Bear Stearns Securities Corp
Industry: Company
DescriptionHeadquarters: Brooklyn, CT Founded: 1991 Parent organizations: Bear Stearns, JP Morgan Securities Inc
Bear Stearns Securities Corp List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bear Stearns Securities Corp. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bear Stearns Securities Corp Salaries. You can even request information on how much does Bear Stearns Securities Corp pay if you want to. Learn about salaries, pros and cons of working for Bear Stearns Securities Corp directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
37 Bear Stearns Securities Corp employees in database. Find out everything there's to know about Bear Stearns Securities Corp employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bear Stearns Securities Corp Employees
Employee
Years
Job
Industry
Brian Drohan, CPA Brian Drohan, CPA's Bear Stearns Securities Corp Experience May 1997 - December 1998
Job Insurance Reporting Analyst at Clearwater Analytics
Industry Computer Software
Experience
Clearwater Analytics April 2014 - Present
MetLife July 2011 - April 2014
Florida Family Insurance Company November 2003 - March 2011
In-flight Sales Group January 2003 - September 2003
Atrium Staffing July 2001 - October 2002
JC Decaux SkySites December 1998 - March 2001
Bear Stearns Securities Corp May 1997 - December 1998
National Benefit Life Ins. Co April 1995 - May 1997
Davidoff of Geneva September 1993 - April 1995
Skills
Variance Analysis, Accounts Payable, Accounts Receivable, Forecasting, Accounting, Internal Controls, Financial Analysis, Auditing, Cash Flow, Financial Statements, Budgets, Analysis, GAAP, Fixed Assets, Journal Entries, Accruals, Hyperion Enterprise, Management, Tax, Balance, Financial Reporting, Finance, General Ledger, Microsoft Excel, Bank Reconciliation, Financial Accounting, Account Reconciliation, Budgeting, US GAAP, CPA, Statutory Accounting
Education
Florida Gulf Coast University 2008 — 2010
MS, Accounting and Taxation
State University of New York College at Plattsburgh 1991 — 1993
BS, Accounting
SUNY Colbleskill 1989 — 1991
AS, Accounting
Clearwater Analytics April 2014 - Present
MetLife July 2011 - April 2014
Florida Family Insurance Company November 2003 - March 2011
In-flight Sales Group January 2003 - September 2003
Atrium Staffing July 2001 - October 2002
JC Decaux SkySites December 1998 - March 2001
Bear Stearns Securities Corp May 1997 - December 1998
National Benefit Life Ins. Co April 1995 - May 1997
Davidoff of Geneva September 1993 - April 1995
Skills
Variance Analysis, Accounts Payable, Accounts Receivable, Forecasting, Accounting, Internal Controls, Financial Analysis, Auditing, Cash Flow, Financial Statements, Budgets, Analysis, GAAP, Fixed Assets, Journal Entries, Accruals, Hyperion Enterprise, Management, Tax, Balance, Financial Reporting, Finance, General Ledger, Microsoft Excel, Bank Reconciliation, Financial Accounting, Account Reconciliation, Budgeting, US GAAP, CPA, Statutory Accounting
Education
Florida Gulf Coast University 2008 — 2010
MS, Accounting and Taxation
State University of New York College at Plattsburgh 1991 — 1993
BS, Accounting
SUNY Colbleskill 1989 — 1991
AS, Accounting
Robert Isaacson Robert Isaacson's Bear Stearns Securities Corp Experience January 2006 - March 2008
Job Business Cost Recovery and Expense Reduction Services
Industry Financial Services
Experience
Viking Consulting Services Group, LLC 2013 - Present
JP Morgan Securities 2008 - 2013
Bear Stearns Securities Corp January 2006 - March 2008
Goldman Sachs August 1999 - January 2006
Lutheran Brotherhood February 1998 - August 1999
Goldman Sachs June 1991 - February 1998
Chase Manhattan Bank, NA September 1985 - June 1991
Bankers Trust Company January 1983 - September 1985
Chase Manhattan Bank, NA July 1977 - January 1983
Skills
Program Management, CRM, Management, Product Development, Project Management, Marketing, Leadership, Consulting, Employee Benefits, Training, Auditing, Analysis, Sales, Analytics, Insurance, Private Equity, Alternative Investments, Social Media, Budgets, Business Process..., Strategy, Strategic Planning, Integration
Education
Adelphi University
Master of Business Administration (M.B.A.), Corporate Finance
Gettysburg College 1971 — 1975
Bachelor of Arts (B.A.), Biology, General
Viking Consulting Services Group, LLC 2013 - Present
JP Morgan Securities 2008 - 2013
Bear Stearns Securities Corp January 2006 - March 2008
Goldman Sachs August 1999 - January 2006
Lutheran Brotherhood February 1998 - August 1999
Goldman Sachs June 1991 - February 1998
Chase Manhattan Bank, NA September 1985 - June 1991
Bankers Trust Company January 1983 - September 1985
Chase Manhattan Bank, NA July 1977 - January 1983
Skills
Program Management, CRM, Management, Product Development, Project Management, Marketing, Leadership, Consulting, Employee Benefits, Training, Auditing, Analysis, Sales, Analytics, Insurance, Private Equity, Alternative Investments, Social Media, Budgets, Business Process..., Strategy, Strategic Planning, Integration
Education
Adelphi University
Master of Business Administration (M.B.A.), Corporate Finance
Gettysburg College 1971 — 1975
Bachelor of Arts (B.A.), Biology, General
Michelle A. Smith Michelle A. Smith's Bear Stearns Securities Corp Experience 2005 - 2007
Job HR Business Partner at NRG Energy
Industry Oil & Energy
Experience
NRG Energy May 2013 - Present
Baker Hughes 2011 - 2013
Human Resources Services Enhanced 2009 - 2011
UBS Investment Bank 2007 - 2009
Bear Stearns Securities Corp 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, SAP, Taleo, ADP Payroll, PeopleSoft, College Recruiting
Education
State University of New York at Stony Brook 1999 — 2003
Bachelor of Arts (B.A.), Economics
NRG Energy May 2013 - Present
Baker Hughes 2011 - 2013
Human Resources Services Enhanced 2009 - 2011
UBS Investment Bank 2007 - 2009
Bear Stearns Securities Corp 2005 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, SAP, Taleo, ADP Payroll, PeopleSoft, College Recruiting
Education
State University of New York at Stony Brook 1999 — 2003
Bachelor of Arts (B.A.), Economics
Pamela 'Indi' Barber's Bear Stearns Securities Corp Experience December 1996 - October 2007
Job Global Change Management Analyst
Industry Information Technology and Services
Experience
Lexmark International, Inc. June 2015 - Present
JP Morgan Chase 1996 - September 2014
Bear Stearns Securities Corp. December 1996 - October 2007
Wedbush Securities January 1993 - November 1998
Skills
Software Documentation, Change Management, Functional Analysis, E-Learning, Flash, Photoshop, InDesign, User Experience, SharePoint..., Computer Software..., Project Management, Training, Captivate, User Interface Design, Usability Testing, Product Management, Business Analysis, After Effects, Presenter, Financial Services, CRM, Product Development, Articulate Storyline, Prime Brokerage, Middle Office, Electronic Trading, Trading Systems, Low Latency, Camtasia, Securities, Dreamweaver, Relationship Management, Market Data, Back Office, Fixed Income, Portfolio Management, Investment Banking, Credit Derivatives, Hands-on Training, Visio, Equity Trading, Hedge Funds, Reference Data, Corporate Actions, Options, Series 7, Risk Management, Management, Equities, Strategy
Education
Tulane University
Art Center College of Design
Lexmark International, Inc. June 2015 - Present
JP Morgan Chase 1996 - September 2014
Bear Stearns Securities Corp. December 1996 - October 2007
Wedbush Securities January 1993 - November 1998
Skills
Software Documentation, Change Management, Functional Analysis, E-Learning, Flash, Photoshop, InDesign, User Experience, SharePoint..., Computer Software..., Project Management, Training, Captivate, User Interface Design, Usability Testing, Product Management, Business Analysis, After Effects, Presenter, Financial Services, CRM, Product Development, Articulate Storyline, Prime Brokerage, Middle Office, Electronic Trading, Trading Systems, Low Latency, Camtasia, Securities, Dreamweaver, Relationship Management, Market Data, Back Office, Fixed Income, Portfolio Management, Investment Banking, Credit Derivatives, Hands-on Training, Visio, Equity Trading, Hedge Funds, Reference Data, Corporate Actions, Options, Series 7, Risk Management, Management, Equities, Strategy
Education
Tulane University
Art Center College of Design
Michael Urban Michael Urban's Bear Stearns Securities Corp Experience April 2001 - July 2004
Job VP, Senior Relationship Manager at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing February 2014 - Present
Princeton Financial Systems July 2011 - January 2013
Albridge, an Affiliate of Pershing July 2004 - July 2011
Bear Stearns Securities Corp. April 2001 - July 2004
Pershing August 1996 - March 2001
Skills
Salesforce.com, Miller Heiman, CRM, New Business Development, Contract Negotiation, Sales, Relationship Management, Financial Services, SaaS, Enterprise Software, Product Management, Vendor Management, Management, Investments, Business Development, Series 7, Account Management, Consultative Approach, Client Development, Executive Management
Education
Montclair State University 1991 — 1993
BA, Political Science and Government
Albridge, an Affiliate of Pershing February 2014 - Present
Princeton Financial Systems July 2011 - January 2013
Albridge, an Affiliate of Pershing July 2004 - July 2011
Bear Stearns Securities Corp. April 2001 - July 2004
Pershing August 1996 - March 2001
Skills
Salesforce.com, Miller Heiman, CRM, New Business Development, Contract Negotiation, Sales, Relationship Management, Financial Services, SaaS, Enterprise Software, Product Management, Vendor Management, Management, Investments, Business Development, Series 7, Account Management, Consultative Approach, Client Development, Executive Management
Education
Montclair State University 1991 — 1993
BA, Political Science and Government
Andrea V. Nelson Andrea V. Nelson's Bear Stearns Securities Corp Experience 1998 - 2001
Job Financial & Client Services | Banking | Compliance | Controls | AML | Conflict Resolution
Industry Financial Services
Experience
Citibank, NA 2008 - 2014
Citibank, NA 2004 - 2008
Consultant Agency, New York, NY 2001 - 2004
BEAR STEARNS SECURITIES CORP 1998 - 2001
Consultant Agency, New York, NY 1997 - 1998
SWISS BANK CORPORATION 1996 - 1997
Skills
Equities, Capital Markets, Portfolio Management, Fixed Income, Banking, Credit, Financial Risk, Analysis, Financial Services, Retail Banking, Credit Risk, Management, Process Improvement, Financial Analysis, Finance, Risk Management
Education
City University of New York-Baruch College
Bachelor, Business Administration; Finance
Citibank, NA 2008 - 2014
Citibank, NA 2004 - 2008
Consultant Agency, New York, NY 2001 - 2004
BEAR STEARNS SECURITIES CORP 1998 - 2001
Consultant Agency, New York, NY 1997 - 1998
SWISS BANK CORPORATION 1996 - 1997
Skills
Equities, Capital Markets, Portfolio Management, Fixed Income, Banking, Credit, Financial Risk, Analysis, Financial Services, Retail Banking, Credit Risk, Management, Process Improvement, Financial Analysis, Finance, Risk Management
Education
City University of New York-Baruch College
Bachelor, Business Administration; Finance
Marielena Recine's Bear Stearns Securities Corp Experience May 1997 - October 1998
Job VP, Investor Relations at IFS, A State Street Company
Industry Financial Services
Experience
IFS, a State Street Company October 2011 - Present
Credit Suisse Securities (USA) LLC May 2008 - May 2011
Global Hedge Strategies, LLC June 2005 - December 2007
Olympia Capital Associates LP October 1998 - June 2005
Bear Stearns Securities Corp May 1997 - October 1998
Skills
Hedge Funds, Investments, Mutual Funds, Fund Administration, Trading, Fund Accounting, Financial Services, Equities, Capital Markets, Fixed Income, Derivatives, Asset Managment, Bloomberg, Investment Banking, Private Equity, AML, Valuation, Financial Modeling, Hedging, Securities, Portfolio Management, Due Diligence, Finance, Anti Money Laundering, Asset Management
Education
Iona College 1997 — 2000
M.B.A, Finance
Iona College, Hagan School of Business 1993 — 1997
B.B.A, International Business
IFS, a State Street Company October 2011 - Present
Credit Suisse Securities (USA) LLC May 2008 - May 2011
Global Hedge Strategies, LLC June 2005 - December 2007
Olympia Capital Associates LP October 1998 - June 2005
Bear Stearns Securities Corp May 1997 - October 1998
Skills
Hedge Funds, Investments, Mutual Funds, Fund Administration, Trading, Fund Accounting, Financial Services, Equities, Capital Markets, Fixed Income, Derivatives, Asset Managment, Bloomberg, Investment Banking, Private Equity, AML, Valuation, Financial Modeling, Hedging, Securities, Portfolio Management, Due Diligence, Finance, Anti Money Laundering, Asset Management
Education
Iona College 1997 — 2000
M.B.A, Finance
Iona College, Hagan School of Business 1993 — 1997
B.B.A, International Business
Mathew Hollenstein Mathew Hollenstein's Bear Stearns Securities Corp Experience August 2006 - March 2008
Job Commercial Banking at Citi
Industry Financial Services
Experience
Citi November 2012 - Present
J.P. Morgan Clearing Corp March 2008 - September 2012
Bear Stearns Securities Corp August 2006 - March 2008
Skills
Corporate Actions, Prime Brokerage, Financial Risk, Trading, Securities Lending, Securities, Investment Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Risk Management, Financial Services
Education
Lynbrook High School 1996 — 2000
Johnson and Wales University 2001 — 2006
Bachelors, Business Management
Citi November 2012 - Present
J.P. Morgan Clearing Corp March 2008 - September 2012
Bear Stearns Securities Corp August 2006 - March 2008
Skills
Corporate Actions, Prime Brokerage, Financial Risk, Trading, Securities Lending, Securities, Investment Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Risk Management, Financial Services
Education
Lynbrook High School 1996 — 2000
Johnson and Wales University 2001 — 2006
Bachelors, Business Management
Mark Penson's Bear Stearns Securities Corp Experience September 1991 - September 1993
Job Director, Head of The Institutional Client Group, Jacksonville
Industry Financial Services
Experience
Deutsche Bank December 2009 - Present
TD Ameritrade August 2009 - December 2009
Morgan Stanley June 2006 - May 2009
Union Bank of California June 1998 - June 2006
Bear Stearns December 1995 - October 1997
Bear Stearns International Ltd September 1993 - December 1995
Bear Stearns Securities Corp September 1991 - September 1993
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Securities, Financial Services, Investments, Mutual Funds, People Development, Series 7, Settlement, Trading
Education
Boston University 1986 — 1990
BA, International Business and Relations
Deutsche Bank December 2009 - Present
TD Ameritrade August 2009 - December 2009
Morgan Stanley June 2006 - May 2009
Union Bank of California June 1998 - June 2006
Bear Stearns December 1995 - October 1997
Bear Stearns International Ltd September 1993 - December 1995
Bear Stearns Securities Corp September 1991 - September 1993
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Securities, Financial Services, Investments, Mutual Funds, People Development, Series 7, Settlement, Trading
Education
Boston University 1986 — 1990
BA, International Business and Relations
Gus Nunziata Gus Nunziata's Bear Stearns Securities Corp Experience December 1999 - March 2008
Job Managing Director Asset Management Oversight & Control at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase July 2014 - Present
JPMorgan Chase August 2012 - July 2014
JPMorgan Chase March 2008 - August 2012
Bear Stearns Securities Corp December 1999 - March 2008
Bear Stearns & Co April 1992 - December 1999
Salomon Brothers December 1985 - April 1992
Skills
Securities, Offshoring, Operations Management, Operational Turnaround, Project Management, International Operations, SWIFT, Operational Risk..., Business Process..., Investment Banking, Third Party Vendor..., Accounting, Tax Reporting, Operational Control, Corporate Actions, Business Development, Prime Brokerage, Hedge Funds, Equities, Fixed Income, Credit Derivatives, Mergers & Acquisitions, Operational Risk, Back Office, Capital Markets, Trading Systems, Series 7, Derivatives, Settlement, Middle Office, Securities Lending, FINRA, Finance, Process Improvement, Series 63, Investments, Financial Services, Bloomberg, SWIFT payments, Collateral Management, Options, Financial Risk, Equity Derivatives, Electronic Trading, Mutual Funds
Education
Pace University 1978 — 1982
Bachelors, Accounting
JPMorgan Chase July 2014 - Present
JPMorgan Chase August 2012 - July 2014
JPMorgan Chase March 2008 - August 2012
Bear Stearns Securities Corp December 1999 - March 2008
Bear Stearns & Co April 1992 - December 1999
Salomon Brothers December 1985 - April 1992
Skills
Securities, Offshoring, Operations Management, Operational Turnaround, Project Management, International Operations, SWIFT, Operational Risk..., Business Process..., Investment Banking, Third Party Vendor..., Accounting, Tax Reporting, Operational Control, Corporate Actions, Business Development, Prime Brokerage, Hedge Funds, Equities, Fixed Income, Credit Derivatives, Mergers & Acquisitions, Operational Risk, Back Office, Capital Markets, Trading Systems, Series 7, Derivatives, Settlement, Middle Office, Securities Lending, FINRA, Finance, Process Improvement, Series 63, Investments, Financial Services, Bloomberg, SWIFT payments, Collateral Management, Options, Financial Risk, Equity Derivatives, Electronic Trading, Mutual Funds
Education
Pace University 1978 — 1982
Bachelors, Accounting
Mark David Hunter Mark David Hunter's Bear Stearns Securities Corp Experience 2001 - 2001
Job Partner at Hunter Taubman Weiss LLP
Industry Law Practice
Experience
Hunter Taubman Weiss LLP March 2011 - Present
Leser Hunter Taubman & Taubman, PLLC January 2007 - March 2011
U.S. Army Reserves JAG Corps 2004 - 2009
Mark David Hunter, P.A. 2004 - 2007
US Securities and Exchange Commission 2003 - 2004
Kings County District Attorneys Office 2001 - 2003
Bear Stearns Securities Corp. 2001 - 2001
Skills
Securities Litigation, Securities Regulation, Litigation, White Collar Criminal..., Commercial Litigation, Criminal Law, Civil Litigation, Internal Investigations, Class Actions, Arbitration, Legal Research, Trial Practice, Courts, Fraud, Trials, International Law, Business Litigation, Corporate Governance, Private Investigations, Corporate Law, Securities, Hearings, Pleadings, Legal Advice, Legal Compliance, Legal Issues, Intellectual Property, Litigation Support, Dispute Resolution, Westlaw, Mediation, Alternative Dispute..., Administrative Law, Depositions, FCPA, Medical Malpractice, Legal Assistance, Employment Law, Insurance Law, Legal Writing, Criminal Defense, Torts, Enforcement, Criminal Justice, Evidence, Licensing
Education
Brooklyn Law School 1998 — 2001
Juris Doctor
Southern Illinois University, Edwardsville 1994 — 1998
Bachelor of Science (B.S.), Sociology
Hunter Taubman Weiss LLP March 2011 - Present
Leser Hunter Taubman & Taubman, PLLC January 2007 - March 2011
U.S. Army Reserves JAG Corps 2004 - 2009
Mark David Hunter, P.A. 2004 - 2007
US Securities and Exchange Commission 2003 - 2004
Kings County District Attorneys Office 2001 - 2003
Bear Stearns Securities Corp. 2001 - 2001
Skills
Securities Litigation, Securities Regulation, Litigation, White Collar Criminal..., Commercial Litigation, Criminal Law, Civil Litigation, Internal Investigations, Class Actions, Arbitration, Legal Research, Trial Practice, Courts, Fraud, Trials, International Law, Business Litigation, Corporate Governance, Private Investigations, Corporate Law, Securities, Hearings, Pleadings, Legal Advice, Legal Compliance, Legal Issues, Intellectual Property, Litigation Support, Dispute Resolution, Westlaw, Mediation, Alternative Dispute..., Administrative Law, Depositions, FCPA, Medical Malpractice, Legal Assistance, Employment Law, Insurance Law, Legal Writing, Criminal Defense, Torts, Enforcement, Criminal Justice, Evidence, Licensing
Education
Brooklyn Law School 1998 — 2001
Juris Doctor
Southern Illinois University, Edwardsville 1994 — 1998
Bachelor of Science (B.S.), Sociology
Sarah De Marchena Sarah De Marchena's Bear Stearns Securities Corp Experience September 2006 - April 2008
Job Associate, Private Wealth Management at The Ayco Company, L.P., a Goldman Sachs Company
Industry Investment Management
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
J.P. Morgan January 2013 - December 2014
J.P. Morgan June 2010 - December 2012
J.P. Morgan May 2008 - June 2010
Bear Stearns Securities Corp. September 2006 - April 2008
Marriott International June 2005 - August 2006
UBS Wealth Management June 2004 - September 2004
Devonshire Asset Management, Inc. January 2004 - June 2004
Skills
Equities, Finance, Marketing Strategy, Prime Brokerage, Portfolio Management, Financial Services, Management, Mergers & Acquisitions, Accounting, Asset Allocation, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master's degree, Finance
Bentley University 2001 — 2005
Bachelor of Science, Finance
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
J.P. Morgan January 2013 - December 2014
J.P. Morgan June 2010 - December 2012
J.P. Morgan May 2008 - June 2010
Bear Stearns Securities Corp. September 2006 - April 2008
Marriott International June 2005 - August 2006
UBS Wealth Management June 2004 - September 2004
Devonshire Asset Management, Inc. January 2004 - June 2004
Skills
Equities, Finance, Marketing Strategy, Prime Brokerage, Portfolio Management, Financial Services, Management, Mergers & Acquisitions, Accounting, Asset Allocation, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master's degree, Finance
Bentley University 2001 — 2005
Bachelor of Science, Finance
Sanjay Srikonda Sanjay Srikonda's Bear Stearns Securities Corp Experience May 2006 - November 2007
Job Technical Communications Manager at Collective
Industry Computer Software
Experience
Collective June 2015 - Present
Confidential Companies August 2011 - Present
Reval.com October 2010 - August 2011
ISE February 2010 - October 2010
Medidata Solutions, Inc November 2008 - January 2010
FJA-US, Inc November 2007 - November 2008
Bear Stearns Securities Corp May 2006 - November 2007
CheckFree Investment Services April 2005 - May 2006
ICI/ADP March 2001 - February 2004
InvestLink Technologies, Inc September 1999 - February 2001
Skills
Technical Writing, Editing, Research, Agile, CMM, Six Sigma, Online Help, Documentation, FrameMaker, Manuals, Single Sourcing, Release Notes, HTML, Business Analysis, Proposal Writing, Visio, RoboHelp, Technical Documentation, Process Improvement, SnagIt, CSS, SharePoint, Writing, Guides, Social Media, XML, Word, Dreamweaver, Adobe Acrobat, Linux, Software Documentation, SDLC, Technical Communication, Content Management, MadCap Flare, Requirements Analysis, Microsoft Office, DITA, Workflow, JIRA, Business Requirements, Microsoft Word, Atlassian JIRA, Confluence, Agile Methodologies, Quality Assurance, Testing
Education
Rutgers University – Camden 1984 — 1990
BA, English Literature
Rutgers University – Camden
BA English Literature, English Language and Literature, General
Collective June 2015 - Present
Confidential Companies August 2011 - Present
Reval.com October 2010 - August 2011
ISE February 2010 - October 2010
Medidata Solutions, Inc November 2008 - January 2010
FJA-US, Inc November 2007 - November 2008
Bear Stearns Securities Corp May 2006 - November 2007
CheckFree Investment Services April 2005 - May 2006
ICI/ADP March 2001 - February 2004
InvestLink Technologies, Inc September 1999 - February 2001
Skills
Technical Writing, Editing, Research, Agile, CMM, Six Sigma, Online Help, Documentation, FrameMaker, Manuals, Single Sourcing, Release Notes, HTML, Business Analysis, Proposal Writing, Visio, RoboHelp, Technical Documentation, Process Improvement, SnagIt, CSS, SharePoint, Writing, Guides, Social Media, XML, Word, Dreamweaver, Adobe Acrobat, Linux, Software Documentation, SDLC, Technical Communication, Content Management, MadCap Flare, Requirements Analysis, Microsoft Office, DITA, Workflow, JIRA, Business Requirements, Microsoft Word, Atlassian JIRA, Confluence, Agile Methodologies, Quality Assurance, Testing
Education
Rutgers University – Camden 1984 — 1990
BA, English Literature
Rutgers University – Camden
BA English Literature, English Language and Literature, General
Alex Rybakov's Bear Stearns Securities Corp Experience June 2002 - December 2004
Job Associate Attorney
Industry Law Practice
Experience
Law Offices of Michael S. Lamonsoff, PLLC September 2013 - Present
KRENTSEL & GUZMAN, LLP March 2011 - September 2013
Ingber & Gelber, LLP August 2008 - March 2011
Columbia University February 2007 - March 2011
Emmet, Marvin & Martin, LLP September 2005 - February 2007
Bear Stearns Securities Corp June 2002 - December 2004
Barbara Sobel Office May 2001 - August 2001
Skills
Personal Injury..., Court Appearances, Depositions, Case Managment, Client Co-ordination, Legal Writing, Legal Research, Litigation, Courts, Civil Litigation, Personal Injury, Westlaw, Appeals, Trials, Trademarks, Commercial Litigation
Education
Seton Hall University School of Law 2005 — 2009
JD, Law Practice
Seton Hall University School of Law 2005 — 2009
Juris Doctor, Intellectual
Law Offices of Michael S. Lamonsoff, PLLC September 2013 - Present
KRENTSEL & GUZMAN, LLP March 2011 - September 2013
Ingber & Gelber, LLP August 2008 - March 2011
Columbia University February 2007 - March 2011
Emmet, Marvin & Martin, LLP September 2005 - February 2007
Bear Stearns Securities Corp June 2002 - December 2004
Barbara Sobel Office May 2001 - August 2001
Skills
Personal Injury..., Court Appearances, Depositions, Case Managment, Client Co-ordination, Legal Writing, Legal Research, Litigation, Courts, Civil Litigation, Personal Injury, Westlaw, Appeals, Trials, Trademarks, Commercial Litigation
Education
Seton Hall University School of Law 2005 — 2009
JD, Law Practice
Seton Hall University School of Law 2005 — 2009
Juris Doctor, Intellectual
Patricia Montecinos Patricia Montecinos's Bear Stearns Securities Corp Experience August 1998 - September 1999
Job Financial Analyst / Expense Management at MetLife
Industry Insurance
Experience
MetLife July 2011 - Present
Liberty Mutual Insurance May 2008 - March 2011
Credit Suisse July 2007 - March 2008
Citi July 2004 - March 2006
Citi August 2003 - July 2004
Citi September 1999 - August 2003
Bear Stearns Securities Corp. August 1998 - September 1999
Skills
Account Reconciliation, Financial Modeling, Forecasting, Finance, Financial Reporting, Analysis, Variance Analysis, Management, Internal Audit, Financial Analysis, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
MetLife July 2011 - Present
Liberty Mutual Insurance May 2008 - March 2011
Credit Suisse July 2007 - March 2008
Citi July 2004 - March 2006
Citi August 2003 - July 2004
Citi September 1999 - August 2003
Bear Stearns Securities Corp. August 1998 - September 1999
Skills
Account Reconciliation, Financial Modeling, Forecasting, Finance, Financial Reporting, Analysis, Variance Analysis, Management, Internal Audit, Financial Analysis, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Anita Mehta's Bear Stearns Securities Corp Experience September 1996 - May 2001
Job Vice President / Product Manager / Business Analyst
Industry Financial Services
Experience
Citi January 2006 - July 2014
Fidelity Investments / National Financial Services (NFS) June 2005 - December 2005
Fiserv Securities, Inc. March 2002 - June 2005
Smart Card Alliance August 2001 - November 2001
Bear Stearns Securities Corp. September 1996 - May 2001
Essex Investment Group / Capital Markets, Inc. January 1994 - October 1996
Skills
Securities, Fixed Income, Financial Services, Product Management, Product Development, Web applications, Financial Systems..., Trading Systems, Mutual Funds, Hedge Funds, Equities, Derivatives, Investment Banking, Asset Management, Trading, Bloomberg, Alternative Investments, ETFs, Electronic Trading, Prime Brokerage, Identity Management, Order Management, Execution and Order..., Middle Office, Financial Systems Design, Capital Markets, Risk Management, Investments, Website Development
Education
University of Rochester 1987 — 1991
Bachelor's Degree
William E. Simon School of Business
Citi January 2006 - July 2014
Fidelity Investments / National Financial Services (NFS) June 2005 - December 2005
Fiserv Securities, Inc. March 2002 - June 2005
Smart Card Alliance August 2001 - November 2001
Bear Stearns Securities Corp. September 1996 - May 2001
Essex Investment Group / Capital Markets, Inc. January 1994 - October 1996
Skills
Securities, Fixed Income, Financial Services, Product Management, Product Development, Web applications, Financial Systems..., Trading Systems, Mutual Funds, Hedge Funds, Equities, Derivatives, Investment Banking, Asset Management, Trading, Bloomberg, Alternative Investments, ETFs, Electronic Trading, Prime Brokerage, Identity Management, Order Management, Execution and Order..., Middle Office, Financial Systems Design, Capital Markets, Risk Management, Investments, Website Development
Education
University of Rochester 1987 — 1991
Bachelor's Degree
William E. Simon School of Business
Gina DiCarlo-Vetter's Bear Stearns Securities Corp Experience December 1999 - March 2008
Job Team Manager, ECM Canadian Region
Industry Information Technology and Services
Experience
Gartner June 2015 - Present
Gartner June 2014 - Present
J.P. Morgan March 2008 - June 2014
Bear Stearns Securities Corp December 1999 - March 2008
Salomon Brothers January 1993 - December 1998
Skills
Derivatives, Fixed Income, Equities, Prime Brokerage, Equity Derivatives, Options, Swaps, Alternative Investments, Hedge Funds, Securities, Risk Management, Investment Banking, Trading Systems, Settlement, Bloomberg, Capital Markets, Trading, Middle Office, Leadership, Financial Services, Management, Analysis
Education
University of South Florida 1988 — 1992
B.S., Business Administration and Economics
Gartner June 2015 - Present
Gartner June 2014 - Present
J.P. Morgan March 2008 - June 2014
Bear Stearns Securities Corp December 1999 - March 2008
Salomon Brothers January 1993 - December 1998
Skills
Derivatives, Fixed Income, Equities, Prime Brokerage, Equity Derivatives, Options, Swaps, Alternative Investments, Hedge Funds, Securities, Risk Management, Investment Banking, Trading Systems, Settlement, Bloomberg, Capital Markets, Trading, Middle Office, Leadership, Financial Services, Management, Analysis
Education
University of South Florida 1988 — 1992
B.S., Business Administration and Economics
Kim Ahmanson's Bear Stearns Securities Corp Experience 1994 - 1998
Job Insurance Agent at New York Life
Industry Financial Services
Experience
New York Life June 2014 - Present
Union Bank 2008 - 2012
Fist Republic Securities Company, LLC 2006 - 2007
Citigroup Private Bank 1998 - 2006
Citi 1998 - 2006
Bear Stearns Securities Corp. 1994 - 1998
Skills
Investments, Alternative Investments, Securities, Risk Management, Portfolio Management, Asset Allocation, Private Banking, Management, Financial Risk, Wealth Management, Venture Capital, Fixed Income, Investment Advisory, Internal Audit, Financial Services, Finance, Hedge Funds, Banking, Asset Management, Capital Markets, Equities, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1992
Master of Business Administration (MBA), Accounting and Finance
University of Richmond 1983 — 1987
Bachelor of Science (BS), Finance, General
New York Life June 2014 - Present
Union Bank 2008 - 2012
Fist Republic Securities Company, LLC 2006 - 2007
Citigroup Private Bank 1998 - 2006
Citi 1998 - 2006
Bear Stearns Securities Corp. 1994 - 1998
Skills
Investments, Alternative Investments, Securities, Risk Management, Portfolio Management, Asset Allocation, Private Banking, Management, Financial Risk, Wealth Management, Venture Capital, Fixed Income, Investment Advisory, Internal Audit, Financial Services, Finance, Hedge Funds, Banking, Asset Management, Capital Markets, Equities, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1992
Master of Business Administration (MBA), Accounting and Finance
University of Richmond 1983 — 1987
Bachelor of Science (BS), Finance, General
Roman Perchikov's Bear Stearns Securities Corp Experience August 2004 - April 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan July 2010 - Present
Vicis Capital, LLC May 2008 - March 2010
Bear Stearns Securities Corp August 2004 - April 2008
Citi June 2003 - August 2004
Citi June 2000 - June 2003
Skills
Hedge Funds, Corporate Actions, Settlements, Options, Prime Brokerage, Fixed Income, Equities, Derivatives, Securities Lending, Swaps, Settlement, Teamwork, Middle Office, Outstanding time..., Financial Services, Securities, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BS, Finance
JP Morgan July 2010 - Present
Vicis Capital, LLC May 2008 - March 2010
Bear Stearns Securities Corp August 2004 - April 2008
Citi June 2003 - August 2004
Citi June 2000 - June 2003
Skills
Hedge Funds, Corporate Actions, Settlements, Options, Prime Brokerage, Fixed Income, Equities, Derivatives, Securities Lending, Swaps, Settlement, Teamwork, Middle Office, Outstanding time..., Financial Services, Securities, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BS, Finance
Martin Kalisker's Bear Stearns Securities Corp Experience May 1999 - January 2002
Job President, Synergy Metrowest, Inc.
Industry Real Estate
Experience
Synergy Metrowest, Inc. September 2007 - Present
ERA Boston Real Estate Group July 2006 - January 2008
Private Hedge Fund Manager January 2002 - May 2006
Bear, Stearns Securities Corp May 1999 - January 2002
Bear, Stearns Securities Corp. May 1999 - January 2002
Arthur Andersen June 1986 - October 1998
Skills
Residential Homes, Buyer Representation, Real Estate, Condos, Relocation, Sales, Commercial Real Estate, Referrals, Sellers, Real Property, Leadership, Investment Properties, Listings, First Time Home Buyers, Short Sales, Foreclosures, Single Family Homes, Real Estate Transactions, Investors, REO, New Home Sales, Management, Property Management, Buyers
Education
Colorado State University 1982 — 1986
BSBA, Accounting
Synergy Metrowest, Inc. September 2007 - Present
ERA Boston Real Estate Group July 2006 - January 2008
Private Hedge Fund Manager January 2002 - May 2006
Bear, Stearns Securities Corp May 1999 - January 2002
Bear, Stearns Securities Corp. May 1999 - January 2002
Arthur Andersen June 1986 - October 1998
Skills
Residential Homes, Buyer Representation, Real Estate, Condos, Relocation, Sales, Commercial Real Estate, Referrals, Sellers, Real Property, Leadership, Investment Properties, Listings, First Time Home Buyers, Short Sales, Foreclosures, Single Family Homes, Real Estate Transactions, Investors, REO, New Home Sales, Management, Property Management, Buyers
Education
Colorado State University 1982 — 1986
BSBA, Accounting
Gina Guarnaccia's Bear Stearns Securities Corp Experience 2000 - April 2009
Job Vice President at Genesis Trading
Industry Financial Services
Experience
Genesis Trading January 2011 - Present
IRC Securities April 2009 - November 2010
Bear Stearns Securities Corp. 2000 - April 2009
Skills
Hedge Funds, Series 7, Equities, Capital Markets, Investment Banking, Licensing, Bloomberg, Options, Securities, Electronic Trading, Private Equity
Education
State University of New York at Albany 1996 — 2000
Bachelor of Arts (B.A.), Economics
Genesis Trading January 2011 - Present
IRC Securities April 2009 - November 2010
Bear Stearns Securities Corp. 2000 - April 2009
Skills
Hedge Funds, Series 7, Equities, Capital Markets, Investment Banking, Licensing, Bloomberg, Options, Securities, Electronic Trading, Private Equity
Education
State University of New York at Albany 1996 — 2000
Bachelor of Arts (B.A.), Economics
Michael J Firriolo's Bear Stearns Securities Corp Experience 2000 - August 2009
Job Technical Advisor at Morpolytics, LLC
Industry Information Technology and Services
Experience
Morpolytics, LLC October 2009 - Present
JPMorgan Chase 2008 - August 2009
Bear Stearns January 2000 - August 2009
Bear Stearns Securities Corp. 2000 - August 2009
Donaldson, Lufkin & Jenrette 1998 - 2000
PR Newswire January 1996 - 1998
The Cooper Union 1995 - 1996
Kearfott Guidance and Navigation 1983 - 1996
Education
The Cooper Union for the Advancement of Science and Art 1982 — 1985
MEME
The Cooper Union for the Advancement of Science and Art 1978 — 1982
BEME
Morpolytics, LLC October 2009 - Present
JPMorgan Chase 2008 - August 2009
Bear Stearns January 2000 - August 2009
Bear Stearns Securities Corp. 2000 - August 2009
Donaldson, Lufkin & Jenrette 1998 - 2000
PR Newswire January 1996 - 1998
The Cooper Union 1995 - 1996
Kearfott Guidance and Navigation 1983 - 1996
Education
The Cooper Union for the Advancement of Science and Art 1982 — 1985
MEME
The Cooper Union for the Advancement of Science and Art 1978 — 1982
BEME
Victoria D. Rudman's Bear Stearns Securities Corp Experience 2000 - 2002
Job CFO Consultant
Industry Financial Services
Experience
CFO Consulting Services (Sole Proprietorship) January 2015 - Present
Kalytera Therapeutics, Inc March 2015 - Present
Intelligent Living Inc. November 2013 - November 2014
Intelligent Living, Inc. August 2013 - November 2013
FEEL GOLF CO., INC. April 2013 - August 2013
FEEL GOLF CO., INC. February 2013 - April 2013
Intelligent Living Inc. November 2012 - December 2012
Independent Contractor and Consultant 2005 - 2011
Morgan Stanley 2003 - 2005
Bear Stearns Securities Corp 2000 - 2002
Skills
Account Management, Banking, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Business Process..., Business Strategy, Change Management, Customer Service, Due Diligence, Entrepreneurship, Executive Management, Financial Analysis, Financial Modeling, Human Resources, Leadership, Market Research, Marketing Strategy, Mergers & Acquisitions, Negotiation, New Business Development, Product Development, Project Management, Research, Risk Management, Team Leadership, Project Planning, Public Relations, Public Speaking, Start-ups, Strategic Planning, Strategic Partnerships, Healthy Lifestyles, Nutraceuticals, Employee Wellness..., Fitness Industry, Press Releases, SEC filings, Technology Integration, Technology Solution..., Microsoft Office
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
CFO Consulting Services (Sole Proprietorship) January 2015 - Present
Kalytera Therapeutics, Inc March 2015 - Present
Intelligent Living Inc. November 2013 - November 2014
Intelligent Living, Inc. August 2013 - November 2013
FEEL GOLF CO., INC. April 2013 - August 2013
FEEL GOLF CO., INC. February 2013 - April 2013
Intelligent Living Inc. November 2012 - December 2012
Independent Contractor and Consultant 2005 - 2011
Morgan Stanley 2003 - 2005
Bear Stearns Securities Corp 2000 - 2002
Skills
Account Management, Banking, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Business Process..., Business Strategy, Change Management, Customer Service, Due Diligence, Entrepreneurship, Executive Management, Financial Analysis, Financial Modeling, Human Resources, Leadership, Market Research, Marketing Strategy, Mergers & Acquisitions, Negotiation, New Business Development, Product Development, Project Management, Research, Risk Management, Team Leadership, Project Planning, Public Relations, Public Speaking, Start-ups, Strategic Planning, Strategic Partnerships, Healthy Lifestyles, Nutraceuticals, Employee Wellness..., Fitness Industry, Press Releases, SEC filings, Technology Integration, Technology Solution..., Microsoft Office
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
Andrew Nopper's Bear Stearns Securities Corp Experience January 1991 - August 1995
Job Financial Services Professional
Industry Financial Services
Experience
JEREMIAH ASSOCIATES LLC January 2009 - June 2010
CITIGROUP - SMITH BARNEY (SB) August 2001 - April 2008
NICHOLS, SAFINA, LERNER & CO., INC August 1995 - January 1998
BEAR STEARNS SECURITIES CORP January 1991 - August 1995
DEAN WITTER CAPITAL MARKETS September 1986 - April 1990
E. F. HUTTON & COMPANY, INC June 1983 - September 1986
KIDDER, PEABODY & CO., INC August 1979 - June 1983
Skills
Financial Reporting, Securities, Hedge Funds, Financial Services, Investments, Investment Banking, Portfolio Management, Financial Analysis, Equities, Executive Management, Finance
Education
St. Francis College
Bachelor of Science, Accounting
JEREMIAH ASSOCIATES LLC January 2009 - June 2010
CITIGROUP - SMITH BARNEY (SB) August 2001 - April 2008
NICHOLS, SAFINA, LERNER & CO., INC August 1995 - January 1998
BEAR STEARNS SECURITIES CORP January 1991 - August 1995
DEAN WITTER CAPITAL MARKETS September 1986 - April 1990
E. F. HUTTON & COMPANY, INC June 1983 - September 1986
KIDDER, PEABODY & CO., INC August 1979 - June 1983
Skills
Financial Reporting, Securities, Hedge Funds, Financial Services, Investments, Investment Banking, Portfolio Management, Financial Analysis, Equities, Executive Management, Finance
Education
St. Francis College
Bachelor of Science, Accounting
Brett Yarkon's Bear Stearns Securities Corp Experience June 2000 - August 2002
Job Director Head of Capital Introduction at Cowen Prime Services LLC
Industry Financial Services
Experience
Cowen Prime Services, LLC September 2015 - Present
Concept Capital Markets, LLC June 2014 - Present
Israel A. Englander & Co. June 2009 - June 2014
Guggenheim Advisors August 2002 - December 2008
Bear Stearns Securities Corp. June 2000 - August 2002
Education
University of Delaware 1995 — 2000
BS, Finance
Cowen Prime Services, LLC September 2015 - Present
Concept Capital Markets, LLC June 2014 - Present
Israel A. Englander & Co. June 2009 - June 2014
Guggenheim Advisors August 2002 - December 2008
Bear Stearns Securities Corp. June 2000 - August 2002
Education
University of Delaware 1995 — 2000
BS, Finance
Tom Canale's Bear Stearns Securities Corp Experience May 1995 - April 1998
Job Sr Prime Brokerage Margin ManagerVP at Scotia Capital
Industry Financial Services
Experience
Scotia Capital January 2011 - Present
UBS Inv. Bank April 1998 - February 2011
Bear Stearns Securities Corp May 1995 - April 1998
Bear Stearns February 1995 - April 1998
Wells Fargo Advisors December 1993 - May 1995
Education
Temple University - Fox School of Business and Management
BBA, Management
Scotia Capital January 2011 - Present
UBS Inv. Bank April 1998 - February 2011
Bear Stearns Securities Corp May 1995 - April 1998
Bear Stearns February 1995 - April 1998
Wells Fargo Advisors December 1993 - May 1995
Education
Temple University - Fox School of Business and Management
BBA, Management
Christopher Amico's Bear Stearns Securities Corp Experience 2004 - 2006
Job Regional Nobel Procera Specialist at Nobel Biocare
Industry Medical Devices
Experience
Nobel Biocare March 2014 - August 2015
Nobel Biocare September 2012 - March 2014
Dentsply (Formerly Astra Tech Inc.) October 2008 - September 2012
J.P. Morgan January 2005 - October 2008
Bear Stearns Securities Corp. 2004 - 2006
Skills
Driven, Diligent, Product Knowledge, Agile, Selling, Finance, Portfolio Management, Salesforce.com, Sales Management, Sales Process, Sales, New Business Development, Business Development, CRM, Product Development, Team Building, Account Management, Capital Equipment, Medical Devices, Management, Agile Methodologies, Data Driven Testing, Product Launch, Marketing Strategy, Investments, Sales Operations, Fixed Income, Securities, Cold Calling, Sales Presentations
Education
Hofstra University 2001 — 2004
BS, Health Care Admin/Finance
Chaminade High School 1997 — 2001
OLM 1991 — 1997
Grammar School
Nobel Biocare March 2014 - August 2015
Nobel Biocare September 2012 - March 2014
Dentsply (Formerly Astra Tech Inc.) October 2008 - September 2012
J.P. Morgan January 2005 - October 2008
Bear Stearns Securities Corp. 2004 - 2006
Skills
Driven, Diligent, Product Knowledge, Agile, Selling, Finance, Portfolio Management, Salesforce.com, Sales Management, Sales Process, Sales, New Business Development, Business Development, CRM, Product Development, Team Building, Account Management, Capital Equipment, Medical Devices, Management, Agile Methodologies, Data Driven Testing, Product Launch, Marketing Strategy, Investments, Sales Operations, Fixed Income, Securities, Cold Calling, Sales Presentations
Education
Hofstra University 2001 — 2004
BS, Health Care Admin/Finance
Chaminade High School 1997 — 2001
OLM 1991 — 1997
Grammar School
Beverly Dey's Bear Stearns Securities Corp Experience January 1996 - May 2008
Job Associate, JPMorgan Clearing Corp.
Industry Banking
Experience
JPMorgan Chase March 2008 - Present
Bear Stearns Securities Corp January 1996 - May 2008
Skills
Bloomberg, Securities, Prime Brokerage, Financial Services, Equities, Investment Banking, Cash Management, Fixed Income, Middle Office, Settlement, Capital Markets
Education
St. Francis College 1991 — 1995
B.S., Business Management
JPMorgan Chase March 2008 - Present
Bear Stearns Securities Corp January 1996 - May 2008
Skills
Bloomberg, Securities, Prime Brokerage, Financial Services, Equities, Investment Banking, Cash Management, Fixed Income, Middle Office, Settlement, Capital Markets
Education
St. Francis College 1991 — 1995
B.S., Business Management
Goli Kamangar's Bear Stearns Securities Corp Experience April 2001 - 2006
Job
Industry
Experience
Salem Partners LLC 2006 - Present
Bear Stearns Securities Corp April 2001 - 2006
Thomas Weisel Partners April 1995 - June 1999
Education
University of California, Berkeley
Bachelor's Degree
Salem Partners LLC 2006 - Present
Bear Stearns Securities Corp April 2001 - 2006
Thomas Weisel Partners April 1995 - June 1999
Education
University of California, Berkeley
Bachelor's Degree
Todd Travia's Bear Stearns Securities Corp Experience May 1998 - 2008
Job Executive Director , Sales at J.P.Morgan Clearing Corp
Industry Financial Services
Experience
J.P.Morgan Clearing Corp 1998 - Present
J.P. Morgan May 1998 - Present
Bear Stearns Securities Corp. May 1998 - 2008
Pershing, a BNY Mellon company 1991 - 1998
Skills
Equities, Fixed Income, Hedge Funds, Investment Banking, Securities, Asset Management, Series 7, Investments, Prime Brokerage
Education
doane academy
The Peddie School 1981 — 1985
Ohio Wesleyan University 1986 — 1989
J.P.Morgan Clearing Corp 1998 - Present
J.P. Morgan May 1998 - Present
Bear Stearns Securities Corp. May 1998 - 2008
Pershing, a BNY Mellon company 1991 - 1998
Skills
Equities, Fixed Income, Hedge Funds, Investment Banking, Securities, Asset Management, Series 7, Investments, Prime Brokerage
Education
doane academy
The Peddie School 1981 — 1985
Ohio Wesleyan University 1986 — 1989
Carla Catanzaro's Bear Stearns Securities Corp Experience May 1995 - April 2001
Job Vice President at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon July 2007 - Present
Saks Fifth Avenue November 2005 - November 2006
Bella October 2002 - November 2005
Millennium Management April 2001 - October 2002
Bear Stearns Securities Corp May 1995 - April 2001
Skills
Fixed Income, Hedge Funds, Financial Services, Banking, Bloomberg, Asset Management, Alternative Investments, Financial Markets, Strategic Planning, Structured Finance, AML, Wealth Management, Sales, FX Options, Bonds, Team Building, Customer Service, Financial Analysis, Management
Education
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Psychology
Bank of New York Mellon July 2007 - Present
Saks Fifth Avenue November 2005 - November 2006
Bella October 2002 - November 2005
Millennium Management April 2001 - October 2002
Bear Stearns Securities Corp May 1995 - April 2001
Skills
Fixed Income, Hedge Funds, Financial Services, Banking, Bloomberg, Asset Management, Alternative Investments, Financial Markets, Strategic Planning, Structured Finance, AML, Wealth Management, Sales, FX Options, Bonds, Team Building, Customer Service, Financial Analysis, Management
Education
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Psychology
Julie Earp's Bear Stearns Securities Corp Experience 1997 - 1998
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
AETEA Information Technology 1998 - 2003
Bear Stearns Securities Corp. 1997 - 1998
DTCC 1996 - 1997
Tucker Anthony / John Hancock Clearing Corp. 1990 - 1993
Skills
IT Project & Program..., Business Analysis, Budgets, HRIS, Operations Management, Analysis, Requirements Analysis, Nonprofits
Education
Georgetown University - The McDonough School of Business 1993 — 1995
Master of Business Administration (MBA)
Bates College 1986 — 1990
Bachelor of Arts (B.A.), French Language and Literature
AETEA Information Technology 1998 - 2003
Bear Stearns Securities Corp. 1997 - 1998
DTCC 1996 - 1997
Tucker Anthony / John Hancock Clearing Corp. 1990 - 1993
Skills
IT Project & Program..., Business Analysis, Budgets, HRIS, Operations Management, Analysis, Requirements Analysis, Nonprofits
Education
Georgetown University - The McDonough School of Business 1993 — 1995
Master of Business Administration (MBA)
Bates College 1986 — 1990
Bachelor of Arts (B.A.), French Language and Literature
Julie Villena's Bear Stearns Securities Corp Experience January 2000 - March 2000
Job Senior Client Associate at J.P.Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2009 - Present
Bear Stearns & Company April 2000 - September 2009
Bear Stearns Securities Corp. January 2000 - March 2000
Magnum International Securities Philippines, Inc. January 1997 - August 1999
Dharmala Securities Philippines, Inc. June 1995 - December 1996
Skills
Mutual Funds, Wealth Management, Asset Allocation, Series 7, Alternative Investments, Bloomberg, Equities, Series 63, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Investments, Client On-boarding, Microsoft Excel, Financial Analysis, Onboarding
Education
De La Salle University
Bachelor of Arts (B.A.), Economics
De La Salle University
Bachelor of Science (B.S.), Finance, General
UC Berkeley Extension
Certificate Program, Finance, General
Benedictine Abbey School
J.P. Morgan Asset Management October 2009 - Present
Bear Stearns & Company April 2000 - September 2009
Bear Stearns Securities Corp. January 2000 - March 2000
Magnum International Securities Philippines, Inc. January 1997 - August 1999
Dharmala Securities Philippines, Inc. June 1995 - December 1996
Skills
Mutual Funds, Wealth Management, Asset Allocation, Series 7, Alternative Investments, Bloomberg, Equities, Series 63, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Investments, Client On-boarding, Microsoft Excel, Financial Analysis, Onboarding
Education
De La Salle University
Bachelor of Arts (B.A.), Economics
De La Salle University
Bachelor of Science (B.S.), Finance, General
UC Berkeley Extension
Certificate Program, Finance, General
Benedictine Abbey School
Valery Okuneva's Bear Stearns Securities Corp Experience July 2006 - October 2008
Job IB Operations Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2008 - April 2013
Bear Stearns Securities Corp July 2006 - October 2008
Skills
Equities, User Acceptance Testing, Client Liaison, Troubleshooting, Training
Education
SUNY Albany 2002 — 2006
Bachelor of Science (BS), Psychology
JPMorgan Chase October 2008 - April 2013
Bear Stearns Securities Corp July 2006 - October 2008
Skills
Equities, User Acceptance Testing, Client Liaison, Troubleshooting, Training
Education
SUNY Albany 2002 — 2006
Bachelor of Science (BS), Psychology
MaElena Gonzalez's Bear Stearns Securities Corp Experience March 1998 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
GLI Logistics, Inc September 2010 - Present
Bear Stearns Securities Corp. March 1998 - May 2010
J.P. Morgan Asset Management 2008 - 2010
Education
University of Phoenix 2008 — 2010
BBA, Business Administration and Management, General
GLI Logistics, Inc September 2010 - Present
Bear Stearns Securities Corp. March 1998 - May 2010
J.P. Morgan Asset Management 2008 - 2010
Education
University of Phoenix 2008 — 2010
BBA, Business Administration and Management, General
Jaquelin Simo-Perez's Bear Stearns Securities Corp Experience January 1993 - November 1999
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon November 1999 - March 2012
BNY Mellon 1999 - 2012
Bear Stearns Securities Corp January 1993 - November 1999
Skills
Retirement, Customer Service, Securities, Mutual Funds, Banking, Credit, Equities, Financial Analysis, Finance, Wealth Management, Loans, Financial Services, Account Reconciliation, Project Management, Tax Reporting
Education
RC Career Institute 2013 — 2013
Certificate, Business Administration & Computerized Bookkeeping Professional, A
Baruch College 1984 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Investments
BNY Mellon November 1999 - March 2012
BNY Mellon 1999 - 2012
Bear Stearns Securities Corp January 1993 - November 1999
Skills
Retirement, Customer Service, Securities, Mutual Funds, Banking, Credit, Equities, Financial Analysis, Finance, Wealth Management, Loans, Financial Services, Account Reconciliation, Project Management, Tax Reporting
Education
RC Career Institute 2013 — 2013
Certificate, Business Administration & Computerized Bookkeeping Professional, A
Baruch College 1984 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Investments
Susan Kornish's Bear Stearns Securities Corp Experience November 1993 - February 1998
Job Retail Bank Ops IRA Specialist at GE Capital
Industry Financial Services
Experience
GE Capital October 2013 - Present
Royal Alliance/Advisor Group May 2007 - August 2013
Pershing, a BNY Mellon company July 2000 - February 2006
First Investors November 1999 - June 2000
Bear Stearns Securities Corp. November 1993 - February 1998
Skills
Senior Retirement..., Answer approximately..., Processing Fed Fund..., Process corrections and..., Assist Advisors with..., Knowledge of..., ·Confirmed IRS..., ·Calculated RMD for..., ·Initiated ACAT,..., ·Related information..., ·Provided information..., ·Initiated Limited..., ·Initiated loan..., ·Corrected erroneous..., ·Initiated corrections..., ·Set up mutual fund..., Maintain knowledge and..., Initiate Roth IRA...
Education
CUNY New York City College of Technology
GE Capital October 2013 - Present
Royal Alliance/Advisor Group May 2007 - August 2013
Pershing, a BNY Mellon company July 2000 - February 2006
First Investors November 1999 - June 2000
Bear Stearns Securities Corp. November 1993 - February 1998
Skills
Senior Retirement..., Answer approximately..., Processing Fed Fund..., Process corrections and..., Assist Advisors with..., Knowledge of..., ·Confirmed IRS..., ·Calculated RMD for..., ·Initiated ACAT,..., ·Related information..., ·Provided information..., ·Initiated Limited..., ·Initiated loan..., ·Corrected erroneous..., ·Initiated corrections..., ·Set up mutual fund..., Maintain knowledge and..., Initiate Roth IRA...
Education
CUNY New York City College of Technology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY