Rolfe & Nolan
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Rolfe & Nolan Employees
Employee
Years
Job
Industry
Craig Johl Craig Johl's Rolfe & Nolan Experience September 1994 - December 1996
Job Capital Markets Technology and Derivatives Specialist
Industry Capital Markets
Experience
CGJ Consulting Group Inc July 2002 - Present
Accenture April 2011 - August 2012
TBFS May 2001 - July 2002
Calypso Technology September 1999 - May 2001
FNX Limited January 1997 - September 1999
Rolfe & Nolan September 1994 - December 1996
SunGard (Opus Product, Renaissance Software Inc) February 1991 - August 1994
Prudential Financial (Global Funding) September 1987 - January 1991
Skills
Fixed Income, Derivatives, Calypso, Trading Systems, Interest Rate..., Back Office, FX Options, Credit Derivatives, Equities, Investment Banking, Sybase, Options, Capital Markets, Money Market, Trading, Portfolio Management, Hedge Funds, Swaps, Market Data, Commodity, FX trading, Risk Management, Credit Risk, Structured Products, Financial Markets, Equity Derivatives, Settlement, Financial Analysis, Investments, Financial Services, Market Risk, Securities, Treasury Management, Valuation, Credit, Operational Risk, Financial Risk, Middle Office, Bonds, Basel II, Hedging, SWIFT payments, Electronic Trading, Bloomberg, Structured Finance, Emerging Markets, Asset Management, Finance, Rates, Quantitative Finance
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance and International Business
Manchester Business School 1987 — 1987
Term Abroad, Business Administration and Management, General
CGJ Consulting Group Inc July 2002 - Present
Accenture April 2011 - August 2012
TBFS May 2001 - July 2002
Calypso Technology September 1999 - May 2001
FNX Limited January 1997 - September 1999
Rolfe & Nolan September 1994 - December 1996
SunGard (Opus Product, Renaissance Software Inc) February 1991 - August 1994
Prudential Financial (Global Funding) September 1987 - January 1991
Skills
Fixed Income, Derivatives, Calypso, Trading Systems, Interest Rate..., Back Office, FX Options, Credit Derivatives, Equities, Investment Banking, Sybase, Options, Capital Markets, Money Market, Trading, Portfolio Management, Hedge Funds, Swaps, Market Data, Commodity, FX trading, Risk Management, Credit Risk, Structured Products, Financial Markets, Equity Derivatives, Settlement, Financial Analysis, Investments, Financial Services, Market Risk, Securities, Treasury Management, Valuation, Credit, Operational Risk, Financial Risk, Middle Office, Bonds, Basel II, Hedging, SWIFT payments, Electronic Trading, Bloomberg, Structured Finance, Emerging Markets, Asset Management, Finance, Rates, Quantitative Finance
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance and International Business
Manchester Business School 1987 — 1987
Term Abroad, Business Administration and Management, General
James Birney's Rolfe & Nolan Experience March 1996 - June 2003
Job Regional Sales Manager at nFocus Solutions
Industry Information Technology and Services
Experience
nFocus Solutions May 2012 - Present
Future Marketing Services June 2007 - May 2012
Rolfe & Nolan (now Ion Trading) June 2003 - June 2007
Rolfe & Nolan March 1996 - June 2003
Systems Development Corp. March 1992 - March 1996
Skills
Contract Negotiation, Sales Management, Derivatives, Complex (Needs based)..., New Business Development, Business Strategy, Alliances, Customer Relations, Negotiation, Financial Markets, Trading, Product Management, Legal Writing, Direct Sales, Solution Selling, Salesforce.com, Equities, Account Management, Business Alliances, Commodity, Cloud Computing, Account Planning, Sales, Customer Service, Options, Customer Satisfaction, Business Analysis, Strategic Planning, Market Penetration, Team Building, Team Leadership, Electronic Trading, Enterprise Software, Partnerships, SaaS, Risk Management, Business Development, Trading Systems, CRM, Leadership, Management, Start-ups, Training, Selling, Sales Process, Marketing Strategy, Marketing
Education
Arizona State University 1977 — 1981
B.S., Finance
nFocus Solutions May 2012 - Present
Future Marketing Services June 2007 - May 2012
Rolfe & Nolan (now Ion Trading) June 2003 - June 2007
Rolfe & Nolan March 1996 - June 2003
Systems Development Corp. March 1992 - March 1996
Skills
Contract Negotiation, Sales Management, Derivatives, Complex (Needs based)..., New Business Development, Business Strategy, Alliances, Customer Relations, Negotiation, Financial Markets, Trading, Product Management, Legal Writing, Direct Sales, Solution Selling, Salesforce.com, Equities, Account Management, Business Alliances, Commodity, Cloud Computing, Account Planning, Sales, Customer Service, Options, Customer Satisfaction, Business Analysis, Strategic Planning, Market Penetration, Team Building, Team Leadership, Electronic Trading, Enterprise Software, Partnerships, SaaS, Risk Management, Business Development, Trading Systems, CRM, Leadership, Management, Start-ups, Training, Selling, Sales Process, Marketing Strategy, Marketing
Education
Arizona State University 1977 — 1981
B.S., Finance
Kevin Hickey Kevin Hickey's Rolfe & Nolan Experience April 1993 - March 2000
Job Owner, Cannondale Business Solutions, LLC
Industry Staffing and Recruiting
Experience
Cannondale Business Solutions, LLC April 2002 - Present
Sound Financial Technologies, LLC April 2000 - April 2002
Rolfe & Nolan April 1993 - March 2000
Telekurs Financial January 1992 - April 1993
The Thomson Corporation April 1988 - November 1991
Extel Financial PLC (United Kingdom) March 1986 - April 1988
RCA June 1980 - March 1986
Xerox 1978 - 1980
Skills
New Business Development, Start-ups, Marketing Strategy, Public Relations, Product Launch, Management, Strategy, Cloud Computing, Brand Development, Training, Project Management, Business Intelligence, Project Planning, Email Marketing, Budgets, Analysis, Program Management, Digital Marketing, Healthcare, Leadership, E-commerce, Event Management, Management Consulting, Cross-functional Team..., Strategic Partnerships, Risk Management, Lead Generation, Online Advertising, Business Analysis, Negotiation, Social Networking, Team Leadership, Recruiting, Enterprise Software, P&L Management, Business Planning, Finance, Analytics, Key Account Management, Product Marketing, Forecasting, SEO, Customer Service, Financial Analysis, Operations Management, Contract Negotiation, Business Process, Healthcare Information..., Sales Management, Business Development
Education
Iona College
Postgrad, Finance
State University of New York College at Brockport
BS, History/Business Administration
kennedy catholic
Cannondale Business Solutions, LLC April 2002 - Present
Sound Financial Technologies, LLC April 2000 - April 2002
Rolfe & Nolan April 1993 - March 2000
Telekurs Financial January 1992 - April 1993
The Thomson Corporation April 1988 - November 1991
Extel Financial PLC (United Kingdom) March 1986 - April 1988
RCA June 1980 - March 1986
Xerox 1978 - 1980
Skills
New Business Development, Start-ups, Marketing Strategy, Public Relations, Product Launch, Management, Strategy, Cloud Computing, Brand Development, Training, Project Management, Business Intelligence, Project Planning, Email Marketing, Budgets, Analysis, Program Management, Digital Marketing, Healthcare, Leadership, E-commerce, Event Management, Management Consulting, Cross-functional Team..., Strategic Partnerships, Risk Management, Lead Generation, Online Advertising, Business Analysis, Negotiation, Social Networking, Team Leadership, Recruiting, Enterprise Software, P&L Management, Business Planning, Finance, Analytics, Key Account Management, Product Marketing, Forecasting, SEO, Customer Service, Financial Analysis, Operations Management, Contract Negotiation, Business Process, Healthcare Information..., Sales Management, Business Development
Education
Iona College
Postgrad, Finance
State University of New York College at Brockport
BS, History/Business Administration
kennedy catholic
Marty Swidler's Rolfe & Nolan Experience 2000 - 2002
Job Owner, Teranet Consulting, Inc.
Industry Computer Networking
Experience
Teranet Consulting, Inc. May 1999 - Present
IRI 2001 - 2002
Rolfe & Nolan 2000 - 2002
Joslyn Hi-Voltage October 1989 - February 1991
Ohmite Mfg 1988 - 1990
Skills
Microsoft Office, Troubleshooting, Disaster Recovery, Negotiation, Customer Relations, Windows, Problem Solving, Network Communications, Servers, Security, Wireless, Data Backup Solutions, Virus Removal, Customer Service, Management, Networking, Technical Support, Software Development, Manufacturing, Operations Management, SaaS, Sales, Product Development, VPN, TCP/IP, Network Administration, Cisco Technologies, Firewalls, Databases, Hardware, Telecommunications, VoIP, Wireless Networking, Cloud Computing, Integration, Network Security, Active Directory, Windows Server, Computer Hardware, Software Installation, Computer Security, Operating Systems, Virtualization, System Administration, IP, Consulting, Start-ups, Unified Communications, Solution Selling
Education
Microhard Technologies 1998 — 1998
MCP, Microsoft Windows NT
Iowa State University 1984 — 1988
BS, Ceramic Engineering
Niles West High School 1980 — 1984
Yes, Math, Physics, Chemistry
Teranet Consulting, Inc. May 1999 - Present
IRI 2001 - 2002
Rolfe & Nolan 2000 - 2002
Joslyn Hi-Voltage October 1989 - February 1991
Ohmite Mfg 1988 - 1990
Skills
Microsoft Office, Troubleshooting, Disaster Recovery, Negotiation, Customer Relations, Windows, Problem Solving, Network Communications, Servers, Security, Wireless, Data Backup Solutions, Virus Removal, Customer Service, Management, Networking, Technical Support, Software Development, Manufacturing, Operations Management, SaaS, Sales, Product Development, VPN, TCP/IP, Network Administration, Cisco Technologies, Firewalls, Databases, Hardware, Telecommunications, VoIP, Wireless Networking, Cloud Computing, Integration, Network Security, Active Directory, Windows Server, Computer Hardware, Software Installation, Computer Security, Operating Systems, Virtualization, System Administration, IP, Consulting, Start-ups, Unified Communications, Solution Selling
Education
Microhard Technologies 1998 — 1998
MCP, Microsoft Windows NT
Iowa State University 1984 — 1988
BS, Ceramic Engineering
Niles West High School 1980 — 1984
Yes, Math, Physics, Chemistry
Richard Markowitz Richard Markowitz's Rolfe & Nolan Experience 2001 - 2003
Job Director at Mizuho Securities USA Inc
Industry Investment Banking
Experience
Mizuho Securities USA Inc June 2010 - Present
Trading Technologies 2004 - May 2010
Rolfe & Nolan 2001 - 2003
SMW Trading 1985 - 1990
Education
Southern Methodist University 1983 — 1985
Texas Tech University 1981 — 1982
Mizuho Securities USA Inc June 2010 - Present
Trading Technologies 2004 - May 2010
Rolfe & Nolan 2001 - 2003
SMW Trading 1985 - 1990
Education
Southern Methodist University 1983 — 1985
Texas Tech University 1981 — 1982
Michael F Porter Michael F Porter's Rolfe & Nolan Experience October 2008 - December 2008
Job Founder | COO Shellback Trading LLC
Industry Financial Services
Experience
Marist High School December 2012 - Present
Trading Advantage 2011 - Present
Futures Capital April 2010 - July 2011
Oak Street Trading April 2009 - April 2010
Rolfe & Nolan October 2008 - December 2008
ABN/AMRO-RBS July 2007 - October 2008
Man Financial April 2005 - July 2007
E-Market Access August 2002 - April 2005
CTC Group L.L.C January 1999 - July 2002
Greenwich Capital July 1997 - December 1999
Skills
Electronic Trading, Equities, FX trading, Traders, FX Options, Options, Portfolio Management, Trading, Technical Analysis, Financial Markets, Back Office, Trading Systems, Currency, Investments, Derivatives, Commodity, Trading Strategies, Hedge Funds, Proprietary Trading, Risk Management, Capital Markets, Fixed Income, Hedging, FX Trading
Education
Devry University 2007 — 2012
Network & Communications Management
San Diego State University-California State University 1982 — 1983
Undergraduate studies in Marine Biology
Marist High School December 2012 - Present
Trading Advantage 2011 - Present
Futures Capital April 2010 - July 2011
Oak Street Trading April 2009 - April 2010
Rolfe & Nolan October 2008 - December 2008
ABN/AMRO-RBS July 2007 - October 2008
Man Financial April 2005 - July 2007
E-Market Access August 2002 - April 2005
CTC Group L.L.C January 1999 - July 2002
Greenwich Capital July 1997 - December 1999
Skills
Electronic Trading, Equities, FX trading, Traders, FX Options, Options, Portfolio Management, Trading, Technical Analysis, Financial Markets, Back Office, Trading Systems, Currency, Investments, Derivatives, Commodity, Trading Strategies, Hedge Funds, Proprietary Trading, Risk Management, Capital Markets, Fixed Income, Hedging, FX Trading
Education
Devry University 2007 — 2012
Network & Communications Management
San Diego State University-California State University 1982 — 1983
Undergraduate studies in Marine Biology
Mark Connelly Mark Connelly's Rolfe & Nolan Experience January 1997 - December 1998
Job VP Divisional Control Officer US GMLD at Deutsche Bank Securities Inc.
Industry Financial Services
Experience
Deutsche Bank Securities Inc. July 2015 - Present
FGMK October 2014 - July 2015
Macquarie Futures USA January 2013 - October 2014
Deutsche Bank April 2012 - December 2012
ALaS Consulting January 2011 - March 2012
SunGard January 2010 - December 2010
RSM McGladrey January 1999 - December 2009
Rolfe & Nolan January 1997 - December 1998
Rosenthal Collins Group January 1994 - December 1996
Checkers, Simon & Rosner January 1991 - December 1993
Skills
Derivatives, Back Office, Middle Office, Internal Controls, Brokerage, Accounting, Futures, Vendor Management, Operational Efficiency, New Business Development, Client Development, GMI, Business Networking, Straight Through..., Troubleshooting, Cost Management, Cost Control, Front Office, Cost Reduction, Reconciliation, Exchange and Clearing..., Client Relationship..., Commodities, Cost Containment, Generating Revenue, Operational Risk..., Risk Assessment, Financial Risk, Credit Risk, Market Risk, Risk Management, Hedge Funds, Financial Services, Equities, Securities, Financial Markets
Education
Dominican University 1990 — 1992
MBA, Finance
Loyola University of Chicago 1982 — 1985
BA, Accounting and Personnel Management
Creighton University 1980 — 1982
Lyons Township High School 1976 — 1980
Deutsche Bank Securities Inc. July 2015 - Present
FGMK October 2014 - July 2015
Macquarie Futures USA January 2013 - October 2014
Deutsche Bank April 2012 - December 2012
ALaS Consulting January 2011 - March 2012
SunGard January 2010 - December 2010
RSM McGladrey January 1999 - December 2009
Rolfe & Nolan January 1997 - December 1998
Rosenthal Collins Group January 1994 - December 1996
Checkers, Simon & Rosner January 1991 - December 1993
Skills
Derivatives, Back Office, Middle Office, Internal Controls, Brokerage, Accounting, Futures, Vendor Management, Operational Efficiency, New Business Development, Client Development, GMI, Business Networking, Straight Through..., Troubleshooting, Cost Management, Cost Control, Front Office, Cost Reduction, Reconciliation, Exchange and Clearing..., Client Relationship..., Commodities, Cost Containment, Generating Revenue, Operational Risk..., Risk Assessment, Financial Risk, Credit Risk, Market Risk, Risk Management, Hedge Funds, Financial Services, Equities, Securities, Financial Markets
Education
Dominican University 1990 — 1992
MBA, Finance
Loyola University of Chicago 1982 — 1985
BA, Accounting and Personnel Management
Creighton University 1980 — 1982
Lyons Township High School 1976 — 1980
John Euler's Rolfe & Nolan Experience 1992 - 1994
Job Vice President Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2007 - Present
Smith Barney June 1997 - February 2007
Smith Barney June 1997 - February 2007
Rolfe and Nolan / Brokerage Systems January 1980 - May 1994
Rolfe & Nolan 1992 - 1994
Baxter Healthcare October 1974 - December 1979
International Minerals & Chemical February 1972 - September 1974
IBM January 1969 - February 1972
Skills
Asset Allocation, Alternative Investments, Wealth Management, Retirement, Retirement Planning, Hedge Funds, Securities, Fixed Annuities, Fixed Income, Investments, Series 7, Equities
Education
Northwestern University - Kellogg School of Management 1969 — 1972
MBA, Finance
Illinois Institute of Technology 1967 — 1969
BSES, Engineering Science
United States Air Force Academy 1964 — 1967
Engineering Science
Merrill Lynch February 2007 - Present
Smith Barney June 1997 - February 2007
Smith Barney June 1997 - February 2007
Rolfe and Nolan / Brokerage Systems January 1980 - May 1994
Rolfe & Nolan 1992 - 1994
Baxter Healthcare October 1974 - December 1979
International Minerals & Chemical February 1972 - September 1974
IBM January 1969 - February 1972
Skills
Asset Allocation, Alternative Investments, Wealth Management, Retirement, Retirement Planning, Hedge Funds, Securities, Fixed Annuities, Fixed Income, Investments, Series 7, Equities
Education
Northwestern University - Kellogg School of Management 1969 — 1972
MBA, Finance
Illinois Institute of Technology 1967 — 1969
BSES, Engineering Science
United States Air Force Academy 1964 — 1967
Engineering Science
Ted Lonergan's Rolfe & Nolan Experience August 1997 - April 2001
Job Information Development at ION Trading
Industry Financial Services
Experience
ION Trading July 2009 - Present
Rolfe & Nolan Systems Inc. May 2001 - December 2008
Rolfe & Nolan August 1997 - April 2001
Duo-Fast Corporation November 1993 - July 1997
Skills
Technical Writing, Adobe Acrobat, Adobe Creative Suite, HTML, Business Analysis, Negotiation, Change Management, Project Management, Software Documentation, Visio, Back Office, Team Leadership, Proposal Writing, Microsoft Excel, QuarkXPress, Camtasia, Access, Illustrator, Sales Database..., Photoshop, Pagemaker, Software, Microsoft Office, XML, Content Management, PowerPoint, Web Marketing, Risk Management, DHTML, Outlook, SEM, Training Delivery, E-commerce, Media Analysis, Templates, Corel Draw, SharePoint
Education
Tufts University 1988 — 1992
BA, English, Economics
ION Trading July 2009 - Present
Rolfe & Nolan Systems Inc. May 2001 - December 2008
Rolfe & Nolan August 1997 - April 2001
Duo-Fast Corporation November 1993 - July 1997
Skills
Technical Writing, Adobe Acrobat, Adobe Creative Suite, HTML, Business Analysis, Negotiation, Change Management, Project Management, Software Documentation, Visio, Back Office, Team Leadership, Proposal Writing, Microsoft Excel, QuarkXPress, Camtasia, Access, Illustrator, Sales Database..., Photoshop, Pagemaker, Software, Microsoft Office, XML, Content Management, PowerPoint, Web Marketing, Risk Management, DHTML, Outlook, SEM, Training Delivery, E-commerce, Media Analysis, Templates, Corel Draw, SharePoint
Education
Tufts University 1988 — 1992
BA, English, Economics
Peter Hutchison's Rolfe & Nolan Experience 1987 - 2000
Job Director, Futures Product Strategy, North America at Traiana
Industry Financial Services
Experience
Traiana May 2013 - Present
RBS Securities Inc 2007 - Present
Marriage Inc. 1991 - Present
RBS Securities Inc. January 2007 - May 2013
HSBC Securities 2002 - 2007
Future Dynamics 2000 - 2001
Rolfe & Nolan 1987 - 2000
Skills
Futures Clearing, Sales, Futures Technology, Electronic Trading, Finance, Derivatives, Trading Systems, Prime Brokerage, Middle Office, Options, Equity Derivatives, Business Strategy, Equities, Fixed Income, Financial Markets, FX Options, Capital Markets, New Business Development, Investment Banking, Project Finance, Commodity, Hedge Funds, Futures, Order Management, Swaps, Trading, Series 24, Market Data, Capital, Private Placements, Asset, Restructuring, Strategic Financial..., Commercial Banking, Back Office, Trade Finance, Loan Origination, Venture Capital, Credit Derivatives, Interest Rate..., Bonds, Hedging, FX trading, Equity Trading, Currency, Proprietary Trading, Securities, Market Risk, Trading Strategies, Bloomberg
Education
The University of Huddersfield 1981 — 1985
LLB Business Law, Business Law
Halliford School, Shepperton, Mddx 1973 — 1978
Traiana May 2013 - Present
RBS Securities Inc 2007 - Present
Marriage Inc. 1991 - Present
RBS Securities Inc. January 2007 - May 2013
HSBC Securities 2002 - 2007
Future Dynamics 2000 - 2001
Rolfe & Nolan 1987 - 2000
Skills
Futures Clearing, Sales, Futures Technology, Electronic Trading, Finance, Derivatives, Trading Systems, Prime Brokerage, Middle Office, Options, Equity Derivatives, Business Strategy, Equities, Fixed Income, Financial Markets, FX Options, Capital Markets, New Business Development, Investment Banking, Project Finance, Commodity, Hedge Funds, Futures, Order Management, Swaps, Trading, Series 24, Market Data, Capital, Private Placements, Asset, Restructuring, Strategic Financial..., Commercial Banking, Back Office, Trade Finance, Loan Origination, Venture Capital, Credit Derivatives, Interest Rate..., Bonds, Hedging, FX trading, Equity Trading, Currency, Proprietary Trading, Securities, Market Risk, Trading Strategies, Bloomberg
Education
The University of Huddersfield 1981 — 1985
LLB Business Law, Business Law
Halliford School, Shepperton, Mddx 1973 — 1978
Joe Grable's Rolfe & Nolan Experience 1990 - 1993
Job Sr. Programmer/analyst at IMS
Industry Information Technology and Services
Experience
IMS October 2010 - Present
Baxter Healthcare 2005 - October 2010
Baxter International September 1998 - October 2005
Donlen Corporation March 1997 - September 1998
Waste Management, Inc. 1994 - 1997
Rolfe & Nolan 1990 - 1993
Skills
SDLC, Business Analysis, Requirements Analysis, Data Warehousing, SQL, Business Intelligence, ERP, Process Improvement, Integration, DB2, ETL, IBM iSeries, JD Edwards, Project Management, Oracle, Vendor Management, Data Analysis, Data Modeling, RPG
Education
Elmhurst College
Bachelor's degree, Economics
IMS October 2010 - Present
Baxter Healthcare 2005 - October 2010
Baxter International September 1998 - October 2005
Donlen Corporation March 1997 - September 1998
Waste Management, Inc. 1994 - 1997
Rolfe & Nolan 1990 - 1993
Skills
SDLC, Business Analysis, Requirements Analysis, Data Warehousing, SQL, Business Intelligence, ERP, Process Improvement, Integration, DB2, ETL, IBM iSeries, JD Edwards, Project Management, Oracle, Vendor Management, Data Analysis, Data Modeling, RPG
Education
Elmhurst College
Bachelor's degree, Economics
Jamie Eagle's Rolfe & Nolan Experience November 1999 - June 2006
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan September 2011 - June 2013
OptionsXpress December 2007 - September 2011
optionsXpress June 2006 - December 2007
Rolfe & Nolan November 1999 - June 2006
JP Morgan June 1996 - March 1998
Sterling Commodities Corp October 1988 - June 1996
Skills
Options, Electronic Trading, Equities, Derivatives, Trading Systems, Risk Management, Equity Derivatives, Commodity, Business Analysis, Financial Markets, Market Data, Trading, Fixed Income, FX Options, Project Management, Securities, Financial Regulation, Liquidity Risk, Regulatory Capital, Portfolio Management, Capital Markets, Financial Services, Investment Banking, Hedge Funds, Back Office, Interest Rate..., Prime Brokerage, Credit Derivatives, Bonds, Asset Management, Equity Trading, Investments, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
Economics
University of Miami - School of Business 1984 — 1987
BBA, Accounting and Finance
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan September 2011 - June 2013
OptionsXpress December 2007 - September 2011
optionsXpress June 2006 - December 2007
Rolfe & Nolan November 1999 - June 2006
JP Morgan June 1996 - March 1998
Sterling Commodities Corp October 1988 - June 1996
Skills
Options, Electronic Trading, Equities, Derivatives, Trading Systems, Risk Management, Equity Derivatives, Commodity, Business Analysis, Financial Markets, Market Data, Trading, Fixed Income, FX Options, Project Management, Securities, Financial Regulation, Liquidity Risk, Regulatory Capital, Portfolio Management, Capital Markets, Financial Services, Investment Banking, Hedge Funds, Back Office, Interest Rate..., Prime Brokerage, Credit Derivatives, Bonds, Asset Management, Equity Trading, Investments, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
Economics
University of Miami - School of Business 1984 — 1987
BBA, Accounting and Finance
Philip Schwaeber's Rolfe & Nolan Experience June 1997 - December 1999
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - Present
OppenheimerFunds, Inc. November 2004 - March 2010
Merrill Lynch 1999 - 2004
Rolfe & Nolan June 1997 - December 1999
Skills
Fixed Income, Equities, Business Analysis, Securities, Bloomberg, Financial Services, Mutual Funds, Hedge Funds, Software Project..., Reference Data, SQL, SDLC, Portfolio Management, Trading Systems, Series 7, Derivatives, Capital Markets, Sybase, QlikView Development, Big Data
Education
Tulane University 1977 — 1981
BSM, Management
Tulane University 1977 — 1981
BS, Management
Morgan Stanley Smith Barney March 2010 - Present
OppenheimerFunds, Inc. November 2004 - March 2010
Merrill Lynch 1999 - 2004
Rolfe & Nolan June 1997 - December 1999
Skills
Fixed Income, Equities, Business Analysis, Securities, Bloomberg, Financial Services, Mutual Funds, Hedge Funds, Software Project..., Reference Data, SQL, SDLC, Portfolio Management, Trading Systems, Series 7, Derivatives, Capital Markets, Sybase, QlikView Development, Big Data
Education
Tulane University 1977 — 1981
BSM, Management
Tulane University 1977 — 1981
BS, Management
Tina Baker's Rolfe & Nolan Experience June 1997 - November 1998
Job Senior Business Analyst at AESO
Industry Utilities
Experience
AESO May 2012 - Present
ENMAX June 2010 - March 2012
ENMAX October 2009 - June 2010
ENMAX February 2008 - October 2009
RBS GREENWICH FUTURES October 1999 - June 2006
RESOLUTION SQL LTD December 1998 - September 1999
ROLFE & NOLAN June 1997 - November 1998
F.L. SOFTWARE August 1996 - May 1997
Skills
Business Analysis, Data Analysis, Business Process, Project Planning, Requirements Analysis, Project Delivery, Business Process..., Program Management, Team Leadership, Process Improvement, Software Documentation, Software Project..., Agile Methodologies, SDLC, Visio, Business Requirements, Business Intelligence, Systems Analysis, Integration
Education
UCL 1995 — 1996
MSc, Computer Science
UCL 1994 — 1995
BSc, Computer Science
York University - Glendon College 1990 — 1994
BA, Mathematics
AESO May 2012 - Present
ENMAX June 2010 - March 2012
ENMAX October 2009 - June 2010
ENMAX February 2008 - October 2009
RBS GREENWICH FUTURES October 1999 - June 2006
RESOLUTION SQL LTD December 1998 - September 1999
ROLFE & NOLAN June 1997 - November 1998
F.L. SOFTWARE August 1996 - May 1997
Skills
Business Analysis, Data Analysis, Business Process, Project Planning, Requirements Analysis, Project Delivery, Business Process..., Program Management, Team Leadership, Process Improvement, Software Documentation, Software Project..., Agile Methodologies, SDLC, Visio, Business Requirements, Business Intelligence, Systems Analysis, Integration
Education
UCL 1995 — 1996
MSc, Computer Science
UCL 1994 — 1995
BSc, Computer Science
York University - Glendon College 1990 — 1994
BA, Mathematics
Jerome Hayes's Rolfe & Nolan Experience January 2004 - March 2006
Job FIX Onboarding Engineer
Industry Computer Software
Experience
REDI Global Technologies January 2015 - Present
Trading Technologies March 2010 - January 2015
Trading Technologies March 2006 - March 2010
Rolfe & Nolan January 2004 - March 2006
Rolfe and Nolan March 2001 - January 2004
Barclays Capital April 1998 - January 2001
Credit Agricole 1994 - 1996
Index Futures Group 1994 - 1994
SMBC Nikko Securities America 1991 - 1994
Skills
Equity Trading, Trading Systems, FX Options, Electronic Trading, Technical Analysis, SDLC, Back Office, Options, Derivatives, Financial Markets, Equity Derivatives, Market Data, Exchange Connectivity, Low Latency, Trading, Fixed Income, Commodity, Equities, Middle Office, Trading Strategies, Hedge Funds, FX trading, Trading System, Bloomberg, Commodity Markets, Foreign Exchange, Interest Rate..., Swaps, Bonds, Prime Brokerage
Education
DePaul University 1990 — 1993
Bachelor, Finance
REDI Global Technologies January 2015 - Present
Trading Technologies March 2010 - January 2015
Trading Technologies March 2006 - March 2010
Rolfe & Nolan January 2004 - March 2006
Rolfe and Nolan March 2001 - January 2004
Barclays Capital April 1998 - January 2001
Credit Agricole 1994 - 1996
Index Futures Group 1994 - 1994
SMBC Nikko Securities America 1991 - 1994
Skills
Equity Trading, Trading Systems, FX Options, Electronic Trading, Technical Analysis, SDLC, Back Office, Options, Derivatives, Financial Markets, Equity Derivatives, Market Data, Exchange Connectivity, Low Latency, Trading, Fixed Income, Commodity, Equities, Middle Office, Trading Strategies, Hedge Funds, FX trading, Trading System, Bloomberg, Commodity Markets, Foreign Exchange, Interest Rate..., Swaps, Bonds, Prime Brokerage
Education
DePaul University 1990 — 1993
Bachelor, Finance
Ed Radke's Rolfe & Nolan Experience January 2008 - August 2014
Job Systems analyst
Industry Financial Services
Experience
GMI Consultant February 2015 - Present
Rolfe & Nolan January 2008 - August 2014
SunGard Financial Systems September 2002 - December 2007
ING March 1999 - August 2002
Education
University of Illinois at Urbana-Champaign
B.A., Math and Computer Science
GMI Consultant February 2015 - Present
Rolfe & Nolan January 2008 - August 2014
SunGard Financial Systems September 2002 - December 2007
ING March 1999 - August 2002
Education
University of Illinois at Urbana-Champaign
B.A., Math and Computer Science