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
Bruce Rudenberg Bruce Rudenberg's Paine Webber Experience 1994 - 2002
Job Senior Vice President Investments Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2009 - Present
Paine Webber 1994 - 2002
Skills
Financial Modeling, Series 7, Portfolio Management, Equities, Wealth Management, Asset Management, Investments, Alternative Investments, Investment Advisory, Retirement Planning, Strategic Financial..., Asset Allocation, Mergers & Acquisitions
Education
Northern Illinois University - College of Business 1970 — 1974
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors, LLC April 2009 - Present
Paine Webber 1994 - 2002
Skills
Financial Modeling, Series 7, Portfolio Management, Equities, Wealth Management, Asset Management, Investments, Alternative Investments, Investment Advisory, Retirement Planning, Strategic Financial..., Asset Allocation, Mergers & Acquisitions
Education
Northern Illinois University - College of Business 1970 — 1974
Bachelor of Science (B.S.), Business Administration and Management, General
Brian Lerner Brian Lerner's Paine Webber Experience August 1997 - May 1998
Job Executive Director at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
Credit Suisse April 2000 - August 2015
IQ Financial Systems May 1998 - April 2000
Paine Webber August 1997 - May 1998
Bankers Trust January 1992 - August 1997
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and Information Systems
Penn State University 1986 — 1990
BS, Business Administration, Management
JPMorgan Chase & Co. August 2015 - Present
Credit Suisse April 2000 - August 2015
IQ Financial Systems May 1998 - April 2000
Paine Webber August 1997 - May 1998
Bankers Trust January 1992 - August 1997
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and Information Systems
Penn State University 1986 — 1990
BS, Business Administration, Management
Carina Aldridge Carina Aldridge's Paine Webber Experience 1996 - 1999
Job Fire Starter
Industry Education Management
Experience
Rubicon International 2009 - Present
InSage Design Studio 2000 - 2007
Rubicon International 1999 - 2000
Paine Webber 1996 - 1999
Morgan Stanley Smith Barney 1991 - 1995
Skills
Training, Leadership, Program Management, Staff Development, Strategic Partnerships, Marketing Strategy, Project Management, Marketing Communications, Management, Press Relations, Brand Development, Marketing, Public Speaking, Business Development, Curriculum Development, Strategic Planning, Strategy, Teaching
Education
Portland State University - School of Business
BA
Rubicon International 2009 - Present
InSage Design Studio 2000 - 2007
Rubicon International 1999 - 2000
Paine Webber 1996 - 1999
Morgan Stanley Smith Barney 1991 - 1995
Skills
Training, Leadership, Program Management, Staff Development, Strategic Partnerships, Marketing Strategy, Project Management, Marketing Communications, Management, Press Relations, Brand Development, Marketing, Public Speaking, Business Development, Curriculum Development, Strategic Planning, Strategy, Teaching
Education
Portland State University - School of Business
BA
Edwin Pacheco Edwin Pacheco's Paine Webber Experience October 1998 - December 2000
Job Senior Financial Analyst / Senior Accountant
Industry Accounting
Experience
NYU Langone Medical Center June 2014 - November 2014
CFO March 2014 - April 2014
AIG May 2012 - September 2013
AIG January 2006 - April 2012
AIG January 2001 - December 2005
Paine Webber October 1998 - December 2000
Banque Nationale De Paris May 1997 - September 1998
Small Business Accountants of America February 1996 - March 1998
VTR Capital May 1995 - January 1996
Skills
General Ledger, Accounting, Account Reconciliation, Budgets, Financial Statements, Accounts Payable, SAP, Journal Entries, Auditing, Financial Planning and..., Statutory Accounting, Financial Analyst, Expenses, Budget, Forecast, Insurance, Microsoft Excel, Variance Analysis, Financial Planning, Financial Reporting, Invoicing, Treaty, Captive, Financial Analysis, Property & Casualty..., Healthcare, Publishing, Reinsurance
Education
Saint Peter's University
Bachelor's degree, Accounting
NYU Langone Medical Center June 2014 - November 2014
CFO March 2014 - April 2014
AIG May 2012 - September 2013
AIG January 2006 - April 2012
AIG January 2001 - December 2005
Paine Webber October 1998 - December 2000
Banque Nationale De Paris May 1997 - September 1998
Small Business Accountants of America February 1996 - March 1998
VTR Capital May 1995 - January 1996
Skills
General Ledger, Accounting, Account Reconciliation, Budgets, Financial Statements, Accounts Payable, SAP, Journal Entries, Auditing, Financial Planning and..., Statutory Accounting, Financial Analyst, Expenses, Budget, Forecast, Insurance, Microsoft Excel, Variance Analysis, Financial Planning, Financial Reporting, Invoicing, Treaty, Captive, Financial Analysis, Property & Casualty..., Healthcare, Publishing, Reinsurance
Education
Saint Peter's University
Bachelor's degree, Accounting
Jerry Porter Jerry Porter's Paine Webber Experience 1980 - 1984
Job Sales Manager at International Design Services, Inc.
Industry Construction
Experience
International Design Services, Inc. September 2010 - December 2014
Fiduciary Consultants, Inc. 1988 - 2000
Prudential Bache Securities 1984 - 1988
Paine Webber 1980 - 1984
Paine Webber 1974 - 1979
Paine Webber 1973 - 1973
Paine Webber 1969 - 1972
Mesa Junior College 1967 - 1969
Needles, California 1965 - 1967
Hayward Unified School District 1963 - 1965
Skills
Asset Allocation
Education
San Jose State University
Master's Degree
Truman State University
Bachelor's Degree
International Design Services, Inc. September 2010 - December 2014
Fiduciary Consultants, Inc. 1988 - 2000
Prudential Bache Securities 1984 - 1988
Paine Webber 1980 - 1984
Paine Webber 1974 - 1979
Paine Webber 1973 - 1973
Paine Webber 1969 - 1972
Mesa Junior College 1967 - 1969
Needles, California 1965 - 1967
Hayward Unified School District 1963 - 1965
Skills
Asset Allocation
Education
San Jose State University
Master's Degree
Truman State University
Bachelor's Degree
Christy Jordan Christy Jordan's Paine Webber Experience 1999 - 2000
Job Senior Vice President, Investments Sheaff Brock Investment Advisors
Industry Investment Management
Experience
Sheaff Brock Investment Advisors September 2010 - Present
Sheaff Brock Investment Advisors September 2010 - Present
Paine Webber 1999 - 2000
Munder Capital Management 1997 - 1999
Duff & Phelps Investment Management Co. December 1993 - April 1997
Education
Purdue University
Sheaff Brock Investment Advisors September 2010 - Present
Sheaff Brock Investment Advisors September 2010 - Present
Paine Webber 1999 - 2000
Munder Capital Management 1997 - 1999
Duff & Phelps Investment Management Co. December 1993 - April 1997
Education
Purdue University
David Chiang MBA Risk Management David Chiang MBA Risk Management's Paine Webber Experience 1993 - 1994
Job FINANCIAL OPERATIONS MANAGER specializing in Reconciliations and Audits
Industry Financial Services
Experience
UBS 2007 - 2013
UBS 2005 - 2007
UBS 2000 - 2005
UBS 1998 - 2000
UBS 1994 - 1998
Paine Webber 1993 - 1994
Paine Webber June 1990 - 1993
Skills
Mutual Funds, Reconciliations, NSCC trading exchanges..., OMNI trading and..., General ledger balancing, Trade correction, Cash reconciliations, Project management, Customer Service, Client Service, Series 99, Risk Management, Risk Assessment, Financial Risk, Operational Risk, Financial Services, Account Reconciliation, General Ledger, Mergers & Acquisitions, Wealth Management, Portfolio Management, Finance, Equities, Analysis, Project Management
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (M.B.A.), Risk Management MIS, GPA 4.0
Saint Peter's University 1986 — 1990
Bachelor of Science (B.S.), Marketing/Management, Minor in Economics
Saint Peter's Prep
High School
UBS 2007 - 2013
UBS 2005 - 2007
UBS 2000 - 2005
UBS 1998 - 2000
UBS 1994 - 1998
Paine Webber 1993 - 1994
Paine Webber June 1990 - 1993
Skills
Mutual Funds, Reconciliations, NSCC trading exchanges..., OMNI trading and..., General ledger balancing, Trade correction, Cash reconciliations, Project management, Customer Service, Client Service, Series 99, Risk Management, Risk Assessment, Financial Risk, Operational Risk, Financial Services, Account Reconciliation, General Ledger, Mergers & Acquisitions, Wealth Management, Portfolio Management, Finance, Equities, Analysis, Project Management
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (M.B.A.), Risk Management MIS, GPA 4.0
Saint Peter's University 1986 — 1990
Bachelor of Science (B.S.), Marketing/Management, Minor in Economics
Saint Peter's Prep
High School
Ken Engesser Ken Engesser's Paine Webber Experience 1985 - 1995
Job Manager, International Accounting at Colgate Palmolive
Industry Consumer Goods
Experience
Colgate Palmolive May 2014 - Present
Colgate Palmolive February 2006 - April 2014
Paine Webber 1985 - 1995
Skills
Forecasting, Financial Analysis, SAP, Financial Reporting, Sarbanes-Oxley Act, FMCG, Variance Analysis, Internal Controls, Cross-functional Team..., Consumer Products
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
St. John's University
Master of Business Administration (MBA), Finance, General
Colgate Palmolive May 2014 - Present
Colgate Palmolive February 2006 - April 2014
Paine Webber 1985 - 1995
Skills
Forecasting, Financial Analysis, SAP, Financial Reporting, Sarbanes-Oxley Act, FMCG, Variance Analysis, Internal Controls, Cross-functional Team..., Consumer Products
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
St. John's University
Master of Business Administration (MBA), Finance, General
George C Lee George C Lee's Paine Webber Experience October 1998 - May 2000
Job Senior Unix Systems Administrator at McGrawHill Education
Industry Information Technology and Services
Experience
McGraw-Hill Education 2013 - Present
UBS Financial Services Inc May 2000 - July 2013
Paine Webber October 1998 - May 2000
Nikko Securities Co. International, Inc May 1995 - October 1998
Skills
Storage Area Networks, DNS, Unix, Microsoft Exchange, Red Hat Linux, VPN, Servers, Integration, Disaster Recovery, AIX, Troubleshooting, SAN, Hardware, System Administration, Solaris, Networking, Management, IT Operations, Infrastructure, Service Delivery, Sybase, Firewalls, Incident Management, Network Administration, System Deployment, Technical Support, Vendor Management, IT Service Management, Project Management, Data Center
Education
Rutgers University
B.A. in Economics, Economics
McGraw-Hill Education 2013 - Present
UBS Financial Services Inc May 2000 - July 2013
Paine Webber October 1998 - May 2000
Nikko Securities Co. International, Inc May 1995 - October 1998
Skills
Storage Area Networks, DNS, Unix, Microsoft Exchange, Red Hat Linux, VPN, Servers, Integration, Disaster Recovery, AIX, Troubleshooting, SAN, Hardware, System Administration, Solaris, Networking, Management, IT Operations, Infrastructure, Service Delivery, Sybase, Firewalls, Incident Management, Network Administration, System Deployment, Technical Support, Vendor Management, IT Service Management, Project Management, Data Center
Education
Rutgers University
B.A. in Economics, Economics
Joyce Briskin Joyce Briskin's Paine Webber Experience December 1979 - August 1989
Job President Portfolio Management at JBriskin Investment Advisors
Industry Investment Management
Experience
JBriskin Investment Advisors August 1995 - Present
Rauscher Pierce Refsnes August 1989 - October 1995
Paine Webber December 1979 - August 1989
Skills
Portfolio Management, Investments, Fixed Income, Individual 401k, Management, Strategic Planning
Education
Northwestern University 1966 — 1973
BACHELOR OF PHILOSOPHY, Biology, Social and Political Philosophy
JBriskin Investment Advisors August 1995 - Present
Rauscher Pierce Refsnes August 1989 - October 1995
Paine Webber December 1979 - August 1989
Skills
Portfolio Management, Investments, Fixed Income, Individual 401k, Management, Strategic Planning
Education
Northwestern University 1966 — 1973
BACHELOR OF PHILOSOPHY, Biology, Social and Political Philosophy
Ann (Koehler) Riley's Paine Webber Experience April 1998 - March 2000
Job Director of Marketing at Madden Realtors
Industry Photography
Experience
Madden Realtors December 2014 - Present
Ann Koehler Photography December 2009 - Present
Argon 18 2012 - 2015
Pace Academy August 2004 - August 2011
Anni Fanni LLC August 2000 - December 2010
SunTrust Robinson Humphrey February 2003 - August 2004
Incisive Capital Management February 2000 - February 2003
Paine Webber April 1998 - March 2000
Skills
Photography, Illustrator, Logo Design, InDesign, Photoshop, Image Manipulation, QuarkXPress, Advertising, Graphic Design, Social Media, Creative Direction, Brochures, Fine Art, Adobe Creative Suite, Lightroom, Portrait Photography, Real Estate Photography, Customer Service, Management, Landscape Photography, Marketing, Social Media Marketing, Typography, Series 7, Series 66, Dreamweaver
Education
Parsons School of Design
Intensive Graphic Design Program
The University of Georgia
BSED
Webster University Geneva, Switzerland
Year Abroad
Madden Realtors December 2014 - Present
Ann Koehler Photography December 2009 - Present
Argon 18 2012 - 2015
Pace Academy August 2004 - August 2011
Anni Fanni LLC August 2000 - December 2010
SunTrust Robinson Humphrey February 2003 - August 2004
Incisive Capital Management February 2000 - February 2003
Paine Webber April 1998 - March 2000
Skills
Photography, Illustrator, Logo Design, InDesign, Photoshop, Image Manipulation, QuarkXPress, Advertising, Graphic Design, Social Media, Creative Direction, Brochures, Fine Art, Adobe Creative Suite, Lightroom, Portrait Photography, Real Estate Photography, Customer Service, Management, Landscape Photography, Marketing, Social Media Marketing, Typography, Series 7, Series 66, Dreamweaver
Education
Parsons School of Design
Intensive Graphic Design Program
The University of Georgia
BSED
Webster University Geneva, Switzerland
Year Abroad
Eric H. Kao, CFA Eric H. Kao, CFA's Paine Webber Experience March 1998 - July 1999
Job 15 years experience in financial reporting and analysis (FP&A), forecasting, and people management. MBA, CFA.
Industry Financial Services
Experience
Thomson Reuters June 2006 - Present
Joseph Tse Charitable Foundation February 2004 - June 2006
New York University School of Medicine October 2002 - February 2004
Paine Webber March 1998 - July 1999
American Management Systems (AMS) August 1997 - March 1998
Skills
Financial Modeling, Business Analysis, Equities, Portfolio Management, Market Data, Investments, Financial Services, Financial Markets, Capital Markets, Asset Management, Financial Analysis, Salesforce.com, Derivatives, Program Management, Analysis, Finance, Management
Education
Penn State University 1999 — 2001
MBA, Finance
State University of New York College at Geneseo 1993 — 1997
BA, Economics
Yorktown High School 1989 — 1993
Thomson Reuters June 2006 - Present
Joseph Tse Charitable Foundation February 2004 - June 2006
New York University School of Medicine October 2002 - February 2004
Paine Webber March 1998 - July 1999
American Management Systems (AMS) August 1997 - March 1998
Skills
Financial Modeling, Business Analysis, Equities, Portfolio Management, Market Data, Investments, Financial Services, Financial Markets, Capital Markets, Asset Management, Financial Analysis, Salesforce.com, Derivatives, Program Management, Analysis, Finance, Management
Education
Penn State University 1999 — 2001
MBA, Finance
State University of New York College at Geneseo 1993 — 1997
BA, Economics
Yorktown High School 1989 — 1993
Jennifer (Buck) Bunge's Paine Webber Experience 1998 - 2000
Job Designer (of lives and activities)
Industry Architecture & Planning
Experience
Bunge Household 2005 - Present
Airoom 2004 - 2006
Junior League of Chicago 2004 - 2006
Ivan Bereznicki & Associates 2002 - 2004
Junior League of Boston 1998 - 2003
Monastero & Associates, Inc. 2000 - 2002
Paine Webber 1998 - 2000
Payette Associates 1996 - 1998
Skills
Series 7, Series 63, Project Management, Sustainable Design, Investments, Project Planning, Strategic Planning
Education
Norwich University 1999 — 2000
Master of Architecture (M.Arch.), Architecture
Norwich University 1991 — 1996
Bachelor of Architecture (B.Arch.), Architecture
Bunge Household 2005 - Present
Airoom 2004 - 2006
Junior League of Chicago 2004 - 2006
Ivan Bereznicki & Associates 2002 - 2004
Junior League of Boston 1998 - 2003
Monastero & Associates, Inc. 2000 - 2002
Paine Webber 1998 - 2000
Payette Associates 1996 - 1998
Skills
Series 7, Series 63, Project Management, Sustainable Design, Investments, Project Planning, Strategic Planning
Education
Norwich University 1999 — 2000
Master of Architecture (M.Arch.), Architecture
Norwich University 1991 — 1996
Bachelor of Architecture (B.Arch.), Architecture
Stephen Silverstein Stephen Silverstein's Paine Webber Experience December 1988 - April 1996
Job Regional Director at CBRE
Industry Real Estate
Experience
CBRE March 2014 - Present
Heroes Journey - CrossFit Lake Parsippany April 2012 - Present
Multisport MINISTRIES April 2008 - Present
Deloitte Services LLP 1996 - 2010
Paine Webber December 1988 - April 1996
Skills
Leadership, Strategic Planning, Real Estate, Project Planning, Retail, Executive Management, Purchasing, Security, Leases, Construction, Management Consulting, Facilities Management, Strategy, Business Strategy, Leadership Development, Change Management, Team Building, Coaching, Organizational..., Program Management, Parenting, Entrepreneurship
Education
Ramapo College of New Jersey 1983 — 1987
BS, business management
CBRE March 2014 - Present
Heroes Journey - CrossFit Lake Parsippany April 2012 - Present
Multisport MINISTRIES April 2008 - Present
Deloitte Services LLP 1996 - 2010
Paine Webber December 1988 - April 1996
Skills
Leadership, Strategic Planning, Real Estate, Project Planning, Retail, Executive Management, Purchasing, Security, Leases, Construction, Management Consulting, Facilities Management, Strategy, Business Strategy, Leadership Development, Change Management, Team Building, Coaching, Organizational..., Program Management, Parenting, Entrepreneurship
Education
Ramapo College of New Jersey 1983 — 1987
BS, business management
Paul Zajac's Paine Webber Experience July 1996 - July 2000
Job Senior Technology Leader
Industry Investment Management
Experience
Credit Suisse May 2012 - Present
AIG January 2010 - March 2012
Z Partners LLC January 2009 - January 2010
Lennox Holdings Limited February 2008 - December 2008
MetLife Investments December 2001 - January 2008
OneBond LLC July 2000 - December 2001
Paine Webber July 1996 - July 2000
BlackRock March 1995 - July 1996
Lehman Brothers 1992 - 1995
Skills
IT Strategy, Risk Management, Vendor Management, Portfolio Management, Fixed Income, Financial Services, Asset Managment, Mergers, Insurance, Business Intelligence, Project Planning, Equities, CIOs, Financial Risk, Capital Markets, Derivatives, Project Portfolio..., Mergers & Acquisitions, Trading, Asset Management, Securities, Investments, Hedge Funds, Leadership, Electronic Trading, Executive Management, Options, Trading Systems, SDLC, Strategy, Financial Markets, Business Analysis, Start-ups, PMO, Alternative Investments, Enterprise Risk..., Management, Banking, Integration, Governance, Private Equity, Consulting, Investment Banking, Wealth Management, Market Data, Mutual Funds, Financial Modeling, Emerging Markets, Information Technology
Education
Rensselaer Polytechnic Institute 1985 — 1989
Credit Suisse May 2012 - Present
AIG January 2010 - March 2012
Z Partners LLC January 2009 - January 2010
Lennox Holdings Limited February 2008 - December 2008
MetLife Investments December 2001 - January 2008
OneBond LLC July 2000 - December 2001
Paine Webber July 1996 - July 2000
BlackRock March 1995 - July 1996
Lehman Brothers 1992 - 1995
Skills
IT Strategy, Risk Management, Vendor Management, Portfolio Management, Fixed Income, Financial Services, Asset Managment, Mergers, Insurance, Business Intelligence, Project Planning, Equities, CIOs, Financial Risk, Capital Markets, Derivatives, Project Portfolio..., Mergers & Acquisitions, Trading, Asset Management, Securities, Investments, Hedge Funds, Leadership, Electronic Trading, Executive Management, Options, Trading Systems, SDLC, Strategy, Financial Markets, Business Analysis, Start-ups, PMO, Alternative Investments, Enterprise Risk..., Management, Banking, Integration, Governance, Private Equity, Consulting, Investment Banking, Wealth Management, Market Data, Mutual Funds, Financial Modeling, Emerging Markets, Information Technology
Education
Rensselaer Polytechnic Institute 1985 — 1989
Deana Cocozza Mullaney Deana Cocozza Mullaney's Paine Webber Experience 1992 - 1995
Job Entrepreneur
Industry Consumer Goods
Experience
Arbonne International 2008 - Present
L'Oreal 1995 - 2005
Redken 1995 - 1997
Paine Webber 1992 - 1995
Nabisco 1991 - 1992
Skills
Skin Care, Cosmetics, Beauty Industry, Consumer Products, Personal Care, Retail, Fashion, Merchandising, Nutrition, Wellness, Makeup Artistry, Lifestyle, Styling, Brand Management, Forecasting, Small Business, Entrepreneurship, Fragrance, Home Based Business, Business Planning, Marketing, Supplements, Strategic Planning, New Business Development, Marketing Strategy, Wellness Coaching, Personal Development, Direct Sales, Motivational Speaking, Cross-functional Team..., Spa, Coaching, Sales, Event Planning, Social Networking, Network Marketing, Team Building, Advertising, Budgets, Customer Service, Fitness, Holistic Health, Leadership, Leadership Development, Management, Public Speaking, Sales Management, Social Media Marketing, Strategy, Training
Education
Pace University 1989 — 1992
BBA, Economics
Pace University - Lubin School of Business 1989 — 1992
BBA, Economics
St Ambrose school
Arbonne International 2008 - Present
L'Oreal 1995 - 2005
Redken 1995 - 1997
Paine Webber 1992 - 1995
Nabisco 1991 - 1992
Skills
Skin Care, Cosmetics, Beauty Industry, Consumer Products, Personal Care, Retail, Fashion, Merchandising, Nutrition, Wellness, Makeup Artistry, Lifestyle, Styling, Brand Management, Forecasting, Small Business, Entrepreneurship, Fragrance, Home Based Business, Business Planning, Marketing, Supplements, Strategic Planning, New Business Development, Marketing Strategy, Wellness Coaching, Personal Development, Direct Sales, Motivational Speaking, Cross-functional Team..., Spa, Coaching, Sales, Event Planning, Social Networking, Network Marketing, Team Building, Advertising, Budgets, Customer Service, Fitness, Holistic Health, Leadership, Leadership Development, Management, Public Speaking, Sales Management, Social Media Marketing, Strategy, Training
Education
Pace University 1989 — 1992
BBA, Economics
Pace University - Lubin School of Business 1989 — 1992
BBA, Economics
St Ambrose school
Raymond Farrington Raymond Farrington's Paine Webber Experience 1975 - 1980
Job Experienced Facilities Manager
Industry Facilities Services
Experience
Interactive Data August 1999 - January 2011
Thomson Financial 1990 - 1999
Bond Investors Guaranty 1986 - 1990
Bradford Trust Company 1980 - 1986
Paine Webber 1975 - 1980
Skills
Operations Management, Budgets, Contract Management, Management, Facilities Management, Project Planning, Contract Negotiation, Change Management, Customer Service, Program Management, Administration, Negotiation, Employee Relations, Risk Management, Human Resources, System Administration, Procurement, Disaster Recovery, Team Building, Process Improvement, Vendor Management, Security, Policy, Access, Leadership, Team Leadership, Project Management, Strategic Planning, Outlook, Time Management, Business Analysis, Purchasing
Education
Pace University - Lubin School of Business 1972 — 1979
BBA, Accounting, Business Management
Interactive Data August 1999 - January 2011
Thomson Financial 1990 - 1999
Bond Investors Guaranty 1986 - 1990
Bradford Trust Company 1980 - 1986
Paine Webber 1975 - 1980
Skills
Operations Management, Budgets, Contract Management, Management, Facilities Management, Project Planning, Contract Negotiation, Change Management, Customer Service, Program Management, Administration, Negotiation, Employee Relations, Risk Management, Human Resources, System Administration, Procurement, Disaster Recovery, Team Building, Process Improvement, Vendor Management, Security, Policy, Access, Leadership, Team Leadership, Project Management, Strategic Planning, Outlook, Time Management, Business Analysis, Purchasing
Education
Pace University - Lubin School of Business 1972 — 1979
BBA, Accounting, Business Management
Joe Edden's Paine Webber Experience May 1991 - April 1992
Job Owner, Mainway Telecom, Inc. Business Telephone Systems
Industry Telecommunications
Experience
Mainway Telecom 2002 - Present
CT Networks May 1992 - September 2002
Paine Webber May 1991 - April 1992
Skills
VoIP, Telecommunications, Managed Services, Unified Communications, Sales Management, Cisco Technologies, New Business Development, Wireless, Disaster Recovery, Troubleshooting, Customer Service, Cloud Computing, Call Center, Direct Sales, Security, Switches, Virtualization, MPLS, IP, Microsoft Office, Selling, Call Centers, Networking, Data Center, SIP, Avaya, Solution Selling, Sales, Telephony
Education
St. Anthony's High School 1987 — 1991
Regis University
Mainway Telecom 2002 - Present
CT Networks May 1992 - September 2002
Paine Webber May 1991 - April 1992
Skills
VoIP, Telecommunications, Managed Services, Unified Communications, Sales Management, Cisco Technologies, New Business Development, Wireless, Disaster Recovery, Troubleshooting, Customer Service, Cloud Computing, Call Center, Direct Sales, Security, Switches, Virtualization, MPLS, IP, Microsoft Office, Selling, Call Centers, Networking, Data Center, SIP, Avaya, Solution Selling, Sales, Telephony
Education
St. Anthony's High School 1987 — 1991
Regis University
Cheryl Boone-McCrae Cheryl Boone-McCrae's Paine Webber Experience August 1986 - October 1990
Job Assistant to the Chief Marketing Officer at CEB
Industry Research
Experience
CEB October 2005 - Present
Independent Contractor August 2002 - October 2005
American Home Shield January 1997 - July 2002
TeleCheck October 1990 - January 1996
Paine Webber August 1986 - October 1990
Skills
Data Analysis, Business Development, Management Consulting, Market Research, Analytics, Business Strategy, Strategy, Salesforce.com, Financial Modeling, Strategic Planning, Leadership, Competitive Analysis, Strategic Partnerships, Marketing Strategy, Benchmarking
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Economics
Ossining High School
Ossining High School
CEB October 2005 - Present
Independent Contractor August 2002 - October 2005
American Home Shield January 1997 - July 2002
TeleCheck October 1990 - January 1996
Paine Webber August 1986 - October 1990
Skills
Data Analysis, Business Development, Management Consulting, Market Research, Analytics, Business Strategy, Strategy, Salesforce.com, Financial Modeling, Strategic Planning, Leadership, Competitive Analysis, Strategic Partnerships, Marketing Strategy, Benchmarking
Education
Rutgers University-New Brunswick 1981 — 1985
BA, Economics
Ossining High School
Ossining High School
Lisa Coash Lisa Coash's Paine Webber Experience 1989 - 2001
Job Currently looking for a new position
Industry Financial Services
Experience
Circle Advisers, Inc. January 2014 - Present
Paine Webber 1989 - 2001
Skills
Finance, Management, Portfolio Management, Series 63, Investments, Mutual Funds, Asset Management, Alternative Investments, Sales Management, Hedge Funds, Equities, Recruiting
