First Boston Corporation
Industry: Investment company
DescriptionFirst Boston Corporation was a New York-based bulge bracket investment bank, founded in 1932 and acquired by Credit Suisse in 1990. Together with its sister investment banks, it was referred to as CS First Boston after 1993 and part of Credit Suisse First Boston after 1996. Headquarters: New York City, NY Founded: 1932 Ceased operations: 2006 Type of business: Corporation
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First Boston Corporation Employees
Plastipal International LTD January 2014 - Present
Absolute Pallet and Supplies LLC 2012 - 2014
FXC, Foreign Xchange Consultant 2009 - 2013
Shearson Lehman Brothers 2000 - 2008
Thompson Mckinnon 1992 - 2000
First Boston Corporation 1986 - 1992
Skills
Sales Management, Sales, Key Account Management, New Business Development, Account Management, Management, Business Development, Finance, Export, Import, Business Strategy, Manufacturing, Negotiation, Forecasting, Supply Chain Management, Operations Management, Logistics, Supply Chain, Logistics Management, Transportation
Education
Montclair State University 1980 — 1984
Bachelor of Science (BS), Finance and Financial Management Services
Glen Ridge HS 1976 — 1980
College Prep
International Society of Pharmaceutical Engineers August 2005 - Present
Villanova University July 2003 - August 2005
GE Capital January 2000 - June 2003
Tower/Comed 1990 - 1997
First Boston Corporation 1985 - 1990
Northern Trust 1981 - 1986
Skills
Petland Store..., Pharmaceutical Industry, Training, Quality Control, Coaching, Customer Service, Process Improvement, Continuous Improvement, Leadership, Cross-functional Team..., Six Sigma, Team Leadership, Project Management, Management, Microsoft Office
Education
St. Francis Hospital 1989 — 1990
Emergency Medical Services, EMT-P, Field Trainer
New York University 1975 — 1976
Certificate, IBM 370 Console Operations
Valparaiso University 1972 — 1975
Liberal Arts and Sciences/Liberal Studies
AXA Advisors February 2015 - Present
Conventus Capital, LLC May 2013 - January 2015
First New York Securities May 2000 - April 2013
BNP Paribas January 2000 - May 2000
PARIBAS July 1996 - December 1999
PARIBAS October 1993 - July 1996
First Boston Corporation 1989 - 1993
Skills
Asset Management, Investment Management, Retirement Planning, Estate Planning, Business Succession..., Life Insurance..., College Education..., Pension Maximization, Health Plan Design, Financial Needs Analysis
Education
Rider University 2015 — 2017
EMBA, Executive Masters of Business Administration Program
State University of New York College at Oswego 1985 — 1989
Bachelor of Arts (BA), Art History, Criticism and Conservation
Ramapo Motorcycle Club January 2011 - Present
NYC Department of Education April 1990 - August 2011
First Boston Corporation July 1971 - February 1988
Skills
Event Planning, Public Speaking, Community Outreach, Editing, Higher Education, Teaching, Public Relations, Program Development, Fundraising, Nonprofits, Strategic Planning, Management
Education
New York University - Leonard N. Stern School of Business 1979 — 1984
Ph.M., Business Economics/International Business
State University of New York at Albany 1966 — 1971
Master of Arts (M.A.), Economics
Binghamton University 1963 — 1966
Bachelor of Arts (B.A.), Biology, General
Westport Public Schools 2002 - Present
Schooledbook.org 2005 - Present
Credit Suisse First Boston 1994 - 1999
Bristol-Myers Squibb 1992 - 1994
HJ Heinz 1990 - 1992
First Boston Corporation July 1985 - July 1990
Skills
Teaching, Non-fiction, Writing, Marketing Strategy, Strategy, Newsletters, Tutoring, Marketing, Curriculum Development, Proposal Writing, Social Networking, Storytelling, Fundraising, Social Media, Public Speaking, Blogging, Management, Research, Editing
Education
Boston College 1999 — 2001
MA, Teaching of English-Secondary
Brown University 1981 — 1984
Bachelor of Arts (B.A.), Political Science
Vanderbilt University 1980 — 1981
Greenwich High School 1977 — 1980
Robert W. Baird & Co. 2005 - Present
Lehman Brothers 2001 - 2005
J.P. Morgan 1992 - 2000
First Boston Corporation 1967 - 1992
Education
University of Virginia Darden School of Business 1965 — 1967
Master of Business Administration (M.B.A.)
Princeton University 1961 — 1965
Bachelor's Degree
Investor/ Consultant June 2013 - Present
Barclays June 2008 - June 2013
Bear Stearns and Company Inc April 1989 - May 2008
First Boston Corporation September 1987 - March 1989
Skills
Real Estate, Negotiation, Relationship Management, Investment Strategies, Financial Services, Strategic Financial..., Business Strategy, Business Development, MBS, Government Agencies, Derivatives, ABS, CMBS, US Treasuries, CMOS, CDO, Investment Banking, Funding, Fixed Income, Basketball Coaching, Securities, Capital Markets, Portfolio Management, Structured Finance, Management, Financial Planning, Bloomberg, Valuation
Education
Wharton Business School 1985 — 1987
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 1979 — 1982
Bachelor of Science (BS), Marketing
Prospect Capital LLC January 1990 - Present
Merrill Lynch & Co. September 1987 - January 1990
First Boston Corporation September 1985 - August 1987
Sonnenblick-Goldman Corp. May 1982 - August 1985
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
University of Pennsylvania 1971 — 1975
BA, Psychology
Morgan Stanley January 2007 - Present
Morgan Stanley 2005 - 2006
Morgan Stanley 2002 - 2005
Morgan Stanley 2001 - 2002
Morgan Stanley 2000 - 2001
Morgan Stanley 1997 - 2000
Morgan Stanley 1993 - 1997
First Boston Corporation 1987 - 1993
The Boston Consulting Group June 1986 - September 1986
First Boston Corporation 1983 - 1985
Skills
Private Equity, Investment Banking, Nonprofits, Leveraged Finance, Capital Markets, Corporate Finance, Strategy, Finance, Mergers & Acquisitions, Venture Capital, Corporate Development, IPO, Capital, Financial Markets, Economics, Leadership, Due Diligence, Management, Business Strategy, Investments, Valuation, Asset Management, Alternative Investments, Portfolio Management, Equities, Fixed Income, Financial Risk, Strategic Planning
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Harvard University 1979 — 1983
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Center for Talent Innovation; Hewlett Consulting Partners April 2013 - Present
Imaginal Labs January 2013 - Present
Heathcare Businesswomen's Association May 2012 - 2013
Ernst & Young December 1991 - December 2012
Ernst & Young August 1991 - December 2012
Campeau Corporation 1989 - 1990
First Boston Corporation 1987 - 1988
Citibank, NA 1977 - 1987
Trade and Economic Council 1976 - 1976
United States Information Agency 1974 - 1975
Skills
Strategic Leadership, Organizational..., Visionary Thinking, Thought Leadership, Executive Visibility, Women Leaders, Acquisition Integration, Mergers, Corporate Finance, Innovation Management, Innovation Consulting, Strategic Partnerships, Competitive Analysis, Mergers & Acquisitions, Change Management, Entrepreneurship, Leadership, Management Consulting, Start-ups, Venture Capital, Strategy, Business Planning, Strategic Planning, Business Strategy, Strategic Thinking, Strategic Consulting, Finance, Cross-functional Team..., Business Development, Pharmaceutical Industry, Management, Due Diligence, Corporate Development, Business Transformation, Business Process..., Analytics, Executive Management, Consulting, Restructuring, Executive Coaching, Performance Improvement, Organizational Design, Program Management
Education
Columbia University - Columbia Business School 1976 — 1977
MBA, International Finance
Georgetown University 1970 — 1974
BS, Russian, Business, Phi Beta Kappa; Magna Cum Laude
Square Mile Capital Management January 2006 - Present
Blackacre Capital Management LLC July 1994 - September 2005
Oppenheimer & Co. July 1993 - June 1994
First Boston Corporation July 1991 - June 1993
Chemical Bank March 1986 - June 1991
Proskauer Rose LLP October 1984 - March 1986
Kelley Drye & Warren LLP September 1983 - October 1984
Education
Columbia University 1980 — 1983
Doctor of Law (JD), Law
Dartmouth College 1976 — 1980
A.B., Government
Credit Suisse 2007 - Present
US Trust Company 2004 - 2007
Dearborn Partners 1998 - 2004
First Boston Corporation 1992 - 1998
Salomon Brothers 1987 - 1992
Salomon Brothers 1978 - 1987
Gardner Denver Company 1975 - 1978
Skills
Wealth Management, Management, Private Banking, Investments, Investment Management, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Mergers & Acquisitions, Wealth Management..., Strategic Planning
Education
Texas Tech University
Bachelor’s Degree, Finance and Economics
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
Primerica FInancial Services- CT August 2015 - Present
Target, Inc. November 2013 - Present
Bank of New York April 2014 - June 2014
Newman Resource Group 2012 - 2012
ALLIANZ OF AMERICA, INC June 2008 - April 2011
ALLIANZ OF AMERICA, INC September 1994 - July 2008
THE FIRST BOSTON CORPORATION January 1988 - January 1994
First Boston Corporation January 1985 - January 1987
Skills
Management, Operations Management, Leadership, Securities, Process Improvement, Fixed Income, Business Analysis, Mortgage Backed..., Middle Office, Settlement, Treasury Services, Asset Managment, Bonds, Equities, Finance, Disiaster Recovery..., Portfolio Management, Financial Services, Investments, Trading, Alternative Investments, Mutual Funds, Asset Allocation, Bloomberg, Banking, Financial Risk, Financial Analysis, Corporate Finance, Valuation, Team Leadership, Asset Management
Education
City University of New York-Herbert H. Lehman College 1974 — 1977
Bachelor of Arts (B.A.), History
Strategas Capital Partners, LLC / CK Advisors, LLC / EastWest Partners, LLC January 2009 - Present
K Squared Capital Advisors January 2005 - January 2009
Exis Capital Management 2003 - 2005
Tudor Investment Corporation January 2000 - January 2003
Moore Capital Management July 1998 - January 2000
Salomon Brothers 1991 - 1998
First Boston Corporation June 1987 - December 1990
Skills
Hedge Funds, Event Driven, High Yield, Arbitrage, Credit, Equities, Mutual Funds, Trading, Fixed Income, Loans, Alternative Investments, Bloomberg, Securities, Bonds, Investments, Asset Management, Portfolio Management, Investment Banking, Private Equity, Capital Markets, Equity Derivatives, Electronic Trading, Emerging Markets, Derivatives, Equity Trading, Trading Systems, Structured Products, Credit Derivatives, FX Options, Equity Research, Options, Investment Management, Investment Strategies, Valuation, Series 7, Financial Markets
Education
Columbia University in the City of New York 1983 — 1987
Bachelor of Arts (B.A.), Economics
Blair Academy, Blairstown New Jersey
High School
Beanstalk Foundation February 2008 - Present
Stolberg Equity Partners LLC 1994 - Present
Children's Seedling Fund 1997 - 2007
Weiss, Peck & Greer 1981 - 1993
First Boston Corporation 1972 - 1980
Education
Indiana University Graduate School of Business 1971 — 1973
Master of Business Administration (MBA), Finance
Baldwin-Wallace College 1967 — 1971
Bachelor's degree, Business Management
Freelance September 2000 - Present
A.T. Kearney November 1997 - June 2000
isee systems May 1996 - September 1997
Summit Health August 1990 - April 1996
First Boston Corporation June 1987 - June 1990
Skills
Business Strategy, Management Consulting
Education
Dartmouth College 1983 — 1987
Bachelor's degree, English
Governor's Institute on Substance Abuse June 2015 - Present
PriceWaterhouseCoopers June 2009 - Present
BearingPoint February 2001 - June 2009
KPMG 1999 - 2001
Seer Technologies 1990 - 1998
First Boston Corporation 1986 - 1990
First Boston Asia Limited 1986 - 1988
Skills
IT Strategy, Business Process..., Integrated Systems, Program Management, Software Project..., Data Management, Information Architecture, ERP, Software Development, Enterprise Architecture, Risk Management, Issues Management, Training & Development, Coaching, Change Management, Organizational Change, Data Conversion, International Business, Software Engineering, Software Quality..., Soft Skills, Training Delivery, Supply Chain Management, Financial Management, Manufacturing Management, Energy Management, CRM, Integration, Business Intelligence, Strategy, Outsourcing, Management, Professional Services, Business Transformation, Oracle E-Business Suite, Project Planning, Project Management, Managerial Finance, Management Consulting, Business Process, Leadership, PMO, Strategic Planning, Business Analysis, Consulting, Process Improvement, SDLC, Project Portfolio...
Education
Fairleigh Dickinson University 1983 — 1986
MBA
Montclair State University 1976 — 1980
BS
Select Energy Services 2008 - Present
Cimmaron Gathering LP September 2005 - April 2007
Merrill Lynch & Co. 1993 - 2005
First Boston Corporation 1983 - 1993
Skills
Corporate Development, Business Acquisition, Natural Gas, Oil&Gas, Energy, Investment Banking, Due Diligence, Oil/Gas, Energy Industry, Acquisitions, Petroleum, Oil & Gas Industry, Oilfield, Gas, Upstream, Drilling, Mergers & Acquisitions, Oil & Gas
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
Master's degree, Business Administration
University of Virginia, McIntire School of Commerce 1974 — 1978
Bachelor of Science, Commerce
Thomson Reuters February 2012 - Present
Bloomberg LP June 2010 - December 2011
Interactive Data March 2003 - June 2010
Morgan Stanley 1998 - 2002
Dean Witter 1989 - 1998
First Boston Corporation 1985 - 1989
Price Waterhouse 1983 - 1985
Education
NYU Stern School of Business 1985 — 1987
Pace University - Lubin School of Business 1976 — 1981
BBA, Accounting
U.S. Securities and Exchange Commission July 2010 - Present
Princeton, NJ 2009 - July 2010
Tradeweb Markets LLC 1997 - 2008
Risk Monitors Inc. 1995 - 1997
J.P. Morgan Securities Inc. 1991 - 1995
First Boston Corporation 1984 - 1990
Skills
Asset Management, Market Data, Fixed Income, Securities Regulation, Electronic Trading, Trading, Derivatives, Portfolio Management, Securities, Rates, Capital Markets, Financial Markets, Banking, Leadership, Management, Valuation, Hedge Funds, MBS, Equities, Start-ups, Dodd-Frank, Hedging
Education
University of Michigan
BA, Economics
Thunderbird School of Global Management
MA, International Management
PricewaterhouseCoopers LLP September 2010 - Present
Links Mortgage LLC August 2005 - September 2010
Citi 1999 - 2006
The Ryland Group 1989 - 1999
First Boston Corporation 1985 - 1988
Skills
Mortgage Banking, FHA, Underwriting, Risk Management, Loans, Loan Origination, Mortgage Lending, Appraisals, Management, Process Improvement, Negotiation, Finance, Due Diligence, Loan Servicing, Training, CRM, Portfolio Management, Financial Services, Vendor Management, Banking, Program Management, Business Strategy, Executive Management, Financial Analysis, Investments, Mergers & Acquisitions, Valuation
Education
Notre Dame of Maryland University 1979 — 1983
Bachelor of Arts,, Business
Goldman Sachs February 1991 - Present
First Boston Corporation 1990 - 1991
MARC Analysis Research Corporation 1982 - 1987
Skills
Trading Systems, Fixed Income, Derivatives, Equities, Investment Banking, Risk Management, SDLC, Sybase, IT Strategy, Enterprise Architecture, Capital Markets
Education
New York University 1977 — 1982
MS (1979); Doctor of Philosophy (PhD) (1982), Mathematics
Hamilton College 1973 — 1977
AB, Mathematics
Fieldpoint Private 2014 - Present
LLBH Private Wealth Management LLC November 2012 - November 2014
Chronogram Corporation March 2006 - November 2012
PepsiCo August 2000 - February 2006
PepsiCo February 1998 - July 2000
PepsiCo July 1997 - February 1998
Bain & Company September 1992 - July 1997
First Boston Corporation July 1985 - June 1988
Skills
Wealth Management..., Estate Planning, Retirement Planning, Certified Financial..., Certified Divorce...
Education
Harvard Business School 1989 — 1992
Master of Business Administration (MBA)
Harvard Law School 1988 — 1992
Doctor of Law (JD)
Princeton University 1981 — 1985
Bachelor of Arts (BA), Woodrow Wilson School of International and Public Affairs
EmployVision, Inc. October 2013 - Present
Systems Methodologies, Inc. March 1983 - June 2008
First Boston Corporation March 1979 - March 1983
Automated Concepts Inc. (ACI) September 1977 - March 1979
Salomon Brothers May 1975 - September 1977
IBM March 1967 - May 1971
Skills
Entrepreneurship, Account Management, Consulting, Business Strategy, Sales Management, IT Recruitment, Sales, Small Business, Customer Service, Business Planning, IT Management, Full SDLC, IT Consulting, IT Project Lifecycle, Database Design, Recruiting, SDLC
Education
Union College 1968 — 1969
Operations Research
University of Bridgeport 1962 — 1966
Bachelor of Arts (B.A.), Mathematics
BlackRock Chairman and CEOBlackRock1988 - Present
First Boston Corporation 1976 - 1988
Education
UCLA 1974 — 1976
Master of Business Administration (MBA), Real Estate
UCLA 1970 — 1974
Bachelor of Arts (B.A.), Political Science
Bank of America October 2014 - Present
Prudential Northeast Properties 2012 - October 2014
RussMatt Baseball 1999 - 2012
GE 1986 - 1999
First Boston Corporation 1981 - 1986
Skills
Marketing and Sales, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Team Building, Project Management, Coaching, Sales, Event Management, Residential Homes
Education
Dartmouth College 1977 — 1981
Bachelor of Arts (BA), Economics
Pingree School South Hamilton, Massachusetts 1974 — 1977
High School, Regular/General High School/Secondary Diploma Program
Golden Seeds 2009 - Present
UCM Partners 2005 - 2009
Credit Suisse Asset Management 1997 - 2005
Morgan Stanley 1995 - 1997
Greenwich Capital 1993 - 1995
First Boston Corporation 1984 - 1993
Buck Consultants 1979 - 1984
Education
Fellow - Society of Actuaries (lapsed)
(lapsed)
New York University
Bachelor's degree
Independent Contractor June 2015 - Present
One World Labs February 2014 - May 2015
Phyto Pharma Labs June 2013 - December 2014
Trilby Energy November 2006 - January 2014
Black Hills Corporation May 2002 - October 2006
C-COR 2000 - 2001
Worldbridge Broadband Services 1998 - 2000
Bear Stearns & Company 1995 - 1997
Lehman Brothers 1990 - 1995
First Boston Corporation 1987 - 1990
Skills
Mergers & Acquisitions, Enterprise Risk..., Risk Management, Strategic Financial..., Private Equity, Financial Structuring, Financial Accounting, Financial Risk, Financial Modeling, Credit Risk, Credit Analysis, Accounts Receivable, Account Management, Software Installation, Operations Management, Business Strategy, Treasury Management, Operating Budgets, Capital Budgeting, Fixed Income, Derivatives Trading, Energy Derivatives, Portfolio Management, Finance, Investments, Due Diligence, Strategy, Venture Capital, Corporate Finance
Education
Stanford Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
Yale University 1977 — 1982
Bachelor of Arts (B.A.), Economics
TD October 2012 - Present
MediMedia USA June 2012 - September 2012
Delaware Investments June 2011 - May 2012
Merrill Lynch/Bank of America August 2007 - November 2011
Merrill Lynch Investment Managers April 2000 - June 2007
BlackRock 2006 - 2007
Dynamics Resources Inc March 1998 - March 2000
Johnson & Johnson Corporate Headquarters May 1992 - May 1998
First Boston Corporation January 1994 - May 1996
Morgan Stanley April 1991 - December 1993
Skills
Data Warehousing, ETL, Informatica, Oracle, Microsoft SQL Server, SQL, SDLC, Business Analysis, Autosys, Sybase, Master Data Management, Unix, Software Development, Data Migration, Datastage, PL/SQL, Ksh, Erwin, Integration, Requirements Gathering, Linux, Oracle SQL, Data Integration, Application Development, Websphere, Toad
Education
The College of New Jersey 1977 — 1981
Bachelor of Science, Business Management/ Computer Science
Strategic Sovereign Advisors LLC May 2015 - Present
Business Council for International Understanding (BCIU) April 2014 - Present
HSBC Securities August 2013 - April 2015
HSBC August 2011 - August 2013
HSBC 1996 - September 2011
HSBC 1996 - September 2011
Smith Barney, Inc January 1994 - January 1996
Swiss Bank Corporation January 1991 - January 1994
First Boston Corporation January 1984 - January 1991
Bankers Trust 1991 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Financial Markets, Derivatives, Corporate Finance, Risk Management, Investments, Banking, Trading, Securitization, Financial Risk, Credit, Cash Management, Funding, Loans, Strategic Planning, Leveraged Finance, Management, Leadership, Currency, New Business Development, Hedge Funds, Asset Management, Treasury Management, FX Options, Bonds, Finance, Financial Institutions, Hedging, Project Finance, Treasury, Trade Finance, Relationship Management, Operational Risk, Investment Management, Commercial Banking, Strategic Financial..., Structured Products, Emerging Markets, Portfolio Management, Structured Finance, Strategy, Financial Services, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, International Finance
University of Michigan 1974 — 1977
BA, Psychology
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Investments, Asset Allocation, Fixed Income, Asset Management, Equity, Alternative Investments
Education
The University of Connecticut
BA, Political Science - Political Survey Research/Political Behaviorism
Advanced Financial Applications, Inc. February 2006 - November 2009
MarketAxess, Inc. March 2001 - July 2004
Trading Edge, Inc. July 1999 - March 2001
NorthStar Technologies, Inc. July 1997 - July 1999
Bankers Trust Company June 1990 - July 1997
First Boston Corporation June 1986 - July 1990
Merrill Lynch & Co., Inc. May 1982 - June 1986
Skills
Management, Project Management, Start-ups, Product Management, Integration, Trading Systems, Fixed Income, IT Strategy, Team Building, Leadership, Strategy, Data Center, Equities, Business Development, Product Development, Software Development, Strategic Planning, Business Process, Electronic Trading, Portfolio Management, Mergers & Acquisitions, Human Resources, Analysis, Entrepreneurship, Financial Services, Business Intelligence, Quality Assurance, Vendor Management, Capital Markets, Trading, CRM, Financial Markets, Hedge Funds, Sybase, Software Project..., Business Analysis, Options, SDLC, Risk Management, Market Data, Enterprise Architecture, Networking, Project Portfolio..., Databases, Executive Management, IT Management, Derivatives, Consulting, PMO
Education
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science, Business Economics
Cold Spring Harbor High School
Grumman Data Systems Institute
Certificate in Computer Programming, Computer Programming
Self-employed April 2012 - June 2014
Greenwich Capital Markets 1985 - 1992
First Boston Corporation 1976 - 1985
Skills
Sellers, First Time Home Buyers, Short Sales, Buyer Representation, Relocation, Foreclosures, Single Family Homes, Investment Properties, Listings, Condos, New Home Sales
Education
Wharton Business School 1971 — 1973
Master of Business Administration (MBA), Insurance/Finance
Wesleyan University 1964 — 1968
Bachelor of Arts (BA), European History
MDSL January 2012 - Present
BNY Mellon June 2011 - August 2011
Credit Suisse October 2005 - March 2011
Citigroup Asset Management November 2004 - August 2005
Morgan Stanley January 1997 - May 2003
Tudor Software (subsidiary of Tudor Investment Corporation) June 1995 - March 1996
First Boston Corporation April 1994 - June 1995
Telekurs (NA) now SIX Financial Information January 1992 - April 1994
Education
New York University
BA, Economics, Information Technology
A.C.Stanfield January 2015 - Present
Stanfield Global December 2004 - Present
Salomon Smith Barney 1998 - 2004
Shearson Lehman 1990 - 1998
American Savings & Loan 1984 - 1988
E.F.Hutton & Company 1981 - 1984
First Boston Corporation 1979 - 1981
Skills
speaks French, speaks Arabic, speaks Farsi, Private Equity, Investments, Mergers, Due Diligence, Venture Capital, Business Strategy, Financial Modeling, Strategic Planning, Business Development, Investor Relations, Asset Managment, Entrepreneurship, Financial Analysis, Executive Management, Investment Banking, Business Planning, Capital Markets, New Business Development, Valuation, Risk Management, French, Mergers & Acquisitions, Restructuring, Finance, Financial Structuring, Start-ups, Asset Management
Education
Robert H.Smith School of Business (University of Maryland) 2005 — 2007
Macro Economics and finance
Cambridge International University 1988 — 1993
Master of Business Administration (MBA), Ph.d, Finance, General, Economics
Naval Post-Graduate School 1977 — 1979
MA, Securities Studies
Alma College 1968 — 1972
BA Political Science
Noosphere Marketing February 2012 - Present
The Danbury Mint 1988 - 1998
The Nature Company 1992 - 1995
Duty Free Shoppers 1990 - 1994
First Boston Corporation August 1986 - 1988
Management Analysis Center 1982 - 1984
Skills
Advertising, SEM, Online Advertising, Social Media, Integrated Marketing, Digital Marketing, Direct Marketing, Relationship Marketing, Interactive Marketing, Guerrilla Marketing, Marketing Strategy, B2B Marketing, Strategic Partnerships, Multi-channel Marketing, Marketing Communications, Brand Awareness, Social Media Marketing, Viral Marketing, Content Strategy, Online Marketing, Product Development, Content Development, Creative Direction, Strategy, Marketing, Copywriting, Digital Media, E-commerce, Product Marketing, Blogging, Digital Strategy, Market Research
Education
Amos Tuck School of Business Administration, Dartmouth College 1984 — 1986
Master of Business Administration (M.B.A.), Marketing
Brown University 1977 — 1982
Bachelor's degree, International Relations
KemPharm, Inc. July 2013 - Present
Citius Pharmaceuticals, LLC November 2012 - July 2013
Direct Markets, Inc. July 2012 - November 2012
Rodman & Renshaw 2011 - 2012
Piper Jaffray 2007 - 2011
WR Hambrecht + Co 2002 - 2007
Deutsche Bank 1992 - 2001
Mabon Securities Corp. 1991 - 1992
Kidder Peabody 1983 - 1991
First Boston Corporation 1979 - 1983
Education
Harvard Business School 1977 — 1979
Master of Business Administration (MBA)
University of Missouri-Columbia 1971 — 1973
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Washington University in St. Louis 1969 — 1971
Stora Enso 1999 - 2003
International Paper 1998 - 1999
Potlatch Corporation 1992 - 1998
Unisource Worldwide, Inc. 1990 - 1992
First Boston Corporation 1988 - 1990
Skills
Enthusiastic..., Social Networking, Innovativeness, Decisiveness, Energetic team player, Outstanding..., Exceptional mentor &..., Results Tracking, Marketing Event Planning, Planning and Execution..., Sales Growth, Leadership, B2B
Education
Smith College 1984 — 1988
Bachelor of Arts (BA), Business/Managerial Economics
Citi December 2009 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers March 2003 - September 2008
BlackRock September 2000 - March 2003
Hyperion Capital Management 1992 - 1994
First Boston Corporation 1991 - 1991
Bankers Trust 1989 - 1991
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Equities, Electronic Trading, Investment Banking, Market Data, Portfolio Management, Hedge Funds, Trading, Credit Derivatives, Risk Management, Asset Management, Equity Derivatives, Enterprise Architecture, Analytics, Options, Interest Rate..., FX Options, Market Risk, Low Latency, Prime Brokerage
Education
University of Massachusetts, Amherst 1994 — 1999
Ph.D., Computer Science
Brown University 1991 — 1992
MS, Computer Science
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Intelledgement, LLC May 1999 - Present
Libertarian Party of North Carolina January 2014 - June 2015
Seer Technologies/Level 8 January 1996 - May 1999
Seer Technologies January 1994 - January 1996
Seer Technologies March 1990 - January 1994
First Boston Corporation October 1987 - March 1990
SDI March 1985 - October 1987
Ares Development Corporation September 1981 - March 1985
SPI January 1979 - May 1981
SPI August 1975 - January 1979
Skills
Knowledge Management, Project Management, Program Management, Personnel Management, Marketing Communications, Social Media Marketing, Corporate Communications, Corporate Governance, Management Consulting, Change Management, Business Analysis, Business Process..., Web Design, IT Strategy, Business Strategy, Strategic Planning, Research, Intellectual Property, Simulations, Competitive Analysis, Pricing, Start-ups, Entrepreneurship, Technical Writing, Content Management, Editing, Social Networking, Business Development, Business Planning, Product Marketing, Strategy, Analysis, Mergers & Acquisitions, Enterprise Software, Sales, Coaching, Training, Management, Publishing, Game Design, Game Development
Education
Brown University 1971 — 1975
B.A., European History
Phillips Exeter Academy 1969 — 1971
Sleepy Hollow High School 1967 — 1971
Steven Edelstein December 2013 - Present
MSW Power Corporation September 2012 - December 2013
IST Energy January 2009 - September 2012
GMO May 1995 - December 2008
Morgan Stanley February 1990 - May 1995
First Boston Corporation July 1984 - February 1990
Lehman Brothers Kuhn Loeb July 1982 - June 1984
AT&T July 1981 - July 1982
Skills
Waste to Energy, Recycling, Cleantech, Waste Management, Renewable Energy, Alternative Energy, Biofuels, Green, Waste, Sustainability, Energy Efficiency, Business Development, Biomass, Energy, Energy Management
Education
Cornell University 1979 — 1981
M.S., Statistics and Econometrics
State University of New York College at Oneonta 1975 — 1979
B.S., Statistics
Ambassador2Business.com February 2009 - Present
Ignite Venture Partners May 2006 - Present
Thunderbird School of Global Management May 2006 - June 2010
Uni Connexions January 2007 - January 2010
Access/Middle East February 2006 - March 2007
Eptheca Solutions March 2006 - August 2006
Met Council April 1996 - August 1998
Lehman Brothers, Inc March 1992 - May 1995
Neuberger & Berman February 1991 - February 1992
First Boston Corporation June 1986 - October 1990
Skills
Business Development, Start-ups, Strategy, Business Strategy, Venture Capital, Executive Coaching, Consulting, Management, Product Management, Enterprise Software, Corporate Finance, Strategic Planning, Mergers, Financial Services, Research, Private Equity, Financial Modeling, Entrepreneurship, Strategic Partnerships, Telecommunications, Management Consulting, Business Planning, Finance, E-commerce, Competitive Analysis, Mergers & Acquisitions, Corporate Development
Education
Columbia University - School of International and Public Affairs 1969 — 1971
Masters, International Politics and Diplomacy
City University of New York-Herbert H. Lehman College 1965 — 1969
Political Science/International Affairs
Cognizant Technology Solutions 2013 - Present
EMC 2009 - 2013
EMC 2009 - 2011
Grant Thornton LLP 2002 - 2009
Arthur Andersen LLP 1998 - 2002
Sony Music Entertainment, Inc. 1994 - 1998
Lehman Brothers, Inc. 1991 - 1994
Stern & Associates, Inc. 1983 - 1991
First Boston Corporation 1981 - 1983
Equitable Life 1981 - 1981
Skills
CISA, PMP, PMO, IT Transformation, IT Financial Management, Disaster Recovery, Business Continuity, Enterprise Risk..., COSO, ITIL, COBIT, IT Service Management, Management Consulting, Process Consulting, Management, Business Intelligence, Program Management, Risk Management, Strategic Planning, Strategy, IT Strategy, SDLC, Change Management, Vendor Management, Governance, CRM, Leadership
Education
Ashburry University 2000 — 2002
MBA, Business Administration
Ashburry University 1991 — 1995
BS, Computer Information Technology
City University of New York 1980 — 1982
Computer and Information Science
Yeshiva University 1978 — 1980
Computer and Information Science
Hebrew Academy of Cleveland
Credit Suisse July 2012 - September 2015
Credit Suisse February 2011 - July 2012
Credit Suisse July 2006 - January 2011
Citigroup February 2002 - March 2006
Credit Suisse First Boston September 2000 - February 2002
Index Stock Imagery March 2000 - August 2000
Charles Schwab April 1999 - November 1999
BancBoston Robertson Stephens October 1998 - February 1999
Credit Suisse First Boston July 1997 - September 1998
First Boston Corporation February 1996 - June 1997
Skills
Information Security, Microsoft Exchange, Unix, Technical Support, Security, ITIL, Information Technology, Servers, Windows, Active Directory, Incident Management, Visio, IT Investigation, E-Crime Investigation, Incident Response, Digital Forensics, Email Boundary, End User Security, SharePoint, Help Desk Support, System Deployment, Computer Forensics, CISSP, Business Continuity, Disaster Recovery, IT Strategy
Education
New York University 1995 — 1997
None, General Studies
Universal Payroll Associates, Incorporated May 1998 - Present
Payroll 1 1992 - 1995
Nomura Securities 1988 - 1991
Lehman Brothers 1984 - 1987
First Boston Corporation 1982 - 1984
Skills
Payroll, Accounting, Customer Service, Strategic Planning, Training, QuickBooks, Small Business, Financial Analysis, Team Building, Budgets, Tax, Auditing, Leadership, Management, Process Improvement
Education
State University of New York College at Oswego
State University of New York College of Agriculture and Technology at Cobleskill
BlackRock May 2014 - Present
Arcturus 12 June 2008 - May 2014
Thomson Reuters Foundation June 2008 - October 2009
International Center for Transitional Justice January 2007 - June 2008
International Crisis Group January 2001 - January 2007
Free-lance January 1982 - January 1997
First Boston Corporation January 1980 - January 1982
Skills
Fundraising, Public Speaking, Public Relations, Advertising, Corporate Social..., Marketing Strategy, Policy Analysis, Community Outreach, Nonprofits, Strategic Communications, Strategy, Community Development, Non-profits, Marketing, Editing, Leadership, Program Management, Program Development, Strategic Partnerships, Management, Sustainability, Copywriting, Social Media, Marketing Communications, Press Releases, Strategic Planning, NGOs, Media Relations, Blogging
Education
New School for Public Engagement
MS. Environmental Policy & Sustainability Managment, Expected 2014, 3.96
University of Oxford 1990 — 1992
MA, Anthropology
Tufts University 1975 — 1979
BA, International Relations & French
Institut des Etudes Politiques
Political Science and Economics
HitFix July 2014 - Present
Specialty Commodities, Incorporated January 2012 - Present
HDI Company, Inc October 2011 - Present
Hypertension Diagnostics, Inc September 2003 - October 2011
DDD Group PLC November 1999 - August 2003
Bodega Latina Corporation January 1994 - November 1999
Wertheim Schroder & Co March 1992 - January 1994
Donaldson, Lufkin & Jenrette February 1987 - March 1992
First Boston Corporation 1982 - 1985
Skills
Raising Finance, Corporate Governance, Corporate Finance, Mergers, SEC reporting, SOX, IPO, Public Companies, Investor Relations, Structuring, Start-ups, Contract Negotiations, Financial Structuring, Private Equity, Entrepreneurship, Structured Finance, Restructuring, Strategic Partnerships, Investments, Capital, Mergers & Acquisitions, Venture Capital, Fundraising, M&A experience, Finance, Due Diligence, Medical Devices, Funding, Executive Management, Business Planning, Manufacturing, Acquisition Integration, Investment Banking, Angel Investing, Product Marketing, Business Strategy, Acquisitions, Leadership, Sarbanes-Oxley Act, Corporate Development, Budgets, Management, Turn Around Management, Contract Negotiation, Strategy, Joint Ventures, Risk Management, Negotiation, Alternative Investments, SEC filings
Education
UCLA Anderson School of Management 2015 — 2015
Harvard Business School 1978 — 1980
MBA
Claremont McKenna College 1974 — 1978
BA
The Presidio Group LLC January 2014 - Present
The Presidio Group LLC January 1998 - December 2013
Montgomery Securities March 1995 - November 1997
First Boston Corporation June 1992 - March 1995
Skills
Bike racing, Girls youth soccer..., Sailboat racing, Private Equity, Private Placements, Investments, Mergers, Investment Banking, M&A experience, Corporate Finance, Due Diligence, Wealth Management, Asset Management, Mergers & Acquisitions, Alternative Investments
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, Finance
Tulane University 1980 — 1984
BA, History
OLASS Inc. 1985 - Present
Citigroup 2005 - 2006
Salomon Smith Barney 2000 - 2001
Mellon Investor Services 1994 - 1999
United Water Resources 1993 - 1994
Public Service Electric & Gas 1989 - 1993
First Boston Corporation 1984 - 1989
Manufacturers Hanover Trust 1980 - 1983
Cadbury Schweppes Ltd, England. 1978 - 1980
Department of Health and Social Security, England 1974 - 1977
Education
Northumbria University 1975 — 1977
Computer Science
BOCES
Citizens United for Research in Epilepsy (CURE) June 2015 - Present
Concern Worldwide U.S. December 2005 - June 2015
Children's Memorial Hospital Foundation September 2001 - December 2005
Minkus & Dunne Communications July 2000 - September 2001
City of Chicago October 1998 - July 2000
Catholic Extension November 1995 - October 1998
Eagle Trading International Corporation March 1992 - January 1995
Levy Restaurants February 1990 - February 1992
First Boston Corporation October 1987 - February 1990
Midwest Securities Trust Corporation July 1985 - October 1987
Skills
Non-profits, Fundraising, Volunteer Management, Grant Writing, Program Development, Community Outreach, Grants, Event Planning, Philanthropy, Public Speaking, Event Management, Strategic Planning, Marketing, Nonprofits, Media Relations, Public Relations, Annual Giving, Management, Proposal Writing, Volunteering, Board Development, Community Development, International..., Stewardship, Non-profit..., Strategic Communications, Program Evaluation
Education
Loyola University of Chicago - Graduate School of Business 1989 — 1991
Master of Business Administration, Marketing
Loyola University Chicago 1980 — 1984
Bachelor of Business Administration, Economics
Forum Novelties Inc July 2011 - Present
Gift Rep Networks 2007 - Present
David Oestreich, Inc. 1989 - 2007
First Boston Corporation 1984 - 1989
Citibank 1982 - 1984
Skills
Project Management, Market Development, Global Sourcing, Strategy, Process Improvement, Web Marketing, New Business Development, Product Development, Sales Management, Marketing Strategy, Trade Shows, Marketing, Sales, Account Management, Negotiation, Key Account Management, Management, Retail, Selling, Product Management, Brand Development, CRM, Strategic Partnerships, E-commerce, Contract Negotiation, Market Planning, Sales Operations, Competitive Analysis, Forecasting, Product Marketing, Consumer Products, Wholesale, Leadership, Marketing Management, Key Account Development, Sales Process, Business Planning, P&L Management, Start-ups, Business Strategy, International Sales, Pricing, Direct Sales, Brand Management, Sales Presentations, Merchandising, Business Development, Market Research, B2B, International Business
Education
State University of New York College at Brockport
BS, Math, Computer Science
Inscape Arts January 2010 - Present
Food Blogger, Web Designer January 2008 - Present
Principia College, PAC conference March 2014 - April 2014
Imspeak September 1992 - January 2014
TMCYouth division January 2011 - May 2013
Simple Measures January 2002 - January 2010
STLabs/DataDimensions 1995 - 1998
Micro Modeling Assoc September 1989 - June 1990
First Boston Corporation January 1988 - August 1989
New York City Art Commission January 1986 - November 1987
Skills
Art, Blogging, Illustration, Web Design, Fine Art, User Experience, Photography, Content Strategy, Graphics, Social Media, Books, Painting, Multimedia, Sculpture, Content Development, Graphic Design, Facebook, Social Media Marketing, Social Networking, Video, Software Quality..., Software Testing
Education
Principia College
BA, Fine Art, Liberal Arts
Rhode Island School of Design
paintings, stone carving
Cavanaugh Insurance February 2012 - Present
David M. Gilston Insurance Agency, Inc. November 2005 - January 2012
Defender Capital March 1996 - May 2004
Citibank (Banamex USA) December 1994 - March 1996
Kidder Peabody August 1993 - October 1994
First Boston Corporation August 1991 - August 1993
Morgan Stanley Smith Barney August 1986 - August 1991
Skills
super at helping folks..., Health, Benefits, Employee Benefits, Insurance, Health Insurance, Life Insurance, Helping Clients Succeed, Disability Insurance, Medicare, Underwriting, Management, Term Life Insurance, Long-term Care, Health Savings Accounts
Education
Sewanee-The University of the South 1979 — 1983
BA, physcology
Sewanee-The University of the South 1979 — 1983
Bachelor of Arts, psychology
Pal International, Inc. 2012 - Present
Pelion Financial Group, Inc. 2006 - 2012
American Benefit Resources, Inc. 1997 - 2006
Paine Webber 1989 - 1993
Drexel Burnham Lambert 1986 - 1989
Citi 1984 - 1986
First Boston Corporation 1980 - 1984
VA Hospital 1977 - 1978
Skills
Retirement, Alternative Investments, Business Strategy, Securities, Finance, Employee Benefits, Series 7, 401k, Investment Strategies, Retirement Planning, Hedge Funds, Investment Banking, Corporate Finance, Corporate Development, Risk Management, Asset Managment, Mergers & Acquisitions, Mergers, Turn Around Management, M&A Advisory Services, CEOs, CFOs, Start-ups, Start-up Consulting, Start-up Ventures, Start-ups Management, Startup Development, ROI Strategies, EBITDA, IRR, Sovereign Debt, Strategic Consulting, Management Consulting, Liquidation, Turnaround Strategy, Business Turn-arounds, Acquisition Integration, Capitalization, Business Development, Funding, Business Model..., Business Expansion, Financial Statement..., Cash Flow Forecasting, Cash Flow Analysis, Restructuring, PEO, Private Equity, Asset Management, Capital Markets Advisory
Education
Stanford University
Master of Business Administration
Brown University
Master of Science, Biomedical Engineering
University of Massachusetts at Lowell
Bachelor of Science, Mechanical Engineering
Atlas Capital LLC September 2011 - Present
Sonoma Broadway Farms LLC March 2012 - Present
https://www.youtube.com/watch?v=T3zMMeFK4-Q 2012 - 2014
Bear Stearns March 1995 - September 2011
First Boston Corporation March 1992 - March 1995
DLJ January 1988 - March 1992
Skills
Portfolio Management, Portfolio Optimization, Hedge Funds, Investment Advisory, Equity Research, Fixed Income, Derivatives, Hedging, Agriculture, Alternative Investments, Private Equity, Investments, Equities, Asset Managment, Investment Management, Asset Allocation, Wealth Management..., Corporate Finance, Valuation, Investment Strategies, Financial Modeling, Strategic Financial..., GIPS Compliance, Asset Management, Due Diligence, Venture Capital, Wealth Management, Investment Banking, Entrepreneurship, Funding, Fund Of Funds, Emerging Markets, Mutual Funds, Investor Relations, Series 7, Financial Markets, Capital Markets, Private Placements, Securities, FX Options, Financial Advisory, Commodity, Financial Planning, Management
Education
UCLA 1980 — 1984
Bachelor's degree, English Lit
Santa Barbara High School 1977 — 1980
surfing, bus boy
Vertafore April 2015 - Present
The Attachmate Group 2005 - 2014
JMI Equity 2004 - 2005
BMC Software 2000 - 2004
McKinsey & Company 1999 - 2000
McKinsey & Company 1995 - 1998
McKinsey & Company 1992 - 1994
McKinsey & Company 1990 - 1991
First Boston Corporation 1986 - 1988
Education
Southern Methodist University
Bachelor of Science (BS), Mechanical Engineering
The University of Texas at Austin
Master of Business Administration (MBA)
Retired January 2014 - Present
Towers Watson October 2011 - December 2013
Wells, Canning & Associates February 1995 - October 2011
Salomomon Brothers 1993 - January 1995
First Boston Corporation 1989 - 1993
Skills
Insurance Investment..., Fixed Income, investment consulting, enterprise risk..., Investments, Valuation, Enterprise Risk..., Alternative Investments, Asset Management, Investment Advisory..., Insurance, Risk Management, Financial Modeling, Asset Allocation, Financial Risk
Education
Barnard College 1985 — 1989
Bachelor of Science (B.S.), Economics
Woburn High School 1982 — 1985
Columbia University in the City of New York
Samson Investment Partners January 2014 - Present
Goldman Sachs March 2011 - June 2013
Goldman Sachs March 2008 - March 2011
Goldman Sachs February 2002 - February 2008
Goldman Sachs August 1994 - February 2002
Goldman Sachs September 1987 - August 1994
First Boston Corporation March 1985 - September 1987
Deloitte September 1981 - March 1985
Skills
Risk Management, Financial Analysis, Fixed Income, Forecasting, Trading, Vendor Management, Portfolio Management, Accounting, Financial Reporting, Leadership, Investments, Management, Securities, Strategy, Credit, Budgets, Negotiation, Finance, Financial Modeling, Auditing
Education
Seton Hall Law School
JD
Syracuse University
BS - cum laude, Accounting
Freelance March 2011 - Present
DOBlome, LLP 2007 - Present
Revlon February 2006 - April 2008
Chanel 1996 - 2006
First Boston Corporation 1994 - 1995
Garban International 1978 - 1994
Skills
Inventory Management, web site development, voice overs, Customer Service, Project Management, Advertising, Vendor Management, Marketing, Web Design, Microsoft Office, Wordpress, Marketing Strategy, WordPress, Website Development, Voice Over, Team Leadership, Leadership, Telecommunications, Integration, Project Planning, Strategy, Change Management, Disaster Recovery
Education
Rhode Island School of Design 1970 — 1974
Associate's Degree, Fine Arts
Pine Street Alternative Asset Management 2011 - Present
Investcorp 2005 - 2010
JPMorgan Chase 1993 - 2004
Credit Suisse 1990 - 1993
First Boston Corporation 1986 - 1988
Skills
Hedge Funds, Private Equity, Asset Management, Investments, Alternative Investments, Capital Markets, Asset Managment, Equities, Portfolio Management, Entrepreneurship, Emerging Markets, Investment Management, Fund Of Funds, Fixed Income, Valuation, Venture Capital, Financial Modeling, Due Diligence, Investment Banking
Education
Yale School of Management 1988 — 1990
Master of Business Administration (MBA)
Columbia University in the City of New York 1982 — 1986
Bachelor of Arts (B.A.)
Horace Mann School (Riverdale, NY)
High School
Milestone Holdings, LLC June 2014 - Present
Nearon Enterprises May 1993 - June 2014
First Boston Corporation September 1985 - March 1993
Bain & Company August 1981 - August 1983
Education
Yale School of Management 1983 — 1985
MBA
Stanford University
BA, Economics
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Fixed Income, Asset Allocation, Investment Strategies, Bonds, Investments, Equities, Series 7, Series 63, Private Equity, Investment Banking, Insurance, Investment Management, Capital Markets, Alternative Investments
Education
The University of Connecticut
Bachelor of Arts (BA), Political Science - Political Survey Research/Political Behaviorism
KPMG 1989 - Present
First Boston Corporation 1985 - 1989
Skills
Performance Management, Training, Human Resources, Sarbanes-Oxley Act, Deferred Compensation, HR Policies, Change Management, Management
Education
Rutgers University 1981 — 1985
BA
MissionBridge Philanthropy LLC June 2014 - Present
New Canaan Country School 2000 - 2012
Stepping Stones Museum for Children 1998 - 2006
Peddie School 1993 - 2005
Bankers Trust Company 1992 - 1996
Chase Manhattan Bank 1990 - 1992
First Boston Corporation 1985 - 1990
Education
Dartmouth College 1981 — 1985
Bachelor of Arts (BA), Economics and Government
HealthPro BioVentures LLC 2005 - Present
Paramount BioCapital, Inc. 1992 - 2004
Chase Manhattan Bank, N.A. 1987 - 1992
First Boston Corporation 1984 - 1986
CitiCorp N.A. 1981 - 1984
Skills
Mergers, Private Equity, Investment Banking, Options, Venture Capital, Mergers & Acquisitions, Finance, Investments, Risk Management, Strategic Partnerships, Derivatives, Licensing, Start-ups, Pharmaceutical Industry, Lifesciences, Business Development, Healthcare, Fixed Income, Biotechnology, Capital, Private Placements, Management, Strategy, Structured Finance, Due Diligence, Corporate Development, Investor Relations, Angel Investing, Entrepreneurship
Education
Columbia University in the City of New York 1978 — 1979
Masters, International Finance and Banking
Brandeis University 1972 — 1975
Bachelor of Arts (B.A.), Philosophy
. DirectorCongregation B'nai Tzedek
Congregation Har Shalom (Early Childhood Education Center) January 2006 - June 2013
PricewaterhouseCoopers August 1999 - May 2002
Alternative Resources Corporation 1997 - 1997
IBM 1989 - 1997
First Boston Corporation 1986 - 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Project Management, MS Project, Call Center, Knowledge Management, Building Relationships, Sales, Sales Presentations, Early Childhood..., Nonprofits
Education
Franklin & Marshall College 1982 — 1986
Bachelor of Arts (B.A.), Economics and Sociology
FTN Financial May 2015 - Present
Blaylock Beal Van (M.R. Beal & Co.) 2013 - May 2015
Jackson Securities 1997 - 2012
NationsBank Capital Markets 1989 - 1996
First Boston Corporation 1987 - 1989
E.F. Hutton & Co. 1980 - 1987
Skills
Fixed Income, Bonds, Capital Markets, Investments, Valuation, Asset Managment, Investment Banking, Private Equity, Financial Modeling, Series 7, Structured Finance, Equities, Securities, Asset Management, Mergers & Acquisitions, Strategic Planning, Portfolio Management, Real Estate Development, Finance, Due Diligence, Venture Capital, Corporate Finance, Financial Analysis, Real Estate Economics, Financial Structuring, Hedge Funds, Trading, Bloomberg, Alternative Investments, Series 63, Options, Equity Research, Private Placements
Education
University of North Carolina at Chapel Hill
BA, Economics
The Westminster Schools
Woodlief & Son Tutoring October 2012 - Present
First Boston Corporation 1984 - 1992
Citizens and Southern National Bank 1981 - 1983
Price Waterhouse & Co. 1977 - 1981
Clemson University Athletic Dept. 1973 - 1977
University Shop for Clothing, Clemson, SC 1975 - 1976
Clemson University Library 1975 - 1976
Swift Textile Manufacturing 1974 - 1976
C&S Bank, Columbia, SC 1973 - 1976
Steak House, Waffle House, Ice Cream shop 1972 - 1976
Skills
Customer Service, Public Speaking, Leadership, Teaching, Student Development, Curriculum Design, Tutoring, Curriculum Development, Project Planning, Educational Technology, Problem Solving, Organizing, Planning, Microsoft Office, Microsoft Excel, Cloud Applications, QuickBooks, Photoshop
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
Clemson University - College of Business and Behavioral Science 1973 — 1977
BS, Accounting
Queens University of Charlotte
Post Baccalaureate, Secondary Mathematics, 2007-2012
Santosoft LLC 2010 - Present
NTT Data Americas 2008 - 2009
Tryarc LLC 2004 - 2007
First Boston Corporation 1983 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Stanford University 1979 — 1983
B.A., Economics
Salsgiver Associates 2007 - Present
General Re Financial Products 1990 - 2007
First Boston Corporation 1986 - 1990
Skills
Personal Pensions, Capital Markets, ABS, Derivatives, Structured Products, Fixed Income, Counterparty Risk, Swaps, Interest Rate..., Securitization, Market Risk, Structured Finance, Equity Derivatives, Hedge Funds, Financial Services, Credit Risk, Finance
Education
University of Pennsylvania - The Wharton School 1976 — 1980
Bachelor of Science Economics, Management and Accounting Majors
Bank of America Merrill Lynch March 2010 - April 2011
Credit-Suisse October 2007 - October 2009
Citigroup September 2006 - December 2006
Prudential Financial Global Derivatives November 1995 - July 2006
Ernst & Young July 1994 - October 1995
First Boston Corporation August 1992 - June 1994
Timber Hill September 1984 - June 1991
Skills
Equities, Swaps, Derivatives, Credit Risk, FX, Trading, FX Options, Risk Management, Commodity, Hedge Funds, Portfolio Management, Valuation, Securities, Banking, Prime Brokerage, Options
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Northwestern University 1987 — 1989
BPhil, Economics
Monticello Associates Vice PresidentFirst Boston Corporation1986 - 1992
First Boston Corporation 1986 - 1992
First Boston Corporation 1986 - 1992
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Investment Management, Asset Allocation, Investments, Valuation
Education
Stanford Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Amherst College 1978 — 1982
Bachelor of Arts (B.A.), Economics
KIPP NYC July 2005 - Present
Credit Suisse First Boston Foundation January 1998 - May 2005
First Boston Corporation November 1986 - December 1997
Skills
Program Development, Fundraising, Bloomberg, Program Management, Non-profits, Nonprofits, Public Speaking, Event Planning, Grant Writing, Staff Development, Volunteer Management, Grants, Community Outreach, Editing, Program Evaluation, Community Development, Research
Education
Westchester Community College 1990 — 2005
German Classes
Marist College 1982 — 1986
Bachelor of Arts, Communications and English
Real Estate Mortgage Network September 2013 - Present
American Financial Resources Inc. August 2012 - Present
First Boston Corporation January 1985 - Present
Salomon Brothers January 1985 - June 1997
Skills
Investments, Strategic Financial..., Financial Analysis, Wealth Management, Credit, Mortgage Lending, Loans, VA loans, FHA, FNMA, Residential Mortgages, FHLMC, Loan Origination, Mortgage Banking, Investment Banking, Consumer Lending, USDA, Sales, Mortgage Underwriting
Education
Pace University - Lubin School of Business
M.B.A., Finance, General
State University of New York College at Oneonta
Business/Managerial Economics
Cisco August 2012 - Present
Cisco August 2006 - August 2012
Cisco June 1998 - August 2006
Anixter 1991 - 1998
MetLife 1988 - 1990
First Boston Corporation 1987 - 1988
Skills
Cisco Technologies, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance, General
Boston University 1982 — 1986
BS, Business Administration
Morgan Stanley September 2015 - Present
Bridge2Solutions August 2013 - July 2015
Markit May 2007 - March 2011
Merrill Lynch August 2004 - May 2007
UBS May 1997 - August 2004
Goldman Sachs May 1992 - May 1997
First Boston Corporation November 1990 - May 1992
Skills
Power Generation, Quantum Physics, Software Architectural..., Software Engineering, Chemistry, Geometry, Program Management, Software Lifecycle..., Automated Software..., Philosophy, Go/Baduk, Electronic Trading, Trading Systems, Market Data, Fixed Income, Analytics, Loans, Structured Finance, Structured Products, Derivatives, Management, Equities, Interest Rate..., Financial Markets, Investment Banking, SOA, Capital Markets, Quantum Mechanics, Risk Management
Education
Harvard University 1988 — 1990
Chemical Physics
University of California, Santa Cruz 1984 — 1988
Bachelor of Arts (B.A.) / Bachelor of Science (B.S.), Mathematics / Chemistry, Summa cum laude
The Writers Grotto November 1994 - Present
San Francisco Vikings Youth Soccer League February 2012 - Present
Mercury House 1989 - 1995
First Boston Corporation 1987 - 1988
Skills
Business Planning, Creative Writing, Blogging, Storytelling, Editing, Publishing, Newspaper, Books, Content Management, Content Development, Web Content, Social Media, Social Networking, Publications, Non-fiction
Education
Stanford University 1982 — 1986
BA, Economics
Associated Press January 1997 - Present
Associated Press 1997 - Present
First Boston Corporation December 1988 - May 1994
La Petite Academy January 1980 - October 1988
Skills
Meeting Planning, Event Planning, Event Management, Social Media Marketing, Corporate Events, Trade Shows, Sponsorship, Newsletters, Social Networking, Coordinating Events, Live Events, Entertainment, Budgets, Online Research, Social Media, Copy Editing
Education
Abilene Christian University 1976 — 1977
LS Opportunity, LLC October 2012 - Present
Creative Arts Workshops for Kids August 2012 - June 2015
SBL Ventures July 2006 - March 2013
AquaMed Technologies, Inc. February 2009 - October 2012
Hydrogel Design Systems, Inc. January 1996 - January 2009
The Argosy Group 1994 - 1996
Coopers & Lybrand 1990 - 1994
First Boston Corporation 1986 - 1988
Skills
Venture Capital, Start-ups, Mergers, Private Equity, Entrepreneurship, Business Strategy, Strategic Partnerships, Strategic Planning, Business Development, Corporate Development, New Business Development, Due Diligence, Business Planning, Product Development, Corporate Finance, Executive Management, Competitive Analysis, Commercialization, Product Management, Marketing Strategy, Investments, Mergers & Acquisitions, Strategy, Emerging Markets, Angel Investing, Investor Relations, IPO, Private Placements
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Lehigh University 1982 — 1986
Bachelor of Science (BS), Finance, General
Lehigh University - College of Business and Economics 1982 — 1986
BA, Finance
Suffern High School 1978 — 1982
Amplify November 2011 - July 2014
Independent Contractor December 2010 - October 2011
Custom Computer Specialists, Inc. March 2005 - November 2010
Various Clients October 2002 - March 2005
NYC Department of Education January 1999 - January 2002
First Boston Corporation January 1996 - December 1998
Skills
Integration, Program Management, Data Center, Enterprise Software, Vendor Management, Disaster Recovery, Project Management, Cloud Computing, IT Strategy, Managed Services, Professional Services, IT Management, Virtualization, PMP
Education
New York University - Polytechnic School of Engineering
Electrical Engineering
AdvantageCare Physicians December 2013 - November 2014
American Association of University Professors at Rutgers and Rowan February 2007 - December 2013
Saint Vincent Catholic Medical Centers February 2001 - December 2006
Schenck, Price, Smith & King, LLP June 1999 - January 2001
New York City Board of Education June 1998 - May 1999
Cattaraugus-Allegany-Erie-Wyoming BOCES November 1996 - June 1998
First Boston Corporation October 1991 - August 1993
Skills
Labor Relations, Healthcare, Leadership Development, Contract Negotiation, Collective Bargaining, Policy, Human Resources, Employee Relations, Employee Benefits, Organizational..., Conflict Resolution, Employment Law, Onboarding, Leadership, Dispute Resolution, Arbitration, Strategy, Management, Talent Acquisition
Education
State University of New York at Buffalo - Law School 1993 — 1996
JD
Cornell University 1987 — 1991
BS
Morgan Stanley October 1994 - Present
Bear Stearns June 1990 - October 1994
First Boston Corporation June 1988 - June 1990
Skills
SDLC, Financial Services, Management, Trading Systems, Derivatives, Market Data, Fixed Income, Data Center, Vendor Management, Business Analysis, Capital Markets, Sybase, Equities, Risk Management
Education
New York Institute of Technology-Old Westbury 1982 — 1988
Bachelor of Science (B.S.), Computer Science
Nickelodeon June 2003 - Present
Nickelodeon July 2000 - June 2003
Nickelodeon December 1998 - June 2000
Nickelodeon November 1997 - December 1998
Frankfurt Kurnit Klein & Selz October 1994 - November 1997
First Boston Corporation August 1987 - July 1989
Skills
Business Affairs, Entertainment Law, Television, Music, Live Events, New Media, Film, Contract Negotiation, Legal Writing, Licensing, Entertainment
Education
Harvard Law School 1990 — 1993
JD, Law
Princeton University 1983 — 1987
AB, Woodrow Wilson School of Public and International Affairs/East Asian Studies
Aquilo Capital, L.P. January 2014 - Present
Credit Suisse January 2001 - November 2012
Credit Suisse First Boston October 1992 - December 2001
CS First Boston April 1988 - September 1992
First Boston Corporation August 1987 - January 1988
Skills
Equities, Investments, Financial Markets, Capital Raising, Sales Management, Capital Markets, Hedge Funds, Banking, Strategy, Fixed Income, Alternative Investments, Investment Banking, Equity Research, Corporate Finance, Asset Management, Private Equity, Valuation, Investment Management, Portfolio Management
Education
University of Virginia Darden School of Business 1985 — 1987
MBA
Duke University 1978 — 1982
AB, Economics
American Century Investments 2001 - Present
Visible Markets 2000 - 2001
Morgan Stanley 1992 - 2000
First Boston Corporation 1986 - 1992
Hewlett-Packard 1984 - 1985
Hewlett-Packard 1982 - 1984
Skills
Mutual Funds, Asset Allocation, Series 63, Series 7, Investments, Investment Strategies, Investment Management, Alternative Investments, Fixed Income, Series 6, Equities, Portfolio Management, 401k, Hedge Funds
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Stanford University 1977 — 1982
Bachelor of Science (B.S.), Industrial Engineering
Horace Greeley High School 1973 — 1977
Bonneville Multifamily Capital June 2015 - Present
Canaccord Genuity Group Inc. September 2013 - November 2014
Pierpont Securities October 2012 - September 2013
Cortview Capital Holdings Inc. December 2009 - October 2012
Glenville Partners March 2009 - December 2009
Wachovia Securities September 2004 - March 2009
Barclays Capital January 2000 - January 2004
Credit Suisse First Boston September 1992 - June 2000
CS First Boston 1989 - 2000
First Boston Corporation January 1989 - January 1992
Skills
Fixed Income, Capital Markets, Hedge Funds, Investments, Derivatives, Trading, Securities, Private Equity, Structured Finance, Bonds, High Yield, Management, Financial Services, Portfolio Management, Investment Banking, Mergers & Acquisitions, Asset Management, Alternative Investments, Series 7, Bloomberg, Risk Management, Structured Products, Finance, Due Diligence, Leadership, Financial Analysis, Corporate Finance, Banking, Strategy
Education
Columbia University in the City of New York 1986 — 1988
BA, Economics
Claremont McKenna College 1984 — 1988
BA, Economics
The Collegiate School 1980 — 1984
HS, Focus courses in English, Economics, Math, and Art Histrory.
Independent E-learning 2007 - 2013
Stanford University September 1993 - June 1995
Random House September 1988 - June 1990
First Boston Corporation July 1986 - September 1988
Skills
Video Production, iLife applications, Proposal Writing, Technical Writing, Copy Editing, Editing, Fundraising, Instructional Design, Research, Grant Writing, Qualitative Research, Blogging, Higher Education, E-Learning, Proofreading, Public Speaking, Nonprofits, Leadership, Writing, Social Media
Education
Stanford University 1990 — 1998
M.A., Design and Evaluation of Educational Programs
Princeton University 1982 — 1986
B.A., History and American Studies
Morgan Stanley Smith Barney June 2009 - Present
Citigroup September 1991 - May 2010
Credit Suisse First Boston 1985 - 1991
First Boston Corporation 1985 - 1991
Skills
Alternative Investments, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Integration, Investment Banking, Investments, Management, Mergers, Mergers & Acquisitions, Middle Office, PMO, Portfolio Management, Program Management, Project Portfolio..., Risk Management, SDLC, Series 7, Trading Systems, Vendor Management, Wealth Management, Electronic Trading, Series 63
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
BS, Psychology, Computer Science
BNY Mellon April 2012 - Present
BONY Mellon April 2009 - April 2012
Washington Mutual Bank 2007 - 2009
Banc of America Securities April 2001 - August 2007
ABN AMRO 1997 - 2001
BZW (Barclays de Zoete Wedd) 1994 - 1997
MetLife Investments 1990 - 1994
Shearson Lehman 1989 - 1989
E.F. Hutton 1985 - 1988
First Boston Corporation 1983 - 1985
Skills
Portfolio Management, Financial Risk, Market Risk, Credit, Fixed Income, Capital Markets, Derivatives, Credit Risk, Equities, Risk Management, Banking, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Securities, Bloomberg, Investments, Structured Finance, Valuation
Education
Carnegie Mellon University 2003 — 2004
N/A, Fin'l Engineering
NYU 2001 — 2003
N/A, Economics
Rutgers 1981 — 1983
MBA, Finance
Lafayette College 1976 — 1980
BA, English/History
Drexel Hamilton, LLC 2012 - 2015
Sterne Agee October 2008 - August 2011
Key Bank April 1995 - February 2008
First Boston Corporation June 1987 - March 1995
Skills
Equity Research Sales, Series 7 & 63, Financial Market..., Fixed Income, Strategic Communication..., Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, ETFs, Equities, Equity Research, Equity Valuation, FINRA, Financial Markets, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Securities, Series 24, Series 63, Series 7, Team Building, Trading, Valuation, Equity Trading
Education
Ohio Wesleyan University
BA
Sawyer Business School - Suffolk Universit
MBA Candidate
Millburn BOE 2004 - Present
Thomson Reuters 2000 - 2002
Multex 1993 - 2000
IDD Information Systems 1990 - 1992
TCAM Sytems 1988 - 1990
First Boston Corporation 1986 - 1988
Education
Seton Hall University 2003 — 2005
MS, Educational Media Studies
American University 1984 — 1986
MBA, MIS
Boston University 1978 — 1982
BS, Business Admin
Javelin Mortgage Investment Corp. October 2012 - Present
ARMOUR Capital Management LP February 2009 - Present
Litchfield Capital Holdings April 2005 - December 2009
Credit Suisse First Boston 1986 - 2005
First Boston Corporation 1986 - 2005
CS First Boston 1985 - 2005
Credit Suisse 1986 - 2004
Skills
Capital Markets, Structured Finance, Securitization, Investment Banking, Hedge Funds, Derivatives, Fixed Income, Alternative Investments, Private Equity, Securities, Financial Structuring, ABS, Structured Products, Equities, Corporate Finance, Investments, Due Diligence, Asset Managment, Portfolio Management, Venture Capital
Education
Yale University - Yale School of Management 1983 — 1986
MBA, Finance, General
Yale Law School 1982 — 1986
JD, Law
Amherst College 1976 — 1980
BA, History
Southland Publishing, Inc. June 2012 - Present
Hannon Lerner, P.C. January 2006 - Present
Wonderful Things 2000 - Present
Berkshire Taconic Community Foundation August 2007 - March 2009
The Bookloft 1998 - 2000
Random House 1981 - 1988
First Boston Corporation 1978 - 1981
Skills
Administrative..., Wordperfect, Notary Public, Outlook, Legal Assistance, Copy Editing, Microsoft Word, Editing, Facebook, Books, Blogging, Creative Writing, Microsoft Office, Editorial, Social Media, PowerPoint, Customer Service, Proofreading, Social Networking, Event Planning
Education
New York University 1978 — 1981
BA, magna cum laude, English major, French minor
Archery Capital, LLC March 2004 - December 2008
Castle Harlan, Inc. January 2003 - January 2004
ABN AMRO, Inc. February 2001 - November 2002
UBS Wealth Management 1999 - 2001
Swiss Bank Corporation April 1994 - February 1999
Morgan Stanley & Co. Inc. August 1993 - December 1993
First Boston Corporation May 1990 - August 1993
Skills
Training
Education
New York University 1999 — 2000
Certificate Program, Global Marketing & Management
Montclair State University 1982 — 1986
BS, Business Administration
William Raveis Real Estate 2005 - Present
Prudential CT Realty 1996 - 2005
Gatfield Greenwich 1989 - 1993
Vintage Resources 1986 - 1989
Stifel Nicolaus 1984 - 1986
First Boston Corporation 1981 - 1984
Skills
Condos, Sellers, First Time Home Buyers, Relocation, Buyer Representation, Foreclosures, New Home Sales, Investment Properties, Mortgage Banking, Refinance, Townhomes, Negotiation, Single Family Homes, Sales, Property, Residential Homes, Listings, FHA, Mortgage Lending, ABR, Waterfront, Real Estate Transactions, Buyers, Real Estate, Short Sales, Luxury
Education
Sweet Briar College 1977 — 1981
BA, English
Mercy High School 1974 — 1977
JPMorgan Chase November 2013 - Present
JPMorgan Chase January 2012 - October 2013
JPMorgan Chase May 2006 - January 2011
Beacon Integrators, Inc. June 1988 - May 2006
First Boston Corporation July 1986 - June 1988
Skills
Business Strategy, Investment Banking, Financial Services, IT Strategy, Program Management, Integration, CRM, Business Analysis
Education
City University of New York
Ph.D., Clinical & Social Psychology
Roberts & Ryan Investments Inc. DVBE April 2013 - Present
Broadmoor Capital 2007 - April 2013
David White & Associates March 2012 - July 2012
Nollenberger Capital Partners November 2006 - December 2007
Fulcrum Global Partners February 2004 - November 2006
WR Hambrecht + Co April 2000 - November 2003
Volpe Brown Whelan 1999 - 2000
Hambrecht & Quist May 1992 - 1999
First Boston Corporation 1983 - 1989
Transamerica 1980 - 1983
Skills
Equities, Securities, Trading, Equity Trading, Capital Markets, Institutional, Series 7, Investments, IPO, Series 24, Hedge Funds, Equity Research, Asset Management, Series 63, FINRA, Alternative Investments, Portfolio Management, Electronic Trading
Education
California State University-Fullerton 1974 — 1981
MBA, finance and marketing
Deborah M. Gabriel Executive Coaching July 2012 - Present
Deborah M. Gabriel May 2008 - June 2012
Hughes Hubbard & Reed LLP February 2000 - May 2008
Sullivan & Cromwell LLP September 1992 - April 1999
Lane Powell Spears & Lubersky June 1991 - September 1992
Corbin Silverman & Sanseverino December 1989 - December 1990
The Trump Group March 1988 - November 1989
Corbin Silverman & Sanseverino October 1984 - March 1988
First Boston Corporation August 1983 - October 1984
Skills
Training, Management, Employment Law, Restructuring, Employee Relations, Policy, Organizational..., Life Coaching, Recruiting, Human Resources, Personal Development, Business Coaching, Communication, Event Planning, Project Management, Fitness, Health, Stress Management, Team Building, Personnel Management, Leadership, Talent Acquisition, Coaching, Talent Management
Education
Pepperdine University 1992 — 1997
B.S., Management
Oceanside High School, Oceanside, New York
Fidelity Investments Director, Risk Management - Disaster RecoveryFidelity Investment2006 - Present
Fidelity Investments 1994 - Present
Fidelity Investments April 1994 - June 2006
First Boston Corporation 1987 - 1994
Skills
Change Management, Disaster Recovery, Vendor Management, Process Improvement, IT Strategy, Project Management, Portfolio Management, Financial Services, Risk Management, Management, Enterprise Architecture, Requirements Analysis, Business Analysis, Asset Managment, PMO, Fixed Income, Program Management, SDLC, Financial Analysis, ITIL, Mutual Funds, Information Technology
Education
Rutgers University - Graduate School of Management 1979 — 1982
MBA, Finance
Columbia College (NY) 1973 — 1977
BA, Economics
RD Labradors May 2010 - Present
Morgan Stanley Smith Barney June 1989 - June 1995
First Boston Corporation March 1987 - March 1989
Prudential Bache November 1984 - March 1989
Skills
Social Media, Non-profits, Public Speaking, Event Planning, Marketing Strategy, Negotiation, Teaching, Event Management, Fundraising, Advertising, Curriculum Development, Public Relations, Curriculum Design, Sales
Education
Colgate University 1976 — 1980
BA, Math/music
Stern Brothers Vice President Muni SalesA.G. Edwards1995 - 2007
First Boston Corporation 1980 - 1995
BancNorthwest 1972 - 1980
Continental Bank 1968 - 1972
Education
Southern Illinois University, Carbondale 1962 — 1966
BS, Marketing
Assured Risk Transfer September 2014 - Present
Assured Risk Transfer LLC 2014 - 2015
Assured Risk Transfer LLC 2014 - 2015
Equifin Capital Partners June 2005 - December 2014
Deutsche Bank June 2002 - June 2005
Goldman Sachs July 1992 - July 2002
First Boston Corporation July 1989 - July 1992
Skills
Capital Markets, ABS, Alternative Investments, Financial Services, Investments, Hedge Funds, Fixed Income, Structured Finance, Private Equity, Equities, Structured Products, Derivatives, Securities, Financial Structuring, Investment Banking, Asset Management, Valuation
Education
Columbia University - Columbia Business School 1989 — 1992
MBA, Finance
Lehigh University - College of Business and Economics 1982 — 1986
BS, Cum Laude, Finance/Marketing
Quantum Matrix May 1985 - Present
Quantum Matrix 1985 - 2012
IME 2010 - 2011
WFFT 1999 - 2000
Dean Witter September 1980 - August 1983
First Boston Corporation June 1979 - September 1980
E. F. Hutton 1978 - 1979
White, Weld and Company April 1974 - April 1976
Bache and Co. August 1973 - August 1974
Skills
Investments, Private Equity, Financial Planners, Venture Capital, Asset Managment, Mergers, Due Diligence, Financial Modeling, Business Strategy, Corporate Finance, Business Planning, Valuation, Start-ups, Entrepreneurship, Corporate Development, Mergers & Acquisitions, New Business Development, Negotiation, Strategy, Strategic Planning, Investment Banking, Portfolio Management, Finance, Options, Business Development, Executive Management, Asset Management, Risk Management, Financial Analysis, Management Consulting, Securities, Strategic Financial..., Restructuring, Financial Services, Funding, Emerging Markets, Strategic Partnerships, Investor Relations, Hedge Funds, Alternative Investments, Capital Markets, IPO, Trading, Equities, Management, Financial Advisory, Private Placements, Investment Strategies, Financial Markets, Equity Research
Education
Univ of Kentucky, Georgia State University. 1971 — 1972
U.S. Military Academy 1964 — 1968
BS, General Engineering, Cultural and Historical Electives.
United States Military Academy at West Point 1964 — 1968
BS, General Engineering
Experient August 2002 - Present
Accenture 1995 - 2002
Gift Baskets and Beyond October 1992 - August 1997
First Boston Corporation April 1989 - June 1991
L'Agence Modeling -Atlanta October 1986 - May 1990
Tanya Blair Agency 1986 - January 1990
Skills
Hotels, Management, Event Management, Meeting Planning, Account Management, Registration, Teamwork, Hospitality, Hospitality Industry, Event Planning, Sales Process, Tourism, Negotiation, Trade Shows, Corporate Events, Contract Negotiation, Sales, Business Development, Coordination, Vendor Relationships, E-commerce, Hospitality Management, Incentive Travel, Incentives, Leadership, Food & Beverage, Sponsorship
Education
Dallas Baptist University 1994 — 1996
Marketing - Sales
American Made Dorm January 2012 - Present
Goldman Sachs 1987 - 1992
First Boston Corporation 1985 - 1987
Skills
Investments, Series 7, Financial Planning, Portfolio Management, Financial Analysis
Education
University of North Carolina at Chapel Hill 1977 — 1981
BSBA, Finance, General
Northwestern University - Kellogg School of Management 1984 — 1985
Master of Business Administration (M.B.A.), Finance, General
Morgan Stanley 1990 - Present
Morgan Stanley August 1990 - December 1999
First Boston Corporation 1986 - 1989
Skills
Capital Markets, Structured Finance, Venture Capital, Private Equity, Hedge Funds, Investments, Corporate Finance, Alternative Investments, Financial Modeling, Emerging Markets, Securities, Derivatives, Leveraged Finance, Portfolio Management, Fixed Income, Valuation, Financial Structuring, Bonds, Trading, Mergers & Acquisitions, Structured Products, Investment Banking, Due Diligence, LBO
Education
INSEAD 1989 — 1990
MBA, Finance, General
Lehigh University 1985 — 1986
B.A., Mathematics
Lehigh University 1981 — 1985
B.S., Engineering Physics
Oratory Prep
Citi International Financial Services March 2014 - September 2015
VAB Financial September 2010 - March 2014
Eurobank September 2007 - March 2009
Banco Popular de Puerto Rico September 1996 - March 2004
Bankers Trust Caribe June 1992 - February 1996
First Boston Corporation June 1986 - May 1992
Skills
Financial Reporting, Securities, Administration, Financial Planning, Investments, Asset Management, Compliance, Banking, Due Diligence, Financial Analysis, Accounting, Auditing, Series 7, FINRA, Series 24, Mutual Funds, Investment Advisory, Equities, Series 63, Options, AML, Fixed Income, Budgeting, Capital Markets, Financial Advisory, Trading, Bonds, Excel, Derivatives, Portfolio Management, Risk Management, Wealth Management, Alternative Investments, Supervisory Skills, Analysis, Cash Management, Customer Relations, Financial Management, Business Analysis, Investment Banking, Fixed Annuities, Retirement, Broker-Dealer, Investment Advisory..., Insurance, Financial Statements, Life Insurance, Estate Planning
Education
University of Puerto Rico 1982 — 1986
Bachelor in Business Administration, Accounting
Renewable Timber Products January 2014 - Present
Cheiron Trading May 2008 - March 2013
independent March 2000 - July 2007
Linnco Futures Group December 1989 - March 2000
First Options Corp June 1986 - December 1989
Singer Wenger LLC May 1985 - June 1986
First Boston Corporation February 1984 - April 1985
Skills
Trading Systems, Electronic Trading, Equities, Capital Markets, Trading Strategies, Financial Markets, Commodity, Technical Analysis, Securities, Equity Trading, FX Options, Financial Risk, Options, Proprietary Trading, Derivatives, Trading
Education
University of California, Berkeley 1979 — 1983
BA, Political Economy of Industrial Societies
Wells Fargo Securities September 2011 - Present
UBS Investment Bank September 2009 - September 2011
Citi June 2000 - September 2009
Schroders June 1990 - June 2000
First Boston Corporation May 1989 - August 1989
Goldman Sachs June 1986 - June 1988
Skills
Investment Banking
Education
Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Finance and Real Estate Finance
University of Pennsylvania 1979 — 1983
Bachelor's degree, English Literature
Morgan Stanley Smith Barney May 2009 - Present
Citigroup May 1994 - May 2008
First Boston Corporation December 1991 - May 1994
Ernst & Young June 1989 - December 1991
Skills
SDLC, Product Management, Capital Markets, Fixed Income, AML, Portfolio Management, Project Management, Banking, Financial Services, Sybase, Equities, Vendor Management, Trading Systems, Business Analysis, Risk Management, Back Office, IT Strategy, Relationship Management, Prime Brokerage, PMO, Investment Banking, Securities, Wealth Management
Education
Stevens Institute of Technology 1999 — 2001
Master of Science (MS), IT Management
Build America Mutual Assurance Company January 2012 - Present
Assured Guaranty July 2009 - December 2011
FSA 1994 - 2005
Harvard Industries 1991 - 1993
First Boston Corporation 1985 - 1990
Cravath, Swaine & Moore LLP 1983 - 1985
Skills
Securitization, ABS, Structured Finance, Capital Markets, Public Finance, Corporate Law
Education
Harvard Law School 1980 — 1983
JD, Corporate Law
MIT Sloan School of Management 1973 — 1974
MIT 1968 — 1973
BS, Science
last, and loving it April 2012 - Present
Color Me Beautiful November 2009 - December 2011
Wilson Gregory Agency January 2002 - November 2008
The Leahy Company March 1997 - November 2001
Prudential 1988 - 1993
Merrill Lynch 1978 - 1983
Blyth Dillon 1978 - 1979
First Boston Corporation 1969 - 1978
First Boston Corporation 1969 - 1978
Best & Company 1961 - 1966
Education
University of Connecticut 1968 — 1969
M.A., Quantitative Economics
Fordham University 1964 — 1968
B.A., Economics
troupe of friends April 2005 - Present
New York City/ Tri-State Area 1993 - Present
First Boston Corporation April 1992 - April 1993
Merrill Lynch October 1990 - April 1992
Smith Barney Brokerage Firm October 1987 - April 1989
Skills
Theatre, Stage, Choreography, Performing Arts, Acting, Directing, Festivals, Arts Administration, Musical Theatre, Comedy, Shakespeare, Nonprofits, Editing, Creative Writing, Film, Entertainment, Teaching, Writing, Project Management
Education
NY Institute of Finance
Certificate, Brokerage
New York University
CICS Systems Architecture and Design
Rutgers, The State University of New Jersey-Newark
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
Securities Training Corp
Series 7, Brokerage
The Chubb Institue
Certificate, Computer Programming, Specific Applications
Thomas Edison State College
Bachelor of Arts (B.A.), Mathematics
international Institute of Finance
PMP, Project Management
Wjs Services, llc/ November 2011 - Present
Wjs Services, llc March 2011 - November 2011
BofA/Merrill Lynch March 2004 - November 2011
DTCC May 1995 - June 2004
Nortel Communication Systems, Inc January 1987 - January 1995
DunsGate, Inc January 1986 - January 1987
DunsGate 1986 - 1987
NBC February 1981 - March 1986
National Broadcasting Corporation January 1981 - January 1986
First Boston Corporation January 1979 - January 1981
Skills
Visio, Team Building, Customer Relations, Risk Management, Business Analysis, Customer Service, Telecommunications, Vendor Management, Data Center
Education
City University of New York-Baruch College 1981 — 1983
Bbs, Business
Bishop Timon Buffalo, Ny. 1968 — 1972
hs, College Entrance
State University of New York College at Fredonia
Bachelor of Science (BSc), Political Science and Government
University of Pennsylvania August 2013 - Present
Ursinus College January 2013 - May 2013
U.S. Department of State August 1993 - April 2012
GAO September 1990 - July 1993
Federal Farm Credit Banks Funding Corporation January 1988 - October 1989
Prudential Financial March 1985 - March 1987
First Boston Corporation April 1983 - February 1985
Skills
Public Diplomacy, Economics, Foreign Affairs, Foreign Policy, International Relations, Diplomacy, Public Policy, Government Relations, Policy Analysis, Intercultural..., Lobbying, International..., Public Affairs, Media Relations, Politics, International..., Human Rights, International Security, Government, NGOs, Political Risk Analysis, Democracy, Economic Development, Africa, Conflict, Civil Society, Peacebuilding
Education
New School University 1987 — 1992
MA, Economics
The University of Kansas 1976 — 1980
BA, French
Catholic Health Initiatives September 2015 - Present
IBM August 2009 - September 2015
IBM June 2005 - August 2009
Idaho State University August 2003 - May 2005
Charles Schwab June 1998 - June 2002
IBM May 1996 - June 1998
Home Box Office April 1988 - May 1996
First Boston Corporation March 1986 - April 1988
Skills
AIX, Linux, I5, MVS, Oracle Enterprise..., MySQL, Unix Shell Scripting, Java, C++, SQL, Perl, WebSphere MQ, XHTML, CGI, JavaScript, CICS, COBOL, TSM, TWS, Autosys, IBM Tivoli, Connect Direct, HACMP, Flashcopy, Project Planning, Team Leadership, Unix, Oracle, IBM AIX, Integration, Disaster Recovery, IT Strategy, Performance Tuning, IT Management, Storage, Shell Scripting, Solution Architecture, AIX Administration
Education
East Carolina University 1981 — 1985
Bachelor of Arts (BA), Mathematics and Computer Science
Rochester Institute of Technology 1980 — 1981
Bank of America Merrill Lynch July 2013 - Present
Ladenburg Thalmann May 2013 - July 2013
UBS Investment Bank June 2002 - February 2013
Dresdner Kleinwort 1997 - 2001
NatWest 1994 - 1997
Nomura Research Institute 1986 - 1994
First Boston Corporation 1980 - 1986
Skills
Bloomberg, Investment Banking, Equities, Equity Research, Fixed Income, Securities, Capital Markets, FINRA, Financial Markets, Equity Valuation
Education
New York University 1976 — 1980
BA, Journalism, Political Science
Rye Presbyterian Church January 2012 - Present
Clay Art Center February 2011 - October 2011
Cardinal Capital Management, L.L.C. 1995 - 1997
Neuberger Berman 1991 - 1993
OppenheimerFunds 1989 - 1991
First Boston Corporation 1987 - 1989
Goldman Sachs 1983 - 1985
Bell Laboratories 1982 - 1983
Skills
Mergers & Acquisitions, Equities, Finance, Mutual Funds, Management, Emerging Markets, Hedge Funds, Equity Research, Alternative Investments, Valuation, Portfolio Management, Team Management, Investment Management, Project Management
Education
The Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA), Finance
Columbia University 1979 — 1982
Bachelor of Applied Science (BASc), Chemical Engineering
University of Colorado at Boulder 1978 — 1979
Chemical Engineering
Direct Brands (Columbia House & Doubleday) 1990 - 1999
Chemical Bank 1989 - 1990
Chemical Bank 1987 - 1989
First Boston Corporation 1986 - 1987
Skills
Income Tax
Education
Fordham University - Graduate School of Business Administration 1988 — 1992
MBA, Accounting
SUNY Binghamton 1982 — 1986
BA, Mathematics
Self - Employed February 1995 - Present
First Boston Corporation February 1983 - May 1987
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Accounting & taxation
Baylor Scott & White Healthcare System January 2005 - Present
Continental Grain Company September 1976 - January 2005
First Boston Corporation September 1986 - December 1988
Skills
Patient Safety, Process Improvement, Visio, Problem Solving, Scheduling, Access, Outlook, PowerPoint, Value Stream Mapping, Excel, Microsoft Office, Lean Manufacturing, Word, Customer Service, Accounts Receivable, Process Scheduler, Microsoft Excel, Microsoft Word, Hospitals, Administration, EHR, Healthcare, Leadership, Software Documentation, Office Management, HIPAA, Healthcare Management, Revenue Cycle, Data Analysis, Troubleshooting, Healthcare Information..., Statistics, Physician Relations, Team Building, Data Entry, PeopleSoft, Project Management, System Administration, Epic Systems, Medicare, JCAHO, Training
Education
Texas A&M University 2012 — 2015
Bachelor’s Degree, Bachelor of Science, Applied Science, Business Administration and Management, General
Temple College 2008 — 2011
Associate of Arts (A.A.), Nursing Education
Faris Computer School Inc 2003 — 2004
Legal Secretary Certification, Law
Educational Testing Service October 2007 - Present
En Unison, Inc. July 2001 - Present
Harris Interactive October 2001 - October 2007
Nesbit Systems, Inc May 1994 - October 2001
CBS, Inc February 1990 - May 1994
First Boston Corporation 1986 - 1990
Merrill Lynch 1983 - 1986
CBS, Inc 1980 - 1983
Health Systems Agency of New York 1978 - 1980
Education
Columbia University in the City of New York 1974 — 1978
MA, Psychology
Alfred University 1971 — 1974
BA, Psychology
Caduceus Partners March 2013 - Present
HealthCare 250 LLC December 2003 - March 2013
Legg Mason Wood Walker, Inc. 1999 - 2003
Sanford C. Bernstein & Co. 1993 - 1998
U.S. HomeCare 1988 - 1991
Prudential-Bache Capital Funding 1987 - 1988
First Boston Corporation 1980 - 1987
Skills
Healthcare, Strategic Planning, Market Research, Business Development, Management Consulting, Competitive Analysis, Management, Strategic Partnerships, Business Strategy, Strategy, Competitive Intelligence, Healthcare Information..., Mergers & Acquisitions, Start-ups, Valuation, Program Management, Leadership, Finance, Private Equity, Feasibility Studies, Investment Research, Health Care Services, Managing Physcian -..., Financial Modeling and..., Medical Care..., Physician Practice..., Ambulatory Care and..., Chronic Care and..., Medical Supply..., Health Care Portfolio..., Service and Program..., Investment Analysis and..., Health Care Industry..., Health Care Information..., Physicians
Education
Harvard Business School
MBA
Princeton University
BA, Politics, Economics
Starfuels October 2014 - Present
Lorna Energy Inc. October 2003 - June 2014
First National Oil Brokers May 1998 - October 2003
United Petroleum Feedstocks Inc. April 1993 - April 1998
Starsupply Petroleum Feedstocks, Inc. December 1984 - April 1993
Poten & Partners September 1983 - November 1984
First Boston Corporation September 1980 - September 1983
Skills
Excel, Word, Research, Writing, Problem Solving, Budgeting, Microsoft Office, Customer Service, Budgets, Risk Management, Commodity, Contract Negotiation, Petroleum, Refining, Business Planning, Commodity Markets
Education
Boston University 1979 — 1980
Master of Arts (M.A.), Economics
Boston University 1976 — 1979
Bachelor of Arts, Economics and Mathematics
Cove Street Capital, LLC July 2011 - Present
Reed, Conner & Birdwell Investment Management 1989 - 2011
Neuberger Berman 1986 - 1989
Bankers Trust 1985 - 1986
First Boston Corporation 1984 - 1985
Education
University of Pennsylvania 1980 — 1984
BA, Economics
London School of Economics 1982 — 1983
Economics
Morgan Stanley 2000 - Present
Nomura Securities January 1990 - October 2000
First Boston Corporation May 1987 - January 1990
US Securities and Exchange Commission January 1984 - April 1987
Skills
Broker-Dealer Compliance, Margin regulations, financial and..., General Compliance, Prime Brokerage, Securities Lending, Firm Funding
Education
New York Law School 1980 — 1983
Doctor of Law (JD), Focus on Business and Finance
Southern Illinois University, Carbondale 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance, General
Bessemer Trust 1999 - Present
Merrill Lynch 1994 - 1999
Morgan Stanley International 1993 - 1993
Banco Popular 1991 - 1992
First Boston Corporation 1989 - 1991
Cravath, Swaine & Moore 1988 - 1989
PaineWebber 1984 - 1987
Skills
Investments, Alternative Investments, Private Equity, Venture Capital, Real Estate, Hedge Funds, Investment Banking, Private Banking, Corporate Finance, Mergers & Acquisitions, Management, Energy, Oil & Gas, Infrastructure, Wealth Management, Family Office, Equities, Due Diligence, Valuation, Finance, Asset Management
Education
Columbia Business School 1992 — 1994
MBA, Finance, International Business
Duke University 1984 — 1988
AB, Political Science, Comparative Area Studies (Western Europe and East Asia)
Marvin & Palmer Associates, Inc April 1987 - Present
First Boston Corporation June 1972 - April 1987
Education
Wharton Business School 1967 — 1968
MBA, Finance
University of Pennsylvania 1959 — 1963
BA, Philosophy
N/A 2009 - Present
Brown Brothers Harriman October 1981 - April 2009
Major Manufacturing Co. 1977 - 1981
First Boston Corporation 1973 - 1976
First Boston Corporation 1971 - 1973
Skills
SDLC, Change Management, Microsoft Office, Financial Services, Risk Management, Business Analysis, Banking, Vendor Management, Equities, Requirements Analysis, Fixed Income, Process Improvement, Trading
Education
Pace University 1972 — 1974
Finance, General
St. Joseph's College 1967 — 1971
BA, Mathematics
Wells Fargo Securities June 2012 - Present
Barclays Capital February 1999 - June 2012
Goldman Sachs March 1993 - February 1999
First Boston Corporation January 1985 - March 1993
Education
University of Rochester 1981 — 1982
Master of Business Administration (MBA), Economics
State University of New York College at Oneonta 1978 — 1980
Bachelor of Science (BS), Economics/Statistics
The Partnership for After School Education (PASE) January 2010 - Present
Bank Street College of Education 2011 - Present
UNR Asbetos-Disease Claims Trust 2001 - Present
Fund for the City of New York October 1992 - October 1995
First Boston Corporation September 1984 - March 1992
Skills
Non-profits, Program Development, Teaching, Grant Writing, Community Outreach, Non-profit..., Public Speaking, Fundraising, Staff Development, Grants, Curriculum Development, Program Evaluation, Volunteer Management, Curriculum Design, Youth Development, Research, Leadership Development, Philanthropy, Event Planning, Community Development, Higher Education, Nonprofits, Organizational..., Editing, Qualitative Research, Strategic Planning, Student Affairs, Board Development, Career Counseling, Workshop Facilitation, Social Networking, Policy Analysis, Proposal Writing, Event Management, Educational Leadership, Leadership, Community Organizing, Board Relations
Education
Columbia University 1982 — 1984
Master of Business Administration (MBA), Finance/Accounting
Smith College 1976 — 1980
AB, Economics
Everbank, EFHutton, First Boston,Continental Bank September 1969 - Present
EF Hutton January 1980 - July 1987
First Boston Corporation January 1975 - January 1980
Skills
Investment Banking, Valuation, Corporate Finance, Equities, Capital Markets, Financial Analysis, Derivatives, Fixed Income, Risk Management, Private Equity
Education
Miami University 1964 — 1969
bs, mba, finance economics
none
Doubleday Book and Music Clubs, Inc. 1990 - 1999
Chemical Bank 1989 - 1990
Chemical Bank 1988 - 1989
First Boston Corporation October 1986 - May 1988
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
Master of Business Administration (MBA), Accounting
State University of New York at Binghamton 1982 — 1986
Bachelor of Arts (BA), Mathematics