The Benchmark Company
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The Benchmark Company Employees
21st Century Financial, Inc. January 2015 - Present
Paramount Corporate Services May 2012 - December 2014
Chimera Securities November 2007 - April 2012
Kern Suslow Securities February 2009 - January 2011
The Benchmark Company September 2002 - May 2007
Bear Stearns December 2000 - June 2002
Skills
Business Management, Business Operations, B2B Marketing, B2B Sales, Team Leadership, Business Start-up, Complex Problem Solving, Customer-Responsiveness, Financial Sales, Vendor Management, Equities, Trading, Series 7, Start-ups, Management
Education
Hampden-Sydney College 1995 — 1999
Bachelor's Degree, Economics
University of the Americas 1998 — 1998
International Economics, Study abroad program, Pueblo, Mexico
LINX Partners, LLC April 2012 - Present
Barclays Capital January 2010 - March 2012
Stanford Group Company July 2007 - March 2009
The Benchmark Company May 2006 - July 2007
Tanaka Capital Management January 2006 - May 2006
Smith Barney October 2005 - January 2006
Skills
Series 7, Hedge Funds, Equities, Investments, Portfolio Management, Finance, Mergers & Acquisitions, Mutual Funds, Series 63, Investor Relations, Bloomberg, Valuation, Capital Markets, Investment Management, Alternative Investments
Education
Hamilton College 2001 — 2005
B.A., Psychology, Economics
The University of Western Australia 2004 — 2004
Brunswick School 1995 — 2001
High School Diploma
High-Level Compliance and Operating Officer & Consultant August 2013 - Present
The Benchmark Company April 2013 - August 2013
Credit Agricole Cheuvreux North America, Inc. October 2012 - April 2013
Direct Markets, Inc. / Rodman & Renshaw, LLC May 2012 - August 2012
JNK Securities Corp January 2009 - May 2012
Kaufman Bros., LP October 2006 - January 2009
Kaufman Bros., LP October 2006 - January 2009
Trade Manage Capital October 2003 - August 2006
Trade Manage Capital 2003 - 2006
Sagemark Capital January 2001 - October 2003
Skills
Compliance, Trade Compliance, Compliance Testing, Investment Banking, Research, FINRA, AML, Trading Operations, Risk Management, Broker-Dealer, Continuing Membership..., Trading, Series 24, Equity Trading, OFAC, Series 7, Financial Risk, Financial Markets, Series 63, Portfolio Management, Equities, USA PATRIOT Act, KYC, Financial Services, Financial Regulation, Operational Risk, SEC, Asset Management, Executive Management, Regulations, Bloomberg, Back Office, Equity Research, Investments, Securities, Hedge Funds, Trading Systems, Finance, Mutual Funds, Capital Markets, Options, Strategic Financial..., Banking, ETFs, Mergers & Acquisitions, Fund Of Funds, Asset Allocation, Securities Regulation, FX Options, Alternative Investments
Education
Pascack Valley High School
HS Diploma
University of Maryland & St. Peter's College
BA
University of Maryland College Park
BFA
Granite Investment Advisors November 2013 - Present
Cowen and Company May 2012 - June 2013
Natcan August 2011 - May 2012
The Benchmark Company January 2011 - May 2011
Raytheon March 2009 - November 2010
Loomis Sayles June 2007 - August 2007
Raytheon March 2005 - July 2006
Raytheon July 2002 - March 2005
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA
Providence College
Bachelor of Science (BS), Finance, General
UBS May 2015 - July 2015
Merrill Lynch June 2014 - August 2014
The Benchmark Company July 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - October 2012
Silberman Stringing Company January 2008 - September 2012
Skills
Time Management, Leadership, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Modeling, Financial Statement..., Economics, Bloomberg
Education
University of Wisconsin-Madison 2014 — 2016
Master's Degree, Applied Securities Analysis
University of Wisconsin-Madison - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
Bocconi University 2013 — 2013
Tenafly High School 2006 — 2010
Diploma
Mylan March 2014 - Present
Mylan August 2012 - February 2014
Armada Supply Chain Solutions February 2012 - August 2012
West Virginia University August 2011 - February 2012
University of Pittsburgh January 2009 - July 2011
The Benchmark Company July 2010 - July 2010
Armadillo Trading Co May 2009 - August 2009
Skills
Access, Accounts Receivable, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Process Improvement, Research, Supply Chain Management, Team Leadership, Teamwork, Time Management, Public Speaking, Leadership, Google Analytics, Financial Reporting
Education
University of Pittsburgh 2007 — 2011
B.S., Finance
The Benchmark Company March 2015 - June 2015
Panacea Healthcare Solutions June 2014 - September 2014
University Primetime September 2013 - December 2013
Rostek Innovations April 2011 - August 2012
Skills
Marketing, Microsoft Office, Time Management, PowerPoint, Social Media, Teamwork, Microsoft Excel, Microsoft Word, Leadership, Social Networking, Management, Social Media Marketing, Multi Tasking, Team Leadership, Sales, Public Speaking, Graphic Design, Adobe Creative Suite, Dreamweaver, Photoshop, Illustrator, HTML, CSS
Education
Monmouth University 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management - Marketing, Minor in Information Technology
North Hunterdon High School 2008 — 2012
High School Diploma
Iberia Capital Partners September 2013 - Present
The Benchmark Company September 2012 - August 2013
Vertage Clothing, LLC. September 2009 - February 2011
BCBG Max Azria September 2008 - May 2009
Skills
Financial Analysis, Market Research, Merchandising, Equity Research, Financial Modeling, Marketing, Fashion, Microsoft Excel, Bloomberg, Valuation, PowerPoint, Access, Business Strategy, Competitive Analysis, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Louisiana State University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Elite Boston Landmark Realty August 2013 - Present
The Benchmark Company January 2004 - August 2012
Resources Bancshares Mortgage Group (RBMG) April 2002 - December 2003
New York Mets June 2001 - March 2002
Skills
Equity Trading, Market Making, Electronic Trading, Series 7, Series 63, series 55, Options, Trading, Equities, Excel, Microsoft Office, Financial Markets, ETFs, Stocks, Traders, Trading Systems, Securities, FINRA, Bloomberg, Customer Service, Derivatives, Hedge Funds, Investments, Loans, Microsoft Excel, Mortgage Lending, Sales, Mutual Funds
Education
Florida Southern College 1997 — 2002
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Loomis Chaffee 1996 — 1997
Framingham High School 1992 — 1996
The London Company September 2012 - March 2014
Mizuho Securities April 2010 - February 2012
Forefront Advisory 2009 - 2010
The Benchmark Company 2008 - 2009
Morgan Joseph 2005 - 2008
Independent Research Group 2003 - 2005
Investec 2001 - 2002
Skills
Equities, Trading, Securities, Series 7, Series 63, Series 24, Series 4, Series 9, Series 10, Series 55, Series 53, Bloomberg, Trading Systems, Equity Trading, Equity Research, Electronic Trading, Hedge Funds, FINRA, Prime Brokerage, Middle Office, Derivatives, Fixed Income, Options
Education
Rider University 1994 — 1996
The Vertical Group July 2015 - Present
NewLight Africa, Ltd. August 2014 - Present
Greenhouse Strategies August 2011 - Present
Panel Point Global Ltd February 2008 - Present
The Benchmark Company 2007 - 2012
Commonwealth Associates, LLP 2004 - 2007
Sumitomo Corporation of America 2001 - 2004
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Valuation, Financial Modeling, Investments, Financial Analysis, Venture Capital, Mergers, Corporate Finance, Hedge Funds, Start-ups, Emerging Markets, Financial Structuring, Business Development, Corporate Development, Due Diligence, Investor Relations, Mergers & Acquisitions, LBO, Restructuring, Entrepreneurship, Business Strategy, Management, Strategic Planning, Strategy, Negotiation
Education
Wharton School of Business 1994 — 1996
MBA, Finance, Healthcare Management
B. Riley & Co. March 2015 - Present
The Benchmark Company September 2014 - March 2015
Avatar Securities, LLC January 2011 - September 2011
Blackmore Partners October 2010 - January 2011
Skills
Management, Equities, Mergers, Equity Trading, Mergers & Acquisitions, Finance, Private Equity, Trading, Investments, Fixed Income, Hedge Funds, Derivatives, Analysis, Financial Analysis, Equity Research, Valuation, Financial Modeling
Education
CFA Institute
University of Colorado Boulder 2006 — 2010
B.S., Finance, Economics
Universidad Pablo de Olavide 2009 — 2009
International Business, Spanish
The Benchmark Company August 2005 - March 2010
Blaylock & Partners May 2003 - November 2004
A.G. Edwards & Sons, Inc. April 1998 - April 2003
Skills
Sales, Creative Problem Solving, Timely Decision Making, Positive Reinforcement
Education
Denison University 1982 — 1986
BA
The Taft School 1978 — 1982
Principal Financial Group December 2010 - Present
New England Financial August 2009 - December 2010
The Benchmark Company July 2008 - August 2009
Oppenheimer & Co. September 1994 - June 2008
Skills
401k, Asset Allocation, Series 7, Series 63, Series 24, series 66, Income Protection, IRAs, Disability Insurance, Estate Planning, Pension plans, Survivor Income, Deferred Compensation, Long Term Care Insurance
Education
University of Scranton 1990 — 1994
BS, Accounting
Hofstra University 1995 — 1997
MBA, Finance
Duke University 2011 — 2012
Office of Continuing Studies, Executive Certificate in Financial Planning
The Benchmark Company July 2014 - Present
Private October 2010 - March 2014
Skills
Series 7, Equities, Investments, Investment Banking, Financial Modeling, Valuation, Capital Markets, Fixed Income, Corporate Finance, Venture Capital, Portfolio Management, Financial Analysis, Due Diligence, Private Equity, Mergers & Acquisitions
Education
University of Alabama
Bits Technical Corporation January 2015 - June 2015
The Benchmark Company March 2014 - January 2015
Equitas Capital Advisors, LLC January 2014 - March 2014
The Idea Village October 2013 - December 2013
Washington University in St. Louis School of Law October 2012 - April 2013
Washington University Student Media, Inc. dba Student Life Newspaper February 2010 - March 2013
PwC June 2012 - August 2012
Skills
Editing, Microsoft Office, Valuation, Java, Python, Press Releases, Research, Public Speaking, Microsoft Excel, LaTeX, Taiwanese, WordPress, Data Analysis, Analysis, Photoshop, Finance, Visual Basic, Chinese, External Audit, Eviews, Certified Wilderness..., QuarkXPress
Education
University of Pennsylvania 2015 — 2017
Master's degree, Computer and Information Technology
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master's degree, Finance, General
Washington University in St. Louis 2010 — 2013
Bachelor of Arts, Political Science, Economics, and Philosophy-Neuroscience-Psychology
Wake Forest University 2009 — 2009
Asheville School 2006 — 2009
Owens Corning May 2014 - August 2014
WallStreetOasis.com November 2012 - October 2013
BRICS Securities July 2010 - August 2011
Elixir Electronics April 2009 - March 2010
Concord Equity Partners August 2008 - March 2009
The Benchmark Company November 2007 - February 2008
The Dow Chemical Company July 2006 - April 2007
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Risk Management, operational analysis, New Business Development, Operational Streamlining, Business Analysis, Optimization
Education
Georgia Institute of Technology 2013 — 2015
Master's degree, International Relations and Affairs
Columbia University in the City of New York 2007 — 2008
M.S., Operations Research
Anna University 2002 — 2006
B.Tech, Chemical Engineering
Knights of Columbus May 2015 - Present
Sigma Pi Fraternity, International December 2014 - Present
Italian Riviera June 2011 - Present
Saatchi & Saatchi Wellness June 2015 - August 2015
The Benchmark Company February 2015 - May 2015
Vivint November 2014 - May 2015
Skills
Customer Service, Microsoft Office, Sales, Retail, Time Management, Marketing, Team Leadership, Teamwork, Social Media, PowerPoint, Microsoft Word, Social Networking, Leadership, Public Speaking, Social Media Marketing, Advertising, Public Relations, Facebook, Marketing Strategy, Communication
Education
Monmouth University 2012 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Eaton Vance Management March 2011 - Present
Putnam Investments November 2008 - March 2011
The Benchmark Company May 2007 - August 2007
Skills
Equity Research, Finance, Mutual Funds, Investments, Financial Modeling, Factset, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
BBA, Finance
Greenfield Center School
The Benchmark Company May 2010 - Present
Skills
Series 63, Series 7, Series 86, Series 87, Equity Valuation, Fundamental Research, Analytics, Financial Modeling, Equity Research
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA)
University of Missouri - St. Louis 2005 — 2009
BSBA, Finance, Accounting, International Business
PGi March 2015 - Present
FTI Consulting September 2013 - March 2015
University of Georgia Office of Sustainability January 2012 - July 2013
Dominick & Dominick LLC May 2011 - July 2011
Dominick & Dominick LLC June 2010 - July 2010
The Benchmark Company June 2009 - July 2009
Skills
PowerPoint, Research, Leadership, Data Analysis, Microsoft Excel, Analysis, Social Networking, Social Media, Financial Analysis, Access, Microsoft Word, Microsoft Office, Nonprofits, Fundraising, Marketing, Teamwork, Event Planning, Public Relations, Community Outreach, Blogging, Team Leadership, Budgets, SPSS, Public Speaking, Consulting, Financial Modeling
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
University of Oxford 2012 — 2012
Coursework in Economics
Knight Point Systems January 2013 - Present
IBM June 2012 - December 2012
Luxury Beach December 2011 - January 2012
The Benchmark Company June 2011 - August 2011
Georgetown University Phonathon June 2010 - August 2010
Office of Congressman Charlie Dent June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Minitab, Microsoft Office, Financial Analysis, Team Leadership, Visio, Strategic Planning, Data Analysis, Microsoft Word, Customer Service, Sales, Leadership, Financial Modeling, Finance, Forecasting
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance, International Business
Parkland High School 2004 — 2008
The Benchmark Company April 2014 - Present
Vandham Securities September 2008 - April 2014
Longwood Investments August 2001 - August 2008
Skills
Equity Trading, Series 7, Options, Hedge Funds, Equities, Electronic Trading, Series 63, ETFs, Series 24, Trading Systems, Trading, Bloomberg, Securities, Portfolio Management, Capital Markets, Alternative Investments, Technical Analysis, Equity Research, FINRA
Education
Ohio Wesleyan University 1997 — 2000
Picnic Depot May 2013 - Present
University of Scranton February 2013 - January 2015
The Benchmark Company June 2014 - August 2014
Skills
Research, Microsoft Office, Time Management, Public Speaking, PowerPoint, Leadership, Social Media
Education
University of Scranton 2011 — 2015
Bachelor's Degree, Finance, General, 3.90
The Benchmark Company 2006 - Present
Dean Witter, Mesirow Financial, FBR, Wells Fargo Securities 1992 - 2005
Standard Chartered Financial Group, Fort Hill Investors Management 1982 - 1992
Skills
Investments, Portfolio Management, Research Sales, Equities
Education
Babson College 1983 — 1988
Master of Business Administration (MBA), Business/Managerial Economics
Babson College 1980 — 1982
Bachelor of Science (BS), Finance and Investments
Collective Bias July 2015 - Present
Collective Bias November 2013 - July 2015
Collective Bias May 2013 - November 2013
Continental Energy Group LLC May 2012 - August 2012
Neuberger Berman June 2011 - August 2011
Ramapo Country Day Camp June 2009 - August 2010
The Benchmark Company June 2008 - July 2008
Skills
Social Media, Facebook, Research, Data Analysis, Start-ups, Instagram, SEO, Business Strategy, Twitter, Social Media Marketing, Digital Strategy, Digital Media, Photoshop, iMovie, Microsoft Word, PowerPoint, Microsoft Excel
Education
University of Michigan 2009 — 2013
Bachelor's Degree, Economics
Barclays Capital July 2011 - Present
The Benchmark Company August 2008 - July 2011
Calyon 2007 - 2008
Education
University of Richmond 2003 — 2007
BS
University of Richmond - Robins School of Business 2003 — 2007
Bachelor of Science (BS)
Premier Corporate Services LLC July 2015 - Present
The Benchmark Company August 2009 - July 2015
Trade Manage Capital March 2003 - August 2009
AXA Advisors May 2001 - March 2003
Sands Brothers 1997 - 2001
Skills
Sales Management, Sales Operations, Legal Support Services, Business Formation
Education
Long Island University, Southampton Campus
Bachelor of Science (BS), Sociology
The George Washington University
Psychology
The Benchmark Company October 2012 - Present
Wedbush Securities May 2009 - August 2012
Wells Fargo Private Bank May 2008 - September 2008
Putnam Investments January 2006 - December 2006
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Investments, Valuation, Financial Analysis, Securities, Equities, Bloomberg, Uniform Combined State..., Portfolio Management, Asset Management, Financial Markets, Capital Markets, Hedge Funds, Mutual Funds
Education
Pepperdine University, Graziadio School of Business and Management 2007 — 2009
Master, Business Administration; Finance
University of Notre Dame - Mendoza College of Business 2001 — 2005
Bachelor, Business Administration, Management
The SDDCO Group February 2015 - Present
Dominick & Dominick LLC November 2013 - January 2015
The Benchmark Company August 2010 - April 2013
Pali Capital July 2003 - February 2010
Pelion Securities Corporation September 2006 - December 2008
Skills
Securities, Series 7, Hedge Funds, Capital Markets, Series 63, Equities, Equity Trading, Bloomberg, Trading, Options, Dodd-Frank, Investments, Series 24, Financial Markets, Electronic Trading, Series 4, Derivatives, Fixed Income, FINRA, Equity Research, Investment Banking, Financial Services
Education
Rider University
B.S. Business Administration, Finance
HVAC Brain Inc October 2012 - Present
NextGen Sciences January 2011 - October 2012
Optiem January 2010 - February 2011
Optiem January 2009 - January 2010
Keithley Instruments December 2003 - January 2009
National Instruments June 1999 - November 2003
Fisher-Rosemount January 1999 - March 1999
The Benchmark Company May 1998 - August 1998
Dell June 1997 - August 1997
Skills
Direct Marketing, Database Marketing, Web Marketing, Marketing, Email Marketing, Digital Marketing, Online Marketing, Marketing Strategy, Product Marketing, Marketing Communications, Management, Integrated Marketing, Market Research, Strategy, CRM, Lead Generation, SEO, Marketing Management, SEM, Advertising, E-commerce, Cross-functional Team..., Business Development
Education
Weatherhead School of Management at Case Western Reserve University 2006 — 2009
Masters, MBA
Texas A&M University 1993 — 1998
BA, Marketing
The Benchmark Company 2004 - Present
Herzog, Heine and Geduld / Merrill Lynch 1986 - 2001
Skills
Equity Trading, Series 63, Series 7, Trading, Equities, Electronic Trading, ETFs, Bloomberg, Proprietary Trading, Market Making, Traders, Trading Systems, Equity Derivatives, FINRA, Options, Capital Markets, Securities, Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1998
BS, Finance / Economics
Tiburon Capital Management, LLC February 2015 - Present
Angel Compass Network January 2013 - Present
Morgan Stanley February 2014 - August 2014
Water Island Capital, LLC November 2010 - August 2013
Citigroup February 2010 - November 2010
Moodys Corporation August 2009 - November 2009
The Benchmark Company August 2007 - October 2008
Citigroup November 2006 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, Hedge Funds, Financial Risk, Equity Research, Budgets, Credit, Series 7, Investment Banking, Analysis, Forecasting, Finance, Equities, Bloomberg, Alternative Investments, Asset Management, Capital Markets, Valuation, Due Diligence, Securities
Education
Pace University - Lubin School of Business 2013 — 2016
Executive MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Science (BS), Finance
Temple University 2001 — 2005
BA, Political Science
SBA Communications September 2012 - Present
The Benchmark Company April 2009 - September 2012
Stanford Group Company February 2004 - March 2009
Prudential Financial June 2002 - February 2004
VDC Communications June 1998 - June 2001
Skills
Valuation, Investment Banking, Private Equity, Portfolio Management, Financial Modeling, Mergers, Investments, Financial Analysis, Due Diligence, Asset Managment, Risk Management, Venture Capital, Real Estate, Business Development, Equities, Equity Research
Education
Princeton University 1989 — 1993
BS, Economics
The Benchmark Company September 2012 - Present
Rodman & Renshaw May 2006 - June 2012
Thomson Financial April 1999 - May 2006
Skills
Investment Banking, Corporate Finance, IPO, Secondary Offerings, Corporate Advisory, M&A Advisory Services, Financial Modeling, Valuation, International, Emerging Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1996
Master of Business Administration (MBA)
Bernardi Holdings LLC 2013 - Present
GigaTrust 2012 - Present
WJB Capital Group, Inc. 2011 - 2012
The Benchmark Company 2007 - 2011
FBR 2004 - 2007
Skills
Capital Markets, Bloomberg, Financial Modeling, Equities, Series 7, Valuation, Investments, Hedge Funds
Education
Trinity College-Hartford 2000 — 2004
Georgetown Preparatory 1997 — 2000
Cova Capital Partners August 2012 - Present
The Benchmark Company February 2011 - October 2012
MDB Capital Group January 2009 - May 2011
FairLook Advisors LLC January 2007 - January 2009
Fairview Capital Group - Whitaker Securities January 2002 - December 2006
High Noon Entertainment 1987 - 2001
Skills
Lifesciences, Medical Devices, Marketing, Private Equity, Biotechnology, Investment Banking, Due Diligence, Equities, Capital Raising, Investments, Series 7, Mergers & Acquisitions, Strategy, Portfolio Management, Capital Markets, Financial Modeling, Equity Research, Valuation, Venture Capital, Hedge Funds
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of New Hampshire
Aerotek October 2013 - Present
The Benchmark Company March 2012 - October 2013
WJB Capital May 2008 - January 2012
Bear Stearns October 2002 - May 2008
Sands Brothers April 1999 - March 2002
Skills
Equity Derivatives, Options, Equity Trading, Trading, Electronic Trading, Equities, Hedging, Bloomberg, FX Options, Hedge Funds, Capital Markets, Derivatives, Equity Research, Securities, Series 63, Series 24, Financial Modeling, Asset Management, Alternative Investments, FINRA, Trading Systems, Series 7, Proprietary Trading, Trading Strategies, ETFs, Financial Markets, Market Making, Volatility, Structured Products, Series 4, Serie, SaaS
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York at Albany
BA, Sociology
Ramsey Chrysler Jeep Dodge September 2014 - October 2015
Ramsey Acura September 2013 - September 2014
Prestige Lexus May 2012 - August 2013
The Benchmark Company July 2010 - May 2012
BENCHMARK COMPANY July 2010 - May 2012
BMO Capital Markets April 2000 - June 2010
BMO Capital Markets April 2000 - June 2010
Fox-Pitt, Kelton April 1996 - March 2000
FOX-PITT KELTON, INC January 1996 - January 2000
FIRST MANHATTAN CO January 1992 - January 1995
Skills
Series 7, Equities, Trading Systems, Options, Equity Trading, Capital Markets, Bloomberg, Portfolio Management, Mergers & Acquisitions, Trading, Equity Research, Series 63, Hedge Funds, Electronic Trading, Financial Markets, Securities, Investment Banking, Automobile, Sales Management, Finance, Negotiation, Internet Savvy, Leasing, Mentoring, New Business Development, Financial Services, Investments
Education
University of Maryland 1977 — 1981
B.S, Finance and Marketing
University of Maryland College Park 1977 — 1981
Bachelor of Science, Marketing
University of Maryland College Park 1977 — 1981
Bachelor's degree, Marketing
The Benchmark Company 2007 - Present
Hapoalim Securities USA June 2006 - January 2007
KeyBanc Capital Markets 2000 - 2006
BearingPoint 1997 - 2000
BOC Gases 1992 - 1997
Skills
Equity Research, Equities, Investment Banking, Bloomberg, Capital Markets, Enterprise Software, Chemical Engineering, Chemical Industry, Software Industry, Series 7, Series 63, Valuation, Hedge Funds, Financial Modeling
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Finance
Geneva College 1983 — 1987
BS, Chemical Engineering
Vipeline April 2014 - Present
Vipeline April 2013 - April 2014
The Benchmark Company October 2010 - April 2013
RBC Capital Markets March 2007 - June 2010
Prudential Equity Group July 1997 - March 2006
Skills
Asset Management, Alternative Investments, Capital Markets, Equities, Equity Research, Equity Sales, Financial Modeling, Hedge Funds, Equity Valuation, Investments, Management, Portfolio Management, Series 7, Start-ups, Valuation
Education
Columbia Business School 1992 — 1994
Hamilton College 1985 — 1989
The Benchmark Company April 2014 - Present
SecuredGrowth™ Quantitative Research May 2013 - February 2014
Vandham Securities Corp March 1998 - April 2013
Standard & Poor's March 1982 - February 1998
Skills
Equity Research, Economic Research, Sales, Relationship Marketing, Customer Service, Fixed Income, Series 63, Selling, Securities, Capital Markets, Equities, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Portfolio Management, Alternative Investments, Series 24, Equity Trading, Asset Management, Wealth Management, Risk Management, Management
Education
Manhattan Prep
Pace University
BBA, Marketing
Iona College
MBA, Finance
Piolet Capital February 2015 - Present
Columbia Business School January 2014 - May 2015
Red Oak Growth Partners September 2014 - January 2015
The Benchmark Company July 2008 - November 2013
FTN Midwest June 2007 - June 2008
FTN Midwest August 2006 - May 2007
FTN Midwest August 2005 - June 2006
Skills
Series 63, Series 7, Valuation, Financial Modeling, Investments, Excel, Customer Relations, Microsoft Office, Research, Financial Analysis, Equity Research, Data Analysis, Equities, Institutional Sales, Securities, Hedge Funds, Capital Markets, Microsoft Excel
Education
Columbia University - Columbia Business School 2014 — 2015
Trinity College-Hartford 2001 — 2005
B.A., Economics
University School 1997 — 2001
Thru January 2015 - Present
PayTap - Shared Payments June 2012 - January 2015
The Benchmark Company July 2009 - April 2012
Sanders Morris Harris December 2005 - September 2008
Southwest Securities December 2000 - April 2004
Stephens Inc. October 1998 - October 2000
Rauscher Pierce Refsnes 1991 - 1998
Skills
Series 7, Series 63, Equities, Securities, Investments, Hedge Funds, Capital Markets, Equity Trading, Bloomberg, Venture Capital, Private Equity, Alternative Investments, Asset Management, Asset Managment, Wealth Management, FINRA, Portfolio Management, Electronic Trading, Trading Systems, Financial Services, Risk Management, Fixed Income, Investment Advisory, Options, Corporate Finance, ETFs, Financial Markets, Series 24
Education
Miami University 1976 — 1980
B.S., Finance
Atlantic Investment Management September 2001 - Present
HD Brous September 2000 - July 2001
The Benchmark Company July 1998 - August 2000
Skills
Hedge Funds, Equities, Stock Picking, Asset Managment, Equity Research, Bloomberg, Investments, Valuation, Modeling, Asset Management, Equity Valuation
Education
Cornell University - Johnson Graduate School of Management 1988 — 1990
MBA, Accounting and Finance
Vanderbilt University Law School 1985 — 1988
JD, Banking, Corporate, Finance, and Securities Law
The Benchmark Company March 2003 - Present
Skills
Equity Trading, Series 63, Series 7, Equities, Electronic Trading, Options, Bloomberg, Securities, ETFs, Valuation, Asset Management, Financial Markets, Hedge Funds, Trading, Portfolio Management, Trading Systems, Capital Markets, Equity Research
Education
California State University-Northridge 1985 — 1995
Bachelor of Science (BS), Finance, General
California State University-Northridge 1988 — 1991
Cowen March 2013 - Present
Dahlman Rose & Company July 2010 - March 2013
Jesup & Lamont November 2008 - June 2010
Citi January 2007 - July 2008
The Benchmark Company May 2003 - January 2007
Buckingham Research Group January 1998 - May 2003
Smith Barney December 1994 - November 1997
Lehman Brothers July 1987 - July 1994
Drexel Burnham Lambert 1985 - 1987
Skills
Strategic Planning, Airlines, Air Freight, Aircraft Leasing, Equities, Valuation, Financial Modeling, Trading, Portfolio Management, Equity Research, Mergers, Financial Analysis, Capital Markets, Private Equity, Investment Banking, Investments, Venture Capital, Restructuring, Bloomberg, Fixed Income, Leveraged Finance, Finance, Securities, Mergers & Acquisitions, Hedge Funds, Due Diligence, Equity Valuation, Structured Finance, Emerging Markets, Series 7, Financial Services, Financial Markets, Alternative Investments, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
Montclair State University 1975 — 1979
BA, Speech & Theater, Marketing
Gulf & Pacific Group October 2012 - Present
ISI Capital May 2008 - May 2011
Sterne Agee & Leach June 2007 - April 2008
The Benchmark Company March 2004 - June 2007
Brean Murray, Carret & Co September 2001 - March 2004
Salomon Smith Barney February 1998 - September 2001
Donaldson, Lufkin & Jenrette July 1996 - February 1998
Skills
Customer Service, New Business Development, Sales Management, Sales, Banking, Account Management
Education
Tulane University 1993 — 1995
Masters of Accounting, Accounting
Tulane University 1989 — 1993
Bachelor of Science in Management, Business
Fidelity Investments June 2013 - Present
B Riley Co February 2011 - March 2013
Fidelity Investments February 2006 - January 2011
The Benchmark Company February 2004 - February 2006
Brokerage America January 2002 - February 2004
Deutsche Bank February 1998 - January 2002
Skills
Series 65, Financial Markets, Series 7, Series 24, Series 55, Series 63, Life Insurance, Equity Trading, Financial Planning
Education
Boston College 1991 — 1995
Bachelor of Arts (BA)
Hingham High School 1988 — 1991
Deloitte 2014 - Present
The Benchmark Company July 2007 - May 2013
Burke, Perry, & Thorndike, LLC 2006 - June 2007
The de Burlo Group, Inc. June 2004 - August 2004
Skills
Series 7, Bloomberg, Equities, ETFs, Financial Modeling, Investments, Valuation, Series 63, Capital Markets, Investment Banking, Market Making, Portfolio Management, Equity Research, Equity Trading
Education
Northeastern University 2013 — 2014
MSA/ MBA, Accounting/ Business
Milton Academy
Swarthmore College
B.A., Economics
The Benchmark Company August 2009 - Present
The Benchmark Company 2009 - 2013
SWS Group 2001 - 2005
Skills
Equities, New Business Development, Investments
Education
Miami University 1977 — 1981
Bachelor of Science, Business Adminstration
StarVanGrouw, LLC December 2013 - Present
EDI Financial May 2008 - December 2013
The Benchmark Company January 2002 - September 2005
Skills
Equities, Fixed Income, Asset Management, Alternative Investments, Series 7, Portfolio Management, Financial Markets, Investments, Series 63, Equity Trading, Asset Allocation, Hedge Funds, Fund Of Funds
Education
The George Washington University 1991 — 1995
The George Washington University
Bachelor of Accountancy, Accounting and Finance
BTIG May 2012 - Present
Collins Stewart June 2011 - February 2012
The Benchmark Company June 2010 - December 2010
UBS January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Equities, Financial Analysis, Valuation, Investment Banking, Equity Research, Series 7, Equity Valuation, Research
Education
Fordham University
Bachelor of Science (BS), Finance
Hofstra University
MBA, Finance
The Benchmark Company July 2013 - Present
Cardialysis January 2009 - Present
Morgan Keegan March 2011 - 2012
The Stanford Group July 2007 - April 2009
A.G. Edwards & Sons, Inc. 2000 - 2008
A.G. Edwards 2000 - 2008
Guidant 1991 - 1998
Skills
Equity Research, Hedge Funds, Portfolio Management, Series 7, Series 63, Clinical Trial..., Investment Analysis, Competitive Analysis, Market Analysis, Valuation, Clinical Research, Healthcare, R&D, Medical Devices, Clinical Trials, Cardiology, Orthopedic, FDA, Neurology, Commercialization, Due Diligence, Biotechnology, Venture Capital
Education
Brandeis University
PhD, Philosophy
Northeastern University
Bachelor of Arts (B.A.), Philosophy
University of Minnesota-Twin Cities
Post Doctoral
University of Saint Thomas - School of Business
MBA, Finance
EdgeRock Technology Partners April 2014 - Present
Independent Consultant May 2011 - Present
The Benchmark Company April 2009 - May 2011
The Stanford Group February 2006 - April 2009
Wells Fargo Securities April 2004 - February 2006
Skills
Equities, Asset Management, Start-ups, Equity Research, Series 7, Sales, Hedge Funds, Investments, Financial Modeling, Securities, Portfolio Management, Alternative Investments, Management, Valuation, Bloomberg
Education
Amherst College 1985 — 1989
B.A., History & Political Science
KLS Diversified Asset Management LP February 2015 - Present
Highbridge Capital Management January 2014 - February 2015
Highbridge Capital Management October 2010 - January 2014
The Benchmark Company June 2009 - August 2009
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Alternative Investments, Asset Management, Investments, Derivatives, Bloomberg Terminal, Equity Research
Education
Syracuse University 2006 — 2010
Bachelors, Finance
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
The Benchmark Company February 2013 - Present
Noble Financial April 2012 - February 2013
Dawson James Securities January 2010 - March 2012
Skills
Private Equity, Investment Banking, Venture Capital, Private Placements, Valuation, Due Diligence, IPO, Investments, Hedge Funds, Capital Markets, Mergers & Acquisitions, Equities, Corporate Finance, Financial Modeling, Asset Management, Equity Research, Alternative Investments, Trading, Securities, Series 7
Education
Harvard Business School 1980 — 1982
Master of Business Administration (MBA), Finance, General
Boston University
Bachelor of Science (BS), Finance
Zaro's Bakery February 2013 - Present
The Benchmark Company September 2010 - Present
Zaro's Bread Basket March 2010 - August 2010
Skills
Sports Marketing, Sports, Retail, Microsoft Excel, Microsoft Office, Social Media, Entertainment
Education
Union College 2004 — 2008
B.A, History
ICAP 2015 - Present
Princeton Securities Group 2012 - 2014
Schottenfeld Associates 2011 - 2011
The Benchmark Company April 2003 - March 2010
NYSE 2001 - 2002
Skills
Proprietary Trading, Financial Markets, Trading Strategies, Equity Research, Equities, Liquidity, Electronic Trading, Global Macro, Technical Analysis
Education
Rutgers University 1996 — 2000
BA, Economics, Statistics, Philosophy
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)
The Benchmark Company June 2013 - Present
Direct Access Partners April 2012 - May 2013
Addax Brands September 2009 - April 2012
Loeb King Capital Management October 2007 - May 2009
RBC Capital Markets February 2006 - October 2007
Levin Capital Strategies April 1996 - December 2006
Skills
Research, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Marketing, Equities, New Business Development, Investments, Analysis, Market Research, Hedge Funds, Series 7, Equity Trading, Equity Derivatives, Options, Bonds, Event Driven, Arbitrage, Special Situations
Education
Brandeis University 1989 — 1993
Bachelor's degree, History, Philosophy
The Benchmark Company June 2003 - September 2010
FINRA 1985 - 1995
Skills
Broker-Dealer, Series 24, Securities, Capital Markets, AML, Equities, USA PATRIOT Act, Investment Banking, Securities Regulation, OFAC, Equity Trading, Options, Private Placements, Trading, Financial Regulation, Electronic Trading, Trading Systems, Prime Brokerage, Series 63, Hedge Funds, FINRA, Series 7, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
MBA, Finance
Pace University 1979 — 1985
BBA, Finance
the benchmark company 2007 - 2012
ndb capital markets 1974 - 2002
ndb capital markets 1974 - 2002
ndb capital markets 1974 - 2002
Skills
Series 7, Series 63, Securities, Investments, Hedge Funds, Trading, Equity Trading, Options, Electronic Trading
Education
Bethel University 1961 — 1966
Bachelor of Arts (BA), Economics
The Benchmark Company March 2009 - Present
Stanford Group December 2007 - February 2009
MSC Financial Advisors December 2006 - November 2007
Skills
Hedge Funds, Valuation, Equity Research, Equities, Investment Banking, Capital Markets, Asset Allocation, Securities, Investment Management, Series 7, Investment Advisory, Series 63, Financial Modeling, Investments, Financial Analysis
Education
Cornell University 2001 — 2005
Bachelor of Arts (BA), Economics