X-Change Financial Access
Industry: Company
DescriptionFounded: 2001 Parent organization: Xfa Holdings, Llc
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19 X-Change Financial Access employees in database. Find out everything there's to know about X-Change Financial Access 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.
X-Change Financial Access Employees
Employee
Years
Job
Industry
Jessica Barnes Jessica Barnes's X-Change Financial Access Experience January 2008 - June 2010
Job Strategy Execution Consultant at Root Inc.
Industry Design
Experience
Root Inc. November 2013 - Present
Illinois Institute of Technology March 2013 - Present
Illinois Institute of Technology August 2011 - August 2013
IA Collaborative January 2013 - March 2013
ThoughtForm Design May 2012 - August 2012
Chicago IL July 2010 - October 2011
Baker Tilly May 2011 - August 2011
X-Change Financial Access January 2008 - June 2010
Columbus OH + Chicago IL September 2005 - January 2008
Skills
Microsoft Office, PowerPoint, Research, Event Planning, Microsoft Excel, Adobe Creative Suite, Editing, Photoshop, Social Media, InDesign, Financial Analysis, Ethnography, iWork, Adobe Illustrator, iMovie, Drawing, Illustrator, Graphic Design, Design Thinking, User Experience, Interaction Design, Product Design, Concept Development, Design Strategy, User-centered Design, Information Design, Collaborative Problem..., Design Research, Research Design, User Research, Service Design, User Interface Design
Education
Illinois Institute of Technology 2010 — 2013
MDes/MBA, User Experience Design, Design Strategy, Communication Design, Business Strategy
University of Illinois at Chicago 2008 — 2009
Bachelors, Communications
The Ohio State University 2003 — 2006
Root Inc. November 2013 - Present
Illinois Institute of Technology March 2013 - Present
Illinois Institute of Technology August 2011 - August 2013
IA Collaborative January 2013 - March 2013
ThoughtForm Design May 2012 - August 2012
Chicago IL July 2010 - October 2011
Baker Tilly May 2011 - August 2011
X-Change Financial Access January 2008 - June 2010
Columbus OH + Chicago IL September 2005 - January 2008
Skills
Microsoft Office, PowerPoint, Research, Event Planning, Microsoft Excel, Adobe Creative Suite, Editing, Photoshop, Social Media, InDesign, Financial Analysis, Ethnography, iWork, Adobe Illustrator, iMovie, Drawing, Illustrator, Graphic Design, Design Thinking, User Experience, Interaction Design, Product Design, Concept Development, Design Strategy, User-centered Design, Information Design, Collaborative Problem..., Design Research, Research Design, User Research, Service Design, User Interface Design
Education
Illinois Institute of Technology 2010 — 2013
MDes/MBA, User Experience Design, Design Strategy, Communication Design, Business Strategy
University of Illinois at Chicago 2008 — 2009
Bachelors, Communications
The Ohio State University 2003 — 2006
Courtney Monaco Courtney Monaco's X-Change Financial Access Experience May 2008 - August 2010
Job Account Manager at CDW
Industry Marketing and Advertising
Experience
CDW June 2012 - Present
Flyer Enterprises March 2010 - March 2012
Greenline Wheels May 2011 - August 2011
CHC Wellness May 2011 - August 2011
Spike for Charity January 2010 - June 2011
Windmills Fast Pitch Softball Organization August 2008 - August 2010
X-Change Financial Access May 2008 - August 2010
Skills
Customer Relations, Research, Advertising, Event Management, Retail Management, Human Relations, Microsoft Office, SPSS, Public Relations, Market Research, People Skills, Digital Marketing, Customer Service, Strategic Planning, Store Management, Sales, Time Management, Marketing, Management, Marketing Strategy, Human Resources, Social Media, Leadership, Teamwork, CRM, Event Planning, Social Media Marketing, Account Management, Social Networking, Marketing Communications
