Noble Financial
Industry: Company
DescriptionFounded: 1984 Parent organization: Noble Financial Group, Inc. Subsidiaries: Noble Capital Management, Inc.,
Noble Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Noble Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Noble Financial Employees
Employee
Years
Job
Industry
Tom Grimstad Tom Grimstad's Noble Financial Experience November 2014 - Present
Job Managing Director| Investment Banking at Noble Financial
Industry Financial Services
Experience
Noble Financial November 2014 - Present
Drexel Hamilton, LLC March 2014 - November 2014
Merriman Capital, Inc. March 2013 - March 2014
C. K. Cooper & Company November 2009 - March 2013
Raymond James Financial Inc. October 2008 - November 2009
Merriman Curhan Ford June 2005 - October 2008
Roth Capital Partners January 2003 - June 2005
Lehman Brothers 2001 - 2003
Anle Paper / Kent Landsberg 1996 - 1999
Skills
Business Development, Investment Banking, Research, Sales, Debt & Equity Financing, Relationship Management, Emerging Markets, Small and Mid Cap..., Series 7, Equities, Venture Capital, Valuation, Trading, Private Equity, Investments, Hedge Funds, Financial Modeling, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Southern California 1992 — 1996
Bachelor of Science, Urban Planning and Development
Noble Financial November 2014 - Present
Drexel Hamilton, LLC March 2014 - November 2014
Merriman Capital, Inc. March 2013 - March 2014
C. K. Cooper & Company November 2009 - March 2013
Raymond James Financial Inc. October 2008 - November 2009
Merriman Curhan Ford June 2005 - October 2008
Roth Capital Partners January 2003 - June 2005
Lehman Brothers 2001 - 2003
Anle Paper / Kent Landsberg 1996 - 1999
Skills
Business Development, Investment Banking, Research, Sales, Debt & Equity Financing, Relationship Management, Emerging Markets, Small and Mid Cap..., Series 7, Equities, Venture Capital, Valuation, Trading, Private Equity, Investments, Hedge Funds, Financial Modeling, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Southern California 1992 — 1996
Bachelor of Science, Urban Planning and Development
Binh Hoang Binh Hoang's Noble Financial Experience April 2012 - October 2012
Job Solutions Developer at Deloitte Consulting
Industry Computer Software
Experience
Deloitte January 2015 - Present
Randstad Technologies US November 2014 - January 2015
PALM BEACH COUNTY LIBRARY SYSTEM November 2012 - November 2014
Noble Financial April 2012 - October 2012
Skills
Troubleshooting, Microsoft Visual Studio..., IT Support, C, C++
Education
Florida Atlantic University 2009 — 2014
Bachelor's Degree, Computer Engineering
Deloitte January 2015 - Present
Randstad Technologies US November 2014 - January 2015
PALM BEACH COUNTY LIBRARY SYSTEM November 2012 - November 2014
Noble Financial April 2012 - October 2012
Skills
Troubleshooting, Microsoft Visual Studio..., IT Support, C, C++
Education
Florida Atlantic University 2009 — 2014
Bachelor's Degree, Computer Engineering
Kyle Lauzon Kyle Lauzon's Noble Financial Experience December 2011 - January 2015
Job Managing Director, Equity Capital Markets at Noble FCM
Industry Investment Banking
Experience
Noble Financial December 2011 - January 2015
Dawson James Securities November 2010 - December 2011
CK COOPER & CO November 2009 - November 2010
BioLogic Equity Research 2008 - 2009
Dawson James Securities 2004 - 2008
Sterling Financial Group 2000 - 2004
Blue Stone International 1998 - 2000
Skills
Equity Research, Capital Markets, Institutional Sales, Equities, Investment Banking, Series 7, Private Equity, Series 63, Bloomberg, Venture Capital, IPO, Private Placements, Equity Capital Markets, Business Valuation, Equity Trading, Structured Finance, Trading, Hedge Funds, FINRA, Alternative Investments, Valuation, Corporate Development, Derivatives, Mergers & Acquisitions, Investments, Options, Investor Relations, Asset Management, Due Diligence, Financial Analysis, Emerging Markets, Portfolio Management, Corporate Finance, Bonds, Fixed Income, Equity Valuation, Financial Markets, Financial Structuring, Bloomberg Terminal, Financial Modeling, Trading Strategies, Mutual Funds, Investment Strategies, Investment Management, Securities, Asset Allocation, Finance, Electronic Trading, Management, Start-ups
Education
Southern Connecticut State University 1988 — 1992
Noble Financial December 2011 - January 2015
Dawson James Securities November 2010 - December 2011
CK COOPER & CO November 2009 - November 2010
BioLogic Equity Research 2008 - 2009
Dawson James Securities 2004 - 2008
Sterling Financial Group 2000 - 2004
Blue Stone International 1998 - 2000
Skills
Equity Research, Capital Markets, Institutional Sales, Equities, Investment Banking, Series 7, Private Equity, Series 63, Bloomberg, Venture Capital, IPO, Private Placements, Equity Capital Markets, Business Valuation, Equity Trading, Structured Finance, Trading, Hedge Funds, FINRA, Alternative Investments, Valuation, Corporate Development, Derivatives, Mergers & Acquisitions, Investments, Options, Investor Relations, Asset Management, Due Diligence, Financial Analysis, Emerging Markets, Portfolio Management, Corporate Finance, Bonds, Fixed Income, Equity Valuation, Financial Markets, Financial Structuring, Bloomberg Terminal, Financial Modeling, Trading Strategies, Mutual Funds, Investment Strategies, Investment Management, Securities, Asset Allocation, Finance, Electronic Trading, Management, Start-ups
Education
Southern Connecticut State University 1988 — 1992
John Michalak's Noble Financial Experience June 2012 - October 2012
Job Experienced Associate Advisory at PwC
Industry Financial Services
Experience
PwC April 2015 - Present
ESSA Bank & Trust April 2014 - March 2015
ESSA Bank & Trust February 2013 - March 2014
Noble Financial June 2012 - October 2012
Northwestern Mutual August 2011 - January 2012
Sallie Mae May 2011 - August 2011
Skills
Financial Analysis, Investments, Customer Service, Finance, Financial Modeling, Analysis, Series 7, Strategic Financial..., Credit, Portfolio Management, Banking, Credit Analysis, Risk Management, Underwriting, Securities, Equity Capital Markets, Management, Equities, Problem Solving, Strategic Planning, Fixed Annuities, Mutual Funds, Insurance, Loans, 401k, Financial Services, Mortgage Lending, Consulting, Equity Research, Valuation, Financial Reporting, Microsoft Excel, Microsoft Office
Education
Florida Atlantic University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
West Virginia University 2008 — 2010
Sports Management
Treasure Coast High School 2007 — 2008
PwC April 2015 - Present
ESSA Bank & Trust April 2014 - March 2015
ESSA Bank & Trust February 2013 - March 2014
Noble Financial June 2012 - October 2012
Northwestern Mutual August 2011 - January 2012
Sallie Mae May 2011 - August 2011
Skills
Financial Analysis, Investments, Customer Service, Finance, Financial Modeling, Analysis, Series 7, Strategic Financial..., Credit, Portfolio Management, Banking, Credit Analysis, Risk Management, Underwriting, Securities, Equity Capital Markets, Management, Equities, Problem Solving, Strategic Planning, Fixed Annuities, Mutual Funds, Insurance, Loans, 401k, Financial Services, Mortgage Lending, Consulting, Equity Research, Valuation, Financial Reporting, Microsoft Excel, Microsoft Office
Education
Florida Atlantic University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
West Virginia University 2008 — 2010
Sports Management
Treasure Coast High School 2007 — 2008
Edgar Zanabria Edgar Zanabria's Noble Financial Experience September 2012 - April 2013
Job
Industry Hospitality
Experience
Royal Caribbean Cruises, Ltd. March 2014 - Present
Bayview Asset Management, LLC December 2013 - February 2014
Noble Financial September 2012 - April 2013
Education
Florida Atlantic University 2012 — 2015
Bachelor of Arts (B.A.), Finance, General
Broward Community College 2008 — 2011
Associate of Arts (A.A.), Finance, General
George T Baker Aviation School 1999 — 2002
Airframe and Powerplant License, Avionics Maintenance Technology/Technician
Royal Caribbean Cruises, Ltd. March 2014 - Present
Bayview Asset Management, LLC December 2013 - February 2014
Noble Financial September 2012 - April 2013
Education
Florida Atlantic University 2012 — 2015
Bachelor of Arts (B.A.), Finance, General
Broward Community College 2008 — 2011
Associate of Arts (A.A.), Finance, General
George T Baker Aviation School 1999 — 2002
Airframe and Powerplant License, Avionics Maintenance Technology/Technician
Susan Baur Van Meter Susan Baur Van Meter's Noble Financial Experience May 2011 - May 2012
Job Portfolio Management and Trading Assistant at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors September 2013 - Present
Aberdeen Inc May 2012 - September 2013
Noble Financial May 2011 - May 2012
HedgeCo Investment Management January 2011 - May 2011
Mackinac Savings Bank FSB May 2006 - May 2011
Skills
Equity Research, Analysis, Investments, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Accounting, Equities, Hedge Funds, Investment Banking, Securities, Trading
Education
Florida Atlantic University 2008 — 2010
BBA, Finance, Minor Economics
Principal Global Investors September 2013 - Present
Aberdeen Inc May 2012 - September 2013
Noble Financial May 2011 - May 2012
HedgeCo Investment Management January 2011 - May 2011
Mackinac Savings Bank FSB May 2006 - May 2011
Skills
Equity Research, Analysis, Investments, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Accounting, Equities, Hedge Funds, Investment Banking, Securities, Trading
Education
Florida Atlantic University 2008 — 2010
BBA, Finance, Minor Economics
Kenneth Martin-Halpine, CFA Kenneth Martin-Halpine, CFA's Noble Financial Experience July 2011 - November 2012
Job Independent Analyst and Portfolio Manager
Industry Financial Services
Experience
Bowen Asset Management December 2013 - Present
Independent Analyst November 2013 - Present
KMH Advisors January 2009 - Present
Noble Financial July 2011 - November 2012
Stoneridge Investment Partners August 2004 - December 2008
Emerald Asset Management 1999 - 2004
Strategic Analysis Inc. 1997 - 1999
Kurt J. Lesker Company 1987 - 1990
Skills
Biotechnology, Medical Devices, Equity Research, Healthcare, Sales, Marketing,..., Chemistry, Valuation, Statistics, Economics, Capital Markets, Equities, Due Diligence, Hedge Funds, Mergers & Acquisitions, Bloomberg, Portfolio Management, Venture Capital, Pharmaceutical Industry, Investment Management, Analysis, Financial Modeling, Investment Banking, Investments, Private Equity, Equity Valuation, Finance, IPO, Asset Allocation, Alternative Investments, Securities, Corporate Development, Asset Management, Series 7, Fixed Income, Business Valuation, Financial Analysis
Education
Drexel University - LeBow College of Business 1982 — 1985
MBA, Marketing
Wilkes University 1977 — 1981
BS, Biology
Phoenixville Area High 1973 — 1977
Academic
Bowen Asset Management December 2013 - Present
Independent Analyst November 2013 - Present
KMH Advisors January 2009 - Present
Noble Financial July 2011 - November 2012
Stoneridge Investment Partners August 2004 - December 2008
Emerald Asset Management 1999 - 2004
Strategic Analysis Inc. 1997 - 1999
Kurt J. Lesker Company 1987 - 1990
Skills
Biotechnology, Medical Devices, Equity Research, Healthcare, Sales, Marketing,..., Chemistry, Valuation, Statistics, Economics, Capital Markets, Equities, Due Diligence, Hedge Funds, Mergers & Acquisitions, Bloomberg, Portfolio Management, Venture Capital, Pharmaceutical Industry, Investment Management, Analysis, Financial Modeling, Investment Banking, Investments, Private Equity, Equity Valuation, Finance, IPO, Asset Allocation, Alternative Investments, Securities, Corporate Development, Asset Management, Series 7, Fixed Income, Business Valuation, Financial Analysis
Education
Drexel University - LeBow College of Business 1982 — 1985
MBA, Marketing
Wilkes University 1977 — 1981
BS, Biology
Phoenixville Area High 1973 — 1977
Academic
Shannon Lucieer Shannon Lucieer's Noble Financial Experience March 2011 - August 2013
Job Technician
Industry Information Technology and Services
Experience
Apple March 2014 - Present
SpriteByte/LBD Web Design August 2013 - January 2015
Noble Financial March 2011 - August 2013
Randazzo School August 2008 - December 2010
City of Coral Springs January 2007 - December 2008
First Data Corporation November 2006 - December 2006
Florida Department of Health July 2006 - October 2006
Florida State University May 2002 - May 2006
Casa Cortez Apartments January 2004 - December 2005
RadioShack October 2000 - January 2004
Skills
Networking, PHP, Microsoft Office, MySQL, System Administration, Management, Windows Server, HTML, JavaScript, Windows, Databases, Technical Support, Adobe Creative Suite, Visio, Access, Microsoft Excel, Customer Service, Linux, SQL, Dreamweaver, CSS, C#, VPN, CSS3, Bloomberg Terminal
Education
Florida Atlantic University 2008 — 2011
Master of Science, Information Technology Management
Florida State University 2001 — 2006
Bachelor of Arts, English
Coconut Creek High School 1997 — 2001
Diploma
Apple March 2014 - Present
SpriteByte/LBD Web Design August 2013 - January 2015
Noble Financial March 2011 - August 2013
Randazzo School August 2008 - December 2010
City of Coral Springs January 2007 - December 2008
First Data Corporation November 2006 - December 2006
Florida Department of Health July 2006 - October 2006
Florida State University May 2002 - May 2006
Casa Cortez Apartments January 2004 - December 2005
RadioShack October 2000 - January 2004
Skills
Networking, PHP, Microsoft Office, MySQL, System Administration, Management, Windows Server, HTML, JavaScript, Windows, Databases, Technical Support, Adobe Creative Suite, Visio, Access, Microsoft Excel, Customer Service, Linux, SQL, Dreamweaver, CSS, C#, VPN, CSS3, Bloomberg Terminal
Education
Florida Atlantic University 2008 — 2011
Master of Science, Information Technology Management
Florida State University 2001 — 2006
Bachelor of Arts, English
Coconut Creek High School 1997 — 2001
Diploma
Daniel J. Franzese's Noble Financial Experience 2007 - 2010
Job Managing Director at Ladenburg Thalmann & Co. Inc.
Industry Capital Markets
Experience
Ladenburg Thalmann 2010 - Present
Noble Financial 2007 - 2010
H.C. Wainwright 2005 - 2007
RBC Capital Markets (and prior firms) 1995 - 2005
Education
Indiana University Bloomington 1985 — 1989
B.A., Economics, Italian
Ladenburg Thalmann 2010 - Present
Noble Financial 2007 - 2010
H.C. Wainwright 2005 - 2007
RBC Capital Markets (and prior firms) 1995 - 2005
Education
Indiana University Bloomington 1985 — 1989
B.A., Economics, Italian
Matthew Crews, CFA, CFP Matthew Crews, CFA, CFP's Noble Financial Experience January 2008 - September 2011
Job Financial Advisor at Smith Patrick Financial Advisors
Industry Financial Services
Experience
Smith Patrick Financial Advisors September 2011 - Present
Noble Financial January 2008 - September 2011
A.G. Edwards March 2007 - November 2007
The Motley Fool October 2006 - March 2007
Skills
Equity Research, Equities, Investments, Portfolio Management, Research
Education
Hendrix College 1989 — 1994
Bachelor of Arts, Biology
Smith Patrick Financial Advisors September 2011 - Present
Noble Financial January 2008 - September 2011
A.G. Edwards March 2007 - November 2007
The Motley Fool October 2006 - March 2007
Skills
Equity Research, Equities, Investments, Portfolio Management, Research
Education
Hendrix College 1989 — 1994
Bachelor of Arts, Biology
Tareq Affouri Tareq Affouri's Noble Financial Experience February 2013 - October 2014
Job Vice President and Investment Analyst at Barrington Research
Industry Investment Banking
Experience
Barrington Research Associates, Inc. October 2014 - Present
Noble Financial February 2013 - October 2014
Noble Financial June 2012 - December 2012
Kwik Stop 9100 LLC January 2010 - December 2012
Fidelity Investments June 2011 - November 2011
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Analysis, Equity Research, Microsoft Excel, Financial Statement..., Economics, Access, Series 7, PowerPoint, Data Analysis, Finance, Valuation, Quantitative Analytics, Investments, Equities, Stata, Investment Management, Corporate Finance, Portfolio Management, Securities, Equity Valuation, Risk Management, Capital Markets, Due Diligence
Education
Florida Atlantic University 2009 — 2012
Bachelor's degree, Finance, General
Barrington Research Associates, Inc. October 2014 - Present
Noble Financial February 2013 - October 2014
Noble Financial June 2012 - December 2012
Kwik Stop 9100 LLC January 2010 - December 2012
Fidelity Investments June 2011 - November 2011
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Analysis, Equity Research, Microsoft Excel, Financial Statement..., Economics, Access, Series 7, PowerPoint, Data Analysis, Finance, Valuation, Quantitative Analytics, Investments, Equities, Stata, Investment Management, Corporate Finance, Portfolio Management, Securities, Equity Valuation, Risk Management, Capital Markets, Due Diligence
Education
Florida Atlantic University 2009 — 2012
Bachelor's degree, Finance, General
Mario Cardenas Mario Cardenas's Noble Financial Experience March 2014 - August 2014
Job Summer Analyst at JPMorgan Chase & Co.
Industry
Experience
JPMorgan Chase & Co. June 2015 - Present
Noble Financial March 2014 - August 2014
Northwestern Mutual June 2013 - November 2013
Agconsulting LLC. May 2011 - August 2011
Skills
Time Management, Teamwork, Retirement Planning, Databases, Financial Analysis, Strategic Financial..., Finance, Economics, Portfolio Management
Education
UCLA 2011 — 2015
Bachelor's degree, Economics
JPMorgan Chase & Co. June 2015 - Present
Noble Financial March 2014 - August 2014
Northwestern Mutual June 2013 - November 2013
Agconsulting LLC. May 2011 - August 2011
Skills
Time Management, Teamwork, Retirement Planning, Databases, Financial Analysis, Strategic Financial..., Finance, Economics, Portfolio Management
Education
UCLA 2011 — 2015
Bachelor's degree, Economics
Peter Jung's Noble Financial Experience January 2006 - Present
Job Director of Information Technology and Chief Compliance Officer at Noble Financial
Industry Information Technology and Services
Experience
www.whokilledme.tv January 2007 - Present
Noble Financial January 2006 - Present
Noble Financial January 1992 - Present
Skills
Securities, Series 7, Capital Markets, Hedge Funds, Equities, Private Equity, Series 63, Investments, Due Diligence, Investment Banking, Equity Research, Private Placements, PHP, MySQL, SQL, CSS, ASP, Zend, JavaScript, Drupal, CMS, SSL, ZenCart, VoIP, Visual Basic, XML, Zend Studio, NetBeans, Eclipse, Dreamweaver, PMBOK, PRINCE2, PMI, Six Sigma, CRM, Bloomberg Software
Education
Kaplan University 2004 — 2006
Bachelor of Science, Information Technology
Art Institute of Fort LauderdaleFt. Lauderdale 1989 — 1991
Associates of Science, Business
www.whokilledme.tv January 2007 - Present
Noble Financial January 2006 - Present
Noble Financial January 1992 - Present
Skills
Securities, Series 7, Capital Markets, Hedge Funds, Equities, Private Equity, Series 63, Investments, Due Diligence, Investment Banking, Equity Research, Private Placements, PHP, MySQL, SQL, CSS, ASP, Zend, JavaScript, Drupal, CMS, SSL, ZenCart, VoIP, Visual Basic, XML, Zend Studio, NetBeans, Eclipse, Dreamweaver, PMBOK, PRINCE2, PMI, Six Sigma, CRM, Bloomberg Software
Education
Kaplan University 2004 — 2006
Bachelor of Science, Information Technology
Art Institute of Fort LauderdaleFt. Lauderdale 1989 — 1991
Associates of Science, Business
Andrew Lucieer's Noble Financial Experience March 2013 - May 2013
Job Software Development Senior Advisor at Dell Services
Industry Computer Software
Experience
PRO Unlimited August 2015 - Present
Dell Services April 2014 - September 2015
Dell Services September 2009 - April 2014
Noble Financial March 2013 - May 2013
Perot Systems February 2007 - September 2009
Florida Department of Environmental Protection May 2006 - February 2007
Skills
Java, Software Development, Struts, JavaScript, PL/SQL, Hibernate, JSP, Spring, jQuery, Unix Shell Scripting, J2EE Application..., PHP, Java Enterprise Edition, Shell Scripting, User Interface..., CSS, HTML5, Photoshop, SQL, Databases, HTML, Web Development, AJAX, Web Applications, Linux, XML, Servlets, MySQL
Education
Florida State University 2002 — 2007
Bachelors of Science, Information Technology, 3.9 Major GPA
PRO Unlimited August 2015 - Present
Dell Services April 2014 - September 2015
Dell Services September 2009 - April 2014
Noble Financial March 2013 - May 2013
Perot Systems February 2007 - September 2009
Florida Department of Environmental Protection May 2006 - February 2007
Skills
Java, Software Development, Struts, JavaScript, PL/SQL, Hibernate, JSP, Spring, jQuery, Unix Shell Scripting, J2EE Application..., PHP, Java Enterprise Edition, Shell Scripting, User Interface..., CSS, HTML5, Photoshop, SQL, Databases, HTML, Web Development, AJAX, Web Applications, Linux, XML, Servlets, MySQL
Education
Florida State University 2002 — 2007
Bachelors of Science, Information Technology, 3.9 Major GPA
Michael Cimilluca Michael Cimilluca's Noble Financial Experience 1995 - 2002
Job Streaming Services Specialist at CBS Interactive
Industry Sports
Experience
CBS Interactive August 2013 - Present
DreamTime Baseball January 2013 - Present
CBS Interactive December 2011 - Present
CBS Interactive December 2011 - Present
Eagles Landing Camps June 2012 - August 2012
Broward County Schools 2008 - 2011
Pump it Up 2008 - 2010
KW Brown Investments 2002 - 2007
Noble Financial 1995 - 2002
Skills
Leadership, Training, Microsoft Office, Financial Analysis, Strategic Planning, Research, Financial Modeling, Staff Development, Public Speaking, New Business Development, Microsoft Excel, Corporate Finance, Teaching, Data Analysis, English, Editing, Social Networking, Analysis, Market Research, Live Video Streaming, Wordpress, Blogging, Web Design, Ad Serving, Video, Video Production, Sports Coaching, Event Management, Social Media Marketing, Marketing, Sports, Digital Media, Management, Social Media, WordPress
Education
University of Central Florida 1991 — 1993
BS, Banking-Finance
Manatee Community College 1989 — 1991
AA, Business
Rutgers University-New Brunswick
CBS Interactive August 2013 - Present
DreamTime Baseball January 2013 - Present
CBS Interactive December 2011 - Present
CBS Interactive December 2011 - Present
Eagles Landing Camps June 2012 - August 2012
Broward County Schools 2008 - 2011
Pump it Up 2008 - 2010
KW Brown Investments 2002 - 2007
Noble Financial 1995 - 2002
Skills
Leadership, Training, Microsoft Office, Financial Analysis, Strategic Planning, Research, Financial Modeling, Staff Development, Public Speaking, New Business Development, Microsoft Excel, Corporate Finance, Teaching, Data Analysis, English, Editing, Social Networking, Analysis, Market Research, Live Video Streaming, Wordpress, Blogging, Web Design, Ad Serving, Video, Video Production, Sports Coaching, Event Management, Social Media Marketing, Marketing, Sports, Digital Media, Management, Social Media, WordPress
Education
University of Central Florida 1991 — 1993
BS, Banking-Finance
Manatee Community College 1989 — 1991
AA, Business
Rutgers University-New Brunswick
Marc-Arthur Picard Marc-Arthur Picard's Noble Financial Experience December 2012 - May 2013
Job Store Data Administrator at Whole Foods Market
Industry Information Technology and Services
Experience
Whole Foods Market July 2013 - Present
Whole Foods Market March 2007 - July 2013
Noble Financial December 2012 - May 2013
Skills
Windows & Mac operating..., Microsoft Office, Active Directory, Computer Repair, Windows 7, Computer Hardware, OS X, Networking, Software Documentation, Windows, Access, HTML, Troubleshooting, Microsoft Office 2007, Windows XP, Security, Help Desk Support, PHP, Windows Vista, Technical Writing, Dreamweaver, PowerPoint, Microsoft Word, Inventory Management, Microsoft Excel, Customer Service, Retail, Social Media, Teamwork
Education
Florida Atlantic University 2010 — 2013
Bachelor of Science, Management Information Systems
Palm Beach State College 2007 — 2010
Associate of Arts
Whole Foods Market July 2013 - Present
Whole Foods Market March 2007 - July 2013
Noble Financial December 2012 - May 2013
Skills
Windows & Mac operating..., Microsoft Office, Active Directory, Computer Repair, Windows 7, Computer Hardware, OS X, Networking, Software Documentation, Windows, Access, HTML, Troubleshooting, Microsoft Office 2007, Windows XP, Security, Help Desk Support, PHP, Windows Vista, Technical Writing, Dreamweaver, PowerPoint, Microsoft Word, Inventory Management, Microsoft Excel, Customer Service, Retail, Social Media, Teamwork
Education
Florida Atlantic University 2010 — 2013
Bachelor of Science, Management Information Systems
Palm Beach State College 2007 — 2010
Associate of Arts
Michael Heim, CFA Michael Heim, CFA's Noble Financial Experience September 2014 - Present
Job Noble Financial
Industry Banking
Experience
Noble Financial September 2014 - Present
Saint Louis University January 2011 - Present
Confluence Asset Management January 2012 - December 2013
Sawtooth Investment Management December 2007 - October 2009
A.G. Edwards & Sons, Inc. December 1989 - November 2007
A.G. Edwards 1989 - 2007
Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Equities, Hedge Funds, Analysis, Equity Valuation, Modeling, Series 7, Equity Research, Valuation, Asset Managment, Portfolio Management, Securities, Investments, Trading, Asset Management, Mutual Funds, Capital Markets, Finance, Corporate Finance, Due Diligence, Investment Management
Education
Washington University in St. Louis - Olin Business School 1987 — 1989
MBA, Finance
Carleton College 1982 — 1986
BA, Economics
Noble Financial September 2014 - Present
Saint Louis University January 2011 - Present
Confluence Asset Management January 2012 - December 2013
Sawtooth Investment Management December 2007 - October 2009
A.G. Edwards & Sons, Inc. December 1989 - November 2007
A.G. Edwards 1989 - 2007
Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Equities, Hedge Funds, Analysis, Equity Valuation, Modeling, Series 7, Equity Research, Valuation, Asset Managment, Portfolio Management, Securities, Investments, Trading, Asset Management, Mutual Funds, Capital Markets, Finance, Corporate Finance, Due Diligence, Investment Management
Education
Washington University in St. Louis - Olin Business School 1987 — 1989
MBA, Finance
Carleton College 1982 — 1986
BA, Economics
Brett DeMarco Brett DeMarco's Noble Financial Experience January 2009 - April 2015
Job Independent Distributor at BD Healthy Vending Corp
Industry Capital Markets
Experience
BD Healthy Vending Corp August 2015 - Present
T3 Trading Group, LLC August 2015 - Present
Noble Financial January 2009 - April 2015
WR Hambrecht + Co 2006 - 2009
WR Hambrecht + Co 2006 - 2009
Skills
Equity Research, Trading, Equities, Capital Markets, Equity Trading, Hedge Funds, Proprietary Trading, Series 7, Options, Bloomberg, Derivatives
Education
Quinnipiac University 1990 — 1994
BA Finance, Finance and Marketing
BD Healthy Vending Corp August 2015 - Present
T3 Trading Group, LLC August 2015 - Present
Noble Financial January 2009 - April 2015
WR Hambrecht + Co 2006 - 2009
WR Hambrecht + Co 2006 - 2009
Skills
Equity Research, Trading, Equities, Capital Markets, Equity Trading, Hedge Funds, Proprietary Trading, Series 7, Options, Bloomberg, Derivatives
Education
Quinnipiac University 1990 — 1994
BA Finance, Finance and Marketing
Gordon Letschert Gordon Letschert's Noble Financial Experience September 2008 - April 2009
Job INCAE Business School MBA 2015; Florida International University MIB 2015 (dualdegree)
Industry Management Consulting
Experience
Imperial Textile November 2014 - December 2014
SmartWater CSI March 2013 - August 2014
CarpenterCrete, LLC April 2011 - February 2013
JP Morgan Chase September 2010 - April 2011
Noble Financial September 2008 - April 2009
Skills
Market Research, International Business, Start-ups, Forecasting, Emerging Markets, Management, Financial Modeling, Inventory Management, Budgets, Foreign Affairs, Logistics Management, Financial Analysis, Multicultural, Accounting, Investments, Valuation, Family Business, RapidMiner, Minitab, Market Analysis, Business Strategy, Business Analysis, Strategic Planning
Education
INCAE Business School 2014 — 2015
Master of Business Administration (MBA), Concentration: Finance and Economics
Florida International University - College of Business Administration 2012 — 2014
Master's degree, International Business
Imperial Textile November 2014 - December 2014
SmartWater CSI March 2013 - August 2014
CarpenterCrete, LLC April 2011 - February 2013
JP Morgan Chase September 2010 - April 2011
Noble Financial September 2008 - April 2009
Skills
Market Research, International Business, Start-ups, Forecasting, Emerging Markets, Management, Financial Modeling, Inventory Management, Budgets, Foreign Affairs, Logistics Management, Financial Analysis, Multicultural, Accounting, Investments, Valuation, Family Business, RapidMiner, Minitab, Market Analysis, Business Strategy, Business Analysis, Strategic Planning
Education
INCAE Business School 2014 — 2015
Master of Business Administration (MBA), Concentration: Finance and Economics
Florida International University - College of Business Administration 2012 — 2014
Master's degree, International Business
Stephanie Grant Stephanie Grant's Noble Financial Experience January 2015 - Present
Job Associate Equity Analyst
Industry Financial Services
Experience
Noble Financial January 2015 - Present
Palm Beach County School District August 2012 - December 2014
Nicholls State University August 2009 - December 2009
USDA-ARS March 2009 - September 2009
Jost Chemical Co. November 2007 - November 2008
Florida Atlantic University August 2006 - June 2007
GM Corvette Plant August 2002 - June 2004
Skills
Public Speaking, Entrepreneurship, Wellness, Personal Development, Coaching, Research, Nutrition, Leadership Development, Teaching, Science, Wellness Coaching, Training, Fitness, Healthcare, Executive Coaching, Strategic Planning, Financial Analysis, Microsoft Excel, Analysis, Finance, Bloomberg Terminal, Economics, Leadership, Management, Team Building
Education
Florida Atlantic University 2014 — 2015
Financial Analyst Certificate, Deep Fundamental Analysis / Macro
Florida Atlantic University 2013 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Florida Atlantic University 2004 — 2007
BS, Biochemistry
Noble Financial January 2015 - Present
Palm Beach County School District August 2012 - December 2014
Nicholls State University August 2009 - December 2009
USDA-ARS March 2009 - September 2009
Jost Chemical Co. November 2007 - November 2008
Florida Atlantic University August 2006 - June 2007
GM Corvette Plant August 2002 - June 2004
Skills
Public Speaking, Entrepreneurship, Wellness, Personal Development, Coaching, Research, Nutrition, Leadership Development, Teaching, Science, Wellness Coaching, Training, Fitness, Healthcare, Executive Coaching, Strategic Planning, Financial Analysis, Microsoft Excel, Analysis, Finance, Bloomberg Terminal, Economics, Leadership, Management, Team Building
Education
Florida Atlantic University 2014 — 2015
Financial Analyst Certificate, Deep Fundamental Analysis / Macro
Florida Atlantic University 2013 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Florida Atlantic University 2004 — 2007
BS, Biochemistry
Kyle McEntee Kyle McEntee's Noble Financial Experience July 2014 - February 2015
Job Institutional Equity Sales at Noble Financial
Industry Online Media
Experience
Noble Financial July 2014 - February 2015
Acqunity Interactive May 2012 - January 2014
Skills
SEO, Mobile Advertising, Digital Media, Facebook, Email Marketing, Competitive Analysis, Affiliate Marketing, Analytics, CRM, Management, PPC, Mobile Marketing, SEM
Education
Florida Atlantic University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Florida Atlantic University 2010 — 2013
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Noble Financial July 2014 - February 2015
Acqunity Interactive May 2012 - January 2014
Skills
SEO, Mobile Advertising, Digital Media, Facebook, Email Marketing, Competitive Analysis, Affiliate Marketing, Analytics, CRM, Management, PPC, Mobile Marketing, SEM
Education
Florida Atlantic University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Florida Atlantic University 2010 — 2013
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Laurence Bleicher Laurence Bleicher's Noble Financial Experience November 2006 - September 2008
Job Sr. Manager of Information & Evaluation at Denver Kids, Inc.
Industry Civic & Social Organization
Experience
Denver Kids, Inc. August 2014 - Present
The Colorado Education Initiative (formerly Colorado Legacy Foundation) June 2013 - August 2014
Kids Company July 2011 - February 2013
Noble Financial November 2006 - September 2008
Marsico Capital Management July 2001 - June 2006
Skills
Financial Analysis, Research, Economics, Microsoft Excel, Public Speaking, Bloomberg, Strategic Planning, Equities, Microsoft Office, Investments, Capital Markets, Corporate Finance, Portfolio Management, Business Strategy, Financial Modeling, Analysis, Equity Research, Management, Nonprofits, Strategy, Policy Analysis
Education
London School of Economics and Political Science 2009 — 2011
MPA, Public and Economic Policy
Princeton University 1997 — 2001
Bachelor of Arts (B.A.), Philosophy
Denver Kids, Inc. August 2014 - Present
The Colorado Education Initiative (formerly Colorado Legacy Foundation) June 2013 - August 2014
Kids Company July 2011 - February 2013
Noble Financial November 2006 - September 2008
Marsico Capital Management July 2001 - June 2006
Skills
Financial Analysis, Research, Economics, Microsoft Excel, Public Speaking, Bloomberg, Strategic Planning, Equities, Microsoft Office, Investments, Capital Markets, Corporate Finance, Portfolio Management, Business Strategy, Financial Modeling, Analysis, Equity Research, Management, Nonprofits, Strategy, Policy Analysis
Education
London School of Economics and Political Science 2009 — 2011
MPA, Public and Economic Policy
Princeton University 1997 — 2001
Bachelor of Arts (B.A.), Philosophy
Whitney (Calhoun) Begleiter Whitney (Calhoun) Begleiter's Noble Financial Experience January 2006 - Present
Job Pharmaceutical Sales Representative at Quintiles
Industry Pharmaceuticals
Experience
Quintiles May 2014 - Present
Noble Financial January 2006 - Present
Coppertan USA July 2008 - January 2010
Blunauta August 2006 - June 2007
Flash Cleaners November 2004 - September 2005
Peoples Pottery March 2003 - October 2004
Skills
Sales, Sales Management, Management, Customer Service, Strategic Communications, Business-to-Business..., Product Launch, Pharmaceutical Sales, Training, Strategic Planning, Pharmaceutical Industry, Sales Operations
Education
Florida Atlantic University 2011 — 2013
Interdisciplinary Studies, Communications and Marketing
Palm Beach State College 2009 — 2011
Associate of Arts (A.A.), Communications and Marketing
Quintiles May 2014 - Present
Noble Financial January 2006 - Present
Coppertan USA July 2008 - January 2010
Blunauta August 2006 - June 2007
Flash Cleaners November 2004 - September 2005
Peoples Pottery March 2003 - October 2004
Skills
Sales, Sales Management, Management, Customer Service, Strategic Communications, Business-to-Business..., Product Launch, Pharmaceutical Sales, Training, Strategic Planning, Pharmaceutical Industry, Sales Operations
Education
Florida Atlantic University 2011 — 2013
Interdisciplinary Studies, Communications and Marketing
Palm Beach State College 2009 — 2011
Associate of Arts (A.A.), Communications and Marketing
William Markowitz William Markowitz's Noble Financial Experience December 2009 - February 2010
Job Vice President, Trading at RFMF Partners LLC
Industry Financial Services
Experience
RFMF Partners LLC July 2014 - Present
RFMF Partners June 2011 - Present
Self January 2010 - Present
Gilford Securities June 2010 - August 2010
Noble Financial December 2009 - February 2010
Old Oaks Country Club May 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Series 7, Series 63, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, Equities, Financial Modeling, Data Analysis, Valuation, Financial Analysis, Microsoft Word, Business Valuation, Research, Spanish, Private Equity, Social Media, Investment Banking, Corporate Finance, Due Diligence
Education
Baruch College 2011 — 2012
Finance, General
Tel Aviv University 2011 — 2011
Finance
Emory University 2008 — 2010
RFMF Partners LLC July 2014 - Present
RFMF Partners June 2011 - Present
Self January 2010 - Present
Gilford Securities June 2010 - August 2010
Noble Financial December 2009 - February 2010
Old Oaks Country Club May 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Series 7, Series 63, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, Equities, Financial Modeling, Data Analysis, Valuation, Financial Analysis, Microsoft Word, Business Valuation, Research, Spanish, Private Equity, Social Media, Investment Banking, Corporate Finance, Due Diligence
Education
Baruch College 2011 — 2012
Finance, General
Tel Aviv University 2011 — 2011
Finance
Emory University 2008 — 2010
Alan Donatiello, CFA's Noble Financial Experience August 2010 - December 2011
Job Associate Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors February 2012 - March 2013
Noble Financial August 2010 - December 2011
Fiduciary Asset Management July 2009 - February 2010
Skills
Microsoft Office, Financial Modeling, Equity Research, Technical Analysis, Fundamental Research, Analytics
Education
Truman State University 2005 — 2009
Finance, Business
Wells Fargo Securities March 2013 - Present
Wells Fargo Advisors February 2012 - March 2013
Noble Financial August 2010 - December 2011
Fiduciary Asset Management July 2009 - February 2010
Skills
Microsoft Office, Financial Modeling, Equity Research, Technical Analysis, Fundamental Research, Analytics
Education
Truman State University 2005 — 2009
Finance, Business
Bradley Damon's Noble Financial Experience August 2011 - December 2012
Job DirectorGartner Invest at Gartner
Industry Financial Services
Experience
Gartner June 2014 - Present
William O'Neil + Co. Inc. January 2013 - June 2014
Noble Financial August 2011 - December 2012
Sidoti & Company, LLC August 2004 - May 2011
Skills
Mutual Funds, Equities, Hedge Funds, Investments, Management, FINRA, Equity Research, Series 63, Due Diligence, Bloomberg, Capital Markets, Sales, Series 7, Valuation, Alternative Investments, Securities, Trading
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science in Business Administration, Operations Management
Gartner June 2014 - Present
William O'Neil + Co. Inc. January 2013 - June 2014
Noble Financial August 2011 - December 2012
Sidoti & Company, LLC August 2004 - May 2011
Skills
Mutual Funds, Equities, Hedge Funds, Investments, Management, FINRA, Equity Research, Series 63, Due Diligence, Bloomberg, Capital Markets, Sales, Series 7, Valuation, Alternative Investments, Securities, Trading
Education
Boston University - School of Management 1999 — 2003
Bachelor of Science in Business Administration, Operations Management
Julie Hoggatt's Noble Financial Experience June 2006 - February 2009
Job Senior Consultant for inThought Research Group
Industry Hospital & Health Care
Experience
inThought Research February 2009 - Present
Noble Financial June 2006 - February 2009
Variant Research July 2005 - June 2006
Southcoast Capital (now Capital One) October 2003 - July 2004
Morgan Keegan August 2001 - October 2003
Morgan Stanley Dean Witter June 2000 - August 2000
Deloitte & Touche September 1999 - May 2000
Skills
Medical Devices, Healthcare, Pharmaceutical Industry, Finance, Sales, Financial Modeling, Investments, Strategy, Portfolio Management, Due Diligence, Mergers & Acquisitions, Start-ups, Competitive Analysis, Valuation, Financial Analysis, Management Consulting, Corporate Finance
Education
Millsaps College 2000 — 2001
Masters of Accounting, Accounting
Millsaps College 1996 — 2000
BBA, Busniess
inThought Research February 2009 - Present
Noble Financial June 2006 - February 2009
Variant Research July 2005 - June 2006
Southcoast Capital (now Capital One) October 2003 - July 2004
Morgan Keegan August 2001 - October 2003
Morgan Stanley Dean Witter June 2000 - August 2000
Deloitte & Touche September 1999 - May 2000
Skills
Medical Devices, Healthcare, Pharmaceutical Industry, Finance, Sales, Financial Modeling, Investments, Strategy, Portfolio Management, Due Diligence, Mergers & Acquisitions, Start-ups, Competitive Analysis, Valuation, Financial Analysis, Management Consulting, Corporate Finance
Education
Millsaps College 2000 — 2001
Masters of Accounting, Accounting
Millsaps College 1996 — 2000
BBA, Busniess
Grant George, CFA's Noble Financial Experience March 2012 - August 2012
Job Director of Marketing at Markston International LLC
Industry Financial Services
Experience
Markston International LLC January 2013 - Present
Noble Financial March 2012 - August 2012
Kaufman Bros. August 2010 - March 2012
KBC Financial Products May 2007 - April 2009
Morgan Keegan 2006 - 2006
KBC Securities June 2002 - May 2003
Instinet March 1998 - February 2002
Skills
Equities, Capital Markets, Securities, Valuation, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA, Finance & Accounting
Vanderbilt University 1994 — 1997
BS, Economics
Tufts University 1993 — 1994
New Canaan High School 1990 — 1993
Markston International LLC January 2013 - Present
Noble Financial March 2012 - August 2012
Kaufman Bros. August 2010 - March 2012
KBC Financial Products May 2007 - April 2009
Morgan Keegan 2006 - 2006
KBC Securities June 2002 - May 2003
Instinet March 1998 - February 2002
Skills
Equities, Capital Markets, Securities, Valuation, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA, Finance & Accounting
Vanderbilt University 1994 — 1997
BS, Economics
Tufts University 1993 — 1994
New Canaan High School 1990 — 1993
Gregg Lowenstein's Noble Financial Experience February 2012 - December 2013
Job Director of Business Development at Metrostudy
Industry Market Research
Experience
Metrostudy June 2014 - Present
Noble Financial February 2012 - December 2013
Staples Technology Solutions January 2008 - May 2011
ValueRich, Inc. 2004 - 2008
Skills
Sales Management, Consultative Selling, Negotiation, Customer Relations, Contract Negotiations, New Business Development, Salesforce.com, Solution Selling, Team Building, Account Management, Marketing Strategy, Contract Negotiation, Business Strategy, Coaching, Cold Calling, Mentoring, Hiring, Microsoft Office, Excel, Public Speaking, Advertising, B2B, Selling, Management, Sales, Networking, Enterprise Software, Program Management, Sales Operations, Business Development, Direct Sales, Customer Service, Strategic Partnerships, Sales Presentations, Marketing, Sales Process, Start-ups, Strategy, Competitive Analysis, Lead Generation, CRM, P&L Management, Channel Partners, Data Center, Leadership
Education
Rensselaer Polytechnic Institute at Hartford
MBA, Master of Business
University of Bridgeport
BA, Political Science
Metrostudy June 2014 - Present
Noble Financial February 2012 - December 2013
Staples Technology Solutions January 2008 - May 2011
ValueRich, Inc. 2004 - 2008
Skills
Sales Management, Consultative Selling, Negotiation, Customer Relations, Contract Negotiations, New Business Development, Salesforce.com, Solution Selling, Team Building, Account Management, Marketing Strategy, Contract Negotiation, Business Strategy, Coaching, Cold Calling, Mentoring, Hiring, Microsoft Office, Excel, Public Speaking, Advertising, B2B, Selling, Management, Sales, Networking, Enterprise Software, Program Management, Sales Operations, Business Development, Direct Sales, Customer Service, Strategic Partnerships, Sales Presentations, Marketing, Sales Process, Start-ups, Strategy, Competitive Analysis, Lead Generation, CRM, P&L Management, Channel Partners, Data Center, Leadership
Education
Rensselaer Polytechnic Institute at Hartford
MBA, Master of Business
University of Bridgeport
BA, Political Science
James Grebenc, CFA's Noble Financial Experience October 2014 - Present
Job VP: Institutional Equity Research Sales at Noble Financial
Industry Financial Services
Experience
Noble Financial October 2014 - Present
VIRTUOSO Research 2013 - 2014
B Riley Caris 2010 - 2013
JMP Securities July 2005 - August 2009
WR Hambrecht + Co September 2003 - July 2005
Lehman Bros 2002 - 2003
Robertson Stephens August 2001 - August 2002
Skills
Hedge Funds, Equities, Series 7, Equity Research, Bloomberg, Capital Markets, Alternative Investments, Series 63, Securities, Investments, Valuation, Trading, Asset Management, Equity Trading, Investment Banking
Education
University of Toronto - Rotman School of Management 1997 — 1998
MBA, Accounting and Finance
AIMR 1995 — 1998
Chartered Financial Analyst, Accounting and Finance
Wilfrid Laurier University 1989 — 1993
Honors Economics, Finance and Accounting
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
Noble Financial October 2014 - Present
VIRTUOSO Research 2013 - 2014
B Riley Caris 2010 - 2013
JMP Securities July 2005 - August 2009
WR Hambrecht + Co September 2003 - July 2005
Lehman Bros 2002 - 2003
Robertson Stephens August 2001 - August 2002
Skills
Hedge Funds, Equities, Series 7, Equity Research, Bloomberg, Capital Markets, Alternative Investments, Series 63, Securities, Investments, Valuation, Trading, Asset Management, Equity Trading, Investment Banking
Education
University of Toronto - Rotman School of Management 1997 — 1998
MBA, Accounting and Finance
AIMR 1995 — 1998
Chartered Financial Analyst, Accounting and Finance
Wilfrid Laurier University 1989 — 1993
Honors Economics, Finance and Accounting
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
UCLA Anderson School of Management
Adam Zuckerberg's Noble Financial Experience November 2009 - July 2011
Job Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management)
Industry Financial Services
Experience
Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management) August 2014 - Present
Fidelity Investments July 2011 - August 2014
Noble Financial November 2009 - July 2011
Batterymarch Financial Management August 1999 - March 2009
Investors Bank & Trust June 1995 - August 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2005
MBA, Finance
Boston College 1991 — 1995
BA, Math
Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management) August 2014 - Present
Fidelity Investments July 2011 - August 2014
Noble Financial November 2009 - July 2011
Batterymarch Financial Management August 1999 - March 2009
Investors Bank & Trust June 1995 - August 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2005
MBA, Finance
Boston College 1991 — 1995
BA, Math
Michael Rypl's Noble Financial Experience January 2009 - May 2012
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Capital Markets
Experience
Oppenheimer & Co. Inc. September 2014 - Present
Maxim Group LLC June 2012 - September 2014
Noble Financial January 2009 - May 2012
POLARIS INVESTMENT PARTNERS March 2002 - March 2008
R4, INC January 2000 - January 2002
RAYMOND JAMES & ASSOCIATES January 1998 - January 2000
A.G. Edwards January 1996 - January 1998
HAGAR CAPITAL, INC January 1995 - January 1996
SMITH BARNEY January 1992 - January 1995
BEAR STEARNS & COMPANY January 1991 - January 1992
Education
Mercer University 1985 — 1989
Bachelor of Business Administration, Marketing
Oppenheimer & Co. Inc. September 2014 - Present
Maxim Group LLC June 2012 - September 2014
Noble Financial January 2009 - May 2012
POLARIS INVESTMENT PARTNERS March 2002 - March 2008
R4, INC January 2000 - January 2002
RAYMOND JAMES & ASSOCIATES January 1998 - January 2000
A.G. Edwards January 1996 - January 1998
HAGAR CAPITAL, INC January 1995 - January 1996
SMITH BARNEY January 1992 - January 1995
BEAR STEARNS & COMPANY January 1991 - January 1992
Education
Mercer University 1985 — 1989
Bachelor of Business Administration, Marketing
Leif Waller's Noble Financial Experience 2009 - 2011
Job Vice President Investments, Private Client Advisor, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
Braider Technologies Inc. 1996 - Present
Merrill Lynch 2012 - 2014
Merrill Lynch 2012 - 2014
Noble Financial 2009 - 2011
Source Trading 2009 - 2009
Oppenheimer & Co. 2003 - 2006
CIBC 1999 - 2003
Wal-Rich Corporation 1987 - 1998
Education
Boston University
BA/BS, Business/Marketing
JPMorgan Chase & Co. September 2014 - Present
Braider Technologies Inc. 1996 - Present
Merrill Lynch 2012 - 2014
Merrill Lynch 2012 - 2014
Noble Financial 2009 - 2011
Source Trading 2009 - 2009
Oppenheimer & Co. 2003 - 2006
CIBC 1999 - 2003
Wal-Rich Corporation 1987 - 1998
Education
Boston University
BA/BS, Business/Marketing
Paul Binkunski Sr.'s Noble Financial Experience December 2007 - June 2009
Job SC Ops Associate Leader. Pepsico
Industry Food & Beverages
Experience
Pepsi Beverages Company PEPSICO April 2011 - Present
Forefront Advisory LLC August 2009 - August 2010
Noble Financial December 2007 - June 2009
vandham July 2006 - October 2007
Deutsche Bank May 2002 - July 2006
Skills
Sales, Sales Management, Business Planning
Education
Bergen Catholic 1978 — 1982
Merrimack College
Pepsi Beverages Company PEPSICO April 2011 - Present
Forefront Advisory LLC August 2009 - August 2010
Noble Financial December 2007 - June 2009
vandham July 2006 - October 2007
Deutsche Bank May 2002 - July 2006
Skills
Sales, Sales Management, Business Planning
Education
Bergen Catholic 1978 — 1982
Merrimack College
Jonathan Blum's Noble Financial Experience April 2012 - February 2013
Job Managing Director, The Benchmark Company
Industry Investment Banking
Experience
The Benchmark Company February 2013 - Present
Noble Financial April 2012 - February 2013
Dawson James Securities January 2010 - March 2012
Skills
Private Equity, Investment Banking, Venture Capital, Private Placements, Valuation, Due Diligence, IPO, Investments, Hedge Funds, Capital Markets, Mergers & Acquisitions, Equities, Corporate Finance, Financial Modeling, Asset Management, Equity Research, Alternative Investments, Trading, Securities, Series 7
Education
Harvard Business School 1980 — 1982
Master of Business Administration (MBA), Finance, General
Boston University
Bachelor of Science (BS), Finance
The Benchmark Company February 2013 - Present
Noble Financial April 2012 - February 2013
Dawson James Securities January 2010 - March 2012
Skills
Private Equity, Investment Banking, Venture Capital, Private Placements, Valuation, Due Diligence, IPO, Investments, Hedge Funds, Capital Markets, Mergers & Acquisitions, Equities, Corporate Finance, Financial Modeling, Asset Management, Equity Research, Alternative Investments, Trading, Securities, Series 7
Education
Harvard Business School 1980 — 1982
Master of Business Administration (MBA), Finance, General
Boston University
Bachelor of Science (BS), Finance
Louis Agrusa's Noble Financial Experience July 2013 - September 2014
Job Partner at Agrusa & Sons Contracting, Inc.
Industry Capital Markets
Experience
Agrusa & Sons Contracting, Inc. September 2014 - Present
Noble Financial July 2013 - September 2014
Agrusa and Sons Contracting May 2004 - July 2013
Skills
Strategic Planning, Construction Management, Construction, Contract Negotiation, Contract Management, Team Building, Negotiation
Education
Florida Atlantic University
Bachelor of Science, Finance
Agrusa & Sons Contracting, Inc. September 2014 - Present
Noble Financial July 2013 - September 2014
Agrusa and Sons Contracting May 2004 - July 2013
Skills
Strategic Planning, Construction Management, Construction, Contract Negotiation, Contract Management, Team Building, Negotiation
Education
Florida Atlantic University
Bachelor of Science, Finance
Andrew Werber's Noble Financial Experience June 2013 - August 2013
Job Analyst at LNR Property LLC
Industry Financial Services
Experience
LNR Property LLC January 2014 - Present
Noble Financial June 2013 - August 2013
HC Real Estate Capital May 2012 - August 2012
Skills
Financial Modeling, Analysis, Financial Analysis, Data Analysis, Research, Valuation, Investment Banking, Real Estate, Microsoft Excel, Investments
Education
Florida State University 2009 — 2013
Bachelor of Science, Finance
LNR Property LLC January 2014 - Present
Noble Financial June 2013 - August 2013
HC Real Estate Capital May 2012 - August 2012
Skills
Financial Modeling, Analysis, Financial Analysis, Data Analysis, Research, Valuation, Investment Banking, Real Estate, Microsoft Excel, Investments
Education
Florida State University 2009 — 2013
Bachelor of Science, Finance
Steven T. Gerson, MBA, MSc's Noble Financial Experience February 2014 - October 2014
Job Valuation • Strategy • Forecasting & Modeling • Equity Analysis • Quantitative Analysis • FP&A • Operations
Industry Security and Investigations
Experience
Tyco November 2014 - Present
Florida Atlantic University September 2014 - December 2014
Gemaire Distributors August 2009 - November 2014
Noble Financial February 2014 - October 2014
Cross Country Home Services August 2012 - September 2012
Education
CFA Institute 2015 — 2016
2016 Level III Candidate in the CFA Program
Florida Atlantic University 2012 — 2014
Master of Science (MSc), Economics, Finance Specialization
Florida Atlantic University 2011 — 2013
Master of Business Administration (MBA), International Business
Florida Atlantic University 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General
Tyco November 2014 - Present
Florida Atlantic University September 2014 - December 2014
Gemaire Distributors August 2009 - November 2014
Noble Financial February 2014 - October 2014
Cross Country Home Services August 2012 - September 2012
Education
CFA Institute 2015 — 2016
2016 Level III Candidate in the CFA Program
Florida Atlantic University 2012 — 2014
Master of Science (MSc), Economics, Finance Specialization
Florida Atlantic University 2011 — 2013
Master of Business Administration (MBA), International Business
Florida Atlantic University 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General
Fernando Artaud's Noble Financial Experience September 2007 - Present
Job SVP, Institutional Sales at Noble Financial
Industry Capital Markets
Experience
Noble Financial September 2007 - Present
Education
Indiana University Bloomington 1979 — 1981
Master, Business Admin
Old Dominion University
BS, Accounting
Noble Financial September 2007 - Present
Education
Indiana University Bloomington 1979 — 1981
Master, Business Admin
Old Dominion University
BS, Accounting
Leah Trulock's Noble Financial Experience May 2010 - August 2011
Job Inclusion Specialist at Kidstop
Industry Marketing and Advertising
Experience
In January 2015 - Present
Kidstop May 2013 - Present
St. Cloud State University August 2011 - Present
St. Cloud State University August 2011 - Present
Noble Financial May 2010 - August 2011
Skills
Communication, Customer Service, Hard Working, Problem Solving, Critical Thinking, Social Media
Education
St. Cloud State University 2011 — 2015
working toward BS, Marketing
MACCRAY High School 2007 — 2011
In January 2015 - Present
Kidstop May 2013 - Present
St. Cloud State University August 2011 - Present
St. Cloud State University August 2011 - Present
Noble Financial May 2010 - August 2011
Skills
Communication, Customer Service, Hard Working, Problem Solving, Critical Thinking, Social Media
Education
St. Cloud State University 2011 — 2015
working toward BS, Marketing
MACCRAY High School 2007 — 2011
Fernando Artaud's Noble Financial Experience 2007 - October 2012
Job Lease Consultant at Wireless Capital Partners
Industry Capital Markets
Experience
Wireless Capital Partners September 2012 - Present
Noble Financial 2007 - October 2012
FTN Midwest Securities 2001 - 2007
Skills
Equity Research, Series 7, Equities, Series 63, Securities, Investments, Institutional Sales, Series 24
Education
Indiana University Bloomington 1979 — 1981
Master of Business Administration (MBA)
Old Dominion University 1968 — 1973
Bachelor of Science (BS)
Wireless Capital Partners September 2012 - Present
Noble Financial 2007 - October 2012
FTN Midwest Securities 2001 - 2007
Skills
Equity Research, Series 7, Equities, Series 63, Securities, Investments, Institutional Sales, Series 24
Education
Indiana University Bloomington 1979 — 1981
Master of Business Administration (MBA)
Old Dominion University 1968 — 1973
Bachelor of Science (BS)
Nikola Klimoski's Noble Financial Experience October 2012 - January 2013
Job Lock Desk Coordinator at ResMac, Inc
Industry Financial Services
Experience
ResMac, Inc June 2013 - Present
Home Lending Source January 2013 - June 2013
Noble Financial October 2012 - January 2013
Advocate Law Groups of Florida February 2011 - September 2012
BankAtlantic August 2010 - February 2011
Delta Connection Academy March 2007 - August 2009
Skills
Financial Analysis, Organizational..., Accountability, Team Leadership, Strategic Planning, Consulting, Loans, Mortgage Lending, Investments, Real Estate, Underwriting, Sales, Banking, Credit Analysis, Refinance, Residential Mortgages, Mortgage Banking, Credit, Finance
Education
University of Central Florida 2006 — 2010
Bachelor of Science (BS), Finance, General
ResMac, Inc June 2013 - Present
Home Lending Source January 2013 - June 2013
Noble Financial October 2012 - January 2013
Advocate Law Groups of Florida February 2011 - September 2012
BankAtlantic August 2010 - February 2011
Delta Connection Academy March 2007 - August 2009
Skills
Financial Analysis, Organizational..., Accountability, Team Leadership, Strategic Planning, Consulting, Loans, Mortgage Lending, Investments, Real Estate, Underwriting, Sales, Banking, Credit Analysis, Refinance, Residential Mortgages, Mortgage Banking, Credit, Finance
Education
University of Central Florida 2006 — 2010
Bachelor of Science (BS), Finance, General
Brett DeMarco's Noble Financial Experience February 2009 - Present
Job Head Trader Noble Financial Group at Noble Financial
Industry Capital Markets
Experience
Noble Financial February 2009 - Present
WR Hambrecht + Co January 2007 - January 2009
Fulcrum January 2002 - August 2006
Education
Quinnipiac University 1991 — 1994
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Noble Financial February 2009 - Present
WR Hambrecht + Co January 2007 - January 2009
Fulcrum January 2002 - August 2006
Education
Quinnipiac University 1991 — 1994
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Brandon Guy's Noble Financial Experience March 2013 - September 2013
Job Office Automation Specialist II at Florida Department of Education
Industry Information Technology and Services
Experience
Florida Department of Education September 2013 - Present
Noble Financial March 2013 - September 2013
University of Central Florida November 2011 - May 2012
Skills
SQL, PHP, JavaScript, CSS, HTML, Business Analysis, Windows, Information Technology, Analysis, Microsoft Office, Data Analysis, Microsoft Excel
Education
University of Central Florida 2009 — 2012
Bachelor of Science (BS), Information Technology
Palm Beach Community College 2007 — 2009
Florida Department of Education September 2013 - Present
Noble Financial March 2013 - September 2013
University of Central Florida November 2011 - May 2012
Skills
SQL, PHP, JavaScript, CSS, HTML, Business Analysis, Windows, Information Technology, Analysis, Microsoft Office, Data Analysis, Microsoft Excel
Education
University of Central Florida 2009 — 2012
Bachelor of Science (BS), Information Technology
Palm Beach Community College 2007 — 2009
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY