WallachBeth Capital
Industry: Capital market company
DescriptionFounded: 2008 Subsidiaries: WallachBeth Capital, LLC, Research Division, WallachBeth Capital, LLC, Asset Management Arm
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WallachBeth Capital Employees
Protiviti August 2015 - Present
Seven Points Capital July 2014 - August 2015
WallachBeth Capital December 2013 - February 2014
Lincoln Financial Advisors April 2013 - September 2013
JOST Financial Management June 2012 - August 2012
Skills
Finance, Higher Education, Research, PowerPoint, Microsoft Office, Microsoft Excel, Economics, Public Speaking, Microsoft Word, Customer Service, Access, Portfolio Management, Accounting, Marketing, Leadership, Data Analysis, Analysis, Statistics, Equities, Investments, Trading
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics
WallachBeth Capital June 2009 - Present
Tullett Prebon December 1992 - April 2009
Skills
Derivatives, Equities, Options, Hedge Funds, Series 7, Electronic Trading, Trading, Equity Derivatives, Trading Systems, Fixed Income, Equity Trading, Financial Markets, Securities, Series 63, Bloomberg
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Economics, English Lit, Computer Science
WallachBeth Capital May 2013 - Present
BlackRock December 2009 - May 2013
Barclays Global Investors June 2009 - December 2009
Merriman Capital, Inc. January 2008 - June 2009
Skills
Asset Management, Mutual Funds, Trading, Business Development, Marketing, Sales, Series 7, Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 63, ETFs, Investments, Portfolio Management, Capital Markets, Asset Allocation, Bloomberg, Investment Strategies, Insurance, Asset Managment, Securities
Education
Hamilton College 1996 — 2000
BA, Mathematics and Spanish
Pace Academy 1990 — 1996
WallachBeth Capital April 2014 - Present
Jeep Management Consulting January 2012 - October 2014
Wells Fargo Securities May 2010 - November 2013
Sidoti and Company, LLC May 2008 - April 2010
GlaxoSmithKline May 2001 - 2008
Ecological Specialists, Incorporated September 1999 - October 2000
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Investments, Equities, Finance, Capital Markets, Portfolio Management, Strategy, Team Leadership, Six Sigma, Due Diligence, Corporate Finance, Analysis, DCF, Data Analysis, Series 7, Business Valuation, Business Analysis, Trading, Quantitative Analytics, Mutual Funds, Competitive Analysis, Mergers & Acquisitions, Problem Solving, Lean Manufacturing, Process Validation, Industry Analysis, Forecasting, Market Research, Excel, cGMP practices, cGMP manufacturing, Accounting, Financial Accounting, Cost Accounting, Culture Change, GAAP, Marketing Research, Competitive Intelligence, Business Intelligence, Market Intelligence, Cross-functional Team..., Project Management, Public Speaking, Publishing, Equity Valuation, Process Improvement, Leadership
Education
Washington University in St. Louis - Olin Business School 2004 — 2007
Master of Business Administration (M.B.A.), Investments, Corporate Finance, Accounting
Rockhurst University 1995 — 1998
BS, Biology
Saint John Vianney High School 1991 — 1995
ISE Holdings August 2015 - Present
WallachBeth Capital April 2014 - August 2015
Cowen & Company October 2011 - February 2014
RBC Capital Markets April 2008 - August 2011
CIBC World Markets July 2001 - April 2008
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS, Mechanical Engineering
East Providence High School 1994 — 1997
HS Diploma
WallachBeth Capital January 2014 - Present
J.P. Morgan 2013 - 2014
Goldman Sachs 2011 - 2013
Goldman Sachs 2009 - 2011
Goldman Sachs 2005 - 2009
Credit Suisse 2004 - 2005
Skills
Program Trading, Investment Sales, Fixed Income, Equities, Bloomberg, Hedge Funds, Financial Modeling, Derivatives, Capital Markets, Valuation, Trading, Investment Banking, Electronic Trading, Trading Systems, Series 7, Middle Office, Securities, Bloomberg Terminal, Market Data, Equity Derivatives, Hedging, Swaps, Series 63, ETFs, Operational Risk..., Quantitative Analytics, Trading Strategies, Prime Brokerage
Education
NYU Stern School of Business 2008 — 2011
MBA, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA, Economics
Wedbush Securities June 2015 - Present
WallachBeth Capital September 2014 - May 2015
MKM Partners July 2012 - March 2014
MKM Partners September 2010 - July 2012
Skills
Trading, Hedge Funds, Equities, Bloomberg, Securities, Series 7, Options, Fixed Income, FINRA, Series 63, Electronic Trading, Alternative Investments, Commodity
Education
SUNY Purchase 2006 — 2010
BA, Economics
No Limit Air September 2013 - Present
WallachBeth Capital October 2011 - November 2012
DLB Securities November 2010 - September 2011
WallachBeth Capital February 2010 - October 2010
Skills
ETFs, Options, Aviation, Private Aviation, Charter, Aircraft, Jets
Education
Fairfield University 1991 — 1995
BS, Finance
Bergen Catholic High School 1988 — 1991
J.P. Morgan July 2015 - Present
Sigma Chi Fraternity, Theta Theta January 2014 - December 2014
AlleyNYC June 2014 - August 2014
Sigma Chi Fraternity, Theta Theta January 2013 - December 2013
WallachBeth Capital May 2013 - August 2013
Unique Musique Entertainment May 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Analysis, Business Development, Marketing, Project Planning, Strategy, Data Analysis, Event Planning, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Marketing, Junior
Cerulli Associates August 2015 - Present
GE Capital June 2014 - August 2014
GE Capital January 2014 - January 2014
WallachBeth Capital May 2013 - August 2013
Magallan Tennis Academy June 2010 - January 2013
First Serve of the Palm Beaches October 2009 - June 2010
Skills
Management, Financial Analysis, Data Analysis, Economics, Bloomberg Terminal, Private Equity, FX Hedging, Financial Modeling, Statistical Modeling, Economic Research, Securities, Strategic Partnerships, Business Strategy, R, Organizational Behavior, Cost of Funds...
Education
Skidmore College 2011 — 2015
Bachelor of Science (B.S.), Management & Business, Economics
Universitat Pompeu Fabra 2014 — 2014
International Business
Kaplan College Preparatory School 2006 — 2011
High School Diploma, 3.96 un-weighted/ 4.4 weighted GPA
WallachBeth Capital July 2015 - Present
Shufro, Rose & Co., LLC August 2010 - July 2015
Chase 2008 - 2010
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Business Management and Finance
WallachBeth Capital January 2006 - Present
Skills
ETFs, Equity Trading, Equity Derivatives, Options, Electronic Trading, Capital Markets, Equities
Education
Quinnipiac University 1983 — 1987
Bachelor of Arts (B.A.), Economics
WBI Investments October 2014 - Present
WallachBeth Capital April 2013 - September 2014
LINK brokers July 2004 - March 2013
Israel A. Englander & Co. July 2000 - June 2004
Skills
Series 7, series 55, Series 63, series 66, Derivatives, Equity Derivatives, Options, Trading, Financial Services, Investments, Financial Markets, ETFs, Bloomberg, Equity Trading, Hedge Funds, Portfolio Management, Equities, FINRA, Fixed Income
Education
Brown University 1996 — 2000
Bachelor of Arts, Business Economics
WallachBeth Capital September 2011 - Present
Red Bull May 2009 - May 2011
Catamount Wealth Management May 2010 - August 2010
Severn River Capital Management April 2008 - May 2009
Skills
Equities, Series 7, Bloomberg, Series 63, Trading, Investments, Economics, Options, Series 55, Securities, Financial Markets, Derivatives, Bloomberg Terminal, Electronic Trading, ETFs, Trading Systems, Finance, Series 3, Series 4, Entrepreneurship, Hedge Funds, FINRA
Education
The University of Connecticut 2007 — 2011
Bachelors, Economics
Staples High School 2003 — 2007
Singapore American School 1995 — 1997
Horizon Media September 2015 - Present
Horizon Media April 2014 - September 2015
Marketing Werks October 2013 - September 2014
WMHT January 2013 - May 2013
Magical Enterprise January 2012 - March 2013
WallachBeth Capital July 2012 - August 2012
Skills
Facebook, Social Media, Editing, Microsoft Office, Video, Social Networking, Brand Awareness, Promotions, Adobe Audition, Radio, Music Match, Audacity, Social Media Marketing, Advertising, Event Planning, Event Management, Event Marketing Strategy, Media Buying, PowerPoint
Education
State University of New York at Albany 2009 — 2013
Bachelors Degree, Communication
WallachBeth Capital October 2015 - Present
Aros Communications September 2014 - July 2015
Roberto Cavalli December 2013 - February 2014
People's Revolution May 2013 - August 2013
Marie Claire December 2012 - February 2013
Elie Tahari June 2012 - August 2012
Skills
Public Relations, Marketing, Event Planning, Brand Development, Fashion, Microsoft Excel, Microsoft Word, PowerPoint, Trend Forecasting, Styling, Fashion Shows, Trend Analysis, Social Media, Merchandising, Time Management, Cision
Education
University of Delaware 2010 — 2014
Bachelor’s Degree, Fashion Merchandising
Morgan Stanley June 2015 - Present
Private Tennis Instructor January 2011 - Present
National Assoiaction for Black Accountants (NABA) Fordham Undergrad Chapter March 2013 - May 2015
WallachBeth Capital June 2014 - August 2014
Eclipse International OTC Brokerage June 2013 - August 2013
MBF Clearing Corp. June 2012 - August 2012
Skills
Stock Market, Commodity Markets, Tennis, Foreign Languages, Coaching, Spanish
Education
Fordham Gabelli School of Business 2011 — 2015
Hewlett High School 2007 — 2011
High School
Tigress Financial Partners August 2015 - Present
WallachBeth Capital 2014 - 2014
GFI Group 2013 - 2014
Tullett Prebon 2010 - 2013
Grupo Financiero Banamex (Citigroup) 2005 - 2008
Grupo Financiero Banamex (Citigroup) 2004 - 2005
Banco Santander Central Hispano 2003 - 2003
Grupo Financiero Santander 2002 - 2003
Skills
Derivatives, Financial Markets, Trading, Bloomberg, Equity Derivatives, Equities, Options, Structured Products, Capital Markets, Microsoft Office, Excel, Visual Basic, Bloomberg Terminal, Reuters, Options Pricing, Options Strategies, Index Options, Futures, Exotic Derivatives, Financial Analysis, Teamwork, Client Development, Client Relationship..., Presentation Preparation, Series 7, Risk, Hedging, Volatility, Brokerage, Investment Banking, Emerging Markets, Pricing, Structuring, PowerPoint, Structured Finance, Mathematics, Finance, Financial Risk, Arbitrage, Algorithms, Equity Trading, VBA, Stock options, Trading Systems, Risk Management, Proprietary Trading, Series 4, Series 55, Latin America
Education
Universidad Anáhuac
Bachelor’s Degree, Actuarial Science
Universidad de Cantabria
Master’s Degree, Banking and Financial Markets, GPA 3.9
eBay Inc August 2015 - Present
Walmart May 2014 - August 2014
Self Improvement Online May 2011 - May 2014
WallachBeth Capital June 2013 - August 2013
eBay Inc January 2013 - April 2013
Kelvin's Basketball Academy September 2007 - June 2011
Skills
Fundraising, Youth Leadership, Public Speaking, Networking, PowerPoint, Social Networking, Teamwork, Social Media, Account Management, Facebook, Leadership Development, Organizational..., Management Consulting, Management, User Experience, Microsoft Office, E-commerce, Spanish, Outlook, Microsoft Excel, Competitive Analysis, Leadership, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science in Business Administration, Business/Commerce, General
Marlboro High School 2007 — 2011
WallachBeth Capital June 2015 - August 2015
Robert W. Baird & Co. January 2015 - January 2015
RiverFront Investment Group January 2015 - January 2015
DePauw University 2015 - 2015
AdvoCare June 2013 - December 2014
Columbus Academy July 2014 - July 2014
Muscular Dystrophy Association June 2009 - June 2014
Skills
Microsoft Word, Microsoft Excel, Management, Bloomberg Terminal, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Teamwork
Education
DePauw University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Columbus Academy 2008 — 2012
Hedgeable February 2015 - Present
Global Atlantic Financial Group Limited January 2014 - June 2014
Inbound Real Estate March 2011 - September 2013
ChowDown September 2012 - February 2013
Linky Links Inc. December 2010 - August 2012
Wellington Management January 2012 - June 2012
WallachBeth Capital June 2011 - August 2011
Hodara Real Estate Group January 2011 - March 2011
Skills
Entrepreneurship, Finance, Real Estate, Microsoft Excel, Economics, Equities, Analysis, Microsoft Word, Business Analysis, Microsoft Office, Social Media, Operations, Customer Experience, Start-ups, Business Planning
Education
Northeastern University 2010 — 2014
BSBA: Finance & Entrepreneurship
John Cabot University 2013 — 2013
Entrepreneurship/Entrepreneurial Studies
London School of Economics and Political Science 2012 — 2012
Finance
WallachBeth Capital 2014 - 2014
Skills
Finance, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Leadership, Equities, Options, Fixed Income, Bloomberg, Sales, Customer Service, Pivot Tables, Vlookup, Microsoft Word, PowerPoint, Financial Accounting, Management Accounting, Microeconomics, Macroeconomics, Philosophy, Linux, Trading, Financial Analysis
Education
Penn State University 2015 — 2017
Bachelor of Science (B.S.), Finance
Bergen Community College 2012 — 2014
Associate in Science, Business Management, 3.8 GPA
PwC June 2015 - August 2015
McCormac & Co. CPAs June 2014 - July 2014
WallachBeth Capital May 2013 - August 2013
McCormac & Co. CPAs June 2011 - August 2011
Skills
PowerPoint, Leadership, Public Speaking, Problem Solving, Teamwork, Microsoft Excel, Microsoft Word, Bloomberg, Social Media, Microsoft Office, Accounting
Education
Indiana University - Kelley School of Business 2015 — 2016
Master’s Degree, Accounting
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Accounting and Finance
Marlboro High School 2007 — 2011
WallachBeth Capital March 2015 - Present
Planting in my Garden Leave. February 2015 - March 2015
BTIG December 2012 - February 2015
BTIG July 2009 - February 2015
Tethys Technology November 2007 - May 2009
Friedman Billings Ramsey August 2006 - July 2007
Miletus Trading September 2003 - May 2006
Thales Fund Management March 2002 - January 2004
NDB Capital Markets 1999 - 2001
Value Line Asset Management September 1994 - September 1999
Skills
Bloomberg, Trading, Options, Program Trading, Market Structure, Sourcing Liquidity, Electronic Trading, Trading Strategies, Institutional Sales, Operational Efficiency, Marketing, Technical Analysis, Relationship Management, Trading Systems, Equity Trading, Equities, Portfolio Management, Hedge Funds, Equity Derivatives, Financial Markets, Derivatives, ETFs, Series 7, Proprietary Trading, Market Data, Fixed Income
Education
State University of New York at Stony Brook 1989 — 1994
Bachelor of Arts (B.A.)
North Shore High School 1981 — 1989
WisdomTree Asset Management July 2015 - Present
WallachBeth Capital June 2014 - August 2014
TUDOR INVESTMENT CORPORATION June 2013 - August 2013
Broad Street Securities Group, LLC July 2012 - August 2012
DLB Securities May 2012 - July 2012
Ridgefield Capital May 2011 - August 2011
David Tinker Excavation LLC 2010 - 2010
Skills
Housing Construction, Options, Trading, Bloomberg, Valuation, Futures Trading, FX trading, Economics, Hedge Funds, Alternative Investments, Derivatives, Financial Markets, Equities, Equity Derivatives
Education
UNC Chapel Hill 2013 — 2015
Bachelor of Science (BS), Economics, Junior
East Carolina University - College of Arts and Sciences 2011 — 2013
Economics - Quantitative, Sophomore
WallachBeth Capital October 2013 - Present
I A Englander Options Floor January 2013 - October 2013
Kota Global Securities May 2009 - December 2012
Westrock Advisors November 2008 - March 2009
Aeneas Capital Management March 2000 - June 2007
SAC Capital January 1998 - March 2000
Israel A. Englander & Co. December 1989 - December 1997
Drexel Burnham Lambert September 1985 - December 1989
Education
Mercyhurst University 1981 — 1985
WallachBeth Capital April 2012 - Present
Guggenheim Investments May 2010 - December 2011
UBS Wealth Management 2005 - 2010
UBS Wealth Management 2003 - 2005
Skills
Investment Management, Business Development, Closed-end Funds, ETFs, Equities, Series 7, Series 63, Series 24, Asset Allocation, FINRA, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Trading
Education
Princeton University 1999 — 2003
Bachelor of Arts (A.B.)
Asset Consulting Group August 2015 - Present
WallachBeth Capital March 2013 - July 2015
Leerink Swann July 2012 - February 2013
Leerink Swann May 2012 - July 2012
Juvenile Diabetes Cure Alliance February 2012 - June 2012
Susquehanna International Group July 2010 - January 2012
Stifel Nicolaus July 2005 - June 2010
Century Securities Associates November 2004 - July 2005
Skills
Equity Research, Equity Valuation, DCF, Sell Side, Bloomberg, Equities, Valuation, Financial Modeling, Hedge Funds, Microsoft Excel, FactSet, VBA, Medical Devices, Equity Research Analysis, PowerPoint, Thomson One Analytics, Corporate Governance, Corporate Finance, Econometric Modeling, Multivariate Statistics, Economic Statistics, Business Strategy, Business Analysis, Business Statistics, Writing, Report Writing, Series 7, Series 63, Series 65, Series 86, Series 87, FINRA
Education
Southern Illinois University, Edwardsville 2002 — 2004
Bachelor of Science, Finance, Economics, Mathematics
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Finance and Business Economics
JHS 1996 — 2000
Philips Lighting June 2015 - Present
Rutgers Chabad House September 2013 - Present
Pi Kappa Phi Fraternity December 2011 - Present
WallachBeth Capital May 2014 - August 2014
Best Buddies International September 2013 - July 2014
Rutgers Wrestling Club September 2012 - September 2013
Commencement Flowers May 2013 - August 2013
AXA Advisors October 2012 - February 2013
Skills
Critical Thinking, Time Management, Social Networking, PowerPoint, Volunteering, Teamwork, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science (B.S.), Environmental Business Economics
WisdomTree Asset Management May 2013 - Present
WisdomTree Asset Management July 2011 - May 2013
WallachBeth Capital January 2010 - July 2011
Education
Syracuse University 2004 — 2008
Political Science
Prudential Financial October 2014 - Present
WallachBeth Capital January 2007 - December 2012
Geronimo, LLC February 2006 - December 2006
Equitec Proprietary Markets, LLC September 2002 - February 2006
LaBranche & Co. LLC June 2001 - September 2002
Spear, Leeds & Kellogg October 1984 - June 2001
Skills
Options, ETFs, Trading, Equity Trading, Trading Systems, Equities, Proprietary Trading, Hedging, Portfolio Management, Financial Risk, Equity Derivatives, Hedge Funds, Derivatives, Series 7, Securities, Electronic Trading, Bloomberg, Series 63, Market Making, FINRA, Trading Strategies, Arbitrage, Volatility, Capital Markets, Financial Markets, Fixed Income, Structured Products, Series 24, Traders, Alternative Investments, Commodity, Investment Strategies, Swaps, FX Options, Equity Research, Technical Analysis, Options Strategies, Investments
Education
Lehigh University 1978 — 1982
Bachelor’s Degree, Finance
Boca Pharmacy Group January 2014 - Present
WallachBeth Capital July 2011 - July 2014
Linkbrokers Derivatives Corp February 2011 - July 2011
Ballista March 2008 - December 2010
I.A. Englander & Co. April 2006 - March 2008
D&D Securities - American Stock Exchange June 2001 - April 2006
Prudential Financial 2001 - 2002
Skills
Equities, Options, ETFs, Trading, Equity Trading, Equity Derivatives, Derivatives, Series 7, Series 63, Volatility, Securities, Trading Strategies, Arbitrage, Financial Markets, Delta One
Education
University of North Carolina at Chapel Hill 1998 — 2002
Economics
WallachBeth Capital January 2013 - Present
Louis Capital Markets March 2012 - December 2012
Newedge USA LLC April 2011 - February 2012
Pelion Securities Corporation April 2009 - May 2011
Meridian Equity Partners, Inc. May 2008 - March 2009
Dresdner Kleinwort 2005 - 2007
Education
Columbia University - School of International and Public Affairs 1990 — 1992
Master of Art, Latin American History
WallachBeth Capital November 2008 - Present
Education
Cornell University 1981 — 1985
WallachBeth Capital July 2012 - Present
Auriga USA, LLC September 2011 - June 2012
CapStone Investments July 2009 - September 2011
Wedbush Morgan Securities July 2007 - July 2009
Education
Fordham University
BS
WallachBeth Capital January 2015 - Present
Miller Tabak + Co., LLC February 2011 - Present
divine capital markets February 2010 - February 2011
Cantor Fitzgerald January 2007 - January 2010
Skills
Electronic Trading, Investments, Financial Markets, Trading Systems, Equity Derivatives, Investment Banking, Portfolio Management, Securities, Bloomberg, Alternative Investments, Asset Management, Series 63
Education
University of Chicago 1973 — 1975
Master of Business Administration (MBA), Statistics and Finance
Cornell University 1969 — 1973
Bachelor of Arts (B.A.), Mathematics
KCG Holdings, Inc. October 2013 - Present
WallachBeth Capital December 2011 - October 2013
Cowen and Company September 2009 - November 2011
Van der Moolen March 2008 - August 2009
Susquehanna International Group March 1999 - March 2008
Cranmer & Cranmer January 1997 - February 1999
Spear Leeds & Kellogg October 1993 - January 1997
Skills
ETFs, Trading, Microsoft Excel, Equities, Series 7, Risk Management, Equity Trading, Equity Derivatives, Electronic Trading, Program Trading, Market Making, Series 63
Education
Saint Bonaventure University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Christian Brother Academy 1985 — 1989
WallachBeth Capital December 2011 - Present
The Vanguard Group July 2008 - December 2011
Legg Mason June 2000 - July 2008
Education
The Johns Hopkins University
MBA
Towson University
BS, Finance
WallachBeth Capital November 2008 - Present
Divine capital markets February 2007 - November 2008
Education
University of Maryland - Robert H. Smith School of Business 1981 — 1985
bs, accounting
University of Maryland College Park 1981 — 1985
WallachBeth Capital January 2010 - Present
Citigroup August 2007 - January 2010
Champlain Investment Partners, LLC September 2006 - August 2007
Skills
Capital Markets, Equities, Trading, ETFs, Series 7, Series 63, Hedge Funds, Equity Trading, Options, Bloomberg, Securities, Fixed Income, Electronic Trading, Derivatives, Trading Systems, Financial Markets, Equity Derivatives
Education
Skidmore College 2001 — 2005
Bachelor of Science (BS), Exercise Physiology
WallachBeth Capital January 2014 - Present
Deutsche Bank June 2008 - January 2014
Bear Stearns 2005 - 2008
Societe Generale 2003 - 2005
Lehman Brothers 2002 - 2003
Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Equities, ETFs, Trading Systems, Trading, Bloomberg
Education
Pace University - Lubin School of Business 2011 — 2012
Master of Science (MS), Finance, General, 3.83
University of Maryland College Park 1997 — 2001
BA, Economics
WallachBeth Capital December 2008 - Present
Skills
ETFs, Equity Trading, Equities, Equity Derivatives, Series 7, Electronic Trading, Options, Investments, Asset Allocation, Trading Systems, Hedge Funds, Series 63, Derivatives, Equity Research
Education
University of Rhode Island 1991 — 1995
John W. Bristol & Co., Inc. October 2014 - Present
WallachBeth Capital August 2013 - April 2014
Lazard Capital Markets January 2012 - December 2012
ITG March 2002 - November 2011
Pershing December 1996 - March 2002
DLJ Asset Management June 1996 - December 1996
Nomura Securities May 1988 - May 1996
Prudential Bache November 1986 - April 1988
The Chase Manhattan Bank July 1985 - October 1986
Skills
Series 7, Series 63, Series 55, Series 9, Series 10, Trading, Derivatives, Prime Brokerage, Equities, Options, Equity Trading, Bloomberg, Electronic Trading, Hedge Funds, Trading Systems, Investments, Capital Markets, Commodities, Mutual Funds, Equity Research, Equity Derivatives, New Business Development, Proprietary Trading, FINRA, Financial Markets, Commodity, Fixed Income, Series 24, Portfolio Management, Investment Banking, Securities, ETFs, Alternative Investments, Market Data, Bonds, FX Options, Private Equity, Valuation, Asset Management, Trading Strategies, Technical Analysis, Emerging Markets, Asset Allocation, Hedging, FX trading, Currency, Swaps, Low Latency, Structured Products, Investment Management
Education
Boston College 1981 — 1985
BA, economics
Xavier High School 1978 — 1981
Transfiguration School
wallachbeth capital November 2008 - Present
Education
University of Maryland College Park 1981 — 1985
bs, accounting
Brean Capital, LLC December 2014 - Present
R.F. Lafferty August 2013 - December 2014
WallachBeth Capital July 2012 - August 2013
Auriga Global Investors, SV. September 2011 - June 2012
CapStone Investments 2010 - September 2011
BD 2006 - 2009
Solvay Pharmaceuticals 2000 - 2006
Kimberly-Clark 1998 - 2000
Spectrx 1996 - 1998
Skills
Pharmaceutical Industry, Biotechnology, Lifesciences, Mergers & Acquisitions, Equity Research, Equity Trading, Series 63, Series 86/87, Series 7, Equities, Financial Modeling, Valuation, Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Life Sciences, Investments
Education
University of California, Los Angeles
PhD
Georgia State University - J. Mack Robinson College of Business
MBA
Peking University
Bachelor's Degree
WallachBeth Capital September 2012 - Present
Dover Corporation June 2010 - August 2010
The Compass Group May 2009 - June 2009
Skills
Trading, Securities, Equity Trading, Equities, ETFs, Derivatives, Electronic Trading, Equity Derivatives
Education
Skidmore College 2008 — 2012
BA, Business Major, Government Minor
BGC Partners January 2015 - Present
wallachbeth capital June 2009 - December 2014
Cantor Fitzgerald March 2007 - April 2009
ICAP CORPORATES LLC August 2005 - March 2007
Skills
Equity Derivatives, Options, Asset Allocation, Back Office, Bloomberg Terminal, Derivatives, Emerging Markets, Sales, Equity Research, Equities, Financial Services, Hedge Funds, Trading Strategies, Technical Analysis, Trading, Trading Systems, Wealth Management, Electronic Trading, Fixed Income
Education
University of Pretoria/Universiteit van Pretoria 1998 — 2001
Bachelor of Science (BSc)
Raymond James Financial Inc. June 2014 - Present
Newedge June 2011 - April 2014
WallachBeth Capital October 2008 - June 2010
Saratoga Capital LLC October 2006 - November 2008
ABL Trading LLC January 1996 - September 2003
Timber Hill Inc. July 1994 - December 1995
Education
Bucknell University 1990 — 1994
BA, Economics/Political Science
Morgan Stanley March 2014 - Present
Alvarez & Marsal August 2012 - March 2014
WallachBeth Capital June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Quantitative Analytics, Financial Modeling, Equities, Valuation, Private Equity, Capital Markets, Business Valuation, Corporate Finance, Financial Analysis, Bloomberg Terminal, Fixed Income, Bloomberg
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance
Fairfield University Men's Division I Men's Lacrosse Team 2007 — 2011
University of Barcelona Aunotoma
WallachBeth Capital January 2013 - Present
Grubb and Ellis Company September 2008 - October 2011
Lou Ling Xiaoxue July 2007 - June 2008
Skills
Entrepreneurship, Negotiation, Situational Leadership, Real Estate, Leasing, Real Estate Negotiation, Real Estate Investment, Business Planning, Real Estate Transactions, Trading, Technical Analysis, Futures, Options, Market Analysis, Risk Management, Market Research, New Business Development, Social Networking, Cold Calling, Chinese culture, Chess, Poker, American History, New York City, Atlanta, Golf
Education
Fordham University 2003 — 2007
Bachelor of Arts, History
The Lovett School 1997 — 2003
WallachBeth Capital 2010 - Present
Education
Penn State University 2006 — 2010
United States Marine Corps June 2015 - Present
BMW Mount Kisco June 2012 - April 2015
Standard Chartered Bank June 2011 - August 2011
WallachBeth Capital May 2010 - August 2010
Education
Roanoke College 2008 — 2012
Bachelor of Arts (B.A.)
The Masters School 2004 — 2008
H.S. Diploma
U.S. Air Force July 2014 - Present
WallachBeth Capital October 2013 - July 2014
Synetek Solutions May 2011 - August 2013
Group One Trading, LP August 2006 - July 2009
Medidata Solutions May 2004 - July 2006
Skills
Microsoft Office, Customer Service, Account Management, Product Management, Computer Hardware, Storage, Windows, Cloud Computing, Project Management, Strategic Planning, Troubleshooting, Product Marketing, Hardware, Microsoft Excel, Active Directory, Virtualization, Windows Xp, Windows 7, Microsoft Exchange, Blackberry Enterprise..., Windows Server, Disaster Recovery, XP, Windows XP
Education
NYIT 2006 — 2008
B.S. Computer Science, Computer Science
TCI, The College for Technology 2000 — 2002
Networking Technologies, Computer Science, A.A.S.
D.F. King & Co., Inc. February 2013 - Present
T3 Trading Group June 2012 - January 2013
WallachBeth Capital June 2010 - August 2010
G&L Partners September 2009 - December 2009
Guggenheim Investment Bank January 2008 - June 2008
Skills
Options, Equities, Trading, Proprietary Trading, Trading Strategies, Trading Systems, Technical Analysis, Series 56, Investments, Investment Strategies, Risk Management, Financial Risk, Bloomberg, Financial Modeling, Capital Markets
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Miami Country Day School 2001 — 2008
High School Diploma
WallachBeth Capital February 2013 - Present
Guggenheim Partners December 2010 - January 2012
WJB Capital January 2006 - November 2010
Cuttone & Co October 1999 - January 2006
Mark J. Muller October 1998 - October 1999
Skills
Series 7, series 55, series 63, Hedge Funds, Capital Markets, Risk Arbitrage, Equity Trading, Equity Research, Equity Derivatives, Valuation, Asset Managment, Bloomberg, Trading Systems, Trading, Equities
Education
Fairfield University 1987 — 1991
Bachelor of Arts Degree, English/Philosophy