Securevest Financial Group
Address: 163 Madison Ave # 100, Morristown, NJ 07960 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (973) 605-8400: : : : : Website: : Category: Place name: Website: http://www.securevest.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Securevest Financial Group Posting publicly on the Web Write a review Reviews Be the first to review From Securevest Financial Group "SecureVest Financial Group is a boutique fixed income investment firm providing market insight, investment guidance and execution services to middle market institutions, investment advisor firms, credit unions and wealth advisors. Our Private Client...More "SecureVest Financial Group is a boutique fixed income investment firm providing market insight, investment guidance and execution services to middle market institutions, investment advisor firms, credit unions and wealth advisors. Our Private Client Group caters to the investment and portfolio management needs of high net worth individuals, offering investments in a variety of fixed income securities as well as common and preferred stock. Life & health insurance products offered through SecureVest Insurance Solutions. The firm’s trading desks include; high yield and high quality corporate debt; municipal bonds; CMO/MBS securities; structured products; government agency debt; and preferred stock."
Securevest Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Securevest Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Securevest Financial Group Salaries. You can even request information on how much does Securevest Financial Group pay if you want to. Learn about salaries, pros and cons of working for Securevest Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
15 Securevest Financial Group employees in database. Find out everything there's to know about Securevest Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Securevest Financial Group Employees
RBC Capital Markets December 2012 - Present
Citi June 2011 - December 2012
Securevest Financial Group July 2010 - June 2011
UBS Wealth Management September 2008 - May 2010
MetLife June 2009 - August 2009
Skills
Derivatives, Fixed Income, Valuation, Financial Analysis, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Finance, Financial Accounting, Accounting, Capital Markets Analysis, Bloomberg
Education
Marist College 2010 — 2013
Master of Business Administration (MBA), Finance
Marist College 2006 — 2010
Bachelor of Science, Finance
Marist College 2010 — 2011
Advanced Certificate in Financial Management, Finance
SNL Banking Analyst 2010 — 2010
Banking
The American College 2009 — 2009
Financial Services
Madison High School 2002 — 2006
Securevest Financial Group September 2014 - Present
Newbridge Securities September 2006 - September 2014
JVB Financial Group May 2001 - September 2006
JVB Financial Group, LLC May 2001 - September 2006
Skills
Fixed Income, Trading, Structured Products, Bonds, Mortgage, Series 7, Bloomberg, MBS, Fixed Income Products, Investments, Fixed Income Trading, Series 24, Series 27, Series 53, Series 63, Series 99, Capital Markets, Securities, Mortgage Lending, Portfolio Management, Options, Alternative Investments, Banking, Wealth Management, Hedge Funds, FINRA, Asset Managment, Financial Markets, Equities, Investment Banking
Education
Florida State University 1973 — 1977
Bachelor of Science, Statistics and Mathematics
Florida State University 1973 — 1977
BS, Statistics
Auburn University 1972 — 1973
Bachelor of Science (B.S.), Mathematical Statistics and Probability
Deerfield Beach High School 1970 — 1972
Pompano Beach High School 1969 — 1970
Microsoft April 2014 - Present
Nu-Age Managed Services May 2011 - April 2014
SecureVest Financial Group January 2009 - October 2010
UPS March 1999 - January 2009
Skills
IT Strategy, IT Transformation, IT Enabled Business..., IT Financial Management, Technology Alignment, Solutions Design, Team Leadership, Project Management, Process Improvement, IT Management, Business Process..., Vendor Management, Program Management, Data Center, Management, Project Planning, Operations Management, Business Continuity, Cross-functional Team..., CRM, Project Portfolio..., Business Analysis, Business Development, Governance, SDLC, Strategy, Cloud Computing, SharePoint
Education
CHUBB Institute of Technology 1998 — 1999
Network Engineer, Network Engineer
Saint Thomas Aquinas College 1990 — 1995
Bachelor's degree, Graphic Design
Toussaint Capital Partners, LLC December 2014 - Present
Securevest Financial Group 2014 - 2014
CRT Capital Group 2011 - 2013
Susquehanna International Group 2010 - 2011
Advisors Asset Management, Inc. 2009 - 2010
Merrill Lynch 1990 - 2009
Skills
Sales, Bloomberg, Management, Fixed Income, Equities, Investments, Selling, Series 63, Series 7, Securities, Bonds, Capital Markets, Options Strategies, Hedge Funds, Venture Capital, Credit, Rates, Portfolio Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Penn State University 1985 — 1989
BS, Economics
InVue Marketing Solutions January 2012 - Present
Sportball June 2011 - January 2012
Securevest Financial Group October 2010 - March 2011
Yourlogoworks.com January 2008 - January 2009
Skills
Advertising, Marketing Communications, Direct Marketing, Marketing Strategy, Marketing, Email Marketing, Graphic Design, Promotional Design, Content Writing, Photoshop, Illustrator, Constant Contact, Facebook, Event Management, Social Media Marketing, Entrepreneurship, Sales, Social Media, Microsoft Office, Social Networking
Education
IESEG - Lille, France 2009 — 2009
International Business
University of South Carolina-Aiken
Bachelor of Business Administration (BBA), Marketing
Liberty Mutual Insurance October 2012 - Present
Securevest Financial Group February 2012 - July 2012
CL King & Associates February 2005 - November 2011
Needham & Company July 1999 - February 2005
RDM SECURITIES September 1995 - July 1999
Skills
Trading, Securities, Equities, Bloomberg, Series 63, Capital Markets, Prime Brokerage, Wealth Management, Investments, Series 24, Trading Strategies, Equity Trading, Hedge Funds, Alternative Investments, Asset Management, Bonds, Series 55, Bloomberg Professional, Mutual Funds, Electronic Trading, FINRA, Equity Research, Microsoft Excel, Options, Portfolio Management, Investment Strategies, Excel, Insurance, Sales Management, Direct Sales, Sales Operations, Sales Presentations, Series 7, Risk Management, Fixed Income, Finance, Relationship Management, Financial Risk
Education
Middlebury College 1991 — 1995
BA, American Civilization
West Islip High School
IMG Financial Group August 2011 - Present
Securevest Financial Group October 2009 - July 2011
Rhodes Custom Homes LLC/ John Daugherty Realtors 2007 - October 2009
Davis Oretsky P.C., Davis Oretsky & Guilfoyle P.C., Davis & Shank. P.C. April 1990 - May 2007
Cook, Davis & McFall May 1987 - April 1990
Lohmann, Glazer & Irwin May 1983 - May 1987
Skills
Estate Planning, College Savings Plans, Portfolio Management, Securities, Insurance, Retirement, Buy-sell Agreements, Wealth Management, Series 7, Long Term Care Insurance, Mutual Funds, Wealth Accumulation
Education
University of Houston Law Center 1981 — 1983
Doctor of Law (J.D.) cum laude
The University of Texas at Austin 1976 — 1980
Bachelor of Business Administration (B.B.A.), Marketing
Fallsburgh High School
Securevest Financial Group August 2013 - Present
R. Seelaus & Co., Inc. October 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Office, Municipal Bonds, Investments, Fixed Income, Credit, Series 7, Bonds, Sales, Mutual Funds, Securities, Alternative Investments, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Retirement Planning, Uniform Combined State..., Equities, Finance, Trading, Financial Markets
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, Finance; Minor in Economics
Westfield High School 2004 — 2008
Securevest Financial Group May 2015 - Present
R. Seelaus & Co., Inc. 2010 - May 2015
Wellington Management June 2008 - August 2008
Morgan Stanley 2004 - 2007
Skills
Market Research, Finance, Account Reconciliation, Equities, Investments, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Investment Strategies, Bloomberg Terminal, Securities, Wealth Management, Bonds, Trading, Asset Allocation
Education
Hagan School of Business- Iona College
MBA, Finance
Iona College
BBA, Finance
INSZoom April 2013 - Present
SharesPost 2011 - February 2012
Securevest Financial Group 2010 - 2011
Oasis Media Corporation 2008 - 2010
Bullhorn January 2008 - September 2008
Wind River Systems 2005 - 2008
Stone & Youngberg 2002 - 2005
BrassRing 1999 - 2002
Skills
Salesforce.com, Sales, Sales Management, Channel Sales, Brokerage, Enterprise Software, Embedded Software, Lead Generation, Leadership, Fixed Income, Broker-Dealer, Series 7, Series 63, Accounting, CRM, SaaS, Asset Managment, Business, Customer Service, Territory Management, Territory Development, Internet, Account Management, Start-ups, Asset Management, Financial Services, Business Development, Management, Solution Selling
Education
California State University-Chico 1994 — 1997
BS: Business, Option: Accounting
OneWire July 2014 - Present
Alamo Capital November 2013 - May 2014
The PrinceRidge Group February 2013 - November 2013
Securevest Financial Group September 2012 - February 2013
Jefferies & Company December 2000 - June 2012
Skills
Fixed Income, Hedge Funds, Securities Lending, Bloomberg, Collateral Management, Equities, Series 7, Trading, Bonds, Series 63, Financial Markets, Back Office, Equity Trading, Liquidity Management, Structured Products, ABS, Funding, Credit, Money Market, Secondary Market, Asset Management, MBS, Portfolio Management, Emerging Markets, Settlement, Mutual Funds, Securities, Capital Markets, Finance, Banking, Investments, Financial Services
Education
Missouri Western State University 1996 — 1998
City University of New York-College of Staten Island
University of Missouri-Columbia
holt
Securevest Financial Group September 2014 - Present
Jeffrey Matthews Financial Group October 2009 - September 2014
JB Hanauer May 1999 - October 2009
Paine Webber August 1992 - July 1996
Mabon Securities Corp 1989 - 1992
Mabon Nugent 1985 - 1992
Skills
Fixed Income, Bloomberg trading, Customer relations, Retail, Trade Compliance, Alternative Investments, High Yield, Trading, Bloomberg, Customer Service, Series 7, FINRA, Asset Management, Series 63, Structured Products, Equities, Options, CDS, Securities, Investments, Bonds
Education
Cornell University
Bachelor of Science
Vandham Securites Corp. July 2012 - October 2012
Securevest Financial Group March 2008 - July 2012
Sound Securities LLC November 2006 - March 2008
JZS Inc. January 1995 - November 2006
Adler Coleman & Co. November 1993 - January 1995
York Securities January 1990 - November 1993
Robb Peck McCooey February 1983 - December 1990
Skills
Asset Managment, Bloomberg, Equities, Financial Modeling, Investments, Portfolio Management, Proprietary Trading, Series 7, Trading, Series 63, Securities, Equity Trading, Risk Management, Hedge Funds, Electronic Trading, Asset Management, Financial Markets
Education
Curry College 1975 — 1978
Business and Finance
Capital Guardian LLC January 2014 - Present
Securevest Financial Group October 2013 - December 2013
BNY Mellon April 2012 - August 2013
Pershing, a BNY Mellon company August 2010 - April 2012
Pershing October 2007 - July 2010
Casio Inc February 2007 - August 2007
Skills
Series 7, Series 63, Series 24, Fixed Income, Securities, Bonds, Trading, Bloomberg, Equities, Investments, Options, FINRA, Capital Markets
Education
Monmouth University 2002 — 2006
Finance
Securevest Financial Group March 2008 - Present
Skills
Trading, Investments, Equities, Fixed Income, Asset Management, Portfolio Management, Series 7, Financial Markets, Alternative Investments, Hedge Funds, Investment Strategies, Financial Modeling
Education
Ithaca College