Suretrade Company

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Suretrade Employees

Employee
Years
Job
Industry
Dawn Wesley Dawn Wesley Monroe, North Carolina Details
Dawn Wesley's Suretrade Experience 1998 - 2000
Job NC & SC Broker at Keller Williams Realty Union County, NC
Industry Real Estate
Experience
Keller Williams Realty - Union County, NC   January 2015 - Present
Samaritan's Purse  December 2014 - January 2015
Carolinas Healthcare System  January 2007 - April 2012
Portrait Innovations, Inc   March 2005 - June 2006
Trammell Crow Company  August 2004 - March 2005
John Wieland Homes and Neighborhoods  November 2000 - May 2004
SURETRADE   1998 - 2000

Skills
Real Estate, Residential Homes, Community Development, Research, Commercial Real Estate, Medical Terminology, Medical Coding, Data Entry, Organization &..., Accounts Payable, Medical Billing, Public Speaking, EMR, Well-organized, PowerPoint, Microsoft Office, Time Management

Education
Superior School of Real Estate   2014 — 2015

Superior School of Real Estate
Real Estate

Marist College   1991 — 1995
Bachelor of Arts Degree, Psychology

University of North Carolina at Charlotte   2004 — 2004
Medical Office Administration Specialist Certificate Program, Healthcare

CPCC Levine Campus   2010 — 2011
Health Information/Medical Records Technology/Technician

Eric Sterner, CFA, CAIA, CIPM, FRM Eric Sterner, CFA, CAIA, CIPM, FRM Greater New York City Area Details
Eric Sterner, CFA, CAIA, CIPM, FRM's Suretrade Experience August 1997 - June 2000
Job Managing Director, State Street Alternative Investment Solutions
Industry Investment Management
Experience
State Street Alternative Investment Solutions  April 2013 - Present
MetLife  October 2008 - March 2013
MetLife  April 2004 - October 2008
Syntel  September 2003 - March 2004
AdvisorTech   August 2000 - September 2002
Suretrade   August 1997 - June 2000

Skills
Performance Reporting, Asset Management, Product Development

Education
University of Massachusetts   2007 — 2008
MBA

The University of Connecticut School of Business   1991 — 1995
Bachelor of Science, Finance

Brian Malloy Brian Malloy Providence, Rhode Island Area Details
Brian Malloy's Suretrade Experience February 2000 - March 2001
Job Regional Account Manager, New England Daiichi Sankyo
Industry Pharmaceuticals
Experience
Daiichi Sankyo  September 2013 - Present
Daiichi Sankyo  April 2007 - Present
Daiichi Sankyo Inc.  March 2003 - April 2007
Fleet/Bank of America  March 2001 - March 2003
Suretrade   February 2000 - March 2001

Skills
Leadership, Sales Management, Sales, Managed Care, Diabetes, Cardiology, Pharmaceutical Sales, Marketing, Endocrinology, Rheumatology, Sales Operations, Management, Pharmaceutical Industry, Hospital Sales, Neurology, Sales Effectiveness, Selling, Sales Force Development, Pain Management, Urology

Education
Rhode Island College   1995 — 2000
Bachelor of Arts (B.A.), Social Sciences/ Marketing

Daiichi Sankyo Inc

Rhode Island College
Bachelor of Arts, Social Science, Marketing

Roberto Donovan Roberto Donovan Charlotte, North Carolina Details
Roberto Donovan's Suretrade Experience February 1996 - October 1999
Job CCO at TradeKing Advisors, Inc.
Industry Financial Services
Experience
TradeKing  October 2014 - Present
TradeKing  April 2008 - October 2012
TradeKing  May 2005 - April 2008
optionsXpress  November 2002 - May 2005
Merrill Lynch  October 1999 - May 2001
Suretrade   February 1996 - October 1999

Skills
Options, Securities, Equities, Fixed Income, Risk Management, AML, Trading, Investments, Financial Markets, Financial Services, Wealth Management, Banking, Financial Risk, Investment Advisory, Bonds, Equity Trading

Education
Università degli Studi di Firenze   1989 — 1992
Laurea, Business & Economics / Commercial Law

Boston University   1985 — 1989
BA, Economics

The Taft School, Watertown CT   1981 — 1985
High School

Derek Amey Derek Amey Providence, Rhode Island Area Details
Derek Amey's Suretrade Experience 1998 - 2000
Job Managing Director and Financial Advisor at StrategicPoint Investment Advisors
Industry Investment Management
Experience
StrategicPoint Investment Advisors  June 2010 - Present
StrategicPoint Investment Advisors  November 2001 - December 2010
Quick and Reilly  January 2000 - August 2001
Suretrade   1998 - 2000

Skills
Independent Wealth..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management, Registered Investment..., Generation X Planning

Education
University of Rhode Island - College of Business Administration   1993 — 1997
Finance

University of Rhode Island   1993 — 1997

Ryan T. Ricciardi Ryan T. Ricciardi Lincoln, Rhode Island Details
Ryan T. Ricciardi's Suretrade Experience November 1998 - February 2001
Job Vice President / Manager Social Media Registered Principal Team at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  March 2012 - Present
Bank of America Merrill Lynch  February 2010 - March 2012
Banc of America Investments  November 2005 - January 2010
Quick & Reilly  March 2001 - November 2005
Suretrade   November 1998 - February 2001

Skills
Compliance, Coordination, Problem Solving, Writing, Team Building, Policy, Series 24, Series 7, Trading, Risk Management, Mutual Funds, Series 63, Financial Services, Fixed Income, Banking

Education
Providence College   1994 — 1997
Bachelor of Arts (B.A.), Social Science

East Providence Senior High School   1991 — 1993

Waddington Elementary School   1985 — 1987

Peter Seed Peter Seed San Francisco Bay Area Details
Peter Seed's Suretrade Experience August 1997 - June 2000
Job Marketing and Product Management professional for startup companies on the move.
Industry Marketing and Advertising
Experience
San Francisco, New York and L.A.   May 2004 - Present
FCB Global  May 2001 - December 2003
SURETRADE   August 1997 - June 2000
Peppers & Rogers Group  January 1995 - December 1995
Jaguar Land Rover  1987 - 1994

Skills
Database Marketing, Advertising Management, Online Advertising, Marketing Strategy, Video Production, Brand Implementation, Digital Strategy, SEO, E-commerce, Brand Development, Digital Marketing, Online Marketing, Direct Marketing, Integrated Marketing, Product Marketing, SEM, Email Marketing, Web Analytics, Guerrilla Marketing, Public Relations, Start-ups, Strategy, PPC, Marketing, CRM, Advertising, New Media, Web Marketing

Education
University of Denver - Daniels College of Business
MBA

University of Denver
BA

Jeff Opferkuch Jeff Opferkuch Providence, Rhode Island Area Details
Jeff Opferkuch's Suretrade Experience December 1998 - February 2001
Job Business Process Analyst at Citizens Bank
Industry Insurance
Experience
Citizens Bank  August 2013 - Present
MetLife  August 2011 - August 2013
MetLife  January 2002 - August 2011
Suretrade   December 1998 - February 2001

Skills
Insurance, Strategic Planning, Process Improvement, Risk Management, Coaching, Microsoft Excel, Team Leadership, Data Analysis, Management, Relationship Management, Project Management, Training, Leadership, Business Analysis, Analysis, Access, Financial Services, Program Management

Education
University of Southern Maine   1995 — 1997

Saint Joseph's College   1990 — 1992

Dennis-Yarmouth regional high school

Patrick Sands Patrick Sands Greater Boston Area Details
Patrick Sands's Suretrade Experience 1998 - 2009
Job Administrative Manager VP/Investments at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management  November 1998 - Present
suretrade   1998 - 2009

Education
Iona College   1993 — 1997
Bachelors, Marketing

Donato Montanaro Donato Montanaro Miami/Fort Lauderdale Area Details
Donato Montanaro's Suretrade Experience May 1997 - May 2000
Job CEO at TradeKing
Industry Financial Services
Experience
TradeKing  May 2005 - Present
American Stock Exchange  2002 - 2005
SURETRADE   May 1997 - May 2000
Quick & Reilly  December 1991 - May 1997

Skills
Investments, Series 7, Equities, Securities, Asset Management, Trading, Mutual Funds, Series 63, Fixed Income, Options, Financial Services, Risk Management, Series 24, Portfolio Management, Start-ups

Education
The Catholic University of America, Columbus School of Law   1988 — 1991
JD

University of Notre Dame   1984 — 1988
Government & International Relations, Bachelor of Arts

Robert Slavin Robert Slavin Greater New York City Area Details
Robert Slavin's Suretrade Experience 1999 - 2000
Job Registered Representative at Georgeson Securties
Industry Financial Services
Experience
Georgeson Securties   2013 - Present
State Street  2000 - 2013
Suretrade   1999 - 2000
Raven Securities   1998 - 1999
Aubrey G. Lanston   1996 - 1997
Fahnestock   1993 - 1996

Skills
Series 7, Series 63, Series 24, Trading, Customer-focused Service, Great communications..., Financial Markets, Problem Solving, Analysis, FINRA, Fixed Income, Mutual Funds, Equities, Bloomberg, Securities, Capital Markets

Education
Richard Stockton College of New Jersey   1988 — 1992
Bachelor of Arts (B.A.), Liberal Arts