Experience
BNY Mellon Wealth Management  December 2014 - Present
Kingsley Gate, Inc.   September 2013 - December 2014
US Trust  March 2012 - September 2013
Bernstein Global Wealth Management   2004 - 2012
AlphaGraphics  1996 - 2005
Sodexo  1997 - 2000
Nortel Networks  1994 - 1997
Electronic Data Systems  1988 - 1994

Skills
Investments, Alternative Investments, Portfolio Management, Finance, Estate Planning, Investment Strategies, Corporate Finance, Retirement, Asset Managment, Asset Management

Education
University of Oklahoma   1986 — 1988
Bachelor of Science (BS), Finance

The University of Texas at Austin   1984 — 1985

Holland Hall School, Tulsa Oklahoma

Experience
Zachary Scott   April 2007 - Present
Bernstein Global Wealth Management   November 2004 - April 2007
Accessor Capital Management  2003 - 2004
BondHub   2001 - 2002

Skills
Investment Banking, Trading, Securities, Alternative Investments, Mergers, Equities

Education
Swarthmore College   1997 — 2001
BA, Economics, Political Science

Lake Washington   1995 — 1997

Experience
Kanaly Trust, LTA  April 2013 - Present
Bernstein Global Wealth Management   October 2003 - January 2013
Texex Energy Partners, L.P   January 2001 - May 2003
CIBC Oppenheimer  January 1999 - January 2001

Skills
Retirement Planning, Estate Planning, Asset Managment, Asset Allocation, Portfolio Management, Investments, Wealth Management, Financial Modeling, Private Equity, Valuation, Risk Management, Financial Analysis, Due Diligence, Corporate Finance, Series 7, Equities, Financial Advisory, Wealth Management..., Mutual Funds, Investment Management, Asset Management

Education
The University of Texas at Austin   1994 — 1999
BA, Economics

The Kinkaid School

Experience
TMP Worldwide  November 2014 - Present
Upstate Boys LLC   April 2014 - Present
Propel Marketing  August 2013 - March 2014
TMP Worldwide  September 2011 - March 2014
Bernstein Global Wealth Management   April 2009 - August 2011
Egami Digital IMC   August 2008 - April 2009
Ledgent  April 2006 - August 2008
James Daniel & Associates   February 2005 - April 2006
Los Angeles Unified School District  August 2003 - October 2004

Skills
Integrated Marketing, Marketing Strategy, Facebook, Social Media Marketing, Marketing Communications, Social Media, Leadership, Social Networking, Public Speaking, Digital Strategy, Project Management, Strategic Communications, Marketing, Market Research, Advertising, Entrepreneurship, Copywriting, Management, Google Analytics, Strategy, New Business Development, Google Adwords, Recruiting

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2010
MBA

University of California, Los Angeles   1999 — 2003
BA

Experience
Fifth Third Bank  September 2015 - Present
Fifth Third Bank  July 2013 - August 2015
Bernstein Global Wealth Management   April 2012 - May 2013
Bernstein Global Wealth Management   July 2010 - May 2013
Ameriprise Financial  February 2008 - June 2010
Penmor lithographers   May 2000 - February 2008

Skills
Asset Allocation, Series 7, series 66, Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Finance, Financial Goals, Financial Analysis, Asset Management, Investments, Mutual Funds, Portfolio Management, Equities, Financial Modeling, Hedge Funds, Valuation, Investment Advisory

Education
The Ohio State University   2014 — 2015
Executive Certificate, Financial Planning

University of Tampa   2012 — 2013
Master of Science (M.S.), Finance

University of Southern Maine - School of Business   2005 — 2007
BS, Business Administration - Marketing

University of the Virgin Islands

Virginia Polytechnic Institute and State University

Experience
Bernstein Global Wealth Management   2010 - Present
Commerce National Bank  August 2007 - May 2010
Target  May 2008 - August 2008

Skills
Asset Allocation, Marketing, Microsoft Excel, Leadership, PowerPoint, Social Media, Microsoft Office, Customer Service, Sales, Public Speaking, Human Resources, Management

Education
Texas A&M University   2007 — 2009
Bachelor of Arts (B.A.), Communications

Experience
Stratose  June 2014 - Present
Prospective Healthcare Solutions   February 2014 - Present
Chicago Yacht Club Foundation   September 2006 - December 2014
Wealth Enhancement Group  May 2013 - January 2014
J.P. Morgan   March 2009 - May 2013
Bernstein Global Wealth Management   July 2006 - December 2008
Viant (now MultiPlan)   December 2000 - January 2006
First Health Group Corp  1992 - 2000

Skills
Sales & Marketing..., Claims Management, Strategic Financial..., New Business Development, Strategy, Leadership, Management, Insurance, Finance, Maintaining Strong..., Sales, Risk Management, Health Insurance, Retirement Planning, Financial Services, Sales Management, Medicare/Medicaid..., Managed Care, CRM, Asset Allocation, B2B, Healthcare Reimbursement, Workers Compensation, Capital Markets, Healthcare Analytics, Cost Management, Medical Staff..., Key Account..., Go-to-market Strategy, Interpersonal Skill, Investment Banking, ACOs, Strategic Planning

Education
The George Washington University
BA, Economics

Kellogg Graduate School of Management   2005 — 2005
Executive Education Program, Accelerating Sales Force Performance

Experience
Bernstein Global Wealth Management   December 2005 - Present

Skills
Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Investments, Private Equity, Investment Management, Investment Strategies, Wealth Management, Portfolio Management, Valuation, Mutual Funds, Series 7, Fixed Income, Venture Capital, Investment Advisory, Financial Modeling, Capital Markets, Equity Research

Education
Rockhurst University   1986 — 1990
BSBA Business Administration, Marketing

Experience
Fiduciary Investment Advisors, LLC  December 2014 - Present
Fiduciary Investment Advisors, LLC  August 2014 - December 2014
Bernstein Global Wealth Management   July 2012 - May 2014
Montrose Advisors, Inc.   June 2009 - June 2012
Darden Restaurants  June 2005 - September 2009
SUNY Potsdam  January 2007 - May 2009

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Networking, Public Speaking, Microsoft Word, Administrative..., Outlook, Social Media, Access, Fundraising, Event Planning, Facebook, Office Management, Time Management, Research, Training, Customer Service, Process Scheduler, Investments, Word, Excel, Adobe Acrobat, Spreadsheets, Administrative Support, Customer Relations, Internet Explorer, Typing, English, Telephone Skills, Scheduling, Administration, Writing, Twitter, Blogging, Business Development, Disaster Recovery, iPhone, Notary Public, Windows, Proofreading, Networking, Leadership, Asset Management, Marketing, Portfolio Management, Mutual Funds, Communication, Strategy

Education
State University of New York College at Potsdam   2005 — 2009
B.A., Political Science, Pre-Law

Pine Bush High School   2001 — 2005
High School Diploma, General Education

Experience
Revitas  September 2015 - Present
Hersha Hospitality Trust  January 2015 - July 2015
Kynetic   November 2011 - January 2015
Bernstein Global Wealth Management   August 2010 - November 2011
The Graham Company  August 2007 - July 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Photoshop, Event Planning, Sales, Travel Planning, Research, Strategic Planning, Management, Customer Service, Team Building, Communication, Leadership

Education
Rutgers University
Bachelor of Arts (B.A.), Art History

Experience
AllianceBernstein  June 2007 - Present
Morgan Stanley Smith Barney  October 2002 - June 2007
Bernstein Global Wealth Management   August 2000 - October 2002

Education
University of Arizona   1996 — 2000
Bachelor of Science, Finance

University of Florence   1998 — 1998

Experience
LabCorp  March 2013 - Present
Bernstein Global Wealth Management   September 2010 - February 2013
American Medical Systems  May 2003 - September 2010
DIANON Systems  December 1991 - May 2003
U.S. Army   May 1988 - September 1991

Skills
Sales Management, Cross-functional Team..., Medical Devices, New Business Development, Oncology, Urology, Dermatology, Selling, Sales, Hardware Diagnostics, Management, Healthcare, Leadership, Market Development, Product Launch, Sales Operations, Strategic Planning, Strategy, Team Building, Training

Education
United States Military Academy at West Point   1984 — 1988
B.S., Foreign Area Studies

Experience
Foundation, PEO Solutions   July 2013 - May 2015
GE  August 2012 - June 2013
GE Healthcare  July 2011 - August 2012
GE Healthcare  April 2009 - July 2011
Bernstein Global Wealth Management   March 2007 - December 2008
Alphastaff  1997 - 2008
Pfizer Inc  September 2004 - March 2007
Pfizer Inc  July 2004 - September 2004
Pfizer Inc  February 2003 - July 2004
Pfizer Inc  July 1998 - February 2003

Skills
Strategic Planning, Sales Management, Team Leadership, Project Management, Market Analysis, Cross-functional Team..., Team Building, Business Development, Managed Care, Healthcare, Pharmaceutical Industry, Pharmaceutical Sales, Sales, Cardiology, Program Management, Sales Operations, Management, Medical Devices, Contract Negotiation, Strategy, Leadership, New Business Development, Product Launch, Sales Effectiveness, Product Development, Business Strategy, Start-ups, Training, Marketing Strategy, Selling, Leadership Development, Product Management, Competitive Analysis, Coaching, Marketing, Business Planning

Education
Saint Joseph's University - Erivan K. Haub School of Business   2003 — 2005
MBA, Pharmaceutical Marketing

Webster University   1986 — 1989
MA, Management

Vanderbilt University   1979 — 1983
Bachelor of Arts (BA), History

Experience
City National Rochdale  January 2014 - Present
Blue Cure Foundation   March 2012 - March 2014
Bernstein Global Wealth Management   March 2010 - December 2013
Wachovia Bank  October 2006 - December 2008
World Savings  May 2001 - October 2006
SciProof, LLC   1998 - 2003
MD Anderson Cancer Center  June 1999 - May 2001

Skills
Asset Management, Wealth Transfer and..., Asset Allocation, Investments, Wealth Management, Risk Management, Financial Planning, Estate Planning, Planned Giving, Leadership, Strategic Financial..., Alternative Investments, Sales Management, Asset Managment, Strategy, Mortgage Lending, Financial Analysis, Banking, Management, Finance, Financial Services, Portfolio Management, Series 7, Equities, Investment Strategies, Loans, Financial Advisory, Executive Management, Valuation, Fixed Income, Mutual Funds, Retirement Planning, Funding, Relationship Management, Wealth, Investment Management, Financial Modeling, Securities, Credit, Mergers & Acquisitions, Due Diligence, Investment Advisory, Hedge Funds, Credit Analysis, Capital Markets, Investment Banking, Private Equity, Financial Risk

Education
2016 Level III Candidate in the CFA Program

The University of Texas Health Science Center at Houston   1996 — 2000
Masters of Science, Biochemistry and Molecular Biology

Texas A&M University   1990 — 1995
Bachelors of Science, Biomedical Science

Experience
Fidelity Investments  November 2014 - Present
Fidelity Investments  August 2012 - November 2014
XacBank   June 2011 - September 2011
State Street Bank  February 2011 - May 2011
Bernstein Global Wealth Management   June 2007 - August 2010
RJ Ahmann Company  September 2004 - November 2006

Skills
FINRA Series 7, FINRA Series 63, Market Analysis, Market Research, Risk Management, International Business, International Relations, Emerging Markets, Proposal Writing, Financial Modeling, Team Leadership, Training & Development, Staff Training, Leadership, Analysis, Series 7, CRM, Strategy

Education
Tufts University - The Fletcher School of Law and Diplomacy   2010 — 2012
Master of International Business, Global Financial Services and International Consultancy

St. Olaf College   2000 — 2004
BA, Economics & English Literature, Management Studies

William Fremd High School

Experience
Bernstein Global Wealth Management   June 2000 - Present
Bernstein Global Wealth Management   June 2000 - Present
Cordis Cardiology, Johnson and Johnson   June 1997 - June 2000

Skills
Series 7

Education
United States Military Academy at West Point   1988 — 1992
Bachelor of Science, Business, Minor in Systems Engineering

Experience
Pickwick Capital Partners   April 2010 - Present
Bernstein Global Wealth Management   2005 - 2009
IntraLinks  2004 - 2004
Langer and Company   1990 - 2003
3i Ventures   1985 - 1990
Businessland, Inc.   1983 - 1985
Gartner, Inc.   1982 - 1983
IBM  1980 - 1982

Skills
New Business Development, Business Development, Strategy, Start-ups, Business Planning, Financial Services, Strategic Partnerships, Entrepreneurship, Investments, Private Equity, Executive Management, Management, Venture Capital, CRM, Management Consulting, Leadership, Investment Banking

Education
Ha-Ulpan

Other
Other, Six exec mgmt programs including IBM’s Advanced Mgmt School and Harvard's President's Class

Simmons College
B.S., Chemistry

Winthrop High School

Experience
Intel Corporation  October 2014 - Present
Intel (via Kelly Services)   November 2013 - October 2014
Bernstein Global Wealth Management   February 2012 - November 2013
Fisher Investments  August 2008 - March 2011

Skills
Financial Analysis, Financial Modeling, Sales, Analysis, Investments, Strategic Planning, Project Planning, Data Analysis, Management, Strategy, New Business Development, Asset Allocation, CRM, Microsoft Excel, Marketing Strategy, Portfolio Management, Strategic Financial..., Team Leadership, Series 7, Research, Marketing

Education
Portland State University - School of Business   2009 — 2011
MBA, Finance, Management

University of Idaho   2005 — 2008
BS, Management & Human Resources, Marketing

Experience
Bernstein Global Wealth Management   January 2011 - Present
Bernstein Global Wealth Management   July 2004 - December 2010
Fidelity Investments  August 1997 - July 2004

Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Strategies, Retirement Planning, Estate Planning, Financial Modeling, Equities, Risk Management, Investment Management, Strategy, Financial Services, Financial Advisory, Capital Markets, Finance, Wealth

Education
Southern Methodist University - Cox School of Business   2002 — 2004
MBA, Finance & Financial Consulting

The University of Texas at Arlington   1994 — 1998
BBA, Finance

Experience
Bernstein Global Wealth Management   June 2003 - Present

Skills
Asset Management, Alternative Investments, Asset Managment, Private Equity, Hedge Funds, Business Strategy, Business Planning, Entrepreneurship, Strategic Partnerships, Venture Capital, Mergers & Acquisitions, Due Diligence, Investments, Management, Corporate Development, Strategic Planning, Valuation, Start-ups

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA

University of California, Los Angeles
Bachelor of Arts (B.A.)

Experience
Allianz Global Investors  June 2015 - Present
Bernstein Global Wealth Management   April 2014 - May 2015
Artisan Partners  October 2012 - February 2014
Grosvenor Capital Management  March 2011 - September 2012
AllianceBernstein  2005 - 2011
Price Waterhouse Coopers  1989 - 1996

Skills
Hedge Funds, Series 7, Fixed Income, Investment Strategies, Client Service, Equities, Financial Services, Business Development, Management, Real Estate, Alternative Investments, Mutual Funds, Investments, Asset Allocation, Financial Advisory, Portfolio Management, Client Services, Investment Management, Asset Management, Private Equity, Insurance, Investment Advisory, Wealth Management

Education
University of Maryland College Park   1987 — 1989
Robert H. Smith School of Business - Bachelor of Science, Accounting

Rutgers University-New Brunswick   1984 — 1986
Economics

Experience
jtscully.md@gmail.com   December 2010 - June 2012
Wizard Wall & Cling Photo   August 2010 - December 2010
Wachovia Wealth Management  February 2009 - June 2010
Convergent Wealth Advisors  November 2001 - October 2008
Bernstein Global Wealth Management   March 1998 - April 2001
Paine Webber  1995 - 1998
Spectrum Capital Group   1991 - 1994
Carey Financial Corporation   1987 - 1991

Education
Archmere Academy

Temple University - Fox School of Business and Management
MBA, Finance

University of Delaware - Lerner College of Business and Economics
BS, Business Administration

Experience
RPX Corporation  August 2013 - Present
BlackRock  November 2010 - August 2013
Bernstein Global Wealth Management   April 2009 - November 2010
Capital Group  January 2005 - March 2009
Bear, Stearns & Co. Inc.   August 2003 - December 2004

Skills
series 7, series 63, ETFs, Private Client Services, Equities, Fixed Income, Mutual Funds, Asset Managment, Investment Management, Asset Allocation, Financial Advisory, Asset Management, Alternative Investments, Series 7, Series 63, Management, Financial Modeling, Portfolio Management, Investments

Education
University of California, Berkeley - Walter A. Haas School of Business   2012 — 2014
Master of Business Administration (MBA)

University of Notre Dame   1999 — 2003
Bachelor of Business Administration (BBA), Finance

De La Salle High School   1995 — 1999

Experience
Peoples Mortgage Company  May 2015 - Present
Ogletree Deakins  January 2015 - April 2015
Bernstein Global Wealth Management   April 2002 - April 2014
PwC  May 1999 - February 2002
Midas International  March 1995 - May 1999
KPMG US  February 1990 - March 1995

Skills
PowerPoint, Office Management, Customer Service, Microsoft Office, Microsoft Excel, Administrative..., Outlook, Training, Management, Event Planning, Invoicing, Marketing, Process Scheduler, Public Relations, Accounting, Research, Calendars, Fax, Expense Reports, Executive Support, Public Speaking, Microsoft Word, Administration, Sales, Team Building, Social Networking, Strategic Planning, Leadership, Teaching

Education
Thornridge High School   1985 — 1989

Robert Morris University
Business Law & Business English

Experience
Baker Hughes  May 2013 - Present
B&W Fluid Dynamics   2011 - 2013
Momentum Biofuels   2006 - 2010
Bernstein Global Wealth Management   2005 - 2006

Skills
Microsoft Office, Project Management, Oil & Gas, QuickBooks, Computer Proficiency, Organizational..., Time Management, Event Planning, Office Management, eCRM, Microsoft Expression, Concur, SharePoint, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Social Media, Project Planning, Management, SAP, Social Media Marketing, Human Resources

Education
Texas A&M University   1999 — 2004
Bachelor's Degree

Experience
ValueScope, Inc.   June 2015 - Present
Youtoo Technologies   December 2009 - June 2015
Bernstein Global Wealth Management   2007 - 2009
Point Capital Partners  2003 - 2007
DG Systems  2002 - 2003

Skills
Entrepreneurship, Venture Capital, Start-ups, Strategic Partnerships, Private Equity, Mergers & Acquisitions, Digital Media, Due Diligence, Management, Angel Investing, New Business Development, Strategy, Digital Strategy, New Media, Strategic Planning, Software Patents, Business Method Patents, Intellectual Property, Financial Modeling, Oil & Gas Industry, Patents, Patent Litigation

Education
United States Military Academy at West Point   1991 — 1994
Bachelor of Science (B.S.), Foreign Area Sudies / Computer Science

Experience
AlphaSights  July 2015 - Present
Whitney Bank  September 2014 - November 2014
Bernstein Global Wealth Management   June 2014 - August 2014
Tulane University Burkenroad Reports   January 2014 - May 2014
Morgan Stanley Wealth Management  June 2013 - August 2013

Skills
Microsoft Excel, Financial Accounting, Conversational Spanish, Microsoft Office, Analysis, Insurance, Customer Satisfaction, Access, Sales, Finance, Public Speaking, Marketing, Banking, Team Leadership, Investments, Accounting, Portfolio Management

Education
Tulane University - A.B. Freeman School of Business   2011 — 2015
Bachelor of Science in Management, Finance, Junior

Rutgers Preparatory School   2007 — 2011

Tulane University

Experience
POPSUGAR  October 2009 - Present
POPSUGAR  October 2008 - October 2009
Specific Media  June 2007 - September 2008
Specific Media  October 2006 - June 2007
Advertising.com  August 2005 - October 2006
Time Inc.  July 2004 - August 2005
Bernstein Global Wealth Management   September 2003 - April 2004

Skills
CRM, Digital Marketing, Social Media, Digital Strategy, Team Management, Start-ups, Project Management, Marketing, Management, Integrated Marketing, Digital Media, Online Advertising, Advertising, Mobile Marketing, Online Marketing

Education
University of Arizona   2000 — 2003
Bachelor of Science (B.S.), Communication and Media Studies

Experience
Bernstein Global Wealth Management   July 2013 - Present
Admissions Office, Pomona College   August 2012 - May 2013
Sagehen Capital Management  August 2011 - May 2013
Sawaya Segalas  May 2012 - August 2012

Skills
Financial Modeling, Microsoft Excel, PowerPoint, Euromonitor, Research, Capital IQ, Economics, Financial Analysis, Finance

Education
Pomona College   2009 — 2013
Bachelor of Arts (B.A.), English

Experience
Enterprise Rebirth Advisory   September 2014 - Present
Open Medicine Foundation (Neuro-immune Disease Support)   August 2014 - Present
Boys Town NY   January 2014 - Present
Loughlin Management Partners + Co  2014 - Present
Cold Spring Management LLC   February 2013 - December 2014
International Securities Exchange (ISE)   September 2006 - February 2013
Bernstein Global Wealth Management   September 2005 - September 2006
BNY Mellon, BNY Brokerage Division   January 2004 - September 2004
Instinet Incorporated  February 1995 - June 2003
City of Houston, Fire Department  1993 - 1994

Skills
Strategic Planning, Senior Executive..., Operations Management, Risk Management, Crisis Management, Business Development, Strategic HR, Operational Efficiency, Cost Management, Acquisition Integration, Talent Management, Project Portfolio..., Process Improvement, P&L Management, Change Management, Mergers & Acquisitions, Vendor Management, Performance Management, Organizational..., Leadership, Executive Management, Program Management, Management, Team Building, Leadership Development, Human Resources, Budgets, Analysis, Portfolio Management, Investments, Finance, Training, Financial Services, Electronic Trading, Securities, Business Process..., Management Consulting, Trading, Equities, Series 7, Options, Hedge Funds, Fixed Income, Capital Markets, Derivatives, Trading Systems, FINRA, Strategy, Board Development

Education
The University of Texas at Austin   1985 — 1989
Bachelor of Arts (B.A.), Psychology

St. Mary's University   1991 — 1993
Master of Arts (M.A.), Industrial and Organizational Psychology

Experience
Bernstein Global Wealth Management   October 1997 - Present
Merrill Lynch  July 1975 - September 1997

Education
Saint Louis University   1969 — 1972

Experience
On the market - open to servant leader opportunities   July 2015 - Present
Family Members   October 2012 - Present
Tobin College of Business Alumni Association, St. John's University   April 2011 - Present
YOR Health, Inc.   September 2011 - September 2014
St. John's University   September 2009 - January 2011
Graduate-Level Executive-In-Residence Program (EIRP), St. John’s University   September 2010 - December 2010
GLOBE GAP (Global Loan Opportunities for Budding Entrepreneurs) (Graduate Affiliate Program)   September 2010 - December 2010
Bernstein Global Wealth Management   August 2007 - February 2009
Economics and Finance Society, St. John’s Chapter Executive Board   September 2005 - May 2007
Merrill Lynch  September 2006 - December 2006

Skills
Social Media, Social Media Marketing, Financial Modeling, Financial Analysis, Valuation, Asset Managment, Non-profits, Strategic Planning, Marketing Strategy, Business Strategy, Volunteer Management, Volunteering, International Trade, Travel Planning, Travel, Travel Management, Travel Photography, Adventure Travel, International Relations, International Sales, International Project..., International..., International Law, International Tax, International Logistics, Team Leadership, Leadership Development, Leadership, Strategic Leadership, Youth Mentoring, Campus Ministry, Catholic, Catholic Social Teaching, Catholic Theology, Catholic education, Christianity, Christian Ministry, Christian Counseling, Christian Education, Christian Leadership, Christian Theology, Christian Ethics, New Business Development, Business Development, Business Planning, Social Entrepreneurship, Entrepreneurship, Microfinance, Venture Philanthropy, Venture Capital

Education
Saint John's University - Peter J. Tobin College of Business   2009 — 2011
Master of Business Administration (MBA), International Business, 3.78 GPA

Saint John's University - Peter J. Tobin College of Business   2003 — 2007
Bachelor of Science, Cum Laude, Finance, 3.52 GPA, with Honors

Experience
UBS Private Wealth Management  November 2014 - Present
UBS Private Wealth Management  February 2009 - November 2014
Bernstein Global Wealth Management   January 2006 - February 2009
Adviser Investments  September 2004 - January 2006

Education
Syracuse University - Martin J. Whitman School of Management   2000 — 2004
Bachelor's Degree, Finance, General

Gorham High School   1996 — 2000
Gorham, Maine

Experience
AllianceBernstein  October 2002 - Present
Bernstein Global Wealth Management   2002 - Present
Aching Dogs Theatre Company   2004 - 2011
Aching Dogs Theatre Company   2008 - 2008
Penske Capital Partners   1999 - 2001

Skills
Administrative..., Adobe Acrobat, Microsoft Word, PowerPoint, Customer Service, Data Entry, Social Networking, Social Media, Facebook, Editing, Office Management, QuickBooks, Public Speaking, Event Planning, Access

Education
State University of New York College at Oneonta   1992 — 1996
BA, Theatre

University of Buffalo

Experience
Bernstein Global Wealth Management   May 2014 - Present
InterCall  January 2013 - July 2013
United Parcel Service  January 2011 - December 2012
United Parcel Service  August 2010 - December 2010
Rider University  September 2009 - August 2010
Rider University  2009 - 2010

Skills
PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Account Management, Leadership, Salesforce.com

Education
Rider University   2009 — 2010
MBA, Finance

Rider University   2005 — 2008
BSBA, Economics

Experience
Capital Group  February 2015 - Present
Bernstein Global Wealth Management   June 2013 - December 2014
Bernstein Global Wealth Management   January 2012 - May 2013
Bernstein Global Wealth Management   January 2010 - December 2011
Bernstein Global Wealth Management   June 2008 - December 2009

Skills
Management, Finance, Investments, Asset Management, Alternative Investments, Equities, Investment Strategies, Microsoft Excel, Hedge Funds, Financial Analysis, Investment Management, Microsoft Office

Education
SUNY Oneonta   2004 — 2008
Bachelor of Science (B.S.), Business Economics Concentration in Finance

Experience
Robert Half International  2013 - Present
Bernstein Global Wealth Management   April 2010 - 2013
Command Financial (purchased R.S. Rosenbaum & Co., Inc.)   May 1998 - April 2010

Skills
Strategic Planning, Salesforce.com, New Business Development, Marketing, Account Management, Business Development, Strategy, Project Management, Finance, CRM, Mergers & Acquisitions, Lead Generation, Sales, SaaS, Strategic Partnerships

Education
State University of New York College at Oswego   1996 — 1998
BA, Graphic Design

Experience
Ridgegate Investment Management   October 2014 - Present
MACRO Wealth Advisors, Inc.   February 2014 - October 2014
J.P. Morgan   March 2010 - February 2014
J.P. Morgan   November 2012 - December 2013
J.P. Morgan   May 2011 - December 2013
J.P. Morgan   May 2011 - December 2013
Love For Kids   July 2007 - December 2013
Bernstein Global Wealth Management   February 2007 - January 2010

Skills
Investment Management, Wealth Management, Asset Management, Strategy, Investments, Management, Financial Analysis, Strategic Planning, Asset Allocation, Mergers & Acquisitions, Portfolio Management, Due Diligence, Leadership, Financial Modeling

Education
Texas Tech University   1988 — 1994
B.B.A.

Experience
Bernstein Global Wealth Management   September 2004 - Present
Robert Half International  December 1997 - September 2004

Skills
Investments, New Business Development, Asset Management, Private Equity, Mergers, Alternative Investments, Financial Analysis, Asset Allocation, Asset Managment, Business Development

Education
Texas A&M University   1991 — 1995
BA, Speech Communication & Business Management

Experience
Wells Fargo Advisors, LLC.   October 2009 - Present
Bernstein Global Wealth Management   2009 - 2011

Education
Saint Mary's College of California   1989 — 1992

Experience
Bernstein Global Wealth Management   February 2001 - Present

Education
University of Southern California - Marshall School of Business   1998 — 2000
MBA

United States Naval Academy   1987 — 1991
BS, Engineering

Experience
The Northern Trust Company  December 2013 - Present
Bernstein Global Wealth Management   January 2010 - December 2013
Johnson & Johnson  2001 - 2009
Rehrig Pacific Company  1995 - 2001

Skills
Biotechnology, Pharmaceutical Industry, Mergers, Product Development, Valuation, Business Development, Due Diligence, Financial Analysis, Cross-functional Team..., Strategic Financial..., Product Marketing, Negotiation, Entrepreneurship, Business Planning, Product Management, Finance, Strategy, Alternative Investments, Leadership, Mergers & Acquisitions, Contract Negotiation

Education
University of California, Los Angeles - The Anderson School of Management   2007 — 2009
MBA, Finance, General

University of Illinois at Urbana-Champaign   1991 — 1995
BS, Mechanical Engineering, Minor in Manufacturing Engineering

Waukegan West High School   1987 — 1991
High School

Experience
Briar Hall LLC  June 2014 - Present
Bernstein Global Wealth Management   July 2006 - June 2014
MB Financial Bank  December 2002 - June 2006

Skills
CERTIFIED FINANCIAL..., Series 7, Series 63, Series 9, Series 10, Asset Management, Wealth Management, FINRA, Estate Planning, Financial Modeling

Education
Purdue University   1998 — 2002
BS, Financial Counseling & Planning

Glenbard West High School   1994 — 1998

Experience
Bernstein GLobal Wealth Management   Vice PresidentAllianceBernstein2004 - Present
Walk Capital Partners, LLC   March 2000 - April 2004
Fleet Bank  May 1992 - January 2000

Education
Smith College
B.A., American Studies, Economics

Tufts University - The Fletcher School of Law and Diplomacy
M.A., International Economic

Experience
United Capital Financial Advisers, LLC  June 2014 - Present
SEI  July 2010 - June 2014
Bernstein Global Wealth Management   June 2008 - July 2010
Option One Mortgage Corporation  2004 - 2007

Education
Susquehanna University   1998 — 2002
BA, Finance

Emmaus High School   1994 — 1998

Experience
ICONIQ Capital  August 2013 - Present
Bernstein Global Wealth Management   July 2011 - August 2013
Hanson Bridgett  June 2008 - July 2011
McQuaid Bedford & Van Zandt LLP  June 2004 - June 2008

Education
University of California, Berkeley   2002 — 2006
Public Health

Experience
Morgan Stanley Smith Barney  May 2011 - Present
Bernstein Global Wealth Management   November 1998 - May 2011
Bernstein Global Wealth Management   November 1998 - May 2011

Education
State University of New York College at Oswego   1992 — 1996
BA, Spanish & Interpersonal Communications

State University of New York College at Oswego   1992 — 1996
BA, Spanish/Interpersonal Communications

Experience
Edward Jones Investment Co.  June 2015 - Present
Urban Miner LLC   March 2014 - May 2015
BlackRock  February 2012 - March 2014
BlackRock  August 2008 - January 2012
Bernstein Global Wealth Management   July 2003 - July 2008
HD VEST FINANCIAL SERVICES  July 2002 - June 2003
TCW Investment Management Company   February 2001 - May 2002

Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Equities, Risk Management, Bonds, Business Development, Series 63, Investment Strategies, FINRA, Series 65, Options, Capital Markets, Asset Allocation

Education
Trinity University
Bachelor of Science in Business Administration, Finance

Maret School

Experience
Bernstein Global Wealth Management   January 2009 - Present
Bernstein Global Wealth Management   May 2004 - January 2009

Skills
Investment Management, Asset Management, Wealth Management, Alternative Investments, Asset Allocation, Wealth Management..., Retirement Planning, Trusts, Private Equity, Strategic Planning, Portfolio Management, Estate Tax Planning, Asset Managment, Series 7, Investment Strategies, Estate Planning

Education
University of Alabama   1986 — 1990

Experience
Kaufman Realty Group   July 2013 - Present
Scout Properties   August 1994 - May 2015
Deutsche Bank Securities  September 2011 - July 2013
Bernstein Global Wealth Management   May 2009 - June 2011
AllianceBernstein  May 2009 - June 2011
Avondale Capital   August 2002 - May 2009
Sevista Technologies   January 2001 - January 2002
Outweb  September 1999 - October 2000
Portman Companies   March 1989 - August 1994
KPMG Peat Marwick  September 1986 - March 1989

Skills
Wealth Management, Financial Services, Strategy, Asset Allocation, Market Research, Business Development, Sales, Asset Managment, Estate Planning, Financial Advisory, Finance, Due Diligence, Real Estate Economics, Asset Management, Investment Strategies, Financial Analysis, Investment Properties, Commercial Real Estate, Start-ups, Mergers & Acquisitions, Budgets, New Business Development, Investments, Real Estate, Management, Real Estate Development

Education
The Ohio State University   1981 — 1986
B.S. - Bus Adm, Marketing & Accounting - double major

Experience
Tolleson Wealth Management  September 2015 - Present
J.P. Morgan   August 2011 - September 2015
Bernstein Global Wealth Management   August 2007 - July 2011
United States Air Force  August 2002 - June 2007

Education
Southern Methodist University   2008 — 2009
Certificate, Financial Planning

Webster University   2005 — 2008
M.A., Management and Leadership

Texas A&M University - Mays Business School   1997 — 2002
B.B.A, Marketing

Experience
RediClinic  December 2007 - Present
bernstein global wealth management   March 2007 - December 2007

Education
Texas Tech University   2001 — 2006
BS in Human Development and Family Studies

Experience
Bernstein Global Wealth Management   June 2014 - Present
Jewish Federation of Broward County  July 2013 - June 2014
Beth Israel Deaconess Medical Center  August 2012 - February 2013
Vanderbilt University Hillel   June 2010 - June 2011
Vanderbilt University Hillel   August 2008 - June 2010

Skills
Leadership, Program Development, Fundraising, Asset Allocation, Wealth Management, Non-profits, Community Outreach, Planned Giving, Grants, Event Planning, Program Management, Board Relations, Leadership Development, Annual Giving, Program Evaluation, Event Management, Volunteer Management, Nonprofits, Grant Writing, Public Speaking, Organizational..., Social Networking

Education
Brandeis University, Heller - The Heller School for Social Policy and Management   2011 — 2013
MBA/MA, Nonprofit Management & Jewish Professional Leadership

City University of New York-Queens College   2005 — 2008
BA, Politcal Science

Nassau County EMS Academy   2007 — 2008
EMT-B, Medical

Experience
Wells Fargo Bank  November 2011 - Present
The University of Texas Health Science Center at Houston  September 1995 - Present
Retina Research Foundation, Inc.   1995 - Present
Alley Theatre  1990 - Present
St. Luke's Episcopal Health System   March 2010 - February 2013
Bernstein Global Wealth Management   June 2009 - July 2011
JPMorgan Chase  1975 - 2008

Skills
Portfolio Management, Capital Markets, Investment Management, Securities, Asset Allocation, Credit, Investment Banking, Financial Services, Asset Management, Financial Modeling, Financial Analysis, Investments, Strategic Financial..., Treasury Management, Series 63, Financial Structuring, Risk Management, Alternative Investments, Mergers & Acquisitions, Wealth Management, Bonds, Banking, Series 7, Financial Advisory, Management, Fixed Income, Loans, Hedge Funds, Commercial Lending, Credit Analysis, Finance, Commercial Banking, Cash Management, Due Diligence, Private Equity, Corporate Finance, Executive Management, Equities, Valuation, Mutual Funds, Derivatives, Relationship Management, Credit Risk, Mortgage Lending, Investment Strategies, Structured Finance

Education
Sweet Briar College   1971 — 1975
BA, Economics and Politics

University of Southampton   1973 — 1974

Experience
Jefferies  August 2015 - Present
Bank of America Merrill Lynch  September 2013 - August 2015
Man Investments  July 2012 - September 2013
J&W Seligman  August 2009 - July 2012
Morgan Stanley  October 2006 - November 2008
Crosslink Capital  April 2005 - October 2006
Piper Jaffray  August 2003 - April 2005
Banc of America Securities  June 1999 - August 2003
Lehman Brothers  April 1997 - May 1999
Bernstein Global Wealth Management   1995 - 1997

Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity

Education
Pepperdine University   1991 — 1995
BS, Business Administration

Flathead High School

Experience
UBS Private Wealth Management  September 2014 - Present
J.P. Morgan   May 2010 - August 2014
Bernstein Global Wealth Management   June 2007 - May 2010
Morgan Stanley  December 2006 - April 2007
Morgan Stanley  June 2006 - December 2006

Education
Sewanee-The University of the South   2002 — 2006

Experience
Shell Trading  January 2008 - Present
Bank of New York Mellon  August 2007 - December 2007
Bernstein Global Wealth Management   February 2006 - August 2007
Bank One  January 2002 - March 2003

Education
Southwestern University   1997 — 2001
BA, Finance

Experience
Sloan Wealth Management   2010 - Present
Bernstein Global Wealth Management   2008 - 2010
Semantra, Inc.   2004 - 2008
Metrowerks, a Motorola company   2001 - 2004
MobileGateway   2000 - 2004

Education
The University of Texas at Austin - Red McCombs School of Business   1993 — 1995
MBA, Finance, Entrepreneurship

The University of Texas at Austin   1987 — 1991
BBA, Marketing

Experience
Matrix Asset Advisors  September 2009 - Present
Bernstein Global Wealth Management   June 2007 - December 2008
Bank of New York Mellon  2003 - 2007
AllianceBernstein  September 1999 - May 2003

Skills
Asset Management, Asset Managment, Equities, Asset, Alternative Investments, Hedge Funds, Asset Allocation, Investments, Investment Management, Fixed Income, Portfolio Management, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investment Strategies, Financial Analysis, Series 7

Education
University of California, Berkeley, Haas School of Business   1973 — 1977
MBA, Marketing Management

University of Missouri-Columbia   1967 — 1972
BS, Industrial Engineerig

Experience
Helomics  April 2014 - Present
Abbott Vascular  March 2012 - April 2014
Bernstein Global Wealth Management   May 2011 - March 2012
Helomics  October 2008 - May 2011
Genzyme Biosurgery  July 2002 - October 2008

Skills
Medical Devices, Surgeons, Cath Lab, Stents, Portfolio Management, Product Launch, Market Development, Operating Room, Biotechnology, Marketing, Sales Force Development, Sales Operations, Investments

Education
The University of Texas at Austin   1994 — 1997
BS, Advertising

Experience
Wall Street Week  August 2015 - Present
Texas Creek Holdings   July 2015 - Present
Amara Beverage Company   May 2014 - Present
Cardigan Mountain School  January 2010 - Present
Private Banking and Investment Group at Merrill Lynch   July 2007 - Present
U.S. Ski and Snowboard Association   July 2006 - April 2015
Marin Catholic High School  July 2013 - October 2014
San Francisco Ballet  January 2006 - June 2013
Bay Area Discovery Museum  July 2004 - June 2010
Bernstein Global Wealth Management   January 1996 - July 2007

Skills
Wealth Management, Risk Management, Portfolio Management, Portfolio Optimization, Asset Allocation, Business Development, Strategic Planning, Innovation, Quantitative Analytics, Alternative Investments, Hedge Funds, Asset Management, Asset Managment, Financial Advisory, Financial Analysis, Investment Strategies, Investments, Private Equity, Strategy, Entrepreneurship, Investment Management, Investment Advisory, Capital Markets, Strategic Financial..., Wealth Management..., Options, Hedging, Commodity, Financial Markets, ETFs, Fixed Income, Financial Modeling, Finance, Management

Education
Colorado State University   2011 — 2013
Masters in Agriculture Sciences, Integrated Resource Management

Southern Methodist University   1984 — 1989
B.S., Civil Engineering

Jesuit College Preparatory   1980 — 1984

Experience
Bernstein Global Wealth Management   May 1998 - Present
Wilson Ellington Capital Management, Inc   1992 - 1998
Euro Spread Brokers, Inc.   September 1990 - 1991

Skills
Estate Planning, Investment Strategies, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds

Education
The University of Texas at Austin   1986 — 1990
BBA, Marketing, Finance

Experience
Bleakley, Schwartz, Cooney & Finney, LLC   March 2007 - October 2009
Bernstein Global Wealth Management   June 2003 - October 2006
UBS  May 2000 - June 2003

Skills
Financial Planning, Series 7, Investments, Portfolio Management, Asset Management, Wealth Management, Retirement Planning, Strategic Financial..., Alternative Investments, Equities, Securities, Hedge Funds, Fixed Income, Investment Advisory, Series 63, Asset Allocation

Education
Penn State University   2005 — 2009
Bachelor's Degree, Economics and International Business

Experience
Avery Dennison Corporation  January 2015 - Present
Avery Dennison Corporation  2009 - Present
Avery Dennison Corporation  2007 - 2009
Bernstein Global Wealth Management   2003 - 2007

Skills
Project Management, Business Process..., Cross-functional Team..., Financial Analysis, Forecasting, Process Improvement, Six Sigma, Continuous Improvement, Business Strategy, Strategic Planning, New Business Development, Strategy, Management, Risk Management, Analysis, Sarbanes-Oxley Act, Investments

Education
Princeton University
Woodrow Wilson School of Public and International Affairs