Westminster Securities Corporation
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19 Westminster Securities Corporation employees in database. Find out everything there's to know about Westminster Securities Corporation employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Westminster Securities Corporation Employees
Employee
Years
Job
Industry
Marc Deutsch Marc Deutsch's Westminster Securities Corporation Experience December 2000 - April 2009
Job Jh Darbie & Co
Industry Financial Services
Experience
JH Darbie August 2009 - Present
Woodmere Fire Department 2003 - Present
Jesup & Lamont February 2007 - May 2009
Westminster Securities Corporation December 2000 - April 2009
Skills
Sales Management, Mergers & Acquisitions, Strategic Planning, Customer Service, Budgets, Equities, Microsoft Excel, Marketing Strategy, Social Media, Microsoft Office, Project Management, Investments, Public Speaking, Insurance, Financial Modeling, Team Building, Financial Analysis, Direct Sales, Microsoft Word, Negotiation, Research, English, Teaching, Outlook, Hedge Funds, Private Equity, Disaster Response, Capital Markets, Asset Management, Due Diligence, Investment Banking, Securities, Alternative Investments, Corporate Finance, Valuation, IPO, Venture Capital, Trading, Strategic Financial..., Retirement Planning, Mutual Funds, Strategy, Financial Planning, Start-ups, Derivatives, Private Placements, Bonds, Finance, Funding, Sales
Education
City University of New York-Brooklyn College 1988 — 1990
yeshivah of flatbush
JH Darbie August 2009 - Present
Woodmere Fire Department 2003 - Present
Jesup & Lamont February 2007 - May 2009
Westminster Securities Corporation December 2000 - April 2009
Skills
Sales Management, Mergers & Acquisitions, Strategic Planning, Customer Service, Budgets, Equities, Microsoft Excel, Marketing Strategy, Social Media, Microsoft Office, Project Management, Investments, Public Speaking, Insurance, Financial Modeling, Team Building, Financial Analysis, Direct Sales, Microsoft Word, Negotiation, Research, English, Teaching, Outlook, Hedge Funds, Private Equity, Disaster Response, Capital Markets, Asset Management, Due Diligence, Investment Banking, Securities, Alternative Investments, Corporate Finance, Valuation, IPO, Venture Capital, Trading, Strategic Financial..., Retirement Planning, Mutual Funds, Strategy, Financial Planning, Start-ups, Derivatives, Private Placements, Bonds, Finance, Funding, Sales
Education
City University of New York-Brooklyn College 1988 — 1990
yeshivah of flatbush
Rosa Fajardo Rosa Fajardo's Westminster Securities Corporation Experience June 2002 - May 2005
Job Administrative Assistant IV at Wells Fargo
Industry Financial Services
Experience
Wells Fargo - REIT Finance and Loan Syndications October 2015 - Present
Citi-OneMain Financial July 2015 - October 2015
Wells Fargo - Corporate Market Risk September 2014 - July 2015
American International Group, Inc. (AIG) January 2014 - May 2014
HSBC Bank USA June 2008 - June 2013
Bear Stearns May 2005 - June 2008
Westminster Securities Corporation June 2002 - May 2005
Skills
Bilingual, Outlook, Lotus Notes, Microsoft Office 2007, Concur, Ariba, SAP, Lotus Domino, Bloomberg, Microsoft Excel, Accounts Payable
Education
Berkeley College
Associates Degree, Information Systems Management
Wells Fargo - REIT Finance and Loan Syndications October 2015 - Present
Citi-OneMain Financial July 2015 - October 2015
Wells Fargo - Corporate Market Risk September 2014 - July 2015
American International Group, Inc. (AIG) January 2014 - May 2014
HSBC Bank USA June 2008 - June 2013
Bear Stearns May 2005 - June 2008
Westminster Securities Corporation June 2002 - May 2005
Skills
Bilingual, Outlook, Lotus Notes, Microsoft Office 2007, Concur, Ariba, SAP, Lotus Domino, Bloomberg, Microsoft Excel, Accounts Payable
Education
Berkeley College
Associates Degree, Information Systems Management
Ammon Binning Ammon Binning's Westminster Securities Corporation Experience 2007 - 2009
Job Energy Trader at ACES – excellence in energy
Industry Oil & Energy
Experience
Centaurus Health Strategies March 2012 - June 2014
Cognito April 2011 - December 2011
Pfizer April 2010 - September 2010
Impact Investment Exchange (Asia) January 2010 - June 2010
Westminster Securities Corporation 2007 - 2009
University of Hawaii Foundation 2006 - 2007
Skills
Public Relations, Press Releases, Nonprofits, Fundraising, Investment Banking, CRM, Marketing Communications, Institutional Sales, Investment Research, Market Research, Private Equity Funding, Management Consulting, Energy Markets
Education
National University of Singapore 2009 — 2011
Master, Public Policy
New York University
Certificate in Global Affairs, Global Affairs
University of Hawaii at Manoa 2003 — 2007
Bachelor of Arts, Economics
Thammasat University 2004 — 2005
International Exchange
Nihon University 2004 — 2004
International Exchange
Centaurus Health Strategies March 2012 - June 2014
Cognito April 2011 - December 2011
Pfizer April 2010 - September 2010
Impact Investment Exchange (Asia) January 2010 - June 2010
Westminster Securities Corporation 2007 - 2009
University of Hawaii Foundation 2006 - 2007
Skills
Public Relations, Press Releases, Nonprofits, Fundraising, Investment Banking, CRM, Marketing Communications, Institutional Sales, Investment Research, Market Research, Private Equity Funding, Management Consulting, Energy Markets
Education
National University of Singapore 2009 — 2011
Master, Public Policy
New York University
Certificate in Global Affairs, Global Affairs
University of Hawaii at Manoa 2003 — 2007
Bachelor of Arts, Economics
Thammasat University 2004 — 2005
International Exchange
Nihon University 2004 — 2004
International Exchange
Kenny Hart Kenny Hart's Westminster Securities Corporation Experience March 2005 - April 2009
Job Sales Account Executive at Connectik Technologies
Industry Financial Services
Experience
Connectik Technologies March 2015 - Present
Intelligent Fish, Inc. January 2014 - March 2015
Incumaker, Inc. May 2014 - December 2014
StreetCapital, Inc. June 2010 - December 2013
Hudson Securities April 2009 - May 2010
Westminster Securities Corporation March 2005 - April 2009
Coastline Enterprises May 2001 - January 2005
LaBranche & Co. March 1997 - May 2001
Skills
Valuation, Corporate Finance, Investment Banking, Private Equity, Reverse Mergers, Private Placements, Mergers & Acquisitions, Mergers, Equities, Capital Markets, Investments, Financial Modeling, Due Diligence, IPO, Asset Management, Venture Capital, Alternative Investments, Securities, Trading, Corporate Development, Financial Structuring, Hedge Funds, Investor Relations, Emerging Markets, Equity Research, Funding, Commodity, Portfolio Management, Restructuring
Education
The College of New Jersey 1994 — 1996
M.Ed, Education
Saint John's University 1990 — 1994
BS, Education
Connectik Technologies March 2015 - Present
Intelligent Fish, Inc. January 2014 - March 2015
Incumaker, Inc. May 2014 - December 2014
StreetCapital, Inc. June 2010 - December 2013
Hudson Securities April 2009 - May 2010
Westminster Securities Corporation March 2005 - April 2009
Coastline Enterprises May 2001 - January 2005
LaBranche & Co. March 1997 - May 2001
Skills
Valuation, Corporate Finance, Investment Banking, Private Equity, Reverse Mergers, Private Placements, Mergers & Acquisitions, Mergers, Equities, Capital Markets, Investments, Financial Modeling, Due Diligence, IPO, Asset Management, Venture Capital, Alternative Investments, Securities, Trading, Corporate Development, Financial Structuring, Hedge Funds, Investor Relations, Emerging Markets, Equity Research, Funding, Commodity, Portfolio Management, Restructuring
Education
The College of New Jersey 1994 — 1996
M.Ed, Education
Saint John's University 1990 — 1994
BS, Education
Imran Khan, CFA Imran Khan, CFA's Westminster Securities Corporation Experience March 2006 - December 2007
Job Senior Analyst at Wood Mackenzie
Industry Financial Services
Experience
Wood Mackenzie December 2013 - Present
Planned Advisors, LLC September 2011 - September 2013
Hudson Securities December 2007 - September 2010
Westminster Securities Corporation March 2006 - December 2007
UBS Wealth Management September 2003 - December 2003
Skills
Portfolio Management, Equity Valuation, Developing Client..., M&A due diligence, Business Analysis, Financial Modeling, Strategy, Due Diligence, Investment Banking, Equities, Competitive Analysis, Valuation, Risk Management, Mergers, Securities, Business Strategy, Derivatives, Mergers & Acquisitions, Finance, Investments, Private Equity, Equity Research, Trading, Corporate Finance, Business Planning, Analysis
Education
Georgia Institute of Technology 1996 — 1998
MSCE
Georgia Institute of Technology 1991 — 1996
BSCE
Wood Mackenzie December 2013 - Present
Planned Advisors, LLC September 2011 - September 2013
Hudson Securities December 2007 - September 2010
Westminster Securities Corporation March 2006 - December 2007
UBS Wealth Management September 2003 - December 2003
Skills
Portfolio Management, Equity Valuation, Developing Client..., M&A due diligence, Business Analysis, Financial Modeling, Strategy, Due Diligence, Investment Banking, Equities, Competitive Analysis, Valuation, Risk Management, Mergers, Securities, Business Strategy, Derivatives, Mergers & Acquisitions, Finance, Investments, Private Equity, Equity Research, Trading, Corporate Finance, Business Planning, Analysis
Education
Georgia Institute of Technology 1996 — 1998
MSCE
Georgia Institute of Technology 1991 — 1996
BSCE
Nicholas Benedetto, ESQ Nicholas Benedetto, ESQ's Westminster Securities Corporation Experience September 2007 - September 2009
Job Compliance Officer at JPMorgan Chase
Industry Law Practice
Experience
JPMorgan Chase January 2014 - Present
The Madison Square Garden Company May 2002 - Present
Napoli Bern Ripka Shkolnik LLP April 2013 - November 2013
Westminster Securities Corporation September 2007 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Legal Research, AML, Attorneys, Legal Compliance, Legal Writing, Litigation, Banking, Due Diligence, Corporate Law, Westlaw
Education
Thomas M. Cooley Law School 2009 — 2012
Doctor of Law (J.D.), Business/Corporate Communications
Saint John's University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance, General
JPMorgan Chase January 2014 - Present
The Madison Square Garden Company May 2002 - Present
Napoli Bern Ripka Shkolnik LLP April 2013 - November 2013
Westminster Securities Corporation September 2007 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Legal Research, AML, Attorneys, Legal Compliance, Legal Writing, Litigation, Banking, Due Diligence, Corporate Law, Westlaw
Education
Thomas M. Cooley Law School 2009 — 2012
Doctor of Law (J.D.), Business/Corporate Communications
Saint John's University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance, General
Octavio Valenzuela Octavio Valenzuela's Westminster Securities Corporation Experience April 2007 - December 2008
Job Equities Trader
Industry Financial Services
Experience
Scottsdale Capital Advisors February 2014 - Present
BMA Securities August 2013 - January 2014
Merrill Lynch August 2011 - February 2013
New York Life Insurance Company September 2010 - December 2011
Westminster Securities Corporation April 2007 - December 2008
Westminster Securities Corporation April 2007 - December 2008
The Vertical Group Inc. April 2005 - April 2007
Carlin Equities Corp. November 2002 - April 2005
Ladenburg Thalmann January 2001 - February 2002
William V. Frankel and Co. November 1996 - January 2001
Skills
Retirement Planning, 401k, Life Insurance, Spanish, Series 7, Securities, Equity Trading, Series 63, Investments, Long Term Care Insurance, Series 66, Series 55, Series 24, Equities, Trading
Education
University of Arizona 1991 — 1996
B.S., Regional Development
Catalina High School 1983 — 1987
Scottsdale Capital Advisors February 2014 - Present
BMA Securities August 2013 - January 2014
Merrill Lynch August 2011 - February 2013
New York Life Insurance Company September 2010 - December 2011
Westminster Securities Corporation April 2007 - December 2008
Westminster Securities Corporation April 2007 - December 2008
The Vertical Group Inc. April 2005 - April 2007
Carlin Equities Corp. November 2002 - April 2005
Ladenburg Thalmann January 2001 - February 2002
William V. Frankel and Co. November 1996 - January 2001
Skills
Retirement Planning, 401k, Life Insurance, Spanish, Series 7, Securities, Equity Trading, Series 63, Investments, Long Term Care Insurance, Series 66, Series 55, Series 24, Equities, Trading
Education
University of Arizona 1991 — 1996
B.S., Regional Development
Catalina High School 1983 — 1987
George M. Fattell's Westminster Securities Corporation Experience 1994 - 2002
Job Brokerage Operations Generalist
Industry Financial Services
Experience
ManpowerGroup November 2014 - Present
LPL Financial March 2013 - March 2014
Pacific American Securities January 2004 - October 2011
Apple July 2003 - February 2004
Business to Business Marketing June 2003 - December 2003
Westminster Securities Corporation 1994 - 2002
U.S. Army March 1986 - January 1992
Skills
Trading, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Computer Proficiency, Office Management, Microsoft Office, Problem Solving, Internet, Wordpress, Mac OS X, Creative Writing, Netxpro, BETA, Siebel, Equities, BRIA
Education
Boston College 1988 — 1991
BA, Political Science
University of Scranton 1983 — 1985
History
ManpowerGroup November 2014 - Present
LPL Financial March 2013 - March 2014
Pacific American Securities January 2004 - October 2011
Apple July 2003 - February 2004
Business to Business Marketing June 2003 - December 2003
Westminster Securities Corporation 1994 - 2002
U.S. Army March 1986 - January 1992
Skills
Trading, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Computer Proficiency, Office Management, Microsoft Office, Problem Solving, Internet, Wordpress, Mac OS X, Creative Writing, Netxpro, BETA, Siebel, Equities, BRIA
Education
Boston College 1988 — 1991
BA, Political Science
University of Scranton 1983 — 1985
History
Melody A. Massey's Westminster Securities Corporation Experience March 2004 - February 2009
Job Operations Specialist at Advisors Capital Management
Industry Financial Services
Experience
Advisors Capital Management September 2014 - Present
AIG Advisor Group February 2010 - December 2013
Westminster Securities Corporation March 2004 - February 2009
Equitable/ Lehman Bros/Axa Advisors/Jefferies January 2001 - March 2004
Skills
Brokerage, Financial Services, Front to Back Office, Back Office, Customer Service, Office Support, Operating Systems, Electronic Funds..., Data Analysis, Compliance, Opening New Accounts, Clearing Houses, Compensation & Benefit, Deferred Compensation, AML, KYC
Education
Berkeley College 1998 — 1999
Fashion Merchandising
Princess Anne High School 1995 — 1996
High School, General
Advisors Capital Management September 2014 - Present
AIG Advisor Group February 2010 - December 2013
Westminster Securities Corporation March 2004 - February 2009
Equitable/ Lehman Bros/Axa Advisors/Jefferies January 2001 - March 2004
Skills
Brokerage, Financial Services, Front to Back Office, Back Office, Customer Service, Office Support, Operating Systems, Electronic Funds..., Data Analysis, Compliance, Opening New Accounts, Clearing Houses, Compensation & Benefit, Deferred Compensation, AML, KYC
Education
Berkeley College 1998 — 1999
Fashion Merchandising
Princess Anne High School 1995 — 1996
High School, General
Jason Lagomarsino Jason Lagomarsino's Westminster Securities Corporation Experience April 2007 - May 2010
Job Eastern Regional Sales Manager at Sweetworks, Inc
Industry Consumer Goods
Experience
Sweetworks, Inc July 2014 - Present
Earth Friendly Products March 2012 - July 2014
AMA Waters LLC August 2011 - February 2012
Java Brands Inc June 2010 - July 2011
Westminster Securities Corporation April 2007 - May 2010
Yorkville Advisors November 2005 - February 2007
Skills
Direct Sales, Brand Development, Brand Management, Key Account Management, Market Research, Account Management, Consumer Packaged Goods..., Direct Store Delivery, P&L Analysis, Forecasting, Reporting & Analysis, Product Development, Brand Awareness, Team Management, Sales Presentations, Capital Raising, Key Account Development, Consumer Products, Sales Management, Sales, Sales Operations
Education
Saint Joseph's University
Sweetworks, Inc July 2014 - Present
Earth Friendly Products March 2012 - July 2014
AMA Waters LLC August 2011 - February 2012
Java Brands Inc June 2010 - July 2011
Westminster Securities Corporation April 2007 - May 2010
Yorkville Advisors November 2005 - February 2007
Skills
Direct Sales, Brand Development, Brand Management, Key Account Management, Market Research, Account Management, Consumer Packaged Goods..., Direct Store Delivery, P&L Analysis, Forecasting, Reporting & Analysis, Product Development, Brand Awareness, Team Management, Sales Presentations, Capital Raising, Key Account Development, Consumer Products, Sales Management, Sales, Sales Operations
Education
Saint Joseph's University
Stephen Vulpi Stephen Vulpi's Westminster Securities Corporation Experience November 2003 - February 2007
Job Head Equity Trading Coach at Wealth Colony LLC
Industry Capital Markets
Experience
Wealth Colony LLC January 2014 - Present
Mentor Trading LLC May 2008 - September 2012
Westminster Securities Corporation November 2003 - February 2007
Christopher Cornette LLC September 1999 - October 2004
Searcy Investments April 1993 - September 1999
Skills
Trading, Equity Derivatives, Problem Solving, Recruitment, Training & Development, Technical Training, Risk Management, Technical Analysis, Team Leadership, Team Building, Market Research, Seminar Speaker
Education
University of Bridgeport 1988 — 1992
CBA Christian Brothers Academy 1984 — 1988
University of Bridgeport
BA
Wealth Colony LLC January 2014 - Present
Mentor Trading LLC May 2008 - September 2012
Westminster Securities Corporation November 2003 - February 2007
Christopher Cornette LLC September 1999 - October 2004
Searcy Investments April 1993 - September 1999
Skills
Trading, Equity Derivatives, Problem Solving, Recruitment, Training & Development, Technical Training, Risk Management, Technical Analysis, Team Leadership, Team Building, Market Research, Seminar Speaker
Education
University of Bridgeport 1988 — 1992
CBA Christian Brothers Academy 1984 — 1988
University of Bridgeport
BA
Samuel M. Chase Jr.'s Westminster Securities Corporation Experience 2000 - 2006
Job Corporate Strategy and Financial Advisor
Industry Management Consulting
Experience
Tanglewood Capital Partners, LLC July 2010 - Present
Wellpath Energy Services LLC January 2011 - June 2014
Westminster Securities Corporation 2000 - 2006
National Securities Corporation 1994 - 1999
Amreal Partners 1980 - 1993
Skills
Capital Markets, Capital, Private Equity, Investment Banking, Equities, Management, Venture Capital, Energy, Corporate Finance, Mergers & Acquisitions, Strategy
Education
Louisiana State University 1960 — 1964
B.S., Finance
Tanglewood Capital Partners, LLC July 2010 - Present
Wellpath Energy Services LLC January 2011 - June 2014
Westminster Securities Corporation 2000 - 2006
National Securities Corporation 1994 - 1999
Amreal Partners 1980 - 1993
Skills
Capital Markets, Capital, Private Equity, Investment Banking, Equities, Management, Venture Capital, Energy, Corporate Finance, Mergers & Acquisitions, Strategy
Education
Louisiana State University 1960 — 1964
B.S., Finance
Brian M. Murphy, CFA's Westminster Securities Corporation Experience June 2005 - August 2005
Job Vice President Corporate Development at Resolute Anesthesia & Pain Solutions, LLC
Industry Investment Banking
Experience
Resolute Anesthesia & Pain Solutions, LLC July 2013 - Present
Cross Keys Capital, LLC January 2011 - July 2013
BM Financial Advisory, LLC June 2010 - January 2011
Development Specialists Inc March 2009 - May 2010
Archon Group (Goldman Sachs) June 2006 - January 2009
Westminster Securities Corporation June 2005 - August 2005
Goldstein, Schecter, Price, Lucas, Horwitz & Co., P.A. January 2005 - June 2005
Skills
Financial Modeling, Due Diligence, Cash Flow, Valuation, Private Equity, Finance, Mergers & Acquisitions, Accounting, Financial Analysis, Analysis, Business Planning, Strategy, Investments, Management, Corporate Finance, Competitive Analysis
Education
University of Miami - School of Business 2004 — 2006
BBA, Finance, Accounting
University of Miami 2002 — 2006
BBA, Finance, Accounting
Resolute Anesthesia & Pain Solutions, LLC July 2013 - Present
Cross Keys Capital, LLC January 2011 - July 2013
BM Financial Advisory, LLC June 2010 - January 2011
Development Specialists Inc March 2009 - May 2010
Archon Group (Goldman Sachs) June 2006 - January 2009
Westminster Securities Corporation June 2005 - August 2005
Goldstein, Schecter, Price, Lucas, Horwitz & Co., P.A. January 2005 - June 2005
Skills
Financial Modeling, Due Diligence, Cash Flow, Valuation, Private Equity, Finance, Mergers & Acquisitions, Accounting, Financial Analysis, Analysis, Business Planning, Strategy, Investments, Management, Corporate Finance, Competitive Analysis
Education
University of Miami - School of Business 2004 — 2006
BBA, Finance, Accounting
University of Miami 2002 — 2006
BBA, Finance, Accounting
Arkadiy Neyman's Westminster Securities Corporation Experience October 2004 - May 2009
Job Executive Vice President / COO and CCO at Global Alliance Securities, LLC
Industry Financial Services
Experience
Global Alliance Securities, LLC August 2014 - Present
Monarch Capital Group April 2010 - Present
Hudson Securities, Inc. March 2009 - October 2009
Westminster Securities Corporation October 2004 - May 2009
Leumi Investment Services, Inc. January 2004 - October 2004
Laidlaw Global Securities, Inc. August 1998 - December 2003
Skills
Securities, Mergers, Capital Markets, Equities, Hedge Funds, Investment Banking, Due Diligence, Market Making, Trading Systems, Private Placements, IPO, Venture Capital, Private Equity, Trading
Education
Moscow Institute of Management 1989 — 1992
Aspirantura, Economics
MIIT 1979 — 1984
Civil Engineering
61
61
City University of New York
Economics
Global Alliance Securities, LLC August 2014 - Present
Monarch Capital Group April 2010 - Present
Hudson Securities, Inc. March 2009 - October 2009
Westminster Securities Corporation October 2004 - May 2009
Leumi Investment Services, Inc. January 2004 - October 2004
Laidlaw Global Securities, Inc. August 1998 - December 2003
Skills
Securities, Mergers, Capital Markets, Equities, Hedge Funds, Investment Banking, Due Diligence, Market Making, Trading Systems, Private Placements, IPO, Venture Capital, Private Equity, Trading
Education
Moscow Institute of Management 1989 — 1992
Aspirantura, Economics
MIIT 1979 — 1984
Civil Engineering
61
61
City University of New York
Economics
David Spangler's Westminster Securities Corporation Experience 2007 - 2008
Job New Business Development Manager at Reality Interactive
Industry Information Technology and Services
Experience
Reality Interactive November 2014 - Present
Sefaira April 2013 - November 2014
Cablevision June 2010 - April 2013
opus March 2009 - April 2010
Boston Merchant January 2008 - March 2009
Westminster Securities Corporation 2007 - 2008
ECHOtrade LLC 2005 - 2007
Knight Capital Group 1997 - 2005
AIG 1995 - 1997
Skills
Project Management, Business Development, Marketing Strategy, Marketing, Lunch & Learns, Management, New Business Development, Securities
Education
Boston University - School of Management 1991 — 1995
Bachelor of Science in Business Administration, Finance
Reality Interactive November 2014 - Present
Sefaira April 2013 - November 2014
Cablevision June 2010 - April 2013
opus March 2009 - April 2010
Boston Merchant January 2008 - March 2009
Westminster Securities Corporation 2007 - 2008
ECHOtrade LLC 2005 - 2007
Knight Capital Group 1997 - 2005
AIG 1995 - 1997
Skills
Project Management, Business Development, Marketing Strategy, Marketing, Lunch & Learns, Management, New Business Development, Securities
Education
Boston University - School of Management 1991 — 1995
Bachelor of Science in Business Administration, Finance
Drew Schenk's Westminster Securities Corporation Experience 2004 - 2006
Job Regional Vice President at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group 2011 - Present
American Legacy/Lincoln 2008 - 2010
Claymore Securities 2006 - 2008
Westminster Securities Corporation 2004 - 2006
Thomson Reuters 2000 - 2004
Bridge Information Systems 1988 - 2004
Skills
Trading, Management, Marketing, Sales, Investments, Mutual Funds, Series 7, Securities, Series 63, Equities, Portfolio Management, Asset Allocation
Education
Denison University 1984 — 1988
BA, Political Science; Speech Communication
KBS Capital Markets Group 2011 - Present
American Legacy/Lincoln 2008 - 2010
Claymore Securities 2006 - 2008
Westminster Securities Corporation 2004 - 2006
Thomson Reuters 2000 - 2004
Bridge Information Systems 1988 - 2004
Skills
Trading, Management, Marketing, Sales, Investments, Mutual Funds, Series 7, Securities, Series 63, Equities, Portfolio Management, Asset Allocation
Education
Denison University 1984 — 1988
BA, Political Science; Speech Communication
Michael Wolloch's Westminster Securities Corporation Experience May 1997 - April 2009
Job Sr. VP at R.F. Lafferty
Industry Financial Services
Experience
R.F. Lafferty May 2009 - Present
Westminster Securities Corporation May 1997 - April 2009
Skills
Investments, Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Options, Commodities, FX
Education
The George Washington University 1975 — 1979
Bachelor of Business Administration (BBA), International Business
NYU School of Professional Studies
Certificate, Art Appraisal
R.F. Lafferty May 2009 - Present
Westminster Securities Corporation May 1997 - April 2009
Skills
Investments, Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Options, Commodities, FX
Education
The George Washington University 1975 — 1979
Bachelor of Business Administration (BBA), International Business
NYU School of Professional Studies
Certificate, Art Appraisal
Jason Barbara's Westminster Securities Corporation Experience November 2002 - February 2009
Job Investment Banking Tripoint Global Equities LLC Managing Director Capital Markets & Syndicate Manager
Industry Investment Banking
Experience
Tripoint Global Equities, LLC November 2013 - Present
Rodman & Renshaw LLC May 2011 - June 2012
Hudson Securities Inc. January 2009 - May 2011
Westminster Securities Corporation November 2002 - February 2009
Laidlaw Global Securities Inc. December 2000 - November 2002
Coleman and Company Securities April 1997 - December 2000
Donald & Company Securities December 1996 - March 1997
Americorp Securities September 1993 - November 1996
Skills
Sales, International Sales, Institutional Sales, Retail Sales, Rule 144, Trading Systems, Capital Markets, Trading, Equities, FINRA, Hedge Funds, Private Clients, Business Development, Equity Capital Markets, Private Placements, Valuation, IPO, Series 7, Due Diligence
Education
New York University - School of Continuing Education 2001 — 2005
Post Graduate Coursework, Financial Planning
University of Rochester 1989 — 1993
Bachelor of Arts (B.A.), Political Economy & Certificate of International Relations
Fieldston - Ethical Culture Fieldston School - NYC 1981 — 1989
Highschool Diploma
Tripoint Global Equities, LLC November 2013 - Present
Rodman & Renshaw LLC May 2011 - June 2012
Hudson Securities Inc. January 2009 - May 2011
Westminster Securities Corporation November 2002 - February 2009
Laidlaw Global Securities Inc. December 2000 - November 2002
Coleman and Company Securities April 1997 - December 2000
Donald & Company Securities December 1996 - March 1997
Americorp Securities September 1993 - November 1996
Skills
Sales, International Sales, Institutional Sales, Retail Sales, Rule 144, Trading Systems, Capital Markets, Trading, Equities, FINRA, Hedge Funds, Private Clients, Business Development, Equity Capital Markets, Private Placements, Valuation, IPO, Series 7, Due Diligence
Education
New York University - School of Continuing Education 2001 — 2005
Post Graduate Coursework, Financial Planning
University of Rochester 1989 — 1993
Bachelor of Arts (B.A.), Political Economy & Certificate of International Relations
Fieldston - Ethical Culture Fieldston School - NYC 1981 — 1989
Highschool Diploma