Kpg Capital Partners
Director
Itb Capital Sep 2011 - Jan 2016
Managing Director
The Free Enterprise Nation Apr 2009 - Mar 2010
President
Fulcrum Global Partners Jan 2001 - Sep 2003
Managing Director
Raymond James Jan 1991 - Nov 1999
Senior Vice President - Equity Research Sales
Education:
Fairleigh Dickinson University
Master of Business Administration, Masters
University of Miami
Bachelors, Bachelor of Business Administration, Management
Skills:
Hedge Funds Alternative Investments Investments Equities Asset Managment Series 7 Securities Equity Research Asset Allocation Trading Portfolio Management Capital Markets Venture Capital Asset Management Investment Strategies Start Up Organizations Managed Futures Private Equity Options Series 63 Investment Management Bloomberg Equity Trading Financial Advisory Financial Services Mutual Funds Investment Banking
Polen Capital Management Boca Raton, FL Dec 2006 to Jan 2011 Trading/Operations/IT AdminCapital Advance Partners Tampa, FL Dec 2003 to Nov 2006 Trader/Hedge Fund OperationsFulcrum Global Partners Tampa, FL Jan 2002 to Dec 2003 Sales/Trading Assistant
Education:
University of South Florida School of Business Tampa, FL Jan 1998 to Jan 2001 Finance