, Psychology
Franklin HS
Franklin HS
Nicole Sykes Nicole Sykes's new york institute of finance Experience November 2008 - February 2010
Job Business Development Executive
Industry Legal Services
Experience
IBISWorld July 2015 - Present
American Conference Institute July 2010 - July 2015
New York Institute of Finance November 2008 - February 2010
Development Councell May 2005 - November 2008
Skills
Legal Research, Legal Marketing, Business Development, Contract Negotiation, Due Diligence, Email Marketing, Strategic Partnerships, Mergers & Acquisitions, Sales Process, Key Account..., Strategy, Lead Generation, Start-ups, Negotiation, Building Relationships, International Sales, Direct Sales, Marketing, Cross-border..., Sales, Social Media, Management, New Business Development, Market Research, Microsoft Office
Education
Fairleigh Dickinson University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
IBISWorld July 2015 - Present
American Conference Institute July 2010 - July 2015
New York Institute of Finance November 2008 - February 2010
Development Councell May 2005 - November 2008
Skills
Legal Research, Legal Marketing, Business Development, Contract Negotiation, Due Diligence, Email Marketing, Strategic Partnerships, Mergers & Acquisitions, Sales Process, Key Account..., Strategy, Lead Generation, Start-ups, Negotiation, Building Relationships, International Sales, Direct Sales, Marketing, Cross-border..., Sales, Social Media, Management, New Business Development, Market Research, Microsoft Office
Education
Fairleigh Dickinson University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Amy Lau Amy Lau's new york institute of finance Experience February 1997 - October 1998
Job Manager, Loyalty & Rewards at HSBC Bank USA
Industry Financial Services
Experience
Citigroup 2000 - 2012
The Conference Board 1998 - 2000
New York Institute of Finance February 1997 - October 1998
Skills
Segmentation, Analytics, Loyalty Marketing, Credit Cards, Direct Marketing, Financial Services, Marketing Strategy, Product Management, Customer Acquisition, Digital Marketing, Relationship Management, Competitive Analysis, Product Marketing, Strategic Partnerships, Strategy
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Marketing
Citigroup 2000 - 2012
The Conference Board 1998 - 2000
New York Institute of Finance February 1997 - October 1998
Skills
Segmentation, Analytics, Loyalty Marketing, Credit Cards, Direct Marketing, Financial Services, Marketing Strategy, Product Management, Customer Acquisition, Digital Marketing, Relationship Management, Competitive Analysis, Product Marketing, Strategic Partnerships, Strategy
Education
Pace University - Lubin School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Marketing
Kristen Ng Kristen Ng's new york institute of finance Experience February 2013 - August 2013
Job Stay at Home Mother at NA
Industry Higher Education
Experience
NA August 2011 - Present
New York Institute of Finance February 2013 - August 2013
New York Institute of Finance May 2007 - July 2011
Fordham University - Graduate School of Business Administration July 2006 - May 2007
Fordham University - Graduate School of Business Administration October 2005 - July 2006
Syracuse University July 2002 - April 2004
Skills
Social Media, Microsoft Office, Program Development, Training, Grant Writing, Public Speaking, Event Planning, Student Affairs, Research, Higher Education, Teaching, Editing, PeopleSoft
Education
Fordham University 2004 — 2005
MA, History
Syracuse University 1998 — 2002
BA, History, Mathematics
NA August 2011 - Present
New York Institute of Finance February 2013 - August 2013
New York Institute of Finance May 2007 - July 2011
Fordham University - Graduate School of Business Administration July 2006 - May 2007
Fordham University - Graduate School of Business Administration October 2005 - July 2006
Syracuse University July 2002 - April 2004
Skills
Social Media, Microsoft Office, Program Development, Training, Grant Writing, Public Speaking, Event Planning, Student Affairs, Research, Higher Education, Teaching, Editing, PeopleSoft
Education
Fordham University 2004 — 2005
MA, History
Syracuse University 1998 — 2002
BA, History, Mathematics
Danielle Balestra Danielle Balestra's new york institute of finance Experience March 2007 - January 2009
Job Head of Marketing and Audience Development
Industry Marketing and Advertising
Experience
CFO February 2013 - Present
CFO July 2012 - February 2013
Reputation Institute November 2009 - June 2012
New York Institute of Finance March 2007 - January 2009
Chemical Week/Access Intelligence January 2006 - March 2007
Access Intelligence/Chemical Week July 2005 - January 2006
TBWA Chiat Day NY February 2004 - July 2005
Omgeo LLC January 2003 - June 2003
American Express Financial Advisors May 1999 - September 1999
Skills
Marketing Strategy, Digital Marketing, Social Media, Data Analysis, Marketo, SEO, Marketing, Advertising, Direct Marketing, Event Planning, Email Marketing, Social Media Marketing, Brand Management, Budgets, Online Marketing, Lead Generation, Business Strategy, Online Advertising, B2B, Marketing Research, Direct Mail, Analytics, Integrated Marketing, Digital Media, SEM, Guerrilla Marketing, Event Marketing, Promotion Planning, Budgeting, Brand Development, Marketing Management, B2B Marketing, Business Intelligence, Business Analysis, Database Marketing, Product Development, Salesforce.com, Pardot, Strategy, Management, Content Strategy, Market Research
Education
Northeastern University 2000 — 2004
BSBA, Marketing, Entrepreneurship
CFO February 2013 - Present
CFO July 2012 - February 2013
Reputation Institute November 2009 - June 2012
New York Institute of Finance March 2007 - January 2009
Chemical Week/Access Intelligence January 2006 - March 2007
Access Intelligence/Chemical Week July 2005 - January 2006
TBWA Chiat Day NY February 2004 - July 2005
Omgeo LLC January 2003 - June 2003
American Express Financial Advisors May 1999 - September 1999
Skills
Marketing Strategy, Digital Marketing, Social Media, Data Analysis, Marketo, SEO, Marketing, Advertising, Direct Marketing, Event Planning, Email Marketing, Social Media Marketing, Brand Management, Budgets, Online Marketing, Lead Generation, Business Strategy, Online Advertising, B2B, Marketing Research, Direct Mail, Analytics, Integrated Marketing, Digital Media, SEM, Guerrilla Marketing, Event Marketing, Promotion Planning, Budgeting, Brand Development, Marketing Management, B2B Marketing, Business Intelligence, Business Analysis, Database Marketing, Product Development, Salesforce.com, Pardot, Strategy, Management, Content Strategy, Market Research
Education
Northeastern University 2000 — 2004
BSBA, Marketing, Entrepreneurship
Hima Reddy's new york institute of finance Experience July 2013 - Present
Job Technical Research Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray October 2014 - Present
New York Institute of Finance July 2013 - Present
Wealthy Castle May 2014 - October 2014
Self Employed January 2011 - April 2014
Informa Global Markets November 2006 - December 2010
Self-employed September 2002 - November 2006
Kaplan Test Prep and Admissions January 2002 - June 2003
Skills
Technical Analysis, Equities, Commodities, FX, Dance, Blogging, Volunteer Recruiting, Managing Volunteers, Microsoft Office, Event Planning, Event Management, Public Speaking, Technical Writing, Creative Writing, Commodity, FX Options, Trading Strategies, Securities, Trading, Risk Management, Financial Markets, Investments, Bonds, Equity Research, Fixed Income, Analysis, Trading Systems, Hedge Funds, Currency, Volunteer Management, Derivatives
Education
Indiana University Bloomington 1997 — 2001
BS, Finance
Piper Jaffray October 2014 - Present
New York Institute of Finance July 2013 - Present
Wealthy Castle May 2014 - October 2014
Self Employed January 2011 - April 2014
Informa Global Markets November 2006 - December 2010
Self-employed September 2002 - November 2006
Kaplan Test Prep and Admissions January 2002 - June 2003
Skills
Technical Analysis, Equities, Commodities, FX, Dance, Blogging, Volunteer Recruiting, Managing Volunteers, Microsoft Office, Event Planning, Event Management, Public Speaking, Technical Writing, Creative Writing, Commodity, FX Options, Trading Strategies, Securities, Trading, Risk Management, Financial Markets, Investments, Bonds, Equity Research, Fixed Income, Analysis, Trading Systems, Hedge Funds, Currency, Volunteer Management, Derivatives
Education
Indiana University Bloomington 1997 — 2001
BS, Finance
Dan Sakowski Dan Sakowski's new york institute of finance Experience February 2001 - February 2004
Job Senior Training Manager, AIG Global Tax Group
Industry Insurance
Experience
Catholic Church May 2014 - Present
AIG Global Finance Operations November 2013 - Present
AIG Benefit Solutions January 2007 - Present
Vonage Holdings January 2006 - January 2007
Emcon Associates April 2004 - December 2005
New York Institute of Finance February 2001 - February 2004
Paytrust 2000 - 2001
Merrill Lynch 1991 - 1998
Merrill Lynch 1993 - 1996
USAF 1984 - 1988
Skills
Instructional Design, Training, CRM, Recruiting, Management, Human Resources, Employee Benefits, Coaching, Leadership Development, Call Centers, Employee Training, Training Delivery, New Hire Orientations, Team Management, Strategic Planning, Team Building, Onboarding, Customer Retention, Budgets
Education
Georgian Court University 2001 — 2007
BS, Business Administration/Human Resources
Brookdale Community College 1988 — 1991
Associate of Arts (A.A.)
