Experience
National Football League  November 2010 - Present
Sony  April 2009 - October 2010
National Football League  January 2000 - April 2009
CIBC Oppenheimer   December 1998 - January 2000
USMC  December 1994 - January 1999

Skills
Microsoft Exchange, Microsoft Certified..., ITIL, MCITP, Microsoft Certified..., Microsoft Certified..., Active Directory, Virtualization, Windows Server, VMware, DNS, Disaster Recovery, DHCP

Education
Campbell University

Thomas Edison State College

Experience
Symmetry Peak Management LLC   January 2006 - Present
Alkeon Capital Management  January 2002 - January 2006
CIBC Oppenheimer   August 1998 - January 2002

Education
Lehigh University   1993 — 1997
Bachelor of Science (BS), Chemical Engineering

Experience
J.P. Morgan   March 2012 - Present
FBR Capital Markets  July 2010 - February 2012
KeyBanc Capital Markets  February 2007 - July 2010
Libra Securities LLC   February 2003 - February 2007
CIBC Oppenheimer   May 1995 - February 2003
Merrill Lynch Capital Markets  August 1989 - May 1995

Skills
Debt, Mergers, Lodging, Investment Banking, Strategic Advisory, Financial Services, Investment Advisory, Mergers & Acquisitions, Private Equity, Wealth Management, Restructuring, Management

Education
University of Virginia - Darden Graduate School of Business Administration   1987 — 1989
MBA, Finance

University of Pennsylvania Law School   1980 — 1983
JD, Law

Rutgers University-New Brunswick   1976 — 1980
BA, Political Science

Haddon Heights

Experience
LotusFlare   June 2014 - Present
Facebook  April 2012 - June 2014
TeleSign  March 2011 - March 2012
GEP Worldwide  June 2000 - February 2011
Citysearch.com  July 1999 - June 2000
CIBC Oppenheimer   July 1998 - July 1999
Avery Dennison  September 1992 - July 1998
Johnson & Johnson  July 1989 - September 1992

Skills
Entrepreneur, Mobile Software, Mobile Security, SMS, Mobile Applications, Cloud Computing, Data Management, SaaS, Management Consulting, Outsourcing, Business Strategy, Global Operations, Corporate Finance, Strategy, Entrepreneurship

Education
Harvard Business School   1997 — 1998
MBA

University of Missouri-Rolla   1985 — 1987
Master of Science (M.S.), Chemistry

Experience
Campton Private Equity Advisors   2006 - Present
Futterman Dupree Dodd Croley Maier LLP  2014 - Present
Discern Securities, Inc.   2013 - Present
Columbia West Capital  2010 - 2013
VenCap International   2002 - 2006
San Francisco State University  2002 - 2003
Bear, Stearns & Co.   2000 - 2001
CIBC Oppenheimer   1997 - 2000
Santa Monica College  1994 - 1997
Children's Creative Workshop   1987 - 1997

Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Investment Banking, Investments, Corporate Development, Fund Of Funds, Corporate Finance, IPO, Due Diligence, Valuation, Strategic Partnerships, Financial Modeling, Alternative Investments, Investment Management, Private Placements, Telecommunications, Financial Structuring, Corporate Law

Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance

University of California, Hastings College of the Law
JD

University of California, Los Angeles
BA, Economics

CFA Institute
CFA Charterholder, Finance

CAIA Association
CAIA Charterholder, Alternative Investments

Experience
The Junior League of Houston   February 2015 - Present
Joseph M. Graham, Jr.   November 2013 - February 2015
Officenet   March 2012 - November 2013
Bancnet, Inc.   December 1998 - January 2010
CIBC Oppenheimer   June 1997 - November 1998
Rives Carlberg  July 1994 - June 1997
Memorial Hermann Healthcare System  June 1993 - June 1994

Skills
Public Relations, Account Management, Management, Strategic Planning, New Business Development, Business Development, Project Management, Negotiation, Email Marketing, Strategy, Website Development, Event Management, Advertising, Customer Service, Human Resources, Marketing

Education
Sam Houston State University   1984 — 1988
BA, English, Journalism

Sam Houston State University
Bachelor of Arts (B.A.), English/Journalism

Experience
Prudential Financial  July 2015 - Present
JPMorgan Chase  January 2001 - March 2014
eFrontiers   2000 - 2000
CIBC Oppenheimer   1999 - 2000
Greenrock Research   1996 - 1999
JMG Financial Group, LTD  1993 - 1996

Skills
Asset Managment, Hedge Funds, Mutual Funds, Equities, Series 7, Investments, Wealth Management, Asset Allocation, Investment Management, Fixed Income, Series 63, Private Equity, Asset Management, Financial Advisory, Investment Advisory

Education
Northern Illinois University   1990 — 1993
JD

The University of Chicago   1982 — 1987
AB

Glenbrook North High School   1978 — 1982

Experience
JPMorgan Chase  October 2003 - September 2012
CIBC Oppenheimer   August 2000 - October 2003
Brown Brothers Harriman  June 1999 - August 2000

Education
Siena College

St. John's University

Experience
Mediaocean  November 2007 - Present
WM Financial Services  June 2007 - August 2007
MyCorporation by Intuit   November 2006 - April 2007
Deutsche Bank  October 2006 - November 2006
Washington Mutual  January 2006 - September 2006
DriveTime  July 2003 - August 2005
CIBC Oppenheimer   March 1998 - January 2000

Skills
Training, Software Documentation, Hands-on Training, Training Delivery, Analysis, Learning Management, Business Analysis, Customer Service, Instructional Design, Blended Learning, Process Improvement, CRM, Instructor-led Training, Employee Training, Microsoft Office, Account Management, Vendor Management, Needs Analysis, E-Learning, Sales, Workshop Facilitation, Performance Improvement, ADDIE, WebEx, Analytics, Business Process, Program Management, Technical Training, Training Facilitation, Customer Experience, Business Process..., Troubleshooting

Education
El Camino College

Experience
JRooftop Productions   February 2005 - Present
CIBC Oppenheimer   1997 - 2004
JP Morgan  1993 - 1997

Education
Claremont McKenna College   1989 — 1993
B.A., Economics

Experience
US Bank  November 2005 - Present
GE Capital  September 1998 - October 2005
CIBC Oppenheimer   December 1996 - September 1998
Wells Fargo  September 1978 - December 1996
BP  1974 - 1978

Skills
Asset Based Lending, Commercial Banking, Credit Analysis, Loans, Leveraged Finance, Capital Markets, Credit, Portfolio Management, Banking, Underwriting, Mergers, Corporate Finance, Middle Market, Due Diligence, Finance, Investment Banking, Mergers & Acquisitions, Financial Modeling, Risk Management, Financial Risk

Education
University of Southern California - Marshall School of Business   1979 — 1981
MBA

