Preferred Capital Markets
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12 Preferred Capital Markets employees in database. Find out everything there's to know about Preferred Capital Markets employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Preferred Capital Markets Employees
Equity Capital Research Group January 2013 - Present
Pacific Crest 2000 - 2009
Preferred Capital Markets 1998 - 2000
The Robinson-Humphry Company 1993 - 1998
Skills
Investments, Institutional Sales, Equities, Equity Research, Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Asset Management, Financial Analysis, Mutual Funds
Education
University of California, Los Angeles - The Anderson School of Management 1982 — 1983
Master of Business Administration (MBA), Finance – Accounting
Anderson University 1976 — 1978
BA, Psychology, Business Administration
Business Consultant June 2015 - Present
Early Growth Financial Services January 2012 - May 2015
Alchemy Ventures, Inc. March 2010 - September 2011
DR Stephens & Co January 2008 - October 2009
U.S. Advisors August 2004 - February 2008
Hispanic Scholarship Fund 2003 - 2004
Vintara 2000 - 2003
Preferred Capital Markets 1990 - 1999
Duke Options & Equities 1987 - 1990
Consolidated Capital 1984 - 1986
Skills
Budgeting, Financial Accountability, Restructuring, Venture Capital, Investments, Operations Management, Regulatory Reporting, Financial Analysis, Business Analysis, Budgets, Corporate Finance, Start-ups, Risk Management, Business Development, Strategy, Financial Reporting, Mergers & Acquisitions, Financial Accounting, Private Equity, Finance, Strategic Financial..., Portfolio Management, Business Strategy, Due Diligence, Forecasting, Accounting, Corporate Development, Management Consulting, Executive Management, Analysis, Valuation, Options, Asset Management, Financial Modeling, Financial Services, Management, Managerial Finance, Investor Relations, Alternative Investments, Hedge Funds, Acquisition Integration, Business Process..., Capital Markets, Equities, Investment Banking, Strategic Partnerships, Private Placements, Securities
Education
Duke University 1976 — 1980
B.S., Managerial Science
University School 1973 — 1976
SEI July 2013 - March 2015
Wells Fargo February 2012 - June 2013
FINRA Financial Industry Regulatory Authority January 2010 - October 2011
Philadelphia Stock Exchange March 2004 - June 2009
Knight Trading Group 2001 - 2002
Preferred Capital Markets 2000 - 2001
Pacific Exchange 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Compliance, Equities, Options, Trading, Derivatives, Securities
Education
Cabrillo College
Montgomery County Community College
State University of New York College at Plattsburgh
ROTH Capital Partners March 2015 - Present
Wedbush Securities August 2010 - February 2015
Strata Capital Management July 2006 - July 2010
Pacific Growth Equities March 2000 - July 2006
Preferred Capital Markets June 1996 - March 2000
Education
University of Colorado at Boulder 1992 — 1995
Bachelor's Degree, Finance, Minor Economics
Dress for Success San Francisco 2014 - Present
Image For Success 2013 - 2014
ThinkHR Corp. 2008 - 2012
TIDES and The Leadership and Learning Center 2008 - 2009
atRecruiter.com 2004 - 2007
Le Cordon Bleu - California Culinary Academy 2001 - 2004
Preferred Capital Markets 1998 - 2001
Skills
Talent Management, Employee Relations, Employee Engagement, Succession Planning, Recruitment and..., Safety Committee Member, Legal Compliance, HR Policies and Best..., Performance Management..., Nonprofits, Hiring, Restaurants, Hospitality, Interviews, Personnel Management, Benefits Administration, Coaching, Strategy, Employee Benefits, Management, Applicant Tracking..., College Recruiting, Recruiting, Training, Temporary Placement, Hospitality Management, Restaurant Management, Food, Menu Development
Education
University of San Francisco 1998 — 2000
Bachelor of Science (BS), Organizational Behavior, 3.81 GPA
Dominican University of California
Master of Science (MS), Counseling Psychology, MFT Program
MS Ventures July 2010 - Present
Orange County Young Executives March 2013 - Present
The Prive Group March 2008 - July 2011
COPA Realty Group May 2006 - May 2010
Venture Realty Group August 2002 - April 2006
EntreMarket May 2000 - August 2002
Worldy Information Networks October 1999 - May 2000
Preferred Capital Markets February 1997 - April 1999
Skills
Event Management, Business Development, Social Media Marketing, Marketing, Social Media, Sales, Sponsorship, Management, Start-ups, Fundraising, Entrepreneurship, Integrated Marketing, Brand Development, Investments, Automotive, Marketing Strategy, Marketing Communications, Online Marketing, Project Planning, Market Research, International Business, Advertising, Strategic Partnerships, Social Networking, Public Relations, Business Planning, Commercial Real Estate, Finance, Branding & Identity, Sales Management, Business Strategy, Sponsorship Sales, Sponsorship Activation, Leadership, Strategic Planning, Brand Management, Strategy, Budgets, Contract Negotiation, Market Analysis, Sales Operations, Forecasting, Retail
Education
San Jose State University 1991 — 1995
Bachelor's Degree, International Business Concentration with Minor in German
Ruprecht-Karls-Universität Heidelberg 1994 — 1995
International Business, German Language Certification
RichRelevance March 2013 - May 2014
Hawthorne Growth Partners November 2010 - December 2012
trueAnthem April 2010 - September 2010
Mason Alternative Investment Advisors October 2005 - March 2010
Pacific Growth Equities, LLC March 2002 - September 2005
Soundview Corporation January 2000 - September 2001
Preferred Capital Markets March 1998 - December 1999
Volpe, Brown, Whelan and Company June 1994 - May 1997
Skills
Technical Analysis, Stock Picking, Financial Statement..., Investments, Investment Strategies, Real Estate, Hedge Funds, Equity Research, Equities, Asset Managment, SaaS, Enterprise Software, CRM, Salesforce.com, ERP, Content Management, Enterprise Integration, Business Intelligence, Mobile Applications, Mobile Phone Apps, Mobile Internet, Economic Research, Social Networking, Social Media, Social Media Marketing, Marketing Automation, Mutual Funds, Fund Of Funds, Fundamental Analysis, Pension Funds, Institutional Investors, Institutional Research, Institutional Accounts, Venture Capital, Venture Financing, Start-up Consulting, Start-ups, Internet Strategy, Social Networking Apps, Investment Banking, Investment Properties, Investment Advisory, Alternative Investments, Sales Presentations, Direct Sales, International Sales, Business Development, Business Strategy, Sales Management, Investor Relations
Education
Thunderbird School of Global Management 1991 — 1992
MBA, International Business, Latin America, Spanish
Southern Methodist University 1990 — 1991
Graduate, Marketing
Westminster College 1984 — 1987
BA, Business and Computer Science
Canaccord Genuity Inc. March 2007 - Present
First Albany Capital April 2003 - February 2007
Broadpoint Capital (First Albany Capital) 2003 - 2007
Broadpoint Securities Group 2003 - 2007
Thomas Weisel Partners March 2001 - March 2003
BMO Capital Markets September 2000 - March 2001
Preferred Capital Markets 1999 - 2000
Skills
Medical Devices, Financial Modeling, Financial Analysis, Equities, Research, Hedge Funds, Equity Research, Due Diligence, Valuation, Securities, Management, Investments, Venture Capital, Start-ups, Private Equity, Corporate Development, Investment Banking
Education
Yale University 1991 — 1995
BA, Economics
Ohio University 1995 — 1996
MA, Sports Administration
CTBNL December 2013 - Present
ASCENDIANT CAPITAL MARKETS LLC December 2011 - December 2013
Viewpoint Securities April 2006 - December 2011
Pacific Crest Securities May 2001 - December 2005
Preferred Capital Markets January 2000 - May 2001
Security Traders Association January 1999 - January 2000
NASD Market Regulation Committee January 1997 - December 1999
Volpe Brown Whelan 1994 - 1999
San Francisco Securities Traders Association December 1997 - December 1998
Montgomery Securities 1989 - 1994
Skills
Equity Trading, Trading Systems, Capital Markets, Investment Banking, Deal Structuring, Alternative Investments, Capital Introduction, Venture Financing, Sales Process, Sales Management, Vendor Relations, Customer Acquisition, Negotiation, Capital, Trading, IPO, Start-ups, Securities, Equity Research, Hedge Funds, Investments
Education
University of Rochester 1974 — 1978
Graham Partners May 2014 - Present
SED International, Inc. June 2013 - September 2013
GRT Capital 2006 - 2013
InFocus April 2007 - June 2009
Pacific Edge Investment Management 2000 - 2006
Preferred Capital Markets 1998 - 2000
Skills
Portfolio Management, Financial Modeling, Business Strategy, Risk Management, Venture Capital, Equity Research, Financial Analysis, Start-ups, Hedge Funds, Product Management, Equities, Asset Management, Competitive Analysis, Valuation, Alternative Investments, Capital Markets, Private Equity, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance
Cedar Beech Capital January 2008 - Present
Meridian Capital 2008 - 2010
Preferred Capital Markets 1987 - 2000
Skills
Equities, Derivatives, Options, Capital Markets, Trading, Equity Derivatives, Trading Systems, Financial Markets, Commodity, Mutual Funds, Private Equity, ETFs, Investment Banking, Alternative Investments, Equity Trading, Hedge Funds, Electronic Trading, Securities
Education
University of Nevada-Las Vegas 1976 — 1980
Business, Management, Marketing, and Related Support Services
Jefferies & Company March 2007 - Present
Jefferies & Company March 2000 - April 2007
Preferred Capital Markets March 1999 - February 2000
NASD Regulation March 1997 - February 1999
Skills
Series 4, Series 7, Series 24, Series 55, Series 63, Electronic Trading, Equity Trading, Capital Markets, FINRA, Equities, Equity Research, Options, Bloomberg, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Fairleigh Dickinson University 1991 — 1995
BS, Finance
Old Dominion University 1989 — 1991