Experience
Crowell & Moring LLP  April 2014 - Present
Prologis  July 2010 - April 2014
U.S. Court of Appeals   August 2007 - August 2008
King & Spalding LLP  September 2005 - August 2007
Lehman Brothers  October 2000 - August 2002
Paine Webber   June 1998 - June 2000

Skills
Private Equity, Mergers & Acquisitions, Valuation, Investments, Venture Capital, Corporate Law, Real Estate, Commercial Real Estate, Acquisitions, Finance, Legal Writing, Securities, Corporate Governance, Strategy, Investment Management, Mutual Funds, Restructuring, Equities, Mergers, Corporate Finance, Litigation, Financial Analysis, Analysis, Private Placements, Securities Regulation, Equity Research, Asset Management, Investment Banking, Investor Relations, M&A experience, Real Estate Economics, DCF, Emerging Markets, Financial Modeling, Joint Ventures, Hedge Funds, Financial Structuring, Capital Markets, Real Estate Private..., Portfolio Management, Compliance, Research

Education
Columbia University in the City of New York
B.A.

University of Notre Dame Law School
Doctor of Law (J.D.)

Westminster

Experience
Wells Fargo Advisors L.L.C.   November 1998 - Present
Morgan Stanley  November 1994 - November 1998
Paine Webber   November 1990 - November 1994

Skills
Mutual Funds, Retirement Planning, Financial Services, Alternative Investments, Fixed Annuities, Relationship Management, Asset Allocation, Securities, Equities, Insurance, Wealth Transfer, Wealth Strategies, Wealth Planning

Education
California State University-Hayward   1975 — 1978
Business Administration and Management, General

Phoenix College   1973 — 1974
Business Administration and Management, General

Experience
Ballard Design   September 2001 - Present
many  1983 - 2001
Prudential Investments  1986 - 2000
Paine Webber   1967 - 1983
Paine Webber   September 1967 - May 1977

Skills
Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Microsoft Office, Valuation, Asset Management, Start-ups, Business Strategy, Series 7, Retirement Planning, Real Estate, Management, Estate Planning, Trading, Brokerage, Retirement, Strategic Planning, Private Equity, Strategic Financial...

Education
NewYork Inst. of Finance   1974 — 1976
Brokerage office procedure, Instituional sales & Trading

Converse College   1961 — 1963

Experience
Ascensus  March 2013 - Present
DCDB Consulting   January 2011 - March 2013
Transamerica  May 2009 - January 2011
Merrill Lynch  January 2005 - May 2009
Merrill Lynch  July 1999 - January 2005
Fidelity Investments  February 1998 - July 1999
Principal Financial Group  June 1995 - February 1998
Paine Webber   May 1989 - June 1995

Skills
401k, IRA's, Retirement, Annuities, Retirement Services, Fixed Annuities, IRAs, Retirement Planning, Financial Advisory, Small Business, Finance, Financial Services, Business Planning, Asset Allocation, Mutual Funds, Investments, Series 63, Series 7

Education
Columbia University in the City of New York   1978 — 1982
Economics

Experience
Self-employed  February 1980 - Present
Quest Capital Strategies, Inc.   March 2014 - January 2015
JMP Securities  August 2010 - March 2012
Thomas Weisel Partners  January 2000 - June 2010
Montgomery Securities  March 1997 - January 2000
NatWest Markets  April 1992 - February 1997
Paine Webber   August 1980 - April 1992

Skills
Series 7, Series 63, Series 24, Equity Research, FINRA, Hedge Funds, Options, Finance, Mutual Funds, Capital Markets, Equities, Fixed Income, Alternative Investments, Bloomberg, Trading

Education
College of the Holy Cross   1976 — 1980
Bachelor of Arts (B.A.), Sociology

Experience
Morgan Stanley  April 2008 - Present
UBS Wealth Management  June 2000 - April 2008
Paine Webber   1994 - 2000
Kidder Peabody  1986 - 1994

Skills
Financial Planning, Portfolio Management, Wealth Management, Asset Management, Retirement Planning, Insurance, Strategic Financial..., Asset Managment, Series 63, Risk Management, Alternative Investments, Equities, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Series 7

Education
College for Financial Planning   1989 — 1991
Master of Science (MS), Financial and Estate Planning

Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1981 — 1982
MBA, Finance & Marketing

Rensselaer Polytechnic Institute   1977 — 1981
BS, Biomedical Engineering

Joseph Case High School   1974 — 1977

Experience
Dillon Music   January 1992 - Present
The Provident Bank  1988 - 1992
Paine Webber   September 1987 - December 1987
Anheuser-Busch  1983 - 1985
Township of Edison  June 1979 - September 1979

Skills
Music Production, Recording, Studio Recording, Songs, Business Strategy, New Business Development, Business Planning, Business Intelligence, Accounting, Human Resources, Music Education, Music Industry, Orchestral Music, Musicians, Jazz, Trombone, Trumpet, Tuba, Euphonium, French Horn, Small Business, Songwriting, Music Theory, Composition, Customer Service, Sales Management, Sales, Entrepreneurship, Collecting, Woodwind, Musical Instruments, Chamber Music, Ensemble, Brass, Finale, Percussion, Conducting, Musical Theatre, Jazz Education, Orchestration, Pianist, Rock, Choral, Music Technology, Music History, Piano, Keyboards, Music Performance, Bass, Concert Band

Education
Rockhurst University   2001 — 2005

City University of New York-Brooklyn College   1986 — 1987
Music History

Rutgers University-New Brunswick   1979 — 1985
BA, Music Education

Experience
American Realty Capital  November 2010 - June 2011
European Investors Inc.  August 2003 - August 2010
Morgan Stanley  October 2000 - August 2003
Paine Webber   August 1999 - April 2000
PricewaterhouseCoopers  September 1998 - August 1999
Arthur Andersen/Berdon LLP   January 1992 - January 1995

Skills
Portfolio Management, Financial Statement..., Technical Analysis, REIT, Microsoft Excel, Research, Asset Managment, Equities, Financial Modeling, Investments, Valuation, Capital Markets, Due Diligence, Bloomberg, Investor Relations

Education
Columbia University - Columbia Business School   1996 — 1998
Master of Business Administration (MBA)

Lehigh University - College of Business and Economics   1988 — 1992
BS

Experience
Wells Fargo Advisors  April 2014 - Present
Wells Fargo Advisors, LLC  December 2004 - April 2014
Advest, Inc.   September 2001 - November 2003
Paine Webber   October 1978 - October 1988

Skills
Series 7, Series 66, Series 9/10, Financial Services, Mutual Funds, Management, Retirement, Financial Analysis, Process Improvement, Series 65, Series 63, Trading, ETFs, IRAs, Securities, FINRA, Uniform Combined State..., Retirement Planning, Finance, Investments, Operations Management

Education
Rio Hondo College   1973 — 1975
Associate of Arts (A.A.), Visual and Performing Arts

California State University-Northridge
Bachelor's Degree, Business/Commerce, General

Experience
Eaton Corporation  July 2010 - September 2011
Eaton Corporation  June 2009 - June 2010
Eaton Corporation  March 2007 - May 2009
Eaton Corporation  November 2005 - February 2007
Eaton Corporation  October 2004 - October 2005
Eaton Corporation  September 2003 - September 2005
Eaton Corporation  September 2003 - September 2004
Latona Associates, Inc   June 2002 - August 2002
Mars & Co.   October 1997 - June 2001
Paine Webber   July 1996 - September 1997

Skills
Spanish, Product Management, Competitive Analysis, Product Development, Manufacturing, Acquisition Integration, Business Strategy, Strategic Planning, Financial Modeling, Business Valuation, Change Management, Marketing Strategy, Oil & Gas Industry, Natural Gas, Project Management, Customer Satisfaction, Voice of the Customer..., Business Process..., Deal Sourcing, Relationship Management, Global Business..., Business Intelligence, Business Development, Business Planning, Leadership, Lean Manufacturing, Value Stream Mapping, Supply Chain Management, Strategy, Marketing, Mergers & Acquisitions, Process Improvement, Management

Education
The Tuck School of Business at Dartmouth   2001 — 2003
MBA, General Management

Cornell University   1995 — 1996
Masters, Engineering Management

University of Massachusetts, Amherst   1991 — 1995
BS, Civil & Environmental Engineering

Experience
Retired  September 2013 - Present
Columbia Management  June 1990 - August 2013
Foxen Financial   1984 - 1990
Paine Webber   1982 - 1984

Skills
Mutual Funds, Strategic Financial..., Retirement Planning, Retirement, Sales, Digital Photography, Gardening, World Traveler, Idea Generation, Branding & Identity, Client Relations Skills, Fun

Education
College for Financial Planning   1985 — 1987
CFP

University of Minnesota Duluth   1974 — 1976
Undergrad

Experience
Carl Cooley Investment Properties   May 2001 - Present
Realty World  November 2004 - December 2010
Paine Webber   August 1971 - May 1984

Skills
REO, Real Estate, Investment Properties, Short Sales, First Time Home Buyers, Stock Picking, Residential Homes, Real Estate Transactions

Education
Colorado State University   1966 — 1971
Business Administration, Finance, Economics

Experience
UBSFunacial   May 1998 - Present
Paine Webber   May 1997 - May 1998

Skills
SQL, DB2, Business Analysis, COBOL, Requirements Analysis, JCL, Software Development, CICS, VSAM, Stored Procedures, Databases, TSO, Fileaid, Database Design, Visio, Mainframe, Systems Analysis, SPUFI, QMF, Data Warehousing, IBM Mainframe, XML, Business Intelligence, Business Requirements, Xpediter, Websphere, Endeavor, PL/SQL, Syncsort, Web Services, Data Modeling, Microsoft Excel, SAS, Production Support, WebSphere MQ, Access, Microsoft SQL Server, Serena Changeman, FTP, Startool, Adile Methodologies, Requirements Gathering

Education
Globe Institute of Technology   1996 — 1997
Computer programmer

Brooklyn College   1993 — 1996
Bachelor's degree, Computer Science

Experience
Department of Social Services, State of Connecticut   December 2006 - August 2014
Wachovia Securities Financial Network  October 2004 - December 2005
Coburn & Meredith, Inc.   March 2004 - October 2004
A.G. Edwards & Sons, Inc.   September 2002 - March 2004
Merrill Lynch  April 1999 - September 2002
Paine Webber   August 1998 - April 1999

Skills
Strategic Planning, Team Building, Leadership, Customer Service, Natural liaison, Creative problem solver, Cross-functional Team..., Lasting relationship..., Relationship Management, Medicaid, Medicare, Long-term Care, Mentoring, Developing efficiences..., Conflict Resolution, Financial Services, Life Insurance, Process Improvement, Marketing, Retirement Planning, Nonprofits, Management, Consulting, Insurance, Investments, Leadership Development, Financial Planning, Portfolio Management, Negotiation, Proficient in both PC &..., Proficient with Word,...

Education
Central Connecticut State University   1981 — 1984
Bachelor's degree

The College of Wooster   1980 — 1981

Salisbury School, Salisbury Connecticut   1977 — 1980

Six sigma

Experience
MetLife  April 1996 - December 2009
Paine Webber   August 1985 - April 1996
Acme Employment Service   May 1984 - July 1985
Oppenheimer & Co.   December 1976 - May 1984

Skills
Leadership, Management, Organizational..., Coaching, Insurance, Project Planning, Personnel Management, Finance, Fundraising, Employee Benefits, Strategic Planning, Training, Vendor Management, Process Improvement, New Business Development, Strategy, Change Management, Program Management, Business Process...

Education
City University of New York City College   1969 — 1974
Bachelor of Arts, Speech Pathology

PS173

Experience
The Bancorp Bank  March 2012 - Present
RAIT   August 2008 - January 2012
Wechsler Capital   February 2008 - December 2008
Citigroup  July 2001 - January 2008
GMAC  November 2000 - July 2001
Paine Webber   March 1997 - November 2000
Fitch  August 1990 - March 1997
Lehman Brothers  1986 - 1990
Smith Barney Real Estate Corp.   1982 - 1985
The Prudential Insurance Company  1979 - 1982

Skills
Commercial Real Estate..., CMBS Origination, Commercial Mortgage..., Mezzanine Lending

Education
Columbia University - Columbia Business School   1977 — 1979
MBA, Finance

Cornell University   1975 — 1977
BA, Government

University of Rochester   1973 — 1975

John F. Kennedy High School   1970 — 1973
High School

Experience
Voya Investment Management  May 2015 - Present
Schroders  October 2005 - Present
Endeavour Capital Management   October 2003 - October 2005
Salomon Smith Barney  March 2001 - October 2003
Salomon Smith Barney / Citigroup  June 1999 - February 2001
PNC Bank  August 1994 - December 1998
Paine Webber   June 1998 - September 1998

Skills
Microsoft Excel, IDD, Mutual Funds, Bonds, Stock Picking, Equity Research, Investment Management, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Managment, Credit Derivatives, Fixed Income, Portfolio Management, Finance, Banking, Asset Management, Financial Modeling

Education
New York University   1998 — 1999
MBA, Finance

Colgate University   1989 — 1993
BA, Philosophy & Art History

Experience
Grand Valley State University  August 2006 - Present
MLV Consulting Group LLC   October 2003 - Present
Health Intervention Services  March 2009 - May 2011
Paine Webber   January 1996 - October 2003
Merrill Lynch  December 1980 - January 1996
Grand Rapids Community College  1970 - 1976

Skills
Non-profits, Strategic Planning, Fundraising, Leadership, Public Speaking, Finance, Event Planning, Teaching, Management, Leadership Development, College Teaching, Strategic Financial..., Coaching, Published Author, Personal Finance, Higher Education, Nonprofits, Grant Writing, Time Management, Training, Social Networking, Curriculum Development, Marketing, Program Development, Entrepreneurship, Volunteer Management, Research, Staff Development, Social Media, Community Outreach, Workshop Facilitation, Data Analysis, Organizational..., Editing, Community Development, Grants, Public Relations, Career Counseling, Resume Writing, Small Business, Conflict Resolution, Student Affairs, Financial Advisory, Real Estate

Education
University of Michigan   1965 — 1967

Calvin College   1961 — 1963
English, Psychology

Grand Rapids Christian High School   1959 — 1961

Experience
1st BridgeHouse Securities   January 2009 - Present
Merrill Lynch  May 2005 - June 2008
UBS  January 2000 - January 2005
Paine Webber   January 1997 - 2000
Wertheim Schroder & Co   1994 - 1997
Brenner Securities   January 1992 - January 1993

Skills
Excellent analytical..., Strong oral..., Equities, Hedge Funds, Investments, Alternative Investments, Private Equity, Investment Banking, Equity Research, Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Valuation, High Yield, Venture Capital, Securities, Equity Capital Markets, Mutual Funds, Finance, Emerging Markets, Investment Management, Fund Of Funds, Investment Strategies, Equity Valuation, Series 7, Asset Allocation, Investor Relations, Structured Finance, Asset Management

Education
University of Pennsylvania - The Wharton School   1978 — 1980
MBA, Finance

Denison University
BA, Economics

Experience
OppenheimerFunds  July 2014 - Present
OppenheimerFunds  December 2013 - June 2014
OppenheimerFunds  January 2009 - June 2014
OppenheimerFunds  January 1986 - January 2009
Paine Webber   June 1983 - December 1985
United States Air Force Security Forces  1981 - 1981

Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Derivatives, Investments, Asset Allocation, Mutual Funds, Risk Management, Emerging Markets, Options, Management, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Bonds, Private Equity, Financial Markets, Financial Modeling, Wealth Management, Asset Managment, Philanthropy

Education
Columbia University - Columbia Business School   1980 — 1983
MBA, Finance

Denison University   1976 — 1980
BA, Russian Language

Experience
Tried and True LLC   August 2009 - Present
Sun Microsystems  February 1986 - May 2001
Prime Computer  April 1978 - February 1986
Cyphernetics   April 1974 - April 1976
International Timesharing Inc.   September 1972 - April 1974
Paine Webber   September 1970 - September 1972
US Army  September 1964 - September 1966

Skills
Business Development, Business Strategy, Risk Management, Strategic Planning, Project Management, New Business Development, Sales Management, Strategic Partnerships, Microsoft Office, Social Media, Product Marketing, Negotiation, Sales, Marketing, Team Building, Leadership, Marketing Communications, Account Management, Contract Negotiation, Customer Service, Business Planning, Marketing Strategy, Public Speaking, Public Relations, Management, Outlook, Sales Operations, CRM, Sales Process, Direct Sales, Program Management, Corporate Communications, Start-ups, Nonprofits, Coaching, Strategy, Advertising, Leadership Development, Selling, Product Management, Lead Generation, Budgets, Social Media Marketing, E-commerce, Retail, Entrepreneurship, Product Development, Management Consulting, Cross-functional Team..., Newsletters

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1966 — 1968
Master of Business Administration (MBA), Marketing

University of Minnesota-Twin Cities   1960 — 1964
Bachelor's degree, Humanities/Humanistic Studies

Experience
Clean As A whistle  November 2001 - Present
Paine Webber   May 1997 - December 2001
Dean Witter Reynolds  January 1986 - April 1997

Education
Embry-Riddle Aeronautical University
Bachelor of Science, Aviation Business Administration

Cal State San Bernardino

Experience
StockCross Financial   September 2009 - January 2010
Hudson Securities  June 2008 - September 2008
Broadpoint Securities   February 2002 - May 2008
J P  January 1991 - January 2001
Waterville Valley Resort  January 1990 - January 1991
Account Pros   January 1989 - January 1990
Hambrecht & Quist  January 1986 - January 1988
Paine Webber   January 1985 - January 1986
Kidder Peabody  May 1982 - January 1985

Skills
Trading, Customer Relations, Negotiation, Equities, Series 7, Investment Banking, Bloomberg, Equity Trading, Securities, Research, Microsoft Office, Series 63, Customer Service, Excel, Word, Outlook, Hedge Funds, FINRA, Microsoft Excel, Microsoft Word

Education
Colby-Sawyer College
Bachelor of Arts

Experience
Health Choice Network of Florida   October 2014 - Present
Health Choice Network of Florida   October 2013 - Present
Grant Professionals Association  2011 - Present
Health Choice Network of Florida   November 2010 - Present
Beddows McCann Consulting LLC   July 2001 - December 2012
Women In Distress of Broward County, Inc.   June 2002 - February 2007
U.S. Department of the Treasury   May 1998 - January 2001
Paine Webber   January 1991 - March 1993
Merrill Lynch Pierce Fenner & Smith  1987 - 1989

Skills
Strategic Planning, Change Management, Team Building, Account Management, Team Leadership, Personnel Management, Technology Needs..., Grant Writing, Grant Administration, Grantsmanship, Program Development, Program Management, Program Evaluation, Business Process..., Board Relations, Grants, Community Outreach, Public Speaking, Nonprofits, Proposal Writing, Event Planning, Budgets, Organizational..., Philanthropy, Board Development, Volunteer Management, Fundraising, Leadership, Annual Giving, Non-profit..., Community Development

Education
MIT-Sloan School of Management   1977 — 1979
Masters in Science, Organizational Development & Labor, NA

