Citigroup/Smith Barney
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Citigroup/Smith Barney Employees
Swanson's Fireplace & Patio December 2014 - Present
The Edmond Sun July 2012 - Present
Jenner Designs 2003 - 2011
Citigroup/Smith Barney 1998 - 2003
KRIG Radio 1996 - 1998
Truity Credit Union (formerly 66 Federal Credit Union) 1992 - 1996
Skills
Advertising Sales, B2B, Digital Media, Cold Calling, Leadership, Lead Generation, Direct Marketing, Business Development, Social Networking, Publishing, Public Speaking, Selling, Management, Sales Presentations, Strategic Partnerships, Customer Retention, Journalism, Sales Process, Marketing Communications, Training, Direct Sales, Media Planning, Facebook, Contract Negotiation, Media Buying, Marketing Management, New Media, Sales Operations, Market Research, Digital Marketing, Market Planning, Microsoft Office, Key Account Management, Solution Selling, Recruiting, Closing Business, Sales
Education
Truman State University
Communication and Media Studies
Edmond Memorial High School
Wells Fargo Advisors, LLC February 2009 - Present
HRD Network 2009 - 2015
HRD Network 2009 - 2015
Citigroup/Smith Barney 2002 - 2009
Bear Stearns 1995 - 2002
Skills
401k, Asset Allocation, Best Practices, Bonds, Credit Union Fixed..., Credit Union Retirement..., Defined Benefit Pension..., Financial Advisory, Financial Reporting, Fixed Income Strategies, Investment Policy..., Independent Financial..., Investments, Investment Education, Investment Planning, Investment Strategies, Mutual Funds, Retirement, Retirement Planning, Retirement Plan..., Retirement Savings, Risk Management, Self-Insured Group Plans, Qualified Retirement..., Financial Analysis
Education
University of San Diego 1980 — 1982
Master of Business Administration (MBA), Finance
University of Oregon 1976 — 1978
Bachelor of Science (B.S.), Economics
Willamette University 1974 — 1976
Raymond James Associates April 2013 - Present
Citigroup/Smith Barney January 1990 - April 2013
Dean Witter April 1984 - January 1990
Merrill Lynch June 1981 - April 1984
Skills
Investments, Series 7, Investment Advisory, Wealth Management, Series 63, Financial Advisory, Retirement Planning, Retirement, 401k, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Asset Allocation, Asset Management
Education
Fairleigh Dickinson University 1978 — 1981
Bachelor's degree, Business Management
Morgan Stanley Wealth Management July 2010 - June 2015
Citigroup/Smith Barney April 2006 - June 2010
Goldman Sachs March 2001 - April 2004
Deutsche Bank April 1998 - February 2001
Skills
Leadership, Microsoft Office, Microsoft Excel, Customer Service, Business Analysis, Management, Windows, Outlook, Microsoft Word, Research, SDLC, SQL, PowerPoint, XML, Requirements Analysis, Databases, Project Management, Web Development, English, Mainframe: DB2, SQL,..., UNIX: DB2/CICS(6000),..., MS Visual Studio, Software Documentation, HTML, Testing
Education
New York University
Bachelor of Arts, Major: Biology Minor: Chinese and Anthropology
New York University
Bachelor of Arts (B.A.), Biology, Computer Science
Serco August 2012 - Present
Oklahoma City Community College August 2011 - August 2012
Harkcon, Inc./L-3 Communications August 2009 - August 2011
Booher Consultants February 2007 - February 2010
Citigroup/Smith Barney July 2005 - July 2007
Villanova Preparatory School 1991 - 1995
Skills
Curriculum Design, Instructional Design, E-Learning, Adult Education, Curriculum Development, Technical Writing, Leadership Development, Public Speaking, Higher Education, Teaching, Organizational..., Training, Learning Management, SnagIt, Blended Learning, Program Management, ADDIE, Instructor-led Training, PowerPoint, Captivate
