Olde Company
Olde List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Olde. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Olde Salaries. You can even request information on how much does Olde pay if you want to. Learn about salaries, pros and cons of working for Olde directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
28 Olde employees in database. Find out everything there's to know about Olde employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Olde Employees
Employee
Years
Job
Industry
David Aarvig David Aarvig's Olde Experience June 1995 - May 1999
Job President at Armored Investment Solutions
Industry Financial Services
Experience
Armored Investment Strategies September 2014 - Present
Morgan Stanley Smith Barney November 2007 - September 2014
Merrill Lynch May 1999 - November 2007
Olde June 1995 - May 1999
Education
North Central College 1991 — 1995
Armored Investment Strategies September 2014 - Present
Morgan Stanley Smith Barney November 2007 - September 2014
Merrill Lynch May 1999 - November 2007
Olde June 1995 - May 1999
Education
North Central College 1991 — 1995
Amar Jay Singh Amar Jay Singh's Olde Experience August 1999 - September 2004
Job Entrepreneurial and Global Executive
Industry Executive Office
Experience
TGR Group August 2006 - Present
Biz Mantra Inc January 2010 - Present
Morgan Stanley September 2004 - August 2009
OLDE August 1999 - September 2004
Skills
Private Equity, Recruiting, Investment Banking, Mergers, Strategy, Management, Mergers & Acquisitions, Analytics, Business Development, Consulting, Investments, Business Strategy, Venture Capital, Start-ups, Entrepreneurship, Finance, Management Consulting, Executive Management, Business Planning, Strategic Partnerships, Corporate Development, Due Diligence, Competitive Analysis, Valuation, Corporate Finance
Education
Belmont Abbey College 1989 — 1993
BA Honors, International Relations and Mathematics
University of California, Berkeley 1992 — 1992
Ethics
International School of Paris 1987 — 1988
International Baccalaureate
British School of Paris 1985 — 1987
Mahatma Gandhi Institute 1982 — 1985
Cambridge Foundation 1979 — 1982
TGR Group August 2006 - Present
Biz Mantra Inc January 2010 - Present
Morgan Stanley September 2004 - August 2009
OLDE August 1999 - September 2004
Skills
Private Equity, Recruiting, Investment Banking, Mergers, Strategy, Management, Mergers & Acquisitions, Analytics, Business Development, Consulting, Investments, Business Strategy, Venture Capital, Start-ups, Entrepreneurship, Finance, Management Consulting, Executive Management, Business Planning, Strategic Partnerships, Corporate Development, Due Diligence, Competitive Analysis, Valuation, Corporate Finance
Education
Belmont Abbey College 1989 — 1993
BA Honors, International Relations and Mathematics
University of California, Berkeley 1992 — 1992
Ethics
International School of Paris 1987 — 1988
International Baccalaureate
British School of Paris 1985 — 1987
Mahatma Gandhi Institute 1982 — 1985
Cambridge Foundation 1979 — 1982
Brian Jack Brian Jack's Olde Experience November 1994 - October 1999
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2008 - Present
HRBFA October 1999 - October 2008
Olde November 1994 - October 1999
Education
State University of New York College at Cortland 1989 — 1992
BS, Economics and Management Science
Ameriprise Financial October 2008 - Present
HRBFA October 1999 - October 2008
Olde November 1994 - October 1999
Education
State University of New York College at Cortland 1989 — 1992
BS, Economics and Management Science
Jonathan Jay Berube Jonathan Jay Berube's Olde Experience January 1990 - March 2001
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Financial Services August 2003 - Present
UBS Financial Services May 2001 - August 2003
Olde January 1990 - March 2001
Education
Investment Management Consultants Association 2009 — 2015
Certified Investment Management Analyst (CIMA)
Providence College 1984 — 1988
BS, Management
BMC Durfee High School 1980 — 1984
Business Administration and Management, General
UBS Financial Services August 2003 - Present
UBS Financial Services May 2001 - August 2003
Olde January 1990 - March 2001
Education
Investment Management Consultants Association 2009 — 2015
Certified Investment Management Analyst (CIMA)
Providence College 1984 — 1988
BS, Management
BMC Durfee High School 1980 — 1984
Business Administration and Management, General
Kelly DeBrocky's Olde Experience May 1996 - August 1999
Job Clinical Oncology Specialist at Genentech
Industry Pharmaceuticals
Experience
Genentech March 2014 - Present
Novartis Oncology January 2008 - March 2014
Novartis March 2002 - December 2007
Bristol-Myers Squibb August 1999 - February 2002
OLDE May 1996 - August 1999
Skills
Pharmaceutical Sales, Oncology, Endocrinology, Dermatology, Cardiology, Hematology, Pharmaceutical Industry, Neurology, Managed Care, Neuroscience, Pediatrics
Education
State University of New York College at Oneonta 1992 — 1996
Bachelor of Science, Business Economics Major, Finance Minor
Genentech March 2014 - Present
Novartis Oncology January 2008 - March 2014
Novartis March 2002 - December 2007
Bristol-Myers Squibb August 1999 - February 2002
OLDE May 1996 - August 1999
Skills
Pharmaceutical Sales, Oncology, Endocrinology, Dermatology, Cardiology, Hematology, Pharmaceutical Industry, Neurology, Managed Care, Neuroscience, Pediatrics
Education
State University of New York College at Oneonta 1992 — 1996
Bachelor of Science, Business Economics Major, Finance Minor
DANIEL ALTEN DANIEL ALTEN's Olde Experience 1989 - 1990
Job Registered Representative (7, 215)
Industry Financial Services
Experience
Zenith Education Group April 2008 - Present
Prudential Financial October 2013 - March 2014
Various Companies August 2002 - April 2008
American Express 2001 - 2002
Scottrade May 1991 - November 2001
Olde 1989 - 1990
Skills
Computer Proficiency, Microsoft Excel, Pivot Tables, US GAAP reporting, Financial Analysis, Forecasting, Credit, Financial Risk, Portfolio Management, Analysis, Accounting, Accounts Receivable, Auditing, Budgets, Finance, Loans, Insurance, General Ledger, Strategic Financial..., Financial Planning, Management, Asset Allocation, Microsoft Office, Securities
Education
Everest University-Brandon 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, 3.93
Florida Metropolitan University 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Zenith Education Group April 2008 - Present
Prudential Financial October 2013 - March 2014
Various Companies August 2002 - April 2008
American Express 2001 - 2002
Scottrade May 1991 - November 2001
Olde 1989 - 1990
Skills
Computer Proficiency, Microsoft Excel, Pivot Tables, US GAAP reporting, Financial Analysis, Forecasting, Credit, Financial Risk, Portfolio Management, Analysis, Accounting, Accounts Receivable, Auditing, Budgets, Finance, Loans, Insurance, General Ledger, Strategic Financial..., Financial Planning, Management, Asset Allocation, Microsoft Office, Securities
Education
Everest University-Brandon 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, 3.93
Florida Metropolitan University 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Robert Walter Robert Walter's Olde Experience 1994 - 1998
Job Vice President Business Development at World Equity Group
Industry Financial Services
Experience
World Equity Group 2008 - Present
Regal Securities 1998 - 2008
Olde 1994 - 1998
Skills
Risk Management, Trading, Equities, Investment Advisory, Brokerage, Financial Services, FINRA, Business Development, Hedge Funds, Investments, Financial Advisory, Securities, Series 63, Retirement Planning, Fixed Income, Options, Asset Management, Finance, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Financial Analysis, Series 24, Financial Markets, Mergers & Acquisitions, Trading Systems, Wealth Management, Alternative Investments, Strategic Financial..., Derivatives, Capital Markets, Asset Managment, Equity Trading, Electronic Trading
Education
Northern Illinois University 1992 — 1994
BS, Finance
World Equity Group 2008 - Present
Regal Securities 1998 - 2008
Olde 1994 - 1998
Skills
Risk Management, Trading, Equities, Investment Advisory, Brokerage, Financial Services, FINRA, Business Development, Hedge Funds, Investments, Financial Advisory, Securities, Series 63, Retirement Planning, Fixed Income, Options, Asset Management, Finance, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Financial Analysis, Series 24, Financial Markets, Mergers & Acquisitions, Trading Systems, Wealth Management, Alternative Investments, Strategic Financial..., Derivatives, Capital Markets, Asset Managment, Equity Trading, Electronic Trading
Education
Northern Illinois University 1992 — 1994
BS, Finance
Paul Gabriel Paul Gabriel's Olde Experience 1990 - 1997
Job Regional Wholesaler/ Managed Asset Portfolios LLC.
Industry Financial Services
Experience
Centennial Securities Co., Inc. May 2014 - August 2015
Royal Securities Company September 2009 - May 2014
Oppenheimer & Co. October 2002 - September 2009
Robert W. Baird & Co. July 1997 - October 2002
Olde 1990 - 1997
Dean Witter 1984 - 1987
Education
Ferris State University
BS, Finance and Financial Management Services
Grand Haven Senior High
Henry Haigh...Silvery Lane
Centennial Securities Co., Inc. May 2014 - August 2015
Royal Securities Company September 2009 - May 2014
Oppenheimer & Co. October 2002 - September 2009
Robert W. Baird & Co. July 1997 - October 2002
Olde 1990 - 1997
Dean Witter 1984 - 1987
Education
Ferris State University
BS, Finance and Financial Management Services
Grand Haven Senior High
Henry Haigh...Silvery Lane
Mike Reinschmidt, CEP's Olde Experience January 1995 - March 1997
Job Senior Manager at Accenture
Industry Financial Services
Experience
Accenture September 2001 - Present
Portera March 1999 - July 2001
Hewlett Packard June 1997 - March 1999
Olde January 1995 - March 1997
Skills
SOX, Internal Controls, CEP, Stock, Options, Equities, Administration, Equity Compensation, Compliance, Financial Reporting, Process Improvement, Forecasting, Excel
Education
University of Phoenix 1999 — 2001
MBA
California Polytechnic State University-San Luis Obispo 1993 — 1995
BS, Finance
West Valley College 1990 — 1993
Associate of Science
Accenture September 2001 - Present
Portera March 1999 - July 2001
Hewlett Packard June 1997 - March 1999
Olde January 1995 - March 1997
Skills
SOX, Internal Controls, CEP, Stock, Options, Equities, Administration, Equity Compensation, Compliance, Financial Reporting, Process Improvement, Forecasting, Excel
Education
University of Phoenix 1999 — 2001
MBA
California Polytechnic State University-San Luis Obispo 1993 — 1995
BS, Finance
West Valley College 1990 — 1993
Associate of Science
David Engel David Engel's Olde Experience 1994 - 1997
Job SVP Sales and Marketing at CMT
Industry Computer Hardware
Experience
CMT August 2013 - Present
NetApp April 2001 - July 2013
Alcatel/Genesys 1999 - 2001
Oracle 1997 - 1999
Olde 1994 - 1997
Skills
Storage Virtualization, Storage, Enterprise Storage, Enterprise Software, NAS, Storage Area Networks, Solution Selling, Channel Sales, Storage Solutions, SaaS, VMware, Business Alliances, Virtualization, Channel Partners, Cloud Computing, VDI, Professional Services, Cisco Technologies
Education
University of San Diego 1990 — 1994
BA, Mathematics
University of San Diego 1990 — 1994
BA, Mathematics
CMT August 2013 - Present
NetApp April 2001 - July 2013
Alcatel/Genesys 1999 - 2001
Oracle 1997 - 1999
Olde 1994 - 1997
Skills
Storage Virtualization, Storage, Enterprise Storage, Enterprise Software, NAS, Storage Area Networks, Solution Selling, Channel Sales, Storage Solutions, SaaS, VMware, Business Alliances, Virtualization, Channel Partners, Cloud Computing, VDI, Professional Services, Cisco Technologies
Education
University of San Diego 1990 — 1994
BA, Mathematics
University of San Diego 1990 — 1994
BA, Mathematics
Stefan Borso's Olde Experience 1995 - 1996
Job Asc. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Geneva Trading May 2013 - February 2015
ED&F MAN Capital Markets Ltd January 2013 - April 2013
HTG Capital Partners, LLC April 2006 - May 2012
Breakwater Trading January 2004 - April 2006
Strategic Data and Telecom 1996 - 2004
Olde 1995 - 1996
Skills
Trading, Fixed Income, Proprietary Trading, Market Data, Derivatives, Bonds, Portfolio Management, Options, Hedge Funds, Equities, Electronic Trading, Financial Risk, Financial Markets, Trading Systems, Capital Markets, Equity Derivatives, Bloomberg, Risk Management, Trading Strategies, Securities, Market Risk, Hedging
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Finance
University of Notre Dame - Mendoza College of Business 1991 — 1995
BBA, Finance
Charles Schwab May 2015 - Present
Geneva Trading May 2013 - February 2015
ED&F MAN Capital Markets Ltd January 2013 - April 2013
HTG Capital Partners, LLC April 2006 - May 2012
Breakwater Trading January 2004 - April 2006
Strategic Data and Telecom 1996 - 2004
Olde 1995 - 1996
Skills
Trading, Fixed Income, Proprietary Trading, Market Data, Derivatives, Bonds, Portfolio Management, Options, Hedge Funds, Equities, Electronic Trading, Financial Risk, Financial Markets, Trading Systems, Capital Markets, Equity Derivatives, Bloomberg, Risk Management, Trading Strategies, Securities, Market Risk, Hedging
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Finance
University of Notre Dame - Mendoza College of Business 1991 — 1995
BBA, Finance
Jason L Fettig Jason L Fettig's Olde Experience January 1995 - January 1998
Job President at American Metal Processing Co.
Industry Automotive
Experience
American Metal Processing Co. June 2006 - Present
Amercian Metal Processing Co June 2004 - June 2006
American Metal Processing Co. January 1998 - June 2004
Olde January 1995 - January 1998
Olde March 1993 - January 1995
Skills
Business Development, Lean Management, Lean Operations, Operations Management, Sales Management, Sales, Marketing Strategy, Contract Negotiation, Strategic Negotiations, Executive Management
Education
Wayne State University 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Michigan State University - The Eli Broad Graduate School of Management 1989 — 1993
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
American Metal Processing Co. June 2006 - Present
Amercian Metal Processing Co June 2004 - June 2006
American Metal Processing Co. January 1998 - June 2004
Olde January 1995 - January 1998
Olde March 1993 - January 1995
Skills
Business Development, Lean Management, Lean Operations, Operations Management, Sales Management, Sales, Marketing Strategy, Contract Negotiation, Strategic Negotiations, Executive Management
Education
Wayne State University 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Michigan State University - The Eli Broad Graduate School of Management 1989 — 1993
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Adam Soloff, EA, CFP®'s Olde Experience 1996 - 2006
Job Owner, Soloff Wealth Management Group
Industry Financial Services
Experience
Soloff Wealth Management Group October 2006 - Present
FPA (Financial Planning Association) Philadelphia Tri-State 2006 - 2011
H&R Block Financial Advisors 1996 - 2006
OLDE 1996 - 2006
Skills
Wealth Management, Investments, Estate Planning, Strategic Financial..., Financial Advisory, Investment Advisory, Retirement, Certified Financial..., Financial Planners, Financial Analysis, IRAs, Employee Benefits, Wealth, Financial Planning, Investment Strategies, Wealth Accumulation, Options, Bonds, Securities, Retirement Plan..., Personal Finance, Series 63
Education
Internal Revenue Service 2004 — 2006
EA, Taxation
American College 2001 — 2003
CFP, Financial Planning
Penn State University 1992 — 1996
Soloff Wealth Management Group October 2006 - Present
FPA (Financial Planning Association) Philadelphia Tri-State 2006 - 2011
H&R Block Financial Advisors 1996 - 2006
OLDE 1996 - 2006
Skills
Wealth Management, Investments, Estate Planning, Strategic Financial..., Financial Advisory, Investment Advisory, Retirement, Certified Financial..., Financial Planners, Financial Analysis, IRAs, Employee Benefits, Wealth, Financial Planning, Investment Strategies, Wealth Accumulation, Options, Bonds, Securities, Retirement Plan..., Personal Finance, Series 63
Education
Internal Revenue Service 2004 — 2006
EA, Taxation
American College 2001 — 2003
CFP, Financial Planning
Penn State University 1992 — 1996
Murray Johnson's Olde Experience June 1998 - July 2001
Job Financial Advisor, Entrepreneur
Industry Investment Management
Experience
Luminate Financial Services May 2004 - Present
Johnson Valley Management, LLC December 2005 - Present
Maricopa County Planning & Zoning May 2007 - Present
Maricopa County Department of Transportation May 2006 - May 2007
UBS Financial Services July 2001 - May 2004
OLDE June 1998 - July 2001
Skills
Registered Investment..., Personal Financial..., Investment Management, Financial Services, Health Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Asset Allocation, Asset Management, Stock Market, Stock Management, Group Insurance, Mutual Funds, Investments, Investment Advisory..., Retirement Planning, Retirement Plan..., Retirement Savings, Stocks, Bonds, Municipal Bonds, Managed Futures, Managed Funds, Management, Entrepreneurship, Strategic Financial..., Strategic Planning, Financial Advisory, Leadership, Estate Planning, Securities, Portfolio Management, Real Estate Economics
Education
University of North Texas 2003 — 2004
PDI, Executive CFP Certificate Program
Baylor University 1992 — 1998
BBA, Entrepreneurship
Baylor University - Hankamer School of Business 1992 — 1998
Bachelor of Business Administration, Entrepreneurship
Luminate Financial Services May 2004 - Present
Johnson Valley Management, LLC December 2005 - Present
Maricopa County Planning & Zoning May 2007 - Present
Maricopa County Department of Transportation May 2006 - May 2007
UBS Financial Services July 2001 - May 2004
OLDE June 1998 - July 2001
Skills
Registered Investment..., Personal Financial..., Investment Management, Financial Services, Health Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Asset Allocation, Asset Management, Stock Market, Stock Management, Group Insurance, Mutual Funds, Investments, Investment Advisory..., Retirement Planning, Retirement Plan..., Retirement Savings, Stocks, Bonds, Municipal Bonds, Managed Futures, Managed Funds, Management, Entrepreneurship, Strategic Financial..., Strategic Planning, Financial Advisory, Leadership, Estate Planning, Securities, Portfolio Management, Real Estate Economics
Education
University of North Texas 2003 — 2004
PDI, Executive CFP Certificate Program
Baylor University 1992 — 1998
BBA, Entrepreneurship
Baylor University - Hankamer School of Business 1992 — 1998
Bachelor of Business Administration, Entrepreneurship
Edgar Faler's Olde Experience 1994 - 2001
Job Director, Senior Industry & Valuation Analyst
Industry Market Research
Experience
Ducker Advisory 2005 - Present
Cross Industrial Research 2005 - 2007
OLDE 1994 - 2001
Education
University of Michigan
Ducker Advisory 2005 - Present
Cross Industrial Research 2005 - 2007
OLDE 1994 - 2001
Education
University of Michigan
Martin Bel, CFA's Olde Experience June 1994 - June 1996
Job Vice President/ Senior Investment Consultant at CBIZ
Industry Financial Services
Experience
CBIZ July 2006 - Present
Bank of America January 2005 - June 2006
Charles Schwab January 1999 - December 2004
Charles Schwab January 1997 - December 1998
Standard Bank July 1996 - December 1996
Olde June 1994 - June 1996
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Trading, Strategy
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
Master of Business Administration (M.B.A.)
University of Michigan 1990 — 1994
Bachelors, Economics
Fraser High
CBIZ July 2006 - Present
Bank of America January 2005 - June 2006
Charles Schwab January 1999 - December 2004
Charles Schwab January 1997 - December 1998
Standard Bank July 1996 - December 1996
Olde June 1994 - June 1996
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Trading, Strategy
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
Master of Business Administration (M.B.A.)
University of Michigan 1990 — 1994
Bachelors, Economics
Fraser High
James Zogg's Olde Experience 1995 - 1998
Job Managing Director, Global Head of Trading Operations at Instinet
Industry Financial Services
Experience
Instinet February 2009 - Present
Instinet Corporation June 2008 - February 2009
Instinet June 2007 - June 2008
Instinet April 2006 - June 2007
E*Trade 2002 - 2006
Tradescape 1998 - 2002
Olde 1995 - 1998
Education
University of San Diego 1993 — 1995
Instinet February 2009 - Present
Instinet Corporation June 2008 - February 2009
Instinet June 2007 - June 2008
Instinet April 2006 - June 2007
E*Trade 2002 - 2006
Tradescape 1998 - 2002
Olde 1995 - 1998
Education
University of San Diego 1993 — 1995
Deron Wolfe's Olde Experience September 1994 - February 1996
Job Managing Director at KBW
Industry Financial Services
Experience
Keefe Bruyette & Woods April 2002 - Present
UBS Investment Bank July 1999 - April 2002
KBW February 1996 - July 1999
Olde September 1994 - February 1996
Skills
Capital Markets, Series 63, Series 7, Corporate Finance, Equity Research, Financial Modeling, Hedge Funds
Education
Miami University 1989 — 1993
BA, Economics
Central High School of Philadelphia 1985 — 1989
Keefe Bruyette & Woods April 2002 - Present
UBS Investment Bank July 1999 - April 2002
KBW February 1996 - July 1999
Olde September 1994 - February 1996
Skills
Capital Markets, Series 63, Series 7, Corporate Finance, Equity Research, Financial Modeling, Hedge Funds
Education
Miami University 1989 — 1993
BA, Economics
Central High School of Philadelphia 1985 — 1989
Dimitry Koupriaynov's Olde Experience January 2000 - February 2001
Job Institutional Equity Sales at William Blair & Co., LLC
Industry Investment Banking
Experience
William Blair & Co., LLC March 2001 - Present
OLDE January 2000 - February 2001
Skills
Equity Research, Equities, Series 7, Fixed Income, Capital Markets, Mutual Funds, Asset Management, Series 63, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, Alternative Investments, Financial Markets, Investment Banking, Derivatives, Equity Valuation, Securities, Corporate Finance, Bloomberg, Investments
Education
Capella University 2008 — 2010
MBA, Finance
University of Northern Iowa 1996 — 1998
William Blair & Co., LLC March 2001 - Present
OLDE January 2000 - February 2001
Skills
Equity Research, Equities, Series 7, Fixed Income, Capital Markets, Mutual Funds, Asset Management, Series 63, Portfolio Management, Valuation, Financial Modeling, Hedge Funds, Alternative Investments, Financial Markets, Investment Banking, Derivatives, Equity Valuation, Securities, Corporate Finance, Bloomberg, Investments
Education
Capella University 2008 — 2010
MBA, Finance
University of Northern Iowa 1996 — 1998
Keith Mulkern's Olde Experience January 1999 - May 2000
Job VP at Aquaknot Pools, Inc.
Industry Construction
Experience
Aquaknot Pools, Inc. 2000 - Present
APSP Finance Committee May 2014 - June 2015
Olde January 1999 - May 2000
Salomon Smith Barney May 1998 - September 1998
Skills
Internal Controls, Accounts Receivable, Accounts Payable, Portfolio Management, Finance, Construction Management, Customer Service, Investments, Financial Statements, Construction, Operations Management
Education
Bentley University 1994 — 1998
Bachelor of Science (B.S.), Finance
Aquaknot Pools, Inc. 2000 - Present
APSP Finance Committee May 2014 - June 2015
Olde January 1999 - May 2000
Salomon Smith Barney May 1998 - September 1998
Skills
Internal Controls, Accounts Receivable, Accounts Payable, Portfolio Management, Finance, Construction Management, Customer Service, Investments, Financial Statements, Construction, Operations Management
Education
Bentley University 1994 — 1998
Bachelor of Science (B.S.), Finance
David Santilli's Olde Experience 1984 - 1984
Job broker at discount commodity house
Industry Financial Services
Experience
discount commodity house 2008 - Present
Lind-Waldock 1986 - 2008
olde 1984 - 1984
Skills
Managed Futures, Commodity, Options, Trading, Hedging, Proprietary Trading, Trading Strategies, Electronic Trading, Derivatives, Trading Systems, Commodity Markets, Technical Analysis, Financial Markets, Investments, FX Options
Education
Red Rocks Community College 1992 — 1994
discount commodity house 2008 - Present
Lind-Waldock 1986 - 2008
olde 1984 - 1984
Skills
Managed Futures, Commodity, Options, Trading, Hedging, Proprietary Trading, Trading Strategies, Electronic Trading, Derivatives, Trading Systems, Commodity Markets, Technical Analysis, Financial Markets, Investments, FX Options
Education
Red Rocks Community College 1992 — 1994
Jeremy Kitamura's Olde Experience February 1992 - December 1999
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial October 2008 - Present
HRBFA December 1999 - October 2008
Olde February 1992 - December 1999
Education
Arizona State University 1986 — 1990
Bachelor of Science (B.S.)
Ameriprise Financial October 2008 - Present
HRBFA December 1999 - October 2008
Olde February 1992 - December 1999
Education
Arizona State University 1986 — 1990
Bachelor of Science (B.S.)
Jonathan Harbach's Olde Experience January 1994 - January 1997
Job Senior Account Executive at Empirasign Strategies, LLC
Industry Financial Services
Experience
Empirasign Strategies, LLC December 2014 - Present
Lewtan June 2011 - October 2014
Beacon Capital Markets January 2007 - July 2010
Beacon Capital Strategies August 2007 - March 2010
Beacon Capital Markets, LLC August 2008 - February 2010
Ross Common Corp January 2001 - January 2007
Morgan Stanley January 2000 - January 2001
Olde Discount Corp January 1997 - January 2000
Olde January 1994 - January 1997
Mclaughlin, Piven January 1991 - January 1994
Skills
Fixed Income, Loans, Credit, Bonds, Series 7, Mortgage backed..., Hedge Funds, Capital Markets, Finance
Education
Bentley University 1988 — 1991
Bachelor of Science, Business Communications
Bentley University 1987 — 1991
BS, Business Communication
Empirasign Strategies, LLC December 2014 - Present
Lewtan June 2011 - October 2014
Beacon Capital Markets January 2007 - July 2010
Beacon Capital Strategies August 2007 - March 2010
Beacon Capital Markets, LLC August 2008 - February 2010
Ross Common Corp January 2001 - January 2007
Morgan Stanley January 2000 - January 2001
Olde Discount Corp January 1997 - January 2000
Olde January 1994 - January 1997
Mclaughlin, Piven January 1991 - January 1994
Skills
Fixed Income, Loans, Credit, Bonds, Series 7, Mortgage backed..., Hedge Funds, Capital Markets, Finance
Education
Bentley University 1988 — 1991
Bachelor of Science, Business Communications
Bentley University 1987 — 1991
BS, Business Communication
Frank Longman, CMT's Olde Experience 1994 - 1997
Job Managing Director/Trading Strategies
Industry Investment Management
Experience
Brean Capital May 2010 - Present
Timberline Capital Partners January 2006 - December 2008
Trellus Management Company January 2002 - March 2005
SWS 1998 - 2001
Olde 1994 - 1997
Skills
Portfolio Management, Trading, Securities, Marketing Strategy, ETFs, Equities, Hedge Funds, Investments, Alternative Investments, Asset Management, Bloomberg, Equity Research, Financial Analysis, Options, Equity Trading, Capital Markets
Education
Fordham University 1987 — 1991
Economics and English Literature
Brean Capital May 2010 - Present
Timberline Capital Partners January 2006 - December 2008
Trellus Management Company January 2002 - March 2005
SWS 1998 - 2001
Olde 1994 - 1997
Skills
Portfolio Management, Trading, Securities, Marketing Strategy, ETFs, Equities, Hedge Funds, Investments, Alternative Investments, Asset Management, Bloomberg, Equity Research, Financial Analysis, Options, Equity Trading, Capital Markets
Education
Fordham University 1987 — 1991
Economics and English Literature
Ande Creekmore, CFP®, CRPC®'s Olde Experience 1990 - 1998
Job First VP Investments / Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2003 - Present
Wachovia Securities, LLC 1998 - 2003
OLDE 1990 - 1998
Skills
Wealth Management, Investments, Retirement, Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Fixed Annuities, Estate Planning, Mutual Funds, Insurance, Strategic Financial..., CRPC, Certified Financial..., Market Risk
Education
University of North Carolina at Wilmington 1984 — 1986
BA, Communications
Wingate University 1982 — 1984
Janney Montgomery Scott LLC June 2003 - Present
Wachovia Securities, LLC 1998 - 2003
OLDE 1990 - 1998
Skills
Wealth Management, Investments, Retirement, Series 7, Retirement Planning, Asset Allocation, Investment Advisory, Fixed Annuities, Estate Planning, Mutual Funds, Insurance, Strategic Financial..., CRPC, Certified Financial..., Market Risk
Education
University of North Carolina at Wilmington 1984 — 1986
BA, Communications
Wingate University 1982 — 1984
Tom Hirsch, CFP®'s Olde Experience 1994 - 1998
Job Manager Vanguard Brokerage Services
Industry Financial Services
Experience
Vanguard October 2000 - Present
Jackson National Life 1998 - 2000
Olde 1994 - 1998
AG Edwards 1992 - 1994
Education
Clemson University 1986 — 1990
B.S., Marketing
Clemson University - College of Business and Behavioral Science 1986 — 1990
B.S., Marketing
SJB
University of North Carolina at Charlotte - Belk College of Business
Vanguard October 2000 - Present
Jackson National Life 1998 - 2000
Olde 1994 - 1998
AG Edwards 1992 - 1994
Education
Clemson University 1986 — 1990
B.S., Marketing
Clemson University - College of Business and Behavioral Science 1986 — 1990
B.S., Marketing
SJB
University of North Carolina at Charlotte - Belk College of Business
Pete VanVliet's Olde Experience 1994 - 1996
Job Sales Manager at KOF Handyman Services, LLC
Industry Construction
Experience
KOF HANDYMAN SERVICES LLC February 2013 - Present
TJL Contracting August 2011 - February 2013
OHM/United/Evans Restoration July 2005 - April 2010
Olde 1994 - 1996
Education
Central Michigan University 1989 — 1993
BSBA, General Business
Siena Heights University
KOF HANDYMAN SERVICES LLC February 2013 - Present
TJL Contracting August 2011 - February 2013
OHM/United/Evans Restoration July 2005 - April 2010
Olde 1994 - 1996
Education
Central Michigan University 1989 — 1993
BSBA, General Business
Siena Heights University