Tulane University   1970 — 1974
BS

Experience
Holland Capital Management LLC   July 2014 - Present
JDRF  November 2010 - June 2014
Sidoti & Company, LLC   August 2009 - October 2010
CIBC Oppenheimer   November 2008 - March 2009
W.R. Huff Asset Managment   July 2006 - July 2008
Holland Capital Management  June 2005 - August 2005
PwC  November 2002 - April 2004
United Mizrahi Bank   March 2001 - October 2002

Skills
Financial Modeling, High Yield, Valuation, Asset Management, Portfolio Management, Financial Analysis, Corporate Finance, Business Strategy, Business Analysis, Business Planning, Equity Research, Credit Analysis, Start-up Ventures, Due Diligence, Equity Valuation, Private Equity, Equities, Strategy

Education
New York University   2011 — 2013
Master of Public Administration (MPA) - Executive MPA Program

University of Wisconsin-Madison   2004 — 2006
MBA, Finance - Applied Security Analysis Program (ASAP)

The Hebrew University   1997 — 2001
BA, Economics

HaRishonim

Experience
Knowledge Consulting Group  Information Security AnalystMantechAugust 2010 - July 2011
Lockheed Martin Information Technology  2008 - 2010
Northrop Grumman Information Systems  2004 - 2008
United States Marine Corps  May 1994 - February 2004
RJR Nabisco Inc  1999 - 2000
Oppenheimer & Co.   1997 - 1999
CIBC-Oppenheimer  1997 - 1999

Skills
Network Security, Information Assurance, Security, Vulnerability Assessment, CISSP, Information Security, Network Administration, Vulnerability Management, ArcSight, Computer Security, Networking, Penetration Testing, Intrusion Detection, Computer Forensics, IDS

Education
City University of New York-College of Staten Island   1993 — 2000
B.S, Computer Science

Experience
BrownstonePartners, LLC   1995 - Present
BFA, LLC   2011 - 2015
CIBC Oppenheimer   1993 - 1995
Bank of America  1988 - 1993
Prudential/Bache CES   June 1985 - July 1988
Executive Bank Group   April 1981 - June 1985

Skills
Acquisition Integration, Mergers, Restructuring, Private Equity, Executive Management, Venture Capital, Performance Improvement, Value Creation, Start-ups, Financial Risk, Equities, Asset Managment, Institutional Investors, Corporate Finance, Investments, Risk Management, Strategic Planning, Financial Services, Business Strategy, Entrepreneurship, Business Development, Mergers & Acquisitions, Business Planning, Strategy, Management Consulting, Consulting, Portfolio Management, Finance, Financial Modeling, Banking, Management, Financial Analysis, Corporate Development, Due Diligence, Strategic Partnerships, Investment Banking, Valuation, Asset Management, Program Management, Leadership, Acquisitions, Strategic Consulting, Emerging Markets, Cross-functional Team..., Analysis, Financial Advisory, Commercial Banking, Team Building, Budgets

Education
Marian University
Finance

Northeastern University
MBA

Experience
Yodlee  2014 - Present
EY  2012 - 2014
Fiserv  2006 - 2012
Fiserv  2005 - 2006
UBS  2000 - 2005
CIBC Oppenheimer   1998 - 2000

Skills
Portfolio Management, Wealth Management, Investments, Equities, Trading, Financial Analysis, Strategy, Trading Systems, Business Analysis, Fixed Income, Relationship Management, Asset Management, Bloomberg, Financial Services, SQL, Mutual Funds, Unix, SDLC, Asset Managment, Management, Vendor Management, Securities, Requirements Gathering, Analysis, Options, CRM, Data Aggregation

Education
Rutgers, The State University of New Jersey-Newark   2004 — 2011
MBA, Finance

Lehigh University   1993 — 1997
BA

Glen Rock High School   1990 — 1993

Experience
Live Media Group, LLC  July 2015 - Present
BoeFly, LLC   March 2009 - Present
United Western Bank  2007 - 2008
BLX  2001 - 2007
CIBC Oppenheimer   1999 - 2001
BT Alex Brown  1997 - 1999

Skills
Banking, Loan Origination, Loans, Commercial Real Estate, Analytics, Sales, Financial Analysis, Small Business, Commercial Lending, Start-ups, Due Diligence, Team Building, Small Business Lending, Credit, Executive Management, Business Development, Entrepreneurship, Strategic Partnerships, Finance, Mergers & Acquisitions, New Business Development, Credit Analysis, Business Planning, Venture Capital, Private Equity, Marketing Strategy, Commercial Banking, Strategic Planning, Franchising, Portfolio Management

Education
Lehigh University - College of Business and Economics   1993 — 1997
B.S., Finance

Experience
United Northern Mortgage Bankers, Ltd.   October 2011 - April 2012
Morgan Stanley  2000 - 2011
CIBC Oppenheimer   September 1998 - August 2000
Morgan Stanley  1990 - 1998

Skills
Equities, Series 7, Fixed Income, Investments, Securities, Bloomberg, Financial Services, Banking, Asset Management, Accounting, Finance, Financial Risk, Leadership, Management, Trading, Underwriting, Public Speaking, Mortgage Lending, Loans, Customer Service, Credit, Bonds

Education
State University of New York College at Buffalo   1983 — 1987
Bachelor of Science (BS), Business Studies

Experience
The Philosophy Group   October 2014 - Present
Fitness Together Cold Spring Hills   May 2005 - Present
Coach Bob Mittleman   2013 - Present
CIBC Oppenheimer   March 1996 - June 2002
Oscar Gruss  August 1988 - March 1996

Skills
Coaching, Fitness Training, Personal Training, Competitive Analysis, Strategy, Fitness, Real Estate, Finance, Franchising, Marketing, Small Business, Training, Entrepreneurship, Nutrition, Endurance, Sales, Social Media, Social Networking, Sports, Functional Training, Social Media Marketing, Leadership, Time Management, Start-ups, Lifestyle, Weight Training, Nutritional Counseling, Management, Team Building, Public Speaking, Strategic Planning, Customer Service

Education
Hofstra University   1984 — 1986
BBA, Finance

Commack High School North   1979 — 1982

Experience
UBS Wealth Management  June 2007 - Present
Salomon Smith Barney  March 2000 - June 2007
CIBC Oppenheimer   September 1997 - March 2000

Education
The American College   1998 — 2002
Masters in Management and Masters in Financial Services, Management

The Evergreen State College   1978 — 1982
Bachelor of Arts (B.A.), Classical Music, Business Administration

Experience
Westminster Consulting, LLC   January 2012 - Present
Courier Capital Corporation   March 2008 - January 2012
Smith Barney  February 2004 - December 2007
McDonald Investments  May 1999 - February 2004
CIBC Oppenheimer   September 1993 - May 1999

Skills
Series 7, 401k, Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Securities, Series 63, Asset Allocation, Retirement, Portfolio Management, Asset Managment, Alternative Investments, Equities

Education
Hobart and William Smith Colleges   1990 — 1993
BA, Economics

Riverdale Country School   1980 — 1989

Experience
Morgan Stanley  Associate DirectorGlobeOp Financial ServicesJanuary 2003 - March 2008
CIBC Oppenheimer   September 2000 - January 2003
ING  May 1998 - July 2000

Education
Iona College   2001 — 2002
MBA, Financial Management

St. Francis College   1995 — 1999
MS

Experience
MetalX  May 2015 - Present
AXA Advisors  September 2011 - April 2015
Lionspath Capital   June 2010 - November 2011
George Weiss Associates  2008 - 2010
Northstar Capital  2003 - 2008
Prudential Financial Inc  2002 - 2003
CIBC Oppenheimer   1996 - 2003
Credit Suisse  1995 - 1996

Skills
Microsft Office, Financial Analysis, Portfolio Management, Equity Research, Financial Modeling, Investments, Due Diligence, Asset Managment, Hedge Funds, Microsoft Office, Equities, Risk Management, Strategic Financial..., Trading, Asset Management, Securities, Financial Services, Financial Markets, Mutual Funds

Education
Columbia Business School   1993 — 1995
MBA, Finance

Tufts University   1987 — 1991
Bachelor of Science, History

Oxford University, St Anne's College   1989 — 1990
History; Philosophy, Economics

Scarsdale High School   1983 — 1987

Experience
AGC Partners  July 2012 - Present
ThinkEquity LLC  May 2007 - July 2012
Needham & Company  February 2001 - May 2007
Versata, Inc.   2000 - 2001
Dain Rauscher Wessels  1999 - 2000
CIBC Oppenheimer   1995 - 1999
Punk, Ziegel & Knoell   1994 - 1995
Cirrus Logic  1992 - 1994
Needham & Company  1988 - 1991

Skills
Mergers, IPO, Investment Banking, Cleantech, Semiconductors, Acquisitions, Energy Efficiency, Renewable Energy, LED lighting systems, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Start-ups, Private Placements, Business Development, Business Strategy, Strategy, Private Equity, Finance, Corporate Development

Education
Cornell University   1984 — 1988
BS

Keio University   1991 — 1991

Christian Brothers Academy   1980 — 1984

Experience
Sumitomo Mitsui Banking Corporation  October 2007 - Present
Fordham University  August 2007 - Present
Baruch College  July 2007 - Present
Fairleigh Dickinson University  2003 - Present
Bank of Tokyo-Mitsubishi  July 2000 - October 2007
Mizuho Corporate Bank  March 1997 - July 2000
CIBC Oppenheimer   October 1994 - March 1997
CIBC World Markets  1994 - 1997
Mitsui Nevitt Capital Corp,   March 1993 - June 1994
Bank of America NT & SA  1986 - 1994

Skills
Leveraged Finance, Financial Modeling, Lecturing, Credit Analysis, Valuation, Capital Markets, Equities, Investment Banking, Corporate Finance, Private Equity, Portfolio Management, Due Diligence, Investments, Financial Risk, Risk Management, Financial Structuring, Bloomberg, Finance, Managerial Finance, Market Risk, Banking, Structured Finance, Analysis, Alternative Investments, Derivatives, Project Finance, Venture Capital, Quantitative Analytics, Credit, Fixed Income, Financial Analysis, Emerging Markets, Mergers, Hedge Funds, Economics, Credit Risk, Bonds, Asset Management, Loans, Structured Products, Mergers & Acquisitions, Equity Research, Securities, LBO, Financial Services, Options, Trading, Financial Markets, FX Options, University Teaching

Education
Fairleigh Dickinson University   1985 — 1987
MBA, Investment Analysis, Corporate Finance

Fairleigh Dickinson University   1982 — 1985
B.Sc., Hotel Management

Experience
Barclays Capital  September 2008 - Present
Lehman Brothers  April 1998 - September 2008
CIBC Oppenheimer   January 1997 - April 1998
Bear Stearns  December 1991 - January 1997

Skills
Access, PowerPoint, Settlement, Microsoft Excel, Microsoft Word, Trading, Series 7, Project Management, Mutual Funds, Management, Analysis, Account Reconciliation, Investment Banking, Back Office, Fixed Income, Asset Management, Trading Systems, Investments, Prime Brokerage, Investment Management, Corporate Actions, Hedge Funds, ADP Broadridge BTS, NSCC Fund/SERV, NSCC Networking, NSCC Commission..., Shareholder Omnibus...

Education
City University of New York City College   1989 — 1991
Civil Engineering

Manhattan Institute of Technology   1986 — 1986
Certificate, Computer Aided Drafting

Brooklyn Technical HS   1981 — 1985
Architecture

Experience
Blackstone  September 2010 - Present
Goldman Sachs  May 2010 - July 2010
Merrill Lynch  March 2000 - July 2009
CIBC Oppenheimer   June 1997 - March 2000
Lehman Brothers  June 1994 - June 1997
JP Morgan  June 1985 - June 1994
Arthur Andersen & Co.   August 1981 - June 1985

Skills
Fixed Income, Derivatives, Credit Derivatives, FX Options, Bonds, Trading, Swaps, Options, Interest Rate..., Portfolio Management, Middle Office, Securities, Structured Finance, Financial Reporting, Process Improvement, Emerging Markets, Finance, Financial Risk, Financial Services, Accounting, Credit, Cash Flow Forecasting, Capital Markets, Hedge Funds

Education
St. John's University   2015 — 2019
Bachelor;'s degree, Accounting

Saint John's University   1978 — 1981
BS, Accounting

Experience
Calhoun Vision, Inc.   November 2011 - Present
The Real Estate Group  2005 - Present
Irell & Manella  2007 - 2008
Rosen Saba, LLP  2004 - 2005
Valalan's Corporation   1992 - 2005
First Advantage  2003 - 2004
CIBC Oppenheimer   2000 - 2002

Skills
Real Estate, Sellers, Relocation, REO, First Time Home Buyers, Condos, Short Sales, Investment Properties, Foreclosures, Investors, Real Estate Transactions, Contract Negotiation, Investments, Marketing, Customer Service, Negotiation, Social Media Marketing, Luxury, Social Media, Microsoft Office, Intellectual Property, Civil Litigation, Litigation, Legal Writing, Mergers & Acquisitions, Management, Finance, Analysis, Sales, Sales Management, Start-ups, Selling, Medical Devices

Education
Loyola Law School, Loyola Marymount University   2002 — 2005
Doctor of Law (JD)

University of California, San Diego   1996 — 2000
BA, Economics, Political Science, Theater & Dance

Palos Verdes Peninsula High School   1992 — 1996

Experience
StoryShelf.com   December 2012 - Present
UC Irvine The Paul Merage School of Business  October 2012 - June 2014
Sidoti & Company, LLC   January 2011 - July 2012
Thomas Weisel Partners  October 2007 - July 2010
CIBC Oppenheimer   April 2006 - July 2006

Skills
Investment Banking, Equity Research, Bloomberg, Strategy, Equities, Hedge Funds, Investments, Financial Analysis, Series 7, Capital Markets, Securities, Equity Valuation, Series 63, Trading, Fixed Income, Marketing Strategy, Marketing Communications, Product Design, Competitive Analysis

Education
UC Irvine   2012 — 2014
Master of Business Administration (MBA)

Brigham Young University   2005 — 2007
Bachelor of Science, Finance

Experience
Red Hook Asset Management LLC   January 2015 - Present
Lorem Ipsum Partners   March 2014 - July 2014
First Eagle Investment Management  December 2011 - January 2013
Conus Partners   June 2003 - November 2011
Weiss, Peck & Greer   September 1999 - June 2003
CIBC Oppenheimer   August 1998 - September 1999

Skills
Budgets, Trading, Hedge Funds, Prime Brokerage, Operations Management, Accounting, Investments, Project Management, Microsoft Excel, Photoshop, C++, Fixed Income, Options, Team Building, Bloomberg, FINRA, Alternative Investments, Equities, Project Planning, Series 63, Asset Management, Securities, Asset Allocation, ETFs

Education
Tulane University - A.B. Freeman School of Business   1994 — 1998
Bachelor of Science, Finance

Mountain Lakes High School   1990 — 1994

Experience
Cellotape-Landmark Label  March 2015 - Present
thinaire  February 2011 - Present
InGenuity Media, Inc   June 2009 - February 2011
Starlite Media  August 2006 - June 2009
the weston group  1997 - 2006
Morgan Stanley  1995 - December 1997
UBS Paine Webber  1993 - 1995
CIBC Oppenheimer   1988 - 1993
LF Rothschild  1985 - 1988

Skills
Sales, Sales Management, Team building, Team Leadership, Business planning, Advertising sales, Business Strategy, Technology, Near field comunications, Mobile engagement and..., Mobile Marketing, Mobile Technology, Mobile Solutions, Outdoor Advertising, Mobile Devices, Digital Media, CRM, E-commerce, LinkedIn, Lead Generation, Entrepreneurship, Business Planning, Business Development, Strategic Partnerships, Digital Marketing, Social Networking, Team Building, Mobile Advertising, Marketing, Advertising, Leadership, Start-ups, Strategy, Social Media Marketing, Marketing Strategy, Brand Development, Product Marketing, Online Marketing, Digital Strategy, Brand Management, SEM, Integrated Marketing, Online Advertising, New Business Development, B2B, Email Marketing, Market Research, Direct Marketing, Multi-channel Marketing, PPC

Education
State University of New York at Stony Brook   1981 — 1986
BS, Economics and business

Ward Melville HS   1977 — 1980
HS, High School/Secondary Diplomas and Certificates

Experience
VanderBorgh Realty   May 2010 - Present
Traiger & Hinckley LLP   2007 - 2012
Traiger & Hinckley LLP   2001 - 2007
CIBC Oppenheimer   1994 - 1999
cibc  1994 - 1999
cibc world markets  1994 - 1999

Skills
Analysis

Education
City University of New York-Hunter College   1987 — 1992

Experience
Freddie Mac  June 2011 - Present
TD Bank  June 2010 - June 2011
Credit Suisse  2008 - June 2010
Merrill Lynch  October 2006 - December 2007
Lehman Brothers, Inc.   January 2003 - October 2006
CIBC Oppenheimer   June 2001 - December 2003
UBS/PaineWebber  1981 - 2001

Skills
Change Management, Diversity & Inclusion, Recruiting, Employee Engagement, Leadership, Capital Markets, Talent Management, Program Management, Program Development, Organizational..., Leadership Development, Succession Planning, Fixed Income, Executive Coaching, Human Resources, Onboarding, Organizational..., Organizational Design, Risk Management, Financial Services, Performance Management, Strategy, Management Consulting, Strategic Planning

Education
The George Washington University
Doctor of Education (Ed.D.), Human and Organizational Learning

Pepperdine University
Master of Business Administration (M.B.A.), Business

University of California at Santa Barbara
Bachelor of Arts (B.A.), Economics

Experience
Frank Weinberg & Black   March 2004 - Present
English McCaughan O'Bryan   May 2000 - December 2001
english mccaughn & O'bryan   2000 - 2001
CIBC Oppenheimer   May 1991 - September 1999

Education
Washington School of Law   2006 — 2008
LLM, Taxation

Nova Southeastern University   1998 — 2007
DBA, Finance

New York Institute of Technology   1996 — 1998
MBA

University of Miami School of Law   1995 — 1998
JD, Law

University of Miami   1991 — 1995
B.A., Political Science

Spanish River   1987 — 1991

Experience
Capital Group  September 2007 - Present
Capital Group Companies  1998 - Present
St Matthias High School   January 2005 - October 2014
CIBC Oppenheimer   April 1992 - June 1998

Skills
Event Management, Event Planning, Meeting Planning, Trade Shows, Management, Hospitality, Customer Service, Marketing, Corporate Events, Leadership

Education
University of Nevada-Reno   1982 — 1989
Bachelor of Science, Business Administration and Management, General

Mercy High School Burlingame   1978 — 1982

Experience
Robert H. Smith School of Business, University of Maryland   June 2015 - Present
Harford Community College  August 2014 - Present
Backwater Angler   April 2014 - Present
Lands' End  May 2011 - May 2012
Rutgers Business School  September 2010 - May 2011
Eldridge Financial Planning, LLC   January 2004 - May 2010
Duke University, Fuqua School of Business  June 2007 - May 2009
CIBC Oppenheimer   November 2000 - January 2004

Skills
Financial Modeling, Competitive Analysis, Data Analysis, Market Research, Financial Analysis, Forecasting, Cross-functional Team..., Strategy, Corporate Finance, Analysis, Business Strategy, Analytics, Management Consulting, Entrepreneurship

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2010 — 2011
PhD Coursework, Finance

Duke University - The Fuqua School of Business   2007 — 2009
MBA, Cross Continent MBA Program

Virginia Polytechnic Institute and State University   1995 — 1998
BA, International Business

Experience
North Pier Fiduciary Management   October 2008 - Present
RBMA  2014 - 2015
Oppenheimer & Co., Inc.   February 1994 - October 2008
CIBC Oppenheimer   April 1997 - January 2003
Smith Barney Harris Upham  April 1992 - February 1994

Skills
Compliance, Benchmarking, Corporate Governance, 401k, Investments, advisor search, Expert Witness, DOL, Asset Management, Retirement Planning, Strategic Financial..., Securities, Asset Allocation, Financial Advisory, Due Diligence, Management, Mutual Funds, Employee Benefits, Finance, Strategic Planning

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2005 — 2006
AIFA®, Fuduciary Studies

University of Pennsylvania - The Wharton School   2000 — 2001
CIMA, Institutional Investment Consulting

University of California, Los Angeles   1987 — 1991
Political Science

Experience
Real Estate Resource Group, Inc.   1994 - Present
CIBC Oppenheimer   1997 - 1999
NCH Promotional Services  1990 - 1992
University of Illinois at Urbana-Champaign  1982 - 1986
United States Marine Corps  1974 - 1977

Education
University of Dayton School of Law
Juris Doctor (J.D.), Law

Southern Illinois University, Carbondale
BS, Health Care Administration

Experience
The Rampart Insurance Group   March 2004 - Present
CIBC Oppenheimer   1999 - 2001
S.G. Cowen   July 1997 - July 1999

Skills
Portfolio Management, Real Estate Transactions, Insurance, Life Insurance, Long-term Care, Commercial Insurance, Health Insurance, Disability Insurance, Contract Negotiation, Healthcare, New Business Development, Real Estate, Real Estate Development, Sales, Series 63, Liability, Underwriting, Small Business, Mortgage Lending, Investments

Education
Clark University   1988 — 1992
BA, Business

Experience
Goldman Sachs  June 2007 - Present
Portware  April 2005 - June 2007
NYFIX  February 2001 - April 2005
Sanford Bernstein  April 2000 - September 2000
CIBC Oppenheimer   May 1997 - January 2000

Skills
Electronic Trading, Trading Systems, Equities, Hedge Funds, Options, Business Development, Relationship Management, Financial Services, Management, Equity Derivatives, Alternative Investments, Capital Markets, Series 7, Derivatives, Series 63, Bloomberg, Investment Banking, Market Data, Securities, ETFs, Financial Markets, FX Options, Proprietary Trading, Commodity, Portfolio Management, FINRA, Financial Modeling, Bonds, Asset Allocation, Mutual Funds, Asset Management, Series 24, Investments, Swaps, Trading Strategies, Equity Research, Valuation, Middle Office, Emerging Markets, Bloomberg Terminal, Investment Management, Hedging, Prime Brokerage, Private Equity

Education
University of Delaware   1990 — 1995
Bachelor of Science, Sport and Fitness Administration/Management

Experience
Investors Preferred Life Insurance   May 2014 - Present
American General Life Companies  February 2012 - February 2014
American General Life Companies  September 2008 - February 2012
Fred J. Schubert Insurance Agency   2003 - 2008
Pacific Life Insurance  1999 - 2001
CIBC Oppenheimer   1998 - 1999

Skills
Life Insurance, New Business Development, High Net Worth..., Marketing, Reinsurance, Insurance, Employee Benefits, Business Development, Disability Insurance, Fixed Annuities, Management, Sales, Term Life Insurance, Investments

Education
LeTourneau University
BBA, Business Administration

Experience
Citi  Sr Advisor Citi Family Office , Corporate Client Grp DirectorCiti2003 - Present
CIBC Oppenheimer   1990 - 2002

Education
Pepperdine University   1983 — 1985
MA, Psychology

Pepperdine University, The George L. Graziadio School of Business and Management   1981 — 1983
MBA, Business

University of California, Los Angeles   1975 — 1979
BA, Psychology

Harvard University, John F. Kennedy School of Government
Executive Education, Behavioral Finanace

Experience
Fannie Mae  October 2014 - Present
BMO Harris Bank  January 2013 - September 2014
Bank of Montreal  May 2011 - December 2012
BMO Financial Group  July 2005 - April 2012
CIBC Asset Management  August 2002 - July 2003
CIBC Oppenheimer   December 2000 - July 2002

Skills
Stress Testing, Credit Risk Management, Regulatory Requirements..., Regulatory Capital, Economic Capital, Analysis, Financial Risk, Analytics, Financial Services, Wealth, Portfolio Management, Wealth Management, Investments, Equities, Fixed Income, Risk Management

Education
University of Toronto - Rotman School of Management   2003 — 2005
MBA, Finance

Baruch College, City University of New York (CUNY)   1992 — 1996
BBA, Finance

Experience
MUFG Union Bank  2010 - Present
BP Products North America Inc.  2008 - 2010
Morgan Stanley  August 2007 - May 2008
Quarry Point Partners, LLC   January 2005 - June 2007
JP Morgan  July 2001 - December 2004
Banc One Capital Markets, Inc.   November 1996 - June 2001
CIBC Oppenheimer   February 1996 - November 1996

Skills
Bonds, Credit Derivatives, Hedge Funds, Portfolio Management, Trading, Credit Risk, Fixed Income, Risk, Credit, Hedging, Alternative Investments, Loans, Leveraged Finance, Capital Markets, Derivatives, Debt, Credit Analysis, Risk Management, Asset Management, Valuation, Asset Allocation, Commodities, Investments, Trade Finance, Restructuring, Securities, Commodity, Finance, Strategy

Education
Northwestern University - Kellogg School of Management   1984 — 1986
MBA, Finance and Economics

University of Pennsylvania   1977 — 1981
BA, International Relations and International Economics

Experience
Dillon Read Capital Management  2006 - 2007
Credit Suisse First Boston  2004 - 2006
Credit Suisse  2004 - 2006
Credit Suisse First Boston (formerly DLJ)   2004 - 2006
Countrywide Securities Corporation  2002 - 2004
Countrywide Home Loans  2002 - 2004
CIBC World Markets (Formerly Oppenheimer & Co)   1995 - 1998
CIBC Oppenheimer   1995 - 1998
Mabon Securities  1989 - 1994

Skills
Portfolio Management, MBS, Mortgage Lending, Structured Finance, Securities, Investments, Mortgage Banking, Equities, Loans, Derivatives, Trading, Structured Products, Capital Markets, Investment Banking, Credit, Residential Mortgages, Fixed Income, Asset Management, Management

Education
Hofstra University   1976 — 1981
bba, finance

Experience
United Asset Strategies, Inc.   February 2011 - Present
Citibank  June 2006 - June 2011
Citibank  2006 - 2008
David Lerner and Associates   January 1993 - July 2005
CIBC Oppenheimer   October 1991 - December 1992

Skills
Series 7, Risk Management, Series 63, Portfolio Management, Equities, Investments, Fixed Income, Asset Managment, Financial Modeling, Business Development, Strategic Planning, Team Building, Wealth Management, Process Improvement, Business Strategy, Sales, Series 24

Education
United States Military Academy at West Point   1980 — 1984
Bachelor of Science (BS), Economics

Experience
FourWinds, Limited   June 2012 - Present
Toffler Associates  January 2009 - June 2012
Forge Advisors   July 2003 - December 2008
Kogod School of Business  January 2004 - May 2007
AFP Provida   June 2002 - August 2002
CIBC Oppenheimer   August 2000 - August 2001

Skills
Strategic Planning, Business Development, Marketing Strategy, Process Improvement, Performance Measurement, Operational Planning, Capital Allocation, Team Building, Budgets, Coaching, Forecasting, Management Consulting, Business Strategy, Business Planning, Organizational..., Program Management, Competitive Analysis, Business Intelligence, Market Analysis, Change Management, Analytics, Leadership, Business Transformation, Government, Leadership Development, Proposal Writing, Strategy, Organizational Design, Performance Management, Business Process..., Financial Analysis, Business Analysis, Management, Analysis

Education
American University - Kogod School of Business   2001 — 2003
MBA, Finance & International Business

Indiana University Bloomington   1994 — 1998
BA, Telecommunications

Experience
Ally Financial Inc.  May 2013 - Present
Bank of Ireland  2007 - 2009
Merrill Lynch  2003 - 2007
IKB Capital Corporation   2002 - 2003
MTV Networks  2001 - 2002
CIBC Oppenheimer   1998 - 2001
Banque Paribas  1997 - 1998
CIBC World Markets  1992 - 1997
Security Pacific Bank  1990 - 1992

Skills
Financial Structuring, Leveraged Finance, Capital Markets, Investment Banking, Credit Analysis

Education
University of Massachusetts, Amherst   1986 — 1990
BBA, Finance

Fordham Gabelli School of Business
MBA, Finance

Experience
International Monetary Fund  September 2013 - Present
Larch Lane Advisors   May 2007 - August 2013
Northern Trust Global Investments  May 2003 - April 2007
American Express Financial Advisors  January 2002 - April 2003
CIBC Oppenheimer   January 1999 - January 2002
Harris Associates  June 1996 - December 1998

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Portfolio Management, Bonds, Fixed Income, Asset Allocation, Equities, Asset Managment, Investments, Investment Strategies, Trading, Capital Markets, Asset Management, Mutual Funds, Private Equity, Due Diligence, Bloomberg, Investment Management, Investor Relations, Emerging Markets, Derivatives, Valuation, Financial Markets

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1991 — 1994
MBA, Finance

Cornell University   1984 — 1989
AB, Mathematics

Lowell High School   1980 — 1984

Experience
SkyWalker Property Partners   June 2012 - Present
RC Healthcare   December 2010 - Present
Beucler Properties   February 2005 - December 2010
Hudson Advisors  2000 - 2005
CIBC Oppenheimer   1998 - 2000
Granite Properties  1996 - 1998

Skills
Asset Managment, Financial Modeling, Investments, Healthcare, Financial Analysis, Real Estate Economics, Real Estate, Acquisitions, Due Diligence, Real Estate Development, Analysis, Commercial Real Estate, Real Estate Transactions, Valuation, Business Strategy, Investment Properties, Leases, Mergers, Private Equity, Asset Management, Contract Negotiation, Finance, Portfolio Management

Education
Texas Christian University   1992 — 2006
Bachelors of Business Administration, Finance with Real Estate Emphasis

The University of Texas at Arlington   1997 — 2000
MBA, Finance

Texas Christian University - M.J. Neeley School of Business   1992 — 1996
BBA, Finance & Real Estate

Experience
Access Securities LLC  February 1998 - Present
CIBC Oppenheimer   September 1997 - February 1998
Trimerica Securities   February 1997 - August 1997
MLB Incorporated   July 1994 - January 1997
Ski Stop   September 1989 - April 1994

Skills
Hedge Funds, Stocks, Bloomberg, Portfolio Management, Trading, Equities, Securities, Options, Series 7, Equity Trading, Bonds, Electronic Trading, Equity Derivatives, ETFs, Trading Systems, Series 63, Financial Markets

Education
Hofstra University   1989 — 1993
BS, Business Marketing & Management

Experience
FDM Group  October 2011 - Present
UBS  2014 - 2014
UBS  2014 - 2014
UBS  2013 - 2014
CIBC Oppenheimer   June 1996 - September 2000

Skills
CCNA, Active Directory, Windows 7, Series 7, Windows Server, VCP 5, MCITP, Troubleshooting, Networking, Help Desk Support, DNS, Project Management, SQL, Security, Cisco Technologies, VMware, Hardware, Microsoft Certified..., Windows XP, Team Leadership, DHCP, Management, Business Analysis, VMware Infrastructure, System Administration, SharePoint, Switches

Education
Birkbeck, U. of London   2000 — 2002
MSc, Economics

Vmware
VCP 5, Vmware

Experience
Christie's  April 2014 - Present
Christie's  September 2011 - Present
Franklin Elementary School PTA   2010 - 2014
Liz Claiborne  April 2006 - March 2008
Liz Claiborne  March 2003 - April 2006
Liz Claiborne Cosmetics  2003 - 2004
Liz Claiborne  November 2000 - March 2003
Prism Communications/ Comdisco, Inc.   January 2000 - November 2000
CIBC Oppenheimer   January 1999 - January 2000
PaineWebber  January 1997 - January 1999

Skills
JD Edwards, Forecasting, Essbase, Trend Analysis, EDI, Financial Analysis, Business Analysis, Hyperion Enterprise, Financial Reporting, Finance, Process Improvement, Sarbanes-Oxley Act, PeopleSoft, Financial Modeling, Business Process..., Analysis, Management, Retail, Budgets, Strategy

Education
Fairleigh Dickinson University   1988 — 1992
Bachelors of Science, Business Management

Experience
Pierian Funds   May 2011 - Present
Jefferies LLC  August 2006 - April 2011
Fred Alger Management  February 2005 - July 2006
Alkeon Capital Management  January 2002 - February 2005
CIBC Oppenheimer   October 1996 - December 2001
Value Line  August 1993 - October 1996

Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Equity Research, Asset Managment, Fund Of Funds, Private Equity, Portfolio Management, Trading, Capital Markets, Bloomberg, Investments, Financial Markets, Venture Capital, Fixed Income, Asset Management, Investment Management, Equity Valuation

Education
New York University - Leonard N. Stern School of Business
MBA - Concentration in Finance and Accounting

Lehigh University   1989 — 1993
BS Finance

Experience
Broome Street Hospitality Group   May 2011 - Present
David Reinhard Events, LLC   2002 - Present
Bay Street Advisors LLC  April 2010 - May 2011
CTPartners  February 2007 - April 2010
Bear Stearns  September 2003 - February 2007
McKallagat & Co.   September 2002 - September 2003
CIBC Oppenheimer   July 2000 - September 2002

Skills
Executive Search, Capital Markets, Management Consulting, Fixed Income, Recruiting

Education
Emory University   1996 — 2000
BA

Brooks School   1992 — 1996

Experience
Texas Auto Guide   September 2005 - April 2007
ProLogis  December 2003 - January 2005
CIBC Oppenheimer   April 2000 - August 2001
Balis, Lewittes & Coleman Inc.   December 1996 - March 2000

Education
Broward College   1991 — 1993
Assoc., Business

Experience
DealerTrack  2008 - Present
The Faculty Review   2005 - December 2010
MZT International   2001 - 2005
CIBC Oppenheimer   1998 - 2001
Citicorp Investment Services  1993 - 1998

Skills
Training Manager, Instructional Design, E-learning, Needs Analysis, Instructor-led Training, Captivate, Social Media, Vendor Management, Learning Management..., Adult Education, Project Management, Managing High..., Learning Management, Social Learning, Blended Learning, ADDIE, Leadership Development, Instructional Technology, Talent Management, Training, Leadership, Hands-on Training, Training Delivery, Workshop Facilitation, Distance Learning, E-Learning, High Performance Teams

Education
University of Maryland Baltimore County   2008 — 2010
MA

Adelphi University
CFP

State University of New York at Albany
BS

Experience
NYSSCPA  2000 - Present
CIBC Oppenheimer   1997 - 1999
JPMorgan Chase  1986 - 1996
Price Waterhouse  1979 - 1986

Skills
Accounting, Tax, Financial Reporting, Internal Controls, Auditing, CPA, Non-profits, US GAAP, Income Tax, Tax Research, Tax Preparation, Financial Analysis, Managerial Finance, SEC filings, Corporate Tax, Tax Accounting, GAAP

Education
Lehigh University - College of Business and Economics
BS, Accounting

Experience
Viacom  October 2013 - Present
VI Software Corp   January 2012 - Present
Where is My Media/ Pronology   January 2012 - October 2013
Cowen & Co  August 2005 - November 2011
CIBC Oppenheimer   1999 - 2005

Skills
PMP, Microsoft SQL Server, Oracle, Business Analysis, SQL, Requirements Analysis, JavaScript, ASP.NET, Software Development, C#, Derivatives, .NET, Trading Systems, Project Management, Software Project..., Program Management, Sybase, SDLC, VB.NET, Requirements Gathering, Databases, XML, Unix, Enterprise Architecture, Agile Methodologies

Education
New York University
MS, Computer Science

Experience
ABC Packing and Specialized Transportation LLC   January 2014 - Present
Maxus Energy Corporation  2009 - 2013
Duke Energy  1999 - 2009
CIBC Oppenheimer   1998 - 1999
British Gas  1994 - 1997
British Gas  1992 - 1994

Skills
Energy, Petroleum, Natural Gas, Power Generation, Mergers, Analysis, Due Diligence, Gas, Strategic Planning, Upstream, Pipelines, Risk Management, Mergers & Acquisitions, Engineering, EHS, Project Management, Onshore, Joint Ventures, Energy Industry, Business Development, Management

Education
AB Freeman School of Business, Tulane University
Master of Business Administration (MBA), Business / Marketing

University of Louisiana at Lafayette
BS, Political Science / Pre Law

Experience
Franklin Square Capital Partners  February 2015 - Present
PHH Corporation  September 2011 - February 2015
Lazard Capital Markets  September 2009 - September 2011
JPMorgan  June 2008 - January 2009
Bear Stearns  October 2000 - June 2008
CIBC Oppenheimer   February 1999 - October 2000
Lehman Brothers  1996 - 1999
Citibank  1994 - 1996
New England Container/Tempel Steel   July 1991 - April 1992
Wertheim Schroder  August 1989 - June 1991

Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations

Education
Columbia University - Columbia Business School   1992 — 1994
MBA, Finance

Northwestern University   1984 — 1988
BA, Economics

The Hotchkiss School   1981 — 1984

Experience
Club KO Gyms   October 2008 - Present
UBS Wealth Management  October 2001 - February 2010
CIBC Oppenheimer   January 1998 - September 2001

Skills
Martial Arts, Karate

Education
City University of New York-College of Staten Island   1993 — 1997
BA, Computer Science

Experience
EM Strategic Partners   2014 - Present
Altai Capital LLC   May 2011 - Present
American Chamber of Commerce in Russia  2009 - Present
GRDC   June 2011 - April 2014
STS Logistics   2009 - December 2013
Alfa Capital Partners, Ltd   May 2011 - December 2011
Alfa Capital Partners   November 2003 - December 2011
PartMiner  November 1999 - July 2002
CIBC Oppenheimer   1998 - 1999
Baring Asset Management  June 1994 - December 1997

Skills
Private Equity, Mergers, Venture Capital, Emerging Markets, Corporate Finance, Valuation, Due Diligence, Investment Banking, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Real Estate Development, Restructuring, Investments, Financial Structuring, Corporate Development, Financial Modeling, Hedge Funds, M&A experience, Capital Markets, Business Development, Asset Management, Business Valuation, Capital, Project Finance, Start-ups, Investor Relations, Joint Ventures, LBO, IPO, Private Placements, Structured Finance, Corporate Governance, Funding, Leveraged Finance, Alternative Investments, Debt Restructuring, Portfolio Management, Acquisitions, Capital Raising, Cross-border..., Executive Management, Angel Investing

Education
Harvard Business School   1987 — 1989
MBA, Finance

Stanford University   1980 — 1984
B.A., Economics

New Rochelle High School   1977 — 1980
High School

Experience
9Gauge Partners, LLC  August 2012 - Present
Sevin Rosen Funds  2000 - Present
CIBC Oppenheimer   1994 - 1999

Skills
Corporate Development, Private Equity, Venture Capital, Due Diligence, Equities, Mergers, Strategic Planning, Financial Modeling, Financial Analysis, Business Strategy, Mergers, Start-ups, Corporate Finance

Education
Rice University   1989 — 1993
B.A., Economics, Mathematics

Experience
EDI-ECI   April 2013 - Present
Monarch Capital Advisors   March 2009 - Present
Atlantic Pacific Capital  2005 - 2009
WR Capital Management LP   2003 - 2005
Indii LLC   2003 - 2004
Falco Capital, LLC   2002 - 2002
CIBC Oppenheimer   1995 - 1999

Skills
Financial Modeling, Investments, Equities, Hedge Funds, Funding, Mergers, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Asset Management, Private Placements, Financial Analysis, Fixed Income, Financial Services, Due Diligence

Education
Columbia University - Columbia Business School   1999 — 2001
MBA

Harvard University   1991 — 1995
AB

Mater Dei High School

Mater Dei High School

Experience
Delta Technical Solutions  2006 - Present
Kingsbury Capital   2003 - 2006
CIBC Oppenheimer   1999 - 2003

Skills
Recruiting, Sales, Staff Augmentation, Finance, Networking, Technical Recruiting, Executive Search, Contract Recruitment, Team Management, Human Resources, Cold Calling, Talent Acquisition, Staffing Services, Social Networking, New Business Development, Strategy, Relationship Management, Direct Sales, Interviews, Sales Process, Business Development, Account Management, Internet Recruiting, Resume Writing, Leadership, Sourcing, Lead Generation, Screening Resumes, Consulting, Negotiation, Benefits Negotiation, Team Building, Market Research, Outsourcing, Marketing, Manufacturing, Building Relationships, Temporary Placement, Temporary Staffing, Management Consulting, Permanent Placement, Selling, Contract Negotiation, Zombies, Panda, Modeling

Education
Northern Illinois University
Bachelors, Finance

Arizona State University

Glenbard South HS

Experience
UBS  February 2004 - Present
CIBC Oppenheimer   January 1994 - February 2003

Education
Boston University   1989 — 1993
BA, Political Science

Experience
The Credit Pros - Legal Credit Repair   February 2011 - Present
Que Records Worldwide/EMI   April 2010 - Present
Warner Music Group  August 2000 - December 2004
Warner Music Group  January 2000 - January 2004
Katz Media Group  March 1998 - August 2000
CIBC Oppenheimer   January 1996 - January 1998

Skills
Entertainment, Music, Social Media Marketing, Radio, Advertising, Music Industry, Social Media, Social Networking, Digital Media, Record Labels, Budgets, Sales, Management, Marketing, New Media, Event Planning, Customer Service, Marketing Strategy, Strategic Planning, Microsoft Excel, Event Management, Marketing Communications, Leadership, Publicity, Video, Digital Marketing, Television, Facebook, Online Marketing, Public Relations, Online Advertising, Constant Contact, Workshop Facilitation, Radio Promotions

Education
Saint John's University   1991 — 1996
Bachelors, Communications

St. John's University   1991 — 1996
Bachelor of Science, Communications

Experience
DBG Capital Advisors, LLC   2008 - Present
CIBC Oppenheimer   1992 - 1998
Lehman Brothers  1990 - 1992
Morgan Stanley Smith Barney  1987 - 1990

Skills
Asset Managment, Stocks, Portfolio Management, Wealth Management, Investments, Quantitative Research, Quantitative Investing, Retirement Planning, Strategic Financial..., Investment Management, Retirement, Financial Modeling, Technical Analysis, Asset Allocation, High Growth Stocks, Financial Analysis, Financial Advisory

Education
Texas State University-San Marcos   1982 — 1986
Bachelor of Business Administration (BBA), Finance, General

Experience
The Ayco Company, L.P.   August 2003 - Present
Neuberger Berman  July 2000 - December 2003
CIBC Oppenheimer   1999 - 2000

Skills
Investments, Series 7, Wealth Management, Mutual Funds, Investment Strategies, Asset Managment, Series 63, Equities, Fixed Income, Microsoft Excel, Life Insurance, Microsoft Office, Process Improvement, Strategic Planning, Real Estate, Public Speaking, Business Development, Operations Management, Social Media, Event Management, Alternative Investments

Education
Skidmore College   1995 — 1999
B.S., Accounting

Experience
RG Tax and Business Services   May 2012 - Present
Fund Tax Services LLC  January 2015 - September 2015
Fulvio & Associates LLP  January 2013 - December 2014
Ernst & Young LLP  February 2002 - April 2012
American Express Tax & Business Services  December 1999 - August 2001
CIBC Oppenheimer   August 1987 - May 1999
Oppenheim Appel Dixon & Co CPAs   1982 - July 1987

Skills
Hedge Funds, Tax, Corporate Tax, Income Tax, Private Equity

Education
City University of New York-Brooklyn College
BS, Accounting

Experience
181 Cabrini   2010 - Present
Dabroes   2009 - 2010
MidOcean Partners  2008 - 2008
Citi  2002 - 2008
CIBC Oppenheimer   2001 - 2002
Gilder Gagnon Howe  2000 - 2001
Brean Murray & Company   1997 - 2000

Skills
Client Needs Analysis, Competitive Market..., Solution & Consultative..., Market Research &..., Relationship Management, Lead Generation, Problem Resolution, Marketing Campaigns &..., Event Management, Travel Planning &..., Financial Reporting, Financial Analysis, Financial Risk, Financial Solutions, Series 7, Series 63, ACT, ADP, Advent, Autex, Bloomberg, First Call, Free Edgar, Microsoft Word, Microsoft Excel, Microsoft Visio, PowerPoint, PeopleSoft, SharePoint, IPC

Education
The New School

Experience
First New York Securities  June 1999 - September 2010
CIBC Oppenheimer   January 1986 - June 1999

Education
Brooklyn College   1967 — 1971

Experience
JMP Securities  August 2012 - Present
Susquehanna International Group  September 2006 - August 2012
WR Hambrecht  January 2003 - September 2006
CIBC Oppenheimer   January 2000 - January 2003
ING  September 1998 - January 2000

Skills
Medical Devices, Valuation, Financial Modeling, Equity Research, Equity Valuation, Financial Analysis, Investment Banking, Due Diligence, Capital Markets, Equities

Education
Columbia Business School   1996 — 1998
MBA, Finance

University of Richmond   1989 — 1993
B.S., Accounting

Christian Brothers Academy   1985 — 1989
HS

Experience
Panessa Investments   1995 - Present
The Newport Group  February 2002 - February 2009
CIBC Oppenheimer   2000 - 2002
Putnam Investments  1997 - 2000
Prudential Investments  1991 - 1997
Prudential Securities  1991 - 1997
MetLife  1990 - 1991
The Futterman Organization   1989 - 1990
MetLife  1988 - 1989

Skills
Financial Analysis, Strategic Financial..., Private Equity, Investment Portfolios, Business Strategy, Strategic partner..., Intermediary..., Senior level client..., Recruiting, Real Estate Acquisitions, Distressed M&A, Executive Level...

Education
State University of New York College at Oneonta   1983 — 1988
B.S., Business Economics, Finance, General

Experience
Citi  August 2013 - Present
Citi  April 2010 - August 2013
Citi  August 2007 - April 2010
Citi  January 2005 - August 2007
Citi  June 2000 - January 2005
Vanguard  September 1999 - June 2000
CIBC Oppenheimer   September 1998 - September 1999

Skills
Equity Derivatives, Derivatives, Middle Office, Equities, Securities, Fixed Income, Capital Markets, Mutual Funds, Series 7, FINRA, Hedge Funds, Series 63, Options, Investment Banking, Trading Systems

Education
The College of New Jersey   1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General