Education
San Diego State University-California State University
Educational/Instructional Technology
La Jolla High School
University of North Texas, Denton
Master of Arts, English
University of Colorado at Boulder
B.A., English
University of San Diego School of Law
Certification, Paralegal
Wells Fargo 2012 - Present
Wells Fargo 2009 - 2012
Citigroup/Smith Barney 2007 - 2009
Wells Fargo 2002 - 2007
Skills
Retirement Planning, Wealth Management
Education
Bethel University 2000 — 2000
Business Administration
Goldman Sachs October 2013 - Present
Allianz Global Investors June 2012 - October 2013
Allianz Global Investors September 2011 - June 2012
ING Investment Management January 2010 - September 2011
Natixis Global Associates November 2004 - December 2009
State Street Corporation April 2002 - November 2004
PrimeLook, Inc. September 2001 - March 2002
Citigroup/Smith Barney November 1999 - September 2001
William M. Mercer July 1997 - September 1999
Education
Savannah College of Art and Design 1990 — 1994
BFA
The CAPROCK Group August 2005 - Present
CitiGroup/Smith Barney 2000 - 2005
IFG Network Securities 1993 - 1999
RMJ Securities 1986 - 1989
Security Pacific Market Information 1984 - 1986
Education
New York Institute of Finance
State University of New York College at Fredonia
B.S. Business Administration
Previously held Series 7,9,10,24 Licenses
AC3 Capital June 2011 - Present
Wells Fargo/Wachovia Securities September 2008 - June 2011
Citigroup/Smith Barney July 2002 - August 2008
Merrill Lynch April 1994 - June 2002
Merrill Lynch September 1987 - July 1991
Eldorado Bank September 1982 - August 1987
Skills
Asset Managment, Strategic Financial..., Portfolio Management, Investments, Business Planning, Alternative Investments, Accounting, Business Development, Budgets, Business Strategy, Due Diligence, Capital Markets, Estate Planning, Entrepreneurship, Executive Management, Financial Advisory, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Forecasting, High Net Worth..., Insurance, Investment Advisory, Investment Strategies, Loan Origination, Management, Mergers, Mutual Funds, Negotiation, New Business Development, Private Equity, Real Estate, Real Estate Economics, Risk Management, Sales, Series 63, Series 7, Small Business, Analysis, Asset Allocation, Asset Management, Banking, Management Consulting, Start-ups, Strategic Planning, Strategy, Valuation, Venture Capital
Education
Harvard University, John F. Kennedy School of Government
Executive Studies, Behavioral Finance
San Diego State University-California State University
MBA, Finance and Taxation
San Diego State University-California State University
Bachelor of Arts (B.A.), International Business
University of Pennsylvania - The Wharton School/IMCA
Certified Investment Management Analyst
A Dominant Global Dutch Clearing entity, a leader in exchange traded derivatives and securities January 2012 - Present
Calvary Cross and Associates August 2010 - July 2013
DeJohn Advisory Team January 2010 - July 2013
CCM Financial Services, an Introducing Broker January 2010 - December 2011
MF Global Inc. March 2008 - March 2010
RGCC 1993 - 2010
Smith Barney January 2000 - May 2006
Citigroup/Smith Barney January 2000 - May 2006
Prudential Securities 1988 - 2000
Barnes &Co 1985 - 1990
Skills
Securities, Equities, Options, Investments, Commodity, FINRA, Wealth Management, Trading, Fixed Income, IRAs, Bonds, Technical Analysis, Investment Advisory, FX trading, Guaranteed Lifetime..., Qualified Retirement..., Finance, Alternative Investments, Sales Process, Retirement Plan..., Hedge Funds, ETFs, Series 63, Trading Systems, Retirement Planning, Organizational..., Corporate Communications, Charities, Bloomberg, Insurance, Life Insurance, Investment Strategies, Biblical Studies, Licensed to Sell..., IRA Rollover and 401k..., Golf Enthusiast, Charitable Giving, Clearing, Retirement Planning..., Identity Theft..., CTA Service and..., Clearing Services Expert, Skeet and Sporting..., Rugby Enthusiast, Commodities, Family Practice, Golf, Weight Training, Financial Services, Management
Education
Southern Illinois University, Carbondale 1978 — 1983
BS Political Science and Speech Communications, History
Saint Viator High School 1974 — 1978
High School Diploma, Business/History focus
Securities Training Corp
Series 3,7, 63
Equity Sales Trading and Client Services, Retired January 2013 - January 2014
Baldwin-Anthony Securities, Inc September 2011 - January 2013
NFJ Investment Group August 2007 - September 2009
SGC March 2005 - July 2007
Bank of America Securities March 2002 - March 2005
Citigroup/Smith Barney 1983 - September 2001
Skills
Equities, Trading, Capital Markets, Asset Managment, Alternative Investments, Investor Relations, Financial Modeling, Series 7, Mergers & Acquisitions, Investment Management, Asset Management, Bloomberg, Due Diligence, Hedge Funds
Education
The University of Texas at Dallas
BA, Government and Politics
Reengineering HealthCare July 2004 - Present
Genesis Physicians Group September 2004 - March 2009
CitiGroup/Smith Barney March 2000 - September 2004
Blue Cross Blue Shield of Texas December 1996 - March 2000
JVE September 1990 - June 1995
American Medical International, now Tenet May 1983 - June 1989
Anderson Clayton January 1980 - May 1984
LifeMark 1983 - 1984
Xerox Corporation December 1976 - January 1981
Education
Washington University in St. Louis School of Law 1973 — 1976
JD/MBA, General
University of California, San Diego 1969 — 1973
BA, Economics & Biochemistry
Jeffan Trading LLC September 2002 - Present
Veterans Alliance Resourcing, Inc. March 2014 - December 2014
Citigroup/Smith Barney June 1993 - December 2002
Citigroup/Smith Barney January 1991 - June 1993
Shearson Lehman / American Express July 1985 - January 1991
Skills
Business Development, Retail, Wholesale, Selling, Negotiation, Sales, Data Center, New Business Development, Networking, E-commerce, Human Resources, Product Development, Marketing, Account Management, Product Management, Strategy, Sales Management, Product Marketing, Marketing Strategy, Business Strategy, Competitive Analysis, Strategic Planning, Start-ups
Education
Cornell University
Business Management / Business Writing / Macro Economics
Adelphi University
Business Management / Business Writing / Creative Writing / Psychology
Commack High School South
Diploma
NYS Office of Mental Health April 2015 - Present
NYC DoITT July 2013 - Present
CA Technologies July 2014 - April 2015
Verizon Healthcare August 2012 - April 2013
Fujifilm Medical Systems August 2007 - April 2012
Citigroup/Smith Barney January 2007 - July 2007
Skills
Testing, SQL, Medical Devices, DICOM, Medical Imaging, PACS, Software Development, HL7, Biomedical Engineering, Java, Image Processing, XML, Requirements Analysis, Agile Methodologies, Software Quality..., Integration, SDLC, SharePoint, Unix, Software Documentation, Test Planning, Quality Center, Oracle, Databases, Test Automation, Technical Recruiting
Education
Hunter College 1998 — 2003
Bachelor's degree, Film/Cinema/Video Studies and Philosophy
Hunter College
IT
IT
The Law Offices of Douglas B. Appel 2010 - Present
Citigroup/Smith Barney 2006 - 2009
Kings County District Attorney's Office 1998 - 2006
Clinton County District Attorney's Office 1995 - 1998
Horowitz & Goldman 1994 - 1994
Skills
Attorneys, Criminal Defense, Legal Research, Litigation, Legal Writing, Police, Commercial Litigation, Jury Trials, Negotiation, Private Investigations, Courts, Securities Litigation, Arbitration, Fraud, Civil Rights, Corporate Law, Criminal Justice, Prosecution, Bankruptcy, White Collar Criminal..., Trials, Civil Litigation, Hearings, Appeals, Product Liability, Criminal Law, Evidence, Homicide Investigations, Investigation, Trial Practice, Internal Investigations, Felonies, Motions, Personal Injury, Family Law, Mediation, Claim, Westlaw, Enforcement, Criminal Investigations, Securities Regulation, Securities, Torts, Litigation Support, Legal Assistance, Legal Issues, Dispute Resolution, Depositions, Class Actions
Education
American University, Washington College of Law 1990 — 1993
JD
Binghamton University 1986 — 1990
BA, History
Cetera Advisor Networks LLC August 2013 - Present
Questar Capital - An Allianz SE Company October 2009 - July 2013
UBS September 2003 - September 2009
Citigroup/Smith Barney October 1991 - September 2003
Skills
Fixed Income, Equities, Fixed Annuities, Sales, Marketing, Recruiting, Funding, Managing Accounts, Wealth Management, Mutual Funds, Series 7, Investments, Strategic Financial..., FINRA, Financial Advisory, Financial Planning
Education
The George Washington University 1996 — 1997
Master of Arts (M.A.)
The George Washington University
Bachelor of Arts (B.A.), Economics
Michael S. Stagnitta Agency Inc./State Farm April 2007 - Present
Michael S. Stagnitta Agency Inc./State Farm 2007 - Present
Citigroup/Smith Barney December 2000 - April 2007
Citi/Smith Barney December 2000 - April 2007
Skills
Expert in designing..., Skilled at analyzing..., Fluent in determining..., Investments and legacy..., Insurance, Customer Service, Life Insurance, Term Life Insurance, Finance, Property & Casualty..., Fixed Annuities, Risk Management, Disability Insurance, Commercial Insurance, Health Insurance, Umbrella Insurance, Whole Life, Homeowners, Liability, General Insurance, Casualty Insurance, Retirement Planning, Professional Liability
Education
Hofstra University 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
Xcel Nutraceuticals July 2006 - Present
Citigroup/Smith Barney October 1991 - February 2008
Citigroup 1991 - 2008
Skills
Risk Management, Marketing Strategy, Management, Psoriasis, Program Management, Strategy, Management Consulting, Start-ups, Entrepreneurship, Mergers & Acquisitions
Education
Northwest Vista College
Business
Highland Investment Capital, LLC Enterprise DevelopmentMTI Integrated Business Development, Inc.March 2015 - Present
U.S. Coast Guard Auxiliary April 2010 - Present
Citigroup/Smith Barney April 1998 - April 2006
Skills
Investments, Strategic Financial..., Strategic Planning, Valuation, Financial Analysis, Risk Management, Capital Markets, Portfolio Management, Financial Modeling, Finance, Banking
Education
New York University - Leonard N. Stern School of Business
MBA
United States Naval Academy
Naval Science
University of Virginia
Economics
Reval September 2015 - Present
Capital IQ November 2011 - Present
Capital IQ September 2010 - November 2011
TheMarkets.com March 2007 - September 2010
Citigroup/Smith Barney December 2005 - March 2007
KBK Produkshuns, Inc. January 1999 - March 2007
Citigroup December 2004 - December 2005
Skills
Project Management, Crisis Management, Asset Managment, Business Analysis, Risk Management, Investments, Business Strategy, Relationship Management, Business Development, Vendor Management, Strategic Planning, Finance, Management, Asset Management, Leadership, Mergers & Acquisitions, Software Documentation, Process Improvement, Training, Strategy, Competitive Analysis, Troubleshooting, Customer Satisfaction, Portfolio Management, Team Building, Salesforce.com, Financial Services, Negotiation, E-commerce, Access, CRM, Analytics, Budgets, Sales, Market Research, Analysis, Cross-functional Team..., Product Management, Data Analysis, Team Management, Coaching, Financial Modeling, Equities, Start-ups, Valuation, Account Management, Business Planning, Bloomberg
Education
Bard College 1995 — 1999
BA, Film and Electronic Media
Citigroup/Smith Barney Director of Strategy, Portfolio ManagementMetlifeMay 2002 - May 2005
Guardian Life Insurance Co 1981 - 1995
Education
Fordham Gabelli School of Business 1979 — 1981
Merrill Lynch January 2009 - Present
Citigroup/Smith Barney January 2002 - January 2009
50 Below 1998 - 2002
Skills
Microsoft Excel, Team Building, Series 7, Financial Services, Mutual Funds, Series 63, Employee Benefits, Management, Uniform Combined State..., Retirement Planning, Financial Planning, Customer Service, Leadership, Wealth Management
Education
The College of St. Scholastica 1995 — 1997
Simpson College 1991 — 1993
Cravath. Swaine & Moore LLP October 2012 - Present
Cravath, Swaine & Moore LLP December 2007 - October 2012
Credit-Suisse Litigation Dept January 2010 - December 2010
Cravath, Swaine & Moore LLP November 2002 - December 2007
Citigroup/Smith Barney January 2000 - January 2002
Sullivan & Cromwell January 1999 - January 2000
Cravath, Swaine & Moore LLP January 1985 - January 1994
Cravath, Swaine & Moore LLP January 1985 - January 1994
Skills
Litigation Support, Attorneys, Legal Research, Commercial Litigation, Document Review, Legal Assistance, Westlaw, Legal Writing, Civil Litigation, Intellectual Property, Trials, Corporate Law, Depositions, International Law, Alternative Dispute..., Pleadings, Lexis, Due Diligence, Licensing
Education
Fordham University Graduate School of Arts & Sciences 1989 — 1991
Masters of Arts, Medieval History
Boston College School of Law 1983 — 1984
Columbia College, Columbia University 1978 — 1982
Bachelor of Arts, Political Science
Michigan State University 1977 — 1978
Bank of America/Merrill Lynch December 2009 - Present
Morgan Stanley Smith Barney, LLC June 2009 - December 2009
Citigroup/Smith Barney February 1998 - May 2009
Skills
Separately Managed..., Investment Advisory, Financial Services, Financial Advisory, Mutual Funds, Risk Management, FINRA, Securities, Alternative Investments, Hedge Funds, Investments, Series 7, Financial Risk, Wealth Management
Education
Suffolk Law School
Currently Attending
City University of New York-John Jay College of Criminal Justice
B.A., Criminology
Morgan Stanley Wealth Management June 2009 - Present
Citigroup/Smith Barney January 2004 - June 2009
Tax and Investment Plans/Raymond James Financial Services March 2002 - December 2003
SearchNet October 1996 - December 1998
Fidelity Investments September 1985 - February 1988
Skills
PowerPoint, Microsoft Excel, Equities, Investments, Financial Analysis, Employee Benefits, Asset Managment, Microsoft Office, Mutual Funds
Education
Suffolk University
B.S., Government
Morgan Stanley January 2010 - Present
Citigroup/Smith Barney November 1996 - March 2009
Moodys Investor Services July 1995 - November 1996
Information Builders October 1989 - July 1995
Philon Inc. 1987 - 1989
Education
City University of New York-Hunter College 1983 — 1989
BA, Computer Science
Hunter College High School
NYC Department of Education September 2011 - Present
Magner Center For Career Development and Internships at Brooklyn College August 2009 - June 2011
BNP Paribas RCC Inc May 2006 - April 2008
Citigroup/Smith Barney December 2000 - May 2006
Bank of New January 2000 - November 2000
Skills
Teaching, Research, PowerPoint, Word, Excel, Account Reconciliation, Finance, Management, Microsoft Excel, FX Options, Trading, Back Office, Data Analysis, Microsoft Office, Tutoring, Critical Thinking, Settlement
Education
City University of New York-Brooklyn College 2012 — 2014
Master of Education (M.Ed.), Early Childhood Education and Teaching
City University of New York-Brooklyn College 2009 — 2011
Master, Special Education
Canisius College 1994 — 1998
Bachelors of Arts and Science, History
JPMorgan Chase & Co. August 2011 - Present
Citi July 2010 - August 2011
Brown Brothers Harriman October 2007 - December 2009
Citigroup/Smith Barney August 2005 - June 2007
Skills
Systems Analysis, Business Requirements, Functional Requirements, Requirements Analysis, Stakeholder Workshops, Test Cases, Use Case Diagrams, Project Coordination, Team Management, Project Planning, Presentation Skills, COBOL, Mainframe, SDLC, SQL, CICS, Data Warehousing, PL/SQL, Oracle, DB2, Database Design, Requirements Gathering
Education
City University of New York 1977 — 1979
AAS, Information Technology
Kaplan University
Information Technology
Financial Industry Regulatory Authority (FINRA) October 2002 - Present
Fried Frank 2000 - October 2002
Citigroup/Smith Barney 1997 - 2000
Skills
Securities, FINRA, Securities Regulation
Education
Bowdoin College
Bachelor's degree
Southern Illinois University, Edwardsville
MA
The Catholic University of America
JD
Citigroup/Smith Barney 1996 - 2009
Citigroup/Smith Barney 1980 - 1996
SECURITIES AND EXCHANGE COMMISSION 1977 - 1980
Skills
Securities, Equities, Corporate Law, Litigation, Investments, Financial Services, Arbitration, FINRA, Policy, Legal Writing, Investment Banking, Corporate Governance
Education
Brooklyn Law School
JD, Law
Queens College
BA, History
US Census Bureau April 2010 - August 2010
PrePaid Legal Services, Inc December 2006 - March 2010
Citigroup/Smith Barney April 2000 - April 2005
Andersen Consulting October 1990 - April 2000
Salomon Brothers January 1990 - October 1990
Equitable Life Assurance Co. January 1988 - December 1989
U.S. Trust 1985 - 1988
Education
Barnard College
BA, Economics
Fordham Gabelli School of Business
MBA, Finance
IWorkOnMacs January 2009 - Present
Gerards Wine and Spirits January 2007 - Present
OnForce 2012 - 2013
Citigroup/Smith Barney August 2006 - March 2007
Atlantic Northeast Aviation January 2005 - September 2006
Skills
Web Design, Apple Software, Adobe Creative Suite, Facebook, Wine, Wine Knowledge, Beer, SEO, SEO copywriting, Small Business..., Aviation, Commercial Aviation, Commercial Pilot, Brokerage, Health Insurance, Social Media Marketing, Marketing, Wine Tasting, Business Development, Sales, Internet Technologies, Customer Service, Leadership, Entrepreneurship, Management, Retail, E-commerce
Education
Monmouth University 2003 — 2006
Bachelor of Science, Finance
Stevens Institute of Technology 2003 — 2004
Principal Financial Group July 2012 - Present
Trinity Pension Consultants 2010 - July 2012
Citigroup/Smith Barney 2006 - 2010
Spectrum Capital Corp 2003 - 2006
Skills
401k, Retirement, Retirement Planning, Executive Benefit..., 403 b
Education
Franklin University
2006-2009UBS Financial Services October 2006 - April 2009
Smith Barney April 1991 - October 2006
Smith Barney April 1991 - October 2006
Citigroup/Smith Barney January 1991 - January 2006
Citibank January 1987 - April 1991
Education
Harper College
Associates of Arts
Navigant Consulting April 2011 - Present
Safra National Bank of New York January 2010 - April 2011
VITALE AML CONSULTANTS, INC January 2006 - December 2009
CITIGROUP/SMITH BARNEY July 2005 - December 2005
Union Bank of California International December 2003 - July 2005
Union Bank of California International September 1988 - December 2003
Skills
KYC, AML, OFAC, Compliance, Financial Risk, Capital Markets, Project Management, Fraud, Program Management, Vendor Management, Management, Anti Money Laundering, Risk Assessment, Training, Auditing, Banking, Access, Private Investigations, Due Diligence, Financial Services, Investigation, Corporate Governance, Risk Management, Business Process, SDLC, Software Documentation, Investment Banking, Credit, Credit Risk, Policy, Internal Audit, Internal Controls, Regulations
Education
Marymount Manhattan College 1988 — 1991
BA, Magna Cum Laude, History
Citigroup June 2006 - August 2011
Citigroup/Smith Barney June 2006 - July 2007
Legg Mason June 2000 - June 2006
Legg Mason June 2000 - June 2006
Education
Towson University 2013 — 2014
Master's degree, Elementary Education and Teaching
Pikesville High School
Towson University
Bachelor's Degree; Bachelor's Degree, History; International Studies
Merrill Lynch 2009 - Present
citigroup/Smith Barney 1998 - 2009
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Equities, Fixed Income, Strategic Financial..., Asset Management, Investment Advisory, Series 63, Alternative Investments, Investment Strategies, Securities, Retirement, Financial Modeling, Financial Advisory, Hedge Funds
Education
Manipal Institute of Technology
Bachelor's degree, Civil Engineering
University Of Bombay
DMS, Management
Maersk Inc. February 2009 - Present
Citigroup/Smith Barney June 2006 - February 2009
Citigroup March 1998 - June 2006
Citicorp / Citigroup March 1988 - March 1998
Skills
Tax, Auditing, Tax Accounting, Corporate Tax, Internal Controls, Accounting, Income Tax, International Tax, Financial Analysis, Sarbanes-Oxley Act
Education
St. John's University - NYC 1977 — 1979
M.B.A., Taxation
Syracuse University - Martin J. Whitman School of Management 1973 — 1977
B.S., Accounting
Booker Software October 2014 - Present
Fundbox April 2013 - Present
C2FO January 2013 - Present
JPMorganChase 2002 - 2012
Citigroup/Smith Barney 1992 - 2002
McKinsey & Company 1988 - 1992
Skills
Management, Marketing, Business Strategy, Product Management, Mobile Devices, Finance, Financial Services, Start-ups, Mergers & Acquisitions, Financial Modeling, Business Development, Strategy
Education
Havard Business School 1986 — 1988
Master of Business Administration (M.B.A.)
Princeton University 1980 — 1984
Bachelor of Arts (B.A.), Woodrow Wilson School
Motorists Insurance Group November 2009 - Present
DYSINGER & ASSOCIATES March 2009 - November 2009
CITIGROUP/SMITH BARNEY July 2007 - March 2009
Dyer, Garofalo, Mann & Schultz LPA April 1999 - April 2006
Progressive Insurance April 1995 - April 1999
Skills
Negotiation, Evaluation, Legal, Legal Research, Legal Liability, Legal Issues, Legal Writing, Commercial Lines..., Coverage Issues, Coverages, Client Relations Skills, Client Liaison, Analysis, Policy Analysis, Professional Mentoring, Decisiveness, Management, Time Management, Priority Management, Self-starter, Personal Injury, People Skills, Mediation, Arbitration, Litigation, Subrogation, Personal Injury..., Communication Skills, Technical Hiring, Litigation Expense..., Expense Management, Litigation Reports, Large Loss Reports, Reserves, Auditing, Courts, Insurance, Product Liability, Liability, Commercial Insurance, Claim
Education
University of Dayton School of Law 1991 — 1994
Doctor of Law (J.D.), Law
Villanova University 1987 — 1990
Bachelor of Science (B.S.), Political Science and Government