Paine Webber
Industry: Investment banking
DescriptionPaineWebber & Co. was an American investment bank and stock brokerage firm that was acquired by the Swiss bank UBS in 2000. The company was founded in 1880 in Boston, Massachusetts, by William Alfred Paine and Wallace G. Webber. Operating with two employees, they leased premises at 48 Congress Street in May 1881. Founded: 1881 Headquarters: New York City, New York, United States Ceased operations: 2000 Successor: UBS Paine Webber, later UBS Wealth Management Founders: William A. Paine, William Alfred
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Paine Webber Employees
Employee
Years
Job
Industry
Noelle Smithers Noelle Smithers's Paine Webber Experience 2000 - 2002
Job Client Relationship Manager at Richman Capital Management
Industry Financial Services
Experience
Richman Capital Management October 2013 - Present
Statewide Financial Group November 2008 - October 2013
Debt Solutions Group 2005 - 2008
KeyBank 2002 - 2005
Paine Webber 2000 - 2002
JB Hanauer 1995 - 2000
Skills
Fixed Annuities, Wealth Management, Finance, Retirement, Streetscape, Fidelity Wealth Central, Redtail CRM, Mutual Funds, Investments, Payroll, Accounts Payable
Education
Farmingdale State University of New York 1989 — 1990
Early Childhood Education and Teaching
John H. Glenn HS 1986 — 1989
High School Diploma
Richman Capital Management October 2013 - Present
Statewide Financial Group November 2008 - October 2013
Debt Solutions Group 2005 - 2008
KeyBank 2002 - 2005
Paine Webber 2000 - 2002
JB Hanauer 1995 - 2000
Skills
Fixed Annuities, Wealth Management, Finance, Retirement, Streetscape, Fidelity Wealth Central, Redtail CRM, Mutual Funds, Investments, Payroll, Accounts Payable
Education
Farmingdale State University of New York 1989 — 1990
Early Childhood Education and Teaching
John H. Glenn HS 1986 — 1989
High School Diploma
Virginia Kwiatkoski Virginia Kwiatkoski's Paine Webber Experience June 1994 - July 1995
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent March 2012 - Present
Mutual of America March 2007 - March 2012
Mutual of America October 2005 - March 2007
First Empire September 2003 - September 2005
MassMutual Financial Group February 2002 - August 2003
Deutsche Bank January 2000 - May 2001
Deutsche Bank May 1997 - December 1999
PaineWebber July 1995 - April 1997
Paine Webber June 1994 - July 1995
Paine Webber April 1989 - June 1994
Skills
Strategic Financial..., Investments, Certified Financial..., Bonds, Asset Management, Finance, Equities, Fixed Income
Education
Hofstra University 1982 — 1986
Bachelor of Business Administration (BBA), International Business
Independent March 2012 - Present
Mutual of America March 2007 - March 2012
Mutual of America October 2005 - March 2007
First Empire September 2003 - September 2005
MassMutual Financial Group February 2002 - August 2003
Deutsche Bank January 2000 - May 2001
Deutsche Bank May 1997 - December 1999
PaineWebber July 1995 - April 1997
Paine Webber June 1994 - July 1995
Paine Webber April 1989 - June 1994
Skills
Strategic Financial..., Investments, Certified Financial..., Bonds, Asset Management, Finance, Equities, Fixed Income
Education
Hofstra University 1982 — 1986
Bachelor of Business Administration (BBA), International Business
Paul Jeffrey's Paine Webber Experience 1994 - 1999
Job Owner, FairviewFinancial, Registered Investment Advisor
Industry Investment Management
Experience
Fairview Financial LLC August 2002 - Present
Wachovia Securities 1999 - 2002
Paine Webber 1994 - 1999
Skills
Investments, Wealth Management, Portfolio Management, Insurance, Investment Advisory, 401k, Financial Services, Finance, Series 7, Investment Strategies, Hedge Funds, Series 63, Retirement Planning, Alternative Investments, Strategic Financial..., Asset Management
Education
Harvard University 1979 — 1983
Bachelor of Arts (BA), Economics
Ridley College - St. Catherines, Ontario 1976 — 1978
High School
Fairview Financial LLC August 2002 - Present
Wachovia Securities 1999 - 2002
Paine Webber 1994 - 1999
Skills
Investments, Wealth Management, Portfolio Management, Insurance, Investment Advisory, 401k, Financial Services, Finance, Series 7, Investment Strategies, Hedge Funds, Series 63, Retirement Planning, Alternative Investments, Strategic Financial..., Asset Management
Education
Harvard University 1979 — 1983
Bachelor of Arts (BA), Economics
Ridley College - St. Catherines, Ontario 1976 — 1978
High School
Jack Brusewitz Jack Brusewitz's Paine Webber Experience August 1989 - June 1991
Job Senior Vice PresidentPublic Finance Banker at Hilliard Lyons
Industry Investment Banking
Experience
Hilliard Lyons January 2013 - Present
Great Lakes Capital Markets, LLC April 2008 - Present
Quarton Partners May 2010 - June 2012
Raleigh Michigan Studios July 2011 - December 2011
Oppenheimer & Co. April 2004 - March 2008
Energy Systems Group October 2001 - April 2004
Paine Webber August 1989 - June 1991
Merrill Lynch September 1984 - August 1989
Skills
Hedging, Series 7, Alternative Investments, Investments, Securities, Series 63, Bonds, Investment Banking, Estate Planning, Retirement Planning, Capital Markets, FINRA, Finance, Banking, Asset Allocation, Portfolio Management, Mutual Funds, Equities, Wealth Management, Investment Strategies, Private Equity, Mergers & Acquisitions, Financial Services, Valuation, Investment Advisory, Fixed Income, Asset Management, Hedge Funds, Financial Advisory, Financial Modeling, Options, Bloomberg, Trading, Structured Finance, Investor Relations, Funding, Due Diligence, Emerging Markets, Derivatives, Venture Capital, Financial Analysis, Corporate Finance, Wealth Management..., Financial Markets, Financial Structuring, Series 24, Loans, Strategic Financial..., Credit Analysis
Education
Eastern Michigan University 1977 — 1982
BBA, Marketing
De La Salle Collegiate High School 1973 — 1977
Hilliard Lyons January 2013 - Present
Great Lakes Capital Markets, LLC April 2008 - Present
Quarton Partners May 2010 - June 2012
Raleigh Michigan Studios July 2011 - December 2011
Oppenheimer & Co. April 2004 - March 2008
Energy Systems Group October 2001 - April 2004
Paine Webber August 1989 - June 1991
Merrill Lynch September 1984 - August 1989
Skills
Hedging, Series 7, Alternative Investments, Investments, Securities, Series 63, Bonds, Investment Banking, Estate Planning, Retirement Planning, Capital Markets, FINRA, Finance, Banking, Asset Allocation, Portfolio Management, Mutual Funds, Equities, Wealth Management, Investment Strategies, Private Equity, Mergers & Acquisitions, Financial Services, Valuation, Investment Advisory, Fixed Income, Asset Management, Hedge Funds, Financial Advisory, Financial Modeling, Options, Bloomberg, Trading, Structured Finance, Investor Relations, Funding, Due Diligence, Emerging Markets, Derivatives, Venture Capital, Financial Analysis, Corporate Finance, Wealth Management..., Financial Markets, Financial Structuring, Series 24, Loans, Strategic Financial..., Credit Analysis
Education
Eastern Michigan University 1977 — 1982
BBA, Marketing
De La Salle Collegiate High School 1973 — 1977
Ronald Glantz's Paine Webber Experience 1973 - 1985
Job Director of Research at Pantera Capital Management
Industry Financial Services
Experience
Pantera Capital Management 2004 - Present
Tiger Management 1997 - 2000
Montgomery Securities 1985 - 1990
Paine Webber 1973 - 1985
Laird, Inc. 1968 - 1973
Booz Allen and Hamlton 1966 - 1968
U.S. Department of the Treasury 1963 - 1964
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Harvard Business School 1964 — 1966
Master of Business Administration (M.B.A.), Finance
The Fletcher School of Law and Diplomacy 1962 — 1963
Master of Arts (MA), International Relations
Harvard University 1958 — 1962
Bachelor of Arts (B.A.), Economics
Baltimore City College 1955 — 1958
Pantera Capital Management 2004 - Present
Tiger Management 1997 - 2000
Montgomery Securities 1985 - 1990
Paine Webber 1973 - 1985
Laird, Inc. 1968 - 1973
Booz Allen and Hamlton 1966 - 1968
U.S. Department of the Treasury 1963 - 1964
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Harvard Business School 1964 — 1966
Master of Business Administration (M.B.A.), Finance
The Fletcher School of Law and Diplomacy 1962 — 1963
Master of Arts (MA), International Relations
Harvard University 1958 — 1962
Bachelor of Arts (B.A.), Economics
Baltimore City College 1955 — 1958
Susan Buencamino Susan Buencamino's Paine Webber Experience 1982 - 1992
Job Executive Assistant at Institutional Venture Partners
Industry Venture Capital & Private Equity
Experience
Institutional Venture Partners (IVP) March 2007 - Present
Silver Lake Partners March 2006 - March 2007
Simpson Thacher & Bartlett LLP October 2001 - March 2006
Venture Law Group 1999 - 2001
Paine Webber 1982 - 1992
Skills
Outlook, PowerPoint, Administrative Support, Word, Excel, Microsoft Office, Event Planning, Venture Capital, Mergers, Research, Billing, Administration, Customer Relations, Scheduling, Social Media, Conferences, Customer Service, Event Management, Private Equity, Office Management, Coordination, Due Diligence, Writing, Accounts Payable, Editing, Teamwork, Calendars, Accounts Receivable, Confidentiality, Spreadsheets, Leadership, Microsoft Word, Travel Arrangements, Invoicing, Microsoft Excel, Administrative..., Marketing, Investments, Process Scheduler, Expenses, Investment Banking, Fundraising, Administrative...
Education
Golden Gate University 1981 — 1982
MBA, Finance
University of the Philippines 1975 — 1979
B.S., Hotel and Restaurant Administration, Top Ten Percent of Graduating Class
Institutional Venture Partners (IVP) March 2007 - Present
Silver Lake Partners March 2006 - March 2007
Simpson Thacher & Bartlett LLP October 2001 - March 2006
Venture Law Group 1999 - 2001
Paine Webber 1982 - 1992
Skills
Outlook, PowerPoint, Administrative Support, Word, Excel, Microsoft Office, Event Planning, Venture Capital, Mergers, Research, Billing, Administration, Customer Relations, Scheduling, Social Media, Conferences, Customer Service, Event Management, Private Equity, Office Management, Coordination, Due Diligence, Writing, Accounts Payable, Editing, Teamwork, Calendars, Accounts Receivable, Confidentiality, Spreadsheets, Leadership, Microsoft Word, Travel Arrangements, Invoicing, Microsoft Excel, Administrative..., Marketing, Investments, Process Scheduler, Expenses, Investment Banking, Fundraising, Administrative...
Education
Golden Gate University 1981 — 1982
MBA, Finance
University of the Philippines 1975 — 1979
B.S., Hotel and Restaurant Administration, Top Ten Percent of Graduating Class
Dan Kole Dan Kole's Paine Webber Experience 1998 - 1999
Job Managing Director at The Besen Group
Industry Investment Management
Experience
The Besen Group September 2013 - Present
SANTANDER INVESTMENT SECURITIES September 2012 - September 2013
Fidelity Investments 2010 - September 2012
Merrill Lynch 2008 - 2010
Wachovia Securities Financial Network 2002 - 2008
Paine Webber 1998 - 1999
Skills
English, Research, Strategic Planning, Budgets, Investments, Portfolio Management, Finance, Financial Planning, Mutual Funds, Business Planning, Management, Training, Bonds, Investment Management, Hedge Funds, Retirement, Fixed Annuities, Small Business, Life Insurance, Asset Management, Investment Properties, Real Estate, Real Estate Transactions, Referrals, Strategic Financial...
Education
Fairleigh Dickinson University
Certified Financial Planner Program
Western Maryland College
Business Finance
The Besen Group September 2013 - Present
SANTANDER INVESTMENT SECURITIES September 2012 - September 2013
Fidelity Investments 2010 - September 2012
Merrill Lynch 2008 - 2010
Wachovia Securities Financial Network 2002 - 2008
Paine Webber 1998 - 1999
Skills
English, Research, Strategic Planning, Budgets, Investments, Portfolio Management, Finance, Financial Planning, Mutual Funds, Business Planning, Management, Training, Bonds, Investment Management, Hedge Funds, Retirement, Fixed Annuities, Small Business, Life Insurance, Asset Management, Investment Properties, Real Estate, Real Estate Transactions, Referrals, Strategic Financial...
Education
Fairleigh Dickinson University
Certified Financial Planner Program
Western Maryland College
Business Finance
Marcus Rivera Marcus Rivera's Paine Webber Experience 1995 - 1997
Job Criminal Investigator, United States Attorney's Office, Eastern District of New York
Industry Law Enforcement
Experience
United States Attorney's Office, Eastern District of New York January 2015 - Present
U.S. Department of Labor, OIG, Labor Racketeering and Fraud Investigations July 2007 - January 2015
U.S. Department of Labor, OIG, Office of Labor Racketeering and Fraud Investigations April 1999 - July 2007
U.S. Department of Labor, Wage and Hour Division May 1997 - April 1999
Paine Webber 1995 - 1997
Skills
Fraud Detection, Criminal Law, Law Enforcement..., Executive Protection, Policy Analysis, Labor Management, Internal Investigations, Evidence-based..., Interrogation, Firearms, Training, Surveillance, Computer Forensics, Traditional Labor Law, Forensic Accounting, Background Checks, Personal Protection, Federal Law Enforcement, Government, Criminology, Enforcement, White Collar Criminal..., Private Investigations, Fraud, Evidence, Criminal Investigations, Federal Law, Homeland Security, Law Enforcement, Policy, Investigation, Criminal Justice
Education
Georgetown University 2007 — 2009
Master's degree, Public Administration
Federal Law Enforcement Training Center 2007 — 2007
Law Enforcement Supervisor Leadership Training Program, Criminal Justice/Police Science
Federal Law Enforcement Training Center 2001 — 2001
Seized Computer Evidence Recovery Specialist Training Program, Cyber/Computer Forensics and Counterterrorism
Fordham University 1990 — 1994
Bachelor of Arts (BA)
Xavier High School 1986 — 1990
United States Attorney's Office, Eastern District of New York January 2015 - Present
U.S. Department of Labor, OIG, Labor Racketeering and Fraud Investigations July 2007 - January 2015
U.S. Department of Labor, OIG, Office of Labor Racketeering and Fraud Investigations April 1999 - July 2007
U.S. Department of Labor, Wage and Hour Division May 1997 - April 1999
Paine Webber 1995 - 1997
Skills
Fraud Detection, Criminal Law, Law Enforcement..., Executive Protection, Policy Analysis, Labor Management, Internal Investigations, Evidence-based..., Interrogation, Firearms, Training, Surveillance, Computer Forensics, Traditional Labor Law, Forensic Accounting, Background Checks, Personal Protection, Federal Law Enforcement, Government, Criminology, Enforcement, White Collar Criminal..., Private Investigations, Fraud, Evidence, Criminal Investigations, Federal Law, Homeland Security, Law Enforcement, Policy, Investigation, Criminal Justice
Education
Georgetown University 2007 — 2009
Master's degree, Public Administration
Federal Law Enforcement Training Center 2007 — 2007
Law Enforcement Supervisor Leadership Training Program, Criminal Justice/Police Science
Federal Law Enforcement Training Center 2001 — 2001
Seized Computer Evidence Recovery Specialist Training Program, Cyber/Computer Forensics and Counterterrorism
Fordham University 1990 — 1994
Bachelor of Arts (BA)
Xavier High School 1986 — 1990
James Reim James Reim's Paine Webber Experience July 1984 - July 1995
Job Senior Financial Advisor at The Investment Center, Inc.
Industry Financial Services
Experience
The Investment Center, Inc. June 2009 - Present
Morgan Stanley July 1995 - April 2009
Paine Webber July 1984 - July 1995
Skills
CFA, Chartered Financial..., Estate Planning, Financial Advisor, Investments, Retirement Planning, Mutual Funds, Retirement, Securities, Finance, Portfolio Management, Financial Advisory, Financial Services, 401k, Fixed Annuities
Education
CFA Intitute and CFA Society of Cleveland
Chartered Financial Analyst, Investments and Securities, received professional designation
Cal State Long Beach 1981 — 1984
BS, Business and Finance
John Carroll University 1976 — 1978
The Investment Center, Inc. June 2009 - Present
Morgan Stanley July 1995 - April 2009
Paine Webber July 1984 - July 1995
Skills
CFA, Chartered Financial..., Estate Planning, Financial Advisor, Investments, Retirement Planning, Mutual Funds, Retirement, Securities, Finance, Portfolio Management, Financial Advisory, Financial Services, 401k, Fixed Annuities
Education
CFA Intitute and CFA Society of Cleveland
Chartered Financial Analyst, Investments and Securities, received professional designation
Cal State Long Beach 1981 — 1984
BS, Business and Finance
John Carroll University 1976 — 1978
Janet Grace Beers Attard, MBA Janet Grace Beers Attard, MBA's Paine Webber Experience July 1998 - March 1999
Job Entrepreneur, Finance, Investment, Law, Author, Proprietor
Industry Investment Management
Experience
Bay Sotheby's International Realty January 2010 - Present
Janet Grace Attard, LLC January 1989 - Present
Interactive Brokers June 2001 - Present
Beauregard Books January 1972 - Present
Makiivka Estate Farm Reserve August 2009 - Present
Roundhill Securities June 1999 - June 2001
UBS Wealth Management August 1998 - June 1999
Paine Webber July 1998 - March 1999
CFS Insurance January 1991 - January 1993
Affiliated Risk Control Coordinators July 1989 - May 1992
Skills
Investments, Asset Allocation, Wealth Management, Residential Homes, Real Estate, Asset Managment, Investment Properties, Portfolio Management, Marketing, Negotiation, Mutual Funds, Financial Analysis, Securities, Investors, Valuation, Selling, Asset Management, Strategic Financial..., Real Estate Transactions, Insurance, Property, Risk Management, Legal Research, Leadership, Professional Malpractice, Medical Malpractice, Medical Writing, Legal Nurse Consulting, Small Business, Strategy, Investment Strategies, Finance, Analysis, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Trials, Entrepreneurship, Personal Injury, Business, Financial Structuring, Executive Management, Foreclosures, Mediation, Real Estate Financing, Funding, Commercial Real Estate, Corporate Law, Real Estate Economics, Brokerage
Education
Northwestern University School of Law 2014 — 2015
Student, American/U.S. Law/Legal Studies/Jurisprudence
Ashford University 2008 — 2010
MBA, Entrepreneurship/Entrepreneurial Studies
Georgetown University 1974 — 1978
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Ridgewood High School 1971 — 1974
Diploma, Architectural And Landscape Design, 12
Ho-Ho-Kus Public School, Ho-Ho-Kus, New Jersey 1961 — 1968
K - 8th grade, Dance and Theatre, Diploma
Golden Gate University, School of Law
American/U.S. Law/Legal Studies/Jurisprudence
Bay Sotheby's International Realty January 2010 - Present
Janet Grace Attard, LLC January 1989 - Present
Interactive Brokers June 2001 - Present
Beauregard Books January 1972 - Present
Makiivka Estate Farm Reserve August 2009 - Present
Roundhill Securities June 1999 - June 2001
UBS Wealth Management August 1998 - June 1999
Paine Webber July 1998 - March 1999
CFS Insurance January 1991 - January 1993
Affiliated Risk Control Coordinators July 1989 - May 1992
Skills
Investments, Asset Allocation, Wealth Management, Residential Homes, Real Estate, Asset Managment, Investment Properties, Portfolio Management, Marketing, Negotiation, Mutual Funds, Financial Analysis, Securities, Investors, Valuation, Selling, Asset Management, Strategic Financial..., Real Estate Transactions, Insurance, Property, Risk Management, Legal Research, Leadership, Professional Malpractice, Medical Malpractice, Medical Writing, Legal Nurse Consulting, Small Business, Strategy, Investment Strategies, Finance, Analysis, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Trials, Entrepreneurship, Personal Injury, Business, Financial Structuring, Executive Management, Foreclosures, Mediation, Real Estate Financing, Funding, Commercial Real Estate, Corporate Law, Real Estate Economics, Brokerage
Education
Northwestern University School of Law 2014 — 2015
Student, American/U.S. Law/Legal Studies/Jurisprudence
Ashford University 2008 — 2010
MBA, Entrepreneurship/Entrepreneurial Studies
Georgetown University 1974 — 1978
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Ridgewood High School 1971 — 1974
Diploma, Architectural And Landscape Design, 12
Ho-Ho-Kus Public School, Ho-Ho-Kus, New Jersey 1961 — 1968
K - 8th grade, Dance and Theatre, Diploma
Golden Gate University, School of Law
American/U.S. Law/Legal Studies/Jurisprudence
Paul FISCHETTI Paul FISCHETTI's Paine Webber Experience 1996 - 2000
Job Managing Director, Retail Services
Industry Real Estate
Experience
Newmark Grubb Knight Frank September 2015 - Present
Protective Asset Solutions December 2010 - Present
Savills Studley September 2014 - September 2015
AXA Equitable 2008 - 2010
Questar Capital 2004 - 2008
Paine Webber 1996 - 2000
US Army 1988 - 1997
Skills
Retirement Planning, Insurance, Fixed Annuities, Commercial Real Estate, Tenant Representation, Office Tenant..., Real Estate License, Real Estate, Corporate Real Estate, Real Estate Transactions, Real Estate Economics, Leadership, Management
Education
United States Army Intelligence School 1989 — 1990
Florida Institute of Technology 1984 — 1988
Aviation Management, Aviation
Newmark Grubb Knight Frank September 2015 - Present
Protective Asset Solutions December 2010 - Present
Savills Studley September 2014 - September 2015
AXA Equitable 2008 - 2010
Questar Capital 2004 - 2008
Paine Webber 1996 - 2000
US Army 1988 - 1997
Skills
Retirement Planning, Insurance, Fixed Annuities, Commercial Real Estate, Tenant Representation, Office Tenant..., Real Estate License, Real Estate, Corporate Real Estate, Real Estate Transactions, Real Estate Economics, Leadership, Management
Education
United States Army Intelligence School 1989 — 1990
Florida Institute of Technology 1984 — 1988
Aviation Management, Aviation
Joanne Hackenburg Joanne Hackenburg's Paine Webber Experience January 1989 - September 1993
Job Wealth Advisor SeaCrest Wealth Management LLC
Industry Financial Services
Experience
SeaCrest Wealth Management February 2009 - Present
SeaCrest Wealth Management February 2009 - Present
Sandgrain Securities September 1993 - February 2009
Paine Webber January 1989 - September 1993
PruBache Sec September 1983 - January 1989
Skills
Series 7, Wealth Management, Asset Allocation, Investments, Retirement Planning, Asset Managment, Portfolio Management, Fixed Income, Securities, Equities, Financial Advisory, Financial Analysis, Asset Management, Retirement, Financial Services
Education
State University of New York College at Potsdam 1976 — 1980
BA, Economics
Iona College 1978 — 1978
Mercy College 1976 — 1977
Business/Marketing
SeaCrest Wealth Management February 2009 - Present
SeaCrest Wealth Management February 2009 - Present
Sandgrain Securities September 1993 - February 2009
Paine Webber January 1989 - September 1993
PruBache Sec September 1983 - January 1989
Skills
Series 7, Wealth Management, Asset Allocation, Investments, Retirement Planning, Asset Managment, Portfolio Management, Fixed Income, Securities, Equities, Financial Advisory, Financial Analysis, Asset Management, Retirement, Financial Services
Education
State University of New York College at Potsdam 1976 — 1980
BA, Economics
Iona College 1978 — 1978
Mercy College 1976 — 1977
Business/Marketing
Beverly Whitney Beverly Whitney's Paine Webber Experience July 1991 - October 2005
Job Realtor
Industry Financial Services
Experience
Keller Williams Realty Boca Raton August 2014 - Present
Paine Webber July 1991 - October 2005
Franklin Templeton Investments October 1987 - June 1991
Manufacturers Hanover Trust May 1985 - October 1987
Paine Webber February 1981 - April 1985
Paine Webber November 1980 - April 1985
Skills
Real Estate Sales..., Residential Mortgages, Economics, Real Estate Economics, Versatile Writer, Marketing, Public Speaking, Public Relations, Gourmet Cook, Event Planning, Leadership Development, Catholic Theology, Church Events
Education
New York Institue of Finance 1981 — 1982
Specialialist, Business, Management, Marketing, and Related Support Services
U.GA 1968 — 1970
Master's degree, Counselor Education/School Counseling and Guidance Services
Duquesne University 1965 — 1968
Bachelor of Arts (B.A.), Psychology
Keller Williams Realty Boca Raton August 2014 - Present
Paine Webber July 1991 - October 2005
Franklin Templeton Investments October 1987 - June 1991
Manufacturers Hanover Trust May 1985 - October 1987
Paine Webber February 1981 - April 1985
Paine Webber November 1980 - April 1985
Skills
Real Estate Sales..., Residential Mortgages, Economics, Real Estate Economics, Versatile Writer, Marketing, Public Speaking, Public Relations, Gourmet Cook, Event Planning, Leadership Development, Catholic Theology, Church Events
Education
New York Institue of Finance 1981 — 1982
Specialialist, Business, Management, Marketing, and Related Support Services
U.GA 1968 — 1970
Master's degree, Counselor Education/School Counseling and Guidance Services
Duquesne University 1965 — 1968
Bachelor of Arts (B.A.), Psychology
Don Hinz Don Hinz's Paine Webber Experience June 1982 - October 1988
Job Certified Health Coach...raising Diabetes & PreDiabetes awareness to help stop the Diabetes epedemic.
Industry Health, Wellness and Fitness
Experience
USANA Health Sciences 1999 - Present
Health Integrity Coaching September 1998 - Present
Paine Webber June 1982 - October 1988
Skills
Wellness, Health, Home Based Business, Nutrition, Wellness Coaching, Fitness, Wellbeing, Supplements, Personal Development, Healthy Lifestyle, Residual Income, Athletes, Personal Training, Skin Care, Weight, Lifestyle, Lifestyle Coaching, Coaching, Nutritional Counseling, Natural Health
Education
Hamline University 1960 — 1961
Education
U.
USANA Health Sciences 1999 - Present
Health Integrity Coaching September 1998 - Present
Paine Webber June 1982 - October 1988
Skills
Wellness, Health, Home Based Business, Nutrition, Wellness Coaching, Fitness, Wellbeing, Supplements, Personal Development, Healthy Lifestyle, Residual Income, Athletes, Personal Training, Skin Care, Weight, Lifestyle, Lifestyle Coaching, Coaching, Nutritional Counseling, Natural Health
Education
Hamline University 1960 — 1961
Education
U.
Brad Saint-Laurent, RA, LEED Brad Saint-Laurent, RA, LEED's Paine Webber Experience October 1986 - March 1988
Job Cladding Concepts International
Industry Construction
Experience
Cladding Concepts International July 2014 - Present
Park Cities Design Development March 2003 - December 2013
Wendover Housing Partners November 2001 - March 2003
Walt Disney Imagineering June 1996 - October 2001
Hodges and Associates July 1995 - May 1996
Graves & Associates Architecture January 1995 - July 1995
Union Bank April 1988 - January 1991
Paine Webber October 1986 - March 1988
United States Marine Corps October 1983 - October 1986
Skills
Building Information..., Multi-family Design &..., Multi-family, Construction Management, Real Estate Development, BIM, Construction, Project Management, SDLC, Mixed-use, Real Estate, Location Intelligence, Land Acquisition, Mergers & Acquisitions, Space planning, Land Development, Property Management, Feasibility Studies, Real Estate Financing, Valuation, Residential Homes, Real Estate Transactions, Disposition, Corporate Real Estate, Interior Design, Commercial Real Estate, Renovation, Apartments, Leases, Acquisitions, Budgets, Entitlements, Green Building, LEED, Facilities Management, Due Diligence, Interior Architecture, Zoning, Investment Properties, Property, Contract Negotiation, LEED AP, Site Planning, Comprehensive Planning, Financial Modeling, Brokerage, Asset Management, Land Use Planning, Negotiation, Architecture
Education
Harvard University 2010 — 2014
Masters of Liberal Arts, Management, Class of 2014
Harvard University Graduate School of Design 2011 — 2012
AMDP, Class of 2012
Texas Tech University 1991 — 1994
Masters of Architecture
The University of Texas at Austin 1981 — 1983
Bachelor of Science, Film
Cladding Concepts International July 2014 - Present
Park Cities Design Development March 2003 - December 2013
Wendover Housing Partners November 2001 - March 2003
Walt Disney Imagineering June 1996 - October 2001
Hodges and Associates July 1995 - May 1996
Graves & Associates Architecture January 1995 - July 1995
Union Bank April 1988 - January 1991
Paine Webber October 1986 - March 1988
United States Marine Corps October 1983 - October 1986
Skills
Building Information..., Multi-family Design &..., Multi-family, Construction Management, Real Estate Development, BIM, Construction, Project Management, SDLC, Mixed-use, Real Estate, Location Intelligence, Land Acquisition, Mergers & Acquisitions, Space planning, Land Development, Property Management, Feasibility Studies, Real Estate Financing, Valuation, Residential Homes, Real Estate Transactions, Disposition, Corporate Real Estate, Interior Design, Commercial Real Estate, Renovation, Apartments, Leases, Acquisitions, Budgets, Entitlements, Green Building, LEED, Facilities Management, Due Diligence, Interior Architecture, Zoning, Investment Properties, Property, Contract Negotiation, LEED AP, Site Planning, Comprehensive Planning, Financial Modeling, Brokerage, Asset Management, Land Use Planning, Negotiation, Architecture
Education
Harvard University 2010 — 2014
Masters of Liberal Arts, Management, Class of 2014
Harvard University Graduate School of Design 2011 — 2012
AMDP, Class of 2012
Texas Tech University 1991 — 1994
Masters of Architecture
The University of Texas at Austin 1981 — 1983
Bachelor of Science, Film
Betty Forbes's Paine Webber Experience May 1978 - December 1997
Job retired Venture Capitalist
Industry Investment Banking
Experience
retired Venture Capitalist December 2013 - Present
Stewart Forbes VC September 1998 - December 2013
Paine Webber May 1978 - December 1997
Skills
Venture Capital, Private Equity, International M&A, Corporate Development, Enterprise Risk..., Operational Excellence, Corporate Finance, Strategic Planning, Business Strategy, Management Consulting, Business Development, Leadership Development
Education
Harvard Business School
Master of Business Administration (MBA), International Finance
retired Venture Capitalist December 2013 - Present
Stewart Forbes VC September 1998 - December 2013
Paine Webber May 1978 - December 1997
Skills
Venture Capital, Private Equity, International M&A, Corporate Development, Enterprise Risk..., Operational Excellence, Corporate Finance, Strategic Planning, Business Strategy, Management Consulting, Business Development, Leadership Development
Education
Harvard Business School
Master of Business Administration (MBA), International Finance
Jason Holowinski Jason Holowinski's Paine Webber Experience December 1993 - August 1994
Job Asst. Vice President investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2008 - Present
A.G. Edwards & Sons, Inc. September 1994 - December 2007
Paine Webber December 1993 - August 1994
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Equities, Strategic Financial..., Fixed Income, Portfolio Management, Financial Modeling, Asset Allocation, Series 63, Securities, Retirement, Financial Analysis, Finance, Investment Management, Financial Planning
Education
Hobart and William Smith Colleges 1989 — 1993
Bachelor of Science (B.S.), Economics
Janney Montgomery Scott January 2008 - Present
A.G. Edwards & Sons, Inc. September 1994 - December 2007
Paine Webber December 1993 - August 1994
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Equities, Strategic Financial..., Fixed Income, Portfolio Management, Financial Modeling, Asset Allocation, Series 63, Securities, Retirement, Financial Analysis, Finance, Investment Management, Financial Planning
Education
Hobart and William Smith Colleges 1989 — 1993
Bachelor of Science (B.S.), Economics
Dennis Dickstein Dennis Dickstein's Paine Webber Experience September 1988 - August 1993
Job Risk Management, Information Security, Business Process and Operations Transformation and Efficiency
Industry Financial Services
Experience
Care for the Homeless September 2014 - Present
Book on operational risk management January 2009 - Present
UBS Wealth Management January 2007 - Present
UBS Wealth Management October 2012 - Present
UBS Wealth Management September 2003 - January 2007
PaineWebber September 1993 - August 2003
Paine Webber September 1988 - August 1993
Salomon Brothers September 1987 - August 1988
Morgan Stanley July 1985 - August 1987
Skills
Operational Risk..., Information Security, Strategic Planning, Risk Management, Enterprise Risk..., Business Continuity, Governance, Business Process, Risk Analysis, Program Management, Data Privacy, Risk Assessment, Financial Risk, Operational Risk, Management, Finance, CISSP, Strategy, Sarbanes-Oxley Act, Business Transformation, Information Security..., ISO 27001, IT Strategy
Education
Harvard University Graduate School of Design
Masters, City Planning
Massachusetts Institute of Technology
Bachelor of Science
Care for the Homeless September 2014 - Present
Book on operational risk management January 2009 - Present
UBS Wealth Management January 2007 - Present
UBS Wealth Management October 2012 - Present
UBS Wealth Management September 2003 - January 2007
PaineWebber September 1993 - August 2003
Paine Webber September 1988 - August 1993
Salomon Brothers September 1987 - August 1988
Morgan Stanley July 1985 - August 1987
Skills
Operational Risk..., Information Security, Strategic Planning, Risk Management, Enterprise Risk..., Business Continuity, Governance, Business Process, Risk Analysis, Program Management, Data Privacy, Risk Assessment, Financial Risk, Operational Risk, Management, Finance, CISSP, Strategy, Sarbanes-Oxley Act, Business Transformation, Information Security..., ISO 27001, IT Strategy
Education
Harvard University Graduate School of Design
Masters, City Planning
Massachusetts Institute of Technology
Bachelor of Science
Eric Yergan Eric Yergan's Paine Webber Experience 1984 - 1994
Job Tax planning and Financial Advisor
Industry Financial Services
Experience
Essex Green Tax Planning & NYC Fast Tax / NJ Fast Tax December 2005 - Present
Mutual of Omaha August 2013 - December 2014
Merrill Lynch December 2011 - December 2012
The Yergan Agency-Allstate Insurance and NYC Fast Tax May 1998 - October 2011
Donaldson, Lufkin & Jenrette 1994 - 1999
Paine Webber 1984 - 1994
Skills
Investments, Strategic Financial..., Finance, Small Business, Financial Services, Securities, Strategy, Tax, Accounting, Sales, Equities, Management, Financial Analysis, Entrepreneurship, Insurance, Wealth Management, Asset Managment, Fixed Income, financial planners, Retirement, Human Resources, Financial Advisory, Diversity & Inclusion, Wealth Management..., Series 7, Series 66, Asset Allocation, Retirement Planning, Marketing, Strategic Planning, Life Insurance, Fixed Annuities, Leadership, Business Development, Financial Planning, Portfolio Management, Asset Management
Education
Harvard Business School 1980 — 1982
MBA, Marketing/Finance, General Management
Marist College 1971 — 1975
BS, Business
Mineola High School 1967 — 1971
Regents
Essex Green Tax Planning & NYC Fast Tax / NJ Fast Tax December 2005 - Present
Mutual of Omaha August 2013 - December 2014
Merrill Lynch December 2011 - December 2012
The Yergan Agency-Allstate Insurance and NYC Fast Tax May 1998 - October 2011
Donaldson, Lufkin & Jenrette 1994 - 1999
Paine Webber 1984 - 1994
Skills
Investments, Strategic Financial..., Finance, Small Business, Financial Services, Securities, Strategy, Tax, Accounting, Sales, Equities, Management, Financial Analysis, Entrepreneurship, Insurance, Wealth Management, Asset Managment, Fixed Income, financial planners, Retirement, Human Resources, Financial Advisory, Diversity & Inclusion, Wealth Management..., Series 7, Series 66, Asset Allocation, Retirement Planning, Marketing, Strategic Planning, Life Insurance, Fixed Annuities, Leadership, Business Development, Financial Planning, Portfolio Management, Asset Management
Education
Harvard Business School 1980 — 1982
MBA, Marketing/Finance, General Management
Marist College 1971 — 1975
BS, Business
Mineola High School 1967 — 1971
Regents
Cindy Wilkie Jordan's Paine Webber Experience 1988 - 1992
Job Account Executive
Industry Apparel & Fashion
Experience
Fit 4 U/Innovative Swim Solutions September 2011 - June 2015
Power Ten Fitness Club April 2007 - August 2011
Spike and Ethel 2003 - 2006
Paine Webber 1988 - 1992
Skills
Organization, Sales, Team Leadership, Team Building, Collections, Constructability, Management, Marketing, Retail, Fashion, Marketing Strategy, Business Development, Account Management, Competitive Analysis, Customer Service, Digital Marketing, Direct Sales, Email Marketing, Forecasting, Inventory Management, Investments, Leadership, Market Research, Merchandising, Negotiation, New Business Development, Online Advertising, Online Marketing, Product Marketing, Real Estate, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Strategic Planning, Advertising, Lead Generation, Customer Satisfaction, Apparel
Education
Florida State University 1981 — 1982
Business
Palm Beach Community College 1979 — 1981
Associate of Arts (AA), Business
Fit 4 U/Innovative Swim Solutions September 2011 - June 2015
Power Ten Fitness Club April 2007 - August 2011
Spike and Ethel 2003 - 2006
Paine Webber 1988 - 1992
Skills
Organization, Sales, Team Leadership, Team Building, Collections, Constructability, Management, Marketing, Retail, Fashion, Marketing Strategy, Business Development, Account Management, Competitive Analysis, Customer Service, Digital Marketing, Direct Sales, Email Marketing, Forecasting, Inventory Management, Investments, Leadership, Market Research, Merchandising, Negotiation, New Business Development, Online Advertising, Online Marketing, Product Marketing, Real Estate, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Strategic Planning, Advertising, Lead Generation, Customer Satisfaction, Apparel
Education
Florida State University 1981 — 1982
Business
Palm Beach Community College 1979 — 1981
Associate of Arts (AA), Business
deborah bloodworth deborah bloodworth's Paine Webber Experience January 1994 - January 1995
Job owner at Act Inc.
Industry Professional Training & Coaching
Experience
Act Inc. January 2000 - Present
Atlanta Apparel Mart January 2000 - January 2008
Gerard Video Incorporated January 1997 - January 1998
Creative Associates January 1996 - January 1997
Nestle Corporation January 1995 - January 1996
Paine Webber January 1994 - January 1995
Skills
Acting, Film, Coaching, Public Speaking, Small Business, Personal Development, Executive Coaching, Leadership Development, Online Marketing, Strategic Planning, Entrepreneur, Team Building, Web Design, Writing, Social Media, Graphic Design, Marketing Strategy, Management Consulting, Customer Relations, SEO, Teaching, Advertising, Social Media Marketing, Public Relations, Event Management, Photography, Negotiation, Mentoring, Start-ups, Business Strategy, Customer Service, New Business Development, Change Management, Health, Wellness, Sales Management, Stress Management, Business Planning, NLP, Organizational..., Entrepreneurship, Event Planning, Social Networking, Non-profits, Copywriting, Talent Booking
Education
Furman University
Bachelor of Applied Science (B.A.Sc.), Psychology
Furman University
BS Psychology BA, Theater / Communications
Act Inc. January 2000 - Present
Atlanta Apparel Mart January 2000 - January 2008
Gerard Video Incorporated January 1997 - January 1998
Creative Associates January 1996 - January 1997
Nestle Corporation January 1995 - January 1996
Paine Webber January 1994 - January 1995
Skills
Acting, Film, Coaching, Public Speaking, Small Business, Personal Development, Executive Coaching, Leadership Development, Online Marketing, Strategic Planning, Entrepreneur, Team Building, Web Design, Writing, Social Media, Graphic Design, Marketing Strategy, Management Consulting, Customer Relations, SEO, Teaching, Advertising, Social Media Marketing, Public Relations, Event Management, Photography, Negotiation, Mentoring, Start-ups, Business Strategy, Customer Service, New Business Development, Change Management, Health, Wellness, Sales Management, Stress Management, Business Planning, NLP, Organizational..., Entrepreneurship, Event Planning, Social Networking, Non-profits, Copywriting, Talent Booking
Education
Furman University
Bachelor of Applied Science (B.A.Sc.), Psychology
Furman University
BS Psychology BA, Theater / Communications
Bobbie Brown Bobbie Brown's Paine Webber Experience January 1985 - January 1987
Job Senior Account Executive at Franklin American Mortgage Company
Industry Financial Services
Experience
Maryland Association of Mortgage Professionals March 2012 - Present
Franklin American Mortgage Company October 2008 - Present
GMAC Mortgage February 2006 - September 2008
Paine Webber January 1985 - January 1987
Salomon Brothers January 1983 - January 1985
Drexel Burnham Lambert September 1980 - January 1983
Skills
Mortgage Banking, Mortgage Lending, Wholesale Lending, USDA, VA loans, FHA, Government Loans, Non-Conforming, Refinance, Residential Mortgages, First Time Home Buyers, Rates, MBS, USDA Rural Housing, Loan Origination, Real Estate, Residential Homes, Reverse Mortgages, Investors, Mortgage Marketing, Referrals, Investment Properties, Mortgage Underwriting, Credit, Credit Analysis, Financial Structuring, Certified Mortgage..., Real Estate Financing, Construction Loans, Real Estate Economics
Education
Duke University 1976 — 1980
A.B., Psychology
Severna Park High School 1974 — 1976
Maryland Association of Mortgage Professionals March 2012 - Present
Franklin American Mortgage Company October 2008 - Present
GMAC Mortgage February 2006 - September 2008
Paine Webber January 1985 - January 1987
Salomon Brothers January 1983 - January 1985
Drexel Burnham Lambert September 1980 - January 1983
Skills
Mortgage Banking, Mortgage Lending, Wholesale Lending, USDA, VA loans, FHA, Government Loans, Non-Conforming, Refinance, Residential Mortgages, First Time Home Buyers, Rates, MBS, USDA Rural Housing, Loan Origination, Real Estate, Residential Homes, Reverse Mortgages, Investors, Mortgage Marketing, Referrals, Investment Properties, Mortgage Underwriting, Credit, Credit Analysis, Financial Structuring, Certified Mortgage..., Real Estate Financing, Construction Loans, Real Estate Economics
Education
Duke University 1976 — 1980
A.B., Psychology
Severna Park High School 1974 — 1976
Rick Latta Rick Latta's Paine Webber Experience May 1994 - June 2000
Job CEO Weston Financial Advisors
Industry Financial Services
Experience
Weston Financial Advisors February 2005 - Present
Nova Southeastern University December 2013 - Present
Nova Southeastern University January 2013 - Present
Financial Services Institute February 2013 - Present
Wachovia Securities Financial Network June 2000 - February 2005
Paine Webber May 1994 - June 2000
Merrill Lynch January 1990 - May 1994
Shearson L. December 1988 - January 1990
Prudential Bache October 1986 - December 1988
Skills
Insurance, Family Office, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation, Strategic Financial..., Fixed Annuities, Series 63, Equities, Portfolio Management, Fixed Income, Securities, Alternative Investments, Investment Strategies, Investment Advisory, Estate Planning, Asset Management, Financial Advisory, Hedge Funds, Options, ETFs, Finance, 401k, Wealth Management..., Retirement, Trading, Capital Markets, Derivatives, Financial Services, Series 65, Series 24, Investment Management, High Net Worth..., Financial Planning
Education
Wharton School of Business
CIMA - Certified Investment Management Analyst, Finance and Financial Management Services
Florida State University
Bachelor of Science (BS), Finance/marketing
Weston Financial Advisors February 2005 - Present
Nova Southeastern University December 2013 - Present
Nova Southeastern University January 2013 - Present
Financial Services Institute February 2013 - Present
Wachovia Securities Financial Network June 2000 - February 2005
Paine Webber May 1994 - June 2000
Merrill Lynch January 1990 - May 1994
Shearson L. December 1988 - January 1990
Prudential Bache October 1986 - December 1988
Skills
Insurance, Family Office, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation, Strategic Financial..., Fixed Annuities, Series 63, Equities, Portfolio Management, Fixed Income, Securities, Alternative Investments, Investment Strategies, Investment Advisory, Estate Planning, Asset Management, Financial Advisory, Hedge Funds, Options, ETFs, Finance, 401k, Wealth Management..., Retirement, Trading, Capital Markets, Derivatives, Financial Services, Series 65, Series 24, Investment Management, High Net Worth..., Financial Planning
Education
Wharton School of Business
CIMA - Certified Investment Management Analyst, Finance and Financial Management Services
Florida State University
Bachelor of Science (BS), Finance/marketing
Sandra Bird-Furgeson Sandra Bird-Furgeson's Paine Webber Experience 1996 - 1999
Job Document Control Manager at The Port Authority of New York & New Jersey
Industry Government Administration
Experience
The Port Authority of New York & New Jersey November 2013 - Present
The Port Authority of New York & New Jersey January 2007 - November 2013
The Port Authority of NY & NJ July 1999 - January 2007
Paine Webber 1996 - 1999
PainWebber 1996 - 1998
Skills
Customer Service, Negotiation, Contract Negotiation, Documentation, Program Management, Excel, Outlook, Microsoft Office, Word, Research, Writing, Problem Solving, Proposal Writing, Contract Management, Software Documentation, Policy, Project Planning, Analysis, Budgets, Project Management, Leadership, Training, Management, Government, Procurement
Education
Fairleigh Dickinson University 1995 — 1995
Certificate of Completion
Franklin College 1987 — 1991
BA
The Port Authority of New York & New Jersey November 2013 - Present
The Port Authority of New York & New Jersey January 2007 - November 2013
The Port Authority of NY & NJ July 1999 - January 2007
Paine Webber 1996 - 1999
PainWebber 1996 - 1998
Skills
Customer Service, Negotiation, Contract Negotiation, Documentation, Program Management, Excel, Outlook, Microsoft Office, Word, Research, Writing, Problem Solving, Proposal Writing, Contract Management, Software Documentation, Policy, Project Planning, Analysis, Budgets, Project Management, Leadership, Training, Management, Government, Procurement
Education
Fairleigh Dickinson University 1995 — 1995
Certificate of Completion
Franklin College 1987 — 1991
BA
George Kanas, CFP®,CRPC® George Kanas, CFP®,CRPC®'s Paine Webber Experience February 1989 - February 1997
Job Senior Vice President Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management February 2012 - Present
Merrill Lynch February 1997 - February 2012
Paine Webber February 1989 - February 1997
Education
Franklin & Marshall College
UBS Wealth Management February 2012 - Present
Merrill Lynch February 1997 - February 2012
Paine Webber February 1989 - February 1997
Education
Franklin & Marshall College
Tom Luby Tom Luby's Paine Webber Experience June 1975 - August 1978
Job Founder and CEO at ClearingBid, Inc.
Industry Investment Banking
Experience
ClearingBid, Inc. September 2008 - Present
Hampton Partners, Inc. August 1994 - January 2014
Morris Township (NJ) Republican Committee June 2008 - June 2012
Delbarton Alumni Association June 1995 - June 1997
Smith Barney 1983 - 1989
New York Stock Exchange, Inc. June 1980 - June 1983
W. H. Morton & Co. September 1978 - June 1979
Paine Webber June 1975 - August 1978
Education
Fairleigh Dickinson University 1972 — 1975
BS, Economics and Finance
Delbarton School 1970 — 1972
High School
ClearingBid, Inc. September 2008 - Present
Hampton Partners, Inc. August 1994 - January 2014
Morris Township (NJ) Republican Committee June 2008 - June 2012
Delbarton Alumni Association June 1995 - June 1997
Smith Barney 1983 - 1989
New York Stock Exchange, Inc. June 1980 - June 1983
W. H. Morton & Co. September 1978 - June 1979
Paine Webber June 1975 - August 1978
Education
Fairleigh Dickinson University 1972 — 1975
BS, Economics and Finance
Delbarton School 1970 — 1972
High School
Debra Grier Debra Grier's Paine Webber Experience January 1991 - April 1994
Job Mission Critical Positions Filled| Financial Advisor Placement | Succession/Continuity | 23 yrs experience
Industry Financial Services
Experience
Turning Point, Inc. January 2015 - Present
DG Consulting Services, LLC October 2013 - Present
NFP Advisor Services Group May 2011 - August 2013
Securities America May 2010 - May 2011
QA3 Financial Corp 2001 - 2010
Securities America, Inc. Member FINRA/SIPC May 1994 - June 2001
Paine Webber January 1991 - April 1994
Skills
Executive Search, Recruiting, Succession Planning, Broker-Dealer, Financial Services, Investment Advisory, Wealth Management, Series 7, Retirement Planning, Investments, Financial Advisory, Securities, Sales Management, Series 63, Alternative Investments, Financial Planning, FINRA, Estate Planning, Retirement, Financial Planners
Education
Evangel University 1982 — 1983
Music
Central Community College/Platte Campus 1980 — 1982
Music
Turning Point, Inc. January 2015 - Present
DG Consulting Services, LLC October 2013 - Present
NFP Advisor Services Group May 2011 - August 2013
Securities America May 2010 - May 2011
QA3 Financial Corp 2001 - 2010
Securities America, Inc. Member FINRA/SIPC May 1994 - June 2001
Paine Webber January 1991 - April 1994
Skills
Executive Search, Recruiting, Succession Planning, Broker-Dealer, Financial Services, Investment Advisory, Wealth Management, Series 7, Retirement Planning, Investments, Financial Advisory, Securities, Sales Management, Series 63, Alternative Investments, Financial Planning, FINRA, Estate Planning, Retirement, Financial Planners
Education
Evangel University 1982 — 1983
Music
Central Community College/Platte Campus 1980 — 1982
Music
Marla S. Smith's Paine Webber Experience 1982 - 1988
Job Berkenkamp Realty Group, Boys & Girls Club of Newark, goods for good, Friends of Hudson River Park
Industry Real Estate
Experience
Berkenkamp Realty Group, LLC January 2013 - Present
Boys and Girls Club of Newark February 2013 - Present
Friends of Hudson River Park July 2013 - Present
goods for good February 2013 - Present
Opportunity Project 1992 - Present
Branch Brook Park Alliance 2008 - Present
Hukkster 2014 - 2014
Newark Police Foundation 2006 - December 2013
The Fidelco Group 1988 - December 2012
Paine Webber 1982 - 1988
Skills
Finance, Private Equity, Real Estate, Real Estate Financing, Real Estate Negotiating, Philanthropy, Transaction Experience, Social Media, Investments, Public Speaking, Marketing, Asset Managment, Non-profits, Strategic Planning, Public Relations, Due Diligence, Real Estate Development, Funding, Community Development, Start-ups, Fundraising, Entrepreneurship, Real Estate Economics, Nonprofits, Asset Management, Real Estate Transactions, Business Development, Commercial Real Estate, Corporate Real Estate, Small Business, Management, Disposition, Strategy, Brokerage, Investment Properties, Negotiation, Policy, Venture Capital, Affordable Housing, Mergers, Grant Writing, Corporate Finance
Education
Harvard University, John F. Kennedy School of Government 1980 — 1982
Masters, City and Regional Planning
New York University 1975 — 1980
Bachelors of Arts, Metropolitan Studies
Berkenkamp Realty Group, LLC January 2013 - Present
Boys and Girls Club of Newark February 2013 - Present
Friends of Hudson River Park July 2013 - Present
goods for good February 2013 - Present
Opportunity Project 1992 - Present
Branch Brook Park Alliance 2008 - Present
Hukkster 2014 - 2014
Newark Police Foundation 2006 - December 2013
The Fidelco Group 1988 - December 2012
Paine Webber 1982 - 1988
Skills
Finance, Private Equity, Real Estate, Real Estate Financing, Real Estate Negotiating, Philanthropy, Transaction Experience, Social Media, Investments, Public Speaking, Marketing, Asset Managment, Non-profits, Strategic Planning, Public Relations, Due Diligence, Real Estate Development, Funding, Community Development, Start-ups, Fundraising, Entrepreneurship, Real Estate Economics, Nonprofits, Asset Management, Real Estate Transactions, Business Development, Commercial Real Estate, Corporate Real Estate, Small Business, Management, Disposition, Strategy, Brokerage, Investment Properties, Negotiation, Policy, Venture Capital, Affordable Housing, Mergers, Grant Writing, Corporate Finance
Education
Harvard University, John F. Kennedy School of Government 1980 — 1982
Masters, City and Regional Planning
New York University 1975 — 1980
Bachelors of Arts, Metropolitan Studies
Geoffrey Gill Geoffrey Gill's Paine Webber Experience January 1981 - November 1987
Job Vice President, UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. August 2010 - Present
Deutsche Bank Alex Brown April 1991 - August 2010
Alex. Brown & Sons 1991 - 2010
Alex. Brown & Sons 1991 - 2010
Pandick Southeast August 1988 - November 1990
Paine Webber January 1981 - November 1987
Education
Emory University - Goizueta Business School 1966 — 1967
MBA, Management
Georgia Institute of Technology - Georgia Tech College of Management 1960 — 1964
BSIM, Industrial Management
UBS Financial Services Inc. August 2010 - Present
Deutsche Bank Alex Brown April 1991 - August 2010
Alex. Brown & Sons 1991 - 2010
Alex. Brown & Sons 1991 - 2010
Pandick Southeast August 1988 - November 1990
Paine Webber January 1981 - November 1987
Education
Emory University - Goizueta Business School 1966 — 1967
MBA, Management
Georgia Institute of Technology - Georgia Tech College of Management 1960 — 1964
BSIM, Industrial Management
Nick Stroemer Nick Stroemer's Paine Webber Experience 2000 - 2001
Job Analyst
Industry Financial Services
Experience
U.S. Bank 2011 - 2011
HCA 2009 - 2010
Pace Global Energy Services 2004 - 2005
Booz Allen Hamilton 2004 - 2004
Paine Webber 2000 - 2001
Education
Tulane University Law School 2006 — 2009
J.D.
The University of Hong Kong 2007 — 2008
Summer and Semester Abroad
Georgetown University 2000 — 2003
B.S., Finance & International Business
Universiteit Antwerpen 2001 — 2001
Summer abroad
University of Florida 1998 — 2000
A.A.
MBAI 1999 — 1999
semester study abroad
Universiteit Utrecht 1999 — 1999
Summer Abroad
U.S. Bank 2011 - 2011
HCA 2009 - 2010
Pace Global Energy Services 2004 - 2005
Booz Allen Hamilton 2004 - 2004
Paine Webber 2000 - 2001
Education
Tulane University Law School 2006 — 2009
J.D.
The University of Hong Kong 2007 — 2008
Summer and Semester Abroad
Georgetown University 2000 — 2003
B.S., Finance & International Business
Universiteit Antwerpen 2001 — 2001
Summer abroad
University of Florida 1998 — 2000
A.A.
MBAI 1999 — 1999
semester study abroad
Universiteit Utrecht 1999 — 1999
Summer Abroad
Kevin Barney Kevin Barney's Paine Webber Experience January 1988 - October 1989
Job Vice President of Sales and Marketing at Folderwave, Inc.
Industry Education Management
Experience
Folderwave, Inc. August 2014 - Present
ConnectEDU September 2010 - May 2014
Tuition Management Systems, Warwick, Rhode Island August 2002 - June 2010
American Achievement Corporation July 1990 - August 2002
Paine Webber January 1988 - October 1989
Skills
Sales Management, Marketing Management, Conceptual Sales, Customer Relations, Market Planning, Business Development, Sales, Salesforce.com, Selling, Lead Generation, Customer Service, Marketing Strategy, New Business Development, Solution Selling, Email Marketing, Strategy, Direct Sales, Integrated Marketing, Process Improvement, Sales Operations, Business Strategy, Strategic Partnerships, Budgets, Leadership, Marketing, Customer Retention, Social Media Marketing, Sales Process, Recruiting, Team Building, Product Management, B2B, Management, Account Management, SaaS, Strategic Planning, CRM, Start-ups, Competitive Analysis, Cold Calling
Education
Drew University 1979 — 1983
BA, Economics, Political Science
Wayland High School 1976 — 1979
Folderwave, Inc. August 2014 - Present
ConnectEDU September 2010 - May 2014
Tuition Management Systems, Warwick, Rhode Island August 2002 - June 2010
American Achievement Corporation July 1990 - August 2002
Paine Webber January 1988 - October 1989
Skills
Sales Management, Marketing Management, Conceptual Sales, Customer Relations, Market Planning, Business Development, Sales, Salesforce.com, Selling, Lead Generation, Customer Service, Marketing Strategy, New Business Development, Solution Selling, Email Marketing, Strategy, Direct Sales, Integrated Marketing, Process Improvement, Sales Operations, Business Strategy, Strategic Partnerships, Budgets, Leadership, Marketing, Customer Retention, Social Media Marketing, Sales Process, Recruiting, Team Building, Product Management, B2B, Management, Account Management, SaaS, Strategic Planning, CRM, Start-ups, Competitive Analysis, Cold Calling
Education
Drew University 1979 — 1983
BA, Economics, Political Science
Wayland High School 1976 — 1979
Carter Sweet's Paine Webber Experience November 1999 - April 2001
Job Principal Broker at The Peralta Company
Industry Real Estate
Experience
The Short Sale Group / The Peralta Company June 2014 - Present
The Short Sale Group / Diamond Bay Realty May 2012 - June 2014
Better Homes and Gardens Mason-McDuffie January 2010 - May 2012
BCW Inc. July 2003 - April 2009
WM Financial Services April 2001 - October 2002
Paine Webber November 1999 - April 2001
Golden Gate Harley-Davidson 1996 - 1998
Harley-Davidson Nice Côte d'Azur 1995 - 1995
Skills
Foreclosures, Short Sales, Home, Real Estate, probate, Investment Properties, Rental Real Estate, HUD, Property, Real Estate Financing, FHA, Residential Homes, Sellers, Real Estate Transactions, Referrals, Mortgage Banking, Real Property, Mortgage Lending, Buyer Representation, REO, SFR
Education
San Francisco State University, College of Business 1996 — 1998
MBA, Business
Kansai Gaidai University 1987 — 1988
Business, Language, Foreign Studies Program
Sarah Lawrence College 1984 — 1988
BA, Liberal Arts
The Short Sale Group / The Peralta Company June 2014 - Present
The Short Sale Group / Diamond Bay Realty May 2012 - June 2014
Better Homes and Gardens Mason-McDuffie January 2010 - May 2012
BCW Inc. July 2003 - April 2009
WM Financial Services April 2001 - October 2002
Paine Webber November 1999 - April 2001
Golden Gate Harley-Davidson 1996 - 1998
Harley-Davidson Nice Côte d'Azur 1995 - 1995
Skills
Foreclosures, Short Sales, Home, Real Estate, probate, Investment Properties, Rental Real Estate, HUD, Property, Real Estate Financing, FHA, Residential Homes, Sellers, Real Estate Transactions, Referrals, Mortgage Banking, Real Property, Mortgage Lending, Buyer Representation, REO, SFR
Education
San Francisco State University, College of Business 1996 — 1998
MBA, Business
Kansai Gaidai University 1987 — 1988
Business, Language, Foreign Studies Program
Sarah Lawrence College 1984 — 1988
BA, Liberal Arts
Bennett Weiss's Paine Webber Experience 1985 - 1986
Job Sales Engineer at Zonatherm Products Inc.
Industry Financial Services
Experience
Zonatherm Products Inc. July 2012 - Present
Bennett Weiss Trading 1996 - 2011
JY Inc./MPH Inc. 1988 - 1996
Harlem Globetrotters 1986 - 1988
Lentz Contract Management 1984 - 1987
Paine Webber 1985 - 1986
Tom Cronin 1985 - 1985
MCA-FMI 1984 - 1984
Skills
Financial Analysis, Investments, New Business Development, Strategic Planning, Portfolio Management
Education
John Carroll University 1980 — 1984
B.S., Business Administration
Japanese Candlestick Seminars 2002 — 2010
Steidlmayer Software Seminars 2001 — 2010
Zonatherm Products Inc. July 2012 - Present
Bennett Weiss Trading 1996 - 2011
JY Inc./MPH Inc. 1988 - 1996
Harlem Globetrotters 1986 - 1988
Lentz Contract Management 1984 - 1987
Paine Webber 1985 - 1986
Tom Cronin 1985 - 1985
MCA-FMI 1984 - 1984
Skills
Financial Analysis, Investments, New Business Development, Strategic Planning, Portfolio Management
Education
John Carroll University 1980 — 1984
B.S., Business Administration
Japanese Candlestick Seminars 2002 — 2010
Steidlmayer Software Seminars 2001 — 2010
Jo Ann Sacco Jo Ann Sacco's Paine Webber Experience 1996 - 1999
Job Licensed Sales Professional at Julia B Fee
Industry Real Estate
Experience
Julia B. Fee Sotheby's International Realty February 2012 - Present
While "U" R Away, LLC September 2009 - Present
Weichert August 2009 - February 2012
Harrison Central School District September 2009 - May 2011
Harrison Central School District September 2006 - June 2009
Harrison Central School District September 2004 - June 2006
Paine Webber 1996 - 1999
Kidder Peabody 1986 - 1996
Skills
Real Estate, Sellers, Property Management, Residential, Relocation, Residential Homes, Luxury, Single Family Homes, Management, Investment Properties, New Home Sales, Sales, Investors, Selling, First Time Home Buyers, Real Estate Transactions
Education
Hofstra University 1987 — 1989
MBA, Finance
Hofstra University 1981 — 1985
BBA, BCIS
Julia B. Fee Sotheby's International Realty February 2012 - Present
While "U" R Away, LLC September 2009 - Present
Weichert August 2009 - February 2012
Harrison Central School District September 2009 - May 2011
Harrison Central School District September 2006 - June 2009
Harrison Central School District September 2004 - June 2006
Paine Webber 1996 - 1999
Kidder Peabody 1986 - 1996
Skills
Real Estate, Sellers, Property Management, Residential, Relocation, Residential Homes, Luxury, Single Family Homes, Management, Investment Properties, New Home Sales, Sales, Investors, Selling, First Time Home Buyers, Real Estate Transactions
Education
Hofstra University 1987 — 1989
MBA, Finance
Hofstra University 1981 — 1985
BBA, BCIS
Steven M. Green Steven M. Green's Paine Webber Experience March 1972 - October 1979
Job Law Firm of Steven M. Green
Industry Law Practice
Experience
E Investment Adviser.com LLC November 1999 - Present
Old Mission Realty October 1998 - Present
Steven M. Green Law Firm October 1979 - Present
Pomona College December 1979 - September 1982
Paine Webber March 1972 - October 1979
Inland Steel Chicago Illinois July 1970 - March 1972
Baxter Travenol Laboritories January 1968 - September 1968
Skills
Estate Planning, Real Estate, Trusts, Business Transactions, Business, Sales, Mediation, Commercial Litigation, Appeals, Wills, Legal Writing, Litigation, Arbitration, Finance, Trials, Real Estate Transactions, Family Law, Alternative Dispute..., Investments, Legal Research, Civil Litigation, Business Litigation, Criminal Defense, Employment Law, Courts, Dispute, Real Property, Dispute Resolution, Corporate Law, Legal Assistance, Class Actions, Torts, Legal Issues, Securities Regulation, Criminal Law
Education
San Diego State Extension Graduate School 2012 — 2012
Cllient Financial Planning Certificate
University of San Diego School of Graduate and Continuing Education 1999 — 2000
Certificate in International Business, International Business
Thomas Jefferson School of Law 1974 — 1977
JD Degree, Law
De Paul University Chicago 1971 — 1971
Accounting
Drake University 1969 — 1970
Masters in Business Administration, Business
Drake University 1963 — 1968
BA, Science
E Investment Adviser.com LLC November 1999 - Present
Old Mission Realty October 1998 - Present
Steven M. Green Law Firm October 1979 - Present
Pomona College December 1979 - September 1982
Paine Webber March 1972 - October 1979
Inland Steel Chicago Illinois July 1970 - March 1972
Baxter Travenol Laboritories January 1968 - September 1968
Skills
Estate Planning, Real Estate, Trusts, Business Transactions, Business, Sales, Mediation, Commercial Litigation, Appeals, Wills, Legal Writing, Litigation, Arbitration, Finance, Trials, Real Estate Transactions, Family Law, Alternative Dispute..., Investments, Legal Research, Civil Litigation, Business Litigation, Criminal Defense, Employment Law, Courts, Dispute, Real Property, Dispute Resolution, Corporate Law, Legal Assistance, Class Actions, Torts, Legal Issues, Securities Regulation, Criminal Law
Education
San Diego State Extension Graduate School 2012 — 2012
Cllient Financial Planning Certificate
University of San Diego School of Graduate and Continuing Education 1999 — 2000
Certificate in International Business, International Business
Thomas Jefferson School of Law 1974 — 1977
JD Degree, Law
De Paul University Chicago 1971 — 1971
Accounting
Drake University 1969 — 1970
Masters in Business Administration, Business
Drake University 1963 — 1968
BA, Science
Scott Heath, MBA, CFP Scott Heath, MBA, CFP's Paine Webber Experience 1991 - 1995
Job President of Heath Capital Management
Industry Financial Services
Experience
RSC May 2010 - Present
Heath Capital Management 1995 - Present
BOSSdev May 2007 - August 2009
BOSSdev 2007 - 2008
BOSSdev 2006 - 2007
BOSSdev 2004 - 2006
Paine Webber 1991 - 1995
Skills
Integrated Marketing, Online Advertising, Digital Marketing, Strategic Partnerships, Lead Generation, CRM, Competitive Analysis, Direct Marketing, Strategy, Business Development, Entrepreneurship, Marketing, Working Capital...
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1991
MBA
Hope College 1985 — 1989
BA, Business
RSC May 2010 - Present
Heath Capital Management 1995 - Present
BOSSdev May 2007 - August 2009
BOSSdev 2007 - 2008
BOSSdev 2006 - 2007
BOSSdev 2004 - 2006
Paine Webber 1991 - 1995
Skills
Integrated Marketing, Online Advertising, Digital Marketing, Strategic Partnerships, Lead Generation, CRM, Competitive Analysis, Direct Marketing, Strategy, Business Development, Entrepreneurship, Marketing, Working Capital...
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1991
MBA
Hope College 1985 — 1989
BA, Business
Raushanah Rodgers Raushanah Rodgers's Paine Webber Experience 1999 - 2000
Job Trial Attorney NC, VA, NY licensed
Industry Law Practice
Experience
NC AOC April 2015 - Present
The Law Offices of Raushanah F. Rodgers April 2008 - Present
Boston Public Schools September 2002 - September 2004
NYC Department of Education September 2000 - August 2002
Paine Webber 1999 - 2000
Skills
Criminal Defense Lawyer, Civil Defense, Domestic Violence..., Domestic Violence..., Child Custody..., Drivers License..., Traffic Lawyer, Absolute Divorce, Small Claims..., Misdemeanor Appeals, Probation Violation..., Domestic Violence..., Eviction Representation, Limited Drivers..., DMV Hearings, Incompetency Proceedings, Juvenile Court..., Contract Drafting, Contract Review, Misdemeanors, Felonies, Business Law Matters..., Small Claims, Driving License, Legal Writing, Appeals, Contract Management, Hearings, Commercial Litigation, Public Speaking, Criminal Law, Criminal Defense, Litigation, Civil Litigation, Government, Personal Injury, Mediation, Trial Practice, Legal Research, Immigration Law, Wrongful Death, Courts, Personal Injury..., Westlaw, Legal Assistance, Arbitration, Legal Issues, Trials, Family Law, Civil Rights
Education
North Carolina Central University School of Law 2004 — 2007
JD, Law
Fayetteville State University 1996 — 1999
Bachelor's degree, Economics and Finance
NC AOC April 2015 - Present
The Law Offices of Raushanah F. Rodgers April 2008 - Present
Boston Public Schools September 2002 - September 2004
NYC Department of Education September 2000 - August 2002
Paine Webber 1999 - 2000
Skills
Criminal Defense Lawyer, Civil Defense, Domestic Violence..., Domestic Violence..., Child Custody..., Drivers License..., Traffic Lawyer, Absolute Divorce, Small Claims..., Misdemeanor Appeals, Probation Violation..., Domestic Violence..., Eviction Representation, Limited Drivers..., DMV Hearings, Incompetency Proceedings, Juvenile Court..., Contract Drafting, Contract Review, Misdemeanors, Felonies, Business Law Matters..., Small Claims, Driving License, Legal Writing, Appeals, Contract Management, Hearings, Commercial Litigation, Public Speaking, Criminal Law, Criminal Defense, Litigation, Civil Litigation, Government, Personal Injury, Mediation, Trial Practice, Legal Research, Immigration Law, Wrongful Death, Courts, Personal Injury..., Westlaw, Legal Assistance, Arbitration, Legal Issues, Trials, Family Law, Civil Rights
Education
North Carolina Central University School of Law 2004 — 2007
JD, Law
Fayetteville State University 1996 — 1999
Bachelor's degree, Economics and Finance
Jeffrey Chernoff Jeffrey Chernoff's Paine Webber Experience 1984 - 1986
Job Investment Banking/Business Financing
Industry Financial Services
Experience
WEST LANE CAPITAL GROUP January 2006 - Present
JP Morgan October 2000 - October 2004
Allianz 1999 - 2000
BlackRock 1996 - 1998
Eaton Vance February 1989 - July 1996
Delaware Investments, a member of the Macquarie Group 1986 - 1988
paine Webber 1984 - 1986
Skills
Private Equity, Investments, Asset Managment, Investment Banking, Start-ups, Capital, Private Placements, Venture Capital, Alternative Investments, IPO, Capital Raising, Investment Strategies, Asset Management, Mutual Funds, Hedge Funds, Equities, Corporate Development, Investor Relations, Valuation, Investment Management, Capital Markets, Funding, Due Diligence, Series 7, Finance, Management, Portfolio Management, Securities, Series 63, Financial Services, Asset Allocation, Wealth Management, Strategic Planning, Sales, Financial Planning, Fixed Income
Education
Ithaca College 1975 — 1977
BS/BBA/BFA, Business Administration/ Management andLabor Law, 3.4 - Cum Laude
Ithaca College 1974 — 1977
business/fine arts
WEST LANE CAPITAL GROUP January 2006 - Present
JP Morgan October 2000 - October 2004
Allianz 1999 - 2000
BlackRock 1996 - 1998
Eaton Vance February 1989 - July 1996
Delaware Investments, a member of the Macquarie Group 1986 - 1988
paine Webber 1984 - 1986
Skills
Private Equity, Investments, Asset Managment, Investment Banking, Start-ups, Capital, Private Placements, Venture Capital, Alternative Investments, IPO, Capital Raising, Investment Strategies, Asset Management, Mutual Funds, Hedge Funds, Equities, Corporate Development, Investor Relations, Valuation, Investment Management, Capital Markets, Funding, Due Diligence, Series 7, Finance, Management, Portfolio Management, Securities, Series 63, Financial Services, Asset Allocation, Wealth Management, Strategic Planning, Sales, Financial Planning, Fixed Income
Education
Ithaca College 1975 — 1977
BS/BBA/BFA, Business Administration/ Management andLabor Law, 3.4 - Cum Laude
Ithaca College 1974 — 1977
business/fine arts
Kristin LaLima Kristin LaLima's Paine Webber Experience 1992 - 1994
Job Executive Director at The NPD Group
Industry Market Research
Experience
The NPD Group, Inc. October 2009 - Present
The NPD Group, Inc. October 2007 - September 2009
The NPD Group, Inc. October 2005 - September 2007
The NPD Group, Inc. January 1998 - September 2005
The NPD Group, Inc. August 1994 - September 1997
Paine Webber 1992 - 1994
Skills
Data Analysis, Client Service, Analytics, Operational Excellence, Cross-functional Team..., Leading People, Project Execution, Operations Management, Marketing Research, Cross-functional..., People Management, Navigator, Project Management, Management, Leadership, Change Management, Customer Insight, Budgets, Start-ups, Strategy, Competitive Analysis, Market Research, Market Analysis
Education
Hofstra University 1997 — 2002
Master of Business Administration, Information Technology
Hofstra University
MBA in Information Technology, Marketing, Psycholgy
The NPD Group, Inc. October 2009 - Present
The NPD Group, Inc. October 2007 - September 2009
The NPD Group, Inc. October 2005 - September 2007
The NPD Group, Inc. January 1998 - September 2005
The NPD Group, Inc. August 1994 - September 1997
Paine Webber 1992 - 1994
Skills
Data Analysis, Client Service, Analytics, Operational Excellence, Cross-functional Team..., Leading People, Project Execution, Operations Management, Marketing Research, Cross-functional..., People Management, Navigator, Project Management, Management, Leadership, Change Management, Customer Insight, Budgets, Start-ups, Strategy, Competitive Analysis, Market Research, Market Analysis
Education
Hofstra University 1997 — 2002
Master of Business Administration, Information Technology
Hofstra University
MBA in Information Technology, Marketing, Psycholgy
Mary Christine Moy's Paine Webber Experience September 1996 - May 2000
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
First Fax October 2004 - June 2005
Prudential Financial October 2000 - July 2004
Donaldson, Lufkin & Jenrette May 2000 - October 2000
Paine Webber September 1996 - May 2000
Alex Brown & Sons June 1995 - May 1996
Skills
Series 7, Series 63, Series 55, Foreign Languages, Investment Banking, Fixed Income, Capital Markets, Equities, Securities, ETFs, Equity Trading, Trading Systems, Bloomberg, Equity Derivatives, Options, Trading, Financial Markets, Bloomberg Terminal, Trading Strategies, Wealth Management..., Market Data, Financial Services, Back Office, Electronic Trading, FINRA, Investments, Equity Research, Alternative Investments, Hedge Funds, Derivatives, Wealth Management
Education
Canisius College 1990 — 1995
Bachelor of Science (BS), Political Science and Government/ Pre-Law
Jinan University 1991 — 1992
Mandarin & Cantonese Language
Morgan Stanley June 2005 - Present
First Fax October 2004 - June 2005
Prudential Financial October 2000 - July 2004
Donaldson, Lufkin & Jenrette May 2000 - October 2000
Paine Webber September 1996 - May 2000
Alex Brown & Sons June 1995 - May 1996
Skills
Series 7, Series 63, Series 55, Foreign Languages, Investment Banking, Fixed Income, Capital Markets, Equities, Securities, ETFs, Equity Trading, Trading Systems, Bloomberg, Equity Derivatives, Options, Trading, Financial Markets, Bloomberg Terminal, Trading Strategies, Wealth Management..., Market Data, Financial Services, Back Office, Electronic Trading, FINRA, Investments, Equity Research, Alternative Investments, Hedge Funds, Derivatives, Wealth Management
Education
Canisius College 1990 — 1995
Bachelor of Science (BS), Political Science and Government/ Pre-Law
Jinan University 1991 — 1992
Mandarin & Cantonese Language
Raymond Richey's Paine Webber Experience May 1994 - July 2000
Job Owner, Rich Retirement Solutions LLC
Industry Financial Services
Experience
Rich Retirement Solutions LLC September 2008 - Present
UBS Wealth Management July 2000 - August 2008
Paine Webber May 1994 - July 2000
Dean Witter Reynolds April 1984 - May 1994
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Management Consulting, Sales Management, Team Building, Management, Business Development
Education
Indiana University Bloomington 1966 — 1970
Business Administration and Management, General
Austin Peay State University
Computer Programming
Rich Retirement Solutions LLC September 2008 - Present
UBS Wealth Management July 2000 - August 2008
Paine Webber May 1994 - July 2000
Dean Witter Reynolds April 1984 - May 1994
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Management Consulting, Sales Management, Team Building, Management, Business Development
Education
Indiana University Bloomington 1966 — 1970
Business Administration and Management, General
Austin Peay State University
Computer Programming
Cheryl Woodring (Pickard)'s Paine Webber Experience 1997 - 1998
Job Sr. Registered Client Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services Inc. April 2014 - Present
RBC Wealth Management 2009 - April 2014
UBS February 1996 - May 2009
Paine Webber 1997 - 1998
Prudential life insurance July 1989 - February 1996
Education
Glendale Community College 1987 — 1989
UBS Financial Services Inc. April 2014 - Present
RBC Wealth Management 2009 - April 2014
UBS February 1996 - May 2009
Paine Webber 1997 - 1998
Prudential life insurance July 1989 - February 1996
Education
Glendale Community College 1987 — 1989
Joseph Birkofer CFP™ Joseph Birkofer CFP™'s Paine Webber Experience November 1995 - June 1996
Job Partner at Legacy Asset Management
Industry Investment Management
Experience
Legacy Asset Management August 1998 - Present
Post Oak Capital Advisors June 1996 - August 1998
Paine Webber November 1995 - June 1996
Texas Commerce Bank June 1991 - November 1995
Skills
Asset Allocation, Retirement Planning, Investment Selection, Financial Planning, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1991
MBA, Business
Georgetown University 1979 — 1983
B.S.F.S., International Politics
University of Houston 1994 — 1995
CFP™, Certified Financial Planner
Chaminade High School 1975 — 1979
Legacy Asset Management August 1998 - Present
Post Oak Capital Advisors June 1996 - August 1998
Paine Webber November 1995 - June 1996
Texas Commerce Bank June 1991 - November 1995
Skills
Asset Allocation, Retirement Planning, Investment Selection, Financial Planning, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1991
MBA, Business
Georgetown University 1979 — 1983
B.S.F.S., International Politics
University of Houston 1994 — 1995
CFP™, Certified Financial Planner
Chaminade High School 1975 — 1979
Ed Tiryakian's Paine Webber Experience January 1989 - September 2005
Job Managing Director
Industry Investment Banking
Experience
Duke University August 2010 - Present
Argentum Group March 2004 - Present
Paine Webber January 1989 - September 2005
UBS 1990 - 2005
Skills
Competitive Analysis, Asset Managment, Corporate Finance, Strategic Planning, Investments, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Securities, Market Research, Fixed Income, Equity Research, Capital Markets, Equities, Finance, Venture Capital, Private Equity, Mergers
Education
Duke University - The Fuqua School of Business 2003 — 2004
Master of Business Administration (MBA), Accounting and Finance, 3.7
Duke University 1978 — 1982
BA, Economics and Russian, Dean's List
Durham Academy
Duke University August 2010 - Present
Argentum Group March 2004 - Present
Paine Webber January 1989 - September 2005
UBS 1990 - 2005
Skills
Competitive Analysis, Asset Managment, Corporate Finance, Strategic Planning, Investments, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Securities, Market Research, Fixed Income, Equity Research, Capital Markets, Equities, Finance, Venture Capital, Private Equity, Mergers
Education
Duke University - The Fuqua School of Business 2003 — 2004
Master of Business Administration (MBA), Accounting and Finance, 3.7
Duke University 1978 — 1982
BA, Economics and Russian, Dean's List
Durham Academy
John Anastasia John Anastasia's Paine Webber Experience April 1986 - March 1989
Job Senior Vice President Investment Officer..................... at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2008 - Present
Merrill Lynch / Advest November 2000 - February 2008
AG Edwards April 1989 - November 2000
Paine Webber April 1986 - March 1989
Skills
Investments, Asset Allocation, Mutual Funds, Financial Advisory, Wealth Management, Series 7, Retirement Planning, Series 63, Portfolio Management, Finance, Securities, Equities, Investment Strategies, Investment Advisory, Strategic Planning
Education
Florida Southern College 1980 — 1984
BS, Finance
Wells Fargo Advisors February 2008 - Present
Merrill Lynch / Advest November 2000 - February 2008
AG Edwards April 1989 - November 2000
Paine Webber April 1986 - March 1989
Skills
Investments, Asset Allocation, Mutual Funds, Financial Advisory, Wealth Management, Series 7, Retirement Planning, Series 63, Portfolio Management, Finance, Securities, Equities, Investment Strategies, Investment Advisory, Strategic Planning
Education
Florida Southern College 1980 — 1984
BS, Finance
Katherine Shuman Katherine Shuman's Paine Webber Experience January 1994 - January 1995
Job Senior Vice President at Assessment Technologies Institute
Industry Hospital & Health Care
Experience
Assessment Technologies Institute October 2013 - Present
B. E. Smith April 2010 - October 2013
LifeWatch November 2008 - December 2009
Correlagen Diagnostics, Inc April 2008 - November 2008
Cerner Corporation 2007 - 2008
Cerner Corporation 2006 2006 - 2007
Cerner Corporation 2001 - 2006
Cerner Corporation 1999 - 2001
Saint Luke's Health System January 1997 - January 1999
Paine Webber January 1994 - January 1995
Skills
Strategy, CRM, Business Planning, Strategic Planning, Leadership, Marketing Strategy, Management, Healthcare Management, Process Improvement, Sales, Healthcare Consulting, Healthcare Information..., EMR, Management Consulting, EHR, Sales Operations, Sales Management, Executive Management, Team Building, Hospitals, Healthcare, HIPAA
Education
Georgia State University 1997 — 1999
MHA, MBA, Health Care Administration
University of Alabama 1992 — 1994
BS, Management, Business Administration
Vanderbilt University 1990 — 1992
BS - Business Administration
Assessment Technologies Institute October 2013 - Present
B. E. Smith April 2010 - October 2013
LifeWatch November 2008 - December 2009
Correlagen Diagnostics, Inc April 2008 - November 2008
Cerner Corporation 2007 - 2008
Cerner Corporation 2006 2006 - 2007
Cerner Corporation 2001 - 2006
Cerner Corporation 1999 - 2001
Saint Luke's Health System January 1997 - January 1999
Paine Webber January 1994 - January 1995
Skills
Strategy, CRM, Business Planning, Strategic Planning, Leadership, Marketing Strategy, Management, Healthcare Management, Process Improvement, Sales, Healthcare Consulting, Healthcare Information..., EMR, Management Consulting, EHR, Sales Operations, Sales Management, Executive Management, Team Building, Hospitals, Healthcare, HIPAA
Education
Georgia State University 1997 — 1999
MHA, MBA, Health Care Administration
University of Alabama 1992 — 1994
BS, Management, Business Administration
Vanderbilt University 1990 — 1992
BS - Business Administration
Nadezda Korn's Paine Webber Experience January 1995 - January 2002
Job PMO Consultant (Axelon) at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Scivantage March 2014 - May 2015
Wipro January 2014 - February 2014
BNY Mellon May 2012 - December 2013
Financial Application Development - Software and Proccess February 2012 - May 2012
Morgan Stanley Wealth Management September 2007 - February 2012
UBS Wealth Management January 2002 - September 2007
Paine Webber January 1995 - January 2002
Skills
Fixed Income, Wealth Management, Equities, Portfolio Management, Securities, Options, Process Improvement, Business Analysis, Vendor Management, Customer Relations, Alternative Investments, Analysis, Program Management, Visio, SDLC, Asset Management, Prime Brokerage, Team Building, Offshoring, Excel, Java, Coaching, Enterprise Architecture, Budgeting, Application Development, Software Project..., Problem Solving, Cost Basis: Retention,..., Software Development, Data Warehousing, Project Management, Management, DB2, Budgets, Risk Management, Trading Systems, Financial Services, Requirements Gathering, Project Portfolio..., Market Data, Business Requirements, Requirements Analysis, Microsoft Excel, Production Support
Education
Fordham University - Graduate School of Business Administration 1985 — 1989
master, Information & Communication systems
Morgan Stanley August 2015 - Present
Scivantage March 2014 - May 2015
Wipro January 2014 - February 2014
BNY Mellon May 2012 - December 2013
Financial Application Development - Software and Proccess February 2012 - May 2012
Morgan Stanley Wealth Management September 2007 - February 2012
UBS Wealth Management January 2002 - September 2007
Paine Webber January 1995 - January 2002
Skills
Fixed Income, Wealth Management, Equities, Portfolio Management, Securities, Options, Process Improvement, Business Analysis, Vendor Management, Customer Relations, Alternative Investments, Analysis, Program Management, Visio, SDLC, Asset Management, Prime Brokerage, Team Building, Offshoring, Excel, Java, Coaching, Enterprise Architecture, Budgeting, Application Development, Software Project..., Problem Solving, Cost Basis: Retention,..., Software Development, Data Warehousing, Project Management, Management, DB2, Budgets, Risk Management, Trading Systems, Financial Services, Requirements Gathering, Project Portfolio..., Market Data, Business Requirements, Requirements Analysis, Microsoft Excel, Production Support
Education
Fordham University - Graduate School of Business Administration 1985 — 1989
master, Information & Communication systems
Posie Constable Posie Constable's Paine Webber Experience February 1984 - December 1987
Job Director, Clean Heat Finance at New York City Energy Efficiency Corporation (NYCEEC)
Industry Renewables & Environment
Experience
NYCEEC March 2012 - Present
Posie Constable Consulting January 2009 - March 2012
Merrill Lynch 1988 - 2008
Prudential Funding, Newark New Jersey February 1988 - August 1988
Paine Webber February 1984 - December 1987
J. Henry Schroder Bank 1979 - 1984
Skills
Renewable Energy, Analysis, Business Development, Cleantech, Energy, Energy Efficiency, Entrepreneurship, Finance, Financial Modeling, Leadership, Management, Portfolio Management, Project Management, Research, Start-ups, Strategic Planning, Strategy, Sustainability, Team Building, Trading, Due Diligence, Marketing
Education
JumpStartNYC at the Levin Institute-SUNY 2010 — 2010
Green Finance
Fordham Gabelli School of Business 1985 — 1988
MBA Finance, Finance, International Business
Konan University 1978 — 1979
Asian Studies
University of Colorado Boulder 1975 — 1979
BA, Asian Studies
Punahou School 1965 — 1975
NYCEEC March 2012 - Present
Posie Constable Consulting January 2009 - March 2012
Merrill Lynch 1988 - 2008
Prudential Funding, Newark New Jersey February 1988 - August 1988
Paine Webber February 1984 - December 1987
J. Henry Schroder Bank 1979 - 1984
Skills
Renewable Energy, Analysis, Business Development, Cleantech, Energy, Energy Efficiency, Entrepreneurship, Finance, Financial Modeling, Leadership, Management, Portfolio Management, Project Management, Research, Start-ups, Strategic Planning, Strategy, Sustainability, Team Building, Trading, Due Diligence, Marketing
Education
JumpStartNYC at the Levin Institute-SUNY 2010 — 2010
Green Finance
Fordham Gabelli School of Business 1985 — 1988
MBA Finance, Finance, International Business
Konan University 1978 — 1979
Asian Studies
University of Colorado Boulder 1975 — 1979
BA, Asian Studies
Punahou School 1965 — 1975
Ron Gruber's Paine Webber Experience April 1993 - December 1995
Job Vice President CItizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services December 1996 - Present
A.G. Edwards December 1995 - December 1996
Paine Webber April 1993 - December 1995
Skills
Asset Managment, Fixed Annuities, Strategic Financial..., Series 7, Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Series 63, Portfolio Management, Retirement Planning, Investments, 401k, Securities, Fixed Income, Financial Analysis, Series 24, Series 65, Estate Planning, Multi-generational..., Licensed Life Insurance..., Retail Banking, Financial Planning, Mergers, Alternative Investments, Asset Management, FINRA, High Net Worth..., Life Insurance
Education
Fairleigh Dickinson University 1982 — 1985
MBA, FINANCE, 3.7
Queen's College 1975 — 1979
Bachelor of Arts (B.A.), Accounting, 3.0
Citizens Investment Services December 1996 - Present
A.G. Edwards December 1995 - December 1996
Paine Webber April 1993 - December 1995
Skills
Asset Managment, Fixed Annuities, Strategic Financial..., Series 7, Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Series 63, Portfolio Management, Retirement Planning, Investments, 401k, Securities, Fixed Income, Financial Analysis, Series 24, Series 65, Estate Planning, Multi-generational..., Licensed Life Insurance..., Retail Banking, Financial Planning, Mergers, Alternative Investments, Asset Management, FINRA, High Net Worth..., Life Insurance
Education
Fairleigh Dickinson University 1982 — 1985
MBA, FINANCE, 3.7
Queen's College 1975 — 1979
Bachelor of Arts (B.A.), Accounting, 3.0
William Ellington's Paine Webber Experience March 1981 - January 2001
Job Managing Member at XChange Financial Access (XFA)
Industry Financial Services
Experience
X-Change Financial Access (XFA) July 2003 - Present
Illinois Mentoring Partnership October 2012 - February 2014
CX Capital Markets January 2009 - June 2013
UBS Investment Bank January 2001 - July 2003
Paine Webber March 1981 - January 2001
Skills
Electronic Trading, Options, Derivatives, Equities, Trading Systems, Equity Derivatives, Securities, FINRA, Series 63, Proprietary Trading, Series 7, ETFs, Investments, Equity Trading, Trading, Hedging, Commodity, International..., International Business, Executive Financial..., Stock Trading, Securities Market
Education
Elmhurst College 1995 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
Montini Higjh school 1973 — 1977
X-Change Financial Access (XFA) July 2003 - Present
Illinois Mentoring Partnership October 2012 - February 2014
CX Capital Markets January 2009 - June 2013
UBS Investment Bank January 2001 - July 2003
Paine Webber March 1981 - January 2001
Skills
Electronic Trading, Options, Derivatives, Equities, Trading Systems, Equity Derivatives, Securities, FINRA, Series 63, Proprietary Trading, Series 7, ETFs, Investments, Equity Trading, Trading, Hedging, Commodity, International..., International Business, Executive Financial..., Stock Trading, Securities Market
Education
Elmhurst College 1995 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
Montini Higjh school 1973 — 1977
William Crothers's Paine Webber Experience March 1985 - February 1993
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2005 - Present
Smith Barney February 1993 - April 2005
Paine Webber March 1985 - February 1993
Skills
Series 7, Portfolio Management, Wealth Management, Investments, Mutual Funds, Retirement
Education
Harvard University 1959 — 1963
BA, Economics
Morgan Stanley April 2005 - Present
Smith Barney February 1993 - April 2005
Paine Webber March 1985 - February 1993
Skills
Series 7, Portfolio Management, Wealth Management, Investments, Mutual Funds, Retirement
Education
Harvard University 1959 — 1963
BA, Economics
Jessica Brooks Jessica Brooks's Paine Webber Experience 1992 - 1994
Job Fitness Professional
Industry Health, Wellness and Fitness
Experience
Gold Medal Fitness April 2012 - Present
Breathe Fitness Studio September 2011 - March 2012
RWJ Rahway Fitness & Wellness Center 2009 - 2011
CGS - contracted to Fuji Film 2004 - 2004
Bloomberg LP 2001 - 2004
Credit Suisse 2000 - 2001
Goldman Sachs - contracted through Tiger Management Systems 2000 - 2000
Instinet Incorporated 1999 - 2000
PaineWebber 1995 - 1999
Paine Webber 1992 - 1994
Skills
Social Media, Wellness, Customer Service
Education
Fordham University 1998 — 2001
Master of Science (M.S.), Human Resources Education
Lafayette College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Poly Prep Country Day School
HIgh School
Gold Medal Fitness April 2012 - Present
Breathe Fitness Studio September 2011 - March 2012
RWJ Rahway Fitness & Wellness Center 2009 - 2011
CGS - contracted to Fuji Film 2004 - 2004
Bloomberg LP 2001 - 2004
Credit Suisse 2000 - 2001
Goldman Sachs - contracted through Tiger Management Systems 2000 - 2000
Instinet Incorporated 1999 - 2000
PaineWebber 1995 - 1999
Paine Webber 1992 - 1994
Skills
Social Media, Wellness, Customer Service
Education
Fordham University 1998 — 2001
Master of Science (M.S.), Human Resources Education
Lafayette College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Poly Prep Country Day School
HIgh School
Robert Klotz, PMP's Paine Webber Experience 1985 - 1988
Job IT Project Manager Pharmacy Technology Systems at ESI
Industry Information Technology and Services
Experience
Express Scripts February 2013 - Present
PMI-New Jersey Chapter 2013 - 2015
New York Life Insurance Company through July, 2012 December 1989 - July 2012
Shearson Lehman Brokerage 1989 - 1989
Paine Webber 1985 - 1988
Skills
Business Analysis, IT Management, SharePoint, Visio, IT Strategy, Business Continuity..., Requirements Analysis, Business Intelligence, Business Continuity, Process Improvement, Risk Management, SDLC, Problem Solving, PMO, MS Project, Project Planning, Project Coordination, Project Delivery, Project Finance, Agile Project Management, Project Management, Managing Remote Teams, Functional..., Systems Analysis, Software Design, Flow Charts, Life Insurance, Variable Annuities, Fixed Annuities, Agency Systems, Retirement Systems, Commission Systems, Management, Leadership, Strategy, Databases, Software Development, Security, Testing, Project Portfolio..., Information Technology, PMP, Vendor Management
Education
New York University, Stern School of Business 1983 — 1988
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.3
Chubb Institute 1980 — 1980
Programming Certification, Computer and Information Sciences and Support Services, Above Average
Hofstra University 1974 — 1979
Bachelor of Arts (B.A.), Biochemistry and Molecular Biology, 3.5
Express Scripts February 2013 - Present
PMI-New Jersey Chapter 2013 - 2015
New York Life Insurance Company through July, 2012 December 1989 - July 2012
Shearson Lehman Brokerage 1989 - 1989
Paine Webber 1985 - 1988
Skills
Business Analysis, IT Management, SharePoint, Visio, IT Strategy, Business Continuity..., Requirements Analysis, Business Intelligence, Business Continuity, Process Improvement, Risk Management, SDLC, Problem Solving, PMO, MS Project, Project Planning, Project Coordination, Project Delivery, Project Finance, Agile Project Management, Project Management, Managing Remote Teams, Functional..., Systems Analysis, Software Design, Flow Charts, Life Insurance, Variable Annuities, Fixed Annuities, Agency Systems, Retirement Systems, Commission Systems, Management, Leadership, Strategy, Databases, Software Development, Security, Testing, Project Portfolio..., Information Technology, PMP, Vendor Management
Education
New York University, Stern School of Business 1983 — 1988
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.3
Chubb Institute 1980 — 1980
Programming Certification, Computer and Information Sciences and Support Services, Above Average
Hofstra University 1974 — 1979
Bachelor of Arts (B.A.), Biochemistry and Molecular Biology, 3.5
Paul M. Gottlieb Paul M. Gottlieb's Paine Webber Experience 1998 - 2001
Job COO | CAO | General Counsel | Regulatory Affairs & Compliance
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation 2011 - October 2014
Cleary Gottlieb Steen & Hamilton LLP 2008 - 2010
RBC Capital Markets Corporation 2001 - 2008
Paine Webber 1998 - 2001
Seward & Kissel LLP 1992 - 1996
Skadden Arps 1989 - 1992
Morgan Stanley 1987 - 1989
Chicago Mercantile Exchange 1983 - 1987
Chicago Board of Trade 1981 - 1982
Skills
Capital Markets, Securities, Derivatives, Risk Management, Fixed Income, Structured Products, Credit Derivatives, Energy, Corporate Governance, Equities, Governance, Finance, Financial Structuring, Budgets, Financial Services, Credit, Private Equity, Due Diligence, Banking, Alternative Investments, Mergers & Acquisitions, Commodity, FX Options, Equity Derivatives, Structured Finance, Corporate Law, Settlement, Trading, Securitization, Financial Regulation, AML, Hedge Funds, Trading Systems, Financial Modeling, Management, Financial Markets, Portfolio Management, Asset Managment, Financial Risk, Investments, Operations Management, Emerging Markets, Valuation, Bonds, Mergers, Compliance, Budgeting
Education
Washington University in St. Louis - Olin Business School
MBA
Washington University in St. Louis School of Law
JD
Hobart and William Smith Colleges
BA, Economics and Art HIstory
The Depository Trust & Clearing Corporation 2011 - October 2014
Cleary Gottlieb Steen & Hamilton LLP 2008 - 2010
RBC Capital Markets Corporation 2001 - 2008
Paine Webber 1998 - 2001
Seward & Kissel LLP 1992 - 1996
Skadden Arps 1989 - 1992
Morgan Stanley 1987 - 1989
Chicago Mercantile Exchange 1983 - 1987
Chicago Board of Trade 1981 - 1982
Skills
Capital Markets, Securities, Derivatives, Risk Management, Fixed Income, Structured Products, Credit Derivatives, Energy, Corporate Governance, Equities, Governance, Finance, Financial Structuring, Budgets, Financial Services, Credit, Private Equity, Due Diligence, Banking, Alternative Investments, Mergers & Acquisitions, Commodity, FX Options, Equity Derivatives, Structured Finance, Corporate Law, Settlement, Trading, Securitization, Financial Regulation, AML, Hedge Funds, Trading Systems, Financial Modeling, Management, Financial Markets, Portfolio Management, Asset Managment, Financial Risk, Investments, Operations Management, Emerging Markets, Valuation, Bonds, Mergers, Compliance, Budgeting
Education
Washington University in St. Louis - Olin Business School
MBA
Washington University in St. Louis School of Law
JD
Hobart and William Smith Colleges
BA, Economics and Art HIstory
Stanley Lee, CFA Stanley Lee, CFA's Paine Webber Experience 1989 - 1992
Job Neuberger Berman Portfolio Manager Senior VP
Industry Financial Services
Experience
Neuberger Berman September 2008 - Present
The Maritime Aquarium at Norwalk July 2012 - Present
CFA Institute 2005 - 2011
NYSSA 2001 - 2011
David J. Greene and Company September 1992 - September 2008
Paine Webber 1989 - 1992
Drexel Burnham Lambert 1984 - 1989
Skills
Alternative Investments, Investment Strategies, Asset Managment, Fixed Income, Portfolio Management, Equities, Investments, Asset Allocation, Equity Research, Bloomberg, Series 7, Bonds, Mutual Funds, Hedge Funds, Capital Markets, Securities, Investment Management, Finance, Investment Banking, Asset Management, Wealth Management, Investment Advisory, Valuation, Financial Modeling
Education
Ithaca College 1980 — 1984
BS, Business Management/ Econ minor
Rye Country Day School 1979 — 1980
Scarsdale HS 1977 — 1978
Neuberger Berman September 2008 - Present
The Maritime Aquarium at Norwalk July 2012 - Present
CFA Institute 2005 - 2011
NYSSA 2001 - 2011
David J. Greene and Company September 1992 - September 2008
Paine Webber 1989 - 1992
Drexel Burnham Lambert 1984 - 1989
Skills
Alternative Investments, Investment Strategies, Asset Managment, Fixed Income, Portfolio Management, Equities, Investments, Asset Allocation, Equity Research, Bloomberg, Series 7, Bonds, Mutual Funds, Hedge Funds, Capital Markets, Securities, Investment Management, Finance, Investment Banking, Asset Management, Wealth Management, Investment Advisory, Valuation, Financial Modeling
Education
Ithaca College 1980 — 1984
BS, Business Management/ Econ minor
Rye Country Day School 1979 — 1980
Scarsdale HS 1977 — 1978
Denise Poorman Denise Poorman's Paine Webber Experience March 1998 - February 1999
Job Chef/Owner at Carlisle Culinary Creations, LLC
Industry Food & Beverages
Experience
Carlisle Culinary Creations, LLC June 2010 - Present
GOLDMAN SACHS & CO February 1999 - November 2008
Paine Webber March 1998 - February 1999
ARAMARK April 1997 - March 1998
Prudential Financial November 1992 - March 1996
Education
The Restaurant School @ Walnut Hill College 1995 — 1998
Associates Degree in a Specialized Technology, Culinary Arts
Drexel University - LeBow College of Business 1986 — 1991
Bachelor of Science, Marketing
American Italy Society
Carlisle Culinary Creations, LLC June 2010 - Present
GOLDMAN SACHS & CO February 1999 - November 2008
Paine Webber March 1998 - February 1999
ARAMARK April 1997 - March 1998
Prudential Financial November 1992 - March 1996
Education
The Restaurant School @ Walnut Hill College 1995 — 1998
Associates Degree in a Specialized Technology, Culinary Arts
Drexel University - LeBow College of Business 1986 — 1991
Bachelor of Science, Marketing
American Italy Society
Marellen Aherne Marellen Aherne's Paine Webber Experience 1979 - 1994
Job President, M.J. Aherne & Associates, LLC, Organizational Consultant & Executive Coach
Industry Professional Training & Coaching
Experience
M.J. Aherne & Associates, LLC December 1999 - December 2014
Georgetown University 2008 - December 2012
Manchester, Inc. 1994 - 2000
Paine Webber 1979 - 1994
Skills
Executive Coaching, Coaching, Leadership Development, Leadership
Education
Fielding Graduate University 2006 — 2008
Doctoral Student, Human and Organizational Developement
Fielding Graduate University 2006 — 2007
Certificate, Dialogue, Deliberation, and Public Engagement
Georgetown University 2001 — 2002
Certificate, Leadership and Executive Coaching
University of Minnesota-Twin Cities 1969 — 1974
MA, Theatre Arts
M.J. Aherne & Associates, LLC December 1999 - December 2014
Georgetown University 2008 - December 2012
Manchester, Inc. 1994 - 2000
Paine Webber 1979 - 1994
Skills
Executive Coaching, Coaching, Leadership Development, Leadership
Education
Fielding Graduate University 2006 — 2008
Doctoral Student, Human and Organizational Developement
Fielding Graduate University 2006 — 2007
Certificate, Dialogue, Deliberation, and Public Engagement
Georgetown University 2001 — 2002
Certificate, Leadership and Executive Coaching
University of Minnesota-Twin Cities 1969 — 1974
MA, Theatre Arts
Diana Donato-Katz Diana Donato-Katz's Paine Webber Experience November 1994 - February 1997
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America December 2004 - Present
JPMorgan Chase April 2003 - December 2004
Gruntal & Co. Inc February 1997 - August 2002
Paine Webber November 1994 - February 1997
Smith Barney August 1993 - November 1994
Shearson December 1986 - August 1993
Shearson Lehman Brothers 1986 - 1993
General Electric 1980 - 1985
Education
Fairfield University 1976 — 1980
BS, Mathematics
Bank of America December 2004 - Present
JPMorgan Chase April 2003 - December 2004
Gruntal & Co. Inc February 1997 - August 2002
Paine Webber November 1994 - February 1997
Smith Barney August 1993 - November 1994
Shearson December 1986 - August 1993
Shearson Lehman Brothers 1986 - 1993
General Electric 1980 - 1985
Education
Fairfield University 1976 — 1980
BS, Mathematics
Jerry Jacobs Jr. Jerry Jacobs Jr.'s Paine Webber Experience June 1985 - May 1987
Job CoCEO at Delaware North, global hospitality and food service companies
Industry Hospitality
Experience
Delaware North January 2015 - Present
Boston Bruins 2000 - Present
Department of Commerce U.S. Travel and Tourism Advisory Board April 2014 - Present
Delaware North Companies January 2001 - January 2015
Delaware North Companies 1995 - 2001
Delaware North Companies 1989 - 1995
Paine Webber June 1985 - May 1987
Skills
Hospitality Management, Hospitality, Corporate Governance, Sports Management, Mergers & Acquisitions, Business Strategy, Sports Marketing, Strategic Financial..., Emerging Markets, Brand Development..., Financial Analysis
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Business Administration and Management, General
Georgetown University
Bachelor of Arts (B.A.)
Delaware North January 2015 - Present
Boston Bruins 2000 - Present
Department of Commerce U.S. Travel and Tourism Advisory Board April 2014 - Present
Delaware North Companies January 2001 - January 2015
Delaware North Companies 1995 - 2001
Delaware North Companies 1989 - 1995
Paine Webber June 1985 - May 1987
Skills
Hospitality Management, Hospitality, Corporate Governance, Sports Management, Mergers & Acquisitions, Business Strategy, Sports Marketing, Strategic Financial..., Emerging Markets, Brand Development..., Financial Analysis
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Business Administration and Management, General
Georgetown University
Bachelor of Arts (B.A.)
Phillip Falco's Paine Webber Experience 1985 - 1992
Job Assistant Manager at Enterprise RentACar
Industry Consumer Services
Experience
Enterprise Rent-A-Car February 2015 - Present
Enterprise Rent-A-Car December 2014 - Present
Enterprise Rent-A-Car May 2014 - Present
Maritime Rowing Club September 2012 - May 2014
Enterprise Rent-A-Car June 2013 - August 2013
JAG Physical Therapy May 2012 - August 2012
Vector Marketing December 2011 - May 2012
Paine Webber 1985 - 1992
Paine Webber 1985 - 1992
Skills
Coaching, Athletics, Rowing, Microsoft Office, Sales, Marketing, Communication Ethics, Boating, Lifeguarding, Cpr Certified, First Aid, Volunteering, Public Speaking, Data Analysis, Architectural Drawings, Hugs
Education
Fairfield University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Don Bosco Preparatory High School 2006 — 2010
Enterprise Rent-A-Car February 2015 - Present
Enterprise Rent-A-Car December 2014 - Present
Enterprise Rent-A-Car May 2014 - Present
Maritime Rowing Club September 2012 - May 2014
Enterprise Rent-A-Car June 2013 - August 2013
JAG Physical Therapy May 2012 - August 2012
Vector Marketing December 2011 - May 2012
Paine Webber 1985 - 1992
Paine Webber 1985 - 1992
Skills
Coaching, Athletics, Rowing, Microsoft Office, Sales, Marketing, Communication Ethics, Boating, Lifeguarding, Cpr Certified, First Aid, Volunteering, Public Speaking, Data Analysis, Architectural Drawings, Hugs
Education
Fairfield University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Don Bosco Preparatory High School 2006 — 2010
Michael Butler's Paine Webber Experience June 2000 - October 2002
Job Senior Director at Broadridge Financial Solutions,Inc.
Industry Financial Services
Experience
Broadridge Financial Solutions January 2013 - Present
Q7 Pro Tax Solutions November 2012 - Present
JP Morgan March 2008 - November 2012
Bear Stearns May 2006 - March 2008
J&W Seligman October 2002 - November 2005
Paine Webber June 2000 - October 2002
Merrill Lynch November 1997 - June 2000
AllianceBernstein October 1995 - November 1997
Skills
Hedge Funds, Building Relationships, Mutual Funds, Entrepreneurship, Sales, Marketing, Public Speaking, Real Estate Investor, Creative Solutions, Contract Negotiation, New Business Development, Relationship Management, Salesforce.com, Prime Brokerage, Derivatives, Territory..., Consultative Sales..., Asset Allocation, Series 7, Series 63, Alternative Investments, Equity Derivatives, Scalable Process..., Banking, Fixed Income, Financial Services, Equities, Securities, Capital Markets, Financial Risk, Investment Banking, Portfolio Management, Investment Strategies, Trading Systems, Credit Derivatives, Structured Products, Finance, Trading, Swaps, Venture Capital
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Nutley High School 1986 — 1990
Broadridge Financial Solutions January 2013 - Present
Q7 Pro Tax Solutions November 2012 - Present
JP Morgan March 2008 - November 2012
Bear Stearns May 2006 - March 2008
J&W Seligman October 2002 - November 2005
Paine Webber June 2000 - October 2002
Merrill Lynch November 1997 - June 2000
AllianceBernstein October 1995 - November 1997
Skills
Hedge Funds, Building Relationships, Mutual Funds, Entrepreneurship, Sales, Marketing, Public Speaking, Real Estate Investor, Creative Solutions, Contract Negotiation, New Business Development, Relationship Management, Salesforce.com, Prime Brokerage, Derivatives, Territory..., Consultative Sales..., Asset Allocation, Series 7, Series 63, Alternative Investments, Equity Derivatives, Scalable Process..., Banking, Fixed Income, Financial Services, Equities, Securities, Capital Markets, Financial Risk, Investment Banking, Portfolio Management, Investment Strategies, Trading Systems, Credit Derivatives, Structured Products, Finance, Trading, Swaps, Venture Capital
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Nutley High School 1986 — 1990
Harry Pappas Jr. CFP® Harry Pappas Jr. CFP®'s Paine Webber Experience 1985 - 1987
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Pappas Wealth Management Group of Wells Fargo Advisors LLC May 2004 - Present
Smith Barney 1987 - 2004
Paine Webber 1985 - 1987
Skills
Personal Finance, Finance, IRAs, Investments, Financial Services, Financial Advisory, Management, 401k, Risk Management, Mutual Funds, Investment Strategies, Retirement Planning, Portfolio Analysis, Roth IRA, Employee Benefits
Education
Florida State University 1981 — 1982
Burgettstown High School 1973 — 1978
Pappas Wealth Management Group of Wells Fargo Advisors LLC May 2004 - Present
Smith Barney 1987 - 2004
Paine Webber 1985 - 1987
Skills
Personal Finance, Finance, IRAs, Investments, Financial Services, Financial Advisory, Management, 401k, Risk Management, Mutual Funds, Investment Strategies, Retirement Planning, Portfolio Analysis, Roth IRA, Employee Benefits
Education
Florida State University 1981 — 1982
Burgettstown High School 1973 — 1978
Howard Conklin Howard Conklin's Paine Webber Experience June 1972 - June 1974
Job attorney
Industry Law Practice
Experience
Self-employed January 2000 - Present
AutoNation January 1998 - January 2000
Alamo Rent A Car January 1996 - January 1998
Trip Scott Conklin and Smith November 1974 - January 1996
Unites States Air Force August 1964 - December 1995
Paine Webber June 1972 - June 1974
Trans World Airlines January 1970 - June 1972
Education
Fordham Law School 1971 — 1974
Doctor of Law (J.D.), Law
Syracuse University 1969 — 1970
Master of Business Administration (M.B.A.), Marketing
Fairleigh Dickinson University 1961 — 1964
Bachelor's degree, Business/Psychology
New York University, Stern School of Business
PH, D courses only, Economics/ advertising
Self-employed January 2000 - Present
AutoNation January 1998 - January 2000
Alamo Rent A Car January 1996 - January 1998
Trip Scott Conklin and Smith November 1974 - January 1996
Unites States Air Force August 1964 - December 1995
Paine Webber June 1972 - June 1974
Trans World Airlines January 1970 - June 1972
Education
Fordham Law School 1971 — 1974
Doctor of Law (J.D.), Law
Syracuse University 1969 — 1970
Master of Business Administration (M.B.A.), Marketing
Fairleigh Dickinson University 1961 — 1964
Bachelor's degree, Business/Psychology
New York University, Stern School of Business
PH, D courses only, Economics/ advertising
Galina Margulis Galina Margulis's Paine Webber Experience May 2008 - November 2008
Job Business Analyst at Express Scripts
Industry Information Technology and Services
Experience
Express Scripts March 2009 - May 2015
UBS Wealth Management November 1998 - December 2008
Paine Webber May 2008 - November 2008
IBM December 1997 - April 1998
Blue Cross Blue Shield, NJ September 1997 - December 1997
Skills
SDLC, Business Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Visio, DB2, User Acceptance Testing, Systems Analysis, Software Projects, Software Documentation, SQL, Data Warehousing, Agile Methodologies, IBM Mainframe, Enterprise Architecture, Production Support, Data Modeling, IT Strategy, Financial Services, Business Process, Agile Project Management, RUP, Project Delivery, SharePoint, COBOL, CICS, JCL, VSAM, TSO, PowerPoint, MS Project, Mainframe, Training, Microsoft Office, Microsoft Excel, Sales, Leadership, Management, Microsoft Word, Research
Education
Globe Institute of Technology
Computer Programming and System Design
Express Scripts March 2009 - May 2015
UBS Wealth Management November 1998 - December 2008
Paine Webber May 2008 - November 2008
IBM December 1997 - April 1998
Blue Cross Blue Shield, NJ September 1997 - December 1997
Skills
SDLC, Business Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Visio, DB2, User Acceptance Testing, Systems Analysis, Software Projects, Software Documentation, SQL, Data Warehousing, Agile Methodologies, IBM Mainframe, Enterprise Architecture, Production Support, Data Modeling, IT Strategy, Financial Services, Business Process, Agile Project Management, RUP, Project Delivery, SharePoint, COBOL, CICS, JCL, VSAM, TSO, PowerPoint, MS Project, Mainframe, Training, Microsoft Office, Microsoft Excel, Sales, Leadership, Management, Microsoft Word, Research
Education
Globe Institute of Technology
Computer Programming and System Design
David Fry David Fry's Paine Webber Experience 1978 - 1982
Job Founder & Publisher of ETF Digest and author of the new series, "The Best ETFs"
Industry Investment Management
Experience
ETF Digest 1999 - Present
JWH Investment Management (JWHIMI) 1997 - 1999
Fry Financial Services 1989 - 1997
Shearson Lehman Bros. 1982 - 1988
Paine Webber 1978 - 1982
Donald Sheldon & Company 1975 - 1978
Skills
ETFs, Hedge Funds, Options, Series 63, Bonds, FINRA, Asset Allocation, Portfolio Management, Fixed Income, Stock Market, Fund Of Funds, Alternative Investments, Asset Managment, Valuation, Currency, Institutional..., Series 24, Trading Systems, Private Equity, Investment Advisory, Equities, Investments, Financial Services, Equity Derivatives, Trading, Technical Analysis, Equity Trading, Institutional Investors, Online Marketing, Investment Management, Mutual Funds, Investment Strategies, Institutional, Commodity, Securities, Financial Markets, Series 7, Hedging, Corporate Finance, Equity Research, Asset Management, Funding, Stocks, Emerging Markets, Foreign Exchange, Investor Relations, Commodity Markets, Structured Products
Education
Drake University
BS, Marketing/Marketing Management, General
ETF Digest 1999 - Present
JWH Investment Management (JWHIMI) 1997 - 1999
Fry Financial Services 1989 - 1997
Shearson Lehman Bros. 1982 - 1988
Paine Webber 1978 - 1982
Donald Sheldon & Company 1975 - 1978
Skills
ETFs, Hedge Funds, Options, Series 63, Bonds, FINRA, Asset Allocation, Portfolio Management, Fixed Income, Stock Market, Fund Of Funds, Alternative Investments, Asset Managment, Valuation, Currency, Institutional..., Series 24, Trading Systems, Private Equity, Investment Advisory, Equities, Investments, Financial Services, Equity Derivatives, Trading, Technical Analysis, Equity Trading, Institutional Investors, Online Marketing, Investment Management, Mutual Funds, Investment Strategies, Institutional, Commodity, Securities, Financial Markets, Series 7, Hedging, Corporate Finance, Equity Research, Asset Management, Funding, Stocks, Emerging Markets, Foreign Exchange, Investor Relations, Commodity Markets, Structured Products
Education
Drake University
BS, Marketing/Marketing Management, General
Ed Mulcahey's Paine Webber Experience 1986 - 1988
Job Senior Account Manager at Ferrellgas
Industry Oil & Energy
Experience
Ferrellgas July 1988 - Present
New Jersey Propane Gas Association December 2013 - Present
Paine Webber 1986 - 1988
National Starch & Chemical 1984 - 1986
Skills
Sales Management, Sales, Account Management, New Business Development, Contract Negotiation, Leadership, Strategic Planning, Team Building, Operations Management, Management, Negotiation, Sales Process, Sales Operations, Direct Sales, Pricing, Budgets
Education
Indiana University Bloomington 1977 — 1981
BS, Education
Ferrellgas July 1988 - Present
New Jersey Propane Gas Association December 2013 - Present
Paine Webber 1986 - 1988
National Starch & Chemical 1984 - 1986
Skills
Sales Management, Sales, Account Management, New Business Development, Contract Negotiation, Leadership, Strategic Planning, Team Building, Operations Management, Management, Negotiation, Sales Process, Sales Operations, Direct Sales, Pricing, Budgets
Education
Indiana University Bloomington 1977 — 1981
BS, Education
Richard Antoniotti Richard Antoniotti's Paine Webber Experience 1987 - 1989
Job President/Recruiter @ ProFinance Recruiting LLC
Industry Staffing and Recruiting
Experience
ProFinance Recruiting LLC 2004 - Present
Ajilon Finance Solutions 2004 - 2004
Prudential Securities 1997 - 1998
Prudential Financial 1996 - 1997
Nikko Securities 1994 - 1996
AXA Equitable 1989 - 1994
Paine Webber 1987 - 1989
Rooney Pace 1984 - 1987
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Executive Search, Recruiting, Talent Acquisition, Internal Controls, Budgets, Payroll, Finance, Mergers, Technical Recruiting, Forecasting, Strategic Planning, Tax, QuickBooks, Human Resources, Managerial Finance
Education
Fairleigh Dickinson University 1972 — 1976
BS, Accounting
Dwight Morrow High School
College Prep
ProFinance Recruiting LLC 2004 - Present
Ajilon Finance Solutions 2004 - 2004
Prudential Securities 1997 - 1998
Prudential Financial 1996 - 1997
Nikko Securities 1994 - 1996
AXA Equitable 1989 - 1994
Paine Webber 1987 - 1989
Rooney Pace 1984 - 1987
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Executive Search, Recruiting, Talent Acquisition, Internal Controls, Budgets, Payroll, Finance, Mergers, Technical Recruiting, Forecasting, Strategic Planning, Tax, QuickBooks, Human Resources, Managerial Finance
Education
Fairleigh Dickinson University 1972 — 1976
BS, Accounting
Dwight Morrow High School
College Prep
Dennis Krings Dennis Krings's Paine Webber Experience October 1992 - September 1995
Job Private Investor
Industry Investment Banking
Experience
DK Investments April 2011 - Present
Stifel Financial Corp. (previously Ryan Beck & Co.) May 2006 - April 2011
Ryan Beck & Co. October 2002 - May 2006
Ryan Beck & Co. September 1995 - October 2002
Paine Webber October 1992 - September 1995
Skills
Securities, Asset Managment, Investments, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Series 7, Capital Markets, Investment Banking, Financial Analysis, Mutual Funds
Education
Fairleigh Dickinson University 1990 — 1994
Bachelor of Science, Business Finance
DK Investments April 2011 - Present
Stifel Financial Corp. (previously Ryan Beck & Co.) May 2006 - April 2011
Ryan Beck & Co. October 2002 - May 2006
Ryan Beck & Co. September 1995 - October 2002
Paine Webber October 1992 - September 1995
Skills
Securities, Asset Managment, Investments, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Series 7, Capital Markets, Investment Banking, Financial Analysis, Mutual Funds
Education
Fairleigh Dickinson University 1990 — 1994
Bachelor of Science, Business Finance
Jason Heller Jason Heller's Paine Webber Experience February 1999 - March 2004
Job Financial Advisor at Stage 2 Planning Partners, Inc.
Industry Financial Services
Experience
Stage 2 Planning Partners, Inc. April 2004 - Present
Paine Webber February 1999 - March 2004
UBS Wealth Management September 1997 - December 1999
Education
Hamilton College 1987 — 1991
Shaker High School
Stage 2 Planning Partners, Inc. April 2004 - Present
Paine Webber February 1999 - March 2004
UBS Wealth Management September 1997 - December 1999
Education
Hamilton College 1987 — 1991
Shaker High School
Esther Dundas Esther Dundas's Paine Webber Experience 1994 - 1995
Job Director of Operations
Industry Hospital & Health Care
Experience
Intouch Home Care Services 2010 - Present
Merrill Lynch July 2005 - August 2009
AMVESCAP Retirement 1998 - 2005
First Data Corporation 1996 - 1998
Paine Webber 1994 - 1995
Skills
Leadership, Recruiting, Investments, Series 7, Business Analysis, Risk Management, Management, Time Management, Strategy, Forecasting, Financial Services, Employee Training, Vendor Management, Process Improvement, Business Planning, Analysis, Business Process..., Program Management
Education
Georgia Gwinnett College
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Intouch Home Care Services 2010 - Present
Merrill Lynch July 2005 - August 2009
AMVESCAP Retirement 1998 - 2005
First Data Corporation 1996 - 1998
Paine Webber 1994 - 1995
Skills
Leadership, Recruiting, Investments, Series 7, Business Analysis, Risk Management, Management, Time Management, Strategy, Forecasting, Financial Services, Employee Training, Vendor Management, Process Improvement, Business Planning, Analysis, Business Process..., Program Management
Education
Georgia Gwinnett College
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Chef Stacy LaRoche Chef Stacy LaRoche's Paine Webber Experience June 1996 - February 2002
Job Chef/Owner Guaranteed GF
Industry Food & Beverages
Experience
Williams-Sonoma, Inc. November 2005 - Present
Guaranteed Gluten Free April 2005 - Present
Paine Webber June 1996 - February 2002
Education
Drew University
BA, Political Science & Business
NBTHS
Williams-Sonoma, Inc. November 2005 - Present
Guaranteed Gluten Free April 2005 - Present
Paine Webber June 1996 - February 2002
Education
Drew University
BA, Political Science & Business
NBTHS
William P. Ballot's Paine Webber Experience June 1982 - October 1992
Job Regional Manager SpecialistDocument Solutions at Samsung Electronics of America (Enterprise Business Division)
Industry Information Technology and Services
Experience
Samsung Electronics America (Enterprise Business Division) December 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. January 2011 - December 2013
Landmark Solutions Group LLC December 2007 - January 2011
Landmark Solutions Group April 2006 - December 2007
IKON Office Solutions/Ricoh Corporation December 2002 - April 2006
Hartford Life November 1999 - November 2002
Xerox Corporation September 1995 - October 1999
Landmark Solutions Group January 1992 - September 1995
Paine Webber June 1982 - October 1992
Skills
Coaching, Mentoring, Customer Focus, Forecasting, Leadership Development, Pipeline Development, Salesforce.com, Sales Management, Director of Sales, Client Services, Strategic Relationships, Entrepreneurship, Global Account Manager, Solutions Selling, Print Production Process, Presidents Club, Innovation Management, Managed Print Services, Workflow Applications, Business Workflows, Print On Demand, Variable Data Printing, Customer Oriented, Cloud Computing, Web based submission, Solution Selling, Print Management, Document Imaging, Major Accounts, Business Planning, Business Development, Sales, Management, Channel Partners, Customer Retention, Sales Process, Product Launch, Leadership, Sales Operations
Education
University of Pittsburgh 1980 — 1982
Economics
Duquesne University 1978 — 1980
BA, Business Management
Abington Heights
Diploma, College preparatory
Samsung Electronics America (Enterprise Business Division) December 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. January 2011 - December 2013
Landmark Solutions Group LLC December 2007 - January 2011
Landmark Solutions Group April 2006 - December 2007
IKON Office Solutions/Ricoh Corporation December 2002 - April 2006
Hartford Life November 1999 - November 2002
Xerox Corporation September 1995 - October 1999
Landmark Solutions Group January 1992 - September 1995
Paine Webber June 1982 - October 1992
Skills
Coaching, Mentoring, Customer Focus, Forecasting, Leadership Development, Pipeline Development, Salesforce.com, Sales Management, Director of Sales, Client Services, Strategic Relationships, Entrepreneurship, Global Account Manager, Solutions Selling, Print Production Process, Presidents Club, Innovation Management, Managed Print Services, Workflow Applications, Business Workflows, Print On Demand, Variable Data Printing, Customer Oriented, Cloud Computing, Web based submission, Solution Selling, Print Management, Document Imaging, Major Accounts, Business Planning, Business Development, Sales, Management, Channel Partners, Customer Retention, Sales Process, Product Launch, Leadership, Sales Operations
Education
University of Pittsburgh 1980 — 1982
Economics
Duquesne University 1978 — 1980
BA, Business Management
Abington Heights
Diploma, College preparatory
Debbie Futrell Debbie Futrell's Paine Webber Experience January 1993 - January 1996
Job Senior Administrative Assistant, Benefits & Compensation at Kindred Healthcare, Inc.
Industry Health, Wellness and Fitness
Experience
Kindred Healthcare, Inc. August 2011 - Present
AEGON USA Realty Advisors, LLC November 1997 - April 2011
AEGON offices (IA) November 1997 - April 2011
HOME CARE & HOSPITAL MANAGEMENT, Inc January 1996 - January 1997
Paine Webber January 1993 - January 1996
IBM CORPORATION January 1980 - January 1993
IBM 1980 - 1993
Skills
Real Estate, Underwriting, Team Building, Financial Analysis, Administrative..., Outlook, Travel Arrangements, Spreadsheets, Data Entry, Lotus Notes, Calendaring, Event Planning, Office Management, Meeting Planning
Education
University of Louisville 1975 — 1984
BA, Communications
Jefferson Community College 1972 — 1974
Associate of Arts, Professional Medical Secretary
Kindred Healthcare, Inc. August 2011 - Present
AEGON USA Realty Advisors, LLC November 1997 - April 2011
AEGON offices (IA) November 1997 - April 2011
HOME CARE & HOSPITAL MANAGEMENT, Inc January 1996 - January 1997
Paine Webber January 1993 - January 1996
IBM CORPORATION January 1980 - January 1993
IBM 1980 - 1993
Skills
Real Estate, Underwriting, Team Building, Financial Analysis, Administrative..., Outlook, Travel Arrangements, Spreadsheets, Data Entry, Lotus Notes, Calendaring, Event Planning, Office Management, Meeting Planning
Education
University of Louisville 1975 — 1984
BA, Communications
Jefferson Community College 1972 — 1974
Associate of Arts, Professional Medical Secretary
Frank D'Ambrosio's Paine Webber Experience 1982 - 1991
Job at Hudson Partners
Industry Financial Services
Experience
Hudson Partners July 2010 - Present
SkyBridge Capital November 2007 - June 2009
ISI Group January 2004 - August 2007
Neuberger Berman 2000 - 2003
Bear Stearns 1994 - 1998
Paine Webber 1982 - 1991
Skills
Hedge Funds, Alternative Investments, Private Equity, Trading, Investments, Investment Strategies, Investment Management, Mutual Funds, Institutional Investors, Financial Structuring, Capital Markets, Fund Of Funds, Asset Managment, Equities, Valuation, Investment Banking, Asset Allocation, Due Diligence, Financial Services, Equity Research, Securities, Funding, Bloomberg, Emerging Markets, Institutional..., Fixed Income, Series 7, Capital, Asset Management
Education
New York University 1979 — 1982
MBA, Finance
Georgetown University 1973 — 1977
BA, Accounting
Hudson Partners July 2010 - Present
SkyBridge Capital November 2007 - June 2009
ISI Group January 2004 - August 2007
Neuberger Berman 2000 - 2003
Bear Stearns 1994 - 1998
Paine Webber 1982 - 1991
Skills
Hedge Funds, Alternative Investments, Private Equity, Trading, Investments, Investment Strategies, Investment Management, Mutual Funds, Institutional Investors, Financial Structuring, Capital Markets, Fund Of Funds, Asset Managment, Equities, Valuation, Investment Banking, Asset Allocation, Due Diligence, Financial Services, Equity Research, Securities, Funding, Bloomberg, Emerging Markets, Institutional..., Fixed Income, Series 7, Capital, Asset Management
Education
New York University 1979 — 1982
MBA, Finance
Georgetown University 1973 — 1977
BA, Accounting
Chuck Hopper Chuck Hopper's Paine Webber Experience 1995 - 1996
Job HR Executive | HR Strategic Advisor | Talent Developer | MultiIndustry & Business Life Cycle Experience | MBA
Industry Nonprofit Organization Management
Experience
Single Stop March 2015 - Present
Mercer County Community College August 2013 - December 2014
Taproot Foundation July 2013 - June 2014
Covance October 1998 - September 2013
Winstar Communications May 1996 - October 1998
Paine Webber 1995 - 1996
Continental Insurance Company 1988 - 1995
Crum & Forster 1985 - 1988
Prudential Financial 1982 - 1985
Skills
Human Resources, Shared Services, Compensation & Benefit, Executive Compensation..., HRIS, Business Case Design, Change Management, Leadership, Employee Engagement, Talent Acquisition, Talent Management, Succession Planning, Managing Multi-Million..., Operations Management, Organizational Design, Performance Management, Process Excellence, Project Management, Vendor Management, Mergers & Acquisitions, Strategy, Strategic Planning, Deferred Compensation, Global Mobility, Board of Directors..., Management, Business Process..., Team Leadership, Executive Pay, Executive Management, Business Planning, Team Building, Workforce Planning, HR Transformation, Personnel Management, Onboarding, Organizational..., Employee Relations, Incentive Programs, Organizational..., HR Policies, Payroll, Strategic HR, Applicant Tracking..., Recruiting, HR Consulting, Sourcing, Employee Benefits, Process Improvement, Program Management
Education
Fairleigh Dickinson University 1986 — 1988
MBA, Finance
Montclair State University 1979 — 1982
BS, Business Administration
Roxbury High School 1973 — 1977
Single Stop March 2015 - Present
Mercer County Community College August 2013 - December 2014
Taproot Foundation July 2013 - June 2014
Covance October 1998 - September 2013
Winstar Communications May 1996 - October 1998
Paine Webber 1995 - 1996
Continental Insurance Company 1988 - 1995
Crum & Forster 1985 - 1988
Prudential Financial 1982 - 1985
Skills
Human Resources, Shared Services, Compensation & Benefit, Executive Compensation..., HRIS, Business Case Design, Change Management, Leadership, Employee Engagement, Talent Acquisition, Talent Management, Succession Planning, Managing Multi-Million..., Operations Management, Organizational Design, Performance Management, Process Excellence, Project Management, Vendor Management, Mergers & Acquisitions, Strategy, Strategic Planning, Deferred Compensation, Global Mobility, Board of Directors..., Management, Business Process..., Team Leadership, Executive Pay, Executive Management, Business Planning, Team Building, Workforce Planning, HR Transformation, Personnel Management, Onboarding, Organizational..., Employee Relations, Incentive Programs, Organizational..., HR Policies, Payroll, Strategic HR, Applicant Tracking..., Recruiting, HR Consulting, Sourcing, Employee Benefits, Process Improvement, Program Management
Education
Fairleigh Dickinson University 1986 — 1988
MBA, Finance
Montclair State University 1979 — 1982
BS, Business Administration
Roxbury High School 1973 — 1977
Hilary Oni Ayanru Hilary Oni Ayanru's Paine Webber Experience 1994 - 1996
Job First Officer/B757 at FedEx Express
Industry Aviation & Aerospace
Experience
FedEx Express November 2012 - Present
Pennsylvania Air National Guard February 1997 - Present
State Street 2000 - 2003
Market Guide 1996 - 1998
Paine Webber 1994 - 1996
Skills
Financial Analysis
Education
Duquesne University 2006 — 2009
MBA, Finance
Ecole Supérieure de Commerce Et de Management - ESCEM 2008 — 2008
Hampton University 1988 — 1992
BS, Aviation Systems and Management
American University of Paris 1991 — 1991
Sewanhaka H.S.
FedEx Express November 2012 - Present
Pennsylvania Air National Guard February 1997 - Present
State Street 2000 - 2003
Market Guide 1996 - 1998
Paine Webber 1994 - 1996
Skills
Financial Analysis
Education
Duquesne University 2006 — 2009
MBA, Finance
Ecole Supérieure de Commerce Et de Management - ESCEM 2008 — 2008
Hampton University 1988 — 1992
BS, Aviation Systems and Management
American University of Paris 1991 — 1991
Sewanhaka H.S.
Stephen Hamilton's Paine Webber Experience August 1994 - November 1995
Job Vice President at Laidlaw & Company UK Ltd.
Industry Financial Services
Experience
Laidlaw & Company UK Ltd. June 2014 - Present
Laidlaw & Company January 2010 - June 2014
Safdie Investment Services October 2005 - November 2009
Landenburg Thalman May 1996 - August 2005
Oppenheimer & Co. October 1995 - May 1996
Paine Webber August 1994 - November 1995
Merrill Lynch August 1993 - September 1994
F.N. Wolf & Company Inc. August 1991 - October 1993
US Army May 1988 - August 1991
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Strategic Financial..., Series 63, Portfolio Management, Equities, Financial Modeling, Retirement, Financial Analysis, Securities, Asset Management, Fixed Income, Financial Services, Venture Capital, Private Equity, Finance, Valuation, Financial Planning
Education
Gettysburg College 1984 — 1988
Bachelor of Arts (B.A.), History
Laidlaw & Company UK Ltd. June 2014 - Present
Laidlaw & Company January 2010 - June 2014
Safdie Investment Services October 2005 - November 2009
Landenburg Thalman May 1996 - August 2005
Oppenheimer & Co. October 1995 - May 1996
Paine Webber August 1994 - November 1995
Merrill Lynch August 1993 - September 1994
F.N. Wolf & Company Inc. August 1991 - October 1993
US Army May 1988 - August 1991
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Strategic Financial..., Series 63, Portfolio Management, Equities, Financial Modeling, Retirement, Financial Analysis, Securities, Asset Management, Fixed Income, Financial Services, Venture Capital, Private Equity, Finance, Valuation, Financial Planning
Education
Gettysburg College 1984 — 1988
Bachelor of Arts (B.A.), History
Bryan Fried Bryan Fried's Paine Webber Experience 1994 - 2000
Job President/Owner, Woodmasters
Industry Architecture & Planning
Experience
Woodmasters 2003 - Present
Paine Webber 1994 - 2000
Lehman Brothers 1989 - 1994
Skills
Custom Millwork Design, Client Relations, Construction Management, Project Management, Architectural Design, Cabinetry, Renovation, Customer Service, Management, Project Planning
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.),, History
Woodmasters 2003 - Present
Paine Webber 1994 - 2000
Lehman Brothers 1989 - 1994
Skills
Custom Millwork Design, Client Relations, Construction Management, Project Management, Architectural Design, Cabinetry, Renovation, Customer Service, Management, Project Planning
Education
Emory University 1983 — 1987
Bachelor of Arts (B.A.),, History
Christine A Budzynski's Paine Webber Experience June 1994 - November 1997
Job Senior Programming Analyst/Technical Consultant
Industry Computer Software
Experience
The Depository Trust & Clearing Corporation October 2004 - October 2014
The Depository Trust & Clearing Corporation August 2003 - November 2004
The Depository Trust & Clearing Corporation March 1999 - February 2002
BNY Mellon November 1997 - March 1999
Paine Webber June 1994 - November 1997
Bankers Trust March 1987 - November 1993
Paine Webber June 1986 - March 1987
New York Life Insurance Company June 1980 - February 1987
New York Life Insurance Company February 1976 - June 1980
Skills
COBOL, COBOLII, CICS, DB2, SQL, QMF, VSAM, BDAM, JCL, Assembler, CA-7/11, CA Scheduler, Serena Changeman, Endeavor, Advanced Debugging..., Intertest, Xpediter, LU 6.2, MQ, Microsoft Excel, Microsoft Powerpoint, Microsoft Project, Microsoft Word, Visio, IBM Utilities, File-Aid, Syncsort, SDLC, Development Testing, Quality Assurance..., Participant Testing..., Production Support, Post-Production Support, Disaster Recovery, CMMI, Business Requirements, Feasibility Estimate, Functional..., Business Case Estimate, Technical Specifications, Requirements..., System Documentation, System Flowcharts, Micrografx Flowchart, Erwin, Trading Systems, Clearing Systems, User Acceptance Testing, Banking, Documentation
Education
Fordham University
Bachelor’s Degree, Natural Sciences, between B and B+
Fordham University Graduate School of Arts and Sciences
Master’s Degree, Biology/Biological Sciences, General, B
The Depository Trust & Clearing Corporation October 2004 - October 2014
The Depository Trust & Clearing Corporation August 2003 - November 2004
The Depository Trust & Clearing Corporation March 1999 - February 2002
BNY Mellon November 1997 - March 1999
Paine Webber June 1994 - November 1997
Bankers Trust March 1987 - November 1993
Paine Webber June 1986 - March 1987
New York Life Insurance Company June 1980 - February 1987
New York Life Insurance Company February 1976 - June 1980
Skills
COBOL, COBOLII, CICS, DB2, SQL, QMF, VSAM, BDAM, JCL, Assembler, CA-7/11, CA Scheduler, Serena Changeman, Endeavor, Advanced Debugging..., Intertest, Xpediter, LU 6.2, MQ, Microsoft Excel, Microsoft Powerpoint, Microsoft Project, Microsoft Word, Visio, IBM Utilities, File-Aid, Syncsort, SDLC, Development Testing, Quality Assurance..., Participant Testing..., Production Support, Post-Production Support, Disaster Recovery, CMMI, Business Requirements, Feasibility Estimate, Functional..., Business Case Estimate, Technical Specifications, Requirements..., System Documentation, System Flowcharts, Micrografx Flowchart, Erwin, Trading Systems, Clearing Systems, User Acceptance Testing, Banking, Documentation
Education
Fordham University
Bachelor’s Degree, Natural Sciences, between B and B+
Fordham University Graduate School of Arts and Sciences
Master’s Degree, Biology/Biological Sciences, General, B
Art Prifti's Paine Webber Experience 1993 - 1996
Job Global IT Leader | Executive Management Consultant
Industry Information Technology and Services
Experience
Princeton Information January 2015 - Present
Volante Technologies October 2013 - Present
Moody's Corporation 2012 - 2013
GE Capital Treasury 2007 - 2012
GE Commercial Finance 2004 - 2007
General Maritime Corporation 2002 - 2004
Citi 1996 - 2002
Paine Webber 1993 - 1996
AIG Trading Corp 1992 - 1993
The Bank of New York 1987 - 1992
Skills
IT Strategy, Information Technology, Vendor Management, Program Management, Business Process..., Enterprise Software, Strategy, Risk Management, Cross-functional Team..., Enterprise Architecture, SDLC, Software Development, Management, Offshoring, Business Analysis, Project Portfolio..., Leadership, PMP, PMO, Outsourcing, IT Management, Business Intelligence, Requirements Analysis, Change Management, Software Project..., Disaster Recovery, Data Warehousing, Solution Architecture, Financial Services, Project Management, Business Process, Global IT Operations, Organizational..., Business Process..., SOA, Applications..., Information Technology..., Team Building, IT Capital Planning, Business Continuity..., Application Portfolio..., Investment Governance, Enterprise Systems..., Business Process...
Education
Fordham University
Bachelor of Arts (BA)
Fordham University
Bachelor of Science (BS)
Princeton Information January 2015 - Present
Volante Technologies October 2013 - Present
Moody's Corporation 2012 - 2013
GE Capital Treasury 2007 - 2012
GE Commercial Finance 2004 - 2007
General Maritime Corporation 2002 - 2004
Citi 1996 - 2002
Paine Webber 1993 - 1996
AIG Trading Corp 1992 - 1993
The Bank of New York 1987 - 1992
Skills
IT Strategy, Information Technology, Vendor Management, Program Management, Business Process..., Enterprise Software, Strategy, Risk Management, Cross-functional Team..., Enterprise Architecture, SDLC, Software Development, Management, Offshoring, Business Analysis, Project Portfolio..., Leadership, PMP, PMO, Outsourcing, IT Management, Business Intelligence, Requirements Analysis, Change Management, Software Project..., Disaster Recovery, Data Warehousing, Solution Architecture, Financial Services, Project Management, Business Process, Global IT Operations, Organizational..., Business Process..., SOA, Applications..., Information Technology..., Team Building, IT Capital Planning, Business Continuity..., Application Portfolio..., Investment Governance, Enterprise Systems..., Business Process...
Education
Fordham University
Bachelor of Arts (BA)
Fordham University
Bachelor of Science (BS)
Philip Ball, PMP's Paine Webber Experience 2000 - 2000
Job Sr. Project Manager at Marsh & McLennan Companies, Inc.
Industry Information Services
Experience
Marsh & McLennan Companies, Inc. November 2011 - Present
Bristol-Myers Squibb August 2009 - November 2011
Tzell Travel Group January 2009 - August 2009
PB Consulting Services, LLC December 2008 - January 2009
McGraw-Hill September 2008 - November 2008
KPMG April 2008 - September 2008
Johnson & Johnson October 2005 - April 2008
Johnson & Johnson NCS 2007 - 2008
Johnson & Johnson - Networking & Computing Services December 2001 - August 2004
Paine Webber 2000 - 2000
Skills
Project Management, Cross-functional Team..., Business Analysis, PMP, Integration, Vendor Management, FDA, Program Management, PMO, Project Portfolio..., Outsourcing, Data Center, Business Process..., Process Improvement, Six Sigma, Enterprise Software, Requirements Analysis, Testing, Software Development, Management
Education
Pace University 1990 — 1995
Master of Science (M.S.), Telecommunications
Fairleigh Dickinson University 1981 — 1983
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Marsh & McLennan Companies, Inc. November 2011 - Present
Bristol-Myers Squibb August 2009 - November 2011
Tzell Travel Group January 2009 - August 2009
PB Consulting Services, LLC December 2008 - January 2009
McGraw-Hill September 2008 - November 2008
KPMG April 2008 - September 2008
Johnson & Johnson October 2005 - April 2008
Johnson & Johnson NCS 2007 - 2008
Johnson & Johnson - Networking & Computing Services December 2001 - August 2004
Paine Webber 2000 - 2000
Skills
Project Management, Cross-functional Team..., Business Analysis, PMP, Integration, Vendor Management, FDA, Program Management, PMO, Project Portfolio..., Outsourcing, Data Center, Business Process..., Process Improvement, Six Sigma, Enterprise Software, Requirements Analysis, Testing, Software Development, Management
Education
Pace University 1990 — 1995
Master of Science (M.S.), Telecommunications
Fairleigh Dickinson University 1981 — 1983
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Angela Adamo's Paine Webber Experience August 1998 - April 2000
Job Senior Technical Recruiter at UBS and Financial Services Consultant
Industry Financial Services
Experience
UBS June 2013 - Present
eHealth Ontario February 2012 - August 2012
UBS June 2004 - September 2011
Standard & Poor's August 2000 - May 2004
Paine Webber August 1998 - April 2000
Chase Manhattan Bank April 1997 - July 1998
Skills
Recruiting, Technical Recruiting, Applicant Tracking..., Sourcing, Internet Recruiting, Screening, Interviews, Contract Recruitment
Education
Humber College
UBS June 2013 - Present
eHealth Ontario February 2012 - August 2012
UBS June 2004 - September 2011
Standard & Poor's August 2000 - May 2004
Paine Webber August 1998 - April 2000
Chase Manhattan Bank April 1997 - July 1998
Skills
Recruiting, Technical Recruiting, Applicant Tracking..., Sourcing, Internet Recruiting, Screening, Interviews, Contract Recruitment
Education
Humber College
Steve Ossello's Paine Webber Experience 1987 - 1991
Job Partner, Aspenwood Capital
Industry Investment Banking
Experience
Aspenwood Capital January 2006 - Present
Keating Investments, LLC 2002 - 2005
Golden Capital 1992 - 2000
Paine Webber 1987 - 1991
Skills
Corporate Finance, Private Equity, Investor Relations, Investment Banking, Private Placements, Venture Capital, IPO, Investments, Equities, Corporate Governance, Due Diligence, Mergers & Acquisitions, Hedge Funds, Business Valuation, Funding, Financial Structuring, Valuation, Start-ups, Alternative Investments, Asset Management, Equity Research, Portfolio Management, Capital Markets, Financial Analysis, Financial Modeling
Education
Gonzaga University - School of Business Administration 1982 — 1986
BBA, Marketing, Finance
Aspenwood Capital January 2006 - Present
Keating Investments, LLC 2002 - 2005
Golden Capital 1992 - 2000
Paine Webber 1987 - 1991
Skills
Corporate Finance, Private Equity, Investor Relations, Investment Banking, Private Placements, Venture Capital, IPO, Investments, Equities, Corporate Governance, Due Diligence, Mergers & Acquisitions, Hedge Funds, Business Valuation, Funding, Financial Structuring, Valuation, Start-ups, Alternative Investments, Asset Management, Equity Research, Portfolio Management, Capital Markets, Financial Analysis, Financial Modeling
Education
Gonzaga University - School of Business Administration 1982 — 1986
BBA, Marketing, Finance
Dan Sarrosick's Paine Webber Experience September 2001 - October 2005
Job Head of Infrastructure Product Management at Millennium Partners
Industry Information Technology and Services
Experience
Millennium Partners April 2015 - Present
JPMorgan Chase April 2013 - April 2015
UBS May 2008 - April 2013
UBS October 2005 - May 2008
Paine Webber September 2001 - October 2005
Integrated Business Systems January 1999 - September 2001
Skills
Virtualization, Process Improvement, Cloud Computing, Requirements Analysis, Business Analysis, ITIL, Vendor Management, Product Management, Software Development, IT Strategy, Disaster Recovery, PMP, IT Service Management, Program Management, Risk Management, SharePoint, Service Delivery, Enterprise Software, Management, Leadership, Strategy, Infrastructure, Enterprise Architecture, IT Management, Project Portfolio..., Data Center, Integration, PMO, System Administration, Outsourcing
Education
Hofstra University 1997 — 2001
BBA, Business Information Systems
Millennium Partners April 2015 - Present
JPMorgan Chase April 2013 - April 2015
UBS May 2008 - April 2013
UBS October 2005 - May 2008
Paine Webber September 2001 - October 2005
Integrated Business Systems January 1999 - September 2001
Skills
Virtualization, Process Improvement, Cloud Computing, Requirements Analysis, Business Analysis, ITIL, Vendor Management, Product Management, Software Development, IT Strategy, Disaster Recovery, PMP, IT Service Management, Program Management, Risk Management, SharePoint, Service Delivery, Enterprise Software, Management, Leadership, Strategy, Infrastructure, Enterprise Architecture, IT Management, Project Portfolio..., Data Center, Integration, PMO, System Administration, Outsourcing
Education
Hofstra University 1997 — 2001
BBA, Business Information Systems
Bart Breakstone's Paine Webber Experience October 1987 - April 2001
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2011 - Present
UBS October 1987 - May 2011
Paine Webber October 1987 - April 2001
PaineWebber 1987 - 2001
Chemical Bank 1981 - 1987
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Hobart and William Smith Colleges 1977 — 1981
B.A., Economics with minor in Math
Robert W. Baird & Co. May 2011 - Present
UBS October 1987 - May 2011
Paine Webber October 1987 - April 2001
PaineWebber 1987 - 2001
Chemical Bank 1981 - 1987
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Hobart and William Smith Colleges 1977 — 1981
B.A., Economics with minor in Math
Sonya Wenz's Paine Webber Experience 1987 - 1989
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2009 - Present
Goldman Sachs December 1994 - May 2009
EJV Partners December 1992 - December 1993
LexisNexis 1989 - 1992
PaineWebber July 1988 - September 1989
Paine Webber 1987 - 1989
Education
Hofstra University 1982 — 1984
Cold Spring Harbor high school 1975 — 1980
Morgan Stanley July 2009 - Present
Goldman Sachs December 1994 - May 2009
EJV Partners December 1992 - December 1993
LexisNexis 1989 - 1992
PaineWebber July 1988 - September 1989
Paine Webber 1987 - 1989
Education
Hofstra University 1982 — 1984
Cold Spring Harbor high school 1975 — 1980
Linda Bestepe's Paine Webber Experience June 1999 - August 2000
Job Director, Field Engagement and Client Experience Banking Strategy at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2013 - Present
Morgan Stanley Private Bank, N.A. March 2011 - February 2013
UBS Wealth Management March 2010 - January 2011
UBS Wealth Management January 2008 - March 2010
UBS Wealth Management May 2006 - December 2007
UBS Wealth Management July 2004 - May 2006
UBS Wealth Management October 2001 - July 2004
UBS Wealth Management August 2000 - October 2001
Paine Webber June 1999 - August 2000
Skills
Strategy, Sales Management, Marketing Strategy, Strategic Communications, Private Banking, Wealth Management
Education
Fordham Gabelli School of Business 2004 — 2006
M.B.A., Double Concentration: Marketing and Management with International Business Designation
Fordham University 1995 — 1999
BS, Pschology, Minors in Business and Spanish
UBS Wealth Management June 2013 - Present
Morgan Stanley Private Bank, N.A. March 2011 - February 2013
UBS Wealth Management March 2010 - January 2011
UBS Wealth Management January 2008 - March 2010
UBS Wealth Management May 2006 - December 2007
UBS Wealth Management July 2004 - May 2006
UBS Wealth Management October 2001 - July 2004
UBS Wealth Management August 2000 - October 2001
Paine Webber June 1999 - August 2000
Skills
Strategy, Sales Management, Marketing Strategy, Strategic Communications, Private Banking, Wealth Management
Education
Fordham Gabelli School of Business 2004 — 2006
M.B.A., Double Concentration: Marketing and Management with International Business Designation
Fordham University 1995 — 1999
BS, Pschology, Minors in Business and Spanish
Greg Solometo's Paine Webber Experience 1996 - 1999
Job Vice President at Lehman Brothers
Industry Banking
Experience
Deutsche Bank Securities July 2008 - Present
Lehman Brothers July 1999 - May 2008
Paine Webber 1996 - 1999
Education
Emory University 1991 — 1995
BA, European History
Deutsche Bank Securities July 2008 - Present
Lehman Brothers July 1999 - May 2008
Paine Webber 1996 - 1999
Education
Emory University 1991 — 1995
BA, European History
Jack Perry's Paine Webber Experience 1994 - 1996
Job Senior Consultant at Presidio
Industry Information Technology and Services
Experience
Presidio October 2013 - Present
The Ergonomic Group July 2006 - October 2013
Lincoln Computer 2005 - 2006
Integrated Systems Group / Dimension Data 1998 - 2005
LAN Systems 1996 - 1998
Paine Webber 1994 - 1996
Yellow Book 1991 - 1994
Skills
Virtualization, VMware, Disaster Recovery, Windows Server, Microsoft Exchange, Active Directory, Storage, NetApp, Pre-sales, Servers, System Deployment, Storage Area Networks, VMware Certified..., Microsoft Certified..., Microsoft Technologies, Data Center, Microsoft Certified..., MCITP Enterprise..., MCITP Server..., VMware Certified..., Windows Server 2003, Hyper-V, Windows Server 2008, Exchange Server, Deployment, Clustering, vSphere, VMware Infrastructure, Microsoft Remote..., Windows Server 2012, Cisco UCS, EMC VNX, High Availability, Networking
Education
MCT Summit 2011 — 2011
Microsoft Certified Trainer Certification, Microsoft Trainer
Hofstra University 1989 — 1991
Bachelor of Arts (B.A.), Communications
Presidio October 2013 - Present
The Ergonomic Group July 2006 - October 2013
Lincoln Computer 2005 - 2006
Integrated Systems Group / Dimension Data 1998 - 2005
LAN Systems 1996 - 1998
Paine Webber 1994 - 1996
Yellow Book 1991 - 1994
Skills
Virtualization, VMware, Disaster Recovery, Windows Server, Microsoft Exchange, Active Directory, Storage, NetApp, Pre-sales, Servers, System Deployment, Storage Area Networks, VMware Certified..., Microsoft Certified..., Microsoft Technologies, Data Center, Microsoft Certified..., MCITP Enterprise..., MCITP Server..., VMware Certified..., Windows Server 2003, Hyper-V, Windows Server 2008, Exchange Server, Deployment, Clustering, vSphere, VMware Infrastructure, Microsoft Remote..., Windows Server 2012, Cisco UCS, EMC VNX, High Availability, Networking
Education
MCT Summit 2011 — 2011
Microsoft Certified Trainer Certification, Microsoft Trainer
Hofstra University 1989 — 1991
Bachelor of Arts (B.A.), Communications
Robert Henrich's Paine Webber Experience 1990 - 1994
Job Managing Director at Coastal Partners Ltd
Industry Investment Management
Experience
Coastal Partners Ltd. October 2004 - Present
Beacon Global Advisors Ltd 1994 - 2004
Paine Webber 1990 - 1994
E F Hutton 1979 - 1990
Skills
Alternative Investments, Due Diligence, Asset Allocation, Hedge Funds, Venture Capital, Equities, Private Equity, Fund Of Funds, Investment Strategies, Asset Managment, Investments, Trading, Fixed Income, Capital Markets, Investment Management, Asset Management
Education
Florida Institute of Technology 1975 — 1977
MBA, Finance
University of Maryland College Park 1973 — 1975
BS, Geology
Coastal Partners Ltd. October 2004 - Present
Beacon Global Advisors Ltd 1994 - 2004
Paine Webber 1990 - 1994
E F Hutton 1979 - 1990
Skills
Alternative Investments, Due Diligence, Asset Allocation, Hedge Funds, Venture Capital, Equities, Private Equity, Fund Of Funds, Investment Strategies, Asset Managment, Investments, Trading, Fixed Income, Capital Markets, Investment Management, Asset Management
Education
Florida Institute of Technology 1975 — 1977
MBA, Finance
University of Maryland College Park 1973 — 1975
BS, Geology
Geoffrey Gill's Paine Webber Experience 1981 - 1987
Job Vice President UBS
Industry Financial Services
Experience
Deutsche Bank Alex Brown PresidentPandick Southeast1988 - 1990
Paine Webber 1981 - 1987
Education
Emory University - Goizueta Business School 1966 — 1967
MBA
Georgia Institute of Technology 1960 — 1964
BSIM, Management
Deutsche Bank Alex Brown PresidentPandick Southeast1988 - 1990
Paine Webber 1981 - 1987
Education
Emory University - Goizueta Business School 1966 — 1967
MBA
Georgia Institute of Technology 1960 — 1964
BSIM, Management
Vito Giuliani's Paine Webber Experience 1988 - 1996
Job Chief Procurement Officer at Automatic Data Processing
Industry Financial Services
Experience
Automatic Data Processing 1999 - Present
GE Capital 1996 - 1999
Paine Webber 1988 - 1996
Education
Iona College 1976 — 1980
BS, Accounting
Automatic Data Processing 1999 - Present
GE Capital 1996 - 1999
Paine Webber 1988 - 1996
Education
Iona College 1976 — 1980
BS, Accounting
Laurie Reinertsen's Paine Webber Experience January 1972 - July 1975
Job Volunteer
Industry Veterinary
Experience
Azrescue.org July 2004 - January 2014
Desert Mountain Tennis August 1998 - July 1999
The perfect match tennis shop January 1990 - July 1998
Factory Mutual Insurance August 1975 - March 1978
Paine Webber January 1972 - July 1975
Education
Gustavus Adolphus College 1968 — 1972
Bachelor of Arts (BA), Psychology and Art
Azrescue.org July 2004 - January 2014
Desert Mountain Tennis August 1998 - July 1999
The perfect match tennis shop January 1990 - July 1998
Factory Mutual Insurance August 1975 - March 1978
Paine Webber January 1972 - July 1975
Education
Gustavus Adolphus College 1968 — 1972
Bachelor of Arts (BA), Psychology and Art
Lawrence Margolin's Paine Webber Experience November 1997 - July 2000
Job Senior Director Investments at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2014 - Present
Newbridge Securities May 2005 - March 2014
Prudential / Wachovia Securities July 2000 - May 2005
Paine Webber November 1997 - July 2000
Education
Emory University - Goizueta Business School 1986 — 1989
Finance, Business
Penn State 1985 — 1986
Business
Oppenheimer & Co. Inc. March 2014 - Present
Newbridge Securities May 2005 - March 2014
Prudential / Wachovia Securities July 2000 - May 2005
Paine Webber November 1997 - July 2000
Education
Emory University - Goizueta Business School 1986 — 1989
Finance, Business
Penn State 1985 — 1986
Business
Bryan Laiks's Paine Webber Experience 1990 - 1999
Job Financial Planner / Wealth Manager
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - Present
Consultant 2010 - 2012
LPL Financial 2009 - 2010
ARDEC 2008 - October 2009
Morgan Stanley May 2004 - February 2008
UBS 1999 - 2004
Paine Webber 1990 - 1999
Skills
Financial Analysis, Product Support, Client Services, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Project Planning, Marketing, Product Management, Wealth Management, Series 7, Insurance, Strategic Financial..., Asset Managment, Retirement Planning, Securities, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Retirement, Relationship Management, Investment Banking, Derivatives, Hedge Funds, Due Diligence, Financial Services, Fixed Income, Asset Management, Series 63, ETFs, Finance, Estate Planning, Wealth Management..., Bloomberg, Wealth, Options, Series 24, Financial Markets, Financial Planners
Education
Fairleigh Dickinson University
BS, Accounting / Communication
Fairleigh Dickinson University
MBA, Finance
Morgan Stanley Wealth Management 2012 - Present
Consultant 2010 - 2012
LPL Financial 2009 - 2010
ARDEC 2008 - October 2009
Morgan Stanley May 2004 - February 2008
UBS 1999 - 2004
Paine Webber 1990 - 1999
Skills
Financial Analysis, Product Support, Client Services, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Project Planning, Marketing, Product Management, Wealth Management, Series 7, Insurance, Strategic Financial..., Asset Managment, Retirement Planning, Securities, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Retirement, Relationship Management, Investment Banking, Derivatives, Hedge Funds, Due Diligence, Financial Services, Fixed Income, Asset Management, Series 63, ETFs, Finance, Estate Planning, Wealth Management..., Bloomberg, Wealth, Options, Series 24, Financial Markets, Financial Planners
Education
Fairleigh Dickinson University
BS, Accounting / Communication
Fairleigh Dickinson University
MBA, Finance
John H. Klinges Esq./MBA/FRM/CAIA's Paine Webber Experience January 1998 - December 2000
Job Treasury Analyst at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo January 2014 - Present
Charles Schwab / J.P. Morgan January 2013 - December 2013
KPMG Advisory November 2010 - October 2012
Navigant Consulting September 2009 - September 2010
Citigroup 2006 - 2008
Wachovia Global Securities Lending February 2002 - April 2006
Paine Webber January 1998 - December 2000
Fitch Ratings March 1994 - December 1997
City of Philadelphia Treasurer's Officer 1992 - 1994
American Express September 1985 - August 1990
Skills
Form PF, Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Risk Management, Asset Managment, Derivatives, Mutual Funds, Investment Management, Financial Services, Wealth Management, Investment Advisory, Finance
Education
Seton Hall University School of Law 1999 — 2002
JD, Securities Law
University of Pennsylvania 1996 — 1997
Executive MPA, Government Administration
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1992
Masters of Accounting Program
Franklin & Marshall College
BA, Government
Wells Fargo January 2014 - Present
Charles Schwab / J.P. Morgan January 2013 - December 2013
KPMG Advisory November 2010 - October 2012
Navigant Consulting September 2009 - September 2010
Citigroup 2006 - 2008
Wachovia Global Securities Lending February 2002 - April 2006
Paine Webber January 1998 - December 2000
Fitch Ratings March 1994 - December 1997
City of Philadelphia Treasurer's Officer 1992 - 1994
American Express September 1985 - August 1990
Skills
Form PF, Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Risk Management, Asset Managment, Derivatives, Mutual Funds, Investment Management, Financial Services, Wealth Management, Investment Advisory, Finance
Education
Seton Hall University School of Law 1999 — 2002
JD, Securities Law
University of Pennsylvania 1996 — 1997
Executive MPA, Government Administration
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1992
Masters of Accounting Program
Franklin & Marshall College
BA, Government
Michael Brooks, CIMA, CIS's Paine Webber Experience June 1986 - February 1990
Job Senior Sales Executive
Industry Investment Management
Experience
Experienced Sales Professional available for New Opportunites January 2015 - Present
Lord, Abbett & Co. LLC January 1990 - December 2014
Paine Webber June 1986 - February 1990
The Sandage Companies March 1984 - March 1986
Merrill Lynch February 1979 - March 1984
Skills
Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Securities, Investment Advisory, Portfolio Management, Separately Managed..., Series 24, Series 8, FINRA, Financial Services, Series 63, Finance, Retirement Planning, Investment Strategies, Equities, Management, Sales, Fixed Income, Investment Management, Sales Management, Insurance, Relationship Management, Relationship Building
Education
Iowa State University
Experienced Sales Professional available for New Opportunites January 2015 - Present
Lord, Abbett & Co. LLC January 1990 - December 2014
Paine Webber June 1986 - February 1990
The Sandage Companies March 1984 - March 1986
Merrill Lynch February 1979 - March 1984
Skills
Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Securities, Investment Advisory, Portfolio Management, Separately Managed..., Series 24, Series 8, FINRA, Financial Services, Series 63, Finance, Retirement Planning, Investment Strategies, Equities, Management, Sales, Fixed Income, Investment Management, Sales Management, Insurance, Relationship Management, Relationship Building
Education
Iowa State University
Elena Wood's Paine Webber Experience March 2000 - May 2000
Job Sr. Administrative Assistant at Sony Computer Entertainment America
Industry Computer Games
Experience
Sony Computer Entertainment America November 2008 - Present
Sony Computer Entertainment America May 2008 - November 2008
The Bulletin Newspapers, Inc. February 2006 - May 2006
The Gardner News August 2000 - April 2001
Paine Webber March 2000 - May 2000
Harris and Associates January 2000 - March 2000
Worcester Magazine September 1999 - December 1999
Education
Guilford College 2002 — 2005
BA, Economics, International Studies
Sony Computer Entertainment America November 2008 - Present
Sony Computer Entertainment America May 2008 - November 2008
The Bulletin Newspapers, Inc. February 2006 - May 2006
The Gardner News August 2000 - April 2001
Paine Webber March 2000 - May 2000
Harris and Associates January 2000 - March 2000
Worcester Magazine September 1999 - December 1999
Education
Guilford College 2002 — 2005
BA, Economics, International Studies
Keith Lemnios's Paine Webber Experience 1988 - 1990
Job CEO/Founder Sun Coffee Roasters
Industry Food & Beverages
Experience
Sun Coffee Roasters 2008 - Present
Omar Coffee Company 1990 - 2007
Paine Webber 1988 - 1990
EF Hutton 1983 - 1987
Skills
Entrepreneurship, Food, Start-ups, Restaurants, New Business Development, Business Planning, Strategic Planning, Product Development, Business Strategy, Franchising, Food Service, Sales Management, Food & Beverage, Income Statement, Venture Capital, Retail, Business Development, Team Building, Profit, Mergers, Leadership, Pricing, P&L, P&L Management, Mergers & Acquisitions, Market Planning, Executive Management, Strategy, Forecasting
Education
Harvard Business School 2006 — 2008
The University of Connecticut School of Business 1977 — 1981
BS, Finance
Sun Coffee Roasters 2008 - Present
Omar Coffee Company 1990 - 2007
Paine Webber 1988 - 1990
EF Hutton 1983 - 1987
Skills
Entrepreneurship, Food, Start-ups, Restaurants, New Business Development, Business Planning, Strategic Planning, Product Development, Business Strategy, Franchising, Food Service, Sales Management, Food & Beverage, Income Statement, Venture Capital, Retail, Business Development, Team Building, Profit, Mergers, Leadership, Pricing, P&L, P&L Management, Mergers & Acquisitions, Market Planning, Executive Management, Strategy, Forecasting
Education
Harvard Business School 2006 — 2008
The University of Connecticut School of Business 1977 — 1981
BS, Finance
Debra L. Castaldo's Paine Webber Experience 1987 - 1990
Job NAM Director of Surveillance at Citigroup
Industry Financial Services
Experience
Citigroup 2005 - Present
Citigroup 1997 - 2005
Citigroup 1995 - 1997
Harch Capital Management 1994 - 1995
Paine Webber 1987 - 1990
Skills
Fixed Income, Equities, Trading, Financial Services, Risk Assessment, Management, Internal Controls, Team Building, Banking, Capital Markets, Risk Management, Financial Risk, Surveillance, Derivatives, Investment Banking
Education
Florida Atlantic University
Pace University - Lubin School of Business
Citigroup 2005 - Present
Citigroup 1997 - 2005
Citigroup 1995 - 1997
Harch Capital Management 1994 - 1995
Paine Webber 1987 - 1990
Skills
Fixed Income, Equities, Trading, Financial Services, Risk Assessment, Management, Internal Controls, Team Building, Banking, Capital Markets, Risk Management, Financial Risk, Surveillance, Derivatives, Investment Banking
Education
Florida Atlantic University
Pace University - Lubin School of Business
Carmine Pezzella,Jr.'s Paine Webber Experience 1995 - 2000
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Morgan Stanley Wealth Management December 2012 - March 2015
Boenning & Scattergood, Inc. September 2010 - February 2012
Hightower Advisors October 2009 - September 2010
Donnelly and Steen/Coastal Equities March 2009 - September 2009
UBS August 1980 - December 2008
Paine Webber 1995 - 2000
Kidder,Peabody 1980 - 1995
Skills
Wealth Management, Series 63, Securities, Investment Advisory, Alternative Investments, Series 7, Investments, Asset Managment, Asset Allocation, FINRA, Equities
Education
Fordham University
Merrill Lynch March 2015 - Present
Morgan Stanley Wealth Management December 2012 - March 2015
Boenning & Scattergood, Inc. September 2010 - February 2012
Hightower Advisors October 2009 - September 2010
Donnelly and Steen/Coastal Equities March 2009 - September 2009
UBS August 1980 - December 2008
Paine Webber 1995 - 2000
Kidder,Peabody 1980 - 1995
Skills
Wealth Management, Series 63, Securities, Investment Advisory, Alternative Investments, Series 7, Investments, Asset Managment, Asset Allocation, FINRA, Equities
Education
Fordham University
Joseph Ryan's Paine Webber Experience December 1992 - December 1994
Job Senior Vice PresidentFixed Income Sales at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC January 2013 - Present
Morgan Stanley August 2010 - April 2012
Finacorp Securities July 2009 - September 2010
Blaylock Robert Van February 2008 - March 2009
Credit Suisse January 1995 - January 2007
Paine Webber December 1992 - December 1994
Bear Stearns July 1991 - November 1992
Prudential Bache Securities July 1986 - June 1991
Skills
Fixed Income, Capital Markets, Trading, Bonds, Series 7, Electronic Trading, Hedge Funds, Securities, Investment Banking, Credit, Credit Derivatives, Derivatives, Structured Finance, Bloomberg, Swaps, Structured Products, Series 63, Equities, Alternative Investments, Interest Rate..., FINRA, Financial Markets, Asset Management, Equity Capital Markets, Relationship Management, Series 24, Options, Corporate Finance, Equity Trading, Fixed Income Products, Customer Service, High Yield, Customer Relations, Debt, Fixed Income Trading, Series 79
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & International Business
Harvard University 1982 — 1986
B.A., Classics
Xavier High School 1978 — 1982
Diploma
JVB Financial Group, LLC January 2013 - Present
Morgan Stanley August 2010 - April 2012
Finacorp Securities July 2009 - September 2010
Blaylock Robert Van February 2008 - March 2009
Credit Suisse January 1995 - January 2007
Paine Webber December 1992 - December 1994
Bear Stearns July 1991 - November 1992
Prudential Bache Securities July 1986 - June 1991
Skills
Fixed Income, Capital Markets, Trading, Bonds, Series 7, Electronic Trading, Hedge Funds, Securities, Investment Banking, Credit, Credit Derivatives, Derivatives, Structured Finance, Bloomberg, Swaps, Structured Products, Series 63, Equities, Alternative Investments, Interest Rate..., FINRA, Financial Markets, Asset Management, Equity Capital Markets, Relationship Management, Series 24, Options, Corporate Finance, Equity Trading, Fixed Income Products, Customer Service, High Yield, Customer Relations, Debt, Fixed Income Trading, Series 79
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & International Business
Harvard University 1982 — 1986
B.A., Classics
Xavier High School 1978 — 1982
Diploma
Tom Monti's Paine Webber Experience 1982 - 1986
Job Real Estate Sales The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group April 2015 - Present
Munireach LLC 2000 - 2014
M. R. Beal & Co 1992 - 1997
Prudential Capital Funding 1984 - 1988
Paine Webber 1982 - 1986
EF Hutton 1973 - 1982
Skills
Equities, Investments, Hedge Funds, Asset Management, Securities, Trading, Investment Banking, Alternative Investments, Series 7, Capital Markets, Private Equity, Fixed Income, Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate License, Sales
Education
Georgetown University
Stepinac High School
The Corcoran Group April 2015 - Present
Munireach LLC 2000 - 2014
M. R. Beal & Co 1992 - 1997
Prudential Capital Funding 1984 - 1988
Paine Webber 1982 - 1986
EF Hutton 1973 - 1982
Skills
Equities, Investments, Hedge Funds, Asset Management, Securities, Trading, Investment Banking, Alternative Investments, Series 7, Capital Markets, Private Equity, Fixed Income, Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate License, Sales
Education
Georgetown University
Stepinac High School
Michele (Califano) Sylvester's Paine Webber Experience 1995 - 2000
Job Senior Product Manager, Fixed Income Electronic Trading
Industry Financial Services
Experience
BGC Partners 2008 - Present
eSpeed, Inc. 2005 - 2007
eSpeed, Inc. 2002 - 2005
Paine Webber 1995 - 2000
Skills
Electronic Trading, Capital Markets, Fixed Income, Series 7, Trading Systems, Market Data, Financial Markets, Financial Services, Equities, Securities
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Skidmore College 1986 — 1990
BA, Economics
BGC Partners 2008 - Present
eSpeed, Inc. 2005 - 2007
eSpeed, Inc. 2002 - 2005
Paine Webber 1995 - 2000
Skills
Electronic Trading, Capital Markets, Fixed Income, Series 7, Trading Systems, Market Data, Financial Markets, Financial Services, Equities, Securities
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Skidmore College 1986 — 1990
BA, Economics
Scott Greenfield's Paine Webber Experience 1982 - 1988
Job Owner, Greenfield Insurance Group, LLC
Industry Insurance
Experience
Greenfield Insurance Group, LLC 2002 - Present
Filterfresh Coffee Service August 1986 - October 1995
Paine Webber 1982 - 1988
Skills
Healthcare, Business Development, Strategic Partnerships, Managed Care, Hospitals, Health Insurance, Long-term Care, Medicare, Healthcare Management, Physicians, Insurance, Healthcare Information..., Strategic Planning, Team Building, Workers Compensation
Education
State University of New York College at Plattsburgh 1980 — 1982
BS, Marketing
University of Tennessee-Knoxville 1979 — 1980
Marketing
Hudson Valley Community College 1977 — 1979
AA, Marketing
Shaker High School 1972 — 1976
Greenfield Insurance Group, LLC 2002 - Present
Filterfresh Coffee Service August 1986 - October 1995
Paine Webber 1982 - 1988
Skills
Healthcare, Business Development, Strategic Partnerships, Managed Care, Hospitals, Health Insurance, Long-term Care, Medicare, Healthcare Management, Physicians, Insurance, Healthcare Information..., Strategic Planning, Team Building, Workers Compensation
Education
State University of New York College at Plattsburgh 1980 — 1982
BS, Marketing
University of Tennessee-Knoxville 1979 — 1980
Marketing
Hudson Valley Community College 1977 — 1979
AA, Marketing
Shaker High School 1972 — 1976
Chris Schoen's Paine Webber Experience March 1996 - March 2000
Job Partner/Portfolio Manager at Seer Capital Management
Industry Financial Services
Experience
Seer Capital Management August 2008 - Present
Credit Suisse September 2000 - January 2008
DLJ March 2000 - September 2000
Paine Webber March 1996 - March 2000
Smith Barney March 1995 - March 1996
Prudential Securities September 1991 - March 1995
Deloitte & Touche June 1988 - September 1991
Education
Hampden-Sydney College 1984 — 1988
BA, Math/Computer Science
Seer Capital Management August 2008 - Present
Credit Suisse September 2000 - January 2008
DLJ March 2000 - September 2000
Paine Webber March 1996 - March 2000
Smith Barney March 1995 - March 1996
Prudential Securities September 1991 - March 1995
Deloitte & Touche June 1988 - September 1991
Education
Hampden-Sydney College 1984 — 1988
BA, Math/Computer Science
Edward Noonan's Paine Webber Experience 1994 - 2001
Job V.P. Wealth Management at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2001 - Present
Paine Webber 1994 - 2001
Education
Fairfield university 1972 — 1983
Fairfield University 1975 — 1979
Morgan Stanley Smith Barney April 2001 - Present
Paine Webber 1994 - 2001
Education
Fairfield university 1972 — 1983
Fairfield University 1975 — 1979
Jeffrey Jayson's Paine Webber Experience 1989 - 1991
Job Owner/Operator Bagel Culture
Industry Food & Beverages
Experience
Bagel Culture May 2013 - Present
World Gym Paramus January 1998 - August 2012
Paine Webber 1989 - 1991
Skills
Fitness, Personal Training, Fitness Training, Strength, Wellness, Lifestyle Coaching, Functional Training, Nutrition, Wellness Coaching, Nutritional Counseling, Lifestyle, Wellbeing, Entrepreneur, Athletics, Creative..., Food Industry, New Business Development, Small Business
Education
Iona College 1984 — 1988
BBA, MIS
Paramus Catholic 1980 — 1984
Bagel Culture May 2013 - Present
World Gym Paramus January 1998 - August 2012
Paine Webber 1989 - 1991
Skills
Fitness, Personal Training, Fitness Training, Strength, Wellness, Lifestyle Coaching, Functional Training, Nutrition, Wellness Coaching, Nutritional Counseling, Lifestyle, Wellbeing, Entrepreneur, Athletics, Creative..., Food Industry, New Business Development, Small Business
Education
Iona College 1984 — 1988
BBA, MIS
Paramus Catholic 1980 — 1984
Michael Spano, CPA's Paine Webber Experience 1980 - 1981
Job SVP Finance at HSBC Securities
Industry Banking
Experience
HSBC Securities 2001 - Present
Bank of Tokyo-Mitsubishi 1997 - 2001
UBS 1993 - 1997
Lehman Brothers 1992 - 1993
Ernst & Young 1984 - 1992
Weinick, Sanders & Co. 1981 - 1984
Paine Webber 1980 - 1981
Skills
Derivatives, Financial Analysis, Capital Markets, Treasury, Trading, Strategic Financial..., Financial Reporting, US GAAP, IFRS, MIS, Accounting, Hedge Funds, Fixed Income, Product Control, Business Intelligence
Education
Fordham University 1976 — 1980
BS, Accounting
HSBC Securities 2001 - Present
Bank of Tokyo-Mitsubishi 1997 - 2001
UBS 1993 - 1997
Lehman Brothers 1992 - 1993
Ernst & Young 1984 - 1992
Weinick, Sanders & Co. 1981 - 1984
Paine Webber 1980 - 1981
Skills
Derivatives, Financial Analysis, Capital Markets, Treasury, Trading, Strategic Financial..., Financial Reporting, US GAAP, IFRS, MIS, Accounting, Hedge Funds, Fixed Income, Product Control, Business Intelligence
Education
Fordham University 1976 — 1980
BS, Accounting
Neal Goldenberg's Paine Webber Experience December 1994 - May 1995
Job Plastic (PIM), Metal (MIM) and Ceramic (CIM) Injection molding business professional | Owner
Industry Plastics
Experience
Polymer Technologies Inc January 1997 - Present
Paine Webber December 1994 - May 1995
Pratt & Whitney May 1994 - September 1994
Skills
Manufacturing, Lean Manufacturing, Injection Molding, Plastics, Product Development, Six Sigma, Machine Tools, Continuous Improvement, Machining, Manufacturing..., Engineering, Engineering Management, Manufacturing..., Kaizen, SPC
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Co-Major Entrepreneurship and Operations Mgt
University of Massachusetts at Amherst - Isenberg School of Management 1991 — 1995
Bachelors of Science, Finance
Dwight-Englewood Prep 1988 — 1991
HS Diploma
Polymer Technologies Inc January 1997 - Present
Paine Webber December 1994 - May 1995
Pratt & Whitney May 1994 - September 1994
Skills
Manufacturing, Lean Manufacturing, Injection Molding, Plastics, Product Development, Six Sigma, Machine Tools, Continuous Improvement, Machining, Manufacturing..., Engineering, Engineering Management, Manufacturing..., Kaizen, SPC
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Co-Major Entrepreneurship and Operations Mgt
University of Massachusetts at Amherst - Isenberg School of Management 1991 — 1995
Bachelors of Science, Finance
Dwight-Englewood Prep 1988 — 1991
HS Diploma
Charles McManus CFP(R)'s Paine Webber Experience 1997 - 2000
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
Morgan Stanley December 2000 - August 2013
Paine Webber 1997 - 2000
Skills
Investments, Management, Fixed Income, Alternative Investments, Strategic Planning, Retirement Planning, Mutual Funds, Equities, Process Improvement, Team Building, Budgets, Business Planning, Competitive Analysis, New Business Development, Team Leadership
Education
Iona College 1987 — 1990
MBA
Manhattan College 1975 — 1979
BSEE, Electrical Engineering
Wells Fargo Advisors, LLC August 2013 - Present
Morgan Stanley December 2000 - August 2013
Paine Webber 1997 - 2000
Skills
Investments, Management, Fixed Income, Alternative Investments, Strategic Planning, Retirement Planning, Mutual Funds, Equities, Process Improvement, Team Building, Budgets, Business Planning, Competitive Analysis, New Business Development, Team Leadership
Education
Iona College 1987 — 1990
MBA
Manhattan College 1975 — 1979
BSEE, Electrical Engineering
Sam Aridi's Paine Webber Experience January 1992 - June 1992
Job Financial Representative
Industry Financial Services
Experience
Spence Cassidy & Associates, LLC June 2008 - Present
Paine Webber January 1992 - June 1992
Sambo's Restaurant Inc. January 1977 - January 1982
Education
Embry-Riddle Aeronautical University 1969 — 1974
Bachelor of Science, Aeronautical Engineering
Embry-Riddle Aeronautical University 1969 — 1974
Private Pilot Single Engine Land, Airframe & Powerplant
Spence Cassidy & Associates, LLC June 2008 - Present
Paine Webber January 1992 - June 1992
Sambo's Restaurant Inc. January 1977 - January 1982
Education
Embry-Riddle Aeronautical University 1969 — 1974
Bachelor of Science, Aeronautical Engineering
Embry-Riddle Aeronautical University 1969 — 1974
Private Pilot Single Engine Land, Airframe & Powerplant
Matthew Stover's Paine Webber Experience July 1995 - July 1999
Job Equity Research Analyst at Susquehanna International Group, LLP (SIG)
Industry Investment Management
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
Guggenheim Capital Markets March 2011 - April 2014
Wellington Management March 2002 - December 2009
Salomon Smith Barney August 1999 - March 2002
Paine Webber July 1995 - July 1999
Bear Stearns May 1991 - July 1995
Skills
Equity Research, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Financial Analysis, Investment Banking
Education
Fordham University 1987 — 1991
BS, Economics
Susquehanna International Group, LLP (SIG) July 2014 - Present
Guggenheim Capital Markets March 2011 - April 2014
Wellington Management March 2002 - December 2009
Salomon Smith Barney August 1999 - March 2002
Paine Webber July 1995 - July 1999
Bear Stearns May 1991 - July 1995
Skills
Equity Research, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Financial Analysis, Investment Banking
Education
Fordham University 1987 — 1991
BS, Economics
Devin Laden's Paine Webber Experience 1996 - 2000
Job at SK Madison Commodities
Industry Financial Services
Experience
Madison Trading March 2010 - Present
LadenCapital May 2007 - July 2010
NAF Funding October 2005 - May 2007
Avatar Associates May 2000 - September 2005
Paine Webber 1996 - 2000
Skills
Mergers, Trading, Hedge Funds, Series 7, Series 63, Equity Derivatives, Investment Banking, Investments, Equities, Mergers & Acquisitions
Education
Fairfield University 1993 — 1998
BS, Political Science
Madison Trading March 2010 - Present
LadenCapital May 2007 - July 2010
NAF Funding October 2005 - May 2007
Avatar Associates May 2000 - September 2005
Paine Webber 1996 - 2000
Skills
Mergers, Trading, Hedge Funds, Series 7, Series 63, Equity Derivatives, Investment Banking, Investments, Equities, Mergers & Acquisitions
Education
Fairfield University 1993 — 1998
BS, Political Science
Anthony Picciuto's Paine Webber Experience January 1990 - January 1992
Job President Wall Street Consultants LLCThird Party Research
Industry Financial Services
Experience
AUTOWRAPTEC LLC June 2010 - Present
Wall Street Consultants LLC January 2001 - Present
Stuyvesant Trains & Hobbies, Inc January 1994 - January 2004
Josephthal & Co January 1992 - January 1994
Paine Webber January 1990 - January 1992
PHILLIPS APPEL & WALDEN INC January 1974 - January 1990
Hooper Holmes Bureau January 1973 - January 1974
Sunshine Biscuits January 1972 - January 1973
WAGNER ELECTRIC INC January 1971 - January 1972
Education
Fairleigh Dickinson University-Madison New Jersey USA 1968 — 1971
BS, ACCOUNTING, FINANCE
Columbia H.S. 1965 1963 — 1965
AUTOWRAPTEC LLC June 2010 - Present
Wall Street Consultants LLC January 2001 - Present
Stuyvesant Trains & Hobbies, Inc January 1994 - January 2004
Josephthal & Co January 1992 - January 1994
Paine Webber January 1990 - January 1992
PHILLIPS APPEL & WALDEN INC January 1974 - January 1990
Hooper Holmes Bureau January 1973 - January 1974
Sunshine Biscuits January 1972 - January 1973
WAGNER ELECTRIC INC January 1971 - January 1972
Education
Fairleigh Dickinson University-Madison New Jersey USA 1968 — 1971
BS, ACCOUNTING, FINANCE
Columbia H.S. 1965 1963 — 1965
Vincent Browne's Paine Webber Experience May 1988 - May 1993
Job RETIRED!
Industry Financial Services
Experience
Retired October 2012 - Present
Deutsche Bank 2011 - July 2012
Credit Suisse 2000 - 2009
Nikko Securities America June 1998 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - May 1998
Paine Webber May 1988 - May 1993
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Equities, Prime Brokerage, FX Options, Hedge Funds, Back Office, Securities, Structured Products, Middle Office, Collateral Management, Dodd-Frank, Valuation, Swaps, Financial Services, Credit
Education
New York University - Leonard N. Stern School of Business 1976 — 1982
MBA, Finance
Fordham University 1970 — 1974
BS, Psychology
Retired October 2012 - Present
Deutsche Bank 2011 - July 2012
Credit Suisse 2000 - 2009
Nikko Securities America June 1998 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - May 1998
Paine Webber May 1988 - May 1993
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Equities, Prime Brokerage, FX Options, Hedge Funds, Back Office, Securities, Structured Products, Middle Office, Collateral Management, Dodd-Frank, Valuation, Swaps, Financial Services, Credit
Education
New York University - Leonard N. Stern School of Business 1976 — 1982
MBA, Finance
Fordham University 1970 — 1974
BS, Psychology
Sasan Doroudian's Paine Webber Experience March 1996 - March 2000
Job Credit trader
Industry Financial Services
Experience
AllianceBernstein October 2011 - Present
Societe Generale 2010 - September 2011
MNB, LLC 2009 - 2010
SAC Capital November 2004 - March 2008
UBS Investment Bank November 2000 - March 2004
Paine Webber March 1996 - March 2000
Firmseek 2000 - 2000
Credit Suisse First Boston March 1995 - March 1996
Kidder Peabody September 1993 - March 1996
Education
Haverford College 1988 — 1992
B.A., Philosophy
AllianceBernstein October 2011 - Present
Societe Generale 2010 - September 2011
MNB, LLC 2009 - 2010
SAC Capital November 2004 - March 2008
UBS Investment Bank November 2000 - March 2004
Paine Webber March 1996 - March 2000
Firmseek 2000 - 2000
Credit Suisse First Boston March 1995 - March 1996
Kidder Peabody September 1993 - March 1996
Education
Haverford College 1988 — 1992
B.A., Philosophy
Ian David Levy's Paine Webber Experience February 1985 - January 1986
Job Director at Riskspan, Inc.
Industry Financial Services
Experience
Riskspan, Inc. March 2012 - November 2012
Further Lane asset Management July 2010 - March 2012
Millennium Partners October 2008 - October 2009
The Seaport Group July 2008 - October 2008
Interactive Data April 1996 - April 2008
BZW (Barclays de Zoete Wedd) September 1993 - March 1996
UBS Investment Bank September 1990 - February 1993
Prudential Financial February 1987 - August 1990
Dean Witter Reynolds February 1986 - January 1987
Paine Webber February 1985 - January 1986
Skills
Capital Markets, Bloomberg, Structured Products, ABS, Analysis, Valuation, MBS, Derivatives, Bonds
Education
Florida Atlantic University 1981 — 1984
BBA, Finance
Riskspan, Inc. March 2012 - November 2012
Further Lane asset Management July 2010 - March 2012
Millennium Partners October 2008 - October 2009
The Seaport Group July 2008 - October 2008
Interactive Data April 1996 - April 2008
BZW (Barclays de Zoete Wedd) September 1993 - March 1996
UBS Investment Bank September 1990 - February 1993
Prudential Financial February 1987 - August 1990
Dean Witter Reynolds February 1986 - January 1987
Paine Webber February 1985 - January 1986
Skills
Capital Markets, Bloomberg, Structured Products, ABS, Analysis, Valuation, MBS, Derivatives, Bonds
Education
Florida Atlantic University 1981 — 1984
BBA, Finance
Steven Karaman's Paine Webber Experience May 1996 - October 1996
Job SVP & Treasurer at Suffolk County National Bank
Industry Banking
Experience
Suffolk County National Bank April 2012 - Present
State Bank of Long Island October 1996 - February 2012
Paine Webber May 1996 - October 1996
Skills
Banking, Commercial Banking, Financial Risk, Retail Banking, Treasury Management, Portfolio Management, Accounting, Credit Risk, Investments, Risk Management, Financial Modeling, Due Diligence, Lines Of Credit, Mergers & Acquisitions, Financial Analysis, Mortgage Lending, Finance, Commercial Mortgages, Asset Based Lending, Consumer Lending, Underwriting, Small Business Lending, Financial Services
Education
Hofstra University 1992 — 2000
BBA, MBA, Banking and Finance
Suffolk County National Bank April 2012 - Present
State Bank of Long Island October 1996 - February 2012
Paine Webber May 1996 - October 1996
Skills
Banking, Commercial Banking, Financial Risk, Retail Banking, Treasury Management, Portfolio Management, Accounting, Credit Risk, Investments, Risk Management, Financial Modeling, Due Diligence, Lines Of Credit, Mergers & Acquisitions, Financial Analysis, Mortgage Lending, Finance, Commercial Mortgages, Asset Based Lending, Consumer Lending, Underwriting, Small Business Lending, Financial Services
Education
Hofstra University 1992 — 2000
BBA, MBA, Banking and Finance
kerry stein's Paine Webber Experience 1995 - 2000
Job managing director at BTIG
Industry Financial Services
Experience
Lloyds Banking Group September 2011 - Present
BTIG January 2010 - June 2011
JonesTrading 2008 - 2010
Dresdner Bank 2000 - 2002
Paine Webber 1995 - 2000
PaineWebber 1995 - 2000
Education
Franklin Pierce University 1976 — 1980
bs finance, economics
Lloyds Banking Group September 2011 - Present
BTIG January 2010 - June 2011
JonesTrading 2008 - 2010
Dresdner Bank 2000 - 2002
Paine Webber 1995 - 2000
PaineWebber 1995 - 2000
Education
Franklin Pierce University 1976 — 1980
bs finance, economics
Adam Minnick's Paine Webber Experience July 1997 - July 1999
Job Partner at Stonetown Capital
Industry Real Estate
Experience
Stonetown Capital June 2011 - Present
Amstar Group August 2005 - March 2012
Goldman Sachs August 1999 - May 2003
Paine Webber July 1997 - July 1999
Skills
Real Estate Economics, Private Equity, Due Diligence, Valuation, Real Estate Development, Asset Managment, Joint Ventures, Investments, Real Estate, Financial Modeling, Real Estate Transactions, Mergers, Disposition, Acquisitions, Mergers & Acquisitions, Contract Negotiation, Investment Properties, Asset Management
Education
Harvard Business School 2003 — 2005
MBA
Middlebury College 1993 — 1997
BA
Stonetown Capital June 2011 - Present
Amstar Group August 2005 - March 2012
Goldman Sachs August 1999 - May 2003
Paine Webber July 1997 - July 1999
Skills
Real Estate Economics, Private Equity, Due Diligence, Valuation, Real Estate Development, Asset Managment, Joint Ventures, Investments, Real Estate, Financial Modeling, Real Estate Transactions, Mergers, Disposition, Acquisitions, Mergers & Acquisitions, Contract Negotiation, Investment Properties, Asset Management
Education
Harvard Business School 2003 — 2005
MBA
Middlebury College 1993 — 1997
BA
Huntington Tack Simmons's Paine Webber Experience 2000 - 2001
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
CRT Capital Group May 2005 - October 2011
UBS 2001 - 2005
Paine Webber 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Equity Trading, Equities, Trading, Series 24, Series 7, Series 63, Securities, Investments, Financial Markets, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Life Insurance, Mortgage Lending, Fixed Income, FINRA, Bloomberg, Derivatives, Capital Markets, Equity Research, Alternative Investments, Electronic Trading, Options, Hedge Funds, Risk Management, Bonds, Investment Banking, Trading Systems, Mutual Funds, Investment Strategies, Investment Management
Education
Harvard College 1985 — 1989
Bachelor of Arts, East Asian Studies
Groton School 1979 — 1984
CRT Capital Group May 2005 - October 2011
UBS 2001 - 2005
Paine Webber 2000 - 2001
Bear Stearns 1998 - 2000
Salomon Brothers 1996 - 1998
Lehman Brothers 1992 - 1996
Skills
Equity Trading, Equities, Trading, Series 24, Series 7, Series 63, Securities, Investments, Financial Markets, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Estate Planning, Life Insurance, Mortgage Lending, Fixed Income, FINRA, Bloomberg, Derivatives, Capital Markets, Equity Research, Alternative Investments, Electronic Trading, Options, Hedge Funds, Risk Management, Bonds, Investment Banking, Trading Systems, Mutual Funds, Investment Strategies, Investment Management
Education
Harvard College 1985 — 1989
Bachelor of Arts, East Asian Studies
Groton School 1979 — 1984
Kevin Reardon's Paine Webber Experience 1998 - 2000
Job Managing Director and Principal at Next Tier HD
Industry Real Estate
Experience
Next Tier HD June 2013 - Present
Greyfields Investors LLC 2005 - Present
T-Rex Capital LLC 2001 - 2005
UBS Global Asset Management 2000 - 2001
Paine Webber 1998 - 2000
NorthStar Capital 1997 - 1998
Lazard Freres & Co. 1995 - 1997
Dewey Ballantine LLP 1993 - 1995
Lifetime Television September 1990 - May 1993
Lincoln Realty Capital 1988 - 1990
Skills
Private Equity, Real Estate Development, Property Management, Acquisitions, Real Estate Transactions, Investment Properties, Portfolio Management, Finance, Cash Flow, Investors
Education
Fordham University 1976 — 1980
BS, Accounting
Next Tier HD June 2013 - Present
Greyfields Investors LLC 2005 - Present
T-Rex Capital LLC 2001 - 2005
UBS Global Asset Management 2000 - 2001
Paine Webber 1998 - 2000
NorthStar Capital 1997 - 1998
Lazard Freres & Co. 1995 - 1997
Dewey Ballantine LLP 1993 - 1995
Lifetime Television September 1990 - May 1993
Lincoln Realty Capital 1988 - 1990
Skills
Private Equity, Real Estate Development, Property Management, Acquisitions, Real Estate Transactions, Investment Properties, Portfolio Management, Finance, Cash Flow, Investors
Education
Fordham University 1976 — 1980
BS, Accounting
Thomas Cosinuke's Paine Webber Experience September 1999 - June 2004
Job Director and Financial Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2009 - June 2015
UBS Financial Services, Inc. July 2008 - December 2009
UBS Financial Services, Inc. July 2004 - June 2008
Paine Webber September 1999 - June 2004
Sentinel Financial Services, Inc. July 1994 - September 1999
Equity Services, Inc. 1990 - 1994
Education
Gettysburg College 1973 — 1977
Bachelor’s Degree
UBS Financial Services, Inc. December 2009 - June 2015
UBS Financial Services, Inc. July 2008 - December 2009
UBS Financial Services, Inc. July 2004 - June 2008
Paine Webber September 1999 - June 2004
Sentinel Financial Services, Inc. July 1994 - September 1999
Equity Services, Inc. 1990 - 1994
Education
Gettysburg College 1973 — 1977
Bachelor’s Degree
Gil Kuta's Paine Webber Experience 1990 - 1995
Job Senior Vice President of Investments
Industry Investment Management
Experience
Capitol Securities Management August 2009 - Present
Ferris Baker Watts 1995 - 2009
Paine Webber 1990 - 1995
A.G. Edwards 1986 - 1990
Merrill Lynch 1983 - 1986
Skills
Customer Relations, Investments, Insurance, Retirement Planning, Financial Planning, Estate Planning, Marketing Communications, Writing, Strategic Planning, Investment Strategies, Strategic Financial..., Mutual Funds, Wealth Management, Series 63, Securities, Asset Management, Retirement, Series 7, Investment Advisory
Education
Frostburg State University 1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Capitol Securities Management August 2009 - Present
Ferris Baker Watts 1995 - 2009
Paine Webber 1990 - 1995
A.G. Edwards 1986 - 1990
Merrill Lynch 1983 - 1986
Skills
Customer Relations, Investments, Insurance, Retirement Planning, Financial Planning, Estate Planning, Marketing Communications, Writing, Strategic Planning, Investment Strategies, Strategic Financial..., Mutual Funds, Wealth Management, Series 63, Securities, Asset Management, Retirement, Series 7, Investment Advisory
Education
Frostburg State University 1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Jonathan Badner's Paine Webber Experience September 1994 - May 1999
Job A.V.P Fixed Income Manager at JP Morgan HFS
Industry Banking
Experience
J.P. Morgan August 2007 - Present
J.P. Morgan May 1999 - August 2007
Paine Webber September 1994 - May 1999
Skills
Fixed Income, Hedge Funds, Portfolio Management, Banking, Investments, Mutual Funds, Trading, Settlement, Middle Office, Bonds, Credit, Cash Management, Prime Brokerage, Asset Allocation, Analysis, Internal Controls, Business Planning, Credit Analysis, Bloomberg, Microsoft Office, Geneva Accounting System
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Finance, 3.50
SUNY Albany 1990 — 1994
Bachelor of Arts, History, 3.06
Oxford University 1993 — 1993
Exchange Program, European History, 4.0
J.P. Morgan August 2007 - Present
J.P. Morgan May 1999 - August 2007
Paine Webber September 1994 - May 1999
Skills
Fixed Income, Hedge Funds, Portfolio Management, Banking, Investments, Mutual Funds, Trading, Settlement, Middle Office, Bonds, Credit, Cash Management, Prime Brokerage, Asset Allocation, Analysis, Internal Controls, Business Planning, Credit Analysis, Bloomberg, Microsoft Office, Geneva Accounting System
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Finance, 3.50
SUNY Albany 1990 — 1994
Bachelor of Arts, History, 3.06
Oxford University 1993 — 1993
Exchange Program, European History, 4.0
Louis Albanese's Paine Webber Experience 1982 - 1990
Job President & CEO at Catamount Wealth Management
Industry Financial Services
Experience
Catamount Wealth Management President & CEOCatamount Wealth Management2003 - Present
Constitution Capital Corp. 1993 - 2003
Prudential Securities 1990 - 1993
Paine Webber 1982 - 1990
Education
Fairfield University
B.S., Business, Mathematics, Psychology
Catamount Wealth Management President & CEOCatamount Wealth Management2003 - Present
Constitution Capital Corp. 1993 - 2003
Prudential Securities 1990 - 1993
Paine Webber 1982 - 1990
Education
Fairfield University
B.S., Business, Mathematics, Psychology
Raymond Gallagher's Paine Webber Experience 1987 - 1991
Job Owner, Raymond P Gallagher CPA P.C.
Industry Accounting
Experience
Raymond P Gallagher CPA P.C. 1992 - Present
Paine Webber 1987 - 1991
AVNET 1983 - 1987
Laventhol and Horwath, C.P.A.'s 1976 - 1983
Education
Iona College 1973 — 1977
Bachelor's degree, Accounting
Raymond P Gallagher CPA P.C. 1992 - Present
Paine Webber 1987 - 1991
AVNET 1983 - 1987
Laventhol and Horwath, C.P.A.'s 1976 - 1983
Education
Iona College 1973 — 1977
Bachelor's degree, Accounting
Katherine Hensel's Paine Webber Experience August 1985 - August 1986
Job Trustee, Manager of Family Office
Industry
Experience
Sage Consulting 2011 - Present
Sage Asset Management 2010 - 2014
Sage Asset Management 1999 - 2009
Chancellor Capital Management 1996 - 1998
Lehman Brothers 1993 - 1995
Lehman Brothers 1990 - 1993
Lehman Brothers April 1987 - 1990
Lehman Brothers August 1986 - March 1987
Paine Webber August 1985 - August 1986
Paine Webber June 1984 - August 1984
Skills
Fixed Income, Mergers & Acquisitions, Portfolio Management, Equities, Investments, Customer Service, Investment Banking, Asset Management, Microsoft Excel, Capital Markets, Equity Research
Education
Harvard Business School 1983 — 1985
MBA, Business Administration and Management, General
Harvard University 1977 — 1981
A.B., Geological Sciences
Sage Consulting 2011 - Present
Sage Asset Management 2010 - 2014
Sage Asset Management 1999 - 2009
Chancellor Capital Management 1996 - 1998
Lehman Brothers 1993 - 1995
Lehman Brothers 1990 - 1993
Lehman Brothers April 1987 - 1990
Lehman Brothers August 1986 - March 1987
Paine Webber August 1985 - August 1986
Paine Webber June 1984 - August 1984
Skills
Fixed Income, Mergers & Acquisitions, Portfolio Management, Equities, Investments, Customer Service, Investment Banking, Asset Management, Microsoft Excel, Capital Markets, Equity Research
Education
Harvard Business School 1983 — 1985
MBA, Business Administration and Management, General
Harvard University 1977 — 1981
A.B., Geological Sciences
CANDACE DAVENPORT's Paine Webber Experience December 2003 - October 2004
Job RETAIL SALES REP at Time Warner Cable
Industry Retail
Experience
Time Warner Cable 2011 - Present
Time Warner Cable March 2010 - Present
Warner Cable January 2009 - March 2010
Warner Cable March 2008 - January 2009
Business Associates - Noble Resources September 2007 - February 2008
Ajilon Office March 2007 - September 2007
Cablevision Communications March 2005 - May 2007
Local 32BJ October 2004 - March 2005
Paine Webber December 2003 - October 2004
CARE PLUS HEALTH INSURANCE March 2003 - December 2003
Education
Guilford College
Forensic Biology & Physiology
St. Francis College
Medical
Time Warner Cable 2011 - Present
Time Warner Cable March 2010 - Present
Warner Cable January 2009 - March 2010
Warner Cable March 2008 - January 2009
Business Associates - Noble Resources September 2007 - February 2008
Ajilon Office March 2007 - September 2007
Cablevision Communications March 2005 - May 2007
Local 32BJ October 2004 - March 2005
Paine Webber December 2003 - October 2004
CARE PLUS HEALTH INSURANCE March 2003 - December 2003
Education
Guilford College
Forensic Biology & Physiology
St. Francis College
Medical
Henry A. Greenberg's Paine Webber Experience 1985 - 1995
Job Financial Advisor with over 28 years of experience
Industry Financial Services
Experience
North Pointe Wealth Management 2009 - Present
Wells Fargo Advisors 1995 - 2009
Paine Webber 1985 - 1995
Skills
Asset Management, Retirement Planning, Education Planning, Investment Strategies, Financial Planning, Strategic Financial..., Social Media, Wealth Management, Small Business, Series 7, Strategic Planning, Fixed Annuities, Microsoft Excel, Financial Planners, Investments, Asset Allocation, Negotiation, Sales Management, 401k, Risk Management, Public Speaking, Sales, Mutual Funds, Marketing, Retirement
Education
Franklin Pierce College 1970 — 1974
Bachelor of Arts (B.A.), Psychology (major), Business (minor)
Worcester Academy 1965 — 1970
North Pointe Wealth Management 2009 - Present
Wells Fargo Advisors 1995 - 2009
Paine Webber 1985 - 1995
Skills
Asset Management, Retirement Planning, Education Planning, Investment Strategies, Financial Planning, Strategic Financial..., Social Media, Wealth Management, Small Business, Series 7, Strategic Planning, Fixed Annuities, Microsoft Excel, Financial Planners, Investments, Asset Allocation, Negotiation, Sales Management, 401k, Risk Management, Public Speaking, Sales, Mutual Funds, Marketing, Retirement
Education
Franklin Pierce College 1970 — 1974
Bachelor of Arts (B.A.), Psychology (major), Business (minor)
Worcester Academy 1965 — 1970
Del Muchow's Paine Webber Experience June 1968 - January 1982
Job Funeral Director/Embalmber at Complete Maintenance
Industry Facilities Services
Experience
Complete Maintenance Operations ManagerShearson Lehman BrothersFebruary 1982 - April 1993
Paine Webber June 1968 - January 1982
Skills
Bi-lingual
Education
Santa Rosa Junior College 1965 — 1967
Gupton Jones College of Funeral Service
Complete Maintenance Operations ManagerShearson Lehman BrothersFebruary 1982 - April 1993
Paine Webber June 1968 - January 1982
Skills
Bi-lingual
Education
Santa Rosa Junior College 1965 — 1967
Gupton Jones College of Funeral Service
Cw Hornsby's Paine Webber Experience 1973 - 1984
Job Owner, Hornsby & Company, Inc.
Industry Oil & Energy
Experience
Hornsby & Company, Inc. October 1994 - Present
Kidder Peabody 1984 - 1995
Paine Webber 1973 - 1984
Skills
Team Building, Derivatives, Energy, Negotiation, Upstream, Petroleum, Business Strategy, Project Management, Microsoft Office, New Business Development, Strategic Planning, Business Development, Trading, Risk Management, Natural Gas, Project Planning, Customer Service
Education
Furman University
Bachelor's degree, Economics
Hornsby & Company, Inc. October 1994 - Present
Kidder Peabody 1984 - 1995
Paine Webber 1973 - 1984
Skills
Team Building, Derivatives, Energy, Negotiation, Upstream, Petroleum, Business Strategy, Project Management, Microsoft Office, New Business Development, Strategic Planning, Business Development, Trading, Risk Management, Natural Gas, Project Planning, Customer Service
Education
Furman University
Bachelor's degree, Economics
John J. D'Alessandro's Paine Webber Experience August 1998 - August 2001
Job Wealth Advisor | Branch Manager | Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2001 - Present
Paine Webber August 1998 - August 2001
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Securities Industry Institute, Portfolio and Asset Management
Drexel University 2003 — 2005
M.S. Finance, LeBow School of Business
Siena College 1994 — 1998
B.S. Finance, Finance & Accounting
St. Augustine Prep 1990 — 1994
High School
Morgan Stanley August 2001 - Present
Paine Webber August 1998 - August 2001
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Securities Industry Institute, Portfolio and Asset Management
Drexel University 2003 — 2005
M.S. Finance, LeBow School of Business
Siena College 1994 — 1998
B.S. Finance, Finance & Accounting
St. Augustine Prep 1990 — 1994
High School
Frank Pomar's Paine Webber Experience July 1997 - February 2001
Job Principal, FPP Realty Corp.
Industry Financial Services
Experience
FPP Realty Corp April 2013 - Present
BlackRock Financial Management April 2004 - March 2013
Lend Lease Real Estate Investments February 2001 - March 2004
Paine Webber July 1997 - February 2001
PNC April 1992 - July 1997
Skills
Change Management
Education
Fordham University School of Law
Doctor of Law (JD)
Iona College
Bachelor's degree
FPP Realty Corp April 2013 - Present
BlackRock Financial Management April 2004 - March 2013
Lend Lease Real Estate Investments February 2001 - March 2004
Paine Webber July 1997 - February 2001
PNC April 1992 - July 1997
Skills
Change Management
Education
Fordham University School of Law
Doctor of Law (JD)
Iona College
Bachelor's degree
Jennifer Marionni's Paine Webber Experience 1997 - 1999
Job Executive Chef
Industry Food & Beverages
Experience
No Fuss Lunch LLC October 2014 - Present
JKTG 2010 - Present
Jen's Kitchen To Go 2008 - 2015
Fortress Investment Group 1999 - 2001
Paine Webber 1997 - 1999
Bear Stearns 1993 - 1997
Skills
Culinary Skills, Food, Menu Development, Catering, Food Service, Cooking, Food Safety, Restaurants, Food & Beverage, Fine Dining, Cuisine, Recipes, Food Industry, Restaurant Management, Banquets, Hospitality, Sanitation, Food Preparation, Pastry, Inventory Management, Gourmet
Education
French Culinary Institute 2000 — 2001
Culinary Arts
Susquehanna University 1993 — 1997
Bachelor of Arts (B.A.), Public Relations
Ridge High School
High School Diploma
No Fuss Lunch LLC October 2014 - Present
JKTG 2010 - Present
Jen's Kitchen To Go 2008 - 2015
Fortress Investment Group 1999 - 2001
Paine Webber 1997 - 1999
Bear Stearns 1993 - 1997
Skills
Culinary Skills, Food, Menu Development, Catering, Food Service, Cooking, Food Safety, Restaurants, Food & Beverage, Fine Dining, Cuisine, Recipes, Food Industry, Restaurant Management, Banquets, Hospitality, Sanitation, Food Preparation, Pastry, Inventory Management, Gourmet
Education
French Culinary Institute 2000 — 2001
Culinary Arts
Susquehanna University 1993 — 1997
Bachelor of Arts (B.A.), Public Relations
Ridge High School
High School Diploma
Edward Gull's Paine Webber Experience May 1994 - June 1999
Job Finance Director at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX May 2013 - Present
Deutsche Bank November 2000 - June 2012
Credit Lyonnais June 1999 - November 2000
Paine Webber May 1994 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Financial Analysis, Finance, Fixed Income, Capital Markets, Financial Modeling, Mergers
Education
Fairleigh Dickinson University 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
University of Rhode Island - College of Business Administration 1986 — 1990
Bachelor's degree, Finance, General
NASDAQ OMX May 2013 - Present
Deutsche Bank November 2000 - June 2012
Credit Lyonnais June 1999 - November 2000
Paine Webber May 1994 - June 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Financial Analysis, Finance, Fixed Income, Capital Markets, Financial Modeling, Mergers
Education
Fairleigh Dickinson University 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
University of Rhode Island - College of Business Administration 1986 — 1990
Bachelor's degree, Finance, General
Tony Conklin's Paine Webber Experience 1997 - 2000
Job Managing Director Associate Director of Research at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank May 2004 - Present
Deutsche Bank February 2001 - April 2004
PaineWebber October 1997 - May 2000
Paine Webber 1997 - 2000
Paine Webber 1997 - 2000
Skills
Corporate Finance, Project Management, Strategy, Investments, Management, Equities, Equity Research, Capital Markets, Financial Modeling, Fixed Income, Investment Banking, Trading
Education
Hobart College
Deutsche Bank May 2004 - Present
Deutsche Bank February 2001 - April 2004
PaineWebber October 1997 - May 2000
Paine Webber 1997 - 2000
Paine Webber 1997 - 2000
Skills
Corporate Finance, Project Management, Strategy, Investments, Management, Equities, Equity Research, Capital Markets, Financial Modeling, Fixed Income, Investment Banking, Trading
Education
Hobart College
Valerie Leeder's Paine Webber Experience 1999 - 2000
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs 2005 - Present
Goldman Sachs 2000 - 2004
Paine Webber 1999 - 2000
Paine Webber 1998 - 1999
Skills
Hedge Funds, Middle Office, Investment Banking, Fixed Income, Equities, Prime Brokerage, Capital Markets, Credit Derivatives, Derivatives, Structured Products, Bloomberg, Interest Rate..., Swaps, Equity Derivatives, Securities Lending, Risk Management, Securities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting
State University of New York College at Cortland
Bachelor of Science (BS), Economics and Management Science
Goldman Sachs 2005 - Present
Goldman Sachs 2000 - 2004
Paine Webber 1999 - 2000
Paine Webber 1998 - 1999
Skills
Hedge Funds, Middle Office, Investment Banking, Fixed Income, Equities, Prime Brokerage, Capital Markets, Credit Derivatives, Derivatives, Structured Products, Bloomberg, Interest Rate..., Swaps, Equity Derivatives, Securities Lending, Risk Management, Securities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting
State University of New York College at Cortland
Bachelor of Science (BS), Economics and Management Science
Kevin M. Quinn's Paine Webber Experience June 1996 - November 1998
Job Managing Director Equity Sales Trading
Industry Financial Services
Experience
CRT Capital Group July 2012 - Present
ConvergEx Group January 2012 - April 2012
MF Global October 2010 - October 2011
Concept Capital Markets, LLC March 2009 - October 2010
Stanford Group Company February 2005 - February 2009
Lynch, Jones, & Ryan / Instinet June 1999 - February 2005
Paine Webber June 1996 - November 1998
Scavone, McKenna, Cloud & Company August 1989 - June 1996
Skills
Bloomberg, Equities
Education
Fordham University 1991 — 1994
Master of Business Administration (MBA), Finance, General
Syracuse University 1985 — 1988
Bachelor of Arts (B.A.), Economics
CRT Capital Group July 2012 - Present
ConvergEx Group January 2012 - April 2012
MF Global October 2010 - October 2011
Concept Capital Markets, LLC March 2009 - October 2010
Stanford Group Company February 2005 - February 2009
Lynch, Jones, & Ryan / Instinet June 1999 - February 2005
Paine Webber June 1996 - November 1998
Scavone, McKenna, Cloud & Company August 1989 - June 1996
Skills
Bloomberg, Equities
Education
Fordham University 1991 — 1994
Master of Business Administration (MBA), Finance, General
Syracuse University 1985 — 1988
Bachelor of Arts (B.A.), Economics
James Graven's Paine Webber Experience January 1978 - January 1991
Job Business Owner
Industry Marketing and Advertising
Experience
Self-employed January 1991 - Present
GAD INC January 1991 - Present
Paine Webber January 1978 - January 1991
Merrill Lynch January 1974 - January 1978
Education
University of Missouri at Kansas City 1971 — 1976
Master of Business Administration (MBA), Finance
Drury University 1961 — 1965
Bachelor of Arts (B.A.), Economics
Self-employed January 1991 - Present
GAD INC January 1991 - Present
Paine Webber January 1978 - January 1991
Merrill Lynch January 1974 - January 1978
Education
University of Missouri at Kansas City 1971 — 1976
Master of Business Administration (MBA), Finance
Drury University 1961 — 1965
Bachelor of Arts (B.A.), Economics
Glenn Rappaport's Paine Webber Experience 1996 - 1998
Job Sourcing Relationship Manager
Industry Financial Services
Experience
Morgan Stanley May 2000 - August 2015
Brown Brothers Harriman 1998 - April 2000
Paine Webber 1996 - 1998
ILX Systems Inc 1994 - 1996
NYNEX Mobile Communication 1993 - 1994
Skills
Vendor Relationship..., Management, Financial Services, Business Analysis, Finance, Project Management, Contract Negotiation, Strategic Sourcing, Financial Analysis, Information Technology, Contract Management, Expense Management, Business Process..., Market Data
Education
Hofstra University 1990 — 1993
Master of Business Administration (M.B.A.), Business Computer Informaton Systems
University of Rochester 1986 — 1990
Bachelor's degree, Economics
Morgan Stanley May 2000 - August 2015
Brown Brothers Harriman 1998 - April 2000
Paine Webber 1996 - 1998
ILX Systems Inc 1994 - 1996
NYNEX Mobile Communication 1993 - 1994
Skills
Vendor Relationship..., Management, Financial Services, Business Analysis, Finance, Project Management, Contract Negotiation, Strategic Sourcing, Financial Analysis, Information Technology, Contract Management, Expense Management, Business Process..., Market Data
Education
Hofstra University 1990 — 1993
Master of Business Administration (M.B.A.), Business Computer Informaton Systems
University of Rochester 1986 — 1990
Bachelor's degree, Economics
Salomon Brothers
Salomon Smith Barney
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers