Tripoint Global Equities, LLC
Industry: Capital market company
DescriptionSubsidiaries: TriPoint Global Equities, LLC, Research Division, TriPoint Global Equities, LLC, Asset Management Arm
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Tripoint Global Equities, LLC Employees
Salesforce Specific Experience June 2011 - Present
Seeking Alpha August 2008 - Present
Miscellaneous Projects May 2008 - Present
ARM Holdings LLC May 2009 - Present
Bio-Tech Medical Software, Inc. May 2014 - June 2014
The Motley Fool August 2011 - June 2014
Tripoint Global Equities, LLC January 2014 - May 2014
Consilio February 2012 - November 2013
First Advantage June 2011 - November 2013
General Electric August 2006 - August 2008
Skills
Common Sense, Risk Tolerance, Finance, Equity Research, Equities, Investment Banking, Private Equity, Valuation, Investments, Asset Managment, Portfolio Management, Financial Modeling, Alternative Investments, Securities, Corporate Finance, Financial Markets, Venture Capital, Hedge Funds, Asset Management, Strategic Planning, Mergers & Acquisitions, Trading, Leadership, Strategic Financial..., Due Diligence, Data Analysis, Investor Relations, Corporate Development, Financial Analysis, Strategy, Emerging Markets, Economics, Financial Planning, Salesforce.com..., Public Speaking, Apex Data Loader, Web Services, Apex Programming, Customer Engagement
Education
Purdue University - Krannert School of Management 2008 — 2010
MBA, Company Valuation, Operations Research
Purdue University 2005 — 2009
Bachelor's Degree, Industrial Engineering, 3.9
Bonwick Capital Partners July 2015 - Present
Destin Auto Inc. January 2010 - Present
Tripoint Global Equities, LLC November 2013 - July 2015
BANQ a division of TriPoint Global Equities September 2013 - July 2015
Phoenix Green Capital Corporation February 2011 - November 2013
Concordia Asset Management September 2006 - December 2009
Warner Telecom January 2008 - January 2009
UBG Corp July 2006 - December 2007
Exair CommunicationsWork December 2003 - June 2006
Andover Brokerage, LLC February 2002 - May 2002
Skills
Venture Capital, Mergers, Investment Banking, Investments, Corporate Finance, Restructuring, Business Planning, Real Estate, Business Strategy, Negotiation, Private Equity, Capital Markets, Strategic Planning, Financial Analysis, Due Diligence, New Business Development, Customer Relations, Financial Modeling, Valuation, Equities, Debt, Asset Management, IPO, Energy, Joint Ventures, Contract Negotiation, Funding, Management Consulting, Risk Management, Project Finance, Trading, Accounting, Hedge Funds, Securities, Analysis, Research, Financial Planning, Public Relations, Investor Relations, Marketing Strategy, International Business, Problem Solving, Private Placements, Fundraising, Entrepreneur, Corporate Governance, Alternative Investments, Capital, Entrepreneurship, Corporate Development
Education
Saint John Fisher College 1992 — 1996
B.S. International Business -Minor in Languages and Economics, International Business with a Minor In Economics and Languages
Leiden University 1993 — 1994
Economics, Dutch Language and Dutch History, International Business
Salzburg University, Salzburg, Austria 1994 — 1995
Business, Finance, EU Policy and German Language, International Business
Richmond College, London, England 1995 — 1996
Economics, Finance and English History, Financial Management Services
Paradigm Equity Strategies January 2000 - Present
Acquire Investments LLC April 2013 - Present
Tripoint Global Equities, LLC May 2013 - Present
Skills
Investments, Strategic Planning, Strategic Financial..., Management, Financial Services, Insurance, Life Insurance, Coaching, Retirement Planning, Wealth Management, Financial Analysis, Mergers & Acquisitions, Asset Management, Business Strategy, Portfolio Management
Education
Indiana University Bloomington 1989 — 1993
BS, Finance and Insurace
The American College 1994 — 1999
ChFC, Financial Services
The American College 2002 — 2004
AEP, Estate Planning
CC Solutions August 2015 - Present
Tripoint Global Equities, LLC May 2015 - August 2015
Carriage Hill, Inc. February 2014 - October 2014
Skills
Investment Banking, Wealth Management, Bloomberg Terminal, Private Equity, Bloomberg, Due Diligence, Venture Capital, Mergers & Acquisitions, Equities, Fixed Income, Financial Statement..., Valuation, Corporate Finance, Financial Modeling, Hedge Funds, Securities, Capital Markets, Options, Derivatives, Financial Markets
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Finance (3.9), Financial Services
Tripoint Global Equities, LLC April 2013 - Present
Tripoint Global Equities, LLC January 2010 - March 2013
TriPoint Capital January 2009 - January 2010
Tripoint Global Equities, LLC November 2008 - December 2009
Family Office January 2008 - November 2008
Haver Analytics January 2008 - February 2008
Skills
Hedge Funds, Equity Research, Equities, Trading, Investments, China sourcing, PIPEs
Education
New York University 2007 — 2008
M.A, Economics
Pittsburg State University 2006 — 2007
Exchange Student, Finance
Sun Yat-Sen University 2000 — 2004
M.E, Telecommunication Engineering
Friedman LLP June 2013 - Present
Talon Air, Inc. July 2012 - December 2012
Sunshine Professional Tax Services March 2012 - June 2012
Atlantic Partners Financial Group January 2012 - February 2012
TriPoint Global Equities, LLC September 2011 - December 2011
XIN DONG SHENG STEEL COMPANY August 2011 - September 2011
China Merchants Bank July 2011 - August 2011
Huaxia Bank, China July 2009 - September 2009
2008 BEIJING OLYMPICS May 2008 - October 2008
Skills
QuickBooks, Tax Preparation, Microsoft Excel, Microsoft Word, PowerPoint, Windows Movie Maker, PPS, Photoshop, Public Speaking, Chinese, Financial Reporting, Accounting, Analysis, Budgets, Finance, Internal Controls, Microsoft Office, Financial Analysis
Education
Hofstra University 2010 — 2012
MBA, ACCOUNTING
Beijing International Studies University 2006 — 2010
Bachelor of Economy, International Business/Trade/Commerce
Boalt Hall, UC Berkeley School of Law February 2015 - Present
New Student Services, UC Berkeley January 2014 - January 2015
Tripoint Global Equities, LLC December 2013 - January 2014
Hunter Taubman Weiss, LLP December 2013 - January 2014
ORIX Corporation June 2013 - July 2013
Deloitte May 2013 - June 2013
Skills
Leadership, Research, Public Speaking, Legal Service, Financial Analysis, Strategic Planning, Competitive Analysis, Market Research, Microsoft Office, Nonprofits, Business Development, Social Media, Management
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (BA), Economics and Legal Studies
Société Générale July 2015 - Present
Tripoint Global Equities, LLC December 2014 - June 2015
SABR Capital Management LLC December 2014 - June 2015
Société Générale June 2014 - December 2014
The Depository Trust & Clearing Corporation June 2013 - August 2013
National Institutes of Health June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, SQL, Customer Service, AutoCAD, Solidworks, Research, VBA, Interest Rate..., Interest Rate Swaps, Financial Analysis
Education
The Cooper Union for the Advancement of Science and Art 2011 — 2015
Bachelor of Engineering (B.E.), Civil Engineering
New York University
Economics/Finance
Jericho High School 2007 — 2011
High School Diploma
Logic International Consulting June 2015 - Present
Tripoint Global Equities, LLC June 2014 - August 2014
Marine Maintenance Business June 2007 - 2014
The Besen Group June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Outlook, Leadership, Social Media, Persuasion, Intercultural...
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), Communication Studies
Roslyn High School
Tripoint Global Equities, LLC October 2015 - Present
Auerbach Grayson October 2014 - June 2015
Northwestern Mutual February 2014 - May 2014
MADRE October 2013 - February 2014
Skills
Accounting, Financial Analysis, Account Reconciliation, QuickBooks, Budgets, Microsoft Excel, Bookkeeping, PowerPoint, Morningstar, Albridge Solutions, Mutual Funds, Research
Education
Pace University - Lubin School of Business 2012 — 2015
Bachelor's Degree, Accounting and Finance
Borough of Manhattan Community College 2011 — 2012
Associate of Arts (AA), Business Administration and Management, General
Greystone & Co. May 2012 - Present
TriPoint Global Equities, LLC March 2009 - May 2012
H.C. Wainwright & Company, Inc May 2004 - February 2009
Spencer Trask Ventures, Inc January 2000 - January 2002
Karr Barth Associates January 1999 - January 2000
Skills
Capital Markets, Capital IQ, Due Diligence, Private Equity, Investments, Portfolio Management, Finance, Equities, Securities, Private Placements, Loans, Banking, Analysis, Business Planning, Valuation
Education
Penn State University 1994 — 1999
Bachelor of Arts (B.A.)
Cherry Hill High School East 1990 — 1994
High School
Tripoint Capital Advisors, LLC PartnerHunter Taubman Weiss LLPApril 2011 - Present
TriPoint Global Equities, LLC 2008 - 2012
Skills
Mergers, Securities Law, Corporate Governance, Corporate Law, Securities, AML, Acquisitions, Corporate Finance, Cross-border..., Due Diligence, IPO, International Law, Joint Ventures, M, Mergers, Private Equity, Private Placements, Restructuring, SEC, SEC filings, Securities Offerings, Securities Regulation, Alternative Dispute..., Alternative Investments, Capital Markets, Corporate Development, Appeals, FINRA, Finance, Legal Advice, Legal Compliance, Legal Research, Public Companies, Reverse Mergers
Education
New York Law School 1990 — 1993
Doctor of Law (J.D.), Law
BANQ September 2013 - Present
Tripoint Global Equities, LLC September 2013 - Present
Boardvote July 2012 - July 2014
Skills
Investor Relations, Equities, Capital Markets, Social Media, Internet, Video Games, Investments, Economics, Analysis, Asset Management, Private Equity, Entrepreneurship, Financial Markets, Financial Modeling, Private Placements, IPO, Valuation, Emerging Markets, Alternative Investments, Corporate Development, Investment Banking
Education
Indiana University Bloomington 2008 — 2010
Pembroke
KGS-Alpha Capital Markets, L.P. May 2015 - Present
Tripoint Global Equities, LLC May 2014 - May 2015
Ameriprise Financial Services, Inc. August 2012 - December 2012
Boston Metal Exchange LLC July 2012 - August 2012
Hayes Group, LLC February 2012 - May 2012
Skills
Finance, Microsoft Office, Leadership, Research, Management, Financial Analysis, Strategy, Investments, Social Media, Market Research, Program Management, Team Management, Data Analysis, Financial Reporting, Corporate Finance, VBA
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Finance
Investment Banking Institute 2013 — 2013
Colby Sawyer College 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Foreign Trade University, Hanoi, Vietnam 2008 — 2009
Finance
Hanoi-Amsterdam High School for the Gifted 2005 — 2008
Tripoint Global Equities, LLC November 2013 - Present
Rodman & Renshaw LLC May 2011 - June 2012
Hudson Securities Inc. January 2009 - May 2011
Westminster Securities Corporation November 2002 - February 2009
Laidlaw Global Securities Inc. December 2000 - November 2002
Coleman and Company Securities April 1997 - December 2000
Donald & Company Securities December 1996 - March 1997
Americorp Securities September 1993 - November 1996
Skills
Sales, International Sales, Institutional Sales, Retail Sales, Rule 144, Trading Systems, Capital Markets, Trading, Equities, FINRA, Hedge Funds, Private Clients, Business Development, Equity Capital Markets, Private Placements, Valuation, IPO, Series 7, Due Diligence
Education
New York University - School of Continuing Education 2001 — 2005
Post Graduate Coursework, Financial Planning
University of Rochester 1989 — 1993
Bachelor of Arts (B.A.), Political Economy & Certificate of International Relations
Fieldston - Ethical Culture Fieldston School - NYC 1981 — 1989
Highschool Diploma
Tripoint Global Equities, LLC 2006 - Present
TriPoint Capital Advisors, LLC 2000 - Present
Education
University of Maryland College Park 1987 — 1991
Mechanical Engineering
The Johns Hopkins University - Carey Business School
Master of Business Administration (MBA)