Education
University of Dayton 2009 — 2012
Bachelor of Science in Business Administration, Marketing Major, Psychology Minor
Fenwick High School 2004 — 2008
CDW June 2012 - Present
Flyer Enterprises March 2010 - March 2012
Greenline Wheels May 2011 - August 2011
CHC Wellness May 2011 - August 2011
Spike for Charity January 2010 - June 2011
Windmills Fast Pitch Softball Organization August 2008 - August 2010
X-Change Financial Access May 2008 - August 2010
Skills
Customer Relations, Research, Advertising, Event Management, Retail Management, Human Relations, Microsoft Office, SPSS, Public Relations, Market Research, People Skills, Digital Marketing, Customer Service, Strategic Planning, Store Management, Sales, Time Management, Marketing, Management, Marketing Strategy, Human Resources, Social Media, Leadership, Teamwork, CRM, Event Planning, Social Media Marketing, Account Management, Social Networking, Marketing Communications
Education
University of Dayton 2009 — 2012
Bachelor of Science in Business Administration, Marketing Major, Psychology Minor
Fenwick High School 2004 — 2008
Raul Calderon Raul Calderon's X-Change Financial Access Experience January 2012 - September 2012
Job Executive Desktop Support at IBM
Industry Information Technology and Services
Experience
IBM April 2013 - Present
X-Change Financial Access January 2012 - September 2012
Merrill Lynch / Bank of America October 2005 - December 2011
Motorola March 1995 - May 2003
Skills
Active Directory Support, Citrix Support, Technical Support, Windows 7, Windows 7 Migration, Microsoft Office, Trading Application..., Microsoft Exchange, Network Backup..., Windows Server Backup..., Bloomberg, Incident Management
Education
DeVry University 2006 — 2009
Bachelors of Science, Computer Systems Analysis/Analyst
Roosevelt University 2000 — 2003
Marketing
IBM April 2013 - Present
X-Change Financial Access January 2012 - September 2012
Merrill Lynch / Bank of America October 2005 - December 2011
Motorola March 1995 - May 2003
Skills
Active Directory Support, Citrix Support, Technical Support, Windows 7, Windows 7 Migration, Microsoft Office, Trading Application..., Microsoft Exchange, Network Backup..., Windows Server Backup..., Bloomberg, Incident Management
Education
DeVry University 2006 — 2009
Bachelors of Science, Computer Systems Analysis/Analyst
Roosevelt University 2000 — 2003
Marketing
Gary Scheibner Gary Scheibner's X-Change Financial Access Experience July 2012 - July 2013
Job Operations, Recreational Equipment Inc.
Industry Financial Services
Experience
Recreational Equipment Inc. April 2011 - Present
X-Change Financial Access July 2012 - July 2013
Skills
Options, Equities, Electronic Trading, Series 7, Trading, Trading Systems, Securities, Investments, Financial Markets, Series 63, FINRA, Commodity, Customer Service, Capital Markets
Education
University of Kansas 1973 — 1977
Secondary Education and Teaching
topeka west highschool 1969 — 1971
Recreational Equipment Inc. April 2011 - Present
X-Change Financial Access July 2012 - July 2013
Skills
Options, Equities, Electronic Trading, Series 7, Trading, Trading Systems, Securities, Investments, Financial Markets, Series 63, FINRA, Commodity, Customer Service, Capital Markets
Education
University of Kansas 1973 — 1977
Secondary Education and Teaching
topeka west highschool 1969 — 1971
John Galivan John Galivan's X-Change Financial Access Experience September 2011 - Present
Job Trading Clerk
Industry Financial Services
Experience
X-Change Financial Access September 2011 - Present
MF Global January 2009 - January 2010
Education
UMass Boston
Business Management
X-Change Financial Access September 2011 - Present
MF Global January 2009 - January 2010
Education
UMass Boston
Business Management
Martin McGuire Martin McGuire's X-Change Financial Access Experience January 2011 - August 2011
Job Managing Director at TJM Investments, LLC
Industry Financial Services
Experience
TJM Investments, LLC September 2011 - Present
X-Change Financial Access January 2011 - August 2011
MF Global April 2008 - December 2010
RJ O'Brien and Associates March 2004 - March 2008
JP Morgan Securities Inc March 1987 - March 2004
Goldman Sachs March 1984 - March 1987
Merrill Lynch March 1983 - March 1984
Skills
Investments, Financial Markets, Electronic Trading, Technical Analysis, Derivatives, Bonds, Options, Fixed Income, Brokerage, Securities, Equity Derivatives, Arbitrage, Portfolio Management, Swaps, Trading, Hedge Funds, Commodity, Managed Futures, Hedging, Equities, Asset Management, Risk Management, Bloomberg, Capital Markets, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
Master of Business Administration (MBA), Finance
Northern Illinois University 1980 — 1982
BS, Finance
TJM Investments, LLC September 2011 - Present
X-Change Financial Access January 2011 - August 2011
MF Global April 2008 - December 2010
RJ O'Brien and Associates March 2004 - March 2008
JP Morgan Securities Inc March 1987 - March 2004
Goldman Sachs March 1984 - March 1987
Merrill Lynch March 1983 - March 1984
Skills
Investments, Financial Markets, Electronic Trading, Technical Analysis, Derivatives, Bonds, Options, Fixed Income, Brokerage, Securities, Equity Derivatives, Arbitrage, Portfolio Management, Swaps, Trading, Hedge Funds, Commodity, Managed Futures, Hedging, Equities, Asset Management, Risk Management, Bloomberg, Capital Markets, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
Master of Business Administration (MBA), Finance
Northern Illinois University 1980 — 1982
BS, Finance
James O'Gara's X-Change Financial Access Experience March 2009 - December 2011
Job Investment Advisor at Chicago Partners Wealth Advisors
Industry Financial Services
Experience
Chicago Partners Wealth Advisors August 2014 - Present
Ausecure 2013 - August 2014
Pallet Wrapz January 2012 - January 2013
X-Change Financial Access March 2009 - December 2011
Bank of America September 2008 - January 2009
Cube Financial/Newedge 2002 - 2008
BNP Paribas Fortis 1999 - 2002
BMO Harris Bank 1995 - 1997
Geldermann Inc 1989 - 1995
Skills
Public Speaking, Strategic Planning, Investments, Financial Analysis, Sales Management, Team Building, Forecasting, Risk Management, Series 7, Series 63, Negotiation, Derivatives, Leadership, Fixed Income, Trading, Financial Markets, Customer Service, Selling, New Business Development, Equities, Options, Marketing, Contract Negotiation, Insurance, Alternative Investments, Capital Markets, Electronic Trading, Hedge Funds, Asset Management, Finance, Trading Systems, Commodity, Hedging, Brokerage, FINRA, Microsoft Excel, Real Estate, FX Options, Portfolio Management, Securities, Equity Trading, Bloomberg, Financial Services, Sales, Relationship Management, Wealth Management, ETFs, Proprietary Trading, Technical Analysis, Bonds
Education
College of the Holy Cross 1984 — 1988
BA, Political Science
University College of Dublin 1988 — 1988
International Relations, Foreign Diplomacy
Loyola Academy 1980 — 1984
OLPH 1975 — 1980
Chicago Partners Wealth Advisors August 2014 - Present
Ausecure 2013 - August 2014
Pallet Wrapz January 2012 - January 2013
X-Change Financial Access March 2009 - December 2011
Bank of America September 2008 - January 2009
Cube Financial/Newedge 2002 - 2008
BNP Paribas Fortis 1999 - 2002
BMO Harris Bank 1995 - 1997
Geldermann Inc 1989 - 1995
Skills
Public Speaking, Strategic Planning, Investments, Financial Analysis, Sales Management, Team Building, Forecasting, Risk Management, Series 7, Series 63, Negotiation, Derivatives, Leadership, Fixed Income, Trading, Financial Markets, Customer Service, Selling, New Business Development, Equities, Options, Marketing, Contract Negotiation, Insurance, Alternative Investments, Capital Markets, Electronic Trading, Hedge Funds, Asset Management, Finance, Trading Systems, Commodity, Hedging, Brokerage, FINRA, Microsoft Excel, Real Estate, FX Options, Portfolio Management, Securities, Equity Trading, Bloomberg, Financial Services, Sales, Relationship Management, Wealth Management, ETFs, Proprietary Trading, Technical Analysis, Bonds
Education
College of the Holy Cross 1984 — 1988
BA, Political Science
University College of Dublin 1988 — 1988
International Relations, Foreign Diplomacy
Loyola Academy 1980 — 1984
OLPH 1975 — 1980
Tracy Ebert Tracy Ebert's X-Change Financial Access Experience January 2013 - Present
Job Billing Specialist at XChange Financial Access
Industry Financial Services
Experience
X-Change Financial Access January 2013 - Present
Bank of America Merrill Lynch September 1997 - June 2012
Cowen & Company March 1997 - September 1997
CBOE November 1995 - March 1997
Skills
Equities, Securities, Options, Financial Markets, Risk Management, FX Options, Trading, Back Office, Derivatives, Fixed Income, Financial Risk, FINRA, Series 7, Middle Office
Education
De Paul University 1990 — 1994
Bachelor of Arts, English and Education
Dawes
Dawes
Marquette University
X-Change Financial Access January 2013 - Present
Bank of America Merrill Lynch September 1997 - June 2012
Cowen & Company March 1997 - September 1997
CBOE November 1995 - March 1997
Skills
Equities, Securities, Options, Financial Markets, Risk Management, FX Options, Trading, Back Office, Derivatives, Fixed Income, Financial Risk, FINRA, Series 7, Middle Office
Education
De Paul University 1990 — 1994
Bachelor of Arts, English and Education
Dawes
Dawes
Marquette University
Scott Shellady Scott Shellady's X-Change Financial Access Experience August 2010 - May 2011
Job Adjunct Professor of Finance at DePaul University
Industry Capital Markets
Experience
TJM Institutional Services March 2014 - Present
DePaul University March 2014 - Present
Trean Group June 2012 - March 2014
ICAP Energy May 2011 - June 2012
X-Change Financial Access August 2010 - May 2011
GFI Group January 2010 - August 2010
Shellady Commodities 2001 - 2009
Patsystems 2000 - 2001
Industrial Bank of Japan Lanston Futures 1998 - 2000
Deutsche Bank 1995 - 1997
Skills
Options, Proprietary Trading, Electronic Trading, Trading, Fixed Income, Trading Systems, Derivatives, Equities, Commodity, Financial Markets, Equity Derivatives, Trading Strategies, Securities, FX Options, Hedging, Arbitrage, FX trading, ETFs, Capital Markets, Equity Trading, Investments, Hedge Funds, Portfolio Management, Bloomberg, FINRA, Interest Rate..., Market Data, Bonds, Commodity Markets, Risk Management, Asset Management, Alternative Investments, Volatility, Technical Analysis, Options Strategies, Swaps, Structured Products, Brokerage, Series 7, Currency, Investment Banking, Foreign Exchange
Education
University of Colorado Boulder - Leeds School of Business 1984 — 1988
Finance, Finance
TJM Institutional Services March 2014 - Present
DePaul University March 2014 - Present
Trean Group June 2012 - March 2014
ICAP Energy May 2011 - June 2012
X-Change Financial Access August 2010 - May 2011
GFI Group January 2010 - August 2010
Shellady Commodities 2001 - 2009
Patsystems 2000 - 2001
Industrial Bank of Japan Lanston Futures 1998 - 2000
Deutsche Bank 1995 - 1997
Skills
Options, Proprietary Trading, Electronic Trading, Trading, Fixed Income, Trading Systems, Derivatives, Equities, Commodity, Financial Markets, Equity Derivatives, Trading Strategies, Securities, FX Options, Hedging, Arbitrage, FX trading, ETFs, Capital Markets, Equity Trading, Investments, Hedge Funds, Portfolio Management, Bloomberg, FINRA, Interest Rate..., Market Data, Bonds, Commodity Markets, Risk Management, Asset Management, Alternative Investments, Volatility, Technical Analysis, Options Strategies, Swaps, Structured Products, Brokerage, Series 7, Currency, Investment Banking, Foreign Exchange
Education
University of Colorado Boulder - Leeds School of Business 1984 — 1988
Finance, Finance
Edward Lynn Edward Lynn's X-Change Financial Access Experience May 2010 - Present
Job Managing Director at XChange Financial Access
Industry Financial Services
Experience
X-Change Financial Access May 2010 - Present
UBS Wealth Management January 2002 - April 2010
PainWebber January 1987 - December 2001
PainWebber October 1981 - December 1986
Skills
Trading, Equities, Series 7, Management, Hedge Funds, Options, Derivatives, Fixed Income, ETFs, Financial Markets, Series 63, Investments
Education
Adelphi University
BA, Business/Corporate Communications
X-Change Financial Access May 2010 - Present
UBS Wealth Management January 2002 - April 2010
PainWebber January 1987 - December 2001
PainWebber October 1981 - December 1986
Skills
Trading, Equities, Series 7, Management, Hedge Funds, Options, Derivatives, Fixed Income, ETFs, Financial Markets, Series 63, Investments
Education
Adelphi University
BA, Business/Corporate Communications
Jim Graeber's X-Change Financial Access Experience October 2011 - Present
Job XFA
Industry Financial Services
Experience
X-Change Financial Access October 2011 - Present
RBC April 2006 - October 2011
Mizuho Securities USA Inc. 2000 - 2006
ABN AMRO Bank N.V. 1996 - 2000
Merrill Lynch 1985 - 1996
Skills
Options, Derivatives, Trading, Electronic Trading, Trading Systems, Brokerage, Hedge Funds, Proprietary Trading, Investments, Financial Analysis, Currency, Hedging, Risk Management, FX trading, FX Options
Education
Indiana University of Pennsylvania 1981 — 1984
Bachelor of Science (BS), Finance
Edinboro University of Pennsylvania
X-Change Financial Access October 2011 - Present
RBC April 2006 - October 2011
Mizuho Securities USA Inc. 2000 - 2006
ABN AMRO Bank N.V. 1996 - 2000
Merrill Lynch 1985 - 1996
Skills
Options, Derivatives, Trading, Electronic Trading, Trading Systems, Brokerage, Hedge Funds, Proprietary Trading, Investments, Financial Analysis, Currency, Hedging, Risk Management, FX trading, FX Options
Education
Indiana University of Pennsylvania 1981 — 1984
Bachelor of Science (BS), Finance
Edinboro University of Pennsylvania
Bill O'Keefe's X-Change Financial Access Experience July 2014 - Present
Job Director of Derivatives & Customized Options at XChange Financial Access
Industry Investment Management
Experience
X-Change Financial Access July 2014 - Present
Spot On Brokerage Services June 2010 - June 2014
TradingBlock 2011 - 2011
MF Global January 2010 - October 2010
Blue Water Arb September 2007 - March 2010
CBOE 1987 - 2006
Skills
Options, Derivatives, Trading, Electronic Trading, Trading Systems, Proprietary Trading, Equities, Equity Trading, Equity Derivatives, Series 7, Trading Strategies, Hedge Funds, Commodity, Market Making, Securities
Education
University of Illinois at Chicago 1981 — 1984
Bachelor of Business Administration (BBA)
X-Change Financial Access July 2014 - Present
Spot On Brokerage Services June 2010 - June 2014
TradingBlock 2011 - 2011
MF Global January 2010 - October 2010
Blue Water Arb September 2007 - March 2010
CBOE 1987 - 2006
Skills
Options, Derivatives, Trading, Electronic Trading, Trading Systems, Proprietary Trading, Equities, Equity Trading, Equity Derivatives, Series 7, Trading Strategies, Hedge Funds, Commodity, Market Making, Securities
Education
University of Illinois at Chicago 1981 — 1984
Bachelor of Business Administration (BBA)
Perry Pasquini's X-Change Financial Access Experience November 2009 - August 2012
Job Institutional sales/Trading at Lightspeed Financial
Industry Financial Services
Experience
Lightspeed Financial September 2012 - Present
X-Change Financial Access November 2009 - August 2012
Chicago Stock Exchange 1987 - 2006
Skills
Electronic Trading, Series 7, Trading Systems, Proprietary Trading, Series 63, Trading, Financial Markets, Equity Trading, Fixed Income, Capital Markets, Securities, Series 24, FINRA, Trading Strategies, Bloomberg, ETFs, Equities, Hedging, Alternative Investments
Education
DePaul University
Bachelor of Science (BS), Finance, General
Lightspeed Financial September 2012 - Present
X-Change Financial Access November 2009 - August 2012
Chicago Stock Exchange 1987 - 2006
Skills
Electronic Trading, Series 7, Trading Systems, Proprietary Trading, Series 63, Trading, Financial Markets, Equity Trading, Fixed Income, Capital Markets, Securities, Series 24, FINRA, Trading Strategies, Bloomberg, ETFs, Equities, Hedging, Alternative Investments
Education
DePaul University
Bachelor of Science (BS), Finance, General
Steve Leuer's X-Change Financial Access Experience June 2006 - Present
Job Commodity Trader/Broker at XChange Financial Access
Industry Financial Services
Experience
X-Change Financial Access June 2006 - Present
Prudential Financial 1991 - 2007
Skills
Commodity, Trading Systems, Electronic Trading, Trading, Derivatives, Options, Proprietary Trading, Hedging, Trading Strategies, Financial Markets, FX Options, Managed Futures, Hedge Funds, Equities, Options Strategies
Education
Northern Illinois University 1981 — 1985
B.S., Economics
X-Change Financial Access June 2006 - Present
Prudential Financial 1991 - 2007
Skills
Commodity, Trading Systems, Electronic Trading, Trading, Derivatives, Options, Proprietary Trading, Hedging, Trading Strategies, Financial Markets, FX Options, Managed Futures, Hedge Funds, Equities, Options Strategies
Education
Northern Illinois University 1981 — 1985
B.S., Economics
Henry Romano's X-Change Financial Access Experience October 2010 - May 2012
Job Account Executive at Experian Business Information Services
Industry Financial Services
Experience
Experian October 2013 - Present
TRM Asset Management May 2012 - Present
X-Change Financial Access October 2010 - May 2012
Elevation llc December 2009 - October 2010
FP Brokerage July 2005 - December 2009
Ronin Capital December 2001 - July 2005
Various health clubs March 1996 - January 2001
Skills
Options, Trading, Derivatives, Electronic Trading, Sales, Trading Systems, Portfolio Management, Financial Services, Commodity, Fixed Income, Mutual Funds, Proprietary Trading, Account Management, Business Networking, Market Research, Outside Sales, inside sales, B2B Marketing Strategy, Trade Show Presentations, Salesforce.com, Siebel 7.x, Business Development, CRM, Financial Markets, Risk Management
Education
University of Illinois at Chicago 1997 — 2001
BS, Physiology
The Roycemore School 1995 — 1997
Highschool
Loyola Academy 1993 — 1995
High school
Experian October 2013 - Present
TRM Asset Management May 2012 - Present
X-Change Financial Access October 2010 - May 2012
Elevation llc December 2009 - October 2010
FP Brokerage July 2005 - December 2009
Ronin Capital December 2001 - July 2005
Various health clubs March 1996 - January 2001
Skills
Options, Trading, Derivatives, Electronic Trading, Sales, Trading Systems, Portfolio Management, Financial Services, Commodity, Fixed Income, Mutual Funds, Proprietary Trading, Account Management, Business Networking, Market Research, Outside Sales, inside sales, B2B Marketing Strategy, Trade Show Presentations, Salesforce.com, Siebel 7.x, Business Development, CRM, Financial Markets, Risk Management
Education
University of Illinois at Chicago 1997 — 2001
BS, Physiology
The Roycemore School 1995 — 1997
Highschool
Loyola Academy 1993 — 1995
High school
Christos Koufomihalis's X-Change Financial Access Experience October 2011 - Present
Job VPOptions Sales Trader at XChange Financial Access on the NYSE
Industry Financial Services
Experience
X-Change Financial Access October 2011 - Present
Citi May 2011 - October 2011
GRISWOLD COMPANY, INC May 2009 - September 2009
PERSHING LLC A Bank of New York Mellon Company November 2007 - January 2009
BNY ConvergEx July 2007 - November 2007
G. PEARS LLC February 2004 - July 2007
TRADITIONAL ASIEL SECURITIES May 2001 - February 2003
Skills
Options, Finance, Credit, Portfolio Management, Series 7, Management, Financial Analysis, Equities, ETFs, Investments, Trading, Equity Trading, Analysis
Education
Kean University 1995 — 2000
B.S; B.S, Finance/Business Management; Finance / Business Management
X-Change Financial Access October 2011 - Present
Citi May 2011 - October 2011
GRISWOLD COMPANY, INC May 2009 - September 2009
PERSHING LLC A Bank of New York Mellon Company November 2007 - January 2009
BNY ConvergEx July 2007 - November 2007
G. PEARS LLC February 2004 - July 2007
TRADITIONAL ASIEL SECURITIES May 2001 - February 2003
Skills
Options, Finance, Credit, Portfolio Management, Series 7, Management, Financial Analysis, Equities, ETFs, Investments, Trading, Equity Trading, Analysis
Education
Kean University 1995 — 2000
B.S; B.S, Finance/Business Management; Finance / Business Management
Joseph Buffo's X-Change Financial Access Experience August 2011 - Present
Job Broker/ Director Product Development at XChange Financial Access
Industry Capital Markets
Experience
X-Change Financial Access August 2011 - Present
Vara Capital Management LLC January 2006 - August 2011
Morgan Stanley December 1984 - November 2005
Skills
Options, Derivatives, FX Options, Electronic Trading, Futures, Trading, Hedge Funds, Foreign Exchange, Volatility, Traders, Commodity, Financial Services, Currency, Fixed Income, Capital Markets
Education
Miami University
Bachelor of Science, Finance, Economics
X-Change Financial Access August 2011 - Present
Vara Capital Management LLC January 2006 - August 2011
Morgan Stanley December 1984 - November 2005
Skills
Options, Derivatives, FX Options, Electronic Trading, Futures, Trading, Hedge Funds, Foreign Exchange, Volatility, Traders, Commodity, Financial Services, Currency, Fixed Income, Capital Markets
Education
Miami University
Bachelor of Science, Finance, Economics
Ollie Boscarino's X-Change Financial Access Experience August 2011 - Present
Job Traders Assistant at XChange Financial Access
Industry Financial Services
Experience
X-Change Financial Access August 2011 - Present
Education
Florida Gulf Coast University 2005 — 2009
Bachelor of Science, Business Administration
X-Change Financial Access August 2011 - Present
Education
Florida Gulf Coast University 2005 — 2009
Bachelor of Science, Business Administration
Leon Wlazlo's X-Change Financial Access Experience December 2009 - November 2011
Job Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche LLP 2012 - Present
X-Change Financial Access December 2009 - November 2011
Keck Securities/Conifer 2007 - 2010
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Risk Management, Equities, Microsoft Office, Customer Service, SEC filings, Budgets, Research, Options, Investments, Tax Accounting, GAAP, Derivatives, Financial Accounting, Internal Controls, SEC Filings, US GAAP
Education
Santa Clara University
Accounting
Wake Forest University
Deloitte & Touche LLP 2012 - Present
X-Change Financial Access December 2009 - November 2011
Keck Securities/Conifer 2007 - 2010
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Risk Management, Equities, Microsoft Office, Customer Service, SEC filings, Budgets, Research, Options, Investments, Tax Accounting, GAAP, Derivatives, Financial Accounting, Internal Controls, SEC Filings, US GAAP
Education
Santa Clara University
Accounting
Wake Forest University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY