Olympia Capital Markets Group
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Olympia Capital Markets Group Employees
Regal Securities, Inc. October 2013 - September 2014
Blackbook Capital May 2013 - September 2013
Olympia Capital Markets Group February 2012 - May 2013
Skills
Microsoft Office, Financial Analysis, SAS, Research, SQL, Microsoft Excel, Excel, Data Analysis, Market Research, Portfolio Management, Statistics, Dreamweaver, HTML, Customer Service, Hedge Funds, Valuation, Sales, Financial Modeling, Marketing, Risk Management, Finance, Options, Budgets, Quantitative Analytics, Series 63, ETFs, Analysis, Account Management, Securities, Leadership, Public Speaking, Investments, Asset Allocation, Economics, Social Media Marketing, Asset Management, Mutual Funds, Corporate Finance, Quantitative Analysis, Diamonds, Precious Metals
Education
University of Georgia - Terry College of Business 2007 — 2011
BlackRock September 2012 - Present
Rosecliff Capital May 2012 - August 2012
OppenheimerFunds September 2010 - May 2012
S&P Capital IQ April 2009 - September 2010
Olympia Capital Markets Group June 2006 - May 2009
UBS Wealth Management December 2005 - June 2006
Bank of New York Mellon December 2004 - December 2005
Skills
Series 63, Series 7, Mutual Funds, ETFs, Equities, Series 24, Series 65, Equity Research, Financial Modeling, Investment Management, Investment Banking, Fixed Income, Investments, Structured Finance, Bloomberg, Finance
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA
Fairfield University 1999 — 2003
BA, Economics
Ramapo High School 1995 — 1999
Investment Banking Institute - NYC 2008 — 2009
IB Certificate, Investment Banking
National Securities Corporation January 2010 - Present
Olympia Capital Markets Group October 2008 - February 2011
C&S Wholesale Grocers January 2007 - February 2009
Skills
Understanding Market..., Creativity, Team Leadership, Teamwork, Marketing Research, Outdoor Advertising, Persistence, Leadership, Equities, Fixed Income, Management
Education
Saint Joseph's University 2003 — 2007
Bachelors, Food Marketing/ Business/ Spanish
Saint Joseph's University 2002 — 2007
Food Marketing- Bachelors, food industry
Merrill Lynch April 2013 - Present
Olympia Capital Markets Group February 2013 - April 2013
ING Financial Partners September 2011 - August 2012
Skills
Series 7, Financial Analysis, Retirement Planning, Fixed Annuities, Investment Advisory, Microsoft Office, PowerPoint, 401k, Investment Strategies, Mutual Funds, Asset Allocation, Series 66, Uniform Combined State..., Series 63, Securities, Leadership, Hedge Funds, FINRA, Equities, Bonds, Bloomberg, Fixed Income, Investments, Client Relations
Education
Rutgers University-New Brunswick 2008 — 2010
BS, Environmental and Business Economics
Governor Livingston High School 2001 — 2005
StormHarbour Securities 2013 - Present
Sidoti & Company, LLC 2012 - 2013
Dominion Capital 2011 - 2012
SAMUEL A RAMIREZ & CO., INC 2010 - 2011
Olympia Capital Markets Group 2008 - 2010
Putnam Investments November 2006 - December 2007
Skills
Trading, Equities, Bloomberg Terminal, Capital Markets, Corporate Finance, Structured Products, Mutual Funds, Fixed Income, Investment Banking, Portfolio Management, Investments, Lead Generation, Equity Trading, Boxing, Wealth Management, Relationship Management, MBS, Financial Services, Securities, Hedge Funds, Options, Commodity
Education
University of Massachusetts at Lowell 2006 — 2008
Manning School of Business, Bachelor's of Science
University of Tennessee-Knoxville 2003 — 2006
Finance, General
St. John's Prep
New York Life Insurance Company November 2011 - Present
Olympia Capital Markets Group 2010 - 2010
Education
Trinity College, Dublin
Economics, Honours
Trinity College, Dublin
Economics, Honours
Supergigantic February 2013 - January 2015
Birds Eye Board Shop October 2009 - February 2014
Olympia Capital Markets Group February 2005 - December 2011
U.S. Bank August 2003 - September 2004
Xcel Energy January 2002 - January 2003
Skills
Entrepreneurship, New Business Launch, Executive Management, Investor Relations, Business Management, Strategic Planning, Brand Development, Multi-channel Retail, Operations Management, E-commerce, Production Management, Vendor Management, Logistics Management, Process Improvement, Product Development, Project Management, New Business Development, Website Development, Website Management, Web Project Management, Email Marketing, Blog Marketing, Social Marketing, Web Analytics, Photoshop, SEM, Sales Presentations, SEO, Social Media Marketing, Portfolio Management, Retail Buying, Fulfillment Management, Financial Analysis, Forecasting, Financial Services, Competitive Analysis, Market Analysis, Budgets, Digital Marketing, CRM, Search Engine Submission, Google Webmaster Tools, Google Analytics, Google Adwords, Shopify, Wordpress
Education
University of Colorado at Denver
Master of Business Administration (MBA), Investment Management
Western State Colorado University
Bachelor of Arts (BA), Business Administration
Dominican Ministries, Inc. 2012 - Present
RE Wealth Advisors January 2015 - May 2015
Olympia Capital Markets Group 2012 - 2012
First Midwest Securities, Inc 2010 - 2010
John Thomas Financial 2009 - 2010
Ohio National Financial Services 2004 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Skills
Management, Sales, Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, Real Estate Investments, Strategic Investment, Commodities, Public Speaking, Entrepreneurship, Marketing, Customer Service, Social Media Marketing, Investments, Social Media, Marketing Strategy, Portfolio Management, Public Relations, Finance, Social Networking, Financial Analysis, Sales Management, Team Building, Investment Banking, Equities, Asset Management
Education
Victory Bible College
Doctor of Christian Counseling, Marriage and Family Therapy/Counseling
Victory Bible College
Master's Degree, Divinity/Ministry
Ohio University
Bachelor's Degree, Business Administration and Management, General
Ohio University
Associate's Degree, Social Sciences
Wells Fargo Advisors, LLC May 2013 - Present
Olympia Capital Markets Group June 2012 - February 2013
P. Schoenfeld Asset Management (PSAM) June 2011 - August 2011
Skills
Mutual Funds, Securities, Equities, 401k Rollovers, IRAs, 401k, Fixed Income
Education
Gettysburg College
Bachelor of Arts (B.A.), Finance, Organizational Management
West Islip High School
Worden Capital Management March 2009 - Present
Olympia Capital Markets Group October 2003 - March 2009
Skills
Series 7, Series 63, Series 24, Investments, Equities, Securities, Asset Management, Mutual Funds, Alternative Investments, Portfolio Management, Management, Fixed Income, Hedge Funds
Education
Marist College 1999 — 2003
BA, Business Finance
Centaur January 2015 - Present
Kaufman Rossin Fund Services May 2013 - October 2014
Admiral Administration Ltd December 2010 - April 2013
Olympia Capital Markets Group March 2009 - September 2010
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Capital Markets, Portfolio Management, Fund Of Funds, Trading, Asset Management, Finance, Funding, Valuation, Start-ups, Equities, Mutual Funds
Education
Hobart and William Smith Colleges 2004 — 2008
BA
Olympia Capital Markets Group March 2013 - Present
Investors Capital January 2013 - Present
John Thomas Financial 2012 - 2012
New York Life Insurance Company August 2011 - December 2011
Anne Seggerman January 2010 - December 2011
Skills
Hold Series 7, Series 63, Life & Health Insurance..., CFA candidate
Education
Sacred Heart University 2006 — 2010
Bio-Premed
JPMorgan Chase Bank, N.A. April 2014 - Present
Cyrus JM Inc. April 2013 - April 2014
Olympia Capital Markets Group September 2012 - February 2013
John Thomas Financial January 2012 - September 2012
USA for UNHCR July 2011 - November 2011
Education
SUNY at Buffalo
B.A., Mental Health
The Hellenic Initiative 2013 - Present
Cabot Lodge 2012 - 2012
Olympia Capital Markets Group June 2011 - December 2011
Sidar Global Advisors November 2010 - May 2011
Citizens Bank October 2009 - October 2010
Skills
Business Development, Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Financial Analysis, Finance, Customer Service, French, Accounting, Series 7, Research, Private Equity, Accounts Payable, Series 63, Sales, Financial Modeling, Investment Advisory, Economics
Education
Fairfield University 2005 — 2009
Bachelor's of Science, International Business/Studies
Rouen Business School 2007 — 2008
Business
Center for Hellenic and Mediterranean Studies, DIKEMES
Northwestern Mutual May 2012 - Present
Olympia Capital Markets Group March 2012 - May 2012
St. Matthews Medical School April 2010 - October 2011
Jeff Barker Productions June 2009 - September 2009
Giuliani Partners LLC June 2008 - September 2008
Education
Franklin & Marshall College 2005 — 2009
Bachelors of Sciences, Neuroscience
North Shore-LIJ Health System January 2013 - Present
North Shore-LIJ Health System August 2012 - January 2013
Olympia Capital Markets Group October 2010 - October 2012
Louise Paris Ltd. June 2008 - October 2010
Skills
Microsoft Office, Series 7, Outlook, Microsoft Excel
Education
Manhattan College 2004 — 2008
Contractor, Zest Finance Inc January 2015 - Present
Olympia Capital Markets Group September 2010 - April 2011
Nollenberger Capital July 2006 - December 2007
Brean Murray, Carret & Co. March 2005 - December 2005
First Albany Capital May 2003 - February 2005
CIBC World Markets (formerly Oppenheimer & Co,) 1998 - 2003
Oppenheimer & Co. September 1995 - December 1997
Skills
Equity Research, Equities, Series 7, Hedge Funds, Capital Markets, Equity Valuation, Series 63, Valuation, Investment Banking, Financial Modeling, Portfolio Management, Investments, Trading, Equity Trading, Bloomberg, Corporate Finance, Securities, Due Diligence, Financial Analysis, Asset Allocation, Investment Strategies, Chartered Financial..., Finance, Alternative Investments
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Finance, General
Christian Brothers Academy
WisdomTree Asset Management 2010 - Present
Olympia Capital Markets Group 2009 - 2010
Cygnus Atratus, LLC 2007 - 2008
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
Finance
University of Notre Dame 2003 — 2007
Finance, Finance, accounting, economics, statistics
Chaminade High School 1999 — 2003
Merrill Lynch January 2014 - Present
L.E.S. Trading Group September 2012 - December 2013
Hess Corporation August 2013 - September 2013
Olympia Capital Markets Group March 2012 - September 2012
Skills
Investments, SAS, Trading, Financial Modeling, Portfolio Management, Financial Analysis, Mutual Funds, Valuation, Asset Management, Strategic Financial..., Retirement Planning, Corporate Finance, Financial Advisory, Customer Service, Finance
Education
Kent State University 2010 — 2011
M.A., Economics
Rutgers University 2009 — 2010
Mathematics, Computer Science
Kent State University 2004 — 2009
B.S, Economics, Finance
FlatRate Moving June 2014 - Present
Raaziq Real Estate LLC July 2013 - June 2014
Olympia Capital Markets Group February 2013 - July 2013
Mission Markets Inc. October 2012 - January 2013
Clothing unlimited October 2009 - June 2012
Skills
Public Speaking, Economics, Management, Teaching, Strategy, Public Relations, Event Management, Leadership, Social Media, Property Management, Real Estate, Teamwork, Microsoft Office, Curriculum Design, Non-profits, Higher Education, Business Strategy, Microsoft Excel, PowerPoint, Commercial Real Estate, Nonprofits, Fundraising, Time Management, Community Development
Education
The New School of Public engagement 2012 — 2014
Master's degree, International affairs
London School of Economics and Political Science 2006 — 2009
Bachelor's degree, Economics, higher second division
Monson Paper LLC March 2011 - Present
BNY Mellon September 2010 - March 2011
Olympia Capital Markets Group June 2010 - August 2010
Skills
Corporate Finance, Annual Reports, Budgets, Customer Service, Bookkeeping, Research, Forecasting, Trend Analysis, Project Management, Microsoft Office, Market Research, Paper Industry, Brand Development, Supply Management, Pulp, Supervisory Skills, Accounts Payable, Business Planning, Management, Sales Management, Strategy, Team Building, Start-ups
Education
Southern New Hampshire University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management
Marymount Manhattan College 2006 — 2010
Bachelor's Degree, Business administration, finance and investing
TD Bank Group September 2010 - Present
Wells Fargo April 2009 - September 2010
Olympia Capital Markets Group May 2007 - April 2009
Wachovia Bank April 2004 - May 2007
Skills
RMA Commercial Credit..., Small Business Lending, Relationship Management, Banking, Commercial Lending, Salesforce.com, New Business Development, Portfolio Management, Sales, Remote Deposit Capture, ACH, Lines Of Credit, Commercial Real Estate, Series 63, Commercial Banking, Wealth Management, Mutual Funds, Small Business, Consumer Lending, Loans
Education
Post University
Bachelor of Business Administration (BBA), Management
Morgan Stanley July 2014 - Present
Papamarkou Wellner Asset Management October 2011 - July 2014
Olympia Capital Markets Group 2007 - 2011
Education
Colgate University 2003 — 2007
Bachelor of Science (BS)
Chaminade High School 1999 — 2003