Matawan Regional High School 1983 — 1983
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Catholic Church May 2014 - Present
AIG Global Finance Operations November 2013 - Present
AIG Benefit Solutions January 2007 - Present
Vonage Holdings January 2006 - January 2007
Emcon Associates April 2004 - December 2005
New York Institute of Finance February 2001 - February 2004
Paytrust 2000 - 2001
Merrill Lynch 1991 - 1998
Merrill Lynch 1993 - 1996
USAF 1984 - 1988
Skills
Instructional Design, Training, CRM, Recruiting, Management, Human Resources, Employee Benefits, Coaching, Leadership Development, Call Centers, Employee Training, Training Delivery, New Hire Orientations, Team Management, Strategic Planning, Team Building, Onboarding, Customer Retention, Budgets
Education
Georgian Court University 2001 — 2007
BS, Business Administration/Human Resources
Brookdale Community College 1988 — 1991
Associate of Arts (A.A.)
Matawan Regional High School 1983 — 1983
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Karl D'Cunha, CPA,CA Karl D'Cunha, CPA,CA's new york institute of finance Experience October 2014 - Present
Job Senior Managing Director at Madison Street Capital
Industry Investment Banking
Experience
New York Institute of Finance October 2014 - Present
Madison Street Capital November 2010 - Present
Madison Street Capital November 2010 - Present
Houlihan Capital September 2010 - November 2010
Houlihan Smith & Company, Inc. November 2006 - August 2010
INTUIT 2005 - 2007
Ernst & Young November 2004 - December 2005
PricewaterhouseCoopers 1997 - 2004
Skills
Private Equity, Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Reporting, Capital, Finance, M&A experience, Trading, Fixed Income, Venture Capital, Investments, Financial Services, Restructuring, Securities, Fairness Opinions, Enterprise Valuation, Fair Value, Capital Raises, Solvency II, Intellectual Property..., Growth Capital, Portfolio Management, Asset Management, Cross-border..., ESOP, Fairness, Auction Rate Securities, TECHNOLOGY, Structured Finance, Secondary Market, Secondary Offerings, Secondaries, Auctions, Small Business Lending, Investment Management, Emerging Markets, Distressed Debt, Debt & Equity Financing, Business Valuation, Capital Raising, FinTech, Emerging Technologies, Big 4, Leadership, Team Leadership, Practice Management
Education
McGill University 1995 — 1997
MA
Western University 1992 — 1995
BA
New York Institute of Finance October 2014 - Present
Madison Street Capital November 2010 - Present
Madison Street Capital November 2010 - Present
Houlihan Capital September 2010 - November 2010
Houlihan Smith & Company, Inc. November 2006 - August 2010
INTUIT 2005 - 2007
Ernst & Young November 2004 - December 2005
PricewaterhouseCoopers 1997 - 2004
Skills
Private Equity, Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Reporting, Capital, Finance, M&A experience, Trading, Fixed Income, Venture Capital, Investments, Financial Services, Restructuring, Securities, Fairness Opinions, Enterprise Valuation, Fair Value, Capital Raises, Solvency II, Intellectual Property..., Growth Capital, Portfolio Management, Asset Management, Cross-border..., ESOP, Fairness, Auction Rate Securities, TECHNOLOGY, Structured Finance, Secondary Market, Secondary Offerings, Secondaries, Auctions, Small Business Lending, Investment Management, Emerging Markets, Distressed Debt, Debt & Equity Financing, Business Valuation, Capital Raising, FinTech, Emerging Technologies, Big 4, Leadership, Team Leadership, Practice Management
Education
McGill University 1995 — 1997
MA
Western University 1992 — 1995
BA
Jeff Hooke Jeff Hooke's new york institute of finance Experience July 2005 - Present
Job managing director at focus securities
Industry Investment Banking
Experience
Security Analysis and Business Valuation on Wall Street + Companion Web Site: A Comprehensive Guide April 2010 - Present
Focus Securities May 2009 - Present
new york institute of finance July 2005 - Present
hooke associates, llc March 1999 - Present
maryland tax education foundation 2001 - 2011
hooke associates January 1999 - April 2009
Altus Associates January 2006 - January 2009
emerging markets partnership January 1997 - July 1999
lehman brothers 1987 - 1991
Skills
Finance, Valuation, Strategic Planning, Corporate Finance, Equities, Private Equity, Mergers & Acquisitions, Investments, Emerging Markets, Business Valuation, Investment Banking, Venture Capital, Structured Finance, Hedge Funds, Alternative Investments, Financial Modeling, Mergers
Education
University of Pennsylvania - The Wharton School 1976 — 1977
MBA, Finance
University of Pennsylvania - The Wharton School
BS, MBA
Security Analysis and Business Valuation on Wall Street + Companion Web Site: A Comprehensive Guide April 2010 - Present
Focus Securities May 2009 - Present
new york institute of finance July 2005 - Present
hooke associates, llc March 1999 - Present
maryland tax education foundation 2001 - 2011
hooke associates January 1999 - April 2009
Altus Associates January 2006 - January 2009
emerging markets partnership January 1997 - July 1999
lehman brothers 1987 - 1991
Skills
Finance, Valuation, Strategic Planning, Corporate Finance, Equities, Private Equity, Mergers & Acquisitions, Investments, Emerging Markets, Business Valuation, Investment Banking, Venture Capital, Structured Finance, Hedge Funds, Alternative Investments, Financial Modeling, Mergers
Education
University of Pennsylvania - The Wharton School 1976 — 1977
MBA, Finance
University of Pennsylvania - The Wharton School
BS, MBA
Bill Coda Bill Coda's new york institute of finance Experience 2002 - Present
Job Owner, Corporate OD Associates Human Resources / OD / Training
Industry Human Resources
Experience
Corporate OD Associates (CODA) 2002 - Present
PCI Global 2002 - Present
New York Institute of Finance 2002 - Present
Fortune Financial Services Companies - PwC, JPMorganChase, Citigroup, Merrill Lynch 1979 - 2002
Skills
Organizational..., Employee Relations, Executive Coaching, Performance Management, Coaching, Executive Development, Leadership Development, Talent Management, HR Strategy, Organizational..., Talent Acquisition, Organizational Design, Organizational Change, Career Development, Management Development, Talent Development, Culture Change, 360 Feedback, Team Building, MBTI, Talent Assessment, Large Group Facilitation, DISC, Birkman Assessment, Diversity Training, Sales Training, Change Management, Workshop Facilitation, Training, Instructor-led Training, Recruiting, Personnel Management, Consulting, Instructional Design, Needs Analysis, Management, Staff Development, Training Delivery, Blended Learning, E-Learning, Succession Planning, Performance Improvement, Management Consulting, Employee Engagement, Human Resources, Leadership, Employee Training
Education
City University of New York-Baruch College
Doctoral Studies, Organizational Behavior Studies
Baruch College, City University of New York (CUNY) 1984 — 1987
Master of Business Administration (M.B.A.), Industrial/Organizational Psychology
Wilkes University 2007 — 2010
MFA, Creative Writing
University of Scranton 1975 — 1979
B.S., Accounting
Corporate OD Associates (CODA) 2002 - Present
PCI Global 2002 - Present
New York Institute of Finance 2002 - Present
Fortune Financial Services Companies - PwC, JPMorganChase, Citigroup, Merrill Lynch 1979 - 2002
Skills
Organizational..., Employee Relations, Executive Coaching, Performance Management, Coaching, Executive Development, Leadership Development, Talent Management, HR Strategy, Organizational..., Talent Acquisition, Organizational Design, Organizational Change, Career Development, Management Development, Talent Development, Culture Change, 360 Feedback, Team Building, MBTI, Talent Assessment, Large Group Facilitation, DISC, Birkman Assessment, Diversity Training, Sales Training, Change Management, Workshop Facilitation, Training, Instructor-led Training, Recruiting, Personnel Management, Consulting, Instructional Design, Needs Analysis, Management, Staff Development, Training Delivery, Blended Learning, E-Learning, Succession Planning, Performance Improvement, Management Consulting, Employee Engagement, Human Resources, Leadership, Employee Training
Education
City University of New York-Baruch College
Doctoral Studies, Organizational Behavior Studies
Baruch College, City University of New York (CUNY) 1984 — 1987
Master of Business Administration (M.B.A.), Industrial/Organizational Psychology
Wilkes University 2007 — 2010
MFA, Creative Writing
University of Scranton 1975 — 1979
B.S., Accounting
Robert Rossetti CFA Robert Rossetti CFA's new york institute of finance Experience January 1993 - Present
