Wall Street Access

Industry: Company

Description

Founded: 1981 Subsidiaries: Vandham Securities Corp., RJL Capital Group, LLC,

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Wall Street Access Employees

Employee
Years
Job
Industry
Danielle Rullis Danielle Rullis Greater New York City Area Details
Danielle Rullis's Wall Street Access Experience August 2009 - January 2012
Job Front Desk at Ocean Orthopedics Associates
Industry Financial Services
Experience
Ocean Orthopedics Associates   June 2013 - Present
cortez cigars   March 2013 - Present
IMA  March 2013 - May 2013
Lincroft inn   January 2012 - March 2013
Wall Street Access   August 2009 - January 2012
Troon Golf  January 2006 - August 2009
Bamm Hollow Country Club   April 2003 - April 2006

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Micros, ADP Payroll, People Skills, Customer Service, Employee Relations, Leadership, Microsoft Office, Payroll, Performance Management, QuickBooks, Restaurants, Sales, Sales Management, Training, Salesforce.com, PeopleSoft

Education
Rider University   2003 — 2004
education

Brookdale Community College
health care

Lynne Mancini Lynne Mancini Greater New York City Area Details
Lynne Mancini's Wall Street Access Experience May 2010 - August 2011
Job Vice President Bank of New York Mellon eCommerce Product Management
Industry Capital Markets
Experience
BNY Mellon- Global Markets   February 2013 - Present
BONDDESK TRADING LLC   July 2011 - January 2013
Wall Street Access   May 2010 - August 2011
BondDesk Group LLC  2008 - May 2010
Merrill Lynch  August 2005 - April 2008
SALOMON SMITH BARNEY, INC  June 2001 - August 2001

Skills
Trading, Bloomberg, Series 24, Securities, Trading Systems, Derivatives, Capital Markets, Market Data, Hedge Funds, Electronic Trading, Fixed Income

Education
Clemson University
MBA

University of Massachusetts, Amherst   1997 — 2002
BA, Finance

Università per Stranieri di Siena
Bachelor of Arts

Mia Donahue Mia Donahue Greater New York City Area Details
Mia Donahue's Wall Street Access Experience December 2010 - June 2012
Job Connecting talent with opportunity
Industry Financial Services
Experience
LinkedIn  February 2015 - Present
Cantor Fitzgerald  January 2013 - February 2015
Brownstone Investment Group  June 2012 - December 2012
Wall Street Access   December 2010 - June 2012
Wall Street Access   April 2009 - December 2010
Stone Tower Capital  July 2007 - April 2009
Merrill Lynch  July 2004 - July 2007

Skills
Series 63, Fixed Income, Series 7, Asset Management, Bloomberg, Bonds, Capital Markets, Financial Markets, Hedge Funds, Institutional Sales, Portfolio Management, Investments, Securities, Trading

Education
Bucknell University   2000 — 2004
BSBA, Accounting

Jennifer Powers, SPHR, SHRM-SCP Jennifer Powers, SPHR, SHRM-SCP Jacksonville, Florida Area Details
Jennifer Powers, SPHR, SHRM-SCP's Wall Street Access Experience April 2003 - November 2004
Job Human Resources Leader / Strategic Business Partner / Management Consultant
Industry Human Resources
Experience
Southeastern Grocers  December 2014 - Present
FOJP Service Corporation  April 2012 - October 2014
Screenvision  January 2007 - April 2012
Deutsche Bank  2006 - 2006
Warburg Pincus  2005 - 2006
Counsel Press   2004 - 2005
Wall Street Access   April 2003 - November 2004
ORC Worldwide  2001 - 2002
Wollmuth Maher & Deutsch LLP  2000 - 2001

Skills
Coaching, Talent Management, Training & Development, Employee Relations, HRIS, Performance Management, Deferred Compensation, Benefits Administration, Organizational..., Recruiting, Change Management, Team Building, Human Resources, Employee Benefits, Onboarding, Workforce Planning, Strategic Planning, Employee Engagement, Talent Acquisition, Training, Employee Training, FMLA, Interviews, Program Management, Leadership, Strategy, New Hire Orientations, Succession Planning, HR Policies, Personnel Management, Executive Coaching, Policy, Time Management, Applicant Tracking..., Management, Hiring, Performance Appraisal, Payroll, Compensation & Benefits, Leadership Development, Process Improvement

Education
New York University   1996 — 2000
Bachelor's Degree, Psychology, 3.75 GPA

Kent Denver High School   1992 — 1996

James Fradella James Fradella Plainview, New York Details
James Fradella's Wall Street Access Experience August 2012 - Present
Job Equity Execution Trader at Wall Street Access
Industry Financial Services
Experience
Wall Street Access   August 2012 - Present
Hudson Securities / Rodman & Renshaw   February 2003 - August 2012
Spear, Leads & Kellogg   September 1998 - November 2002

Skills
Equity Trading, Best Execution, Bloomberg Terminal, FX Hedging, Equities, Electronic Trading, Market Making, Proprietary Trading, Trading, Trading Strategies, FINRA, Series 7, Series 63

Education
University at Buffalo   1996 — 1998
Bachelor of Science (BS), Political Science and Government

Jonathan Huang Jonathan Huang Greater New York City Area Details
Jonathan Huang's Wall Street Access Experience September 2003 - March 2004
Job Lead Manager at AXA US
Industry Financial Services
Experience
AXA US  October 2014 - Present
IBM  February 2009 - September 2014
EMC  October 2004 - February 2009
MetLife  March 2004 - October 2004
Wall Street Access   September 2003 - March 2004
Chase Bank  April 2001 - August 2003
Manulife Financial  October 1999 - April 2001
IBM Toronto Lab  November 1997 - October 1999
IBM China Co   December 1995 - August 1997
CATIC Bicycle Co   July 1992 - November 1995

Skills
MDM, Java, C++, Data..., Master Data Management..., Database modelling, DB2..., Master Data Management, Java, Java Enterprise Edition, Software Project..., SOA, Oracle, Solution Architecture, Integration, Websphere, ETL, DB2, Microsoft SQL Server, Web Services, Architectures, XML

Education
Shanghai Jiao Tong University   1988 — 1992
Bachelor of Science, Mechanical Engineering

Scott Wertheim Scott Wertheim Greater New York City Area Details
Scott Wertheim's Wall Street Access Experience June 1997 - May 2007
Job Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors  May 2007 - Present
Wall Street Access   June 1997 - May 2007
Retirement System Group  1994 - 1997

Skills
Investments, Strategic Planning, Employee Benefits, Public Speaking, Microsoft Office, Project Management, New Business Development, Microsoft Excel, Retirement, Insurance, Asset Managment, 401k, Series 7, Asset Management, Mutual Funds, High Net Worth..., Series 63, Asset Allocation, Qualified Retirement..., Retirement Plan..., Defined Benefit, Defined Contribution, Investment Advisory, ERISA, Pensions, Retirement Planning, Financial Services, Wealth Management

Education
Union College   1990 — 1994
BS, Psychology

Suffern High School

Suffern High School

James Buscemi James Buscemi Pompano Beach, Florida Details
James Buscemi's Wall Street Access Experience January 2000 - May 2001
Job Entrepreneur, Sales Management Professional
Industry Pharmaceuticals
Experience
Quintiles (Takeda Contract)   September 2014 - July 2015
Actavis PLC (Formerly Forest Laboratories Inc.)   April 2013 - December 2014
Forest Laboratories  March 2011 - March 2013
Forest Laboratories  October 2009 - March 2011
Forest Laboratories  September 2004 - September 2009
Wall Street Access   January 2000 - May 2001

Skills
Leadership, Pharmaceutical Industry, Sales Management, Sales Operations, Managed Care, Interviews, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Training, Marketing, Cardiology, Pharmaceutical Sales, Product Launch, Sales Effectiveness

Education
St. John's University   2001 — 2004
Master of Business Administration (M.B.A.), Executive Management, 3.62

St. John's University   1996 — 2000
Bachelor's Degree, Business Administration (Management), 3.13

Michael Skinner Michael Skinner Greater New York City Area Details
Michael Skinner's Wall Street Access Experience September 2006 - July 2011
Job Managing Director US Government Agency trading at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities  July 2011 - Present
Wall Street Access   September 2006 - July 2011
Sanders Morris Harris  January 2006 - August 2006
Advest, Inc.   August 2003 - December 2005
Prudential Securities  June 1996 - August 2003

Skills
Fixed Income, Capital Markets, Equities, Investments, Series 7, Series 63, Series 24, series 79, Bonds, Government Bonds

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Communications

Lou Puglisi Lou Puglisi Greater New York City Area Details
Lou Puglisi's Wall Street Access Experience February 2011 - September 2012
Job ...
Industry Financial Services
Experience
...   June 2012 - Present
WALL STREET ACCESS   February 2011 - September 2012
LABRANCHE FINANCIAL SERVICES   March 2006 - January 2011
ELECTRONIC GLOBAL SECURITIES   March 2005 - March 2006
H.D. Brous   March 2004 - March 2005
E-TRADE  June 2003 - February 2004
FLEET TRADING  November 1999 - November 2002

Skills
Options, Trading, Equities, Traders, Hedge Funds, Securities, Proprietary Trading, Electronic Trading, Investments, Prime Brokerage, Financial Services

Education
Saint John's University   1995 — 1998
B.A., Finance

Archbishop Molloy   1990 — 1994

Allen Burack Allen Burack Greater New York City Area Details
Allen Burack's Wall Street Access Experience 1996 - 1997
Job
Industry Retail
Experience
Computer Generated Solutions  July 2014 - Present
Toys R Us  July 2010 - July 2014
J.Crew  July 2008 - August 2010
Medco  July 2000 - July 2008
Pershing  1997 - 2000
Wall Street Access   1996 - 1997
BMG Columbia House (BDD)   1993 - 1996
MTV Networks  1991 - 1993

Skills
Integration, Project Management, Change Management, Network Security, IT Strategy, IT Management, Leadership, Strategy, Vendor Management, Disaster Recovery, Mentoring, ITIL, Team Leadership, SharePoint, Management, Cloud Computing, Virtualization, SDLC, ERP, Business Intelligence, Infrastructure, System Administration, Business Analysis, Cross-functional Team..., Networking, Project Portfolio..., Enterprise Architecture, Visio, IT Operations, Process Improvement, Project Planning, Security, Solution Selling, Data Center, Network Architecture, Outsourcing, IT Service Management, Business Strategy, Enterprise Software, Storage, Governance, Business Process, Program Management, Solution Architecture, Business Process..., PMP, SaaS, Information Security, PMO, CRM

Education
City University of New York-College of Staten Island   1986 — 1991

Keith R. Knox Keith R. Knox Greater New York City Area Details
Keith R. Knox's Wall Street Access Experience June 2012 - Present
Job Executive Vice President Institutional Equities Trading at Wall Street Access
Industry Capital Markets
Experience
Wall Street Access   June 2012 - Present
Knox Family Ventures Inc.   April 1999 - Present
Hudson Technologies DBA-Hudson Technologies and Services   November 2005 - April 2011
Hudson Holding Corp.   September 2005 - April 2011
Hudson Securities  July 2004 - April 2011
Schwab Capital Markets  1984 - 2002

Skills
Trading, Compliance, Equity Trading, Capital Markets, Stocks, order flow management, execution quality, market structure, automated trading, market making, Management, Automated Trading, Market Structure, Options, Equities, Investment Banking, Market Making, Trading Strategies, Electronic Trading, Trading Systems, Entrepreneurship, Financial Risk, Financial Markets, Hedge Funds, Fixed Income, FINRA, Financial Services, ETFs, Securities, Bonds, Derivatives, Alternative Investments

Education
Mercy College   1976 — 1982
bs, biology

Westchester Community College   1979 — 1981
AAS, Respiratory Therapy

Stephanie Coles, CPA Stephanie Coles, CPA Greater New York City Area Details
Stephanie Coles, CPA's Wall Street Access Experience September 1994 - February 1999
Job Financial Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management  September 2007 - Present
Morgan Stanley Investment Management  May 2006 - September 2007
Morgan Stanley Investment Management  February 1999 - May 2006
Wall Street Access   September 1994 - February 1999
sanofi-aventis (Sterling Winthrop, Inc)   May 1990 - September 1994

Skills
Financial Forecasting, Variance Analysis, Forecasting, Finance, Financial Services, Accounts Payable, Accounting, Hedge Funds, Budgets, Alternative Investments, Investments, Analysis, Financial Analysis, Asset Management, Financial Statements

Education
Baruch College   1986 — 1991
BBA, Accounting

Daniel Daniel Daniel Daniel Princeton, New Jersey Details
Daniel Daniel's Wall Street Access Experience 2010 - 2010
Job Investment Management at BlackRock
Industry Investment Management
Experience
BlackRock  January 2011 - Present
Wall Street Access   2010 - 2010
UBS  2006 - 2010
UBS  2002 - 2006

Skills
Special Situations, Financial Markets, Asset Allocation, Asset Management, Investments, Financial Analysis, Derivatives, Portfolio Management, Equities, Corporate Finance, Private Equity, Due Diligence

Education
University of Pennsylvania - The Wharton School   2000 — 2002
MBA, Finance

University of Utah - David Eccles School of Business
BS, Finance

James Meyers James Meyers New York, New York Details
James Meyers's Wall Street Access Experience 2008 - 2012
Job Vice President Corporate Bond Trading at Maxim Group
Industry Financial Services
Experience
Maxim Group  August 2013 - Present
Wall Street Access   2008 - 2012
FTN Financial  January 2005 - August 2008
Goldman Sachs  December 2000 - December 2004
Spear, Leeds & Kellogg   March 1994 - November 2000

Skills
Series 7, Series 63, Fixed Income, Trading, Sales, Bonds, Capital Markets, Options, Investments, Securities, Hedge Funds, Electronic Trading, FINRA, Equities, Bloomberg, Investment Strategies, Derivatives, Trading Systems, Alternative Investments

Education
Cornell University   1990 — 1993
Bachelor of Science (BS), Applied Economics and Management

Lynbrook High School   1986 — 1989

Lisa Brown Lisa Brown Roanoke, Virginia Area Details
Lisa Brown's Wall Street Access Experience 1993 - 2003
Job Senior Marketing Advisor at Carilion Clinic
Industry Marketing and Advertising
Experience
Carilion Clinic  March 2010 - Present
Wall Street Access   1993 - 2003
National League for Nursing  1991 - 1993

Skills
Marketing Strategy, Strategic Planning, Entrepreneurship, Marketing, Event Planning, Online Advertising, Management, Strategy, Advertising, Marketing Communications, Customer Service, Sales, Brand Management, Direct Marketing, Social Media, Strategic Communications, Leadership, Account Management, Public Relations, Healthcare, Media Relations, Social Media Marketing, Corporate Communications

Education
University of California, Los Angeles   1985 — 1990
BA, Communications & Business

Steve Wechsler Steve Wechsler Greater New York City Area Details
Steve Wechsler's Wall Street Access Experience June 2000 - April 2003
Job Senior Database Administrator at Viacom Media Networks
Industry Broadcast Media
Experience
Viacom Media Networks  January 2005 - Present
MarketAxess  March 2004 - January 2005
Wall Street Access   June 2000 - April 2003
Sanford C. Bernstein  September 1997 - June 2000
Credit Suisse First Boston  September 1996 - September 1997
Citibank  November 1993 - September 1996
Prudential Securities  July 1991 - November 1993
Mercantile Stores  August 1989 - April 1991

Skills
Perl, Performance Tuning, MySQL, Databases, Microsoft SQL Server, Data Warehousing, Sybase, Linux, SQL, Data Modeling, Agile Methodologies, Database Design, Enterprise Software, Shell Scripting, Unix, SDLC, Software Development, Database Administration

Education
State University of New York at Binghamton   1987 — 1989
BS, Computer & Information Science

University at Albany, SUNY   1983 — 1985

Daniel McCulloch, CAIA Daniel McCulloch, CAIA Houston, Texas Details
Daniel McCulloch, CAIA's Wall Street Access Experience January 2003 - January 2004
Job Alternative Investments Business Development
Industry Financial Services
Experience
Paloma Partners  October 2013 - Present
Morgan Stanley Alternative Investments Group   June 2009 - September 2013
Citi  January 2007 - April 2010
Citi Alternative Investments  January 2004 - January 2007
Wall Street Access   January 2003 - January 2004
Lord Abbett  May 1999 - 2003

Skills
Alternative Investments, Series 7, Hedge Funds, Series 63, Mutual Funds, Fund Of Funds, Asset Allocation, Separately Managed..., Wealth Management, Asset Managment, Equities, Investments, Modern Portfolio Theory, Fixed Income, Investment Strategies, Private Equity, Hedging, Financial Advisory, Capital Markets, Asset Management

Education
Boston College   1995 — 1999
BS, Marketing

Delbarton School   1992 — 1995

Paul Werlin Paul Werlin Tampa/St. Petersburg, Florida Area Details
Paul Werlin's Wall Street Access Experience 1992 - 1993
Job President at Human Capital Resources, Inc.
Industry Financial Services
Experience
Human Capital Resources, Inc.   July 1995 - Present
Orion Products Group   2012 - Present
Raymond James  1994 - 1995
Wall Street Investment Services   1992 - 1993
Wall Street Access   1992 - 1993
United Pacific Financial Services   1989 - 1992
INVEST Financial  1987 - 1989
EF Hutton  March 1979 - 1982

Skills
Strategic Consulting, New Business Development, Expert Witness Services, Banking, Insurance, Recruiting, Finance, Sales Management, Series 7, Series 63, Mutual Funds, Alternative Investments, Investment Advisory, Wealth Management, Securities, Financial Advisory, FINRA, ETFs, Financial Planners, 401k, Retirement, Equities, Relationship Management, Fixed Income, Financial Services, Series 24, Fixed Annuities, Life Insurance, Investments, Strategic Financial..., Training, Leadership, Estate Planning, Wealth, Retirement Planning, Investment Strategies, IRAs, Series 6, Wealth Management..., Portfolio Management, Hedge Funds, Executive Search, Long-term Care, Asset Allocation, Capital Markets, Bonds, Executive Management, Investment Management, Asset Management, Investment Banking

Education
New York University - Leonard N. Stern School of Business   1976 — 1978
MBA, Finance

University of Massachusetts, Amherst   1970 — 1974
bs, microbiology

dwight canfield dwight canfield Greater Chicago Area Details
dwight canfield's Wall Street Access Experience December 2008 - January 2011
Job Executive Director, Incapital LLC
Industry Capital Markets
Experience
Incapital LLC  February 2015 - Present
D.A. Davidson Companies   December 2013 - February 2015
Pierpont Securities  January 2011 - December 2013
Cortview Capital Markets   January 2011 - March 2013
Wall Street Access   December 2008 - January 2011
Barclays Capital  2002 - 2008
Donaldson, Lufkin & Jenrette   1985 - 2000
Lehman Brothers  June 1983 - June 1985
Canadian American Bank   August 1979 - June 1982
Northwestern National Bankj   June 1977 - August 1979

Skills
Capital Markets, Fixed Income, Equities, Trading, Derivatives, Hedge Funds, Options, Alternative Investments, Bloomberg, Series 7, Securities, Investments

Education
Kellogg School of Management   1982 — 1983
Master of Business Administration (M.B.A.), Finance

Colorado State University   1973 — 1977
Bachelor's degree, BS Business

Donald Keough Donald Keough Rye, New York Details
Donald Keough's Wall Street Access Experience June 2013 - August 2013
Job Rye, New York
Industry Public Relations and Communications
Experience
Tishman Speyer  September 2014 - December 2014
Wall Street Access   June 2013 - August 2013
Wall Street Access   June 2012 - August 2012
Merrill Lynch  June 2011 - August 2011

Skills
Sales, Microsoft Excel, Social Media, Marketing, Public Relations

Education
University of Notre Dame   2010 — 2014
Bachelor's degree, Political Science and Government

Eric Alexander Eric Alexander Greater New York City Area Details
Eric Alexander's Wall Street Access Experience May 1990 - January 2011
Job Co Founder at Mad and Wall
Industry Marketing and Advertising
Experience
Mad and Wall   September 2015 - Present
Negotium Partners, LLC   January 2011 - Present
Wellington Shields  2012 - Present
Emerson College  2004 - Present
Wall Street Access   May 1990 - January 2011
Public Relations  January 1979 - May 1990

Skills
Business Development, Strategy, Start-ups, Integrated Marketing, Marketing Strategy, Portfolio Management, Entrepreneurship, Financial Services, Public Relations, Event Planning, Strategic Communications, Asset Management, Investments, Public Speaking, Project Management, Leadership, Digital Strategy, Strategic Planning, Online Advertising, Finance, Marketing, Digital Marketing

Education
Emerson College   1975 — 1979
Bachelor of Science, Speech

Anthony Capriotti Anthony Capriotti New York, New York Details
Anthony Capriotti's Wall Street Access Experience December 1999 - September 2004
Job Vice President at ITG
Industry Financial Services
Experience
ITG  February 2007 - Present
BLOCKalert   February 2007 - August 2008
LEERINK SWANN & CO   December 2006 - February 2007
ALLIANCE BERNSTEIN  August 2005 - December 2006
KEEFE BURYETTE & WOODS   January 2005 - August 2005
Merrill Lynch  September 2004 - December 2004
Wall Street Access   December 1999 - September 2004

Skills
Equity Trading, Trading Systems, Equities, Troubleshooting, Bloomberg, Fixed Income, Series 63, Trading, Problem Solving, Series 7, Order Management, Integration, TCP/IP, Team Leadership, Operating Systems, Windows, Unix, Customer Relations, Microsoft Office, Process Improvement, XP, Excel, Strategic Planning, Word, Microsoft Excel, Customer Service, Windows XP, Electronic Trading, Market Data, Software Troubleshooting, Analytical Skills

Education
St. John's University   1995 — 2000
Bachelor, Science Computer Science

St. John's University, New York NY   1995 — 2000
Bachelor of Science, Computer

Alfred Vitsentzos Alfred Vitsentzos Greater New York City Area Details
Alfred Vitsentzos's Wall Street Access Experience April 2013 - May 2015
Job Assistant Vice President Institutional Sales at Wall Street Access
Industry Investment Banking
Experience
Nicks Bistro   March 2013 - Present
Wall Street Access   April 2013 - May 2015
Dahlman Rose & Co.   May 2012 - September 2012
Dahlman Rose & Co.   July 2011 - September 2011
Safra National Bank of New York  May 2011 - July 2011
Quattro M. Securities   May 2010 - September 2010

Skills
Bloomberg, Derivatives, Securities, Time Management, Banking, Financial Modeling, Equity Research, Equities, Microsoft Excel, PowerPoint, Financial Analysis, Outlook, Microsoft Word, Microsoft Office, Fixed Income, Valuation, Hedge Funds, Corporate Finance, Investments, Financial Markets, Trading, Capital Markets, Options, International Sales, Social Media, Finance, Series 7

Education
Fairfield University   2009 — 2012
B.S, Finance/Accounting

Long Island University, C.W. Post Campus   2008 — 2009

Alexander Bauman Alexander Bauman Princeton, New Jersey Details
Alexander Bauman's Wall Street Access Experience June 2011 - August 2011
Job Wealth Management Intern at Morgan Stanley
Industry Investment Banking
Experience
The Pennington School Investment Club   September 2011 - June 2012
Roundview Capital, LLC  May 2012 - May 2012
Wall Street Access   June 2011 - August 2011

Skills
Microsoft Excel, Mathematics, Communication, Avid Golfer, Tennis, PowerPoint, Guitar, Piano, Time Management, Public Speaking, Social Networking, Event Planning, Research, Teamwork

Education
Cornell University   2014 — 2016
Bachelor of Science (B.S.), Applied Economics and Management, 3.89

Indiana University - Kelley School of Business   2012 — 2014
Finance

The Pennington School   2009 — 2012
High School Diploma, College Prep

Nicole Mauro Nicole Mauro Greater New York City Area Details
Nicole Mauro's Wall Street Access Experience June 2006 - April 2011
Job Lloyd's Bank
Industry Financial Services
Experience
Lloyds Bank  2014 - Present
MF Global  January 2011 - November 2011
Wall Street Access   June 2006 - April 2011

Skills
Series 7, Trading, Bloomberg, Series 63, Financial Modeling, Financial Analysis, Bonds, Asset Management, Equities, Financial Markets, Securities, Investments, Fixed Income, Investment Banking, Hedge Funds, Options, Capital Markets, Portfolio Management, Investment Strategies, Mutual Funds, Alternative Investments, Derivatives, Wealth Management, Financial Services, Electronic Trading, Trading Systems, Equity Trading

Education
Northeastern University   2001 — 2005
BA, International Business/Management

Gib Veconi Gib Veconi Greater New York City Area Details
Gib Veconi's Wall Street Access Experience November 1995 - November 2001
Job President, Peridrome Corporation
Industry Financial Services
Experience
Peridrome Corporation   February 2007 - Present
Lord Abbett & Co.   February 2004 - February 2007
Wall Street Access   November 1995 - November 2001
SCP Communications  1993 - 1995

Skills
IT Management, Financial Technology, Retail Brokerage, Enterprise Architecture, Software Design, Wealth Management, Call Center, IT Strategy, Brokers, Web Development, Personal Financial..., Startup Development, Community Organizing, Securities, Equities, Fixed Income, Asset Management, Investments, Call Centers, Financial Services, Portfolio Management, Options, Mutual Funds, Financial Advisory, Trading, Investment Management, FINRA, Investment Advisory, Alternative Investments, Asset Allocation, Separately Managed..., Investment Strategies, Strategic Financial..., Retirement Planning, Retirement, Hedge Funds, 401k, Wealth Management...

Education
City University of New York City College   1983 — 1986
BFA, Summa cum laude, Fine Arts

Keith Keenan Keith Keenan Caldwell, New Jersey Details
Keith Keenan's Wall Street Access Experience January 2002 - January 2007
Job Equity Derivative Portfolio Manager at Private Family Office
Industry Investment Management
Experience
Private Family Office  January 2012 - Present
Private Family Office  January 2007 - January 2012
Wall Street Access   January 2002 - January 2007
Wall Street Access   January 2000 - January 2002
Wall Street Access   January 1997 - January 2000
Waterhouse Securities  January 1995 - January 1997

Skills
Derivatives, Options, Bloomberg, Trading, Equities, Portfolio Management, FX Options, Commodity, Risk Management, Financial Risk, Mutual Funds, Proprietary Trading, Hedging, Options Strategies, Analysis, Series 4, 7, 55, 63

Education
Fordham University   1991 — 1995
B.A, History

Marianna Moss Marianna Moss Denver, Colorado Details
Marianna Moss's Wall Street Access Experience March 1999 - March 2000
Job Owner at Moss Law Firm
Industry Law Practice
Experience
Moss Law Firm   June 2008 - Present
Jacobs Chase  May 2007 - May 2008
Quarles & Brady LLP  August 2006 - May 2007
United States District Court  September 2005 - August 2006
Kramer Levin Naftalis & Frankel LLP  June 2004 - August 2004
Blue Barn Interactive   March 2000 - May 2001
Wall Street Access   March 1999 - March 2000
Compass Computer Solutions, Inc.   March 1998 - March 1999

Skills
Civil Litigation, Litigation, Employment Litigation, Commercial Litigation, Employment Law, Discrimination, Trade Secrets, Criminal Law, Dispute, Family Law, Intellectual Property, Arbitration, Trials, Legal Research, Corporate Law, Fraud, Criminal Defense, Legal Writing

Education
Fordham University School of Law   2002 — 2005
J.D.

Nicole Shumpert Nicole Shumpert Greater New York City Area Details
Nicole Shumpert's Wall Street Access Experience February 2002 - August 2002
Job Director, US Treasuries Product Manager at TradeWeb
Industry Financial Services
Experience
Tradeweb  February 2014 - Present
TradeWeb  December 2005 - February 2014
Lynch, Jones & Ryan/Instinet   April 2003 - July 2005
Wall Street Access   February 2002 - August 2002
M.H. Meyerson   May 1996 - February 2002

Skills
Electronic Trading, US Treasuries, Fixed Income, Bonds, Trading Systems, Financial Markets, Market Data, Series 7, Bloomberg, Trading, Capital Markets, Series 63, Hedge Funds, Securities, Series 53, Municipal Bonds, Bond Markets, Relationship Management, Transition Management, Government Agencies, Asset Management, Central Banks, Dealer Relationships, Broker-Dealer, FINRA, Investments, Financial Services

Education
New England College

Boston Latin School

Mickey OBrien Mickey OBrien Greater New York City Area Details
Mickey OBrien's Wall Street Access Experience November 1998 - May 2001
Job Sr Adminstrative Assistant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  May 2001 - Present
Wall Street Access   November 1998 - May 2001
Victory Memorial Hospital, Bklyn   1996 - 1998

Skills
Lotus Notes, Outlook, Administrative..., Access, Microsoft Excel, Spreadsheets, PeopleSoft, PowerPoint, Banking, Microsoft Office, Microsoft Word

Education
St. John's University   1997 — 1997
Computer Studies

Notre Dame College, SI, NY   1967 — 1968

Kaye-Ann Grant Kaye-Ann Grant Greater New York City Area Details
Kaye-Ann Grant's Wall Street Access Experience August 1997 - August 1998
Job
Industry Investment Management
Experience
Prudential Financial  January 2013 - Present
Ivy Exec (IvyExec.com)   November 2010 - January 2013
HSBC Bank USA  November 2002 - March 2010
HSBC Securities  August 1998 - November 2002
Wall Street Access   August 1997 - August 1998

Education
Cornell University - S.C. Johnson Graduate School of Management
MBA

Saint John's University
Bachelor of Arts

Bob Ai Bob Ai Greater New York City Area Details
Bob Ai's Wall Street Access Experience January 2006 - February 2007
Job Senior Biotech Analyst at Wallachbeth Capital LLC
Industry Financial Services
Experience
Wallachbeth Capital LLC   July 2013 - Present
Independent  July 2012 - June 2013
Aoxing Pharmaceutical Company   February 2011 - June 2012
Merlin Nexus   March 2007 - January 2011
Wall Street Access   January 2006 - February 2007
Bennett Lawrence   March 2004 - December 2005
Merlin Biomed Group   September 2001 - March 2004

Skills
Equity Research, Private Equity, Business Development, Hedge Funds, Corporate Finance

Education
Penn State University
MBA, Finance, General

Penn State University
PhD, Molecular Biology

Sun Yat-Sen University
BS, Botany/Plant Biology

J Chiarelli J Chiarelli Greater New York City Area Details
J Chiarelli's Wall Street Access Experience July 2007 - September 2008
Job
Industry Financial Services
Experience
Chiarelli and Company, LLC   May 2014 - Present
Sanuwave, Inc.   February 2013 - April 2014
Auriga USA, LLC  2011 - January 2013
Chiarelli Healthcare Select Fund   March 2011 - June 2011
Chiarelli & Company, LLC   April 2009 - March 2011
Clarent Hospital Corporation   April 2001 - October 2009
Wall Street Access   July 2007 - September 2008
Oppenheimer & Co  August 2003 - October 2005
Blaylock & Partners  January 2002 - February 2003
JP Morgan  February 1995 - February 2001

Skills
Research, Equities, Series 7, Hedge Funds, Equity Research, Capital Markets, Securities, Fixed Income, Investments, Alternative Investments, Series 63

Education
Cornell University - S.C. Johnson Graduate School of Management   1993 — 1993

Manhattan College
BBA

University of Hawaii - Shidler College of Business
MBA

Rob Trimble Rob Trimble Greater New York City Area Details
Rob Trimble's Wall Street Access Experience February 2012 - Present
Job Vice President at Wall Street Access
Industry Financial Services
Experience
Wall Street Access   February 2012 - Present
Knight Capital Group  June 2011 - March 2012
Goldman Sachs  January 1996 - March 2010

Education
University of Rhode Island   1987 — 1991

James Schiro James Schiro Greater New York City Area Details
James Schiro's Wall Street Access Experience 2001 - 2004
Job Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company  July 2014 - Present
Inpoint an Aon company  January 2010 - May 2012
UBS  June 2007 - December 2009
Dillon Read Capital Management  June 2006 - June 2007
GAMCO Investors  August 2005 - June 2006
GAMCO  2005 - 2006
Allen & Co.   2004 - 2004
Wall Street Access   2001 - 2004

Skills
Business Strategy, Insurance, Strategic Planning, Customer Relations, Excel, Analysis, PowerPoint, Microsoft Office, New Business Development, Word, Management Consulting, Data Analysis, Competitive Analysis, Mergers, Outlook, Team Leadership, Banking, Business Analysis, Financial Analysis, Microsoft Excel, Risk Management, Marketing, Mergers & Acquisitions

Education
NYU Stern School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance

Boston College   2001 — 2005
Bachelor of Arts, English

The Hun School of Princeton   1997 — 2001

F. Scott Fitzgerald F. Scott Fitzgerald West Wareham, Massachusetts Details
F. Scott Fitzgerald's Wall Street Access Experience September 2009 - January 2010
Job System and Database Administrator at EdgeTech
Industry Information Technology and Services
Experience
EdgeTech  July 2013 - Present
The Charlton Group, Inc.   March 2013 - June 2013
Nestle Waters  February 2012 - October 2012
Nestle Waters  August 2011 - February 2012
Loomis Sayles and Company   January 2010 - September 2010
Wall Street Access   September 2009 - January 2010
Essex Investment Management  September 2007 - September 2009
State Street  2005 - 2007

Skills
Network Administration, Project Management, Vendor Management, Microsoft SQL Server, VMware, Business Analysis, Linux, Networking, SQL, Active Directory, UCCE, Computer Hardware, Access, .NET, Powershell, SCCM, Bash, MySQL, Computer Security, VPN, Troubleshooting

Education
Syracuse University   2001 — 2005
Bachelor of Science, Computer Science

Martin Buoniconti Martin Buoniconti Greater Boston Area Details
Martin Buoniconti's Wall Street Access Experience December 1993 - May 1996
Job VP Trading Systems
Industry Investment Management
Experience
Wellington Management Company  January 2006 - Present
State Street Global Markets  January 2000 - January 2006
J.L. Kaplan, Ltd.   June 1999 - June 2000
Pinnacle Associates, Ltd.   May 1998 - June 1999
J.P. Morgan Investment Management   May 1996 - May 1998
Wall Street Access   December 1993 - May 1996
Aetna Life & Casualty  June 1991 - December 1993

Skills
Trading Systems, Bloomberg, Fixed Income, Electronic Trading, Hedge Funds, Equities, Derivatives, FX Options, Mutual Funds, Series 7, Financial Markets, Trading, Credit Derivatives, Market Data, Series 63

Education
Fordham Gabelli School of Business   1994 — 1998
MBA, Finance

Union College   1986 — 1990
BA, Economics

Albert Klyachko Albert Klyachko Greater New York City Area Details
Albert Klyachko's Wall Street Access Experience September 2003 - December 2004
Job Vice President, Data Analytics & Trading at Varick Media Management
Industry Online Media
Experience
Varick Media Management  August 2015 - Present
Varick Media Management  August 2014 - Present
Varick Media Management  July 2013 - July 2014
Varick Media Management  January 2012 - July 2013
Datran Media  July 2008 - August 2011
Datran Media  June 2006 - July 2008
Datran Media  March 2005 - June 2006
Wall Street Access   September 2003 - December 2004

Skills
Microsoft Excel,..., SAS, SQL, OLAP, Nielsen AdRelevance, Google Insights, Salesforce, Microsoft Excel, PowerPoint, Salesforce.com, Data Analysis, Analytics, Analysis, Digital Marketing, Email Marketing, Advertising, Digital Strategy, Online Advertising

Education
New York University   2000 — 2004
Bachelor of Arts, Mathematics and Economics

Michael V. Pitruzzello Michael V. Pitruzzello Greater Los Angeles Area Details
Michael V. Pitruzzello's Wall Street Access Experience May 2010 - March 2012
Job Executive
Industry Financial Services
Experience
Prospect Private Partners   March 2012 - December 2014
Wall Street Access   May 2010 - March 2012
BGC Partners  June 2008 - May 2010
Golden Anchor Trading LLC   September 2007 - June 2008
Kellogg Capital Group  August 2005 - September 2007
Janssen, Pharmaceutical Companies of Johnson and Johnson  February 2004 - August 2005

Skills
Options, Volatility, Derivatives, Brokerage, Trading, Hedge Funds, Equities, Trading Strategies, ETFs, Securities, Portfolio Management, Financial Markets, Equity Derivatives, Equity Trading, Series 7

Education
Marist College   1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration/Finance

Yorktown High School

Kevin Comer Kevin Comer Greater New York City Area Details
Kevin Comer's Wall Street Access Experience October 1999 - February 2004
Job SAAS Enterprise Account Executive
Industry Information Technology and Services
Experience
FinancialForce.com  April 2015 - Present
Trintech  April 2013 - April 2015
EMC  April 2010 - April 2013
JPMorgan Chase  December 2008 - April 2010
The Hartford/Planco  February 2007 - December 2008
Dreyfus  February 2004 - February 2007
Wall Street Access   October 1999 - February 2004
New York City Employees Retirement System  September 1996 - September 1999

Skills
SaaS, Financial Services, Enterprise Software, Mutual Funds, Series 7, Sales, Cloud Computing, Investments, Asset Management, Wealth Management, Equities, Salesforce.com, Hedge Funds, Financial Advisory, Portfolio Management, Sarbanes-Oxley Act

Education
MBA- Long Island University   2005 — 2010
M.B.A, Business Administration and Management, General

St. Francis College   1995 — 1999
BA, History

Bishop Ford   1991 — 1995
General, General

Robert Malena Robert Malena Greater New York City Area Details
Robert Malena's Wall Street Access Experience June 1999 - September 2004
Job Director Sales at Professional Sports Publications
Industry Financial Services
Experience
Professional Sports Publications  September 2004 - Present
Pro sports publications   2004 - 2008
Pro sports publications   2004 - 2008
Wall Street Access   June 1999 - September 2004

Education
Baruch College, City University of New York (CUNY)

Peter Lobravico Peter Lobravico Greater New York City Area Details
Peter Lobravico's Wall Street Access Experience April 2000 - Present
Job Owner/Operator at Interim Healthcare of Northern Ocean County
Industry Financial Services
Experience
Interim HealthCare of Northern Ocean County   June 2013 - Present
Wall Street Access   April 2000 - Present
Aegean Securities   April 1999 - February 2000

Skills
Certified Senior...

Education
Eckerd College   1992 — 1996
Bachelor of Arts (B.A.), Economics

Steven Mastronardi Steven Mastronardi Greater New York City Area Details
Steven Mastronardi's Wall Street Access Experience October 2002 - March 2005
Job Associate at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals  January 2007 - Present
Fulcrum Global Partners  March 2005 - March 2006
Wall Street Access   October 2002 - March 2005
Merrill Lynch  March 1983 - September 2002
Donalson Lufkin and Jenrette   April 1976 - February 1983
KPMG Peat Marwick  July 1973 - February 1976

Skills
Financial Analysis, Securities, Investments, Credit, Auditing, Tax, Hedge Funds, Bloomberg

Education
Syracuse University - Martin J. Whitman School of Management   1969 — 1973
BS, Accounting

Jared Scheer Jared Scheer Greater New York City Area Details
Jared Scheer's Wall Street Access Experience November 2012 - Present
Job Systems Engineer
Industry Financial Services
Experience
Wall Street Access   November 2012 - Present
Rodman & Renshaw  May 2011 - August 2012
Hudson Securities  March 2006 - July 2011
UBS  August 2005 - March 2006
UBS Capital Markets   November 2004 - August 2005
Charles Schwab Capital Markets   1993 - 2004
Mayer & Schweitzer   1991 - 1993

Skills
Trading Systems, Electronic Trading, Equity Trading, Equities, Market Data, Bloomberg, Capital Markets, Fixed Income, Hedge Funds, MDSL, Contract Management, Vendor Management, IPC, ThomsonOne, Sungard, FIX, Eze Castle, Telecommunications, Connectivity, Nortel, Avaya, 3Com NBX, OTC Markets, Fidessa, Charles River IMS, Facilities Management, Verizon, BT Radianz, Infrastructure, Securities, Investment Banking, Trading, Stocks, Financial Services, Trading System, Prime Brokerage, Data Center, Trading Strategies, Derivatives, Equity Derivatives, Financial Markets, Proprietary Trading, Technical Analysis, Integration, Equity Research, FX trading, FX Options, IT Management, CRM, Order Management

Education
City University of New York-College of Staten Island   1988 — 1991
Associate of Science (A.S.), Electrical and Electronics Engineering

Bobby Clark Bobby Clark Greater New York City Area Details
Bobby Clark's Wall Street Access Experience October 2007 - March 2009
Job Vice President Institutional Sales at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann  August 2011 - Present
Boenning & Scattergood, Inc.   March 2009 - August 2011
Wall Street Access   October 2007 - March 2009
E*TRADE Financial  2004 - 2007
Logan Capital Management, Inc.   1999 - 2004

Education
Franklin & Marshall College   1990 — 1994

Episcopal Academy   1978 — 1990

Eugene Riggio Eugene Riggio Greater New York City Area Details
Eugene Riggio's Wall Street Access Experience February 2011 - February 2012
Job Wilmington Capital Securities
Industry Financial Services
Experience
WhoTrades, Inc.   February 2014 - May 2015
Wall Street Access   February 2011 - February 2012
LaBranche & Co.   August 2005 - February 2011

Skills
Series 7, Management, Equities, Trading, Hedge Funds, Investments, Securities, Fixed Income, Investment Banking, Financial Markets, Capital Markets, Bloomberg

Education
State University of New York College at Cortland   1987 — 1992
bachelor of science, economics and management science

Corey McGuire, CFA Corey McGuire, CFA Greater New York City Area Details
Corey McGuire, CFA's Wall Street Access Experience 2005 - 2008
Job Investment Planning Group
Industry Investment Management
Experience
Goldman Sachs Private Wealth Management - Ayco Company   2009 - Present
Wall Street Access   2005 - 2008
Fitch Ratings  2002 - 2005
Prudential Capital Group  2000 - 2001
Peoples Bank  1999 - 2000
US Army  1993 - 1999

Skills
Chartered Financial..., Portfolio Management, Equities, Financial Modeling, Investments, Fixed Income, Hedge Funds, Investment Management, Asset Allocation, Securities, Mutual Funds, Financial Markets, Series 7, Bonds, Wealth Management, Emerging Markets

Education
The University of Connecticut School of Business   1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General

University of Connecticut   1995 — 1999
BS, Business Administration - Major in Finance

Pantelis Colakis Pantelis Colakis Greater New York City Area Details
Pantelis Colakis's Wall Street Access Experience November 2007 - November 2011
Job Head of Business Development at General Cybernetics, Inc.
Industry Information Technology and Services
Experience
General Cybernetics, Inc.   September 2013 - Present
Copenhagen Business School  September 2012 - August 2013
Wall Street Access   November 2007 - November 2011
Wall Street Access   January 2010 - November 2010
Wall Street Access   November 2007 - February 2010
Bear, Stearns & Co.   June 2006 - August 2006
Clarksons Hellas   June 2005 - August 2005

Skills
Mergers, Mergers & Acquisitions, Financial Modeling, Investments, Finance, Corporate Finance, Spelling, Hedge Funds, Analysis, Counting, Financial Risk, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Derivatives, Financial Markets, Valuation, Risk Management, Alternative Investments, Public Speaking, Bloomberg Terminal, Teamwork, Equity Research, Due Diligence, Investment Strategies, Private Equity, Accounting, Strategy, Financial Analysis, Trading, Asset Management, Equities, Portfolio Management, Economics, Venture Capital

Education
Copenhagen Business School   2012 — 2013
MBA

Boston University Questrom School of Business   2003 — 2007
BsBA, Finance

Paul DeCaprio Paul DeCaprio Greater New York City Area Details
Paul DeCaprio's Wall Street Access Experience October 2003 - February 2005
Job Compliance Consultant at SKY Harbor Capital Management, LLC
Industry Law Practice
Experience
SKY Harbor Capital Management, LLC  November 2012 - Present
Equus Financial Consulting LLC   February 2009 - Present
Pegasus Capital Advisors  June 2012 - December 2013
Carter Ledyard & Milburn LLP  May 2006 - February 2009
E*TRADE Financial  February 2005 - May 2006
Wall Street Access   October 2003 - February 2005
Josephthal & Co., Inc.   January 2000 - October 2003
Prudential Financial  1994 - 1997
Prudential Financial  1994 - 1997
Prudential Financial  1994 - 1997

Skills
FINRA, Series 24, SEC compliance, USA PATRIOT Act, SEC regulations, CRD, Restricted Stock, Hedge Funds, SEC, Corporate Law, Securities, Securities Regulation, Options, AML, Financial Services, Anti Money Laundering

Education
Pace University School of Law   1989 — 1992
JD, Law

University of Richmond   1978 — 1982
BA, History

Dion Waldow Dion Waldow Greater New York City Area Details
Dion Waldow's Wall Street Access Experience VICE PRESIDENTWall Street AccessJanuary 2007 - Present
Job at Wall Street Access
Industry Financial Services
Experience
Wall Street Access   VICE PRESIDENTWall Street AccessJanuary 2007 - Present
Wall Street Access   2008 - 2009
Prudential  2000 - 2005

Education
University of Arizona

Dion Waldow Dion Waldow Greater New York City Area Details
Dion Waldow's Wall Street Access Experience January 2008 - June 2011
Job Director at Guggenheim Capital Markets
Industry Financial Services
Experience
Guggenheim Capital Markets  July 2011 - Present
Guggenheim Partners  July 2011 - Present
Wall Street Access   January 2008 - June 2011
Wachovia Capital Markets  2000 - 2007
Wachovia  April 2001 - December 2006
Prudential Financial  2000 - 2003
GARBAN   1998 - 2000
Cantor Fitzgerald  1993 - 2000

Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Hedge Funds, Securities, Equities, Risk Management, Structured Products, Bloomberg, FINRA, Financial Modeling, Trading, Derivatives, Alternative Investments, Electronic Trading, Wealth Management, Investment Banking, Financial Markets, Series 24, Asset Management, Options, Credit Derivatives, Swaps

Education
University of Arizona   1989 — 1991
BUSINESS

patrick kellachan patrick kellachan Greater New York City Area Details
patrick kellachan's Wall Street Access Experience July 2005 - November 2008
Job DirectorEquity Sales Trading at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey  July 2012 - Present
B. Riley & Co.   October 2011 - June 2012
Merriman Capital   January 2009 - October 2011
Wall Street Access   July 2005 - November 2008
Merrill Lynch  March 2004 - July 2005
Morgan Stanley  August 1993 - March 2004

Skills
Series 7, Series 63, Hedge Funds, Equities, Capital Markets, Trading, Bloomberg, Securities, Equity Trading, Investments, Fixed Income, Series 24

Education
University of Scranton   1987 — 1991
b.s, political science

iona prep

iona prep

Hal Rose, CFP, AIF Hal Rose, CFP, AIF Greater New York City Area Details
Hal Rose, CFP, AIF's Wall Street Access Experience 1990 - 1995
Job President, 401kDIRECT, LLC
Industry Financial Services
Experience
401kDIRECT, LLC   January 2015 - Present
PAI  August 2011 - November 2012
ExpertPlan  July 2010 - August 2011
SunAmerica Retirement Markets  January 1999 - July 2010
Wall Street Access   1990 - 1995

Skills
401k, Series 63, Mutual Funds, Retirement Planning, Series 7, Retirement, Series 6, Wealth Management, Financial Services, Investments, Relationship Management, Defined Benefit, Pensions, Finance, ERISA, Retirement Plan..., Series 24

Education
Franklin Pierce University
BA, Business

Terence Barry Terence Barry Greater New York City Area Details
Terence Barry's Wall Street Access Experience January 1994 - December 2002
Job Institutional Sales at Robotti & Company
Industry Financial Services
Experience
Robotti & Company  January 2003 - Present
Wall Street Access   January 1994 - December 2002

Skills
Equities, Strategic Planning, Sales, Leadership, Financial Modeling, Portfolio Management, Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Financial Analysis

Education
Fordham University   1988 — 1992
Bachelor of Science (B.S.), Finance, Economics

Felicia Rose Felicia Rose Greater New York City Area Details
Felicia Rose's Wall Street Access Experience January 2011 - October 2011
Job Procurement Specialist at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc.   October 2011 - Present
Wall Street Access   January 2011 - October 2011
Goldman Sachs  July 2000 - December 2010

Skills
Microsoft Office, Scheduling, Project Planning, Travel Planning, Office Administration, Process Scheduler, PowerPoint, SAP, Outlook

Education
City University of New York-Brooklyn College   2007 — 2010
Business

Abraham Lincoln High School   2003 — 2007

Jeffrey Fahs Jeffrey Fahs Greater New York City Area Details
Jeffrey Fahs's Wall Street Access Experience December 2000 - September 2003
Job Chief Compliance Officer, Chase Wealth Management at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2014 - Present
Citibank, Citigold Wealth Management   June 2009 - September 2014
Citi Smith Barney  August 2005 - June 2009
JPMorgan Chase  2003 - 2005
Wall Street Access   December 2000 - September 2003

Skills
Compliance, Risk Management, Corporate Governance, Due Diligence, FINRA, AML, Securities, Series 24, Series 7, Alternative Investments, Hedge Funds, Securities Regulation, Capital Markets, Investments, Mutual Funds, Equities, Wealth Management, OFAC, KYC, Asset Managment, USA PATRIOT Act, Fixed Income, Investment Advisory, Private Equity, Financial Regulation, Financial Risk, Operational Risk..., Financial Services, Asset Management, Operational Risk, Derivatives, Series 63, Financial Markets, Investment Banking, Structured Products

Education
St. John's University School of Law   1992 — 1995
JD, Law

Messiah College   1988 — 1992
BS, Economics

Dana Pascucci Dana Pascucci Greater New York City Area Details
Dana Pascucci's Wall Street Access Experience September 2012 - Present
Job Institutional Sales at Wall Street Access
Industry Financial Services
Experience
Wall Street Access   September 2012 - Present
Rodman & Renshaw  2007 - September 2012
Schwab Institutional  1998 - 2006

Education
Arizona State University   1993 — 1998
BIS

Governors Academy

Colleen Kelleher Sorrentino, CFA Colleen Kelleher Sorrentino, CFA Greater New York City Area Details
Colleen Kelleher Sorrentino, CFA's Wall Street Access Experience 1991 - Present
Job Managing Director at Wall Street Access Wealth Management
Industry Financial Services
Experience
Wall Street Access   1991 - Present
Wall Street Access   January 1995 - 2012

Skills
Hedge Funds, Investments, Wealth Management, Private Equity, Equities, Financial Services, Alternative Investments, Fixed Income, Capital Markets, Trading, Mutual Funds, Retirement Planning, Portfolio Management, Bonds, Financial Advisory, ETFs, Estate Planning, Series 7

Education
New York University   1997 — 1998
Master of Business Administration (MBA), Finance, General

University of Rochester   1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government & Art History

Poly Prep C.D.S

Jay Ryan Jay Ryan Greater New York City Area Details
Jay Ryan's Wall Street Access Experience 2005 - 2009
Job Sr. Sales, Marketing, & Communications Executive
Industry Financial Services
Experience
Kilfinane Capital Associates, Inc.   October 2010 - Present
William O'Neil + Company   March 2013 - June 2015
East Shore Partners   March 2009 - September 2010
Wall Street Access   2005 - 2009

Skills
FINRA Series 7,55,63,..., Alternative Investments, Relationship Management, Team Building, Fixed Income, Trading, Investments, Bloomberg, Asset Managment, Derivatives, Investment Management, Portfolio Management, Private Equity, Capital Markets, Series 63, Wealth Management, Start-ups, Mergers & Acquisitions, FINRA, Asset Management, Equity Research, CRM, Financial Services, Investment Strategies, Series 24, Business Development, Mutual Funds, Corporate Finance, Financial Markets, Asset Allocation, Emerging Markets, Equity Trading, Structured Finance, Investment Banking, Bonds, ETFs, Institutional..., Structured Products, Investor Relations, Venture Capital, Financial Structuring, Electronic Trading

Education
Fordham University School of Law   1981 — 1984
J.D., Law

Harvard University   1977 — 1981
A.B. cum laude, American History & East Asian Studies

Simi Katragadda Simi Katragadda New York, New York Details
Simi Katragadda's Wall Street Access Experience June 2008 - April 2010
Job Senior Consultant at Kurt Salmon
Industry Management Consulting
Experience
Kurt Salmon  August 2012 - Present
Kurt Salmon  June 2011 - July 2011
Wall Street Access   June 2008 - April 2010
Wall Street Access   January 2007 - June 2008
Mera Pyar   June 2006 - November 2006

Education
Columbia University - Columbia Business School   2010 — 2012
MBA

Cornell University   2003 — 2006
B.S., Applied Economics and Management

Peter McDonald, CFA Peter McDonald, CFA Greater New York City Area Details
Peter McDonald, CFA's Wall Street Access Experience August 2007 - December 2009
Job at Auriga USA, LLC
Industry Financial Services
Experience
Auriga USA, LLC  January 2010 - June 2012
Wall Street Access   August 2007 - December 2009
American Technology Research  March 2006 - August 2007

Education
Fordham Gabelli School of Business   1997 — 1999
MBA

State University of New York College at Geneseo   1991 — 1995
BS, Chemistry

Anthony Torna Anthony Torna Greater New York City Area Details
Anthony Torna's Wall Street Access Experience 2003 - 2007
Job Private Investor, Financial Services and Business Development
Industry Financial Services
Experience
Wall Street Access   2003 - 2007
UBS  1999 - 2003
Gabelli & Company, INC   1991 - 1997

Education
Columbia University - Columbia Business School   1997 — 1999
MBA, Finance

Fairfield University   1987 — 1991
B.A., Economics

Fordham Prep   1984 — 1987

Robert Giglio Robert Giglio Eatontown, New Jersey Details
Robert Giglio's Wall Street Access Experience April 2013 - Present
Job
Industry Investment Management
Experience
Wall street Access   April 2013 - Present
Murphy & Durieu  April 2007 - May 2013
Head of Equity Sales   January 2000 - March 2007

Skills
Investments, Series 7, Trading, Series 63, Equities, Securities, Capital Markets, Bonds, Equity Trading, Options, Financial Markets, Hedge Funds, Electronic Trading, Microsoft Excel, Derivatives

Education
State University of New York College at Brockport

Mark Gardyn Mark Gardyn Greater New York City Area Details
Mark Gardyn's Wall Street Access Experience 2006 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Oscar Gruss  2007 - 2010
Wall Street Access   2006 - 2007
Foresight Research  2005 - 2006
Mercantile Bank  2001 - 2005

Skills
Investments, Portfolio Management, Equities, Capital Markets, Financial Modeling, Fixed Income, Asset Management, Hedge Funds, Equity Research

Education
The Johns Hopkins University - Carey Business School
MBA, Finance

Al Ming Al Ming New York, New York Details
Al Ming's Wall Street Access Experience May 2004 - November 2004
Job Senior Director of Product Architecture at The New York Times
Industry Internet
Experience
The New York TImes  September 2013 - Present
The New York Times  March 2012 - August 2013
Thomson Reuters  February 2005 - March 2012
Wall Street Access   May 2004 - November 2004
Fox-Pitt, Kelton  November 2002 - May 2003
PricewaterhouseCoopers  May 1998 - February 2002

Skills
Lean Product Development, Product Management, Product Discovery, Agile Methodologies, Digital Strategy, Design Thinking, Change Management, Rapid Prototyping, User Experience, User-centered Design, Digital Media, Social Media, Audience Development, Mobile Applications, Advertising, Process Improvement, Project Management, Organizational..., Social Psychology, User Interface Design, CMS, CSS, jQuery, HTML, JavaScript, Web Development, Web Analytics, PHP, Kanban, HTML5, XHTML, JSON, Node.js, ActionScript, Java, JSP, JSTL, SQL, XML, Photoshop, Illustrator, Flash, Dreamweaver

Education
New York University
B.A., Computer Science

School of Visual Arts

Silicon Valley Product Group
Workshop

Kevin Spellman Kevin Spellman Greater New York City Area Details
Kevin Spellman's Wall Street Access Experience May 2010 - March 2011
Job Senior Vice President at MINT Partners
Industry Financial Services
Experience
MINT Partners   October 2012 - Present
Momentum Trading Partners   April 2011 - August 2012
Wall Street Access   May 2010 - March 2011
BGC Partners  May 2008 - May 2010
STR Specialists LLC   2007 - 2008
Bear Wagner Specialists  January 2005 - September 2007

Skills
Options, Derivatives, Electronic Trading, ETFs, Trading, Equities

Education
Cold Spring Harbor HS

University of Dayton

Jack Williamson, MBA Jack Williamson, MBA Greater New York City Area Details
Jack Williamson, MBA's Wall Street Access Experience May 2004 - August 2004
Job Client Engagement Manager at Verisk Analytics
Industry Financial Services
Experience
Verisk Analytics  March 2014 - Present
The Hartford  2012 - Present
Bank of New York Mellon  2006 - 2012
Harris Direct  2005 - 2006
Wall Street Access   May 2004 - August 2004

Skills
Series 7, Mutual Funds, Risk Management, Fixed Income, Investments, Series 63, Equities, Finance, Asset Managment, Strategic Financial..., Financial Analysis, Relationship Management, Financial Services, Securities, Portfolio Management, Derivatives, Wealth Management, Trading, Asset Allocation, Retirement, Mortgage Lending, Six Sigma

Education
Saint John's University - Peter J. Tobin College of Business   2010 — 2012
MBA, Risk Management

Purdue University   1999 — 2004
BS, Sales Management

Villanova University
Six Sigma Green Belt

Richard Saporito Richard Saporito Greater New York City Area Details
Richard Saporito's Wall Street Access Experience May 1995 - June 1998
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  April 2005 - Present
MetLife  April 2000 - April 2005
AIG Royal Alliance  July 1998 - March 2000
Wall Street Access   May 1995 - June 1998
Waterhouse Securities, Incorporated, New York, NY   February 1993 - April 1995

Education
Rutgers University-New Brunswick   1988 — 1992
BA, Economics

Ann Marie Hartnett Ann Marie Hartnett Greater New York City Area Details
Ann Marie Hartnett's Wall Street Access Experience March 1987 - October 2002
Job Human Resources Director at A Very Special Place Inc
Industry Nonprofit Organization Management
Experience
A Very Special Place Inc  December 2002 - Present
Wall Street Access   March 1987 - October 2002

Education
Pace University - Lubin School of Business
Bachelors, Business Administraiton in Human Resources

Jeffrey Neaman Jeffrey Neaman Greater New York City Area Details
Jeffrey Neaman's Wall Street Access Experience March 2008 - September 2011
Job Investment grade corporate bond trader at David William
Industry Financial Services
Experience
David William   September 2012 - Present
The PrinceRidge Group  October 2011 - July 2012
Wall Street Access   March 2008 - September 2011
Jefferies & Company  August 2006 - March 2008
Jefferies & Company/Bonds Direct/Mellon Securities   December 2001 - August 2006

Skills
Series 7, Series 63, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Sell Side, Trading, Settlement, Account Reconciliation, Clearing

Education
Muhlenberg College   1997 — 2001
Bacherlors, Business Administration

Alease Chabrak Alease Chabrak Greater New York City Area Details
Alease Chabrak's Wall Street Access Experience June 1992 - December 1994
Job Senior Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  April 2012 - Present
Great Scott Financial   April 2006 - August 2011
Wachovia Securities  December 1994 - April 2004
Wall Street Access   June 1992 - December 1994

Skills
Series 7, Series 63, Series 24, Series 9, Series 10

Education
Moravian College   1984 — 1988
BA, Business Management

John Dawson John Dawson New York, New York Details
John Dawson's Wall Street Access Experience February 2007 - December 2007
Job Investment Management Professional
Industry Investment Management
Experience
LDR Capital Management   2012 - Present
U.S. Trust   2007 - 2011
Wall Street Access   February 2007 - December 2007
Graham & Dodd Value Fund   September 2006 - August 2007
The Stanford Group   2003 - 2005
Brean Murray, Carret & Co.   2002 - 2003
Wasserstein Perella  1997 - 2001
Bankers Trust  1995 - 1997
Gerard Klauer Mattison  1993 - 1995
Chemical Bank of New York   1983 - 1986

Skills
Series 7, Series 66, Investment Management, Marketing, Institutional Investors, Series 63, Securities, Investments, Portfolio Management, Asset Managment, Financial Services, Finance, Institutional..., Valuation, Alternative Investments, Asset Management, Equity Research, Capital Markets, Bloomberg, Uniform Combined State..., Banking, Asset Allocation, Investment Strategies, Wealth Management, Fixed Income

Education
Columbia University in the City of New York   1978 — 1982
Bachelor of Arts, Political Science

Trinity School   1966 — 1978

Thomas Simonson Thomas Simonson Tuckahoe, New York Details
Thomas Simonson's Wall Street Access Experience April 2010 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
G-2 Trading  2011 - 2012
Wall Street Access   April 2010 - August 2011
LaBranche & Co.   July 2002 - July 2009

Skills
Series 7, Series 63, Equities, Equity Trading, Trading, Options, ETFs, Securities, Electronic Trading, Derivatives, Trading Systems, Investments, Bloomberg

Education
Baruch College
Bachelor of Business Administration (BBA), Finance, General

Richard Lee Richard Lee Colts Neck, New Jersey Details
Richard Lee's Wall Street Access Experience March 2006 - June 2011
Job FixedIncome Senior Executive
Industry Financial Services
Experience
Wall Street Access   March 2006 - June 2011
Tullett Prebon  2004 - 2005
Mellon Investor Services  September 2001 - December 2003
Gruntal and Co.   June 1990 - July 2001
KPMG  September 1987 - June 1990

Skills
Series 63, Series 7, CDO, Fixed Income, Trading Strategies, Trading, Bonds, Hedge Funds, Financial Services, Securities, Options, Bloomberg, Capital Markets, Equities, Settlement, Derivatives, Electronic Trading, Financial Markets, FINRA, Alternative Investments, Mutual Funds, Bloomberg Terminal, Investments, Asset Management, ETFs, Trading Systems, Hedging, Portfolio Management, Investment Management, Equity Research, Wealth Management, Investment Banking, Asset Allocation, Structured Products, Financial Modeling, Risk Management, Valuation, Series 24, Financial Risk, Investment Strategies, Equity Trading, FX Options, Credit Derivatives, Swaps, Institutional..., Private Equity, Equity Derivatives, CDS, Finance, Management

Education
Fairfield University   1983 — 1987
Bachelor Science, Accounting

Monsignor Farrell H.S.

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