Shearson Lehman
Description
Address: 767 5th Ave, New York, NY 10153Place name: Category: Hours: Website: : Phone: : : : : : Category: Attorney Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Shearson Lehman Hutton Inc Posting publicly on the Web Write a review Reviews Be the first to review
Shearson Lehman List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Shearson Lehman. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Shearson Lehman Employees
Employee
Years
Job
Industry
Maria Szalay Maria Szalay's Shearson Lehman Experience 1989 - 1991
Job Chief Operating Officer & CoFounder at Pansophic Learning LLC
Industry E-Learning
Experience
Pansophic Learning LLC June 2014 - Present
K12 March 2006 - May 2014
K12 Inc. April 2001 - February 2006
Operon Partners April 1999 - April 2001
Telecom New Zealand May 1995 - April 1999
KPMG - ICE Practice June 1992 - April 1995
Shearson Lehman 1989 - 1991
Skills
Product Management, Product Marketing, Product Development, Business Strategy, Strategic Planning, Leadership, Strategic Partnerships, E-Learning, Program Management, Cross-functional Team..., Training, Start-ups, Strategy, Marketing, Process Improvement, Team Building, Market Research, Business Development, Management Consulting, Management, Project Management
Education
American University - Kogod School of Business 1990 — 1992
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1984 — 1988
BS/BA
Pansophic Learning LLC June 2014 - Present
K12 March 2006 - May 2014
K12 Inc. April 2001 - February 2006
Operon Partners April 1999 - April 2001
Telecom New Zealand May 1995 - April 1999
KPMG - ICE Practice June 1992 - April 1995
Shearson Lehman 1989 - 1991
Skills
Product Management, Product Marketing, Product Development, Business Strategy, Strategic Planning, Leadership, Strategic Partnerships, E-Learning, Program Management, Cross-functional Team..., Training, Start-ups, Strategy, Marketing, Process Improvement, Team Building, Market Research, Business Development, Management Consulting, Management, Project Management
Education
American University - Kogod School of Business 1990 — 1992
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1984 — 1988
BS/BA
Kimberley Lorden Kimberley Lorden's Shearson Lehman Experience 1986 - 1988
Job Cofounder, Ambleside School of Colorado
Industry Education Management
Experience
Ambleside School 2010 - Present
US Congress 1989 - 1995
Shearson Lehman 1986 - 1988
Skills
Entrepreneurship
Education
University of Denver 1987 — 1988
Master of Business Administration (MBA), Finance
University of Denver 1984 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Ambleside School 2010 - Present
US Congress 1989 - 1995
Shearson Lehman 1986 - 1988
Skills
Entrepreneurship
Education
University of Denver 1987 — 1988
Master of Business Administration (MBA), Finance
University of Denver 1984 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Gerard Roggemann Gerard Roggemann's Shearson Lehman Experience 1987 - 1990
Job Coordinator at Holy Innocents Religious Education
Industry Education Management
Experience
Holy Innocents Religious Education September 2005 - Present
UBS 2004 - 2005
ABN AMRO Asset Management (Guernsey) Limited 2003 - 2004
ING 2000 - 2002
Furman Selz 1990 - 2000
Shearson Lehman 1987 - 1990
EF Hutton 1986 - 1987
Troster Singer 1984 - 1986
Englander Marino 1984 - 1984
Genovese Drugs 1976 - 1984
Skills
Prime Brokerage, Mutual Funds, Equities, Portfolio Management, Fixed Income, Institutional, Asset Managment
Education
Baruch College 1971 — 1976
BA, English
Bishop Loughlin 1967 — 1971
Holy Innocents Religious Education September 2005 - Present
UBS 2004 - 2005
ABN AMRO Asset Management (Guernsey) Limited 2003 - 2004
ING 2000 - 2002
Furman Selz 1990 - 2000
Shearson Lehman 1987 - 1990
EF Hutton 1986 - 1987
Troster Singer 1984 - 1986
Englander Marino 1984 - 1984
Genovese Drugs 1976 - 1984
Skills
Prime Brokerage, Mutual Funds, Equities, Portfolio Management, Fixed Income, Institutional, Asset Managment
Education
Baruch College 1971 — 1976
BA, English
Bishop Loughlin 1967 — 1971
Jerry Kaplan's Shearson Lehman Experience January 1986 - December 1995
Job Vice President Investments, Retirement Plan Consultant
Industry Financial Services
Experience
Raymond James February 1996 - Present
Shearson Lehman January 1986 - December 1995
Education
University of South Florida 1959 — 1963
BA English Literature
Raymond James February 1996 - Present
Shearson Lehman January 1986 - December 1995
Education
University of South Florida 1959 — 1963
BA English Literature
ed bougas ed bougas's Shearson Lehman Experience September 1980 - September 1997
Job advisor
Industry Banking
Experience
Citigroup Global Markets Inc. September 2000 - Present
Chase November 1997 - August 2000
Shearson Lehman September 1980 - September 1997
Skills
Wealth Management, Portfolio Management, Investment Advisory, Strategic Financial..., Banking, Management, Investments, Risk Management, Financial Analysis, Finance, Financial Risk, Investment Banking, Financial Modeling, Capital Markets
Education
Fairleigh Dickinson University 1965 — 1969
Bachelor of Science (BS), Finance, General
Citigroup Global Markets Inc. September 2000 - Present
Chase November 1997 - August 2000
Shearson Lehman September 1980 - September 1997
Skills
Wealth Management, Portfolio Management, Investment Advisory, Strategic Financial..., Banking, Management, Investments, Risk Management, Financial Analysis, Finance, Financial Risk, Investment Banking, Financial Modeling, Capital Markets
Education
Fairleigh Dickinson University 1965 — 1969
Bachelor of Science (BS), Finance, General
Abbas Khoshnevissan Abbas Khoshnevissan's Shearson Lehman Experience 1987 - 1989
Job Managing Director Investments at Wells Fargo Advisors, LLC, Premier Advisor, Chairman's Council
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2008 - Present
UBS Wealth Management May 2001 - January 2008
Bear Stearns April 1991 - May 2001
Donaldson, Lufkin & Jenrette April 1989 - April 1991
Shearson Lehman 1987 - 1989
Education
San Jose State University
Masters, Economics
Wells Fargo Advisors, LLC January 2008 - Present
UBS Wealth Management May 2001 - January 2008
Bear Stearns April 1991 - May 2001
Donaldson, Lufkin & Jenrette April 1989 - April 1991
Shearson Lehman 1987 - 1989
Education
San Jose State University
Masters, Economics
Sheryl Haft Flug Sheryl Haft Flug's Shearson Lehman Experience 1986 - 1988
Job Founder & Educator, Kids Engineer!
Industry Primary/Secondary Education
Experience
Kids Engineer! 2010 - Present
Free Arts NYC August 2010 - December 2010
The Brearley School September 2000 - June 2010
Warner Bros. Studios 1990 - 1993
Gear Kids 1988 - 1990
Shearson Lehman 1986 - 1988
Education
National Center for Technological Literacy, Museum of Science, Boston 2010 — 2011
Professional Development, Engineering is Elementary
Cornell University 1982 — 1986
BS, Design & Environmental Analysis
Kids Engineer! 2010 - Present
Free Arts NYC August 2010 - December 2010
The Brearley School September 2000 - June 2010
Warner Bros. Studios 1990 - 1993
Gear Kids 1988 - 1990
Shearson Lehman 1986 - 1988
Education
National Center for Technological Literacy, Museum of Science, Boston 2010 — 2011
Professional Development, Engineering is Elementary
Cornell University 1982 — 1986
BS, Design & Environmental Analysis
Gloria Tenewitz Gloria Tenewitz's Shearson Lehman Experience July 1979 - October 1984
Job Enrollment Coordinator
Industry Education Management
Experience
Eastern Christian School Association March 2014 - Present
Eastern Christian School August 1994 - March 2014
Federbusch & Fiedler, Attorneys at Law 1993 - 1994
Shearson Lehman July 1979 - October 1984
Fiat Distributers Inc. March 1974 - June 1979
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Event Planning, Outlook, Editing, Social Media, Administrative..., Leadership, Microsoft Office, Marketing, Nonprofits, Management, Facebook
Education
Bergen Community College 2002 — 2002
Certificate, All Aspects of Microsoft Office - Word, Excel, PowerPoint, Access, 4.0
Emerson Jr-Sr High School
Eastern Christian School Association March 2014 - Present
Eastern Christian School August 1994 - March 2014
Federbusch & Fiedler, Attorneys at Law 1993 - 1994
Shearson Lehman July 1979 - October 1984
Fiat Distributers Inc. March 1974 - June 1979
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Event Planning, Outlook, Editing, Social Media, Administrative..., Leadership, Microsoft Office, Marketing, Nonprofits, Management, Facebook
Education
Bergen Community College 2002 — 2002
Certificate, All Aspects of Microsoft Office - Word, Excel, PowerPoint, Access, 4.0
Emerson Jr-Sr High School
Tmima Grinvald Tmima Grinvald's Shearson Lehman Experience July 1991 - February 1995
Job Business Coach * Thought Leader * Speaker
Industry Professional Training & Coaching
Experience
The Round Well Coaching and Leadership Development February 2009 - Present
Con Edison February 1995 - August 2004
Shearson Lehman July 1991 - February 1995
MAMRAM - IDF - Israeli Defense Forces 1981 - 1986
Skills
Leadership Development, Public Speaking, Leadership, Coaching, Executive Coaching, Training, Entrepreneurship, Management, Team Building, Strategic Planning, Strategy, Business Development, Small Business, Management Consulting, Team Leadership, Business Process..., Strategy Building, Consulting, Business Coaching, Career Development, Program Management, Employee Engagement, Performance Management, Project Management, Sales, Change Management, Business Analysis, Personal Development, Budgets, Time Management, Workshop Facilitation, Business Planning, Process Improvement, Staff Development, Performance Improvement, Interviews, Life Coaching, Organizational..., Workshops, Talent Developer, Values Alignment, Leading Positive Change, Leading Discussions, Employee Training, Thought Leadership, Motivational Speaking, High Performance..., Life/work Balance, Strategy Creation, Change Champion
Education
New York Institute of Technology 1992 — 1994
MIS, Management Information Systems
iPEC- Institute for Professional Excellence in Coaching 2008 — 2009
Professional Coaching
Bar-Ilan University 1983 — 1986
BA, Business Administration
MAMRAM 1981 — 1986
Israel
Landmark Education 2010 — 2010
Self Expression and Leadership
Ort Technikum 1978 — 1981
Computer Science
The Round Well Coaching and Leadership Development February 2009 - Present
Con Edison February 1995 - August 2004
Shearson Lehman July 1991 - February 1995
MAMRAM - IDF - Israeli Defense Forces 1981 - 1986
Skills
Leadership Development, Public Speaking, Leadership, Coaching, Executive Coaching, Training, Entrepreneurship, Management, Team Building, Strategic Planning, Strategy, Business Development, Small Business, Management Consulting, Team Leadership, Business Process..., Strategy Building, Consulting, Business Coaching, Career Development, Program Management, Employee Engagement, Performance Management, Project Management, Sales, Change Management, Business Analysis, Personal Development, Budgets, Time Management, Workshop Facilitation, Business Planning, Process Improvement, Staff Development, Performance Improvement, Interviews, Life Coaching, Organizational..., Workshops, Talent Developer, Values Alignment, Leading Positive Change, Leading Discussions, Employee Training, Thought Leadership, Motivational Speaking, High Performance..., Life/work Balance, Strategy Creation, Change Champion
Education
New York Institute of Technology 1992 — 1994
MIS, Management Information Systems
iPEC- Institute for Professional Excellence in Coaching 2008 — 2009
Professional Coaching
Bar-Ilan University 1983 — 1986
BA, Business Administration
MAMRAM 1981 — 1986
Israel
Landmark Education 2010 — 2010
Self Expression and Leadership
Ort Technikum 1978 — 1981
Computer Science
Maggie Kelly's Shearson Lehman Experience 1987 - 1993
Job SVP Director of Institutional Advancement at Notre Dame High School
Industry Education Management
Experience
Notre Dame High School August 2015 - Present
Princeton Academy of the Sacred Heart July 2013 - August 2015
Princeton Academy of the Sacred Heart January 2012 - June 2013
The Pennington School September 2007 - January 2012
The Pine School September 2005 - June 2006
Prudential Securitites 1999 - 2001
Prudential Securities February 1993 - November 1999
Shearson Lehman 1987 - 1993
E. F. Hutton 1981 - 1987
Skills
Fundraising, Volunteer Management, Nonprofits, Annual Giving, Strategic Planning, Public Speaking, Event Planning, Leadership Development, Philanthropy, Marketing, Stewardship, Leadership, Program Development, Staff Development, Alumni Relations, Coaching, Non-profits, Grant Writing, Community Outreach, Social Media, Event Management, Management, Higher Education, Microsoft Word, Editing, Non-profit..., Public Relations, Team Building, Marketing Communications, Board Development, Research, Customer Service, Microsoft Excel, Sales, Marketing Strategy, Press Releases, Budgets, Program Management, Strategic Communications, Organizational..., Training, Planned Giving
Education
George Mason University 1978 — 1981
BA, Psychology
Notre Dame High School August 2015 - Present
Princeton Academy of the Sacred Heart July 2013 - August 2015
Princeton Academy of the Sacred Heart January 2012 - June 2013
The Pennington School September 2007 - January 2012
The Pine School September 2005 - June 2006
Prudential Securitites 1999 - 2001
Prudential Securities February 1993 - November 1999
Shearson Lehman 1987 - 1993
E. F. Hutton 1981 - 1987
Skills
Fundraising, Volunteer Management, Nonprofits, Annual Giving, Strategic Planning, Public Speaking, Event Planning, Leadership Development, Philanthropy, Marketing, Stewardship, Leadership, Program Development, Staff Development, Alumni Relations, Coaching, Non-profits, Grant Writing, Community Outreach, Social Media, Event Management, Management, Higher Education, Microsoft Word, Editing, Non-profit..., Public Relations, Team Building, Marketing Communications, Board Development, Research, Customer Service, Microsoft Excel, Sales, Marketing Strategy, Press Releases, Budgets, Program Management, Strategic Communications, Organizational..., Training, Planned Giving
Education
George Mason University 1978 — 1981
BA, Psychology
Jim Mitchell Jim Mitchell's Shearson Lehman Experience 1986 - 1986
Job Chief Sales and Marketing Officer at Enrich, LLC
Industry Telecommunications
Experience
Enrich, LLC January 2015 - Present
Emergency Visions May 2012 - December 2014
ILD Corp. 2010 - March 2012
Idology, Inc. 2007 - 2010
Procuri Incorporated 2001 - 2006
Mpower Communications 1998 - 2001
MCI Communications 1990 - 1998
Oak Value Partners 1987 - 1990
Shearson Lehman 1986 - 1986
Price Waterhouse 1983 - 1985
Skills
SaaS, Management, Competitive Analysis, Sales, Strategy, Business Development, Leadership, Business Strategy, Lead Generation, Strategic Planning, Mergers & Acquisitions, New Business Development, Marketing Strategy, Entrepreneurship, Enterprise Software, Salesforce.com, Business Planning, P&L Management, Sales Management, Cloud Computing, Contract Negotiation, Start-ups, Product Management, Professional Services, Telecommunications
Education
Duke University - Fuqua School of Business 1985 — 1987
Master of Business Administration, Financial and International Business
Bucknell University 1979 — 1983
Bachelor of Science, Business Administration
Enrich, LLC January 2015 - Present
Emergency Visions May 2012 - December 2014
ILD Corp. 2010 - March 2012
Idology, Inc. 2007 - 2010
Procuri Incorporated 2001 - 2006
Mpower Communications 1998 - 2001
MCI Communications 1990 - 1998
Oak Value Partners 1987 - 1990
Shearson Lehman 1986 - 1986
Price Waterhouse 1983 - 1985
Skills
SaaS, Management, Competitive Analysis, Sales, Strategy, Business Development, Leadership, Business Strategy, Lead Generation, Strategic Planning, Mergers & Acquisitions, New Business Development, Marketing Strategy, Entrepreneurship, Enterprise Software, Salesforce.com, Business Planning, P&L Management, Sales Management, Cloud Computing, Contract Negotiation, Start-ups, Product Management, Professional Services, Telecommunications
Education
Duke University - Fuqua School of Business 1985 — 1987
Master of Business Administration, Financial and International Business
Bucknell University 1979 — 1983
Bachelor of Science, Business Administration
Randy Thatcher's Shearson Lehman Experience 1996 - 2001
Job Senior MLO at Southeast Mortgage of Georgia, Inc
Industry Real Estate
Experience
Southeast Mortgage June 2006 - Present
Shearson Lehman 1996 - 2001
United States Marine Corps February 1974 - May 1985
Skills
VA loans, Refinance, FHA, Sales Management, Loan Origination, USDA, Reverse Mortgages, Condos, Vacation Homes, Real Estate Transactions, Short Sales, Loans, Mortgage Lending, Property, Construction Loans, FHA financing, Real Estate Financing, Residential Homes, Foreclosures, Residential Mortgages, Investors, Real Estate Economics, Government Loans, 1031 Exchanges, REO, Sales, Certified Mortgage..., Credit, Underwriting, HUD, Selling, Investment Properties, Real Estate, Mortgage Banking, Single Family Homes, Referrals, Sellers, Real Property, Relocation, First Time Home Buyers, Move Up Buyers, SFR, New Home Sales, Mortgage Underwriting, Brokerage, Investments, New Homes, Loss Mitigation, Income Properties, Relocation Buyers
Education
Channel Islands High School, Oxnard California 1966-1969 1966 — 1998
The ususal government approved education.
Kansas State University 1969 — 1973
BA, History
Southeast Mortgage June 2006 - Present
Shearson Lehman 1996 - 2001
United States Marine Corps February 1974 - May 1985
Skills
VA loans, Refinance, FHA, Sales Management, Loan Origination, USDA, Reverse Mortgages, Condos, Vacation Homes, Real Estate Transactions, Short Sales, Loans, Mortgage Lending, Property, Construction Loans, FHA financing, Real Estate Financing, Residential Homes, Foreclosures, Residential Mortgages, Investors, Real Estate Economics, Government Loans, 1031 Exchanges, REO, Sales, Certified Mortgage..., Credit, Underwriting, HUD, Selling, Investment Properties, Real Estate, Mortgage Banking, Single Family Homes, Referrals, Sellers, Real Property, Relocation, First Time Home Buyers, Move Up Buyers, SFR, New Home Sales, Mortgage Underwriting, Brokerage, Investments, New Homes, Loss Mitigation, Income Properties, Relocation Buyers
Education
Channel Islands High School, Oxnard California 1966-1969 1966 — 1998
The ususal government approved education.
Kansas State University 1969 — 1973
BA, History
Tom Waters's Shearson Lehman Experience 1986 - 2002
Job Vice President, Treasurer
Industry Building Materials
Experience
Armstrong World Industries May 2008 - Present
Armstrong World Industries 1998 - 2007
Shearson Lehman 1986 - 2002
American Airlines 1994 - 1997
Skills
Mergers, Acquisition Integration, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
MBA, Finance
Binghamton University 1982 — 1986
BA, Economics / History
Armstrong World Industries May 2008 - Present
Armstrong World Industries 1998 - 2007
Shearson Lehman 1986 - 2002
American Airlines 1994 - 1997
Skills
Mergers, Acquisition Integration, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
MBA, Finance
Binghamton University 1982 — 1986
BA, Economics / History
Mary Anne Poatsy Mary Anne Poatsy's Shearson Lehman Experience September 1985 - February 1989
Job Experienced author, college professor and financial planner
Industry Higher Education
Experience
Pearson/Prentice Hall August 2000 - Present
Montgomery County Community College September 1997 - Present
Pearson Education 1997 - Present
Grand View Hospital Board of Trustees November 1994 - Present
Shearson Lehman September 1985 - February 1989
Skills
Higher Education, Educational Technology, Books, Teaching, Public Speaking, Strategic Planning, E-Learning, Classroom, Publishing, Teacher Training, Proofreading, Leadership Development, Fundraising, Instructional Design, Content Development, Adult Education, Leadership
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Masters of Business Administration, Finance, General
Mount Holyoke College 1976 — 1980
BA, Psychology/Education
Pearson/Prentice Hall August 2000 - Present
Montgomery County Community College September 1997 - Present
Pearson Education 1997 - Present
Grand View Hospital Board of Trustees November 1994 - Present
Shearson Lehman September 1985 - February 1989
Skills
Higher Education, Educational Technology, Books, Teaching, Public Speaking, Strategic Planning, E-Learning, Classroom, Publishing, Teacher Training, Proofreading, Leadership Development, Fundraising, Instructional Design, Content Development, Adult Education, Leadership
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Masters of Business Administration, Finance, General
Mount Holyoke College 1976 — 1980
BA, Psychology/Education
Seema Chaturvedi's Shearson Lehman Experience 1993 - 1993
Job Managing Director at Accelerator Group
Industry Investment Banking
Experience
Accelerator Group 2002 - Present
Amherst Partners 1996 - 2002
Shearson Lehman 1993 - 1993
JM Morgan Stanley 1990 - 1992
Skills
Private Equity, Mergers, Investment Banking, Valuation, Due Diligence, Corporate Finance, Capital Markets, LBO, Private Placements, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Development, M&A experience, Business Strategy, Investments, Mergers & Acquisitions
Education
Boston College
Master's, Finance
Lady Shri Ram College, Delhi University
Bachelor of Arts (B.A.), Economics (Honors)
MFC
MFC
Accelerator Group 2002 - Present
Amherst Partners 1996 - 2002
Shearson Lehman 1993 - 1993
JM Morgan Stanley 1990 - 1992
Skills
Private Equity, Mergers, Investment Banking, Valuation, Due Diligence, Corporate Finance, Capital Markets, LBO, Private Placements, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Development, M&A experience, Business Strategy, Investments, Mergers & Acquisitions
Education
Boston College
Master's, Finance
Lady Shri Ram College, Delhi University
Bachelor of Arts (B.A.), Economics (Honors)
MFC
MFC
Brent A. Freeman Brent A. Freeman's Shearson Lehman Experience January 1985 - January 1990
Job Merger & Acquisition Advisor
Industry Investment Banking
Experience
The CBB Group, Inc. January 2010 - Present
NESTWORTH, INC November 2008 - July 2009
Homecomings Financial February 1999 - October 2008
GE CAPITAL MORTGAGE SERVICES January 1996 - January 1999
EMERALD MORTGAGE CORP January 1994 - January 1996
First Interstate Bank January 1993 - January 1994
ITT Residential January 1991 - January 1994
BANK OF AMERICA January 1990 - January 1992
SHEARSON LEHMAN January 1985 - January 1990
Skills
Mortgage Lending, Marketing Strategy, Training, Sales Management, Mortgage Banking, Loans, Management, Loan Origination, Credit, Marketing, FHA, Mergers & Acquisitions, Strategy, Leadership, Process Improvement, Underwriting, Investments, Sales
Education
Arizona State University - W. P. Carey School of Business 1975 — 1979
BS, Marketing, Finance
The CBB Group, Inc. January 2010 - Present
NESTWORTH, INC November 2008 - July 2009
Homecomings Financial February 1999 - October 2008
GE CAPITAL MORTGAGE SERVICES January 1996 - January 1999
EMERALD MORTGAGE CORP January 1994 - January 1996
First Interstate Bank January 1993 - January 1994
ITT Residential January 1991 - January 1994
BANK OF AMERICA January 1990 - January 1992
SHEARSON LEHMAN January 1985 - January 1990
Skills
Mortgage Lending, Marketing Strategy, Training, Sales Management, Mortgage Banking, Loans, Management, Loan Origination, Credit, Marketing, FHA, Mergers & Acquisitions, Strategy, Leadership, Process Improvement, Underwriting, Investments, Sales
Education
Arizona State University - W. P. Carey School of Business 1975 — 1979
BS, Marketing, Finance
Chuck Lieberman Chuck Lieberman's Shearson Lehman Experience 1983 - 1986
Job CIO Advisors Capital Management
Industry Investment Management
Experience
Advisors Capital Management 1999 - Present
JPMorgan Chase 1986 - 1997
Shearson Lehman 1983 - 1986
Morgan Stanley 1981 - 1983
Federal Reserve Bank of New York 1979 - 1981
Skills
Equities, Investments, Derivatives
Education
University of Pennsylvania 1970 — 1974
Ph.d., Economics, Finance
Massachusetts Institute of Technology 1966 — 1970
B.S., Economics
Advisors Capital Management 1999 - Present
JPMorgan Chase 1986 - 1997
Shearson Lehman 1983 - 1986
Morgan Stanley 1981 - 1983
Federal Reserve Bank of New York 1979 - 1981
Skills
Equities, Investments, Derivatives
Education
University of Pennsylvania 1970 — 1974
Ph.d., Economics, Finance
Massachusetts Institute of Technology 1966 — 1970
B.S., Economics
Tom Duffy Tom Duffy's Shearson Lehman Experience July 1987 - September 1990
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2011 - Present
T.P. Duffy Research & Consulting LLC March 2007 - July 2011
University of Utah, David Eccles School of Business August 2007 - November 2008
Merrill Lynch September 1990 - March 2007
Shearson Lehman July 1987 - September 1990
Standard & Poor's August 1982 - July 1987
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance / International Business
Gettysburg College 1978 — 1982
BA, Business
Morgan Stanley Wealth Management July 2011 - Present
T.P. Duffy Research & Consulting LLC March 2007 - July 2011
University of Utah, David Eccles School of Business August 2007 - November 2008
Merrill Lynch September 1990 - March 2007
Shearson Lehman July 1987 - September 1990
Standard & Poor's August 1982 - July 1987
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance / International Business
Gettysburg College 1978 — 1982
BA, Business
Debra Adler Debra Adler's Shearson Lehman Experience October 1990 - February 1993
Job Need Help Finding and Managing Your Home?
Industry Real Estate
Experience
Janet Adler Realty, Ltd. June 2008 - Present
Bradley Woods & Co., Ltd. October 2004 - February 2010
H. C. Wainwright & Co. February 2001 - September 2004
Computer Consultant March 2000 - February 2001
Muriel Siebert & Co., Inc. March 1996 - February 2000
Shearson Lehman October 1990 - February 1993
Gruntal & Co. February 1990 - August 1990
Baron Capital September 1986 - January 1990
Marke Communications November 1983 - August 1986
Skills
Marketing, Advertising, Team Building, Strategic Planning, Training, Public Speaking, Retail, Strategy, Management, Sales, Business Strategy, Program Management, Entrepreneurship, Event Planning, Research, Marketing Communications, Marketing Strategy
Education
American University - Kogod School of Business 1979 — 1983
Bachelors of Science, Marketing
New Rochelle High School 1976 — 1979
Trinity School
Janet Adler Realty, Ltd. June 2008 - Present
Bradley Woods & Co., Ltd. October 2004 - February 2010
H. C. Wainwright & Co. February 2001 - September 2004
Computer Consultant March 2000 - February 2001
Muriel Siebert & Co., Inc. March 1996 - February 2000
Shearson Lehman October 1990 - February 1993
Gruntal & Co. February 1990 - August 1990
Baron Capital September 1986 - January 1990
Marke Communications November 1983 - August 1986
Skills
Marketing, Advertising, Team Building, Strategic Planning, Training, Public Speaking, Retail, Strategy, Management, Sales, Business Strategy, Program Management, Entrepreneurship, Event Planning, Research, Marketing Communications, Marketing Strategy
Education
American University - Kogod School of Business 1979 — 1983
Bachelors of Science, Marketing
New Rochelle High School 1976 — 1979
Trinity School
Mitch Schindler Mitch Schindler's Shearson Lehman Experience January 1987 - January 1989
Job at Barclays Capital
Industry Financial Services
Experience
Barclays Capital June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers January 1995 - January 2008
Lehman Brothers January 1994 - January 1995
JP Morgan 1991 - 1993
First Boston January 1989 - January 1991
First Boston 1989 - 1990
Shearson Lehman January 1987 - January 1989
Skills
Equities, Business Requirements, Business Analysis, Hedge Funds, Trading Systems, Options, Back Office, Financial Services, Requirements Analysis, Prime Brokerage, Securities, Sybase, SQL, Business Process, Settlement
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
MBA, Information Technology
Baruch CollegeNew
M.B.A, Information Science
Brooklyn College
B.A, History
Pirchei Shoshanim
Pirchei Shoshanim
yeshiva pirchei shoshanim
Barclays Capital June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers January 1995 - January 2008
Lehman Brothers January 1994 - January 1995
JP Morgan 1991 - 1993
First Boston January 1989 - January 1991
First Boston 1989 - 1990
Shearson Lehman January 1987 - January 1989
Skills
Equities, Business Requirements, Business Analysis, Hedge Funds, Trading Systems, Options, Back Office, Financial Services, Requirements Analysis, Prime Brokerage, Securities, Sybase, SQL, Business Process, Settlement
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
MBA, Information Technology
Baruch CollegeNew
M.B.A, Information Science
Brooklyn College
B.A, History
Pirchei Shoshanim
Pirchei Shoshanim
yeshiva pirchei shoshanim
Baba Prasad's Shearson Lehman Experience 1991 - 1992
Job CEO, Vivékin Group (Strategy Consultants), Chapel Hill, NC, USA, & Hyderabad, India; Author of Nimble
Industry Management Consulting
Experience
Vivékin Group April 2007 - Present
IIIT Hyderabad January 2011 - Present
Wharton Financial Institutions Center, The Wharton School August 1997 - Present
Carlson School of Management, University of Minnesota June 1999 - June 2002
Krannert School of Management, Purdue University August 1997 - January 1999
JP Morgan 1992 - 1993
Shearson Lehman 1991 - 1992
Skills
Venture Capital, Analytics, IT Strategy, Management, Project Management, Entrepreneurship, Business Strategy, Start-ups, Business Development, Strategy, Cross-functional Team..., Management Consulting, Software Development, E-commerce, Program Management, Team Leadership
Education
Wharton School, University of Pennsylvania 1993 — 1997
Ph.D.
Kansas State University 1989 — 1991
MS
Dartmouth College 1988 — 1989
University of Hyderabad 1986 — 1988
M.Tech.
Indian Institute of Science 1981 — 1984
BS
St. Joseph's College, Bangalore 1978 — 1981
Bachelor of Science (BSc)
St. Joseph's Indian High School, Bangalore 1975 — 1976
St. Xavier's High School, Vile Parle, Mumbai 1970 — 1976
Vivékin Group April 2007 - Present
IIIT Hyderabad January 2011 - Present
Wharton Financial Institutions Center, The Wharton School August 1997 - Present
Carlson School of Management, University of Minnesota June 1999 - June 2002
Krannert School of Management, Purdue University August 1997 - January 1999
JP Morgan 1992 - 1993
Shearson Lehman 1991 - 1992
Skills
Venture Capital, Analytics, IT Strategy, Management, Project Management, Entrepreneurship, Business Strategy, Start-ups, Business Development, Strategy, Cross-functional Team..., Management Consulting, Software Development, E-commerce, Program Management, Team Leadership
Education
Wharton School, University of Pennsylvania 1993 — 1997
Ph.D.
Kansas State University 1989 — 1991
MS
Dartmouth College 1988 — 1989
University of Hyderabad 1986 — 1988
M.Tech.
Indian Institute of Science 1981 — 1984
BS
St. Joseph's College, Bangalore 1978 — 1981
Bachelor of Science (BSc)
St. Joseph's Indian High School, Bangalore 1975 — 1976
St. Xavier's High School, Vile Parle, Mumbai 1970 — 1976
Mike Temple's Shearson Lehman Experience February 1986 - November 1987
Job Consultant at Temple Health Solutions
Industry Health, Wellness and Fitness
Experience
Temple Health Solutions September 2010 - Present
Self-employed June 1981 - September 2013
Shearson Lehman February 1986 - November 1987
US Navy September 1974 - December 1977
United States Air Force July 1968 - July 1972
Marvel Cave Park June 1966 - September 1967
Skills
Public Speaking, Wellness, Social Media, Marketing, Healthcare, Wellness Coaching, Pain Management, Sports Injuries
Education
Palmer College of Chiropractic 1978 — 1981
DC, Chiropractic
Wright State University 1972 — 1974
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies, 3.77
University of Maryland College Park 1969 — 1970
None, Liberal Arts and Sciences, General Studies and Humanities
N E Missouri State Teachers College 1967 — 1968
None, Accounting and Business/Management
Abraham Lincoln High School 1963 — 1966
Diploma, Pre-College
Temple Health Solutions September 2010 - Present
Self-employed June 1981 - September 2013
Shearson Lehman February 1986 - November 1987
US Navy September 1974 - December 1977
United States Air Force July 1968 - July 1972
Marvel Cave Park June 1966 - September 1967
Skills
Public Speaking, Wellness, Social Media, Marketing, Healthcare, Wellness Coaching, Pain Management, Sports Injuries
Education
Palmer College of Chiropractic 1978 — 1981
DC, Chiropractic
Wright State University 1972 — 1974
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies, 3.77
University of Maryland College Park 1969 — 1970
None, Liberal Arts and Sciences, General Studies and Humanities
N E Missouri State Teachers College 1967 — 1968
None, Accounting and Business/Management
Abraham Lincoln High School 1963 — 1966
Diploma, Pre-College
Dr.Cedric J. Franklin Dr.Cedric J. Franklin's Shearson Lehman Experience 1990 - 1998
Job CEO at Stanfield Global
Industry Management Consulting
Experience
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
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
Angela Hebert's Shearson Lehman Experience December 1986 - June 1989
Job Vice President, Citigroup Global Markets Inc. Institutional Client Group at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citigroup June 1999 - December 2012
Smith Barney Shearson July 1989 - March 1995
Shearson Lehman December 1986 - June 1989
Skills
Trading, Options, Trading Systems, Equities, Electronic Trading, Fixed Income, Commodity, Capital Markets, Financial Markets, Series 7, Proprietary Trading, Financial Risk, Equity Trading, Risk Management, Securities, Hedge Funds, Bonds, Finance, Alternative Investments, Bloomberg, Portfolio Management, FX Options, Equity Derivatives, Hedging, Investment Banking
Education
Northwestern University 1984 — 1986
B.A, Economics
Lake Forest College 1982 — 1984
Economics, Mathematics
Citi January 2013 - Present
Citigroup June 1999 - December 2012
Smith Barney Shearson July 1989 - March 1995
Shearson Lehman December 1986 - June 1989
Skills
Trading, Options, Trading Systems, Equities, Electronic Trading, Fixed Income, Commodity, Capital Markets, Financial Markets, Series 7, Proprietary Trading, Financial Risk, Equity Trading, Risk Management, Securities, Hedge Funds, Bonds, Finance, Alternative Investments, Bloomberg, Portfolio Management, FX Options, Equity Derivatives, Hedging, Investment Banking
Education
Northwestern University 1984 — 1986
B.A, Economics
Lake Forest College 1982 — 1984
Economics, Mathematics
M Katherine (Katie) Pieper M Katherine (Katie) Pieper's Shearson Lehman Experience April 1989 - August 1992
Job Managing Principal at Unionview Investment Group LLC
Industry Financial Services
Experience
Unionview Investment Group LLC August 2009 - Present
Morgan Stanley Smith Barney February 2000 - August 2009
Smith Barney/Salomon Smith Barney September 1992 - January 2000
Shearson Lehman April 1989 - August 1992
Alex. Brown & Sons June 1987 - February 1989
First Albany Corp. May 1986 - May 1987
Education
Seattle University 1991 — 1994
MS, Finance
University of Tennessee-Knoxville 1979 — 1983
BA, Political Science
Unionview Investment Group LLC August 2009 - Present
Morgan Stanley Smith Barney February 2000 - August 2009
Smith Barney/Salomon Smith Barney September 1992 - January 2000
Shearson Lehman April 1989 - August 1992
Alex. Brown & Sons June 1987 - February 1989
First Albany Corp. May 1986 - May 1987
Education
Seattle University 1991 — 1994
MS, Finance
University of Tennessee-Knoxville 1979 — 1983
BA, Political Science
Cindy Schumacher Cindy Schumacher's Shearson Lehman Experience August 1986 - August 1990
Job Experienced Sales Professional
Industry Staffing and Recruiting
Experience
Trada.com September 2011 - September 2012
Enpointe Global Services November 2008 - January 2010
Chevy Chase Bank March 2007 - October 2007
Entrust Mortgage March 2003 - March 2007
Quick and Reilly January 1995 - January 1999
Shearson Lehman August 1986 - August 1990
Skills
Salesforce.com, CRM, Sales, Business Development, Management, Training, Sales Management, Entrepreneurship, E-commerce, Cold Calling, Coaching, Employee Training, Time Management, Public Speaking, Direct Sales, Lead Generation, Sales Process, Marketing, Selling, Account Management, SEM
Education
University of California, Santa Barbara 1982 — 1986
BA, Economics, English Literature, Political Science
Trada.com September 2011 - September 2012
Enpointe Global Services November 2008 - January 2010
Chevy Chase Bank March 2007 - October 2007
Entrust Mortgage March 2003 - March 2007
Quick and Reilly January 1995 - January 1999
Shearson Lehman August 1986 - August 1990
Skills
Salesforce.com, CRM, Sales, Business Development, Management, Training, Sales Management, Entrepreneurship, E-commerce, Cold Calling, Coaching, Employee Training, Time Management, Public Speaking, Direct Sales, Lead Generation, Sales Process, Marketing, Selling, Account Management, SEM
Education
University of California, Santa Barbara 1982 — 1986
BA, Economics, English Literature, Political Science
William J. Walsh, CFP® William J. Walsh, CFP®'s Shearson Lehman Experience April 1989 - November 1990
Job Senior Vice President / Division Head of Wealth Management at Eastern Bank
Industry Financial Services
Experience
Eastern Bank February 2012 - Present
Boston University January 1996 - Present
Weston Financial July 2009 - December 2011
Bank of America / US Trust/ Fleet Boston Financial January 2003 - June 2009
Fleet Private Clients Group September 2001 - January 2003
Security First Group / MetLife January 1998 - September 2001
Holden Financial / Security First Group November 1990 - January 1998
Shearson Lehman April 1989 - November 1990
Skills
Sales Management, Wealth Management, Financial Planning, Strategic Financial...
Education
Boston University 1994 — 1996
Diploma, Financial Planning
Salem State University 1980 — 1984
BSBA, Business Administration
Eastern Bank February 2012 - Present
Boston University January 1996 - Present
Weston Financial July 2009 - December 2011
Bank of America / US Trust/ Fleet Boston Financial January 2003 - June 2009
Fleet Private Clients Group September 2001 - January 2003
Security First Group / MetLife January 1998 - September 2001
Holden Financial / Security First Group November 1990 - January 1998
Shearson Lehman April 1989 - November 1990
Skills
Sales Management, Wealth Management, Financial Planning, Strategic Financial...
Education
Boston University 1994 — 1996
Diploma, Financial Planning
Salem State University 1980 — 1984
BSBA, Business Administration
James Copeland AIA's Shearson Lehman Experience 1984 - February 1987
Job Founder, Architect and Managing Member of HUDSON DESIGN Architecture & Construction Management PLLC
Industry Architecture & Planning
Experience
Hudson Design Architecture & Construction Mgmt. PLLC 1987 - Present
Hudson Structures Inc. June 2004 - Present
Shearson Lehman 1984 - February 1987
Croxton Collaborative Architects November 1979 - 1984
Skills
Hospitality, Recreation, Green Building, Renovation, Construction Management, Residential Homes, Mixed-use, Submittals, Construction Drawings, Sustainable Design, Construction, Contract Negotiation, Interior Design, Residential Design, Project Planning, Architectural Design, Architecture, Space planning, Leadership
Education
New York University 1992 — 1993
Graduate Diploma, Construction Management
North Carolina State University 1972 — 1977
BA, Environmental Design in Architecture
Hudson Design Architecture & Construction Mgmt. PLLC 1987 - Present
Hudson Structures Inc. June 2004 - Present
Shearson Lehman 1984 - February 1987
Croxton Collaborative Architects November 1979 - 1984
Skills
Hospitality, Recreation, Green Building, Renovation, Construction Management, Residential Homes, Mixed-use, Submittals, Construction Drawings, Sustainable Design, Construction, Contract Negotiation, Interior Design, Residential Design, Project Planning, Architectural Design, Architecture, Space planning, Leadership
Education
New York University 1992 — 1993
Graduate Diploma, Construction Management
North Carolina State University 1972 — 1977
BA, Environmental Design in Architecture
David A. Jabczenski, CFS®, CAS®, CES® David A. Jabczenski, CFS®, CAS®, CES®'s Shearson Lehman Experience 1991 - 1992
Job SVP, Director of Financial Institutions Group
Industry Investment Management
Experience
Alpha Cubed Investments, LLC February 2015 - Present
J.P. Morgan Chase Bank, N.A. November 2012 - February 2015
BancWest Investment Services July 2010 - November 2012
J.P. Morgan Chase Bank, N.A. 1997 - 2009
J.P. Morgan Chase Bank, N.A. 1993 - 1997
GNA Securities 1992 - 1993
Shearson Lehman 1991 - 1992
Skills
Series 7, Wealth Management, Sales, Banking, Finance, Training, Mutual Funds, Series 63, Portfolio Management, Securities, Relationship Management, Financial Services, Asset Management, Credit, Investments, Retirement Planning, Strategic Financial..., Asset Allocation, Equities, Loans, Credit Analysis, Investment Advisory, Sales Management, Risk Management, Commercial Banking, Commercial Lending, Retirement, Series 24, Fixed Income, Fixed Annuities, Retail Banking
Education
Arizona State University
Business Administration and Management, General
California State University-Fullerton
Financial Planning and Services
College for Financial Planning
Financial Planning and Services
Alpha Cubed Investments, LLC February 2015 - Present
J.P. Morgan Chase Bank, N.A. November 2012 - February 2015
BancWest Investment Services July 2010 - November 2012
J.P. Morgan Chase Bank, N.A. 1997 - 2009
J.P. Morgan Chase Bank, N.A. 1993 - 1997
GNA Securities 1992 - 1993
Shearson Lehman 1991 - 1992
Skills
Series 7, Wealth Management, Sales, Banking, Finance, Training, Mutual Funds, Series 63, Portfolio Management, Securities, Relationship Management, Financial Services, Asset Management, Credit, Investments, Retirement Planning, Strategic Financial..., Asset Allocation, Equities, Loans, Credit Analysis, Investment Advisory, Sales Management, Risk Management, Commercial Banking, Commercial Lending, Retirement, Series 24, Fixed Income, Fixed Annuities, Retail Banking
Education
Arizona State University
Business Administration and Management, General
California State University-Fullerton
Financial Planning and Services
College for Financial Planning
Financial Planning and Services
Rosanne Dolan, MBA, RPA Rosanne Dolan, MBA, RPA's Shearson Lehman Experience November 1988 - July 1989
Job Director, Stable Value Investments Marketing
Industry Financial Services
Experience
RC Squared Consulting January 2013 - June 2015
MetLife October 2008 - July 2012
MetLife July 2006 - October 2008
Aberdeen Asset Management January 2001 - July 2005
Aberdeen Asset Management February 1999 - July 2005
SGI LLC September 1998 - February 1999
Exeter Ltd. August 1989 - August 1998
Shearson Lehman November 1988 - July 1989
Pershing March 1986 - December 1987
Skills
Retirement Plans..., FINRA Series 6, Mutual Funds, Series 7, Insurance, Relationship Management, 401k, Financial Services, Series 63, Pensions, Retirement, Retirement Planning, Marketing Communications, Asset Allocation, Marketing Strategy, Defined Benefit, Marketing, Fixed Annuities, Investments, Wealth Management, Product Marketing, Portfolio Management, Copy Editing, Life Insurance, Sales
Education
Fairleigh Dickinson University-Florham Campus
MBA
Ithaca College
BS
Paul VI Regional High School
RC Squared Consulting January 2013 - June 2015
MetLife October 2008 - July 2012
MetLife July 2006 - October 2008
Aberdeen Asset Management January 2001 - July 2005
Aberdeen Asset Management February 1999 - July 2005
SGI LLC September 1998 - February 1999
Exeter Ltd. August 1989 - August 1998
Shearson Lehman November 1988 - July 1989
Pershing March 1986 - December 1987
Skills
Retirement Plans..., FINRA Series 6, Mutual Funds, Series 7, Insurance, Relationship Management, 401k, Financial Services, Series 63, Pensions, Retirement, Retirement Planning, Marketing Communications, Asset Allocation, Marketing Strategy, Defined Benefit, Marketing, Fixed Annuities, Investments, Wealth Management, Product Marketing, Portfolio Management, Copy Editing, Life Insurance, Sales
Education
Fairleigh Dickinson University-Florham Campus
MBA
Ithaca College
BS
Paul VI Regional High School
Michael Perrino Michael Perrino's Shearson Lehman Experience January 1992 - February 1993
Job First Senior Vice President, Product Management NYCM Insurance
Industry Insurance
Experience
NYCM Insurance January 2003 - Present
British Airways March 1995 - January 2002
JPMorgan Chase February 1993 - March 1995
Shearson Lehman January 1992 - February 1993
Skills
Insurance, Management, Product Management, Team Building, Leadership, Strategic Planning, Risk Management, Product Development, Analytics, Pricing, Public Speaking, Sales, Property & Casualty..., Underwriting, Pricing Strategy, Performance Motivation
Education
University of Wisconsin-Madison - School of Business 2015 — 2015
Executive Development Program, Leadership
Columbia University - Columbia Business School 2013 — 2013
Executive Development Program, Pricing Analytics
The Wharton School, University of Pennsylvania 2013 — 2013
Executive Develpoment Progam, Leadership Development
State University of New York College at Oneonta 2009 — 2010
Certificate of Completion, Organizational & Community Leadership
LIU Post 1987 — 1991
Bachelors, Economics, Business Management
Long Island University, Southampton Campus 1987 — 1988
Bachelor of Arts (BA), Economics
NYCM Insurance January 2003 - Present
British Airways March 1995 - January 2002
JPMorgan Chase February 1993 - March 1995
Shearson Lehman January 1992 - February 1993
Skills
Insurance, Management, Product Management, Team Building, Leadership, Strategic Planning, Risk Management, Product Development, Analytics, Pricing, Public Speaking, Sales, Property & Casualty..., Underwriting, Pricing Strategy, Performance Motivation
Education
University of Wisconsin-Madison - School of Business 2015 — 2015
Executive Development Program, Leadership
Columbia University - Columbia Business School 2013 — 2013
Executive Development Program, Pricing Analytics
The Wharton School, University of Pennsylvania 2013 — 2013
Executive Develpoment Progam, Leadership Development
State University of New York College at Oneonta 2009 — 2010
Certificate of Completion, Organizational & Community Leadership
LIU Post 1987 — 1991
Bachelors, Economics, Business Management
Long Island University, Southampton Campus 1987 — 1988
Bachelor of Arts (BA), Economics
Don McBirney Don McBirney's Shearson Lehman Experience August 1988 - July 1990
Job Currently Seeking New Employment Opportunities / Private Investor / Wealth Advisor
Industry Investment Management
Experience
McBirney Investments July 2013 - August 2015
Sterne Agee August 2012 - July 2013
Oppenheimer & Co. December 2000 - August 2012
Smith Barney October 1994 - December 2000
Lehman Brothers July 1990 - October 1994
Shearson Lehman August 1988 - July 1990
Education
Southern Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Memorial High School
McBirney Investments July 2013 - August 2015
Sterne Agee August 2012 - July 2013
Oppenheimer & Co. December 2000 - August 2012
Smith Barney October 1994 - December 2000
Lehman Brothers July 1990 - October 1994
Shearson Lehman August 1988 - July 1990
Education
Southern Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Memorial High School
Alistair Jacques Alistair Jacques's Shearson Lehman Experience 1986 - 1987
Job CIO Fairview Health Systems
Industry Health, Wellness and Fitness
Experience
Fairview Health Services August 2014 - Present
UnitedHealth Group January 2013 - June 2014
UnitedHealth Group August 2010 - January 2013
UnitedHealth Group 2009 - August 2010
UnitedHealth Group 2003 - 2009
Cargill 1998 - 2003
Cargill 1993 - 1998
Northwest Airlines 1990 - 1993
Ernst & Young 1987 - 1990
Shearson Lehman 1986 - 1987
Education
The University of Manchester 1979 — 1981
Business Studies
Woodhouse Grove School 1969 — 1979
Fairview Health Services August 2014 - Present
UnitedHealth Group January 2013 - June 2014
UnitedHealth Group August 2010 - January 2013
UnitedHealth Group 2009 - August 2010
UnitedHealth Group 2003 - 2009
Cargill 1998 - 2003
Cargill 1993 - 1998
Northwest Airlines 1990 - 1993
Ernst & Young 1987 - 1990
Shearson Lehman 1986 - 1987
Education
The University of Manchester 1979 — 1981
Business Studies
Woodhouse Grove School 1969 — 1979
Mark Velapoldi Mark Velapoldi's Shearson Lehman Experience October 1991 - October 1992
Job Investment Adviser Representative at Primerica
Industry Management Consulting
Experience
Primerica November 2014 - Present
Seatuck Environmental Association 2005 - Present
Actionable Print Solutions, LLC (APS LLC) April 2010 - June 2015
Rotary Club of Bay Shore 2013 - 2014
Surtech LLC 2001 - 2013
DTEKS Business Systems January 2008 - April 2010
Sandmark Enterprises 2001 - 2008
BISYS Fund Services January 1995 - January 2001
Furman Selz October 1992 - January 1995
Shearson Lehman October 1991 - October 1992
Skills
Business Process..., Managed Print Services, Document Management, Document Imaging, Workflow Analysis, Consultative Selling, Process Improvement, Enterprise Content..., Solution Selling, Cost Reduction, ECM, Cost Analysis, Integration, Imaging, Selling, Professional Services, Digital Imaging, Cost Benefit, Cloud Computing, Sales, Analysis, Management, SaaS, Enterprise Software, CRM, New Business Development, Strategic Planning
Education
University at Buffalo 1982 — 1986
BA, Economics, History
Primerica November 2014 - Present
Seatuck Environmental Association 2005 - Present
Actionable Print Solutions, LLC (APS LLC) April 2010 - June 2015
Rotary Club of Bay Shore 2013 - 2014
Surtech LLC 2001 - 2013
DTEKS Business Systems January 2008 - April 2010
Sandmark Enterprises 2001 - 2008
BISYS Fund Services January 1995 - January 2001
Furman Selz October 1992 - January 1995
Shearson Lehman October 1991 - October 1992
Skills
Business Process..., Managed Print Services, Document Management, Document Imaging, Workflow Analysis, Consultative Selling, Process Improvement, Enterprise Content..., Solution Selling, Cost Reduction, ECM, Cost Analysis, Integration, Imaging, Selling, Professional Services, Digital Imaging, Cost Benefit, Cloud Computing, Sales, Analysis, Management, SaaS, Enterprise Software, CRM, New Business Development, Strategic Planning
Education
University at Buffalo 1982 — 1986
BA, Economics, History
Linda L. Peretz Linda L. Peretz's Shearson Lehman Experience 1987 - 1992
Job Licensed Associate Broker at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence June 2005 - Present
Smith Barney Citigroup September 1992 - April 2003
Shearson lehman 1987 - 1992
Goldman Sachs June 1977 - July 1987
Skills
Sellers, Real Estate, Luxury, Real Estate Transactions, National Association of..., Move Up Buyers, ABR, Buyers, First Time Home Buyers, Condos, Single Family Homes, Relocation Buyers, Buyer Representation, Relocation, New Home Sales
Education
New York University 1978 — 1980
MBA, Finance
NYU 1974 — 1976
Master's degree, Near and Middle Eastern Studies
New York University 1969 — 1974
Bachelor's degree, Literature
Houlihan Lawrence June 2005 - Present
Smith Barney Citigroup September 1992 - April 2003
Shearson lehman 1987 - 1992
Goldman Sachs June 1977 - July 1987
Skills
Sellers, Real Estate, Luxury, Real Estate Transactions, National Association of..., Move Up Buyers, ABR, Buyers, First Time Home Buyers, Condos, Single Family Homes, Relocation Buyers, Buyer Representation, Relocation, New Home Sales
Education
New York University 1978 — 1980
MBA, Finance
NYU 1974 — 1976
Master's degree, Near and Middle Eastern Studies
New York University 1969 — 1974
Bachelor's degree, Literature
Jeffrey Woo Jeffrey Woo's Shearson Lehman Experience 1990 - 1990
Job Senior Technology Infrastructure Management and Operations Professional
Industry Information Technology and Services
Experience
North Shore-LIJ Health System September 2014 - Present
Goldman Sachs 2008 - 2014
Goldman Sachs 2000 - 2008
Goldman Sachs 1997 - 2000
Goldman Sachs 1994 - 1997
Goldman Sachs 1990 - 1993
Shearson Lehman 1990 - 1990
Goldman Sachs 1987 - 1989
Skills
Vendor Management, IT Strategy, Risk Management, Trading Systems, Management, Trading, IT Service Management, Leadership, Investment Banking, Business Continuity, Fixed Income, Asset Management, Equities, Financial Services, Process Improvement, Disaster Recovery, Project Management, Strategy, Portfolio Management, Business Development, IT Management, Executive Management, Change Management, Business Process..., Data Center, Market Data, Business Strategy, Business Analysis, Mergers & Acquisitions, Capital Markets, Information Technology, Infrastructure, Derivatives, Banking, Enterprise Architecture, Start-ups, Financial Risk, Supervisory Skills, Private Equity, Management Consulting, Valuation, Financial Markets, Financial Analysis, Emerging Markets, Analysis, Governance, Credit Derivatives, Business Process..., IT Service Delivery, ITIL
Education
Pace University
Bachelor's Degree, Management Information Systems
North Shore-LIJ Health System September 2014 - Present
Goldman Sachs 2008 - 2014
Goldman Sachs 2000 - 2008
Goldman Sachs 1997 - 2000
Goldman Sachs 1994 - 1997
Goldman Sachs 1990 - 1993
Shearson Lehman 1990 - 1990
Goldman Sachs 1987 - 1989
Skills
Vendor Management, IT Strategy, Risk Management, Trading Systems, Management, Trading, IT Service Management, Leadership, Investment Banking, Business Continuity, Fixed Income, Asset Management, Equities, Financial Services, Process Improvement, Disaster Recovery, Project Management, Strategy, Portfolio Management, Business Development, IT Management, Executive Management, Change Management, Business Process..., Data Center, Market Data, Business Strategy, Business Analysis, Mergers & Acquisitions, Capital Markets, Information Technology, Infrastructure, Derivatives, Banking, Enterprise Architecture, Start-ups, Financial Risk, Supervisory Skills, Private Equity, Management Consulting, Valuation, Financial Markets, Financial Analysis, Emerging Markets, Analysis, Governance, Credit Derivatives, Business Process..., IT Service Delivery, ITIL
Education
Pace University
Bachelor's Degree, Management Information Systems
Jeffery Sills, CFP®, ChFC®'s Shearson Lehman Experience 1988 - 1994
Job SVPHead of Advice and Planning, Capital One Investments at Capital One
Industry Financial Services
Experience
Capital One August 2014 - Present
USAA October 2011 - August 2014
USAA December 2009 - September 2011
US Fiduciary 2007 - 2009
Smith Barney 1994 - 2007
Shearson Lehman 1988 - 1994
EF Hutton May 1987 - December 1988
Skills
Business Development, Mutual Funds, Financial Advisory, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 7, Retirement Planning, Strategic Financial..., Investments, Series 63, Securities, Series 65, Alternative Investments, Asset Managment, Investment Strategies, Series 24, Series 8, Portfolio Management, Investment Management, Estate Planning, ETFs, Certified Financial..., Personal Financial..., Asset Management, Fixed Income, Personal Finance, Equities, Financial Planners, Insurance, FINRA, Financial Analysis, Retirement, Uniform Combined State..., Wealth Management..., Private Banking, Risk Management, Leadership, Wealth, 401k, Bonds, High Net Worth..., Hedge Funds, Life Insurance, Options, IRAs, Relationship Management
Education
University of the Incarnate Word 2012 — 2014
Business Administration and Management, General
Sewanee-The University of the South 2006 — 2010
Certification, Education for Ministry
The American College 2005 — 2006
ChFC, Chartered Financial Consutant
Rice University 2004 — 2005
Certified Financial Planning, CFP
California State Polytechnic University-Pomona
Management Science Business Law
Capital One August 2014 - Present
USAA October 2011 - August 2014
USAA December 2009 - September 2011
US Fiduciary 2007 - 2009
Smith Barney 1994 - 2007
Shearson Lehman 1988 - 1994
EF Hutton May 1987 - December 1988
Skills
Business Development, Mutual Funds, Financial Advisory, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 7, Retirement Planning, Strategic Financial..., Investments, Series 63, Securities, Series 65, Alternative Investments, Asset Managment, Investment Strategies, Series 24, Series 8, Portfolio Management, Investment Management, Estate Planning, ETFs, Certified Financial..., Personal Financial..., Asset Management, Fixed Income, Personal Finance, Equities, Financial Planners, Insurance, FINRA, Financial Analysis, Retirement, Uniform Combined State..., Wealth Management..., Private Banking, Risk Management, Leadership, Wealth, 401k, Bonds, High Net Worth..., Hedge Funds, Life Insurance, Options, IRAs, Relationship Management
Education
University of the Incarnate Word 2012 — 2014
Business Administration and Management, General
Sewanee-The University of the South 2006 — 2010
Certification, Education for Ministry
The American College 2005 — 2006
ChFC, Chartered Financial Consutant
Rice University 2004 — 2005
Certified Financial Planning, CFP
California State Polytechnic University-Pomona
Management Science Business Law
Perry Guarracino's Shearson Lehman Experience 1984 - 1990
Job Director Fixed Income Trading & New Issue Municipals at TD Ameritrade
Industry Capital Markets
Experience
TD Ameritrade November 2011 - Present
TD Ameritrade March 2008 - Present
TD Ameritrade August 2006 - Present
Advest-Lebenthal March 2002 - August 2006
SG Cowen March 1993 - October 2000
Shearson lehman 1984 - 1990
Skills
Series 7, Fixed Income, Series 63, Investment Products, Client Experience, Series 53, Trading, Securities, Investments, Capital Markets, Wealth Management, Customer Experience, FINRA, Financial Services, Portfolio Management, Bloomberg, Municipal Bonds, Risk Management, Electronic Trading, Financial Advisory, Bonds, Mutual Funds, Series 24, Wealth Management..., Options, Investment Management, Asset Allocation, Uniform Combined State...
Education
City University of New York-Herbert H. Lehman College 1978 — 1982
TD Ameritrade November 2011 - Present
TD Ameritrade March 2008 - Present
TD Ameritrade August 2006 - Present
Advest-Lebenthal March 2002 - August 2006
SG Cowen March 1993 - October 2000
Shearson lehman 1984 - 1990
Skills
Series 7, Fixed Income, Series 63, Investment Products, Client Experience, Series 53, Trading, Securities, Investments, Capital Markets, Wealth Management, Customer Experience, FINRA, Financial Services, Portfolio Management, Bloomberg, Municipal Bonds, Risk Management, Electronic Trading, Financial Advisory, Bonds, Mutual Funds, Series 24, Wealth Management..., Options, Investment Management, Asset Allocation, Uniform Combined State...
Education
City University of New York-Herbert H. Lehman College 1978 — 1982
Dirk Cummins Dirk Cummins's Shearson Lehman Experience 1980 - 1990
Job Director Business Development at Mobile & Local
Industry Civic & Social Organization
Experience
Mobile & Local October 2013 - Present
MainStreetChamber-Houston March 2012 - Present
MainStreetChamber, LLC April 2012 - 2014
Dirk Cummins & Associates January 1992 - 2011
Shearson Lehman 1980 - 1990
Skills
Small Business, Financial Planners, Leadership, Entrepreneurship, Small Business Online..., Public Speaking, Lead Generation, Consulting, Strategic Planning, Marketing Strategy, Marketing, Team Building, Business Development, Sales, New Business Development, Online Marketing
Education
The American College 2007 — 2009
ChFC, Financial Planning
St. Pete's 1956 — 1964
Mobile & Local October 2013 - Present
MainStreetChamber-Houston March 2012 - Present
MainStreetChamber, LLC April 2012 - 2014
Dirk Cummins & Associates January 1992 - 2011
Shearson Lehman 1980 - 1990
Skills
Small Business, Financial Planners, Leadership, Entrepreneurship, Small Business Online..., Public Speaking, Lead Generation, Consulting, Strategic Planning, Marketing Strategy, Marketing, Team Building, Business Development, Sales, New Business Development, Online Marketing
Education
The American College 2007 — 2009
ChFC, Financial Planning
St. Pete's 1956 — 1964
Tom Gormley Tom Gormley's Shearson Lehman Experience January 1980 - December 1986
Job VP marketing at Horizon Kinetics
Industry Capital Markets
Experience
Horizon Kinetics October 2005 - Present
Target Investments January 2001 - October 2005
JP Morgan Chase January 1994 - December 2000
Empire January 1987 - January 1994
Shearson Lehman January 1980 - December 1986
KPMG US June 1974 - December 1979
Skills
Investments, Alternative Investments, Accounting, Compliance, Derivatives, Financial Reporting, Mutual Funds, Capital Markets, Auditing, • Securities Licenses..., • Insurance..., Series 7, Finance, Employee Benefits, Separately Managed..., Portfolio Management, Hedge Funds, Insurance, Banking, Equities, Securities, Wealth Management, Financial Services
Education
Manhattan College 1970 — 1974
Bachelor's Degree, accounting & economics, 4.0
Licenses
Series 7,24,26,27,63,65 Insurance Licenses with State of CT
Mater Christi 1966 — 1970
High School, NY State Regent Scholarship
Horizon Kinetics October 2005 - Present
Target Investments January 2001 - October 2005
JP Morgan Chase January 1994 - December 2000
Empire January 1987 - January 1994
Shearson Lehman January 1980 - December 1986
KPMG US June 1974 - December 1979
Skills
Investments, Alternative Investments, Accounting, Compliance, Derivatives, Financial Reporting, Mutual Funds, Capital Markets, Auditing, • Securities Licenses..., • Insurance..., Series 7, Finance, Employee Benefits, Separately Managed..., Portfolio Management, Hedge Funds, Insurance, Banking, Equities, Securities, Wealth Management, Financial Services
Education
Manhattan College 1970 — 1974
Bachelor's Degree, accounting & economics, 4.0
Licenses
Series 7,24,26,27,63,65 Insurance Licenses with State of CT
Mater Christi 1966 — 1970
High School, NY State Regent Scholarship
Joyce Dujour Joyce Dujour's Shearson Lehman Experience September 1985 - March 1990
Job Proffessional Realtor at Keller Williams Realty Carmel Valley
Industry Real Estate
Experience
Keller Williams Realty February 2008 - Present
JPMorgan Chase March 1990 - December 1992
Shearson Lehman September 1985 - March 1990
Skills
Real Estate, Investment Properties, Negotiation, Residential Homes, Sellers, Short Sales, First Time Home Buyers, Microsoft Office, Property Management, Customer Service, Relocation, Foreclosures, Buyer Representation, Single Family Homes, REO, Condos, Investors, Sales, Referrals
Education
2 Years of law at Cal Law
Marist College
Pre-Law Studies
Keller Williams Realty February 2008 - Present
JPMorgan Chase March 1990 - December 1992
Shearson Lehman September 1985 - March 1990
Skills
Real Estate, Investment Properties, Negotiation, Residential Homes, Sellers, Short Sales, First Time Home Buyers, Microsoft Office, Property Management, Customer Service, Relocation, Foreclosures, Buyer Representation, Single Family Homes, REO, Condos, Investors, Sales, Referrals
Education
2 Years of law at Cal Law
Marist College
Pre-Law Studies
Jim VerMeulen Jim VerMeulen's Shearson Lehman Experience January 1989 - February 1991
Job VerMeulen Capital Management
Industry Investment Management
Experience
VerMeulen Capital Management 1992 - Present
Shearson Lehman January 1989 - February 1991
Paine Webber January 1987 - January 1989
Skills
Investments, Management, Asset Management, 401k, Asset Allocation, Mutual Funds, Asset Managment, Series 7
Education
Michigan State University 1982 — 1986
B.A.
VerMeulen Capital Management 1992 - Present
Shearson Lehman January 1989 - February 1991
Paine Webber January 1987 - January 1989
Skills
Investments, Management, Asset Management, 401k, Asset Allocation, Mutual Funds, Asset Managment, Series 7
Education
Michigan State University 1982 — 1986
B.A.
Jacqueline Confessore Jacqueline Confessore's Shearson Lehman Experience 1985 - 1991
Job HR/Compensation at Pacific Life Insurance Co.
Industry Human Resources
Experience
Pacific Life 2003 - Present
HR Consulting 1993 - 2003
Mazda Motors - USA 1991 - 1993
Bloomingdale's 1988 - 1991
Shearson Lehman 1985 - 1991
Alexander & Alexander 1981 - 1984
Joseph E. Seagram, Inc 1979 - 1981
Education
University of Arkansas at Little Rock 1975 — 1979
Bachelor's, Business
Pacific Life 2003 - Present
HR Consulting 1993 - 2003
Mazda Motors - USA 1991 - 1993
Bloomingdale's 1988 - 1991
Shearson Lehman 1985 - 1991
Alexander & Alexander 1981 - 1984
Joseph E. Seagram, Inc 1979 - 1981
Education
University of Arkansas at Little Rock 1975 — 1979
Bachelor's, Business
Laurie King Laurie King's Shearson Lehman Experience 1987 - 1989
Job Investment writer at Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo Asset Management June 2012 - Present
California Council on Economic Education August 2010 - November 2011
Capital Guardian Trust Company 2001 - 2009
Payden & Rygel 1990 - 2001
Shearson Lehman 1987 - 1989
Skills
Economics, Marketing Communications, Investment Writing
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1996
MBA
Wells Fargo Asset Management June 2012 - Present
California Council on Economic Education August 2010 - November 2011
Capital Guardian Trust Company 2001 - 2009
Payden & Rygel 1990 - 2001
Shearson Lehman 1987 - 1989
Skills
Economics, Marketing Communications, Investment Writing
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1996
MBA
Edward Cullen Edward Cullen's Shearson Lehman Experience September 1987 - August 1991
Job Desk Head Convertible Bonds at GFI Group
Industry Financial Services
Experience
GFI Group September 2004 - Present
Fahnestock & Co September 1991 - August 2004
Shearson Lehman September 1987 - August 1991
Skills
Series 7, Series 55, Series 24, Convertible Bonds, Series 63, Bonds, FINRA, Hedge Funds, Fixed Income, Alternative Investments, Securities, Equities, Bloomberg, Capital Markets
Education
Pace University 1983 — 1987
BBA, Finance, General, Cum Laude
GFI Group September 2004 - Present
Fahnestock & Co September 1991 - August 2004
Shearson Lehman September 1987 - August 1991
Skills
Series 7, Series 55, Series 24, Convertible Bonds, Series 63, Bonds, FINRA, Hedge Funds, Fixed Income, Alternative Investments, Securities, Equities, Bloomberg, Capital Markets
Education
Pace University 1983 — 1987
BBA, Finance, General, Cum Laude
Dina Douglas Dina Douglas's Shearson Lehman Experience August 1985 - October 1989
Job Internet Host and Writer
Industry Performing Arts
Experience
Writer, Internet Host November 2014 - Present
Abington Theater Company October 2010 - March 2014
La Dispute, Hartford Stage September 2013 - February 2014
American Solar Direct October 2012 - January 2014
Abington Production Company August 2010 - February 2012
RTUI July 2010 - December 2011
Los Angeles Animal Services 2004 - 2011
Cox Target Media 2008 - June 2010
The Tolucan Times 2002 - 2007
Shearson Lehman August 1985 - October 1989
Skills
Advertising, Social Media Marketing, Digital Media, Event Management, Public Speaking, Online Advertising, Social Networking, Email Marketing, Blogging, Television, Nonprofits, Public Relations, Online Marketing, Creative Writing, Facebook, Entertainment, Press Releases, Editing, New Media, Newsletters, Media Relations, Fundraising
Education
UCLA
B,A., Music
University of Arizona
B.A., Music major, journalism minor
Writer, Internet Host November 2014 - Present
Abington Theater Company October 2010 - March 2014
La Dispute, Hartford Stage September 2013 - February 2014
American Solar Direct October 2012 - January 2014
Abington Production Company August 2010 - February 2012
RTUI July 2010 - December 2011
Los Angeles Animal Services 2004 - 2011
Cox Target Media 2008 - June 2010
The Tolucan Times 2002 - 2007
Shearson Lehman August 1985 - October 1989
Skills
Advertising, Social Media Marketing, Digital Media, Event Management, Public Speaking, Online Advertising, Social Networking, Email Marketing, Blogging, Television, Nonprofits, Public Relations, Online Marketing, Creative Writing, Facebook, Entertainment, Press Releases, Editing, New Media, Newsletters, Media Relations, Fundraising
Education
UCLA
B,A., Music
University of Arizona
B.A., Music major, journalism minor
Charles Singer, CFP® Charles Singer, CFP®'s Shearson Lehman Experience 1989 - 1996
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Robert W. Baird & Co. January 2010 - February 2013
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 1996 - 2009
Shearson Lehman 1989 - 1996
E. F. Hutton 1985 - 1989
Thomson Mckinnon Securites 1979 - 1985
Skills
Retirement Planning, Investments, Securities, Wealth, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Alternative Investments, Estate Planning..., Strategic Planning, Asset Management, Portfolio Management, Financial Advisory, Estate Planning, FINRA, Equities
Education
University of Evansville 1974 — 1978
BS, Accounting
College for Financial Planning
CFP®
Butler University
MBA, Business
Bosse High School 1970 — 1974
Wells Fargo Advisors February 2013 - Present
Robert W. Baird & Co. January 2010 - February 2013
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 1996 - 2009
Shearson Lehman 1989 - 1996
E. F. Hutton 1985 - 1989
Thomson Mckinnon Securites 1979 - 1985
Skills
Retirement Planning, Investments, Securities, Wealth, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Alternative Investments, Estate Planning..., Strategic Planning, Asset Management, Portfolio Management, Financial Advisory, Estate Planning, FINRA, Equities
Education
University of Evansville 1974 — 1978
BS, Accounting
College for Financial Planning
CFP®
Butler University
MBA, Business
Bosse High School 1970 — 1974
Pat Corrado's Shearson Lehman Experience January 1988 - January 1996
Job First Data Corp Technology CFO
Industry Financial Services
Experience
First Data Corporation March 2014 - Present
Citi January 2013 - March 2014
Citi March 2012 - March 2013
Citibank October 2007 - March 2012
Citibank October 2003 - September 2007
Citibank April 2001 - October 2003
Salomon Smith Barney January 1996 - April 2001
Shearson Lehman January 1988 - January 1996
Skills
Financial Modeling, Capital Markets, Finance, Portfolio Management, Investments, Management, Cross-functional Team..., Financial Services, Investment Banking, Securities, Budgets, Fixed Income, Equities, Derivatives, Analysis, Alternative Investments, Asset Management, Banking, Business Analysis, Business Strategy, Cash Management, Corporate Finance, Credit Risk, Financial Analysis, Financial Markets, Financial Risk, Hedge Funds, ITIL, Mergers, Mutual Funds, Valuation
Education
St. John's University, The Peter J. Tobin College of Business
MBA Finance, Finance
First Data Corporation March 2014 - Present
Citi January 2013 - March 2014
Citi March 2012 - March 2013
Citibank October 2007 - March 2012
Citibank October 2003 - September 2007
Citibank April 2001 - October 2003
Salomon Smith Barney January 1996 - April 2001
Shearson Lehman January 1988 - January 1996
Skills
Financial Modeling, Capital Markets, Finance, Portfolio Management, Investments, Management, Cross-functional Team..., Financial Services, Investment Banking, Securities, Budgets, Fixed Income, Equities, Derivatives, Analysis, Alternative Investments, Asset Management, Banking, Business Analysis, Business Strategy, Cash Management, Corporate Finance, Credit Risk, Financial Analysis, Financial Markets, Financial Risk, Hedge Funds, ITIL, Mergers, Mutual Funds, Valuation
Education
St. John's University, The Peter J. Tobin College of Business
MBA Finance, Finance
Chris Kinsley Chris Kinsley's Shearson Lehman Experience July 1982 - June 1995
Job Freight Consultant at Wyze Recovery AND COPIER EXECUTIVE
Industry Business Supplies and Equipment
Experience
Wyze Recovery March 2015 - Present
Sharp Business Systems August 2013 - July 2014
Kyocera Mita March 2011 - July 2013
CCP Solutions August 2009 - March 2011
Konica Minolta July 2006 - August 2009
A Squared Advisors April 2001 - June 2006
Mason Hill & Co June 1995 - April 2001
Shearson Lehman July 1982 - June 1995
Skills
Outlook, Business Networking, Investment Banking, Sales Process, Networking, Management, Competitive Analysis, Cold Calling, Vendor Management, Sales, Business Development, Solution Selling, Managed Print Services, Hiring, Customer Satisfaction, Salesforce.com, Sales Management, Sales Presentations, Team Building, Strategic Planning, Forecasting, Business Analysis, Sales Operations, Accounting, Customer Retention, CRM, Direct Sales, Leadership, Start-ups, Customer Service, Business Strategy, Social Media Marketing, Lead Generation, Marketing, Employee Benefits, Market Research, Business Planning, Social Networking, Account Management, Team Leadership, B2B, Selling, Negotiation, Training, Recruiting, Key Account Management, Strategic Partnerships, Product Marketing, New Business Development, Contract Negotiation
Education
Adelphi University 1987 — 1991
BS, Business Administration and Management, General
Long Beach High School 1969 — 1973
High School, General
Wyze Recovery March 2015 - Present
Sharp Business Systems August 2013 - July 2014
Kyocera Mita March 2011 - July 2013
CCP Solutions August 2009 - March 2011
Konica Minolta July 2006 - August 2009
A Squared Advisors April 2001 - June 2006
Mason Hill & Co June 1995 - April 2001
Shearson Lehman July 1982 - June 1995
Skills
Outlook, Business Networking, Investment Banking, Sales Process, Networking, Management, Competitive Analysis, Cold Calling, Vendor Management, Sales, Business Development, Solution Selling, Managed Print Services, Hiring, Customer Satisfaction, Salesforce.com, Sales Management, Sales Presentations, Team Building, Strategic Planning, Forecasting, Business Analysis, Sales Operations, Accounting, Customer Retention, CRM, Direct Sales, Leadership, Start-ups, Customer Service, Business Strategy, Social Media Marketing, Lead Generation, Marketing, Employee Benefits, Market Research, Business Planning, Social Networking, Account Management, Team Leadership, B2B, Selling, Negotiation, Training, Recruiting, Key Account Management, Strategic Partnerships, Product Marketing, New Business Development, Contract Negotiation
Education
Adelphi University 1987 — 1991
BS, Business Administration and Management, General
Long Beach High School 1969 — 1973
High School, General
Olu Emuleomo's Shearson Lehman Experience 1989 - 1989
Job Managing Director at Trade Informatics LLC
Industry Computer Software
Experience
Trade Informatics LLC June 2014 - Present
SJ Levinson January 2010 - June 2014
SJ Levinson April 2009 - March 2010
Wachovia Securities February 2005 - April 2009
Merrill Lynch 1992 - 2005
Shearson Lehman 1989 - 1989
Shearson Lehman 1989 - 1989
Skills
Trading Systems, Management, Equities, Derivatives, Electronic Trading, Fixed Income, Capital Markets, Investment Banking, Business Analysis, Trading
Education
Rutgers University-New Brunswick 1988 — 1990
MS, Computer Science
Florida Institute of Technology 1984 — 1986
MS, Computer Science
Government College Ibadan
University of Ife, Ile-Ife
BS, Computer Science
Trade Informatics LLC June 2014 - Present
SJ Levinson January 2010 - June 2014
SJ Levinson April 2009 - March 2010
Wachovia Securities February 2005 - April 2009
Merrill Lynch 1992 - 2005
Shearson Lehman 1989 - 1989
Shearson Lehman 1989 - 1989
Skills
Trading Systems, Management, Equities, Derivatives, Electronic Trading, Fixed Income, Capital Markets, Investment Banking, Business Analysis, Trading
Education
Rutgers University-New Brunswick 1988 — 1990
MS, Computer Science
Florida Institute of Technology 1984 — 1986
MS, Computer Science
Government College Ibadan
University of Ife, Ile-Ife
BS, Computer Science
Anna Nash's Shearson Lehman Experience 1990 - 1993
Job Technical Engagement Manager at ForgeRock
Industry Information Technology and Services
Experience
ForgeRock May 2015 - Present
IBM November 2012 - June 2014
AVAcorp January 2009 - November 2012
Sun Microsystems December 2004 - December 2008
PepsiCo December 2000 - 2004
IBM Global Services 1998 - 2000
AIG 1995 - 1998
CS First Boston 1993 - 1995
Shearson Lehman 1990 - 1993
The Equitable 1988 - 1990
Skills
Business Development, Account Management, CRM, New Business Development, Enterprise Software, Integration, Leadership, Professional Services, Strategy, Strategic Partnerships, SharePoint, Management, Solution Selling, Social Media Marketing, Program Management, Sales, Business Analysis, Customer Retention, Cloud Computing, Consulting, Pre-sales, Sales Management, SaaS, Project Management, Business Intelligence, Change Management, Budgets, Vendor Management, Information Technology, Public Speaking, Data Center, Selling, Recruiting, Strategic Planning, IT Strategy, Executive Management, Project Delivery, Management Consulting, SDLC, Outsourcing, Product Management, Enterprise Architecture, Start-ups, Solution Architecture, Business Process..., Team Management, ERP, Analytics, Software Project..., Business Process
Education
SUNY Levin Institute FastTrac(R) New Venture Program 2012 — 2012
FastTrac(R) New Venture Program, Entrepreneurship
Columbia University
Computer Science
College of Mount Saint Vincent
B.A., Economics
ForgeRock May 2015 - Present
IBM November 2012 - June 2014
AVAcorp January 2009 - November 2012
Sun Microsystems December 2004 - December 2008
PepsiCo December 2000 - 2004
IBM Global Services 1998 - 2000
AIG 1995 - 1998
CS First Boston 1993 - 1995
Shearson Lehman 1990 - 1993
The Equitable 1988 - 1990
Skills
Business Development, Account Management, CRM, New Business Development, Enterprise Software, Integration, Leadership, Professional Services, Strategy, Strategic Partnerships, SharePoint, Management, Solution Selling, Social Media Marketing, Program Management, Sales, Business Analysis, Customer Retention, Cloud Computing, Consulting, Pre-sales, Sales Management, SaaS, Project Management, Business Intelligence, Change Management, Budgets, Vendor Management, Information Technology, Public Speaking, Data Center, Selling, Recruiting, Strategic Planning, IT Strategy, Executive Management, Project Delivery, Management Consulting, SDLC, Outsourcing, Product Management, Enterprise Architecture, Start-ups, Solution Architecture, Business Process..., Team Management, ERP, Analytics, Software Project..., Business Process
Education
SUNY Levin Institute FastTrac(R) New Venture Program 2012 — 2012
FastTrac(R) New Venture Program, Entrepreneurship
Columbia University
Computer Science
College of Mount Saint Vincent
B.A., Economics
Richard Fernandez's Shearson Lehman Experience 1991 - 1992
Job Executive Vice President National Practice Leader
Industry Insurance
Experience
AmWINS Group February 2010 - Present
AmWINS Group January 2006 - January 2010
AIG December 1996 - January 2006
Bankers Trust 1994 - 1996
Shearson Lehman 1991 - 1992
Skills
Employment Practices..., D&O, Professional Liability, Excess, Casualty, Property & Casualty..., Underwriting, Commercial Insurance, Reinsurance, Brokers, Legal Liability, Commercial Lines, Liability, Insurance, Health Insurance, Directors & Officers...
Education
Hofstra University 1986 — 1990
Bachelor of Business Administration (B.B.A.), International Business
AmWINS Group February 2010 - Present
AmWINS Group January 2006 - January 2010
AIG December 1996 - January 2006
Bankers Trust 1994 - 1996
Shearson Lehman 1991 - 1992
Skills
Employment Practices..., D&O, Professional Liability, Excess, Casualty, Property & Casualty..., Underwriting, Commercial Insurance, Reinsurance, Brokers, Legal Liability, Commercial Lines, Liability, Insurance, Health Insurance, Directors & Officers...
Education
Hofstra University 1986 — 1990
Bachelor of Business Administration (B.B.A.), International Business
Kim Sanderson's Shearson Lehman Experience 1979 - 1986
Job Senior Vice President
Industry Financial Services
Experience
Impac Companies May 2009 - Present
Project Control Associates January 2008 - May 2009
fannie mae September 1996 - December 2007
Fannie Mae 1996 - 2007
Spring Mountain 1986 - 1991
Shearson Lehman 1979 - 1986
Education
Connecticut College 1968 — 1972
BA, Government
Pepperdine University
MBA
Impac Companies May 2009 - Present
Project Control Associates January 2008 - May 2009
fannie mae September 1996 - December 2007
Fannie Mae 1996 - 2007
Spring Mountain 1986 - 1991
Shearson Lehman 1979 - 1986
Education
Connecticut College 1968 — 1972
BA, Government
Pepperdine University
MBA
Bob Pesner's Shearson Lehman Experience September 1988 - July 1990
Job Chief Enterprise Architect at NYC Department of Housing Preservation and Development
Industry Government Administration
Experience
PC Dialogs Inc. February 1991 - Present
NYC Department of Housing Preservation and Development March 2009 - December 2014
Jack Morton Worldwide 1991 - 2009
Software Education Inc. July 1990 - December 1991
Shearson Lehman September 1988 - July 1990
City of New York Computer Service Center October 1983 - August 1988
City of New York Department of City Planning-ISD July 1983 - September 1983
City of New York Arson Strike Force November 1980 - June 1983
Skills
Strategic Planning, Project Management, Program Management, Agile Methodologies, Strategy, Change Management, IT Strategy, Program Development, Solution Architecture, SDLC, Management, Public Speaking, Nonprofits, Software Architecture, Databases, Architectures
Education
University of California, Irvine 1978 — 1980
Master of Arts (M.A.), Comparative Culture
California State University-Dominguez Hills 1976 — 1978
BA, Social science
Antioch College 1968 — 1970
Sociology
Stuyvesant HS 1965 — 1968
Academic high school diploma
PC Dialogs Inc. February 1991 - Present
NYC Department of Housing Preservation and Development March 2009 - December 2014
Jack Morton Worldwide 1991 - 2009
Software Education Inc. July 1990 - December 1991
Shearson Lehman September 1988 - July 1990
City of New York Computer Service Center October 1983 - August 1988
City of New York Department of City Planning-ISD July 1983 - September 1983
City of New York Arson Strike Force November 1980 - June 1983
Skills
Strategic Planning, Project Management, Program Management, Agile Methodologies, Strategy, Change Management, IT Strategy, Program Development, Solution Architecture, SDLC, Management, Public Speaking, Nonprofits, Software Architecture, Databases, Architectures
Education
University of California, Irvine 1978 — 1980
Master of Arts (M.A.), Comparative Culture
California State University-Dominguez Hills 1976 — 1978
BA, Social science
Antioch College 1968 — 1970
Sociology
Stuyvesant HS 1965 — 1968
Academic high school diploma
Eric Sween's Shearson Lehman Experience July 1983 - April 1985
Job Site Supervisor at Habitat for Humanity
Industry Information Technology and Services
Experience
Habitat for Humanity September 2008 - Present
United Tree Specialists September 2007 - Present
Bethlehem Township Environmental Commission 1999 - Present
Fox Lumber April 2014 - September 2014
The Home Depot April 2008 - January 2014
Goldman Sachs & Co. May 1985 - January 2007
Shearson Lehman July 1983 - April 1985
Johnson & Johnson Corporate Headquarters September 1980 - July 1983
Skills
Disaster Recovery, Leadership, SAP, Project Management, Program Management, Information Technology, Troubleshooting, Volunteer Management, Customer Service, Microsoft Office, Management, Microsoft Excel, SDLC, Nonprofits, Linux, Process Improvement, Sales, Testing, Human Resources, Inventory Management
Education
The Home Depot Pro Desk Classes 2008 — 2014
Certificate, Pro Desk - Courses in every department in the store.
Khoj Information Technology, Inc. 2007 — 2008
SAP Basis Administration
Rutgers University-New Brunswick 2002 — 2004
Geographic Information Systems
Middlesex County College 1982 — 1985
AAS, Computer Science
Rutgers University-New Brunswick 1977 — 1979
BA, Political Science/Business
Merrimack College 1975 — 1977
Political Science/Business
Habitat for Humanity September 2008 - Present
United Tree Specialists September 2007 - Present
Bethlehem Township Environmental Commission 1999 - Present
Fox Lumber April 2014 - September 2014
The Home Depot April 2008 - January 2014
Goldman Sachs & Co. May 1985 - January 2007
Shearson Lehman July 1983 - April 1985
Johnson & Johnson Corporate Headquarters September 1980 - July 1983
Skills
Disaster Recovery, Leadership, SAP, Project Management, Program Management, Information Technology, Troubleshooting, Volunteer Management, Customer Service, Microsoft Office, Management, Microsoft Excel, SDLC, Nonprofits, Linux, Process Improvement, Sales, Testing, Human Resources, Inventory Management
Education
The Home Depot Pro Desk Classes 2008 — 2014
Certificate, Pro Desk - Courses in every department in the store.
Khoj Information Technology, Inc. 2007 — 2008
SAP Basis Administration
Rutgers University-New Brunswick 2002 — 2004
Geographic Information Systems
Middlesex County College 1982 — 1985
AAS, Computer Science
Rutgers University-New Brunswick 1977 — 1979
BA, Political Science/Business
Merrimack College 1975 — 1977
Political Science/Business
Jessica Forrest, CFP (R)'s Shearson Lehman Experience 1986 - 1988
Job Chief Compliance Officer, Operations Manager
Industry Investment Management
Experience
Alpha Capital Management January 2004 - Present
Trinity Episcopal School September 2001 - May 2002
Citigroup (Solomon Smith Barney) 1994 - 1999
Prudential Securities Inc. 1988 - 1994
Shearson Lehman 1986 - 1988
MBank Austin 1984 - 1986
Skills
Management, Trading, Mutual Funds, Strategic Planning, Leadership Development, Investments, Cash Management, Equities, Public Speaking, Project Management, Options, Product Management, New Business Development, Contract Negotiation, Marketing, Competitive Analysis, Strategic Financial...
Education
St. Edward's University
Master of Business Administration (MBA), Business Administration and Management, General
St. Edward's University 2002 — 2010
BA Business Management
CFP
Alpha Capital Management January 2004 - Present
Trinity Episcopal School September 2001 - May 2002
Citigroup (Solomon Smith Barney) 1994 - 1999
Prudential Securities Inc. 1988 - 1994
Shearson Lehman 1986 - 1988
MBank Austin 1984 - 1986
Skills
Management, Trading, Mutual Funds, Strategic Planning, Leadership Development, Investments, Cash Management, Equities, Public Speaking, Project Management, Options, Product Management, New Business Development, Contract Negotiation, Marketing, Competitive Analysis, Strategic Financial...
Education
St. Edward's University
Master of Business Administration (MBA), Business Administration and Management, General
St. Edward's University 2002 — 2010
BA Business Management
CFP
Chris Beale's Shearson Lehman Experience 1983 - 1986
Job Executive Vice President
Industry Financial Services
Experience
TowneBank Mortgage November 2011 - Present
Benchmark Mortgage, Inc. May 1998 - October 2011
Resource Mortgage May 1993 - May 1998
Southern Equity Mortgage April 1991 - May 1993
Shearson Lehman 1983 - 1986
Skills
Mortgage Lending, Referrals, Residential Mortgages, Real Estate Economics, Loan Servicing, Mortgage Banking, Investment Properties, Portfolio Management, FHA, Credit Risk, USDA, Commercial Lending, Residential Homes, Underwriting, Refinance, Certified Mortgage..., Team Building, Real Estate Financing, Loans, Loan Origination, Reverse Mortgages, First Time Home Buyers, Construction Loans, VA loans, FHA financing, Credit, Credit Analysis, Government Loans, Financial Structuring, Mortgage Underwriting, VA Loans, FHA Financing
Education
University of Richmond - Robins School of Business 1979 — 1983
B.S., Finance and Marketing
Manchester High School
Manchester High School
TowneBank Mortgage November 2011 - Present
Benchmark Mortgage, Inc. May 1998 - October 2011
Resource Mortgage May 1993 - May 1998
Southern Equity Mortgage April 1991 - May 1993
Shearson Lehman 1983 - 1986
Skills
Mortgage Lending, Referrals, Residential Mortgages, Real Estate Economics, Loan Servicing, Mortgage Banking, Investment Properties, Portfolio Management, FHA, Credit Risk, USDA, Commercial Lending, Residential Homes, Underwriting, Refinance, Certified Mortgage..., Team Building, Real Estate Financing, Loans, Loan Origination, Reverse Mortgages, First Time Home Buyers, Construction Loans, VA loans, FHA financing, Credit, Credit Analysis, Government Loans, Financial Structuring, Mortgage Underwriting, VA Loans, FHA Financing
Education
University of Richmond - Robins School of Business 1979 — 1983
B.S., Finance and Marketing
Manchester High School
Manchester High School
Robert Frank's Shearson Lehman Experience February 1985 - March 1988
Job CIO, Managing Director IT at Oaktree Capital Management
Industry Investment Banking
Experience
Oaktree Capital Management October 2008 - Present
Countrywide Capital Markets April 2001 - October 2008
Deutsche Bank Securities October 1996 - April 2001
Salomon Smith Barney March 1988 - October 1996
Shearson Lehman February 1985 - March 1988
Chemical Bank May 1982 - February 1985
Skills
Trading Systems, Fixed Income, Vendor Management
Education
City University of New York-Queens College 1969 — 1973
Economics
Boston University
Pursuing - Masters in Computer Science, Information Technology
Oaktree Capital Management October 2008 - Present
Countrywide Capital Markets April 2001 - October 2008
Deutsche Bank Securities October 1996 - April 2001
Salomon Smith Barney March 1988 - October 1996
Shearson Lehman February 1985 - March 1988
Chemical Bank May 1982 - February 1985
Skills
Trading Systems, Fixed Income, Vendor Management
Education
City University of New York-Queens College 1969 — 1973
Economics
Boston University
Pursuing - Masters in Computer Science, Information Technology
Patrick Costigan's Shearson Lehman Experience 1986 - 1991
Job Experienced International Stock Lending and Delta One trading professional seeking new opportunity.
Industry Financial Services
Experience
Citi January 2011 - June 2014
UBS Investment Bank August 2007 - May 2010
UBS Investment Bank December 1998 - August 2007
UBS Investment Bank March 1996 - December 1998
UBS Investment Bank November 1991 - March 1996
Shearson Lehman 1986 - 1991
Skills
Fixed Income, Options, Derivatives, Equities, Securities Lending, Equity Derivatives, Prime Brokerage, Trading Systems, Hedge Funds, Middle Office, Electronic Trading, Structured Products, Swaps, FX Options, Capital Markets, Trading, Equity Trading, Securities
Education
Pace University - Lubin School of Business 2014 — 2015
Certified Compliance and Regulatory Professional (CCRP), AML, BSA, OFAC, FCPA, Dodd Frank, Basel III, FATCA/FACTA, Cyber security.
University of Vermont 1982 — 1986
Bachelor's Degree, Economics, Minor: Accounting
Citi January 2011 - June 2014
UBS Investment Bank August 2007 - May 2010
UBS Investment Bank December 1998 - August 2007
UBS Investment Bank March 1996 - December 1998
UBS Investment Bank November 1991 - March 1996
Shearson Lehman 1986 - 1991
Skills
Fixed Income, Options, Derivatives, Equities, Securities Lending, Equity Derivatives, Prime Brokerage, Trading Systems, Hedge Funds, Middle Office, Electronic Trading, Structured Products, Swaps, FX Options, Capital Markets, Trading, Equity Trading, Securities
Education
Pace University - Lubin School of Business 2014 — 2015
Certified Compliance and Regulatory Professional (CCRP), AML, BSA, OFAC, FCPA, Dodd Frank, Basel III, FATCA/FACTA, Cyber security.
University of Vermont 1982 — 1986
Bachelor's Degree, Economics, Minor: Accounting
Jennifer Stream-Salas's Shearson Lehman Experience 1988 - 1993
Job Mortgage and Real Estate Professional
Industry Real Estate
Experience
loanDepot LLC May 2015 - Present
loanDepot, LLC December 2012 - May 2015
Point B Real Estate Services October 2008 - October 2014
LD Escrow, Inc. October 2009 - May 2012
Point B Real Estate Services October 2006 - October 2008
Genpact Mortgage Services October 2006 - October 2007
Stearns Lending April 2005 - September 2006
HomeLoanCenter.com / LendingTree.com June 2001 - April 2005
BrooksAmerica Mortgage 1996 - 2002
Shearson Lehman 1988 - 1993
Skills
Mortgage Lending, Real Estate, Mortgage Banking, Referrals, Loans, FHA, Refinance, Loan Origination, REO, Investment Properties, Credit, Banking, Negotiation, Short Sales, Underwriting, Customer Service, Funding, Financial Analysis, Loss Mitigation, Business Development, VA loans, Residential Mortgages, Leadership, Real Estate Financing
Education
Santa Ana College 2008 — 2008
Certificate, Human Resources management
Saddleback College 2007 — 2008
Human Resources management
loanDepot LLC May 2015 - Present
loanDepot, LLC December 2012 - May 2015
Point B Real Estate Services October 2008 - October 2014
LD Escrow, Inc. October 2009 - May 2012
Point B Real Estate Services October 2006 - October 2008
Genpact Mortgage Services October 2006 - October 2007
Stearns Lending April 2005 - September 2006
HomeLoanCenter.com / LendingTree.com June 2001 - April 2005
BrooksAmerica Mortgage 1996 - 2002
Shearson Lehman 1988 - 1993
Skills
Mortgage Lending, Real Estate, Mortgage Banking, Referrals, Loans, FHA, Refinance, Loan Origination, REO, Investment Properties, Credit, Banking, Negotiation, Short Sales, Underwriting, Customer Service, Funding, Financial Analysis, Loss Mitigation, Business Development, VA loans, Residential Mortgages, Leadership, Real Estate Financing
Education
Santa Ana College 2008 — 2008
Certificate, Human Resources management
Saddleback College 2007 — 2008
Human Resources management
Abram Johnson's Shearson Lehman Experience 1986 - 1990
Job IT Supervisor at EmblemHealth
Industry Information Technology and Services
Experience
EmblemHealth December 2014 - Present
CGC Consulting Group September 2013 - December 2014
Citi October 2006 - September 2013
Citi *(1998-Travelers merged with Citibank, 1995-Smith Barney merged with Travelers Group October 1995 - September 2006
Smith Barney Shearson (1993-Lehman merged with Smith Barney) October 1990 - September 1995
Shearson Lehman 1986 - 1990
Bowery Savings Bank September 1985 - October 1986
Morgan Guaranty Trust July 1975 - September 1985
Skills
Business Continuity, IBM Mainframe, Vendor Management, DB2, SDLC, Mainframe, IT Strategy, Process Improvement, Disaster Recovery, Credit Cards, Enterprise Architecture, Financial Risk, Trading Systems, Risk Management, Financial Analysis, Unix, Enterprise Risk..., Financial Services, Business Analysis, Banking, Relationship Management, Capital Markets, SQL, Asset Managment, Investment Banking, Analytics, PMO, Market Data, Integration, Incident Management, Electronic Trading, Asset Management, IT Management, Requirements Analysis, Fixed Income, Data Center, Sybase, ITIL, Prime Brokerage, Middle Office, JCL, IT Service Management, Equities, Requirements Gathering, Information Security, Production Support, CICS, Project Portfolio..., Derivatives, Autosys
Education
Pace University-New York 1980 — 1981
Management Information Systems, General
Bronx Community College 1977 — 1980
Associate's degree, Accounting
EmblemHealth December 2014 - Present
CGC Consulting Group September 2013 - December 2014
Citi October 2006 - September 2013
Citi *(1998-Travelers merged with Citibank, 1995-Smith Barney merged with Travelers Group October 1995 - September 2006
Smith Barney Shearson (1993-Lehman merged with Smith Barney) October 1990 - September 1995
Shearson Lehman 1986 - 1990
Bowery Savings Bank September 1985 - October 1986
Morgan Guaranty Trust July 1975 - September 1985
Skills
Business Continuity, IBM Mainframe, Vendor Management, DB2, SDLC, Mainframe, IT Strategy, Process Improvement, Disaster Recovery, Credit Cards, Enterprise Architecture, Financial Risk, Trading Systems, Risk Management, Financial Analysis, Unix, Enterprise Risk..., Financial Services, Business Analysis, Banking, Relationship Management, Capital Markets, SQL, Asset Managment, Investment Banking, Analytics, PMO, Market Data, Integration, Incident Management, Electronic Trading, Asset Management, IT Management, Requirements Analysis, Fixed Income, Data Center, Sybase, ITIL, Prime Brokerage, Middle Office, JCL, IT Service Management, Equities, Requirements Gathering, Information Security, Production Support, CICS, Project Portfolio..., Derivatives, Autosys
Education
Pace University-New York 1980 — 1981
Management Information Systems, General
Bronx Community College 1977 — 1980
Associate's degree, Accounting
Dionicia Waca's Shearson Lehman Experience May 1979 - September 1986
Job Consultant at At a Distance Communications Corp
Industry Facilities Services
Experience
At a Distance Communications Corp February 2010 - Present
IFMA 2012 - 2012
Citibank January 2008 - October 2008
Banco de Chile June 2006 - December 2007
At a Distance Communication Corp March 2003 - May 2006
Goldman Sachs October 1989 - February 2003
Shearson Lehman May 1979 - September 1986
Education
New York Institute of Technology 2009 — 2010
Computer Science and Telecommunications
Stony Brook University Health Sciences Center School of Medicine 2009 — 2009
Project Management
Baruch College, City University of New York (CUNY) 1992 — 1995
Computer Science
New York University - Leonard N. Stern School of Business 1983 — 1988
Finance Major
At a Distance Communications Corp February 2010 - Present
IFMA 2012 - 2012
Citibank January 2008 - October 2008
Banco de Chile June 2006 - December 2007
At a Distance Communication Corp March 2003 - May 2006
Goldman Sachs October 1989 - February 2003
Shearson Lehman May 1979 - September 1986
Education
New York Institute of Technology 2009 — 2010
Computer Science and Telecommunications
Stony Brook University Health Sciences Center School of Medicine 2009 — 2009
Project Management
Baruch College, City University of New York (CUNY) 1992 — 1995
Computer Science
New York University - Leonard N. Stern School of Business 1983 — 1988
Finance Major
Caryn Outwater's Shearson Lehman Experience 1987 - 1991
Job Owner, Avignon Wallcoverings
Industry Design
Experience
Avignon Wallcoverings 1993 - Present
Colonial Homes 1991 - 1993
Shearson Lehman 1987 - 1991
Skills
Interior Design, Space-planning
Education
Slippery Rock University of Pennsylvania 1982 — 1986
Avignon Wallcoverings 1993 - Present
Colonial Homes 1991 - 1993
Shearson Lehman 1987 - 1991
Skills
Interior Design, Space-planning
Education
Slippery Rock University of Pennsylvania 1982 — 1986
Enrique Cuyegkeng's Shearson Lehman Experience 1985 - 1986
Job Managing Director, Public Market Investments at OPSEU Pension Trust
Industry Investment Management
Experience
OPSEU Pension Trust 2007 - Present
Canada Post Corp. Pension Plan 2006 - 2007
Sun Life Financial 2003 - 2005
TD Asset Management 1992 - 2003
Toronto-Dominion Bank 1988 - 1992
Bank of Montreal 1987 - 1988
Shearson Lehman 1985 - 1986
Skills
Equities, Portfolio Management, Asset Managment, Investment Strategies, Investments, Capital Markets, Asset Allocation, Fixed Income, Bloomberg, Mutual Funds, Derivatives, Valuation, Alternative Investments, Hedge Funds, Wealth Management, ETFs, Asset Management
Education
Columbia University - Columbia Business School 1983 — 1984
MBA
Ateneo de Manila University 1978 — 1982
BSc
OPSEU Pension Trust 2007 - Present
Canada Post Corp. Pension Plan 2006 - 2007
Sun Life Financial 2003 - 2005
TD Asset Management 1992 - 2003
Toronto-Dominion Bank 1988 - 1992
Bank of Montreal 1987 - 1988
Shearson Lehman 1985 - 1986
Skills
Equities, Portfolio Management, Asset Managment, Investment Strategies, Investments, Capital Markets, Asset Allocation, Fixed Income, Bloomberg, Mutual Funds, Derivatives, Valuation, Alternative Investments, Hedge Funds, Wealth Management, ETFs, Asset Management
Education
Columbia University - Columbia Business School 1983 — 1984
MBA
Ateneo de Manila University 1978 — 1982
BSc
Kathleen Murphy, ACC's Shearson Lehman Experience 1987 - 1989
Job Professional Career Coach
Industry Professional Training & Coaching
Experience
650 Fifth Avenue Company May 2008 - Present
APT NYC 2008 - Present
Cross the Bridge Coaching 2006 - Present
New York University 2004 - Present
Cushman & Wakefield 2006 - 2008
Trammell Crow Company 2004 - 2006
CBRichard Ellis 2001 - 2004
CB Richard Ellis 1991 - 2004
Insignia/ESG 1997 - 2001
Shearson Lehman 1987 - 1989
Skills
Real Estate, Coaching, Leadership Development, Change Management, Team Building, Career Development, Career Counseling, Budgets, Organizational..., Leases, Contract Negotiation, Training, Strategic Planning, Management, Corporate Real Estate, Start-ups, Management Consulting, Facilities Management, Workshop Facilitation, Public Speaking, Staff Development, Leadership, Executive Coaching, MBTI, Research, Negotiation, Nonprofits, Fundraising, Career Management, Executive Development, Organizational..., Program Management, Emotional Intelligence, Strategy, Conflict Resolution, Entrepreneurship, 360 Feedback, Job Search, Personal Development, Resume Writing, Motivational Speaking, Presentation Coaching, Job Coaching, Management Development, Culture Change, Job Search Strategies, Interview Preparation, Training Delivery, Employee Training, Workshops
Education
Marymount Manhattan College 1977 — 1983
Accounting
650 Fifth Avenue Company May 2008 - Present
APT NYC 2008 - Present
Cross the Bridge Coaching 2006 - Present
New York University 2004 - Present
Cushman & Wakefield 2006 - 2008
Trammell Crow Company 2004 - 2006
CBRichard Ellis 2001 - 2004
CB Richard Ellis 1991 - 2004
Insignia/ESG 1997 - 2001
Shearson Lehman 1987 - 1989
Skills
Real Estate, Coaching, Leadership Development, Change Management, Team Building, Career Development, Career Counseling, Budgets, Organizational..., Leases, Contract Negotiation, Training, Strategic Planning, Management, Corporate Real Estate, Start-ups, Management Consulting, Facilities Management, Workshop Facilitation, Public Speaking, Staff Development, Leadership, Executive Coaching, MBTI, Research, Negotiation, Nonprofits, Fundraising, Career Management, Executive Development, Organizational..., Program Management, Emotional Intelligence, Strategy, Conflict Resolution, Entrepreneurship, 360 Feedback, Job Search, Personal Development, Resume Writing, Motivational Speaking, Presentation Coaching, Job Coaching, Management Development, Culture Change, Job Search Strategies, Interview Preparation, Training Delivery, Employee Training, Workshops
Education
Marymount Manhattan College 1977 — 1983
Accounting
Vicki Arians's Shearson Lehman Experience 1988 - 1991
Job Owner, Law Offices of E. Vicki Arians
Industry Law Practice
Experience
Law Offices of E. Vicki Arians December 2001 - Present
Wilentz, Goldman & Spitzer 1997 - 2001
NJ Division of Consumer Affairs 1994 - 1997
Sinagra Warsh & Gregory Scocchi Disrict Office 1993 - 1994
Sinagra Warsh & Gregory Scocchi Disrict Office 1993 - 1994
MCI 1990 - 1993
Shearson Lehman 1988 - 1991
Tandem Financial Group 1987 - 1990
Skills
Commercial Litigation, Corporate Law, Trial Practice, Public Liability, Criminal Defense, Wrongful Death, Mediation, Personal Injury..., Criminal Law, Insurance, Class Actions, Torts, Legal Issues, Trials, Courts, Wills
Education
Seton Hall University School of Law 1991 — 1994
Law, Law
Mount Holyoke College 1982 — 1986
BA, Art History
University of Parma, University of Milan
Summer Abroad Program, International Law
Law Offices of E. Vicki Arians December 2001 - Present
Wilentz, Goldman & Spitzer 1997 - 2001
NJ Division of Consumer Affairs 1994 - 1997
Sinagra Warsh & Gregory Scocchi Disrict Office 1993 - 1994
Sinagra Warsh & Gregory Scocchi Disrict Office 1993 - 1994
MCI 1990 - 1993
Shearson Lehman 1988 - 1991
Tandem Financial Group 1987 - 1990
Skills
Commercial Litigation, Corporate Law, Trial Practice, Public Liability, Criminal Defense, Wrongful Death, Mediation, Personal Injury..., Criminal Law, Insurance, Class Actions, Torts, Legal Issues, Trials, Courts, Wills
Education
Seton Hall University School of Law 1991 — 1994
Law, Law
Mount Holyoke College 1982 — 1986
BA, Art History
University of Parma, University of Milan
Summer Abroad Program, International Law
Faina Fradkin, PHR's Shearson Lehman Experience 1987 - 1989
Job HR Generalist at CUNY John Jay College of Criminal Justice
Industry Education Management
Experience
CUNY John Jay College of Criminal Justice January 2010 - Present
Goodwill Industries International May 2009 - January 2010
College of Mount Saint Vincent October 2008 - March 2009
Merrill Lynch 1999 - 2008
Merrill Lynch October 1996 - October 1999
Merrill Lynch September 1989 - October 1996
Shearson Lehman 1987 - 1989
EF Hutton and Company April 1985 - October 1987
Skills
HRIS, Compensation, Employee Relations, Onboarding, Performance Management, Benefits, Vendor Management, Administration, Talent Management, Interviewing, Employee Engagement, PeopleSoft, Talent Acquisition, Career Development, Resume Writing, Human Capital Management, HR Policies, Workforce Planning, Employment Law, Conflict Resolution, Career Counseling, HR Strategy, Full-cycle Recruiting, Hiring, Recruitment/Retention, Career Management, Coaching, Performance Appraisal, Talent Development, Orientation, Employee Benefits, New Hire Orientations, Civil Service Contracts, Classified Titles..., SDLC, Deferred Compensation, Personnel Management, Interviews, Business Analysis, Program Management, Change Management, Management, Training, Recruiting, Organizational..., Leadership, Organizational..., Employee Training, Human Resources, Succession Planning
Education
College of Mount Saint Vincent
Certification, Human Resources
New York University
Certification, Human Resources Management
State University of Moldavia
Bachelor, Economics/Computer Science
CUNY John Jay College of Criminal Justice January 2010 - Present
Goodwill Industries International May 2009 - January 2010
College of Mount Saint Vincent October 2008 - March 2009
Merrill Lynch 1999 - 2008
Merrill Lynch October 1996 - October 1999
Merrill Lynch September 1989 - October 1996
Shearson Lehman 1987 - 1989
EF Hutton and Company April 1985 - October 1987
Skills
HRIS, Compensation, Employee Relations, Onboarding, Performance Management, Benefits, Vendor Management, Administration, Talent Management, Interviewing, Employee Engagement, PeopleSoft, Talent Acquisition, Career Development, Resume Writing, Human Capital Management, HR Policies, Workforce Planning, Employment Law, Conflict Resolution, Career Counseling, HR Strategy, Full-cycle Recruiting, Hiring, Recruitment/Retention, Career Management, Coaching, Performance Appraisal, Talent Development, Orientation, Employee Benefits, New Hire Orientations, Civil Service Contracts, Classified Titles..., SDLC, Deferred Compensation, Personnel Management, Interviews, Business Analysis, Program Management, Change Management, Management, Training, Recruiting, Organizational..., Leadership, Organizational..., Employee Training, Human Resources, Succession Planning
Education
College of Mount Saint Vincent
Certification, Human Resources
New York University
Certification, Human Resources Management
State University of Moldavia
Bachelor, Economics/Computer Science
David Gilhooley's Shearson Lehman Experience 1989 - 1989
Job Head of Global Markets and TreasuryMarket Risk at BNY Mellon
Industry Financial Services
Experience
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
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
William Batista's Shearson Lehman Experience 1988 - 1993
Job Assistant Vice President
Industry Insurance
Experience
CNO Financial Services December 2009 - Present
Citi 2004 - 2008
Citigroup 1986 - 2008
Salomon Smith Barney 1993 - 2004
Shearson Lehman 1988 - 1993
Sherson Lehman, Inc. 1988 - 1990
Skills
SDLC, Vendor Management, Risk Management, Project Management, Business Analysis, Disaster Recovery, Requirements Analysis, Strategy, Customer Service, Process Improvement, Strategic Planning, Program Management, Software Documentation, Analysis, Management, Change Management, Access, IT Strategy, PMO, Requirements Gathering, Mainframe, Visio, Leadership, Insurance, CRM, Banking, Business Process..., Financial Services, Business Requirements, SharePoint, Integration, Team Building, IT Management, Team Leadership, Project Portfolio..., Software Project..., Data Analysis, Governance, PMP, User Acceptance Testing, MS Project, Business Process, Resource Management, Enterprise Architecture, Portfolio Management, Business Intelligence
Education
LaGuardia Community College
Team Leadership Skills, ABAP Programming II
Citigroup
CSF Document Development
Pitney Bowes
StreamWeaver at a Pitney Bowes Software System
CNO Financial Services December 2009 - Present
Citi 2004 - 2008
Citigroup 1986 - 2008
Salomon Smith Barney 1993 - 2004
Shearson Lehman 1988 - 1993
Sherson Lehman, Inc. 1988 - 1990
Skills
SDLC, Vendor Management, Risk Management, Project Management, Business Analysis, Disaster Recovery, Requirements Analysis, Strategy, Customer Service, Process Improvement, Strategic Planning, Program Management, Software Documentation, Analysis, Management, Change Management, Access, IT Strategy, PMO, Requirements Gathering, Mainframe, Visio, Leadership, Insurance, CRM, Banking, Business Process..., Financial Services, Business Requirements, SharePoint, Integration, Team Building, IT Management, Team Leadership, Project Portfolio..., Software Project..., Data Analysis, Governance, PMP, User Acceptance Testing, MS Project, Business Process, Resource Management, Enterprise Architecture, Portfolio Management, Business Intelligence
Education
LaGuardia Community College
Team Leadership Skills, ABAP Programming II
Citigroup
CSF Document Development
Pitney Bowes
StreamWeaver at a Pitney Bowes Software System
Lisa Franks's Shearson Lehman Experience September 1985 - September 1987
Job Partner at Taylor Wealth Management Partners
Industry Financial Services
Experience
Taylor Wealth Management Partners January 2014 - Present
Sequence LLC 2009 - Present
Crosscut Capital April 2006 - August 2007
State Street Bank and Trust 1996 - 2006
JPMorgan Chase September 1992 - March 1996
Combined Properties September 1988 - August 1989
Eichman Properties September 1987 - September 1988
Shearson Lehman September 1985 - September 1987
Skills
Hedge Funds, Investments, Equities, Private Equity, Product Development, Product Marketing, Sales Management, Entrepreneurship, Start-ups, Management
Education
Harvard Business School 1989 — 1991
MBA
Harvard University 1981 — 1985
BA, Economics
Taylor Wealth Management Partners January 2014 - Present
Sequence LLC 2009 - Present
Crosscut Capital April 2006 - August 2007
State Street Bank and Trust 1996 - 2006
JPMorgan Chase September 1992 - March 1996
Combined Properties September 1988 - August 1989
Eichman Properties September 1987 - September 1988
Shearson Lehman September 1985 - September 1987
Skills
Hedge Funds, Investments, Equities, Private Equity, Product Development, Product Marketing, Sales Management, Entrepreneurship, Start-ups, Management
Education
Harvard Business School 1989 — 1991
MBA
Harvard University 1981 — 1985
BA, Economics
Joe Candela's Shearson Lehman Experience 1985 - 1991
Job Quality Assurance Analyst at SunGard
Industry Financial Services
Experience
SunGard May 1999 - Present
Prudential Securities 1991 - 1998
Shearson Lehman 1985 - 1991
Skills
Business Analysis, Electronic Trading, SDLC, Manual Testing, Derivatives, Regression Testing, Software Quality..., Trading, Agile Methodologies, Trading Systems, Capital Markets, User Acceptance Testing, Test Planning, Sybase, Unix, Disaster Recovery, Risk Management, Requirements Analysis, SQL
Education
Fairleigh Dickinson University 1980 — 1984
BS Business Management, Cum Laude
SunGard May 1999 - Present
Prudential Securities 1991 - 1998
Shearson Lehman 1985 - 1991
Skills
Business Analysis, Electronic Trading, SDLC, Manual Testing, Derivatives, Regression Testing, Software Quality..., Trading, Agile Methodologies, Trading Systems, Capital Markets, User Acceptance Testing, Test Planning, Sybase, Unix, Disaster Recovery, Risk Management, Requirements Analysis, SQL
Education
Fairleigh Dickinson University 1980 — 1984
BS Business Management, Cum Laude
Barry Aguado's Shearson Lehman Experience 1984 - 1999
Job Senior Systems Programmer at Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon December 1999 - Present
Shearson Lehman 1984 - 1999
Education
Farmingdale State University of New York
Security Systems
Newfield High School
The Bank of New York Mellon December 1999 - Present
Shearson Lehman 1984 - 1999
Education
Farmingdale State University of New York
Security Systems
Newfield High School
Simon Langdon's Shearson Lehman Experience 1984 - 1987
Job MD Head of Business Development at Leucadia Asset Management LLC
Industry Investment Management
Experience
Leucadia Asset Management LLC August 2015 - Present
Jefferies & Company March 2011 - July 2015
SB Schonfeld Fund Advisors September 2008 - March 2011
Hite Capital Management, LLC April 2004 - June 2008
Vector Capital Management, LLC February 1997 - March 2004
Dow Jones March 1993 - January 1997
Dow Jones Telerate 1989 - 1993
TradeCenter 1987 - 1989
Shearson Lehman 1984 - 1987
Xerox 1982 - 1984
Skills
Hedge Funds, Equities, Business Development, Portfolio Management, Trading, Fixed Income, Private Equity, Corporate Finance, Alternative Investments, Investment Strategies, Asset Managment, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1982
BS, Marketing
Westchester Community College 1978 — 1980
AS, Management
Leucadia Asset Management LLC August 2015 - Present
Jefferies & Company March 2011 - July 2015
SB Schonfeld Fund Advisors September 2008 - March 2011
Hite Capital Management, LLC April 2004 - June 2008
Vector Capital Management, LLC February 1997 - March 2004
Dow Jones March 1993 - January 1997
Dow Jones Telerate 1989 - 1993
TradeCenter 1987 - 1989
Shearson Lehman 1984 - 1987
Xerox 1982 - 1984
Skills
Hedge Funds, Equities, Business Development, Portfolio Management, Trading, Fixed Income, Private Equity, Corporate Finance, Alternative Investments, Investment Strategies, Asset Managment, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1982
BS, Marketing
Westchester Community College 1978 — 1980
AS, Management
Sam Fleischman's Shearson Lehman Experience 1987 - 1988
Job Executive Director, Inv Banking Division Compliance at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2001
Citibank 1995 - 1998
NatWest 1991 - 1995
Bankers Trust March 1990 - May 1991
Drexel Burnham Lambert July 1988 - February 1990
Shearson Lehman 1987 - 1988
Education
Indiana University - Kelley School of Business 1982 — 1986
B.S, Marketing/Advertising
Central High School
UBS Investment Bank March 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2001
Citibank 1995 - 1998
NatWest 1991 - 1995
Bankers Trust March 1990 - May 1991
Drexel Burnham Lambert July 1988 - February 1990
Shearson Lehman 1987 - 1988
Education
Indiana University - Kelley School of Business 1982 — 1986
B.S, Marketing/Advertising
Central High School
David Catenazzo's Shearson Lehman Experience 1990 - 1994
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America August 1996 - Present
Salomon Brothers 1994 - 1996
Shearson Lehman 1990 - 1994
Skills
Portfolio Management, Risk Management, Banking, Capital Markets, Operational Risk..., Investment Banking, Equities, Fixed Income, Financial Risk, Financial Services, Derivatives, Credit
Education
Pace University - Lubin School of Business
MBA, Accounting and Finance
Bank of America August 1996 - Present
Salomon Brothers 1994 - 1996
Shearson Lehman 1990 - 1994
Skills
Portfolio Management, Risk Management, Banking, Capital Markets, Operational Risk..., Investment Banking, Equities, Fixed Income, Financial Risk, Financial Services, Derivatives, Credit
Education
Pace University - Lubin School of Business
MBA, Accounting and Finance
Robert Traeger's Shearson Lehman Experience 1987 - 1990
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing July 1999 - Present
Guardian Insurance 1998 - 1999
Shearson Lehman 1987 - 1990
Shearson 1987 - 1990
Thomson Mckinnon 1984 - 1987
Skills
Financial Services, Business Analysis, Business Requirements, Fixed Income, Leadership, Process Improvement, Relationship Management, Risk Management, SDLC, Securities, Software Development, Strategic Planning, Vendor Management, Business Process..., IT Strategy
Education
Thomas Edison State College 2007 — 2011
BS, Business with a concentration in Computer Information Technology
Chubb Institute 1985 — 1985
Computer Programming Certificate, Computer Programming
Winona State University 1981 — 1982
Cedar Ridge 1977 — 1981
HS Diploma
Pershing July 1999 - Present
Guardian Insurance 1998 - 1999
Shearson Lehman 1987 - 1990
Shearson 1987 - 1990
Thomson Mckinnon 1984 - 1987
Skills
Financial Services, Business Analysis, Business Requirements, Fixed Income, Leadership, Process Improvement, Relationship Management, Risk Management, SDLC, Securities, Software Development, Strategic Planning, Vendor Management, Business Process..., IT Strategy
Education
Thomas Edison State College 2007 — 2011
BS, Business with a concentration in Computer Information Technology
Chubb Institute 1985 — 1985
Computer Programming Certificate, Computer Programming
Winona State University 1981 — 1982
Cedar Ridge 1977 — 1981
HS Diploma
Nancy MacDonald's Shearson Lehman Experience 1987 - 1993
Job Sr. Vice President, IT Citigroup
Industry Financial Services
Experience
Citi 1998 - Present
Citigroup 1987 - Present
Citicorp 1987 - Present
Smith Barney 1993 - 1998
Shearson Lehman 1987 - 1993
The Chase Manhattan Bank 1984 - 1987
Education
Stevens Institute of Technology 1998 — 2000
M.S., Mgmt Information Systems
Saint John's University 1976 — 1980
B.S., Marketing
Citi 1998 - Present
Citigroup 1987 - Present
Citicorp 1987 - Present
Smith Barney 1993 - 1998
Shearson Lehman 1987 - 1993
The Chase Manhattan Bank 1984 - 1987
Education
Stevens Institute of Technology 1998 — 2000
M.S., Mgmt Information Systems
Saint John's University 1976 — 1980
B.S., Marketing
Harry Walters's Shearson Lehman Experience 1989 - 1993
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney June 2009 - January 2014
Citigroup Global Markets Inc. December 2001 - May 2009
Salomon Smith Barney 1997 - December 2001
Smith Barney 1993 - 1997
Shearson Lehman 1989 - 1993
townley and updike 1983 - 1989
Fordham College 1976 - 1980
Skills
Securities, AML, Securities Regulation, Series 24, FINRA, Hedge Funds, Private Equity, Mergers & Acquisitions, Corporate Law, Series 7, Litigation, Corporate Governance, Capital Markets, Financial Services, Equities
Education
Columbia University School of Law 1980 — 1983
JD, Law
Fordham University 1976 — 1980
BA, Philosophy & Communications
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney June 2009 - January 2014
Citigroup Global Markets Inc. December 2001 - May 2009
Salomon Smith Barney 1997 - December 2001
Smith Barney 1993 - 1997
Shearson Lehman 1989 - 1993
townley and updike 1983 - 1989
Fordham College 1976 - 1980
Skills
Securities, AML, Securities Regulation, Series 24, FINRA, Hedge Funds, Private Equity, Mergers & Acquisitions, Corporate Law, Series 7, Litigation, Corporate Governance, Capital Markets, Financial Services, Equities
Education
Columbia University School of Law 1980 — 1983
JD, Law
Fordham University 1976 — 1980
BA, Philosophy & Communications
Howard Skaug's Shearson Lehman Experience January 1979 - January 1987
Job Marketing Consultant and Business Development
Industry Financial Services
Experience
Independant 2010 - Present
Phillips 2009-2010 September 2009 - February 2010
H.P. Securities, Inc January 1992 - January 2009
Livingston Securities, Inc January 1987 - January 1992
Shearson Lehman January 1979 - January 1987
Merrill Lynch January 1975 - January 1979
Skills
Business, Real Estate Economics, Investments
Education
Oregon State University
B.S; of, Business Administration; Finance/Investments; Investments
Independant 2010 - Present
Phillips 2009-2010 September 2009 - February 2010
H.P. Securities, Inc January 1992 - January 2009
Livingston Securities, Inc January 1987 - January 1992
Shearson Lehman January 1979 - January 1987
Merrill Lynch January 1975 - January 1979
Skills
Business, Real Estate Economics, Investments
Education
Oregon State University
B.S; of, Business Administration; Finance/Investments; Investments
Rochelle Silverstrom's Shearson Lehman Experience 1994 - 2001
Job ERISA & Trust Oversight, Corporate & Investment Bank at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
JP Morgan Securities and Chase Investments October 2011 - October 2013
Morgan Stanley Smith Barney ( Citi Smith Barney) 2005 - 2010
Citi Smith Barney 2002 - 2005
Shearson Lehman 1994 - 2001
Skills
Retirement, Product Management, Financial Services, Pensions, Risk Management, Business Development, Business Strategy, Leadership, Project Management, Series 7, Talent Management, Mutual Funds, Wealth Management, ERISA, Investments, Asset Managment, Asset Allocation, Investment Advisory, Asset Management
Education
City University of New York-Brooklyn College
BA, Poli Sci
Pace University - Lubin School of Business
Finance
JPMorgan Chase October 2013 - Present
JP Morgan Securities and Chase Investments October 2011 - October 2013
Morgan Stanley Smith Barney ( Citi Smith Barney) 2005 - 2010
Citi Smith Barney 2002 - 2005
Shearson Lehman 1994 - 2001
Skills
Retirement, Product Management, Financial Services, Pensions, Risk Management, Business Development, Business Strategy, Leadership, Project Management, Series 7, Talent Management, Mutual Funds, Wealth Management, ERISA, Investments, Asset Managment, Asset Allocation, Investment Advisory, Asset Management
Education
City University of New York-Brooklyn College
BA, Poli Sci
Pace University - Lubin School of Business
Finance
James Kaberna's Shearson Lehman Experience June 1985 - January 1987
Job Director at Newedge Financial Inc
Industry Financial Services
Experience
Newedge Financial Inc September 2006 - Present
Cargill Investment Services May 2002 - September 2006
DT Trading April 1999 - May 2002
Barclays Capital September 1992 - April 1999
Virginia Trading January 1987 - September 1992
Shearson Lehman June 1985 - January 1987
Skills
Options, Trading, Options Strategies, Brokerage, Electronic Trading, Derivatives, Trading Systems, Commodity, Finance, Financial Markets, Equities, Fixed Income, Hedge Funds, FX Options, Alternative Investments, Bloomberg, Capital Markets, Series 7, Investments, Market Data, Equity Trading, Securities, FINRA, Currency, Proprietary Trading
Education
DePaul University 1989 — 1991
Newedge Financial Inc September 2006 - Present
Cargill Investment Services May 2002 - September 2006
DT Trading April 1999 - May 2002
Barclays Capital September 1992 - April 1999
Virginia Trading January 1987 - September 1992
Shearson Lehman June 1985 - January 1987
Skills
Options, Trading, Options Strategies, Brokerage, Electronic Trading, Derivatives, Trading Systems, Commodity, Finance, Financial Markets, Equities, Fixed Income, Hedge Funds, FX Options, Alternative Investments, Bloomberg, Capital Markets, Series 7, Investments, Market Data, Equity Trading, Securities, FINRA, Currency, Proprietary Trading
Education
DePaul University 1989 — 1991
Ed Cintron, CFP®'s Shearson Lehman Experience October 1989 - October 1990
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2009 - Present
Merrill Lynch January 1991 - January 2009
Shearson Lehman October 1989 - October 1990
Skills
Wealth Management
Education
University of Colorado Boulder 1985 — 1988
Bachelor of Science (BS), Business
UBS Wealth Management January 2009 - Present
Merrill Lynch January 1991 - January 2009
Shearson Lehman October 1989 - October 1990
Skills
Wealth Management
Education
University of Colorado Boulder 1985 — 1988
Bachelor of Science (BS), Business
Karl Birkenfeld's Shearson Lehman Experience January 1990 - February 1991
Job Investment Banker
Industry Financial Services
Experience
Independant Consultant May 2015 - Present
Paine Webber February 1991 - April 1992
Shearson Lehman January 1990 - February 1991
Skills
Venture Capital, Mergers, Private Equity, Investment Banking, IPO, Corporate Development, Capital Raising, Deal Sourcing, Recapitalizations, Investor Relations, Corporate Finance, Investments, Asset Management, Capital Markets, Due Diligence, Mergers, Valuation, Alternative Investments, Equities, Mergers & Acquisitions, Hedge Funds
Education
Brooklyn Law School 1981 — 1984
Doctor of Law (JD), Commercial Law
Webster University 1979 — 1981
Master of Arts (M.A.), Management and Hospital Administration
Syracuse University 1974 — 1977
BA, International Relations
Independant Consultant May 2015 - Present
Paine Webber February 1991 - April 1992
Shearson Lehman January 1990 - February 1991
Skills
Venture Capital, Mergers, Private Equity, Investment Banking, IPO, Corporate Development, Capital Raising, Deal Sourcing, Recapitalizations, Investor Relations, Corporate Finance, Investments, Asset Management, Capital Markets, Due Diligence, Mergers, Valuation, Alternative Investments, Equities, Mergers & Acquisitions, Hedge Funds
Education
Brooklyn Law School 1981 — 1984
Doctor of Law (JD), Commercial Law
Webster University 1979 — 1981
Master of Arts (M.A.), Management and Hospital Administration
Syracuse University 1974 — 1977
BA, International Relations
Fred Starkey's Shearson Lehman Experience July 1984 - September 1986
Job owner at Harbor Lights
Industry Financial Services
Experience
Harbor Lights January 1994 - Present
Shearson Lehman July 1984 - September 1986
Skills
Community Outreach
Education
Brigham Young University
BA, Marketing/Advertising
Harbor Lights January 1994 - Present
Shearson Lehman July 1984 - September 1986
Skills
Community Outreach
Education
Brigham Young University
BA, Marketing/Advertising
Elizabeth Swann's Shearson Lehman Experience January 1985 - January 1987
Job Fiscal Analyst at Mecklenburg County
Industry Executive Office
Experience
Mecklenburg County November 2013 - Present
Duke Energy May 2011 - May 2013
Okuma America Inc April 1995 - January 1998
Corning Incorporated July 1992 - March 1993
Ernst and Young January 1989 - January 1992
Bear Stearns April 1988 - April 1989
Shearson Lehman January 1985 - January 1987
Transport Workers January 1982 - January 1985
Education
Baruch College 1980 — 1984
B.S, Business Management; Finance
Baruch College, City University of New York (CUNY) 1980 — 1984
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Mecklenburg County November 2013 - Present
Duke Energy May 2011 - May 2013
Okuma America Inc April 1995 - January 1998
Corning Incorporated July 1992 - March 1993
Ernst and Young January 1989 - January 1992
Bear Stearns April 1988 - April 1989
Shearson Lehman January 1985 - January 1987
Transport Workers January 1982 - January 1985
Education
Baruch College 1980 — 1984
B.S, Business Management; Finance
Baruch College, City University of New York (CUNY) 1980 — 1984
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Cathy Robertson Del Nero's Shearson Lehman Experience September 1988 - February 1994
Job Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2001 - Present
Prudential Securities February 1994 - November 2001
Shearson Lehman September 1988 - February 1994
Skills
Strategic Planning, Series 7, Retirement Planning, Wealth Management, Certified Financial..., Investments, Investment Advisory, Venture Philanthropy, Asset Allocation, Securities, FINRA, Investment Strategies, Alternative Investments, Series 63, Investment Management, Bonds, Mutual Funds, Estate Planning, Retirement
Education
Tufts University 1971 — 1975
Bachelor’s Degree, Theatre, English
Merrill Lynch 2001 - Present
Prudential Securities February 1994 - November 2001
Shearson Lehman September 1988 - February 1994
Skills
Strategic Planning, Series 7, Retirement Planning, Wealth Management, Certified Financial..., Investments, Investment Advisory, Venture Philanthropy, Asset Allocation, Securities, FINRA, Investment Strategies, Alternative Investments, Series 63, Investment Management, Bonds, Mutual Funds, Estate Planning, Retirement
Education
Tufts University 1971 — 1975
Bachelor’s Degree, Theatre, English
Virginia Farnum's Shearson Lehman Experience January 1986 - January 1989
Job Sales Consultant at PDI, Inc.
Industry Pharmaceuticals
Experience
PDI, Inc./Pfizer December 2012 - Present
Novartis Pharmaceuticals Division September 2002 - June 2012
Novartis Pharmaceuticals Division October 2000 - September 2002
Novartis Pharmaceuticals Division October 1998 - September 2000
Ciba-Geigy Pharmaceuticals June 1995 - October 1998
Ciba-Geigy Pharmaceuticals February 1990 - June 1995
Shearson Lehman January 1986 - January 1989
Skills
Pharmaceutical Sales, Cardiology, Managed Care, Nephrology, Hypertension, Diabetes, Territory, Internal Medicine, Consultative Selling, Product Launches, Family Practice, Customer Relations, Sales Force..., Healthcare, Selling, Family Medicine, Planning and...
Education
Providence College
BA, Liberal Arts
Summit High School
PDI, Inc./Pfizer December 2012 - Present
Novartis Pharmaceuticals Division September 2002 - June 2012
Novartis Pharmaceuticals Division October 2000 - September 2002
Novartis Pharmaceuticals Division October 1998 - September 2000
Ciba-Geigy Pharmaceuticals June 1995 - October 1998
Ciba-Geigy Pharmaceuticals February 1990 - June 1995
Shearson Lehman January 1986 - January 1989
Skills
Pharmaceutical Sales, Cardiology, Managed Care, Nephrology, Hypertension, Diabetes, Territory, Internal Medicine, Consultative Selling, Product Launches, Family Practice, Customer Relations, Sales Force..., Healthcare, Selling, Family Medicine, Planning and...
Education
Providence College
BA, Liberal Arts
Summit High School
Thomas Minaghan's Shearson Lehman Experience July 1975 - January 1977
Job Securities Operations
Industry Financial Services
Experience
Electronic Brokerage Systems January 2003 - July 2012
Independent Trader January 2001 - December 2002
O’CONNOR AND ASSOCIATES 1981 - 2000
EQUITY SECURITIES TRADING COMPANY, INC January 1976 - January 1981
Shearson Lehman July 1975 - January 1977
Bache & Co. August 1973 - January 1975
Skills
Equities, Risk Management, Equity Derivatives, Hedge Funds, Derivatives, Financial Modeling, Quantitative Finance, Hedging, Financial Markets, FX Options, Fixed Income, Options, Bloomberg, Banking, Swaps, Proprietary Trading, Fund Of Funds, Trading Strategies, Structured Products, ETFs, Currency, Quantitative Analytics, Technical Analysis, Volatility, Trading Systems, Financial Analysis, Valuation, Trading, Portfolio Management, Alternative Investments, Back Office, Securities, Electronic Trading, Series 7, Market Making, FINRA, Prime Brokerage, Bonds, Investment Banking, Investments, Capital Markets, Financial Risk, Settlement, Equity Trading, Commodity, Asset Managment, Series 63, Mutual Funds, Market Risk, Market Data
Education
Triton College 1973 — 1975
Associate's degree, Accounting and Business/Management
OPRFHS 1969 — 1973
Electronic Brokerage Systems January 2003 - July 2012
Independent Trader January 2001 - December 2002
O’CONNOR AND ASSOCIATES 1981 - 2000
EQUITY SECURITIES TRADING COMPANY, INC January 1976 - January 1981
Shearson Lehman July 1975 - January 1977
Bache & Co. August 1973 - January 1975
Skills
Equities, Risk Management, Equity Derivatives, Hedge Funds, Derivatives, Financial Modeling, Quantitative Finance, Hedging, Financial Markets, FX Options, Fixed Income, Options, Bloomberg, Banking, Swaps, Proprietary Trading, Fund Of Funds, Trading Strategies, Structured Products, ETFs, Currency, Quantitative Analytics, Technical Analysis, Volatility, Trading Systems, Financial Analysis, Valuation, Trading, Portfolio Management, Alternative Investments, Back Office, Securities, Electronic Trading, Series 7, Market Making, FINRA, Prime Brokerage, Bonds, Investment Banking, Investments, Capital Markets, Financial Risk, Settlement, Equity Trading, Commodity, Asset Managment, Series 63, Mutual Funds, Market Risk, Market Data
Education
Triton College 1973 — 1975
Associate's degree, Accounting and Business/Management
OPRFHS 1969 — 1973
judy meyers's Shearson Lehman Experience 1985 - 1993
Job SVP, Group Executive
Industry Financial Services
Experience
Citi January 2009 - Present
Smith Barney November 2002 - October 2008
Salomon Smith Barney January 1994 - July 1998
Shearson Lehman 1985 - 1993
Education
New York University 1990 — 1993
certificate, Training and Development
Citi January 2009 - Present
Smith Barney November 2002 - October 2008
Salomon Smith Barney January 1994 - July 1998
Shearson Lehman 1985 - 1993
Education
New York University 1990 — 1993
certificate, Training and Development
Chris Roeder's Shearson Lehman Experience January 1989 - September 1993
Job director at Citi
Industry Financial Services
Experience
Citi October 1995 - Present
Lehman Brothers September 1993 - October 1995
Shearson Lehman January 1989 - September 1993
Skills
Fixed Income
Education
State University of New York College at Geneseo 1977 — 1981
B.S., Management Science
Citi October 1995 - Present
Lehman Brothers September 1993 - October 1995
Shearson Lehman January 1989 - September 1993
Skills
Fixed Income
Education
State University of New York College at Geneseo 1977 — 1981
B.S., Management Science
Ken Blanton's Shearson Lehman Experience 1986 - 1990
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1990 - Present
Shearson Lehman 1986 - 1990
Energy Products 1984 - 1986
Skills
Series 7, Series 3, Series 63, Series 66, Series 65, Insurance, Michigan General..., CRPC
Education
Henry Ford Community College 1975 — 1977
Associate of Science (A.S.), Physical Sciences
Merrill Lynch 1990 - Present
Shearson Lehman 1986 - 1990
Energy Products 1984 - 1986
Skills
Series 7, Series 3, Series 63, Series 66, Series 65, Insurance, Michigan General..., CRPC
Education
Henry Ford Community College 1975 — 1977
Associate of Science (A.S.), Physical Sciences
Norma Small-Warner's Shearson Lehman Experience June 1979 - April 1989
Job Accountant at Dale Carnegie Training of the Bay Area
Industry Professional Training & Coaching
Experience
Dale Carnegie Training of the Bay Area March 1995 - Present
Mac Andrew and forbes April 1989 - February 1995
Shearson Lehman June 1979 - April 1989
Skills
Accounting, Accounts Payable, Account Reconciliation, Financial Reporting, Accounts Receivable, General Ledger, Auditing, Financial Accounting, QuickBooks, Payroll
Education
State University of New York College at Old Westbury 1981 — 2005
Associate of Arts and Sciences (AAS)B.B.A, Accounting and Business/Management
Dale Carnegie Training of the Bay Area March 1995 - Present
Mac Andrew and forbes April 1989 - February 1995
Shearson Lehman June 1979 - April 1989
Skills
Accounting, Accounts Payable, Account Reconciliation, Financial Reporting, Accounts Receivable, General Ledger, Auditing, Financial Accounting, QuickBooks, Payroll
Education
State University of New York College at Old Westbury 1981 — 2005
Associate of Arts and Sciences (AAS)B.B.A, Accounting and Business/Management
Ann Hardage's Shearson Lehman Experience January 1986 - January 1987
Job Level 4 Underwriter at Plaza Home Mortgage
Industry Banking
Experience
Plaza Home Mortgage March 2013 - Present
JPMorgan Chase October 2011 - Present
First Federal Bank of Florida/Wholesale Division April 2009 - October 2011
2006-2007 Countywide Home Loans January 2006 - November 2009
Countrywide Home Loans February 2008 - January 2009
DHI Mortgage a DR Horton Company January 1999 - January 2006
Charter One Mortgage January 1991 - January 1999
Enterprise National Bank January 1987 - January 1991
Shearson Lehman January 1986 - January 1987
CityFed Mortgage January 1983 - January 1986
Skills
FHA, Loans, Loan Origination, Residential Mortgages, Underwriting, Mortgage Lending, Training, USDA, Mortgage Banking, VA loans, Refinance, Mortgage Underwriting, VA Loans, Construction Loans
Education
Saint Leo University 1977 — 1979
The Bolles SchoolSt Leo College/FCCJ
Plaza Home Mortgage March 2013 - Present
JPMorgan Chase October 2011 - Present
First Federal Bank of Florida/Wholesale Division April 2009 - October 2011
2006-2007 Countywide Home Loans January 2006 - November 2009
Countrywide Home Loans February 2008 - January 2009
DHI Mortgage a DR Horton Company January 1999 - January 2006
Charter One Mortgage January 1991 - January 1999
Enterprise National Bank January 1987 - January 1991
Shearson Lehman January 1986 - January 1987
CityFed Mortgage January 1983 - January 1986
Skills
FHA, Loans, Loan Origination, Residential Mortgages, Underwriting, Mortgage Lending, Training, USDA, Mortgage Banking, VA loans, Refinance, Mortgage Underwriting, VA Loans, Construction Loans
Education
Saint Leo University 1977 — 1979
The Bolles SchoolSt Leo College/FCCJ
James Martignoni's Shearson Lehman Experience January 1998 - June 2007
Job Vice President Treasury Services at Martin Associates
Industry Banking
Experience
Martin Associates August 2008 - Present
Shearson Lehman January 1998 - June 2007
Bankers Trust Co. December 1993 - December 1997
ABN AMRO Bank N.V. December 1990 - July 1992
Bankers Trust April 1987 - December 1990
Education
Columbia University in the City of New York
Martin Associates August 2008 - Present
Shearson Lehman January 1998 - June 2007
Bankers Trust Co. December 1993 - December 1997
ABN AMRO Bank N.V. December 1990 - July 1992
Bankers Trust April 1987 - December 1990
Education
Columbia University in the City of New York
robert r latronica sr's Shearson Lehman Experience 1985 - 1990
Job The Latronica Law Firm
Industry Legal Services
Experience
Group coverage inc August 1982 - Present
Shearson lehman 1985 - 1990
Merril Lynch February 1982 - March 1984
Skills
financial services, Investment Banking
Education
Brooklyn College 1958 — 1962
BS, Economics
richmond hill high school 1954 — 1958
Group coverage inc August 1982 - Present
Shearson lehman 1985 - 1990
Merril Lynch February 1982 - March 1984
Skills
financial services, Investment Banking
Education
Brooklyn College 1958 — 1962
BS, Economics
richmond hill high school 1954 — 1958
Schulte Larry's Shearson Lehman Experience July 1985 - October 1989
Job CFO at Kensico Properties
Industry Arts and Crafts
Experience
Kensico Properties November 1989 - Present
Larry Schulte Arts January 1983 - Present
Shearson Lehman July 1985 - October 1989
Parsons School of Design/The New School November 1983 - June 1985
The University of Kansas August 1979 - May 1983
University of Nebraska at Kearney August 1978 - May 1979
University of Nebraska at Kearney August 1976 - May 1978
Skills
Painting, Weaving, Printmaking, Fiber Arts, Contemporary Art, Visual Arts, Galleries, Mixed Media, Fine Art, Acrylic, Collage, Sculpture, Art, Studio Art, Public Art, Modern Art, Craft, Curating, Abstraction, Art History, Figurative Art, Canvas, Watercolor, Art Education, Portrait Painting, Oil Painting, Murals, Drawing
Education
University of Kansas 1979 — 1983
Phd, Philosophy of Art Education/Statistics
University of Nebraska at Kearney 1976 — 1978
MS, Art/Watercolor
Kensico Properties November 1989 - Present
Larry Schulte Arts January 1983 - Present
Shearson Lehman July 1985 - October 1989
Parsons School of Design/The New School November 1983 - June 1985
The University of Kansas August 1979 - May 1983
University of Nebraska at Kearney August 1978 - May 1979
University of Nebraska at Kearney August 1976 - May 1978
Skills
Painting, Weaving, Printmaking, Fiber Arts, Contemporary Art, Visual Arts, Galleries, Mixed Media, Fine Art, Acrylic, Collage, Sculpture, Art, Studio Art, Public Art, Modern Art, Craft, Curating, Abstraction, Art History, Figurative Art, Canvas, Watercolor, Art Education, Portrait Painting, Oil Painting, Murals, Drawing
Education
University of Kansas 1979 — 1983
Phd, Philosophy of Art Education/Statistics
University of Nebraska at Kearney 1976 — 1978
MS, Art/Watercolor
John Niemiec's Shearson Lehman Experience May 1985 - November 1987
Job Consultant
Industry Real Estate
Experience
Self-employed January 2000 - Present
on my own February 2005 - August 2012
Shearson lehman May 1985 - November 1987
Skills
Web Design, User Interface Design, User Experience, CSS, HTML, Adobe Creative Suite, Product Development, Product Design, Social Media, JavaScript
Education
New York University 1996 — 1998
Certificate, Arts, Entertainment, and Media Management
Parsons School of Design 1982 — 1986
Certificate, Interior Design
Parsons School of Design
Self-employed January 2000 - Present
on my own February 2005 - August 2012
Shearson lehman May 1985 - November 1987
Skills
Web Design, User Interface Design, User Experience, CSS, HTML, Adobe Creative Suite, Product Development, Product Design, Social Media, JavaScript
Education
New York University 1996 — 1998
Certificate, Arts, Entertainment, and Media Management
Parsons School of Design 1982 — 1986
Certificate, Interior Design
Parsons School of Design
Margaret Jordan's Shearson Lehman Experience April 1988 - September 1993
Job Senior Analyst at PepsiCo
Industry Food & Beverages
Experience
Blue Buffalo Co May 2014 - Present
PepsiCo August 2007 - May 2014
The Bank of New York January 2004 - August 2007
Shearson Lehman April 1988 - September 1993
Manufacturers Hanover Trust 1982 - 1987
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, SAP, Sarbanes-Oxley Act, Variance Analysis, Analysis, Hyperion Enterprise, Internal Controls, Accounting, Data Analysis, Corporate Finance, Auditing, Customer Insight
Education
SUNY Albany 1978 — 1982
Bachelor of Science (BS), Accounting
Blue Buffalo Co May 2014 - Present
PepsiCo August 2007 - May 2014
The Bank of New York January 2004 - August 2007
Shearson Lehman April 1988 - September 1993
Manufacturers Hanover Trust 1982 - 1987
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, SAP, Sarbanes-Oxley Act, Variance Analysis, Analysis, Hyperion Enterprise, Internal Controls, Accounting, Data Analysis, Corporate Finance, Auditing, Customer Insight
Education
SUNY Albany 1978 — 1982
Bachelor of Science (BS), Accounting
Pattie Kernan's Shearson Lehman Experience 1982 - 1985
Job Experiential Teacher at Trinity Montessori School
Industry Primary/Secondary Education
Experience
Trinity Montessori School 1997 - Present
Nixon Peabody LLP 1987 - 1993
Choate, Hall & Stewart 1985 - 1987
Shearson Lehman 1982 - 1985
Skills
Teaching, Curriculum Design, Curriculum Development, Lesson Planning, Classroom, Experiential Learning, Experiential Education, Social Skills, Social Services, Interior Design, Classroom Management, Elementary Education, Tutoring, Differentiated..., Proofreading, Leadership, Public Speaking
Education
North American Montessori Center 2006 — 2007
Training in 6-9 Montessori Program
Boston University 1985 — 1987
incomplete Masters, Social Work
Jacksonville University 1971 — 1975
BS, Sociology, Political Science
Trinity Montessori School 1997 - Present
Nixon Peabody LLP 1987 - 1993
Choate, Hall & Stewart 1985 - 1987
Shearson Lehman 1982 - 1985
Skills
Teaching, Curriculum Design, Curriculum Development, Lesson Planning, Classroom, Experiential Learning, Experiential Education, Social Skills, Social Services, Interior Design, Classroom Management, Elementary Education, Tutoring, Differentiated..., Proofreading, Leadership, Public Speaking
Education
North American Montessori Center 2006 — 2007
Training in 6-9 Montessori Program
Boston University 1985 — 1987
incomplete Masters, Social Work
Jacksonville University 1971 — 1975
BS, Sociology, Political Science
joseph pickard's Shearson Lehman Experience 1987 - 1991
Job General Counsel at David Lerner Associates, Inc.
Industry Financial Services
Experience
David Lerner Associates, Inc. July 2002 - Present
GBI Capital Partners March 1997 - February 2002
Oppenheimer & Co. March 1997 - February 2002
Shearson Lehman 1987 - 1991
Skills
Securities Regulation, Securities Litigation, Employment Law
Education
Brooklyn Law School 1982 — 1985
Juris Doctor, Law
Franklin & Marshall College 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Syosset High School
David Lerner Associates, Inc. July 2002 - Present
GBI Capital Partners March 1997 - February 2002
Oppenheimer & Co. March 1997 - February 2002
Shearson Lehman 1987 - 1991
Skills
Securities Regulation, Securities Litigation, Employment Law
Education
Brooklyn Law School 1982 — 1985
Juris Doctor, Law
Franklin & Marshall College 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Syosset High School
Ernest Lombardi's Shearson Lehman Experience June 1988 - June 1992
Job IT Developer at PepsiCo
Industry Food & Beverages
Experience
PepsiCo October 2002 - Present
Prudential Financial June 1992 - October 2002
Shearson Lehman June 1988 - June 1992
Skills
Crystal Reports, Oracle SQL Developer, Microsoft SQL Server, Mainframe, COBOLII, CICS, DB2, SQL, SDLC, COBOL, Integration
Education
SUNY Geneseo 1970 — 1974
Bachelor of Arts (B.A.), Psychology
PepsiCo October 2002 - Present
Prudential Financial June 1992 - October 2002
Shearson Lehman June 1988 - June 1992
Skills
Crystal Reports, Oracle SQL Developer, Microsoft SQL Server, Mainframe, COBOLII, CICS, DB2, SQL, SDLC, COBOL, Integration
Education
SUNY Geneseo 1970 — 1974
Bachelor of Arts (B.A.), Psychology
Peg Baum's Shearson Lehman Experience 1987 - 1994
Job Secretary to the Director, Parks and Recreation at City of Ashland, OH
Industry Government Administration
Experience
City of Ashland, OH March 1995 - Present
Shearson-Lehman 1987 - 1994
Skills
Microsoft Excel, Microsoft Office, Leadership, Sales, Management, Microsoft Word, PowerPoint, Training
Education
Kent State University at Stark
City of Ashland, OH March 1995 - Present
Shearson-Lehman 1987 - 1994
Skills
Microsoft Excel, Microsoft Office, Leadership, Sales, Management, Microsoft Word, PowerPoint, Training
Education
Kent State University at Stark