OTC Global Holdings LP
Industry: Company
DescriptionFounded: 2007 Subsidiaries: Eox Holdings Llc, Futures International, LLC,
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OTC Global Holdings LP Employees
OTC Global Holdings LP June 2015 - August 2015
On Board Experiential Marketing June 2014 - July 2014
OTC Global Holdings LP May 2014 - June 2014
Education
Miami University 2013 — 2017
Bachelor of Science (BS), Finance Major, Entrepreneurship and Interactive Media Studies Minors, Junior
Saint Charles North High School 2009 — 2013
Shell Trading July 2014 - Present
OTC Global Holdings LP May 2010 - June 2014
Skills
NYMEX, EOX, Commodity, Trading, Derivatives, Options, Strategic Financial..., ICE: Intercontinental..., Natural Gas, Petroleum, Commodity Markets, Energy, Swaps, Energy Industry, Energy Markets, Hedging, Risk Management, Financial Planning, Management, Gas, Finance
Education
The University of Texas at Arlington - College of Business
OTC Global Holdings LP May 2013 - August 2015
Phunware, Inc. December 2011 - February 2013
Student Center & Event Services 2009 - 2011
Skills
Mobile Applications, Xcode, Technical Writing, Agile Methodologies, Mobile Devices, Software Documentation, Android, Technical Documentation, InDesign, iOS, Jenkins, Photography, iOS development, User Documentation, Mobile Technology, Objective-C, JIRA, Programming Concepts, JSON, User Interface, iPhone, Subversion, User Experience, Wireframes, Android Development, User Interface Design, Game Development, CSS, Scrum, Agile Project Management, Information Architecture, Visual Design, Eclipse, HTML, Mobile Design, HTML 5, Dependable Team Player, Wikis, Bash, MySQL
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Literary Journalism
OTC Global Holdings LP March 2010 - Present
Argo International Corporation March 2009 - July 2009
DHL August 2003 - November 2008
Methodist Hospitals September 2000 - January 2003
Skills
Energy, Microsoft Excel, Microsoft Office, Team Building, Petroleum, Customer Service, Microsoft Word, Gas, Natural Gas, Employee Benefits, Event Planning, Human Resources, Outlook
Education
San Jacinto College
Dynamic Alpha November 2014 - Present
Liquid Holdings Group, Inc. September 2011 - October 2014
Quantitative Alpha Trading USA September 2011 - September 2012
Citi October 2010 - September 2011
OTC Global Holdings LP October 2008 - October 2010
New York Mercantile Exchange June 2006 - October 2008
ABN AMRO Bank N.V. August 2001 - June 2006
Merrill Lynch January 1994 - August 2001
Credit Suisse October 1992 - January 1994
Skills
Derivatives, Options, Trading, Electronic Trading, Swaps, Capital Markets, Trading Systems, Risk Management, Commodity, Equities, Prime Brokerage, Financial Markets, Trading Strategies, Mergers & Acquisitions, Hedging, Fixed Income, Finance, Alternative Investments, Equity Derivatives, Management, Equity Trading, Mutual Funds, Foreign Exchange, Proprietary Trading, VAR, FINRA, FX Options, Valuation, Brokerage, Electronic Trading..., Trading System, Project Management, Corporate Governance, Dodd-Frank, Capital, Corporate Communications, Algorithmic Trading, Asset-backed..., HFT, Commodities, Stress Testing, Futures, OTC Clearing, Margin Methodologies, Capital Introduction, Direct Market Access, CFTC, Predictive Modeling, Product Management, Software Development
Education
New York University - Leonard N. Stern School of Business
MS, Risk Management
Pace University - Lubin School of Business
MBA, Finance and International Business
Yeshiva University
BA, Sociology
Bell Lexus January 2015 - Present
Solar Topps June 2014 - January 2015
180 Degree Home Renovations, Inc. 2012 - 2014
Charlotte Investment Homes 2011 - 2012
Marex Spectron May 2010 - September 2011
OTC Global Holdings LP January 2007 - May 2010
New York Mercantile Exchange January 2003 - May 2007
FCStone May 2002 - January 2003
MBF Clearing Corp. January 1999 - September 2001
New York Board of Trade, New York, NY April 1992 - April 1999
Skills
Sales, Marketing, Entrepreneurship, Business Development, Negotiation, Investments, Options, Trading, Investment Properties, Trading Systems, Electronic Trading, Financial Markets, Investors, Equities, Alternative Investments, Hedge Funds, Commodity, Technical Analysis, Hedging, Portfolio Management, Solar PV
Education
Southern New Hampshire University 1982 — 1986
Bachelor of Science, Marketing
Silicus Technologies February 2014 - Present
Brilliant Energy LLC July 2013 - January 2014
OTC Global Holdings LP August 2011 - April 2013
Skills
Leadership, Social Networking, Account Management, Entrepreneurship, Contract Negotiation, Sales, Sales Management, Lead Generation, Marketing Strategy, Market Intelligence, Marketing Communications, SharePoint, Windows Azure, Cloud Computing, Integration, SaaS
Education
University of Houston
Bachelor of Business Administration, Marketing/Management
EOX Holdings LLC August 2014 - Present
OTC Global Holdings LP June 2008 - August 2014
Skills
Commodity, Commodity Markets, Natural Gas, Hedging, Microsoft Office, Energy Markets, Gas, Microsoft Excel, Options, Leadership, Finance, Analysis, Energy Industry, Microsoft Word, Accounting, Financial Reporting, Oil, Customer Service, Process Improvement, Financial Analysis, Teamwork, Trading, Energy, Metals, Management, Operations Management, Operational Efficiency
Education
State University of New York at Albany 2008 — 2011
Warwick Valley HS 2003 — 2007
ConceptONE, LLC August 2014 - Present
OTC Global Holdings LP January 2010 - August 2014
Skills
Risk Management, Natural Gas, Petroleum, Microsoft Excel, Energy
Education
Arizona State University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Darien High School 2001 — 2005
Fairway & Greene January 2014 - Present
Saint Xavier High School June 2008 - Present
OTC Global Holdings LP 2011 - 2013
ICAP September 2008 - January 2011
Octagon January 2005 - August 2008
University of Kentucky June 2003 - December 2005
Columbia Country Club November 2002 - June 2003
Farmington Country Club September 1999 - October 2002
Skills
PGA, National Association of..., Branding & Identity, Marketing, Coaching, Sales, Golf, Golf Management, Sports Marketing, Sports Management, Outstanding..., Building Relationships, Athlete Development, Team Building, Selling
Education
University of Louisville 1991 — 1995
Bachelors of Science, Sports Administration, minor in Marketing
Tricon International, Ltd. January 2014 - Present
San Jose Tropical Fruits, LLC January 2010 - Present
Tricon International, Ltd. March 2013 - December 2013
OTC Global Holdings LP April 2011 - February 2013
OHIO STATE UNIVERSITY June 2008 - June 2010
NATIONWIDE CHILDREN'S HOSPITAL June 2007 - June 2008
Skills
Finance, Leadership, Financial Analysis, Financial Reporting, Oil & Gas Industry, Energy, Forecasting, Financial Modeling, Commodity Markets, Hedging, Research, Natural Gas, Options, Microsoft Excel, Accounts Receivable, Energy Industry, Cash Flow, Energy Markets, Budgets, Accounting, Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance, Concentration in Energy
Capital University - School of Management 2009 — 2011
Master of Business Administration, Finance
Capital University 2004 — 2007
Bachelor of Arts, Biology
Haddad Brands March 2015 - Present
Louis Vuitton December 2013 - March 2015
Naeem Khan August 2013 - April 2014
OTC Global Holdings LP September 2008 - January 2012
COPPERHEAD GRILLE March 2003 - September 2008
Skills
Customer Service, Adobe Creative Suite, Technical Design, Microsoft Office, Sewing, Draping, Fashion Design, Retail, Pattern, Visual Merchandising, Sales, Leather, Microsoft Excel, Shoes, Sourcing, Finance, Real Estate, Apparel, Fashion, Photoshop, Social Media
Education
Parsons School of Design 2012 — 2013
Associate of Arts and Sciences (AAS), Fashion/Apparel Design
Lehigh University 2005 — 2008
BA, Finance, Real Estate and Marketing
OTC Global Holdings LP May 2013 - Present
IVG Energy April 2008 - April 2011
Landmark Power Exchange November 2004 - April 2008
Skills
Commodity, Energy, Commodity Markets, Natural Gas, Trading, Options, Energy Markets, Derivatives, Financial Modeling, Risk Management, Proprietary Trading, Swaps, Trading Strategies, Trading Systems, Hedging
Education
Dulles High School 1994 — 1997
University of Houston
University of Illinois at Urbana-Champaign
North Shore-LIJ Health System August 2015 - Present
Long Island Jewish Medical Center September 2013 - August 2015
Rose Associates August 2013 - April 2014
ED&F Man Holdings June 2011 - January 2013
OTC Global Holdings LP June 2009 - May 2011
Education
College of Mount Saint Vincent 2005 — 2009
Bachelor of Science (BS), Business Administration
OTC Global Holdings LP March 2013 - Present
Knight Equity Markets October 2010 - February 2013
Bank of America Merrill Lynch April 2006 - October 2010
Putnam Investments September 2004 - March 2006
State Street Bank September 2002 - August 2004
Shaydes Systems LLC 2000 - 2002
Patni Computer Systems 1998 - 2000
Skills
Fixed Income, Trading Systems, Equities, Sybase
Education
CFA Institute
University of Mumbai
BE, Civil
OTC Global Holdings LP September 2014 - Present
Energy & Technology Corp. October 2010 - March 2014
Silver Element Est February 2009 - September 2010
Southeastern Louisiana University July 2007 - December 2008
Southeastern Louisiana University July 2006 - July 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Training, Analysis, Marketing, Research, Public Speaking, Customer Service, Higher Education, Student Affairs, Community Outreach, Social Media, Grant Writing, Program Development, Volunteer Management, QuickBooks, Accounts Payable, Auditing, Payroll
Education
Southeastern Louisiana University 2006 — 2008
Master's Degree, General Business, 3.91 Cum Laude
2006The Hashemite University 2002 — 2006
Bachelor's Degree, Business Management, 3.0
Xenex Disinfection Services April 2015 - Present
Trafigura June 2014 - October 2014
Trafigura November 2012 - March 2014
OTC Global Holdings LP May 2011 - November 2012
Spring Creek Barbeque 2006 - May 2011
Skills
Event Planning, Event Management, Customer Service, Microsoft Office, Social Media, Hospitality, Catering, PowerPoint, Microsoft Excel, Food & Beverage, Microsoft Word, Restaurants, Administrative..., Management, Sales, Leadership, Energy, Marketing, Negotiation, New Business Development, Outlook, Team Building
Education
University of Houston 2008 — 2011
BBA in Finance, Marketing
OTC Global Holdings LP February 2013 - Present
POM DTR Corp. October 2012 - February 2013
SunGard May 2005 - 2012
OpenLink Financial 2001 - 2005
Sonata 2001 - 2001
RLW Analytics, now DNV Kema 1989 - 2000
Skills
Energy Efficiency, Renewable Energy, Trading, Risk Management, Derivatives, Options, Commodity Markets, Trading Systems, Strategy, Hedge Funds, Fixed Income, Management, Energy, Electronic Trading, Commodity, Market Risk, Start-ups, Financial Services, Market Data, Equities, Financial Markets, CRM, Leadership, Capital Markets, Finance, Analysis, Market Research, Financial Risk, Integration, Consulting, Business Development, Enterprise Software, Sales Operations, Series 7, Series 63, Series 3, Series 24, FINRA, Series 30, Cross-functional Team..., Business Analysis
Education
The University of Connecticut 1997 — 2001
MBA, International Marketing
Harvard University 1986 — 1990
BA, Biology
Blu-Bin August 2012 - Present
Unbank January 2015 - Present
OTC Global Holdings LP September 2012 - March 2013
Duke Energy Corporation July 2012 - September 2012
Green Mountain College January 2011 - May 2012
Delaware Outdoor Adventure Center June 2006 - September 2009
Skills
Entrepreneurship, 3D Printing, Business Strategy, Public Speaking, Sustainability, Negotiation, Budgeting, Social Media, Mentoring, Public Policy, Natural Gas, Energy, Financial Regulation, Sustainable Business, Budgets, Strategic Planning, Renewable Energy, Leadership Development, Management, Leadership, Social Networking, Higher Education, Community Outreach, Public Relations, Social Media Marketing, Strategy, Fundraising, Research, Data Analysis, Marketing, Sales, Business Development, Recruiting, Time Management, Analysis, Start-ups, Nonprofits, Event Planning, Organizational..., Event Management, Finance, Executive Management, Training, Market Research, Business Planning, Corporate Social..., Project Management
Education
Green Mountain College 2008 — 2012
Bachelor's Degree, Environmental Management, Magna Cum Laude
名古屋大学 2009 — 2010
Academic Exchange, Law, International Development, Environmental Studies
Northwestern Connecticut Community College 2007 — 2008
Certificate in Adventure Education, Ropes Course Management
OTC Global Holdings LP September 2009 - Present
Lucinda Loya Interiors August 2008 - August 2009
Holliday Fenoglio Fowler December 2006 - August 2008
Education
University of Houston, C.T. Bauer College of Business 2003 — 2006
BBA, Marketing
OTC Global Holdings LP September 2015 - Present
Atlas Commodities, LLC January 2012 - April 2015
OTC Global Holdings LP July 2009 - December 2011
Precision Additives June 2008 - July 2009
Ocean Geophysical Service May 2005 - May 2008
Liberty Mutual May 2002 - May 2005
Skills
Series 3, Natural Gas, Hedging, FINRA, Trading, Options, Commodity, Risk Management, Commodity Markets, Derivatives
Education
University of Houston
BBA, Finance & Marketing
OTC Global Holdings LP August 2013 - Present
Triple Point Technology December 2012 - August 2013
Ventyx, an ABB Company March 2012 - August 2012
Ventyx, an ABB Company August 2010 - March 2012
HMA Medical Clinic June 2008 - August 2010
University of Houston - Dean of Students Office October 2006 - August 2010
University of Houston February 2006 - May 2006
Baylor University November 2004 - May 2005
Education
University of Houston 2005 — 2010
Bachelor of Business Administration (BBA)
University of Houston - Cyvia and Melvyn Wolff Center for Entrepreneurship 2007 — 2007
Corporate Entrepreneurship Certificate
Baylor University
USI Insurance Services December 2014 - Present
Univers Workplace Solutions August 2014 - December 2014
Winston Benefits Inc January 2013 - December 2014
Evolution Markets March 2011 - May 2012
OTC Global Holdings LP February 2009 - February 2011
Natsource January 1996 - January 2002
Skills
Voluntary Employee..., Life Insurance, Health Insurance, Accident Insurance, Disability Insurance, Sales, Marketing
Education
University of Florida
Master of Business Administration (M.B.A.), Marketing
University of Miami - School of Business
Bachelor of Business Administration (BBA), Business Law
OTC Global Holdings LP August 2012 - Present
Shell Trading May 2012 - August 2012
MRE Consulting May 2011 - August 2012
JPMorgan Chase January 2012 - April 2012
BG Group August 2011 - December 2011
Independent Petroleum Association of America May 2007 - August 2007
Skills
R, Stata, Excel, Game Theory, Structural Equation..., Econometric Modeling, Statistical Modeling, Bayesian statistics, SPSS, S, Endur, Financial Modeling, Crude Markets, Research Design, Time Series Analysis, Logistic Regression, Gas and Power, Bloomberg Terminal, VBA, SQL, Microsoft Excel, Commodity Markets, Policy Analysis, Valuation, Energy, Financial Risk, Natural Gas Liquids, Commodity, Statistics, Econometrics, Quantitative Analytics, Derivatives, Options
Education
Creighton University 2009 — 2010
M.A., International Relations: Research Design Analysis
Creighton University 2005 — 2009
B.A., Political Science
NuORDER Inc. April 2015 - Present
Viridis Learning 2014 - Present
Pave.com 2013 - 2013
The Socialer April 2011 - 2013
Building Bridges to Wealth June 2010 - June 2012
Choice! Energy Services August 2011 - 2012
OTC Global Holdings LP June 2010 - November 2011
J.S Hewitt Ventures June 2009 - 2009
AMZ Packaging June 2008 - August 2008
Skills
Leadership, Energy, Entrepreneurship, Business Strategy, Analytics, E-commerce, Business Development, Analysis, Strategy, Valuation, Start-ups, Financial Modeling, Investments, Venture Capital, PowerPoint, Due Diligence, Strategic Planning, Market Research, Competitive Analysis, Strategic Partnerships, Business Planning, New Business Development, Social Networking
Education
Columbia University in the City of New York
Bachelor of Arts (BA), Political Science
Servite High School
Seabury Financial Solutions LLC - FXOne December 2014 - Present
Bank of America Merrill Lynch September 2014 - December 2014
OTC Global Holdings LP December 2010 - August 2014
Inertia Power, LLC November 2013 - June 2014
Lightspeed Financial, Formerly E*Trade Pro March 1999 - December 2010
Life-Tech, Inc 1989 - 1999
Skills
Software Development, Microsoft SQL Server, C#, .NET, VB.NET, Android, Linux, MySQL, Web Services, Windows, Programming, SSRS, SOAP, Web Applications, Objective-C, Object Oriented Design, SQL, Software Engineering, Software Design, OS X, Crystal Reports, Visual Studio, Business Intelligence, Java, WPF, OOP
Education
Texas Southern University 2003 — 2006
VidMob July 2015 - Present
JPMorgan Chase June 2012 - July 2015
JPMorgan Chase June 2011 - August 2011
Code Blue Recovery Drink September 2010 - February 2011
OTC Global Holdings LP June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Bloomberg, Data Analysis, Public Speaking, Microsoft Word, Economics, Research, Financial Modeling, Investments, Trading, Asset Management, Banking, Finance
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts, Psychology, Business Management Concentration
W.B. Ray High School 2004 — 2008
SolomonEdwards December 2013 - Present
NRG Energy April 2013 - December 2013
SolomonEdwardsGroup January 2013 - April 2013
LyondellBasell January 2011 - December 2012
LyondellBasell February 2010 - January 2011
OTC Global Holdings LP December 2009 - March 2010
Halliburton August 2007 - December 2009
Skills
Financial Reporting, Fixed Assets, Consolidation, Hyperion Enterprise, SAP, Access, Accounting, Analysis, Sarbanes-Oxley Act, Financial Statements, Financial Analysis, HFM, Financial Accounting, Business Intelligence, Forecasting, Internal Controls, SEC filings, Business Process, Business Process..., ERP, Financial Modeling, Due Diligence, Essbase, Process Improvement, Cost Accounting, Variance Analysis, Managerial Finance, Hyperion Planning, Internal Audit, Mergers & Acquisitions, Business Analysis, Corporate Finance, Auditing, US GAAP, Hyperion HFM, Finance, Sarbanes-Oxley, SAP BW, IFRS, General Ledger, Financial Audits, GAAP, SAP R/3, JD Edwards, Integration, Cash Flow Forecasting, PeopleSoft, Cash Management, Restructuring, Revenue Recognition
Education
Glasgow Caledonian University
Master of Business Administration (pending)
Texas Tech University
Bachelor of Arts
Putnam Investments November 2013 - Present
Columbia University September 2009 - May 2013
The Clinton Group October 2012 - February 2013
OTC Global Holdings LP June 2011 - August 2011
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Social Sciences
Buckingham Browne and Nichols
OTC Global Holdings LP August 2015 - Present
Pace Global Energy Services September 2012 - July 2015
Darden February 2012 - September 2012
Mimis Cafe July 2011 - February 2012
CARFAX June 2010 - December 2010
James Madison University September 2007 - May 2009
Skills
SAS, Matlab, PowerPoint, Excel, Word, C++, Microsoft Excel, Microsoft Word, Visual Basic, Hedging, Quantitative Finance, Valuation, Finance, Financial Modeling, Microsoft Office, Analysis, Data Analysis
Education
James Madison University 2007 — 2011
Bachelors of Science, Quantitative Finance
DataGenic March 2015 - Present
OTC Global Holdings LP March 2011 - March 2015
IVG Energy January 2011 - March 2011
Morningstar August 2009 - January 2011
Whiteside Energy July 2008 - April 2009
Trading Technologies January 2007 - June 2008
Vega Commodity Partners September 2006 - November 2006
Infinium Capital Management August 2006 - October 2006
Goldenberg Hehmeyer May 2006 - July 2006
Skills
Trading, Commodity, Risk Management, Market Data, Sales, VBA, Commodity Markets, Derivatives, Hedging, Options, Energy, Equities, Bloomberg, Financial Risk, Financial Modeling, Trading Strategies, Energy Markets, Hedge Funds, Analysis, Financial Markets, Portfolio Management, Capital Markets, Quantitative Analytics, Technical Analysis, Natural Gas, Swaps, Trading Systems, Electronic Trading, VAR, Proprietary Trading, Portfolio Optimization, Market Risk, Fixed Income, Equity Trading, Market Making, Traders, Valuation, Equity Derivatives, Alternative Investments, Volatility, Asset Management, Emerging Markets, FX Options, Structured Products, Investments, FX trading, Commodity Risk..., Options Strategies, Structured Finance, Quantitative Finance
Education
Kent State University - Graduate School of Management 2005 — 2006
Masters, Financial Engineering
Trinity University 2001 — 2005
BA, Mathematics
Jesuit College Preparatory School of Dallas 1998 — 2001
Balyasny Asset Management L.P. June 2014 - Present
Oxford Global Resources August 2012 - August 2013
OTC Global Holdings LP June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
Columbia University in the City of New York 2009 — 2014
Bachelor's Degree, Political Science and Government
St. John's Preparatory school
OTC Global Holdings LP July 2013 - Present
SBM Offshore Inc October 2012 - April 2013
Eroncee Financial Services March 2010 - October 2012
Sterling Bank May 2006 - June 2009
JP Morgan Chase Bank January 2000 - May 2006
Skills
Accounts Payable, Invoicing, Account Reconciliation, Accounting, Auditing, QuickBooks, Variance Analysis, Excel, PeopleSoft, Microsoft Excel, Journal Entries, Microsoft Dynamics SL
Education
DeVry University 2006 — 2009
Bachelor's degree, Finance
Houston Community College 2014 — 2014
Accounting courses (In Progress)
Classic Energy, LLC 2015 - Present
OTC Global Holdings LP February 2006 - January 2015
Classic Energy, LLC 2015 - 2015
Amerex Brokers LLC January 2005 - January 2006
Bank of America August 2004 - December 2005
US Army March 2000 - January 2005
Skills
Pipelines, Natural Gas
Education
University of Houston 2004 — 2009
Bachelor of Business Administration (B.B.A.), International Business
OTC Global Holdings LP September 2012 - Present
Cor-Lin Construction June 2007 - January 2012
Skills
Natural Gas, Commodity Markets, Energy, Commodity, Renewable Energy, Hedging, Petroleum, Oil & Gas Industry, Trading, Energy Markets, Electricity Markets, Energy Industry, Energy Policy, Upstream, Risk Management, Due Diligence, Downstream Oil & Gas, Energy Management, Gas, Energy Efficiency, Financial Modeling, LNG, Demand Response
Education
SUNY Oneonta 2008 — 2012
Bachelor of Science (BS), Geography With A Minor Outdoor Educations
Montclair State University August 2015 - Present
OTC Global Holdings LP October 2012 - July 2015
Institutional Investor May 2011 - July 2011
Skills
Microsoft Excel, Bloomberg, Finance, Management, Natural Gas Trading, Access, Financial Analysis, OTC, Financial Modeling, Commodity Markets, Analysis, PowerPoint, Financial Markets
Education
Montclair State University 2015 — 2018
M.A. Candidate, Speech-Language Pathology
Siena College 2008 — 2012
Bachelor of Science (BS), Finance
Ramsey High School
Ramsey High School
OTC Global Holdings LP September 2015 - Present
Dual Fuel Corp May 2014 - August 2015
Tradition 1996 - December 2013
Texaco 1991 - 1996
Skills
Budgets, Customer Service, Research, Public Speaking, Strategic Planning, Energy Industry, Energy Management, Power Distribution, Risk Management, Financial Analysis, Trading, Energy, Sales, Management, Contract Negotiation
Education
Fordham University
Master of Business Administration (MBA)
United States Merchant Marine Academy 1983 — 1987
Bachelor’s Degree, Engineering
Enchanted Rock LTD April 2015 - Present
Enchanted Rock LTD June 2013 - April 2015
Iona College Trading Floor August 2012 - December 2012
OTC Global Holdings LP May 2010 - August 2012
Skills
Finance, Bloomberg, Microsoft Excel, Financial Reporting, Financial Analysis, NYMEX, Microsoft Word, Morningstar, Data Analysis, Management, Commodity
Education
Iona College 2013 — 2014
Master's Degree, Finance, 3.75
Iona College 2013 — 2014
Certificate, International Business, 3.75
Iona College – Hagan School of Business (AACSB Accredited) 2009 — 2013
Bachelor of Business Administration, Finance
Morgan Stanley September 2015 - Present
ION Energy Group LLC January 2013 - June 2015
OTC Global Holdings LP July 2011 - January 2013
Sigma Chi Fraternity December 2009 - December 2010
Informetric Systems Inc. May 2010 - August 2010
Skills
Energy Markets, Futures, Futures Trading, Options, Options Strategies
Education
Denison University 2007 — 2011
Bachelor of Arts, Economics
Chatham High School - Chatham, NJ 2003 — 2007
Saint Arnold Brewing Company 2008 - Present
OTC Energy Holding May 2006 - December 2008
OTC Global Holdings LP May 2006 - December 2008
Skills
Financial Analysis, Managerial Finance, Financial Modeling, Due Diligence, Financial Risk, Risk Management, Process Improvement, Business Process..., Monthly Close Process, Intercompany..., Monthly Close, Sales & Use Tax, Accounting, Financial Reporting, Internal Controls, Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
Bachelor of Business Administration, Accounting
OTC Global Holdings LP February 2011 - Present
Education
State University of New York at Albany 1985 — 1989
NetVersant January 2015 - Present
OTC Global Holdings LP October 2002 - November 2014
Skills
Financial Analysis, Due Diligence, Financial Reporting, Budgeting, Business Strategy, Strategic Planning, Analysis, Financial Modeling, Forecasting, Risk Management, Private Equity, Excel, Valuation, Derivatives, Investments, Accounting, Budgets, Microsoft Excel, Portfolio Management, Managerial Finance, Natural Gas, Commodity Markets, Mergers & Acquisitions, Mergers, Energy, Hedging, Contract Negotiation, Finance, Trading, Hedge Funds, Energy Markets, Capital Markets, Management, Commodity, Corporate Finance, New Business Development, Equities, Business Development, Negotiation, Start-ups, Financial Markets
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 1987 — 1991
BA, Economics
OTC Global Holdings 2010 - Present
OTC Global Holdings LP 2008 - 2010
Forethought Financial Services 2007 - 2008
Skills
Natural Gas, Derivatives, Energy, Options, Trading, Risk Management, Energy Industry, Financial Analysis, Energy Markets, Commodity Markets, Consultative Approach, Strategy Development, Strategy Execution, Transaction Management, Deal Execution, Research, Analysis, Client Needs Fulfillment, Account Management, Sales Development, Business Development, Client Support, Oil & Gas Industry..., Client Requirements..., Marketing, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Public Speaking, Presentations, Prospecting, Lead Generation, Lead Qualification, Natural Gas Transactions, Standard Specifications, Non-Standard..., Open Position Monitoring, Working Order Execution, Managing Price Exposure, Trade Idea Generation, Consultative Selling, Solutions Selling, Price Discovery, Trading Requirements, Risk Mitigation, Risk Assessment, Sales, Business Development..., Marketing Strategies
Education
Birmingham-Southern College 2003 — 2007
Tullett Prebon January 2014 - August 2014
Dorado Energy Services December 2012 - December 2013
JP Morgan Chase February 2011 - November 2012
OTC Global Holdings LP November 2009 - January 2011
Macquarie Group June 2007 - October 2009
J&C Commodities June 2005 - September 2007
Alliance Futures July 2003 - July 2005
Prime International Trading November 2000 - June 2003
SMW Trading 1998 - 2000
Skills
Commodity, Options, Hedging, Trading, Derivatives, Commodity Markets, Trading Strategies, Electronic Trading, Volatility, Options Strategies, Proprietary Trading, Commodity Risk..., Technical Analysis, Trading Systems, Swaps, Derivatives Trading, Financial Markets, FX trading, Currency, Risk Management, Market Making, Equity Derivatives, Bloomberg, Hedge Funds, Equities, FX Options, Equity Trading, Fixed Income, Arbitrage, FINRA, Traders, Alternative Investments, Market Risk, Interest Rate..., Capital Markets, Soft Commodities, Foreign Exchange, Securities, Natural Gas
Education
Northwestern University 1992 — 1997
BS, Organizational Learning and Behavior
Royal HS
OTC Global Holdings LP February 2011 - June 2014
GFI Group August 1999 - January 2011
Prebon Yamane October 1997 - July 1999
Tradition North America September 1994 - August 1997
Garvin Guy Butler May 1990 - September 1994
Skills
Options, Commodity Markets, Commodity, Hedging, Natural Gas, Proprietary Trading, Energy, Technical Analysis, Trading Strategies, Commodity Risk..., Electricity Markets, Bloomberg, Traders, Financial Modeling, Equity Derivatives, Capital Markets, FX Options, Alternative Investments, Investments, Portfolio Management
Education
Niagara University 1986 — 1990
Bacheleor of Science, Marketing
OTC Global Holdings LP August 2014 - Present
Texla Energy Management April 2014 - August 2014
Direct Energy January 2013 - April 2014
Texla Energy Management September 2007 - December 2012
Southwest Water Company August 2006 - September 2007
Calpine 2001 - 2006
Arthur Andersen 1999 - 2001
Skills
Forecasting, Sarbanes-Oxley Act, Accounting, US GAAP, Internal Controls, Financial Modeling, Finance, Strategic Financial..., GAAP, Financial Reporting, Account Reconciliation, Consolidation, Auditing, Corporate Finance, Due Diligence, Financial Accounting, Financial Analysis, General Ledger, Internal Audit, Managerial Finance, Mergers & Acquisitions, Variance Analysis, SEC filings, Cash Management, Sarbanes-Oxley, Accounts Payable, Risk Management, SAP, IFRS, Financial Planning
Education
The University of Texas at Austin 1999 — 2004
MPA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2004
Master's degree, Professional Accounting
OTC Global Holdings LP March 2012 - Present
NextEra Energy Resources June 2010 - August 2011
Source and Summit Co. September 2008 - August 2011
Constellation Energy 2007 - 2008
Barclays Capital 2006 - 2007
Mirant 1995 - 2006
Skills
Derivatives, Energy, Commodity Markets, Management, Trading, Commodity, Hedging, Natural Gas, Budgets, Options, Financial Analysis, Proprietary Trading, Valuation, Technical Analysis
Education
Georgia Institute of Technology 1994 — 2000
BS, Management
St. Pius X 1991 — 1994
Tullett Prebon May 2015 - Present
OTC Global Holdings LP February 2009 - May 2015
New York Mercantile Exchange January 2006 - January 2009
Nuon January 2001 - December 2005
Coastal Corp 1996 - 2000
Skills
Commodities, Trading, Energy, Derivatives, Risk Management
Education
University of Houston 1991 — 1991
Intl finance
Texas State University-San Marcos 1986 — 1990
Bachelors of Science, Business Management/Finance
Classic Energy, LLC November 2012 - Present
OTC Global Holdings LP January 2000 - October 2012
ICAP November 2006 - October 2007
Prebon Yamane January 1997 - December 1999
Skills
Financial Analysis, Negotiation, Strategic Planning, Business Planning, New Business Development, Natural Gas, Team Leadership, Project Management, Energy, Event Planning, Product Development
Education
University of Houston 1996 — 1997
Rice University 1992 — 1996
BA, Managerial Studies and Political Science
OTC Global Holdings LP December 2013 - Present
ICAP February 1999 - September 2013
First Union National Bank July 1997 - February 1999
Skills
Trading, Equities, Risk Management, Financial Markets, Procurement, Options, Commodity, Natural Gas, Investments, Derivatives, Commodity Markets
Education
University of Kentucky 1992 — 1997
BBA, Marketing, Management
Point Ashley January 2014 - Present
Zayat Stables LLC May 2013 - Present
Zayat Stables LLC June 2010 - 2013
Fitch Ratings June 2012 - October 2012
Misr Glass September 2010 - July 2012
OTC Global Holdings LP June 2011 - August 2011
Marc Ecko Enterprises 2008 - 2008
Skills
Derivatives, Trading, Analysis, Equities, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Asset Management, Portfolio Management, Business Planning, Corporate Finance, Capital Markets, Economics, Options, Bonds, Fixed Income, Equity Research, Financial Markets, Bloomberg Terminal, Finance
Education
NYU Stern School of Business 2009 — 2013
Associate's degree, Business Studies
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
New York University 2009 — 2013
Bachelor of Arts, Economics
The Frisch School
OTC Global Holdings LP January 2012 - December 2013
Skills
Microsoft Excel, PowerPoint, Financial Reporting, Strategic Planning, General Ledger, Accounting, Public Speaking, Customer Service, Employee Relations, Analysis, Finance, Financial Analysis, Forecasting, Management, Microsoft Office, Process Improvement, Petroleum, Microsoft Word, Negotiation, Managerial Finance
Education
University of Houston, C.T. Bauer College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Toi Bethley, CPA 2014 - Present
OTC Global Holdings LP 2009 - 2014
Baker Hughes 1997 - 2009
US Delivery Systems 1995 - 1997
Skills
QuickBooks, Full-Charge Bookkeeping, Bank Reconciliation, Account Reconciliation, Journal Entries, Accounts Payable, Accounting Receivable, Internal Controls, Variance Analysis, General Ledger, SAP, Microsoft Dynamics SL, Consolidations, Financial Reporting, Forecasting, Budgets, Hyperion Enterprise
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
OTC GLOBAL HOLDINGS LP January 2014 - July 2015
INDUSTRIAL INFO RESOURCES September 2012 - August 2013
ROBERT HALF July 2011 - June 2012
THE SMITH GROUP September 2010 - June 2011
US CENSUS BUREAU March 2009 - August 2010
KEY EQUIPMENT FINANCE April 2006 - October 2007
LATX TECHNICAL SERVICES April 2003 - December 2005
SHELL OIL PRODUCTS US September 1998 - March 2003
Skills
Invoicing, Accounts Payable, Payroll, Accruals, Account Reconciliation, Journal Entries, Accounting, Financial Statements, Variance Analysis, Bank Reconciliation, Finance, Spreadsheets, Internal Audit, Tax, Budgets
Education
Texas Southern University
Bachelor of Business Administration, Accounting