Sovereign Global Advisors

Description

Address: 68 S Service Rd #100, Melville, NY 11747 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (866) 790-9700: : Category: : : Place name: Website: : : Website: http://sovereignglobaladvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sovereign Global Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Sovereign Global Advisors Employees

Employee
Years
Job
Industry
Kai Xu Kai Xu Greater New York City Area Details
Kai Xu's Sovereign Global Advisors Experience June 2013 - August 2013
Job Summer Analyst at UBS
Industry
Experience
Self-Employed  August 2011 - Present
UBS  June 2014 - August 2014
Sovereign Global Advisors   June 2013 - August 2013
Investment Banking Institute  May 2013 - June 2013
Ernst & Young  July 2011 - August 2011

Skills
Microsoft Office, Excel, Word, PowerPoint, Financial Modeling, VBA, Comparable Analysis, LBO, DCF Valuation, Technical Analysis, Financial Statement..., Financial Accounting, Investments, Trading, Swing Trading, Microsoft Excel, Microsoft Word, Valuation, Financial Analysis, Finance

Education
Boston College   2013 — 2014
Master of Science in Finance

New York University   2013 — 2013

University of Illinois at Urbana-Champaign   2009 — 2013
Bachelor of Science (B.S.)

Københavns Universitet / University of Copenhagen   2012 — 2012
Exchange Student In Denmark

Konan University   2011 — 2011
Summer School in Japan

NO.1. Middle School Attached to CCNU   2006 — 2009

Rigby Coleman Rigby Coleman Atlanta, Georgia Details
Rigby Coleman's Sovereign Global Advisors Experience June 2013 - August 2013
Job Business Analyst at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation  September 2014 - Present
Regions Financial Corporation  June 2014 - July 2014
Auburn University Investment Club   May 2013 - May 2014
Sovereign Global Advisors   June 2013 - August 2013
Investment Banking Institute  May 2013 - June 2013
Auburn University Investment Club   September 2012 - April 2013
Coleman Goodemote Construction   June 2012 - August 2012

Skills
Investments, Portfolio Management, Technical Analysis, Analytics, Financial Analysis, Calculus

Education
Auburn University, College of Business   2010 — 2014
Bachelor of Science (B.S.), Finance, General, Rising Senior

David Pete Morgan David Pete Morgan New York, New York Details
David Pete Morgan's Sovereign Global Advisors Experience June 2013 - August 2013
Job Recent Graduate of Trinity CollegeHartford
Industry Commercial Real Estate
Experience
Kahr Real Estate Services   July 2015 - July 2015
U.S. House of Representatives   September 2014 - December 2014
Sovereign Global Advisors   June 2013 - August 2013
Investment Banking Institute  May 2013 - June 2013
Pro Capital Ltd  June 2012 - August 2012

Skills
Financial Modeling, Private Equity, Valuation, Microsoft Excel, Bloomberg, Mergers & Acquisitions, PowerPoint, Public Speaking, Microsoft Word, Research, Analysis, Management, Microsoft Office

Education
Trinity College-Hartford   2010 — 2014
Bachelor of Arts (BA), Economics

Landon School   2001 — 2010

Geraldina Alvarez Garcia Geraldina Alvarez Garcia Greater New York City Area Details
Geraldina Alvarez Garcia's Sovereign Global Advisors Experience August 2013 - January 2014
Job Software Engineer Intern at Kickstarter
Industry Information Technology and Services
Experience
Kickstarter  June 2015 - September 2015
Sovereign Global Advisors   August 2013 - January 2014
College of Charleston  January 2012 - January 2013
Medical University of South Carolina  May 2012 - September 2012
Patrick Properties Hospitality Group  January 2011 - August 2012

Skills
Ruby, C++, Social Media, Event Planning, Email Marketing, Facebook, Market Research, Studio Recording, Social Media Marketing, Marketing Communications, Microsoft Office, Marketing, Advertising, Public Relations, Event Management, Music Production, Arduino, Marketing Strategy, Digital Marketing, Microsoft Excel, Bilingual, Research, CSS, JavaScript, Public Speaking

Education
Flatiron School   2015 — 2015
Web Immersive Fellowship

College of Charleston   2012 — 2015
Bachelor of Applied Science (BASc)

Queens College   2012 — 2013

Will Peter Will Peter Greater New York City Area Details
Will Peter's Sovereign Global Advisors Experience 2013 - 2014
Job Commercial Real Estate
Industry Real Estate
Experience
ERG Property Advisors  April 2015 - Present
Interactive Brokers  October 2012 - Present
Sovereign Global Advisors   2013 - 2014
Liberty Tax Service  2010 - 2013
Kaufman Bros.  May 2010 - August 2010
Universal Music Group  September 2009 - January 2010

Skills
Private Equity, Investment Banking, Venture Capital, DCF Valuation, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Objective-C, iOS Development, Investments, Strategic Planning, Finance, Sales, HTML, JavaScript, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, PowerPoint, Banking, Public Speaking, Business Planning, Negotiation, Strategy, Team Building, Salesforce.com, Entrepreneurship, New Business Development, Financial Reporting, Start-ups, Business Strategy, Project Management, Project Planning, Corporate Finance, Tax, QuickBooks, Economics, Analytics, Accounting, Due Diligence, Cash Flow, Restructuring, Business Valuation, Lead Generation, Management, Leadership, Business Development, Equities

Education
Harvard University   2015 — 2015
CS50 Introduction to Computer Science

Columbia University in the City of New York   2014 — 2015
Certificate, Financial Engineering & Risk Management

Pace University
A.B., Economics

Stephanie Toft Stephanie Toft Tampa/St. Petersburg, Florida Area Details
Stephanie Toft's Sovereign Global Advisors Experience September 2012 - May 2013
Job Public Relations and Communications
Industry Public Relations and Communications
Experience
Output  June 2013 - November 2014
Sovereign Global Advisors   September 2012 - May 2013
Jewish Family & Community Services Jacksonville  April 2012 - August 2012
Gielow Marketing   April 2012 - August 2012
Flores and Associates   August 2008 - July 2010

Skills
Event Planning, Social Media, Community Outreach, Non-profits, Microsoft Office, Social Media Marketing, Public Relations, Event Management, Public Speaking, Marketing, Press Releases, Photoshop, Illustrator, MailChimp, HootSuite

Education
University of North Florida   2010 — 2012
Bachelor of Science (BS), Public Relations

The University of Texas at Austin   2008 — 2010
Spanish

Sandra Park Sandra Park Greater New York City Area Details
Sandra Park's Sovereign Global Advisors Experience June 2014 - August 2014
Job Wealth Management Intern at JJ Burns & Company
Industry Financial Services
Experience
JJ Burns & Company  February 2015 - Present
Sovereign Global Advisors   June 2014 - August 2014
Syosset Central School District, Athletics Department   October 2011 - June 2012
Korean American Civic Empowerment   June 2010 - August 2010

Education
Hofstra University   2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance & Marketing

State University of New York at Albany   2012 — 2012
Bachelor of Science (BS), Marketing, 4.0

Dung Trinh Dung Trinh Brooklyn, New York Details
Dung Trinh's Sovereign Global Advisors Experience May 2015 - August 2015
Job Assistant Manager at Broadway Holding Group Inc.
Industry Financial Services
Experience
Broadway Holding Group Inc.   June 2015 - Present
Lycoming College  August 2014 - Present
Sovereign Global Advisors   May 2015 - August 2015
Saigon Securities Inc.   June 2014 - August 2014
BIDV - Ngân hàng TMCP Đầu tư & Phát triển Việt Nam   June 2013 - August 2013

Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Research, Public Speaking, Teamwork, Social Media, Fundraising, Social Listening, Social Networking

Education
Lycoming College   2013 — 2016
Bachelor's degree, Finance, General

Lycoming College   2013 — 2016
Bachelor's degree, Finance, General, 3.3

Peter Lohrer Peter Lohrer Garden City, New York Details
Peter Lohrer's Sovereign Global Advisors Experience June 2013 - August 2013
Job RFP Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  September 2015 - Present
Morgan Stanley  June 2014 - August 2014
Sovereign Global Advisors   June 2013 - August 2013
Liberty Jet Management  July 2012 - September 2012
Garden City Recreation Department   June 2011 - August 2011
Red Robin  June 2011 - June 2011
King's Supermarket  October 2009 - July 2010

Skills
Aviation, Team Leadership, Time Management, People Skills, Motivation, Cpr Certified, Moral Psychology, Dependable Team Player, Self-confidence, selfless, Microsoft Office

Education
Providence College   2011 — 2015
Quantitative Economics and Mathematics

Garden City High School   2007 — 2011

Joshua Forman Joshua Forman New York, New York Details
Joshua Forman's Sovereign Global Advisors Experience January 2015 - May 2015
Job Equity Trader at Seven Points Capital
Industry Financial Services
Experience
Seven Points Capital  May 2015 - Present
Sovereign Global Advisors   January 2015 - May 2015
Aegis Capital  January 2014 - December 2014

Skills
Finance, Portfolio Management, Trading, Equities, Financial Planning, Financial Analysis, Investments, Series 7, Financial Modeling, Investment Strategies, Risk Management, Options, Securities, Derivatives, Financial Reporting, Investment Banking, Trading Systems, Corporate Finance, Volatility Arbitrage, Electronic Trading, High Frequency Trading, Strategic Financial..., Risk Assessment, Economics, Wealth Management, Bloomberg, Equity Trading, Alternative Investments, Asset Allocation, Equity Research, Due Diligence, Hedge Funds, Financial Markets, Bloomberg Terminal, Investment Advisory, ETFs, Capital Markets, Spread Trading

Education
University of Central Florida   2010 — 2014
Bachelor of Arts (B.A.), Finance, General

Zeta Beta Tau