Education
Northeastern University
Associate's Degree, Business Administration and Management, General
Circle Advisers, Inc. January 2014 - Present
Paine Webber 1989 - 2001
Skills
Finance, Management, Portfolio Management, Series 63, Investments, Mutual Funds, Asset Management, Alternative Investments, Sales Management, Hedge Funds, Equities, Recruiting
Education
Northeastern University
Associate's Degree, Business Administration and Management, General
Evan Ignall's Paine Webber Experience 1991 - 1994
Job CCO & Compliance Consultant
Industry Financial Services
Experience
ETICON LLC July 2015 - Present
International KBR Finance LLC February 2013 - Present
Samsung Securities (America), Inc. June 2014 - Present
Regulatory Compliance, LLC March 2014 - Present
SDDCO Regulatory Services January 2006 - February 2014
Citigroup Corporate & Investment Bank 2004 - 2005
Buchanan Associates 1998 - 2004
New York Institute of Finance 1998 - 2003
Securities Training Corporation 1995 - 1998
Paine Webber 1991 - 1994
Skills
Series 24, Series 27, Series 7, SIFMA Compliance &..., NSCP, FINRA Industry..., FINRA, Capital Markets, Trading, Risk Management, Hedge Funds, Securities, Training, Equities, Broker-Dealer, Banking, Investments, Series 63, Alternative Investments, Financial Services, Regulatory Compliance, Securities Regulation, Investment Banking, Financial Regulation, AML, SEC, Fixed Income, Leadership, Investment Advisory, Management, Civil Society, Mutual Funds, Program Management, Asset Management, Financial Risk, CRM, Equity Trading, Options
Education
Stevens Institute of Technology 1992 — 1995
MS, I/O Psychology
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA, Psychology
Franklin HS
Franklin HS
ETICON LLC July 2015 - Present
International KBR Finance LLC February 2013 - Present
Samsung Securities (America), Inc. June 2014 - Present
Regulatory Compliance, LLC March 2014 - Present
SDDCO Regulatory Services January 2006 - February 2014
Citigroup Corporate & Investment Bank 2004 - 2005
Buchanan Associates 1998 - 2004
New York Institute of Finance 1998 - 2003
Securities Training Corporation 1995 - 1998
Paine Webber 1991 - 1994
Skills
Series 24, Series 27, Series 7, SIFMA Compliance &..., NSCP, FINRA Industry..., FINRA, Capital Markets, Trading, Risk Management, Hedge Funds, Securities, Training, Equities, Broker-Dealer, Banking, Investments, Series 63, Alternative Investments, Financial Services, Regulatory Compliance, Securities Regulation, Investment Banking, Financial Regulation, AML, SEC, Fixed Income, Leadership, Investment Advisory, Management, Civil Society, Mutual Funds, Program Management, Asset Management, Financial Risk, CRM, Equity Trading, Options
Education
Stevens Institute of Technology 1992 — 1995
MS, I/O Psychology
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BA, Psychology
Franklin HS
Franklin HS
Frank Fedziuk Frank Fedziuk's Paine Webber Experience December 1994 - March 1997
Job Retired Senior Sales Trader
Industry Financial Services
Experience
The Interstate Group August 2002 - Present
ABN AMRO Securities March 1997 - March 2002
Paine Webber December 1994 - March 1997
Skills
Equities, Trading, Bloomberg, Series 7, Investments, Securities, Derivatives, Equity Trading, Financial Markets
Education
Queensborough Community College 1969 — 1972
John Adams H. S. Queens , N.Y. 1958 — 1963
The Interstate Group August 2002 - Present
ABN AMRO Securities March 1997 - March 2002
Paine Webber December 1994 - March 1997
Skills
Equities, Trading, Bloomberg, Series 7, Investments, Securities, Derivatives, Equity Trading, Financial Markets
Education
Queensborough Community College 1969 — 1972
John Adams H. S. Queens , N.Y. 1958 — 1963
Mark P. Wendrychowicz Mark P. Wendrychowicz's Paine Webber Experience November 1993 - November 1995
Job District Manager Private Equity at ADP
Industry Financial Services
Experience
ADP January 2014 - Present
UBS Wealth Management January 2004 - December 2013
BNP Paribas April 2000 - January 2004
CIBC World Markets November 1995 - April 2000
Paine Webber November 1993 - November 1995
Skills
Project Management, Microsoft Office, Communication Skills, Series 7, Equities, Analysis, Wealth Management, Financial Analysis, Financial Services, New Business Development, Business Development, Event Planning, Organizational Structure, Relationship Management, Wealth Management..., Sales, Organizational Skills, Six Sigma - White Belt..., Program Management, Management, Due Diligence
Education
ACG University New York - Fordham University 2015 — 2015
M&A Educational Program Private Equity Dealmaking in the Middle Market, Private Equity
Ramapo College of New Jersey 1988 — 1993
Bachelor of Science, Business Administration with a concentration in Economics
Mahwah High School 1984 — 1988
ADP January 2014 - Present
UBS Wealth Management January 2004 - December 2013
BNP Paribas April 2000 - January 2004
CIBC World Markets November 1995 - April 2000
Paine Webber November 1993 - November 1995
Skills
Project Management, Microsoft Office, Communication Skills, Series 7, Equities, Analysis, Wealth Management, Financial Analysis, Financial Services, New Business Development, Business Development, Event Planning, Organizational Structure, Relationship Management, Wealth Management..., Sales, Organizational Skills, Six Sigma - White Belt..., Program Management, Management, Due Diligence
Education
ACG University New York - Fordham University 2015 — 2015
M&A Educational Program Private Equity Dealmaking in the Middle Market, Private Equity
Ramapo College of New Jersey 1988 — 1993
Bachelor of Science, Business Administration with a concentration in Economics
Mahwah High School 1984 — 1988
Cheryl Adams McAuliffe Cheryl Adams McAuliffe's Paine Webber Experience 1981 - 1982
Job Licensed Salesperson at Coach Realtors
Industry Real Estate
Experience
Coach Realtors November 2002 - Present
Fidelity Investments Institutional Services 1982 - 1995
Paine Webber 1981 - 1982
Moseley,Hallgarten,Estabrook and Weeden April 1979 - May 1980
State St. Management & Research July 1978 - April 1979
Skills
Buyer Representation, Seller Representation, First Time Buyers, Real Estate Transactions, Investment Properties, Selling, National Association of..., Sales, Waterfront, ABR, Buyers, e-PRO, Relocation Buyers, Seniors, Social Media Marketing, Corporate Relocation, New Home Sales, Investments, Townhomes, Luxury, REO, Council of Residential..., Leases, Residential Homes, Listings, Real Property, Condos, Single Family Homes, Rentals, Real Estate, Sellers, Relocation, Referrals, Marketing, First Time Home Buyers
Education
Salve Regina University 1975 — 1978
BS, Business Administration
Coach Realtors November 2002 - Present
Fidelity Investments Institutional Services 1982 - 1995
Paine Webber 1981 - 1982
Moseley,Hallgarten,Estabrook and Weeden April 1979 - May 1980
State St. Management & Research July 1978 - April 1979
Skills
Buyer Representation, Seller Representation, First Time Buyers, Real Estate Transactions, Investment Properties, Selling, National Association of..., Sales, Waterfront, ABR, Buyers, e-PRO, Relocation Buyers, Seniors, Social Media Marketing, Corporate Relocation, New Home Sales, Investments, Townhomes, Luxury, REO, Council of Residential..., Leases, Residential Homes, Listings, Real Property, Condos, Single Family Homes, Rentals, Real Estate, Sellers, Relocation, Referrals, Marketing, First Time Home Buyers
Education
Salve Regina University 1975 — 1978
BS, Business Administration
samuel katchen samuel katchen's Paine Webber Experience 1988 - 1996
Job money management at self
Industry Financial Services
Experience
Self-Employed 2005 - 2014
Salomon-Smith-Barney 1996 - 2004
Paine Webber 1988 - 1996
Merrill Lynch 1981 - 1988
Skills
Finance, Investments, Wealth Management, Retirement Planning
Education
Rutgers, The State University of New Jersey-Newark 1964 — 1969
Bachelor's degree, History/English
Self-Employed 2005 - 2014
Salomon-Smith-Barney 1996 - 2004
Paine Webber 1988 - 1996
Merrill Lynch 1981 - 1988
Skills
Finance, Investments, Wealth Management, Retirement Planning
Education
Rutgers, The State University of New Jersey-Newark 1964 — 1969
Bachelor's degree, History/English
Roy Sokolowski's Paine Webber Experience 1986 - 1990
Job CEO and Investment Manager at WestView Investment Advisors
Industry Investment Management
Experience
WestView Investment Advisors January 2013 - Present
Sokolowski Investment Advisors January 1998 - December 2012
Merrill Lynch 1990 - 1998
Paine Webber 1986 - 1990
Skills
Investment Strategies, Portfolio Management, Investment Management, Investments, Wealth Management, Equities, Asset Allocation, Asset Managment, Investment Advisory, Fixed Income, Mutual Funds, Bonds, Small Business, Strategic Financial..., Managed Funds, Pensions, Finance, Financial Advisory, Retirement, Financial Markets, Securities, Retirement Planning, Personal Finance, Emerging Markets, Options, ETFs, Series 63, Estate Planning, Series 7, Venture Capital, Fixed Annuities, Investor Relations, Electronic Trading, 401k, Active Portfolio...
Education
University of Vermont 1976 — 1979
BS, Agriculture
Purdue University 1975 — 1976
Agriculture
WestView Investment Advisors January 2013 - Present
Sokolowski Investment Advisors January 1998 - December 2012
Merrill Lynch 1990 - 1998
Paine Webber 1986 - 1990
Skills
Investment Strategies, Portfolio Management, Investment Management, Investments, Wealth Management, Equities, Asset Allocation, Asset Managment, Investment Advisory, Fixed Income, Mutual Funds, Bonds, Small Business, Strategic Financial..., Managed Funds, Pensions, Finance, Financial Advisory, Retirement, Financial Markets, Securities, Retirement Planning, Personal Finance, Emerging Markets, Options, ETFs, Series 63, Estate Planning, Series 7, Venture Capital, Fixed Annuities, Investor Relations, Electronic Trading, 401k, Active Portfolio...
Education
University of Vermont 1976 — 1979
BS, Agriculture
Purdue University 1975 — 1976
Agriculture
Michael De Voe Michael De Voe's Paine Webber Experience September 1990 - February 1992
Job Director, Shareholder Correspondence, BCIS Transfer Agency Services Group
Industry Financial Services
Experience
Broadridge October 2011 - Present
MetLife January 2010 - April 2011
AXA Equitable July 2007 - December 2009
Merrill Lynch October 2006 - July 2007
Merrill Lynch August 2005 - October 2006
Merrill Lynch March 2004 - August 2005
Paine Webber September 1990 - February 1992
Skills
Cross-functional Team..., Change Management, Business Process..., Process Improvement, Risk Management, Strategy, Project Management, Leadership, Strategic Planning, Management, Business Process, Program Management, Six Sigma, Data Analysis, Analysis, Training, Business Transformation, Coaching
Education
Rider University 1992 — 1994
Bachelor of Science (BS), Economics
Rider University 1991 — 1994
BS, Economics
Broadridge October 2011 - Present
MetLife January 2010 - April 2011
AXA Equitable July 2007 - December 2009
Merrill Lynch October 2006 - July 2007
Merrill Lynch August 2005 - October 2006
Merrill Lynch March 2004 - August 2005
Paine Webber September 1990 - February 1992
Skills
Cross-functional Team..., Change Management, Business Process..., Process Improvement, Risk Management, Strategy, Project Management, Leadership, Strategic Planning, Management, Business Process, Program Management, Six Sigma, Data Analysis, Analysis, Training, Business Transformation, Coaching
Education
Rider University 1992 — 1994
Bachelor of Science (BS), Economics
Rider University 1991 — 1994
BS, Economics
Renee Hudak Renee Hudak's Paine Webber Experience 1993 - 2000
Job Admissions Department at The College of New Rochelle
Industry Public Relations and Communications
Experience
The College of New Rochelle July 2013 - Present
various publications 2010 - Present
Woodbury Center for HealthCare 2012 - 2013
American Diabetes Association 2009 - 2010
NYC Department of Education 2001 - 2008
Paine Webber 1993 - 2000
BNP Paribas 1985 - 1993
Skills
Marketing Communications, Fundraising, Community Outreach, Training, Event Planning, New Business Development, Publishing, Volunteer Management, Leadership, Public Speaking, Marketing Strategy, Management, Marketing, Interviews, Event Management
Education
City University of New York-Queens College
MS, Education
College of New Rochelle
BA, Economics, Liberal Arts
Pace University - Lubin School of Business
MS, Finance
The College of New Rochelle July 2013 - Present
various publications 2010 - Present
Woodbury Center for HealthCare 2012 - 2013
American Diabetes Association 2009 - 2010
NYC Department of Education 2001 - 2008
Paine Webber 1993 - 2000
BNP Paribas 1985 - 1993
Skills
Marketing Communications, Fundraising, Community Outreach, Training, Event Planning, New Business Development, Publishing, Volunteer Management, Leadership, Public Speaking, Marketing Strategy, Management, Marketing, Interviews, Event Management
Education
City University of New York-Queens College
MS, Education
College of New Rochelle
BA, Economics, Liberal Arts
Pace University - Lubin School of Business
MS, Finance
Joseph Gaynor III Joseph Gaynor III's Paine Webber Experience March 1987 - March 1990
Job President and Chief Executive Officer at Ritchie Court Holdings
Industry Financial Services
Experience
Self-employed President and Chief Executive OfficerRitchie Court HoldingsJanuary 2008 - Present
Goss International September 1998 - December 2008
The Sun-Times Company September 1990 - June 1994
Paine Webber March 1987 - March 1990
UHS March 1983 - March 1987
Merrill Lynch September 1974 - March 1983
Skills
Mergers & Acquisitions, Corporate Finance, Managerial Finance, Investment Banking, Private Equity, Portfolio Management, Leadership, Investments, Financial Analysis, Process Improvement, Finance, Restructuring, Turnaround Specialist, Financial Modeling
Education
University of Pennsylvania 1970 — 1974
Doctor of Law (JD) MBA
Princeton University 1966 — 1970
BSE
Self-employed President and Chief Executive OfficerRitchie Court HoldingsJanuary 2008 - Present
Goss International September 1998 - December 2008
The Sun-Times Company September 1990 - June 1994
Paine Webber March 1987 - March 1990
UHS March 1983 - March 1987
Merrill Lynch September 1974 - March 1983
Skills
Mergers & Acquisitions, Corporate Finance, Managerial Finance, Investment Banking, Private Equity, Portfolio Management, Leadership, Investments, Financial Analysis, Process Improvement, Finance, Restructuring, Turnaround Specialist, Financial Modeling
Education
University of Pennsylvania 1970 — 1974
Doctor of Law (JD) MBA
Princeton University 1966 — 1970
BSE
Joseph Scheurer Joseph Scheurer's Paine Webber Experience 1993 - 1996
Job Sales Director at Victory Capital
Industry Financial Services
Experience
Victory Capital Management October 2014 - Present
Prudential Financial September 2008 - September 2014
MFS Investment Management 2006 - 2008
Nationwide Insurance 2002 - 2006
CitiStreet 2000 - 2002
CitiStreet 1996 - 2000
Paine Webber 1993 - 1996
Paine Webber 1989 - 1993
Skills
Business Planning, Team Building, Employee Benefits, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Series 7, Wealth Management, Fixed Annuities, Investments, Retirement Planning, Financial Services, Relationship Management, Mutual Funds, Sales Management, Insurance, 401k, Series 6, Asset Allocation, Alternative Investments, FINRA, Investment Strategies, Variable Annuities, Securities, Series 65, Financial Planning
Education
St. Peter's College
Bachelor of Science, Business Administration and Management, General
St. Peter's Prep
Victory Capital Management October 2014 - Present
Prudential Financial September 2008 - September 2014
MFS Investment Management 2006 - 2008
Nationwide Insurance 2002 - 2006
CitiStreet 2000 - 2002
CitiStreet 1996 - 2000
Paine Webber 1993 - 1996
Paine Webber 1989 - 1993
Skills
Business Planning, Team Building, Employee Benefits, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Series 7, Wealth Management, Fixed Annuities, Investments, Retirement Planning, Financial Services, Relationship Management, Mutual Funds, Sales Management, Insurance, 401k, Series 6, Asset Allocation, Alternative Investments, FINRA, Investment Strategies, Variable Annuities, Securities, Series 65, Financial Planning
Education
St. Peter's College
Bachelor of Science, Business Administration and Management, General
St. Peter's Prep
Douglas L Meyer, CFP® Douglas L Meyer, CFP®'s Paine Webber Experience August 1984 - May 1994
Job Managing Director Investments at Cooper Meyer Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Cooper Meyer Wealth Management Group of Wells Fargo Advisors May 1994 - Present
Paine Webber August 1984 - May 1994
Skills
Financial Services, Securities, 401(k) Rollovers, Fixed-Income Strategies, Investment Planning, Investment Strategies, Retirement-plan..., Retirement Planning, Retirement Savings
Education
University of Illinois College of Law 1979 — 1982
Doctor of Law (J.D.), Law
Rutgers University 1975 — 1979
Bachelor's degree, Accounting and Business/Management
Cooper Meyer Wealth Management Group of Wells Fargo Advisors May 1994 - Present
Paine Webber August 1984 - May 1994
Skills
Financial Services, Securities, 401(k) Rollovers, Fixed-Income Strategies, Investment Planning, Investment Strategies, Retirement-plan..., Retirement Planning, Retirement Savings
Education
University of Illinois College of Law 1979 — 1982
Doctor of Law (J.D.), Law
Rutgers University 1975 — 1979
Bachelor's degree, Accounting and Business/Management
Gene Pesci Gene Pesci's Paine Webber Experience January 1986 - September 2000
Job Senior Vice President Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Deutsche Bank October 2000 - March 2010
Paine Webber January 1986 - September 2000
Education
Pace University
Fidelity Investments March 2010 - Present
Deutsche Bank October 2000 - March 2010
Paine Webber January 1986 - September 2000
Education
Pace University
Bill Tsotsos Bill Tsotsos's Paine Webber Experience January 1991 - August 1996
Job "Business Coach and Consultant for CPAs and Other Advisers"
Industry Accounting
Experience
BD Consultants January 2011 - Present
Life Insurance Buyers, Inc. 2003 - 2009
Self employed independent business consultant February 2002 - March 2003
American National Life Insurance Co, January 2001 - January 2002
A.G.Edwards August 1996 - January 2001
Paine Webber January 1991 - August 1996
More Than Just Taxes April 1984 - December 1990
Wavetek April 1982 - April 1984
PepsiCo February 1980 - April 1982
Touche Ross January 1977 - January 1980
Skills
Small Business, Strategy, Business Planning, Business Development, Strategic Planning, Management, Management Consulting, Consulting, Leadership, Finance, Entrepreneurship, Marketing, Financial Planning, Strategic Partnerships, Strategic Financial..., Accounting, Mergers & Acquisitions, New Business Development, Business Strategy, Connector, Executive Management, Sales Operations, Executive Coaching, Coaching, CPA
Education
Penn State University 1973 — 1975
Bachelor's Degree, Business Administration - Finance Degree
The Pennsylvania State University
Bachelor's Degree, Finance
BD Consultants January 2011 - Present
Life Insurance Buyers, Inc. 2003 - 2009
Self employed independent business consultant February 2002 - March 2003
American National Life Insurance Co, January 2001 - January 2002
A.G.Edwards August 1996 - January 2001
Paine Webber January 1991 - August 1996
More Than Just Taxes April 1984 - December 1990
Wavetek April 1982 - April 1984
PepsiCo February 1980 - April 1982
Touche Ross January 1977 - January 1980
Skills
Small Business, Strategy, Business Planning, Business Development, Strategic Planning, Management, Management Consulting, Consulting, Leadership, Finance, Entrepreneurship, Marketing, Financial Planning, Strategic Partnerships, Strategic Financial..., Accounting, Mergers & Acquisitions, New Business Development, Business Strategy, Connector, Executive Management, Sales Operations, Executive Coaching, Coaching, CPA
Education
Penn State University 1973 — 1975
Bachelor's Degree, Business Administration - Finance Degree
The Pennsylvania State University
Bachelor's Degree, Finance
David Archer David Archer's Paine Webber Experience 1994 - 1997
Job Senior Investment Management Distribution Executive
Industry Financial Services
Experience
Investment Management Consultants Association (IMCA) January 2010 - Present
AMG Funds October 2012 - November 2014
Nuveen Investments April 2011 - August 2012
Charles Schwab August 2006 - April 2011
Prudential Financial March 1997 - December 2005
Paine Webber 1994 - 1997
Skills
Series 7, Series 63, FINRA, Mutual Funds, Series 24, CIMA, AIFA, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Investment Strategies, Investment Advisory, Securities, Investment Management, Financial Services, Hedge Funds, Portfolio Management, Morningstar
Education
San Francisco State University
MBA
University of Michigan
BA, Philosopy
Investment Management Consultants Association (IMCA) January 2010 - Present
AMG Funds October 2012 - November 2014
Nuveen Investments April 2011 - August 2012
Charles Schwab August 2006 - April 2011
Prudential Financial March 1997 - December 2005
Paine Webber 1994 - 1997
Skills
Series 7, Series 63, FINRA, Mutual Funds, Series 24, CIMA, AIFA, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Investment Strategies, Investment Advisory, Securities, Investment Management, Financial Services, Hedge Funds, Portfolio Management, Morningstar
Education
San Francisco State University
MBA
University of Michigan
BA, Philosopy
Eugene Koysman Eugene Koysman's Paine Webber Experience June 1999 - August 2000
Job Vice President at Barclays (Equity Research / U.S. Banks)
Industry Research
Experience
Barclays Investment Bank October 2014 - Present
Evercore Partners July 2010 - October 2014
Macquarie Bank December 2009 - June 2010
Fox-Pitt Kelton June 2008 - November 2009
Kaufman Bros. March 2008 - June 2008
New York Private Bank & Trust FSB January 2005 - March 2008
Federated Investors August 2000 - January 2005
Paine Webber June 1999 - August 2000
Skills
Mergers, Competitive Analysis, Equity Research, Valuation, Asset Managment, Investment Research, Bloomberg, Financial Modeling, Capital Markets, Equities, Hedge Funds, Series 7, Investment Banking, Private Equity, Equity Valuation, Investments, Financial Analysis, DCF, Investment Management, Securities, Financial Statement..., Financial Markets, Value Investing, Investment Strategies, Fundamental Analysis, Financial Research, Sell Side, Mutual Funds, Asset Management, Bonds, Corporate Finance, Banking, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Management
Pace University 1996 — 2000
BBA, Finance
Barclays Investment Bank October 2014 - Present
Evercore Partners July 2010 - October 2014
Macquarie Bank December 2009 - June 2010
Fox-Pitt Kelton June 2008 - November 2009
Kaufman Bros. March 2008 - June 2008
New York Private Bank & Trust FSB January 2005 - March 2008
Federated Investors August 2000 - January 2005
Paine Webber June 1999 - August 2000
Skills
Mergers, Competitive Analysis, Equity Research, Valuation, Asset Managment, Investment Research, Bloomberg, Financial Modeling, Capital Markets, Equities, Hedge Funds, Series 7, Investment Banking, Private Equity, Equity Valuation, Investments, Financial Analysis, DCF, Investment Management, Securities, Financial Statement..., Financial Markets, Value Investing, Investment Strategies, Fundamental Analysis, Financial Research, Sell Side, Mutual Funds, Asset Management, Bonds, Corporate Finance, Banking, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Management
Pace University 1996 — 2000
BBA, Finance
Ron Solebello Ron Solebello's Paine Webber Experience January 1996 - January 1997
Job Retired Professional
Industry Management Consulting
Experience
Home Based Office January 2012 - Present
Crown Agents May 2012 - September 2012
Guidepoint Global June 2009 - January 2012
Solebello Consulting September 2009 - September 2011
KPMG Consulting and BearingPoint, Inc January 1997 - January 2009
Paine Webber January 1996 - January 1997
SeaLand Service, Inc. August 1968 - January 1996
Skills
Logistics, Customs, Maritime, Transportation, Business Process..., Requirements Analysis, 3PL, Policy, Team Management, Feasibility Studies, Modernization, Warehousing, Freight, Supply Chain, Freight Forwarding, Import/Export, Ports, Shipping, LTL, Ocean, Import, C-TPAT, Compliance, Transportation..., Customs Clearance, Intermodal, Business Analysis, Reverse Logistics, International Trade, Export, Truckload, International Logistics, Global Logistics, Maritime Security, Logistics Management, Senior Business Process..., Customs Regulations, Business Process..., Change Management, International Project..., Maritime Operations, Container Terminals, Containerization, Terminal Operations, Program Management, Management Consulting, Container, Business Development, Project Management, Leadership
Education
Rutgers University-New Brunswick 1974 — 1978
BS summe cum laude, Business Admin/Marketing
Home Based Office January 2012 - Present
Crown Agents May 2012 - September 2012
Guidepoint Global June 2009 - January 2012
Solebello Consulting September 2009 - September 2011
KPMG Consulting and BearingPoint, Inc January 1997 - January 2009
Paine Webber January 1996 - January 1997
SeaLand Service, Inc. August 1968 - January 1996
Skills
Logistics, Customs, Maritime, Transportation, Business Process..., Requirements Analysis, 3PL, Policy, Team Management, Feasibility Studies, Modernization, Warehousing, Freight, Supply Chain, Freight Forwarding, Import/Export, Ports, Shipping, LTL, Ocean, Import, C-TPAT, Compliance, Transportation..., Customs Clearance, Intermodal, Business Analysis, Reverse Logistics, International Trade, Export, Truckload, International Logistics, Global Logistics, Maritime Security, Logistics Management, Senior Business Process..., Customs Regulations, Business Process..., Change Management, International Project..., Maritime Operations, Container Terminals, Containerization, Terminal Operations, Program Management, Management Consulting, Container, Business Development, Project Management, Leadership
Education
Rutgers University-New Brunswick 1974 — 1978
BS summe cum laude, Business Admin/Marketing
Greg McStravick Greg McStravick's Paine Webber Experience February 1992 - February 1993
Job Global Enterprise Technology Business and Sales Leader
Industry Computer Software
Experience
SAP May 2014 - Present
SAP January 2013 - Present
SAP November 2007 - January 2013
SAP January 2007 - November 2007
SAP March 2005 - December 2006
SAP November 2002 - February 2005
Gartner February 2000 - September 2002
Xerox January 1996 - January 2000
Ernst & Young February 1993 - December 1995
Paine Webber February 1992 - February 1993
Education
Villanova University 1983 — 1987
Business, Finance- marketing
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, marketing
SAP May 2014 - Present
SAP January 2013 - Present
SAP November 2007 - January 2013
SAP January 2007 - November 2007
SAP March 2005 - December 2006
SAP November 2002 - February 2005
Gartner February 2000 - September 2002
Xerox January 1996 - January 2000
Ernst & Young February 1993 - December 1995
Paine Webber February 1992 - February 1993
Education
Villanova University 1983 — 1987
Business, Finance- marketing
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, marketing
John Burnside's Paine Webber Experience 1993 - 1998
Job Reinforcing our client's mission to build significant personal wealth and to help finance a better world.
Industry Financial Services
Experience
Burnside Capital Management February 2004 - Present
Charles Schwab 1998 - 2003
Paine Webber 1993 - 1998
Skills
Investments, Entrepreneurship, Strategic Financial..., Portfolio Management, Asset Management, Financial Services, Financial Advisory, Emerging Markets, Financial Modeling, Equities, Financial Planning, Financial Analysis, Investment Advisory, Public Speaking, Management
Education
Portland State University - School of Business 1988 — 1993
Business, Business
Sherwood High School 1987 — 1988
High School
Central Catholic High School 1984 — 1986
High School
Burnside Capital Management February 2004 - Present
Charles Schwab 1998 - 2003
Paine Webber 1993 - 1998
Skills
Investments, Entrepreneurship, Strategic Financial..., Portfolio Management, Asset Management, Financial Services, Financial Advisory, Emerging Markets, Financial Modeling, Equities, Financial Planning, Financial Analysis, Investment Advisory, Public Speaking, Management
Education
Portland State University - School of Business 1988 — 1993
Business, Business
Sherwood High School 1987 — 1988
High School
Central Catholic High School 1984 — 1986
High School
Abel A. Ramos Abel A. Ramos's Paine Webber Experience June 1991 - January 1996
Job Financial Advisor/Branch Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 1996 - Present
Paine Webber June 1991 - January 1996
Skills
Retirement Planning, Wealth Management, Estate Planning, Asset Management, Asset Managment
Education
Sacred Heart University
Bachelor of Science, Finance
Raymond James Financial Inc. January 1996 - Present
Paine Webber June 1991 - January 1996
Skills
Retirement Planning, Wealth Management, Estate Planning, Asset Management, Asset Managment
Education
Sacred Heart University
Bachelor of Science, Finance
Phil Friedman Phil Friedman's Paine Webber Experience 1990 - 1990
Job Senior Advisor (Head of Aerospace and Defense Advisory)
Industry Financial Services
Experience
Permanens Capital September 2013 - Present
Perella Weinberg Partners February 2013 - Present
Perella Weinberg Partners January 2010 - February 2013
Perella Weinberg Partners January 2008 - December 2009
Perella Weinberg Partners July 2006 - December 2007
BKF Capital Management (previously known as John Levin &Co) 2002 - 2006
Morgan Stanley Investment Management 1997 - 2002
Morgan Stanley 1995 - 1997
Morgan Stanley 1990 - 1995
Paine Webber 1990 - 1990
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Mergers, Mutual Funds, Risk Management, Buy-side, Sell Side, Business Development, Valuation, Alternative Investments, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Financial Analysis, Investments, Securities, Corporate Finance, Corporate Development, Due Diligence, Asset Allocation, Equity Valuation, Trading, Options, Investment Banking, Asset Management, Portfolio Management, Commodity, Venture Capital, Investment Strategies, Trading Systems, Mergers & Acquisitions, Derivatives, Fund Of Funds, IPO, M&A experience, Emerging Markets, LBO, Bloomberg Terminal, Financial Structuring, Funding, Fixed Income, Investor Relations, Equity Derivatives, Financial Advisory, Leveraged Finance, Structured Finance, Financial Services
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Finance and Health and Hospital Administration
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
BA, Economics
Permanens Capital September 2013 - Present
Perella Weinberg Partners February 2013 - Present
Perella Weinberg Partners January 2010 - February 2013
Perella Weinberg Partners January 2008 - December 2009
Perella Weinberg Partners July 2006 - December 2007
BKF Capital Management (previously known as John Levin &Co) 2002 - 2006
Morgan Stanley Investment Management 1997 - 2002
Morgan Stanley 1995 - 1997
Morgan Stanley 1990 - 1995
Paine Webber 1990 - 1990
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Mergers, Mutual Funds, Risk Management, Buy-side, Sell Side, Business Development, Valuation, Alternative Investments, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Financial Analysis, Investments, Securities, Corporate Finance, Corporate Development, Due Diligence, Asset Allocation, Equity Valuation, Trading, Options, Investment Banking, Asset Management, Portfolio Management, Commodity, Venture Capital, Investment Strategies, Trading Systems, Mergers & Acquisitions, Derivatives, Fund Of Funds, IPO, M&A experience, Emerging Markets, LBO, Bloomberg Terminal, Financial Structuring, Funding, Fixed Income, Investor Relations, Equity Derivatives, Financial Advisory, Leveraged Finance, Structured Finance, Financial Services
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Finance and Health and Hospital Administration
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
BA, Economics
Darren Merims Darren Merims's Paine Webber Experience 1986 - 1989
Job Relationship Manager / Financial Services
Industry Financial Services
Experience
D. Merims Consulting Corp. October 2011 - December 2013
Depository Trust & Clearing Corporation December 2005 - January 2011
Fidelity Investments (NFS) November 1994 - October 2002
Prudential Securities November 1989 - November 1994
Paine Webber 1986 - 1989
Bank of New York 1985 - 1986
Skills
Developing Client..., Managing Employees, Managing Processes, Effective Communicator, Customer Relations, Alternative Investments, Mutual Funds, Staff Development, New Business Development, Coaching, Outlook, Team Building, Public Speaking, Customer Service, Process Improvement, Management, Leadership, Business Development, Vendor Management, Securities, Financial Services, Strategic Partnerships, Risk Management, Account Management, Strategic Planning, Relationship Management, Banking, Trading, CRM, Back Office, Wealth Management, Funding, Settlement, Series 63
Education
Queens College 1980 — 1984
BA, Education
D. Merims Consulting Corp. October 2011 - December 2013
Depository Trust & Clearing Corporation December 2005 - January 2011
Fidelity Investments (NFS) November 1994 - October 2002
Prudential Securities November 1989 - November 1994
Paine Webber 1986 - 1989
Bank of New York 1985 - 1986
Skills
Developing Client..., Managing Employees, Managing Processes, Effective Communicator, Customer Relations, Alternative Investments, Mutual Funds, Staff Development, New Business Development, Coaching, Outlook, Team Building, Public Speaking, Customer Service, Process Improvement, Management, Leadership, Business Development, Vendor Management, Securities, Financial Services, Strategic Partnerships, Risk Management, Account Management, Strategic Planning, Relationship Management, Banking, Trading, CRM, Back Office, Wealth Management, Funding, Settlement, Series 63
Education
Queens College 1980 — 1984
BA, Education
Cristiano Leao Cristiano Leao's Paine Webber Experience 1999 - 2001
Job Executive Director at BTG Pactual
Industry Banking
Experience
BTG Pactual April 2012 - Present
Royal Bank of Scotland September 2009 - April 2012
BNP Paribas September 2007 - September 2009
UBS Investment Bank April 2003 - September 2007
FonteCindam 1989 - 2006
Caboto Intesa BCI 2000 - 2001
Paine Webber 1999 - 2001
Donaldson, Lufkin & Jenrette 1997 - 1998
Education
Pontifícia Universidade Católica do Rio de Janeiro 1988 — 1992
B.A., Engineering
Colégio de São Bento
BTG Pactual April 2012 - Present
Royal Bank of Scotland September 2009 - April 2012
BNP Paribas September 2007 - September 2009
UBS Investment Bank April 2003 - September 2007
FonteCindam 1989 - 2006
Caboto Intesa BCI 2000 - 2001
Paine Webber 1999 - 2001
Donaldson, Lufkin & Jenrette 1997 - 1998
Education
Pontifícia Universidade Católica do Rio de Janeiro 1988 — 1992
B.A., Engineering
Colégio de São Bento
Tracy Wellington Tracy Wellington's Paine Webber Experience 1983 - 1989
Job President at Wellington Capital Management, Inc
Industry Investment Management
Experience
Wellington Capital Management, Inc July 1996 - Present
Paine Webber 1983 - 1989
Education
Ohio Wesleyan University 1978 — 1982
BS, Economics, Politics & Government
The Peddie School 1974 — 1978
Wellington Capital Management, Inc July 1996 - Present
Paine Webber 1983 - 1989
Education
Ohio Wesleyan University 1978 — 1982
BS, Economics, Politics & Government
The Peddie School 1974 — 1978
Dorothy Leas, MBA / CPA Dorothy Leas, MBA / CPA's Paine Webber Experience 1985 - 1989
Job Principal Regulatory Coordinator at FINRA
Industry Financial Services
Experience
FINRA October 2010 - Present
Norman Technologies August 2010 - October 2010
The King's College September 2009 - May 2010
Bernstein Research 2004 - 2010
Sole Proprietorship 2003 - 2006
Culpepper & Associates 2001 - 2002
Dreyfus 1994 - 1999
Cowen and Company 1993 - 1994
Merrill Lynch 1989 - 1991
Paine Webber 1985 - 1989
Skills
Corporate Finance, Finance, Capital Markets, Banking, Mutual Funds, Forecasting, Treasury Management, Accounting, Due Diligence, Analysis, Risk Management, Capital Structure, Financial Institutions, Liquidity Management, Cash Management, Research, Auditing, Financial Accounting, Asset Management, Leadership, Loans, Budgets, Financial Systems, Management, Investment Banking, Financial Reporting, Strategic Planning, Public Speaking, Treasury, Project Management, Product Marketing, Process Improvement, Integration, Business Planning, Financial Analysis, Corporate Governance
Education
Penn State University
BS, Honors Accounting
University of Pennsylvania - The Wharton School
MBA, Corporate Finance
Westminster Theological Seminary
MAR, Urban Missions
FINRA October 2010 - Present
Norman Technologies August 2010 - October 2010
The King's College September 2009 - May 2010
Bernstein Research 2004 - 2010
Sole Proprietorship 2003 - 2006
Culpepper & Associates 2001 - 2002
Dreyfus 1994 - 1999
Cowen and Company 1993 - 1994
Merrill Lynch 1989 - 1991
Paine Webber 1985 - 1989
Skills
Corporate Finance, Finance, Capital Markets, Banking, Mutual Funds, Forecasting, Treasury Management, Accounting, Due Diligence, Analysis, Risk Management, Capital Structure, Financial Institutions, Liquidity Management, Cash Management, Research, Auditing, Financial Accounting, Asset Management, Leadership, Loans, Budgets, Financial Systems, Management, Investment Banking, Financial Reporting, Strategic Planning, Public Speaking, Treasury, Project Management, Product Marketing, Process Improvement, Integration, Business Planning, Financial Analysis, Corporate Governance
Education
Penn State University
BS, Honors Accounting
University of Pennsylvania - The Wharton School
MBA, Corporate Finance
Westminster Theological Seminary
MAR, Urban Missions
Jim Deese Jim Deese's Paine Webber Experience June 1992 - August 2000
Job President at JLD Capital Management LLC
Industry Financial Services
Experience
JLD Capital Management LLC August 2006 - Present
International Certifcation Services, Inc. 1996 - February 2014
Salomon Smith Barney August 2000 - August 2006
Paine Webber June 1992 - August 2000
Mercantile Food Company September 1990 - May 1992
American Consulting 1990 - 1990
JWT Group, Inc. February 1984 - December 1987
J Walter Thompson USA September 1980 - January 1984
Stepan Chemical Company March 1979 - September 1980
Alladin Industires, Inc. December 1977 - October 1978
Skills
Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investments, Asset Management, Mutual Funds
Education
University of Delaware 1972 — 1974
MBA, Finance
Penn State University 1962 — 1966
BS, Science
JLD Capital Management LLC August 2006 - Present
International Certifcation Services, Inc. 1996 - February 2014
Salomon Smith Barney August 2000 - August 2006
Paine Webber June 1992 - August 2000
Mercantile Food Company September 1990 - May 1992
American Consulting 1990 - 1990
JWT Group, Inc. February 1984 - December 1987
J Walter Thompson USA September 1980 - January 1984
Stepan Chemical Company March 1979 - September 1980
Alladin Industires, Inc. December 1977 - October 1978
Skills
Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investments, Asset Management, Mutual Funds
Education
University of Delaware 1972 — 1974
MBA, Finance
Penn State University 1962 — 1966
BS, Science
C. William Katz C. William Katz's Paine Webber Experience 1996 - 1998
Job President at Katz Group Properties
Industry Real Estate
Experience
Katz Group Properties November 2003 - Present
M & T Bank 1998 - 2003
Paine Webber 1996 - 1998
Lehman Brothers 1994 - 1996
Refco 1991 - 1994
Deloitte & Touche 1989 - 1991
Education
Queens College 1984 — 1989
BA, Accounting & Computer Science
YUHS for Boys / MTA / TMSTA 1980 — 1984
Yeshiva Dov Revel 1974 — 1980
Yeshiva Tiferes Moshe 1971 — 1974
Katz Group Properties November 2003 - Present
M & T Bank 1998 - 2003
Paine Webber 1996 - 1998
Lehman Brothers 1994 - 1996
Refco 1991 - 1994
Deloitte & Touche 1989 - 1991
Education
Queens College 1984 — 1989
BA, Accounting & Computer Science
YUHS for Boys / MTA / TMSTA 1980 — 1984
Yeshiva Dov Revel 1974 — 1980
Yeshiva Tiferes Moshe 1971 — 1974
Marilyn J. Zilka, CFP® Marilyn J. Zilka, CFP®'s Paine Webber Experience May 1977 - November 2000
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA September 2013 - Present
Ehlert Financial Group February 2007 - August 2013
Banc of America Securities April 2002 - July 2006
UBS November 2000 - February 2001
Paine Webber May 1977 - November 2000
Mitchell Hutchins, Inc May 1976 - May 1977
Education
Quinlan School of Business, Loyola University Chicago 1978 — 1981
MBA, Finance
Northwestern University 1971 — 1975
BA, Economics
USAA September 2013 - Present
Ehlert Financial Group February 2007 - August 2013
Banc of America Securities April 2002 - July 2006
UBS November 2000 - February 2001
Paine Webber May 1977 - November 2000
Mitchell Hutchins, Inc May 1976 - May 1977
Education
Quinlan School of Business, Loyola University Chicago 1978 — 1981
MBA, Finance
Northwestern University 1971 — 1975
BA, Economics
Gary Kapul Gary Kapul's Paine Webber Experience February 1995 - December 1997
Job Information Technology Consultant at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs February 2014 - Present
BNY Mellon February 2013 - January 2014
DTCC May 2011 - February 2013
JPMorgan Chase March 2010 - May 2011
UBS October 2008 - November 2009
Medco April 2008 - October 2008
Bear Stearns December 1997 - November 2007
Paine Webber February 1995 - December 1997
Kidder Peabody December 1992 - February 1995
Morgan Stanley March 1992 - December 1992
Skills
Financial Services, DB2, Trading Systems, SDLC, COBOL, Mainframe, JCL, Unix, Databases, VSAM, Visio, WebSphere MQ, Fileaid, Endeavor, CICS, Integration, SQL, Business Analysis, Vendor Management, Batch Programming
Education
Pace University 1985 — 1989
BS, Computer Science
Goldman Sachs February 2014 - Present
BNY Mellon February 2013 - January 2014
DTCC May 2011 - February 2013
JPMorgan Chase March 2010 - May 2011
UBS October 2008 - November 2009
Medco April 2008 - October 2008
Bear Stearns December 1997 - November 2007
Paine Webber February 1995 - December 1997
Kidder Peabody December 1992 - February 1995
Morgan Stanley March 1992 - December 1992
Skills
Financial Services, DB2, Trading Systems, SDLC, COBOL, Mainframe, JCL, Unix, Databases, VSAM, Visio, WebSphere MQ, Fileaid, Endeavor, CICS, Integration, SQL, Business Analysis, Vendor Management, Batch Programming
Education
Pace University 1985 — 1989
BS, Computer Science
Anthony Kondos's Paine Webber Experience 2000 - 2001
Job Sales at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance November 2005 - Present
pinnacle 2015 - 2015
Nordstrom August 2003 - January 2005
The Headline Cafe January 2002 - June 2003
State Farm May 2001 - September 2001
Paine Webber 2000 - 2001
Skills
Sales, Customer Service, Multi Tasking, Customer Satisfaction, Cold Calling, Customer Retention, Salesforce.com, Leadership, Insurance, Time Management, Retail, Team Leadership, Public Speaking, Marketing, Direct Sales, Recruiting, Training, Sales Management, Sales Process, Sales Operations, Social Networking, Team Building, Selling, Social Media Marketing, CRM, Coaching, Account Management, Sales Presentations, B2B, Call Centers
Education
Oregon State University 1998 — 2003
Bachelor of Arts (B.A.), Speech Communication, 3.17GPA
La Salle H.S. College Prep, Milwaukie, OR 1994 — 1998
H.S. Diploma, High School - General Studies
State Farm Insurance November 2005 - Present
pinnacle 2015 - 2015
Nordstrom August 2003 - January 2005
The Headline Cafe January 2002 - June 2003
State Farm May 2001 - September 2001
Paine Webber 2000 - 2001
Skills
Sales, Customer Service, Multi Tasking, Customer Satisfaction, Cold Calling, Customer Retention, Salesforce.com, Leadership, Insurance, Time Management, Retail, Team Leadership, Public Speaking, Marketing, Direct Sales, Recruiting, Training, Sales Management, Sales Process, Sales Operations, Social Networking, Team Building, Selling, Social Media Marketing, CRM, Coaching, Account Management, Sales Presentations, B2B, Call Centers
Education
Oregon State University 1998 — 2003
Bachelor of Arts (B.A.), Speech Communication, 3.17GPA
La Salle H.S. College Prep, Milwaukie, OR 1994 — 1998
H.S. Diploma, High School - General Studies
Ronald Heakins AIFA, CRCP Ronald Heakins AIFA, CRCP's Paine Webber Experience May 1981 - August 2000
Job President at OakTree Investment Advisors
Industry Investment Management
Experience
South Aiken Development LLC 2007 - Present
Oakmont Investment Advisors, Inc d/b/a OakTree Invesment Advisors August 2000 - Present
OakTree Investment Advisors August 2000 - Present
Paine Webber May 1981 - August 2000
Skills
Asset Managment, Investments, Securities, Portfolio Management, FINRA Regulations, FINRA Arbitration, Compliance, Hedge Funds, Financial Services, Finance, Management, FINRA, Mutual Funds, 401k, Asset Allocation, Wealth Management, Arbitration, Alternative Investments, Asset Management, Investment Management, Equities, Private Equity, Investment Strategies, Retirement Planning, Financial Advisory, Series 7, Venture Capital, Series 63, Trading, Strategic Financial..., Options, Fixed Income, Estate Planning, Financial Markets, Due Diligence, Capital Markets, Valuation, Wealth, Investment Advisory
Education
Institute of Fiduciary Studies
Knoch High School
NASD Institute at Wharton
Certified Regulatory and Compliance Professional
National Institute for Mediation and Training
Penn State University
University of Pennsylvania - The Wharton School
Private Wealth Management - Professional Track
South Aiken Development LLC 2007 - Present
Oakmont Investment Advisors, Inc d/b/a OakTree Invesment Advisors August 2000 - Present
OakTree Investment Advisors August 2000 - Present
Paine Webber May 1981 - August 2000
Skills
Asset Managment, Investments, Securities, Portfolio Management, FINRA Regulations, FINRA Arbitration, Compliance, Hedge Funds, Financial Services, Finance, Management, FINRA, Mutual Funds, 401k, Asset Allocation, Wealth Management, Arbitration, Alternative Investments, Asset Management, Investment Management, Equities, Private Equity, Investment Strategies, Retirement Planning, Financial Advisory, Series 7, Venture Capital, Series 63, Trading, Strategic Financial..., Options, Fixed Income, Estate Planning, Financial Markets, Due Diligence, Capital Markets, Valuation, Wealth, Investment Advisory
Education
Institute of Fiduciary Studies
Knoch High School
NASD Institute at Wharton
Certified Regulatory and Compliance Professional
National Institute for Mediation and Training
Penn State University
University of Pennsylvania - The Wharton School
Private Wealth Management - Professional Track
Tom Kozlik's Paine Webber Experience 2000 - 2000
Job Managing Director and Municipal Strategist at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
Janney Capital Markets 2008 - June 2015
University of Pennsylvania 2009 - 2009
Bear Stearns 2007 - 2008
UBS Investment Bank 2000 - 2007
Paine Webber 2000 - 2000
Philadelphia Industrial Development Corporation 1999 - 1999
City of Philadelphia 1999 - 1999
City of Philadelphia 1998 - 1999
Skills
Bonds, Fixed Income, Securities, Public Finance, Capital Markets, Municipal Bonds, Investments, Bloomberg, Credit, Structured Finance, Financial Analysis, Local Government, Series 7, Investment Banking, Trading, Strategy, Finance, Investment Strategies, Equities, Asset Allocation, Investment Advisory, Economics, Valuation, Series 63, Investment Management, Presenter, Housing Finance, State Government, US Equities, Writing, Instruction, Structured Products, Analysis, Public Speaking, Mutual Funds, Interviews, Municipal Politics, Lecturing, Charter Schools, municipal research, municipal bond market, Client-oriented, Social Media, Social Media Marketing, Social Networking, Twitter, Marketing, Series 53
Education
University of Pennsylvania 1998 — 1999
Master of Governmental Administration, Public Finance
Penn State University 1994 — 1998
BA, Political Science
Marquette Senior High School 1991 — 1993
Graduated, High School
Pennsbury High School 1988 — 1992
Graduated, High School
PNC June 2015 - Present
Janney Capital Markets 2008 - June 2015
University of Pennsylvania 2009 - 2009
Bear Stearns 2007 - 2008
UBS Investment Bank 2000 - 2007
Paine Webber 2000 - 2000
Philadelphia Industrial Development Corporation 1999 - 1999
City of Philadelphia 1999 - 1999
City of Philadelphia 1998 - 1999
Skills
Bonds, Fixed Income, Securities, Public Finance, Capital Markets, Municipal Bonds, Investments, Bloomberg, Credit, Structured Finance, Financial Analysis, Local Government, Series 7, Investment Banking, Trading, Strategy, Finance, Investment Strategies, Equities, Asset Allocation, Investment Advisory, Economics, Valuation, Series 63, Investment Management, Presenter, Housing Finance, State Government, US Equities, Writing, Instruction, Structured Products, Analysis, Public Speaking, Mutual Funds, Interviews, Municipal Politics, Lecturing, Charter Schools, municipal research, municipal bond market, Client-oriented, Social Media, Social Media Marketing, Social Networking, Twitter, Marketing, Series 53
Education
University of Pennsylvania 1998 — 1999
Master of Governmental Administration, Public Finance
Penn State University 1994 — 1998
BA, Political Science
Marquette Senior High School 1991 — 1993
Graduated, High School
Pennsbury High School 1988 — 1992
Graduated, High School
David Zied David Zied's Paine Webber Experience September 1985 - May 1992
Job Oncology Marketing, Eisai
Industry Pharmaceuticals
Experience
Eisai March 2015 - Present
Bayer HealthCare June 2013 - Present
Bayer HealthCare January 2010 - June 2013
Bayer HealthCare October 2007 - January 2010
Delaware Media Group September 2006 - October 2007
Bristol-Myers Squibb January 2004 - August 2006
Bristol-Myers Squibb September 2001 - January 2004
Bristol-Myers Squibb April 1998 - September 2001
GlaxoSmithKline May 1992 - April 1998
Paine Webber September 1985 - May 1992
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Neuroscience, Oncology, Sales Effectiveness, Cross-functional Team..., Product Launch, Market Access, Diabetes, Managed Care, Clinical Trials, Psychiatry, Strategic Partnerships, Therapeutic Areas, Sales Operations, Strategy, Cardiology
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Eisai March 2015 - Present
Bayer HealthCare June 2013 - Present
Bayer HealthCare January 2010 - June 2013
Bayer HealthCare October 2007 - January 2010
Delaware Media Group September 2006 - October 2007
Bristol-Myers Squibb January 2004 - August 2006
Bristol-Myers Squibb September 2001 - January 2004
Bristol-Myers Squibb April 1998 - September 2001
GlaxoSmithKline May 1992 - April 1998
Paine Webber September 1985 - May 1992
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Neuroscience, Oncology, Sales Effectiveness, Cross-functional Team..., Product Launch, Market Access, Diabetes, Managed Care, Clinical Trials, Psychiatry, Strategic Partnerships, Therapeutic Areas, Sales Operations, Strategy, Cardiology
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Paul Ang Paul Ang's Paine Webber Experience 1993 - May 1996
Job Vice President at Summit Global Management
Industry Financial Services
Experience
Summit Global Management 1996 - Present
Paine Webber 1993 - May 1996
Skills
Portfolio Management, Asset Managment, Investments, Valuation, Hedge Funds, Alternative Investments
Education
San Diego State University-California State University 1996 — 1999
MS - Finance
San Diego State University-California State University 1991 — 1994
BS - Business, Finance
Granite Hills High School 1986 — 1989
Summit Global Management 1996 - Present
Paine Webber 1993 - May 1996
Skills
Portfolio Management, Asset Managment, Investments, Valuation, Hedge Funds, Alternative Investments
Education
San Diego State University-California State University 1996 — 1999
MS - Finance
San Diego State University-California State University 1991 — 1994
BS - Business, Finance
Granite Hills High School 1986 — 1989
Rajeev Khanna Rajeev Khanna's Paine Webber Experience June 1995 - August 1996
Job Chief Technology Officer at Aon
Industry Financial Services
Experience
AON April 2015 - Present
Expedia Inc. July 2012 - April 2015
Asurion July 2009 - July 2012
UBS AG October 2008 - May 2009
UBS AG October 2006 - October 2008
UBS AG January 2006 - October 2006
UBS November 1997 - December 2005
Pencom Systems March 1997 - October 1997
Bankers Trust August 1996 - March 1997
Paine Webber June 1995 - August 1996
Skills
Leadership, Infrastructure, Cloud Computing, IT Service Management, Data Center, Service Delivery, Strategic Planning, Vendor Management, ITIL, Disaster Recovery, CRM, Governance, Offshoring, Integration, Program Management, Management, Capacity Planning, IT Strategy, Virtualization, Servers, Enterprise Architecture, IT Operations, Enterprise Software, VMware, Networking, IT Management, Cross-functional Team..., Business Continuity, Business Intelligence, Unix, Outsourcing, Storage, System Administration, Business Process..., SDLC, Incident Management, Information Technology, Security, Service Management, Databases, Strategy, Process Improvement, Consulting, Project Management, Business Analysis, Project Portfolio..., Requirements Analysis, Solution Architecture, Software Project..., Change Management
Education
Seton Hall University 1995 — 1998
Master of Business Administration (M.B.A.), Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Electrical Engineering
AON April 2015 - Present
Expedia Inc. July 2012 - April 2015
Asurion July 2009 - July 2012
UBS AG October 2008 - May 2009
UBS AG October 2006 - October 2008
UBS AG January 2006 - October 2006
UBS November 1997 - December 2005
Pencom Systems March 1997 - October 1997
Bankers Trust August 1996 - March 1997
Paine Webber June 1995 - August 1996
Skills
Leadership, Infrastructure, Cloud Computing, IT Service Management, Data Center, Service Delivery, Strategic Planning, Vendor Management, ITIL, Disaster Recovery, CRM, Governance, Offshoring, Integration, Program Management, Management, Capacity Planning, IT Strategy, Virtualization, Servers, Enterprise Architecture, IT Operations, Enterprise Software, VMware, Networking, IT Management, Cross-functional Team..., Business Continuity, Business Intelligence, Unix, Outsourcing, Storage, System Administration, Business Process..., SDLC, Incident Management, Information Technology, Security, Service Management, Databases, Strategy, Process Improvement, Consulting, Project Management, Business Analysis, Project Portfolio..., Requirements Analysis, Solution Architecture, Software Project..., Change Management
Education
Seton Hall University 1995 — 1998
Master of Business Administration (M.B.A.), Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Electrical Engineering
Shawn D. Martin Shawn D. Martin's Paine Webber Experience October 1994 - June 1997
Job Regional Vice President, Institutional Sales at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services July 2011 - Present
Jackson National Life Insurance October 2007 - June 2011
Piper Jaffray/Sanders,Morris,Harris October 2000 - October 2007
Everen Securities/First Union/Wachovia June 1997 - October 2000
Paine Webber October 1994 - June 1997
Dean Witter Reynolds Inc. July 1990 - October 1994
Skills
Insurance, Financial Services, Retirement Planning, Mutual Funds, Retirement, Series 7, Series 63, Investments, Wealth Management, Strategic Planning, Financial Analysis, Customer Service, Financial Planning, Fixed Annuities, Portfolio Management, Asset Allocation
Education
Oklahoma State University 1986 — 1990
Business Administration and Management, General
Broken Arrow High School 1982 — 1986
Ohio National Financial Services July 2011 - Present
Jackson National Life Insurance October 2007 - June 2011
Piper Jaffray/Sanders,Morris,Harris October 2000 - October 2007
Everen Securities/First Union/Wachovia June 1997 - October 2000
Paine Webber October 1994 - June 1997
Dean Witter Reynolds Inc. July 1990 - October 1994
Skills
Insurance, Financial Services, Retirement Planning, Mutual Funds, Retirement, Series 7, Series 63, Investments, Wealth Management, Strategic Planning, Financial Analysis, Customer Service, Financial Planning, Fixed Annuities, Portfolio Management, Asset Allocation
Education
Oklahoma State University 1986 — 1990
Business Administration and Management, General
Broken Arrow High School 1982 — 1986
Mary Kay Duffy-Kemper Mary Kay Duffy-Kemper's Paine Webber Experience March 1997 - January 1999
Job Founding Artist/Lead Director
Industry Cosmetics
Experience
LimeLight by Alcone April 2014 - Present
Alcone at Home February 2013 - Present
J.P. Morgan May 2001 - October 2006
Bank of America January 1999 - May 2001
Paine Webber March 1997 - January 1999
Schroders August 1995 - March 1997
Skills
Sales, Marketing, Social Media Marketing, Strategic Planning, Marketing Strategy, Social Media, Customer Service, Sales Management, Advertising, Online Advertising, Social Networking, Direct Sales, Online Marketing, Integrated Marketing, Marketing Communications, Team Building, Public Speaking, Facebook, Event Planning, Budgets, Training
Education
Providence College 1991 — 1995
Liberal Arts, Marketing
LimeLight by Alcone April 2014 - Present
Alcone at Home February 2013 - Present
J.P. Morgan May 2001 - October 2006
Bank of America January 1999 - May 2001
Paine Webber March 1997 - January 1999
Schroders August 1995 - March 1997
Skills
Sales, Marketing, Social Media Marketing, Strategic Planning, Marketing Strategy, Social Media, Customer Service, Sales Management, Advertising, Online Advertising, Social Networking, Direct Sales, Online Marketing, Integrated Marketing, Marketing Communications, Team Building, Public Speaking, Facebook, Event Planning, Budgets, Training
Education
Providence College 1991 — 1995
Liberal Arts, Marketing
Kyle Dean Kyle Dean's Paine Webber Experience August 2000 - January 2001
Job Cost Accounting Manager & Safety Coordinator at Heat Transfer Equipment
Industry Oil & Energy
Experience
Heat Transfer Equipment February 2009 - Present
Enterprise Rent-A-Car January 2001 - January 2009
Paine Webber August 2000 - January 2001
Skills
Budgets, Microsoft Excel, Process Improvement, Accounting, Strategic Planning, Project Management, Microsoft Office, Operations Management, Team Building, Microsoft Word, PowerPoint, Customer Service, New Business Development, Leadership, Account Management, Recruiting, Coaching, Business Planning, Contract Negotiation, Customer Satisfaction, Employee Relations, Management, Marketing, Outlook, Payroll, Sales, Sales Management, Team Leadership
Education
Ouachita Baptist University 1998 — 2000
Bachelor's degree, Business Finance
Northern Oklahoma College 1996 — 1998
Associate's degree, Business Administration and Management, General
Heat Transfer Equipment February 2009 - Present
Enterprise Rent-A-Car January 2001 - January 2009
Paine Webber August 2000 - January 2001
Skills
Budgets, Microsoft Excel, Process Improvement, Accounting, Strategic Planning, Project Management, Microsoft Office, Operations Management, Team Building, Microsoft Word, PowerPoint, Customer Service, New Business Development, Leadership, Account Management, Recruiting, Coaching, Business Planning, Contract Negotiation, Customer Satisfaction, Employee Relations, Management, Marketing, Outlook, Payroll, Sales, Sales Management, Team Leadership
Education
Ouachita Baptist University 1998 — 2000
Bachelor's degree, Business Finance
Northern Oklahoma College 1996 — 1998
Associate's degree, Business Administration and Management, General
Jeffrey Silverstone Jeffrey Silverstone's Paine Webber Experience August 1988 - June 2000
Job Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors July 2000 - Present
Paine Webber August 1988 - June 2000
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Asset Management, Insurance, Risk Management, Series 7, Investment planning, Educational funding..., IRAs, Retirement Income, Tactical Asset..., Alternative Investments, Fixed Income, Retirement Income...
Education
Saint Louis University 1986 — 1987
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1982 — 1986
Bachelor of Arts (BA), Economics
Wells Fargo Advisors July 2000 - Present
Paine Webber August 1988 - June 2000
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Asset Management, Insurance, Risk Management, Series 7, Investment planning, Educational funding..., IRAs, Retirement Income, Tactical Asset..., Alternative Investments, Fixed Income, Retirement Income...
Education
Saint Louis University 1986 — 1987
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1982 — 1986
Bachelor of Arts (BA), Economics
Beverly Settle Beverly Settle's Paine Webber Experience September 1997 - September 1999
Job Assistant Vice President, Centralized Supervision Specialist at Regional Brokerage Firm
Industry Financial Services
Experience
Regional Brokerage Firm April 2013 - Present
Regional Brokerage Firm September 1999 - April 2013
Paine Webber September 1997 - September 1999
Sheraton Hotel June 1993 - September 1997
Skills
Series 7, Series 63, FINRA, Series 66, Series 9, Series 10, Series 31, Uniform Combined State..., Customer Service, Equities
Education
Salem College 1990 — 1992
n/a, Business - not completed
Regional Brokerage Firm April 2013 - Present
Regional Brokerage Firm September 1999 - April 2013
Paine Webber September 1997 - September 1999
Sheraton Hotel June 1993 - September 1997
Skills
Series 7, Series 63, FINRA, Series 66, Series 9, Series 10, Series 31, Uniform Combined State..., Customer Service, Equities
Education
Salem College 1990 — 1992
n/a, Business - not completed
Phil Sloan Phil Sloan's Paine Webber Experience 1988 - 1995
Job at Beirne Wealth Consulting
Industry Investment Management
Experience
Beirne Wealth Consulting March 2012 - Present
Fox Asset Management 1998 - 2006
MBIA 1995 - 1998
Paine Webber 1988 - 1995
Merrill Lynch 1978 - 1988
IEEE 1974 - 1977
Skills
Investments, Asset Management, Financial Advisory, Wealth Management, Portfolio Management, Institutional, Managed Accounts, Managing Accounts, Asset Managment, Tactical Asset..., Style Analysis, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Series 7, Equities, Alternative Investments, Fixed Income, ETFs, Fund Of Funds, Retirement Planning, Mutual Funds, Separately Managed..., 401k, Series 63, Securities, Pensions, Retirement, Hedge Funds, Emerging Markets, Series 24, High Net Worth..., Series 65, Wealth Management..., FINRA, Investment Advisory..., Equity Research, Bonds, Equity Trading, Pension Funds, Endowments, Financial Analysis, Uniform Combined State..., Financial Markets, Wealth, Options, Strategic Financial..., Valuation
Education
Wharton School of Business, University of Pennsylvania
CIMA Designation, Investment Consulting
Pace University
BBA, Finance and Accounting
Beirne Wealth Consulting March 2012 - Present
Fox Asset Management 1998 - 2006
MBIA 1995 - 1998
Paine Webber 1988 - 1995
Merrill Lynch 1978 - 1988
IEEE 1974 - 1977
Skills
Investments, Asset Management, Financial Advisory, Wealth Management, Portfolio Management, Institutional, Managed Accounts, Managing Accounts, Asset Managment, Tactical Asset..., Style Analysis, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Series 7, Equities, Alternative Investments, Fixed Income, ETFs, Fund Of Funds, Retirement Planning, Mutual Funds, Separately Managed..., 401k, Series 63, Securities, Pensions, Retirement, Hedge Funds, Emerging Markets, Series 24, High Net Worth..., Series 65, Wealth Management..., FINRA, Investment Advisory..., Equity Research, Bonds, Equity Trading, Pension Funds, Endowments, Financial Analysis, Uniform Combined State..., Financial Markets, Wealth, Options, Strategic Financial..., Valuation
Education
Wharton School of Business, University of Pennsylvania
CIMA Designation, Investment Consulting
Pace University
BBA, Finance and Accounting
Nanci Ontko PHR Nanci Ontko PHR's Paine Webber Experience June 1999 - November 2000
Job Contract Recruiter at Unified Grocers
Industry Wholesale
Experience
Self Employed July 2014 - Present
Unified Grocers February 2015 - March 2015
Unified Grocers October 2014 - December 2014
Unified Grocers October 2007 - June 2014
Chipman Relocations April 2001 - September 2006
Paine Webber June 1999 - November 2000
California Cafe September 1998 - April 1999
Johnny Rockets April 1996 - August 1998
Emil Villa's Hick'ry Pit Restaurants November 1983 - March 1996
Skills
Employee Relations, Recruiting, HRIS, Employee Benefits, Applicant Tracking..., New Hire Orientations, Deferred Compensation, Onboarding, Training, Human Resources, Management, Performance Management, FMLA, Team Building, Change Management, Process Improvement, Talent Management, Succession Planning, Benefits Administration, Labor Relations, Employee Engagement, Organizational..., Workforce Planning, Personnel Management, College Recruiting, Talent Acquisition, Hiring, HR Consulting, Payroll, Organizational..., Sourcing, Temporary Placement, Taleo, Leadership, Interviews, HR Policies, Employee Training, Conflict Resolution, Internet Recruiting, Legal Compliance, Career Development, Employment Law
Education
Santa Clara University 1974 — 1978
Bachelor of Arts (B.A.), Education
Self Employed July 2014 - Present
Unified Grocers February 2015 - March 2015
Unified Grocers October 2014 - December 2014
Unified Grocers October 2007 - June 2014
Chipman Relocations April 2001 - September 2006
Paine Webber June 1999 - November 2000
California Cafe September 1998 - April 1999
Johnny Rockets April 1996 - August 1998
Emil Villa's Hick'ry Pit Restaurants November 1983 - March 1996
Skills
Employee Relations, Recruiting, HRIS, Employee Benefits, Applicant Tracking..., New Hire Orientations, Deferred Compensation, Onboarding, Training, Human Resources, Management, Performance Management, FMLA, Team Building, Change Management, Process Improvement, Talent Management, Succession Planning, Benefits Administration, Labor Relations, Employee Engagement, Organizational..., Workforce Planning, Personnel Management, College Recruiting, Talent Acquisition, Hiring, HR Consulting, Payroll, Organizational..., Sourcing, Temporary Placement, Taleo, Leadership, Interviews, HR Policies, Employee Training, Conflict Resolution, Internet Recruiting, Legal Compliance, Career Development, Employment Law
Education
Santa Clara University 1974 — 1978
Bachelor of Arts (B.A.), Education
Allen Porter Allen Porter's Paine Webber Experience November 1997 - March 2000
Job
Industry Nonprofit Organization Management
Experience
Ohio Safehaven for Newborns July 2012 - Present
Ameriprise Financial January 2002 - Present
Rotary International Club Avon-Avon Lake 2008 - 2010
Rocky River Chamber of Commerce 1998 - 2010
Bay Presbyterian Church 2005 - 2007
Paine Webber November 1997 - March 2000
Xerox 1994 - 1997
Skills
Retirement Income...
Education
Penn State University 1960 — 1964
BS
Ohio Safehaven for Newborns July 2012 - Present
Ameriprise Financial January 2002 - Present
Rotary International Club Avon-Avon Lake 2008 - 2010
Rocky River Chamber of Commerce 1998 - 2010
Bay Presbyterian Church 2005 - 2007
Paine Webber November 1997 - March 2000
Xerox 1994 - 1997
Skills
Retirement Income...
Education
Penn State University 1960 — 1964
BS
Brian Pankratz Brian Pankratz's Paine Webber Experience January 1998 - March 1998
Job Vice President at CBRE, Inc.
Industry Real Estate
Experience
CBRE, Inc. June 2010 - Present
CB Richard Ellis November 2005 - June 2010
Colliers International 1999 - October 2005
Paine Webber January 1998 - March 1998
KPMG US May 1997 - August 1997
Del Webb June 1996 - August 1996
Skills
Sellers, Land, REO, Redevelopment, Listings, Investors, Real Estate, Income Properties, Distressed Property, Entitlements, Real Estate Development, Acreage, Land Use, Transit-oriented..., Urban Infill, Real Estate Transactions, Property, Land Acquisition, Residential Homes, Commercial Real Estate, Brokerage, Disposition, Tenant Representation, Real Estate Economics, Corporate Real Estate, Leases, Lease Negotiations, Tenant, Selling, Real Estate Financing, Property Management, Lease Administration, Investment Properties, Acquisitions, Dispositions, Sales
Education
University of Colorado Boulder 1995 — 1999
Bachelor of Science (B.S.), Finance
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Richmond, The American International University in London 1998 — 1998
CBRE, Inc. June 2010 - Present
CB Richard Ellis November 2005 - June 2010
Colliers International 1999 - October 2005
Paine Webber January 1998 - March 1998
KPMG US May 1997 - August 1997
Del Webb June 1996 - August 1996
Skills
Sellers, Land, REO, Redevelopment, Listings, Investors, Real Estate, Income Properties, Distressed Property, Entitlements, Real Estate Development, Acreage, Land Use, Transit-oriented..., Urban Infill, Real Estate Transactions, Property, Land Acquisition, Residential Homes, Commercial Real Estate, Brokerage, Disposition, Tenant Representation, Real Estate Economics, Corporate Real Estate, Leases, Lease Negotiations, Tenant, Selling, Real Estate Financing, Property Management, Lease Administration, Investment Properties, Acquisitions, Dispositions, Sales
Education
University of Colorado Boulder 1995 — 1999
Bachelor of Science (B.S.), Finance
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Richmond, The American International University in London 1998 — 1998
Kathryn Harmon-Gmehlin Kathryn Harmon-Gmehlin's Paine Webber Experience May 1994 - May 1995
Job Instructional Designer/Developer at Arizona State Dept of Economic Security (DBME/FAA)
Industry E-Learning
Experience
Arizona Department of Economic Security December 2012 - Present
Instant Epicurean LLP February 2012 - June 2013
Minisoft Inc August 2008 - February 2012
CCS Presentation Systems August 2007 - January 2008
La-Z-Boy Furniture Galleries December 2003 - August 2007
Morgan Stanley August 1999 - June 2003
Merrill Lynch May 1998 - August 1999
Charles Schwab September 1996 - May 1998
Smith Barney May 1995 - September 1996
Paine Webber May 1994 - May 1995
Skills
Training, Instructional Design, E-Learning, E-Learning Design, E-learning Development, Curriculum Development, Curriculum Design, Blended Learning, Team Building, Learning Management, Needs Analysis, Performance Management, ADDIE, Technical Training, Technical Writing, Software Training, Educational Technology, Photoshop, Captivate, Adobe Design Premium 6, Camtasia, Articulate Storyline 2, Raptivity, Learning Management..., SMART Technology, Certified Microsoft..., Certified Microsoft..., Leadership, Organizational..., Change Management, Adult Education, Budgets, ROI, Staff Development, Performance Improvement, Public Speaking, Talent Management, Coaching, Soft Skills, New Hire Orientations, Instructor-led Training, Training Delivery, Online Training, Hands-on Training
Education
Rio Salado College 2012 — 2018
Associates Degree in progress, eLearning Instructional Design, 4.0 GPA
Scottsdale Community College 2003 — 2004
Business
Arizona Department of Economic Security December 2012 - Present
Instant Epicurean LLP February 2012 - June 2013
Minisoft Inc August 2008 - February 2012
CCS Presentation Systems August 2007 - January 2008
La-Z-Boy Furniture Galleries December 2003 - August 2007
Morgan Stanley August 1999 - June 2003
Merrill Lynch May 1998 - August 1999
Charles Schwab September 1996 - May 1998
Smith Barney May 1995 - September 1996
Paine Webber May 1994 - May 1995
Skills
Training, Instructional Design, E-Learning, E-Learning Design, E-learning Development, Curriculum Development, Curriculum Design, Blended Learning, Team Building, Learning Management, Needs Analysis, Performance Management, ADDIE, Technical Training, Technical Writing, Software Training, Educational Technology, Photoshop, Captivate, Adobe Design Premium 6, Camtasia, Articulate Storyline 2, Raptivity, Learning Management..., SMART Technology, Certified Microsoft..., Certified Microsoft..., Leadership, Organizational..., Change Management, Adult Education, Budgets, ROI, Staff Development, Performance Improvement, Public Speaking, Talent Management, Coaching, Soft Skills, New Hire Orientations, Instructor-led Training, Training Delivery, Online Training, Hands-on Training
Education
Rio Salado College 2012 — 2018
Associates Degree in progress, eLearning Instructional Design, 4.0 GPA
Scottsdale Community College 2003 — 2004
Business
Kevin Keough Kevin Keough's Paine Webber Experience September 1994 - January 1997
Job Regional Vice President at INERTECH SYSTEMS
Industry Semiconductors
Experience
Inertech Systems June 2013 - Present
Semi Solutions LLC August 2010 - April 2013
Raymond James Financial Inc. April 2006 - March 2011
Morgan Stanley April 2000 - April 2006
Janney Montgomery Scott January 1997 - April 2000
Paine Webber September 1994 - January 1997
Prudential Financial May 1992 - September 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Sales, Business Development, New Business Development, Sales Management, Recruiting, Operations Management, Customer Satisfaction, Inventory Management, Business Strategy, B2B, Financial Modeling, Negotiation, Management, Team Building, Cold Calling, Marketing, Account Management, Forecasting, Contract Negotiation, Salesforce.com, Sales Operations, Cross-functional Team..., CRM, Direct Sales, Microsoft Excel, Microsoft Word
Education
Plymouth State University
Bachelor's degree, Interdisciplinary Studies
Plymouth State University
Inertech Systems June 2013 - Present
Semi Solutions LLC August 2010 - April 2013
Raymond James Financial Inc. April 2006 - March 2011
Morgan Stanley April 2000 - April 2006
Janney Montgomery Scott January 1997 - April 2000
Paine Webber September 1994 - January 1997
Prudential Financial May 1992 - September 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Sales, Business Development, New Business Development, Sales Management, Recruiting, Operations Management, Customer Satisfaction, Inventory Management, Business Strategy, B2B, Financial Modeling, Negotiation, Management, Team Building, Cold Calling, Marketing, Account Management, Forecasting, Contract Negotiation, Salesforce.com, Sales Operations, Cross-functional Team..., CRM, Direct Sales, Microsoft Excel, Microsoft Word
Education
Plymouth State University
Bachelor's degree, Interdisciplinary Studies
Plymouth State University
Jenn Herzog Jenn Herzog's Paine Webber Experience 1997 - October 1999
Job District Manager at Z Ultimate Self Defense Studios. Call me at (310) 4412344 to see how I can help you.
Industry Health, Wellness and Fitness
Experience
Z-Ultimate Self Defense Studios April 1998 - Present
TBG Financial October 1999 - October 2000
Paine Webber 1997 - October 1999
Winkler Securities 1997 - 1998
Morgan Stanley Smith Barney 1996 - 1997
Skills
Fitness, Martial Arts, Coaching, Teaching, Personal Training, Management, Leadership Development, Personal Development, Microsoft Office, Leadership, Training, Entrepreneurship, Public Speaking, Sales, Marketing, Social Networking, Customer Service, Small Business, Team Building
Education
Rutgers University-New Brunswick
Economics
Z-Ultimate Self Defense Studios April 1998 - Present
TBG Financial October 1999 - October 2000
Paine Webber 1997 - October 1999
Winkler Securities 1997 - 1998
Morgan Stanley Smith Barney 1996 - 1997
Skills
Fitness, Martial Arts, Coaching, Teaching, Personal Training, Management, Leadership Development, Personal Development, Microsoft Office, Leadership, Training, Entrepreneurship, Public Speaking, Sales, Marketing, Social Networking, Customer Service, Small Business, Team Building
Education
Rutgers University-New Brunswick
Economics
Christopher Roering's Paine Webber Experience June 1991 - July 2000
Job Senior Vice President Investment Officer at R&D Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Salomon Smith Barney February 2006 - February 2009
Legg Mason June 2000 - February 2006
Paine Webber June 1991 - July 2000
Education
Purdue University 1985 — 1989
Bachelors, Finance
Wells Fargo Advisors, LLC January 2009 - Present
Salomon Smith Barney February 2006 - February 2009
Legg Mason June 2000 - February 2006
Paine Webber June 1991 - July 2000
Education
Purdue University 1985 — 1989
Bachelors, Finance
Christopher Wrenn, CPA Christopher Wrenn, CPA's Paine Webber Experience June 1983 - May 1985
Job Senior Principal at Promontory Financial Group
Industry Financial Services
Experience
Promontory Financial Group, LLC 2015 - Present
IQPC 2011 - December 2013
True North Partners, LLC July 2007 - October 2010
HypoVereinsbank - UniCredit Bank AG May 1997 - November 2006
S.G. Warburg/Swiss Bank/UBS October 1988 - December 1996
First Boston May 1985 - September 1988
Paine Webber June 1983 - May 1985
Union Pacific October 1982 - June 1983
Price Waterhouse August 1978 - October 1982
Skills
Risk Management, Mergers, Vendor Management, Capital Markets, Management, Budgets, Project Management, Strategic Planning, Banking, Integration, Leadership, Mergers & Acquisitions, Asset Management, Internal Controls, Auditing, Negotiation, Hedge Funds, Accounting, Financial Services, Restructuring, Finance, Strategic Leadership, Product Development, Portfolio Management, Securities, Strategy, Management Consulting, Investments, Private Equity, Corporate Finance, Analysis, Investment Banking, Alternative Investments, Due Diligence, Equities, Start-ups, Executive Management, Financial Risk, Fixed Income, Financial Modeling, Financial Analysis, Business Strategy, Derivatives
Education
Saint Michael's College 1974 — 1978
BA, Business Administration
St. Thomas Aquinas HS
Promontory Financial Group, LLC 2015 - Present
IQPC 2011 - December 2013
True North Partners, LLC July 2007 - October 2010
HypoVereinsbank - UniCredit Bank AG May 1997 - November 2006
S.G. Warburg/Swiss Bank/UBS October 1988 - December 1996
First Boston May 1985 - September 1988
Paine Webber June 1983 - May 1985
Union Pacific October 1982 - June 1983
Price Waterhouse August 1978 - October 1982
Skills
Risk Management, Mergers, Vendor Management, Capital Markets, Management, Budgets, Project Management, Strategic Planning, Banking, Integration, Leadership, Mergers & Acquisitions, Asset Management, Internal Controls, Auditing, Negotiation, Hedge Funds, Accounting, Financial Services, Restructuring, Finance, Strategic Leadership, Product Development, Portfolio Management, Securities, Strategy, Management Consulting, Investments, Private Equity, Corporate Finance, Analysis, Investment Banking, Alternative Investments, Due Diligence, Equities, Start-ups, Executive Management, Financial Risk, Fixed Income, Financial Modeling, Financial Analysis, Business Strategy, Derivatives
Education
Saint Michael's College 1974 — 1978
BA, Business Administration
St. Thomas Aquinas HS
Kristen Townsend Kristen Townsend's Paine Webber Experience February 1994 - August 1994
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Pointe Alarm January 2012 - June 2013
State Farm Insurance May 2011 - September 2011
Leonard & Company November 2007 - April 2009
Merrill Lynch October 2004 - November 2007
UBS September 1994 - June 2004
Paine Webber February 1994 - August 1994
Rodman & Renshaw October 1992 - February 1994
Skills
Project Planning, Process Improvement, Customer Service, Leadership, Fundraising, CRM, Management, Business Development, Sales, Employee Benefits, Portfolio Management, Risk Management, Strategic Planning, Series 7, Account Management, Team Building
Education
Northwood University
Morgan Stanley Wealth Management January 2014 - Present
Pointe Alarm January 2012 - June 2013
State Farm Insurance May 2011 - September 2011
Leonard & Company November 2007 - April 2009
Merrill Lynch October 2004 - November 2007
UBS September 1994 - June 2004
Paine Webber February 1994 - August 1994
Rodman & Renshaw October 1992 - February 1994
Skills
Project Planning, Process Improvement, Customer Service, Leadership, Fundraising, CRM, Management, Business Development, Sales, Employee Benefits, Portfolio Management, Risk Management, Strategic Planning, Series 7, Account Management, Team Building
Education
Northwood University
Leonard Parisi's Paine Webber Experience June 1992 - May 1995
Job Senior Vice President Maxim Group LLC
Industry Investment Management
Experience
Maxim Group LLC October 2002 - Present
MVP Sports Media Training February 2009 - August 2011
Players Network December 2008 - September 2009
Investec Ernst & Co September 1999 - October 2002
Josephthal & Co April 1999 - September 1999
Barington Capital March 1998 - April 1999
Blair & Company May 1995 - March 1998
Paine Webber June 1992 - May 1995
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Financial Management
Rutgers University-New Brunswick 1991 — 1995
Bachelors, Finance
Leonia High School 1987 — 1991
Maxim Group LLC October 2002 - Present
MVP Sports Media Training February 2009 - August 2011
Players Network December 2008 - September 2009
Investec Ernst & Co September 1999 - October 2002
Josephthal & Co April 1999 - September 1999
Barington Capital March 1998 - April 1999
Blair & Company May 1995 - March 1998
Paine Webber June 1992 - May 1995
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Financial Management
Rutgers University-New Brunswick 1991 — 1995
Bachelors, Finance
Leonia High School 1987 — 1991
Ari Haber's Paine Webber Experience June 1996 - August 1996
Job Production Management Senior Lead at MetLife and Owner, DreamTech Consulting, Inc
Industry Information Services
Experience
MetLife Investments March 2007 - Present
Courtroom Television Network March 2005 - March 2007
Olympus America, Inc January 2004 - March 2005
MortgageIT, Inc January 2000 - October 2002
Computer Associates June 1998 - January 2000
Paine Webber June 1996 - August 1996
Skills
Web Development, Business Analysis, Microsoft SQL Server, Requirements Analysis, Web Services, Web Applications, Software Project..., IT Management, JavaScript, Software Development, SQL, ASP.NET, Consulting, Process Efficiency, SDLC, Requirements Gathering, Vendor Management, Process Improvement, Project Coordination, Quality Assurance, Visio, Troubleshooting, Data Analysis
Education
City University of New York-Queens College 1994 — 1998
Bachelor's degree, Computer Science
MetLife Investments March 2007 - Present
Courtroom Television Network March 2005 - March 2007
Olympus America, Inc January 2004 - March 2005
MortgageIT, Inc January 2000 - October 2002
Computer Associates June 1998 - January 2000
Paine Webber June 1996 - August 1996
Skills
Web Development, Business Analysis, Microsoft SQL Server, Requirements Analysis, Web Services, Web Applications, Software Project..., IT Management, JavaScript, Software Development, SQL, ASP.NET, Consulting, Process Efficiency, SDLC, Requirements Gathering, Vendor Management, Process Improvement, Project Coordination, Quality Assurance, Visio, Troubleshooting, Data Analysis
Education
City University of New York-Queens College 1994 — 1998
Bachelor's degree, Computer Science
Jeremy Bruce's Paine Webber Experience December 1999 - June 2001
Job Manager Employee Relations at Verizon
Industry Telecommunications
Experience
Verizon August 2014 - Present
Verizon Wireless June 2006 - August 2014
Verizon Wireless June 2001 - June 2006
Paine Webber December 1999 - June 2001
Institutional Investor 1997 - 1999
Bear Stearns 1995 - 1997
Skills
Benefits, Employee Relations, Performance Management, Employee Engagement, Change Management, Employee Benefits, Talent Acquisition, Succession Planning, Onboarding, Applicant Tracking..., HR Policies, Deferred Compensation, HRIS, PeopleSoft, New Hire Orientations, College Recruiting, FMLA, Benefits Administration, Workforce Planning, Talent Management, Personnel Management, Labor Relations, Employee Training, Human Resources, Employer Branding, Interviews, Employment Law, Recruiting, Compensation & Benefit
Education
Ramapo College of New Jersey 1992 — 1994
BS, Business Admin / Human Resources
Keystone College 1990 — 1992
AA, Business Aministration
Verizon August 2014 - Present
Verizon Wireless June 2006 - August 2014
Verizon Wireless June 2001 - June 2006
Paine Webber December 1999 - June 2001
Institutional Investor 1997 - 1999
Bear Stearns 1995 - 1997
Skills
Benefits, Employee Relations, Performance Management, Employee Engagement, Change Management, Employee Benefits, Talent Acquisition, Succession Planning, Onboarding, Applicant Tracking..., HR Policies, Deferred Compensation, HRIS, PeopleSoft, New Hire Orientations, College Recruiting, FMLA, Benefits Administration, Workforce Planning, Talent Management, Personnel Management, Labor Relations, Employee Training, Human Resources, Employer Branding, Interviews, Employment Law, Recruiting, Compensation & Benefit
Education
Ramapo College of New Jersey 1992 — 1994
BS, Business Admin / Human Resources
Keystone College 1990 — 1992
AA, Business Aministration
Dr. Yuhang Zhao's Paine Webber Experience March 1993 - March 1995
Job Head of Strategic Planning and Portfolio Management
Industry Consumer Goods
Experience
Bayer HealthCare September 2012 - Present
Bayer HealthCare February 2009 - Present
Deloitte Consulting June 2006 - February 2009
ISO HealthCare Consulting Group May 1995 - December 2001
Paine Webber March 1993 - March 1995
Rockefeller University 1991 - 1993
Skills
Oncology, Infectious Diseases, Immunology, Business Strategy, Diabetes, Therapeutic Areas, Consulting, Performance Improvement, Women's Health, Operating Models, Biotechnology, Pharmaceutics, R&D, Informatics, Molecular Biology, Biochemistry, Pharmaceutical Industry, Lifesciences, Clinical Trials, Drug Discovery, Clinical Development, Drug Development
Education
NYU Stern Business School 1992 — 1997
Master of Business Administration (M.B.A.), Finance & Int'l Business
Rockefeller University 1987 — 1991
Ph.D, Molecular Biology
Peking University 1982 — 1986
B.S., Biochemistry
Bayer HealthCare September 2012 - Present
Bayer HealthCare February 2009 - Present
Deloitte Consulting June 2006 - February 2009
ISO HealthCare Consulting Group May 1995 - December 2001
Paine Webber March 1993 - March 1995
Rockefeller University 1991 - 1993
Skills
Oncology, Infectious Diseases, Immunology, Business Strategy, Diabetes, Therapeutic Areas, Consulting, Performance Improvement, Women's Health, Operating Models, Biotechnology, Pharmaceutics, R&D, Informatics, Molecular Biology, Biochemistry, Pharmaceutical Industry, Lifesciences, Clinical Trials, Drug Discovery, Clinical Development, Drug Development
Education
NYU Stern Business School 1992 — 1997
Master of Business Administration (M.B.A.), Finance & Int'l Business
Rockefeller University 1987 — 1991
Ph.D, Molecular Biology
Peking University 1982 — 1986
B.S., Biochemistry
Vicki L Wille's Paine Webber Experience November 1981 - March 1984
Job Founder/President at Successenomics
Industry Financial Services
Experience
Successenomics August 2013 - Present
Randolph & Associates October 2000 - Present
Rauscher Pierce Refsnes 1984 - 2000
Paine Webber November 1981 - March 1984
Skills
Business Strategy, Start-ups, Public Speaking, Coaching, Entrepreneurship, author, Leadership, Marketing Strategy, Social Media Marketing, Customer Service
Education
Oklahoma State University 1967 — 1968
Adams State College 1966 — 1967
Successenomics August 2013 - Present
Randolph & Associates October 2000 - Present
Rauscher Pierce Refsnes 1984 - 2000
Paine Webber November 1981 - March 1984
Skills
Business Strategy, Start-ups, Public Speaking, Coaching, Entrepreneurship, author, Leadership, Marketing Strategy, Social Media Marketing, Customer Service
Education
Oklahoma State University 1967 — 1968
Adams State College 1966 — 1967
Meredith Griggs's Paine Webber Experience 1998 - 1999
Job
Industry Information Services
Experience
ebrary June 2011 - Present
ebrary August 2007 - June 2011
Knovel 2006 - 2007
Infotrieve 2003 - 2006
Reeves Library, Moravian College 2002 - 2002
Inatel 1999 - 2001
Paine Webber 1998 - 1999
Skills
Cataloging, Databases, Content Management, Library, Ebooks, Taxonomy, Management, Online Publishing, Training, Product Management, Strategic Planning
Education
Pratt Institute 1998 — 1999
MLS, Library Science
Rutgers University-New Brunswick 1988 — 1992
BA, Ancient Greek and Latin
ebrary June 2011 - Present
ebrary August 2007 - June 2011
Knovel 2006 - 2007
Infotrieve 2003 - 2006
Reeves Library, Moravian College 2002 - 2002
Inatel 1999 - 2001
Paine Webber 1998 - 1999
Skills
Cataloging, Databases, Content Management, Library, Ebooks, Taxonomy, Management, Online Publishing, Training, Product Management, Strategic Planning
Education
Pratt Institute 1998 — 1999
MLS, Library Science
Rutgers University-New Brunswick 1988 — 1992
BA, Ancient Greek and Latin
Kevin Myler's Paine Webber Experience 1989 - 2000
Job EVS at Interactive Data
Industry Financial Services
Experience
Interactive Data December 2013 - Present
R.Seelaus & Co. inc November 2012 - June 2013
UBS Securities LLC August 2012 - November 2012
UBS Securities LLC December 2009 - August 2012
UBS Wealth Management September 2004 - July 2008
UBS Wealth Management February 1994 - September 2004
Paine Webber 1989 - 2000
Paine Webber 1989 - 2000
Drexel Burnham Lambert 1987 - 1989
Skills
Mortgage Lending, MBS, Trading, Wealth Management, Agency MBS, Series 7, Capital Markets, Fixed Income, Credit, Bloomberg, Portfolio Management, Series 63, CMOS, Asset Management, Financial Modeling, Investments, Bonds, Trading Systems, Alternative Investments
Education
Pace University 1977 — 1981
Interactive Data December 2013 - Present
R.Seelaus & Co. inc November 2012 - June 2013
UBS Securities LLC August 2012 - November 2012
UBS Securities LLC December 2009 - August 2012
UBS Wealth Management September 2004 - July 2008
UBS Wealth Management February 1994 - September 2004
Paine Webber 1989 - 2000
Paine Webber 1989 - 2000
Drexel Burnham Lambert 1987 - 1989
Skills
Mortgage Lending, MBS, Trading, Wealth Management, Agency MBS, Series 7, Capital Markets, Fixed Income, Credit, Bloomberg, Portfolio Management, Series 63, CMOS, Asset Management, Financial Modeling, Investments, Bonds, Trading Systems, Alternative Investments
Education
Pace University 1977 — 1981
Melissa Tomlinson's Paine Webber Experience 1998 - 2001
Job Director of Sales at dreamGEAR / iSound
Industry Entertainment
Experience
dreamGEAR / iSound September 2013 - Present
Razer October 2011 - September 2013
Mad Catz April 2001 - October 2011
Paine Webber 1998 - 2001
Travel Incentives 1997 - 1998
Skills
Consumer Electronics, Video Games, Strategic Partnerships, Product Management, Product Marketing, Microsoft Office, Interactive..., Multi-channel Marketing, Game Development, Sales, Merchandising, Mobile Devices, Sales Management, Account Management, Marketing, Negotiation, Marketing Management, Retail, Consumer Products, People Skills, Forecasting, E-commerce, Competitive Analysis
Education
Pepperdine University 1993 — 1997
BA, International Relations with emphasis in Communications
dreamGEAR / iSound September 2013 - Present
Razer October 2011 - September 2013
Mad Catz April 2001 - October 2011
Paine Webber 1998 - 2001
Travel Incentives 1997 - 1998
Skills
Consumer Electronics, Video Games, Strategic Partnerships, Product Management, Product Marketing, Microsoft Office, Interactive..., Multi-channel Marketing, Game Development, Sales, Merchandising, Mobile Devices, Sales Management, Account Management, Marketing, Negotiation, Marketing Management, Retail, Consumer Products, People Skills, Forecasting, E-commerce, Competitive Analysis
Education
Pepperdine University 1993 — 1997
BA, International Relations with emphasis in Communications
Tori Eggers's Paine Webber Experience February 2000 - May 2001
Job Administrator at First Round Capital
Industry Venture Capital & Private Equity
Experience
First Round Capital January 2006 - June 2012
idealab NYC June 2001 - April 2010
Paine Webber February 2000 - May 2001
Education
Pace University - Lubin School of Business 1994 — 1999
BS, Marketing
First Round Capital January 2006 - June 2012
idealab NYC June 2001 - April 2010
Paine Webber February 2000 - May 2001
Education
Pace University - Lubin School of Business 1994 — 1999
BS, Marketing
Andy Schopick's Paine Webber Experience 1974 - 1977
Job Formerly associated with Nutmeg Securities
Industry Financial Services
Experience
Nutmeg Securities 1990 - March 2011
Gartner Group/Soundview Technology 1981 - 1989
EF Hutton 1977 - 1979
Paine Webber 1974 - 1977
Skills
Series 63, Research, Trading, Investments, Series 7
Education
Northwestern University 1966 — 1970
BA, Political Science
Nutmeg Securities 1990 - March 2011
Gartner Group/Soundview Technology 1981 - 1989
EF Hutton 1977 - 1979
Paine Webber 1974 - 1977
Skills
Series 63, Research, Trading, Investments, Series 7
Education
Northwestern University 1966 — 1970
BA, Political Science
Sherie Helstien's Paine Webber Experience August 1988 - April 1995
Job Secretary, Elected member of Roosevelt Island Residents Association
Industry Civic & Social Organization
Experience
Roosevelt Island Residents Association (RIRA) April 1998 - Present
Roosevelt Island Residents Association 1997 - Present
SEVERAL SHORT AND SEVERAL LONG-TERM TEMPORARY ASSIGNMENTS AFTER THE DEMISE OF ARTHUR ANDERSEN September 2002 - December 2006
Arthur Andersen August 2000 - April 2002
Morgan Stanley June 1999 - September 1999
Salomon Smith Barney February 1997 - October 1998
Paine Webber August 1988 - April 1995
Skills
Fundraising, Management, Non-profits
Education
San Francisco State University 1970 — 1974
Roosevelt Island Residents Association (RIRA) April 1998 - Present
Roosevelt Island Residents Association 1997 - Present
SEVERAL SHORT AND SEVERAL LONG-TERM TEMPORARY ASSIGNMENTS AFTER THE DEMISE OF ARTHUR ANDERSEN September 2002 - December 2006
Arthur Andersen August 2000 - April 2002
Morgan Stanley June 1999 - September 1999
Salomon Smith Barney February 1997 - October 1998
Paine Webber August 1988 - April 1995
Skills
Fundraising, Management, Non-profits
Education
San Francisco State University 1970 — 1974
Ed Jobst's Paine Webber Experience 1994 - 1998
Job Executive Director Nomura Securities International
Industry Financial Services
Experience
Nomura Securities September 2012 - Present
Jefferies & Company August 2007 - September 2012
Citigroup 2003 - 2007
Morgan Stanley Dean Witter 1998 - 2003
Paine Webber 1994 - 1998
Skills
Series 7, Fixed Income, Trading, Investment Banking, Investments, Series 24, Series 55, Series 63, Emerging Markets, Bonds, Capital Markets, Hedge Funds, Electronic Trading, Bloomberg, Asset Management, Credit Derivatives, FINRA, Financial Markets, Portfolio Management, Structured Products
Education
Providence College 1989 — 1993
Bachelor of Arts (B.A.)
