SMB Capital
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SMB Capital Employees
Employee
Years
Job
Industry
Jordan Caroleo Jordan Caroleo's SMB Capital Experience July 2011 - January 2012
Job Equities Trading at CY Group
Industry Capital Markets
Experience
CY Group December 2012 - August 2013
VisualContest LLC June 2009 - August 2013
SMB-Capital July 2011 - January 2012
Skills
Internet, Day Trading, Capital Markets, Equity Trading, Proprietary Trading, Trading Strategies, Options, Electronic Trading, Trading Systems, Trading, Technical Analysis, Financial Markets, Equities, Bloomberg, Hedge Funds, FX trading, Equity Derivatives, Derivatives
Education
Stony Brook University 2010 — 2012
B.S., Computer Science
Suffolk County Community College 2009 — 2010
A.S., Computer Science
CY Group December 2012 - August 2013
VisualContest LLC June 2009 - August 2013
SMB-Capital July 2011 - January 2012
Skills
Internet, Day Trading, Capital Markets, Equity Trading, Proprietary Trading, Trading Strategies, Options, Electronic Trading, Trading Systems, Trading, Technical Analysis, Financial Markets, Equities, Bloomberg, Hedge Funds, FX trading, Equity Derivatives, Derivatives
Education
Stony Brook University 2010 — 2012
B.S., Computer Science
Suffolk County Community College 2009 — 2010
A.S., Computer Science
Deen Novelli Deen Novelli's SMB Capital Experience August 2013 - December 2013
Job Investment Professional, MBA Candidate
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard April 2014 - September 2015
SMB-Capital August 2013 - December 2013
Boiron December 2012 - June 2013
Willdan April 2011 - May 2012
AMIDEAST October 2010 - January 2011
Skills
Arabic, Equities, Stocks, Economics, Analysis, Equity Trading, Options Strategies, Stock Option, Index Options, Equity Derivatives, CRM, Microsoft Word, Sales, Customer Service, Financial Analysis, Leadership, Microsoft Excel, Investments, Research
Education
Temple University - Fox School of Business and Management 2015 — 2018
Master of Business Administration (MBA), Finance
Alexandria University 2010 — 2011
Arabic, Arabic Language and Literature
Temple University 2006 — 2010
Bachelor of Arts, Rhetorical Studies
Vanguard September 2015 - Present
Vanguard April 2014 - September 2015
SMB-Capital August 2013 - December 2013
Boiron December 2012 - June 2013
Willdan April 2011 - May 2012
AMIDEAST October 2010 - January 2011
Skills
Arabic, Equities, Stocks, Economics, Analysis, Equity Trading, Options Strategies, Stock Option, Index Options, Equity Derivatives, CRM, Microsoft Word, Sales, Customer Service, Financial Analysis, Leadership, Microsoft Excel, Investments, Research
Education
Temple University - Fox School of Business and Management 2015 — 2018
Master of Business Administration (MBA), Finance
Alexandria University 2010 — 2011
Arabic, Arabic Language and Literature
Temple University 2006 — 2010
Bachelor of Arts, Rhetorical Studies
Stamatis Kakleas's SMB Capital Experience August 2011 - August 2012
Job Operations Analyst at Highbridge Capital Management
Industry Financial Services
Experience
Highbridge Capital Management February 2013 - Present
UBS Financial Services June 2012 - August 2012
SMB Capital August 2011 - August 2012
Skills
Financial Modeling, Microsoft Excel, Equity Trading, Trading, Equities, Entrepreneurship, Investments, Options, Economics, Corporate Finance, Portfolio Management, Fixed Income, Analysis, Asset Management, Securities, Valuation, Hedge Funds, Capital Markets, Derivatives, Bonds, Trading Systems, Financial Markets, Technical Analysis
Education
Pennsylvania State University, Smeal College of Business 2008 — 2012
B.S., Finance
Brooklyn Technical High School 2004 — 2008
Architecture
Highbridge Capital Management February 2013 - Present
UBS Financial Services June 2012 - August 2012
SMB Capital August 2011 - August 2012
Skills
Financial Modeling, Microsoft Excel, Equity Trading, Trading, Equities, Entrepreneurship, Investments, Options, Economics, Corporate Finance, Portfolio Management, Fixed Income, Analysis, Asset Management, Securities, Valuation, Hedge Funds, Capital Markets, Derivatives, Bonds, Trading Systems, Financial Markets, Technical Analysis
Education
Pennsylvania State University, Smeal College of Business 2008 — 2012
B.S., Finance
Brooklyn Technical High School 2004 — 2008
Architecture
Chris Micsak Chris Micsak's SMB Capital Experience August 2009 - May 2010
Job Investment Professional at Haddington Ventures
Industry Oil & Energy
Experience
Haddington Ventures August 2013 - Present
BENTEK Energy May 2010 - June 2013
SMB Capital August 2009 - May 2010
Credit Suisse June 2008 - August 2008
SAC Capital June 2007 - August 2007
Alleghany Corporation June 2006 - August 2006
Manor House Restaurant 2003 - 2005
Skills
LNG, Natural Gas, European Natural Gas, European Power, Coal, Oil, Natural Gas Liquids, Financial Markets, SQL, Data Analysis, Data Mining, Energy, Energy Trading, Power Distribution, Database Management, Database Development, Petroleum, Hedging, Commodity Markets, Analysis, Gas, Energy Industry, Trading, Energy Markets, Databases, Upstream, Equities, Downstream Oil & Gas, Quantitative Analytics, Derivatives
Education
Colgate University 2005 — 2009
B.S., Economics and Asian Studies
Capital University of Economics and Business 2009 — 2009
Mandarin Chinese
Beijing Institute of Education （北京教育学院） 2008 — 2008
Mandarin Chinese
Kent Denver School 1997 — 2005
Haddington Ventures August 2013 - Present
BENTEK Energy May 2010 - June 2013
SMB Capital August 2009 - May 2010
Credit Suisse June 2008 - August 2008
SAC Capital June 2007 - August 2007
Alleghany Corporation June 2006 - August 2006
Manor House Restaurant 2003 - 2005
Skills
LNG, Natural Gas, European Natural Gas, European Power, Coal, Oil, Natural Gas Liquids, Financial Markets, SQL, Data Analysis, Data Mining, Energy, Energy Trading, Power Distribution, Database Management, Database Development, Petroleum, Hedging, Commodity Markets, Analysis, Gas, Energy Industry, Trading, Energy Markets, Databases, Upstream, Equities, Downstream Oil & Gas, Quantitative Analytics, Derivatives
Education
Colgate University 2005 — 2009
B.S., Economics and Asian Studies
Capital University of Economics and Business 2009 — 2009
Mandarin Chinese
Beijing Institute of Education （北京教育学院） 2008 — 2008
Mandarin Chinese
Kent Denver School 1997 — 2005
Heather Piscatelli's SMB Capital Experience June 2013 - August 2013
Job Treasury Services Intern at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Hughey Center for Financial Services November 2013 - May 2015
UBS Wealth Management December 2013 - February 2015
Bentley Microfinance Group January 2013 - January 2015
SMB-Capital June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Publisher, Sales, PowerPoint, Outlook, Bloomberg
Education
Bentley University 2012 — 2016
Bachelor of Applied Science (BASc), Economics and Finance
North Haven High School 2008 — 2012
J.P. Morgan June 2015 - Present
Hughey Center for Financial Services November 2013 - May 2015
UBS Wealth Management December 2013 - February 2015
Bentley Microfinance Group January 2013 - January 2015
SMB-Capital June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Publisher, Sales, PowerPoint, Outlook, Bloomberg
Education
Bentley University 2012 — 2016
Bachelor of Applied Science (BASc), Economics and Finance
North Haven High School 2008 — 2012
Javier Chen Javier Chen's SMB Capital Experience May 2013 - June 2013
Job Parttime Analyst at Goldman Sachs
Industry Banking
Experience
Self Employed July 2013 - Present
Goldman Sachs June 2015 - August 2015
Goldman Sachs January 2014 - August 2014
Bank of China June 2013 - September 2013
SMB Capital May 2013 - June 2013
Skills
Trading, Day Trading, Banking, Microsoft Office, Sterling Trader, Bloomberg, Teamwork, Derivatives, Financial Modeling, Analysis, Financial Analysis, Equities
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor's Degree, Major in Finance and Minor: Economics, 3.67 GPA
Pace University - Lubin School of Business 2011 — 2015
bb, Finance, General
Self Employed July 2013 - Present
Goldman Sachs June 2015 - August 2015
Goldman Sachs January 2014 - August 2014
Bank of China June 2013 - September 2013
SMB Capital May 2013 - June 2013
Skills
Trading, Day Trading, Banking, Microsoft Office, Sterling Trader, Bloomberg, Teamwork, Derivatives, Financial Modeling, Analysis, Financial Analysis, Equities
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor's Degree, Major in Finance and Minor: Economics, 3.67 GPA
Pace University - Lubin School of Business 2011 — 2015
bb, Finance, General
Shawn Mikol Shawn Mikol's SMB Capital Experience March 2008 - September 2008
Job Investment Management
Industry Investment Management
Experience
Mason Capital Partners January 2012 - Present
Chimera Securities January 2009 - September 2011
SMB Capital March 2008 - September 2008
Skills
Preferred Stock, Moxy, Axys, Bloomberg, MLP, REIT, GIPS Compliance, DTC, Investment Management, Portfolio Management, Asset Allocation, Alternative Investments, Risk Management, K-1
Education
SUNY Albany 2005 — 2009
BSS, Finance
Mason Capital Partners January 2012 - Present
Chimera Securities January 2009 - September 2011
SMB Capital March 2008 - September 2008
Skills
Preferred Stock, Moxy, Axys, Bloomberg, MLP, REIT, GIPS Compliance, DTC, Investment Management, Portfolio Management, Asset Allocation, Alternative Investments, Risk Management, K-1
Education
SUNY Albany 2005 — 2009
BSS, Finance
Chris Zaloom Chris Zaloom's SMB Capital Experience January 2011 - October 2011
Job NY Operations Lead at Field Street Capital Management, LLC
Industry Investment Management
Experience
Field Street Capital Management, LLC March 2015 - Present
Field Street Capital Management June 2012 - March 2015
Student Managed Investment Fund January 2012 - June 2012
Student Managed Investment Fund September 2011 - January 2012
SMB Capital January 2011 - October 2011
Merrill Lynch September 2010 - January 2011
Massey Knakal Realty Services August 2009 - October 2010
Skills
Bloomberg, Microsoft Office, Salesforce.com, Lightspeed Trading, Trading, Equity Research, Interest Rate Swaps, Hedge Funds, Bonds, Futures, Repos, FX Options, Swaptions, Derivatives, Credit Derivatives, Asset Allocation, Equities, Wealth Management, Securities, Technical Analysis, Financial Modeling, Bloomberg Terminal, Analysis
Education
Fordham University 2008 — 2012
BS, Major in Finance and Minor in Economics
Poly Prep 2004 — 2008
High School Diploma
Field Street Capital Management, LLC March 2015 - Present
Field Street Capital Management June 2012 - March 2015
Student Managed Investment Fund January 2012 - June 2012
Student Managed Investment Fund September 2011 - January 2012
SMB Capital January 2011 - October 2011
Merrill Lynch September 2010 - January 2011
Massey Knakal Realty Services August 2009 - October 2010
Skills
Bloomberg, Microsoft Office, Salesforce.com, Lightspeed Trading, Trading, Equity Research, Interest Rate Swaps, Hedge Funds, Bonds, Futures, Repos, FX Options, Swaptions, Derivatives, Credit Derivatives, Asset Allocation, Equities, Wealth Management, Securities, Technical Analysis, Financial Modeling, Bloomberg Terminal, Analysis
Education
Fordham University 2008 — 2012
BS, Major in Finance and Minor in Economics
Poly Prep 2004 — 2008
High School Diploma
Christopher Capela Christopher Capela's SMB Capital Experience September 2012 - May 2013
Job Financial Control Analyst at Sikorsky Aircraft
Industry Aviation & Aerospace
Experience
Sikorsky Aircraft June 2013 - Present
SMB Capital September 2012 - May 2013
Aetna July 2011 - September 2012
Ipsos ASI December 2007 - January 2010
Skills
Analysis, Microsoft Excel, Access, Data Analysis, Financial Analysis, Customer Service, Leadership, Project Management, Management, SAP, Hyperion, microsoft office, accounting, finance
Education
Villanova University 2015 — 2018
Master of Business Administration (MBA)
The University of Connecticut 2007 — 2011
Bachelor of Science, Finance, Economics
Sikorsky Aircraft June 2013 - Present
SMB Capital September 2012 - May 2013
Aetna July 2011 - September 2012
Ipsos ASI December 2007 - January 2010
Skills
Analysis, Microsoft Excel, Access, Data Analysis, Financial Analysis, Customer Service, Leadership, Project Management, Management, SAP, Hyperion, microsoft office, accounting, finance
Education
Villanova University 2015 — 2018
Master of Business Administration (MBA)
The University of Connecticut 2007 — 2011
Bachelor of Science, Finance, Economics
Stanley Sattler Stanley Sattler's SMB Capital Experience September 2012 - December 2012
Job Trader at Red Ivy Capital
Industry Investment Management
Experience
Red Ivy Capital September 2013 - Present
Kershner Trading Group January 2013 - July 2013
SMB Capital September 2012 - December 2012
Gitterman & Associates Wealth Management LLC February 2008 - November 2011
Primerica May 2007 - February 2008
Skills
Hedge Funds, Portfolio Management, Asset Management, Investments, Global Macro, Management, Institutional..., Bloomberg, Equities, Fixed Income, Trading, Options, Financial Modeling, Equity Trading, Derivatives
Education
The University of Connecticut School of Business
Bachelorâs Degree, Major: Finance Minor: Real Estate, GPA 4.0
Red Ivy Capital September 2013 - Present
Kershner Trading Group January 2013 - July 2013
SMB Capital September 2012 - December 2012
Gitterman & Associates Wealth Management LLC February 2008 - November 2011
Primerica May 2007 - February 2008
Skills
Hedge Funds, Portfolio Management, Asset Management, Investments, Global Macro, Management, Institutional..., Bloomberg, Equities, Fixed Income, Trading, Options, Financial Modeling, Equity Trading, Derivatives
Education
The University of Connecticut School of Business
Bachelorâs Degree, Major: Finance Minor: Real Estate, GPA 4.0
Jerry Khachoyan's SMB Capital Experience February 2015 - Present
Job Equity Trader at SMBCapital
Industry Financial Services
Experience
SMB-Capital February 2015 - Present
TheArmoTrader January 2011 - Present
Self-Employed September 2009 - February 2015
SMB Capital July 2012 - August 2012
Today Trader 2009 - 2010
Skills
Equity Trading, Financial Markets, Blogging..., Technical Analysis
Education
University of California, Los Angeles 2009 — 2013
Bachelor's degree, Political Science, Graduated
SMB-Capital February 2015 - Present
TheArmoTrader January 2011 - Present
Self-Employed September 2009 - February 2015
SMB Capital July 2012 - August 2012
Today Trader 2009 - 2010
Skills
Equity Trading, Financial Markets, Blogging..., Technical Analysis
Education
University of California, Los Angeles 2009 — 2013
Bachelor's degree, Political Science, Graduated
Yowceph Haddad's SMB Capital Experience September 2011 - February 2013
Job Proprietary Trader
Industry Financial Services
Experience
SMB Capital September 2011 - February 2013
Self-Employed April 2010 - October 2011
Kaneb Learning Center June 2008 - August 2008
Skills
Technical Equity..., Equity Trading, Series 56, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2010
BBA, Finance
SMB Capital September 2011 - February 2013
Self-Employed April 2010 - October 2011
Kaneb Learning Center June 2008 - August 2008
Skills
Technical Equity..., Equity Trading, Series 56, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2010
BBA, Finance
Patrick Traynor Patrick Traynor's SMB Capital Experience October 2008 - June 2011
Job Internal Wholesaler
Industry Financial Services
Experience
AXA Equitable July 2011 - Present
SMB Capital October 2008 - June 2011
SMB Capital October 2008 - July 2009
Michael R. Traynor Esq June 2005 - September 2008
MetLife February 2007 - May 2007
Merrill Lynch May 2006 - September 2006
Skills
Equities, Securities, Hedge Funds, Trading, Equity Trading, Investments, Series 63, Fixed Income, Portfolio Management, Mutual Funds, Trading Systems
Education
Siena College 2003 — 2007
Bachelors, Marketing and Management
AXA Equitable July 2011 - Present
SMB Capital October 2008 - June 2011
SMB Capital October 2008 - July 2009
Michael R. Traynor Esq June 2005 - September 2008
MetLife February 2007 - May 2007
Merrill Lynch May 2006 - September 2006
Skills
Equities, Securities, Hedge Funds, Trading, Equity Trading, Investments, Series 63, Fixed Income, Portfolio Management, Mutual Funds, Trading Systems
Education
Siena College 2003 — 2007
Bachelors, Marketing and Management
Xinyang Chen's SMB Capital Experience June 2014 - August 2014
Job Summer Analyst at Deutsche Bank, Student at NYU Stern School of Business, FinTech
Industry Financial Services
Experience
WhereIsMyTransport August 2015 - September 2015
Deutsche Bank June 2015 - August 2015
SMB-Capital June 2014 - August 2014
Plan Padrinos Consulting(consists of BCG, Bain, HarvardMBA, Wharton,Columbia MBA employees/students) July 2014 - July 2014
AXA Advisors February 2014 - April 2014
Bank of China June 2013 - August 2013
Global China Connection at New York University October 2012 - July 2013
Skills
Financial Analysis, Public Speaking, Financial Modeling, Data Analysis, Microsoft Office, Market Research, Leadership, Marketing Strategy, Strategic Planning, Research, Teaching, Customer Service, Python, Strategic Communications, Business Strategy, Entrepreneurship, HTML, Final Cut Pro, Photoshop, Photography
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
Bachelor's degree, Finance and Computer Science
Columbia University in the City of New York 2015 — 2015
Summer Program
University of Oxford 2013 — 2013
Visiting Student, American Government and Politics (United States) from English Perspective
WhereIsMyTransport August 2015 - September 2015
Deutsche Bank June 2015 - August 2015
SMB-Capital June 2014 - August 2014
Plan Padrinos Consulting(consists of BCG, Bain, HarvardMBA, Wharton,Columbia MBA employees/students) July 2014 - July 2014
AXA Advisors February 2014 - April 2014
Bank of China June 2013 - August 2013
Global China Connection at New York University October 2012 - July 2013
Skills
Financial Analysis, Public Speaking, Financial Modeling, Data Analysis, Microsoft Office, Market Research, Leadership, Marketing Strategy, Strategic Planning, Research, Teaching, Customer Service, Python, Strategic Communications, Business Strategy, Entrepreneurship, HTML, Final Cut Pro, Photoshop, Photography
Education
New York University - Leonard N. Stern School of Business 2012 — 2016
Bachelor's degree, Finance and Computer Science
Columbia University in the City of New York 2015 — 2015
Summer Program
University of Oxford 2013 — 2013
Visiting Student, American Government and Politics (United States) from English Perspective
Gleb Volkov Gleb Volkov's SMB Capital Experience June 2015 - Present
Job Equity Trading Intern at SMB Capital
Industry Accounting
Experience
SMB Capital June 2015 - Present
Pace University Investment Club February 2015 - Present
Enclave Financial Group February 2015 - May 2015
Colure Media September 2014 - December 2014
Adventize June 2014 - August 2014
Skills
Communication Skills, Teamwork, English, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Communications, Public Speaking, Leadership
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Bachelor’s Degree, Finance, General
Pace University - Lubin School of Business 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Gymnasium 1274 2002 — 2013
High School
SMB Capital June 2015 - Present
Pace University Investment Club February 2015 - Present
Enclave Financial Group February 2015 - May 2015
Colure Media September 2014 - December 2014
Adventize June 2014 - August 2014
Skills
Communication Skills, Teamwork, English, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Communications, Public Speaking, Leadership
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Bachelor’s Degree, Finance, General
Pace University - Lubin School of Business 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Gymnasium 1274 2002 — 2013
High School
Jeffrey Muscatello's SMB Capital Experience June 2012 - August 2013
Job Quantitative Research at Red Ivy Capital
Industry Financial Services
Experience
Red Ivy Capital September 2013 - Present
Kershner Trading Group March 2013 - August 2013
SMB Capital June 2012 - August 2013
T3 Trading Group, LLC December 2011 - July 2012
UNC Chapel Hill, Kenan-Flagler Business School December 2011 - December 2011
Pioneer Investments June 2010 - September 2011
Top Shelf Lacrosse Camps 2005 - 2009
Commonwealth Lacrosse Co 2005 - 2008
Skills
Excel, PowerPoint, Word, Microsoft Office, Series 56, Hedge Funds, Microsoft Word, Financial Analysis, Financial Modeling, Microsoft Excel, Equities, Finance, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, Business Administration
Università Commerciale 'Luigi Bocconi' / Bocconi University 2011 — 2011
Study Abroad Program, Economics and Finance
The Governor's Academy 2004 — 2008
Red Ivy Capital September 2013 - Present
Kershner Trading Group March 2013 - August 2013
SMB Capital June 2012 - August 2013
T3 Trading Group, LLC December 2011 - July 2012
UNC Chapel Hill, Kenan-Flagler Business School December 2011 - December 2011
Pioneer Investments June 2010 - September 2011
Top Shelf Lacrosse Camps 2005 - 2009
Commonwealth Lacrosse Co 2005 - 2008
Skills
Excel, PowerPoint, Word, Microsoft Office, Series 56, Hedge Funds, Microsoft Word, Financial Analysis, Financial Modeling, Microsoft Excel, Equities, Finance, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, Business Administration
Università Commerciale 'Luigi Bocconi' / Bocconi University 2011 — 2011
Study Abroad Program, Economics and Finance
The Governor's Academy 2004 — 2008
Peter Nitso Peter Nitso's SMB Capital Experience June 2013 - September 2013
Job Program Manager at Meadow Organics
Industry Investment Management
Experience
Meadow Organics December 2014 - Present
University of Oregon September 2010 - August 2014
ClearWave Investments June 2012 - October 2013
SMB-Capital June 2013 - September 2013
The Motley Fool February 2013 - May 2013
KeeneOnTheMarket.com October 2012 - May 2013
Northwestern Mutual January 2012 - July 2012
University of Oregon Investment Group March 2012 - May 2012
Oki Golf - The Golf Club at Redmond Ridge June 2008 - September 2011
Skills
Technical Analysis, Investments, Portfolio Management, Economics, Leadership, Analysis, Management, Public Speaking, Trading, Time Management, Access, Writing, Finance, Networking, Financial Analysis
Education
University of Oregon 2010 — 2014
Bachelor's Degree
Meadow Organics December 2014 - Present
University of Oregon September 2010 - August 2014
ClearWave Investments June 2012 - October 2013
SMB-Capital June 2013 - September 2013
The Motley Fool February 2013 - May 2013
KeeneOnTheMarket.com October 2012 - May 2013
Northwestern Mutual January 2012 - July 2012
University of Oregon Investment Group March 2012 - May 2012
Oki Golf - The Golf Club at Redmond Ridge June 2008 - September 2011
Skills
Technical Analysis, Investments, Portfolio Management, Economics, Leadership, Analysis, Management, Public Speaking, Trading, Time Management, Access, Writing, Finance, Networking, Financial Analysis
Education
University of Oregon 2010 — 2014
Bachelor's Degree
Gualberto Diaz's SMB Capital Experience June 2007 - December 2009
Job Partner at Xanthus Capital Management, LLC
Industry Financial Services
Experience
Xanthus Capital Management, LLC March 2012 - Present
G2 Trading September 2010 - March 2012
Hold Brothers On-line Investment Services, LLC January 2010 - August 2010
SMB Capital June 2007 - December 2009
Picasso Coach Builders Corp. May 2004 - June 2007
Skills
Equities, Series 7, Bloomberg, Equity Trading, Trading, Hedge Funds, Fixed Income, Portfolio Management, Options, Proprietary Trading, Valuation, Equity Research, Trading Systems, Asset Managment, Investments, Alternative Investments, Series 63, Derivatives, Asset Allocation, Asset Management, Bonds, Securities, Capital Markets, ETFs
Education
Bentley University 2000 — 2004
Bachelor of Science (B.S.), Finance
Don Bosco Prep 1996 — 2000
Xanthus Capital Management, LLC March 2012 - Present
G2 Trading September 2010 - March 2012
Hold Brothers On-line Investment Services, LLC January 2010 - August 2010
SMB Capital June 2007 - December 2009
Picasso Coach Builders Corp. May 2004 - June 2007
Skills
Equities, Series 7, Bloomberg, Equity Trading, Trading, Hedge Funds, Fixed Income, Portfolio Management, Options, Proprietary Trading, Valuation, Equity Research, Trading Systems, Asset Managment, Investments, Alternative Investments, Series 63, Derivatives, Asset Allocation, Asset Management, Bonds, Securities, Capital Markets, ETFs
Education
Bentley University 2000 — 2004
Bachelor of Science (B.S.), Finance
Don Bosco Prep 1996 — 2000
Xiaojieke (Jack) Shi Xiaojieke (Jack) Shi's SMB Capital Experience May 2014 - September 2014
Job Derivatives Trader
Industry Investment Management
Experience
Assay Capital Management October 2011 - Present
Shanghai Shanbian Electricity Infrastructure Inc. June 2011 - Present
SMB-Capital May 2014 - September 2014
Guotai Junan Securities Co., Ltd December 2012 - January 2013
RBC May 2012 - July 2012
Skills
Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Arts (B.A.), Finance
HKUST Business School 2013 — 2014
Exchange, Finance, General
Assay Capital Management October 2011 - Present
Shanghai Shanbian Electricity Infrastructure Inc. June 2011 - Present
SMB-Capital May 2014 - September 2014
Guotai Junan Securities Co., Ltd December 2012 - January 2013
RBC May 2012 - July 2012
Skills
Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Arts (B.A.), Finance
HKUST Business School 2013 — 2014
Exchange, Finance, General
Jay Zalowitz Jay Zalowitz's SMB Capital Experience 2009 - 2010
Job Previously at Make: ExTechnical CoFounder at Generator Lab
Industry Information Technology and Services
Experience
Maker Media September 2014 - March 2015
Generator Lab, Inc. August 2012 - August 2014
Financial Times February 2011 - August 2012
Google June 2010 - August 2010
SMB Capital 2009 - 2010
Clwillard 2008 - 2009
Skills
Blogging, Social Media, Social Networking, Google Adwords, CSS, Editing, Online Marketing, Web Analytics, Social Media Marketing, Training, Sales, MySQL, SEO, E-commerce, Digital Media, Management, Newsletters, Digital Marketing, Online Advertising, PHP, JavaScript, Email Marketing, Web Developers, Mobile Applications, User Experience, Scalability, Search Engine Ranking, Solr, Entrepreneurship, Strategic Partnerships, Machine Learning, Leadership, Feature Extraction, Data Analytics, Business Development, Web Crawling, Lucene, Apache, Linux, ElasticSearch, Ruby on Rails, System Administration, Google Analytics, WordPress, Web Development, SEM, ruby, PostgreSQL, Amazon Web Services..., Heroku
Education
Seton Hall University 2007 — 2011
Bachelor of Science (B.S.), Two majors Finance, Information Technology Management & A Minor in Economics
Maker Media September 2014 - March 2015
Generator Lab, Inc. August 2012 - August 2014
Financial Times February 2011 - August 2012
Google June 2010 - August 2010
SMB Capital 2009 - 2010
Clwillard 2008 - 2009
Skills
Blogging, Social Media, Social Networking, Google Adwords, CSS, Editing, Online Marketing, Web Analytics, Social Media Marketing, Training, Sales, MySQL, SEO, E-commerce, Digital Media, Management, Newsletters, Digital Marketing, Online Advertising, PHP, JavaScript, Email Marketing, Web Developers, Mobile Applications, User Experience, Scalability, Search Engine Ranking, Solr, Entrepreneurship, Strategic Partnerships, Machine Learning, Leadership, Feature Extraction, Data Analytics, Business Development, Web Crawling, Lucene, Apache, Linux, ElasticSearch, Ruby on Rails, System Administration, Google Analytics, WordPress, Web Development, SEM, ruby, PostgreSQL, Amazon Web Services..., Heroku
Education
Seton Hall University 2007 — 2011
Bachelor of Science (B.S.), Two majors Finance, Information Technology Management & A Minor in Economics
Connor Murphy Connor Murphy's SMB Capital Experience August 2007 - December 2009
Job Partner at Xanthus Capital Management, LLC
Industry Financial Services
Experience
Xanthus Capital Management, LLC March 2012 - Present
G-2 Trading September 2010 - April 2012
Hold Brothers On-line Investment Services, LLC January 2010 - August 2010
SMB-Capital August 2007 - December 2009
Skills
Series 7, Equity Trading, Options, Equities, Trading, Bloomberg
Education
The University of Connecticut
Bachelor of Science (BS), History, Political Science
ps 35
Xanthus Capital Management, LLC March 2012 - Present
G-2 Trading September 2010 - April 2012
Hold Brothers On-line Investment Services, LLC January 2010 - August 2010
SMB-Capital August 2007 - December 2009
Skills
Series 7, Equity Trading, Options, Equities, Trading, Bloomberg
Education
The University of Connecticut
Bachelor of Science (BS), History, Political Science
ps 35
Christian Noschese Christian Noschese's SMB Capital Experience January 2015 - Present
Job Student at Pace University Lubin School of Business
Industry Investment Management
Experience
SMB Capital January 2015 - Present
Beta Alpha Psi - Iota Lambda Chapter May 2015 - Present
Kahala PetLand 2011 - 2014
Skills
Street Smart Edge..., Equity Trading, Technical Analysis, Finance, Economics, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, PowerPoint, Customer Service, Up-selling, Social Media, Budgeting
Education
Pace University - Lubin School of Business 2014 — 2016
Finance/Economics
Kapiolani Community College 2011 — 2014
Associate of Arts (A.A.)
kalani high school
SMB Capital January 2015 - Present
Beta Alpha Psi - Iota Lambda Chapter May 2015 - Present
Kahala PetLand 2011 - 2014
Skills
Street Smart Edge..., Equity Trading, Technical Analysis, Finance, Economics, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, PowerPoint, Customer Service, Up-selling, Social Media, Budgeting
Education
Pace University - Lubin School of Business 2014 — 2016
Finance/Economics
Kapiolani Community College 2011 — 2014
Associate of Arts (A.A.)
kalani high school
Geoffrey Horton Geoffrey Horton's SMB Capital Experience May 2012 - August 2012
Job Structured Products Research CLO/Commercial ABS Analyst
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo January 2014 - August 2015
Deutsche Bank July 2013 - January 2014
Montag Wealth Management August 2012 - November 2012
SMB Capital May 2012 - August 2012
Montag Wealth Management May 2011 - August 2011
Skills
Investments, Fundamental Analysis, Options Trading, Microsoft Word, Microsoft Excel, PowerPoint, Matlab, Bloomberg Terminal, VBA, Trading, Equities, Portfolio Management, Fixed Income, Finance, Options, FX Options
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Industrial & Systems Engineering
University of California, Berkeley - Extension
Effingham County High School 2005 — 2009
High School Diploma
Wells Fargo Securities August 2015 - Present
Wells Fargo January 2014 - August 2015
Deutsche Bank July 2013 - January 2014
Montag Wealth Management August 2012 - November 2012
SMB Capital May 2012 - August 2012
Montag Wealth Management May 2011 - August 2011
Skills
Investments, Fundamental Analysis, Options Trading, Microsoft Word, Microsoft Excel, PowerPoint, Matlab, Bloomberg Terminal, VBA, Trading, Equities, Portfolio Management, Fixed Income, Finance, Options, FX Options
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Industrial & Systems Engineering
University of California, Berkeley - Extension
Effingham County High School 2005 — 2009
High School Diploma
Wei De (William) Zhang Wei De (William) Zhang's SMB Capital Experience 2011 - September 2011
Job Account Associate at Vandis
Industry Financial Services
Experience
State Street Alternative Investment Solutions July 2015 - Present
Vandis October 2013 - July 2015
T3 Trading Group, LLC September 2012 - July 2013
SMB-Capital 2011 - September 2011
Bank of America Merrill Lynch October 2010 - December 2010
Home Decor Expo 2007 - 2008
Skills
Bloomberg Terminal, Reuters, Bloomberg, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Fixed Income, QuickBooks, Morningstar, Access, Corporate Finance, Capital IQ, Equity Trading, Cantonese, Mandarin, Lotus Notes, Financial Statement..., Equity Research, Valuation, Chartered Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance
Stony Brook University 2007 — 2009
Bachelor, Business Administration
State Street Alternative Investment Solutions July 2015 - Present
Vandis October 2013 - July 2015
T3 Trading Group, LLC September 2012 - July 2013
SMB-Capital 2011 - September 2011
Bank of America Merrill Lynch October 2010 - December 2010
Home Decor Expo 2007 - 2008
Skills
Bloomberg Terminal, Reuters, Bloomberg, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Fixed Income, QuickBooks, Morningstar, Access, Corporate Finance, Capital IQ, Equity Trading, Cantonese, Mandarin, Lotus Notes, Financial Statement..., Equity Research, Valuation, Chartered Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance
Stony Brook University 2007 — 2009
Bachelor, Business Administration
Cole Starbuck Cole Starbuck's SMB Capital Experience May 2012 - May 2013
Job Market Regulatory Analyst at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) January 2015 - Present
Citi February 2014 - January 2015
Janus Capital Group October 2013 - January 2014
SMB Capital May 2012 - May 2013
Skills
Equities, Investments, Derivatives, Trading, Portfolio Management, Financial Analysis, Securities, Analysis, Management
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2012
Bachelor of Business Administration (BBA) with an Emphasis in Finance, Finance, Economics
bromfield
Financial Industry Regulatory Authority (FINRA) January 2015 - Present
Citi February 2014 - January 2015
Janus Capital Group October 2013 - January 2014
SMB Capital May 2012 - May 2013
Skills
Equities, Investments, Derivatives, Trading, Portfolio Management, Financial Analysis, Securities, Analysis, Management
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2012
Bachelor of Business Administration (BBA) with an Emphasis in Finance, Finance, Economics
bromfield
Michael Melissinos Michael Melissinos's SMB Capital Experience 2009 - 2011
Job Owner of Melissinos Trading
Industry Investment Management
Experience
Melissinos Trading, LLC 2011 - Present
SMB Capital 2009 - 2011
Bear Stearns & JPMorgan 2007 - 2009
Rothstein Kass 2007 - 2007
Skills
Investments, Options, Asset Managment, Risk Management, Asset Allocation, Investment Management, Due Diligence, Investment Strategies, Financial Services, Asset Management, Managed Futures, Commodity
Education
Seton Hall University 2002 — 2006
Accounting
Christian Brothers Academy 1998 — 2002
Melissinos Trading, LLC 2011 - Present
SMB Capital 2009 - 2011
Bear Stearns & JPMorgan 2007 - 2009
Rothstein Kass 2007 - 2007
Skills
Investments, Options, Asset Managment, Risk Management, Asset Allocation, Investment Management, Due Diligence, Investment Strategies, Financial Services, Asset Management, Managed Futures, Commodity
Education
Seton Hall University 2002 — 2006
Accounting
Christian Brothers Academy 1998 — 2002
Harkirat Singh Kamboj Harkirat Singh Kamboj's SMB Capital Experience January 2013 - May 2013
Job Student at Baruch College, City University of New York (CUNY)
Industry Accounting
Experience
Kismet Trading Inc. June 2013 - Present
Morgan Stanley May 2014 - September 2014
SMB-Capital January 2013 - May 2013
Bank of America Merrill Lynch October 2011 - November 2012
The Gottesman Company June 2010 - October 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Management, Public Speaking, Research, Strategic Planning, Leadership, PowerPoint, Project Management, Investments
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master's degree, Accounting
Queens College
Bachelor's degree, Economics
Kismet Trading Inc. June 2013 - Present
Morgan Stanley May 2014 - September 2014
SMB-Capital January 2013 - May 2013
Bank of America Merrill Lynch October 2011 - November 2012
The Gottesman Company June 2010 - October 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Management, Public Speaking, Research, Strategic Planning, Leadership, PowerPoint, Project Management, Investments
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master's degree, Accounting
Queens College
Bachelor's degree, Economics
Jonathan Maula Jonathan Maula's SMB Capital Experience June 2010 - July 2011
Job U.S. Equity Trader
Industry Financial Services
Experience
Self Employed Equity Trader June 2011 - Present
SMB Capital June 2010 - July 2011
Ramcorp Wire & Cable May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Pocono Wellness & Sports Center January 2005 - August 2007
Skills
Finance, Accounting, Stocks, Equities, Financial Analysis, Financial Modeling, Trading, Investments, Microsoft Excel, Risk Management, Options, Politics, Web Development, Client Service Oriented, Government, Portfolio Management, Entrepreneurship, Marketing
Education
La Salle University 2006 — 2010
Bachelor of Science in Business Administration Degree, Finance/Accounting
Notre Dame 2002 — 2006
Self Employed Equity Trader June 2011 - Present
SMB Capital June 2010 - July 2011
Ramcorp Wire & Cable May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Pocono Wellness & Sports Center January 2005 - August 2007
Skills
Finance, Accounting, Stocks, Equities, Financial Analysis, Financial Modeling, Trading, Investments, Microsoft Excel, Risk Management, Options, Politics, Web Development, Client Service Oriented, Government, Portfolio Management, Entrepreneurship, Marketing
Education
La Salle University 2006 — 2010
Bachelor of Science in Business Administration Degree, Finance/Accounting
Notre Dame 2002 — 2006
Bangzheng He's SMB Capital Experience January 2013 - March 2013
Job Graduate Student at Stanford
Industry Research
Experience
DIA Associates June 2013 - September 2013
New York University February 2013 - July 2013
Shop Cube November 2012 - May 2013
SMB-Capital January 2013 - March 2013
Beihang University February 2010 - June 2010
Beihang University November 2008 - March 2010
Beihang University September 2008 - February 2009
Beihang University September 2008 - February 2009
Skills
Matlab, Microsoft Excel, Data Analysis, Statistics, Photoshop, Analytics, Social Media Marketing, Risk Management, Python, C++
Education
Stanford University 2014 — 2016
Master's Degree, Data Science
New York University, Courant Institute of Mathematical Science 2011 — 2013
Master of Science, Mathematics, 3.71 out of 4
Beihang University (BUAA), School of Advanced Engineering 2006 — 2010
Bachelor of Science, Mathematics & Applied Mathematics, 3.8 out of 4
DIA Associates June 2013 - September 2013
New York University February 2013 - July 2013
Shop Cube November 2012 - May 2013
SMB-Capital January 2013 - March 2013
Beihang University February 2010 - June 2010
Beihang University November 2008 - March 2010
Beihang University September 2008 - February 2009
Beihang University September 2008 - February 2009
Skills
Matlab, Microsoft Excel, Data Analysis, Statistics, Photoshop, Analytics, Social Media Marketing, Risk Management, Python, C++
Education
Stanford University 2014 — 2016
Master's Degree, Data Science
New York University, Courant Institute of Mathematical Science 2011 — 2013
Master of Science, Mathematics, 3.71 out of 4
Beihang University (BUAA), School of Advanced Engineering 2006 — 2010
Bachelor of Science, Mathematics & Applied Mathematics, 3.8 out of 4
Jeff Solimine's SMB Capital Experience June 2010 - November 2011
Job Assistant Vice President at Accountemps
Industry Staffing and Recruiting
Experience
Accountemps May 2012 - Present
RJS Proprietary Trading December 2011 - April 2012
SMB-Capital June 2010 - November 2011
Keystone Trading Group June 2009 - August 2009
Blue Marble Research June 2007 - August 2008
Skills
Temporary Staffing, Internet Recruiting, Executive Search, Permanent Placement, Temporary Placement, Recruiting, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Staffing Services, Cold Calling, College Recruiting, Benefits Negotiation, Hiring, Screening Resumes, Resume Writing, Contract Recruitment, Building Relationships, Human Resources, Staff Augmentation, Recruiters, New Hire Orientations, Employee Benefits, Interview Preparation, Client Development, Search, Business Networking, Career Counseling, Recruitment Advertising, Financial Recruiting, Corporate Recruiting, Interviews, Job Coaching, Candidate Generation, Leadership, Time Management, Reference Checking, Screening, Onboarding, Graduate Recruitment, PeopleSoft, Job Fairs, Benefits Administration, Industrial Sector, Sourcing, Finance, Payroll, Equity Trading, Options
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Finance
Accountemps May 2012 - Present
RJS Proprietary Trading December 2011 - April 2012
SMB-Capital June 2010 - November 2011
Keystone Trading Group June 2009 - August 2009
Blue Marble Research June 2007 - August 2008
Skills
Temporary Staffing, Internet Recruiting, Executive Search, Permanent Placement, Temporary Placement, Recruiting, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Staffing Services, Cold Calling, College Recruiting, Benefits Negotiation, Hiring, Screening Resumes, Resume Writing, Contract Recruitment, Building Relationships, Human Resources, Staff Augmentation, Recruiters, New Hire Orientations, Employee Benefits, Interview Preparation, Client Development, Search, Business Networking, Career Counseling, Recruitment Advertising, Financial Recruiting, Corporate Recruiting, Interviews, Job Coaching, Candidate Generation, Leadership, Time Management, Reference Checking, Screening, Onboarding, Graduate Recruitment, PeopleSoft, Job Fairs, Benefits Administration, Industrial Sector, Sourcing, Finance, Payroll, Equity Trading, Options
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Finance
Julian He Julian He's SMB Capital Experience May 2012 - August 2012
Job Market Risk Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
JPMorgan Chase June 2013 - August 2013
SMB-Capital May 2012 - August 2012
LiveIntent, Inc. June 2011 - August 2011
Skills
Valuation, Research, Programming, Data Analysis, Financial Analysis, Analysis, Investments, Trading, Risk Management
Education
Princeton University 2010 — 2014
BSE, Operations Research and Financial Engineering
EBHS 2006 — 2010
JPMorgan Chase June 2014 - Present
JPMorgan Chase June 2013 - August 2013
SMB-Capital May 2012 - August 2012
LiveIntent, Inc. June 2011 - August 2011
Skills
Valuation, Research, Programming, Data Analysis, Financial Analysis, Analysis, Investments, Trading, Risk Management
Education
Princeton University 2010 — 2014
BSE, Operations Research and Financial Engineering
EBHS 2006 — 2010
Harry Theurer Harry Theurer's SMB Capital Experience June 2012 - August 2012
Job Surface Warfare Officer at US Navy
Industry Capital Markets
Experience
US Navy January 2014 - Present
SMB Capital June 2012 - August 2012
Skills
Excel, Microsoft Office, Word, Social Media, Bloomberg Terminal, Stata, Minitab
Education
Penn State University 2010 — 2012
B.S., Economics
US Navy January 2014 - Present
SMB Capital June 2012 - August 2012
Skills
Excel, Microsoft Office, Word, Social Media, Bloomberg Terminal, Stata, Minitab
Education
Penn State University 2010 — 2012
B.S., Economics
Jerrell Anderson Jerrell Anderson's SMB Capital Experience September 2014 - Present
Job Fellow at New York Needs You (NYNY)
Industry Computer Software
Experience
SMB-Capital September 2014 - Present
New York Needs You July 2014 - Present
NABA Baruch Chapter October 2013 - Present
Urban Male Leadership Academy July 2013 - Present
J.H Darbie & Co June 2014 - August 2014
New York Cares January 2014 - April 2014
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Financial Modeling
Education
City University of New York-Baruch College 2013 — 2017
Bachelor's Degree, Finance and Investments, Rising Sophmore
SMB-Capital September 2014 - Present
New York Needs You July 2014 - Present
NABA Baruch Chapter October 2013 - Present
Urban Male Leadership Academy July 2013 - Present
J.H Darbie & Co June 2014 - August 2014
New York Cares January 2014 - April 2014
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Financial Modeling
Education
City University of New York-Baruch College 2013 — 2017
Bachelor's Degree, Finance and Investments, Rising Sophmore
Jeff Tomasulo's SMB Capital Experience March 2008 - May 2010
Job CEO and Founder at Vespula Capital LLC
Industry Investment Management
Experience
Vespula Capital LLC January 2014 - Present
CNBC April 2009 - Present
Belpointe May 2010 - May 2015
Leenan LLC June 2005 - May 2011
SMB Capital March 2008 - May 2010
Breakwater Trading September 2005 - March 2006
The Trade, Internet Radio Show Sponsored by E*Trade Financial April 2002 - April 2003
Momentum Securities (acquired by E*Trade Financial) August 1999 - July 2002
Datek Securities April 1996 - June 1999
The Council of State Governments June 1995 - March 1996
Skills
Alternative Investments, Hedge Funds, Commodity, Equities, Trading, Series 7, Securities, Investments, Capital Markets, Asset Allocation, Portfolio Management, Equity Trading, Options, Financial Markets, Technical Analysis, Trading Systems, Derivatives, Proprietary Trading, Stocks, Traders, Financial Risk..., Risk Management..., Financial Advisory, Diversification, US Treasuries, Currency Futures
Education
William E. Simon School of Business 2013 — 2014
Master's degree, Finance
University of Rochester 1991 — 1995
BA, Political Science
New York Finance Institute
Vespula Capital LLC January 2014 - Present
CNBC April 2009 - Present
Belpointe May 2010 - May 2015
Leenan LLC June 2005 - May 2011
SMB Capital March 2008 - May 2010
Breakwater Trading September 2005 - March 2006
The Trade, Internet Radio Show Sponsored by E*Trade Financial April 2002 - April 2003
Momentum Securities (acquired by E*Trade Financial) August 1999 - July 2002
Datek Securities April 1996 - June 1999
The Council of State Governments June 1995 - March 1996
Skills
Alternative Investments, Hedge Funds, Commodity, Equities, Trading, Series 7, Securities, Investments, Capital Markets, Asset Allocation, Portfolio Management, Equity Trading, Options, Financial Markets, Technical Analysis, Trading Systems, Derivatives, Proprietary Trading, Stocks, Traders, Financial Risk..., Risk Management..., Financial Advisory, Diversification, US Treasuries, Currency Futures
Education
William E. Simon School of Business 2013 — 2014
Master's degree, Finance
University of Rochester 1991 — 1995
BA, Political Science
New York Finance Institute
Stephen Youdeem Stephen Youdeem's SMB Capital Experience January 2011 - June 2011
Job Licensed Real Estate Salesperson at Real New York Properties
Industry Real Estate
Experience
REAL New York May 2015 - Present
Cornice, LLC November 2012 - Present
9Alpha Capital February 2012 - May 2012
3D Trading, LLC. September 2011 - October 2011
SMB-Capital January 2011 - June 2011
Savanna Real Estate Fund June 2010 - August 2010
Broadpoint Gleacher July 2008 - August 2008
The Country Club of Purchase July 2007 - August 2007
Skills
Hedge Funds, Fixed Income, Equities, Trading, Private Equity, Factiva, Financial Modeling, Bloomberg, Capital Markets, Emerging Markets, Corporate Finance, Investment Banking, Bloomberg Terminal, Equity Research, Analysis, Risk Management, Alternative Investments, Quantitative Analytics, Securities, Due Diligence, Investments, Mutual Funds, Valuation, Derivatives
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, GPA: 3.61 - Cum Laude
The George Washington University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
REAL New York May 2015 - Present
Cornice, LLC November 2012 - Present
9Alpha Capital February 2012 - May 2012
3D Trading, LLC. September 2011 - October 2011
SMB-Capital January 2011 - June 2011
Savanna Real Estate Fund June 2010 - August 2010
Broadpoint Gleacher July 2008 - August 2008
The Country Club of Purchase July 2007 - August 2007
Skills
Hedge Funds, Fixed Income, Equities, Trading, Private Equity, Factiva, Financial Modeling, Bloomberg, Capital Markets, Emerging Markets, Corporate Finance, Investment Banking, Bloomberg Terminal, Equity Research, Analysis, Risk Management, Alternative Investments, Quantitative Analytics, Securities, Due Diligence, Investments, Mutual Funds, Valuation, Derivatives
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, GPA: 3.61 - Cum Laude
The George Washington University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Andrew Guttormsen's SMB Capital Experience June 2010 - November 2011
Job Growth at Fedora
Industry Internet
Experience
Fedora May 2015 - Present
Real Growth Marketing January 2014 - April 2015
Exploreous January 2012 - November 2013
SMB Capital June 2010 - November 2011
Skills
Growth Strategies, Customer Acquisition, Startup Marketing, Online Marketing, Business Development, Strategic Partnerships, Social Media Marketing, Copywriting, Content Marketing, Community Management, Conversion Optimization, Digital Marketing, Risk Management, Facebook Marketing, Webinar Development, Product Management, Building Customer..., Email Marketing, Marketing Analytics, P&L Responsibility, SEM, Brand Development, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Finance
Fedora May 2015 - Present
Real Growth Marketing January 2014 - April 2015
Exploreous January 2012 - November 2013
SMB Capital June 2010 - November 2011
Skills
Growth Strategies, Customer Acquisition, Startup Marketing, Online Marketing, Business Development, Strategic Partnerships, Social Media Marketing, Copywriting, Content Marketing, Community Management, Conversion Optimization, Digital Marketing, Risk Management, Facebook Marketing, Webinar Development, Product Management, Building Customer..., Email Marketing, Marketing Analytics, P&L Responsibility, SEM, Brand Development, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Finance
Anthony Gentile's SMB Capital Experience September 2006 - January 2007
Job Fund Manager
Industry Capital Markets
Experience
Park Fifteen Capital February 2007 - Present
SMB Capital September 2006 - January 2007
Bright Trading LLC May 2003 - July 2006
Lord & Taylor November 2001 - May 2003
TAC Worldwide October 1997 - July 1999
Tribune Company August 1996 - October 1997
Andersen Consulting July 1992 - August 1996
Skills
Equities, Futures, Futures Trading, Equity Indices, Managed Futures
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance and Strategy
Sciences Po 2000 — 2000
Certificate, with Honors, The European Union
The Ohio State University 1988 — 1992
BSEE, Electrical Engineering
Park Fifteen Capital February 2007 - Present
SMB Capital September 2006 - January 2007
Bright Trading LLC May 2003 - July 2006
Lord & Taylor November 2001 - May 2003
TAC Worldwide October 1997 - July 1999
Tribune Company August 1996 - October 1997
Andersen Consulting July 1992 - August 1996
Skills
Equities, Futures, Futures Trading, Equity Indices, Managed Futures
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance and Strategy
Sciences Po 2000 — 2000
Certificate, with Honors, The European Union
The Ohio State University 1988 — 1992
BSEE, Electrical Engineering
Evan Seidenberg's SMB Capital Experience June 2009 - August 2009
Job Healthcare Investment Banking Associate at CIT Group
Industry Investment Banking
Experience
CIT Group November 2013 - Present
Wells Fargo Securities October 2011 - October 2013
Ladenburg Thalmann September 2009 - September 2011
SMB-Capital June 2009 - August 2009
GlobeOp Financial Services May 2008 - August 2008
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance / Accouting
CIT Group November 2013 - Present
Wells Fargo Securities October 2011 - October 2013
Ladenburg Thalmann September 2009 - September 2011
SMB-Capital June 2009 - August 2009
GlobeOp Financial Services May 2008 - August 2008
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance / Accouting
Kevin Bartel's SMB Capital Experience September 2010 - October 2012
Job Senior Financial Adviser at Larkspur Financial Advisors
Industry Investment Management
Experience
Larkspur Financial Advisors April 2014 - Present
Financial Adviser April 2014 - Present
Merrill Lynch June 2012 - April 2014
SMB-Capital September 2010 - October 2012
Chimera Securities June 2009 - February 2010
Arbex Trading of San Francisco March 2008 - May 2009
Education
Dominican University of California 2005 — 2007
Master of Business Administration (MBA), Global Strategic Management
Larkspur Financial Advisors April 2014 - Present
Financial Adviser April 2014 - Present
Merrill Lynch June 2012 - April 2014
SMB-Capital September 2010 - October 2012
Chimera Securities June 2009 - February 2010
Arbex Trading of San Francisco March 2008 - May 2009
Education
Dominican University of California 2005 — 2007
Master of Business Administration (MBA), Global Strategic Management
Brandon Cunningham's SMB Capital Experience 2011 - 2013
Job Change Agent | Project Manager | Consultant
Industry Management Consulting
Experience
The Reilly Group 2012 - Present
SMB-Capital 2011 - 2013
Clark County January 2002 - October 2012
Bright Trading December 2009 - February 2011
BikeBet June 2005 - October 2006
Morati North America January 2003 - January 2004
Able Learning LLC January 2001 - January 2002
Chequamegon Group June 2000 - January 2002
Town of La Pointe-Madeline Island October 1999 - December 2001
Clark County June 1998 - October 2000
Skills
Project Management, Change Management, Organizational..., Culture Change, Process Improvement, Financial Markets, Stakeholder Engagement, Technical Analysis, Business Strategy, Strategic Planning, Organizational Culture, Project Planning, Securities, Strategic Communications, Risk Management, Trading Systems, Options, Organizational..., Organizational Behavior, Organizational..., Management, Strategy, Leadership
Education
The University of Montana 1997 — 1998
Master of Public Administration (MPA), Organizational Behavior
University of Wisconsin-Madison 1991 — 1995
BA Political Philosophy, Behavioral Science
The Reilly Group 2012 - Present
SMB-Capital 2011 - 2013
Clark County January 2002 - October 2012
Bright Trading December 2009 - February 2011
BikeBet June 2005 - October 2006
Morati North America January 2003 - January 2004
Able Learning LLC January 2001 - January 2002
Chequamegon Group June 2000 - January 2002
Town of La Pointe-Madeline Island October 1999 - December 2001
Clark County June 1998 - October 2000
Skills
Project Management, Change Management, Organizational..., Culture Change, Process Improvement, Financial Markets, Stakeholder Engagement, Technical Analysis, Business Strategy, Strategic Planning, Organizational Culture, Project Planning, Securities, Strategic Communications, Risk Management, Trading Systems, Options, Organizational..., Organizational Behavior, Organizational..., Management, Strategy, Leadership
Education
The University of Montana 1997 — 1998
Master of Public Administration (MPA), Organizational Behavior
University of Wisconsin-Madison 1991 — 1995
BA Political Philosophy, Behavioral Science
Philip Andolino's SMB Capital Experience September 2009 - December 2010
Job at Barclays
Industry Investment Banking
Experience
Barclays November 2014 - Present
BNP Paribas December 2010 - November 2014
SMB Capital September 2009 - December 2010
Alvarez & Marsal Taxand, LLC 2007 - 2008
Skills
Financial Modeling, Tax, Capital Markets, Finance, Data Analysis
Education
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
The George Washington University - School of Business 2005 — 2009
Magna Cum Laude
Barclays November 2014 - Present
BNP Paribas December 2010 - November 2014
SMB Capital September 2009 - December 2010
Alvarez & Marsal Taxand, LLC 2007 - 2008
Skills
Financial Modeling, Tax, Capital Markets, Finance, Data Analysis
Education
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
The George Washington University - School of Business 2005 — 2009
Magna Cum Laude
Bryan Getz, CFA's SMB Capital Experience June 2009 - May 2010
Job Trading Assistant/Risk at Trend Capital Management LP
Industry Financial Services
Experience
Trend Capital Management LP May 2014 - Present
Trend Capital Management LP October 2011 - May 2014
Silver Point Capital March 2011 - October 2011
Shumway Capital Partners October 2010 - March 2011
SMB Capital June 2009 - May 2010
Chestnut Ridge Capital June 2008 - August 2008
Education
Penn State University 2005 — 2009
B.S./ B.A., Finance / Economics
Trend Capital Management LP May 2014 - Present
Trend Capital Management LP October 2011 - May 2014
Silver Point Capital March 2011 - October 2011
Shumway Capital Partners October 2010 - March 2011
SMB Capital June 2009 - May 2010
Chestnut Ridge Capital June 2008 - August 2008
Education
Penn State University 2005 — 2009
B.S./ B.A., Finance / Economics
Jeffrey Derose's SMB Capital Experience June 2013 - May 2014
Job Equity Trader / Software Engineer
Industry Financial Services
Experience
CrowdKast July 2015 - Present
OpenFin June 2015 - July 2015
SMB Capital June 2013 - May 2014
Chelsea Financial Services July 2008 - August 2012
Skills
C++, SAS Programming, Python, Financial Modeling, Equities, Investments, Valuation, Fixed Income, Finance, Equity Trading, Series 63, Options, Hedge Funds, Trading, Series 7, Financial Analysis, Capital Markets, Equity Valuation, Microsoft Excel, Securities, Asset Management, Investment Strategies, Derivatives, Uniform Combined State..., Fund Of Funds, Proprietary Trading, Forecasting, Corporate Finance, Mutual Funds, ETFs, Bonds, Alternative Investments, Financial Statement..., Asset Allocation, Investment Advisory, Trading Strategies, Risk Management, Equity Research, Speculation, Bloomberg, Trading Systems, Bloomberg Terminal, Financial Markets, Hedging, Equity Derivatives, FINRA, Portfolio Management, Analysis
Education
City University of New York-College of Staten Island 2014 — 2016
Associate's Degree, Computer Science, Programming Concentration, 3.0
City University of New York-College of Staten Island 2014 — 2016
Advanced Certificate in Business Analysis of Large Scale Data
City University of New York 2007 — 2014
Bachelor's Degree, Finance, General
CrowdKast July 2015 - Present
OpenFin June 2015 - July 2015
SMB Capital June 2013 - May 2014
Chelsea Financial Services July 2008 - August 2012
Skills
C++, SAS Programming, Python, Financial Modeling, Equities, Investments, Valuation, Fixed Income, Finance, Equity Trading, Series 63, Options, Hedge Funds, Trading, Series 7, Financial Analysis, Capital Markets, Equity Valuation, Microsoft Excel, Securities, Asset Management, Investment Strategies, Derivatives, Uniform Combined State..., Fund Of Funds, Proprietary Trading, Forecasting, Corporate Finance, Mutual Funds, ETFs, Bonds, Alternative Investments, Financial Statement..., Asset Allocation, Investment Advisory, Trading Strategies, Risk Management, Equity Research, Speculation, Bloomberg, Trading Systems, Bloomberg Terminal, Financial Markets, Hedging, Equity Derivatives, FINRA, Portfolio Management, Analysis
Education
City University of New York-College of Staten Island 2014 — 2016
Associate's Degree, Computer Science, Programming Concentration, 3.0
City University of New York-College of Staten Island 2014 — 2016
Advanced Certificate in Business Analysis of Large Scale Data
City University of New York 2007 — 2014
Bachelor's Degree, Finance, General
Anthony Gray's SMB Capital Experience May 2010 - September 2010
Job Investment Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Bloomberg LP May 2012 - August 2013
Bloomberg LP April 2011 - May 2012
SMB Capital May 2010 - September 2010
Plum TV October 2006 - November 2008
Skills
Bloomberg, Bloomberg Terminal, Digital Media, Equity Research, Blogging, Social Media Marketing, Finance, Advertising, Market Research, Marketing Strategy, Social Networking, Fixed Income, Final Cut Pro, Media Relations, Broadcast, Financial Markets, Public Speaking, Facebook, Mutual Funds, Investments, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Wesleyan University 2002 — 2006
BA, American Studies
montclair kimberley 1999 — 2002
J.P. Morgan September 2013 - Present
Bloomberg LP May 2012 - August 2013
Bloomberg LP April 2011 - May 2012
SMB Capital May 2010 - September 2010
Plum TV October 2006 - November 2008
Skills
Bloomberg, Bloomberg Terminal, Digital Media, Equity Research, Blogging, Social Media Marketing, Finance, Advertising, Market Research, Marketing Strategy, Social Networking, Fixed Income, Final Cut Pro, Media Relations, Broadcast, Financial Markets, Public Speaking, Facebook, Mutual Funds, Investments, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Wesleyan University 2002 — 2006
BA, American Studies
montclair kimberley 1999 — 2002
Ryan Ohliger's SMB Capital Experience January 2009 - December 2009
Job Director at Solomon Page Group Executive Consulting & Advisory Financial Services Division Global Banking
Industry Management Consulting
Experience
Solomon Page Group December 2009 - Present
VeePiO August 2014 - Present
SMB-Capital January 2009 - December 2009
Education
Boston College 2004 — 2009
Bachelor of Science (B.S.), Finance
Solomon Page Group December 2009 - Present
VeePiO August 2014 - Present
SMB-Capital January 2009 - December 2009
Education
Boston College 2004 — 2009
Bachelor of Science (B.S.), Finance
Biao Peng's SMB Capital Experience May 2012 - February 2013
Job trader at selfemployed
Industry Investment Management
Experience
self-employed January 2013 - Present
SMB capital May 2012 - February 2013
WTS Proprietary Trading Group, LLC February 2011 - April 2012
Skills
Proprietary Trading, Trading Strategies, Trading Systems, Electronic Trading, Trading
Education
New York Institute of Technology 2009 — 2011
self-employed January 2013 - Present
SMB capital May 2012 - February 2013
WTS Proprietary Trading Group, LLC February 2011 - April 2012
Skills
Proprietary Trading, Trading Strategies, Trading Systems, Electronic Trading, Trading
Education
New York Institute of Technology 2009 — 2011
Heath Bailey's SMB Capital Experience February 2012 - November 2013
Job VP of Sales Abel/Noser
Industry Financial Services
Experience
Abel/Noser Corp December 2013 - Present
SMB-Capital February 2012 - November 2013
Skills
Forex Trading, Futures Trading
Education
Middle Tennessee State University 2004 — 2008
Abel/Noser Corp December 2013 - Present
SMB-Capital February 2012 - November 2013
Skills
Forex Trading, Futures Trading
Education
Middle Tennessee State University 2004 — 2008
Hesham Alnoaimi's SMB Capital Experience 2013 - 2013
Job Student at Fordham University
Industry
Experience
SMB Capital 2013 - 2013
Skills
Research, Microsoft Office, PowerPoint, Marketing Strategy, Microsoft Word, Marketing, Microsoft Excel, Marketing Communications, Photography, English, Social Media, Public Speaking
Education
Fordham University 2012 — 2013
Master of Science (MS), Business Enterprise
Northeastern University 2006 — 2010
Bachelor of Science (BS), Economics
SMB Capital 2013 - 2013
Skills
Research, Microsoft Office, PowerPoint, Marketing Strategy, Microsoft Word, Marketing, Microsoft Excel, Marketing Communications, Photography, English, Social Media, Public Speaking
Education
Fordham University 2012 — 2013
Master of Science (MS), Business Enterprise
Northeastern University 2006 — 2010
Bachelor of Science (BS), Economics