Datek Online
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Datek Online Employees
Employee
Years
Job
Industry
Darren Marcus, CFA Darren Marcus, CFA's Datek Online Experience 1998 - 2001
Job Executive Director Equity Research at MKM Partners
Industry Financial Services
Experience
MKM Partners March 2012 - Present
Soleil Securities / Ticonderoga Securities October 2008 - January 2012
Calyon 2006 - February 2011
Calyon Securities (USA) 2006 - 2008
OppenheimerFunds 2006 - 2006
OppenheimerFunds 2006 - 2006
Prudential Financial 2003 - 2006
Datek Online 1998 - 2001
Skills
Series 7, Equities, Financial Analysis, Mutual Funds, Equity Research, Bloomberg, Series 63, Capital Markets, Securities, Financial Modeling, Equity Valuation, Investments, Valuation, Investment Strategies, Financial Markets, Asset Management, Investment Banking, Trading, Derivatives, FINRA, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance / Accounting
The College of New Jersey 1994 — 1998
BA, Psychology
WHS
WHS
woodbridge high
MKM Partners March 2012 - Present
Soleil Securities / Ticonderoga Securities October 2008 - January 2012
Calyon 2006 - February 2011
Calyon Securities (USA) 2006 - 2008
OppenheimerFunds 2006 - 2006
OppenheimerFunds 2006 - 2006
Prudential Financial 2003 - 2006
Datek Online 1998 - 2001
Skills
Series 7, Equities, Financial Analysis, Mutual Funds, Equity Research, Bloomberg, Series 63, Capital Markets, Securities, Financial Modeling, Equity Valuation, Investments, Valuation, Investment Strategies, Financial Markets, Asset Management, Investment Banking, Trading, Derivatives, FINRA, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance / Accounting
The College of New Jersey 1994 — 1998
BA, Psychology
WHS
WHS
woodbridge high
Anthony Mancino Anthony Mancino's Datek Online Experience December 1999 - September 2002
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2013 - Present
TD Ameritrade October 2004 - May 2013
Merrill Lynch November 2003 - October 2004
Datek Online December 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Investment Advisory, Series 24, Wealth Management, Asset Allocation, Series 65, Retirement Planning, Investment Strategies, Retirement, ETFs, Investments, FINRA, Options, Financial Advisory, Bonds, Asset Management, 401k Rollovers, Retirement Plan..., Securities, 401k, IRAs, Wealth Management..., Investment Management, High Net Worth..., Relationship Management, Stocks
Education
Georgian Court College 1997 — 1998
MA Psychology
Richard Stockton College of New Jersey 1993 — 1996
BA, Psychology
Brick High School
Scottrade May 2013 - Present
TD Ameritrade October 2004 - May 2013
Merrill Lynch November 2003 - October 2004
Datek Online December 1999 - September 2002
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Investment Advisory, Series 24, Wealth Management, Asset Allocation, Series 65, Retirement Planning, Investment Strategies, Retirement, ETFs, Investments, FINRA, Options, Financial Advisory, Bonds, Asset Management, 401k Rollovers, Retirement Plan..., Securities, 401k, IRAs, Wealth Management..., Investment Management, High Net Worth..., Relationship Management, Stocks
Education
Georgian Court College 1997 — 1998
MA Psychology
Richard Stockton College of New Jersey 1993 — 1996
BA, Psychology
Brick High School
John Malangone's Datek Online Experience May 1999 - April 2001
Job Director, Client Services, Experian Marketing Services, CrossChannel Marketing
Industry Information Technology and Services
Experience
Experian Marketing Services, Cross-Channel Marketing May 2011 - Present
Experian CheetahMail April 2009 - Present
Experian CheetahMail November 2006 - April 2009
Experian CheetahMail June 2004 - November 2006
Thomson PDR April 2001 - June 2004
DATEK Online May 1999 - April 2001
Skills
Email Marketing, Client Services, Multi-channel Marketing, Digital Marketing, Database Marketing, Online Marketing, Omniture, Digital Strategy, Campaign Management, Mobile Marketing, Interactive Marketing, Social Media, Account Management, Segmentation, Marketing Strategy, E-commerce, Integrated Marketing, Customer Acquisition, Financial Services, Marketing, Online Advertising, Lead Generation, Direct Marketing, SEM, Web Analytics, Analytics, Google Analytics, Creative Direction, Management, CRM, Affiliate Marketing, Strategic Partnerships, Direct Mail, Google Adwords, PPC, Web Marketing, B2B Marketing, Marketing Automation, Salesforce.com, SEO, Digital Media, Social Media Marketing, Mobile Advertising
Education
Rutgers University-New Brunswick 1996 — 2000
BA, Visual Arts - Graphic Design
Experian Marketing Services, Cross-Channel Marketing May 2011 - Present
Experian CheetahMail April 2009 - Present
Experian CheetahMail November 2006 - April 2009
Experian CheetahMail June 2004 - November 2006
Thomson PDR April 2001 - June 2004
DATEK Online May 1999 - April 2001
Skills
Email Marketing, Client Services, Multi-channel Marketing, Digital Marketing, Database Marketing, Online Marketing, Omniture, Digital Strategy, Campaign Management, Mobile Marketing, Interactive Marketing, Social Media, Account Management, Segmentation, Marketing Strategy, E-commerce, Integrated Marketing, Customer Acquisition, Financial Services, Marketing, Online Advertising, Lead Generation, Direct Marketing, SEM, Web Analytics, Analytics, Google Analytics, Creative Direction, Management, CRM, Affiliate Marketing, Strategic Partnerships, Direct Mail, Google Adwords, PPC, Web Marketing, B2B Marketing, Marketing Automation, Salesforce.com, SEO, Digital Media, Social Media Marketing, Mobile Advertising
Education
Rutgers University-New Brunswick 1996 — 2000
BA, Visual Arts - Graphic Design
Andrew Cartine Andrew Cartine's Datek Online Experience 1998 - 2001
Job Senior Software Developer at Interactive Data
Industry Information Technology and Services
Experience
Interactive Data July 2011 - Present
Rent The Runway January 2011 - July 2011
Self Employed August 2010 - January 2011
Zenith Holdings LLC July 2008 - August 2010
Vonage August 2006 - January 2008
Rendezvous Capital Management LLC 2001 - 2006
Datek Online 1998 - 2001
Skills
Java, Management, Leadership, Team Building, C, Linux, Market Data, Software Development, Agile Methodologies, SDLC, Strategic Planning, Integration, Unix, Algorithms, Equities, Trading Systems, Databases, Electronic Trading, SQL, Strategy, XML, MySQL
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (BA), English Language and Literature, General
Interactive Data July 2011 - Present
Rent The Runway January 2011 - July 2011
Self Employed August 2010 - January 2011
Zenith Holdings LLC July 2008 - August 2010
Vonage August 2006 - January 2008
Rendezvous Capital Management LLC 2001 - 2006
Datek Online 1998 - 2001
Skills
Java, Management, Leadership, Team Building, C, Linux, Market Data, Software Development, Agile Methodologies, SDLC, Strategic Planning, Integration, Unix, Algorithms, Equities, Trading Systems, Databases, Electronic Trading, SQL, Strategy, XML, MySQL
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (BA), English Language and Literature, General
James Kostulias James Kostulias's Datek Online Experience July 1998 - November 2001
Job Retail CIO at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2003 - Present
Moody's Investor Services February 2002 - April 2003
Datek Online July 1998 - November 2001
Skills
Series 7, Series 63, Series 24, Wealth Management, Investments, Securities, Equities, Retirement Planning, Portfolio Management, FINRA, Asset Allocation, Options, Financial Services, Relationship Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (BA), History
Christian Brothers Academy 1989 — 1993
TD Ameritrade April 2003 - Present
Moody's Investor Services February 2002 - April 2003
Datek Online July 1998 - November 2001
Skills
Series 7, Series 63, Series 24, Wealth Management, Investments, Securities, Equities, Retirement Planning, Portfolio Management, FINRA, Asset Allocation, Options, Financial Services, Relationship Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Arts (BA), History
Christian Brothers Academy 1989 — 1993
Mark Schaffel Mark Schaffel's Datek Online Experience January 1997 - 1999
Job CoFounder / CEO
Industry Music
Experience
LingoTech Co. Ltd. January 2000 - Present
Zarf Music LLC January 1998 - Present
Datek Online January 1997 - 1999
Interface Recording and Others January 1993 - January 1996
Fast Radio Music January 1990 - January 1994
Skills
Music, Composition, Songwriting, Music Production, Singing, Recording, Guitar, Band, Music Education, Classical, Music Theory, Music Industry, Studio Recording, Bass, Graphic Design, Sound Design, Songs, Entertainment, Keyboards, Mastering, Performing Arts, Orchestration, Blues, Lyricist, Vocal, Film Scoring, Orchestral Music, Audio Engineering, Musical Theatre, Music Publishing, Rock, POP, Sound, A&R, Pro Tools, Drums, Rock Music
Education
University of Miami 1980 — 1984
Bachelor of Arts (B.A.), Music, Music Merchandising
LingoTech Co. Ltd. January 2000 - Present
Zarf Music LLC January 1998 - Present
Datek Online January 1997 - 1999
Interface Recording and Others January 1993 - January 1996
Fast Radio Music January 1990 - January 1994
Skills
Music, Composition, Songwriting, Music Production, Singing, Recording, Guitar, Band, Music Education, Classical, Music Theory, Music Industry, Studio Recording, Bass, Graphic Design, Sound Design, Songs, Entertainment, Keyboards, Mastering, Performing Arts, Orchestration, Blues, Lyricist, Vocal, Film Scoring, Orchestral Music, Audio Engineering, Musical Theatre, Music Publishing, Rock, POP, Sound, A&R, Pro Tools, Drums, Rock Music
Education
University of Miami 1980 — 1984
Bachelor of Arts (B.A.), Music, Music Merchandising
Olivia Lawless, PHR Olivia Lawless, PHR's Datek Online Experience 2001 - 2003
Job Director, Corporate Human Resources at Accutest Laboratories
Industry Environmental Services
Experience
Accutest Laboratories October 2006 - Present
Paychex July 2004 - October 2006
Shopping.com August 2003 - July 2004
Datek Online 2001 - 2003
Skills
Microsoft Office, Process Improvement, Outlook, Applicant Tracking..., Performance Management, Employee Relations, Public Speaking, Project Management, Management, Human Resources, Strategic Planning, Personnel Management, PowerPoint, Microsoft Excel, Talent Acquisition, Onboarding, Recruiting, Benefits Administration, Customer Service, Leadership, Employee Benefits, Change Management, Training, Team Leadership
Education
Rutgers University
Accutest Laboratories October 2006 - Present
Paychex July 2004 - October 2006
Shopping.com August 2003 - July 2004
Datek Online 2001 - 2003
Skills
Microsoft Office, Process Improvement, Outlook, Applicant Tracking..., Performance Management, Employee Relations, Public Speaking, Project Management, Management, Human Resources, Strategic Planning, Personnel Management, PowerPoint, Microsoft Excel, Talent Acquisition, Onboarding, Recruiting, Benefits Administration, Customer Service, Leadership, Employee Benefits, Change Management, Training, Team Leadership
Education
Rutgers University
Brian Cohen Brian Cohen's Datek Online Experience 1999 - 2001
Job Sr. Litigation Consultant at Evolve Discovery
Industry Legal Services
Experience
Evolve Discovery February 2012 - Present
Rhino Imaging April 2005 - January 2012
EGAR Technology 2004 - 2005
Datek Online 1999 - 2001
Skills
Document Management, Litigation Support, Document Review, Litigation
Education
The Ohio State University 1995 — 1998
The Ohio State University 1994 — 1998
Evolve Discovery February 2012 - Present
Rhino Imaging April 2005 - January 2012
EGAR Technology 2004 - 2005
Datek Online 1999 - 2001
Skills
Document Management, Litigation Support, Document Review, Litigation
Education
The Ohio State University 1995 — 1998
The Ohio State University 1994 — 1998
Andrew Bronneck Andrew Bronneck's Datek Online Experience May 2000 - September 2002
Job Vice President at Fidelity Investments, National Financial
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments November 2007 - July 2012
Fidelity Investments May 2004 - October 2007
Morgan Stanley January 2003 - August 2004
Datek Online May 2000 - September 2002
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MBA
Wake Forest University 1995 — 1999
BA
Fidelity Investments July 2012 - Present
Fidelity Investments November 2007 - July 2012
Fidelity Investments May 2004 - October 2007
Morgan Stanley January 2003 - August 2004
Datek Online May 2000 - September 2002
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MBA
Wake Forest University 1995 — 1999
BA
Ellen Steuerer Ellen Steuerer's Datek Online Experience 2001 - 2002
Job Controller at Green Exchange LLC
Industry Financial Services
Experience
Green Exchange LLC November 2009 - Present
NYMEX 2003 - November 2009
Virgin Mobile USA 2002 - 2003
Datek Online 2001 - 2002
BellSouth Wireless Data 1994 - 2001
Journal Register Company 1987 - 1994
Coopers & Lybrand 1984 - 1987
Skills
Finance, Business Analysis, Project Management, Microsoft Excel, Strategic Planning, Analysis, Project Planning, Sarbanes Oxley, Financial Reporting, Budget Process, Financial Systems, Financial Policies &...
Education
University of Scranton 1980 — 1984
BS, Accounting
Green Exchange LLC November 2009 - Present
NYMEX 2003 - November 2009
Virgin Mobile USA 2002 - 2003
Datek Online 2001 - 2002
BellSouth Wireless Data 1994 - 2001
Journal Register Company 1987 - 1994
Coopers & Lybrand 1984 - 1987
Skills
Finance, Business Analysis, Project Management, Microsoft Excel, Strategic Planning, Analysis, Project Planning, Sarbanes Oxley, Financial Reporting, Budget Process, Financial Systems, Financial Policies &...
Education
University of Scranton 1980 — 1984
BS, Accounting
Charles Rhyee Charles Rhyee's Datek Online Experience June 1996 - February 1998
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company February 2011 - Present
Oppenheimer & Co. November 2006 - February 2011
Credit Suisse April 2005 - November 2006
Jefferies & Company November 2004 - April 2005
Schwab Soundview Capital Markets November 2003 - November 2004
Citi August 1999 - November 2003
Citi February 1998 - August 1999
Datek Online June 1996 - February 1998
Skills
Valuation, Equity Research, Equities, Capital Markets, Investment Banking, Financial Services, Analytics
Education
Columbia University in the City of New York 1991 — 2006
Bachelor of Arts (B.A.), Economics
Cowen and Company February 2011 - Present
Oppenheimer & Co. November 2006 - February 2011
Credit Suisse April 2005 - November 2006
Jefferies & Company November 2004 - April 2005
Schwab Soundview Capital Markets November 2003 - November 2004
Citi August 1999 - November 2003
Citi February 1998 - August 1999
Datek Online June 1996 - February 1998
Skills
Valuation, Equity Research, Equities, Capital Markets, Investment Banking, Financial Services, Analytics
Education
Columbia University in the City of New York 1991 — 2006
Bachelor of Arts (B.A.), Economics
Betsy Toland Betsy Toland's Datek Online Experience January 2000 - November 2000
Job Independent Direct Sales (Uppercase Living, Origami Owl, Wildtree Herbs)
Industry Retail
Experience
Wildtree Herbs, Inc. June 2011 - Present
Uppercase Living (Independent Sales) June 2009 - Present
Origami Owl October 2012 - June 2015
IEEE November 2000 - January 2004
Datek Online January 2000 - November 2000
Alfred Karcher, Inc. March 1997 - December 1999
Skills
Customer Service, Microsoft Word, Microsoft Office, Event Planning, PowerPoint, Budgets, Outlook, Inventory Management, Microsoft Excel, Social Media, Public Speaking, Marketing, Event Management, Social Media Marketing, Team Leadership, Marketing Communications, Public Relations, Fundraising, Research, Sales, Direct Sales, Social Networking, Retail, Coaching
Education
Bryant College
North Smithfield
Wildtree Herbs, Inc. June 2011 - Present
Uppercase Living (Independent Sales) June 2009 - Present
Origami Owl October 2012 - June 2015
IEEE November 2000 - January 2004
Datek Online January 2000 - November 2000
Alfred Karcher, Inc. March 1997 - December 1999
Skills
Customer Service, Microsoft Word, Microsoft Office, Event Planning, PowerPoint, Budgets, Outlook, Inventory Management, Microsoft Excel, Social Media, Public Speaking, Marketing, Event Management, Social Media Marketing, Team Leadership, Marketing Communications, Public Relations, Fundraising, Research, Sales, Direct Sales, Social Networking, Retail, Coaching
Education
Bryant College
North Smithfield
Logan Rittberg Logan Rittberg's Datek Online Experience May 2000 - July 2002
Job IT Global Controls at Vanguard
Industry Investment Management
Experience
Vanguard September 2015 - Present
Vanguard January 2013 - August 2015
BlackRock Financial Management August 2004 - January 2013
Merrill Lynch July 2002 - April 2004
Datek Online May 2000 - July 2002
Skills
Operational Risk..., Root Cause Analysis, Process Improvement, Project Management, Results Oriented, Multitasker, ALERT, Reconciliations, Claims Management, Settlements, Macro, Pivot Tables, Aladdin, SWIFT, Options, Swaps, FX, Global Fixed Income, Global Equities, Trading, Bloomberg, Fixed Income, FX Options, Settlement, Investment Banking, Financial Services, Bonds, Equities, SWIFT payments, Hedge Funds, Derivatives
Education
Rowan University 1997 — 2000
BS, Finance
Vanguard September 2015 - Present
Vanguard January 2013 - August 2015
BlackRock Financial Management August 2004 - January 2013
Merrill Lynch July 2002 - April 2004
Datek Online May 2000 - July 2002
Skills
Operational Risk..., Root Cause Analysis, Process Improvement, Project Management, Results Oriented, Multitasker, ALERT, Reconciliations, Claims Management, Settlements, Macro, Pivot Tables, Aladdin, SWIFT, Options, Swaps, FX, Global Fixed Income, Global Equities, Trading, Bloomberg, Fixed Income, FX Options, Settlement, Investment Banking, Financial Services, Bonds, Equities, SWIFT payments, Hedge Funds, Derivatives
Education
Rowan University 1997 — 2000
BS, Finance
Nancy Murray's Datek Online Experience 1998 - 2001
Job Assistant Vice President at MetLife
Industry Financial Services
Experience
MetLife 2006 - Present
E*TRADE FINANCIAL 2004 - 2006
MetLife 2001 - 2004
Datek Online 1998 - 2001
AT&T 1983 - 1998
Skills
Marketing Communications, Mutual Funds, Marketing, Retirement, Employee Benefits, Insurance, 401k, Marketing Strategy, Financial Services, Fixed Annuities, Investments, Leadership, Relationship Management
Education
Saint Louis University
MBA
University of Missouri-Columbia
B.S., Business
MetLife 2006 - Present
E*TRADE FINANCIAL 2004 - 2006
MetLife 2001 - 2004
Datek Online 1998 - 2001
AT&T 1983 - 1998
Skills
Marketing Communications, Mutual Funds, Marketing, Retirement, Employee Benefits, Insurance, 401k, Marketing Strategy, Financial Services, Fixed Annuities, Investments, Leadership, Relationship Management
Education
Saint Louis University
MBA
University of Missouri-Columbia
B.S., Business
Jonathon Swersey's Datek Online Experience October 2000 - February 2003
Job Engagement Manager at Innosight
Industry Management Consulting
Experience
Innosight 2011 - Present
Children's Tumor Foundation February 2013 - Present
Putnam Associates 2009 - 2011
Putnam Associates 2007 - 2009
The Boston Consulting Group 2005 - 2007
American Express May 2004 - August 2004
Datek Online October 2000 - February 2003
New York American Marketing Association 2001 - 2003
Publishers Clearing House 1998 - 2000
Skills
Innovation, Innovation Consulting, Business Model..., Business Strategy, Strategic Thinking, Management Consulting, Healthcare, Consumer Products, Information Technology, Medical Devices, Pharmaceutical Industry, Consumer Packaged Goods..., Qualitative Research, Quantitative Research, Segmentation, Start-ups, Marketing, Strategy, Competitive Analysis, Business Planning, Due Diligence, Emerging Markets, Entrepreneurship, Mergers & Acquisitions, Forecasting, Innovation Management, CRM, Product Launch, Corporate Development, Management, Business Development, Portfolio Management, Marketing Strategy, Market Research, Pricing, Commercialization, Market Entry, Valuation, Cross-functional Team..., Competitive Intelligence, Business Modeling, Venture Capital, Acquisition Integration, Biotechnology, Financial Modeling, Consulting, Strategic Consulting, Business Analysis
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Strategy and Finance
Fordham University School of Law
State University of New York at Binghamton
B. Sc., Biology
Innosight 2011 - Present
Children's Tumor Foundation February 2013 - Present
Putnam Associates 2009 - 2011
Putnam Associates 2007 - 2009
The Boston Consulting Group 2005 - 2007
American Express May 2004 - August 2004
Datek Online October 2000 - February 2003
New York American Marketing Association 2001 - 2003
Publishers Clearing House 1998 - 2000
Skills
Innovation, Innovation Consulting, Business Model..., Business Strategy, Strategic Thinking, Management Consulting, Healthcare, Consumer Products, Information Technology, Medical Devices, Pharmaceutical Industry, Consumer Packaged Goods..., Qualitative Research, Quantitative Research, Segmentation, Start-ups, Marketing, Strategy, Competitive Analysis, Business Planning, Due Diligence, Emerging Markets, Entrepreneurship, Mergers & Acquisitions, Forecasting, Innovation Management, CRM, Product Launch, Corporate Development, Management, Business Development, Portfolio Management, Marketing Strategy, Market Research, Pricing, Commercialization, Market Entry, Valuation, Cross-functional Team..., Competitive Intelligence, Business Modeling, Venture Capital, Acquisition Integration, Biotechnology, Financial Modeling, Consulting, Strategic Consulting, Business Analysis
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Strategy and Finance
Fordham University School of Law
State University of New York at Binghamton
B. Sc., Biology
Haskel D. Zupnick, RCDD, EIT/FE Haskel D. Zupnick, RCDD, EIT/FE's Datek Online Experience 1996 - 1998
Job VP at JP Morgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. October 2014 - Present
CS Technology, Inc. November 2013 - September 2014
Emerging Health Information Technology May 2012 - November 2013
CJ Infrastructure, Inc. October 2005 - May 2012
JBB March 2000 - September 2005
WSP Flack + Kurtz January 1999 - February 2000
Datek Online 1996 - 1998
Skills
Construction Management, Cabling, Vendor Management, Telecommunications, Fiber Optics, CCTV, Project Coordination, Project Planning, RFP, Vendor Relations, Planning, Data Center, Consultancy, Network Design, Cisco, AutoCAD, WiFi, DAS, LAN/WAN, Cable Management, Troubleshooting, Project Management, Cisco Technologies, Information Technology, Infrastructure
Education
Pace University 2004 — 2006
MS, Computer Science, 3.6
Farmingdale State University of New York 1994 — 1998
BSEET, Electrical Engineering, 3.6
Queensborough Community College
Queensborough Community College
JPMorgan Chase & Co. October 2014 - Present
CS Technology, Inc. November 2013 - September 2014
Emerging Health Information Technology May 2012 - November 2013
CJ Infrastructure, Inc. October 2005 - May 2012
JBB March 2000 - September 2005
WSP Flack + Kurtz January 1999 - February 2000
Datek Online 1996 - 1998
Skills
Construction Management, Cabling, Vendor Management, Telecommunications, Fiber Optics, CCTV, Project Coordination, Project Planning, RFP, Vendor Relations, Planning, Data Center, Consultancy, Network Design, Cisco, AutoCAD, WiFi, DAS, LAN/WAN, Cable Management, Troubleshooting, Project Management, Cisco Technologies, Information Technology, Infrastructure
Education
Pace University 2004 — 2006
MS, Computer Science, 3.6
Farmingdale State University of New York 1994 — 1998
BSEET, Electrical Engineering, 3.6
Queensborough Community College
Queensborough Community College
John Torpy John Torpy's Datek Online Experience 1997 - 2001
Job Regional Sales Director at Depomed, Inc.
Industry Pharmaceuticals
Experience
Depomed, Inc. January 2014 - Present
Depomed, Inc. July 2011 - December 2013
Pfizer December 2009 - September 2011
King Pharmaceuticals September 2007 - December 2009
King Pharmaceuticals August 2001 - December 2009
AXA Advisors January 1999 - August 2001
Datek Online 1997 - 2001
Education
McDaniel College 1993 — 1997
B.A, Communication
Western Maryland College 1993 — 1997
Bachelor of Arts (B.A.), Communication
Avon Old Farms
Depomed, Inc. January 2014 - Present
Depomed, Inc. July 2011 - December 2013
Pfizer December 2009 - September 2011
King Pharmaceuticals September 2007 - December 2009
King Pharmaceuticals August 2001 - December 2009
AXA Advisors January 1999 - August 2001
Datek Online 1997 - 2001
Education
McDaniel College 1993 — 1997
B.A, Communication
Western Maryland College 1993 — 1997
Bachelor of Arts (B.A.), Communication
Avon Old Farms
Charles Stegura Charles Stegura's Datek Online Experience 2000 - 2002
Job Assistant Controller at Reiss Manufacturing
Industry Plastics
Experience
Reiss Manufacturing November 2013 - Present
Sprinter Rentals May 2012 - April 2014
Kinder Morgan December 2012 - May 2013
LS Power Generation March 2011 - January 2012
Roma Foods January 2010 - May 2010
Horizon Blue Cross Blue Shield of New Jersey 2004 - 2005
Datek Online 2000 - 2002
Tosco Oil Refinery 1996 - 2000
Skills
Accounting, Accounts Receivable, Accounts Payable, Payroll, General Ledger, Budgets, Forecasting, Trend Analysis, Developed Accounting..., Supervisor, Training and Mentoring, Sales and Use Tax, Fixed Assets, Inventory Control, Sarbanes-Oxley..., Cash Management, Quality Control, Create Analysis and..., Microsoft Word, Excel, Access, PowerPoint, Outlook, SAP, AS400, Sylvon, MIS, Investran, PeopleSoft, MAS500, Clasic, Faro, Cognos, Microsoft Excel, Journal Entries, Finance, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accruals, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor's degree, Accounting
Reiss Manufacturing November 2013 - Present
Sprinter Rentals May 2012 - April 2014
Kinder Morgan December 2012 - May 2013
LS Power Generation March 2011 - January 2012
Roma Foods January 2010 - May 2010
Horizon Blue Cross Blue Shield of New Jersey 2004 - 2005
Datek Online 2000 - 2002
Tosco Oil Refinery 1996 - 2000
Skills
Accounting, Accounts Receivable, Accounts Payable, Payroll, General Ledger, Budgets, Forecasting, Trend Analysis, Developed Accounting..., Supervisor, Training and Mentoring, Sales and Use Tax, Fixed Assets, Inventory Control, Sarbanes-Oxley..., Cash Management, Quality Control, Create Analysis and..., Microsoft Word, Excel, Access, PowerPoint, Outlook, SAP, AS400, Sylvon, MIS, Investran, PeopleSoft, MAS500, Clasic, Faro, Cognos, Microsoft Excel, Journal Entries, Finance, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accruals, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor's degree, Accounting
Carrie (Strum) Greene Carrie (Strum) Greene's Datek Online Experience June 1999 - 2002
Job Small Business Owner at Carrie Greene Coaching
Industry Professional Training & Coaching
Experience
Carrie Greene Coaching October 2013 - Present
CarrieThru, LLC June 2004 - October 2013
Datek Online June 1999 - 2002
New York Stock Exchange November 1989 - June 1999
Skills
Prioritization, Time Management, Small Business, Coaching, Entrepreneur, Strategic Thinking, Online Marketing, Email Marketing, Entrepreneurship, Public Speaking, Marketing, Management, Organization &..., Marketing Strategy, Business Coaching, Leadership, Personal Development, Leadership Development, Executive Coaching, Social Networking, Strategic Planning, Social Media Marketing, Published Author, Workshops, Teaching, Motivational Speaking, Presentations, Performance Improvement, Productivity Coaching, Social Media
Education
Lehigh University - College of Business and Economics 1982 — 1986
BS, Economics
University of York 1984 — 1985
Economics
Carrie Greene Coaching October 2013 - Present
CarrieThru, LLC June 2004 - October 2013
Datek Online June 1999 - 2002
New York Stock Exchange November 1989 - June 1999
Skills
Prioritization, Time Management, Small Business, Coaching, Entrepreneur, Strategic Thinking, Online Marketing, Email Marketing, Entrepreneurship, Public Speaking, Marketing, Management, Organization &..., Marketing Strategy, Business Coaching, Leadership, Personal Development, Leadership Development, Executive Coaching, Social Networking, Strategic Planning, Social Media Marketing, Published Author, Workshops, Teaching, Motivational Speaking, Presentations, Performance Improvement, Productivity Coaching, Social Media
Education
Lehigh University - College of Business and Economics 1982 — 1986
BS, Economics
University of York 1984 — 1985
Economics
Jennifer McCann Vertetis Jennifer McCann Vertetis's Datek Online Experience March 1997 - September 2000
Job President & Executive Director at The Charles Lafitte Foundation
Industry Nonprofit Organization Management
Experience
The Charles Lafitte Foundation January 2000 - Present
Academy for Precision Learning August 2009 - Present
Academy of Precision Learning June 2010 - July 2012
The Academy for Precision Learning August 2009 - June 2010
The University of Washington Autism Center January 2002 - January 2008
Datek Online March 1997 - September 2000
Villanova University 1996 - 1997
Skills
Small Business, Non-profits, Fundraising, Strategic Planning, Public Relations, Community Outreach, Program Management, Public Speaking, Nonprofits, Grant Writing, Program Development, Event Planning, Training, Volunteer Management, Community Development, Philanthropy, Annual Giving, Social Networking, Non-profit..., Staff Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1996
MS, Sport Management
University of San Diego 1991 — 1995
BS, Psychology, Business
JFK
The Charles Lafitte Foundation January 2000 - Present
Academy for Precision Learning August 2009 - Present
Academy of Precision Learning June 2010 - July 2012
The Academy for Precision Learning August 2009 - June 2010
The University of Washington Autism Center January 2002 - January 2008
Datek Online March 1997 - September 2000
Villanova University 1996 - 1997
Skills
Small Business, Non-profits, Fundraising, Strategic Planning, Public Relations, Community Outreach, Program Management, Public Speaking, Nonprofits, Grant Writing, Program Development, Event Planning, Training, Volunteer Management, Community Development, Philanthropy, Annual Giving, Social Networking, Non-profit..., Staff Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1996
MS, Sport Management
University of San Diego 1991 — 1995
BS, Psychology, Business
JFK
Vincent Mc Master Vincent Mc Master's Datek Online Experience January 1998 - January 1999
Job Chife Proctor at CPS HR
Industry Government Administration
Experience
CPS HR August 2013 - Present
NYC DCAS November 2010 - Present
Town Car July 2000 - January 2008
Datek Online January 1998 - January 1999
LMG International January 1995 - January 1998
New York Court Adminstration February 1983 - June 1989
Skills
Wordperfect, Microsoft Excel, Desktop Publishing, Typing speed of 35 WPM, Data Entry (10 key)..., Multi Tasking, Knowledge of..., Databases, Outlook, Data Entry, Office Management, Invoicing, Training, Administrative..., Microsoft Word, Microsoft Office, Accounting, Management, Social Networking, Windows, Leadership, PowerPoint, Team Leadership, Customer Service, Social Media
Education
CUNY New York City College of Technology 2009 — 2009
Cerifitcate, Medical Billing and Coding
Boricua College 1993 — 2003
Liberal Arts
CUNY New York City College of Technology 1992 — 1992
Cerifitcate, Word Processing
Mohawk Community College 1981 — 1981
Liberal Arts
Barbara Scotia College 1980 — 1980
Liberal Arts
CPS HR August 2013 - Present
NYC DCAS November 2010 - Present
Town Car July 2000 - January 2008
Datek Online January 1998 - January 1999
LMG International January 1995 - January 1998
New York Court Adminstration February 1983 - June 1989
Skills
Wordperfect, Microsoft Excel, Desktop Publishing, Typing speed of 35 WPM, Data Entry (10 key)..., Multi Tasking, Knowledge of..., Databases, Outlook, Data Entry, Office Management, Invoicing, Training, Administrative..., Microsoft Word, Microsoft Office, Accounting, Management, Social Networking, Windows, Leadership, PowerPoint, Team Leadership, Customer Service, Social Media
Education
CUNY New York City College of Technology 2009 — 2009
Cerifitcate, Medical Billing and Coding
Boricua College 1993 — 2003
Liberal Arts
CUNY New York City College of Technology 1992 — 1992
Cerifitcate, Word Processing
Mohawk Community College 1981 — 1981
Liberal Arts
Barbara Scotia College 1980 — 1980
Liberal Arts
Scott Rhoades's Datek Online Experience January 2000 - July 2000
Job Human Resources Officer at First Bank
Industry Banking
Experience
First Bank July 2006 - Present
Spencer Reed Group January 2006 - June 2006
Spherion Professional Services January 2004 - January 2006
Indoff 2002 - 2004
Accountemps September 2000 - 2002
Datek Online January 2000 - July 2000
Mason Hill &Co. 1999 - 2000
Ladenburg Thalmann 1998 - 1999
Lindab A/S 1996 - 1998
United States Air Force 1992 - 1996
Skills
Technical Recruiting, Interviewing, Hiring, Sourcing, Recruitment/Retention, Full-cycle Recruiting, Cold Calling, Talent Management, Onboarding, Talent Acquisition, Executive Search, Salary Negotiation, Applicant Tracking..., Building Relationships, Resume Writing, Compensation, Recruiting, Interviews, Start-ups, Networking, SDLC, Policy, Business Development, Sales Process, Benefits Negotiation, Employee Relations, Training, Temporary Staffing, PeopleSoft, Management, College Recruiting, Deferred Compensation, Leadership, Contract Recruitment, New Hire Orientations, Performance Management, Sales, HR Policies, Screening Resumes, Workforce Planning, Internet Recruiting, Human Resources, Vendor Management, Employee Engagement, Staffing Services, Relationship Management, Temporary Placement, Time Management, HRIS, Employee Training
Education
University of Maryland University College 1993 — 1995
Associates, Mechanics
Ft. Zumwalt South High School 1988 — 1992
High School Deploma, General
First Bank July 2006 - Present
Spencer Reed Group January 2006 - June 2006
Spherion Professional Services January 2004 - January 2006
Indoff 2002 - 2004
Accountemps September 2000 - 2002
Datek Online January 2000 - July 2000
Mason Hill &Co. 1999 - 2000
Ladenburg Thalmann 1998 - 1999
Lindab A/S 1996 - 1998
United States Air Force 1992 - 1996
Skills
Technical Recruiting, Interviewing, Hiring, Sourcing, Recruitment/Retention, Full-cycle Recruiting, Cold Calling, Talent Management, Onboarding, Talent Acquisition, Executive Search, Salary Negotiation, Applicant Tracking..., Building Relationships, Resume Writing, Compensation, Recruiting, Interviews, Start-ups, Networking, SDLC, Policy, Business Development, Sales Process, Benefits Negotiation, Employee Relations, Training, Temporary Staffing, PeopleSoft, Management, College Recruiting, Deferred Compensation, Leadership, Contract Recruitment, New Hire Orientations, Performance Management, Sales, HR Policies, Screening Resumes, Workforce Planning, Internet Recruiting, Human Resources, Vendor Management, Employee Engagement, Staffing Services, Relationship Management, Temporary Placement, Time Management, HRIS, Employee Training
Education
University of Maryland University College 1993 — 1995
Associates, Mechanics
Ft. Zumwalt South High School 1988 — 1992
High School Deploma, General
Lauren Kiesel Lauren Kiesel's Datek Online Experience January 1999 - November 2002
Job Human Resources at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation June 2015 - Present
TD Ameritrade August 2013 - May 2015
Moody's Corporation July 2004 - August 2013
CheckFree Investment Services December 2002 - June 2004
Datek Online January 1999 - November 2002
Skills
Employee Relations, Performance Management, Internal Investigations, Training, Training Needs Analysis, Talent Acquisition, Recruiting, Sourcing, PeopleSoft, Management, Team Building, PowerPoint, Communication Skills, Financial Services, Securities, Analysis, SDLC, Human Resources, Vendor Management, Capital Markets, Analytics
Education
Rutgers University-New Brunswick
BA
Moody's Corporation June 2015 - Present
TD Ameritrade August 2013 - May 2015
Moody's Corporation July 2004 - August 2013
CheckFree Investment Services December 2002 - June 2004
Datek Online January 1999 - November 2002
Skills
Employee Relations, Performance Management, Internal Investigations, Training, Training Needs Analysis, Talent Acquisition, Recruiting, Sourcing, PeopleSoft, Management, Team Building, PowerPoint, Communication Skills, Financial Services, Securities, Analysis, SDLC, Human Resources, Vendor Management, Capital Markets, Analytics
Education
Rutgers University-New Brunswick
BA
Michele Esposito's Datek Online Experience 1999 - 2001
Job Senior Analyst
Industry Information Technology and Services
Experience
ATOS, formerly Siemens IT Solutions and Services April 2010 - Present
AT&T Mobility September 2007 - April 2010
Tiffany & Co. April 2004 - September 2007
Muriel Siebert & Co., Inc. June 2002 - June 2003
Datek Online 1999 - 2001
Skills
Access, Project Management, SAP, Business Analysis, Time Management, Financial Reporting
Education
University of Central Florida - College of Business Administration
BSBA, Finance
ATOS, formerly Siemens IT Solutions and Services April 2010 - Present
AT&T Mobility September 2007 - April 2010
Tiffany & Co. April 2004 - September 2007
Muriel Siebert & Co., Inc. June 2002 - June 2003
Datek Online 1999 - 2001
Skills
Access, Project Management, SAP, Business Analysis, Time Management, Financial Reporting
Education
University of Central Florida - College of Business Administration
BSBA, Finance
Helder Correia Helder Correia's Datek Online Experience 1999 - 2003
Job Manager, Middleware Platform Srvcs at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
Td Ameritrade November 1999 - Present
Datek Online 1999 - 2003
GIBRALTAR SECURITIES January 1997 - October 1999
Skills
Equities, Options, Trading Systems, Financial Services, Process Improvement, Trading, Fixed Income, SQL, Unix, Java, Market Data, Technical Analysis, Capital Markets, Lean IT, Windows, Linux
Education
Kean University
Finance
TD Ameritrade January 2014 - Present
Td Ameritrade November 1999 - Present
Datek Online 1999 - 2003
GIBRALTAR SECURITIES January 1997 - October 1999
Skills
Equities, Options, Trading Systems, Financial Services, Process Improvement, Trading, Fixed Income, SQL, Unix, Java, Market Data, Technical Analysis, Capital Markets, Lean IT, Windows, Linux
Education
Kean University
Finance
John J. Fiorito John J. Fiorito's Datek Online Experience June 2001 - December 2001
Job Financial Advisor, Financial & Retirement Planning Specialist, Wealth Management, 401(k) Plans and Rollovers
Industry Financial Services
Experience
RMR Wealth Management LLC October 2011 - Present
BNI November 2011 - Present
Dinosaur Securities LLC October 2011 - Present
US Planning Group October 2002 - September 2011
World Co LLC January 2002 - June 2002
Datek Online June 2001 - December 2001
Skills
Retirement Planning, Wealth Management, Financial Advisory, Investment Advisory, Portfolio Management, Retirement, Equities, Securities, Investment Strategies, Life Insurance, Estate Planning, Financial Planners, Finance, Fixed Annuities, Strategic Financial..., Leadership, 401k, Asset Allocation, Asset Management, Wealth, IRA Rollovers, Financial Services, Business Planning, Alternative Investments, Pensions, Disability Insurance, Business Strategy, Health Insurance, Creative Problem Solving, Insurance, Cash Management, 401k Rollovers, Risk Management, Financial Analysis, Team Leadership, Wealth Management..., Retirement Income..., Exit Strategies, Buy-sell Agreements, Managed Futures, Retirement Solutions, Financial Advisor, Insurance Planning, Income Generation, Contingency Planning, Key Man Insurance, Pension Maximization, Financial Planning, Tactical Planning, Comprehensive Wealth...
Education
State University of New York at Albany 1999 — 2001
Business and Communications
Westchester Community College 1997 — 1999
AS, Business Management
Mount Saint Michael 1993 — 1997
RMR Wealth Management LLC October 2011 - Present
BNI November 2011 - Present
Dinosaur Securities LLC October 2011 - Present
US Planning Group October 2002 - September 2011
World Co LLC January 2002 - June 2002
Datek Online June 2001 - December 2001
Skills
Retirement Planning, Wealth Management, Financial Advisory, Investment Advisory, Portfolio Management, Retirement, Equities, Securities, Investment Strategies, Life Insurance, Estate Planning, Financial Planners, Finance, Fixed Annuities, Strategic Financial..., Leadership, 401k, Asset Allocation, Asset Management, Wealth, IRA Rollovers, Financial Services, Business Planning, Alternative Investments, Pensions, Disability Insurance, Business Strategy, Health Insurance, Creative Problem Solving, Insurance, Cash Management, 401k Rollovers, Risk Management, Financial Analysis, Team Leadership, Wealth Management..., Retirement Income..., Exit Strategies, Buy-sell Agreements, Managed Futures, Retirement Solutions, Financial Advisor, Insurance Planning, Income Generation, Contingency Planning, Key Man Insurance, Pension Maximization, Financial Planning, Tactical Planning, Comprehensive Wealth...
Education
State University of New York at Albany 1999 — 2001
Business and Communications
Westchester Community College 1997 — 1999
AS, Business Management
Mount Saint Michael 1993 — 1997
Scott Mandel Scott Mandel's Datek Online Experience 2000 - 2003
Job VP / Project Manager Investment Platforms at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Greg Barow Greg Barow's Datek Online Experience 1998 - 2001
Job at Barow Real Estate Consulting
Industry Real Estate
Experience
Rotrhlein Agency FounderBarow Real Estate ConsultingNovember 2008 - Present
Rothelin Agency 2006 - 2008
New York Life 2003 - 2005
Datek Online 1998 - 2001
Datek 1997 - 2001
Education
Salisbury University 1991 — 1997
Bio Chem
College Admission Prep Course
Rotrhlein Agency FounderBarow Real Estate ConsultingNovember 2008 - Present
Rothelin Agency 2006 - 2008
New York Life 2003 - 2005
Datek Online 1998 - 2001
Datek 1997 - 2001
Education
Salisbury University 1991 — 1997
Bio Chem
College Admission Prep Course
Camille Arrington-Watson Camille Arrington-Watson's Datek Online Experience January 2000 - November 2002
Job Compliance and Regulatory Professional
Industry Financial Services
Experience
PricewaterhouseCoopers November 2006 - July 2010
PricewaterhouseCoopers June 2003 - November 2006
Datek Online January 2000 - November 2002
Bank of America March 1995 - January 2000
Skills
Compliance and..., Quality Assurance, Financial Services, Back Office, Microsoft Office, Employee Training, Internal Communications, Mutual Funds, Risk Management, Process Improvement, Leadership, Access, Microsoft Excel, Public Speaking, Management, Customer Service, Accounting
Education
University of Phoenix 2004 — 2007
Global Management, 3.86 GPA
Rutgers University-New Brunswick 1989 — 1991
Bachelor's Degree, Economics
Northeastern University 1987 — 1989
Business
PricewaterhouseCoopers November 2006 - July 2010
PricewaterhouseCoopers June 2003 - November 2006
Datek Online January 2000 - November 2002
Bank of America March 1995 - January 2000
Skills
Compliance and..., Quality Assurance, Financial Services, Back Office, Microsoft Office, Employee Training, Internal Communications, Mutual Funds, Risk Management, Process Improvement, Leadership, Access, Microsoft Excel, Public Speaking, Management, Customer Service, Accounting
Education
University of Phoenix 2004 — 2007
Global Management, 3.86 GPA
Rutgers University-New Brunswick 1989 — 1991
Bachelor's Degree, Economics
Northeastern University 1987 — 1989
Business
Arthur Crist Arthur Crist's Datek Online Experience June 1999 - October 2002
Job VP, Market Sales Manager Merrill Lynch
Industry Financial Services
Experience
Merrill Edge May 2011 - Present
HSBC September 2009 - May 2011
Wachovia, A Wells Fargo Company September 2007 - September 2009
TD Ameritrade 2005 - 2007
Datek Online June 1999 - October 2002
Skills
Series 7, Loans, Financial Analysis, Investments, Series 66, Series 63, Relationship Management, Banking, Financial Advisory, Financial Services, Mutual Funds, Sales, Retail Banking, Bonds, Investment Management, series 9, series 10, FINRA, Finance, Mortgage Lending, Uniform Combined State...
Education
University of Scranton 1995 — 1999
B.S., Criminal Justice, History
University of Scranton 1995 — 1999
Merrill Edge May 2011 - Present
HSBC September 2009 - May 2011
Wachovia, A Wells Fargo Company September 2007 - September 2009
TD Ameritrade 2005 - 2007
Datek Online June 1999 - October 2002
Skills
Series 7, Loans, Financial Analysis, Investments, Series 66, Series 63, Relationship Management, Banking, Financial Advisory, Financial Services, Mutual Funds, Sales, Retail Banking, Bonds, Investment Management, series 9, series 10, FINRA, Finance, Mortgage Lending, Uniform Combined State...
Education
University of Scranton 1995 — 1999
B.S., Criminal Justice, History
University of Scranton 1995 — 1999
Alex Macina Alex Macina's Datek Online Experience 1998 - 2001
Job Director, PAS Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments December 2011 - Present
Fidelity Investments July 2002 - December 2011
Bankers Life and Casualty 2001 - 2002
Datek Online 1998 - 2001
Education
Seton Hall University
Morris Knolls High School
Fidelity Investments August 2015 - Present
Fidelity Investments December 2011 - Present
Fidelity Investments July 2002 - December 2011
Bankers Life and Casualty 2001 - 2002
Datek Online 1998 - 2001
Education
Seton Hall University
Morris Knolls High School
Rajeev Shah, MBA Rajeev Shah, MBA's Datek Online Experience November 1997 - December 1998
Job Finance Director at Matrixx Initiatives
Industry Information Technology and Services
Experience
Matrixx Initiatives, Inc. / Zicam LLC November 2011 - Present
Fujitsu America January 2006 - October 2011
Dow Jones 2004 - 2005
Fujitsu Consulting June 1999 - June 2004
KPMG Peat Marwick December 1998 - June 1999
Datek Online November 1997 - December 1998
Pershing February 1994 - March 1996
Skills
Financial Reporting, Accounting, Revenue Recognition, Strategic Planning, Project Management, Cash Flow, Business Process..., Forecasting, Financial Analysis, Process Improvement, Budgets, Analysis, Financial Systems, Variance Analysis, Financial Accounting, Management, Business Development, Mergers, Business Analysis
Education
Fairleigh Dickson University - Florham 1995 — 1997
MBA, Finance, International Business
Fairleigh Dickson University - Florham 1989 — 1993
BS, Business Management
Matrixx Initiatives, Inc. / Zicam LLC November 2011 - Present
Fujitsu America January 2006 - October 2011
Dow Jones 2004 - 2005
Fujitsu Consulting June 1999 - June 2004
KPMG Peat Marwick December 1998 - June 1999
Datek Online November 1997 - December 1998
Pershing February 1994 - March 1996
Skills
Financial Reporting, Accounting, Revenue Recognition, Strategic Planning, Project Management, Cash Flow, Business Process..., Forecasting, Financial Analysis, Process Improvement, Budgets, Analysis, Financial Systems, Variance Analysis, Financial Accounting, Management, Business Development, Mergers, Business Analysis
Education
Fairleigh Dickson University - Florham 1995 — 1997
MBA, Finance, International Business
Fairleigh Dickson University - Florham 1989 — 1993
BS, Business Management
Alex Plotkin Alex Plotkin's Datek Online Experience September 1999 - June 2000
Job Commercial Insurance Underwriter at Central Insurance Companies/Social Media Director Alliance of Technology and Women
Industry Insurance
Experience
The Hartford Financial Services Corp April 2011 - September 2012
Travelers August 2007 - April 2011
Investors Bank & Trust January 2002 - January 2007
Center For Labor Market Studies June 2001 - September 2001
Datek Online September 1999 - June 2000
Skills
Underwriting, Insurance, Commercial Insurance, Risk Management, Liability, Property & Casualty..., Financial Analysis, Tableau, Workers Compensation, Professional Liability, Financial Risk, Legal Liability, Analysis, General Insurance, Strategic Planning, Financial Modeling, Regression Analysis, Statistical Modeling, MS Excel Pivot Tables, Microsoft Excel, Toastmasters, SAS, SPSS, Statistics, Data Analysis, Customer Service, Risk Analysis, Market Research, PowerPoint, Market Analysis, Data Warehousing, Data Mining, Cost Accounting, Data Collection, Macroeconomics, Public Speaking, Forecasting, Business Intelligence, Claim, CRM, Banking, Technology E&O, Claims Handling, Brokers, Claims Management, Finance, Pricing, Management, Executive Management, Casualty
Education
Bentley University 2004 — 2014
MBA, Risk Management, 3.4
Northeastern University 2000 — 2002
MA, Economics, 3.3
State University of New York 1993 — 1997
BA and Minor, History/Accounting
The Institutes 2015 — 2018
Chartered Property Casualty Underwriter, Insurance
The Hartford Financial Services Corp April 2011 - September 2012
Travelers August 2007 - April 2011
Investors Bank & Trust January 2002 - January 2007
Center For Labor Market Studies June 2001 - September 2001
Datek Online September 1999 - June 2000
Skills
Underwriting, Insurance, Commercial Insurance, Risk Management, Liability, Property & Casualty..., Financial Analysis, Tableau, Workers Compensation, Professional Liability, Financial Risk, Legal Liability, Analysis, General Insurance, Strategic Planning, Financial Modeling, Regression Analysis, Statistical Modeling, MS Excel Pivot Tables, Microsoft Excel, Toastmasters, SAS, SPSS, Statistics, Data Analysis, Customer Service, Risk Analysis, Market Research, PowerPoint, Market Analysis, Data Warehousing, Data Mining, Cost Accounting, Data Collection, Macroeconomics, Public Speaking, Forecasting, Business Intelligence, Claim, CRM, Banking, Technology E&O, Claims Handling, Brokers, Claims Management, Finance, Pricing, Management, Executive Management, Casualty
Education
Bentley University 2004 — 2014
MBA, Risk Management, 3.4
Northeastern University 2000 — 2002
MA, Economics, 3.3
State University of New York 1993 — 1997
BA and Minor, History/Accounting
The Institutes 2015 — 2018
Chartered Property Casualty Underwriter, Insurance
Robert Burns, CFA Robert Burns, CFA's Datek Online Experience 2000 - 2002
Job Director at BIDS Trading
Industry Financial Services
Experience
BIDS Trading December 2006 - Present
TD Ameritrade 2005 - 2006
Datek Online 2000 - 2002
Skills
Electronic Trading, Equities, Equity Trading, Trading Systems, Series 24, Fixed Income, Series 7, Bloomberg, Series 63, Trading, Hedge Funds, Microsoft Excel, FINRA, Derivatives, Securities, Capital Markets, Financial Markets, Series 3, Excel, series 55, series 4, PL/SQL
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Quantitative Finance, Financial Instruments & Markets
Fordham University - Graduate School of Business Administration 2005 — 2005
Pre MBA Program
Rutgers University-New Brunswick 1995 — 1999
BA, Communication
BIDS Trading December 2006 - Present
TD Ameritrade 2005 - 2006
Datek Online 2000 - 2002
Skills
Electronic Trading, Equities, Equity Trading, Trading Systems, Series 24, Fixed Income, Series 7, Bloomberg, Series 63, Trading, Hedge Funds, Microsoft Excel, FINRA, Derivatives, Securities, Capital Markets, Financial Markets, Series 3, Excel, series 55, series 4, PL/SQL
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Quantitative Finance, Financial Instruments & Markets
Fordham University - Graduate School of Business Administration 2005 — 2005
Pre MBA Program
Rutgers University-New Brunswick 1995 — 1999
BA, Communication
Brian Bernier's Datek Online Experience November 1999 - June 2001
Job Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Private Client Group LLC June 2008 - November 2010
E*Trade Financial Corp November 2004 - June 2008
Oppenheimer & Company Inc September 2003 - November 2004
Northwestern Mutual March 2002 - September 2003
Northwestern Mutual Life March 2002 - September 2003
Datek Online November 1999 - June 2001
Skills
Asset Allocation, Equities, Finance, Insurance, Investments, Management, Mutual Funds, Process Improvement, Securities, Series 63, Series 7
Education
Montclair State University
B.A, Human Ecology
FLHS
Morgan Stanley Smith Barney January 2011 - Present
Private Client Group LLC June 2008 - November 2010
E*Trade Financial Corp November 2004 - June 2008
Oppenheimer & Company Inc September 2003 - November 2004
Northwestern Mutual March 2002 - September 2003
Northwestern Mutual Life March 2002 - September 2003
Datek Online November 1999 - June 2001
Skills
Asset Allocation, Equities, Finance, Insurance, Investments, Management, Mutual Funds, Process Improvement, Securities, Series 63, Series 7
Education
Montclair State University
B.A, Human Ecology
FLHS
Brian Dorf Brian Dorf's Datek Online Experience September 1999 - August 2000
Job Consultant Public Relations, Media Relations and Community Engagement.
Industry Public Relations and Communications
Experience
Wind Key PR February 2009 - Present
Greenman-Pedersen, Inc. March 2005 - February 2009
Wind Key Public Relations April 2003 - March 2005
Office of the Jersey City Mayor January 2002 - April 2003
Datek Online September 1999 - August 2000
Wind Key Public Relations July 1996 - September 1999
Office of the Hudson County Executive October 1993 - July 1996
Office of the Jersey City Mayor December 1990 - October 1993
1010 WINS News November 1984 - March 1987
Skills
Public Relations, Community Relations, Public Involvement, Community Outreach, Media Relations, Social Media, Strategic Communications, Public Policy, Infrastructure Projects, Collateral Material..., Transportation Project..., General Public, Community Development, Newsletters, Public Speaking, Television, Politics, Program Management, Press Releases, Leadership, Government, Spokesperson, Social Networking, Event Planning, Nonprofits, Marketing, Fundraising, Research, Advertising, Communications Planning, Crisis Communications, Corporate Communications, Proposal Writing, Strategy, Speech Writing, Marketing Communications, Internal Communications, Reputation Management, Public Affairs, Publications, Interviews, Message Development, Publicity, Messaging, Copywriting, Crisis Management, Communication Training, Corporate Social..., Campaigns, Photography
Education
Ithaca College
Bachelor of Science, Communications
Wind Key PR February 2009 - Present
Greenman-Pedersen, Inc. March 2005 - February 2009
Wind Key Public Relations April 2003 - March 2005
Office of the Jersey City Mayor January 2002 - April 2003
Datek Online September 1999 - August 2000
Wind Key Public Relations July 1996 - September 1999
Office of the Hudson County Executive October 1993 - July 1996
Office of the Jersey City Mayor December 1990 - October 1993
1010 WINS News November 1984 - March 1987
Skills
Public Relations, Community Relations, Public Involvement, Community Outreach, Media Relations, Social Media, Strategic Communications, Public Policy, Infrastructure Projects, Collateral Material..., Transportation Project..., General Public, Community Development, Newsletters, Public Speaking, Television, Politics, Program Management, Press Releases, Leadership, Government, Spokesperson, Social Networking, Event Planning, Nonprofits, Marketing, Fundraising, Research, Advertising, Communications Planning, Crisis Communications, Corporate Communications, Proposal Writing, Strategy, Speech Writing, Marketing Communications, Internal Communications, Reputation Management, Public Affairs, Publications, Interviews, Message Development, Publicity, Messaging, Copywriting, Crisis Management, Communication Training, Corporate Social..., Campaigns, Photography
Education
Ithaca College
Bachelor of Science, Communications
John M. Losquadro John M. Losquadro's Datek Online Experience September 1997 - February 2002
Job Wealth Management Advisor, Strong Client Focus | New Hire Coaching & Training, Case Design & Development, Sales Support
Industry Financial Services
Experience
Northwestern Mutual March 2014 - November 2014
Northwestern Mutual February 2002 - February 2014
Datek Online September 1997 - February 2002
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Savings, College Savings Plans, Financial Planning
Education
Montclair State University 1989 — 1992
Bachelor's Degree, Psychology
County College of Morris 1988 — 1989
Associate's Degree, Business Administration and Management, General
Northwestern Mutual March 2014 - November 2014
Northwestern Mutual February 2002 - February 2014
Datek Online September 1997 - February 2002
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Savings, College Savings Plans, Financial Planning
Education
Montclair State University 1989 — 1992
Bachelor's Degree, Psychology
County College of Morris 1988 — 1989
Associate's Degree, Business Administration and Management, General
Onelia A. Martin, MBA Onelia A. Martin, MBA's Datek Online Experience October 2000 - January 2002
Job Chief Financial Officer
Industry Food Production
Experience
Gregory Packaging, Inc January 2011 - Present
Woodstock Farms April 2010 - January 2011
AarhusKarlshamn USA, Inc July 2007 - December 2009
Agency, Inc January 2002 - July 2007
Datek Online October 2000 - January 2002
Datek Online Holdings Corp April 1998 - October 2000
A-1 International Courier Service Inc January 1990 - April 1997
Hudson United Bank April 1986 - January 1990
Skills
Bilingual-Spanish, Contract Negotiation, Business Analysis, Project Management, ERP, Information Systems, Cost Reduction..., Strategies, Financial Analysis, Financial Reporting, Forecasting, Risk Management, Mergers, Finance, Process Improvement, Budgets, Accounting, Strategic Planning, Sarbanes-Oxley Act, Cash Management, Managerial Finance, Auditing, Corporate Finance, Negotiation, Analysis, Business Planning, Management, Variance Analysis, Cash Flow, Strategy, Start-ups, Internal Audit, Cross-functional Team..., Leadership, Payroll, Accounts Receivable, Accounts Payable, IFRS, Financial Audits, Human Resources, Training, Project Planning, Banking, Cost Accounting, Internal Controls, GAAP, Financial Statements, Consolidation, Tax, Purchasing
Education
Seton Hall University 2008 — 2010
MBA, Finance
New Jersey City University 1981 — 1986
Bachelor of Science; MBA, Business Administration; Accounting; Finance
Gregory Packaging, Inc January 2011 - Present
Woodstock Farms April 2010 - January 2011
AarhusKarlshamn USA, Inc July 2007 - December 2009
Agency, Inc January 2002 - July 2007
Datek Online October 2000 - January 2002
Datek Online Holdings Corp April 1998 - October 2000
A-1 International Courier Service Inc January 1990 - April 1997
Hudson United Bank April 1986 - January 1990
Skills
Bilingual-Spanish, Contract Negotiation, Business Analysis, Project Management, ERP, Information Systems, Cost Reduction..., Strategies, Financial Analysis, Financial Reporting, Forecasting, Risk Management, Mergers, Finance, Process Improvement, Budgets, Accounting, Strategic Planning, Sarbanes-Oxley Act, Cash Management, Managerial Finance, Auditing, Corporate Finance, Negotiation, Analysis, Business Planning, Management, Variance Analysis, Cash Flow, Strategy, Start-ups, Internal Audit, Cross-functional Team..., Leadership, Payroll, Accounts Receivable, Accounts Payable, IFRS, Financial Audits, Human Resources, Training, Project Planning, Banking, Cost Accounting, Internal Controls, GAAP, Financial Statements, Consolidation, Tax, Purchasing
Education
Seton Hall University 2008 — 2010
MBA, Finance
New Jersey City University 1981 — 1986
Bachelor of Science; MBA, Business Administration; Accounting; Finance
Elvin B Charleston Elvin B Charleston's Datek Online Experience May 2000 - October 2002
Job Data Product Manager at Vitals
Industry Information Technology and Services
Experience
Vitals February 2015 - Present
Cegedim Relationship Management July 2010 - February 2015
Cegedim Dendrite September 2008 - July 2010
ClinPhone May 2008 - August 2008
Dendrite July 2006 - May 2008
Dendrite June 2005 - July 2006
Dendrite November 2004 - June 2005
Dendrite February 2003 - November 2004
Datek Online May 2000 - October 2002
Skills
Project Management, Help Desk Support, Customer Service, Software Development, Process Improvement, Program Management, Business Analysis, Change Management, Access, Team Leadership, Strategic Planning, Visio, Project Planning, Business Intelligence, Physician Verification, State License..., Master Data Management, Axure, QlikView, Kana, Product Management, Pharmaceutical Industry, Data Entry, Data Management, 21 CFR Part 11, GCP, HIPPA, ICH-GCP, Strategy, Clinical Research, Clinical Trials, Management, CTMS, Requirements Gathering, Business Process, Healthcare Data..., Business Development, Analysis, Training, Leadership, HIPAA, Quality Assurance, CRM, Pre-sales, Cross-functional Team..., SDLC, Software Documentation, Analytics, Integration, Software Project...
Education
Rutgers University-New Brunswick 1994 — 1999
Bachelor of Arts, Biological Sciences, Information Technology & Informatics
Abraham Clark HS 1992 — 1994
Saint Louis de Gonzague 1981 — 1992
Vitals February 2015 - Present
Cegedim Relationship Management July 2010 - February 2015
Cegedim Dendrite September 2008 - July 2010
ClinPhone May 2008 - August 2008
Dendrite July 2006 - May 2008
Dendrite June 2005 - July 2006
Dendrite November 2004 - June 2005
Dendrite February 2003 - November 2004
Datek Online May 2000 - October 2002
Skills
Project Management, Help Desk Support, Customer Service, Software Development, Process Improvement, Program Management, Business Analysis, Change Management, Access, Team Leadership, Strategic Planning, Visio, Project Planning, Business Intelligence, Physician Verification, State License..., Master Data Management, Axure, QlikView, Kana, Product Management, Pharmaceutical Industry, Data Entry, Data Management, 21 CFR Part 11, GCP, HIPPA, ICH-GCP, Strategy, Clinical Research, Clinical Trials, Management, CTMS, Requirements Gathering, Business Process, Healthcare Data..., Business Development, Analysis, Training, Leadership, HIPAA, Quality Assurance, CRM, Pre-sales, Cross-functional Team..., SDLC, Software Documentation, Analytics, Integration, Software Project...
Education
Rutgers University-New Brunswick 1994 — 1999
Bachelor of Arts, Biological Sciences, Information Technology & Informatics
Abraham Clark HS 1992 — 1994
Saint Louis de Gonzague 1981 — 1992
Thomas Van Pelt Thomas Van Pelt's Datek Online Experience December 1997 - September 2002
Job Assistant Vice President Financial Planning & Analysis
Industry Insurance
Experience
Chubb Group of Insurance Companies, Accident & Health December 2002 - Present
Datek Online December 1997 - September 2002
Skills
Insurance, Financial Analysis, Financial Modeling, Underwriting, Process Improvement, Business Analysis, Financial Reporting, Analysis, Strategic Planning, Financial Planning, Business Strategy, Budgeting, Cash Management, People Management, Excel, Operations Management, Problem Solving, Securities, PowerPoint, Options, Currency Exchange, International Business, Financial Markets, Risk Management, Business Process...
Education
Rutgers Business School 1993 — 1997
Bachelor of Science (B.S.), Finance
Rutgers University-New Brunswick 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Chubb Group of Insurance Companies, Accident & Health December 2002 - Present
Datek Online December 1997 - September 2002
Skills
Insurance, Financial Analysis, Financial Modeling, Underwriting, Process Improvement, Business Analysis, Financial Reporting, Analysis, Strategic Planning, Financial Planning, Business Strategy, Budgeting, Cash Management, People Management, Excel, Operations Management, Problem Solving, Securities, PowerPoint, Options, Currency Exchange, International Business, Financial Markets, Risk Management, Business Process...
Education
Rutgers Business School 1993 — 1997
Bachelor of Science (B.S.), Finance
Rutgers University-New Brunswick 1993 — 1997
Bachelor of Arts (B.A.), Political Science
William J Smith, MBA William J Smith, MBA's Datek Online Experience August 1999 - April 2001
Job Strategic Communications & Public Affairs professional
Industry Public Relations and Communications
Experience
Richmond University Medical Center April 2015 - Present
NJ Transit May 2013 - April 2015
Savino for New York September 2012 - November 2012
U.S. House of Representatives, Rep. Michael G. Grimm January 2011 - February 2012
Richmond County District Attorney Daniel M. Donovan April 2004 - December 2010
UBS/PaineWebber July 2001 - March 2004
Datek Online August 1999 - April 2001
Skills
Government Relations, Politics, Government Liaison, Government, Community Relations, Crisis Communications, Speech Writing, Media Relations, Public Relations, Public Speaking, External Relations, External Affairs, Press Releases, Community Development, Public Affairs, International Relations, Public Policy, Community Outreach, Foreign Policy, Political Campaigns, Policy Analysis, Strategic Communications, Legislation, Spokesperson, Proposal Writing
Education
Wagner College
MBA, Management, 3.71 GPA
Wagner College
BA, Political Science, 3.51 GPA
Texas A&M University 2013 — 2013
Certificate, Jurisdictional Crisis Incident Management
National Advocacy Center, United States Department of Justice 2006 — 2006
Certificate, Media and the Prosecutor
Richmond University Medical Center April 2015 - Present
NJ Transit May 2013 - April 2015
Savino for New York September 2012 - November 2012
U.S. House of Representatives, Rep. Michael G. Grimm January 2011 - February 2012
Richmond County District Attorney Daniel M. Donovan April 2004 - December 2010
UBS/PaineWebber July 2001 - March 2004
Datek Online August 1999 - April 2001
Skills
Government Relations, Politics, Government Liaison, Government, Community Relations, Crisis Communications, Speech Writing, Media Relations, Public Relations, Public Speaking, External Relations, External Affairs, Press Releases, Community Development, Public Affairs, International Relations, Public Policy, Community Outreach, Foreign Policy, Political Campaigns, Policy Analysis, Strategic Communications, Legislation, Spokesperson, Proposal Writing
Education
Wagner College
MBA, Management, 3.71 GPA
Wagner College
BA, Political Science, 3.51 GPA
Texas A&M University 2013 — 2013
Certificate, Jurisdictional Crisis Incident Management
National Advocacy Center, United States Department of Justice 2006 — 2006
Certificate, Media and the Prosecutor
Lori LaMarca Lori LaMarca's Datek Online Experience 1998 - 2003
Job Accounting Manager at ICAP
Industry Financial Services
Experience
ICAP October 2003 - Present
Datek Online 1998 - 2003
Marsh & McLennan Companies, Inc. 1993 - 1998
Skills
Financial Analysis, Accounting, Budgets, Forecasting, Closings, Auditing, Financial Reporting, Corporate Finance, Account Reconciliation, Fixed Income, Fixed Assets, General Ledger, Hyperion Enterprise, Oracle Financial, Regulatory Submissions, Variance Analysis, Hyperion
Education
St. John's University
Bachelor of Science (BS), Accounting
St. John's University
Master of Business Administration (MBA), Finance, General
ICAP October 2003 - Present
Datek Online 1998 - 2003
Marsh & McLennan Companies, Inc. 1993 - 1998
Skills
Financial Analysis, Accounting, Budgets, Forecasting, Closings, Auditing, Financial Reporting, Corporate Finance, Account Reconciliation, Fixed Income, Fixed Assets, General Ledger, Hyperion Enterprise, Oracle Financial, Regulatory Submissions, Variance Analysis, Hyperion
Education
St. John's University
Bachelor of Science (BS), Accounting
St. John's University
Master of Business Administration (MBA), Finance, General
Nicole Cavalli's Datek Online Experience January 1998 - January 2001
Job Education Administrative Assistant
Industry Education Management
Experience
Temple B'nai Shalom December 2012 - Present
Ray Catena Infiniti September 2008 - December 2012
Morgan Stanley January 2001 - November 2004
Datek Online January 1998 - January 2001
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Customer Satisfaction, Outlook, Leadership
Education
Kean University 1996 — 1998
Master's degree, Education
University of Rhode Island 1990 — 1994
Bachelor of Science (BS), Communicative Disorders
Temple B'nai Shalom December 2012 - Present
Ray Catena Infiniti September 2008 - December 2012
Morgan Stanley January 2001 - November 2004
Datek Online January 1998 - January 2001
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Customer Satisfaction, Outlook, Leadership
Education
Kean University 1996 — 1998
Master's degree, Education
University of Rhode Island 1990 — 1994
Bachelor of Science (BS), Communicative Disorders
Melissa Aldana Melissa Aldana's Datek Online Experience June 1999 - April 2001
Job Founder at Milu's House
Industry Arts and Crafts
Experience
Milu's House March 2015 - Present
Melissa Design Studio January 2013 - Present
Omega Boutique - Swatch Group September 2011 - January 2013
David Yurman - Bloomingdale’s July 2010 - September 2011
Movado Boutique January 2005 - June 2010
Datek Online June 1999 - April 2001
Infohouse February 1997 - June 1999
Skills
Oil Painting, Acrylic Painting, Drawing, photography, Photoshop, Graphic Design, Sales, Sales Management, Digital Photography, Advertising, Entrepreneurship, Marketing, Photography, Teaching
Education
Bard College at Simon's Rock 1987 — 1991
Bachelor's degree, Fine Arts
Simon's Rock Of Bard College 1987 — 1991
Bachelor's Degree, Fine Arts
Milu's House March 2015 - Present
Melissa Design Studio January 2013 - Present
Omega Boutique - Swatch Group September 2011 - January 2013
David Yurman - Bloomingdale’s July 2010 - September 2011
Movado Boutique January 2005 - June 2010
Datek Online June 1999 - April 2001
Infohouse February 1997 - June 1999
Skills
Oil Painting, Acrylic Painting, Drawing, photography, Photoshop, Graphic Design, Sales, Sales Management, Digital Photography, Advertising, Entrepreneurship, Marketing, Photography, Teaching
Education
Bard College at Simon's Rock 1987 — 1991
Bachelor's degree, Fine Arts
Simon's Rock Of Bard College 1987 — 1991
Bachelor's Degree, Fine Arts
Brian Cerenzio's Datek Online Experience 1997 - 2003
Job at Bloomberg LP
Industry Financial Services
Experience
RBC Capital Markets April 2008 - April 2015
RBC Capital Markets April 2006 - April 2008
RBC Capital Markets 2003 - 2006
Datek Online 1997 - 2003
Skills
Fixed Income, Trading, Electronic Trading, Bonds, Bloomberg, Trading Systems, Bloomberg Terminal, Capital Markets, Series 7, Series 24, Credit Derivatives, Front Office, FO Trade support, Equities, Market Data, Traders, Series 63, Swaps, Interest Rate..., Equity Derivatives, Financial Markets, Portfolio Management, Options, Investment Banking, Derivatives, Structured Finance, Market Risk, FX Options, Middle Office, Securities, Hedge Funds, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
BA, History
RBC Capital Markets April 2008 - April 2015
RBC Capital Markets April 2006 - April 2008
RBC Capital Markets 2003 - 2006
Datek Online 1997 - 2003
Skills
Fixed Income, Trading, Electronic Trading, Bonds, Bloomberg, Trading Systems, Bloomberg Terminal, Capital Markets, Series 7, Series 24, Credit Derivatives, Front Office, FO Trade support, Equities, Market Data, Traders, Series 63, Swaps, Interest Rate..., Equity Derivatives, Financial Markets, Portfolio Management, Options, Investment Banking, Derivatives, Structured Finance, Market Risk, FX Options, Middle Office, Securities, Hedge Funds, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
BA, History
Jennifer Ralph Jennifer Ralph's Datek Online Experience 1999 - 2001
Job At Florida State College for Accounting. Background in Medical & Billing and exposure working for NY firms.
Industry Hospital & Health Care
Experience
Good Shephard Preschool in Cumming, Ga August 2015 - Present
Orange Park Surgery Center November 2012 - March 2013
Ramtown Elementary School September 2010 - January 2012
KB Toys January 2003 - August 2005
TD Ameritrade December 1999 - May 2001
Datek Online 1999 - 2001
Datek Online 1999 - 2001
PAGENET INC August 1997 - June 1999
PageNet Inc. April 1995 - June 1999
Skills
Typing, fax, phone,..., Switchboard Operator, Invoicing, Outlook
Education
Lanier Technical College 2015 — 2018
Associate's degree, Business Administration and Management, General
Florida State College at Jacksonville 2014 — 2016
Associate of Science (A.S.), Accounting and Finance
City University of New York-College of Staten Island 1991 — 1993
Medical Assistant, COMPUTER
Susan E. Wagner High School 1985 — 1989
High School Diploma
Good Shephard Preschool in Cumming, Ga August 2015 - Present
Orange Park Surgery Center November 2012 - March 2013
Ramtown Elementary School September 2010 - January 2012
KB Toys January 2003 - August 2005
TD Ameritrade December 1999 - May 2001
Datek Online 1999 - 2001
Datek Online 1999 - 2001
PAGENET INC August 1997 - June 1999
PageNet Inc. April 1995 - June 1999
Skills
Typing, fax, phone,..., Switchboard Operator, Invoicing, Outlook
Education
Lanier Technical College 2015 — 2018
Associate's degree, Business Administration and Management, General
Florida State College at Jacksonville 2014 — 2016
Associate of Science (A.S.), Accounting and Finance
City University of New York-College of Staten Island 1991 — 1993
Medical Assistant, COMPUTER
Susan E. Wagner High School 1985 — 1989
High School Diploma
Lawrence Szczech Lawrence Szczech's Datek Online Experience 1999 - 2002
Job Cofounder, El Salto Partners
Industry Information Technology and Services
Experience
El Salto Partners July 2011 - Present
Stupidpond.com August 2010 - November 2013
R. J. O'Brien & Associates LLC April 2008 - 2010
TD Ameritrade, Inc. 2002 - 2007
Datek Online 1999 - 2002
New York Stock Exchange 1987 - 1999
Mincron SBC Corp 1983 - 1987
Skills
Product Development, Strategic Planning, New Business Development, Writing, Online Trading, Series 24, Series 7, Series 3
Education
University of Dayton 1974 — 1977
BA, Journalism
El Salto Partners July 2011 - Present
Stupidpond.com August 2010 - November 2013
R. J. O'Brien & Associates LLC April 2008 - 2010
TD Ameritrade, Inc. 2002 - 2007
Datek Online 1999 - 2002
New York Stock Exchange 1987 - 1999
Mincron SBC Corp 1983 - 1987
Skills
Product Development, Strategic Planning, New Business Development, Writing, Online Trading, Series 24, Series 7, Series 3
Education
University of Dayton 1974 — 1977
BA, Journalism
Dan Saad's Datek Online Experience March 1999 - September 2002
Job Global Product Strategy at Instinet
Industry Financial Services
Experience
Instinet Incorporated August 2015 - Present
Deutsche Bank April 2013 - July 2015
Deutsche Bank May 2010 - July 2015
Cantor Fitzgerald/ BGC Partners - Aqua ATS October 2006 - May 2010
NYSE TransactTools March 2003 - October 2006
Datek Online March 1999 - September 2002
Watcher Technologies January 1999 - September 2002
Skills
Equities, Trading, Direct Market Access, Software Development, Algorithms, Product Development, Electronic Trading, Trading Systems, Low Latency, Equity Trading, Exchange Connectivity, OMS, EMS, FIX, TCA, UAT, Liquidity Solutions, Dark Pools, ATS, Brokerage, HDMA, Team Leadership, XML, Java, JavaScript, Project Management, Order Management, Eze Castle, Crossing Networks, Alternative Trading..., Execution Management..., Algos, Low Latency Trading, Middle Office, Prime Brokerage, Options, User Acceptance Testing, SDLC, Fixed Income, Fidessa, Reference Data, Financial Markets, Back Office, FX Options
Education
Stevens Institute of Technology 2006 — 2007
Masters of Science, Management Information Systems, Project Management, 4.0
Rutgers University-New Brunswick 1995 — 1999
BA, Economics, Communications
Instinet Incorporated August 2015 - Present
Deutsche Bank April 2013 - July 2015
Deutsche Bank May 2010 - July 2015
Cantor Fitzgerald/ BGC Partners - Aqua ATS October 2006 - May 2010
NYSE TransactTools March 2003 - October 2006
Datek Online March 1999 - September 2002
Watcher Technologies January 1999 - September 2002
Skills
Equities, Trading, Direct Market Access, Software Development, Algorithms, Product Development, Electronic Trading, Trading Systems, Low Latency, Equity Trading, Exchange Connectivity, OMS, EMS, FIX, TCA, UAT, Liquidity Solutions, Dark Pools, ATS, Brokerage, HDMA, Team Leadership, XML, Java, JavaScript, Project Management, Order Management, Eze Castle, Crossing Networks, Alternative Trading..., Execution Management..., Algos, Low Latency Trading, Middle Office, Prime Brokerage, Options, User Acceptance Testing, SDLC, Fixed Income, Fidessa, Reference Data, Financial Markets, Back Office, FX Options
Education
Stevens Institute of Technology 2006 — 2007
Masters of Science, Management Information Systems, Project Management, 4.0
Rutgers University-New Brunswick 1995 — 1999
BA, Economics, Communications
Anita Maffei Anita Maffei's Datek Online Experience 1999 - 2002
Job Photographer at Brooklyn Photography
Industry Photography
Experience
Brooklyn Photography August 2008 - Present
Brooklyn Photography January 2007 - Present
Weight Watchers March 2005 - July 2008
Weight Watchers (Deutschland) GmbH 2005 - 2008
Datek Online 1999 - 2002
DATEK 1999 - 2002
Michael J. Motto Advertising 1997 - 1999
Berry Associates Public Relations 1996 - 1997
Skills
Portraits, Babies, Photography, Portrait Photography, Photoshop, Mac, Wordpress, HTML, Digital Photography, Art, Social Networking, Social Media, WordPress, User Experience, SEO, Web Design, Creative Direction, Blogging, Graphic Design, Commercial Photography, Facebook, Copywriting, Social Media Marketing, Digital Media
Education
Kean University 1993 — 1996
BA, Communications
New England School of Photography 1985 — 1986
Brooklyn Photography August 2008 - Present
Brooklyn Photography January 2007 - Present
Weight Watchers March 2005 - July 2008
Weight Watchers (Deutschland) GmbH 2005 - 2008
Datek Online 1999 - 2002
DATEK 1999 - 2002
Michael J. Motto Advertising 1997 - 1999
Berry Associates Public Relations 1996 - 1997
Skills
Portraits, Babies, Photography, Portrait Photography, Photoshop, Mac, Wordpress, HTML, Digital Photography, Art, Social Networking, Social Media, WordPress, User Experience, SEO, Web Design, Creative Direction, Blogging, Graphic Design, Commercial Photography, Facebook, Copywriting, Social Media Marketing, Digital Media
Education
Kean University 1993 — 1996
BA, Communications
New England School of Photography 1985 — 1986
Kamron Hack Kamron Hack's Datek Online Experience June 1999 - April 2001
Job Manager, Employee Communications and Culture at ClearSlide, Inc.
Industry Internet
Experience
ClearSlide, Inc. July 2014 - Present
ClearSlide October 2012 - July 2014
ClearSlide, Inc. August 2011 - October 2012
*** May 2010 - July 2011
Beyond Category April 2008 - January 2011
Community Magnet Elementary School February 2009 - May 2010
Royal Caribbean International August 2002 - September 2008
Datek Online June 1999 - April 2001
American Family Theatre 2001 - 2001
Skills
ClearSlide, Musical Theatre, Backing Vocals, Vocal Coaching, Singing, Music, Leadership, Vocalist, Social Networking, Marketing, Event Planning, Microsoft Word, Band, Jazz, Voice Over, Music Industry, Film, Choral, Recording, Entertainment, Event Management, Social Media, Social Media Marketing, Start-ups, Stage, Dance
Education
Stanford University 1994 — 1998
BA, Urban Studies/Community Organization
ClearSlide, Inc. July 2014 - Present
ClearSlide October 2012 - July 2014
ClearSlide, Inc. August 2011 - October 2012
*** May 2010 - July 2011
Beyond Category April 2008 - January 2011
Community Magnet Elementary School February 2009 - May 2010
Royal Caribbean International August 2002 - September 2008
Datek Online June 1999 - April 2001
American Family Theatre 2001 - 2001
Skills
ClearSlide, Musical Theatre, Backing Vocals, Vocal Coaching, Singing, Music, Leadership, Vocalist, Social Networking, Marketing, Event Planning, Microsoft Word, Band, Jazz, Voice Over, Music Industry, Film, Choral, Recording, Entertainment, Event Management, Social Media, Social Media Marketing, Start-ups, Stage, Dance
Education
Stanford University 1994 — 1998
BA, Urban Studies/Community Organization
Cruz Gracia Cruz Gracia's Datek Online Experience January 2001 - July 2002
Job Sr. PeopleSoft Administrator (Lead DBA) at The Catholic University of America
Industry Higher Education
Experience
The Catholic University of America April 2015 - Present
New Jersey City University March 2006 - April 2015
City of Newark June 2003 - March 2006
Datek Online January 2001 - July 2002
Newark Public Library June 1997 - January 2001
Skills
Management, PeopleSoft, PeopleTools, Active Directory, Database Administration, Servers, Project Management, Connect Direct, Windows Server, Higher Education, Process Scheduler, Oracle Application..., Weblogic Web Server, Tuxedo, Application Designer, Data Mover, Crystal Reports, SQR, Quest Software, Change Assistant, SQL Server 2000-2008, Windows Server 2003, Windows Server 2008, Microsoft Technologies, Oracle Technologies, SSL, Messaging, Integration Broker, LDAP, Change Management, Organizational..., People Skills, Soft Skills, Leading People, Software Project..., Project Implementation, PeopleCode, nVision, MS Query, Enterprise Architecture, SAN, TCP/IP, Leadership, Network Administration, Microsoft SQL Server, Networking, System Administration, Oracle, Visio, Security
Education
New Jersey Institute of Technology 2012 — 2012
Graduate Certificate, Management of Technology
Western Governors University 2010 — 2012
Bachelor of Science, Information Technology—Network Design and Management
Caldwell College 1997 — 1998
Bachelor's, History
Essex County College 1997 — 1997
Associate's, Liberal Arts
The Catholic University of America April 2015 - Present
New Jersey City University March 2006 - April 2015
City of Newark June 2003 - March 2006
Datek Online January 2001 - July 2002
Newark Public Library June 1997 - January 2001
Skills
Management, PeopleSoft, PeopleTools, Active Directory, Database Administration, Servers, Project Management, Connect Direct, Windows Server, Higher Education, Process Scheduler, Oracle Application..., Weblogic Web Server, Tuxedo, Application Designer, Data Mover, Crystal Reports, SQR, Quest Software, Change Assistant, SQL Server 2000-2008, Windows Server 2003, Windows Server 2008, Microsoft Technologies, Oracle Technologies, SSL, Messaging, Integration Broker, LDAP, Change Management, Organizational..., People Skills, Soft Skills, Leading People, Software Project..., Project Implementation, PeopleCode, nVision, MS Query, Enterprise Architecture, SAN, TCP/IP, Leadership, Network Administration, Microsoft SQL Server, Networking, System Administration, Oracle, Visio, Security
Education
New Jersey Institute of Technology 2012 — 2012
Graduate Certificate, Management of Technology
Western Governors University 2010 — 2012
Bachelor of Science, Information Technology—Network Design and Management
Caldwell College 1997 — 1998
Bachelor's, History
Essex County College 1997 — 1997
Associate's, Liberal Arts
Mohin Patel's Datek Online Experience 1999 - 2002
Job Sr. Energy Portfolio Manager
Industry Oil & Energy
Experience
Metromedia Energy, Inc. May 2008 - Present
TRANZACT 2003 - 2007
Datek Online 1999 - 2002
Skills
Project Management, Strategic Planning, Energy, New Business Development, Sales, Account Management, Salesforce.com, Budgets, Negotiation, Business Planning, Contract Negotiation, Management, B2B, Team Leadership, Sales Management, Leadership, Team Building, Strategy, Business Development, Marketing Strategy, Business Strategy, Business Analysis, Customer Service, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Metromedia Energy, Inc. May 2008 - Present
TRANZACT 2003 - 2007
Datek Online 1999 - 2002
Skills
Project Management, Strategic Planning, Energy, New Business Development, Sales, Account Management, Salesforce.com, Budgets, Negotiation, Business Planning, Contract Negotiation, Management, B2B, Team Leadership, Sales Management, Leadership, Team Building, Strategy, Business Development, Marketing Strategy, Business Strategy, Business Analysis, Customer Service, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Louis Weber, SPHR, SWP, HCS, CCP, GRP, CEBS Louis Weber, SPHR, SWP, HCS, CCP, GRP, CEBS's Datek Online Experience 2000 - 2004
Job Human Resources Officer
Industry International Affairs
Experience
The International Monetary Fund February 2006 - Present
Essroc Cement Corp. 2004 - 2006
Datek Online 2000 - 2004
Skills
HR Policies, Policy Analysis, Compensation & Benefit, HRIS, Performance Management, Employee Relations, Talent Acquisition, Analysis, Employer Branding, ERP, Data Analysis, Workforce Planning, Organizational..., PeopleSoft, Organizational..., Management Consulting, Succession Planning, Change Management, Program Management, Policy, Human Resources, Deferred Compensation, Personnel Management, Leadership Development, Research, Organizational Design, Talent Management, International..., Spanish, Cross-cultural Teams, International..., Job Evaluation, International Economics, Employee Benefits, Employee Training, Career Development, Mergers & Acquisitions, Management, International Relations, Leadership, Recruiting, Conflict Resolution, Budgets, Strategy, Executive Coaching, Training, Employee Engagement, HR Consulting, Interviews
Education
Emory University - Goizueta Business School 1993 — 1995
Master of Business Administration (MBA), International Business
ESADE (Escuela Superior de Administración y Dirección de Empresas), Barcelona, Spain 1994 — 1995
MBA, International Business
University of Notre Dame 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Psychology
The International Monetary Fund February 2006 - Present
Essroc Cement Corp. 2004 - 2006
Datek Online 2000 - 2004
Skills
HR Policies, Policy Analysis, Compensation & Benefit, HRIS, Performance Management, Employee Relations, Talent Acquisition, Analysis, Employer Branding, ERP, Data Analysis, Workforce Planning, Organizational..., PeopleSoft, Organizational..., Management Consulting, Succession Planning, Change Management, Program Management, Policy, Human Resources, Deferred Compensation, Personnel Management, Leadership Development, Research, Organizational Design, Talent Management, International..., Spanish, Cross-cultural Teams, International..., Job Evaluation, International Economics, Employee Benefits, Employee Training, Career Development, Mergers & Acquisitions, Management, International Relations, Leadership, Recruiting, Conflict Resolution, Budgets, Strategy, Executive Coaching, Training, Employee Engagement, HR Consulting, Interviews
Education
Emory University - Goizueta Business School 1993 — 1995
Master of Business Administration (MBA), International Business
ESADE (Escuela Superior de Administración y Dirección de Empresas), Barcelona, Spain 1994 — 1995
MBA, International Business
University of Notre Dame 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Psychology
Calvin McKenzie Calvin McKenzie's Datek Online Experience February 2000 - June 2002
Job
Industry Financial Services
Experience
Paychex January 2010 - Present
Edison Driving School August 2002 - Present
H&R Block November 2010 - April 2011
Datek Online February 2000 - June 2002
Skills
Microsoft Excel, Finance, Customer Service, Financial Analysis, Payroll
Education
Syracuse University 1993 — 1996
n/a, Finance
Rochester Institute of Technology 1991 — 1993
n/a, International Finance
Paychex January 2010 - Present
Edison Driving School August 2002 - Present
H&R Block November 2010 - April 2011
Datek Online February 2000 - June 2002
Skills
Microsoft Excel, Finance, Customer Service, Financial Analysis, Payroll
Education
Syracuse University 1993 — 1996
n/a, Finance
Rochester Institute of Technology 1991 — 1993
n/a, International Finance
De Scacchetti, MBA, PMP De Scacchetti, MBA, PMP's Datek Online Experience January 1999 - May 2001
Job
Industry Information Technology and Services
Experience
Horizon Blue Cross Blue Shield of New Jersey May 2013 - Present
Daiichi Sankyo April 2006 - March 2013
Daiichi Pharmaceutical Corporation July 2001 - March 2006
Datek Online January 1999 - May 2001
RESPONSE DATA CORPORATION July 1998 - January 1999
BENEFICIAL TECHNOLOGY CORPORATION 1998 - 1998
Superior Bank 1986 - 1998
Skills
Business Analysis, Program Management, Cross-functional Team..., SDLC, Vendor Management, Relationship Management, Customer Service, Project Management, Strategic Partnerships, Project Portfolio..., Analysis, Business Process..., Change Management, Enterprise Software, Business Intelligence, Strategic Planning, PMP, Information Technology, Strategy, Integration, Management, CRM, IT Strategy, ITIL, Project Planning, Customer Satisfaction, Process Improvement, Training, Business Transformation, PMO, Team Leadership, Data Warehousing, Disaster Recovery, Enterprise Architecture, Quality Assurance, Outsourcing, Management Consulting, Six Sigma, Business Process, Service Delivery, Leadership, Budgets, Testing, Governance, Software Project..., ERP, Requirements Analysis, Pharmaceutical Industry
Education
Long Island University 2010 — 2012
Master of Business Administration (MBA), Health/Health Care Administration/Management
Kean University
B.S., Computer Science and Management Information Science
Pascack Valley High School
Horizon Blue Cross Blue Shield of New Jersey May 2013 - Present
Daiichi Sankyo April 2006 - March 2013
Daiichi Pharmaceutical Corporation July 2001 - March 2006
Datek Online January 1999 - May 2001
RESPONSE DATA CORPORATION July 1998 - January 1999
BENEFICIAL TECHNOLOGY CORPORATION 1998 - 1998
Superior Bank 1986 - 1998
Skills
Business Analysis, Program Management, Cross-functional Team..., SDLC, Vendor Management, Relationship Management, Customer Service, Project Management, Strategic Partnerships, Project Portfolio..., Analysis, Business Process..., Change Management, Enterprise Software, Business Intelligence, Strategic Planning, PMP, Information Technology, Strategy, Integration, Management, CRM, IT Strategy, ITIL, Project Planning, Customer Satisfaction, Process Improvement, Training, Business Transformation, PMO, Team Leadership, Data Warehousing, Disaster Recovery, Enterprise Architecture, Quality Assurance, Outsourcing, Management Consulting, Six Sigma, Business Process, Service Delivery, Leadership, Budgets, Testing, Governance, Software Project..., ERP, Requirements Analysis, Pharmaceutical Industry
Education
Long Island University 2010 — 2012
Master of Business Administration (MBA), Health/Health Care Administration/Management
Kean University
B.S., Computer Science and Management Information Science
Pascack Valley High School
Kevin Shelly Kevin Shelly's Datek Online Experience February 2000 - March 2002
Job Financial Professional
Industry Investment Management
Experience
Koyote Capital August 2010 - April 2012
Visium Asset Management November 2008 - August 2010
Cadence Investment Partners February 2006 - November 2008
Goldman Sachs May 2004 - February 2006
SS&C Fund Services March 2002 - April 2004
Datek Online February 2000 - March 2002
Skills
Alternative Investments, Equities, Risk Management, Bloomberg, Fixed Income, Hedge Funds, Due Diligence, Portfolio Management, Capital Markets, Asset Management, Mutual Funds, Financial Services, Securities
Education
Rutgers University-New Brunswick 1995 — 1999
BA, Political Science
Rutgers University-New Brunswick
BA Political Science
Koyote Capital August 2010 - April 2012
Visium Asset Management November 2008 - August 2010
Cadence Investment Partners February 2006 - November 2008
Goldman Sachs May 2004 - February 2006
SS&C Fund Services March 2002 - April 2004
Datek Online February 2000 - March 2002
Skills
Alternative Investments, Equities, Risk Management, Bloomberg, Fixed Income, Hedge Funds, Due Diligence, Portfolio Management, Capital Markets, Asset Management, Mutual Funds, Financial Services, Securities
Education
Rutgers University-New Brunswick 1995 — 1999
BA, Political Science
Rutgers University-New Brunswick
BA Political Science
Thomas Zdanowicz Thomas Zdanowicz's Datek Online Experience April 2000 - September 2004
Job BrokerSalesperson with The Ocean's Six Group at ReMax Real Estate LTD
Industry Real Estate
Experience
The Ocean's Six Group LLC January 2008 - Present
Foxtons November 2005 - September 2007
Datek Online April 2000 - September 2004
Skills
Real Estate, Short Sales, Sellers, Foreclosures, Residential Homes, REO, Commercial Real Estate, Real Estate Transactions, Luxury, Listings, Property, Investment Properties, Buyer Representation, New Home Sales, Townhomes, Leases, First Time Home Buyers, Selling, Real Property, 1031 Exchanges, Vacation Homes, New Homes, Waterfront, Relocation Buyers, Seller Representation, SFR, Income Properties, Buyers, HUD, Single Family Homes, National Association of..., Move Up Buyers, Referrals, Condos, Investors, ABR, Sales
Education
Monmouth University 1995 — 2000
BS, Business w/ concentration in Finance
Monmouth University 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Management and Operations
The Ocean's Six Group LLC January 2008 - Present
Foxtons November 2005 - September 2007
Datek Online April 2000 - September 2004
Skills
Real Estate, Short Sales, Sellers, Foreclosures, Residential Homes, REO, Commercial Real Estate, Real Estate Transactions, Luxury, Listings, Property, Investment Properties, Buyer Representation, New Home Sales, Townhomes, Leases, First Time Home Buyers, Selling, Real Property, 1031 Exchanges, Vacation Homes, New Homes, Waterfront, Relocation Buyers, Seller Representation, SFR, Income Properties, Buyers, HUD, Single Family Homes, National Association of..., Move Up Buyers, Referrals, Condos, Investors, ABR, Sales
Education
Monmouth University 1995 — 2000
BS, Business w/ concentration in Finance
Monmouth University 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Management and Operations
Gerald Bianco Gerald Bianco's Datek Online Experience May 2000 - September 2004
Job SHI International Corp Sr. Account Executive
Industry Computer Software
Experience
SHI International Corp August 2005 - Present
SHI International Corp May 2003 - Present
SHI International Corp May 2003 - August 2005
Datek Online May 2000 - September 2004
DATEK ONLINE FINANCIAL SERVICES LLC June 1999 - April 2001
New Jersey Nets December 1997 - May 1998
Skills
SaaS, Sales
Education
Saint John's University 1994 — 1999
Bachelors of Science, Business Administration
Saint John's University
Bachelor of Science, Sports Management
SHI International Corp August 2005 - Present
SHI International Corp May 2003 - Present
SHI International Corp May 2003 - August 2005
Datek Online May 2000 - September 2004
DATEK ONLINE FINANCIAL SERVICES LLC June 1999 - April 2001
New Jersey Nets December 1997 - May 1998
Skills
SaaS, Sales
Education
Saint John's University 1994 — 1999
Bachelors of Science, Business Administration
Saint John's University
Bachelor of Science, Sports Management
Sergio Valencia Sergio Valencia's Datek Online Experience 1997 - 1999
Job Launch Manager at LinkShare Corp
Industry Marketing and Advertising
Experience
LinkShare Corp April 2006 - Present
LinkShare Corporation April 2000 - January 2006
Datek Online 1997 - 1999
1-800 Flowers.com 1994 - 1997
Skills
Salesforce, Windows, Excel, Affiliate Marketing, Online Marketing, Microsoft Excel, E-commerce, Online Advertising, Salesforce.com, PPC, Account Management, Lead Generation, SEM, Product Management, Management, Start-ups, Web Analytics, CRM, Competitive Analysis, Email Marketing, Customer Acquisition, Strategic Partnerships, B2B, Digital Marketing, Mobile Marketing, Digital Strategy, Search Advertising, Google Analytics, Analytics, Multi-channel Marketing, Web Marketing, Customer Satisfaction, Customer Service
Education
Adelphi University 1986 — 1990
Bachelors of Arts
LinkShare Corp April 2006 - Present
LinkShare Corporation April 2000 - January 2006
Datek Online 1997 - 1999
1-800 Flowers.com 1994 - 1997
Skills
Salesforce, Windows, Excel, Affiliate Marketing, Online Marketing, Microsoft Excel, E-commerce, Online Advertising, Salesforce.com, PPC, Account Management, Lead Generation, SEM, Product Management, Management, Start-ups, Web Analytics, CRM, Competitive Analysis, Email Marketing, Customer Acquisition, Strategic Partnerships, B2B, Digital Marketing, Mobile Marketing, Digital Strategy, Search Advertising, Google Analytics, Analytics, Multi-channel Marketing, Web Marketing, Customer Satisfaction, Customer Service
Education
Adelphi University 1986 — 1990
Bachelors of Arts
Bingzheng Zu Bingzheng Zu's Datek Online Experience May 1999 - June 2000
Job Actuary
Industry Financial Services
Experience
Pacific Life October 2014 - Present
Milliman March 2006 - October 2014
Microsoft June 2000 - March 2006
Datek Online May 1999 - June 2000
Skills
Data Analysis, Statistics, C++, C#, Software Development, SQL, Data Mining, Business Intelligence, Quantitative Finance, Actuarial Science, Financial Modeling, Interest Rate..., Probability, Fixed Income, Cloud Computing, Distributed Systems, Microsoft SQL Server, VBA, Agile Methodologies, Risk Management, Java, C
Education
Beijing University of Post and Telecommunications
Master's Degree, Computer Science and Engineering
Xi'an Jiaotong University
Bachelor's Degree, Computer Science
Pacific Life October 2014 - Present
Milliman March 2006 - October 2014
Microsoft June 2000 - March 2006
Datek Online May 1999 - June 2000
Skills
Data Analysis, Statistics, C++, C#, Software Development, SQL, Data Mining, Business Intelligence, Quantitative Finance, Actuarial Science, Financial Modeling, Interest Rate..., Probability, Fixed Income, Cloud Computing, Distributed Systems, Microsoft SQL Server, VBA, Agile Methodologies, Risk Management, Java, C
Education
Beijing University of Post and Telecommunications
Master's Degree, Computer Science and Engineering
Xi'an Jiaotong University
Bachelor's Degree, Computer Science
Katelyn Shelly, P.M.P. Katelyn Shelly, P.M.P.'s Datek Online Experience March 2002 - September 2002
Job Executive Director JP Morgan CIB Treasury Resolution & Recovery Planning
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
JPMorgan Chase August 2013 - July 2014
JPMorgan Chase July 2011 - August 2013
Cantor Fitzgerald May 2008 - July 2011
Cantor Fitzgerald November 2006 - May 2008
Lehman Brothers September 2005 - November 2006
Deutsche Bank August 2004 - September 2005
Deutsche Bank October 2002 - August 2004
Datek Online March 2002 - September 2002
Datek Online February 2000 - March 2002
Skills
Software Project..., Business Process..., Oracle, Analysis, Regulatory Affairs, Project Management, Project Portfolio..., Access, Finance, Management, Financial Modeling, Equities, Budgets, Financial Services, Fixed Income, Risk Management, Portfolio Management, Financial Analysis, Capital Markets, CRM, Business Analysis, Databases, Account Reconciliation, Testing
Education
Monmouth University 1998 — 1999
Rutgers University-New Brunswick
BS in Business, Finance
J.P. Morgan July 2014 - Present
JPMorgan Chase August 2013 - July 2014
JPMorgan Chase July 2011 - August 2013
Cantor Fitzgerald May 2008 - July 2011
Cantor Fitzgerald November 2006 - May 2008
Lehman Brothers September 2005 - November 2006
Deutsche Bank August 2004 - September 2005
Deutsche Bank October 2002 - August 2004
Datek Online March 2002 - September 2002
Datek Online February 2000 - March 2002
Skills
Software Project..., Business Process..., Oracle, Analysis, Regulatory Affairs, Project Management, Project Portfolio..., Access, Finance, Management, Financial Modeling, Equities, Budgets, Financial Services, Fixed Income, Risk Management, Portfolio Management, Financial Analysis, Capital Markets, CRM, Business Analysis, Databases, Account Reconciliation, Testing
Education
Monmouth University 1998 — 1999
Rutgers University-New Brunswick
BS in Business, Finance
Roy LaBue Roy LaBue's Datek Online Experience September 2000 - June 2001
Job Director at Morgan Stanley
Industry Human Resources
Experience
CKO Kickboxing June 2012 - Present
Morgan Stanley April 2006 - Present
Merrill Lynch December 2005 - March 2006
Merrill Lynch October 2004 - December 2005
Merrill Lynch January 2003 - October 2004
Registrar & Transfer Company June 2002 - November 2002
Datek Online September 2000 - June 2001
Datek Online November 1999 - September 2000
Skills
Financial Reporting, Customer Relations, Customer Service, Kickboxing, Personal Training, NASM, Restricted Stock, Deferred Compensation, Transfer Agency, Accounting, Trading, Options, Equities, Fixed Income, Securities, Finance, Sales, Vendor Management, Financial Services, Leadership, Asset Management, Investments, Management
Education
Monmouth University 1995 — 1999
BA, History
CKO Kickboxing June 2012 - Present
Morgan Stanley April 2006 - Present
Merrill Lynch December 2005 - March 2006
Merrill Lynch October 2004 - December 2005
Merrill Lynch January 2003 - October 2004
Registrar & Transfer Company June 2002 - November 2002
Datek Online September 2000 - June 2001
Datek Online November 1999 - September 2000
Skills
Financial Reporting, Customer Relations, Customer Service, Kickboxing, Personal Training, NASM, Restricted Stock, Deferred Compensation, Transfer Agency, Accounting, Trading, Options, Equities, Fixed Income, Securities, Finance, Sales, Vendor Management, Financial Services, Leadership, Asset Management, Investments, Management
Education
Monmouth University 1995 — 1999
BA, History
Lori Grover's Datek Online Experience June 1998 - June 2000
Job Director, HR at Small Bone Innovations, Inc.
Industry Human Resources
Experience
Small Bone Innovations, Inc. June 2006 - March 2015
MTF June 2005 - May 2006
ABP Investments US June 2001 - May 2005
YadaYada June 2000 - April 2001
Datek Online June 1998 - June 2000
Skills
Performance Management, Strategic Planning, Start-ups, Human Resources, Medical Devices, Leadership, Applicant Tracking..., Market Development, Sales, Talent Management, Employee Relations, Recruiting, Process Improvement, Benefits Administration, Talent Acquisition, Management, Training, Onboarding, Strategy
Education
University of Maryland College Park 1995 — 1998
Bachelor of Arts (BA), Communications
Small Bone Innovations, Inc. June 2006 - March 2015
MTF June 2005 - May 2006
ABP Investments US June 2001 - May 2005
YadaYada June 2000 - April 2001
Datek Online June 1998 - June 2000
Skills
Performance Management, Strategic Planning, Start-ups, Human Resources, Medical Devices, Leadership, Applicant Tracking..., Market Development, Sales, Talent Management, Employee Relations, Recruiting, Process Improvement, Benefits Administration, Talent Acquisition, Management, Training, Onboarding, Strategy
Education
University of Maryland College Park 1995 — 1998
Bachelor of Arts (BA), Communications
Dave Whitmore Dave Whitmore's Datek Online Experience May 1999 - April 2002
Job Investment professional
Industry Financial Services
Experience
E*TRADE Financial April 2011 - Present
Coleman Research Group July 2010 - April 2011
Genesis Securities May 2008 - July 2010
TD Ameritrade, Inc. October 2005 - July 2007
Ameritrade Inc April 2002 - October 2005
Datek Online May 1999 - April 2002
Waterhouse Securities 1985 - 1994
Skills
Product Development, Marketing Communications, Investments, Trading, Series 7, Equities, Risk Management, Financial Markets, Mutual Funds, Securities, Fixed Income, Series 24, Series 3, Technical Analysis, FINRA, Series 63, Business Strategy, Electronic Trading, Financial Services, Investment Strategies, Product Management, Options, Mergers & Acquisitions, Portfolio Management, Trading Systems, Alternative Investments, Asset Management, Hedge Funds
Education
New York University, Stern School of Business 1995 — 1997
MBA
University of California, Santa Barbara
BA
E*TRADE Financial April 2011 - Present
Coleman Research Group July 2010 - April 2011
Genesis Securities May 2008 - July 2010
TD Ameritrade, Inc. October 2005 - July 2007
Ameritrade Inc April 2002 - October 2005
Datek Online May 1999 - April 2002
Waterhouse Securities 1985 - 1994
Skills
Product Development, Marketing Communications, Investments, Trading, Series 7, Equities, Risk Management, Financial Markets, Mutual Funds, Securities, Fixed Income, Series 24, Series 3, Technical Analysis, FINRA, Series 63, Business Strategy, Electronic Trading, Financial Services, Investment Strategies, Product Management, Options, Mergers & Acquisitions, Portfolio Management, Trading Systems, Alternative Investments, Asset Management, Hedge Funds
Education
New York University, Stern School of Business 1995 — 1997
MBA
University of California, Santa Barbara
BA
Alok Jain's Datek Online Experience 1997 - 2000
Job Performance Expert, Capacity Planning, Storage Architect & Migration Planning
Industry Information Technology and Services
Experience
Interscape Technologies Inc September 1998 - Present
Interscape Technologies Inc. August 2011 - October 2011
EMC Corporation -Subcontracting as Interscape Technologies Inc. September 2002 - October 2011
Credit Suisse September 2009 - October 2010
Goldman Sachs October 2002 - November 2008
Goldman Sachs 1993 - 2008
Credit Suisse First Boston July 2001 - November 2002
DATEK online 1997 - 2000
Datek/Ameritrade 1996 - 1999
AT&T June 1996 - June 1998
Skills
Storage Consolidation, Cloud computing, SAN Assessments, Storage Architecture, Capacity Planning, Team Management, SAN, VMware, Storage Virtualization, Replication, NetApp, NAS, Storage, Storage Area Networks, Solaris, Windows Server, EMC Storage, Unix, Environmental Impact..., Symmetrix, Cloud Computing, Data Analysis, Business Continuity, Infrastructure, System Architecture, Virtualization, Technical Architecture, Disaster Recovery, Data Center, Enterprise Storage, Cisco Technologies, Enterprise Software, System Administration, Databases, Enterprise Architecture, High Availability, Hardware, IT Service Management, Oracle, Performance Tuning, Microsoft Exchange, Architectures, Switches, Cluster, Data Migration, Shell Scripting, Architecture
Education
New Jersey Institute of Technology 1986 — 1989
M.S., Computer Science
Stockton University 1983 — 1984
B.S., Computer Science
University of Calcutta 1980 — 1983
B.Sc., Physics
Kendriya Vidyalaya 1976 — 1980
High School, English, Biology, Science, PHysics, Chemistry, Hindi
Interscape Technologies Inc September 1998 - Present
Interscape Technologies Inc. August 2011 - October 2011
EMC Corporation -Subcontracting as Interscape Technologies Inc. September 2002 - October 2011
Credit Suisse September 2009 - October 2010
Goldman Sachs October 2002 - November 2008
Goldman Sachs 1993 - 2008
Credit Suisse First Boston July 2001 - November 2002
DATEK online 1997 - 2000
Datek/Ameritrade 1996 - 1999
AT&T June 1996 - June 1998
Skills
Storage Consolidation, Cloud computing, SAN Assessments, Storage Architecture, Capacity Planning, Team Management, SAN, VMware, Storage Virtualization, Replication, NetApp, NAS, Storage, Storage Area Networks, Solaris, Windows Server, EMC Storage, Unix, Environmental Impact..., Symmetrix, Cloud Computing, Data Analysis, Business Continuity, Infrastructure, System Architecture, Virtualization, Technical Architecture, Disaster Recovery, Data Center, Enterprise Storage, Cisco Technologies, Enterprise Software, System Administration, Databases, Enterprise Architecture, High Availability, Hardware, IT Service Management, Oracle, Performance Tuning, Microsoft Exchange, Architectures, Switches, Cluster, Data Migration, Shell Scripting, Architecture
Education
New Jersey Institute of Technology 1986 — 1989
M.S., Computer Science
Stockton University 1983 — 1984
B.S., Computer Science
University of Calcutta 1980 — 1983
B.Sc., Physics
Kendriya Vidyalaya 1976 — 1980
High School, English, Biology, Science, PHysics, Chemistry, Hindi
William Beaver's Datek Online Experience September 1999 - June 2003
Job CTO at Mirador
Industry Computer Software
Experience
Mirador Financial August 2013 - Present
FlightStats, Inc. October 2012 - November 2013
Trapit, Inc August 2011 - June 2012
ai-one inc. January 2010 - August 2011
University of California, San Diego September 2005 - May 2011
DriveCam March 2008 - October 2008
Columbia University September 2003 - May 2005
Datek Online September 1999 - June 2003
1bigthink / BGR Enterprises September 1997 - February 2000
American Color Corporation October 1995 - August 1997
Skills
Machine Learning, Java, Python, C++, Software Development, Product Management, Software Engineering, Data Mining, Natural Language..., Algorithms, Distributed Systems, Artificial Intelligence, Agile Methodologies, SQL, C, Scalability, Project Management, Linux, Signal Processing, Web Applications, Git, Computer Vision, Computer Science, User Experience, Human Computer..., Integration, Start-ups, FinTech, Small Business Lending
Education
University of California, San Diego 2005 — 2011
Ph.D., Computer Science
Columbia University 2003 — 2005
MSc, Computer Science
Carnegie Mellon University 1989 — 1993
BSc, Information and Decision Systems
Mirador Financial August 2013 - Present
FlightStats, Inc. October 2012 - November 2013
Trapit, Inc August 2011 - June 2012
ai-one inc. January 2010 - August 2011
University of California, San Diego September 2005 - May 2011
DriveCam March 2008 - October 2008
Columbia University September 2003 - May 2005
Datek Online September 1999 - June 2003
1bigthink / BGR Enterprises September 1997 - February 2000
American Color Corporation October 1995 - August 1997
Skills
Machine Learning, Java, Python, C++, Software Development, Product Management, Software Engineering, Data Mining, Natural Language..., Algorithms, Distributed Systems, Artificial Intelligence, Agile Methodologies, SQL, C, Scalability, Project Management, Linux, Signal Processing, Web Applications, Git, Computer Vision, Computer Science, User Experience, Human Computer..., Integration, Start-ups, FinTech, Small Business Lending
Education
University of California, San Diego 2005 — 2011
Ph.D., Computer Science
Columbia University 2003 — 2005
MSc, Computer Science
Carnegie Mellon University 1989 — 1993
BSc, Information and Decision Systems
Charmaine Ong's Datek Online Experience 2000 - 2001
Job
Industry Restaurants
Experience
McDonald's August 2006 - Present
Malaysiakini.com 2001 - 2003
Datek Online 2000 - 2001
CIBC World Markets 1998 - 2000
Education
Harvard University, John F. Kennedy School of Government 2003 — 2006
MPA
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing
Smith College 1993 — 1997
BA, Government
McDonald's August 2006 - Present
Malaysiakini.com 2001 - 2003
Datek Online 2000 - 2001
CIBC World Markets 1998 - 2000
Education
Harvard University, John F. Kennedy School of Government 2003 — 2006
MPA
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing
Smith College 1993 — 1997
BA, Government
William Updale's Datek Online Experience 2000 - 2001
Job Technical Relationship Manager at Nutanix
Industry Computer Software
Experience
Nutanix October 2014 - Present
VMware December 2012 - October 2014
Microsoft April 2006 - December 2012
HIP August 2002 - April 2006
DSA January 1996 - August 2002
Datek Online 2000 - 2001
Prudential Securities 1997 - 2001
Alpha Technologies Inc. 1994 - 1996
Skills
Disaster Recovery, IT Strategy, SDLC, Vendor Management, Project Management, Business Analysis, Data Center, SharePoint, Integration, Enterprise Architecture, Account Management, Service Delivery, Strategy, IT Management, Windows Server, Servers, Management, Windows, Training, Consulting, Cloud Computing, CRM, Business Intelligence, Visio, Software Project..., Virtualization
Education
Saint Peter's University 2008 — 2012
Master of Business Administration (MBA), Management Information Systems, General
Saint Peter's University 1990 — 1994
BS, MIS
Nutanix October 2014 - Present
VMware December 2012 - October 2014
Microsoft April 2006 - December 2012
HIP August 2002 - April 2006
DSA January 1996 - August 2002
Datek Online 2000 - 2001
Prudential Securities 1997 - 2001
Alpha Technologies Inc. 1994 - 1996
Skills
Disaster Recovery, IT Strategy, SDLC, Vendor Management, Project Management, Business Analysis, Data Center, SharePoint, Integration, Enterprise Architecture, Account Management, Service Delivery, Strategy, IT Management, Windows Server, Servers, Management, Windows, Training, Consulting, Cloud Computing, CRM, Business Intelligence, Visio, Software Project..., Virtualization
Education
Saint Peter's University 2008 — 2012
Master of Business Administration (MBA), Management Information Systems, General
Saint Peter's University 1990 — 1994
BS, MIS
Robert Farinhas's Datek Online Experience December 2000 - January 2004
Job Senior Engineer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2007 - Present
TD Ameritrade January 2004 - December 2007
Datek Online December 2000 - January 2004
Skills
Series 7, Series 63, Series24, Series 4, Series 24, CCNA, FISD, Wombat Feed Handler, Market Data, Perl, Linux Server, Scripting, Vendor Management, Windows Server, Software Configuration..., Financial Markets, Disaster Recovery, Unix, Business Analysis, Requirements Analysis, Risk Management, Enterprise Architecture, Data Center
Education
Pace University 1995 — 1999
TD Ameritrade December 2007 - Present
TD Ameritrade January 2004 - December 2007
Datek Online December 2000 - January 2004
Skills
Series 7, Series 63, Series24, Series 4, Series 24, CCNA, FISD, Wombat Feed Handler, Market Data, Perl, Linux Server, Scripting, Vendor Management, Windows Server, Software Configuration..., Financial Markets, Disaster Recovery, Unix, Business Analysis, Requirements Analysis, Risk Management, Enterprise Architecture, Data Center
Education
Pace University 1995 — 1999
Bernard McCormack's Datek Online Experience 1998 - 2002
Job Senior Manager at TD Ameritrade
Industry Computer Software
Experience
TD Ameritrade November 1998 - Present
Datek Online 1998 - 2002
Skills
Series 63, Series 7, Trading Systems, Lean IT, Securities, Financial Services, Electronic Trading, Market Data, Lean Fundamentals, Equities, Equity Trading, Options, Capital Markets, Portfolio Management, Relationship Management, Risk Management, Business Continuity, Asset Management, Financial Markets, FINRA, DevOps, High Availability, Mobile Technology, Management, Coaching
Education
Providence College 1994 — 1998
Seton Hall Preparatory School 1990 — 1994
TD Ameritrade November 1998 - Present
Datek Online 1998 - 2002
Skills
Series 63, Series 7, Trading Systems, Lean IT, Securities, Financial Services, Electronic Trading, Market Data, Lean Fundamentals, Equities, Equity Trading, Options, Capital Markets, Portfolio Management, Relationship Management, Risk Management, Business Continuity, Asset Management, Financial Markets, FINRA, DevOps, High Availability, Mobile Technology, Management, Coaching
Education
Providence College 1994 — 1998
Seton Hall Preparatory School 1990 — 1994
Shirley Hapangama's Datek Online Experience February 1999 - December 2003
Job IT Manager at HSBC
Industry Financial Services
Experience
HSBC February 2012 - Present
HSBC October 2007 - January 2012
HSBC May 2005 - September 2007
Banc of America Securities LLC December 2003 - May 2005
Datek Online February 1999 - December 2003
Skills
Electronic Trading, Trading Systems, Equities, Fidessa, Business Analysis, Series 7, Cash, Order Management, Connectivity, Front Office, Product Management, Program Management, Software Project..., Relationship Management, PMO, IT Management, Series 63, Requirements Gathering, Project Delivery, Business Requirements, Vendor Management, User Acceptance Testing, Requirements Analysis, Technical Analysis, IT Project, Investment Banking, Management, Financial Services, Financial Markets, SDLC, Project Portfolio..., Banking
Education
Cornell University
Bachelor of Science, Communications
HSBC February 2012 - Present
HSBC October 2007 - January 2012
HSBC May 2005 - September 2007
Banc of America Securities LLC December 2003 - May 2005
Datek Online February 1999 - December 2003
Skills
Electronic Trading, Trading Systems, Equities, Fidessa, Business Analysis, Series 7, Cash, Order Management, Connectivity, Front Office, Product Management, Program Management, Software Project..., Relationship Management, PMO, IT Management, Series 63, Requirements Gathering, Project Delivery, Business Requirements, Vendor Management, User Acceptance Testing, Requirements Analysis, Technical Analysis, IT Project, Investment Banking, Management, Financial Services, Financial Markets, SDLC, Project Portfolio..., Banking
Education
Cornell University
Bachelor of Science, Communications
Jodi Koo Sabin's Datek Online Experience May 2000 - May 2001
Job Data Analyst at Teach For America
Industry Financial Services
Experience
US Trust, Bank of America Merrill Lynch Private Wealth Management March 2013 - Present
Teach For America October 2011 - March 2013
US Trust, Bank of America Merrill Lynch Private Wealth Management January 2011 - October 2011
Crum & Forster June 2009 - January 2011
Innovest Systems, LLC 2008 - June 2009
Bank Of America July 2007 - July 2008
US Trust May 2001 - July 2007
Datek Online May 2000 - May 2001
Prudential May 1997 - May 2000
Eastman Software 1995 - 1997
Skills
Business Analysis, Integration, Disaster Recovery, Vendor Management, SDLC
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1996
Master
Rutgers University-New Brunswick 1988 — 1990
BA
US Trust, Bank of America Merrill Lynch Private Wealth Management March 2013 - Present
Teach For America October 2011 - March 2013
US Trust, Bank of America Merrill Lynch Private Wealth Management January 2011 - October 2011
Crum & Forster June 2009 - January 2011
Innovest Systems, LLC 2008 - June 2009
Bank Of America July 2007 - July 2008
US Trust May 2001 - July 2007
Datek Online May 2000 - May 2001
Prudential May 1997 - May 2000
Eastman Software 1995 - 1997
Skills
Business Analysis, Integration, Disaster Recovery, Vendor Management, SDLC
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1996
Master
Rutgers University-New Brunswick 1988 — 1990
BA
Alvin Malcolm's Datek Online Experience February 2000 - July 2000
Job Data Analyst, Advent Outsourcing Services at Advent Software
Industry Financial Services
Experience
Advent Software June 2011 - Present
RJM Group Home Renovation, LOC January 2009 - May 2011
Genworth Financial November 2004 - August 2008
GE Asset Management August 2003 - October 2004
Instinet Corporation July 2000 - November 2002
Datek Online February 2000 - July 2000
Skills
Fixed Income, Investments, Management, Portfolio Management, Process Improvement, Trading, Analysis, Finance, Financial Risk, Securities, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1999
Advent Software June 2011 - Present
RJM Group Home Renovation, LOC January 2009 - May 2011
Genworth Financial November 2004 - August 2008
GE Asset Management August 2003 - October 2004
Instinet Corporation July 2000 - November 2002
Datek Online February 2000 - July 2000
Skills
Fixed Income, Investments, Management, Portfolio Management, Process Improvement, Trading, Analysis, Finance, Financial Risk, Securities, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1999
Erik Artigas's Datek Online Experience May 2001 - September 2001
Job Director at NASDAQ
Industry Financial Services
Experience
NASDAQ OMX February 2006 - Present
INET ATS October 2001 - February 2006
Island ECN October 2001 - February 2006
Datek Online May 2001 - September 2001
National Discount Brokers November 2000 - May 2001
Skills
Series 7, Series 63, Series 55, Series 24, Financial Markets, Equities, Options, Electronic Trading, Trading Systems, Trading, Trading Strategies, FINRA, Mergers & Acquisitions
Education
Freehold Township H.S. 1990 — 1995
Rowan University
B.S., Marketing
NASDAQ OMX February 2006 - Present
INET ATS October 2001 - February 2006
Island ECN October 2001 - February 2006
Datek Online May 2001 - September 2001
National Discount Brokers November 2000 - May 2001
Skills
Series 7, Series 63, Series 55, Series 24, Financial Markets, Equities, Options, Electronic Trading, Trading Systems, Trading, Trading Strategies, FINRA, Mergers & Acquisitions
Education
Freehold Township H.S. 1990 — 1995
Rowan University
B.S., Marketing
Kenneth Schiciano's Datek Online Experience 1999 - 2003
Job Managing Director, TA Associates
Industry Venture Capital & Private Equity
Experience
Arxan Technologies 2013 - Present
RGM Advisors, LLC 2008 - Present
ION Trading 2004 - Present
TA Associates June 1988 - Present
NetScout Systems 1999 - 2006
Lava Trading 2001 - 2005
Datek Online 1999 - 2003
The Island ECN 1999 - 2003
FTP Software 1992 - 1996
AT&T Bell Laboratories June 1984 - August 1987
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
SM, Business
Stanford University 1984 — 1985
Masters, Electrical Engineering
Duke University 1980 — 1984
BS, Electrical Engineering
Hudson High School
Arxan Technologies 2013 - Present
RGM Advisors, LLC 2008 - Present
ION Trading 2004 - Present
TA Associates June 1988 - Present
NetScout Systems 1999 - 2006
Lava Trading 2001 - 2005
Datek Online 1999 - 2003
The Island ECN 1999 - 2003
FTP Software 1992 - 1996
AT&T Bell Laboratories June 1984 - August 1987
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
SM, Business
Stanford University 1984 — 1985
Masters, Electrical Engineering
Duke University 1980 — 1984
BS, Electrical Engineering
Hudson High School
Alison Harris Lazzaro's Datek Online Experience 1999 - 2003
Job Vice President, General Manager Brand Marketing & Advertising at Prudential Financial
Industry Marketing and Advertising
Experience
Prudential Financial April 2015 - Present
Prudential Financial August 2010 - April 2015
Euro RSCG Worldwide January 2006 - July 2010
Berlin Cameron 2004 - 2006
Earthlink 2003 - 2004
Datek Online 1999 - 2003
BBDO 1996 - 1999
Skills
Integrated Marketing, Digital Marketing, Interactive Marketing, Advertising, Direct Marketing, Digital Strategy, Digital Media, Online Advertising, Brand Architecture, Social Media Marketing, Creative Strategy, Marketing Communications
Education
University of Georgia - Terry College of Business 1991 — 1995
Bachelor's degree, Communication, Journalism, and Related Programs
Prudential Financial April 2015 - Present
Prudential Financial August 2010 - April 2015
Euro RSCG Worldwide January 2006 - July 2010
Berlin Cameron 2004 - 2006
Earthlink 2003 - 2004
Datek Online 1999 - 2003
BBDO 1996 - 1999
Skills
Integrated Marketing, Digital Marketing, Interactive Marketing, Advertising, Direct Marketing, Digital Strategy, Digital Media, Online Advertising, Brand Architecture, Social Media Marketing, Creative Strategy, Marketing Communications
Education
University of Georgia - Terry College of Business 1991 — 1995
Bachelor's degree, Communication, Journalism, and Related Programs
Houtan Jalili's Datek Online Experience 2001 - 2002
Job Vice President at Banc of America Securities
Industry Financial Services
Experience
Bank of America August 2006 - Present
NASD March 2004 - August 2006
DPM Mellon June 2003 - March 2004
Datek Online 2001 - 2002
Education
Rutgers University-New Brunswick 1992 — 2000
Bank of America August 2006 - Present
NASD March 2004 - August 2006
DPM Mellon June 2003 - March 2004
Datek Online 2001 - 2002
Education
Rutgers University-New Brunswick 1992 — 2000
Jigna Badiani's Datek Online Experience May 1999 - May 2000
Job Trade Desk at NASDAQ
Industry Financial Services
Experience
NASDAQ October 2007 - April 2014
Smith Barney (Citi) June 2005 - July 2007
Merrill Lynch May 2000 - June 2004
Datek Online May 1999 - May 2000
Skills
Business Analysis, Series 7, Equities, Capital Markets, Securities, SDLC, Data Analysis, Options, Trading, Financial Services, Team Leadership, Analytics, Project Management, Financial Markets, Risk Management, Market Data, Fixed Income
Education
Rutgers University-New Brunswick 1995 — 1999
NASDAQ October 2007 - April 2014
Smith Barney (Citi) June 2005 - July 2007
Merrill Lynch May 2000 - June 2004
Datek Online May 1999 - May 2000
Skills
Business Analysis, Series 7, Equities, Capital Markets, Securities, SDLC, Data Analysis, Options, Trading, Financial Services, Team Leadership, Analytics, Project Management, Financial Markets, Risk Management, Market Data, Fixed Income
Education
Rutgers University-New Brunswick 1995 — 1999
Paul Abbatantuono Jr.'s Datek Online Experience February 1997 - February 1999
Job Account Manager, Problem Solver, Industry Expert in Pest Control at Assured Environments
Industry Environmental Services
Experience
Remedy Bar Group June 2003 - January 2007
Schwab Soundview Capital Markets April 1999 - December 2003
Datek Online February 1997 - February 1999
W.R. Huff Asset Management June 1994 - January 1997
Skills
New Business Development, Strategic Planning, Social Media, Public Speaking, International Sales, Sales Operations, Sales, Trade Shows, Trading, Marketing Strategy, Contract Negotiation, Digital Marketing, Digital Media, Account Management, Customer Service, Sales Management, IPM, Customer Driven, Customer Satisfaction, Customer-focused, Integrated Pest..., Pesticide, Pesticide Application, Outlook, Rodents, Bed Bugs, Pest Control, Insect, Insecticides, Problem Analysis, Problem Solving, Problem Management, Problem Sensitivity, Business Analysis, ESOP, English, New Business Procurement, New Business Generation
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
Bachelor of Science (BS)
Monsignor Farrell High School 1988 — 1992
Remedy Bar Group June 2003 - January 2007
Schwab Soundview Capital Markets April 1999 - December 2003
Datek Online February 1997 - February 1999
W.R. Huff Asset Management June 1994 - January 1997
Skills
New Business Development, Strategic Planning, Social Media, Public Speaking, International Sales, Sales Operations, Sales, Trade Shows, Trading, Marketing Strategy, Contract Negotiation, Digital Marketing, Digital Media, Account Management, Customer Service, Sales Management, IPM, Customer Driven, Customer Satisfaction, Customer-focused, Integrated Pest..., Pesticide, Pesticide Application, Outlook, Rodents, Bed Bugs, Pest Control, Insect, Insecticides, Problem Analysis, Problem Solving, Problem Management, Problem Sensitivity, Business Analysis, ESOP, English, New Business Procurement, New Business Generation
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
Bachelor of Science (BS)
Monsignor Farrell High School 1988 — 1992
Lisa Cahan's Datek Online Experience 1999 - 2003
Job Independent Real Estate Professional
Industry Real Estate
Experience
DATEK ONLINE 1999 - 2003
Education
Southern Methodist University - Cox School of Business 1982 — 1986
DATEK ONLINE 1999 - 2003
Education
Southern Methodist University - Cox School of Business 1982 — 1986
Donald McDermott's Datek Online Experience 1999 - 2001
Job Fixed Income Client Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters May 2005 - Present
Tradescape 2001 - 2003
Datek Online 1999 - 2001
Skills
Market Data, Financial Services, Leadership, Financial Markets, Account Management, Trading Systems, Trading, Electronic Trading, Fixed Income, Equities, Capital Markets, Options, Management, Relationship Management, Investments, Salesforce.com, Portfolio Management, Business Analysis, Derivatives, Bloomberg
Education
Rutgers University-New Brunswick 1993 — 1998
Thomson Reuters May 2005 - Present
Tradescape 2001 - 2003
Datek Online 1999 - 2001
Skills
Market Data, Financial Services, Leadership, Financial Markets, Account Management, Trading Systems, Trading, Electronic Trading, Fixed Income, Equities, Capital Markets, Options, Management, Relationship Management, Investments, Salesforce.com, Portfolio Management, Business Analysis, Derivatives, Bloomberg
Education
Rutgers University-New Brunswick 1993 — 1998
Patricia Kubasak's Datek Online Experience 1998 - 2000
Job Contract Associate 2, Embedded Clinical ProgramsStrategic Solutions at PRA Health Sciences
Industry Pharmaceuticals
Experience
PRA Health Sciences June 2015 - Present
Novartis Consumer Health November 2010 - Present
Novartis Consumer Health September 2007 - November 2011
Novartis February 2005 - June 2007
ICON CRO 2002 - 2004
Barton & Polansky 2002 - 2004
ICON 2002 - 2004
Datek Online 1998 - 2000
Skills
Clinical Trials, Clinical Development, CRO, Software Documentation, Patient Recruitment, Contract Management, CTMS, FDA, Drug Development
Education
City University of New York-College of Staten Island 1993 — 1999
BS, Marketing
St Joseph by the Sea 1989 — 1993
general studies, General Studies
PRA Health Sciences June 2015 - Present
Novartis Consumer Health November 2010 - Present
Novartis Consumer Health September 2007 - November 2011
Novartis February 2005 - June 2007
ICON CRO 2002 - 2004
Barton & Polansky 2002 - 2004
ICON 2002 - 2004
Datek Online 1998 - 2000
Skills
Clinical Trials, Clinical Development, CRO, Software Documentation, Patient Recruitment, Contract Management, CTMS, FDA, Drug Development
Education
City University of New York-College of Staten Island 1993 — 1999
BS, Marketing
St Joseph by the Sea 1989 — 1993
general studies, General Studies
Joe Dingerdissen's Datek Online Experience June 1999 - April 2001
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2008 - Present
Computershare August 2001 - March 2008
Computershare 2001 - 2007
Datek Online June 1999 - April 2001
Skills
Investments, Mergers & Acquisitions, Finance, Due Diligence, Contract Negotiation, Mutual Funds, Equities, Financial Services, Options, FINRA, Investment Advisory, Sales, Investment Banking, Series 7, Derivatives, Asset Allocation, Asset Managment, Financial Analysis, Wealth Management, Strategic Planning, Portfolio Management, Financial Reporting, Investor Relations, Fixed Income, Banking, Management, Relationship Management, Securities, Series 63, Leadership, Business Strategy, Analysis, Risk Management, Financial Risk, Financial Markets, Trading, Business Development, Capital Markets, Retirement Planning, Customer Service, Microsoft Excel, Business Analysis, Budgets, Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Economics
Scottrade May 2008 - Present
Computershare August 2001 - March 2008
Computershare 2001 - 2007
Datek Online June 1999 - April 2001
Skills
Investments, Mergers & Acquisitions, Finance, Due Diligence, Contract Negotiation, Mutual Funds, Equities, Financial Services, Options, FINRA, Investment Advisory, Sales, Investment Banking, Series 7, Derivatives, Asset Allocation, Asset Managment, Financial Analysis, Wealth Management, Strategic Planning, Portfolio Management, Financial Reporting, Investor Relations, Fixed Income, Banking, Management, Relationship Management, Securities, Series 63, Leadership, Business Strategy, Analysis, Risk Management, Financial Risk, Financial Markets, Trading, Business Development, Capital Markets, Retirement Planning, Customer Service, Microsoft Excel, Business Analysis, Budgets, Series 24
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Economics
Bobby Jenks, CLSD's Datek Online Experience February 2001 - November 2002
Job Director of Security at Novotel New York Times Square Hotel
Industry Hospitality
Experience
Novotel New York Times Square December 2013 - Present
Park Plus Parking, Inc. June 2013 - December 2013
Conrad New York April 2013 - June 2013
Newark Liberty Int'l Airport Marriott May 2004 - April 2013
Datek Online February 2001 - November 2002
New York City Police Department September 1980 - September 2000
Skills
Loss Prevention, Corporate Security, Physical Security, Investigations, Security Management, Surveillance, Hotels, Hotel Management, Investigation, Access Control, Emergency Management, Hospitality, Compliance, Risk Assessment, Security Operations, Interviewing, CCTV, Crisis Management, Executive Protection, Hospitality Management, Close Protection, First Aid, Law Enforcement, Security Training, Fire Safety Management, Private Investigations, Fire Safety, Background Checks, Asset Protection, Enforcement, Security, Internal Investigations, Police, Interrogation, Workplace Violence, Pre-opening, Interviews, Lodging, Criminal Investigations, Opening Hotels, Supervisory Skills, Firearms, Criminal Justice, Pre-opening experience, Rooms Division, Property Management..., Guest Service Management, Micros, Security Audits, Resorts
Education
Kingsborough Community College 1979 — 1979
Business Adm.
Saint John's University 1977 — 1979
Business Adm.
Novotel New York Times Square December 2013 - Present
Park Plus Parking, Inc. June 2013 - December 2013
Conrad New York April 2013 - June 2013
Newark Liberty Int'l Airport Marriott May 2004 - April 2013
Datek Online February 2001 - November 2002
New York City Police Department September 1980 - September 2000
Skills
Loss Prevention, Corporate Security, Physical Security, Investigations, Security Management, Surveillance, Hotels, Hotel Management, Investigation, Access Control, Emergency Management, Hospitality, Compliance, Risk Assessment, Security Operations, Interviewing, CCTV, Crisis Management, Executive Protection, Hospitality Management, Close Protection, First Aid, Law Enforcement, Security Training, Fire Safety Management, Private Investigations, Fire Safety, Background Checks, Asset Protection, Enforcement, Security, Internal Investigations, Police, Interrogation, Workplace Violence, Pre-opening, Interviews, Lodging, Criminal Investigations, Opening Hotels, Supervisory Skills, Firearms, Criminal Justice, Pre-opening experience, Rooms Division, Property Management..., Guest Service Management, Micros, Security Audits, Resorts
Education
Kingsborough Community College 1979 — 1979
Business Adm.
Saint John's University 1977 — 1979
Business Adm.
John Travis Forsyth's Datek Online Experience May 2000 - May 2002
Job Realtor at Execuhome Realty
Industry Real Estate
Experience
Execuhome Realty April 2014 - Present
Exemplary, Inc. November 2011 - Present
Perspective, LLC October 2012 - April 2014
Forsyth Construction, LLC January 2007 - December 2013
Chesapeake Habitat for Humanity November 2005 - December 2006
AmeriCorps November 2003 - October 2005
Datek Online May 2000 - May 2002
Skills
Construction, Public Speaking, Customer Service, Budgeting, Microsoft Office, Real Estate, Real Estate Development, Real Estate Investment, Budgets, Investment Properties, Short Sales, Investments, Management, Strategic Planning, Investors, Sellers, Real Estate Transactions, Sales, Selling, Residential Homes, Foreclosures, Rentals, Property Management, Leadership, Single Family Homes, HUD, Referrals, REO, Real Estate Economics, Construction Management, First Time Home Buyers, Condos, Real Estate Financing, Real Property, Townhomes, Income Properties, Seniors, New Home Sales, Move Up Buyers, Buyers, Buyer Representation, Listings
Education
University of Delaware 1995 — 2000
Bachelor of Applied Science (BASc), Finance, General
Pitman High School 1991 — 1995
High School Diploma, General Studies
Execuhome Realty April 2014 - Present
Exemplary, Inc. November 2011 - Present
Perspective, LLC October 2012 - April 2014
Forsyth Construction, LLC January 2007 - December 2013
Chesapeake Habitat for Humanity November 2005 - December 2006
AmeriCorps November 2003 - October 2005
Datek Online May 2000 - May 2002
Skills
Construction, Public Speaking, Customer Service, Budgeting, Microsoft Office, Real Estate, Real Estate Development, Real Estate Investment, Budgets, Investment Properties, Short Sales, Investments, Management, Strategic Planning, Investors, Sellers, Real Estate Transactions, Sales, Selling, Residential Homes, Foreclosures, Rentals, Property Management, Leadership, Single Family Homes, HUD, Referrals, REO, Real Estate Economics, Construction Management, First Time Home Buyers, Condos, Real Estate Financing, Real Property, Townhomes, Income Properties, Seniors, New Home Sales, Move Up Buyers, Buyers, Buyer Representation, Listings
Education
University of Delaware 1995 — 2000
Bachelor of Applied Science (BASc), Finance, General
Pitman High School 1991 — 1995
High School Diploma, General Studies
Erica Andreana's Datek Online Experience May 2000 - October 2002
Job Program Manager Custom Newsletters and Reprints at Gartner
Industry Information Technology and Services
Experience
Gartner September 2012 - Present
Indeed.com November 2011 - July 2012
CUnet October 2007 - October 2011
Fremont Investment and Loan May 2006 - March 2007
Argent Mortgage 2002 - 2006
Datek Online May 2000 - October 2002
Skills
Online Advertising, Salesforce.com, Lead Generation, Account Management, SEM, Social Media, Digital Marketing, Social Media Marketing, Email Marketing, Sales
Education
State University of New York College at Geneseo 1995 — 2000
Bachelors of Art, English
Nanuet High School
Gartner September 2012 - Present
Indeed.com November 2011 - July 2012
CUnet October 2007 - October 2011
Fremont Investment and Loan May 2006 - March 2007
Argent Mortgage 2002 - 2006
Datek Online May 2000 - October 2002
Skills
Online Advertising, Salesforce.com, Lead Generation, Account Management, SEM, Social Media, Digital Marketing, Social Media Marketing, Email Marketing, Sales
Education
State University of New York College at Geneseo 1995 — 2000
Bachelors of Art, English
Nanuet High School
Jeanine Brady's Datek Online Experience 2000 - 2005
Job National Purchasing Manager at Sims Group
Industry Logistics and Supply Chain
Experience
Sims Group National Purchasing ManagerSims Group2006 - Present
Merrill Lynch 2005 - 2006
Cendant 2001 - 2006
Datek Online 2000 - 2005
Education
Bryant University 1973 — 1975
AS, Business
Nipmuc Regional High School 1968 — 1973
HS Diploma, Business
Sims Group National Purchasing ManagerSims Group2006 - Present
Merrill Lynch 2005 - 2006
Cendant 2001 - 2006
Datek Online 2000 - 2005
Education
Bryant University 1973 — 1975
AS, Business
Nipmuc Regional High School 1968 — 1973
HS Diploma, Business
Raymond M Wong's Datek Online Experience 1999 - 2001
Job Marketplace Business Manager at Eforcity Corporation
Industry Consumer Electronics
Experience
Eforcity Corporation August 2005 - April 2014
Ameritrade 2001 - 2004
Datek Online 1999 - 2001
Skills
Online Marketing, Social Media Marketing, Web Analytics, Project Management, Management, Strategic Planning, Market Research, SEM, Microsoft Office, Email Marketing, E-commerce, CRM, Account Management, Online Advertising, Marketing, SEO, IT Operations, Start-ups, Digital Marketing, Leadership, Team Management
Education
State University of New York at Buffalo - School of Management 1994 — 1999
Bachelor’s Degree, Business Administration and Management, General
Eforcity Corporation August 2005 - April 2014
Ameritrade 2001 - 2004
Datek Online 1999 - 2001
Skills
Online Marketing, Social Media Marketing, Web Analytics, Project Management, Management, Strategic Planning, Market Research, SEM, Microsoft Office, Email Marketing, E-commerce, CRM, Account Management, Online Advertising, Marketing, SEO, IT Operations, Start-ups, Digital Marketing, Leadership, Team Management
Education
State University of New York at Buffalo - School of Management 1994 — 1999
Bachelor’s Degree, Business Administration and Management, General
Keith Dewey's Datek Online Experience February 1997 - January 1999
Job Sales Manager at Prudential Investments
Industry Investment Management
Experience
Prudential Financial November 2001 - Present
Prudential Investments 2001 - Present
UBS January 1999 - January 2001
Datek Online February 1997 - January 1999
Skills
Alternative Investments, Series 7, Separately Managed..., Series 63, Series 6, Mutual Funds, Sales, Wealth Management, Securities, Investments, Fixed Income, Asset Management, Financial Services, Asset Allocation, Equities, Retirement Planning, FINRA, 401k, Portfolio Management, Series 65, ETFs, Series 24, Variable Annuities
Education
Richard Stockton College of New Jersey 1993 — 1997
BA
Bloomfield High
Prudential Financial November 2001 - Present
Prudential Investments 2001 - Present
UBS January 1999 - January 2001
Datek Online February 1997 - January 1999
Skills
Alternative Investments, Series 7, Separately Managed..., Series 63, Series 6, Mutual Funds, Sales, Wealth Management, Securities, Investments, Fixed Income, Asset Management, Financial Services, Asset Allocation, Equities, Retirement Planning, FINRA, 401k, Portfolio Management, Series 65, ETFs, Series 24, Variable Annuities
Education
Richard Stockton College of New Jersey 1993 — 1997
BA
Bloomfield High
Peter Mellquist's Datek Online Experience August 1999 - April 2002
Job HP Networks Advanced Technology Group
Industry Computer Software
Experience
Hewlett-Packard April 2010 - Present
Storage Networking Industry Association 2002 - Present
Hewlett-Packard May 2005 - March 2010
Emulex ( Sierra Logic ) February 2001 - November 2005
Datek Online August 1999 - April 2002
Hewlett-Packard Networking Products Group May 1994 - July 1999
General Electric Bently Nevada September 1990 - May 1994
Skills
Cloud API Development, Service Oriented..., Cloud Computing, Cloud Load Balancer as..., Cloud API Servers, REST based APIs, Java based Cloud..., Python based cloud..., Engineering Management, Agile Methodologies, Java based web services, Python based web..., HTTP protocol expert, Linux, Embedded Linux, Fibre Channel, Java, REST, SOA, Network Load Balancers, C / C++ high..., High Availability..., SNMP, WBEM, Network Management, Server Management, Openstack
Education
California State University-Chico 1987 — 1991
Masters of Computer Science, Computer Science and Computer Engineering, 3.8 GPA
California State University-Chico 1983 — 1987
Bachelors of Computer Science, Computer Science and Mathematics
Hewlett-Packard April 2010 - Present
Storage Networking Industry Association 2002 - Present
Hewlett-Packard May 2005 - March 2010
Emulex ( Sierra Logic ) February 2001 - November 2005
Datek Online August 1999 - April 2002
Hewlett-Packard Networking Products Group May 1994 - July 1999
General Electric Bently Nevada September 1990 - May 1994
Skills
Cloud API Development, Service Oriented..., Cloud Computing, Cloud Load Balancer as..., Cloud API Servers, REST based APIs, Java based Cloud..., Python based cloud..., Engineering Management, Agile Methodologies, Java based web services, Python based web..., HTTP protocol expert, Linux, Embedded Linux, Fibre Channel, Java, REST, SOA, Network Load Balancers, C / C++ high..., High Availability..., SNMP, WBEM, Network Management, Server Management, Openstack
Education
California State University-Chico 1987 — 1991
Masters of Computer Science, Computer Science and Computer Engineering, 3.8 GPA
California State University-Chico 1983 — 1987
Bachelors of Computer Science, Computer Science and Mathematics
Anthony Kwiatkowski's Datek Online Experience January 2000 - July 2002
Job Operations Analyst at Carlyle Blue Wave Partners
Industry Financial Services
Experience
Carlyle Blue Wave Partners January 2007 - Present
International Fund Services July 2002 - January 2007
Datek Online January 2000 - July 2002
Education
University of Scranton 1995 — 1999
BS
Carlyle Blue Wave Partners January 2007 - Present
International Fund Services July 2002 - January 2007
Datek Online January 2000 - July 2002
Education
University of Scranton 1995 — 1999
BS
Christopher Lauver's Datek Online Experience 2000 - 2001
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
VALIC June 2008 - September 2012
Lincoln Financial Distributors August 2003 - June 2008
Merrill Lynch March 2001 - August 2003
Datek Online 2000 - 2001
Skills
Series 6, Variable Annuities, Retirement, Uniform Combined State..., Strategic Financial..., Alternative Investments, Life Insurance, 401k Rollovers, IRAs, Insurance, Financial Advisory, Asset Managment, ETFs, Long-term Care, Estate Planning, Financial Planning, Financial Services, Asset Management
Education
Towson University 1992 — 1996
BS, Sports Management
TIAA-CREF September 2012 - Present
VALIC June 2008 - September 2012
Lincoln Financial Distributors August 2003 - June 2008
Merrill Lynch March 2001 - August 2003
Datek Online 2000 - 2001
Skills
Series 6, Variable Annuities, Retirement, Uniform Combined State..., Strategic Financial..., Alternative Investments, Life Insurance, 401k Rollovers, IRAs, Insurance, Financial Advisory, Asset Managment, ETFs, Long-term Care, Estate Planning, Financial Planning, Financial Services, Asset Management
Education
Towson University 1992 — 1996
BS, Sports Management
Craig Kiernan's Datek Online Experience February 2000 - September 2002
Job Investment Adviser Representative at Hemenway Associates Inc.
Industry Financial Services
Experience
Hemenway Associates Inc January 2014 - Present
Hemenway Associates, Inc. February 2013 - Present
TD Ameritrade February 2006 - January 2013
Ameritrade September 2002 - January 2006
Datek Online February 2000 - September 2002
Education
The College of New Jersey 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Hemenway Associates Inc January 2014 - Present
Hemenway Associates, Inc. February 2013 - Present
TD Ameritrade February 2006 - January 2013
Ameritrade September 2002 - January 2006
Datek Online February 2000 - September 2002
Education
The College of New Jersey 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Darren Kramer's Datek Online Experience August 2001 - October 2002
Job at The Rx Club
Industry Marketing and Advertising
Experience
The Rx Club August 2008 - Present
JPMorgan Chase February 2003 - June 2008
Datek Online August 2001 - October 2002
Education
State University of New York College at Oneonta 1984 — 1988
The Rx Club August 2008 - Present
JPMorgan Chase February 2003 - June 2008
Datek Online August 2001 - October 2002
Education
State University of New York College at Oneonta 1984 — 1988
Timothy Kali's Datek Online Experience August 1999 - January 2003
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2013 - Present
BNP Paribas January 2007 - March 2013
. 2012 - 2013
JPMorgan Chase September 2005 - December 2006
ABN AMRO Bank September 2003 - August 2005
Datek Online August 1999 - January 2003
Skills
AML, Bank Secrecy Act, Due Diligence, OFAC, Sanction, Regulations, FinCEN, Series 7, Investment Banking, KYC, Securities, Operational Risk, USA PATRIOT Act, Financial Risk, Banking, Anti Money Laundering
Education
Penn State University 1995 — 1999
BS, Management Science & Information Systems
JPMorgan Chase March 2013 - Present
BNP Paribas January 2007 - March 2013
. 2012 - 2013
JPMorgan Chase September 2005 - December 2006
ABN AMRO Bank September 2003 - August 2005
Datek Online August 1999 - January 2003
Skills
AML, Bank Secrecy Act, Due Diligence, OFAC, Sanction, Regulations, FinCEN, Series 7, Investment Banking, KYC, Securities, Operational Risk, USA PATRIOT Act, Financial Risk, Banking, Anti Money Laundering
Education
Penn State University 1995 — 1999
BS, Management Science & Information Systems
Mildred Montolio Falcon's Datek Online Experience 2000 - 2003
Job AVP, Business Process Engineering
Industry Financial Services
Experience
Deutsche Bank July 2013 - Present
Bank of America Merrill Lynch May 2012 - July 2013
Bank of America Merrill Lynch June 2009 - May 2012
Merrill Lynch October 2006 - June 2009
Merrill Lynch March 2003 - October 2006
Datek Online 2000 - 2003
Skills
Series 7, Securities, Process Improvement, Team Building, Financial Services, Relationship Management, Equities, Mutual Funds, Risk Management, Six Sigma
Education
Kean University 1996 — 2001
Bachelor of Arts, Communications
Deutsche Bank July 2013 - Present
Bank of America Merrill Lynch May 2012 - July 2013
Bank of America Merrill Lynch June 2009 - May 2012
Merrill Lynch October 2006 - June 2009
Merrill Lynch March 2003 - October 2006
Datek Online 2000 - 2003
Skills
Series 7, Securities, Process Improvement, Team Building, Financial Services, Relationship Management, Equities, Mutual Funds, Risk Management, Six Sigma
Education
Kean University 1996 — 2001
Bachelor of Arts, Communications
Victor Hendrickson's Datek Online Experience February 1999 - July 2000
Job Assistant General Counsel at HarperCollins Publishers
Industry Law Practice
Experience
HarperCollins Publishers June 2014 - Present
Fuse Networks LLC - The Madison Square Garden Company July 2012 - May 2014
Davis Wright Tremaine LLP January 2009 - July 2012
Ropes & Gray LLP September 2005 - January 2009
Waters Magazine November 2001 - June 2002
Tradescape Technologies July 2000 - October 2001
Datek Online February 1999 - July 2000
Institutional Investor August 1997 - February 1999
Institutional Investor Newsletters August 1997 - February 1999
Skills
Intellectual Property, Litigation, Legal Writing, Trademarks, Copyright Law, Commercial Litigation, Licensing, Entertainment Law
Education
The George Washington University Law School 2002 — 2005
J.D.
University of North Carolina at Chapel Hill 1993 — 1997
B.A., Journalism & Mass Communication
BFA-St. Albans 1989 — 1993
HarperCollins Publishers June 2014 - Present
Fuse Networks LLC - The Madison Square Garden Company July 2012 - May 2014
Davis Wright Tremaine LLP January 2009 - July 2012
Ropes & Gray LLP September 2005 - January 2009
Waters Magazine November 2001 - June 2002
Tradescape Technologies July 2000 - October 2001
Datek Online February 1999 - July 2000
Institutional Investor August 1997 - February 1999
Institutional Investor Newsletters August 1997 - February 1999
Skills
Intellectual Property, Litigation, Legal Writing, Trademarks, Copyright Law, Commercial Litigation, Licensing, Entertainment Law
Education
The George Washington University Law School 2002 — 2005
J.D.
University of North Carolina at Chapel Hill 1993 — 1997
B.A., Journalism & Mass Communication
BFA-St. Albans 1989 — 1993
Dejan Marin's Datek Online Experience January 1996 - November 1998
Job Facilitator and Learning Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2002 - Present
DLJdirect February 1999 - October 2001
Datek Online January 1996 - November 1998
Skills
Training, Process Improvement, Performance Improvement, Coaching, Financial Services, Leadership Development, Mutual Funds, Staff Development, Change Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1990 — 1994
BA & BS, Economics & Finance
Ellis University 2006 — 2008
MBA, Business
TIAA-CREF February 2002 - Present
DLJdirect February 1999 - October 2001
Datek Online January 1996 - November 1998
Skills
Training, Process Improvement, Performance Improvement, Coaching, Financial Services, Leadership Development, Mutual Funds, Staff Development, Change Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1990 — 1994
BA & BS, Economics & Finance
Ellis University 2006 — 2008
MBA, Business
Jim Lozano's Datek Online Experience February 2000 - October 2002
Job Director of Parent Experience Smart Tuition
Industry Financial Services
Experience
Smart Tuition February 2012 - Present
Springleaf Financial Services (formerly AIG American General Financial Services) April 2009 - December 2011
Citigroup-CitiCapital September 2007 - October 2008
First Investors Corporation March 2003 - September 2007
Datek Online February 2000 - October 2002
Enterprise Rent-A-Car February 1997 - February 2000
Skills
Management, Accounts Receivable, Finance, Customer Service, Microsoft Excel, Credit Analysis, Insurance, Accounting, Sales, Account Management, Team Building, Salesforce.com, Call Centers, Leadership, Training, Analysis, Credit, Strategic Planning
Education
St. Francis University 1988 — 1992
BS, Business Management, Finance
Serra Catholic High School 1984 — 1988
Smart Tuition February 2012 - Present
Springleaf Financial Services (formerly AIG American General Financial Services) April 2009 - December 2011
Citigroup-CitiCapital September 2007 - October 2008
First Investors Corporation March 2003 - September 2007
Datek Online February 2000 - October 2002
Enterprise Rent-A-Car February 1997 - February 2000
Skills
Management, Accounts Receivable, Finance, Customer Service, Microsoft Excel, Credit Analysis, Insurance, Accounting, Sales, Account Management, Team Building, Salesforce.com, Call Centers, Leadership, Training, Analysis, Credit, Strategic Planning
Education
St. Francis University 1988 — 1992
BS, Business Management, Finance
Serra Catholic High School 1984 — 1988
Lou Frigerio's Datek Online Experience 1997 - 2001
Job AVP at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse October 2009 - Present
Toys R Us 2004 - 2006
Staples 1997 - 2004
Datek Online 1997 - 2001
Skills
Investments, Vendor Management, Business Analysis, Metrics, Process Improvement
Education
Brookdale Community College 1994 — 1996
Rutgers University-New Brunswick 1993 — 1995
Credit Suisse October 2009 - Present
Toys R Us 2004 - 2006
Staples 1997 - 2004
Datek Online 1997 - 2001
Skills
Investments, Vendor Management, Business Analysis, Metrics, Process Improvement
Education
Brookdale Community College 1994 — 1996
Rutgers University-New Brunswick 1993 — 1995
Glen Bover's Datek Online Experience 1999 - 2003
Job Vice President, Tax Services Division
Industry Financial Services
Experience
Broadridge October 2008 - Present
Financial Industry Technical Services (FITS) July 2008 - October 2008
Jefferies & Company 2006 - 2008
Broadridge December 2005 - August 2006
TD Ameritrade 2003 - 2005
Datek Online 1999 - 2003
Paine Webber December 1995 - May 1999
PaineWebber 1995 - 1999
Wall Street Concepts September 1992 - December 1995
Skills
Tax, Project Management, Securities, Account Reconciliation, Series 7, Financial Services, FINRA, Risk Management, Outsourcing, Mutual Funds, Corporate Actions, Portfolio Management, Alternative Investments, Equities, Financial Risk, Prime Brokerage, Fixed Income, Back Office, Hedge Funds, Investments, Investment Banking, Capital Markets, Derivatives, Bloomberg, Trading Systems, Middle Office, Series 63, Options
Education
Boston University 2006 — 2006
Certification, Project Management
Fordham University 1987 — 1991
Bachelors, Finance
Broadridge October 2008 - Present
Financial Industry Technical Services (FITS) July 2008 - October 2008
Jefferies & Company 2006 - 2008
Broadridge December 2005 - August 2006
TD Ameritrade 2003 - 2005
Datek Online 1999 - 2003
Paine Webber December 1995 - May 1999
PaineWebber 1995 - 1999
Wall Street Concepts September 1992 - December 1995
Skills
Tax, Project Management, Securities, Account Reconciliation, Series 7, Financial Services, FINRA, Risk Management, Outsourcing, Mutual Funds, Corporate Actions, Portfolio Management, Alternative Investments, Equities, Financial Risk, Prime Brokerage, Fixed Income, Back Office, Hedge Funds, Investments, Investment Banking, Capital Markets, Derivatives, Bloomberg, Trading Systems, Middle Office, Series 63, Options
Education
Boston University 2006 — 2006
Certification, Project Management
Fordham University 1987 — 1991
Bachelors, Finance
Cesar Duron's Datek Online Experience 2000 - 2002
Job FX Application Support at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
BNY ConvergEx 2005 - 2008
Ameritrade 2002 - 2005
Datek Online 2000 - 2002
Education
Pace University 1996 — 2001
BA, Computer Science
Morgan Stanley 2008 - Present
BNY ConvergEx 2005 - 2008
Ameritrade 2002 - 2005
Datek Online 2000 - 2002
Education
Pace University 1996 — 2001
BA, Computer Science
Jeff Kosarin's Datek Online Experience 1997 - 2002
Job System Analyst at Credit Agricole
Industry Computer Software
Experience
Crédit Agricole CIB May 2015 - Present
Deutsche Bank August 2014 - April 2015
RBS Markets and International Banking January 2014 - August 2014
barcays capital August 2010 - November 2013
HSBC 2005 - 2010
Bank of America 2003 - 2004
Datek Online 1997 - 2002
Skills
Business Analysis
Education
Baruch College, City University of New York (CUNY) 1997 — 2002
Master of Business Administration (MBA), Computer Science, 3.25
Northeastern University 1990 — 1994
BS, Journalism
Crédit Agricole CIB May 2015 - Present
Deutsche Bank August 2014 - April 2015
RBS Markets and International Banking January 2014 - August 2014
barcays capital August 2010 - November 2013
HSBC 2005 - 2010
Bank of America 2003 - 2004
Datek Online 1997 - 2002
Skills
Business Analysis
Education
Baruch College, City University of New York (CUNY) 1997 — 2002
Master of Business Administration (MBA), Computer Science, 3.25
Northeastern University 1990 — 1994
BS, Journalism
Jennifer Woo's Datek Online Experience September 2000 - December 2002
Job Customer Segment Delivery, Marketing Product Manager at Citi
Industry Marketing and Advertising
Experience
Citi October 2012 - Present
Citi May 2012 - October 2012
Health Net July 2008 - May 2011
Direct Marketing Association 2007 - 2008
TD Waterhouse April 2004 - February 2006
Citigroup March 2003 - April 2004
Datek Online September 2000 - December 2002
New York University/SCPS 1997 - 2000
Skills
Direct Marketing, Integrated Marketing, Strategy, Online Advertising, Marketing, Competitive Analysis, Marketing Strategy, Management, Direct Mail, Program Management, Public Relations, Project Management, Analysis, Segmentation, Budgets, Customer Retention, Newsletters, Risk Management, Customer Service, Project Planning
Education
Binghamton University - School of Management
School of Management
New York University
Master's degree, degree in progress
Citi October 2012 - Present
Citi May 2012 - October 2012
Health Net July 2008 - May 2011
Direct Marketing Association 2007 - 2008
TD Waterhouse April 2004 - February 2006
Citigroup March 2003 - April 2004
Datek Online September 2000 - December 2002
New York University/SCPS 1997 - 2000
Skills
Direct Marketing, Integrated Marketing, Strategy, Online Advertising, Marketing, Competitive Analysis, Marketing Strategy, Management, Direct Mail, Program Management, Public Relations, Project Management, Analysis, Segmentation, Budgets, Customer Retention, Newsletters, Risk Management, Customer Service, Project Planning
Education
Binghamton University - School of Management
School of Management
New York University
Master's degree, degree in progress
Kevin Palevsky's Datek Online Experience 1999 - 2003
Job Vice President/ Financial Advisor at JP Morgan
Industry Financial Services
Experience
JP Morgan Private Bank March 2010 - Present
Wealth Management, Bank of America/Merrill Lynch October 2003 - April 2010
Datek Online 1999 - 2003
Skills
Investments, Finance, Credit, Series 7, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Fixed Income, Equities, Retirement Planning, Alternative Investments, Asset Allocation, Wealth Management..., Private Banking, Capital Markets, Asset Management
Education
University of Rhode Island 1996 — 1999
Finance
JP Morgan Private Bank March 2010 - Present
Wealth Management, Bank of America/Merrill Lynch October 2003 - April 2010
Datek Online 1999 - 2003
Skills
Investments, Finance, Credit, Series 7, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Fixed Income, Equities, Retirement Planning, Alternative Investments, Asset Allocation, Wealth Management..., Private Banking, Capital Markets, Asset Management
Education
University of Rhode Island 1996 — 1999
Finance
Margaret (Maggie) Welsh's Datek Online Experience February 2000 - October 2001
Job Independence Home Care, Director of Client Relations
Industry Marketing and Advertising
Experience
Independence Home Care March 2014 - Present
Battenkill Capital Management, Inc. April 2011 - February 2013
Datek Online February 2000 - October 2001
Dreyfus Service Corporation January 1997 - April 2000
Harris Bank January 1995 - March 1997
LaSalle National Trust January 1994 - January 1995
SEI Corporation June 1990 - August 1994
Skills
Marketing Communications, Product Marketing, Marketing, Sales Management, Project Management, Digital Marketing, Marketing Strategy, Lead Generation, Event Planning, Financial Services, Strategic Communications, New Business Development, Strategic Planning
Education
Northeastern University
BS, Communications Marketing
Independence Home Care March 2014 - Present
Battenkill Capital Management, Inc. April 2011 - February 2013
Datek Online February 2000 - October 2001
Dreyfus Service Corporation January 1997 - April 2000
Harris Bank January 1995 - March 1997
LaSalle National Trust January 1994 - January 1995
SEI Corporation June 1990 - August 1994
Skills
Marketing Communications, Product Marketing, Marketing, Sales Management, Project Management, Digital Marketing, Marketing Strategy, Lead Generation, Event Planning, Financial Services, Strategic Communications, New Business Development, Strategic Planning
Education
Northeastern University
BS, Communications Marketing
Shamelle Silver's Datek Online Experience January 2001 - April 2002
Job Senior HR Business Partner at Verizon
Industry Medical Devices
Experience
Verizon September 2011 - Present
EXECUSearch North America July 2011 - September 2011
Terumo Medical Corporation December 2010 - June 2011
Catalent Pharma Solutions (formerly Cardinal Health PT&S) April 2010 - December 2010
Catalent Pharma Solutions April 2002 - April 2010
Datek Online January 2001 - April 2002
Citi December 1998 - December 2000
Fountain House June 1996 - June 1997
Skills
Employee Relations, Management, Talent Management, Human Resources, Performance Management, New Hire Orientations, HR Policies, Employee Engagement, HRIS, Training, Employee Benefits, Payroll, Onboarding, Recruiting, Leadership Development, Deferred Compensation, Interviews, Leadership, Personnel Management, Strategic Planning, Hiring, Policy, Conflict Resolution, Strategy, Organizational..., FMLA, Screening, Talent Acquisition, College Recruiting, Succession Planning
Education
New School For Social Research 1996 — 1998
Master of Science, HR Management
City University of New York-John Jay College of Criminal Justice
BS, Legal Studies
Verizon September 2011 - Present
EXECUSearch North America July 2011 - September 2011
Terumo Medical Corporation December 2010 - June 2011
Catalent Pharma Solutions (formerly Cardinal Health PT&S) April 2010 - December 2010
Catalent Pharma Solutions April 2002 - April 2010
Datek Online January 2001 - April 2002
Citi December 1998 - December 2000
Fountain House June 1996 - June 1997
Skills
Employee Relations, Management, Talent Management, Human Resources, Performance Management, New Hire Orientations, HR Policies, Employee Engagement, HRIS, Training, Employee Benefits, Payroll, Onboarding, Recruiting, Leadership Development, Deferred Compensation, Interviews, Leadership, Personnel Management, Strategic Planning, Hiring, Policy, Conflict Resolution, Strategy, Organizational..., FMLA, Screening, Talent Acquisition, College Recruiting, Succession Planning
Education
New School For Social Research 1996 — 1998
Master of Science, HR Management
City University of New York-John Jay College of Criminal Justice
BS, Legal Studies
Cheryl Weaver's Datek Online Experience 2000 - 2002
Job Associate Manager Trade Desk at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 2012 - Present
Prudential Financial January 2009 - May 2012
MetLife 2003 - 2006
Datek Online 2000 - 2002
Skills
Series 7, Trading, Mutual Funds, Equities, Fixed Income, Asset Management, Options, Bloomberg, Microsoft Excel, Financial Markets, Auditing, Microsoft Office, Customer Service, Internal Audit, Analysis, Training, Team Leadership, Call Centers, Quality Assurance, Managed Money, Trace, Compliance, Series 24, Investments, Finance, ETFs, FINRA, Financial Services, Bonds, Human Resources, Equity Trading
Education
Rider University 1994 — 1998
BA, Communications
Rider University 1994 — 1998
Bachelor of Science (BS), Communication and Media Studies
Colonia High School 1990 — 1994
Prudential Financial May 2012 - Present
Prudential Financial January 2009 - May 2012
MetLife 2003 - 2006
Datek Online 2000 - 2002
Skills
Series 7, Trading, Mutual Funds, Equities, Fixed Income, Asset Management, Options, Bloomberg, Microsoft Excel, Financial Markets, Auditing, Microsoft Office, Customer Service, Internal Audit, Analysis, Training, Team Leadership, Call Centers, Quality Assurance, Managed Money, Trace, Compliance, Series 24, Investments, Finance, ETFs, FINRA, Financial Services, Bonds, Human Resources, Equity Trading
Education
Rider University 1994 — 1998
BA, Communications
Rider University 1994 — 1998
Bachelor of Science (BS), Communication and Media Studies
Colonia High School 1990 — 1994
Bryan Siegel's Datek Online Experience January 1999 - December 2001
Job Sales Manager at Major NJ Bank
Industry Financial Services
Experience
Major NJ Bank February 2015 - Present
Sun National Bank May 2011 - April 2015
HSBC September 2009 - May 2011
Bank of America December 2003 - August 2009
Merrill Lynch January 2002 - December 2004
Datek Online January 1999 - December 2001
Skills
Series 7, Series 63, Series 24, Life Insurance, Health Insurance, Banking, Wealth Management, Financial Services, Private Banking, Loans, Credit, Mortgage Lending, Portfolio Management, Commercial Lending, Risk Management, Fixed Income, Loan Origination, Mortgage Banking, Investment Banking, Small Business Lending, Lines Of Credit, Asset Based Lending, Investments, Securities, Structured Products, Equities, Residential Mortgages, Finance, Branch Management
Education
University of Rhode Island 1994 — 1998
Finance, General
Major NJ Bank February 2015 - Present
Sun National Bank May 2011 - April 2015
HSBC September 2009 - May 2011
Bank of America December 2003 - August 2009
Merrill Lynch January 2002 - December 2004
Datek Online January 1999 - December 2001
Skills
Series 7, Series 63, Series 24, Life Insurance, Health Insurance, Banking, Wealth Management, Financial Services, Private Banking, Loans, Credit, Mortgage Lending, Portfolio Management, Commercial Lending, Risk Management, Fixed Income, Loan Origination, Mortgage Banking, Investment Banking, Small Business Lending, Lines Of Credit, Asset Based Lending, Investments, Securities, Structured Products, Equities, Residential Mortgages, Finance, Branch Management
Education
University of Rhode Island 1994 — 1998
Finance, General
Charles Martinez's Datek Online Experience February 2000 - September 2002
Job Medical Device Sales at Ottobock
Industry Medical Devices
Experience
Ottobock North America January 2015 - Present
Metropolitan Transportation Authority July 2013 - January 2015
Otto Bock January 2010 - July 2013
BlackRock August 2009 - January 2010
Upsher-Smith Laboratories February 2003 - February 2009
Datek Online February 2000 - September 2002
TD Waterhouse April 1994 - February 2000
Prudential Securities 1990 - 1994
Education
City University of New York-Baruch College 1984 — 1989
BBA, HR Management
Ottobock North America January 2015 - Present
Metropolitan Transportation Authority July 2013 - January 2015
Otto Bock January 2010 - July 2013
BlackRock August 2009 - January 2010
Upsher-Smith Laboratories February 2003 - February 2009
Datek Online February 2000 - September 2002
TD Waterhouse April 1994 - February 2000
Prudential Securities 1990 - 1994
Education
City University of New York-Baruch College 1984 — 1989
BBA, HR Management
Jeremy Marcus's Datek Online Experience 1998 - 2001
Job Sales/Research at InsiderScore
Industry Financial Services
Experience
InsiderScore/IndieResearch LLC January 2006 - November 2009
Computershare Plan Managers April 2004 - December 2005
Fleet Financial January 2004 - April 2004
Barkley Trading LLC February 2002 - January 2004
Worldco LLC May 2001 - February 2002
Datek Online Brokerage Services June 1999 - April 2001
Datek Online 1998 - 2001
Bloomberg LP October 1996 - June 1999
Education
The College of New Jersey
Bachelor of Science, Law and Justice
The College of New Jersey
BA, Criminology
InsiderScore/IndieResearch LLC January 2006 - November 2009
Computershare Plan Managers April 2004 - December 2005
Fleet Financial January 2004 - April 2004
Barkley Trading LLC February 2002 - January 2004
Worldco LLC May 2001 - February 2002
Datek Online Brokerage Services June 1999 - April 2001
Datek Online 1998 - 2001
Bloomberg LP October 1996 - June 1999
Education
The College of New Jersey
Bachelor of Science, Law and Justice
The College of New Jersey
BA, Criminology
Delsy Portuhondo's Datek Online Experience December 1999 - September 2002
Job Senior Financial Manager at ISS Facility Services A/S
Industry Facilities Services
Experience
ISS Facility Services A/S September 2012 - Present
Cushman & Wakefield September 2008 - August 2012
Cushman & Wakefield September 2002 - August 2012
Datek Online December 1999 - September 2002
Skills
Finance, Corporate Real Estate, Financial Analysis, Asset Management, Financial Modeling, Leases, Due Diligence, Financial Reporting, Forecasting, Cash Flow, Budgets, P&L, Managerial Finance, Management, Variance Analysis, Facilities Management
Education
City University of New York-Baruch College 1997 — 1999
Accounting and Finance
Laguardia Community College 1989 — 1992
Accounting/Finance - Tourism and Travel Services Management
ISS Facility Services A/S September 2012 - Present
Cushman & Wakefield September 2008 - August 2012
Cushman & Wakefield September 2002 - August 2012
Datek Online December 1999 - September 2002
Skills
Finance, Corporate Real Estate, Financial Analysis, Asset Management, Financial Modeling, Leases, Due Diligence, Financial Reporting, Forecasting, Cash Flow, Budgets, P&L, Managerial Finance, Management, Variance Analysis, Facilities Management
Education
City University of New York-Baruch College 1997 — 1999
Accounting and Finance
Laguardia Community College 1989 — 1992
Accounting/Finance - Tourism and Travel Services Management
Jackie Katz's Datek Online Experience October 1993 - October 1998
Job Visual FoxPro Developer
Industry Information Technology and Services
Experience
Pennsylvania Coach Lines August 2010 - Present
TD Ameritrade October 1998 - March 2004
Datek Online October 1993 - October 1998
Skills
Databases, SQL, Unix, XML, Visio, Testing, Microsoft SQL Server, Web Applications, Visual Basic, VB.NET
Education
Binghamton University 1988 — 1992
BA, Foreign Languages and Linguistics
Pennsylvania Coach Lines August 2010 - Present
TD Ameritrade October 1998 - March 2004
Datek Online October 1993 - October 1998
Skills
Databases, SQL, Unix, XML, Visio, Testing, Microsoft SQL Server, Web Applications, Visual Basic, VB.NET
Education
Binghamton University 1988 — 1992
BA, Foreign Languages and Linguistics
Marc Prisament's Datek Online Experience July 2000 - April 2002
Job Director, Product Development and Global Sourcing
Industry Hospital & Health Care
Experience
NYP 2010 - Present
NewYork-Presbyterian Hospital 2002 - 2009
Datek Online July 2000 - April 2002
Eventide July 1997 - July 2000
Hudson Valley Technology Development Center, Inc. 1995 - 1997
Skills
Procurement, Strategic Sourcing, Team Building, Global Sourcing, Manufacturing, Process Consulting, Supply Chain Management, Supply Chain, Management, Cross-functional Team..., Six Sigma, Purchasing, Healthcare, Leadership, Project Management, Product Development, Training, Strategy, Business Development, Lean Manufacturing, Program Management, Data Analysis, Process Improvement, Budgets
Education
Rensselaer Polytechnic Institute 1973 — 1974
MBA, Business Operations, Cum Laude
Rensselaer Polytechnic Institute 1969 — 1973
BS, Management and IE
NYP 2010 - Present
NewYork-Presbyterian Hospital 2002 - 2009
Datek Online July 2000 - April 2002
Eventide July 1997 - July 2000
Hudson Valley Technology Development Center, Inc. 1995 - 1997
Skills
Procurement, Strategic Sourcing, Team Building, Global Sourcing, Manufacturing, Process Consulting, Supply Chain Management, Supply Chain, Management, Cross-functional Team..., Six Sigma, Purchasing, Healthcare, Leadership, Project Management, Product Development, Training, Strategy, Business Development, Lean Manufacturing, Program Management, Data Analysis, Process Improvement, Budgets
Education
Rensselaer Polytechnic Institute 1973 — 1974
MBA, Business Operations, Cum Laude
Rensselaer Polytechnic Institute 1969 — 1973
BS, Management and IE
Jerry (Jerome) V. Duhovic's Datek Online Experience 1998 - 2003
Job Financial Services Executive
Industry Financial Services
Experience
Centaurus Financial, Inc. April 2004 - Present
Pacific Point Securities, LLC 2009 - Present
the City of Rancho Palos Verdes December 2011 - Present
Datek Online Holdings Corp., et al 1998 - 2004
Ameritrade Holding Corporation (various subsidiaries) 2002 - 2003
Datek Online 1998 - 2003
Titan Value Equities Group, Inc. & Centrum Services, Inc. 1989 - 1998
Skills
FINRA, Securities, Series 7, Series 24, Financial Services, Series 63, Mutual Funds, Risk Management, Equities, Retirement Planning, Financial Advisory, Investments, Wealth Management, Team Building, Financial Analysis, Securities Regulation, 401k, Alternative Investments, Retirement, Due Diligence, Estate Planning, Portfolio Management, Insurance, Finance, Asset Management, Strategic Planning, Fixed Income, Asset Allocation, Management, Uniform Combined State..., Investment Advisory, Fixed Annuities, Strategic Financial..., Bloomberg, Electronic Trading, Options, Trading
Education
United States Air Force Academy 1983 — 1987
Bachelor of Science
Centaurus Financial, Inc. April 2004 - Present
Pacific Point Securities, LLC 2009 - Present
the City of Rancho Palos Verdes December 2011 - Present
Datek Online Holdings Corp., et al 1998 - 2004
Ameritrade Holding Corporation (various subsidiaries) 2002 - 2003
Datek Online 1998 - 2003
Titan Value Equities Group, Inc. & Centrum Services, Inc. 1989 - 1998
Skills
FINRA, Securities, Series 7, Series 24, Financial Services, Series 63, Mutual Funds, Risk Management, Equities, Retirement Planning, Financial Advisory, Investments, Wealth Management, Team Building, Financial Analysis, Securities Regulation, 401k, Alternative Investments, Retirement, Due Diligence, Estate Planning, Portfolio Management, Insurance, Finance, Asset Management, Strategic Planning, Fixed Income, Asset Allocation, Management, Uniform Combined State..., Investment Advisory, Fixed Annuities, Strategic Financial..., Bloomberg, Electronic Trading, Options, Trading
Education
United States Air Force Academy 1983 — 1987
Bachelor of Science
David Clifford's Datek Online Experience 2000 - 2003
Job Risk Advisory KPMG
Industry Financial Services
Experience
KPMG February 2015 - Present
TD Ameritrade August 2009 - January 2015
Cantor Fitzgerald August 2008 - February 2009
Dresdner Bank AG February 2005 - January 2008
Dresdner Bank AG February 2005 - August 2006
WestLB 2003 - 2005
Datek Online 2000 - 2003
NatWest Markets 1996 - 1999
Skills
Capital Markets, Fixed Income, Compliance, Risk Management, Fixed Income Trading, Portfolio Management, Asset Management, Financial Risk, AML, Securities, Operational Risk, Management, Series 7, Investments, Accounting, KYC, Financial Services, Mutual Funds, Options, Derivatives, Equities, Hedge Funds, Alternative Investments, Series 63, Trading, Credit Risk, Trading Systems, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
KPMG February 2015 - Present
TD Ameritrade August 2009 - January 2015
Cantor Fitzgerald August 2008 - February 2009
Dresdner Bank AG February 2005 - January 2008
Dresdner Bank AG February 2005 - August 2006
WestLB 2003 - 2005
Datek Online 2000 - 2003
NatWest Markets 1996 - 1999
Skills
Capital Markets, Fixed Income, Compliance, Risk Management, Fixed Income Trading, Portfolio Management, Asset Management, Financial Risk, AML, Securities, Operational Risk, Management, Series 7, Investments, Accounting, KYC, Financial Services, Mutual Funds, Options, Derivatives, Equities, Hedge Funds, Alternative Investments, Series 63, Trading, Credit Risk, Trading Systems, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Wade Swain's Datek Online Experience August 1998 - January 2002
Job Territory Sales Manager at Scotts Lawn Service
Industry Management Consulting
Experience
Scotts Lawn Service February 2013 - Present
JacobRobert. LLC January 2005 - April 2015
Domestic Securities July 2003 - August 2004
Youth Alert Wall NJ June 2002 - August 2003
Datek Online August 1998 - January 2002
HJ Meyers and Co Edison NJ and NYC July 1996 - August 1998
AS Goldman and Co December 1995 - July 1996
Joseph Stevens June 1995 - December 1995
Skills
Sales, Finance, Trading, Sales Management, Start-ups, Mutual Funds, Series 7, Bonds, Funding, Negotiation
Education
Coastal Carolina University 1993 — 1995
Finance
Coastal Carolina University 1993 — 1995
finance/management
Scotts Lawn Service February 2013 - Present
JacobRobert. LLC January 2005 - April 2015
Domestic Securities July 2003 - August 2004
Youth Alert Wall NJ June 2002 - August 2003
Datek Online August 1998 - January 2002
HJ Meyers and Co Edison NJ and NYC July 1996 - August 1998
AS Goldman and Co December 1995 - July 1996
Joseph Stevens June 1995 - December 1995
Skills
Sales, Finance, Trading, Sales Management, Start-ups, Mutual Funds, Series 7, Bonds, Funding, Negotiation
Education
Coastal Carolina University 1993 — 1995
Finance
Coastal Carolina University 1993 — 1995
finance/management
MICHAEL J GRASSO's Datek Online Experience October 1999 - October 2003
Job CISCO VOICE ENGINEER
Industry Information Technology and Services
Experience
Insight April 2007 - June 2011
International Fund Services (Ireland) Ltd, A State Street Company April 2003 - April 2007
Datek Online October 1999 - October 2003
Ameritrade October 1999 - October 2003
Skills
Cisco, Telecommunications, VoIP, Troubleshooting, PBX, Network Administration, Microsoft Technologies, Cabling, IT Operations, Wireless Networking, Technical Staff..., IT Service Management, Service Delivery, BPO, Network Operations, Pre-sales Technical..., Post-sales Support, Cisco Call Manager, Unified Communications, Virtualization, Cisco IOS, Managed Services, SIP, Networking
Education
Middlesex County College 1993 — 1995
Kingsborough Community College
Insight April 2007 - June 2011
International Fund Services (Ireland) Ltd, A State Street Company April 2003 - April 2007
Datek Online October 1999 - October 2003
Ameritrade October 1999 - October 2003
Skills
Cisco, Telecommunications, VoIP, Troubleshooting, PBX, Network Administration, Microsoft Technologies, Cabling, IT Operations, Wireless Networking, Technical Staff..., IT Service Management, Service Delivery, BPO, Network Operations, Pre-sales Technical..., Post-sales Support, Cisco Call Manager, Unified Communications, Virtualization, Cisco IOS, Managed Services, SIP, Networking
Education
Middlesex County College 1993 — 1995
Kingsborough Community College
Jason Graeb, C(k)P®'s Datek Online Experience January 2000 - January 2002
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
MassMutual Financial Group January 2013 - February 2015
The Hartford August 2008 - January 2013
AllianceBernstein 2006 - 2008
Travelers Life & Annuity 2004 - 2006
Merrill Lynch 2002 - 2004
Datek Online January 2000 - January 2002
Skills
Profit Sharing, Series 7, Retirement, Retirement Planning, Pensions, C(k)P®, Sales, Consulting, Cash Balance, Series 63, 401k, Mutual Funds, Investments, Financial Advisory, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Planners, Retirement Plan..., Wealth Management, Series 65, Series 6
Education
Indiana University of Pennsylvania 1994 — 1998
BA, Finance
JPMorgan Chase & Co. February 2015 - Present
MassMutual Financial Group January 2013 - February 2015
The Hartford August 2008 - January 2013
AllianceBernstein 2006 - 2008
Travelers Life & Annuity 2004 - 2006
Merrill Lynch 2002 - 2004
Datek Online January 2000 - January 2002
Skills
Profit Sharing, Series 7, Retirement, Retirement Planning, Pensions, C(k)P®, Sales, Consulting, Cash Balance, Series 63, 401k, Mutual Funds, Investments, Financial Advisory, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Planners, Retirement Plan..., Wealth Management, Series 65, Series 6
Education
Indiana University of Pennsylvania 1994 — 1998
BA, Finance
Steven Marcelino's Datek Online Experience January 1999 - November 2001
Job Contracts & Pricing Analyst at Metters Industries
Industry Information Technology and Services
Experience
Metters Industries May 2010 - Present
Latin Concepts August 2007 - May 2010
Miradel Development Corporation July 2006 - July 2007
International Association of Fire Fighters June 2002 - May 2006
AIG American General November 2001 - May 2002
Datek Online January 1999 - November 2001
Skills
Contract Management, Proposal Writing, DoD
Education
University of Scranton 1993 — 1998
Bachelor of Arts, International Language & Business
Metters Industries May 2010 - Present
Latin Concepts August 2007 - May 2010
Miradel Development Corporation July 2006 - July 2007
International Association of Fire Fighters June 2002 - May 2006
AIG American General November 2001 - May 2002
Datek Online January 1999 - November 2001
Skills
Contract Management, Proposal Writing, DoD
Education
University of Scranton 1993 — 1998
Bachelor of Arts, International Language & Business
David Felser's Datek Online Experience December 1999 - April 2001
Job Technical Specialist Storage Management OIT
Industry Information Technology and Services
Experience
NJ OIT June 2014 - Present
Emtec Inc. March 2014 - June 2014
Savvis, a CenturyLink company July 2009 - December 2013
CIBER June 2008 - July 2009
Ciber January 2006 - June 2008
Footstar August 2004 - January 2006
TD Ameritrade June 2001 - December 2003
Datek Online December 1999 - April 2001
Skills
Agile Methodologies, Business Analysis, SDLC, Linux, Active Directory, Cloud Computing, Business Intelligence, Data Center, Disaster Recovery, Enterprise Architecture, IT Operations, IT Service Management, IT Strategy, ITIL, Integration, Requirements Analysis, SharePoint, Solution Architecture, Windows Server, IT Management, Microsoft SQL Server, SQL, Software Development, Software Project..., Troubleshooting, Unix, Vendor Management, Visio
Education
University of Scranton 1993 — 1997
Bachelor's degree, International Business
NJ OIT June 2014 - Present
Emtec Inc. March 2014 - June 2014
Savvis, a CenturyLink company July 2009 - December 2013
CIBER June 2008 - July 2009
Ciber January 2006 - June 2008
Footstar August 2004 - January 2006
TD Ameritrade June 2001 - December 2003
Datek Online December 1999 - April 2001
Skills
Agile Methodologies, Business Analysis, SDLC, Linux, Active Directory, Cloud Computing, Business Intelligence, Data Center, Disaster Recovery, Enterprise Architecture, IT Operations, IT Service Management, IT Strategy, ITIL, Integration, Requirements Analysis, SharePoint, Solution Architecture, Windows Server, IT Management, Microsoft SQL Server, SQL, Software Development, Software Project..., Troubleshooting, Unix, Vendor Management, Visio
Education
University of Scranton 1993 — 1997
Bachelor's degree, International Business
Steve Yip's Datek Online Experience September 1998 - June 2003
Job Functional Manager at Dovetail
Industry Financial Services
Experience
Dovetail November 2012 - Present
Dovetail July 2010 - November 2012
COMSYS June 2010 - July 2010
First Data Corporation November 2008 - June 2010
First Data Corporation January 2004 - November 2008
Datek Online September 1998 - June 2003
Skills
Payment Systems, Business Analysis, Payments, SDLC, Payment Card Processing, Business Requirements, Product Management, Financial Services, Credit Cards, Agile Methodologies, Mobile Payments, Risk Management, Electronic Payments, Requirements Gathering
Education
Duquesne University 1992 — 1997
Bachelor of Arts, Communications, History
Dovetail November 2012 - Present
Dovetail July 2010 - November 2012
COMSYS June 2010 - July 2010
First Data Corporation November 2008 - June 2010
First Data Corporation January 2004 - November 2008
Datek Online September 1998 - June 2003
Skills
Payment Systems, Business Analysis, Payments, SDLC, Payment Card Processing, Business Requirements, Product Management, Financial Services, Credit Cards, Agile Methodologies, Mobile Payments, Risk Management, Electronic Payments, Requirements Gathering
Education
Duquesne University 1992 — 1997
Bachelor of Arts, Communications, History
Stacy L . Perlman's Datek Online Experience 1998 - 1999
Job Marketing Consultant at Marketing Techniques LLC
Industry Marketing and Advertising
Experience
Marketing Techniques LLC November 2010 - Present
Billian's HealthDATA 2006 - 2010
Princeton eCom 2000 - 2004
Dun and Bradstreet 1999 - 2000
Datek Online 1998 - 1999
Programmers Paradise 1991 - 1998
Skills
Account Management, Salesforce.com, Market Research, Web Analytics, Email Marketing, Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Digital Marketing, Social Media Marketing, Lead Generation, B2B Marketing, Strategic Partnerships, B2B
Education
New York University 1994 — 1999
Master of Business Administration (M.B.A.), Marketing
Johnson & Wales University 1988 — 1991
Bachelor of Business Administration (BBA) Bachelors of Marketing (BBA)
Marketing Techniques LLC November 2010 - Present
Billian's HealthDATA 2006 - 2010
Princeton eCom 2000 - 2004
Dun and Bradstreet 1999 - 2000
Datek Online 1998 - 1999
Programmers Paradise 1991 - 1998
Skills
Account Management, Salesforce.com, Market Research, Web Analytics, Email Marketing, Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Digital Marketing, Social Media Marketing, Lead Generation, B2B Marketing, Strategic Partnerships, B2B
Education
New York University 1994 — 1999
Master of Business Administration (M.B.A.), Marketing
Johnson & Wales University 1988 — 1991
Bachelor of Business Administration (BBA) Bachelors of Marketing (BBA)
Andrew Yetman's Datek Online Experience September 1999 - April 2002
Job Account Manager at SDM METRO
Industry Electrical/Electronic Manufacturing
Experience
SDM METRO December 2011 - Present
The Hanover Insurance Group May 2008 - March 2010
AIG December 2003 - May 2008
Avalon Risk Associates, Inc. April 2002 - December 2003
Datek Online September 1999 - April 2002
Skills
Surety Bonds, Surety, Reinsurance, Underwriting, Insurance
Education
Rowan University
Bachelor of Science, Accounting
Mater Dei High School
SDM METRO December 2011 - Present
The Hanover Insurance Group May 2008 - March 2010
AIG December 2003 - May 2008
Avalon Risk Associates, Inc. April 2002 - December 2003
Datek Online September 1999 - April 2002
Skills
Surety Bonds, Surety, Reinsurance, Underwriting, Insurance
Education
Rowan University
Bachelor of Science, Accounting
Mater Dei High School
Michael Labisi's Datek Online Experience September 1999 - October 2001
Job at
Industry Capital Markets
Experience
Cantor Fitzgerald June 2013 - September 2013
LUCIDUS CAPITAL PARTNERS LLP January 2010 - August 2012
Lucidus Capital Partners January 2009 - August 2012
CAXTON ASSOCIATES, LLC January 2003 - January 2009
Caxton Associates January 2003 - January 2005
PRUDENTIAL SECURITIES January 2001 - January 2003
Datek Online September 1999 - October 2001
Skills
Hedge Funds, Equities, Derivatives, Portfolio Management, Mutual Funds, Bonds, Trading, Investments, Risk Management, Credit Derivatives, Series 7, Series 63, Capital Markets, Settlement, Financial Markets, Credit, Bloomberg, Fixed Income, Asset Allocation, Hedging, Alternative Investments, Options, Asset Management
Education
Kean University
Bachelor of Science, Communications
Cantor Fitzgerald June 2013 - September 2013
LUCIDUS CAPITAL PARTNERS LLP January 2010 - August 2012
Lucidus Capital Partners January 2009 - August 2012
CAXTON ASSOCIATES, LLC January 2003 - January 2009
Caxton Associates January 2003 - January 2005
PRUDENTIAL SECURITIES January 2001 - January 2003
Datek Online September 1999 - October 2001
Skills
Hedge Funds, Equities, Derivatives, Portfolio Management, Mutual Funds, Bonds, Trading, Investments, Risk Management, Credit Derivatives, Series 7, Series 63, Capital Markets, Settlement, Financial Markets, Credit, Bloomberg, Fixed Income, Asset Allocation, Hedging, Alternative Investments, Options, Asset Management
Education
Kean University
Bachelor of Science, Communications
Rick Cavalla's Datek Online Experience April 2001 - July 2003
Job Software Developer at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein September 2006 - Present
eb2b Commerce / Enable Corp November 2004 - September 2006
Datek Online April 2001 - July 2003
Apprise Software July 1997 - April 2001
Skills
SQL, C#, Microsoft SQL Server, MySQL, Trading Systems, Progress 4GL, Java
Education
Lehigh University 1993 — 1997
B.S., Computer Engineering
AllianceBernstein September 2006 - Present
eb2b Commerce / Enable Corp November 2004 - September 2006
Datek Online April 2001 - July 2003
Apprise Software July 1997 - April 2001
Skills
SQL, C#, Microsoft SQL Server, MySQL, Trading Systems, Progress 4GL, Java
Education
Lehigh University 1993 — 1997
B.S., Computer Engineering
Christopher Owens's Datek Online Experience March 1997 - March 1998
Job Head of US Sales & Marketing, Bank Resource Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley January 2013 - October 2014
Datek Online March 1997 - March 1998
Simpson Thacher & Bartlett LLP September 1995 - March 1997
Skills
Funding, Collateral Management, Structured Finance, Securities Lending, Series 63, Bonds, Fixed Income, Equities, Hedge Funds, Capital Markets, Rates, Credit, Liquidity Management, Money Market, Series 7, Alternative Investments, Financial Markets, Bloomberg, Trading
Education
Brown University 1990 — 1994
BA, Business Economics
Brown University 1990 — 1994
BA, Organizational Behavior & Management
Morgan Stanley October 2014 - Present
Morgan Stanley January 2013 - October 2014
Datek Online March 1997 - March 1998
Simpson Thacher & Bartlett LLP September 1995 - March 1997
Skills
Funding, Collateral Management, Structured Finance, Securities Lending, Series 63, Bonds, Fixed Income, Equities, Hedge Funds, Capital Markets, Rates, Credit, Liquidity Management, Money Market, Series 7, Alternative Investments, Financial Markets, Bloomberg, Trading
Education
Brown University 1990 — 1994
BA, Business Economics
Brown University 1990 — 1994
BA, Organizational Behavior & Management
James Chupick's Datek Online Experience September 1996 - December 1998
Job Director at Tradeweb
Industry Financial Services
Experience
Tradeweb August 2005 - Present
Bear Stearns September 2002 - July 2005
Unplugin January 1999 - March 2002
Datek Online September 1996 - December 1998
Thomson Reuters April 1994 - August 1996
Sound on Sound Recording Studios April 1991 - March 1994
Skills
Perl, IT Management, Electronic Trading, SQL, Software Development, Windows, C++, Java, Linux, Restaurant Management, Professional Audio
Education
Manhattan College 1992 — 1994
Master of Science (MS), Computer Engineering
Ithaca College
Bachelor of Arts (BA), Physics/Microcomputing
Tradeweb August 2005 - Present
Bear Stearns September 2002 - July 2005
Unplugin January 1999 - March 2002
Datek Online September 1996 - December 1998
Thomson Reuters April 1994 - August 1996
Sound on Sound Recording Studios April 1991 - March 1994
Skills
Perl, IT Management, Electronic Trading, SQL, Software Development, Windows, C++, Java, Linux, Restaurant Management, Professional Audio
Education
Manhattan College 1992 — 1994
Master of Science (MS), Computer Engineering
Ithaca College
Bachelor of Arts (BA), Physics/Microcomputing
Omar Chaudhry's Datek Online Experience 2001 - 2002
Job Director of Internal Product Management
Industry Luxury Goods & Jewelry
Experience
The RealReal April 2014 - Present
The RealReal July 2013 - April 2014
vente-privee USA 2011 - 2013
Bed Bath & Beyond March 2009 - November 2011
Bed Bath & Beyond September 2007 - March 2009
Bed Bath & Beyond January 2007 - September 2007
Bed Bath & Beyond May 2006 - January 2007
Bed Bath & Beyond January 2006 - May 2006
Aziz Trading 2002 - 2005
Datek Online 2001 - 2002
Skills
E-commerce, Operations Management, Business Strategy, Logistics, Strategic Planning, Demand Forecasting, Demand Fulfillment, Network Optimization, Product Placement, Salesforce.com..., Salesforce.com..., Solutions Design, Labor Management, WMS Implementations, Warehouse Management, Conveyor Layout Design, Warehouse Layout Design, Slotting Optimization, Application Design, Manhattan Associates WMS, Warehousing, Merchandising, Start-ups, Pricing, Analytics, Cross-functional Team..., Transportation, Inventory Management, Analysis, Forecasting, Business Process, Retail, Access, P&L Management, Inventory Control, Management, Strategy, Business Analysis, Leadership
Education
Penn State University 2000 — 2005
Bachelor of Science, Finance
The RealReal April 2014 - Present
The RealReal July 2013 - April 2014
vente-privee USA 2011 - 2013
Bed Bath & Beyond March 2009 - November 2011
Bed Bath & Beyond September 2007 - March 2009
Bed Bath & Beyond January 2007 - September 2007
Bed Bath & Beyond May 2006 - January 2007
Bed Bath & Beyond January 2006 - May 2006
Aziz Trading 2002 - 2005
Datek Online 2001 - 2002
Skills
E-commerce, Operations Management, Business Strategy, Logistics, Strategic Planning, Demand Forecasting, Demand Fulfillment, Network Optimization, Product Placement, Salesforce.com..., Salesforce.com..., Solutions Design, Labor Management, WMS Implementations, Warehouse Management, Conveyor Layout Design, Warehouse Layout Design, Slotting Optimization, Application Design, Manhattan Associates WMS, Warehousing, Merchandising, Start-ups, Pricing, Analytics, Cross-functional Team..., Transportation, Inventory Management, Analysis, Forecasting, Business Process, Retail, Access, P&L Management, Inventory Control, Management, Strategy, Business Analysis, Leadership
Education
Penn State University 2000 — 2005
Bachelor of Science, Finance
Lewis Lai's Datek Online Experience July 1999 - February 2003
Job Capital Markets Professional
Industry Capital Markets
Experience
TD Securities (USA) May 2012 - Present
Knight Capital Group May 2006 - August 2011
TD Ameritrade February 2003 - May 2006
Datek Online July 1999 - February 2003
Skills
Equities, Electronic Trading, Capital Markets, Trading Systems, Fixed Income, Market Data, Financial Risk, Equity Trading, Derivatives, Securities, Options, Back Office, Financial Services
Education
Brooklyn Tech
University at Buffalo
Bachelor of Science (B.S.), Management Information Systems and Services
TD Securities (USA) May 2012 - Present
Knight Capital Group May 2006 - August 2011
TD Ameritrade February 2003 - May 2006
Datek Online July 1999 - February 2003
Skills
Equities, Electronic Trading, Capital Markets, Trading Systems, Fixed Income, Market Data, Financial Risk, Equity Trading, Derivatives, Securities, Options, Back Office, Financial Services
Education
Brooklyn Tech
University at Buffalo
Bachelor of Science (B.S.), Management Information Systems and Services
Charmaine McDonald, CEP's Datek Online Experience February 2000 - April 2001
Job Associate at Computershare Shareowner Services formerly BNY Mellon Shareowner Services
Industry Financial Services
Experience
Computershare Shareowner Services formerly BNYMellon Shareowner Services April 2001 - Present
Datek Online February 2000 - April 2001
Mortenson and Pomeroy, Esqs August 1995 - February 2000
Skills
Bloomberg, Securities, Equities, Derivatives, Mutual Funds, Litigation, Series 7, Financial Services, Trading, Series 63, Valuation, Capital Markets, Investment Banking, Licensing, Management, Accounting, FINRA, Fixed Income, Hedge Funds
Education
Kean University 1996 — 1999
Bachelor of Arts (B.A.), International Business
Union County College 1991 — 1996
Associate's degree, Business Administration and Management, General
Computershare Shareowner Services formerly BNYMellon Shareowner Services April 2001 - Present
Datek Online February 2000 - April 2001
Mortenson and Pomeroy, Esqs August 1995 - February 2000
Skills
Bloomberg, Securities, Equities, Derivatives, Mutual Funds, Litigation, Series 7, Financial Services, Trading, Series 63, Valuation, Capital Markets, Investment Banking, Licensing, Management, Accounting, FINRA, Fixed Income, Hedge Funds
Education
Kean University 1996 — 1999
Bachelor of Arts (B.A.), International Business
Union County College 1991 — 1996
Associate's degree, Business Administration and Management, General
Chad Cianfrani's Datek Online Experience November 1997 - October 2002
Job Interim Head of School
Industry Primary/Secondary Education
Experience
Oakwood Friends School August 2004 - Present
Datek Online November 1997 - October 2002
Skills
Teaching, Project Management
Education
Brown University 1991 — 1996
Sc.M, Mechanical Engineering
Perkiomen School 1987 — 1991
Oakwood Friends School August 2004 - Present
Datek Online November 1997 - October 2002
Skills
Teaching, Project Management
Education
Brown University 1991 — 1996
Sc.M, Mechanical Engineering
Perkiomen School 1987 — 1991
Jim Baxevanis's Datek Online Experience 2000 - 2002
Job President at James Baxevanis Corp
Industry Transportation/Trucking/Railroad
Experience
James Baxevanis Corp 2005 - Present
Datek Online 2000 - 2002
Education
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
James Baxevanis Corp 2005 - Present
Datek Online 2000 - 2002
Education
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics