TS Capital, LLC
Description
Address: 88 Pine St, New York, NY 10005 Phone: (646) 350-2510: : : Hours: Place name: : Website: : Category: : Category: Banking and Finance 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website 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 T S Capital LLC Posting publicly on the Web Write a review Reviews Be the first to review
TS Capital, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TS Capital, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TS Capital, LLC Employees
Employee
Years
Job
Industry
Kyler Franklin Kyler Franklin's TS Capital, LLC Experience June 2013 - August 2013
Job GWM Advisory Intern at Merrill Lynch
Industry Accounting
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
Merrill Lynch (Private Banking & Investment Group) June 2014 - August 2014
TS Capital, LLC June 2013 - August 2013
Fox Filmed Entertainment June 2011 - August 2011
Skills
Dynamic Speaker, Microsoft Office, Financial Modeling, Thought Leadership, Research, Strategic Visionary
Education
Fisk University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Financial Economics
Morgan Stanley Private Wealth Management June 2015 - Present
Merrill Lynch (Private Banking & Investment Group) June 2014 - August 2014
TS Capital, LLC June 2013 - August 2013
Fox Filmed Entertainment June 2011 - August 2011
Skills
Dynamic Speaker, Microsoft Office, Financial Modeling, Thought Leadership, Research, Strategic Visionary
Education
Fisk University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Financial Economics
Neil Sullivan Neil Sullivan's TS Capital, LLC Experience August 2011 - Present
Job Partner/Managing Director at TS Capital, LLC
Industry Financial Services
Experience
TS Capital, LLC August 2011 - Present
Sullivan Consulting January 2011 - December 2011
Eaton Vance October 2007 - August 2009
Eaton Vance Distributors, Inc. January 2000 - October 2007
Eaton Vance Distributors, Inc. January 1996 - October 2007
Eaton Vance Distributors,Inc. 1996 - 2000
Eaton Vance Distributors,Inc. 1993 - 1996
Skills
Mutual Funds, Strategy, Product Management, Asset Management, Strategic Partnerships
Education
College of the Holy Cross 1981 — 1985
BA, Economics
TS Capital, LLC August 2011 - Present
Sullivan Consulting January 2011 - December 2011
Eaton Vance October 2007 - August 2009
Eaton Vance Distributors, Inc. January 2000 - October 2007
Eaton Vance Distributors, Inc. January 1996 - October 2007
Eaton Vance Distributors,Inc. 1996 - 2000
Eaton Vance Distributors,Inc. 1993 - 1996
Skills
Mutual Funds, Strategy, Product Management, Asset Management, Strategic Partnerships
Education
College of the Holy Cross 1981 — 1985
BA, Economics
Ryan Schoeffield Ryan Schoeffield's TS Capital, LLC Experience January 2014 - Present
Job Product Specialist at TS Capital, LLC
Industry Financial Services
Experience
TS Capital, LLC January 2014 - Present
BNY Mellon April 2012 - January 2014
Bank of New York Mellon July 2007 - April 2012
State University of New York at Binghamton August 2005 - May 2007
Mittal Steel May 2006 - August 2006
Merrill Lynch June 2002 - January 2005
Skills
Unit Investment Trusts, Procedure Development, Client Relations Skills, Maintaining Strong..., Operational Streamlining, Charles River IMS, Accounting System, Microsoft Excel, Public Speaking, Employee Training, Technology Integration, Change Management, Series 7
Education
Binghamton University 2003 — 2007
BS, Finance
TS Capital, LLC January 2014 - Present
BNY Mellon April 2012 - January 2014
Bank of New York Mellon July 2007 - April 2012
State University of New York at Binghamton August 2005 - May 2007
Mittal Steel May 2006 - August 2006
Merrill Lynch June 2002 - January 2005
Skills
Unit Investment Trusts, Procedure Development, Client Relations Skills, Maintaining Strong..., Operational Streamlining, Charles River IMS, Accounting System, Microsoft Excel, Public Speaking, Employee Training, Technology Integration, Change Management, Series 7
Education
Binghamton University 2003 — 2007
BS, Finance
Ryan Jenkins Ryan Jenkins's TS Capital, LLC Experience August 2012 - March 2015
Job VP, Director of UIT Product Development
Industry Financial Services
Experience
Eaton Vance March 2015 - Present
TS Capital, LLC August 2012 - March 2015
Matrix Capital Group July 2008 - July 2012
Oppenhimer @ Co. Inc. September 2006 - May 2008
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Microsoft Office, Unit Trusts, Closed-end Funds, Mutual Funds, CD, Bonds, Fixed Income, Portfolio Management, ETFs, Capital Markets, Product Management, Product Development, Trading Systems, FINRA, Hedge Funds, Trading, Alternative Investments, Structured Products, Asset Allocation, Series 24, Equities, Wealth Management, Asset Management, Securities, Investment Management, Financial Advisory, Investments
Education
Stony Brook University
Bachelor of Arts
Landmark Education 2011 — 2012
Sayville High School
Eaton Vance March 2015 - Present
TS Capital, LLC August 2012 - March 2015
Matrix Capital Group July 2008 - July 2012
Oppenhimer @ Co. Inc. September 2006 - May 2008
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Microsoft Office, Unit Trusts, Closed-end Funds, Mutual Funds, CD, Bonds, Fixed Income, Portfolio Management, ETFs, Capital Markets, Product Management, Product Development, Trading Systems, FINRA, Hedge Funds, Trading, Alternative Investments, Structured Products, Asset Allocation, Series 24, Equities, Wealth Management, Asset Management, Securities, Investment Management, Financial Advisory, Investments
Education
Stony Brook University
Bachelor of Arts
Landmark Education 2011 — 2012
Sayville High School
Christopher Bucci Christopher Bucci's TS Capital, LLC Experience December 2011 - April 2014
Job Regional Vice President at Prudential Investments
Industry Financial Services
Experience
Prudential Investments April 2014 - Present
TS Capital, LLC December 2011 - April 2014
John Hancock Annuities June 2011 - November 2011
John Hancock Funds October 2007 - June 2011
Skills
Mutual Funds, ETFs, Investments, Variable Annuities, Retirement Planning, Fixed Annuities, Closed-end Funds, Series 7, Series 63, Financial Analysis, Alternative Investments, Asset Allocation, Separately Managed..., Unit Investment Trusts, Strategic Financial..., Financial Services
Education
Bowdoin College 2002 — 2006
B.A., Economics and Government/Legal Studies
Belmont Hill School 1998 — 2002
Prudential Investments April 2014 - Present
TS Capital, LLC December 2011 - April 2014
John Hancock Annuities June 2011 - November 2011
John Hancock Funds October 2007 - June 2011
Skills
Mutual Funds, ETFs, Investments, Variable Annuities, Retirement Planning, Fixed Annuities, Closed-end Funds, Series 7, Series 63, Financial Analysis, Alternative Investments, Asset Allocation, Separately Managed..., Unit Investment Trusts, Strategic Financial..., Financial Services
Education
Bowdoin College 2002 — 2006
B.A., Economics and Government/Legal Studies
Belmont Hill School 1998 — 2002
John Schmick John Schmick's TS Capital, LLC Experience July 2015 - Present
Job Regional DirectorTS Capital LLC (New York, Boston)
Industry Financial Services
Experience
TS Capital, LLC July 2015 - Present
Strategic Capital Alternatives LLC March 2014 - Present
JP Schmick Company March 2009 - March 2014
Monea Investments, LLC May 2013 - February 2014
Madison Park Capital Partners, LLC July 2012 - April 2013
Loring Ward May 2011 - December 2011
Triad Wealth Stewardship LLC June 2010 - April 2011
Russell Investments October 2001 - December 2008
Russell Investment Group March 2000 - October 2001
Accessor Capital Management February 1998 - December 1998
Skills
Asset Allocation, Customer Relations, Public Speaking, Consultative Selling, Employee Relations, Relationship Management, Management, Sales Presentations, Practice Management, Investments, Wealth Management, Mutual Funds, Series 7, Asset Managment, Alternative Investments, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Equities, Series 63, Financial Advisory, Retirement Planning, Financial Analysis, Securities, Estate Planning, Hedge Funds, Leadership, Asset Management, Finance, ETFs, Valuation, FINRA, Risk Management, Trading, Financial Planning
Education
Arizona State University 2012 — 2016
Political Economy
Institute of Business and Finance 2010 — 2012
Estate Planning
Cornell University 2009 — 2010
Graduate Certificate, Financial Analysis
Almeda University 1986 — 1997
Bachelors, Business Administration
University of Washington 1983 — 1985
Economics
Highline Community College 1981 — 1982
Associate of Arts and Sciences (A.A.S.), Liberal Studies
TS Capital, LLC July 2015 - Present
Strategic Capital Alternatives LLC March 2014 - Present
JP Schmick Company March 2009 - March 2014
Monea Investments, LLC May 2013 - February 2014
Madison Park Capital Partners, LLC July 2012 - April 2013
Loring Ward May 2011 - December 2011
Triad Wealth Stewardship LLC June 2010 - April 2011
Russell Investments October 2001 - December 2008
Russell Investment Group March 2000 - October 2001
Accessor Capital Management February 1998 - December 1998
Skills
Asset Allocation, Customer Relations, Public Speaking, Consultative Selling, Employee Relations, Relationship Management, Management, Sales Presentations, Practice Management, Investments, Wealth Management, Mutual Funds, Series 7, Asset Managment, Alternative Investments, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Equities, Series 63, Financial Advisory, Retirement Planning, Financial Analysis, Securities, Estate Planning, Hedge Funds, Leadership, Asset Management, Finance, ETFs, Valuation, FINRA, Risk Management, Trading, Financial Planning
Education
Arizona State University 2012 — 2016
Political Economy
Institute of Business and Finance 2010 — 2012
Estate Planning
Cornell University 2009 — 2010
Graduate Certificate, Financial Analysis
Almeda University 1986 — 1997
Bachelors, Business Administration
University of Washington 1983 — 1985
Economics
Highline Community College 1981 — 1982
Associate of Arts and Sciences (A.A.S.), Liberal Studies
Robert Howdy Fort, CFP® ChFC® Robert Howdy Fort, CFP® ChFC®'s TS Capital, LLC Experience August 2014 - Present
Job Regional Director TS Capital, LLC
Industry Financial Services
Experience
TS Capital, LLC August 2014 - Present
Prudential Life Insurance December 2011 - July 2014
LewisFort & Associates January 2010 - December 2011
Morgan Stanley January 1999 - March 2008
KPMG Consulting November 1997 - January 1999
Bear Stearns February 1994 - December 1994
Skills
Estate Planning, Financial Planning, Succession Planning, Retirement, Investments, Wealth, Financial Advisory, Tax, Insurance, Cash Management, Wealth Transfer, Wealth Preservation, Annuities, Retirement Plan..., Client Relationship..., Executive Coaching, Presentation Coaching, Voice Over, Consultative Selling, Strategic Financial..., Retirement Planning, Fixed Annuities, Life Insurance, Asset Management, Financial Services, Employee Benefits, Finance, Wealth Management..., Wealth Management
Education
Tarleton State University 1988 — 1993
4 separate degrees, Finance, Accounting, Marketing and General Business
TS Capital, LLC August 2014 - Present
Prudential Life Insurance December 2011 - July 2014
LewisFort & Associates January 2010 - December 2011
Morgan Stanley January 1999 - March 2008
KPMG Consulting November 1997 - January 1999
Bear Stearns February 1994 - December 1994
Skills
Estate Planning, Financial Planning, Succession Planning, Retirement, Investments, Wealth, Financial Advisory, Tax, Insurance, Cash Management, Wealth Transfer, Wealth Preservation, Annuities, Retirement Plan..., Client Relationship..., Executive Coaching, Presentation Coaching, Voice Over, Consultative Selling, Strategic Financial..., Retirement Planning, Fixed Annuities, Life Insurance, Asset Management, Financial Services, Employee Benefits, Finance, Wealth Management..., Wealth Management
Education
Tarleton State University 1988 — 1993
4 separate degrees, Finance, Accounting, Marketing and General Business
Jim Cronin, CIMA's TS Capital, LLC Experience May 2014 - November 2014
Job Head of USIS Financial Advisors Broker/Dealer at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price November 2014 - Present
TS Capital, LLC May 2014 - November 2014
Sentinel Financial Services Company November 2006 - December 2013
MFS Investment Management 2000 - 2006
AllianceBernstein 1996 - 2000
Invesco US 1994 - 1996
LPL 1990 - 1992
American Finance Group 1985 - 1990
Education
Bentley University
Bachelor of Science (BS), Economics
T. Rowe Price November 2014 - Present
TS Capital, LLC May 2014 - November 2014
Sentinel Financial Services Company November 2006 - December 2013
MFS Investment Management 2000 - 2006
AllianceBernstein 1996 - 2000
Invesco US 1994 - 1996
LPL 1990 - 1992
American Finance Group 1985 - 1990
Education
Bentley University
Bachelor of Science (BS), Economics
Joseph Stewart Joseph Stewart's TS Capital, LLC Experience October 2011 - August 2014
Job Regional Director at TS Capital, LLC
Industry Financial Services
Experience
Specialty Fabricators, LLC 2015 - 2015
Specialty Fabricators, LLC 2015 - 2015
TS Capital, LLC October 2011 - August 2014
Delaware Investments, a member of the Macquarie Group October 2007 - October 2011
Lincoln Financial Distributors - Delaware Investmetns August 2006 - October 2007
Smith Barney Global Private Client Group 2004 - 2006
TD Waterhouse Institutional Services July 2000 - July 2004
Skills
Hedge Funds, Series 7, Mutual Funds, Series 63, Series 66, Closed-end Funds, SMA, ETFs, Investment Strategies, Alternative Investments, Uniform Combined State..., Separately Managed..., Investment Management, Unit Investment Trusts, Asset Management, Financial Services, Executive Management
Education
Kean University 1996 — 2000
Bachelor of Science, International Business Management; Finance/Economics
Specialty Fabricators, LLC 2015 - 2015
Specialty Fabricators, LLC 2015 - 2015
TS Capital, LLC October 2011 - August 2014
Delaware Investments, a member of the Macquarie Group October 2007 - October 2011
Lincoln Financial Distributors - Delaware Investmetns August 2006 - October 2007
Smith Barney Global Private Client Group 2004 - 2006
TD Waterhouse Institutional Services July 2000 - July 2004
Skills
Hedge Funds, Series 7, Mutual Funds, Series 63, Series 66, Closed-end Funds, SMA, ETFs, Investment Strategies, Alternative Investments, Uniform Combined State..., Separately Managed..., Investment Management, Unit Investment Trusts, Asset Management, Financial Services, Executive Management
Education
Kean University 1996 — 2000
Bachelor of Science, International Business Management; Finance/Economics
John Sermania John Sermania's TS Capital, LLC Experience October 2009 - Present
Job at TS Capital, LLC
Industry Financial Services
Experience
TS Capital, LLC October 2009 - Present
Sovereign Bank January 2009 - November 2009
Lincoln Financial Distributors December 2007 - September 2008
AIG SunAmerica October 2006 - December 2007
AIG SunAmerica December 2000 - October 2006
First Union Brokerage Services October 1998 - December 2000
Morgan Stanley June 1996 - October 1998
Skills
Series 7, Investments, Series 63, Retirement, Financial Advisory, Sales&Marketing, Unit Investment Trusts, Financial Services, Relationship..., Business Development, Separately Managed..., Relationship Management, Variable Annuities, Fixed Annuities, Mutual Funds, 401k
Education
Thomas Edison State College 1993 — 1996
B.S. B.A., Business
Villanova University
TS Capital, LLC October 2009 - Present
Sovereign Bank January 2009 - November 2009
Lincoln Financial Distributors December 2007 - September 2008
AIG SunAmerica October 2006 - December 2007
AIG SunAmerica December 2000 - October 2006
First Union Brokerage Services October 1998 - December 2000
Morgan Stanley June 1996 - October 1998
Skills
Series 7, Investments, Series 63, Retirement, Financial Advisory, Sales&Marketing, Unit Investment Trusts, Financial Services, Relationship..., Business Development, Separately Managed..., Relationship Management, Variable Annuities, Fixed Annuities, Mutual Funds, 401k
Education
Thomas Edison State College 1993 — 1996
B.S. B.A., Business
Villanova University
John Amabile's TS Capital, LLC Experience December 2010 - May 2014
Job Senior Regional Vice President, NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
NorthStar Securities, LLC June 2014 - Present
Life Guard Ecumenical Foundation April 2009 - Present
TS Capital, LLC December 2010 - May 2014
The Phoenix Companies October 2006 - September 2009
Amabile Capital Management, Amabile Realty Corporation, Princeton Abstract and Search February 2002 - October 2006
Northern Trust May 2000 - February 2002
Schroders June 1998 - May 2000
AXA Financial October 1997 - June 1998
Merrill Lynch January 1997 - September 1997
Skills
Equities, Asset Managment, Mutual Funds, Investment Management, Series 7, Strategic Financial..., ETFs, Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Asset Management, Financial Services, Unit Investment Trusts, Series 63, Alternative Investments, Investment Advisory, Asset Allocation
Education
Gordon College 1990 — 1995
Bachelor of Arts, Philosophy
Nev Fazlioski's TS Capital, LLC Experience January 2014 - April 2015
Job Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group May 2015 - Present
TS Capital, LLC January 2014 - April 2015
Deutsche Bank February 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Merrill Lynch August 2010 - February 2011
Skills
Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, ETFs, Alternative Investments, Private Equity, Asset Management, Wealth Management, Finance, Financial Analysis, Financial Services, Retirement Planning, Retirement
Education
DePaul University 2006 — 2011
Finance, Buisness
Janus Capital Group May 2015 - Present
TS Capital, LLC January 2014 - April 2015
Deutsche Bank February 2012 - January 2014
John Hancock Life Insurance Company (U.S.A.) September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Merrill Lynch August 2010 - February 2011
Skills
Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, ETFs, Alternative Investments, Private Equity, Asset Management, Wealth Management, Finance, Financial Analysis, Financial Services, Retirement Planning, Retirement
Education
DePaul University 2006 — 2011
Finance, Buisness
Jack Lamoreaux's TS Capital, LLC Experience January 2013 - July 2015
Job Investments
Industry Investment Management
Experience
TS Capital, LLC January 2013 - July 2015
Oppenheimer & Co. February 2011 - January 2013
Webster Bank April 2010 - February 2011
Liberty Federal Savings Bank April 2008 - December 2009
Yukon National Bank May 2009 - August 2009
Skills
Series 7, Series 66, Bloomberg Terminal, Morningstar, Microsoft Office, Banking, Asset Management, Uniform Combined State..., Fixed Income, Investments, Sales, Portfolio Management, Management, Finance, Customer Service, Financial Analysis, Marketing, Equities, Series 63
Education
Oklahoma State University 2006 — 2009
Bachelors, Finance
TS Capital, LLC January 2013 - July 2015
Oppenheimer & Co. February 2011 - January 2013
Webster Bank April 2010 - February 2011
Liberty Federal Savings Bank April 2008 - December 2009
Yukon National Bank May 2009 - August 2009
Skills
Series 7, Series 66, Bloomberg Terminal, Morningstar, Microsoft Office, Banking, Asset Management, Uniform Combined State..., Fixed Income, Investments, Sales, Portfolio Management, Management, Finance, Customer Service, Financial Analysis, Marketing, Equities, Series 63
Education
Oklahoma State University 2006 — 2009
Bachelors, Finance
Simon Jenkinson Simon Jenkinson's TS Capital, LLC Experience July 2014 - Present
Job Accounting/Bookkeeping Intern at TS Capital, LLC
Industry Financial Services
Experience
TS Capital, LLC July 2014 - Present
UBS April 2014 - July 2014
Northern Ireland Association for Mental Health September 2013 - February 2014
Skills
Accounting, Management Accounting, Financial Accounting, Long Distance Running, Soccer, Boy Scouts, Administration, Sage 50, Microsoft Office, Account Reconciliation, Financial Reporting
Education
Richard Clarke Academy, Belfast 2013 — 2013
Chartered Institute of Management Accountants, F2 - Financial Management, 50% pass
Richard Clarke Academy, Belfast 2012 — 2012
Chartered Institiute of Management Accounts, E1- Enterprise Operations, 56% pass
Queen's University Belfast 2007 — 2011
Bachelor of Science (BSc), Accounting
Royal School Dungannon 1999 — 2006
TS Capital, LLC July 2014 - Present
UBS April 2014 - July 2014
Northern Ireland Association for Mental Health September 2013 - February 2014
Skills
Accounting, Management Accounting, Financial Accounting, Long Distance Running, Soccer, Boy Scouts, Administration, Sage 50, Microsoft Office, Account Reconciliation, Financial Reporting
Education
Richard Clarke Academy, Belfast 2013 — 2013
Chartered Institute of Management Accountants, F2 - Financial Management, 50% pass
Richard Clarke Academy, Belfast 2012 — 2012
Chartered Institiute of Management Accounts, E1- Enterprise Operations, 56% pass
Queen's University Belfast 2007 — 2011
Bachelor of Science (BSc), Accounting
Royal School Dungannon 1999 — 2006
Forrest Mas Forrest Mas's TS Capital, LLC Experience October 2011 - Present
Job Vice President
Industry Financial Services
Experience
TS Capital, LLC October 2011 - Present
UBS Private Wealth Management June 2010 - August 2010
Merchant Equity Group June 2009 - August 2009
Skills
Series 7, Series 63, Morningstar Direct, Hedge Funds, Unit Investment Trusts, Mutual Funds, Asset Allocation, Asset Management, Financial Analysis, Alternative Investments, Investment Strategies, Capital Markets, Financial Modeling, Fixed Income, ETFs, Microsoft Excel, PowerPoint, Portfolio Management, Equities, Investments, Finance, Microsoft Office
Education
St. Lawrence University 2007 — 2011
Economics, Mathematics
East China Normal University 2009 — 2009
Business, Chinese
Millbrook School 2004 — 2007
Rippowam Cisqua School
TS Capital, LLC October 2011 - Present
UBS Private Wealth Management June 2010 - August 2010
Merchant Equity Group June 2009 - August 2009
Skills
Series 7, Series 63, Morningstar Direct, Hedge Funds, Unit Investment Trusts, Mutual Funds, Asset Allocation, Asset Management, Financial Analysis, Alternative Investments, Investment Strategies, Capital Markets, Financial Modeling, Fixed Income, ETFs, Microsoft Excel, PowerPoint, Portfolio Management, Equities, Investments, Finance, Microsoft Office
Education
St. Lawrence University 2007 — 2011
Economics, Mathematics
East China Normal University 2009 — 2009
Business, Chinese
Millbrook School 2004 — 2007
Rippowam Cisqua School
Tina Singh's TS Capital, LLC Experience June 2009 - Present
Job CEO at TSC
Industry Financial Services
Experience
TS Capital, LLC June 2009 - Present
Merrill Lynch April 2004 - June 2009
Bank of America Merrill Lynch 2008 - 2009
Investor Network 2000 - 2004
PaineWebber February 1988 - September 1999
PaineWebber (now UBS) 1988 - 1999
Education
New York University
TS Capital, LLC June 2009 - Present
Merrill Lynch April 2004 - June 2009
Bank of America Merrill Lynch 2008 - 2009
Investor Network 2000 - 2004
PaineWebber February 1988 - September 1999
PaineWebber (now UBS) 1988 - 1999
Education
New York University
Samuel Braun's TS Capital, LLC Experience May 2015 - Present
Job Regional Director
Industry Financial Services
Experience
TS Capital, LLC May 2015 - Present
Salient Partners January 2014 - April 2015
Eagle Asset Management June 2010 - December 2013
Financial Strategy Network, LLC. January 1998 - May 2010
Skills
Series 7, Series 65, Series 24, Series 63, Certified Investment..., Certified Financial..., CLU, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Financial Advisory, Wealth Management, Asset Management, Alternative Investments, Financial Planning, Securities, Finance, Investment Advisory, Investment Strategies, Equities, Investment Management, Fixed Income, Retirement Planning
Education
The Ohio State University
BS
TS Capital, LLC May 2015 - Present
Salient Partners January 2014 - April 2015
Eagle Asset Management June 2010 - December 2013
Financial Strategy Network, LLC. January 1998 - May 2010
Skills
Series 7, Series 65, Series 24, Series 63, Certified Investment..., Certified Financial..., CLU, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Financial Advisory, Wealth Management, Asset Management, Alternative Investments, Financial Planning, Securities, Finance, Investment Advisory, Investment Strategies, Equities, Investment Management, Fixed Income, Retirement Planning
Education
The Ohio State University
BS
Steven Mazzuchelli's TS Capital, LLC Experience April 2009 - Present
Job Regional DirectorTS Capital LLC
Industry Financial Services
Experience
TS Capital, LLC April 2009 - Present
Eaton Vance 2007 - 2009
United States Marine Corps March 1999 - June 2003
Skills
Mutual Funds, Series 63, Series 7, Unit Investment Trusts, Alternative Investments, Asset Allocation, Asset Management, ETFs, Leadership, Retirement Planning, Wealth Management, Investments, Finance, Portfolio Management, Equities
Education
University of Massachusetts Boston 2005 — 2007
Bachelor of Science, Finance
TS Capital, LLC April 2009 - Present
Eaton Vance 2007 - 2009
United States Marine Corps March 1999 - June 2003
Skills
Mutual Funds, Series 63, Series 7, Unit Investment Trusts, Alternative Investments, Asset Allocation, Asset Management, ETFs, Leadership, Retirement Planning, Wealth Management, Investments, Finance, Portfolio Management, Equities
Education
University of Massachusetts Boston 2005 — 2007
Bachelor of Science, Finance
Henry Johnson's TS Capital, LLC Experience August 2012 - Present
Job Vice President at TS Capital, LLC
Industry Investment Management
Experience
TS Capital, LLC August 2012 - Present
TS Capital, LLC August 2010 - August 2012
Merrill Lynch Global Wealth Management June 2008 - July 2008
Skills
Mutual Funds, Financial Modeling, Series 7, Microsoft Excel, Finance, Private Equity, Series 63, Asset Allocation, Capital Markets, Closed-end Funds, Unit Investment Trusts, Marketing, Investment Management, Investment Strategies, Distribution Strategies, Financial Analysis, Financial Accounting
Education
Hamilton College 2006 — 2010
BA, World Politics, Economics
University of Cape Town 2009 — 2009
Government, Education
TS Capital, LLC August 2012 - Present
TS Capital, LLC August 2010 - August 2012
Merrill Lynch Global Wealth Management June 2008 - July 2008
Skills
Mutual Funds, Financial Modeling, Series 7, Microsoft Excel, Finance, Private Equity, Series 63, Asset Allocation, Capital Markets, Closed-end Funds, Unit Investment Trusts, Marketing, Investment Management, Investment Strategies, Distribution Strategies, Financial Analysis, Financial Accounting
Education
Hamilton College 2006 — 2010
BA, World Politics, Economics
University of Cape Town 2009 — 2009
Government, Education
Shayyiq Sadique's TS Capital, LLC Experience June 2011 - August 2011
Job Associate Regional Associate at Lord, Abbett & Co. LLC
Industry Investment Banking
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Societe Generale January 2013 - March 2013
TS Capital, LLC June 2011 - August 2011
Investors Capital October 2010 - February 2011
Skills
Securities
Education
Rutgers University 2007 — 2012
Bachelors, Finance
Lord, Abbett & Co. LLC July 2013 - Present
Societe Generale January 2013 - March 2013
TS Capital, LLC June 2011 - August 2011
Investors Capital October 2010 - February 2011
Skills
Securities
Education
Rutgers University 2007 — 2012
Bachelors, Finance
Shannon Harrington's TS Capital, LLC Experience October 2011 - July 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
Joshua M. Guttau's TS Capital, LLC Experience 2014 - Present
Job CEO, CFO & Owner, TS Banking Group, TS Bank, Treynor State Bank
Industry Financial Services
Experience
TS Bank, Treynor State Bank 2003 - Present
TS Bank, Treynor State Bank 2003 - Present
TS Capital, LLC 2014 - Present
TS REIS, Inc. 2009 - Present
Olsson Associates 2013 - Present
Iowa Banker's Benefit Plan 2013 - Present
Iowa Bankers Mortgage Corporation (IBMC) 2014 - Present
SHAZAM Network - ITS, Inc. 2012 - 2013
Iowa Bankers Insurance Services 2008 - 2013
Treynor Consolidated School District 2001 - 2009
Skills
Banking, Investments, Financial Analysis, Risk Management, Strategic Financial..., Strategic Planning, Forecasting, Loans
Education
Iowa State University 1999 — 2001
MBA, Business
Louisiana State University 2006 — 2007
Professional Masters of Banking, Banking
Iowa State University 1995 — 1999
Bachelor, Animal Science
Wealth Intelligence Academy 2008 — 2009
Master Real Estate Investing, Real Estate
TS Bank, Treynor State Bank 2003 - Present
TS Bank, Treynor State Bank 2003 - Present
TS Capital, LLC 2014 - Present
TS REIS, Inc. 2009 - Present
Olsson Associates 2013 - Present
Iowa Banker's Benefit Plan 2013 - Present
Iowa Bankers Mortgage Corporation (IBMC) 2014 - Present
SHAZAM Network - ITS, Inc. 2012 - 2013
Iowa Bankers Insurance Services 2008 - 2013
Treynor Consolidated School District 2001 - 2009
Skills
Banking, Investments, Financial Analysis, Risk Management, Strategic Financial..., Strategic Planning, Forecasting, Loans
Education
Iowa State University 1999 — 2001
MBA, Business
Louisiana State University 2006 — 2007
Professional Masters of Banking, Banking
Iowa State University 1995 — 1999
Bachelor, Animal Science
Wealth Intelligence Academy 2008 — 2009
Master Real Estate Investing, Real Estate
Michael Tordone's TS Capital, LLC Experience July 2014 - Present
Job Regional Director at TS Capital LLC.
Industry Investment Management
Experience
TS Capital, LLC July 2014 - Present
Lazard Asset Management October 2011 - Present
Education
Drexel University
TS Capital, LLC July 2014 - Present
Lazard Asset Management October 2011 - Present
Education
Drexel University
James Queen's TS Capital, LLC Experience January 2013 - Present
Job at
Industry Financial Services
Experience
National Ski Patrol November 2013 - Present
TS Capital, LLC January 2013 - Present
Skills
Asset Management, Series 7, Series 63, Mutual Funds, Investments, Sales, Marketing, Asset Allocation, Alternative Investments, Finance, Marketing Strategy, Portfolio Management, Strategic Planning, Wealth Management
Education
Boston College 1997 — 1999
Business, Business Administration and Management, General
St. Lawrence University 1990 — 1994
History /economics
Holdernes School 1987 — 1990
National Ski Patrol November 2013 - Present
TS Capital, LLC January 2013 - Present
Skills
Asset Management, Series 7, Series 63, Mutual Funds, Investments, Sales, Marketing, Asset Allocation, Alternative Investments, Finance, Marketing Strategy, Portfolio Management, Strategic Planning, Wealth Management
Education
Boston College 1997 — 1999
Business, Business Administration and Management, General
St. Lawrence University 1990 — 1994
History /economics
Holdernes School 1987 — 1990