Solomon Smith Barney
Description
Address: 100 Middle St # 1, Portland, ME 04101 Phone: (207) 871-7329: Hours: : : : Category: Place name: : Website: : Website: http://www.morganstanleyfa.com/mark.leighton/story.htm Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Morgan Stanley Smith Barney: Leighton Mark Posting publicly on the Web Write a review Reviews Be the first to review
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Solomon Smith Barney Employees
Employee
Years
Job
Industry
Elijah Singleton Elijah Singleton's Solomon Smith Barney Experience January 1993 - January 1999
Job Operation Mgr II at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 1999 - March 2012
Solomon Smith Barney January 1993 - January 1999
Skills
Third Party Trade..., FED trade processing..., Workforce Management, Workforce Performance, Institutional management, SEI Trust Accounting..., DTC, Data Entry, Data Analysis, Securities Regulation, Physical Security, Investment Banking, Sarbanes-Oxley Act, Customer Service, PeopleSoft, Settlement, Trading, Management, Banking, Equities, Financial Services, Mutual Funds, Vendor Management
Education
Morris Brown College 1976 — 1980
BA; Master Studies, Political Science; Public Administration (Finance)
Morris Brown College, Clark-Atlanta University 1976 — 1980
Bachelor of Arts, Political Science
SunTrust Bank January 1999 - March 2012
Solomon Smith Barney January 1993 - January 1999
Skills
Third Party Trade..., FED trade processing..., Workforce Management, Workforce Performance, Institutional management, SEI Trust Accounting..., DTC, Data Entry, Data Analysis, Securities Regulation, Physical Security, Investment Banking, Sarbanes-Oxley Act, Customer Service, PeopleSoft, Settlement, Trading, Management, Banking, Equities, Financial Services, Mutual Funds, Vendor Management
Education
Morris Brown College 1976 — 1980
BA; Master Studies, Political Science; Public Administration (Finance)
Morris Brown College, Clark-Atlanta University 1976 — 1980
Bachelor of Arts, Political Science
Daniel Palevski Daniel Palevski's Solomon Smith Barney Experience 2000 - 2002
Job Product Manager at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters June 2010 - Present
Thomson Reuters July 2008 - June 2010
Reuters March 2005 - June 2008
Reuters July 2002 - February 2005
Solomon Smith Barney 2000 - 2002
Manhattanville College September 2000 - May 2001
Studio RAI Architects June 1998 - September 2000
Skills
Product Management, Cross-functional Team..., Mergers, Investment Banking, Project Management, Business Analysis, Product Development, Process Improvement, Strategic Planning, Business Development, Financial Analysis, Team Leadership, Program Management, Business Strategy, Agile Methodologies, Mergers & Acquisitions, Requirements Analysis, Data Analysis, Leadership, Integration, Six Sigma, Strategy, Analytics, Vendor Management, Competitive Analysis, Business Intelligence, Management, Analysis, Equities, Software Project..., Reference Data, Financial Markets
Education
Villanova University 2009 — 2011
Executive MBA
Manhattanville College 1999 — 2002
BA, Major - Finance; Minor - English Writing
Tulane University 1998 — 1999
PDS 1996 — 1998
Ossining High School 1994 — 1996
Thomson Reuters June 2010 - Present
Thomson Reuters July 2008 - June 2010
Reuters March 2005 - June 2008
Reuters July 2002 - February 2005
Solomon Smith Barney 2000 - 2002
Manhattanville College September 2000 - May 2001
Studio RAI Architects June 1998 - September 2000
Skills
Product Management, Cross-functional Team..., Mergers, Investment Banking, Project Management, Business Analysis, Product Development, Process Improvement, Strategic Planning, Business Development, Financial Analysis, Team Leadership, Program Management, Business Strategy, Agile Methodologies, Mergers & Acquisitions, Requirements Analysis, Data Analysis, Leadership, Integration, Six Sigma, Strategy, Analytics, Vendor Management, Competitive Analysis, Business Intelligence, Management, Analysis, Equities, Software Project..., Reference Data, Financial Markets
Education
Villanova University 2009 — 2011
Executive MBA
Manhattanville College 1999 — 2002
BA, Major - Finance; Minor - English Writing
Tulane University 1998 — 1999
PDS 1996 — 1998
Ossining High School 1994 — 1996
Krissie Brunell Krissie Brunell's Solomon Smith Barney Experience November 1999 - October 2001
Job Rodan+Fields Independent Consultant
Industry Health, Wellness and Fitness
Experience
Rodan + Fields Dermatologists March 2013 - Present
PJ's Coffee of New Orleans October 2011 - Present
Aflac January 2008 - December 2009
Krissie's Commercial Cleaning October 2001 - April 2008
Solomon Smith Barney November 1999 - October 2001
Skills
Wellness, Social Networking, Direct Sales, Health Education, Customer Service, Employee Benefits, Health, Office Management, Event Planning, Leadership Development, Healthcare, Team Building, Microsoft Excel, Nutrition, Data Entry, Public Speaking, Microsoft Office, Program Development, PowerPoint
Education
Southeastern Louisiana University 2012 — 2014
Master's Degree, Health and Kinesiology
Delgado Community College 2013 — 2014
Associate's Degree, Occupational Therapist Assistant
Southeastern Louisiana University 2006 — 2007
Bachelor's degree, General Studies
Delgado Community College 1989 — 1990
Associate's Degree, American Sign Language
Mount Carmel Academy 1983 — 1987
High School
Rodan + Fields Dermatologists March 2013 - Present
PJ's Coffee of New Orleans October 2011 - Present
Aflac January 2008 - December 2009
Krissie's Commercial Cleaning October 2001 - April 2008
Solomon Smith Barney November 1999 - October 2001
Skills
Wellness, Social Networking, Direct Sales, Health Education, Customer Service, Employee Benefits, Health, Office Management, Event Planning, Leadership Development, Healthcare, Team Building, Microsoft Excel, Nutrition, Data Entry, Public Speaking, Microsoft Office, Program Development, PowerPoint
Education
Southeastern Louisiana University 2012 — 2014
Master's Degree, Health and Kinesiology
Delgado Community College 2013 — 2014
Associate's Degree, Occupational Therapist Assistant
Southeastern Louisiana University 2006 — 2007
Bachelor's degree, General Studies
Delgado Community College 1989 — 1990
Associate's Degree, American Sign Language
Mount Carmel Academy 1983 — 1987
High School
Andrew Munger's Solomon Smith Barney Experience September 2000 - September 2002
Job Market Director Banking at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. July 2013 - September 2015
JP Morgan Chase May 2011 - July 2013
JPMorgan Chase January 2010 - May 2011
JPMorgan Chase July 2009 - January 2010
JPMorgan Chase & Co. January 2008 - July 2009
JPMorgan Chase & Co. September 2005 - January 2008
JPMorgan Chase & Co. January 2005 - September 2005
Target September 2002 - December 2004
Solomon Smith Barney September 2000 - September 2002
Education
Northern Arizona University 1996 — 2000
Bachelor of Science Business Administration, Finance, General
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. July 2013 - September 2015
JP Morgan Chase May 2011 - July 2013
JPMorgan Chase January 2010 - May 2011
JPMorgan Chase July 2009 - January 2010
JPMorgan Chase & Co. January 2008 - July 2009
JPMorgan Chase & Co. September 2005 - January 2008
JPMorgan Chase & Co. January 2005 - September 2005
Target September 2002 - December 2004
Solomon Smith Barney September 2000 - September 2002
Education
Northern Arizona University 1996 — 2000
Bachelor of Science Business Administration, Finance, General
Scott Curtis Scott Curtis's Solomon Smith Barney Experience July 1997 - January 1999
Job Owner at Epic Apps
Industry Computer Software
Experience
Epic Apps January 2013 - Present
Superior Brands June 2004 - January 2013
WineCru March 2008 - January 2011
The Cypress Group May 2002 - June 2004
Broadband Services, Inc. September 2000 - May 2002
ICG Communications December 1999 - September 2000
Solomon Smith Barney July 1997 - January 1999
Skills
Corporate Finance, Marketing, Entrepreneurship, Strategic Planning, Business Strategy, Start-ups, Sales Management, Business Development, Sales, New Business Development, Wine, Business Planning, Marketing Strategy, Wine Tasting, Private Pilot, Strategy, Contract Negotiation, Financial Analysis, Social Media, Event Planning, Negotiation, Customer Service, Inventory Management
Education
University of Colorado at Boulder - Leeds School of Business 1993 — 1996
Bachelors of Science, Finance, Undergraduate degree - Summa Cum Laude
Epic Apps January 2013 - Present
Superior Brands June 2004 - January 2013
WineCru March 2008 - January 2011
The Cypress Group May 2002 - June 2004
Broadband Services, Inc. September 2000 - May 2002
ICG Communications December 1999 - September 2000
Solomon Smith Barney July 1997 - January 1999
Skills
Corporate Finance, Marketing, Entrepreneurship, Strategic Planning, Business Strategy, Start-ups, Sales Management, Business Development, Sales, New Business Development, Wine, Business Planning, Marketing Strategy, Wine Tasting, Private Pilot, Strategy, Contract Negotiation, Financial Analysis, Social Media, Event Planning, Negotiation, Customer Service, Inventory Management
Education
University of Colorado at Boulder - Leeds School of Business 1993 — 1996
Bachelors of Science, Finance, Undergraduate degree - Summa Cum Laude
Saima Morton, MBA Saima Morton, MBA's Solomon Smith Barney Experience 2000 - 2001
Job Sr. Business Analyst at AIG
Industry Financial Services
Experience
AIG June 2014 - Present
IBM May 2013 - June 2014
Bank of America January 2011 - March 2013
Bank of America February 2009 - January 2011
Bank of America May 2007 - February 2009
Bank of America November 2006 - May 2007
Washington Mutual March 2005 - November 2006
Real Time Processing 2003 - 2004
Solomon Smith Barney 2000 - 2001
Skills
Banking, Credit, Financial Analysis, Business Analysis, Risk Management, Process Improvement, Portfolio Management, Project Management, Analytics, Strategic Planning, Data Analysis, Retail Banking, Credit Analysis, Finance, Market Research, Product Development, Sales Process, Market Intelligence, Business Process Design, Process Design, Lead Time Reduction, Reporting & Analysis, Relationship Management, Customer Facing Roles, CRM, Strategy, Program Management, Management, Financial Services
Education
University of Georgia - Terry College of Business 2010 — 2013
MBA
Georgia State University - J. Mack Robinson College of Business 1999 — 2004
BBA, Business Economics
AIG June 2014 - Present
IBM May 2013 - June 2014
Bank of America January 2011 - March 2013
Bank of America February 2009 - January 2011
Bank of America May 2007 - February 2009
Bank of America November 2006 - May 2007
Washington Mutual March 2005 - November 2006
Real Time Processing 2003 - 2004
Solomon Smith Barney 2000 - 2001
Skills
Banking, Credit, Financial Analysis, Business Analysis, Risk Management, Process Improvement, Portfolio Management, Project Management, Analytics, Strategic Planning, Data Analysis, Retail Banking, Credit Analysis, Finance, Market Research, Product Development, Sales Process, Market Intelligence, Business Process Design, Process Design, Lead Time Reduction, Reporting & Analysis, Relationship Management, Customer Facing Roles, CRM, Strategy, Program Management, Management, Financial Services
Education
University of Georgia - Terry College of Business 2010 — 2013
MBA
Georgia State University - J. Mack Robinson College of Business 1999 — 2004
BBA, Business Economics
Denis Alexander Denis Alexander's Solomon Smith Barney Experience 1997 - 1998
Job IT Infrastructure Leader
Industry Financial Services
Experience
Citi September 2010 - June 2015
Citi June 2007 - September 2010
Citi 1998 - 2007
Solomon Smith Barney 1997 - 1998
Travelers 1996 - 1997
Skills
IT Strategy, IT Management, Disaster Recovery, Management, Process Improvement, Risk Management, Program Management, Business Analysis, Enterprise Architecture, Vendor Management, SDLC, Team Leadership, ITIL, Project Management, Operations Management, Process Optimization, Business Efficiency, IT Transformation, Cost Control, People Management, People Development, Inspiring People, Process Management, People-oriented, IT Outsourcing, Organizational..., Business Continuity, Infrastructure, IT Governance, Organizational..., Leadership, Integration, Team Building, IT Service Management
Education
Stevens Institute of Technology 1999 — 2002
Master of Science in Information Systems, Management Information Systems, General
Brookdale Community College 1990 — 1992
Associate of Science (A.S.), Computer Science
Montclair State University
Bachelor of Arts (B.A.), Economics
Citi September 2010 - June 2015
Citi June 2007 - September 2010
Citi 1998 - 2007
Solomon Smith Barney 1997 - 1998
Travelers 1996 - 1997
Skills
IT Strategy, IT Management, Disaster Recovery, Management, Process Improvement, Risk Management, Program Management, Business Analysis, Enterprise Architecture, Vendor Management, SDLC, Team Leadership, ITIL, Project Management, Operations Management, Process Optimization, Business Efficiency, IT Transformation, Cost Control, People Management, People Development, Inspiring People, Process Management, People-oriented, IT Outsourcing, Organizational..., Business Continuity, Infrastructure, IT Governance, Organizational..., Leadership, Integration, Team Building, IT Service Management
Education
Stevens Institute of Technology 1999 — 2002
Master of Science in Information Systems, Management Information Systems, General
Brookdale Community College 1990 — 1992
Associate of Science (A.S.), Computer Science
Montclair State University
Bachelor of Arts (B.A.), Economics
Vera Kharlip Vera Kharlip's Solomon Smith Barney Experience 1997 - 1998
Job Business Analyst at OppenheimerFunds
Industry Information Technology and Services
Experience
OppenheimerFunds September 2014 - Present
Morgan Stanley June 2010 - July 2014
Citi 1998 - 2010
Solomon Smith Barney 1997 - 1998
Skills
Business Analysis, Software Project..., Data Warehousing, Software Development, SQL, SDLC, Requirements Analysis, DB2, Visio, Integration, Mainframe, Asset Management, Portfolio Management..., Risk Management, Quality Center, Microsoft Office, Project Management..., JIRA, Cognos, Microsoft SQL Server, Financial Services, Microsoft Excel, Financial Reporting, MS Office, Wealth Management..., Information Security, PowerBuilder, Business Requirements, Data Analysis, Planview
Education
Bryant & Stratton College - Buffalo 1993 — 1994
Associate's Degree, Accounting and Computer Science
On line learning, Skills Soft
Belaruski Dzjaržauny Ekanamièny Universitet
Bachelor's Degree, Economics
OppenheimerFunds September 2014 - Present
Morgan Stanley June 2010 - July 2014
Citi 1998 - 2010
Solomon Smith Barney 1997 - 1998
Skills
Business Analysis, Software Project..., Data Warehousing, Software Development, SQL, SDLC, Requirements Analysis, DB2, Visio, Integration, Mainframe, Asset Management, Portfolio Management..., Risk Management, Quality Center, Microsoft Office, Project Management..., JIRA, Cognos, Microsoft SQL Server, Financial Services, Microsoft Excel, Financial Reporting, MS Office, Wealth Management..., Information Security, PowerBuilder, Business Requirements, Data Analysis, Planview
Education
Bryant & Stratton College - Buffalo 1993 — 1994
Associate's Degree, Accounting and Computer Science
On line learning, Skills Soft
Belaruski Dzjaržauny Ekanamièny Universitet
Bachelor's Degree, Economics
Douglas Seibert Douglas Seibert's Solomon Smith Barney Experience May 1998 - August 1998
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Ford Models, Innovative Artists, Self Employed January 2002 - Present
A.G. Edwards & Sons, Inc. June 2000 - July 2002
MORGAN STANLEY DEAN WITTER September 1999 - May 2000
O'BRIEN NOVELTY FOODS July 1998 - October 1998
SOLOMON SMITH BARNEY May 1998 - August 1998
Education
UNIVERSITY AT ALBANY, STATE UNIVERSITY OF NEW YORK
Bachelor of Science, Major: Finance, Minor: Economics
University at Albany
Bachelor of Science, Finance Major, Economics Minor
Ford Models, Innovative Artists, Self Employed January 2002 - Present
A.G. Edwards & Sons, Inc. June 2000 - July 2002
MORGAN STANLEY DEAN WITTER September 1999 - May 2000
O'BRIEN NOVELTY FOODS July 1998 - October 1998
SOLOMON SMITH BARNEY May 1998 - August 1998
Education
UNIVERSITY AT ALBANY, STATE UNIVERSITY OF NEW YORK
Bachelor of Science, Major: Finance, Minor: Economics
University at Albany
Bachelor of Science, Finance Major, Economics Minor
Jay Brahin Jay Brahin's Solomon Smith Barney Experience February 2000 - July 2005
Job Managing Director/Sr. VP at Karmin Capital
Industry Financial Services
Experience
Horwitz Advisors September 2015 - Present
Solomon Smith Barney February 2000 - July 2005
Cowen & Company April 1995 - January 2000
Skills
Banking, Strategic Planning, Investments, Investment Advisory, Strategic Financial..., Portfolio Management, Investment Portfolio, Portfolio Assessment, Risk Management, Securities, Investment Banking
Education
University of Pittsburgh 1972 — 1976
Bachelor of Arts (BA), Speech, Economics
Horwitz Advisors September 2015 - Present
Solomon Smith Barney February 2000 - July 2005
Cowen & Company April 1995 - January 2000
Skills
Banking, Strategic Planning, Investments, Investment Advisory, Strategic Financial..., Portfolio Management, Investment Portfolio, Portfolio Assessment, Risk Management, Securities, Investment Banking
Education
University of Pittsburgh 1972 — 1976
Bachelor of Arts (BA), Speech, Economics
Randolph Hawkins Randolph Hawkins's Solomon Smith Barney Experience June 1998 - June 2000
Job Loan IQ Technical Analyst at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation October 2010 - Present
Wachovia, A Wells Fargo Company September 2009 - October 2010
Metlife Bank May 2009 - September 2009
Societe Generale March 2007 - October 2008
Credit Suisse July 2006 - March 2007
TD Waterhouse Investor Services May 2003 - July 2006
TD Waterhouse 2000 - 2003
Solomon Smith Barney June 1998 - June 2000
Skills
Loans, Banking, Back Office, Credit Risk, SWIFT payments, Derivatives, Business Analysis, Business Requirements, SDLC, Financial Services, Requirements Gathering, User Acceptance Testing, Requirements Analysis, Process Improvement, Business Intelligence, Project Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor's degree, Economics
Sumitomo Mitsui Banking Corporation October 2010 - Present
Wachovia, A Wells Fargo Company September 2009 - October 2010
Metlife Bank May 2009 - September 2009
Societe Generale March 2007 - October 2008
Credit Suisse July 2006 - March 2007
TD Waterhouse Investor Services May 2003 - July 2006
TD Waterhouse 2000 - 2003
Solomon Smith Barney June 1998 - June 2000
Skills
Loans, Banking, Back Office, Credit Risk, SWIFT payments, Derivatives, Business Analysis, Business Requirements, SDLC, Financial Services, Requirements Gathering, User Acceptance Testing, Requirements Analysis, Process Improvement, Business Intelligence, Project Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor's degree, Economics
Brian Wilhelm Brian Wilhelm's Solomon Smith Barney Experience May 2001 - January 2003
Job Manager of Projects Group at Deep Down Inc.
Industry Oil & Energy
Experience
Deep Down Inc. May 2014 - Present
Insurance & Investment Business January 2003 - May 2014
272nd Engineering & Installation Squadron, U.S. Air Force May 1982 - July 2013
Solomon Smith Barney May 2001 - January 2003
McDonough Marine Service January 1994 - May 2001
United Space Alliance 1986 - 1994
Skills
Project Management, Project Planning, Contract Negotiation, Business Development, Process Improvement, Modeling, Leadership, Engineering, New Business Development, Operations Management, Supply Chain Management, Marketing Strategy, Account Management, Petroleum, Energy, Oil & Gas, Project Engineering, Offshore Drilling, Contract Management, Procurement, Management, Gas, Legal Liability, Professional Liability, Employee Training, Department Management, Purchase Orders, Purchase Contracts, Business Strategy, Inventory Management, Leadership Development, Quality Assurance, Quality Management, Team Building, Underwriting
Education
Southwestern Baptist Theological Seminary 2008 — 2013
Master's Degree, Christian Education
University of Houston - Clear Lake 1988 — 1991
Bachelor of Business Administration (BBA), Marketing
Community College of the Air Force 1983 — 1985
Associate of Arts and Sciences (AAS), Electronic Systems Technology
Deep Down Inc. May 2014 - Present
Insurance & Investment Business January 2003 - May 2014
272nd Engineering & Installation Squadron, U.S. Air Force May 1982 - July 2013
Solomon Smith Barney May 2001 - January 2003
McDonough Marine Service January 1994 - May 2001
United Space Alliance 1986 - 1994
Skills
Project Management, Project Planning, Contract Negotiation, Business Development, Process Improvement, Modeling, Leadership, Engineering, New Business Development, Operations Management, Supply Chain Management, Marketing Strategy, Account Management, Petroleum, Energy, Oil & Gas, Project Engineering, Offshore Drilling, Contract Management, Procurement, Management, Gas, Legal Liability, Professional Liability, Employee Training, Department Management, Purchase Orders, Purchase Contracts, Business Strategy, Inventory Management, Leadership Development, Quality Assurance, Quality Management, Team Building, Underwriting
Education
Southwestern Baptist Theological Seminary 2008 — 2013
Master's Degree, Christian Education
University of Houston - Clear Lake 1988 — 1991
Bachelor of Business Administration (BBA), Marketing
Community College of the Air Force 1983 — 1985
Associate of Arts and Sciences (AAS), Electronic Systems Technology
Cathy Russo's Solomon Smith Barney Experience October 1999 - September 2000
Job Corporate Real Estate Professional
Industry Real Estate
Experience
ABS Partners Real Estate September 2013 - Present
ELK Investors September 2012 - August 2013
Citi 2000 - 2009
Solomon Smith Barney October 1999 - September 2000
Skills
Asset Management, Due Diligence, Investment Properties, Real Estate Development, Facilities Management, Real Estate Transactions, Corporate Real Estate, Contract Negotiation, Corporate Law, Disposition
Education
Pace University 1997 — 1999
ABS Partners Real Estate September 2013 - Present
ELK Investors September 2012 - August 2013
Citi 2000 - 2009
Solomon Smith Barney October 1999 - September 2000
Skills
Asset Management, Due Diligence, Investment Properties, Real Estate Development, Facilities Management, Real Estate Transactions, Corporate Real Estate, Contract Negotiation, Corporate Law, Disposition
Education
Pace University 1997 — 1999
Paul Grotas Paul Grotas's Solomon Smith Barney Experience June 2001 - August 2001
Job Principal Attorney at Paul B. Grotas, Esq
Industry Law Practice
Experience
Paul B. Grotas, Esq May 2012 - Present
Hofstra University School of Law Mediation Clinic September 2007 - December 2007
Tomao & Marangas June 2007 - August 2007
Walter Belling & Associates June 2006 - November 2006
Professor Leon Friedman June 2006 - August 2006
Honorable Howard Ruditzky, Kings County Supreme Court ― Brooklyn, NY June 2005 - August 2005
Solomon Smith Barney June 2001 - August 2001
Skills
Motions, White Collar Criminal..., Trials, Torts, Estate Planning, Litigation, Commercial Litigation, Mediation, Hearings, Arbitration, Corporate Law, Naturalization, Immigration Law, Research, Dispute Resolution, Immigration Issues, Employment Law, Lexis, Civil Litigation, Courts, Citizenship, Appellate Practice, Personal Injury..., Pleadings, Legal Research, Corporate Governance, Depositions, Legal Compliance, Product Liability, Medical Malpractice, Bankruptcy, Legal Advice, Family Law, Legal Issues, Criminal Law, Westlaw, Administrative Law, Intellectual Property, Litigation Support, Appeals, International Law, Legal Assistance, Criminal Defense, Trial Practice, Licensing, Wills, Civil Rights, Alternative Dispute..., Legal Writing, Personal Injury
Education
Maurice A. Deane School of Law at Hofstra University 2004 — 2007
Juris Doctor, Legal Studies
University of Pennsylvania 2000 — 2004
Bachelor of Arts, Diplomatic History
Paul B. Grotas, Esq May 2012 - Present
Hofstra University School of Law Mediation Clinic September 2007 - December 2007
Tomao & Marangas June 2007 - August 2007
Walter Belling & Associates June 2006 - November 2006
Professor Leon Friedman June 2006 - August 2006
Honorable Howard Ruditzky, Kings County Supreme Court ― Brooklyn, NY June 2005 - August 2005
Solomon Smith Barney June 2001 - August 2001
Skills
Motions, White Collar Criminal..., Trials, Torts, Estate Planning, Litigation, Commercial Litigation, Mediation, Hearings, Arbitration, Corporate Law, Naturalization, Immigration Law, Research, Dispute Resolution, Immigration Issues, Employment Law, Lexis, Civil Litigation, Courts, Citizenship, Appellate Practice, Personal Injury..., Pleadings, Legal Research, Corporate Governance, Depositions, Legal Compliance, Product Liability, Medical Malpractice, Bankruptcy, Legal Advice, Family Law, Legal Issues, Criminal Law, Westlaw, Administrative Law, Intellectual Property, Litigation Support, Appeals, International Law, Legal Assistance, Criminal Defense, Trial Practice, Licensing, Wills, Civil Rights, Alternative Dispute..., Legal Writing, Personal Injury
Education
Maurice A. Deane School of Law at Hofstra University 2004 — 2007
Juris Doctor, Legal Studies
University of Pennsylvania 2000 — 2004
Bachelor of Arts, Diplomatic History
Peter Smyrak Peter Smyrak's Solomon Smith Barney Experience June 1999 - August 1999
Job Investor Relations Consultant
Industry Capital Markets
Experience
NMN Advisors, Inc. 2011 - Present
Pacific Crest Securities 2005 - 2010
Adams Harkness 2004 - 2005
Solomon Smith Barney June 1999 - August 1999
Skills
Valuation, Private Equity, Corporate Finance, Investment Banking, Growth Capital, IPO, Securities, Financial Services
Education
University of San Diego
BA, Business Administration (Finance & Real Estate Concentration)
NMN Advisors, Inc. 2011 - Present
Pacific Crest Securities 2005 - 2010
Adams Harkness 2004 - 2005
Solomon Smith Barney June 1999 - August 1999
Skills
Valuation, Private Equity, Corporate Finance, Investment Banking, Growth Capital, IPO, Securities, Financial Services
Education
University of San Diego
BA, Business Administration (Finance & Real Estate Concentration)
Elizabeth Hofstetter Elizabeth Hofstetter's Solomon Smith Barney Experience 1999 - 2003
Job Real Estate Professional at West USA Realty
Industry Real Estate
Experience
West USA Realty July 1998 - Present
Solomon Smith Barney 1999 - 2003
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Short Sales, Buyer Representation, Single Family Homes, Relocation, Foreclosures, Residential Homes, Sales, Contract Negotiation, Luxury, Negotiation, Listings, New Home Sales, Buyers
Education
University of Arizona 1987 — 1991
Deer Valley High School, Glendale, AZ 1983 — 1987
West USA Realty July 1998 - Present
Solomon Smith Barney 1999 - 2003
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Short Sales, Buyer Representation, Single Family Homes, Relocation, Foreclosures, Residential Homes, Sales, Contract Negotiation, Luxury, Negotiation, Listings, New Home Sales, Buyers
Education
University of Arizona 1987 — 1991
Deer Valley High School, Glendale, AZ 1983 — 1987
Lisa B. Puntillo Lisa B. Puntillo's Solomon Smith Barney Experience December 2000 - June 2008
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2008 - Present
Solomon Smith Barney December 2000 - June 2008
Sanford C. Bernstein January 1995 - December 2000
Skills
Private Equity, Due Diligence, Equities, Finance, Corporate Finance, Financial Services, IPO, Commercial Real Estate, Bloomberg, Financial Analysis, Investments, Investment Management, Investment Strategies, Leadership
Education
New York University
Master of Business Administration (MBA), Finance, General
Carnegie Mellon University
Bachelor of Fine Arts (BFA)
UBS Financial Services Inc. June 2008 - Present
Solomon Smith Barney December 2000 - June 2008
Sanford C. Bernstein January 1995 - December 2000
Skills
Private Equity, Due Diligence, Equities, Finance, Corporate Finance, Financial Services, IPO, Commercial Real Estate, Bloomberg, Financial Analysis, Investments, Investment Management, Investment Strategies, Leadership
Education
New York University
Master of Business Administration (MBA), Finance, General
Carnegie Mellon University
Bachelor of Fine Arts (BFA)
Brian Penzel's Solomon Smith Barney Experience 2000 - 2001
Job Corporate Relationship Manager at Graystone Consulting Morgan Stanley Smith Barney
Industry Financial Services
Experience
Graystone Consulting Morgan Stanley December 2001 - Present
eProsper, Inc. January 2001 - November 2001
Solomon Smith Barney 2000 - 2001
AST StockPlan April 1998 - January 2000
Merrill Lynch June 1996 - 1998
US Army 1996 - 1997
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM, Finance
Graystone Consulting Morgan Stanley December 2001 - Present
eProsper, Inc. January 2001 - November 2001
Solomon Smith Barney 2000 - 2001
AST StockPlan April 1998 - January 2000
Merrill Lynch June 1996 - 1998
US Army 1996 - 1997
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM, Finance
Nicolette Piaubert's Solomon Smith Barney Experience July 2000 - August 2000
Job "Becoming" at Potterton House Author Services
Industry Hospital & Health Care
Experience
New East Side Nursing Home August 2013 - Present
New York City Department of Health and Mental Hygiene January 2013 - Present
Potterton House Author Services January 2013 - Present
St. Mary Medical Center January 2012 - Present
Private Duty Nurse July 2011 - Present
Self emplyed May 2011 - Present
Atlantic Union College 2007 - 2008
New York Times Digital June 2001 - August 2001
Solomon Smith Barney July 2000 - August 2000
Skills
Creative Writer, Teaching Experience, Computer Literate, Healthcare, Wound Care, Teacher Training, Nursing, Cpr Certified, Hospitals, Community Outreach, Public Speaking, Teaching
Education
Pace University 2013 — 2017
Master's Degree, Family Nurse Practitioner
Atlantic Union College 2007 — 2010
RN Degree, Nursing
University at Albany 2001 — 2005
BA, English
New East Side Nursing Home August 2013 - Present
New York City Department of Health and Mental Hygiene January 2013 - Present
Potterton House Author Services January 2013 - Present
St. Mary Medical Center January 2012 - Present
Private Duty Nurse July 2011 - Present
Self emplyed May 2011 - Present
Atlantic Union College 2007 - 2008
New York Times Digital June 2001 - August 2001
Solomon Smith Barney July 2000 - August 2000
Skills
Creative Writer, Teaching Experience, Computer Literate, Healthcare, Wound Care, Teacher Training, Nursing, Cpr Certified, Hospitals, Community Outreach, Public Speaking, Teaching
Education
Pace University 2013 — 2017
Master's Degree, Family Nurse Practitioner
Atlantic Union College 2007 — 2010
RN Degree, Nursing
University at Albany 2001 — 2005
BA, English
Sydney Hilzenrath's Solomon Smith Barney Experience 1997 - 2000
Job Board Solutions Consultant at Hay Group, Inc.
Industry Real Estate
Experience
Hay Group, Inc. October 2011 - Present
FTI The Schonbraun McCann Group March 2005 - May 2011
UBS April 2000 - May 2003
Solomon Smith Barney 1997 - 2000
Skills
Financial Modeling, Financial Reporting, Mergers & Acquisitions, Strategy, Analysis, Corporate Governance, Tax, Human Resources, Real Estate, Performance Management, Executive Pay, Valuation, Due Diligence, Deferred Compensation, Strategic Planning, Acquisitions, Management Consulting, Incentive Programs, Private Equity, Financial Analysis, Restructuring
Education
University of Pennsylvania 1990 — 1994
BA, Psychology, Spanish
Germantown Friends School
High School
Hay Group, Inc. October 2011 - Present
FTI The Schonbraun McCann Group March 2005 - May 2011
UBS April 2000 - May 2003
Solomon Smith Barney 1997 - 2000
Skills
Financial Modeling, Financial Reporting, Mergers & Acquisitions, Strategy, Analysis, Corporate Governance, Tax, Human Resources, Real Estate, Performance Management, Executive Pay, Valuation, Due Diligence, Deferred Compensation, Strategic Planning, Acquisitions, Management Consulting, Incentive Programs, Private Equity, Financial Analysis, Restructuring
Education
University of Pennsylvania 1990 — 1994
BA, Psychology, Spanish
Germantown Friends School
High School
Amy Henderson's Solomon Smith Barney Experience 2000 - 2001
Job Chief Innovation Officer at #YesWeCode, Dream Corps
Industry Program Development
Experience
#YesWeCode, Dream Corps September 2013 - Present
Indepedent Media Production April 2006 - May 2013
Ashoka's Youth Venture August 2009 - May 2011
Grameen Shakti March 2008 - November 2008
Solomon Smith Barney 2000 - 2001
Peace Corps 1999 - 2000
Skills
Social Entrepreneurship, Fundraising, Non-profits, Corporate Social..., Social Media, Public Speaking, Entrepreneurship, Social Networking, Event Planning, Event Management, Blogging, Community Outreach, Writing, Speech Writing, Media Relations, Nonprofits, Strategic Planning, Leadership
Education
Woodhull Institute 2004 — 2004
Storytelling
USF 2003 — 2004
MFA Candidate, Creative Writing (Non-Fiction Focus), 4.0
UC Davis 1994 — 1998
Bachelor of Science (B.S.), Psychobiology, 3.5
#YesWeCode, Dream Corps September 2013 - Present
Indepedent Media Production April 2006 - May 2013
Ashoka's Youth Venture August 2009 - May 2011
Grameen Shakti March 2008 - November 2008
Solomon Smith Barney 2000 - 2001
Peace Corps 1999 - 2000
Skills
Social Entrepreneurship, Fundraising, Non-profits, Corporate Social..., Social Media, Public Speaking, Entrepreneurship, Social Networking, Event Planning, Event Management, Blogging, Community Outreach, Writing, Speech Writing, Media Relations, Nonprofits, Strategic Planning, Leadership
Education
Woodhull Institute 2004 — 2004
Storytelling
USF 2003 — 2004
MFA Candidate, Creative Writing (Non-Fiction Focus), 4.0
UC Davis 1994 — 1998
Bachelor of Science (B.S.), Psychobiology, 3.5
Pedro Alejos Pedro Alejos's Solomon Smith Barney Experience August 1995 - December 1996
Job IT Project Manager / Application Manager / BusinessTechnical Analyst
Industry Financial Services
Experience
Citi January 2011 - Present
Citi January 2000 - December 2010
Citi January 1997 - December 1999
Solomon Smith Barney August 1995 - December 1996
Orbit Systems February 1994 - July 1995
Skills
Project Managers, Application Support..., Application Lifecycle..., Application Portfolio..., Experienced Business..., Team Building, Programmers, CICS, DB2, JCL, Microsoft Excel, Microsoft Word, Microsoft Power Point, Disaster Recovery, TSO, Financial Services, SDLC, Portfolio Management, Fixed Income, Derivatives, Vendor Management, Risk Management, Banking, Business Analysis, Equities, Requirements Analysis, Technical Analysis
Education
The Chubb Institute 1993 — 1994
Diploma - Certificate, Computer Programming
Universidad Nacional Mayor de San Marcos 1972 — 1979
Bachelor of Science (B.S.), Chemical Engineering
Citi January 2011 - Present
Citi January 2000 - December 2010
Citi January 1997 - December 1999
Solomon Smith Barney August 1995 - December 1996
Orbit Systems February 1994 - July 1995
Skills
Project Managers, Application Support..., Application Lifecycle..., Application Portfolio..., Experienced Business..., Team Building, Programmers, CICS, DB2, JCL, Microsoft Excel, Microsoft Word, Microsoft Power Point, Disaster Recovery, TSO, Financial Services, SDLC, Portfolio Management, Fixed Income, Derivatives, Vendor Management, Risk Management, Banking, Business Analysis, Equities, Requirements Analysis, Technical Analysis
Education
The Chubb Institute 1993 — 1994
Diploma - Certificate, Computer Programming
Universidad Nacional Mayor de San Marcos 1972 — 1979
Bachelor of Science (B.S.), Chemical Engineering
Courtney Erickson Courtney Erickson's Solomon Smith Barney Experience February 2005 - May 2005
Job Associate Marketing Manager at Rich Products Corporation
Industry Food & Beverages
Experience
Rich Products Corporation April 2010 - Present
T E Connors, Inc March 2000 - Present
The Travel Team, Inc. June 2007 - April 2010
Global Holdings June 2002 - June 2007
Solomon Smith Barney February 2005 - May 2005
Star Magazine October 2004 - January 2005
Donna Karan Company February 2004 - May 2004
Ralph Lauren Childrenswear October 2003 - January 2004
Skills
Marketing, Marketing Strategy, Customer Service, Budgets, Strategic Planning, Product Development, SAP, Market Research, Marketing Communications, Social Media, Public Relations, Event Planning, Event Management, Social Media Marketing, Competitive Analysis, Account Management
Education
Saint Bonaventure University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Fordham University 2003 — 2006
of Business Administration, Bachelors of Science, Business Administration; Marketing
Rich Products Corporation April 2010 - Present
T E Connors, Inc March 2000 - Present
The Travel Team, Inc. June 2007 - April 2010
Global Holdings June 2002 - June 2007
Solomon Smith Barney February 2005 - May 2005
Star Magazine October 2004 - January 2005
Donna Karan Company February 2004 - May 2004
Ralph Lauren Childrenswear October 2003 - January 2004
Skills
Marketing, Marketing Strategy, Customer Service, Budgets, Strategic Planning, Product Development, SAP, Market Research, Marketing Communications, Social Media, Public Relations, Event Planning, Event Management, Social Media Marketing, Competitive Analysis, Account Management
Education
Saint Bonaventure University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Fordham University 2003 — 2006
of Business Administration, Bachelors of Science, Business Administration; Marketing
Stefne Lynch Stefne Lynch's Solomon Smith Barney Experience October 2000 - December 2002
Job
Industry Insurance
Experience
MassMutual Financial Group December 2013 - Present
MassMutual Financial Group October 2011 - December 2013
MassMutual Financial Group, US Insurance Group March 2010 - October 2011
MassMutual Financial Group, US Insurance Group January 2008 - March 2010
MassMutual Financial Group February 2006 - January 2008
MassMutual Financial Group December 2003 - January 2006
Fleet Capital Corporation December 2002 - December 2003
Solomon Smith Barney October 2000 - December 2002
Prudential Securities November 1999 - October 2000
Skills
Retirement, Mutual Funds, Strategic Financial..., Series 63, Fixed Annuities, Resource Management, Estate Planning, Financial Advisory, Portfolio Management, Equities, Variable Annuities, Relationship Management, Program Management, Retirement Planning, Finance, Management, 401k, Sales, Insurance, Business Planning, Series 7
Education
Smith College 1994 — 1998
Bachelor of Arts (BA)
The Academy of St Joseph 1990 — 1994
MassMutual Financial Group December 2013 - Present
MassMutual Financial Group October 2011 - December 2013
MassMutual Financial Group, US Insurance Group March 2010 - October 2011
MassMutual Financial Group, US Insurance Group January 2008 - March 2010
MassMutual Financial Group February 2006 - January 2008
MassMutual Financial Group December 2003 - January 2006
Fleet Capital Corporation December 2002 - December 2003
Solomon Smith Barney October 2000 - December 2002
Prudential Securities November 1999 - October 2000
Skills
Retirement, Mutual Funds, Strategic Financial..., Series 63, Fixed Annuities, Resource Management, Estate Planning, Financial Advisory, Portfolio Management, Equities, Variable Annuities, Relationship Management, Program Management, Retirement Planning, Finance, Management, 401k, Sales, Insurance, Business Planning, Series 7
Education
Smith College 1994 — 1998
Bachelor of Arts (BA)
The Academy of St Joseph 1990 — 1994
Susan Li Susan Li's Solomon Smith Barney Experience May 2005 - May 2006
Job Research Director
Industry Market Research
Experience
Lieberman Research Worldwide July 2011 - Present
Guess? Inc. August 2009 - February 2011
The Boeing Company June 2008 - August 2009
The Boeing Company June 2006 - June 2008
Solomon Smith Barney May 2005 - May 2006
Skills
Market Research, Product Development, Strategic Planning, Cross-functional Team..., Project Management, Digital Marketing, Competitive Analysis, Data Analysis, Market Analysis, Strategy, Analytics, Marketing Research, Segmentation, Marketing Strategy, Customer Insight, CRM, Analysis, Consumer Behaviour
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA, Business, Strategic Marketing Management & Analytics
University of California, Irvine 2002 — 2006
BA, Cognitive Science, Economics, Management Minor
Lieberman Research Worldwide July 2011 - Present
Guess? Inc. August 2009 - February 2011
The Boeing Company June 2008 - August 2009
The Boeing Company June 2006 - June 2008
Solomon Smith Barney May 2005 - May 2006
Skills
Market Research, Product Development, Strategic Planning, Cross-functional Team..., Project Management, Digital Marketing, Competitive Analysis, Data Analysis, Market Analysis, Strategy, Analytics, Marketing Research, Segmentation, Marketing Strategy, Customer Insight, CRM, Analysis, Consumer Behaviour
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA, Business, Strategic Marketing Management & Analytics
University of California, Irvine 2002 — 2006
BA, Cognitive Science, Economics, Management Minor
Natasha Cormier Natasha Cormier's Solomon Smith Barney Experience April 2000 - September 2000
Job Business Owner
Industry Retail
Experience
ONLINE BUSINESS MERCHANT January 2002 - Present
SOLOMON SMITH BARNEY April 2000 - September 2000
U.S. TRUSTEES OFFICE May 1999 - September 1999
MASSACHUSETTS November 1997 - June 1998
Education
Boston University 2012 — 2012
Legal Assistant/Paralegal
Assumption College 1999 — 2001
Master of Business Administration (MBA), Business
Pepperdine University School of Law 1998 — 1999
Assumption College
Bachelor of Arts, Politics and Child Psychology
ONLINE BUSINESS MERCHANT January 2002 - Present
SOLOMON SMITH BARNEY April 2000 - September 2000
U.S. TRUSTEES OFFICE May 1999 - September 1999
MASSACHUSETTS November 1997 - June 1998
Education
Boston University 2012 — 2012
Legal Assistant/Paralegal
Assumption College 1999 — 2001
Master of Business Administration (MBA), Business
Pepperdine University School of Law 1998 — 1999
Assumption College
Bachelor of Arts, Politics and Child Psychology
Kathleen O'Leary Garbarino Kathleen O'Leary Garbarino's Solomon Smith Barney Experience June 1978 - September 1981
Job 2011 Past President Staten Island Board of Realtors
Industry Real Estate
Experience
Staten Island Board of Realtors January 2011 - Present
Weichert Realtors Appleseed Group December 1998 - Present
TABS - Travel Agents of Brooklyn and Staten Island January 1995 - Present
Bay Parkway Travel 1975 - Present
New York Association of Realtors 1990 - 2010
Appleseed Realty GMAC 2000 - 2009
Solomon/ Smith Barney June 1978 - September 1981
Skills
Selling dreams for over..., Relocation, Accredited Buyer Rep, Listing Homes, Multiple Listing Service, Residential Homes, First Time Home Buyers, Senior Real Estate, Selling, Dreams, Townhomes, Short Sales, Buyers, Investors, Luxury, National Association of..., SFR, Move Up Buyers, HUD, Referrals, Real Estate Development, CBR, New Homes, Seniors, Single Family Homes, Sellers, Real Estate, New Home Sales, Commercial Real Estate, Vacation Homes, Property Management, Home Staging, Buyer Representation, Real Property, Comparative Market..., Leases, Waterfront, Real Estate Transactions, ABR, Income Properties, e-PRO, REO, Council of Residential..., Investment Properties, Condos, 1031 Exchanges, Rentals, Property, Foreclosures, Resellers
Education
City University of New York-College of Staten Island
Staten Island Board of Realtors January 2011 - Present
Weichert Realtors Appleseed Group December 1998 - Present
TABS - Travel Agents of Brooklyn and Staten Island January 1995 - Present
Bay Parkway Travel 1975 - Present
New York Association of Realtors 1990 - 2010
Appleseed Realty GMAC 2000 - 2009
Solomon/ Smith Barney June 1978 - September 1981
Skills
Selling dreams for over..., Relocation, Accredited Buyer Rep, Listing Homes, Multiple Listing Service, Residential Homes, First Time Home Buyers, Senior Real Estate, Selling, Dreams, Townhomes, Short Sales, Buyers, Investors, Luxury, National Association of..., SFR, Move Up Buyers, HUD, Referrals, Real Estate Development, CBR, New Homes, Seniors, Single Family Homes, Sellers, Real Estate, New Home Sales, Commercial Real Estate, Vacation Homes, Property Management, Home Staging, Buyer Representation, Real Property, Comparative Market..., Leases, Waterfront, Real Estate Transactions, ABR, Income Properties, e-PRO, REO, Council of Residential..., Investment Properties, Condos, 1031 Exchanges, Rentals, Property, Foreclosures, Resellers
Education
City University of New York-College of Staten Island
Brad Hallock Brad Hallock's Solomon Smith Barney Experience May 1999 - May 2000
Job Financial Advisor
Industry Financial Services
Experience
McAlpin Foster Advisors May 2013 - Present
MetLife June 2010 - May 2013
Advisors Asset Management September 2008 - March 2010
Aurora Loan Services a Lehman Brothers Company June 2007 - May 2008
T. Rowe Price 2001 - 2006
Alta VIsta Charter School October 2000 - May 2001
Solomon Smith Barney May 1999 - May 2000
Solomon Smith Barney October 1997 - May 1999
Education
University of Colorado Colorado Springs 2002 — 2007
Masters, Business Administration, Finance
Colorado State University 1997 — 1999
Bachelor of Science, Business, Finance
The American College 2013 — 2014
Certified Financial Planner
McAlpin Foster Advisors May 2013 - Present
MetLife June 2010 - May 2013
Advisors Asset Management September 2008 - March 2010
Aurora Loan Services a Lehman Brothers Company June 2007 - May 2008
T. Rowe Price 2001 - 2006
Alta VIsta Charter School October 2000 - May 2001
Solomon Smith Barney May 1999 - May 2000
Solomon Smith Barney October 1997 - May 1999
Education
University of Colorado Colorado Springs 2002 — 2007
Masters, Business Administration, Finance
Colorado State University 1997 — 1999
Bachelor of Science, Business, Finance
The American College 2013 — 2014
Certified Financial Planner
Maria Mullaly Maria Mullaly's Solomon Smith Barney Experience August 1995 - September 1998
Job Financial Services Professional
Industry Financial Services
Experience
NYLife Securities 1998 - 2001
Solomon Smith Barney August 1995 - September 1998
Skills
Banking, Financial Services, Risk Management, Finance, Financial Analysis, Loans, Securities, Mutual Funds, Insurance, Portfolio Management, Financial Risk, Asset Management, Customer Service
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NYLife Securities 1998 - 2001
Solomon Smith Barney August 1995 - September 1998
Skills
Banking, Financial Services, Risk Management, Finance, Financial Analysis, Loans, Securities, Mutual Funds, Insurance, Portfolio Management, Financial Risk, Asset Management, Customer Service
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Desiree Dancy's Solomon Smith Barney Experience 1997 - 1998
Job Senior Director of Diversity and Inclusion at TIAACREF
Industry Human Resources
Experience
TIAA-CREF February 2014 - Present
The New York Times Company October 2006 - September 2013
Credit Suisse 2002 - 2006
Goldman Sachs 1999 - 2002
SG Cowen Securities Corporation 1998 - 1999
Solomon Smith Barney 1997 - 1998
JP Morgan 1994 - 1997
Skills
Employee Engagement, Talent Management, Employee Relations, Talent Acquisition, Succession Planning, Human Resources, Onboarding, Performance Management, Internal Communications, Employee Benefits, Recruiting, Organizational..., Leadership Development, PeopleSoft, Personnel Management, HRIS, Deferred Compensation, College Recruiting, Interviews, Leadership
Education
The New School
Master of Science (MS), Human Resources Management & Development
TIAA-CREF February 2014 - Present
The New York Times Company October 2006 - September 2013
Credit Suisse 2002 - 2006
Goldman Sachs 1999 - 2002
SG Cowen Securities Corporation 1998 - 1999
Solomon Smith Barney 1997 - 1998
JP Morgan 1994 - 1997
Skills
Employee Engagement, Talent Management, Employee Relations, Talent Acquisition, Succession Planning, Human Resources, Onboarding, Performance Management, Internal Communications, Employee Benefits, Recruiting, Organizational..., Leadership Development, PeopleSoft, Personnel Management, HRIS, Deferred Compensation, College Recruiting, Interviews, Leadership
Education
The New School
Master of Science (MS), Human Resources Management & Development
Tisha Ehrenberger Tisha Ehrenberger's Solomon Smith Barney Experience 1996 - 1997
Job Manager, Operations & Private Funds
Industry Financial Services
Experience
Litman Gregory Asset Management January 2001 - Present
Wells Fargo Bank 1997 - 2000
Solomon Smith Barney 1996 - 1997
John F. Kennedy University 1994 - 1997
Education
UC Berkeley 1990 — 1994
BS, Social Welfare
Litman Gregory Asset Management January 2001 - Present
Wells Fargo Bank 1997 - 2000
Solomon Smith Barney 1996 - 1997
John F. Kennedy University 1994 - 1997
Education
UC Berkeley 1990 — 1994
BS, Social Welfare
Bill Radtke, CEP Bill Radtke, CEP's Solomon Smith Barney Experience 1998 - 2000
Job
Industry Financial Services
Experience
UBS Financial Services May 2002 - Present
UBS May 2002 - Present
Stock & Option Solutions February 2001 - May 2002
Solomon Smith Barney 1998 - 2000
Skills
Management, Leadership, Mergers & Acquisitions, Financial Services, Wealth Management, Financial Analysis, Vendor Management, Securities, Process Improvement
Education
Santa Clara University 1993 — 1997
BS, Political Science
Jesuit High School 1989 — 1993
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
UBS Financial Services May 2002 - Present
UBS May 2002 - Present
Stock & Option Solutions February 2001 - May 2002
Solomon Smith Barney 1998 - 2000
Skills
Management, Leadership, Mergers & Acquisitions, Financial Services, Wealth Management, Financial Analysis, Vendor Management, Securities, Process Improvement
Education
Santa Clara University 1993 — 1997
BS, Political Science
Jesuit High School 1989 — 1993
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Lauren Gnazzo Lauren Gnazzo's Solomon Smith Barney Experience May 2005 - August 2005
Job Public Relations & Communications
Industry Public Relations and Communications
Experience
The Patton Group September 2007 - Present
Solomon Smith Barney May 2005 - August 2005
MTV News and Documentaries May 2004 - August 2004
Skills
Advertising, Social Media, Market Planning, Brand Development, Integrated Marketing, Luxury Goods, Brand Architecture, Fashion, Public Speaking, Marketing, Brand Awareness, Press Releases, Social Media Marketing, B2B, Media Relations, Public Relations, Social Networking, Marketing Strategy
Education
University of Miami 2004 — 2006
International Finance and Marketing
University of Miami - School of Business 2004 — 2006
American University
The Patton Group September 2007 - Present
Solomon Smith Barney May 2005 - August 2005
MTV News and Documentaries May 2004 - August 2004
Skills
Advertising, Social Media, Market Planning, Brand Development, Integrated Marketing, Luxury Goods, Brand Architecture, Fashion, Public Speaking, Marketing, Brand Awareness, Press Releases, Social Media Marketing, B2B, Media Relations, Public Relations, Social Networking, Marketing Strategy
Education
University of Miami 2004 — 2006
International Finance and Marketing
University of Miami - School of Business 2004 — 2006
American University
Hemant Bendre, PMP Hemant Bendre, PMP's Solomon Smith Barney Experience October 1997 - February 1999
Job
Industry Financial Services
Experience
Kingsboro Community College 2012 - 2014
Cargomatrix May 2012 - August 2012
PSEG May 2011 - March 2012
Bank of America Merrill Lynch December 2010 - March 2011
UBS Financial Services June 2006 - 2010
UBS Financial Services April 2004 - May 2006
UBS Financial Services March 1999 - March 2004
Solomon Smith Barney October 1997 - February 1999
United Parcel Service June 1993 - September 1997
Pencom Systems October 1989 - May 1993
Skills
Microsoft SQL Server, Project Management, Applications..., Management, SDLC, Vendor Management, Program Management, Business Analysis, Business Intelligence, Visio, IT Management, MS Project, IT Strategy, Requirements Analysis, Risk Management, Process Improvement, Software Development, PMO
Education
College of Engineering Pune
Bachelor of Engineering (BE), Electrical and Electronics Engineering
New York Institute of Technology-Old Westbury
MS, Computer Science
Kingsboro Community College 2012 - 2014
Cargomatrix May 2012 - August 2012
PSEG May 2011 - March 2012
Bank of America Merrill Lynch December 2010 - March 2011
UBS Financial Services June 2006 - 2010
UBS Financial Services April 2004 - May 2006
UBS Financial Services March 1999 - March 2004
Solomon Smith Barney October 1997 - February 1999
United Parcel Service June 1993 - September 1997
Pencom Systems October 1989 - May 1993
Skills
Microsoft SQL Server, Project Management, Applications..., Management, SDLC, Vendor Management, Program Management, Business Analysis, Business Intelligence, Visio, IT Management, MS Project, IT Strategy, Requirements Analysis, Risk Management, Process Improvement, Software Development, PMO
Education
College of Engineering Pune
Bachelor of Engineering (BE), Electrical and Electronics Engineering
New York Institute of Technology-Old Westbury
MS, Computer Science
Aaron Bleiweiss Aaron Bleiweiss's Solomon Smith Barney Experience January 2000 - February 2001
Job Director of Customer Success at Handshake Corp.
Industry Computer Software
Experience
Handshake Corp. January 2013 - Present
InfoSonics October 2012 - February 2014
Envirosax July 2010 - October 2012
Envirosax July 2007 - January 2010
Self Employed 2001 - 2009
The Eastridge Group September 2007 - September 2008
New Century Soul Records 2003 - 2006
Solomon Smith Barney January 2000 - February 2001
Skills
Marketing, Sales, Marketing Strategy, Account Management, Customer Service, Sales Management, Management, Leadership, Budgets, Strategic Planning, Strategy, Negotiation, Microsoft Excel, Retail, New Business Development, Forecasting, Email Marketing, Team Building, Salesforce.com, Social Media Marketing, Customer Success, Technical Support, Troubleshooting, Customer Support, Customer Engagement, Client Services, SaaS, Wholesale Operations, Integration, Cross-functional Team..., Customer Retention, Customer Satisfaction, Customer Experience, Event Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, International Business
Musicians Institute 2003 — 2005
Associate of Arts (AA), Guitar Performance
University of San Diego 1997 — 2001
BBA, Business
Handshake Corp. January 2013 - Present
InfoSonics October 2012 - February 2014
Envirosax July 2010 - October 2012
Envirosax July 2007 - January 2010
Self Employed 2001 - 2009
The Eastridge Group September 2007 - September 2008
New Century Soul Records 2003 - 2006
Solomon Smith Barney January 2000 - February 2001
Skills
Marketing, Sales, Marketing Strategy, Account Management, Customer Service, Sales Management, Management, Leadership, Budgets, Strategic Planning, Strategy, Negotiation, Microsoft Excel, Retail, New Business Development, Forecasting, Email Marketing, Team Building, Salesforce.com, Social Media Marketing, Customer Success, Technical Support, Troubleshooting, Customer Support, Customer Engagement, Client Services, SaaS, Wholesale Operations, Integration, Cross-functional Team..., Customer Retention, Customer Satisfaction, Customer Experience, Event Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, International Business
Musicians Institute 2003 — 2005
Associate of Arts (AA), Guitar Performance
University of San Diego 1997 — 2001
BBA, Business
Nicole Belt's Solomon Smith Barney Experience August 2000 - November 2001
Job Program Coordinator Education Coordinator
Industry
Experience
Big Future Academics August 2015 - Present
Young Living Essential Oils August 2015 - Present
Solomon Smith Barney August 2000 - November 2001
Skills
Microsoft Office, Customer Service, Microsoft Word, Research, PowerPoint, Social Media, Microsoft Excel
Education
Robert Morris University - Illinois 2000 — 2002
Business Administration and Management, General
Big Future Academics August 2015 - Present
Young Living Essential Oils August 2015 - Present
Solomon Smith Barney August 2000 - November 2001
Skills
Microsoft Office, Customer Service, Microsoft Word, Research, PowerPoint, Social Media, Microsoft Excel
Education
Robert Morris University - Illinois 2000 — 2002
Business Administration and Management, General
Jennifer Maruca Jennifer Maruca's Solomon Smith Barney Experience December 1998 - March 2000
Job Director of Advisory Development and Integrated Planning at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2012 - Present
Morgan Stanley Wealth Management July 2009 - December 2012
Morgan Stanley Wealth Management July 2008 - July 2009
Smith Barney 2005 - 2008
Smith Barney February 2000 - May 2005
Solomon Smith Barney December 1998 - March 2000
Merrill Lynch May 1994 - December 1998
Skills
Series 7, Change Management, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, Bloomberg, Capital Markets, ETFs, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Income, Hedge Funds, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 63, Strategic Financial..., High Net Worth..., Wealth Management..., Series 65, Business Development
Education
Shippensburg University of Pennsylvania 1990 — 1994
B.S.B.A, Economics, Finance
Morgan Stanley Wealth Management December 2012 - Present
Morgan Stanley Wealth Management July 2009 - December 2012
Morgan Stanley Wealth Management July 2008 - July 2009
Smith Barney 2005 - 2008
Smith Barney February 2000 - May 2005
Solomon Smith Barney December 1998 - March 2000
Merrill Lynch May 1994 - December 1998
Skills
Series 7, Change Management, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, Bloomberg, Capital Markets, ETFs, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Income, Hedge Funds, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 63, Strategic Financial..., High Net Worth..., Wealth Management..., Series 65, Business Development
Education
Shippensburg University of Pennsylvania 1990 — 1994
B.S.B.A, Economics, Finance
Tara Wilbanks's Solomon Smith Barney Experience January 1999 - October 2000
Job Kindergarten Teacher at Texas
Industry Primary/Secondary Education
Experience
Comal Independent School District September 2015 - Present
Texas August 2006 - October 2014
Solomon Smith Barney January 1999 - October 2000
Sunpoint Securities Brokerage August 1997 - January 1999
Longview Regional Hospital August 1995 - February 1997
Skills
Kindergarten teacher..., Teaching Reading, Teaching Writing, Teaching Early Childhood, Teaching Math, Teaching Science, Teaching Social Studies, Language Teaching, Organization Skills, Clerical Skills, Computer Proficiency, Online Publishing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Publisher, Document Cameras, Mimio, iPad Development, Classroom Management, Classroom Instruction, Classroom Assessment, Classroom organization, Creative Lesson..., Relationship-builder..., Interpersonal..., Teamwork, Guided Reading, Guided Math, Teaching, Classroom, Curriculum Design, Curriculum Development, Early Childhood..., Lesson Planning, Staff Development, Public Speaking, Educational Technology, Literacy, Teacher Training, Differentiated..., Elementary Education, Research, Tutoring, Educational Leadership, Community Outreach, Child Development, K-12, Instructional Design
Education
University of Texas at Tyler 2003 — 2006
Bachelor of Science (BS), Multi-/Interdisciplinary Studies, General, EC-4
Kilgore College 2001 — 2003
Basic Courses, Basic Course Work
Hallsville High School 1989 — 1993
High School/Secondary Diplomas and Certificates
Comal Independent School District September 2015 - Present
Texas August 2006 - October 2014
Solomon Smith Barney January 1999 - October 2000
Sunpoint Securities Brokerage August 1997 - January 1999
Longview Regional Hospital August 1995 - February 1997
Skills
Kindergarten teacher..., Teaching Reading, Teaching Writing, Teaching Early Childhood, Teaching Math, Teaching Science, Teaching Social Studies, Language Teaching, Organization Skills, Clerical Skills, Computer Proficiency, Online Publishing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Publisher, Document Cameras, Mimio, iPad Development, Classroom Management, Classroom Instruction, Classroom Assessment, Classroom organization, Creative Lesson..., Relationship-builder..., Interpersonal..., Teamwork, Guided Reading, Guided Math, Teaching, Classroom, Curriculum Design, Curriculum Development, Early Childhood..., Lesson Planning, Staff Development, Public Speaking, Educational Technology, Literacy, Teacher Training, Differentiated..., Elementary Education, Research, Tutoring, Educational Leadership, Community Outreach, Child Development, K-12, Instructional Design
Education
University of Texas at Tyler 2003 — 2006
Bachelor of Science (BS), Multi-/Interdisciplinary Studies, General, EC-4
Kilgore College 2001 — 2003
Basic Courses, Basic Course Work
Hallsville High School 1989 — 1993
High School/Secondary Diplomas and Certificates
Salvatore Dipietro Salvatore Dipietro's Solomon Smith Barney Experience July 1997 - July 1998
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2012 - Present
Morgan Stanley April 2007 - March 2012
SAC Capital July 2002 - December 2006
Merrill Lynch March 2000 - July 2002
Credit Suisse July 1998 - March 2000
Solomon Smith Barney July 1997 - July 1998
Skills
Capital Markets, Equities, Equity Research, Hedge Funds, Investment Banking, Bloomberg
Education
Columbia College, Columbia University 1993 — 1997
Bachelor of Arts (B.A.), American History (United States)
Columbia University in the City of New York 1993 — 1997
Bachelor's degree, History
Xavier High School 1989 — 1993
Deutsche Bank May 2012 - Present
Morgan Stanley April 2007 - March 2012
SAC Capital July 2002 - December 2006
Merrill Lynch March 2000 - July 2002
Credit Suisse July 1998 - March 2000
Solomon Smith Barney July 1997 - July 1998
Skills
Capital Markets, Equities, Equity Research, Hedge Funds, Investment Banking, Bloomberg
Education
Columbia College, Columbia University 1993 — 1997
Bachelor of Arts (B.A.), American History (United States)
Columbia University in the City of New York 1993 — 1997
Bachelor's degree, History
Xavier High School 1989 — 1993
George Lucker's Solomon Smith Barney Experience March 2001 - August 2006
Job Oil & Energy Professional
Industry Oil & Energy
Experience
Diverse Energy 2010 - 2014
Wells Fargo Investment Advisors March 2006 - April 2010
Solomon Smith Barney March 2001 - August 2006
Merrill Lynch September 1999 - March 2001
SII Investments August 1995 - August 1999
Education
University of Idaho 1987 — 1993
Bachelor of Science (B.S.) X 2, Political Science and Government / History, passing :)
Diverse Energy 2010 - 2014
Wells Fargo Investment Advisors March 2006 - April 2010
Solomon Smith Barney March 2001 - August 2006
Merrill Lynch September 1999 - March 2001
SII Investments August 1995 - August 1999
Education
University of Idaho 1987 — 1993
Bachelor of Science (B.S.) X 2, Political Science and Government / History, passing :)
Lisa Rochelle Hackman Freda Lisa Rochelle Hackman Freda's Solomon Smith Barney Experience April 1999 - April 2000
Job Owner at Sweet Grace, Cake Designs
Industry Events Services
Experience
Sweet Grace, Cake Designs January 2010 - Present
Lehman Brothers April 2000 - April 2009
Solomon Smith Barney April 1999 - April 2000
American Stock Exchange April 1994 - April 1999
Klingenstein, Fields & Co., L.L.C. May 1989 - April 1994
Emanuel and Company May 1987 - May 1989
Skills
Financial Analysis, Banking, Financial Modeling, Business Analysis, Portfolio Management, Finance, Investments, Risk Management, Credit, Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Valuation, Derivatives, Investment Banking, Capital Markets, Equities, Financial Services, Financial Reporting, Accounting, Cake Decorating, Wedding Cakes, Birthday Cakes, Fashion Design, Entrepreneurship
Education
Fordham University 1991 — 1994
Master’s Degree, Finance
AIMR 1991 — 1993
Chartered Financial Analyst, CFA
Fashion Institute of Technology 1986 — 1987
Associate of Arts (AA), Advertising and Communications
State University of New York College at Oneonta 1983 — 1987
Bachelor's degree, Business/Managerial Economics
Sweet Grace, Cake Designs January 2010 - Present
Lehman Brothers April 2000 - April 2009
Solomon Smith Barney April 1999 - April 2000
American Stock Exchange April 1994 - April 1999
Klingenstein, Fields & Co., L.L.C. May 1989 - April 1994
Emanuel and Company May 1987 - May 1989
Skills
Financial Analysis, Banking, Financial Modeling, Business Analysis, Portfolio Management, Finance, Investments, Risk Management, Credit, Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Valuation, Derivatives, Investment Banking, Capital Markets, Equities, Financial Services, Financial Reporting, Accounting, Cake Decorating, Wedding Cakes, Birthday Cakes, Fashion Design, Entrepreneurship
Education
Fordham University 1991 — 1994
Master’s Degree, Finance
AIMR 1991 — 1993
Chartered Financial Analyst, CFA
Fashion Institute of Technology 1986 — 1987
Associate of Arts (AA), Advertising and Communications
State University of New York College at Oneonta 1983 — 1987
Bachelor's degree, Business/Managerial Economics
Eric Bonde's Solomon Smith Barney Experience January 2000 - April 2005
Job Project Manager at Sansone, LLC.
Industry Consumer Services
Experience
Sansone Air Conditioning April 2005 - Present
Solomon Smith Barney January 2000 - April 2005
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Strategic Planning, Sales, Leadership, Microsoft Word, Public Speaking, Team Building, Project Management, Business Analytics, Financial Analysis, Marketing Strategy, Adobe Creative Suite
Education
Florida Atlantic University - College of Business 2005 — 2011
Bachelor's Degree, Finance, General
Sansone Air Conditioning April 2005 - Present
Solomon Smith Barney January 2000 - April 2005
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Strategic Planning, Sales, Leadership, Microsoft Word, Public Speaking, Team Building, Project Management, Business Analytics, Financial Analysis, Marketing Strategy, Adobe Creative Suite
Education
Florida Atlantic University - College of Business 2005 — 2011
Bachelor's Degree, Finance, General
Gaby Cucu Gaby Cucu's Solomon Smith Barney Experience January 2007 - June 2007
Job Senior Manager of Operations at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross November 2008 - Present
American Red Cross November 2008 - Present
Bear Stearns January 2008 - February 2008
Citi July 2007 - January 2008
Citigroup June 2007 - October 2007
Solomon Smith Barney January 2007 - June 2007
DHL July 2005 - January 2007
Exit Realty September 2004 - May 2005
Paine Webber October 2000 - June 2001
Education
Baruch College 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Baruch College, Zicklin School of Business
Bachelor of Business Administration, Finance and Investments
American Red Cross November 2008 - Present
American Red Cross November 2008 - Present
Bear Stearns January 2008 - February 2008
Citi July 2007 - January 2008
Citigroup June 2007 - October 2007
Solomon Smith Barney January 2007 - June 2007
DHL July 2005 - January 2007
Exit Realty September 2004 - May 2005
Paine Webber October 2000 - June 2001
Education
Baruch College 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Baruch College, Zicklin School of Business
Bachelor of Business Administration, Finance and Investments
Amir Esfahani Amir Esfahani's Solomon Smith Barney Experience May 2003 - August 2003
Job Vice President at Esfahani Contracting Corporation
Industry Real Estate
Experience
Esfahani Contracting Corporation January 2011 - Present
ZEN Mobile Solutions January 2010 - Present
Marshall International Holdings June 2004 - Present
Esfahani Estates May 2004 - Present
Ashai Tower JVS, Ltd. July 2008 - January 2011
Solomon Smith Barney May 2003 - August 2003
Skills
Residential Homes, Luxury, Management, Marketing Strategy, Entrepreneurship, Social Media Marketing, Marketing, New Business Development, Online Advertising, Online Marketing, Business Strategy, Real Estate, Sales Management, Sales, Negotiation, Digital Marketing, Brand Development
Education
University of Arizona, Eller College of Management 2001 — 2004
BS, Business Management and Marketing
Palos Verdes Peninsula High
Esfahani Contracting Corporation January 2011 - Present
ZEN Mobile Solutions January 2010 - Present
Marshall International Holdings June 2004 - Present
Esfahani Estates May 2004 - Present
Ashai Tower JVS, Ltd. July 2008 - January 2011
Solomon Smith Barney May 2003 - August 2003
Skills
Residential Homes, Luxury, Management, Marketing Strategy, Entrepreneurship, Social Media Marketing, Marketing, New Business Development, Online Advertising, Online Marketing, Business Strategy, Real Estate, Sales Management, Sales, Negotiation, Digital Marketing, Brand Development
Education
University of Arizona, Eller College of Management 2001 — 2004
BS, Business Management and Marketing
Palos Verdes Peninsula High
Kelly Gruber Kelly Gruber's Solomon Smith Barney Experience January 1995 - July 1998
Job Office Manager & HR Administrator at Linkage, Inc.
Industry Professional Training & Coaching
Experience
Linkage, Inc. February 1999 - Present
Solomon Smith Barney January 1995 - July 1998
Skills
Organizational..., Human Resources, Team Building, Management, Strategic Planning, Organizational..., Leadership Development, Training, Career Development, Management Consulting
Education
University of Maine
Bachelor of Arts (B.A.), French Studies
Linkage, Inc. February 1999 - Present
Solomon Smith Barney January 1995 - July 1998
Skills
Organizational..., Human Resources, Team Building, Management, Strategic Planning, Organizational..., Leadership Development, Training, Career Development, Management Consulting
Education
University of Maine
Bachelor of Arts (B.A.), French Studies
Andrew Worth Andrew Worth's Solomon Smith Barney Experience 1998 - 1999
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade 2002 - 2014
Lincoln Financial Advisors 1999 - 2002
Solomon Smith Barney 1998 - 1999
Freeman Welwood & Co 1993 - 1998
Prudential Bache Securities 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Pacific Stock Exchange - Pacific Clearing 1985 - 1986
Skills
Investments, Mutual Funds, Finance, Trading, Securities, Asset Allocation
Education
Gonzaga University 1990 — 1993
Bachelor of Business Administration (BBA), Finance
Scottrade 2002 - 2014
Lincoln Financial Advisors 1999 - 2002
Solomon Smith Barney 1998 - 1999
Freeman Welwood & Co 1993 - 1998
Prudential Bache Securities 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Pacific Stock Exchange - Pacific Clearing 1985 - 1986
Skills
Investments, Mutual Funds, Finance, Trading, Securities, Asset Allocation
Education
Gonzaga University 1990 — 1993
Bachelor of Business Administration (BBA), Finance
Shahla Davies's Solomon Smith Barney Experience 1994 - 1994
Job Vice President Business Development FinTech at GTiPay, Pennsylvania Licensed Real Estate Professional
Industry Financial Services
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors September 2014 - Present
GTiPay September 2009 - May 2015
Silicon Valley Bank May 2006 - July 2008
World Savings Bank August 2005 - May 2006
Wells Fargo October 2000 - June 2005
Citi Group July 1994 - August 1998
Solomon Smith Barney 1994 - 1994
Skills
Product Management, Business Analysis, Business Development, E-commerce, Relationship Management, Financial Services, Analytics, Start-ups, Product Marketing, Business Strategy, Product Development, Risk Management, Management Consulting, Process Improvement, Vendor Management, Mobile Payments, Management, Marketing, Market Research, Project Planning, Training, Strategy, SDLC, Consulting, Sales, Project Management, Program Management
Education
Stanford Continuing Studies 2001 — 2002
N/A, Tools for Strategic Management; Consumer Internet Marketing
The College of William and Mary - The Mason School of Business 1998 — 2000
MBA, eBusiness Product Strategy, Product Management, Business Development
University of Pittsburgh 1990 — 1994
BA, English, Political Science, Econ
Denmark International Studies (University of Copenhagen) 1993 — 1993
Semester Abroad, International Business, Economics, Political Science
Berkshire Hathaway HomeServices Fox & Roach, Realtors September 2014 - Present
GTiPay September 2009 - May 2015
Silicon Valley Bank May 2006 - July 2008
World Savings Bank August 2005 - May 2006
Wells Fargo October 2000 - June 2005
Citi Group July 1994 - August 1998
Solomon Smith Barney 1994 - 1994
Skills
Product Management, Business Analysis, Business Development, E-commerce, Relationship Management, Financial Services, Analytics, Start-ups, Product Marketing, Business Strategy, Product Development, Risk Management, Management Consulting, Process Improvement, Vendor Management, Mobile Payments, Management, Marketing, Market Research, Project Planning, Training, Strategy, SDLC, Consulting, Sales, Project Management, Program Management
Education
Stanford Continuing Studies 2001 — 2002
N/A, Tools for Strategic Management; Consumer Internet Marketing
The College of William and Mary - The Mason School of Business 1998 — 2000
MBA, eBusiness Product Strategy, Product Management, Business Development
University of Pittsburgh 1990 — 1994
BA, English, Political Science, Econ
Denmark International Studies (University of Copenhagen) 1993 — 1993
Semester Abroad, International Business, Economics, Political Science
Abraham Ezekiel's Solomon Smith Barney Experience 1996 - 1997
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas 2008 - Present
Primrose School of Old Bridge December 2013 - Present
Koko Salons Realty, LLC. d/b/a Salons by JC January 2014 - Present
Bank of America Securities June 2001 - September 2008
Goldman Sachs 1998 - June 2001
Solomon Smith Barney 1996 - 1997
Goldman Sachs 1994 - 1997
Skills
Swaps, Fixed Income, Derivatives, Equity Derivatives, Capital Markets, Investment Banking, Trading Systems, Structured Products, Prime Brokerage, Credit Derivatives, Equities, Hedge Funds, FX Options, Electronic Trading, Middle Office, Options
Education
New York University 1992 — 1994
University of Pune 1988 — 1992
BE, Computer Engg
BNP Paribas 2008 - Present
Primrose School of Old Bridge December 2013 - Present
Koko Salons Realty, LLC. d/b/a Salons by JC January 2014 - Present
Bank of America Securities June 2001 - September 2008
Goldman Sachs 1998 - June 2001
Solomon Smith Barney 1996 - 1997
Goldman Sachs 1994 - 1997
Skills
Swaps, Fixed Income, Derivatives, Equity Derivatives, Capital Markets, Investment Banking, Trading Systems, Structured Products, Prime Brokerage, Credit Derivatives, Equities, Hedge Funds, FX Options, Electronic Trading, Middle Office, Options
Education
New York University 1992 — 1994
University of Pune 1988 — 1992
BE, Computer Engg
Joseph E. Dade's Solomon Smith Barney Experience March 1998 - November 1998
Job Expert Production Support Senior SYBASE Database Administrator / Replication Server Administrator
Industry Higher Education
Experience
CUNY Borough of Manhattan Community College March 2008 - Present
i-Deal LLC March 1999 - October 2005
Investment Management Services December 1998 - February 1999
Solomon Smith Barney March 1998 - November 1998
The Consortium August 1997 - March 1998
Renaissance Software, Inc. March 1997 - August 1997
CHASE Manhattan Bank June 1984 - November 1996
Education
City University of New York-Brooklyn College 1973 — 1975
none, Biology / Chemistry
CUNY Borough of Manhattan Community College March 2008 - Present
i-Deal LLC March 1999 - October 2005
Investment Management Services December 1998 - February 1999
Solomon Smith Barney March 1998 - November 1998
The Consortium August 1997 - March 1998
Renaissance Software, Inc. March 1997 - August 1997
CHASE Manhattan Bank June 1984 - November 1996
Education
City University of New York-Brooklyn College 1973 — 1975
none, Biology / Chemistry
Tom Furey's Solomon Smith Barney Experience May 1997 - April 1999
Job Owner, Onsite Computer Systems
Industry Information Technology and Services
Experience
Onsite Computer Systems November 2000 - Present
Atofina June 2000 - November 2000
Solomon Smith Barney May 1997 - April 1999
Skills
Microsoft Office, New Business Development, Strategic Planning, Customer Service, Team Building, Marketing Strategy, Sales Management, Microsoft Excel, Management, Start-ups, Photoshop, SQL
Education
Saint Joseph's University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Onsite Computer Systems November 2000 - Present
Atofina June 2000 - November 2000
Solomon Smith Barney May 1997 - April 1999
Skills
Microsoft Office, New Business Development, Strategic Planning, Customer Service, Team Building, Marketing Strategy, Sales Management, Microsoft Excel, Management, Start-ups, Photoshop, SQL
Education
Saint Joseph's University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Christie Gard's Solomon Smith Barney Experience June 1997 - July 1997
Job Los Angeles Administrative Assistant at Corgan
Industry Architecture & Planning
Experience
Corgan January 2015 - Present
Corgan April 2011 - December 2014
Business Council for the Arts** May 2006 - September 2010
Business Council for the Arts May 2006 - July 2007
Frontiers of Flight Museum 2004 - 2006
Lake Emma Enterprises August 2003 - May 2004
Citizens Bank via Randstad North America September 2002 - May 2003
Solomon Smith Barney June 1997 - July 1997
Skills
Non-profits, Event Planning, Microsoft Office, Photoshop, InDesign, Research, Social Media, Event Management, Microsoft Excel, Editing, PowerPoint, Fundraising, Nonprofits, Customer Service, Time Management, Marketing, Leadership, Public Relations, Management
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Graduate Marketing Certificate, Marketing
Hampshire College 1999 — 2002
Bachelor of Arts, Interdisciplinary Studies with a focus in Photography and Cultural Studies
University of Westminster 2000 — 2001
Semester Abroad Program, Photography
Mount Holyoke College 1997 — 1999
Candidate for Bachelor of Arts, Psychology
Corgan January 2015 - Present
Corgan April 2011 - December 2014
Business Council for the Arts** May 2006 - September 2010
Business Council for the Arts May 2006 - July 2007
Frontiers of Flight Museum 2004 - 2006
Lake Emma Enterprises August 2003 - May 2004
Citizens Bank via Randstad North America September 2002 - May 2003
Solomon Smith Barney June 1997 - July 1997
Skills
Non-profits, Event Planning, Microsoft Office, Photoshop, InDesign, Research, Social Media, Event Management, Microsoft Excel, Editing, PowerPoint, Fundraising, Nonprofits, Customer Service, Time Management, Marketing, Leadership, Public Relations, Management
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Graduate Marketing Certificate, Marketing
Hampshire College 1999 — 2002
Bachelor of Arts, Interdisciplinary Studies with a focus in Photography and Cultural Studies
University of Westminster 2000 — 2001
Semester Abroad Program, Photography
Mount Holyoke College 1997 — 1999
Candidate for Bachelor of Arts, Psychology
Dave Stando's Solomon Smith Barney Experience May 2002 - September 2002
Job Senior Business Analyst at Masco Corporation
Industry Building Materials
Experience
Masco Corporation June 2013 - Present
GE December 2011 - June 2013
General Electric March 2011 - December 2011
NSK October 2008 - March 2011
Centex Homes February 2008 - September 2008
Centex Homes March 2007 - March 2008
Centex Homes June 2006 - March 2007
Centex Homes March 2004 - March 2007
Olivier & Olivier PC, Attorneys at Law May 2003 - September 2003
Solomon Smith Barney May 2002 - September 2002
Skills
Budgets, Purchasing, Consolidation, Financial Statements, Financial Reporting, Process Improvement, Project Management, Account Reconciliation, Variance Analysis, Hyperion Enterprise, Financial Analysis, General Ledger, Business Process..., Hyperion HFM, Forecasting, Analysis, Leadership, GAAP, Managerial Finance, Internal Audit, Finance, Internal Controls
Education
Wayne State University 2007 — 2011
MBA
Michigan State University 1999 — 2003
Bachelor's, Finance
Masco Corporation June 2013 - Present
GE December 2011 - June 2013
General Electric March 2011 - December 2011
NSK October 2008 - March 2011
Centex Homes February 2008 - September 2008
Centex Homes March 2007 - March 2008
Centex Homes June 2006 - March 2007
Centex Homes March 2004 - March 2007
Olivier & Olivier PC, Attorneys at Law May 2003 - September 2003
Solomon Smith Barney May 2002 - September 2002
Skills
Budgets, Purchasing, Consolidation, Financial Statements, Financial Reporting, Process Improvement, Project Management, Account Reconciliation, Variance Analysis, Hyperion Enterprise, Financial Analysis, General Ledger, Business Process..., Hyperion HFM, Forecasting, Analysis, Leadership, GAAP, Managerial Finance, Internal Audit, Finance, Internal Controls
Education
Wayne State University 2007 — 2011
MBA
Michigan State University 1999 — 2003
Bachelor's, Finance
Amy Lang's Solomon Smith Barney Experience 1996 - 1999
Job Managing Director at Natixis
Industry Banking
Experience
Natixis March 1999 - Present
Solomon Smith Barney 1996 - 1999
Education
Duke University 1991 — 1995
Bachelor of Science (BS), Mathematics
The London School of Economics and Political Science (LSE)
Natixis March 1999 - Present
Solomon Smith Barney 1996 - 1999
Education
Duke University 1991 — 1995
Bachelor of Science (BS), Mathematics
The London School of Economics and Political Science (LSE)
Sean K. Allen's Solomon Smith Barney Experience 1995 - 1997
Job Complex Manager, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities 2007 - 2009
Wachovia Securities 2007 - 2007
Wachovia Securities 2005 - 2007
Wachovia Securities 1999 - 2005
Gelt Financial 1998 - 1999
Solomon Smith Barney 1995 - 1997
Skills
New Business Development, Relationship Management, Training & Development, Practice Management, Recruiting, Overall Market...
Education
Villanova University 2009 — 2011
Masters of Business Administration
Penn State University 1995 — 1998
BS in Economics, Banking
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities 2007 - 2009
Wachovia Securities 2007 - 2007
Wachovia Securities 2005 - 2007
Wachovia Securities 1999 - 2005
Gelt Financial 1998 - 1999
Solomon Smith Barney 1995 - 1997
Skills
New Business Development, Relationship Management, Training & Development, Practice Management, Recruiting, Overall Market...
Education
Villanova University 2009 — 2011
Masters of Business Administration
Penn State University 1995 — 1998
BS in Economics, Banking
Maurice Foulkes's Solomon Smith Barney Experience 2002 - 2002
Job Representative at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha January 2015 - Present
Allstate September 2012 - August 2014
Self Employed as independant sales consultant June 2008 - November 2012
Bank of America 2007 - 2008
Solomon Smith Barney 2002 - 2002
Solomon Smith Barney 2002 - 2002
Solomon Smith Barney 2002 - 2002
Skills
Sales, Marketing, Customer Service, Insurance, Life Insurance, Microsoft Office, Microsoft Excel, Sales Management, Teamwork, Health Insurance, Term Life Insurance, Customer Retention, Cold Calling, PowerPoint, Direct Sales, Underwriting, Disability Insurance, Fixed Annuities, Microsoft Word, Property, General Insurance, Commercial Insurance, Negotiation, Outlook, Casualty, Claim, Financial Analysis, Umbrella Insurance, Liability, Customer Satisfaction
Education
George Mason University 2003 — 2005
Bachelor's Degree, Economics
Valencia College 2001 — 2003
Associate's Degree, General Studies
Mutual of Omaha January 2015 - Present
Allstate September 2012 - August 2014
Self Employed as independant sales consultant June 2008 - November 2012
Bank of America 2007 - 2008
Solomon Smith Barney 2002 - 2002
Solomon Smith Barney 2002 - 2002
Solomon Smith Barney 2002 - 2002
Skills
Sales, Marketing, Customer Service, Insurance, Life Insurance, Microsoft Office, Microsoft Excel, Sales Management, Teamwork, Health Insurance, Term Life Insurance, Customer Retention, Cold Calling, PowerPoint, Direct Sales, Underwriting, Disability Insurance, Fixed Annuities, Microsoft Word, Property, General Insurance, Commercial Insurance, Negotiation, Outlook, Casualty, Claim, Financial Analysis, Umbrella Insurance, Liability, Customer Satisfaction
Education
George Mason University 2003 — 2005
Bachelor's Degree, Economics
Valencia College 2001 — 2003
Associate's Degree, General Studies
Vivian Zheng's Solomon Smith Barney Experience November 1999 - March 2004
Job Senior Vice President at Citi
Industry Banking
Experience
Citi November 2012 - Present
Citi March 2009 - November 2012
Citi March 2008 - March 2009
Citi March 2006 - June 2008
Deutsche Bank March 2004 - March 2006
Solomon Smith Barney November 1999 - March 2004
BNP Paribas September 1997 - September 1999
Skills
Fixed Income, Financial Risk, Credit, Investment Banking, Portfolio Management, Credit Cards, Mortgage Lending, Derivatives, Finance, Financial Analysis, Valuation
Education
Pace University - Lubin School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Citi November 2012 - Present
Citi March 2009 - November 2012
Citi March 2008 - March 2009
Citi March 2006 - June 2008
Deutsche Bank March 2004 - March 2006
Solomon Smith Barney November 1999 - March 2004
BNP Paribas September 1997 - September 1999
Skills
Fixed Income, Financial Risk, Credit, Investment Banking, Portfolio Management, Credit Cards, Mortgage Lending, Derivatives, Finance, Financial Analysis, Valuation
Education
Pace University - Lubin School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Ron Zour's Solomon Smith Barney Experience 1998 - 2000
Job Real Estate
Industry Real Estate
Experience
RRR Group, LLC September 2007 - Present
All County Lead Services July 2006 - Present
Heartland Securities September 2000 - October 2002
Solomon Smith Barney 1998 - 2000
Citigroup 1998 - 2000
Skills
Real Estate, Investments, Residential Homes, Real Estate Transactions, Investment Properties, Foreclosures, Real Estate Development, Leases, Investors, Property Management, Commercial Real Estate, Real Estate Economics, Asset Management, Brokerage, Real Estate Financing, Strategic Planning
Education
Touro College
BS, Finance
Yeshiva University
RRR Group, LLC September 2007 - Present
All County Lead Services July 2006 - Present
Heartland Securities September 2000 - October 2002
Solomon Smith Barney 1998 - 2000
Citigroup 1998 - 2000
Skills
Real Estate, Investments, Residential Homes, Real Estate Transactions, Investment Properties, Foreclosures, Real Estate Development, Leases, Investors, Property Management, Commercial Real Estate, Real Estate Economics, Asset Management, Brokerage, Real Estate Financing, Strategic Planning
Education
Touro College
BS, Finance
Yeshiva University
Mary Beth Yanulis's Solomon Smith Barney Experience August 2000 - May 2001
Job Attorney at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2010 - Present
Morgan Stanley Smith Barney April 2009 - April 2010
Robert Half Legal September 2008 - January 2009
Smith Barney June 2006 - August 2007
Solomon Smith Barney August 2000 - May 2001
Skills
Securities, Westlaw, Legal Research, Securities Regulation, Legal Writing, Litigation, Corporate Law, Due Diligence, Document Review, Securities Litigation, Securities Fraud, Precious Metals, Arbitration, Hedge Funds, Mergers
Education
Brooklyn Law School 2005 — 2008
JD
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Business Law
Morgan Stanley Wealth Management April 2010 - Present
Morgan Stanley Smith Barney April 2009 - April 2010
Robert Half Legal September 2008 - January 2009
Smith Barney June 2006 - August 2007
Solomon Smith Barney August 2000 - May 2001
Skills
Securities, Westlaw, Legal Research, Securities Regulation, Legal Writing, Litigation, Corporate Law, Due Diligence, Document Review, Securities Litigation, Securities Fraud, Precious Metals, Arbitration, Hedge Funds, Mergers
Education
Brooklyn Law School 2005 — 2008
JD
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Business Law
Jim Grove's Solomon Smith Barney Experience 1990 - 1998
Job Principal Analyst Colleges, Housing and Educational Services at UC Santa Cruz
Industry Education Management
Experience
UC Santa Cruz May 2012 - Present
University of California Santa Cruz September 2011 - May 2012
UC Santa Cruz September 2008 - August 2011
UCSC September 2005 - November 2007
Solomon Smith Barney 1990 - 1998
Skills
Budgets, Training, Strategic Planning, Leadership Development, Customer Service, Fundraising, Communication, Volunteer Management, Management, Coaching, Program Evaluation, Data Analysis, Curriculum Development, Qualitative Research, Student Development, PowerPoint, Community Outreach, Organizational..., Project Management, Social Media, Student Affairs, Staff Development, Leadership, Workshop Facilitation, Classroom, Tutoring, Program Management, Conflict Resolution, Social Networking, Policy Analysis, Team Building, Teaching
Education
UC Santa Cruz 2002 — 2006
Bachelor's degree, Cultural Politics
UC Santa Cruz May 2012 - Present
University of California Santa Cruz September 2011 - May 2012
UC Santa Cruz September 2008 - August 2011
UCSC September 2005 - November 2007
Solomon Smith Barney 1990 - 1998
Skills
Budgets, Training, Strategic Planning, Leadership Development, Customer Service, Fundraising, Communication, Volunteer Management, Management, Coaching, Program Evaluation, Data Analysis, Curriculum Development, Qualitative Research, Student Development, PowerPoint, Community Outreach, Organizational..., Project Management, Social Media, Student Affairs, Staff Development, Leadership, Workshop Facilitation, Classroom, Tutoring, Program Management, Conflict Resolution, Social Networking, Policy Analysis, Team Building, Teaching
Education
UC Santa Cruz 2002 — 2006
Bachelor's degree, Cultural Politics
Scott OKeefe's Solomon Smith Barney Experience November 1993 - August 1998
Job Associate at JP Morgan Seeking new Opportunities
Industry Financial Services
Experience
JPMorgan Chase 2005 - Present
Ridge Clearing/BofA Securities April 2000 - July 2005
Brown Brothers Harriman August 1998 - April 2000
Solomon Smith Barney November 1993 - August 1998
Education
Le Moyne College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
JPMorgan Chase 2005 - Present
Ridge Clearing/BofA Securities April 2000 - July 2005
Brown Brothers Harriman August 1998 - April 2000
Solomon Smith Barney November 1993 - August 1998
Education
Le Moyne College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Laxminarayan Subramanian's Solomon Smith Barney Experience January 1999 - October 1999
Job Vice President JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2013 - Present
Citigroup Transaction Services August 2011 - July 2013
Citigroup March 2003 - July 2011
Citigroup November 1999 - February 2003
Solomon Smith Barney January 1999 - October 1999
Skills
Fixed Income, Securities Lending, Reference Data, Capital Markets, Trading Systems, Electronic Trading, Prime Brokerage, Equities, Hedge Funds, Derivatives, Sybase, Portfolio Management, Middle Office, Investment Banking, Equity Derivatives, Market Data, Trading, Settlement, Securities, Financial Services
Education
Indian Institute of Science
Masters, Electrical Engg
PSG College of Technology
Bachelor of Science, Applied Sciences
Kendriya Vidyalaya
JPMorgan Chase & Co. September 2013 - Present
Citigroup Transaction Services August 2011 - July 2013
Citigroup March 2003 - July 2011
Citigroup November 1999 - February 2003
Solomon Smith Barney January 1999 - October 1999
Skills
Fixed Income, Securities Lending, Reference Data, Capital Markets, Trading Systems, Electronic Trading, Prime Brokerage, Equities, Hedge Funds, Derivatives, Sybase, Portfolio Management, Middle Office, Investment Banking, Equity Derivatives, Market Data, Trading, Settlement, Securities, Financial Services
Education
Indian Institute of Science
Masters, Electrical Engg
PSG College of Technology
Bachelor of Science, Applied Sciences
Kendriya Vidyalaya
Jason Fritz's Solomon Smith Barney Experience January 1994 - January 1998
Job Partner & Chief Operating Officer
Industry Investment Management
Experience
Jet Capital Management January 2009 - Present
Morgan Stanley July 2003 - May 2008
Deutsche Bank February 2000 - May 2003
Bear Stearns February 1998 - February 2000
Solomon Smith Barney January 1994 - January 1998
Education
University of Pennsylvania Law School 1988 — 1991
JD
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics
Jet Capital Management January 2009 - Present
Morgan Stanley July 2003 - May 2008
Deutsche Bank February 2000 - May 2003
Bear Stearns February 1998 - February 2000
Solomon Smith Barney January 1994 - January 1998
Education
University of Pennsylvania Law School 1988 — 1991
JD
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics
Denise Sealy's Solomon Smith Barney Experience June 1999 - October 2002
Job HR Generalist, Talent Management & Corporate Human Resources, Global Payments Inc.
Industry Pharmaceuticals
Experience
Global Payments Inc. August 2014 - Present
The Conference Board April 2011 - November 2013
Epiq Systems - Contract Position June 2010 - September 2010
. January 2006 - September 2008
Pfizer Pharmaceuticals January 2006 - August 2008
GrahamField Health Products September 2004 - September 2005
KPMG US June 2003 - September 2004
Solomon Smith Barney June 1999 - October 2002
Skills
Program Management, Customer Service, Public Speaking, Budgets, Management, Sales Operations, Organizational..., Leadership Development, Leadership, Research, Training, Coaching, Nonprofits, Performance Management, Strategic Planning, Team Building, Microsoft Excel, Process Scheduler, Strategy, Project Management, Business Strategy, Analysis, Process Improvement, Entrepreneurship, Human Resources, Employee Relations, Microsoft Office, Onboarding, Policy, Recruiting, Interviews, Talent Management
Education
Georgia State University 2014 — 2015
Psychology
City University of New York-Baruch College 2012 — 2014
Bachelor's Degree, Psychology
Global Payments Inc. August 2014 - Present
The Conference Board April 2011 - November 2013
Epiq Systems - Contract Position June 2010 - September 2010
. January 2006 - September 2008
Pfizer Pharmaceuticals January 2006 - August 2008
GrahamField Health Products September 2004 - September 2005
KPMG US June 2003 - September 2004
Solomon Smith Barney June 1999 - October 2002
Skills
Program Management, Customer Service, Public Speaking, Budgets, Management, Sales Operations, Organizational..., Leadership Development, Leadership, Research, Training, Coaching, Nonprofits, Performance Management, Strategic Planning, Team Building, Microsoft Excel, Process Scheduler, Strategy, Project Management, Business Strategy, Analysis, Process Improvement, Entrepreneurship, Human Resources, Employee Relations, Microsoft Office, Onboarding, Policy, Recruiting, Interviews, Talent Management
Education
Georgia State University 2014 — 2015
Psychology
City University of New York-Baruch College 2012 — 2014
Bachelor's Degree, Psychology
Basma N. Ammari's Solomon Smith Barney Experience January 2001 - January 2002
Job Strategy, Implementation Support, & M&E Consultant at the World Bank
Industry Management Consulting
Experience
World Bank January 2011 - Present
BWJ ILO 2013 - 2013
RAPID RESULTS INSTITUTE, INC August 2008 - January 2011
WORLD BANK January 2004 - August 2008
International Finance Corporation January 2002 - January 2003
SOLOMON SMITH BARNEY January 2001 - January 2002
Skills
Program Management, Strategy, Leadership Development, Capacity Building, Governance, International..., Government, Community Development, Management Consulting
Education
Kogod School of Business 2002 — 2004
Master, Business Administration, 3.9
American University 1998 — 2002
Bachelor of Business Administration (BBA), Economics and Finance, 3.8
World Bank January 2011 - Present
BWJ ILO 2013 - 2013
RAPID RESULTS INSTITUTE, INC August 2008 - January 2011
WORLD BANK January 2004 - August 2008
International Finance Corporation January 2002 - January 2003
SOLOMON SMITH BARNEY January 2001 - January 2002
Skills
Program Management, Strategy, Leadership Development, Capacity Building, Governance, International..., Government, Community Development, Management Consulting
Education
Kogod School of Business 2002 — 2004
Master, Business Administration, 3.9
American University 1998 — 2002
Bachelor of Business Administration (BBA), Economics and Finance, 3.8
Steve Schaeperkoetter, PE, LEED-AP's Solomon Smith Barney Experience 1999 - 2001
Job Sr Project Manager at Cameron Engineering
Industry Mechanical or Industrial Engineering
Experience
Cameron Engineering November 2001 - Present
Solomon Smith Barney 1999 - 2001
Emtec Consulting Engineers 1996 - 2001
HIP of Greater NY 1992 - 1996
Spaet Associates, Engineers and Architects, PC September 1989 - February 1992
Clean Room Engineering, Inc 1988 - 1989
Skills
Energy Management, Engineering, Energy Efficiency, Geothermal, Renewable Energy, HVAC, Plumbing, Fire Protection, Project Estimation, Feasibility Studies, Sustainable Energy, Project Engineering, Energy, Sustainability, Air Conditioning, Photovoltaics, AutoCAD, Solar Energy, Submittals, LEED AP, Building Automation, HVAC Controls, Alternative Energy, Sustainable Design
Education
New York Institute of Technology-Old Westbury 1985 — 1988
Bachelor's degree, Mechanical Engineering
SUNY Farmingdale, Farmingdale, NY 1981 — 1983
Associate's degree, Air Conditioning Engineering Technology
Cameron Engineering November 2001 - Present
Solomon Smith Barney 1999 - 2001
Emtec Consulting Engineers 1996 - 2001
HIP of Greater NY 1992 - 1996
Spaet Associates, Engineers and Architects, PC September 1989 - February 1992
Clean Room Engineering, Inc 1988 - 1989
Skills
Energy Management, Engineering, Energy Efficiency, Geothermal, Renewable Energy, HVAC, Plumbing, Fire Protection, Project Estimation, Feasibility Studies, Sustainable Energy, Project Engineering, Energy, Sustainability, Air Conditioning, Photovoltaics, AutoCAD, Solar Energy, Submittals, LEED AP, Building Automation, HVAC Controls, Alternative Energy, Sustainable Design
Education
New York Institute of Technology-Old Westbury 1985 — 1988
Bachelor's degree, Mechanical Engineering
SUNY Farmingdale, Farmingdale, NY 1981 — 1983
Associate's degree, Air Conditioning Engineering Technology
Amanda Silaski's Solomon Smith Barney Experience January 2000 - January 2001
Job Executive Assistant and Desktop Publishing Specialist
Industry Financial Services
Experience
LAZARD FRERES & CO. LLC January 2001 - January 2012
Solomon Smith Barney January 2000 - January 2001
Lazard January 1999 - January 2000
Goldman Sachs January 1998 - January 1999
Skills
Adobe Acrobat, Photoshop, Adobe Creative Suite, Aerial Silks, QuarkXPress, Mac, Editing
Education
The University of Texas at Austin
Bachelor of Fine Arts
LAZARD FRERES & CO. LLC January 2001 - January 2012
Solomon Smith Barney January 2000 - January 2001
Lazard January 1999 - January 2000
Goldman Sachs January 1998 - January 1999
Skills
Adobe Acrobat, Photoshop, Adobe Creative Suite, Aerial Silks, QuarkXPress, Mac, Editing
Education
The University of Texas at Austin
Bachelor of Fine Arts
Matt Sandoval's Solomon Smith Barney Experience 1998 - 1999
Job Managing Director at Wood Creek Capital Management
Industry Investment Management
Experience
Wood Creek Capital Management 2006 - Present
Zolfo Cooper 2002 - 2006
Elm City Bioventures 2001 - 2002
Bear Stearns 1999 - 2001
Solomon Smith Barney 1998 - 1999
US Navy 1989 - 1994
Skills
Due Diligence, Valuation, Asset Management, Alternative Investments, Private Equity, Investments, Venture Capital, Mergers & Acquisitions, Derivatives, Corporate Finance, Capital Markets, Start-ups, Hedge Funds, Portfolio Management, Financial Modeling, Due diligence
Education
Columbia University - Columbia Business School 1996 — 1998
Columbia Law School
United States Naval Academy
Wood Creek Capital Management 2006 - Present
Zolfo Cooper 2002 - 2006
Elm City Bioventures 2001 - 2002
Bear Stearns 1999 - 2001
Solomon Smith Barney 1998 - 1999
US Navy 1989 - 1994
Skills
Due Diligence, Valuation, Asset Management, Alternative Investments, Private Equity, Investments, Venture Capital, Mergers & Acquisitions, Derivatives, Corporate Finance, Capital Markets, Start-ups, Hedge Funds, Portfolio Management, Financial Modeling, Due diligence
Education
Columbia University - Columbia Business School 1996 — 1998
Columbia Law School
United States Naval Academy
Katherine Behrens's Solomon Smith Barney Experience 2000 - 2003
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors Investment AdvisorNew England Financial2004 - 2009
AXA/MONEY GROUP 2002 - 2004
Solomon Smith Barney 2000 - 2003
Millennium Partners 1998 - 2000
Education
Columbia University - Columbia Business School
Executive Education
Fordham University
Phd, Urban Policy
New York University
MA, Social Sciences
New York University
BA
AXA Advisors Investment AdvisorNew England Financial2004 - 2009
AXA/MONEY GROUP 2002 - 2004
Solomon Smith Barney 2000 - 2003
Millennium Partners 1998 - 2000
Education
Columbia University - Columbia Business School
Executive Education
Fordham University
Phd, Urban Policy
New York University
MA, Social Sciences
New York University
BA
Tiona Torres's Solomon Smith Barney Experience January 2000 - January 2001
Job Sales Manager at LaZBoy Furniture Galleries
Industry Retail
Experience
La-Z-Boy Furniture Galleries December 2009 - Present
La-Z-Boy January 2009 - Present
Great Commission Alliance January 2011 - January 2012
Solomon Smith Barney January 2000 - January 2001
LH Ross & Company, LLC January 1999 - January 2000
Skills
AutoCAD, SketchUp, Drawing, Space-planning, Interior Design, Furniture, FF&E, Rendering, Floor Plans, Sketching, Hand Drafting, Residential Design, Furnishings, Interior Architecture, Finish Selections, Kitchen & Bath Design, Sustainable Design, 3D rendering
Education
Art Institute of Fort Lauderdale 2007 — 2011
Bachelors, Interior Design
Art Institute of Fort Lauderdale
Bachelor of Science Degree, Interior Design
Broward College
Associate of Arts, Accounting / Business
La-Z-Boy Furniture Galleries December 2009 - Present
La-Z-Boy January 2009 - Present
Great Commission Alliance January 2011 - January 2012
Solomon Smith Barney January 2000 - January 2001
LH Ross & Company, LLC January 1999 - January 2000
Skills
AutoCAD, SketchUp, Drawing, Space-planning, Interior Design, Furniture, FF&E, Rendering, Floor Plans, Sketching, Hand Drafting, Residential Design, Furnishings, Interior Architecture, Finish Selections, Kitchen & Bath Design, Sustainable Design, 3D rendering
Education
Art Institute of Fort Lauderdale 2007 — 2011
Bachelors, Interior Design
Art Institute of Fort Lauderdale
Bachelor of Science Degree, Interior Design
Broward College
Associate of Arts, Accounting / Business
Nathalie Rubens's Solomon Smith Barney Experience June 1996 - June 1998
Job Member Board of Directors, Secretary at Jewish Community Project of Lower Manhattan
Industry Nonprofit Organization Management
Experience
Tribeca Tribune March 2014 - Present
Jewish Community Project of Lower Manhattan September 2004 - Present
Morgan Stanley June 1998 - November 2002
Solomon Smith Barney June 1996 - June 1998
The Abraham Fund Initiatives December 1993 - June 1996
Freelance Journalism September 1988 - June 1992
U.S. House of Representatives June 1988 - August 1988
U.S. House of Representatives June 1986 - August 1986
Skills
Research, Editing, Budgets, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Windows, Outlook, Photoshop, English, Sales, Competitive Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1991 — 1993
Masters Degree, International Relations & Economics with a concentration in Middle East Studies
Tel Aviv University 1991 — 1991
Semester Abroad
University of California, Berkeley 1985 — 1989
Bachelors of Arts, History
Paris University Jussieu/ Sarah Lawrence College Study Abroad Program 1987 — 1988
Tribeca Tribune March 2014 - Present
Jewish Community Project of Lower Manhattan September 2004 - Present
Morgan Stanley June 1998 - November 2002
Solomon Smith Barney June 1996 - June 1998
The Abraham Fund Initiatives December 1993 - June 1996
Freelance Journalism September 1988 - June 1992
U.S. House of Representatives June 1988 - August 1988
U.S. House of Representatives June 1986 - August 1986
Skills
Research, Editing, Budgets, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Windows, Outlook, Photoshop, English, Sales, Competitive Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1991 — 1993
Masters Degree, International Relations & Economics with a concentration in Middle East Studies
Tel Aviv University 1991 — 1991
Semester Abroad
University of California, Berkeley 1985 — 1989
Bachelors of Arts, History
Paris University Jussieu/ Sarah Lawrence College Study Abroad Program 1987 — 1988
Leah Perri's Solomon Smith Barney Experience April 2002 - May 2003
Job Agent at New York Life Insurance Company
Industry Banking
Experience
New York Life Insurance Company June 2013 - Present
BancWest Investment Services December 2007 - January 2013
Solomon Smith Barney April 2002 - May 2003
Skills
Retirement Planning, Wealth Preservation...
Education
San Jose State University 2003 — 2005
Bacehlors Degree, Business Administration and Management, General
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
New York Life Insurance Company June 2013 - Present
BancWest Investment Services December 2007 - January 2013
Solomon Smith Barney April 2002 - May 2003
Skills
Retirement Planning, Wealth Preservation...
Education
San Jose State University 2003 — 2005
Bacehlors Degree, Business Administration and Management, General
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
Don Woodhouse's Solomon Smith Barney Experience July 1985 - April 2009
Job Financial Consultant at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial April 2009 - Present
Solomon Smith Barney July 1985 - April 2009
Education
Thunderbird School of Global Management 1980 — 1982
Master's Degree, International Marketing
San Diego State University-California State University 1975 — 1977
Bachelor's Degree, Geography/History
Raymond James Financial April 2009 - Present
Solomon Smith Barney July 1985 - April 2009
Education
Thunderbird School of Global Management 1980 — 1982
Master's Degree, International Marketing
San Diego State University-California State University 1975 — 1977
Bachelor's Degree, Geography/History
Michel John's Solomon Smith Barney Experience March 1999 - September 2001
Job V.P. Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2002 - Present
Solomon Smith Barney March 1999 - September 2001
United States Army February 1983 - May 1993
Education
Hofstra University 1985 — 1988
Bachelor’s Degree, Finance, General
Fidelity Investments January 2002 - Present
Solomon Smith Barney March 1999 - September 2001
United States Army February 1983 - May 1993
Education
Hofstra University 1985 — 1988
Bachelor’s Degree, Finance, General
Ronak Khichadia's Solomon Smith Barney Experience January 2001 - January 2002
Job Chief Investment Officer
Industry Financial Services
Experience
GRK Partners, LP January 2012 - Present
Knight Capital Group February 2007 - May 2011
Guggenheim Capital September 2004 - February 2007
Atlantic Asset Management January 2002 - August 2004
Solomon Smith Barney January 2001 - January 2002
Greenwich Capital January 1999 - December 2000
Education
Norwich University 1994 — 1998
Bachelor of Science (B.S.), Economics & Accounting
GRK Partners, LP January 2012 - Present
Knight Capital Group February 2007 - May 2011
Guggenheim Capital September 2004 - February 2007
Atlantic Asset Management January 2002 - August 2004
Solomon Smith Barney January 2001 - January 2002
Greenwich Capital January 1999 - December 2000
Education
Norwich University 1994 — 1998
Bachelor of Science (B.S.), Economics & Accounting
CHIN YUE's Solomon Smith Barney Experience September 2002 - November 2003
Job CSR II at Chinatrust Bank (U.S.A.)
Industry Banking
Experience
Chinatrust Bank (U.S.A.) October 2012 - Present
Chinatrust Bank U.S.A October 2012 - Present
Far East National Bank January 2012 - October 2012
Ivy Institute September 2009 - August 2012
Berkeley Self Storage March 2008 - September 2008
Bright Math Clinic January 2004 - May 2006
Solomon Smith Barney September 2002 - November 2003
Education
University of California, Berkeley
Bachelor of Art, Economics
Chinatrust Bank (U.S.A.) October 2012 - Present
Chinatrust Bank U.S.A October 2012 - Present
Far East National Bank January 2012 - October 2012
Ivy Institute September 2009 - August 2012
Berkeley Self Storage March 2008 - September 2008
Bright Math Clinic January 2004 - May 2006
Solomon Smith Barney September 2002 - November 2003
Education
University of California, Berkeley
Bachelor of Art, Economics
Kenneth Soucy's Solomon Smith Barney Experience December 1997 - May 2001
Job Finance Director at Lucite International
Industry Chemicals
Experience
Lucite International September 2014 - Present
Air Products and Chemicals December 2011 - August 2014
Air Products and Chemicals May 2010 - December 2011
Dupont Air Products NanoMaterials June 2007 - May 2010
Air Products December 2006 - June 2007
Air Products February 2004 - December 2006
Air Products June 2001 - February 2004
Solomon Smith Barney December 1997 - May 2001
Legg Mason May 1994 - December 1997
Skills
Financial Modeling, Forecasting, Financial Analysis, Managerial Finance
Education
University of Maryland College Park 1999 — 2001
Master of Business Administration (MBA), Finance, General
Penn State University 1989 — 1994
Bachelor of Science (BS), Economics
Lucite International September 2014 - Present
Air Products and Chemicals December 2011 - August 2014
Air Products and Chemicals May 2010 - December 2011
Dupont Air Products NanoMaterials June 2007 - May 2010
Air Products December 2006 - June 2007
Air Products February 2004 - December 2006
Air Products June 2001 - February 2004
Solomon Smith Barney December 1997 - May 2001
Legg Mason May 1994 - December 1997
Skills
Financial Modeling, Forecasting, Financial Analysis, Managerial Finance
Education
University of Maryland College Park 1999 — 2001
Master of Business Administration (MBA), Finance, General
Penn State University 1989 — 1994
Bachelor of Science (BS), Economics
Robert Jessen's Solomon Smith Barney Experience May 1999 - July 2000
Job z/OS Senior Systems Programmer
Industry Financial Services
Experience
BNY Mellon July 2000 - Present
Solomon Smith Barney May 1999 - July 2000
JPMorgan Chase & Co. August 1986 - May 1999
MANUFACTURES HANOVER TRUST January 1984 - August 1986
Kinney Shoes August 1981 - January 1984
Skills
z/OS, SMP/E, ISPF, TSO, JCL, WebSphere Application..., SDSF, JES2, REXX, Unix, WebSphere, Operating Systems, Data Center, MVS, Software Development, Testing, Infrastructure, Technical Support
Education
new york university 1985 — 1986
COURSE TAKEN: IBM System/370 Operating System Concepts
New York Institute of Technology 1976 — 1980
Bachelor of Science Degree in Architecture, Architecture
Farmingdale State University of New York 1973 — 1976
Associate Science Degree in Architecture, Architecture
East Rockaway
BNY Mellon July 2000 - Present
Solomon Smith Barney May 1999 - July 2000
JPMorgan Chase & Co. August 1986 - May 1999
MANUFACTURES HANOVER TRUST January 1984 - August 1986
Kinney Shoes August 1981 - January 1984
Skills
z/OS, SMP/E, ISPF, TSO, JCL, WebSphere Application..., SDSF, JES2, REXX, Unix, WebSphere, Operating Systems, Data Center, MVS, Software Development, Testing, Infrastructure, Technical Support
Education
new york university 1985 — 1986
COURSE TAKEN: IBM System/370 Operating System Concepts
New York Institute of Technology 1976 — 1980
Bachelor of Science Degree in Architecture, Architecture
Farmingdale State University of New York 1973 — 1976
Associate Science Degree in Architecture, Architecture
East Rockaway