The PrinceRidge Group
Industry: Company
DescriptionFounded: 2010 Parent organization: J.V.B. Financial Group Holdings, LP
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The PrinceRidge Group Employees
Employee
Years
Job
Industry
David Jean-Baptiste David Jean-Baptiste's The PrinceRidge Group Experience June 2011 - August 2011
Job J.D. Candidate at The University of Texas School of Law
Industry Legal Services
Experience
Kirkland & Ellis LLP April 2013 - August 2015
Better Boys Foundation July 2012 - March 2013
The PrinceRidge Group June 2011 - August 2011
Kings County District Attorney's Office June 2010 - August 2010
Education
The University of Texas School of Law 2015 — 2018
Doctor of Law (J.D.)
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Woodrow Wilson School of Public and International Affairs, Certificate in Spanish
University of Cape Town 2011 — 2011
Fundación Ortega y Gasset 2009 — 2009
Princeton in Spain
Regis High School 2004 — 2008
Kirkland & Ellis LLP April 2013 - August 2015
Better Boys Foundation July 2012 - March 2013
The PrinceRidge Group June 2011 - August 2011
Kings County District Attorney's Office June 2010 - August 2010
Education
The University of Texas School of Law 2015 — 2018
Doctor of Law (J.D.)
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Woodrow Wilson School of Public and International Affairs, Certificate in Spanish
University of Cape Town 2011 — 2011
Fundación Ortega y Gasset 2009 — 2009
Princeton in Spain
Regis High School 2004 — 2008
Matthew Bazard's The PrinceRidge Group Experience May 2010 - August 2010
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Credit Suisse July 2014 - June 2015
Credit Suisse July 2011 - June 2014
Boston University Questrom School of Business December 2010 - May 2011
Cole Haan January 2007 - March 2011
The PrinceRidge Group May 2010 - August 2010
Capstone Partners January 2010 - April 2010
Manhattan GMAT August 2009 - December 2009
Knob Hill Partners May 2009 - December 2009
Sothebys June 2009 - August 2009
Skills
Corporate Finance, Mergers, Equities, Valuation, Investment Banking, Financial Modeling, Finance, Mergers & Acquisitions, Investment Management, Leveraged Finance, Private Equity, Bloomberg, Due Diligence
Education
Boston University Questrom School of Business 2007 — 2011
Business Administration, Finance, Minor: History
J.P. Morgan July 2015 - Present
Credit Suisse July 2014 - June 2015
Credit Suisse July 2011 - June 2014
Boston University Questrom School of Business December 2010 - May 2011
Cole Haan January 2007 - March 2011
The PrinceRidge Group May 2010 - August 2010
Capstone Partners January 2010 - April 2010
Manhattan GMAT August 2009 - December 2009
Knob Hill Partners May 2009 - December 2009
Sothebys June 2009 - August 2009
Skills
Corporate Finance, Mergers, Equities, Valuation, Investment Banking, Financial Modeling, Finance, Mergers & Acquisitions, Investment Management, Leveraged Finance, Private Equity, Bloomberg, Due Diligence
Education
Boston University Questrom School of Business 2007 — 2011
Business Administration, Finance, Minor: History
Michael Ruggiero, CPA Michael Ruggiero, CPA's The PrinceRidge Group Experience March 2010 - December 2011
Job Senior Manager at O'Connor Davies, LLP
Industry Accounting
Experience
O'Connor Davies, LLP January 2012 - Present
The PrinceRidge Group March 2010 - December 2011
Maxim Group LLC August 2009 - March 2010
GTECH July 2008 - July 2009
KVH Industries Inc. October 2007 - June 2008
Ernst & Young August 2003 - October 2007
Skills
CPA, Corporate Finance, IFRS, SOX 404, SEC Financial Reporting, Nonprofits, Fortune 500, Business Combinations, External Audit, Financial and..., Start-ups
Education
University of Rhode Island 1998 — 2003
Master of Science (M.S.), Accounting
O'Connor Davies, LLP January 2012 - Present
The PrinceRidge Group March 2010 - December 2011
Maxim Group LLC August 2009 - March 2010
GTECH July 2008 - July 2009
KVH Industries Inc. October 2007 - June 2008
Ernst & Young August 2003 - October 2007
Skills
CPA, Corporate Finance, IFRS, SOX 404, SEC Financial Reporting, Nonprofits, Fortune 500, Business Combinations, External Audit, Financial and..., Start-ups
Education
University of Rhode Island 1998 — 2003
Master of Science (M.S.), Accounting
AJ Plinio AJ Plinio's The PrinceRidge Group Experience November 2011 - October 2013
Job Senior Account Executive at BMI
Industry Marketing and Advertising
Experience
BMI Elite February 2015 - Present
Capital Guardian LLC 2013 - 2014
The PrinceRidge Group November 2011 - October 2013
Southpaw Sports Bar 2008 - 2010
Fidelity Investments 1998 - 2003
Skills
Capital Markets, Asset Management, Investments, Fixed Income, ABS, Equities, CMBS, Bloomberg, CDO, Sales, Residential Mortgages, Financial Modeling, Valuation, Leadership, Marketing, Microsoft Excel, Financial Analysis, Finance, Financial Reporting, PowerPoint, Corporate Finance, Microsoft Office, Underwriting, Direct Sales, Accounting, Digital Marketing, Data-driven Marketing, Email Marketing, Marketing Strategy, Management, Social Media Marketing, Advertising, Online Marketing, Online Advertising
Education
New York University 2002 — 2005
Master of Business Administration (MBA), Finance, General
Villanova University 1992 — 1996
Bachelor of Science (BS), Finance, General
BMI Elite February 2015 - Present
Capital Guardian LLC 2013 - 2014
The PrinceRidge Group November 2011 - October 2013
Southpaw Sports Bar 2008 - 2010
Fidelity Investments 1998 - 2003
Skills
Capital Markets, Asset Management, Investments, Fixed Income, ABS, Equities, CMBS, Bloomberg, CDO, Sales, Residential Mortgages, Financial Modeling, Valuation, Leadership, Marketing, Microsoft Excel, Financial Analysis, Finance, Financial Reporting, PowerPoint, Corporate Finance, Microsoft Office, Underwriting, Direct Sales, Accounting, Digital Marketing, Data-driven Marketing, Email Marketing, Marketing Strategy, Management, Social Media Marketing, Advertising, Online Marketing, Online Advertising
Education
New York University 2002 — 2005
Master of Business Administration (MBA), Finance, General
Villanova University 1992 — 1996
Bachelor of Science (BS), Finance, General
Ryan Brining's The PrinceRidge Group Experience July 2012 - October 2013
Job Restaurant Owner
Industry Restaurants
Experience
White Maple Café January 2015 - Present
Rainbow Room September 2014 - December 2014
Restaurant Daniel March 2014 - September 2014
The PrinceRidge Group July 2012 - October 2013
Moody's Investors Service August 2011 - July 2012
HSBC Bank Bermuda Limited May 2009 - July 2009
Student Internship Program (ACE, Deloitte, HSBC Bank Bermuda Limited) May 2007 - August 2007
Skills
Restaurants, Hospitality, Food & Beverage, Wine, FOH, Fine Dining, Investment Banking, Financial Modeling, Valuation
Education
Institute of Culinary Education 2014 — 2014
Culinary Management Program
Wake Forest University 2006 — 2010
Bachelor of Science, Finance
White Maple Café January 2015 - Present
Rainbow Room September 2014 - December 2014
Restaurant Daniel March 2014 - September 2014
The PrinceRidge Group July 2012 - October 2013
Moody's Investors Service August 2011 - July 2012
HSBC Bank Bermuda Limited May 2009 - July 2009
Student Internship Program (ACE, Deloitte, HSBC Bank Bermuda Limited) May 2007 - August 2007
Skills
Restaurants, Hospitality, Food & Beverage, Wine, FOH, Fine Dining, Investment Banking, Financial Modeling, Valuation
Education
Institute of Culinary Education 2014 — 2014
Culinary Management Program
Wake Forest University 2006 — 2010
Bachelor of Science, Finance
Taylor Lee Taylor Lee's The PrinceRidge Group Experience June 2011 - August 2011
Job Data Engineer at Comcast
Industry Telecommunications
Experience
Comcast August 2014 - Present
Comcast May 2013 - August 2014
Deutsche Bank June 2012 - August 2012
The PrinceRidge Group June 2011 - August 2011
Jones Residential College March 2010 - May 2011
Northwestern University January 2010 - March 2010
Skills
Analysis, Agile Methodologies, Rally, Leadership, Salesforce.com, Data Analysis, Statistics, Economics, SQL, Netezza, Team Leadership
Education
University of Pennsylvania 2011 — 2013
BS, Electrical Engineering, Finance
Northwestern University 2009 — 2011
Bachelor of Science, Biomedical Engineering
Lawrenceville School
Comcast August 2014 - Present
Comcast May 2013 - August 2014
Deutsche Bank June 2012 - August 2012
The PrinceRidge Group June 2011 - August 2011
Jones Residential College March 2010 - May 2011
Northwestern University January 2010 - March 2010
Skills
Analysis, Agile Methodologies, Rally, Leadership, Salesforce.com, Data Analysis, Statistics, Economics, SQL, Netezza, Team Leadership
Education
University of Pennsylvania 2011 — 2013
BS, Electrical Engineering, Finance
Northwestern University 2009 — 2011
Bachelor of Science, Biomedical Engineering
Lawrenceville School
Joseph Gradante's The PrinceRidge Group Experience January 2013 - Present
Job Associate Director of Middle Markets Trading at The PrinceRidge Group
Industry Capital Markets
Experience
The PrinceRidge Group January 2013 - Present
Sidoti & Company, LLC July 2011 - December 2011
Hennessee Group LLC September 2009 - April 2011
Cantor Fitzgerald June 2009 - August 2009
Skills
Series 7, Series 63, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Bloomberg, Breaking into the..., Hedge Funds
Education
City University of New York-Hunter College 2006 — 2010
BA (triple major), Economics/ Political Science/ Urban Policy
Hunter College 2006 — 2010
Bachelor of the Arts, Political Science; Urban Policy/ Economics
Beekman Preparatory School
High School Diploma
The PrinceRidge Group January 2013 - Present
Sidoti & Company, LLC July 2011 - December 2011
Hennessee Group LLC September 2009 - April 2011
Cantor Fitzgerald June 2009 - August 2009
Skills
Series 7, Series 63, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Bloomberg, Breaking into the..., Hedge Funds
Education
City University of New York-Hunter College 2006 — 2010
BA (triple major), Economics/ Political Science/ Urban Policy
Hunter College 2006 — 2010
Bachelor of the Arts, Political Science; Urban Policy/ Economics
Beekman Preparatory School
High School Diploma
William Hill, CFA William Hill, CFA's The PrinceRidge Group Experience 2011 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
The PrinceRidge Group 2011 - 2011
Credit Suisse August 1999 - October 2010
Colonial Management Associates November 1996 - June 1999
Putnam Investments July 1991 - October 1996
Skills
Structured Products, ABS, Securitization, Investments, Capital Markets, CDO, Investment Management, CMBS, Fixed Income Analysis, Fixed Income Portfolio..., RMBS, Mutual Funds, Chartered Financial..., Real Estate, Investment Strategies, Microsoft Excel, Bloomberg, PowerPoint, Intex, Microsoft Word
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
Harvard College 1981 — 1985
Bachelor of Arts (B.A.), English
The PrinceRidge Group 2011 - 2011
Credit Suisse August 1999 - October 2010
Colonial Management Associates November 1996 - June 1999
Putnam Investments July 1991 - October 1996
Skills
Structured Products, ABS, Securitization, Investments, Capital Markets, CDO, Investment Management, CMBS, Fixed Income Analysis, Fixed Income Portfolio..., RMBS, Mutual Funds, Chartered Financial..., Real Estate, Investment Strategies, Microsoft Excel, Bloomberg, PowerPoint, Intex, Microsoft Word
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
Harvard College 1981 — 1985
Bachelor of Arts (B.A.), English
Mihir Patel's The PrinceRidge Group Experience 2010 - 2012
Job Managing Director at Odeon Capital Group LLC
Industry Financial Services
Experience
Odeon Capital Group LLC 2012 - Present
The PrinceRidge Group 2010 - 2012
Merrill Lynch 2007 - 2009
Goldman Sachs 2005 - 2007
Goldman Sachs 2004 - 2004
Skills
Fixed Income, Bloomberg, Investment Banking, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Structured Products, Credit Derivatives, Structured Finance, Equities, Bonds, ABS, Series 7, CDS, Trading, Portfolio Management, Investments, Valuation, Financial Modeling, Series 63, Series 24, Computer Science, Discrete Mathematics, Abstract Algebra
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S. Business Administration, Finance, International Studies
Indiana University Bloomington - College of Arts and Sciences 2001 — 2005
B.S. Mathematics Program I, French Minor
Indiana University Bloomington - College of Arts and Sciences 2001 — 2005
B.A. Economics, Psychology Minor
Indiana University Bloomington - School of Computing and Informatics 2001 — 2005
B.S. Computer Science
Odeon Capital Group LLC 2012 - Present
The PrinceRidge Group 2010 - 2012
Merrill Lynch 2007 - 2009
Goldman Sachs 2005 - 2007
Goldman Sachs 2004 - 2004
Skills
Fixed Income, Bloomberg, Investment Banking, Capital Markets, Hedge Funds, Derivatives, Alternative Investments, Structured Products, Credit Derivatives, Structured Finance, Equities, Bonds, ABS, Series 7, CDS, Trading, Portfolio Management, Investments, Valuation, Financial Modeling, Series 63, Series 24, Computer Science, Discrete Mathematics, Abstract Algebra
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S. Business Administration, Finance, International Studies
Indiana University Bloomington - College of Arts and Sciences 2001 — 2005
B.S. Mathematics Program I, French Minor
Indiana University Bloomington - College of Arts and Sciences 2001 — 2005
B.A. Economics, Psychology Minor
Indiana University Bloomington - School of Computing and Informatics 2001 — 2005
B.S. Computer Science
William J. Haley William J. Haley's The PrinceRidge Group Experience 2009 - 2011
Job Experienced Structured Finance Professional with Proven New Business Development Skills
Industry Banking
Experience
Campaign for the Westchester Children's Museum January 2009 - Present
The PrinceRidge Group 2009 - 2011
ABN AMRO 2005 - 2008
ABN AMRO 2003 - 2005
JP Morgan Chase 1996 - 2003
Lehman Brothers Inc 1989 - 1995
Salomon Brothers 1984 - 1989
Skills
Capital Markets, Investment Banking, Structured Finance, Origination, Banking, Team Building, Recruitment/Retention, Loan Origination, Entrepreneurship, Securitization, Investments, Financial Risk, Portfolio Management, Finance, Hedge Funds, Risk Management, Private Equity, Derivatives, Trading, Financial Services, Credit, Fixed Income, Securities, Treasury Management, Valuation, Management
Education
Columbia University - Columbia Business School
M.S., Business Policy
Harvard University
A.B., English & American Literature and Language
Campaign for the Westchester Children's Museum January 2009 - Present
The PrinceRidge Group 2009 - 2011
ABN AMRO 2005 - 2008
ABN AMRO 2003 - 2005
JP Morgan Chase 1996 - 2003
Lehman Brothers Inc 1989 - 1995
Salomon Brothers 1984 - 1989
Skills
Capital Markets, Investment Banking, Structured Finance, Origination, Banking, Team Building, Recruitment/Retention, Loan Origination, Entrepreneurship, Securitization, Investments, Financial Risk, Portfolio Management, Finance, Hedge Funds, Risk Management, Private Equity, Derivatives, Trading, Financial Services, Credit, Fixed Income, Securities, Treasury Management, Valuation, Management
Education
Columbia University - Columbia Business School
M.S., Business Policy
Harvard University
A.B., English & American Literature and Language
Ed Berman Ed Berman's The PrinceRidge Group Experience October 2008 - April 2013
Job Risk Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
The PrinceRidge Group October 2008 - April 2013
Dillon Read Capital Management / UBS Investment Bank 2006 - 2008
Nomura Securities 2000 - 2006
Capital Market Risk Advisors 1999 - 2000
Bear Stearns & Co, Inc 1996 - 1998
Skills
Derivatives, Market Risk, Trading, Portfolio Management, Fixed Income, Options, Hedge Funds, Structured Products, Credit Risk, Financial Risk
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance/Statistics
Boston University
Doctor of Philosophy (Ph.D.), Physical Chemistry
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas)
Master of Science (M.S.), Chemical Engineering
J.P. Morgan April 2013 - Present
The PrinceRidge Group October 2008 - April 2013
Dillon Read Capital Management / UBS Investment Bank 2006 - 2008
Nomura Securities 2000 - 2006
Capital Market Risk Advisors 1999 - 2000
Bear Stearns & Co, Inc 1996 - 1998
Skills
Derivatives, Market Risk, Trading, Portfolio Management, Fixed Income, Options, Hedge Funds, Structured Products, Credit Risk, Financial Risk
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance/Statistics
Boston University
Doctor of Philosophy (Ph.D.), Physical Chemistry
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas)
Master of Science (M.S.), Chemical Engineering
Ray Cleeman Ray Cleeman's The PrinceRidge Group Experience March 2010 - February 2011
Job at Raymond James & Associates, Inc
Industry Banking
Experience
Raymond James & Associates, Inc February 2011 - Present
The PrinceRidge Group March 2010 - February 2011
SMJ Capital Advisors LLC January 2009 - March 2010
Rodman & Renshaw 2008 - 2008
PDQ Properties Corp 2004 - 2007
OmniSky 2002 - 2003
Donaldson, Lufkin & Jenrette / CSFB 1995 - 2001
RLR Partners 1994 - 1995
Shearman and Sterling 1990 - 1993
Education
New York University - Leonard N. Stern School of Business 1994 — 1995
Master of Business Administration (MBA), Finance, General
Brooklyn Law School
JD, Law
Queens College 1982 — 1986
BA, Economics
Raymond James & Associates, Inc February 2011 - Present
The PrinceRidge Group March 2010 - February 2011
SMJ Capital Advisors LLC January 2009 - March 2010
Rodman & Renshaw 2008 - 2008
PDQ Properties Corp 2004 - 2007
OmniSky 2002 - 2003
Donaldson, Lufkin & Jenrette / CSFB 1995 - 2001
RLR Partners 1994 - 1995
Shearman and Sterling 1990 - 1993
Education
New York University - Leonard N. Stern School of Business 1994 — 1995
Master of Business Administration (MBA), Finance, General
Brooklyn Law School
JD, Law
Queens College 1982 — 1986
BA, Economics
Dean H. Miller Dean H. Miller's The PrinceRidge Group Experience June 2011 - August 2011
Job Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - July 2014
The PrinceRidge Group June 2011 - August 2011
Education
The George Washington University 2009 — 2013
B.B.A., Finance, School of Business
Notre Dame High School 2005 — 2009
High School
UBS Financial Services July 2014 - Present
Ameriprise Financial Services, Inc. October 2013 - July 2014
The PrinceRidge Group June 2011 - August 2011
Education
The George Washington University 2009 — 2013
B.B.A., Finance, School of Business
Notre Dame High School 2005 — 2009
High School
Jeff Zinn Jeff Zinn's The PrinceRidge Group Experience 2009 - 2011
Job Head of Capital Markets at ApplePie Capital
Industry Investment Banking
Experience
ApplePie Capital August 2015 - Present
Jefferies & Company February 2011 - August 2015
The PrinceRidge Group 2009 - 2011
Bank of America Securities March 1998 - October 2008
UBS 1995 - 1998
Skills
Banking, Credit, Loans, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Credit Risk, Retail Banking, Fixed Income, Commercial Banking, Capital Markets, Investment Banking, Equities, Derivatives, Relationship Management, Investments, Financial Modeling, Business Analysis, ABS, Hedge Funds, Structured Finance, Trading, Securities, Structured Products, Bonds, Asset Management, Bloomberg, Valuation, Alternative Investments, Corporate Credit, Management, Mutual Funds, Private Equity, Finance, Due Diligence, Financial Markets, Corporate Finance, Financial Structuring, Financial Services, Series 7, Sales, Credit Derivatives, Venture Capital
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Boston University 1986 — 1990
B.S., Electrical and Electronics Engineering
Framingham North High School
Framingham North High School
Framingham North High School
ApplePie Capital August 2015 - Present
Jefferies & Company February 2011 - August 2015
The PrinceRidge Group 2009 - 2011
Bank of America Securities March 1998 - October 2008
UBS 1995 - 1998
Skills
Banking, Credit, Loans, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Financial Analysis, Credit Risk, Retail Banking, Fixed Income, Commercial Banking, Capital Markets, Investment Banking, Equities, Derivatives, Relationship Management, Investments, Financial Modeling, Business Analysis, ABS, Hedge Funds, Structured Finance, Trading, Securities, Structured Products, Bonds, Asset Management, Bloomberg, Valuation, Alternative Investments, Corporate Credit, Management, Mutual Funds, Private Equity, Finance, Due Diligence, Financial Markets, Corporate Finance, Financial Structuring, Financial Services, Series 7, Sales, Credit Derivatives, Venture Capital
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Boston University 1986 — 1990
B.S., Electrical and Electronics Engineering
Framingham North High School
Framingham North High School
Framingham North High School
Ric Saalwachter Ric Saalwachter's The PrinceRidge Group Experience October 2011 - September 2013
Job Managing Partner at Inverness Capital Advisors, LLC
Industry Financial Services
Experience
Inverness Capital Advisors, LLC June 2015 - Present
The PrinceRidge Group October 2011 - September 2013
Madison Williams and Company April 2009 - October 2011
Sanders Morris Harris January 1996 - January 2009
Skills
Corporate Finance, Investment Banking, capi, Oil/Gas, Energy, Oil & Gas Exploration
Education
Fairfield University
Bachelor of Science (BS)
Inverness Capital Advisors, LLC June 2015 - Present
The PrinceRidge Group October 2011 - September 2013
Madison Williams and Company April 2009 - October 2011
Sanders Morris Harris January 1996 - January 2009
Skills
Corporate Finance, Investment Banking, capi, Oil/Gas, Energy, Oil & Gas Exploration
Education
Fairfield University
Bachelor of Science (BS)
Ari Wald, CFA, CMT Ari Wald, CFA, CMT's The PrinceRidge Group Experience October 2012 - June 2013
Job Head of Technical Analysis, Institutional Portfolio Strategy at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. March 2014 - Present
Wolfe Research August 2013 - March 2014
The PrinceRidge Group October 2012 - June 2013
Brown Brothers Harriman September 2004 - September 2012
ATR, Inc. June 2004 - August 2004
Brown Brothers Harriman January 2004 - April 2004
Skills
Technical Analysis, Market Research, Trading Psychology, Equity Indices, Momentum Trading, Market Timing, Equity Research, Chartered Financial..., Equity Research Analysis, Behavioral Finance, Tactical Asset..., Long/Short Equity, Portfolio Management, ETFs, Bloomberg, Investment Strategies, Commodity, Risk Management, Equity Trading, Macroeconomics, Analysis, Fixed Income, Series 7, Equities, Options, Foreign Exchange, Trading, Asset Allocation, Trading Strategies, Financial Markets, Equity Valuation, Capital Markets, Bonds, Global Macro
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Science (B.S.), Mathematics and Statistics
Oppenheimer & Co. March 2014 - Present
Wolfe Research August 2013 - March 2014
The PrinceRidge Group October 2012 - June 2013
Brown Brothers Harriman September 2004 - September 2012
ATR, Inc. June 2004 - August 2004
Brown Brothers Harriman January 2004 - April 2004
Skills
Technical Analysis, Market Research, Trading Psychology, Equity Indices, Momentum Trading, Market Timing, Equity Research, Chartered Financial..., Equity Research Analysis, Behavioral Finance, Tactical Asset..., Long/Short Equity, Portfolio Management, ETFs, Bloomberg, Investment Strategies, Commodity, Risk Management, Equity Trading, Macroeconomics, Analysis, Fixed Income, Series 7, Equities, Options, Foreign Exchange, Trading, Asset Allocation, Trading Strategies, Financial Markets, Equity Valuation, Capital Markets, Bonds, Global Macro
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Science (B.S.), Mathematics and Statistics
Renaud Pelletier Renaud Pelletier's The PrinceRidge Group Experience April 2011 - October 2014
Job Chief Financial Officer at Finiti Media
Industry Financial Services
Experience
Finiti Media April 2015 - Present
Independent Strategic Advisor October 2014 - Present
The PrinceRidge Group April 2011 - October 2014
Mar Vista Entertainment, Inc. May 2009 - March 2011
Banc of America Securities April 2007 - April 2009
Dresdner Kleinwort January 2001 - January 2007
Wasserstein Perella July 1998 - January 2001
SEI Investments 1996 - 1997
Skills
Investment Banking, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Analysis, Strategic Financial..., Private Equity, Hedge Funds, Due Diligence, Alternative Investments, Financial Analysis, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BA / BS, Huntsman Program in International Studies & Business
Trinity High School 1990 — 1994
Buckley School 1981 — 1990
Finiti Media April 2015 - Present
Independent Strategic Advisor October 2014 - Present
The PrinceRidge Group April 2011 - October 2014
Mar Vista Entertainment, Inc. May 2009 - March 2011
Banc of America Securities April 2007 - April 2009
Dresdner Kleinwort January 2001 - January 2007
Wasserstein Perella July 1998 - January 2001
SEI Investments 1996 - 1997
Skills
Investment Banking, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Analysis, Strategic Financial..., Private Equity, Hedge Funds, Due Diligence, Alternative Investments, Financial Analysis, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BA / BS, Huntsman Program in International Studies & Business
Trinity High School 1990 — 1994
Buckley School 1981 — 1990
Joseph D. Wieske, CFA Joseph D. Wieske, CFA's The PrinceRidge Group Experience November 2012 - October 2013
Job Vice President at Incapital
Industry Financial Services
Experience
Incapital November 2013 - Present
The PrinceRidge Group November 2012 - October 2013
Rafferty Capital Markets, LLC/Sandgrain Securities Inc. May 2009 - November 2012
Oppenheimer & Co. August 2008 - May 2009
vFinance/Sterling Financial August 2004 - July 2008
Oppenheimer & Co. 1997 - 2004
LOP Capital Markets/Lehwald, Orosey & Pepe, Inc. September 1991 - November 1997
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Fixed Income, Corporate Bonds, MBS, Government Agencies, Technical Analysis, Fundamental Analysis, US Treasuries, TBAs: Secondary..., Electronic Trading, ABS, Corporates, Structured Products, Funding, Proprietary Trading, High Yield, Mortgage Lending, Bloomberg Terminal, Finance, Trading Systems, Rates, Financial Services, Money Market, Market Data, Management, Corporate Finance
Education
Michigan State University
Bachelor of Arts (B.A.), Business: Finance & Economics
Incapital November 2013 - Present
The PrinceRidge Group November 2012 - October 2013
Rafferty Capital Markets, LLC/Sandgrain Securities Inc. May 2009 - November 2012
Oppenheimer & Co. August 2008 - May 2009
vFinance/Sterling Financial August 2004 - July 2008
Oppenheimer & Co. 1997 - 2004
LOP Capital Markets/Lehwald, Orosey & Pepe, Inc. September 1991 - November 1997
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Fixed Income, Corporate Bonds, MBS, Government Agencies, Technical Analysis, Fundamental Analysis, US Treasuries, TBAs: Secondary..., Electronic Trading, ABS, Corporates, Structured Products, Funding, Proprietary Trading, High Yield, Mortgage Lending, Bloomberg Terminal, Finance, Trading Systems, Rates, Financial Services, Money Market, Market Data, Management, Corporate Finance
Education
Michigan State University
Bachelor of Arts (B.A.), Business: Finance & Economics
Shane Trepel Shane Trepel's The PrinceRidge Group Experience June 2012 - January 2013
Job CD Trader
Industry Financial Services
Experience
Finance 500 November 2013 - Present
Gardnyr Michael January 2013 - July 2013
The PrinceRidge Group June 2012 - January 2013
TMC Bonds December 2008 - June 2012
Pruco Command Trade Desk October 2006 - December 2008
E1 Asset Management January 2005 - October 2006
Network Temps September 2002 - December 2002
Skills
Series 7, Series 24, Series 53, Series 63, FINRA, Bloomberg, Trading, Bonds, Electronic Trading, Trading Systems, MBS, Financial Markets, Municipal Bonds, Equity Derivatives, Investments, Swaps, Equities, Equity Research, Hedging, Asset Allocation, High Yield, Mutual Funds, Fixed Income, Alternative Investments, Trading Strategies, CDS, Proprietary Trading, Options, Portfolio Management, Securities, ETFs, Asset Management, Bloomberg Terminal, Investment Banking, Credit Derivatives, Hedge Funds, Capital Markets, FX Options, Equity Trading, Investment Strategies, Wealth Management, Investment Management, ABS, Fixed Income Analysis, Institutional..., Traders, Money Market, Investment Advisory, Interest Rate..., Interest Rate Swaps
Education
State University of New York Empire State College 2010 — 2012
BS, Finance
Finance 500 November 2013 - Present
Gardnyr Michael January 2013 - July 2013
The PrinceRidge Group June 2012 - January 2013
TMC Bonds December 2008 - June 2012
Pruco Command Trade Desk October 2006 - December 2008
E1 Asset Management January 2005 - October 2006
Network Temps September 2002 - December 2002
Skills
Series 7, Series 24, Series 53, Series 63, FINRA, Bloomberg, Trading, Bonds, Electronic Trading, Trading Systems, MBS, Financial Markets, Municipal Bonds, Equity Derivatives, Investments, Swaps, Equities, Equity Research, Hedging, Asset Allocation, High Yield, Mutual Funds, Fixed Income, Alternative Investments, Trading Strategies, CDS, Proprietary Trading, Options, Portfolio Management, Securities, ETFs, Asset Management, Bloomberg Terminal, Investment Banking, Credit Derivatives, Hedge Funds, Capital Markets, FX Options, Equity Trading, Investment Strategies, Wealth Management, Investment Management, ABS, Fixed Income Analysis, Institutional..., Traders, Money Market, Investment Advisory, Interest Rate..., Interest Rate Swaps
Education
State University of New York Empire State College 2010 — 2012
BS, Finance
David Ferrigno's The PrinceRidge Group Experience August 2012 - February 2014
Job
Industry Information Technology and Services
Experience
Capital Guardian LLC February 2014 - Present
The PrinceRidge Group August 2012 - February 2014
Miles Technologies January 2012 - February 2014
Layer 7 Consulting March 2009 - January 2012
Loews Corporation September 2008 - February 2009
Assurant, Inc August 2007 - June 2008
Schindler Elevator Corporation May 2002 - July 2007
All-In-One Network Solutions, Inc. January 2006 - January 2007
Skills
Project Management, Security, Cisco Technologies, Information Technology, Active Directory, Cloud Computing, Networking, System Administration, Disaster Recovery, Troubleshooting, Microsoft Exchange, VMware, Windows Server, Servers, IT Audit, IT Management, Software Documentation, Virtualization, Access, Wireless Networking, Network Security, Technical Support, Data Center, Firewalls, SharePoint, Visio, Citrix, Blackberry Enterprise..., Windows 7, Managed Services, Network Administration, Microsoft SQL Server, IT Operations, VPN, Analysis, VMware ESX, IT Service Management, Windows, DNS, Computer Hardware, TCP/IP, IT Strategy, VoIP, Antivirus, Lotus Notes, Unix, Integration, Linux, Databases, Software Installation
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Arts (B.A.)
Whippany Park High School 1996 — 2000
GED
Capital Guardian LLC February 2014 - Present
The PrinceRidge Group August 2012 - February 2014
Miles Technologies January 2012 - February 2014
Layer 7 Consulting March 2009 - January 2012
Loews Corporation September 2008 - February 2009
Assurant, Inc August 2007 - June 2008
Schindler Elevator Corporation May 2002 - July 2007
All-In-One Network Solutions, Inc. January 2006 - January 2007
Skills
Project Management, Security, Cisco Technologies, Information Technology, Active Directory, Cloud Computing, Networking, System Administration, Disaster Recovery, Troubleshooting, Microsoft Exchange, VMware, Windows Server, Servers, IT Audit, IT Management, Software Documentation, Virtualization, Access, Wireless Networking, Network Security, Technical Support, Data Center, Firewalls, SharePoint, Visio, Citrix, Blackberry Enterprise..., Windows 7, Managed Services, Network Administration, Microsoft SQL Server, IT Operations, VPN, Analysis, VMware ESX, IT Service Management, Windows, DNS, Computer Hardware, TCP/IP, IT Strategy, VoIP, Antivirus, Lotus Notes, Unix, Integration, Linux, Databases, Software Installation
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Arts (B.A.)
Whippany Park High School 1996 — 2000
GED
Monty Marria's The PrinceRidge Group Experience May 2010 - July 2011
Job Managing Director Capital Guardian LLC
Industry Financial Services
Experience
CG Capital Markets, LLC February 2015 - Present
Wunderlich Securities March 2014 - February 2015
Banc Of Manhattan/Capital July 2011 - March 2014
The PrinceRidge Group May 2010 - July 2011
Maxim Group February 2005 - May 2010
Skills
Fixed Income, MBS, Capital Markets, Hedge Funds, Bloomberg, Bonds, Structured Products, Structured Finance, Securitization, ABS, Portfolio Management, Credit, Series 7, Series 63, Trading, Loans, Alternative Investments, Securities, Residential Mortgages, CMBS, Finance, Derivatives, CDO, Loan Origination, Investments, Mortgage Lending, Trading Systems, Mortgage Banking, Institutional Sales
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2007
B.Sc, Finance
Punjab University, Ludhiana, Punjab, India 1998 — 2001
BA, World Politics
CG Capital Markets, LLC February 2015 - Present
Wunderlich Securities March 2014 - February 2015
Banc Of Manhattan/Capital July 2011 - March 2014
The PrinceRidge Group May 2010 - July 2011
Maxim Group February 2005 - May 2010
Skills
Fixed Income, MBS, Capital Markets, Hedge Funds, Bloomberg, Bonds, Structured Products, Structured Finance, Securitization, ABS, Portfolio Management, Credit, Series 7, Series 63, Trading, Loans, Alternative Investments, Securities, Residential Mortgages, CMBS, Finance, Derivatives, CDO, Loan Origination, Investments, Mortgage Lending, Trading Systems, Mortgage Banking, Institutional Sales
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2007
B.Sc, Finance
Punjab University, Ludhiana, Punjab, India 1998 — 2001
BA, World Politics
Jonathan Berkeley's The PrinceRidge Group Experience January 2012 - July 2012
Job Fixed Income Sales at KGSAlpha Capital Markets, L.P.
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P. September 2012 - Present
The PrinceRidge Group January 2012 - July 2012
Sterne Agee September 2010 - January 2012
Fannie Mae January 2008 - September 2010
Fannie Mae June 2006 - January 2008
Skills
Valuation, Portfolio Management, Derivatives, MBS, Mortgage Lending, Analysis, Fixed Income, Bloomberg, Capital Markets, Financial Modeling, Financial Analysis, Sales, Investments, Bonds, Securities, Structured Finance, Series 7, Structured Products, Hedge Funds, Securitization, ABS, Trading
Education
New York University 2004 — 2006
Isenberg School of Management, UMass Amherst 2000 — 2004
BBA, Finance and Economics
Holmdel 1996 — 2000
Rutgers Prep
KGS-Alpha Capital Markets, L.P. September 2012 - Present
The PrinceRidge Group January 2012 - July 2012
Sterne Agee September 2010 - January 2012
Fannie Mae January 2008 - September 2010
Fannie Mae June 2006 - January 2008
Skills
Valuation, Portfolio Management, Derivatives, MBS, Mortgage Lending, Analysis, Fixed Income, Bloomberg, Capital Markets, Financial Modeling, Financial Analysis, Sales, Investments, Bonds, Securities, Structured Finance, Series 7, Structured Products, Hedge Funds, Securitization, ABS, Trading
Education
New York University 2004 — 2006
Isenberg School of Management, UMass Amherst 2000 — 2004
BBA, Finance and Economics
Holmdel 1996 — 2000
Rutgers Prep
Nicolas Valls's The PrinceRidge Group Experience July 2009 - February 2012
Job Vice President at BDCA Adviser, LLC
Industry Investment Management
Experience
BDCA Adviser, LLC June 2014 - Present
Arrowhead Mezzanine February 2012 - June 2014
The PrinceRidge Group July 2009 - February 2012
The Royal Bank of Scotland May 2009 - July 2009
The Royal Bank of Scotland July 2005 - May 2009
Education
University of Pennsylvania 2000 — 2004
BSE, Systems Science Engineering
University of Pennsylvania - The Wharton School 2000 — 2004
BSE, Finance
BDCA Adviser, LLC June 2014 - Present
Arrowhead Mezzanine February 2012 - June 2014
The PrinceRidge Group July 2009 - February 2012
The Royal Bank of Scotland May 2009 - July 2009
The Royal Bank of Scotland July 2005 - May 2009
Education
University of Pennsylvania 2000 — 2004
BSE, Systems Science Engineering
University of Pennsylvania - The Wharton School 2000 — 2004
BSE, Finance
Pamela Oh's The PrinceRidge Group Experience April 2009 - May 2010
Job Senior Business Process Engineer / VP
Industry Banking
Experience
Bank of the West July 2014 - Present
Santander Bank, N.A. April 2013 - July 2014
Nomura Securities May 2010 - April 2013
The PrinceRidge Group April 2009 - May 2010
UBS Investment Bank May 2004 - April 2008
Deutsche Bank May 2000 - April 2002
JPMorgan Chase June 1994 - May 2000
Skills
Operations Management, AML, Distressed Debt, LSTA, LMA Loan, Trade Claims, Syndicated Loan, Compliance, FINRA Series 7 and..., Process Engineering, Commercial Banking, Relationship Management, Stakeholder Engagement, Multiple Project..., Internal Controls, Data Governance, Issue Resolution..., Banking, Financial Services, Investment Banking, Fixed Income, Capital Markets
Education
Columbia University in the City of New York
Master of Science (MS), International Economics & Policy Making
Columbia University in the City of New York
Accounting and Finance
SUNY Albany
Bachelor of Science (B.S.), Managerial Economics / Business Adminisration
Bank of the West July 2014 - Present
Santander Bank, N.A. April 2013 - July 2014
Nomura Securities May 2010 - April 2013
The PrinceRidge Group April 2009 - May 2010
UBS Investment Bank May 2004 - April 2008
Deutsche Bank May 2000 - April 2002
JPMorgan Chase June 1994 - May 2000
Skills
Operations Management, AML, Distressed Debt, LSTA, LMA Loan, Trade Claims, Syndicated Loan, Compliance, FINRA Series 7 and..., Process Engineering, Commercial Banking, Relationship Management, Stakeholder Engagement, Multiple Project..., Internal Controls, Data Governance, Issue Resolution..., Banking, Financial Services, Investment Banking, Fixed Income, Capital Markets
Education
Columbia University in the City of New York
Master of Science (MS), International Economics & Policy Making
Columbia University in the City of New York
Accounting and Finance
SUNY Albany
Bachelor of Science (B.S.), Managerial Economics / Business Adminisration
Jeff Wertheim's The PrinceRidge Group Experience November 2009 - September 2012
Job Financial Planner at Strategies for Wealth
Industry Financial Services
Experience
The PrinceRidge Group November 2009 - September 2012
Boone Capital Management LP November 2004 - November 2008
Avery Partners LP May 2003 - June 2004
Bay Harbour Management LLC September 1997 - March 2003
American Management Systems March 1991 - July 1995
McKinsey & Company May 1989 - February 1991
Skills
Hedge Funds, Equities, Portfolio Management, Trading, High Yield, Equity Research, Asset Management, Bonds, Fixed Income, Alternative Investments, Investment Management, Fundamental Analysis, Leveraged Finance, Financial Analysis, Investments, Special Situations, Financial Modeling, Event Driven, Chartered Financial..., Distressed Debt, Wealth Management, Life Insurance
Education
The George Washington University - School of Business 1991 — 1994
MBA, Finance & Investments
Duke University 1981 — 1985
BS, Computer Science, Economics
The PrinceRidge Group November 2009 - September 2012
Boone Capital Management LP November 2004 - November 2008
Avery Partners LP May 2003 - June 2004
Bay Harbour Management LLC September 1997 - March 2003
American Management Systems March 1991 - July 1995
McKinsey & Company May 1989 - February 1991
Skills
Hedge Funds, Equities, Portfolio Management, Trading, High Yield, Equity Research, Asset Management, Bonds, Fixed Income, Alternative Investments, Investment Management, Fundamental Analysis, Leveraged Finance, Financial Analysis, Investments, Special Situations, Financial Modeling, Event Driven, Chartered Financial..., Distressed Debt, Wealth Management, Life Insurance
Education
The George Washington University - School of Business 1991 — 1994
MBA, Finance & Investments
Duke University 1981 — 1985
BS, Computer Science, Economics
Jonathan Schudmak's The PrinceRidge Group Experience March 2012 - February 2013
Job Finance
Industry Financial Services
Experience
FBR March 2013 - August 2014
NOLA 3D Printing September 2012 - August 2014
The PrinceRidge Group March 2012 - February 2013
UBS Investment Bank 2005 - 2012
Dresdner Kleinwort Wasserstein 2004 - 2005
Education
Harvard Business School 2002 — 2004
MBA
United States Military Academy at West Point 1993 — 1997
BS, Civil Engineering
FBR March 2013 - August 2014
NOLA 3D Printing September 2012 - August 2014
The PrinceRidge Group March 2012 - February 2013
UBS Investment Bank 2005 - 2012
Dresdner Kleinwort Wasserstein 2004 - 2005
Education
Harvard Business School 2002 — 2004
MBA
United States Military Academy at West Point 1993 — 1997
BS, Civil Engineering
Hector Cortes's The PrinceRidge Group Experience January 2012 - November 2012
Job Director Structured Investments Trading at Maxim Group
Industry Capital Markets
Experience
Maxim Group August 2013 - May 2015
The PrinceRidge Group January 2012 - November 2012
Nomura Securities International September 2009 - November 2011
Alliance Bernstein August 2008 - September 2009
Banc of America Securities June 2005 - November 2007
Lehman Brothers July 1988 - May 2005
Skills
Commodity, Credit, Currency, Derivatives, Fixed Income, Foreign Exchange, Funding, Investment Strategies, Management, Trading, Securitization, Hedge Funds, Bloomberg, Capital Markets, Equities, Bonds
Education
Saint John's University - Peter J. Tobin College of Business 1984 — 1988
Bachelor of Science (B.S.)
Wagner College
Master of Business Administration
Maxim Group August 2013 - May 2015
The PrinceRidge Group January 2012 - November 2012
Nomura Securities International September 2009 - November 2011
Alliance Bernstein August 2008 - September 2009
Banc of America Securities June 2005 - November 2007
Lehman Brothers July 1988 - May 2005
Skills
Commodity, Credit, Currency, Derivatives, Fixed Income, Foreign Exchange, Funding, Investment Strategies, Management, Trading, Securitization, Hedge Funds, Bloomberg, Capital Markets, Equities, Bonds
Education
Saint John's University - Peter J. Tobin College of Business 1984 — 1988
Bachelor of Science (B.S.)
Wagner College
Master of Business Administration
JC Stamler's The PrinceRidge Group Experience January 2013 - July 2013
Job Equity Sales Trader at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. November 2013 - Present
The PrinceRidge Group January 2013 - July 2013
Casimir Capital April 2010 - November 2012
GFI Group August 2007 - April 2010
Miller Tabak 2000 - 2007
Bear Wagner 1999 - 2000
Kalb Voorhis 1995 - 1999
Skills
Series 7, Series 63, Equity Trading
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Gunnery 1988 — 1991
Kennebec 1983 — 1987
rumson country day school
B. Riley & Co. November 2013 - Present
The PrinceRidge Group January 2013 - July 2013
Casimir Capital April 2010 - November 2012
GFI Group August 2007 - April 2010
Miller Tabak 2000 - 2007
Bear Wagner 1999 - 2000
Kalb Voorhis 1995 - 1999
Skills
Series 7, Series 63, Equity Trading
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Gunnery 1988 — 1991
Kennebec 1983 — 1987
rumson country day school
Brad Cohen's The PrinceRidge Group Experience May 2010 - May 2012
Job Chief Credit OfficerCredit Strategies at Square Mile Capital Management
Industry Real Estate
Experience
Square Mile Capital Management July 2013 - Present
BAC Consulting Group May 2009 - July 2013
The PrinceRidge Group May 2010 - May 2012
UBS March 1999 - May 2008
KPMG January 1997 - March 1999
Skills
Valuation, Private Equity, Investment Banking, Equities, Investments, Real Estate Due..., Mortgage Underwriting, Workout, Due Diligence, Loans, Financial Analysis, Real Estate Economics, Commercial Real Estate, Portfolio Management, Real Estate Development, Real Estate, CMBS, Investment Properties, Loan Servicing, Underwriting, Hedge Funds
Education
Bucknell University 1978 — 1982
BA
Square Mile Capital Management July 2013 - Present
BAC Consulting Group May 2009 - July 2013
The PrinceRidge Group May 2010 - May 2012
UBS March 1999 - May 2008
KPMG January 1997 - March 1999
Skills
Valuation, Private Equity, Investment Banking, Equities, Investments, Real Estate Due..., Mortgage Underwriting, Workout, Due Diligence, Loans, Financial Analysis, Real Estate Economics, Commercial Real Estate, Portfolio Management, Real Estate Development, Real Estate, CMBS, Investment Properties, Loan Servicing, Underwriting, Hedge Funds
Education
Bucknell University 1978 — 1982
BA
James Holmes's The PrinceRidge Group Experience September 2009 - October 2013
Job Vice President, Chemicals at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2013 - Present
The PrinceRidge Group September 2009 - October 2013
KeyBanc Capital Markets July 2007 - September 2009
KeyBanc Capital Markets February 2006 - July 2006
Skills
Investment Banking, Chemicals, Financial Modeling, Series 7
Education
DePauw University 2003 — 2007
BA, Economics, German
Illinois Mathematics and Science Academy 2000 — 2003
Houlihan Lokey October 2013 - Present
The PrinceRidge Group September 2009 - October 2013
KeyBanc Capital Markets July 2007 - September 2009
KeyBanc Capital Markets February 2006 - July 2006
Skills
Investment Banking, Chemicals, Financial Modeling, Series 7
Education
DePauw University 2003 — 2007
BA, Economics, German
Illinois Mathematics and Science Academy 2000 — 2003
Ryan Fischer's The PrinceRidge Group Experience May 2012 - May 2013
Job SVP, Restaurant Industry Specialist at SunTrust Bank
Industry Banking
Experience
SunTrust Bank August 2015 - Present
Dragonfly Capital Partners, LLC May 2013 - August 2015
The PrinceRidge Group May 2012 - May 2013
Morgan Keegan & Company, Inc. October 2010 - April 2012
Jefferies & Company October 2007 - October 2010
Wachovia Securities 2000 - 2007
Parker Hunter Incorporated May 1996 - July 1998
Skills
Recapitalizations, Series 7, Investment Banking, Private Placements, Capital Raising, LBO, Capital Markets, Debt, Equities, Fixed Income, Equity Research, Alternative Investments, Equity Capital Markets, Leveraged Finance, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance & Corporate Strategy
University of Pittsburgh 1992 — 1996
BA, Business Administration & Economics
SunTrust Bank August 2015 - Present
Dragonfly Capital Partners, LLC May 2013 - August 2015
The PrinceRidge Group May 2012 - May 2013
Morgan Keegan & Company, Inc. October 2010 - April 2012
Jefferies & Company October 2007 - October 2010
Wachovia Securities 2000 - 2007
Parker Hunter Incorporated May 1996 - July 1998
Skills
Recapitalizations, Series 7, Investment Banking, Private Placements, Capital Raising, LBO, Capital Markets, Debt, Equities, Fixed Income, Equity Research, Alternative Investments, Equity Capital Markets, Leveraged Finance, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance & Corporate Strategy
University of Pittsburgh 1992 — 1996
BA, Business Administration & Economics
H. Michael Miller's The PrinceRidge Group Experience 2009 - 2012
Job High Yield Bond & Leveraged Loan Sales at RBS Securities
Industry Financial Services
Experience
RBS Securities 2013 - Present
The PrinceRidge Group 2009 - 2012
CIBC World Markets 2004 - 2006
Banc One Capital Markets 2001 - 2004
ABN AMRO 1999 - 2001
Banc of America Securities 1996 - 1999
Skills
Leveraged Finance, High Yield Bonds, Leveraged Loans, Credit Analysis, Financial Analysis, Special Situations, Corporate Finance, Fixed Income, Distressed Debt, Corporate Credit, Management, Sales Management, Capital Markets, Sales, LBO, High Yield
Education
Temple University
BBA
Widener University
MBA
RBS Securities 2013 - Present
The PrinceRidge Group 2009 - 2012
CIBC World Markets 2004 - 2006
Banc One Capital Markets 2001 - 2004
ABN AMRO 1999 - 2001
Banc of America Securities 1996 - 1999
Skills
Leveraged Finance, High Yield Bonds, Leveraged Loans, Credit Analysis, Financial Analysis, Special Situations, Corporate Finance, Fixed Income, Distressed Debt, Corporate Credit, Management, Sales Management, Capital Markets, Sales, LBO, High Yield
Education
Temple University
BBA
Widener University
MBA
Nicolas Anderson's The PrinceRidge Group Experience September 2009 - August 2011
Job Managing Partner at Elm Grove Partners
Industry Venture Capital & Private Equity
Experience
Elm Grove Partners June 2013 - Present
DCLI / Littlejohn & Co. June 2012 - August 2012
The PrinceRidge Group September 2009 - August 2011
HypeGenius December 2008 - December 2009
Scura, Rise & Partners, LLC August 2009 - September 2009
JPMorgan July 2007 - February 2009
Credit Suisse June 2006 - August 2006
Education
Harvard Business School
MBA with Distinction
Harvard University
BA, Economics
Moses Brown School
Elm Grove Partners June 2013 - Present
DCLI / Littlejohn & Co. June 2012 - August 2012
The PrinceRidge Group September 2009 - August 2011
HypeGenius December 2008 - December 2009
Scura, Rise & Partners, LLC August 2009 - September 2009
JPMorgan July 2007 - February 2009
Credit Suisse June 2006 - August 2006
Education
Harvard Business School
MBA with Distinction
Harvard University
BA, Economics
Moses Brown School
Brian Amadeo's The PrinceRidge Group Experience February 2013 - November 2013
Job Sales Manager at OneWire
Industry Financial Services
Experience
OneWire July 2014 - Present
Alamo Capital November 2013 - May 2014
The PrinceRidge Group February 2013 - November 2013
Securevest Financial Group September 2012 - February 2013
Jefferies & Company December 2000 - June 2012
Skills
Fixed Income, Hedge Funds, Securities Lending, Bloomberg, Collateral Management, Equities, Series 7, Trading, Bonds, Series 63, Financial Markets, Back Office, Equity Trading, Liquidity Management, Structured Products, ABS, Funding, Credit, Money Market, Secondary Market, Asset Management, MBS, Portfolio Management, Emerging Markets, Settlement, Mutual Funds, Securities, Capital Markets, Finance, Banking, Investments, Financial Services
Education
Missouri Western State University 1996 — 1998
City University of New York-College of Staten Island
University of Missouri-Columbia
holt
OneWire July 2014 - Present
Alamo Capital November 2013 - May 2014
The PrinceRidge Group February 2013 - November 2013
Securevest Financial Group September 2012 - February 2013
Jefferies & Company December 2000 - June 2012
Skills
Fixed Income, Hedge Funds, Securities Lending, Bloomberg, Collateral Management, Equities, Series 7, Trading, Bonds, Series 63, Financial Markets, Back Office, Equity Trading, Liquidity Management, Structured Products, ABS, Funding, Credit, Money Market, Secondary Market, Asset Management, MBS, Portfolio Management, Emerging Markets, Settlement, Mutual Funds, Securities, Capital Markets, Finance, Banking, Investments, Financial Services
Education
Missouri Western State University 1996 — 1998
City University of New York-College of Staten Island
University of Missouri-Columbia
holt
Bryce Holman's The PrinceRidge Group Experience June 2012 - September 2013
Job Associate at Fifth Street Asset Management
Industry Banking
Experience
Fifth Street Asset Management September 2013 - Present
The PrinceRidge Group June 2012 - September 2013
TD Bank Group August 2011 - June 2012
TD Securities June 2010 - August 2010
RBC January 2010 - March 2010
Vineyard Vines August 2008 - November 2009
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Analysis, Valuation, Capital Markets, Series 7, Microsoft Excel, Fixed Income, Investment Banking, Portfolio Management, PowerPoint, Series 63, Financial Statement..., Investments, Bonds, Equities, Capital IQ, Credit, Equity Research, Finance, Mergers & Acquisitions, DCF
Education
The George Washington University 2007 — 2011
BBA, Finance, 3.6
IMG
Fifth Street Asset Management September 2013 - Present
The PrinceRidge Group June 2012 - September 2013
TD Bank Group August 2011 - June 2012
TD Securities June 2010 - August 2010
RBC January 2010 - March 2010
Vineyard Vines August 2008 - November 2009
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Analysis, Valuation, Capital Markets, Series 7, Microsoft Excel, Fixed Income, Investment Banking, Portfolio Management, PowerPoint, Series 63, Financial Statement..., Investments, Bonds, Equities, Capital IQ, Credit, Equity Research, Finance, Mergers & Acquisitions, DCF
Education
The George Washington University 2007 — 2011
BBA, Finance, 3.6
IMG
Gregory Lobo's The PrinceRidge Group Experience May 2011 - September 2011
Job HY Bond Sales at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. March 2014 - Present
The PrinceRidge Group May 2011 - September 2011
Cohen and Company Securities, LLC October 2010 - May 2011
HGK Asset Management, Inc August 1990 - July 2009
Skills
Fixed Income, Investments, Bloomberg, Portfolio Management, Credit, Trading, MBS, Securities, ABS, Investment Banking, Asset Management, Bonds
Education
Georgetown University 1985 — 1989
BSBA, Finance
Canaccord Genuity Group Inc. March 2014 - Present
The PrinceRidge Group May 2011 - September 2011
Cohen and Company Securities, LLC October 2010 - May 2011
HGK Asset Management, Inc August 1990 - July 2009
Skills
Fixed Income, Investments, Bloomberg, Portfolio Management, Credit, Trading, MBS, Securities, ABS, Investment Banking, Asset Management, Bonds
Education
Georgetown University 1985 — 1989
BSBA, Finance
Gregory MacKay's The PrinceRidge Group Experience September 2009 - April 2011
Job Co Founder and Chief Risk Officer at Coherence Capital Partners LLC
Industry Financial Services
Experience
White Tiger Partners LLC 2008 - Present
Coherence Capital Partners LLC January 2012 - December 2014
Jefferson National Asset Management April 2011 - December 2011
The PrinceRidge Group September 2009 - April 2011
Sailfish Capital Partners April 2005 - December 2008
UBS 2000 - 2005
Deutsche Bank June 1999 - June 2000
Bankers Trust Company 1992 - 1999
Skills
Portfolio Management, Fixed Income, Hedge Funds, Credit Derivatives, Structured Products, Bonds, Structured Finance, Derivatives, Asset Managment, Asset Management, Alternative Investments, Trading, Financial Risk, Investments, Equities, Investment Banking, Investment Management, Capital Markets
Education
Central Connecticut State University 1987 — 1991
BA, Finance
White Tiger Partners LLC 2008 - Present
Coherence Capital Partners LLC January 2012 - December 2014
Jefferson National Asset Management April 2011 - December 2011
The PrinceRidge Group September 2009 - April 2011
Sailfish Capital Partners April 2005 - December 2008
UBS 2000 - 2005
Deutsche Bank June 1999 - June 2000
Bankers Trust Company 1992 - 1999
Skills
Portfolio Management, Fixed Income, Hedge Funds, Credit Derivatives, Structured Products, Bonds, Structured Finance, Derivatives, Asset Managment, Asset Management, Alternative Investments, Trading, Financial Risk, Investments, Equities, Investment Banking, Investment Management, Capital Markets
Education
Central Connecticut State University 1987 — 1991
BA, Finance
Owen Johnson's The PrinceRidge Group Experience October 2011 - March 2012
Job
Industry Financial Services
Experience
Owen Johnson LLC April 2012 - Present
The PrinceRidge Group October 2011 - March 2012
New England Financial 2008 - 2010
The Riderwood Group 2007 - 2008
Spear Leeds & Kellogg 2003 - 2005
JP Morgan Chase 1991 - 2003
Paine Webber 1983 - 1988
ABC Television 1979 - 1983
Skills
Series 7, Capital Markets, Securities, Bonds, Fixed Income, Financial Planning, Series 63, Insurance, Investment Advisory, Bloomberg, Equities, Investments, Trading, Asset Allocation, Alternative Investments, Asset Management, Hedge Funds
Education
American University
BS, Finance & Marketing
University of South Carolina-Columbia
Owen Johnson LLC April 2012 - Present
The PrinceRidge Group October 2011 - March 2012
New England Financial 2008 - 2010
The Riderwood Group 2007 - 2008
Spear Leeds & Kellogg 2003 - 2005
JP Morgan Chase 1991 - 2003
Paine Webber 1983 - 1988
ABC Television 1979 - 1983
Skills
Series 7, Capital Markets, Securities, Bonds, Fixed Income, Financial Planning, Series 63, Insurance, Investment Advisory, Bloomberg, Equities, Investments, Trading, Asset Allocation, Alternative Investments, Asset Management, Hedge Funds
Education
American University
BS, Finance & Marketing
University of South Carolina-Columbia
Scott Vandersnow's The PrinceRidge Group Experience September 2008 - October 2013
Job President of SnowPoint Capital
Industry Financial Services
Experience
SnowPoint Capital January 2014 - Present
The PrinceRidge Group September 2008 - October 2013
Dillon Read Capital Management February 1999 - March 2008
UBS Investment Bank February 1999 - March 2007
Skills
High Yield, Fixed Income, Credit, Credit Trading, Trading, Real Estate Financing, Commercial Real Estate
Education
The University of Connecticut 1993 — 1997
Finance and Marketing, Buisness and Finance
Bergen Catholic High School 1991 — 1993
SnowPoint Capital January 2014 - Present
The PrinceRidge Group September 2008 - October 2013
Dillon Read Capital Management February 1999 - March 2008
UBS Investment Bank February 1999 - March 2007
Skills
High Yield, Fixed Income, Credit, Credit Trading, Trading, Real Estate Financing, Commercial Real Estate
Education
The University of Connecticut 1993 — 1997
Finance and Marketing, Buisness and Finance
Bergen Catholic High School 1991 — 1993
Jeffrey Neaman's The PrinceRidge Group Experience October 2011 - July 2012
Job Investment grade corporate bond trader at David William
Industry Financial Services
Experience
David William September 2012 - Present
The PrinceRidge Group October 2011 - July 2012
Wall Street Access March 2008 - September 2011
Jefferies & Company August 2006 - March 2008
Jefferies & Company/Bonds Direct/Mellon Securities December 2001 - August 2006
Skills
Series 7, Series 63, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Sell Side, Trading, Settlement, Account Reconciliation, Clearing
Education
Muhlenberg College 1997 — 2001
Bacherlors, Business Administration
David William September 2012 - Present
The PrinceRidge Group October 2011 - July 2012
Wall Street Access March 2008 - September 2011
Jefferies & Company August 2006 - March 2008
Jefferies & Company/Bonds Direct/Mellon Securities December 2001 - August 2006
Skills
Series 7, Series 63, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Sell Side, Trading, Settlement, Account Reconciliation, Clearing
Education
Muhlenberg College 1997 — 2001
Bacherlors, Business Administration
Jeffrey Zinn's The PrinceRidge Group Experience August 2009 - February 2011
Job Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company March 2011 - Present
The PrinceRidge Group August 2009 - February 2011
Banc of America Securities, LLC April 1998 - October 2008
Skills
Direct Sales, Sales Management, Product Marketing
Education
Columbia Business School 1993 — 1995
MBA
Boston University 1986 — 1990
Bachelor of Science, Electrical Engineering
Jefferies & Company March 2011 - Present
The PrinceRidge Group August 2009 - February 2011
Banc of America Securities, LLC April 1998 - October 2008
Skills
Direct Sales, Sales Management, Product Marketing
Education
Columbia Business School 1993 — 1995
MBA
Boston University 1986 — 1990
Bachelor of Science, Electrical Engineering
Jake Kelly's The PrinceRidge Group Experience
Job Director of Operations at The PrinceRidge Group
Industry Financial Services
Experience
The PrinceRidge Group
Skills
Capital Markets, Series 7, Bloomberg, Fixed Income, Hedge Funds, Equities, Derivatives
Education
University of Pennsylvania - The Wharton School
Bachelor's degree in Economics, Finance
The PrinceRidge Group
Skills
Capital Markets, Series 7, Bloomberg, Fixed Income, Hedge Funds, Equities, Derivatives
Education
University of Pennsylvania - The Wharton School
Bachelor's degree in Economics, Finance
James Keane's The PrinceRidge Group Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
The PrinceRidge Group 2012 - 2013
D. E. Shaw India Financial Services 2008 - 2012
Round Table Investment Management August 2007 - November 2008
Dillon Read Capital Management January 2006 - July 2007
Sagamore Hill Capital Management 2003 - 2005
Citadel LLC 1999 - 2003
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (B.A.), Finance
Loyola Academy
The PrinceRidge Group 2012 - 2013
D. E. Shaw India Financial Services 2008 - 2012
Round Table Investment Management August 2007 - November 2008
Dillon Read Capital Management January 2006 - July 2007
Sagamore Hill Capital Management 2003 - 2005
Citadel LLC 1999 - 2003
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (B.A.), Finance
Loyola Academy
Steven Hurwitz's The PrinceRidge Group Experience August 2010 - October 2013
Job Senior Vice President at Five Island Asset Management
Industry Financial Services
Experience
Five Island Asset Management December 2013 - Present
The PrinceRidge Group August 2010 - October 2013
Trilogy Capital January 2008 - December 2008
Omega Advisors November 2004 - December 2007
Haven's Advisors September 2001 - November 2004
EVEREN Securities January 1995 - April 2001
Bear Stearns July 1985 - September 1994
Skills
Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Portfolio Management, Special Situations, Trading, Alternative Investments, High Yield, Asset Management
Education
Wharton School, University of Pennsylvania 1981 — 1985
Bachelor of Science (BS) - Economics, Finance and Decision Sciences
Five Island Asset Management December 2013 - Present
The PrinceRidge Group August 2010 - October 2013
Trilogy Capital January 2008 - December 2008
Omega Advisors November 2004 - December 2007
Haven's Advisors September 2001 - November 2004
EVEREN Securities January 1995 - April 2001
Bear Stearns July 1985 - September 1994
Skills
Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Portfolio Management, Special Situations, Trading, Alternative Investments, High Yield, Asset Management
Education
Wharton School, University of Pennsylvania 1981 — 1985
Bachelor of Science (BS) - Economics, Finance and Decision Sciences
Michael Grimner's The PrinceRidge Group Experience June 2010 - July 2011
Job Financial Services Professional
Industry Financial Services
Experience
The PrinceRidge Group June 2010 - July 2011
Dreyfus March 2006 - June 2010
JPMorgan Chase January 2005 - March 2006
Education
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
The PrinceRidge Group June 2010 - July 2011
Dreyfus March 2006 - June 2010
JPMorgan Chase January 2005 - March 2006
Education
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
Brian Dixon's The PrinceRidge Group Experience 2010 - 2011
Job Head of U.S. Debt Syndicate at Banca IMI Securities Corp (A Subsidiary of INTESA SAN PAOLO)
Industry Financial Services
Experience
Banca IMI Securities Corp (Subsidiary of Intesa Sanpaolo) 2014 - Present
Susquehanna International Group, LLP (SIG) 2012 - 2013
THE BONDDESK GROUP 2011 - 2012
THE PRINCERIDGE GROUP 2010 - 2011
First Empire Securities, Inc. January 2009 - January 2010
BARCLAYS CAPITAL INC 2001 - 2009
Donaldson, Lufkin & Jenrette January 1997 - January 2001
Skills
Capital Markets, Trading, Bonds, Emerging Markets, Electronic Trading, Bloomberg, Sales, Fixed Income, Syndicate, Syndication, High Yield, Electronic Trading..., Investments, Syndications, Execution., New Issue, Secondary trading, Relationship management, Investment Grade, Debt Capital Markets, Corporate Bonds, Securities, Portfolio Management, DCM, valuation, Hedge Funds, Valuation, Equities, Investment Banking
Education
Long Island University, Southampton Campus 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Banca IMI Securities Corp (Subsidiary of Intesa Sanpaolo) 2014 - Present
Susquehanna International Group, LLP (SIG) 2012 - 2013
THE BONDDESK GROUP 2011 - 2012
THE PRINCERIDGE GROUP 2010 - 2011
First Empire Securities, Inc. January 2009 - January 2010
BARCLAYS CAPITAL INC 2001 - 2009
Donaldson, Lufkin & Jenrette January 1997 - January 2001
Skills
Capital Markets, Trading, Bonds, Emerging Markets, Electronic Trading, Bloomberg, Sales, Fixed Income, Syndicate, Syndication, High Yield, Electronic Trading..., Investments, Syndications, Execution., New Issue, Secondary trading, Relationship management, Investment Grade, Debt Capital Markets, Corporate Bonds, Securities, Portfolio Management, DCM, valuation, Hedge Funds, Valuation, Equities, Investment Banking
Education
Long Island University, Southampton Campus 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY