The GMS Group
Industry: Company
DescriptionFounded: 1979 Parent organization: GMS Group Holdings Corp.
The GMS Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The GMS Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The GMS Group Employees
Morgan Stanley June 2014 - Present
Redburn Partners March 2011 - Present
The GMS Group November 2007 - March 2011
Ramada November 2005 - July 2007
Skills
Microsoft Office, Series 7, Series 63, Heavy Calendaring, Travel Management, Microsoft CRM, Office Administration, Customer Service, Investments, Administrative..., Corporate Finance, Spreadsheets, Human Resources, Equity Research, Microsoft Excel, Sales, Securities, Sales Operations, CRM, Event Management, Event Planning, Microsoft Word, PowerPoint, Public Relations, Strategic Planning, Finance, Financial Analysis, Social Media, Marketing
Education
Penn State University
Business, Finance
EquityBuild & Equity Build Finance May 2015 - Present
CAPNET Securities April 2014 - December 2014
Building Turbines, Inc. March 2013 - April 2014
Project 21, LLC December 2011 - March 2013
The GMS Group July 2011 - January 2012
DePelchin Children's Center September 2009 - August 2011
Skills
Investments, Private Equity, Securities, Investment Banking, Financial Modeling, Equities, Strategic Financial..., Valuation, Portfolio Management, Investment Strategies, Mergers & Acquisitions, Fixed Income, Entrepreneurship, Statistics, Start-ups, Strategic Planning, Venture Capital, Corporate Finance, Bonds, Sales, Real Estate Private..., Commercial Real Estate, Capital Markets, Financial Analysis, Mutual Funds, Series 7, Equity Trading, Stockbroking, Cold Calling, Option Valuation, SWOT analysis, Retirement Planning, Asset Managment, Fixed Annuities, Private Placements, Banking, IPO, Alternative Investments, Stock Trading, Real Estate Transactions, Fundraising, Mortgage Lending, Mortgage Banking, Risk Management, Insurance, VA loans, Phone Sales, Credit Analysis, LBO, Mortgage Notes
Education
University of Houston, C.T. Bauer College of Business 2009 — 2013
Bachelor's Degree, Finance, 3.66 GPA
The GMS Group October 2013 - Present
Merrill Lynch June 2013 - November 2013
BofI Federal Bank 2011 - 2013
AequiCap Insurance Company April 2008 - August 2009
Hard Pressure Wash LLC February 2002 - October 2007
Summit Capital Lending INC January 2005 - March 2006
Applied Cardiac Systems, Inc. April 2000 - November 2002
Skills
Annuity Valuation., Team Management, Work Well Independently, Fitness, Competitive, Strategic Negotiations, Sales Process, Sales Presentation..., Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, Written & Oral..., Strategic Communications, Personal Development, Operations Management, Management, Team Leadership, Organizational..., Leadership, Venture Capital, Private Equity, Equity Valuation, Banking, Financial Analysis, Time Management, Portfolio Management, Sales, Finance, Analysis, Microsoft Office, Customer Service, Investments
Education
Florida Atlantic University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Economics, Banking, and Securities Law
University of North Florida 2003 — 2004
General Studies
Merrill Lynch April 2014 - Present
PNC 2005 - 2013
The GMS Group 2000 - 2002
Education
Seton Hall University
Finance, General
Wells Fargo Financial Advisors Network LLC December 2004 - Present
Smith Barney May 1994 - November 2004
AF Best Securities January 1991 - April 1994
The GMS Group January 1989 - January 1991
Greystone Nash International Investment Bankers October 1987 - December 1990
Tartan Foods June 1986 - September 1987
Marstan Industries January 1985 - June 1986
Skills
Estate Planning, Series 7, Retirement Planning, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, Retirement, Mortgage Lending, ETFs, Financial Analysis, Securities, Fixed Income Portfolio..., Municipal Bonds, Variable life insurance
Education
University of Delaware 1979 — 1983
BA, History & Political Science
Whitefield Theological Seminary 2013 — 2016
Doctor of Philosophy (PhD) History (in progress), Reformation History and Theology
Whitefield Theological Seminary 2007 — 2013
Masters of Arts Religion, Theology and Apologetics
Reformed Theological Seminary RTS 2003 — 2005
Theology/Theological Studies
Salesianum 1976 — 1979
High School
Forward Junior High School 1974 — 1975
Mt. Pleasant Junior High 1973 — 1974
Paxtang Elementary School 1966 — 1973
ACA Compliance Group May 2014 - Present
Fidelity Investments 2013 - May 2014
Fidelity Investments February 2012 - September 2013
The GMS Group June 2011 - February 2012
Skills
Series 7, Series 66, Bonds, Securities, Fixed Income, Excel, Structured Products, Mutual Funds, Portfolio Management, Customer Service, Sales, Sales Operations
Education
University of Scranton 2007 — 2011
B.A.
Union Gaming November 2014 - Present
Telsey Advisory Group April 2012 - November 2014
The GMS Group May 2009 - April 2012
The GMS Group May 2007 - May 2009
Goldman Sachs June 2006 - January 2007
Millennium Pharmaceuticals 2005 - 2006
Liberty Mutual Insurance 2004 - 2005
Skills
Financial Modeling, Valuation, Fixed Income, Restructuring, Credit Analysis, Structured Finance, Real Estate Finance, Leveraged Finance, Financial Statement..., Equity Research, Bloomberg, Equities, Investment Banking, Capital Markets, Investments, Equity Valuation, Hedge Funds, Securities, Series 7, Series 63, Corporate Finance, Due Diligence, Bonds, Financial Analysis, FINRA, Financial Services, Mergers & Acquisitions, Finance, Private Equity, Financial Markets, Equity Capital Markets, DCF, Financial Reporting, High Yield, Structured Products, LBO, Business Valuation
Education
Northeastern University 2002 — 2007
Bachelor of Science, Finance and Entrepreneurship
La Salle College High School 1998 — 2002
Goldman Sachs April 2015 - Present
One William Street Capital February 2013 - April 2015
TSG Reporting July 2010 - January 2013
The GMS Group June 2009 - March 2010
Skills
Portfolio Management, Bonds, Investments, Wealth Management, Fixed Income, Securities, Equities, Bloomberg, Asset Managment, Financial Analysis, Financial Modeling, Management, Valuation, Strategic Financial..., Financial Markets, Asset Allocation, Risk Management, Trading, Capital Markets, Alternative Investments
Education
Bucknell University 2005 — 2009
BSBA, Management
Bucknell University 2005 — 2009
School of Management: BS, Business Administration
Newark Academy 1997 — 2005
High School
Oppenheimer & Co. Inc. June 2015 - Present
Wells Fargo Advisors, LLC August 2014 - May 2015
The GMS Group August 2011 - August 2014
UBS Wealth Management June 2009 - August 2009
Capitol Securities Management June 2008 - August 2008
Smith, Attorney at Law June 2006 - August 2007
Skills
Investments, Bonds, Securities, Fixed Income, Microsoft Excel, Outlook, Equities, PowerPoint, Microsoft Office
Education
Fairleigh Dickinson University 2007 — 2011
BA, Business
Fairleigh Dickinson University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Hot Yoga Revolution November 2010 - Present
Strength and Fitness Club April 2008 - Present
The GMS Group January 2015 - Present
The GMS Group June 2003 - December 2014
Financial Industry Regulatory Authority (FINRA) January 2011 - November 2011
CSFB direct June 2001 - May 2002
Northwestern Mutual Financial Network May 2001 - May 2002
Skills
Series 7, Insurance, Microsoft Excel, Sales, Customer Service, Series 63, Microsoft Word, Risk Management, Fixed Income, Investments, Securities, Microsoft Office, Equities, Excel, Word, PowerPoint, Customer Relations
Education
Rider University 1996 — 2000
Bachelor of Science, Business Administration
Rider University 1996 — 2000
BS, Business Administration
Cranford High School 1992 — 1996
Wells Fargo July 2010 - Present
BNY Mellon April 2006 - July 2010
The GMS Group December 2003 - July 2005
BNY Mellon December 2002 - October 2003
Education
Saint John's University - Peter J. Tobin College of Business 1999 — 2003
Bachelor of Science (BS), Business Management
Xavier High School 1993 — 1997
Academics
The GMS Group March 2006 - Present
Affordable Party Planning September 1997 - February 2006
Skills
NetX360, Brokerview,..., FINRA, Trading, Securities, Microsoft Excel, Travel Arrangements, Coordinate Meetings, Microsoft Office, Microsoft Word, Budgets, Hospitality, Management, Outlook, Customer Service, Time Management, Social Media, Event Planning, Marketing, Sales, Event Management, PowerPoint, Leadership, Social Networking, Project Management, Social Media Marketing
Education
New Jersey City University 2005 — 2008
Bachelor's Degree, Professional Security Study
New York Life Insurance Company August 2012 - Present
New York Life Insurance Company August 2011 - August 2012
The Jewelers Board of Trade September 2008 - December 2010
The GMS Group May 2008 - June 2008
Seton Hall University September 2003 - June 2007
Skills
Sales, Process Improvement, Sourcing, Customer Satisfaction, Procurement, Leadership, Management, CRM
Education
Seton Hall University 2003 — 2007
BS, Finance
Deloitte August 2013 - Present
Deloitte Consulting September 2011 - August 2013
Java Bite March 2011 - July 2011
Grassroots Business Fund March 2010 - May 2010
UBS April 2007 - April 2009
IBM July 2004 - March 2007
The GMS Group January 2004 - June 2004
Merrill Lynch June 2003 - August 2003
Skills
Strategy, Market Research, Entrepreneurship, Financial Services, Business Development, Financial Modeling, Customer Experience, Business Analytics, Growth Strategies, User Experience, Operating Models, Management Consulting, Business Strategy, Analysis, Financial Analysis, Management, Consulting, Project Management, Analytics, Business Analysis, Strategic Planning, Competitive Analysis, Valuation, Program Management, CRM, Data Analysis, Leadership, Due Diligence, Executive Management
Education
University of Pennsylvania 2000 — 2004
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Corporate Strategy, Management
Lawyer.com June 2015 - Present
The GMS Group August 2014 - August 2015
Rockaway River Country Club November 2012 - February 2014
Media Planet September 2012 - November 2012
Puma April 2011 - November 2011
Greenacres Country Club January 2010 - May 2011
Sharp Electronics February 2009 - November 2009
Skills
Sales, Marketing, Sales Operations, Budgets, Customer Service, Account Management, Sales Management, Customer Satisfaction, Marketing Strategy, New Business Development, Time Management, Salesforce.com, B2B, Cold Calling, Sales Presentations, Social Media Marketing, Golf, Management, Merchandising, Marketing Communications, Event Management, Retail, Pricing, Direct Sales, Event Planning, Public Speaking, Leadership, PowerPoint, Social Networking, Strategic Planning, Finance, Microsoft Word, Sports, Project Management
Education
Marist College 2015 — 2015
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, Current Student
Moravian College 2004 — 2008
BA, Business Administration, 3.1
AMP Advance February 2015 - Present
Fusion Advances February 2014 - February 2015
WG Financing, Inc October 2012 - January 2014
The GMS Group October 2009 - November 2011
Skills
Loans, Investments, Banking, Credit Analysis, Credit, Loan Origination, Underwriting, Financial Risk, Small Business, Commercial Lending, Consumer Lending, Sales, Commercial Mortgages, Risk Management, Mortgage Banking, Mortgage Lending, Securities, Small Business Lending, Finance, Financial Services, Portfolio Management, Program Management, Investment Banking, Mutual Funds, FHA, Business Development, Financial Analysis
Education
Miami Dade College
ACCOUNTING
Morgan Stanley Wealth Management June 2014 - Present
Atlantic College Planning February 2014 - June 2014
The GMS Group August 2013 - February 2014
Right Blend Investing, LLC June 2012 - August 2013
Skills
Microsoft Office, Equities, Economics, Statistics, Political Science, Data Analysis, Policy Analysis, Qualitative Research, Event Planning, Economic Research, Asset Management, Fixed Income, Microsoft Word, PowerPoint, Public Speaking
Education
Drew University 2010 — 2013
Bachelor's degree, Economics
West Morris Mendham High School
Marcus & Millichap Capital Corp. July 2011 - Present
The GMS Group July 2010 - March 2011
Skills
Qualifying Prospects, Investments, Refinance, Commercial Mortgages, Commercial Real Estate, Construction Loans, Real Estate, Loans, Portfolio Management, Investment Properties, Property, Real Estate Economics, Finance, Brokerage, Real Estate Financing, Sales
Education
Stetson University 2006 — 2010
BA, Finance and Marketing
McLoone's Restaurants February 2013 - Present
Work Out World May 2011 - October 2013
Boston's Restaurant & Sports Bar August 2007 - May 2011
The GMS Group July 2003 - March 2007
Skills
Restaurant Management, Culinary, Menu Development, Restaurants, Food Cost, Catering, Inventory Management, Food Service, Food, Cooking, Customer Service, Guest Service, Hiring, Microsoft Office, Food & Beverage, Food Safety, Budgeting, Scheduling, Word, Purchasing, Excel, Profit, Customer Relations, Team Building, Employee Relations
Education
Brookdale Community College
Associate's degree, General
David A. Noyes & Co. May 2014 - Present
Wunderlich Securities November 2010 - April 2014
The GMS Group 2005 - 2010
Skills
Investments, Bonds, Fixed Income, Securities, Series 7
Education
Illinois State University 1996 — 2001
BS, Finance
The GMS Group March 2002 - Present
Sharkey, Howes & Javer December 1999 - December 2001
Education
Texas Tech University 1994 — 1998
Bachelor of Arts, Journalism
RoadVantage April 2014 - Present
Local Surge Media, LLC December 2012 - March 2014
All Niche Stores 2009 - 2012
MJS Marketing, LLC June 2002 - March 2011
The GMS Group November 1990 - November 2004
APS Financial August 1987 - October 1990
Landmark Investments January 1985 - August 1987
Skills
Leadership, Sales, Business Development, Management, Sales Management, Social Media, SEO, SEM, Email Marketing, PPC, Customer Service, Social Networking, Lead Generation, Advertising, Digital Strategy, E-commerce, Web Design, Public Speaking, Social Media Marketing, Digital Marketing, Online Marketing, Marketing Strategy, B2B, Mobile Marketing, Product Marketing, Online Advertising, Strategic Partnerships, Small Business, Entrepreneurship, Web Marketing, Affiliate Marketing, Marketing, Web Analytics, Start-ups, Online Lead Generation, Strategy, Google Adwords
Education
The University of Texas at Austin
Finance, General
AXA Advisors July 2015 - Present
Citi December 2013 - December 2014
JPMorgan Chase & Co. August 2011 - August 2013
The GMS Group November 2010 - July 2011
Laidlaw & Company UK Ltd. April 2009 - July 2009
BNY Mellon Wealth Management July 2007 - July 2008
Laidlaw & Company UK Ltd. June 2006 - June 2007
Skills
Investments, Fixed Income, Finance, Series 7, Financial Services, Series 63, Retirement Planning, Bloomberg, Asset Management, Wealth Management, Customer Service, PowerPoint, Financial Analysis, Risk Management, Retirement, Financial Planning, Word, Strategic Financial..., Life Insurance, Series 66, Wealth Accumulation, Financial Risk, Stocks, Mutual Funds, Bonds, Municipal Bonds, Insurance, Term Life Insurance, Whole Life, Life & Health Insurance..., Health Insurance, 529 Plans, SEP IRA, Traditional IRA, Roth IRA, Simple IRA, Self Directed IRA, Pension Funds, Individual Pension Plans, Unit Investment Trusts, Real Estate Investment..., Financial Markets, Financial Monitoring, Financial Statements, Bank Statements, Indexed Annuities, Index Funds, Equity Indexed Annuities, Referral Network
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
Bachelor of Science (B.S.), Marketing, 3.29
Saint John's University
Bachelor's Degree, Marketing
Leonia High School
Upholstery Store March 2015 - Present
Muddling Memories January 2014 - Present
Redfarm August 2013 - February 2015
Dell'anima November 2012 - February 2013
The Nuaa May 2012 - October 2012
The GMS Group October 2009 - September 2011
ZAGAT SURVEY, LLC August 2008 - January 2009
MARCUS AND MILLICHAP June 2006 - October 2008
Skills
Hospitality Management, Sales, Interpersonal Skill, Marketing, New Business Development, Food & Beverage, Hospitality Industry, Bartending, Restaurant Reviews, Food Industry, Account Management, Cold Calling, Sales Management, Strategic Partnerships, Business Development, Market Research, Marketing Strategy, Social Media, CRM, Leadership, Hospitality, Negotiation, Budgets, Hotels, Training, Customer Service
Education
University of Hartford 1999 — 2003
Bachelor of Arts, Communication; Mass media
Northwestern Mutual July 2015 - Present
Artemis and Arts October 2007 - Present
Bleakley Financial Group September 2014 - June 2015
The GMS Group September 2012 - August 2014
StormHarbour Securities July 2011 - September 2012
TG Designs July 1999 - June 2009
Chiropractic & Rehab Center December 2003 - February 2008
Skills
Painting, Microsoft Office, Art, Microsoft Excel, Adobe Creative Suite, Oil Painting, Advertising, Graphic Design, Photography, Illustrator, Broker Support, Sales..., Life Insurance, Disability Insurance, Long Term Care Insurance, Investments, Underwriting, Onboarding, Photoshop, Fine Art, Illustration, Sculpture, Drawing, Visual Arts, Creative Writing, Management
Education
School of Visual Arts 2007 — 2009
Illustration
William Paterson University of New Jersey 2002 — 2004
Bachelor of Arts (BA), Communications major, Psychology minor
Raymond James Financial, Inc. January 2015 - Present
The GMS Group August 2008 - December 2014
Skills
High Net Worth..., Municipal Bonds, Fixed Income, Series 7, Wealth Management, Asset Allocation
Education
Florida State University
Raymond James Financial, Inc. February 2015 - Present
FSC Securities September 2011 - February 2015
The GMS Group May 2007 - September 2011
Skills
Fixed Income Analysis, Cash Flow Management, Investment Banking, Investment Management, Life Insurance, Retirement Planning, High Net Worth..., Finance, Wealth Management, Investments, Mutual Funds, Financial Planning, Series 7, Investment Advisory
Education
Quinnipiac University 2003 — 2007
Bachelor's Degree, Finance and Financial Management Services
Quinnipiac University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
morris hills
CME Group June 2015 - Present
CME Group June 2014 - June 2015
The GMS Group July 2012 - July 2013
Hamilton Lane March 2011 - September 2011
Radian March 2010 - September 2010
The Risk Management Association March 2009 - September 2009
Education
The University of Chicago 2013 — 2014
M.S., Statistics, "Functional Coefficient Models for Statistical Arbitrage"
Drexel University 2007 — 2012
B.S., Finance, Economics, Accounting
ROTOCURVE April 2015 - Present
DraftKings September 2014 - Present
RotoWire February 2015 - Present
Fantasy Aces June 2015 - Present
The GMS Group October 2005 - February 2009
Mercer Management Consulting June 2000 - August 2001
Skills
Marketing Strategy, Market Analysis, Microsoft Office, Social Media Marketing, Market Research, Marketing Communications, Accounting, Business Analysis, New Business Ventures, Website Development, Online Gambling, Internet Research, Mobile Internet, Online Marketing, Marketing Research, Twitter, Facebook, Online Video, Marketing, Strategic Planning, Social Media, Negotiation, Leadership, New Business Development, Business Development, E-commerce, Public Speaking, Public Relations, Customer Service, Team Building, Advertising, Contract Negotiation, Social Networking, Account Management, Online Advertising
Education
University of Delaware 1998 — 2003
BSBA, Marketing, Economics
Seton Hall Prep 1994 — 1998
The GMS Group May 2013 - Present
TXU Energy January 2012 - May 2013
Energy Association January 2009 - January 2012
Skills
MS Office Suite, Financial Analysis, Energy Management, Sales Management, Energy, Sales, Contract Negotiation, Microsoft Excel, Customer Service, Natural Gas, Commodity Markets, Hedging, Salesforce.com, Trading, Microsoft Word, Investments, Personal Finance, Securities Offerings, Securities Market, Bond Markets, Municipal Bonds, Convertible Bonds, bonds, Stock Market, Stock Trading, Interest Rate Hedging, Options Strategies, Option Agreements, Capital Markets, Debt & Equity Financing, Risk Management, Finance, Options, Microsoft Office, Commodity, Electricity Markets, Energy Markets, Securities
Education
University of Houston, C.T. Bauer College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Honors
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch April 2011 - February 2015
UBS September 2007 - April 2011
The GMS Group May 2006 - September 2007
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Series 63, Equities, Finance, Fixed Income, Retirement Planning, Insurance, Private Equity, Alternative Investments, Investment Strategies, Securities, 401k Rollovers, Fixed Annuities, Bonds, Bloomberg, Risk Management, Structured Products, Mortgage Lending, Trading, Portfolio Management, Variable Annuities, Personal Financial..., Holistic Financial..., Networking, Tax-advantaged..., Alternative Investment..., Structured Notes, Employee Stock Options
Education
Fordham University 1998 — 2003
BS, Finance, Business Communications
The GMS Group April 2015 - Present
Incapital January 2010 - June 2014
The GMS Group February 2006 - January 2008
Skills
Bonds, Bond Markets, Securities, Fixed Income, Series 63, Bloomberg, Capital Markets, Series 7, Institutional..., Investments, Portfolio Management
Education
University of Hartford 2001 — 2005
Merchant Cash and Capital LLC September 2015 - Present
Ehrenkranz Partners, L.P. April 2012 - September 2015
Morgan Stanley Smith Barney June 2011 - March 2012
Ameriprise Financial January 2011 - April 2011
University of Pittsburgh September 2008 - December 2010
Big Brothers Big Sisters of Greater Pittsburgh June 2010 - August 2010
The GMS Group May 2009 - August 2009
Skills
Portfolio Management, Equities, Investments, Fixed Income, Trading, Financial Analysis, Microsoft Excel, Financial Modeling, Wealth Management, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Hedge Funds, Accounting
Education
University of Pittsburgh 2007 — 2011
Bachelors, Finance, Certificate in Leadership and Ethics
Foa & Son May 2013 - Present
Spectrum Insurance Brokerage Services, Inc. May 2005 - April 2013
The GMS Group April 2004 - February 2005
BWD Group LLC September 2001 - February 2004
Skills
Insurance, Commercial Insurance, Property, Commercial Lines, Workers Compensation, Liability, Casualty, Umbrella Insurance, Real Estate, Marketing, Legal Liability, Microsoft Excel, Strategic Planning, Property & Casualty..., Professional Liability, Casualty Insurance
Education
Nassau Community College 1998 — 2001
Associates, Psychology
The GMS Group May 1995 - April 2011
Cowen and Company January 1990 - May 1995
Glickenhaus & Co. May 1986 - January 1990
Dillon, Read & company January 1982 - May 1986
Barr Brothers & Company January 1979 - January 1982
Skills
Municipalities, Fixed Income, Equity Trading, Asset Management, Mutual Funds, Series 7, Investments, Capital Markets, Equities, Series 63, Bonds, Strategic Planning, Fundraising, Securities, Bloomberg, FINRA, Research, Trading, Marketing Strategy, Portfolio Management, Process Improvement
Education
Fairleigh Dickinson University 1976 — 1978
MBA, Accounting & Taxation
Villanova University 1966 — 1970
BS, English & Philosophy
James Caldwell High School 1963 — 1966
Foundry Homes January 2015 - Present
Kaldor Product Development Group August 2013 - February 2014
Saxon Armor 2009 - 2012
Guardian Armour 2007 - 2009
Standard Chartered Bank 2006 - 2007
Salomon Smith Barney 2004 - 2006
The GMS Group 2001 - 2004
BuildOnline 2000 - 2001
Skills
Business Development, Corporate Finance, Entrepreneurship, Strategic Planning, Investments, Management, Marketing, B2B, Strategy, Business Strategy, Business Planning, Start-ups, Mergers & Acquisitions, International Business, New Business Development, Strategic Partnerships, Due Diligence, Executive Management, Risk Management, Team Leadership, Negotiation, Financial Modeling, Operations Management, Finance, Sales Management, Management Consulting
Education
Cass Business School 2010 — 2012
MBA, Strategy, Finance
Boston University 1997 — 2000
BA, English
Villanova University 1996 — 1997
BA Candidate
Monsignor Bonner High School, PA 1993 — 1996
Archmere Academy, DE 1992 — 1993
SCORE November 2014 - Present
The GMS Group January 1984 - July 2014
Marks, Allen & Co. September 1975 - December 1983
Gibraltar Securities Co. November 1968 - September 1975
IT&T Avionics June 1966 - November 1968
US Navy Underwater Sound Laboratory June 1964 - May 1966
Skills
IT Strategy, Business Intelligence, CRM, Enterprise Software, IT Management, Strategic Partnerships, Risk Management, Process Improvement, Integration, Marketing, Start-ups, Strategic Planning, Professional Services, Financial Management..., Marketing Communications, Corporate Communications, Management, Business Development, Customer Service
Education
New Jersey Institute of Technology 1960 — 1964
BSEE, Electrical Engineering
Rutgers University Graduate School of Business 1966 — 1968
Business Administration
The GMS Group 2005 — Present
Skills
Municipal Bonds, Investments, Finance, Fixed Income, Wealth Management
Education
State University of New York College at Buffalo ... — 2001
Economics/math
The GMS Group May 2008 - Present
Personal 2012 - 2012
SCHULMAN HOMES INC October 2007 - May 2008
RECORD PORTES AUTOMATIQUES January 2007 - September 2007
MASTER INGENIEROS SA September 2005 - September 2006
IBERCHEM February 2005 - August 2005
Skills
Fixed Income, Customer Relations, Portfolio Management, Retail, International Business, Bonds, Negotiation, Customer Service, English, French, Spanish, Insurance, Investments, Series 7, Equities, Financial Planning, Securities, Risk Management, Series 63, Bloomberg, Account Management, Sales Management, Problem Solving, Business Strategy, New Business Development, Banking, Trading, Financial Markets, Strategic Planning, Business Analysis, Team Leadership, Strategic Financial..., Financial Analysis, Wealth Management, Management, Direct Sales, FINRA
Education
ECG Orleans - Ecole de Commerce et de Gestion 2001 — 2005
ECG (equiv BA), Business, marketing and management
Staffordshire University 2003 — 2004
BA, Business studies
Jean Beaudoin, pierre mendes france 1986 — 1998
Jersey City 2008 — 2008
serie 66, Combined Blue Sky laws (63) and Investment Advisor Representative (65)
Jersey City 2008 — 2008
serie 7, investment
JPMORGAN CHASE & CO October 2006 - Present
JPMorgan Chase 2005 - 2006
JPMorgan Chase 2003 - 2005
The GMS Group January 2003 - November 2003
Verizon Enterprise Solutions Group 2000 - 2002
Education
Florida State University 1993 — 1997
BA, Politial Science
N/A
JPMorgan Asset Management February 2011 - Present
J.P. Morgan Chase 2003 - Present
Bank Leumi January 2000 - January 2003
The GMS Group December 1993 - January 2000
painewebber 1989 - 1993
Skills
FINRA, Series 24, Securities, Series 7, Series 63, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Risk Management, Financial Services, AML, Investments
Education
Bucknell University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Pt. Pleasant Boro High School 1983 — 1984
St Rose High School 1981 — 1983
LF Financial VP - Capital Markets GroupFahnestock & Company - OppenheimerJune 2000 - October 2002
The GMS Group May 1996 - June 2000
The Westcap Corporation May 1994 - December 1995
Education
The University of Texas at Austin - Red McCombs School of Business 1987 — 1989
Spirit Living Group April 2008 - Present
AgeSong Senior Communities July 2003 - December 2007
The GMS Group June 2001 - June 2003
Hanson Bridgett LLP May 1999 - May 2001
Skills
Real Estate Transactions, Real Estate Economics, Seniors, Investment Properties, Real Estate, Due Diligence, Public Speaking, Location Intelligence, Negotiation, Commercial Real Estate, Investments, Property Management, Disposition, Real Estate Financing, Litigation, Contract Negotiation, Leases, Strategic Planning, Brokerage, Real Estate Development, Marketing Strategy, Asset Managment, Land Acquisition, Entitlements, Landlords, Acquisitions, Tenant, Dispositions, Strategy, Corporate Real Estate, Apartments, Real Property, Management, REO, Start-ups
Education
UC Berkeley
The GMS Group 2005 - Present
Sunrise Senior Living 2001 - 2004
Sunrise Senior Living 2001 - 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Risk Management, Strategic Planning, Finance, Investments, Asset Managment, Marketing Strategy, Microsoft Excel, Negotiation, Managerial Finance, Budgets, Business Development, Corporate Finance, Market Analysis, Team Building, Fundraising, Private Equity, Asset Management, Fixed Income
Education
American University - Kogod School of Business 1998 — 1999
Master of Science (MS), Finance
American University - Kogod School of Business 1998 — 1999
Master of Science, Finance
University of Delaware
Merrill Lynch April 2010 - Present
The GMS Group June 2009 - May 2010
Fidelity Capital Markets March 2005 - January 2009
Fiserv Securities August 1999 - March 2005
Delaware Investments January 1997 - January 1999
Skills
Direct Sales, Client Relationship..., Financial Management, Financial Markets, Financial Planning, Financial Analysis, Trading, Fixed Income, Fixed Income Products, Wholesale, Wholesaling, Stock Market, Stock Picking
Education
Purdue University 1991 — 1995
BA, Sociology
Posterscope April 2014 - Present
The GMS Group March 2014 - April 2014
Casa Filippo August 2013 - March 2014
West Caldwell - Caldwell Recreation September 2013 - January 2014
West Caldwell Department of Public Works May 2011 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Business Strategy, Customer Service, Public Speaking, Social Media, Team Leadership, Marketing Strategy, Marketing, Advertising
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Management
Penn State University 2009 — 2013
The GMS Group May 1983 - Present
Skills
Series 7, Fixed Income, Securities, Bonds, Corporates, Municipal, Insurance, Wealth Management, Series 63, Series 24, Municipal Bonds, Series 65, Municipalities, Investment Strategies, Structured Products, FINRA, Equities
Education
University of Minnesota Duluth 1965 — 1970
Political Science and Government
Dzik Investments January 2011 - Present
RBC Wealth Management December 2009 - November 2010
The GMS Group June 2003 - December 2009
Juran and Moody in Houston Texas July 1996 - May 2003
Westcap in Houston Texas August 1980 - June 1996
Skills
Wealth Management, Mutual Funds, Investments, Series 63, Series 7, Strategic Planning, Public Speaking, Portfolio Management, High Net Worth..., Asset Management, Fixed Income, Financial Analysis
Education
Indiana University of Pennsylvania
Bachelor's degree, Accounting
Point Park College
Journalism
The GMS Group May 2001 - Present
Education
Curtis High School 1979 — 1983
High School Diploma
Pace University-New York
Toll Brothers June 2014 - Present
The GMS Group May 2013 - February 2014
Bonland Industries, Inc May 2004 - December 2011
Skills
Strategic Planning, Customer Service, Sales, Project Management, Contract Negotiation, Negotiation, New Business Development, Business Development, Series 7, Series 63
Education
Rutgers University – Camden 2011 — 2013
Bachelor's Degree
The GMS Group May 1989 - Present
E F Hutton & Co Inc August 1981 - December 1987
Education
SUNY New Paltz 1977 — 1981
Bachelor's Degree, Business Administration and Management, and Economics
The GMS Group April 2009 - Present
JJKenny Drake September 1987 - August 1994
Education
State University of New York at Albany 1977 — 1981
Bachelor of Business Administration (BBA), Marketing and Finance
The GMS Group October 2004 - Present
A.G. Edwards & Sons, Inc. February 1995 - August 2004
Hennion & Walsh January 1990 - February 1995
Municipal Investor Serv June 1986 - December 1989
Skills
Wealth Management, Risk Management, Due Diligence, Mergers & Acquisitions, Financial Analysis, Executive Management
Education
Rowan University 1974 — 1978
Business Administration and Management, General
Rowan University
Ocean Township Human Services August 2012 - October 2013
Preferred Behavioral Health of NJ September 2011 - May 2012
Two River Community Bank June 2008 - November 2010
The GMS Group May 2006 - June 2008
Skills
Adolescents, Psychotherapy
Education
Monmouth University 2009 — 2013
Master of Science (MS), Mental Health Counseling/Counselor
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor's degree, History/Political Science
Aegis Capital January 2014 - Present
The GMS Group January 2013 - January 2014
Skills
Investment Banking
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance and Financial Management Services