Don Bosco Prep 1985 — 1989
Nomura Securities September 2012 - Present
Jefferies & Company August 2007 - September 2012
Citigroup 2003 - 2007
Morgan Stanley Dean Witter 1998 - 2003
Paine Webber 1994 - 1998
Skills
Series 7, Fixed Income, Trading, Investment Banking, Investments, Series 24, Series 55, Series 63, Emerging Markets, Bonds, Capital Markets, Hedge Funds, Electronic Trading, Bloomberg, Asset Management, Credit Derivatives, FINRA, Financial Markets, Portfolio Management, Structured Products
Education
Providence College 1989 — 1993
Bachelor of Arts (B.A.)
Don Bosco Prep 1985 — 1989
James Dye's Paine Webber Experience 1999 - 2000
Job Senior Librarian I at Brooklyn Public Library
Industry Libraries
Experience
Brooklyn Public Library 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP 2008 - 2014
UBS Wealth Management 2000 - 2008
Paine Webber 1999 - 2000
Skills
Legal Research, Knowledge Management, Information Management, Mergers & Acquisitions, Online Research, Library Science, Library Instruction, Cataloging, Research, Collection Development, Metadata, Libraries, Information Literacy, Higher Education, Library Research, Virtual Reference, Library Reference, Library Management
Education
Pratt Institute 2006 — 2008
Master's degree, Library and Information Science
The College of New Jersey 1993 — 1997
BA, English
Brooklyn Public Library 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP 2008 - 2014
UBS Wealth Management 2000 - 2008
Paine Webber 1999 - 2000
Skills
Legal Research, Knowledge Management, Information Management, Mergers & Acquisitions, Online Research, Library Science, Library Instruction, Cataloging, Research, Collection Development, Metadata, Libraries, Information Literacy, Higher Education, Library Research, Virtual Reference, Library Reference, Library Management
Education
Pratt Institute 2006 — 2008
Master's degree, Library and Information Science
The College of New Jersey 1993 — 1997
BA, English
Joseph Irving's Paine Webber Experience 1985 - 1986
Job Director, Operations at Premium Point Investments
Industry Financial Services
Experience
Premium Point Investments March 2010 - July 2015
Highland Financial Holdings Group June 2000 - March 2010
Nomura Securities 1999 - 2000
Deutsche Bank Securities 1994 - 1999
Paine Webber 1985 - 1986
Skills
Hedge Funds, Credit Derivatives, MBS, Fixed Income, Financial Reporting, Investments, Auditing, Mutual Funds, Bloomberg, Alternative Investments, Investment Banking, Derivatives, Asset Management
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Premium Point Investments March 2010 - July 2015
Highland Financial Holdings Group June 2000 - March 2010
Nomura Securities 1999 - 2000
Deutsche Bank Securities 1994 - 1999
Paine Webber 1985 - 1986
Skills
Hedge Funds, Credit Derivatives, MBS, Fixed Income, Financial Reporting, Investments, Auditing, Mutual Funds, Bloomberg, Alternative Investments, Investment Banking, Derivatives, Asset Management
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
Master of Business Administration (MBA), Finance
Pace University - Lubin School of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Doug Darman's Paine Webber Experience 1998 - 2000
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank October 2003 - Present
Citigroup Alternative Investment 2000 - 2003
Paine Webber 1998 - 2000
Skills
Fixed Income, Derivatives, Capital Markets, Portfolio Management, Financial Modeling, Hedge Funds, Credit Risk, Risk Management, Credit Derivatives, Valuation
Education
Rutgers, Graduate School of Management 1991 — 1992
MBA, Accounting
Rutgers University-New Brunswick 1986 — 1990
BA, Economics
Deutsche Bank October 2003 - Present
Citigroup Alternative Investment 2000 - 2003
Paine Webber 1998 - 2000
Skills
Fixed Income, Derivatives, Capital Markets, Portfolio Management, Financial Modeling, Hedge Funds, Credit Risk, Risk Management, Credit Derivatives, Valuation
Education
Rutgers, Graduate School of Management 1991 — 1992
MBA, Accounting
Rutgers University-New Brunswick 1986 — 1990
BA, Economics
Andrei Marinich's Paine Webber Experience 1996 - 2000
Job VP Portfolio Construction, Strategic Investment Research Group
Industry Investment Management
Experience
Prudential October 2000 - Present
Prudential Investments 2000 - Present
Paine Webber 1996 - 2000
Bank of New York 1993 - 1994
Skills
Alternative Investments, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Hedge Funds, Asset Management, Securities, Fund Of Funds, Risk Management, Due Diligence, Asset Managment, ETFs, Investments, Bloomberg, Investment Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), Economics
Rutgers University-New Brunswick
Prudential October 2000 - Present
Prudential Investments 2000 - Present
Paine Webber 1996 - 2000
Bank of New York 1993 - 1994
Skills
Alternative Investments, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Hedge Funds, Asset Management, Securities, Fund Of Funds, Risk Management, Due Diligence, Asset Managment, ETFs, Investments, Bloomberg, Investment Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), Economics
Rutgers University-New Brunswick
Susan Lerner's Paine Webber Experience 1986 - 1996
Job Executive Search Consultant, Investment Management
Industry Staffing and Recruiting
Experience
Jamesbeck Global Partners November 2006 - Present
Whitney Group 1998 - October 2006
Paine Webber 1986 - 1996
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Management, Finance
Washington University in St. Louis 1977 — 1980
BA, Economics
iPEC
Jamesbeck Global Partners November 2006 - Present
Whitney Group 1998 - October 2006
Paine Webber 1986 - 1996
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Management, Finance
Washington University in St. Louis 1977 — 1980
BA, Economics
iPEC
Ralph Campitelli's Paine Webber Experience January 1996 - February 1997
Job Service Manager at RigNet
Industry Financial Services
Experience
RigNet January 2011 - July 2011
Walkercom May 2010 - August 2010
Stanford Financial Group September 2008 - March 2009
Stanford Financial Group April 1999 - September 2008
Stanford Financial Group February 1999 - April 1999
Williams Communications Solutions October 1998 - January 1999
Comdisco Corporation May 1998 - August 1998
Lucent Technologies February 1997 - May 1998
Paine Webber January 1996 - February 1997
Dow Jones/Telerate May 1993 - November 1995
Skills
Avaya, Budgets, Cisco Technologies, Data Center, Disaster Recovery, Human Resources, Integration, Management, Network Design, Network Administration, Networking, Process Improvement, Project Management, Program Management, Project Planning, Security, Servers, Software Documentation, Technical Support, Telephony, Telecommunications, Troubleshooting, VoIP, Vendor Management, WAN
Education
Brookdale Community College 1985 — 1986
Computer Science
The College of New Jersey 1981 — 1984
Criminal Justice
Ocean County College 1979 — 1981
Ocean County College 1979 — 1981
A.S., Criminal Justice
RigNet January 2011 - July 2011
Walkercom May 2010 - August 2010
Stanford Financial Group September 2008 - March 2009
Stanford Financial Group April 1999 - September 2008
Stanford Financial Group February 1999 - April 1999
Williams Communications Solutions October 1998 - January 1999
Comdisco Corporation May 1998 - August 1998
Lucent Technologies February 1997 - May 1998
Paine Webber January 1996 - February 1997
Dow Jones/Telerate May 1993 - November 1995
Skills
Avaya, Budgets, Cisco Technologies, Data Center, Disaster Recovery, Human Resources, Integration, Management, Network Design, Network Administration, Networking, Process Improvement, Project Management, Program Management, Project Planning, Security, Servers, Software Documentation, Technical Support, Telephony, Telecommunications, Troubleshooting, VoIP, Vendor Management, WAN
Education
Brookdale Community College 1985 — 1986
Computer Science
The College of New Jersey 1981 — 1984
Criminal Justice
Ocean County College 1979 — 1981
Ocean County College 1979 — 1981
A.S., Criminal Justice
Frank Huemmer's Paine Webber Experience August 1993 - October 2000
Job Assistant Vice President at GID Investment Advisers LLC
Industry Real Estate
Experience
GID Investment Advisers LLC November 2000 - Present
Paine Webber August 1993 - October 2000
THE MAY DEPARTMENT STORES COMPANY June 1988 - May 1991
Education
Penn State University 1991 — 1993
MBA, Concentration in Finance
University of Notre Dame 1984 — 1988
BBA, Marketing
St. Ignatius High School -- Cleveland, Ohio
GID Investment Advisers LLC November 2000 - Present
Paine Webber August 1993 - October 2000
THE MAY DEPARTMENT STORES COMPANY June 1988 - May 1991
Education
Penn State University 1991 — 1993
MBA, Concentration in Finance
University of Notre Dame 1984 — 1988
BBA, Marketing
St. Ignatius High School -- Cleveland, Ohio
James Cookfair's Paine Webber Experience 1981 - 1985
Job Business Intelligence Strategy and Management at Business Intelligence Consulting
Industry Information Technology and Services
Experience
Business Intelligence Consulting November 2012 - Present
IBM June 2004 - June 2012
IBM June 2000 - May 2004
Vantas Inc May 1998 - June 2000
Avon Cosmetics February 1987 - May 1998
paine webber 1981 - 1985
Skills
Customer Data..., Information Management, Information Technology, Customer Data..., Data Quality Management, Business Intelligence, Business Process, Data Analysis, Customer Acquisition, Team Leadership, Business Transformation, Program Management, Customer Data, Data Quality, Data Governance, Analysis, Business Analysis, Enterprise Software, CRM, Business Process..., Integration, Data Warehousing, Business Strategy, Strategy, Analytics, Vendor Management, Project Management, Leadership, Databases, Management, SaaS, Project Portfolio..., Requirements Analysis, Software Project..., SDLC, Enterprise Architecture, PMP, Business Process..., Business Requirements, PMO, Database Marketing, Start-ups, IT Strategy, Cross-functional Team..., Consulting, Marketing, Marketing Strategy, Training
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1991
MBA, Management
University at Albany, SUNY 1980 — 1981
BS, Finance
Bethlehem Central
Bethlehem Central
Business Intelligence Consulting November 2012 - Present
IBM June 2004 - June 2012
IBM June 2000 - May 2004
Vantas Inc May 1998 - June 2000
Avon Cosmetics February 1987 - May 1998
paine webber 1981 - 1985
Skills
Customer Data..., Information Management, Information Technology, Customer Data..., Data Quality Management, Business Intelligence, Business Process, Data Analysis, Customer Acquisition, Team Leadership, Business Transformation, Program Management, Customer Data, Data Quality, Data Governance, Analysis, Business Analysis, Enterprise Software, CRM, Business Process..., Integration, Data Warehousing, Business Strategy, Strategy, Analytics, Vendor Management, Project Management, Leadership, Databases, Management, SaaS, Project Portfolio..., Requirements Analysis, Software Project..., SDLC, Enterprise Architecture, PMP, Business Process..., Business Requirements, PMO, Database Marketing, Start-ups, IT Strategy, Cross-functional Team..., Consulting, Marketing, Marketing Strategy, Training
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1991
MBA, Management
University at Albany, SUNY 1980 — 1981
BS, Finance
Bethlehem Central
Bethlehem Central
Christopher K. Murphy's Paine Webber Experience June 1989 - April 1992
Job Managing Director Market Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors November 2003 - February 2014
Wheat First Butcher Singer January 1996 - November 2003
Gruntal & Co. May 1994 - January 1996
Oppenheimer & Co. Inc. April 1992 - May 1994
Paine Webber June 1989 - April 1992
Drexel Burnham Lambert August 1987 - June 1989
Education
Providence College 1983 — 1987
BS, Management Science with Western Civ.
Stamford Catholic High School 1979 — 1983
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors November 2003 - February 2014
Wheat First Butcher Singer January 1996 - November 2003
Gruntal & Co. May 1994 - January 1996
Oppenheimer & Co. Inc. April 1992 - May 1994
Paine Webber June 1989 - April 1992
Drexel Burnham Lambert August 1987 - June 1989
Education
Providence College 1983 — 1987
BS, Management Science with Western Civ.
Stamford Catholic High School 1979 — 1983
Michael V. Crooks's Paine Webber Experience 1992 - 1995
Job Founder at Now Atkins LLC
Industry Financial Services
Experience
Varas Capital 2015 - Present
Now Atkins LLC 2010 - Present
MVC Consulting LLC January 2006 - Present
DLJ/Credit Suisse 2000 - 2005
Paine Webber 1992 - 1995
Salomon Brothers 1991 - 1991
Morgan Stanley 1986 - 1990
Skills
Equity Derivatives, Equities, Structured Finance, Investments, Hedge Funds, Asset Management, Private Equity, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Derivatives
Education
Wharton School of Business 1984 — 1986
MBA in Finance
Rutgers University 1981 — 1984
Bachelors in Business Administration
Varas Capital 2015 - Present
Now Atkins LLC 2010 - Present
MVC Consulting LLC January 2006 - Present
DLJ/Credit Suisse 2000 - 2005
Paine Webber 1992 - 1995
Salomon Brothers 1991 - 1991
Morgan Stanley 1986 - 1990
Skills
Equity Derivatives, Equities, Structured Finance, Investments, Hedge Funds, Asset Management, Private Equity, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Derivatives
Education
Wharton School of Business 1984 — 1986
MBA in Finance
Rutgers University 1981 — 1984
Bachelors in Business Administration
Joseph S. Farrell's Paine Webber Experience 1989 - 1992
Job at Pershing LLC
Industry Financial Services
Experience
Pershing LLC September 2010 - Present
Cantor Fitzgerald 2009 - November 2010
Miningham & Oellerich, Inc. (M&O) 2008 - 2009
Wachovia Securities 2007 - 2008
ADP Clearing & Outsourcing, Inc. 2004 - 2007
Pershing 1999 - 2004
Pershing 1996 - 1999
UBS PaineWebber/ Correspondent Services Corporation 1993 - 1996
TMJ Property Control 1992 - 1993
Paine Webber 1989 - 1992
Skills
Series 7, Series 63, Series 24, Equities, Securities, Fixed Income, Investments, Team Leadership, Finance, Mutual Funds, Relationship Management, FINRA, Business Relationship..., Hedge Funds, Options, Financial Services, Trading
Education
Quinnipiac University 1986 — 1989
Bachelor of Science, Marketing
Pershing LLC September 2010 - Present
Cantor Fitzgerald 2009 - November 2010
Miningham & Oellerich, Inc. (M&O) 2008 - 2009
Wachovia Securities 2007 - 2008
ADP Clearing & Outsourcing, Inc. 2004 - 2007
Pershing 1999 - 2004
Pershing 1996 - 1999
UBS PaineWebber/ Correspondent Services Corporation 1993 - 1996
TMJ Property Control 1992 - 1993
Paine Webber 1989 - 1992
Skills
Series 7, Series 63, Series 24, Equities, Securities, Fixed Income, Investments, Team Leadership, Finance, Mutual Funds, Relationship Management, FINRA, Business Relationship..., Hedge Funds, Options, Financial Services, Trading
Education
Quinnipiac University 1986 — 1989
Bachelor of Science, Marketing
Robert Guarino's Paine Webber Experience December 1998 - December 2000
Job Business Development, Relationship, Sales and Trading Professional
Industry Financial Services
Experience
Independent Trader September 2012 - Present
TradingScreen November 2010 - September 2012
Liquidnet April 2007 - October 2010
SunGard April 2006 - April 2007
Onlyson Inc January 2005 - April 2006
Cantor Fitzgerald February 2002 - December 2004
Salomon Smith Barney October 2000 - December 2001
Paine Webber December 1998 - December 2000
Skills
Equities, Electronic Trading, Trading Systems, Equity Trading, Trading, Securities, Business Development, Hedge Funds, Fixed Income, CRM, Series 63, Financial Markets, Series 7, Bloomberg, Options, Equity Derivatives, FINRA, Market Data, Capital Markets, Management, Derivatives, FX trading, Low Latency, FX Options, Portfolio Management, Bloomberg Terminal, Back Office
Education
Rutgers University-New Brunswick 1989 — 1993
Bachelor's Degree, Environmental and Business Economics
Independent Trader September 2012 - Present
TradingScreen November 2010 - September 2012
Liquidnet April 2007 - October 2010
SunGard April 2006 - April 2007
Onlyson Inc January 2005 - April 2006
Cantor Fitzgerald February 2002 - December 2004
Salomon Smith Barney October 2000 - December 2001
Paine Webber December 1998 - December 2000
Skills
Equities, Electronic Trading, Trading Systems, Equity Trading, Trading, Securities, Business Development, Hedge Funds, Fixed Income, CRM, Series 63, Financial Markets, Series 7, Bloomberg, Options, Equity Derivatives, FINRA, Market Data, Capital Markets, Management, Derivatives, FX trading, Low Latency, FX Options, Portfolio Management, Bloomberg Terminal, Back Office
Education
Rutgers University-New Brunswick 1989 — 1993
Bachelor's Degree, Environmental and Business Economics
William Drewry's Paine Webber Experience 1994 - 1998
Job Founding Partner at Pursuit Merchant Bank
Industry Entertainment
Experience
Pursuit Merchant Bank July 2015 - Present
RBC Capital Markets May 2011 - Present
Diamond Castle Holdings 2009 - 2011
UBS Investment Bank May 2007 - December 2008
Credit Suisse First Boston 2000 - 2007
Credit Suisse 1998 - 2007
Donaldson, Lufkin & Jenrette/DLJ 1998 - 2000
Donaldson Lufkin & Jenrette 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody & Company 1992 - 1994
Education
Old Dominion University
BA, History
Pursuit Merchant Bank July 2015 - Present
RBC Capital Markets May 2011 - Present
Diamond Castle Holdings 2009 - 2011
UBS Investment Bank May 2007 - December 2008
Credit Suisse First Boston 2000 - 2007
Credit Suisse 1998 - 2007
Donaldson, Lufkin & Jenrette/DLJ 1998 - 2000
Donaldson Lufkin & Jenrette 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody & Company 1992 - 1994
Education
Old Dominion University
BA, History
Darryl Wingate's Paine Webber Experience December 1994 - February 1995
Job Experienced IT Professional and Supply Chain Data Manager
Industry Information Technology and Services
Experience
PCM November 2009 - Present
WINDGATED DATA SERVICES January 2005 - Present
Orlando Health / Consolidated Service Center May 2011 - September 2012
SUNY Downstate Medical Center August 1996 - February 2008
Chase Manhattan Corporation July 1995 - December 1995
Paine Webber December 1994 - February 1995
Viacom June 1990 - January 1994
Skills
Cisco, HP, Lotus Notes, TCP/IP, DHCP, ITIL, Windows 7, Server Administration, Cisco Technologies, Troubleshooting, Active Directory, Software Documentation, DNS, Technical Support, Data Center, Hardware, Networking, Software Installation, Leadership
Education
George Washington University, School of Business 2006 — 2006
Certificate
Help Desk Institute 2006 — 2006
Certification
Rochester Institute of Technology 1979 — 1985
Bachelor’s Degree
PCM November 2009 - Present
WINDGATED DATA SERVICES January 2005 - Present
Orlando Health / Consolidated Service Center May 2011 - September 2012
SUNY Downstate Medical Center August 1996 - February 2008
Chase Manhattan Corporation July 1995 - December 1995
Paine Webber December 1994 - February 1995
Viacom June 1990 - January 1994
Skills
Cisco, HP, Lotus Notes, TCP/IP, DHCP, ITIL, Windows 7, Server Administration, Cisco Technologies, Troubleshooting, Active Directory, Software Documentation, DNS, Technical Support, Data Center, Hardware, Networking, Software Installation, Leadership
Education
George Washington University, School of Business 2006 — 2006
Certificate
Help Desk Institute 2006 — 2006
Certification
Rochester Institute of Technology 1979 — 1985
Bachelor’s Degree
Steven Ognibene's Paine Webber Experience 1993 - 1995
Job Computer Professional
Industry Financial Services
Experience
PIMCO August 2011 - February 2014
JP Morgan March 2006 - August 2011
Lehman Brothers March 2005 - March 2006
Bank Of America August 2003 - March 2005
CSFB April 2000 - August 2003
Bear Stearns 1997 - 2000
Paine Webber 1993 - 1995
Education
Queens College
PIMCO August 2011 - February 2014
JP Morgan March 2006 - August 2011
Lehman Brothers March 2005 - March 2006
Bank Of America August 2003 - March 2005
CSFB April 2000 - August 2003
Bear Stearns 1997 - 2000
Paine Webber 1993 - 1995
Education
Queens College
Ray Schenk, CFP®, CTFA, CLU®, ChFC®'s Paine Webber Experience October 1997 - July 1998
Job Senior Wealth Advisor, Certified Financial Planner® Practitioner, Financial and Retirement Planning, IRA Rollovers
Industry Financial Services
Experience
Senior Wealth Advisor August 2015 - Present
Alpine Trust & Investment Group December 2004 - August 2015
Benefit Planning Services, Inc. (an NFP company) August 1998 - August 2004
Paine Webber October 1997 - July 1998
EMI Music Distribution October 1994 - October 1997
Rockford Financial Planning Services, Inc. November 1989 - August 1994
Skills
Investments, Financial Planning, Strategic Planning, Retirement Planning, Asset Management, Insurance, Portfolio Management, Financial Advisory, Financial Services, Retirement, Strategic Financial..., Management, Estate Planning, Finance
Education
The American College 2002 — 2007
CLU, ChFC, Advanced Financial, Estate, Retirement & Life Insurance Planning
Rockford University
Bachelor's Degree, Business Administration and Marketing
Senior Wealth Advisor August 2015 - Present
Alpine Trust & Investment Group December 2004 - August 2015
Benefit Planning Services, Inc. (an NFP company) August 1998 - August 2004
Paine Webber October 1997 - July 1998
EMI Music Distribution October 1994 - October 1997
Rockford Financial Planning Services, Inc. November 1989 - August 1994
Skills
Investments, Financial Planning, Strategic Planning, Retirement Planning, Asset Management, Insurance, Portfolio Management, Financial Advisory, Financial Services, Retirement, Strategic Financial..., Management, Estate Planning, Finance
Education
The American College 2002 — 2007
CLU, ChFC, Advanced Financial, Estate, Retirement & Life Insurance Planning
Rockford University
Bachelor's Degree, Business Administration and Marketing
Joseph Buttacavoli's Paine Webber Experience September 1980 - January 1985
Job VP at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse February 1985 - Present
Paine Webber September 1980 - January 1985
Education
Pace University 1980 — 1983
Business
Credit Suisse February 1985 - Present
Paine Webber September 1980 - January 1985
Education
Pace University 1980 — 1983
Business
Tim Gilbert's Paine Webber Experience October 1995 - May 1999
Job VP Warehouse Lending at Texas Capital Bank: Northeastern Region
Industry Investment Banking
Experience
Texas Capital Bank February 2015 - Present
Credit Suisse January 2009 - January 2015
Credit Suisse November 2003 - December 2008
Credit Suisse May 1999 - November 2003
Paine Webber October 1995 - May 1999
Norwest Financial August 1992 - June 1995
MassMutual Financial Group August 1991 - August 1992
Skills
Client Relationship..., Risk Management, Credit Risk, Leadership, Collateral Management, Process Improvement, Project Coordination, Management, Finance, Capital Markets, Due Diligence, CRM, Portfolio Management, Credit, Financial Services, Sales, New Business Development, Mortgage Lending, Investment Banking, Cash Management, Loans, Prime Brokerage, Fixed Income, Operations Management, Analytics, Banking, Trading, Mergers & Acquisitions, Team Management, Analysis
Education
University of Richmond 1987 — 1991
BS, Finance/Marketing
Pace University - Lubin School of Business 1995 — 1997
MBA, Finance
Middletown HS South 1985 — 1987
Texas Capital Bank February 2015 - Present
Credit Suisse January 2009 - January 2015
Credit Suisse November 2003 - December 2008
Credit Suisse May 1999 - November 2003
Paine Webber October 1995 - May 1999
Norwest Financial August 1992 - June 1995
MassMutual Financial Group August 1991 - August 1992
Skills
Client Relationship..., Risk Management, Credit Risk, Leadership, Collateral Management, Process Improvement, Project Coordination, Management, Finance, Capital Markets, Due Diligence, CRM, Portfolio Management, Credit, Financial Services, Sales, New Business Development, Mortgage Lending, Investment Banking, Cash Management, Loans, Prime Brokerage, Fixed Income, Operations Management, Analytics, Banking, Trading, Mergers & Acquisitions, Team Management, Analysis
Education
University of Richmond 1987 — 1991
BS, Finance/Marketing
Pace University - Lubin School of Business 1995 — 1997
MBA, Finance
Middletown HS South 1985 — 1987
James Armour's Paine Webber Experience May 1990 - August 1996
Job Managing Partner at Armour Capital
Industry Financial Services
Experience
Armour Capital July 2000 - Present
Bakken Drilling Fund III LP August 2013 - Present
Sabrient Systems October 2000 - December 2003
RBC Wealth Management September 1996 - July 2000
Paine Webber May 1990 - August 1996
Armour Capital, LLC January 1980 - 1991
Smith Barney October 1986 - May 1990
OCOMCO 1976 - 1979
Education
University of Minnesota-Twin Cities 1974 — 1976
BA, Psychology & Business
St. John's University 1972 — 1974
Sciences/Business
Park Center High School 1971 — 1972
Osseo High School 1969 — 1971
Armour Capital July 2000 - Present
Bakken Drilling Fund III LP August 2013 - Present
Sabrient Systems October 2000 - December 2003
RBC Wealth Management September 1996 - July 2000
Paine Webber May 1990 - August 1996
Armour Capital, LLC January 1980 - 1991
Smith Barney October 1986 - May 1990
OCOMCO 1976 - 1979
Education
University of Minnesota-Twin Cities 1974 — 1976
BA, Psychology & Business
St. John's University 1972 — 1974
Sciences/Business
Park Center High School 1971 — 1972
Osseo High School 1969 — 1971
Raul Wong's Paine Webber Experience April 2002 - June 2005
Job Information Services Professional
Industry Information Services
Experience
Verisk Analytics 2009 - Present
UBS Wealth Management July 2005 - December 2008
Paine Webber April 2002 - June 2005
PaineWebber March 1999 - March 2002
New York Life July 1995 - March 1999
New York Life September 1991 - June 1995
New York Life June 1985 - August 1991
People Express Airlines 1982 - 1985
Education
Saint Peter's University 1981 — 1985
B.S. Computer Science, Computer Programmer/Information Technology
Verisk Analytics 2009 - Present
UBS Wealth Management July 2005 - December 2008
Paine Webber April 2002 - June 2005
PaineWebber March 1999 - March 2002
New York Life July 1995 - March 1999
New York Life September 1991 - June 1995
New York Life June 1985 - August 1991
People Express Airlines 1982 - 1985
Education
Saint Peter's University 1981 — 1985
B.S. Computer Science, Computer Programmer/Information Technology
Judith (Judy) Platt's Paine Webber Experience 2000 - 2002
Job Licensed Support at Ameriprise
Industry Financial Services
Experience
Ameriprise March 2011 - Present
Self, Old Navy, Offices January 2010 - September 2011
M Financial Planning Services, Inc December 2004 - June 2008
Ocean County 2002 - 2004
Paine Webber 2000 - 2002
Education
Rutgers University-New Brunswick
BA, English/Communications
Ameriprise March 2011 - Present
Self, Old Navy, Offices January 2010 - September 2011
M Financial Planning Services, Inc December 2004 - June 2008
Ocean County 2002 - 2004
Paine Webber 2000 - 2002
Education
Rutgers University-New Brunswick
BA, English/Communications
arlene walsh's Paine Webber Experience July 1978 - April 1991
Job owner at sparkles 'n stones
Industry Retail
Experience
sparkles 'n stones VP Sales TradingAlex Brown and SonsFebruary 1992 - February 1996
Paine Webber July 1978 - April 1991
Education
Pace University 1972 — 1974
Business
Curtis High School
sparkles 'n stones VP Sales TradingAlex Brown and SonsFebruary 1992 - February 1996
Paine Webber July 1978 - April 1991
Education
Pace University 1972 — 1974
Business
Curtis High School
Frederick Demler's Paine Webber Experience February 1990 - October 1993
Job Global Head of Metals at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. November 2011 - Present
MF Global November 1993 - November 2011
Paine Webber February 1990 - October 1993
Drexel Burnham Lambert June 1983 - February 1990
Education
Penn State University 1971 — 1980
Ph.D., Mineral Economics
INTL FCStone Inc. November 2011 - Present
MF Global November 1993 - November 2011
Paine Webber February 1990 - October 1993
Drexel Burnham Lambert June 1983 - February 1990
Education
Penn State University 1971 — 1980
Ph.D., Mineral Economics
Brian M. Mayer's Paine Webber Experience 1997 - 1999
Job Adjunct Faculty at Tri County Technology Center
Industry Professional Training & Coaching
Experience
Tri County Technology Center January 2015 - Present
Parabellum Training Group January 2003 - Present
2 North Inc. January 2003 - December 2014
2 North Investment Advisors January 2003 - April 2013
Morgan Stanley 1999 - 2003
Paine Webber 1997 - 1999
Skills
Strategic Planning, Business Strategy, Investments, Mergers, New Business Development, Start-ups, Entrepreneurship, Business Development, Risk Management, Marketing Strategy, Business Planning, Team Building, Financial Analysis, Marketing, Change Management, Management, Training, Mergers & Acquisitions, Leadership
Education
University of Oklahoma 2014 — 2015
Master's Degree, Criminal Justice, 4.0
Oklahoma State University 2008 — 2009
Master of Science (MS), Entrepreneurial Marketing
University of Oklahoma 1995 — 1999
Bachelor of Science (BS), Enterprise and Commerce
Tri County Technology Center January 2015 - Present
Parabellum Training Group January 2003 - Present
2 North Inc. January 2003 - December 2014
2 North Investment Advisors January 2003 - April 2013
Morgan Stanley 1999 - 2003
Paine Webber 1997 - 1999
Skills
Strategic Planning, Business Strategy, Investments, Mergers, New Business Development, Start-ups, Entrepreneurship, Business Development, Risk Management, Marketing Strategy, Business Planning, Team Building, Financial Analysis, Marketing, Change Management, Management, Training, Mergers & Acquisitions, Leadership
Education
University of Oklahoma 2014 — 2015
Master's Degree, Criminal Justice, 4.0
Oklahoma State University 2008 — 2009
Master of Science (MS), Entrepreneurial Marketing
University of Oklahoma 1995 — 1999
Bachelor of Science (BS), Enterprise and Commerce
Michael Shelepak's Paine Webber Experience October 1996 - November 2000
Job Director at Societe Generale
Industry Financial Services
Experience
Newedge USA LLC October 2012 - Present
Jefferies & Company 2007 - April 2012
Credit Suisse March 2002 - March 2007
UBS November 2000 - February 2002
Paine Webber October 1996 - November 2000
PNC Bank / Midlantic Bank NA August 1991 - October 1996
Skills
Credit Risk, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark
BS, Management / Finance
Newedge USA LLC October 2012 - Present
Jefferies & Company 2007 - April 2012
Credit Suisse March 2002 - March 2007
UBS November 2000 - February 2002
Paine Webber October 1996 - November 2000
PNC Bank / Midlantic Bank NA August 1991 - October 1996
Skills
Credit Risk, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark
BS, Management / Finance
Robert Discolo, CFA's Paine Webber Experience 1998 - 1999
Job Executive Vice President at the Permal Group
Industry Financial Services
Experience
The Permal Group July 2015 - Present
Beachhead Capital Management, LLC January 2014 - June 2015
PineBridge Investments April 2010 - January 2014
AIG Global Investment Group 1999 - March 2010
Paine Webber 1998 - 1999
Julius Baer 1991 - 1998
Merrill Lynch 1988 - 1991
Skills
Hedge Funds, High Net Worth..., Fixed Income, Alternative Investments, Investment Banking, Fund Of Funds, Equities, Portfolio Management, Investments, Derivatives, Financial Modeling, Private Equity, Asset Managment, Capital Markets, Finance, Investment Advisory, Financial Reporting, Financial Services, Mutual Funds, Asset Management, Emerging Markets, Institutional..., Valuation, Bloomberg, Investor Relations, Investment Management, Venture Capital, Asset Allocation, Investment Strategies, Due Diligence, Trading, Endowments, FX Options, Equity Research, Business Strategy, Operational Due..., Options, Credit Risk
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Business
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
bs, accounting
The Permal Group July 2015 - Present
Beachhead Capital Management, LLC January 2014 - June 2015
PineBridge Investments April 2010 - January 2014
AIG Global Investment Group 1999 - March 2010
Paine Webber 1998 - 1999
Julius Baer 1991 - 1998
Merrill Lynch 1988 - 1991
Skills
Hedge Funds, High Net Worth..., Fixed Income, Alternative Investments, Investment Banking, Fund Of Funds, Equities, Portfolio Management, Investments, Derivatives, Financial Modeling, Private Equity, Asset Managment, Capital Markets, Finance, Investment Advisory, Financial Reporting, Financial Services, Mutual Funds, Asset Management, Emerging Markets, Institutional..., Valuation, Bloomberg, Investor Relations, Investment Management, Venture Capital, Asset Allocation, Investment Strategies, Due Diligence, Trading, Endowments, FX Options, Equity Research, Business Strategy, Operational Due..., Options, Credit Risk
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Business
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
bs, accounting
Victor Collins's Paine Webber Experience October 1996 - April 1999
Job Analyst at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ March 2012 - Present
Orange and Rockland Utilities, Inc. August 2011 - March 2012
Double Rock Corporation November 2007 - April 2011
UBS Wealth Management September 2006 - August 2007
UBS Wealth Management March 2003 - August 2006
UBS Wealth Management May 1999 - February 2003
Paine Webber October 1996 - April 1999
Skills
Equities, VSAM, SDLC, Fixed Income, JCL, Business Analysis, COBOL, PMO, Asset Management, DB2, Banking, Risk Management, Project Management, CICS, Requirements Gathering, Visio, Mainframe, Financial Services, Requirements Analysis, Business Requirements, User Acceptance Testing
Education
Forest Hills HIgh School
Informatica
Queens College
BA, Political Science / Communications
Bank of Tokyo-Mitsubishi UFJ March 2012 - Present
Orange and Rockland Utilities, Inc. August 2011 - March 2012
Double Rock Corporation November 2007 - April 2011
UBS Wealth Management September 2006 - August 2007
UBS Wealth Management March 2003 - August 2006
UBS Wealth Management May 1999 - February 2003
Paine Webber October 1996 - April 1999
Skills
Equities, VSAM, SDLC, Fixed Income, JCL, Business Analysis, COBOL, PMO, Asset Management, DB2, Banking, Risk Management, Project Management, CICS, Requirements Gathering, Visio, Mainframe, Financial Services, Requirements Analysis, Business Requirements, User Acceptance Testing
Education
Forest Hills HIgh School
Informatica
Queens College
BA, Political Science / Communications
Adean L. Hepburn's Paine Webber Experience January 1989 - June 1995
Job Site Acquisition Specialist II at Bechtel
Industry Telecommunications
Experience
Bechtel Communication, Inc. July 2010 - Present
Sprint July 1996 - April 2008
Paine Webber January 1989 - June 1995
Skills
Management, Contract Negotiation, Project Management, Project Planning, Real Estate, Teamwork, Telecommunications, Program Management, Contract Management, Vendor Management, Construction, Team Leadership, Negotiation, Strategic Planning, Team Building, Business Development, Leadership, Process Scheduler, Operations Management, MS Project, Budgets
Education
Ramapo College of NJ 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Ramapo College of New Jersey 2007 — 2010
B.S., Business Administration/Human Resource Management/Anisfield School of Business
Bechtel Communication, Inc. July 2010 - Present
Sprint July 1996 - April 2008
Paine Webber January 1989 - June 1995
Skills
Management, Contract Negotiation, Project Management, Project Planning, Real Estate, Teamwork, Telecommunications, Program Management, Contract Management, Vendor Management, Construction, Team Leadership, Negotiation, Strategic Planning, Team Building, Business Development, Leadership, Process Scheduler, Operations Management, MS Project, Budgets
Education
Ramapo College of NJ 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Ramapo College of New Jersey 2007 — 2010
B.S., Business Administration/Human Resource Management/Anisfield School of Business
Mark Mullinix's Paine Webber Experience April 1991 - August 1994
Job President at Atlantic Auto Glass, Inc
Industry Automotive
Experience
Atlantic Auto Glass, Inc. August 1994 - Present
Atlantic Auto Glass, Inc August 1994 - Present
Paine Webber April 1991 - August 1994
Skills
Strategic Planning, New Business Development, Marketing Strategy, Sales Management, Public Relations, Customer Service, Team Leadership, Leadership, Investments, Sales, Management, Contract Negotiation
Education
Palm Beach Community College
Riverside Military Academy
Atlantic Auto Glass, Inc. August 1994 - Present
Atlantic Auto Glass, Inc August 1994 - Present
Paine Webber April 1991 - August 1994
Skills
Strategic Planning, New Business Development, Marketing Strategy, Sales Management, Public Relations, Customer Service, Team Leadership, Leadership, Investments, Sales, Management, Contract Negotiation
Education
Palm Beach Community College
Riverside Military Academy
Fernando Wilson's Paine Webber Experience September 1995 - December 2001
Job Auditing and Compliance Professional
Industry Accounting
Experience
State of Illinois March 2004 - Present
Paine Webber September 1995 - December 2001
Paine Webber August 1989 - September 1995
Skills
Derivatives, Accounting, Finance, Options, Financial Risk, Trading Systems, Business Analysis, Management, Auditing, Trading, Hedge Funds, Internal Controls
Education
The University of Chicago 1979 — 1983
BA, Public Policy
The University of Chicago 1980 — 1981
The University of Chicago 1978 — 1981
Northwestern University
Accounting
State of Illinois March 2004 - Present
Paine Webber September 1995 - December 2001
Paine Webber August 1989 - September 1995
Skills
Derivatives, Accounting, Finance, Options, Financial Risk, Trading Systems, Business Analysis, Management, Auditing, Trading, Hedge Funds, Internal Controls
Education
The University of Chicago 1979 — 1983
BA, Public Policy
The University of Chicago 1980 — 1981
The University of Chicago 1978 — 1981
Northwestern University
Accounting
John Vinci's Paine Webber Experience January 1995 - November 2001
Job Head of Banking Products at Barclays Wealth
Industry Financial Services
Experience
Barclays August 2010 - Present
UBS Wealth Management May 2008 - March 2010
UBS Wealth Management November 2001 - April 2008
UBS Wealth Management July 2003 - January 2006
Paine Webber January 1995 - November 2001
Paine Webber September 1993 - December 1995
Paine Webber January 1990 - August 1993
Salomon Brothers September 1987 - December 1989
Skills
Securities, ALM, Treasury, Equities, Interest Rate Risk..., Fixed Income, Investments, Portfolio Management, Trading, Derivatives, Financial Modeling, Banking, Business Strategy, Capital Markets, Finance, Financial Risk, Financial Services, Cash Management, Hedge Funds, Financial Analysis, Strategy
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelors, Public Accounting
Xaverian High School 1976 — 1980
Diploma, Accounting
University of Pennsylvania - The Wharton School
SIFMA Executive Development Program
Barclays August 2010 - Present
UBS Wealth Management May 2008 - March 2010
UBS Wealth Management November 2001 - April 2008
UBS Wealth Management July 2003 - January 2006
Paine Webber January 1995 - November 2001
Paine Webber September 1993 - December 1995
Paine Webber January 1990 - August 1993
Salomon Brothers September 1987 - December 1989
Skills
Securities, ALM, Treasury, Equities, Interest Rate Risk..., Fixed Income, Investments, Portfolio Management, Trading, Derivatives, Financial Modeling, Banking, Business Strategy, Capital Markets, Finance, Financial Risk, Financial Services, Cash Management, Hedge Funds, Financial Analysis, Strategy
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelors, Public Accounting
Xaverian High School 1976 — 1980
Diploma, Accounting
University of Pennsylvania - The Wharton School
SIFMA Executive Development Program
Vitaliy Vorona's Paine Webber Experience November 1997 - May 1999
Job Associate Director Software Architect at Moody's Analytics
Industry Information Technology and Services
Experience
Moody's Analytics June 2013 - Present
Bank of America November 2009 - April 2013
WestLB April 2008 - September 2009
Moore Stephens Business Solutions June 2007 - March 2008
TIAA-CREF November 2004 - June 2007
Citigroup March 2000 - April 2004
Deutsche Bank June 1999 - February 2000
Paine-Webber November 1997 - May 1999
Skills
T-SQL, Microsoft SQL Server, Data Warehousing, SSIS, ETL, Database Design, Data Modeling, Data Warehouse..., Erwin, Stored Procedures, SQL, DTS, OLAP, Unix, Crystal Reports, Relational Databases, Visio, Informatica, Visual Basic, Sybase, Software Documentation, PL/SQL, Disaster Recovery, Performance Tuning, Databases, Business Objects, SDLC, Data Migration, Architecture, Integration, Scrum, Software Development, VB.NET, SQL Tuning, Business Process, Analysis Services, High Availability, DB2, Oracle, Data Integration
Education
Odessa State Polytechnic University
Moody's Analytics June 2013 - Present
Bank of America November 2009 - April 2013
WestLB April 2008 - September 2009
Moore Stephens Business Solutions June 2007 - March 2008
TIAA-CREF November 2004 - June 2007
Citigroup March 2000 - April 2004
Deutsche Bank June 1999 - February 2000
Paine-Webber November 1997 - May 1999
Skills
T-SQL, Microsoft SQL Server, Data Warehousing, SSIS, ETL, Database Design, Data Modeling, Data Warehouse..., Erwin, Stored Procedures, SQL, DTS, OLAP, Unix, Crystal Reports, Relational Databases, Visio, Informatica, Visual Basic, Sybase, Software Documentation, PL/SQL, Disaster Recovery, Performance Tuning, Databases, Business Objects, SDLC, Data Migration, Architecture, Integration, Scrum, Software Development, VB.NET, SQL Tuning, Business Process, Analysis Services, High Availability, DB2, Oracle, Data Integration
Education
Odessa State Polytechnic University
Igor Maryasis's Paine Webber Experience July 1998 - September 1999
Job Director, Senior Analyst at Avondale Partners
Industry Financial Services
Experience
Avondale Partners July 2015 - Present
Asia Intel Partners, LLC January 2013 - July 2015
Newland Capital Management, LLC June 2007 - December 2012
Prudential Financial May 2006 - June 2007
Prudential Financial December 1999 - May 2006
Paine Webber July 1998 - September 1999
Skills
Valuation, Stock Picking, Investments, Hedge Funds, Financial Modeling, Equity Research, Equities, Finance, Capital Markets, Bloomberg, Mutual Funds, Asset Management, Financial Analysis, Portfolio Management, Management, Securities
Education
Pace University - Lubin School of Business 1995 — 1999
BA, Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
Avondale Partners July 2015 - Present
Asia Intel Partners, LLC January 2013 - July 2015
Newland Capital Management, LLC June 2007 - December 2012
Prudential Financial May 2006 - June 2007
Prudential Financial December 1999 - May 2006
Paine Webber July 1998 - September 1999
Skills
Valuation, Stock Picking, Investments, Hedge Funds, Financial Modeling, Equity Research, Equities, Finance, Capital Markets, Bloomberg, Mutual Funds, Asset Management, Financial Analysis, Portfolio Management, Management, Securities
Education
Pace University - Lubin School of Business 1995 — 1999
BA, Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
Eva-Maria Ditaranto's Paine Webber Experience September 1979 - December 1982
Job
Industry Human Resources
Experience
Paine Webber September 1979 - December 1982
ITT World Headquarters, NYC November 1969 - May 1978
ITT World Headquarters, NYC November 1969 - May 1978
ITT World Headquarters, NYC November 1969 - May 1978
Education
Queens College 1965 — 1969
B.A., Linguistics
Paine Webber September 1979 - December 1982
ITT World Headquarters, NYC November 1969 - May 1978
ITT World Headquarters, NYC November 1969 - May 1978
ITT World Headquarters, NYC November 1969 - May 1978
Education
Queens College 1965 — 1969
B.A., Linguistics
Daniel Goldblatt's Paine Webber Experience April 1997 - January 1999
Job Retirement Plans Wholesaler at ADP
Industry Information Services
Experience
ADP April 2006 - Present
OppenheimerFunds May 2001 - April 2006
PaineWebber January 1999 - April 2001
Paine Webber April 1997 - January 1999
Sedgwick Noble Lowndes August 1996 - April 1997
Kwasha Lipton September 1994 - April 1996
Skills
FINRA, Series 7, Series 63, Series 65, 401k, Mutual Funds, Retirement, Defined Contribution, Defined Benefit, Asset Allocation, ERISA, Retirement Planning, Investments, Wealth Management, Investment Advisory, Fixed Annuities, Pensions, Alternative Investments, Asset Managment, Financial Advisory, Securities, Separately Managed..., Relationship Management, Financial Services, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Finance
ADP April 2006 - Present
OppenheimerFunds May 2001 - April 2006
PaineWebber January 1999 - April 2001
Paine Webber April 1997 - January 1999
Sedgwick Noble Lowndes August 1996 - April 1997
Kwasha Lipton September 1994 - April 1996
Skills
FINRA, Series 7, Series 63, Series 65, 401k, Mutual Funds, Retirement, Defined Contribution, Defined Benefit, Asset Allocation, ERISA, Retirement Planning, Investments, Wealth Management, Investment Advisory, Fixed Annuities, Pensions, Alternative Investments, Asset Managment, Financial Advisory, Securities, Separately Managed..., Relationship Management, Financial Services, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Finance
John Alex. ChFC, CFP,CIMA, AIFA's Paine Webber Experience January 2000 - November 2003
Job Executive Director Branch Manager UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 1998 - Present
Paine Webber January 2000 - November 2003
Paine Webber, New York City 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Series 7
Education
Pace University - Lubin School of Business
BBA, Business Administration
UBS Financial Services July 1998 - Present
Paine Webber January 2000 - November 2003
Paine Webber, New York City 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Series 7
Education
Pace University - Lubin School of Business
BBA, Business Administration
Leo DeTerlizzi's Paine Webber Experience January 1979 - January 1980
Job supervisor at a. oliveri & sons
Industry Banking
Experience
a. oliveri & sons December 2011 - Present
Custodial Trust Co April 2000 - June 2009
Bear Stearns/JP Morgan January 1993 - June 2009
Bear Stearns 2000 - 2009
Bear Stearns January 2000 - January 2005
Deutsche Bank March 1994 - March 2000
Deutsche Bank January 1994 - January 2000
Salomon Brothers inc January 1980 - January 1993
Paine Webber January 1979 - January 1980
Skills
Securities, Fixed Income, Corporate Actions, Settlement, SWIFT payments, Trading, Cash Management, Banking, Account Reconciliation, Euroclear, Finance, Investment Banking, Equities, Prime Brokerage, Middle Office, Derivatives, Hedge Funds, Payments, Electronic Trading
Education
Saint Peters College 1980 — 1984
BS, Marketing
Saint Peter's University 1979 — 1984
bs, business/marketing
a. oliveri & sons December 2011 - Present
Custodial Trust Co April 2000 - June 2009
Bear Stearns/JP Morgan January 1993 - June 2009
Bear Stearns 2000 - 2009
Bear Stearns January 2000 - January 2005
Deutsche Bank March 1994 - March 2000
Deutsche Bank January 1994 - January 2000
Salomon Brothers inc January 1980 - January 1993
Paine Webber January 1979 - January 1980
Skills
Securities, Fixed Income, Corporate Actions, Settlement, SWIFT payments, Trading, Cash Management, Banking, Account Reconciliation, Euroclear, Finance, Investment Banking, Equities, Prime Brokerage, Middle Office, Derivatives, Hedge Funds, Payments, Electronic Trading
Education
Saint Peters College 1980 — 1984
BS, Marketing
Saint Peter's University 1979 — 1984
bs, business/marketing
Lawrence Silver's Paine Webber Experience November 1997 - November 1999
Job Sales Director at Smartlite USA
Industry Publishing
Experience
Smartlite USA September 2014 - Present
Sandow Media March 2008 - August 2013
Great American Opportunities October 2003 - February 2008
ChoicePoint February 2002 - June 2003
TMP Worldwide/Monster.com January 2000 - January 2002
Paine Webber November 1997 - November 1999
American Air Filter February 1992 - October 1997
Cadillac Plastic & Chemical June 1987 - January 1992
Skills
Selling, Leadership, Marketing, Sales, Strategy, Sales Management, New Business Development, Business Development, Management, Cold Calling, Advertising, Solution Selling, Contract Negotiation, Sales Operations, B2B
Education
Queens College
Bachelor's degree, History
Queens College
Bachelor's degree, History
Smartlite USA September 2014 - Present
Sandow Media March 2008 - August 2013
Great American Opportunities October 2003 - February 2008
ChoicePoint February 2002 - June 2003
TMP Worldwide/Monster.com January 2000 - January 2002
Paine Webber November 1997 - November 1999
American Air Filter February 1992 - October 1997
Cadillac Plastic & Chemical June 1987 - January 1992
Skills
Selling, Leadership, Marketing, Sales, Strategy, Sales Management, New Business Development, Business Development, Management, Cold Calling, Advertising, Solution Selling, Contract Negotiation, Sales Operations, B2B
Education
Queens College
Bachelor's degree, History
Queens College
Bachelor's degree, History
Faye Landes's Paine Webber Experience 1992 - 1993
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company October 2012 - October 2014
Consumer Edge Research LLC March 2010 - June 2012
Consumer Edge Research LLC 2010 - 2011
Moore Capital Management 2007 - 2008
Ziff Brothers Investments 2002 - 2007
Sanford C. Bernstein 2000 - 2001
Salomon Smith Barney 1993 - 1999
Paine Webber 1992 - 1993
Slimfast Foods 1990 - 1992
Skills
Bloomberg, Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Valuation, Portfolio Management, Financial Modeling
Education
Princeton University
A.B., English
Cowen and Company October 2012 - October 2014
Consumer Edge Research LLC March 2010 - June 2012
Consumer Edge Research LLC 2010 - 2011
Moore Capital Management 2007 - 2008
Ziff Brothers Investments 2002 - 2007
Sanford C. Bernstein 2000 - 2001
Salomon Smith Barney 1993 - 1999
Paine Webber 1992 - 1993
Slimfast Foods 1990 - 1992
Skills
Bloomberg, Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Valuation, Portfolio Management, Financial Modeling
Education
Princeton University
A.B., English
David C. Williams's Paine Webber Experience 1993 - 1994
Job Experienced Sales Leader
Industry Food & Beverages
Experience
Ott's Greentop Inn 2011 - Present
Warren Distributing Company South 2000 - 2011
Lump's Express, Inc. 1997 - 2000
TGI Fridays 1992 - 1997
Paine Webber 1993 - 1994
Skills
Customer Service, PowerPoint, Public Speaking, Forecasting, Sales Management, Event Management, Marketing Strategy, Coaching, Account Management, New Business Development, Microsoft Excel, Microsoft Word, Recruiting, Customer Relations, Restaurants, Food, Promotions, Hiring, Pricing, Advertising, Selling, Territory, Cold Calling, Event Planning, Merchandising, Scheduling, Microsoft Office, Outlook, Excel, Word, Training, Sales, Management, Leadership, Key Account Development, Retail, Inventory Management, Sales Operations
Education
Rutgers, The State University of New Jersey-Camden 1994 — 1998
Bachelor of Arts (B.A.), Economics
The Catholic University of America 1989 — 1992
Economics
Bishop Eustace Preparatory School 1985 — 1989
Diploma
Ott's Greentop Inn 2011 - Present
Warren Distributing Company South 2000 - 2011
Lump's Express, Inc. 1997 - 2000
TGI Fridays 1992 - 1997
Paine Webber 1993 - 1994
Skills
Customer Service, PowerPoint, Public Speaking, Forecasting, Sales Management, Event Management, Marketing Strategy, Coaching, Account Management, New Business Development, Microsoft Excel, Microsoft Word, Recruiting, Customer Relations, Restaurants, Food, Promotions, Hiring, Pricing, Advertising, Selling, Territory, Cold Calling, Event Planning, Merchandising, Scheduling, Microsoft Office, Outlook, Excel, Word, Training, Sales, Management, Leadership, Key Account Development, Retail, Inventory Management, Sales Operations
Education
Rutgers, The State University of New Jersey-Camden 1994 — 1998
Bachelor of Arts (B.A.), Economics
The Catholic University of America 1989 — 1992
Economics
Bishop Eustace Preparatory School 1985 — 1989
Diploma
Gail Benari's Paine Webber Experience March 1999 - October 2000
Job Senior Programmer at Orthodox Union
Industry Nonprofit Organization Management
Experience
Orthodox Union January 2007 - Present
Eisenhower National Clearinghouse December 2004 - August 2006
SRA International October 2001 - August 2004
Merrill Lynch October 2000 - June 2001
Paine Webber March 1999 - October 2000
Skills
C#, Database Design, SSRS, Database Administration, Microsoft Excel, SQL, Teaching, SharePoint, Microsoft SQL Server, Programming, Visual Basic, Software Development, Access, Databases, HTML, ASP.NET, SSIS, .NET
Education
Queens College 1997 — 1999
Bachelor of Science (BS), Computer Science
Orthodox Union January 2007 - Present
Eisenhower National Clearinghouse December 2004 - August 2006
SRA International October 2001 - August 2004
Merrill Lynch October 2000 - June 2001
Paine Webber March 1999 - October 2000
Skills
C#, Database Design, SSRS, Database Administration, Microsoft Excel, SQL, Teaching, SharePoint, Microsoft SQL Server, Programming, Visual Basic, Software Development, Access, Databases, HTML, ASP.NET, SSIS, .NET
Education
Queens College 1997 — 1999
Bachelor of Science (BS), Computer Science
Blanca Moreno-Gonzalez's Paine Webber Experience 1990 - 1994
Job Sr Regional Leader at Primerica Financial Services
Industry Financial Services
Experience
Primerica Financial Services 1993 - Present
Primerica Financial Services 1993 - 2012
Paine Webber 1990 - 1994
United State Post Office 1985 - 1990
Skills
Fixed Annuities, Series 6, Debt Elimination, Investments, Financial Education, Term Life Insurance, Insurance, Retirement, IRAs, Series 63, Life Insurance, Strategic Financial..., Mutual Funds, Financial Analysis, Retirement Planning
Education
Pace University 1984 — 1991
Norman Thomas HS 1980 — 1983
Regents HS Degree, Secretarial Studies
Primerica Financial Services 1993 - Present
Primerica Financial Services 1993 - 2012
Paine Webber 1990 - 1994
United State Post Office 1985 - 1990
Skills
Fixed Annuities, Series 6, Debt Elimination, Investments, Financial Education, Term Life Insurance, Insurance, Retirement, IRAs, Series 63, Life Insurance, Strategic Financial..., Mutual Funds, Financial Analysis, Retirement Planning
Education
Pace University 1984 — 1991
Norman Thomas HS 1980 — 1983
Regents HS Degree, Secretarial Studies
James Moriyasu's Paine Webber Experience June 1978 - May 1982
Job First V.P. CERTIFIED FINANCIAL PLANNER ™
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1982 - Present
Paine Webber June 1978 - May 1982
Skills
Investment Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Strategic Financial..., IRAs, Financial Advisory, Investments, Retirement, Series 63, Wealth Accumulation, Portfolio Management, Estate Planning, Alternative Investments, Wealth, Wealth Management..., Fixed Annuities, Equities, Securities, Bonds
Education
Oregon State University 1976 — 1978
Master of Business Administration (MBA)
Oregon State University 1974 — 1976
Bachelor of Science (B.S.), Biochemistry
Morgan Stanley Smith Barney May 1982 - Present
Paine Webber June 1978 - May 1982
Skills
Investment Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Strategic Financial..., IRAs, Financial Advisory, Investments, Retirement, Series 63, Wealth Accumulation, Portfolio Management, Estate Planning, Alternative Investments, Wealth, Wealth Management..., Fixed Annuities, Equities, Securities, Bonds
Education
Oregon State University 1976 — 1978
Master of Business Administration (MBA)
Oregon State University 1974 — 1976
Bachelor of Science (B.S.), Biochemistry
Jamie Winters's Paine Webber Experience March 1999 - November 2000
Job Bloomberg
Industry Banking
Experience
Bloomberg LP December 2014 - Present
Rockefeller & Company Inc. February 2013 - March 2014
J.P. Morgan October 2005 - February 2012
Citigroup July 2002 - October 2005
AbnAmro Securities LLC November 2000 - May 2002
Paine Webber March 1999 - November 2000
Bear Stearns 1997 - 1998
Skills
Equities, Options, Commodity, Trading, Securities, FX Options, Portfolio Management, Proprietary Trading, Trading Strategies, ADP Payroll, Prime Brokerage, Bloomberg, NYFIX,..., FINRA Series 7, Series..., Hedge Funds, Middle Office, Settlement, Securities Lending, Bloomberg, Management, Electronic Trading, Accounting, Series 7, Cash Management, CQG Pro (Trader and..., ADP, Bloomber AIM, Omgeo Oasys
Education
Rutgers University-New Brunswick 1993 — 1997
B.S., Finance
Bloomberg LP December 2014 - Present
Rockefeller & Company Inc. February 2013 - March 2014
J.P. Morgan October 2005 - February 2012
Citigroup July 2002 - October 2005
AbnAmro Securities LLC November 2000 - May 2002
Paine Webber March 1999 - November 2000
Bear Stearns 1997 - 1998
Skills
Equities, Options, Commodity, Trading, Securities, FX Options, Portfolio Management, Proprietary Trading, Trading Strategies, ADP Payroll, Prime Brokerage, Bloomberg, NYFIX,..., FINRA Series 7, Series..., Hedge Funds, Middle Office, Settlement, Securities Lending, Bloomberg, Management, Electronic Trading, Accounting, Series 7, Cash Management, CQG Pro (Trader and..., ADP, Bloomber AIM, Omgeo Oasys
Education
Rutgers University-New Brunswick 1993 — 1997
B.S., Finance
Christophe Zammit's Paine Webber Experience January 1999 - August 1999
Job Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas 2012 - Present
JP Morgan February 2009 - March 2011
JP Morgan February 2007 - January 2009
JP Morgan April 2005 - January 2007
Merrill Lynch June 2004 - April 2005
Morgan Stanley January 2001 - May 2004
Morgan Stanley September 1999 - December 2000
Paine Webber January 1999 - August 1999
Paine Webber January 1998 - December 1998
Paine Webber February 1995 - December 1997
Education
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Arts, Economics
BNP Paribas 2012 - Present
JP Morgan February 2009 - March 2011
JP Morgan February 2007 - January 2009
JP Morgan April 2005 - January 2007
Merrill Lynch June 2004 - April 2005
Morgan Stanley January 2001 - May 2004
Morgan Stanley September 1999 - December 2000
Paine Webber January 1999 - August 1999
Paine Webber January 1998 - December 1998
Paine Webber February 1995 - December 1997
Education
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Arts, Economics
Pam McBain's Paine Webber Experience October 1980 - November 1991
Job President, The First Tee of Oakland
Industry
Experience
Weeden & Co. January 1992 - January 2012
Paine Webber October 1980 - November 1991
Skills
Microsoft Excel, Customer Service, Financial Analysis, Business Strategy, Strategic Planning, Budgets, Leadership, Event Planning, Microsoft Office
Education
Reed College 1972 — 1976
Bachelor's degree, Economics
Weeden & Co. January 1992 - January 2012
Paine Webber October 1980 - November 1991
Skills
Microsoft Excel, Customer Service, Financial Analysis, Business Strategy, Strategic Planning, Budgets, Leadership, Event Planning, Microsoft Office
Education
Reed College 1972 — 1976
Bachelor's degree, Economics
Cynthia Mulflur's Paine Webber Experience September 1988 - September 1991
Job Independent Investment Management Professional
Industry Investment Management
Experience
Envision West LLC March 2007 - September 2012
Bidwell & Company September 1991 - 2004
Paine Webber September 1988 - September 1991
Black & Company February 1982 - September 1988
Skills
Investments, Customer Service, Pensions, Strategic Planning, Microsoft Office, Retirement, Equities, Wealth Management, Accounting, Real Estate, Asset Managment, Retirement Planning, Project Management, Strategic Financial..., Fixed Annuities, Public Speaking, Portfolio Management, Mutual Funds, Microsoft Excel, Asset Management, Financial Planning
Education
Walla Walla College 1979 — 1981
AS Business, Business/French/Communications
Pacific Union College 1978 — 1979
Business
Envision West LLC March 2007 - September 2012
Bidwell & Company September 1991 - 2004
Paine Webber September 1988 - September 1991
Black & Company February 1982 - September 1988
Skills
Investments, Customer Service, Pensions, Strategic Planning, Microsoft Office, Retirement, Equities, Wealth Management, Accounting, Real Estate, Asset Managment, Retirement Planning, Project Management, Strategic Financial..., Fixed Annuities, Public Speaking, Portfolio Management, Mutual Funds, Microsoft Excel, Asset Management, Financial Planning
Education
Walla Walla College 1979 — 1981
AS Business, Business/French/Communications
Pacific Union College 1978 — 1979
Business
Carol Ewertsen's Paine Webber Experience 1991 - 1993
Job Vice President at Montclair Fund for Educational Excellence
Industry Financial Services
Experience
Montclair Board of Education 2010 - Present
Montclair Fund for Educational Excellence 2006 - Present
BNY Mellon 1999 - 2006
Deutsche Bank 1993 - 1999
Paine Webber 1991 - 1993
Dillon Read Capital Management 1989 - 1991
Drexel Burnham Lambert 1985 - 1989
Bankers Trust Company 1982 - 1985
Skills
Education Reform
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, English
Montclair Board of Education 2010 - Present
Montclair Fund for Educational Excellence 2006 - Present
BNY Mellon 1999 - 2006
Deutsche Bank 1993 - 1999
Paine Webber 1991 - 1993
Dillon Read Capital Management 1989 - 1991
Drexel Burnham Lambert 1985 - 1989
Bankers Trust Company 1982 - 1985
Skills
Education Reform
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, English
Angela Braun M.B.A., Fundraising Certificate's Paine Webber Experience November 1993 - March 1995
Job Director of Academy Giving; Archway Classical Academy Cicero and Cicero Preparatory Academy
Industry Fund-Raising
Experience
Great Hearts Academies March 2014 - Present
Our Lady of Perpetual Help Catholic School January 2010 - May 2012
Stay-at-home mom July 2003 - January 2010
Wells Fargo March 2001 - July 2003
Viasource, formerly Telecore December 1999 - December 2000
Palley Needelman Asset Management March 1995 - December 1999
Paine Webber November 1993 - March 1995
Prudential Financial March 1993 - November 1993
Merrill Lynch July 1991 - March 1993
Skills
Fundraising, Investments, Valuation, Business Development, Sales, Event Planning, Strategic Financial..., Marketing Strategy, Grant Writing, Planned Giving, Relationship Management, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of Nevada-Las Vegas
Bachelor of Arts (B.A.)
Mater Dei High School
Great Hearts Academies March 2014 - Present
Our Lady of Perpetual Help Catholic School January 2010 - May 2012
Stay-at-home mom July 2003 - January 2010
Wells Fargo March 2001 - July 2003
Viasource, formerly Telecore December 1999 - December 2000
Palley Needelman Asset Management March 1995 - December 1999
Paine Webber November 1993 - March 1995
Prudential Financial March 1993 - November 1993
Merrill Lynch July 1991 - March 1993
Skills
Fundraising, Investments, Valuation, Business Development, Sales, Event Planning, Strategic Financial..., Marketing Strategy, Grant Writing, Planned Giving, Relationship Management, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of Nevada-Las Vegas
Bachelor of Arts (B.A.)
Mater Dei High School
Rodger Parker's Paine Webber Experience 1980 - 1989
Job Vice President at Terrie O'Connor Realtors
Industry Real Estate
Experience
Terrie O'Connor Realtors Senior Vice PresidentAXA Equitable1998 - 2002
Prudential Securities 1988 - 1996
Paine Webber 1980 - 1989
Citibank, NA 1968 - 1980
Skills
Real Estate, Relocation, Investment Properties, Short Sales, First Time Home Buyers, Referrals, Sellers, Rentals, Real Estate Transactions, Investment Banking, Selling, Disposition, Residential Homes, Condos, Property Management, Leases, Buyer Representation, Real Estate Economics, Brokerage, Townhomes, Commercial Real Estate
Education
Pace University - Lubin School of Business 1988 — 1990
MBA, Executive Management
Evangel University
Bachelor of Business Administration (BBA), Accounting
Terrie O'Connor Realtors Senior Vice PresidentAXA Equitable1998 - 2002
Prudential Securities 1988 - 1996
Paine Webber 1980 - 1989
Citibank, NA 1968 - 1980
Skills
Real Estate, Relocation, Investment Properties, Short Sales, First Time Home Buyers, Referrals, Sellers, Rentals, Real Estate Transactions, Investment Banking, Selling, Disposition, Residential Homes, Condos, Property Management, Leases, Buyer Representation, Real Estate Economics, Brokerage, Townhomes, Commercial Real Estate
Education
Pace University - Lubin School of Business 1988 — 1990
MBA, Executive Management
Evangel University
Bachelor of Business Administration (BBA), Accounting
Sarann Rice's Paine Webber Experience 1998 - 2001
Job volunteer k6 tutor at Minnesota public schools
Industry Education Management
Experience
Minnesota public schools 2007 - Present
Merrill Lynch 2001 - 2006
Paine Webber 1998 - 2001
Skills
Teaching and public...
Education
Northwestern University, Evanston, IL 1956 — 1960
Bachelor of Science (BS), Mathematics
Fairview High School, Dayton, Oh 1952 — 1956
Diploma, Mathematics
Minnesota public schools 2007 - Present
Merrill Lynch 2001 - 2006
Paine Webber 1998 - 2001
Skills
Teaching and public...
Education
Northwestern University, Evanston, IL 1956 — 1960
Bachelor of Science (BS), Mathematics
Fairview High School, Dayton, Oh 1952 — 1956
Diploma, Mathematics
Maribeth Blackburn Canent's Paine Webber Experience 1983 - 2001
Job .
Industry Financial Services
Experience
Paine Webber 1983 - 2001
Education
Saint Mary's College 1979 — 1983
BBA, Finance
Paine Webber 1983 - 2001
Education
Saint Mary's College 1979 — 1983
BBA, Finance
Jeffrey Greiner's Paine Webber Experience December 1988 - July 1993
Job Division Manager at American Funds
Industry Investment Management
Experience
American Funds August 1993 - Present
Paine Webber December 1988 - July 1993
Kidder Peabody October 1982 - December 1987
Education
Ohio Northern University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management
American Funds August 1993 - Present
Paine Webber December 1988 - July 1993
Kidder Peabody October 1982 - December 1987
Education
Ohio Northern University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management
Richard Bertoni's Paine Webber Experience 1985 - 2000
Job
Industry Financial Services
Experience
R. Seelaus & Co., Inc. January 2012 - Present
Mitsubishi UFJ Securities 2009 - 2011
Commerzbank AG 2007 - 2009
HSBC 2002 - 2007
Paine Webber 1985 - 2000
Skills
Fixed Income, Equities, Investments, Bonds, Securities, Series 7, Bloomberg, Capital Markets
Education
Northeastern University
University of Massachusetts Boston
R. Seelaus & Co., Inc. January 2012 - Present
Mitsubishi UFJ Securities 2009 - 2011
Commerzbank AG 2007 - 2009
HSBC 2002 - 2007
Paine Webber 1985 - 2000
Skills
Fixed Income, Equities, Investments, Bonds, Securities, Series 7, Bloomberg, Capital Markets
Education
Northeastern University
University of Massachusetts Boston
Traci Tipple's Paine Webber Experience January 1986 - March 1988
Job Financial Advisor with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Fox Gregory August 2010 - December 2012
Russell Investments April 1988 - March 1991
Paine Webber January 1986 - March 1988
Skills
Real Estate, Small Business, Public Speaking, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Services, Investment Strategies, Investment Analysis, Client Relations Skills, Customer Service, Business Development, Event Management, Financial Modeling, Financial Planning, Marketing, Marketing Strategy, Research, Social Networking, Valuation
Education
Pacific Lutheran University - School of Business 1980 — 1982
Bachelor of Business Administration (BBA), Finance, Magna cum Laude
Merrill Lynch January 2014 - Present
Fox Gregory August 2010 - December 2012
Russell Investments April 1988 - March 1991
Paine Webber January 1986 - March 1988
Skills
Real Estate, Small Business, Public Speaking, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Services, Investment Strategies, Investment Analysis, Client Relations Skills, Customer Service, Business Development, Event Management, Financial Modeling, Financial Planning, Marketing, Marketing Strategy, Research, Social Networking, Valuation
Education
Pacific Lutheran University - School of Business 1980 — 1982
Bachelor of Business Administration (BBA), Finance, Magna cum Laude
Melissa Matinzi's Paine Webber Experience October 1997 - January 2000
Job Programming Coordinator at PACTV
Industry Telecommunications
Experience
PACTV April 2011 - Present
PACTV May 2003 - Present
Wellington Management January 2000 - March 2001
Paine Webber October 1997 - January 2000
Skills
Project Management, Program Management, Telecommunications, Project Planning, Leadership, Digital Media, Broadcast, Product Management, Event Planning, Event Management, Vendor Management
Education
University of Massachusetts Boston 1988 — 1990
BS, Management
Northeastern University 1985 — 1988
PACTV April 2011 - Present
PACTV May 2003 - Present
Wellington Management January 2000 - March 2001
Paine Webber October 1997 - January 2000
Skills
Project Management, Program Management, Telecommunications, Project Planning, Leadership, Digital Media, Broadcast, Product Management, Event Planning, Event Management, Vendor Management
Education
University of Massachusetts Boston 1988 — 1990
BS, Management
Northeastern University 1985 — 1988
Barry Goldfarb's Paine Webber Experience December 1967 - June 1974
Job
Industry Translation and Localization
Experience
USAF February 1979 - Present
Morgan Stanley March 2002 - February 2004
Morgan Stanley April 1999 - February 2002
Jefferies March 1981 - May 1986
Bateman Eichler & Co July 1974 - June 1976
Paine Webber December 1967 - June 1974
Skills
Microsoft Office, Financial Reporting, Microsoft Excel, Microsoft Word, Financial Analysis, Internal Audit, Stock Management, Accounting, Corporate Finance, Account Reconciliation, Management, Leadership, Process Improvement, Risk Management, Finance, Banking, Program Management
Education
Yavapai College 2005 — 2008
Still studying for certifcation, Medical Billing & Coding
Pierce College 1975 — 1978
Associate of Arts (AA), Accounting and Finance
USAF February 1979 - Present
Morgan Stanley March 2002 - February 2004
Morgan Stanley April 1999 - February 2002
Jefferies March 1981 - May 1986
Bateman Eichler & Co July 1974 - June 1976
Paine Webber December 1967 - June 1974
Skills
Microsoft Office, Financial Reporting, Microsoft Excel, Microsoft Word, Financial Analysis, Internal Audit, Stock Management, Accounting, Corporate Finance, Account Reconciliation, Management, Leadership, Process Improvement, Risk Management, Finance, Banking, Program Management
Education
Yavapai College 2005 — 2008
Still studying for certifcation, Medical Billing & Coding
Pierce College 1975 — 1978
Associate of Arts (AA), Accounting and Finance
Randall Frakes's Paine Webber Experience October 1987 - November 1988
Job Corporate Development at Poseidon Saltwater Systems, Inc.
Industry Investment Management
Experience
Poseidon Saltwater Systems, Inc. March 2013 - Present
Investor 1993 - Present
NDX Trading Inc. 1998 - 2009
All Trac Transportation Inc. 1995 - 2005
All Tech Investments November 1993 - 1995
Bear Stearns October 1992 - October 1993
Lehman Brothers May 1989 - September 1992
Eppler Guerin & Turner December 1988 - June 1989
Paine Webber October 1987 - November 1988
Education
University of Iowa 1984 — 1987
Bachelor of General Study's Degree
Sam Houston State University 1982 — 1983
East High School Des Moines, Iowa 1980 — 1982
Poseidon Saltwater Systems, Inc. March 2013 - Present
Investor 1993 - Present
NDX Trading Inc. 1998 - 2009
All Trac Transportation Inc. 1995 - 2005
All Tech Investments November 1993 - 1995
Bear Stearns October 1992 - October 1993
Lehman Brothers May 1989 - September 1992
Eppler Guerin & Turner December 1988 - June 1989
Paine Webber October 1987 - November 1988
Education
University of Iowa 1984 — 1987
Bachelor of General Study's Degree
Sam Houston State University 1982 — 1983
East High School Des Moines, Iowa 1980 — 1982
Salomon Brothers
Salomon Smith Barney
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers