CSFBdirect Company

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CSFBdirect Employees

Employee
Years
Job
Industry
Blake Darcy Blake Darcy Hanover, New Hampshire Details
Blake Darcy's CSFBdirect Experience November 2000 - January 2002
Job
Industry Internet
Experience
Quantopian  July 2012 - Present
CarNow   July 2015 - Present
Trading Ticket, Inc.   July 2015 - Present
Formula Investing   September 2008 - January 2013
CSFBdirect   November 2000 - January 2002
DLJdirect  September 1987 - November 2000
DLJ  August 1984 - November 2000
Lehman Brothers  October 1982 - August 1984
Xerox  July 1979 - September 1982

Skills
Hedge Funds, Executive Management, Asset Managment, Mutual Funds, Product Development, Alternative Investments, Investments, Investment Strategies, Financial Services, Series 63, High Net Worth..., Venture Capital, Electronic Trading, Private Equity, Series 7, FINRA, Investment Banking, Portfolio Management, Entrepreneurship, Strategy, Due Diligence, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investment Management, Emerging Markets, Start-ups, Angel Investing, Investor Relations, Private Placements, Asset Management

Education
Hamilton College   1974 — 1978
AB, Government

Robert Rockhill Jr. Robert Rockhill Jr. Boca Raton, Florida Details
Robert Rockhill Jr.'s CSFBdirect Experience June 1999 - July 2001
Job School Teacher at Palm Beach County School District
Industry Education Management
Experience
Palm Beach County School District  September 2009 - Present
Charles Albert Fine Sterling Silver   December 2007 - May 2008
CompUSA  May 2007 - December 2007
CSFBdirect   June 1999 - July 2001

Skills
Curriculum Design, Educational Technology, Educational Leadership, Curriculum Development, Tutoring, K-12, Classroom Management, Lesson Planning, Teacher Training, Instructional Technology, Classroom, Literacy, Differentiated..., Special Education, Customer Service

Education
Florida Southern College   1976 — 1979
Bachelor of Science (B.S.), Finance and Financial Management Services

Montclair Kimberley Academy   1969 — 1975

Ade Galloway Ade Galloway Greater Philadelphia Area Details
Ade Galloway's CSFBdirect Experience August 2000 - August 2001
Job Airport Operations Counsel at Clear Channel Outdoor
Industry Legal Services
Experience
Clear Channel Outdoor  January 2014 - Present
Buchanan Ingersoll & Rooney PC  December 2007 - December 2013
Buchanan Ingersoll & Rooney PC  October 2006 - December 2007
Buchanan Ingersoll & Rooney PC  May 2005 - August 2005
D.C. Law Students In Court Program   May 2004 - August 2004
Wachovia Securities  October 2001 - July 2003
CSFBdirect   August 2000 - August 2001

Skills
Corporate Law, Mergers and Acquisitions, Oil and Gas, Licensing, Courts, Legal Writing, Legal Research, Due Diligence

Education
Howard University School of Law   2003 — 2006
Juris Doctor, Law

East Carolina University   1996 — 2000
Bachelor of Science, Business Administration, Finance

Max Corvin Max Corvin Stamford, Connecticut Details
Max Corvin's CSFBdirect Experience 1999 - 2001
Job Product Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  March 2014 - Present
K2 Advisors  July 2008 - Present
Bear Stearns Asset Management  2004 - 2008
GlobeOp Financial Services  2002 - 2004
Merrill Lynch  2001 - 2002
CSFBdirect   1999 - 2001
DLJ Direct  1999 - 2001

Skills
Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Fund Of Funds, Investor Relations, Fixed Income, Equities, Investment Management, Securities, Asset Managment, Capital Markets, Microsoft Excel, Series 7, Series 63, UCITS, Product Management, Morningstar, Product Specialists, Alternative Investment...

Education
University of Delaware   1996 — 2000
BA, Economics

Jason Goldy, ChFC Jason Goldy, ChFC Charlotte, North Carolina Area Details
Jason Goldy, ChFC's CSFBdirect Experience June 1999 - October 2001
Job VP of Sales Development, Director of Financial Planning at HF Financial
Industry Financial Services
Experience
HF Financial  September 2005 - Present
Consolidated Planning, Inc.   January 2003 - September 2005
CSFBdirect   June 1999 - October 2001

Skills
Strategic Financial..., Retirement, Estate Planning, Disability Insurance, Long-term Care, Life Insurance, Wealth Management, Financial Planners, Financial Services, Employee Benefits

Education
Appalachian State University   1996 — 1999
Bachelor of Science (BS), Business Administration, Finance

Olivia Christina Bush Olivia Christina Bush Houston, Texas Area Details
Olivia Christina Bush's CSFBdirect Experience January 2000 - November 2002
Job Program Coordinator at Catholic Charities of the Archdiocese of GalvestonHouston
Industry Nonprofit Organization Management
Experience
Catholic Charities of the Archdiocese of Galveston-Houston  March 2012 - Present
The Bush Cares Project   July 2007 - March 2012
The Bush Cares Project   July 2007 - March 2012
JPMORGAN CHASE 2004 - 2008   January 2004 - January 2008
Money Week Houston   2008 - 2008
JPMorgan Chase Bank  2004 - 2008
Vanguard  March 2002 - August 2004
CSFBdirect   January 2000 - November 2002

Skills
Non-profits, Leadership, Training, Nonprofits, Management, Fundraising, Mental Health Counseling, Grant Writing, Finance, Leadership Development, Program Development, Strategic Planning, Marketing, Grants, Policy, Team Building, Accounting, Public Speaking, Budgets

Education
Texas A&M University   2010 — 2012
Master's degree, Nonprofit Management

Texas A&M University   2010 — 2012
Certificate, Nonprofit Management

University of Phoenix   2002 — 2004
MBA, Business Administration

University of Phoenix   2002 — 2004
Master of Business Administration, Finance

UNC Charlotte   1995 — 2000
BSBA, Finance Management

UNIVERSITY OF NORTH CAROLINA   1995 — 1999
Bachelor of Science, Business Administration

Heatherlyn Ames Heatherlyn Ames Greater Boston Area Details
Heatherlyn Ames's CSFBdirect Experience July 2000 - August 2001
Job Content Manager, Literacy at Pearson
Industry Publishing
Experience
Pearson  March 2014 - Present
Pearson  March 2012 - March 2014
Pearson  April 2010 - March 2012
W.L. Chenery Middle School   September 2006 - August 2009
Peabody Veterans Memorial High School  September 2004 - August 2006
Manhattanville College  July 2003 - June 2004
Manhattanville College  August 2001 - July 2003
CSFBDirect   July 2000 - August 2001

Skills
Content Development, Content Management, Content Strategy, Training, Literacy, Special Education, Staff Development, Professional...

Education
Manhattanville College   2001 — 2004
Master's Degree, Secondary English & Special Education

Drew University   1996 — 2000
Bachelor's Degree, Major: Psychology Minor: Writing

LJ WILLIAMS LJ WILLIAMS Greater New York City Area Details
LJ WILLIAMS's CSFBdirect Experience 1997 - 2001
Job Compliance Manager at Financial Services Company
Industry Financial Services
Experience
Financial Services Company  2003 - Present
CSFBdirect   1997 - 2001
Pershing  1993 - 1997
Dean Witter  1992 - 1993

Skills
Series 24, FINRA, Securities, Mutual Funds, Financial Services, Series 7, AML

Education
Rutgers University-New Brunswick

Jens Mueller Jens Mueller Charlotte, North Carolina Area Details
Jens Mueller's CSFBdirect Experience March 2000 - September 2001
Job Supervisory Control Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  October 2011 - Present
TIAA-CREF  July 2007 - October 2011
TIAA-CREF  September 2002 - June 2007
TIAA-CREF  September 2004 - June 2005
TIAA-CREF  September 2002 - September 2004
Synergy Investment Group, LLC   December 2001 - September 2002
CSFBdirect   March 2000 - September 2001

Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management

Education
Queens University of Charlotte   2007 — 2009
CFP® program

Virginia Polytechnic Institute and State University   1992 — 1996
BS, Environmental Science

Dathan Hall Dathan Hall Charlotte, North Carolina Area Details
Dathan Hall's CSFBdirect Experience 2000 - 2003
Job Elite Services Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  Senior TraderHarrisdirect2004 - 2006
CSFBdirect   2000 - 2003
DLJdirect  1998 - 2000

Education
East Carolina University   1993 — 1998

James Paulin James Paulin Charlotte, North Carolina Area Details
James Paulin's CSFBdirect Experience 2000 - 2006
Job CSD Support at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2009 - Present
Etrade Financial  October 2006 - 2008
Etrade Finanacial   2006 - 2007
Harrisdirect  2000 - 2006
CSFBDirect   2000 - 2006
DLJDirect  2000 - 2001
DLJDirect  1999 - 2001

Education
Champlain College   1994 — 1999

Buttenmuller Michael Buttenmuller Michael Greater New York City Area Details
Buttenmuller Michael's CSFBdirect Experience 2000 - 2001
Job Manager at E*Trade
Industry Financial Services
Experience
E*Trade  ManagerE*TRADE Financial1996 - Present
CSFBdirect   2000 - 2001
DLJdirect  1998 - 2000

Skills
Series 7, Series 24, Securities, Equities, FINRA, Options, Financial Services, Mutual Funds, Investments, Series 63, Fixed Income, Risk Management, Capital Markets, Hedge Funds, Trading, Portfolio Management, Wealth Management, Bloomberg, Derivatives, Alternative Investments, Trading Systems, Management, Back Office, Asset Allocation, Financial Markets, Bonds, Asset Management, ETFs, Financial Risk

Education
Niagara University   1993 — 1996

Hanover Park

Dean Rank Dean Rank Charlotte, North Carolina Area Details
Dean Rank's CSFBdirect Experience December 1999 - 2003
Job Business Development Manager Go To Parts
Industry Renewables & Environment
Experience
Wastequip  July 2014 - Present
PTR Baler & Compactor  June 2012 - June 2014
New Market Waste Solutions  December 2005 - June 2012
Benefit Consultants Group  June 2003 - December 2005
CSFBdirect   December 1999 - 2003
Sunburst Hospitality Corporation  February 1997 - December 1999
The Tower Club - Club Corp   March 1994 - February 1997

Skills
Waste, Sales, Recycling, Negotiation, Facilities Management, Management, Account Management, Strategic Planning, Contract Negotiation, Sales Management, New Business Development, Property Management, Customer Retention, Cold Calling, Sales Operations, Team Building, Business Development

Education
Clarion University of Pennsylvania   1984 — 1988
BS, Economics

Palmyra High School

Palmyra High School

Bob Garry Bob Garry Cleveland/Akron, Ohio Area Details
Bob Garry's CSFBdirect Experience June 1993 - January 2002
Job VP, Human Resources Organizational Development & Learning at University Hospitals
Industry Hospital & Health Care
Experience
BayCare Health System  August 2015 - Present
University Hospitals  October 2008 - July 2015
Montefiore Medical Center  July 2006 - October 2008
NewYork-Presbyterian Hospital  September 2004 - July 2006
CSFBdirect   June 1993 - January 2002

Skills
Organizational..., Employee Relations, Human Resources, Team Building, Employee Engagement, Leadership Development, Organizational..., Onboarding, Talent Management, Training, Healthcare, Budgets, Healthcare Management, Performance Management, Fundraising, Strategic Planning, Management, Nonprofits, Change Management, Talent Acquisition, Leadership, Succession Planning

Education
Pace University   1987 — 1991
Bachelor of Arts (BA), Political Science and Government

Saint Peters Prep   1983 — 1987
High School Diploma

Montclair State University
MA, Administration of Education and Training

Letsy Pinda Letsy Pinda Greater New York City Area Details
Letsy Pinda's CSFBdirect Experience 1997 - 2005
Job Owner at Atlantic Redemption Center, Inc.
Industry Renewables & Environment
Experience
Atlantic Redemption Center, Inc.   2013 - Present
United Recyclers Trucking   2005 - Present
CSFBdirect   1997 - 2005

Education
Montclair State University   2005 — 2008
BA, Poli Sci

Fashion Institute of Technology   1987 — 1989
Merchandising

Bronx High School of Science   1981 — 1985

Rutgers, The State University of New Jersey-Newark
Law

Tim Checko Tim Checko Greater New York City Area Details
Tim Checko's CSFBdirect Experience February 2000 - March 2003
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 2007 - Present
Northstar Systems   March 2006 - August 2007
harrisdirect  January 2003 - August 2006
CSFBdirect   February 2000 - March 2003

Education
Duke University   1987 — 1990
BA, Economics

Steven Layer Steven Layer Greater New York City Area Details
Steven Layer's CSFBdirect Experience 1995 - 2001
Job Strategic Director at AT&T
Industry Telecommunications
Experience
AT&T  March 2002 - Present
CSFBdirect   1995 - 2001

Skills
Customer Retention, Vendor Management, Strategy, Customer Experience, Telecommunications, Management, Cross-functional Team..., Product Management, Managed Services, Call Center, Program Management, Business Analysis, Call Centers, Team Leadership, Change Management, Strategic Partnerships, Strategic Planning, Leadership, Outsourcing, CRM, Wireless

Education
State University of New York College at Plattsburgh   1984 — 1989
Bachelor of Science, International Business

Thomas Espy Thomas Espy Brooklyn, New York Details
Thomas Espy's CSFBdirect Experience January 1997 - January 2001
Job Financial Services Professional
Industry Financial Services
Experience
Georgeson Shareholder Securities Corporation   March 2014 - Present
New York Life Investment’s Annuity Services Group   January 2013 - Present
New York Life  2013 - 2013
Pershing Advisor Solutions, a BNYMellon Company   January 2007 - January 2011
AXA Financial  January 2004 - January 2006
Georgeson Shareholder Communications, Inc   January 2003 - January 2004
CSFBdirect   January 1997 - January 2001
Fechtor, Detwiler & Co., Inc   January 1996 - January 1997

Skills
: Financial services..., Equities, Securities, Mutual Funds, Investments

Education
Morehouse College   1989 — 2003
Bachelor's degree, International Relations and Affairs

Morehouse College   1989 — 1993
Bachelor of Arts, International Relations and Affairs

Fletcher School of Law and Diplomacy, Tufts University
Law and Diplomacy; International Business, International Trade

Paul Park Paul Park New York, New York Details
Paul Park's CSFBdirect Experience June 2000 - April 2001
Job Director, Americas Research Compliance at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank  June 2014 - Present
Barclays Investment Bank  June 2010 - June 2014
Morgan Stanley  December 2003 - June 2010
American Stock Exchange  May 2001 - November 2003
CSFBdirect   June 2000 - April 2001

Skills
Series 7

Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.), Finance, General

The College of New Jersey   1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General