vFinance Company

Industry: Company

Description

Headquarters: 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

Employee
Years
Job
Industry
Dave Spector Dave Spector New York, New York Details
Dave Spector's vFinance Experience January 1999 - December 2005
Job Partner at Tambourine: marketing, distribution and booking solutions for hotels and tourism
Industry Marketing and Advertising
Experience
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

Patrick Murtagh Patrick Murtagh Marco Island, Florida Details
Patrick Murtagh's vFinance Experience January 2002 - January 2009
Job Marco Island Luxury Property Specialist at Coldwell Banker
Industry Real Estate
Experience
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

Joe Cordero Joe Cordero Staten Island, New York Details
Joe Cordero's vFinance Experience October 2011 - February 2012
Job Experienced Salesperson, Manager, and Financial Representative. Allow me to lend a helping hand.
Industry Banking
Experience
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

Kevin O'Halloran Kevin O'Halloran Orlando, Florida Area Details
Kevin O'Halloran's vFinance Experience September 2010 - Present
Job International Equity Trading at vFinance
Industry Financial Services
Experience
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

Sheena Singh Sheena Singh San Francisco Bay Area Details
Sheena Singh's vFinance Experience October 2003 - January 2004
Job Associate Marketing Manager, Consumer Marketing at LinkedIn
Industry Marketing and Advertising
Experience
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

David Palumbo David Palumbo Fresh Meadows, New York Details
David Palumbo's vFinance Experience May 2009 - September 2009
Job Experienced Technician
Industry Biotechnology
Experience
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

Adam Elkaim Adam Elkaim Scarsdale, New York Details
Adam Elkaim's vFinance Experience June 2015 - Present
Job Undergraduate Student at Brandeis University
Industry Financial Services
Experience
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

Michael Twist Michael Twist Washington D.C. Metro Area Details
Michael Twist's vFinance Experience February 2011 - April 2011
Job Account Manager at Clearpath Solutions Group
Industry Information Technology and Services
Experience
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

Marcus Richtel Marcus Richtel Iselin, New Jersey Details
Marcus Richtel's vFinance Experience June 2010 - August 2010
Job Business Banking Relationship Manager at M&T Bank | mrichtel@mtb.com
Industry Financial Services
Experience
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

shalini Kondapalli shalini Kondapalli Cleveland/Akron, Ohio Area Details
shalini Kondapalli's vFinance Experience August 2009 - January 2010
Job Senior Application Developer at NYCB
Industry Information Technology and Services
Experience
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

Karina Vallejo Karina Vallejo Miami/Fort Lauderdale Area Details
Karina Vallejo's vFinance Experience 2012 - July 2013
Job Client Services
Industry Financial Services
Experience
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

Christopher N. Pruitt Christopher N. Pruitt Greater New York City Area Details
Christopher N. Pruitt's vFinance Experience November 2008 - September 2009
Job Experienced New York Senior Financial Advisor helping clients understand and profit from the U.S. equity markets
Industry Financial Services
Experience
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

Michael D. McAfee Michael D. McAfee Washington D.C. Metro Area Details
Michael D. McAfee's vFinance Experience July 2000 - October 2001
Job Senior Energy Consultant at Better Cost Control
Industry Utilities
Experience
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

Ken McCarthy Ken McCarthy Greater New York City Area Details
Ken McCarthy's vFinance Experience July 2003 - August 2006
Job Senior Managing Director and Regional Research Director New York Tri Sate
Industry Real Estate
Experience
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

Cristina Terrana Cristina Terrana Greater New York City Area Details
Cristina Terrana's vFinance Experience October 2007 - August 2010
Job Executive administrator of transitions National Securities,Dance Instructor/Educator, Travel Specialist,Mother .
Industry Performing Arts
Experience
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

Anthony Inkumsah Anthony Inkumsah Greater New York City Area Details
Anthony Inkumsah's vFinance Experience February 2009 - August 2010
Job Business Analyst
Industry Information Technology and Services
Experience
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

Noah Lipkowitz Noah Lipkowitz United States Details
Noah Lipkowitz's vFinance Experience June 2010 - July 2010
Job JD Candidate
Industry Law Practice
Experience
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

Brian Cooke Brian Cooke New York, New York Details
Brian Cooke's vFinance Experience May 2010 - August 2010
Job Sales Manager The James New York SoHo
Industry Hospitality
Experience
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

William Schwarz, CFA William Schwarz, CFA Miami/Fort Lauderdale Area Details
William Schwarz, CFA's vFinance Experience March 1999 - June 2002
Job Vice President/ Sr. Commercial Credit Officer at Florida Community Bank
Industry Banking
Experience
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

Elsa vFinance Elsa vFinance West Palm Beach, Florida Area Details
Elsa vFinance's vFinance Experience January 1997 - Present
Job Electronic Systems Administrator at vFinance
Industry Financial Services
Experience
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

Mandisa Norward Mandisa Norward Greater New York City Area Details
Mandisa Norward's vFinance Experience January 2006 - July 2007
Job Marketing & OnPremise Assistant
Industry Executive Office
Experience
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

Don Demrow Don Demrow Chicago, Illinois Details
Don Demrow's vFinance Experience August 2005 - August 2006
Job UX Architect at Xerox
Industry Computer Software
Experience
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

Harlan Kappel Harlan Kappel Berwick, Louisiana Details
Harlan Kappel's vFinance Experience 2008 - 2009
Job Owner at East Gate BBQ LLC
Industry Restaurants
Experience
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

Carmelo Troccoli Carmelo Troccoli Greater New York City Area Details
Carmelo Troccoli's vFinance Experience May 2000 - December 2008
Job Director Investment Banking
Industry Financial Services
Experience
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

Anthony J Moringiello Anthony J Moringiello West Palm Beach, Florida Area Details
Anthony J Moringiello's vFinance Experience November 2003 - Present
Job Senior Institutional Sales at vfinance
Industry Financial Services
Experience
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

Lawrence Romeu Lawrence Romeu Greater New York City Area Details
Lawrence Romeu's vFinance Experience January 2010 - August 2014
Job VicePresident TBM at TD
Industry Financial Services
Experience
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

Cory J. Paul Cory J. Paul Greater New York City Area Details
Cory J. Paul's vFinance Experience September 2007 - Present
Job SVP Investment Banking vFinance Investments, Inc
Industry Investment Banking
Experience
vFinance   September 2007 - Present
Bear Stearns  February 2005 - February 2006

Education
State University of New York College at Buffalo   1999 — 2003

Andrea Boccafola Andrea Boccafola Greater New York City Area Details
Andrea Boccafola's vFinance Experience April 2003 - September 2005
Job Vice President
Industry Financial Services
Experience
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

Diane G. John Diane G. John Virgin Islands (U.S.) area Details
Diane G. John's vFinance Experience 2003 - 2004
Job Administrative Officer at The U.S. Virgin Islands Department of Human Services
Industry Financial Services
Experience
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

David Polifroni David Polifroni Greater New York City Area Details
David Polifroni's vFinance Experience April 2008 - Present
Job Vice President Institutional Sales at Executive Capital Group, LLC
Industry Financial Services
Experience
Executive Capital Group, LLC   May 2010 - Present
vFinance   April 2008 - Present

Education
Manhattan College   1990 — 1993
BS, Marketing

THS

Robert Bookbinder Robert Bookbinder Greater New York City Area Details
Robert Bookbinder's vFinance Experience November 2005 - December 2012
Job Sr. Vice President/Investments at National Securities
Industry Banking
Experience
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

Alexia Bartlett Alexia Bartlett Greater Atlanta Area Details
Alexia Bartlett's vFinance Experience August 2008 - December 2010
Job Accounting at Drax Biomass Inc.
Industry Oil & Energy
Experience
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

Bob Agriogianis Bob Agriogianis Greater New York City Area Details
Bob Agriogianis's vFinance Experience 2003 - 2006
Job V.P. Business Development at Umbrella Research
Industry Financial Services
Experience
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

Jennifer Cintron Jennifer Cintron Rochester, New York Area Details
Jennifer Cintron's vFinance Experience May 2006 - July 2010
Job Trust Audit, Risk Management & Compliance
Industry Financial Services
Experience
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

Skye Caradonna Skye Caradonna New York, New York Details
Skye Caradonna's vFinance Experience 2006 - 2010
Job Director at Enclave Capital, LLC (FINRA, SIPC)
Industry Investment Banking
Experience
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

Eric Rand Eric Rand West Palm Beach, Florida Area Details
Eric Rand's vFinance Experience December 2000 - November 2006
Job Agency Owner at Brightway Insurance
Industry Insurance
Experience
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

Yhadi Mercado Yhadi Mercado Miami/Fort Lauderdale Area Details
Yhadi Mercado's vFinance Experience 2002 - 2007
Job Sr Registered Client Associate Morgan Stanley
Industry Financial Services
Experience
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

Christopher Fulco Christopher Fulco Greater New York City Area Details
Christopher Fulco's vFinance Experience 2007 - 2010
Job Senior VP Investments at Caldwell International Securities
Industry Financial Services
Experience
Caldwell International Securities Corporation   March 2011 - Present
vFinance   2007 - 2010

Education
City University of New York-Brooklyn College   1996 — 2000
BA, Economics

Charles Gonzalez Charles Gonzalez Greater New York City Area Details
Charles Gonzalez's vFinance Experience 2008 - August 2012
Job Managing Director Private Client Group at Avenir Financial Group
Industry Financial Services
Experience
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

Norah Samuels Norah Samuels West Palm Beach, Florida Area Details
Norah Samuels's vFinance Experience 2003 - 2004
Job Manager, Accounts Payable at SBA Communications
Industry Telecommunications
Experience
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

Benjamin Korsunsky Benjamin Korsunsky New York, New York Details
Benjamin Korsunsky's vFinance Experience December 2005 - July 2008
Job Project Manager & Scrum Master at Bank of America
Industry Capital Markets
Experience
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

Valerie Jefferies Valerie Jefferies New York, New York Details
Valerie Jefferies's vFinance Experience January 2012 - June 2012
Job MBA Candidate at Duke University The Fuqua School of Business
Industry Investment Banking
Experience
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

Eric Pacheco Eric Pacheco New York, New York Details
Eric Pacheco's vFinance Experience May 2012 - December 2012
Job Analyst at American Century Investments
Industry Financial Services
Experience
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

Justin Kerker Justin Kerker New York, New York Details
Justin Kerker's vFinance Experience September 2002 - November 2004
Job Trader at Seminole Capital
Industry Financial Services
Experience
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

Sam Omar Sam Omar United States Details
Sam Omar's vFinance Experience 1998 - 2003
Job Certified Financial Planner at Buckman Advisory Group
Industry Investment Management
Experience
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

Jonathan Mechlowe Jonathan Mechlowe New York, New York Details
Jonathan Mechlowe's vFinance Experience 2004 - 2009
Job Senior Business Consultant at MPG Inc.
Industry Accounting
Experience
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

Jaclyn Jimenez Jaclyn Jimenez Palm Beach Gardens, Florida Details
Jaclyn Jimenez's vFinance Experience June 2006 - September 2006
Job
Industry Hospital & Health Care
Experience
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.)

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