Top Investment Advisors in Greater New York City Area

Andrew Themis
Vice President | RBWM
Greater New York City Area
Vice President | RBWM
Senior Financial Analyst
Financial Advisor | Portfolio Advisor
Investment Advisor | Portfolio Manager
Chief Executive Officer
Business Development Consultant
Manager
Management Program
Monash University
William Angliss College
Recommendations: 93
Analysis
Business Development
Financial Services
Management
Strategy
Technical Analysis
Spenser Brown
Investment Banking Analyst
Greater New York City Area
Investment Banking Analyst
Assistant Men's Ice Hockey Coach (NCAA Division III)
Industrial Engineering Senior Design Team Member
Summer Investment Analyst
Investment Advisor Representative / Small Business Owner
Industrial Engineering Junior Project Team Member
Student
Student
Facility Redesign Project Team Leader
Semi-Professional Ice Hockey Player
Event Director
Milwaukee School of Engineering
William Henry Harrison High School
Recommendations: 59
Lean Manufacturing
Stochastic Modeling
Six Sigma
MRP
Leadership
Financial Analysis
Monte Carlo Simulation
Valuation
Wayne Like
Head of Global Financial Services, Sr.Director of Sales
Greater New York City Area
Head of Global Financial Services, Sr.Director of Sales
Director of Strategic Accounts
Director of Sales, East
Sr. Enterprise Manager
Investment Advisor
Global Enterprise Mgr
Sr. Account Executive
Sr. Account Executive
Sr Account Executive
Sr. Account Executive
Account Executive
Account Executive
Account Executive
State University of New York at Albany
Recommendations: 13
SaaS
Enterprise Software
PaaS
Cloud Computing
Salesforce.com
Sales
Cross-functional Team Leadership
Solution Selling
Raag Vamdatt
Project Manager / Senior Business Analyst
Greater New York City Area
Project Manager / Senior Business Analyst
Domain Consultant
Investment Advisor & Financial Planner
Manager - Consulting
Business Analyst
Assistant Systems Analyst
Executive - Projects
Narsee Monjee Institute of Management Studies
Government Engineering College, Gandhinagar
Kendriya Vidyalaya
Recommendations: 12
Investment Advisory Services
Strategic Financial Planning
Requirements Gathering
Business Analysis
Capital Markets
Investments
Banking
SDLC
Paul Ferrara
National Director of Marketing and Franchise Growth
Greater New York City Area
National Director of Marketing and Franchise Growth
Regional Director, Business Development & Franchise Sales
Marketing Program Manager / Strategic Account Management
Regional Account & Sales Manager
Senior Business Development Officer
Business Development Officer
Managing Partner / Branch Office Manager
Investment Advisor
Villanova University
Recommendations: 12
Sales
Franchise Sales
Marketing
Business Development
Key Account Management
Strategic Partnerships
Program Management
Real Estate
Carl Berg
Director
Greater New York City Area
Director
Manager
Fund Private Placements
Managing Partner
Associate Director
Principal
Analyst
Investment Advisor, Private Investments
The London School of Economics and Political Science (LSE)
Recommendations: 10
Hedge Funds
Private Placements
Investment Banking
Alternative Investments
Equities
Valuation
Asset Managment
Investments
Steve Iannuzzi
Vice President of Sales
Greater New York City Area
Vice President of Sales
Director of Sales - East Region
Senior Account Executive
Registered Investment Advisor
Senior Vice President
Financial Associate
Rutgers, The State University of New Jersey-New Brunswick
Belleville High School
Recommendations: 9
PowerPoint
Microsoft Office
Oracle Applications
Workforce Management
Sales
Human Resources
Analytics
SaaS
Simon D. Roffé
VP of Social Media
Greater New York City Area
VP of Social Media
VP of Social Media
Producer, Director and Cinematographer
Residential Commercial Asset Manager
Developer and Project Manager
Registered Investment Advisor
Managing General Partner
New York University - Leonard N. Stern School of Business
Recommendations: 8
Real Estate
Real Estate Development
Management
Property Management
Real Estate Economics
Commercial Real Estate
Condos
Negotiation
Clark Biggers
VP, Portfolio Advisor
Greater New York City Area
VP, Portfolio Advisor
Investment Specialist
Sr VP, Head of PIMCO Product Management
VP, PIMCO Portfolio Specialist
Senior Investment Advisor
Lead Investment Analyst
Financial Analyst
Team Leader
The University of Texas at San Antonio
University of Southern California - Marshall School of Business
Recommendations: 7
Fixed Income
Hedge Funds
Asset Managment
Bloomberg
Capital Markets
Derivatives
Due Diligence
Financial Markets
DavidDavid EA
Registered Investment Advisor
Greater New York City Area
Registered Investment Advisor
American InterContinental University
Bryant University
Recommendations: 6
Finance
Management
Leadership
Tax Advisory
Project Management
Negotiation
Business
Analysis
Alberto Galimberti
Director of Marketing
Greater New York City Area
Director of Marketing
Product Dept.
Director of Marketing USA
Brand Manager Communities
Junior Channel Manager
Investment Advisor
SDA Bocconi
Università degli Studi di Milano
Università Commerciale 'Luigi Bocconi'
Recommendations: 5
Start-ups
Mobile Devices
Digital Marketing
Mobile Marketing
Online Advertising
Marketing Strategy
Douglas Metcalf, CFA
Chief Operating Officer
Greater New York City Area
Chief Operating Officer
Director Investor Relations
Founding Partner
Investment Advisor
Managing Director and EM Portfolio and Product Manager
Chief Financial Officer
Product Manager specializing in Emerging Market Fixed Income
Managing Director and Founder of the Emerging Market Fixed Income Group
Managing Director and Founder of the Emerging Market Fixed Income Group
Managing Director, Global Interest Rate and Currency Swap Group
Executive Vice President and Chief Financial Officer
Assistant Vice President and Portfolio Manager
Municipal Security Analyst and Assistant Portfolio Manager
Pacific Coast Graduate School of Banking
Brigham Young University
University of Utah
Recommendations: 5
Alternative Investments
Investments
Private Equity
Emerging Markets
Hedge Funds
Fixed Income
Derivatives
Asset Managment
Stephen Graves
Managing Consultant
Greater New York City Area
Managing Consultant
President
Advisor
Investment Advisor (Senior Consultant)
Advisor, US Policy and Relations
Startup Founder and CEO
Associate Staff Analyst (Senior Business Analyst)
Founder and CEO
Principal Consultant
Director, Global Business Operations
Heriot-Watt University
Code Academy
American Military University
Recommendations: 5
Leadership
Policy
Program Management
Analysis
Management
Organizational Development
Strategic Planning
Portfolio Management
Vincent Harris
Investment Advisor
Greater New York City Area
Investment Advisor
MBA Student
Summer Associate
Director
Board Member, HW Thrift Stores
Investment Advisor
Managing Member
Co-Founder and CEO
Business Development
University of Virginia Darden School of Business
University of Virginia
Recommendations: 4
Private Equity
Strategy
Business Development
Entrepreneurship
Due Diligence
Leadership
Investments
Finance
Leonardo Castillo
Marketing Manager
Greater New York City Area
Marketing Manager
Account Manager; Homefirst
Director of Sales and Operations
Senior Account Executive
Financial Consultant / Investment Advisor
Baruch College
Laguardia Community College
Recommendations: 4
Strategy
CRM
Enterprise Software
Cloud Computing
Business Development
Strategic Partnerships
New Business Development
Product Marketing
Whitney Farber
Licensed Real Estate Salesperson | Real Estate Investment Advisor
Greater New York City Area
Licensed Real Estate Salesperson | Real Estate Investment Advisor
Real Estate Salesperson
Real Estate Salesperson
Emory University
Recommendations: 3
Investment Properties
Real Estate
Condos
Real Estate Transactions
Sellers
Relocation
Residential Homes
Investors
Kirk Bramble
Financial Consultant / Investment Advisor
Greater New York City Area
Financial Consultant / Investment Advisor
Client Relationship Manger
Financial Consultant - Retirement & Insurance Planning
Licensed Personal Financial Representative - Business Banking & Lending Specialist
Employee Training Program Coordinator | Moving Services Manager
Binghamton University
Investment Securities & Inusrance Licensure
Recommendations: 2
Jojon Tamir
Business Development Manager
Greater New York City Area
Business Development Manager
VP, Marketing & Investor Relations
Investor Relations
Managing Director, Head of Investor Relations & Business Development
Head of North American Hedge Fund Sales
Co-Founder - Managing Partner - Head of Business Development
First Vice President, Quantum Portfolio Manager
Vice President, Investment Advisor
Vice President, Fixed Income
Wayne State University
Recommendations: 2
Alternative Investments
Hedge Funds
Asset Management
Investor Relations
Business Development
Fund Of Funds
Marketing
Institutional Investments
Chris Kane, CBPA
Certified Business Performance Advisor
Greater New York City Area
Certified Business Performance Advisor
board member
Investment Advisor
Senior Account Exec
University of Houston, C.T. Bauer College of Business
State University of New York College at Cortland
Baldwin High
Recommendations: 2
Human Resources
Performance Management
Payroll
Strategic Planning
PEO
Recruiting
Insurance
Strategy
Daniel Turbin
Investment Advisor & Consultant
Greater New York City Area
Investment Advisor & Consultant
Vice President, Fixed Income
Director, Fixed Income Sales
Fixed Income
Chief Dealer
Vice President, Capital Markets
Vice President, Global Trading Unit
Manager
Options Dealer
Northwestern University
Boston University
Recommendations: 2
Fixed Income
Derivatives
Capital Markets
Equities
Equity Derivatives
Trading
Hedging
Valuation
Sam Attias
OS33
Greater New York City Area
OS33
Senior Investment Advisor
Fixed Income Credit
High Yield Credit & Mtg. Backed Securities
New York University, Stern School of Business
Recommendations: 1
Managed Services
Cloud Computing
Investment Banking
Equities
Mergers
Entrepreneurship
Strategy
Investments
Xiaolin (Shirley) Shen
2015 Fall Internship Program-Equity Research
Greater New York City Area
2015 Fall Internship Program-Equity Research
Intern
Hedge Fund and FX Investment Assistant
Asset Management Department Junior Analyst
Customer Service Manager
Investment Advisor
Rutgers, The State University of New Jersey - Rutgers Business School
Xi'an Jiaotong- Liverpool University
Recommendations: 1
Matlab
Stata
Microsoft Excel
R
PowerPoint
Prezi
Financial Analysis
MindManager
Scott Kance
Project Manager
Greater New York City Area
Project Manager
Implementation Management
Business Analyst
Retirement Education Specialist
Investment & Stock Option Associate
Investment Advisor
Project Management/Deliverables - Intern
East Stroudsburg University of Pennsylvania
West Windsor Plainsboro
West Windsor Plainsboro
Recommendations: 1
User Acceptance Testing
Corporate Liaison
System Training
Training Manuals
Business Requirements
Test Scripts
System Testing
Interpersonal Communication Abilities
Luciana CAMS
Vice President
Greater New York City Area
Vice President
Vice President Asset Management
Global Anti Money-Laundering and Compliance Director - CAMS Certificate
Client Advisor
Investment Advisor
Financial Advisor
Fashion Institute of Technology
UNIP
Associacao Alumni
Recommendations: 1
Portfolio Management
Wealth Management
Banking
Finance
Trading
Financial Advisory
Series 7
Private Banking
Craig Maltese
Investment Advisor Representative
Greater New York City Area
Investment Advisor Representative
Assistant Manager
Key Holder
College for Financial Planning
Rutgers University-New Brunswick
Recommendations: 0
Retail
Merchandising
Store Management
Visual Merchandising
Loss Prevention
Sales
Inventory Management
Retail Sales
Sherry Cesare
Investment Advisor Representative
Greater New York City Area
Investment Advisor Representative
Investment Adviser Representative
Recommendations: 0
Christopher J. Tuttle, CFP®, EA, AEP, CLU, ChFC
Enrolled Agent with the IRS
Greater New York City Area
Enrolled Agent with the IRS
CFP® Instructor - Tax, Insurance, Retirement Planning Courses
Registered Investment Advisor
Certified Financial Planner™
Member - History Committee and Military Affairs Committee
Registered Investment Advisor
Registered Securities Principal
Co-Department Head - Securities
Senior Vice President - Securities
Managing Director - Securities
Managing Director
Managing Director - Private Placements
Vice President
New York University - Leonard N. Stern School of Business
Colgate University
Recommendations: 0
Retirement Planning
Asset Managment
Investments
Securities
Corporate Finance
Strategic Financial Planning
Portfolio Management
Financial Planners
Almog Avisror AACI, P.App.
Head of Commercial Real Estate & Credit Risk
Greater New York City Area
Head of Commercial Real Estate & Credit Risk
Comm. Real Estate Investments Consultant
Debt Asset Analyst
Senior Financial Analyst, Real Estate Finance
Senior Financial Analyst
Investment Advisor
Member
Marketing
The University of British Columbia
Ryerson University
Recommendations: 0
Investments
Valuation
Real Estate
Appraisals
Dispositions
Debt
Financial Analysis
Due Diligence
Athanasios Katsiouris
EMM Desk Front Office Engineer
Greater New York City Area
EMM Desk Front Office Engineer
Machine Learning Engineer - Deep Learning, NLP
Machine Learning Engineer / Developer
Investment Advisor
Pace University
Baruch College
Recommendations: 0
John Gianni, MBA, CTFA
Wealth Advisor, Senior Vice President
Greater New York City Area
Wealth Advisor, Senior Vice President
Wealth and Investment Advisor
Vice President - Senior Trust and Fiduciary Specialist
Vice President - Fiduciary Officer
Assistant Vice President
Sr Custody Officer
Wells Fargo Private Bank
Dowling College
Dowling College
Recommendations: 0
Wealth Management
High Net Worth Individuals
Investment Management
Cross Selling
Trust Services
Estate Planning
Investment Advisory
Investments
John Kancans
Head AML Asset Management
Greater New York City Area
Head AML Asset Management
Global AML Leader
Head of Global AML
Vice-President, Head of Global AML
Chief Compliance Officer
Registered Investment Advisor
Senior Associate Attorney
Attorney
Criminal Prosecutor
Hamline University School of Law
Recommendations: 0
Fluent English & Latvian
Jean CFA
AVP - Americas Head of Sales - Artificial Intelligence, Machine Learning, Automation
Greater New York City Area
AVP - Americas Head of Sales - Artificial Intelligence, Machine Learning, Automation
North America Head of Sales, IBM Risk Analytics
Executive Director - Analytics Sales: Banks, Broker/dealers, Insurance, Hedge Funds
Sales Executive
Investment Advisor
HEC Montréal
Académie Libanaise des Beaux-Arts
Recommendations: 0
Fixed Income
Hedge Funds
Equities
Derivatives
Capital Markets
Investments
Risk Management
Portfolio Management
D Shuman
Managing Partner
Greater New York City Area
Managing Partner
Investment Advisor and Trustee
Investment Advisor and Trustee
Chief Investment Officer
Director of Investments
Yale University - Yale School of Management
Bowdoin College
Recommendations: 0
Robert Shatles
President
Greater New York City Area
President
President
Executive Vice President / Partner
Executive Investment Advisor
President / Owner
Broker & Owner
Northeastern University
Recommendations: 0
Series 7, 63, 24
Account Management
Business Strategy
Business Management
Financial Analysis
Financial Planning
Hiring
Negotiation
Jan Carlo Landi
Senior Investment Advisor
Greater New York City Area
Senior Investment Advisor
Chief Investment Advisor
VP Fixed Income Trader
Senior Derivative broker
Assistant Professor
Senior Derivative Broker
Derivative Broker
Portfolio manager
New York Institute of Finance
University of Pennsylvania - The Wharton School
New York Institute of Finance
Fundação Getulio Vargas
BOVESPA FIX
ANDIMA-SP
FGV
ANDIMA-SP
ANDIMA - SP
Pontifícia Universidade Católica de São Paulo (PUC/SP).
PIO XII
Recommendations: 0
Life Insurance
401 k Rollovers
Retirement Planning
Long Term Care Insurance
Fixed Annuities
Life & Health Insurance...
Risk Management
Small Business
Nadja Pinnavaia
Founder & CEO
Greater New York City Area
Founder & CEO
Managing Director
Founder & Managing Partner
Investment Advisor for GBS
Founder and Head of Risk
University of Cambridge
King's College London, U. of London
Recommendations: 0
Investment Banking
Fixed Income
Capital Markets
Investments
Emerging Markets
Equities
Asset Managment
Alternative Investments
Roozbeh Aliabadi
Managing Partner
Greater New York City Area
Managing Partner
Principal Investor
Member of the Advisory Board
Member of the Board of Directors
Senior Advisor to Director of Strategic Initiatives IPIS MFA
Advisor (Strategic Initiatives)
Global Business Strategist
Senior International Advisor
Shareholder & Member of the Board of Directors
International Investment Advisor
International Advisor
Advisor
Advisor
Member of the Board of Directors
Advisor
University of Pittsburgh
University of Pittsburgh
Recommendations: 0
Investment Management
Strategic Financial...
Risk Management
Mergers
Business Valuation
Investments
Financial Analysis
Alternative Investments
Michael Lucas
Investment Advisor
Greater New York City Area
Investment Advisor
Endicott College
Recommendations: 0
Marketing
Claudio De Moraes Selma, CFP®
Executive Director - Local Market Head Brazil
Greater New York City Area
Executive Director - Local Market Head Brazil
Executive Director - Sales Desk Head -Senior Private Banker
Superintendente - Senior Private Banker
Managing Director
Executive Director
Director
Director
Senior Private Banker
Senior Private Banker
Investment Advisor
Consultant
Ibmec
Recommendations: 0
Aby Rosen
Principal
Greater New York City Area
Principal
Investment Advisor
Johann Wolfgang Goethe-Universität Frankfurt am Main
Recommendations: 0
Real Estate
Real Estate Transactions
Real Estate Development
Investment Properties
Leases
Residential Homes
Commercial Real Estate
Property Management
Marc DiGiovanni
Sr. Sales Account Manager- Media & Entertainment
Greater New York City Area
Sr. Sales Account Manager- Media & Entertainment
Sales Executive
Sr Associate
Sr. Sales Associate
Investment Advisor
Equity Broker
Jr Technical Assistant
Eastern Connecticut State University
The Johns Hopkins University
wilton high school
Recommendations: 0
Series 3
Series 7
Series 63
Series 65
Securities
Investments
Brokerage
Equity Trading
Gary Slavin
Investment Advisor Representative, Financial Services Representative
Greater New York City Area
Investment Advisor Representative, Financial Services Representative
Marist College
Recommendations: 0
Life Insurance
Disability Insurance
Health Insurance
Long Term Care Insurance
Financial Advisory
Mutual Funds
IRAs
Estate Planning
Steven Fleischman
Associate Chief, Department of Obstetrics and Gynecology
Greater New York City Area
Associate Chief, Department of Obstetrics and Gynecology
Obstetrician/Gynecologist
Investment Advisor
Medical Director Women's Health
Albany Medical College
Washington University in St. Louis
Recommendations: 0
Jameson Jackson
Full Stack Developer
Greater New York City Area
Full Stack Developer
Food Systems Development Analyst
Economic Development Facilitator
Data Analyst / Registered Investment Advisor
Temp Data Analyst
Rutgers University
Fairleigh Dickinson University
Monmouth University
Recommendations: 0
Michael Bojekian
Sales Executive
Greater New York City Area
Sales Executive
Senior District Manager
Marketing Assistant
Investment Advisor Assistant
Collaboration & Conferencing Analyst
Peer Leader
Drexel University - LeBow College of Business
Recommendations: 0
Leadership
Sales Operations
Direct Marketing
Social Media Marketing
Marketing
Management
Training
CRM
Agnes Terada
Client Specialist - Asset Management
Greater New York City Area
Client Specialist - Asset Management
Client Specialist - Banking & Research
Product Specialist - Asset Management
Product Specialist - Investment Management
Market Data Analyst
Investment Advisor
GARP - Global Association of Risk Professionals
CFA Institute
ILERI & ILECI
University of Paris I: Panthéon-Sorbonne
Recommendations: 0
Financial Markets
Finance
CRM
Cross-functional Team Leadership
Management
Investments
Project Management
Equities
Adeel Chaudhry
Management Consultant
Greater New York City Area
Management Consultant
Associate Investment Advisor
Associate
Financial Analyst
Recovery Solutions
Store Management Intern
Penn State University
Penn State University
Omega Performance
Recommendations: 0
Sridhar Chityala
Investment Advisor
Greater New York City Area
Investment Advisor
Member Advisory Board
Chairman
Member Advisory Board
Member of the Advisory Board
Member of the Executive Committee
Chairman
Chairman and General Partner
Venture Partner
Global Council Member, Carnegie Global Council
Stanford Business School
Australian Graduate School of Management
Indian Institue of Technology, Bombay
Recommendations: 0
Credit Cards
E-commerce
Analytics
Financial Services
Mergers
Product Management
Management Consulting
Leadership
Rikki Tahta
Chief Fun Officer (and Founder)
Greater New York City Area
Chief Fun Officer (and Founder)
Managing Partner
Investment Advisor
Chief Fun Officer
Founder
Columbia Business School
University of Oxford
Recommendations: 0
Glenn CFA
Senior Managing Director / Senior Portfolio Manager
Greater New York City Area
Senior Managing Director / Senior Portfolio Manager
Managing Director / Senior Investment Advisor
Investment Associate
Financial Analyst
University of Delaware
Ramapo High School
Recommendations: 0
Alternative Investments
Equities
Asset Allocation
Wealth Management
Investment Advisory
Portfolio Management
Investments
Asset Management
Frank CFA
Senior Investment Advisor
Greater New York City Area
Senior Investment Advisor
Senior Portfolio Manager
Senior Vice President - Investment Strategist, Portfolio Manager
Assistant Vice President
Portfolio Analyst
Cornell University - Johnson Graduate School of Management
State University of New York College at Brockport
Recommendations: 0
Asset Allocation
Alternative Investments
Wealth Management
Portfolio Management
Investment Strategies
Investment Management
Asset Managment
Hedge Funds
Andrew D. Forbes
Investment Advisor Representative
Greater New York City Area
Investment Advisor Representative
Volunteer
Senior Associate
Leader, Team ProCure | Great Sides Walk
Vice President, Young Professional Leadership Committee (YPLC) New York Chapter
Intern
Business Systems Analyst Intern
State University of New York at Albany
Paul Robeson High School
Recommendations: 0
Joshua Gelber
Financial Advisor
Greater New York City Area
Financial Advisor
Financial Specialist II
Investment Associate
Associate Investment Advisor
Internship
Towson University
Recommendations: 0
Robert W. Haines
Sales Engineer, Information Services
Greater New York City Area
Sales Engineer, Information Services
VP Sales Engineer - Information Services
Director
VP Sales
Buy-Side Trader
Registered Investment Advisor
Colorado State University
University of Cambridge
Recommendations: 0
Account Management
Asset Management
Portfolio Management
Hedge Funds
Trading
Equities
Series 7
Investments
Stephen Cluney
CEO & President
Greater New York City Area
CEO & President
Senior Consultant | Executive Coach
President
President | Executive Coach
President
Investment Advisor / Branch Manager
Sales Representative | Manager
New York University
Recommendations: 0
Personal Development
Executive Coaching
Strategic Planning
Leadership Development
Coaching
Team Building
Entrepreneurship
Inspiration
Gregory CFP®
Financial Planning Associate
Greater New York City Area
Financial Planning Associate
Principal and Wealth Manager
Investment Advisor
Siena College
Bryant University
Recommendations: 0
Brendan McGurk
Investment Advisor
Greater New York City Area
Investment Advisor
History Teacher
Principal - Head of Learning & Development
Vice President - Learning & Development
Client Advisor
Harvard University Graduate School of Education
Trinity College-Hartford
Recommendations: 0
Wealth Management
Asset Allocation
Financial Modeling
Business Development
Investment Management
Learning Theory
Training
April MBA
Senior Associate, Program Finance
Greater New York City Area
Senior Associate, Program Finance
Investment Advisor Assistant
Accounts Receivable/Collections Specialist
Assistant Manager/Key Holder for the Retail Store
WAA/FAA Program Member
Budget Analyst
Monmouth University
Monmouth University
Recommendations: 0
Eric Chen
Data Admin
Greater New York City Area
Data Admin
Market Data Analyst
Pricing Associate
Investment Advisor
Stony Brook University
Bronx High School of Science
Recommendations: 0
Market Data
Fixed Income
Data Analysis
Bloomberg Terminal
Hedge Funds
Fund Administration
Trading
Derivatives
Jim CPA
General Partner
Greater New York City Area
General Partner
Principal - Investment Advisor
Senior Portfolio Manager
Executive Vice President, Board of Director, and Portfolio Manager
Senior Auditor, Security Industry-Audit Division
State University of New York College at Buffalo
Recommendations: 0
Grace Shen
Audit Senior
Greater New York City Area
Audit Senior
Experienced Associate
Associate Analyst
Accountant and Partner
Investment Advisor
Accountant Intern
Mississippi State University
Mississippi State University
Recommendations: 0
C.Bradford Banks
Sr. Account Executive
Greater New York City Area
Sr. Account Executive
Advisory Board Member
Division CFO
Senior Investment Advisor
Beacon High School
Recommendations: 0
New Business Development
Business Strategy
Start-ups
Strategic Planning
Marketing Management
Sales Management
Customer Service
Account Management
Thomas Leder, CFA
Financial Advisor
Greater New York City Area
Financial Advisor
Investment Advisor, Hornor, Townsend & Kent
Assistant Director- U.S. Government Bond Trading
Assistant Trader
Clerk
Columbia University in the City of New York
Chaminade High School
Recommendations: 0
Insurance
Retirement Planning
Financial Services
Estate Planning
Series 7
Equities
Finance
Fixed Income
Brett Sigler
President
Greater New York City Area
President
Vice President
Investment Advisor Representative
Boston University
Scarsdale High School
Recommendations: 0
McEvans Francois
Team Manager - RS&T North America - Global Client Relations
Greater New York City Area
Team Manager - RS&T North America - Global Client Relations
Manager - Research Sales & Trading - Account Management
Senior Account Manager
Treasurer
Financial Advisor, Investment Advisor
Brooklyn College
murry bergtraum highschool
Recommendations: 0
Creole
French
Mentoring
Series 6
Series 63
Whole Life
CRM
Salesforce.com
Robert Mastropaolo
Client Services-Trading and Operations
Greater New York City Area
Client Services-Trading and Operations
Investment Advisor
Equity trader
National Sales Manager
Manager/Trader
Trader/Manager
Saint Joseph's College
Hofstra University
State University of New York at Delhi
Recommendations: 0
Trading
Series 7
Financial Markets
Electronic Trading
Securities
Technical Analysis
Equity Trading
Trading Systems
Eugeny Taubkin
Managing Partner
Greater New York City Area
Managing Partner
Founder & CEO
Angel Investor, Board Member
Founder
Angel Investor, Executive Investment Advisor
Recommendations: 0
Emerging Markets
Investment Banking
Financial Modeling
Corporate Finance
Venture Capital
Capital Markets
Valuation
Investor Relations
Michael Quiroz, CFP®, EA
Investment Advisor
Greater New York City Area
Investment Advisor
Owner
Guidance Counselor
Agency Vice President
RVP
Guidance Counselor
Queens College
Saint John's University
Recommendations: 0
Jeff Borack
Co-founder
Greater New York City Area
Co-founder
Financial Representative Intern
Investment Advisor Representative
Research Analyst Intern
Investment Research Analyst
Summer Undergraduate Laboratory Intern
Binghamton University School of Management
State University of New York at Binghamton
high school
Recommendations: 0
Strategy
Finance
Options
Equities
Mergers & Acquisitions
Analysis
Portfolio Management
Alternative Investments
Philip Pursino
Managing Principal
Greater New York City Area
Managing Principal
Investment Advisor Representative
Private Wealth Advisor
Owner
Owner
New York Institute of Technology-Old Westbury
Holy Cross HS
Recommendations: 0
Retirement Planning
Financial Advisory
Asset Allocation
Estate Planning
Financial Goals
Insurance
Financial Services
Personal Finance
Bill Fauth
Investment Advisor Representative, Branch Office Manager
Greater New York City Area
Investment Advisor Representative, Branch Office Manager
Business Advisor, Accountant, Financial Coach
Adjunct Professor of Finance and Accounting
Adjunct Faculty
Co-Chair Membership Committee
Recommendations: 0
Public Speaking
Teaching
Higher Education
Entrepreneurship
Leadership Development
Financial Coach
Accountant
Training
Todd Burnaford
Internal Wholesaler
Greater New York City Area
Internal Wholesaler
Loan Sale Advisor-Associate
Investment Advisor
Paraplanner and Client Relationship
Inbound Sales/Advisor
College of Charleston
CBA
Recommendations: 0
Investments
Portfolio Management
Asset Management
Retirement Planning
Wealth Management
Mutual Funds
Investment Advisory
Strategic Financial Planning
Andrew Nickoletos
Investment Advisor
Greater New York City Area
Investment Advisor
Commercial Business Analyst
IDC E-Commerce Administrative Intern
Co-Founder & Marketing Director
Creative Licensing/Publishing/Marketing Intern
Marketing Assistant
Intern
City University of New York-Baruch College
Recommendations: 0
Marketing
Microsoft Office
Marketing Strategy
PowerPoint
Sales
Social Media Marketing
Advertising
Microsoft Excel
Anthony CFP®
Financial Advisor
Greater New York City Area
Financial Advisor
Investment Advisor
Union College
Recommendations: 0
Richard Ampadu
Financial Professional / Investment Advisor
Greater New York City Area
Financial Professional / Investment Advisor
Co-Founder
State University of New York at Buffalo - School of Management
Recommendations: 0
Access
Financial Modeling
PowerPoint
Financial Analysis
Data Analysis
Corporate Finance
Economics
Research
Cengiz Ozdemir
Investment Advisor
Greater New York City Area
Investment Advisor
University of Pennsylvania - The Wharton School
Orta Doğu Teknik Üniversitesi / Middle East Technical University
Ted ankara Koleji
Recommendations: 0
Valuation
Financial Reporting
Derivatives
Business Process Improvement
Hedging
Financial Modeling
Financial Analysis
Corporate Finance
Olga Rostov
Investment Advisor
Greater New York City Area
Investment Advisor
Assistant to SVP - Finance
Fordham University
Université Paris Sorbonne (Paris IV)
Laval University
Recommendations: 0
Stratégie commerciale
Philip Lee
Senior Investment Strategist
Greater New York City Area
Senior Investment Strategist
Investment Manager, DB Strategy and Asset Liability Risk
Senior Investment Manager Fixed Income & Liability Management
Investment Advisor
Vice President - Global Fixed Income Strategist
Financial Risk Management Consultant
The University of Chicago - Booth School of Business
Columbia University in the City of New York
Recommendations: 0
Fixed Income
Portfolio Management
Financial Modeling
Capital Markets
Derivatives
Valuation
Equities
Asset Managment
Ilnort Saldivar
President
Greater New York City Area
President
Chief Services Officer
Partner, Financial Services
Partner, Financial Services
Investment Advisor (JKP)
Consultant, Financial Services
CEO
University of St.Gallen
Technische Universität Darmstadt
Colegio Alemán Alexander von Humboldt - Mexico City
Recommendations: 0
Jason A Kim
Strategy Consultant, IT Strategy (ITS)
Greater New York City Area
Strategy Consultant, IT Strategy (ITS)
Consultant (Contractor), Dept of Environmental Protection
Consultant (Contractor)
Investment Advisor
Assistant IT/MIS Director
New York University - Leonard N. Stern School of Business
Bates College
Recommendations: 0
Business Analysis
IT Strategy
Business Process Improvement
Program Management
Financial Modeling
Analysis
Business Strategy
Data Analysis
Nat CAP®
Financial Advisor
Greater New York City Area
Financial Advisor
Investment Advisor
Senior Portfolio Manager
Principal
Principal
Trinity College-Hartford
St. Paul's School
Recommendations: 0
Michael CFA
Director of Research
Greater New York City Area
Director of Research
Investment Advisor
Director of Research
Queens College
Recommendations: 0
Jean Creidi, CFA
Executive Director - Analytics Sales: Banks, Broker/dealers, Insurance, Hedge Funds
Greater New York City Area
Executive Director - Analytics Sales: Banks, Broker/dealers, Insurance, Hedge Funds
Sales Executive
Investment Advisor
Pro-active sales agent
Insitutional Sales
HEC Montréal
Recommendations: 0
Jürgen Nott
Co-Founder & CEO
Greater New York City Area
Co-Founder & CEO
Managing Director
Director
Vice President
Investment Advisor
Trader
University of Ulm
Bank Academy Frankfurt
Recommendations: 0
Frenchie Benjamin
Investment Advisor | Private Banking
Greater New York City Area
Investment Advisor | Private Banking
Project Management Consultant
Project Management Consultant
Pinnacle Investments, Private Mentorship
First Cornerstone Group, LLC, Private Mentorship
First Cornerstone Group, LLC, Private Mentorship
Chubb Institute, North Brunswick, NJ
Devry University, North Brunswick, NJ
Devry University, North Brunswick, NJ
Pratt Institute
Kean University
Vailsburg High, Newark, NJ
Recommendations: 0
Commercial Real Estate
Investors
Real Estate Development
Real Estate Economics
Real Estate Transactions
Rentals
Property Management
Investment Properties
Raymond Richardson, MBA
Business Relations Manager
Greater New York City Area
Business Relations Manager
Innvestor Relations Professional
Investment Banking Generalist
Investment Bakning / Investment Adviser
Independent Consultant
General Manager and Franchise Owner
Senior Banking / Investment Sales Professional
Senior Investment Consultant
Senior Investment Consultant
Investment Consultant
Investment Advisor
Kaplan Graduate School of Business and Management
Investment Banking Institute, New York, NY
Bernard M. Baruch College (CUNY)
Investment Banking Institute
Recommendations: 0
Business Planning
Business Management
Business Analysis
Business Process
Business Writing
Blogging
New Business Development
Asset Managment
Christopher T. Perlin
Service Manager
Greater New York City Area
Service Manager
Senior Operations Project Manager
Multi Functional Logistics Manager
Maintenance Operations Manager
Licensed Investment Advisor
Licensed Teacher
Montclair State University
Fairleigh Dickinson University-Florham Campus
Fairleigh Dickinson University-Florham Campus
Recommendations: 0
Managing Multiple...
Team Building
Operational Planning
Analysis
Managing Personnel
Process Improvement
Leadership
Relationship Building...
Franck Neron-Bancel
Managing Partner
Greater New York City Area
Managing Partner
Division Vice President Global Relationship Management
Managing Director
General Manager
Vice President International Business Development
Chief Strategy & Alliances Officer
Senior Vice President Strategic Client Partnerships (Strategic Account Management / SAM)
Investment Advisor
Executive Board Member
Division Vice President Global Sales & Marketing
KEDGE Business School
Lycée du Parc
Recommendations: 0
Fatou Camara
Investment Advisor Representative with Primerica Advisors.
Greater New York City Area
Investment Advisor Representative with Primerica Advisors.
ZICKLIN SCHOOL OF BUSINESS BARUCH COLLEGE
Recommendations: 0
Microsoft Excel
Microsoft Office
PowerPoint
Accounting
Microsoft Word
Research
Outlook
Strategic Planning
Daniel D Marques
Account Executive, Institutional Asset Management
Greater New York City Area
Account Executive, Institutional Asset Management
Investment Management Consultant
Investment Advisor Representative
University of North Carolina at Wilmington
Recommendations: 0
Investments
Sales
Financial Markets
Series 7
Customer Service
Financial Analysis
Finance
Retirement Planning
Seth Arndt
Financial Representative, Associate
Greater New York City Area
Financial Representative, Associate
Financial Professional
Director of Financial Analytics
Business Analyst - Investment Banking Division
Financial Analyst
Investment Advisor, Junior
University of Miami
Northeastern University
Recommendations: 0
Life Insurance
Disability Insurance
Investments
Retirement Planning
Estate Planning
Cash Flow Maximization
Tax Strategies
Debt Management
Gino CFA
Director, Risk & Regulatory Advisory
Greater New York City Area
Director, Risk & Regulatory Advisory
Director, Consulting and Deals
Consultant and Strategic Advisor
Senior Manager, Financial Services Risk Management
Practice Leader, AML, PM Compliance
Engagement Manager, National Regulatory Compliance Practice
Professor, Centre for Financial Services Education
Investment Advisor
University of Toronto - University of St. Michael's College
St Michaels Choir School
Recommendations: 0
Analytical Abilities
Critical Thinking
Client Engagement
Compliance
Governance
Securities
Private Equity
Private Equity Firms
Judy Isaacson Schaffer
Regional Manager/Northeast
Greater New York City Area
Regional Manager/Northeast
Founder/President
Internet Marketing Consultant
Investment Advisor Representative
Rainmaker
Senior Account Manager
Senior Account Manager
Local Sales Manager
Account Executive
Account Executive
Account Executive
Media Director
Media Assistant/Media Buyer
Kent State University
The Hebrew University
East Brunswick High School
Recommendations: 0
Advertising
Fundraising
Sales
New Business Development
Radio
Social Media
Sponsorship
Selling
Lawrence Moskowitz
Investment Advisor, Park Ave Securities
Greater New York City Area
Investment Advisor, Park Ave Securities
Account Executive
Director of Sales
University of Maryland College Park
Recommendations: 0
Sam Soubra
Accounts Receivable Manager
Greater New York City Area
Accounts Receivable Manager
Private Banker – High-Net-Worth
Financial Planner/ IAR (Investment Advisor Representative)
Investment Advisor
Investment Advisor
Customer Service Representative / Certified Consumer Lender / Marketing Coordinator
Internal Auditor / Deputy Head of Service
INTERNATIONAL FINANCE INSTITUTE New York, NY
University of Houston
American University of Beirut
Recommendations: 0
Financial Reporting
Financial Analysis
Strategic Financial Planning
Corporate Finance
Internal Controls
IFRS
Financial Audits
Financial Modeling
Stephen Poling
Investment Consultant
Greater New York City Area
Investment Consultant
Regional Relationship Manager
Financial Advisor
Fixed Income Specialist / Investment Advisor
Field Marketer / Sales Representative
Monmouth University
Recommendations: 0
Howard Genden BCE, CES, CSA, CFS, BCM, BCAA, MSFS
Owner
Greater New York City Area
Owner
Registered Representative
Investment Advisor Representative
Principal/ Owner
Recommendations: 0
Hang Zhu
Quantitative Financial Analyst Intern
Greater New York City Area
Quantitative Financial Analyst Intern
Credit Risk Intern
Investment Advisor (Internship)
Assistant Customer Manager (Internship)
Financial Assistant (Internship)
RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY - Rutgers Business School
ZHEJIANG GONGSHANG UNIVERSITY
Recommendations: 0
Financial Modeling
Quantitative Analysis
MS Office Suit
Microsoft Excel
Matlab
Visual C++
R
Eviews
Renée Petrofes
Actor, NYC
Greater New York City Area
Actor, NYC
Actor
Actor
Actor
Actor
Member
Actor
RICHARD II and RICHARD III Presented in Rotating Repertory
Actor
Registered Investment Advisor
The Studio New York, Jayd McCarty
LAByrinth Theatre Company
HB Studio and T.Schreiber Studio
Stanford University Graduate School of Business
Cornell University
Recommendations: 0
David Choit, LUTCF
Managing Partner
Greater New York City Area
Managing Partner
Financial Advisor & Registered Representative
Investment Advisor Representative and Financial Services Representative
Director, Global Sales & Strategic Sourcing
Director of Business Development, Europe
Northeast Regional General Manager
Northeast Inside and Outside Sales Represntative
Baruch College, City University of New York (CUNY)
Recommendations: 0