Ramirez & Co., Inc.
Industry: Company
DescriptionFounded: 1971 Parent organization: SAR Holdings, Inc.
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Ramirez & Co., Inc. Employees
Ramirez & Co., Inc. 2011 - Present
Raymond James Financial Inc. 2008 - 2011
UBS/PaineWebber 2001 - 2008
The Urban Institute 1998 - 2001
Skills
Municipal Bonds, Structured Finance, Series 63, Series 7, Housing Revenue Bonds, Texas Public Finance
Education
Rice University
Bachelor of Arts (B.A.), Economics and History
The University of Texas at Austin - The LBJ School of Public Affairs
M. P. Aff., Public Affairs
Research Foundation of The City University of New York September 2015 - Present
Ramirez & Co., Inc. July 2012 - August 2012
Verizon Wireless July 2011 - August 2011
Skills
Microsoft Office 2010, Inkscape v0.48.4, MIT App Inventor, C++ (Beginner), Adobe Ilustrator CS2, Java (Beginner), Adobe Photoshop CS2, Time Management, Photoshop, Training, Leadership, Analysis, Office 2010, Microsoft Office, Teamwork, Customer Service, Access, Teaching
Education
City University of New York-Brooklyn College 2012 — 2016
Computer Science
John Dewey High School 2009 — 2012
Advanced Regents Diploma with Honors, Computer Science Institute
Ramirez & Co., Inc. October 2014 - Present
Tommy Hilfiger December 2012 - October 2014
Siderow Organization January 2014 - June 2014
Tommy Hilfiger April 2012 - December 2012
Analytix Insight January 2012 - May 2012
Tommy Hilfiger 2011 - 2011
Skills
Asset Allocation, Budgets, Trend Analysis, Project Planning, Apparel, Sales, Retail, Fashion, Merchandising, Trend, Visual Merchandising, Styling, Customer Service, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Baruch College 2007 — 2011
Bachelors, Finance and Economics
Banco Santander February 2015 - Present
Oriental Financial Group August 2013 - April 2014
BBVA Securities of PR, Inc. March 2000 - July 2013
Ramirez & Co., Inc. October 1996 - March 2000
Skills
Investments, Securities, FINRA, Financial Services, AML, Series 99, Brokerage Operations, Customer Service, Customer Complaints, State Regulator, SEC
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1993 — 1995
U.S. Securities and Exchange Commission August 2015 - Present
Ramirez & Co., Inc. June 2015 - August 2015
McGladrey June 2014 - August 2014
Neurometrix June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word
Education
Boston University School of Law 2013 — 2016
Doctor of Law (JD)
Boston University - School of Management 2009 — 2013
BSBA, Accounting and Finance
Accenture August 2015 - Present
Tufts Center for Engineering Education Outreach September 2011 - May 2015
Allergan June 2013 - August 2013
Ramirez & Co., Inc. May 2012 - December 2012
Illinois Housing Development Authority June 2010 - August 2010
Skills
Microsoft Office, Cell Culture, Tissue Histology, AutoCAD, VBA, Matlab, Silk Fibroin Preparation, Solidworks, Microsoft Word, Microsoft Excel, C++, Statistics, PowerPoint, Research, Social Media, Public Speaking, Engineering
Education
Tufts University 2011 — 2015
Bachelor of Science (BS), Biomedical/Medical Engineering
Walter Payton College Prep 2007 — 2011
High School Diploma
Ramirez & Co., Inc. July 2015 - Present
New York State Housing Finance Agency/Ramirez & Co., July 2014 - July 2015
NYC Department of Finance February 2014 - July 2014
NYC Department of Finance June 2013 - August 2013
Cypress Hills Local Development Corporation November 2010 - August 2012
Macy's November 2011 - December 2011
New York Junior Tennis League 2008 - 2009
Skills
Tutoring, Teaching, Youth Development, Community Service, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Data Entry, Creative Writing, Management, Adobe Professional, Data Analysis, Analysis, Public Speaking, Customer Service, Economics, PowerPoint
Education
City University of New York-Brooklyn College 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business, Senior
Nyack College 2009 — 2010
BioClinica April 2011 - Present
Stony Brook University November 2007 - August 2011
Stony Brook University June 2005 - October 2007
Stony Brook University 2007 - 2007
Stony Brook University 2004 - 2006
Stony Brook University 2002 - 2005
Ramirez & Co., Inc. July 2001 - August 2002
ESRB November 1999 - June 2000
Citi 2000 - 2000
Skills
Biomedical Engineering, Clinical Trials, Neuroscience, Medical Imaging, Signal Processing, Biotechnology, Image Processing, MRI, Medical Affairs, R&D, CRO, Tissue Engineering, Medical Devices, Biomarkers, Translational Research, DXA, Medical Writing, Project Management, Big Data, Rare Diseases, Animal Models, Cell Culture, Statistical Analysis..., Phantom, Respiratory Disease, Cardiac..., Liver Disease, Diabetes
Education
Stony Brook University 2005 — 2011
Ph.D./M.Sc., Biomedical Engineering
State University of New York at Stony Brook 2001 — 2005
B.Eng., Biomedical Engineering/Electrical Engineering
High School of Economics and Finance 1998 — 2001
Blaylock Beal Van, LLC October 2014 - Present
Fidelity Capital Markets February 2001 - July 2014
Ramirez & Co., Inc. March 1995 - February 2001
Donaldson, Lufkin & Jenrette March 1993 - January 1995
Kidder Peabody March 1991 - March 1993
Chemical Bank (now JPMorgan Chase) June 1980 - March 1991
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Trading, Series 63, Derivatives, Hedge Funds, Securities, Portfolio Management, Financial Markets, Mutual Funds, Investments, Asset Management, Options, Electronic Trading, Alternative Investments, Bonds, Trading Systems
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1972 — 1976
Bachelor of Arts (B.A.), History
Siebert Brandford Shank Co., LLC. January 2015 - Present
U.S. Bank July 2012 - August 2014
Rice Financial Products Company April 2010 - June 2012
Ramirez & Co., Inc. July 2001 - March 2009
Skills
Investment Banking, Public Finance, Investments, Bonds, Fixed Income, Capital Markets, Equities, Investment Research, Series 7, Portfolio Management, Financial Modeling, Finance, Financial Analysis, Series 63, Structured Finance, Credit Analysis, Valuation, Derivatives, Bloomberg, Financial Structuring
Education
Pace University - Lubin School of Business 1998 — 2001
BBA, International Management
Credit Suisse November 2014 - Present
GE Capital October 2012 - November 2014
Loop Capital Markets 2012 - 2012
Aladdin Capital LLC 2011 - 2011
Kaufman Bros. 2009 - 2011
Ramirez & Co., Inc. 2007 - 2008
Skills
Equity Valuation, Mergers, M&A experience, High Yield, Business Valuation, Credit Analysis, Strategy, Financial Structuring, Investment Strategies, Investment Management, Bonds, Debt, Bond Pricing, Corporate Advisory, Bond Markets, Securitization, Cash Management, Mergers & Acquisitions, Treasury, Equity Capital Markets, Interest Rate Risk..., DCM, Acquisition Integration, Value Investing, IPO, Capital Structure, Capital Raising, Liquidity Management, Fixed Income Portfolio..., Option Valuation, Fixed Income Strategies, Investment Policy, Option Pricing Models, FX Derivatives, Interest Rate Hedging, Capital Markets, Investment Banking, Investments, Corporate Finance, Valuation, Financial Modeling, Fixed Income, Asset Management, Finance, Portfolio Management
Education
McGill University 2005 — 2009
BCom, Finance and Accounting
Deloitte June 2015 - August 2015
Deloitte Consulting June 2014 - August 2014
Ramirez & Co., Inc. April 2014 - June 2014
The Canadian Chamber of Commerce in Shanghai July 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Event Planning, Leadership, Teamwork, Management
Education
Northwestern University 2012 — 2016
Bachelor of Arts in Economics, Minor in Political Science and Business Institutions
Essex High School 2008 — 2012
High School Diploma
Ramirez & Co., Inc. April 2015 - Present
KPMG August 2014 - April 2015
RBS Markets and International Banking February 2013 - August 2014
Merrill Lynch May 2012 - August 2012
GE June 2010 - August 2010
Dormitory Authority State of NY May 2009 - August 2009
(USTA) United States Tennis Association August 2005 - September 2005
Skills
Matlab, Bloomberg, Data Analysis, Microsoft Excel, Market Research, R, Options, Finance, Investments, Leadership, VBA, Microsoft Office, Risk Management, Analysis, Derivatives
Education
Boston University - School of Management 2011 — 2013
Master's Degree, Mathematical Finance
City University of New York City College 2007 — 2011
Bachelor's Degree, Mechanical Engineering, 3.6
John Bowne High School 2004 — 2007
High School Diploma
J.P. Morgan Private Bank June 2013 - Present
J.P. Morgan Asset Management June 2012 - August 2012
Ramirez & Co., Inc. September 2011 - December 2011
UBS March 2011 - September 2011
Skills
Series 7, Financial Modeling, PowerPoint, Financial Analysis, Series 63, Microsoft Excel, Equities, Bloomberg, Finance, Microsoft Office, Bloomberg Terminal, Investments, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Finance
Ramirez & Co. Inc. July 2011 - Present
Ramirez & Co., Inc. September 2010 - July 2011
Morgan Stanley May 2008 - September 2009
Alzheimer's Association September 2006 - August 2007
UBS Investment Bank/PaineWebber, Municipal Securities Group January 1995 - March 2006
PaineWebber Incorporated January 1991 - January 1995
Skills
Investment Banking, Project Management, Financial Modeling, Selling Skills, Municipal Bonds, Financial Services, Business Development, Credit, Investments, Capital Markets, Finance, Financial Analysis, Derivatives, Management, Fixed Income, Bonds, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1997
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 1986 — 1990
B.S, cum laude
Scarsdale High School 1982 — 1986
Ramirez & Co., Inc. July 2015 - Present
CorePlus Federal Credit Union March 2014 - Present
CorePlus Federal Credit Union June 2013 - March 2014
University of Connecticut August 2012 - May 2013
CorePlus Federal Credit Union May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, Time Management, Access, Social Media, Accounting, Finance
Education
The University of Connecticut School of Business 2014 — 2015
Graduate Accounting Certificate Program
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Deloitte February 2013 - Present
Ramirez & Co., Inc. January 2012 - August 2012
ELLE Magazine June 2010 - August 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Microsoft Excel, Economics, Statistics, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Analytics, Strategic Planning, Econometrics, Project Management, Research, Statistical Modeling
Education
Northwestern University 2008 — 2012
Bachelor of Science (B.S.), Industrial Engineering
University of Oxford 2010 — 2011
Visiting Student, Economics
State of Rhode Island October 2013 - January 2014
Ramirez & Co., Inc. June 2013 - August 2013
Sponsors for Educational Opportunity March 2013 - June 2013
The American Society of Barcelona February 2013 - June 2013
Brown University June 2012 - September 2012
Morrison Institute for Public Policy at Arizona State University June 2012 - July 2012
City of Phoenix June 2012 - July 2012
Brown University May 2011 - May 2012
Skills
Policy Analysis, Program Evaluation, Data Analysis, Strategic Planning, Program Development, Leadership, Spanish, Qualitative Research, Community Outreach, Grant Writing, Workshop Facilitation, Higher Education, Community Development, Creative Writing, Resume Writing, Leadership Development, Social Networking, Social Services, SPSS, Stata, Volunteer Management, Facebook
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
MSc, Philosophy and Public Policy
Brown University 2010 — 2014
B.A., Public Policy and American Institutions at Brown University
Universitat de Barcelona / University of Barcelona
Consortium for Advanced Studies in Barcelona (CASB), Brown University
Bioscience High School
TransUnion January 2015 - Present
Vendavo September 2014 - December 2014
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas September 2014 - December 2014
TransUnion June 2014 - August 2014
TransUnion September 2013 - June 2014
Ramirez & Co., Inc. June 2011 - December 2011
Kellogg School of Management June 2010 - September 2010
Kellogg School of Management June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, R, SAS, SQL, Python, Quantitative Analytics, Data Mining, Java, Tableau, C++, Predictive Analytics
Education
Northwestern University 2013 — 2014
Master of Science (MS), Analytics
Northwestern University 2009 — 2012
Bachelor of Arts (BA), Mathematics, Economics
Ramirez & Co., Inc. 2006 - 2012
Citi 2000 - 2005
Raymond James Financial, Inc. 1997 - 2000
City of New York, Office of the Mayor 1996 - 1997
Citicorp Securities, Inc. 1992 - 1996
Bear Stearns & Co., Inc. 1990 - 1991
Prudential-Bache Capital Funding 1983 - 1990
Skills
Public Finance, Capital Markets, Infrastructure, Transportation, New Business Development, Relationship Management, Deal Execution, State Government, Local Government, Economic Development, Leadership Development, Diversity & Inclusion
Education
Princeton University 1978 — 1982
Bachelor’s Degree, Economics
Ramirez & Co., Inc. June 2015 - August 2015
Access Advisors, LLC June 2015 - August 2015
Residential Services January 2015 - June 2015
campusCATALYST January 2015 - March 2015
Campus Special (acquired by Chegg, Inc.) January 2015 - January 2015
Education
Northwestern University 2013 — 2017
Bachelor's Degree, Mathematics / Economics double major
Rockhurst High School 2011 — 2013
High School, 4.6/4.0 weighted (the highest in graduating class)
White Pine Advisors October 2013 - Present
Ramirez & Co., Inc. 2009 - Present
Abaci Capital Partners January 2009 - May 2009
Goldman Sachs November 2004 - December 2008
UBS Investment Bank September 1997 - November 2004
SunTrust Bank January 1994 - September 1997
Skills
Capital Markets, Investment Banking, Structured Finance, Financial Structuring, Equities, Credit, Securitization, Structured Products, Financial Services, Loans, ABS, Finance, Restructuring, Trading, Venture Capital, Debt Restructuring, Commercial Banking, Strategy, Fixed Income, Valuation, Alternative Investments, Bonds, Hedge Funds, Risk Management, Securities, Financial Analysis, Financial Modeling, Private Equity, Financial Advisory, Asset Management, Corporate Finance, Emerging Markets, Portfolio Management, Derivatives
Education
University of Florida 1989 — 1993
BSBA, Finance
Spanish River High School 1985 — 1989
Boston Private Financial Holdings September 2015 - Present
Ramirez & Co., Inc. January 2014 - June 2014
Goldman Sachs January 2013 - June 2013
Wellington Management January 2012 - June 2012
Hartford Stage Company July 2011 - August 2011
Skills
MS Excel, MS Word, MS PowerPoint, Spanish, Tax, Customer Service, Financial Statements, Microsoft Excel, PowerPoint, Financial Accounting, Microsoft Word, Data Analysis, Teamwork
Education
Northeastern University 2010 — 2015
Bachelor of Science Degree, D'Amore McKim School of Business
Glastonbury High School 2006 — 2010
Ford Motor Credit Company June 2015 - Present
Ford Motor Company November 2012 - Present
Ford Motor Company February 2007 - November 2012
Universal Manufacturing Corp 2006 - 2006
Altria (Philip Morris USA) 2004 - 2006
Hanesbrands Inc. 2003 - 2004
Yum! Brands (Tricon Restaurants) 2000 - 2003
Caribe Girl Scouts Council 1998 - 2000
Triple S - Seguros de Vida 1997 - 1998
Ramirez & Co., Inc. 1995 - 1997
Skills
Brand Management, Marketing Management, Integrated Marketing, Marketing Strategy, Market Planning, Customer Retention, Databases, Data Analysis, Vendor Management, Joint Ventures, International Relations, Advertising, CRM, Market Research, Product Development, Direct Marketing, Customer Insight, Competitive Analysis, Business Planning, Media Planning, Management, Negotiation, Sales, Brand Awareness, Digital Marketing, Marketing, Marketing Research, Public Relations, Product Launch
Education
Universidad Metropolitana 1997 — 2000
MBA
Universidad de Puerto Rico 1989 — 1995
BA
Fort Lauderdale Ice Co. April 2010 - Present
Muriel Siebert & Co., Inc. July 2004 - March 2013
Ramirez & Co., Inc. April 1999 - July 2004
May Davis Group May 1999 - April 2000
Blaylock & Partners July 1996 - April 1999
Pryor, McClendon, Counts & Co. August 1994 - July 1996
The Chapman Co. May 1992 - August 1994
Skills
Investment Banking, Financial Analysis, Strategic Financial..., Live Events, Event Management, Event Planning, Food Service, Food & Beverage, Food Industry
Education
Cornell University 1986 — 1990
Economics and Government, Econometrics and Quantitative Economics
Cabrera Capital Markets, LLC June 2015 - Present
Sterne Agee January 2014 - April 2015
M.R. Beal July 2011 - December 2013
Sterne Agee March 2008 - June 2011
Popular Securities (a subsidiary of Banco Popular de Puerto Rico) January 2005 - January 2008
Ramirez & Co., Inc. April 2003 - December 2004
Financial Advisory and Consulting Services June 2002 - March 2003
I-Bankers Securities, Inc. September 2000 - May 2002
Cataport, Inc. September 1999 - July 2000
Southwest Securities, Inc. February 1997 - August 1999
Skills
Public Finance, Fixed Income, Investment Banking, Financial Modeling, Investments, Spanish, Privatization, Valuation, Mergers & Acquisitions, Series 7, Financial Structuring, Corporate Finance, Securities, Private Equity, Capital Markets, Financial Analysis, Bonds, Series 63
Education
Southern Methodist University 1977 — 1978
MBA, Finance/Accounting
Georgetown University 1972 — 1976
BSFS, International Economics
Asociacion Escuelas Lincoln
Heidelberg High School
Ramirez & Co., Inc. September 2014 - Present
Morgan Stanley November 2009 - July 2014
Maya Romanoff 2002 - 2010
Depfa Bank April 2008 - March 2009
Standard & Poor's May 1994 - April 2008
Skills
Financial Analysis, Debt Structuring, Credit Analysis, Debt, Bonds, Capital Markets, Credit Risk, Securities, Debt Restructuring, Structured Products, Structured Finance, Securitization, Derivatives, Credit, Project Finance, Fixed Income, Finance, Series 7, Portfolio Management, Financial Advisory, Investment Banking, Public Finance, Hedge Funds, Financial Structuring, Bloomberg, Valuation, Alternative Investments, Asset Management, High Yield, Financial Markets, Financial Modeling, Investments
Education
Syracuse University - Maxwell School 1992 — 1994
MPA, Public Finance
Syracuse University 1987 — 1991
BA, Policy Studies
Ramirez & Co., Inc. June 2014 - Present
Ramirez & Co., Inc. May 2013 - August 2013
National Distribution Network, LLC June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Fixed Income, Quantitative Research, Economics, Municipal Bonds, High Yield Bonds, Public Finance, Data Analysis, Problem Solving, Leadership, Research, Distressed Debt, CreditScope, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Bonds, Credit Analysis
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Strategy/Consulting
Syosset High School 2006 — 2010
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
RockYou 2015 - Present
Kabam 2014 - 2015
Zynga June 2013 - August 2013
Ramirez & Co., Inc. 2010 - 2012
Mesirow Financial 2009 - 2010
JPMorgan Securities Inc. 2007 - 2009
Winsome SA 2006 - 2006
Skills
Investment Banking, Financial Modeling, Capital Markets, Bloomberg, Finance, Bonds, Fixed Income, Due Diligence, Investments, Financial Analysis, Alternative Investments, DCF, Venture Capital, Series 7, Emerging Markets, Product Management, SQL, PHP, HTML, Customer Acquisition, Social Games, Viral Marketing, Facebook API, Web Games, Analytics, Web Design, Matlab, Minitab, Solver, Bloomberg Terminal, Facebook Marketing, Growth Strategies, Competitive Analysis, Municipal Bonds, SDC Platinum, Monte Carlo Simulation, Linear Programming, Regression Analysis, Conjoint Analysis, Renewable Energy, Google Adwords, Google Analytics, A/B testing, Corporate Finance
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship, Technology, and Venture Capital
Ohio Wesleyan University 2003 — 2007
B.A., Business, Physics, Philosophy
Lahore University of Management Sciences 2006 — 2006
Visiting Student, Accounting and Finance
National Grammar School Lahore 2000 — 2002
GCE A Levels, Economics, Mathematics, Physics, and Thinking Skills
Northeast Women In Public Finance November 2013 - Present
Ramirez & Co., Inc. March 2012 - Present
Lebenthal & Co. LLC August 2009 - January 2012
Sabbatical April 2008 - August 2009
JPMorgan Securities October 1999 - April 2008
J.P. Morgan Securities Inc. 1999 - 2008
H.C. Wainwright June 1998 - October 1999
Skills
Bonds, Market Risk, Financial Services, Capital Markets, Investment Banking, Credit Analysis, Banking, Interest Rate..., Finance, Fixed Income, Financial Advisory, Bloomberg, Securities, Derivatives, Financial Modeling, Series 7, Structured Finance
Education
Loyola College in Maryland 1994 — 1998
Bachelor of Business Administration- Summa Cum Laude, Finance (major), Spanish (minor)
Chatham High 1990 — 1994
Ramirez & Co., Inc. March 2010 - Present
UBS 2005 - 2009
TFS Energy 1999 - 2005
TFS Energy 1999 - 2005
Skills
Bloomberg, Bonds, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Project Management, Securities, Series 7, Trading
Education
Manhattanville College 1979 — 1984
Ramirez & Co., Inc. October 2012 - Present
Ramirez & Co., Inc. December 2008 - September 2012
Cognizant Technology Solutions January 2004 - August 2004
Skills
Fixed Income, Public Finance, Excel, VBA, Linear Optimization, Capital Markets, Microsoft Excel, Linear Programming, Bloomberg, Bonds, Financial Modeling, Financial Structuring, Analysis, Credit
Education
Columbia University in the City of New York 2007 — 2008
MS, Financial Engineering
University of Massachusetts Dartmouth 2005 — 2007
MS, Physics
Sri Siva Subramaniya Nadar College of Engineering 2000 — 2004
BE, Electrical Engineering
Ramirez & Co., Inc. 2009 - Present
Banc of America Securities 2006 - 2008
Citigroup Global Markets Inc. 1990 - 2006
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
Williams College 1979 — 1983
BA
Punahou School 1975 — 1979
Ramirez & Co., Inc. June 2014 - July 2014
Long Island Power Authority August 2013 - December 2013
Ramirez & Co. May 2012 - April 2013
Mount Sinai Adolescent Health Center September 2009 - October 2012
UBS Securities LLC November 2000 - November 2008
PaineWebber Incorporated January 1992 - November 2000
Manufacturers Hanover Securities Corporation September 1983 - January 1992
Skills
Business Development, Team Leadership, Fixed Income, Investment Banking, Bonds, Securities, Structured Finance, Due Diligence, Investments, Financial Analysis, Derivatives, Banking, Corporate Finance
Education
Columbia University in the City of New York
MS, Psychiatric Social Work
New York University - Leonard N. Stern School of Business
MBA, Finance
Northwestern University
BA, Psychology
Ramirez & Co., Inc. January 2014 - Present
BMO Capital Markets December 2012 - July 2013
J.P. Morgan August 2009 - October 2012
Bank of America Merrill Lynch July 2008 - June 2009
UBS Investment Bank August 1984 - June 2008
Skills
Fixed Income, Capital Markets, Investment Banking, Public Finance, Derivatives, Structured Products, Financial Modeling, Credit Analysis, Project Finance, Series 53, Tax-exempt debt, Due Diligence, Client Relations Skills, New Business Development, Series 63, Hold Series 7, Bonds, Securities, Finance, Securitization, Financial Structuring, municipal market..., Client Development, Restructuring, Banking, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Muhlenberg College 1977 — 1980
B.A., Psychology
Ramirez & Co., Inc. November 2000 - Present
William E Simon & Sons March 1990 - October 2000
Skills
Municipal Bonds, Fixed Income, Series 7, Institutional..., Bond Markets, Series 63, Alternative Investments
Education
University of New England
Bachelor of Arts (B.A.)
University of New Hampshire
Attended Graduate School of Political Science
Georgetown University Office of General Counsel July 2014 - Present
Institute for the Study of International Migration September 2013 - July 2014
Office of the President Georgetown University September 2010 - May 2014
Georgetown University August 2010 - May 2014
Atlantic Media August 2013 - September 2013
Ramirez & Co., Inc. May 2013 - August 2013
Wells Fargo Securities, LLC July 2006 - May 2010
Arrupe Jesuit High School 2006 - 2010
Skills
Event Planning, Spanish, Training, Research, International Relations, Community Outreach, Public Speaking, Social Media, Fundraising, Politics, Policy Analysis, Public Policy
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), American Studies Major and Certificate in Latin American Studies
Arrupe Jesuit High School 2006 — 2010
Ramirez & Co., Inc. July 2009 - Present
Bear, Stearns & Co. Inc. November 1995 - April 2008
Skills
Public Finance, Investment Banking, Municipal Bonds, Financial Analysis, Securities
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
University of California, Los Angeles 1978 — 1983
BA, Mathematics, Economics
Siebert Brandford Shank Co., LLC. June 2004 - Present
Ramirez & Co., Inc. June 1999 - June 2004
M R Beal & Co May 1992 - May 1999
Muriel Siebert & Co., Inc. July 1987 - May 1992
Bear Stearns June 1979 - June 1987
Education
Baruch College 1974 — 1978
BBA, FINANCE
POWER MEMORIAL 1970 — 1974
V2A – Vision to Action Strategic Management Consultants July 2013 - December 2014
Ramirez & Co., Inc. April 2013 - June 2013
UBS June 2012 - August 2012
Puerto Rico Farm Credit, ACA June 2011 - August 2011
Lila Mayoral Oncolocy Center June 2010 - September 2010
Education
Northwestern University 2009 — 2013
Bachelor of Arts (B.A.)
CLM Mortgage, LLC July 2015 - Present
Cabrera Capital Markets, LLC January 2010 - Present
Ramirez & Co., Inc. April 2006 - January 2010
South Texas Money Management September 2001 - April 2006
Education
The University of Texas at Austin 1997 — 2001
Alvarez & Marsal August 2011 - Present
Ramirez & Co., Inc. March 2010 - May 2011
Skills
Management Consulting, Strategy, Management, Business Strategy, Change Management, Project Management, Strategic Planning, Leadership, Program Management, Business Process..., Municipalities, State Government, Public Finance, Restructuring
Education
Union College 2004 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Ramirez & Co., Inc. January 2014 - Present
MR Beal & Company 2011 - 2014
UBS March 1994 - June 2008
Skills
Municipal Bonds
Education
State University of New York College at Oswego 1979 — 1983
Bachelor of Science (B.S.), Political Science and Government