R. Seelaus & Co., Inc.
Industry: Company
DescriptionFounded: 1984 Subsidiaries: Seelaus Asset Management, LLC, R. Seelaus & Co., Inc., Research DivisionFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportR. Seelaus & Co., Inc.WebsiteDirections Saved (0) Saved Save Investment service in Summit, New Jersey Address: 25 Deforest Ave, Summit, NJ 07901 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 922-0584: Place name: : : : Website: : : Category: Website: http://www.rseelaus.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of R. Seelaus & Co., Inc. Posting publicly on the Web Write a review Reviews Be the first to review
R. Seelaus & Co., Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at R. Seelaus & Co., Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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R. Seelaus & Co., Inc. Employees
Employee
Years
Job
Industry
Hendrik de Ruiter Hendrik de Ruiter's R. Seelaus & Co., Inc. Experience June 2013 - July 2014
Job Regional Consultant at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2014 - Present
R. Seelaus & Co., Inc. June 2013 - July 2014
Merrill Lynch June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Skills
Bloomberg, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Corporate Finance, Microsoft Office
Education
Muhlenberg College 2009 — 2013
Bachelor's degree, Finance and Business Administration
Maastricht University 2011 — 2011
Study Abroad
AllianceBernstein October 2014 - Present
R. Seelaus & Co., Inc. June 2013 - July 2014
Merrill Lynch June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Skills
Bloomberg, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Corporate Finance, Microsoft Office
Education
Muhlenberg College 2009 — 2013
Bachelor's degree, Finance and Business Administration
Maastricht University 2011 — 2011
Study Abroad
Vincent Governara Vincent Governara's R. Seelaus & Co., Inc. Experience December 2012 - May 2014
Job Vice President at SMBC Nikko Securities America, Inc.
Industry Investment Banking
Experience
SMBC Nikko Securities America, Inc. May 2014 - Present
R. Seelaus & Co., Inc. December 2012 - May 2014
HSBC January 2005 - April 2012
Commerzbank AG August 2003 - January 2005
Skills
Credit Trading, Trading, Credit Derivatives, Risk Management, corporate bonds, Fixed Income, Trading Systems, Securities, Bonds, Financial Markets, Capital Markets, Bloomberg Terminal, Credit, Middle Office, Corporates, Series 63, Portfolio Management, Investment Banking, Derivatives, Hedging, Series 7, CDS, Valuation, Alternative Investments, Financial Risk, Market Data, Structured Finance, Equity Trading, Hedge Funds, Financial Analysis, Bloomberg, Investments, Credit Analysis, Options, Electronic Trading, Structured Products, Credit Risk, Asset Managment, Market Risk, High Yield
Education
Fordham University 1999 — 2003
Bachelor of Science, Finance
St. Peter's Boys H.S. 1995 — 1999
Diploma, AP Scholar
SMBC Nikko Securities America, Inc. May 2014 - Present
R. Seelaus & Co., Inc. December 2012 - May 2014
HSBC January 2005 - April 2012
Commerzbank AG August 2003 - January 2005
Skills
Credit Trading, Trading, Credit Derivatives, Risk Management, corporate bonds, Fixed Income, Trading Systems, Securities, Bonds, Financial Markets, Capital Markets, Bloomberg Terminal, Credit, Middle Office, Corporates, Series 63, Portfolio Management, Investment Banking, Derivatives, Hedging, Series 7, CDS, Valuation, Alternative Investments, Financial Risk, Market Data, Structured Finance, Equity Trading, Hedge Funds, Financial Analysis, Bloomberg, Investments, Credit Analysis, Options, Electronic Trading, Structured Products, Credit Risk, Asset Managment, Market Risk, High Yield
Education
Fordham University 1999 — 2003
Bachelor of Science, Finance
St. Peter's Boys H.S. 1995 — 1999
Diploma, AP Scholar
Paul Langiewicz Paul Langiewicz's R. Seelaus & Co., Inc. Experience March 2011 - December 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
R. Seelaus & Co., Inc. March 2011 - December 2012
Liberty Mutual October 2009 - April 2011
Sharp Business Systems May 2007 - August 2009
Copy Dynamics Inc September 2006 - May 2007
Century21 Sylvia Geist Agency June 2004 - September 2006
Open Road Acura January 2002 - April 2004
Circuit City Stores Inc November 1998 - January 2002
Skills
Investments, Life Insurance, Long Term Care Insurance, Health Insurance, Variable Annuities, Fixed Income Portfolio..., Finance, Insurance, Retirement, Negotiation, Sales Management
Education
Rutgers University-New Brunswick
Economics
TD Ameritrade January 2013 - Present
R. Seelaus & Co., Inc. March 2011 - December 2012
Liberty Mutual October 2009 - April 2011
Sharp Business Systems May 2007 - August 2009
Copy Dynamics Inc September 2006 - May 2007
Century21 Sylvia Geist Agency June 2004 - September 2006
Open Road Acura January 2002 - April 2004
Circuit City Stores Inc November 1998 - January 2002
Skills
Investments, Life Insurance, Long Term Care Insurance, Health Insurance, Variable Annuities, Fixed Income Portfolio..., Finance, Insurance, Retirement, Negotiation, Sales Management
Education
Rutgers University-New Brunswick
Economics
Joseph Felicetti Joseph Felicetti's R. Seelaus & Co., Inc. Experience June 2002 - Present
Job Retirement Distribution Specialist – PRESERVE, PROTECT, & EXTEND your Retirement Savings WATCH VIDEOS BELOW
Industry Financial Services
Experience
R. Seelaus & Co., Inc. June 2002 - Present
FIA Capital Group, Inc. November 1994 - June 2002
Gilmore Securities, Inc. January 1991 - November 1994
Global America Securities, Inc October 1990 - January 1991
Smith, Barney, Harris, Upham & Co. Inc. May 1983 - April 1989
Sperry & Hutchinson Co. (S & H Green Stamps) January 1980 - May 1983
Skills
Retirement Planning, Retirement, Fixed Annuities, Series 7, Investments, Wealth Management, 401k, IRAs, Series 63, Strategic Financial..., Bonds, Mutual Funds, Finance, Securities, Investment Advisory, Wealth, Fixed Income, Financial Advisory, Personal Financial..., Estate Planning, Roth IRA, Rollovers, Equities, Long-term Care, Asset Allocation, Investment Strategies, Uniform Combined State..., Financial Planners, Asset Management, Tax Free Rollover of..., Create The Perfect IRA..., Stretch IRA Required..., Get Beneficiaries Of..., Provide Lifetime Income..., Use Little Known Area..., Turn Taxable Income..., IRA's, Financial Planning, Annuities, Social Security Planning, Life Insurance, Portfolio Management
Education
Fordham University, Rose Hill 1981 — 1987
BS Public Accounting, Public Accounting/Finance
City University of New York-Herbert H. Lehman College 1974 — 1976
General Studies
All Hallows High School 1970 — 1974
General Studies, English, Economics, Religion
Our Lady of Refuge Grammer School 1962 — 1970
General Studies, English, Economics, Religion
R. Seelaus & Co., Inc. June 2002 - Present
FIA Capital Group, Inc. November 1994 - June 2002
Gilmore Securities, Inc. January 1991 - November 1994
Global America Securities, Inc October 1990 - January 1991
Smith, Barney, Harris, Upham & Co. Inc. May 1983 - April 1989
Sperry & Hutchinson Co. (S & H Green Stamps) January 1980 - May 1983
Skills
Retirement Planning, Retirement, Fixed Annuities, Series 7, Investments, Wealth Management, 401k, IRAs, Series 63, Strategic Financial..., Bonds, Mutual Funds, Finance, Securities, Investment Advisory, Wealth, Fixed Income, Financial Advisory, Personal Financial..., Estate Planning, Roth IRA, Rollovers, Equities, Long-term Care, Asset Allocation, Investment Strategies, Uniform Combined State..., Financial Planners, Asset Management, Tax Free Rollover of..., Create The Perfect IRA..., Stretch IRA Required..., Get Beneficiaries Of..., Provide Lifetime Income..., Use Little Known Area..., Turn Taxable Income..., IRA's, Financial Planning, Annuities, Social Security Planning, Life Insurance, Portfolio Management
Education
Fordham University, Rose Hill 1981 — 1987
BS Public Accounting, Public Accounting/Finance
City University of New York-Herbert H. Lehman College 1974 — 1976
General Studies
All Hallows High School 1970 — 1974
General Studies, English, Economics, Religion
Our Lady of Refuge Grammer School 1962 — 1970
General Studies, English, Economics, Religion
Ed McNasby Ed McNasby's R. Seelaus & Co., Inc. Experience January 2013 - June 2013
Job MBS / ABS Sales at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC July 2013 - Present
R. Seelaus & Co., Inc. January 2013 - June 2013
US Navy June 2009 - May 2012
Hilliard Farber & Co January 2007 - June 2009
Sentinel Real Estate Corporation June 2006 - January 2007
Holliday Fenoglio Fowler (HFF) August 2005 - May 2006
The Blackstone Group July 2004 - August 2005
Skills
Bloomberg Terminal, Microsoft Office, JD Edwards, Reuters, Argus
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Fairfield University 1999 — 2003
BS, Accounting
Brean Capital, LLC July 2013 - Present
R. Seelaus & Co., Inc. January 2013 - June 2013
US Navy June 2009 - May 2012
Hilliard Farber & Co January 2007 - June 2009
Sentinel Real Estate Corporation June 2006 - January 2007
Holliday Fenoglio Fowler (HFF) August 2005 - May 2006
The Blackstone Group July 2004 - August 2005
Skills
Bloomberg Terminal, Microsoft Office, JD Edwards, Reuters, Argus
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Fairfield University 1999 — 2003
BS, Accounting
Larry Hipschman Larry Hipschman's R. Seelaus & Co., Inc. Experience June 2013 - March 2014
Job Institutional Municipal Bond Sales Financial Advisor at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. June 2013 - March 2014
Bell Audi February 2013 - June 2013
Larry Hipschman Voiceovers 2011 - 2013
Citi 2008 - 2011
Citigroup 1998 - 2008
Smith Barney Inc 1997 - 1998
Smith Barney Inc 1992 - 1997
Vantage Financial Services, Inc 1990 - 1992
Prudential Securities, Inc 1985 - 1990
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics / English
R. Seelaus & Co., Inc. June 2013 - March 2014
Bell Audi February 2013 - June 2013
Larry Hipschman Voiceovers 2011 - 2013
Citi 2008 - 2011
Citigroup 1998 - 2008
Smith Barney Inc 1997 - 1998
Smith Barney Inc 1992 - 1997
Vantage Financial Services, Inc 1990 - 1992
Prudential Securities, Inc 1985 - 1990
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics / English
Paul Stierhoff's R. Seelaus & Co., Inc. Experience 1993 - Present
Job CFP®, Partner, EVP – R. Seelaus & Co. / Granite Springs Asset Management
Industry Investment Management
Experience
Granite Springs Asset Management, LLC 2013 - Present
R. Seelaus & Co., Inc. 1993 - Present
Henry S & Agnes M Truzack Foundation 2005 - Present
Skills
Wealth Management, Equities, Investments, Portfolio Management, Asset Allocation, Series 7, Retirement Planning, Strategic Financial..., Non-profits, Fixed Annuities, Financial Advisory, Insurance, Estate Planning, Finance, Life Insurance, Investment Advisory, Long Term Care Insurance, Securities, Nonprofits, Financial Planning
Education
Drew University
BA, Economics
Boys' Latin School of Maryland
Granite Springs Asset Management, LLC 2013 - Present
R. Seelaus & Co., Inc. 1993 - Present
Henry S & Agnes M Truzack Foundation 2005 - Present
Skills
Wealth Management, Equities, Investments, Portfolio Management, Asset Allocation, Series 7, Retirement Planning, Strategic Financial..., Non-profits, Fixed Annuities, Financial Advisory, Insurance, Estate Planning, Finance, Life Insurance, Investment Advisory, Long Term Care Insurance, Securities, Nonprofits, Financial Planning
Education
Drew University
BA, Economics
Boys' Latin School of Maryland
Brendan Higgins Brendan Higgins's R. Seelaus & Co., Inc. Experience May 2013 - January 2014
Job Associate Sales Representative at Cisco
Industry Telecommunications
Experience
Cisco July 2015 - Present
Cisco June 2015 - July 2015
Cisco June 2014 - August 2014
R. Seelaus & Co., Inc. May 2013 - January 2014
Clearwater Swim Club May 2012 - August 2013
Clearwater Swim Club May 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, Facebook, PowerPoint, Social Media, Research, Public Speaking, Gift Baskets, Microsoft Word, Social Media Marketing, Teamwork, Customer Service, Event Planning, Team Leadership, Social Networking, Leadership, Knitwear, Hip Hop, Diving, Sleepwear
Education
College of the Holy Cross 2011 — 2015
Bachelor's degree, Economics, Philosophy (Minor)
St. Peter's Preparatory School 2007 — 2011
Cisco July 2015 - Present
Cisco June 2015 - July 2015
Cisco June 2014 - August 2014
R. Seelaus & Co., Inc. May 2013 - January 2014
Clearwater Swim Club May 2012 - August 2013
Clearwater Swim Club May 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, Facebook, PowerPoint, Social Media, Research, Public Speaking, Gift Baskets, Microsoft Word, Social Media Marketing, Teamwork, Customer Service, Event Planning, Team Leadership, Social Networking, Leadership, Knitwear, Hip Hop, Diving, Sleepwear
Education
College of the Holy Cross 2011 — 2015
Bachelor's degree, Economics, Philosophy (Minor)
St. Peter's Preparatory School 2007 — 2011
Anderson Cook Anderson Cook's R. Seelaus & Co., Inc. Experience October 2013 - March 2014
Job Somerset Apartment Management
Industry Real Estate
Experience
Somerset Apartment Management June 2014 - Present
R. Seelaus & Co., Inc. October 2013 - March 2014
Hayman Capital October 2010 - January 2011
Skills
Customer Service, Change Management, Negotiation, Strategic Planning, Microsoft Excel, Financial Analysis, Microsoft Office, Business Strategy, PowerPoint, Market Research, Financial Reporting, Financial Modeling
Education
Southern Methodist University 2007 — 2011
BA, Economics with Financial Applications
Somerset Apartment Management June 2014 - Present
R. Seelaus & Co., Inc. October 2013 - March 2014
Hayman Capital October 2010 - January 2011
Skills
Customer Service, Change Management, Negotiation, Strategic Planning, Microsoft Excel, Financial Analysis, Microsoft Office, Business Strategy, PowerPoint, Market Research, Financial Reporting, Financial Modeling
Education
Southern Methodist University 2007 — 2011
BA, Economics with Financial Applications
Michael Wortmann Michael Wortmann's R. Seelaus & Co., Inc. Experience February 2012 - November 2012
Job Bond Broker at Hennion & Walsh
Industry Investment Banking
Experience
Hennion & Walsh April 2013 - Present
R. Seelaus & Co., Inc. February 2012 - November 2012
Skills
Municipal Bonds, Fixed Income, High Yield Bonds, Investment Banking, Strategic Financial..., Retirement Planning, Preferred Stock, Bond Markets, Convertible Bonds, Bonds, Bloomberg, Fixed Income Portfolio..., Series 7, Securities, Options Strategies, Series 63
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Seton Hall Preparatory 2003 — 2007
Hennion & Walsh April 2013 - Present
R. Seelaus & Co., Inc. February 2012 - November 2012
Skills
Municipal Bonds, Fixed Income, High Yield Bonds, Investment Banking, Strategic Financial..., Retirement Planning, Preferred Stock, Bond Markets, Convertible Bonds, Bonds, Bloomberg, Fixed Income Portfolio..., Series 7, Securities, Options Strategies, Series 63
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Seton Hall Preparatory 2003 — 2007
Eric Curialle Eric Curialle's R. Seelaus & Co., Inc. Experience October 2012 - July 2013
Job Fixed Income Sales at Securevest Financial Group
Industry Financial Services
Experience
Securevest Financial Group August 2013 - Present
R. Seelaus & Co., Inc. October 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Office, Municipal Bonds, Investments, Fixed Income, Credit, Series 7, Bonds, Sales, Mutual Funds, Securities, Alternative Investments, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Retirement Planning, Uniform Combined State..., Equities, Finance, Trading, Financial Markets
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, Finance; Minor in Economics
Westfield High School 2004 — 2008
Securevest Financial Group August 2013 - Present
R. Seelaus & Co., Inc. October 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Office, Municipal Bonds, Investments, Fixed Income, Credit, Series 7, Bonds, Sales, Mutual Funds, Securities, Alternative Investments, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Retirement Planning, Uniform Combined State..., Equities, Finance, Trading, Financial Markets
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, Finance; Minor in Economics
Westfield High School 2004 — 2008
Jung-Woong Yoon Jung-Woong Yoon's R. Seelaus & Co., Inc. Experience June 2013 - August 2013
Job Data Management Intern at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. June 2013 - August 2013
Hong- Ik University January 2010 - March 2010
Korean Research Institute of Bioscience and Biotechnology July 2007 - August 2007
Education
Drew University 2010 — 2014
Economics and Chinese Studies: Double Major, Bachelor of Arts (B.A.)
Nanjing University (南京大学) 2012 — 2012
Chinese, International Education College (本校海外教育学院)
Harbin Normal University (哈尔滨师范大学) 2011 — 2011
Study Abroad Program, International Education College (本校海外教育学院)
R. Seelaus & Co., Inc. June 2013 - August 2013
Hong- Ik University January 2010 - March 2010
Korean Research Institute of Bioscience and Biotechnology July 2007 - August 2007
Education
Drew University 2010 — 2014
Economics and Chinese Studies: Double Major, Bachelor of Arts (B.A.)
Nanjing University (南京大学) 2012 — 2012
Chinese, International Education College (本校海外教育学院)
Harbin Normal University (哈尔滨师范大学) 2011 — 2011
Study Abroad Program, International Education College (本校海外教育学院)
Bruce Zenna Bruce Zenna's R. Seelaus & Co., Inc. Experience March 2013 - November 2013
Job Financial Advisor
Industry Investment Management
Experience
R. Seelaus & Co., Inc. March 2013 - November 2013
Barnum Financial office of MetLife October 2011 - January 2013
Heritage Litho & Mail Inc. September 1985 - November 2006
Skills
Investment Advisory, Series 7, Investment Management, Fixed Income Strategies, Insurance, Long Term Care Insurance, Annuity Sales, Fixed Income, Alternative Investments, Mutual Funds, Retirement, Portfolio Management, BDCs
Education
Syracuse University
Bachelor of Science (BS), Finance, General
R. Seelaus & Co., Inc. March 2013 - November 2013
Barnum Financial office of MetLife October 2011 - January 2013
Heritage Litho & Mail Inc. September 1985 - November 2006
Skills
Investment Advisory, Series 7, Investment Management, Fixed Income Strategies, Insurance, Long Term Care Insurance, Annuity Sales, Fixed Income, Alternative Investments, Mutual Funds, Retirement, Portfolio Management, BDCs
Education
Syracuse University
Bachelor of Science (BS), Finance, General
Kristen Barlow's R. Seelaus & Co., Inc. Experience June 2015 - August 2015
Job Summer Analyst at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. June 2015 - August 2015
Prospect Hill January 2015 - May 2015
Local Family May 2014 - August 2014
Cubist Pharmaceuticals March 2014 - May 2014
Harmon Face Values August 2011 - August 2012
Skills
Customer Service, Leadership, PowerPoint, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Publisher, Problem Solving, Organization, Social Media Marketing, Interpersonal..., Communication, Teamwork, Oracle
Education
Bentley University 2012 — 2016
Bachelor's Degree, Corporate Finance & Accounting
Lorenzo de' Medici Institute 2014 — 2014
Study Abroad Program, Junior
OpenDoor 2013 — 2013
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance
Bishop George Ahr High School 2008 — 2012
High School
R. Seelaus & Co., Inc. June 2015 - August 2015
Prospect Hill January 2015 - May 2015
Local Family May 2014 - August 2014
Cubist Pharmaceuticals March 2014 - May 2014
Harmon Face Values August 2011 - August 2012
Skills
Customer Service, Leadership, PowerPoint, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Publisher, Problem Solving, Organization, Social Media Marketing, Interpersonal..., Communication, Teamwork, Oracle
Education
Bentley University 2012 — 2016
Bachelor's Degree, Corporate Finance & Accounting
Lorenzo de' Medici Institute 2014 — 2014
Study Abroad Program, Junior
OpenDoor 2013 — 2013
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance
Bishop George Ahr High School 2008 — 2012
High School
Wale Tam Wale Tam's R. Seelaus & Co., Inc. Experience September 2011 - Present
Job Financial Advisor at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. September 2011 - Present
HSBC May 2008 - August 2011
Merrill Lynch July 2001 - May 2008
Charles Schwab August 1995 - May 2001
Dean Witter May 1992 - July 1995
Skills
Equities, Mutual Funds, Government Bonds, Municipal Bonds, Options, Estate Planning, Investments, High Yield Bonds, Life Insurance, Asset Allocation, Asset Management, Bonds, Finance, Financial Advisory, Financial Planners, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Options Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Stocks, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
New York University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brooklyn Tech High School 1973 — 1977
R. Seelaus & Co., Inc. September 2011 - Present
HSBC May 2008 - August 2011
Merrill Lynch July 2001 - May 2008
Charles Schwab August 1995 - May 2001
Dean Witter May 1992 - July 1995
Skills
Equities, Mutual Funds, Government Bonds, Municipal Bonds, Options, Estate Planning, Investments, High Yield Bonds, Life Insurance, Asset Allocation, Asset Management, Bonds, Finance, Financial Advisory, Financial Planners, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Options Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Stocks, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
New York University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brooklyn Tech High School 1973 — 1977
Robert Bertoni Robert Bertoni's R. Seelaus & Co., Inc. Experience April 2013 - Present
Job Municipal Trader at R. Seelaus & Co., Inc.
Industry Capital Markets
Experience
R. Seelaus & Co., Inc. April 2013 - Present
HSBC June 2011 - April 2013
Jefferies & Company June 2008 - August 2009
Skills
Series 7, Fixed Income, Equities, Capital Markets, Trading
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance
R. Seelaus & Co., Inc. April 2013 - Present
HSBC June 2011 - April 2013
Jefferies & Company June 2008 - August 2009
Skills
Series 7, Fixed Income, Equities, Capital Markets, Trading
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance
Alisa Finn Alisa Finn's R. Seelaus & Co., Inc. Experience December 2014 - Present
Job Business Development Associate at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. December 2014 - Present
Morgan Stanley June 2013 - August 2014
Morgan Stanley June 2012 - August 2012
Stanford Classics Department September 2011 - June 2012
Stanford Center for the Study of Poverty and Inequality September 2011 - April 2012
Stanford Center for the Study of Poverty and Inequality April 2011 - June 2011
Skills
Conversational Japanese, Statistics, Mathematics, Data Analysis, Stata, Java, C++, Matlab, Microsoft Excel, PowerPoint, Microsoft Office, Japanese, Fixed Income
Education
Stanford University 2009 — 2013
BA, Classics - Ancient Greek track
Loyola Academy 2005 — 2009
R. Seelaus & Co., Inc. December 2014 - Present
Morgan Stanley June 2013 - August 2014
Morgan Stanley June 2012 - August 2012
Stanford Classics Department September 2011 - June 2012
Stanford Center for the Study of Poverty and Inequality September 2011 - April 2012
Stanford Center for the Study of Poverty and Inequality April 2011 - June 2011
Skills
Conversational Japanese, Statistics, Mathematics, Data Analysis, Stata, Java, C++, Matlab, Microsoft Excel, PowerPoint, Microsoft Office, Japanese, Fixed Income
Education
Stanford University 2009 — 2013
BA, Classics - Ancient Greek track
Loyola Academy 2005 — 2009
Sean Blackwell, MBA Sean Blackwell, MBA's R. Seelaus & Co., Inc. Experience 2010 - May 2015
Job SVP at SecurevestMunicipals
Industry Financial Services
Experience
Securevest Financial Group May 2015 - Present
R. Seelaus & Co., Inc. 2010 - May 2015
Wellington Management June 2008 - August 2008
Morgan Stanley 2004 - 2007
Skills
Market Research, Finance, Account Reconciliation, Equities, Investments, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Investment Strategies, Bloomberg Terminal, Securities, Wealth Management, Bonds, Trading, Asset Allocation
Education
Hagan School of Business- Iona College
MBA, Finance
Iona College
BBA, Finance
Securevest Financial Group May 2015 - Present
R. Seelaus & Co., Inc. 2010 - May 2015
Wellington Management June 2008 - August 2008
Morgan Stanley 2004 - 2007
Skills
Market Research, Finance, Account Reconciliation, Equities, Investments, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Investment Strategies, Bloomberg Terminal, Securities, Wealth Management, Bonds, Trading, Asset Allocation
Education
Hagan School of Business- Iona College
MBA, Finance
Iona College
BBA, Finance
Jon Yamaoka's R. Seelaus & Co., Inc. Experience February 2011 - February 2014
Job Municipal Trader
Industry Financial Services
Experience
Intercoastal Capital Markets March 2014 - Present
R. Seelaus & Co., Inc. February 2011 - February 2014
Kinetic Partners May 2010 - February 2011
Huron Consulting Group August 2007 - May 2010
Skills
Fixed Income, Equities, Financial Analysis, Investments, Financial Modeling, Portfolio Management, Bloomberg, Asset Management, Valuation, Series 7, Capital Markets, Securities, Alternative Investments, Investment Advisory, Retirement Planning, Due Diligence, Bonds, Municipal Bonds, Finance, Acquisition Integration, Mutual Funds, Hedge Funds, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
BS, Finance
Passed Level I of the CFA Program
Intercoastal Capital Markets March 2014 - Present
R. Seelaus & Co., Inc. February 2011 - February 2014
Kinetic Partners May 2010 - February 2011
Huron Consulting Group August 2007 - May 2010
Skills
Fixed Income, Equities, Financial Analysis, Investments, Financial Modeling, Portfolio Management, Bloomberg, Asset Management, Valuation, Series 7, Capital Markets, Securities, Alternative Investments, Investment Advisory, Retirement Planning, Due Diligence, Bonds, Municipal Bonds, Finance, Acquisition Integration, Mutual Funds, Hedge Funds, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
BS, Finance
Passed Level I of the CFA Program
Bill McCrystal's R. Seelaus & Co., Inc. Experience September 2006 - February 2015
Job W.H. Mell Associates, Inc.
Industry Investment Management
Experience
W.H. Mell Associates, Inc. March 2015 - Present
R. Seelaus & Co., Inc. September 2006 - February 2015
McConnell, Budd & Romano, Inc. July 2000 - September 2006
MBIA January 1992 - March 2000
Thomson BankWatch Inc. February 1990 - February 1992
Ryan Beck & Co. January 1987 - February 1990
Federal Reserve Bank of New York July 1979 - January 1987
Skills
Fixed Income, Bonds, Series 7, Equities, Investments, Municipal Bonds, Asset Managment, Bloomberg, Securities, Mutual Funds, Wealth Management, Credit, Trading, Banking, Retirement Planning, Asset Management, Financial Advisory, Investor Relations, Financial Services, Investment Advisory, Loans, Finance, Portfolio Management, Risk Management, Alternative Investments, Hedge Funds, Financial Markets, Asset Allocation, Series 63, Capital Markets
Education
Manhattan College 1975 — 1979
BS, Accounting
Cardinal Spellman High School 1971 — 1975
Sacred Heart Elementary School 1963 — 1971
W.H. Mell Associates, Inc. March 2015 - Present
R. Seelaus & Co., Inc. September 2006 - February 2015
McConnell, Budd & Romano, Inc. July 2000 - September 2006
MBIA January 1992 - March 2000
Thomson BankWatch Inc. February 1990 - February 1992
Ryan Beck & Co. January 1987 - February 1990
Federal Reserve Bank of New York July 1979 - January 1987
Skills
Fixed Income, Bonds, Series 7, Equities, Investments, Municipal Bonds, Asset Managment, Bloomberg, Securities, Mutual Funds, Wealth Management, Credit, Trading, Banking, Retirement Planning, Asset Management, Financial Advisory, Investor Relations, Financial Services, Investment Advisory, Loans, Finance, Portfolio Management, Risk Management, Alternative Investments, Hedge Funds, Financial Markets, Asset Allocation, Series 63, Capital Markets
Education
Manhattan College 1975 — 1979
BS, Accounting
Cardinal Spellman High School 1971 — 1975
Sacred Heart Elementary School 1963 — 1971
Sean Keville, CFA's R. Seelaus & Co., Inc. Experience 2014 - Present
Job Fixed Income Sales Trader, Sr. VP at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. 2014 - Present
Morgan Stanley 2009 - 2014
CJS Securities 2008 - 2009
Morgan Stanley 2005 - 2007
Morgan Stanley 2000 - 2005
Morgan Stanley 1998 - 2000
Education
Fordham Gabelli School of Business
Moravian College
Peddie School
R. Seelaus & Co., Inc. 2014 - Present
Morgan Stanley 2009 - 2014
CJS Securities 2008 - 2009
Morgan Stanley 2005 - 2007
Morgan Stanley 2000 - 2005
Morgan Stanley 1998 - 2000
Education
Fordham Gabelli School of Business
Moravian College
Peddie School
Joseph Maglaque's R. Seelaus & Co., Inc. Experience March 2009 - November 2011
Job Taxable Muni Trader Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus July 2013 - Present
Stifel Nicolaus March 2012 - June 2013
R. Seelaus & Co., Inc. March 2009 - November 2011
Merrill Lynch, Global Private Client Group February 2007 - February 2009
R. Seelaus & Co., Inc. 2009 - 2009
Gain Capital 2006 - 2007
Skills
Team Oriented, Fixed Income Trading, Fixed Income, Securities, Series 7, Series 63, Bloomberg, Bonds, Trading, Capital Markets, Trading Systems, Bloomberg Terminal, Electronic Trading, Municipal Bonds
Education
Penn State University 2003 — 2005
Bachelor of Science, Economics
Fairfield University 2001 — 2003
Finance
South Plainfield High School 1997 — 2001
Stifel Nicolaus July 2013 - Present
Stifel Nicolaus March 2012 - June 2013
R. Seelaus & Co., Inc. March 2009 - November 2011
Merrill Lynch, Global Private Client Group February 2007 - February 2009
R. Seelaus & Co., Inc. 2009 - 2009
Gain Capital 2006 - 2007
Skills
Team Oriented, Fixed Income Trading, Fixed Income, Securities, Series 7, Series 63, Bloomberg, Bonds, Trading, Capital Markets, Trading Systems, Bloomberg Terminal, Electronic Trading, Municipal Bonds
Education
Penn State University 2003 — 2005
Bachelor of Science, Economics
Fairfield University 2001 — 2003
Finance
South Plainfield High School 1997 — 2001
Vincent G. McCallion's R. Seelaus & Co., Inc. Experience September 2012 - May 2015
Job Municipal Underwriting at Intercoastal Capital Markets, Inc.
Industry Financial Services
Experience
Intercoastal Capital Markets, Inc. May 2015 - Present
R. Seelaus & Co., Inc. September 2012 - May 2015
Free Agent Finance November 2011 - August 2012
Professional Service Group of Central New Jersey October 2011 - August 2012
Roosevelt & Cross, Inc. 2008 - 2011
Citi 2002 - 2008
Madison Trading 2001 - 2001
Ipreo 1999 - 2000
U.S. Clearing Corp. (A Division of Quick & Reilly) 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Skills
Series 7, Series 63, Municipal Bonds, Underwriting, Secondary Trading, Capital Markets, Trading and Operations..., Executing trades and..., Financial Advisory, Compliance, Customer Service, Change Management, Program Upgrade..., Bloomberg, Asset Management, Bonds, Investment Banking, Finance, Fixed Income, Portfolio Management, Trading, Investments
Education
Baruch College 1980 — 1985
BBA, Management and Finance
Cardinal Hayes, Class of '80
Intercoastal Capital Markets, Inc. May 2015 - Present
R. Seelaus & Co., Inc. September 2012 - May 2015
Free Agent Finance November 2011 - August 2012
Professional Service Group of Central New Jersey October 2011 - August 2012
Roosevelt & Cross, Inc. 2008 - 2011
Citi 2002 - 2008
Madison Trading 2001 - 2001
Ipreo 1999 - 2000
U.S. Clearing Corp. (A Division of Quick & Reilly) 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Skills
Series 7, Series 63, Municipal Bonds, Underwriting, Secondary Trading, Capital Markets, Trading and Operations..., Executing trades and..., Financial Advisory, Compliance, Customer Service, Change Management, Program Upgrade..., Bloomberg, Asset Management, Bonds, Investment Banking, Finance, Fixed Income, Portfolio Management, Trading, Investments
Education
Baruch College 1980 — 1985
BBA, Management and Finance
Cardinal Hayes, Class of '80
Jon Mastrandrea's R. Seelaus & Co., Inc. Experience May 2015 - Present
Job Executive Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. May 2015 - Present
UBS Wealth Management April 2011 - April 2015
Loop Capital November 2008 - March 2011
JPMorgan May 2007 - June 2008
Merrill Lynch February 2004 - May 2007
Morgan Stanley Dean Witter 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Bonds, Trading, Fixed Income, Series 7, Series 63, Wealth Management, Private Wealth..., Fixed Income Trading, High Yield
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Binghamton University 1979 — 1983
B.A, Economics, Political Science
R. Seelaus & Co., Inc. May 2015 - Present
UBS Wealth Management April 2011 - April 2015
Loop Capital November 2008 - March 2011
JPMorgan May 2007 - June 2008
Merrill Lynch February 2004 - May 2007
Morgan Stanley Dean Witter 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Bonds, Trading, Fixed Income, Series 7, Series 63, Wealth Management, Private Wealth..., Fixed Income Trading, High Yield
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Binghamton University 1979 — 1983
B.A, Economics, Political Science
John Casey Roach's R. Seelaus & Co., Inc. Experience March 2015 - Present
Job Institutional Fixed Income at R Seelaus & CO
Industry Financial Services
Experience
R. Seelaus & Co., Inc. March 2015 - Present
Wunderlich Securities August 2013 - March 2015
Southwest Securities October 2009 - July 2013
Chicago Youth Lacrosse April 2009 - June 2013
Wells Fargo Investments March 2006 - October 2009
Skills
Series 7, Finance, Bloomberg, Series 63, Bloomberg Terminal, Uniform Combined State..., Investments, FINRA, Market Access, Microsoft Excel, Microsoft Office, Municipal Bonds
Education
St. Lawrence University 2001 — 2005
R. Seelaus & Co., Inc. March 2015 - Present
Wunderlich Securities August 2013 - March 2015
Southwest Securities October 2009 - July 2013
Chicago Youth Lacrosse April 2009 - June 2013
Wells Fargo Investments March 2006 - October 2009
Skills
Series 7, Finance, Bloomberg, Series 63, Bloomberg Terminal, Uniform Combined State..., Investments, FINRA, Market Access, Microsoft Excel, Microsoft Office, Municipal Bonds
Education
St. Lawrence University 2001 — 2005
Bernard Garruppo's R. Seelaus & Co., Inc. Experience March 1993 - Present
Job Chief Executive Officer at Granite Springs Asset Management, LLC
Industry Financial Services
Experience
Granite Springs Asset Management, LLC March 2013 - Present
R. Seelaus & Co., Inc. March 1993 - Present
Skills
Asset Management, Investments, Securities, Strategic Financial..., Fixed Income, Equities, Financial Analysis, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65, Life & Health Insurance..., Bloomberg, Private Equity, Estate Planning, Due Diligence, Corporate Governance, Securities Regulation
Education
Temple University
Finance
Granite Springs Asset Management, LLC March 2013 - Present
R. Seelaus & Co., Inc. March 1993 - Present
Skills
Asset Management, Investments, Securities, Strategic Financial..., Fixed Income, Equities, Financial Analysis, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65, Life & Health Insurance..., Bloomberg, Private Equity, Estate Planning, Due Diligence, Corporate Governance, Securities Regulation
Education
Temple University
Finance
Erica James's R. Seelaus & Co., Inc. Experience January 2014 - May 2015
Job Investment Advisor Granite Springs Asset Management, LLC & Managing Director Women In Business Leadership Council
Industry Investment Management
Experience
Granite Springs Asset Management, LLC June 2015 - Present
Coldwell Banker Residential Brokerage, Maplewood Office January 2014 - Present
Women in Business Leadership Council (WBLC) March 2013 - Present
R. Seelaus & Co., Inc. January 2014 - May 2015
Granite Springs Asset Management, LLC January 2014 - May 2015
Diversified IRA Consulting (DIRA) June 2013 - January 2014
Business Development Manager at The Entrust Group January 2013 - June 2013
Regus Management July 2010 - November 2012
Coldwell Residential Brokerage December 2009 - July 2010
Housing Opportunities for Women (HOW) July 2005 - June 2008
Skills
Leadership, Investments, Business Development, Real Estate, Nonprofits, Sales, Public Relations, Entrepreneurship, Fundraising, Recruiting, Policy, CRM, New Business Development, Strategic Planning, Management, Marketing, Finance, Lead Generation, Small Business, Portfolio Management, Strategy, Start-ups, Business Planning, Organizational..., Team Leadership, Property Management, Negotiation, Contract Negotiation, Budgets, Investment Properties, Business Strategy, Team Building, Selling, Customer Satisfaction, Financial Services, Consulting, Executive Management, Property, Strategic Partnerships, Management Consulting, Leadership Development, Public Speaking, Asset Management, Real Estate Transactions
Education
University of Illinois at Chicago 2003 — 2005
Graduate College of Urban Planning & Public Affairs
San Francisco State University 1999 — 2002
Bachelor's degree, International Relations and Affairs
Mount Pleasant High School
Granite Springs Asset Management, LLC June 2015 - Present
Coldwell Banker Residential Brokerage, Maplewood Office January 2014 - Present
Women in Business Leadership Council (WBLC) March 2013 - Present
R. Seelaus & Co., Inc. January 2014 - May 2015
Granite Springs Asset Management, LLC January 2014 - May 2015
Diversified IRA Consulting (DIRA) June 2013 - January 2014
Business Development Manager at The Entrust Group January 2013 - June 2013
Regus Management July 2010 - November 2012
Coldwell Residential Brokerage December 2009 - July 2010
Housing Opportunities for Women (HOW) July 2005 - June 2008
Skills
Leadership, Investments, Business Development, Real Estate, Nonprofits, Sales, Public Relations, Entrepreneurship, Fundraising, Recruiting, Policy, CRM, New Business Development, Strategic Planning, Management, Marketing, Finance, Lead Generation, Small Business, Portfolio Management, Strategy, Start-ups, Business Planning, Organizational..., Team Leadership, Property Management, Negotiation, Contract Negotiation, Budgets, Investment Properties, Business Strategy, Team Building, Selling, Customer Satisfaction, Financial Services, Consulting, Executive Management, Property, Strategic Partnerships, Management Consulting, Leadership Development, Public Speaking, Asset Management, Real Estate Transactions
Education
University of Illinois at Chicago 2003 — 2005
Graduate College of Urban Planning & Public Affairs
San Francisco State University 1999 — 2002
Bachelor's degree, International Relations and Affairs
Mount Pleasant High School
Joshua Reid's R. Seelaus & Co., Inc. Experience July 2015 - Present
Job Muncipal Trader, Senior Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. July 2015 - Present
Morgan Stanley January 2012 - July 2015
Morgan Stanley May 2005 - January 2012
Morgan Stanley October 2002 - May 2005
Skills
Series 7, Fixed Income, Bonds, Bloomberg, Capital Markets, Securities, Wealth Management, Trading, Investments, Separately Managed..., Series 66, Municipal Bonds, Sales, Uniform Combined State..., Portfolio Management, Mutual Funds, Hedge Funds, FINRA, Series 63
Education
Susquehanna University 1998 — 2002
BS, Accounting
Middletown North HS
Middletown North HS
R. Seelaus & Co., Inc. July 2015 - Present
Morgan Stanley January 2012 - July 2015
Morgan Stanley May 2005 - January 2012
Morgan Stanley October 2002 - May 2005
Skills
Series 7, Fixed Income, Bonds, Bloomberg, Capital Markets, Securities, Wealth Management, Trading, Investments, Separately Managed..., Series 66, Municipal Bonds, Sales, Uniform Combined State..., Portfolio Management, Mutual Funds, Hedge Funds, FINRA, Series 63
Education
Susquehanna University 1998 — 2002
BS, Accounting
Middletown North HS
Middletown North HS
James Citron's R. Seelaus & Co., Inc. Experience December 2007 - January 2008
Job Risk Analyst at Guy Carpenter
Industry
Experience
Guy Carpenter July 2015 - Present
Herbert L. Jamison & Co. November 2010 - 2015
Morristown Financial Group June 2009 - August 2009
Lehman Brothers Bank June 2008 - August 2008
R. Seelaus & Co., Inc. December 2007 - January 2008
Education
Susquehanna University 2005 — 2010
B.S. Business Administration, Marketing
Guy Carpenter July 2015 - Present
Herbert L. Jamison & Co. November 2010 - 2015
Morristown Financial Group June 2009 - August 2009
Lehman Brothers Bank June 2008 - August 2008
R. Seelaus & Co., Inc. December 2007 - January 2008
Education
Susquehanna University 2005 — 2010
B.S. Business Administration, Marketing
Robby Bolcar's R. Seelaus & Co., Inc. Experience March 2014 - November 2014
Job Assistant Digital Media Strategist at OMD USA
Industry Online Media
Experience
OMD USA September 2015 - Present
R. Seelaus & Co., Inc. March 2014 - November 2014
Tullett Prebon March 2011 - March 2014
CampusAmp July 2010 - March 2011
New England Financial June 2009 - August 2009
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Trading, Financial Markets, Fixed Income, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Finance, Bloomberg, Capital Markets, Series 7
Education
Lehigh University 2007 — 2010
Bachelor's degree, Finance, General
OMD USA September 2015 - Present
R. Seelaus & Co., Inc. March 2014 - November 2014
Tullett Prebon March 2011 - March 2014
CampusAmp July 2010 - March 2011
New England Financial June 2009 - August 2009
Skills
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Trading, Financial Markets, Fixed Income, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Finance, Bloomberg, Capital Markets, Series 7
Education
Lehigh University 2007 — 2010
Bachelor's degree, Finance, General
Richard Bertoni's R. Seelaus & Co., Inc. Experience January 2012 - Present
Job
Industry Financial Services
Experience
R. Seelaus & Co., Inc. January 2012 - Present
Mitsubishi UFJ Securities 2009 - 2011
Commerzbank AG 2007 - 2009
HSBC 2002 - 2007
Paine Webber 1985 - 2000
Skills
Fixed Income, Equities, Investments, Bonds, Securities, Series 7, Bloomberg, Capital Markets
Education
Northeastern University
University of Massachusetts Boston
R. Seelaus & Co., Inc. January 2012 - Present
Mitsubishi UFJ Securities 2009 - 2011
Commerzbank AG 2007 - 2009
HSBC 2002 - 2007
Paine Webber 1985 - 2000
Skills
Fixed Income, Equities, Investments, Bonds, Securities, Series 7, Bloomberg, Capital Markets
Education
Northeastern University
University of Massachusetts Boston
Jonathan Brichkin's R. Seelaus & Co., Inc. Experience June 2014 - August 2014
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
R. Seelaus & Co., Inc. June 2014 - August 2014
Monmouth University September 2012 - August 2014
Four Springs Capital LLC June 2013 - May 2014
Skills
Microsoft Office, Customer Service, Research, Integrity, Diplomacy, Series 7, Securities, Investments, Finance, Financial Modeling, Bloomberg
Education
Monmouth University 2015 — 2016
Master of Business Administration (MBA)
Monmouth University 2011 — 2015
Bachelor's degree, Finance and Real Estate
R. Seelaus & Co., Inc. June 2014 - August 2014
Monmouth University September 2012 - August 2014
Four Springs Capital LLC June 2013 - May 2014
Skills
Microsoft Office, Customer Service, Research, Integrity, Diplomacy, Series 7, Securities, Investments, Finance, Financial Modeling, Bloomberg
Education
Monmouth University 2015 — 2016
Master of Business Administration (MBA)
Monmouth University 2011 — 2015
Bachelor's degree, Finance and Real Estate
Michael Cornell's R. Seelaus & Co., Inc. Experience 1995 - Present
Job Managing Director/Principal at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. 1995 - Present
Education
Skidmore College
Kent School, Kent Ct
R. Seelaus & Co., Inc. 1995 - Present
Education
Skidmore College
Kent School, Kent Ct
Jason Aiello's R. Seelaus & Co., Inc. Experience October 2014 - Present
Job Senior Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. October 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Stone & Youngberg June 2006 - February 2011
UBS Wealth Management August 2003 - June 2006
Skills
Fixed Income, Wealth Management, Bonds, Asset Management, Institutional Sales, Capital Markets, Bloomberg, Mutual Funds, Investments
Education
University of Scranton 1999 — 2003
Bachelor's Degree, Finance, General
R. Seelaus & Co., Inc. October 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Stone & Youngberg June 2006 - February 2011
UBS Wealth Management August 2003 - June 2006
Skills
Fixed Income, Wealth Management, Bonds, Asset Management, Institutional Sales, Capital Markets, Bloomberg, Mutual Funds, Investments
Education
University of Scranton 1999 — 2003
Bachelor's Degree, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY