Newport Coast Securities
Industry: Company
DescriptionHeadquarters: Newport Beach, CA Parent organization: Rubicon Financial Incorporated
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Newport Coast Securities Employees
Employee
Years
Job
Industry
Justin Moffitt Justin Moffitt's Newport Coast Securities Experience August 2011 - February 2012
Job Project Manager/ OSP Engineer at Golden Field Services, Inc.
Industry Telecommunications
Experience
Golden Field Services Inc. March 2013 - Present
Enterprise Rent-A-Car August 2012 - March 2013
EKN Financial Services March 2012 - May 2012
Euro Pacific Capital February 2012 - March 2012
Newport Coast Securities August 2011 - February 2012
Skills
Investment Strategies, Portfolio Management, Stocks, Bonds, Mutual Funds, Financial Trading, Risk Assessment, Team Leadership, Superior Client Service, Management, Commodity, Marketing, Trading, Cold Calling, Sales, Client Services, Project Management, Public Speaking, Microsoft Excel
Education
Siena College 2006 — 2010
Bachelor's degree, Accounting
Bolton Central School 2001 — 2006
NYS Regents diploma
Golden Field Services Inc. March 2013 - Present
Enterprise Rent-A-Car August 2012 - March 2013
EKN Financial Services March 2012 - May 2012
Euro Pacific Capital February 2012 - March 2012
Newport Coast Securities August 2011 - February 2012
Skills
Investment Strategies, Portfolio Management, Stocks, Bonds, Mutual Funds, Financial Trading, Risk Assessment, Team Leadership, Superior Client Service, Management, Commodity, Marketing, Trading, Cold Calling, Sales, Client Services, Project Management, Public Speaking, Microsoft Excel
Education
Siena College 2006 — 2010
Bachelor's degree, Accounting
Bolton Central School 2001 — 2006
NYS Regents diploma
Richard McGuire Richard McGuire's Newport Coast Securities Experience 2003 - Present
Job Financial Advisor at Client Advisory Network, Inc
Industry Financial Services
Experience
Client Advisory Network,Inc... 2013 - Present
Newport Coast Securities 2003 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Retirement, Investments, Series 63, Strategic Financial..., Financial Advisory, Investment Strategies, Securities, Fixed Annuities, Portfolio Management, Alternative Investments, Estate Planning, Asset Management, Equities, Uniform Combined State..., Fixed Income, 401k, Financial Planners, Insurance, Finance, ETFs, IRAs, Wealth Management..., Banking, Series 65, FINRA, Bonds, Wealth, Series 7, Financial Services, Series 6, Insurance Planning, Life Insurance, Financial Analysis, Financial Planning
Education
University of Delaware 1999 — 2002
Bachelor of Business Administration (B.B.A.), Economics
Providence College 1998 — 1999
Client Advisory Network,Inc... 2013 - Present
Newport Coast Securities 2003 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Retirement, Investments, Series 63, Strategic Financial..., Financial Advisory, Investment Strategies, Securities, Fixed Annuities, Portfolio Management, Alternative Investments, Estate Planning, Asset Management, Equities, Uniform Combined State..., Fixed Income, 401k, Financial Planners, Insurance, Finance, ETFs, IRAs, Wealth Management..., Banking, Series 65, FINRA, Bonds, Wealth, Series 7, Financial Services, Series 6, Insurance Planning, Life Insurance, Financial Analysis, Financial Planning
Education
University of Delaware 1999 — 2002
Bachelor of Business Administration (B.B.A.), Economics
Providence College 1998 — 1999
Tara Sorochman Tara Sorochman's Newport Coast Securities Experience March 2013 - January 2014
Job Event Coordinator at Phil's BBQ
Industry Hospitality
Experience
Phil's BBQ September 2014 - Present
The Allstar Group January 2014 - September 2014
Invisible Touch Events September 2012 - June 2014
Newport Coast Securities March 2013 - January 2014
Panama Joe's/Baja Sharkeez December 2011 - September 2012
Buffalo Wild Wings September 2011 - June 2012
Angels Baseball Stadium-AEG April 2007 - February 2012
Skills
Cvent certified, Event Planning, Marketing, Sales, Promoting, Social media, TIPS Certified, Microsoft Word, Microsoft Excel, Outlook, Customer Service, Weddings, Food & Beverage, Retail, Blogging, Social Media, Management, Email Marketing, Trade Shows
Education
California State University-Long Beach 2008 — 2012
BA Communication Studies, Minor in Event Planning & Management
Phil's BBQ September 2014 - Present
The Allstar Group January 2014 - September 2014
Invisible Touch Events September 2012 - June 2014
Newport Coast Securities March 2013 - January 2014
Panama Joe's/Baja Sharkeez December 2011 - September 2012
Buffalo Wild Wings September 2011 - June 2012
Angels Baseball Stadium-AEG April 2007 - February 2012
Skills
Cvent certified, Event Planning, Marketing, Sales, Promoting, Social media, TIPS Certified, Microsoft Word, Microsoft Excel, Outlook, Customer Service, Weddings, Food & Beverage, Retail, Blogging, Social Media, Management, Email Marketing, Trade Shows
Education
California State University-Long Beach 2008 — 2012
BA Communication Studies, Minor in Event Planning & Management
Sandro Lomedico Sandro Lomedico's Newport Coast Securities Experience May 2013 - Present
Job Summer Intern at Newport Coast Securities
Industry Investment Banking
Experience
Newport Coast Securities May 2013 - Present
Pizza Gourmet January 2010 - Present
Skills
Management, Event Planning, Securities, Microsoft Excel, Investment Banking, Equities, Strategic Planning, Microsoft Word, Credit, Customer Service, Microsoft Office, PowerPoint, Research, Teamwork, English, Public Speaking, Financial Analysis, Social Media
Education
Iona College 2013 — 2017
Banking, Corporate, Finance, and Securities Law
Harrison High School
Newport Coast Securities May 2013 - Present
Pizza Gourmet January 2010 - Present
Skills
Management, Event Planning, Securities, Microsoft Excel, Investment Banking, Equities, Strategic Planning, Microsoft Word, Credit, Customer Service, Microsoft Office, PowerPoint, Research, Teamwork, English, Public Speaking, Financial Analysis, Social Media
Education
Iona College 2013 — 2017
Banking, Corporate, Finance, and Securities Law
Harrison High School
Amad Channa Amad Channa's Newport Coast Securities Experience September 2012 - December 2012
Job Financial Analyst II at Merck Pharma GmbH
Industry Financial Services
Experience
Merck Pharma GmbH June 2014 - Present
Merck June 2014 - Present
HIAS March 2014 - June 2014
UBS October 2013 - March 2014
Bloomberg LP February 2013 - June 2013
Newport Coast Securities September 2012 - December 2012
Fountain of Vitality September 2011 - September 2012
Harmony Natural Foods January 2009 - June 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Market Research, Stock Market, Financial Analysis, Forecasting, Teamwork, Management
Education
Berkeley College-New York 2010 — 2012
Bachelor of Business Administration (BBA), Financial Services
Brookdale Community College 2008 — 2010
Associate of Arts (AA), Accounting
Merck Pharma GmbH June 2014 - Present
Merck June 2014 - Present
HIAS March 2014 - June 2014
UBS October 2013 - March 2014
Bloomberg LP February 2013 - June 2013
Newport Coast Securities September 2012 - December 2012
Fountain of Vitality September 2011 - September 2012
Harmony Natural Foods January 2009 - June 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Market Research, Stock Market, Financial Analysis, Forecasting, Teamwork, Management
Education
Berkeley College-New York 2010 — 2012
Bachelor of Business Administration (BBA), Financial Services
Brookdale Community College 2008 — 2010
Associate of Arts (AA), Accounting
Gary L Ciampitti Gary L Ciampitti's Newport Coast Securities Experience July 2009 - June 2012
Job Stock broker turned Insurance and Investment Advisor at The Eppy Group.
Industry Financial Services
Experience
The Eppy Group July 2012 - Present
Newport Coast Securities July 2009 - June 2012
Skills
Disability Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Strategic Financial..., Life Insurance, Insurance, Fixed Annuities, Retirement, Wealth, Finance, Asset Allocation, Long Term Care Insurance, Financial Advisory, Financial Planning
Education
University of Central Florida - College of Business Administration 2005 — 2009
Bachelor's degree, Finance, General
The American College
Certified Life Underwriter (CLU) - Chartered Financial Consultant (ChFC) Designations
The Eppy Group July 2012 - Present
Newport Coast Securities July 2009 - June 2012
Skills
Disability Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Strategic Financial..., Life Insurance, Insurance, Fixed Annuities, Retirement, Wealth, Finance, Asset Allocation, Long Term Care Insurance, Financial Advisory, Financial Planning
Education
University of Central Florida - College of Business Administration 2005 — 2009
Bachelor's degree, Finance, General
The American College
Certified Life Underwriter (CLU) - Chartered Financial Consultant (ChFC) Designations
JP Rodriguez JP Rodriguez's Newport Coast Securities Experience January 2012 - May 2012
Job Account Executive at S.K.I. Beer
Industry Food & Beverages
Experience
S.K.I. Beer March 2015 - Present
ZocDoc August 2014 - February 2015
Seidel & Shaw, LLC December 2012 - July 2014
Hunter Scott Financial May 2012 - November 2012
Newport Coast Securities January 2012 - May 2012
Education
Lehigh University 2006 — 2010
Bachelor's Degree, Finance
St. Andrews's School 2002 — 2006
High School
S.K.I. Beer March 2015 - Present
ZocDoc August 2014 - February 2015
Seidel & Shaw, LLC December 2012 - July 2014
Hunter Scott Financial May 2012 - November 2012
Newport Coast Securities January 2012 - May 2012
Education
Lehigh University 2006 — 2010
Bachelor's Degree, Finance
St. Andrews's School 2002 — 2006
High School
Richard Rizzuto Richard Rizzuto's Newport Coast Securities Experience 2013 - Present
Job Wealth Management at Newport Coast Securities
Industry Financial Services
Experience
Newport Coast Securities 2013 - Present
Meyers Associates L.P. January 2012 - March 2013
Strategies for Wealth October 2007 - December 2011
Z & Z Securities April 2005 - May 2007
Stuart Frankel & Company February 2002 - April 2005
Donaldson, Lufkin & Jenrette 1980 - 2000
Skills
Small Business, Retirement Planning, Equities, Wealth Management, Series 7, Securities, Due Diligence, Asset Management, Portfolio Management, Financial Advisory, Series 63, Financial Services, Health Insurance, Management, Finance, Wealth, Bonds, Disability Insurance, Estate Planning, Asset Managment, Long-term Care, Strategic Planning, Mutual Funds, Capital Markets, Equity Trading, Financial Analysis, Investments, Employee Benefits, Trading, Fixed Income, Insurance, Life Insurance, Alternative Investments, Bloomberg, Hedge Funds, FINRA, Mergers & Acquisitions, Relationship Management, Public Speaking
Education
Princeton University 1974 — 1978
BA, English
Holy Cross High School 1970 — 1974
Newport Coast Securities 2013 - Present
Meyers Associates L.P. January 2012 - March 2013
Strategies for Wealth October 2007 - December 2011
Z & Z Securities April 2005 - May 2007
Stuart Frankel & Company February 2002 - April 2005
Donaldson, Lufkin & Jenrette 1980 - 2000
Skills
Small Business, Retirement Planning, Equities, Wealth Management, Series 7, Securities, Due Diligence, Asset Management, Portfolio Management, Financial Advisory, Series 63, Financial Services, Health Insurance, Management, Finance, Wealth, Bonds, Disability Insurance, Estate Planning, Asset Managment, Long-term Care, Strategic Planning, Mutual Funds, Capital Markets, Equity Trading, Financial Analysis, Investments, Employee Benefits, Trading, Fixed Income, Insurance, Life Insurance, Alternative Investments, Bloomberg, Hedge Funds, FINRA, Mergers & Acquisitions, Relationship Management, Public Speaking
Education
Princeton University 1974 — 1978
BA, English
Holy Cross High School 1970 — 1974
Jeff Guan's Newport Coast Securities Experience January 2014 - April 2014
Job Litigation Support Analyst at TransPerfect
Industry Legal Services
Experience
Macaulay Honors College September 2014 - June 2015
Newport Coast Securities January 2014 - April 2014
Bank of China (New York) August 2013 - October 2013
Johns Hopkins University Carey Business School October 2012 - July 2013
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (M.S.), Statistics
The Johns Hopkins University 2012 — 2013
Master of Science (M.S.), Finance, General
Jilin University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Hong Kong Baptist University 2010 — 2010
Accounting
Macaulay Honors College September 2014 - June 2015
Newport Coast Securities January 2014 - April 2014
Bank of China (New York) August 2013 - October 2013
Johns Hopkins University Carey Business School October 2012 - July 2013
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (M.S.), Statistics
The Johns Hopkins University 2012 — 2013
Master of Science (M.S.), Finance, General
Jilin University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Hong Kong Baptist University 2010 — 2010
Accounting
Matthew McMillon's Newport Coast Securities Experience November 2010 - March 2011
Job Financial Consultant at Alliant Retirement & Investment Services located at Alliant Credit Union
Industry Financial Services
Experience
Alliant Retirement & Investment Services March 2011 - Present
Newport Coast Securities November 2010 - March 2011
Independent Capital Management November 2008 - October 2010
Hilltop Church of Christ May 1999 - December 2008
Education
Pepperdine University 1997 — 2001
Bachelor of Arts, Religion/Religious Studies
Alliant Retirement & Investment Services March 2011 - Present
Newport Coast Securities November 2010 - March 2011
Independent Capital Management November 2008 - October 2010
Hilltop Church of Christ May 1999 - December 2008
Education
Pepperdine University 1997 — 2001
Bachelor of Arts, Religion/Religious Studies
David Braeger David Braeger's Newport Coast Securities Experience May 2009 - January 2012
Job David Braeger is CEO of Braeger Financial Group, LLC
Industry Automotive
Experience
Braeger Financial Group February 2013 - Present
Arque Capital Ltd May 2012 - February 2013
Newport Coast Securities May 2009 - January 2012
brookstreet securities 2000 - 2007
brookstreet securities 2000 - 2007
Skills
Venture Capital, Private Equity, Investments, Investment Banking, Angel Investing, auto dealer finance, Milwaukee, Wisconsin, Auto FInance, peer-to-commercial..., fixed income, Fixed Income Portfolio..., Dealer Relationships, Credit, Finance, Alternative Investments, Business Development, Securities, Loans, Fixed Income, Portfolio Management, Management, Start-ups, Strategic Planning, Mergers & Acquisitions, Strategy
Education
Lake Forest Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Management
Southern Methodist University 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts
Southern Methodist University 1986 — 1990
Bachelor's degree, Sociology, psychology, honors
Braeger Financial Group February 2013 - Present
Arque Capital Ltd May 2012 - February 2013
Newport Coast Securities May 2009 - January 2012
brookstreet securities 2000 - 2007
brookstreet securities 2000 - 2007
Skills
Venture Capital, Private Equity, Investments, Investment Banking, Angel Investing, auto dealer finance, Milwaukee, Wisconsin, Auto FInance, peer-to-commercial..., fixed income, Fixed Income Portfolio..., Dealer Relationships, Credit, Finance, Alternative Investments, Business Development, Securities, Loans, Fixed Income, Portfolio Management, Management, Start-ups, Strategic Planning, Mergers & Acquisitions, Strategy
Education
Lake Forest Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Management
Southern Methodist University 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts
Southern Methodist University 1986 — 1990
Bachelor's degree, Sociology, psychology, honors
Mohammed Aminuzzaman Mohammed Aminuzzaman's Newport Coast Securities Experience September 2012 - December 2012
Job Consultant at Pointcomma Inc.
Industry Higher Education
Experience
ABC Media Network January 2013 - Present
Newport Coast Securities September 2012 - December 2012
Stony Brook University 2011 - December 2012
Skills
Microsoft Office, Data Analysis, Marketing, PowerPoint, Customer Service, Sales&Marketing, Costumer Service, Negotiation, Advertising, Accurate Data Entry, Skilled Multi-tasker, Organized with Strong..., Business Development, Management, Teamwork
Education
SUNY Stony Brook 2008 — 2012
Bachelors of Science, Pscychology
Stony Brook University 2008 — 2012
Bachelor of Science (BS), Psychology
ABC Media Network January 2013 - Present
Newport Coast Securities September 2012 - December 2012
Stony Brook University 2011 - December 2012
Skills
Microsoft Office, Data Analysis, Marketing, PowerPoint, Customer Service, Sales&Marketing, Costumer Service, Negotiation, Advertising, Accurate Data Entry, Skilled Multi-tasker, Organized with Strong..., Business Development, Management, Teamwork
Education
SUNY Stony Brook 2008 — 2012
Bachelors of Science, Pscychology
Stony Brook University 2008 — 2012
Bachelor of Science (BS), Psychology
Garrett Maloney's Newport Coast Securities Experience January 2014 - July 2014
Job CitiGroup
Industry Financial Services
Experience
Citi November 2014 - Present
Newport Coast Securities January 2014 - July 2014
The Studiodog Group October 2012 - January 2013
Frontier Tree Company October 2012 - November 2012
Hudson Valley Magazine January 2012 - May 2012
Education
Greico Financial Training Institute 2014 — 2014
General Securities
Marist College 2009 — 2013
Bachelor of Arts (B.A.), Fine and Studio Arts / Graphic Design
IES Abroad Program: Barcelona, Spain 2012 — 2012
Citi November 2014 - Present
Newport Coast Securities January 2014 - July 2014
The Studiodog Group October 2012 - January 2013
Frontier Tree Company October 2012 - November 2012
Hudson Valley Magazine January 2012 - May 2012
Education
Greico Financial Training Institute 2014 — 2014
General Securities
Marist College 2009 — 2013
Bachelor of Arts (B.A.), Fine and Studio Arts / Graphic Design
IES Abroad Program: Barcelona, Spain 2012 — 2012
Evan Moretti's Newport Coast Securities Experience January 2011 - August 2012
Job Private Client Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management May 2015 - Present
Wells Fargo August 2012 - May 2015
Newport Coast Securities January 2011 - August 2012
Reid Resort Realty, Inc 2010 - 2011
Marcus & Millichap 2009 �2010 2009 - 2010
Skills
Real Estate, Investments, Financial Analysis, Market Research, Marketing, Proposal Writing, Finance, Sales, Customer Service, Microsoft Office, Project Management, Database Administration, Management, Investment Properties, Asset Managment, Strategic Financial..., Portfolio Management, Brokerage, Insurance, Financial Modeling, Budgets, Wealth Management
Education
University of Central Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor's Degree, Finance
Bernstein Private Wealth Management May 2015 - Present
Wells Fargo August 2012 - May 2015
Newport Coast Securities January 2011 - August 2012
Reid Resort Realty, Inc 2010 - 2011
Marcus & Millichap 2009 �2010 2009 - 2010
Skills
Real Estate, Investments, Financial Analysis, Market Research, Marketing, Proposal Writing, Finance, Sales, Customer Service, Microsoft Office, Project Management, Database Administration, Management, Investment Properties, Asset Managment, Strategic Financial..., Portfolio Management, Brokerage, Insurance, Financial Modeling, Budgets, Wealth Management
Education
University of Central Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor's Degree, Finance
Cheryl Sillings Cheryl Sillings's Newport Coast Securities Experience April 2010 - Present
Job Financial Consultant at Newport Coast Securities
Industry Financial Services
Experience
Newport Coast Securities April 2010 - Present
Brookstreet Securities 1992 - 2007
Shearson Lehman American Express' April 1983 - December 1991
Skills
Retirement Planning, Insurance Planning, 401 K Rollovers, IRA's, Financial Planning, Series 7, Estate Planning, Series 66, Retirement, Wealth Management, Annuities, Comprehensive Wealth..., Mutual Funds, 401k, Investment Advisory, Financial Advice, Long Term Care, Investments, Annuity, Asset Allocation
Education
California State University-Fullerton - College of Business and Economics 1978 — 1979
BA, Securities Finance
Newport Coast Securities April 2010 - Present
Brookstreet Securities 1992 - 2007
Shearson Lehman American Express' April 1983 - December 1991
Skills
Retirement Planning, Insurance Planning, 401 K Rollovers, IRA's, Financial Planning, Series 7, Estate Planning, Series 66, Retirement, Wealth Management, Annuities, Comprehensive Wealth..., Mutual Funds, 401k, Investment Advisory, Financial Advice, Long Term Care, Investments, Annuity, Asset Allocation
Education
California State University-Fullerton - College of Business and Economics 1978 — 1979
BA, Securities Finance
Patrick (Pat) Chambers MBA Patrick (Pat) Chambers MBA's Newport Coast Securities Experience October 2010 - October 2014
Job Director Santee Chamber of Commerce
Industry Financial Services
Experience
Communication Volunter Group Lakeside Fire dist. 2013 - Present
Santee Chamber of Commerce 1994 - Present
Newport Coast securities October 2010 - October 2014
J P Turner June 2007 - October 2010
Skills
Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Wealth Management, Mutual Funds, Series 7, Securities, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Modeling, Financial Advisory, Asset Allocation, Financial Analysis, Asset Management, Series 63, Risk Management, Registered Principal, Photography, Amateur Radio Operator, Event Planning, Event Management
Education
National University 1974 — 1976
MBA, Business/Health Care
Communication Volunter Group Lakeside Fire dist. 2013 - Present
Santee Chamber of Commerce 1994 - Present
Newport Coast securities October 2010 - October 2014
J P Turner June 2007 - October 2010
Skills
Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Wealth Management, Mutual Funds, Series 7, Securities, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Modeling, Financial Advisory, Asset Allocation, Financial Analysis, Asset Management, Series 63, Risk Management, Registered Principal, Photography, Amateur Radio Operator, Event Planning, Event Management
Education
National University 1974 — 1976
MBA, Business/Health Care
Randy Barmache Randy Barmache's Newport Coast Securities Experience December 2009 - Present
Job CPA
Industry Accounting
Experience
Barmache & Alford, LLP September 2009 - Present
Newport Coast Securities December 2009 - Present
Various appointed companies January 2010 - Present
Ehrenreich, Barmache & Burkholder, LLP September 2001 - August 2009
Skills
Accounting, Financial Reporting, Income Tax, Auditing, Tax, CPA, Mergers, Corporate Finance, Finance, Corporate Tax, Entrepreneurship, Small Business, Due Diligence, Financial Analysis
Education
University of California, Santa Barbara 1987 — 1991
Barmache & Alford, LLP September 2009 - Present
Newport Coast Securities December 2009 - Present
Various appointed companies January 2010 - Present
Ehrenreich, Barmache & Burkholder, LLP September 2001 - August 2009
Skills
Accounting, Financial Reporting, Income Tax, Auditing, Tax, CPA, Mergers, Corporate Finance, Finance, Corporate Tax, Entrepreneurship, Small Business, Due Diligence, Financial Analysis
Education
University of California, Santa Barbara 1987 — 1991
Peter Reneo's Newport Coast Securities Experience January 2015 - Present
Job Compliance Officer at Halen Capital Management Inc.
Industry Financial Services
Experience
Halen Capital Management Inc. April 2015 - Present
Newport Coast Securities January 2015 - Present
Tejas Securities Group, Inc. April 2012 - September 2014
Maxim Group LLC April 2011 - January 2012
Jesup & Lamont Inc. January 2009 - June 2010
Bear Stearns November 1998 - June 2009
Strike Technologies ECN, LLC November 1998 - April 2000
Nasdaq Stock Market March 1987 - November 1998
Skills
Equity Trading, Equities, Capital Markets, Trading, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Securities, Equity Research, Investment Banking, Bloomberg, Financial Markets, Options, Alternative Investments, Fixed Income, Investments, Structured Products, Prime Brokerage, FINRA, Asset Management, Program Trading, Series 24, Derivatives, Market Making, Series 63, ETFs, Equity Derivatives, Bonds
Education
DeVry University 1980 — 1982
Associates, Electronic Technology
Halen Capital Management Inc. April 2015 - Present
Newport Coast Securities January 2015 - Present
Tejas Securities Group, Inc. April 2012 - September 2014
Maxim Group LLC April 2011 - January 2012
Jesup & Lamont Inc. January 2009 - June 2010
Bear Stearns November 1998 - June 2009
Strike Technologies ECN, LLC November 1998 - April 2000
Nasdaq Stock Market March 1987 - November 1998
Skills
Equity Trading, Equities, Capital Markets, Trading, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Securities, Equity Research, Investment Banking, Bloomberg, Financial Markets, Options, Alternative Investments, Fixed Income, Investments, Structured Products, Prime Brokerage, FINRA, Asset Management, Program Trading, Series 24, Derivatives, Market Making, Series 63, ETFs, Equity Derivatives, Bonds
Education
DeVry University 1980 — 1982
Associates, Electronic Technology
Greg Barson's Newport Coast Securities Experience February 2010 - Present
Job Principal at Senior Benefit Services Group
Industry Financial Services
Experience
Senior Benefit Services Group March 2014 - Present
Newport Coast Securities February 2010 - Present
Skills
Series 7, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Asset Managment, Life Insurance, Mutual Funds, Series 63, Business Development, Uniform Combined State..., Asset Management, Series 24, Leadership, Wealth Management, Series 66, Medicare, Health Insurance, Financial Planning
Education
University of Southern California 2000 — 2004
BS, Business Administration
Senior Benefit Services Group March 2014 - Present
Newport Coast Securities February 2010 - Present
Skills
Series 7, Investments, Strategic Financial..., Financial Analysis, Portfolio Management, Asset Managment, Life Insurance, Mutual Funds, Series 63, Business Development, Uniform Combined State..., Asset Management, Series 24, Leadership, Wealth Management, Series 66, Medicare, Health Insurance, Financial Planning
Education
University of Southern California 2000 — 2004
BS, Business Administration
John Openshaw's Newport Coast Securities Experience March 2009 - Present
Job RIA at Newport Coast Securities
Industry Financial Services
Experience
Newport Coast Securities March 2009 - Present
First Wall Street Corp 1996 - 2002
Skills
Investments, Financial Analysis
Education
California State University-Fullerton 1989 — 1991
Bachelor of Business Administration (B.B.A.), Finance
Newport Coast Securities March 2009 - Present
First Wall Street Corp 1996 - 2002
Skills
Investments, Financial Analysis
Education
California State University-Fullerton 1989 — 1991
Bachelor of Business Administration (B.B.A.), Finance
Jonathan Mangiapane's Newport Coast Securities Experience June 2011 - Present
Job Private Consultant: Fixed Income Portfolio Risk Analysis
Industry Financial Services
Experience
Newport Coast Securities June 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Teamwork, Windows, Sales, English, Team Leadership, Research, Public Speaking, Risk Management, Analysis
Education
University at Albany 2007 — 2011
Bachelor of Science with honors in Business Administration,, Concentration: Financial Analyst Honors Program, Magna cum Laude: 3.74
Newport Coast Securities June 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Teamwork, Windows, Sales, English, Team Leadership, Research, Public Speaking, Risk Management, Analysis
Education
University at Albany 2007 — 2011
Bachelor of Science with honors in Business Administration,, Concentration: Financial Analyst Honors Program, Magna cum Laude: 3.74
John Sesto's Newport Coast Securities Experience June 2012 - Present
Job Finance Internship/ Life Insurance Agent at Newport Coast Securities
Industry Financial Services
Experience
Newport Coast Securities June 2012 - Present
StorQuest Self Storage September 2010 - March 2011
Bank of America August 2006 - April 2009
Skills
Leases, Loans, Risk Management, Analysis, Credit, Microsoft Excel, Accounting, Financial Modeling, Financial Analysis
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance
West Torrance High
High School Diploma
Newport Coast Securities June 2012 - Present
StorQuest Self Storage September 2010 - March 2011
Bank of America August 2006 - April 2009
Skills
Leases, Loans, Risk Management, Analysis, Credit, Microsoft Excel, Accounting, Financial Modeling, Financial Analysis
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.), Finance
West Torrance High
High School Diploma
Don Bartelt's Newport Coast Securities Experience 2010 - Present
Job Senior Energy Management Advisor Energy Efficiency Pros
Industry Facilities Services
Experience
Newport Coast Securities 2010 - Present
Multi-Financial Securties 2006 - 2010
Emmett A. Larkin 2001 - 2006
United Planners Financial Services 1998 - 2001
Wedbush Morgan Securities 1989 - 1998
Wall Street West 1987 - 1989
Principal Investors 1985 - 1987
Skills
Client Aquisition, Sales Prospecting, Prospecting Skills, Strategic Prospecting, Sales, Sales Management, Market Analysis, Stock Market Analysis, Capital Markets Analysis, Telemarketing, Recruiting, Training, Product Analysis, Financial Analysis, Financial Services, Strategic Financial..., Financial Markets, Economic Data Analysis, Public Speaking
Education
Arizona State University 1983 — 1985
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Madison 1981 — 1983
Newport Coast Securities 2010 - Present
Multi-Financial Securties 2006 - 2010
Emmett A. Larkin 2001 - 2006
United Planners Financial Services 1998 - 2001
Wedbush Morgan Securities 1989 - 1998
Wall Street West 1987 - 1989
Principal Investors 1985 - 1987
Skills
Client Aquisition, Sales Prospecting, Prospecting Skills, Strategic Prospecting, Sales, Sales Management, Market Analysis, Stock Market Analysis, Capital Markets Analysis, Telemarketing, Recruiting, Training, Product Analysis, Financial Analysis, Financial Services, Strategic Financial..., Financial Markets, Economic Data Analysis, Public Speaking
Education
Arizona State University 1983 — 1985
Bachelor of Business Administration (BBA), Finance, General
University of Wisconsin-Madison 1981 — 1983
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY