Sands Brothers
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Sands Brothers Employees
Employee
Years
Job
Industry
Larry Mengerink, AIF Larry Mengerink, AIF's Sands Brothers Experience 1999 - 2000
Job Financial Planner | Investment Executive
Industry Financial Services
Experience
Park Lake Advisors January 2015 - Present
MetLife Premier Client Group of Michigan January 2008 - January 2015
The Allied Services Group January 2005 - January 2008
American Fidelity January 2001 - July 2004
Ameriprise Financial Services, Inc. January 2000 - December 2000
Sands Brother's 1999 - 2000
Education
Bowling Green State University 1994 — 1998
BSBA, Majors: Finance and International Business; Minor: Asian Studies
Park Lake Advisors January 2015 - Present
MetLife Premier Client Group of Michigan January 2008 - January 2015
The Allied Services Group January 2005 - January 2008
American Fidelity January 2001 - July 2004
Ameriprise Financial Services, Inc. January 2000 - December 2000
Sands Brother's 1999 - 2000
Education
Bowling Green State University 1994 — 1998
BSBA, Majors: Finance and International Business; Minor: Asian Studies
Marc A Morrone, CFP Marc A Morrone, CFP's Sands Brothers Experience March 2002 - August 2003
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Traphagen Financial Group December 2005 - December 2012
Gerson Lehrman Group January 2005 - November 2005
Merrill Lynch October 2003 - October 2004
Sands Brothers March 2002 - August 2003
KPMG May 2000 - August 2000
Skills
Income Tax, Wealth Management, Estate Planning, Portfolio Management, Cash Flow Management, Insurance Planning, Real Estate Finance
Education
Fordham University 1997 — 2001
Bachelor of Science (BS), Public Accounting
Boston University
Certificate in Financial Planning
Fidelity Investments December 2012 - Present
Traphagen Financial Group December 2005 - December 2012
Gerson Lehrman Group January 2005 - November 2005
Merrill Lynch October 2003 - October 2004
Sands Brothers March 2002 - August 2003
KPMG May 2000 - August 2000
Skills
Income Tax, Wealth Management, Estate Planning, Portfolio Management, Cash Flow Management, Insurance Planning, Real Estate Finance
Education
Fordham University 1997 — 2001
Bachelor of Science (BS), Public Accounting
Boston University
Certificate in Financial Planning
Larry Horn Larry Horn's Sands Brothers Experience January 2002 - May 2004
Job Managing Director Equity Sales at RF Lafferty & Co., Inc
Industry Financial Services
Experience
RF Lafferty & Co., Inc January 2012 - Present
Kern Suslow Securities May 2008 - January 2012
J Giordano Securities Group April 2006 - May 2008
Capital Growth Financial May 2004 - April 2006
Sands Brothers January 2002 - May 2004
Stires O' Donnell 1997 - 2002
Speer Leeds 1996 - 1997
Bear Wagner Specialists 1991 - 1996
Refco 1987 - 1991
Salomon Smith Barney 1974 - 1985
Skills
Trading, Securities, Bloomberg, Equities, Commodity, Series 7, Series 63, Financial Markets, Hedging, Trading Strategies, Options, Derivatives, Technical Analysis, Investment Management, Equity Trading, Asset Allocation, Traders, Capital Markets, Electronic Trading, ETFs, Equity Research, Microsoft Office
Education
Stony Brook University 1970 — 1974
BA, Economics and Computer Science
Stuyvesant H.S. 1966 — 1970
RF Lafferty & Co., Inc January 2012 - Present
Kern Suslow Securities May 2008 - January 2012
J Giordano Securities Group April 2006 - May 2008
Capital Growth Financial May 2004 - April 2006
Sands Brothers January 2002 - May 2004
Stires O' Donnell 1997 - 2002
Speer Leeds 1996 - 1997
Bear Wagner Specialists 1991 - 1996
Refco 1987 - 1991
Salomon Smith Barney 1974 - 1985
Skills
Trading, Securities, Bloomberg, Equities, Commodity, Series 7, Series 63, Financial Markets, Hedging, Trading Strategies, Options, Derivatives, Technical Analysis, Investment Management, Equity Trading, Asset Allocation, Traders, Capital Markets, Electronic Trading, ETFs, Equity Research, Microsoft Office
Education
Stony Brook University 1970 — 1974
BA, Economics and Computer Science
Stuyvesant H.S. 1966 — 1970
Robert Zampa Robert Zampa's Sands Brothers Experience June 1990 - September 2001
Job altPOWER Renewable Energy
Industry Renewables & Environment
Experience
altPOWER May 2008 - Present
CT Sun & Energy Control January 2008 - Present
Sands Brothers June 1990 - September 2001
Skills
Cost Analysis, Energy Analysis, Photovoltaics, Solar, Renewable Energy, Energy Efficiency, Sustainability, Solar Thermal, Solar Energy, Energy, Cost Benefit
Education
University of Connecticut 1986 — 1990
Economics
altPOWER May 2008 - Present
CT Sun & Energy Control January 2008 - Present
Sands Brothers June 1990 - September 2001
Skills
Cost Analysis, Energy Analysis, Photovoltaics, Solar, Renewable Energy, Energy Efficiency, Sustainability, Solar Thermal, Solar Energy, Energy, Cost Benefit
Education
University of Connecticut 1986 — 1990
Economics
David Zale CFA David Zale CFA's Sands Brothers Experience January 1999 - June 2003
Job Teacher || Investment Advisor || Portfolio Manager || Money Manager || Divorcees || Widows || Retirees
Industry Financial Services
Experience
Zale Capital Management, L.P. January 2006 - Present
Trautman Wasserman July 2003 - December 2005
Sands Brothers January 1999 - June 2003
Transition Year January 1998 - November 1998
Jewelry Industry January 1979 - December 1997
Education
University of Colorado Boulder 1972 — 1976
BA, Political Science
University of Colorado Boulder 1972 — 1976
Bachelor's degree, Political Science and Government
Zale Capital Management, L.P. January 2006 - Present
Trautman Wasserman July 2003 - December 2005
Sands Brothers January 1999 - June 2003
Transition Year January 1998 - November 1998
Jewelry Industry January 1979 - December 1997
Education
University of Colorado Boulder 1972 — 1976
BA, Political Science
University of Colorado Boulder 1972 — 1976
Bachelor's degree, Political Science and Government
Diana LaVerda Diana LaVerda's Sands Brothers Experience 1997 - 2001
Job Assistant Vice President at Keefe, Bruyette and Woods
Industry Investment Banking
Experience
KBW March 2006 - Present
Trautman Wasserman 2001 - 2006
Sands Brothers 1997 - 2001
Skills
Bloomberg, Equities, Portfolio Management, Finance, Hedge Funds, Series 63, Capital Markets, Financial Modeling, Banking, Fixed Income, Securities, Microsoft Excel, Valuation, Investments, Investment Banking, Private Equity, Trading, Alternative Investments
Education
Adelphi University 1989 — 1993
Bachelor of Business Administration, Marketing/Marketing Management, General
KBW March 2006 - Present
Trautman Wasserman 2001 - 2006
Sands Brothers 1997 - 2001
Skills
Bloomberg, Equities, Portfolio Management, Finance, Hedge Funds, Series 63, Capital Markets, Financial Modeling, Banking, Fixed Income, Securities, Microsoft Excel, Valuation, Investments, Investment Banking, Private Equity, Trading, Alternative Investments
Education
Adelphi University 1989 — 1993
Bachelor of Business Administration, Marketing/Marketing Management, General
Rolan Shnayder Rolan Shnayder's Sands Brothers Experience 1997 - 2001
Job Mortgage Banker at Citizens Bank
Industry Real Estate
Experience
Citizens Bank February 2015 - Present
H.O.M.E. Mortgage Bankers March 2003 - February 2015
Greenlight Funding 2003 - 2004
Andover Trading Company 2001 - 2003
Sands Brothers 1997 - 2001
D.H.Blair 1995 - 1997
Skills
Investment Properties, Cooperative, Loans, Refinance, Mortgage, Purchase, Mortgage Lending, Single Family Homes, FHA, First Time Home Buyers, Residential, Real Estate, Sellers, REO, Luxury, Condos, Second Homes, Construction Loans, New Homes, Loan Structuring, Conforming, Residential Homes, Referrals, Property Management, Investors, Real Estate Transactions, Property, Rentals, Vacation Homes, Commercial Real Estate, Real Estate Development, Foreclosures, Townhomes, Real Estate Economics, Buyers, Real Estate Financing, Mortgage Banking, Brokerage, Finance, Investments, Sales, Negotiation, Leases, Underwriting
Education
State University of New York at Stony Brook 1991 — 1995
BA
Citizens Bank February 2015 - Present
H.O.M.E. Mortgage Bankers March 2003 - February 2015
Greenlight Funding 2003 - 2004
Andover Trading Company 2001 - 2003
Sands Brothers 1997 - 2001
D.H.Blair 1995 - 1997
Skills
Investment Properties, Cooperative, Loans, Refinance, Mortgage, Purchase, Mortgage Lending, Single Family Homes, FHA, First Time Home Buyers, Residential, Real Estate, Sellers, REO, Luxury, Condos, Second Homes, Construction Loans, New Homes, Loan Structuring, Conforming, Residential Homes, Referrals, Property Management, Investors, Real Estate Transactions, Property, Rentals, Vacation Homes, Commercial Real Estate, Real Estate Development, Foreclosures, Townhomes, Real Estate Economics, Buyers, Real Estate Financing, Mortgage Banking, Brokerage, Finance, Investments, Sales, Negotiation, Leases, Underwriting
Education
State University of New York at Stony Brook 1991 — 1995
BA
Paul Dellaquila, CIMA®, CAIA Paul Dellaquila, CIMA®, CAIA's Sands Brothers Experience May 2001 - January 2002
Job Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock July 2012 - Present
BlackRock June 2008 - July 2012
Merrill Lynch March 2007 - May 2008
SEI January 2002 - March 2007
Sands Brothers May 2001 - January 2002
Skills
ETFs, Asset Managment, Portfolio Management, Series 7, Investment Management, Sales, Financial Advisory, Asset Allocation, Sales Management, Sales Presentations, Mutual Funds, Wealth Management, New Business Development, Business Development, Relationship Management, Investments, Series 63, Investment Strategies, Investment Advisory, Series 65, Wealth Management..., Series 24, Business Strategy, Securities, Capital Markets, Alternative Investments, Hedge Funds, Financial Services, Certified Investment...
Education
Saint Joseph's University 2004 — 2006
MBA, Finance
Florida State University - College of Business 1997 — 2001
Bachelor of Science, Finance and Marketing
BlackRock July 2012 - Present
BlackRock June 2008 - July 2012
Merrill Lynch March 2007 - May 2008
SEI January 2002 - March 2007
Sands Brothers May 2001 - January 2002
Skills
ETFs, Asset Managment, Portfolio Management, Series 7, Investment Management, Sales, Financial Advisory, Asset Allocation, Sales Management, Sales Presentations, Mutual Funds, Wealth Management, New Business Development, Business Development, Relationship Management, Investments, Series 63, Investment Strategies, Investment Advisory, Series 65, Wealth Management..., Series 24, Business Strategy, Securities, Capital Markets, Alternative Investments, Hedge Funds, Financial Services, Certified Investment...
Education
Saint Joseph's University 2004 — 2006
MBA, Finance
Florida State University - College of Business 1997 — 2001
Bachelor of Science, Finance and Marketing
Guy G. Clemente Guy G. Clemente's Sands Brothers Experience December 1996 - June 1997
Job Managing Director / Institutional Sales / Andrew Garrett, Inc.
Industry Financial Services
Experience
Andrew Garrett, Inc. February 2007 - Present
S.W. Bach & Company February 2003 - 2007
The Thornwater Company, L.P. May 1999 - February 2003
M.S. Farrell & Company July 1997 - May 1999
Sands Brothers December 1996 - June 1997
The J.B. Sutton Group, Inc. January 1996 - November 1996
Commonwealth Associates June 1995 - December 1995
Salomon Smith Barney July 1993 - May 1995
Lehman Brothers July 1984 - July 1993
Rauscher Pierce Refsnes, Inc. January 1984 - July 1984
Skills
Investment Banking, IPO, Venture Capital, Corporate Finance, Equities, Private Equity, SEC Rule 144, Private Placements, Asset Management, Financial Modeling, Investments, Mutual Funds, Corporate Development, Valuation, Due Diligence, Investor Relations, Portfolio Management, Alternative Investments, Equity Research, Securities, Mergers & Acquisitions, Syndicate, Capital Markets, Hedge Funds, Financial Structuring
Education
Missouri State University 1977 — 1981
BS, Business / Economics
Andrew Garrett, Inc. February 2007 - Present
S.W. Bach & Company February 2003 - 2007
The Thornwater Company, L.P. May 1999 - February 2003
M.S. Farrell & Company July 1997 - May 1999
Sands Brothers December 1996 - June 1997
The J.B. Sutton Group, Inc. January 1996 - November 1996
Commonwealth Associates June 1995 - December 1995
Salomon Smith Barney July 1993 - May 1995
Lehman Brothers July 1984 - July 1993
Rauscher Pierce Refsnes, Inc. January 1984 - July 1984
Skills
Investment Banking, IPO, Venture Capital, Corporate Finance, Equities, Private Equity, SEC Rule 144, Private Placements, Asset Management, Financial Modeling, Investments, Mutual Funds, Corporate Development, Valuation, Due Diligence, Investor Relations, Portfolio Management, Alternative Investments, Equity Research, Securities, Mergers & Acquisitions, Syndicate, Capital Markets, Hedge Funds, Financial Structuring
Education
Missouri State University 1977 — 1981
BS, Business / Economics
Robert Schmieder Robert Schmieder's Sands Brothers Experience 1995 - 1997
Job Floral at Whole Foods Market
Industry Consumer Goods
Experience
Whole Foods Market February 2014 - Present
Whole Foods Market December 2013 - Present
Teleflora February 2011 - Present
Flowers by Brian January 1998 - January 2011
TD Ameritrade 1997 - 1998
Sands Brothers 1995 - 1997
Gilman Ciocia 1994 - 1995
Skills
Flowers, Sales, Sales Management, Account Management, Key Account Management, Floral Design, Customer Service, Customer Retention, New Business Development, Strategic Partnerships, Trade Shows, Trade Show..., Marketing, Weddings, Event Management, Event Planning, Email Marketing, Market Planning, Marketing Strategy, Merchandising, B2B, Online Advertising, Social Media Marketing, Online Marketing, Retail, Consumer Products, Advertising, Client Development, Coordinating Special..., Corporate Events, Direct Sales, E-commerce, Florals, Key Account Development, Management, Regional Development, Sales Operations, Territory Development, Territory..., Purchasing, Inventory Management, Team Building, Forecasting, Strategic Planning, Business Strategy, Business Planning, Design, Purchase Orders, Social Media, Territory Management
Education
Long Island University, C.W. Post Campus 1989 — 1992
Business, Management, Marketing, and Related Support Services
Dean College 1987 — 1988
Associate's degree
Whole Foods Market February 2014 - Present
Whole Foods Market December 2013 - Present
Teleflora February 2011 - Present
Flowers by Brian January 1998 - January 2011
TD Ameritrade 1997 - 1998
Sands Brothers 1995 - 1997
Gilman Ciocia 1994 - 1995
Skills
Flowers, Sales, Sales Management, Account Management, Key Account Management, Floral Design, Customer Service, Customer Retention, New Business Development, Strategic Partnerships, Trade Shows, Trade Show..., Marketing, Weddings, Event Management, Event Planning, Email Marketing, Market Planning, Marketing Strategy, Merchandising, B2B, Online Advertising, Social Media Marketing, Online Marketing, Retail, Consumer Products, Advertising, Client Development, Coordinating Special..., Corporate Events, Direct Sales, E-commerce, Florals, Key Account Development, Management, Regional Development, Sales Operations, Territory Development, Territory..., Purchasing, Inventory Management, Team Building, Forecasting, Strategic Planning, Business Strategy, Business Planning, Design, Purchase Orders, Social Media, Territory Management
Education
Long Island University, C.W. Post Campus 1989 — 1992
Business, Management, Marketing, and Related Support Services
Dean College 1987 — 1988
Associate's degree
Brian Meltzer Brian Meltzer's Sands Brothers Experience 1997 - 2001
Job Director Business Development
Industry Legal Services
Experience
Premier Corporate Services LLC July 2015 - Present
The Benchmark Company August 2009 - July 2015
Trade Manage Capital March 2003 - August 2009
AXA Advisors May 2001 - March 2003
Sands Brothers 1997 - 2001
Skills
Sales Management, Sales Operations, Legal Support Services, Business Formation
Education
Long Island University, Southampton Campus
Bachelor of Science (BS), Sociology
The George Washington University
Psychology
Premier Corporate Services LLC July 2015 - Present
The Benchmark Company August 2009 - July 2015
Trade Manage Capital March 2003 - August 2009
AXA Advisors May 2001 - March 2003
Sands Brothers 1997 - 2001
Skills
Sales Management, Sales Operations, Legal Support Services, Business Formation
Education
Long Island University, Southampton Campus
Bachelor of Science (BS), Sociology
The George Washington University
Psychology
Joseph Barnas Joseph Barnas's Sands Brothers Experience 2003 - 2005
Job Investment Executive
Industry Financial Services
Experience
Capital One Investing May 2013 - Present
JPMorgan Chase May 2011 - March 2013
Business Monitor International August 2010 - May 2011
Laidlaw & Company September 2003 - August 2010
Sands Brothers 2003 - 2005
Skills
Investments, Equities, Private Equity, Portfolio Management, Financial Markets, Emerging Markets, Hedge Funds, Fixed Income, Bloomberg, Wealth Management, Risk Management, Financial Advisory, FINRA, Finance, Financial Services, Series 7, Investment Banking
Education
Roger Williams University 1999 — 2003
BS, Finance
Palazzo Rucellai 2002 — 2002
core concentration, Italian Studies
Capital One Investing May 2013 - Present
JPMorgan Chase May 2011 - March 2013
Business Monitor International August 2010 - May 2011
Laidlaw & Company September 2003 - August 2010
Sands Brothers 2003 - 2005
Skills
Investments, Equities, Private Equity, Portfolio Management, Financial Markets, Emerging Markets, Hedge Funds, Fixed Income, Bloomberg, Wealth Management, Risk Management, Financial Advisory, FINRA, Finance, Financial Services, Series 7, Investment Banking
Education
Roger Williams University 1999 — 2003
BS, Finance
Palazzo Rucellai 2002 — 2002
core concentration, Italian Studies
Connie Skeadas Connie Skeadas's Sands Brothers Experience 1999 - 2000
Job Executive Director, The Cardinal Partners
Industry Financial Services
Experience
The Cardinal Partners July 2015 - Present
Greenwich Associates January 2014 - July 2015
Greenwich Associates, CAS Consulting August 2006 - January 2014
Mount Snow November 2005 - April 2008
Greenwich Associates 2001 - 2005
Prudential Securities 2000 - 2001
Sands Brothers 1999 - 2000
Sargent & Sargent, LLC 1997 - 1999
Skills
Strategic Planning, Asset Management, Market Research, Asset Managment, Marketing Strategy, Investments, Leadership, Strategy, Portfolio Management, Financial Analysis, Business Strategy, Financial Services, Financial Modeling, Valuation, Private Equity, Management
Education
Smith College 1993 — 1997
BA, English Literature
Greenwich High School
The Cardinal Partners July 2015 - Present
Greenwich Associates January 2014 - July 2015
Greenwich Associates, CAS Consulting August 2006 - January 2014
Mount Snow November 2005 - April 2008
Greenwich Associates 2001 - 2005
Prudential Securities 2000 - 2001
Sands Brothers 1999 - 2000
Sargent & Sargent, LLC 1997 - 1999
Skills
Strategic Planning, Asset Management, Market Research, Asset Managment, Marketing Strategy, Investments, Leadership, Strategy, Portfolio Management, Financial Analysis, Business Strategy, Financial Services, Financial Modeling, Valuation, Private Equity, Management
Education
Smith College 1993 — 1997
BA, English Literature
Greenwich High School
Richard Cinotti's Sands Brothers Experience 1999 - 2000
Job Sales Consultant at TriNet
Industry Business Supplies and Equipment
Experience
TriNet December 2014 - Present
WB Mason June 2012 - November 2014
OFFICEMAX March 2006 - June 2012
Broadview Networks 2001 - 2003
SANDS BROTHERS 1999 - 2000
Skills
Cold Calling, Managed Print Services, Direct Sales, New Business Development, Sales Management, Salesforce.com, Account Management, Sales Process, Solution Selling, B2B, Sales, Customer Retention, Management, Sales Operations, Sales Presentations, Selling
Education
Molloy College 1998 — 2000
BA, English
Nassau Community College 1996 — 1998
Associate of Arts (AA)
University of New Haven
University of New Haven
TriNet December 2014 - Present
WB Mason June 2012 - November 2014
OFFICEMAX March 2006 - June 2012
Broadview Networks 2001 - 2003
SANDS BROTHERS 1999 - 2000
Skills
Cold Calling, Managed Print Services, Direct Sales, New Business Development, Sales Management, Salesforce.com, Account Management, Sales Process, Solution Selling, B2B, Sales, Customer Retention, Management, Sales Operations, Sales Presentations, Selling
Education
Molloy College 1998 — 2000
BA, English
Nassau Community College 1996 — 1998
Associate of Arts (AA)
University of New Haven
University of New Haven
Matt Kurland's Sands Brothers Experience April 1999 - March 2002
Job AML/KYC Consulting
Industry Financial Services
Experience
Aerotek October 2013 - Present
The Benchmark Company March 2012 - October 2013
WJB Capital May 2008 - January 2012
Bear Stearns October 2002 - May 2008
Sands Brothers April 1999 - March 2002
Skills
Equity Derivatives, Options, Equity Trading, Trading, Electronic Trading, Equities, Hedging, Bloomberg, FX Options, Hedge Funds, Capital Markets, Derivatives, Equity Research, Securities, Series 63, Series 24, Financial Modeling, Asset Management, Alternative Investments, FINRA, Trading Systems, Series 7, Proprietary Trading, Trading Strategies, ETFs, Financial Markets, Market Making, Volatility, Structured Products, Series 4, Serie, SaaS
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York at Albany
BA, Sociology
Aerotek October 2013 - Present
The Benchmark Company March 2012 - October 2013
WJB Capital May 2008 - January 2012
Bear Stearns October 2002 - May 2008
Sands Brothers April 1999 - March 2002
Skills
Equity Derivatives, Options, Equity Trading, Trading, Electronic Trading, Equities, Hedging, Bloomberg, FX Options, Hedge Funds, Capital Markets, Derivatives, Equity Research, Securities, Series 63, Series 24, Financial Modeling, Asset Management, Alternative Investments, FINRA, Trading Systems, Series 7, Proprietary Trading, Trading Strategies, ETFs, Financial Markets, Market Making, Volatility, Structured Products, Series 4, Serie, SaaS
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York at Albany
BA, Sociology
Maxie Kroen's Sands Brothers Experience 2002 - 2004
Job Senior Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2004 - Present
Sands Brothers 2002 - 2004
Oppenheimer & Co. 2003 - 2003
Education
Fordham University 1997 — 2001
AllianceBernstein September 2004 - Present
Sands Brothers 2002 - 2004
Oppenheimer & Co. 2003 - 2003
Education
Fordham University 1997 — 2001
James 'Jim' Brodie's Sands Brothers Experience 1990 - 2000
Job Managing Director of Jesup Lamont Securities Corp.
Industry Financial Services
Experience
Jesup Lamont November 2007 - Present
Sands brothers 1990 - 2000
Education
Emory University
English + History
Jesup Lamont November 2007 - Present
Sands brothers 1990 - 2000
Education
Emory University
English + History
Frank Mazzola's Sands Brothers Experience 1997 - 2001
Job Family Office
Industry Venture Capital & Private Equity
Experience
Family Office - Private March 2014 - Present
Felix Investments September 2009 - March 2014
Advanced Equities May 2006 - September 2009
Sands Brothers 1997 - 2001
Skills
Private Equity, Entrepreneurship, Alternative Investments, Investments, Venture Capital, Business Strategy, Start-ups, Investor Relations, Mergers, Business Development, Investment Banking, Due Diligence, Corporate Development, Equities, New Business Development, Private Placements, Valuation, Mergers & Acquisitions, Executive Management, Funding, Emerging Markets, IPO, Corporate Finance, Trading, Asset Management, Strategy, Hedge Funds, Project Finance, Capital, Business Planning, Management Consulting, Restructuring, Strategic Partnerships
Education
Pace University 1985 — 1990
Family Office - Private March 2014 - Present
Felix Investments September 2009 - March 2014
Advanced Equities May 2006 - September 2009
Sands Brothers 1997 - 2001
Skills
Private Equity, Entrepreneurship, Alternative Investments, Investments, Venture Capital, Business Strategy, Start-ups, Investor Relations, Mergers, Business Development, Investment Banking, Due Diligence, Corporate Development, Equities, New Business Development, Private Placements, Valuation, Mergers & Acquisitions, Executive Management, Funding, Emerging Markets, IPO, Corporate Finance, Trading, Asset Management, Strategy, Hedge Funds, Project Finance, Capital, Business Planning, Management Consulting, Restructuring, Strategic Partnerships
Education
Pace University 1985 — 1990
eran ofer's Sands Brothers Experience 1992 - 1993
Job president at white knight group
Industry Real Estate
Experience
white knight group January 2008 - Present
timber hill trading 1994 - 2001
sands brothers 1992 - 1993
croman 1990 - 1992
croman 1990 - 1992
Skills
Account Management
Education
The George Washington University 1982 — 1986
bs, finance
white knight group January 2008 - Present
timber hill trading 1994 - 2001
sands brothers 1992 - 1993
croman 1990 - 1992
croman 1990 - 1992
Skills
Account Management
Education
The George Washington University 1982 — 1986
bs, finance
Dan Sovocool's Sands Brothers Experience 1998 - 2001
Job Director Reference Markets at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ January 2012 - Present
Standard & Poor's 2001 - January 2012
Sands Brothers 1998 - 2001
Skills
Capital Markets, Fixed Income, Bloomberg, Derivatives, Asset Managment, Hedge Funds, Investment Banking, Financial Analysis, Product Management, Alternative Investments, Structured Finance, Financial Markets, Securities, Financial Services, Equities, Market Data, Finance, Financial Modeling, Asset Management, Strategy, Analysis, Mergers & Acquisitions
Education
Cornell University 1977 — 1981
LeRoy Central 1964 — 1977
S&P Capital IQ January 2012 - Present
Standard & Poor's 2001 - January 2012
Sands Brothers 1998 - 2001
Skills
Capital Markets, Fixed Income, Bloomberg, Derivatives, Asset Managment, Hedge Funds, Investment Banking, Financial Analysis, Product Management, Alternative Investments, Structured Finance, Financial Markets, Securities, Financial Services, Equities, Market Data, Finance, Financial Modeling, Asset Management, Strategy, Analysis, Mergers & Acquisitions
Education
Cornell University 1977 — 1981
LeRoy Central 1964 — 1977
Berton Seltzberg's Sands Brothers Experience August 1996 - June 2000
Job
Industry Financial Services
Experience
Bessemer Trust October 2006 - March 2011
S.W. Bach 2004 - 2006
Lehman Brothers Holdings Inc. 2002 - 2004
Shearson Lehman Brothers 2000 - 2004
Worldco June 2000 - 2001
Sands Brothers August 1996 - June 2000
Prudential Securities 1994 - 1996
Gabelli Asset Management 1993 - 1994
Shearson Lehman Brothers 1991 - 1993
Jewish Association for Services to the Aged 1990 - 1991
Skills
Securities, Hedge Funds, Litigation, Investment Advisory, Finance, Risk Management, Wealth Management, Alternative Investments, Due Diligence, Broker-Dealer, Private Equity
Education
Pace University School of Law 1979 — 1983
JD, Law
Bessemer Trust October 2006 - March 2011
S.W. Bach 2004 - 2006
Lehman Brothers Holdings Inc. 2002 - 2004
Shearson Lehman Brothers 2000 - 2004
Worldco June 2000 - 2001
Sands Brothers August 1996 - June 2000
Prudential Securities 1994 - 1996
Gabelli Asset Management 1993 - 1994
Shearson Lehman Brothers 1991 - 1993
Jewish Association for Services to the Aged 1990 - 1991
Skills
Securities, Hedge Funds, Litigation, Investment Advisory, Finance, Risk Management, Wealth Management, Alternative Investments, Due Diligence, Broker-Dealer, Private Equity
Education
Pace University School of Law 1979 — 1983
JD, Law
Rafael Vasquez's Sands Brothers Experience April 1998 - June 2000
Job Financial Advisor at Laidlaw & Company
Industry Financial Services
Experience
Laidlaw & Company September 2013 - Present
AllDealsLocal.com August 2012 - Present
JJR Associates Inc. January 2010 - September 2013
T3 Capital August 2008 - December 2009
Casimir Capital April 2001 - June 2007
Sands Brothers April 1998 - June 2000
Skills
Asset Management, Risk Management, Investments, Equities, Portfolio Management, Financial Markets, Management, Series 7, Finance, Capital Markets, Fixed Income, Financial Analysis, Hedge Funds, Securities, Trading, Private Equity
Education
Dowling College 1991 — 1995
BA, Business
Davis and Elkins College
Ward Melville
Ward Melville
Laidlaw & Company September 2013 - Present
AllDealsLocal.com August 2012 - Present
JJR Associates Inc. January 2010 - September 2013
T3 Capital August 2008 - December 2009
Casimir Capital April 2001 - June 2007
Sands Brothers April 1998 - June 2000
Skills
Asset Management, Risk Management, Investments, Equities, Portfolio Management, Financial Markets, Management, Series 7, Finance, Capital Markets, Fixed Income, Financial Analysis, Hedge Funds, Securities, Trading, Private Equity
Education
Dowling College 1991 — 1995
BA, Business
Davis and Elkins College
Ward Melville
Ward Melville