Newbridge Securities
Industry: Company
DescriptionFounded: 2001 Parent organization: Newbridge Financial, Inc. Subsidiary: Chicago Investment Group, Asset Management Arm
Newbridge Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Newbridge Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Newbridge Securities Employees
Ameriprise Financial Services, Inc. June 2013 - Present
Diabetes Research Institue 2012 - 2014
National Asset Management, Inc. January 2009 - May 2013
Gilford Securities January 2008 - January 2009
Newbridge Securities January 2005 - January 2008
Education
Binghamton University - School of Management 1998 — 2001
B.S., Finance
Syosset High School 1995 — 1998
Regents Diploma, Finance, General
FXCM June 2013 - August 2013
Newbridge Securities January 2013 - May 2013
INOVIZ LLC May 2009 - December 2011
Palm Coast Data October 2007 - January 2009
Interactive Research December 2006 - June 2007
Skills
Bilingual, Market Analysis, Statistical Modeling, Invoicing, Financial Statement..., Google Analytics, Financial Forecasting, Budgeting, Inventory Management, HTML, JavaScript, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Powerpoint, Adobe Photoshop, PowerPoint, Access, Budgets, Research
Education
Rutgers, The State University of New Jersey - Rutgers Business School, New Brunswick 2011 — 2014
Bachelor of Science (BS), Finance
Bergen Community College 2009 — 2011
Associate in Science, Professional Studies
Coldwell Banker December 2014 - Present
Oneir Realty of Southwest Florida June 2014 - December 2014
5th Avenue real estate December 2011 - June 2014
Newbridge Securities February 2010 - June 2011
vFinance January 2002 - January 2009
Ladenburg Thalmann 1999 - 2001
Dalton Kent 1998 - 1999
Skills
Business Development, Luxury, High Net Worth..., Real Estate, Selling, Investments, Real Estate Financing, Commercial Real Estate, Financial Markets, Brokerage, Mortgage Lending, Finance, Asset Management, Investment Properties, Portfolio Management, Real Estate Economics, Investment Strategies, Valuation, Refinance, Due Diligence, Property, Financial Structuring, Residential Mortgages, Appraisals, Investors, International Real..., Commercial Mortgages, Real Estate Transactions, Rentals, Real Estate License, Disposition, Real Estate Development, Leases, FHA, Land Acquisition, Apartments, Real Property, REO, Buyers, Referrals, Landlords, Tenant, Townhomes, Seniors, Lease Negotiations, Foreclosures, Corporate Real Estate, 1031 Exchanges, Certified Mortgage..., Home Staging
Education
Northeastern University
Finance
Suffern High School
Fred Alger Management, Inc. March 2015 - Present
Fidelity Investments January 2013 - March 2015
Merrill Lynch May 2011 - January 2013
Newbridge Securities June 2010 - May 2011
Gator Student Investment Fund January 2010 - June 2010
Dave Aronberg for Attorney General November 2009 - June 2010
SGP Music & Entertainment August 2009 - May 2010
The Shpiel (Independent Paper) January 2007 - May 2010
ACCENT Student Speaker's Bureau August 2009 - December 2009
Skills
Social Media, Public Relations, Press Releases, Marketing, Facebook, Blogging, Investments, Portfolio Management, Newsletters, Public Speaking, Options, Politics, Series 7, Microsoft Office, Sales, Due Diligence, Social Media Marketing, Marketing Strategy, Financial Advisory, Microsoft Word
Education
University of Florida 2006 — 2010
Bachelor of Science, Public Relations, Concentration in Political Science
The Walt Disney Company Professional InternThe Walt Disney CompanyJune 2014 - December 2014
University of Florida June 2010 - May 2014
Newbridge Securities May 2013 - August 2013
Deutsche Bank June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Public Speaking
Education
University of Florida 2010 — 2014
Bachelor of Science (B.S.), Finance, General
University of Florida 2010 — 2014
Bachelor of Science in Business Administration, Finance
Millennium Absolute Return Fund, LP December 2012 - Present
Trig Capital Group, LLC February 2012 - Present
Atlas One Financial April 2010 - December 2011
Capital Guardian LLC October 2009 - April 2010
Newbridge Securities April 2008 - December 2009
Wachovia Bank NA May 2006 - April 2008
A.G. Edwards 2004 - 2005
Skills
Series 7, Asset Management, Retirement Planning, Investments, Fixed Income
Education
University of Mary-Hardin Baylor
BS, History
Urbana High School
Sayre School
National Securities November 2012 - Present
Sharpco International, Inc. November 2000 - Present
Newbridge Securities October 2004 - November 2012
Montauk Financial Group November 2000 - June 2004
Skills
Series 24, Series 7, Securities, Series 63, Investment Advisory, Mutual Funds, FINRA, Asset Management, Financial Services, Strategic Financial..., Investment Strategies, Investments, Alternative Investments, Finance, Retirement Planning, Wealth Management, Equities, Asset Allocation, Bonds, Fixed Income, Fixed Annuities, Risk Management, Portfolio Management, Retirement, ETFs, Options, Capital Markets, Financial Markets, Hedge Funds, Bloomberg, 401k, Hold Series 24..., Hold Series 7, General..., Hold Series 63,..., Uniform Combined State..., Asset Managment, Stocks, Equity Trading
Education
DeVry University 1981 — 1984
Saint Peters High School 1977 — 1981
Newbridge Securities October 2014 - Present
Dawson James Securities June 2014 - October 2014
Skills
Strategic Financial..., Series 7, Equities, Financial Planning, Mutual Funds, Portfolio Management, Series 63
Education
Florida Atlantic University 2011 — 2013
Associate of Arts (A.A.), Business/Managerial Economics
Cambre & Associates, LLC March 2014 - Present
Foy & Associates, PC January 2010 - October 2013
Van Wieren Law Firm June 2010 - June 2011
LexisNexis August 2009 - May 2010
Ames & Kent, LLC June 2009 - December 2009
Georgia Trial Lawyer Association 2009 - 2009
DOTmed.com April 2008 - December 2008
Newbridge Securities February 2008 - April 2008
State Attorney's Office, Second Judicial Circuit June 2007 - August 2007
Herold and Haines, P.A. June 2006 - August 2006
Skills
Bankruptcy, Criminal Law, Trials, Personal Injury, Legal Issues, Legal Research, Leadership, Legal Writing, Motions, Negotiation, Mediation, Management, Litigation, Automobile Accidents, Trucking Accidents
Education
John Marshall Law School 2005 — 2010
J.D., Law
Excelsior College 2002 — 2004
B.S., Psychology
Louisiana State University 1997 — 2000
Psychology
Newbridge Securities Senior VP of InvestmentsGreat Eastern SecuritiesSeptember 2005 - March 2007
David Lerner Associates, Inc. September 1992 - September 2005
Self Employed June 1987 - September 1992
Ehrlich Bober & Company May 1981 - June 1987
Skills
Wealth Management, Series 7, Series 63, Alternative Investments, Retirement Planning, Mutual Funds, Fixed Income, Equities, Investments, Securities, Capital Markets, Bonds
Education
Columbia University in the City of New York 1979 — 1981
Master's degree, Finance, General
Amherst College 1974 — 1978
Bachelor's degree, Economics
Newbridge Securities January 2015 - Present
Compliance Consultant January 2012 - January 2015
Newsfile Corporation November 2009 - January 2011
Scotiabank May 2007 - November 2008
BrokerVision Consulting, LLC January 2001 - January 2006
Wolverton Securities Canada / Wolverton USA Ltd January 2000 - January 2001
Raymond James January 1999 - January 2000
Connor, Clark & Lunn Financial Group January 1998 - January 2000
West Palm, Forida February 1998 - February 1999
Paragon Securities January 1996 - January 1998
Skills
SEC compliance, Regulatory Reporting, Compliance, Securities, AML, Internal Controls, Options, Due Diligence, Risk Management, Financial Reporting, Derivatives, Financial Planning, Mentoring, Management Consulting, Strategic Financial..., Trading, Equities, Finance, Portfolio Management, Banking, Fixed Income, Investments, Mutual Funds, Financial Services, Wealth Management, Investment Advisory, Bloomberg, Series 7, Bonds, Management, Financial Analysis, Asset Management, Corporate Finance, Business Development, Business Strategy, FINRA, Capital Markets, Insurance, Private Equity, Negotiation
Education
British Columbia Institute of Technology 1981 — 1982
Business Administration, Marketing
B.C.I.T. 1979 — 1979
Business Administration, Economics, Marketing
Securities Licenses 1979 — 1979
Cushman & Wakefield July 2012 - Present
Newbridge Securities May 2011 - September 2011
Skills
Commercial Real Estate, Real Estate, Investments, Leases, Lease Negotiations, Commercial Real Estate..., Commercial Real Estate..., New Business Development, Establish & Maintain..., Investment Properties, Real Estate Economics, Corporate Real Estate, Negotiation
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, Management, Economics
Aven Financial Group September 2012 - Present
Sevenly July 2015 - Present
Sevenly October 2014 - Present
Aven Cote Torrance LLC November 2013 - Present
Sanctum Brewing September 2012 - Present
Newbridge Securities 2011 - Present
AXA Financial 2004 - 2007
Skills
Estate Planning, Financial Advisory, Series 7, Retirement Planning, Asset Allocation, 401k, Small Business, Finance, Mutual Funds, Saving for Education, Wealth Management, Management, Retirement, Asset Management, Investments, Financial Planning
Education
University of Southern California - Marshall School of Business 2001 — 2004
Finance/Corporate Finance/Business Administration
California State University-Long Beach
Northwestern Mutual January 2012 - Present
Newbridge Securities 2010 - 2011
Chicago Investment Group March 2005 - July 2010
Education
Florida State University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marshall University 1996 — 1998
Associate's degree, Business, Management, Marketing, and Related Support Services
Leaders Investment Club November 2014 - Present
Newbridge Securities August 2014 - September 2015
T3 Trading Group, LLC July 2015 - August 2015
Newbridge Securities August 2014 - May 2015
Howie T's Burger Bar November 2012 - July 2013
Skills
Investment Banking, Macroeconomics, Stock Market Analysis, Economics, PowerPoint, English, Microsoft Word, Windows, Photoshop, Microsoft Office, Business Analysis, French, Customer Satisfaction, Financial Accounting, Business Planning, Social Networking, Market Research, Microsoft Excel, Entrepreneurship, Series 7, Microeconomics, Series 63, Financial Analysis
Education
Barry University 2014 — 2018
Finance
Rabbi Alexander S Gross Hebrew Academy 2013 — 2014
high school diploma
Tanenbaum CHAT 2011 — 2013
mini-Mutual Funds (by Daniel T. Cook & Partners LLC) September 2010 - Present
Newbridge Securities August 2009 - September 2010
Skills
Private Investment..., Perfecting the..., Motley Fool Contributor, Writing, Technical Analysis, Equity Valuation, Crowdfunding, Building mini-Mutual..., Investments, Portfolio Management, Mutual Funds, Securities
Education
University of Central Florida - College of Business Administration 2008 — 2010
December 2010, Finance
Securevest Financial Group September 2014 - Present
Newbridge Securities September 2006 - September 2014
JVB Financial Group May 2001 - September 2006
JVB Financial Group, LLC May 2001 - September 2006
Skills
Fixed Income, Trading, Structured Products, Bonds, Mortgage, Series 7, Bloomberg, MBS, Fixed Income Products, Investments, Fixed Income Trading, Series 24, Series 27, Series 53, Series 63, Series 99, Capital Markets, Securities, Mortgage Lending, Portfolio Management, Options, Alternative Investments, Banking, Wealth Management, Hedge Funds, FINRA, Asset Managment, Financial Markets, Equities, Investment Banking
Education
Florida State University 1973 — 1977
Bachelor of Science, Statistics and Mathematics
Florida State University 1973 — 1977
BS, Statistics
Auburn University 1972 — 1973
Bachelor of Science (B.S.), Mathematical Statistics and Probability
Deerfield Beach High School 1970 — 1972
Pompano Beach High School 1969 — 1970
Newbridge Securities July 2010 - Present
Polish American Chamber of Commerce Chicago 1999 - 2014
Chicago Investment Group January 2000 - July 2010
Mills Financial Services September 1996 - December 1999
Skills
series 4, Series 7, Series 24, Series 63, Series 65, Fixed Income, Investments, Bonds, Fixed Income Strategies, Life & Health Insurance..., Retirement Planning, Mutual Funds, Variable Annuities, Securities, Stock Trading, Options, Capital Markets, Central Europe, Problem Solving, Commodity Markets, Asset Managment, Customer Service, Microsoft Office, Risk Management, Compliance, Asset Management, Asset Allocation, Wealth Management, Trading, FINRA, Alternative Investments, Investment Strategies, 401k, 401k Rollovers, Equities, Bloomberg, Financial Services, Financial Advisory, ETFs, Hedge Funds, Financial Markets, Investment Management, Strategic Financial..., Fixed Annuities, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
California State University-Sacramento 1992 — 1996
Bachelor of Arts (BA), Economics
rio americano high school 1991 — 1992
PRUS High School 1988 — 1991
Merchant Processing Solutions, Inc February 2006 - Present
Merchant Processing Solutions February 2006 - Present
Direct Technology Innovations January 2002 - February 2006
Newbridge Securities January 2001 - June 2001
Skills
Programming, Incentive Programs, Wireless Solutions, Non-profits, E-commerce, PCI DSS, Competitive Analysis, Gateway, Wireless, POS, Merchant Services, Credit Card Processing, Agents, Payments, Portfolio Management, Customer Relations, Small Business, Entrepreneur, E-Marketing Programs, Entrepreneurship, Capital Funding Programs, Program Management, Web Marketing, Capital Budgeting, Credit Cards, Customer Service, Payment Card Processing, EBPP, Debit Cards, Electronic Payments, Account Management, Management, CRM, Payment Gateways, Payment Systems, Acquiring, ACH, E-payments, Mobile Payments, Gift Cards, Nonprofits, Executive Management, Mobile Commerce, Strategic Partnerships, Customer Retention, Training, Sales, Customer Acquisition, Start-ups, Marketing
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
Fordham University 1998 — 2001
BS, International Business
MVHS 1990 — 1993
High School, High School
R.M.Stark&Co.Inc. January 2015 - Present
Ambit Energy December 2014 - Present
Jill McDermott Memorial Fund Inc. July 2010 - Present
HarmacLife June 1995 - Present
Newbridge Securities September 2009 - January 2015
Vemma Nutrition Company March 2007 - December 2014
Harmac/Paulson May 1995 - September 2009
Skills
Financial Services, Fundraising, Accounting, Term Life Insurance, Investment Banking, Social Networking, Fixed Annuities, Finance, Nonprofits, Wealth, Estate Planning, Retirement Planning, Strategic Planning, Insurance, Investments, Mergers & Acquisitions, Life Insurance, Asset Management, Negotiation, Team Building, Mutual Funds, New Business Development, Networking, Start-ups, 401k, Marketing Strategy, Venture Capital, Business Strategy, Time Management, Risk Management, Equities, Marketing, Management, Budgets, Business Planning, Sales Management, Private Equity, Non-profits, Public Speaking, Project Planning, Social Media Marketing, Bonds, Portfolio Management, Entrepreneurship, Employee Benefits, Securities, Private Placements, IPO, Financial Advisory, Small Business
Education
State University of New York College at Brockport 1979 — 1981
HRC Fund Associates, LLC Member FINRA/SIPC May 2014 - Present
Newbridge Securities June 2013 - June 2014
Skills
Microsoft Office, Microsoft Excel, Series 7, Series 63, Investments, Mutual Funds, Corporate Finance, Asset Management, Lead Generation, Securities, Financial Advisory, Alternative Investments, FINRA, Financial Services, Equities, Fixed Income
Education
Skidmore College 2009 — 2013
Bachelor of Arts (B.A.), Business Management and Economics, Cum GPA 3.3 Major GPA 3.61
Chaminade High School 2005 — 2009
Newbridge Securities 2010 - December 2014
Chicago Investment Group 2008 - 2010
MCLAUGHLIN, PIVEN, VOGEL SECURITIES 2007 - 2007
Ryan Beck and Company/Stifel Nicolaus 2004 - 2007
Lind-Waldock 1997 - 2001
Skills
Equities, Fixed Income, Bonds, Series 7, Financial Services, Investments, Securities, Series 63, Wealth Management, Trading, Asset Allocation, Retirement Planning, Asset Management, FINRA, Finance, Private Equity, Portfolio Management, Alternative Investments, Investment Advisory, Account Management, Options, CRM, Customer Relations, Client Service, Maintaining Strong..., Building Client..., Bloomberg, Resolving Issues, Client Follow-up
Education
Bradley University
BA, Political Science
Newbridge Securities July 2010 - Present
Newbridge Securities Corp. 2010 - 2014
Skills
Investments, Wealth Management, Series 7, Asset Management, Retirement Planning, Strategic Financial...
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1969
M. S., Finance and Accounting
Arizona State University - W. P. Carey School of Business 1960 — 1964
B..S., Business and Accounting
INTL FCStone Inc. June 2015 - Present
Newbridge Securities March 2009 - May 2015
Wachovia, A Wells Fargo Company 2007 - 2009
A.G. Edwards & Sons, Inc. 2002 - 2007
Skills
Series 7, Fixed Income, Securities, Trading, Municipalities, Bonds, Bloomberg
Education
University of Missouri-Columbia
Bachelor's degree, Business / Finance
Truman State University
Bank of Texas, BOSC, Inc. April 2011 - Present
Newbridge Securities January 2006 - April 2011
WACHOVIA SECURITIES December 2002 - December 2006
Newell Rubbermaid January 2001 - January 2002
Skills
Asset Management, Accounting, Budgets, Business Strategy, Finance, Financial Analysis, Investments, Leadership, Management, Marketing, New Business Development, Portfolio Management, Sales, Series 63, Series 7, Strategic Planning, Strategy, Team Management, Wealth Management, Training
Education
The University of Kansas 1997 — 2001
BS, Communications
Newbridge Securities February 2013 - January 2014
Securities Research Company May 2012 - August 2012
Red Mango June 2011 - August 2011
Keyah enterprises June 2010 - August 2010
Skills
•Computer: Proficient..., Language: Literate in...
Education
Rollins College 2008 — 2012
Bachelor's degree, Economics
Berkshire School 2004 — 2008
High School
INTECH Investment Management LLC (a Janus Capital Group Company) April 2011 - Present
Newbridge Securities March 2009 - April 2010
Hansberger Global Investors, Inc. May 2007 - January 2009
Trader Monthly March 2007 - May 2007
John W. Henry & Company, Inc. 2003 - 2007
Call Street August 2002 - February 2003
Skills
Client Services, Client Issue Resolution, Custom Reporting..., Oral & Written..., Time Management, Cross-functional Team..., Analysis, Project Management, Client Requirements, Performance Attribution, Performance Commentary, Business Development, Marketing, Strategic Planning, Onboarding, CRM, Investment Management..., Asset Management, Equities, CTAs, Seperate Accounts, Private Placements, Commingled Accounts, Mutual Funds, Trading, News Anchoring, Radio Broadcasting, Online Journalism, Copy Editing, Investments
Education
University of Florida
B.A., Communications -- Broadcast News
University of Florida - Warrington College of Business Administration
MBA, Management
Marks & Associates February 1986 - Present
Lanny K. Marks & Associates, Inc. February 1986 - Present
Newbridge Securities November 2003 - November 2014
Skills
Fundraising, Event Planning, Insurance, Event Management, Marketing, Budgets, Contract Negotiation, Marketing Strategy, Public Speaking, Non-profits, Negotiation, Strategic Planning, Team Building, Business Development, Customer Service, Account Management, New Business Development, Social Media, Marketing Communications, Litigation, Personal Financial..., Microsoft Excel, Nonprofits, Leadership Development, Leadership, Finance, Portfolio Management, Retirement Planning, Series 7, Estate Planning, Investments, Financial Planners, Small Business, Securities, Series 63, Wealth Management, Strategic Financial..., Investment Advisory, Retirement, Fixed Annuities, Wealth, Asset Allocation, Financial Planning
Education
Tulane University 1979 — 1983
BSM
Tulane University - A.B. Freeman School of Business 1979 — 1983
BSM, Accounting
Nova
Prudential Investments February 2013 - Present
Prudential Investments March 2012 - February 2013
Prudential Financial August 2010 - February 2012
Newbridge Securities March 2010 - July 2010
JP Morgan Chase January 2007 - March 2010
New York Times Digital September 2005 - January 2007
RadioShack August 2000 - November 2004
Skills
Mutual Funds, Wealth Management, Equities, Retirement Planning, Fixed Income, Investments, Management, Alternative Investments, Asset Allocation, Fixed Annuities, Series 7, Leadership, Asset Management, Retirement, Securities, Portfolio Management, Strategic Financial..., Finance, Hedge Funds
Education
Hofstra University 2001 — 2006
BBA, Finance, Accounting, English
Erasmus University Rotterdam 2005 — 2005
International Finance
Self Employed Internet Marketing August 2012 - Present
Newbridge Securities April 2010 - August 2012
GunnAllen Financial July 2009 - March 2010
Smith Barney February 2006 - June 2009
BankAtlantic February 2005 - January 2006
BankUnited June 2004 - February 2005
BankAtlantic May 2003 - May 2004
AXA Advisors January 2002 - May 2003
Prudential Securities November 1999 - November 2001
Executive Data Systems March 1999 - November 1999
Skills
Investments, Strategic Financial..., Insurance, Sales, Email Marketing, Finance, Public Speaking, Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Investment Strategies, Securities, Portfolio Management, Wealth, Asset Allocation, Asset Management, Fixed Annuities, Retirement, Investment Advisory, Equities, Alternative Investments, Financial Services, Bonds, 401k, Financial Planning
Education
Georgia Institute of Technology 1970 — 1972
Electrical and Electronics Engineering
F. T. Wills High School 1967 — 1970
HS Diploma, Academics
Florida Department of Children and Families November 2014 - Present
Gator's Dockside September 2004 - November 2014
Boston Culinary Group August 2007 - 2009
Newbridge Securities May 2004 - June 2004
Bluegreen March 2004 - April 2004
Skills
Restaurants, Customer Service, Inventory Management, Promotions, Microsoft Office, Problem Solving, Banquets, Food & Beverage, Hospitality, Special Events, Food Service, PowerPoint, Psychology, Time Management
Education
University of Central Florida 2003 — 2007
Bachelors, Psychology
u
Lafayette Investments, Inc. June 2012 - Present
Newbridge Securities October 2010 - April 2012
Preferred Pension Planning Corporation September 2007 - August 2010
Skills
Mutual Funds, Investments, Insurance, 401k, Securities, Financial Services, Customer Service, Accounting, Pensions, Alternative Investments, Financial Markets, Employee Benefits, Microsoft Office, Microsoft Excel, Process Improvement, Brokers, FINRA, Retirement Planning, Investment Banking, Finance
Education
Kean University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Planet Data Solutions April 2012 - Present
Ricoh Americas Corporation 2006 - 2011
Newbridge Securities September 2003 - December 2006
Skills
Litigation Support, Records Management, Account Management, Business Development, Document Management, Sales Management, Sales, Project Management, Contract Negotiation, Legal Assistance, New Business Development, Microsoft Excel, Management, Consulting, SaaS, Operations Management, Salesforce.com, Document Review, Strategy, Selling, Negotiation, Outsourcing, Process Improvement
Education
Stockton University 1999 — 2003
BA, Psychology
LPL Financial June 2012 - Present
Merrill Lynch 2011 - 2012
Newbridge Securities 2006 - 2011
Skills
Portfolio Management, Wealth Management, Alternative Investments, Qualified Retirement..., Retirement Planning, Variable Annuities, Investment Advisory, Asset Managment, Asset Allocation, Multi-generational..., Estate Planning, Strategic Financial..., 401k Rollovers, Licensed Life & Health..., Long Term Care Insurance, Retirement, Wealth, Insurance, Investment Management, Finance, Series 7, Series 63, Series 66
Education
Baruch College 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Independent Financial Advisor June 2013 - Present
Harvard Risk Management October 2011 - April 2013
Newbridge Securities July 2010 - November 2012
Chicago Investment Group 2006 - 2010
H&R Block Financial 2001 - 2006
Olde Discount Stockbrokers 1993 - 2001
Wonderlic Personnel Test Inc. 1988 - 1993
Skills
Series 7, Investments, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Equities, Risk Management, Asset Allocation, Series 65, Sales Management, Inside Sales, Disability Insurance, Team Building, Research, Alternative Investments, Social Media Marketing, Fundraising, Sales Training, 401k Rollovers, Wordpress, Social Media, Sales Process, ACT CRM, Communication, LinkedIn, Selling, Inspection, Sales Specialist, Life Insurance, Health Insurance, Accidental Death..., Annuities, Term Life Insurance, Financial Services, Fixed Annuities, Bonds, Mutual Funds, Asset Management, FINRA, Securities, 401k, Investment Advisory, Investment Strategies, Private Equity, Sales
Education
Illinois State University 1976 — 1980
BA, Political Science
DePaul University
Financial Planning and Services
Gartner September 2013 - Present
ABR Investment Strategy December 2012 - September 2013
Three Part Advisors March 2012 - December 2012
Noble Financial Group April 2010 - April 2012
Newbridge Securities August 2009 - January 2010
Stanford Group Company May 2004 - March 2009
Kaufman Brothers April 2003 - May 2004
SoundView Technology Group May 1998 - November 2002
MetLife July 1985 - May 1998
Skills
Equities, Software Industry, Equity Research, Research, Budgeting, Institutional, Stocks, Valuation, Series 7, Financial Analysis, Investments, Financial Modeling, IPO, Capital Markets, Stock Picking, Contract Negotiation, Due Diligence, Bloomberg, Investor Relations, Hedge Funds, Corporate Finance, Alternative Investments, Trading, Strategy, Investment Banking, Mutual Funds, Mergers & Acquisitions, Financial Services, Budgets, Analysis, Corporate Development, Securities, Investment Management, Finance, Private Equity
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
New York University 1984 — 1986
Diploma
Binghamton University 1975 — 1979
BA
John Adams
Merrill Lynch September 2011 - Present
JPMorgan Chase & Co. December 2009 - August 2011
Newbridge Securities May 2009 - August 2009
Skills
Mutual Funds, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, Series 7, Uniform Combined State..., Insurance, Equities, Finance, Securities, Wealth Management, Financial Planning, Valuation, Asset Allocation, Asset Management, Management, Corporate Finance
Education
Florida International University - College of Business 2013 — 2014
Master of Science, Finance
Florida International University - College of Business Administration 2008 — 2009
B.Ba, Finance
University of Miami - School of Business 2001 — 2004
None, Finance
Palm Bay High School 1996 — 1999
Diploma, General Studies
Newbridge Securities May 2015 - Present
Merrick Dodge Chrysler Jeep of Wantagh May 2008 - May 2015
J.D Nicholas & Associates June 2014 - October 2014
Farmingdale Youth Football Camp 2009 - 2010
Skills
Sales, Organization, Team Leadership, Phone Etiquette, Communication, Finance, auto insurance, Marketing, Time Management, Teamwork, Sales Management, Microsoft Word, Purchasing, Customer Service, Computer skills, Financial Services, Financial Markets, Customer Relations, Wholesale Purchasing, Wholesale
Education
Adelphi University 2012 — 2014
Bachelor’s Degree, Marketing
Penn State University 2009 — 2011
Communication and Media Studies/Minor in Business
Capital Economics September 2015 - Present
Newbridge securities June 2015 - Present
PMC Capital LLC May 2012 - June 2015
Skills
Hold series 7 & 63..., Fixed Income, Investments, Wealth Management, Financial Analysis, Sales, Series 7, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Management
Education
Binghamton University 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics/ Concentration in Finance
Boston Public Schools September 2014 - June 2015
Massachusetts Society for the Prevention of Cruelty to Children (MSPCC) July 2012 - August 2014
Boston Public Schools January 2013 - June 2014
Boston Public Schools November 2013 - December 2013
Boston Public Schools April 2012 - June 2013
Newbridge Securities December 2010 - September 2011
Playworks August 2006 - June 2010
Skills
Nonprofits, Community Outreach, Teaching, Youth Development, Fundraising, Volunteer Management, Editing, Public Speaking, Event Planning, Curriculum Design, Microsoft Office, Program Development, Social Media, Non-profits, Writing, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Customer Service, Research, Curriculum Development, Tutoring, Classroom, Lesson Planning, Budget, Entrepreneur, Leadership, Blogging, Educational Technology, Coaching, Special Education, Classroom Management, Social Networking, Community Development, Student Affairs, Policy Analysis, Career Counseling, Instructional Design, Creative Writing, Resume Writing, Workshop Facilitation, Conflict Resolution, Newsletters, Policy, E-Learning, Community Organizing, Elementary Education, Student Development
Education
Northeastern University 2013 — 2015
Master's degree, Education Learning and Instruction
Wheeling Jesuit University 2002 — 2006
BA, History
Millennium Partners May 2014 - Present
SLPowers November 2013 - May 2014
Newbridge Securities August 2012 - November 2013
Microsoft January 2011 - August 2012
Skills
Virtualization, Cloud Computing, VMware, Citrix, AWS, Microsoft, Azure, Rackspace, Office365, DELL, HP, CISCO, Windows, Linux, VDI, XenServer/XenDesktop/Xen..., PaaS, GFI, ESXI/vSphere/HorizonView, Hyper-V/RDS/SCCM, RSA, Barracuda, BCP/DRP/ROI/RTO/RPO, Change Management, SaaS, IaaS, Policies & Procedures, DNS/DHCP/AD/FTP/ADFS/KMS..., VLAN/WAN/LAN/VPN/NLB/ISC..., IDRAC/OMSA/ILO, Exchange, PowerShell, PowerCLI, HTML, Symantec, Kaspersky, TrendMicro, McAfee, Vipre, Avaya, ShoreTel, Wyse, Powershell, Cisco Technologies, Troubleshooting, VMware ESX, Windows XP, SharePoint
Education
WatchGuard 2014 — 2014
WCSP-XTM, Firewall WatchGuard, Certification
Microsoft 2011 — 2012
MCITP- MCSE, Information Technology, Certification
ITT Technical Institute-Fort Lauderdale 2008 — 2010
Associate's degree, Computer Network System
AutoNation 2015 - Present
Primary Residential Mortgage December 2014 - January 2015
Newbridge Securities May 2014 - July 2014
Capital Source Funding May 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Research, Teamwork, Leadership, Team Leadership, Time Management, Event Planning, Financial Analysis, Coaching, Strategic Planning, Haitian Creole, Finance, Investments, Sales
Education
Bryant University 2011 — 2015
Bachelor of Science, Business Administration; Finance
Pope John Paul II High School 2008 — 2011
Newbridge Securities June 2014 - Present
Skills
Commodities Trader, International Sales, Export-Director, Stock Broker
Education
Pace University 1996 — 1999
Bachelor of Science (BS)
Newbridge Securities February 2008 - Present
Chicago Investment Group 2004 - 2008
Ladenburg Thalmann 2001 - 2004
Keller Williams 1998 - 2001
Savin your Health 1993 - 1997
Skills
Finance, Investments, Financial Planning, Mutual Funds, Equities, Wealth Management, Fixed Income, Financial Advisory, Retirement Planning, Alternative Investments, Insurance, Retirement, Securities, Investment Strategies
Education
City University of New York-College of Staten Island
Biology/Biological Sciences, General
Newbridge Securities May 2015 - Present
Pi Kappa Alpha International Fraternity November 2014 - Present
Stetson University August 2012 - Present
Stetson University Varsity Football Team August 2012 - Present
MacNeill Group, Inc. July 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Stetson University 2012 — 2016
Bachelor's Degree, Accounting, Jounior
Saint Thomas Aquinas High School 2008 — 2012
Robert Half Technology September 2014 - Present
Coast Supply November 2012 - September 2014
PCS November 2008 - May 2012
Newbridge Securities August 2006 - October 2007
Skills
Public Speaking, Technical Recruiting, Management, Sales, Recruiting, Temporary Placement, Talent Acquisition, Leadership, Customer Service, Team Building, Teaching, Training, Human Resources, Staffing Services
Education
LIU Post
Finance, General
Liberty University
Bachelor of Science (B.S.), Multi-/Interdisciplinary Studies: Business Management
Liberty University
Master of Arts (M.A.)
Nova Southeastern University July 2014 - Present
Value Advisors, LLC 2006 - December 2013
Robin R. Hirschman, Esq P.A August 1990 - 2006
Newbridge Securities January 2002 - 2004
Skills
Public Speaking, Contract Negotiation, Nonprofits, Strategic Planning, Fundraising, Negotiation, Social Media, Leadership, Public Relations, Event Planning, Corporate Governance, Management, Small Business, Research, Customer Service, Policy, Event Management, Community Outreach, Team Building, Compliance, Organization, Non-profit Board...
Education
Nova Southeastern University—Shepard Broad Law Center 1989 — 1991
Doctor of Law (J.D.)
Florida Atlantic University 1982 — 1986
BSN, Nursing
Dale Carnegie
Pubic Speaking, How to win friends and influence people
Turnkey Publishers, Inc. March 1984 - Present
Newbridge Securities March 2001 - July 2012
Joseph Charles & Associates, Inc. 1992 - 2000
J.W. Gant & Associates, Inc. 1985 - 1991
S.E.E., Inc. 1981 - 1985
Skills
Series 7, Investments, Equities, Series 63, Securities, Retirement Planning, Trading, Fixed Income, Asset Allocation, Capital Markets, Wealth Management, Investment Advisory, Alternative Investments, Asset Managment, Bonds, Mutual Funds, Finance, Investment Strategies, Strategic Financial..., Insurance, Portfolio Management, Series 24, Investment Banking, FINRA, Asset Management, Financial Markets, Financial Advisory, Options, Hedge Funds, Fixed Annuities
Education
Indiana University Bloomington 1962 — 1968
Marketing/Marketing Management
Siemens May 2015 - July 2015
Siemens Energy May 2014 - August 2014
University of Florida August 2013 - May 2014
Newbridge Securities June 2013 - August 2013
Skills
Team Leadership, Oral & Written..., Dependable Team Player, Microsoft Office, Time Management, Resourceful..., Social Media, Initiator, Organization, SAP, Business Analysis
Education
University of Florida 2012 — 2015
Bachelor of Science (BS), Accounting
Newbridge Securities January 2004 - Present
Sensormatic Electronics Corporation September 1986 - July 1996
Skills
CPA, Hold Series 7, Hold Series 24, Hold Series 27, Financial Analysis, Portfolio Management, Finance, Investments, Private Equity, Risk Management, Asset Management, Financial Planning, Insurance, Equities, Due Diligence, Securities
Education
Florida Atlantic University
Master of Business Administration (MBA), Accounting
Source4Teachers/MissionOne May 2014 - Present
Source4Teachers/MissionOne November 2012 - Present
Newbridge Securities January 2009 - November 2012
Skills
Applicant Tracking...
Education
Rutgers University – Camden 2008 — 2009
Certificate in Human Resource Management
Thomas Edison State College 1994 — 1998
Fiserv 2015 - Present
Omgeo,LLC A DTCC I Thomson Reuters Company 2012 - 2013
JPMorgan 2008 - July 2012
Bear Stearns 2006 - July 2008
Bank of New York Mellon 2000 - August 2006
Pershing 2003 - 2006
Cowen & Company 1988 - May 2000
Newbridge Securities 1986 - 1988
Wall Street Clearing Company 1984 - September 1986
EF Hutton & Co. 1982 - September 1984
Skills
Equities, Series 7, Securities, Series 24, Series 63, series 27, Alternative Investments, Asset Management, Asset Managment, Back Office, CRM, Fixed Income, Hedge Funds, Investment Banking, Trading Systems, Management, Prime Brokerage, Capital Markets, Electronic Trading, FINRA, Mutual Funds, Investments, Options, Derivatives, Financial Markets, Bloomberg, Financial Services, Settlement, Trading, Relationship Management, Risk Management, Equity Trading, Middle Office, Equity Research, Trading Strategies, Wealth Management, Equity Derivatives
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's degree, Economics & Finance
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
IBM April 2011 - Present
Newbridge Securities April 2009 - April 2011
Weichert Realtors January 2004 - August 2008
Skills
Selling, Direct Sales, B2B Integration, Customer Relations, Account Management, Web Design, Commercial Litigation, Executive Management, Deal Execution, Professional Mentoring, Team Leadership, Closing Deals, Strategic Prospecting, Successful Business..., Entrepreneurship, Finance, Team Building, Mentoring New Hires, B2B, Enterprise Software, Customer Service, Marketing, Deal Closure, Business Intelligence, CRM, Sales, Cloud Computing, Management, SaaS, Solution Selling, Professional Services
Education
Drexel University - College of Business and Administration 2004 — 2007
BS, Finance, Business Law
Drexel University - College of Business and Administration
Bachelor of Science in Business Administration, Finance and Business Law
Linium Resources May 2015 - Present
Broadridge Financial Solutions January 2011 - March 2013
Nomura Securities International January 2005 - November 2010
ING Financial Markets LLC May 1997 - December 2004
Newbridge Securities April 1993 - May 1997
Oppenheimer & Company April 1987 - April 1993
The Bank of NewYork November 1986 - April 1987
Skills
Securities, Account Reconciliation, Equities, Back Office, Financial Risk, Outsourcing, Internal Controls, Finance, Internal Audit, Prime Brokerage, Software Documentation, Fixed Income, Settlement, Management, Business Analysis, Middle Office, Business Requirements, Capital Markets, Derivatives
Education
St. John's University 1981 — 1985
Bachelor's degree, Political Science and Government
Saint John's University
Bachelors of Arts, Political Science
Farmers Insurance November 2012 - Present
Chase Investment Services Corp. August 2010 - October 2011
Newbridge Securities June 2006 - July 2010
Montauk Financial Group April 2002 - June 2006
Skills
Banking, Financial Analysis, Credit, Financial Markets, Strategic Planning, Customer Service, Account Management, Commercial Lending, New Business Development, Microsoft Office, Budgets, Negotiation, Sales, Business Development, Marketing Strategy, Salesforce.com, Recruiting, Direct Sales, Risk Management, Finance, Insurance, Management, Life Insurance, Financial Services
Education
John Jay College of Criminal Justice 1999 — 2001
Criminal Justice/Police Science
Buffalo State College 1993 — 1996
Business/Managerial Economics
Newbridge Securities April 2011 - March 2012
Oppenheimer and Co, Inc. February 2005 - June 2009
Janney Montgomery Scott January 2000 - February 2005
Skills
excellent communication..., Investments, Retirement Planning, Insurance, Investment Advisory, Annuities, stocks, Bonds, Mutual Funds, reits, mlps, Fixed Annuities, Finance, Financial Services, Retirement, Series 7, Wealth Management
Education
University of Florida 1972 — 1976
A.A&A.S.-Business Adminastration, Liberal Arts;then Business Adminastration
Livingston High School 1967 — 1971
High School Daploma
Newbridge Securities April 2014 - Present
Millicorp May 2013 - December 2013
Port Royal Financial, LLC December 2011 - December 2012
Gradient Securities March 2010 - December 2011
CastlestreamRecruiting.com March 2009 - March 2010
Ameriprise Financial May 2007 - March 2009
Kevin Nashbar, P.A. January 2005 - December 2006
Wachovia Securities 2003 - 2005
A.G. Edwards & Sons, Inc. 2001 - 2003
Bike Nashbar 1996 - 2000
Skills
Finance, Financial Planning, Financial Services, Insurance, Investments, Portfolio Management, Securities, Series 7, Wealth Management, Alternative Investments, Leadership, Management, Mutual Funds, Banking, Fixed Annuities, Asset Management, Investment Properties
Education
College for Financial Planning 2001 — 2001
AAMS®
University of South Florida 1990 — 1993
BS, Finance
Lehigh University - College of Business and Economics 1988 — 1990
Paulson Investments Co March 2015 - Present
Spartan Capital Securities, LLC August 2014 - February 2015
Newbridge Securities October 2013 - March 2014
Skills
Financial Advisory, Finance, Securities, Bond Markets, Sales, Stock Trading, Customer Service, Series 7, Series 63, Options Strategies, Wealth Management, Risk Management, Investments, Venture Capital, Private Equity, Financial Planning
Education
St. John's University
Bachelor's degree, Business Administration and Management, General, Magna Cum Laude
National Securities June 2012 - Present
Newbridge Securities August 2006 - May 2010
Great Eastern Securities 2004 - 2006
Skills
Series 7, Series 63, Securities, Equities, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Investment Strategies, Bonds, ETFs, Due Diligence, Risk Management, Stocks, Leadership, Strategic Planning, Sales, Investments
Education
Brooklyn Technical High School
City University of New York-College of Staten Island
HR Connect Employment Solutions December 2013 - Present
DoGoodBuyUs September 2013 - May 2014
Newbridge Securities January 2011 - July 2011
MBF Clearing Corp June 2009 - August 2009
NYMEX May 2008 - August 2008
Skills
Investments, Bloomberg, Financial Analysis, Human Resources, Photoshop, Operations Management, Problem Solving, E-commerce, Microsoft Excel, Financial Modeling, Equities, Asset Managment, Finance, Accounting, Series 7, Trading Strategies, XBRL, Thinking Outside The Box
Education
Indiana University - Kelley School of Business 2005 — 2010
Bachelor of Science (B.S.) in Business, Accounting/Finance/Operations Management
Dawson James Securities November 2012 - Present
Buckman Buckman & Reid May 2009 - December 2012
Newbridge Securities January 2004 - May 2009
Sterling Financial Investment Group 1998 - 2004
Skills
Private Placements, Investment Banking, Investments, Series 7, Capital Markets, Equities, Securities, Corporate Finance, IPO, Venture Capital, Private Equity, Hedge Funds, Valuation, Mergers & Acquisitions, Banking, Investor Relations, Mergers
Education
Anderson University 1977 — 1981
BA, AC, BA & ECON
Ball State University
MBA Accounting
Newbridge Securities January 2011 - December 2011
Pershing Trading Services September 2009 - December 2010
Pershing BNY/Mellon September 2009 - December 2010
Pershing, LLC 2009 - 2010
Ibis Financial Group April 2009 - September 2009
JVB Financial Group, LLC May 2006 - June 2008
J.V.B. Financial Group 2006 - 2008
LaSalle Bank 1996 - 2006
William R. Hough January 1990 - January 1991
Bear Stearns September 1985 - September 1989
Skills
Fixed Income, Series 7, Securities, Portfolio Management, Trading, MBS, Series 24, Series 63, Bonds, Finance, Alternative Investments, Structured Products, Hedging, Valuation, Capital Markets, Hedge Funds, Mutual Funds, Asset Management, Equities, Wealth Management, Bloomberg, Investments, FINRA
Education
Maharishi University of Management 1974 — 1979
BA, Philosophy
Salisbury University 1976 — 1977
Trigonomitry
Oppenheimer & Co. Inc. March 2014 - Present
Newbridge Securities May 2005 - March 2014
Prudential / Wachovia Securities July 2000 - May 2005
Paine Webber November 1997 - July 2000
Education
Emory University - Goizueta Business School 1986 — 1989
Finance, Business
Penn State 1985 — 1986
Business
Coronal Municipal Energy Services March 2014 - Present
Global Investment Renewable June 2013 - Present
Rockwell Global Capital June 2011 - December 2012
Newbridge Securities November 2010 - June 2011
Midtown Partners November 2009 - November 2010
H.C. Wainwright October 2006 - October 2008
Equifax Marketing Services 2002 - 2005
24/7 Real Media 2000 - 2002
New York Jets June 1997 - March 2000
Skills
Investment Banking, Capital Markets, Series 7, Equities, Due Diligence, Negotiation, Customer Relations, Financial Modeling, Analysis, IPO, Financial Analysis, Valuation, Finance, Private Equity, Investments, Customer Service, Mergers & Acquisitions, Asset Management, Portfolio Management, Fixed Income, Venture Capital, Business Development, Private Placements, Hedge Funds, Corporate Finance, Capital, Emerging Markets, Investor Relations, Alternative Investments
Education
Providence College 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Manhasset
T3 Trading Group, LLC February 2015 - Present
Newbridge Securities 2007 - February 2015
Capital Growth Financial 2003 - 2007
Fahnestock & Company / Prime Charter Ltd. 1998 - 2003
GKN Securities 1994 - 1998
Skills
Asset Allocation, Wealth Management, Retirement Planning, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Securities, Alternative Investments, Investments, Retirement, Financial Advisory, Equities, Fixed Income, Portfolio Management, Asset Management, Strategic Financial..., FINRA, Bonds, Wealth, IPO
Education
Florida Atlantic University
Bachelor's Degree
Newbridge Securities April 2008 - Present
Cotecna Inspection Inc. June 2003 - April 2008
Skills
A+, vSphere, VMware, Cisco Technologies, Strategic Planning, Microsoft Office, Asset Managment, Negotiation, Budgets, Customer Service, SharePoint, Team Leadership, New Business Development, Equities, Spanish, Iso 9000, Business Strategy, Financial Analysis, Trading, Investments, Social Media, Team Building, Fixed Income, International Trade, Risk Management, Asset Management, Analysis, Wealth Management, Securities, Bonds, VMware ESX, VMware vSphere
Education
Broward College 2000 — 2003
Westgate Resorts May 2012 - Present
Multimedia USA August 2011 - January 2012
KELLOGG January 2011 - August 2011
CenturyLink January 2010 - January 2011
Telemundo January 2007 - January 2009
Hillshire Brands January 2005 - January 2007
Newbridge Securities August 2006 - December 2006
El Nuevo Dia January 2003 - January 2004
El Nuevo Dia 2003 - 2004
UNIVISION HOLDINGS, Univision & Telefutura Network January 2001 - January 2003
Skills
Microsoft Office, Account Management, Customer Service, Cold Calling, Social Media, Social Networking, Public Speaking, Online Advertising, Public Relations, Social Media Marketing, Creative Direction, Strategic Planning, Corporate Communications, Marketing, Digital Media, Press Releases, Media, Advertising Sales, Management, CRM
Education
Bachelor Business 1982 — 1987
Bachelor of Applied Science (BASc), Business Administration and Management, General
Universidad Metropolitana
Bachelor of Arts, Business Administration
Vulture Properties LLC August 2011 - Present
South Florida Golf Club May 2010 - Present
Newbridge Securities December 2008 - June 2010
LaSalle St. Securities October 2005 - December 2008
Skills
Series 7, Alternative Investments, Investments, Equities, IPO, Series 24
Education
Broward Community College 1999 — 2001
AA
Johnson and Lipman
finance
Wilson Davis & Company January 2014 - Present
Scottsdale Capital July 2009 - June 2011
Scottsdale Capital December 2007 - July 2009
Newbridge Securities May 2004 - November 2007
Skills
Investments, Series 7, Options, Portfolio Management, Capital Markets
Education
University of Arizona
Business Administration; Finance
Bleacher Report November 2012 - Present
Bleacher Report March 2012 - November 2012
Bleacher Report February 2010 - February 2012
Bleacher Report February 2009 - February 2010
Newbridge Securities June 2008 - November 2008
Skills
Sports Writing, Baseball, Sports, Social Media, Editing, Blogging, Journalism, Editorial, SEO, Newspapers, Social Networking, Event Planning, Leadership, Headline Writing, Public Relations, AP Style, Press Releases, Facebook, Copy Editing, Storytelling, Web Content, Online Journalism, Feature Articles, Radio, Publishing, Content Strategy, News Writing, Newsletters, Breaking News, Sports Marketing, Broadcast Journalism, New Media, Publications, WordPress, Proofreading, Freelance Writing, Video, Publicity, Broadcast, Social Media Marketing, Magazines, Media Relations, Creative Writing, Copywriting, Final Cut Pro, MLB, Fact-checking
Education
Roger Williams University 2004 — 2008
BS, Financial Services, 3.86 Cumulative GPA
Atlas One Financial January 2009 - Present
Newbridge Securities September 2006 - January 2009
JVB Financial Group, LLC August 2001 - September 2006
Wells Fargo Advisors January 1996 - June 2001
ABN AMRO Bank N.V. January 1992 - May 1996
Barnett Banks, Inc. 1987 - 1992
Skills
Series 24, Series 7, Series 63, Trading, Fixed Income, Portfolio Management, Asset Management, Investments, Asset Managment, Bonds, Bloomberg, Securities, Derivatives, Equities, Capital Markets, Financial Markets, Hedge Funds, Structured Products, Emerging Markets, Options, FX Options, Alternative Investments, Market Risk, Hedging, Electronic Trading, Structured Finance, Investment Banking, Credit Derivatives, MBS, Proprietary Trading, Asset Allocation, ETFs, Interest Rate...
Education
Jacksonville University 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
Newbridge Securities July 2013 - Present
Christian Dior Perfumes LLC 1995 - 2013
L'Oréal 1986 - 1995
Burdines July 1985 - July 1986
Skills
Trend Analysis, Training, Sales, Merchandising, Assortment, Luxury Goods, Fashion, Store Management, Apparel, Retail, Luxury, Profit, Merchandise Planning, Visual Merchandising, Customer Service, Marketing, Cosmetics, Fragrance, Beauty Industry, Account Management, Marketing Strategy, Sales Management, Brand Management, Brand Development, Retail Sales, Inventory Management, Skin Care, Sales Operations, Driving Results, Product Development, Employee Training, E-commerce, Private Label, Event Management, Consumer Products, Makeup Artistry, Forecasting, Inventory Control, Hiring, Recruiting, Trend, Styling, Wholesale, Store Operations, Management, Jewelry, Selling, Fashion Shows, Retail Buying, Product Knowledge
Education
Carlow College
Bachelor of Arts (B.A.), Political Science and Education, cum laude
Nova Southeastern University
MAT, Education, 4.0
Newbridge Securities April 2007 - June 2012
Peter M Pryor Associates 2005 - 2007
Armani Exchange 1999 - 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Securities, Series 7, Social Networking, Event Planning, Marketing
Education
University at Albany, SUNY 2001 — 2005
BA, Art / Business
Newbridge Securities February 2010 - Present
Skills
Series 7, Equities, Options, Fixed Income, Series 63, Hedge Funds, Bonds, Portfolio Management, Structured Products, Bloomberg, Investments, Securities
Education
New York University 1993 — 1996
BS, Finance / Economics
Tico Libre Holdings LLC April 2012 - Present
Tidewater Capital Management January 2003 - Present
Newbridge Securities 2002 - 2003
Sterling Financial Investment Group 2000 - 2002
Tuyn & Co. 1998 - 2000
Harvard Management Company 1995 - 1998
BNY Mellon 1993 - 1995
Skills
Equities, Mutual Funds, Series 63, Asset Managment, Fixed Income, Capital Markets, Hedge Funds, Investments, Series 7, Trading, Portfolio Management, Investment Advisory, Wealth Management, Financial Markets, Alternative Investments, Private Equity, Asset Allocation, Financial Modeling, Corporate Finance, Investment Strategies, Investment Banking, Equity Research, Asset Management, Investment Management, Financial Advisory, Emerging Markets, Bonds, Securities, Financial Structuring, Valuation, Bloomberg, Entrepreneurship
Education
Harvard University 1993 — 1996
C.S.S., Finance
State University of New York at Binghamton 1989 — 1992
B.A., Economics
Pratt Institute 1988 — 1989
School of Architecture
Ship-A Car November 2011 - Present
DSK Funding January 2010 - November 2011
Self employed February 2008 - January 2010
Newbridge Securities June 2001 - February 2008
J. Alexander & Company May 1998 - June 2001
NAIB Trading Corp July 1991 - May 1998
Nash, Weiss & Company October 1982 - July 1991
Skills
Series 62, Series 56, Series 7, Equities, Trading, Investments, Asset Managment, Investor Relations, Due Diligence, Sales, Exceptional public..., Customer Service, Investment Banking, Corporate Finance, Asset Management, New Business Development, Entrepreneurship, Portfolio Management, Financial Markets, Risk Management, Negotiation, Financial Risk, Securities
Education
University of Miami
McCalla Raymer April 2013 - Present
Rogers, Morris & Ziegler, LLP January 2010 - April 2013
Newbridge Securities April 2006 - November 2009
Office of the State Attorney, 17th Judicial Circuit November 2002 - December 2005
Gruntal & Company LLC January 1993 - August 2002
Skills
Microsoft Office, Outlook, Research, Litigation, Legal Research, Legal Writing, Customer Service, Civil Litigation, English, Commercial Litigation, Public Speaking, Editing, Negotiation, Bankruptcy
Education
Nova Southeastern University—Shepard Broad Law Center 1997 — 2001
Doctor of Law (J.D.), cum laude
Indiana University-Purdue University at Indianapolis 1979 — 1983
B.S. MBA Honors Program, cum laude, Business Administration and Management, Economics
Newbridge Securities December 2010 - Present
Chicago Investment Group January 2008 - December 2010
Education
Harvard University 2008 — 2010
Masters, Government
University of Buckingham 2006 — 2008
Masters in Business Administration, Finance
The Nottingham Trent University 2001 — 2005
International Business, Finance
United States Air Force July 2013 - Present
Colwen Management October 2012 - June 2013
Colwen Management November 2011 - September 2012
Newbridge Securities April 2011 - October 2011
Lasell College January 2007 - March 2011
Keene State College June 2003 - May 2006
Keene State College September 2004 - May 2005
Skills
Program Development, Microsoft Office, Event Planning, Public Speaking, Social Media, Event Management, PowerPoint, Microsoft Word, Fundraising, Microsoft Excel, Customer Service, Training, Outlook, Facebook, Student Affairs, Higher Education, Management
Education
Lasell College 2007 — 2010
MSM, Project Management, Marketing, Management
Keene State College 2001 — 2006
Bachelor of Arts, European History
Bank of America February 2013 - Present
Bank of America April 2012 - February 2013
Bank of America September 2009 - April 2012
Enterprise Rent-A-Car December 2007 - September 2009
Enterprise Rent-A-Car June 2005 - December 2007
US Army June 1998 - June 2006
Newbridge Securities October 2001 - May 2005
Skills
Sales, Sales Presentations, Marketing, Cold Calling, Partnering, Networking, Management, Cross Selling, Credit Analysis, Underwriting, Building Relationships, Banking, Retail Banking, Bus, Portfolio Management, Salesforce.com, Leadership, Team Building, Strategic Planning, CRM, Coaching, Customer Service, Financial Services, Customer Satisfaction
Education
George Mason University 2010 — 2011
Economics, 3.5
Randolph-Macon College 1997 — 2001
Undergraduate, Philosophy, Psychology, Ethics
keithboudreault.com August 2015 - Present
T3 Live April 2015 - Present
Wine Ice Cream April 2014 - Present
Newbridge Securities October 2014 - February 2015
Leapshot Labs August 2014 - August 2014
Sprott Supply Chain Management Association September 2013 - February 2014
UNIQLO May 2013 - August 2013
Global Astrolines May 2013 - August 2013
Aoyama Gakuin University English News Paper Club November 2012 - July 2013
Iroquois June 2013 - June 2013
Skills
English, Japanese, PowerPoint, Teamwork, French, Music, Cross Cultural..., Microsoft Excel, CSS, Python, HTML, Financial Analysis, Accounting, JavaScript, Guitar, C++, Simply Accounting, SAP, Excel, Word, Visual Basic, Editing, Customer Service, Teaching, Sales, Economics, Mandarin, DCF Valuation, Portfolio Management, Microsoft Office, Public Speaking, Time Management, Leadership, Research, jQuery, Market Research, Data Analysis, Writing, Analysis, Linux, Node.js
Education
Free Code Camp
Full Stack Web Development, Computer Software Engineering
Carleton University 2010 — 2014
Bachelor of International Business, International Finance, Investment and Banking, 3.48/4.0
青山学院大学 / Aoyama Gakuin University 2012 — 2013
Japanaese
Newbridge Securities December 1999 - Present
Education
State University of New York College at Oswego 1993 — 1998
Bachelor's degree, Psychology/Health Science+First Aid
Suffern High School
Self-employed March 2013 - Present
Newbridge Securities June 2010 - Present
Chicago Investment Group April 2007 - June 2010
Education
St. John's University 1984 — 1988
Bachelor of Science (B.S.), Finance and Financial Management Services
Miami Dade College 1979 — 1982
Associate's degree, Design and Applied Arts
Newbridge Securities 2014 - 2015
Skills
Investments, Portfolio Management, Equities, Wealth Management, Securities, Asset Management, Fixed Income, Financial Planning, Financial Analysis, Mutual Funds, Communication
Education
University College Dublin 2010 — 2014
Bachelor's degree, Economics