Independent Financial Services Professional
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Independent Financial Services Professional Employees
Vantiv June 2014 - Present
Independent Financial Services Professional January 2013 - June 2014
FIS March 2003 - November 2011
Computer Associates (CA) - XECA 2000 - 2002
Anacomp 1998 - 2000
Fidelity Investments - Advisor Technology Services 1996 - 1998
M&I New England 1993 - 1996
Skills
Solution Selling, Outsourcing, Contract Negotiation, Relationship Management, Executive Networking, Client-focused, Presentations, Vendor Management, Account Management, Professional Services, Strategic Partnerships, Strategy, Sales Process, Selling, Banking, Business Development, Sales, Leadership, Sales Management, Business Planning, Financial Services, Consulting, CRM, Finance, Executive Management, Business Analysis, Salesforce.com, Payments, Security, SaaS, Product Management
Education
Suffolk University
BSBA, Finance
Lakeberg Group Inc. June 2015 - Present
United Healthcare Medicare Solutions November 2013 - Present
Independent Financial Services Professional July 2013 - Present
Mutual of Omaha March 2013 - July 2013
DGI Supply - A DoALL Company November 2011 - September 2012
Treske Precision Machining, Inc January 2010 - November 2010
MSC Direct 2008 - 2010
Argo International November 2006 - February 2008
Combined Insurance 2008 - 2008
Rueck Company, Inc June 1996 - November 2006
Skills
Customer Relations, Customer Service, Purchasing, Inventory Management, Manufacturing, Problem Solving, Team Building, Process Improvement, Insurance, Account Management, Vendor, Inventory Control, Materials Management, Sales Operations, Sales Process, Microsoft Excel, Training, Software Documentation, Negotiation, Product Development, Contract Negotiation, Microsoft Word, Life Insurance, Sales, Budgets, Troubleshooting, New Business Development, Leadership, Sales Management, Pricing
Education
Mesa Community College 1983 — 1985
Mesa Community College
Independent Financial Services Professional January 1985 - Present
Skills
Strategic Financial..., Financial Analysis, Corporate Finance, Private Equity, Asset Managment, Capital Markets, Financial Modeling, Equities, Valuation, Portfolio Management, Investments, Mergers, Investment Banking, Mergers & Acquisitions, Private Placements, Asset Management, Alternative Investments, Venture Capital, Financial Structuring, Financial Markets, Trading, Emerging Markets, Funding, Hedge Funds, Investment Advisory, Financial Advisory, Corporate Development, Investor Relations, Restructuring, Securities, Due Diligence, Options
Education
American Express Financial Advisors (Ameriprise)
Series 7 & 63 A, L & H Licenses
Dowling College
MBA, Banking and Finance
Hofstra University
Business and Finance
Mid Island Air Service
FAA Certified Pilot
ADL Tools November 2013 - Present
Global Prime November 2011 - November 2013
Independent Financial Services Professional May 2008 - October 2011
Marex Spectron 2006 - 2008
Tricom Securities January 2006 - June 2006
Skills
Trading, Derivatives, Fixed Income, Hedge Funds, Investments, Financial Markets, Options, Equities, Trading Systems, Proprietary Trading, Electronic Trading, Capital Markets, FX Options, Commodity, Portfolio Management, Risk Management, Bloomberg
Education
Griffith University 2003 — 2005
Batchelor of International Finance, Finance, Economics
Independent Financial Services Professional June 2014 - Present
NYLIFE Securities LLC / New York Life Insurance Company January 2011 - May 2014
New York City Department of Design and Construction May 1997 - January 2008
Queens Borough Presidents Office October 1995 - May 1997
NYC Department of City Planning April 1995 - October 1995
H.S. of Art and Design February 1992 - January 1994
Skills
Retirement, Insurance, Retirement Planning, Small Business, Investments, Proposal Writing, Long Term Care Insurance, Life Insurance, Estate Planning, Key Person Protection, Customer Service, Strategic Planning, 401(k) Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Legacies, Protection Planning/..., Wealth Preservation..., Retail Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Real Estate Lending, Disability Insurance, Commercial Insurance, Wealth Management
Education
Pratt Institute 1993 — 1996
Master of Science (MS), City/Urban, Community and Regional Planning
New York Institute of Technology-Old Westbury 1987 — 1992
Bachelor of Science (BS), Architecture
Independent Financial Services Professional October 2006 - May 2014
Stalker Computer February 1996 - September 2005
Elect Ltd September 1992 - November 1995
Tomsk State University of Control Systems and Radioelectronics (TUSUR) September 1991 - June 1992
Skills
Data Science, Management, R, C++, SQL, C/C++, Hadoop, Machine Learning, Software Development, Databases, Amazon Web Services..., Amazon EC2, VMware, Git, Sales, System Administration, Windows Server, Microsoft SQL Server, Microsoft Exchange, DNS, Network Administration, Commercial Photography, Project Management, Leadership, Integration, Negotiation, Marketing, Entrepreneurship, Microsoft Office, Analysis, OOP, Residential Mortgages, Mortgage Lending, Investment Properties, Mortgage Banking, Investments, Commercial Mortgages, Construction Loans, Credit, First Time Home Buyers, Loans, Second Mortgages, Refinance, Real Estate Financing
Education
The Johns Hopkins University
Data Science
Tomsk State University of Control Systems and Radioelectronics 1985 — 1994
Computer Science
Independent Financial Services Professional June 2015 - Present
UBS April 2011 - May 2015
Bank of America August 2007 - September 2009
Merrill Lynch August 1992 - August 2007
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA)
College of the Holy Cross 1981 — 1985
Bachelor of Arts (BA), Economics
Independent Financial Services Professional January 2011 - Present
Fannie Mae September 2007 - January 2011
US Department Of Education Office of Federal Student Aid March 2006 - September 2007
Riggs Bank 1996 - 2005
Skills
Credit Risk, Credit, Banking, Risk Management, Due Diligence, Internal Controls, Program Management, Process Improvement, Financial Risk, Loans, Policy, Regulatory Affairs, Compliance, Sarbanes-Oxley Act, Contingency Planning, Investigation, Loss Prevention, Enterprise Risk..., Operational Risk, Financial Services
Education
Northeastern University 1991 — 1996
Bachelor of Science, Business Administration and Management, General
Bishop Guertin 1988 — 1991
Diploma
Independent Financial Services Professional April 2015 - Present
Brightwell Payments, Inc. March 2011 - April 2015
TSYS 2006 - 2008
Baff.Net, Inc. 1998 - 2008
Salis Inc 2004 - 2006
Asential Group October 2003 - October 2004
Omnexus 2002 - 2003
HotelTools 2000 - 2002
USWeb October 1998 - February 2000
USWeb/CKS (marchFIRST) 1998 - 2000
Skills
Program Management, Business Analysis, Leadership, Consulting, SDLC, Integration, Vendor Management, Management, Process Improvement, Project Management
Education
Georgia Institute of Technology 1994 — 1996
MSM, Business, Engineering
Georgia Institute of Technology - Georgia Tech College of Management 1994 — 1996
United States Naval Academy 1986 — 1990
BS, History
Industrial and Commercial Bank of China (ICBC) Financial Services LLC December 2012 - Present
Independent Financial Services Professional July 2012 - December 2012
Jefferies & Company February 2004 - May 2011
Neuberger Berman April 2000 - February 2004
National Financial July 1996 - January 1999
Morgan Stanley February 1986 - June 1996
Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Operational Risk, Options, Portfolio Management, Prime Brokerage, Private Equity, Securities, Risk Management, Series 24, Series 63, Settlement, Series 7, Trading, Structured Products, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
BBA, Finance
Independent Financial Services Professional May 2012 - Present
New York Life Insurance Company September 2008 - May 2012
Merchants National Bank June 1975 - December 1998
Skills
Fixed Annuities, Whole Life, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Universal Life, Long Term Care Insurance, IRAs, Insurance, Retirement Planning, Retirement
Education
Mississippi College 1982 — 1985
MBA, Business & Accounting
Independent Financial Services Professional February 2013 - Present
Fidelity Investments September 1993 - January 2013
Stratus Computer 1992 - 1993
Rolm/IBM/Siemens 1984 - 1992
Executone Communications, LLC 1983 - 1984
Metal Bellows 1982 - 1983
Skills
Relationship Management, Enterprise Portfolio..., Strategic Planning, IT Investment Management, PMO Development, PMO Services, Program Management, Internal Communications, Sales, Workforce Planning, Offshore Management, Risk Management, Information Security..., Management Consulting, Vendor Management, Financial Services, Telecommunication...
Education
Saint Anselm College 1978 — 1982
Bachelor of Science (B.S.)
Crius Financial Corporation January 2010 - Present
JW Colossus Financial Consulting Inc. October 2008 - Present
Independent Financial Services Professional January 2009 - December 2010
Rainflower 2008 - 2009
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Accounting
Education
British Columbia Institute of Technology 2006 — 2008
Beechwood Financial Services, LLC February 2015 - Present
Tuttle Wealth Management January 2013 - May 2014
Atlantis Asset Management April 2012 - December 2012
Beechwood Financial Services, LLC January 2005 - March 2012
Independent Financial Services Professional April 2001 - June 2002
Lehman Brothers September 1992 - February 1999
Dean Witter January 1987 - August 1992
Skills
Investments, Financial Services, Portfolio Management, Financial Analysis, Asset Managment, Alternative Investments, Risk Management, Fixed Income, Wealth Management
Education
The American College 2002 — 2004
CFP Education Requirement, CFP Core Cirriculum
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
State University of New York College at Oneonta 1982 — 1986
BS, Business Economics