CIBC Oppenheimer
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CIBC Oppenheimer Employees
CIBC Oppenheimer November 1983 - June 1998
Skills
Financial Analysis, Financial Accounting, Financial Organizing, Personal Organizing, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science in Economics, Finance and Accounting
Wells Fargo Advisors, LLC August 2011 - Present
Save Our Communities August 2000 - September 2013
Morgan Stanley Smith Barney August 2003 - August 2011
CIBC Oppenheimer June 1999 - August 2003
University of Washington June 1989 - June 1999
U.S.Navy May 1983 - June 1988
Skills
Investments, Investment Strategies, Financial Advisory, Insurance, Financial Analysis, Financial Modeling, Asset Allocation, Retirement Planning, Mutual Funds
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Notre Dame 1979 — 1983
BA, Government, Econ
Hanford High School 1976 — 1979
High School diploma
Goldman Sachs 2008 - Present
CIBC Oppenheimer 2007 - 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
Polo Ralph Lauren April 1999 - Present
CIBC Oppenheimer 1998 - 1999
Skills
Retail, Fashion, Vendor Management, Apparel, Luxury Goods, Visual Merchandising, Merchandising, Trend Analysis, Inventory Management, Sales, E-commerce, Marketing, Customer Service, Forecasting, Advertising, POS, Event Planning, Wholesale, Trend, Management, SAP, Sourcing
Education
University of Rhode Island - College of Business Administration 1993 — 1997
BA, MIS, Management
Standard & Poor's June 2007 - Present
Credit Suisse Asset Management May 1998 - October 2006
CIBC Oppenheimer January 1994 - May 1998
Skills
Fixed Income, Financial Markets, Hedge Funds, Credit Analysis, Bonds, Structured Finance, Asset Management, Financial Institutions, Capital Markets, Derivatives, Equities, Portfolio Management, Bloomberg, Credit Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
Bachelor of Arts (BA), Economics