National Asset Management, Inc.

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National Asset Management, Inc. Employees

Employee
Years
Job
Industry
Scott J. Matalon Scott J. Matalon Greater New York City Area Details
Scott J. Matalon's National Asset Management, Inc. Experience January 2009 - May 2013
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2013 - Present
Diabetes Research Institue   2012 - 2014
National Asset Management, Inc.   January 2009 - May 2013
Gilford Securities  January 2008 - January 2009
Newbridge Securities  January 2005 - January 2008

Education
Binghamton University - School of Management   1998 — 2001
B.S., Finance

Syosset High School   1995 — 1998
Regents Diploma, Finance, General

Brandie Dixon Brandie Dixon Greater Atlanta Area Details
Brandie Dixon's National Asset Management, Inc. Experience June 2000 - January 2005
Job Customer Service Specialist
Industry Consumer Services
Experience
HMS Host International  March 2013 - February 2014
Sam's Club  April 2010 - February 2012
Big Lots  September 2005 - July 2008
AAA APARTMENT STAFFING  July 2005 - September 2005
National Asset Management, Inc.   June 2000 - January 2005

Skills
Retail, Customer Service, Customer Satisfaction, Supervisory Skills, Management, Managing Associates, Makeup Artistry, Retail Sales, Customer Experience, Call Centers, Staff Supervision, Collections, Billing Solutions

Education
Dekalb Community College   2004 — 2008
Associate's, Criminal Justice

Peter Michael Tempesta Peter Michael Tempesta New York, New York Details
Peter Michael Tempesta's National Asset Management, Inc. Experience June 2009 - August 2013
Job Managing Director at Columbus Advisory Group
Industry Financial Services
Experience
Columbus Advisory Group   August 2013 - Present
National Asset Management, Inc.   June 2009 - August 2013
National Securities Corporation  February 2008 - August 2013
US Army  November 1991 - September 1995

Education
Baruch College, City University of New York (CUNY)
Finance, General

Borough of Manhattan Community College
Associate of Arts (A.A.) Business Administration

Robert Andriano, CFA Robert Andriano, CFA Greater New York City Area Details
Robert Andriano, CFA's National Asset Management, Inc. Experience September 2009 - July 2013
Job Chief Investment Officer at Pure Investment Advisers, Inc.
Industry Financial Services
Experience
Market Integrity Committee, New York Society of Security Analysts   June 2014 - Present
Pure Investment Advisers, Inc.   July 2013 - Present
National Asset Management, Inc.   September 2009 - July 2013

Skills
Investments, Wealth Management, Risk Management, Strategic Financial..., Equities, Portfolio Management, Trading, Capital Markets, Fixed Income, Asset Managment, Securities, Insurance, Financial Markets, Asset Protection, Derivatives, Investment Banking, Hedge Funds, Electronic Trading, Financial Services

Education
CFA Institute   2011 — 2013
Chartered Financial Analyst, Investment Management, Finance and Economics

   1979 — 1984
MS, Electronics Engineering

Tracy Kinder Tracy Kinder Orange County, California Area Details
Tracy Kinder's National Asset Management, Inc. Experience April 2010 - April 2013
Job Executive Assistant at Claraphi Advisory Network, LLC
Industry Marketing and Advertising
Experience
Claraphi Advisory Network, LLC   April 2013 - Present
National Asset Management, Inc.   April 2010 - April 2013
Engineering Projects, LLC   July 2007 - September 2010
The First String  January 2007 - April 2007

Education
Lehigh University   2002 — 2006
Bachelor of Science, Marketing, Psychology

James Culp III James Culp III Greater New York City Area Details
James Culp III's National Asset Management, Inc. Experience March 2011 - Present
Job Financial Consultant at National Asset Management, Inc.
Industry Financial Services
Experience
National Asset Management, Inc.   March 2011 - Present
National Securities Corporation  December 2010 - Present
Bank of America Merrill Lynch  September 2008 - December 2010
Merrill Lynch, Pierce, Fenner & Smith   July 2006 - September 2008

Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Estate Planning, Equities, Investment Strategies

Education
Gettysburg College   2002 — 2006
Bachelor of Arts (B.A.), Business Management, Economics

Ridley High School   1997 — 2002

John E. Thompson John E. Thompson Providence, Rhode Island Area Details
John E. Thompson's National Asset Management, Inc. Experience February 2000 - January 2002
Job Director, Private Client Group at Lanier Asset Management, LLC
Industry Financial Services
Experience
Lanier Asset Management, LLC   August 2015 - Present
Blakewater Consultancy LLC   September 2011 - August 2015
Stratevie Media LLC   March 2010 - September 2011
Blakewater Consultancy   September 2004 - March 2010
Eaton Vance  January 2002 - August 2004
National Asset Management, Inc.   February 2000 - January 2002

Skills
Capital Acquisition, Financial Services, Motivational Speaking, Asset Managment, Investments, Securities, Equities, Portfolio Management, Series 7, Wealth Management, Investment Advisory, Alternative Investments, Separately Managed..., Mutual Funds, Series 63, Strategic Financial..., Asset Allocation, Fixed Income, Hedge Funds, Financial Advisory, Asset Management, Retirement Planning

Education
College of the Holy Cross

Providence College

Jeff Orlouski Jeff Orlouski Greater New York City Area Details
Jeff Orlouski's National Asset Management, Inc. Experience October 2013 - Present
Job Trader at Prime Capital Services
Industry Financial Services
Experience
National Asset Management, Inc.   October 2013 - Present
Prime Capital Services  December 2012 - Present
Toussaint Capital Partners  March 2011 - April 2012
Toussaint Capital Partners  April 2010 - April 2012
Bank of New York Mellon  February 2005 - December 2008
Allstate Financial Services  July 2001 - December 2004
Ameritrade  1998 - 2002

Skills
Fixed Income, Hedge Funds, Series 7, Financial Markets, Investment Banking, Equity Trading, Bloomberg, Capital Markets, Electronic Trading, Equity Research, stock repurchase, Equity Capital Markets, Series 63, Series 24, Series 55, Fixed Income Trading, syndicate, operations, AML, 10b5-1 Plans, Commercial Paper, Microsoft Excel, Building Relationships, trade settlements, Derivatives, Sell Side, Account Management, debt capital markets, tradeweb, US Treasuries, Employee Training, Unit Investment Trusts, Equities, Series 65, FINRA

Education
University of Nebraska-Lincoln
B.S, Finance

Joseph Napolitano Joseph Napolitano Greater New York City Area Details
Joseph Napolitano's National Asset Management, Inc. Experience August 2014 - Present
Job Regional Supervisory Officer/ Operations Manager
Industry Financial Services
Experience
National Asset Management, Inc.   August 2014 - Present
National Securities Corp.  August 2013 - Present
Gilman Ciocia  January 2013 - November 2013
Prime Capital Services  November 2003 - March 2012

Skills
Series 7, Series 66, Series 24, Series 4, Series 53, FINRA, Investment Advisory, Options, Trading, Securities, Wealth Management, Mutual Funds, Financial Services, Equities, Bonds, ETFs, Stocks, Variable Annuities, Asset Management, Investments, Alternative Investments, Fixed Annuities, Series 63, Uniform Combined State..., Series 65

Education
Dutchess Community College   2000 — 2003

Jenny Ovalle Jenny Ovalle New York, New York Details
Jenny Ovalle's National Asset Management, Inc. Experience June 2008 - July 2009
Job Associate Director at Fitch Group, Inc.
Industry Financial Services
Experience
Fitch Group, Inc.   July 2010 - Present
LS Capital Managment, LLC   July 2009 - July 2010
National Asset Management, Inc.   June 2008 - July 2009

Skills
Oracle Discoverer, Bloomberg Terminal, Factiva, Reuters, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Lotus Notes, Adobe Professional, Access Database

Education
Baruch College, City University of New York (CUNY)   2014 — 2017
Master’s Degree, Public Administration

Baruch College   2005 — 2009
Bachelor of Business Administration (BBA), Major- Economics, Minor- History