Woodstock Financial Group, Inc.
Industry: Company
DescriptionParent organization: Woodstock Holdings, Inc Subsidiary: Woodstock Financial Group, Inc., Asset Management Arm
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Woodstock Financial Group, Inc. Employees
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
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
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
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
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
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
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
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)
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
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
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
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
Woodstock Financial Group, Inc. September 2014 - Present
Education
Mount Saint Mary College 2011 — 2015
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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