PHD Capital
Industry: Company
DescriptionFounded: 1995 Subsidiary: Perrin Holden & Davenport Capital Corp., Investment Arm
PHD Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PHD Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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PHD Capital Employees
Berkshire Hathaway HomeServices KoenigRubloff Realty Group April 2013 - Present
Koinonia Capital Group of Investors (KCGI) June 2008 - December 2010
JPMorgan Chase 2010 - 2010
Unity Financial Strategists (GSS) July 2007 - June 2008
PHD Capital December 2006 - June 2007
New York Mets January 2003 - April 2006
Northwestern University September 2001 - May 2002
Rivals.com June 2000 - February 2001
HALO Branded Solutions June 2000 - August 2000
The Daily Collegian June 1999 - May 2000
Skills
Time Management, Private Equity, Mergers, Finance, Mergers & Acquisitions, Strategic Planning, Business Development, Financial Analysis, Project Finance, Financial Modeling, Asset Management, Loans, Investments, Commercial Real Estate, Portfolio Management, Valuation, Series 7, Sales, Marketing, Real Estate
Education
Penn State University 1996 — 2002
Bachelor of Science, Marketing - Smeal College of Business
Maine South High School
Maine South High School
Adams Wealth Management Inc. March 2011 - Present
United States Air Force November 2005 - March 2012
PHD Capital July 2008 - March 2011
Skills
Financial Analysis, Portfolio Management, Asset Managment, Series 7, Investments, Equities, Asset Allocation, Options Strategies, Equity Derivatives, Delta One, Wealth Management, Asset Management, Securities, Strategic Financial..., Fixed Income, Bloomberg
Education
State University of New York at Buffalo 2003 — 2008
Bachelors, International Business
Allied Plasma July 2014 - Present
Momentum Capital Consulting June 2014 - Present
Momentum Capital Ventures LLC May 2013 - Present
Momentum Capital Ventures April 2013 - Present
Code2Action, Inc. 2013 - 2014
Boston Metal Exchange February 2011 - January 2013
JM Farms Patient Group Inc. 2012 - 2013
Workbridge Associates June 2010 - September 2010
PHD Capital January 2008 - September 2009
JP Turner & Company, LLC 2006 - 2008
Skills
Equities, Series 7, Strategy, Finance, Investments, Management, Securities, Fixed Income, Series 63, Mutual Funds, Options, Venture Capital, Financial Services, Sales, Social Media, Microsoft Office, Strategic Planning, Marketing, Private Equity, Leadership, Customer Service, Sales Management, Project Management
Education
New England College 1999 — 2004
B.A., Political Science
New England College 1999 — 2004
-BA, Political Science/ Oral Communication
Exeter High School 1995 — 1999
Political Science and Government
NYC DOE August 2014 - Present
DOE January 2010 - August 2014
KG Fare Catering & Events LLC September 2008 - August 2014
LearningSpring School June 2008 - January 2010
LearningSpring Elementary School August 2005 - June 2008
Department of Education August 2004 - August 2005
PHD Capital January 2000 - January 2002
Abercrombie & Fitch January 1997 - January 2000
Skills
PowerPoint, Microsoft Publisher, Social Media, Staff Development, Non-profits, Curriculum Design, Technology Integration, Grant Writing, Classroom
Education
Baruch College New 2010 — 2012
Masters, General and Special Education
City University of New York-Hunter College 2003 — 2007
MA, Special Education
2007 Hunter College New 2002 — 2007
Masters, General and Special Education
Drew University 1995 — 1999
Bachelor, the Arts; Behavioral Sciences
Lampert Capital Markets June 2014 - Present
Self Employed Insurance Industry September 2012 - Present
Cetera Advisor Networks LLC September 2012 - September 2013
PHD Capital 2011 - 2012
Seaboard Securities, Inc. March 2009 - November 2010
PHD Capital October 2007 - February 2009
Skills
Health Insurance, Retirement Planning, Term Life Insurance, Income Protection, College Savings Plans, Personal Budgeting, Disability Insurance, Estate Planning, Long Term Care Insurance, Variable Annuities, Fixed Income, Deferred Compensation, Group Benefit Plans, Municipal Bonds, 401k, 403 b, SEP IRA, IRAs, Mutual Funds, 529 Plans, US Treasuries, Government Bonds, Permanent Life Insurance, Minimizing Tax..., Fixed Annuities, Individual Pension Plans, Money Market Accounts, Stocks, Charitable Gift Planning, Tax Sheltered Annuities, Profit Sharing, Pension Funds, Qualified Retirement..., Charitable Trusts, Savings, Legacy Giving, Wealth Preservation..., Derivatives, Disability Benefits, Income for Life, Inflation, Corporate Budgeting, Retirement Savings, Retirement Benefits, Limited Partnerships, Money Market Funds, Alternative Investments, REIT, Financial Risk, Key Person Protection
Education
Temple University - Fox School of Business and Management
Finance
AFL-CIO Housing Investment Trust June 2009 - Present
My Image Studios 2008 - Present
5th Element Capital 2010 - 2011
AFL-CIO Housing Investment Trust June 2008 - August 2008
Full Spectrum of NY February 2004 - July 2007
PHD Capital 2003 - 2003
Skills
Financial Analysis, Financial Modeling, Real Estate Finance, Real Estate Development, New Business Development, Digital Strategy, Entrepreneurial Spirit, Real Estate Economics, Investments, Entrepreneurship, Business Development, Valuation, Strategic Planning, Portfolio Management, Start-ups, Finance
Education
University of Southern California 2007 — 2009
MBA, Entrepreneurship, Real Estate, Finance
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Investments and Financial Services, Real Estate, Entrepreneurship
University of Maryland College Park 1999 — 2003
BA, Economics
Stuyvesant High School 1995 — 1999
PS 11
TD Ameritrade March 1999 - Present
PHD Capital 1997 - 1999
Skills
Mutual Funds, Wealth Management, Series 7, Series 63, Risk Management, Uniform Combined State..., Securities, Series 24, Asset Allocation, Investments, Retirement Planning, Financial Services, Equities, FINRA, Series 65, Retirement, Investment Strategies, Portfolio Management, ETFs, Strategic Financial..., Fixed Annuities, Trading, Financial Planning, Finance, Relationship Management, Alternative Investments, Investment Advisory, Management, Options, Fixed Income, Financial Advisory, Investment Brokerage, Banking, Asset Management, 401k
Education
Pace University
University of Phoenix
Hampton Bays High School
Prudential Insurance Company of America December 2012 - Present
JH Darbie & Co, October 2002 - July 2012
PHD Capital May 2001 - October 2002
Education
Lviv State University 1994 — 1999
MS, Engineering
Dale Carnegie Training January 2015 - Present
Lemmor Capital June 2011 - December 2014
Phd Capital January 2009 - June 2011
J.P. Turner & Company, LLC September 2005 - February 2009
Ameriprise Financial Services, Inc. 2008 - 2009
Skills
Leadership, Sales, Public Speaking, Finance, Risk Management, Corporate Communications, Sales Presentations, Management Training..., Presentation Skills, Personal Development, Customer Service, Management, Presentation Design
Education
Suffolk County Community College 1991 — 1994
Patchogue Medford High School 1989 — 1991
Legend Securities Inc. August 2012 - Present
PHD Capital September 1997 - November 2012
Peter Hoffman CPA August 1994 - October 1998
US Navy Reserve August 1983 - September 1998
US Navy August 1977 - August 1983
Skills
Investments, Asset Management, Private Equity, Due Diligence, Hedge Funds, Corporate Finance, Mergers & Acquisitions, Securities, Accounting, Risk Management, Financial Analysis, Portfolio Management, Alternative Investments, Equities, Internal Controls, Venture Capital, Tax, Financial Services, Financial Reporting, Corporate Tax, Valuation, Series 7, CFOs, Estate Planning, Management Consulting, Sarbanes-Oxley Act, Fixed Income, Wealth Management, SOX, Audit, Auditing, Preparation, Compliance, Bank Secrecy Act, Anti Money Laundering, KYC, FINOP, Series 24, Equity Derivatives, Structured Products, 15c3-1, 15c3-3
Education
University of Arizona 1983 — 1987
B.S., Accounting
Naval Nuclear Power School 1977 — 1979
Mechanical Operator, Nuclear Propulsion
S&P Capital IQ April 2015 - Present
REDI Technologies November 2013 - April 2015
MantaraX January 2011 - October 2013
Mantara Inc September 2010 - October 2013
TradingScreen 2005 - 2010
BNY Brokerage 2003 - 2005
Sonic Trading 2003 - 2004
PHD Capital 2002 - 2002
Skills
E-commerce, Technology, Electronic Trading, EMS, Equities, FX, Options, Derivatives, Financial Markets, Trading Systems, Buy-side, Sell Side, Order Management, Ultra Low Latency, Low Latency, High Frequency Trading, Market Data
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
PHD Capital June 2009 - Present
Bear Stearns January 1998 - March 2003
Education
Boston College 1982 — 1987
BA/BS, Computer Science/Marketing
Right Angle Fund May 2013 - Present
Self-employed November 1994 - May 2013
May Davis Group June 1998 - September 2001
PHD Capital April 1996 - June 1998
Skills
Forex trader, Stock Trading, Investments
Education
Series 7 1994 — 2008
NYU