Woodstock Financial Group, Inc.

Industry: Company

Description

Parent organization: Woodstock Holdings, Inc Subsidiary: Woodstock Financial Group, Inc., Asset Management Arm

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Woodstock Financial Group, Inc. Employees

Employee
Years
Job
Industry
Tony Snyder Tony Snyder Austin, Texas Area Details
Tony Snyder's Woodstock Financial Group, Inc. Experience September 2010 - May 2012
Job Sr. VP Fixed Income Sales at International Fixed Income
Industry Capital Markets
Experience
International Fixed Income, LLC   May 2012 - Present
Woodstock Financial Group, Inc.   September 2010 - May 2012
APS Financial  June 2004 - August 2010

Skills
Fixed Income, Financial Analysis, Trading, Investments, Financial Markets, Bloomberg, Portfolio Management

Education
Texas State University-San Marcos   2000 — 2003
Bachelor of Business Administration (B.B.A.), Information Technology

Jeffrey James Sandberg Jeffrey James Sandberg Austin, Texas Area Details
Jeffrey James Sandberg's Woodstock Financial Group, Inc. Experience August 2010 - May 2012
Job Principal/Recruiter/Business Development
Industry Financial Services
Experience
World Equity Group/ International Fixed Income   2014 - Present
International Fixed Income, LLC   May 2012 - Present
Woodstock Financial Group, Inc.   August 2010 - May 2012
APS Investment services   1997 - 2010

Skills
Equities, Asset Managment, Capital Markets, Risk Management, Portfolio Management, Financial Analysis, Financial Markets, Credit, Private Equity, Financial Risk, Financial Modeling, Mergers, Corporate Finance, Credit Analysis, Series 7, Asset Management, Hedge Funds, Options, Mergers & Acquisitions

Education
Northern Michigan University

sherman felix sherman felix Greater New York City Area Details
sherman felix's Woodstock Financial Group, Inc. Experience September 2011 - January 2012
Job Investment banker
Industry Financial Services
Experience
Joseph stone capital   January 2014 - Present
National Securities  September 2013 - January 2014
rockwell global   January 2012 - August 2012
Woodstock Financial Group, Inc.   September 2011 - January 2012
Brookstone Financial   March 2009 - September 2011

Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Outlook, Photoshop, Teaching, HTML, Budgets, C++, C, Editing, Sales, Finance, Investments, Wealth Management, Asset Management, Equities, Series 7, Series 63, Retirement Planning

Education
Nassau Community College   2001 — 2003
Liberal arts, Accounting and Finance

Queensborough Community College   1991 — 1993
Associate's degree, Accounting and Finance

farrockaway highschool   1986 — 1991
economics high school diploma, Applied Economics

Rachel Cash Rachel Cash Greater Atlanta Area Details
Rachel Cash's Woodstock Financial Group, Inc. Experience February 2011 - December 2014
Job Financial Reporting & Assurance Intern at Bennett Thrasher
Industry Accounting
Experience
Bennett Thrasher  January 2015 - Present
Woodstock Financial Group, Inc.   February 2011 - December 2014
Dress Up Boutique  August 2012 - March 2014
Right Wing Tavern   June 2009 - June 2011
Meridian Surgical   June 2010 - February 2011

Skills
Microsoft Word, Microsoft Excel, Customer Service, Receptionist Duties, Office Administration, Administrative..., Finance, Accounting, Accounts Receivable, Accounts Payable, Microsoft Office, Telephone Skills, Time Management, Spreadsheets, Retail, Peachtree, PowerPoint, Auditing, Financial Reporting, QuickBooks, Leadership, Teamwork

Education
Kennesaw State University - Michael J. Coles College of Business   2015 — 2016
Master of Accounting (MAcc)

Kennesaw State University - Michael J. Coles College of Business   2011 — 2015
Bachelor of Business Administration (BBA), Accounting

Christopher Lawrence Arne Christopher Lawrence Arne Greater Denver Area Details
Christopher Lawrence Arne's Woodstock Financial Group, Inc. Experience May 2011 - August 2011
Job Senior Registered Client Associate, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2013 - Present
Wells Fargo Advisors, LLC  February 2012 - April 2013
Winter Park Resort  November 2011 - February 2012
Sports Authority  August 2011 - November 2011
Woodstock Financial Group, Inc.   May 2011 - August 2011
Intrawest -- Winter Park Resort   March 2011 - May 2011
TIAA-CREF  January 2007 - November 2010
CHARLES SCHWAB & COMPANY  September 1997 - December 2006
E*Trade Securities  April 1996 - September 1997

Skills
Fixed Income, Trading, Investments, Equities, Bonds, Financial Services, Options, Bloomberg Terminal, Securities, Financial Advisory, Bloomberg, Financial Markets, Investment Strategies, Retirement, Mutual Funds, Trading Systems, Capital Markets, Structured Products, Asset Allocation, ETFs, Alternative Investments, Risk Management, Hedge Funds, Valuation, Retirement Planning, Structured Finance, MBS, Commodity, Investment Banking, Electronic Trading, Equity Trading, Credit Derivatives, Hedging, Emerging Markets

Education
University of Colorado Boulder   1993 — 1995
M.A, Economic History

University of Colorado at Boulder   1988 — 1992
B.A., History

Justin Lockwood Justin Lockwood Huntington, New York Details
Justin Lockwood's Woodstock Financial Group, Inc. Experience March 2007 - July 2009
Job Writer at Self
Industry Writing and Editing
Experience
Self  June 1987 - Present
Herbalife  March 2013 - March 2013
Shimer College  September 2009 - May 2011
Jay A Press P.C.   June 2010 - September 2010
Woodstock Financial Group, Inc.   March 2007 - July 2009

Skills
Creative Writing, Legal Writing, Legal Research, Research, Communication, Innovation, Creative Problem Solving, Problem Analysis, Problem Solving, Collaborative Problem..., Problem Management, Project Management, Text Editing, Bartending

Education
Pace University School of Law   2011 — 2013

Pace University School of Law   2010 — 2013
Law, 3.2

Shimer College   2009 — 2011
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

Kenneth Vasquez Kenneth Vasquez Farmingville, New York Details
Kenneth Vasquez's Woodstock Financial Group, Inc. Experience June 2009 - September 2009
Job Photographer at Patken Photographer Inc.
Industry Photography
Experience
Patken Photographer Inc.   September 2012 - Present
North Shore Ice Cream LLC   May 2009 - September 2012
CVS Caremark Corporation  October 2008 - June 2010
Woodstock Financial Group, Inc.   June 2009 - September 2009

Skills
Lightroom, Photography, Photoshop, Adobe Creative Suite, InDesign, Illustrator, Digital Photography, Mac, Image Manipulation, Image Editing, Graphic Design, Photos, Portrait Photography, Event Photography, Commercial Photography, Sales Management, Microsoft Office, Social Media Marketing, Marketing Strategy, Art Direction, Advertising, Portraits, Layout, Social Media, Wedding Photography, Visual Communication, Web Design, Typography, Logo Design

Education
Farmingdale State University of New York   2009 — 2015
Bachelor's degree, Design and Visual Communications, General

Sachem High School East   2005 — 2009
Advanced Regents Diploma, High School/Secondary Diplomas and Certificates

Jeff Backner Jeff Backner Greater Pittsburgh Area Details
Jeff Backner's Woodstock Financial Group, Inc. Experience March 1999 - December 2012
Job Midstream/Production Oil & Gas Professional formerly Senior Executive Series 7/63 Stockbroker Retired
Industry Oil & Energy
Experience
Confidential  January 2015 - Present
Solid Oak   January 2014 - December 2014
Woodstock Financial Group, Inc.   March 1999 - December 2012
JAB Contracting   July 1998 - December 2012
Bank One  1995 - 1998
US Army  May 1990 - May 1996

Skills
Sales, Training, Leadership, Marketing, Team Building, Marketing Strategy, Cold Calling, Insurance, Loans, Interviews, Customer Service, Mortgage Lending, Call Centers, Investments, Public Speaking, Management, Operations Management, Human Resources, Inspection, Construction, Contract Negotiation, Microsoft Office, Sales Management, Project Management, Supervisory Skills, Microsoft Word, Event Planning, Sourcing, Strategic Planning, Hiring, Microsoft Excel, Coaching, Employee Training, Outlook, Technical Recruiting, Program Management, Social Media Marketing, Project Planning, Team Leadership, Account Management, Organizational..., Cross-functional Team..., Oil, Gas, Policy, Public Relations, Petroleum, Energy, Contract Management

Education
George Brown College   1994 — 1995
Associate's Degree, Business Management

Monterey Institute of International Studies   1992 — 1993
Bachelor's Degree, Russian Language and Culture

Dept Of Defense Intelligence School   1990 — 1991
Associate's Degree, Computer Electronics/ Electronic Warfare (Intelligence)

John Lindquist John Lindquist Austin, Texas Area Details
John Lindquist's Woodstock Financial Group, Inc. Experience September 2010 - May 2012
Job Branch Manager and Owner at International Fixed Income, LLC/NorthView Investment Banking Group
Industry Financial Services
Experience
International Fixed Income, LLC/NorthView Investment Banking Group   March 2014 - Present
IFI Capital Group   May 2013 - Present
International Fixed Income, LLC   May 2012 - March 2014
Woodstock Financial Group, Inc.   September 2010 - May 2012
Artesian Claims Group   October 2010 - March 2012
APS Financial Corporation   1991 - 2010
Gruntal & Co  July 1990 - July 1991
Shearson Lehman Brothers  July 1987 - June 1990
Pershing  June 1986 - June 1987

Skills
Options, Fixed Income, Financial Services, Credit, Trading, Investments, Securities, Bonds, Series 7, Portfolio Management, Equities, Bloomberg, Series 63, Finance, Financial Modeling, Funding, Wealth Management, Private Equity, Mutual Funds, FINRA, Loans, Alternative Investments, Investment Strategies, Financial Markets, Financial Advisory, Asset Management, Capital Markets, Investment Banking, Financial Risk, Financial Analysis, Investment Advisory, Hedge Funds, Risk Management, Asset Allocation, Series 24, Structured Products, Valuation, ETFs, Derivatives

Education
New York Institute of Finance   1987 — 1988
NA, Brokerage, Options

Iona College   1982 — 1986
BBA, Finance

Bergen Catholic H.S.   1978 — 1982
High School

Calvin Boayue Calvin Boayue Brooklyn, New York Details
Calvin Boayue's Woodstock Financial Group, Inc. Experience October 2013 - June 2014
Job Investment Advisor Representative
Industry Financial Services
Experience
Woodstock Financial Group, Inc.   October 2013 - June 2014
Margarita Bar   April 2013 - June 2014
Interactive and Direct Marketing Lab   January 2013 - January 2014
Pacific Grill  March 2011 - August 2013
Seaport Cafe   June 2011 - November 2012

Skills
Series 7, Bloomberg Terminal, Bloomberg, Portfolio Management, Investments, Trading, Securities, Equities, Asset Management, Finance, Fixed Income, Options, Series 63

Education
Pace University - Lubin School of Business   2008 — 2013
Bachelor of Business Administration (B.B.A.), Global Marketing Concentration in Management

Jamesville-Dewitt High School   2004 — 2008

Matthew Schuster Matthew Schuster Greater Boston Area Details
Matthew Schuster's Woodstock Financial Group, Inc. Experience January 2009 - April 2009
Job Manager Of Operations at Proper Realty Group
Industry Real Estate
Experience
Proper Realty Group  April 2009 - Present
Woodstock Financial Group, Inc.   January 2009 - April 2009
GunnAllen Financial  April 2007 - December 2008

Skills
Negotiation, New Business Development, Microsoft Office, Lead Generation, Online Advertising, Legal Research, Real Estate, Customer Service, Property Management, Contract Negotiation, Strategic Planning, Budget, Microsoft Excel, Project Management, Investment Properties, Operations Management, Residential Homes, Team Building, Event Planning, Social Media Marketing, Microsoft Word, PowerPoint, Online Marketing, Public Speaking, Social Media, Market Research, Business Strategy, Entrepreneurship, Social Networking, Marketing, Advertising, Start-ups, Business Planning, Leadership, Outlook, Marketing Strategy, Sales, Salesforce.com, Selling, Management, Marketing Management, SEO, Retail, Apartments, Access, Customer Satisfaction, Finance, Sales Management, Training, Small Business

Education
Newbury College   2010 — 2013
Business Administration and Management, General

Eric Pepper Eric Pepper Greater Atlanta Area Details
Eric Pepper's Woodstock Financial Group, Inc. Experience 2007 - January 2012
Job Senior Loan Officer at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC  2008 - Present
Prospect Mortgage, LLC  June 2012 - March 2014
Woodstock Financial Group, Inc.   2007 - January 2012
Wachovia  2007 - 2008
National Life of Vermont  1999 - 2004
Prudential Bache Securities  1988 - 1993

Skills
REO Financing, Renovation Loans, Mortgage Lending, REO, Renovation, Mortgage Banking, Investments, FHA, Finance, Residential Mortgages, FHA financing, USDA, VA loans, Credit, Investment Properties, Reverse Mortgages, Loans, Refinance, Asset Management, Sales, Retirement Planning, FHA Financing, Referrals, Portfolio Management, Small Business, VA Loans

Education
Florida State University   1982 — 1985
BS, Political Science, History, Business

North Springs High   1974 — 1979

Anthony DeCicco Anthony DeCicco Greater New York City Area Details
Anthony DeCicco's Woodstock Financial Group, Inc. Experience September 2014 - Present
Job Internship Trainee at Woodstock Financial Group, Inc.
Industry Financial Services
Experience
Woodstock Financial Group, Inc.   September 2014 - Present

Education
Mount Saint Mary College   2011 — 2015

Daniel J. Higgins Daniel J. Higgins Greater Atlanta Area Details
Daniel J. Higgins's Woodstock Financial Group, Inc. Experience 1993 - 1995
Job I am in the business of helping insurance professionals add productivity and profits to their bottom line.
Industry Financial Services
Experience
Fortress Brokerage Solutions   September 2013 - Present
Legacy Partners of Georgia   February 2011 - September 2013
Sterling Insurance, A Windsor Health Group Company  March 2012 - May 2013
Bankers Life and Casualty  March 2011 - March 2012
The Guardian Life Insurance Company  September 2010 - February 2011
Penn Mutual  October 2008 - September 2010
MetLife Financial Services  May 2004 - October 2008
New York Life Insurance Company  2002 - 2004
Woodstock Financial Group, Inc.   1993 - 1995

Skills
Branch Management, Sales Recruitment, Sales Coach, Sales Management, Sales Improvement, Training/Mentoring, Wealth Management, Sales Team Training, Team Building, Call Center Development, Investment Strategies, Equity Trading, Insurance Planning, Financial Services, Medicare Supplements, Performance Improvement, Securities, Retirement Planning, Medicare, Financial Planning, Investments, Recruiting, Training, Strategic Financial..., Financial Planners, Sales, Insurance, Life Insurance, Long Term Care Insurance, Management Consulting, General Insurance, Term Life Insurance, Fixed Annuities, Executive Management, Business Development, Management, Selling, Risk Management, Sales Process, Coaching, Leadership, Cross-functional Team..., Employee Benefits, Disability Insurance, Long-term Care, Whole Life, Retirement, Finance

Education
The American College   2004 — 2010
CLU, ChFc & CFP

State University of New York at Oswego   1979 — 1984
BA, Political Science

Collin Cunningham Collin Cunningham Atlanta, Georgia Details
Collin Cunningham's Woodstock Financial Group, Inc. Experience January 2013 - August 2013
Job Research Team Member at Georgia Tech Center for Relativistic Astrophysics
Industry Research
Experience
Georgia Tech Center for Relativistic Astrophysics   May 2015 - Present
AirSage  October 2013 - May 2014
Woodstock Financial Group, Inc.   January 2013 - August 2013
Varsity Tutors  June 2012 - August 2013
FX Bridge Technologies   June 2012 - August 2012

Skills
Mathematics, Physics, Data Analysis, Portfolio Management, Computer Science, Investments, Research, Microsoft Excel, Microsoft Office, Teaching, Statistics, Calculus, Curriculum Development, Tutoring, Mathematics Education, Risk Management, Microsoft Word

Education
Georgia Institute of Technology   2013 — 2016
Mathematics

Kennesaw State University   2011 — 2013

Steven Bodnar Steven Bodnar Greater New York City Area Details
Steven Bodnar's Woodstock Financial Group, Inc. Experience September 2013 - February 2014
Job Broker
Industry Capital Markets
Experience
Confidential  August 2015 - Present
United States Army Reserve  May 2012 - Present
NYC School Construction Authority  October 2014 - August 2015
Manhattan Renovations Inc.   August 2014 - October 2014
Woodstock Financial Group, Inc.   September 2013 - February 2014

Skills
Risk Management, Analysis, Microsoft Office, SPSS, Microsoft Excel, Government, Management, Options, Memorandums, Cold Calling, Stocks, Bonds, ETFs, Futures, Construction Management, Public Relations, Military, Building Codes, Microsoft Project, Blueprints, Site Protection, Demolition, Outlook, Historical Renovations, Commercial Renovations, Residential Renovations, Warehouse Inventory, Purchase Orders, Material Lists, Client Relations, Subcontracting, Hiring/Firing Procedures, Site Waste Management..., Pricing/Market Research, Alteration Agreements, Work Permits, Workers Compensation, Liability Mitigation, JavaScript, Credit Default Swaps, C++, Collateralized Debt..., Collateralized Mortgage..., American Depository..., Municipal Bonds, Syndicates, Initial Public Offerings, Regulation D Offerings, Financial Futures, Primavera Contract...

Education
Le Moyne College   2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government & Military Science and Leadership

Westport Central School   1995 — 2008
Advanced Regents Diploma, 3.4

Adjutant General School
Human Resources Management/Personnel Administration, General

Elizabeth Pica Elizabeth Pica Greater New York City Area Details
Elizabeth Pica's Woodstock Financial Group, Inc. Experience January 2013 - June 2014
Job Fixed Income Operations Specialist at Tullett Prebon
Industry Financial Services
Experience
Tullett Prebon  July 2014 - Present
GQ Productions   June 2004 - June 2015
Woodstock Financial Group, Inc.   January 2013 - June 2014
Villa Umberto Catering Hall   November 2010 - December 2012

Skills
Management, Training, Customer Service, Sales, Recruiting, Entertainment, Administrative..., Event Planning, Event Management, Office Management, Telephone Skills, Retail, Inventory Control, Profit, Microsoft Word, Banquets, Social Networking, Inventory Management, Menu Development, Outlook, Administrative..., Hedge Funds, Fixed Income, Capital Markets, Equities, Asset Management, Finance, Securities, Portfolio Management, Series 7, Investments

Education
Hofstra University   2007 — 2011
Bachelor of Arts (B.A.), Psychology

Kellenberg Memorial High School

Jonathon George Jonathon George Staten Island, New York Details
Jonathon George's Woodstock Financial Group, Inc. Experience 2012 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Western Meadow International LLC   December 2014 - Present
JAJ SI Holdings   June 2014 - Present
Woodstock Financial Group, Inc.   2012 - 2014
Cold Stone Creamery  October 2008 - June 2012

Skills
Financial Analysis, Financial Risk, Finance, Microsoft Excel, Five9, Microsoft Word, Corporate Finance, Return on Investment..., Back Office, Communication, Stock Market Analysis, Time Management, PowerPoint, Risk Management, Sales, Public Speaking, Accounting, Analysis, Investments, Leadership, Access, Management, Customer Service, Research, Negotiation, Strategy, Team Building

Education
City University of New York-College of Staten Island   2008 — 2012
Bachelor of Science (BS), Finance and Financial Management Services

City University of New York-College of Staten Island   2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services

Michael Milillo Michael Milillo New York, New York Details
Michael Milillo's Woodstock Financial Group, Inc. Experience March 2011 - Present
Job Investment Advisor Representative/Principal at Woodstock Financial Group, Inc.
Industry Financial Services
Experience
Woodstock Financial Group, Inc.   March 2011 - Present
First Midwest Securities, Inc  October 2008 - February 2011
JP Turner & Company, LLC   November 2005 - October 2008

Skills
Hold Series 7, Series 63, Series 65, Series 24, Series 7, Portfolio Management, Credit, Investments, Equities, Investment Strategies, Bonds, Fixed Income, Asset Management, Options, Trading, Financial Analysis, Finance, Insurance, Valuation, Financial Markets, Financial Modeling, Bloomberg, Corporate Finance, Investment Properties, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Microsoft Excel, Trading Systems, Customer Service, Retirement, Asset Allocation, Strategic Financial..., Financial Advisory, Microsoft Office, Fixed Annuities, Wealth, Investment Management, Alternative Investments, ETFs, Securities, FINRA, 401k, IRAs, Financial Services, Wealth Management..., High Net Worth..., Equity Trading, Retirement Plan...

Education
Hofstra University   1998 — 2007
Frank Zarb School Of Business, Business, Management, Marketing, and Related Support Services

Kellenberg Memorial High School   1998 — 2002
High school degree

Christian Penny Christian Penny Central Islip, New York Details
Christian Penny's Woodstock Financial Group, Inc. Experience 2014 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
National Life Group  June 2015 - Present
Craft Assets Capitol   January 2015 - June 2015
Woodstock Financial Group, Inc.   2014 - 2015
Charter Air Transportation Services Inc.   October 2008 - September 2013
SkyWest Airlines  October 2005 - October 2008

Skills
Commercial Aviation, Aviation, Flight Safety, Flights, Airlines, Airports, Series 7, Series 63, Series 65, Investments, Wealth Management, Equities, Securities, Charter, Aircraft, Civil Aviation, Customer Service

Education
Dowling College   2000 — 2004
Bachelor of Science (B.S.), Aeronautics/Aviation/Aerospace Science and Technology and Finance

Wayne Roser Wayne Roser New York, New York Details
Wayne Roser's Woodstock Financial Group, Inc. Experience 2008 - 2014
Job Sr. Account Executive at Forte Capital Group / National Securities
Industry Financial Services
Experience
Forte Capital Group / National Securities  2015 - Present
Woodstock Financial Group, Inc.   2008 - 2014

Skills
Investments, Strategy, Analysis, Investment Strategies, Trading, Asset Allocation

Education
LIU Post   2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Business Management

Paul Cerminara Paul Cerminara New York, New York Details
Paul Cerminara's Woodstock Financial Group, Inc. Experience September 2014 - Present
Job National Director of Business Development at Woodstock Financial Group, Inc.
Industry Financial Services
Experience
Woodstock Financial Group, Inc.   September 2014 - Present
Anthem Institute  August 2013 - August 2014
DeVry University  2000 - 2012
New Horizons Computer Learning Center  March 2007 - December 2007
The Chubb Institute  May 2005 - February 2007
Career Education Corporation  February 2003 - May 2005
Lincoln Educational Services  2001 - 2002

Skills
Recruitment. Hiring,...

Education
Frostburg State University   1992 — 1995
Bachelor's degree

John Helms, CFA John Helms, CFA Dallas/Fort Worth Area Details
John Helms, CFA's Woodstock Financial Group, Inc. Experience April 2011 - December 2011
Job Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company, A Hilltop Holdings Company   December 2013 - Present
Shay Financial Services, Inc.   December 2011 - November 2013
Woodstock Financial Group, Inc.   April 2011 - December 2011
Micah Mortgage   August 2010 - April 2011
Quantum G and A Joint Venture   July 2009 - March 2011
APS Financial  June 2009 - August 2010
ORIX Finance  July 2004 - July 2007
Speedwell Securities, LLC   March 2004 - July 2004
B. Riley & Co.   February 2002 - March 2004
Tejas Securities   September 2000 - November 2001

Skills
Financial Analysis, Financial Modeling, Cash Flow Forecasting, Trading, Fixed Income, Investments, Portfolio Management, Equities, Finance, Valuation, Securities, Banking, Asset Management, Hedge Funds, Bonds, Credit Analysis, Data Analysis, Investigation, Investment Management, Investment Advisory, High Yield Bonds, Leveraged Finance, Bloomberg, Business Valuation, Account Reconciliation, Due Diligence

Education
New York University - Leonard N. Stern School of Business   1986 — 1988
MBA, Finance

Rice University   1976 — 1981
M ChE, Chemical Engineering

New Canaan High School
Diploma

James Zangara James Zangara Greater New York City Area Details
James Zangara's Woodstock Financial Group, Inc. Experience January 2009 - August 2009
Job Financial services professional focused on economics and analytics
Industry Financial Services
Experience
Investment Banking Institute  October 2012 - Present
Schmitt-Sussman Ent. dba. PFP Services   February 2011 - July 2012
Hauppauge DOL Job Path Club   2012 - 2012
Prestige Financial Center   August 2009 - March 2010
Woodstock Financial Group, Inc.   January 2009 - August 2009
JP Turner & Company, LLC   May 2005 - July 2008
Smithtown Nissan  2002 - 2004

Skills
Investment Advisory, Economic Research, Economics, Economic Modeling, International Economics, Investment Strategies, Freelance Writing, Policy Analysis, Monetary Policy, Automotive, Automotive Repair

Education
Ashford University   2009 — 2012
Bachelors, Economics, 4.0

Suffolk County Community College   2003 — 2005
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 4.0

Marist College   1998 — 1999
None, Liberal Arts and Sciences/Liberal Studies

Smithtown H.S.   1994 — 1998
High School Diploma

Investment banking institute

Orion Cudjoe-Chow Orion Cudjoe-Chow Dallas, Georgia Details
Orion Cudjoe-Chow's Woodstock Financial Group, Inc. Experience October 2011 - September 2012
Job Emerald Team Beachbody Coach
Industry Health, Wellness and Fitness
Experience
Automation Personnel Services, Inc.   January 2013 - Present
Woodstock Financial Group, Inc.   October 2011 - September 2012
ARC Review Services   July 2010 - August 2010
Holy Family Church  March 2008 - June 2008
PWB Consulting   November 2006 - December 2007
Gental Dental Care   June 2006 - November 2006

Skills
Microsoft Office, Quickbooks, Able To Multi-task, Word, Excel, Customer Service, PowerPoint, Insurance, Microsoft Excel, QuickBooks, Leadership, Invoicing, Employee Relations, Auditing, Medical Billing, Microsoft Word, Outlook, Payroll, Sales, Human Resources, Medical Coding

Education
Chattahooche Technical College   2008 — 2010
Certificate, Medical Billing/Coding Specialist

University of New Orleans   2001 — 2005
Bachelor, Business Management

Andre Derricotte Andre Derricotte Greater New York City Area Details
Andre Derricotte's Woodstock Financial Group, Inc. Experience February 2011 - April 2011
Job Registered Client Associate at a Large Financial Institution
Industry Financial Services
Experience
A Large Financial Institution   September 2013 - Present
J.P. Morgan   July 2012 - September 2013
Hofstra University  September 2008 - May 2012
National Securities Corporations, LLC   April 2011 - September 2011
University Event Management Offices   June 2009 - May 2011
Woodstock Financial Group, Inc.   February 2011 - April 2011
Heart and Soul   March 2010 - September 2010

Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, ADP Payroll, DSP, SQL, Oracle SQL, C++, CSS, C#, Accounting, Financial Management, Project Finance, Securities

Education
Hofstra University   2009 — 2012
Bachelor, Finance

Monroe College-New Rochelle   2008 — 2009
Bachelor, Finance

Cheonggang Academy
B.A, Finance

Damien Castine Damien Castine Simi Valley, California Details
Damien Castine's Woodstock Financial Group, Inc. Experience February 2009 - May 2010
Job If it was Easy Eveyone would do it,It's the hard that makes it Great!!!
Industry Financial Services
Experience
Bank of America  January 2012 - Present
Marquis Financial Services   2010 - January 2012
Woodstock Financial Group, Inc.   February 2009 - May 2010
J.P.Turner & Company   February 2004 - February 2009

Skills
Leading Cross..., Investment Strategies, Customer Acquisition, Cross-functional Team..., Customer Retention, Financial Services, Salesforce.com, Analytics, CRM, Cross Selling, Customer Service, Relationship Management, Management, Portfolio Management, Sales

Education
Nassau Community College   1993 — 1995
Business/ Marketing

W.C. Mepham High School   1990 — 1993

Nicholas Beckmeyer Nicholas Beckmeyer Nutley, New Jersey Details
Nicholas Beckmeyer's Woodstock Financial Group, Inc. Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Woodstock Financial Group, Inc.   2010 - 2011
Mercer Capital  February 2008 - August 2008
Reid & Rudiger   March 2006 - August 2008

Skills
Bloomberg, Equities, Financial Modeling, Financial Planning, Insurance, Investments, Portfolio Management, Retirement Planning, Securities, Series 63, Series 7

Education
Seton Hall University   2000 — 2005
Finance, B

John (Sungwook) Yoo John (Sungwook) Yoo Edgewater, New Jersey Details
John (Sungwook) Yoo's Woodstock Financial Group, Inc. Experience January 2014 - March 2014
Job Student at New York University
Industry Banking
Experience
New York University  September 2015 - Present
Bridges Ventures  April 2015 - Present
StoneCastle Placement Advisors   August 2014 - December 2014
LG Electronics  May 2014 - August 2014
Haver Analytics  April 2014 - June 2014
AXA Advisors  March 2014 - May 2014
Woodstock Financial Group, Inc.   January 2014 - March 2014
Remas   June 2013 - September 2013
International Alliance Associates Limited  August 2013 - August 2013
New York University  September 2012 - June 2013

Skills
Social Entrepreneurship, New Venture Development, Strategic Policy..., Mobile Applications, Business Model..., Management, Statistical Software, Financial Modeling, Web Applications, Research, Economics, PowerPoint, Social Finance, Equity Valuation, Quantitative Analytics, Qualitative Research, Investment Banking, Political Economy, Nonprofits, Stata, Econometrics

Education
New York University   2011 — 2016
Bachelor of Arts (B.A.), Major: Economics and Politics Minor: Business

Training the Street
Corporate Valuation, Financial Modeling, Merger Modeling, Financial Analysis

Tenafly High School   2007 — 2011
High School Diploma

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