TradePMR Company
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TradePMR Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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