The Seaport Group
Industry: Company
DescriptionFounded: 2001 Subsidiaries: Seaport Global Securities LLC, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportSeaport Global Securities LLCWebsiteDirections Saved (0) Saved Save Financial planner in New York City, New York Address: 22nd Floor, 360 Madison Ave, New York, NY 10017 Hours: Closed ⋅ Opens 9AM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 616-7700: : : : : Place name: Category: Website: : Website: http://www.seaportglobal.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Seaport Global Securities LLC Posting publicly on the Web Write a review Reviews Be the first to review
The Seaport Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Seaport Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Seaport Group Employees
The Seaport Group September 2010 - Present
Beta Capital Management October 2007 - August 2010
BCP Securities June 1998 - July 2007
Yamaichi International (America), Inc July 1993 - November 1997
Mitsubishi Bank Limited November 1990 - July 1993
National Westminster Bank June 1985 - November 1990
The world Bank June 1984 - August 1984
Skills
Sales, Trading, Investments, Securities, Fixed Income, Equities, Investment Banking, Capital Markets, Emerging Markets, High Yield Bonds, High Grade, Alternative Investments, Structured Products, Derivatives, Investors, Hedge Funds, Private Banking, Real Money, Dedicated Emerging..., High Yield
Education
Columbia University in the City of New York 1983 — 1985
Masters of International Affairs, International Finance
SUNY Albany 1979 — 1983
Bachelor of Arts (B.A.), Double Major Political Science and Interamerican Studies
Imperial Capital, LLC July 2014 - Present
NYSE Euronext May 2013 - August 2013
The Seaport Group February 2013 - May 2013
USC Alumni Relations April 2012 - December 2012
Finansia Syrus Securities PLC. July 2012 - August 2012
Thai Gauze Co., Ltd May 2010 - July 2010
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), Psychology
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Ruamrudee International School 2001 — 2010
American Infrastructure MLP Funds October 2013 - Present
Houlihan Lokey June 2012 - September 2013
The Seaport Group July 2011 - June 2012
MDM International Search Fund January 2009 - July 2011
Villgro Innovations Foundation Business Incubator June 2010 - March 2011
iBank.com 2008 - 2009
Armenian Relief and Development Association May 2007 - June 2007
4 the World May 2006 - August 2006
City of Los Angeles 2000 - 2006
Education
University of Southern California 2006 — 2009
Bachelor of Science (BS)
Lighthouse 1993 — 2001
The Seaport Group October 2013 - Present
UniCredit Bank 2010 - 2012
Clearstream 2008 - 2010
Concannon, Miller & Co. P.C. 2007 - 2008
Skills
Team Leadership, Financial Services, Securities, Strategy, Retail Banking, Corporate Finance, Trading, Project Management, Business Planning, Testing, Back Office, Internal Audit, Financial Analysis, Analysis, Business Analysis, Banking
Education
University of Economics in Prague, Faculty of Economics and Public Administration 2001 — 2007
Master's degree
B. Riley & Co. October 2008 - September 2010
The Seaport Group August 2002 - September 2008
Libra Investments January 1992 - January 1998
Skills
Securities Brokerage..., Licensed California..., Licensed California..., Licensed Massachusetts..., Sellers, Real Estate, Sales, Investments, Private Equity, Bonds, Asset Management, Residential Homes, Management, Investment Banking, Referrals, Investment Properties, Relocation, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1986
Business School
American School in London, London, England
Junior High School
Bowdoin College
Bachelor of Arts (BA), College
Canford School, Dorset, England
Junior High School
Deerfield Academy
High School
ICAP August 2015 - Present
Seaport Global August 2014 - July 2015
Aramark March 2012 - September 2014
The Seaport Group July 2012 - July 2012
Skills
Microsoft Office, Economics, Finance, Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Time Management, Team Leadership, Risk Management, Management, Outlook, Budgets, Social Media, Public Speaking, PowerPoint, Social Networking
Education
St. Francis College 2010 — 2014
Bachelor's degree, Economics
UBS O'Connor October 2014 - Present
The Seaport Group September 2013 - September 2014
Peak6 Advisors LLC December 2012 - January 2013
180 Degrees Consulting August 2011 - December 2011
The Seaport Group June 2011 - July 2011
Credit Suisse June 2010 - July 2010
Specialty Alarm Engineering May 2009 - August 2009
Hi-Five Sports & Companies June 2007 - July 2008
Skills
Data Analysis, Leadership, Valuation, CRM, Portfolio Management, Asset Management, Microsoft Excel, Microsoft Word, Bloomberg Terminal, High Yield, Distressed Debt, Credit Analysis, Financial Analysis, Social Media, Analysis, Microsoft Office, PowerPoint
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
IES Dublin 2011 — 2011
Transamerica Financial Advisors, Inc. 2002 - Present
Fusion Advisors, Inc January 2013 - Present
Travis~Martin Financial Services, LLC June 2003 - December 2012
The Seaport Group October 2002 - April 2003
State Farm Insurance January 2000 - May 2002
Skills
Insurance, Fixed Annuities, Retirement, 401k, Series 63, IRAs, Mutual Funds, 401k Rollovers, Life Insurance, Long-term Care, Series 6
Education
The University of Texas at Austin 1998 — 2001
BA
Churchill High School 1993 — 1997
Berkshire Hathaway HomeServices-New England Properties October 2014 - Present
Nomura Securities June 2012 - January 2014
The Seaport Group October 2009 - June 2011
Royal Bank of Scotland May 2008 - October 2009
RBS Greenwich Capital Markets October 2002 - May 2008
Allen Capital Management September 2000 - October 2002
Skills
Real Estate Development, Residential Investment..., Residential Homes, Income Properties, Real Estate, Real Estate Investment..., Real Estate Transactions, Fixed Income, Investment Properties, Creative Real Estate..., Hedge Funds, Derivatives, CDS, Trading, Investments, Product Management, Sales Management, Customer Retention, Finance, Credit, CRM, Capital Markets, Bonds, Equities, Management, Real Estate Economics
Education
Hobart College 1996 — 2000
BA, Political Science and Government
The Hackley School 1992 — 1996
The Seaport Group 2006 - Present
Settlesoft Corporation 1998 - Present
Prudent Publishing 2007 - 2010
Deutsche Bank 1998 - 2009
Measurisk LLC 1999 - 2000
ING Financial Services Corporation 1996 - 1997
S.G. Warburg & Co. 1995 - 1996
Education
Rensselaer Polytechnic Institute 1988 — 1993
BS, Industrial and Management Engineering
WSP Parsons Brinckerhoff July 2015 - Present
WSP Parsons Brinckerhoff January 2015 - July 2015
NYC Department of Environmental Protection, Bureau of Water and Sewer Operations July 2013 - December 2014
The Seaport Group October 2012 - May 2013
International Underwriting Agency January 2012 - August 2012
Baron Design Inc. Interior December 2011 - January 2012
USC Payroll Services March 2010 - May 2011
USC Korean Studies Institute (KSI) June 2010 - March 2011
California Department of Transportation (Caltrans) May 2010 - July 2010
USC Housing Service & Maintenance Office January 2009 - September 2009
Skills
Basic Revit Architecture, Microsoft Excel, EIT Certified, PowerPoint, Customer Service, AutoCAD, Microsoft Office, GIS systems, Human Resources, Management, Research, Public Speaking, Proposal Writing
Education
University of Southern California 2007 — 2011
B.S, Civil Engineering
Bronx High School of Science 2003 — 2007
Sumitomo Mitsui Banking Corporation February 2014 - Present
International Investment Group LLC. NYC October 2011 - February 2014
The Seaport Group November 2010 - September 2011
MTS Logistics Inc., New York, NY January 2010 - October 2010
Skills
Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Alternative Investments, Structured Finance, Equities, Trade Finance, Banking, Due Diligence, Emerging Markets, Fixed Income, Securities, Valuation, Credit, Credit Analysis, Loans, Finance, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
High Yield Media Group LLC March 2012 - Present
The Seaport Group June 2012 - December 2012
Pioneer Funding Group February 2011 - January 2012
Argo Partners March 2010 - February 2011
Skills
Options, Asset Managment, Valuation, Securities, Hedge Funds, Bankruptcy, Credit Analysis, Equity Research, Capital Markets, Equities, Trading, Portfolio Management, Bloomberg, Fixed Income, Alternative Investments
Education
Indiana University - Kelley School of Business
BS, Finance/Entrepreneurship
Great Neck South High School
Deutsche Bank May 2015 - Present
Mitsubishi UFJ Securities November 2013 - March 2015
The Seaport Group November 2011 - November 2013
MF Global August 2011 - November 2011
ING Capital Markets March 2010 - June 2011
MF Global August 2009 - March 2010
Patchwork Consulting May 2009 - August 2009
AIG Trading Group May 1998 - October 2008
DLJ 1996 - 1998
Citibank August 1989 - May 1996
Skills
Fixed Income, Emerging Markets, Trading, Commodity, Hedge Funds, Capital Markets, Derivatives, Credit Risk
Education
Middlebury College 1985 — 1989
BA, Russian/Int Politics & Economics
Pushkin State Russian Language Institute
Russian Language and Literature
England & Company September 2014 - Present
The Seaport Group August 2012 - June 2014
Strathmore Advisors LLC March 2012 - July 2012
CIBC World Markets (subsequently Oppenheimer & Co.) June 2007 - November 2011
UBS Investment Bank June 2004 - June 2007
Credit Suisse First Boston June 1999 - February 2004
Credit Suisse First Boston - London 1999 - 2002
BHF-BANK June 1994 - March 1999
Skills
Leveraged Finance, LBO, Investment Banking, Capital Markets, Valuation, Private Equity, Restructuring, Structured Finance, Special Situations, Financial Structuring, Fixed Income, Financial Sponsors, Equities, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Bowdoin College 1990 — 1994
BA, German, Economics
Chaminade High School
Shapeways November 2014 - Present
Doremus February 2014 - November 2014
The Seaport Group January 2012 - January 2014
Converse September 2011 - December 2011
The Seaport Group November 2009 - December 2011
NORD/LB November 2007 - April 2008
Putnam Lovell NBF Securities June 2006 - October 2007
Virtual Enterprises International, Inc. March 2006 - June 2006
Skills
Restructuring, Outlook, Banking, Equities, Team Building, Onboarding, Leadership, Mergers & Acquisitions, HR Project Management, Succession Planning, Management, Deferred Compensation, Employee Benefits, Personnel Management, Human Resources, Performance Management, Employee Relations, Benefits Administration, HRIS, Interviews, Recruiting, Applicant Tracking..., Payroll, Job Descriptions, New Hire Orientations, HR Policies, FMLA, ADP Payroll, Talent Acquisition, Talent Management, Employee Engagement, Organizational...
Education
Hunter College 2006 — 2012
Bachelor of Arts (B.A.), Economics and Media Studies
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Imperial Capital, LLC September 2011 - December 2011
The Seaport Group June 2011 - August 2011
FocalPoint Partners, LLC May 2011 - June 2011
Skills
Financial Modeling, Financial Analysis, PowerPoint, Corporate Finance, Valuation, Investment Banking, Bloomberg, Private Equity, Equity Research, Equities, Capital Markets, Bloomberg Terminal, DCF, Microsoft Office, Microsoft Excel, Due Diligence
Education
University of Southern California - Marshall School of Business 2009 — 2013
B.S., Business Finance
The University of Hong Kong 2012 — 2013
International Exchange Program, Finance, General
The New Agenda August 2008 - Present
Imperial Capital LLC 2004 - 2006
The Seaport Group 2002 - 2004
Morgan Stanley 1999 - 2002
Wasserstein Perella 1997 - 1999
Amroc Investments 1992 - 1997
National Westminster Bank 1987 - 1992
Skills
Television, Social Media, Facebook, Radio, Copywriting, Integrated Marketing, Blogging, Online Advertising, Film, Social Media Marketing, Media Relations, Photoshop, Digital Media, Advertising, Creative Writing, Public Relations, Event Management, Entertainment, Editing, Journalism, Press Releases, Social Networking, New Media, Fundraising, Corporate Communications, Non-profits, Public Speaking, Alternative Investments, Content Strategy, Strategic Consulting, Strategic Communications, Brand Development, Series 7, Marketing Communications, Event Planning, Newsletters, Email Marketing, Marketing, FINRA, Strategic Planning, Asset Allocation, Investment Advisory, Publishing, Series 63, Fixed Income, Marketing Strategy, Market Research, Securities, Video, Copy Editing
Education
NYU Stern School of Business 1989 — 1992
M.B.A., Finance/International Business
Cornell University 1984 — 1987
B.A., Economics (Mathematics/Computer Science)
The Seaport Group June 2014 - August 2014
Bedford Funding Capital Management May 2013 - August 2013
Davenport Beach Club May 2012 - August 2012
Skills
Public Speaking, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science (B.S.) , Economics
Crédit Agricole CIB April 2013 - July 2013
The Seaport Group April 2011 - September 2012
BTIG April 2009 - March 2011
J.P. Morgan/Bear Stearns June 2008 - March 2009
Bear Stearns February 2007 - June 2008
Rock Maple Funds October 2005 - September 2006
Bear Stearns May 2000 - September 2005
Bear Stearns September 1986 - May 2000
Skills
Relationship Management, Hedge Funds, Asset Management, Fixed Income Sales, Structured Products, High Yield Bonds, Distressed Debt, Strategic Communications, Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Credit, Bonds
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.)
Iona College
Bachelor of Business Administration (B.B.A.)
Westchester Community College
Associate of Arts and Sciences (A.A.S.)
The Seaport Group May 2014 - Present
Wells Fargo Securities June 2010 - April 2014
Skills
High Yield, High Yield Bonds, Fixed Income, Bonds, Bloomberg, Capital Markets, Hedge Funds, Equities, Series 7, Leveraged Finance, Credit Derivatives, Alternative Investments, Derivatives, Investment Banking, Structured Products, Securities
Education
Fordham University 1990 — 1991
Master of Business Administration (MBA), Finance, General
Binghamton University 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
GTown Partners, LLC March 2013 - Present
Kingfisher Asset Management LLC December 2012 - Present
Fishcreek Capital 2006 - Present
The Seaport Group January 2008 - December 2011
Skills
Alternative Energy, Investment Banking, Due Diligence, Renewable Energy, Equities, Financial Modeling, Entrepreneurship, Strategy, Valuation, Investments, Mergers & Acquisitions, Venture Capital, Emerging Markets, Private Equity, Management, Financial Structuring
Education
University of Pennsylvania Law School 1987 — 1990
JD, Law, Finance, Business
Georgetown University 1983 — 1987
BA, English, History, Economics
Houlihan Lokey May 2014 - Present
The Seaport Group July 2012 - May 2014
RBC Capital Markets July 2011 - July 2012
Bank of America Merrill Lynch June 2010 - August 2010
Millennium Partners September 2006 - June 2009
Education
University of California, Los Angeles 2009 — 2011
Master of Business Administration (MBA)
UCLA Anderson School of Management 2009 — 2011
MBA, Finance
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.)
HSBC 2014 - Present
The Seaport Group 2009 - 2014
Skills
Equities, Hedge Funds, Series 7, Trading, Bloomberg, Sales, Sales Management, Account Management, Divisional Management, Institutional Sales, Municipal Bonds, Financial Analysis, Financial Reporting, Project Management, Revenue Analysis, Cost Management, Sales Presentations, Strategic Negotiations, Conflict Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Brandeis University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature/Letters
Byram Hills High School 1995 — 1999
The Seaport Group January 2011 - Present
Wind Rose Holdings January 2010 - December 2010
The Eden Club June 2008 - December 2010
Oak Ridge Asset Management March 2008 - December 2010
The Trump Organization January 2002 - March 2007
Cooper Downs Development January 1998 - February 2002
Nationsbank Montgomery Secuities January 1997 - August 1998
Lehman Brothers January 1995 - December 1996
Salomon Brothers January 1988 - January 1994
Skills
Due Diligence, Management, Mergers, Asset Managment, Private Equity, Sales, Start-ups, Mergers & Acquisitions, Marketing, Investments, Finance, Corporate Development, Commercial Real Estate, Real Estate, CRM, Asset Management, Negotiation, New Business Development, Golf, Strategic Leadership, Valuation, Communication, Business Process, Marketing Strategy, Bonds, Business Development, Investment Banking, Ethics, Strategic Planning, Mutual Funds, Financial Services
Education
Ripon College 1978 — 1982
Canaccord Genuity Inc. February 2014 - Present
The Seaport Group January 2009 - 2013
Armory Advisors, LLC August 2006 - January 2009
Skills
Hedge Funds
Education
University of Richmond 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Seaport Global June 2015 - July 2015
The Seaport Group June 2014 - July 2014
Weaser's Italian Ices May 2013 - August 2013
The Lawrenceville School September 2011 - May 2012
Education
Miami University 2012 — 2016
Accounting and Finance
The Seaport Group July 2012 - Present
Rodman and Renshaw January 2009 - July 2012
Knight 2000 - 2002
Education
City University of New York
Master of Arts (M.A.), Economics
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
The Seaport Group June 2013 - August 2013
Tiedemann Investment/Wealth Management July 2012 - September 2012
Irving Investors June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Bloomberg Terminal
Education
Northwestern University 2011 — 2015
Bachelor's degree, Economics and Mathematics
Collegiate School 1998 — 2011
Peak Theories Research May 2009 - Present
CNBC January 2012 - January 2015
The Seaport Group September 2012 - October 2013
Hugh Johnson Advisors February 2007 - December 2010
First Albany Capital February 2000 - November 2005
WAMC/Northeast Public Radio January 1998 - February 2000
Morgan Stanley July 1995 - October 1996
Skills
Asset Managment, Equities, US Equities, Equity Research, Technical Analysis, Mergers, Strategy, Mergers & Acquisitions, Financial Markets, Fixed Income, Hedging, Options, Alternative Investments, Equity Trading, Investment Banking, Investment Strategies, Trading Systems, Asset Allocation, Derivatives, Business Development, Analysis, Global Macro, Valuation, Market Analysis, Trading, Commodity, Emerging Markets, Finance, Risk Management, Private Equity, Investment Management, Due Diligence, Asset Management
Education
Colgate University 1991 — 1995
Bachelor of Arts, Philosophy with Honors
Albany High School
Barclays Capital July 2011 - Present
The Seaport Group 2010 - 2010
Citi Capital Advisors December 2008 - January 2009
Skills
Investments, Financial Analysis, Bloomberg, Fixed Income, Capital Markets, Trading
Education
Georgetown University 2010 — 2011
Masters, Real Estate Finance
Georgetown University - The McDonough School of Business 2006 — 2010
B.S., Finance & Management
DataMarx LLC December 2014 - Present
The Seaport Group September 2013 - February 2014
The Gersh Agency July 2013 - August 2013
The Seaport Group July 2013 - July 2013
Morgan Stanley Wealth Management June 2012 - August 2012
UCLA Orthopedic Hospital July 2009 - August 2009
The Seaport Group June 2009 - July 2009
Manhattan District Attorney's Office June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Social Networking, Microsoft Office, Research, Event Management, Investments, Market Research, Financial Analysis, Marketing, Leadership
Education
University of Southern California 2011 — 2014
Bachelor’s Degree, Social Sciences, Senior
Tufts University 2010 — 2011
Bachelor's degree, Undecided, Freshman Year
Armory Group, LLC October 2014 - Present
The Seaport Group May 2011 - September 2014
Oppenheimer & Co. Inc./Fulcrum Strategy Partners, LLC 2007 - 2011
Fortress Investment Group 2006 - 2007
Libra Securities 2002 - 2006
U.S. Bancorp Libra/Libra Investments, Inc 1997 - 2002
Education
U.C. Hastings College of the Law
J.D. cum laude
University of California, Irvine
B.A. in Economics magna cum laude
Point72 Asset Management June 2015 - August 2015
The Seaport Group June 2014 - July 2014
Lily Pond Capital Management June 2013 - August 2013
Boomer Esiason Foundation June 2011 - August 2011
Education
Tulane University 2012 — 2016
Finance, Philosophy
Choate Rosemary Hall 2008 — 2012
TD Securities July 2014 - Present
Mariner Investment Group, LLC May 2014 - July 2014
The Seaport Group May 2013 - August 2013
Flashnotes September 2012 - December 2012
VitaCoco Beverage, Inc. June 2012 - November 2012
Skills
Finance, Bloomberg Terminal, FactSet, Investment Grade: Sales..., Trade Claims, ABS, MBS, Bloomberg: Fixed Income, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Marketing Strategy, Marketing, Facebook, Sales, Teamwork, Time Management, Investments, Portfolio Management, Derivatives, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor's Degree, Finance, General, 3.5
Florence University of the Arts 2013 — 2013
International Finance
Oaktree Capital Series, LLC June 2014 - Present
The Seaport Group September 2013 - April 2014
Oppenheimer & Co. June 2013 - September 2013
MJW Investments June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Economics, Bloomberg, Investment Banking, Microsoft Excel, Microsoft Office, Equity Research, Restructuring, Capital IQ, Investments, Alternative Investments
Education
University of California, Los Angeles 2010 — 2014
Bachelor's of Arts, Business-Economics, Accounting Minor, 3.8 Cumulative GPA
Investment Banking Institute 2012 — 2012
Intensive 4-week Financial Modeling and Valuation Training Program
CIT July 2015 - Present
The Seaport Group June 2014 - Present
The Odyssey // Olympia Media Group January 2014 - April 2014
Silver Oak Services Partners, LLC August 2013 - August 2013
The Seaport Group June 2013 - July 2013
Phi Kappa Psi Fraternity February 2013 - May 2013
State Farm Insurance January 2011 - May 2013
Skills
Leadership, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Customer Satisfaction, Team Management, Entrepreneurship, Bonds, Business Strategy, Negotiation, Credit, Fixed Income
Education
Indiana University Bloomington 2011 — 2015
Orchard Park High School 2008 — 2011
Equifax June 2009 - Present
The Seaport Group October 2008 - July 2009
Amherst Securities Group June 2004 - October 2008
Blaylock & Partners May 2003 - May 2004
National Western Life January 2003 - April 2003
The University of Texas at Austin August 2000 - December 2002
Texas Capital Markets March 1998 - August 2000
Bear Stearns 1993 - 1998
Credit Suisse 1991 - 1993
Franklin Savings Association 1988 - 1989
Skills
Credit Analysis, Residential Mortgages, Mortgage Lending, Fixed Income, Finance, Structured Finance, Capital Markets, Financial Modeling, MBS, Credit, Investment Banking, ABS
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Pennsylvania 1983 — 1986
BS Engineering, Computer Science and Engineering
University of Pennsylvania - The Wharton School 1983 — 1986
BS Economics, Finance
The Seaport Group January 2015 - Present
The Seaport Group October 2012 - December 2014
The Seaport Group January 2012 - October 2012
Salon in the City June 2011 - September 2011
Cafe Zola August 2010 - August 2011
YMCA Storer Camp June 2006 - August 2010
First Year Experience August 2007 - May 2008
Skills
PowerPoint, Fixed Income, Microsoft Excel, Bloomberg, Microsoft Office, Event Planning, Social Media, Analysis, Customer Service, Research, Access, Sales, Management, Microsoft Word, Social Networking, Leadership
Education
Albion College 2006 — 2010
Bachelor of Arts, Spanish, Psychology, Molecular Biology
Deutsche Bank October 2014 - Present
The Seaport Group September 2012 - September 2014
Skills
Microsoft Office, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word
Education
Amherst College 2008 — 2012
The Seaport Group Securities July 2014 - Present
The Seaport Group Securites August 2013 - Present
The Seaport Group June 2013 - Present
ClearImage June 2012 - February 2013
Harn Museum of Art, University of Florida September 2012 - December 2012
Greenpeace July 2010 - August 2010
China Construction Bank March 2010 - July 2010
Northeastern University (CN) September 2007 - July 2008
Skills
Microsoft Office 2007, Chinese, Accounting, Visio, Linear Programming, SQL, HTML, Basic Korean, Basic French, Marketing, PowerPoint, Analysis, Outlook, Market Research, Data Analysis, Access, Microsoft Word, Microsoft Office
Education
University of Florida - Warrington College Of Business 2011 — 2013
Master of Science (M.S.), Management
National Dong Hwa University 2010 — 2011
Exchange, English Language and Literature
Northeastern University (CN) 2007 — 2011
B.A., English Language and Literature
인하대학교 / Inha University 2008 — 2009
Exchange, English Language and Literature
One Kings Lane December 2014 - Present
One Kings Lane July 2013 - Present
The Seaport Group June 2011 - July 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Fixed Income, Competitive Analysis, Microsoft Excel, Market Research, Economics, Social Media, SPSS, PowerPoint, Social Media Marketing, Spanish, Microsoft Word, Public Speaking, Research
Education
Bucknell University 2009 — 2013
Bachelor of Arts (BA), Political Science and Economics
Banca IMI August 2014 - Present
CIBC World Markets March 2013 - October 2013
The Seaport Group November 2011 - February 2013
KBW August 2003 - August 2011
Barclays Capital August 1994 - July 2003
Skills
Fixed Income, High Yield, Sales, Management, Capital Markets, CRM, Options, Securities, Credit, Structured Products, Hedge Funds, Bloomberg, Structured Finance
Education
Penn State University 1992 — 1994
MBA, Finance
Drexel University 1985 — 1990
BS EE, Engineering
IDG TechNetwork April 2015 - Present
IDG TechNetwork December 2012 - Present
Various Businesses October 2011 - December 2012
Avenue Capital Group August 2010 - July 2011
Gleacher & Company Securities, Inc. February 2008 - April 2010
The Seaport Group June 2005 - December 2007
The Seaport Group December 2001 - July 2005
Amroc Securities, LLC. September 1999 - October 2001
Amroc Securities, LLC. September 1997 - September 1999
Marathon Data Systems, Inc December 1994 - April 1997
Skills
Equities, Securities
Education
University of Delaware
Bachelor of Science in Human Resources, Consumer Economics
Jefferies LLC February 2014 - Present
Imperial Capital, LLC 2012 - 2014
Vedder Price, P.C. 2011 - 2012
The Seaport Group June 2010 - August 2010
Trilogy Capital June 2009 - August 2010
UBS Investment Bank May 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Excel, Financial Analysis, Economics, Fixed Income Research, Distressed Debt, Series 7, Series 87, Series 86, Series 66, Risk Management, Equity Research, Microsoft Excel, Straight Talking, Fixed Income Analysis, Equities, Lacrosse, FINRA, Modeling, Uniform Combined State..., Investments, Investment Banking, Trading, Stock Picking, Credit Analysis, Portfolio Management, Corporate Finance, Special Situations, Capital Markets, LBO, Valuation, Finance, Hedge Funds, Restructuring, Workout, Fixed Income, Due Diligence, Securities, Boxing, Analysis, Strategy, Emerging Markets, Bonds, High Yield, Credit, Capital IQ, Private Equity, Structured Finance, Equity Valuation
Education
The University of Edinburgh 2008 — 2012
MA (Honours), Economics
Phillips Exeter Academy '08 2004 — 2008
High School
Hopkins School 2002 — 2004
CommVault April 2014 - Present
Sans Consulting September 2011 - April 2014
The Seaport Group April 2010 - September 2011
RFA 2009 - 2010
Promedia Technology Services May 2006 - November 2009
Liberty Travel 1996 - 2006
Skills
Data Center, Disaster Recovery, Active Directory, VMware ESX, Microsoft Exchange, DNS, Storage Area Networks, Symantec Netbackup, Commvault, Compellent, EMC Storage, NetApp Filers, Dell PowerVault, Servers, VMware Infrastructure, Netbackup, CommVault, Cisco Technologies, SAN
Education
Bergen Community College
The Seaport Group December 2014 - Present
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Bloomberg, Swaps, Options, Back Office, FX Options, Securities, Settlement, Bonds, Trading Systems, CDS, Emerging Markets, DTC, Euroclear, Markitwire
Education
Iona College 2000 — 2004
Bachelor of Arts (B.A.)
The Seaport Group January 2013 - Present
The Seaport Group September 2012 - Present
Banyan Equity Management February 2011 - August 2011
Skills
Hold Series 7, Series 63, Fixed Income, Capital Markets, Equities, Hedge Funds, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Emerging Markets
Education
Florida State University
Bachelor of Science (BS), Finance, General
Elon University
Calibre Group LLC January 2014 - Present
The Seaport Group October 2011 - December 2013
Raymond James Financial, Inc. August 2004 - November 2011
Morgan Joseph TriArtisan LLC January 2002 - August 2004
Education
New York Law School
J.D
Temple University
B.A., Communications, English, History
Calibre Group January 2014 - Present
The Seaport Group November 2011 - January 2014
United States Marine Corps January 2007 - January 2013
Complete Security Systems, Inc. 2009 - 2011
Complete Security Systems, Inc. 2009 - 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Capital Markets, Private Equity, Due Diligence, Mergers & Acquisitions, Accounting, Bank Reconciliation
Education
Liberty University 2009 — 2012
Bachelor of Science (BS), Accounting
Jefferies & Company August 2012 - Present
Schreiner University January 2012 - March 2012
The Seaport Group February 2010 - August 2011
Knight Capital Group January 2008 - February 2010
Charlotte Latin October 2007 - March 2009
Wells Fargo March 2005 - April 2007
Morgan Stanley March 2004 - December 2004
Bank of America September 2001 - February 2004
KeyBanc Capital Markets July 1998 - August 2001
Skills
CDS, Credit Derivatives, Fixed Income, Trading, Fixed Income Sales
Education
Kenyon College 1994 — 1998
Bachelor of Science (BS), Economics
Kenyon College 1994 — 1998
Bachelors of Arts, Economics
Armory Securities, LLC October 2014 - Present
Armory Funds, LLC October 2014 - Present
The Seaport Group January 2012 - September 2014
The Seaport Group August 2011 - January 2012
Wedbush Securities April 2006 - July 2011
Ernst & Young July 2005 - March 2006
Skills
Mergers, Restructuring, Private Equity, Investment Banking, Capital Markets, Financial Modeling, Trading, Strategy, Finance, Credit, Private Placements, Mergers & Acquisitions, Financial Services, Due Diligence, Corporate Finance, Valuation, Investments, Bonds, Hedge Funds
Education
University of Southern California 2003 — 2005
BS, Accounting
The Seaport Group January 2014 - Present
Commerzbank AG August 2009 - August 2013
Maratan Partners LLC May 2006 - August 2009
Barclays Capital November 2001 - April 2006
WR Hambrecht July 1999 - November 2001
Deutsche Bank August 1995 - May 1998
Merrill Lynch April 1988 - July 1995
Skills
Fixed Income, Hedge Funds, Trading, Capital Markets, Credit, DCM, Derivatives, Investment Banking, Structured Products, Structured Finance, Financial Structuring, Credit Derivatives, Equities, Emerging Markets, Interest Rate..., Swaps, Bonds, Bloomberg, Financial Markets, Alternative Investments, High Yield, FX Options, Securitization, Equity Derivatives, ABS, Market Risk, Trading Systems, CDS, Electronic Trading
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Washington University in St. Louis 1978 — 1981
AB, Economics
Chaminade
Chaminade
Lumia Group April 2014 - Present
The Seaport Group October 2013 - Present
Hawthorne Retail Partners, Inc. May 2007 - October 2012
Kennedy Covington/K&L Gates 2002 - 2007
Education
The University of Alabama School of Law 1999 — 2002
J.D., Law
Duke University 1989 — 1993
B.A, English
Alvarado Energy Advisors LLC January 2015 - Present
The Arbitrage Fund January 2003 - Present
The Seaport Group August 2010 - December 2014
Power Capital Partners LLC January 2000 - July 2010
Stratum Group LP 1995 - 2000
MG Trade Finance Corp. 1987 - 1994
Occidental Petroleum Corp. 1983 - 1987
Shell Oil and Chemical Company 1981 - 1983
Skills
Corporate Finance, Due Diligence, Energy, Mergers & Acquisitions, Private Equity, Financial Modeling, Management, Venture Capital, Fixed Income, Credit, Trading, Investment Banking, Restructuring, Valuation, Hedge Funds, Mergers, Equities, Financial Advisory, Consulting, Divestitures, Derivatives, Energy Industry, Financial Analysis, Mutual Funds, Joint Ventures, Financial Structuring, Structured Finance, Investments, Equity Capital Markets, Capital Markets, Commodity, Corporate Governance, Mezzanine, Natural Gas, Asset Management, Alternative Investments, Portfolio Management, Capital Raising, Corporate Development
Education
Fordham Gabelli School of Business 1990 — 1991
MBA, Finance
New Mexico State University 1978 — 1981
BBA, Finance/Economics
The Seaport Group December 2008 - Present
Skills
Fixed Income, Trading, Bonds, Portfolio Management, MBS, Structured Finance, Finance, Structured Products, Financial Analysis, ABS, Hedge Funds, Capital Markets, Loans, Bloomberg, Investments
Education
American University 2003 — 2005
MA, Int'l Relations; Economics
Binghamton University - School of Management 1995 — 1999
BS, Business Mngt, Finance
Kansai Gaidai University 1998 — 1998
Calibre Group January 2014 - Present
The Seaport Group December 2011 - March 2015
United Steelworkers April 2002 - December 2011
Skills
Corporate Finance, Strategic Planning, Leadership, Valuation, Research, Microsoft Office, Finance, Contract Negotiation, Financial Modeling, Mergers & Acquisitions, Nonprofits, Financial Analysis, Due Diligence, Management, Team Building, Investments
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Strategy & Finance
University of Pittsburgh
Bachelor of Arts (B.A.)
Huntingdon High
They All Fall Down - A Novel September 2015 - Present
Burn This, Inc. August 2012 - Present
The Seaport Group June 2009 - April 2013
Lehman Brothers March 2008 - June 2009
Lehman Brothers February 2007 - March 2008
Skills
SEO, Marketing Strategy, Brand Development, Online Advertising, Hedge Funds, Brand Awareness, Fitness Consulting, Social Media, Entrepreneurship, Equities, Financial Modeling, Trading Systems, Trading Strategies, Financial Markets, Quantitative Analytics, Bloomberg, Valuation, Fixed Income, Trading, Capital Markets
Education
Harvard University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
NYU Stern School of Business 2010 — 2013
Master of Business Administration (MBA), Marketing;
Institute For Integrative Nutrition 2014 — 2015
Holistic Health Coach, Foods, Nutrition, and Wellness Studies, General
Fieldstone Capital Group 2013 - Present
The Seaport Group 2010 - 2013
Sunrise Securities 2009 - 2010
NSM Capital 2008 - 2009
Wachovia Securities 2004 - 2008
UBS 2003 - 2004
Bear Stearns 2001 - 2003
Skills
Capital Markets, ABS, Fixed Income, Derivatives, Structured Products, MBS, Hedge Funds, Credit Derivatives, Trading, Structured Finance, CDO, Quantitative Finance, Securitization, Bonds, Bloomberg, Financial Structuring, CDS, CMBS
Education
Moscow Institute of Physics and Technology (State University) (MIPT)
MS, Theoretical Physics
Stony Brook University
PhD, Theoretical Physics
CRT Capital April 2012 - Present
The Seaport Group April 2009 - March 2012
Skills
Series 7, Series 63, Equities, Fixed Income, Bloomberg, Capital Markets, Investments, Trading, Derivatives, Series 24, Bonds, Hedge Funds, Equity Trading, Investment Banking, Electronic Trading
Education
Trinity College-Hartford 1999 — 2003
Bachelor of Science (BS), Literature
Aspen High School 1995 — 1999
The Seaport Group March 2011 - Present
Credit Suisse 1996 - 2011
Paine Weber 1992 - 1996
Skills
Structured Products, Investment Banking, Banking
Education
Saint Lawrence University 1984 — 1988
Bachelor of Science (BS), Economics
EZDOCTOR August 2010 - Present
The Seaport Group January 2008 - August 2008
Bayview Financial June 2004 - January 2008
Skills
Series 7, Series 63, Financial Modeling, Financial Analysis, Loans, Asset Management, Capital Markets, Relationship Management, Finance, Portfolio Management, Mortgage Lending, Valuation, Credit, Private Equity, Investments, Credit Analysis, Strategic Planning, Business Strategy, Management, Marketing Strategy, Leadership, Sales, Business Development, Strategy
Education
University of Miami - School of Business 2003 — 2005
MBA, Finance and Marketing
University of Miami 1999 — 2003
BS, Business Administration, Management and Operations
The Seaport Group November 2011 - Present
MF Global October 2011 - November 2011
Miller Tabak Roberts Securities, LLC September 2010 - April 2011
Cantor Fitzgerald 2008 - 2010
SAC Capital 2007 - 2008
Calyon 2005 - 2007
Gramercy Advisors LLC 2003 - 2004
CIBC World Markets 1995 - 2003
Valores Finamex 1993 - 1995
Skills
Fixed Income, Emerging Markets, High Yield, Securities, Trading, Capital Markets, Bonds, Options, Derivatives, CDS, Structured Products, Hedge Funds, Equities, Credit Derivatives, Bloomberg, Credit, Alternative Investments, Financial Markets, Swaps, Investment Banking, Electronic Trading, Series 63
Education
Union College 1986 — 1990
BA, Economics
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - May 2013
Citadel Investment Group April 2010 - September 2011
ICP Capital June 2009 - March 2010
The Seaport Group November 2007 - June 2009
Countrywide Securities Corporation September 2005 - September 2007
Deutsche Bank Securities April 2004 - April 2005
RBS Greenwich Capital August 2002 - April 2004
Morgan Stanley February 1995 - August 2002
Credit Suisse First Boston August 1986 - February 1995
Skills
Structured Products, Fixed Income, Bonds, Capital Markets, MBS, Asset Managment, Structured Finance, ABS, Asset Management, Securities, Bloomberg, Financial Services, Finance, Equities, Trading, Hedge Funds, Investment Banking
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance and Marketing
Oberlin College 1974 — 1978
BA, Economics and Mathematics
The Seaport Group` November 2005 - Present
Amroc Investments 1999 - 2005
NatWest 1989 - 1996
NatWest 1989 - 1996
Union Chelsea Nat'l Bank 1986 - 1988
Skills
Special Situations, High Yield, Capital Markets, Leveraged Finance, Hedge Funds, Investment Banking, Structured Finance, Fixed Income, Distressed Debt, Equities, Credit Derivatives, Alternative Investments, Loans, ABS, Asset Management, Bloomberg, Bonds, Private Equity, Credit Analysis, Investments, Restructuring, Trading
Education
Saint Bonaventure University 1980 — 1984
Freddie Mac January 2015 - Present
Freddie Mac November 2013 - January 2015
OneWest Bank February 2013 - July 2013
Promontory Financial Group, LLC July 2012 - January 2013
The Seaport Group May 2012 - September 2012
Janes Capital Partners August 2011 - January 2012
United States Bankruptcy Court January 2010 - May 2010
Chapman University School of Law Alternative Dispute Resolution Board May 2009 - May 2010
Chapman Law Courier September 2007 - May 2010
American Bar Association - Law Student Division May 2009 - April 2010
Skills
Real Estate Finance, Multifamily Financing, Agency Debt, Underwriting, Commercial Real Estate, Financial Modeling, Excel, REIS, Due Diligence, Analysis, Argus Modeling, Valuation, Legal Research, Microsoft Word, Contract Negotiation, Economics, Finance, Investment Banking, Mergers, Research, PowerPoint, Word, Microsoft Office, Problem Solving, Writing, Budgeting, Corporate Law, Financial Analysis, Negotiation, Outlook, Mergers & Acquisitions
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2011
MBA, Finance and Real Estate, 3.7
Chapman University, School of Law 2007 — 2010
J.D., Law
Irvine Valley College 2006 — 2007
Non-Degree, Real Estate
University of Toronto - Rotman School of Management 2002 — 2005
B. Commerce, Economics, Finance, Marketing and Accounting
The Seaport Group 2003 - Present
Armory Advisors 2006 - 2009
Skills
Hedge Funds, High Yield, Special Situations, Private Equity, Equities, Fixed Income, Emerging Markets, Trading, Credit Derivatives, Leveraged Finance, Derivatives, Restructuring, Mergers, Financial Modeling, Options, Capital Markets, Mergers & Acquisitions, Equity Research
Education
University of Missouri-Kansas City 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General
The Seaport Group February 2011 - Present
Spa Chakra August 2008 - August 2010
Morrison Cohen LLP 2005 - 2008
O'Melveny & Myers LLP 2001 - 2005
Skills
Securities Regulation, Corporate Governance, Corporate Law, Private Equity, Securities, Bankruptcy, Due Diligence, Mergers & Acquisitions, Joint Ventures, Venture Capital, Legal Writing, Corporate Finance, Private Placements, Restructuring
Education
Georgetown University Law Center 1998 — 2001
JD, Corporate Transactions
Dartmouth College 1993 — 1997
BA, Government/Spanish
New Road Capital Partners, LLC July 2013 - Present
The Seaport Group April 2012 - April 2013
Citadel Securities 2010 - 2011
ICP Capital April 2009 - March 2010
Banc of America Securities April 2003 - January 2009
Morgan Stanley October 1987 - April 2003
Skills
Capital Markets, MBS, Management, Equities, Bloomberg, Series 7, Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Structured Finance, Investment Banking, Asset Management, Valuation, Financial Modeling
Education
Hofstra University 1977 — 1979
MBA, Management
Riskspan, Inc. March 2012 - November 2012
Further Lane asset Management July 2010 - March 2012
Millennium Partners October 2008 - October 2009
The Seaport Group July 2008 - October 2008
Interactive Data April 1996 - April 2008
BZW (Barclays de Zoete Wedd) September 1993 - March 1996
UBS Investment Bank September 1990 - February 1993
Prudential Financial February 1987 - August 1990
Dean Witter Reynolds February 1986 - January 1987
Paine Webber February 1985 - January 1986
Skills
Capital Markets, Bloomberg, Structured Products, ABS, Analysis, Valuation, MBS, Derivatives, Bonds
Education
Florida Atlantic University 1981 — 1984
BBA, Finance
Protiviti February 2013 - Present
The Seaport Group August 2010 - February 2013
Madison Westbridge, LLC January 2010 - April 2011
DRU Stock Inc. New York Stock Exchange June 2009 - August 2009
Skills
Risk Consulting, Analysis, Capital Markets, Broker-Dealer Operations, Financial Modeling, Bloomberg, Valuation, Hedge Funds, Investments, Alternative Investments, Securities, Investment Banking, Financial Analysis, Due Diligence, Asset Managment, Equities, Structured Finance, Private Equity, Broker-Dealer Compliance
Education
James Madison University 2005 — 2009
BBA, International Business
James Madison University 2005 — 2009
Bachelor of Business Administration, International Finance; Marketing and German
Rumson Fair Have Regional Highschool 2001 — 2005
R.W. Pressprich & Co. March 2015 - Present
The Seaport Group November 2013 - March 2015
Global Hunter Securities August 2012 - November 2013
Knight Capital Group December 2010 - July 2012
Collins Stewart February 2010 - November 2010
Pali Capital May 2008 - February 2010
RBC Capital Markets August 2001 - May 2008
Education
Monmouth University - Leon Hess Business School
MBA, Finance
University of North Carolina at Charlotte
Bachelor's Degree
The Seaport Group August 2012 - Present
The Seaport Group May 2012 - July 2012
Fino Consulting May 2011 - August 2011
Fordham University August 2010 - May 2011
Skills
java, c++, c, c#, ASP.NET, SQL, HTML, CSS, Visual Basic, Microsoft SQL Server, SQL Server Management..., SPSS
Education
Fordham University 2010 — 2012
Master, Computer Science
University of Colorado at Boulder 2008 — 2009
Master, Mechanical Engineering
The Seaport Group July 2013 - Present
Nomura Securities May 2012 - August 2012
GoldenTree Asset Management May 2011 - August 2011
The Seaport Group May 2010 - August 2010
Skills
Equities, Economics, Financial Markets, Capital Markets, Credit Analysis, Leadership, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Sales Process, Social Media, Team Building, Securities, Underwriting, Portfolio Management, Private Equity
Education
Villanova University 2009 — 2013
Bachelor of Business Administration, Finance and International Business
Cass Business School 2011 — 2011
Finance and International Business
Jefferies February 2015 - Present
The Seaport Group February 2012 - Present
The Seaport Group February 2012 - February 2015
Skills
Alternative Investments, Capital Markets, Fixed Income, Hedge Funds, Equities, Asset Management, Trading, Bloomberg, Securities, Series 7, Bonds, Investment Banking, Derivatives, Investments, Private Equity, Financial Markets, Structured Products, Credit Derivatives
Education
Cornell University 1990 — 1993
Bachelor of Science (BS), Economics
Cornell University
Centene Corporation July 2013 - Present
Citi March 2012 - June 2013
Verizon Business August 2011 - May 2012
Waterway Gas & Wash April 2011 - December 2011
University of Missouri Fermentation Club August 2008 - December 2010
Financial Management Association September 2009 - May 2010
The Seaport Group December 2008 - June 2009
Skills
Bloomberg Terminal, Microsoft Excel, Forecasting, Leadership, Pricing, Outlook, Microsoft Office, Access, PowerPoint, Microsoft Word, Customer Service, Financial Modeling, Management, Project Management, Marketing, Budgets, Credit, VBA, Process Improvement, Team Leadership, Strategic Planning, Financial Analysis, PeopleSoft, Business Analysis, Invoicing, Strategic Financial..., Risk Management, Equities, Investments, Teamwork, Banking, Data Analysis, Portfolio Management, Finance, Analysis, Payroll, SQL, Financial Reporting, Analytics, Databases, Business Development, Requirements Gathering
Education
University of Missouri-Columbia 2006 — 2010
Bachelor's Degree
CastleRock Asset Management July 2013 - Present
The Seaport Group November 2011 - July 2014
Bear Wagner Specialists 2000 - 2007
CMJ Partners, LLC 1991 - 1999
Skills
Capital Markets, Series 63, Electronic Trading, Equities, Equity Trading, Trading, Securities, Hedge Funds, Bloomberg, Series 7, Investments, Options, Fixed Income, Trading Systems, Financial Markets, Asset Management, Alternative Investments, FINRA, Portfolio Management, Derivatives
Education
State University of New York College at Cortland 1986 — 1990
Bachelor of Arts (B.A.), Economics
The Palmetto Group 2013 - Present
The Seaport Group 2010 - 2012
Deutsche Bank 2007 - 2008
Cantor Fitzgerald 2004 - 2007
Bank of America 1996 - 2001
Education
The University of Georgia
Master of Business Administration (MBA)
Pfeiffer University
Bachelor of Science (B.S.)
The Seaport Group August 2012 - Present
Bank of Tokyo-Mitsubishi UFJ November 2011 - August 2012
FBR Capital Markets October 2010 - October 2011
Miller Tabak Roberts Securities, LLC January 2008 - January 2010
Education
Colgate University
B.A., Political Science
The Seaport Group September 2009 - Present
WaMu Capital Corp. June 2006 - September 2007
Education
Georgetown University 2002 — 2006
American Express August 2015 - Present
Bloomberg LP April 2013 - July 2015
Bloomberg LP 2012 - April 2013
The Seaport Group May 2011 - August 2011
Skills
Bloomberg, Fixed Income, Financial Modeling, Bloomberg Terminal, Microsoft Office, Equities, Financial Analysis, Municipal Bonds
Education
Fairleigh Dickinson University
B.S, Finance
The Seaport Group June 2009 - Present
Skills
Fixed Income, Derivatives, Equities, Securities, Capital Markets, Trading, Financial Modeling, Hedge Funds, Investment Banking, Bloomberg, High Yield, Series 7
Education
DukUniversity 1983 — 1987
Bachelor of Arts (B.A.), Economics
Duke University 1983 — 1987
AB, Economics
The Seaport Group 2007 - 2009
UBS 2001 - 2005
Lehman Brothers 1994 - 2001
Kidder Peabody 1993 - 1994
TIAA-CREF 1992 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1990
BBA, Finance
Van Eck Global March 2012 - Present
The Seaport Group December 2009 - March 2012
Soundbrook Capital April 2008 - June 2009
Greylock Capital Management June 2001 - March 2008
Education
Wharton School, University of Pennsylvania 1991 — 1993
M.B.A., Finance
Princeton University 1986 — 1990
A.B., History
The Seaport Group February 2013 - Present
Lazard Capital Markets February 2012 - Present
Credit Suisse 2000 - 2009
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
High Yield, Financial Analysis
Education
Rose-Hulman Institute of Technology
Armory Merchant Holdings LLC January 2014 - Present
The Seaport Group May 2011 - January 2014
Education
Villanova University 2001 — 2005
Charles University in Prague
Pingry
IBM October 2014 - Present
IBM September 2012 - September 2014
The Seaport Group June 2012 - August 2012
Skills
Microsoft Office, Solution Selling, PowerPoint, Project Management, Strategy, Microsoft Excel, Enterprise Software, Business Analysis, CRM, Management, Adobe InDesign, Adobe Creative Suite
Education
The Johns Hopkins University 2008 — 2011
Bachelor of Arts (B.A.), International Relations (Concentration in Economics) & Business Management
Tuck School of Business at Dartmouth College August 2014 - Present
Cambridge Associates July 2011 - June 2014
UBS Wealth Management September 2010 - December 2010
The Seaport Group June 2010 - July 2010
Skills
Asset Allocation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Vanderbilt University 2007 — 2011
Bachelor of Arts (B.A.), Human and Organizational Development
John Jay High School 2003 — 2007
The Seaport Group June 2008 - Present
JPMorgan Chase June 2006 - June 2008
Bank of America January 2000 - June 2006
First Union National Bank May 1998 - January 2000
Federal Deposit Insurance Corporation June 1992 - May 1998
Education
La Salle University 1988 — 1992
BS- Business Administration, Finance
The Seaport Group June 2015 - July 2015
Fairway Market May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
Sewanee-The University of the South 2014 — 2016
Economics