Saratoga Capital LLC
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Saratoga Capital LLC Employees
Employee
Years
Job
Industry
Alicia Lorenzen Alicia Lorenzen's Saratoga Capital LLC Experience November 2011 - August 2012
Job Global Client Operations & Reporting at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group 2015 - Present
Merus Capital Partners, LLC 2012 - 2014
Saratoga Capital LLC November 2011 - August 2012
Forefront Advisory LLC January 2011 - November 2011
Skills
Outlook, Hedge Funds, Series 7, Equities, Trading, Bloomberg, Equity Trading, Microsoft Excel, PowerPoint, Microsoft Word, Access, Mac, Time Management, Alternative Investments, Equity Derivatives, Blogging, PC, Mac OS X, Mac OS, LexisNexis, Organization, REDI, Global Relay, Concur, Salesforce.com, CRM
Education
University of Oregon
Bachelor's Degree, Sociology
The Blackstone Group 2015 - Present
Merus Capital Partners, LLC 2012 - 2014
Saratoga Capital LLC November 2011 - August 2012
Forefront Advisory LLC January 2011 - November 2011
Skills
Outlook, Hedge Funds, Series 7, Equities, Trading, Bloomberg, Equity Trading, Microsoft Excel, PowerPoint, Microsoft Word, Access, Mac, Time Management, Alternative Investments, Equity Derivatives, Blogging, PC, Mac OS X, Mac OS, LexisNexis, Organization, REDI, Global Relay, Concur, Salesforce.com, CRM
Education
University of Oregon
Bachelor's Degree, Sociology
John Ridpath John Ridpath's Saratoga Capital LLC Experience 2011 - 2012
Job Director of Marketing at Northeast Generals
Industry Sports
Experience
Northeast Generals July 2015 - Present
The Psych Solution/Minot Billing October 2010 - Present
Saratoga Capital LLC 2011 - 2012
Genuity Capital Markets 2005 - April 2010
CIBC World Markets 2001 - 2005
First Union Capital Markets 1995 - 2001
Skills
Equity Trading, Equities, Trading Systems, Trading, Hedge Funds, Bloomberg, Series 7, Finance, Electronic Trading, Securities, Fixed Income, Capital Markets, Options, Asset Management, Alternative Investments
Education
Northeastern University 1984 — 1989
BS, Economics
Lakefield College School 1979 — 1984
high school
Northeast Generals July 2015 - Present
The Psych Solution/Minot Billing October 2010 - Present
Saratoga Capital LLC 2011 - 2012
Genuity Capital Markets 2005 - April 2010
CIBC World Markets 2001 - 2005
First Union Capital Markets 1995 - 2001
Skills
Equity Trading, Equities, Trading Systems, Trading, Hedge Funds, Bloomberg, Series 7, Finance, Electronic Trading, Securities, Fixed Income, Capital Markets, Options, Asset Management, Alternative Investments
Education
Northeastern University 1984 — 1989
BS, Economics
Lakefield College School 1979 — 1984
high school
Chase Tushaus Chase Tushaus's Saratoga Capital LLC Experience June 2006 - August 2006
Job Manufacturing Engineer at L3 Communications
Industry Defense & Space
Experience
L-3 Communications April 2014 - Present
Space Exploration Technologies October 2013 - April 2014
L-3 Communications May 2011 - October 2013
ArMA Financial Services January 2011 - May 2011
Starwood Hotels & Resorts Worldwide, Inc. June 2010 - August 2010
Hamilton Sundstrand June 2009 - January 2010
Saratoga Capital LLC June 2006 - August 2006
Skills
Series 7, Series 63, Systems Engineering, Root Cause Analysis, Minitab, Six Sigma, Lean Manufacturing, Cross-functional Team..., Research, Engineering Management, Process Improvement, Manufacturing
Education
University of San Diego 2006 — 2010
Bachelor of Science (BS) and Bachelor of Arts (BA), Industrial and Systems Engineering
L-3 Communications April 2014 - Present
Space Exploration Technologies October 2013 - April 2014
L-3 Communications May 2011 - October 2013
ArMA Financial Services January 2011 - May 2011
Starwood Hotels & Resorts Worldwide, Inc. June 2010 - August 2010
Hamilton Sundstrand June 2009 - January 2010
Saratoga Capital LLC June 2006 - August 2006
Skills
Series 7, Series 63, Systems Engineering, Root Cause Analysis, Minitab, Six Sigma, Lean Manufacturing, Cross-functional Team..., Research, Engineering Management, Process Improvement, Manufacturing
Education
University of San Diego 2006 — 2010
Bachelor of Science (BS) and Bachelor of Arts (BA), Industrial and Systems Engineering
Scott Larison's Saratoga Capital LLC Experience September 2009 - July 2012
Job Settlements Analyst at PNC
Industry Financial Services
Experience
PNC August 2015 - Present
FBN Securities Inc. March 2014 - July 2015
Actant September 2013 - March 2014
Dynamex Trading LLC June 2012 - September 2013
Saratoga Capital LLC September 2009 - July 2012
3D Markets August 2007 - November 2009
Radnor Research & Trading October 2004 - July 2007
Knight Execution Partners 2001 - 2004
Susquehanna International Group 1999 - 2002
Skills
Options, Derivatives, Hedging, Volatility, Trading Systems, Trading, Hedge Funds, Risk Management, Electronic Trading, Equities, Bloomberg, Series 7, Currency, Commodity, Prime Brokerage, FX trading, Equity Derivatives, Financial Markets, Equity Trading, Options Strategies, Trading Strategies, FX Options, Capital Markets, ETFs, Proprietary Trading, FINRA, Fixed Income, Alternative Investments, Series 63, Technical Analysis, Securities, Traders, Market Making, Swaps, Structured Products, Bonds, Interest Rate..., Foreign Exchange, Financial Services, Market Data, Series 24, Credit Derivatives, Portfolio Management, Securities Lending, Asset Management, Middle Office, Emerging Markets, Investments, Mutual Funds, Management
Education
Tennessee Technological University 1981 — 1985
Bachelor’s Degree, Finance and Marketing
PNC August 2015 - Present
FBN Securities Inc. March 2014 - July 2015
Actant September 2013 - March 2014
Dynamex Trading LLC June 2012 - September 2013
Saratoga Capital LLC September 2009 - July 2012
3D Markets August 2007 - November 2009
Radnor Research & Trading October 2004 - July 2007
Knight Execution Partners 2001 - 2004
Susquehanna International Group 1999 - 2002
Skills
Options, Derivatives, Hedging, Volatility, Trading Systems, Trading, Hedge Funds, Risk Management, Electronic Trading, Equities, Bloomberg, Series 7, Currency, Commodity, Prime Brokerage, FX trading, Equity Derivatives, Financial Markets, Equity Trading, Options Strategies, Trading Strategies, FX Options, Capital Markets, ETFs, Proprietary Trading, FINRA, Fixed Income, Alternative Investments, Series 63, Technical Analysis, Securities, Traders, Market Making, Swaps, Structured Products, Bonds, Interest Rate..., Foreign Exchange, Financial Services, Market Data, Series 24, Credit Derivatives, Portfolio Management, Securities Lending, Asset Management, Middle Office, Emerging Markets, Investments, Mutual Funds, Management
Education
Tennessee Technological University 1981 — 1985
Bachelor’s Degree, Finance and Marketing
Jay Lefkowicz, CFA, CMT's Saratoga Capital LLC Experience February 2005 - November 2010
Job Equity Trader at Chimera Securities
Industry Financial Services
Experience
Chimera Securities June 2014 - Present
Concept Capital Markets, LLC December 2010 - May 2014
Saratoga Capital LLC February 2005 - November 2010
Burlington Capital 2002 - 2004
Carlin Financial Group 2002 - 2003
Instinet Corporation 1992 - 1995
Skills
Technical Analysis, Stocks, Equities, Trading Systems, Electronic Trading, Equity Derivatives, Bloomberg, Series 7, Hedge Funds, Equity Research, Trading Strategies
Education
State University of New York at Albany 1985 — 1989
BS, Computer Science, Cum Laude
CGPS
Chimera Securities June 2014 - Present
Concept Capital Markets, LLC December 2010 - May 2014
Saratoga Capital LLC February 2005 - November 2010
Burlington Capital 2002 - 2004
Carlin Financial Group 2002 - 2003
Instinet Corporation 1992 - 1995
Skills
Technical Analysis, Stocks, Equities, Trading Systems, Electronic Trading, Equity Derivatives, Bloomberg, Series 7, Hedge Funds, Equity Research, Trading Strategies
Education
State University of New York at Albany 1985 — 1989
BS, Computer Science, Cum Laude
CGPS
Joe Ranieri's Saratoga Capital LLC Experience June 2011 - December 2012
Job Director of Client Management at Wall Street Horizon
Industry Financial Services
Experience
Wall Street Horizon January 2014 - Present
Saratoga Capital LLC June 2011 - December 2012
NavPoint LLC August 2010 - June 2011
Nova Capital Markets, LLC April 2008 - August 2010
Canaccord Adams June 1995 - November 2007
IBM 1991 - 1994
Weeden & Co. 1990 - 1991
Skills
Equities, Equity Trading, Investments, Electronic Trading, Risk Management, Securities, Series 7, Options, Series 63, Sales Management, Account Management, New Business Development, Strategic Planning, Investment Management, Portfolio Management, Branch Management, Financial Markets, Plannning, Trading Systems, Salesforce.com, Financial Management, Compliance, Budget Analysis, Staff Planning, Financial Data
Education
Binghamton University - School of Management 1992 — 1994
MBA, Financial Management
Bentley University
BS, Economics-Finance
Berner High School
Wall Street Horizon January 2014 - Present
Saratoga Capital LLC June 2011 - December 2012
NavPoint LLC August 2010 - June 2011
Nova Capital Markets, LLC April 2008 - August 2010
Canaccord Adams June 1995 - November 2007
IBM 1991 - 1994
Weeden & Co. 1990 - 1991
Skills
Equities, Equity Trading, Investments, Electronic Trading, Risk Management, Securities, Series 7, Options, Series 63, Sales Management, Account Management, New Business Development, Strategic Planning, Investment Management, Portfolio Management, Branch Management, Financial Markets, Plannning, Trading Systems, Salesforce.com, Financial Management, Compliance, Budget Analysis, Staff Planning, Financial Data
Education
Binghamton University - School of Management 1992 — 1994
MBA, Financial Management
Bentley University
BS, Economics-Finance
Berner High School
Diwakar Raman's Saratoga Capital LLC Experience August 2009 - October 2009
Job Equity Analyst at New Century Financial
Industry Financial Services
Experience
New Century Financial May 2013 - Present
New Century Financial November 2009 - April 2013
Saratoga Capital LLC August 2009 - October 2009
Claremont Graduate University May 2008 - May 2009
Trust Company of the West January 2008 - July 2008
Aquatech Industries Limited September 2006 - August 2007
Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Financial Modeling, Asset Managment, Quantitative Finance, Bloomberg, Business Valutions, Cash Flow Forecasting, Case Managment, Financial Analysis, Hedging, Options, Trading, Investments, Finance, Financial Risk, Asset Management, Management, Banking, Quantitative Analytics, Investment Banking, Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2009
Master's degree, Financial Engineering
New Century Financial May 2013 - Present
New Century Financial November 2009 - April 2013
Saratoga Capital LLC August 2009 - October 2009
Claremont Graduate University May 2008 - May 2009
Trust Company of the West January 2008 - July 2008
Aquatech Industries Limited September 2006 - August 2007
Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Financial Modeling, Asset Managment, Quantitative Finance, Bloomberg, Business Valutions, Cash Flow Forecasting, Case Managment, Financial Analysis, Hedging, Options, Trading, Investments, Finance, Financial Risk, Asset Management, Management, Banking, Quantitative Analytics, Investment Banking, Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2009
Master's degree, Financial Engineering
Pat Morrissey's Saratoga Capital LLC Experience June 2011 - December 2012
Job International Equity Sales and Trading at Cabrera Capital Markets, LLC
Industry Investment Management
Experience
Cabrera Capital Markets, LLC International Equity Sales and TradingCabrera Capital Markets, LLCAugust 2014 - Present
Jones Trading September 2013 - July 2014
The Vertical Group January 2013 - August 2013
Saratoga Capital LLC June 2011 - December 2012
Seacoast Partners, LLC August 2009 - June 2011
The Boston Company December 1992 - January 2009
Skills
Equity Trading, Series 7, Bloomberg, Equities, Series 63, Hedge Funds, Trading, Securities, Electronic Trading, FINRA, Trading Systems, Asset Management, Buy-side, Capital Markets, Investments, Equity Research, Options
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts, Economics
Cabrera Capital Markets, LLC International Equity Sales and TradingCabrera Capital Markets, LLCAugust 2014 - Present
Jones Trading September 2013 - July 2014
The Vertical Group January 2013 - August 2013
Saratoga Capital LLC June 2011 - December 2012
Seacoast Partners, LLC August 2009 - June 2011
The Boston Company December 1992 - January 2009
Skills
Equity Trading, Series 7, Bloomberg, Equities, Series 63, Hedge Funds, Trading, Securities, Electronic Trading, FINRA, Trading Systems, Asset Management, Buy-side, Capital Markets, Investments, Equity Research, Options
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts, Economics
Joel Mercadante's Saratoga Capital LLC Experience November 2010 - December 2012
Job Class B Member/Recruiter at T3 Trading Group, LLC
Industry Financial Services
Experience
T3 Trading Group, LLC July 2014 - Present
G2 Trading March 2013 - July 2014
Saratoga Capital LLC November 2010 - December 2012
Brahman Capital April 2005 - May 2008
Skills
Hedge Funds, Cash, Trading, Equities, Bloomberg, Alternative Investments, Series 7, Equity Trading, Options, Series 63, Risk Management, Financial Modeling, Equity Research, Trading Systems, Capital Markets, Equity Derivatives, Fixed Income, Electronic Trading
Education
Georgetown University 1997 — 2001
BA, English
RFH
T3 Trading Group, LLC July 2014 - Present
G2 Trading March 2013 - July 2014
Saratoga Capital LLC November 2010 - December 2012
Brahman Capital April 2005 - May 2008
Skills
Hedge Funds, Cash, Trading, Equities, Bloomberg, Alternative Investments, Series 7, Equity Trading, Options, Series 63, Risk Management, Financial Modeling, Equity Research, Trading Systems, Capital Markets, Equity Derivatives, Fixed Income, Electronic Trading
Education
Georgetown University 1997 — 2001
BA, English
RFH
Chris Meissner's Saratoga Capital LLC Experience May 2010 - December 2011
Job Director of Supply & Logistics at 'wichcraft
Industry Accounting
Experience
'wichcraft May 2015 - Present
'wichcraft March 2013 - May 2015
wichcraft March 2012 - March 2013
Saratoga Capital LLC May 2010 - December 2011
Saratoga Capital LLC May 2009 - May 2010
The Ritz-Carlton Hotel Company LLC August 2008 - July 2009
Dizzy's Club Coca-Cola 2005 - 2009
Skills
Logistics Management, Global Sourcing, Purchasing, Equities, Customer Service, Microsoft Excel, Sales, Marketing, Strategic Planning, Microsoft Office, Event Planning, Microsoft Word, PowerPoint, Asset Management, Hedge Funds, Trading, Prime Brokerage
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MBA
Connecticut College 2001 — 2005
BA
New York University
'wichcraft May 2015 - Present
'wichcraft March 2013 - May 2015
wichcraft March 2012 - March 2013
Saratoga Capital LLC May 2010 - December 2011
Saratoga Capital LLC May 2009 - May 2010
The Ritz-Carlton Hotel Company LLC August 2008 - July 2009
Dizzy's Club Coca-Cola 2005 - 2009
Skills
Logistics Management, Global Sourcing, Purchasing, Equities, Customer Service, Microsoft Excel, Sales, Marketing, Strategic Planning, Microsoft Office, Event Planning, Microsoft Word, PowerPoint, Asset Management, Hedge Funds, Trading, Prime Brokerage
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MBA
Connecticut College 2001 — 2005
BA
New York University
Chengda Zhang's Saratoga Capital LLC Experience March 2010 - October 2010
Job Senior Associate at Johns Hopkins Medicine International
Industry International Trade and Development
Experience
Johns Hopkins Medicine International August 2011 - Present
Standard & Poor's November 2010 - May 2011
Saratoga Capital LLC March 2010 - October 2010
2010SEQUENTIAL CAPITAL PARTNERS March 2010 - June 2010
Stony Brook University September 2006 - August 2009
Stony Brook September 2006 - May 2007
SHANGHAI ZHONGKON AUTOMATION SYSTEM COMPANY June 2005 - August 2006
Skills
Market Research, Research, Analysis, Investments, Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Derivatives, Marketing
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
STONY BROOK UNIVERSITY
Master, Biological Sciences
Fudan University 2001 — 2006
Bachelor, Medical Science
Beijiao High School
Beijiao High School
Johns Hopkins Medicine International August 2011 - Present
Standard & Poor's November 2010 - May 2011
Saratoga Capital LLC March 2010 - October 2010
2010SEQUENTIAL CAPITAL PARTNERS March 2010 - June 2010
Stony Brook University September 2006 - August 2009
Stony Brook September 2006 - May 2007
SHANGHAI ZHONGKON AUTOMATION SYSTEM COMPANY June 2005 - August 2006
Skills
Market Research, Research, Analysis, Investments, Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Derivatives, Marketing
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
STONY BROOK UNIVERSITY
Master, Biological Sciences
Fudan University 2001 — 2006
Bachelor, Medical Science
Beijiao High School
Beijiao High School
Phil Giguere's Saratoga Capital LLC Experience March 2006 - April 2010
Job Mortgage Loan Officer at Maple Tree Funding
Industry Investment Banking
Experience
Maple Tree Funding April 2010 - Present
Saratoga Capital LLC March 2006 - April 2010
Resource One Mortgage 1996 - 2001
Associates 1989 - 1996
Skills
Loans, Loan Origination, Mortgage Banking, Sales, First Time Home Buyers, FHA, Credit, Underwriting, Mortgage Lending, Banking, Investment Properties, Refinance, Real Estate, Residential Mortgages, Short Sales, Credit Analysis, Real Estate Transactions, Single Family Homes, Buyer Representation, Residential Homes
Education
Binghamton University 1983 — 1986
ba, economics
University at Albany, SUNY 1983 — 1985
University at Albany, SUNY 1983 — 1985
Maple Tree Funding April 2010 - Present
Saratoga Capital LLC March 2006 - April 2010
Resource One Mortgage 1996 - 2001
Associates 1989 - 1996
Skills
Loans, Loan Origination, Mortgage Banking, Sales, First Time Home Buyers, FHA, Credit, Underwriting, Mortgage Lending, Banking, Investment Properties, Refinance, Real Estate, Residential Mortgages, Short Sales, Credit Analysis, Real Estate Transactions, Single Family Homes, Buyer Representation, Residential Homes
Education
Binghamton University 1983 — 1986
ba, economics
University at Albany, SUNY 1983 — 1985
University at Albany, SUNY 1983 — 1985
Alec Levine's Saratoga Capital LLC Experience October 2006 - November 2008
Job SVP Institutional Options and Equities Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. June 2014 - Present
Newedge June 2011 - April 2014
WallachBeth Capital October 2008 - June 2010
Saratoga Capital LLC October 2006 - November 2008
ABL Trading LLC January 1996 - September 2003
Timber Hill Inc. July 1994 - December 1995
Education
Bucknell University 1990 — 1994
BA, Economics/Political Science
Raymond James Financial Inc. June 2014 - Present
Newedge June 2011 - April 2014
WallachBeth Capital October 2008 - June 2010
Saratoga Capital LLC October 2006 - November 2008
ABL Trading LLC January 1996 - September 2003
Timber Hill Inc. July 1994 - December 1995
Education
Bucknell University 1990 — 1994
BA, Economics/Political Science
Justin Fischer's Saratoga Capital LLC Experience January 2011 - July 2012
Job MBA Candidate ('15) Robert H. Smith School of Business
Industry Financial Services
Experience
The Builders Fund June 2014 - August 2014
zurvu January 2013 - July 2013
Camp Endo Asset Management July 2012 - January 2013
Saratoga Capital LLC January 2011 - July 2012
Pali Capital September 2009 - March 2010
Impala Asset Management June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
K2 Advisors May 2006 - August 2006
Skills
Venture Capital, Hedge Funds, Valuation, Fixed Income, Microsoft Excel, Equities, Private Equity, Excel, Analysis, Angel Investing, C++, Python, Java, Data Analysis, Portfolio Management, Microsoft Office, VBA, Bloomberg, Derivatives, Equity Trading, Start-ups, Research
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 3.4
Union College 2005 — 2009
BS, Economics and Computer Science
The Builders Fund June 2014 - August 2014
zurvu January 2013 - July 2013
Camp Endo Asset Management July 2012 - January 2013
Saratoga Capital LLC January 2011 - July 2012
Pali Capital September 2009 - March 2010
Impala Asset Management June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
K2 Advisors May 2006 - August 2006
Skills
Venture Capital, Hedge Funds, Valuation, Fixed Income, Microsoft Excel, Equities, Private Equity, Excel, Analysis, Angel Investing, C++, Python, Java, Data Analysis, Portfolio Management, Microsoft Office, VBA, Bloomberg, Derivatives, Equity Trading, Start-ups, Research
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 3.4
Union College 2005 — 2009
BS, Economics and Computer Science
Jess Spota's Saratoga Capital LLC Experience December 2009 - May 2012
Job Implementation Associate, Global Funds Group at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2012 - November 2013
Saratoga Capital LLC December 2009 - May 2012
Lehman Brothers February 2001 - May 2007
Skills
Equities, Trading, Bloomberg, Securities, Hedge Funds, Series 7, Options, Derivatives, Fixed Income, Series 63, Capital Markets, FINRA, Equity Derivatives, Alternative Investments, Portfolio Management, Financial Markets, Risk Management, Electronic Trading, Trading Systems, Equity Trading
Education
Xavier High School 1994 — 1998
Pace University
JPMorgan Chase December 2012 - November 2013
Saratoga Capital LLC December 2009 - May 2012
Lehman Brothers February 2001 - May 2007
Skills
Equities, Trading, Bloomberg, Securities, Hedge Funds, Series 7, Options, Derivatives, Fixed Income, Series 63, Capital Markets, FINRA, Equity Derivatives, Alternative Investments, Portfolio Management, Financial Markets, Risk Management, Electronic Trading, Trading Systems, Equity Trading
Education
Xavier High School 1994 — 1998
Pace University