Prudential Securities
Industry: Bank
DescriptionPrudential Securities, also formerly known as Prudential Securities Incorporated, was the financial services arm of the insurer, Prudential Financial. In 2003, Prudential Securities was merged into Wachovia Securities, a division of Wachovia Bank. Headquarters: New York City, New York, United States Founded: 1981 Ceased operations: 2003 Parent organization: Prudential Financial Subsidiaries: Prudential-Bache Securities (Belgium) Inc., Prudential Mutual Fund Management, Inc. Predecessors: Bache & Co., Prudential Securities
Prudential Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prudential Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Prudential Securities Salaries. You can even request information on how much does Prudential Securities pay if you want to. Learn about salaries, pros and cons of working for Prudential Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,071 Prudential Securities employees in database. Find out everything there's to know about Prudential Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Prudential Securities Employees
Community Foundation of Collier County June 2013 - Present
Hughes McGrath Marketing & PR January 2003 - June 2013
The Ritz-Carlton Resorts of Naples July 1999 - January 2002
NYC & Company 1996 - 1999
Ritz-Carlton, New York 1994 - 1997
Prudential Securities 1992 - 1995
Skills
Media Relations, Event Planning, Public Relations, Marketing, Advertising, Strategic Planning, Social Media Marketing, Public Speaking, Donor Services, Event Management, Time Management, Market Planning, Fundraising, Marketing Communications, Strategic Communications, Press Releases, Marketing Strategy, Leadership, Crisis Communications, Nonprofits, New Business Development, Management, Customer Service
Education
Pace University
Cape Cod Financial Services March 2014 - Present
JHS Capital Advisors, LLC 2011 - February 2014
RBC Wealth Management 2005 - 2011
Legg Mason 1995 - 2005
Prudential Securities 1987 - 1995
Skills
Branch Banking, Finance
Education
Northeastern University
Perfect Car Corporation May 2012 - Present
JPMorgan Chase September 2009 - October 2011
MassMutual Financial Group January 2007 - April 2009
Prudential Financial July 1999 - December 2004
Prudential Financial February 1998 - June 1999
Prudential Securities March 1997 - February 1998
Halpert and Company June 1995 - February 1997
Lew Lieberbaum September 1992 - June 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, HTML, Insurance
Education
Oneonta State University 1990 — 1991
Bachelor of Science, Communications
Ohio University 1988 — 1990
Bachelor of Science (B.S.), Communications
Raymond James February 1998 - Present
Prudential Securities June 1988 - February 1998
Skills
Investments, Securities, Series 7, Financial Advisory, Customer Service, Mutual Funds, Series 63, Equities, Retirement
Education
Northwestern Michigan College
Business Administration and Management, General
TBA Career Tech Center
Business Administration and Management, General
CNBC 2013 - Present
Urban Wealth Management June 2012 - Present
Morgan Stanley Smith Barney, LLC September 2000 - June 2012
Prudential Securities April 1993 - September 2000
Dean Witter September 1985 - April 1993
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Asset Management, Finance, Managerial Finance, Small Business, Wealth Management..., Strategy, Wealth, Nonprofits, Financial Analysis, Financial Planners, Financial Planning, Leadership, Strategic Planning, Management, Financial Management
Education
Oberlin College 1972 — 1976
B.A., Psychology
St. Mary's Academy 1969 — 1972
Rytec Corporation June 1994 - Present
Winfield Capital LLC February 1993 - June 1994
Prudential Securities February 1990 - February 1993
Merrill Lynch September 1984 - February 1990
A.G. Becker August 1982 - September 1984
The Northern Trust Company August 1976 - July 1980
Skills
Sales Management, Turn Around Management, Corporate Development, Mergers & Acquisitions, Acquisition Integration, Executive Management, M&A experience, Board of Directors, Acquisitions, IPO, Start-ups, Business Strategy, International Sales, Private Equity, Capital Raising, Restructuring, Team Building, Business Development, Contract Negotiation
Education
Kellogg School of Management 1980 — 1982
MM, Finance and Marketing
Princeton University 1972 — 1976
AB, Economics
MetLife Premier Client Group June 2015 - Present
Ameriprise Financial May 2009 - April 2015
Smith Barney April 1994 - May 2009
Prudential Securities May 1987 - April 1994
Merrill Lynch September 1982 - May 1987
Skills
Alternative Investments, Asset Allocation, Asset Management, Charitable Giving, Disability Insurance, Education Funding..., Estate Planning, Financial Planning, Fixed Annuities, Indexed Annuities, Investments, Insurance, Long Term Care Insurance, Portfolio Management, Retirement Planning, Securities, Wealth Management, Variable Annuities
Education
University of Toledo 1976 — 1978
Master of Business Administration (M.B.A.), Finance and Organizational Administration
Ohio University 1971 — 1973
Graduate Study in Radio TV Communication Media and Business Law
University of Toledo 1966 — 1971
Bachelor of Education (B.Ed.), Social Sciences and Speech Communication
The Cascadia Group of Oppenheimer & Co. Inc. August 1997 - Present
Prudential Securities April 1994 - August 1997
Shearson Lehman Brothers/Smith Barney July 1991 - April 1994
DRI/McGraw-Hill May 1987 - January 1991
H.M.S. Inc. December 1973 - December 1975
Education
Occidental College 1975 — 1979
B.A., Economics
Chase Bank March 2015 - Present
COUNTRY ® Financial July 2012 - September 2014
VALIC September 2010 - July 2012
Genworth Financial May 2006 - February 2010
Genworth Financial January 2004 - May 2006
Hochman & Baker Securities October 2000 - January 2004
Prudential Securities August 1996 - October 2000
IDS Financial Services January 1993 - July 1996
Skills
Retirement, Retirement Planning, Financial Services, Series 7, Investments, Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Employee Benefits, Term Life Insurance, Retirement Income..., Property & Casualty..., Educational Funding, Insurance Planning, Commercial Insurance, Small Business Insurance, Umbrella Insurance, Budget Management, Health Insurance, Medicare, Finance, Wealth Management, Series 63, Financial Planning, Management
Education
Northwestern University
Bachelor's Degree, Political Science and History
NBC 17 TV Raleigh, NC March 2004 - Present
WB 22 TV, Raleigh, NC August 1998 - 2003
Prudential Securities January 1997 - May 1999
WTVD-TV ABC11 Durham, NC August 1983 - January 1997
Skills
Social Media, Broadcast, Public Speaking, Coaching, Project Planning, Weather Forecasting, Radio, Analytical Skills, Media Relations, Press Releases, Editing, Broadcast Journalism, Video Production, Television, Avid, Non-linear Editing, Video, Videography, Journalism, Storytelling, Broadcast Television, Weather, Camera, Documentaries, Producing, New Media, Video Editing, Avid Newscutter, Post Production, Blogging, ENPS, Final Cut Pro, Edius, Radio Producing, News Writing, Multimedia, Radio Broadcasting, Breaking News, Voice Over, Accurate forecaster,..., Media Production, Forecasting
Education
Northern Illinois University
B.S., Meteorology & Communications Studies, Minor Math
Univeristy of North Carolina, Chapel Hill
15 hours of Business Classes, Accounting, Econ, Stats, Continuing Education
EY April 2015 - Present
Harris myCFO/CTC Consulting, a division of BMO Financial Group July 2011 - July 2013
HSBC Pivate Bank March 2008 - June 2009
The Goldman Sachs Family Office 2005 - March 2008
Prudential Securities 1996 - 2004
Lehman Brothers 1992 - 1996
Marsh, Day & Calhoun 1989 - 1992
Burlingham Underwood & Lord 1987 - 1989
Skills
Investments, Alternative Investments, Wealth Management, Tax, Business Development, Equities, Investment Advisory, Wealth, Structured Products, Private Equity, Structured Finance, Financial Advisory, Financial Services, Asset Management, Capital Markets, Estate Planning, Fixed Income, Portfolio Management, Hedge Funds, Wealth Management..., Risk Management
Education
New York University School of Law 1986 — 1987
LL.M., Taxation
Western New England College School of Law 1983 — 1986
Juris Doctor, Law
University of Hartford 1979 — 1983
BA, Political Science
Bank of America November 2012 - June 2014
Merrill Lynch 2010 - 2012
W.H. Reaves August 2008 - December 2009
Sidel Group/HKC Securities,Inc. February 1997 - March 2008
Ladenburg Thalmann August 1994 - February 1997
Prudential Securities February 1990 - August 1994
Skills
Series 7, Trading, Hedge Funds, Mutual Funds, Equities, Securities, Investments, Series 63, Uniform Combined State..., Wealth Management, Portfolio Management, FINRA, Asset Managment, Strategic Financial..., Retirement Planning, Equity Trading, Banking, Options, 401k, Asset Allocation
Education
Pace University
BA, Organizational Communication
Holy Family Academy
ILM Partners (formerly MillerFullerton) March 2012 - Present
BobbePIN January 2011 - Present
PacificWave Partners September 2004 - January 2011
Piper Jaffray September 2001 - September 2004
Prudential Securities February 1993 - September 2001
Skills
Entrepreneur, Hedge Funds, Entrepreneurship, Private Equity, Venture Capital, Investment Banking, Asset Management, Banking, Portfolio Management, Management, Strategy, Investments
Education
Newcastle University
BA (Hons), Politics & Public Policy
Cornerstone Investment Partners August 2012 - Present
Franklin Templeton Investments May 1993 - September 2011
Prudential Securities January 1988 - May 1993
Education
Fordham Graduate School of Business 1990 — 1992
MBA, International Business
International Management Institute
International MBA, European Economic Community
New York University
CFP
Hobart College 1985 — 1989
BA, Economics
Lenox Advisors December 2010 - April 2012
McKinsey & Company, Inc December 2007 - October 2010
Edelman Public Relations March 2005 - May 2007
Lane & Coady Public Relations September 2002 - August 2004
Edelman Public Relations June 2000 - January 2002
Edelman Public Relations August 1998 - June 2000
Prudential Securities June 1995 - July 1998
Skills
Public Relations, Marketing Communications, Community Outreach, Corporate Communications, Strategy, Microsoft Word, Research, Management, PowerPoint, CRM, Marketing, Interviews, Social Media, Time Management, Training, Microsoft Office, Event Planning
Education
New York University
Bachelor of Liberal Arts, Political Science
Guggenheim Securities July 2011 - Present
Wall Street Access September 2006 - July 2011
Sanders Morris Harris January 2006 - August 2006
Advest, Inc. August 2003 - December 2005
Prudential Securities June 1996 - August 2003
Skills
Fixed Income, Capital Markets, Equities, Investments, Series 7, Series 63, Series 24, series 79, Bonds, Government Bonds
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Communications
Phoenix Learning Solutions LLC January 2009 - Present
Inverness Technologies June 2013 - Present
Manhattanville College School of Business February 2013 - Present
Partners In Human Resources International September 2011 - Present
American Society for Training & Development - NY Metro Chapter 2005 - Present
Deutsche Bank August 2007 - January 2009
Reuters April 2004 - August 2007
Merrill Lynch August 2000 - November 2002
Prudential Securities September 1995 - August 2000
Skills
Business, CRM, Leadership Development, Organizational..., Performance Management, Talent Management, Change Management, Executive Coaching, Coaching, Succession Planning, Performance Improvement, Employee Relations, Vendor Management, Program Management, Strategic Planning, Training, Instructional Design, Leadership, Staff Development, Career Development, Mentoring, Human Resources, Workshop Facilitation, Career Counseling, Employee Training, Training Management, Consulting, Strategy, Recruiting, E-Learning
Education
Pace University - Lubin School of Business
Stifel Nicolaus April 2012 - Present
Barclays Capital September 2007 - August 2011
Barclays Capital March 2004 - September 2007
Barclays Capital November 2000 - March 2004
PRUDENTIAL SECURITIES January 1983 - January 2000
Prudential Securities 1996 - 1998
Prudential Securities 1980 - 1983
Skills
Middle Office, Client Service, Fixed Income, Series 63, Corporates, Series 7, Bonds, Bloomberg, Emerging Markets, CMBS, CDS, MBS, FX
Education
Pace University 1979 — 1982
B.A., Marketing
Interactive Data 2003 - Present
Credit Suisse First Boston 2000 - 2003
Prudential Securities 1998 - 2000
Certco, LLC 1997 - 1998
Graphnet 1996 - 1997
Education
New York University - Polytechnic School of Engineering 1992 — 1996
BS, Computer Science
National Grid Utility Company August 2012 - April 2013
The Training Associates March 2012 - August 2012
Pershing LLC, Bank of New York Mellon January 2011 - January 2012
Wachovia Securities/Wells Fargo Advisors June 2005 - May 2009
Wachovia Securities October 2003 - May 2005
Prudential Securities April 1998 - October 2003
Prudential Securities April 1996 - April 1998
ExecuTrain February 1995 - April 1996
Automatic Data Processing March 1993 - August 1994
Skills
Integration, Leadership Development, Management, Coaching, Financial Analysis, Change Management, Team Building, SDLC, Financial Services, Training, Workshop Facilitation, Mutual Funds, Strategic Planning, Staff Development, Customer Service, Instructional Design, Leadership, Mergers, Management Consulting, Organizational..., Team Leadership, Employee Training, Series 7, CRM, Performance Management, Instructor-led Training, Project Planning, Talent Management, Recruiting, Cloud Computing, Training Delivery
Education
Northeastern University 1986 — 1991
Bachelor of Science in Business Administration, Management
Janney Montgomery Scott June 2003 - Present
Upper Bucks Chamber of Commerce January 2009 - Present
Upper Bucks Chamber of Commerce January 2014 - December 2014
Prudential Securities November 2002 - April 2003
US ARMY, B-Co 2-14th Infantry Division October 1995 - March 1998
Skills
Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Investments, Portfolio Management, Retirement, Mutual Funds, Financial Planning, Investment Advisory, Asset Allocation, Fixed Annuities, Financial Advisory, Trusts, Investment Strategies, 401k, Series 7, Financial Planners, Asset Protection, Roth IRA, IRAs, Alternative Investments, Wealth, Insurance, Long-term Care, Pensions, Personal Financial..., Life Insurance, Asset Management, Variable Annuities, Annuities, Long Term Care, IRA's, Insurance Planning, Wealth Transfer, Asset Managment
Education
Penn State University 1998 — 2003
B.S. Business Management, Financial Services Focus
Clearfield High
Blue Bell Private Wealth Management April 2005 - Present
Gwynedd Mercy Academy High School August 2013 - Present
For Pete's Sake Cancer Respite Foundation 2007 - Present
Morgan Stanley January 2000 - April 2005
Prudential Securities 1975 - 2000
Education
Penn State University 1967 — 1971
William Penn charter school
Minister Realty August 2007 - Present
Corban Renovations October 1996 - Present
Corban Company Realty 2001 - 2007
Prudential Securities 1992 - 1996
Midwest Motorcycle Wholesale 1988 - 1992
Skills
Land Development, Finance, Real Estate, Residential Homes, Investment Properties, Condos, Foreclosures, Relocation, Property, Entrepreneurship, Business Development, Small Business, Sales, Contract Negotiation, Real Estate Transactions, Sellers, Buyer Representation, Short Sales, Leases, Construction, Construction Management, Investments, Renovation, Photography
Education
New York University 1996 — 1996
Real Estate Development
The Ohio State University 1988 — 1992
BSBA, Finance
Firearm & Safety Instruction August 2010 - Present
Munder Capital Management March 1999 - March 2009
Prudential Securities April 1997 - March 1999
Gresnick Investments March 1996 - April 1997
Diversey Corporation August 1991 - August 1996
Borden September 1973 - August 1991
Skills
NRA Certified Pistol..., NRA Certified Range..., NRA Certified..., Customer Service, Project Management, Team Building, Microsoft Office, Strategic Planning, New Business Development, Marketing, Sales Management, PowerPoint, Microsoft Word, Marketing Strategy, Training, Negotiation, Budgets, Sales, Public Speaking, Project Planning, Access, Business Strategy, Microsoft Excel, Investments, Process Improvement, Entrepreneurship, Team Leadership, Financial Analysis, Program Management, Management, Strategy, Business Analysis, CRM, Account Management, Competitive Analysis, Online Marketing, Mutual Funds, Leadership
Education
Oakland Community College
Associate, Accounting
Oakland Community College
Associate, Business Administration
MassMutual Financial Group July 2013 - Present
New York Life Insurance Company January 2004 - March 2009
MCI Telecommunications April 2003 - December 2004
International Financial Services October 2001 - April 2003
Prudential Securities June 1998 - September 2001
Skills
Microsoft Word, Excel, PowerPoint, Human Resources, Financial Services, Sales, Strategic Planning, Resume Writing, Recruiting, Research, Microsoft Office, Outlook, Customer Service, Social Media, Leadership Development, Employee Relations, Facebook
Education
New York University 2011 — 2013
Master's Degree in Business, Concentration: Human Resource Management and Development and Organizational Effectiveness
Touro College 2009 — 2011
B.S., Business Management and Administration
Seligman Data Corp March 1995 - June 1998
Kalin Associates, Inc. August 1994 - March 1995
Prudential Securities November 1992 - August 1994
Lehman Brothers May 1990 - November 1992
Education
Nichols College 1987 — 1989
No, Finance
Riverbed Technology April 2013 - Present
AT&T Contractor / Infinity Consulting Solutions April 2010 - April 2013
TIAA-CREF March 1996 - October 2009
Marsh & McLennan Companies (formerly Johnson & Higgins) September 1993 - March 1996
RBC Royal Bank December 1990 - September 1993
Prudential Securities October 1989 - December 1990
Skills
Cisco Technologies, Disaster Recovery, TCP/IP, Data Center, WAN, OSPF, BGP, Switches, Routing, Network Design, Troubleshooting, Routing Protocols, LAN-WAN, Networking, Hardware, Technical Support, Perl, Wireshark, Sniffer Pro, Linux, Operating Systems, Expect scripting, Cisco Nexus, Security, Routers, MPLS
Education
Pace University 1991 — 1999
BA, Computer Science
Terra Partners Group, Ltd. July 2009 - Present
Pillar Capital Management March 2009 - July 2009
Strategic Capital Management February 2007 - March 2008
Allegiance Capital April 2002 - January 2007
Manning & Napier Advisors June 2001 - April 2002
Prudential Securities May 1998 - April 2001
Nagano Prefectural Board of Education July 1993 - July 1996
Skills
Investment Management, Hedge Funds, Equities, Adobe Creative Suite, Fixed Income, Portfolio Management, Asset Managment, Frontier Markets, Capital Development, Investments
Education
University of Colorado Boulder 1997 — 1998
Graduate Studies, Japanese
New York University 1991 — 1993
B.A., Politics, 3.89
Take 2 Interactive July 2010 - Present
Gilt Groupe September 2009 - March 2010
CBS Interactive / Showtime Networks January 2007 - September 2009
CBS Interactive / CBS Internet Group / Showtime Networks August 2000 - December 2006
LiveCapital January 2000 - June 2000
United Media Inc. June 1998 - July 1999
SunGard Global Trading (formerly ZAI*NET software) September 1997 - May 1998
Prudential Securities February 1996 - September 1997
Wendys International / RC Cola May 1995 - December 1995
Skills
System Architecture, Python, Scalability, IT Operations, R, Team Management, Online Operations, Vendor Management, APIs, Technical Leadership, Strategic Leadership, Unix, Solaris, Active Directory, Data Center, Linux, Servers, Disaster Recovery, Perl, 3D visualization, DNS, Cloud Computing
Education
New York University 1993 — 1998
Bachelor of Arts, Computer Science
Stuyvesant High School 1989 — 1993
Rall Capital Management, Inc September 2004 - Present
CPA Wealth Management 2000 - 2004
Prudential Securities 1998 - 2000
Morgan Stanley Dean Witter 1994 - 1998
Skills
Wealth Management, Financial Advisory, Investments, Wealth, Wealth Management..., Retirement Planning, Certified Financial..., Investment Advisory, Retirement, Financial Planners, Estate Planning, Finance, IRAs, 401k, Portfolio Management, Personal Finance, Asset Allocation, Strategic Financial..., Leadership, Coaching, Asset Management, Mutual Funds, Investment Strategies, Trusts, High Net Worth..., Life Insurance, Asset Managment, Financial Planning, Retirement Income..., Wealth Accumulation
Education
Ohio University 1976 — 1980
Bachelor of Science, Communication
Groveport-Madison High 1971 — 1975
College Prep
Pesh Realty January 2001 - Present
Wheat First Butcher Singer January 1997 - June 1998
Prudential Securities January 1991 - January 1997
Skills
Real Estate, Investment Properties, Sellers, Residential Homes, Property Management, Foreclosures, Public Speaking, Short Sales, Management, Social Media, Single Family Homes, Real Estate Transactions, Listings, Investments, Buyer Representation
Education
Penn State University 1986 — 1990
BS, HRIM & Nutrition
Atria Senior Living June 2014 - Present
Art Impressions July 2009 - Present
CAREtenders of Braintree, an Almost Family company March 2013 - March 2014
Acting 1988 - 2013
Morton Hospital and Medical Center October 2010 - October 2012
Horizon Health June 2010 - October 2012
Art Impressions 2004 - 2011
Geezeo January 2010 - May 2010
Prudential Securities 1997 - 1998
Skills
Healthcare, Public Speaking, Healthcare Management, Strategic Planning, Home Care, Event Planning, Hospitals, Elder Care, Customer Service, Social Media, Marketing, Nonprofits, Community Outreach, Social Services, Program Development, Public Relations, Case Managment, Fundraising, Microsoft Office, Management, Video Production, Blogging, Nursing, Leadership Development, Medicare, Volunteer Management, Microsoft Word, Budgets, Social Media Marketing, Sales, Training, Leadership, Time Management, PowerPoint, Treatment, Photoshop, Advertising, Marketing Strategy, Microsoft Excel, Team Building, Mental Health, Event Management, Program Management, Teaching, Photography, Staff Development, Coaching, Grant Writing, Television, Research
Education
Northeastern University
of MBA, Finance
Northeastern University
BS, Marketing, Theater Arts
The University of Texas at Austin
Acer Development OwnerBoxman StudiosNovember 2008 - Present
Harris Murr 1998 - 2004
Interstate Johnson Lane 1995 - 1998
Prudential Securities 1994 - 1995
Skills
Relationship Marketing, Hospitality, Brand Development, Real Estate, Social Media Marketing, Marketing Strategy, New Business Development, Sponsorship, Event Management, Advertising, Online Marketing, Trade Shows, Online Advertising, Business Development, Event Planning, B2B
Education
Ohio Wesleyan University 1990 — 1995
Deutsche Bank April 2003 - Present
UBS 1998 - 2003
Rich Inc. October 1996 - June 1998
Prudential Securities 1992 - 1996
Education
DeVry Institutes 2000 — 2003
Bachelors, Computer Information Systems
New York University 2001 — 2002
Certificate, UNIX Administration
Wells Fargo Advisors April 2015 - Present
Wells Fargo June 2011 - March 2015
Wells Fargo Advisors, LLC 1993 - July 2011
Wachovia Securities, LLC 2005 - 2006
Smith Barney 2001 - 2005
Prudential Securities 1996 - 2001
Skills
Client Experience, Women and Retirement..., Public Speaker, Qualitative Researcher, Investments, Retirement, Public Speaking, Retail, Leadership, Series 7, Mutual Funds, Analysis, Financial Analysis, Finance, Strategic Planning, Financial Services, Recruiting, Strategy, Wealth Management, Management
Education
The University of Akron 1990 — 1992
MA, Non-profit Adminidstration
Ohio Northern University 1986 — 1990
Bachelor of Music Education, Music Ed K - 12
Erucar Growth Ventures June 2010 - Present
Tykoon January 2012 - September 2012
AvidTrips June 2010 - June 2012
IAC (holding company of Vimeo, Ask.com, Tinder, Match.com, Citygrid) June 2006 - May 2010
McKinsey & Co August 2004 - July 2006
Thomson Reuters July 2000 - June 2002
Prudential Securities July 1998 - June 2000
Skills
Product Strategy, Business Strategy, Corporate Strategy, Social Media, Portfolio Management, Product Management, Product Marketing, Mobile Devices, User Experience, Content Strategy, Product Development, Strategic Partnerships, Business Development, Strategy, Marketing Strategy, Mergers & Acquisitions, Start-ups, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Strategy, Finance, Marketing
University of Virginia 1994 — 1998
BA, Economics
Robert College 1987 — 1994
Lycee, Science
Freelance/ Ghost Writing January 2011 - Present
Florida Golf and Beaches, llc January 2010 - Present
The Opus 73 Group December 2011 - January 2014
Stirling Sotheby's International Realty 2006 - 2009
Vance Realty Group December 2000 - June 2006
Muse Management 1989 - 1998
Encore Media Group/The Starz Channel 1996 - 1997
Shearson Lehman Bros. 1988 - 1990
Prudential Securities 1982 - 1988
Skills
Relocation, Single Family Homes, Sellers, New Home Sales, Condos, Foreclosures, Short Sales, Investment Properties, Investors, Luxury, Relocation Buyers, SFR, ABR, Vacation Homes, Real Estate, Marketing
Education
University of California, Los Angeles 2012 — 2013
Real Estate, 4.0
Parsons School of Design 1977 — 1981
UCLA, Real Estate
TIAA-CREF Individual Advisory Services August 2006 - August 2014
Great American Advisors June 1998 - August 2006
Prudential Securities June 1996 - June 1998
Alternative Resources Corporation April 1994 - June 1996
The Graphic Resource Center January 1986 - March 1994
Amerisource Business Center January 1982 - December 1985
Xerox Corporation August 1978 - June 1982
Skills
Leadership, Program Management
Education
University of Tulsa 1975 — 1978
Bachelor's Degree, BSBA Marketing
Oral Roberts University 1973 — 1975
Arxis Capital Group LLC September 2014 - Present
Merrill Lynch September 2013 - September 2014
Cuttone & Co. November 2011 - September 2013
AlgoPartners, LLC November 2011 - April 2013
Surge Trading Inc. October 2010 - September 2011
Murphy & Durieu December 2008 - August 2010
UBS Investment Bank May 2003 - October 2008
Knight Trading Group 1996 - 2003
Prudential Securities 1988 - 1996
Dean Witter Reynolds 1983 - 1987
Skills
Stock Trading, Trading Platforms, Stock Exchange, Wall Street, Day Trading, Equity Swaps, Stock Market, Market Structure, Proprietary Trading, Trade Execution, Indices, Electronic Trading, Smart Order Routing, Black Box, Market Making, Trading Technology, Online Trading, Equity Trading, Trading, Electronic Trading..., Series 7, FINRA
Education
Pace University - Lubin School of Business 1985 — 1988
New York University - Leonard N. Stern School of Business 1982 — 1985
Finance
IBM Global Business Services July 2014 - Present
Dow Jones March 2013 - January 2014
Metropolitan Transportation Authority February 2012 - December 2012
NYC Department of Education November 2006 - July 2010
Prudential Financial 1998 - 2004
Prudential Securities 1989 - 1994
Skills
Workday, PeopleSoft, Functional Testing, Functional Requirements, Payroll Systems Analyst, Payroll, HRIS, Integration, Change Management, IT Strategy, Program Management, Project Management, Business Process, Consulting
Education
New York University
Restoration Hardware 2010 - 2015
True Wind, Inc. 2005 - 2012
Touchpaper Corporation 2002 - 2005
Deutsche Bank 1998 - 2001
BNY Mellon 1993 - 1997
Prudential Securities 1990 - 1993
Skills
Marketing Management, Marketing Strategy, Digital Marketing, Interactive Marketing, Direct Marketing, Marketing Research, User Experience, Product Development, Product Marketing, Mobile Marketing, Email Marketing, Market Research, SEO, Marketing Communications, Online Marketing, Social Media Marketing, Marketing, Mobile Devices, Lead Generation, E-commerce, Strategy, Advertising, Brand Management, Competitive Analysis, Blogging, CRM, Direct Mail, Public Relations, Brand Development, Digital Strategy, Online Advertising, B2B Marketing
Education
Northeastern University
BS Business Administration
Wells Fargo Advisors, LLC April 2015 - Present
Prudential Securities March 1988 - July 2003
Education
CERTIFIED FINANCIAL PLANNER™ 1998 — 1998
Business/Finance
Oregon State University 1984 — 1987
Bachelors of Science, Business with emphasis in Finance and Accounting
FJA-US September 2014 - Present
CVS Caremark Corporation July 2011 - January 2014
Bank of America - Merrill Lynch Wealth Management October 2009 - February 2012
Merrill Lynch May 2001 - May 2009
Prudential Securities 1999 - 2001
The Chase Manhattan Bank 1990 - 1999
Other related experience (consultant) 1984 - 1990
Skills
Software Project..., Business Analysis, Systems Analysis, Technical Leadership, Gap Analysis, Quality Assurance, Requirements Analysis, User Acceptance Testing, Software Documentation, Integration, Enterprise Architecture, XML, Analysis, Project Management, Databases, Requirements Gathering, Visio, PMO, Vendor Management, Architectures, Business Requirements, IT Strategy, SDLC, Management, Program Management, Consulting, Process Improvement
Education
New York University 1984 — 1985
Diploma, Computer Programming
Cluj University, Romania 1969 — 1971
BS, Civil Engineering
Angel Oak Capital Advisors, LLC February 2014 - Present
Trust Company of the West June 1998 - December 2012
Smith Barney May 1997 - June 1998
Prudential Securities 1992 - 1997
Skills
Mutual Funds, Asset Management, Institutional, Series 7, Alternative Investments, Series 24, Series 65, RIA, Brokerage, National Accounts, Sales Management, Salesforce.com, Web Development, Separately Managed..., Foundations, Defined Benefit, Retirement, Asset Managment, Defined Contribution, Marketing Communications, Marketing Strategy, Digital Marketing, Sales Presentations, Risk Management, Negotiation, Asset Allocation, Series 63, Investments, ETFs, Strategy, Business Planning, Hedge Funds, Investment Advisory, Financial Advisory, Equities, Investment Strategies, Investment Management, Fixed Income, Fund Of Funds, Securities, Retirement Planning, Portfolio Management, Bonds, FINRA, Capital Markets, Financial Services, Bloomberg, Emerging Markets, Structured Products, Integrity
Education
University of Surrey 1985 — 1988
B.Eng, Electronic and Electrical Engineering, Honors Degree
UMIST 1984 — 1985
Engineering
Norwegian University of Science and Technology (NTNU) 1984 — 1984
Norwegian Royal Palace Guard 1983 — 1984
Valler High School, Oslo 1980 — 1983
Physical Sciences
Hampton April 2013 - Present
Hampton May 2012 - April 2013
Holiday Inn Hotel & Suites January 2012 - July 2012
Staybridge Suites 2004 - 2005
Extended Stay Hotels 2002 - 2004
Extended Stay Hotels 2001 - 2002
Sunrise Suites Hotel by Wyndham 2000 - 2001
Prudential Securities 1997 - 1999
Skills
Hotels, Hospitality, Hotel Management, Hospitality Management, Revenue Analysis, Front Office, Hospitality Industry, Rooms Division, Yield Management, OnQ, Pre-opening, Property Management..., Micros, Customer Service, Lodging, Opening Hotels, Hiring, Training, Guest Service Management, Employee Training, Team Building, Payroll, Revenue Forecasting, Hotel Administration, Customer Satisfaction, Tourism, Management, Event Management, Resorts, Food
Education
Pace University 1996 — 1998
Business Management
Princess Cruises 2013 - Present
Princess Cruises and Cunard Line (North America) 2007 - 2013
Princess Cruises 2005 - 2007
DDB Direct 2005 - 2005
Rives Carlberg (Richards Carlberg) May 2002 - December 2004
Self-Employed 2000 - 2002
Hill Holliday 1997 - 2000
Bronner Slosberg Humphrey (Digitas) 1995 - 1997
Prudential Securities 1991 - 1995
Buck & Pulleyn 1988 - 1990
Skills
Marketing Management, Direct Marketing, Team Leadership, Marketing Strategy, Project Management, Leadership, Marketing Communications, Email Marketing, Online Advertising, Social Media Marketing, Advertising, Digital Marketing, Integrated Marketing, Copywriting, New Business Development, Facebook, CRM, Marketing, Digital Media, Strategy, Brand Management, Brand Development, Digital Strategy, Brand Architecture, Account Management, Marketing Research, Relationship Marketing, Market Research, Direct Mail
Education
Northwestern University 1982 — 1986
BA
Weston Banks Wealth Partners December 2013 - Present
Morgan Keegan & Co., Inc. 2004 - 2008
Edward Jones Investments 2001 - 2004
Knowledge Alliance 1999 - 2001
Prudential Securities 1998 - 1999
Skills
Financial Services
Education
North Carolina State University
Psychology
Noise Consulting Group May 2014 - Present
Marsh & McLennan Companies June 2006 - April 2014
CSC 2001 - 2006
Sullivan & Cromwell LLP July 1994 - February 2001
Prudential Securities February 1989 - July 1994
Ernst & Whinney May 1987 - February 1989
Skills
Vendor Management, Service Delivery, Technical Support, IT Strategy, IT Management, Outsourcing, IT Service Management, PMO, Process Improvement, ITIL, IT Outsourcing, IT Operations, Program Management, Change Management, Disaster Recovery, Diversity & Inclusion, Managerial Finance, International Project..., Global Management, Global Operations, IT Infrastructure..., Diversity Champion, System Deployment, Management, Management Consulting, Leadership, Incident Management, Strategy, Information Technology
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
MBA, Computer Applications and Information Systems
Polytechnic University 1976 — 1980
BS, Industrial Engineering
Brookwood Associates October 2003 - Present
Equity Capital Partners January 1997 - September 2003
Prudential Securities January 1986 - December 1997
Skills
Mergers & Acquisitions, Private Equity, Restructuring, Investment Banking, Strategy, LBO, Finance, Divestitures, Capital, Growth Capital, Corporate Finance, Leveraged Finance, Business Valuation
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MM, Management
University of Virginia 1981 — 1986
BS, Commerce
Global Compliance Consultancy Group August 2008 - January 2010
Nomura Research Institute May 2008 - June 2008
Morgan Stanley September 2007 - January 2008
Societe Generale February 2007 - May 2007
Lehman Brothers June 2005 - March 2006
UBS January 1998 - September 2004
UBS Wealth Management January 1998 - September 2004
Smith Barney May 1995 - December 1997
Prudential Securities October 1980 - July 1994
Education
Chubb Institute 1980 — 1980
New York University 1976 — 1978
Archbishop Molloy High School 1972 — 1976
TESARO March 2013 - Present
Pfizer June 2007 - March 2013
MGI PHARMA April 2003 - May 2007
RBC Capital Markets September 2000 - February 2003
Prudential Securities March 2000 - September 2000
Motorola Life Sciences October 1998 - March 2000
Skills
Investor Relations, Corporate Communications, Financial Modeling, Crisis Communications, Internal Communications, Strategic Communications, Biopharmaceuticals, Equity Research, Corporate Development, Public Relations, Strategy, Product Launch, Clinical Development
Education
Northwestern University
MS
University of Iowa
BA
Merrill Lynch December 2014 - Present
Root Capital Management September 2012 - December 2014
KCM, LP June 2012 - August 2012
Alternative Research Services, Inc November 2011 - May 2012
Alternative Access Capital, LLC January 2010 - August 2010
Citigroup April 2008 - January 2010
Oppenheimer & Co. January 2001 - January 2008
Prudential Securities January 2000 - January 2001
CIBC Oppenheimer March 1997 - January 2000
Barclays Bank April 1995 - March 1997
Skills
Hedge Funds, Capital Markets, Mutual Funds, Alternative Investments, Equities, Equity Research, Trading, Portfolio Management, Investments, Fixed Income, Fund Of Funds, Options, Investment Management
Education
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Admiral Farragut Academy
BridgePoint Group, LLC September 2013 - Present
Fidelity Investments October 2010 - August 2013
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Fidelity Investments 1998 - 2005
PaineWebber July 1997 - July 1998
Prudential Securities February 1992 - July 1997
Skills
Leadership, Financial Services, Management, Finance, Mutual Funds, Securities, Risk Management, Analysis, Strategic Financial..., Financial Analysis, Equities, Financial Modeling, Budgets, Accounting, Business Analysis, Process Improvement, Project Management, Financial Planning
Education
Pace University 1990 — 1994
MBA, Accounting
New York University - Leonard N. Stern School of Business 1985 — 1988
BS, Marketing & Economics
Lazard Alternative Investments October 2011 - Present
Pomona Capital December 2005 - October 2011
Prudential Securities 2001 - 2004
Skills
Alternative Investments
Education
Northeastern University 1995 — 2000
Pershing LLC Project Manager / Business AnalystPershing, LLC, Bank of New York Mellon2006 - Present
Bank of New York Mellon - Pershing, LLC 2006 - Present
Morgan Stanley 2002 - 2006
Prudential Securities 2000 - 2002
Merrill Lynch 1992 - 2000
Skills
Program Management, Business Requirements, Requirements Analysis, Management, Project Delivery, Analysis, Business Analysis, Equities, Financial Services, Fixed Income, PMO, Portfolio Management, Process Improvement, Quality Assurance, Risk Management, SDLC, Securities, Series 7, Trading Systems, Vendor Management
Education
Norfolk State University 1987 — 1989
Girard College 1979 — 1987
Elder Law December 2013 - Present
Kett Engineering - Volkswagen Technical Center March 2014 - July 2014
Courier Connect August 2011 - August 2013
Stevens Center for Maritime Systems December 2007 - June 2008
UPS Information Systems October 2006 - May 2008
Nyack Hospital 2006 - 2006
Prudential Securities 1997 - 2001
Skills
Testing, Vendor Management, Integration, Visio, Process Improvement
Education
Stevens Institute of Technology 2010 — 2016
Masters Engineering, Systems Engineering
LasComp Institute of IT 2014 — 2015
Microsoft Certified Solutions Associate SQL Server 2012 course., Certificate of Completion
Stevens Institute of Technology 2004 — 2009
Masters, Information Systems, GPA: 3.8 / 4.0
State University of New York - System 2005 — 2008
Computer Networks
New York University 2005 — 2005
Certificate in Network Administration, Computer Networks
University of California, Los Angeles 1982 — 1987
Bachelor of Arts, Political Science
New York University
ADDITIONAL FINANCIAL EDUCATION
Lake Street Capital Markets December 2012 - Present
ThinkEquity Partners August 2002 - December 2012
Dain Rauscher, Inc January 2000 - January 2001
DAIN RAUSCHER, INC January 1995 - January 2001
RBC Dain Rauscher (formally DBI) 1995 - 2001
Dain Raucher, Inc January 1999 - January 2000
Dain Rauscher, Inc January 1997 - January 1999
Dain Rauchser, Inc January 1995 - January 1997
PRUDENTIAL SECURITIES January 1994 - January 1995
SALOMON SMITH BARNEY January 1989 - January 1994
Skills
Series 7, Series 63, Series 24, Series 8, Series 55, Trading, Investments, Capital Markets, Trading Systems, FINRA, Financial Services
Education
Marquette Senior High School
Northern Michigan University
University of Minnesota
Finance and Pre-Calculus
Sapient Global Markets August 2012 - Present
JP Morgan March 2010 - August 2012
DCG / Sapient Corp. 2007 - March 2010
BlueMountain Capital Management October 2008 - December 2008
Merrill Lynch November 2007 - September 2008
UBS Investment Bank 2005 - 2007
Genworth Financial September 2004 - February 2005
GE July 2003 - September 2004
Merrill Lynch 2002 - 2003
Prudential Securities 1996 - 2001
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Risk Management, Options, Business Process, CDS, Capital Markets, Finance, Investment Banking, Management Consulting, Structured Products, Trading Systems, FX Options, Financial Risk
Education
The University of Connecticut School of Business 2006 — 2007
MBA, Finance & Business Law
Pace University - Lubin School of Business 1996 — 2000
BS, MIS
Prudential June 2007 - Present
Prudential Financial 2002 - June 2007
Prudential Securities 1996 - 2002
Education
Pace University 2001 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
New York University - Polytechnic School of Engineering 1992 — 1996
BS, Electrical Engineering
Wellington Management Company January 2012 - Present
Russell Investment Group November 2007 - December 2011
Prudential Securities October 1998 - July 2003
Lehman Brothers August 1997 - October 1998
Goldman Sachs July 1992 - July 1995
Skills
Financial Modeling, Investment Management, Hedge Funds, Alternative Investments, Equity Research, Asset Allocation, Investment Strategies, Equities, Asset Managment, Portfolio Management, Private Equity, Bloomberg, Investments, Valuation, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Smith College 1986 — 1990
North Shore Long Island Jewish Health System January 2010 - Present
North Shore Long Island Jewish Health System November 2004 - December 2009
Southside Hospital 2000 - 2004
VP International Accounting 1994 - 1998
Salomon Smith Barney 1994 - 1998
Smith Barney 1994 - 1998
Salomon Smith Barney 1994 - 1998
Prudential Securities 1991 - 1994
Drexel Burnham Lambert 1988 - 1991
Skills
Accounting, Financial Analysis, Forecasting, Budgets, Microsoft Excel, PeopleSoft
Education
Pace University - Lubin School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Accounting
Saint John's University 1984 — 1988
BS, Finance
Runde & Co. LLC 1992 - Present
Prudential Securities 1985 - 1990
Citibank 1981 - 1985
Skills
Asset Management, Portfolio Management, Alternative Investments, Business Strategy, Investments, Mergers & Acquisitions, Financial Analysis, Leadership, Asset Managment, Equities, Private Equity, Strategy, Hedge Funds, Asset Allocation, Financial Modeling, Fixed Income
Education
New York University 1979 — 1984
Filament BioSolutions August 2015 - Present
Pfizer October 2009 - August 2015
bioStrategies Group July 2002 - October 2009
Prudential Securities 2001 - 2002
Northwestern University 1999 - 2001
University of Illinois at Chicago 1997 - 1998
Skills
Financial Modeling, Strategic Planning, Biotechnology, Decision Analysis, Pharmaceutical Industry, Market Research
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Marketing, Finance, Business Strategy, Entrepeneurship
Northwestern University - The Graduate School 2000 — 2001
MS, Biotechnology
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Biology
Fiserv September 2002 - Present
AETEA Information Technology April 2002 - September 2002
Prudential Securities March 2001 - November 2001
The Bank of New York May 1993 - March 2001
Bankers Trust February 1990 - April 1993
Prudential-Bache May 1988 - January 1990
Skills
Business Analysis, Fixed Income, Financial Services, Portfolio Management, Mutual Funds, Relationship Management, SDLC, Process Improvement, Banking, Analysis, Business Requirements, Investments, Requirements Gathering, Securities, Vendor Management, Risk Management, Wealth Management, Trading, Asset Management, Equities, Financial Markets, Derivatives, Bloomberg
Education
Pace University - Lubin School of Business 1986 — 1990
BBA, Finance
Capitol Securities Management Inc. November 2008 - Present
Aurora Associates December 2005 - November 2008
Prudential Securities 1995 - 1999
Skills
Investment Management, Fixed Income, Financial Services, Asset Management, Private Equity, Series 7, Sales, Mergers & Acquisitions, Finance, Strategic Financial..., Series 63, Financial Advisory, Investments, Wealth Management, Asset Allocation, Alternative Investments, Investment Advisory
Education
Old Dominion University
BS, Business Administration
Alcentra NY, LLC October 2011 - Present
Stone Tower Capital April 2007 - November 2011
IDT Corporation 2003 - 2006
Prudential Securities 1998 - 2003
Bear Stearns 1994 - 1998
Dai-Ichi Kangyo Bank 1993 - 1994
The Chase Manhattan Bank 1989 - 1993
Price Waterhouse 1987 - 1989
Education
Pace University
MBA, Financial Management
City University of New York-Queens College 1983 — 1987
BA, Accounting, Economics
PNC Business Credit March 2015 - Present
PNC Business Credit September 2011 - March 2015
Redcats USA September 2003 - January 2011
Haywin Textiles September 2000 - April 2003
UBS A.G. July 1998 - August 2000
Prudential Securities April 1997 - 1998
Skills
Credit Analysis, Asset Based Lending, Management, Leadership, Auditing, AssetWriter, External Audit, Financial Statement..., collateral audit, Borrowing Base..., Calculations, Collateral Management, Oracle, Oracle 9i, Financial Variance..., collateral valuation, Asset Reader
Education
New York University 1991 — 1995
BA, Economics
The Guardian Life Insurance Company of America January 2012 - December 2013
Barclays Capital September 2009 - November 2011
UBS Investment Bank August 2000 - January 2009
Prudential Securities November 1997 - August 2000
Prudential Securities March 1995 - November 1997
Price Waterhouse LLP August 1994 - March 1995
Maritz McGettigan May 1992 - August 1994
Skills
Event Planning, Management, Event Management, Corporate Events, Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Strategic Planning, Budgets, Business Development, Direct Marketing, Financial Services, Strategy, Strategic Meeting..., Financial Markets, Conference Design, Conference Coordination, Project Team Management, Management Of Creative..., Hotel Contract..., Incentive Travel
Education
New York University 1995 — 1996
Certificate
University of Delaware 1986 — 1990
Bachelors
Proxy Mosaic LLC January 2014 - Present
CBIS, Inc. November 2012 - December 2013
PineBridge Investments November 2006 - November 2011
CL Capital Markets, Inc. February 2005 - October 2006
Prudential Securities January 1999 - January 2005
Skills
Alternative Investments, Hedge Funds, Asset Managment, Business Development, Equities, Private Equity, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Fund Of Funds, Mutual Funds, Emerging Markets, Asset Management, Asset Allocation, Investment Strategies, Investments, Institutional..., Equity Research
Education
New York University
MBA, Finance
Malden Capital Management November 2013 - Present
DeMatteo Monness LLC January 2010 - November 2013
Merrill Lynch January 2006 - January 2009
Ramius LLC January 2003 - January 2006
GLG Partners January 2002 - January 2003
Morgan Stanley January 1990 - January 2002
Salomon Brothers January 1988 - January 1990
Prudential Securities 1984 - 1988
Skills
Equities, Investments, Series 7, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Derivatives, Private Equity, Valuation, Securities, Trading, Fixed Income, Bloomberg
Education
Northeastern University 1979 — 1983
Bachelor of Science, Economics
Pfizer December 2007 - Present
Guardian Life Insurance August 2007 - November 2007
Volkswagen June 2005 - August 2007
Morgan Stanley November 2004 - June 2005
Synovus August 2004 - October 2004
Prudential Securities December 2003 - September 2004
Skills
Business Objects, ETL
Education
New York University 1999 — 2002
Divisional Public School 1996 — 1999
Franklin Templeton Investments April 2012 - Present
Prudential Financial December 1994 - April 2012
Prudential Securities August 1992 - December 1994
Education
Pace University - Lubin School of Business
Finance
Holborn Corporation March 2002 - Present
Prudential Securities January 1992 - March 2001
Education
Pace University
MasterCard March 2014 - Present
MasterCard April 2012 - March 2014
UBS September 2006 - April 2012
Transnational Publishers, Inc February 2005 - August 2006
Prudential Securities May 1999 - February 2005
Skills
Business Analysis, Financial Services, Portfolio Management, Risk Management, Equities, Derivatives, SDLC, Strategy, Vendor Management, Leadership, Requirements Analysis
Education
Pace University
MBA, Strategic Management
Weild & Co. March 2009 - Present
Full Circle Capital Corporation May 2014 - May 2015
River Corporate Advisors March 2009 - May 2015
Stanford Group Company October 2005 - March 2009
Prudential Securities 1996 - 1999
Lehman Brothers 1986 - 1996
Skills
Healthcare, Corporate Advisory, Venture Capital, Mergers, Corporate Finance, Restructuring, Investment Banking, Corporate Development, Mergers & Acquisitions, Equities, Finance, Capital Raising, Start-ups, Financial Advisory, Funding, Executive Management, Capital Markets, Corporate Law, Private Placements, Investments, IPO, Management, LBO, Due Diligence, Private Equity, Valuation, Hedge Funds, M&A experience, Investor Relations, Financial Structuring
Education
Northeastern University 1978 — 1983
BSBA, Finance and Management
Grifols May 2012 - Present
TrialCard August 2011 - May 2012
GlaxoSmithKline November 2007 - June 2011
Glaxosmithkline 2004 - 2007
GlaxoSmithKline 2002 - 2004
Tech Resource Group 2000 - 2002
Prudential Securities 1998 - 1999
WestPoint Stevens 1997 - 1998
Skills
Data Analysis, Outsourcing, Requirements Analysis, Strategic Planning, Project Management, Management, Cross-functional Team..., Software Documentation, Business Analysis, Quality Assurance, Analysis, Change Management, Integration, Six Sigma, Pharmaceutical Industry, Process Improvement, SFTP, Leadership, Vendor Management, Microsoft Office, Program Management, Business Intelligence, Manufacturing, SDLC
Education
North Carolina State University
BS, Textile Management
Southeast Guilford
Citi Private Bank July 2000 - Present
Prudential Securities 1998 - 2000
Gaines Berland (GBI Capital) 1997 - 1998
Skills
Wealth Management, Private Banking, Series 7, Portfolio Management, Investments, Equities, Securities, Alternative Investments, Asset Management, Investment Advisory, New Business Development, Investment Banking, Hedge Funds, Credit, Capital Markets, Fixed Income, Banking, Financial Advisory, Investment Strategies, Series 63, Loans, Private Equity Capital..., High Net Worth..., Trading, Risk Management, Private Equity, Series 65, Wealth, Financial Planning, Mortgage, Estate Planning, Corporate Finance, Derivatives, Funding, Financial Analysis, Structured Products, Structured Finance, Asset Allocation, Mergers, Real Estate, FX, Private Wealth..., Portfolios, Commercial Banking, Referrals, Trust Services, Venture Capital, Private Placements, Deal Structuring, Cash Management
Education
Pace University - Lubin School of Business
Financial Planning
State University of New York Empire State College
BS, Marketing
UBS July 2010 - Present
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney 2006 - June 2009
Citi 2006 - June 2009
Prudential 1990 - 2006
Prudential Securities 1990 - 2006
prudential investments 1990 - 2006
Prudential Financial 1990 - 2006
Drexel Burnham Lambert 1978 - 1989
Education
Pace University - Lubin School of Business 1977 — 1981
Morgan Stanley June 2006 - February 2008
Prudential Securities 1985 - 1992
Education
Pace University 1980 — 1984
HSBC Securities April 2006 - Present
Ernst & Young September 2005 - February 2006
The Bank of New York Mellon October 2004 - September 2005
Prudential Securities May 1998 - September 2004
Skills
ABS, Capital Markets, Derivatives, Fixed Income, Equities, Hedge Funds, Asset Management, Valuation, Financial Modeling, Bloomberg
Education
New York University 1995 — 1999
Central Jersey Bank, N.A. April 1999 - Present
Prudential Securities 1998 - 1999
Education
Ocean County College 1991 — 1993
Assoc. Degree in Science, Social Work
St. Rose High School 1989 — 1991
Diploma
CBS Corporation February 2006 - Present
Deloitte November 1996 - February 2006
Prudential Securities 1994 - 1996
Education
Pace University - Lubin School of Business 1988 — 1992
UBS Investment Bank October 2012 - Present
Mary Chamulak-Oszustowicz April 2012 - September 2012
Goldman Sachs November 2003 - April 2012
Prudential Securities May 2000 - November 2003
Bear Stearns November 1993 - May 2000
Skills
Settlements, Equities, Bonds, Corporate Actions, Money Market, Mutual Funds, Fixed Income, Dividends, Proxy, Class Actions, Operational Risk..., Training, Security Clearance, Customer Service, Building Relationships, Regulatory Analysis, Reorg, Microsoft Office, Supervising, Risk Management, Team Building, Teamwork, Team Management, Repo, Settlement, Series 99, Prime Brokerage, Asset Management, Electronic Trading, Trading, Trading Systems, AML, Repossessions, Capital Markets, Securities, Derivatives
Education
St. Francis College 1988 — 1992
Bachelor of Science (BS), Accounting
New York University 1988 — 1988
Pre-Med
St. George Academy 1983 — 1987
JPMorgan Chase August 2006 - Present
Bear Stearns 2007 - 2007
Prudential Securities 1996 - 2006
Skills
Trading Systems, Requirements Analysis, Risk Management, Capital Markets, Business Analysis, Vendor Management, Portfolio Management, Equities, SDLC, Fixed Income, Requirements Gathering, Integration, Investment Banking, Electronic Trading, Quality Center, Securities, Program Management, Series 7, Banking, User Acceptance Testing, Financial Services
Education
Pace University 1991 — 1996
Credit Suisse November 2008 - Present
Countrywide Securities Corporation April 2007 - October 2008
Credit Suisse September 2004 - April 2007
Prudential Securities December 1996 - July 2004
Visidyne Inc June 1992 - August 1996
Skills
Fixed Income, ABS, Derivatives, Capital Markets, Securitization, Structured Finance, Structured Products, Credit Derivatives, Credit Risk, Counterparty Risk, Market Risk, Bloomberg, Bonds, Risk Management, Portfolio Management, Financial Modeling, Credit, Trading, Valuation, Financial Risk, Interest Rate..., Investment Banking, Quantitative Finance
Education
New York University - Polytechnic School of Engineering 1989 — 1995
BS, MS
Broadridge June 2008 - Present
JPMorgan Chase 2007 - 2008
JPMorganChase 2005 - 2008
JP Morgan Chase 2006 - 2007
Prudential Securities 1993 - 2005
Education
New York University 1985 — 1990
Select Design, Ltd. February 2007 - Present
Select Design, Ltd. March 2002 - February 2007
Prudential Securities February 2000 - February 2002
Skills
Brand Development, Marketing Strategy, Brand Management, Marketing, Advertising, Social Media Marketing, Sales, Integrated Marketing, Account Management, Digital Marketing
Education
Norwich University 1995 — 1999
International Law, Economics
NLC PBWachovia, A Wells Fargo Company2010 - Present
Wachovia Bank 2009 - Present
Prudential Securities 2000 - 2005
Wachovia Securities, LLC 1989 - 2005
Education
Pace University 1986 — 1990
Setfocus
USAID August 2014 - Present
USAID December 1992 - August 2014
Prudential Securities 1986 - 1993
Skills
Financial Analysis, Capacity Building, Managerial Finance, Internal Controls, Financial Modeling, Financial Accounting, Commercial Real Estate, Team Leadership, Property Management, Cash Management, Budgets, Africa, Valuation, Finance, Government, Due Diligence, Economics, International Relations, Accounting, Financial Reporting, Corporate Finance, Proposal Writing, Business Development, Policy Analysis, International..., Latin America, Program Management, Project Planning, Public/private...
Education
New York University 1990 — 1991
Diploma, Real Estate Investment
The College of William and Mary - The Mason School of Business 1984 — 1986
MBA, Accounting and Finance
University of Virginia 1978 — 1982
BA, International Relations
Kirenaga Partners March 2015 - Present
Bridgewater Associates January 2011 - Present
Bridgewater Associates March 2010 - January 2011
Russell Investments June 2009 - March 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2008 - September 2008
Bear Stearns February 2003 - June 2008
McKinsey & Company July 1996 - February 2003
Prudential Securities July 1994 - June 1995
US Navy June 1990 - June 1994
Skills
Program Management, Contract Negotiation, Functional Requirements, Financial Services, Hedge Funds, Change Management, Business Process..., Acquisition Integration, Capital Markets, Investment Banking, Equities, Asset Managment, Financial Modeling, Portfolio Management, Due Diligence, Fixed Income, Emerging Markets, Risk Management, Private Equity, Vendor Management, Management, Mergers & Acquisitions, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance, Strategy
University of Notre Dame 1986 — 1990
Bachelor of Science, Mathematics
United Airlines January 2009 - Present
United Airlines June 2005 - January 2009
United Airlines June 1999 - June 2005
Prudential Securities June 1996 - November 1998
Alitalia Compagnia Aerea Italiana SpA November 1983 - May 1996
Skills
Project Planning, Airline Management, Airlines, Team Building, Sales Management, Aviation, Management, Airports, Flights, Revenue Analysis, Hotels, Commercial Aviation, Tourism, Account Management, Sabre, Amadeus, Travel Management, Travel Technology, Business Travel, IATA, Ticketing, Online Travel, GDS, Pricing, Leisure Travel, Yield Management, Galileo, Civil Aviation
Education
Pace University - Lubin School of Business
BBA, Accounting & Financial Management
Bishop Ford High School
N.Y.S. Regents Diploma
EmblemHealth October 2010 - Present
Prudential Securities December 2008 - October 2010
UBS Wealth Management October 2008 - December 2008
Merrill Lynch May 2008 - October 2008
Morgan Stanley August 2003 - March 2008
Lehman Brothers 2001 - 2003
Skills
Intertest, Syncsort, VSAM, CICS, TSO, JCL, DB2, Mainframe, SDLC, SQL, COBOL, Data Warehousing, Sybase, Autosys, Visio, Crystal Reports, XML, QMF, PL/SQL, SPUFI
Education
Odessa National 'I.I. Mecnikov' University 1976 — 1981
MS/BA, Applied Mathematics, Information Technology
UBS Financial Services, Inc. October 2010 - Present
Merrill Lynch September 2006 - October 2010
Prudential Securities June 1971 - September 2002
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investments, Securities, Financial Services, Asset Management, Finance, Portfolio Management
Education
Pace University 1970 — 1972
BA Business, Finance
St. Brendan's Highschool 1966 — 1970
4 years
St. Edmund's Elementary School 1957 — 1966
8th Grade
BankUnited July 2013 - Present
BankUnited September 2006 - June 2013
RailAmerica September 2003 - June 2006
Questron Technology August 2000 - August 2002
Republic Security Bank October 1998 - August 2000
Dow Jones Telerate September 1994 - August 1998
PC Quote November 1989 - September 1994
Prudential Securities 1985 - 1989
Skills
Equity Compensation..., Corporate Communications, Section 16 Reporting, Investor Relations, Corporate Governance, Public Relations, Strategic Communications, Investments, Strategy, Securities, Media Relations, Business Strategy, Internal Communications, Due Diligence, Risk Management, Business Development, Mergers & Acquisitions, Policy, Crisis Management
Education
Northeastern University
Bachelor of Science, Public Administration
n/a November 2008 - Present
Lehman Brothers August 2003 - November 2008
Prudential Securities August 1998 - August 2003
Education
University at Buffalo 1992 — 1996
BA, Psychology
Pace University - Lubin School of Business
MBA pending, Accounting
Bank of New York Mellon 2008 - Present
Wachovia Securities 2003 - 2007
Prudential Securities 1993 - 2003
Skills
Product Control, Interest Rate..., Equities, Fixed Income, Foreign Exchange, Planning Budgeting &..., P & L Reporting
Education
Pace University - Lubin School of Business
BBA, Accounting
KPMG US March 2015 - Present
ADP June 2011 - March 2015
ADP April 2010 - May 2011
OSI Pharmaceuticals November 2009 - April 2010
Citigroup July 2004 - December 2008
Prudential Insurance December 1999 - June 2004
Prudential Securities March 1997 - November 1999
Coopers & Lybrand 1995 - 1997
Skills
PMP, Data Center, Program Management, PMI, Project Portfolio..., Vendor Management, Process Improvement, Project Management, SDLC
Education
Pace University 1995 — 1998
MS, Information Systems
Syracuse University 1989 — 1993
Bachelor of Arts, International Relations
J.P. Stevens H.S. 1985 — 1989
TIAA-Cref 2006 - Present
Carolina Investment Solutions 2001 - 2006
Legg Mason 1998 - 2001
Prudential Securities 1996 - 1998
Skills
Investments, Wealth Management, Strategic Financial..., Analysis, Series 63, High Net Worth..., Retirement Planning, Insurance, Series 7, Portfolio Management, Accounting, Asset Allocation, 401k, Asset Management, Investment Advisory, Financial Planning, Management, Mutual Funds, Financial Services, Retirement
Education
North Carolina State University
Western Carolina University
Van HoutenParker October 2010 - Present
AXA (Equitable) January 1998 - February 2002
Prudential Securities May 1990 - June 1996
Education
Pace University - Lubin School of Business 1979 — 1981
MBA
HSH Nordbank August 2006 - Present
Aareal Financial Services August 2004 - August 2006
Aareal Financial Service USA 2002 - 2006
Prudential Securities September 1999 - March 2002
Skills
NYS Notary Public, Financial Analysis, PowerPoint, Banking, Real Estate Financing, Risk Management, Loans, Bloomberg, Financial Modeling, Finance, Customer Service, Coaching, Commercial Banking, Insurance, Outlook, Cash Management, Leases, Financial Reporting, Leadership, Internal Controls, Real Estate, Syndications, Microsoft Excel, Financial Structuring, Microsoft Word, Real Estate Transactions, Change Management, Business Analysis, Loan Servicing, Structured Finance, Team Building, Project Management, Event Planning, Mergers & Acquisitions, Sales, Financial Risk, Asset Management, Commercial Real Estate, Financial Services, Process Improvement, Management, System Administration, Credit, Notary Public, Training, Restructuring, Portfolio Management, Investments, Due Diligence
Education
New York University 1978 — 1981
BS, Nursing & Education
Chubb Institute
Certificate, Computer Programming/Programmer, General
Fidelity Investments March 2007 - Present
Fidelity Investments January 2005 - Present
Fidelity Investments January 2005 - March 2007
Prudential Securities 1990 - 2005
Skills
Series 24, Series 7
Education
Pace University - Lubin School of Business 1985 — 1990
BBA Finance, Accounting and Finance
Wharton Business School
Hotbox Sports Ventures, Inc May 2013 - Present
ZenithOptimedia September 2005 - May 2013
Tri-Coastal Design July 2003 - August 2005
Prudential Securities June 1997 - November 2002
Skills
C#, JavaScript, Transact-SQL, ASP.NET, jQuery, AJAX, CSS, Visual Basic, HTML, DHTML, ASP, VBScript, ADO, ADO.NET, XML, XLST, Java, CICS, COBOL, C++, PHP, MySQL, Silverlight, Microsoft Visual Studio..., SQL Server 2008, Crystal Reports, Telerik Controls, Janus, Infragistics, Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft SourceSafe, Adobe CS5, Photoshop, Premiere, After Effects, Flash, Windows Forms, Project Management, Web Design, SEO, Process Automation, Production Web Servers, Application Development, Technical Requirements..., Video Editing, Training, Technical Writing, Software Documentation
Education
Pace University 1993 — 1997
Bachelor's Degree, Computer Science (Minor in Business)
Lifetime Athletic October 2013 - Present
Yoga Synthesis 2012 - Present
24 Hour Fitness 2012 - Present
Fitting in Fitness 2012 - Present
Parisi Fitness Center 2012 - Present
Holmgren's Black Belt Academy 2011 - 2012
CompuServe 1996 - 1999
Prudential Securities 1994 - 1996
Skills
Teaching, Coaching, Kettlebell Training, Circuit Training, TRX Suspension Training, Vinyasa Yoga, Ashtanga Yoga, Plyometrics Training, Speed and Agility..., Tae Kwon Do, Muay Thai Kickboxing, Brazilian Jiu-Jitsu, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Fitness, Yoga, Personal Training, Fitness Training, Strength Training, Wellness Coaching, Nutrition, Hatha Yoga, Sales, Meditation, Functional Training, Weight Training, Holistic Health, Rehabilitation, Employee Wellness, Athletic Training, Cardio, Cpr Certified, Core Strength, Supplements, Martial Arts, Wellness
Education
NASM 2012 — 2012
Certified personal trainer (CPT)
Pace University-Pleasantville/Briarcliff Campus 1990 — 1994
Bachelor's degree, International Management
Westlake High School 1986 — 1990
Andrea Powers Studio
Stand up Paddleboard Yoga
Holmgrens black belt academy
NASM
Performance Enhancement Specialist
NASM
Corrective Exercise Specialist
UBS Wealth Management July 2014 - Present
American Mortgage Consultants, Inc. August 2011 - July 2014
Citibank April 2005 - March 2009
Prudential Securities August 1980 - April 2005
Citibank May 1973 - March 1980
Skills
Series 7, AML, FINRA, OFAC, KYC, Series 24, Securities, Compliance, Auditing, Financial Services, Fixed Income, Financial Regulation, Internal Audit, Financial Risk, Retail Banking, Equities, Risk Assessment, Analysis, Investment Advisory
Education
Pace University 1972 — 1984
Bachelor of Business Administration, Accounting
Pace University - Lubin School of Business 1972 — 1984
BBA, Accounting
Royal Bank of Canada May 2009 - Present
Merrill Lynch April 1999 - May 2009
Prudential Securities 1993 - 1999
Ernst and Young 1988 - 1992
Education
Pace University - Lubin School of Business 1986 — 1988
MBA, Accounting
University of Scranton 1982 — 1986
MS, Information Systems
Rodan + Fields Dermatologists 2013 - Present
Marriott International October 2005 - October 2013
Gerber Tours October 2002 - March 2005
Prudential Securities June 1999 - March 2002
Skills
Hotels, Event Planning, Profit, Team Building, Management, Training, Hospitality Industry, Restaurants, Budgets, Hospitality, Micros, Hotel Management, Rooms Division, Customer Service, Supervisory Skills, Resorts, Time Management, Menu Development, Catering, Recruiting, Hospitality Management, Banquets, Food & Beverage, Revenue Analysis, Convention Services, Property Management...
Education
Niagara University 1994 — 1998
BS, Management
Beijing Institute of Business 1997 — 1997
Management
Schiller International University, London 1996 — 1996
Management
Javelin Capital LLP September 2013 - Present
Flow Traders January 2011 - September 2013
SIAC March 2001 - December 2010
Prudential Securities January 2000 - December 2000
Research Foundation of CUNY August 1996 - June 1999
Skills
Red Hat Linux, Linux, Unix, HP Proliant, Trading Systems, Servers, Storage Area Networks, Data Center, Disaster Recovery, HP-UX, DNS, Redmine, Low Latency Systems, Cacti, Wikimedia, Virtualization, Electronic Trading, TSM, VMware Infrastructure, Exchange Connectivity, ITIL Certified, Market Data, AIX, LDAP Administration, Solaris
Education
Stony Brook University 1991 — 1994
MA, Aplied Mathematics
New York University 1984 — 1989
BA, Math & Computer Science
Lincoln Educational Services July 2015 - Present
Brookdale Community College August 2006 - June 2015
Prudential Securities June 1991 - November 1992
Smith Barney, Harris Upham and Co. January 1989 - June 1991
Skills
Microsoft Office, PowerPoint, E-Learning, Web Development, Adobe Creative Suite, PHP, Web Design, Teaching, Dreamweaver, Editing, Higher Education, HTML, Graphic Design, Illustrator, Photoshop, InDesign, Storyboarding, Brochures, Mac, Video Editing, Newsletters, Learning Management..., Digital Photography, Public Speaking, Curriculum Development, Instructional Design, Graphics, Research, Flash, Curriculum Design, Logo Design, Technical Writing, WordPress, Branding & Identity, Project Management, Social Networking, Event Planning, Microsoft Excel, OS X, CSS, Customer Service, Photography, Image Editing, Event Management
Education
St. Joseph's University of Pennsylvania 2014 — 2016
Master's Degree, Educational/Instructional Technology
Pace University - Lubin School of Business
Bachelor's Degree, Management Information Systems
US Army Reserves , 354 Movement Control Battalion July 2013 - July 2015
Merrill Lynch November 2003 - June 2013
Prudential Securities 2000 - 2003
Citibank Investment Services 1999 - 2000
Skills
FINRA, Banking, Investment Banking, Series 7, Series 63, Series 31, Life Insurance, Commodity Risk..., Risk Management, Finance, Trading, Anti Money Laundering, Financial Risk, Financial Services, Management, Options, Fixed Income
Education
U. S Army Command and General Staff College 2010 — 2011
Graduate Studies.
Pace University - Lubin School of Business 1985 — 1990
BBA, Finance
Pace University-New York 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
SourceMedia 2010 - 2014
Flik - Onsite at Goldman Sachs 2009 - 2010
NASDAQ 2007 - 2009
Incisive Media 2002 - 2007
Prudential Securities 2000 - 2002
Skills
Menu Development, Event Management, Contract Negotiation, Corporate Events, Meeting Planning, Event Planning, Budgets, Management, Marketing Strategy, Trade Shows, Advertising, Strategy, Project Planning, Newsletters, Marketing, Customer Service, Marketing Communications, Hospitality
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase June 2012 - Present
Bank of America October 2010 - October 2011
Bank of America April 2006 - October 2010
Citigroup 2005 - 2006
American Express 2003 - 2005
E.T.G., LLC 2002 - 2003
Advest, Inc. 2002 - 2002
Prudential Securities 1994 - 2000
Prudential Securities 1992 - 1994
Skills
Fixed Income, Accounting, Capital Markets, Equities, Bloomberg, Structured Products, Banking, Derivatives, Securities, Financial Risk, Prime Brokerage, MBS, Series 7, Trading, Series 63, Finance
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
160 Ivy LLC November 2010 - Present
174 Ivy LLC February 2010 - Present
BT Americas 2008 - 2009
EMC Corporation 2006 - 2008
JPMorgan Chase & Co. /Computer Sciences Corp. 2001 - 2005
GiantLoop Network, Inc. 2000 - 2001
The Prudential Insurance Co. of America 1999 - 2000
Prudential Securities 1992 - 1999
Sogitalia Inc 1986 - 1992
New York 1985 - 1990
Skills
Data Center, Program Management, Security, Strategy, Cloud Computing, Business Continuity, Vendor Management, IT Strategy, Project Management, ITIL, Process Improvement, Telecommunications, Project Planning, Networking, Project Portfolio..., Management, Enterprise Software, PMO, Disaster Recovery, Service Delivery, VoIP, Leadership, SaaS, Servers, Professional Services, Information Technology, Testing, Infrastructure
Education
New York University - Polytechnic School of Engineering 1977 — 1981
B.S.E.E., Engineering
SunTrust Bank May 2014 - Present
Waddell & Reed 2011 - 2014
Alpha Risk Solutions 2009 - 2011
Janney Montgomery Scott 2006 - 2009
Advest, Inc. 2003 - 2006
Legg Mason 1999 - 2002
Prudential Securities 1981 - 1999
Education
Suffolk University - Sawyer School of Management
MPA, Management
Nichols College
Bachelor of Science (BS), Finance
BerchWood Partners August 2012 - Present
Cantor Fitzgerald October 2009 - August 2012
Credit Suisse October 2007 - September 2009
Bear Stearns October 1999 - October 2007
Prudential Securities April 1997 - October 1999
Skills
Investment Banking, Private Equity, Capital Markets, Equities, Hedge Funds, Valuation, Financial Modeling, Fixed Income, Alternative Investments, Corporate Finance, Private Placements, High Yield
Education
Penn State University
BS, Finance
University of Pennsylvania - The Wharton School
MBA, Finance
AP LLC September 2009 - Present
RSM McGladrey September 2007 - May 2009
BISYS Fund Services December 2006 - September 2007
Prudential Securities August 1998 - May 2002
Skills
Tax, Accounting, Auditing, Tax Accounting, Financial Reporting, Partnership Taxation, SEC filings, Tax Returns, Tax Research
Education
Pace University - Lubin School of Business 2004 — 2006
MS, accounting
Brooklyn College 2003 — 2004
Accounting
Polytechnic university
IXI Corporation ConsultantM&T Bank2010 - 2011
Promontory Interfinancial Network February 2006 - February 2007
Legg Mason 1998 - 2007
Prudential Financial 1986 - 2007
University of Maryland, Batlimore September 2002 - May 2005
Prudential Securities 1986 - 1998
Rider College September 1992 - May 1995
Mercer County College September 1991 - May 1992
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Program, Pricing Strategies and Tactics
University of Pennsylvania - The Wharton School 2001 — 2003
Executive Program, Securities Industry Institute
St. John's University, The Peter J. Tobin College of Business 1985 — 1987
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1984
B.S., Economics
FM Global April 2007 - Present
FM Global September 2002 - March 2007
Prudential Securities 2000 - 2002
CONSECO DATA SERVICES 1999 - 2000
Skills
Agile Methodologies, Web Services, .NET, SDLC, Microsoft SQL Server, C#, Requirements Analysis, SOA, Software Project..., WCF, Enterprise Architecture, ASP.NET, Software Development, XML, XSLT, Application Lifecycle..., SQL Server, CDC, WCF Services, WPF, ASP.NET AJAX, JavaScript, jQuery, Oracle PL/SQL..., Oracle, Data Analysis, Data Warehousing, Data Mining, Data Driven Testing, SSIS, Data Integration, Integration Testing, Crystal Reports, Reporting & Analysis, Business Intelligence, MS Reporting Services, iOS, iOS development, Agile & Waterfall..., Test Driven Development, WinForms, IIS, Photoshop, Xcode, Facebook API, Dundas Chart, T-SQL Stored Procedures, Performance Tuning, Analytics, Web Analytics
Education
Osmania University 1994 — 1998
B.Tech, Chemical Tech, Food Preservation Tech.
JPMorgan Chase October 2013 - Present
Pride Technologies August 2012 - October 2013
PCS Wireless May 2012 - August 2012
Wachovia, A Wells Fargo Company 2008 - 2011
Wachovia Bank/Securities 2005 - 2008
Prudential Securities 1999 - 2004
Education
New York University - Polytechnic School of Engineering 2003 — 2004
Masters, Financial Engineering
Bessemer Trust October 2006 - March 2011
S.W. Bach 2004 - 2006
Lehman Brothers Holdings Inc. 2002 - 2004
Shearson Lehman Brothers 2000 - 2004
Worldco June 2000 - 2001
Sands Brothers August 1996 - June 2000
Prudential Securities 1994 - 1996
Gabelli Asset Management 1993 - 1994
Shearson Lehman Brothers 1991 - 1993
Jewish Association for Services to the Aged 1990 - 1991
Skills
Securities, Hedge Funds, Litigation, Investment Advisory, Finance, Risk Management, Wealth Management, Alternative Investments, Due Diligence, Broker-Dealer, Private Equity
Education
Pace University School of Law 1979 — 1983
JD, Law
Eugene D. Burak (self-employed) 2009 - 2012
Resources Global Professionals 2002 - 2009
Prudential Securities 1995 - 2002
AXA Equitable 1990 - 1992
Merrill Lynch 1976 - 1990
Skills
Accounting, Financial Reporting, Tax, GAAP, Internal Controls, Financial Analysis, SEC filings, CPA, Sarbanes-Oxley Act, Finance, Financial Accounting, General Ledger, Tax Preparation, Auditing, Account Reconciliation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Penn State University
Bachelor of Science (B.S.), Accounting
Employment Enterprises, Inc. 2004 - Present
Prudential Securities June 2000 - December 2002
Prince William Health System April 1992 - May 2000
Education
Northern Virginia Community College 1991 — 1999
General Studies, Business
Wharton School, University of Pennsylvania
GBA, Benefits
Bank of Montreal - BMO Capital Markets January 2010 - Present
U.S. Bank Corp August 2009 - November 2009
US Bank Corp August 2009 - October 2009
Societe Generale April 2006 - November 2008
Societe Generale April 2006 - November 2008
Assent LLC January 2003 - April 2006
HSBC Securities (USA) Inc January 2000 - January 2003
Barclays Capital, Inc January 1997 - January 2000
Prudential Securities 1985 - 1995
Education
Pace University
General Business
Sylvan Learning Centers Of South Florida April 1991 - November 1999
prudntial securities April 1989 - November 1990
prudential securities June 1986 - April 1989
prudential securities November 1984 - June 1986
smith barney April 1976 - November 1984
shearson hayden stone April 1973 - April 1976
shearson hammill February 1970 - April 1973
shearson hammill January 1970 - April 1973
lybrand ross brothers and montgomery June 1965 - January 1969
lybrand ross brothers and montgomery June 1965 - November 1968
Skills
Risk Management, Investments, Portfolio Management, Microsoft Office, Management, Asset Managment, Microsoft Excel, Private Equity, Contract Negotiation, Team Building, Project Management, Financial Modeling, Coaching, Equities, Hedge Funds, Marketing, New Business Development, Business Strategy, Estate Planning, Finance
Education
New York University School of Law 1961 — 1965
lld, law and tax law, cum laude
New York University - Leonard N. Stern School of Business 1956 — 1959
Bachelor of Science (BS), Accounting and Finance, magna cum laude
BNP Paribas July 2005 - Present
Commerzbank AG August 1998 - July 2005
Prudential Securities January 1995 - July 1998
Skills
Project Finance, Syndications, Underwriting, Credit Analysis, Marketing, Project Management, Loan Origination, Loan Documents, Construction Loans, Team Leadership, Team Management, Business Strategy, Investment Banking, Commercial Banking
Education
Pace University - Lubin School of Business 1986 — 1990
BBA, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Jersey City Police Department June 2006 - Present
The Cityline Church November 1991 - Present
Prudential Securities August 1987 - October 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Nyack College
Doctorate in Ministry, Global Leadership
Alliance Theological Seminary
Master of Divinity (M.Div.), Urban Studies/Affairs
Nyack College
Bachelor of Science (B.S.), Organizational Management
Citigroup October 1996 - Present
Prudential Securities July 1994 - October 1996
Skills
Corporate Finance, Portfolio Management, Finance, Derivatives, Accounting
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor, Business Administration; Public Accounting
Retired August 2013 - Present
Guardian Life Insurance 1997 - July 2013
Goldman Sachs 1993 - 1997
Prudential Securities 1989 - 1993
Drexel Burnham Lambert 1986 - 1989
Skills
Fixed Income Analysis, Series 7, Fixed Income, Securities, Investments, Asset Allocation
Education
University of California, Berkeley
MBA, Finance
Polytechnic University
BS - Chem. Eng.
Strong Current, Ltd dba Indi Surf February 2007 - Present
Prudential Securities September 1994 - October 2005
Education
Northeastern University 1986 — 1991
BS, International Finance/History
Opes One Advisors October 2007 - Present
Arogos Financial Group / Mass Mutual January 2000 - September 2007
Ohio National Financial Services January 1994 - December 1999
Prudential Securities June 1992 - January 1994
Skills
Estate Planning, Employee Benefits, Investments, Financial Analysis, LBS-Living Balance..., Life Insurance, Disability Insurance, Retirement Planning, Income Strategies, Strategic Financial..., Financial Planning, Financial Services, Insurance, Retirement, Financial Advisory, Finance, Wealth, Income, Long-term Care, Fixed Annuities, 401k
Education
Texas A&M Commerce 1988 — 1992
BA, Economics/Finance
Paris Junior College 1988 — 1990
Nomura September 2015 - Present
Citigroup January 2004 - August 2015
ADP January 2003 - December 2003
Prudential Securities 2000 - 2002
Skills
Electronic Trading, Trading Systems, FX trading, Java, Market Data, SDLC, Sybase, FX Options, Fixed Income
Education
Pace University 1997 — 2000
BS, CS
Retired and enjoying life 2005 - 2011
Prudential Securities 1989 - 2005
Education
Pace University-New York 1966 — 1970
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, A
Societe Generale July 2009 - Present
Societe Generale 2004 - 2009
Goldman Sachs August 2002 - June 2004
Goldman Sachs April 1999 - August 2002
Goldman Sachs May 1996 - April 1999
Lehman Brothers March 1995 - May 1996
Prudential Securities March 1994 - March 1995
Prudential Securities July 1993 - March 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Wells Fargo Advisors April 2008 - Present
Wachovia Securities Financial Network 2004 - 2008
Prudential Securities 2001 - 2004
Skills
Banking, Financial Analysis, Financial Services, Relationship Management, Team Building
Education
Occidental College 1978 — 1980
BA, Economics
Cantor Fitzgerald September 2015 - Present
Credit Suisse September 2013 - September 2015
Credit Suisse September 2007 - November 2013
BNY Mellon October 2000 - September 2007
Prudential Securities February 1988 - October 1997
EF Hutton & co December 1981 - February 1988
Skills
Domestic/Global..., Equities, Fixed Income, Back Office, Securities, Capital Markets, Securities Lending, Bloomberg, Customer Service, Mortgage Servicing, Investments, Middle Office, CDS, Prime Brokerage, Trading, Settlement, Corporate Actions, Collateral Management, Investment Banking, Equity Derivatives, Swaps, Hedge Funds, Bonds, Options, Trading Systems, Credit Derivatives, FX Options, Financial Markets, Bloomberg Terminal, Electronic Trading, Financial Services, Risk Management, Banking
Education
Pace University-New York 1982 — 1983
none, Business Management
John Adams High School 1977 — 1980
General, Business Administration, Management and Operations
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
Medidata Solutions September 2011 - Present
Proskauer LLP April 2007 - November 2010
prudential securities 1998 - 2001
Skills
Testing, Quality Assurance, Software Quality..., Test Planning, SQL, SQL Server Developer, .NET, SSRS
Education
College of Staten Island
Bachelor's degree, CS
Polytechnic University
Master's degree, CS
ITM 2015 - Present
Jefferies LLC July 2011 - 2014
Prudential Financial 2003 - June 2011
Prudential Securities 1986 - 2003
Skills
Business Analysis, Disaster Recovery, SDLC, Requirements Gathering, Project Management, Process Improvement, Trading Systems, Leadership, Risk Management, Analysis, Options, Management
Education
Excelsior College 2007 — 2010
Master of Business Administration (MBA)
Pace University - Lubin School of Business
BBA
Nypro 2000 - 2004
Softbank Holdings 1998 - 2000
Prudential Securities 1996 - 1998
Arthur Andersen LLP 1994 - 1996
Skills
Program Management, Financial Reporting, Accounting, Finance, Mergers & Acquisitions, Internal Controls
Education
Northeastern University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Duel Concentration in Finance and Accounting
Crystal Cathedral Ministries 2000 - 2010
Longlite,LLC, Portsmouth, New Hampshire 2005 - 2006
Prudential Securities 1997 - 1999
Skills
Stage, Musical Theatre, Dance, Event Management, Music, Entertainment
Education
Northwestern University
Bachelor of Science (B.S.) Communications, Media, Theater and Music
NYC Law Department September 2004 - Present
New York City Law Department December 1998 - September 2004
The Prudential Insurance Company of America February 1996 - November 1998
Prudential Securities February 1994 - November 1995
United States Securities and Exchange Commission September 1985 - November 1987
Skills
Appeals, Legal Writing, Litigation, Legal Research, Civil Litigation, Nonprofits, Corporate Law, Administrative Law, Commercial Litigation, Employment Law, Arbitration, Intellectual Property, Mediation, Legal Assistance, Corporate Governance
Education
New York University School of Law
Doctor of Law (J.D.)
Smith College
A.B., Psychology
World's Greatest Speaker Training
World's Greatest Speaker Training
World's Greatest Speaker Training
World's Greatest Speaker Training
IB Software Corp March 2010 - Present
IB Software Corp 2010 - Present
UBS Wealth Management May 2001 - February 2010
Prudential Securities January 1997 - May 2001
Education
Pace University
Master of Science (MS), Computer Science
Meta Health Technology October 2002 - Present
Bear, Stearns & Company Inc January 1995 - January 2001
Prudential Securities January 1993 - January 1995
Skills
Healthcare Information..., Software Development, Software Installation, Software Packaging, Software Design, Software Project..., Software Quality..., HL7, Interfaces, Customer Support, Help Desk Support, Crystal Reports, InstallShield...
Education
Bombay University
Master of Arts, Economics
New York University
Diploma, Information Systems
JPMorgan Chase May 2013 - Present
Bank of America Merrill Lynch January 2012 - March 2013
Bank of America Merrill Lynch June 2004 - December 2011
Goldman Sachs March 2002 - June 2004
Prudential Securities September 1997 - March 2002
Self Employed April 1997 - August 1997
Arthur Andersen LLP September 1993 - April 1997
Skills
Prime Brokerage, Series 7, Trading, Equities, Financial Services, Derivatives, Alternative Investments, Options, Electronic Trading, Middle Office, Hedge Funds, Relationship Management, Swaps, Investment Banking, Fixed Income, Equity Derivatives, Asset Management, Capital Markets, Securities, Trading Systems, Series 63, Client Services, Bloomberg, Mutual Funds, FX Options, Bonds, Financial Markets, Structured Products, Equity Trading, Securities Lending, FINRA, Credit Derivatives, Series 24, Fund Of Funds, Market Data
Education
Baruch College 2000 — 2001
Master of Business Administration (MBA), Finance and Investments
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Public Accounting