Source Capital Group
Address: 150 Spear St # 950, San Francisco, CA 94105 Phone: (415) 986-0165Category: : Hours: : : : Place name: : Website: : Website: http://source-cap.com/ Category: Company 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. · Own this business?Add missing informationAdd business hours 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 Source Capital LLC Posting publicly on the Web Write a review Reviews Be the first to review
Source Capital Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Source Capital Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Source Capital Group Employees
Willis Consulting, Inc. August 2013 - Present
Bella Monte Recovery Center 2013 - Present
Wilson - Davis & Co. Inc. July 2012 - July 2013
BMA Securities July 2010 - July 2012
Source Capital Group 2003 - 2010
Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 79, FINRA, Venture Capital, Capital Markets, Investment Banking, Investments, Portfolio Management, Equities, Securities, Uniform Combined State..., Loans, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Trading, Private Equity, Investment Advisory, Financial Advisory, ETFs, Mutual Funds, Equity Research, Fixed Income, Asset Management, Private Placements, Financial Services, Valuation, Retirement Planning
Education
Arizona State University 1985 — 1989
BS, Finance
Chaparral High School 1981 — 1985
The TJX Companies, Inc. June 2015 - Present
UMass Football Operations March 2012 - Present
Michael Zbar and Peter Leung CPA, LLC June 2014 - August 2014
Enterprise Rent-A-Car May 2014 - August 2014
Henry Kaufmann Campgrounds June 2010 - August 2013
Source Capital Group December 2012 - July 2013
Gary and Company Catering April 2011 - August 2012
Youth for Hospice- United Hospice of Rockland January 2009 - June 2011
Skills
Event Management, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Research, Social Networking, Social Media, Fundraising, Customer Service, Prezi, Oral & Written..., Organization Skills, Mac OS X, Windows 7, Conjoint Analysis, Qualtrics Survey..., OS X, Communication
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Marketing, 3.78
Clarkstown High School North 2007 — 2011
International Baccalaureate Diploma
DME Securities February 2015 - Present
Source Capital Group February 2014 - December 2014
UBS Securities January 2010 - May 2012
Goldman Sachs August 1987 - February 2008
United States Marine Corps 1972 - 1978
Skills
Start-ups, Investments, Business Strategy, Derivatives, Financial Modeling, Entrepreneurship, Strategy, New Business Development, Financial Analysis, Hedge Funds, Fixed Income, Financial Services, Management, Equity Derivatives, Banking, Finance, Corporate Finance, Business Development, Management Consulting, Alternative Investments, Trading Systems, Bonds, Wealth Management, Business Planning, Structured Products, Financial Markets, Marketing Strategy, Investment Management, Series 7, Credit Derivatives, Proprietary Trading, Interest Rate..., Series 63, Relationship Management, Cloud Computing, Business Intelligence, Change Management, Trading, Structured Finance, Investment Banking, Asset Management, Private Equity, Capital Markets, Valuation
Education
Stanford Graduate School of Business 1985 — 1987
MBA
University of Southern California
MS, Information Technology
United States Naval Academy
BS, Electrical Engineering
Self Employed March 2013 - Present
Scott Snow (Financial Advisors) LLC February 2012 - March 2013
Wisconsin Athletic Assocation 2007 - 2011
Source Capital Group April 2009 - November 2010
Education
Grand Valley State University 2008 — 2011
Bachelors of Business Administration, Finance Economics
Valcour Capital Management May 2015 - Present
Hudson Partners March 2015 - April 2015
Source Capital Group September 2014 - January 2015
First Atlantic Federal Credit Union June 2014 - August 2014
Elevation LLC May 2014 - August 2014
Bridgeport Downtown Special Services District September 2013 - April 2014
New Jersey Department of Community Affairs June 2013 - August 2013
Vector Marketing December 2012 - January 2013
The Hoop Group May 2012 - August 2012
Skills
PowerPoint, Google Docs, Microsoft Excel, Teamwork, Social Media, Microsoft Word, QuickBooks, Outlook, Authorize.net, FileMaker, Research, Financial Analysis, Investments
Education
Fairfield University 2011 — 2015
Bachelor of Science (BS), Finance and Marketing
Christian Brothers Academy 2007 — 2011
High School
Mica Creek-Sagamore Capital Partners, LLC September 2014 - Present
Source Capital Group February 2014 - Present
Arizona State University Men's Rowing May 2011 - May 2013
Merrill Lynch June 2012 - August 2012
BADE COMPANIES August 2007 - September 2011
Skills
Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Public Speaking, Customer Service, Business Development, Social Media, Social Media Marketing, HTML, Windows, Financial Analysis, Photoshop, Statistical Data..., Sales, Cold Calling, Construction, Project Bidding, Leadership, Contract Negotiation, Budgets, Marketing, Team Building, Finance, CRM, Team Leadership, Investments, Time Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Bachelor of Science (B.S.), Economics, Finance
Centennial High School 2004 — 2007
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research October 2011 - October 2014
Waddell & Reed August 2010 - October 2011
Evanello Enterprises, LLC May 2008 - October 2011
Source Capital Group August 2008 - August 2010
ProPlayer Fantasy Sports, LLC June 2009 - August 2009
The Vanguard Group November 1998 - March 2008
Vanguard 1998 - 2008
The Vanguard Group November 1998 - May 2003
Joseph Charles & Associates January 1998 - November 1998
Skills
FINRA Arbitration, Wholesaling, Sales Management, FINRA, Alternative Investments, ETFs, Business Planning, Series 7, Wealth Management, Series 63, Fixed Annuities, Mutual Funds, Financial Advisory, Wholesale, Strategic Financial..., Investments, Insurance, Strategy, Retirement Planning, New Business Development, Marketing, Financial Services, Securities, Portfolio Management, Finance, Investment Advisory, Life Insurance
Education
The American College 2013 — 2014
Retirement Income Certified Professional, Finance, General, Pass
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
The American College 1991 — 1994
CLU, ChFC, Finance
Source Capital Group September 1994 - Present
Gruneisen Growth Corp January 2003 - Present
The Barefoot Elves, Inc. October 2006 - Present
Lighthouse Point Chamber of Commerce 2006 - 2008
Skills
Tactical Asset..., Exceeding Expectations, Investments, Financial Services, Asset Managment, Executive Management, Portfolio Management, Risk Management, Strategic Financial..., Strategic Planning, Business Development, New Business Development, Not Displaying, Recommendations &, Endorsements
Education
Broward College 1985 — 1987
Global Fund Group, LLC 2007 - Present
LPL 2005 - 2007
AIG Advisor Group 2003 - 2005
Source Capital Group 1997 - 2003
United Nations 1997 - 1997
Deutsche Asset Management 1994 - 1997
Merrill Lynch 1992 - 1994
Skills
Alternative Investments, Portfolio Management, Investment Management, Hedge Funds, Strategy, Investments, Philanthropy, Principles of Economics
Education
Harvard Business School 2004 — 2004
Financial Management
Pepperdine University School of Law 1991 — 1991
Strauss Institute
Fuller Theological Seminary 1989 — 1991
MA, Theology & Intercultural Studies
Gordon College 1984 — 1989
BS, Business Administration & Exercise Physiology
McGill University 1986 — 1987
Physical Education
Tabor
DentalSmart August 2010 - Present
Source Capital Group April 2008 - Present
ClubStore April 2006 - Present
Westport Supply Company 1989 - 2005
Skyline Mills January 1980 - April 1989
Education
Clemson University 1973 — 1977
BT, Textile Technology
Bethesda-Chevy Chase HS
Wells Fargo June 2011 - Present
Royal Bank of Scotland Group September 2009 - July 2011
Morgan Stanley March 2009 - July 2009
Gerald Metals Inc May 2007 - October 2008
UBS Investment Bank June 2005 - May 2007
Source Capital Group July 2004 - May 2005
Skills
Bloomberg, FX Options, Equity Derivatives, Swaps, Middle Office, Derivatives, Equities, Series 7, Capital Markets, Fixed Income
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelors of Arts degree
AllthingsHome July 2006 - Present
Source Capital Group July 1998 - April 2005
Skills
Renovation, Residential Homes, Construction, Contractors, Carpentry, Property Management, Interior Design, Plumbing, Electricians, Home Staging, Bathrooms, Painting, Home Improvement, Investments
Education
Arizona State University
B.A.
DentalSmartUS August 2010 - Present
Source Capital Group March 2008 - December 2012
Skills
Corporate Development, Executive Management, Venture Capital, Private Equity, Mergers, Investment Banking, Start-ups, Financial Modeling, Strategic Planning, Microsoft Office, Entrepreneurship, Due Diligence, Private Placements, Mergers & Acquisitions, Restructuring, Real Estate, Valuation, Portfolio Management, Healthcare, Sales, Leadership, Team Building, Business Development, Customer Service, Public Speaking, Marketing, Management
Education
Clemson University 1973 — 1977
Bachelor of Technology (B.Tech.), Industrial Engineering
Bethesda-Chevy Chase HS
Compass Point Partners April 2013 - Present
Source Capital Group April 2013 - Present
BondDesk Group LLC June 2012 - January 2013
Bonds.com, Inc. September 2008 - December 2011
Comerica Securities, Inc. July 2006 - September 2008
HIG Capital December 2005 - July 2006
ABN AMRO November 2001 - November 2005
Everest Capital May 2000 - September 2001
Evaluation Associates 1993 - 1995
Skills
Equities, Treasury, Options, Fund Of Funds, Corporates, Team-oriented, Municipal Bonds, CMOS, Fixed Income, Bonds, Hedge Funds, Emerging Markets, Series 24, Series 7, FINRA, Trading, Bloomberg, Mutual Funds, Securities, Investment Advisory, Series 63, Alternative Investments, Asset Management, Capital Markets, Investment Management, Electronic Trading, Investments, Wealth Management, Finance, Portfolio Management
Education
University of Miami - School of Business 1998 — 2000
MBA, Finance, Statistics
Bard College 1988 — 1992
BA, Political Science, Economics
American School in Japan 1983 — 1988
H.S., General Studies
Bank Leumi USA January 2014 - Present
SPAG Funds April 2010 - January 2014
Source Capital Group July 2008 - April 2010
Goldman Sachs June 2007 - June 2008
MetLife March 2004 - June 2007
Skills
Capital Markets, Investments, MBS, CMO, Agency MBS, ABS, Asset Management, Portfolio Management, Risk Management, Hedge Funds, Fixed Income, Alternative Investments, Structured Finance, Securitization, Investment Banking, Derivatives, Private Equity, Securities, Financial Structuring, Structured Products, Equities, Corporate Finance, Due Diligence, Venture Capital, REIT, Asset Managment, Bonds, Bloomberg, Valuation, Trading, Options, Mutual Funds, Asset Allocation, Financial Modeling, Credit, Commodity, Swaps, Series 7, Management
Education
Rutgers University School of Law - Newark 2004 — 2009
JD, Law
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BS, Finance & Political Science
Every Watt Matters February 2013 - Present
Source Capital Group March 2008 - October 2012
C & S Distributors March 2001 - November 2008
Skills
Financial Modeling, Marketing, Customer Service, Financial Analysis, Marketing Strategy, Entrepreneurship, Lighting, Small Business, Distribution Strategies, Sales Management, Business Development, New Business Development, Investments, Retirement Planning, Strategic Planning, Valuation, Microsoft Office, Start-ups, Team Building, Alternative Investments, Microsoft Excel
Education
Syracuse University 1970 — 1972
MBA, Finance
Investors Capital March 2007 - Present
Source Capital Group December 2001 - March 2007
Merit Capital Associates June 2000 - December 2001
First Security Investments September 1998 - June 2000
La Jolla Capital Corporation March 1994 - July 1998
Burnett Grey and Company April 1993 - March 1994
Serious Solutions Inc. July 1990 - February 1993
Robert Todd Financial March 1989 - June 1990
Investors Center December 1988 - March 1989
Skills
Securities, Retirement Planning, Portfolio Management, Finance, FINRA, Mutual Funds, Series 24, Series 7, Series 63, Strategic Financial..., Alternative Investments, Series 65, Wealth Management, Asset Allocation, Financial Analysis, Variable Annuities, ETFs, 401k Rollovers, Life Insurance, Trading, Bond Markets, Management, Financial Advisory, Uniform Combined State...
Education
Albert Einstein College of Medicine 1983 — 1987
Health Psychology
University of Illinois at Urbana-Champaign 1979 — 1983
BA, Biology and Psychology
Oregonian Media Group October 2013 - Present
Executive Leaders in Digital Media Business Development, Sales & Marketing 2013 - Present
Dex Media 2011 - 2013
Colonial Life 2008 - 2011
Aon 2007 - 2007
Wells Fargo 2005 - 2007
Source Capital Group 1997 - 2005
Gwynn Financial Services, Inc. 1991 - 2005
GE Capital 1986 - 1991
Skills
Executive Management, Operational Planning, Sales Management, Cross Selling, Cross-functional Team..., Senior Executives, Project Execution, Management Consulting, Strategic Planning, Strategic Communications, Public Relations, Public Speaking, Social Networking, Social Media Marketing, New Business Development, Professional Services, Innovation Development, Salesforce.com, Critical Thinking, Market Research, Marketing Strategy, Market Analysis, Marketing Communications, International Business, Sales Presentations, Consultancy, Digital Marketing, Mobile Trends, Mobile Consulting, Paid Search Campaigns, Digital Strategy, Start-ups, Entrepreneurship, Marketing, Business Planning, New Media, Sales, Corporate Finance, CRM, Social Media, B2B, Strategic Partnerships, Digital Trends, YouTube, Social Media ROI, Social Marketing..., International Business..., International Business..., Strategic Financial..., Email Marketing
Education
University of Oregon 1978 — 1982
Bachelor of Arts (Robert D. Clark Honors College), Geology, Economics
Nuovo Pasta Productions Ltd January 2012 - Present
Source Capital Group January 2009 - December 2011
West Rock Advisors, Inc. August 2004 - January 2009
Skills
Strategic Planning, Forecasting, Pricing, Inventory Analysis, Operating Budgets, Financial Reporting
Education
Assumption College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Trumbull High School
Source Capital Group March 2009 - Present
Smith Barney April 1984 - March 2009
Skills
Investments, Wealth Management, Mortgage Lending, Alternative Investments, Retirement Planning, Retirement, Variable Annuities, Long-term Care, Series 7, Strategic Financial..., Public Speaking, Life Insurance, Series 63, Asset Allocation, Mutual Funds
Education
Syracuse University
A.B., American History
Wm Nottingham 1959 — 1961
Storm King Media November 2006 - Present
Trade Manage Racing & ZSA Motorsport February 2010 - April 2013
Fred Mackerodt, Inc. October 2004 - November 2006
Source Capital Group December 2002 - October 2004
Harmonic Research, Inc June 1999 - December 2002
Skills
Journalism, Sustainability, Corporate Social..., Public Relations, Corporate Communications, Social Media Marketing, Writing, Marketing Communications, Social Media, B2B, Brand Development, Executive Management, MS Office Suite, Adobe Creative Suite, SharePoint, Strategic Planning, Copywriting, Marketing Strategy, Microsoft Office, Broadcast, Email Marketing, New Media, Start-ups, Advertising, Digital Media, Video, Management, Editing, Strategic Communications, Social Networking, Event Management, Marketing, Press Releases, Blogging, Entrepreneurship, Media Relations, Strategic Partnerships
Education
Bryant University 1995 — 1999
Investors Capital 2007 - Present
Source Capital Group 2000 - 2006
Skills
Innovator, Collaborator, Wealth Management, Asset Allocation, Financial Services, Series 7, Retirement, Financial Analysis, Estate Planning, Variable Annuities, ETFs, Financial Technology, Due Diligence, Long-term Care, 401k, Term Life Insurance, Financial Planners, Life Insurance, Banking, Relationship Management, Trading, Finance, Financial Modeling, Health Insurance, Journalism, IRAs, Disability Insurance, Wealth, Marketing
Education
New York University
Business & Psych
Paradigm Investigations, LLC January 2010 - Present
TenanTracers, LLC January 2005 - November 2009
Source Capital Group December 1999 - December 2004
Skills
Skip Tracing, Background Checks, Due Diligence, Real Estate, Real Estate Investment, Real Estate Transactions, Investment Properties, Property Management, Investigations, Residential Buildings, Residential, Real Estate Finance, Corporate Real Estate, Apartments, Asset Management, Facilities Management, Purchase, Landlord, Leases, Real Estate Development, Cash Flow, Landlords, Asset Managment, Commercial Real Estate, Sales, Private Investigations, Property
Education
Lynn University 1986 — 1990
Business Major
Rumsey hall 1977 — 1982
State University of New York - System
Business, Finance
Source Capital Group October 2014 - Present
Cohen Real Estate June 2014 - September 2014
Rockwood Real Estate Advisors / Auction.com May 2013 - August 2013
Source Capital Group May 2011 - July 2011
New Canaan Racquet Club December 2006 - December 2009
Skills
Microsoft Excel, PowerPoint, Valuation, Teamwork, Microsoft Office, Microsoft Word, Investments, Social Media, Customer Service, Photoshop, Research, Public Speaking, HTML, Windows, Public Equity Offerings, Equities, Investment Banking
Education
Lehigh University 2011 — 2014
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Hobart and William Smith Colleges 2010 — 2011
Economics
New Canaan High School 2006 — 2010
AT&T June 2014 - Present
Source Capital Group November 2013 - June 2014
Commerce Chevrolet Buick May 2012 - October 2013
The City of Sulphur Springs January 2012 - May 2012
Texas A&M-Commerce University August 2007 - May 2012
Sudderth Construction May 2011 - August 2011
Skills
Marketing Management, Marketing Research, Team Leadership, Hard Worker
Education
Texas A&M University-Commerce 2007 — 2012
Bachelor of Business Administration, Marketing
Source Capital Group December 2001 - Present
Skills
Private Equity, Due Diligence, Capital Markets, Asset Management, Hedge Funds, Equities, Venture Capital, Alternative Investments, Mergers & Acquisitions, Investments
Education
Northeastern University
Bachelor's degree, Finance, General
Theia Management October 2014 - Present
Penserra Securities LLC June 2013 - August 2013
Kaufman Bros. April 2011 - September 2011
Zealous ATS November 2007 - April 2008
NYPPEX 2006 - 2007
Pali Capital May 2005 - November 2005
HBack Builders August 2002 - November 2004
Source Capital Group 2001 - 2002
International Specialty Boutiques June 1996 - June 1999
Grupo Financiero Interacciones November 1994 - June 1996
Skills
Fixed Income, Private Equity, Capital Markets, Emerging Markets, Alternative Investments, Investor Relations, Investment Strategies, Financial Markets, Secondary Market, Financial Structuring, High Yield, Portfolio Management, Microsoft/Bloomberg ..., Credit, Finance, Distressed Assets
Education
University of California, Los Angeles
Bachelor's Degree, Political Science
Source Capital Group February 2010 - October 2013
Keefe, Bruyette & Woods April 2007 - January 2010
Liability Solutions April 2004 - June 2006
Dresdner Kleinwort Wasserstein February 2001 - July 2003
Chase Manhattan Corporation May 1994 - December 2000
Citibank November 1987 - June 1992
PaineWebber August 1984 - November 1987
A.G.Becker Paribas 1983 - 1984
Skills
Capital Markets, Hedge Funds, ABS, Syndications, CDS, Fixed Income, Alternative Investments, Asset Managment, Private Placements, Investment Banking, Equities, Derivatives, Private Equity, Structured Finance, Series 7, Portfolio Management, Structured Products, Asset Management, Money Market, Funding, Securities, Investments
Education
Williams College 1979 — 1983
Bachelor of Arts, Economics & Political Science
Deerfield Academy 1975 — 1979
HS Diploma
TenK Strategic Business Solutions 2013 - Present
Source Capital Group October 2011 - July 2013
Skills
Investments
Education
Tennessee Technological University 1978 — 1980
Bachelor of Science (BS), Speech Communication
Forida College 1974 — 1977
Associate of Arts (AA), Speech Communication and Rhetoric
Pine Tree High School, Longview, TX 1971 — 1974
Merrill Lynch March 2015 - Present
UBS Financial Services Inc. February 2005 - March 2015
Source Capital Group January 2003 - December 2004
Integro Services Inc September 1994 - February 2002
Blair Television May 1989 - December 1992
La Casona, LaGranja Spain June 1989 - December 1989
ABC Sports January 1989 - May 1989
Bicycle Expedition, Heniker NH June 1986 - May 1989
New York Stock Exchange June 1982 - September 1983
Skills
Start-ups, Leadership, Advertising, Sales, Finance, Wealth Management, Estate Planning, Investments, Equities, Alternative Investments, Series 7, Portfolio Management, Asset Management, Hedge Funds, Capital Markets, Equity Research, Financial Services, Fixed Income, Investment Banking, Mutual Funds, Private Equity
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA
Saint Michael's College 1983 — 1987
BA
Christian Brothers Academy, Lincroft 1979 — 1983
HS
Sea Girt, Elementary 1976 — 1979
St. Cassians, Upper Montclair 1973 — 1976
North East Elementary 1970 — 1973
Source Capital Group June 2012 - Present
Morristown Capital Associates June 2012 - Present
Gilford Securities November 2005 - July 2012
Morgan Stanley December 1998 - November 2005
Bloomberg August 1997 - December 1998
Skills
Investments, Options, Financial Risk, Finance, Insurance, Series 7, Bonds, Mutual Funds
Education
Gettysburg College 1993 — 1997
Bachelor's Degree, Management
Wardlaw Hartridge 1989 — 1993
High School
Family Office Essentials: How to Avoid Family Wealth Destruction 2015 - Present
Barclays Wealth and Investment Management November 2014 - Present
National Association of Corporate Directors February 2014 - Present
Source Capital Group December 2011 - November 2014
Ten Mountain Capital 2012 - 2014
Fireman Capital Advisors August 2009 - June 2011
Deutsche Bank October 2006 - August 2009
Credit Suisse Private Bank November 2004 - October 2006
Donaldson, Lufkin & Jenrette/ Credit Suisse First Boston July 1998 - November 2004
City of Haverhill 1994 - 1996
Skills
Wealth Management, Investments, Private Equity, Mergers & Acquisitions, Start-ups, Hedge Funds, Finance, Entrepreneurship, Strategy, Asset Management, Investment Advisory, Financial Advisory, Estate Planning, Alternative Investments, Portfolio Management, Management, Financial Services, Equities, Restructuring, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Boston University School of Law 1986 — 1989
JD
Middlebury College 1983 — 1986
B.A., Political Science
Brooks School 1978 — 1982
Source Capital Group August 2015 - Present
Source Capital Group June 2014 - August 2014
Norwalk River Rowing May 2014 - August 2014
The Golf Performance Center June 2013 - August 2013
Rob Merkle 4th District Congressional Campaign May 2010 - May 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Project Management, Leadership
Education
The George Washington University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Bluegrass Supply Chain Services July 2014 - Present
Urban Sustainable April 2013 - Present
Self-Employed June 2008 - January 2013
Source Capital Group January 2012 - August 2012
PNC January 2009 - June 2011
New York Life October 2006 - January 2009
The Hartford April 2005 - September 2006
Motorists Insurance Group October 2003 - April 2005
Progressive Insurance July 2000 - October 2003
Skills
New Business Development, Business Networking, Sales Management, Strategic Prospecting, Training, Strategic Partnerships, Operational Risk..., Business Analysis, Equity Research, Business Valuation, Operations Management, Business Strategy, Business Process..., Customer Service, Marketing Strategy, Mortgage Lending, Public Speaking, Sales, Strategic Planning
Education
Georgetown College 1996 — 2000
Bachelor of Arts (BA), History/Philosophy, 3.8
Thames Valley University 1998 — 1999
None, International Studies, 3.5
ICM Capital Markets LTD May 2012 - Present
Halcyon Cabot Partners, Ltd January 2012 - June 2012
Source Capital Group February 2010 - December 2011
Mercer Capital July 2009 - March 2010
E1 Asset Management October 2003 - July 2009
Forham Financial Management Inc January 2002 - September 2003
Raymond James December 2000 - December 2001
Sands Brothers & Co Ltd June 1999 - October 2000
Education
Purchase College, SUNY 1995 — 1996
BS, Mathematics
Purchase College, SUNY 1991 — 1995
BA, Economics
JP Morgan Chase Bank, N.A October 2011 - Present
Norwalk Hospital Foundation June 2007 - December 2013
Source Capital Group 2009 - October 2011
Citi Private Bank January 2006 - December 2008
Four-Site LLC 1998 - 2008
Citigroup 1996 - 2008
Citigroup Private Bank January 2000 - December 2005
Citigroup Global Asset Management 1997 - 1999
PerkinElmer 1995 - 1995
Education
University of Connecticut 1991 — 1995
BS, Finance
Source Capital Group June 2012 - Present
Gilford Securities June 2006 - July 2012
Skills
Series 7, Series 63, FINRA, Strategic Financial..., Investments, Equities, Fixed Income, Trading, Investment Banking, Investment Advisory, Financial Planning
Education
Loyola University New Orleans 1974 — 1977
Psychology, Political Science
Wells Fargo Advisors LLC. 2010 - Present
Thomas Crown Racing May 2008 - March 2012
Indy Health and Fitness November 2004 - July 2010
Investors Capital Corp. June 2007 - January 2009
Source Capital Group March 1999 - June 2007
Skills
Investments, Finance, Retirement, Securities, Asset Allocation, Strategic Planning, Equities, Marketing Strategy, Retirement Planning
Education
Bentley University 1992 — 1994
BSA, Finance
University of New Hampshire 1990 — 1992
BSA, Economics
Source Capital Group January 1987 - Present
Haas Securities January 1986 - January 1987
Education
University of Pennsylvania
Energy Research Consulting September 2013 - Present
Source Capital Group March 2011 - September 2013
NYenergyforum 2004 - 2012
Divine Capital Markets November 2009 - May 2011
CapStone Investments April 2009 - August 2009
Argus Research 2005 - 2009
Fagenson & Co February 2004 - September 2004
WesternGeco 1988 - 1995
Skills
Equity Research, Valuation, Trading, Equities, Financial Analysis, Financial Modeling, Investment Banking, Hedge Funds, Portfolio Management, Investments, Capital Markets, Bloomberg, Series 63, Alternative Investments, FINRA, Series 7, Securities, Bonds, Energy, Private Equity, Structured Products, Asset Management, Due Diligence, Fixed Income, Options, Equity Valuation, Series 24
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
Masters Arts/Business Admin., Finance/Near East Studies - Energy
Damascus University 1992 — 1993
Arabic / History
The American University in Cairo 1991 — 1992
Arabic/Pol Sci Mid East
The University of Calgary 1987 — 1991
Bachelor of Arts (BA), Economics (petroleum)/Pol Sci - Mid/East
Norfield Capital LLC January 2015 - Present
Source Capital Group June 2009 - January 2015
StoneWater Capital LLC May 2005 - June 2008
Neuberger Berman May 2003 - May 2005
American Skandia 2000 - 2003
Skills
Hedge Funds, Portfolio Management, Due Diligence, Investments, Asset Allocation, Financial Services, Management, Analysis, Alternative Investments, Equities, Series 7, Series 63, Asset Management, Investment Strategies, Securities, Mutual Funds, Valuation
Education
Fairfield University 1996 — 2000
BS, International Business
Charles Schwab June 2011 - Present
DPR Realty, LLC August 2010 - June 2011
Source Capital Group September 2006 - March 2011
Optima Realty, LLC November 2008 - July 2010
Montalbano Homes 2005 - 2008
Education
Arizona State University - W. P. Carey School of Business 1985 — 2003
B.S., Finance
Source Capital Group October 1995 - Present
Skills
Hedge Funds, Financial Markets, Equities, Capital Markets, Alternative Investments, Portfolio Management, Securities, Mergers & Acquisitions, Series 7, Risk Management, Investments, Series 24, Sales, Bonds, Fixed Income, Asset Managment, Wealth Management, Series 63, Structured Finance, Investment Banking, High Yield, Equity Research, Mutual Funds, Financial Services, Asset Management, Valuation, Private Equity, Corporate Finance, Financial Modeling, Derivatives, Trading, FINRA
Education
University of North Carolina at Chapel Hill
BS Psychology
Wake Forest University - Babcock Graduate School of Management
MBA Finance
Source Capital Group 2005 - Present
Skills
Asset Management, Private Equity, Strategic Planning, Start-ups, Mergers & Acquisitions, Investments, Due Diligence, Entrepreneurship, Business Development, Strategy, Equities, Insurance
Education
Princeton University
A.B., American History
JPMorgan Chase December 2012 - Present
Source Capital Group September 2012 - November 2012
Kerburn Rose July 2012 - September 2012
Irving Levin Associates, Inc. June 2011 - August 2011
Grenadier Capital LLC May 2010 - August 2010
Eagle Hill School May 2009 - August 2009
Skills
Financial Modeling, Valuation, Economics, Microsoft Excel, PowerPoint, Investment Banking, Stata, Research, Financial Analysis, Due Diligence
Education
New York School of Finance 2012 — 2012
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics
St. George's School 2004 — 2008
New Canaan High School 2003 — 2004
Source Capital Group 2012 - Present
PJM Financial 2009 - 2012
PETER J. MARCUS, Investment Securities 1971 - 2009
Education
Harvard Law School
J.D.
Princeton University
A.B.
Source Capital Group October 2011 - Present
Source Capital Group October 2011 - Present
Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration (BBA)