Tufts University   1972 — 1974
Masters Degree, Education (Guidance & Counseling)

Clark University   1967 — 1971
Bachelor's degree, American History & American Literature

Experience
JPMorgan Chase  March 2008 - Present
Bear Stearns  1989 - 2008
Paine Webber   November 1987 - December 1988
ADP  1983 - 1988

Education
City University of New York-Herbert H. Lehman College   1978 — 1981
B.A., Business Management

Experience
Write Web Marketing   December 2009 - Present
Top Gun Pressure Washing   June 2014 - Present
HBA Home Show   December 2012 - February 2014
Stream Prime   January 2013 - January 2014
Mashable Social Media Day Fort Collins   May 2012 - June 2012
Screen Door Studios   December 2008 - September 2010
Business Entree   April 1989 - October 2005
PSD Board of Education   1993 - 1997
Marriott Hotels  April 1988 - June 1989
Paine Webber   March 1984 - April 1988

Skills
Social Media Marketing, Local Internet Marketing, Email Marketing, SEO, Local Search..., Marketing Strategy, Local Internet..., Social Media Content..., Social Media Integration, Relationship Marketing, Marketing Research, Mobile Marketing, Social Media Training, Social Media Measurement, Social Media Strategist, Social Media Speaker, Social Media Advertising, Local Advertising, Digital Marketing, Strategy, Marketing, Online Marketing, Web Marketing, Search Engine Ranking, Social Media Outreach, Mobile Advertising, Social Media Education, Public Speaking, Marketing Plan Creation, Local Internet..., Internet Marketing..., Social Media Consultant, Social Media, Marketing Plan..., Internet Marketing, Local Internet..., Marketing Plan Strategy, Internet Marketing Plan, Local Internet..., Local Internet..., Digital Marketing..., Local Online Marketing..., Local Online Marketing..., Local Online Marketing..., Local Online Marketing..., Mobile Marketing..., Mobile Marketing..., Search Engine..., Search Optimization..., Content Strategy

Education
University of San Francisco   2010 — 2011
Internet Marketing, master's certificate, Integrated web strategies, SEO marketing, usability, advanced interactive marketing and measurement

Colorado State University   1982 — 1984
Business and Economics

University of Nebraska-Lincoln   1975 — 1978
Humanities

Experience
UBS  June 2000 - Present
Paine Webber   January 1995 - June 2000
Kidder Peabody  June 1990 - December 1994
Drexel Burnham Lambert  January 1981 - June 1989
Trinity College  May 1973 - December 1980
US Army  April 1970 - December 1971

Education
Harvard Law School   1966 — 1969
Doctor of Law (J.D.)

Dartmouth College   1962 — 1966
Bachelor of Arts (B.A.)

Experience
UBS Wealth Management  June 2015 - Present
UBS Financial Services  November 2007 - May 2015
UBS Financial Services  July 2006 - November 2007
UBS Financial Services  February 2006 - July 2006
UBS Financial Services  September 2004 - January 2006
UBS Financial Services  January 2002 - September 2004
UBS Financial Services  April 2001 - January 2002
UBS Financial Services  June 2000 - April 2001
Paine Webber   June 1998 - June 2000

Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Honors

Queens College
Bachelor of Arts, Economics with a concentration in Finance; Minor: Business & Liberal Arts, Cum Laude

The University of Hong Kong
Political Economy

Experience
Allstate  August 2014 - Present
Allstate  September 2002 - August 2014
Allstate Financial  September 2002 - August 2014
Allstate/Lincoln Benefit LIfe   September 2002 - August 2014
Allstate Financial  September 2002 - August 2014
Allstate Financial  September 2002 - August 2014
Enterprise Rent-A-Car  January 2001 - August 2002
Paine Webber   January 1999 - December 2000
Senior Systems Technology  January 1997 - January 1999

Skills
Complaint Management, Insurance, Process Improvement, Call Center, Business Writing, Life Insurance, Relationship Management, Customer Experience, Vendor Management, Financial Services, Operations Management, Leadership, Performance Management, Customer Satisfaction, Customer Service, Customer Retention, Team Building, Training, Recruiting, Coaching, Strategic Financial..., Call Centers, Change Management, Sales, Risk Management, Employee Benefits, Fixed Annuities, Financial Planning, Management, Term Life Insurance, Business Analysis, Retirement

Education
Doane College   2013 — 2015
Master's Degree, Business Administration and Management, General, 4.0

University of Nebraska-Lincoln   1993 — 1997
BSBA Finance, Finance and Political Science

Dodge City Senior High School   1989 — 1993

Experience
Israel Discount Bank  February 2007 - Present
Mosaica Education, Inc.   2005 - 2007
Moody's Corporation  2004 - 2005
Nordea  1996 - 2004
Chase  1987 - 1996
Paine Webber   1986 - 1987
Touche Ross  1984 - 1986
Peat Marwick  1977 - 1983
JCPenney  1975 - 1977

Skills
Banking, Enterprise Risk..., Regulatory Risk..., Anti Money Laundering, Market Risk Management, Liquidity Risk..., Credit Risk Management, Operational Risk..., Strategic Risk..., Reputational Risk..., Settlement Risk..., Financial Risk..., Internal Audit, Internal Controls, Credit Analysis, Loans, Corporate Finance, Capital Markets, Private Banking, Investment Banking, Commercial Lending, Asset and Liability..., Treasury Investment..., Other Than Temporary..., Treasury Foreign..., Structured Products, Derivatives, Financial Analysis, Finance, Cash Management, Strategic Financial..., Trade Finance, Custody Management, Retail Banking, Asset Managment, Regulatory Compliance, Financial Reporting, Call Report Review, Sarbanes-Oxley Act, Bank Secrecy Act, OFAC, Basel II and Basel III, Dodd Frank Requirements, Financial Services, Liquidity Coverage Ratio, Funding Analyses, Internal Capital..., Pledged Loans Capital..., Fraud Examination, Computer Audit

Education
City University of New York-Brooklyn College   1972 — 1975
Bachelor's Degree, Accounting

Experience
Strategy&  April 2014 - Present
Booz & Company  May 2008 - April 2014
Booz Allen Hamilton  August 1987 - May 2008
Paine Webber   May 1986 - September 1986
Harlan Brown & Company   August 1983 - July 1985

Education
Columbia University - Columbia Business School   1985 — 1987
MBA, Finance & Management of Organizations, Dean's List

University of Pennsylvania - The Wharton School   1979 — 1983
BS Economics, Marketing

Westfield High School

Experience
Ivy Funds Distributor, Inc.   May 2006 - Present
Dreyfus  May 1999 - May 2002
Royce & Associates  May 1995 - April 1999
Paine Webber   November 1983 - May 1995
Sutro & Company  August 1982 - September 1983

Education
Dartmouth College   1978 — 1982
BA, Economics

St. Ignatius College Prep   1974 — 1978

Experience
Deutsche Bank  July 2004 - August 2010
MetLife Investments  January 1996 - January 2004
Paine Webber   January 1987 - January 1996

Skills
High Yield, CDS, Portfolio Management, Investments, Trading, Proprietary Trading, Asset Management, Equities, Bonds, Credit, Leveraged Finance, Project Finance, Structured Products, Relative Value, Fixed Income, Private Placements, Hedge Funds, Credit Derivatives, Bloomberg, Alternative Investments

Education
Columbia University in the City of New York
BS, Nuclear Engineering

New York University
MBA, Finance

Experience
TIAA-CREF  April 2013 - Present
Michael Arthurs   November 2009 - May 2012
TIAA-CREF  March 2000 - August 2009
Health Insurance Plan   1991 - 2000
Paine Webber   1986 - 1991

Skills
Vendor Management, Contract Negotiation, Service Level Agreements, Project Management, Contract Management, Budgets, RFP, Disaster Recovery, Business Continuity, IT Management, IT Strategy, Cable Management, Networking, Process Improvement, Strategy, Management, Project Planning, Leadership, Call Centers, Telecommunications, Business Analysis, Data Center

Education
City University of New York-Brooklyn College

Experience
Raymond James  February 2010 - Present
Oppenheimer & Co. Inc.   November 2004 - February 2010
Wachovia Securities  November 2000 - 2004
Sutro & Co  April 1995 - December 2000
Bateman Eichler, Hill Richards  June 1987 - April 1995
Paine Webber   December 1979 - June 1987

Skills
Retirement Planning, Investments, Finance, Mutual Funds, Series 7, Wealth Management, Retirement, Asset Allocation, Investment Strategies, Series 63, Financial Advisory, Investment Advisory, Securities

Education
California State University-Northridge   1974 — 1977
Bachelor of Arts (B.A.), Urban Studies/Affairs

Van Nuys High School   1967 — 1970
High School

Experience
Bergen Community College  2006 - Present
Big Apple Educational Center   2001 - 2005
National Discount Brokers  1999 - 2001
Paine Webber   1996 - 1999

Skills
Distance Learning, Instructional Technology, Adult Education, Instructional Design, Curriculum Development, Higher Education, Curriculum Design, E-Learning, Educational Technology, Access, Teaching, Microsoft Office, Classroom, SQL, Staff Development, Visio, Courses, Adobe Creative Suite, Business Analysis, Analysis

Education
Ramapo College of New Jersey   2006 — 2008
Masters of Science

City University of New York-Brooklyn College   1993 — 1996
BS

Experience
Broadridge Financial Solutions  1999 - Present
Fuji Bank  December 1997 - February 1999
Swiss Bank  March 1991 - December 1997
Paine Webber   May 1985 - December 1988
Federal Reserve Bank of NY  February 1972 - December 1984

Skills
Risk Management, Business Analysis, SDLC, Finance, Fixed Income, Financial Services, Process Improvement, Securities, Project Management, Auditing

Education
New York Institute of Finance   1985 — 2007
Finance

New York University   1978 — 1982
Ph.D. program, Computer Science

Dartmouth College
BA, Mathematics

Rutgers University-New Brunswick
MS, Computer Science

Experience
BMO Capital Markets  June 2014 - Present
Nomura Securities  November 2011 - April 2014
Nomura Securities  September 2009 - March 2012
CIBC World Markets  September 1999 - April 2009
The Dreyfus Corporation  1997 - 1999
Moore Capital Management  1997 - 1997
Paine Webber   1994 - 1997

Skills
Equities, Options, Trading, Fixed Income, SDLC, Trading Systems, Back Office, IT Management, IT Strategy, SQL, Strategic Planning, Process Improvement, ITIL, Team Building, Java, Risk Management, Market Data, Capital Markets, Sybase, Hedge Funds, Enterprise Architecture, Data Warehousing, Vendor Management

Education
The College of New Jersey (once known as Trenton State College)
Bachelor of Science (B.S.), Computer Science & Mathematics

Columbia University in the City of New York   1997 — 1997
School of continuing education, Advanced Java programming for C++ programmers, A

New York University
Advanced C++ programming, Computer Science, A

Experience
MIJO-Gold, LLC   MVS Systems SpecTIAA-CREF1989 - 2004
Citicorp  April 1985 - October 1989
Paine Webber   1982 - 1986

Skills
Data Warehousing, Disaster Recovery, Microsoft SQL Server, MVS, Project Portfolio..., Project Management, SDLC, PMP, Software Development, ITIL, Change Management, Vendor Management, PMO, Enterprise Architecture, SQL, IT Strategy, Requirements Analysis, Clarity, Java Enterprise Edition, Process Improvement, Business Analysis

Education
City University of New York-College of Staten Island   1978 — 1982
BA/BS, Math / Computer Science

Experience
Partnership for Inner-City Education - Mt. Carmel-Holy Rosary School   April 2013 - May 2015
Theodore Schoenfeld School   October 2007 - June 2009
Amaranth  August 2005 - December 2005
Paine Webber   January 1993 - June 1999
Paine Webber   September 1987 - January 1993

Skills
Department Budgeting, Financial Reporting, Regulatory Compliance, Legal Compliance, Regulatory Submissions, Budget Setting and..., Operations Management, Program Management, Research

Education
Columbia University in the City of New York   1998 — 2004
Bachelor’s Degree, English and Comparative Literature

Experience
AIG  March 2011 - Present
AIG  October 2002 - October 2008
Royal & SunAlliance  June 1999 - October 2002
Delphi Market Research   1998 - 1999
Paine Webber   1997 - 1998

Skills
D&O, Underwriting, Financial Analysis, Employment Practices..., Liability, E&O, Directors & Officers..., Insurance, Professional Liability, Property & Casualty..., Legal Liability, Errors & Omissions, Excess, Brokers, Commercial Insurance

Education
D'Amore-McKim School of Business at Northeastern University   2001 — 2004
MBA, Finance

Northeastern University   1994 — 1999
Bachelors, Finance & Marketing

Mahopac High School   1990 — 1994

Experience
the Chuck Colson Center for Christian Worldview  February 2015 - Present
FS Realty   2007 - Present
the Chuck Colson Center for Christian Worldview  April 2014 - September 2014
the Chuck Colson Center for Christian Worldview  October 2011 - April 2014
Prison Fellowship  August 2007 - July 2011
Spartan Distributors, Inc.   September 1991 - February 2007
Paine Webber   1990 - 1991

Skills
Nonprofits, Public Relations, Fundraising, Strategic Planning, Training, Entrepreneurship, Community Outreach, Leadership Development, Non-profits, Leadership, Public Speaking, Marketing Strategy, Volunteer Management, Program Development, Team Building, Time Management, Customer Service, Coaching, Marketing, Retail, Interviews, Teaching, Research, Management, Event Planning, Relationship Management, Grant Writing, Staff Development, Networking, Advertising, Sales, New Business Development, Organizational..., Strategy, Event Management, Social Networking, Marketing Communications, Budgets, Social Media, Social Media Marketing

Education
Cornerstone University   2010 — 2011
MBA, Business

Calvin College   1987 — 1991
BA, Business

Sparta High School   1983 — 1987
College Prep

Experience
Morgan Stanley Smith Barney  March 2009 - Present
Morgan Stanley  March 2008 - March 2009
Morgan Stanley  December 2000 - February 2008
SG Cowen  May 1997 - November 2000
Paine Webber   January 1991 - May 1997

Skills
XP, Insurance, CRM, Asset Allocation, Asset Managment, Leadership, Microsoft Office 2007, Securities, Series 63, Series 7, Asset Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Services, Back Office, Separately Managed..., IRAs, Bonds, Retirement

Education
City University of New York-College of Staten Island

Experience
Unemployed  January 2015 - Present
Center Stage Productions  1995 - 2014
Wells Fargo Home Mortgage  July 2010 - January 2012
Paine Webber   March 1981 - June 1997
RCA Records  1995 - 1996

Skills
Project Management, Microsoft Office, Visio, Microsoft Project, Investment Banking, System Administration, MS Project, Team Leadership, SDLC, Program Management, Event Management, Sales, Event Planning, Business Analysis, Analysis, PowerPoint, Change Management, Risk Management, Outlook, Microsoft Excel, Lotus Notes, Management, Requirements Gathering, Team Management, Leadership, Microsoft Word, Team Building, Customer Service, Public Speaking, Vendor Management, Research, Windows, Training

Education
Kaplan University   2006 — 2008
Bachelor's of Science, Business Administration and Sales/Marketing

Kaplan University   2006 — 2008
Bachelors of Science, Business Administration Sales/Marketing

City College of San Francisco   1976 — 1981
Associate of Science (A.S.), Physical Sciences, College

Experience
Independent Consultant for the Pampered Chef  November 2011 - Present
New York City Department of Education  December 2006 - Present
Can I Do You A Favor, Inc,   1983 - 2008
Staten Island Children's Museum  1997 - 2005
Paine Webber   1984 - 1992
jc penney  1981 - 1990
thomson mckinnon  1983 - 1987

Education
State University of New York Empire State College   2006 — 2011
Education

City University of New York-College of Staten Island   1982 — 1984

Experience
ILS Capital Management, Ltd   January 2013 - Present
Mach Gen   June 2010 - April 2014
Strategic Value Partners  May 2008 - December 2012
NextMedia Group  May 2010 - June 2012
GSC Group  2000 - 2008
Paine Webber   1994 - 2000
Keystone Custodian Funds   1986 - 1994

Skills
Alternative Investments, Private Equity, Hedge Funds, High Yield, Special Situations, Fixed Income, Leveraged Finance, Asset Managment, Capital Markets, Valuation, Investment Banking, Corporate Finance, Asset Management, Investor Relations, Mergers & Acquisitions, Trading, Due Diligence, LBO, Financial Modeling, Restructuring, Series 7, Emerging Markets, Business Valuation, Structured Products, Options, Derivatives, Portfolio Management, Financial Structuring, Private Placements, Debt Restructuring, Investment Management, Investment Strategies, Investments, Equity Derivatives, Fund Of Funds, Securities, Structured Finance, Mutual Funds, Bloomberg, Corporate Development, Bonds, Equity Research, Mezzanine, Credit Derivatives, Asset Allocation, CDO, Venture Capital, Equities, IPO, Capital

Education
University of Pennsylvania - The Wharton School   1984 — 1986
MBA

Connecticut College   1977 — 1981
BA, Economics

Experience
BMO Capital Markets  April 2010 - Present
Lux Biosciences, Inc.   June 2008 - March 2010
Piper Jaffray  2004 - June 2008
SG Cowen  1996 - 2003
Paine Webber   1995 - 1996
Kidder Peabody  1994 - 1994

Skills
Investment Banking, Healthcare, Mergers, Mergers & Acquisitions

Education
Columbia University - Columbia Business School   1993 — 1995
MBA, Finance

Lehigh University   1986 — 1990
BS, Mechanical Engineering

Experience
BNYMelllon   October 2000 - Present
Deutsche Bank  July 1999 - October 2000
Paine Webber   October 1997 - June 1999
Security Pacific National Trust Co.   June 1986 - July 1997
Daiwa Securities Americas   December 1985 - June 1986
Bradford National Trust Co.   August 1984 - December 1985

Education
City University of New York-Herbert H. Lehman College   1980 — 1984
BA, Business Administration

Cardinal Spellman HS 1980

OLM

Experience
PIMCO  2013 - Present
Fordham University  January 2012 - Present
Bank of America  2005 - 2013
UBS Investment Bank  2002 - 2005
Centerprise Services   1999 - 2002
Lehman Brothers  1991 - 1999
Paine Webber   1987 - 1991
Quaker Oats  1982 - 1987

Skills
Java, C#, SQL, Sybase, XML, Optimization, Fixed Income, Derivatives, Market Risk, Netezza, JIRA, Capital Markets, Valuation, Analytics, Software Project..., Options, Agile Methodologies, Integration, Investment Banking, Unix, Financial Risk, CDS, Credit Risk, Bonds, Oracle, Risk Management

Education
The University of Chicago Booth School of Business   1983 — 1985
M.B.A., Finance

Cornell University   1981 — 1982
M. Eng., Operations Research

Cornell University   1977 — 1981
B.S., Operations Research

Experience
Raymond James and Associates  2001 - Present
The Robinson Humphrey Company  1995 - 2001
Oppenheimer & Co.   1989 - 1995
Paine Webber   1983 - 1989

Education
Cornell University - Johnson Graduate School of Management   1981 — 1983
MBA, Finance and Marketing

Hobart and William Smith Colleges   1974 — 1979
BA, History

Loomis Chaffee   1971 — 1974

Experience
Industrial and Commercial Bank of China (USA) NA   July 2012 - Present
Bank of East Asia  July 1993 - July 2012
New York Capital Bank N.A.   July 1990 - July 1993
Capital National Bank  December 1987 - July 1990
Paine Webber   December 1986 - December 1987
Eastern Savings Bank  January 1986 - November 1986
Peat Marwick  December 1978 - December 1985

Skills
Strategic Planning, Mergers, Regulations, Banking, Treasury Management, Commercial Banking, Risk Management, Loans, Financial Analysis, Treasury, Credit, Corporate Finance, Mergers & Acquisitions, Finance, Managerial Finance, Auditing

Education
Columbia University - Columbia Business School   1977 — 1979
MBA, Accounting & Finance

Columbia University in the City of New York   1970 — 1977
M Phil, Philosophy

Yale University   1966 — 1970
BA, Philosophy

Experience
Spalding Consulting, Inc.   March 2015 - Present
Resource Management Concepts, Inc.   August 2012 - March 2015
Booz Allen Hamilton  August 2011 - August 2012
Resource Management Concepts, Inc.   April 2010 - August 2011
ManTech  October 2006 - April 2010
Sabre Systems Inc.  December 2003 - September 2006
Precise Systems, Inc.   May 2002 - December 2003
Goodrich  May 1999 - December 2001
Castleton State College  January 1999 - May 1999
Paine Webber   April 1998 - August 1998

Skills
C#, Visual Studio, Software Engineering, Integration, .NET, AJAX, Software Development, JavaScript, Process Improvement, SDLC, Microsoft SQL Server, Requirements Analysis, Web Services, CMMI, ASP.NET MVC, jQuery, HTML 5, Kendo, SharePoint, UML, DoD

Education
Castleton University   1994 — 1999
Bachelor, Computer Information Systems

Experience
Wells Fargo Advisors, LLC  May 1987 - Present
Paine Webber   October 1985 - May 1987

Education
Syracuse University - Martin J. Whitman School of Management   1981 — 1984
MBA, Finance, Marketing

Case Western Reserve University   1975 — 1979
BS, Mathematical Statistics, Economics

Experience
Janney Montgomery Scott  January 2009 - Present
Smith Barney  February 2006 - January 2009
Legg Mason  April 1996 - February 2006
Paine Webber   October 1986 - April 1996
EF Hutton  December 1984 - October 1986

Skills
Wealth Management, Retirement, Financial Analysis, Asset Allocation, Investment Management

Education
DeSales University   1968 — 1972
BA

Experience
Morgan Stanley Wealth Management  October 2011 - Present
Morgan Stanley Smith Barney  2010 - September 2011
Morgan Stanley Smith Barney  June 2009 - January 2010
Citi Smith Barney  March 2005 - May 2009
Smith Barney  April 1998 - February 2005
Paine Webber   January 1996 - March 1998
Paine Webber   January 1995 - December 1995
Paine Webber   January 1992 - December 1994
Paine Webber   January 1988 - December 1991

Skills
Series 7, Wealth Management, Financial Services, Series 63, Mutual Funds, Securities, Business Development, Management, Mergers & Acquisitions, Program Management, Asset Allocation, FINRA, Alternative Investments, Series 24, Leadership

Education
Dickinson College
Bachelor of Science, Biology

University of Pennsylvania - The Wharton School
Securities Industry Institute

Experience
MC Five Mile  2013 - Present
CIBC World Markets  June 2001 - May 2013
UBS  November 2000 - May 2001
Paine Webber   September 1997 - November 2000
Liberty Property Trust  September 1994 - August 1997

Education
Carnegie Mellon University   1992 — 1996
B.S., Industrial Administration & Spanish

Experience
Green River Community College  June 2013 - Present
Commonwealth Financial Network  September 2002 - December 2004
Pacific West Financial Group  July 2000 - August 2001
Pacific Harbor Securities, Inc.   February 1997 - June 2000
A. E. Raketty Company   December 1995 - January 1997
Central Transmission   March 1995 - November 1995
Great Western Financial Securities  June 1994 - March 1995
Paine Webber   November 1991 - June 1994
Pacific West Investment Service, Inc.   May 1988 - July 1991
The Commercial Bank  August 1982 - April 1988

Skills
Typing, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, Tax Preparation, Trading, Compliance, Operations Management, Sales and Marketing..., Securities Back Office, Personal Trust..., Personal Financial..., Bank and Securities..., Securities Wire Operator, Training Sales..., Accounts Payable, Accounts Receivable

Education
Green River Community College   2011 — 2013
Associate of Applied Arts, Business Management, Graduated with High Honors, 2013

Chemeketa Community College   1981 — 1987
Banking and Finance

SST Travel School   1980 — 1980
Travel Agent, Tourism and Travel Services Management

Willamette University   1979 — 1980
Pre-Law Studies

Experience
Light Frame, Inc.   January 2010 - Present
Citi  January 2010 - March 2014
Paladyne Systems, Inc.   2008 - 2010
Société Générale   2003 - 2008
Constallation Financial, LLC   1999 - 2004
AIG  1996 - 1999
Digisoft   1995 - 1996
Paine Webber   1986 - 1995
GMW Associates   1985 - 1986

Skills
IT Management, IT Service Management, Microsoft SQL Server, Visual Basic, Microsoft Excel, Visio, Microsoft Word, Microsoft Office, Change Management, COBOL, VSAM, CICS, SQL Server Management..., MS Reporting Services, Public Speaking, Event Photography, Wedding Photography, Bar/Bat Mitzvahs, Wildlife Photography, Nature Photography, Social Media, Weddings, Birthdays

Education
City University of New York-Brooklyn College   1981 — 1984
Bachelor of Science (BS), Computer Science

Experience
Monaghan Medical Corporation  February 1986 - Present
Paine Webber   1984 - 1986
WPTV Newschannel 5  1983 - 1984
New York Telephone Company  1972 - 1982

Skills
Medical Devices, Customer Service, Process Improvement, Cross-functional Team..., Sales Management, Team Building, Product Development, Sales, Microsoft Office, Management, Six Sigma, Team Leadership, Continuous Improvement, Sales Operations, Microsoft Excel

Education
Clinton Community College

Experience
Peconic Futures   2010 - Present
WestLB  2002 - 2010
Bernstein Investment Research and Management  1997 - 2002
UBS Securities Co., Ltd   1992 - 1997
Paine Webber   1989 - 1992
Paine Webber   1986 - 1989

Education
Columbia University in the City of New York
MA, Mathematical Statistics

Hamilton College
BA, Mathematics, Physics

Massachusetts Institute of Technology
PhD, Operations Research

Experience
STATE STREET CORPORATION  August 2013 - Present
GMO-GRANTHAM, MAYO, VAN OTTERLOO & CO., L.L.C.   December 2000 - February 2012
MERCURY INVESTMENTS, INC.   September 1999 - September 2000
MERRILL LYNCH & CO., INC.   June 1998 - September 1998
PAINE WEBBER   June 1998 - September 1998

Education
Clarkson University   1995 — 1999
Bachelor of Science (B.S.), Finance & Economics

Canton High School, Canton, MA   1991 — 1995
High School Diploma

Experience
Consultant  January 2003 - Present
MISYS PLC  October 2000 - November 2001
ALFA BANK  July 1999 - August 2000
BANK OF AMERICA  September 1997 - January 1999
Oxford University Press  January 1992 - January 1996
Paine Webber   January 1989 - January 1991

Skills
Sales and Trading:..., IT Business Analyst:...

Education
Columbia University - School of International and Public Affairs   1986 — 1989
MA, Russian Strategic Studies/Business Concentration from Columbia Business School

Wellesley College
B.A, Economics

Experience
Catalano's   2003 - 2015
Johnson & Johnson  1997 - 1999
Ernst & Young LLP  1992 - 1997
Paine Webber   1987 - 1992
ESG  1986 - 1987
St. Joseph Elementary School  1983 - 1987

Skills
Contract Negotiation,..., Strategic Sourcing, Strategic Thinking, Strategic Partnerships, Contract Management, Vendor Management, Vendor Relationships, Relationship Management..., Cost Savings Strategies, Cost Saving Initiatives, Centralization, Public Speaking, Strategy Implementation, Contract Negotiation

Education
College of Saint Elizabeth

Experience
self employed  January 2008 - Present
Real Estate Mortgage Group, Inc   March 1997 - October 2007
Paine Webber   December 1993 - March 1997
First Union Bank  April 1982 - November 1993
National Bank of Washington  October 1979 - March 1982

Education
University of the District of Columbia
Master of Business Administration, Finance

Central Michigan University
Master of Arts, Business Management

University of Maryland , College
Bachelors of Science, Business and Management

Experience
MetLife  June 2005 - Present
MetLife  March 2001 - May 2005
MetLife  October 1995 - March 2001
PaineWebber  June 1991 - October 1995
Paine Webber   January 1990 - June 1991

Skills
Portfolio Management, Trading, Fixed Income, Options, MBS, Investments, Asset Management, Asset Allocation, Securities, Bloomberg, Derivatives, Mutual Funds, Capital Markets

Education
Carnegie Mellon University - Tepper School of Business   1979 — 1981
MS, Business Administration

Lafayette College   1975 — 1979
BA, Engineering (Metallurgical) and Economics

Experience
Och-Ziff Capital Management  January 2005 - October 2011
Chasm Lake Management   June 2003 - January 2005
Drake Management  October 2001 - June 2003
CDC Investment Management   July 2000 - October 2001
Aubrey G. Lanston & Co.   November 1999 - June 2000
Long-Term Capital Management  July 1996 - October 1999
Paine Webber   May 1993 - June 1996

Skills
Liabilities Management, Cash Management, Repo Finance, Portfolio Management, Trading, ABS, MBS, Hedge Funds, Alternative Investments, Asset Management, Investments, Derivatives, Bloomberg, Bonds, Risk Management, Valuation, Asset Managment, Capital Markets, Credit Derivatives, Equities, Equity Derivatives, Finance, Fixed Income, Investment Banking, Options, Private Equity, Securities

Education
Cornell University   1989 — 1993
Bachelor of Science, Applied Economics

Experience
Wells Fargo Advisors  April 2010 - Present
Morgan Stanley Smith Barney  April 1996 - April 2010
Paine Webber   February 1982 - April 1994

Education
City University of New York City College

Experience
George Mason University  March 2012 - July 2012
D3 Systems, Inc  June 2006 - April 2009
Social Research Company   June 2006 - April 2009
D3 Systems, Inc  2006 - 2009
T. J. Smith consulting, Inc   January 1987 - January 2006
CBOE  January 1985 - January 1987
New York Futures Exchange   January 1984 - January 1985
Oppenheimer & Company  January 1981 - January 1984
Paine Webber   January 1980 - January 1981

Skills
Marketing, Press Releases, Public Relations, Event Planning, Management, Event Management, Editing

Education
Ohio Wesleyan University   1977 — 1979
Bachelor's degree, Sociology and Anthropology

Ohio Wesleyan University
B.A, Sociology/Anthropology

Colby-Sawyer College   1975 — 1977
Associate of Arts (A.A.)

Experience
Janney Montgomery Scott  December 2002 - Present
Prudential Financial  September 1999 - December 2002
Paine Webber   September 1996 - September 1999

Skills
specialize in fixed..., Investments, Mutual Funds, Retirement, Retirement Planning, Series 7, Wealth Management, Financial Planning, Financial Advisory

Education
Hunter College   1955 — 1959
MSed, secondary ed.

Experience
UBS Investment Bank  October 2013 - Present
Credit Suisse Securities  January 2007 - October 2013
Putnam Lovell NBF  2003 - 2007
Paine Webber   1999 - 2001

Skills
Administrative..., Asset Management, Banking, Investment Banking, Financial Technology

Education
City University of New York-College of Staten Island

St. Joseph by the Sea

Experience
MAB Digital Marketing   January 2009 - Present
Genesis Capital  January 1991 - Present
Ericsson  January 2009 - Present
Bank of America  January 1995 - Present
Wells Fargo  January 1991 - Present
State Farm  January 2001 - Present
Syntek Capital   January 2009 - Present
Telcordia Technologies  January 2009 - Present
Paine Webber   January 1991 - Present
MedAssets  January 2001 - December 2010

Skills
Corporate Finance, Strategic Planning, Product Management, Business Development, Entrepreneurship, Finance, Strategy, Business Strategy, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Valuation

Education
California Institute of Technology

New York Institute of Technology

San Jose State University

University of California, Los Angeles - The Anderson School of Management