NEWBRIDGE SECURITIES CORPORATION
Industry: Company
DescriptionFounded: 2001 Parent organization: Newbridge Financial, Inc. Subsidiary: Chicago Investment Group, Asset Management Arm
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NEWBRIDGE SECURITIES CORPORATION Employees
Newbridge Securities Corporation July 2010 - Present
Chicago Investment Group March 2008 - June 2010
H & R Block Financial Advisors (Ameriprise) March 2003 - January 2008
Morgan Stanley June 1998 - November 2002
Skills
Investment Advisor, Financial Presentations, Financial Planning, Wealth Management, Retirement Planning, Investments, Equities, Fixed Income, Alternative Investments, FINRA, Series 7, Investment Strategies, Insurance, Financial Advisory, Finance, Strategic Financial..., Asset Allocation, Asset Management, Securities
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1969
M. S., Accounting and Finance
Arizona State University 1960 — 1964
B. S., Business and Accounting
PRUCO SECURITIES, LLC. May 2015 - Present
USHEALTH Advisors November 2014 - Present
Vaughn & Rafferty Agency, Inc. October 2012 - Present
Allstate August 2012 - November 2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY May 2008 - May 2012
Baltimore Regional Office May 2008 - May 2012
NEWBRIDGE SECURITIES CORPORATION March 2007 - May 2008
WOODSTOCK FINANCIAL GROUP, INC March 2007 - April 2008
New York Branch Office February 2002 - February 2007
SALOMON GREY FINANCIAL June 2001 - February 2002
Skills
Insurance, Fixed Annuities, Investments, Sales, Employee Benefits, Series 63, Small Business, Finance, Financial Services, Marketing, Mutual Funds, 401k, Series 6, Property, Healthcare, Healthcare Management, Property, Health Insurance, Account Management, Customer Service, Management, Training, Leadership, Strategic Planning, Disability Insurance, Cold Calling, Customer Retention, Sales Management, Brokers, Team Building, Life Insurance, Retirement, Claim, Commercial Insurance, General Insurance, Term Life Insurance, Umbrella Insurance, Workers Compensation, Liability, Long-term Care, Underwriting, New Business Development, Business Development
Education
University of Phoenix
BS, Business Management
University of Phoenix
Bachelor of Science Degree, Business Management
Newbridge Securities Corporation July 2014 - Present
Priebe Investment Plans, Inc 1987 - Present
Education
Florida State University
iCapital LLC August 2012 - Present
FD Capital Inc. 2005 - July 2012
TopstepTrader 2011 - 2011
Newbridge Securities Corporation July 2007 - January 2008
GELSOR SA (Bucharest, Romania) 1996 - 1999
Education
Merrill Lynch- Summer School (1996- Bucharest, Romania) 1996 — 1996
1991 — 1996
Bachelor of Science, Machine Tools
Royle Media May 2015 - Present
Warrior Real Estate Services February 2015 - Present
Warrior Website Services September 2002 - Present
Portland Preparedness Center November 2011 - April 2013
PC Paramedix August 2008 - September 2010
PC CLUB November 2005 - July 2008
Newbridge Securities Corporation November 2004 - January 2005
Newbridge Mortgage Corporation April 2004 - September 2004
The Law Office of Tod Andrew Weston March 2003 - April 2004
Dreamweaver Productions March 2002 - September 2002
Skills
E-commerce, Management, Leadership, Web Design, Strategic Planning, WordPress, Analysis, Customer Service, Small Business, Sales, Troubleshooting, Time Management, Training, Security, Advertising, Social Media, HTML, Team Building, Social Networking, Entrepreneurship, Social Media Marketing, Networking, Marketing Strategy, New Business Development, Network Administration, Project Management, Marketing, Web Development, Business Development, Email Marketing, SEO, Software Installation, Team Leadership, Online Advertising, Start-ups, Account Management, Lead Generation, Online Marketing, CRM, CMS, Public Speaking, Microsoft Office, Nonprofits, Real Estate Transactions, Technical Support, Apple Software, Printing Solutions, User Interface Design, User Experience, Title Insurance
Education
Clackamas Community College 1999 — 2000
Computer Science
Oregon City High School 1994 — 1999
Ladenburg Thalmann & Co. Inc. October 2009 - Present
Newbridge Securities Corporation April 2008 - September 2009
Maxim Group LLC February 2006 - March 2008
Skills
Investment Banking, Private Equity, Financial Modeling, Due Diligence, Venture Capital, Valuation, Mergers & Acquisitions, Investments, Corporate Finance, Capital Markets
Education
University of Pennsylvania 1997 — 2001
Ethical Fieldston Culture School
Transvista Corporation July 2009 - Present
Citi 2014 - 2015
Citi 2014 - 2015
Avis Budget Group 2009 - 2014
Newbridge Securities Corporation October 2006 - November 2008
Montauk Financial Group January 2004 - October 2006
Merrill Lynch August 1995 - January 2004
Skills
Finance, Investments, Series 7, Asset Management, Series 63, Alternative Investments, Portfolio Management, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Financial Analysis, Equities, Due Diligence
Education
Rutgers University-New Brunswick 1990 — 1994
Masters, City and Regional Planning
United States Air Force Academy 1975 — 1979
Bachelor of Science Engineering, Civil Engineering
Transportation Security Agency/Department of Homeland Security January 2012 - Present
Allied Cash Advance April 2011 - June 2011
GHS SOLUTIONS, LLC July 2010 - April 2011
NEWBRIDGE SECURITIES CORPORATION November 2004 - April 2009
SUMMIT BROKERAGE SERVICES, INC July 2002 - October 2004
K.W. Brown Investments January 2002 - June 2002
FIRST CLEARING CORPORATION January 2000 - January 2001
FIRST COLONIAL SECURITIES January 1999 - January 2000
FAS WEALTH MANAGEMENT SERVICES INC January 1998 - January 1999
BILTMORE SECURITIES, INC January 1994 - January 1998
Education
City University of New York-John Jay College of Criminal Justice 2014 — 2015
Master of Science (M.S.), Security Management
City University of New York-John Jay College of Criminal Justice 1978 — 1982
Bachelor of Science, Police Science
Clifford Chance LLP August 2013 - July 2014
Orrick, Herrington & Sutcliffe LLP March 2011 - July 2013
Newbridge Securities Corporation September 2010 - March 2011
Skills
Due Diligence
Education
New York University School of Law 2014 — 2017
Doctor of Law (J.D.)
Columbia University in the City of New York 2008 — 2010
Master of Arts (M.A.), Psychology
Western University 2005 — 2008
Bachelor of Management and Organizational Studies, Business Management; Psychology
Newbridge Securities Corporation August 2012 - Present
Church of Divine Grace June 1998 - Present
RBC Wealth Management January 2009 - August 2012
Church of Divine Grace 1998 - 2010
Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Series 7, Retirement, Investment Advisory, Mutual Funds, Strategic Financial..., Fixed Annuities, Estate Planning, Series 63, Financial Advisory, Asset Managment, Financial Planners, Insurance, Life Insurance, Equities, Loans, Asset Management, Retail Banking, Small Business, Securities, Wealth, 401k, Finance, Investment Strategies, Long-term Care, Asset Allocation, Financial Services, Fixed Income, IRAs, Mortgage Lending, High Net Worth..., Disability Insurance, Alternative Investments, Bonds, FINRA, Funding, Series 6, Credit, Term Life Insurance, Trading, Relationship Management, Financial Markets, Capital Markets, Banking, Hedge Funds, Financial Analysis, Risk Management
Education
Fairleigh Dickinson University 1975 — 1977
Executive MBA, Finance, Marketing
Fairleigh Dickinson University 1975 — 1977
Master of Business Administration (MBA), Finance and Financial Management Services