TradePMR Company

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TradePMR Employees

Employee
Years
Job
Industry
James Farwell James Farwell Fort Myers, Florida Details
James Farwell's TradePMR Experience January 2008 - May 2009
Job Head of School at Montessori School of Fort Myers
Industry Education Management
Experience
Montessori School of Fort Myers   September 2013 - Present
Cross Keys Capital, LLC  May 2012 - January 2013
Cross Keys Capital, LLC  June 2009 - July 2012
Farwell Financial Consulting   October 2008 - May 2009
TradePMR   January 2008 - May 2009
Cross Keys Capital   August 2008 - December 2008
The Minnesota House of Representatives   January 2004 - June 2004

Skills
Educational Leadership, Montessori Education, Educational Management, Valuation, Investment Banking, Mergers & Acquisitions, M&A experience, Financial Analysis, Finance, Private Equity, Corporate Finance, Mergers, Start-ups, Investments, Due Diligence, Financial Modeling, Strategy, Microsoft Excel, Venture Capital, Entrepreneurship, Alternative Investments, Business Valuation, Corporate Development, Equities, Business Planning, Securities, Excel, Acquisitions, Capital Markets, Private Placements, Hedge Funds, M&A due diligence, Excel modeling

Education
Nova Southeastern University   2013 — 2013
Early Childhood Education and Teaching

University of Florida - Warrington College Of Business   2004 — 2009
BSBA, Finance/Spanish

Steven Dikowitz Steven Dikowitz Greater New York City Area Details
Steven Dikowitz's TradePMR Experience November 2011 - December 2012
Job Freelance Creative
Industry International Trade and Development
Experience
Princeton in Asia  June 2014 - January 2015
SumTotal Systems  March 2014 - June 2014
Bureau of Economic and Business Research  September 2013 - December 2013
El Ministerio de Relaciones Exteriores y Movilidad Humana   June 2013 - August 2013
Gator Student Investment Fund  August 2012 - May 2013
TradePMR   November 2011 - December 2012
University of Florida  June 2011 - August 2011

Skills
Microsoft Office, Public Speaking, Management, Customer Service, Research, Team Leadership, Editing, Project Management, Fundraising, Business Development, Salesforce.com, Photoshop, Financial Services, Marketing, WordPress, Leadership, Community Outreach, Matlab, Complex Analysis, Sales Operations, Office Administration, Technology Integration, Bloomberg Terminal, Training, International Business..., Google Analytics, International...

Education
University of Florida   2009 — 2013
Bachelor of Science (BS), Business Administration in Economics, Senior

University of Florida   2009 — 2013
Minor, Mathematics

University of Florida   2009 — 2013
Minor, International Development and Humanitarian Assistance

Coral Springs High School   2005 — 2009

Jon Heise Jon Heise Gainesville, Florida Details
Jon Heise's TradePMR Experience March 2013 - Present
Job Advisor Services at TradePMR
Industry Financial Services
Experience
TradePMR   March 2013 - Present
TradePMR   September 2010 - August 2013
Provident Realty and Investments. Inc   August 2004 - July 2010
Van Rooy Properties  November 2001 - October 2004
The Collier Companies  July 1999 - November 2001

Skills
Financial Services, Execution of Business..., Workflow Management, Ideas Development, Registered Investment..., Financial Analysis, Finance, Customer Service, Valuation, Financial Reporting, Property Management, Microsoft Suites, Computer Technology, Investments

Education
University of Florida   1994 — 1999
Bachelor of Business Administration and Management (B.B.A.), Minor Economics

Ernesto Herrera Ernesto Herrera Gainesville, Florida Area Details
Ernesto Herrera's TradePMR Experience March 2014 - Present
Job Lead Software Developer at TradePMR
Industry Computer Software
Experience
TradePMR   March 2014 - Present

Skills
SQL Server 2000-2008, C#, NHibernate, ASP.NET AJAX, User Controls, Custom Controls, XSLT, JavaScript, Software Project..., Strategic Planning, Software Engineering, Process Improvement, Mentoring, Coaching, Product Development, XML, HTML, CSS, Prototype, MVC3, ASP.NET, Microsoft SQL Server, ASP.NET MVC, jQuery

Education
University of Florida   1992 — 1994
BS, Computer Engineering

Dani Pascarella Dani Pascarella New York, New York Details
Dani Pascarella's TradePMR Experience April 2009 - April 2010
Job Business Development at Chartbeat / Founder at Invibed
Industry Internet
Experience
Chartbeat  April 2015 - Present
Invibed   April 2015 - Present
J.P. Morgan   May 2012 - April 2015
JPMorgan Chase  July 2010 - June 2012
CNBC  May 2010 - July 2010
UF Entrepreneurship Club   May 2009 - May 2010
TradePMR   April 2009 - April 2010
WUFT-TV  October 2009 - December 2009
Info Tech  August 2009 - December 2009
AXA Equitable  August 2008 - December 2008

Skills
PowerPoint, Excel, Word, Series 7, Series 63, Data Analysis, Finance, Microsoft Word, Microsoft Excel, Leadership, Marketing, Business Planning, Market Research, Financial Modeling, Portfolio Management, Asset Management, CRM, Entrepreneurship, Financial Markets, Bloomberg, Financial Analysis, Trading, Mergers & Acquisitions, Investments, Valuation, Financial Services, Corporate Finance, Photography, Equities, Venture Capital, Securities, Investment Banking, Capital Markets, Fixed Income, Derivatives, Alternative Investments, Economics, Options, Private Equity, Risk Management, Strategic Financial...

Education
Columbia University - Graduate School of Journalism   2013 — 2015
Master of Science (M.S.), Business Journalism

General Assembly   2014 — 2014
Front End Web Development

UF Hough Graduate School of Business   2009 — 2010
Master of Arts, International Business

University of Florida - Warrington College of Business Administration   2005 — 2009
Bachelor of Arts, Business Administration, Spanish Language

Josh Tompkins Josh Tompkins Gainesville, Florida Area Details
Josh Tompkins's TradePMR Experience April 2014 - Present
Job Director of Development at TradePMR
Industry Financial Services
Experience
TradePMR   April 2014 - Present
TradePMR   April 2012 - April 2014
TradePMR   April 2008 - April 2012
SumTotal Systems  2006 - April 2008
MindSolve Technologies  2005 - 2006
Blade Agency   2001 - 2005

Skills
C#, JavaScript, SQL, HTML5, CSS, Web Development, Web Design, Git, TFS, LINQ, HTML 5, WPF, .NET, Microsoft SQL Server, Agile Methodologies, Ruby, XML, ASP.NET, MVC, Web Services, User Experience

Education
University of Florida   2000 — 2005
Linguistics

University of Florida   2000 — 2004
Linguistics

Melissa Burat Melissa Burat Gainesville, Florida Details
Melissa Burat's TradePMR Experience July 2014 - Present
Job Cashiering Specialist at TradePMR
Industry Financial Services
Experience
TradePMR   July 2014 - Present
TradePMR   June 2013 - July 2014
e-TechServices   August 2012 - April 2013
Laffineur Law Firm  May 2011 - August 2011
INsite Magazine  August 2009 - December 2009
Zable Fisher Public Relations   May 2009 - August 2009
Counterpoise Magazine   September 2008 - April 2009
South Florida Sun Sentinel  June 2005 - May 2008

Skills
Foreign Languages, Spanish, French, Czech, InDesign, Painting, Creative Writing, News Writing, Marketing, Social Media, Publishing, Cooking, Editing, Microsoft Office, Research, Writing

Education
University of Florida   2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government

Atlantic Community High School   2004 — 2008
International Baccalaureate

Brandon Storch Brandon Storch Gainesville, Florida Area Details
Brandon Storch's TradePMR Experience June 2013 - Present
Job Advisor Services Relationship Manager
Industry Financial Services
Experience
TradePMR   June 2013 - Present
Emeritus  August 2010 - June 2013

Education
University of Florida   2008 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations

Santa Fe Community College
Associate of Science (A.S.), Computer Science

James Alfonso James Alfonso New York, New York Details
James Alfonso's TradePMR Experience April 2011 - April 2012
Job Corporate Banking Analyst at Citi
Industry Banking
Experience
Citi  June 2015 - Present
Citi  July 2013 - June 2015
Citi  June 2012 - August 2012
TradePMR   April 2011 - April 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Bloomberg, Outlook, Social Networking, Customer Service, Fundraising, Finance, Spreadsheets, Oasys, Middle Office, Access, Leadership, Financial Analysis

Education
University of Florida - Warrington College Of Business   2009 — 2013
Bachelor's of Science, Business Administration; Economics

John Carmean John Carmean Gainesville, Florida Area Details
John Carmean's TradePMR Experience October 2008 - January 2009
Job Director of Communications & Creative Services | Marketing Consultant | Designer
Industry Higher Education
Experience
Santa Fe College  April 2015 - Present
Gainesville Health & Fitness  July 2014 - April 2015
Gainesville Health & Fitness  April 2009 - July 2014
Carmean Productions   August 2011 - March 2014
University of Florida  January 2011 - March 2014
Truxillo Firm, PLLC   January 2013 - April 2013
Gold's Gym South Lakeland Lakeland Health and Fitness Club   February 2013 - February 2013
Presentation Specialties, Inc.   January 2009 - January 2013
Surgical Group of Gainesville   January 2011 - May 2011
TradePMR   October 2008 - January 2009

Skills
Social Media Marketing, Marketing, Marketing Strategy, Social Media, Advertising, Leadership, Public Speaking, Fitness, Salesforce.com, Brand Development, Management, Strategy, Sales, Lead Generation, Personal Training, Writing, Technology, Publishing, Trade Shows, Social Networking, Email Marketing, Entrepreneurship, Public Relations, Marketing Management, Event Management, Program Management, Blogging, Strategic Partnerships, Strategic Planning, Fitness Industry, Event Planning, Press Releases, Facebook, Newsletters, Project Management, Sales Operations, Enterprise Software, Professional Media..., Market Research, Marketing Communications, Online Marketing, Product Development, Strategic Communications, Branding & Identity, Microsoft Office, Adobe Creative Suite, Graphic Design, Creative Direction, Start-ups, Brand Management

Education
Bob Jones University   1985 — 1989
Bachelor's Degree, Cinematography, Creative Writing

R. Scott Victoria R. Scott Victoria Gainesville, Florida Details
R. Scott Victoria's TradePMR Experience August 2013 - Present
Job Director of Trading and Operations at TradePMR
Industry Financial Services
Experience
TradePMR   August 2013 - Present
TradePMR   June 2011 - July 2013
TradePMR   June 2010 - June 2011

Education
University of Florida
Master of Business Administration (MBA)

University of Florida
Bachelor of Business Administration (B.B.A.), Finance, General

Mike Pigan Mike Pigan Gainesville, Florida Details
Mike Pigan's TradePMR Experience January 2013 - June 2013
Job ManagerComplete Nutrition
Industry Health, Wellness and Fitness
Experience
SumTotal Systems  July 2013 - December 2013
TradePMR   January 2013 - June 2013
Publix  August 2008 - August 2009

Skills
Financial Accounting, Finance, Marketing, Management, Economics, Microsoft Excel, Financial Analysis, Leadership, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Customer Service, Public Speaking

Education
University of Florida   2009 — 2013
Finance, General

University of Florida - Warrington College Of Business   2009 — 2013
B.S, Finance

Rachel Bonomo Rachel Bonomo Cincinnati Area Details
Rachel Bonomo's TradePMR Experience August 2008 - May 2010
Job Commercial Portfolio Manager, Capital Markets Group
Industry Financial Services
Experience
Fifth Third Bank  July 2011 - Present
Fifth Third Bank  July 2010 - June 2011
TradePMR   August 2008 - May 2010

Skills
Credit Analysis, Credit, Portfolio Management, Underwriting, Capital Markets, Financial Analysis, Management, Commercial Banking, Commercial Lending, Loans, Banking, Microsoft Excel, Credit Risk, Asset Based Lending, Finance

Education
University of Florida - Warrington College of Business Administration   2006 — 2010

Ian Dawley Ian Dawley New York, New York Details
Ian Dawley's TradePMR Experience May 2009 - May 2011
Job Analyst
Industry Financial Services
Experience
Highbridge Capital Management  April 2014 - Present
Citi  May 2012 - April 2014
Citi  May 2011 - August 2011
TradePMR   May 2009 - May 2011
E.C. Ortiz & Co, CPA   July 2010 - July 2010
Crosstree Capital Partners, Inc.   May 2010 - June 2010

Education
University of Florida   2010 — 2012
Masters, Finance

University of Florida   2008 — 2011
Bachelor, Accounting

Marty Morua Marty Morua Greater New York City Area Details
Marty Morua's TradePMR Experience April 2013 - November 2013
Job Real Estate Broker at Corcoran Group Real Estate
Industry Financial Services
Experience
Corcoran Group Real Estate  July 2015 - Present
Allbackoffice Consulting, LLC  March 2014 - Present
Advisors Ahead  February 2014 - Present
TradePMR   April 2013 - November 2013
MyRIAcoach   July 2007 - January 2013
TDAmeritrade  June 1998 - June 2007
Waterhouse Securities  October 1995 - June 1998
Best Little Real Estate Inc.   September 1991 - October 1995

Skills
Financial Services, Investments, Securities, Portfolio Management, Investment Advisory, Equities, Wealth Management, Finance, Financial Advisory, Fixed Income, FINRA, Asset Management, Relationship Management, Mutual Funds, Custodial Services, Business Development, Financial Planning, RIAs and financial..., Retirement Planning, Investment Strategies, Alternative Investments, Real Estate Transactions, Real Estate, Real Estate License, Real Estate Marketing

Education
New York Institute of Technology-Old Westbury   1987 — 1991
Economics & Intl Banking, International Economics

Sam Julien Sam Julien Portland, Oregon Details
Sam Julien's TradePMR Experience May 2013 - November 2014
Job Web Developer (contractor through IT Motives) at Energy Trust of Oregon
Industry Computer Software
Experience
Energy Trust of Oregon  May 2015 - Present
Genesis Financial Solutions  November 2014 - May 2015
VanderHouwen & Associates  November 2014 - February 2015
TradePMR   May 2013 - November 2014
NYLIFE Securities, LLC  April 2011 - May 2013
New York Life Insurance Company  December 2009 - May 2013
Brashear, Marsh, Kurdziel, and McCarty, P.L.   June 2008 - June 2009
RE/MAX Professionals, Inc.   May 2007 - April 2008

Skills
C#, JavaScript, AngularJS, jQuery, ASP.NET, ASP.NET MVC, SQL, Retirement, Fixed Annuities, Insurance, Life Insurance, Customer Service, Public Speaking, Investments, Term Life Insurance, Disability Insurance, 401k Rollovers, Budgets, Protection..., Social Media, Risk Management, Estate Planning, Key Person Protection, Multi-generational..., Wealth Preservation...

Education
University of Florida   2004 — 2008
BA, Religion

Dennis Suppe Dennis Suppe Seattle, Washington Details
Dennis Suppe's TradePMR Experience December 2007 - May 2014
Job Manager, Clickstream Big Data Amazon is Hiring Software Developers and Managers
Industry Computer Software
Experience
Amazon  June 2014 - Present
TradePMR   December 2007 - May 2014
SumTotal Systems  October 2006 - December 2007
Three Point Technology, LLC   August 2004 - August 2006
LearnIT Corporation   August 1994 - October 2004
Barr Systems  August 1993 - September 1995
Software Artisans, Inc.   January 1989 - September 1993
General Electric  January 1987 - December 1989

Skills
C#, Microsoft SQL Server, ASP.NET, .NET, Agile Methodologies, SQL, Visual Studio, TFS, T-SQL, Financial Services, Mobile Devices, Web Applications, XML, Software Development, Cloud Computing, Architecture, Big Data, Trading Systems, Hadoop, HTML, LINQ, Project Management, XSLT, Map/Reduce, Control System..., Windows, ASP.NET MVC, SharePoint, C++, Software Project..., User Experience, CSS, Architectures, XAML, WPF, MVC, MVVM, Integration, Mobile Computing, Entity Framework, Software Architectural..., User Experience Design, Broker-Dealer Operations, Virtualization, Windows Phone, 3D graphics, Databases, SOA, Web Development, Java

Education
University of Florida   1989 — 1992
Masters, Computer Science

University of Florida   1982 — 1986
BS, Computer and Information Sciences

Coconut creek HS

Coconut creek HS

James Nichols James Nichols Greater Atlanta Area Details
James Nichols's TradePMR Experience August 2008 - August 2009
Job Pricing Strategy & Analytics
Industry Retail
Experience
The Home Depot  September 2014 - Present
EY  November 2012 - September 2014
GE  July 2012 - November 2012
General Electric  July 2010 - July 2012
GE Infrastructure  June 2009 - August 2009
TradePMR   August 2008 - August 2009
Baldwin Connelly Group   May 2007 - August 2007

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Hyperion Enterprise, Forecasting, Accounting, Finance, Microsoft Office, Spanish, Portuguese, Corporate Finance, Microsoft Excel, PowerPoint, US GAAP, Variance Analysis, Cross-functional Team..., Financial Accounting, Leadership, Account Reconciliation, Cash Flow, Financial Statements, General Ledger, Hyperion Planning, Managerial Finance, Management, Financial Forecasting, Risk Management

Education
University of Florida   2006 — 2010
Bachelor, Finance, Spanish

T.J. Brown T.J. Brown Jacksonville, Florida Area Details
T.J. Brown's TradePMR Experience May 2009 - July 2009
Job Business Intelligence Consultant
Industry Information Technology and Services
Experience
Pragmatic Works  November 2011 - Present
Brown and Sexton Law   December 2009 - November 2011
TradePMR   May 2009 - July 2009

Skills
SSIS, SSRS, Business Intelligence, T-SQL, ETL, Microsoft Office, Microsoft Excel, Data Analysis, Visual Studio, Data Warehousing, Dimensional Modeling, Software Development, Microsoft SQL Server, C#, Analysis Services, Training, Data Integration, Reporting & Analysis, Performance Point, Webinars, SQL Server, MIS Reporting, Microsoft Office..., SQL Server Management..., MS Integration Services, SQL, Databases, OLAP, Stored Procedures, Database Design, Data Modeling, SharePoint, Business Analysis, Consulting

Education
University of Florida   2003 — 2008
Decision and Information Science, IT, Operations Management, Business

Nai Saengphaxay Nai Saengphaxay Dallas/Fort Worth Area Details
Nai Saengphaxay's TradePMR Experience August 2010 - December 2011
Job Financial Analyst at Lockheed Martin Corporation
Industry Defense & Space
Experience
Lockheed Martin Corp.  January 2012 - Present
TradePMR   August 2010 - December 2011
Lockheed Martin  May 2010 - August 2011

Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Sales, Strategic Financial..., Social Media, Real Estate, Forecasting, Risk Management, Leadership, Management, Time Management

Education
University of Florida - Warrington College of Business Administration   2007 — 2011
Bachelors, Finance

Ellen Weintraub Ellen Weintraub Gainesville, Florida Details
Ellen Weintraub's TradePMR Experience July 2010 - Present
Job Business Coordinator
Industry Financial Services
Experience
TradePMR   July 2010 - Present

Skills
Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Financial Analysis, Microsoft Word, Outlook, Project Management, Marketing, Sales, Leadership, Marketing Strategy, Accounting, Social Media

Education
University of Maryland College Park   1982 — 1986
Bachelor of Science (BS), Merchandising

State College High School   1979 — 1982

David Willenborg David Willenborg Gainesville, Florida Details
David Willenborg's TradePMR Experience March 2015 - Present
Job Experienced Financial Services Professional
Industry Financial Services
Experience
TradePMR   March 2015 - Present
Farm Bureau Financial Services  February 2014 - September 2014
VALIC  January 2011 - January 2014
Chase Bank  November 2009 - May 2010
Chase Investment Services Corp  August 2008 - November 2009
Morgan Stanley  July 2003 - August 2008
Cardinal Building Materials  March 2002 - July 2003
Cardinal Building Materials  October 1998 - March 2002
Rutledge Youth Foundation   March 1997 - October 1998
Kemmerer Village  September 1996 - March 1997

Skills
Management, Finance, Sales, Portfolio Management, Financial Services, Hold Series 7, Hold Series 66, Retirement, Life Insurance, Securities, Uniform Combined State..., Health Insurance

Education
Quincy University   1991 — 1995
Bachelor of Arts, Psychology

Mara Mulfeld Mara Mulfeld Greater New York City Area Details
Mara Mulfeld's TradePMR Experience August 2009 - May 2011
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  August 2015 - Present
Deutsche Bank  July 2011 - August 2015
TradePMR   August 2009 - May 2011
UBS  June 2010 - August 2010

Education
University of Florida - Warrington College of Business Administration   2007 — 2011
BS

Brajan Kola Brajan Kola Washington D.C. Metro Area Details
Brajan Kola's TradePMR Experience October 2007 - October 2008
Job Associate, Financial Risk Management, Regulatory Risk at KPMG US
Industry Law Practice
Experience
KPMG US  September 2013 - Present
BB&T  October 2011 - February 2012
Hauswiesner King LLP   May 2011 - September 2011
Hawthorne & Nguyen   July 2010 - April 2011
Westbay Mortgage   May 2004 - April 2011
TradePMR   October 2007 - October 2008
Property Group of Central Florida   May 2007 - September 2007

Skills
Courts, Finance, Licensing, Securities, Loans, Mortgage Lending, Research, Portfolio Management, Depositions, Financial Analysis, Strategic Financial..., Interviews, Series 7, Risk Management, Time Management, Civil Litigation, Legal Issues, Estate Planning, Westlaw, Litigation, Real Estate, Legal Research, Legal Writing

Education
George Mason University School of Law   2009 — 2012
Doctor of Law (J.D.), Law - Corporate And Securities Law Concentration

University of Florida   2005 — 2009
B.A., Philosophy

University of Florida - Warrington College Of Business   2005 — 2009
B.S., Finance

Amber Woodson Amber Woodson Greater St. Louis Area Details
Amber Woodson's TradePMR Experience February 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
TradePMR   February 2015 - Present
Stifel Financial Corp.  2010 - 2013

Skills
Financial Analysis, Investments, Finance, Banking, Portfolio Management, Risk Management, Financial Services, Financial Modeling, Financial Planning, Equities

Education
McKendree University   2013 — 2016
Bachelor of Science (BS), Accounting