Vertical Capital Markets Group, LLC

Vertical Capital Markets Group, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vertical Capital Markets Group, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Vertical Capital Markets Group, LLC Salaries. You can even request information on how much does Vertical Capital Markets Group, LLC pay if you want to. Learn about salaries, pros and cons of working for Vertical Capital Markets Group, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

19 Vertical Capital Markets Group, LLC employees in database. Find out everything there's to know about Vertical Capital Markets Group, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Vertical Capital Markets Group, LLC Employees

Employee
Years
Job
Industry
Samar Nasiri CFP® Samar Nasiri CFP® Orange County, California Area Details
Samar Nasiri CFP®'s Vertical Capital Markets Group, LLC Experience March 2013 - May 2015
Job Sales Operations Manager at Sierra Investment Management
Industry Financial Services
Experience
Sierra Investment Management, Inc.   September 2015 - Present
Vertical Capital Markets Group, LLC   March 2013 - May 2015
Vertical Capital Markets Group, LLC   April 2013 - September 2014
E*TRADE Financial  January 2011 - October 2012
Fidelity Investments  February 2009 - December 2010
Ameriprise Financial  April 2008 - February 2009

Skills
Series 7, Portfolio Management, Sales, Risk Management, Marketing, Management, Wealth Management, Asset Allocation, High Net Worth..., Investments, Finance, Securities, Mutual Funds, Salesforce.com, CRM, Retirement Planning, Series 63, FINRA, Retirement, Insurance

Education
California State University-Fullerton   2003 — 2008
BA, Business Finance

Gus Altuzarra Gus Altuzarra Santa Monica, California Details
Gus Altuzarra's Vertical Capital Markets Group, LLC Experience May 2011 - October 2011
Job Senior Advisor at Aston Sharp Insurance Services
Industry Insurance
Experience
LTC Consumer   September 2012 - Present
Aston Sharp Insurance Services, Inc.   September 2012 - Present
eDisabilityQuotes   October 2012 - July 2013
Northwestern Mutual  September 2011 - November 2012
Vertical Capital Markets Group, LLC   May 2011 - October 2011

Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Investments, Life Insurance, Insurance, Disability Insurance, IRAs, Employee Benefits, Securities, Retirement, Retirement Planning, Alternative Investments, Financial Advisory, Strategic Financial..., Health Insurance, Small Business, Real Estate, Financial Services, Finance, Long-term Care, Long Term Care Insurance, Estate Planning, Roth IRA

Education
San Diego State University-California State University
Business Administration, Business Management and Entrepreneurship

Dana Hills High School

Beth Storace Beth Storace Rancho Santa Margarita, California Details
Beth Storace's Vertical Capital Markets Group, LLC Experience September 2012 - Present
Job Regional Vice President at Vertical Capital Markets Group, LLC
Industry Financial Services
Experience
Vertical Capital Markets Group, LLC   September 2012 - Present
Lincoln Financial Group  2007 - 2008
ING Nederland  August 1997 - January 2006
Transamerica(The Endeavor Group)   August 1995 - August 1997
The Helin Organization   July 1994 - August 1995

Skills
Series 7, Series 63, Sales, Marketing, Investments, Insurance, Relationship Management, Strategy, New Business Development, Sales Management, Leadership, Sales Presentations, Team Building, Training, Team Leadership, Mutual Funds, Retirement, Retirement Planning

Education
Arizona State University   1989 — 1994
Bachelor of Science (BS), Business

Harline John Harline John Orange County, California Area Details
Harline John's Vertical Capital Markets Group, LLC Experience February 2013 - July 2014
Job Founder, Managing Partner, Elysian Capital Markets Group, LLC
Industry Investment Management
Experience
Elysian Capital Markets Group,LLC   September 2014 - Present
Vertical Capital Markets Group, LLC   February 2013 - July 2014
Transamerica Capital Management  January 2008 - October 2012
Transamerica Capital Management  January 2008 - October 2012
ING Group  May 1997 - December 2007

Skills
Alternative Investments, Asset Allocation, Investments, Management, Retirement, Retirement Planning, Wealth Management, Variable Annuities, Financial Advisory, Mutual Funds, Asset Managment, Portfolio Management, Series 63, Series 7, Securities, Structured Finance, Investment Banking, Options, Asset Management, Hedge Funds, Asset, Fixed Annuities, Financial Services, Series 6, Product Marketing, 401k, Sales Management, Investment Advisory, Contract Negotiation, Product Design

Education
UC Irvine   1997 — 1999
BA Economics, Management

Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Management

Kelly Fox Kelly Fox Greater Denver Area Details
Kelly Fox's Vertical Capital Markets Group, LLC Experience June 2013 - September 2014
Job Partner at Elysian Capital Markets Group, LLC
Industry Financial Services
Experience
Elysian Capital Markets Group, LLC   September 2014 - Present
Vertical Capital Markets Group, LLC   June 2013 - September 2014
Transamerica  December 2010 - June 2013
Transamerica  May 2009 - December 2010
Transamerica  May 2008 - May 2009
Transamerica  March 2006 - May 2008
Pottery Barn Kids  2002 - 2007
Bath & Body Works  1999 - 2002

Skills
Investments, Mutual Funds, Retirement, Insurance, Retirement Planning, Financial Services, Series 6, Life Insurance, Series 63, Relationship Management, Sales Management, Business Development, IRAs, Variable Annuities, New Business Development, Sales, Building Relationships, Marketing, Finance, Asset Allocation, Webinars, Financial Planners, Securities, FINRA, Webinar Development, Long-term Care, Salesforce.com, Business Relationship..., Sales Presentations, Webinar, Webinar Management, Key Account Management, Key Account Development, Series 26, Alternative Investments, Management, Strategic Leadership, Business Planning, Financial Planning

Education
University of Colorado at Denver   1999 — 2005
Bachelor of Science Business Administration (B.B.A.), Marketing

Emily Brennan Emily Brennan Orange County, California Area Details
Emily Brennan's Vertical Capital Markets Group, LLC Experience February 2015 - Present
Job Office Assistant at Vertical Capital Markets Group, LLC
Industry Health, Wellness and Fitness
Experience
Vertical Capital Markets Group, LLC   February 2015 - Present
Camp Shane California   June 2014 - August 2014
Fisherman's Restaurant & Bar   July 2006 - August 2008

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Multi Tasking, Sports Nutrition, Problem Solving, Social Networking, Food Service, Food, Sports, Athletics, Time Management

Education
San Jose State University   2008 — 2014
Bachelor of Science (BS), Nutritional Science: Sports Nutrition

San Clemente High School   2004 — 2008

Scott Talley Scott Talley Greater Philadelphia Area Details
Scott Talley's Vertical Capital Markets Group, LLC Experience May 2013 - August 2014
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors  August 2014 - Present
Vertical Capital Markets Group, LLC   May 2013 - August 2014
Sammons Retirement Solutions  December 2011 - May 2013
Symetra Financial  February 2011 - December 2011
ING Individual Retirement   August 1999 - February 2011
Wilmington Trust Company  August 1997 - August 1999
Delaware Office Equipment   January 1995 - August 1997

Skills
FINRA Series 6, Annuities, Mutual Funds, Series 63, Series 65, Insurance, Fixed Annuities, Licensing, Retirement, Variable Annuities, Series 6, Sales Presentations, Life Insurance, Investments, Series 7, Financial Advisory, 401k, Indexed Annuities, Uniform Combined State...

Education
Salisbury University   1989 — 1994
B.S, Business Administration; Marketing

Paul Coffin, MBA Paul Coffin, MBA Tampa, Florida Details
Paul Coffin, MBA's Vertical Capital Markets Group, LLC Experience May 2013 - Present
Job Regional Vice President at Moody National Companies
Industry Financial Services
Experience
Moody National Companies  July 2015 - Present
Vertical Capital Markets Group, LLC   May 2013 - Present
Invest Financial  May 2011 - May 2013
TPP, Inc.   2009 - June 2011
Prudential Financial  2008 - 2009
Prudential Financial  2007 - 2008
Prudential Financial  2006 - 2007
Sun Life Financial  2005 - 2006

Skills
Investments, Business Development, Strategy, Team Building, Relationship Management, Public Speaking, Negotiation, Leadership, Securities, Training, Marketing, Management, Finance, Series 63, Sales, Retirement Planning, Strategic Planning, Recruiting

Education
University of Florida - Warrington College Of Business   2009 — 2011
MBA

Stetson University   2001 — 2005
Business, Marketing, Spanish

Bishop Verot High School

John Lohbauer John Lohbauer San Francisco Bay Area Details
John Lohbauer's Vertical Capital Markets Group, LLC Experience March 2010 - May 2011
Job Sales and Marketing Professional Open to Opportunities
Industry Financial Services
Experience
Position Based in Western United States   June 2011 - Present
Vertical Capital Markets Group, LLC   March 2010 - May 2011
Industry Consultant  November 2008 - February 2010
Bluerock Real Estate, LLC   November 2007 - October 2008
Triple Net Properties, LLC  February 2005 - August 2007

Skills
Alternative Investments

Education
California State University, Channel Islands   2002 — 2004
BS Computer Science, Database Theory & Design

Santa Barbara City College   1999 — 2001
Associates Degree, Computer Science, Engineering, Business

Glenbard West

Nathan Caschera Nathan Caschera Newport Beach, California Details
Nathan Caschera's Vertical Capital Markets Group, LLC Experience February 2015 - May 2015
Job Upper Midwest (WI, IL, IN) Internal Sales Associate at KBS
Industry Financial Services
Experience
KBS Capital Markets Group  May 2015 - Present
Vertical Capital Markets Group, LLC   February 2015 - May 2015
The Spot2g LLC   September 2011 - February 2015
Kint   September 2009 - September 2013

Skills
Series 7, Sales, Marketing, Advertising, Social Media Marketing, New Business Development, Entrepreneurship, Business Strategy, Marketing Strategy, Account Management, Customer Service, Social Networking, Public Speaking, Leadership

Education
Penn State University   2004 — 2008

Jessica Butler Jessica Butler Los Angeles, California Details
Jessica Butler's Vertical Capital Markets Group, LLC Experience March 2014 - January 2015
Job Assistant Brand Strategist
Industry Marketing and Advertising
Experience
Horizon Media  June 2015 - August 2015
Circle Advertising  September 2013 - May 2015
Vertical Capital Markets Group, LLC   March 2014 - January 2015
Delta Gamma  January 2013 - December 2013

Skills
Social Media Marketing, Highly detail oriented, Highly Ambitious, Leadership, Sales, Highly personable, Organization, Multi Tasking, Task-oriented, Takes Direction Well, Perfectionist, Instagram, Tumblr, Event Planning, Facebook, YouTube, Cision, Social Networking, Pinterest, Microsoft Office, Social Media, Microsoft Excel, Marketing, PowerPoint, Microsoft Word, Public Speaking, Customer Service

Education
Chapman University, The George L. Argyros School of Business and Economics   2011 — 2015
Bachelor of Science (B.S.), Business Marketing and Advertising

Woodinville High School   2008 — 2011

James Penney James Penney Irvine, California Details
James Penney's Vertical Capital Markets Group, LLC Experience August 2013 - October 2014
Job Partner at Elysian Capital Markets Group, LLC
Industry Financial Services
Experience
Elysian Capital Markets Group, LLC   November 2014 - Present
Vertical Capital Markets Group, LLC   August 2013 - October 2014
Global Hunter Securities  2013 - 2013
Hargreaves Lansdown   January 2011 - May 2011

Skills
Microsoft Office, Management, Microsoft Excel, Customer Service, Project Management, Strategic Planning, Leadership, PowerPoint, Microsoft Word, Business Strategy, Investments, Marketing, Equities, Marketing Strategy, Asset Management

Education
Swansea University   2007 — 2010
Bachelor of Science (BSc), Accounting and Finance

Pete Pecci Pete Pecci Fort Lauderdale, Florida Details
Pete Pecci's Vertical Capital Markets Group, LLC Experience January 2015 - May 2015
Job Registered Principal, Personal Financial Advisor at Money Armour, LLC.
Industry Financial Services
Experience
Money Armour, LLC.   May 2015 - Present
Vertical Capital Markets Group, LLC   January 2015 - May 2015
Kovack Securities  October 2010 - November 2014
Investacorp, Inc.   February 2007 - July 2010
SunTrust Investment Services  June 2003 - January 2007
Bank of America  March 2002 - June 2003
Franklin Templeton Investments  March 1993 - February 2002

Skills
Series 6, 7, 24, 63, 65..., Mutual Funds, Investments, Series 7, Alternative Investments, Wealth Management, Series 63, Investment Advisory, Asset Management, Securities, Retirement Planning

Education
University of South Florida   1988 — 1993
Bachelor of Science (B.S.), Finance, General

Peter F. Battaglia Peter F. Battaglia Greater New York City Area Details
Peter F. Battaglia's Vertical Capital Markets Group, LLC Experience March 2009 - October 2011
Job SALES TRADER AT BUCKMAN BUCKMAN AND REID
Industry Financial Services
Experience
Buckman Buckman & Reid  October 2011 - Present
STANY   1995 - 2013
STANY   1995 - 2013
STANY   1995 - 2013
Vertical Capital Markets Group, LLC   March 2009 - October 2011
Sterne Agee  March 2007 - March 2010
NDB  1995 - 2002

Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Excel, Microsoft Word, Blogging, Banking, Capital Markets, Electronic Trading, Business Strategy, Equity Trading, Financial Analysis, Financial Markets, New Business Development, Sales, Social Networking, Securities, Trading

Education
Hunter College   1976 — 1981
Bachelor of Arts (B.A.), Political Economy

Moore Catholic High School

Janet Jen Janet Jen Cerritos, California Details
Janet Jen's Vertical Capital Markets Group, LLC Experience September 2012 - March 2013
Job Investment Company Intern at Vertical Capital Markets Group, LLC
Industry Financial Services
Experience
Market InSite Real Estate Advisors   September 2014 - June 2015
Malcolm Cisneros, A Law Corporation  April 2014 - September 2014
Vertical Recovery Management   July 2013 - January 2014
Vertical Capital Markets Group, LLC   September 2012 - March 2013
State Farm Insurance  February 2012 - June 2012
UCI Department of Psychiatry   November 2011 - February 2012

Skills
Microsoft Office, Eviews, Macroeconomics, Microeconomics, Game Theory, Microsoft Excel, PowerPoint, Financial Accounting, Managerial Accounting, Behavioral Economics, Applied Economics, Microsoft Word, Salesforce.com, Econometrics

Education
University of California, Irvine   2010 — 2013
Bachelor of Business Economics

Michael Menendez Michael Menendez Houston, Texas Area Details
Michael Menendez's Vertical Capital Markets Group, LLC Experience October 2013 - June 2014
Job PrincipalManaging Director at AR2 Capital Partners, LLC
Industry Capital Markets
Experience
AR2 Capital Partners, LLC   March 2015 - Present
Vertical Capital Markets Group, LLC   October 2013 - June 2014
Vertical Capital Markets Group, LLC   November 2008 - October 2013
Hartman Management, L.P.   January 2007 - November 2008

Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Asset Management, Series 63, Financial Advisory, Investment Advisory, Wealth Management, New Business Development, Securities, Asset Allocation, Commercial Real Estate, Asset Managment, Investment Strategies, Financial Planning, Portfolio Management, Due Diligence, Equities, Private Equity, Financial Services, Financial Analysis, Finance

Education
University of St. Thomas   2000 — 2003
Bachelor's degree, International Business, 3.5

University of St. Thomas (TX)   2000 — 2003

Cornell University   2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General

Queen's University   2015 — 2017
Master of Business Administration (MBA)

Mitchell Morrison Mitchell Morrison Orange County, California Area Details
Mitchell Morrison's Vertical Capital Markets Group, LLC Experience October 2008 - September 2010
Job Executive Vice President Payson Petroleum
Industry Financial Services
Experience
Financial Literacy Project   October 2014 - Present
Charitable Alliance Foundation   March 1999 - Present
Financial West Group  April 2013 - April 2015
Vertical Capital Markets Group   April 2012 - March 2013
undisclosed  April 2012 - June 2012
President Paladin Realty Securities   June 2010 - July 2011
Vertical Capital Markets Group, LLC   October 2008 - September 2010
Hartman Management  October 2005 - November 2008
Morgan Stanley Smith Barney  2004 - 2005
Travelers  1996 - 2000

Skills
Registered Fiduciary, Registered Principal, Certified Estate Planner, Securities, Financial Services, Series 7, Series 63, Series 24, Alternative Investments, Investment Advisory, Equities, Mutual Funds, Private Placements, Financial Advisory, Wealth Management, Retirement, Capital Markets, Investments, Investment Banking, Portfolio Management, FINRA, Entrepreneurship, Retirement Planning, Finance, Asset Management, Strategic Financial..., Investment Strategies, IRAs, Asset Allocation, Estate Planning, Fixed Annuities, 401k, Investment Management, Hedge Funds, Bonds, ETFs, Fixed Income, Wealth, Private Equity, Due Diligence, Financial Planning

Education
The George Washington University   1976 — 1978
Master of Science, Forensic Science

University of Southern California   1972 — 1975
B A, Journalism