Michael Cozzi
• United States: Greater New York City Area
• financial services
Current: Stockbroker, Gilbert, Doniger & Co.
Past:
Investment Assistant, Clarfeld and Company
Operations Assistant, Prudential Securities
Michael Cozzi
Address: Greater New York City Area
Current:
- Stockbroker at Gilbert, Doniger & Co.
Past:
- Investment Assistant at Clarfeld and Company
- Operations Assistant at Prudential Securities
Education:
- City University of New York-Baruch College - Zicklin School of Business
- Montclair State Uni
People Network: 46
Industry: Financial Services
Michael Cozzi’s Summary
I am a financial services professional with over 10 years of experience in the industry.
I hold the series 7, 63, 55, 24, 4, and 53 securities licenses as well as an M.B.A. from Baruch College, City University of New York.
Stockbroker
Gilbert, Doniger & Co.
(Privately Held; 1-10 employees; Financial Services industry)
March 1999 — Present (9 years 2 months)
* Execute client equity and option orders, of all sizes and levels of liquidity, through computer order entry systems and over the phone via market makers and floor traders.
* Utilize Nasdaq Level 2 and Time and Sales in order to gain the best possible execution for clients.
* Locate and buy suitable municipal, government, and corporate bonds for clients.
* Address all margin, reorganization, purchase and sales, new accounts and cashiering issues.
* Assist clients in the interpretation of statements.
* Assist in training of new employees in brokerage operations procedures and systems.
* Assisted in the process of changing clearing firms, which resulted in lowered firm operating costs.
Eductional Details:
City University of New York-Baruch College - Zicklin School of Business
M.B.A., 1999 — 2003
Michael Cozzi’s Contact Settings
Interested In:
- consulting offers
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
Additional Information
Michael Cozzi’s Groups:
- Tau Kappa Epsilon member
- Link to Wall Street member
- Hedge Fund Group (HFG) member
- Hedge Fund Network member