Phoenix Partners group
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Phoenix Partners group Employees
Appeagle February 2014 - Present
Phoenix Partners Group September 2008 - April 2013
Skills
ASP.NET, Microsoft SQL Server, Options, Electronic Trading, Trading Systems, Derivatives, Fixed Income, Trading, Equity Derivatives, Software Development, C#, Hedge Funds, Equities, Equity Trading, Credit Derivatives, Financial Markets, SQL, Investment Management, Quantitative Finance, Structured Products, Market Data, Linux System..., Financial Modeling, Programming, Risk Management, Linux Server, Bloomberg, TCP/IP, Bonds, Securities, Swaps, FX trading, Low Latency, Interest Rate...
Education
New Jersey Institute of Technology 2002 — 2007
Headwaters MB (Infrastructure Finance Group) January 2014 - Present
SunGen Capital Management, LLC 2011 - Present
Carbon Solutions America 2010 - 2011
Phoenix Partners Group 2008 - 2010
APX, Inc 2004 - 2008
The Bank of New York 2000 - 2004
Scient Corp 1999 - November 2000
Alstom Grid (ESCA Corp) 1985 - 1999
Skills
Renewable Energy, Energy, Project Finance, Energy Trading, Electricity Markets, Renewable Energy Credits, Executive Management, Derivatives, Investment Management, Carbon Finance, Software Development, Technology Management, Asset Managment, Commodity
Education
Purdue University
M.Sc.E, Engineering
Phoenix Partners Group September 2009 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, NetSuite, Windows, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Modeling, Financial Analysis, General Ledger, Income Statement, Cash Flow, Balance Sheet, Finance, Accounting, Management, Variance Analysis, Financial Accounting, Data Analysis, Forecasting
Education
Arizona State University 2004 — 2009
Bachelor of Arts (B.A.), Communications
FBN Securities May 2013 - Present
Phoenix Partners Group 2011 - April 2013
MF Global February 2010 - November 2011
Education
Rutgers University-New Brunswick 2001 — 2005
Suja Juice July 2013 - Present
Jack Family Farms, Inc. October 2012 - Present
Phoenix Partners Group March 2010 - September 2012
Creditex November 2007 - November 2009
Barclays Capital September 2006 - August 2007
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Private Export Funding Corporation (PEFCO) July 2013 - Present
Phoenix Partners Group June 2010 - July 2013
Skills
Finance, Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Partnerships, Partnership Taxation, Tax Accounting, Accounts Receivable, Auditing, US GAAP, General Ledger, Cash Flow, Credit, Financial Modeling, Internal Controls, Cash Management, Consolidation, Project Finance, Variance Analysis, Cash Flow Forecasting, Equity Derivatives, Bloomberg, CDS, Sarbanes-Oxley Act, Trading, Account Reconciliation, Financial Regulation, GAAP, FINRA, SEC filings, Valuation, Credit Derivatives
Education
SUNY Albany 2006 — 2010
Bachelor of Science (B.S.), Accounting
ICAP September 2014 - Present
GFI Group April 2012 - September 2014
Phoenix Partners Group December 2008 - March 2012
The Quintin Group March 2005 - August 2008
Skills
Derivatives, Capital Markets, Credit Derivatives, Equity Derivatives, Fixed Income, Equities, Trading, Hedge Funds, Electronic Trading, Emerging Markets, Options, Equity Trading, Series 7, Series 63, series 3, series 55, Structured Products, Bloomberg, FINRA
Education
La Salle University 1998 — 2002
New World Spirits December 2014 - Present
Vega Consulting 2014 - Present
Panache Beverage Inc November 2011 - April 2014
Rienzi & Sons November 2008 - November 2011
Phoenix Partners Group February 2006 - March 2008
OpHedge Investment Services June 2005 - January 2006
Goldman Sachs Asset Management November 2001 - June 2005
Goldman Sachs February 2000 - November 2001
Skills
Controllership /..., Fundraising Assistance..., Internal Controls, Corporate Tax Management, Forecasting, Management, Financial Modeling, Internal Audit, Financial Analysis, Outsourcing, Foreign Exchange, Budgets
Education
Fordham University Graduate School of Business 2002 — 2004
MBA, International Finance
Fordham University 1997 — 1999
B.S, International Marketing and Management
Castleton Commodities International May 2013 - Present
Louis Dreyfus Highbridge Energy March 2012 - April 2013
Phoenix Partners Group March 2011 - March 2012
Glencore 1990 - 2008
Skills
Commodity, Commodity Markets, Energy, Trading, Hedging, Financial Modeling, Business Strategy, Valuation, Derivatives, Options, Petroleum, Corporate Finance, Business Development, Natural Gas, Strategy
Education
University of Buenos Aires
Credit Suisse April 2013 - Present
Phoenix Partners Group October 2009 - March 2013
Merrill Lynch January 2004 - January 2009
Merrill Lynch December 2000 - January 2004
Skills
CDO, CDS, Credit Derivatives, Fixed Income Trading, Structured Products, Fixed Income Products, Fixed Income, Structuring, Derivatives, Market Risk, Financial Engineering, Hedge Funds, Bloomberg, Quantitative Finance, Capital Markets, Trading, Debt, Credit Risk, Alternative Investments, Credit Analysis, Hedging, Options, Credit, Series 7, Risk Management, Credit Trading, VAR, CVA
Education
New York University 1999 — 2000
MS, Financial Engineering
University of Cambridge 1998 — 1999
Masters, Mathematics
Pfizer October 2013 - Present
Pfizer July 2011 - August 2013
Phoenix Partners Group May 2010 - August 2010
Phoenix Partners Group June 2009 - August 2009
DeLuca and Taite Attorneys at Law June 2008 - August 2008
Skills
Oracle Applications, Bloomberg, SAP, Computron, Microsoft Office, Firebird, Financial Modeling, Valuation, Financial Analysis, Derivatives, Microsoft Excel, Planning Budgeting &..., Spotfire, Tableau
Education
Indiana University Bloomington 2008 — 2011
BA, Economics
Brebeuf Jesuit Preparatory School 2005 — 2007
Calvert Hall College High School 2003 — 2005
The Hackett Group 2015 - Present
Dover Corporation 2014 - 2015
Phoenix Partners Group 2011 - 2013
Ernst & Young 2009 - 2011
Sara Lee Corporation 2004 - 2007
EY 2001 - 2004
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Project Management, Financial Analysis, Business Process..., Cross-functional Team..., Corporate Finance, Trading, Acquisition Integration, Corporate Strategy..., Sales, Emerging Markets, Business Performance..., Talent Management, Transaction Origination, New Business Development
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Strategy, Finance and Organizational Management
AICPA - American Institute of CPAs
Certified Public Accountant
Queens College
BA, Accounting & Economics
J.P. Morgan Asset Management October 2012 - August 2015
Phoenix Partners Group June 2011 - August 2011
J.P. Morgan Asset Management June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA), Real Estate
NYU School of Professional Studies 2014 — 2015
Selected coursework in Real Estate Financial Analysis
Northwestern University 2008 — 2012
BS, Industrial Engineering
PwC August 2014 - Present
Hamilton College August 2013 - May 2014
IBM May 2013 - January 2014
Social Accountability International May 2012 - August 2012
AMC Networks June 2011 - July 2011
Phoenix Partners Group May 2011 - June 2011
Harvard Business School June 2010 - August 2010
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Political Science/Government
Columbia Grammar and Preparatory School 2006 — 2010
High School Diploma
The Allen-Stevenson School 1997 — 2006
Zic Green Brokerage and Consulting, LLC April 2011 - Present
iES Corp 2011 - Present
Phoenix Partners Group March 2009 - April 2011
Tullett Prebon December 2007 - March 2009
Tullett Prebon June 2007 - December 2007
Rutgers University August 2003 - May 2007
iES and Specified Air January 2007 - April 2007
Fimat July 2006 - August 2006
Rutgers University May 2003 - May 2006
TT Electronics May 2002 - March 2003
Skills
Renewable Energy Credits, Renewable Energy, Energy, Energy Efficiency, Trading, Options, Natural Gas, Program Management, Energy Management
Education
Rutgers University-New Brunswick 2003 — 2007
MS, Ceramic and Material Science Engineering
Rutgers University-New Brunswick 1999 — 2003
BS, Ceramic and Material Science Engineering
GFI Group September 2011 - Present
Chapdelaine & Co. June 2010 - July 2011
Phoenix Partners Group February 2006 - April 2010
Residential Lending Corporation September 2001 - January 2006
Skills
New Business Development, Manage client..., Project Management, Conflict Resolution, Team Building, Team Management, Cross-functional Team..., Finance, Trading, Investments, Financial Services, Banking
Education
University of Maryland College Park 1998 — 2001
Bachelor's degree, Communication, General
Robert Morris University 1997 — 1998
General Studies
John B. McLellan, Licensed Real Estate Broker April 2015 - Present
MKM Partners May 2014 - Present
Phoenix partners group July 2011 - May 2013
Miller Tabak + Co., LLC 2010 - 2012
jb mac 2002 - 2004
Skills
Trading, Bloomberg, Equities, Equity Trading, Electronic Trading, Equity Derivatives, Hedge Funds, Options, Trading Systems, Derivatives, Capital Markets, Series 7, Financial Markets, Fixed Income, Series 63, Equity Research, Securities, FINRA, Investment Banking, Bonds, Alternative Investments, Investments, Asset Management, Portfolio Management
Education
Baruch College 2009 — 2010
Master's degree, Finance, General
University of Delaware 1998 — 2002
Finance, General
University of Delaware 1998 — 2002
Bachelor's degree, Finance
MarketAxess October 2012 - Present
Phoenix Partners Group April 2009 - October 2012
Nixon Peabody June 2007 - March 2009
Troutman Sanders LLP September 2002 - April 2007
Skills
Securities Regulation, Corporate Law, FINRA, CDS, Equities, International Law, Financial Regulation, Bonds, Options, Fixed Income, Series 7, Derivatives, CFTC, Series 24, Series 63, Equity Derivatives, Trading, Credit Derivatives, Structured Products, Swaps, Broker-Dealer
Education
New York University School of Law 1999 — 2002
Doctor of Law (JD)
University of Delaware 1995 — 1999
Bachelor of Science (BS), Economics
MICHELLE WAUGH February 2014 - Present
LIFTLUXE October 2010 - January 2014
Phoenix Partners Group November 2009 - April 2011
Raoul 2009 - 2009
Christian Dior Couture 2007 - 2009
Skills
Fashion, Apparel, Marketing, Retail, Sales Management, Business Strategy, New Business Development, E-commerce, Entrepreneurship, Management, PowerPoint, Marketing Strategy, Public Relations, Sales, Social Media, Social Media Marketing, Start-ups, Textiles
Education
Fordham University
Bachelor of Arts, Political Science
Urban Justice Center- Domestic Violence Project September 2014 - Present
GFI Group May 2013 - November 2013
Phoenix Partners Group October 2011 - May 2013
Morvillo, Abramowitz, Grand, Iason, Anello & Bohrer, P.C. May 2010 - September 2011
Rockefeller & Co., Inc. July 2008 - April 2009
Loan Syndications and Trading Association April 2007 - May 2008
Securities Industry and Financial Markets Association (SIFMA) July 2005 - April 2007
Skills
Electronic Trading, Financial Regulation, Fixed Income, Compliance, Litigation, Bloomberg, Legal Research, Westlaw, Lexis, Relationship Management, Team Leadership, Capital Markets, Derivatives
Education
Fordham University School of Law 2008 — 2013
Doctor of Law (J.D.)
University of Sydney 2003 — 2004
Study Abroad
Cornell University 2000 — 2004
Bachelor of Arts, Sociology; Business and Organizational Studies
Gamo Equity Trading June 2009 - Present
Phoenix Partners Group July 2008 - January 2009
Kissel Blake Inc. November 2006 - June 2008
J.P. Morgan 2006 - 2007
Deutsche Bank 1997 - 2005
Education
New York University
TMCBonds LLC November 2014 - Present
Market Axess June 2012 - September 2013
Bonds.com Inc November 2009 - May 2012
Phoenix Partners Group March 2008 - December 2008
Euro Brokers June 2003 - March 2008
BGC Partners 2003 - 2008
Kaplan Financial 1998 - 2002
INTERCAPITAL GROUP SERVICES January 1998 - January 1999
LIBERTY BROKERAGE January 1989 - January 1998
Patriot Securities January 1989 - January 1998
Skills
Fixed Income, Securities, Trading Systems, Capital Markets, Sales, Treasury, Leadership, Management, Project Management, Marketing, Microsoft Excel, Networking, Strategy, Microsoft Office, Front Office, Windows, Microsoft Money, Electronic Trading, Bloomberg, Trading, Banking, Investment Banking, Bonds, Investments, Alternative Investments, Asset Management, Finance, Mutual Funds, Series 7, Financial Markets, Series 63, Credit Derivatives, Derivatives, Equities, Options, Structured Products, Market Data, FINRA, Emerging Markets, Series 24
Education
Marist College 1980 — 1984
Business Administration
APX, Inc April 2013 - Present
Markit October 2011 - April 2013
Gridata, Inc. May 2011 - October 2011
Gridata, Inc. March 2010 - May 2011
Village Green Global Inc January 2010 - March 2010
Phoenix Partners Group December 2008 - February 2010
APX, INC. February 2003 - December 2008
APX, Inc August 2004 - February 2007
APX, Inc January 2003 - January 2004
APX, Inc January 1999 - January 2003
Skills
Sustainability, Product Management, Strategy, Renewable Energy, Cross-functional Team..., Fundraising, Carbon, Energy Management, Energy, Environmental Awareness, Software Documentation, Project Management, Business Development, Program Management, Entrepreneurship, Management, Requirements Analysis, Training, SaaS, Integration
Education
University of California, Santa Barbara 1991 — 1995
BA, Environmental Studies
First New York Securities 2012 - Present
Phoenix Partners Group November 2009 - January 2012
Pequot Capital Management, Inc. April 2000 - August 2009
Wright Investors Service 1997 - 2000
Education
Roger Williams University 1987 — 1991
NASDAQ OMX April 2013 - Present
Phoenix Partners Group April 2011 - April 2013
Bay Crest Partners, LLC December 2008 - May 2011
EW Trading August 2007 - November 2008
Van Der Moolen Specialists, LLC June 1997 - August 2007
VDM Specialists USA 1999 - 2007
Lawrence O'Donnell Marcus June 1994 - August 1999
Spear Leeds and Kellogg 1992 - 1994
Skills
Equities, Capital Markets, Derivatives, Hedge Funds, FINRA, Trading, Securities, Options, Management, Investments, Mutual Funds, Equity Trading, Investor Relations
Education
University of Dayton 1987 — 1991
Chaminade High School, Mineola, NY 1983 — 1987
Miller Tabak + Co., LLC November 2014 - Present
Prime Capital Markets June 2013 - September 2014
Ria Ramkissoon LLC July 2012 - September 2014
Phoenix Partners group 2012 - 2013
Benchmark Company September 2011 - September 2012
Raymond James September 2006 - May 2011
Skills
Capital Markets, Fixed Income, Investments, Equities, Bloomberg, Series 7, Equity Research, Financial Modeling, Portfolio Management, Securities, Hedge Funds, Trading, Alternative Investments, Derivatives, Investment Banking, Equity Trading
Education
University of Rochester 1990 — 1994
Bachelor of Architecture (B.Arch.), Political Science and Government/ Studio art
Macro Risk Advisors January 2015 - Present
Prime Executions June 2013 - December 2014
Phoenix Partners Group June 2012 - May 2013
Miller Tabak + Co. , LLC September 2007 - May 2012
Carleton College June 2005 - January 2007
Skills
FINRA Securities...
Education
Carleton College 2003 — 2007
Bachelor of Arts, International Relations/Political Science
TD Bank 2012 - Present
Phoenix Partners Group June 2009 - January 2012
Interdealer Information Technologies October 2007 - May 2009
Smartstream Technologies September 1999 - September 2006
Education
Project Management Institute
PMP Certification
Seton Hall University
MBA, Information Systems
Montclair State University 1992 — 1996
BS, Finance
FBN Securities Inc. February 2015 - Present
National Alliance Capital Markets April 2013 - February 2014
Phoenix Partners Group 2010 - October 2012
Wedge Partners 2008 - 2010
Ankh Investments of Florida, LLC March 2007 - August 2008
Jefferies & Company July 2004 - March 2007
Natexis Bleichroeder 2001 - 2004
Ladenburg Thalmann 1999 - 2001
Bear Stearns 1994 - 1999
Arthur Andersen May 1994 - October 1995
Skills
Equities, Asset Management, Equity Research, Investments, Banking, Capital Markets, Asset Managment, Strategy, Hedge Funds, Trading, Bloomberg, Private Equity, Valuation, Alternative Investments, Investment Banking, Fixed Income, Financial Modeling, Corporate Finance, Derivatives, Securities, Series 7, Series 63
Education
University of North Carolina at Chapel Hill 1989 — 1994
BSBA/ MAC, Business, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Dixon Consulting LLC May 2013 - Present
FGC Securities April 2012 - March 2013
Phoenix Partners Group May 2009 - April 2012
Banc of America Securities LLC June 2005 - May 2009
Advisen Ltd. March 2003 - June 2005
Skills
Series 3, Series 55, Series 63, Series 7, Derivatives, Equity Derivatives, Equities, Trading, Bloomberg, Capital Markets, Options, Investments, Equity Trading
Education
University of North Carolina at Chapel Hill 1998 — 2002
Charlotte Country Day School 1985 — 1998
Continental Capital LLC December 2007 - Present
Phoenix Partners Group 2010 - 2011
Kempler & Co., Inc. March 2007 - December 2007
ICAP 2003 - 2005
Skills
Electronic Trading, Hedge Funds, Financial Risk, Commodity, Options, Trading, Trading Systems, Mutual Funds, Traders, Financial Markets, Banking, FINRA, Energy, Arbitrage, Derivatives, Hedging, Futures Trading, Alternative Investments
Education
University of North Carolina at Chapel Hill 2001 — 2005
CIT June 2013 - Present
Phoenix Partners Group August 2012 - May 2013
Magna Infotech September 2006 - August 2012
Credit Suisse June 2011 - July 2012
Hewlett-Packard January 2009 - 2011
Credit Suisse January 2007 - 2009
State Street 2006 - 2008
Fujitsu 2005 - 2006
Etrade Financial 2004 - 2005
Computer Associate The Chatterjee Group 2003 - 2004
Skills
C#, SQL Server, Oracle, SOA, WCF, .NET, Architecture, WPF, Silverlight, Agile Project Management, Designing, ASP.NET, MVVM MVC PRISM UNITY MEF, INVESTRAN, Finance, Healthcare, FIX, MQ, ESB, WF, APPFabric, ASP.MET MVC, Trading Systems, FINANCIAL RISK MANGEMENT, Interest Rate Swaps, Asset-backed..., Private Equity, Front Office, BACK AND MIDDLE OFFICE, Microsoft SQL Server, SDLC, EAI, Architectures
Education
NYU Stern School of Business 2012 — 2013
P G Professional Certificate, Financial Risk Management
IBM 2011 — 2011
Certified SOA Architect, SOA
International Association Of Software Architecture 2011 — 2011
Certified Architect(foundation), Software Architecture
Microsoft 1998 — 1998
MCSD, Microsoft technology
Indian School of Mines 1989 — 1991
MTECH, opencast mining
Indian Institue Of Engineering Science and Technology 1985 — 1989
BE, Mining Engineering
Lord, Abbett & Co. LLC July 2013 - Present
Phoenix Partners Group December 2009 - July 2013
Phoenix Partners Group December 2008 - December 2009
Scottrade October 2007 - December 2008
1320 PERFORMANCE, INC. March 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Financial Modeling, Financial Analysis, Financial Reporting, Access, Data Analysis, Management, Financial Accounting, Accounting, Project Management, Accounts Receivable, Account Reconciliation, Human Resources, Payroll, Capital Markets, Deferred Compensation, Bloomberg, Analysis, Risk Management, Employee Benefits, Finance, Equity Derivatives, Derivatives, FINRA
Education
City University of New York-Hunter College 2007 — 2009
Bachelor of Arts (B.A.), Economics
E D & F Man Capital Markets, Inc July 2013 - Present
Phoenix Partners Group February 2007 - June 2013
IDX Derivatives LLC March 2006 - January 2007
GFI Group December 2005 - March 2006
Cantor Fitzgerald June 2003 - June 2005
Barclays March 2002 - December 2002
Dresdner Kleinwort Wasserstein July 2000 - August 2001
Merrill Lynch September 1997 - December 1999
Skills
Bloomberg, Renewable Energy, Credit Risk, Alternative Investments, Derivatives, Trading, Fixed Income, Valuation, Financial Analysis, Financial Modeling, Data Analysis, Capital Markets, Hedge Funds, Structured Products, Emerging Markets, Financial Markets, Trading Systems, Credit Derivatives, Equities
Education
Babson College 1990 — 1994
BSc, Finance/Economics
Hong Kong International School 1982 — 1990
Phoenix Energy Plus April 2013 - Present
Phoenix Partners Group January 2012 - April 2013
Tradition September 1995 - December 2011
Skills
Energy Markets, Energy Derivatives, Deregulation
Education
Kenyon College 1983 — 1987
A.B.
US Bancorp Investment Inc April 2011 - Present
Phoenix Partners Group August 2008 - October 2010
UBS Investment Bank March 2003 - July 2008
Skills
Management, Sales, Leadership, Microsoft Office, Research, Microsoft Excel, PowerPoint, Training, Microsoft Word, Process Improvement
Education
Baldwin Wallace University 1976 — 1980
Bachelor's degree, Marketing/Marketing Management, General