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
James H. Somers, Sr. James H. Somers, Sr.'s Paine Webber Experience 1977 - 1980
Job Somers Asset Management Incorporat
Industry Investment Management
Experience
Somers Asset Management Inc. November 1990 - January 1995
Kidder Peabody March 1984 - October 1990
W.E. Pollock & Co. 1983 - 1985
Paine Webber 1977 - 1980
Spencer Trask 1974 - 1977
F.S. Smithers & Co. 1970 - 1973
Skills
Investments, Fixed Income, Asset Managment, Hedge Funds, Equities, Securities, Alternative Investments, Portfolio Management, Series 7, Capital Markets, ETFs, Bonds, Mutual Funds, Asset Allocation, Valuation, Asset Management, Emerging Markets, Financial Markets, Investment Strategies, Private Equity
Education
Lafayette College 1961 — 1966
AB Economics
New York University - Leonard N. Stern School of Business
Somers Asset Management Inc. November 1990 - January 1995
Kidder Peabody March 1984 - October 1990
W.E. Pollock & Co. 1983 - 1985
Paine Webber 1977 - 1980
Spencer Trask 1974 - 1977
F.S. Smithers & Co. 1970 - 1973
Skills
Investments, Fixed Income, Asset Managment, Hedge Funds, Equities, Securities, Alternative Investments, Portfolio Management, Series 7, Capital Markets, ETFs, Bonds, Mutual Funds, Asset Allocation, Valuation, Asset Management, Emerging Markets, Financial Markets, Investment Strategies, Private Equity
Education
Lafayette College 1961 — 1966
AB Economics
New York University - Leonard N. Stern School of Business
Mick McConkey CFP ® - North Channel Capital Mick McConkey CFP ® - North Channel Capital's Paine Webber Experience 1984 - 1989
Job Branch Manager
Industry Financial Services
Experience
North Channel Capital Management Group November 2006 - Present
Smith Barney February 1989 - November 2006
Paine Webber 1984 - 1989
Education
Nebraska Wesleyan University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
North Channel Capital Management Group November 2006 - Present
Smith Barney February 1989 - November 2006
Paine Webber 1984 - 1989
Education
Nebraska Wesleyan University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Adam Glaysher Adam Glaysher's Paine Webber Experience 1991 - 1992
Job President at Glaysher Medical Technologies, Inc
Industry Medical Devices
Experience
Glaysher Medical Technologies, Inc September 1988 - Present
Paine Webber 1991 - 1992
US Navy 1984 - 1988
Skills
Sales Manufactures..., Digital Marketing, Digital Photography, Sales Management, Digital workflow, Meteorology, Peripheral Vascular, Medical Devices, Marketing, Sales, Start-ups, Capital Equipment, Ultrasound, Healthcare, Manufacturing, Team Building
Education
Northeastern Illinois University
Business Administration, Management and Operations
United States Navy
Glaysher Medical Technologies, Inc September 1988 - Present
Paine Webber 1991 - 1992
US Navy 1984 - 1988
Skills
Sales Manufactures..., Digital Marketing, Digital Photography, Sales Management, Digital workflow, Meteorology, Peripheral Vascular, Medical Devices, Marketing, Sales, Start-ups, Capital Equipment, Ultrasound, Healthcare, Manufacturing, Team Building
Education
Northeastern Illinois University
Business Administration, Management and Operations
United States Navy
Fran DeVore Fran DeVore's Paine Webber Experience 1980 - 1988
Job Customer Care Advocate Operations Manager at LYNX Services, Inc., a Solera Company
Industry Insurance
Experience
LYNX Services, a Solera company January 2001 - Present
De Vore & Associates 1988 - Present
Paine Webber 1980 - 1988
Skills
Claim, Management, Property & Casualty..., Insurance, Customer Service, Customer Satisfaction, Claims Management, Call Center, Sales, Team Building, Account Management, Customer Retention, Call Centers, Marketing, Leadership, Process Improvement, Sales Operations, Negotiation, Operations Management, Vendor Management, Employee Benefits
Education
Liberty University 2009 — 2015
Bachelors of Science Degrees, Criminal Justice; Business Management and Psychology, 3.6
Peterson's/ITT of Seattle
Associate's business degree, Business Management/Administrative; Medical Specialist
LYNX Services, a Solera company January 2001 - Present
De Vore & Associates 1988 - Present
Paine Webber 1980 - 1988
Skills
Claim, Management, Property & Casualty..., Insurance, Customer Service, Customer Satisfaction, Claims Management, Call Center, Sales, Team Building, Account Management, Customer Retention, Call Centers, Marketing, Leadership, Process Improvement, Sales Operations, Negotiation, Operations Management, Vendor Management, Employee Benefits
Education
Liberty University 2009 — 2015
Bachelors of Science Degrees, Criminal Justice; Business Management and Psychology, 3.6
Peterson's/ITT of Seattle
Associate's business degree, Business Management/Administrative; Medical Specialist
Dan Madura Dan Madura's Paine Webber Experience August 1994 - March 2000
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2007 - Present
Morgan Stanley March 2000 - June 2007
Paine Webber August 1994 - March 2000
Education
Loyola Academy
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
OLPH
Credit Suisse June 2007 - Present
Morgan Stanley March 2000 - June 2007
Paine Webber August 1994 - March 2000
Education
Loyola Academy
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
OLPH
JUDY ELFORD JUDY ELFORD's Paine Webber Experience January 2001 - January 2002
Job ADMINISTRATIVE ASSISTANT/OFFICE MANAGER at UNINATIONAL CORPORATION
Industry Commercial Real Estate
Experience
UNINATIONAL CORPORATION January 1997 - Present
Paine Webber January 2001 - January 2002
GALAZIN & GALAZIN January 1986 - January 1995
Skills
Customer Service, Lease Administration, Strategic Planning, Computer Proficiency, Bookkeeping, Tax Preparation, Cosmology, Marketing, Microsoft Office
Education
Long Beach City College 1979 — 1981
Accounting Technology/Technician and Bookkeeping
Mott Community College 1971 — 1973
Business Administration and Management, General
UNINATIONAL CORPORATION January 1997 - Present
Paine Webber January 2001 - January 2002
GALAZIN & GALAZIN January 1986 - January 1995
Skills
Customer Service, Lease Administration, Strategic Planning, Computer Proficiency, Bookkeeping, Tax Preparation, Cosmology, Marketing, Microsoft Office
Education
Long Beach City College 1979 — 1981
Accounting Technology/Technician and Bookkeeping
Mott Community College 1971 — 1973
Business Administration and Management, General
Howard Brothers Howard Brothers's Paine Webber Experience 1986 - 1996
Job Vice President Sales SE Fidelity National Home Warranty
Industry Real Estate
Experience
Buyers Protection Group (Fidelity National Home Warranty) September 2007 - Present
LandAmerica 2007 - September 2009
HMS National 2000 - 2007
HMS National 1996 - 2000
Paine Webber 1986 - 1996
Skills
Home Staging, Real Estate, Residential Homes, REO, Selling, Foreclosures, Property Management, Business Development, Resellers, Investment Properties, New Business Development, Sellers, Short Sales, Sales Management, Account Management, Listings, Referrals, Relocation, Marketing Strategy, Mortgage Lending, Real Property, Contract Negotiation, Condos, Real Estate Transactions, Strategic Planning, Investors, Single Family Homes, Refinance, Title Insurance, First Time Home Buyers, New Home Sales, FHA, Real Estate Development, Sales, Negotiation, Buyer Representation, Insurance, Marketing, Construction, Property, Rentals, Commercial Real Estate, Customer Service, Luxury
Education
Louisiana State University
B.S. Engineering
Pepperdine University
MBA, Business, Management, Finance, Economics
Buyers Protection Group (Fidelity National Home Warranty) September 2007 - Present
LandAmerica 2007 - September 2009
HMS National 2000 - 2007
HMS National 1996 - 2000
Paine Webber 1986 - 1996
Skills
Home Staging, Real Estate, Residential Homes, REO, Selling, Foreclosures, Property Management, Business Development, Resellers, Investment Properties, New Business Development, Sellers, Short Sales, Sales Management, Account Management, Listings, Referrals, Relocation, Marketing Strategy, Mortgage Lending, Real Property, Contract Negotiation, Condos, Real Estate Transactions, Strategic Planning, Investors, Single Family Homes, Refinance, Title Insurance, First Time Home Buyers, New Home Sales, FHA, Real Estate Development, Sales, Negotiation, Buyer Representation, Insurance, Marketing, Construction, Property, Rentals, Commercial Real Estate, Customer Service, Luxury
Education
Louisiana State University
B.S. Engineering
Pepperdine University
MBA, Business, Management, Finance, Economics
Kristan Cleckner Kristan Cleckner's Paine Webber Experience 1996 - 1997
Job Administrative Assistant to Financial Advisor
Industry Financial Services
Experience
Financial Services Company August 2014 - Present
Fifth Third Bank September 2011 - February 2014
Wells Fargo April 1998 - August 2011
Prudential Securities 1997 - 1998
Paine Webber 1996 - 1997
Merrill Lynch 1986 - 1996
Skills
Banking, Commercial Lending, Treasury Management, Commercial Banking, Credit, Small Business Lending, Loans, Credit Analysis, Cash Management, Portfolio Management, Relationship Management
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
University of Arizona
Finance, General
Financial Services Company August 2014 - Present
Fifth Third Bank September 2011 - February 2014
Wells Fargo April 1998 - August 2011
Prudential Securities 1997 - 1998
Paine Webber 1996 - 1997
Merrill Lynch 1986 - 1996
Skills
Banking, Commercial Lending, Treasury Management, Commercial Banking, Credit, Small Business Lending, Loans, Credit Analysis, Cash Management, Portfolio Management, Relationship Management
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
University of Arizona
Finance, General
Frank Szalay, CFP ®'s Paine Webber Experience January 1993 - July 1995
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. March 2013 - Present
Wells Fargo Advisors April 1999 - March 2013
A.G. Edwards 1999 - 2007
Service Corporation International 1994 - 1998
Paine Webber January 1993 - July 1995
Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Advisory..., Asset Management, Asset Allocation, Long-term Care, Life Insurance, Securities, Portfolio Management, Financial Advisory, Investments, Investment Advisory, Series 7, Series 63, Retirement, Finance, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Uniform Combined State..., IRAs, Series 65, Financial Planners, Wealth Management..., 529 Plans, Wealth Accumulation, ETFs, Investment Strategies, 401k Rollovers, Saving for Education, Variable Annuities, Wealth, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Financial Planning
Education
New Mexico State University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
North Texas State Unviersity 1983 — 1984
Raymond James Financial Services, Inc. March 2013 - Present
Wells Fargo Advisors April 1999 - March 2013
A.G. Edwards 1999 - 2007
Service Corporation International 1994 - 1998
Paine Webber January 1993 - July 1995
Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Advisory..., Asset Management, Asset Allocation, Long-term Care, Life Insurance, Securities, Portfolio Management, Financial Advisory, Investments, Investment Advisory, Series 7, Series 63, Retirement, Finance, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Uniform Combined State..., IRAs, Series 65, Financial Planners, Wealth Management..., 529 Plans, Wealth Accumulation, ETFs, Investment Strategies, 401k Rollovers, Saving for Education, Variable Annuities, Wealth, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Financial Planning
Education
New Mexico State University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
North Texas State Unviersity 1983 — 1984
Skip Auch Skip Auch's Paine Webber Experience February 1990 - April 1998
Job SVP at H.J Sims & Co.
Industry Staffing and Recruiting
Experience
H.J Sims & Co. September 2013 - Present
Auch Financial Partners May 2001 - Present
Auch Financial Partners 2001 - Present
Financial News Network/CNBC April 1998 - May 2001
Paine Webber February 1990 - April 1998
Kidder Peabody & Co. January 1987 - February 1990
Paine Webber Jackson & Curtis September 1971 - December 1986
U.S. Army July 1970 - June 1971
Skills
Asset Managment, Investments, Equities, Fixed Income, Alternative Investments, Corporate Management, Private Banking, Securities, Buy-side, Sell Side, Corporate Boards, Public Speaking, Capital Markets, Corporations, Portfolio Management, Banking, Management, Hedge Funds, Valuation, Series 7, Investment Banking, Financial Modeling, Private Equity, Venture Capital, Philanthropy, Investment Management, Structured Products, Emerging Markets, Asset Management, Private Placements, Equity Research, Bonds, Asset Allocation, Investor Relations, Trading, Series 63, Wealth Management, Options, Investment Strategies, Investment Advisory, Mutual Funds, Financial Structuring, Financial Advisory, Structured Finance, IPO, Financial Services, Corporate Development, Due Diligence, Financial Markets, Derivatives
Education
Citicorp Fixed Income Sales and Trading Course 1987 — 1987
Fixed Income and Currency Trading and Sales
New York University 1978 — 1982
MBA, Finance
Ohio Wesleyan University 1964 — 1968
BA, History
Ohio Wesleyan University 1964 — 1968
Bachelor's degree, History/ Speech
Cheshire Acacdemy
H.J Sims & Co. September 2013 - Present
Auch Financial Partners May 2001 - Present
Auch Financial Partners 2001 - Present
Financial News Network/CNBC April 1998 - May 2001
Paine Webber February 1990 - April 1998
Kidder Peabody & Co. January 1987 - February 1990
Paine Webber Jackson & Curtis September 1971 - December 1986
U.S. Army July 1970 - June 1971
Skills
Asset Managment, Investments, Equities, Fixed Income, Alternative Investments, Corporate Management, Private Banking, Securities, Buy-side, Sell Side, Corporate Boards, Public Speaking, Capital Markets, Corporations, Portfolio Management, Banking, Management, Hedge Funds, Valuation, Series 7, Investment Banking, Financial Modeling, Private Equity, Venture Capital, Philanthropy, Investment Management, Structured Products, Emerging Markets, Asset Management, Private Placements, Equity Research, Bonds, Asset Allocation, Investor Relations, Trading, Series 63, Wealth Management, Options, Investment Strategies, Investment Advisory, Mutual Funds, Financial Structuring, Financial Advisory, Structured Finance, IPO, Financial Services, Corporate Development, Due Diligence, Financial Markets, Derivatives
Education
Citicorp Fixed Income Sales and Trading Course 1987 — 1987
Fixed Income and Currency Trading and Sales
New York University 1978 — 1982
MBA, Finance
Ohio Wesleyan University 1964 — 1968
BA, History
Ohio Wesleyan University 1964 — 1968
Bachelor's degree, History/ Speech
Cheshire Acacdemy
Charles Sandmel Charles Sandmel's Paine Webber Experience 1977 - 1982
Job
Industry Investment Management
Experience
Shelton Capital Management January 2015 - Present
First Affirmative Financial Network January 1998 - December 2014
Liberty Mutual Insurance September 1994 - December 1997
Ambac May 1982 - August 1994
Paine Webber 1977 - 1982
Skills
Municipal Bonds, Portfolio Management, Socially Responsible..., Investment Advisory, Investments, Asset Managment, Wealth Management, Bonds
Education
New York University 1970 — 1973
MPA
Clifton School, Walnut Hills HS 1952 — 1965
Shelton Capital Management January 2015 - Present
First Affirmative Financial Network January 1998 - December 2014
Liberty Mutual Insurance September 1994 - December 1997
Ambac May 1982 - August 1994
Paine Webber 1977 - 1982
Skills
Municipal Bonds, Portfolio Management, Socially Responsible..., Investment Advisory, Investments, Asset Managment, Wealth Management, Bonds
Education
New York University 1970 — 1973
MPA
Clifton School, Walnut Hills HS 1952 — 1965
John Mogk, CFP® John Mogk, CFP®'s Paine Webber Experience April 1984 - July 1987
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1987 - Present
Paine Webber April 1984 - July 1987
Rauscher Pierce Refsnes December 1981 - April 1984
Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, 401k, Alternative Investments, Retirement, Wealth Planning, Financial Advisory, Investment Planning
Education
Miami University 1977 — 1978
Master of Business Administration (MBA), Marketing
Miami University 1972 — 1976
Bachelor of Science, Finance
Wells Fargo Advisors, LLC July 1987 - Present
Paine Webber April 1984 - July 1987
Rauscher Pierce Refsnes December 1981 - April 1984
Skills
Retirement Planning, Investments, Asset Allocation, Mutual Funds, 401k, Alternative Investments, Retirement, Wealth Planning, Financial Advisory, Investment Planning
Education
Miami University 1977 — 1978
Master of Business Administration (MBA), Marketing
Miami University 1972 — 1976
Bachelor of Science, Finance
Nora Winsch's Paine Webber Experience January 1999 - January 2002
Job
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Veritude at Fidelity March 2013 - May 2015
Mediant Communications September 2011 - March 2013
Mediant Communications October 2008 - September 2011
UBS Wealth Management January 2006 - October 2007
UBS Wealth Management January 2004 - January 2006
UBS Wealth Management January 2002 - January 2004
Paine Webber January 1999 - January 2002
Fiserv January 1998 - January 1999
National Decision Systems 1991 - 1998
Skills
Vendor Management, Visio, Financial Services, Requirements Gathering, SQL, Systems Analysis, Management, Business Requirements, Integration, Analysis, Project Management, Process Improvement, Requirements Analysis, Business Analysis, SDLC, Strategy
Education
New York University
Bachelor of Science (BS)
Pace University - Lubin School of Business
M.B.A
Fidelity Investments May 2015 - Present
Veritude at Fidelity March 2013 - May 2015
Mediant Communications September 2011 - March 2013
Mediant Communications October 2008 - September 2011
UBS Wealth Management January 2006 - October 2007
UBS Wealth Management January 2004 - January 2006
UBS Wealth Management January 2002 - January 2004
Paine Webber January 1999 - January 2002
Fiserv January 1998 - January 1999
National Decision Systems 1991 - 1998
Skills
Vendor Management, Visio, Financial Services, Requirements Gathering, SQL, Systems Analysis, Management, Business Requirements, Integration, Analysis, Project Management, Process Improvement, Requirements Analysis, Business Analysis, SDLC, Strategy
Education
New York University
Bachelor of Science (BS)
Pace University - Lubin School of Business
M.B.A
Scott Kaufman's Paine Webber Experience 1981 - 1982
Job Auditor/Accountant Open To New Opportunities
Industry Financial Services
Experience
RGIS 2009 - Present
Societe Generale January 2005 - October 2008
UBS Investment Bank 1999 - 2005
Spear Leeds and Kellogg 1997 - 1998
CHASE/CHEMICAL BANK January 1996 - January 1997
Bank Leumi January 1995 - January 1996
GRUNTAL AND COMPANY INCORPORATED January 1994 - June 1995
DTCC 1986 - 1994
Drexel Burnham Lambert 1982 - 1986
Paine Webber 1981 - 1982
Skills
Account Reconciliation, Banking, Accounting, General Ledger, Auditing, Derivatives, Accounts Payable, Financial Statements, PeopleSoft, Fixed Income, Equities, Financial Analysis, Internal Audit, Securities, Budgets, Financial Services, Finance, Analysis, FX Options, Process Improvement, Cash, Trading, Forecasting, Cash Management, Back Office, Options, Bank Reconciliation, Accruals, Business Analysis, Bonds, Accounts Receivable, Monthly Close, Oracle, Brokerage, Internal Controls, Treasury Management, Spreadsheets, Financial Reporting, Journal Entries, GAAP, Cash Flow, Financial Accounting, Variance Analysis, Cost Accounting, Cognos ReportNet, Operations Analyst, Trade Support, Futures, Workflow, cash reconciliation
Education
City University of New York The College of Staten Island 1991 — 1993
Bachelor of Science Degree, Accounting
Kingsborough Community College 1977 — 1980
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
RGIS 2009 - Present
Societe Generale January 2005 - October 2008
UBS Investment Bank 1999 - 2005
Spear Leeds and Kellogg 1997 - 1998
CHASE/CHEMICAL BANK January 1996 - January 1997
Bank Leumi January 1995 - January 1996
GRUNTAL AND COMPANY INCORPORATED January 1994 - June 1995
DTCC 1986 - 1994
Drexel Burnham Lambert 1982 - 1986
Paine Webber 1981 - 1982
Skills
Account Reconciliation, Banking, Accounting, General Ledger, Auditing, Derivatives, Accounts Payable, Financial Statements, PeopleSoft, Fixed Income, Equities, Financial Analysis, Internal Audit, Securities, Budgets, Financial Services, Finance, Analysis, FX Options, Process Improvement, Cash, Trading, Forecasting, Cash Management, Back Office, Options, Bank Reconciliation, Accruals, Business Analysis, Bonds, Accounts Receivable, Monthly Close, Oracle, Brokerage, Internal Controls, Treasury Management, Spreadsheets, Financial Reporting, Journal Entries, GAAP, Cash Flow, Financial Accounting, Variance Analysis, Cost Accounting, Cognos ReportNet, Operations Analyst, Trade Support, Futures, Workflow, cash reconciliation
Education
City University of New York The College of Staten Island 1991 — 1993
Bachelor of Science Degree, Accounting
Kingsborough Community College 1977 — 1980
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Harris Bogner Harris Bogner's Paine Webber Experience 1996 - 2000
Job Chief Compliance Officer Asset & Wealth Management
Industry Investment Management
Experience
Cantor Fitzgerald April 2015 - Present
Cantor Fitzgerald February 2014 - March 2015
Avalon Lake Partners, LLC January 2012 - January 2014
Compliance Consultant January 2011 - December 2011
Cadogan Management, LLC July 2007 - December 2010
ABP Investments US, Inc. 2006 - 2007
Bessemer Trust 2001 - 2006
Morgan Stanley Investment Management 1999 - 2000
Paine Webber 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Private Equity, Fund Of Funds, Registered Investment..., CCO, Compliance Audits, Regulatory Reporting, Registration, Broker Dealer Regulation, Broker-Dealer, Asset Management, Finance, Start-ups, Due Diligence, Securities
Education
New York Law School 1995 — 1998
JD
University at Albany, SUNY 1991 — 1995
BA, Political Science
Cantor Fitzgerald April 2015 - Present
Cantor Fitzgerald February 2014 - March 2015
Avalon Lake Partners, LLC January 2012 - January 2014
Compliance Consultant January 2011 - December 2011
Cadogan Management, LLC July 2007 - December 2010
ABP Investments US, Inc. 2006 - 2007
Bessemer Trust 2001 - 2006
Morgan Stanley Investment Management 1999 - 2000
Paine Webber 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Private Equity, Fund Of Funds, Registered Investment..., CCO, Compliance Audits, Regulatory Reporting, Registration, Broker Dealer Regulation, Broker-Dealer, Asset Management, Finance, Start-ups, Due Diligence, Securities
Education
New York Law School 1995 — 1998
JD
University at Albany, SUNY 1991 — 1995
BA, Political Science
Cheryl Napolitano Cheryl Napolitano's Paine Webber Experience June 1996 - September 1998
Job Finance/Office Manager at The Garam Group
Industry Information Technology and Services
Experience
The Garam Group, LLC June 2006 - Present
Fayetteville-Manlius School District September 1998 - June 2006
Paine Webber June 1996 - September 1998
Skills
Information Technology, Customer Relations, Customer Satisfaction, Help Desk Implementation, Office Management, Human Resources, Managerial Finance, Budget Management, Program Management, Customer Service, Team Building, Management
Education
Messiah College 1987 — 1991
Bachelor of Arts (B.A.), Psychology
The Garam Group, LLC June 2006 - Present
Fayetteville-Manlius School District September 1998 - June 2006
Paine Webber June 1996 - September 1998
Skills
Information Technology, Customer Relations, Customer Satisfaction, Help Desk Implementation, Office Management, Human Resources, Managerial Finance, Budget Management, Program Management, Customer Service, Team Building, Management
Education
Messiah College 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Jose Cadalzo Jose Cadalzo's Paine Webber Experience 1997 - 1999
Job Director at Tradition
Industry Information Technology and Services
Experience
Compagnie Financiere Tradition May 2015 - Present
Altamira Systems LLC April 2010 - May 2015
Caplin Systems November 2010 - June 2013
ICAP July 2008 - May 2010
NasdaqOMX 2007 - July 2008
NYSE Group December 2001 - February 2007
Paine Webber 1997 - 1999
JP Morgan Chase 1987 - 1997
Skills
Trading Systems, Electronic Trading, Market Data, Low Latency, Financial Markets, Equities, Derivatives, Options, Trading, FX Options, Fixed Income, Capital Markets, Product Management, CRM, Financial Services
Education
New York University - Polytechnic School of Engineering 1990 — 1992
MBA, Telecommunications & Computer Management
Pratt Institute 1984 — 1986
BSEE, Electrical Engineering
Saint John's University 1980 — 1984
BA, Philosophy
Compagnie Financiere Tradition May 2015 - Present
Altamira Systems LLC April 2010 - May 2015
Caplin Systems November 2010 - June 2013
ICAP July 2008 - May 2010
NasdaqOMX 2007 - July 2008
NYSE Group December 2001 - February 2007
Paine Webber 1997 - 1999
JP Morgan Chase 1987 - 1997
Skills
Trading Systems, Electronic Trading, Market Data, Low Latency, Financial Markets, Equities, Derivatives, Options, Trading, FX Options, Fixed Income, Capital Markets, Product Management, CRM, Financial Services
Education
New York University - Polytechnic School of Engineering 1990 — 1992
MBA, Telecommunications & Computer Management
Pratt Institute 1984 — 1986
BSEE, Electrical Engineering
Saint John's University 1980 — 1984
BA, Philosophy
Vitaliy Razhanskiy Vitaliy Razhanskiy's Paine Webber Experience January 1998 - November 1998
Job will code for food
Industry Information Technology and Services
Experience
AQR Capital Management September 2012 - Present
Xios Technologies, LLC December 2011 - September 2012
Delta Hedge Systems, Inc. April 2010 - September 2012
Clayton Holdings 2007 - 2010
Intuit, Inc 2000 - 2007
Cambridge Technology Partners 1998 - 2000
Paine Webber January 1998 - November 1998
Skills
Getting The Job Done, SDLC, Risk Management, JavaScript, Web Development, Web Services, FIX, Risk Developer, .NET, C#, WPF, WPF Development, Software Development, Software Project..., Hedge Funds, WCF, WCF Services, C# 4.0, .NET 4.0, .NET 4.5, jQuery, jQuery Mobile, Java, Windows Azure, SQL Azure, Microsoft SQL Server, Software Engineering, VB.NET, VBA, Agile Methodologies, ASP.NET, SSRS, WTF, Visual Studio, IIS, T-SQL
Education
New York University
Bachelor of Art, Mathematics & Computer Science
Новосибирский Государственный Университет (НГУ)
AQR Capital Management September 2012 - Present
Xios Technologies, LLC December 2011 - September 2012
Delta Hedge Systems, Inc. April 2010 - September 2012
Clayton Holdings 2007 - 2010
Intuit, Inc 2000 - 2007
Cambridge Technology Partners 1998 - 2000
Paine Webber January 1998 - November 1998
Skills
Getting The Job Done, SDLC, Risk Management, JavaScript, Web Development, Web Services, FIX, Risk Developer, .NET, C#, WPF, WPF Development, Software Development, Software Project..., Hedge Funds, WCF, WCF Services, C# 4.0, .NET 4.0, .NET 4.5, jQuery, jQuery Mobile, Java, Windows Azure, SQL Azure, Microsoft SQL Server, Software Engineering, VB.NET, VBA, Agile Methodologies, ASP.NET, SSRS, WTF, Visual Studio, IIS, T-SQL
Education
New York University
Bachelor of Art, Mathematics & Computer Science
Новосибирский Государственный Университет (НГУ)
Katherine Koenen Katherine Koenen's Paine Webber Experience January 1994 - June 1997
Job Senior Marketing Communications Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 1997 - Present
Paine Webber January 1994 - June 1997
Skills
Series 7, Series 63, Series 24, Client Correspondence, Brokerage, FINRA, Mutual Funds, Financial Services, Relationship Management, Thought Leadership, Retirement, Securities, Marketing, Series 6
Education
Metropolitan State University
BS, Business Administration
Ameriprise Financial June 1997 - Present
Paine Webber January 1994 - June 1997
Skills
Series 7, Series 63, Series 24, Client Correspondence, Brokerage, FINRA, Mutual Funds, Financial Services, Relationship Management, Thought Leadership, Retirement, Securities, Marketing, Series 6
Education
Metropolitan State University
BS, Business Administration
Gina McCafferty's Paine Webber Experience 1982 - 1985
Job Principal, CoHead of Research at Investit
Industry Financial Services
Experience
Investit June 2011 - Present
Cutter Associates, Inc. 1999 - June 2011
DST Global Solutions 1995 - 1999
SunGard 1987 - 1995
TRIAX 1985 - 1987
Paine Webber 1982 - 1985
Skills
Investment Management, Data Management, Derivatives, Outsourcing, Trading Systems, Investment Accounting, Mobile Technology, Client Reporting, Product Management, Product Design, Client Services, Operations Management
Education
University of Massachusetts at Lowell
Music Performance
Northeastern University
Management courses
Investit June 2011 - Present
Cutter Associates, Inc. 1999 - June 2011
DST Global Solutions 1995 - 1999
SunGard 1987 - 1995
TRIAX 1985 - 1987
Paine Webber 1982 - 1985
Skills
Investment Management, Data Management, Derivatives, Outsourcing, Trading Systems, Investment Accounting, Mobile Technology, Client Reporting, Product Management, Product Design, Client Services, Operations Management
Education
University of Massachusetts at Lowell
Music Performance
Northeastern University
Management courses
Irvin Rodriguez Irvin Rodriguez's Paine Webber Experience 1995 - 1997
Job Chief Information Officer
Industry Hospital & Health Care
Experience
CareOne Management LLC September 2012 - Present
Promesa, Inc. August 2011 - September 2012
The Jewish Guild for the Blind February 2002 - August 2011
Lowe McAdams Healthcare - Lowe Healthcare Worldwide June 1999 - February 2002
Saatchi & Saatchi 1997 - 1999
Paine Webber 1995 - 1997
Lehman Brothers 1993 - 1995
Skills
EMR, EHR, NextGen, SMART Management..., Meaningful Use, Health Home, HIE (HL7) - Bronx RHIO, Patient Centered..., Project Managment, Project Management, Network Infrastructure..., Health Information..., Ambulatory, Healthcare, Healthcare Information..., Medical Home, HIPAA, Information Technology, Healthcare Management, Integration, Managed Care, Security, Cloud Computing, Healthcare Consulting
Education
Marymount Manhattan College
Bachelors, Communications
CareOne Management LLC September 2012 - Present
Promesa, Inc. August 2011 - September 2012
The Jewish Guild for the Blind February 2002 - August 2011
Lowe McAdams Healthcare - Lowe Healthcare Worldwide June 1999 - February 2002
Saatchi & Saatchi 1997 - 1999
Paine Webber 1995 - 1997
Lehman Brothers 1993 - 1995
Skills
EMR, EHR, NextGen, SMART Management..., Meaningful Use, Health Home, HIE (HL7) - Bronx RHIO, Patient Centered..., Project Managment, Project Management, Network Infrastructure..., Health Information..., Ambulatory, Healthcare, Healthcare Information..., Medical Home, HIPAA, Information Technology, Healthcare Management, Integration, Managed Care, Security, Cloud Computing, Healthcare Consulting
Education
Marymount Manhattan College
Bachelors, Communications
Keith Brockman, AIF Keith Brockman, AIF's Paine Webber Experience February 1988 - February 1989
Job Financial Advisor at Signature Financial Partners, LLC
Industry Financial Services
Experience
Signature Financial Partners, LLC November 1996 - Present
Cincinnati Financial Corporation May 1989 - October 1996
Paine Webber February 1988 - February 1989
Skills
Investments, Portfolio Management, Wealth Management, Retirement Plan..., Retirement Planning, 401k, Executive Benefit..., Estate Planning, Life Insurance, Annuities, Long Term Care Insurance, Mutual Funds, financial planning
Education
Miami University 1983 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services
Signature Financial Partners, LLC November 1996 - Present
Cincinnati Financial Corporation May 1989 - October 1996
Paine Webber February 1988 - February 1989
Skills
Investments, Portfolio Management, Wealth Management, Retirement Plan..., Retirement Planning, 401k, Executive Benefit..., Estate Planning, Life Insurance, Annuities, Long Term Care Insurance, Mutual Funds, financial planning
Education
Miami University 1983 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services
Raymundo Felicia Raymundo Felicia's Paine Webber Experience 1996 - 1997
Job Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch September 2013 - Present
Citigroup August 2010 - August 2013
JP Morgan April 2005 - August 2010
Credit Suisse April 2004 - March 2005
HSBC Securities 2000 - 2004
Paine Webber 1996 - 1997
CRT 1990 - 1996
Chicago Research & Trading 1990 - 1996
Skills
Equity Derivatives, Fixed Income, Back Office, Prime Brokerage, Derivatives
Education
New Jersey Institute of Technology
BS, Computer and Information Science
UPIS
UPIS
University of the Philippines
Bank of America Merrill Lynch September 2013 - Present
Citigroup August 2010 - August 2013
JP Morgan April 2005 - August 2010
Credit Suisse April 2004 - March 2005
HSBC Securities 2000 - 2004
Paine Webber 1996 - 1997
CRT 1990 - 1996
Chicago Research & Trading 1990 - 1996
Skills
Equity Derivatives, Fixed Income, Back Office, Prime Brokerage, Derivatives
Education
New Jersey Institute of Technology
BS, Computer and Information Science
UPIS
UPIS
University of the Philippines
Alicia Caldwell, CPA, MBA's Paine Webber Experience 1998 - 2001
Job Senior Accountant
Industry Accounting
Experience
Wilkin & Guttenplan, P.C. November 2013 - Present
EACM CORP July 2012 - December 2012
The Bond Group Ltd February 2010 - October 2011
Paine Webber 1998 - 2001
Salomon Brothers August 1994 - January 1998
Skills
Accounting, Tax, Tax Preparation, Analysis, Business Planning, Bookkeeping, Corporate Tax, QuickBooks, Budgets, Cost Control, yellow book, CPA
Education
NYU Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Information Technology, Marketing
Monmouth University 2012 — 2013
Post Masters, Accounting
William and Mary 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Wilkin & Guttenplan, P.C. November 2013 - Present
EACM CORP July 2012 - December 2012
The Bond Group Ltd February 2010 - October 2011
Paine Webber 1998 - 2001
Salomon Brothers August 1994 - January 1998
Skills
Accounting, Tax, Tax Preparation, Analysis, Business Planning, Bookkeeping, Corporate Tax, QuickBooks, Budgets, Cost Control, yellow book, CPA
Education
NYU Stern School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Information Technology, Marketing
Monmouth University 2012 — 2013
Post Masters, Accounting
William and Mary 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Cain Kobert, CFP®'s Paine Webber Experience August 1996 - October 1998
Job President, Rocky Mountain Wealth Management
Industry Financial Services
Experience
Rocky Mountain Wealth Management 2006 - Present
Piper Jaffray February 2001 - June 2006
Morgan Stanley October 1998 - February 2001
Paine Webber August 1996 - October 1998
Skills
Investments, Strategic Financial..., Wealth Management, Securities, Insurance, Financial Services, Series 7, Retirement Planning, Alternative Investments, Fixed Annuities, Retirement, Asset Allocation
Education
Michigan State University
Bachelor of Arts (B.A.), Finance
Rocky Mountain Wealth Management 2006 - Present
Piper Jaffray February 2001 - June 2006
Morgan Stanley October 1998 - February 2001
Paine Webber August 1996 - October 1998
Skills
Investments, Strategic Financial..., Wealth Management, Securities, Insurance, Financial Services, Series 7, Retirement Planning, Alternative Investments, Fixed Annuities, Retirement, Asset Allocation
Education
Michigan State University
Bachelor of Arts (B.A.), Finance
Temra Gold Temra Gold's Paine Webber Experience May 1993 - September 1995
Job Independent Law Practice Professional
Industry Law Practice
Experience
temra jill gold Attorney, Broker, EducatorTemra J GoldNovember 1991 - 2011
Paine Webber May 1993 - September 1995
Skills
Strategic Planning, Legal Research, Arbitration
Education
Loyola University Chicago School of Law 1988 — 1991
JD
temra jill gold Attorney, Broker, EducatorTemra J GoldNovember 1991 - 2011
Paine Webber May 1993 - September 1995
Skills
Strategic Planning, Legal Research, Arbitration
Education
Loyola University Chicago School of Law 1988 — 1991
JD
Rudolf Meckel III Rudolf Meckel III's Paine Webber Experience 1998 - 2000
Job Vice President at Morningstar Structured Credit Ratings
Industry Financial Services
Experience
Morningstar May 2013 - Present
Applied Bank April 2012 - March 2013
Guardian Investment Banking 2010 - 2012
Metropolitan Mortgage 2008 - 2010
Deutsche Bank 2007 - 2008
CIBC World Markets 2001 - 2007
Paine Webber 1998 - 2000
Arbor Associates Inc., Real Estate Developers 1989 - 1997
Skills
CMBS, Credit Analysis, Structured Products, Financial Analysis, Valuation, Asset Management, Investment Properties, Loans, Financial Modeling, Portfolio Management, Credit, Securitization, Mortgage Lending, Financial Structuring, Real Estate Economics, Capital Markets, Due Diligence, Underwriting, Real Estate, Structured Finance, DCF
Education
University of Pennsylvania - The Wharton School
BBA, Accounting
New York University 1997 — 1998
MS, Real Estate Finance
Morningstar May 2013 - Present
Applied Bank April 2012 - March 2013
Guardian Investment Banking 2010 - 2012
Metropolitan Mortgage 2008 - 2010
Deutsche Bank 2007 - 2008
CIBC World Markets 2001 - 2007
Paine Webber 1998 - 2000
Arbor Associates Inc., Real Estate Developers 1989 - 1997
Skills
CMBS, Credit Analysis, Structured Products, Financial Analysis, Valuation, Asset Management, Investment Properties, Loans, Financial Modeling, Portfolio Management, Credit, Securitization, Mortgage Lending, Financial Structuring, Real Estate Economics, Capital Markets, Due Diligence, Underwriting, Real Estate, Structured Finance, DCF
Education
University of Pennsylvania - The Wharton School
BBA, Accounting
New York University 1997 — 1998
MS, Real Estate Finance
Joseph Cordisco Joseph Cordisco's Paine Webber Experience 2000 - 2001
Job Executive Director Credit Risk Management at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley October 2012 - Present
Deutsche Bank September 2011 - October 2012
Morgan Stanley 2005 - September 2011
West LB 2001 - 2005
Paine Webber 2000 - 2001
Skills
Basel II, Fixed Income, Repos, Market Risk, Credit Risk, Capital, Regulatory Reporting, Derivatives, VAR, Product Control, Securities Lending, Counterparty Risk, Regulatory Capital, Structured Products, Credit, Capital Markets, Interest Rate..., Equities, Operational Risk, Trading
Education
Mount Saint Mary's College
BS, Finance
Morgan Stanley October 2012 - Present
Deutsche Bank September 2011 - October 2012
Morgan Stanley 2005 - September 2011
West LB 2001 - 2005
Paine Webber 2000 - 2001
Skills
Basel II, Fixed Income, Repos, Market Risk, Credit Risk, Capital, Regulatory Reporting, Derivatives, VAR, Product Control, Securities Lending, Counterparty Risk, Regulatory Capital, Structured Products, Credit, Capital Markets, Interest Rate..., Equities, Operational Risk, Trading
Education
Mount Saint Mary's College
BS, Finance
Kendall Higginbotham Kendall Higginbotham's Paine Webber Experience March 1996 - July 1998
Job First Vice PresidentInvestments at Higginbotham Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1998 - Present
Paine Webber March 1996 - July 1998
Skills
Retirement, Asset Allocation, Retirement Planning, Wealth, 401k, IRA's, Annuities
Education
Metropolitan State University of Denver 1989 — 1989
Bachelors, Economics, minor Marketing
Florida State University 1986 — 1988
I went my sophomor and junior and part of senior year towards Economics., Economics
Wells Fargo Advisors, LLC July 1998 - Present
Paine Webber March 1996 - July 1998
Skills
Retirement, Asset Allocation, Retirement Planning, Wealth, 401k, IRA's, Annuities
Education
Metropolitan State University of Denver 1989 — 1989
Bachelors, Economics, minor Marketing
Florida State University 1986 — 1988
I went my sophomor and junior and part of senior year towards Economics., Economics
William Gerrety William Gerrety's Paine Webber Experience March 1999 - March 2002
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
UBS March 2002 - March 2009
Paine Webber March 1999 - March 2002
PaineWebber March 1994 - March 1999
Skills
Vendor Management, Requirements Analysis, Software Project..., Program Management, Change Management, Visio, IT Management, IT Strategy, Asset Managment, SDLC, Business Analysis, Requirements Gathering, JCL, Databases, Project Management, Disaster Recovery, Financial Services, ITIL, Fixed Income, Mainframe, Process Improvement, Equities, SQL, Unix, Portfolio Management, Risk Management, Securities, Information Technology, Data Warehousing, Analysis, Software Development, Java, DB2, Management, PeopleSoft, SharePoint, COBOL, Software Documentation, PMO
Education
Chubb Institute of Technology 1987 — 1988
Technical Diploma, Computer Science
Long Island University, Southampton Campus 1969 — 1971
Marine Biology
UBS March 2002 - March 2009
Paine Webber March 1999 - March 2002
PaineWebber March 1994 - March 1999
Skills
Vendor Management, Requirements Analysis, Software Project..., Program Management, Change Management, Visio, IT Management, IT Strategy, Asset Managment, SDLC, Business Analysis, Requirements Gathering, JCL, Databases, Project Management, Disaster Recovery, Financial Services, ITIL, Fixed Income, Mainframe, Process Improvement, Equities, SQL, Unix, Portfolio Management, Risk Management, Securities, Information Technology, Data Warehousing, Analysis, Software Development, Java, DB2, Management, PeopleSoft, SharePoint, COBOL, Software Documentation, PMO
Education
Chubb Institute of Technology 1987 — 1988
Technical Diploma, Computer Science
Long Island University, Southampton Campus 1969 — 1971
Marine Biology
Dennis Lastine Dennis Lastine's Paine Webber Experience October 1994 - July 2000
Job Notary Signing Agent
Industry Consumer Services
Experience
Notary Public 2012 - Present
SendOutCards March 2010 - Present
BNI - Network Results 2010 - 2011
Wells Fargo Investments June 2007 - March 2010
UBS Wealth Management July 2000 - June 2007
Paine Webber October 1994 - July 2000
Kidder Peabody April 1977 - October 1994
U.S. Army Ranger November 1968 - May 1970
Skills
Customer Service, Leadership, Team Building, CRM, Sales, Real Estate, Strategic Planning, Time Management, Marketing, Account Management, Notary Public, Finance, Insurance, Retail, Coaching, Sales Management, Training, Selling, Marketing Strategy
Education
Management Internship Program (MIP) 1968 — 1968
Business Certificate, Business, Management, Marketing, and Related Support Services
Minnesota State University, Mankato 1964 — 1968
BA, Business/major, Psychology/minor
Notary Public 2012 - Present
SendOutCards March 2010 - Present
BNI - Network Results 2010 - 2011
Wells Fargo Investments June 2007 - March 2010
UBS Wealth Management July 2000 - June 2007
Paine Webber October 1994 - July 2000
Kidder Peabody April 1977 - October 1994
U.S. Army Ranger November 1968 - May 1970
Skills
Customer Service, Leadership, Team Building, CRM, Sales, Real Estate, Strategic Planning, Time Management, Marketing, Account Management, Notary Public, Finance, Insurance, Retail, Coaching, Sales Management, Training, Selling, Marketing Strategy
Education
Management Internship Program (MIP) 1968 — 1968
Business Certificate, Business, Management, Marketing, and Related Support Services
Minnesota State University, Mankato 1964 — 1968
BA, Business/major, Psychology/minor
Garfield Sealey Garfield Sealey's Paine Webber Experience April 2000 - March 2001
Job Operations Administration Specialist Consultant at BNYMellon Colson Services Corp
Industry Financial Services
Experience
BNYMellon - Colson Services Corp March 2015 - July 2015
Morgan Stanley Private Wealth Management January 2015 - March 2015
UBS Wealth Management March 2014 - September 2014
JPMorgan Chase & Co. March 2001 - August 2013
Paine Webber April 2000 - March 2001
Deutsche Bank September 1999 - April 2000
Skills
Settlement, Equities, Fixed Income, Securities, Management, Financial Services, Back Office, Corporate Actions, Derivatives, Bloomberg, Capital Markets, Asset Management, Middle Office, Trading, Investment Banking, Prime Brokerage, Hedge Funds, Financial Markets, Global Custody, Equity Derivatives, Trading Systems, FX Options, Account Reconciliation, Swaps, Collateral Management, Bonds, Cash Management, Securities Lending, Options, Electronic Trading, Equity Trading, FINRA, Broadridge,ADP,Microsoft...
Education
University of Cincinnati 1982 — 1984
Banking and Financial Support Services
Manhattan College 1981 — 1982
Finance, General
BNYMellon - Colson Services Corp March 2015 - July 2015
Morgan Stanley Private Wealth Management January 2015 - March 2015
UBS Wealth Management March 2014 - September 2014
JPMorgan Chase & Co. March 2001 - August 2013
Paine Webber April 2000 - March 2001
Deutsche Bank September 1999 - April 2000
Skills
Settlement, Equities, Fixed Income, Securities, Management, Financial Services, Back Office, Corporate Actions, Derivatives, Bloomberg, Capital Markets, Asset Management, Middle Office, Trading, Investment Banking, Prime Brokerage, Hedge Funds, Financial Markets, Global Custody, Equity Derivatives, Trading Systems, FX Options, Account Reconciliation, Swaps, Collateral Management, Bonds, Cash Management, Securities Lending, Options, Electronic Trading, Equity Trading, FINRA, Broadridge,ADP,Microsoft...
Education
University of Cincinnati 1982 — 1984
Banking and Financial Support Services
Manhattan College 1981 — 1982
Finance, General
Mayra Colón Mayra Colón's Paine Webber Experience June 2001 - February 2003
Job Con Edison
Industry Utilities
Experience
Con Edison July 2007 - Present
Paine Webber June 2001 - February 2003
Space Systems Loral September 1996 - November 1998
Skills
Analysis, Management, Oracle Applications, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Budgets, Project Management, Outlook, Research, Project Planning, Process Improvement, Human Resources, Strategic Planning, Risk Management, Leadership, Access Database, Visio
Education
Long Island University, Brooklyn Campus
Con Edison July 2007 - Present
Paine Webber June 2001 - February 2003
Space Systems Loral September 1996 - November 1998
Skills
Analysis, Management, Oracle Applications, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Budgets, Project Management, Outlook, Research, Project Planning, Process Improvement, Human Resources, Strategic Planning, Risk Management, Leadership, Access Database, Visio
Education
Long Island University, Brooklyn Campus
Cindy Ziegler Cindy Ziegler's Paine Webber Experience 1987 - 1991
Job Halo Studios, Concierge Director
Industry Health, Wellness and Fitness
Experience
University of Virginia Benefactors Society Board September 2014 - Present
New Canaan Community Foundation January 2011 - January 2014
Alex. Brown and Sons 1991 - 1993
Paine Webber 1987 - 1991
U.S. Department of Commerce 1984 - 1986
Skills
Non-profits, Event Planning, Nonprofits, Public Speaking, Philanthropy, Grants, Public Relations, Fundraising, Social Media Marketing, Grant Writing, Strategic Planning, Community Outreach, Volunteer Management, Social Media, Event Management, Marketing Strategy
Education
University of Virginia 1982 — 1986
B.A., Government and Foreign Affairs
University of Munich
University of Virginia Benefactors Society Board September 2014 - Present
New Canaan Community Foundation January 2011 - January 2014
Alex. Brown and Sons 1991 - 1993
Paine Webber 1987 - 1991
U.S. Department of Commerce 1984 - 1986
Skills
Non-profits, Event Planning, Nonprofits, Public Speaking, Philanthropy, Grants, Public Relations, Fundraising, Social Media Marketing, Grant Writing, Strategic Planning, Community Outreach, Volunteer Management, Social Media, Event Management, Marketing Strategy
Education
University of Virginia 1982 — 1986
B.A., Government and Foreign Affairs
University of Munich
Ron Madarasz's Paine Webber Experience 1986 - 1987
Job Equity trader at Cuttone & Co.
Industry Financial Services
Experience
Cuttone & Co. 1993 - Present
LIT America 1988 - 1993
Paine Webber 1986 - 1987
Skills
Equities, Financial Markets, Investments, Bloomberg, Equity Trading, Options, Electronic Trading, Convertible Arbitrage, Risk Arbitrage, Exchange Traded Funds, Trading, Securities, Series 7, series 55, Series 63
Education
Long Island University, C.W. Post Campus 1981 — 1985
BS, Finance
Cuttone & Co. 1993 - Present
LIT America 1988 - 1993
Paine Webber 1986 - 1987
Skills
Equities, Financial Markets, Investments, Bloomberg, Equity Trading, Options, Electronic Trading, Convertible Arbitrage, Risk Arbitrage, Exchange Traded Funds, Trading, Securities, Series 7, series 55, Series 63
Education
Long Island University, C.W. Post Campus 1981 — 1985
BS, Finance
Bruce McCook Bruce McCook's Paine Webber Experience April 1983 - June 1990
Job Investment Executive Infinex Investments/First Capital Investment Group
Industry Investment Management
Experience
First Capital Bank May 2009 - Present
Banc of America Investments June 1993 - May 2009
Dean Witter June 1990 - June 1993
Paine Webber April 1983 - June 1990
Skills
AAMS-Accredited Asset..., Investments, Investment Strategies, Portfolio Management, Retirement Income..., Wealth Management, Insurance, Alternative Investments, Series 7, Series 65, Retirement Planning, Fixed Income, Investment Advisory, Beneficiary Planning, Fixed Income Products, Annuities, Fixed Annuities, Retirement Plans, Insurance Planning, Disability Insurance, Term Life Insurance, Universal Life, Whole Life, Risk Management, Customer Service, Commercial Lending
Education
Longwood College 1977 — 1981
BS, Business Administration
Midlothian High School
First Capital Bank May 2009 - Present
Banc of America Investments June 1993 - May 2009
Dean Witter June 1990 - June 1993
Paine Webber April 1983 - June 1990
Skills
AAMS-Accredited Asset..., Investments, Investment Strategies, Portfolio Management, Retirement Income..., Wealth Management, Insurance, Alternative Investments, Series 7, Series 65, Retirement Planning, Fixed Income, Investment Advisory, Beneficiary Planning, Fixed Income Products, Annuities, Fixed Annuities, Retirement Plans, Insurance Planning, Disability Insurance, Term Life Insurance, Universal Life, Whole Life, Risk Management, Customer Service, Commercial Lending
Education
Longwood College 1977 — 1981
BS, Business Administration
Midlothian High School
Sherry Finch Sherry Finch's Paine Webber Experience 1983 - 1985
Job REAL ESTATE PROPERTY MGT
Industry Real Estate
Experience
Finch Properties March 1994 - Present
Blackhorse Mechanical September 2008 - October 2011
ReMax Cascade 1999 - 2008
Atlanta Board of REALTORS 2000 - 2005
Buckhead Brokers 1994 - 1999
Coldwell Banker 1992 - 1994
IDS/American Express 1985 - 1991
Paine Webber 1983 - 1985
Associated Students of Grossmont College, Inc. 1979 - 1981
Mesa Colle 1979 - 1981
Skills
Real Estate, Contract Negotiation, Short Sales, Foreclosures, Sellers, Investors, Buyer Representation, ABR, Real Property, Single Family Homes, REO, Relocation, Listings, First Time Home Buyers, SFR, Investment Properties, New Home Sales, Luxury, HUD, Residential Homes, Resellers, Referrals, Real Estate Transactions, Buyers, Investments, Commercial Real Estate, Seller Representation, Property Management
Education
National University 1983 — 1985
MBA, Marketing
San Diego State University-California State University 1978 — 1981
BA, Journalism, Telecommunications
Clairemont High School 1959 — 1961
College Prep, English Language and Literature, General
Finch Properties March 1994 - Present
Blackhorse Mechanical September 2008 - October 2011
ReMax Cascade 1999 - 2008
Atlanta Board of REALTORS 2000 - 2005
Buckhead Brokers 1994 - 1999
Coldwell Banker 1992 - 1994
IDS/American Express 1985 - 1991
Paine Webber 1983 - 1985
Associated Students of Grossmont College, Inc. 1979 - 1981
Mesa Colle 1979 - 1981
Skills
Real Estate, Contract Negotiation, Short Sales, Foreclosures, Sellers, Investors, Buyer Representation, ABR, Real Property, Single Family Homes, REO, Relocation, Listings, First Time Home Buyers, SFR, Investment Properties, New Home Sales, Luxury, HUD, Residential Homes, Resellers, Referrals, Real Estate Transactions, Buyers, Investments, Commercial Real Estate, Seller Representation, Property Management
Education
National University 1983 — 1985
MBA, Marketing
San Diego State University-California State University 1978 — 1981
BA, Journalism, Telecommunications
Clairemont High School 1959 — 1961
College Prep, English Language and Literature, General
Curt Mussar Curt Mussar's Paine Webber Experience 1984 - 1996
Job Vice President Institutional Sales at Advantage Futures
Industry Banking
Experience
Advantage Futures July 2013 - Present
Newedge January 2009 - July 2013
Fimat September 2007 - January 2009
Cube Financial LLC 2001 - 2007
Credit Suisse First Boston 1998 - 2001
UBS Investment Bank 1996 - 1998
Paine Webber 1984 - 1996
Chicago Grain and Financial Futures 1981 - 1984
Skills
Options, Series 3, Commodities, Derivatives, Electronic Trading, Series 7, Series 63, Bonds, Securities
Education
Loyola University of Chicago 1977 — 1981
BBA, Marketing
Advantage Futures July 2013 - Present
Newedge January 2009 - July 2013
Fimat September 2007 - January 2009
Cube Financial LLC 2001 - 2007
Credit Suisse First Boston 1998 - 2001
UBS Investment Bank 1996 - 1998
Paine Webber 1984 - 1996
Chicago Grain and Financial Futures 1981 - 1984
Skills
Options, Series 3, Commodities, Derivatives, Electronic Trading, Series 7, Series 63, Bonds, Securities
Education
Loyola University of Chicago 1977 — 1981
BBA, Marketing
Lorna Cantale Lorna Cantale's Paine Webber Experience September 1984 - January 1988
Job National Account Manager, Montblanc North America
Industry Luxury Goods & Jewelry
Experience
Montblanc September 2013 - Present
Montblanc September 2011 - September 2012
Montblanc September 2011 - September 2012
Two-Slice Production June 2003 - December 2007
Gucci November 1998 - April 2000
Gucci September 1995 - November 1998
Paine Webber September 1984 - January 1988
Skills
Watches, Jewelry, Marketing, Luxury Goods, Merchandising, Budgets, Fashion, Wholesale, Social Networking, Visual Merchandising, Luxury, Direct Marketing, Brand Development, Brand Management
Education
New Jersey City University 2001 — 2007
Master's, Early Childhood Education
New Jersey City University 1983 — 1989
Master of Arts (MA), Early Childhood Education and Teaching
Montblanc September 2013 - Present
Montblanc September 2011 - September 2012
Montblanc September 2011 - September 2012
Two-Slice Production June 2003 - December 2007
Gucci November 1998 - April 2000
Gucci September 1995 - November 1998
Paine Webber September 1984 - January 1988
Skills
Watches, Jewelry, Marketing, Luxury Goods, Merchandising, Budgets, Fashion, Wholesale, Social Networking, Visual Merchandising, Luxury, Direct Marketing, Brand Development, Brand Management
Education
New Jersey City University 2001 — 2007
Master's, Early Childhood Education
New Jersey City University 1983 — 1989
Master of Arts (MA), Early Childhood Education and Teaching
Tina Chrismore Tina Chrismore's Paine Webber Experience July 1996 - November 2000
Job High School Librarian
Industry Primary/Secondary Education
Experience
NYC Department of Education September 2015 - Present
The Calhoun School August 2012 - June 2015
NYC Department of Education August 2007 - August 2012
NYC Department of Education January 2007 - June 2007
Snapdata Research, Inc. July 2005 - June 2006
Fitch Risk August 2003 - March 2005
Warburg Pincus November 2000 - March 2003
Paine Webber July 1996 - November 2000
JP Morgan December 1994 - July 1996
Skills
Research, Educational Technology, Fundraising, Teaching, Library, Staff Development, Nonprofits, Community Outreach, Administration, Libraries, Collection Development, Speaker Acquisition, Mentoring, Events Coordination, Curriculum Design, Project Management, Editing, Event Planning, Curriculum Development, Higher Education, Blogging
Education
Long Island University 2002 — 2002
SMS, School Media Specialist
Simmons College 1993 — 1994
MLS, Library Science, Archives Concentration
Washington Center 1990 — 1990
Internship
University of Northern Iowa 1986 — 1990
BA, Humanities
Kansai Gaidai University 1988 — 1989
Junior Year Abroad, Japanese Studies
NYC Department of Education September 2015 - Present
The Calhoun School August 2012 - June 2015
NYC Department of Education August 2007 - August 2012
NYC Department of Education January 2007 - June 2007
Snapdata Research, Inc. July 2005 - June 2006
Fitch Risk August 2003 - March 2005
Warburg Pincus November 2000 - March 2003
Paine Webber July 1996 - November 2000
JP Morgan December 1994 - July 1996
Skills
Research, Educational Technology, Fundraising, Teaching, Library, Staff Development, Nonprofits, Community Outreach, Administration, Libraries, Collection Development, Speaker Acquisition, Mentoring, Events Coordination, Curriculum Design, Project Management, Editing, Event Planning, Curriculum Development, Higher Education, Blogging
Education
Long Island University 2002 — 2002
SMS, School Media Specialist
Simmons College 1993 — 1994
MLS, Library Science, Archives Concentration
Washington Center 1990 — 1990
Internship
University of Northern Iowa 1986 — 1990
BA, Humanities
Kansai Gaidai University 1988 — 1989
Junior Year Abroad, Japanese Studies
Donald Spencer Donald Spencer's Paine Webber Experience 1989 - 1995
Job Managing Director at Private Equity Firm
Industry Investment Management
Experience
Siguler Guff 1989 - Present
EPAM Systems, Inc. February 2012 - May 2014
Paine Webber 1989 - 1995
Atalanta/Sosnoff 1987 - 1989
Shereff Friedman Hoffman & Goodman 1983 - 1987
Sullivan & Cromwell LLP 1980 - 1983
Skills
Private Equity, Alternative Investments, Investments, Capital Markets, Asset Managment, Due Diligence, Valuation, Equities, Emerging Markets, Fund Of Funds
Education
New York University School of Law 1977 — 1980
JD
Wesleyan University 1974 — 1977
BA, Classics
Classical High School 1968 — 1972
Siguler Guff 1989 - Present
EPAM Systems, Inc. February 2012 - May 2014
Paine Webber 1989 - 1995
Atalanta/Sosnoff 1987 - 1989
Shereff Friedman Hoffman & Goodman 1983 - 1987
Sullivan & Cromwell LLP 1980 - 1983
Skills
Private Equity, Alternative Investments, Investments, Capital Markets, Asset Managment, Due Diligence, Valuation, Equities, Emerging Markets, Fund Of Funds
Education
New York University School of Law 1977 — 1980
JD
Wesleyan University 1974 — 1977
BA, Classics
Classical High School 1968 — 1972
Jason Keicher Jason Keicher's Paine Webber Experience January 1998 - January 1999
Job Cloud and Mobile Technical Evangelist
Industry Computer Software
Experience
Microsoft June 2010 - Present
Ltech Consulting March 2001 - May 2010
Credit Suisse First Boston July 2004 - June 2005
Cap Gemini Ernst & Young September 2003 - March 2004
Financial Technologies International January 2002 - January 2003
MCIWorldcom January 1999 - January 2002
Paine Webber January 1998 - January 1999
Bell Labs Lucent Technologies January 1997 - January 1998
Skills
Web Services, Cloud Computing, .NET, Agile Project Management, XML, C#, AJAX, ASP.NET, Enterprise Architecture, Software Development, Microsoft SQL Server, Agile Methodologies, JavaScript, Software Project..., jQuery, WCF, IIS, SOA, SQL, Visual Studio, Web Development, Java, Scrum
Education
New Jersey Institute of Technology 1995 — 2007
BS, Computer Science
Nazareth College 1994 — 1995
BS CS, Computer Science
Microsoft June 2010 - Present
Ltech Consulting March 2001 - May 2010
Credit Suisse First Boston July 2004 - June 2005
Cap Gemini Ernst & Young September 2003 - March 2004
Financial Technologies International January 2002 - January 2003
MCIWorldcom January 1999 - January 2002
Paine Webber January 1998 - January 1999
Bell Labs Lucent Technologies January 1997 - January 1998
Skills
Web Services, Cloud Computing, .NET, Agile Project Management, XML, C#, AJAX, ASP.NET, Enterprise Architecture, Software Development, Microsoft SQL Server, Agile Methodologies, JavaScript, Software Project..., jQuery, WCF, IIS, SOA, SQL, Visual Studio, Web Development, Java, Scrum
Education
New Jersey Institute of Technology 1995 — 2007
BS, Computer Science
Nazareth College 1994 — 1995
BS CS, Computer Science
Kilby Browne's Paine Webber Experience 1987 - 1996
Job Head of Private Wealth GroupLatam at Markets Group
Industry Financial Services
Experience
Markets Group LLC. October 2012 - Present
Kilby Browne-consulting on Brazilian Financial Services April 2012 - October 2012
Planner Securities LLC October 2009 - April 2011
O'Brien & Shepard Inc. August 1996 - October 2009
Paine Webber 1987 - 1996
Skills
Trading, Fixed Income, Financial Markets, Capital Markets, Electronic Trading, Emerging Markets, Trading Systems, Series 7, New Business Development, Bonds, Business Development, Sales, Equities, Alternative Investments, Investments, Financial Modeling, Latin America, Hedge Funds, Equity Research, CRM, Financial Services, Derivatives, Bloomberg Terminal, Market Data, Asset Management, Investor Relations, Equity Trading, Options
Education
Loyola University Maryland 1982 — 1986
B.B.A., Finance
Northern Highlands Regional High School 1979 — 1982
Markets Group LLC. October 2012 - Present
Kilby Browne-consulting on Brazilian Financial Services April 2012 - October 2012
Planner Securities LLC October 2009 - April 2011
O'Brien & Shepard Inc. August 1996 - October 2009
Paine Webber 1987 - 1996
Skills
Trading, Fixed Income, Financial Markets, Capital Markets, Electronic Trading, Emerging Markets, Trading Systems, Series 7, New Business Development, Bonds, Business Development, Sales, Equities, Alternative Investments, Investments, Financial Modeling, Latin America, Hedge Funds, Equity Research, CRM, Financial Services, Derivatives, Bloomberg Terminal, Market Data, Asset Management, Investor Relations, Equity Trading, Options
Education
Loyola University Maryland 1982 — 1986
B.B.A., Finance
Northern Highlands Regional High School 1979 — 1982
Debra Tom Debra Tom's Paine Webber Experience July 1991 - September 1996
Job Operations Manager at Quad Capital
Industry Financial Services
Experience
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Calvin T. Hull, Jr Calvin T. Hull, Jr's Paine Webber Experience August 1983 - March 1985
Job Executive Vice President at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle October 2004 - Present
Billingsley Company October 2002 - September 2004
Cushman & Wakefield July 1989 - September 2002
Applegate & Co. April 1988 - July 1989
Arcus Development September 1986 - April 1988
Warwick Development March 1985 - September 1986
Paine Webber August 1983 - March 1985
Dean Witter Reynolds April 1981 - August 1983
Skills
Leases, Disposition, Location Intelligence, Real Estate, Investment Properties, Real Estate Economics, Corporate Real Estate, Real Estate Development, Brokerage, Tenant Representation, Contract Negotiation, Lease Negotiations, Tenant, Real Estate Transactions, Lease Administration, Landlords, Commercial Real Estate, CCIM, SIOR, Office Brokerage, Commercial Real Estate..., Real Estate Advisory..., Land Acquisition, Acquisitions, Asset Management, Shopping Centers, Property Management, Commercial Leasing, Entitlements, Investments, Real Estate Financing, International Real..., Real Estate Private..., Appraisals, Tenant Improvement, Due Diligence, Property, Apartments, Facilities Management, Investment Sales, Commercial Real Estate..., Transaction Management, Valuation, Yardi, Move Management, Industrial Real Estate, Feasibility Studies, Commercial Real Estate..., Land Development, Investors
Education
University of Mississippi 1979 — 1980
Post Graduate Studies - Business, Law and Real Estate
Mississippi State University 1975 — 1979
Bachelor of Science, Business Administration
St. Andrew's Episcopal High School 1973 — 1975
College Preparatory
Jones Lang LaSalle October 2004 - Present
Billingsley Company October 2002 - September 2004
Cushman & Wakefield July 1989 - September 2002
Applegate & Co. April 1988 - July 1989
Arcus Development September 1986 - April 1988
Warwick Development March 1985 - September 1986
Paine Webber August 1983 - March 1985
Dean Witter Reynolds April 1981 - August 1983
Skills
Leases, Disposition, Location Intelligence, Real Estate, Investment Properties, Real Estate Economics, Corporate Real Estate, Real Estate Development, Brokerage, Tenant Representation, Contract Negotiation, Lease Negotiations, Tenant, Real Estate Transactions, Lease Administration, Landlords, Commercial Real Estate, CCIM, SIOR, Office Brokerage, Commercial Real Estate..., Real Estate Advisory..., Land Acquisition, Acquisitions, Asset Management, Shopping Centers, Property Management, Commercial Leasing, Entitlements, Investments, Real Estate Financing, International Real..., Real Estate Private..., Appraisals, Tenant Improvement, Due Diligence, Property, Apartments, Facilities Management, Investment Sales, Commercial Real Estate..., Transaction Management, Valuation, Yardi, Move Management, Industrial Real Estate, Feasibility Studies, Commercial Real Estate..., Land Development, Investors
Education
University of Mississippi 1979 — 1980
Post Graduate Studies - Business, Law and Real Estate
Mississippi State University 1975 — 1979
Bachelor of Science, Business Administration
St. Andrew's Episcopal High School 1973 — 1975
College Preparatory
Alan Moore's Paine Webber Experience 1992 - 1995
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2004 - Present
Legg Mason 1995 - 2004
Paine Webber 1992 - 1995
Skills
Estate Planning, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Planners, Insurance, Financial Analysis, Mutual Funds, Strategic Planning, Public Speaking, Strategy, Wealth Management, Series 7, Finance, Financial Planning
Education
Tulane University 1989 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
Louisiana State University 1982 — 1987
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors January 2004 - Present
Legg Mason 1995 - 2004
Paine Webber 1992 - 1995
Skills
Estate Planning, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Planners, Insurance, Financial Analysis, Mutual Funds, Strategic Planning, Public Speaking, Strategy, Wealth Management, Series 7, Finance, Financial Planning
Education
Tulane University 1989 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
Louisiana State University 1982 — 1987
Bachelor of Science (B.S.), Finance
Anthony Tomicich Anthony Tomicich's Paine Webber Experience April 1995 - June 1998
Job Financial Operatons Specialist
Industry Investment Management
Experience
Greater New York City Area May 2015 - Present
UBS June 2013 - April 2015
AllianceBernstein April 2000 - June 2012
SG Cowen June 1998 - February 2000
Paine Webber April 1995 - June 1998
Kidder Peabody June 1992 - April 1995
Bear Stearns March 1989 - April 1992
Skills
Settlement, Corporate Actions, Fixed Income, Equities, Stocks, Securities, Asset Management, Bonds, Process Improvement, Dividends, Microsoft Excel, Account Reconciliation, Transfer Agency, Microsoft Word, Outlook, Financial Operations, Highly detail oriented, Brokers, Highly Dedicated, Exceptional People..., High Level Of Accuracy, Reorg, Buy-in, Operations Management, Stock Transfer, Financial Analysis, Prioritize Workload, Committed to..., Capital Markets, Financial Services, Investment Banking, Broadridge, ADP, DTCC, Loan Administration, WSO, Clearpar, Brokerage Operations, Fail Control, Bond Interest, Flexibility, Adaptability, Fast Paced Environment, Fast Learner, Multi Tasking
Education
Manhattan College 1984 — 1988
Bachelor of Science (Business Administration), Finance and Marketing Majors
Greater New York City Area May 2015 - Present
UBS June 2013 - April 2015
AllianceBernstein April 2000 - June 2012
SG Cowen June 1998 - February 2000
Paine Webber April 1995 - June 1998
Kidder Peabody June 1992 - April 1995
Bear Stearns March 1989 - April 1992
Skills
Settlement, Corporate Actions, Fixed Income, Equities, Stocks, Securities, Asset Management, Bonds, Process Improvement, Dividends, Microsoft Excel, Account Reconciliation, Transfer Agency, Microsoft Word, Outlook, Financial Operations, Highly detail oriented, Brokers, Highly Dedicated, Exceptional People..., High Level Of Accuracy, Reorg, Buy-in, Operations Management, Stock Transfer, Financial Analysis, Prioritize Workload, Committed to..., Capital Markets, Financial Services, Investment Banking, Broadridge, ADP, DTCC, Loan Administration, WSO, Clearpar, Brokerage Operations, Fail Control, Bond Interest, Flexibility, Adaptability, Fast Paced Environment, Fast Learner, Multi Tasking
Education
Manhattan College 1984 — 1988
Bachelor of Science (Business Administration), Finance and Marketing Majors
Charlie Wurst's Paine Webber Experience 1997 - 1999
Job Seeking Next Opportunity
Industry Staffing and Recruiting
Experience
Seeking Next Opportunity July 2011 - Present
People Science January 2011 - July 2011
Drake Beam Morin April 2008 - October 2008
AIG/Royal Alliance Associates December 2003 - December 2007
Professional Recruiting Associates 2002 - 2003
Merrill Lynch 2000 - 2002
Paine Webber 1997 - 1999
Education
Monmouth University
BS, Business Administration
Seeking Next Opportunity July 2011 - Present
People Science January 2011 - July 2011
Drake Beam Morin April 2008 - October 2008
AIG/Royal Alliance Associates December 2003 - December 2007
Professional Recruiting Associates 2002 - 2003
Merrill Lynch 2000 - 2002
Paine Webber 1997 - 1999
Education
Monmouth University
BS, Business Administration
Daniel Brenna's Paine Webber Experience 1991 - 1995
Job Principal, Ajax Management
Industry Real Estate
Experience
Ajax Management 2001 - Present
Trenton YMCA August 2011 - Present
Ajax Capital Management 2001 - Present
Merrill Lynch 1995 - 2000
Paine Webber 1991 - 1995
Skills
Real Estate, Entitlements, Real Estate Economics, Real Estate Development, Investment Properties, Redevelopment, Location Intelligence, Real Estate Transactions, Land Acquisition, Corporate Real Estate, Zoning, Disposition, Feasibility Studies, Apartments, Green Building, Historic Preservation, Comprehensive Planning, Tax Credits, Mixed-use, Land Development
Education
New York University 1990 — 1991
MS, Real Estate Development & Investment
Rensselaer Polytechnic Institute 1985 — 1989
BS, Industrial & Management Engineering
Ajax Management 2001 - Present
Trenton YMCA August 2011 - Present
Ajax Capital Management 2001 - Present
Merrill Lynch 1995 - 2000
Paine Webber 1991 - 1995
Skills
Real Estate, Entitlements, Real Estate Economics, Real Estate Development, Investment Properties, Redevelopment, Location Intelligence, Real Estate Transactions, Land Acquisition, Corporate Real Estate, Zoning, Disposition, Feasibility Studies, Apartments, Green Building, Historic Preservation, Comprehensive Planning, Tax Credits, Mixed-use, Land Development
Education
New York University 1990 — 1991
MS, Real Estate Development & Investment
Rensselaer Polytechnic Institute 1985 — 1989
BS, Industrial & Management Engineering
Matthew Messinger Matthew Messinger's Paine Webber Experience 1986 - 1994
Job SVP Risk Management
Industry Capital Markets
Experience
Federal Home Loan Bank of Chicago January 2004 - Present
Morgan Stanley 1997 - 2000
Bank of America (formally Nations Bank) 1995 - 1997
Paine Webber 1986 - 1994
Skills
Risk Management, Market Risk, Fixed Income, Derivatives, MBS, Capital Markets, Hedging, Interest Rate Swaps, Swaps, Portfolio Management, ALM, Financial Risk, VAR, Fixed Income Analysis, Operational Risk, Bonds, Trading, Investments
Education
New York University - Polytechnic School of Engineering 1980 — 1981
MS, Applied Mathematics
Queens College 1976 — 1980
MA, Mathematics
Federal Home Loan Bank of Chicago January 2004 - Present
Morgan Stanley 1997 - 2000
Bank of America (formally Nations Bank) 1995 - 1997
Paine Webber 1986 - 1994
Skills
Risk Management, Market Risk, Fixed Income, Derivatives, MBS, Capital Markets, Hedging, Interest Rate Swaps, Swaps, Portfolio Management, ALM, Financial Risk, VAR, Fixed Income Analysis, Operational Risk, Bonds, Trading, Investments
Education
New York University - Polytechnic School of Engineering 1980 — 1981
MS, Applied Mathematics
Queens College 1976 — 1980
MA, Mathematics
Roy Mattox's Paine Webber Experience February 1995 - February 2000
Job Private Investor / Chief Investment Advisor
Industry Investment Management
Experience
Private Investor March 2000 - June 2015
Darvas Investment Management LLC September 2010 - December 2014
Paine Webber February 1995 - February 2000
A.G. Edwards & Sons January 1988 - February 1995
MBank Houston January 1985 - October 1987
Skills
Registered Investment..., Investments, Financial Markets, Finance, Stock Trading, Investment Strategies, Hedge Funds, Portfolio Management, New Business Development, Financial Sales, Investment Analysis, Investment Management, Financial Services
Education
Louisiana State University 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Louisiana State University 1976 — 1981
BS, Industrial Technology
Private Investor March 2000 - June 2015
Darvas Investment Management LLC September 2010 - December 2014
Paine Webber February 1995 - February 2000
A.G. Edwards & Sons January 1988 - February 1995
MBank Houston January 1985 - October 1987
Skills
Registered Investment..., Investments, Financial Markets, Finance, Stock Trading, Investment Strategies, Hedge Funds, Portfolio Management, New Business Development, Financial Sales, Investment Analysis, Investment Management, Financial Services
Education
Louisiana State University 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Louisiana State University 1976 — 1981
BS, Industrial Technology
Dana Maselli Dana Maselli's Paine Webber Experience June 1997 - September 1997
Job Senior Manager of Customer Engagement at John Wiley and Sons
Industry Publishing
Experience
John Wiley and Sons October 2014 - Present
John Wiley and Sons January 2014 - Present
John Wiley and Sons Inc. 2009 - January 2014
John Wiley and Sons 2007 - 2009
John Wiley and Sons 2004 - 2007
John Wiley and Sons 2002 - 2004
John Wiley and Sons 1999 - 2002
Millennium Practice Management Associates, Inc. June 1998 - September 1998
Paine Webber June 1997 - September 1997
Skills
Publishing, Editorial, Online Publishing, Content Development, Publications, Content Strategy, Copy Editing, Proofreading, Web Content, Content Management, Digital Media, New Media, Textbooks, Ebooks, Academic Publishing, Copywriting, Strategic Partnerships, Magazines, Web Content Management, CMS, Newsletters, Books, CRM, Digital Strategy
Education
Union College 1995 — 1999
Bachelor of Arts (BA), English Literature, Studio Arts
New York University
NYU School of Continuing Professional Studies, Project Management
Learning Tree International
Web Development Certified Professional
John Wiley and Sons October 2014 - Present
John Wiley and Sons January 2014 - Present
John Wiley and Sons Inc. 2009 - January 2014
John Wiley and Sons 2007 - 2009
John Wiley and Sons 2004 - 2007
John Wiley and Sons 2002 - 2004
John Wiley and Sons 1999 - 2002
Millennium Practice Management Associates, Inc. June 1998 - September 1998
Paine Webber June 1997 - September 1997
Skills
Publishing, Editorial, Online Publishing, Content Development, Publications, Content Strategy, Copy Editing, Proofreading, Web Content, Content Management, Digital Media, New Media, Textbooks, Ebooks, Academic Publishing, Copywriting, Strategic Partnerships, Magazines, Web Content Management, CMS, Newsletters, Books, CRM, Digital Strategy
Education
Union College 1995 — 1999
Bachelor of Arts (BA), English Literature, Studio Arts
New York University
NYU School of Continuing Professional Studies, Project Management
Learning Tree International
Web Development Certified Professional
Darryl L. Stroup Darryl L. Stroup's Paine Webber Experience 1994 - 1996
Job Senior Loan Originator at Marcus & Millichap Capital Corporation
Industry Financial Services
Experience
Marcus & Millichap Capital Corporation September 2015 - Present
Self-Employed June 2015 - September 2015
Meridian Capital Group January 2013 - May 2015
Open Road Acura 2010 - March 2012
Class Action Refund January 2008 - January 2010
Omega Home Funding April 2006 - February 2008
Ameriquest Mortgage 2002 - 2006
HomeStar Mortgage 2000 - 2001
Saturn of Seekonk January 1996 - 1999
Paine Webber 1994 - 1996
Skills
Real Estate, Negotiation, Real Estate Economics, Investment Properties, Real Estate Transactions, Loans, Employee Training, Mortgage Lending, Finance, Business Development, Salesforce.com, Sales Process, Refinance, Real Estate Financing, Commercial Real Estate, Financial Services, Property, Account Management, Spanish, Training, Cold Calling, Solution Selling, SaaS, Investments, Credit, Loan Origination, Residential Homes, Residential Mortgages, Mortgage Banking, Alternative Real Estate..., Tough deals, Structuring deals, Commercial Lending, Funding, Management, First Time Home Buyers, Sales, Investors, Marketing Strategy
Education
Northeastern University 1988 — 1993
BS, Finance
Marcus & Millichap Capital Corporation September 2015 - Present
Self-Employed June 2015 - September 2015
Meridian Capital Group January 2013 - May 2015
Open Road Acura 2010 - March 2012
Class Action Refund January 2008 - January 2010
Omega Home Funding April 2006 - February 2008
Ameriquest Mortgage 2002 - 2006
HomeStar Mortgage 2000 - 2001
Saturn of Seekonk January 1996 - 1999
Paine Webber 1994 - 1996
Skills
Real Estate, Negotiation, Real Estate Economics, Investment Properties, Real Estate Transactions, Loans, Employee Training, Mortgage Lending, Finance, Business Development, Salesforce.com, Sales Process, Refinance, Real Estate Financing, Commercial Real Estate, Financial Services, Property, Account Management, Spanish, Training, Cold Calling, Solution Selling, SaaS, Investments, Credit, Loan Origination, Residential Homes, Residential Mortgages, Mortgage Banking, Alternative Real Estate..., Tough deals, Structuring deals, Commercial Lending, Funding, Management, First Time Home Buyers, Sales, Investors, Marketing Strategy
Education
Northeastern University 1988 — 1993
BS, Finance
Kumar Aiyer Kumar Aiyer's Paine Webber Experience 1996 - 2000
Job Founder and CEO at BlueFlame Energy Finance
Industry Financial Services
Experience
BlueFlame Energy Finance April 2014 - Present
CleanFin LLC October 2011 - Present
ZAIS Group October 2006 - October 2011
Natixis 2005 - 2006
Banc of America Securities 2002 - 2005
Credit Suisse First Boston 2000 - 2002
Paine Webber 1996 - 2000
Acuson 1991 - 1994
Skills
Alternative Investments, Financial Modeling and..., Investment Analysis, Fund Structuring, Asset Management, Sustainable Energy, Renewable Energy, Structured Finance, Project Finance
Education
Loughborough University 2010 — 2013
M.Sc, Renewable Energy Systems
University of Rochester 1986 — 1994
Ph.D, Electrical Engineering
PSG College of Technology 1981 — 1985
B.S., Electronics and Communication Engineering
BlueFlame Energy Finance April 2014 - Present
CleanFin LLC October 2011 - Present
ZAIS Group October 2006 - October 2011
Natixis 2005 - 2006
Banc of America Securities 2002 - 2005
Credit Suisse First Boston 2000 - 2002
Paine Webber 1996 - 2000
Acuson 1991 - 1994
Skills
Alternative Investments, Financial Modeling and..., Investment Analysis, Fund Structuring, Asset Management, Sustainable Energy, Renewable Energy, Structured Finance, Project Finance
Education
Loughborough University 2010 — 2013
M.Sc, Renewable Energy Systems
University of Rochester 1986 — 1994
Ph.D, Electrical Engineering
PSG College of Technology 1981 — 1985
B.S., Electronics and Communication Engineering
J.R. Williams J.R. Williams's Paine Webber Experience October 1993 - September 1996
Job First Vice PresidentInvestments, PIM Portfolio Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1996 - Present
Paine Webber October 1993 - September 1996
Peace Corps July 1984 - September 1986
Skills
Academic Advising, Educational Leadership, Career Development..., Certified Investment..., Discretionary Portfolio..., Skilled at developing..., Financial Services, Finance, Financial Analysis, Insurance, Research, Strategy, Program Management, Investments, Nonprofits
Education
Monterey Institute of International Studies 1991 — 1993
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1980 — 1982
Bachelor of Arts (BA), Public Relations
Calallen HS
Wells Fargo Advisors, LLC September 1996 - Present
Paine Webber October 1993 - September 1996
Peace Corps July 1984 - September 1986
Skills
Academic Advising, Educational Leadership, Career Development..., Certified Investment..., Discretionary Portfolio..., Skilled at developing..., Financial Services, Finance, Financial Analysis, Insurance, Research, Strategy, Program Management, Investments, Nonprofits
Education
Monterey Institute of International Studies 1991 — 1993
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1980 — 1982
Bachelor of Arts (BA), Public Relations
Calallen HS
Darva Oswald Kinney Darva Oswald Kinney's Paine Webber Experience January 1996 - May 1997
Job Community Associate at West Shore Free Church
Industry Religious Institutions
Experience
West Shore Free Church January 2013 - Present
West Shore Free Church September 2011 - January 2013
West Shore Free Church September 2004 - August 2011
Wachovia Securities Financial Network September 1996 - February 2001
Paine Webber January 1996 - May 1997
Skills
Microsoft Office, Customer Service, Promotions, Problem Solving, Event Planning, Team Building, Event Management, Fundraising, Non-profits, Volunteer Management, Nonprofits, Discipleship, Marketing, Pastoral Counseling, Community Outreach, Pastoral Care, Public Speaking, Missions, Theology, Spiritual Direction, Leadership Development, Teaching, Program Development, Leadership
Education
Messiah College
The English School, Vienna, Austria
West Shore Free Church January 2013 - Present
West Shore Free Church September 2011 - January 2013
West Shore Free Church September 2004 - August 2011
Wachovia Securities Financial Network September 1996 - February 2001
Paine Webber January 1996 - May 1997
Skills
Microsoft Office, Customer Service, Promotions, Problem Solving, Event Planning, Team Building, Event Management, Fundraising, Non-profits, Volunteer Management, Nonprofits, Discipleship, Marketing, Pastoral Counseling, Community Outreach, Pastoral Care, Public Speaking, Missions, Theology, Spiritual Direction, Leadership Development, Teaching, Program Development, Leadership
Education
Messiah College
The English School, Vienna, Austria
Robert M. Brois Robert M. Brois's Paine Webber Experience February 1991 - July 1994
Job IT Project Manager/Network Engineer
Industry Information Technology and Services
Experience
Byrne Dairy May 2013 - Present
The Post-Standard December 2012 - May 2013
National Grid February 2012 - December 2012
MCS Corp May 2007 - January 2012
Advanced Vision Technology Group February 2000 - May 2007
ING January 1996 - November 1999
Goldman Sachs July 1994 - January 1996
Paine Webber February 1991 - July 1994
Skills
Network Administration, IT Project Management, Cisco Call Manager, Cisco Switches, Cisco Security, Sonicwall, Cisco IOS, Web Design, IP PBX, Active Directory, Linux, Wireless Networking, VLAN, IP Networking, Firewalls, SQL Server, Windows Server, Windows Server 2008, Microsoft Office 2007, Microsoft Technologies, IVR, Routing Protocols, MPLS, ISDN, Wireless Security, Wireless Solutions, Cisco Nexus, Cisco Routing &..., Microsoft SQL Server, Microsoft Exchange, Background Check, Project Management, Cisco Wireless..., Check Point Firewalls, Juniper, Wireless, Cisco Routers, VoIP, Switches, Cisco Technologies, Juniper Technologies, Networking, VPN, Network Security, DNS, TCP/IP, WAN, Disaster Recovery, Routers, Information Technology
Education
Global Knowledge 1996 — 2010
Technical Certification, Microsoft Operating Systems, MCP
Cisco 1999 — 2000
CCNA, CISCO, CCNA
Novell 1991 — 1992
CNE, System, Networking, and LAN/WAN Management/Manager, CNE
New York Institute of Technology-Old Westbury 1986 — 1988
Computer Technology, Information Technology
Control Data Institute 1985 — 1986
Computer Technology, Computer Technology, Technical Degree
Byrne Dairy May 2013 - Present
The Post-Standard December 2012 - May 2013
National Grid February 2012 - December 2012
MCS Corp May 2007 - January 2012
Advanced Vision Technology Group February 2000 - May 2007
ING January 1996 - November 1999
Goldman Sachs July 1994 - January 1996
Paine Webber February 1991 - July 1994
Skills
Network Administration, IT Project Management, Cisco Call Manager, Cisco Switches, Cisco Security, Sonicwall, Cisco IOS, Web Design, IP PBX, Active Directory, Linux, Wireless Networking, VLAN, IP Networking, Firewalls, SQL Server, Windows Server, Windows Server 2008, Microsoft Office 2007, Microsoft Technologies, IVR, Routing Protocols, MPLS, ISDN, Wireless Security, Wireless Solutions, Cisco Nexus, Cisco Routing &..., Microsoft SQL Server, Microsoft Exchange, Background Check, Project Management, Cisco Wireless..., Check Point Firewalls, Juniper, Wireless, Cisco Routers, VoIP, Switches, Cisco Technologies, Juniper Technologies, Networking, VPN, Network Security, DNS, TCP/IP, WAN, Disaster Recovery, Routers, Information Technology
Education
Global Knowledge 1996 — 2010
Technical Certification, Microsoft Operating Systems, MCP
Cisco 1999 — 2000
CCNA, CISCO, CCNA
Novell 1991 — 1992
CNE, System, Networking, and LAN/WAN Management/Manager, CNE
New York Institute of Technology-Old Westbury 1986 — 1988
Computer Technology, Information Technology
Control Data Institute 1985 — 1986
Computer Technology, Computer Technology, Technical Degree
David S. Rodriguez's Paine Webber Experience December 1986 - January 1992
Job Medicare annual enrollment period starts October 15 and goes until December 7, let me know how I can help.
Industry Insurance
Experience
DR Insurance, Combined Insurance September 2010 - Present
DR Insurance September 2010 - Present
The Collection January 2008 - November 2010
Dean Witter January 1992 - November 1997
Paine Webber December 1986 - January 1992
Skills
Fixed Annuities, Insurance, Life Insurance, Investments, Long-term Care, Retirement, IRAs, Mutual Funds, Health Insurance, Retirement Planning, Sales, Equities, Financial Planning, Employee Benefits, Strategic Planning, Estate Planning, Whole Life, Medicare, Term Life Insurance, 401k, Long Term Care Insurance, Universal Life, Management, Strategic Financial..., Disability Insurance, Financial Planners, Finance, Financial Services, Wealth Management, Selling, ETFs, Portfolio Management, Asset Allocation, Small Business, Medicare Part D, Critical Illness, Financial Advisory, Risk Management, Leadership, Long Term Care, Annuities, Medicare Supplements, Medicare Advantage, Individual supplemental..., Investment Strategies, Fixed Income
Education
New Hampshire College 1980 — 1982
Bachelor of Business Administration (BBA), Accounting and Economics
Miami Dade College 1973 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration/Marketing
DR Insurance, Combined Insurance September 2010 - Present
DR Insurance September 2010 - Present
The Collection January 2008 - November 2010
Dean Witter January 1992 - November 1997
Paine Webber December 1986 - January 1992
Skills
Fixed Annuities, Insurance, Life Insurance, Investments, Long-term Care, Retirement, IRAs, Mutual Funds, Health Insurance, Retirement Planning, Sales, Equities, Financial Planning, Employee Benefits, Strategic Planning, Estate Planning, Whole Life, Medicare, Term Life Insurance, 401k, Long Term Care Insurance, Universal Life, Management, Strategic Financial..., Disability Insurance, Financial Planners, Finance, Financial Services, Wealth Management, Selling, ETFs, Portfolio Management, Asset Allocation, Small Business, Medicare Part D, Critical Illness, Financial Advisory, Risk Management, Leadership, Long Term Care, Annuities, Medicare Supplements, Medicare Advantage, Individual supplemental..., Investment Strategies, Fixed Income
Education
New Hampshire College 1980 — 1982
Bachelor of Business Administration (BBA), Accounting and Economics
Miami Dade College 1973 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration/Marketing
Marvin Peterson's Paine Webber Experience June 1983 - February 1990
Job First Vice President Investment Officer at Wells Fargo Advisors LLC
Industry Investment Management
Experience
Wells Fargo Advisors LLC March 1990 - Present
Paine Webber June 1983 - February 1990
Skills
Financial Advisory, Investment Planning, Estate Investment..., Asset Allocation, 401K Rollovers, Retirement Planning, Risk Management, Wealth-Preservation...
Education
Kansas State University 1978 — 1982
BS, Economics
Wells Fargo Advisors LLC March 1990 - Present
Paine Webber June 1983 - February 1990
Skills
Financial Advisory, Investment Planning, Estate Investment..., Asset Allocation, 401K Rollovers, Retirement Planning, Risk Management, Wealth-Preservation...
Education
Kansas State University 1978 — 1982
BS, Economics
Elif Akyol's Paine Webber Experience February 1992 - June 1992
Job Corporate Receptionist
Industry Human Resources
Experience
Cafe 472 January 2015 - March 2015
Iron Mountain December 2006 - January 2007
First Marblehead Education Resources June 2005 - September 2005
Tokyo Electron July 2002 - May 2003
Aztec Technology Partners December 1999 - August 2001
Law Offices of Estie Rappaport September 1999 - November 1999
CP Clare Corporation September 1996 - September 1997
Angora Cafe September 1993 - January 1996
Paine Webber February 1992 - June 1992
Samuel Ussia & Associates Inc. July 1989 - October 1991
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, Time Management, Data Entry, Teamwork, Social Media, Receptionist Duties, Telephone Skills, Microsoft Office, People Skills, Customer Relations, People-oriented, Typing, Retail Sales, Cash Register, Foreign Languages, Social Networking, Research
Education
Brookline High School
Attained High School Diploma
Northeastern University
Economics
Cafe 472 January 2015 - March 2015
Iron Mountain December 2006 - January 2007
First Marblehead Education Resources June 2005 - September 2005
Tokyo Electron July 2002 - May 2003
Aztec Technology Partners December 1999 - August 2001
Law Offices of Estie Rappaport September 1999 - November 1999
CP Clare Corporation September 1996 - September 1997
Angora Cafe September 1993 - January 1996
Paine Webber February 1992 - June 1992
Samuel Ussia & Associates Inc. July 1989 - October 1991
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, Time Management, Data Entry, Teamwork, Social Media, Receptionist Duties, Telephone Skills, Microsoft Office, People Skills, Customer Relations, People-oriented, Typing, Retail Sales, Cash Register, Foreign Languages, Social Networking, Research
Education
Brookline High School
Attained High School Diploma
Northeastern University
Economics
Charles E. Chuck Heare Charles E. Chuck Heare's Paine Webber Experience September 1987 - September 1994
Job First Vice President Wealth Management/Wealth Advisor
Industry Financial Services
Experience
UBS Financial Services Inc. January 2014 - Present
UBS Financial Services Inc. July 2005 - December 2013
Morgan Stanley February 2000 - July 2005
Merrill Lynch September 1994 - February 2000
Paine Webber September 1987 - September 1994
Stanton-Schoen Associates January 1987 - August 1987
Monsanto Oil Company June 1981 - May 1986
Varibus Corporation May 1977 - May 1981
Skills
Series 7, Series 63, Series 65
Education
University of Houston 1982 — 1983
Lamar Univesity 1978 — 1981
Lamar University 1972 — 1977
BS
UBS Financial Services Inc. January 2014 - Present
UBS Financial Services Inc. July 2005 - December 2013
Morgan Stanley February 2000 - July 2005
Merrill Lynch September 1994 - February 2000
Paine Webber September 1987 - September 1994
Stanton-Schoen Associates January 1987 - August 1987
Monsanto Oil Company June 1981 - May 1986
Varibus Corporation May 1977 - May 1981
Skills
Series 7, Series 63, Series 65
Education
University of Houston 1982 — 1983
Lamar Univesity 1978 — 1981
Lamar University 1972 — 1977
BS
Sandra Zeiszler's Paine Webber Experience October 1992 - October 1993
Job LinkedIn Consultant | Speaker | Trainer ♦ I Help Make You and Your Business Visible, Credible, and Profitable ➟ Fast!
Industry Marketing and Advertising
Experience
MoxzClicks November 2010 - Present
CyberSmartz for Parents January 2012 - Present
CES Group, Inc. July 2009 - September 2009
Mcloone April 2006 - November 2008
Aquent March 2003 - March 2006
Wiken International January 1997 - January 2003
Martin Williams 1995 - 1997
Access Management 1993 - 1994
Paine Webber October 1992 - October 1993
Shearson Lehman Brothers January 1990 - September 1993
Skills
LinkedIn, Training, Public Speaking, Social Media, Lead Generation, Social Media Marketing, Facebook, Newsletters, Marketing Strategy, Marketing Communications, Online Marketing, Digital Marketing, Social Media Strategist, Passion for Helping..., LinkedIn Training, Social Networking, Cyber Defense
Education
Minneapolis Community and Technical College 1999 — 2002
Graphic Design A.A.S
Duluth Technical 1988 — 1989
Certificate
MoxzClicks November 2010 - Present
CyberSmartz for Parents January 2012 - Present
CES Group, Inc. July 2009 - September 2009
Mcloone April 2006 - November 2008
Aquent March 2003 - March 2006
Wiken International January 1997 - January 2003
Martin Williams 1995 - 1997
Access Management 1993 - 1994
Paine Webber October 1992 - October 1993
Shearson Lehman Brothers January 1990 - September 1993
Skills
LinkedIn, Training, Public Speaking, Social Media, Lead Generation, Social Media Marketing, Facebook, Newsletters, Marketing Strategy, Marketing Communications, Online Marketing, Digital Marketing, Social Media Strategist, Passion for Helping..., LinkedIn Training, Social Networking, Cyber Defense
Education
Minneapolis Community and Technical College 1999 — 2002
Graphic Design A.A.S
Duluth Technical 1988 — 1989
Certificate
Joy Andal Kaye Joy Andal Kaye's Paine Webber Experience September 1992 - August 1995
Job CoChair, Board of Directors at Hereditary Neuropathy Foundation
Industry Philanthropy
Experience
Hereditary Neuropathy Foundation January 2006 - Present
J.Crew October 2003 - September 2005
Apple Computer January 2000 - January 2003
Merrill Lynch September 1995 - April 1999
Paine Webber September 1992 - August 1995
Skills
Human Resources, Recruiting
Education
Teachers College of Columbia University 1990 — 1992
MA, Organizational Psychology
Mount Holyoke College 1984 — 1987
Bachelor of Arts (B.A.), Psychology
Hereditary Neuropathy Foundation January 2006 - Present
J.Crew October 2003 - September 2005
Apple Computer January 2000 - January 2003
Merrill Lynch September 1995 - April 1999
Paine Webber September 1992 - August 1995
Skills
Human Resources, Recruiting
Education
Teachers College of Columbia University 1990 — 1992
MA, Organizational Psychology
Mount Holyoke College 1984 — 1987
Bachelor of Arts (B.A.), Psychology
Mark C. Pfeffer Mark C. Pfeffer's Paine Webber Experience 1989 - 1995
Job Senior Vice President Investments at Pfeffer Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Pfeffer Wealth Management Group of Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities 1995 - 2008
Paine Webber 1989 - 1995
E.F. Hutton 1984 - 1989
Skills
Wealth Management, Investments, Finance, Financial Analysis, Wealth, Estate Planning...
Education
Michigan State University 1978 — 1982
Bachelor of Arts in Marketing
Grosse Point North High School 1974 — 1978
Pfeffer Wealth Management Group of Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities 1995 - 2008
Paine Webber 1989 - 1995
E.F. Hutton 1984 - 1989
Skills
Wealth Management, Investments, Finance, Financial Analysis, Wealth, Estate Planning...
Education
Michigan State University 1978 — 1982
Bachelor of Arts in Marketing
Grosse Point North High School 1974 — 1978
Chris Mersey Chris Mersey's Paine Webber Experience January 1996 - November 2000
Job Ex Banking Professional
Industry Banking
Experience
Commerzbank AG January 2009 - September 2010
Dresdner Bank AG December 2000 - December 2008
Paine Webber January 1996 - November 2000
Schroder Wertheim July 1990 - December 1995
Drexel Burnham Lambert June 1986 - February 1990
Yasuda Trust Europe September 1985 - June 1986
Skills
Trading, Fixed Income, Capital Markets, Derivatives, Emerging Markets, Portfolio Management, Structured Finance, Asset Management, Money Market, Banking, Credit, Bonds
Education
Loughborough University 1982 — 1985
Banking and Finance
Stowe School 1976 — 1981
Commerzbank AG January 2009 - September 2010
Dresdner Bank AG December 2000 - December 2008
Paine Webber January 1996 - November 2000
Schroder Wertheim July 1990 - December 1995
Drexel Burnham Lambert June 1986 - February 1990
Yasuda Trust Europe September 1985 - June 1986
Skills
Trading, Fixed Income, Capital Markets, Derivatives, Emerging Markets, Portfolio Management, Structured Finance, Asset Management, Money Market, Banking, Credit, Bonds
Education
Loughborough University 1982 — 1985
Banking and Finance
Stowe School 1976 — 1981
Glenn Sward's Paine Webber Experience January 2000 - October 2000
Job Vice President, Global Head of Talent Acquisition at PRA Health Sciences
Industry Human Resources
Experience
PRA Health Sciences September 2014 - Present
SAP January 2009 - August 2014
SAP January 2006 - December 2008
SAP January 2002 - December 2005
Independent Consultant October 2000 - December 2001
Paine Webber January 2000 - October 2000
Arthur Andersen LLP September 1992 - January 2000
Education
Lehigh University - College of Business and Economics 1988 — 1992
Accounting, Business, Cum Laude graduate
PRA Health Sciences September 2014 - Present
SAP January 2009 - August 2014
SAP January 2006 - December 2008
SAP January 2002 - December 2005
Independent Consultant October 2000 - December 2001
Paine Webber January 2000 - October 2000
Arthur Andersen LLP September 1992 - January 2000
Education
Lehigh University - College of Business and Economics 1988 — 1992
Accounting, Business, Cum Laude graduate
Ned Saunders's Paine Webber Experience February 1998 - February 2000
Job Executive Director of Operations at Halstead Property
Industry Real Estate
Experience
Halstead Property CT August 2009 - Present
Halstead Property CT May 2009 - August 2009
Wheeler Real Estate February 2006 - May 2009
TD Ameritrade February 2000 - February 2006
Paine Webber February 1998 - February 2000
Education
New England College 1980 — 1984
BA, Business Administration
Darien High School 1977 — 1979
Halstead Property CT August 2009 - Present
Halstead Property CT May 2009 - August 2009
Wheeler Real Estate February 2006 - May 2009
TD Ameritrade February 2000 - February 2006
Paine Webber February 1998 - February 2000
Education
New England College 1980 — 1984
BA, Business Administration
Darien High School 1977 — 1979
Melanie Cigas's Paine Webber Experience November 1999 - January 2000
Job Keyboarding Clerk at Monmouth County Engineering
Industry Financial Services
Experience
Monmouth County Engineering July 2011 - Present
Monmouth County - Dept. of Corrections February 2011 - November 2011
Actively seeking employment February 2009 - February 2011
Blackhawk Network August 2009 - November 2010
Merrill Lynch February 1990 - February 2009
Paine Webber November 1999 - January 2000
Carter-Wallace, Inc. May 1989 - February 1990
Atochem October 1985 - March 1989
Skills
Typist, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Process Improvement, Account Management, Contract Negotiation, Inventory, Leadership, Management, Training, Project Management, Microsoft Word, Real Estate, Sales Management, SharePoint, CRM, Sales
Education
Mercer County Community College 1998 — 1999
Certificate, Construction Project Management
The Berkeley School 1984 — 1985
Intensive Secretarial Program
Ramapo College of New Jersey 1982 — 1984
Academic
Monmouth County Engineering July 2011 - Present
Monmouth County - Dept. of Corrections February 2011 - November 2011
Actively seeking employment February 2009 - February 2011
Blackhawk Network August 2009 - November 2010
Merrill Lynch February 1990 - February 2009
Paine Webber November 1999 - January 2000
Carter-Wallace, Inc. May 1989 - February 1990
Atochem October 1985 - March 1989
Skills
Typist, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Process Improvement, Account Management, Contract Negotiation, Inventory, Leadership, Management, Training, Project Management, Microsoft Word, Real Estate, Sales Management, SharePoint, CRM, Sales
Education
Mercer County Community College 1998 — 1999
Certificate, Construction Project Management
The Berkeley School 1984 — 1985
Intensive Secretarial Program
Ramapo College of New Jersey 1982 — 1984
Academic
Jeffrey Swensen Jeffrey Swensen's Paine Webber Experience 1998 - 2001
Job Trading Systems & Strategy Developer | Global Equity Asset Management
Industry Investment Management
Experience
Batterymarch Financial Management April 2004 - July 2014
John Hancock Investments 2001 - 2004
Paine Webber 1998 - 2001
NYMEX / New York Board of Trade 1995 - 1998
Aon Corporation & Robert M. Currey Associates 1988 - 1995
Skills
Equities, Emerging Markets, Trading, Hedge Funds, Electronic Trading, Alternative Investments, Bloomberg, Options, Risk Management, Traders, Portfolio Management, Equity Trading, Fixed Income, Trading Systems, Foreign Exchange, Investment Management, Capital Markets
Education
Northeastern University 1983 — 1988
Bachelor's degree, Finance & Entrepreneurship
Batterymarch Financial Management April 2004 - July 2014
John Hancock Investments 2001 - 2004
Paine Webber 1998 - 2001
NYMEX / New York Board of Trade 1995 - 1998
Aon Corporation & Robert M. Currey Associates 1988 - 1995
Skills
Equities, Emerging Markets, Trading, Hedge Funds, Electronic Trading, Alternative Investments, Bloomberg, Options, Risk Management, Traders, Portfolio Management, Equity Trading, Fixed Income, Trading Systems, Foreign Exchange, Investment Management, Capital Markets
Education
Northeastern University 1983 — 1988
Bachelor's degree, Finance & Entrepreneurship
Vincent J. Grenier, CFP® Vincent J. Grenier, CFP®'s Paine Webber Experience 1996 - 1996
Job Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network January 2013 - Present
Merrill Lynch 1996 - January 2013
Paine Webber 1996 - 1996
Barrier Free Living 1993 - 1995
Skills
Estate Planning, Retirement Planning, Non-profits, Special Needs Planning, Investments, Wealth Management, Financial Services
Education
New York University 1988 — 1992
Master of Social Work (MSW), Clinical/Medical Social Work
New School University 1986 — 1988
Master of Arts (M.A.), Psychology
State University of New York at Albany 1982 — 1986
Bachelor of Arts (B.A.), Psychology/Biology
Wells Fargo Advisors Financial Network January 2013 - Present
Merrill Lynch 1996 - January 2013
Paine Webber 1996 - 1996
Barrier Free Living 1993 - 1995
Skills
Estate Planning, Retirement Planning, Non-profits, Special Needs Planning, Investments, Wealth Management, Financial Services
Education
New York University 1988 — 1992
Master of Social Work (MSW), Clinical/Medical Social Work
New School University 1986 — 1988
Master of Arts (M.A.), Psychology
State University of New York at Albany 1982 — 1986
Bachelor of Arts (B.A.), Psychology/Biology
Jim VerMeulen Jim VerMeulen's Paine Webber Experience January 1987 - January 1989
Job VerMeulen Capital Management
Industry Investment Management
Experience
VerMeulen Capital Management 1992 - Present
Shearson Lehman January 1989 - February 1991
Paine Webber January 1987 - January 1989
Skills
Investments, Management, Asset Management, 401k, Asset Allocation, Mutual Funds, Asset Managment, Series 7
Education
Michigan State University 1982 — 1986
B.A.
VerMeulen Capital Management 1992 - Present
Shearson Lehman January 1989 - February 1991
Paine Webber January 1987 - January 1989
Skills
Investments, Management, Asset Management, 401k, Asset Allocation, Mutual Funds, Asset Managment, Series 7
Education
Michigan State University 1982 — 1986
B.A.
Marty Roden Marty Roden's Paine Webber Experience 1995 - 1998
Job Executive Search The FGW Group
Industry Investment Management
Experience
The FGW Group November 2013 - Present
Greater New York City Area October 2011 - November 2013
UBS Investment Bank 2003 - 2011
UBS Wealth Management 2002 - 2003
UBS Wealth Management 1998 - 2002
Paine Webber 1995 - 1998
Paine Webber 1985 - 1995
Paine Webber 1983 - 1984
Skills
Bonds, Bloomberg Terminal, PowerPoint, Word, Residential Mortgages, MS Office Suite, Portfolio Management, Portfolio Strategy, Sales Management, Sales Support, Fixed Income Products, Fixed Income Trading, Fixed Income, Government Agencies, MBS, CMO, Market Maker, Customer Service, Risk Management, Market Risk, Model Portfolios, Rates, Credit Risk, Credit, Federal Agencies, Trading Liaison, Interest Rate Swaps, Interest Rate Hedging, Interest Rate Risk..., Bloomberg, Liaison, Microsoft Word, Derivatives, Series 63, Series 7, Equities, Trading, Microsoft Office, Capital Markets, Sales Operations, Financial Markets, Asset Managment, Electronic Trading, Emerging Markets, Wealth Management, Structured Products, Hedge Funds, Financial Modeling, FX Options, Alternative Investments
Education
Union County College 2015 — 2015
Certificate of Achievement in Emergency Medical Studies, Emergency Medical Technician EMT, 4.0
coursera 2014 — 2014
Financial Markets by Yale University on Coursera. Certificate earned on April 15, 2014, Financial Markets by Robert Shiller, 89.6%
NYU 1995 — 1996
Certificate, Financial Risk Management
The College of New Jersey 1979 — 1980
none, PSY
William Paterson University of New Jersey 1978 — 1979
none, PSY
Bloomfield Sr. HS 1976 — 1979
Diploma, College Prep.
The FGW Group November 2013 - Present
Greater New York City Area October 2011 - November 2013
UBS Investment Bank 2003 - 2011
UBS Wealth Management 2002 - 2003
UBS Wealth Management 1998 - 2002
Paine Webber 1995 - 1998
Paine Webber 1985 - 1995
Paine Webber 1983 - 1984
Skills
Bonds, Bloomberg Terminal, PowerPoint, Word, Residential Mortgages, MS Office Suite, Portfolio Management, Portfolio Strategy, Sales Management, Sales Support, Fixed Income Products, Fixed Income Trading, Fixed Income, Government Agencies, MBS, CMO, Market Maker, Customer Service, Risk Management, Market Risk, Model Portfolios, Rates, Credit Risk, Credit, Federal Agencies, Trading Liaison, Interest Rate Swaps, Interest Rate Hedging, Interest Rate Risk..., Bloomberg, Liaison, Microsoft Word, Derivatives, Series 63, Series 7, Equities, Trading, Microsoft Office, Capital Markets, Sales Operations, Financial Markets, Asset Managment, Electronic Trading, Emerging Markets, Wealth Management, Structured Products, Hedge Funds, Financial Modeling, FX Options, Alternative Investments
Education
Union County College 2015 — 2015
Certificate of Achievement in Emergency Medical Studies, Emergency Medical Technician EMT, 4.0
coursera 2014 — 2014
Financial Markets by Yale University on Coursera. Certificate earned on April 15, 2014, Financial Markets by Robert Shiller, 89.6%
NYU 1995 — 1996
Certificate, Financial Risk Management
The College of New Jersey 1979 — 1980
none, PSY
William Paterson University of New Jersey 1978 — 1979
none, PSY
Bloomfield Sr. HS 1976 — 1979
Diploma, College Prep.
Steve Orr's Paine Webber Experience 1984 - 1986
Job Managing Partner and CoFounder, Orr Associates, Inc. (OAI)
Industry Fund-Raising
Experience
Orr Associates, Inc. (OAI) 1991 - Present
Youth, I.N.C. 1994 - 2014
Goldman Sachs 1986 - 1991
Paine Webber 1984 - 1986
Citi 1980 - 1984
Skills
Fundraising, Nonprofit Consulting, Campaign Management, Non-profits, Management, Nonprofits, Strategic Planning, Leadership, Board Development, Strategy, Marketing, Event Management, Public Speaking, CRM, Philanthropy, Grants, Training
Education
Thunderbird School of Global Management 1978 — 1979
Master International Management
Michigan State University 1972 — 1976
Business Admin, Finance and Marketing
Culver Military Academy 1968 — 1972
High School
Orr Associates, Inc. (OAI) 1991 - Present
Youth, I.N.C. 1994 - 2014
Goldman Sachs 1986 - 1991
Paine Webber 1984 - 1986
Citi 1980 - 1984
Skills
Fundraising, Nonprofit Consulting, Campaign Management, Non-profits, Management, Nonprofits, Strategic Planning, Leadership, Board Development, Strategy, Marketing, Event Management, Public Speaking, CRM, Philanthropy, Grants, Training
Education
Thunderbird School of Global Management 1978 — 1979
Master International Management
Michigan State University 1972 — 1976
Business Admin, Finance and Marketing
Culver Military Academy 1968 — 1972
High School
Tom Pollando Tom Pollando's Paine Webber Experience 1977 - 1990
Job president at champion electrical maintenance and communications inc
Industry Construction
Experience
champion electrical maintenanceand communications inc July 2013 - Present
Champion Electrical Maintenance & Communications, Inc 2010 - May 2013
hylan datacom and electrical 2010 - May 2013
ADCO ELECTRICAL AND COMMUNICATIONS July 1990 - September 2010
paine webber 1977 - 1990
White, Weld & Co. 1968 - 1977
White, Weld & Co. 1968 - 1977
Skills
Data Center, Access Control, CCTV, VoIP, Vendor Management, New Business Development, Project Planning, Integration, Contract Negotiation, Disaster Recovery, Project Management, Construction, Engineering, Wireless, Management, Operations Management, Program Management, Solution Selling, Sales Management, Account Management, Facilities Management, Pre-construction, Team Building, Infrastructure, Negotiation, Business Development, Construction Management, Budgets, Contract Management, Fire Alarm, Change Management
Education
Kingsborough Community College
champion electrical maintenanceand communications inc July 2013 - Present
Champion Electrical Maintenance & Communications, Inc 2010 - May 2013
hylan datacom and electrical 2010 - May 2013
ADCO ELECTRICAL AND COMMUNICATIONS July 1990 - September 2010
paine webber 1977 - 1990
White, Weld & Co. 1968 - 1977
White, Weld & Co. 1968 - 1977
Skills
Data Center, Access Control, CCTV, VoIP, Vendor Management, New Business Development, Project Planning, Integration, Contract Negotiation, Disaster Recovery, Project Management, Construction, Engineering, Wireless, Management, Operations Management, Program Management, Solution Selling, Sales Management, Account Management, Facilities Management, Pre-construction, Team Building, Infrastructure, Negotiation, Business Development, Construction Management, Budgets, Contract Management, Fire Alarm, Change Management
Education
Kingsborough Community College
Phillip Shtaida Phillip Shtaida's Paine Webber Experience April 1997 - November 1997
Job Financial Services Professional
Industry Financial Services
Experience
Peachtree Planning Corporation January 2000 - December 2012
Interstate Johnson Lane December 1997 - January 2000
Paine Webber April 1997 - November 1997
Skills
Equity Operations
Education
Milwaukee Area Technical College
Peachtree Planning Corporation January 2000 - December 2012
Interstate Johnson Lane December 1997 - January 2000
Paine Webber April 1997 - November 1997
Skills
Equity Operations
Education
Milwaukee Area Technical College
Anthony Gentile Anthony Gentile's Paine Webber Experience August 1994 - August 1997
Job Digital Media/Online Marketing ConsultantGoogle Certified
Industry Marketing and Advertising
Experience
hibu July 2007 - Present
Coca-Cola Enterprises January 2003 - April 2007
Smith Barney February 2000 - January 2003
Citicorp Investment Services August 1997 - February 2000
Paine Webber August 1994 - August 1997
The Rochester Americans Hockey Club June 1993 - August 1994
Rochester Americans June 1987 - August 1994
Niagara Frontier Hockey Ltd/Rochester Americans Hockey Club June 1987 - August 1994
The Rochester Americans Hockey Club June 1989 - June 1993
The Rochester Americans Hockey Club June 1987 - June 1989
Skills
Sales Management, B2B, B2B Marketing, New Media Consulting, Lead Generation, Sales Presentations, Marketing Strategy, Sales Operations, Salesforce.com, Sales, Business Development, Marketing Communications, Digital Marketing, Social Media Marketing, Direct Sales, Sales Process
Education
Nazareth College of Rochester 1985 — 1987
BS, Business Adminisatration, Economics
Monroe Community College 1983 — 1985
A.A.S, Marketing
hibu July 2007 - Present
Coca-Cola Enterprises January 2003 - April 2007
Smith Barney February 2000 - January 2003
Citicorp Investment Services August 1997 - February 2000
Paine Webber August 1994 - August 1997
The Rochester Americans Hockey Club June 1993 - August 1994
Rochester Americans June 1987 - August 1994
Niagara Frontier Hockey Ltd/Rochester Americans Hockey Club June 1987 - August 1994
The Rochester Americans Hockey Club June 1989 - June 1993
The Rochester Americans Hockey Club June 1987 - June 1989
Skills
Sales Management, B2B, B2B Marketing, New Media Consulting, Lead Generation, Sales Presentations, Marketing Strategy, Sales Operations, Salesforce.com, Sales, Business Development, Marketing Communications, Digital Marketing, Social Media Marketing, Direct Sales, Sales Process
Education
Nazareth College of Rochester 1985 — 1987
BS, Business Adminisatration, Economics
Monroe Community College 1983 — 1985
A.A.S, Marketing
Thomas Ladue's Paine Webber Experience January 1987 - October 1994
Job business development / sales management
Industry Consumer Goods
Experience
tissue spritz January 2008 - Present
Marinewarehouse.net March 2012 - Present
Truro Vineyards of Cape Cod April 2004 - October 2011
Private and Charter Yachts September 1997 - April 2007
Monstermoving.com November 2000 - February 2002
Paine Webber January 1987 - October 1994
Skills
New Business Development, Business Development, Sales, Marketing Strategy, Product Development, Contract Negotiation, Negotiation, Management, Selling, Retail, Customer Service, Business Planning, Social Networking, Product Marketing, Renewable Energy, Business Strategy, Marketing, Procurement, Sailing, Leadership, CRM, Public Speaking, Microsoft Office, International Sales, Leadership Development, Marketing Communications, Team Building, Entrepreneurship, Merchandising, Customer Satisfaction, Event Management, Event Planning, Advertising, Sales Management, Strategic Planning, Public Relations, Start-ups, Account Management, Social Media, Budgets, Social Media Marketing, Project Management, Operations Management, International Business, Digital Marketing, Strategy, USCG CAPTAIN
Education
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor's degree, Finance and Marketing
Barnstable High School 1978 — 1982
tissue spritz January 2008 - Present
Marinewarehouse.net March 2012 - Present
Truro Vineyards of Cape Cod April 2004 - October 2011
Private and Charter Yachts September 1997 - April 2007
Monstermoving.com November 2000 - February 2002
Paine Webber January 1987 - October 1994
Skills
New Business Development, Business Development, Sales, Marketing Strategy, Product Development, Contract Negotiation, Negotiation, Management, Selling, Retail, Customer Service, Business Planning, Social Networking, Product Marketing, Renewable Energy, Business Strategy, Marketing, Procurement, Sailing, Leadership, CRM, Public Speaking, Microsoft Office, International Sales, Leadership Development, Marketing Communications, Team Building, Entrepreneurship, Merchandising, Customer Satisfaction, Event Management, Event Planning, Advertising, Sales Management, Strategic Planning, Public Relations, Start-ups, Account Management, Social Media, Budgets, Social Media Marketing, Project Management, Operations Management, International Business, Digital Marketing, Strategy, USCG CAPTAIN
Education
Lehigh University - College of Business and Economics 1982 — 1986
Bachelor's degree, Finance and Marketing
Barnstable High School 1978 — 1982
JP Altier's Paine Webber Experience 2000 - 2000
Job Lead Developer at UBS
Industry Information Technology and Services
Experience
UBS June 2009 - Present
Walnut Capital Management 1997 - Present
DTCC July 2008 - March 2009
UBS Wealth Management April 2003 - July 2008
Leppert & Altier, LLC April 1994 - April 2003
AIG 2002 - 2002
HSBC 2000 - 2001
Paine Webber 2000 - 2000
Deutsche Bank 1999 - 2000
Chase Manhattan Bank 1996 - 1999
Skills
Websphere, Unix, Integration, Architecture, Project Management, Enterprise Software, High Availability, Enterprise Architecture, IT Strategy, Business Analysis, Infrastructure, Trading Systems, Java Application..., J2EE Application..., Spring, Struts, LDAP, System Administration, Solaris, ITIL, Architectures, Business Architecture, Data Center, Financial Markets, Financial Services, IT Management, Information Security, Java, Linux, Oracle, SDLC, Servers, Spring Framework, Trading, Vendor Management, WebSphere
Education
Lehigh University 1981 — 1982
MBA, Economics, Finance
Lehigh University 1976 — 1980
BS, Electrical Engineering
Christian Brothers Academy 1972 — 1976
UBS June 2009 - Present
Walnut Capital Management 1997 - Present
DTCC July 2008 - March 2009
UBS Wealth Management April 2003 - July 2008
Leppert & Altier, LLC April 1994 - April 2003
AIG 2002 - 2002
HSBC 2000 - 2001
Paine Webber 2000 - 2000
Deutsche Bank 1999 - 2000
Chase Manhattan Bank 1996 - 1999
Skills
Websphere, Unix, Integration, Architecture, Project Management, Enterprise Software, High Availability, Enterprise Architecture, IT Strategy, Business Analysis, Infrastructure, Trading Systems, Java Application..., J2EE Application..., Spring, Struts, LDAP, System Administration, Solaris, ITIL, Architectures, Business Architecture, Data Center, Financial Markets, Financial Services, IT Management, Information Security, Java, Linux, Oracle, SDLC, Servers, Spring Framework, Trading, Vendor Management, WebSphere
Education
Lehigh University 1981 — 1982
MBA, Economics, Finance
Lehigh University 1976 — 1980
BS, Electrical Engineering
Christian Brothers Academy 1972 — 1976
Sam Chang's Paine Webber Experience 1998 - 1999
Job Senior System Engineer
Industry Financial Services
Experience
Financial Software and Services January 2014 - Present
Financial Firm October 2011 - December 2013
Goldman Sachs October 2010 - September 2011
Aleric January 2010 - July 2010
Goldman Sachs 1999 - June 2010
Paine Webber 1998 - 1999
Long Term Capital Management June 1996 - November 1998
Skills
Solaris, Storage Area Networks, Data Center, Unix, Linux, High Availability, System Administration, Red Hat Linux, Disaster Recovery, Shell Scripting, Security, SAN, Clustering, Unix Shell Scripting, Sybase, Virtualization, VMware, Scripting, DNS, XP, Performance Tuning, DHCP, NFS, MySQL, Storage, Apache, TCP/IP, Operating Systems, Deployment, Hardware, LDAP, VMware ESX, Firewalls, Cloud Computing, Veritas Volume Manager, Server Architecture, AIX, Perl, HP-UX, Servers, Linux System..., Bash, Infrastructure
Education
Polytechnic University 1988 — 1993
Financial Software and Services January 2014 - Present
Financial Firm October 2011 - December 2013
Goldman Sachs October 2010 - September 2011
Aleric January 2010 - July 2010
Goldman Sachs 1999 - June 2010
Paine Webber 1998 - 1999
Long Term Capital Management June 1996 - November 1998
Skills
Solaris, Storage Area Networks, Data Center, Unix, Linux, High Availability, System Administration, Red Hat Linux, Disaster Recovery, Shell Scripting, Security, SAN, Clustering, Unix Shell Scripting, Sybase, Virtualization, VMware, Scripting, DNS, XP, Performance Tuning, DHCP, NFS, MySQL, Storage, Apache, TCP/IP, Operating Systems, Deployment, Hardware, LDAP, VMware ESX, Firewalls, Cloud Computing, Veritas Volume Manager, Server Architecture, AIX, Perl, HP-UX, Servers, Linux System..., Bash, Infrastructure
Education
Polytechnic University 1988 — 1993
Rich Suarez's Paine Webber Experience 1988 - 1992
Job Service Desk Supervisor at Align
Industry Information Technology and Services
Experience
Align July 2015 - Present
Align April 2014 - July 2015
Benjamin Moore & Co. March 2008 - September 2013
Benjamin Moore & Co. August 2000 - March 2008
Lifetime Television 1999 - 2000
American Home Products 1997 - 1999
Wyeth 1997 - 1999
Ganes Chemicals 1992 - 1997
Paine Webber 1988 - 1992
Moseley Securities July 1984 - April 1988
Skills
Active Directory, Inventory Management, Inventory Control, Project Management, Windows Server, Cross-functional Team..., Competitive Analysis, Desktop Administration, Technical Support, Troubleshooting, Product Development, System Administration, Process Improvement, Vendor Management, Software Documentation, IT Management, Windows XP, Management, Visio, Help Desk Support
Education
New Jersey City University 1981 — 1983
None, Art, Computer Science
Align July 2015 - Present
Align April 2014 - July 2015
Benjamin Moore & Co. March 2008 - September 2013
Benjamin Moore & Co. August 2000 - March 2008
Lifetime Television 1999 - 2000
American Home Products 1997 - 1999
Wyeth 1997 - 1999
Ganes Chemicals 1992 - 1997
Paine Webber 1988 - 1992
Moseley Securities July 1984 - April 1988
Skills
Active Directory, Inventory Management, Inventory Control, Project Management, Windows Server, Cross-functional Team..., Competitive Analysis, Desktop Administration, Technical Support, Troubleshooting, Product Development, System Administration, Process Improvement, Vendor Management, Software Documentation, IT Management, Windows XP, Management, Visio, Help Desk Support
Education
New Jersey City University 1981 — 1983
None, Art, Computer Science
Christine Marchiselli's Paine Webber Experience 1989 - 1999
Job Executive Director, Senior Human Resources Business Partner
Industry Human Resources
Experience
J.P. Morgan June 2010 - Present
PENCIL 2008 - Present
Bank of America Merrill Lynch January 2010 - June 2010
Bank of America Merrill Lynch January 2009 - December 2009
Merrill Lynch March 2006 - January 2009
UBS July 1999 - March 2001
Paine Webber 1989 - 1999
Education
Manhattan College
BA, English
Teachers College of Columbia University
Organizational Psychology
J.P. Morgan June 2010 - Present
PENCIL 2008 - Present
Bank of America Merrill Lynch January 2010 - June 2010
Bank of America Merrill Lynch January 2009 - December 2009
Merrill Lynch March 2006 - January 2009
UBS July 1999 - March 2001
Paine Webber 1989 - 1999
Education
Manhattan College
BA, English
Teachers College of Columbia University
Organizational Psychology
ANNA SLAVIN's Paine Webber Experience April 2000 - May 2001
Job Scrum Master/Agile Project Manager
Industry Information Technology and Services
Experience
American Express June 2015 - Present
Adecco Group November 2014 - June 2015
Westcon Group November 2013 - October 2014
BROWSER BASED SOLUTIONS July 2007 - November 2013
BAY ISLANDER INC June 2003 - November 2005
HOUSEHOLD Insurance June 2001 - April 2003
Paine Webber April 2000 - May 2001
MORGAN STANLEY DEAN WITTER October 1998 - April 2000
Chase February 1997 - October 1998
Skills
Visio, Requirements Analysis, SDLC, Software Documentation, Agile Methodologies, User Acceptance Testing, Testing, Quality Assurance, Databases, Business Requirements, Test Planning, Business Analysis, SQL, IT Recruitment, Project Management, Requirements Gathering, JIRA, Networking, CRM, DB2, Management, Web Applications, SharePoint, Search, MS Project, Test Cases, Mainframe, Software Development, Program Management, Functional..., Consulting, Process Improvement, Java, Change Management, Training, Team Management, Team Leadership, Business Process, Fit/Gap Analysis, Use Case, Quality Center, Use Case Diagrams, BRD, Requirements..., Waterfall, Activity Diagrams, Gap Analysis, Full SDLC, Programming, SCRUM
Education
INTERNATIONAL SCRUM INSTITUTE 2014 — 2014
Certified Scrum Master (CSM), Certified Scrum Product Owner (CSPO), Accredited Project Manager (APM)
Carrer Academy 2014 — 2014
Completed PMP Certification course
THE CHUBB INSTITUTE 1994 — 1995
Diploma, Computer Programming/Business Analyst
Long Island University 1992 — 1994
B.S. Degree
Long Island University, Brooklyn Campus 1991 — 1993
GOMEL UNIVERSITY OF FRANCISCA SKARINI 1987 — 1990
American Express June 2015 - Present
Adecco Group November 2014 - June 2015
Westcon Group November 2013 - October 2014
BROWSER BASED SOLUTIONS July 2007 - November 2013
BAY ISLANDER INC June 2003 - November 2005
HOUSEHOLD Insurance June 2001 - April 2003
Paine Webber April 2000 - May 2001
MORGAN STANLEY DEAN WITTER October 1998 - April 2000
Chase February 1997 - October 1998
Skills
Visio, Requirements Analysis, SDLC, Software Documentation, Agile Methodologies, User Acceptance Testing, Testing, Quality Assurance, Databases, Business Requirements, Test Planning, Business Analysis, SQL, IT Recruitment, Project Management, Requirements Gathering, JIRA, Networking, CRM, DB2, Management, Web Applications, SharePoint, Search, MS Project, Test Cases, Mainframe, Software Development, Program Management, Functional..., Consulting, Process Improvement, Java, Change Management, Training, Team Management, Team Leadership, Business Process, Fit/Gap Analysis, Use Case, Quality Center, Use Case Diagrams, BRD, Requirements..., Waterfall, Activity Diagrams, Gap Analysis, Full SDLC, Programming, SCRUM
Education
INTERNATIONAL SCRUM INSTITUTE 2014 — 2014
Certified Scrum Master (CSM), Certified Scrum Product Owner (CSPO), Accredited Project Manager (APM)
Carrer Academy 2014 — 2014
Completed PMP Certification course
THE CHUBB INSTITUTE 1994 — 1995
Diploma, Computer Programming/Business Analyst
Long Island University 1992 — 1994
B.S. Degree
Long Island University, Brooklyn Campus 1991 — 1993
GOMEL UNIVERSITY OF FRANCISCA SKARINI 1987 — 1990
Seth B. Lipsay's Paine Webber Experience 1995 - 1998
Job Executive Managing Director at Galaxy Realty Capital, LLC
Industry Venture Capital & Private Equity
Experience
Rosenstiel School of Marine and Atmospheric Science, UMiami September 2010 - Present
New World Group 1998 - Present
North Shore LIJ Health System 2003 - Present
The Feinstein Institute for Medical Research 2003 - Present
Galaxy Realty Capital, LLC November 2014 - Present
Paine Webber 1995 - 1998
Kidder Peabody 1990 - 1995
Kenneth Leventhal & Co. 1986 - 1990
Skills
Due Diligence, Investments, Finance, Real Estate, Investment Banking, Structured Finance, Loans, Strategic Planning, Management, Investors, Consulting, Financial Modeling, Asset Management, Financial Analysis, Real Estate Financing, Investment Properties, Executive Management, Real Estate Transactions, Capital Markets, Portfolio Management, Acquisitions, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Real Estate/Finance
Maurice A. Deane School of Law at Hofstra University 1981 — 1984
JD, Tax and Business Planning
New College of Florida 1978 — 1981
BA, Public Policy
Rosenstiel School of Marine and Atmospheric Science, UMiami September 2010 - Present
New World Group 1998 - Present
North Shore LIJ Health System 2003 - Present
The Feinstein Institute for Medical Research 2003 - Present
Galaxy Realty Capital, LLC November 2014 - Present
Paine Webber 1995 - 1998
Kidder Peabody 1990 - 1995
Kenneth Leventhal & Co. 1986 - 1990
Skills
Due Diligence, Investments, Finance, Real Estate, Investment Banking, Structured Finance, Loans, Strategic Planning, Management, Investors, Consulting, Financial Modeling, Asset Management, Financial Analysis, Real Estate Financing, Investment Properties, Executive Management, Real Estate Transactions, Capital Markets, Portfolio Management, Acquisitions, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Real Estate/Finance
Maurice A. Deane School of Law at Hofstra University 1981 — 1984
JD, Tax and Business Planning
New College of Florida 1978 — 1981
BA, Public Policy
Fernando Quiñones's Paine Webber Experience October 1996 - July 1997
Job Senior Vice President Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Citi August 2007 - August 2015
HSBC April 2005 - June 2007
HSBC April 2003 - January 2005
JPMorgan Chase April 1998 - April 2003
Waterhouse Securities Inc. July 1997 - March 1998
Paine Webber October 1996 - July 1997
Skills
Commercial Banking, Banking, Credit, Loans, Credit Analysis, Retail Banking, Portfolio Management, Credit Risk, Relationship Management, Commercial Lending, Risk Management, Wealth Management, Business Development, Financial Services, Finance, Leadership, Small Business Lending, Cross Selling, Management, Strategic Partnerships, Cash Management, Consumer Lending, Loan Origination, Mortgage Lending, Investments
Education
NYU 2003 — 2004
Credit Analysis
Long Island University, Brooklyn Campus 1992 — 1996
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Bank of America Merrill Lynch August 2015 - Present
Citi August 2007 - August 2015
HSBC April 2005 - June 2007
HSBC April 2003 - January 2005
JPMorgan Chase April 1998 - April 2003
Waterhouse Securities Inc. July 1997 - March 1998
Paine Webber October 1996 - July 1997
Skills
Commercial Banking, Banking, Credit, Loans, Credit Analysis, Retail Banking, Portfolio Management, Credit Risk, Relationship Management, Commercial Lending, Risk Management, Wealth Management, Business Development, Financial Services, Finance, Leadership, Small Business Lending, Cross Selling, Management, Strategic Partnerships, Cash Management, Consumer Lending, Loan Origination, Mortgage Lending, Investments
Education
NYU 2003 — 2004
Credit Analysis
Long Island University, Brooklyn Campus 1992 — 1996
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Christopher McNamee's Paine Webber Experience 1997 - 2000
Job Internal/Financial/Executive Communications and Investor Relations Professional
Industry Public Relations and Communications
Experience
Teneo Strategy 2012 - 2013
Ally Financial Inc. 2008 - 2012
Assured Guaranty Corp. 2004 - 2008
UBS 2000 - 2004
Paine Webber 1997 - 2000
Financial Relations Board 1995 - 1997
Skills
Corporate Communications, Investor Relations, Corporate Finance, Press Releases, Strategy, Internal Communications, Financial Services, Finance, Management, Executive Management, Investments, Analysis
Education
Manhattan College
B.S., Marketing, Management
Teneo Strategy 2012 - 2013
Ally Financial Inc. 2008 - 2012
Assured Guaranty Corp. 2004 - 2008
UBS 2000 - 2004
Paine Webber 1997 - 2000
Financial Relations Board 1995 - 1997
Skills
Corporate Communications, Investor Relations, Corporate Finance, Press Releases, Strategy, Internal Communications, Financial Services, Finance, Management, Executive Management, Investments, Analysis
Education
Manhattan College
B.S., Marketing, Management
Karen Tompos's Paine Webber Experience September 1993 - June 1995
Job President at Straight Face Partners, LLC
Industry Marketing and Advertising
Experience
Straight Face Partners, LLC June 2005 - Present
Cardioquicksys, LLC 2004 - 2005
Ethicon Endo-Surgery 1997 - 2004
Johnson & Johnson 1997 - 2004
Hobsons June 1995 - August 1997
Paine Webber September 1993 - June 1995
Totes Isotoner 1984 - 1993
Skills
Medical Devices, Urology, Healthcare, Market Analysis, Product Launch, Market Development, Sales, Global Marketing, Cross-functional Team..., Operating Room, Marketing, Pharmaceutical Sales
Education
Miami University 1977 — 1978
MBA, Marketing
Miami University 1973 — 1977
BA, International Studies
Straight Face Partners, LLC June 2005 - Present
Cardioquicksys, LLC 2004 - 2005
Ethicon Endo-Surgery 1997 - 2004
Johnson & Johnson 1997 - 2004
Hobsons June 1995 - August 1997
Paine Webber September 1993 - June 1995
Totes Isotoner 1984 - 1993
Skills
Medical Devices, Urology, Healthcare, Market Analysis, Product Launch, Market Development, Sales, Global Marketing, Cross-functional Team..., Operating Room, Marketing, Pharmaceutical Sales
Education
Miami University 1977 — 1978
MBA, Marketing
Miami University 1973 — 1977
BA, International Studies
Michael Pharr, CFP®'s Paine Webber Experience September 1997 - September 2001
Job Partner, Summit Financial
Industry Financial Services
Experience
Summit Financial Wealth Advisors February 2006 - Present
Legg Mason September 2001 - February 2006
Paine Webber September 1997 - September 2001
Education
Louisiana State University 1987 — 1993
Summit Financial Wealth Advisors February 2006 - Present
Legg Mason September 2001 - February 2006
Paine Webber September 1997 - September 2001
Education
Louisiana State University 1987 — 1993
Philomena Dunn's Paine Webber Experience 1981 - 1989
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Genealogical Research 2005 - Present
U.S. CENSUS 2010 2010 - 2010
Deutsche Bank 1994 - 2005
Maximum Data Corporation 1989 - 1994
Paine Webber 1981 - 1989
Skills
Research, Business Analysis, Microsoft Office, Word, Excel, Strategic Planning, Access, Customer Relations, Administration, Documentation, Social Media, Customer Service, Team Building, Social Networking, PowerPoint, Problem Solving
Education
New York University 1974 — 1978
Bachelor of Arts, in Economics with a minor in Computer Science & Mathematics
Genealogical Research 2005 - Present
U.S. CENSUS 2010 2010 - 2010
Deutsche Bank 1994 - 2005
Maximum Data Corporation 1989 - 1994
Paine Webber 1981 - 1989
Skills
Research, Business Analysis, Microsoft Office, Word, Excel, Strategic Planning, Access, Customer Relations, Administration, Documentation, Social Media, Customer Service, Team Building, Social Networking, PowerPoint, Problem Solving
Education
New York University 1974 — 1978
Bachelor of Arts, in Economics with a minor in Computer Science & Mathematics
Amy Champion-Thomas's Paine Webber Experience May 1995 - July 1998
Job Asst. VP Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2005 - Present
Bear Stearns April 2004 - June 2005
RBC Dain Rauscher March 2002 - April 2004
Tucker Anthony July 1998 - March 2002
Paine Webber May 1995 - July 1998
Education
Northeastern University 2004 — 2007
BSBA, Business Administration
Massasoit Community College 1990 — 1993
BS, Management
Wells Fargo Advisors June 2005 - Present
Bear Stearns April 2004 - June 2005
RBC Dain Rauscher March 2002 - April 2004
Tucker Anthony July 1998 - March 2002
Paine Webber May 1995 - July 1998
Education
Northeastern University 2004 — 2007
BSBA, Business Administration
Massasoit Community College 1990 — 1993
BS, Management
Lou Caracappa's Paine Webber Experience 1990 - 1996
Job VP Compliance Examinations at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking August 2014 - Present
Banc of America Securities March 2004 - December 2013
Bank of America 2000 - 2004
ICAP January 1997 - October 2000
PaineWebber January 1990 - June 1996
Paine Webber 1990 - 1996
Dean Witter 1985 - 1990
Skills
Capital Markets, Financial Risk, Internal Audit, Leadership, Securities, Banking, AML, Financial Services, Auditing, Operational Risk, Risk Management, Operational Risk..., Fixed Income, Anti Money Laundering, Equities
Education
New York University - Leonard N. Stern School of Business 1983 — 1988
MBA, Finance
New York University 1978 — 1982
Accounting
Archbishop Molloy
RBS Markets and International Banking August 2014 - Present
Banc of America Securities March 2004 - December 2013
Bank of America 2000 - 2004
ICAP January 1997 - October 2000
PaineWebber January 1990 - June 1996
Paine Webber 1990 - 1996
Dean Witter 1985 - 1990
Skills
Capital Markets, Financial Risk, Internal Audit, Leadership, Securities, Banking, AML, Financial Services, Auditing, Operational Risk, Risk Management, Operational Risk..., Fixed Income, Anti Money Laundering, Equities
Education
New York University - Leonard N. Stern School of Business 1983 — 1988
MBA, Finance
New York University 1978 — 1982
Accounting
Archbishop Molloy
Tabi Freedman's Paine Webber Experience 1991 - 1995
Job Business and Technology Services; Telemark Skiing
Industry Information Technology and Services
Experience
USTSA - United States Telemark Ski Association 2013 - Present
The Hermitage Club at Haystack Mountain December 2012 - Present
Taijiya Systems January 2000 - Present
The Guardian Life Insurance Company of America 2001 - August 2012
Mount Snow 1977 - 2008
Paine Webber 1991 - 1995
Skills
Adobe Creative Suite, Adobe Acrobat, Adobe LiveCycle Designer, Microsoft Office, InDesign, Forms, SharePoint, FileNet, Document Management, Content Management, Workflow, Website Development, Business Analysis, Systems Analysis, Technical Writing, Document Imaging, Docmentation, Training, Desktop Publishing, Creative Solutions, Information Technology, Graphic Design, Web Design, Web Development, Web Content, User Interface Design, Image Capture, Document Capture, Kofax, Digital Archiving, Alpine Ski Instructor, Telemark Ski Instructor, SDLC, Visio, Windows, Database Design, Databases, JavaScript, Financial Services, Insurance, Networking, Lotus Notes, HTML 5, Agile Project Management, Small Business, Management, Testing, jQuery, Microsoft SQL Server, Requirements Gathering
Education
Mount Holyoke College
USTSA - United States Telemark Ski Association 2013 - Present
The Hermitage Club at Haystack Mountain December 2012 - Present
Taijiya Systems January 2000 - Present
The Guardian Life Insurance Company of America 2001 - August 2012
Mount Snow 1977 - 2008
Paine Webber 1991 - 1995
Skills
Adobe Creative Suite, Adobe Acrobat, Adobe LiveCycle Designer, Microsoft Office, InDesign, Forms, SharePoint, FileNet, Document Management, Content Management, Workflow, Website Development, Business Analysis, Systems Analysis, Technical Writing, Document Imaging, Docmentation, Training, Desktop Publishing, Creative Solutions, Information Technology, Graphic Design, Web Design, Web Development, Web Content, User Interface Design, Image Capture, Document Capture, Kofax, Digital Archiving, Alpine Ski Instructor, Telemark Ski Instructor, SDLC, Visio, Windows, Database Design, Databases, JavaScript, Financial Services, Insurance, Networking, Lotus Notes, HTML 5, Agile Project Management, Small Business, Management, Testing, jQuery, Microsoft SQL Server, Requirements Gathering
Education
Mount Holyoke College
Shuman Roy's Paine Webber Experience 1997 - 2000
Job Franchise Owner, Musician, Music Education
Industry Music
Experience
School of Rock - Orangeburg January 2012 - Present
Citi Private Bank August 2009 - February 2013
Citigroup August 2006 - August 2009
UBS Financial Services 1998 - 2007
Paine Webber 1997 - 2000
Skills
Wealth Management, New Business Development, Private Banking, Marketing Strategy, Product Management, Product Development, Risk Management, Business Analysis, Business Strategy, Process Improvement, Leadership, Management, Business Development, Program Management, Strategy, Team Leadership, Financial Services, Vendor Management, Business Process..., SDLC, CRM, Business Intelligence
Education
New York University 1998 — 2001
MBA, Accounting and Finance
School of Rock - Orangeburg January 2012 - Present
Citi Private Bank August 2009 - February 2013
Citigroup August 2006 - August 2009
UBS Financial Services 1998 - 2007
Paine Webber 1997 - 2000
Skills
Wealth Management, New Business Development, Private Banking, Marketing Strategy, Product Management, Product Development, Risk Management, Business Analysis, Business Strategy, Process Improvement, Leadership, Management, Business Development, Program Management, Strategy, Team Leadership, Financial Services, Vendor Management, Business Process..., SDLC, CRM, Business Intelligence
Education
New York University 1998 — 2001
MBA, Accounting and Finance
Gina M. Gray's Paine Webber Experience March 1996 - December 1999
Job Vice President Project Management J.P. Morgan Chase & Co
Industry Financial Services
Experience
J.P. Morgan Chase August 2013 - Present
GG Cakes January 2010 - Present
UBS Wealth Management June 2011 - April 2012
UBS Wealth Management December 2009 - June 2011
UBS November 2006 - December 2009
UBS Wealth Management November 2005 - November 2006
UBS Wealth Management July 2002 - November 2005
UBS Wealth Management December 1999 - July 2002
Paine Webber March 1996 - December 1999
Skills
Proficient with..., Community Involvement /..., All Bar None Women's..., Hillside Food Outreach..., Financial Services, Wealth Management, Relationship Management, Project Management, Human Resources, Budgets, Event Planning, Access, Coaching, Customer Service, Employee Benefits, Fundraising
Education
Mercy College
Business Administration and Management, General
Western Connecticut State University
Business Management & Accounting
J.P. Morgan Chase August 2013 - Present
GG Cakes January 2010 - Present
UBS Wealth Management June 2011 - April 2012
UBS Wealth Management December 2009 - June 2011
UBS November 2006 - December 2009
UBS Wealth Management November 2005 - November 2006
UBS Wealth Management July 2002 - November 2005
UBS Wealth Management December 1999 - July 2002
Paine Webber March 1996 - December 1999
Skills
Proficient with..., Community Involvement /..., All Bar None Women's..., Hillside Food Outreach..., Financial Services, Wealth Management, Relationship Management, Project Management, Human Resources, Budgets, Event Planning, Access, Coaching, Customer Service, Employee Benefits, Fundraising
Education
Mercy College
Business Administration and Management, General
Western Connecticut State University
Business Management & Accounting
Rehana Salim's Paine Webber Experience March 1997 - April 2000
Job Account Payable Coordinator at Active Health Mgmt
Industry Information Technology and Services
Experience
Active Health Mgmt Accounts Payable CoordinatorActiveHealth Management2004 - Present
The Liberty Science Center April 2001 - May 2003
Paine Webber March 1997 - April 2000
Education
New Jersey City University 2007 — 2011
MSA, Accounting
Active Health Mgmt Accounts Payable CoordinatorActiveHealth Management2004 - Present
The Liberty Science Center April 2001 - May 2003
Paine Webber March 1997 - April 2000
Education
New Jersey City University 2007 — 2011
MSA, Accounting
Jeanne Gade's Paine Webber Experience October 1999 - August 2001
Job Director of Human Resources at Mystic Seaport
Industry Human Resources
Experience
Mystic Seaport January 2013 - Present
The Active Network June 2010 - January 2013
Deloitte August 2008 - June 2010
Willis November 2003 - May 2008
American Red Cross 2002 - 2002
UBS June 2001 - August 2001
Paine Webber October 1999 - August 2001
Pennie & Edmonds LLP 1992 - 1999
Skills
Recruitment/Retention, Benefits, Employee Relations, Onboarding, Talent Acquisition, Performance Management, Talent Management, Benefits Administration, Applicant Tracking..., Succession Planning, HRIS, Human Resources, Deferred Compensation, Workforce Planning, Employee Engagement, Recruiting, HR Consulting, HR Policies, Personnel Management, Technical Recruiting, Organizational..., College Recruiting, Sourcing, Employee Benefits
Education
Manhattan College 1990 — 1992
BA, International Relations
Mystic Seaport January 2013 - Present
The Active Network June 2010 - January 2013
Deloitte August 2008 - June 2010
Willis November 2003 - May 2008
American Red Cross 2002 - 2002
UBS June 2001 - August 2001
Paine Webber October 1999 - August 2001
Pennie & Edmonds LLP 1992 - 1999
Skills
Recruitment/Retention, Benefits, Employee Relations, Onboarding, Talent Acquisition, Performance Management, Talent Management, Benefits Administration, Applicant Tracking..., Succession Planning, HRIS, Human Resources, Deferred Compensation, Workforce Planning, Employee Engagement, Recruiting, HR Consulting, HR Policies, Personnel Management, Technical Recruiting, Organizational..., College Recruiting, Sourcing, Employee Benefits
Education
Manhattan College 1990 — 1992
BA, International Relations
Shea Murphy's Paine Webber Experience September 1994 - December 1994
Job Valic Financial Advisor
Industry Financial Services
Experience
VALIC January 2011 - Present
Spire Credit Union August 2010 - January 2011
CU Companies/Financial Network Investment Corp May 2005 - March 2010
Vermillion Bank /PrimeVest Financial Services May 2002 - May 2005
RJ Steichen and Company/MJSK January 1995 - May 2002
Paine Webber September 1994 - December 1994
Skills
Series 7, Investments, Financial Planning, Insurance, Customer Relations, Group Retirement Plans
Education
Marquette University 1989 — 1993
Bachelor of Science, Finance; English
St. Thomas Academy 1986 — 1989
VALIC January 2011 - Present
Spire Credit Union August 2010 - January 2011
CU Companies/Financial Network Investment Corp May 2005 - March 2010
Vermillion Bank /PrimeVest Financial Services May 2002 - May 2005
RJ Steichen and Company/MJSK January 1995 - May 2002
Paine Webber September 1994 - December 1994
Skills
Series 7, Investments, Financial Planning, Insurance, Customer Relations, Group Retirement Plans
Education
Marquette University 1989 — 1993
Bachelor of Science, Finance; English
St. Thomas Academy 1986 — 1989
Colleen Bucher- McCarty's Paine Webber Experience July 1993 - June 1995
Job CashBack Incentive Manager at Abbey Carpet Co.,Inc.
Industry Accounting
Experience
Abbey Carpet Co.,Inc. July 1996 - Present
American Properties Realty (formerly Prodevco Management Group) June 1995 - May 1996
Paine Webber July 1993 - June 1995
Skills
Financial Reporting, Financial Accounting, Tax, Internal Controls, General Ledger, QuickBooks, Financial Analysis, GAAP, Management, Budgets, Customer Service, Sales
Education
Monmouth University 1988 — 1992
Bachelor of Science, Accounting
Kinnelon High School 1984 — 1988
Abbey Carpet Co.,Inc. July 1996 - Present
American Properties Realty (formerly Prodevco Management Group) June 1995 - May 1996
Paine Webber July 1993 - June 1995
Skills
Financial Reporting, Financial Accounting, Tax, Internal Controls, General Ledger, QuickBooks, Financial Analysis, GAAP, Management, Budgets, Customer Service, Sales
Education
Monmouth University 1988 — 1992
Bachelor of Science, Accounting
Kinnelon High School 1984 — 1988
Andrew Kashella's Paine Webber Experience 1990 - 1991
Job President at The Lending Team, LLC
Industry Financial Services
Experience
The Lending Team, LLC 2006 - Present
The Lending Team 2006 - Present
Oak Street Mortgage 2004 - 2006
Oakstreet Mortgage 2004 - 2006
HSBC / Household Finance April 2000 - June 2004
Bank One Consumer Finance 1994 - 2000
Banc One Financial Services 1994 - 2000
Northwestern Mutual 1992 - 1993
Paine Webber 1990 - 1991
Skills
Loans, Loan Origination, Mortgage Lending, Mortgage Banking, Credit, Residential Mortgages, Real Estate, Investment Properties, Underwriting, Investments, Banking, Asset Managment, Refinance, Selling, Sales Management, Sales, Finance, Insurance, Real Estate Transactions
Education
Loyola College in Maryland 1988 — 1992
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
The Lending Team, LLC 2006 - Present
The Lending Team 2006 - Present
Oak Street Mortgage 2004 - 2006
Oakstreet Mortgage 2004 - 2006
HSBC / Household Finance April 2000 - June 2004
Bank One Consumer Finance 1994 - 2000
Banc One Financial Services 1994 - 2000
Northwestern Mutual 1992 - 1993
Paine Webber 1990 - 1991
Skills
Loans, Loan Origination, Mortgage Lending, Mortgage Banking, Credit, Residential Mortgages, Real Estate, Investment Properties, Underwriting, Investments, Banking, Asset Managment, Refinance, Selling, Sales Management, Sales, Finance, Insurance, Real Estate Transactions
Education
Loyola College in Maryland 1988 — 1992
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
David Elwood, CFP®, CRPC®'s Paine Webber Experience May 1995 - May 1998
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2009 - Present
Smith Barney May 1998 - April 2009
Paine Webber May 1995 - May 1998
Skills
Wealth Management, Retirement Planning, Investments, Financial Advisory, Retirement Income..., Asset Management, Portfolio Management, Liability Management, Estate Investment..., Insurance, Variable Annuities, 401k Rollovers, Lending Solutions, Lifestyle Planning, Asset Managment, Financial Services, Retirement, Mutual Funds, Wealth, Financial Planners, Employee Benefits, Fixed Annuities, Asset Allocation, Series 7, Finance
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science
Kaplan University 2006 — 2007
Financial Planning Certificate, Financial Planning Certificate
Wells Fargo Advisors, LLC April 2009 - Present
Smith Barney May 1998 - April 2009
Paine Webber May 1995 - May 1998
Skills
Wealth Management, Retirement Planning, Investments, Financial Advisory, Retirement Income..., Asset Management, Portfolio Management, Liability Management, Estate Investment..., Insurance, Variable Annuities, 401k Rollovers, Lending Solutions, Lifestyle Planning, Asset Managment, Financial Services, Retirement, Mutual Funds, Wealth, Financial Planners, Employee Benefits, Fixed Annuities, Asset Allocation, Series 7, Finance
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Science
Kaplan University 2006 — 2007
Financial Planning Certificate, Financial Planning Certificate
Aaron Kupfer's Paine Webber Experience 1985 - 1996
Job Sr. Project Manager from NTT DATA at Wells Fargo
Industry Financial Services
Experience
NTT DATA Inc. 2011 - Present
NTT DATA Inc. June 2003 - October 2011
NTT DATA, Inc 1999 - 2003
Davidsohn Group 1996 - 1999
Paine Webber 1985 - 1996
Skills
Capital Markets, Securities, Global Management, Program Management, Outsourcing, STP Solutions, Requirements Analysis, Business Process, Reference Data, Fixed Income, Financial Services, Software Development, Derivatives, Management, Databases, Integration, Requirements Gathering, Equities
Education
City College of the City University of New York
Bachellor of Science, Mathematics
Polytechnic University
Master of Science, Operations Research
NTT DATA Inc. 2011 - Present
NTT DATA Inc. June 2003 - October 2011
NTT DATA, Inc 1999 - 2003
Davidsohn Group 1996 - 1999
Paine Webber 1985 - 1996
Skills
Capital Markets, Securities, Global Management, Program Management, Outsourcing, STP Solutions, Requirements Analysis, Business Process, Reference Data, Fixed Income, Financial Services, Software Development, Derivatives, Management, Databases, Integration, Requirements Gathering, Equities
Education
City College of the City University of New York
Bachellor of Science, Mathematics
Polytechnic University
Master of Science, Operations Research
Andrew Humphrey's Paine Webber Experience May 1997 - November 2000
Job Former Director at Barclays
Industry Financial Services
Experience
Barclays July 2012 - September 2014
Credit Suisse May 2004 - July 2012
HSBC Global Banking and Markets November 2000 - May 2004
Paine Webber May 1997 - November 2000
Aubrey G. Lanston & Co., Inc February 1989 - May 1997
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities, Global Macro, Foreign Exchange, Portfolio Management, Investments, Asset Management, Bonds, Bloomberg, Alternative Investments, Financial Markets, Options, Interest Rate Hedging, Investment Banking, Currency Futures, Financial Futures, Trading, Managed Futures, Interest Rate..., Futures Trading, Securities, Electronic Trading, Interest Rates, Series 7, Trading Systems
Education
Lake Forest College 1980 — 1984
Bachelor of Arts (BA), Economics
The Pingry School 1977 — 1980
Barclays July 2012 - September 2014
Credit Suisse May 2004 - July 2012
HSBC Global Banking and Markets November 2000 - May 2004
Paine Webber May 1997 - November 2000
Aubrey G. Lanston & Co., Inc February 1989 - May 1997
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities, Global Macro, Foreign Exchange, Portfolio Management, Investments, Asset Management, Bonds, Bloomberg, Alternative Investments, Financial Markets, Options, Interest Rate Hedging, Investment Banking, Currency Futures, Financial Futures, Trading, Managed Futures, Interest Rate..., Futures Trading, Securities, Electronic Trading, Interest Rates, Series 7, Trading Systems
Education
Lake Forest College 1980 — 1984
Bachelor of Arts (BA), Economics
The Pingry School 1977 — 1980
Chris Hemschot's Paine Webber Experience 1993 - 1998
Job Executive Director at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley August 2010 - Present
NRG May 2006 - July 2010
TXU June 2002 - April 2006
Mirant September 1998 - May 2002
Paine Webber 1993 - 1998
Skills
Trading, Options, Commodity Markets, Commodity, Energy, Portfolio Management, Bonds, Derivatives, Energy Markets, Equities, Financial Modeling, Hedge Funds, Hedging, Risk Management, Renewable Energy, Natural Gas, Valuation, Structured Products
Education
Lehigh University 1989 — 1993
Bergen Catholic 1985 — 1989
Morgan Stanley August 2010 - Present
NRG May 2006 - July 2010
TXU June 2002 - April 2006
Mirant September 1998 - May 2002
Paine Webber 1993 - 1998
Skills
Trading, Options, Commodity Markets, Commodity, Energy, Portfolio Management, Bonds, Derivatives, Energy Markets, Equities, Financial Modeling, Hedge Funds, Hedging, Risk Management, Renewable Energy, Natural Gas, Valuation, Structured Products
Education
Lehigh University 1989 — 1993
Bergen Catholic 1985 — 1989
Khalid Zuhair's Paine Webber Experience May 1998 - August 1998
Job Technical Project Manager at Apple Inc.
Industry Telecommunications
Experience
Apple Inc. October 2010 - Present
TELUS Communications March 2005 - October 2010
AT&T September 1999 - February 2005
MCI 2005 - 2005
Paine Webber May 1998 - August 1998
Skills
Telecommunications, Call Center, CTI, Product Management, Avaya, Project Management, Genesys, Business Development, Leadership, Management, Vendor Relationships, IVR, Vendor Management, Software Project..., PMP, Genesys Outbound...
Education
University at Albany, SUNY 1997 — 1999
MBA, Information Systems and Finance
North Carolina State University 1992 — 1994
BS, Textile Chemistry
Habib Public School 1958 — 1991
High School, GCE A-Levels
Apple Inc. October 2010 - Present
TELUS Communications March 2005 - October 2010
AT&T September 1999 - February 2005
MCI 2005 - 2005
Paine Webber May 1998 - August 1998
Skills
Telecommunications, Call Center, CTI, Product Management, Avaya, Project Management, Genesys, Business Development, Leadership, Management, Vendor Relationships, IVR, Vendor Management, Software Project..., PMP, Genesys Outbound...
Education
University at Albany, SUNY 1997 — 1999
MBA, Information Systems and Finance
North Carolina State University 1992 — 1994
BS, Textile Chemistry
Habib Public School 1958 — 1991
High School, GCE A-Levels
Lori Pollack's Paine Webber Experience 1992 - 2000
Job President/Founder at Partnership for Financial Education
Industry Nonprofit Organization Management
Experience
Debt.com May 2014 - Present
Partnership for Financial Education 2012 - Present
Association of Credit Counseling Professionals September 2010 - Present
Institute for Finanacial Literacy January 2006 - September 2010
Paine Webber 1992 - 2000
Skills
New Business Development, Non-profits, Public Speaking, Fundraising, Nonprofits, Entrepreneurship, Public Relations, Team Building, Strategic Planning, Start-ups, Marketing Strategy, Business Planning, Leadership Development, Social Media, Marketing, Leadership, Coaching, Community Outreach, Customer Service, Event Planning, Negotiation, Media Relations, Training, Financial Education, Team Leadership
Education
LIU Post 1976 — 1980
Debt.com May 2014 - Present
Partnership for Financial Education 2012 - Present
Association of Credit Counseling Professionals September 2010 - Present
Institute for Finanacial Literacy January 2006 - September 2010
Paine Webber 1992 - 2000
Skills
New Business Development, Non-profits, Public Speaking, Fundraising, Nonprofits, Entrepreneurship, Public Relations, Team Building, Strategic Planning, Start-ups, Marketing Strategy, Business Planning, Leadership Development, Social Media, Marketing, Leadership, Coaching, Community Outreach, Customer Service, Event Planning, Negotiation, Media Relations, Training, Financial Education, Team Leadership
Education
LIU Post 1976 — 1980
Norm Stewart, FRM, CAIA's Paine Webber Experience 1987 - 1996
Job Director at Moody's
Industry Financial Services
Experience
Moody's Analytics 2003 - Present
VistaSource Inc. 2001 - 2002
Bridge Information Systems 1998 - 2001
Dow Jones Telerate 1996 - 1998
Paine Webber 1987 - 1996
Skills
Fixed Income, Credit Risk, Capital Markets, Portfolio Management, Trading, Bloomberg, Bonds, Financial Markets, Credit, Equities, Financial Modeling, Financial Risk, Market Risk, Analytics, Structured Finance, Derivatives, Structured Products, Quantitative Finance, Credit Derivatives, Basel II, Valuation, Hedge Funds, FX Options, Investment Banking, Options, Emerging Markets, Trading Systems, Alternative Investments, Equity Derivatives, Interest Rate..., Quantitative Analytics, Securitization
Education
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Finance
Polytechnic University
MS, BS, Electrical Engineer
Moody's Analytics 2003 - Present
VistaSource Inc. 2001 - 2002
Bridge Information Systems 1998 - 2001
Dow Jones Telerate 1996 - 1998
Paine Webber 1987 - 1996
Skills
Fixed Income, Credit Risk, Capital Markets, Portfolio Management, Trading, Bloomberg, Bonds, Financial Markets, Credit, Equities, Financial Modeling, Financial Risk, Market Risk, Analytics, Structured Finance, Derivatives, Structured Products, Quantitative Finance, Credit Derivatives, Basel II, Valuation, Hedge Funds, FX Options, Investment Banking, Options, Emerging Markets, Trading Systems, Alternative Investments, Equity Derivatives, Interest Rate..., Quantitative Analytics, Securitization
Education
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Finance
Polytechnic University
MS, BS, Electrical Engineer
Daryl Williams's Paine Webber Experience 1990 - 1998
Job Senior Pastor at St. Paul United Methodist Church
Industry Religious Institutions
Experience
St. Paul United Methodist Church July 2014 - Present
New Hope Fellowship Cooperative Parish 2009 - June 2014
United Methodist Foundaton of Baltimore-Washignton 2007 - 2009
United Methodist Foundation of Baltimore-Washington 2005 - 2007
University of Missouri 2003 - 2005
Paine Webber 1990 - 1998
Skills
Religion, Preaching, Pastoral Care, Theology, Biblical Studies, Volunteer Management, Community Outreach, Non-profits, Public Speaking, Community Organizing, Pastoral Counseling, Leadership Development, Liturgy, Teaching, Church Growth, Spiritual Direction, Discipleship, Religious Studies, Fundraising, Program Development, Investments, Writing, Speech Writing, Personal Finance, Grant Writing
Education
Yale University 1998 — 2001
Master of Divinity (MDiv), Divinity
Morehouse College 1992 — 1996
Bachelor of Arts (BA), Philosophy and Religion
St. Paul United Methodist Church July 2014 - Present
New Hope Fellowship Cooperative Parish 2009 - June 2014
United Methodist Foundaton of Baltimore-Washignton 2007 - 2009
United Methodist Foundation of Baltimore-Washington 2005 - 2007
University of Missouri 2003 - 2005
Paine Webber 1990 - 1998
Skills
Religion, Preaching, Pastoral Care, Theology, Biblical Studies, Volunteer Management, Community Outreach, Non-profits, Public Speaking, Community Organizing, Pastoral Counseling, Leadership Development, Liturgy, Teaching, Church Growth, Spiritual Direction, Discipleship, Religious Studies, Fundraising, Program Development, Investments, Writing, Speech Writing, Personal Finance, Grant Writing
Education
Yale University 1998 — 2001
Master of Divinity (MDiv), Divinity
Morehouse College 1992 — 1996
Bachelor of Arts (BA), Philosophy and Religion
Sharmista Das's Paine Webber Experience December 1997 - August 1998
Job Business Intelligence Analyst/Developer
Industry Information Technology and Services
Experience
Amica Mutual Insurance July 2013 - Present
Amica Mutual Insurance 2015 - 2015
Liberty Mutual 2015 - 2015
Liberty Mutual 2015 - 2015
Meditech October 2012 - July 2013
Bindview Development Corporation September 1998 - February 1999
Paine Webber December 1997 - August 1998
Moody's Investor Services October 1994 - December 1997
G. Vanderweil Engineers July 1992 - May 1993
Skills
Sybase, JavaScript, Databases, Social Media, SQL, Research, Data Mining, Analytics, Visual C++, Data Analysis, Business Intelligence
Education
New York University
Masters, Computer Science
Amica Mutual Insurance July 2013 - Present
Amica Mutual Insurance 2015 - 2015
Liberty Mutual 2015 - 2015
Liberty Mutual 2015 - 2015
Meditech October 2012 - July 2013
Bindview Development Corporation September 1998 - February 1999
Paine Webber December 1997 - August 1998
Moody's Investor Services October 1994 - December 1997
G. Vanderweil Engineers July 1992 - May 1993
Skills
Sybase, JavaScript, Databases, Social Media, SQL, Research, Data Mining, Analytics, Visual C++, Data Analysis, Business Intelligence
Education
New York University
Masters, Computer Science
Bill Utes's Paine Webber Experience 1978 - 1980
Job Retirement Income Professional at Utes Wealth Strategies
Industry Financial Services
Experience
Utes Wealth Strategies May 1996 - Present
Gilford Securities 1980 - 1996
Paine Webber 1978 - 1980
Skills
401k, Wealth Management, Investments, Insurance, Investment Advisory, Retirement Planning, IRAs, Financial Planning, Annuities, IRA's, Retirement Income..., Long Term Care, Financial Advisory
Education
Lewis University
BS, Psychology
Utes Wealth Strategies May 1996 - Present
Gilford Securities 1980 - 1996
Paine Webber 1978 - 1980
Skills
401k, Wealth Management, Investments, Insurance, Investment Advisory, Retirement Planning, IRAs, Financial Planning, Annuities, IRA's, Retirement Income..., Long Term Care, Financial Advisory
Education
Lewis University
BS, Psychology
William Caulfield's Paine Webber Experience 1997 - 1998
Job Vice President, Asset Management, Arbor Realty Trust
Industry Real Estate
Experience
Arbor Realty Trust July 2015 - Present
Coldwell Banker Commercial Island Corporate Services January 2014 - June 2015
Hanover Real Estate Partners March 2007 - January 2014
Glenmont Capital 2005 - 2007
Rockwood Real Estate Advisors 2004 - 2005
Coast to Coast Realty 2001 - 2004
Brownfields Redevelopment - Various 1998 - 2001
Paine Webber 1997 - 1998
Lehman Brothers 1986 - 1997
Skills
Real Estate, Asset Management, Real Estate Economics, Disposition, Valuation, Investments, Due Diligence, Real Estate Development, Real Estate Transactions, Property Management, Leases, Investment Properties, Corporate Real Estate, Real Estate Financing, Portfolio Management, Commercial Real Estate, Brokerage, Financial Modeling, Acquisitions, Location Intelligence, Private Equity, Financial Analysis
Education
Long Island University, C.W. Post Campus
Master of Business Administration (MBA), Finance
St. John's University
Bachelor of Science (BS), Finance
Arbor Realty Trust July 2015 - Present
Coldwell Banker Commercial Island Corporate Services January 2014 - June 2015
Hanover Real Estate Partners March 2007 - January 2014
Glenmont Capital 2005 - 2007
Rockwood Real Estate Advisors 2004 - 2005
Coast to Coast Realty 2001 - 2004
Brownfields Redevelopment - Various 1998 - 2001
Paine Webber 1997 - 1998
Lehman Brothers 1986 - 1997
Skills
Real Estate, Asset Management, Real Estate Economics, Disposition, Valuation, Investments, Due Diligence, Real Estate Development, Real Estate Transactions, Property Management, Leases, Investment Properties, Corporate Real Estate, Real Estate Financing, Portfolio Management, Commercial Real Estate, Brokerage, Financial Modeling, Acquisitions, Location Intelligence, Private Equity, Financial Analysis
Education
Long Island University, C.W. Post Campus
Master of Business Administration (MBA), Finance
St. John's University
Bachelor of Science (BS), Finance
alec walsh's Paine Webber Experience October 1987 - May 1994
Job Portfolio Manager at Harding Loevner LLC
Industry Investment Management
Experience
Harding Loevner LLC May 1994 - Present
Paine Webber October 1987 - May 1994
Merrill Lynch January 1982 - September 1987
Education
McGill University 1975 — 1978
BA, North American Studies
Harding Loevner LLC May 1994 - Present
Paine Webber October 1987 - May 1994
Merrill Lynch January 1982 - September 1987
Education
McGill University 1975 — 1978
BA, North American Studies
Nitin Trivedi's Paine Webber Experience March 1995 - November 1995
Job Unix Consultant
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
Verizon 2012 - 2014
PR Newswire 2009 - 2012
UBS 2003 - 2009
Prudential Financial January 2001 - January 2003
Exxon October 1999 - December 2000
Deutsche Bank June 1997 - July 1999
New York Life November 1995 - June 1997
Paine Webber March 1995 - November 1995
Novell March 1993 - March 1995
Skills
Solaris, Unix, Disaster Recovery, Red Hat Linux, High Availability, Apache, Cloud Computing, Servers, Cluster, SAN, Data Center, VMware, Virtualization, Perl, VMware ESX, Enterprise Architecture, Unix Shell Scripting, DNS, Storage Area Networks, System Administration, Shell Scripting
Education
New Jersey Institute of Technology 1984 — 1988
MS, Computer Science
J.P. Morgan 2014 - Present
Verizon 2012 - 2014
PR Newswire 2009 - 2012
UBS 2003 - 2009
Prudential Financial January 2001 - January 2003
Exxon October 1999 - December 2000
Deutsche Bank June 1997 - July 1999
New York Life November 1995 - June 1997
Paine Webber March 1995 - November 1995
Novell March 1993 - March 1995
Skills
Solaris, Unix, Disaster Recovery, Red Hat Linux, High Availability, Apache, Cloud Computing, Servers, Cluster, SAN, Data Center, VMware, Virtualization, Perl, VMware ESX, Enterprise Architecture, Unix Shell Scripting, DNS, Storage Area Networks, System Administration, Shell Scripting
Education
New Jersey Institute of Technology 1984 — 1988
MS, Computer Science
James Wenta's Paine Webber Experience June 1998 - January 2001
Job Project Manager at AIG
Industry Information Technology and Services
Experience
AIG September 2014 - Present
Barclays Capital January 2014 - January 2014
Booz & Company January 2009 - December 2009
UBS Investment Bank January 2001 - November 2008
Paine Webber June 1998 - January 2001
AIG January 1993 - December 1994
Skills
Investment Banking, Equities, SDLC, IT Strategy, Risk Management, Sybase, Vendor Management, Financial Services, Fixed Income, Electronic Trading, Program Management, Project Management, Derivatives
Education
Montclair State University 1981 — 1983
Computer Science
AIG September 2014 - Present
Barclays Capital January 2014 - January 2014
Booz & Company January 2009 - December 2009
UBS Investment Bank January 2001 - November 2008
Paine Webber June 1998 - January 2001
AIG January 1993 - December 1994
Skills
Investment Banking, Equities, SDLC, IT Strategy, Risk Management, Sybase, Vendor Management, Financial Services, Fixed Income, Electronic Trading, Program Management, Project Management, Derivatives
Education
Montclair State University 1981 — 1983
Computer Science
Jane Middleton's Paine Webber Experience September 1983 - December 1987
Job Business Development, The Millburn Corporation, (Alternative Investments)
Industry Financial Services
Experience
The Millburn Corporation 2010 - Present
CMIS January 1988 - January 2008
Paine Webber September 1983 - December 1987
Merrill Lynch June 1981 - September 1983
Continental Grain Company July 1980 - April 1981
Education
Kansas State University 1976 — 1980
Bachelor of Science, Feed Science
The Millburn Corporation 2010 - Present
CMIS January 1988 - January 2008
Paine Webber September 1983 - December 1987
Merrill Lynch June 1981 - September 1983
Continental Grain Company July 1980 - April 1981
Education
Kansas State University 1976 — 1980
Bachelor of Science, Feed Science
Nancy Lee Tanzil's Paine Webber Experience 1991 - 1994
Job Director, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2000 - Present
Primedia 1997 - July 2000
Westpac September 1995 - June 1997
Bank of America 1994 - 1995
Paine Webber 1991 - 1994
JP Morgan 1988 - 1991
KPMG Peat Marwick 1985 - 1988
Kalb Voorhis & Co 1980 - 1985
Skills
Financial Analysis, Cash Management, Financial Reporting, Capital Markets, Financial Audits, Regulatory reporting, IFRS, US GAAP, Financial Statements, Internal Controls, Accounting, Financial Accounting, Consolidation, Finance, Investment Banking, Banking, Financial Modeling, Asset Management, Corporate Finance, External Audit, Derivatives, Product Control, Managerial Finance, Due Diligence
Education
New York University 1981 — 1985
Bachelor's of Science, Accounting/Management
Deutsche Bank 2000 - Present
Primedia 1997 - July 2000
Westpac September 1995 - June 1997
Bank of America 1994 - 1995
Paine Webber 1991 - 1994
JP Morgan 1988 - 1991
KPMG Peat Marwick 1985 - 1988
Kalb Voorhis & Co 1980 - 1985
Skills
Financial Analysis, Cash Management, Financial Reporting, Capital Markets, Financial Audits, Regulatory reporting, IFRS, US GAAP, Financial Statements, Internal Controls, Accounting, Financial Accounting, Consolidation, Finance, Investment Banking, Banking, Financial Modeling, Asset Management, Corporate Finance, External Audit, Derivatives, Product Control, Managerial Finance, Due Diligence
Education
New York University 1981 — 1985
Bachelor's of Science, Accounting/Management
Peter Welgoss's Paine Webber Experience October 2000 - April 2001
Job Competitive IntelligenceAsset Management
Industry Financial Services
Experience
Bank of America March 2015 - Present
Freelance December 2013 - Present
TIAA-CREF August 2012 - December 2013
FRC, LLC June 2010 - September 2011
Financial Research Corporation February 2007 - June 2010
Sun Life Financial March 2001 - September 2006
Paine Webber October 2000 - April 2001
THOMSON AND THOMSON October 1999 - October 2000
Commonwealth of Massachusettes May 1998 - October 1998
Commonwealth of Massachusettes May 1997 - August 1997
Skills
Analysis, Research, Marketing, Sales, Customer Service, Database Administration, Press Releases, Benefits Administration, Contract Management, Product Management, Investments, Relationship Management, Product Development, Product Marketing, Market Research, Strategic Planning, Thought Leadership, Competitive Analysis, Mutual Funds, Data Analysis, Project Management, ETFs, Financial Services, Securities, Competitive Intelligence, Business Development, Vendor Management, Asset Management, Investment Management, Strategy, Management, Finance, Financial Markets, Fixed Annuities
Education
Marietta College 1994 — 1998
BA, History
Bank of America March 2015 - Present
Freelance December 2013 - Present
TIAA-CREF August 2012 - December 2013
FRC, LLC June 2010 - September 2011
Financial Research Corporation February 2007 - June 2010
Sun Life Financial March 2001 - September 2006
Paine Webber October 2000 - April 2001
THOMSON AND THOMSON October 1999 - October 2000
Commonwealth of Massachusettes May 1998 - October 1998
Commonwealth of Massachusettes May 1997 - August 1997
Skills
Analysis, Research, Marketing, Sales, Customer Service, Database Administration, Press Releases, Benefits Administration, Contract Management, Product Management, Investments, Relationship Management, Product Development, Product Marketing, Market Research, Strategic Planning, Thought Leadership, Competitive Analysis, Mutual Funds, Data Analysis, Project Management, ETFs, Financial Services, Securities, Competitive Intelligence, Business Development, Vendor Management, Asset Management, Investment Management, Strategy, Management, Finance, Financial Markets, Fixed Annuities
Education
Marietta College 1994 — 1998
BA, History
Alison Guardino's Paine Webber Experience January 1993 - October 1994
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays May 2013 - Present
Kiwanis Club of New York City Young Professionals November 2001 - Present
Morgan Stanley December 2007 - April 2013
Morgan Stanley October 2000 - April 2013
CIBC World Markets Corporation October 1994 - October 2000
Paine Webber January 1993 - October 1994
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Hedge Funds, Options, Trading, Securities, Equity Derivatives, Risk Management, Financial Risk, Financial Services, Bonds, Structured Products, Settlement, Process Improvement, Structured Finance, Management, Leadership, Securitization, Series 7, Prime Brokerage, Middle Office, Capital Markets, Alternative Investments, Series 63, Account Reconciliation
Education
Manhattan College 1988 — 1992
Degree: Bachelor of Science, Finance and Management
Bishop Kearney High School 1984 — 1988
Barclays May 2013 - Present
Kiwanis Club of New York City Young Professionals November 2001 - Present
Morgan Stanley December 2007 - April 2013
Morgan Stanley October 2000 - April 2013
CIBC World Markets Corporation October 1994 - October 2000
Paine Webber January 1993 - October 1994
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Hedge Funds, Options, Trading, Securities, Equity Derivatives, Risk Management, Financial Risk, Financial Services, Bonds, Structured Products, Settlement, Process Improvement, Structured Finance, Management, Leadership, Securitization, Series 7, Prime Brokerage, Middle Office, Capital Markets, Alternative Investments, Series 63, Account Reconciliation
Education
Manhattan College 1988 — 1992
Degree: Bachelor of Science, Finance and Management
Bishop Kearney High School 1984 — 1988
Amil Schiaffino's Paine Webber Experience 1996 - 1998
Job Managing Director at Global Hunter Securities
Industry Financial Services
Experience
Global Hunter Securities 2012 - Present
Cantor Fitzgerald October 2009 - October 2011
BMO Capital Markets 2004 - 2009
Scotia Capital 1998 - 2003
Paine Webber 1996 - 1998
Wertheim Schroder 1988 - 1996
McCarthy Crisanti & Maffei 1986 - 1988
Coopers & Lybrand 1984 - 1986
Stone & Webster 1977 - 1984
Education
New York University 1977 — 1983
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1973 — 1977
BE, Mechanical Engineering
Global Hunter Securities 2012 - Present
Cantor Fitzgerald October 2009 - October 2011
BMO Capital Markets 2004 - 2009
Scotia Capital 1998 - 2003
Paine Webber 1996 - 1998
Wertheim Schroder 1988 - 1996
McCarthy Crisanti & Maffei 1986 - 1988
Coopers & Lybrand 1984 - 1986
Stone & Webster 1977 - 1984
Education
New York University 1977 — 1983
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1973 — 1977
BE, Mechanical Engineering
Ken Bock's Paine Webber Experience 1979 - 1980
Job Managing Partner at Arkeein Analytics, Inc.
Industry Financial Services
Experience
Arkeein Analytics, Inc. and Devonshire DARWIN Advisors LLC 2006 - Present
ProVantage Capital Partners March 2013 - July 2014
Dialysis Corporation of America 2009 - 2010
Munich American Capital Markets 1999 - 2006
Paribas Capital Markets 1996 - 1999
UBS 1996 - 1999
Morgan Stanley 1982 - 1993
Paine Webber 1979 - 1980
Skills
Entrpreneur, Financial Management, Project Coordination, Alternative Investments, Asset Management, Capital Markets, Investment Banking, Business Strategy, Derivatives, Structured Finance, Strategic Planning, Asset Managment, Portfolio Management, Investments, Start-ups, Insurance, Hedging, Venture Capital, Private Equity, Managerial Finance, Financial Risk, Securities, Finance, Business Development, Fixed Income, Risk Management, Restructuring, Financial Services, Investment Strategies, Corporate Finance, Banking, Financial Modeling, Hedge Funds, Emerging Markets, Equities, Financial Structuring, Valuation, Financial Markets, Investment Management, Bonds
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA
New York University 1974 — 1978
BS
Hard Knocks
Arkeein Analytics, Inc. and Devonshire DARWIN Advisors LLC 2006 - Present
ProVantage Capital Partners March 2013 - July 2014
Dialysis Corporation of America 2009 - 2010
Munich American Capital Markets 1999 - 2006
Paribas Capital Markets 1996 - 1999
UBS 1996 - 1999
Morgan Stanley 1982 - 1993
Paine Webber 1979 - 1980
Skills
Entrpreneur, Financial Management, Project Coordination, Alternative Investments, Asset Management, Capital Markets, Investment Banking, Business Strategy, Derivatives, Structured Finance, Strategic Planning, Asset Managment, Portfolio Management, Investments, Start-ups, Insurance, Hedging, Venture Capital, Private Equity, Managerial Finance, Financial Risk, Securities, Finance, Business Development, Fixed Income, Risk Management, Restructuring, Financial Services, Investment Strategies, Corporate Finance, Banking, Financial Modeling, Hedge Funds, Emerging Markets, Equities, Financial Structuring, Valuation, Financial Markets, Investment Management, Bonds
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA
New York University 1974 — 1978
BS
Hard Knocks
Bridge Walker's Paine Webber Experience 1987 - 1994
Job Independent Computer Software Professional
Industry Computer Software
Experience
medco 1997 - 2004
petri 1994 - 1996
paine-webber 1987 - 1994
united photo 1980 - 1985
Education
Montclair State University 1979 — 1985
bs, biology
medco 1997 - 2004
petri 1994 - 1996
paine-webber 1987 - 1994
united photo 1980 - 1985
Education
Montclair State University 1979 — 1985
bs, biology
John Laubenheimer's Paine Webber Experience December 1978 - July 1982
Job none
Industry Computer Software
Experience
SHARE Inc. August 2005 - July 2010
City of New York Dept. Info. Technology August 2001 - May 2010
SHARE Inc. February 1993 - August 2005
Brooklyn Union Gas (KeySpan Energy) October 1993 - May 1999
Brooklyn Union Gas March 1986 - October 1993
Brooklyn Union Gas March 1985 - February 1986
Brooklyn Union Gas August 1982 - February 1985
Paine Webber December 1978 - July 1982
Goddard Institute for Space Studies (NASA) September 1974 - December 1978
Skills
MVS, RACF, z/OS, TSO, Systems Programming, Mainframe, JES2, HSM, Disaster Recovery, Dasd, Assembler, SMS, OS/390, Storage Management, IBM Mainframe, JCL, Performance Tuning, SMP/E, IBM Utilities, Volunteer Management, Data Center, Programming, ISPF, Operating Systems, VSAM, Security, SDSF, CLIST, High Availability, BAL, Systems Management, Enterprise Architecture, Capacity Planning, Systems Analysis, Business Continuity, Storage, System Architecture
Education
Polytechnic Institute of Brooklyn 1970 — 1974
BS, Mathematics
Xaverian High School 1966 — 1970
Holy Name of Jesus 1958 — 1966
SHARE Inc. August 2005 - July 2010
City of New York Dept. Info. Technology August 2001 - May 2010
SHARE Inc. February 1993 - August 2005
Brooklyn Union Gas (KeySpan Energy) October 1993 - May 1999
Brooklyn Union Gas March 1986 - October 1993
Brooklyn Union Gas March 1985 - February 1986
Brooklyn Union Gas August 1982 - February 1985
Paine Webber December 1978 - July 1982
Goddard Institute for Space Studies (NASA) September 1974 - December 1978
Skills
MVS, RACF, z/OS, TSO, Systems Programming, Mainframe, JES2, HSM, Disaster Recovery, Dasd, Assembler, SMS, OS/390, Storage Management, IBM Mainframe, JCL, Performance Tuning, SMP/E, IBM Utilities, Volunteer Management, Data Center, Programming, ISPF, Operating Systems, VSAM, Security, SDSF, CLIST, High Availability, BAL, Systems Management, Enterprise Architecture, Capacity Planning, Systems Analysis, Business Continuity, Storage, System Architecture
Education
Polytechnic Institute of Brooklyn 1970 — 1974
BS, Mathematics
Xaverian High School 1966 — 1970
Holy Name of Jesus 1958 — 1966
Richard Gabbei's Paine Webber Experience July 1995 - May 1997
Job Regional Supervisory Principal at Allstate Financial
Industry Financial Services
Experience
Allstate Financial November 2002 - Present
AXA Advisors July 2000 - November 2002
US Trust Corporation / UST Securities May 1997 - July 2000
Paine Webber July 1995 - May 1997
Olde Discount Corporation March 1993 - July 1995
Education
Michigan State University 1982 — 1988
BA, Liberal Arts, Humanities, Pre-Law
Allstate Financial November 2002 - Present
AXA Advisors July 2000 - November 2002
US Trust Corporation / UST Securities May 1997 - July 2000
Paine Webber July 1995 - May 1997
Olde Discount Corporation March 1993 - July 1995
Education
Michigan State University 1982 — 1988
BA, Liberal Arts, Humanities, Pre-Law
David Doxford's Paine Webber Experience 1995 - 1996
Job Consultant at TD Securities
Industry Banking
Experience
BNP Paribas September 2012 - Present
TD Securities June 2009 - July 2012
Broadridge Financial Solutions January 2001 - April 2009
PerkinElmer January 2000 - December 2000
Elizabeth Arden June 1999 - November 1999
New York Hospital March 1997 - February 1998
Barclays March 1996 - March 1997
Paine Webber 1995 - 1996
Skills
Business Analysis, Fixed Income, SDLC, Capital Markets, Back Office, Equities, Financial Services, Investment Banking, Requirements Analysis, Trading Systems, PMO, Management Consulting, Strategy, Settlement, Analysis, Requirements Gathering
Education
Loughborough University
BNP Paribas September 2012 - Present
TD Securities June 2009 - July 2012
Broadridge Financial Solutions January 2001 - April 2009
PerkinElmer January 2000 - December 2000
Elizabeth Arden June 1999 - November 1999
New York Hospital March 1997 - February 1998
Barclays March 1996 - March 1997
Paine Webber 1995 - 1996
Skills
Business Analysis, Fixed Income, SDLC, Capital Markets, Back Office, Equities, Financial Services, Investment Banking, Requirements Analysis, Trading Systems, PMO, Management Consulting, Strategy, Settlement, Analysis, Requirements Gathering
Education
Loughborough University
Sabrina Buscarnera's Paine Webber Experience March 1998 - December 2000
Job Office Manager at Navesink and Dreicer Chiropratic Centers
Industry Hospital & Health Care
Experience
Navesink and Dreicer Chiropratic Centers March 2006 - January 2011
Paine Webber March 1998 - December 2000
JP Morgan April 1996 - March 1998
Skills
Microsoft Office, Employee Benefits, Project Management, Team Building
Education
Manhattan College 1990 — 1994
BS, Finance/International Business
Navesink and Dreicer Chiropratic Centers March 2006 - January 2011
Paine Webber March 1998 - December 2000
JP Morgan April 1996 - March 1998
Skills
Microsoft Office, Employee Benefits, Project Management, Team Building
Education
Manhattan College 1990 — 1994
BS, Finance/International Business
Irene Echenique's Paine Webber Experience June 1991 - June 1996
Job Realtor at Windermere Real Estate
Industry Real Estate
Experience
Windermere Real Estate September 2005 - Present
Paine Webber June 1991 - June 1996
J.P. Morgan April 1987 - May 1991
Skills
Buyer Representation, Single Family Homes, First Time Home Buyers, Short Sales, Listings, New Home Sales, Sellers, Condos, Real Estate, REO, Relocation, Move Up Buyers, Foreclosures, Accredited Buyer..., Seniors Real Estate..., ABR, Waterfront Property, Waterfront
Education
Nassau Community College
Marketing/Marketing Management, General
Windermere Real Estate September 2005 - Present
Paine Webber June 1991 - June 1996
J.P. Morgan April 1987 - May 1991
Skills
Buyer Representation, Single Family Homes, First Time Home Buyers, Short Sales, Listings, New Home Sales, Sellers, Condos, Real Estate, REO, Relocation, Move Up Buyers, Foreclosures, Accredited Buyer..., Seniors Real Estate..., ABR, Waterfront Property, Waterfront
Education
Nassau Community College
Marketing/Marketing Management, General
Ruth Garrow's Paine Webber Experience 1992 - 1997
Job Administrator, Arbitrator
Industry Executive Office
Experience
FINRA 2006 - Present
Touro College of Pharmacy June 2006 - December 2013
A. G. Edwards 2003 - 2006
Morgan Stanley June 1997 - February 2003
Paine Webber 1992 - 1997
Skills
Financial Modeling, Research, Public Speaking, Investments, Strategic Planning, Microsoft Excel, Data Analysis, Budgets, Microsoft Office, PowerPoint, Staff Development, Nonprofits, Higher Education, Teaching
Education
New York University
FINRA 2006 - Present
Touro College of Pharmacy June 2006 - December 2013
A. G. Edwards 2003 - 2006
Morgan Stanley June 1997 - February 2003
Paine Webber 1992 - 1997
Skills
Financial Modeling, Research, Public Speaking, Investments, Strategic Planning, Microsoft Excel, Data Analysis, Budgets, Microsoft Office, PowerPoint, Staff Development, Nonprofits, Higher Education, Teaching
Education
New York University
Ken Lavell's Paine Webber Experience 1996 - 1997
Job Program Development/Management Office
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2015 - Present
Barclays Investment Bank September 2013 - April 2015
NYSE Euronext June 2011 - March 2013
RBS Greenwich Capital 2009 - June 2011
Citigroup 2007 - 2009
Citigroup 2005 - 2009
Citigroup 2000 - 2005
BNP Paribas 1997 - 2000
ICAP 1996 - 2000
Paine Webber 1996 - 1997
Skills
Trading Systems, Program Management, Fixed Income, Credit Derivatives, Business Analysis, Dodd-Frank, Market Data, Executive Management, Change Management, Capital Markets, Programme Directors, Regulatory Requirements, Investment Banking, Team Management, FICC, C++, Java, Options, Futures Trading, Financial Services, PMO, FX Options, Risk Management, Electronic Trading, SDLC
Education
New York Institute of Technology 1981 — 1985
BS, Computer Science
JPMorgan Chase & Co. April 2015 - Present
Barclays Investment Bank September 2013 - April 2015
NYSE Euronext June 2011 - March 2013
RBS Greenwich Capital 2009 - June 2011
Citigroup 2007 - 2009
Citigroup 2005 - 2009
Citigroup 2000 - 2005
BNP Paribas 1997 - 2000
ICAP 1996 - 2000
Paine Webber 1996 - 1997
Skills
Trading Systems, Program Management, Fixed Income, Credit Derivatives, Business Analysis, Dodd-Frank, Market Data, Executive Management, Change Management, Capital Markets, Programme Directors, Regulatory Requirements, Investment Banking, Team Management, FICC, C++, Java, Options, Futures Trading, Financial Services, PMO, FX Options, Risk Management, Electronic Trading, SDLC
Education
New York Institute of Technology 1981 — 1985
BS, Computer Science
Nancy Corry's Paine Webber Experience August 1987 - February 1994
Job Director of Operations
Industry Financial Services
Experience
Northwestern Mutual 2011 - Present
BNY Mellon January 1999 - 2008
Paine Webber August 1987 - February 1994
Skills
Sales, Process Improvement, Portfolio Management, Financial Services, Investments, Mutual Funds, Customer Service, Strategic Planning, Microsoft Excel, Equities
Education
Manhattan College
BS, Business
Northwestern Mutual 2011 - Present
BNY Mellon January 1999 - 2008
Paine Webber August 1987 - February 1994
Skills
Sales, Process Improvement, Portfolio Management, Financial Services, Investments, Mutual Funds, Customer Service, Strategic Planning, Microsoft Excel, Equities
Education
Manhattan College
BS, Business
Anna Bakopoulos's Paine Webber Experience September 1998 - January 2000
Job Office Administration and Coordinator
Industry Executive Office
Experience
Lifetouch September 2007 - April 2009
Forever Yours Productions, Inc. January 2000 - September 2007
Paine Webber September 1998 - January 2000
The Coca-Cola Company November 1996 - March 1998
Daewoo Machinery Corp. April 1993 - November 1996
Advantest May 1990 - March 1993
Education
New York University
Certificate, Conference, Meeting and Events Management
Stony Brook University
B.A., Liberal Arts
Lifetouch September 2007 - April 2009
Forever Yours Productions, Inc. January 2000 - September 2007
Paine Webber September 1998 - January 2000
The Coca-Cola Company November 1996 - March 1998
Daewoo Machinery Corp. April 1993 - November 1996
Advantest May 1990 - March 1993
Education
New York University
Certificate, Conference, Meeting and Events Management
Stony Brook University
B.A., Liberal Arts
Laurie Dahle's Paine Webber Experience June 1992 - January 1997
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch January 1997 - Present
Paine Webber June 1992 - January 1997
Robertson Stephens & Co May 1990 - June 1992
Salomon Brothers May 1984 - June 1989
Chase Manhattan Bank August 1982 - May 1984
Skills
Strategic Financial..., Financial Analysis, Financial Planners, Mutual Funds, Securities, Series 7, Tax, Accounting, High Net Worth..., Account Reconciliation
Education
Mercer University 1995 — 1997
None, Business/Managerial Economics, A
Vassar College 1978 — 1982
Bachelor's degree, Philosophy
Merrill Lynch January 1997 - Present
Paine Webber June 1992 - January 1997
Robertson Stephens & Co May 1990 - June 1992
Salomon Brothers May 1984 - June 1989
Chase Manhattan Bank August 1982 - May 1984
Skills
Strategic Financial..., Financial Analysis, Financial Planners, Mutual Funds, Securities, Series 7, Tax, Accounting, High Net Worth..., Account Reconciliation
Education
Mercer University 1995 — 1997
None, Business/Managerial Economics, A
Vassar College 1978 — 1982
Bachelor's degree, Philosophy
Arlene Shivdhan-Mohan's Paine Webber Experience June 1999 - January 2001
Job Vice President at Bank of America
Industry Investment Banking
Experience
Banc of America Securities January 2002 - Present
Paine Webber June 1999 - January 2001
JP Morgan Chase January 1996 - June 1999
MetLife July 1988 - January 1996
Skills
Sybase, SDLC, Databases, Vendor Management
Education
Saint John's University 1993 — 1995
MBA, Computer Info. Systems
Monmouth University 1984 — 1988
B.S, Computer Science
Banc of America Securities January 2002 - Present
Paine Webber June 1999 - January 2001
JP Morgan Chase January 1996 - June 1999
MetLife July 1988 - January 1996
Skills
Sybase, SDLC, Databases, Vendor Management
Education
Saint John's University 1993 — 1995
MBA, Computer Info. Systems
Monmouth University 1984 — 1988
B.S, Computer Science
Dino Sanfilippo's Paine Webber Experience 1989 - 1996
Job Director at Citigroup
Industry Financial Services
Experience
Citi 1996 - Present
Paine Webber 1989 - 1996
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Portfolio Management, Banking, Financial Markets, Hedge Funds, Electronic Trading, FX Options, Trading, Series 7, FINRA, Securities, Bonds, Investments, Series 3, Series 63
Education
Kennedy Western University
Bachelor of Science (BS), Business Administration
St Laurence
Citi 1996 - Present
Paine Webber 1989 - 1996
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Portfolio Management, Banking, Financial Markets, Hedge Funds, Electronic Trading, FX Options, Trading, Series 7, FINRA, Securities, Bonds, Investments, Series 3, Series 63
Education
Kennedy Western University
Bachelor of Science (BS), Business Administration
St Laurence
Penny Whitehouse's Paine Webber Experience 1999 - 2000
Job Professional Office Management & Administrative Services
Industry Consumer Services
Experience
Coldwell Banker 2013 - 2015
Coldwell Banker 2013 - 2015
Kelly Services 2013 - 2013
Prime Staffing, Inc. 2012 - 2013
SNI Companies 2012 - 2012
Delta Associates 2005 - 2012
Tru-Green Chemlawn 2001 - 2005
Paine Webber 1999 - 2000
Chevy Chase Financial Services 1998 - 1999
Oppenheimer & Co. 1986 - 1998
Skills
Valuation, Asset Managment, Financial Analysis, Asset Management, Real Estate Transactions, Microsoft Excel, Access, Data Entry, Budgets, Human Resources, Research, PowerPoint, Outlook, Sales, Accounts Payable, Marketing, Training
Education
Northern Virginia Community College
Business Administration and Management, General
Hunter College 1982 — 1984
Marymount Manhattan College 1980 — 1982
Coldwell Banker 2013 - 2015
Coldwell Banker 2013 - 2015
Kelly Services 2013 - 2013
Prime Staffing, Inc. 2012 - 2013
SNI Companies 2012 - 2012
Delta Associates 2005 - 2012
Tru-Green Chemlawn 2001 - 2005
Paine Webber 1999 - 2000
Chevy Chase Financial Services 1998 - 1999
Oppenheimer & Co. 1986 - 1998
Skills
Valuation, Asset Managment, Financial Analysis, Asset Management, Real Estate Transactions, Microsoft Excel, Access, Data Entry, Budgets, Human Resources, Research, PowerPoint, Outlook, Sales, Accounts Payable, Marketing, Training
Education
Northern Virginia Community College
Business Administration and Management, General
Hunter College 1982 — 1984
Marymount Manhattan College 1980 — 1982
Cleo Jordan Sr.'s Paine Webber Experience 1999 - 2000
Job Supervisor at North ShoreLIJ Health SystemLenox Hill
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System-Lenox Hill March 2011 - Present
Instinet Corporation 2006 - 2008
Paine Webber 1999 - 2000
Yamaichi International 1986 - 1987
Skills
Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Public Speaking, Equities, Customer Service, Outlook, Access, Fixed Income, Nonprofits, Management, Microsoft Office, Process Scheduler, Recruiting, Sales, Project Management, Human Resources, Healthcare
Education
New York University
Bachelors, Liberal Arts
North Shore-LIJ Health System-Lenox Hill March 2011 - Present
Instinet Corporation 2006 - 2008
Paine Webber 1999 - 2000
Yamaichi International 1986 - 1987
Skills
Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Public Speaking, Equities, Customer Service, Outlook, Access, Fixed Income, Nonprofits, Management, Microsoft Office, Process Scheduler, Recruiting, Sales, Project Management, Human Resources, Healthcare
Education
New York University
Bachelors, Liberal Arts
Christopher Langguth CMT's Paine Webber Experience January 1987 - June 1988
Job Owner at Technichris Corporation
Industry Mining & Metals
Experience
Technichris Corporation October 2000 - Present
Mitsui Bussan Commodities 1992 - 2000
Merrill Lynch 1989 - 1992
Dean Witter Reynolds June 1988 - June 1989
Paine Webber January 1987 - June 1988
E F Hutton January 1986 - January 1987
Non Ferrous Intl. subsidary of Mitsubishi International March 1984 - January 1986
Gill & Duffus Commodities September 1983 - March 1984
Johnson Matthey & Wallace March 1983 - September 1983
Drexel Burnham Lambert 1978 - 1983
Skills
Commodity, Metals, Aluminum, Hedging, Mining, Trading, Gold, Commodity Markets, Steel, Minerals, Options, Derivatives, Metallurgy, Coal, Risk Management, Business Strategy, International Trade, Negotiation, Hedge Funds, Investments, International Business, Base Metals, Bonds, Precious Metals, Technical Analysis, Financial Risk, Brokerage, Finance, Trading Systems, Financial Markets, Alternative Investments, FX Options, Capital Markets, Investment Banking, Private Equity, Equities, Due Diligence, Asset Management, Valuation, Corporate Finance, Financial Modeling, Fixed Income, Securities, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Traders, Economics, Proprietary Trading, Portfolio Management
Education
NYU 1966 — 1971
Bachelor of Science
New York University 1966 — 1971
Bachelor of Science (B.S.), Accounting
Technichris Corporation October 2000 - Present
Mitsui Bussan Commodities 1992 - 2000
Merrill Lynch 1989 - 1992
Dean Witter Reynolds June 1988 - June 1989
Paine Webber January 1987 - June 1988
E F Hutton January 1986 - January 1987
Non Ferrous Intl. subsidary of Mitsubishi International March 1984 - January 1986
Gill & Duffus Commodities September 1983 - March 1984
Johnson Matthey & Wallace March 1983 - September 1983
Drexel Burnham Lambert 1978 - 1983
Skills
Commodity, Metals, Aluminum, Hedging, Mining, Trading, Gold, Commodity Markets, Steel, Minerals, Options, Derivatives, Metallurgy, Coal, Risk Management, Business Strategy, International Trade, Negotiation, Hedge Funds, Investments, International Business, Base Metals, Bonds, Precious Metals, Technical Analysis, Financial Risk, Brokerage, Finance, Trading Systems, Financial Markets, Alternative Investments, FX Options, Capital Markets, Investment Banking, Private Equity, Equities, Due Diligence, Asset Management, Valuation, Corporate Finance, Financial Modeling, Fixed Income, Securities, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Traders, Economics, Proprietary Trading, Portfolio Management
Education
NYU 1966 — 1971
Bachelor of Science
New York University 1966 — 1971
Bachelor of Science (B.S.), Accounting
Michel Jouard's Paine Webber Experience June 1993 - December 1995
Job Systems Analyst at AXA Equitable
Industry Computer Software
Experience
AXA Equitable January 1996 - September 2011
Paine Webber June 1993 - December 1995
Skills
Information Engineering..., CA Gen 7.6, CICS, DB2, SQL, COBOL, IMS, CA Gen, Data Modeling, IBM Mainframe, Visio, IMS DB/DC, Requirements Gathering, PL/SQL, Software Documentation, Requirements Analysis, Software Development, Systems Analysis, JCL, Testing, Troubleshooting, TSO, SDLC, Business Analysis, Mainframe, Programming, Disaster Recovery
Education
New York University 1981 — 1982
Certificate of Computer Progamming
Queen's College
Bachelor of Arts (B.A.)
AXA Equitable January 1996 - September 2011
Paine Webber June 1993 - December 1995
Skills
Information Engineering..., CA Gen 7.6, CICS, DB2, SQL, COBOL, IMS, CA Gen, Data Modeling, IBM Mainframe, Visio, IMS DB/DC, Requirements Gathering, PL/SQL, Software Documentation, Requirements Analysis, Software Development, Systems Analysis, JCL, Testing, Troubleshooting, TSO, SDLC, Business Analysis, Mainframe, Programming, Disaster Recovery
Education
New York University 1981 — 1982
Certificate of Computer Progamming
Queen's College
Bachelor of Arts (B.A.)
Neil Goodheart's Paine Webber Experience July 1997 - June 2002
Job Senior Database Administrator
Industry Retail
Experience
Wakefern Food Corp. May 2015 - Present
UBS Wealth Management June 2002 - May 2015
Paine Webber July 1997 - June 2002
Wakefern Food Corporation 1985 - 1997
Alliance Capital Management June 1985 - June 1988
Skills
Disaster Recovery, SDLC, Visio, Business Analysis, IT Management, IT Strategy, Vendor Management, Active Directory, System Deployment, Java, Data Center, Access, Windows, Troubleshooting, JavaScript, Infrastructure, Process Improvement, Microsoft Exchange, Analysis, Risk Management, Sybase, Unix, ITIL, Databases, Enterprise Architecture, Oracle, Sybase Adaptive Server, T-SQL
Education
Middlesex County College 1982 — 1985
Associate's degree, Computer Science
Wakefern Food Corp. May 2015 - Present
UBS Wealth Management June 2002 - May 2015
Paine Webber July 1997 - June 2002
Wakefern Food Corporation 1985 - 1997
Alliance Capital Management June 1985 - June 1988
Skills
Disaster Recovery, SDLC, Visio, Business Analysis, IT Management, IT Strategy, Vendor Management, Active Directory, System Deployment, Java, Data Center, Access, Windows, Troubleshooting, JavaScript, Infrastructure, Process Improvement, Microsoft Exchange, Analysis, Risk Management, Sybase, Unix, ITIL, Databases, Enterprise Architecture, Oracle, Sybase Adaptive Server, T-SQL
Education
Middlesex County College 1982 — 1985
Associate's degree, Computer Science
dik blewitt's Paine Webber Experience 1987 - 1990
Job GSO Capital Partners Managing Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group April 2014 - Present
Vendor Assistance Program June 2012 - October 2014
J.G. Wentworth October 2010 - October 2013
BlackRock May 2009 - April 2012
R3 Capital/Lehman Brothers 2007 - 2009
Bank of America 2001 - 2007
Creditex 1999 - 2001
J.P. Morgan 1992 - 1999
Paine Webber 1987 - 1990
Skills
Structured Products, Fixed Income, Structured Finance, Capital Markets, Hedge Funds, Alternative Investments, Securitization, Derivatives, Investment Banking, Portfolio Management, ABS, CDO, Credit Derivatives, MBS, CLO
Education
Lehigh University - College of Business and Economics
BS, Finance
NYU Stern School of Business
MBA, Finance/International Business
The Blackstone Group April 2014 - Present
Vendor Assistance Program June 2012 - October 2014
J.G. Wentworth October 2010 - October 2013
BlackRock May 2009 - April 2012
R3 Capital/Lehman Brothers 2007 - 2009
Bank of America 2001 - 2007
Creditex 1999 - 2001
J.P. Morgan 1992 - 1999
Paine Webber 1987 - 1990
Skills
Structured Products, Fixed Income, Structured Finance, Capital Markets, Hedge Funds, Alternative Investments, Securitization, Derivatives, Investment Banking, Portfolio Management, ABS, CDO, Credit Derivatives, MBS, CLO
Education
Lehigh University - College of Business and Economics
BS, Finance
NYU Stern School of Business
MBA, Finance/International Business
Patrick McDonough's Paine Webber Experience January 1995 - January 2000
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2000 - Present
Paine Webber January 1995 - January 2000
Kidder Peabody August 1991 - December 1994
United Parcel Service September 1990 - August 1991
Skills
Investment Banking, Strategy, Mergers & Acquisitions
Education
New York University, Stern School of Business 1994 — 1998
MBA, Finance
Lehigh University 1986 — 1990
BA, Economics
Summit High School
Morgan Stanley February 2000 - Present
Paine Webber January 1995 - January 2000
Kidder Peabody August 1991 - December 1994
United Parcel Service September 1990 - August 1991
Skills
Investment Banking, Strategy, Mergers & Acquisitions
Education
New York University, Stern School of Business 1994 — 1998
MBA, Finance
Lehigh University 1986 — 1990
BA, Economics
Summit High School
Leslie Dunaiski's Paine Webber Experience 1986 - 1989
Job Administrative
Industry Financial Services
Experience
Merrill Lynch Pierce Fenner & Smith 1998 - 2002
Paine Webber 1986 - 1989
New York & Foreign Securities 1984 - 1986
Merrill Lynch Pierce Fenner & Smith 1980 - 1984
Education
Muhlenberg College 1974 — 1978
United States Military Academy at West Point 1974 — 1978
BA, English
Merrill Lynch Pierce Fenner & Smith 1998 - 2002
Paine Webber 1986 - 1989
New York & Foreign Securities 1984 - 1986
Merrill Lynch Pierce Fenner & Smith 1980 - 1984
Education
Muhlenberg College 1974 — 1978
United States Military Academy at West Point 1974 — 1978
BA, English
Dax Marquez's Paine Webber Experience June 1996 - January 2000
Job Nursing student at Resurrection University
Industry Financial Services
Experience
Resurrection University August 2014 - Present
Allstate November 2012 - August 2013
Geneva Trading September 2011 - August 2012
Great Point Capital January 2000 - April 2011
Paine Webber June 1996 - January 2000
Skills
Options, Series 7, FINRA, Derivatives, Equities, Trading, Bloomberg, Electronic Trading, Financial Markets, Fixed Income, Volatility, Trading Systems, Proprietary Trading, Securities, Portfolio Management, Equity Trading
Education
Moraine Valley Community College 2010 — 2011
A.S.
Truman University 1996 — 1998
Resurrection University August 2014 - Present
Allstate November 2012 - August 2013
Geneva Trading September 2011 - August 2012
Great Point Capital January 2000 - April 2011
Paine Webber June 1996 - January 2000
Skills
Options, Series 7, FINRA, Derivatives, Equities, Trading, Bloomberg, Electronic Trading, Financial Markets, Fixed Income, Volatility, Trading Systems, Proprietary Trading, Securities, Portfolio Management, Equity Trading
Education
Moraine Valley Community College 2010 — 2011
A.S.
Truman University 1996 — 1998
Jerry McBrearty, Sr.'s Paine Webber Experience February 1993 - April 1998
Job Managing Partner at McBrearty Enterprises
Industry Writing and Editing
Experience
McBrearty Enterprises December 2004 - Present
NexTec Group July 2000 - December 2004
Information Integration Group April 1998 - July 2000
Paine Webber February 1993 - April 1998
McBrearty and Company November 1991 - January 1993
M.L. Stern & Co. November 1980 - November 1991
Stern, Brenner & Co. January 1980 - November 1980
Stern, Brenner and Co. May 1972 - January 1980
MacJohn Precision Investments May 1972 - June 1974
L-3 Interstate Electronics Corporation November 1970 - May 1972
Skills
Technical Writing, Editing, Fiction Writing, Non-Fiction Writing, Technical Analysis, Simplifying the Complex, Advanced Microsoft..., Microsoft Excel, Microsoft Word, Computer Proficiency
Education
Loyola Marymount University
Bachelor’s Degree, Electrical and Electronics Engineering
University of Southern California
Graduate School of Business
McBrearty Enterprises December 2004 - Present
NexTec Group July 2000 - December 2004
Information Integration Group April 1998 - July 2000
Paine Webber February 1993 - April 1998
McBrearty and Company November 1991 - January 1993
M.L. Stern & Co. November 1980 - November 1991
Stern, Brenner & Co. January 1980 - November 1980
Stern, Brenner and Co. May 1972 - January 1980
MacJohn Precision Investments May 1972 - June 1974
L-3 Interstate Electronics Corporation November 1970 - May 1972
Skills
Technical Writing, Editing, Fiction Writing, Non-Fiction Writing, Technical Analysis, Simplifying the Complex, Advanced Microsoft..., Microsoft Excel, Microsoft Word, Computer Proficiency
Education
Loyola Marymount University
Bachelor’s Degree, Electrical and Electronics Engineering
University of Southern California
Graduate School of Business
William Nemeth's Paine Webber Experience January 1990 - December 1999
Job Fixed Income OperationsSeeking New Opportunity
Industry Financial Services
Experience
UBS Investment Bank May 2007 - March 2013
UBS Investment Bank January 2000 - May 2007
Paine Webber January 1990 - December 1999
Paine Webber January 1986 - January 1999
Merril Lynch February 1984 - December 1985
Skills
Investment Banking, Management, Risk Management, Business Analysis, Fixed Income, Operations Management, Equities, Change Management, Financial Analysis, Operational Risk, Project Management, Analysis, Vendor Management, Anti Money Laundering, Internal Fraud Awareness, Angency MBS, Enhance Client Services, Trade Compliance, Trade Capture/Support, Bloomberg Terminal, Electronic Trading, Middle Office, Back Office, Internal Controls, Collateral Management, Settlement, FINRA, System Testing, CMBS, P&L, Financial Services, Prime Brokerage, Securitization, Agency MBS, ABS
Education
Middlesex County College
Associate's degree
UBS Investment Bank May 2007 - March 2013
UBS Investment Bank January 2000 - May 2007
Paine Webber January 1990 - December 1999
Paine Webber January 1986 - January 1999
Merril Lynch February 1984 - December 1985
Skills
Investment Banking, Management, Risk Management, Business Analysis, Fixed Income, Operations Management, Equities, Change Management, Financial Analysis, Operational Risk, Project Management, Analysis, Vendor Management, Anti Money Laundering, Internal Fraud Awareness, Angency MBS, Enhance Client Services, Trade Compliance, Trade Capture/Support, Bloomberg Terminal, Electronic Trading, Middle Office, Back Office, Internal Controls, Collateral Management, Settlement, FINRA, System Testing, CMBS, P&L, Financial Services, Prime Brokerage, Securitization, Agency MBS, ABS
Education
Middlesex County College
Associate's degree
David Sprayberry's Paine Webber Experience May 1977 - July 1984
Job account executive at electra cleaning contractors
Industry Facilities Services
Experience
Electra Cleaning Contractor January 1996 - Present
electra cleaning contractors January 1996 - Present
ROYAL PRODENTIAN July 1984 - October 1987
PAINE WEBBER May 1977 - July 1984
Skills
Window Cleaning, GENERAL CLEANING, CARPET AND FLOOR..., Sales, General Cleaning, Carpet
Education
Kean University 1969 — 1980
Bachelor of Science (BS), Business Administration and Management, General
Electra Cleaning Contractor January 1996 - Present
electra cleaning contractors January 1996 - Present
ROYAL PRODENTIAN July 1984 - October 1987
PAINE WEBBER May 1977 - July 1984
Skills
Window Cleaning, GENERAL CLEANING, CARPET AND FLOOR..., Sales, General Cleaning, Carpet
Education
Kean University 1969 — 1980
Bachelor of Science (BS), Business Administration and Management, General
Maria Trizzino's Paine Webber Experience 1984 - 1987
Job aide
Industry Religious Institutions
Experience
Kleinwort Benson 1987 - 1988
Paine Webber 1984 - 1987
Education
Kingsborough Community College 1979 — 1981
Associate's degree, Business Administration and Management, General
Kleinwort Benson 1987 - 1988
Paine Webber 1984 - 1987
Education
Kingsborough Community College 1979 — 1981
Associate's degree, Business Administration and Management, General
jerry gillespie's Paine Webber Experience October 1995 - April 1999
Job Sales Representative at Eierman and Sculken
Industry Accounting
Experience
Eierman and Sculken May 2008 - Present
Mutual of Omaha January 2000 - February 2008
Paine Webber October 1995 - April 1999
Skills
Customer Service, Accounting, Microsoft Word, Sales, Strategic Planning, Teamwork, New Business Development, Negotiation
Education
Mercy College 1981 — 1984
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Eierman and Sculken May 2008 - Present
Mutual of Omaha January 2000 - February 2008
Paine Webber October 1995 - April 1999
Skills
Customer Service, Accounting, Microsoft Word, Sales, Strategic Planning, Teamwork, New Business Development, Negotiation
Education
Mercy College 1981 — 1984
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Tracy Fossetta-Krik's Paine Webber Experience September 1992 - November 1994
Job High School Math Teacher at Walter G O'Connell Copiague High School
Industry Primary/Secondary Education
Experience
Walter G O'Connell Copiague High School September 2001 - Present
Merrill Lynch November 1994 - September 1998
Paine Webber September 1992 - November 1994
Education
Long Island University, C.W. Post Campus 1997 — 2000
Master's degree, Education in Secondary Math
SUNY Plattsburgh 1988 — 1992
Bachelor of Applied Science (BASc), Accounting
Walter G O'Connell Copiague High School September 2001 - Present
Merrill Lynch November 1994 - September 1998
Paine Webber September 1992 - November 1994
Education
Long Island University, C.W. Post Campus 1997 — 2000
Master's degree, Education in Secondary Math
SUNY Plattsburgh 1988 — 1992
Bachelor of Applied Science (BASc), Accounting
Casey Wolf's Paine Webber Experience January 1990 - January 2000
Job Financial adviser at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Morgan Stanley January 2000 - January 2009
Paine Webber January 1990 - January 2000
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Services
Education
Northeastern University Lehigh university
Bs. Mba, Corporate finance. Economics
Merrill Lynch January 2009 - Present
Morgan Stanley January 2000 - January 2009
Paine Webber January 1990 - January 2000
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Banking, Risk Management, Mutual Funds, Financial Services
Education
Northeastern University Lehigh university
Bs. Mba, Corporate finance. Economics
Salomon Brothers
Salomon Smith Barney
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers