vFinance Company
Industry: Company
DescriptionHeadquarters: Boca Raton, FL Founded: 1992 Parent organization: National Holdings Subsidiaries: VFINANCE INVESTMENTS, INC,
vFinance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at vFinance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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vFinance Employees
Tambourine 2011 - Present
Kaseya 2008 - 2011
McGruff SafeGuard 2005 - January 2008
vFinance January 1999 - December 2005
Green Advertising January 1992 - October 1999
Skills
Online Advertising, Social Media, Marketing Strategy, Lead Generation, E-commerce, Strategic Partnerships, Social Media Marketing, New Business Development, Sales, Marketing, Sales Management, Demand Generation, Marketing Communications, SEM, Direct Marketing, Email Marketing, Copywriting, Start-ups, Product Management, CRM, Public Relations, Entrepreneurship, Salesforce.com, Online Marketing, Budgets, Digital Marketing, Team Leadership, Management, Strategy, Advertising, PPC, Integrated Marketing, Market Planning, Mobile Marketing, SEO, Digital Strategy, Brand Development, Marketing Management, Competitive Analysis, B2B Marketing, Multi-channel Marketing, Product Marketing, Web Marketing, Digital Media, Web Analytics
Education
Hampden-Sydney College
BA
Worcester Academy
Coldwell Banker December 2014 - Present
Oneir Realty of Southwest Florida June 2014 - December 2014
5th Avenue real estate December 2011 - June 2014
Newbridge Securities February 2010 - June 2011
vFinance January 2002 - January 2009
Ladenburg Thalmann 1999 - 2001
Dalton Kent 1998 - 1999
Skills
Business Development, Luxury, High Net Worth..., Real Estate, Selling, Investments, Real Estate Financing, Commercial Real Estate, Financial Markets, Brokerage, Mortgage Lending, Finance, Asset Management, Investment Properties, Portfolio Management, Real Estate Economics, Investment Strategies, Valuation, Refinance, Due Diligence, Property, Financial Structuring, Residential Mortgages, Appraisals, Investors, International Real..., Commercial Mortgages, Real Estate Transactions, Rentals, Real Estate License, Disposition, Real Estate Development, Leases, FHA, Land Acquisition, Apartments, Real Property, REO, Buyers, Referrals, Landlords, Tenant, Townhomes, Seniors, Lease Negotiations, Foreclosures, Corporate Real Estate, 1031 Exchanges, Certified Mortgage..., Home Staging
Education
Northeastern University
Finance
Suffern High School
National Life Group December 2013 - Present
Rockwell Securities July 2012 - October 2012
Unity Financial February 2012 - April 2012
vFinance October 2011 - February 2012
John Thomas Financial May 2011 - October 2011
Skills
Investments, Series 63, Finance, Equities, Options, Trading, Securities, Series 7, Venture Capital, Private Equity, Writing, Social Networking, Investment Advisory, Mutual Funds, Alternative Investments, Equity Trading, Investment Strategies, Investment Banking, Languages, Sales Management, Financial Management, Business Networking, Professional Networking, Sales Skills Training, Sales Effectiveness, Wealth Management, Portfolio Management, Fixed Income, Leadership, Financial Markets, Bonds, Due Diligence, Cold Calling, Financial Advisory, Lead Generation, Investment Management, FINRA, Financial Services, Insurance, Wealth Management..., Emerging Markets, ETFs, Retirement, Life & Health Insurance..., Life Insurance, Annuity Sales, Variable Annuities, Accident Insurance, Capital Accumulation, Retirement Planning
Education
Everest College-Phoenix 2009 — 2011
Associate of Arts and Sciences (AAS), Criminal Justice/Police Science
Cuny college of Staten Island 2003 — 2006
Associate of Science (AS), Biochemistry
vFinance September 2010 - Present
StockCross Financial Services April 2008 - June 2010
Jesup & Lamont / Empire Financial November 2005 - March 2008
Sterling Financial Investment Group September 2001 - February 2005
Advantage Trading / Empire Financial September 1999 - August 2001
Skills
Securities, Trading, Series 7, Hedge Funds, Series 63, Equities, Series 24, Proprietary Trading, Portfolio Management, Trading Strategies, Risk Management, Settlement, Foreign Exchange
Education
University of Florida 1991 — 1995
LinkedIn May 2014 - Present
Yahoo! October 2011 - September 2012
Sikh Foundation 2010 - 2011
JM Family Enterprises November 2005 - May 2010
Landis Strategy & Innovation March 2004 - July 2005
vFinance October 2003 - January 2004
Skills
Public Relations, Strategic Planning, Event Planning, Copywriting, Budgets, Vendor Management, Program Management, Messaging, Retail, Marketing Strategy, Market Research, Social Media, Advertising, Social Networking, Marketing, Marketing Communications, Direct Marketing, Online Advertising, Public Speaking, Social Media Marketing, Corporate Communications, Strategic Communications, CRM, Strategic Partnerships
Education
University of Florida - Warrington College of Business Administration 2002 — 2003
Masters, Management
University of Florida 2001 — 2002
Bachelors of Science, Major: Psychobiology Minor: Business Administration
ISS Solutions January 2015 - Present
Modern Medical Systems April 2014 - July 2014
TJX August 2010 - April 2014
vFinance May 2009 - September 2009
Skills
Preventative Maintenance, Circuit Analysis, Matlab, Multi Tasking, Microsoft Office, Dependable Team Player, Biotechnology, Troubleshooting, Customer Service, NI LabVIEW, IV pumps, CodeWarrior, C++, Teamwork, Data Analysis, Time Management, SolidWorks, Medical Devices, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Windows
Education
Covidien or Medtronic 2015 — 2015
Certificate, Electrosurgery
DeVry College of New York 2012 — 2014
Bachelor of Technology, Biomedical Engineering Technology, 3.68
Queensborough Community College 2009 — 2012
Associate of Arts and Sciences (AAS), Engineering
vFinance June 2015 - Present
Global Hunter Securities June 2014 - August 2014
Skills
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, VBA Programming for..., Public Speaking, Data Analysis, Customer Service, Teaching, IT, Teamwork
Education
Brandeis University 2013 — 2017
Bachelor's Degree, Business and Computer Science
Clearpath Solutions Group October 2013 - Present
Sonatype April 2013 - October 2013
Nexsan October 2011 - March 2013
memoryBlue August 2011 - October 2011
A La Provence April 2009 - July 2011
vFinance February 2011 - April 2011
Skills
Financial Modeling, Customer Relations, Sales, Account Management, Customer Satisfaction, Direct Sales, Selling, Salesforce.com, B2B, Solution Selling, Sales Management, Business Development, Lead Generation, New Business Development, SaaS, Software Industry, Cold Calling, Sales Process, Channel Partners, Component Life Cycle..., Partner Management
Education
Florida State University 2008 — 2010
Bachelor's degree, Finance, General
Florida State University - College of Business 2006 — 2010
BS, Finance, Risk Mangament, Insurance
Tallahassee Community College 2005 — 2006
Associates in Science, Business
M&T Bank January 2013 - Present
M&T Bank June 2011 - January 2013
M&T Bank June 2011 - July 2012
vFinance June 2010 - August 2010
First Line Insurance Services June 2008 - August 2008
Aurora Loan Services June 2007 - August 2007
Skills
Credit Analysis, Loans, Credit, Working Capital Lines, Commercial Mortgages, Term Loans, Equipment Financing, LBOs, Small Business Lending, SBA Loans, Finance, Commercial Lending, Investments, Underwriting, Core Banking, Private Banking, Commercial Banking, Portfolio Management
Education
Amherst College 2007 — 2011
Bachelor of Arts, Economics
New York Community Bancorp, Inc. (NYCB) April 2015 - Present
IntelliCorp Records, Inc. April 2013 - March 2015
Dephinitive Systems December 2011 - April 2013
IntelliCorp Records, Inc. March 2010 - December 2011
FM Global February 2010 - March 2010
vFinance August 2009 - January 2010
Northeast Utilities August 2008 - June 2009
The CSC Group April 2007 - June 2008
Jet Support Services Inc. - JSSI October 2006 - January 2007
The Shamrock Companies April 2005 - October 2006
Skills
.NET, ASP.NET MVC, jQuery, WCF Services, LINQ, Entity Framework, SSRS, C#, Web Applications, WCF, ASP.NET, CSS, TFS, VB.NET, T-SQL, WPF, MVC, Visual Studio, Microsoft SQL Server, Web Services
Education
Governors State University
MS Computer Science, .NET Technologies
University College of Engineering - Kakatiya University, India
Bachelors of Science, Computer Science
Trade Station June 2014 - Present
Private December 2013 - May 2014
Pulse Contemporary Art Fair December 2013 - December 2013
First American Capital and Trading Corp. July 2013 - December 2013
vFinance 2012 - July 2013
Boca Raton Museum of Art May 2011 - August 2011
Skills
Microsoft Excel, Event Planning, Photography, Microsoft Word, Outlook, PowerPoint, Office Management, Customer Service, Microsoft Office, Social Media, Social Networking, Research, Public Speaking, QuickBooks, Constant Contact
Education
Florida Atlantic University 2009 — 2014
Bachelors of Arts with a Major of Art History, Art History, coursework in Studio Art, Business, and Anthropology, A
Florida Atlantic University 2009 — 2014
Bachelor's degree of Fine Arts, Art History, Criticism and Conservation, A
E1 Asset Management September 2009 - Present
vFinance November 2008 - September 2009
Perrin, Holden, and Davenport July 2001 - November 2008
Skills
Portfolio Management, Business Strategy, International Relations, Technical Analysis, Asset Allocation, Analytical Skills, Series 63, Political Risk Analysis, Critical Thinking, Statistics, Intercultural..., International Political..., Strategic Management, Equities, Investments, Mutual Funds, Analysis, Strategy
Education
University of Pittsburgh 1997 — 1999
International Affairs(Masters), International Relations and Affairs
Oberlin College 1987 — 1991
B.A. Political Science, Political Science and Economics
Better Cost Control May 2013 - Present
SEP Connect 2012 - May 2013
DMF Energy Group, Inc. December 2008 - January 2011
Maxim Advisory LLC and Maxim Group LLC October 2001 - October 2008
vFinance July 2000 - October 2001
Gruntal & Company, LLC September 1995 - July 2000
Smith Barney, Inc. September 1992 - September 1995
Prundential Securities, Inc. May 1989 - September 1992
Vanguard Brokerage September 1986 - May 1989
The United States Army June 1975 - July 1978
Skills
Communications/Presentat..., New Business Development, Strategic Thinker, Solid Organizational..., Sales promotions/Sales..., Marketing Strategies, Collaborative..., Implementation and..., Motivational Team Leader, Proficient in the Art..., Creative problem Solver, Sales, Marketing Strategy, Strategic Thinking, Campaigns, Creative Solutions, Art, Motivation, Business Development, Start-ups, Business Strategy, Digital Marketing, Investments, Management, Risk Management, Entrepreneurship, Asset Managment, Negotiation, Marketing, Asset Management, Strategy, Web Marketing, Online Advertising, Salesforce.com, PPC, Direct Sales, Business Planning, Leadership, Portfolio Management, CRM, Analysis, Consulting, SEO, Sales Presentations, Management Consulting, Account Management, Small Business, Direct Marketing, Cold Calling, Strategic Planning
Education
George Mason University
Economics
United States Military Academy Prep School, West Point, New York
Cushman & Wakefield August 2006 - Present
vFinance July 2003 - August 2006
vFinance Investments 2003 - 2006
Economic Intelligence Company 1992 - 2002
Skills
Economics, Capital Markets, Financial Modeling, Asset Managment, Portfolio Management, Investments, Due Diligence, Private Equity, Investment Banking, Financial Analysis, Mergers, Equities, Equity Research, Valuation, Market Research, Disposition, Emerging Markets, Corporate Real Estate, Real Estate Economics, Real Estate, Asset Management, Commercial Real Estate, Market Analysis
Education
Fordham University 1975 — 1976
MA, Economics
Saint Anselm College 1971 — 1975
BA, Economics
Xavier High School 1967 — 1971
National Securities Corporation July 2015 - Present
Travel Society September 2013 - Present
Howell dance academy 2012 - Present
Independent Contractor September 2007 - Present
Music theatre and dance September 2008 - June 2011
vFinance October 2007 - August 2010
Skills
Dance, Choreography, Ballet, Musical Theatre, Theatre, Performing Arts, Improvisation, Acting, Costume Design, Jazz, Stage, Singing, Contemporary Dance, Festivals, Arts Administration, Event Management, Event Planning, Dance Education, Social Networking, Social Media, Entertainment, Art, Teaching, Music, Film, Social Media Marketing, Parties, Corporate Events, Customer Service, Stage Management, Public Speaking, Television, Drama, Weddings, Dance Instruction, Commercials, Editing, Voice Over, Music Industry, Live Events, Creative Writing, Photography
Education
Ocean County College 2003 — 2005
Associate's degree, Business, Management, Marketing, and Related Support Services
St.Veronica 1990 — 1998
Jackson memorial high school
Phase One Capital March 2015 - Present
AIG June 2015 - August 2015
Accenture June 2014 - August 2014
Phase One Capital November 2013 - March 2014
BeamaLife Corporation September 2011 - February 2013
vFinance February 2009 - August 2010
EKN Financial Services September 2005 - February 2009
Avalon Partners December 2002 - September 2005
Skills
Investment Banking, Private Equity, Alternative Investments, Public Seminars, Management Consulting, Data Analysis, Java, Microsoft Office, New Business Development, Team Building, Marketing Strategy, Microsoft Excel, Strategy, Strategic Planning, Public Speaking, Event Planning, Social Media, Marketing, Analysis, Leadership
Education
New York University 2013 — 2016
Economics
University of Maryland College Park 1992 — 1997
Economics
Freelance Translation October 2014 - August 2015
Kroll Compliance January 2014 - September 2014
Congressional-Executive Commission on China 2013 - December 2013
Vassar College January 2012 - May 2012
Vassar College October 2008 - May 2012
Emerging Asia Group June 2011 - August 2011
vFinance June 2010 - July 2010
Yunnan Baqian Lawyer Group (云南八谦律师集团) June 2009 - August 2009
Education
New York University School of Law 2015 — 2018
Doctor of Law (JD)
Johns Hopkins University-Nanjing University Center for Chinese and American Studies 2012 — 2013
Graduate Certificate, International Relations and Affairs
Vassar College 2008 — 2012
Bachelor of Arts (BA), Philosophy, Chinese
The Lawrenceville School
Denihan Hospitality Group May 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2014 - May 2015
The Ritz-Carlton Hotel Company L.L.C. February 2014 - June 2014
The Ritz-Carlton Hotel Company LLC December 2012 - June 2014
The Ritz-Carlton Hotel Company LLC June 2012 - December 2012
Northwestern Mutual August 2011 - July 2012
vFinance May 2010 - August 2010
Skills
Management, Sales, Investments, Zephyr, Human Resources, Fundraising, Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Time Management, PowerPoint, Portfolio Management, Leadership, Business Strategy, Hospitality, Marketing, Customer Service, Event Management, Public Relations, Microsoft Office, Social Networking, Event Planning
Education
Florida International University - College of Business Administration 2007 — 2011
Bachelors, International Business
Florida Community Bank January 2015 - Present
Regions Financial Corporation February 2013 - December 2014
Regions Financial Corporation March 2011 - January 2013
PROFESSIONAL BANK® June 2010 - March 2011
Marquis Bank January 2009 - June 2010
Regions Financial Corporation March 2006 - January 2009
Israel Discount Bank of New York July 2005 - March 2006
Commercebank July 2002 - July 2005
vFinance March 1999 - June 2002
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Portfolio Management, Credit, Finance, Credit Analysis, Management, Business Development, Commercial Mortgages, Risk Management, Lines Of Credit, Underwriting, Financial Analysis
Education
University of Idaho
University of Miami
vFinance January 1997 - Present
Skills
Customer Service, Troubleshooting, Account Management, Technical Support
Education
Florida Atlantic University 1997 — 2001
Bachelor of Business Administration (B.B.A.), General Studies
Red Bull September 2012 - Present
AXA Advisors August 2008 - September 2012
New York Jets June 2007 - May 2011
Advantage Consulting Inc September 2007 - May 2008
vFinance January 2006 - July 2007
Skills
PowerPoint, Word, Outlook, Administrative Support, Excel, Special Events, Event Planning, Online Advertising, Social Media, Social Networking, Account Management, Client Services, Scheduling, Office Management, Support Services, Public Speaking, Publicity, Confidentiality, Teamwork, Teaching, Microsoft Word, Administrative..., Microsoft Excel, Event Management, Administrative...
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BFA, Dance
Xerox August 2015 - Present
BestProWeb.com March 2012 - August 2015
Apex Data Solutions October 2014 - May 2015
New York Life Insurance Company May 2013 - October 2014
Citibank October 2012 - May 2013
Viles and Beckman, LLC October 2010 - March 2012
Citigroup April 2008 - October 2010
The Midland Company September 2007 - March 2008
ASG Software Solutions September 2006 - September 2007
vFinance August 2005 - August 2006
Skills
SEO, B2B, B2C, SQL Server, Databases, User Interface Design, Application Development, Web Applications, CSS, HTML, JavaScript, XML, Photoshop, PHP, SQL, Windows, Information Architecture, Web Development, MySQL, AJAX, Strategic Planning, Web Design, Online Marketing, Illustrator, Microsoft Office, Graphic Design, Dreamweaver, Customer Relations, XHTML, Business Analysis, Excel, ASP, Access, E-commerce, Social Media, Visio, Web Analytics, Email Marketing, SEM, Programming, Team Building, DHTML, User Interface, Usability Testing, User Experience, Google Analytics, Microsoft Excel, Microsoft SQL Server, N-tier, Online Advertising
Education
Tampa SEO Academy 2006 — 2006
Certification, Search Engine Optimization (SEO)
Madison Area Technical College 2001 — 2001
Certification, Extensible Markup Language (XML)
University of Maryland, (UMUC) Bad Aibling, Germany (US Military Overseas Campus) 1997 — 2000
Computer Science
East Gate BBQ LLC July 2010 - Present
Kappel Business Partners, LLC January 2009 - July 2010
Wilshire Capital Group, Inc. June 2007 - May 2009
vFinance 2008 - 2009
Barron Moore Holdings Inc September 2006 - May 2007
American Express Financial Advisors March 1997 - February 2006
Kappel Business Partners LLC 2005 - 2006
Skills
Investments, Strategy, Start-ups, Private Equity, Financial Advisory, Business Planning, Finance, Financial Services, Leadership, Management, Strategic Financial..., Portfolio Management, Mergers
Education
University of Louisiana at Lafayette 1990 — 1995
BS Science, Geology, Math, Science
National Securities Corporation January 2009 - Present
vFinance May 2000 - December 2008
Skills
Investment Banking, Private Equity, Investments, Due Diligence, Venture Capital, Equities, Capital Markets, Mergers & Acquisitions, Corporate Finance, Financial Modeling
Education
University of Miami 1995 — 1999
University of Miami - School of Business 1995 — 1999
BBA, Finance
vfinance November 2003 - Present
Wells Fargo Securities February 2000 - September 2002
J.C. Bradford July 1987 - January 1999
Drexel, Burnham, Lambert July 1979 - July 1987
Education
United States Naval Academy 1960 — 1964
BS
TD April 2015 - Present
TD October 2014 - Present
vFinance January 2010 - August 2014
National Securities Corporation 2007 - August 2014
Montauk Financial Group August 1998 - September 2007
Skills
Securities, Series 7, Series 24, Series 63, Investment Advisory, Series 65, Alternative Investments, Capital Markets, Options, Bonds, Broker-Dealer, Finance, Fixed Income, FINRA, Financial Services, Asset Managment, Investments, Due Diligence, Asset Management, Microsoft Office, Equities, Mutual Funds, Wealth Management, Insurance, Trading, AML, Financial Advisory, Financial Markets, Portfolio Management, Uniform Combined State...
Education
University of Pennsylvania - The Wharton School 2008 — 2008
vFinance September 2007 - Present
Bear Stearns February 2005 - February 2006
Education
State University of New York College at Buffalo 1999 — 2003
JP Morgan Chase January 2009 - Present
JPMorgan Chase June 2008 - April 2010
Bear Stearns 2006 - 2008
JSM Capital Holding Corp February 2001 - April 2006
vFinance April 2003 - September 2005
Ehrenkrantz King Nussbaum February 2001 - April 2003
Weatherly Securities January 1997 - November 2000
Americorp Securities August 1992 - October 1996
Skills
Series 7, FINRA, Equities, Series 24, Prime Brokerage, Options, Capital Markets, Financial Services, Bloomberg, Portfolio Management, Risk Management, Series 63, Derivatives, Investments, Banking, Fixed Income, Hedge Funds, Broker-Dealer, Asset Management, Trading, Alternative Investments, Securities, Investment Banking, Mutual Funds
Education
University at Buffalo 1989 — 1992
Bachelor of Science, Business Administration - Finance
Broome Community College 1987 — 1989
Associates, Accounting
The Virgin Islands Department of Human Services October 2011 - Present
The March Group June 2008 - November 2009
Perrin, Holden and Davenport Capital Corp. 2006 - 2007
National Securities Corp. April 2003 - July 2006
vFinance 2003 - 2004
Weatherly Securities Corp 1998 - 2002
Skills
Process Improvement, Financial Analysis, Microsoft Office, Securities, FINRA, Accounting, Microsoft Excel, Training, Negotiation, Mergers, Lead Generation, Business Valuation, Sales, Organizational..., Strategic Planning, Mergers & Acquisitions, Business Planning, Finance, Contract Negotiation, Customer Service, Public Speaking
Education
Kingsborough Community College 2001 — 2003
Liberal Arts
The Manor School 1992 — 1995
Diploma, General
The Good Hope School 1982 — 1992
Executive Capital Group, LLC May 2010 - Present
vFinance April 2008 - Present
Education
Manhattan College 1990 — 1993
BS, Marketing
THS
National Securities December 2012 - Present
vFinance November 2005 - December 2012
Skills
Investments, Equities, Series 7, Asset Management, Securities, Wealth Management, Strategy, Due Diligence, Private Equity, Mergers & Acquisitions, Start-ups, Strategic Financial..., Business Development, Strategic Partnerships, Financial Modeling, Executive Management, Banking, Alternative Investments, Strategic Planning, Asset Allocation, Financial Services, Finance, Venture Capital, Portfolio Management, Financial Planning
Education
University of Rhode Island 1991 — 1996
BS, Business Administration
Drax Biomass Inc. December 2014 - Present
Eastdil Secured/Wells Fargo February 2013 - March 2014
Chemspec-API February 2012 - January 2013
BMW of North America, LLC December 2010 - December 2011
vFinance August 2008 - December 2010
LaSalle Futures Group April 2008 - August 2008
Gates Capital Corporation May 2007 - March 2008
MegaTrends Co. Ltd June 2000 - January 2007
Skills
Mas 90, Concur, SAP, JD Edwards, Bloomberg, Quickbooks, Peachtree, Excel, Spreadsheets, Expense Reports, Expenses, Expense Management, Streetscape, Accounts Payable, Accounts Receivable, Data Analysis, Invoicing, Account Reconciliation, Data Entry, Outlook, Lotus Notes, Office Management, Confidentiality, Calendars, Customer Service, File Management, Administrative..., Database Administration, Office Administration, PowerPoint, Word, Microsoft Office, Access, Administrative Support, Customer Relations, Scheduling, Problem Solving, Coordination, Time Management, Payroll, Benefits Administration, Travel, Contractual Agreements, Travel Arrangements, Expense Budget..., Administration, Microsoft Excel, Microsoft Word, QuickBooks
Education
Seton Hall University 2008 — 2012
BS/MBA, Finance, Finance
Umbrella Research 2012 - Present
Focus Asia Partners January 2006 - Present
vFinance 2003 - 2006
Z/A Associates 1997 - 2003
Ladenburg Thalmann & Co. 1992 - 1997
Skills
Strategic Planning, Equities, Investments, Investment Banking, Business Development, Finance, Corporate Finance, Mergers & Acquisitions, Real Estate
Education
Florida Atlantic University 1985 — 1990
BA, Finance
Canandaigua National Bank & Trust April 2012 - Present
freelance consulting July 2010 - Present
vFinance May 2006 - July 2010
Sterling Financial Investment Group 2003 - 2005
U.S. Securities & Exchange Commission September 2002 - January 2003
Valhalla Partners/GlobalNet Securities May 1998 - June 2000
Skills
Securities, Series 7, Equities, Due Diligence, Investments, Series 24, Securities Regulation, Fixed Income, Capital Markets, Series 63, Investment Banking, Financial Services, Risk Management, Executive Management, Legal Compliance, Investment Advisory, Corporate Governance, Mutual Funds, Hedge Funds, AML, Alternative Investments, Private Equity, Portfolio Management, Wealth Management, Finance, Bloomberg, Bonds, Strategic Financial..., FINRA, Trading, Asset Management, Asset Allocation, Derivatives, Financial Markets, Investor Relations, Investment Management, Options, Banking, Structured Products
Education
Cannon Financial Institute 2013 — 2015
Certified Fiduciary Investment Risk Specialist, Trust Administration, Compliance and Risk Management
Nova Southeastern University—Shepard Broad Law Center 2001 — 2004
JD
City University of New York-Hunter College 1997 — 1999
BA, English
Enclave Capital, LLC (FINRA, SIPC) March 2013 - Present
Corinthian Partners, LLC 2011 - Present
vFinance 2006 - 2010
Westor Capital 2005 - 2006
Thrivent Financial for Lutherans 2004 - 2005
American Medical Response 2000 - 2003
US Navy 1995 - 1999
Skills
Investments, Equity Research, Buy-in, Mergers, Investment Banking, Strategy, Emerging Markets, IPO, Financial Modeling, Financial Analysis, Private Equity, Structured Finance, Asset Managment, Valuation, Management, Due Diligence, Series 7, Finance, Securities, Financial Structuring, Asset Management, Corporate Development, Portfolio Management, Hedge Funds, Corporate Finance, Wealth Management, Equities, Trading, Fixed Income, Financial Advisory, Executive Management, Venture Capital, Capital Markets, Private Placements, Alternative Investments, Bonds, Investor Relations, Financial Markets, Project Finance, Strategic Financial..., Bloomberg, Investment Management, Options, Derivatives, Capital, Investment Advisory, Investment Strategies, Series 63, Mergers & Acquisitions, Funding
Education
Pacific Lutheran University 1999 — 2003
BA, Political Science/Biology
Brightway Insurance November 2009 - Present
Virsona Inc March 2007 - November 2009
Sandgrain Securities November 2006 - December 2008
vFinance December 2000 - November 2006
First Level Capital April 1998 - December 2000
Skills
Sales, Investments, Marketing Strategy, Sales Management, Leadership, Marketing, Strategic Planning, Small Business, Strategic Partnerships, Underwriting
Education
State University of New York at Buffalo 1981 — 1985
BA, Communications
Morgan Stanley January 2015 - Present
RBC Wealth Management June 2013 - January 2015
UBS Financial Services, UBS International January 2012 - June 2013
Wells Fargo Advisors January 2010 - January 2012
Latam Investments, LLC January 2009 - January 2010
Intercam Securities December 2008 - July 2009
Capital Growth Financial Corporation November 2007 - May 2008
vFinance 2002 - 2007
Global Partners August 2001 - November 2002
OMS May 1999 - July 2001
Skills
Asset Management, Account Reconciliation, Accounting, Banking, Customer Service, Emerging Markets, Equities, Financial Analysis, Financial Services, Management, Fixed Income, Sales, Securities, Series 7, Trading, Wealth Management, Back Office, Budgets
Education
Universidad Interamericana de Puerto Rico 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration - Accounting
Universidad de Puerto Rico 1988 — 1991
Associate of Arts (A.A.), Literature and Drama
Colegio Santiago Apostol 1975 — 1988
high school, High School/Secondary Diplomas and Certificates
Caldwell International Securities Corporation March 2011 - Present
vFinance 2007 - 2010
Education
City University of New York-Brooklyn College 1996 — 2000
BA, Economics
Avenir Financial Group October 2012 - Present
vFinance 2008 - August 2012
Great Eastern Group, Inc 2005 - 2006
Skills
Equities, Investments, Wealth Management, Trading, Asset Management, Capital Markets, Hedge Funds, Investment Banking, Fixed Income, Equity Research, Private Equity, Mergers & Acquisitions, Financial Markets, Asset Managment, Venture Capital, Portfolio Management, Corporate Development, Valuation, Alternative Investments, Emerging Markets, Entrepreneurship, Strategy, Securities, Due Diligence, Investment Strategies, Business Strategy
Education
Baruch College, City University of New York (CUNY)
Business Managemnet/ Economics
SBA Communications July 2015 - Present
Consultant December 2014 - July 2015
Global Tower Partners December 2005 - April 2014
vFinance 2003 - 2004
Petroleum Corporation of Jamaica 1999 - 2003
Skills
Financial Reporting, Financial Analysis, Due Diligence, Great Plains Software, Accounting, Variance Analysis, Microsoft Excel, Account Reconciliation, Cash Management, Bank Reconciliation, Internal Controls, Cash Flow, Journal Entries, Real Estate, Accounts Payable, Financial Accounting, Process Improvement, Auditing, Cash Flow Forecasting, Sarbanes-Oxley Act, Budgets, Accounts Receivable, Mergers & Acquisitions, Forecasting, Financial Modeling, Corporate Finance, Payroll, Cellular Communications, 4G, Microsoft Dynamics GP
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA)
University of Technology
Bachelors, Accounting
Bank of America January 2014 - Present
Tradition December 2010 - December 2013
Perella Weinberg Partners May 2010 - July 2010
Citi July 2008 - May 2010
vFinance December 2005 - July 2008
Skills
Private Equity, Hedge Funds, Investran, Equitrak, Backstop, Bloomberg, Technology..., Software Project..., Technology Integration, Capital Markets, Interest Rate Swaps, Swaptions, Interest Rate..., Series 7, series 63, series 4, series 3, CFA, Equities, Options, Futures, Equity Trading, Options Strategies, Options Pricing, Equity Valuation, Database Management, Equity Derivatives, Trading Strategies, Financial Analysis, Financial Planning, Technology Planning, Fund Administration, Financial Markets, Financial Advisory, Strategic Advisory, Managed Futures, Capital Management, Fund Of Funds, Fixed Income Trading, Social Media, Technical Analysis, Financial Modeling, Marketing Strategy, Fixed Income, Bonds, CDS, Strategy, Alternative Investments, Derivatives
Education
Queens College 2000 — 2005
Bachelors of Arts, Economics, 3.52
Goldman Sachs June 2012 - May 2015
vFinance January 2012 - June 2012
Skills
Risk Management, Fixed Income, Strategic Planning, Business Strategy, Valuation, Investment Banking, Capital Markets, Corporate Finance, DCM, Deal Execution, Deal Sourcing, Credit Risk, Securities, Bloomberg Terminal, Portfolio Management
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Miami 2008 — 2011
Bachelor of Business Administration (BBA), Accounting
American Century Investments March 2015 - Present
Bank of America Merrill Lynch January 2014 - July 2014
Morgan Stanley Wealth Management March 2013 - July 2013
vFinance May 2012 - December 2012
Miami Dade Office of the State Attorney June 2011 - August 2011
Family Tire Distributors. May 2009 - August 2010
Skills
Finance, Investments, Financial Analysis, Corporate Finance, Securities, Sales, Capital Markets, Series 7, Microsoft Excel, Financial Accounting, PowerPoint, Wealth Management, Analysis, Microsoft Office, Series 63, Financial Modeling, Social Media, Regression Anlysis, Microsoft Access..., Mergers & Acquisitions, Financial Reporting
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Science (MS), Financial Management
Florida State University - College of Business 2008 — 2012
Bachelors Degree, Finance
Seminole Capital March 2012 - Present
U Capital Group, LP October 2007 - December 2011
U Capital Group, LP February 2009 - November 2011
Constratus March 2005 - August 2007
vFinance September 2002 - November 2004
Education
University of Michigan Business School 1998 — 2002
Bachelor of Business Administration, Accounting and Finance
Buckman Advisory Group 2003 - Present
vFinance 1998 - 2003
Education
Alexandria University
Bachelor's degree, Electrical and Electronics Engineering
Fairleigh Dickinson University
Financial Planning and Services
MPG Inc April 2009 - Present
vFinance 2004 - 2009
Skills
Marketing Strategy, Integrated Marketing, Management Consulting, Strategy, Financial Modeling, Business Strategy, Omniture, Entrepreneurship, Fixed Income, Hedge Funds, Mobile Marketing, SEM, Asset Management, Investments, Start-ups
Education
SUNY Albany 2000 — 2004
Bachelor's degree, Economics/Business
Anthropologie November 2012 - January 2014
Ann Taylor July 2007 - April 2010
The TJX Companies, Inc. October 2009 - December 2009
vFinance June 2006 - September 2006
Education
University of Central Florida 2012 — 2014
Bachelors of Health Science Pre-Clinical, Health Professions and Related Clinical Sciences, Other
Palm Beach State College 2008 — 2011
Associate of Arts (A.A.)