Prime Charter LTD.
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Prime Charter LTD. Employees
Employee
Years
Job
Industry
Joshua Rogers Joshua Rogers's Prime Charter LTD. Experience September 1998 - April 1999
Job Founder & CEO of Arete Wealth Management, LLC
Industry Financial Services
Experience
Vieste Group LLC July 2014 - Present
Forbes.com September 2011 - Present
Arete Wealth Management June 2007 - Present
American Express Financial Advisors/Ameriprise Financial November 1999 - June 2007
Ameriprise Financial 1999 - 2007
American Express Financial Advisors 1999 - 2004
Weatherly Securities April 1999 - November 1999
Prime Charter Ltd. September 1998 - April 1999
Walker Digital Corp. May 1998 - September 1998
Skills
Creative Strategy, New Business Development, Organizational..., Executive Management, Venture Capital, Positioning, Business, Analytics, Online Advertising, Social Networking, Asset Managment, Estate Planning, Life Insurance, Asset Management, Strategy, Retirement Planning, Entrepreneurship, Financial Advisory, Investment Advisory, Wealth Management, Leadership, Finance, Investments, Securities, Mutual Funds, Investment Banking, Financial Services, Strategic Financial..., Portfolio Management, Insurance, Banking, Management, Investment Strategies, E-commerce, Alternative Investments, Series 7, Consulting, Small Business, Selling, Corporate Finance, Hedge Funds, Start-ups, Mergers & Acquisitions, Equities, Private Equity, Risk Management, Strategic Leadership, Financial Planning
Education
St. John's College 1994 — 1998
BA, Philosophy and Mathematics
The Johns Hopkins University 1993 — 1994
Biomedical/Medical Engineering
Broad Run High School 1989 — 1993
Vieste Group LLC July 2014 - Present
Forbes.com September 2011 - Present
Arete Wealth Management June 2007 - Present
American Express Financial Advisors/Ameriprise Financial November 1999 - June 2007
Ameriprise Financial 1999 - 2007
American Express Financial Advisors 1999 - 2004
Weatherly Securities April 1999 - November 1999
Prime Charter Ltd. September 1998 - April 1999
Walker Digital Corp. May 1998 - September 1998
Skills
Creative Strategy, New Business Development, Organizational..., Executive Management, Venture Capital, Positioning, Business, Analytics, Online Advertising, Social Networking, Asset Managment, Estate Planning, Life Insurance, Asset Management, Strategy, Retirement Planning, Entrepreneurship, Financial Advisory, Investment Advisory, Wealth Management, Leadership, Finance, Investments, Securities, Mutual Funds, Investment Banking, Financial Services, Strategic Financial..., Portfolio Management, Insurance, Banking, Management, Investment Strategies, E-commerce, Alternative Investments, Series 7, Consulting, Small Business, Selling, Corporate Finance, Hedge Funds, Start-ups, Mergers & Acquisitions, Equities, Private Equity, Risk Management, Strategic Leadership, Financial Planning
Education
St. John's College 1994 — 1998
BA, Philosophy and Mathematics
The Johns Hopkins University 1993 — 1994
Biomedical/Medical Engineering
Broad Run High School 1989 — 1993
Orestes Varvitsiotes Orestes Varvitsiotes's Prime Charter LTD. Experience 1996 - 2000
Job Trader at Schottenfeld LLC
Industry Financial Services
Experience
Schottenfeld LLC 2007 - Present
Schonfeld Group 2004 - 2007
Cantor, Weiss, & Friedner Inc. 2002 - 2004
Investprivate 2001 - 2002
Prime Charter Ltd. 1996 - 2000
Smith Barney Inc. 1993 - 1996
Lehman Brothers 1993 - 1993
Skills
Series 7, Series 55, Series 63, Electronic Trading, Equity Trading, FINRA, Financial Services, Equity Derivatives, Investment Banking, Trading Systems, Hedge Funds, Trading, Alternative Investments, Options, Fixed Income, Investments, Equities, Trading Strategies, Financial Markets, Securities, Bloomberg, Commodity, Global Macro, Proprietary Trading, Derivatives, Hedging, Technical Analysis, ETFs, Equity Research
Education
CFA Institute
Candidate
The George Washington University
BS, Political Science
University of Athens
Schottenfeld LLC 2007 - Present
Schonfeld Group 2004 - 2007
Cantor, Weiss, & Friedner Inc. 2002 - 2004
Investprivate 2001 - 2002
Prime Charter Ltd. 1996 - 2000
Smith Barney Inc. 1993 - 1996
Lehman Brothers 1993 - 1993
Skills
Series 7, Series 55, Series 63, Electronic Trading, Equity Trading, FINRA, Financial Services, Equity Derivatives, Investment Banking, Trading Systems, Hedge Funds, Trading, Alternative Investments, Options, Fixed Income, Investments, Equities, Trading Strategies, Financial Markets, Securities, Bloomberg, Commodity, Global Macro, Proprietary Trading, Derivatives, Hedging, Technical Analysis, ETFs, Equity Research
Education
CFA Institute
Candidate
The George Washington University
BS, Political Science
University of Athens
Rochelle Bertan Rochelle Bertan's Prime Charter LTD. Experience June 2001 - December 2001
Job Consultant at Sutton Advisory Services Corp
Industry Financial Services
Experience
Sutton Advisory Services Corp January 2014 - Present
Sberbank CIB USA, Inc (formerly Troika Dialog) October 2013 - December 2013
Sberbank CIB USA, Inc (formerly Troika Dialog) October 2006 - October 2013
JRS Financial Services November 2003 - December 2005
Prime Charter Ltd. June 2001 - December 2001
Safian Investment Research April 2000 - June 2001
TD Waterhouse Investor Services/Greenline Investor Services April 1995 - March 1999
Prime Charter Ltd March 1990 - April 1995
J.T. Moran & Co., Inc April 1988 - March 1990
Mocatta Metals Inc October 1987 - April 1988
Skills
Broker-Dealer, FINOP, Broker-Dealer Operations, Broker-Dealer Compliance, Regulatory Examinations, Dodd-Frank, General Securities..., Cross Border, Emerging Markets, 144A, Eurobonds, ADRs, GDR, International Business, Financial Accounting, Hedge Funds, Equity Derivatives, Financial Services, FINRA, Securities, Budgets, Finance, AML, Managerial Finance, Human Resources, Electronic Trading, Management, Capital Markets, Investment Banking, SEC
Education
State University of New York at Albany 1982 — 1986
BA
JFK Bellmore
JFK Bellmore
Sutton Advisory Services Corp January 2014 - Present
Sberbank CIB USA, Inc (formerly Troika Dialog) October 2013 - December 2013
Sberbank CIB USA, Inc (formerly Troika Dialog) October 2006 - October 2013
JRS Financial Services November 2003 - December 2005
Prime Charter Ltd. June 2001 - December 2001
Safian Investment Research April 2000 - June 2001
TD Waterhouse Investor Services/Greenline Investor Services April 1995 - March 1999
Prime Charter Ltd March 1990 - April 1995
J.T. Moran & Co., Inc April 1988 - March 1990
Mocatta Metals Inc October 1987 - April 1988
Skills
Broker-Dealer, FINOP, Broker-Dealer Operations, Broker-Dealer Compliance, Regulatory Examinations, Dodd-Frank, General Securities..., Cross Border, Emerging Markets, 144A, Eurobonds, ADRs, GDR, International Business, Financial Accounting, Hedge Funds, Equity Derivatives, Financial Services, FINRA, Securities, Budgets, Finance, AML, Managerial Finance, Human Resources, Electronic Trading, Management, Capital Markets, Investment Banking, SEC
Education
State University of New York at Albany 1982 — 1986
BA
JFK Bellmore
JFK Bellmore
Karen M. Cullen Karen M. Cullen's Prime Charter LTD. Experience August 2000 - December 2001
Job Senior Associate at Windels Marx Lane & Mittendorf, LLP
Industry Law Practice
Experience
Windels Marx Lane & Mittendorf, LLP January 2010 - Present
NYFIX, Inc. November 2005 - July 2007
Prime Charter, Ltd August 2000 - December 2001
Long Island Bancorp April 1995 - August 1998
Drexel Burnham Lambert April 1987 - June 1994
Mudge Rose Guthrie Alexander & Ferdon September 1980 - April 1987
Skills
Bankruptcy, E-Discovery, Commercial Litigation, Corporate Governance, Litigation Support, Corporate Law, Project Management..., Arbitration, Appeals, Securities Regulation, Construction Law
Education
St John's School of Law
JD
Cornell University
BA, American Studies
Windels Marx Lane & Mittendorf, LLP January 2010 - Present
NYFIX, Inc. November 2005 - July 2007
Prime Charter, Ltd August 2000 - December 2001
Long Island Bancorp April 1995 - August 1998
Drexel Burnham Lambert April 1987 - June 1994
Mudge Rose Guthrie Alexander & Ferdon September 1980 - April 1987
Skills
Bankruptcy, E-Discovery, Commercial Litigation, Corporate Governance, Litigation Support, Corporate Law, Project Management..., Arbitration, Appeals, Securities Regulation, Construction Law
Education
St John's School of Law
JD
Cornell University
BA, American Studies
Kelly Wolf Kennedy Kelly Wolf Kennedy's Prime Charter LTD. Experience 1992 - 1994
Job Financial Advisor Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC June 1994 - Present
Prime Charter Ltd 1992 - 1994
Skills
Investments, Mutual Funds, Portfolio Management, Investment Strategies, Alternative Investments, Series 7
Education
University of Maryland College Park 1985 — 1989
BA, Government and Politics
Raymond James Financial Services, Inc. Member FINRA/SIPC June 1994 - Present
Prime Charter Ltd 1992 - 1994
Skills
Investments, Mutual Funds, Portfolio Management, Investment Strategies, Alternative Investments, Series 7
Education
University of Maryland College Park 1985 — 1989
BA, Government and Politics
Joshua Schure Joshua Schure's Prime Charter LTD. Experience January 2000 - January 2004
Job Sales Director at Yodle for Brand Networks
Industry Marketing and Advertising
Experience
Yodle June 2015 - Present
Adaptive Development Group October 2012 - Present
Weekend Passport January 2004 - September 2012
Prime Charter LTD January 2000 - January 2004
Skills
Mobile Devices, Networking, Real Estate, Management, Time Management, Entrepreneurship, Real Estate Development, Investment Properties, Start-ups, Sales, Social Media Marketing, Marketing Strategy, Social Networking, Business Development, Marketing, Online Marketing, Advertising, Social Media, Strategy, New Business Development, Online Advertising, Public Relations, Investments, Strategic Planning, Negotiation, Digital Marketing, Event Management, Leadership, Event Planning, Contract Negotiation, Business Strategy, Email Marketing, Strategic Partnerships, Customer Service, Brand Development, Lead Generation
Education
New York University 2009 — 2011
M.S, Real Estate
Hofstra University 1995 — 1999
B.S, Business & Communications (TV/Video)
Yodle June 2015 - Present
Adaptive Development Group October 2012 - Present
Weekend Passport January 2004 - September 2012
Prime Charter LTD January 2000 - January 2004
Skills
Mobile Devices, Networking, Real Estate, Management, Time Management, Entrepreneurship, Real Estate Development, Investment Properties, Start-ups, Sales, Social Media Marketing, Marketing Strategy, Social Networking, Business Development, Marketing, Online Marketing, Advertising, Social Media, Strategy, New Business Development, Online Advertising, Public Relations, Investments, Strategic Planning, Negotiation, Digital Marketing, Event Management, Leadership, Event Planning, Contract Negotiation, Business Strategy, Email Marketing, Strategic Partnerships, Customer Service, Brand Development, Lead Generation
Education
New York University 2009 — 2011
M.S, Real Estate
Hofstra University 1995 — 1999
B.S, Business & Communications (TV/Video)
Chad E. Brown Chad E. Brown's Prime Charter LTD. Experience September 1995 - February 1997
Job Founder at Peer Wisdom Groups LLC
Industry Investment Management
Experience
Peer Wisdom Groups LLC January 2014 - Present
SCORE Fairfield County Chapter January 2013 - Present
Independent October 2010 - October 2012
E4 Capital, LLC January 2009 - March 2010
Xylem Global Partners January 2004 - December 2008
John A. Levin & Co. September 2000 - December 2003
Direct Stock Market June 1999 - July 2000
BMO Nesbitt Burns January 1997 - June 1998
Prime Charter Ltd. September 1995 - February 1997
IPO Research, Inc. December 1991 - September 1995
Skills
Equity Research, Equities, Investments, Financial Modeling, Business Strategy, Business Coaching, Trading, Investment Management, Mutual Funds, Entrepreneurship, Alternative Investments, Portfolio Management, IPO, Hedge Funds, Venture Capital, Mergers, Valuation, Strategy, Investment Banking, Capital Markets, Mergers & Acquisitions, Private Equity, Capital, Asset Management, Investment Strategies
Education
Stanford University Graduate School of Business 1973 — 1975
MBA, Public Management Program
Harvard University 1967 — 1971
AB, Psychology
The Thacher School 1963 — 1967
High School, Great school! Big on camping, horses
Peer Wisdom Groups LLC January 2014 - Present
SCORE Fairfield County Chapter January 2013 - Present
Independent October 2010 - October 2012
E4 Capital, LLC January 2009 - March 2010
Xylem Global Partners January 2004 - December 2008
John A. Levin & Co. September 2000 - December 2003
Direct Stock Market June 1999 - July 2000
BMO Nesbitt Burns January 1997 - June 1998
Prime Charter Ltd. September 1995 - February 1997
IPO Research, Inc. December 1991 - September 1995
Skills
Equity Research, Equities, Investments, Financial Modeling, Business Strategy, Business Coaching, Trading, Investment Management, Mutual Funds, Entrepreneurship, Alternative Investments, Portfolio Management, IPO, Hedge Funds, Venture Capital, Mergers, Valuation, Strategy, Investment Banking, Capital Markets, Mergers & Acquisitions, Private Equity, Capital, Asset Management, Investment Strategies
Education
Stanford University Graduate School of Business 1973 — 1975
MBA, Public Management Program
Harvard University 1967 — 1971
AB, Psychology
The Thacher School 1963 — 1967
High School, Great school! Big on camping, horses
Dean Christopoul's Prime Charter LTD. Experience 1996 - 2000
Job Sr. Mortgage Banker at Consumer Direct Mortgage, A Division of FirstBank
Industry Financial Services
Experience
Consumer Direct Mortgage, A Division of FirstBank June 2014 - Present
WCS Lending, LLC / pmac February 2005 - June 2014
Lowell Dunn Companies / XS Data Solutions 2002 - February 2005
MCI 2000 - 2002
Prime Charter LTD 1996 - 2000
Skills
Real Estate, Mortgage Lending, Business Development, Finance, Loans, Mortgage Banking, Marketing, Leadership, Banking, Credit, FHA, Investment Properties, Investments, Loan Origination, Loan Servicing, Refinance, Residential Mortgages, Sales, Team Building
Education
Florida State University
Bachelors of Science
Morris Hills HS
Consumer Direct Mortgage, A Division of FirstBank June 2014 - Present
WCS Lending, LLC / pmac February 2005 - June 2014
Lowell Dunn Companies / XS Data Solutions 2002 - February 2005
MCI 2000 - 2002
Prime Charter LTD 1996 - 2000
Skills
Real Estate, Mortgage Lending, Business Development, Finance, Loans, Mortgage Banking, Marketing, Leadership, Banking, Credit, FHA, Investment Properties, Investments, Loan Origination, Loan Servicing, Refinance, Residential Mortgages, Sales, Team Building
Education
Florida State University
Bachelors of Science
Morris Hills HS
Scott Bleier Scott Bleier's Prime Charter LTD. Experience March 1996 - January 2002
Job President, CreateCapital Advisors LLC
Industry Financial Services
Experience
CreateCapital Advisors July 2008 - Present
Salem Communications March 2009 - December 2010
Hybrid Investors LLC March 2002 - July 2008
Fox News Channel September 1999 - June 2008
Prime Charter LTD March 1996 - January 2002
Josephthal Inc. December 1989 - March 1996
Skills
New Media, Television, Financial Analysis, Broadcast, Digital Media, Marketing, Management, Private Equity, Strategic Partnerships, Investments, Video Production, Social Networking, Portfolio Management, Financial Modeling, Business Development, Media Relations, Hedge Funds, Entrepreneurship, Business Strategy, Strategy, Strategic Financial..., Asset Management
Education
The George Washington University - School of Business
Bachelor of Business Administration (B.B.A.), Marketing/Finance
CreateCapital Advisors July 2008 - Present
Salem Communications March 2009 - December 2010
Hybrid Investors LLC March 2002 - July 2008
Fox News Channel September 1999 - June 2008
Prime Charter LTD March 1996 - January 2002
Josephthal Inc. December 1989 - March 1996
Skills
New Media, Television, Financial Analysis, Broadcast, Digital Media, Marketing, Management, Private Equity, Strategic Partnerships, Investments, Video Production, Social Networking, Portfolio Management, Financial Modeling, Business Development, Media Relations, Hedge Funds, Entrepreneurship, Business Strategy, Strategy, Strategic Financial..., Asset Management
Education
The George Washington University - School of Business
Bachelor of Business Administration (B.B.A.), Marketing/Finance
Devin Vance Devin Vance's Prime Charter LTD. Experience April 1999 - January 2001
Job Marble Polishing & Restoration Services
Industry Building Materials
Experience
Classic Marble Restoration Inc. September 2001 - Present
Coral Shores Realty August 2010 - Present
Prime Charter Ltd. April 1999 - January 2001
Skills
Customer Service, Sales, New Home Sales, Marketing, Tiles, Natural Stone, Marble, Countertops, Restoration, Travertine, Granite, Residential Homes, Bathrooms, Limestone, Terrazzo, Stone, Interior Design, New Homes, Rentals, Home Staging, Waterfront, Investors, Luxury, Real Property, Sellers, Single Family Homes, Buyers, Investment Properties, Townhomes, Buyer Representation, International Real..., Contract Negotiation, Negotiation, New Business Development, Marketing Strategy, Construction, Renovation, Sales Management
Education
Stone Repair Network 2010 — 2014
Alumni, Stone Restoration and Repar
NSRA 2009 — 2010
Member, Natural Stone Repair Association
Florida Atlantic University 1997 — 1999
Business Administration and Management, General
Monmouth University 1995 — 1997
Business Administration and Management, General
Classic Marble Restoration Inc. September 2001 - Present
Coral Shores Realty August 2010 - Present
Prime Charter Ltd. April 1999 - January 2001
Skills
Customer Service, Sales, New Home Sales, Marketing, Tiles, Natural Stone, Marble, Countertops, Restoration, Travertine, Granite, Residential Homes, Bathrooms, Limestone, Terrazzo, Stone, Interior Design, New Homes, Rentals, Home Staging, Waterfront, Investors, Luxury, Real Property, Sellers, Single Family Homes, Buyers, Investment Properties, Townhomes, Buyer Representation, International Real..., Contract Negotiation, Negotiation, New Business Development, Marketing Strategy, Construction, Renovation, Sales Management
Education
Stone Repair Network 2010 — 2014
Alumni, Stone Restoration and Repar
NSRA 2009 — 2010
Member, Natural Stone Repair Association
Florida Atlantic University 1997 — 1999
Business Administration and Management, General
Monmouth University 1995 — 1997
Business Administration and Management, General
Barry A. Baker, CFA's Prime Charter LTD. Experience 1992 - 1997
Job Business Valuation and Acquisition Search Services
Industry Financial Services
Experience
CapVal-ABA, LLC January 2010 - Present
The Cobble Hill Group LLC 2003 - Present
American Home Centers Corporation 1998 - 2002
Prime Charter Ltd. 1992 - 1997
Dillon, Read & Co. Inc. 1984 - 1992
Skills
Business Strategy, Business Valuation, Corporate Finance, Mergers, Valuation, Due Diligence, Litigation Support, Mergers & Acquisitions, Entrepreneurship, Start-ups, Finance, Investments, Strategy, Portfolio Management, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. in Economics, with majors in Finance and Accounting
CapVal-ABA, LLC January 2010 - Present
The Cobble Hill Group LLC 2003 - Present
American Home Centers Corporation 1998 - 2002
Prime Charter Ltd. 1992 - 1997
Dillon, Read & Co. Inc. 1984 - 1992
Skills
Business Strategy, Business Valuation, Corporate Finance, Mergers, Valuation, Due Diligence, Litigation Support, Mergers & Acquisitions, Entrepreneurship, Start-ups, Finance, Investments, Strategy, Portfolio Management, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. in Economics, with majors in Finance and Accounting
Donald Cherry's Prime Charter LTD. Experience March 1991 - January 2002
Job Managing Director, Criterion Management LLC
Industry Financial Services
Experience
Criterion Management LLC March 2009 - Present
Don Cherry Management August 2004 - Present
Oppenheimer & Co. January 2002 - November 2008
Prime Charter LTD. March 1991 - January 2002
Bear Stearns July 1989 - April 1991
Drexel Burnham Lambert November 1988 - July 1989
Education
University of Pittsburgh 1981 — 1985
BA, Rhetoric/Communications
Beach Channel High School 1979 — 1981
Criterion Management LLC March 2009 - Present
Don Cherry Management August 2004 - Present
Oppenheimer & Co. January 2002 - November 2008
Prime Charter LTD. March 1991 - January 2002
Bear Stearns July 1989 - April 1991
Drexel Burnham Lambert November 1988 - July 1989
Education
University of Pittsburgh 1981 — 1985
BA, Rhetoric/Communications
Beach Channel High School 1979 — 1981
Danon A. Johnson's Prime Charter LTD. Experience January 1997 - April 2004
Job Managing Director, Owner KPSS Investigations & Security, LLC
Industry Security and Investigations
Experience
KPSS Investigations & Security, LLC 1998 - Present
Deutsche Bank May 2008 - December 2008
Morgan Stanley September 2007 - 2008
Neuberger Berman February 2005 - September 2007
Instinet April 2004 - February 2005
Prime Charter Ltd January 1997 - April 2004
First Boston Investment Management January 1994 - September 1997
Goldman Sachs May 1991 - January 1994
Education
Long Island University, C.W. Post Campus 1985 — 2000
LIU Post 1985 — 1990
KPSS Investigations & Security, LLC 1998 - Present
Deutsche Bank May 2008 - December 2008
Morgan Stanley September 2007 - 2008
Neuberger Berman February 2005 - September 2007
Instinet April 2004 - February 2005
Prime Charter Ltd January 1997 - April 2004
First Boston Investment Management January 1994 - September 1997
Goldman Sachs May 1991 - January 1994
Education
Long Island University, C.W. Post Campus 1985 — 2000
LIU Post 1985 — 1990
Nicholas Aloe's Prime Charter LTD. Experience August 1993 - November 1997
Job Senior ABS Analyst at InteractiveData
Industry Financial Services
Experience
InteractiveData May 2010 - Present
Ambac November 1997 - January 2009
Prime Charter Ltd. August 1993 - November 1997
U.S. Securities July 1992 - August 1993
Education
College of the Holy Cross
BA, Economics
InteractiveData May 2010 - Present
Ambac November 1997 - January 2009
Prime Charter Ltd. August 1993 - November 1997
U.S. Securities July 1992 - August 1993
Education
College of the Holy Cross
BA, Economics
Josh Berliner's Prime Charter LTD. Experience 1993 - 1999
Job Digital Media Cosultant at YP
Industry Internet
Experience
YP November 2014 - Present
Sympact Group LLC 2010 - 2014
Gilford Securities 2004 - 2008
Bishop Rosen & Co Member NYSE 2000 - 2004
Prime Charter Ltd 1993 - 1999
Skills
Investments, Strategy, Portfolio Management, Asset Management, Marketing Strategy, Social Media Marketing, Account Management, Social Media, Social Networking, Online Advertising, New Business Development, Sales, Advertising, Negotiation, Start-ups, Leadership, Business Strategy, Strategic Planning, Lead Generation, Direct Marketing, Online Marketing, Sales Management, B2B, Business Development, Sales Process, Direct Sales, Strategic Partnerships, Digital Marketing, Email Marketing, Sales Presentations, Team Leadership, Digital Media
Education
Fort Lewis College
YP November 2014 - Present
Sympact Group LLC 2010 - 2014
Gilford Securities 2004 - 2008
Bishop Rosen & Co Member NYSE 2000 - 2004
Prime Charter Ltd 1993 - 1999
Skills
Investments, Strategy, Portfolio Management, Asset Management, Marketing Strategy, Social Media Marketing, Account Management, Social Media, Social Networking, Online Advertising, New Business Development, Sales, Advertising, Negotiation, Start-ups, Leadership, Business Strategy, Strategic Planning, Lead Generation, Direct Marketing, Online Marketing, Sales Management, B2B, Business Development, Sales Process, Direct Sales, Strategic Partnerships, Digital Marketing, Email Marketing, Sales Presentations, Team Leadership, Digital Media
Education
Fort Lewis College
Ed Derbes's Prime Charter LTD. Experience March 2000 - January 2001
Job Portfolio Manager at E1 Asset Management
Industry Financial Services
Experience
E1 Asset Management July 2013 - Present
First Georgetown Securities February 2009 - March 2012
Mercedes-Benz of Alexandria January 2008 - June 2008
Wells Fargo Advisors January 2007 - September 2007
Spencer Clarke 2005 - 2006
Laidlaw & Company February 2001 - June 2004
Prime Charter LTD March 2000 - January 2001
Skills
Series 7, Customer Service, New Business Development, Investments, Series 63, Asset Allocation, Finance, Asset Management, Risk Management, Portfolio Management, Sales Management, Sales, Wealth Management, Sales Process, Mutual Funds, IRAs, Team Leadership, Negotiation, Retirement Planning, Securities, Alternative Investments
Education
Harvard University Extension School 1999 — 2000
Economics
Emerson College 1996 — 1999
Mass Communication/Media Studies
Emerson Preparatory School 1991 — 1993
High School
West Nottingham Academy 1990 — 1991
High School
E1 Asset Management July 2013 - Present
First Georgetown Securities February 2009 - March 2012
Mercedes-Benz of Alexandria January 2008 - June 2008
Wells Fargo Advisors January 2007 - September 2007
Spencer Clarke 2005 - 2006
Laidlaw & Company February 2001 - June 2004
Prime Charter LTD March 2000 - January 2001
Skills
Series 7, Customer Service, New Business Development, Investments, Series 63, Asset Allocation, Finance, Asset Management, Risk Management, Portfolio Management, Sales Management, Sales, Wealth Management, Sales Process, Mutual Funds, IRAs, Team Leadership, Negotiation, Retirement Planning, Securities, Alternative Investments
Education
Harvard University Extension School 1999 — 2000
Economics
Emerson College 1996 — 1999
Mass Communication/Media Studies
Emerson Preparatory School 1991 — 1993
High School
West Nottingham Academy 1990 — 1991
High School
Stephen Schwartz's Prime Charter LTD. Experience March 1990 - November 2001
Job CEO at Criterion Management LLC.
Industry Financial Services
Experience
Criterion Management LLC. January 2009 - Present
Oppenheimer & Co. November 2001 - November 2008
Prime Charter Ltd. March 1990 - November 2001
Wertheim Schroeder May 1989 - March 1990
Drexel Burham Lambert February 1988 - May 1989
LF Rothschild February 1982 - February 1988
Lehman Brothers July 1978 - February 1982
Skills
Wealth Management, Finance, Brokerage, Investment Banking, Competitive Analysis, Alternative Investments, Recruiting, Series 7, Private Equity, Securities, Series 63, Hedge Funds, Financial Planning, Asset Allocation, Investment Advisory
Education
State University of New York College at Brockport 1974 — 1976
BS, finance and economics
Alfred State College - SUNY College of Technology 1971 — 1973
AAS, Accounting
Criterion Management LLC. January 2009 - Present
Oppenheimer & Co. November 2001 - November 2008
Prime Charter Ltd. March 1990 - November 2001
Wertheim Schroeder May 1989 - March 1990
Drexel Burham Lambert February 1988 - May 1989
LF Rothschild February 1982 - February 1988
Lehman Brothers July 1978 - February 1982
Skills
Wealth Management, Finance, Brokerage, Investment Banking, Competitive Analysis, Alternative Investments, Recruiting, Series 7, Private Equity, Securities, Series 63, Hedge Funds, Financial Planning, Asset Allocation, Investment Advisory
Education
State University of New York College at Brockport 1974 — 1976
BS, finance and economics
Alfred State College - SUNY College of Technology 1971 — 1973
AAS, Accounting
Rich Onesto's Prime Charter LTD. Experience 1997 - 2001
Job CEO/CFO Newport Coast Securities
Industry Financial Services
Experience
Newport Coast Securities, Inc. February 2013 - Present
Far Hills Group 2006 - February 2012
Scandinaviska Enskilda Banken, AB July 2001 - June 2006
Sandler O'Neill & Partners, L.P. April 1991 - February 2006
Prime Charter Ltd 1997 - 2001
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Taxation
Newport Coast Securities, Inc. February 2013 - Present
Far Hills Group 2006 - February 2012
Scandinaviska Enskilda Banken, AB July 2001 - June 2006
Sandler O'Neill & Partners, L.P. April 1991 - February 2006
Prime Charter Ltd 1997 - 2001
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Taxation
Frank Watkins's Prime Charter LTD. Experience November 1999 - August 2000
Job Senior Account Executive
Industry Banking
Experience
CityTwist May 2010 - January 2012
Obituary Incorporated December 2003 - January 2010
Nationwide Capitol Mortgage Inc September 2003 - January 2007
Wells Fargo Home Mortgage February 2002 - September 2003
Edirect.com May 2001 - February 2002
PartsBase.com August 2000 - May 2001
Prime Charter, Ltd November 1999 - August 2000
Krieger Financial Services, Inc May 1997 - November 1999
Education
Spanish River High School 1984 — 1986
Graduate
Palm Beach Community College
CityTwist May 2010 - January 2012
Obituary Incorporated December 2003 - January 2010
Nationwide Capitol Mortgage Inc September 2003 - January 2007
Wells Fargo Home Mortgage February 2002 - September 2003
Edirect.com May 2001 - February 2002
PartsBase.com August 2000 - May 2001
Prime Charter, Ltd November 1999 - August 2000
Krieger Financial Services, Inc May 1997 - November 1999
Education
Spanish River High School 1984 — 1986
Graduate
Palm Beach Community College