Top Institutional Equity Sales in Greater New York City Area
Michelle Melendez
Senior Director - Global Enterprise Business Lead
Greater New York City Area
Senior Director - Global Enterprise Business Lead
Senior Director - Business Development-Strategic Accounts
Director of Client Development
Director of Partnerships
Account Manager - East Coast
Project Manager
Research Associate
Marketing and Retail Development Consultant
Marketing and New Business Director
General Manager
VP-Institutional Equity Sales
Recommendations: 7
Social Media
Strategy
Digital Media
CRM
Project Management
New Business Development
Online Advertising
Non-profits
m****[email protected]
J.T. Farley
Managing Director, Marketing, Investor Relations and Corporate Communications
Greater New York City Area
Managing Director, Marketing, Investor Relations and Corporate Communications
Vice President, Equity Research Sales
Institutional Equity Sales
Marketing Manager
Managing Editor
News Editor/Senior Producer
Operations Assistant
New York University
The University of Hong Kong
Georgetown University
National Taiwan Normal University
Recommendations: 5
FINRA Series 7, 24, 63
Financial Markets
Investor Relations
Hedge Funds
Mandarin
Corporate Communications
Media Relations
Editing
j****[email protected]
Scott Gideon
Vice President: Trading
Greater New York City Area
Vice President: Trading
Institutional Equity Sales Trader
Fixed Income Derivative Analyst
Monmouth University
Recommendations: 4
Fixed Income
Trading
Series 7
Securities
Finance
Bloomberg
Hedge Funds
Equities
s****[email protected]
Matthew George
Business Development, Metro NYC Hedge Funds
Greater New York City Area
Business Development, Metro NYC Hedge Funds
Vice President, Institutional Equity Sales
Vice President, Institutional Equity Sales
Institutional Equity Sales
Major Account Executive
Senior Consultant/Wholesaler
Financial Advisor
Personal Banker
State University of New York at Albany
Recommendations: 4
Investments
Equities
Hedge Funds
Portfolio Management
Capital Markets
Mutual Funds
Equity Trading
Series 7
m****[email protected]
Mark McGovern
Vice President of Sales
Greater New York City Area
Vice President of Sales
VP of Sales
Board of Directors
Board of Directors
Institutional Equity Sales Trader
Iona College
Recommendations: 4
Product Development
New Business Development
Business Strategy
Entrepreneurship
Sales
P&L Management
SaaS
Marketing
m*****@scotdic.com
Hitakshi Mehra
Associate - Institutional Equities
Greater New York City Area
Associate - Institutional Equities
Junior Associate - Institutional Equities
Vice President - Institutional Equity Sales
Associate Vice President- Institutional Equity Sales
Senior Manager - Institution Corporate Broking (Institutional Equities)
Senior Manager - Emerging Corporate Banking
Senior Manager - Institutional Equity Sales
Associate Vice President - Institutional Equity Sales
S P Jain Center of Management
Jai Hind College
Recommendations: 3
PowerPoint
Excel
Word
Bloomberg
Equities
Equity Derivatives
Trading
Microsoft Excel
h****[email protected]
Ashley Bendell
District Manager, Major Accounts (2019 President's Club Recipent)
Greater New York City Area
District Manager, Major Accounts (2019 President's Club Recipent)
Head of Sales and Business Development, USA
Institutional Equity Sales (Emerging Markets, Africa)
Institutional Equity Sales and Business Development
Company Name
Credit Suisse
The University of Edinburgh
University of Stirling
Recommendations: 3
Emerging Markets
Equity Capital Markets
Equities
Capital Markets
Investments
Private Equity
Africa
Asset Managment
a****[email protected]
a****[email protected]
Bob Morie
Managing Director/Consultant
Greater New York City Area
Managing Director/Consultant
Institutional Equities Professional
Managing Director
Senior Managing Director, Equity Research Management
Senior Managing Director Institutional Equity Sales
Senior Managing Director Manager
Managing Director Institutional Sales
Carnegie Mellon University
Carnegie-Mellon University, Pittsburgh Pennsylvania
Scarsdale High School
Sciences Department for the Andrew Carnegie Society
Recommendations: 3
Capital Markets
Research Management
Equities
Securities
Investments
IPO
Institutional
Investment Banking
r*****@verizon.net
Adrien Corbett
Instituitional Equity Sales - Japanese Equities
Greater New York City Area
Instituitional Equity Sales - Japanese Equities
Managing Director
Sales Director / Offshore Institutions
Institutional Equity Sales Director
Business Development Director
Founding Director
Global Information Manager
Manager - Institutional Equity Sales
President & Founder
Leeds Metropolitan University
昭和大学 / Showa University
Universidad de Guadalajara
Recommendations: 3
Investment Banking
Financial Advisory
Corporate Finance
Private Equity...
Placement Agent
Project Funding
a****[email protected]
Dale Favors
Managing Director, Institutional Equities
Greater New York City Area
Managing Director, Institutional Equities
Principal, Institutional Equity Sales
Director
Executive Director
Vice President
Sales
Sales
Assoc.
Florida A&M University
Florida Agricultural and Mechanical University
Recommendations: 3
Equity Trading
Electronic Trading
Market Data
Equities
Trading Systems
Hedge Funds
Relationship Marketing
Capital Markets
d*****@optonline.net
Ariella Menegon
Analyst, Strategic Advisor, Credit Suisse
Greater New York City Area
Analyst, Strategic Advisor, Credit Suisse
US Institutional Equity Sales
Assistant VP of Sales
Summer Associate
University of St. Andrews
Kent Place School
Recommendations: 2
Competitive Analysis
Analysis
CRM
Financial Analysis
Management
Program Management
Sales
Investments
a****[email protected]
a****[email protected]
Helena Chao
Director, Institutional Equity Sales
Greater New York City Area
Director, Institutional Equity Sales
Director, Institutional Sales & Marketing
Vice President, Head of Marketing - Vantage Marketplace
Associate - Operations Management & Strategy
Associate - Office of the CIO - Technology Strategy Group
Analyst - Investment Management Business Planning & Analysis
University of Pennsylvania
The University of Chicago
Recommendations: 2
Analysis
Asset Management
Business Development
Capital Markets
Equities
Equity Research
Hedge Funds
Leadership
h*****@dmllc.com
Andrea Bischof
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Yoga Instructor
Equity Sales Analyst
Visitor Control Attendant
Summer Analyst - Sales & Trading
Fashion/Marketing/Design Intern
Hostess
Marketing Intern
Les Mills "Bodystep" Aerobics Instructor
University of Chicago
South Lafourche High School
Recommendations: 2
Public Relations
Advertising
Event Planning
Microsoft Office
Social Media
Fundraising
Editing
Microsoft Excel
d****[email protected]
Joseph Lipari
Senior Network Manager
Greater New York City Area
Senior Network Manager
Network Development Coordinator
Intern
Network Manager
Institutional Equity Sales Associate
Director, Advanced Media
Director, Network Development
Channel Manager
Director, Publisher Management
Director, Publisher Development
University of Richmond
University of Richmond - Robins School of Business
Chaminade high school
Recommendations: 2
Video
Leadership
Online Advertising
Strategic Planning
Account Management
Digital Media
Entrepreneurship
Salesforce.com
j****[email protected]
Amy Hanley (Salomone)
Director, Platinum Client Group
Greater New York City Area
Director, Platinum Client Group
Vice President, Market Access Specialist (Corporate Access)
Vice President, Equity Research Sales
Partner, Corporate Access
Vice President, Institutional Equity Sales
Institutional Equity Sales - Senior Associate
Institutional Equity Sales - Sales Assistant
Sales Assistant
John Carroll University
Recommendations: 2
a****[email protected]
Naomi Romero
VP, Institutional Equity Sales
Greater New York City Area
VP, Institutional Equity Sales
AVP, Institutional Equity Sales
Research sales - FX & Fixed Income
Client Services
University of Greenwich
Universidad de Oviedo
International School of Amsterdam
Recommendations: 2
n****[email protected]
r****[email protected]
Douglas G. Maurer, CFA
Portfolio Manager - Equities
Greater New York City Area
Portfolio Manager - Equities
Senior Equity Analyst
Director - Institutional Equity Sales
SVP - Institutional Equity Sales
VP - Institutional Equity Sales
Northwestern University
University of Wisconsin-Madison
Recommendations: 2
Investments
Options
Marketing
Bonds
Stocks
Equity Research
Equities
Bloomberg
d****[email protected]
Bruce McDermott
Managing Director: Head Alternatives and Private Markets Investments, AWM Key Client Partners
Greater New York City Area
Managing Director: Head Alternatives and Private Markets Investments, AWM Key Client Partners
Board Director
Member Board Of Trustees
Managing Director, Head: PWM Americas Key Client Group
Head: Product Management, Investment Solutions, PWM Americas
Associate Director-U.S. Equity Research
Head: U.S. Equity Sales and Equity Capital Markets
Institutional Equity Sales
Monmouth University
Recommendations: 1
Investment Banking
Capital Markets
Hedge Funds
Investments
Equities
Private Equity
Equity Research
Derivatives
m****[email protected]
Jesse Gottlieb
Freelance Senior Copywriter
Greater New York City Area
Freelance Senior Copywriter
Senior Copywriter
Copywriter
Freelance Copywriter
Freelance Copywriter
Freelance Copywriter
Freelance Copywriter
Freelance Copywriter
Copywriter
Copywriter
Freelance Copywriter
Greenhouse Student
Greenhouse Intern
Registered Sales Assistant
Institutional Equity Salesman
Account Manager
Miami Ad School
Hobart and William Smith Colleges
Middlebury Union High School
Recommendations: 1
Advertising
Creative Strategy
Interactive Advertising
Brand Development
Integrated Marketing
Copywriting
Marketing Communications
Outdoor Advertising
j****[email protected]
Laurena Mergenthaler
Sr. Account Executive, LinkedIn Sales Solutions - Financial Services
Greater New York City Area
Sr. Account Executive, LinkedIn Sales Solutions - Financial Services
Associate, Fixed Income Global Credit Sales & Trading
Institutional Equity Sales
Executive Board - President
Fixed Income Sales & Trading Summer Analyst
Account Team Intern
Boston College
University College Cork
Red Bank Catholic H.S.
Recommendations: 1
Capital Markets
Fixed Income
Bloomberg
Excel
investment grade
Trading
Equities
Financial Analysis
l****[email protected]
Cabell Brown
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Institutional Sales
The Lawrenceville School
Buckley
Buckley
Recommendations: 0
c****[email protected]
Katie Flood Cranley
Director, Institutional Equity Sales
Greater New York City Area
Director, Institutional Equity Sales
Vice President- Equity Sales Marketing
Miami University
Recommendations: 0
Equities
Equity Capital Markets
Investments
Investment Banking
Equity Research
Hedge Funds
Valuation
Portfolio Management
k****[email protected]
Chris Fetchet
Product Specialist
Greater New York City Area
Product Specialist
Institutional Equity Sales
Institutional Equity Sales
Equity Sales Intern
Equity Sales Intern
Retail Broker Intern
Bucknell University
Recommendations: 0
Series 7
Series 63
Financial Services
Finance
Institutional
Fixed Income
Equities
Bloomberg
c****[email protected]
c****[email protected]
Jeremy Sessler
Director, Equity Sales
Greater New York City Area
Director, Equity Sales
Volunteer
Principal, Equity Sales
Institutional Equity Sales
TMT Block Trader
University at Albany, SUNY
Recommendations: 0
Equities
Series 7
Series 63
Trading
Options
Bloomberg
Securities
Hedge Funds
j****[email protected]
Morgan Fauth Coleman
Chase Leadership Development Program Summer Associate
Greater New York City Area
Chase Leadership Development Program Summer Associate
Global Conferences Associate
Institutional Equity Sales
Equity Research Assistant
Junior Account Executive
Executive Coordinator, Private Bank
Georgetown University - The McDonough School of Business
Georgetown University, McDonough School of Business
Recommendations: 0
Event Management
Public Relations
Marketing
Marketing Strategy
PowerPoint
Microsoft Excel
Conference Coordination
Branding & Identity
m****[email protected]
Suzanne Charnas
Senior Relationship Manager
Greater New York City Area
Senior Relationship Manager
Managing Director, Co-Head US Research Sales
Managing Director, Global Head of Investor Relations
Managing Director, Institutional Equity Sales
Senior Vice President, Institutional Equity Sales
Georgetown University Law Center
Brown University
Recommendations: 0
s****[email protected]
MaryBeth Brophy
High Grade Credit Sales
Greater New York City Area
High Grade Credit Sales
Institutional Equity Sales Analyst
Intern-Sales & Trading
Waitress
Georgetown University - The McDonough School of Business
Georgetown University - The McDonough School of Business
SMS
Recommendations: 0
Account Management
Financial Accounting
Financial Management
Management Science
Trading
Business Relationship...
m****[email protected]
Tim Mudd
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Institutional Equity Sales
Associate
Analyst
Miami University
Recommendations: 0
Series 7
Private Equity
Financial Modeling
Venture Capital
Hedge Funds
Equities
Investment Banking
m****[email protected]
Ashley Piccolo
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Foreclosures Analyst
Wake Forest University
Syracuse University - Florence
Recommendations: 0
Series 7
Series 63
Bloomberg
Equities
Asset Managment
Securities
Financial Analysis
Investments
a****[email protected]
Marc Calcagno
Equity Derivatives Broker
Greater New York City Area
Equity Derivatives Broker
Institutional Equity Sales
Brooklyn Law School
Villanova University
Recommendations: 0
Bloomberg
Derivatives
Equities
Equity Derivatives
Hedge Funds
Investments
Options
Portfolio Management
m****[email protected]
Ken Ziming Huang
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Institutional Sales Associate
Investment Banking & Corporate Clients Intern
Equity Derivatives & Structured Products Sales Intern
Research Assistant
Actuarial Analyst
Actuarial Analyst
Columbia University in the City of New York
University of Waterloo
Recommendations: 0
Capital Markets
Financial Markets
Monte Carlo Simulation
Equity Derivatives
VBA
SAS
R
Quantitative Finance
a****[email protected]
Chelsea (Metz) Ameen
Director, Financial Institutions
Greater New York City Area
Director, Financial Institutions
Vice President – Core Institutional Equity Sales
University of Virginia
Recommendations: 0
c****[email protected]
Tripp Stevens
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Investor Services Sales
Summer Sales Analyst
Colby College
Recommendations: 0
Financial Analysis
Economics
Financial Modeling
Data Analysis
Microsoft Excel
g****[email protected]
Robert Farrer
Product Specialist
Greater New York City Area
Product Specialist
Sales Director
Institutional Equity Sales
Director Equity Sales and Trading
VP Institutional Sales
Institutional Equity Trading
Bucknell University
Recommendations: 0
Equities
Trading
Equity Trading
Investments
Risk Management
Commodity
Strategic Planning
Electricity
r****[email protected]
Patricia Aylward
Equity Sector Investment Strategist/Trader
Greater New York City Area
Equity Sector Investment Strategist/Trader
Assistant Portfolio Manager/Trader
AVP, Portfolio Manager, Trader and Trust Officer
Trading and Portfolio Assistant
Institutional Equity Sales
Rosemont College
New York University
Adelphi University
Recommendations: 0
Asset Allocation
Hedge Funds
Equities
Portfolio Management
Mutual Funds
Trading
Investments
ETFs
a****[email protected]
Frederick A. Brimberg
Senior Managing Director and Portfolio Manager
Greater New York City Area
Senior Managing Director and Portfolio Manager
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Global Research and Portolio Management
Institutional Equity Sales
Institutional Equity Sales
NYU Stern School of Business
Washington and Lee University
The Hotchkiss School
Recommendations: 0
Asset Management
Portfolio Management
Investments
Equities
Asset Managment
Asset Allocation
Investment Strategies
Series 63
f****[email protected]
Gretchen Nadasky, MSLIS
Manager
Greater New York City Area
Manager
Digital Content Analyst, Born-Digital Preservation Initiative
Research Assistant - Information Architecture
Metadata Specialist - Digital Asset Management
Project Archvist - Digital Asset Management Team
Book Keeper
Senior Vice President - Institutional Equity Sales
Vice President - Institutional Equity Sales
Pratt Institute
Muhlenberg College
Recommendations: 0
Microsoft Office
Project Management
Microsoft Excel
New Business Development
Research
Business Strategy
Marketing Strategy
PowerPoint
g****[email protected]
Katherine Davis
Executive Recruiter
Greater New York City Area
Executive Recruiter
Institutional Equity Sales
University of Pennsylvania
The Chinese University of Hong Kong
Recommendations: 0
r****[email protected]
Eric Ribner
Chief Financial Officer
Greater New York City Area
Chief Financial Officer
Senior Financial Advisor
Portfolio Manager
Senior Vice President / Equity Analyst (Energy/Industrials)
Managing Director
Executive Vice President - Institutional Equity Sales
Equity Institutional Sales
Associate - Sales & Trading
Columbia Business School
Tufts University
Oxford University, St Anne's College
Scarsdale High School
Recommendations: 0
Microsft Office
Financial Analysis
Portfolio Management
Equity Research
Financial Modeling
Investments
Due Diligence
Asset Managment
e****[email protected]
Scott Herbst
Private Banker
Greater New York City Area
Private Banker
Institutional Fixed Income Sales
Institutional Equity Sales
Colgate University
Delbarton
Recommendations: 0
s****[email protected]
Justin Spitzer, CFA
Managing Director, Head of Institutional Services Group
Greater New York City Area
Managing Director, Head of Institutional Services Group
Institutional Equity Sales
Institutional Equity Sales
University at Albany, SUNY
University at Albany, SUNY
Recommendations: 0
j****[email protected]
Richard Menker
Head of Multi Product Team-Institutional Equity Sales
Greater New York City Area
Head of Multi Product Team-Institutional Equity Sales
Director of Institutional Equity Sales
Fordham University
Lehigh University
Recommendations: 0
Equities
Investments
Financial Services
Trading
Series 7
Finance
Relationship Management
Series 63
m*****@mac.com
Andrew Crofton
Senior Wealth Manager
Greater New York City Area
Senior Wealth Manager
Private Client Advisor
Institutional Equity Sales
Proprietary Trader
University of Pennsylvania
Canterbury
Recommendations: 0
a****[email protected]
Loc CFA
Managing Director, Institutional Business Development
Greater New York City Area
Managing Director, Institutional Business Development
Managing Director, Institutional Equity Sales
Regional Director - Northeast Institutional
Rutgers University
Recommendations: 0
Hedge Funds
Equities
Asset Management
Capital Markets
ETFs
Equity Research
Asset Allocation
Trading
l****[email protected]
Jim Nevola, CFA, FRM, CAIA, CIPM
Senior Risk Consultant
Greater New York City Area
Senior Risk Consultant
Vice President, Senior Performance & Risk Analytic Consultant
Assistant Vice President, Performance Analyst
Performance Analyst
Institutional Equity Sales Trader
Financial Consultant
Associate Financial Consultant
State University of New York College at Geneseo
Recommendations: 0
Relationship Management
Advising Clients
Public Speaking
Bloomberg Terminal
Risk Management
Enterprise Risk...
Performance Attribution
Market Risk
j****[email protected]
Sonia Chandnani
Prime Brokerage Sales
Greater New York City Area
Prime Brokerage Sales
Institutional Equity Sales, Client Management
Office of General Counsel - Equity Derivatives Compliance
Rutgers, The State University of New Jersey-New Brunswick
University of Michigan
University of Melbourne
Recommendations: 0
Capital Markets
Equities
Prime Brokerage
Hedge Funds
Series 7
s****[email protected]
Brendan Lynch, CFA
Analyst
Greater New York City Area
Analyst
Senior Equity Analyst
Small Enterprise Development Volunteer
Institutional Equity Sales Associate
Senior Financial Analyst
Education Volunteer
Loyola College in Maryland
Glastonbury High School
Recommendations: 0
Equity Sales
Equity Analysis
Trading
Series 7
Equities
Capital Markets
Valuation
Fixed Income
b****[email protected]
Dina (Albanese) Spaidal
Co-Owner
Greater New York City Area
Co-Owner
Managing Director, Institutional Equity Sales
Vice President, Institutional Equity Sales
St. Lawrence University
Recommendations: 0
Interior Design
New Business Development
Sales
Equities
Series 7
Mutual Funds
Business Development
Investments
d*****@lsstagingdesign.com
Brian Krantz
Vice President
Greater New York City Area
Vice President
Institutional Equity Sales Trader, VP
New York Law School
The George Washington University
Recommendations: 0
Series 7
Series 63
Series 55
k****[email protected]
John Fagan
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Client Associate
Team Captain
Summer Intern
Caddy
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 0
j****[email protected]
Mary Flaherty
Director, Institutional Sales
Greater New York City Area
Director, Institutional Sales
Managing Director, Equity Sales
Sector Chief Operating Officer - Energy
Vice President, Institutional Equity Sales
Associate, Corporate Access
Manager, Domestic Pricing
Teacher of English As a Foreign Language
Senior Billing Representative For National Accounts
University of North Carolina at Chapel Hill
Universidad de Sevilla
Recommendations: 0
Equities
Hedge Funds
Bloomberg
Equity Research
Series 7
Capital Markets
Securities
Investments
m****[email protected]
Peter Cairney
Infantry Officer
Greater New York City Area
Infantry Officer
Institutional Equity Sales Trader
Trading Assistant
SVP, Institutional Equity Trading
Director, Institutional Equity Sales Trading
St. John's University
University of Notre Dame
Recommendations: 0
p****[email protected]
Tyler Parsons
Fixed Income Sales & Trading Analyst
Greater New York City Area
Fixed Income Sales & Trading Analyst
Institutional Equity Sales & Trading Associate
Investment Banking Associate
Business Development Intern
Summer Analyst
Teaching Assistant
Investment Banking Vice President
Fixed Income Sales & Trading Associate
Bellman and Valet
Vanderbilt University
London School of Economics and Political Science
Noble & Greenough School
Recommendations: 0
t****[email protected]
Ashley Dombalis
Institutional Equity Sales, Assistant Vice President
Greater New York City Area
Institutional Equity Sales, Assistant Vice President
Global Marketing Analyst
Global Marketing Intern
Newsroom Intern
Marketing Intern
Boston College
Recommendations: 0
Equities
Marketing
Financial Services
Bloomberg
Hedge Funds
Series 7
Capital Markets
Valuation
d****[email protected]
Paul DeNicola
Institutional Equity Sales & Trading Product Management
Greater New York City Area
Institutional Equity Sales & Trading Product Management
FX Options
Co-Founder/Fund Manager
Intern
Assitant Coach
Intern
Intern
Intern
New York University - Leonard N. Stern School of Business
New York University - Leonard N. Stern School of Business
Syracuse University - Martin J. Whitman School of Management
Don Bosco
Recommendations: 0
Bloomberg
Microsoft Excel
Equities
Public Speaking
p****[email protected]
Mary Scattergood
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Associate
Account Administrator
University of Pennsylvania
Recommendations: 0
Client Relations
Equity Research
Investment Advisory
Investments
Highly detail oriented
Investment Valuation
Social Media Marketing
Asset Management
m****[email protected]
m****[email protected]
Brian K.
Adjunct Professor
Greater New York City Area
Adjunct Professor
Economist
Chair, Economics Department
Derivatives Specialist
Investment Associate
Institutional Equity Sales and Research
Binghamton University
State University of New York at Binghamton
Chaminade High School
Recommendations: 0
b****[email protected]
Talar Angacian
Institutional Equity Sales Analyst
Greater New York City Area
Institutional Equity Sales Analyst
Vice President of Alumni Relations
Intern
Intern
Social Media Chair
Intern
Georgetown University
Universitat Pompeu Fabra
Recommendations: 0
t*****@georgetown.edu
t*****@mail.msb.edu
Adam Blackwood
SVP/Wealth Advisor
Greater New York City Area
SVP/Wealth Advisor
Executive Director
Managing Director - Institutional Equity Sales
Managing Director - Institutional Equity Sales
VP - Institutional Equity Sales
Lending Officer
Emory University - Goizueta Business School
Georgetown University - The McDonough School of Business
Recommendations: 0
Equities
Alternative Investments
Hedge Funds
Portfolio Management
Investments
Fixed Income
Capital Markets
Securities
a****[email protected]
Aalind Jindal
Asian Institutional Equity Sales
Greater New York City Area
Asian Institutional Equity Sales
Recommendations: 0
Banking
Capital Markets
Investment Banking
Fixed Income
Equities
Hedge Funds
Derivatives
FX Options
a****[email protected]
Ricardo Garcia
Senior Associate
Greater New York City Area
Senior Associate
Managing Director, Institutional Equity Sales
Trinity College-Hartford
Trinity College-Rome, Italy
Colégio Bellas Artes, Maracaibo, Venezuela
Recommendations: 0
Hedge Funds
Equities
Investment Banking
Valuation
Capital Markets
Mutual Funds
M&A experience
Alternative Investments
r****[email protected]
Carol DeWolf
Account Coordinator
Greater New York City Area
Account Coordinator
Client Services & Marketing
U.S. Equity Sales Trader
Japanese Equity Sales
Institutional Equity Sales
Public Relations & Marketing
Textile Sales & Marketing
Director, Institutional Equity Sales
New York University
立教大学 / Rikkyo University
Recommendations: 0
Trading
Equities
Customer Relations
Excel
Japanese
English
Bilingual
International Sales
c****[email protected]
Paul Peltekian
Institutional Equity Research Sales
Greater New York City Area
Institutional Equity Research Sales
Institutional Equity Sales and Trading
Institutional Equity Sales and Trading
Managing Director
Vice President
Vice President
DePaul University
Niles North
Grayslake High School
Niles North High School
Recommendations: 0
Equities
Hedge Funds
Trading
Portfolio Management
Equity Trading
Valuation
Investments
Equity Research
p****[email protected]
Amanda Forrest
Private Banker
Greater New York City Area
Private Banker
Alternative Investments Group
Alternative Investments Group
Portfolio Management Group - Quantitative Equities
Institutional Equity Sales
Intern
The George Washington University
Horace Greeley High School
Recommendations: 0
f****[email protected]
a****[email protected]
Jason Glazer
Chief Operating Officer
Greater New York City Area
Chief Operating Officer
Managing Director, Institutional Equity Sales
Managing Director, Head of Sales
Senior Managing Director, Institutional Equity Sales
Director, Sales
NYU Stern School of Business
Bucknell University
Bronx High School of Science
Recommendations: 0
Equities
Competitive Analysis
Series 7
Hedge Funds
Series 63
Equity Research
Investments
j****[email protected]
Danielle Labonia
Metropolitan Home and ELLE Decor: Senior Sales Assistant
Greater New York City Area
Metropolitan Home and ELLE Decor: Senior Sales Assistant
Institutional Equity Sales
Macquarie Capital
Executive Assistant
Investments
Boston College
Montville Township High School
Recommendations: 0
d****[email protected]
Kevin Mjaatvedt
Associate, Institutional Equity Sales
Greater New York City Area
Associate, Institutional Equity Sales
Member and Leader
Client Relationship and Manager Research Intern
Corporate Accounting Intern
Saint Bonaventure University
Recommendations: 0
Equity Valuation
Bloomberg
Excel
Portfolio Management
Valuation
Modeling
Hedge Funds
Fixed Income
k****[email protected]
Dustin Cronk
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Financial Advisor
State University of New York at Albany
Recommendations: 0
d****[email protected]
Matthew Boskin
Partner
Greater New York City Area
Partner
Co-Head/Producing Manager Institutional Equity Sales
Director Institutional Sales
Director Institutional Sales
Global Technology Sales
Co-Head Technology Specialty Sales
Fordham University - Graduate School of Business Administration
Boston University
Recommendations: 0
Alternative Investments
Asset Management
Bloomberg
Capital Markets
Derivatives
Equities
Equity Research
Equity Trading
m****[email protected]
m****[email protected]
Christine Vasquez
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Research Assistant
Sales Assistant
General Managers’ Administrative Assistant
Internship: Public Relations Assistant; Marketing Assistant
Wholesale Intern, Women’s Department
LIM College
Saint Joseph by the Sea High School
Recommendations: 0
Advertising
CRM
Customer Satisfaction
Marketing
Microsoft Excel
PowerPoint
Sales
Management
c****[email protected]
Brittany Bellard
Associate
Greater New York City Area
Associate
Investment Grade Credit Sales Analyst
Institutional Equity Sales Analyst
Institutional Equity Sales Assistant
Senior Associate- Advisory Services
Lafayette College
Garden City High School
Recommendations: 0
Investments
Financial Services
Credit
Equities
Financial Markets
Bloomberg
Series 7
Investment Banking
b****[email protected]
Margo Cole
Venture Partner
Greater New York City Area
Venture Partner
Independent Investor
Venture Capital
Vice President - Institutional Equity Sales
Boston College
F.W. Olin Graduate School of Business
The London School of Economics and Political Science (LSE)
Recommendations: 0
m****[email protected]
m****[email protected]
Matt Czerkowicz
MBA Intern
Greater New York City Area
MBA Intern
President and Board Member
Institutional Equity Sales
Senior Analyst
Reconciliation and Analysis
Intern
Coach
Boston College - Wallace E. Carroll Graduate School of Management
Skidmore College
Kent School
Mount St. Charles Academy
Recommendations: 0
Excel
PowerPoint
Bloomberg
Capital IQ
Account Reconciliation
Analysis
Financial Modeling
Microsoft Word
m****[email protected]
Michael Lally
Senior Vice President
Greater New York City Area
Senior Vice President
Institutional Equity Sales
Ops Training
Director, Financial Markets Group
Director
Vice President
Managing Director
Fordham University - Graduate School of Business Administration
The Catholic University of America
Recommendations: 0
m****[email protected]
Paul Edelen
Associate
Greater New York City Area
Associate
Sales and Trading
Institutional Equity Sales
Financial Representative
The University of Vermont (UVM)
University of Sydney
St. Paul's School for Boys
Recommendations: 0
Series 7
Series 63
Series 6
Corporate Finance
Financial Analysis
Valuation
Bloomberg
Excel
p****[email protected]
p****[email protected]
Mario Carias, CFA
Director of Education
Greater New York City Area
Director of Education
Adjunct
Owner
Equity Strategist
VP Institutional Equity Sales
Institutional Equity Sales
Institutional Equity Sales
New York University
University of Buckingham
Pinares
Recommendations: 0
m****[email protected]
Arielle Foucek
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Institutional Equity Sales
Lehigh University
Recommendations: 0
Capital Markets
Equity Trading
Equity Capital Markets
Equities
a****[email protected]
Ned Rowan
Vice President Of Operations
Greater New York City Area
Vice President Of Operations
Institutional Equity Sales
Columbia Business School
Colgate University
Kent School
Recommendations: 0
Brand Development
Competitive Analysis
Consumer Products
Marketing Strategy
New Business Development
Pricing Strategy
Product Development
Product Marketing
n****[email protected]
Eric Reinemann
Analyst
Greater New York City Area
Analyst
Cross Asset / Special Situations Group
Institutional Equity Sales
Summer Analyst
Business Development/Marketing Intern
Artist/Producer/Musician
Investor Relations Intern
New York University
Recommendations: 0
Hedge Funds
Investments
Economics
Microsoft Excel
Finance
PowerPoint
Statistics
Microsoft Word
e****[email protected]
Frank Hourigan
CEO
Greater New York City Area
CEO
Principal
Vice President - Institutional Equity Sales
District Manager
Chief Operating Officer
Director
Regional Manager, Professional Alliances
Training Specialist
Chief Operating Officer
Managing Director
Saint Joseph's University - Erivan K. Haub School of Business
University of Scranton
Recommendations: 0
f****[email protected]
f****[email protected]
Robert Jr.
Director, Institutional Equity Sales
Greater New York City Area
Director, Institutional Equity Sales
VP, Government Agency Trading
Director, Institutional Equity Sales
Partner, Head of Business Development
Providence College
Recommendations: 0
b*****@hhr.com
Connor Esposito
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Analyst
Villanova University
Recommendations: 0
c****[email protected]
Ayesha Parekh
Institutional Equity Sales - Pan Asia
Greater New York City Area
Institutional Equity Sales - Pan Asia
Institutional Equity Sales - Japan
Japan Equity Trading
Columbia University in the City of New York
The London School of Economics and Political Science (LSE)
International School of the Sacred Heart, Tokyo
Recommendations: 0
Equities
Trading
Bloomberg
Fixed Income
Portfolio Management
Capital Markets
Hedge Funds
Equity Trading
a****[email protected]
Stephanie Binder
Equity Sales Associate
Greater New York City Area
Equity Sales Associate
Vice President Institutional Equity Sales
Student Athletics Assistant
Investment Banking Analyst
Equity Research Analyst
Financial Analyst
Institutional Equity Sales
The Johns Hopkins University
Rye Country Day School
Recommendations: 0
Financial Modeling
Bloomberg
Bloomberg Terminal
Financial Analysis
Microsoft Excel
Fact Set
Microsoft Office
Mergers & Acquisitions
s****[email protected]
Taylor Klipstein
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Global Loans and Special Situations Group
Finance Management Associate Program Intern
Accounting / Finance Intern
University of Delaware
Recommendations: 0
Microsoft Office
Mac OS X
PC Computers
Web Researching
Social Networking
Public Speaking
t*****@udel.edu
Judy Erdman, CFP®
Vice President, Institutional Wealth Services
Greater New York City Area
Vice President, Institutional Wealth Services
Senior Marketer, Head of Third Party Distribution, Structured Products
Director, Institutional Client Group
Vice President, Institutional Equity Sales
Faculte des Lettres, Avignon, France
Muhlenberg College
Recommendations: 0
j****[email protected]
Laura Colberg, MS
Estee Lauder and Tom Ford North America NA Sales and Marketing Team
Greater New York City Area
Estee Lauder and Tom Ford North America NA Sales and Marketing Team
Senior Wealth Strategist Associate, Personal Financial Services
Institutional Equity Sales
Client Services Intern
Research and Art Intern
Product Marketing Assistant
New York University
Northeastern University
Recommendations: 0
Marketing
Social Media
Market Research
Marketing Strategy
Marketing Communications
Microsoft Excel
Account Management
PowerPoint
l****[email protected]
anna wei
National Director of Business Development
Greater New York City Area
National Director of Business Development
Director
Director
Principal
Institutional Sales
Institutional Equity Sales
University of Pennsylvania - The Wharton School
Tufts University
Recommendations: 0
Asset Managment
Executive Search
Hedge Funds
Financial Services
Private Equity
Portfolio Management
Asset Management
Leadership
a****[email protected]
Sunny Chiou, CLU®, CLTC
Financial Advisor
Greater New York City Area
Financial Advisor
Director of Finance NY
Manager of Restaurant & Beverage Relations
Institutional Equity Sales
Institutional Equity Sales
Wake Forest University
Recommendations: 0
s****[email protected]
Maria Averina
Principal US cash Equity sales to Europe/US
Greater New York City Area
Principal US cash Equity sales to Europe/US
Senior VP Institutional Equity Sales
Senior sales-trader, Director
Senior sales-trader, Director
The Hebrew University
Recommendations: 0
Equities
Trading
Financial Markets
Hedge Funds
Capital Markets
Electronic Trading
Bloomberg
Investments
m****[email protected]
Patrick Greene
Real Estate Project Assistant
Greater New York City Area
Real Estate Project Assistant
Intern
Client Associate
Intern
Foreclosure Analyst
Senior Business Development Representative
Sales Development Representative
Institutional Equity Sales
Swarthmore College
Chaminade High School
Recommendations: 0
p****[email protected]
Harrison Richter
Director
Greater New York City Area
Director
Associate
Director
Director, Prime Services Sales
Vice President, Institutional Equity Sales
Director, Business Development
VP, Prime Brokerage Sales
Director, Alternative Data Sales
Equity Trader
Lafayette College
Recommendations: 0
h****[email protected]
Jonathan Hanes
Area Manager- Northeast
Greater New York City Area
Area Manager- Northeast
Director, Account Executive for Gartner Invest
Institutional Equity Sales Trader
Research, Sales Trader
Director, Client Portfolio Manager
Director, Client Portfolio Manager
Connecticut College
Salisbury School
Recommendations: 0
Relationship Management
Client Relations Skills
Customer Retention
Strategic Partnerships
Sales Management
Team Leadership
Value Selling
Investment Management
j****[email protected]
Fernando Diez Notarnicola
Latam Equity Sales
Greater New York City Area
Latam Equity Sales
Institutional Equity Sales
Associate
Institutional Sales
Latam Institutional Equity Sales
Latam Institutional Equity Sales
Trainee - Investment Banking
Financial Advisor
Intern
Fundação Getulio Vargas
Università Commerciale 'Luigi Bocconi'
Recommendations: 0
Capital Markets
Financial Markets
Fixed Income
Equities
Investment Banking
Derivatives
Corporate Finance
Equity Research
f****[email protected]
Brent Rector
Director -Institutional Equity Sales
Greater New York City Area
Director -Institutional Equity Sales
Vice President -Institutional Equity Sales
Associate - Dealer Trainee Program
Vice President
Sales Associate
Sales Representative
Sales Representative
Sales
University of Toronto - Rotman School of Management
Bishop's University
Recommendations: 0
Bloomberg
Structured Products
Portfolio Management
Electronic Trading
Mergers & Acquisitions
Capital Markets
Securitization
Fixed Income
Brandt Montour
Institutional Equity Sales
Greater New York City Area
Institutional Equity Sales
Public Finance Syndicate
Structured Credit HF Sales
Summer Analyst - High Yield Sales
University of Michigan
Recommendations: 0
m****[email protected]
Lauren Rufino Seiler
Director, Head of North American Equity Sales
Greater New York City Area
Director, Head of North American Equity Sales
Director, Institutional Equity Sales
High Yield/Distressed Sales
Fixed Income Sales and Trading
Tufts University
Pleasantville High School
Recommendations: 0
Series 24
Series 7
Series 63
Bloomberg
Equities
Fixed Income
Trading
Portfolio Management
l****[email protected]
Olga (Akimova) Shoraka
VP Equity Research Sales
Greater New York City Area
VP Equity Research Sales
Corporate & Venture Services
VP Institutional Equity Sales
Equity Capital Markets/Syndicate
Marketing Manager/Market Research Analyst
Volgograd State Technical University
Recommendations: 0
Valuation
Venture Capital
Equity Research
Equities
Financial Modeling
Alternative Investments
Financial Services
Hedge Funds
o****[email protected]
Maureen Shires
Account Execuive
Greater New York City Area
Account Execuive
Business Development
President
Sales Director - E-Commerce Sales Specialist
Institutional Equity Sales Trader
Institutional Equity Sales Trader / TFI Trading
Syracuse University
Morristown High School
Recommendations: 0
Trend
Private Label
Sales Management
Visual Merchandising
Marketing
Fashion Design
Strategic Planning
Microsoft Word
t****[email protected]
Jennifer Di Sisto Madden
Licensed Real Estate Salesperson
Greater New York City Area
Licensed Real Estate Salesperson
Institutional Equity Sales
Institutional Equity Sales
Lehigh University
Recommendations: 0
Condos
Real Estate
Research
Equities
j****[email protected]
