Opus Trading Fund, LLC
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Opus Trading Fund, LLC Employees
Operation Smile September 2013 - Present
Operation Smile January 2013 - September 2013
Operation Smile June 2011 - January 2013
Opus Trading Fund, LLC January 2007 - February 2009
2004 - 2007:Photo Specialties September 2004 - May 2007
Camp Highlander 2004 - 2007
Skills
Photography, Trading, Equities, PowerPoint, Excel, Program Management, Public Speaking, Situational Leadership, Operating Budgets, Business Travel, International Project..., International Logistics, Microsoft Excel, Teamwork, Team Leadership, Event Management, Project Management, Community Outreach, Program Development, Social Media, Nonprofits, Fundraising, Event Planning, Volunteer Management
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor's Degree, Business Administration - Kenan Flaglar Business School
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science, Business Administration
Piper Jaffray May 2013 - Present
Sidoti & Company, LLC October 2008 - April 2013
Bloomberg LP December 2006 - October 2008
Opus Trading Fund, LLC June 2006 - November 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Equity Research, Equities, Valuation, Hedge Funds, Securities, Bloomberg, Capital Markets, Investments, Trading, Fixed Income
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Smeal College of Business, Economics
University of Westminster 2005 — 2005
Semester Abroad Program
Garden City High School 1998 — 2002
New York State Regents
Chess NYC Chess TeacherSuccess Academy Charter SchoolsAugust 2014 - February 2015
Chess NYC September 2012 - May 2014
BELL (Building Educated Leaders for Life) November 2009 - January 2013
Schonfeld Securities September 2006 - August 2007
Opus Trading Fund, LLC March 2000 - August 2006
Skills
Chess Teacher, Chess Player, Classroom Management, Trading, Portfolio Management, Trading Systems, Technical Analysis, Microsoft Word, Microsoft Office, Securities, Equities, Options, Electronic Trading, Series 7, Derivatives, Risk Management, Stocks, Asset Managment, Financial Markets, Teaching, Staff Development, Chess
Education
New York University 1987 — 1996
Bacehelor's, Classical Civilization
Stuyvesant High School 1984 — 1987
High School, Math and Science
Wells Fargo Securities, LLC July 2010 - Present
Opus Trading Fund, LLC July 2008 - July 2009
Bank of America- Merrill Lynch June 2007 - August 2007
Skills
Technical Analysis, Equities, Finance, Investments, Valuation, Securities, Managerial Finance, Market Research, Funding, Accounting, Research, Competitive Analysis, Microsoft Office, Marketing, Information Systems, File Management, Data Entry, Microsoft Exchange, System Administration, Financial Analysis, Analysis, Customer Service
Education
North Carolina State University 2004 — 2008
B.S, Business Management; Cum Laude; Finance
North Carolina State University - College of Management 2004 — 2008
Business Management, Finance concentration, Minor in Accounting
Portfolio Advisors, LLC February 2013 - Present
Rocaton Investment Advisors 2010 - 2013
Emory University, Goizueta 2009 - 2010
Fortress Group 2007 - 2009
Opus Trading Fund, LLC 2005 - 2007
Skills
Alternative Investments, Private Equity, Real Estate, Fund Of Funds, Finance, Trading, Mutual Funds, Financial Analysis, Asset Management, Portfolio Management
Education
Emory University - Goizueta Business School 2009 — 2010
M.B.A.
University of Georgia - Terry College of Business 2000 — 2004
BBA
BTR-8 Partners January 2010 - Present
Opus Trading Fund LLC November 2009 - August 2011
Jasper Capital, Chimera Capital LLC March 2004 - October 2009
Stratus Real Estate ServiceINC June 2004 - July 2005
Schonfeld Securities July 1997 - June 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Negotiation, PowerPoint, Business Development
Education
Baruch College 2011 — 2012
Certificate in Property Management
California 2003 — 2012
Real Estate Broker License
Yeshiva University
B.A, Accounting
Suffield By The River June 2015 - Present
Maplewood Senior Living April 2012 - June 2015
The Guilford House October 2008 - April 2012
Premier Financial Group May 2008 - October 2008
AXA May 2008 - October 2008
Opus Trading Fund LLC July 2006 - May 2008
Skills
Investments, Strategic Financial..., Financial Analysis, Marketing, Series 7, Securities, Insurance, Long-term Care, Series 63, Management, Finance, Equities, Business Development
Education
Quinnipiac University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 2001 — 2005
B.A., Economics
Blue Ocean Wealth Solutions, an office of Metrlife Premier Client Group December 2010 - Present
Opus Trading Fund, LLC April 1997 - July 2010
Summer Discovery Educational Programs September 1991 - September 1997
Education
Hofstra University 1988 — 1990
Master's degree, Education
Syracuse University 1979 — 1983
Bachelor’s Degree, Business Administration and Management, General
Nic-Lor Floors, Inc. June 2011 - Present
Opus Trading Fund, LLC July 2008 - October 2010
BearingPoint, Inc May 2006 - September 2006
Skills
Financial Analysis, Portfolio Management, Risk Management, Investments, Equities, Capital Markets, Financial Markets, Valuation, Finance, Asset Managment, Trading, Series 7, Fixed Income, Strategy, Asset Management, Hedge Funds, Options, Bloomberg, Securities
Education
North Carolina State University - College of Management 2004 — 2008
Bachelor of Science, Finance
The Investment Center, Inc. July 2014 - Present
UBS April 2013 - July 2014
Merrill Lynch February 2011 - April 2013
AXA Advisors October 2010 - February 2011
Opus Trading Fund LLC October 2007 - August 2010
Sun Federal Credit Union June 2007 - September 2007
United Teletech Financial Federal Credit Union June 2006 - June 2007
Skills
Investments, Wealth Management, Financial Services, Finance, Series 7, Due Diligence, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Portfolio Management, Financial Planning, Investment Advisory, Equities, Securities, Asset Management, Fixed Income, Series 24
Education
Penn State University 2001 — 2005
Bachelor of Arts, General Arts
Fidelity Investments 2013 - Present
Opus Trading Fund, LLC September 2009 - April 2012
Village Home Care of the April 2006 - December 2011
JAW Trading June 2004 - September 2009
Schonfeld Securities, LLC January 1994 - January 2004
Skills
Hedge Funds, Investments, Portfolio Management, Equities, Asset Managment, Mutual Funds, Alternative Investments, Commodity, Investment Banking, Asset Management, Financial Advisory, Capital Markets, Financial Risk, Risk Management, Contract Negotiation, Capital Allocation, Series 7, Wealth Management, Proprietary Trading, Business Development, Hedging, Financial Analysis, Strategic Financial..., Equity Trading, Trading Strategies, Banking, Bonds, Valuation, Derivatives, Business Strategy, Options, Corporate Finance, Asset Allocation, Operations Management, Fixed Income, Investment Advisory, ETFs, Investment Strategies, Trading Systems, FX Options, Financial Modeling, Structured Products, Options Strategies, Technical Analysis, Articulates Wealth..., Financial Consulting, Equity Trading..., Operational Management, Series 9, Series 10
Education
FAU MBA Program 2011 — 2012
MBA
State University of New York College at Old Westbury 1990 — 1994
B.S., Finance
Guggenheim Partners May 2013 - Present
Goldstein Hall PLLC January 2013 - May 2013
New York State Housing Finance Agency/State of New York Mortgage Agency September 2012 - December 2012
Honorable Edward O’Connor, Hudson County Superior Court, Civil Division June 2012 - August 2012
Robert K. Young & Associates, P.C. June 2011 - August 2011
Opus Trading Fund LLC June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access
Education
Brooklyn Law School 2011 — 2014
Doctor of Law (J.D.)
Binghamton University 2007 — 2011
Bachelor of Arts, Economics
Time Inc. September 2014 - Present
Toys R Us June 2014 - September 2014
Toys R Us July 2012 - June 2014
Ringio June 2011 - August 2011
Kiwi Interactive, Inc May 2010 - June 2011
Opus Trading Fund, LLC October 2007 - May 2010
American International Group, Inc July 2006 - October 2007
Skills
Entrepreneurship, Product Development, Project Management, Microsoft Excel, Market Research, PowerPoint, Marketing, Microsoft Office, Marketing Strategy, Data Analysis, Social Media, JavaScript, Strategic Planning, Analysis, Business Strategy, Analytics, Financial Analysis
Education
Georgetown University, McDonough School of Business 2010 — 2012
Master, Business Administration
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2006
BS, Operations Research
Farr, Miller & Washington February 2014 - Present
ZennaVision Partners LLC. January 2012 - Present
Quad Capital March 2012 - March 2013
ZennaVision Partners LLC 2011 - 2013
Opus Trading Fund LLC 1996 - March 2012
Skills
Product Development, Batteries, Entrepreneurship, Strategic Planning, Investments, Product Management, Cross-functional Team..., Start-ups, Trading, Options, Renewable Energy, Competitive Analysis, Portfolio Management, Risk Management, New Business Development, Strategy, Business Strategy, Hedge Funds, Valuation, Alternative Investments, Energy Storage, Market Analysis, Financial Modeling, Business Development, Sales Management, Equities, Team Leadership, Private Equity, Microsoft Office, Team Building, Negotiation, Financial Analysis, Analysis, Project Management, Marketing Management, Public Speaking, Microsoft Excel, Marketing, Budgets, Research, Customer Service, Management, Asset Managment
Education
Penn State University 1990 — 1994
Econ/Finance, Econ./Finance
Cedar Cliff HS
Arcadian Global Management Inc 2006 - Present
Opus Trading Fund LLC 2005 - 2006
Education
Georgetown University 1991 — 1995
Opus Trading Fund, LLC 1995 - Present
Skills
Proprietary Trading, Trading Strategies, Financial Markets, Technical Analysis, Investments, Capital Markets, Portfolio Management, Electronic Trading, Trading Systems, Securities, Hedge Funds, Asset Management
Education
NYU Stern School of Business
MBA
University of Pennsylvania - The Wharton School
BS
Robbsy Trading Advisors, LLC December 2012 - Present
Opus Trading Fund, LLC April 2010 - December 2012
First New York Securities December 2009 - April 2010
Echotrade, LLC February 2005 - December 2009
Schonfeld Group July 1995 - February 2005
Skills
Trading, Portfolio Management, Hedge Funds, Equity Trading, Derivatives, Trading Systems, Equities, Options, FX, Hedging, Arbitrage, Series 7, Technical Analysis, Risk Management, Risk, Global Macro, Commodity, Trading Strategies, Asset Allocation, Commodities, Macro, Excel, Financial Markets, Quantitative Finance, Proprietary Trading, Quantitative Analysis, Stocks, Equity Derivatives, Capital Markets, Asset Management, Investments, Electronic Trading, Alternative Investments, Bloomberg, Volatility, ETFs
Education
University of Miami 1987 — 1991
BBA, Finance
Lori's Listings July 2015 - Present
Guggenheim Partners April 2009 - May 2011
A-List Services LLC June 2007 - August 2007
Cambridge Home Capital June 2006 - August 2006
Opus Trading Fund LLC June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Hedge Funds, Market Research, Loans, Credit, Underwriting, Sales, Derivatives, Financial Modeling, Series 7, Securities, Investments, Equities, Capital Markets, Bonds
Education
Cornell University, School of Agriculture and Life Sciences
Bachelor of Science, Applied Economics and Management
Cornell University 2004 — 2008
BS, Applied Economics Management
Murphy & McGonigle PC November 2012 - Present
Opus Trading Fund, LLC January 2005 - April 2012
Education
Harvard Law School 1987 — 1990
J.D., cum laude
Wharton School, University of Pennsylvania 1983 — 1987
B.S., summa cum laude, Economics
Opus Trading Fund LLC March 2004 - Present
Schonfeld Securities August 1996 - March 2004
Education
SUNY Plattsburgh 1991 — 1995
Bachelor of Science (B.S.), Economics