Vision Financial Markets LLC
Address: 120 Long Ridge Road, 3 North, Stamford, CT 06902 Phone: (203) 388-2700Hours: : : Category: : : : Website: Place name: : Website: http://www.vfmarkets.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Vision Financial Markets LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Vision Financial Markets LLC Employees
Seyfarth Shaw LLP July 2014 - Present
Seyfarth Shaw at Work August 2012 - Present
Seyfarth Shaw January 2011 - August 2012
Seyfarth Shaw June 2009 - August 2009
Honorable James Flannery, Circuit Court of Cook County June 2008 - August 2008
Vision Financial Markets LLC 2005 - 2007
Skills
Employment Law, Legal Writing, Legal Compliance, Labor Relations, Employee Relations, Legal Assistance, Courts, Discrimination, Employment Contracts
Education
Boston University School of Law 2007 — 2010
Juris Doctorate
University of Michigan 2001 — 2005
Bachelor of Arts (BA), Communication Studies, English
Vision Financial Markets LLC August 2013 - Present
CFA Institute 2005 - 2013
Managers Investment Group October 2011 - August 2012
Gabelli Funds April 2004 - November 2010
Managers Funds November 2002 - April 2004
PricewaterhouseCoopers November 1998 - September 2002
CT Venture Group 1998 - 1999
Skills
Financial Analysis, Fund Administration, Investor Relations, Bloomberg Terminal, Tax Accounting, Investment Writing, Chartered Financial..., ACATS, Cost Basis
Education
Norwalk Community College 2011 — 2012
n/a, Accounting Software & Fund Accounting
University of Bridgeport 1997 — 2001
B.S., Finance and MIS
Martin Fund Management LLC October 2014 - Present
HonorVerus Research May 2013 - September 2014
JPS Commodities LLC (formerly Copia Trading Co.) May 2010 - September 2014
Vision Financial Markets LLC February 2010 - July 2010
HonorVerus Research LLC. July 2009 - August 2009
Royal Coffee New York May 2009 - June 2009
Capital Market Daily October 2008 - December 2008
Strategies for Wealth June 2007 - July 2007
Skills
Options, Trading, Portfolio Management, Commodities, Hedging, Trading Strategies, Technical Analysis, Derivatives, Financial Markets, Electronic Trading, Commodity Markets, Fundamental Analysis, Financial Analysis, Options Strategies, Valuation, Financial Modeling, Financial Risk, Asset Management, Commodity
Education
Marist College 2006 — 2010
Bachelor of Science, Finance and Business Administration
YK Capital October 2012 - Present
Vision Financial Markets LLC July 2013 - August 2014
Skills
Matlab, Data Analysis, Trading Strategies, FX trading, Commodity, Futures Trading, Equity Trading, Electronic Trading, Equity Research Analysis, Foreign Exchange Risk..., Financial Analysis, Mergers & Acquisitions, VBA, Java, Microsoft Office, LaTeX, Event Planning, Financial Markets, FX Trading
Education
University of Rochester 2007 — 2012
Double Honor BA, Math and Economics
Xinzhong
Credit Suisse May 2014 - Present
Vision Financial Markets LLC January 2009 - February 2014
Altavest Worldwide Trading, Inc. November 2003 - January 2009
Arthur Andersen November 2000 - February 2002
Credit Suisse Hedging-Griffo January 1998 - June 2000
Skills
Options, Trading, Commodities, Derivatives, Asset Management, Investments, Customer Relations, Trading Strategies, Traders, Hedging, Technical Analysis, Financial Markets, Commodity, Hedge Funds, Trading Systems, FX trading, Managed Futures, Alternative Investments, FX, Currency, Financial Analysis, Customer Service, Microsoft Office, Economics, Financial Advisory, Excel, Problem Solving, Research, Options Strategies, Proprietary Trading, FINRA, Series 7, Risk Management, Portfolio Management, Capital Markets, Investment Strategies, Credit Derivatives, Emerging Markets, Investment Banking, Electronic Trading, Microsoft Excel, Equities, Financial Modeling, Bloomberg, Swaps, Equity Trading, Series 63, Asset Allocation, Fixed Income, Market Risk
Education
UCLA 2002 — 2003
Extension Program, Investments and Securities, GPA 3.63
Fundação Getúlio Vargas 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Sikorsky Aircraft August 2015 - Present
GE Capital Real Estate July 2012 - June 2015
PepsiCo October 2011 - June 2012
Vision Financial Markets LLC May 2009 - September 2009
Jewish Community Center May 2008 - March 2009
Stamford Hospital May 2008 - September 2008
Skills
Access, Analysis, Finance, Management, Microsoft Excel, Accounting, Sales, SAP, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Financial Modeling, Outlook, Investments, Customer Service, Leadership, Budgets
Education
The University of Connecticut 2006 — 2011
Bachelor of Science, Business Administration; Finance
RBS Markets and International Banking March 2014 - Present
Private Client Resources, LLC October 2013 - January 2014
Vision Financial Markets LLC August 2012 - July 2013
HSBC Private Bank October 2011 - August 2012
Allianz Global Investors November 2006 - January 2011
Bankers Life and Casualty April 2005 - May 2006
Egidio, Colon, & Brenner Financial Services August 2004 - February 2005
Skills
Asset Managment, Series 7, Investments, Fixed Income, Equities, Series 63, Portfolio Management, Mutual Funds, Investment Banking, Finance, Alternative Investments, Fixed Annuities, Asset Allocation, Banking, Trading, Financial Markets, Investment Strategies, Financial Services, Securities, Financial Advisory, Hedge Funds, Bonds, ETFs, FINRA, Financial Risk, Uniform Combined State..., Due Diligence, Commodity, Series 24, Wealth Management, Options, Retirement, Asset Management
Education
Central Connecticut State University 1998 — 2002
Bachelor's Degree, Finance: Financial Derivatives, Securities Analysis, International Finance, Fundamental Investing
J.P. Morgan January 2015 - Present
Vision Financial Markets LLC November 2012 - January 2015
DC Government June 2009 - September 2010
Lehman Brothers May 2006 - August 2006
Skills
Due Diligence, Strategic Planning, Corporate Finance, Data Analysis, Microsoft Office, Financial Modeling, Project Management, Coordination, Microsoft Word, Securities, Outlook
Education
Howard University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Vision Financial Markets LLC December 2014 - Present
Vision Financial Markets LLC November 2011 - Present
Restaurant Associates/UBS May 2007 - 2011
Berkowitz & Reinken Law Office, Stamford, CT. September 2005 - May 2007
Marriott Hotel, Stamford, CT. May 2005 - May 2007
Skills
Time Management, Management, Customer Service, Process Improvement, PowerPoint, Databases, Windows, Fax, Hospitality, Microsoft Office, Hotels, Microsoft Excel, Food & Beverage, Hospitality Management, Microsoft Word, Event Planning, Hospitality Industry, Event Management, Restaurants, Customer Satisfaction, Financial Services, Due Diligence, Investor Relations, Sales
Education
University of Connecticut 2008 — 2010
Bachelor's, General Studies
Ternopil Academy of National Economy
Ternopil Academy of National Economy
Private Client Resources July 2014 - Present
Vision Financial Markets LLC April 2013 - April 2014
Vision Financial Markets LLC January 2010 - April 2014
Vision Financial Markets LLC November 2006 - May 2013
Geek Squad November 2003 - February 2007
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Windows, Sales, Time Management, Financial Risk, Risk Management, Trading, Options, Securities, Financial Analysis, Access, Equities, Investments, Humor, Friendly Personality, Financial Markets, Endorsements, Modeling, Management, Series 7, Alternative Investments, Finance, FINRA, Hedge Funds, Fixed Income, Derivatives, Trading Systems, Mutual Funds, Electronic Trading, Asset Management, Commodity, Series 24
Education
The University of Connecticut School of Business 2004 — 2008
Business & Technology, Business
Fairfield College Preparatory School 2000 — 2004
Executive Office of the General Convention, of the Episcopal Church April 2014 - Present
Stevens Institute of Technology September 2013 - April 2014
New-York Historical Society June 2013 - August 2013
Brooklyn Historical Society September 2012 - May 2013
Green-Wood Cemetery Archives November 2012 - December 2012
Columbia University CDRS and Barnard College Lehman Library July 2012 - August 2012
HealthRight International March 2010 - April 2012
Vision Financial Markets LLC November 2005 - January 2010
Hugh O'Kane Electric Co., Inc. April 2004 - May 2005
Country-Wide Insurance September 2003 - April 2004
Skills
Digital Preservation, Active Directory, VMware, Research, Metadata, Project Management, technology management, digitization, Drupal, Omeka, photo collections, Archivist's Toolkit, XML, EAD, Dublin Core, MARC21, MODS, HTML, audio/visual collections, Crowdsourcing, Windows, network storage, Microsoft Exchange, Database Administration, network hardware and..., Backup Software, Backup Exec, Teaching, Digitization, Cataloging, Program Management, Disaster Recovery, Library
Education
Pratt Institute 2011 — 2013
MLIS, Information and Library Science, Graduate
University of North Texas 1985 — 1988
MS, Psychology
Oklahoma State University 1980 — 1984
BA, Psychology
Arbor Commercial Mortgage March 2015 - Present
Arbor Commercial Mortgage January 2014 - February 2015
Deloitte December 2012 - December 2013
Vision Financial Markets LLC October 2012 - December 2012
Wake Forest University August 2008 - May 2012
Clear Data Strategies, LLC May 2011 - September 2011
Woods Hole Golf Club June 2005 - August 2010
Ski Haus May 2008 - June 2008
Skills
Crystal Reports, Microsoft Office, Statistical Modeling, Mathematical Modeling, Financial Analysis, Data Analysis, Quantitative
Education
Wake Forest University 2008 — 2012
Bachelor of Science, Mathermatical Business
Universitat Pompeu Fabra 2010 — 2010
Vision Financial Markets LLC July 2012 - Present
Primerica November 2008 - September 2009
Rescue Properties September 2001 - November 2008
Cuna Mutual Group May 1998 - September 2001
Skills
Motivational Speaking, Finance, Small Business, Entrepreneurship, Strategic Planning, Marketing, Coaching, Team Building, Public Speaking, Social Media Marketing, Leadership Development, Leadership
Education
Texas Southern University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Texas Southern University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Vision Financial Markets LLC January 2011 - Present
Vision Financial Markets LLC January 2012 - April 2013
Refco 2001 - 2005
Skills
Technical Analysis, Trading, Economics, Options, Derivatives, FX, Commodities, Commodity, Precious Metals, Alternative Investments, Bonds, Gold, Series 3, Currency, FX Options, Trading Strategies, Investments, Proprietary Trading, Equities, Financial Markets, Electronic Trading
Education
Hofstra University
Vision Financial Markets LLC March 2014 - Present
Vision Financial Markets LLC July 2013 - Present
Sotheby's Institute of Art August 2012 - July 2013
FEV, Inc March 2011 - September 2012
Investment Consulting Group September 2011 - January 2012
Credit Union ONE February 2009 - March 2011
Credit Union ONE March 2008 - February 2009
Toys R' Us November 2006 - March 2008
Skills
Investments, Financial Reporting, Loans, Financial Analysis, Excel, Microsoft Office, Customer Relations, Access, Word, Banking, Analysis, PowerPoint, Problem Solving, Research, Negotiation, Social Media, Customer Service, Outlook, Windows, Economics, Financial Modeling, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (M.B.A.), Finance, 3.8
Oakland University 2008 — 2012
Bachelors of Science degree, Computer Science
CRT Capital Group September 2013 - Present
Vision Financial Markets LLC October 2010 - August 2013
Peoples Bank July 2005 - October 2010
Skills
Series 7, Options, Trading, Investments, Asset Management, Bloomberg, Bonds, Equities, Financial Services, Fixed Income, Mutual Funds, Risk Management, Securities, Trading Systems
Education
The University of Connecticut School of Business 2009 — 2011
Bachelor's degree, Business and Technology
The University of Connecticut School of Business
Bachelor's degree
Vision Financial Markets LLC November 1999 - November 2014
Lind-Waldock & Company August 1998 - November 1999
33 Temporaries September 1995 - July 1998
Carson Pirie Scott November 1996 - May 1998
Education
City Colleges of Chicago-Harold Washington College 1991 — 1994
Business Administration and Management, General
Northwestern Business College 1989 — 1991
Business Administration and Management, General
Misfit Management, LLC April 2012 - Present
Kings County District Attorneys Office 2015 - 2015
Kings County District Attorneys Office 2015 - 2015
Phase One Network, Inc. October 2011 - September 2013
The Entertainment Network, Inc., (Phase One Network, Inc. Subsidiary) August 2011 - September 2013
Central Entertainment Group May 2010 - August 2011
Central Entertainment Group August 2009 - May 2010
Vision Financial Markets LLC May 2007 - August 2009
Skills
Entertainment, Social Media, Social Networking, Marketing, Advertising, Strategy, Public Relations, Sponsorship, Music Industry, Marketing Strategy, Brand Development, Management, Digital Marketing, Public Speaking, Legal Research, Legal Documents, Litigation, Legal Writing, Courts
Education
New York Law School 2012 — 2016
Juris Doctor (J.D.), Intellectual Property; Criminal Justice; Entertainment, Music, and Media; Entrepreneurial Operations
SUNY Albany 2005 — 2009
Bachelor's Degree, Financial Analysis; Business and Managerial Operations; Marketing; International Politics, Magna Cum Laude
Delta Industrial Systems April 2013 - Present
Verify, Inc January 2008 - September 2009
Vision Financial Markets, LLC March 2007 - June 2007
Mortgage Lenders Network March 2006 - December 2006
Servpro Cleaning and Restoration March 2004 - June 2006
Skills
Administrative..., Executive..., Marketing, Sales, System Administration, Project Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Recruiting, Marketing Communications, Human Resources, Vendor Management, Software Documentation, Online Advertising, Social Media Marketing, Integrated Marketing, Media Planning, Market Research, Email Marketing, Marketing Strategy
Education
University of Phoenix 2003 — 2009
Bachelor of Science, Marketing
University of Phoenix
Master of Business Administration, Marketing
University of Phoenix 2003 — 2006
BS, Marketing
Independent Talent Acquisition Consultant June 2009 - Present
Waste Management 2014 - 2015
Fifth Third Bank January 2013 - December 2014
Vision Financial Markets LLC 2011 - 2013
AM Testing 2009 - 2011
Education
Illinois State University
AIG April 2015 - Present
E1 Asset Management April 2013 - April 2015
WTS Proprietary Trading Group November 2012 - March 2013
E1 Asset Management March 2011 - June 2012
Vision Financial Markets LLC December 2009 - November 2010
Skills
Series 7, Trading, Investments, Hedge Funds, Equities, Derivatives, Risk Management, Trading Strategies, Currency, Financial Markets, Options, Securities, Equity Trading, Electronic Trading, Bloomberg, Series 63
Education
University of Connecticut 2005 — 2010
Bachelors, Economics
IBM - Global Business Services - Salesforce.com Practice October 2014 - Present
PwC January 2014 - October 2014
Pearson North America February 2012 - January 2014
CAIS Group March 2011 - February 2012
Silverline September 2010 - March 2011
Marquis Jet Partners, Inc. February 2007 - September 2010
Cablevision May 2006 - February 2007
Vision Financial Markets LLC April 2002 - May 2006
New York Mercantile Exchange May 2001 - April 2002
Skills
Salesforce.com, Cloud Computing, CRM, Integration, Data Migration, Solution Architecture, Software Development, Agile Methodologies, Force.com, Data Integration, SDLC, Enterprise Architecture, Requirements Analysis, Databases, Software Project..., Java, Project Management, Business Process Design, Testing, Business Process..., SaaS, Business Intelligence, Digital Asset Management, Eclipse, Analysis, SOA, Database Administration, Information Management, User Adoption, Software Implementation, Agile Project Management, Cloud Security, IT Security Policies &..., IT Security Operations, ExactTarget, Salesforce Marketing..., DataStage
Education
Columbia University in the City of New York 2009 — 2012
Masters of Science, The Fu Foundation School of Engineering and Applied Sciences, Information Technology Project Management, 3.5
Hofstra University 1997 — 2001
Bachelors of Business Administration, Frank G. Zarb School of Business, Business Computer Information Systems, 3.95
Goldman Sachs June 2015 - August 2015
Alpha Delta Phi - Cornell April 2014 - April 2015
Mission Capital Advisors June 2014 - July 2014
Eastern Consolidated June 2013 - July 2013
Vision Financial Markets LLC July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership, Data Analysis
Education
Cornell University 2013 — 2016
Bachelor of Science (BS), Business
Washington University in St. Louis 2012 — 2013
N/A, Undecided Business
Hunter College High School 2007 — 2012
Syracuse
Syracuse
McBarron Capital August 2015 - Present
National Securities September 2014 - August 2015
Joseph Gunnar & Co, LLC January 2013 - September 2014
Vision Financial Markets LLC January 2009 - February 2011
Skills
Private Placements, Fixed Income, Equities, Series 63, Secondary Offerings, Series 7, Investments, Portfolio Management, Financial Markets, Finance, Bloomberg, Commodity, Financial Advisory, Securities, Financial Analysis, Alternative Investments, Sales
Education
Sacred Heart University
Bachelor of Science (BS), Finance at the John F. Welch School of Business
Vision Financial Markets LLC June 2006 - Present
UBS AML 2005 - 2006
Bank Of America November 2001 - August 2005
Skills
FINRA, Securities, Due Diligence, Series 7, Investments, Series 24, Hedge Funds, Series 63, Equities, Uniform Combined State..., Financial Markets, Finance, Asset Management, Mutual Funds, Risk Management, Capital Markets, Financial Services, AML, Alternative Investments, Fixed Income, Financial Regulation, Series 65, Options, SEC, Microsoft Office, Regulatory Audits, Trading, KYC, USA PATRIOT Act, Microsoft Excel, Bank Secrecy Act, Investment Advisory, Securities Regulation, Equity Trading, OFAC, Excel, Compliance, Public Speaking, Series 4, Series 53, Series 9 &10, management, Regulatory Compliance, Manage Complex Projects, polices and procedures, start up broker dealer, Anti Money Laundering, General Securities..., Project Management, Relationship Building
Education
University of New Hampshire
BA, Economics
Mekelburg's December 2013 - Present
Bed, Bath & Beyond November 2011 - December 2013
Jack's World June 2003 - November 2011
JVP June 2002 - June 2003
Vision Financial Markets LLC June 2000 - June 2002
Skills
Sales, Retail, Microsoft Excel, Microsoft Office, Product Development, Merchandising, Purchasing, New Business Development, Social Networking, Event Management, Private Label, Grocery
Education
Muhlenberg College 1996 — 2000
Marymount 1992 — 1996
ALM March 2014 - Present
Eyeview October 2013 - December 2013
21 Sports & Entertainment Marketing Group, LLC April 2013 - July 2013
Mafcote, Inc October 2012 - March 2013
Vision Financial Markets LLC January 2012 - September 2012
Aqua Marine Business Hotel May 2009 - January 2010
Skills
Marketing, Social Media Marketing, Event Planning, Social Media, PowerPoint, Market Research, Facebook, Advertising, Teamwork, Microsoft Word, Customer Service, Salesforce.com, Microsoft Office, Event Management, Blogging, Access, Microsoft Excel, Office Administration, Customer Satisfaction, Outlook, Adobe, Staff Supervision, Coordinating Events, RISC, SIS, Internet Services, Creative Marketer, Administrative..., Graphic Design, Social Promotion, Russian, Bilingual, Website Development, Prezi Software, DoubleClick, Nielsen, ConnectAd, Cvent, ExactTarget, AdFront, etouches, Wufoo, Marketing Communications, Digital Marketing, Management, Marketing Strategy, Social Networking, Online Advertising
Education
The University of Connecticut 2008 — 2013
Bachelor’s Degree, Business Management, 3.5
University of Connecticut 2008 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Annaly Capital Management August 2015 - Present
GE Capital Real Estate October 2014 - August 2015
GE Capital Real Estate September 2013 - October 2014
TUDOR INVESTMENT CORPORATION August 2012 - April 2013
Vision Financial Markets LLC March 2011 - July 2011
Coastal Construction Group, LLC May 2009 - December 2010
Skills
Microsoft Excel, PowerPoint, Investments, Financial Analysis, Microsoft Word, Customer Service, Database Administration, Research, Facebook, Options
Education
The University of Connecticut School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration, Management and Operations
University of Rhode Island - College of Business Administration 2007 — 2008
The Prudential Insurance Company of America November 2013 - Present
Bridgewater Associates / Dedicated Bridgewater Middle Office Team at The Bank of New York Mellon June 2012 - October 2013
Pruco Securities, LLC (subsidiary of The Prudential Insurance Company of America) July 2011 - June 2012
Vision Financial Markets LLC February 2008 - June 2011
Stamford Marriott Hotel and Spa May 2006 - May 2008
Witold Grzonka Promotional Agency September 2000 - May 2003
Skills
Investments, Securities, Series 7, FINRA, Series 63, Series 24, Options, Hedge Funds, Bloomberg, Financial Modeling, Trading Systems, Alternative Investments, Equities, Mutual Funds
Education
The University of Connecticut School of Business 2009 — 2010
MBA, Finance
University of Connecticut 2006 — 2007
Bachelor, General Studies; Corporate & Organizational Studies
Norwalk Community College 2004 — 2006
Associate of Science, Hotel/Motel Management
Merrill Lynch April 2012 - Present
Vision Financial Markets LLC June 2011 - April 2012
Vision Financial Markets LLC April 2010 - June 2011
Skills
Series 3, Series 7, Series 66, Bloomberg, Equities, FINRA, Finance, Alternative Investments
Education
Fairfield University 2007 — 2011
Bachelor of Science (B.S.), Finance & Marketing
Wellington Management October 2013 - Present
Wellington Management January 2012 - September 2013
Manning & Napier Advisors June 2009 - January 2012
Kingsview 2008 - 2008
Vision Financial Markets LLC 2007 - 2007
Skills
Fixed Income, Portfolio Management, Structured Products, Asset Management, Fixed Income Research, Quantitative Analytics, Investment Management
Education
University of Rochester 2005 — 2009
B.A. Financial Economics
Westhill High School 2001 — 2005
UCLA January 2012 - Present
Vision Financial Markets LLC April 2004 - January 2012
Statewide Trading Corporation January 2004 - April 2004
Global Futures Exchange & Trading Company, Inc. September 2002 - January 2004
Skills
Investments, Strategic Planning, Fundraising, Financial Analysis, Public Speaking, Asset Management
Education
University of California, Irvine - The Paul Merage School of Business 2005 — 2008
MBA, Business Administration
University of Tübingen 1996 — 2001
M.A., German & Comparative Literature
University of California, Riverside 1991 — 1995
B.A., German
The University of Göttingen 1993 — 1994
Year Abroad, German
Appway Inc June 2015 - Present
Appway 2013 - Present
Appway 2012 - 2013
Knowledgent Group 2011 - 2011
Vision Financial Markets LLC 2010 - 2010
KASPER STECK WEALTH MANAGEMENT 2002 - 2008
Skills
Series 7, Business Analysis, Management Consulting, Organizational..., Series 63, Series 3, Business Process..., Strategic Planning, Wealth Management, Asset Management, Business Requirements, Business Rules, Project Management, Agile Methodolgy, Agile Application..., Scrum, Agile Methodologies, Strategy, Leadership, Consulting, Management, Financial Services, Finance
Education
Fordham Gabelli School of Business 2009 — 2011
Finance and Management
Fontbonne University 1996 — 2001
B.S, Finance
Crabel Capital Mgmt September 2013 - Present
Geneva Trading October 2012 - July 2013
Vision Financial Markets LLC November 2011 - October 2012
Key Private Bank January 2009 - October 2011
Skills
Options, Trading, Derivatives, Hedge Funds, Equity Trading, Options Strategies, Portfolio Management, Technical Analysis, Market Making, Hedging, Volatility, FX Options, Electronic Trading, Options Pricing, Grinding, Investments, Futures Trading, Futures, Commodity Markets, Equities, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 2009 — 2012
MBA, Finance & Banking
Capital University - School of Management 2002 — 2007
Bachelors, Finance, Economics, and Marketing
Vision Financial Markets LLC June 2014 - Present
National Securities January 2014 - August 2014
Greenwich Point Wealth Management LLC September 2013 - December 2013
Skills
Options Strategies, Day Trading, Trading, Futures Trading, Data Mining, Microsoft Office, Strategic Planning, Public Speaking
Education
The University of Connecticut School of Business 2014 — 2016
Finance, Finance and Data Analyst
Norwalk Community College 2011 — 2013
Associate's degree, Business Administration and Management, General
American Express April 2010 - May 2012
Hill Holliday February 2010 - March 2010
Vision Financial Markets LLC September 2008 - October 2008
American Express May 2008 - August 2008
NYSE January 2006 - January 2007
HF Management LLC February 2004 - January 2005
Department of Information Technology 1993 - 2004
Skills
SAS, Excel, PowerPoint, Unix, Unix Shell Scripting, Perl, SQL Server 2005/2000, Microsoft CRM, Database Administration, Database Mining
Education
Columbia University in the City of New York 2012 — 2014
Master of Science (M.S.)-Information and Knowledge Strategy, (3.76/4.0)
City University of New York-Hunter College
Master of Science, Social Research
Fordham University
BA, Psychology
Trinity School
Chilton Trust Company September 2015 - Present
ASML July 2015 - September 2015
GE Capital December 2014 - June 2015
ASML July 2014 - November 2014
Vision Financial Markets LLC January 2014 - May 2014
Freddies' U.S. Mail January 2009 - December 2013
SunGard July 2013 - November 2013
UBS November 2011 - May 2013
Northwestern Mutual May 2009 - January 2010
Skills
Microsoft Excel, QuickBooks, Microsoft Office, PowerPoint, Microsoft Word, Payroll, Insurance, Financial Analysis, Social Media, Excel, Outlook, Account Reconciliation, Accounting, Management, Access, Sungard, Financial Markets, Social Networking, Tax, Team Building, Oracle
Education
Sacred Heart University 2010 — 2011
MBA, Finance, 3.62
Sacred Heart University 2006 — 2009
Bachelor of Science, Finance, 3.50
Self-Employed October 2013 - Present
Rosenthal Collins Group October 2010 - October 2013
Rosenthal Collins Group October 2008 - October 2010
ION Trading March 2005 - September 2008
ION Trading January 1999 - January 2005
Vision Financial Markets LLC January 1994 - January 1999
Skills
Trading, Options, Electronic Trading, Financial Markets, Trading Systems, Trading Strategies, Derivatives, Proprietary Trading, Commodity, FX Options, Alternative Investments, New Business Development, Market Data, Risk Management, Equities, Capital Markets, Commodity Markets, Fixed Income, Hedge Funds, Management, Bonds, Bloomberg, Back Office, Securities, Portfolio Management, Foreign Exchange, Equity Derivatives, Leadership, Integration, Product Development, Windows, Process Improvement, Networking, Enterprise Software, Low Latency, Banking, Asset Management, Entrepreneurship, PowerPoint, ETFs, Financial Statement..., Asset Managment, Equity Trading, Strategic Planning, Vendor Relationship..., Product Management, Marketing Strategy, Business Development, SaaS, Agile/SDLC
Education
Loyola University Chicago 1989 — 1991
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Marquette University 1986 — 1989
Business/Managerial Economics
AllianceBernstein March 2013 - Present
UBS AG October 2010 - March 2013
Vision Financial Markets LLC January 2008 - October 2010
Education
The University of Connecticut
Economics & Political Science
Mardi Transportation Inc. August 2012 - Present
Vision Financial Markets LLC June 2010 - May 2012
Skills
Trading
Education
University of Illinois at Chicago
General Studies
Redcape LLC (Redcape Investments) June 2013 - Present
Vision Financial Markets LLC June 2008 - July 2013
Skills
Trading, Options, Risk Management, Equities, Derivatives, Commodity, Team Building, Hedging, Teamwork, Microsoft Office, Alternative Investments, FINRA, Trading Systems, Financial Risk, Electronic Trading, Financial Markets, Asset Management, Commodity Markets, Series 3, Risk, Trading Strategies, Technical Analysis, Investment Strategies, Investments, Business Development, Education, Finance, Management, Strategy
Education
Université Nice Sophia Antipolis 1998 — 2004
Master's degree, International Business Law
Interactive Brokers December 2013 - Present
Vision Financial Markets LLC October 2010 - July 2013
BMW May 2010 - August 2010
Skills
Trading, Commodity, Trading Systems, Options, Financial Markets, Fixed Income, Securities, Equities, Analysis, Derivatives, FX Options
Education
The University of Connecticut 2005 — 2009
Bachelors of Arts, Economics
Surfside Technology Group Inc. November 2014 - Present
High Ridge Futures LLC / High Ridge Holdings LLC November 2014 - Present
Vision Financial Markets LLC December 1999 - Present
Vision Limited Partnership June 1987 - December 1999
Skills
Solution Selling, Trading Systems, Hedge Funds, Derivatives, Options, Electronic Trading, FX Options, Management, Risk Management, Commodity, Trading, Portfolio Management, Financial Markets, Fixed Income, Equities, Asset Management, SaaS, Securities, Equity Trading, Capital Markets, Disaster Recovery, Technical Analysis, Project Management, Trading Strategies, Data Center, Bloomberg, Investments, Database Administration, Alternative Investments, Microsoft Excel, Customer Service
Education
Binghamton University - School of Management 1984 — 1988
Bachelor’s Degree, Bachelor of Science - Management w/ Public Accounting Concentration, Summa Cum Laude
Shift Forex 2014 - 2014
Vision Financial Markets LLC 2009 - 2014
Barclays Capital 2008 - 2009
RBS Greenwich Capital 2006 - 2008
Skills
Series 7, Foreign Exchange, Hedging, Commodity, Series 63, Finance, ABS, Fixed Income, Derivatives, Options, Hedge Funds, Bloomberg, MBS, Microsoft Excel, VAR, Statistics, Agency MBS, US Treasuries, Endowment Funds, Managed Futures, CTAs, Fund Of Funds, Interest Rate Swaps, FX Swaps, Forwards, Modern Portfolio Theory, Financial Software..., Trading Software, Front Office, Middle Office, Business Development, Relationship Management, Excel Matrices, Modified Duration, Delta-Normal VAR..., Delta-Gamma VAR Approach, Historical Simulation, Excel Solver, GARCH, Monte Carlo Simulation, R, Black-Scholes Option..., Variance-Covariance..., Cointegration, Error Correction Model, Economic Policy, Economics, FX Options, Financial Modeling, Financial Risk
Education
New York University 2013 — 2015
Graduate Certificate, Financial Risk Managment
Manhattan College
Bachelor of Science (BS), Economics
Vision Financial Markets LLC April 2012 - Present
Jewish Family Service May 2011 - April 2012
Robert Half - Office Team December 2008 - August 2011
Philadelphia District Attorney’s Office, Juvenile Court Unit January 2010 - May 2010
JPMorgan Chase January 2006 - October 2006
Skills
FINRA, Securities, Compliance, Financial Markets, Securities Regulation, Investments, Equities, SEC, Regulatory Audits, Due Diligence, Microsoft Office, Financial Services, Nonprofits, Customer Service, Outlook, Microsoft Word, Bloomberg
Education
Temple University 2007 — 2010
BA, Criminal Justice
Stamford high
Stamford high
Stamford high
Davidson Kempner Capital Management May 2011 - Present
Vision Financial Markets LLC May 2010 - April 2011
UBS Wealth Management September 2010 - December 2010
Scher Financial Group - MetLife June 2008 - August 2008
Skills
Accounting, Auditing, Management
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
B.A
Prudential Financial May 2010 - Present
Vision Financial Markets LLC 2009 - 2009
Interlink Transport Technologies, Inc. (subsidiary of Mediterranean Shipping Company S.A.) 2008 - 2009
Skills
Microsoft Office, Corporate Finance, Financial Analysis, Microsoft Excel, PowerPoint, Finance, Analysis, Data Analysis, Risk Management, Leadership, Business Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Rutgers University-New Brunswick 2007 — 2011
B.S., Finance
Vision Financial Markets LLC May 2012 - Present
Decision Q June 2011 - May 2012
C May 2009 - August 2009
Merge Global June 2008 - August 2008
Skills
Financial Modeling, Matlab, Microsoft Excel, Mathematica, HTML, Research, Microsoft Office, C++, C, Options, Derivatives
Education
Georgetown University 2010 — 2011
MS, Mathematics and Statistics
Georgetown University 2006 — 2010
AB, Mathematics, Physics
Bloomberg LP February 2014 - Present
Bloomberg LP October 2013 - February 2014
Bloomberg LP June 2012 - October 2013
Bloomberg June 2011 - August 2011
Vision Financial Markets LLC May 2009 - December 2010
North Castle Partners Advertising, Inc. August 2005 - January 2007
Skills
Bloomberg, Analytics, Financial Modeling, Operational Risk..., Microsoft Excel, Financial Analysis, Security Policy, Compliance, Customer Service, Geology, Computer Graphics, Fixed Income
Education
Brooklyn Law School 2014 — 2018
Candidate for JD, Expected Graduation 2018
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, Consulting & Venture Management
Vision Financial Markets LLC September 2009 - Present
Alaron Trading 1996 - 2009
Education
Indiana University Bloomington 1991 — 1993
B.A., Political Science/Sociology
Loyola University Chicago 1989 — 1991
Political Science
Vision Financial Markets LLC April 2013 - Present
Education
University of New Haven 2011 — 2013
MBA
Ashesi University 2006 — 2010
Bachelor of Science (B.Sc.)
Wesley Girls' High 2002 — 2005
High School
Citi August 2015 - Present
Citi February 2013 - July 2015
Citi June 2012 - February 2013
Citigroup July 2010 - November 2012
UBS Investment Bank May 2009 - August 2009
Vision Financial Markets, LLC May 2008 - August 2008
Pitney Bowes, Inc May 2007 - August 2007
Skills
Series 7, Series 63, Series 79, Analysis, Bloomberg, Capital Markets, Data Analysis, Derivatives, Equities, FINRA, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Management, Investments, Market Research, Microsoft Excel, Microsoft Office, Portfolio Management, Securities, Strategic Planning, Project Management, Trading
Education
University of Michigan 2006 — 2010
B.S.E, Industrial and Operations Engineering
King and Low-Heywood Thomas School
Rockit Solutions LLC May 2011 - April 2014
Vision Financial Markets LLC November 2010 - April 2011
GE edgelab May 2010 - August 2010
Skills
Asset Managment, Bloomberg, Business Analysis, Data Analysis, Derivatives, Equities, Financial Analysis, Fixed Income
Education
The University of Connecticut School of Business 2008 — 2010
Bachelors of Science in Business and Technology, Business
University of the Punjab, Lahore 2004 — 2006
Bachelors of Science, Math, Statistics, Physics
Vision Financial Markets LLC April 2009 - Present
Four M Capital/Buffalo Wild Wings NY Metro October 2008 - January 2009
Ann Gish Inc. February 2007 - October 2007
Kaehler/Moore Architects LLC 2004 - 2004
Skills
Adobe Creative Suite, Microsoft Office, Marketing, Social Media, Social Media Marketing, Direct Marketing, Press Releases
Education
University of North Carolina at Charlotte 2001 — 2006
Bachelor of Science in Business Administration, Marketing
Vision Financial Markets LLC October 2010 - August 2012
Skills
Microsoft Excel, Portfolio Management, Customer Service, Microsoft Office, PowerPoint, Strategic Planning, Marketing, Finance
Education
The University of Connecticut School of Business 2014 — 2016
Bachelor’s Degree, Business and Data Analytics
Norwalk Community College 2011 — 2013
Business Administration (BBA)
Federal Reserve Bank of New York April 2012 - Present
Vision Financial Markets LLC May 2011 - May 2012
Longitude Capital Advisors November 2010 - June 2011
The World Affairs Forum September 2010 - November 2010
Social Security Administration June 2009 - September 2009
Rogers & Tartaro, LLP May 2009 - June 2009
Elizabeth Seton Pediatric Center June 2006 - August 2006
Skills
Asset Management, Securities, Investments, FINRA, Program Management, Training, Fundraising, Asset Managment
Education
The University of Connecticut 2010 — 2011
Bachelors, Justice
Columbia University in the City of New York 2009 — 2010
Brunswick School 2003 — 2007
Trinity College-Hartford
Farmers Insurance September 2013 - Present
Vision Financial Markets LLC June 2009 - April 2012
NKO trading January 2004 - January 2009
CKRO Trading January 2002 - January 2004
Skills
Options, Derivatives, Fixed Income, Trading, Investments, Bloomberg, Risk Management, Equities, Trading Systems, Commodity, FX Options, Securities, Hedge Funds, Financial Markets, Hedging, Brokerage, Asset Management, FINRA, Electronic Trading, Technical Analysis, Trading Strategies, Insurance, Equity Derivatives, Proprietary Trading
Education
DeVry University 2010 — 2012
Bachelor's degree, Science Technical Management, 3.6
DeVry University 2010 — 2012
Associates, Electronics and Computer Technology
Vision Financial Markets LLC April 1993 - Present
Prudential Bache Metal Co. 1988 - 1991
McGraw-Hill 1974 - 1980
Skills
Marketing Communications, Direct Sales, Technical Writing
Education
City University of New York City College
Bachelor of Science, Geology
Mizuho Securities USA Inc. April 2014 - Present
Mizuho Securities USA Inc. October 2011 - Present
Knight Capital Group March 2008 - September 2011
Vision Financial Markets LLC September 2005 - March 2008
Image Plant January 2005 - September 2005
Skills
Derivatives, Equities, Fixed Income, Options, Trading, Trading Strategies, Trading Systems, Hedging, Commodity, Electronic Trading, Commodity Markets, Investment Banking, Financial Markets, SDLC, SQL, Market Data, Business Analysis, Financial Services, Portfolio Management, Risk Management, Java, Software Project..., Requirements Analysis, Requirements Gathering, Banking, Capital Markets, Hedge Funds, Microsoft SQL Server, Securities, Financial Risk, C#, User Acceptance Testing, XML, Analysis, Visio, Project Management, Management, Spring, Swaps, Linux, Hibernate, JMS, Back Office, C, Proprietary Trading, Equity Derivatives, Technical Analysis, Traders, Prime Brokerage, Investments
Education
Rutgers, The State University of New Jersey-Newark
BA, Information Systems
Vision Financial Markets LLC October 2012 - March 2013
TD Bank Group February 2011 - June 2012
Stew Leonards June 2001 - February 2011
Stew Leonards May 2010 - September 2010
Skills
•Proficient in..., Notary Public, Series 1803 License to..., Managerial Experience, Customer Service, Financial Sales, Guardian Angel Award..., Regression Analysis, Volleyball, Basketball
Education
The University of Connecticut 2004 — 2008
Bachelor of Arts, Economics
DelMorgan & Co November 2011 - Present
Vision Financial Markets LLC November 2010 - April 2011
Skills
global investing
Education
St. Lawrence University 1984 — 1988
Bachelor's degree, History
Wilbraham Monson Academy 1981 — 1984
CellMark January 2014 - Present
DeLuca Industrial Supplies January 2013 - January 2014
Vision Financial Markets LLC 2012 - 2012
U.S. House of Representatives 2011 - 2012
Skills
Microsoft Excel, Customer Service, Account Management, Outlook, PowerPoint, Social Media, Microsoft Office, Sales, Sales Management, Management, Marketing, Social Networking, Time Management
Education
High Point University 2010 — 2012
Bachelor's degree
High Point University
Twitter September 2014 - Present
OrderGroove, Inc. July 2013 - June 2014
Indeed.com March 2011 - July 2013
Vision Financial Markets LLC July 2010 - January 2011
Skills
Access, Team Leadership, Troubleshooting, Customer Service, Revenue Analysis, Process Improvement, Sales, PowerPoint, Salesforce.com, Online Marketing, Direct Sales, Sales Operations, CRM, Risk Management, Marketing, Account Management, Lead Generation, E-commerce, Customer Retention, Online Advertising, PPC, New Business Development, Analytics, SEM
Education
University of California, Santa Barbara
B.A. Business Economics
Vision Financial Markets LLC BrokerMF GlobalJanuary 2000 - October 2010
Skills
Risk Management, Trading, Financial Markets, Options, Investments
Education
University of Iowa 1982 — 1986
BBA, Marketing