Job Financial Representative at Bridgehampton National Bank
Industry Investment Management
Experience
Bridgehampton National Bank September 2014 - Present
New York Institute of Finance January 1993 - Present
Suffolk County National Bank August 2013 - August 2014
Harbor Financial Partners May 2012 - August 2013
MetLife December 2011 - May 2012
Altaira Wealth Management September 2009 - May 2011
Morgan Stanley Investment Management May 1995 - November 2008
Morgan Stanley 1995 - 2008
Prudential Securities 1988 - 1994
Skills
Equities, Portfolio Management, Asset Managment, Investments, Asset Allocation, Equity Research, Series 7, Mutual Funds, Valuation, Securities, Investment Strategies, Series 63, Derivatives, Trading, Alternative Investments, Options, Bloomberg, Equity Valuation, Investment Advisory, Investment Management, Wealth Management, ETFs, Investment Banking, Financial Markets
Education
LIU Post
MBA, Finance
Bridgehampton National Bank September 2014 - Present
New York Institute of Finance January 1993 - Present
Suffolk County National Bank August 2013 - August 2014
Harbor Financial Partners May 2012 - August 2013
MetLife December 2011 - May 2012
Altaira Wealth Management September 2009 - May 2011
Morgan Stanley Investment Management May 1995 - November 2008
Morgan Stanley 1995 - 2008
Prudential Securities 1988 - 1994
Skills
Equities, Portfolio Management, Asset Managment, Investments, Asset Allocation, Equity Research, Series 7, Mutual Funds, Valuation, Securities, Investment Strategies, Series 63, Derivatives, Trading, Alternative Investments, Options, Bloomberg, Equity Valuation, Investment Advisory, Investment Management, Wealth Management, ETFs, Investment Banking, Financial Markets
Education
LIU Post
MBA, Finance
Joseph Terach Joseph Terach's new york institute of finance Experience 2000 - 2002
Job Senior Writer & Creative Lead
Industry Marketing and Advertising
Experience
Resume Deli 2006 - Present
Star Management / AGT International 2011 - 2015
Marsh 2006 - 2009
Zoologic 2003 - 2005
New York Institute of Finance 2000 - 2002
New York University 1999 - 2000
Skills
Marketing Communications, Social Media, Marketing Strategy, Project Management, Content Development, Product Management, Corporate Communications, Digital Marketing, Internal Communications, Research, Business Strategy, Program Management, New Business Development, Product Marketing, Content Strategy, Editing, Training, Leadership, Blogging, Technical Writing, Marketing, Press Releases, Advertising, Newsletters, Management, Start-ups, Business Development, Proposal Writing, Creative Direction, Strategic Communications, Public Speaking, Social Networking
Education
New York University
MA, Counseling (Applied Psychology)
New York University
BA, Psychology & English
Bronx Science
High School
Resume Deli 2006 - Present
Star Management / AGT International 2011 - 2015
Marsh 2006 - 2009
Zoologic 2003 - 2005
New York Institute of Finance 2000 - 2002
New York University 1999 - 2000
Skills
Marketing Communications, Social Media, Marketing Strategy, Project Management, Content Development, Product Management, Corporate Communications, Digital Marketing, Internal Communications, Research, Business Strategy, Program Management, New Business Development, Product Marketing, Content Strategy, Editing, Training, Leadership, Blogging, Technical Writing, Marketing, Press Releases, Advertising, Newsletters, Management, Start-ups, Business Development, Proposal Writing, Creative Direction, Strategic Communications, Public Speaking, Social Networking
Education
New York University
MA, Counseling (Applied Psychology)
New York University
BA, Psychology & English
Bronx Science
High School
Lilly Correa's new york institute of finance Experience September 1982 - October 1983
Job Board Member at Emory Alumni Board
Industry Higher Education
Experience
Emory Alumni Board September 2012 - Present
Emory University Barkley Forum Endowment September 2009 - Present
New York Stock Exchange Hearing Board January 1989 - Present
NYSE Acceptability Board April 2014 - Present
Morgan Stanley October 1983 - April 2009
New York Institute of Finance September 1982 - October 1983
Financial Learning Systems January 1980 - September 1982
Financial Planning Association January 1974 - January 1980
Skills
Public Speaking, Estate Planning, Research, Team Building, Personal Financial..., Socially Responsible..., Investment Management, Investment Strategies, Fundraising, Training, Editing, Grant Writing, Program Development, Nonprofits, Community Outreach, Grants, Volunteer Management, Higher Education, Event Planning, Leadership
Education
Harvard University 1973 — 1975
Master's degree, Social Policy
Emory University 1969 — 1973
Bachelor of Arts (B.A.), English Language and Literature/Letters
Emory Alumni Board September 2012 - Present
Emory University Barkley Forum Endowment September 2009 - Present
New York Stock Exchange Hearing Board January 1989 - Present
NYSE Acceptability Board April 2014 - Present
Morgan Stanley October 1983 - April 2009
New York Institute of Finance September 1982 - October 1983
Financial Learning Systems January 1980 - September 1982
Financial Planning Association January 1974 - January 1980
Skills
Public Speaking, Estate Planning, Research, Team Building, Personal Financial..., Socially Responsible..., Investment Management, Investment Strategies, Fundraising, Training, Editing, Grant Writing, Program Development, Nonprofits, Community Outreach, Grants, Volunteer Management, Higher Education, Event Planning, Leadership
Education
Harvard University 1973 — 1975
Master's degree, Social Policy
Emory University 1969 — 1973
Bachelor of Arts (B.A.), English Language and Literature/Letters
Erik Tiltmann Erik Tiltmann's new york institute of finance Experience March 2009 - Present
Job Founding Partner at Third Road Partners LLC
Industry Financial Services
Experience
Third Road Partners LLC October 2012 - Present
Daybreak Capital January 2010 - Present
New York Institute of Finance March 2009 - Present
Ascend Global Investments, LLC June 2011 - August 2012
Charity Folks October 2007 - June 2008
Private Equity Investors, Inc. May 2006 - August 2006
GMG Capital Partners March 2002 - July 2005
Seedco November 2001 - February 2002
Tucker Anthony Sutro September 1996 - May 2001
Skills
Venture Capital, Bloomberg, Start-ups, Private Equity, Valuation, Corporate Finance, Financial Modeling, Leadership Development, Investments, Entrepreneurship, Business Development, Fixed Income, Marketing Strategy, Financial Services, Entrepreneurial Finance, Management, Strategic Planning
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance and Management
Winchester College 1991 — 1992
High School
Horace Mann School 1987 — 1991
High School
Third Road Partners LLC October 2012 - Present
Daybreak Capital January 2010 - Present
New York Institute of Finance March 2009 - Present
Ascend Global Investments, LLC June 2011 - August 2012
Charity Folks October 2007 - June 2008
Private Equity Investors, Inc. May 2006 - August 2006
GMG Capital Partners March 2002 - July 2005
Seedco November 2001 - February 2002
Tucker Anthony Sutro September 1996 - May 2001
Skills
Venture Capital, Bloomberg, Start-ups, Private Equity, Valuation, Corporate Finance, Financial Modeling, Leadership Development, Investments, Entrepreneurship, Business Development, Fixed Income, Marketing Strategy, Financial Services, Entrepreneurial Finance, Management, Strategic Planning
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance and Management
Winchester College 1991 — 1992
High School
Horace Mann School 1987 — 1991
High School
Julie Barnum Julie Barnum's new york institute of finance Experience 2002 - 2004
Job Director at Yavapai Regional Capital
Industry Financial Services
Experience
Yavapai Regional Capital May 2009 - Present
Golden West Consulting October 2004 - Present
Mcgraw Hill 2010 - 2010
Pearson January 2002 - June 2006
FTKnowledge 2001 - 2005
New York Institute of Finance 2002 - 2004
Deutsche Bank 1999 - 2001
Banque Paribas 1987 - 1994
Union Bank of California 1981 - 1986
Skills
Corporate Finance, Credit, Capital Markets, Derivatives, Training, Investment Banking, Emerging Markets, Private Equity, Management, Hedge Funds, Equities, Valuation, Fixed Income, Financial Modeling, Investments, Portfolio Management, Banking, Strategic Financial..., Strategy, Finance, Credit Analysis, Business Strategy, Asset Management, Structured Finance, Restructuring, Venture Capital
Education
California State University-Northridge 1975 — 1980
BS, Finance
Yavapai Regional Capital May 2009 - Present
Golden West Consulting October 2004 - Present
Mcgraw Hill 2010 - 2010
Pearson January 2002 - June 2006
FTKnowledge 2001 - 2005
New York Institute of Finance 2002 - 2004
Deutsche Bank 1999 - 2001
Banque Paribas 1987 - 1994
Union Bank of California 1981 - 1986
Skills
Corporate Finance, Credit, Capital Markets, Derivatives, Training, Investment Banking, Emerging Markets, Private Equity, Management, Hedge Funds, Equities, Valuation, Fixed Income, Financial Modeling, Investments, Portfolio Management, Banking, Strategic Financial..., Strategy, Finance, Credit Analysis, Business Strategy, Asset Management, Structured Finance, Restructuring, Venture Capital
Education
California State University-Northridge 1975 — 1980
BS, Finance
Casey D. Yeung's new york institute of finance Experience January 2012 - May 2012
Job Senior Investment Analyst & Financial Entrepreneur
Industry Financial Services
Experience
Investment Banking 2010 - Present
Canadian Securities Institute (CSI) 2011 - 2014
New York Institute of Finance January 2012 - May 2012
U.S. Department of Commerce 2009 - December 2011
U.S. Census Bureau 2009 - 2011
Columbia University in the City of New York 2006 - 2009
Skills
Research, Statistics, Portfolio Management, Business Development, Consulting Services, Database Design &..., Data Analysis, Writing, MS Office, Media Relations, Creative Problem Solving, Strategy, CRM Program Management, Volunteer Outreach, Reception Services, Java, C++, Mathematics, Corporate Finance, Corporate Governance, Investments, Securities, Wealth Management, Investor Relations, Trading, ETFs, Equities, Mutual Funds, Derivatives, Asset Allocation, Alternative Investments, Financial Markets, Investment Strategies, Valuation, Emerging Markets, IPO, Multivariate Analysis, Public Policy, Legislation, Nonprofits, Professional Writing, Teaching, Leadership, Editing, Professional Leadership..., Global Experience in..., Consulting
Education
Columbia University in the City of New York
Bachelor's Degree
Investment Banking 2010 - Present
Canadian Securities Institute (CSI) 2011 - 2014
New York Institute of Finance January 2012 - May 2012
U.S. Department of Commerce 2009 - December 2011
U.S. Census Bureau 2009 - 2011
Columbia University in the City of New York 2006 - 2009
Skills
Research, Statistics, Portfolio Management, Business Development, Consulting Services, Database Design &..., Data Analysis, Writing, MS Office, Media Relations, Creative Problem Solving, Strategy, CRM Program Management, Volunteer Outreach, Reception Services, Java, C++, Mathematics, Corporate Finance, Corporate Governance, Investments, Securities, Wealth Management, Investor Relations, Trading, ETFs, Equities, Mutual Funds, Derivatives, Asset Allocation, Alternative Investments, Financial Markets, Investment Strategies, Valuation, Emerging Markets, IPO, Multivariate Analysis, Public Policy, Legislation, Nonprofits, Professional Writing, Teaching, Leadership, Editing, Professional Leadership..., Global Experience in..., Consulting
Education
Columbia University in the City of New York
Bachelor's Degree
Courteney Kovacs Courteney Kovacs's new york institute of finance Experience June 2000 - July 2001
Job HR Business Partner at Odyssey Re
Industry Financial Services
Experience
Odyssey Re August 2015 - Present
NASDAQ OMX August 2012 - April 2015
Credit Suisse April 2008 - August 2012
HSBC August 2001 - April 2008
New York Institute of Finance June 2000 - July 2001
Skills
Applicant Tracking..., Banking, Capital Markets, Change Management, College Recruiting, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, Employment Law, Equities, Financial Services, Fixed Income, HRIS, Human Resources, Interviews, Investment Banking, Leadership, Leadership Development, Management, Onboarding, Organizational..., PeopleSoft, Performance Management, Personnel Management, Recruiting, Risk Management, SDLC, Strategy, Succession Planning, Talent Acquisition, Talent Management, Training, Vendor Management
Education
Institute for Integrative Nutrition 2014 — 2015
Integrative Nutrition Health Coach, Foods, Nutrition, and Wellness Studies, General
New York University 1998 — 2000
MA, Business Education
Indiana University of Pennsylvania 1993 — 1998
Odyssey Re August 2015 - Present
NASDAQ OMX August 2012 - April 2015
Credit Suisse April 2008 - August 2012
HSBC August 2001 - April 2008
New York Institute of Finance June 2000 - July 2001
Skills
Applicant Tracking..., Banking, Capital Markets, Change Management, College Recruiting, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, Employment Law, Equities, Financial Services, Fixed Income, HRIS, Human Resources, Interviews, Investment Banking, Leadership, Leadership Development, Management, Onboarding, Organizational..., PeopleSoft, Performance Management, Personnel Management, Recruiting, Risk Management, SDLC, Strategy, Succession Planning, Talent Acquisition, Talent Management, Training, Vendor Management
Education
Institute for Integrative Nutrition 2014 — 2015
Integrative Nutrition Health Coach, Foods, Nutrition, and Wellness Studies, General
New York University 1998 — 2000
MA, Business Education
Indiana University of Pennsylvania 1993 — 1998
William Addiss's new york institute of finance Experience 2000 - Present
Job Owner/Principal Amherst Financial Training
Industry Financial Services
Experience
New York Institute of Finance 2000 - Present
Amherst Financial Training 1996 - Present
Lehman Brothers 1995 - 2000
Skills
Capital Markets Training, Derivatives Training, Program Management, Derivatives, Coaching, Asset Managment, Portfolio Management, Banking, Fixed Income, Hedge Funds, Corporate Finance, Financial Analysis, Investment Banking, Financial Markets, Capital Markets
Education
Fairfield University
BS, Finance
Wharton School of Business
Securities Industry Association Certification, Finance
New York Institute of Finance 2000 - Present
Amherst Financial Training 1996 - Present
Lehman Brothers 1995 - 2000
Skills
Capital Markets Training, Derivatives Training, Program Management, Derivatives, Coaching, Asset Managment, Portfolio Management, Banking, Fixed Income, Hedge Funds, Corporate Finance, Financial Analysis, Investment Banking, Financial Markets, Capital Markets
Education
Fairfield University
BS, Finance
Wharton School of Business
Securities Industry Association Certification, Finance
Deborah Weir, CFA Deborah Weir, CFA's new york institute of finance Experience 2003 - Present
Job Asset Allocation
Industry Financial Services
Experience
New York Institute of Finance 2003 - Present
Wealth Strategies 1986 - Present
Ashton Stewart & Co. March 2010 - January 2013
Parker Global Strategies January 2004 - December 2009
Kenmar 1989 - 1995
Scudder Investments 1978 - 1985
Skills
Portfolio Management, Asset Management, Alternative Investments, Equity Research, Finance, Investments, Securities, Hedge Funds, Commodity, Marketing, ETFs, Equities, Fixed Income, Financial Modeling, Economics, Asset Allocation, Wealth Management..., Risk Management, Financial Services, Private Equity, Investment Strategies, Financial Analysis, Management, Bloomberg, High Net Worth..., Derivatives, Asset Managment, Investment Management, Series 7, Equity Valuation, Strategic Financial..., Mutual Funds, Investment Advisory, Valuation, Financial Markets, Market Research, Options, Chartered Financial..., Corporate Finance, Financial Risk, Due Diligence, Business Strategy, Wealth Management, Capital Markets, Blogging, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
Miami University
BS
New York Institute of Finance 2003 - Present
Wealth Strategies 1986 - Present
Ashton Stewart & Co. March 2010 - January 2013
Parker Global Strategies January 2004 - December 2009
Kenmar 1989 - 1995
Scudder Investments 1978 - 1985
Skills
Portfolio Management, Asset Management, Alternative Investments, Equity Research, Finance, Investments, Securities, Hedge Funds, Commodity, Marketing, ETFs, Equities, Fixed Income, Financial Modeling, Economics, Asset Allocation, Wealth Management..., Risk Management, Financial Services, Private Equity, Investment Strategies, Financial Analysis, Management, Bloomberg, High Net Worth..., Derivatives, Asset Managment, Investment Management, Series 7, Equity Valuation, Strategic Financial..., Mutual Funds, Investment Advisory, Valuation, Financial Markets, Market Research, Options, Chartered Financial..., Corporate Finance, Financial Risk, Due Diligence, Business Strategy, Wealth Management, Capital Markets, Blogging, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
Miami University
BS
Semra Ercin Semra Ercin's new york institute of finance Experience 2003 - 2006
Job Institutional Giving Manager at Brooklyn Academy of Music
Industry
Experience
Brooklyn Academy of Music July 2014 - Present
The Brooklyn Music School 2011 - Present
Forrest Solutions Group 2008 - 2011
The Princeton Club 2006 - 2008
New York Institute of Finance 2003 - 2006
Education
Baruch School of Public Affairs
Master of Public Administration (MPA), 3.95
Brooklyn Academy of Music July 2014 - Present
The Brooklyn Music School 2011 - Present
Forrest Solutions Group 2008 - 2011
The Princeton Club 2006 - 2008
New York Institute of Finance 2003 - 2006
Education
Baruch School of Public Affairs
Master of Public Administration (MPA), 3.95
Robert McDonough's new york institute of finance Experience 2002 - 2003
Job Senior Consulting Manager at Angel Oak Consulting Group, LLC
Industry Financial Services
Experience
Angel Oak Consulting Group, LLC September 2014 - Present
Strategic Financial Solutions, Inc. 2001 - Present
Angel Oak Capital Advisors, LLC October 2012 - September 2014
Financial Services Volunteer Corps 1988 - 2014
PRMIA - Professional Risk Managers' International Association November 2010 - April 2013
Angel Oak Advisory Services June 2011 - September 2012
Bekker Compliance Consulting Partners, LLC 2007 - 2010
Investment Training and Consulting Institute, Inc. 2000 - 2010
New York Institute of Finance 2002 - 2003
Andersen Consulting 1998 - 2000
Skills
Capital Markets, Risk Management, Investments, Derivatives, Financial Analysis, Strategy, Asset Management, Banking, Financial Risk, Trading, Financial Services, Auditing, Economics, Structured Finance, Mutual Funds, Management, Training, Hedging, Consulting, Executive Management, Credit Risk, Portfolio Management, Financial Modeling, Finance, Fixed Income, Credit, Strategic Consulting, Operational Risk, Insurance, Financial Institutions, Structured Products, Market Risk, Financial Engineering, Policy
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1985
MBA, Finance and Economics
Emory University 1980 — 1982
BBA, General Business Administration
Westminster 1973 — 1980
Angel Oak Consulting Group, LLC September 2014 - Present
Strategic Financial Solutions, Inc. 2001 - Present
Angel Oak Capital Advisors, LLC October 2012 - September 2014
Financial Services Volunteer Corps 1988 - 2014
PRMIA - Professional Risk Managers' International Association November 2010 - April 2013
Angel Oak Advisory Services June 2011 - September 2012
Bekker Compliance Consulting Partners, LLC 2007 - 2010
Investment Training and Consulting Institute, Inc. 2000 - 2010
New York Institute of Finance 2002 - 2003
Andersen Consulting 1998 - 2000
Skills
Capital Markets, Risk Management, Investments, Derivatives, Financial Analysis, Strategy, Asset Management, Banking, Financial Risk, Trading, Financial Services, Auditing, Economics, Structured Finance, Mutual Funds, Management, Training, Hedging, Consulting, Executive Management, Credit Risk, Portfolio Management, Financial Modeling, Finance, Fixed Income, Credit, Strategic Consulting, Operational Risk, Insurance, Financial Institutions, Structured Products, Market Risk, Financial Engineering, Policy
Education
Georgia State University - J. Mack Robinson College of Business 1983 — 1985
MBA, Finance and Economics
Emory University 1980 — 1982
BBA, General Business Administration
Westminster 1973 — 1980
Marion Gropen's new york institute of finance Experience July 1987 - June 1992
Job CFO ByTheQuestion to Small and Independent Book Publishers
Industry Publishing
Experience
Gropen Associates December 2002 - Present
Kodansha America June 1992 - March 2000
New York Institute of Finance July 1987 - June 1992
Skills
Teaching, Asking the right..., Improving your profits, Pricing Strategy, Books, Publishing, Public Speaking, Negotiation, Ebooks, Publications, Non-fiction, Online Publishing, Fiction, Content Strategy, Storytelling, Academic Publishing, Analysis, Social Media, Digital Media, Social Media Marketing, New Media, Social Networking, Strategic Partnerships, Entrepreneurship, Start-ups, Digital Strategy, E-commerce, SEO, Content Management, WordPress
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
University of California, Santa Barbara 1982 — 1983
Physics
Pomona College 1978 — 1982
BA, Physics
Gropen Associates December 2002 - Present
Kodansha America June 1992 - March 2000
New York Institute of Finance July 1987 - June 1992
Skills
Teaching, Asking the right..., Improving your profits, Pricing Strategy, Books, Publishing, Public Speaking, Negotiation, Ebooks, Publications, Non-fiction, Online Publishing, Fiction, Content Strategy, Storytelling, Academic Publishing, Analysis, Social Media, Digital Media, Social Media Marketing, New Media, Social Networking, Strategic Partnerships, Entrepreneurship, Start-ups, Digital Strategy, E-commerce, SEO, Content Management, WordPress
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
University of California, Santa Barbara 1982 — 1983
Physics
Pomona College 1978 — 1982
BA, Physics
Jackie Polak's new york institute of finance Experience 1996 - 2001
Job Structured Product Analyst
Industry Financial Services
Experience
LBBW 2001 - 2014
New York Institute of Finance 1996 - 2001
ABN AMRO 1998 - 2000
Chase Securities Inc. 1993 - 1998
Lehman Brothers 1991 - 1993
Trepp, LLC 1990 - 1991
Skills
Structured Finance, Fixed Income, Structured Products, Capital Markets, Portfolio Management, Derivatives, Bonds, Securitization, ABS, Investment Banking, Financial Structuring, Risk Management, Banking, Asset Management, Hedge Funds, Investments, Credit Derivatives, Securities, Trading, Valuation, Alternative Investments, Financial Markets, Bloomberg, MBS, CDO, Credit Analysis, CMBS, High Yield, Credit Risk, Credit, Funding, Structuring, Residential Mortgages, Financial Modeling, Asset Allocation, Corporate Finance, CDS, Restructuring, Origination, Due Diligence, Risk, Series 7, Mortgage, CLO, Securities Regulation, Product Development, Product Management, Investment Advisory, Investment Strategies, Investment Management
Education
University of Pennsylvania
LBBW 2001 - 2014
New York Institute of Finance 1996 - 2001
ABN AMRO 1998 - 2000
Chase Securities Inc. 1993 - 1998
Lehman Brothers 1991 - 1993
Trepp, LLC 1990 - 1991
Skills
Structured Finance, Fixed Income, Structured Products, Capital Markets, Portfolio Management, Derivatives, Bonds, Securitization, ABS, Investment Banking, Financial Structuring, Risk Management, Banking, Asset Management, Hedge Funds, Investments, Credit Derivatives, Securities, Trading, Valuation, Alternative Investments, Financial Markets, Bloomberg, MBS, CDO, Credit Analysis, CMBS, High Yield, Credit Risk, Credit, Funding, Structuring, Residential Mortgages, Financial Modeling, Asset Allocation, Corporate Finance, CDS, Restructuring, Origination, Due Diligence, Risk, Series 7, Mortgage, CLO, Securities Regulation, Product Development, Product Management, Investment Advisory, Investment Strategies, Investment Management
Education
University of Pennsylvania
Philip Ruppel's new york institute of finance Experience February 1989 - August 1992
Job Chief Operating Officer of Phaidon Press
Industry Publishing
Experience
Phaidon Press June 2015 - Present
Independent Consultant January 2015 - May 2015
McGraw-Hill Education 2007 - 2014
McGraw-Hill Education 2012 - 2013
McGraw-Hill Education 2004 - 2007
McGraw-Hill Professional 1996 - 2004
McGraw-Hill Professional 1992 - 1996
Prentice Hall February 1989 - August 1992
New York Institute of Finance February 1989 - August 1992
Warren Gorham & Lamont 1983 - 1989
Skills
Publishing, Content Development, Online Publishing, Books, Editorial, Content Management, Ebooks, Editing, Content Strategy, Copy Editing, Strategic Partnerships, Digital Media, Strategy, Leadership, Web Content, Internal Communications, Management, Publications, Social Media, Marketing, Academic Publishing
Education
Hamilton College 1976 — 1980
Bachelor of Arts (B.A.)
Phaidon Press June 2015 - Present
Independent Consultant January 2015 - May 2015
McGraw-Hill Education 2007 - 2014
McGraw-Hill Education 2012 - 2013
McGraw-Hill Education 2004 - 2007
McGraw-Hill Professional 1996 - 2004
McGraw-Hill Professional 1992 - 1996
Prentice Hall February 1989 - August 1992
New York Institute of Finance February 1989 - August 1992
Warren Gorham & Lamont 1983 - 1989
Skills
Publishing, Content Development, Online Publishing, Books, Editorial, Content Management, Ebooks, Editing, Content Strategy, Copy Editing, Strategic Partnerships, Digital Media, Strategy, Leadership, Web Content, Internal Communications, Management, Publications, Social Media, Marketing, Academic Publishing
Education
Hamilton College 1976 — 1980
Bachelor of Arts (B.A.)
Jane Joseph, CFA's new york institute of finance Experience January 2014 - Present
Job Vice President/Senior Fixed Income Analyst at Wilmington Trust Company
Industry Investment Management
Experience
Wilmington Trust Company December 2014 - Present
New York Institute of Finance January 2014 - Present
The Opportunity Lab March 2013 - June 2013
Bank of New York Mellon October 1995 - September 2012
Merrill Lynch May 1993 - January 1995
National Association of Insurance Commissioners August 1989 - May 1993
Skills
Capital Markets, Bonds, Bloomberg, Financial Modeling, Financial Analysis, Credit, Credit Analysis, Securities, Credit Risk, Fixed Income, Investment Banking, Mutual Funds, Derivatives, Analysis, Investment-grade fixed..., Financial Markets, Series 7, Emerging Markets, Asset Allocation, Trading, Investment Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Binghamton University
BA, English Literature
Kauffman Fasttrac New Venture Program 2014 — 2014
General Assembly
Wilmington Trust Company December 2014 - Present
New York Institute of Finance January 2014 - Present
The Opportunity Lab March 2013 - June 2013
Bank of New York Mellon October 1995 - September 2012
Merrill Lynch May 1993 - January 1995
National Association of Insurance Commissioners August 1989 - May 1993
Skills
Capital Markets, Bonds, Bloomberg, Financial Modeling, Financial Analysis, Credit, Credit Analysis, Securities, Credit Risk, Fixed Income, Investment Banking, Mutual Funds, Derivatives, Analysis, Investment-grade fixed..., Financial Markets, Series 7, Emerging Markets, Asset Allocation, Trading, Investment Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Binghamton University
BA, English Literature
Kauffman Fasttrac New Venture Program 2014 — 2014
General Assembly
Patrick Brassil's new york institute of finance Experience January 2013 - Present
Job Client Solutions Manager
Industry Professional Training & Coaching
Experience
New York Institute of Finance January 2013 - Present
Financial Times 2014 - 2015
Financial Times 2014 - 2015
Financial Times 2014 - 2015
New York Institute of Finance May 2011 - December 2012
Ameritime Mortgage Company January 2006 - December 2009
Bank of America 2004 - 2006
Skills
New Business Development, Corporate Finance, Equities, Asset Managment, Training, Fixed Income, Derivatives, Capital Markets, Credit Risk, Business Planning, Asset Management, Risk Management, Management, Leadership, Business Development, Business Strategy, Financial Analysis, Financial Modeling, Finance, Consulting, Brand Development, Strategic Consulting, Strategy
Education
New York Institute of Finance 2012 — 2013
CFA Level 1 Candidate, Finance and Financial Management Services
Loyola College in Maryland 1999 — 2003
Bachelor's degree, Finance
New York Institute of Finance January 2013 - Present
Financial Times 2014 - 2015
Financial Times 2014 - 2015
Financial Times 2014 - 2015
New York Institute of Finance May 2011 - December 2012
Ameritime Mortgage Company January 2006 - December 2009
Bank of America 2004 - 2006
Skills
New Business Development, Corporate Finance, Equities, Asset Managment, Training, Fixed Income, Derivatives, Capital Markets, Credit Risk, Business Planning, Asset Management, Risk Management, Management, Leadership, Business Development, Business Strategy, Financial Analysis, Financial Modeling, Finance, Consulting, Brand Development, Strategic Consulting, Strategy
Education
New York Institute of Finance 2012 — 2013
CFA Level 1 Candidate, Finance and Financial Management Services
Loyola College in Maryland 1999 — 2003
Bachelor's degree, Finance
Adam Shrager's new york institute of finance Experience 2001 - Present
Job Teacher/Instructor at HVCHS, NYIF, Princeton U.
Industry Higher Education
Experience
New York Institute of Finance 2001 - Present
HVCHS, Princeton U., TCNJ, NYIF 1999 - Present
Knight Securities 1999 - 2003
Knight Capital Group 1999 - 2002
Skills
Training, Public Speaking, Leadership Development, Teaching, Coaching, Instructional Design, Organizational..., Staff Development, E-Learning, Curriculum Design
Education
Princeton University 1994 — 1998
MA, PhD ABD, Political Science
Tufts University 1984 — 1988
Stuyvesant
New York Institute of Finance 2001 - Present
HVCHS, Princeton U., TCNJ, NYIF 1999 - Present
Knight Securities 1999 - 2003
Knight Capital Group 1999 - 2002
Skills
Training, Public Speaking, Leadership Development, Teaching, Coaching, Instructional Design, Organizational..., Staff Development, E-Learning, Curriculum Design
Education
Princeton University 1994 — 1998
MA, PhD ABD, Political Science
Tufts University 1984 — 1988
Stuyvesant
Chandra S Khandrika's new york institute of finance Experience April 2014 - Present
Job Expert Advisor
Industry Financial Services
Experience
Platinion GmbH – A company of the Boston Consulting Group August 2014 - Present
New York Institute of Finance April 2014 - Present
Gatick Global Solutions 2008 - Present
PwC Consulting January 2013 - July 2014
Bloomberg June 2011 - December 2012
Morgan Stanley Investment Management June 2009 - May 2011
One-Six-Eight, LLC January 2009 - January 2011
UBS Investment Bank February 2009 - June 2009
Barclays May 2004 - December 2008
Cross asset LLC September 2001 - April 2004
Skills
Pricing, Options, Rates, Emerging Markets, Valuation, Structured Note products, Market Risk, Structuring, Financial Structuring, Risk Management, Trading, Credit Risk, Finance, FX Options, Capital Markets, Structured Products, Credit Derivatives, Quantitative Finance, Structured Finance, Derivatives, Interest Rate..., Equities, Fixed Income, Hedge Funds, Asset Management, Bloomberg
Education
Oregon Health and Science University 2000 — 2001
Masters, Computational finance
Indian Institute of Technology, Bombay 1996 — 1998
M tech, Chemical Engineering
Osmania University 1992 — 1996
B Tech, Chemical Engineering
Platinion GmbH – A company of the Boston Consulting Group August 2014 - Present
New York Institute of Finance April 2014 - Present
Gatick Global Solutions 2008 - Present
PwC Consulting January 2013 - July 2014
Bloomberg June 2011 - December 2012
Morgan Stanley Investment Management June 2009 - May 2011
One-Six-Eight, LLC January 2009 - January 2011
UBS Investment Bank February 2009 - June 2009
Barclays May 2004 - December 2008
Cross asset LLC September 2001 - April 2004
Skills
Pricing, Options, Rates, Emerging Markets, Valuation, Structured Note products, Market Risk, Structuring, Financial Structuring, Risk Management, Trading, Credit Risk, Finance, FX Options, Capital Markets, Structured Products, Credit Derivatives, Quantitative Finance, Structured Finance, Derivatives, Interest Rate..., Equities, Fixed Income, Hedge Funds, Asset Management, Bloomberg
Education
Oregon Health and Science University 2000 — 2001
Masters, Computational finance
Indian Institute of Technology, Bombay 1996 — 1998
M tech, Chemical Engineering
Osmania University 1992 — 1996
B Tech, Chemical Engineering
Scott Schleifer's new york institute of finance Experience 1998 - 2001
Job Closing Coordinator at Shupack and Hardy LLP
Industry Legal Services
Experience
Shupack and Hardy LLP February 2009 - Present
Marans & Weisz, LLC July 2007 - February 2009
Global Association of Risk Professionals October 2000 - April 2003
New York Institute of Finance 1998 - 2001
Education
Middlebury College 1984 — 1988
BA, History
Spring Valley Sr High School
Shupack and Hardy LLP February 2009 - Present
Marans & Weisz, LLC July 2007 - February 2009
Global Association of Risk Professionals October 2000 - April 2003
New York Institute of Finance 1998 - 2001
Education
Middlebury College 1984 — 1988
BA, History
Spring Valley Sr High School
Steve Literati's new york institute of finance Experience April 2012 - Present
Job President at Literati Analytics, LLC
Industry Education Management
Experience
Literati Analytics, LLC May 2012 - Present
New York University January 2015 - Present
New York Institute of Finance April 2012 - Present
Educational Testing Service (ETS) September 2013 - November 2014
Pearson January 2009 - May 2012
Pearson Assessments 2004 - 2008
Pearson plc 2000 - 2004
Hewlett-Packard 1986 - 1992
Skills
Business Development, Strategic Planning, Strategic Partnerships, Corporate Financial..., Education, Mergers, Acquisitions, Venture Capital, Equity investments, Business Strategy, Strategy, Acquisition Integration, Financial Analysis, Financial..., Entrepreneurship, Competitive Analysis, Publishing, New Business Development, Cross-functional Team..., Marketing Strategy, Partnerships, Digital Media, Start-ups, Product Management, Corporate Development, Executive Management, Equities, Forecasting, P&L Management, Mergers & Acquisitions, Valuation, Divestitures, Due Diligence, Analysis, Investments, International Business, Integration, Finance, Managerial Finance, Business Planning, Management Consulting, Team Building, Market Research, Corporate Finance, Private Equity, Analytics, Leadership, M&A experience, Business Modeling, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Lafayette College 1978 — 1981
BA, Economics
Fair Lawn High School
Literati Analytics, LLC May 2012 - Present
New York University January 2015 - Present
New York Institute of Finance April 2012 - Present
Educational Testing Service (ETS) September 2013 - November 2014
Pearson January 2009 - May 2012
Pearson Assessments 2004 - 2008
Pearson plc 2000 - 2004
Hewlett-Packard 1986 - 1992
Skills
Business Development, Strategic Planning, Strategic Partnerships, Corporate Financial..., Education, Mergers, Acquisitions, Venture Capital, Equity investments, Business Strategy, Strategy, Acquisition Integration, Financial Analysis, Financial..., Entrepreneurship, Competitive Analysis, Publishing, New Business Development, Cross-functional Team..., Marketing Strategy, Partnerships, Digital Media, Start-ups, Product Management, Corporate Development, Executive Management, Equities, Forecasting, P&L Management, Mergers & Acquisitions, Valuation, Divestitures, Due Diligence, Analysis, Investments, International Business, Integration, Finance, Managerial Finance, Business Planning, Management Consulting, Team Building, Market Research, Corporate Finance, Private Equity, Analytics, Leadership, M&A experience, Business Modeling, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Lafayette College 1978 — 1981
BA, Economics
Fair Lawn High School
Mike Bickford's new york institute of finance Experience January 1981 - April 1997
Job
Industry Financial Services
Experience
NYSE Regulation September 2015 - Present
TYJS Group LLC January 2010 - August 2015
The Options Clearing Corporation April 2005 - October 2008
American Stock Exchange March 1995 - October 2008
New York Institute of Finance January 1981 - April 1997
Kidder Peabody May 1983 - February 1995
EF Hutton 1980 - 1983
Skills
Options, ETFs, Derivatives, Compliance, Executive Management, Market Structure, Electronic Trading, Trading Systems, Expert Witness, Trading, Equities, Financial Markets, Securities, Proprietary Trading, Volatility, FINRA, Equity Trading, Trading Strategies, Alternative Investments, Investments, Hedge Funds, Market Data, Equity Derivatives, Capital Markets, Series 24, Hedging
Education
Fordham University 1971 — 1975
BA, Economics
NYSE Regulation September 2015 - Present
TYJS Group LLC January 2010 - August 2015
The Options Clearing Corporation April 2005 - October 2008
American Stock Exchange March 1995 - October 2008
New York Institute of Finance January 1981 - April 1997
Kidder Peabody May 1983 - February 1995
EF Hutton 1980 - 1983
Skills
Options, ETFs, Derivatives, Compliance, Executive Management, Market Structure, Electronic Trading, Trading Systems, Expert Witness, Trading, Equities, Financial Markets, Securities, Proprietary Trading, Volatility, FINRA, Equity Trading, Trading Strategies, Alternative Investments, Investments, Hedge Funds, Market Data, Equity Derivatives, Capital Markets, Series 24, Hedging
Education
Fordham University 1971 — 1975
BA, Economics
Ava Faustin, MBA, MPA,CEO's new york institute of finance Experience January 1990 - January 1999
Job Team Management 2000 Inc
Industry Nonprofit Organization Management
Experience
On Point Professional Clinical Services January 2009 - Present
Team Management 2000, Inc January 1999 - Present
Team Management 2000 Inc January 1999 - Present
New England Financial 2001 - 2009
New York Life January 2006 - April 2008
New England Financial Securities January 1999 - January 2006
New York Institute of Finance January 1990 - January 1999
NY INST OF FINANCE January 1992 - May 1998
Skills
Software Proficiency, Grant Writing, Fundraising, Budgeting, Program Development, Program Management, Program Design, Program Planning, Strategic Planning, Business Strategy, Change Leadership, HIV/AIDS, Youth Services, Youth Development, Social Services, Affordable Housing, Program Implementation, Community Development, Grants, Board Development, Volunteer Management, Grant Administration, Program Evaluation, Organizational..., Workforce Development, Public Speaking, Resource Development, Managerial Finance, Non-profit Leadership, Volunteer Recruiting, Motivational Speaking, Community Outreach, Non-profit..., Budgets, Young People, Policy, Mental Health, Change Management, Capacity Building, Training, Philanthropy, Leadership, Community Organizing, Stewardship, Workshop Facilitation, Leadership Development, Social Entrepreneurship, Staff Development, Economic Development, Plannning
Education
Montclair State University 2013 — 2016
Doctor of Philosophy (Ph.D.), Human Development and Family Studies
Walden University 2007 — 2010
MPA, Nonprofit Organizational Leadership & Management, 4.0
Pace University 1994 — 2006
MBA, Organizational Communications, 3.7
Marymount Manhattan College 1978 — 1982
None, ACCOUNTING AND FINANCE
On Point Professional Clinical Services January 2009 - Present
Team Management 2000, Inc January 1999 - Present
Team Management 2000 Inc January 1999 - Present
New England Financial 2001 - 2009
New York Life January 2006 - April 2008
New England Financial Securities January 1999 - January 2006
New York Institute of Finance January 1990 - January 1999
NY INST OF FINANCE January 1992 - May 1998
Skills
Software Proficiency, Grant Writing, Fundraising, Budgeting, Program Development, Program Management, Program Design, Program Planning, Strategic Planning, Business Strategy, Change Leadership, HIV/AIDS, Youth Services, Youth Development, Social Services, Affordable Housing, Program Implementation, Community Development, Grants, Board Development, Volunteer Management, Grant Administration, Program Evaluation, Organizational..., Workforce Development, Public Speaking, Resource Development, Managerial Finance, Non-profit Leadership, Volunteer Recruiting, Motivational Speaking, Community Outreach, Non-profit..., Budgets, Young People, Policy, Mental Health, Change Management, Capacity Building, Training, Philanthropy, Leadership, Community Organizing, Stewardship, Workshop Facilitation, Leadership Development, Social Entrepreneurship, Staff Development, Economic Development, Plannning
Education
Montclair State University 2013 — 2016
Doctor of Philosophy (Ph.D.), Human Development and Family Studies
Walden University 2007 — 2010
MPA, Nonprofit Organizational Leadership & Management, 4.0
Pace University 1994 — 2006
MBA, Organizational Communications, 3.7
Marymount Manhattan College 1978 — 1982
None, ACCOUNTING AND FINANCE
Miguel Garces's new york institute of finance Experience 2000 - 2004
Job Owner, eMobilize, Corp.
Industry Internet
Experience
eMobilize Corp. / ePro, Inc. November 2006 - Present
HETS 2009 - June 2014
New York Institute of Finance 2000 - 2004
Skills
Project Management, E-commerce, SEO, Consulting, Product Management, CRM, Business Strategy, Digital Strategy, Account Management, Start-ups, Agile Methodologies, New Business Development, Entrepreneurship, Business Development, Email Marketing, Digital Media, Social Media Marketing, Strategy, Digital Marketing, Online Advertising, Online Marketing, Social Media, Social Networking, Marketing, Direct Marketing, Marketing Strategy, Analytics, Public Relations, Web Analytics, SEM, Content Development, Product Marketing, Mobile Marketing, Web 2.0, Strategic Partnerships, Marketing Communications, Content Strategy, Publishing, Content Management, Website Development
Education
Columbia Engineering
eMobilize Corp. / ePro, Inc. November 2006 - Present
HETS 2009 - June 2014
New York Institute of Finance 2000 - 2004
Skills
Project Management, E-commerce, SEO, Consulting, Product Management, CRM, Business Strategy, Digital Strategy, Account Management, Start-ups, Agile Methodologies, New Business Development, Entrepreneurship, Business Development, Email Marketing, Digital Media, Social Media Marketing, Strategy, Digital Marketing, Online Advertising, Online Marketing, Social Media, Social Networking, Marketing, Direct Marketing, Marketing Strategy, Analytics, Public Relations, Web Analytics, SEM, Content Development, Product Marketing, Mobile Marketing, Web 2.0, Strategic Partnerships, Marketing Communications, Content Strategy, Publishing, Content Management, Website Development
Education
Columbia Engineering
Sharon P. Farrell Esq.'s new york institute of finance Experience May 2009 - Present
Job Compliance Advisor at Deutsche Bank
Industry Legal Services
Experience
Deutsche Bank September 2011 - Present
New York Institute of Finance May 2009 - Present
Compliance & Truth, LLC January 2009 - Present
Bank of Tokyo-Mitsubishi March 2007 - December 2008
Promontory Financial Group, LLC March 2006 - March 2007
New York State Banking Department January 2000 - June 2004
Kings County District Attorneys Office October 1995 - June 1998
Skills
AML, OFAC, Bank Secrecy Act, Sanction, USA PATRIOT Act, Operational Risk, Private Investigations, Management, Financial Risk, Banking Law, Corporate Governance, Banking, Regulations, Auditing, Policy, KYC, Financial Regulation, Fraud, Training, Risk Management, Capital Markets, Operational Risk..., Due Diligence, Financial Institutions, Investment Banking, Criminal Investigations, Securities, Project Management, Risk Assessment, Asset Management, Legal Compliance, Finance, Mergers & Acquisitions, Investigation, Financial Services, Leadership, Enterprise Risk..., Forensic Accounting, Hedge Funds, Internal Investigations, Options, Financial Markets, Private Equity, Alternative Investments, Derivatives, Mutual Funds, Anti Money Laundering, FINRA
Education
St. John's University School of Law 1991 — 1995
JD
Fordham University 1988 — 1991
BA, Political Science
Deutsche Bank September 2011 - Present
New York Institute of Finance May 2009 - Present
Compliance & Truth, LLC January 2009 - Present
Bank of Tokyo-Mitsubishi March 2007 - December 2008
Promontory Financial Group, LLC March 2006 - March 2007
New York State Banking Department January 2000 - June 2004
Kings County District Attorneys Office October 1995 - June 1998
Skills
AML, OFAC, Bank Secrecy Act, Sanction, USA PATRIOT Act, Operational Risk, Private Investigations, Management, Financial Risk, Banking Law, Corporate Governance, Banking, Regulations, Auditing, Policy, KYC, Financial Regulation, Fraud, Training, Risk Management, Capital Markets, Operational Risk..., Due Diligence, Financial Institutions, Investment Banking, Criminal Investigations, Securities, Project Management, Risk Assessment, Asset Management, Legal Compliance, Finance, Mergers & Acquisitions, Investigation, Financial Services, Leadership, Enterprise Risk..., Forensic Accounting, Hedge Funds, Internal Investigations, Options, Financial Markets, Private Equity, Alternative Investments, Derivatives, Mutual Funds, Anti Money Laundering, FINRA
Education
St. John's University School of Law 1991 — 1995
JD
Fordham University 1988 — 1991
BA, Political Science
Anton Theunissen's new york institute of finance Experience April 2015 - Present
Job Curriculum Director at New York Institute of Finance
Industry Financial Services
Experience
New York Institute of Finance April 2015 - Present
New York Institute of Finance October 2014 - April 2015
Beedie School of Business at SFU January 2006 - April 2014
Swiss Re July 2010 - April 2011
Standard and Poor's July 2006 - April 2008
Chubb Financial Solutions LLC July 2000 - October 2005
AIG Risk Finance December 1999 - July 2000
Management Sciences, Wells Fargo Bank June 1998 - November 1999
Skills
Risk Management, Fixed Income, Financial Modeling, Valuation, Market Risk, Credit Risk, Quantitative Finance, Derivatives, Capital Markets, Quantitative Analytics, Financial Analysis, Portfolio Management, Structured Finance, Structured Products, Bloomberg, Financial Services, VBA, Finance, Corporate Finance, Financial Markets, Equity Research, Financial Structuring, Credit, Credit Derivatives, Statistical Modeling, Investment Banking, Time Series Analysis, Monte Carlo Simulation, Hedge Funds, Asset Management, Economics
Education
Simon Fraser University 1991 — 1998
MA, PhD, Economics
University of Cape Town 1985 — 1985
Bachelor of Commerce (B.Com.) Hons, Economics
University of Cape Town 1981 — 1984
B.Bus.Sc., Finance
New York Institute of Finance April 2015 - Present
New York Institute of Finance October 2014 - April 2015
Beedie School of Business at SFU January 2006 - April 2014
Swiss Re July 2010 - April 2011
Standard and Poor's July 2006 - April 2008
Chubb Financial Solutions LLC July 2000 - October 2005
AIG Risk Finance December 1999 - July 2000
Management Sciences, Wells Fargo Bank June 1998 - November 1999
Skills
Risk Management, Fixed Income, Financial Modeling, Valuation, Market Risk, Credit Risk, Quantitative Finance, Derivatives, Capital Markets, Quantitative Analytics, Financial Analysis, Portfolio Management, Structured Finance, Structured Products, Bloomberg, Financial Services, VBA, Finance, Corporate Finance, Financial Markets, Equity Research, Financial Structuring, Credit, Credit Derivatives, Statistical Modeling, Investment Banking, Time Series Analysis, Monte Carlo Simulation, Hedge Funds, Asset Management, Economics
Education
Simon Fraser University 1991 — 1998
MA, PhD, Economics
University of Cape Town 1985 — 1985
Bachelor of Commerce (B.Com.) Hons, Economics
University of Cape Town 1981 — 1984
B.Bus.Sc., Finance
Scott Williford's new york institute of finance Experience January 2000 - January 2005
Job Maxim Group LLC
Industry Capital Markets
Experience
Maxim Group February 2014 - Present
Canaccord Genuity Group Inc. September 2009 - February 2014
H.C. Wainwright October 2006 - August 2009
ADVEST INC September 1993 - October 2006
New York Institute of Finance January 2000 - January 2005
Skills
Negotiation, Business Development, Fixed Income, Asset Management, Investments, Trading, Portfolio Management, Series 7, Capital Markets, Derivatives, Alternative Investments, Financial Modeling, Bloomberg, Series 63, Bonds
Education
Lehigh University - College of Business and Economics 1986 — 1988
MBA, Marketing/Marketing Management, General
Keene State College 1982 — 1986
Bs management, Economics
Maxim Group February 2014 - Present
Canaccord Genuity Group Inc. September 2009 - February 2014
H.C. Wainwright October 2006 - August 2009
ADVEST INC September 1993 - October 2006
New York Institute of Finance January 2000 - January 2005
Skills
Negotiation, Business Development, Fixed Income, Asset Management, Investments, Trading, Portfolio Management, Series 7, Capital Markets, Derivatives, Alternative Investments, Financial Modeling, Bloomberg, Series 63, Bonds
Education
Lehigh University - College of Business and Economics 1986 — 1988
MBA, Marketing/Marketing Management, General
Keene State College 1982 — 1986
Bs management, Economics
Craig Wulff's new york institute of finance Experience 1996 - 2008
Job Vice President, Senior Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
New York Institute of Finance 1996 - 2008
TD Ameritrade 1994 - 2005
Skills
Series 7, Securities, Finance, Series 63, Mutual Funds, Investments, Wealth Management, Financial Services, Equities, Portfolio Management
Education
State University of New York at Albany 1990 — 1993
BA, Economics
Fidelity Investments 2005 - Present
New York Institute of Finance 1996 - 2008
TD Ameritrade 1994 - 2005
Skills
Series 7, Securities, Finance, Series 63, Mutual Funds, Investments, Wealth Management, Financial Services, Equities, Portfolio Management
Education
State University of New York at Albany 1990 — 1993
BA, Economics
Bob Bornstein's new york institute of finance Experience July 2001 - Present
Job Sr. Mgr. at New York Institute of Finance
Industry Education Management
Experience
New York Institute of Finance July 2001 - Present
Avon Products Inc. 1958 - 1991
Avon June 1980 - August 1988
Skills
Organizational..., Marketing Strategy, Marketing Communications, Social Media, Product Development, Performance Management, Staff Development, Organizational..., Cross-functional Team..., Business Development, Marketing, Management Consulting, E-Learning, Social Networking, Blended Learning, Consulting, Risk Management, Public Relations, Event Planning, Event Management, Learning Management...
Education
University of Michigan 1973 — 1973
Manager of Managers, Human Resources Management/Personnel Administration, General
Adelphi University 1954 — 1958
Bachelor of Business Administration (B.B.A.), Accounting, B
New York Institute of Finance July 2001 - Present
Avon Products Inc. 1958 - 1991
Avon June 1980 - August 1988
Skills
Organizational..., Marketing Strategy, Marketing Communications, Social Media, Product Development, Performance Management, Staff Development, Organizational..., Cross-functional Team..., Business Development, Marketing, Management Consulting, E-Learning, Social Networking, Blended Learning, Consulting, Risk Management, Public Relations, Event Planning, Event Management, Learning Management...
Education
University of Michigan 1973 — 1973
Manager of Managers, Human Resources Management/Personnel Administration, General
Adelphi University 1954 — 1958
Bachelor of Business Administration (B.B.A.), Accounting, B
Andrew Root's new york institute of finance Experience May 2012 - October 2013
Job Acquisition Marketing Manager at New York Institute of Finance / Financial Times
Industry Marketing and Advertising
Experience
Financial Times - New York Institute of Finance October 2013 - Present
New York Institute of Finance May 2012 - October 2013
Freelance September 2009 - May 2012
Skills
Writing, Social Media, Spanish, Music Production, Marketing Strategy, Music Theory, Teaching, Social Networking, Event Planning, Copywriting, Event Management, Online Advertising, Branding Initiatives, Online Marketing
Education
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Music
Financial Times - New York Institute of Finance October 2013 - Present
New York Institute of Finance May 2012 - October 2013
Freelance September 2009 - May 2012
Skills
Writing, Social Media, Spanish, Music Production, Marketing Strategy, Music Theory, Teaching, Social Networking, Event Planning, Copywriting, Event Management, Online Advertising, Branding Initiatives, Online Marketing
Education
Hamilton College 2005 — 2009
Bachelor of Arts (B.A.), Music
Karen Franzone's new york institute of finance Experience March 1996 - December 1998
Job Experienced Training Manager with International Financial Background
Industry Education Management
Experience
Vanguard September 2012 - Present
Valley Forge Military Academy & College August 2008 - June 2011
Unionville High School August 2007 - June 2008
Conestoga High School January 2007 - March 2007
Towers Perrin June 1999 - November 2006
New York Institute of Finance March 1996 - December 1998
Price Waterhouse, LLC January 1995 - February 1996
Peace Corps November 1992 - December 1994
SG Warburg December 1990 - November 1992
The First Boston Corporation June 1987 - November 1990
Skills
Project Management, Management, Curriculum Development, Spanish, Russian, Higher Education, Teaching, Tutoring, Curriculum Design, Teachers, Public Speaking, Financial Reporting, Budget, Technology, Website Development, E-Learning
Education
University of Pennsylvania 2003 — 2006
Teaching Certificate, PA Spanish Teacher Certification, 3.5
Fordham University 1990 — 1992
Master of Business Administration (MBA), International Finance, 3.5
SUNY Binghamton 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General, 3.7
Vanguard September 2012 - Present
Valley Forge Military Academy & College August 2008 - June 2011
Unionville High School August 2007 - June 2008
Conestoga High School January 2007 - March 2007
Towers Perrin June 1999 - November 2006
New York Institute of Finance March 1996 - December 1998
Price Waterhouse, LLC January 1995 - February 1996
Peace Corps November 1992 - December 1994
SG Warburg December 1990 - November 1992
The First Boston Corporation June 1987 - November 1990
Skills
Project Management, Management, Curriculum Development, Spanish, Russian, Higher Education, Teaching, Tutoring, Curriculum Design, Teachers, Public Speaking, Financial Reporting, Budget, Technology, Website Development, E-Learning
Education
University of Pennsylvania 2003 — 2006
Teaching Certificate, PA Spanish Teacher Certification, 3.5
Fordham University 1990 — 1992
Master of Business Administration (MBA), International Finance, 3.5
SUNY Binghamton 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General, 3.7
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY