Experience
Oppenheimer & Co. Inc.   November 2005 - Present
Salomon Smith Barney/Citigroup Global Markets   October 1994 - November 2005
Kidder, Peabody & Co.   July 1983 - October 1994

Skills
Investments, Investment Strategies, Securities, Stock Due Diligence

Education
UCLA Anderson School of Management   1981 — 1983
Master of Business Administration (MBA)

California State University-Northridge   1978 — 1980
Bachelor of Science (BS), Business Administration and Management, General

Experience
Oppenheimer & Co. Inc.   May 2014 - Present
Jersey Mike's Subs  August 2012 - December 2013
Applebee’s  September 2009 - May 2012
DataTel Communications  January 2005 - January 2009
Applebee's  2003 - 2004

Skills
Technical Support, Networking, Remote Troubleshooting, System Testing, POS, Storage Area Networks, Network Printers, Proprietary Software, Credit Card Processing..., Ticketing Software, Technical Documentation, Software Documentation, Software Installation, Customer Service, Troubleshooting, Hardware, Routers, Microsoft Exchange

Education
Brookdale Community College   2010 — 2015
A.A.S, Network Information Technology, 3.6

Experience
Fitch Ratings  June 2015 - August 2015
AXA Advisors  February 2015 - May 2015
Oppenheimer & Co. Inc.   June 2014 - August 2014
Morgen Evan Advisory Services, Ltd.   March 2014 - May 2014
Rule Financial, Ltd./PENCIL Fellows Program   July 2012 - August 2012
Citi  July 2011 - August 2011
Leafstone Staffing Service   July 2010 - August 2010

Skills
Accounting, Microsoft Excel, PowerPoint, Outlook, Management, Windows & Mac operating..., Financial Analysis, Lync, Data Analysis, Financial Accounting, Public Speaking, Access, Financial Reporting, Time Management, Microsoft Word, Research, Microsoft Office, Analysis, QuickBooks, MS Word, MS Power Point, MS Excel, MS Outlook, MS Communicator, MS Lync, Taleo Systems, Thomson Reuters Eikon..., Bloomberg Professional, Bloomberg, Finance, Leadership, Teamwork, Valuation, Investments, Equities, Portfolio Management, Financial Services, Investment Banking, Mergers & Acquisitions, Banking, Corporate Finance, Social Media, Team Leadership, Mutual Funds, Economics

Education
Baruch College   2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Investments, Cumulative GPA: 3.88/4.0

Experience
Oppenheimer & Co. Inc.   May 2015 - Present
Advanced Cell Diagnostics  January 2015 - May 2015
University of California, San Francisco  July 2010 - January 2015
Oxbridge Biotech Roundtable  March 2014 - December 2014

Skills
Molecular Biology, Pharmacology, Biochemistry, Cell Biology, Neuroscience, Cell Culture, Animal Models, Drug Discovery, Toxicology, Confocal Microscopy, Laboratory, In Vivo, Immunohistochemistry, Enzyme Kinetics, Inflammation, Fluorescence Microscopy, In Vitro, Pain, Analytical Chemistry

Education
Keck Graduate Institute   2014 — 2014
Intensive Summer Course

University of California, Irvine   2005 — 2010
Ph.D., Pharmacology and Toxicology

California State Polytechnic University-Pomona   2000 — 2005
B.Sc., Chemical Engineering

Experience
Gen II Fund Services, LLC  April 2015 - Present
Gemini Fund Services  September 2014 - April 2015
BNY Mellon  November 2012 - September 2014
Oppenheimer & Co. Inc.   September 2008 - November 2012
FY Product Inc.   December 2007 - September 2008

Skills
Bloomberg, Corporate Actions, Settlement, Bonds, Accounts Payable, General Ledger, Equities, Fixed Income, Mutual Funds, Alternative Investments, Securities, Investments, Mainframe, BNY Mellon's INFORM, DTC, Fund Of Funds, Account Reconciliation

Education
City University of New York-Baruch College - Zicklin School of Business   2004 — 2008
BBA

Experience
Conifer Financial Services  September 2014 - Present
Oppenheimer & Co. Inc.   June 2013 - August 2013
Willette & Associates   January 2010 - January 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English

Education
Capital College, Pennsylvania State University   2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

The Pennsylvania State University: Smeal College of Business
Bachelor of Science, Finance

Experience
State Street  May 2015 - Present
Oppenheimer & Co. Inc.   June 2014 - August 2014
AXA Advisors  June 2013 - August 2013
Activalores Sociedad de Corretaje de Valores, S.A.   May 2012 - July 2012
Robin Hood Camp  July 2008 - August 2008

Skills
Financial Analysis, Equities, Valuation, Capital Markets, PowerPoint, Microsoft Word, Excel, Factset, Capital IQ, Bloomberg, Tennis, Debate, Public Speaking, Microsoft Excel

Education
Bentley University   2011 — 2014
Bachelor of Science, Economics-Finance and International Relations

Nanyang Technological University   2013 — 2013
Economics

Experience
Oppenheimer & Co. Inc.   January 2015 - Present
Oppenheimer & Co. Inc.   September 2014 - January 2015
BNP Paribas  September 2010 - July 2014
Merrill Lynch  May 2007 - September 2010
Lehman Brothers  June 2005 - January 2007
Morgan Stanley  December 2003 - June 2005
Goldman Sachs  April 1999 - December 2003
Goldman Sachs  May 1993 - April 1999

Skills
Capital Markets, Risk Management, Banking, Financial Regulation, Investment Banking, FINRA, Corporate Finance, Financial Services, Structured Finance, Back Office, Financial Institutions, Mergers, Finance, Financial Markets, Fixed Income, Equities, Derivatives, AML, KYC, Operational Risk, Securities, Anti Money Laundering, OFAC

Education
Brooklyn College

Experience
Oppenheimer & Co. Inc.   February 2010 - Present

Education
Arizona State University   1973 — 1976
Doctor of Philosophy (Ph.D.), Educational Technology

University of Illinois at Urbana-Champaign
Bachelor's degree; Masters Degree, English and Education

Experience
Oppenheimer & Co. Inc.   August 2015 - Present
Casulin   June 2015 - Present
Post Office Square LLC   June 2013 - Present
HSBC  June 2014 - August 2014
LBW Real Estate Holdings LLC   June 2013 - June 2014

Skills
Finance, Real Estate, Financial Analysis, Negotiation, Marketing, Commercial Real Estate, Music Industry, Microsoft Office, Investment Properties, Bloomberg, Bloomberg Terminal, Licensing, Project Management, Social Media

Education
Baruch College, City University of New York (CUNY)   2015 — 2016
Bachelor of Business Administration (BBA), Real Estate and Metropolitan Development

James Madison University   2011 — 2014
Bachelor of Science (B.S.), Financial Economics

Experience
National Life Group  June 2013 - Present
Euro FX2009   January 2009 - June 2013
Sterling Lending Group   January 2001 - January 2008
Cheshire Distributors,Inc.   January 1999 - January 2001
Prudential Securities  January 1995 - January 1999
Paine Webber Inc  January 1992 - January 1995
Merrill Lynch International  January 1991 - January 1992
Oppenheimer & Co. Inc.   January 1989 - January 1991
Merrill Lynch  January 1987 - January 1989

Skills
Excellent understanding..., Equities, Bloomberg, Fixed Income, Trading, Banking, Mergers, Mutual Funds, FX trading, FX Options, Financial Services, Securities, Loans

Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance, General

Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), International Finance

Experience
Oppenheimer & Co. Inc.   June 2014 - Present
Northwestern Mutual  May 2013 - August 2013
Campaign Financial Services  January 2013 - May 2013
United States Senate  June 2012 - August 2012
Capital Financial Planning  May 2012 - June 2012

Education
American University   2013 — 2013
Global Economics and International Business

St. Lawrence University
Bachelor of Science (B.S.), Economics and Political Science

Experience
Oppenheimer & Co. Inc.   February 2014 - Present
J.P. Morgan   January 2013 - February 2014
Morgan Stanley  December 2007 - January 2013
Stifel Financial Corp  June 2004 - December 2007
Prudential Securities  February 1998 - June 2004
Merrill Lynch  August 1993 - March 1998

Education
Bloomsburg University of Pennsylvania   1987 — 1991
Bachelor of Arts, Economics and Computer Science

Experience
Greer Laboratories  March 2015 - Present
Eisai  December 2013 - February 2015
GSK  January 2007 - January 2011
GSK  March 2000 - January 2007
Cantor Fitzgerald  November 1997 - February 2000
Oppenheimer & Co. Inc.   February 1997 - March 1997

Skills
Pharmaceutical Sales, Pharmaceutical Industry, Product Launch, Sales Effectiveness, Strategic Planning, Marketing, Sales Operations, Account Management, Healthcare, Sales Process, Vendor Contracts, Sales Presentations, Microsoft Excel, Key Account Management, Market Planning, Cardiology, Sales, Marketing Strategy, Teamwork, Competitive Analysis, New Business Development, Cross-functional Team..., Leadership, Management, Microsoft Office, Customer Service, Sales Management

Education
The George Washington University Law School   1991 — 1994
Doctor of Law (JD), Law

Arizona State University   1986 — 1991
Bachelor of Science (BS), Finance, General

Experience
Oppenheimer & Co. Inc.   June 2015 - August 2015
Gain Street   September 2014 - February 2015
Cushing & Dolan, P.C.   July 2014 - August 2014
American Patent Agency   July 2014 - August 2014
MGM Capital Investments, LLC.   July 2014 - August 2014
Micah Conference   June 2013 - June 2014

Skills
Business Networking, Sales, Microsoft Word, Microsoft Excel

Education
Brandeis University   2014 — 2018
Bachelor's Degree, Business and Economics, Freshman

Experience
PwC  July 2015 - Present
Discover Financial Services  July 2015 - Present
iKhan & Co. Advisory Services, Inc.   July 2012 - Present
Oppenheimer & Co. Inc.   April 2015 - July 2015
Gibraltar Private Bank & Trust  February 2015 - April 2015
JPMorgan Chase & Co.   May 2014 - February 2015
Citi  July 2013 - September 2013
Citi  March 2012 - July 2012
HSBC  March 2011 - December 2011
Citi  October 2010 - March 2011

Skills
Microsoft Office, Word, Excel, PowerPoint, Outlook Express, Microsoft Excel, Risk Management, Financial Institutions, Hedge Funds, Project Management, Certified Fraud Examiner, AML, Bank Secrecy Act, USA PATRIOT Act, Due Diligence, Fraud, KYC, Financial Services

Education
City University of New York School of Law
Doctor of Law (J.D.), Corporate Business Law

NYU School of Professional Studies   2015 — 2015
Certificates in both Corporate Compliance & Ethics and U.S. Law & Methodologies

Cornell University - Johnson Graduate School of Management
Executive Leadership Certificate- Leadership & Strategic Project Management

Mercy College
Bachelor of Science (B.S.), Honours in Business Administration, Specialized in International Business.

Experience
Oppenheimer & Co. Inc.   April 2012 - Present
UBS  April 2006 - May 2012
Smith Barney  December 1998 - April 2006
Merrill Lynch  July 1994 - December 1998

Skills
Investments, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Risk Management..., Retirement-Plan...

Education
Benedictine University   1992 — 1994
MBA, Finance, Organizational Development

Elmhurst College   1988 — 1992
B.S., Marketing, Finance

Driscoll Catholic High School

Experience
Century Insurance & Co   November 2007 - May 2015
Correspondent Lender, UNL Mortgage   February 2005 - December 2007
CW Design  January 1999 - December 2005
Avon Products  January 1996 - April 1998
Oppenheimer & Co. Inc.   September 1995 - December 1996

Skills
Insurance, Management, Sales, Negotiation, Team Building, Customer Service, Investment Properties, Selling, Strategy, Marketing, Small Business, Time Management, Advertising, Property & Casualty..., Investments, Strategic Planning, Marketing Strategy, Real Estate, Compliance, Furiously Competitive, Reliable, Building Relationships, Interpersonal Skills, Insurance Planning, Disciplined, Inspire Customer..., Communicate Effectively, Enthusiastic, Confident, Coaching, Problem Solving, New Business Development, Sales Management, Customer Relations, Account Management, Start-ups, Risk Management, Management Consulting, Mentoring, Administration, Team Leadership, Operations Management, Sales Operations

Education
University of Miami   2015 — 2017
BA in Economics, Business/Managerial Economics, N/A

Indian River State College   2014 — 2015
Associates in Liberal Arts, Business Administration, Economics, B

Bergen Community College   1997 — 2001
AAS in Graphic Design, Graphics Design, 3.8

North Bergen High School   1989 — 1993
High School Diploma, College Prep, B

Experience
B+B Capital   December 2014 - Present
Lion Ventures   June 2013 - September 2014
Oppenheimer & Co. Inc.   June 2014 - August 2014
UBS  January 2013 - May 2013
Brody, Benard & Branch LLP   January 2011 - May 2011

Skills
Real Estate Transactions, Real Estate Development, Venture Financing, Microsoft Office, Investments, Financial Analysis, Microsoft Word, Research, Asset Dispositions

Education
Binghamton University   2012 — 2014
Bachelor of Science, Management, Financial Engineering

New York Institute of Technology-Old Westbury   2010 — 2012

Experience
Oppenheimer & Co. Inc.   May 2014 - August 2014
Morgen, Evan & Company   March 2014 - May 2014
J.P. Morgan   November 2013 - November 2013
Barclays Investment Bank  November 2013 - November 2013
KPMG US  April 2013 - August 2013
Goldman Sachs  January 2013 - May 2013
Morgan Stanley  March 2013 - March 2013
Baruch College  January 2013 - January 2013
KPMG  November 2012 - November 2012
Armadale Capital Inc   August 2012 - September 2012

Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Outlook, Internal Controls, Sales, QuickBooks, Accounts Payable, Accounting, Account Reconciliation, Microsoft Office, Customer Service, Photoshop, Public Speaking, English, Peachtree, Spanish, Microsoft CRM, Advisement, Administrative..., Acoustic Guitar, Piano Playing, Drums, WACC, Free Cash Flow, Fina, Valuation, Critical Thinking, Problem Solving

Education
Baruch College   2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments

Baruch College (FLP)

Experience
Morgan Stanley  September 2015 - Present
Morgan Stanley  January 2015 - June 2015
Morgan Stanley  September 2014 - December 2014
Oppenheimer & Co. Inc.   June 2014 - August 2014
TRCo Marketing  January 2014 - May 2014
Currency UK   July 2013 - August 2013

Education
Boston University - School of Management   2010 — 2014
Bachelor of Science (B.S.), Dual Concentrations in Finance and Operations Technology and Management, Minor in Economics

Marist Brothers International School   2003 — 2010
High School Diploma

Boston University

Experience
Fitch Ratings  July 2015 - Present
Oppenheimer & Co.   December 2013 - July 2015
Oppenheimer & Co. Inc.   June 2013 - December 2013
Oppenheimer & Co.   May 2012 - June 2013
Chubb Insurance  June 2011 - August 2011
Northern Trust Corporation  February 2011 - May 2011

Skills
Bloomberg, Fixed Income, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Investments, Corporate Finance, Economics, Finance, Microsoft Excel, Series 7, Series 63, Series 52, Series 55, Series 24

Education
Washington University in St. Louis   2008 — 2012
BSBA, Majors in Finance & International Business; Minor in Accounting

Cass Business School   2011 — 2011
International Business

Experience
Office of the Attorney General of the State of New York  June 2014 - Present
Oppenheimer & Co. Inc.   June 2012 - July 2013
Oppenheimer & Co.   June 2011 - June 2012
Fordham University  February 2011 - November 2011

Skills
Series 7, Series 63, Series 55, Financial Analysis, Financial Modeling, Legal Research, Legal Writing, Legal Compliance, Economic Research, Economic Modeling

Education
Columbia Law School   2013 — 2016
Juris Doctor (J.D.)

Fordham University   2008 — 2012
Bachelor's Degree, Economics, Magna Cum Laude

Experience
CLSA  September 2011 - Present
Rodman & Renshaw  August 2009 - September 2011
Oppenheimer & Co. Inc.   August 2008 - May 2009
Investment Strategies Fund, LP   January 2008 - August 2008
Chardan Capital Markets  January 2008 - March 2008
Citic Fund Management   June 2007 - August 2007
Standard Chartered Bank  November 2006 - March 2007

Skills
Equity Research, Bloomberg, Financial Modeling, Valuation, Equity Valuation, Equities, Corporate Finance, Capital Markets, Financial Analysis, Hedge Funds, Investments, Private Equity, Emerging Markets

Education
New York University   2007 — 2009
Master of Arts, Economics

Capital University of Economics and Business   2003 — 2007
Bachelor of Arts, Economics

Experience
Ipreo  January 2015 - March 2015
Oppenheimer & Co. Inc.   September 2014 - January 2015
Silver Point Beach Club  May 2011 - August 2014
Lawrence Woodmere Academy Summer Day   June 2007 - August 2010

Skills
Microsoft Office, Financial Analysis, Strategic Planning, Leadership, Sales, Financial Services, Finance

Education
Adelphi University   2013 — 2017
Bachelor of Science (B.S.) in Finance

Chaminade High School   2009 — 2013

Experience
Oppenheimer & Co. Inc.   May 2015 - Present
Janney Montgomery Scott LLC  November 2013 - April 2015
Monument Wealth Management   November 2012 - November 2013
Sirius XM Radio Inc.  June 2011 - December 2012
Charles Schwab  August 2009 - August 2010
National City Bank  February 2008 - July 2009

Skills
Networking, Investment Sales, Personal Finance, Project Finance, Financial Analysis, Banking, Budget, Project Planning, Financial Modeling, Portfolio Management, Finance, Asset Managment, Investments, Risk Management, Sales, Management, Forecasting, Asset Management, Analysis, Business Development, Due Diligence, Budgets, Wealth Management, Equities, Valuation, Economics, Strategy, Corporate Finance, Asset Allocation, Mutual Funds, Accounting, Bloomberg, Financial Risk, Strategic Financial...

Education
American University - Kogod School of Business   2010 — 2012
Master, Business Administration

Kent State University   2004 — 2007
Bachelor, Business Administration

Experience
Oppenheimer & Co. Inc.   January 2014 - Present
Edward Jones  May 2010 - December 2013

Skills
Retirement Plan..., Retirement Savings, Asset Allocation, Wealth Management..., Investment Strategies, 401(k) Rollovers, Financial Advisory, Securities

Education
Central Michigan University   2003 — 2008
B.S., Business

Experience
Oppenheimer & Co. Inc.   November 2014 - Present
Hammond Iles Investment Management   October 2013 - October 2014
Citizens Bank (Private Bank)   March 2010 - July 2013
GT Financial  March 1993 - March 2010

Skills
Investments, Retirement Plan..., Financial Services, Estate Investment..., Wealth Management...

Education
Providence College   1992 — 1997
MBA, Finance/Marketing

Assumption College   1979 — 1983
BA, Business

Experience
Posnack Center for Civic, Public Affairs, Forensics and Advocacy   December 2012 - Present
The Posnack School   August 2007 - Present
Charter Oak State College  March 2015 - August 2015
Touro College  May 2008 - January 2010
Independent Consultant / Contractor  August 1997 - October 2007
Bentley University  September 2002 - May 2007
Babson College  2001 - 2002
Oppenheimer & Co. Inc.   May 1993 - June 1996
Overseas Private Investment Corporation  January 1991 - February 1993
Booz Allen Hamilton  October 1988 - July 1989

Skills
Leadership, Public Speaking, Research, Strategy, Leadership Development, Economics, Policy, Financial Analysis, Community Outreach, Strategic Consulting, Higher Education, Management, Analysis, Staff Development, Politics, Program Development, Strategic Planning, Teaching, Medical Devices, Start-ups, Telemedicine, E-Learning, Government, Teaching Adults, Public Policy, Writing, Business Strategy, Instructional Design, Program Evaluation, Political Risk Analysis, Adult Education, History, New Business Development, Editing, Debate, Motivational Speaking, Data Analysis, Organizational..., Asset Management, Portfolio Management, Knowledge Management, Library Science, Educational Media

Education
Global Association of Risk Professionals   2014 — 2016
Advanced Professional Certification

Florida Department of Education
Advanced Certification

Fielding Graduate University   2005 — 2005

Merrill Lynch   1996 — 1997
Licentiate degree

Columbia University - Columbia Business School   1980 — 1982
MBA

University of Sussex   1978 — 1979
MA

Harvard University   1973 — 1977
BA

Pine Crest School   1969 — 1973
High School

Experience
Oppenheimer & Co. Inc.  

Skills
Fixed Income, Capital Markets, Securities, Bloomberg, Banking

Education
Baruch College, City University of New York (CUNY)   1970 — 1972
Bachelor of Business Administration (B.B.A.), Accounting

Baruch College, City University of New York (CUNY)   1968 — 1972
Bachelor of Business Administration (B.B.A.), Accounting

Experience
JAKITA INC.   August 2004 - Present
Oppenheimer & Co. Inc.   1999 - 2012

Skills
Sales, Marketing Communications, Life Coaching, Entrepreneurship

Education
Colegio de Estudios Superiores de Administración
Finance

Pontificia Universidad Javeriana
Social Communications, Business/Corporate Communications

Experience
Oppenheimer & Co. Inc.   May 2015 - Present
Bentley Microfinance Group  September 2013 - Present
Bentley Investment Group  September 2013 - Present
Bentley University Orientation   June 2014 - July 2014

Skills
Finance, Loans, Microfinance, Sales, Financial Analysis, Credit, Investments, Loan Origination, Communication, Relationship Management, Microsoft Excel, Accounting, Leadership, Microsoft Office, Portfolio Management, Microsoft Word, PowerPoint, Teamwork, Management, Entrepreneurship, CRM

Education
Bentley University   2013 — 2017
Bachelor of Science (B.S.), Finance

WU (Vienna University of Economics and Business)   2015 — 2015
Finance and Economics

Experience
J.P. Morgan   July 2000 - Present
J.P. Morgan   June 1999 - July 2000
Chase Manhattan Bank  October 1998 - June 1999
Morgan Stanley Trust Company  May 1996 - October 1998
Oppenheimer & Co. Inc.   March 1995 - May 1996

Skills
Portfolio Management, Securities Lending, Asset Management, Capital Markets, Market Analysis, Risk Management, Financial Analysis, Fixed Income, Hedge Funds, Investment Banking, Securities, Trading

Education
Binghamton University
Bachelor of Arts (B.A.), Political Science and Government

Experience
Oppenheimer & Co. Inc.   August 2015 - Present
Oppenheimer & Co.   December 2011 - August 2015

Skills
Bloomberg, Customer Service, Finance, Leadership, Financial Services, Microsoft Office, Investments

Education
City University of New York-College of Staten Island   2006 — 2011
Bachelor of Science (BS), Finance, General

Experience
UBS Wealth Management  August 2007 - Present
Oppenheimer & Co. Inc.   July 2006 - July 2007

Skills
Series 7, Series 63..., Registered in AL, CA,...

Education
Cabrini College   1997 — 2001
Bachelor’s Degree, Business Administration, Management and Operations

Experience
Oppenheimer & Co. Inc.   August 2015 - Present
Guardian Life  August 2014 - July 2015
Park Avenue Securities  April 2009 - August 2014
Citi  April 2007 - April 2009

Skills
Securities, Series 7, Mutual Funds, Equities, Investments, Estate Planning, Series 24, Series 63, MBA, Uniform Combined State..., Investment Management, Series 65, Alternative Investments, Investment Advisory, Risk Management, Wealth Management

Education
Hunter College
Bachelor's degree, Economics

Saint John's University
Master of Business Administration (MBA), Finance, General

Experience
Oppenheimer & Co. Inc.   June 2014 - August 2014

Skills
Economics, Microsoft Office, Teamwork, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Time Management, Social Media, Event Planning, Research

Education
Baylor University   2011 — 2015
Bachelor of Business Administration (BBA), Economics

Experience
Andrew L. Bouwhuis Library - Canisius College   September 2012 - Present
Oppenheimer & Co. Inc.   June 2015 - August 2015
Higher Education Opportunity Program (HEOP)   June 2014 - May 2015
Weil, Gotshal & Manges LLP   June 2013 - August 2013
Read Alliance (READ)   October 2008 - April 2009

Skills
Higher Education, Social Networking, Microsoft Office, Microsoft Word, Books, Student Development, Fundraising, Teaching, Editing, Nonprofits, Peer Mentoring, Anti Money Laundering, Proprietary Systems, KYC

Education
Canisius College   2012 — 2016
Bachelor of Arts (B.A.), Criminal Justice and History

Mott Haven Village Preparatory High School   2008 — 2012
High School Diploma

Experience
The Blackstone Group  June 2015 - Present
Oppenheimer & Co. Inc.   June 2014 - August 2014
Audire Kit   August 2012 - May 2013
Huntington Indoor Tennis   2008 - 2013
Huntington High School- Cushman & Wakefield   2011 - 2012

Education
Babson College   2012 — 2016
Candidate for Bachelor of Science in Business Management, Finance & Entrepreneurship, 3.7

ESADE Business & Law School   2014 — 2014
Finance and International Business

The London School of Economics and Political Science (LSE)   2013 — 2013
Managerial Accounting and Financial Controls

Huntington High School   2008 — 2012
High School Diploma

Experience
Oppenheimer & Co. Inc.   January 2009 - Present

Skills
401(k) Rollovers, Wealth Management..., Relationship Management, Retirement - Plan..., Tax-Efficient Strategies, Securities, Stock Due Diligence

Education
HEC-ULg   2007 — 2008
Finance, General

Southeast Missouri State University   2004 — 2008
Bachelor's degree, Finance, General

Experience
IndexIQ  May 2014 - August 2014
Cassetta Management Group   March 2013 - July 2013
Cassetta Management Group   January 2009 - July 2013
Genesis Investment Trading LLC   June 2008 - December 2008
Oppenheimer & Co. Inc.   May 2007 - May 2008

Skills
Mergers & Acquisitions, Training, Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Strategy, Project Management

Education
Georgetown University - The McDonough School of Business   2013 — 2015
Masters of Business Administration

Boston University - School of Management   2004 — 2008
BSBA, Business Administration, Duel Concentration in Finance and Accounting

Experience
Oppenheimer & Co. Inc.   December 2014 - Present
Wallet Wise Wheels Inc.   August 2013 - Present
Aegis Capital Corp  December 2013 - November 2014
Northwestern Mutual  October 2011 - January 2012

Skills
Strategic Financial..., Microsoft Excel, Financial Analysis, Fixed Income, Investments, Equities, Portfolio Management, Options Strategies, Asset Allocation, Wealth Management, Insurance, Public Equity Offerings, Secondary Offerings, Sales Presentations, Financial Planning, Risk Assessment, Hedging, IRAs, Commercial Vehicle, Bond Markets, Venture Capital, Motor Vehicle

Education
Long Island University, C.W. Post Campus   2008 — 2012
Bachelor of Business Administration (BBA), Business Marketing

College of Mount Saint Vincent   2007 — 2008
Business, Management, Marketing, and Related Support Services

Burke Catholic High School   2003 — 2007
High School

Experience
Sense Languages Corp., TransPerfect Remote Interpreting, Broward County Schools   May 2006 - Present
Open English  October 2012 - April 2013
D&S, Ltd.   2013 - 2013
Tribune Media Services  May 2011 - October 2012
Screen Service Broadcasting Technologies S.p.A   January 2008 - May 2011
Oppenheimer & Co. Inc.   May 2004 - May 2006
Edward Walters, DDS   January 2003 - January 2004
Memorial Healthcare System  January 1998 - January 2003
GLLG International   January 1997 - November 1998
Paranoá Indústria de Borracha S.A.   August 1994 - September 1995

Skills
Brazilian Portuguese, Interpreting, Language Services, Editing, Language Teaching, Social Media, English Portuguese..., Brazilian Portuguese..., Foreign Languages, Marketing, New Media, Social Media Marketing, SEO, Marketing Communications, Research, Public Relations, Medical Translation, Legal Translation, CSS, Translator, Portuguese English..., Spanish Portuguese..., Microsoft Excel, Certified Portuguese..., Press Releases, Teaching English as a..., Online Marketing, Online Advertising, Email Marketing, Advertising, Mobile Devices, Interpretation, Microsoft Office, Customer Service, Management, Global Customer Service, Secretarial Skills, K-12 Education -..., International Sales, Pharmaceutical Sales, Fundraising Events..., Hospitality Service, Client Development, Translation

Education
Strayer University (accredited online university)   2009 — 2009
Master of Business Administration (MBA), Business Administration/International Marketing, 12 credits

Centro Universitário Fundação Santo André   1991 — 1994
Bachelor of Arts (BA), Foreign Languages and Literatures, General

Experience
Oppenheimer & Co. Inc.   April 2013 - Present
Morgan Stanley  February 1981 - June 2011

Skills
Investments, Financial Advisory, Asset Allocation, Investment Strategies, Securities, Retirement

Education
City University of New York-Brooklyn College   1975 — 1979
BA, Economics and Speech

Experience
Brooklyn Law School Alum Corporate Finance, Securities Litigation, Financial Regulation   May 2015 - Present
Oppenheimer & Co. Inc.   September 2014 - May 2015
Professor Larry Solan; Brooklyn Law School   May 2014 - May 2015
FINRA  December 2013 - April 2014
Supreme Court of the City of New York   June 2013 - August 2013
Professor Eileen Kaufman; Touro Law School   January 2013 - May 2013
NYC Department of Education  November 2007 - June 2012
Duquesne University  November 2007 - June 2009
Bilingual/Spanish Institute   December 2005 - September 2007

Skills
Legal Research, Legal Writing, Organization &..., Fluent in English,..., Research, Elementary Education, Adult Education, Applied Linguistics, Cultural Diversity, Coaching and Mentoring

Education
Brooklyn Law School   2013 — 2015
J.D., Business, Finance, and Securities Litigation

Touro College Jacob D. Fuchsberg Law Center   2012 — 2013
J.D. Candidate (Transferred)

City University of New York City College   2008 — 2010
Master of Science (MS), Education and Linguistics

University of Colorado Denver   2005 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature

Metropolitan State University of Denver   2002 — 2004
(Transferred), Behavioral Sciences

Experience
Oppenheimer & Co. Inc.   April 2015 - Present
SunGard Brokerage   2012 - October 2014
Dow Jones & Company  2011 - 2012
Goldman Sachs Electronic Sales and Trading   2000 - 2011
DLJ Direct  October 1997 - August 2000
PaineWebber Inc  April 1995 - October 1997

Skills
Program Trading, Portfolio Management, Low Latency, Derivatives, FX, ETFs, Hedging, Series 63, Customer Relations, Prime Brokerage, FX Options, Options, Fixed Income, Middle Office, Customer Service, Routing, FX trading, Bloomberg, Series 7, Financial Markets, Hedge Funds, Equity Trading, Trading, Electronic Trading, Equities, Trading Systems

Education
City University of New York-Brooklyn College   1990 — 1995
Bachelor of Science, Business Management and Finance

Experience
Oppenheimer & Co. Inc.   July 2014 - Present
Columbia University in the City of New York  September 2013 - May 2014
Uni-President Securities   May 2012 - July 2012
DBS Bank  May 2011 - August 2011

Skills
Matlab, Microsoft Excel, Stata, Bloomberg Terminal, PowerPoint, Statistics, R, VBA, Modern Portfolio Theory, Operations Research, Data Analysis, Java, SQL, Mandarin, Economics, Data Mining, Monte Carlo Simulation, Quantitative Analytics, C++, Research

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2013 — 2014
Master of Science (MS)

Columbia University - Fu Foundation School of Engineering and Applied Science   2010 — 2013
Bachelor of Science (BS)

Washington University in St. Louis   2009 — 2010
Bachelor of Science (BS)

Peddie School

Experience
GE Capital  2014 - Present
New York Portfolio Clearing, LLC  2013 - 2014
PSE&G Renewables and Energy Solutions   2011 - 2013
Phoenix Peak Group   2010 - 2011
BNP Paribas  2008 - 2010
BNP Paribas  2006 - 2007
Wachovia, A Wells Fargo Company  2004 - 2006
Wachovia, A Wells Fargo Company  2000 - 2004
Laidlaw & Company  1997 - 1999
Oppenheimer & Co. Inc.   1996 - 1997

Skills
Structured Finance, Market Risk, Portfolio Management, Credit Risk, Hedging, Risk Management, Credit Derivatives, Equity Derivatives, Financial Modeling, VAR, Alternative Investments, Leveraged Finance, Valuation, Interest Rate Risk..., Due Diligence, Project Finance, Credit Analysis, Operational Risk..., Risk Assessment, MBS, Enterprise Risk..., Basel III, Dodd-Frank, ISDA, Collateral Management, Cash Management, Liquidity Management, Commodity Risk..., Portfolio Risk, Stress Testing, Transaction Structuring, Risk Budgeting, Capital Markets Risk..., Credit Value Adjustment..., Governance Risk..., Scenario Analysis, Counterparty Credit Risk, Regulatory Risk, PD / LGD / EAD, Clearinghouse, Central Counterparty CCP, Derivatives Clearing..., Swaps Execution..., EuroDollar Futures, Comprehensive Capital..., Document Review, Bank Financial Analysis, Default Management, Volcker Rule, Basel Accord

Education
International University of Monaco
Master of Business Administration (M.B.A.), Finance

Boston University
Bachelor's Degree, Economics & Journalism

St. Joseph's College for Women
Associate's Degree, Economics, Psychology, French

St. Joseph's Convent High School
High School, Math & Science

Moody's Analytics
Managing Market Risk in a Fixed Income Portfolio

Moody's Analytics
Managing Credit Risk in a Fixed Income Portfolio

Experience
Oppenheimer & Co. Inc.   July 2014 - Present
Henley Advisors, LLC   February 2013 - July 2014
Piper Jaffray  March 2010 - February 2013
Henley Advisors, LLC   September 2004 - March 2010
Deutsche Bank Securities (New York)   September 2002 - November 2003
Deutsche Bank AG (London)   May 2001 - September 2002
Citigroup Global Markets  June 1996 - May 2001
PaineWebber Incorporated  August 1990 - June 1996

Skills
Mergers, Investment Banking, Corporate Finance, Valuation, Due Diligence, Capital Markets, Business Strategy, Private Equity, Logistics, Corporate Development, 3PL, Tech-enabled Logistics, Strategic Consulting, Mergers & Acquisitions, M&A experience, Capital Raising, LBO, Financial Analysis, Management, Strategy

Education
Princeton University   1978 — 1981
AB cum laude

Columbia University - Columbia Business School   1989 — 1990
MBA

Harvard Business School   2005 — 2008
Executive Education

San Marino High School   1974 — 1978

Experience
Bank  March 1998 - Present
Republic National Bank  1998 - 2000
NatWest Markets  October 1995 - March 1998
Oppenheimer & Co. Inc.   1994 - 1995

Skills
Disaster Recovery, Data Center, Active Directory, Vendor Management, SAN, ITIL, Virtualization, Unix, Oracle

Education
Moscow Transport Institute (MTI)   1986 — 1992

Experience
Oppenheimer & Co. Inc.   May 1998 - Present

Education
City University of New York-Brooklyn College

Experience
Diamond Dog Properties, LLC   February 2008 - Present
Gap Inc.  December 2003 - February 2008
Gap Inc.  2000 - 2002
Gap / Gap Inc.   1999 - 2000
Gap / Gap Inc.   1992 - 1999
EXPRESS  1989 - 1992
Oppenheimer & Co. Inc.   1989 - 1991

Skills
Sales, Customer Service, Loss Prevention, Visual Merchandising, Team Building, Store Management, Recruiting, Merchandising, Strategic Planning, Management, Leadership, Retail, Driving Results

Education
Art Institute of Fort Lauderdale
Fashion/Apparel Design; Fashion Merchandising

Experience
Future Perfect Ventures   February 2015 - Present
Studio Emily Weil   May 2000 - Present
Oppenheimer & Co. Inc.   December 2004 - January 2006
Interval Research  August 1999 - April 2000
Interval Research  September 1997 - June 1999

Education
Columbia University - Columbia Business School   2002 — 2003
Master of Business Administration (M.B.A.)

Brown University
Bachelor's Degree, Philosophy

New York University
MPS, Interactive Telecommunications

Experience
Grossman Marketing Group  March 2015 - Present
Stran & Company  August 1999 - February 2015
Oppenheimer & Co. Inc.   November 2012 - December 2014
Stran Beverage  August 2010 - April 2012
Advest, Inc.   June 1998 - August 1999
Morgan Stanley Smith Barney  May 1996 - June 1998
Putnam Investments  May 1995 - May 1996

Skills
Fluent in Spanish, Advertising, Marketing, Marketing Strategy, Sales, Sales Management, Account Management, New Business Development, Customer Service, Online Marketing, Management, Social Media, Merchandising, Social Media Marketing, Retail

Education
Bentley University   1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance

Colegio de Espana   1992 — 1993
Minor in Spanish

Holy Cross High School   1986 — 1990

Experience
Stifel Financial Corp.  March 2012 - Present
Oppenheimer & Co. Inc.   March 2011 - March 2012
DTCC  December 2008 - March 2011
Lehman Brothers Inc.  April 2007 - December 2008
Deloitte & Touche LLP  August 2001 - April 2007

Education
New York University - Leonard N. Stern School of Business   2009 — 2011
MBA

Binghamton University - School of Management
BS

Experience
U.S. Court of Appeals   September 2014 - Present
Virginia Law Review   February 2013 - February 2014
Williams & Connolly LLP  May 2013 - August 2013
University of Virginia School of Law  May 2012 - August 2012
Williams Mullen  May 2010 - July 2011
IBM Global Services  July 2007 - July 2011
Community Tax Law Project  January 2010 - July 2010
Deloitte  June 2006 - August 2006
Oppenheimer & Co. Inc.   January 2006 - April 2006
United Airlines  June 2004 - August 2004

Skills
Data Analysis, Research, Strategy, Change Management, Program Management, Analysis, Project Management, Microsoft Excel, Process Improvement, Financial Services, Visio, Leadership, Management, Legal Writing

Education
University of Virginia School of Law   2011 — 2014
Juris Doctor

Boston University - School of Management   2003 — 2007
Bachelors of Science, Business Administration / Economics, magna cum laude

Experience
Oppenheimer & Co. Inc.   July 2015 - Present
American Stock Transfer & Trust Company, LLC   March 2012 - July 2015
Gleacher & Co., Inc.   January 2009 - January 2012
Bear Stearns  1986 - 2008

Education
Adelphi University   1979 — 1983
Bachelors of Business Administration, Finance

Experience
CIBC World Markets  Sr, Director - Internal AuditCIBC1997 - Present
Oppenheimer & Co. Inc.   November 1982 - November 1997

Education
Baruch College, City University of New York (CUNY)
BBA, Accounting

Experience
Oppenheimer & Co. Inc.   February 2014 - Present
Oppenheimer & Co.   April 2009 - February 2014
UBS Investment Bank  June 2007 - March 2009
PwC  September 2005 - June 2007
PricewaterhouseCoopers  September 2003 - September 2005
Deloitte & Touche  June 2002 - August 2002
Wyeth  June 2001 - August 2001
Thomson Financial  November 1999 - December 2000

Education
Boston University - School of Management   1999 — 2003
BSBA, Finance and Accounting

Experience
Citigroup  May 2015 - Present
Oppenheimer & Co. Inc.   April 2014 - May 2015
Morgan Stanley  February 2012 - April 2014
Rodman & Renshaw  November 2008 - December 2011
Susquehanna International Group  2008 - 2008
University of California, San Francisco  2001 - 2007

Skills
Biotechnology, Life Sciences, Pharmaceuticals, Venture Capital, Valuation, Biostatistics, Chess, Visual Basic, Matlab, Biophysics, Biopharmaceuticals

Education
University of California, San Francisco   2001 — 2007
Ph.D., Biophysics

Brown University   1991 — 1995
Sc.B., Biochemistry

Experience
AHP Financial Services   November 2006 - Present
Oppenheimer & Co. Inc.   July 1997 - October 2006
Prudential Insurance Co of America  July 1987 - September 1994
Kirtland Community College  January 1985 - June 1987
Saginaw Valley State University  July 1970 - August 1979

Education
St. John Seminary   1980 — 1984
M. Div., Theology & scripture

University of Michigan   1975 — 1977
PhD. Cand, Administration of Colleges & Universities

Central Michigan University   1971 — 1973
MA, Guidance & Counselor Education

Aquinas College   1966 — 1967
BA, Sociology

Experience
Sapient Global Markets  July 2014 - Present
Pyramid Research UBM Tech   May 2013 - May 2014
UniBank USA   July 2012 - August 2012
Oppenheimer & Co. Inc.   June 2012 - August 2012

Skills
Financial Analysis, Consulting, IT Strategy, Program Management, Research, Telecommunications, M&A analysis, Cross-functional Team...

Education
Boston College   2010 — 2013
Bachelor of Science, Finance with a Minor in Philosophy

Experience
Oppenheimer & Co. Inc.   January 2015 - Present
Oppenheimer & Co.   August 2013 - January 2015
Barclays Capital  June 2010 - July 2013
OgilvyEarth  June 2009 - August 2009
NBC Olympics  July 2008 - August 2008

Skills
Investment Banking, Capital Markets, Equities, Quantitative Analytics, Financial Analysis, Corporate Finance, Economics, Econometrics, Natural Resources, Master Limited..., Bloomberg, Microsoft Excel, Stata, Mandarin, College Recruiting

Education
Bates College   2006 — 2010
BA, Economics, Chinese

Beijing Foreign Studies University   2008 — 2008
Chinese Language

Experience
Oppenheimer & Co. Inc.   January 1988 - Present
L.F. Rothschild   January 1974 - December 1988
Dean Witter  February 1968 - December 1971

Skills
Wealth-Preservation..., Microsoft Office,..., Fixed Income Strategies, Financial Advisory, Risk Management..., Securities, Asset Allocation, Wealth Management...

Education
lawrence high school   1953 — 1957

Colby College
Bachelor of Arts (B.A.), Economics

Experience
Lyra Health   January 2015 - Present
Castlight Health  2012 - Present
Facebook  2009 - 2014
Genentech  2005 - 2009
Genentech  2001 - 2005
Genentech  1998 - 2001
Genentech  1996 - 1998
Genentech  1995 - 1996
Genentech  1994 - 1995
Oppenheimer & Co. Inc.   1991 - 1994

Skills
Mergers, Cross-functional Team..., Forecasting, Corporate Development, Financial Modeling, Strategy, Start-ups, Venture Capital, Business Strategy, Strategic Planning, Investor Relations, Financial Analysis, Mergers & Acquisitions, Leadership, Executive Financial..., Due Diligence, Management, Pharmaceutical Industry, Biotechnology, Executive Management, Analytics, Strategic Partnerships

Education
Brown University   1987 — 1991
A.B., International Relations and Economics

Experience
Self  July 2014 - Present
Alamo Capital  December 2010 - Present
Capital Asset Management  October 2008 - August 2010
McCullough & Associates LLC   January 2005 - September 2008
Weir Capital Management   January 2000 - November 2004
Oppenheimer & Co. Inc.   December 1998 - December 1999
Bear Stearns & Co., Inc   June 1994 - December 1998

Skills
Problem Solving, Mutual Funds, Financial Analysis, Bonds, Securities, Equities, Investment Strategies, Alternative Investments, Investments, Recruiting, Fixed Income, Sales Management, Options, Bloomberg, Investment Advisory, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 24

Education
San Francisco State University   1997 — 1998
Certificate

Augsburg College

University of Minnesota-Twin Cities

Experience
GRBOE   April 2004 - Present
Oppenheimer & Co. Inc.   October 1985 - November 1989

Skills
Event Planning, Series 7, Microsoft Office, Securities, Customer Service, Public Speaking, Social Media, Holistic Health, Leadership, Nutritional Counseling, Team Building, Newsletters

Education
Arkansas State University   1979 — 1983
Bachelor’s Degree, Elementary Education and Teaching, K-8th

Jonesboro High School, Jonesboro AR

Experience
Vantiv  January 2014 - July 2014
Copolymer, LLC   July 2013 - August 2013
Oppenheimer & Co. Inc.   January 2013 - January 2013
La Casa, LLC   November 2012 - December 2012
Bank of America Merchant Services  May 2012 - August 2012
KGK Gardening and Design   May 2011 - August 2012
Inspire Green Inc.   September 2010 - December 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Public Speaking, Direct Sales, Quantitative Research, Entrepreneurial, Strong Work Ethic, Social Media

Education
Miami University   2011 — 2014
Bachelor of Arts (BA), Communication (Organizational Management)

Richmond, The American International University in London   2013 — 2013
Study Abroad

Bryant University   2010 — 2010

Western Reserve Academy (Preparatory High School)   2007 — 2010

Experience
KeyBank  June 2015 - Present
Anthem  April 2014 - May 2015
JP Morgan  August 2010 - June 2012
JPMorgan Chase & Co.   December 2006 - August 2010
JPMorgan Chase & Co.   December 2004 - December 2006
JPMorgan Chase & Co.   November 2003 - December 2004
Oppenheimer & Co. Inc.   March 2002 - November 2003
Lehman Brothers  April 1998 - March 2002
Bear Stearns & Company  May 1997 - April 1998
Oppenheimer & Co. Inc.   August 1988 - February 1997

Skills
Relationship Management, Sales, Sales Management, Financial Advisory, Financial Education, Government Relations, New Business Development, Banking, Credit, Financial Analysis, Financial Services, Portfolio Management, Risk Management

Education
Brown University

Experience
Alamo Capital  2014 - Present
Oppenheimer & Co. Inc.   2002 - 2014
RW Smith & Associates   March 1999 - March 2002
Pacific Crest Securities  July 1995 - July 1998
Shawmut Bank of Boston  April 1991 - October 1994
Paine Webber Inc  March 1972 - April 1991

Skills
municipal bonds, securities arbitration

Education
Colgate University   1967 — 1969
Bachelor of Arts (B.A.), Economics