Weeden & Co.
Industry: Management services company
DescriptionHeadquarters: Greenwich, CT Founded: 1922 Subsidiaries: Weeden & Co., LP, Research Division, Weeden & Co. Lp, Asset Management Arm Parent organization: Weeden Investors, L.P.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportWeeden & Co LPWebsiteDirections Saved (0) Saved Save Stock broker in Greenwich, Connecticut Address: 145 Mason St, Greenwich, CT 06830 Phone: (203) 861-7600Category: Place name: Website: : : Hours: : : : : Website: http://www.weedenco.com/ Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Weeden & Co LP Posting publicly on the Web Write a review Reviews Be the first to review
Weeden & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Weeden & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Weeden & Co. Employees
Julie's Realty, LLC January 2015 - Present
Money X November 2014 - Present
IC Realtime May 2014 - Present
Weeden & Co. July 2014 - August 2014
Net Element June 2012 - June 2014
ENERLAB ENERJİ May 2013 - May 2014
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Social Networking, Financial Analysis, Analysis, Social Media, Talking, Business Strategy, Social Media Marketing, Public Speaking, Finance, Data Analysis, Marketing Strategy, Writing, chess, Talking Points, Bilingual, Business Analysis, Creative Writing, Speech, Debate, Critical Thinking, Problem Solving, Real Estate
Education
University of Miami 2012 — 2016
Bachelor of Science in Business Administration, Finance, Business Law, Computer Science
Miami Country Day School 2008 — 2012
Highschool Degree
BG Strategic Advisors March 2013 - Present
The Clarendon Group March 2010 - March 2013
Weeden & Co. March 2009 - March 2010
HSBC Securities September 2007 - March 2009
Stifel Nicolaus Weisel March 2002 - August 2007
Lehman Brothers September 2000 - March 2002
Booz Allen Hamilton September 1994 - September 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Loyola University Maryland 1990 — 1994
BA, Political Science
Hudson Wealth Management LLC June 2010 - Present
Weeden & Co. January 2010 - January 2010
Skills
Wealth Management, Finance, Series 7, Retirement Planning, Portfolio Management, Financial Services, Financial Management..., Series 63, Financial Advisory, Mutual Funds, Microsoft Office, Microsoft Excel, Insurance, Series 65, 401k, Financial Analysis, Securities, Microsoft Word, PowerPoint
Education
University of Delaware 2007 — 2011
Bachelor of Science (B.S.)- Lerner College of Business and Economics, Concentration in Finance
Benjamin F. Edwards & Co. August 2014 - Present
Wells Fargo Advisors 2008 - 2014
A.G. Edwards & Sons, Inc. 1983 - 2008
Hammerbeck & Company, Inc. 1978 - 1983
EF Hutton 1973 - 1978
First California Company Inc 1971 - 1973
M.S. Wien & Company 1969 - 1971
Weeden & Co. 1966 - 1969
Skills
Investments, Portfolio Management, Finance, Wealth Management, Financial Services, Financial Analysis, Customer Service, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Sales
Education
Catawba College 1961 — 1965
BA
DraftKings, Inc. July 2015 - Present
Merrill Lynch January 2015 - July 2015
Hofstra University August 2009 - May 2014
Weeden & Co. June 2013 - August 2013
Hofstra University June 2013 - June 2013
Hofstra University November 2011 - May 2013
Hofstra University September 2010 - May 2013
Hofstra University June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Filing, Lacrosse, Sports, Athletics, Marketing, Public Speaking, Social Media, Leadership, Social Networking, Microsoft Office, Sales, Market Analysis, Due Diligence, Revit
Education
Hofstra University 2009 — 2014
Bachelor of Arts (BA), Speech Communication and Rhetoric
Darien High School 2005 — 2009
Weeden & Co. June 2014 - Present
ConvergEx Group October 2013 - June 2014
E-Golf Professional Tour 2012 - July 2013
Skills
Strategy, Time Management, Investments, Equities, Asset Management, Portfolio Management, Hedge Funds, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Golf, Economics, Capital Markets, Derivatives, Mutual Funds
Education
Penn State University 2007 — 2012
Bachelor of Science (BS), Economics
Weeden & Co. 2009 - Present
Palecek Consulting Group 2008 - 2009
Skills
Trading Systems, Equities, Market Data, Bloomberg, Trading, Securities, Options, Hedge Funds, Equity Trading, Microsoft Excel, Electronic Trading, Fixed Income, Series 7, Capital Markets
Education
College of the Holy Cross 2003 — 2007
Physics
Weeden & Co. August 1998 - Present
Skills
Programming, SQL, C#, Visual Basic, Databases
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2010
certification, Business Analyst
University of Pittsburgh 1992 — 1994
BS, Information Science
Indiana University of Pennsylvania 1990 — 1992
Managment Of Information Systms
Weeden & Co. April 2007 - Present
Citigroup June 1992 - 2007
Education
Harvard Business School 2009 — 2009
High Potentials Leadership Program
Penn State University 1989 — 1991
Master of Business Administration (MBA), Financial Markets
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Finance
Staples High School 1982 — 1985
Albourne Partners 2012 - Present
Axiom International Investors LLC April 2010 - January 2012
Solid Financial Investments June 2009 - December 2009
Weeden & Co. July 2008 - August 2008
Skills
Numeric & Detail..., Excellent Communication..., Fast and Dedicated..., Portfolio Management, DCF, Financial Accounting, Portfolio Optimization, Intercultural Skills, Regression, Equity Research, Equities, Investments, Trading, Financial Reporting, Risk, Bloomberg, Financial Analysis, Financial Modeling, Financial Markets, Statistics, Bloomberg Terminal, Valuation, Asset Management, Derivatives, Capital Markets, Excel, Economics, Quantitative Analysis, Fixed Income, Hedge Funds, Risk Management, Asset Allocation, Forecasting, Bonds, Data Analysis, Options, FX, Credit Analysis, Analysis, Securities, Business Analysis, PowerPoint, Swaps, Banking, Credit Risk, Due Diligence, Finance
Education
The George Washington University - School of Business 2005 — 2009
BBA, Finance
University of Melbourne - Melbourne Business School 2008 — 2008
Semester Abroad, Finance
Chegg Inc. January 2014 - Present
Andor Capital Management 2013 - 2013
Chappaqua Summer Scholarship Program (CSSP) 2012 - 2012
Weeden & Co. 2010 - 2010
SummerTech Computer Camps July 2005 - August 2007
Skills
Computer Science, Java, C++, SQL, JavaScript, Python, Programming, Software Development, HTML, CSS
Education
Colgate University
Bachelor of Arts (B.A.), Computer Science
ManpowerGroup Solutions September 2012 - Present
Katie's Krops 2009 - 2015
Northwestern Mutual December 2005 - September 2011
SoundView Technology Group August 1996 - January 2004
Punk, Ziegel & Company November 1995 - August 1996
Weeden & Co. August 1994 - October 1995
Skills
Series 7, Investments, Budgeting, Investment Banking, Insurance, Budgets, Finance, Financial Services, Series 63, Start-ups, Securities, CRM, Marketing, Analysis, Equities, Trading Systems
Education
Penn State University 1982 — 1987
BA, Economics
Chanel High School 1978 — 1982
Business
BNY ConvergEx March 2010 - March 2014
Weeden & Co. 2014 - 2014
Weeden & Co. 2014 - 2014
Weeden & Co. 2014 - 2014
BNY ConvergEx March 2007 - March 2010
Skills
Asset Management, Equities, Fixed Income, Bloomberg
Education
The Catholic University of America 1986 — 1990
BA, Finance
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Jefferies LLC January 2014 - Present
Osprey Capital Group, LLC March 2013 - June 2013
DHR International June 2012 - October 2012
Weeden & Co. May 2011 - August 2011
Skills
Security Analysis, Portfolio Management, Interest Rate..., Equity Derivatives, Credit Derivatives, Accounting
Education
University of Notre Dame - Mendoza College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance
The Hotchkiss School 2005 — 2009
High School
Weeden & Co. June 2002 - Present
Bear Stearns Boston August 2000 - May 2002
Lazard April 1997 - July 2000
Standish Ayer & Wood September 1989 - November 1996
Skills
Series 7, Series 63, Equities, Bloomberg, Securities, Series 24, Hedge Funds, Trading, Options, Capital Markets, Investments, FINRA, Financial Markets, ETFs, Portfolio Management, Fixed Income, Derivatives, Trading Systems, Equity Trading, Electronic Trading, Institutional Sales, Mutual Funds, Alternative Investments
Education
University of Massachusetts, Amherst 1985 — 1989
BA, Economics
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Science (BS), Economics
SportsLabs - A Silver Chalice Company June 2013 - Present
PyroMonkey Productions September 2009 - June 2013
Riptide Games September 2011 - June 2012
Fuel Industries January 2009 - August 2009
Winning on Wall Street November 2004 - November 2006
Winning on Wall Street December 2004 - June 2005
Weeden & Co. June 2002 - August 2002
Skills
iPhone Application..., iOS development, Android Development, Game Development, Video Games, Mobile Applications, MongoDB, Programming, Physics Simulation, Physics Engines, iPhone, Game Programming, Gameplay, Android, ActionScript, User Interface Design, Game Design, Mobile Games, Unity3D, Animation, Objective-C, OpenGL, Lua, Social Games, Mobile Devices, DirectX, Gameplay Programming, XNA, iOS Development
Education
University of Pennsylvania 2007 — 2008
MS, Computer Graphics and Game Technology
Vanderbilt University 1999 — 2003
BS, Computer Science, Philosophy, Classical Guitar
Horace Greeley High School
Janney Montgomery Scott February 2013 - Present
Weeden & Co. March 2008 - February 2013
Citi March 2006 - February 2008
Citi August 2001 - March 2006
Skills
Series 7, Bloomberg, Series 63, Capital Markets, Equity Trading, Series 24, Electronic Trading, Equities, Trading Systems, Investments, Hedge Funds, ETFs, Trading, Securities, Options, Derivatives, Equity Research, Portfolio Management, Financial Analysis, Investment Banking
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (BA), International Business
Manhasset High School 1992 — 1996
Neuberger Berman August 1996 - Present
Lehman Brothers 1996 - 2008
Morgan Stanley 1985 - 1996
Salomon Brothers 1978 - 1982
Weeden & Co. 1977 - 1978
Skills
Hedge Funds, Alternative Investments, Equities, Investment Banking, Private Equity, Capital Markets, Emerging Markets, Valuation, Asset Management, Venture Capital, Fixed Income, Portfolio Management, Investments
Education
American University 1974 — 1976
MBA, Finance and Marketing
Colgate University 1970 — 1974
BA, Economics
Avalon Lake Partners September 2012 - Present
WTP Advisors August 2011 - September 2012
WTP Advisors September 2010 - August 2011
Wormser Energy Solutions October 2009 - September 2010
Gulliver Realty May 2009 - September 2010
Weeden & Co. April 2005 - June 2005
Weeden & Co. June 2003 - August 2003
Skills
Excel, Economics, Business Analysis, Microsoft Excel, Accounting, Start-ups, Analysis, Finance, Asset Management, Management Consulting, Risk Management, Hedge Funds, Microsoft Office, Due Diligence, Management, Financial Analysis, Financial Modeling
Education
Boston University 2005 — 2009
B.A., Economics
Wooster School 2001 — 2005
Silver Management Group, Inc February 2012 - Present
Weeden & Co. September 2008 - February 2012
Brighton Securities June 2007 - August 2008
EDS March 2007 - June 2007
Brighton Securities March 2006 - August 2006
Skills
SDLC, SQL, Bloomberg, Windows Server, Software Installation, Servers, Microsoft Exchange, Technical Support, Vendor Management, Networking, Hardware, Visio, Market Data, Troubleshooting, Unix
Education
Rochester Institute of Technology 2003 — 2007
Bachelors of Science
A Suit That Fits July 2014 - Present
Neiman Marcus April 2014 - Present
Nordstrom June 2013 - April 2014
The Avon Old Farms School June 2010 - June 2013
Wells Fargo January 2009 - December 2009
Weeden & Co. June 2008 - July 2008
Skills
Microsoft Office, Teaching, PowerPoint, Economics, Public Speaking, Microsoft Excel, Social Media, Coaching, Statistics, Research, Community Outreach, Marketing Communications, Email Marketing, Sales, Management, Customer Service
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science (BS), Economics
Fashion Institute of Technology 2013 — 2014
Associate of Arts and Sciences (AAS) Expected in Fall 2014, Fashion Merchandising
Trinity College-Hartford 2005 — 2009
Bachelor's degree, Economics, 3.3
Domestic engineer since 1989 July 1989 - Present
Cantor Fitzgerald 1981 - 1989
Fiduciary Trust Company 1978 - 1980
Drexel Burnham Lambert 1977 - 1978
Weeden & Co. 1976 - 1977
Skills
Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Event Planning, Leadership, Social Media, Time Management, Marketing, Financial Analysis
Education
Kingsborough Community College 1975 — 1976
Liberal Arts and Sciences, General Studies and Humanities
Booklyn Technical High School 1971 — 1975
Chemistry Major
Baruch College
liberal arts
California State University-Northridge
Real Estate
Weeden & Co. June 2013 - Present
Moelis & Company May 2010 - June 2013
Foresight Securities Pty Ltd June 2007 - May 2010
BBY Ltd May 2005 - July 2005
Skills
Equities, Trading, Institutional Sales, Investment Banking, Financial Modeling, Asset Managment, Equity Capital Markets, Investments, Capital Markets, Portfolio Management, Bloomberg, Financial Markets, Securities, Valuation, Hedge Funds, Financial Analysis, Private Placements, Equity Research, Asset Management, Financial Services, Private Equity, Mergers & Acquisitions, Series 7
Education
Liberty University 2014 — 2017
Master of Divinity (M.Div.)
University of Canberra 2002 — 2007
BBA, Business
Securities Institute of Australia 2003 — 2004
Diploma Financial Markets, Financial Markets
Credit Suisse October 2013 - Present
BlueSoft LLC April 2009 - Present
Weeden & Co. April 2013 - October 2013
Credit Suisse May 2008 - April 2013
Cognizant June 2008 - March 2009
E-Z Data February 2005 - May 2008
PTG February 2005 - May 2008
Reliance Infocomm 2002 - 2003
Skills
C#, MySQL, ASP.NET, Web Services, WCF, Multithreading, C++, SDLC, Databases, Eclipse, Oracle, SQL, Fixed Income Technology, Equity Trading, Project Management, Capital Markets, Information Systems, Market Risk, Algorithms, Financial Risk, Market Data, Algo Trading, Microsoft SQL Server, ADO.NET, AJAX, WPF, .NET, LINQ, Requirements Analysis
Education
MET Mumbai 2004 — 2005
PGDAC, Advance Computing
University of Mumbai
B.E., Computer Engineering
JP Morgan Chase Bank NA September 2013 - Present
Dahlman Rose & Co. May 2012 - January 2013
Weeden & Co. June 2007 - May 2012
Bear Stearns June 2005 - June 2007
The Griswold Company, Inc June 2003 - June 2005
Lehman Brothers May 1998 - June 2003
Education
Long Island University, C.W. Post Campus 1988 — 1990
Bachelor of Science (BS), Marketing
Cold Spring Harbor HS
RBS Markets and International Banking November 2014 - Present
Weeden & Co. June 2013 - July 2013
Education
Bucknell University 2010 — 2014
Bachelor of Science (BS), Economics and Mathematics
Weeden & Co. September 1997 - Present
Skills
Securities, Payroll, Equities, Insurance, ERISA, Strategic Planning, Employee Benefits, Human Resources, Management
Education
Pace University - Lubin School of Business
Masters, Accounting
Bucknell University 1985 — 1989
BS, Business Administration
Weeden & Co. January 2015 - Present
Weeden & Co. January 2001 - January 2015
Skills
Bloomberg, Series 7, Equity Trading, Equities, Trading, Electronic Trading, Hedge Funds, Series 63, Financial Markets, Securities, Options, Equity Research, Technical Analysis, Hedging, Capital Markets, Trading Strategies, Valuation, Financial Modeling, Quantitative Analytics, Stocks, Order Management, Proprietary Trading, Financial Analysis, Bloomberg Terminal, Corporate Finance, Stock Market, Market Making
Education
Columbia Business School 2013 — 2015
Colgate University
Bachelor of Arts (BA), History
Weeden & Co. July 2013 - Present
Talton Capital Management April 2013 - July 2013
Proprietary Trading September 2012 - March 2013
INTL FCStone Inc. August 2011 - September 2012
South Alabama Football August 2009 - June 2010
Skills
Market Analysis, Commodity Risk..., Series 3, Microsoft Office, Trading, Commodities, Capital Markets, Options, Derivatives, Financial Markets, Commodity, Portfolio Management, Valuation, Equities, Alternative Investments, Hedging, Series 7, Bloomberg, Financial Risk, FINRA, Commodity Markets, Risk Management, Finance, Electronic Trading
Education
Northwestern University 2012 — 2013
Post-baccalaureate Program, Finance, General
University of South Alabama 2008 — 2010
Bachelors of Science, Business Management, Politics, Sociology
Drake University 2006 — 2008
Loyola Academy 2002 — 2006
Weeden & Co. May 2013 - Present
Barclays 2011 - 2013
Barclays Investment Bank 2011 - 2013
Skills
Bloomberg, Microsoft Excel, ThomsonOne, Thomson One Analytics, Derivatives, Trading, Equity Trading, Financial Risk, Trading Strategies, Financial Modeling, Bloomberg Terminal, Equities, Investments, Series 7, Equity Research, Financial Analysis, Investment Banking, Capital Markets, Equity Derivatives, Valuation
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2007 — 2011
Bachelor's degree, Finance, General
Chaminade High School 2003 — 2007
Doctors Express-Stamford CT March 2014 - Present
Acumed February 2011 - June 2012
Dr. Ellen Mahony January 2009 - April 2011
Activehealth & Pain Relief Centers2009-2011 2009 - 2011
TriBeCa MedSpa2006-2009 2006 - 2010
Weeden & Co. 2002 - 2009
Peter Coppola Day Spa2004-2006 2004 - 2006
Dream Day and Hair Spa January 2001 - January 2004
Skills
Healthcare, Budgets, Customer Service, Skin Care, Sales, Forecasting, Marketing Strategy, Event Management, Negotiation, New Business Development, Public Speaking, Leadership, Business Development, Training, Sales Management, Sales Operations, Marketing, Cold Calling, Medical Devices, Account Management, Team Building, Product Development, Competitive Analysis
Education
Housatonic Community College
Coursework, Pre-Nursing
Swedish Insitute for Massage Therapy
Mercury Capital Advisors August 2013 - Present
Norfolk Markets February 2011 - August 2013
Weeden & Co. 2008 - 2011
SkyBridge Capital 2007 - 2008
Coventry Capital, LLC 2005 - 2007
Lucerne Partners, LLC 1999 - 2005
Merrill Lynch 1982 - 1999
Skills
Investment Banking, Sales & Trading, Capital Markets, Hedge Funds, Money Management, Private Equity, High Yield, Credit, Alternative Investments, Fixed Income, Equity, Institutional Investors, Institutional Sales, Relationship Management, Capital Raising, Sell Side, Buy Side, Equities, High Yield Bonds, Leveraged Finance, Buy-side, Financial Services, Valuation, Financial Structuring, Institutional..., Structured Products, Credit Derivatives
Education
University of Pennsylvania 1980 — 1982
BA, European History, Economics
HSBC Global Banking and Markets May 2014 - Present
Envestnet, Inc October 2012 - May 2014
UBS June 2011 - August 2011
Weeden & Co. May 2009 - July 2009
Skills
Bloomberg, Program Trading, Equity Trading, Equities, Series 7, Microsoft Excel, Asset Management, Fixed Income, Tableau, Microsoft CRM, Budget Reconciliation, ETFs, Mutual Funds, Product Management, Data Analysis, Series 63, Trading
Education
Fairfield University 2007 — 2011
BS, Finance
Fairfield University 2007 — 2011
MBA, Finance
Weeden & Co. March 2008 - Present
Federated Investors May 2006 - March 2008
Hudson Securities December 2003 - April 2006
First New York Securities March 2003 - November 2003
Citigroup September 1993 - February 2003
Lehman Brothers December 1992 - September 1993
Lehman Brothers September 1991 - December 1992
Skills
Series 7, Bloomberg, Equities, Trading, Securities, Equity Trading, Series 63, Electronic Trading, Trading Systems, Financial Markets, Trading Strategies, Mutual Funds, Series 24, Finance, Financial Reporting, Alternative Investments, Options, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Equity Research, Portfolio Management, FINRA, Investments, Investment Strategies, Hedging, ETFs, Investment Advisory, Investment Banking, Asset Allocation, Commodity, Bonds, Emerging Markets, FX Options, Technical Analysis, Wealth Management, Asset Management, Equity Derivatives, Risk Management, Valuation, Financial Services
Education
Fairfield University 1989 — 1991
BS, Finance
Wagner College 1987 — 1988
Finance
Debt Compliance Services LLC 2009 - Present
Greenwich Treasury Advisors LLC October 1992 - Present
International Treasurer March 1993 - June 1998
American Exprress 1986 - 1991
The Dun & Bradstreet Corporation 1985 - 1986
Greenwich Associates 1982 - 1985
The Seagram Corporation Ltd. 1976 - 1982
Weeden & Co. 1975 - 1976
PwC 1974 - 1975
Skills
Treasury Management, Financial Analysis, FX Options, Finance, Treasury, Interest Rate Risk..., Financial Structuring, Cash Management, Corporate Finance, Global Cash Management, Financial Modeling, Derivatives, Risk Management, Investments, Financial Risk, Valuation, Banking, Investment Banking
Education
The University of Chicago 1972 — 1974
MBA
Dartmouth College 1968 — 1972
BA
Consumer Edge Research 2013 - Present
Law Office of Robert V. Sisca August 2012 - December 2012
WellingOnWallStreet April 2012 - December 2012
Weeden & Co. May 1999 - March 2012
Skills
Editing, Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Research, Social Media, Leadership, Human Resources, Sales, Public Speaking, Photoshop, Customer Service, Adobe Acrobat, QuarkXPress, HTML, Transcription, Outlook, Management, Interviews, Excel, MS Office Suite, Travel Arrangements, Coordinate Meetings
Education
Iona College
BS, Social Work
Manhattan College
MA, Education/School Counseling
New Rochelle High School
Chocolate Lab Publishing September 2015 - Present
Weeden & Co. March 2012 - February 2013
Dahlman Rose & Co. 2009 - 2010
Morgan Stanley Investment Management 2001 - 2008
Skills
Equity Trading, Series 7, Series 63, Electronic Trading, Equities, Bloomberg, Trading Systems, Program Trading, Trading, Series 24, Securities, Options, ETFs, Hedge Funds, Investments, Fixed Income
Education
Rollins College 1984 — 1989
Bachelor of Arts (B.A.), Economics
McGill Economics Students' Association September 2014 - Present
Doppio Fine Italian Restaurant May 2013 - August 2014
Weeden & Co. April 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Coaching, Social Networking, Customer Service, Advertising, Facebook, English, Marketing Communications, Public Speaking, Facebook Marketing
Education
McGill University 2013 — 2017
Bachelor's degree, Business/Managerial Economics, Finance
The London School of Economics and Political Science (LSE) 2015 — 2015
Summer Study Away, International Economics and General Management Studies
Greenwich High School 2009 — 2013
Cum GPA 3.9
Related Companies January 2015 - Present
Interstate Interiors June 2013 - January 2015
Interstate Interiors January 2013 - May 2013
Kegskins, llc March 2012 - December 2012
Georgetown University August 2008 - December 2012
Lincolnshire Management June 2012 - July 2012
Weeden & Co. June 2011 - July 2011
Weeden & Co. April 2008 - May 2008
Skills
Sales, Time Management, Leadership, Management, Construction Management, Real Estate Development, Pre-construction, Financial Analysis, Investments, Real Estate, Strategic Planning, Marketing, Business Development, Entrepreneurship, Finance, Research, Customer Service, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Data Analysis, Fundraising, Social Media, Contract Negotiation, Marketing Strategy, Market Research, Spanish
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
NYU School of Professional Studies
Construction Project Management (Schack School of Real Estate)
Greenwich High School
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Weeden & Co. June 2012 - August 2012
Skills
Banking, Corporate Finance, Financial Modeling, Investment Banking, Financial Analysis, Capital Markets, Finance, Investments, Portfolio Management, Valuation
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Economics
University of Notre Dame - Mendoza College of Business 2013 — 2013
Iron Gate Interiors, Inc. 1998 - Present
Deak International 1980 - 1988
Weeden & Co. 1975 - 1978
Education
Kean University 1972 — 1975
Weeden & Co. June 2015 - Present
Birinyi Associates Inc September 2014 - May 2015
kSARIA September 2007 - May 2015
Fairfield Investment Group September 2012 - April 2015
Prop Accounts January 2008 - April 2015
Skills
Spanish, Options Strategies, Equity Trading, Bloomberg Terminal, Social Media, Mac OS, Public Speaking, Scalping, Equity Derivatives, Chart Analysis, Data Analysis, Applied Probability, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Research, Accounting, English, Windows, Customer Service, Team Leadership, Teamwork, Leadership, ThinkorSwim, Hedging Strategies, Futures Trading, Equities, Microsoft Office
Education
Fairfield University 2011 — 2015
Bachelor's degree, Finance, Economics
St John's Preparatory School 2007 — 2011
Radius-TWC, The Weinstein Company January 2014 - Present
William Morris Endeavor August 2012 - January 2014
William Morris Endeavor June 2012 - August 2012
William Morris Endeavor June 2011 - August 2011
UBS June 2011 - August 2011
Weeden & Co. June 2009 - August 2009
Skills
Television, Social Media, Final Cut Pro, PowerPoint, Social Networking, Event Planning, Social Media Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Editing, Research, Digital Media
Education
Bucknell University 2008 — 2012
B.A., Economics, Film and Media Studies
EMC April 2013 - Present
Morgan Stanley June 2010 - April 2013
Weeden & Co. February 2009 - May 2010
Lehman Brothers April 2004 - November 2008
Prudential Financial January 2000 - March 2004
Skills
Disaster Recovery, Trading Systems, Market Data, Data Center, Enterprise Architecture, Vendor Management, Active Directory, Citrix, Business Continuity, IT Strategy, Infrastructure, IT Management, Windows Server, IT Operations, ITIL, Unix, High Availability
Education
Quinnipiac University 1995 — 1999
BS
Miami University August 2011 - May 2015
Weeden & Co. May 2014 - August 2014
Zmags September 2012 - November 2012
Bar Taco May 2012 - August 2012
Weeden & Co. April 2011 - July 2011
Skills
Sales, Salesforce.com, Customer Service, Microsoft Office, Direct Sales, Equities, PowerPoint, Microsoft Word, Facebook, Social Networking, Teamwork, Microsoft Excel, Social Media, Public Speaking, Research, Event Planning, Leadership
Education
Miami Univeristy 2011 — 2015
Bachelor of Science (B.S.) Farmer School of Business, Economics, Sophomore
Miami University 2011 — 2015
BS. Business Administration, Finance
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer Program, Accounting and Business/Management
Family Wealth Decisions April 2015 - Present
Feenex Capital January 2011 - February 2015
Weeden & Co. 2000 - 2010
Skills
Equities, Trading, Series 7, Hedge Funds, Investments, Equity Trading, Bloomberg
Education
Colgate University 1991 — 1995
Cum Laude with Honors in Major, History, 3.4
Northport High School 1991 — 1995
Cohasset Concierge Services September 2014 - Present
Wedbush Securities March 2009 - August 2014
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
Weeden & Co. July 1996 - April 2002
State Street Bank February 1990 - July 1996
Skills
Series 7, Equity Trading, Investment Banking, Series 63, Bloomberg, Equities, Securities, Equity Research, Investments, Capital Markets, Options, Trading, Excel, Trading Systems, Word, PowerPoint, Microsoft Office, Series 55, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Management, Banking, Derivatives, IPO, Financial Analysis, Private Placements, Private Equity, Electronic Trading, Finance, Financial Markets, Due Diligence, Corporate Finance, Foreign Exchange, Investment Management, Risk Management, FINRA, Sales
Education
Suffolk University - Sawyer School of Management 1994 — 1996
Master of Science, Finance
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Economics
New York Road Runners June 2015 - Present
New York Road Runners July 2014 - August 2015
Weeden & Co. November 2011 - June 2014
SUNY Cortland August 2009 - November 2011
USA Football January 2011 - June 2011
SUNY Cortland September 2009 - December 2010
New York Jets July 2009 - August 2009
Visual Technology December 2008 - January 2009
Skills
Event Management, Fundraising, Microsoft Office, Management, Leadership, Sports Management, Photoshop, PowerPoint, Sports Marketing, Spanish, Public Speaking, Time Management, Advertising, Social Media, Windows, Customer Service, Microsoft Word, Sales, Microsoft Excel
Education
State University of New York College at Cortland 2007 — 2011
Bachelor of Science, Sport Management
Hedgeye Risk Management, LLC June 2014 - Present
Weeden & Co. August 2001 - January 2014
Education
Middlebury College 1980 — 1985
B.A. American Literature
Partner's Funding May 2011 - Present
Discount Merchant Funding January 2010 - Present
Weeden & Co. June 1992 - April 2008
Skills
Investments, Corporate Finance, Mergers & Acquisitions, Capital Markets, Private Equity, Investment Banking, Equities, Trading, New Business Development, Account Management, Marketing, Banking, Venture Capital, Emerging Markets, Financial Structuring
Education
New York Institute of Technology 1985 — 1989
Bachelor’s Degree, Business Administration and Management, Marketing
UBS March 2015 - Present
Weeden & Co. July 2011 - March 2015
Education
Columbia University in the City of New York 2011 — 2014
Master's Degree, Mathematical Finance
Miami University 2007 — 2011
Bachelor's Degree, Physics, Summa Cum Laude
Ellie Boutique November 2012 - Present
Weeden & Co. June 2015 - August 2015
Graystone Consulting June 2014 - August 2014
Skills
Sales, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Teamwork, Microsoft Excel, Time Management, Management, Team Leadership, Customer Service
Education
The College of Wooster 2012 — 2016
Bachelor’s Degree, Business/Managerial Economics
The Ethel Walker School 2010 — 2012
High School Diploma
Barclays Investment Bank July 2015 - Present
Colby College September 2011 - May 2015
Weeden & Co. June 2014 - July 2014
Wells Fargo Advisors June 2013 - August 2013
Scully Land Design, LLC June 2011 - August 2012
Farms Country Club June 2011 - August 2011
Gateway Community College June 2010 - August 2010
Skills
Leadership, Customer Service, Spanish, Team Building, Stata, Facebook, SPSS, Research, PowerPoint, Economics, Event Planning, Fundraising, Higher Education, Public Speaking, Social Media, Data Analysis, Microsoft Office, Microsoft Excel, Community Outreach, Microsoft Word, Volunteer Management
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), Economics-Mathematics: Financial Markets Concentration, Class of 2015
Pomfret School 2007 — 2011
High School Diploma
Fitmoo, Inc December 2014 - Present
Advantus Global Inc. April 2013 - September 2014
ChinaScope Financial January 2012 - April 2013
Thomson Reuters August 2010 - January 2012
Vocus May 2010 - August 2010
Skype June 2008 - August 2008
UBS August 2007 - November 2007
Weeden & Co. June 2007 - August 2007
Skills
Sales, Business Development, Sales Management, Salesforce.com, Market Research, Analytics, Social Media, Research, New Business Development, Management, Account Management, Project Management, Management Consulting, Microsoft Office, Customer Relations, Customer Service, Online Marketing, Cold Calling, Teamwork, Microsoft Excel, PowerPoint, Word, Outlook, Problem Solving, Lead Generation, E-commerce, Strategic Planning
Education
Elon University 2005 — 2009
BS, Business Administration
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor of Science, Business Adminstration
Gartner June 2013 - Present
Weeden & Co. April 2006 - May 2013
Skills
Equities, Trading, Equity Trading, Series 63, Hedge Funds, Valuation, Investor Relations, Series 7, Financial Modeling, Financial Services, Wealth Management, Business Networking, Business Development, Relationship Management, Venture Capital, Risk Management, Private Equity, Strategic Partnerships, Cloud Computing, Strategy, Enterprise Software, Management, Start-ups, SaaS, CRM, Salesforce.com, Product Management, Solution Selling, Product Marketing, Marketing Strategy
Education
University of Denver 1998 — 2001
Bachelor's degree, Mass Communication/Media Studies
Weeden & Co. April 2012 - Present
Citigroup Global Markets August 1992 - April 2012
Skills
Series 7, Equity Trading, Trading, Equities, Series 63, Fixed Income, Bloomberg, Capital Markets, Electronic Trading, Hedge Funds, Investments, Securities, Trading Systems
Education
Miami University
BTIG, llc May 2005 - Present
Adams, Harkness & Hill (now Canaccord Genuity) May 1994 - May 2005
Weeden & Co. 1990 - 1994
Morgan Stanley 1985 - 1990
Rudolf Wolff Commodities 1983 - 1985
Skills
Equities, Equity Trading, Series 7, Equity Research, Securities, Trading, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Electronic Trading, Hedge Funds, Investments, Investment Banking, Trading Systems, Program Trading, Portfolio Management, Series 63, Private Equity, Derivatives, ETFs, Financial Markets, Financial Services, Options
Education
Stony Brook University 1979 — 1983
BA, Economics
Stony Brook University 1979 — 1983
BA, Economics
East Meadow H.S. 1976 — 1979
Alliance Technology Partners October 2012 - Present
CapRok Capital October 2012 - April 2013
Close to home August 2011 - October 2012
Weeden & Co. October 2008 - August 2011
Weeden & Co. April 1998 - October 2008
Talbots June 1992 - April 1998
Skills
Desktop Administration, Microsoft Operating..., Symantec Endpoint..., Avaya Communication..., Bloomberg, Disaster Recovery, VMware, Thompson Reuters, Endpoint Security, Microsoft Office, McAfee, Software Installation, Windows Server, Citrix, RSA SecurID, IPC, WSUS, Business Continuity, Forefront, Network + Certified, McAfee ePO, Web Filtering, Hitachi Data Systems, Blackberry Enterprise..., Microsoft Exchange, HP Openview, NetApp
Education
Technical Institute of America 2012 — 2012
Network +
American International College 1991 — 1996
Bachelor of Science in Business Administration, Management Information Systems
Middleborough High School 1988 — 1991
Weeden & Co. February 2015 - Present
Cantor Fitzgerald December 2014 - January 2015
Weeden & Co. June 2014 - August 2014
Weeden & Co. December 2013 - January 2014
Cornell Pace Inc. June 2011 - August 2011
Cornell Pace Inc June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Social Media, Research, Public Speaking, Facebook, Teamwork, Event Planning, Customer Service, Leadership, Team Leadership, Social Networking, Social Media Marketing, Sales, Networking, Bloomberg Terminal, Economics, Microsoft Office, Microsoft Word
Education
Union College 2011 — 2015
Bachelor of Arts (B.A.), Economics/Anthropology
PSP Ventures, LLC December 2014 - Present
Pulteney Street Capital Management, LLC October 2012 - Present
Weeden & Co. July 2002 - July 2012
Citi May 1993 - July 2002
Skills
Series 63, Series 7, Electronic Trading, Hedge Funds, Bloomberg, Series 24, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Financial Services, Investment Management, FINRA, Trading, Mutual Funds, Asset Management, Equity Trading, Equities, Securities
Education
Hobart and William Smith Colleges 1986 — 1990
Bachelor of Arts (B.A.), Art and Economics
Hobart and William Smith Colleges 1986 — 1990
BA
Weeden & Co. September 2002 - Present
Jeppesen October 2000 - September 2002
Jeppesen October 1998 - October 2000
Skills
sales trading, Equity Trading, Trading Systems, Program Trading, Algorithms, Wrap Accounts, Prime Brokerage, Broker-Dealer, Market Structure, Order Routing, Closed-end Funds, MLP, research sales, Institutional Research, Research, Asset Management, Trading Strategies, Investment Sales, Equities, Bloomberg, Trading
Education
Purdue University 1993 — 1998
Bachelor of Science - School of Technology
Weeden & Co. March 1997 - June 2014
The New York Stock Exchange June 1994 - March 1997
Skills
Series 7, Series 24, Series 63, Series 99, Series 14, Internal Controls, Equities, Equity Research, Market Regulation, Surveillance, Securities Regulation, Equity Trading, Securities, FINRA
Education
St. John's University
Bachelor of Science (B.S.), Accounting
T3 Trading Group, LLC July 2012 - Present
Ipreo June 2011 - May 2012
Weeden & Co. June 2010 - August 2010
Landmark Partners February 2009 - May 2009
RBC Wealth Management – Private Banking February 2009 - May 2009
Skills
Bloomberg, Trading, Economics, Bloomberg Terminal, Investments, Securities, Equity Trading, Portfolio Management
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (BS), Economics
Trinity College-Hartford 2007 — 2011
Bachelor of Science (BS), Economics
Barclays Capital June 2012 - Present
Weeden & Co. September 2010 - June 2012
Skills
Series 63, Completed Level 1 of..., Bloomberg, Series 7, Capital Markets, ETFs, Electronic Trading, Equities, Equity Trading, Fixed Income, Hedge Funds, Financial Modeling
Education
Princeton University 2006 — 2010
Bachelor of Arts (B.A.)
Garden City High School 2002 — 2006
Weeden & Co. June 2008 - Present
Citi June 2006 - June 2008
Oracle Financial Services (formerly i-flex solutions) May 2000 - May 2006
Skills
PMP, MCDBA, CCNA, OCP, Autopilot, IT Project Management, Project Management, ITIL, System Administration, Servers, Databases
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), Information Technology, A
Symbiosis Center for Distance Education 2008 — 2010
PGDBA, Business Administration - Specialization : Finance, A+
S G R Polytechnic 1992 — 1995
Diploma in Computer Science & Engg, Computer Science
Veritas Technologies LLC August 2015 - Present
Bernard Technical Solutions, Inc. May 2015 - Present
D. BROCK INC (DBI Staffing) November 2014 - May 2015
EMC September 2010 - October 2014
Thomson Reuters May 2007 - September 2010
Weeden & Co. 2006 - 2007
Re:Sources USA IT (Publicis Groupe) 1997 - 2006
Skills
SAN, High Availability, Storage Virtualization, IT Service Management, IT Operations, Disaster Recovery, Business Continuity, Backup Solutions, NetBackup, Fibre Channel, Data Domain, Deduplication, Storage Architecture, Server Architecture, Tape Libraries, Sun, iSCSI, Active Directory, DNS, Storage Management, Hardware, Citrix, RedHat, Red Hat Linux, EMC Networker, Cisco Technologies, EMCSA, EMCTA, Replication, Microsoft Exchange, Windows Server, RHEL, Backup & Recovery..., HP, Storage, Data Center
Education
Baruch College, City University of New York (CUNY) 1988 — 1993
B.B.A., Operation's Management
Technical Career Institutes 1996 — 1997
A.A.S., Electronics Engineering Technology
Weeden & Co. March 1987 - Present
Moseley Hallgarten, Estabrook and Weeden August 1984 - March 1987
Skills
Hedge Funds, Fixed Income, Bloomberg
Education
Pace University - Lubin School of Business 1980 — 1983
BBA, Marketing
Iona College 1979 — 1983
Goldman Sachs January 2015 - Present
Goldman Sachs April 2013 - Present
Citi July 2011 - April 2013
Weeden & Co. June 2010 - August 2010
Northwestern Mutual May 2009 - June 2009
Skills
Excel, PowerPoint, Word, Microsoft Office, Data Analysis, Outlook, Social Networking, Account Reconciliation, Accounting, Auditing, Bloomberg, Microsoft Excel, Microsoft Word, Sales, Trading
Education
Boston College 2007 — 2011
BA, Mathematics & Communications
Hackley School 2003 — 2007
Insight Global August 2015 - Present
Weeden & Co. May 2014 - August 2014
Azione Unlimited May 2013 - August 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Leadership, Microsoft Word, Customer Service, Social Media, Teamwork, Event Planning, Research
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Finance and Marketing
Devon Preparatory School 2007 — 2011
21st Century Fox April 2015 - Present
FOX Sports Florida March 2014 - April 2015
FOX Sports January 2013 - March 2014
Fox Broadcasting Company May 2012 - January 2013
Weeden & Co. May 2011 - August 2011
Skills
Client Relations Skills, Marketing Strategy, Financial Analysis, Public Speaking, Quantitative Research, Sports Marketing, Sales, Microsoft Office, Advertising Sales, Proposal Writing, Research, Management
Education
Colgate University
Fullbridge Program
ADP (Automated Data Processing) April 2013 - Present
Brown Brothers Harriman January 2007 - December 2011
NexTran Group LLC 2003 - 2004
Weeden & Co. 1999 - 2003
Sajag Securities 1998 - 1999
Skills
Business Intelligence, Business Analysis, Data Warehousing, Financial Services, SQL, Team Leadership, Project Management, DB2, CSRs, Hyperion Interactive..., Risk Management, Global Custody, Analysis, Business Analytics, Data Mining, Management, Process Improvement, Requirements Analysis, SDLC, Vendor Management, IT Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2006
Master of Business Administration (M.B.A.), Finance, First Class
Cummins College Of Engineering 1993 — 1997
B.E., Pune University, Electronics & Telecommunicatons
CDAC
Karnatak High School
CRT Capital Group March 2008 - Present
Weeden & Co. May 2005 - January 2008
Imperial Capital LLC April 2004 - May 2005
Bear, Stearns & Co. Inc. November 1999 - March 2004
Bloomberg LP July 1999 - October 1999
Clarion Capital Asia Ltd. January 1997 - June 1999
Peregrine Securities January 1996 - January 1997
American Chamber of Commerce in Hong Kong February 1995 - January 1996
Legislative Council of Hong Kong October 1993 - February 1995
Institute on Church and Social Issues September 1992 - June 1993
Skills
Hedge Funds, High Yield, Special Situations, Equities, Securities, Credit, Investments, Capital Markets, Trading, Portfolio Management, Emerging Markets, Fixed Income, Investment Banking, Bonds, Bloomberg, Fixed Income Analysis, Capital Structure, Asset Management, Finance, Equity Research, Alternative Investments, Bankruptcy, Valuation
Education
Yale University 1990 — 1992
Master of Arts (M.A.), Religion/Religious Studies
New York University 1986 — 1990
BA, Politics
Weeden & Co. June 2014 - Present
Imperial Capital, LLC. March 2012 - May 2014
Imperial Capital Asset Management, LLC. March 2012 - May 2014
RBS February 2010 - February 2012
Cantor Fitzgerald May 2003 - January 2010
Abbey National Treasury Services 2001 - 2003
Skills
Equities, Securities, Fixed Income, Capital Markets, AML, Series 7, FINRA, Investment Banking, Series 63, Derivatives, Hedge Funds, Prime Brokerage, Equity Derivatives, Asset Managment, Structured Products, Swaps, Bloomberg
Education
University of Florida 1990 — 1994
Bachelor of Science (BS)
Gleacher & Co. October 2008 - Present
American Technology Research February 2004 - October 2008
Soundview Technology Group 1997 - January 2004
Weeden & Co. 1995 - 1997
Skills
Series 7, Equities, Investments, Capital Markets, Series 63, Trading, Trading Systems, Equity Trading, Bloomberg, Electronic Trading
Education
The University of Georgia 1990 — 1994
ABJ, Journalism
Roswell High School
St. Philips School
Weeden & Co. May 2007 - April 2012
UBS Investment Bank January 2000 - May 2007
Stephens Inc. January 1997 - January 2000
Skills
Bloomberg, Series 7, Equities, Equity Sales
Education
Union College 1988 — 1992
BA, Economics
Merrill Edge April 2013 - Present
Weeden & Co. January 2009 - May 2012
Weeden & Co. September 2000 - January 2009
Prudential Investment Advisors 1986 - 2000
Prudential Insurance 1986 - 2000
Prudential Equity Management 1986 - 2000
Skills
Series 63, Series 7, Equities, Securities, Bloomberg, Equity Trading, Electronic Trading, Trading Systems, Back Office, Microsoft Excel, Program Trading, Microsoft Word, Customer Support, Operations Management, Euroclear, DTC, International..., Omgeo Oasys, Oasys, Crest, Cedel, Series 55, ETFs, Hedge Funds, Capital Markets, FINRA, Fixed Income, Trading
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Arts (B.A.), Economics
William Blair & Company November 2011 - Present
Weeden & Co. March 2010 - August 2011
Pali Capital June 2008 - February 2010
Banc of America Securities October 2000 - February 2008
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Saks Fifth Avenue 1998 - 1998
Harold's Stores, Inc. 1995 - 1997
Neiman Marcus 1993 - 1995
Education
Texas A&M University 1989 — 1993
BS
Robert A.M. Stern Architects November 2013 - Present
Kohn Pedersen Fox May 2011 - November 2013
Weeden & Co. June 2007 - December 2010
US Merchant Marine Academy September 2006 - June 2007
CUNY School of Professional Studies August 2005 - September 2006
Skills
Software Installation, Databases, Printers, Information Technology, Help Desk Support, Windows 7, Training, Laptops, Hardware, Project Management, Microsoft Office, Windows, Microsoft Exchange, Active Directory, Workstations, Citrix, Windows Server, XP, Antivirus, Computer Maintenance, Networking, VMware, Disaster Recovery, Troubleshooting, Technical Support, Network Administration, Computer Hardware, Blackberry Enterprise..., DNS, VPN, System Administration, Servers, Windows XP, Virtualization
Education
Touro College 2008 — 2013
Master's degree, Instructional Technology
State University of New York College at Old Westbury 2003 — 2005
B.S., Managment Information Systems
Wall Street Horizon January 2014 - Present
Saratoga Capital LLC June 2011 - December 2012
NavPoint LLC August 2010 - June 2011
Nova Capital Markets, LLC April 2008 - August 2010
Canaccord Adams June 1995 - November 2007
IBM 1991 - 1994
Weeden & Co. 1990 - 1991
Skills
Equities, Equity Trading, Investments, Electronic Trading, Risk Management, Securities, Series 7, Options, Series 63, Sales Management, Account Management, New Business Development, Strategic Planning, Investment Management, Portfolio Management, Branch Management, Financial Markets, Plannning, Trading Systems, Salesforce.com, Financial Management, Compliance, Budget Analysis, Staff Planning, Financial Data
Education
Binghamton University - School of Management 1992 — 1994
MBA, Financial Management
Bentley University
BS, Economics-Finance
Berner High School
mary stark lmt March 1998 - Present
Weeden & Co. 1994 - 1998
Waldorf Astoria Hotel 1993 - 1995
Skills
Phenomenal Touch, Deep Tissue Massage, Swedish, Therapeutic Massage, Craniosacral Therapy, Trigger Point Therapy, Reflexology, Stretching, Shiatsu, Hot Stone, Chair Massage
Education
Swedish Institute a College of Health Sciences 1992 — 1994
associate in occupational studies, massage therapy
Lewis and Clark College 1976 — 1979
BA, Theater
MooMotion July 2011 - Present
Weeden & Co. February 2008 - August 2010
Banc of America Securities March 2007 - November 2007
NASDAQ August 2003 - August 2006
Education
Parsons School of Design 2010 — 2011
University of California, Davis 1997 — 2001
BS
Weeden & Co. June 2000 - Present
Education
Colgate University 1996 — 2000
Pittsford
Weeden & Co. December 2005 - Present
Fulcrum Global Partners 2003 - 2005
Investment Bank March 1998 - February 2003
JP Morgan Chase 1999 - 2003
Skills
Series 7, Equities, Options, Series 63, Financial Markets, Trading, Bloomberg, Derivatives, Alternative Investments, Brokers, Asset Management, Fixed Income, Capital Markets, Electronic Trading, Hedge Funds, Investments, Securities, Investment Banking, Portfolio Management, Risk Management, Equity Trading, Series 24, Trading Systems, Valuation, Private Equity, Equity Research, Mutual Funds, ETFs, FINRA, Bonds, Investment Strategies, Asset Allocation, Investment Advisory, FX Options
Education
Hobart and William Smith Colleges 1986 — 1990
BA, Economics
Weeden & Co. September 2012 - Present
New Albion Partners May 2008 - August 2012
BNP Paribas May 2005 - April 2008
KBC Finiancial Products / Adirondack Trading 2000 - 2005
Apex Investments January 1998 - April 2000
Education
Stanford University 1993 — 1997
Weeden & Co. July 1999 - Present
Education
Hofstra University 1995 — 2000
Bachelor of Business Administration, Accounting
McKay Brothers, LLC May 2013 - Present
Quincy Data LLC May 2013 - Present
Weeden & Co. 2009 - 2012
Citi 2006 - 2009
UBS Investment Bank 2005 - 2006
Citigroup / Lava Trading 2004 - 2005
Reuters 1997 - 2004
Rudick Asset Management 1994 - 1996
Feshbach Brothers 1993 - 1994
Capital Institutional Services, Inc. 1990 - 1993
Skills
Equities, Trading, Market Data, Series 7, Financial Markets, Trading Technology, Equity Trading, Smart Order Routing, Electronic Trading, Market Structure, Trading Systems, Bloomberg, Options, Series 63, Institutional, Program Trading, Market Making, Series 55, Integrity, Capital Markets, Hedge Funds, ETFs, Electronic Trading..., Securities, Relationship Management, Trading System, Buy-side, Trading Strategies, Sell Side, Order Management, Exchange Connectivity, Financial Services, Traders, Technical Analysis, SaaS, High Frequency Trading, Ultra Low Latency, High Speed Data, Investments, FINRA, Swaps, Portfolio Management, Routing
Education
University of California, Berkeley
BS, Economics & Statistics
Weeden & Co. September 1996 - June 2014
Chicago Wolves 1994 - 1996
Las Vegas Thunder 1993 - 1994
Skills
Equities, Hedge Funds, Bloomberg, Series 7, Capital Markets, Trading, Microsoft Excel, Series 63, Equity Trading, Investments, FINRA, Risk Management, Securities, Trading Systems
Education
Yale University 1989 — 1993
BA, Economics
Choate Rosemary Hall 1987 — 1989
Weeden & Co. MD/PrincipalBear Stearns & Co1998 - 2008
Prudential Securities 1994 - 1998
Bessemer Trust 1989 - 1994
John S. Herold, Inc. 1986 - 1989
Texaco 1978 - 1986
Education
Skidmore College 1974 — 1978
Business
American School of the Hague 1973 — 1974
Newton Country Day School of the Sacred Heart 1970 — 1974
TRILLIUM - Labs - Trading - Funds November 2014 - Present
Amberstone Capital Management LLC (successor of DKR Fusion Management, LLP) October 2012 - September 2014
ConvergEx Group January 2012 - August 2012
DKR Fusion Management LP February 2005 - December 2011
Deutsche Bank AG May 2004 - January 2005
UBS Securities LLC December 2003 - March 2004
Weeden & Co. November 2000 - November 2003
Greenwich Capital Markets August 1999 - November 2000
Reuters Analytic Group (dissolved) March 1998 - July 1999
Market Data Corporation (dissolved) July 1996 - March 1998
Skills
Trading Systems, Options, Fixed Income, Trading
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance, International Investments
University at Albany, SUNY 1990 — 1994
BS, Combined Major: Computer Science & Applied Mathematics
Bloomberg LP February 2012 - Present
Weeden & Co. September 2010 - October 2011
Rational Algorithmic Trading Engine, RATE November 2009 - September 2010
Deutsche Bank June 2007 - November 2009
Citi 1999 - 2007
Coned 1996 - 1999
Skills
Trading Systems, Linux, Equities, Market Data, C++, Low Latency, Trading, Sybase, Electronic Trading, Enterprise Architecture
Education
New York University - Polytechnic School of Engineering 2005 — 2007
BS, Computer Science
Weeden & Co. May 2006 - Present
UBS Investment Bank 1996 - 2006
Education
Dartmouth College 1990 — 1994
BA
Weeden & Co. April 2014 - Present
ConvergEx Group January 2006 - March 2014
Soundview Technology Group 1994 - 2005
Skills
Series 7, Electronic Trading, Trading, Bloomberg, Capital Markets, Equities, Equity Research, Equity Sales, Equity Trading, Hedge Funds, Investment Banking, Investments, Series 63, Trading Systems
Education
Rollins College 1987 — 1991
Bachelor of Arts (BA), Economics
StoneCastle Land & Home Financial December 2014 - Present
MR Beal & Company January 2013 - November 2014
Jackson Securities February 2010 - January 2013
Magna Securities March 2009 - March 2010
Screaming Eagle Trading February 2006 - February 2009
Oppenheimer & Co. January 2003 - February 2006
Lehman Brothers 2000 - 2000
Robertson Stephens 1990 - 2000
Weeden & Co. March 1986 - January 1990
City of Cleveland January 1980 - January 1982
Skills
Trading, Equities, Investment Banking, Capital Markets, Asset Managment, Equity Trading, Investments, Electronic Trading, Trading Systems, Fixed Income, Equity Research, Series 7, Hedge Funds, Valuation, Securities, Financial Modeling, Corporate Finance, Portfolio Management, Public Finance, Program Trading, Prime Brokerage, Equity Derivatives, Bonds, Asset Management, Bloomberg
Education
Golden Gate University 1988 — 1990
MBA, Investments and Securities
Cleveland State University 1979 — 1980
Master of Science (MS), Urban Planning
st edwards high school
Weeden & Co. November 2007 - Present
Volkswagon of Larchmont August 2007 - November 2007
Skills
Microsoft Excel, Adobe Acrobat, Outlook, Organization Skills, New York notary
Education
Iona College 2005 — 2007
Bachelors, Accounting
Dutchess Community College 2001 — 2003
Associates, Business
Cornerstone Macro LLC June 2014 - Present
Concept Capital Markets, LLC January 2014 - June 2014
Concept Capital Markets, LLC January 2013 - January 2014
Weeden & Co. 2008 - January 2013
Citigroup 1993 - 2008
Skills
Bloomberg, Equity Trading, Series 63, Electronic Trading, Series 7, Equities, Trading, Securities, FINRA, Hedge Funds, Options, Alternative Investments, Capital Markets, Trading Systems
Education
Fairfield University 1988 — 1992
Independent 2014 - Present
Weeden & Co. 2012 - 2013
Commerzbank AG December 2010 - May 2012
Dresdner Kleinwort 2007 - 2009
AGS Specialists 2005 - 2007
Capstone Investment Advisors 2004 - 2005
Mako Global Derivatives June 2001 - 2004
Skills
Options, Equities, Equity Derivatives, Trading, Capital Markets, Derivatives, Commodity, Portfolio Management, Electronic Trading, Hedge Funds
Education
Lehigh University 1996 — 2000
BS, Civil Engineering
Lehigh University - College of Business and Economics 1996 — 2000
BS, Finance
New York University
Masters-Level Coursework, Financial Mathematics
Wunderlich Securities September 2015 - Present
Avatar Securities, LLC April 2015 - June 2015
William Blair & Company December 2012 - November 2014
Citadel Securities Inc August 2010 - August 2011
Weeden & Co. September 2009 - August 2010
Credit Suisse First Boston July 2007 - December 2008
Merrill Lynch January 1994 - May 2007
Skills
Equity Derivatives, Equity Trading, Electronic Trading, Hedge Funds, Equities, Trading Systems, Series 7, Options, Series 63, Bloomberg, Derivatives, Capital Markets, Fixed Income, Investment Banking, Portfolio Management, Trading, Credit Derivatives, Finance, Management
Education
Rutgers University – Camden 1986 — 1990
BS, Business
Signal Investment Research June 2013 - Present
KLR Group September 2012 - May 2013
Drill Down Research 2012 - 2013
Pritchard Capital January 2011 - June 2012
Weeden & Co. 1999 - 2010
Ark Asset Management July 1993 - August 1998
Skills
Series 7, Series 63, Equity Trading, Options, Hedge Funds, Trading, Equities, Portfolio Management, Bloomberg, Venture Capital, Financial Analysis, Alternative Investments, Asset Management, Capital Markets, Equity Research, Financial Modeling, Investments
Education
New York University, Stern School of Business 1998 — 1999
Master of Business Administration (MBA), Finance and Economics
Providence College 1989 — 1993
Bachelor of Arts (BA), Economics
Sterne Agee October 2009 - Present
Weeden & Co. May 2008 - September 2009
Citigroup June 1993 - May 2008
Skills
Trading, Strategic Planning, Bloomberg, Capital Markets, Fixed Income, Derivatives, Series 7, Alternative Investments, Series 63, Equities, Hedge Funds, Electronic Trading, Equity Trading, Managing Meetings, Trading Systems, FINRA, Investment Banking
Education
University of Richmond 1989 — 1993
B.A., International Economics
Bloomberg News 2011 - Present
Bloomberg LP 2011 - 2011
Weeden & Co. 1977 - 2010
Skills
Creative Writer, trivia
Education
Northeastern University
Weeden & Co. January 2015 - Present
E2W Limited May 2013 - July 2014
BNY ConvergEx 1999 - 2011
BISYS Fund Services 1999 - 2005
State Street 1996 - 1999
Digitas 1994 - 1996
Skills
Wealth Management, Business Strategy, Strategic Financial..., Leadership, Financial Risk, Due Diligence, Equity Research, VBA, Client Services, Strategic Partnerships, P&L Management, Corporate Actions, Bonds, Negotiation, Credit Derivatives, Creative Strategy, Direct Sales, Contract Negotiation, Enterprise Software, Cloud Computing
Education
Bentley University
Master of Business Administration (MBA), Marketing
The University of Connecticut School of Business
Bachelor's degree, Accounting and Finance
Weeden & Co. January 1992 - January 2012
Paine Webber October 1980 - November 1991
Skills
Microsoft Excel, Customer Service, Financial Analysis, Business Strategy, Strategic Planning, Budgets, Leadership, Event Planning, Microsoft Office
Education
Reed College 1972 — 1976
Bachelor's degree, Economics
Weeden & Co. April 2009 - Present
UBS Investment Bank 2003 - 2009
Morgan Stanley 1995 - 2003
Skills
Equity Trading, Bloomberg, Trading, Hedge Funds, Options, ETFs, Derivatives, FINRA, Equity Derivatives, Securities, Capital Markets, Financial Markets, Fixed Income, Prime Brokerage, Investment Banking, Series 7, 63, 55, 3, 9,...
Education
Boston College 1989 — 1993
Kennebunk High School
Weeden & Co. September 2006 - Present
Cowen and Company 2003 - 2006
CIBC World Markets 1993 - 2003
Skills
Series 7, Securities, Electronic Trading, Equities, Equity Trading, Series 63, Bloomberg, Hedge Funds, Trading Systems, ETFs, FINRA, Financial Markets, Series 24
Education
Ithaca College
Ithaca College
Redan Capital, LLC August 2015 - Present
R6 Capital Group LLC April 2014 - July 2015
Banco Espirito Santo New York December 2011 - June 2013
Fidelity Capital Markets May 2010 - October 2011
Weeden & Co. October 2007 - 2010
E*trade Capital Markets January 2001 - October 2007
Spear, Leeds & Kellog 2000 - 2001
Oppenheimer & Close, Inc 1999 - 2001
SG Cowen 1997 - 1999
Skills
Financial Services, Equities, Series 63, Fixed Income, Hedge Funds, Series 7, Trading, Sales, Equity Trading, Securities, Electronic Trading, Capital Markets
Education
Columbia University in the City of New York
Continuing education
Ohio Wesleyan University
avon old farms
Lake Forest Country Day School - LFCDS
Weeden & Co. August 2006 - Present
Skills
Equities, Series 7, Bloomberg
Education
Manhattan College 1988 — 1992
Bachelor of Science (BS), Finance, General
Cantor Fitzgerald October 2012 - Present
Auriga Securities July 2011 - June 2012
Collins Stewart 2009 - 2011
Natixis 2003 - 2008
Schwab Soundview 2003 - 2004
Weeden & Co. 2003 - 2004
SG Cowen 1990 - 2003
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Trading, Bloomberg, Derivatives, Asset Management, Investment Banking, Investments, Series 7, Equity Research, Equity Trading, Financial Markets, Securities, Alternative Investments, Portfolio Management, Electronic Trading, Valuation, Options, Series 63
Education
Ohio University 1978 — 1982
BA, Economics
Weeden & Co. March 2008 - Present
Citi July 2006 - February 2008
Skills
Series 7, Bloomberg, Trading, Equities, Series 63, Series 55, Series 24, Electronic Trading, Hedge Funds, Securities, Fixed Income, Financial Modeling, FINRA
Education
College of the Holy Cross 2002 — 2006
BS, political science
Weeden & Co. July 1988 - Present
Spicer & Oppenheim August 1986 - May 1988
Skills
Financial Reporting, Accounting, Reconciliation, Financial Modeling, Currency, Due Diligence, Equities, Forecasting, Valuation, Asset, Payments, P&L, FX, Options
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BS, Accounting
MBS Value Partners February 2015 - Present
The Mackenzie Group, LLC 2013 - 2015
NYPPEX Private Markets 2012 - 2013
PCP Inversiones S.A. 2009 - 2010
Himelsein Mandel Fund Management 2008 - 2009
Booke & Company 2006 - 2007
Weeden & Co. 2004 - 2004
Skills
Private Equity, Hedge Funds, Investor Relations, Equities, Marketing, Capital Markets, Emerging Markets, Consulting, Strategy, Management, Strategic Communications, Business Strategy, Finance, Asset Management
Education
IAE Business School - Universidad Austral 2011 — 2011
Master of Business Administration (MBA)
Bucknell University 2001 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs
Weeden & Co. July 2010 - Present
Logicsoft Inc. December 2006 - July 2010
Primacess Technologies August 2003 - December 2006
Skills
ASP.NET, ASP.NET MVC, C#, Custom Backoffice..., HTML 5, ASP.NET AJAX, Telerik, Telerik Controls, Telerik Web Controls, Microsoft SQL Server, JavaScript, jQuery, jQuery UI, LINQ, ADO.NET, Entity Framework, PHP, MySQL, RESTful WebServices, Microsoft Exchange Web..., Data Dynamics Active..., Kendo UI, Oracle, VSS, Agile Methodologies
Education
Osmania University 2000 — 2003
Masters in Computer Applications, Computer Science
Weeden & Co. February 1998 - Present
Skills
Equities, Series 7, Securities, Bloomberg, Trading, Hedge Funds, Investments, Capital Markets, Fixed Income, Derivatives
Education
Saint Thomas Aquinas College
Waycross Partners October 2013 - Present
Weeden & Co. January 2012 - January 2013
Weeden & Co. September 2011 - May 2012
Weeden & Co. July 2009 - December 2011
AIG Investments July 2008 - January 2009
Bank of America July 2006 - January 2008
Citi 2006 - 2006
NERA Economic Consulting September 2000 - June 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook
Education
The Ohio State University Fisher College of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Kenyon College 1996 — 2000
Bachelor's degree, Economics
Weeden & Co. January 2001 - Present
Skills
Bloomberg, Equities, Financial Markets, Trading Systems
Education
Colby College 1996 — 2000
BA, Economics
Yengst Associates June 2013 - August 2013
Weeden & Co. June 2012 - August 2012
Sterne Agee June 2011 - August 2011
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (BA), Applied Physics