DEAN WITTER
Industry: Company
DescriptionDean Witter Reynolds was an American stock brokerage and securities firm catering to retail clients. Prior to the company's acquisition, it was among the largest retail firms in the securities industry with over 9,000 account executives and was among the largest members of the New York Stock Exchange. Headquarters: New York City, New York, United States Founded: 1978 Number of employees: 33,084 (12/31/96) Total assets: 17.3 billion USD Predecessor: Dean Witter & Co. Reynolds Securities Subsidiary: Discover Financial Services
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DEAN WITTER Employees
Employee
Years
Job
Industry
Terri Herman Terri Herman's DEAN WITTER Experience 1972 - 1973
Job Institutional Equity Sales
Industry Financial Services
Experience
Portales Partners, LLC June 2015 - Present
Brean Capital September 2007 - January 2014
WR Hambrecht + Co 2002 - 2007
Wasserstein Perella 1999 - 2002
Dillon Read Capital Management 1986 - 1998
Dean Witter 1972 - 1973
Skills
Sell Side, Institutional Investors, Institutional..., Equities, Equity Research, Capital Markets, Series 7, Investment Banking, Hedge Funds, Private Equity, Equity Trading, Investor Relations, Equity Valuation, Bloomberg, Trading, Private Placements, Alternative Investments, Series 63, Institutional Sales, Mutual Funds, Portfolio Management, Securities, Venture Capital, Asset Management, Series 24, Investment Management, Investments, Emerging Markets, Valuation, IPO, Financial Analysis, Fixed Income, DCF, ETFs
Education
Boston University 2010 — 2010
BS
Fair Lawn High
Portales Partners, LLC June 2015 - Present
Brean Capital September 2007 - January 2014
WR Hambrecht + Co 2002 - 2007
Wasserstein Perella 1999 - 2002
Dillon Read Capital Management 1986 - 1998
Dean Witter 1972 - 1973
Skills
Sell Side, Institutional Investors, Institutional..., Equities, Equity Research, Capital Markets, Series 7, Investment Banking, Hedge Funds, Private Equity, Equity Trading, Investor Relations, Equity Valuation, Bloomberg, Trading, Private Placements, Alternative Investments, Series 63, Institutional Sales, Mutual Funds, Portfolio Management, Securities, Venture Capital, Asset Management, Series 24, Investment Management, Investments, Emerging Markets, Valuation, IPO, Financial Analysis, Fixed Income, DCF, ETFs
Education
Boston University 2010 — 2010
BS
Fair Lawn High
Chuck Falkenstein Chuck Falkenstein's DEAN WITTER Experience August 1992 - April 1995
Job Experienced Manager, Ready Mix, Aggregates & Construction Industries
Industry Construction
Experience
Knife River Corporation March 2014 - Present
Central Valley Concrete, Inc. May 1995 - September 2013
Wyoming Construction Materials, LLC June 2010 - August 2013
Dean Witter August 1992 - April 1995
Sante Fe Aggregates, Inc. August 1988 - July 1992
Henningsen and Sons Concrete May 1980 - July 1988
Vallejo Building Materials April 1974 - April 1980
ACE Hardware of Vallejo March 1972 - March 1974
Smith, Droast & Connolly, CPA's March 1971 - February 1972
US Army August 1969 - February 1971
Skills
Concrete, Materials, Construction, Building Materials, Mining, Construction Management, Contract Management, Contract Negotiation, Project Bidding, Value Engineering, Project Planning, Cost Control, Budgets, Contractors, Civil Engineering, Highways, Engineering, Cement, Subcontracting, Business Acquisition, Process Scheduler, Road, Project Estimation, Management, CPM Scheduling, Cost Management, Negotiation, Procurement, Selling, Pricing, Quality Control, Feasibility Studies, Business Analysis, Primavera P6, Factory, Purchasing, Budgeting, Scheduling, Mine Permiting, Business Permiting, Operations Management, Strategic Planning, Team Building, Project Management, New Business Development, Customer Service, Sales
Education
California State University-Sacramento 1966 — 1969
Bachelor of Science (BS), Finance / Real Estate with a Minor in Economics
Golden Gate University 1972 — 1973
Accounting
Knife River Corporation March 2014 - Present
Central Valley Concrete, Inc. May 1995 - September 2013
Wyoming Construction Materials, LLC June 2010 - August 2013
Dean Witter August 1992 - April 1995
Sante Fe Aggregates, Inc. August 1988 - July 1992
Henningsen and Sons Concrete May 1980 - July 1988
Vallejo Building Materials April 1974 - April 1980
ACE Hardware of Vallejo March 1972 - March 1974
Smith, Droast & Connolly, CPA's March 1971 - February 1972
US Army August 1969 - February 1971
Skills
Concrete, Materials, Construction, Building Materials, Mining, Construction Management, Contract Management, Contract Negotiation, Project Bidding, Value Engineering, Project Planning, Cost Control, Budgets, Contractors, Civil Engineering, Highways, Engineering, Cement, Subcontracting, Business Acquisition, Process Scheduler, Road, Project Estimation, Management, CPM Scheduling, Cost Management, Negotiation, Procurement, Selling, Pricing, Quality Control, Feasibility Studies, Business Analysis, Primavera P6, Factory, Purchasing, Budgeting, Scheduling, Mine Permiting, Business Permiting, Operations Management, Strategic Planning, Team Building, Project Management, New Business Development, Customer Service, Sales
Education
California State University-Sacramento 1966 — 1969
Bachelor of Science (BS), Finance / Real Estate with a Minor in Economics
Golden Gate University 1972 — 1973
Accounting
Brandt McDonald Brandt McDonald's DEAN WITTER Experience 1994 - 1998
Job Managing Partner, McDonald, Barranco, & Hagen, Wealth Management
Industry Financial Services
Experience
McDonald, Barranco & Hagen Wealth Management April 1998 - Present
LPL Financial 2007 - 2014
Dean Witter 1994 - 1998
Morgan Keegan & Company 1989 - 1994
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Mutual Funds, Investments, Series 63, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, IRAs, Financial Advisory, Estate Planning, Investment Management, Financial Services
Education
Auburn University 1985 — 1989
Bachelor of Science, Finance
Jefferson Davis High School 1982 — 1985
Montgomery, AL
McDonald, Barranco & Hagen Wealth Management April 1998 - Present
LPL Financial 2007 - 2014
Dean Witter 1994 - 1998
Morgan Keegan & Company 1989 - 1994
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Mutual Funds, Investments, Series 63, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, IRAs, Financial Advisory, Estate Planning, Investment Management, Financial Services
Education
Auburn University 1985 — 1989
Bachelor of Science, Finance
Jefferson Davis High School 1982 — 1985
Montgomery, AL
Jay Hernandez Jay Hernandez's DEAN WITTER Experience September 1997 - August 1998
Job Consulting Project Manager for IPv6 migration at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2014 - Present
Task Consultants for Metlife January 2012 - March 2014
Insight Global Consultant for Carolinas Healthcare Services February 2011 - December 2011
Signature Consultants January 2010 - December 2011
IBM September 2003 - November 2008
Reuters FSM Account and PaineWebber Account January 1998 - January 2003
Dean Witter September 1997 - August 1998
Morgan Stanley Smith Barney January 1997 - January 1998
Skills
Servers, SharePoint, Data Center, Troubleshooting, Technical Support, Networking, Security, Service Delivery, System Deployment, Vendor Management, Project Management, Management, SDLC, Visio, ITIL, PMP, Access, Customer Service, Hardware, Program Management, Leadership, Help Desk Support, Requirements Analysis, Citrix, Software Installation, Infrastructure, Windows, Disaster Recovery, IT Service Management, IT Management, Project Portfolio..., IT Strategy, Procurement, Budgets, Business Analysis, PMO, Wireless, Telecommunications, Resource Management, Training, Integration, Blackberry, Brokerage, Change Management, Team Leadership, Business Intelligence, Process Improvement, Software Project..., MS Project, Agile Scrum
Education
Baruch College
Brooklyn College 1980 — 1981
Wells Fargo December 2014 - Present
Task Consultants for Metlife January 2012 - March 2014
Insight Global Consultant for Carolinas Healthcare Services February 2011 - December 2011
Signature Consultants January 2010 - December 2011
IBM September 2003 - November 2008
Reuters FSM Account and PaineWebber Account January 1998 - January 2003
Dean Witter September 1997 - August 1998
Morgan Stanley Smith Barney January 1997 - January 1998
Skills
Servers, SharePoint, Data Center, Troubleshooting, Technical Support, Networking, Security, Service Delivery, System Deployment, Vendor Management, Project Management, Management, SDLC, Visio, ITIL, PMP, Access, Customer Service, Hardware, Program Management, Leadership, Help Desk Support, Requirements Analysis, Citrix, Software Installation, Infrastructure, Windows, Disaster Recovery, IT Service Management, IT Management, Project Portfolio..., IT Strategy, Procurement, Budgets, Business Analysis, PMO, Wireless, Telecommunications, Resource Management, Training, Integration, Blackberry, Brokerage, Change Management, Team Leadership, Business Intelligence, Process Improvement, Software Project..., MS Project, Agile Scrum
Education
Baruch College
Brooklyn College 1980 — 1981
Adam Jedrzejak, CPA, PMP Adam Jedrzejak, CPA, PMP's DEAN WITTER Experience February 1991 - February 1995
Job VP Product Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase November 2011 - March 2015
Pepsi Beverages Company June 2005 - January 2011
Independent February 2002 - June 2005
Cartesis August 2000 - February 2002
CHI Consulting June 1998 - August 2000
KPMG July 1997 - June 1998
Arthur Andersen Business Consulting 1995 - 1997
Dean Witter February 1991 - February 1995
Skills
Process Engineering, Software Implementation, Business Process..., Change Management, Management Consulting, PMP, PMO, Cross-functional Team..., Process Improvement, Business Analysis, Management, Integration, PeopleSoft, Business Intelligence, Program Management, Sarbanes-Oxley Act, IT Strategy, Software Project..., Project Portfolio..., Team Leadership, Analysis, Project Management, Team Building, Business Process, SDLC, Risk Management, Visio, Forecasting, Business Process..., Strategy, ERP, Leadership, IT Management, Vendor Management, CPA
Education
DePaul University 1986 — 1990
BS, Accountancy
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase November 2011 - March 2015
Pepsi Beverages Company June 2005 - January 2011
Independent February 2002 - June 2005
Cartesis August 2000 - February 2002
CHI Consulting June 1998 - August 2000
KPMG July 1997 - June 1998
Arthur Andersen Business Consulting 1995 - 1997
Dean Witter February 1991 - February 1995
Skills
Process Engineering, Software Implementation, Business Process..., Change Management, Management Consulting, PMP, PMO, Cross-functional Team..., Process Improvement, Business Analysis, Management, Integration, PeopleSoft, Business Intelligence, Program Management, Sarbanes-Oxley Act, IT Strategy, Software Project..., Project Portfolio..., Team Leadership, Analysis, Project Management, Team Building, Business Process, SDLC, Risk Management, Visio, Forecasting, Business Process..., Strategy, ERP, Leadership, IT Management, Vendor Management, CPA
Education
DePaul University 1986 — 1990
BS, Accountancy
Scott Dahlberg's DEAN WITTER Experience June 1993 - April 1997
Job Managing Director at Legacy Capital Management LLC
Industry Investment Management
Experience
Legacy Capital Management LLC December 2008 - Present
Wells Fargo Advisors October 2002 - December 2008
UBS April 1997 - October 2002
Dean Witter June 1993 - April 1997
Skills
Investments, Retirement Planning, Retirement Plan..., Certified Divorce..., Qualified Mediator, Securities, Financial Services, Retirement, Finance, Insurance, Disability Insurance, Asset Management, Portfolio Management, Wealth Management, Alternative Investments
Education
California State University-Los Angeles 1980 — 1984
Sociology
Legacy Capital Management LLC December 2008 - Present
Wells Fargo Advisors October 2002 - December 2008
UBS April 1997 - October 2002
Dean Witter June 1993 - April 1997
Skills
Investments, Retirement Planning, Retirement Plan..., Certified Divorce..., Qualified Mediator, Securities, Financial Services, Retirement, Finance, Insurance, Disability Insurance, Asset Management, Portfolio Management, Wealth Management, Alternative Investments
Education
California State University-Los Angeles 1980 — 1984
Sociology
Sandra Cohan Sandra Cohan's DEAN WITTER Experience 1983 - 1985
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Independent November 2008 - Present
BullsEye Resources, Inc. January 2007 - November 2008
Prudential Equity Group December 1990 - October 2006
Credit Suisse First Boston 1989 - 1990
Tucker Anthony & R.L. Day 1986 - 1989
Goldman Sachs 1985 - 1986
Dean Witter 1983 - 1985
National Association for Female Executives 1981 - 1983
Skills
Marketing, Economics, Equity Research, Research, Editing, Capital Markets, Strategic Communications, Proofreading, Newsletters, Copywriting, Copy Editing, Editorial, Online Research, Publications, Report Writing, Interviews
Education
Brown University 1977 — 1981
A.B., English and American Literature
Daniel Hand High School 1973 — 1977
Independent November 2008 - Present
BullsEye Resources, Inc. January 2007 - November 2008
Prudential Equity Group December 1990 - October 2006
Credit Suisse First Boston 1989 - 1990
Tucker Anthony & R.L. Day 1986 - 1989
Goldman Sachs 1985 - 1986
Dean Witter 1983 - 1985
National Association for Female Executives 1981 - 1983
Skills
Marketing, Economics, Equity Research, Research, Editing, Capital Markets, Strategic Communications, Proofreading, Newsletters, Copywriting, Copy Editing, Editorial, Online Research, Publications, Report Writing, Interviews
Education
Brown University 1977 — 1981
A.B., English and American Literature
Daniel Hand High School 1973 — 1977
Charlie Pydych Charlie Pydych's DEAN WITTER Experience December 1983 - January 1987
Job CEO/PRES at CARTRIDGE CARE
Industry Computer Hardware
Experience
LOFFLER COS January 2014 - Present
CARTRIDGE CARE February 1989 - December 2013
Dean Witter December 1983 - January 1987
Skills
Business Strategy, Marketing, Sales, Account Management, Product Management, Solution Selling, Sales Management, New Business Development, Product Marketing, access developer
Education
Carleton College
Bachelor of Arts (B.A.), Political Science; music
University of Minnesota - Carlson School of Management
LOFFLER COS January 2014 - Present
CARTRIDGE CARE February 1989 - December 2013
Dean Witter December 1983 - January 1987
Skills
Business Strategy, Marketing, Sales, Account Management, Product Management, Solution Selling, Sales Management, New Business Development, Product Marketing, access developer
Education
Carleton College
Bachelor of Arts (B.A.), Political Science; music
University of Minnesota - Carlson School of Management
John Tillapaugh John Tillapaugh's DEAN WITTER Experience 1983 - 1984
Job GIF Services, LLC
Industry Financial Services
Experience
GIF Services, LLC 1997 - Present
JJT Services, LLC 1991 - 2013
Lehman Brothers 1984 - 1990
Dean Witter 1983 - 1984
Skills
Financial Accounting, Superior Client Service, Investment Advisory..., Completed Level I of..., Financial Modeling, Financial Analysis, Cash Management, Forensic Accounting, QuickBooks, Peachtree Accounting, Investment Management, Payroll Processing, AR & AP Management, Cash Flow Forecasting, Investments
Education
Cornell University 1975 — 1979
Bachelor of Science (B.S.), Hospitality Administration/Management
Georgia State University 1984 — 1988
Master of Business Administration (M.B.A.), Finance, General
GIF Services, LLC 1997 - Present
JJT Services, LLC 1991 - 2013
Lehman Brothers 1984 - 1990
Dean Witter 1983 - 1984
Skills
Financial Accounting, Superior Client Service, Investment Advisory..., Completed Level I of..., Financial Modeling, Financial Analysis, Cash Management, Forensic Accounting, QuickBooks, Peachtree Accounting, Investment Management, Payroll Processing, AR & AP Management, Cash Flow Forecasting, Investments
Education
Cornell University 1975 — 1979
Bachelor of Science (B.S.), Hospitality Administration/Management
Georgia State University 1984 — 1988
Master of Business Administration (M.B.A.), Finance, General
Arlin Penner Arlin Penner's DEAN WITTER Experience June 1982 - June 1998
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - Present
Morgan Stanley Smith Barney July 1998 - June 2012
Dean Witter June 1982 - June 1998
Skills
High Net Worth..., Retirement Planning, Asset Allocation, Wealth, Finance, Analysis, Retirement, Mutual Funds, Investment Strategies, Financial Advisory, Estate Investment..., Investment Planning
Education
The American College 1999 — 2000
Planning for Impact in the Context of Family wealth; Charitable Strategies; and Gift Planning
Cal State Fullerton 1967 — 1970
Cal Life Secondary Credential, Biology/Chemistry
Tabor College Hillsboro, KS 1965 — 1967
Bachelor's degree, Biology/Chemistry
California State University-Long Beach
Certified Specialist in Planned Giving, CSULB Foundation - American Institute of Philanthropy -
Wells Fargo Advisors June 2012 - Present
Morgan Stanley Smith Barney July 1998 - June 2012
Dean Witter June 1982 - June 1998
Skills
High Net Worth..., Retirement Planning, Asset Allocation, Wealth, Finance, Analysis, Retirement, Mutual Funds, Investment Strategies, Financial Advisory, Estate Investment..., Investment Planning
Education
The American College 1999 — 2000
Planning for Impact in the Context of Family wealth; Charitable Strategies; and Gift Planning
Cal State Fullerton 1967 — 1970
Cal Life Secondary Credential, Biology/Chemistry
Tabor College Hillsboro, KS 1965 — 1967
Bachelor's degree, Biology/Chemistry
California State University-Long Beach
Certified Specialist in Planned Giving, CSULB Foundation - American Institute of Philanthropy -
Thomas Worrel Thomas Worrel's DEAN WITTER Experience September 1987 - May 1989
Job
Industry Religious Institutions
Experience
Bishop O'Dowd High School August 2005 - June 2009
Green Lion Books and Gifts June 1992 - February 1996
Charles Schwab June 1989 - June 1992
Dean Witter September 1987 - May 1989
Skills
Teaching, Community Outreach, Investments, Finance, Public Speaking, Higher Education, Mutual Funds
Education
Dominican School of Philosophy and Theology
MA, Theology
Maryville College
BA, Religious Studies
University of San Francisco
MBA, Industrial Relations
Bishop O'Dowd High School August 2005 - June 2009
Green Lion Books and Gifts June 1992 - February 1996
Charles Schwab June 1989 - June 1992
Dean Witter September 1987 - May 1989
Skills
Teaching, Community Outreach, Investments, Finance, Public Speaking, Higher Education, Mutual Funds
Education
Dominican School of Philosophy and Theology
MA, Theology
Maryville College
BA, Religious Studies
University of San Francisco
MBA, Industrial Relations
David Traynor JD David Traynor JD's DEAN WITTER Experience February 1981 - March 1983
Job Principal Pennsylvania at Nautic Financial
Industry Insurance
Experience
Nautic Financial August 2015 - Present
Private Research Advisory January 2010 - Present
Traynor Sports Management June 1999 - Present
Global Research Advisors March 2010 - October 2012
Prudential Securities April 1983 - January 1992
Dean Witter February 1981 - March 1983
Smith, Barney January 1973 - January 1981
United States Marine Corps July 1959 - July 1962
Skills
Financial Risk..., Sports Marketing, Sports Management, Quantitative Analysis, Motivational Speaking, Quantitative Research, Athlete Representation, Athlete Development, Stock Trading, Quantitative Analytics, Hedge Funds, Trading Strategies, Fundraising, Program Management, Trading, Portfolio Management, Sports, Financial Markets, Management, Public Speaking, Coaching, Employee Benefits, HRA, Capital Markets, Life Coaching, Published Author, CRM, Life Insurance, Insurance, Securities, Retirement, Fixed Income, Investments, Asset Allocation, Financial Services, Leadership, Training, Risk Management, Mergers & Acquisitions, Healthcare, Sales, Alternative Investments, Entrepreneurship, Executive Management, Asset Management, Small Business, Start-ups, Finance, Strategic Financial..., Consulting
Education
Fordham Law School 1964 — 1968
JD Doctor of Laws
College of the Holy Cross 1955 — 1959
Bachelor's degree, English Literature
Brooklyn Prep 1951 — 1955
Series 6, Series 7, Series 63, Series 65, Pennslyvania Life , Accident, Health Insurance License
Nautic Financial August 2015 - Present
Private Research Advisory January 2010 - Present
Traynor Sports Management June 1999 - Present
Global Research Advisors March 2010 - October 2012
Prudential Securities April 1983 - January 1992
Dean Witter February 1981 - March 1983
Smith, Barney January 1973 - January 1981
United States Marine Corps July 1959 - July 1962
Skills
Financial Risk..., Sports Marketing, Sports Management, Quantitative Analysis, Motivational Speaking, Quantitative Research, Athlete Representation, Athlete Development, Stock Trading, Quantitative Analytics, Hedge Funds, Trading Strategies, Fundraising, Program Management, Trading, Portfolio Management, Sports, Financial Markets, Management, Public Speaking, Coaching, Employee Benefits, HRA, Capital Markets, Life Coaching, Published Author, CRM, Life Insurance, Insurance, Securities, Retirement, Fixed Income, Investments, Asset Allocation, Financial Services, Leadership, Training, Risk Management, Mergers & Acquisitions, Healthcare, Sales, Alternative Investments, Entrepreneurship, Executive Management, Asset Management, Small Business, Start-ups, Finance, Strategic Financial..., Consulting
Education
Fordham Law School 1964 — 1968
JD Doctor of Laws
College of the Holy Cross 1955 — 1959
Bachelor's degree, English Literature
Brooklyn Prep 1951 — 1955
Series 6, Series 7, Series 63, Series 65, Pennslyvania Life , Accident, Health Insurance License
Joe Vogel Joe Vogel's DEAN WITTER Experience 1996 - 1997
Job Energy Derivative Broker at Liquid Futures LLC
Industry Financial Services
Experience
LPS Futures LLC February 2012 - August 2013
PVO Energy July 2008 - February 2012
Energex Futures LLC 2006 - 2008
Energex INC. 2002 - 2006
Trademark commodities 1997 - 2002
Dean Witter 1996 - 1997
Education
Adelphi University 1989 — 1991
St Franci Prep HS 1985 — 1989
Graduate
LPS Futures LLC February 2012 - August 2013
PVO Energy July 2008 - February 2012
Energex Futures LLC 2006 - 2008
Energex INC. 2002 - 2006
Trademark commodities 1997 - 2002
Dean Witter 1996 - 1997
Education
Adelphi University 1989 — 1991
St Franci Prep HS 1985 — 1989
Graduate
Daniel K. Carter Daniel K. Carter's DEAN WITTER Experience 1992 - 1994
Job EVP at The Trust Company of Knoxville
Industry Financial Services
Experience
The Trust Company January 1995 - Present
Dean Witter 1992 - 1994
Skills
Retirement Planning, Asset Allocation, Estate Planning, 401k, Investment Management, Retirement, Wealth Management, Financial Services, Strategic Financial..., Investments, Pensions, Retirement Plan..., Wealth, Investment Advisory, Trust Services, Leadership, Wealth Management..., Investment Strategies, Alternative Investments, Series 7, Qualified Retirement..., Finance, Portfolio Management, IRAs, Series 63, Series 65, Securities, Personal Financial..., Mutual Funds, Asset Management, Bonds, Fixed Annuities, Strategic Planning, Management, Financial Advisory, Financial Planning
Education
The University of Tennessee at Chattanooga 1989 — 1992
BS, Finance and Economics
Centre College 1987 — 1989
The Trust Company January 1995 - Present
Dean Witter 1992 - 1994
Skills
Retirement Planning, Asset Allocation, Estate Planning, 401k, Investment Management, Retirement, Wealth Management, Financial Services, Strategic Financial..., Investments, Pensions, Retirement Plan..., Wealth, Investment Advisory, Trust Services, Leadership, Wealth Management..., Investment Strategies, Alternative Investments, Series 7, Qualified Retirement..., Finance, Portfolio Management, IRAs, Series 63, Series 65, Securities, Personal Financial..., Mutual Funds, Asset Management, Bonds, Fixed Annuities, Strategic Planning, Management, Financial Advisory, Financial Planning
Education
The University of Tennessee at Chattanooga 1989 — 1992
BS, Finance and Economics
Centre College 1987 — 1989
STEPHEN WITTER STEPHEN WITTER's DEAN WITTER Experience October 1987 - January 2001
Job Project Manager
Industry Facilities Services
Experience
Jones Lang LaSalle 2008 - 2009
Morgan Stanley January 2001 - January 2007
Morgan Stanley January 2001 - January 2005
Dean Witter October 1987 - January 2001
Skills
Project Management, Facilities Management, Construction, Refurbishing, Advances Woodworking, Microsoft Office..., CAFM, AutoCAD, Budgets, Analysis, Management, Requirements Analysis, Strategic Planning, Time Management, Project Planning, Construction Management, MS Project, Business Analysis, Vendor Management, Contract Management, Microsoft Project, SharePoint, Contract Negotiation
Education
Stevens Institute of Technology 2008 — 2009
PMP Certifcation, Project Management
Art Institute of Philadelphia 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Interior Design
Jones Lang LaSalle 2008 - 2009
Morgan Stanley January 2001 - January 2007
Morgan Stanley January 2001 - January 2005
Dean Witter October 1987 - January 2001
Skills
Project Management, Facilities Management, Construction, Refurbishing, Advances Woodworking, Microsoft Office..., CAFM, AutoCAD, Budgets, Analysis, Management, Requirements Analysis, Strategic Planning, Time Management, Project Planning, Construction Management, MS Project, Business Analysis, Vendor Management, Contract Management, Microsoft Project, SharePoint, Contract Negotiation
Education
Stevens Institute of Technology 2008 — 2009
PMP Certifcation, Project Management
Art Institute of Philadelphia 1983 — 1985
Associate of Arts and Sciences (A.A.S.), Interior Design
Bert Simon Bert Simon's DEAN WITTER Experience March 1983 - March 1989
Job Financial Services
Industry Financial Services
Experience
USAA March 2011 - Present
Wells Fargo January 2007 - August 2009
Morgan Stanley May 2002 - January 2007
Morgan Stanley Investment Management and Van Kampen September 1997 - May 2002
Morgan Stanley Managed Futures August 1994 - September 1997
Dean Witter Unit Trust & Retail Products Group March 1989 - August 1994
Dean Witter March 1983 - March 1989
Education
Colorado State University 1970 — 1976
BA, Political Science, Pre-law, History
USAA March 2011 - Present
Wells Fargo January 2007 - August 2009
Morgan Stanley May 2002 - January 2007
Morgan Stanley Investment Management and Van Kampen September 1997 - May 2002
Morgan Stanley Managed Futures August 1994 - September 1997
Dean Witter Unit Trust & Retail Products Group March 1989 - August 1994
Dean Witter March 1983 - March 1989
Education
Colorado State University 1970 — 1976
BA, Political Science, Pre-law, History
Alfonso Mancuso Alfonso Mancuso's DEAN WITTER Experience October 1996 - May 1997
Job Associate Director at Covance
Industry Information Technology and Services
Experience
Covance August 2014 - Present
Goldman Sachs March 2008 - June 2014
Merrill Lynch May 1997 - March 2008
Dean Witter October 1996 - May 1997
Skills
Identity Management, Access Management, Active Directory, Siteminder, Enterprise Architecture, Disaster Recovery, Vendor Management, IT Strategy, Integration, ITIL, Troubleshooting, Management, Strategy, Enterprise Software, Solaris, IT Management, Infrastructure, System Deployment, SDLC, Business Continuity, Leadership, Change Management, Data Center, PMO, Market Data, IT Operations, Governance, Project Portfolio..., Risk Management, Security, Business Analysis, Information Technology
Education
City University of New York-Brooklyn College 1990 — 1995
BS, Psychology
City University of New York-Brooklyn College
Bachelor's degree, Clinical Psychology
Covance August 2014 - Present
Goldman Sachs March 2008 - June 2014
Merrill Lynch May 1997 - March 2008
Dean Witter October 1996 - May 1997
Skills
Identity Management, Access Management, Active Directory, Siteminder, Enterprise Architecture, Disaster Recovery, Vendor Management, IT Strategy, Integration, ITIL, Troubleshooting, Management, Strategy, Enterprise Software, Solaris, IT Management, Infrastructure, System Deployment, SDLC, Business Continuity, Leadership, Change Management, Data Center, PMO, Market Data, IT Operations, Governance, Project Portfolio..., Risk Management, Security, Business Analysis, Information Technology
Education
City University of New York-Brooklyn College 1990 — 1995
BS, Psychology
City University of New York-Brooklyn College
Bachelor's degree, Clinical Psychology
Jo Anne Grella Jo Anne Grella's DEAN WITTER Experience 1987 - 1989
Job Financial Consultant LPL Branch Manager
Industry Financial Services
Experience
Grella Financial Services 2000 - Present
Dean Witter 1987 - 1989
EF Hutton 1984 - 1987
James F. Leonard Middle School 1969 - 1984
Skills
Teacher, Personal Financial..., Investments, Securities, Financial Services, FINRA, Finance, Retirement Planning, Estate Planning, Retirement, Investment Advisory, Financial Advisory, IRAs, Wealth Management, Series 7, Wealth, Mutual Funds, Trusts, Fixed Annuities, 401k, Asset Allocation, Series 63
Education
Merrimack College 2000 — 2001
Certificate, Financial Planning and Services
Boston College 1969 — 1971
Master's degree, Education
UMass Lowell 1965 — 1969
Bachelor of Applied Science (B.A.Sc.), Education
Grella Financial Services 2000 - Present
Dean Witter 1987 - 1989
EF Hutton 1984 - 1987
James F. Leonard Middle School 1969 - 1984
Skills
Teacher, Personal Financial..., Investments, Securities, Financial Services, FINRA, Finance, Retirement Planning, Estate Planning, Retirement, Investment Advisory, Financial Advisory, IRAs, Wealth Management, Series 7, Wealth, Mutual Funds, Trusts, Fixed Annuities, 401k, Asset Allocation, Series 63
Education
Merrimack College 2000 — 2001
Certificate, Financial Planning and Services
Boston College 1969 — 1971
Master's degree, Education
UMass Lowell 1965 — 1969
Bachelor of Applied Science (B.A.Sc.), Education
Garry Maddox Garry Maddox's DEAN WITTER Experience 1989 - 1992
Job Owner at GarDen Sales
Industry Furniture
Experience
GarDen Sales October 1992 - Present
Dean Witter 1989 - 1992
Garrison and Associates 1986 - 1989
Skills
Retail, Budgets, Marketing, Team Building, Coaching, Marketing Strategy, Start-ups, Team Leadership, Manufacturing, Leadership, Management, Leadership Development, Sales, Small Business, Entrepreneurship, Business Strategy, Business Planning, Contract Negotiation
Education
The Southern Baptist Theological Seminary 2004 — 2009
Master's degree, Missions/Missionary Studies and Missiology
Auburn University 1982 — 1986
Bachelor's degree, Finance
GarDen Sales October 1992 - Present
Dean Witter 1989 - 1992
Garrison and Associates 1986 - 1989
Skills
Retail, Budgets, Marketing, Team Building, Coaching, Marketing Strategy, Start-ups, Team Leadership, Manufacturing, Leadership, Management, Leadership Development, Sales, Small Business, Entrepreneurship, Business Strategy, Business Planning, Contract Negotiation
Education
The Southern Baptist Theological Seminary 2004 — 2009
Master's degree, Missions/Missionary Studies and Missiology
Auburn University 1982 — 1986
Bachelor's degree, Finance
Bradley Saunders Bradley Saunders's DEAN WITTER Experience January 1991 - January 1997
Job Chief Executive Officer
Industry Financial Services
Experience
PSM Private Wealth Management, LLC March 2013 - Present
Morgan Stanley & Company August 2008 - March 2013
Morgan Stanley & Company March 2006 - September 2007
Morgan Stanley & Company December 2004 - March 2006
Morgan Stanley Dean Witter April 2002 - December 2004
Morgan Stanley Dean Witter June 1997 - April 2002
Morgan Stanley Dean Witter January 1997 - June 1997
Dean Witter January 1991 - January 1997
Skills
Wealth Management, Investment Advisory, Asset Management, Asset Managment, Equities, Capital Markets, Series 7, Financial Services, Alternative Investments, Financial Advisory, Series 63, Risk Management, Mutual Funds, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Finance, Hedge Funds, FINRA, Investment Management, Bonds, Strategic Financial..., Fixed Annuities, Options, Private Banking, Business Strategy, ETFs, Fixed Income, Retirement Planning, Investments, Series 65, Portfolio Management, Retirement, Wealth, Structured Products, Strong Business Acumen, Financial Analysis, High Net Worth..., Investment Banking, Estate Planning, Uniform Combined State..., Separately Managed..., 401k, IRAs, Private Equity, Variable Annuities, Bloomberg
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1999
MBA, Finance
California State University-Fullerton - College of Business and Economics 1978 — 1982
BS Degree, Finance
PSM Private Wealth Management, LLC March 2013 - Present
Morgan Stanley & Company August 2008 - March 2013
Morgan Stanley & Company March 2006 - September 2007
Morgan Stanley & Company December 2004 - March 2006
Morgan Stanley Dean Witter April 2002 - December 2004
Morgan Stanley Dean Witter June 1997 - April 2002
Morgan Stanley Dean Witter January 1997 - June 1997
Dean Witter January 1991 - January 1997
Skills
Wealth Management, Investment Advisory, Asset Management, Asset Managment, Equities, Capital Markets, Series 7, Financial Services, Alternative Investments, Financial Advisory, Series 63, Risk Management, Mutual Funds, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Finance, Hedge Funds, FINRA, Investment Management, Bonds, Strategic Financial..., Fixed Annuities, Options, Private Banking, Business Strategy, ETFs, Fixed Income, Retirement Planning, Investments, Series 65, Portfolio Management, Retirement, Wealth, Structured Products, Strong Business Acumen, Financial Analysis, High Net Worth..., Investment Banking, Estate Planning, Uniform Combined State..., Separately Managed..., 401k, IRAs, Private Equity, Variable Annuities, Bloomberg
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1999
MBA, Finance
California State University-Fullerton - College of Business and Economics 1978 — 1982
BS Degree, Finance
Rob Livingston Rob Livingston's DEAN WITTER Experience July 1991 - September 1993
Job Strategic Leader / Team Builder
Industry Marketing and Advertising
Experience
Number 6 Cider Co. May 2014 - Present
Grand Banks Yachts September 2001 - January 2013
aQuantive February 2000 - February 2001
Morgan Stanley Online July 1998 - February 2000
America Online September 1995 - August 1996
Grand Banks Yachts September 1993 - September 1995
Dean Witter July 1991 - September 1993
Skills
Product Development, Strategic Planning, Executive Management, Strategic Partnerships, Business Development, Negotiation, Yachting, Marketing Strategy, Operations Management, New Business Development, Sailing, Management, Team Building, Strategic Leadership, Leadership, Mergers & Acquisitions, Marketing, Cross-functional Team..., Contract Negotiation, Online Advertising, Advertising, Project Management
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Georgetown University 1987 — 1991
BS, Finance and International Management
Singapore American School 1974 — 1987
HS
Number 6 Cider Co. May 2014 - Present
Grand Banks Yachts September 2001 - January 2013
aQuantive February 2000 - February 2001
Morgan Stanley Online July 1998 - February 2000
America Online September 1995 - August 1996
Grand Banks Yachts September 1993 - September 1995
Dean Witter July 1991 - September 1993
Skills
Product Development, Strategic Planning, Executive Management, Strategic Partnerships, Business Development, Negotiation, Yachting, Marketing Strategy, Operations Management, New Business Development, Sailing, Management, Team Building, Strategic Leadership, Leadership, Mergers & Acquisitions, Marketing, Cross-functional Team..., Contract Negotiation, Online Advertising, Advertising, Project Management
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Georgetown University 1987 — 1991
BS, Finance and International Management
Singapore American School 1974 — 1987
HS
David Merkin's DEAN WITTER Experience 1992 - 1994
Job President at CMIT Solutions of Southwest Nassau
Industry Information Technology and Services
Experience
CMIT Solutions of Southwest Nassau March 2012 - Present
Goldman Sachs July 1999 - September 2011
Metropolitan Life Insurance, New York, NY January 1997 - July 1999
Dean Witter 1992 - 1994
Republic National Bank 1992 - 1993
Ernst & Young 1991 - 1993
Skills
Small Business, Technical Management, Technical Architecture, Technical Training, Technical Analysis, Change Management, Network Administration, Network Engineering, NetApp, NAS, IT Service Management, Servers, Vendor Management, Technology Management, Storage, Networking, Enterprise Architecture, Disaster Recovery, Firewalls, Managed Services, Business Continuity, Active Directory
Education
University of Phoenix 2006 — 2008
MBA
Baruch College, City University of New York (CUNY) 1984 — 1989
Bachelors
CMIT Solutions of Southwest Nassau March 2012 - Present
Goldman Sachs July 1999 - September 2011
Metropolitan Life Insurance, New York, NY January 1997 - July 1999
Dean Witter 1992 - 1994
Republic National Bank 1992 - 1993
Ernst & Young 1991 - 1993
Skills
Small Business, Technical Management, Technical Architecture, Technical Training, Technical Analysis, Change Management, Network Administration, Network Engineering, NetApp, NAS, IT Service Management, Servers, Vendor Management, Technology Management, Storage, Networking, Enterprise Architecture, Disaster Recovery, Firewalls, Managed Services, Business Continuity, Active Directory
Education
University of Phoenix 2006 — 2008
MBA
Baruch College, City University of New York (CUNY) 1984 — 1989
Bachelors
Jack Goldman's DEAN WITTER Experience 1983 - 1983
Job Investment Operations/Compliance Analyst
Industry Investment Management
Experience
Cooke & Bieler, L.P. August 2006 - August 2015
Murphy Capital Management 2004 - August 2006
Glenmede 2002 - 2003
Pinnacle Associates 1986 - 2000
J. Rothschild Capital Management January 1984 - April 1985
Dean Witter 1983 - 1983
Skills
Bloomberg, Portfolio Management, Equities, Investments, Mutual Funds, Axys, Trading, Trading Systems, Back Office, Middle Office, Hedge Funds, Performance Measurement, Advent Axys, Settlement, Asset Management, ACD, Sungard Shaw Data, Advent Moxy, Telemet Orion, Proxy Voting, MSCI ESG, Broadridge ProxyEdge, Proxytrust
Education
Pace University 1979 — 1981
MBA, Finance
Arcadia University 1974 — 1978
BA, Chemistry and English
The McBurney School 1967 — 1974
Cooke & Bieler, L.P. August 2006 - August 2015
Murphy Capital Management 2004 - August 2006
Glenmede 2002 - 2003
Pinnacle Associates 1986 - 2000
J. Rothschild Capital Management January 1984 - April 1985
Dean Witter 1983 - 1983
Skills
Bloomberg, Portfolio Management, Equities, Investments, Mutual Funds, Axys, Trading, Trading Systems, Back Office, Middle Office, Hedge Funds, Performance Measurement, Advent Axys, Settlement, Asset Management, ACD, Sungard Shaw Data, Advent Moxy, Telemet Orion, Proxy Voting, MSCI ESG, Broadridge ProxyEdge, Proxytrust
Education
Pace University 1979 — 1981
MBA, Finance
Arcadia University 1974 — 1978
BA, Chemistry and English
The McBurney School 1967 — 1974
Jim Fitzpatrick Jim Fitzpatrick's DEAN WITTER Experience 1988 - 1989
Job Principal/Sr. Technical Recruiter @ Fitzpatrick & Associates
Industry Staffing and Recruiting
Experience
Fitzpatrick & Associates 1990 - Present
Dean Witter 1988 - 1989
Technical Aid Corporation 1986 - 1988
Skills
ASIC, Verification, Functional Verification, Formal Verification, Design Verification, SystemVerilog, Specman, SystemVerilog Assertions, OVM, UVM, VMM, Vera, Design Verification..., Low Power Design, RTL, Graphics, GPU, Video Codec, GPU Architect, Low Power Modeling, CPU Architect, SoC Architect, Power & Signal Integrity, PowerTheater, Power Gating, Power Reduction, Ultra Low Power, Tablet, Smartphone, H.264/MPEG4, Imaging/Camera ASIC, Multimedia ASIC, 3D Graphics Hardware, 2D/3D Graphics, PMIC, RFIC, DDR Controller ASIC, DDR I/O, SerDes, Low Power Design..., Cache Coherency, Multicore Architect, Verilog, VHDL, Analog Design, Mixed Signal Design, Emulation, SoC, Modeling & Simulation, SystemC
Education
Arizona State University 1982 — 1987
BSBA, Business Administration
Fitzpatrick & Associates 1990 - Present
Dean Witter 1988 - 1989
Technical Aid Corporation 1986 - 1988
Skills
ASIC, Verification, Functional Verification, Formal Verification, Design Verification, SystemVerilog, Specman, SystemVerilog Assertions, OVM, UVM, VMM, Vera, Design Verification..., Low Power Design, RTL, Graphics, GPU, Video Codec, GPU Architect, Low Power Modeling, CPU Architect, SoC Architect, Power & Signal Integrity, PowerTheater, Power Gating, Power Reduction, Ultra Low Power, Tablet, Smartphone, H.264/MPEG4, Imaging/Camera ASIC, Multimedia ASIC, 3D Graphics Hardware, 2D/3D Graphics, PMIC, RFIC, DDR Controller ASIC, DDR I/O, SerDes, Low Power Design..., Cache Coherency, Multicore Architect, Verilog, VHDL, Analog Design, Mixed Signal Design, Emulation, SoC, Modeling & Simulation, SystemC
Education
Arizona State University 1982 — 1987
BSBA, Business Administration
John J Kessler's DEAN WITTER Experience June 1994 - July 1995
Job Strategic Account Lead
Industry Telecommunications
Experience
AT&T January 1999 - Present
Contemporary Controls July 1995 - November 1999
Dean Witter June 1994 - July 1995
JSL Electromechanical Devices April 1988 - June 1994
US Army June 1986 - April 1988
Skills
Licensing, Managed Services, Solution Selling, Telecommunications, VoIP, Direct Sales, Unified Communications, SaaS, Wireless, Call Center, Sales Management, Account Management, Strategic Partnerships, Professional Services, IP, MPLS, Customer Satisfaction, Cross-functional Team..., Sales Operations, Series 7, Contract Negotiation, Call Centers, Management, Cloud Computing, CRM, Sales, Networking, Data Center, Strategy, Sales Process, Vendor Management, New Business Development
Education
MBA - Benedictine University 2006 — 2008
MBA, Masters of Business Administration, 3.93 / 4.0 GPA
BA - Benedictine University 2002 — 2006
Bachelors of Arts, Business Management, Summa Cum Laude honors
AT&T January 1999 - Present
Contemporary Controls July 1995 - November 1999
Dean Witter June 1994 - July 1995
JSL Electromechanical Devices April 1988 - June 1994
US Army June 1986 - April 1988
Skills
Licensing, Managed Services, Solution Selling, Telecommunications, VoIP, Direct Sales, Unified Communications, SaaS, Wireless, Call Center, Sales Management, Account Management, Strategic Partnerships, Professional Services, IP, MPLS, Customer Satisfaction, Cross-functional Team..., Sales Operations, Series 7, Contract Negotiation, Call Centers, Management, Cloud Computing, CRM, Sales, Networking, Data Center, Strategy, Sales Process, Vendor Management, New Business Development
Education
MBA - Benedictine University 2006 — 2008
MBA, Masters of Business Administration, 3.93 / 4.0 GPA
BA - Benedictine University 2002 — 2006
Bachelors of Arts, Business Management, Summa Cum Laude honors
Randy Scherago Randy Scherago's DEAN WITTER Experience September 1993 - January 1995
Job VP, Investor Relations at GeoEye
Industry Defense & Space
Experience
GeoEye July 2009 - Present
Ironbound Capital Management January 2008 - July 2009
First Albany Capital November 2002 - October 2007
Prudential Securities, Inc. September 1999 - January 2002
Faxon Research August 1997 - August 1999
Paribas U.S. Growth Fund January 1995 - July 1997
Dean Witter September 1993 - January 1995
Robertson Stephens & Co, September 1990 - September 1993
Furman Selz February 1987 - September 1990
Skills
Investment Management, Investor Relations, Crisis Communications, Portfolio Management, Strategic Communications, Public Relations, Marketing, Technology, Healthcare, Retail, Aerospace, Trading, Public Speaking, Speech Writing, Asset Managment
Education
Babson College 1982 — 1984
Bachelor of Science (BS), Finance and Investments
Connecticut College 1980 — 1982
Fine Arts and Economics
GeoEye July 2009 - Present
Ironbound Capital Management January 2008 - July 2009
First Albany Capital November 2002 - October 2007
Prudential Securities, Inc. September 1999 - January 2002
Faxon Research August 1997 - August 1999
Paribas U.S. Growth Fund January 1995 - July 1997
Dean Witter September 1993 - January 1995
Robertson Stephens & Co, September 1990 - September 1993
Furman Selz February 1987 - September 1990
Skills
Investment Management, Investor Relations, Crisis Communications, Portfolio Management, Strategic Communications, Public Relations, Marketing, Technology, Healthcare, Retail, Aerospace, Trading, Public Speaking, Speech Writing, Asset Managment
Education
Babson College 1982 — 1984
Bachelor of Science (BS), Finance and Investments
Connecticut College 1980 — 1982
Fine Arts and Economics
John Drury, PE John Drury, PE's DEAN WITTER Experience January 1987 - December 1987
Job Principal Consultant at Bullitpoint Consulting
Industry Research
Experience
Bullitpoint Consulting January 2011 - Present
BullitPoint Technical Marketing January 2011 - January 2014
DECA Multimedia May 1998 - December 2010
Well Flow Technologies January 1996 - April 1998
Consulting Project Management and Engineering Assignments January 1988 - December 1995
Dean Witter January 1987 - December 1987
Dow Chemical January 1978 - December 1986
Skills
Competitive Intelligence, Program Management, Analysis, Report Writing, Executive Management, Technical Writing, Team Leadership, Strategic Planning, Critical Thinking, Data Analysis, Management Consulting, Operations Management, Planning, Systems Engineering, Knowledge Management, Energy, Strategy Development, National Security, Business Strategy, Research, Competitive Analysis, Compliance, Team Building, Problem Solving, Entrepreneurship, Thought Leadership, Business Intelligence, Strategic Thinking, Project Planning, Marketing, New Business Development, Analytics, Project Management, Market Research, Marketing Communications, Proposal Writing, Management, Leadership, Consulting, Start-ups, Social Media Marketing, Negotiation, Budgets, Contract Negotiation, Team Management, Strategy, Government, Security, Business Planning, Product Management
Education
American Public University System 2011 — 2013
Master's degree, Intelligence Studies Capstone, 4.0
Argosy University Phoenix 2010 — 2011
Courses Taken, Masters of Management Science, 4.0
The University of Texas at Austin 1976 — 1980
BSME, Mechanical Engineering
Brazosport High School
Bullitpoint Consulting January 2011 - Present
BullitPoint Technical Marketing January 2011 - January 2014
DECA Multimedia May 1998 - December 2010
Well Flow Technologies January 1996 - April 1998
Consulting Project Management and Engineering Assignments January 1988 - December 1995
Dean Witter January 1987 - December 1987
Dow Chemical January 1978 - December 1986
Skills
Competitive Intelligence, Program Management, Analysis, Report Writing, Executive Management, Technical Writing, Team Leadership, Strategic Planning, Critical Thinking, Data Analysis, Management Consulting, Operations Management, Planning, Systems Engineering, Knowledge Management, Energy, Strategy Development, National Security, Business Strategy, Research, Competitive Analysis, Compliance, Team Building, Problem Solving, Entrepreneurship, Thought Leadership, Business Intelligence, Strategic Thinking, Project Planning, Marketing, New Business Development, Analytics, Project Management, Market Research, Marketing Communications, Proposal Writing, Management, Leadership, Consulting, Start-ups, Social Media Marketing, Negotiation, Budgets, Contract Negotiation, Team Management, Strategy, Government, Security, Business Planning, Product Management
Education
American Public University System 2011 — 2013
Master's degree, Intelligence Studies Capstone, 4.0
Argosy University Phoenix 2010 — 2011
Courses Taken, Masters of Management Science, 4.0
The University of Texas at Austin 1976 — 1980
BSME, Mechanical Engineering
Brazosport High School
Orfeo Kostrencich Orfeo Kostrencich's DEAN WITTER Experience 1986 - 1988
Job Associate Director, Facility and Construction Operations, University of Utah
Industry Higher Education
Experience
University of Utah December 1996 - Present
Berkshire Hathaway Real Estate 1983 - 2015
Crossland Mortgage Corporation 1992 - 1996
University of Southern California 1988 - 1991
Dean Witter 1986 - 1988
Skills
Budgets, Energy Efficiency, Management, Facilities Management, Energy Management, Customer Service, Real Estate, Construction, Contract Negotiation, Strategic Planning, Leadership, Project Management, Negotiation, Selling, Project Planning, Finance, Property Management, Customer Relations, Contract Management, Business Development, Operations Management, Marketing, Sales, Program Management
Education
University of Phoenix 2010 — 2011
MBA
California State University-Long Beach 1981 — 1985
BS, Business Admin/Finance
University of Utah December 1996 - Present
Berkshire Hathaway Real Estate 1983 - 2015
Crossland Mortgage Corporation 1992 - 1996
University of Southern California 1988 - 1991
Dean Witter 1986 - 1988
Skills
Budgets, Energy Efficiency, Management, Facilities Management, Energy Management, Customer Service, Real Estate, Construction, Contract Negotiation, Strategic Planning, Leadership, Project Management, Negotiation, Selling, Project Planning, Finance, Property Management, Customer Relations, Contract Management, Business Development, Operations Management, Marketing, Sales, Program Management
Education
University of Phoenix 2010 — 2011
MBA
California State University-Long Beach 1981 — 1985
BS, Business Admin/Finance
Elliot Fisch Elliot Fisch's DEAN WITTER Experience 1996 - 1999
Job Public Safety Industry Executive
Industry Health, Wellness and Fitness
Experience
Atrus, Inc. January 2008 - Present
ZOLL Medical Corporation October 2008 - Present
Sudden Cardiac Arrest Association January 2008 - December 2012
Life Saving Technology Representatives August 2010 - December 2012
AED Now! August 2004 - October 2008
ERF Advisors, LLC 2001 - 2007
Morgan Stanley 1999 - 2001
Dean Witter 1996 - 1999
The Executive Conversation 1995 - 1995
The Accounting Game 1984 - 1995
Skills
Cpr Certified, Public Speaking, AED, Public Safety, Marketing, Healthcare, Hospitals, Sales, Emergency Medical, Healthcare Management, Leadership, Budgets, Customer Service, Training
Education
Georgia State University - J. Mack Robinson College of Business 1973 — 1974
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 1968 — 1972
BBA, Accounting
Emory University 1966 — 1968
Atrus, Inc. January 2008 - Present
ZOLL Medical Corporation October 2008 - Present
Sudden Cardiac Arrest Association January 2008 - December 2012
Life Saving Technology Representatives August 2010 - December 2012
AED Now! August 2004 - October 2008
ERF Advisors, LLC 2001 - 2007
Morgan Stanley 1999 - 2001
Dean Witter 1996 - 1999
The Executive Conversation 1995 - 1995
The Accounting Game 1984 - 1995
Skills
Cpr Certified, Public Speaking, AED, Public Safety, Marketing, Healthcare, Hospitals, Sales, Emergency Medical, Healthcare Management, Leadership, Budgets, Customer Service, Training
Education
Georgia State University - J. Mack Robinson College of Business 1973 — 1974
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 1968 — 1972
BBA, Accounting
Emory University 1966 — 1968
Michael Vollmer Michael Vollmer's DEAN WITTER Experience 1990 - 1996
Job IT Manager
Industry Information Technology and Services
Experience
Porky Products Inc. November 2006 - Present
Grape Beginnings Hands-on Winery June 2012 - Present
East Coast Diving Center June 2006 - Present
Credit Suisse 2002 - November 2006
Lucent - Agere 2001 - 2002
Pharmacia/Pfizer 2001 - 2001
Schroder Investment Management 1996 - 1999
Dean Witter 1990 - 1996
CFTC 1989 - 1990
Skills
Vendor Management, IT Management, Disaster Recovery, Business Analysis, Data Center, IT Service Management, Risk Management, Program Management, Project Management, Change Management, SDLC, CRM, Team Leadership, IT Strategy, Leadership, Cross-functional Team...
Education
University of Phoenix 2000 — 2005
MBA, Finance & Information Technology
Pace University - Lubin School of Business 1994 — 1995
MBA
City University of New York-College of Staten Island 1985 — 1989
BS, Computer Science
Porky Products Inc. November 2006 - Present
Grape Beginnings Hands-on Winery June 2012 - Present
East Coast Diving Center June 2006 - Present
Credit Suisse 2002 - November 2006
Lucent - Agere 2001 - 2002
Pharmacia/Pfizer 2001 - 2001
Schroder Investment Management 1996 - 1999
Dean Witter 1990 - 1996
CFTC 1989 - 1990
Skills
Vendor Management, IT Management, Disaster Recovery, Business Analysis, Data Center, IT Service Management, Risk Management, Program Management, Project Management, Change Management, SDLC, CRM, Team Leadership, IT Strategy, Leadership, Cross-functional Team...
Education
University of Phoenix 2000 — 2005
MBA, Finance & Information Technology
Pace University - Lubin School of Business 1994 — 1995
MBA
City University of New York-College of Staten Island 1985 — 1989
BS, Computer Science
Scott Accamando Scott Accamando's DEAN WITTER Experience 1996 - 1998
Job Associate Branch Manager at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment June 2015 - Present
Benchmark Financial Advisors April 2014 - June 2015
Cetera Advisors Network January 2013 - February 2014
Mid Atlantic Capital Group, Inc. August 2011 - December 2012
Securities America, Inc. April 2009 - July 2011
LPL 2002 - 2009
Wachovia Securities 2000 - 2002
Prudential Securities 1998 - 2000
Dean Witter 1996 - 1998
Skills
Investments, Financial Advisory, Recruiting, Series 7, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Allegheny College 1989 — 1993
BA, English
Gateway High School 1986 — 1989
Moon Junior High School
Lincoln Investment June 2015 - Present
Benchmark Financial Advisors April 2014 - June 2015
Cetera Advisors Network January 2013 - February 2014
Mid Atlantic Capital Group, Inc. August 2011 - December 2012
Securities America, Inc. April 2009 - July 2011
LPL 2002 - 2009
Wachovia Securities 2000 - 2002
Prudential Securities 1998 - 2000
Dean Witter 1996 - 1998
Skills
Investments, Financial Advisory, Recruiting, Series 7, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Allegheny College 1989 — 1993
BA, English
Gateway High School 1986 — 1989
Moon Junior High School
Kevin Kesler Kevin Kesler's DEAN WITTER Experience 1988 - 1993
Job Senior Financial Advisor, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
UBS Wealth Management September 2000 - February 2009
First Security Investor Services March 1993 - September 2000
Dean Witter 1988 - 1993
Education
Brigham Young University 1981 — 1983
BA, Political Science
Wells Fargo Advisors February 2009 - Present
UBS Wealth Management September 2000 - February 2009
First Security Investor Services March 1993 - September 2000
Dean Witter 1988 - 1993
Education
Brigham Young University 1981 — 1983
BA, Political Science
Debi Scholar, GLP, GTP, CMM, CMP, SSGB, CTE Debi Scholar, GLP, GTP, CMM, CMP, SSGB, CTE's DEAN WITTER Experience February 1994 - February 1997
Job Global CrossDivisional Category Leader/Director Virtual Meetings, Div Category Congress & Events at Novartis
Industry Management Consulting
Experience
Novartis November 2013 - Present
American Express May 2013 - October 2013
The Scholar Consulting Group March 2010 - May 2013
PricewaterhouseCoopers September 2008 - March 2010
PricewaterhouseCoopers February 2002 - August 2008
PricewaterhouseCoopers February 1997 - March 2002
Dean Witter February 1994 - February 1997
Creative Productions November 1991 - November 1994
Westinghouse Electric Company November 1979 - November 1991
Williams Distributing 1978 - 1979
Skills
Management Consulting, Business Strategy, Business Process..., Strategic Planning, Change Management, Process Improvement, Budgets, Program Management, Strategy, Risk Management, Business Transformation, Mergers, Contract Negotiation, Consulting, Project Management, Business Analysis, Performance Improvement, Outsourcing, Business Process, Vendor Management, Training, Business Development, Management, Analytics, Team Leadership, Leadership, Team Building, Strategic Partnerships, Enterprise Software, Mergers & Acquisitions, New Business Development, Integration, CRM, Cross-functional Team..., Procurement, Operations Management, Competitive Analysis, Six Sigma, Start-ups, Forecasting, Account Management, Product Management, Executive Management, Sales, Business Planning, Event Management, Social Media Marketing, Entrepreneurship, Employee Training, Professional Services
Education
University of Pennsylvania - The Wharton School 2007 — 2009
GBTA Global Leadership Program (GLP)
Indiana University South Bend 2002 — 2002
Certificate, Distance Education
Aquinas College 1981 — 1983
Davenport University 1977 — 1979
Novartis November 2013 - Present
American Express May 2013 - October 2013
The Scholar Consulting Group March 2010 - May 2013
PricewaterhouseCoopers September 2008 - March 2010
PricewaterhouseCoopers February 2002 - August 2008
PricewaterhouseCoopers February 1997 - March 2002
Dean Witter February 1994 - February 1997
Creative Productions November 1991 - November 1994
Westinghouse Electric Company November 1979 - November 1991
Williams Distributing 1978 - 1979
Skills
Management Consulting, Business Strategy, Business Process..., Strategic Planning, Change Management, Process Improvement, Budgets, Program Management, Strategy, Risk Management, Business Transformation, Mergers, Contract Negotiation, Consulting, Project Management, Business Analysis, Performance Improvement, Outsourcing, Business Process, Vendor Management, Training, Business Development, Management, Analytics, Team Leadership, Leadership, Team Building, Strategic Partnerships, Enterprise Software, Mergers & Acquisitions, New Business Development, Integration, CRM, Cross-functional Team..., Procurement, Operations Management, Competitive Analysis, Six Sigma, Start-ups, Forecasting, Account Management, Product Management, Executive Management, Sales, Business Planning, Event Management, Social Media Marketing, Entrepreneurship, Employee Training, Professional Services
Education
University of Pennsylvania - The Wharton School 2007 — 2009
GBTA Global Leadership Program (GLP)
Indiana University South Bend 2002 — 2002
Certificate, Distance Education
Aquinas College 1981 — 1983
Davenport University 1977 — 1979
Eugenie Sorgen Eugenie Sorgen's DEAN WITTER Experience July 1989 - June 1992
Job Financial Reporting Professional
Industry Insurance
Experience
MetLife January 2012 - Present
TIAA-CREF July 2003 - May 2010
TIAA-CREF 2001 - 2003
TIAA-CREF 1999 - 2001
TIAA-CREF 1993 - 1999
TIAA-CREF 1992 - 1993
Dean Witter July 1989 - June 1992
Skills
Financial Analysis, Investments, Process Improvement, Financial Reporting, GAAP, Team Building, Derivatives, Leadership, Accounting, Risk Management, Sarbanes-Oxley Act, Internal Controls, Strategic Financial...
Education
Baruch College, City University of New York (CUNY) 1984 — 1989
MetLife January 2012 - Present
TIAA-CREF July 2003 - May 2010
TIAA-CREF 2001 - 2003
TIAA-CREF 1999 - 2001
TIAA-CREF 1993 - 1999
TIAA-CREF 1992 - 1993
Dean Witter July 1989 - June 1992
Skills
Financial Analysis, Investments, Process Improvement, Financial Reporting, GAAP, Team Building, Derivatives, Leadership, Accounting, Risk Management, Sarbanes-Oxley Act, Internal Controls, Strategic Financial...
Education
Baruch College, City University of New York (CUNY) 1984 — 1989
Maria A Martin's DEAN WITTER Experience 1994 - 1997
Job Seeking Technology related Project Management Role
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2014 - May 2015
JPMorgan Chase August 2012 - February 2014
Pride Technologies September 2011 - August 2012
PIPC April 2010 - August 2011
Goldman Sachs April 2001 - February 2009
Spear, Leeds and Kellogg 1996 - 2001
Dean Witter 1994 - 1997
Verizon 1980 - 1994
Skills
Strategic Planning, Spanish, Project Management, Program Management, Risk Management, Business Analysis, Vendor Management, MS Project, Project Portfolio..., Change Management, PMO, Resource Management, Business Process..., Financial Services, Project Planning, Banking, Business Intelligence, Business Process, Business Process..., Business Transformation, IT Strategy, Infrastructure, Integration, Leadership, Management, Management Consulting, Project Finance, SDLC, Stakeholder Management, Requirements Analysis, Business Development, Project Delivery, Visio, Quality Assurance, Outsourcing, Process Improvement, Information Technology, Software Project...
Education
Columbia University in the City of New York 2008 — 2009
EITM
Saint Peter's University 1980 — 1990
BS
New Jersey Institute of Technology
5 Semesters
Oneida's Dance Studio 1968 — 1978
Dance Educator
JPMorgan Chase & Co. February 2014 - May 2015
JPMorgan Chase August 2012 - February 2014
Pride Technologies September 2011 - August 2012
PIPC April 2010 - August 2011
Goldman Sachs April 2001 - February 2009
Spear, Leeds and Kellogg 1996 - 2001
Dean Witter 1994 - 1997
Verizon 1980 - 1994
Skills
Strategic Planning, Spanish, Project Management, Program Management, Risk Management, Business Analysis, Vendor Management, MS Project, Project Portfolio..., Change Management, PMO, Resource Management, Business Process..., Financial Services, Project Planning, Banking, Business Intelligence, Business Process, Business Process..., Business Transformation, IT Strategy, Infrastructure, Integration, Leadership, Management, Management Consulting, Project Finance, SDLC, Stakeholder Management, Requirements Analysis, Business Development, Project Delivery, Visio, Quality Assurance, Outsourcing, Process Improvement, Information Technology, Software Project...
Education
Columbia University in the City of New York 2008 — 2009
EITM
Saint Peter's University 1980 — 1990
BS
New Jersey Institute of Technology
5 Semesters
Oneida's Dance Studio 1968 — 1978
Dance Educator
Michael Bajis Michael Bajis's DEAN WITTER Experience December 1995 - March 1997
Job Solution Specialist at Plante Moran
Industry Accounting
Experience
Plante Moran December 2012 - Present
Webcam Daycare February 2003 - Present
Plante & Moran, PLLC January 2000 - Present
NBD January 1998 - October 1999
Dean Witter December 1995 - March 1997
Merrill Lynch February 1995 - December 1995
Skills
Sarbanes-Oxley Act, Sales, IT Audit, Management, Auditing, Accounting, IT Strategy, Financial Reporting, Process Improvement, Mergers & Acquisitions, Strategic Planning, Microsoft Office, Consulting, CPA, Financial Analysis, Leadership, Tax Preparation, Budgets, SharePoint, Tax, Microsoft Excel, Internal Controls, Human Resources, Disaster Recovery, Business Process..., Project Management, Internal Audit, GAAP, Information Technology, Financial Accounting
Education
Central Michigan University 1989 — 1994
BS. in B.A., Finance, Accounting
Plante Moran December 2012 - Present
Webcam Daycare February 2003 - Present
Plante & Moran, PLLC January 2000 - Present
NBD January 1998 - October 1999
Dean Witter December 1995 - March 1997
Merrill Lynch February 1995 - December 1995
Skills
Sarbanes-Oxley Act, Sales, IT Audit, Management, Auditing, Accounting, IT Strategy, Financial Reporting, Process Improvement, Mergers & Acquisitions, Strategic Planning, Microsoft Office, Consulting, CPA, Financial Analysis, Leadership, Tax Preparation, Budgets, SharePoint, Tax, Microsoft Excel, Internal Controls, Human Resources, Disaster Recovery, Business Process..., Project Management, Internal Audit, GAAP, Information Technology, Financial Accounting
Education
Central Michigan University 1989 — 1994
BS. in B.A., Finance, Accounting
Keith Pennell Keith Pennell's DEAN WITTER Experience July 1989 - July 1992
Job Managing Partner at DFW Capital Partners
Industry Investment Management
Experience
DFW Capital Partners May 1998 - Present
First Atlantic Capital July 1992 - May 1998
Dean Witter July 1989 - July 1992
Skills
Pharmaceutical Industry, Due Diligence, Corporate Development, Investments, Acquisition Integration, Management, Private Equity, M&A experience, LBO, Investment Banking, Private Placements, Alternative Investments, Corporate Finance, Buyouts, Mergers, Growth Capital, Recapitalizations, Deal Sourcing
Education
Middlebury College 1985 — 1989
BA, Economics, Art History
Deerfield Academy 1981 — 1985
DFW Capital Partners May 1998 - Present
First Atlantic Capital July 1992 - May 1998
Dean Witter July 1989 - July 1992
Skills
Pharmaceutical Industry, Due Diligence, Corporate Development, Investments, Acquisition Integration, Management, Private Equity, M&A experience, LBO, Investment Banking, Private Placements, Alternative Investments, Corporate Finance, Buyouts, Mergers, Growth Capital, Recapitalizations, Deal Sourcing
Education
Middlebury College 1985 — 1989
BA, Economics, Art History
Deerfield Academy 1981 — 1985
Kim Leslie Shafer Kim Leslie Shafer's DEAN WITTER Experience September 1992 - June 1994
Job Financial Expert
Industry Financial Services
Experience
- Consultant, Expert Witness and Senior Advisor March 2009 - Present
Center for Financial Stability 2011 - 2013
Financial Crisis Inquiry Commission February 2010 - January 2011
Bear Stearns April 1997 - June 2008
Prudential Securities June 1994 - October 1996
Dean Witter September 1992 - June 1994
U.S.Senate Banking Committee February 1989 - August 1992
White & Case November 1984 - February 1989
Skills
Expert Witness, Fixed Income, Securitization, Securities, Valuation, Financial Regulation, Structured Finance, Investment Banking, Capital Markets, Finance, Structured Products, Corporate Governance, Derivatives, Financial Services, Hedge Funds, Equities, Market Risk, Investment Management, Banking, Alternative Investments
Education
Columbia University School of Law 1981 — 1984
JD
Vanderbilt University 1975 — 1979
BA, Political Science, Economics
- Consultant, Expert Witness and Senior Advisor March 2009 - Present
Center for Financial Stability 2011 - 2013
Financial Crisis Inquiry Commission February 2010 - January 2011
Bear Stearns April 1997 - June 2008
Prudential Securities June 1994 - October 1996
Dean Witter September 1992 - June 1994
U.S.Senate Banking Committee February 1989 - August 1992
White & Case November 1984 - February 1989
Skills
Expert Witness, Fixed Income, Securitization, Securities, Valuation, Financial Regulation, Structured Finance, Investment Banking, Capital Markets, Finance, Structured Products, Corporate Governance, Derivatives, Financial Services, Hedge Funds, Equities, Market Risk, Investment Management, Banking, Alternative Investments
Education
Columbia University School of Law 1981 — 1984
JD
Vanderbilt University 1975 — 1979
BA, Political Science, Economics
Peter H. Cheng, PMP Peter H. Cheng, PMP's DEAN WITTER Experience August 1999 - March 2000
Job Sr. Engineering Program Manager at NetApp
Industry Computer Software
Experience
NetApp April 2010 - Present
LogLogic May 2007 - February 2010
Brocade Communications April 2001 - May 2007
Kana Communications April 2000 - April 2001
Dean Witter August 1999 - March 2000
Deploy Solutions May 1997 - July 1999
Sun Microsystems March 1988 - April 1997
Skills
Release Management, Waterfall, Engineering Management, Agile Methodologies, Cross-functional Team..., Testing, Storage, Software Project..., Technical Leadership, Virtualization, SDLC, Software Development
Education
Arizona State University
Master
NetApp April 2010 - Present
LogLogic May 2007 - February 2010
Brocade Communications April 2001 - May 2007
Kana Communications April 2000 - April 2001
Dean Witter August 1999 - March 2000
Deploy Solutions May 1997 - July 1999
Sun Microsystems March 1988 - April 1997
Skills
Release Management, Waterfall, Engineering Management, Agile Methodologies, Cross-functional Team..., Testing, Storage, Software Project..., Technical Leadership, Virtualization, SDLC, Software Development
Education
Arizona State University
Master
Jon Leise, Sr. Jon Leise, Sr.'s DEAN WITTER Experience 1980 - 1989
Job Executive Vice President/Investments and Assistant Branch Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2005 - Present
Janney Montgomery Scott 1992 - Present
Legg Mason 1989 - 1992
Dean Witter 1980 - 1989
RCA Service Company 1977 - 1980
Education
Drexel University
MBA, Investment Management
Franklin & Marshall College
BA, Accounting/Finance
Janney Montgomery Scott 2005 - Present
Janney Montgomery Scott 1992 - Present
Legg Mason 1989 - 1992
Dean Witter 1980 - 1989
RCA Service Company 1977 - 1980
Education
Drexel University
MBA, Investment Management
Franklin & Marshall College
BA, Accounting/Finance
Thomas Duffin's DEAN WITTER Experience February 1990 - September 1994
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1998 - Present
Prudential Securities October 1994 - September 1998
Dean Witter February 1990 - September 1994
Shearson Lehman Brothers February 1988 - February 1990
WH Newbolds April 1986 - February 1988
Skills
Financial Advisory, Financial Services, Retirement, Retirement Planning, Financial guidance, 401(k) Rollovers, Asset Allocation, Estate Investment..., domestic partnership..., Investment Planning, Investment Strategies, Mutual Funds, Strategic Planning, Securities, Stock Analysis, Fixed-Income Strategies, Insurance, Tax-efficient Strategies
Education
Bryn Mawr College 2003 — 2010
Doctor of Philosophy (Ph.D.), Social Work
Bryn Mawr College 2001 — 2003
Master of Law and Social Policy, Social Work
Villanova University 1993 — 1996
Master of Science (M.S.), Psychology
Villanova University 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Saint Joseph's Prep 1974 — 1978
Wells Fargo Advisors, LLC September 1998 - Present
Prudential Securities October 1994 - September 1998
Dean Witter February 1990 - September 1994
Shearson Lehman Brothers February 1988 - February 1990
WH Newbolds April 1986 - February 1988
Skills
Financial Advisory, Financial Services, Retirement, Retirement Planning, Financial guidance, 401(k) Rollovers, Asset Allocation, Estate Investment..., domestic partnership..., Investment Planning, Investment Strategies, Mutual Funds, Strategic Planning, Securities, Stock Analysis, Fixed-Income Strategies, Insurance, Tax-efficient Strategies
Education
Bryn Mawr College 2003 — 2010
Doctor of Philosophy (Ph.D.), Social Work
Bryn Mawr College 2001 — 2003
Master of Law and Social Policy, Social Work
Villanova University 1993 — 1996
Master of Science (M.S.), Psychology
Villanova University 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Saint Joseph's Prep 1974 — 1978
Ej Karsten Ej Karsten's DEAN WITTER Experience January 1988 - January 1991
Job Sr. Vice President, Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management 1991 - Present
PaineWebber October 1994 - July 2000
Kidder Peabody January 1991 - October 1994
Dean Witter January 1988 - January 1991
Merrill Lynch July 1982 - January 1991
Education
Eastern Illinois University 1977 — 1981
BS, Marketing
UBS Wealth Management 1991 - Present
PaineWebber October 1994 - July 2000
Kidder Peabody January 1991 - October 1994
Dean Witter January 1988 - January 1991
Merrill Lynch July 1982 - January 1991
Education
Eastern Illinois University 1977 — 1981
BS, Marketing
Dale Delgado Dale Delgado's DEAN WITTER Experience 1990 - 1993
Job Regional Sales Director at Granta Design, Ltd.
Industry Executive Office
Experience
Granta Design, Ltd. December 2011 - Present
Co-exprise 2011 - 2011
PTC 2002 - 2011
MSC Software 1998 - 2002
Cambridge Investment Group 1993 - 1998
Dean Witter 1990 - 1993
City of Olmsted Falls 1990 - 1992
Prudential Insurance 1986 - 1990
Skills
Management, Strategic Sourcing, Supply Chain, Customer Satisfaction, Sourcing, Procurement, Product Lifecycle..., Solution Selling, Enterprise Software, SaaS, Product Development, Account Management, Product Launch, Sales Management, Sales Process, Professional Services, Direct Sales, Salesforce.com, Business Development, Leadership, CRM, Six Sigma, Integration, Sales
Education
Bowling Green State University 1983 — 1987
Bachelor of Science
United States Air Force Academy 1982 — 1982
NA, General Officer
Heidelberg College 1981 — 1982
NA, Biology
Granta Design, Ltd. December 2011 - Present
Co-exprise 2011 - 2011
PTC 2002 - 2011
MSC Software 1998 - 2002
Cambridge Investment Group 1993 - 1998
Dean Witter 1990 - 1993
City of Olmsted Falls 1990 - 1992
Prudential Insurance 1986 - 1990
Skills
Management, Strategic Sourcing, Supply Chain, Customer Satisfaction, Sourcing, Procurement, Product Lifecycle..., Solution Selling, Enterprise Software, SaaS, Product Development, Account Management, Product Launch, Sales Management, Sales Process, Professional Services, Direct Sales, Salesforce.com, Business Development, Leadership, CRM, Six Sigma, Integration, Sales
Education
Bowling Green State University 1983 — 1987
Bachelor of Science
United States Air Force Academy 1982 — 1982
NA, General Officer
Heidelberg College 1981 — 1982
NA, Biology
Gay Marie Bone, CFP® Gay Marie Bone, CFP®'s DEAN WITTER Experience May 1995 - December 1998
Job Associate Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. May 2008 - Present
Morgan Stanley January 1999 - April 2008
Dean Witter May 1995 - December 1998
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Insurance, Securities, Equities, Financial Services, Series 63
Education
Golden Gate University 1991 — 1993
MBA, Business Administration
California State University-Chico 1985 — 1988
B.S., Business Management
Cottey College 1983 — 1985
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Joel E. Ferris High School 1979 — 1983
high school, general
Holds FINRA Series 7, 63, 65, 31, registrations
Wells Fargo Advisors, LLC. May 2008 - Present
Morgan Stanley January 1999 - April 2008
Dean Witter May 1995 - December 1998
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Insurance, Securities, Equities, Financial Services, Series 63
Education
Golden Gate University 1991 — 1993
MBA, Business Administration
California State University-Chico 1985 — 1988
B.S., Business Management
Cottey College 1983 — 1985
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Joel E. Ferris High School 1979 — 1983
high school, general
Holds FINRA Series 7, 63, 65, 31, registrations
Margaret Carey Margaret Carey's DEAN WITTER Experience August 1985 - January 1991
Job SVP Wealth Management & Financial Advisor The Carey Group UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services August 2004 - Present
Merrill Lynch February 1992 - August 2004
Dean Witter August 1985 - January 1991
Keefe, Bruyette & Woods August 1981 - August 1985
Skills
Series 7, Series 63, Life, Accident & Health...
Education
Columbia University - Columbia Business School 1978 — 1980
Finance
UBS Financial Services August 2004 - Present
Merrill Lynch February 1992 - August 2004
Dean Witter August 1985 - January 1991
Keefe, Bruyette & Woods August 1981 - August 1985
Skills
Series 7, Series 63, Life, Accident & Health...
Education
Columbia University - Columbia Business School 1978 — 1980
Finance
Deborah Bashkoff Deborah Bashkoff's DEAN WITTER Experience April 1993 - December 1994
Job Administrative Assistant at Moffatt & Nichol
Industry Financial Services
Experience
Moffatt & Nichol April 2012 - Present
Halcrow October 2008 - June 2010
Merrill Lynch (Consultant) February 2008 - September 2008
Computershare Investor Services February 2005 - December 2006
Halcyon/ Alan B. Slifka Management Company September 1997 - April 1999
Dean Witter April 1993 - December 1994
Skills
Outlook, Microsoft Office, Administrative..., Performance Management, Employee Relations, Budgets, Office Management, Microsoft Excel, Microsoft Word, PowerPoint, Project Planning, Contract Management, Access, Administrative..., Human Resources, Customer Service
Education
City University of New York-Brooklyn College
B.A., Art History Major, English Minor
State Univeristy of New York at Purchase
Moffatt & Nichol April 2012 - Present
Halcrow October 2008 - June 2010
Merrill Lynch (Consultant) February 2008 - September 2008
Computershare Investor Services February 2005 - December 2006
Halcyon/ Alan B. Slifka Management Company September 1997 - April 1999
Dean Witter April 1993 - December 1994
Skills
Outlook, Microsoft Office, Administrative..., Performance Management, Employee Relations, Budgets, Office Management, Microsoft Excel, Microsoft Word, PowerPoint, Project Planning, Contract Management, Access, Administrative..., Human Resources, Customer Service
Education
City University of New York-Brooklyn College
B.A., Art History Major, English Minor
State Univeristy of New York at Purchase
Kathleen Caponigro Kathleen Caponigro's DEAN WITTER Experience 1980 - 1990
Job Realtor at Century 21 Unlimited
Industry Real Estate
Experience
Century 21 Unlimited realtorCENTURY 21®1992 - 2014
Dean Witter 1980 - 1990
Skills
Real Estate, First Time Home Buyers, Investment Properties, Investors, Vacation Homes, Sellers, Property, Buyer Representation, New Home Sales, ABR, REO, Listings, Investments, SFR, Townhomes
Education
Bank Street College of Education 1980 — 1990
Ser. 7, 52 & 63, Finance
Century 21 Unlimited realtorCENTURY 21®1992 - 2014
Dean Witter 1980 - 1990
Skills
Real Estate, First Time Home Buyers, Investment Properties, Investors, Vacation Homes, Sellers, Property, Buyer Representation, New Home Sales, ABR, REO, Listings, Investments, SFR, Townhomes
Education
Bank Street College of Education 1980 — 1990
Ser. 7, 52 & 63, Finance
Frank Caldwell Frank Caldwell's DEAN WITTER Experience April 1986 - May 1993
Job PSO Professional Security Officer at Paragon Systems, LLC
Industry Security and Investigations
Experience
TYSY November 2014 - Present
Paragon Systems, LLC September 2010 - Present
Bank of America April 1986 - March 2009
US Trust, Bank of America Private Wealth Management 2003 - 2009
Dean Witter April 1986 - May 1993
US Army June 1979 - March 1986
Skills
Financial Risk, Credit, Market Risk, Banking, Management, Risk Management, Financial Planning
Education
Central Piedmont Community College 1987 — 1995
Yes, Accounting
TYSY November 2014 - Present
Paragon Systems, LLC September 2010 - Present
Bank of America April 1986 - March 2009
US Trust, Bank of America Private Wealth Management 2003 - 2009
Dean Witter April 1986 - May 1993
US Army June 1979 - March 1986
Skills
Financial Risk, Credit, Market Risk, Banking, Management, Risk Management, Financial Planning
Education
Central Piedmont Community College 1987 — 1995
Yes, Accounting
Charles Diana's DEAN WITTER Experience November 1993 - February 1995
Job Senior Vice President at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group September 2012 - Present
Bank of America Merrill Lynch April 2006 - February 2012
Merrill Lynch January 2000 - April 2006
Merrill Lynch August 1997 - January 2000
Salomon Brothers March 1995 - August 1997
Dean Witter November 1993 - February 1995
Ernst & Young July 1992 - November 1993
Education
Boston College 1988 — 1992
BS, Accounting
ConvergEx Group September 2012 - Present
Bank of America Merrill Lynch April 2006 - February 2012
Merrill Lynch January 2000 - April 2006
Merrill Lynch August 1997 - January 2000
Salomon Brothers March 1995 - August 1997
Dean Witter November 1993 - February 1995
Ernst & Young July 1992 - November 1993
Education
Boston College 1988 — 1992
BS, Accounting
Steve Rye's DEAN WITTER Experience 1990 - 1997
Job Chief Investment Officer at Northern Capital Securities Corp.
Industry Investment Management
Experience
Northern Capital Securities Corp. 2009 - Present
Fidelity Management and Research 2006 - 2009
Deutsche Bank 2002 - 2006
Morgan Stanley 2000 - 2002
Freddie Mac 1997 - 2000
Dean Witter 1990 - 1997
Thomas Cook Foreign Exchange January 1988 - January 1990
Skills
Derivatives, Securities, Fixed Income, MBS, Bloomberg, Series 7, Equities, Capital Markets, Interest Rate..., Trading, Options, Investment Banking, Financial Markets, Asset Managment, Market Risk
Education
American University - Kogod School of Business 1985 — 1989
Bachelor of Science (BS)
W.T. Woodson
Northern Capital Securities Corp. 2009 - Present
Fidelity Management and Research 2006 - 2009
Deutsche Bank 2002 - 2006
Morgan Stanley 2000 - 2002
Freddie Mac 1997 - 2000
Dean Witter 1990 - 1997
Thomas Cook Foreign Exchange January 1988 - January 1990
Skills
Derivatives, Securities, Fixed Income, MBS, Bloomberg, Series 7, Equities, Capital Markets, Interest Rate..., Trading, Options, Investment Banking, Financial Markets, Asset Managment, Market Risk
Education
American University - Kogod School of Business 1985 — 1989
Bachelor of Science (BS)
W.T. Woodson
Sarah Heegaard Rush Sarah Heegaard Rush's DEAN WITTER Experience August 1993 - March 1996
Job Assistant Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2012 - Present
Merrill Lynch January 2000 - January 2012
MassMutual April 1996 - January 2000
Dean Witter August 1993 - March 1996
Education
College for Financial Planning 2012 — 2012
Accredited Domestic Partner Advisor
Certified Financial Planner Board of Standards, Inc. 2006 — 2007
CERTIFIED FINANCIAL PLANNER, Financial Planning
Hampshire College 1986 — 1990
BA
Wells Fargo Advisors, LLC January 2012 - Present
Merrill Lynch January 2000 - January 2012
MassMutual April 1996 - January 2000
Dean Witter August 1993 - March 1996
Education
College for Financial Planning 2012 — 2012
Accredited Domestic Partner Advisor
Certified Financial Planner Board of Standards, Inc. 2006 — 2007
CERTIFIED FINANCIAL PLANNER, Financial Planning
Hampshire College 1986 — 1990
BA
Eric Weiss's DEAN WITTER Experience 1992 - 1996
Job Internet
Industry Venture Capital & Private Equity
Experience
CryptoClad May 2015 - Present
Webresponse Media September 2009 - Present
AdAxiom LLC June 2006 - September 2009
AzoogleAds September 2005 - June 2006
Stripes Group 2003 - September 2005
Internet Capital Group 2000 - 2001
GE Equity 1998 - 2000
Dean Witter 1992 - 1996
Education
Columbia Business School 1996 — 1998
MBA
University of Maryland 1988 — 1992
BA
Millburn
CryptoClad May 2015 - Present
Webresponse Media September 2009 - Present
AdAxiom LLC June 2006 - September 2009
AzoogleAds September 2005 - June 2006
Stripes Group 2003 - September 2005
Internet Capital Group 2000 - 2001
GE Equity 1998 - 2000
Dean Witter 1992 - 1996
Education
Columbia Business School 1996 — 1998
MBA
University of Maryland 1988 — 1992
BA
Millburn
Lauren Major Lauren Major's DEAN WITTER Experience 1984 - 1988
Job Principal, Major Multimedia www.MajorMultimedia.com
Industry Media Production
Experience
Major Multimedia June 2011 - Present
Digital Photos, Inc 2003 - 2009
Dean Witter 1984 - 1988
First National Bank of Chicago 1980 - 1984
Skills
Still Photographer, Videographer, Multimedia, Social Media, Photography, Editing, Video Production, Video, Social Media Marketing, Blogging, Video Editing, Non-profits, Social Networking, Public Speaking, SEO, Web Design, Digital Photography, Storytelling, WordPress, Online Marketing, Nonprofits
Education
DePaul University 2013 — 2016
Masters of Fine Arts, Digital Cinema
University of Chicago Graduate School of Business 1983 — 1988
MBA, Finance
University of Michigan Business School 1978 — 1980
BBA, Finance
Indiana University Bloomington 1976 — 1978
transferred, Pre-business
DePaul University
Major Multimedia June 2011 - Present
Digital Photos, Inc 2003 - 2009
Dean Witter 1984 - 1988
First National Bank of Chicago 1980 - 1984
Skills
Still Photographer, Videographer, Multimedia, Social Media, Photography, Editing, Video Production, Video, Social Media Marketing, Blogging, Video Editing, Non-profits, Social Networking, Public Speaking, SEO, Web Design, Digital Photography, Storytelling, WordPress, Online Marketing, Nonprofits
Education
DePaul University 2013 — 2016
Masters of Fine Arts, Digital Cinema
University of Chicago Graduate School of Business 1983 — 1988
MBA, Finance
University of Michigan Business School 1978 — 1980
BBA, Finance
Indiana University Bloomington 1976 — 1978
transferred, Pre-business
DePaul University
Sonja Strzoda Sonja Strzoda's DEAN WITTER Experience January 1993 - April 1994
Job Director, Consultant Relations at Columbia Management
Industry Financial Services
Experience
Columbia Management July 2011 - Present
State Association of County Retirement Systems 2005 - November 2011
Kinecta Federal Credit Union 2009 - September 2011
Putnam Investments December 2008 - June 2011
Robeco May 2007 - December 2008
Bradford & Marzec January 1998 - May 2007
PIMCO April 1994 - December 1997
Dean Witter January 1993 - April 1994
Skills
Client Service, Investments, Asset Management, Institutional Investors, Hedge Funds, Financial Services, Series 7, Investment Management, Institutional..., Pensions, Relationship Management, Asset Managment, Fixed Income, Pension Funds, Asset Allocation, Mutual Funds, Investment Strategies, Portfolio Management, Equities, Alternative Investments, Marketing, Wealth Management, 401k, Fund Of Funds, Bloomberg, Series 63, Investment Advisory, Client Services
Education
California State University-Long Beach
MBA, Finance
University of California, Irvine
BS, Economics
Columbia Management July 2011 - Present
State Association of County Retirement Systems 2005 - November 2011
Kinecta Federal Credit Union 2009 - September 2011
Putnam Investments December 2008 - June 2011
Robeco May 2007 - December 2008
Bradford & Marzec January 1998 - May 2007
PIMCO April 1994 - December 1997
Dean Witter January 1993 - April 1994
Skills
Client Service, Investments, Asset Management, Institutional Investors, Hedge Funds, Financial Services, Series 7, Investment Management, Institutional..., Pensions, Relationship Management, Asset Managment, Fixed Income, Pension Funds, Asset Allocation, Mutual Funds, Investment Strategies, Portfolio Management, Equities, Alternative Investments, Marketing, Wealth Management, 401k, Fund Of Funds, Bloomberg, Series 63, Investment Advisory, Client Services
Education
California State University-Long Beach
MBA, Finance
University of California, Irvine
BS, Economics
Kristina Blucher's DEAN WITTER Experience May 1990 - April 1997
Job Financial Adminstrator
Industry Financial Services
Experience
GBS Financial Corp March 2000 - December 2007
Great Western Financial Services April 1997 - April 1998
Dean Witter May 1990 - April 1997
Skills
Microsoft Word, Investments, Investment Advisory, Strategic Financial..., Budgets, Insurance, Employee Benefits, Customer Service, Accounting, Fixed Annuities, Financial Services, Securities, Wealth Management, Retirement Planning, Mutual Funds
Education
College of Marin
GBS Financial Corp March 2000 - December 2007
Great Western Financial Services April 1997 - April 1998
Dean Witter May 1990 - April 1997
Skills
Microsoft Word, Investments, Investment Advisory, Strategic Financial..., Budgets, Insurance, Employee Benefits, Customer Service, Accounting, Fixed Annuities, Financial Services, Securities, Wealth Management, Retirement Planning, Mutual Funds
Education
College of Marin
Heather Stiles, CRPC Heather Stiles, CRPC's DEAN WITTER Experience August 1981 - January 1987
Job Branch Manager at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services 2011 - Present
Raymond James Financial Services, Inc. 1998 - Present
Raymond James Financial Services July 1992 - Present
Baikie & Alcantara Investments January 1987 - June 1992
Dean Witter August 1981 - January 1987
Skills
High Net Worth..., Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Analysis, Asset Management, Financial Planning, Stockbroking, Trust Services, Philanthropy
Education
College for Financial Planning
CRPC, Retirement Planning
University of California, Berkeley 1975 — 1984
M.F.A., Sculpture
Raymond James Financial Services 2011 - Present
Raymond James Financial Services, Inc. 1998 - Present
Raymond James Financial Services July 1992 - Present
Baikie & Alcantara Investments January 1987 - June 1992
Dean Witter August 1981 - January 1987
Skills
High Net Worth..., Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Analysis, Asset Management, Financial Planning, Stockbroking, Trust Services, Philanthropy
Education
College for Financial Planning
CRPC, Retirement Planning
University of California, Berkeley 1975 — 1984
M.F.A., Sculpture
Jerald Aloof Jerald Aloof's DEAN WITTER Experience October 1989 - October 1993
Job Managing Director at JL Aloof Financial Services, LLC
Industry Financial Services
Experience
JL Aloof Financial Services, LLC May 2003 - Present
UBS Wealth Management October 1993 - May 2003
Dean Witter October 1989 - October 1993
EF Hutton and Company July 1986 - October 1989
Skills
Investments, Retirement, Wealth Management, Asset Management, Portfolio Management, Series 7, Equities, Retirement Planning, Asset Allocation, Financial Advisory, Structured Products, Securities, Fixed Income, Estate Planning, Options, Asset Managment, Investment Strategies, Financial Markets, Hedge Funds, Alternative Investments, Financial Services, Mutual Funds, Series 63, Investment Advisory, Finance, Bonds, Capital Markets, Bloomberg, Private Equity, Series 24, Trading Systems, Trading, Derivatives
Education
Rutgers University-New Brunswick 1989 — 1991
BA, Economics, English
Bar-Ilan University 1983 — 1985
English, Economics
Yeshiva University 1981 — 1982
JL Aloof Financial Services, LLC May 2003 - Present
UBS Wealth Management October 1993 - May 2003
Dean Witter October 1989 - October 1993
EF Hutton and Company July 1986 - October 1989
Skills
Investments, Retirement, Wealth Management, Asset Management, Portfolio Management, Series 7, Equities, Retirement Planning, Asset Allocation, Financial Advisory, Structured Products, Securities, Fixed Income, Estate Planning, Options, Asset Managment, Investment Strategies, Financial Markets, Hedge Funds, Alternative Investments, Financial Services, Mutual Funds, Series 63, Investment Advisory, Finance, Bonds, Capital Markets, Bloomberg, Private Equity, Series 24, Trading Systems, Trading, Derivatives
Education
Rutgers University-New Brunswick 1989 — 1991
BA, Economics, English
Bar-Ilan University 1983 — 1985
English, Economics
Yeshiva University 1981 — 1982
Mary Rosenquist Mary Rosenquist's DEAN WITTER Experience 1985 - 1987
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
HighTower Advisors LLC October 2008 - November 2010
Deutsche Bank Securities January 2006 - October 2008
Delano Group Securities LLC October 1999 - October 2005
Bear Stearns June 1995 - October 1999
Prudential Securities October 1989 - May 1995
Dean Witter 1985 - 1987
Skills
Hold Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 27
Education
College of Lake County 1976 — 2009
General
San Diego Mesa College 1982 — 1989
Augustana College 1978 — 1979
Languages, Art History
Morgan Stanley Smith Barney April 2011 - Present
HighTower Advisors LLC October 2008 - November 2010
Deutsche Bank Securities January 2006 - October 2008
Delano Group Securities LLC October 1999 - October 2005
Bear Stearns June 1995 - October 1999
Prudential Securities October 1989 - May 1995
Dean Witter 1985 - 1987
Skills
Hold Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 27
Education
College of Lake County 1976 — 2009
General
San Diego Mesa College 1982 — 1989
Augustana College 1978 — 1979
Languages, Art History
Charles Radcliffe's DEAN WITTER Experience December 1983 - March 1987
Job Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Securities Company October 2009 - Present
Morgan Stanley Smith Barney May 1992 - October 2009
Lehman Brothers January 1990 - May 1992
Bond Investors Guaranty March 1987 - December 1989
Dean Witter December 1983 - March 1987
Mudge Rose Guthrie Alexander & Ferdon January 1980 - December 1983
Education
New York Law School 1977 — 1980
JD
Boston College 1970 — 1974
Bachelor of Arts (B.A.), economics
regis high school 1966 — 1970
First Republic Securities Company October 2009 - Present
Morgan Stanley Smith Barney May 1992 - October 2009
Lehman Brothers January 1990 - May 1992
Bond Investors Guaranty March 1987 - December 1989
Dean Witter December 1983 - March 1987
Mudge Rose Guthrie Alexander & Ferdon January 1980 - December 1983
Education
New York Law School 1977 — 1980
JD
Boston College 1970 — 1974
Bachelor of Arts (B.A.), economics
regis high school 1966 — 1970
Christopher Martel Christopher Martel's DEAN WITTER Experience May 1992 - September 1996
Job Vice President at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group March 2013 - Present
Spook Rock Consultants LLC January 2009 - Present
Federal Reserve Bank of New York September 2011 - June 2012
Accrue Sports & Entertainment Ventures October 2007 - November 2008
VDM Specialists USA May 2006 - October 2007
Adirondack Trading Partners January 2000 - May 2006
CIBC World Markets September 1996 - December 1999
Dean Witter May 1992 - September 1996
Skills
MBA, Chartered Financial..., Financial Modeling, Financial Analysis, Financial Reporting, Accounting, US GAAP, IFRS, Financial Forecasting, Strategic Financial..., Valuation, Business Strategy, Business Development, KPI implementation, KPI Dashboards, KPI Reports, SOX Compliancy, Risk Management, Financial Risk, Operational Risk..., Operations Management, Microsoft Excel, Microsoft Office, GreatPlains, QuickBooks, Portfolio Management, Investment Banking, Investments, Capital Markets, Equities, Securities, Strategy, Financial Services, Trading, Options
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA, Finance
Hamilton College 1982 — 1986
BA, Government and Computer Science
ConvergEx Group March 2013 - Present
Spook Rock Consultants LLC January 2009 - Present
Federal Reserve Bank of New York September 2011 - June 2012
Accrue Sports & Entertainment Ventures October 2007 - November 2008
VDM Specialists USA May 2006 - October 2007
Adirondack Trading Partners January 2000 - May 2006
CIBC World Markets September 1996 - December 1999
Dean Witter May 1992 - September 1996
Skills
MBA, Chartered Financial..., Financial Modeling, Financial Analysis, Financial Reporting, Accounting, US GAAP, IFRS, Financial Forecasting, Strategic Financial..., Valuation, Business Strategy, Business Development, KPI implementation, KPI Dashboards, KPI Reports, SOX Compliancy, Risk Management, Financial Risk, Operational Risk..., Operations Management, Microsoft Excel, Microsoft Office, GreatPlains, QuickBooks, Portfolio Management, Investment Banking, Investments, Capital Markets, Equities, Securities, Strategy, Financial Services, Trading, Options
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA, Finance
Hamilton College 1982 — 1986
BA, Government and Computer Science
Mitchell W. Babashan's DEAN WITTER Experience 1993 - 1994
Job President at Insurance First, Inc.
Industry Insurance
Experience
Insurance First, Inc. January 1997 - Present
Dean Witter 1993 - 1994
Skills
Property & Casualty..., Insurance, Commercial Insurance, Umbrella Insurance, Legal Liability, Commercial Lines, Auto, Home and Life..., Workers Compensation, Health Insurance, General Insurance, Professional Liability, Casualty, Disability Insurance, Term Life Insurance, Small Business, Health Savings Accounts, Homeowners, Fixed Annuities, Life Insurance, Liability, Renters, Whole Life, Brokers, Employee Benefits, Long-term Care, D&O, Universal Life, Accident, Casualty Insurance
Education
Edinboro University of Pennsylvania 1982 — 1982
Criminal Justice/Law Enforcement Administration
Towson University 1980 — 1982
BA, BUSINESS
Virginia Tech 1978 — 1980
Business Administration and Management, General
Insurance First, Inc. January 1997 - Present
Dean Witter 1993 - 1994
Skills
Property & Casualty..., Insurance, Commercial Insurance, Umbrella Insurance, Legal Liability, Commercial Lines, Auto, Home and Life..., Workers Compensation, Health Insurance, General Insurance, Professional Liability, Casualty, Disability Insurance, Term Life Insurance, Small Business, Health Savings Accounts, Homeowners, Fixed Annuities, Life Insurance, Liability, Renters, Whole Life, Brokers, Employee Benefits, Long-term Care, D&O, Universal Life, Accident, Casualty Insurance
Education
Edinboro University of Pennsylvania 1982 — 1982
Criminal Justice/Law Enforcement Administration
Towson University 1980 — 1982
BA, BUSINESS
Virginia Tech 1978 — 1980
Business Administration and Management, General
Alan Rosier's DEAN WITTER Experience July 1990 - June 1991
Job Tutor at WyzAnt Tutoring
Industry Education Management
Experience
WyzAnt Tutoring May 2015 - Present
Self-Employed July 2013 - Present
Innovations Middle School July 2014 - April 2015
Bright Futures Academy January 2014 - July 2014
New Alternative High School of Leon County June 2012 - June 2013
Wakulla County School Board April 2004 - June 2012
Wakulla County School Board June 1997 - April 2004
Wakulla County School Board August 1991 - June 1997
Dean Witter July 1990 - June 1991
Shearson Lehman Hutton April 1989 - July 1990
Skills
Purchasing, Technology Management, Teachers, Educational Technology, E-Learning, Technology Integration, Curriculum Development, Curriculum Design, Teaching, Leadership Development, Teacher Training, Instructional Technology, K-12, Career Counseling, Public Speaking, Differentiated..., Fundraising, Teacher Evaluation, Educational Consulting, Classroom Management, Leadership, Training, Staff Development, Management, Community Outreach, Strategic Planning
Education
Walden University 2011 — 2012
Certification, Adavanced Project Management, A
Florida State University 1993 — 1997
Master of Science (M.S.), Educational Administration
Davidson College 1980 — 1984
Bachelor of Arts (B.A.), Anthropology/Sociology
Wakulla High School
Wakulla High School
Wakulla High School
WyzAnt Tutoring May 2015 - Present
Self-Employed July 2013 - Present
Innovations Middle School July 2014 - April 2015
Bright Futures Academy January 2014 - July 2014
New Alternative High School of Leon County June 2012 - June 2013
Wakulla County School Board April 2004 - June 2012
Wakulla County School Board June 1997 - April 2004
Wakulla County School Board August 1991 - June 1997
Dean Witter July 1990 - June 1991
Shearson Lehman Hutton April 1989 - July 1990
Skills
Purchasing, Technology Management, Teachers, Educational Technology, E-Learning, Technology Integration, Curriculum Development, Curriculum Design, Teaching, Leadership Development, Teacher Training, Instructional Technology, K-12, Career Counseling, Public Speaking, Differentiated..., Fundraising, Teacher Evaluation, Educational Consulting, Classroom Management, Leadership, Training, Staff Development, Management, Community Outreach, Strategic Planning
Education
Walden University 2011 — 2012
Certification, Adavanced Project Management, A
Florida State University 1993 — 1997
Master of Science (M.S.), Educational Administration
Davidson College 1980 — 1984
Bachelor of Arts (B.A.), Anthropology/Sociology
Wakulla High School
Wakulla High School
Wakulla High School
Doug Preveza Doug Preveza's DEAN WITTER Experience September 1995 - February 1996
Job Compliance Specialist
Industry Financial Services
Experience
Infinex Finanacial Group May 2012 - Present
FINRA May 2006 - May 2012
South Shore Mental Health April 2005 - May 2012
FINRA (formerly NASD) May 2004 - November 2010
Fidelity Investments May 2000 - October 2003
Investors Capital February 1997 - May 2000
State Street Bank February 1996 - February 1997
Dean Witter September 1995 - February 1996
Skills
Customer Relations, Problem Solving, Customer Service, Teaching, Auditing, Compliance, Team Leadership, Managerial, Trading
Education
Boston University
MBA
Bryant University 1991 — 1995
B.S., Finance
Infinex Finanacial Group May 2012 - Present
FINRA May 2006 - May 2012
South Shore Mental Health April 2005 - May 2012
FINRA (formerly NASD) May 2004 - November 2010
Fidelity Investments May 2000 - October 2003
Investors Capital February 1997 - May 2000
State Street Bank February 1996 - February 1997
Dean Witter September 1995 - February 1996
Skills
Customer Relations, Problem Solving, Customer Service, Teaching, Auditing, Compliance, Team Leadership, Managerial, Trading
Education
Boston University
MBA
Bryant University 1991 — 1995
B.S., Finance
Charlie Reese, CMT Charlie Reese, CMT's DEAN WITTER Experience March 1989 - January 1991
Job Analyst
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - September 2015
TJM Institutional Services January 2000 - August 2014
Sakura Dellsher 1995 - 2000
Smith Barney 1993 - 1995
Lehman Brothers 1991 - 1993
Dean Witter March 1989 - January 1991
Index Futures Group July 1988 - March 1989
Education
Augustana College 1984 — 1988
Bachelor of Arts (B.A.), Economics
New York Life Insurance Company May 2015 - September 2015
TJM Institutional Services January 2000 - August 2014
Sakura Dellsher 1995 - 2000
Smith Barney 1993 - 1995
Lehman Brothers 1991 - 1993
Dean Witter March 1989 - January 1991
Index Futures Group July 1988 - March 1989
Education
Augustana College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Andrea Riley Arnesen, CFP, ChFC, CASL's DEAN WITTER Experience May 1991 - August 1991
Job Private Wealth Advisor at Ameriprise Financial Services, Inc., 74 Northeastern Blvd, Suite 17A, Nashua, NH 03062
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 1992 - Present
Dean Witter May 1991 - August 1991
Education
Bentley University 1988 — 1992
BS, Economics - Finance
Essex Junction High School 1984 — 1988
Ameriprise Financial Services, Inc. September 1992 - Present
Dean Witter May 1991 - August 1991
Education
Bentley University 1988 — 1992
BS, Economics - Finance
Essex Junction High School 1984 — 1988
Katharine Ramsden's DEAN WITTER Experience 1989 - 1994
Job Vice President, Thought Leadership, Corporate
Industry Information Services
Experience
Thomson Reuters November 2014 - Present
Thomson Reuters December 2012 - November 2014
Thomson Reuters 2008 - December 2012
England Associates 2000 - 2008
PaineWebber 1996 - 1998
Dean Witter 1989 - 1994
Merrill Lynch 1985 - 1989
Greenwich Associates 1981 - 1983
Skills
Marketing Communications, Marketing Research, Marketing Strategy, Executive Communications, Corporate Positioning, Management Consulting, Business Journalism, Communications Strategy, Executive Messaging, Online Video, Speech Writing, Corporate Communications, Executive Coaching, Annual Reports, Strategic Communications, Writing, Editing, Research, Content Management, Thought Leadership, Messaging, Media Relations, Crisis Communications, Public Relations, Copy Editing, Strategy, Storytelling, Content Development, Content Strategy, Web Content, Editorial, Publishing, Journalism, News Writing, Publications, New Media, Press Releases, Feature Articles, Online Journalism, Gender Analysis, Diversity
Education
Columbia University - Graduate School of Journalism 1983 — 1984
MS, Business Journalism
Mount Holyoke College 1976 — 1981
BA, European Studies
Thomson Reuters November 2014 - Present
Thomson Reuters December 2012 - November 2014
Thomson Reuters 2008 - December 2012
England Associates 2000 - 2008
PaineWebber 1996 - 1998
Dean Witter 1989 - 1994
Merrill Lynch 1985 - 1989
Greenwich Associates 1981 - 1983
Skills
Marketing Communications, Marketing Research, Marketing Strategy, Executive Communications, Corporate Positioning, Management Consulting, Business Journalism, Communications Strategy, Executive Messaging, Online Video, Speech Writing, Corporate Communications, Executive Coaching, Annual Reports, Strategic Communications, Writing, Editing, Research, Content Management, Thought Leadership, Messaging, Media Relations, Crisis Communications, Public Relations, Copy Editing, Strategy, Storytelling, Content Development, Content Strategy, Web Content, Editorial, Publishing, Journalism, News Writing, Publications, New Media, Press Releases, Feature Articles, Online Journalism, Gender Analysis, Diversity
Education
Columbia University - Graduate School of Journalism 1983 — 1984
MS, Business Journalism
Mount Holyoke College 1976 — 1981
BA, European Studies
Jerome Fried Jerome Fried's DEAN WITTER Experience 1998 - 2001
Job Chief Executive Officer, AmerGold LLC
Industry Management Consulting
Experience
Amergold Capital & AmerGoldLLC January 2013 - Present
Capital Finance October 2006 - April 2011
Fidelity Bancorp 2005 - 2005
Cherry Creek Mortgage 2005 - 2005
Black Label Mortgage Program/First NLC Financial Services 2002 - 2005
Dean Witter 1998 - 2001
SFSU January 1996 - July 1998
Skills
Real Estate, Sales Management, Sales, Loans, Loan Origination, New Business Development, Asset Based Lending, Mortgage Lending, Wholesale Lending, Mortgage Banking, Commercial Mortgages, Commercial Lending, Small Business Lending, Underwriting, Banking, Negotiation, Credit, Marketing, Marketing Management, Marketing Strategy, Sales Presentations, Inter-personal, Real Estate Financing, Real Estate Transactions, Investment Properties, Refinance, Commercial Real Estate, Investments, Leadership, Funding, Due Diligence, Financial Services, Real Estate Economics, Residential Homes, FHA, Small Business, Referrals, Residential Mortgages, Credit Analysis, Selling, Investors, Executive Management, Relationship Management, Loan Servicing, Asset Management, Brokerage, Portfolio Management, Mergers & Acquisitions, Business Development, Strategic Partnerships
Education
Concord Law School - Kaplan University 2009 — 2011
JD Candidate
San Francisco State University 1996 — 1998
BA
Amergold Capital & AmerGoldLLC January 2013 - Present
Capital Finance October 2006 - April 2011
Fidelity Bancorp 2005 - 2005
Cherry Creek Mortgage 2005 - 2005
Black Label Mortgage Program/First NLC Financial Services 2002 - 2005
Dean Witter 1998 - 2001
SFSU January 1996 - July 1998
Skills
Real Estate, Sales Management, Sales, Loans, Loan Origination, New Business Development, Asset Based Lending, Mortgage Lending, Wholesale Lending, Mortgage Banking, Commercial Mortgages, Commercial Lending, Small Business Lending, Underwriting, Banking, Negotiation, Credit, Marketing, Marketing Management, Marketing Strategy, Sales Presentations, Inter-personal, Real Estate Financing, Real Estate Transactions, Investment Properties, Refinance, Commercial Real Estate, Investments, Leadership, Funding, Due Diligence, Financial Services, Real Estate Economics, Residential Homes, FHA, Small Business, Referrals, Residential Mortgages, Credit Analysis, Selling, Investors, Executive Management, Relationship Management, Loan Servicing, Asset Management, Brokerage, Portfolio Management, Mergers & Acquisitions, Business Development, Strategic Partnerships
Education
Concord Law School - Kaplan University 2009 — 2011
JD Candidate
San Francisco State University 1996 — 1998
BA
William McIntyre William McIntyre's DEAN WITTER Experience 1987 - 1991
Job Executive Director at MCFive Mile Commercial Mortgage Fiance LLC
Industry Commercial Real Estate
Experience
MC-Five Mile Commercial Mortgage Fiance LLC June 2015 - Present
Bethpage Federal Credit Union July 2012 - May 2015
CIBC World Markets February 2006 - March 2012
Lehman Brothers September 1998 - January 2006
Oppenheimer & Co. September 1993 - August 1998
Dean Witter 1987 - 1991
Skills
Due Diligence, Financial Modeling, Real Estate, Real Estate Economics, Investments, Valuation, CMBS, Loans, Mezzanine, Structured Finance, Financial Structuring, Securitization, Capital Markets, Credit, Equities, Asset Management, Commercial Mortgages, Loan Origination, Fixed Income
Education
Columbia Business School 1992 — 1993
Master of Business Administration (M.B.A.), Finance, International Business
Providence College 1982 — 1986
Bachelor's degree, Finance, Development of Western Civilization
City University London
St Roses
MC-Five Mile Commercial Mortgage Fiance LLC June 2015 - Present
Bethpage Federal Credit Union July 2012 - May 2015
CIBC World Markets February 2006 - March 2012
Lehman Brothers September 1998 - January 2006
Oppenheimer & Co. September 1993 - August 1998
Dean Witter 1987 - 1991
Skills
Due Diligence, Financial Modeling, Real Estate, Real Estate Economics, Investments, Valuation, CMBS, Loans, Mezzanine, Structured Finance, Financial Structuring, Securitization, Capital Markets, Credit, Equities, Asset Management, Commercial Mortgages, Loan Origination, Fixed Income
Education
Columbia Business School 1992 — 1993
Master of Business Administration (M.B.A.), Finance, International Business
Providence College 1982 — 1986
Bachelor's degree, Finance, Development of Western Civilization
City University London
St Roses
Randall Keller, MBA Randall Keller, MBA's DEAN WITTER Experience 1987 - 1995
Job First Vice President Investment Officer Roth, Keller & Croissant Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Roth Keller & Croissant Group of Wells Fargo Advisors 2001 - Present
McDonald Investments 1995 - 2001
Dean Witter 1987 - 1995
Bolanis & Associates Financial Planning Services 1983 - 1987
Skills
Investments, Finance, Investment Strategies, Time Management, Financial Services, Retirement Planning, Asset Allocation, 401k Rollovers
Education
Ashland University 2003 — 2006
Master of Business Administration (M.B.A.)
Brigham Young University 1979 — 1983
Bachelor of Science, Financial Planning and Counseling
Roth Keller & Croissant Group of Wells Fargo Advisors 2001 - Present
McDonald Investments 1995 - 2001
Dean Witter 1987 - 1995
Bolanis & Associates Financial Planning Services 1983 - 1987
Skills
Investments, Finance, Investment Strategies, Time Management, Financial Services, Retirement Planning, Asset Allocation, 401k Rollovers
Education
Ashland University 2003 — 2006
Master of Business Administration (M.B.A.)
Brigham Young University 1979 — 1983
Bachelor of Science, Financial Planning and Counseling
Monte F. James Monte F. James's DEAN WITTER Experience 1984 - 1987
Job Partner, Jackson Walker, L.L.P.
Industry Law Practice
Experience
Jackson Walker, L.L.P. April 2001 - Present
Dean Witter 1984 - 1987
Skills
Trial Practice, Commercial Litigation, Business Litigation, Civil Litigation, Litigation, Personal Injury, Appeals, Strategy, Product Liability, Class Actions, Arbitration, Breach Of Contract, Torts, Trade Secrets, Trials, Legal Writing
Education
Baylor University 1980 — 1984
B.B.A., Finance
Baylor University School of Law
J.D., Law
Jackson Walker, L.L.P. April 2001 - Present
Dean Witter 1984 - 1987
Skills
Trial Practice, Commercial Litigation, Business Litigation, Civil Litigation, Litigation, Personal Injury, Appeals, Strategy, Product Liability, Class Actions, Arbitration, Breach Of Contract, Torts, Trade Secrets, Trials, Legal Writing
Education
Baylor University 1980 — 1984
B.B.A., Finance
Baylor University School of Law
J.D., Law
Andy Barkate MS Andy Barkate MS's DEAN WITTER Experience June 1984 - June 1987
Job President, California Retirement Plans
Industry Financial Services
Experience
California Retirement Plans LLC December 1990 - Present
Prudential Securities May 1987 - May 1991
Dean Witter June 1984 - June 1987
Skills
Retirement Planning, Merchant Services, IRAs, Wealth Accumulation, Fixed Annuities, Estate Planning, Retirement, Insurance, Long-term Care, 401k, Strategic Financial..., Wealth Management, Investments, Term Life Insurance, Small Business, Financial Advisory, Financial Analysis, New Business Development, Financial Planners, Leadership, CRM, Whole Life, Disability Insurance, Life Insurance, Employee Benefits, Finance, Financial Services, Entrepreneurship, Personal Finance, Strategy, Risk Management, Long Term Care Insurance, Wealth, Investment Advisory, Wealth Management..., Tax, Mutual Funds, Universal Life, Series 63, Securities, Investment Strategies, Asset Allocation, Roth IRA, Mortgage Lending, Pensions, Asset Management, Asset Protection, Trusts, Financial Risk, Health Insurance
Education
College of Financial Planning 2009 — 2011
Master's degree, Financial Planning
California State University-Northridge 1977 — 1981
BA Business, Marketing & Finance
California Retirement Plans LLC December 1990 - Present
Prudential Securities May 1987 - May 1991
Dean Witter June 1984 - June 1987
Skills
Retirement Planning, Merchant Services, IRAs, Wealth Accumulation, Fixed Annuities, Estate Planning, Retirement, Insurance, Long-term Care, 401k, Strategic Financial..., Wealth Management, Investments, Term Life Insurance, Small Business, Financial Advisory, Financial Analysis, New Business Development, Financial Planners, Leadership, CRM, Whole Life, Disability Insurance, Life Insurance, Employee Benefits, Finance, Financial Services, Entrepreneurship, Personal Finance, Strategy, Risk Management, Long Term Care Insurance, Wealth, Investment Advisory, Wealth Management..., Tax, Mutual Funds, Universal Life, Series 63, Securities, Investment Strategies, Asset Allocation, Roth IRA, Mortgage Lending, Pensions, Asset Management, Asset Protection, Trusts, Financial Risk, Health Insurance
Education
College of Financial Planning 2009 — 2011
Master's degree, Financial Planning
California State University-Northridge 1977 — 1981
BA Business, Marketing & Finance
Elizabeth Pearsall Elizabeth Pearsall's DEAN WITTER Experience June 1968 - 1972
Job Staff nurse at Taylor hospitalretired
Industry Hospital & Health Care
Experience
Delaware County Community College January 1997 - Present
Taylor hospital- 1976 - 2014
Harris Upham Brokerage Firm 1972 - 1973
Dean Witter June 1968 - 1972
Skills
Perioperative Nursing, perioperative education, Nursing, CNOR, BCLS, ACLS, PALS, Patient Safety, Labor Management..., Patient Education, Inpatient, Health Education, Hospitals, Operating Room, Registered Nurses, Surgery, Nursing Education, BLS
Education
Eastern University 2001 — 2005
BSN, Nursing, 3.9 GPA
Philadelphia General Hospital School of Nursing 1973 — 1976
Diploma in Nursing, Nursing
Delaware County Community College January 1997 - Present
Taylor hospital- 1976 - 2014
Harris Upham Brokerage Firm 1972 - 1973
Dean Witter June 1968 - 1972
Skills
Perioperative Nursing, perioperative education, Nursing, CNOR, BCLS, ACLS, PALS, Patient Safety, Labor Management..., Patient Education, Inpatient, Health Education, Hospitals, Operating Room, Registered Nurses, Surgery, Nursing Education, BLS
Education
Eastern University 2001 — 2005
BSN, Nursing, 3.9 GPA
Philadelphia General Hospital School of Nursing 1973 — 1976
Diploma in Nursing, Nursing
Jeff Gustafik Jeff Gustafik's DEAN WITTER Experience August 1983 - January 1997
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2000 - Present
Van Kasper & Company January 1997 - October 2000
Dean Witter August 1983 - January 1997
Skills
Retirement Planning, Estate Investment..., Financial Advisory, Retirement, Strategic Planning, Insurance, Investments, Mutual Funds, Risk Management, Entrepreneurship, Asset Allocation, Investment Portfolio, Public Speaking, Succession Planning, Financial Analysis, Investment Planning
Education
California State University-Chico 1979 — 1983
B.S., Finance
Wells Fargo Advisors, LLC October 2000 - Present
Van Kasper & Company January 1997 - October 2000
Dean Witter August 1983 - January 1997
Skills
Retirement Planning, Estate Investment..., Financial Advisory, Retirement, Strategic Planning, Insurance, Investments, Mutual Funds, Risk Management, Entrepreneurship, Asset Allocation, Investment Portfolio, Public Speaking, Succession Planning, Financial Analysis, Investment Planning
Education
California State University-Chico 1979 — 1983
B.S., Finance
Jim Fyffe's DEAN WITTER Experience April 1995 - April 1996
Job VP, Accounting & Regulatory Reporting at FOLIOfn, Inc.
Industry Financial Services
Experience
FOLIOfn, Inc. September 2014 - Present
E*TRADE Financial February 2011 - August 2014
E*TRADE Financial August 2006 - February 2011
E*TRADE Financial May 2000 - August 2006
E*TRADE Financial October 1999 - May 2000
E*TRADE Financial October 1997 - October 1999
E*TRADE Financial April 1996 - October 1997
Dean Witter April 1995 - April 1996
Skills
Securities, Accounting, SEC, SEC filings, Equities, Sarbanes-Oxley Act, Financial Reporting, Financial Services, Internal Controls, Financial Analysis, Risk Management, Fixed Income, Cash Management, Bloomberg, Financial Statements, Capital Markets, Banking, Corporate Finance, Financial Modeling, Finance, Strategic Financial..., Due Diligence, Mutual Funds, Mergers & Acquisitions, Series 7, General Ledger, US GAAP, Analysis, FINRA, Process Improvement, Variance Analysis, Options, Tax, Treasury, Budgets, Account Reconciliation, Management, Investments, Series 63, SEC Filings
Education
Inter-University Center for Japanese Language Studies (IUC) 2002 — 2003
University of San Francisco 2000 — 2002
MA, Asian Pacific Studies
San Jose State University 1996 — 1998
BS, Accounting
University of Michigan 1993 — 1994
Wayne State University 1988 — 1994
BA, Finance
Japan Center for Michigan Universities 1992 — 1993
FOLIOfn, Inc. September 2014 - Present
E*TRADE Financial February 2011 - August 2014
E*TRADE Financial August 2006 - February 2011
E*TRADE Financial May 2000 - August 2006
E*TRADE Financial October 1999 - May 2000
E*TRADE Financial October 1997 - October 1999
E*TRADE Financial April 1996 - October 1997
Dean Witter April 1995 - April 1996
Skills
Securities, Accounting, SEC, SEC filings, Equities, Sarbanes-Oxley Act, Financial Reporting, Financial Services, Internal Controls, Financial Analysis, Risk Management, Fixed Income, Cash Management, Bloomberg, Financial Statements, Capital Markets, Banking, Corporate Finance, Financial Modeling, Finance, Strategic Financial..., Due Diligence, Mutual Funds, Mergers & Acquisitions, Series 7, General Ledger, US GAAP, Analysis, FINRA, Process Improvement, Variance Analysis, Options, Tax, Treasury, Budgets, Account Reconciliation, Management, Investments, Series 63, SEC Filings
Education
Inter-University Center for Japanese Language Studies (IUC) 2002 — 2003
University of San Francisco 2000 — 2002
MA, Asian Pacific Studies
San Jose State University 1996 — 1998
BS, Accounting
University of Michigan 1993 — 1994
Wayne State University 1988 — 1994
BA, Finance
Japan Center for Michigan Universities 1992 — 1993
John Martelotti John Martelotti's DEAN WITTER Experience October 1984 - May 2000
Job Staten Island Real Estate Sales & Rentals
Industry Real Estate
Experience
Robert DeFalco Realty July 2004 - Present
MetLife Financial Services 2002 - 2005
Morgan Stanley May 2000 - May 2002
Dean Witter October 1984 - May 2000
Skills
Leases, Rentals, Commercial Sales, Retirement, Residential Homes, Home, First Time Home Buyers, Investments, Real Estate, Asset Managment, Strategic Financial..., Small Business, Credit, Investment Properties, Real Estate Transactions, Insurance, Sales, Negotiation, Condos, Asset Management, Selling, Finance, Short Sales, Investors, Sellers, Commercial Real Estate, Relocation, Townhomes, REO, Referrals, Listings, New Home Sales, Real Property, Single Family Homes, Buyer Representation, Luxury, Property
Education
City University of New York-College of Staten Island 2006 — 2011
Bachelor of Science (BS), Accounting
Ralph R McKee High School 1979 — 1983
Vocational Diploma, Electrical
Robert DeFalco Realty July 2004 - Present
MetLife Financial Services 2002 - 2005
Morgan Stanley May 2000 - May 2002
Dean Witter October 1984 - May 2000
Skills
Leases, Rentals, Commercial Sales, Retirement, Residential Homes, Home, First Time Home Buyers, Investments, Real Estate, Asset Managment, Strategic Financial..., Small Business, Credit, Investment Properties, Real Estate Transactions, Insurance, Sales, Negotiation, Condos, Asset Management, Selling, Finance, Short Sales, Investors, Sellers, Commercial Real Estate, Relocation, Townhomes, REO, Referrals, Listings, New Home Sales, Real Property, Single Family Homes, Buyer Representation, Luxury, Property
Education
City University of New York-College of Staten Island 2006 — 2011
Bachelor of Science (BS), Accounting
Ralph R McKee High School 1979 — 1983
Vocational Diploma, Electrical
Vicki Bradley Vicki Bradley's DEAN WITTER Experience January 1989 - July 1990
Job Retired from JPM Chase
Industry Financial Services
Experience
JP Morgan Chase October 2001 - July 2013
JPMorgan Chase August 1990 - October 2001
Dean Witter January 1989 - July 1990
Skills
Employee Relations, Performance Management, Deferred Compensation, Customer Retention, Project Management, Ad Hoc Reporting, Customer Interaction, Performance Tuning, Employment Law, Talent Management, Human Resources, Change Management, Management, Recruiting, Employee Benefits, Coaching, Succession Planning, Talent Acquisition, Employee Engagement, Organizational..., Training, Onboarding, Vendor Management, Leadership Development, Applicant Tracking..., Organizational..., Career Development, Strategy, Employee Training, New Hire Orientations, Organizational Design, HRIS, HR Policies, Personnel Management, Interviews, College Recruiting, Workforce Planning, Mergers & Acquisitions, Temporary Placement, PeopleSoft, HR Consulting, Hiring, Technical Recruiting, Internet Recruiting, Performance Appraisal, Sourcing
Education
University of Phoenix 2002 — 2004
Masters, Organizational Management/HR
Cornell University 2002 — 2002
HR Certification, HR
College of Staten Island 1996 — 2002
Bachelors, Business Management/HR
JP Morgan Chase October 2001 - July 2013
JPMorgan Chase August 1990 - October 2001
Dean Witter January 1989 - July 1990
Skills
Employee Relations, Performance Management, Deferred Compensation, Customer Retention, Project Management, Ad Hoc Reporting, Customer Interaction, Performance Tuning, Employment Law, Talent Management, Human Resources, Change Management, Management, Recruiting, Employee Benefits, Coaching, Succession Planning, Talent Acquisition, Employee Engagement, Organizational..., Training, Onboarding, Vendor Management, Leadership Development, Applicant Tracking..., Organizational..., Career Development, Strategy, Employee Training, New Hire Orientations, Organizational Design, HRIS, HR Policies, Personnel Management, Interviews, College Recruiting, Workforce Planning, Mergers & Acquisitions, Temporary Placement, PeopleSoft, HR Consulting, Hiring, Technical Recruiting, Internet Recruiting, Performance Appraisal, Sourcing
Education
University of Phoenix 2002 — 2004
Masters, Organizational Management/HR
Cornell University 2002 — 2002
HR Certification, HR
College of Staten Island 1996 — 2002
Bachelors, Business Management/HR
Robyn Barnett- Wood's DEAN WITTER Experience 1986 - 1988
Job Co Founder at New Media Marketing
Industry Management Consulting
Experience
NMMA Holdings 2009 - Present
Seva Beauty Franchise 2015 - 2015
Integrated Business Analysis 1995 - 2009
Management Advisory Group (MAG) Solutions 1993 - 1995
Bernard Haldane & Associates 1990 - 1993
Dean Witter 1986 - 1988
Skills
Strategy, Competitive Analysis, Business Strategy, New Business Development, Marketing Strategy, Business Planning, Social Media Marketing, SEO, Management Consulting, Management, Start-ups, Marketing, Leadership, Business Development, Team Building, Entrepreneurship, Lead Generation, Small Business, Advertising, Sales, Article Marketing, Entrepreneurship..., Executive Management, Strategic Partnerships, Email Marketing, Online Advertising, Market Analysis, B2B, Brand Development, Financial Analysis, Social Media, Digital Marketing, Public Relations, Press Releases, Local Marketing, Outsourced Marketing, Referral Development, Reputation Management, Testimonials, Competitive Intelligence, Analysis, Mobile Marketing, Communication Skills, Brand Developement, Design Services, Testimonial Marketing, Reputation Monitoring, Marketing Analysis, Competition Analysis, ORM Online Reputation...
Education
Harvard Business School Executive Education 2009 — 2015
Executive Leadership Program
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
Master of Business Administration (M.B.A.), Business Administration and Management, General
Assumption College 1982 — 1986
Bachelor of Business Administration (BBA), Finance and Financial Management Services
NMMA Holdings 2009 - Present
Seva Beauty Franchise 2015 - 2015
Integrated Business Analysis 1995 - 2009
Management Advisory Group (MAG) Solutions 1993 - 1995
Bernard Haldane & Associates 1990 - 1993
Dean Witter 1986 - 1988
Skills
Strategy, Competitive Analysis, Business Strategy, New Business Development, Marketing Strategy, Business Planning, Social Media Marketing, SEO, Management Consulting, Management, Start-ups, Marketing, Leadership, Business Development, Team Building, Entrepreneurship, Lead Generation, Small Business, Advertising, Sales, Article Marketing, Entrepreneurship..., Executive Management, Strategic Partnerships, Email Marketing, Online Advertising, Market Analysis, B2B, Brand Development, Financial Analysis, Social Media, Digital Marketing, Public Relations, Press Releases, Local Marketing, Outsourced Marketing, Referral Development, Reputation Management, Testimonials, Competitive Intelligence, Analysis, Mobile Marketing, Communication Skills, Brand Developement, Design Services, Testimonial Marketing, Reputation Monitoring, Marketing Analysis, Competition Analysis, ORM Online Reputation...
Education
Harvard Business School Executive Education 2009 — 2015
Executive Leadership Program
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1988
Master of Business Administration (M.B.A.), Business Administration and Management, General
Assumption College 1982 — 1986
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Bill McLawhon's DEAN WITTER Experience December 1980 - June 1990
Job
Industry Professional Training & Coaching
Experience
McLawhon Consulting March 2015 - Present
Facebook December 2010 - February 2015
Corporate Balance Concepts, Inc. February 2005 - December 2010
Mariposa Leadership, Inc October 2002 - December 2010
Charles Schwab & Co. October 1990 - February 2001
Dean Witter December 1980 - June 1990
Skills
Management, Coaching, People Skills, Leadership Development, Strategy, Executive Coaching, Leadership, Business Development, Executive Development, Organizational..., Project Management, Team Building, Change Management, Strategic Planning, Public Speaking, Workshop Facilitation, Business Strategy, Management Development, Performance Management, Organizational Design, 360 Feedback, Emotional Intelligence, Employee Engagement, Executive Management, Talent Management, MBTI, Start-ups, Training, Entrepreneurship, Small Business, Organizational..., Sales, Performance Improvement, Recruiting, Employee Training, Career Development, Human Resources
Education
California Institute of Integral Studies 1990 — 1991
Indian Philosophy
California State University-Fullerton 1975 — 1979
Bachelor's, Chemistry
McLawhon Consulting March 2015 - Present
Facebook December 2010 - February 2015
Corporate Balance Concepts, Inc. February 2005 - December 2010
Mariposa Leadership, Inc October 2002 - December 2010
Charles Schwab & Co. October 1990 - February 2001
Dean Witter December 1980 - June 1990
Skills
Management, Coaching, People Skills, Leadership Development, Strategy, Executive Coaching, Leadership, Business Development, Executive Development, Organizational..., Project Management, Team Building, Change Management, Strategic Planning, Public Speaking, Workshop Facilitation, Business Strategy, Management Development, Performance Management, Organizational Design, 360 Feedback, Emotional Intelligence, Employee Engagement, Executive Management, Talent Management, MBTI, Start-ups, Training, Entrepreneurship, Small Business, Organizational..., Sales, Performance Improvement, Recruiting, Employee Training, Career Development, Human Resources
Education
California Institute of Integral Studies 1990 — 1991
Indian Philosophy
California State University-Fullerton 1975 — 1979
Bachelor's, Chemistry
Michael Gumport's DEAN WITTER Experience 1985 - 1986
Job Corporate Finance / Capital Markets Consultant
Industry Investment Banking
Experience
MG Holdings/SIP April 2004 - Present
Clear Logic January 2000 - January 2003
Sage, Inc. 1996 - 2002
eMagin Corp. October 1994 - November 1999
Lehman Brothers January 1990 - September 1998
Drexel Burnham Lambert 1986 - 1990
Dean Witter 1985 - 1986
PaineWebber 1983 - 1985
Skills
Investment Banking, Venture Capital, Equities, Private Equity, Mergers & Acquisitions, IPO, Start-ups, Mergers, Trading, Finance, Private Placements, Structured Finance, Equity Research, Options
Education
Columbia University 1974 — 1976
MBA, Major: Finance; Minor: Econometrics
Amherst College 1969 — 1973
BA, Major: English; Minor: European Languages
Dalton
MG Holdings/SIP April 2004 - Present
Clear Logic January 2000 - January 2003
Sage, Inc. 1996 - 2002
eMagin Corp. October 1994 - November 1999
Lehman Brothers January 1990 - September 1998
Drexel Burnham Lambert 1986 - 1990
Dean Witter 1985 - 1986
PaineWebber 1983 - 1985
Skills
Investment Banking, Venture Capital, Equities, Private Equity, Mergers & Acquisitions, IPO, Start-ups, Mergers, Trading, Finance, Private Placements, Structured Finance, Equity Research, Options
Education
Columbia University 1974 — 1976
MBA, Major: Finance; Minor: Econometrics
Amherst College 1969 — 1973
BA, Major: English; Minor: European Languages
Dalton
Craig Ulrich's DEAN WITTER Experience February 1984 - January 1985
Job
Industry Management Consulting
Experience
Ulrich Consulting, LLC July 2014 - Present
Towers Watson March 2007 - July 2014
Buck Consultants April 2005 - March 2007
Mercer Human Resource Consulting January 1985 - April 2005
Dean Witter February 1984 - January 1985
Irving Trust July 1983 - February 1984
Irving Trust April 1981 - July 1983
Skills
Sales Effectiveness, Sales Operations, HR Consulting, Consulting, Deferred Compensation, Leadership, Organizational Design, Business Strategy, Incentive Programs, Strategy, Human Capital, Management, Sales Compensation
Education
Fairleigh Dickinson University-Florham Campus 1980 — 1981
M.B.A., Management
Drake University 1976 — 1980
B.S., Business Administration
Ulrich Consulting, LLC July 2014 - Present
Towers Watson March 2007 - July 2014
Buck Consultants April 2005 - March 2007
Mercer Human Resource Consulting January 1985 - April 2005
Dean Witter February 1984 - January 1985
Irving Trust July 1983 - February 1984
Irving Trust April 1981 - July 1983
Skills
Sales Effectiveness, Sales Operations, HR Consulting, Consulting, Deferred Compensation, Leadership, Organizational Design, Business Strategy, Incentive Programs, Strategy, Human Capital, Management, Sales Compensation
Education
Fairleigh Dickinson University-Florham Campus 1980 — 1981
M.B.A., Management
Drake University 1976 — 1980
B.S., Business Administration
Peter Friedland's DEAN WITTER Experience 1995 - 1996
Job
Industry Investment Management
Experience
Ascend Capital 2013 - Present
First Oak Capital 2010 - 2013
Seasons Capital 2008 - 2010
Soleil Group/Fulcrum Global Partners 2004 - 2008
WR Hambrecht 2000 - 2004
ING Barings/Furman Selz 1996 - 2000
Dean Witter 1995 - 1996
Education
Cornell University 1991 — 1995
Ascend Capital 2013 - Present
First Oak Capital 2010 - 2013
Seasons Capital 2008 - 2010
Soleil Group/Fulcrum Global Partners 2004 - 2008
WR Hambrecht 2000 - 2004
ING Barings/Furman Selz 1996 - 2000
Dean Witter 1995 - 1996
Education
Cornell University 1991 — 1995
Edward Hatch's DEAN WITTER Experience 1980 - 1982
Job Financial Services Professional
Industry Financial Services
Experience
mediavision capital March 2002 - May 2005
societe generale October 1998 - September 2001
SG Cowen 1998 - 2001
ubs 1991 - 1998
nomura securities June 1989 - July 1991
merrill lynch October 1987 - June 1989
lehman brothers June 1985 - October 1987
new york life ins. investments 1983 - 1985
general reinsurance investments 1982 - 1983
dean witter 1980 - 1982
Skills
Equities, Investments, Investment Banking, Corporate Finance, Private Equity, Valuation, Mergers, Financial Analysis, Equity Valuation, Financial Modeling, Venture Capital, Strategic Planning, Accounting, Business Valuation, IPO, Investor Relations, Hedge Funds, Equity Research, Alternative Investments, Bloomberg
Education
Syracuse University 1977 — 1979
mba, finance, international finance
Colby College 1970 — 1974
BA, Economics
Colby College 1970 — 1974
BA, Economics major Administrative Science minor
lhs 1966 — 1970
college prep courses
mediavision capital March 2002 - May 2005
societe generale October 1998 - September 2001
SG Cowen 1998 - 2001
ubs 1991 - 1998
nomura securities June 1989 - July 1991
merrill lynch October 1987 - June 1989
lehman brothers June 1985 - October 1987
new york life ins. investments 1983 - 1985
general reinsurance investments 1982 - 1983
dean witter 1980 - 1982
Skills
Equities, Investments, Investment Banking, Corporate Finance, Private Equity, Valuation, Mergers, Financial Analysis, Equity Valuation, Financial Modeling, Venture Capital, Strategic Planning, Accounting, Business Valuation, IPO, Investor Relations, Hedge Funds, Equity Research, Alternative Investments, Bloomberg
Education
Syracuse University 1977 — 1979
mba, finance, international finance
Colby College 1970 — 1974
BA, Economics
Colby College 1970 — 1974
BA, Economics major Administrative Science minor
lhs 1966 — 1970
college prep courses
Paul Nuti's DEAN WITTER Experience 1984 - 1997
Job Senior Vice President at Amalgamated Bank
Industry Financial Services
Experience
Amalgamated Bank December 2009 - Present
Roni Deutch Tax Centers August 2008 - July 2011
Morgan Stanley February 2000 - November 2007
Morgan Stanley January 1998 - February 2000
Dean Witter 1984 - 1997
Skills
Strategic Planning, Product Development, Performance Improvement, Entrepreneurship, Strategy, Management, Marketing, Finance, New Business Development, Equities, Financial Modeling, Portfolio Management, Financial Reporting, Investments, Business Planning, Budgets
Education
University of California, Berkeley 1977 — 1981
Bachelor of Science, Economics
ABA Stonier Graduate School of Banking
Stonier Diploma
ABA Stonier Graduate School of Banking
Wharton Leadership Certificate
Amalgamated Bank December 2009 - Present
Roni Deutch Tax Centers August 2008 - July 2011
Morgan Stanley February 2000 - November 2007
Morgan Stanley January 1998 - February 2000
Dean Witter 1984 - 1997
Skills
Strategic Planning, Product Development, Performance Improvement, Entrepreneurship, Strategy, Management, Marketing, Finance, New Business Development, Equities, Financial Modeling, Portfolio Management, Financial Reporting, Investments, Business Planning, Budgets
Education
University of California, Berkeley 1977 — 1981
Bachelor of Science, Economics
ABA Stonier Graduate School of Banking
Stonier Diploma
ABA Stonier Graduate School of Banking
Wharton Leadership Certificate
Jennifer Creter's DEAN WITTER Experience 1992 - 1996
Job Nurse at Sunrise Senior Living
Industry Hospital & Health Care
Experience
Sunrise Senior Living January 2013 - Present
Geller & Company April 2004 - December 2010
Olympus November 2002 - April 2004
Goldman Sachs July 1996 - April 2002
Dean Witter 1992 - 1996
Skills
Microsoft Excel, PowerPoint, Research, Cpr Certified, Teaching, Healthcare, Access, Data Entry, Time Management, Hospitals, Teamwork, Event Planning, Administration, Nonprofits, Administrative..., Leadership, Critical Thinking, English, Windows, Budgets, Software Documentation, Community Outreach, Team Building
Education
Eastern Suffolk BOCES-School of Practical Nursing 2011 — 2013
Licensed Practical Nurse, Practical Nursing, Vocational Nursing and Nursing Assistants
Adelphi University 1992 — 1994
Accounting and Finance
Suffolk County Community College 1990 — 1992
Associates, Business
Sunrise Senior Living January 2013 - Present
Geller & Company April 2004 - December 2010
Olympus November 2002 - April 2004
Goldman Sachs July 1996 - April 2002
Dean Witter 1992 - 1996
Skills
Microsoft Excel, PowerPoint, Research, Cpr Certified, Teaching, Healthcare, Access, Data Entry, Time Management, Hospitals, Teamwork, Event Planning, Administration, Nonprofits, Administrative..., Leadership, Critical Thinking, English, Windows, Budgets, Software Documentation, Community Outreach, Team Building
Education
Eastern Suffolk BOCES-School of Practical Nursing 2011 — 2013
Licensed Practical Nurse, Practical Nursing, Vocational Nursing and Nursing Assistants
Adelphi University 1992 — 1994
Accounting and Finance
Suffolk County Community College 1990 — 1992
Associates, Business
Gregory V. Murphy's DEAN WITTER Experience 1989 - 1995
Job at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2008 - Present
Morgan Stanley Investment Management January 2003 - October 2007
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Morgan Stanley 1995 - 1999
Dean Witter 1989 - 1995
EF Hutton 1984 - 1989
EF Hutton 1981 - 1984
EF Hutton 1980 - 1981
Skills
Series 63, Alternative Investments, Asset Management, Asset Managment, Change Management, Financial Services, Investments, Marketing, Management, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 24, Series 7, Strategic Planning, Wealth Management
Education
Adelphi University 1978 — 1980
MBA, Finance & Investments
Providence College 1973 — 1977
BS, Business
TD Ameritrade October 2008 - Present
Morgan Stanley Investment Management January 2003 - October 2007
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Morgan Stanley 1995 - 1999
Dean Witter 1989 - 1995
EF Hutton 1984 - 1989
EF Hutton 1981 - 1984
EF Hutton 1980 - 1981
Skills
Series 63, Alternative Investments, Asset Management, Asset Managment, Change Management, Financial Services, Investments, Marketing, Management, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 24, Series 7, Strategic Planning, Wealth Management
Education
Adelphi University 1978 — 1980
MBA, Finance & Investments
Providence College 1973 — 1977
BS, Business
Cindy Reed-Stiene's DEAN WITTER Experience September 1983 - February 1987
Job Manager at Wildes, Stevens, Brackens
Industry Accounting
Experience
Walker Consulting Group November 1998 - Present
Dean Witter September 1983 - February 1987
Touche Ross July 1981 - September 1983
Education
City University of New York-Baruch College 1977 — 1981
BBA, Accounting
Walker Consulting Group November 1998 - Present
Dean Witter September 1983 - February 1987
Touche Ross July 1981 - September 1983
Education
City University of New York-Baruch College 1977 — 1981
BBA, Accounting
Ben Thornhill, CFP®'s DEAN WITTER Experience 1993 - 1995
Job Senior Managing Director at First Foundation Advisors,Inc.
Industry Investment Management
Experience
First Foundation Advisors (formerly The Keller Group Investment Mgmt) June 1998 - Present
The Keller Group 1998 - 2009
Charles Schwab January 1995 - June 1998
Dean Witter 1993 - 1995
Skills
Wealth Management, Investments, Finance, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management
Education
College for Financial Planning 2003 — 2006
Certified Financial Planner®
Chapman University 1983 — 1988
Bachelor of Science-Business Administration
University of California, Irvine
Personal Financial Planning Certificate Program
First Foundation Advisors (formerly The Keller Group Investment Mgmt) June 1998 - Present
The Keller Group 1998 - 2009
Charles Schwab January 1995 - June 1998
Dean Witter 1993 - 1995
Skills
Wealth Management, Investments, Finance, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management
Education
College for Financial Planning 2003 — 2006
Certified Financial Planner®
Chapman University 1983 — 1988
Bachelor of Science-Business Administration
University of California, Irvine
Personal Financial Planning Certificate Program
Jerry Dunn's DEAN WITTER Experience September 1993 - January 1995
Job Founder and CEO, A10 Capital
Industry Financial Services
Experience
A10 Capital May 2007 - Present
Stripes Group April 2007 - Present
Bank of the West October 2005 - April 2007
Aviation Finance Group / PNC Aviation April 1998 - September 2005
AMRESCO Commercial Finance February 1995 - December 1997
Dean Witter September 1993 - January 1995
Skills
Commercial Mortgages, Asset Management, Commercial Lending, Securitization, Loans, commercial real estate, Commercial Real Estate, Asset Managment
Education
Colorado State University 1989 — 1993
BS, Accounting and Finance
Florida
Mullen
A10 Capital May 2007 - Present
Stripes Group April 2007 - Present
Bank of the West October 2005 - April 2007
Aviation Finance Group / PNC Aviation April 1998 - September 2005
AMRESCO Commercial Finance February 1995 - December 1997
Dean Witter September 1993 - January 1995
Skills
Commercial Mortgages, Asset Management, Commercial Lending, Securitization, Loans, commercial real estate, Commercial Real Estate, Asset Managment
Education
Colorado State University 1989 — 1993
BS, Accounting and Finance
Florida
Mullen
Cindy Metts's DEAN WITTER Experience 1988 - 1992
Job Operations Manager at Frank Financial Advisors
Industry Financial Services
Experience
Frank Financial Advisors February 2006 - Present
Charles Schwab October 1996 - December 2004
Wells Fargo Securities 1994 - September 1996
HomeFed - GreatWest Securities 1992 - 1994
Dean Witter 1988 - 1992
Education
California State University-Long Beach 1980 — 1982
Bachelor of Science, Dietetics
Frank Financial Advisors February 2006 - Present
Charles Schwab October 1996 - December 2004
Wells Fargo Securities 1994 - September 1996
HomeFed - GreatWest Securities 1992 - 1994
Dean Witter 1988 - 1992
Education
California State University-Long Beach 1980 — 1982
Bachelor of Science, Dietetics
Kevin Grimm's DEAN WITTER Experience January 1991 - August 1993
Job Regional Brokerage Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Joseph Gunnar & Co., LLC June 2007 - September 2010
Fidelity Investments June 2003 - February 2007
UBS Wealth Management February 2001 - June 2003
Paine Webber September 1998 - February 2001
PaineWebber Inc. September 1997 - September 1998
PaineWebber Inc August 1993 - September 1997
Dean Witter January 1991 - August 1993
Kidder, Peabody & Company Inc, November 1980 - December 1990
Skills
Equities, Fixed Income, Capital Markets, Series 7, Options, Equity Research, Securities, Series 63, Wealth Management, Options Strategies, Alternative Investments, Sales Management, Coaching, Research, Customer Relations, Compliance, Problem Solving
Education
Boston College 1976 — 1980
BA, Economics
Fidelity Investments October 2012 - Present
Joseph Gunnar & Co., LLC June 2007 - September 2010
Fidelity Investments June 2003 - February 2007
UBS Wealth Management February 2001 - June 2003
Paine Webber September 1998 - February 2001
PaineWebber Inc. September 1997 - September 1998
PaineWebber Inc August 1993 - September 1997
Dean Witter January 1991 - August 1993
Kidder, Peabody & Company Inc, November 1980 - December 1990
Skills
Equities, Fixed Income, Capital Markets, Series 7, Options, Equity Research, Securities, Series 63, Wealth Management, Options Strategies, Alternative Investments, Sales Management, Coaching, Research, Customer Relations, Compliance, Problem Solving
Education
Boston College 1976 — 1980
BA, Economics
Joseph Buckley's DEAN WITTER Experience 1987 - 1989
Job Consultant at Financial Industry Technical Services, Inc. (FITSInc.)
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.) January 2011 - Present
Independent Consultant October 2010 - January 2011
The Depositiory Trust Clearing Corporation (DTCC) January 2009 - June 2010
Fortis Bank USA January 2006 - December 2008
Fiserv Securities 1999 - 2005
Nomura Securities 1995 - 1999
Sumitomo Securities June 1993 - December 1994
Dillon Read & Company October 1988 - May 1993
Dean Witter 1987 - 1989
Skills
Risk Management, Fixed Income, Enterprise Risk..., Operational Risk, Financial Risk, Capital Markets, Banking, Financial Analysis, Securities, Asset Managment, Equities, Derivatives, Operational Risk..., Auditing, Internal Audit, Back Office, Credit, Mutual Funds, Financial Services, Asset Management, Relationship Management, Portfolio Management, Financial Modeling, AML
Education
Drexel University - LeBow College of Business 1979 — 1984
BS, Accounting
Archbishop Ryan 1976 — 1979
High School
Maternity BVM 1966 — 1975
Financial Industry Technical Services, Inc. (FITS-Inc.) January 2011 - Present
Independent Consultant October 2010 - January 2011
The Depositiory Trust Clearing Corporation (DTCC) January 2009 - June 2010
Fortis Bank USA January 2006 - December 2008
Fiserv Securities 1999 - 2005
Nomura Securities 1995 - 1999
Sumitomo Securities June 1993 - December 1994
Dillon Read & Company October 1988 - May 1993
Dean Witter 1987 - 1989
Skills
Risk Management, Fixed Income, Enterprise Risk..., Operational Risk, Financial Risk, Capital Markets, Banking, Financial Analysis, Securities, Asset Managment, Equities, Derivatives, Operational Risk..., Auditing, Internal Audit, Back Office, Credit, Mutual Funds, Financial Services, Asset Management, Relationship Management, Portfolio Management, Financial Modeling, AML
Education
Drexel University - LeBow College of Business 1979 — 1984
BS, Accounting
Archbishop Ryan 1976 — 1979
High School
Maternity BVM 1966 — 1975
Deb Hazlett's DEAN WITTER Experience January 1989 - August 1992
Job Sales Rep at Performance Sales
Industry Computer Hardware
Experience
Performance Sales November 2003 - Present
Dean Witter January 1989 - August 1992
Education
Connecticut College 1985 — 1988
Human Ecology - major; Economics - minor, Pre-Med related, Economics
Performance Sales November 2003 - Present
Dean Witter January 1989 - August 1992
Education
Connecticut College 1985 — 1988
Human Ecology - major; Economics - minor, Pre-Med related, Economics
Sue Piccirillo's DEAN WITTER Experience June 1994 - June 1995
Job Senior Accounting Manager at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 1997 - Present
Rushmore Investment Advisors July 1995 - February 1997
Dean Witter June 1994 - June 1995
Education
Bucknell University 1990 — 1994
T. Rowe Price March 1997 - Present
Rushmore Investment Advisors July 1995 - February 1997
Dean Witter June 1994 - June 1995
Education
Bucknell University 1990 — 1994
Richard Eisenberg's DEAN WITTER Experience 1983 - 1987
Job Director Product Management Treasury Services at Capital One
Industry Banking
Experience
Capital One February 2011 - Present
Capital One N.A. 2011 - Present
CITI Private Bank 2001 - 2010
Citibank, N.A. 1999 - 2001
Citibank, N.A. 1998 - 1999
Citibank, N.A. 1996 - 1998
Citibank, N.A. 1988 - 1996
Citibank, N.A. 1987 - 1988
Dean Witter 1983 - 1987
Skills
Cash Management, Commercial Banking, Banking, Credit, Financial Services, Investments, Product Management, Marketing, Management, Mergers & Acquisitions, Segmentation, B2B, Business Analysis, Capital Markets, Commercial Lending, Credit Analysis, Credit Cards, Credit Risk, Equities, Executive Management, Finance, Financial Analysis, Financial Risk, Fixed Income, Funding, Internet Banking, Investment Banking, Loans, Payments, Portfolio Management, Private Banking, Product Development, Product Marketing, Relationship Management, Retail Banking, Risk Management, Sales, Sales Management, Securities, Selling, Strategy, Treasury Management, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1980 — 1982
MBA, International Marketing
City University of New York-Brooklyn College 1973 — 1977
BS, accounting
erasmus hall high school 1970 — 1973
Capital One February 2011 - Present
Capital One N.A. 2011 - Present
CITI Private Bank 2001 - 2010
Citibank, N.A. 1999 - 2001
Citibank, N.A. 1998 - 1999
Citibank, N.A. 1996 - 1998
Citibank, N.A. 1988 - 1996
Citibank, N.A. 1987 - 1988
Dean Witter 1983 - 1987
Skills
Cash Management, Commercial Banking, Banking, Credit, Financial Services, Investments, Product Management, Marketing, Management, Mergers & Acquisitions, Segmentation, B2B, Business Analysis, Capital Markets, Commercial Lending, Credit Analysis, Credit Cards, Credit Risk, Equities, Executive Management, Finance, Financial Analysis, Financial Risk, Fixed Income, Funding, Internet Banking, Investment Banking, Loans, Payments, Portfolio Management, Private Banking, Product Development, Product Marketing, Relationship Management, Retail Banking, Risk Management, Sales, Sales Management, Securities, Selling, Strategy, Treasury Management, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1980 — 1982
MBA, International Marketing
City University of New York-Brooklyn College 1973 — 1977
BS, accounting
erasmus hall high school 1970 — 1973
Hank Stohr's DEAN WITTER Experience 1988 - 1992
Job Vice President at SageSource Financial
Industry Financial Services
Experience
SageSource Financial July 2010 - Present
Transworld Systems 2009 - August 2011
BCN Telecom 2002 - 2003
Merrill Lynch 1980 - 2002
Dean Witter 1988 - 1992
Prudential Bache Securities 1974 - 1980
Education
College of Saint Elizabeth 1977 — 1981
SageSource Financial July 2010 - Present
Transworld Systems 2009 - August 2011
BCN Telecom 2002 - 2003
Merrill Lynch 1980 - 2002
Dean Witter 1988 - 1992
Prudential Bache Securities 1974 - 1980
Education
College of Saint Elizabeth 1977 — 1981
Aaron Turnof's DEAN WITTER Experience August 1993 - June 1994
Job
Industry Investment Management
Experience
Libra Advisors LLC September 2000 - May 2005
Freimark Blair & Co., Inc. January 1998 - August 2000
Ginel Trading August 1996 - January 1997
Copia Trading June 1994 - August 1996
Dean Witter August 1993 - June 1994
Skills
Investment Management, Alternative Assets, Trading, Derivatives Trading, Options, Asset Management, Equities, Capital Markets, Alternative Investments, Portfolio Management, Mutual Funds, Fixed Income, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Case Western Reserve University 1989 — 1993
B.S.
University of Copenhagen - Danish Internatiional Studies Program (D.I.S.) 1992 — 1992
Certificate
Libra Advisors LLC September 2000 - May 2005
Freimark Blair & Co., Inc. January 1998 - August 2000
Ginel Trading August 1996 - January 1997
Copia Trading June 1994 - August 1996
Dean Witter August 1993 - June 1994
Skills
Investment Management, Alternative Assets, Trading, Derivatives Trading, Options, Asset Management, Equities, Capital Markets, Alternative Investments, Portfolio Management, Mutual Funds, Fixed Income, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Case Western Reserve University 1989 — 1993
B.S.
University of Copenhagen - Danish Internatiional Studies Program (D.I.S.) 1992 — 1992
Certificate
Alan Macaluso's DEAN WITTER Experience November 1982 - November 1997
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch July 2004 - May 2008
Citigroup Global Markets November 1997 - July 2004
Dean Witter November 1982 - November 1997
Education
Baruch College, City University of New York (CUNY) 1973 — 1979
Merrill Lynch July 2004 - May 2008
Citigroup Global Markets November 1997 - July 2004
Dean Witter November 1982 - November 1997
Education
Baruch College, City University of New York (CUNY) 1973 — 1979
Patrick Wolohan's DEAN WITTER Experience January 1983 - December 1985
Job Banking Professional
Industry Real Estate
Experience
stratford 1989 - 2008
stratford funding 1989 - 2008
Sterling Bank & Trust 1989 - 2008
key bank 1980 - 2008
bank of america 1980 - 2008
general motors 1980 - 2008
dean witter January 1983 - December 1985
Education
Central Michigan University 1977 — 1981
stratford 1989 - 2008
stratford funding 1989 - 2008
Sterling Bank & Trust 1989 - 2008
key bank 1980 - 2008
bank of america 1980 - 2008
general motors 1980 - 2008
dean witter January 1983 - December 1985
Education
Central Michigan University 1977 — 1981
Adam Levy, PMP, CEBS's DEAN WITTER Experience February 1994 - August 1997
Job Project Manager, Benefits at Johnson & Johnson
Industry Health, Wellness and Fitness
Experience
Johnson & Johnson August 2008 - Present
Verizon 2007 - 2008
Associated Press 2006 - 2007
UBS 2003 - 2005
Standard & Poor's 1998 - 2003
Deloitte & Touche 1997 - 1998
Dean Witter February 1994 - August 1997
Skills
Employee Benefits, Deferred Compensation, Change Management, Vendor Management, Employee Relations, Project Management, Recruiting, Data Analysis, Training, Process Improvement, PeopleSoft, HRIS, Strategy, Performance Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Industrial Psychology
City University of New York-College of Staten Island 1988 — 1993
BA, Psychology
Central Connecticut State University 1987 — 1988
Psychology
Johnson & Johnson August 2008 - Present
Verizon 2007 - 2008
Associated Press 2006 - 2007
UBS 2003 - 2005
Standard & Poor's 1998 - 2003
Deloitte & Touche 1997 - 1998
Dean Witter February 1994 - August 1997
Skills
Employee Benefits, Deferred Compensation, Change Management, Vendor Management, Employee Relations, Project Management, Recruiting, Data Analysis, Training, Process Improvement, PeopleSoft, HRIS, Strategy, Performance Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Industrial Psychology
City University of New York-College of Staten Island 1988 — 1993
BA, Psychology
Central Connecticut State University 1987 — 1988
Psychology
David Natale's DEAN WITTER Experience 1991 - 1992
Job Director Equity Capital Markets at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2009 - Present
Wachovia Securities January 2006 - November 2009
Morgan Staley Dean Witter June 1999 - December 2005
Morgan Stanley 1992 - 1999
Dean Witter 1991 - 1992
The Chi 1979 - 1981
Skills
Wealth Management, Equity Capital Markets, Series 63, Equities, Alternative Investments, Investments, Series 7, Financial Services, Asset Management, Securities, Retirement Planning, Investment Banking, FINRA, Hedge Funds, Portfolio Management, Fixed Income, Series 24, Mutual Funds, Investment Advisory, Syndicate, Estate Planning, Asset Allocation, Equity Research, Trading, ETFs, Investment Strategies, Investment Management, Bloomberg, Uniform Combined State..., Financial Advisory, Bonds, Capital Markets
Education
Cornell University 1977 — 1981
Cardinal O'Hara
Wells Fargo Securities November 2009 - Present
Wachovia Securities January 2006 - November 2009
Morgan Staley Dean Witter June 1999 - December 2005
Morgan Stanley 1992 - 1999
Dean Witter 1991 - 1992
The Chi 1979 - 1981
Skills
Wealth Management, Equity Capital Markets, Series 63, Equities, Alternative Investments, Investments, Series 7, Financial Services, Asset Management, Securities, Retirement Planning, Investment Banking, FINRA, Hedge Funds, Portfolio Management, Fixed Income, Series 24, Mutual Funds, Investment Advisory, Syndicate, Estate Planning, Asset Allocation, Equity Research, Trading, ETFs, Investment Strategies, Investment Management, Bloomberg, Uniform Combined State..., Financial Advisory, Bonds, Capital Markets
Education
Cornell University 1977 — 1981
Cardinal O'Hara
Leju Thomas's DEAN WITTER Experience June 1995 - January 1997
Job Senior Java Developer at Industrial Info Resources
Industry Information Technology and Services
Experience
Industrial Info Resources March 2014 - Present
US Dataworks September 2008 - May 2013
Ford Motor Credit Company May 1997 - April 2004
Dean Witter June 1995 - January 1997
IMR International 1993 - 1995
Skills
Spring, Java, XML, SQL, Eclipse, JUnit, Agile Methodologies, Java Enterprise Edition, Microsoft SQL Server, SDLC, Software Development, JavaScript, Unix, Oracle, PostgreSQL, Web Services, Requirements Analysis, Requirements Gathering
Education
College of Engineering, Trivandrum 1989 — 1993
Masters, Computer Applications
Mahatma Gandhi University 1986 — 1989
Bachelor, Mathematics
Industrial Info Resources March 2014 - Present
US Dataworks September 2008 - May 2013
Ford Motor Credit Company May 1997 - April 2004
Dean Witter June 1995 - January 1997
IMR International 1993 - 1995
Skills
Spring, Java, XML, SQL, Eclipse, JUnit, Agile Methodologies, Java Enterprise Edition, Microsoft SQL Server, SDLC, Software Development, JavaScript, Unix, Oracle, PostgreSQL, Web Services, Requirements Analysis, Requirements Gathering
Education
College of Engineering, Trivandrum 1989 — 1993
Masters, Computer Applications
Mahatma Gandhi University 1986 — 1989
Bachelor, Mathematics
Peter Rubicam, CFA's DEAN WITTER Experience 1991 - 1997
Job Professor at Montana State University
Industry Financial Services
Experience
Montana State University August 2010 - Present
McDonald Investments 1999 - 2002
Buckingham Research Group 1998 - 1999
Credit Suisse First Boston 1997 - 1998
Dean Witter 1991 - 1997
Skills
Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Union College 1975 — 1980
BS, Electrical Engineering
Montana State University August 2010 - Present
McDonald Investments 1999 - 2002
Buckingham Research Group 1998 - 1999
Credit Suisse First Boston 1997 - 1998
Dean Witter 1991 - 1997
Skills
Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Union College 1975 — 1980
BS, Electrical Engineering
Anthony Blackwood's DEAN WITTER Experience 1982 - 2008
Job mainframe production support specialist at AOL
Industry Internet
Experience
AOL information technologybank of new york1982 - 2008
bank of new york 1982 - 2008
bank of new york 1982 - 2008
dean witter 1982 - 2008
dean witter 1979 - 2008
dean witter 1979 - 2008
dean witter 1970 - 2008
dean witter 1970 - 2008
bank of new york 1970 - 2008
bank of new york 1970 - 2008
Education
City University of New York-Brooklyn College 1976 — 1984
midwood 1974 — 1978
shell bank 1970 — 1975
AOL information technologybank of new york1982 - 2008
bank of new york 1982 - 2008
bank of new york 1982 - 2008
dean witter 1982 - 2008
dean witter 1979 - 2008
dean witter 1979 - 2008
dean witter 1970 - 2008
dean witter 1970 - 2008
bank of new york 1970 - 2008
bank of new york 1970 - 2008
Education
City University of New York-Brooklyn College 1976 — 1984
midwood 1974 — 1978
shell bank 1970 — 1975
Tina Chuang's DEAN WITTER Experience 1993 - 1994
Job SVP at Lincoln Vale
Industry Financial Services
Experience
Lincoln Vale August 2009 - March 2010
Pequot Capital July 2007 - July 2009
RBS Greenwich Capital July 2005 - December 2006
JPMorgan Chase 2003 - 2005
JP Morgan 2001 - 2004
Morgan Stanley 1995 - 2002
Dean Witter 1993 - 1994
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Accounting
Lincoln Vale August 2009 - March 2010
Pequot Capital July 2007 - July 2009
RBS Greenwich Capital July 2005 - December 2006
JPMorgan Chase 2003 - 2005
JP Morgan 2001 - 2004
Morgan Stanley 1995 - 2002
Dean Witter 1993 - 1994
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Accounting
David Allen, CFP®'s DEAN WITTER Experience August 1987 - March 1990
Job Senior District Manager at VALIC
Industry Financial Services
Experience
VALIC March 1990 - Present
Dean Witter August 1987 - March 1990
Skills
Retirement, Retirement Planning, Strategic Financial..., Investments, Employee Benefits, Series 7, 401k, Mutual Funds, Pensions, Financial Advisory, Long-term Care, Fixed Annuities, Series 63, Series 6, Insurance, Wealth, Wealth Management, Asset Allocation, Financial Planning, Certified Financial..., Hiring Employees, Employee Management, Investment Advisory, Management, Retirement Plan..., Life Insurance
Education
Barry University 2002 — 2005
BPS, Financial Planning
VALIC March 1990 - Present
Dean Witter August 1987 - March 1990
Skills
Retirement, Retirement Planning, Strategic Financial..., Investments, Employee Benefits, Series 7, 401k, Mutual Funds, Pensions, Financial Advisory, Long-term Care, Fixed Annuities, Series 63, Series 6, Insurance, Wealth, Wealth Management, Asset Allocation, Financial Planning, Certified Financial..., Hiring Employees, Employee Management, Investment Advisory, Management, Retirement Plan..., Life Insurance
Education
Barry University 2002 — 2005
BPS, Financial Planning
Judy Villa, SPHR's DEAN WITTER Experience 1991 - 1992
Job Sr. Manager, Human Resources at Forest Laboratories
Industry Pharmaceuticals
Experience
Forest Research Institute, Subsidiary of Forest Laboratories Inc. August 2005 - January 2012
SunAmerica Asset Management 1992 - 2005
Dean Witter 1991 - 1992
Skills
Talent Management, Change Management, Strategic Planning, Employee Relations, Employee Benefits, Employee Engagement, Performance Management, Human Resources, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
Forest Research Institute, Subsidiary of Forest Laboratories Inc. August 2005 - January 2012
SunAmerica Asset Management 1992 - 2005
Dean Witter 1991 - 1992
Skills
Talent Management, Change Management, Strategic Planning, Employee Relations, Employee Benefits, Employee Engagement, Performance Management, Human Resources, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Finance
Nydia (Lily) Vega's DEAN WITTER Experience 1984 - 1986
Job Senior Trader at Fairbridge Capital Markets
Industry Financial Services
Experience
Fairbridge Capital Markets August 2013 - Present
Consultiva Securities Inc. June 2004 - August 2013
Doral Securities August 1995 - August 2003
Bankers Trust January 1994 - August 1995
Credit Suisse First Boston Puerto Inc. September 1984 - September 1994
Dean Witter 1984 - 1986
E.F. Hutton 1983 - 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Trading, Securities, Bloomberg, Series 7, Investment Advisory, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Markets, Bonds, Regulatory Compliance, Operations Management
Education
ICPR Junior College-General Institutional 1985 — 1986
Accounting Certification, Accounting and Finance
Central Commercial HS NYC 1965 — 1968
HSD, Business Administration and Management, General
New York 1965 — 1968
HSD, Business Administration and Management, General
Fairbridge Capital Markets August 2013 - Present
Consultiva Securities Inc. June 2004 - August 2013
Doral Securities August 1995 - August 2003
Bankers Trust January 1994 - August 1995
Credit Suisse First Boston Puerto Inc. September 1984 - September 1994
Dean Witter 1984 - 1986
E.F. Hutton 1983 - 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Trading, Securities, Bloomberg, Series 7, Investment Advisory, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Markets, Bonds, Regulatory Compliance, Operations Management
Education
ICPR Junior College-General Institutional 1985 — 1986
Accounting Certification, Accounting and Finance
Central Commercial HS NYC 1965 — 1968
HSD, Business Administration and Management, General
New York 1965 — 1968
HSD, Business Administration and Management, General
George W. Shannon's DEAN WITTER Experience 1993 - 1995
Job Project Director Global AML at Citi
Industry Financial Services
Experience
Citi May 2011 - Present
Citi February 2010 - May 2011
Prudential Investment Management 2004 - 2009
Guardian 2001 - 2003
DLJdirect / CSFBdirect 1997 - 2001
Dean Witter 1993 - 1995
Skills
Risk Management, Business Analysis, Hedge Funds, Banking, Mutual Funds, Financial Markets, Corporate Actions, Market Data, Series 63, Relationship Management, Bonds, Back Office, Vendor Management, Due Diligence
Education
Columbia University in the City of New York
BS, Sociology, Economics
Fairleigh Dickinson University
MBA / MS, Economics
Citi May 2011 - Present
Citi February 2010 - May 2011
Prudential Investment Management 2004 - 2009
Guardian 2001 - 2003
DLJdirect / CSFBdirect 1997 - 2001
Dean Witter 1993 - 1995
Skills
Risk Management, Business Analysis, Hedge Funds, Banking, Mutual Funds, Financial Markets, Corporate Actions, Market Data, Series 63, Relationship Management, Bonds, Back Office, Vendor Management, Due Diligence
Education
Columbia University in the City of New York
BS, Sociology, Economics
Fairleigh Dickinson University
MBA / MS, Economics
Tracy Besler's DEAN WITTER Experience July 1995 - February 1998
Job Personal Banker III
Industry Banking
Experience
Home Federal Bank July 2001 - Present
Century 21 Southern Idaho Realty April 1999 - March 2001
Dean Witter July 1995 - February 1998
OppenheimerFunds December 1992 - February 1994
Education
Boise State University 1985 — 1987
Business Admin, Business
Home Federal Bank July 2001 - Present
Century 21 Southern Idaho Realty April 1999 - March 2001
Dean Witter July 1995 - February 1998
OppenheimerFunds December 1992 - February 1994
Education
Boise State University 1985 — 1987
Business Admin, Business
Laura Warshawsky's DEAN WITTER Experience 1988 - 1994
Job VP/Supervisory Analyst at Societe Generale
Industry Research
Experience
Societe Generale 2010 - Present
Banc of America Securities-Merrill Lynch October 1998 - September 2009
Banc of America Securities LLC October 1998 - January 2009
JP Morgan Securities LLC 1995 - 1998
Morgan Stanley Dean Witter 1988 - 1994
Dean Witter 1988 - 1994
Dean Witter Reynolds 1985 - 1994
Skills
Equities, Analysis, Capital Markets, Equity Research, Investment Banking, Strategy, Series 7, Valuation, Securities
Education
Baruch College, City University of New York (CUNY)
MBA, International Finance
Societe Generale 2010 - Present
Banc of America Securities-Merrill Lynch October 1998 - September 2009
Banc of America Securities LLC October 1998 - January 2009
JP Morgan Securities LLC 1995 - 1998
Morgan Stanley Dean Witter 1988 - 1994
Dean Witter 1988 - 1994
Dean Witter Reynolds 1985 - 1994
Skills
Equities, Analysis, Capital Markets, Equity Research, Investment Banking, Strategy, Series 7, Valuation, Securities
Education
Baruch College, City University of New York (CUNY)
MBA, International Finance
Steven Hilfer's DEAN WITTER Experience August 1987 - August 1988
Job Director and Principal at Navigant
Industry Investment Banking
Experience
Navigant May 2011 - Present
Auriga USA, LLC February 2010 - June 2011
Experian February 2009 - February 2010
Credit Suisse 1988 - December 2008
Donaldson, Lufkin & Jenrette 1988 - 2000
Dean Witter August 1987 - August 1988
Moody's July 1983 - August 1987
Skills
Capital Markets, Hedge Funds, MBS, Structured Finance, Securities, Valuation, ABS, Structured Products, Securitization, Fixed Income, Financial Structuring, Trading, Financial Risk, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Binghamton University 1979 — 1983
BS, Mathematics and Computer Science
Navigant May 2011 - Present
Auriga USA, LLC February 2010 - June 2011
Experian February 2009 - February 2010
Credit Suisse 1988 - December 2008
Donaldson, Lufkin & Jenrette 1988 - 2000
Dean Witter August 1987 - August 1988
Moody's July 1983 - August 1987
Skills
Capital Markets, Hedge Funds, MBS, Structured Finance, Securities, Valuation, ABS, Structured Products, Securitization, Fixed Income, Financial Structuring, Trading, Financial Risk, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Binghamton University 1979 — 1983
BS, Mathematics and Computer Science
Eli Landy's DEAN WITTER Experience 1986 - 1988
Job Attorney at the FDA
Industry Government Administration
Experience
FDA June 2010 - Present
Innodata-Isogen Israel July 2007 - December 2009
Overseas Private Investment Corporation June 1997 - July 2007
Dean Witter 1986 - 1988
Skills
Legal Writing, Legal Research, Project Finance, International Law, Emerging Markets, Corporate Governance, Intellectual Property, Economics, Litigation, Public Policy, Policy Analysis, Government
Education
Georgetown University Law Center 1991 — 1994
JD
City University of New York-Brooklyn College 1982 — 1986
BA, Economics
Joel Braverman High School 1978 — 1982
General studies
Yeshivah of Flatbush 1978 — 1982
General studies
Yeshivah of Flatbush High School 1978 — 1982
General studies
FDA June 2010 - Present
Innodata-Isogen Israel July 2007 - December 2009
Overseas Private Investment Corporation June 1997 - July 2007
Dean Witter 1986 - 1988
Skills
Legal Writing, Legal Research, Project Finance, International Law, Emerging Markets, Corporate Governance, Intellectual Property, Economics, Litigation, Public Policy, Policy Analysis, Government
Education
Georgetown University Law Center 1991 — 1994
JD
City University of New York-Brooklyn College 1982 — 1986
BA, Economics
Joel Braverman High School 1978 — 1982
General studies
Yeshivah of Flatbush 1978 — 1982
General studies
Yeshivah of Flatbush High School 1978 — 1982
General studies
Kerri Hartfield's DEAN WITTER Experience May 1985 - August 1989
Job Consultant at Towers Watson
Industry Management Consulting
Experience
Towers Watson May 1996 - Present
Providian Financial 1991 - 1995
Dean Witter May 1985 - August 1989
Skills
Defined Benefit, Pensions, Benefits Administration, Actuarial Science, Project Management, Employee Benefits, Executive Pay, Management Consulting, Talent Management, Performance Management, Change Management, Employee Engagement, HR Consulting
Education
Ball State University 1989 — 1991
Masters, Math, Business
Governor's State University 1987 — 1989
Bachelor's degree, Business/Finance
Towers Watson May 1996 - Present
Providian Financial 1991 - 1995
Dean Witter May 1985 - August 1989
Skills
Defined Benefit, Pensions, Benefits Administration, Actuarial Science, Project Management, Employee Benefits, Executive Pay, Management Consulting, Talent Management, Performance Management, Change Management, Employee Engagement, HR Consulting
Education
Ball State University 1989 — 1991
Masters, Math, Business
Governor's State University 1987 — 1989
Bachelor's degree, Business/Finance
Jack Rosenfield's DEAN WITTER Experience 1982 - 1984
Job Chief Investment Officer at InterLand Capital, L.P.
Industry Real Estate
Experience
InterLand Capital, L.P. September 2014 - Present
The St. Joe Company 2012 - December 2014
Loan Resolution Advisors LLC January 2009 - September 2014
The Athena Group LLC September 2003 - December 2008
RD Management Company April 1999 - September 2003
Lehman Brothers January 1997 - September 1998
Resolution Trust Corporation August 1991 - December 1995
The Chase Manhattan Bank March 1989 - August 1991
L. F. Rothschild 1982 - 1987
Dean Witter 1982 - 1984
Skills
Acquisitions, Asset Management, Real Estate Investment, Commercial Mortgages, Investment Properties, Real Estate Finance, Real Estate Development, Dispositions, Property Management, REO, Asset Managment, Disposition, Loans, Valuation, Financial Analysis, Due Diligence, Real Estate, Brokerage, Real Estate Economics, Real Estate Financing, Appraisals, Financial Modeling, Real Estate Transactions, Shopping Centers, Residential Homes, Investments, Leases, Mergers & Acquisitions, Banking, Financial Structuring, CMBS, Private Equity, Investors, Portfolio Management, Finance, Strategy, Property, Restructuring, Corporate Real Estate, Location Intelligence, Real Estate Private..., Equities, Apartments, Entitlements, Tenant, Commercial Real Estate, Sellers, Affordable Housing, International Real..., Landlords
Education
Brooklyn Law School 1975 — 1979
JD
The Ohio State University Fisher College of Business 1971 — 1975
BSBA, Finance & Real Estate
InterLand Capital, L.P. September 2014 - Present
The St. Joe Company 2012 - December 2014
Loan Resolution Advisors LLC January 2009 - September 2014
The Athena Group LLC September 2003 - December 2008
RD Management Company April 1999 - September 2003
Lehman Brothers January 1997 - September 1998
Resolution Trust Corporation August 1991 - December 1995
The Chase Manhattan Bank March 1989 - August 1991
L. F. Rothschild 1982 - 1987
Dean Witter 1982 - 1984
Skills
Acquisitions, Asset Management, Real Estate Investment, Commercial Mortgages, Investment Properties, Real Estate Finance, Real Estate Development, Dispositions, Property Management, REO, Asset Managment, Disposition, Loans, Valuation, Financial Analysis, Due Diligence, Real Estate, Brokerage, Real Estate Economics, Real Estate Financing, Appraisals, Financial Modeling, Real Estate Transactions, Shopping Centers, Residential Homes, Investments, Leases, Mergers & Acquisitions, Banking, Financial Structuring, CMBS, Private Equity, Investors, Portfolio Management, Finance, Strategy, Property, Restructuring, Corporate Real Estate, Location Intelligence, Real Estate Private..., Equities, Apartments, Entitlements, Tenant, Commercial Real Estate, Sellers, Affordable Housing, International Real..., Landlords
Education
Brooklyn Law School 1975 — 1979
JD
The Ohio State University Fisher College of Business 1971 — 1975
BSBA, Finance & Real Estate
Len McGee's DEAN WITTER Experience 1983 - 1985
Job Real Estate Broker at Windermere Northern Arizona
Industry Real Estate
Experience
Windermere Northern Arizona Real Estate September 2004 - Present
Russ Lyon Realty January 2002 - September 2004
Habitat Brokerage 1998 - 2000
Koenig & Strey GMAC 1993 - 1998
Investors Real Estate 1988 - 1993
Bear Stearns 1987 - 1988
Drexel Burnham Lambert 1985 - 1987
Dean Witter 1983 - 1985
Skills
Real Estate, Listings, Luxury, REO, Short Sales, Sellers, First Time Home Buyers, Buyer Representation, Retail, Foreclosures, Single Family Homes, Condos, Investment Properties, Relocation, Investors, New Home Sales, Referrals, Real Estate Transactions, ABR, Residential Homes
Education
University of Arizona 1979 — 1981
B.S. in Finance, Finance, Economics
Drake University 1977 — 1979
Business, Finance
Windermere Northern Arizona Real Estate September 2004 - Present
Russ Lyon Realty January 2002 - September 2004
Habitat Brokerage 1998 - 2000
Koenig & Strey GMAC 1993 - 1998
Investors Real Estate 1988 - 1993
Bear Stearns 1987 - 1988
Drexel Burnham Lambert 1985 - 1987
Dean Witter 1983 - 1985
Skills
Real Estate, Listings, Luxury, REO, Short Sales, Sellers, First Time Home Buyers, Buyer Representation, Retail, Foreclosures, Single Family Homes, Condos, Investment Properties, Relocation, Investors, New Home Sales, Referrals, Real Estate Transactions, ABR, Residential Homes
Education
University of Arizona 1979 — 1981
B.S. in Finance, Finance, Economics
Drake University 1977 — 1979
Business, Finance
Richard Haskell, Sr.'s DEAN WITTER Experience March 1983 - July 1988
Job Assistant Professor of Finance at Westminster College
Industry Higher Education
Experience
Westminster College August 2015 - Present
University of Utah August 2011 - Present
Westminster College January 2011 - August 2015
Signature Management, LLC January 1999 - September 2011
Family Media Group January 1994 - January 1999
Feature Films for Families November 1988 - December 1993
Dean Witter March 1983 - July 1988
Skills
Leadership, Non-profits, Public Relations, Team Building, Management, Analysis, Economics, Teaching, Higher Education, Public Speaking, Statistics, Data Analysis, Research, Investments, Writing, Grant Writing, Financial Management..., Nonprofits, SPSS, Stata, Instructional Design, Community Outreach, Editing, Proposal Writing, Qualitative Research, Policy Analysis, Critical Thinking, Technical Writing, Program Evaluation, Student Affairs, Curriculum Design, Adult Education, E-Learning, Leadership Development, Curriculum Development, Time Management
Education
University of Utah 2010 — 2015
PhD, Department of Economics
University of Utah 2008 — 2010
MS, Department of Economics
Brigham Young University 1980 — 1984
BS, Financial Planning and Counseling
Westminster College August 2015 - Present
University of Utah August 2011 - Present
Westminster College January 2011 - August 2015
Signature Management, LLC January 1999 - September 2011
Family Media Group January 1994 - January 1999
Feature Films for Families November 1988 - December 1993
Dean Witter March 1983 - July 1988
Skills
Leadership, Non-profits, Public Relations, Team Building, Management, Analysis, Economics, Teaching, Higher Education, Public Speaking, Statistics, Data Analysis, Research, Investments, Writing, Grant Writing, Financial Management..., Nonprofits, SPSS, Stata, Instructional Design, Community Outreach, Editing, Proposal Writing, Qualitative Research, Policy Analysis, Critical Thinking, Technical Writing, Program Evaluation, Student Affairs, Curriculum Design, Adult Education, E-Learning, Leadership Development, Curriculum Development, Time Management
Education
University of Utah 2010 — 2015
PhD, Department of Economics
University of Utah 2008 — 2010
MS, Department of Economics
Brigham Young University 1980 — 1984
BS, Financial Planning and Counseling
Frederick W Hill's DEAN WITTER Experience 1987 - 1990
Job Renovus Capital Partners
Industry Financial Services
Experience
Renovus Capital Partners August 2011 - Present
Allied Capital Corp 2004 - 2009
The CIT Group 1998 - 2004
Prudential Securities Inc 1993 - 1998
Alex Brown & Sons 1990 - 1993
Dean Witter 1987 - 1990
Salomon Brothers 1983 - 1987
Dillon Read 1983 - 1986
Smith Barney 1976 - 1983
Skills
Private Equity, Venture Capital, Management, Investments, Corporate Development, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Modeling, Private Placements, Mezzanine, Buyouts, Leveraged Finance, Business Valuation, Capital Markets, Business Strategy, Financial Structuring, Alternative Investments, Equities
Education
Columbia University - Columbia Business School 1976 — 1977
MBA, Finance
Columbia University - Graduate School of Architecture, Planning and Preservation 1975 — 1977
M, Architecture
Georgia Institute of Technology 1968 — 1973
B, Architecture
Renovus Capital Partners August 2011 - Present
Allied Capital Corp 2004 - 2009
The CIT Group 1998 - 2004
Prudential Securities Inc 1993 - 1998
Alex Brown & Sons 1990 - 1993
Dean Witter 1987 - 1990
Salomon Brothers 1983 - 1987
Dillon Read 1983 - 1986
Smith Barney 1976 - 1983
Skills
Private Equity, Venture Capital, Management, Investments, Corporate Development, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Modeling, Private Placements, Mezzanine, Buyouts, Leveraged Finance, Business Valuation, Capital Markets, Business Strategy, Financial Structuring, Alternative Investments, Equities
Education
Columbia University - Columbia Business School 1976 — 1977
MBA, Finance
Columbia University - Graduate School of Architecture, Planning and Preservation 1975 — 1977
M, Architecture
Georgia Institute of Technology 1968 — 1973
B, Architecture
Carmela Peters's DEAN WITTER Experience 1990 - 1992
Job Selfemployed Artist/Designer
Industry Design
Experience
Peters Design August 2012 - Present
Syracuse Center of Excellence February 2009 - August 2012
Building Efficiency Resources LLC May 2011 - January 2012
Wilkes Community College 2003 - 2007
Artist 1999 - 2007
Wilkes Art Gallery 1999 - 2002
United States Postal Service 1995 - 1999
United Parcel Service 1992 - 1995
Dean Witter 1990 - 1992
Restaurant Management 1986 - 1990
Skills
Editing, Microsoft Office, Copy Editing, Microsoft Excel, Graphic Design, Public Relations, Customer Service, Energy Efficiency, PowerPoint, Creative Writing, Microsoft Word, Event Planning, Public Speaking
Education
State University of New York College of Environmental Sciences and Forestry 2010 — 2011
Yestermorrow Design Build School 2008 — 2008
Wilkes Community College 1999 — 2000
Cazenovia College 1971 — 1973
A.A.
Housatonic Valley Regional HS
Peters Design August 2012 - Present
Syracuse Center of Excellence February 2009 - August 2012
Building Efficiency Resources LLC May 2011 - January 2012
Wilkes Community College 2003 - 2007
Artist 1999 - 2007
Wilkes Art Gallery 1999 - 2002
United States Postal Service 1995 - 1999
United Parcel Service 1992 - 1995
Dean Witter 1990 - 1992
Restaurant Management 1986 - 1990
Skills
Editing, Microsoft Office, Copy Editing, Microsoft Excel, Graphic Design, Public Relations, Customer Service, Energy Efficiency, PowerPoint, Creative Writing, Microsoft Word, Event Planning, Public Speaking
Education
State University of New York College of Environmental Sciences and Forestry 2010 — 2011
Yestermorrow Design Build School 2008 — 2008
Wilkes Community College 1999 — 2000
Cazenovia College 1971 — 1973
A.A.
Housatonic Valley Regional HS
Kathy Crager's DEAN WITTER Experience June 1980 - June 1995
Job Owner K & K Mercantile
Industry Retail
Experience
Suburban Propane November 2006 - Present
K & K Mercantile March 2005 - Present
Antique Power, Inc. May 1995 - January 2006
Dean Witter June 1980 - June 1995
Skills
QuickBooks, Outlook, Microsoft Excel, Customer Service, Accounts Payable, Accounts Receivable, Sales, Marketing, Management, Time Management, Employee Benefits, Retail, Accounting, Employee Training, Training, Team Building, Research, Leadership, Public Speaking, Social Media, Microsoft Office, Strategic Planning, Event Planning, Budgets, Social Networking
Education
Penn Foster Career College 2008 — 2009
Certification, DressMaking and Fashion Design
Capital University 1976 — 1978
Music Education/Performance
Suburban Propane November 2006 - Present
K & K Mercantile March 2005 - Present
Antique Power, Inc. May 1995 - January 2006
Dean Witter June 1980 - June 1995
Skills
QuickBooks, Outlook, Microsoft Excel, Customer Service, Accounts Payable, Accounts Receivable, Sales, Marketing, Management, Time Management, Employee Benefits, Retail, Accounting, Employee Training, Training, Team Building, Research, Leadership, Public Speaking, Social Media, Microsoft Office, Strategic Planning, Event Planning, Budgets, Social Networking
Education
Penn Foster Career College 2008 — 2009
Certification, DressMaking and Fashion Design
Capital University 1976 — 1978
Music Education/Performance
Joanne Jaffin Mason's DEAN WITTER Experience 1989 - 1993
Job Director of Marketing at Third Avenue Management
Industry Investment Management
Experience
Third Avenue Management 1995 - Present
Third Avenue Management 1995 - Present
Kidder Peabody 1993 - 1994
Dean Witter 1989 - 1993
E.F. Hutton 1983 - 1989
Skills
Investments, Asset Managment, Customer Service, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Marketing, Equities, Portfolio Management, Investor Relations, Asset Management, Asset Allocation, Institutional..., Series 7, Securities
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Brown University 1979 — 1983
BA, Economics
Third Avenue Management 1995 - Present
Third Avenue Management 1995 - Present
Kidder Peabody 1993 - 1994
Dean Witter 1989 - 1993
E.F. Hutton 1983 - 1989
Skills
Investments, Asset Managment, Customer Service, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Marketing, Equities, Portfolio Management, Investor Relations, Asset Management, Asset Allocation, Institutional..., Series 7, Securities
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Brown University 1979 — 1983
BA, Economics
Jeffrey Kernis's DEAN WITTER Experience 1980 - 1987
Job Real Estate Consultant at Jeffrey A. Kernis Real Estate Consulting Services
Industry Real Estate
Experience
Jeffrey A. Kernis Real Estate Consulting Services 1995 - Present
KPMG Credit Risk Management 2008 - Present
Clayton Holdings 2009 - Present
Situs 2011 - 2013
FDIC RAC 2008 - 2009
Gelpro Real Estate Services 2006 - 2008
National Realty Funding (now Key Bank Real Estate) 1997 - 1999
RTC 1990 - 1995
fidelity Investments 1989 - 1989
Dean Witter 1980 - 1987
Skills
Credit Analysis, Loans, Due Diligence, Underwriting, Valuation, Real Estate, Portfolio Management, Mortgage Lending, Credit, Investment Properties, Disposition, Credit Risk, Financial Analysis, Commercial Real Estate, Banking, Commercial Lending, Commercial Mortgages, Financial Services, Commercial Banking, Real Estate Development, Investments, REO, Securitization, CMBS, Real Estate Economics, Asset Management, Loan Origination, Real Estate Financing, Funding, Financial Modeling, Finance, Capital Markets, Private Equity, Financial Structuring, Structured Finance, Mortgage Banking, Asset, Corporate Finance, Real Estate Transactions, Construction Loans, Financial Risk, Analysis, Mergers & Acquisitions, Investment Banking, Loan Servicing, Equities
Education
Cornell University 1957 — 1963
BEE, Electrical Engineering
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Jeffrey A. Kernis Real Estate Consulting Services 1995 - Present
KPMG Credit Risk Management 2008 - Present
Clayton Holdings 2009 - Present
Situs 2011 - 2013
FDIC RAC 2008 - 2009
Gelpro Real Estate Services 2006 - 2008
National Realty Funding (now Key Bank Real Estate) 1997 - 1999
RTC 1990 - 1995
fidelity Investments 1989 - 1989
Dean Witter 1980 - 1987
Skills
Credit Analysis, Loans, Due Diligence, Underwriting, Valuation, Real Estate, Portfolio Management, Mortgage Lending, Credit, Investment Properties, Disposition, Credit Risk, Financial Analysis, Commercial Real Estate, Banking, Commercial Lending, Commercial Mortgages, Financial Services, Commercial Banking, Real Estate Development, Investments, REO, Securitization, CMBS, Real Estate Economics, Asset Management, Loan Origination, Real Estate Financing, Funding, Financial Modeling, Finance, Capital Markets, Private Equity, Financial Structuring, Structured Finance, Mortgage Banking, Asset, Corporate Finance, Real Estate Transactions, Construction Loans, Financial Risk, Analysis, Mergers & Acquisitions, Investment Banking, Loan Servicing, Equities
Education
Cornell University 1957 — 1963
BEE, Electrical Engineering
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Philip Becker's DEAN WITTER Experience 1986 - 1994
Job Executive Director/Capital Markets Compliance
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2010 - Present
Citigroup June 2005 - June 2010
Lehman & Eilen LLP 2000 - 2005
dean witter 1986 - 1994
Skills
FINRA, Series 24, Securities Regulation, Securities, Series 7, Prime Brokerage, Hedge Funds, Equity Trading, Financial Regulation, Bonds, Equities, Capital Markets, Fixed Income, Investment Advisory, Trading, Financial Markets, Financial Services, Options, Structured Finance, Structured Products, Derivatives, Series 63
Education
Brooklyn Law School 1973 — 1978
JD
City University of New York-Brooklyn College 1969 — 1973
BA, Speech and Theatre
Morgan Stanley Smith Barney June 2010 - Present
Citigroup June 2005 - June 2010
Lehman & Eilen LLP 2000 - 2005
dean witter 1986 - 1994
Skills
FINRA, Series 24, Securities Regulation, Securities, Series 7, Prime Brokerage, Hedge Funds, Equity Trading, Financial Regulation, Bonds, Equities, Capital Markets, Fixed Income, Investment Advisory, Trading, Financial Markets, Financial Services, Options, Structured Finance, Structured Products, Derivatives, Series 63
Education
Brooklyn Law School 1973 — 1978
JD
City University of New York-Brooklyn College 1969 — 1973
BA, Speech and Theatre
Brynne Shaner's DEAN WITTER Experience 1993 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch April 1994 - February 2004
Dean Witter 1993 - 1994
KPMG Peat Marwick 1992 - 1993
WIlliams Securities Group June 1983 - November 1989
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Taxation
DePauw University 1979 — 1983
BA, History
Merrill Lynch April 1994 - February 2004
Dean Witter 1993 - 1994
KPMG Peat Marwick 1992 - 1993
WIlliams Securities Group June 1983 - November 1989
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Taxation
DePauw University 1979 — 1983
BA, History
FRANK G. KALE, CRPC's DEAN WITTER Experience 1980 - 1995
Job FIRST VICE PRESIDENTINVESTMENTS at UBS FINANCIAL INC
Industry Financial Services
Experience
UBS Financial Services 2008 - Present
Morgan Stanley Smith Barney 1995 - 2008
Dean Witter 1980 - 1995
Merrill Lynch 1976 - 1980
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Finance, Securities, Wealth Management, Portfolio Management
Education
Boston University - School of Management 1972 — 1974
BSBA, Business
United States Naval Academy 1969 — 1973
Babson College - Franklin W. Olin Graduate School of Business
College for Financial Planning
University of Pennsylvania - The Wharton School
UBS Financial Services 2008 - Present
Morgan Stanley Smith Barney 1995 - 2008
Dean Witter 1980 - 1995
Merrill Lynch 1976 - 1980
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Finance, Securities, Wealth Management, Portfolio Management
Education
Boston University - School of Management 1972 — 1974
BSBA, Business
United States Naval Academy 1969 — 1973
Babson College - Franklin W. Olin Graduate School of Business
College for Financial Planning
University of Pennsylvania - The Wharton School
DANIEL McISAAC's DEAN WITTER Experience October 1989 - September 1994
Job Director Financial Services Regulatory Practice at KPMG LLP
Industry Investment Banking
Experience
KPMG LLP March 2010 - Present
Own Account July 2009 - March 2010
SIFMA Capital Committee 1995 - 2010
UBS SECURITIES LLC September 1994 - June 2009
Dean Witter October 1989 - September 1994
Drexel Burnham Lambert June 1986 - September 1989
Deloitte June 1978 - June 1986
Skills
Managerial Finance, Hedge Funds, Capital Markets, Derivatives, Fixed Income, Internal Audit, Financial Services, Investment Banking, Securities, Risk Management, Equities, Financial Analysis, Due Diligence, Management, Finance, Corporate Finance, Financial Risk, Auditing, Private Equity, Financial Reporting, Accounting, Financial Markets
Education
City University of New York-Herbert H. Lehman College 1974 — 1978
BS ACCOUNTING, ACCOUNTING
KPMG LLP March 2010 - Present
Own Account July 2009 - March 2010
SIFMA Capital Committee 1995 - 2010
UBS SECURITIES LLC September 1994 - June 2009
Dean Witter October 1989 - September 1994
Drexel Burnham Lambert June 1986 - September 1989
Deloitte June 1978 - June 1986
Skills
Managerial Finance, Hedge Funds, Capital Markets, Derivatives, Fixed Income, Internal Audit, Financial Services, Investment Banking, Securities, Risk Management, Equities, Financial Analysis, Due Diligence, Management, Finance, Corporate Finance, Financial Risk, Auditing, Private Equity, Financial Reporting, Accounting, Financial Markets
Education
City University of New York-Herbert H. Lehman College 1974 — 1978
BS ACCOUNTING, ACCOUNTING
Scott Lanza, CFP®'s DEAN WITTER Experience February 1995 - July 1997
Job SVP Wealth Management at Stonegate Financial ... CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Stonegate Financial March 2011 - Present
Lighthouse Point Financial February 2005 - March 2011
Wachovia/Southrust Securities August 1997 - February 2005
Dean Witter February 1995 - July 1997
Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Fixed Annuities, Series 63, Commercial Lending, Retirement, Series 24, Strategic Financial..., Small Business Lending, Commercial Banking
Education
Florida State University 2002 — 2003
Certified Financial Planner ™, Financial & Estate Planning
Florida Atlantic University 1995 — 1997
MBA in progress, Business
Clemson University 1988 — 1992
B.S., Economics, Minor - Finance
Stonegate Financial March 2011 - Present
Lighthouse Point Financial February 2005 - March 2011
Wachovia/Southrust Securities August 1997 - February 2005
Dean Witter February 1995 - July 1997
Skills
Wealth Management, Series 7, Estate Planning, Retirement Planning, Fixed Annuities, Series 63, Commercial Lending, Retirement, Series 24, Strategic Financial..., Small Business Lending, Commercial Banking
Education
Florida State University 2002 — 2003
Certified Financial Planner ™, Financial & Estate Planning
Florida Atlantic University 1995 — 1997
MBA in progress, Business
Clemson University 1988 — 1992
B.S., Economics, Minor - Finance
Jason Gernstetter's DEAN WITTER Experience April 1993 - January 1996
Job Vice President Private Client Advisor at JPMORGAN CHASE BANK
Industry Financial Services
Experience
JPMORGAN CHASE BANK 2013 - Present
Chase Investment Services Corp. September 2011 - 2013
Chase Investment Services Corp. September 2010 - August 2011
Marion Electric Motor Service Inc. April 2006 - September 2010
JP Morgan Chase January 2004 - January 2005
One Group Investment Services January 1998 - January 2004
BISYS Fund Services January 1996 - January 1998
Dean Witter April 1993 - January 1996
Education
Capital University - School of Management 1997 — 1999
MBA, Business and Investments
Kent State University 1989 — 1994
BA, Business
JPMORGAN CHASE BANK 2013 - Present
Chase Investment Services Corp. September 2011 - 2013
Chase Investment Services Corp. September 2010 - August 2011
Marion Electric Motor Service Inc. April 2006 - September 2010
JP Morgan Chase January 2004 - January 2005
One Group Investment Services January 1998 - January 2004
BISYS Fund Services January 1996 - January 1998
Dean Witter April 1993 - January 1996
Education
Capital University - School of Management 1997 — 1999
MBA, Business and Investments
Kent State University 1989 — 1994
BA, Business
David Shin's DEAN WITTER Experience 1995 - 1996
Job Investment Management
Industry Investment Management
Experience
Perella Weinberg Partners July 2011 - Present
Bentley Associates 2010 - July 2011
Deutsche Bank Securities 2005 - 2008
Citigroup 2004 - 2005
William Street Advisors 2002 - 2004
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Education
Columbia Law School 1992 — 1995
JD
University of Pennsylvania - The Wharton School 1986 — 1990
BS Econ, Finance, Accounting
Perella Weinberg Partners July 2011 - Present
Bentley Associates 2010 - July 2011
Deutsche Bank Securities 2005 - 2008
Citigroup 2004 - 2005
William Street Advisors 2002 - 2004
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Education
Columbia Law School 1992 — 1995
JD
University of Pennsylvania - The Wharton School 1986 — 1990
BS Econ, Finance, Accounting
Craig Shiple's DEAN WITTER Experience 1983 - 1988
Job Home Inspector
Industry Real Estate
Experience
HouseMaster Home Inspections September 1988 - Present
Dean Witter 1983 - 1988
Skills
First Time Home Buyers, Marketing Strategy, Condos, Home Inspections, Relocation, Short Sales, Inspection, Single Family Homes, FHA, Investments, Investment Properties, Customer Service, Sellers, Foreclosures, Rentals, Microsoft Office, Marketing, Investors, Residential Homes, Small Business, Negotiation, Resellers, Real Estate, Listings, New Business Development, REO, Real Estate Transactions, Contract Negotiation, Property Management, International Real..., Selling, HUD, Buyers, Townhomes, Real Estate Development, Property, Public Speaking, Commercial Real Estate, Referrals, Strategic Planning, Radon, Construction, Waterfront, Sales, New Home Sales, Real Property, Luxury, Vacation Homes, Buyer Representation
Education
Florida Atlantic University 1980 — 1982
Bachelor's of Science in International Business, International Business
Broward Community College 1976 — 1980
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
HouseMaster Home Inspections September 1988 - Present
Dean Witter 1983 - 1988
Skills
First Time Home Buyers, Marketing Strategy, Condos, Home Inspections, Relocation, Short Sales, Inspection, Single Family Homes, FHA, Investments, Investment Properties, Customer Service, Sellers, Foreclosures, Rentals, Microsoft Office, Marketing, Investors, Residential Homes, Small Business, Negotiation, Resellers, Real Estate, Listings, New Business Development, REO, Real Estate Transactions, Contract Negotiation, Property Management, International Real..., Selling, HUD, Buyers, Townhomes, Real Estate Development, Property, Public Speaking, Commercial Real Estate, Referrals, Strategic Planning, Radon, Construction, Waterfront, Sales, New Home Sales, Real Property, Luxury, Vacation Homes, Buyer Representation
Education
Florida Atlantic University 1980 — 1982
Bachelor's of Science in International Business, International Business
Broward Community College 1976 — 1980
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Katy Theodorou's DEAN WITTER Experience 1984 - 1986
Job CNA and Teacher Certification
Industry Hospital & Health Care
Experience
HCR ManorCare May 2015 - August 2015
Self June 2000 - December 2013
Self April 2013 - July 2013
Clover Hill Farms Inc January 1989 - November 2012
Dean Witter 1984 - 1986
Great Expectations April 1975 - June 1980
Parker Insurance August 1972 - December 1973
Skills
Certified Nursing..., Public Speaking, Social Media, Public Relations, Marketing, Event Management, Strategic Planning, Equestrian, Customer Service, Event Planning, Research, Social Media Marketing, Online Advertising, Sales, New Business Development, Fundraising, Leadership, Online Marketing, Team Building, Small Business, Entrepreneurship, Business Development, Coaching, Management, Social Networking, Training, Advertising, Nonprofits, Blogging, Marketing Communications, Editing, Teaching, Marketing Strategy, Creative Writing, Budgets, Email Marketing, Team Leadership, Microsoft Office, Retail, Negotiation, Photography, Horses, Facebook, PowerPoint, SEO, Newsletters
Education
Nurses Aide Training School Inc 2013 — 2013
CNA
Eckerd College 1968 — 1972
BA, Humanities
HCR ManorCare May 2015 - August 2015
Self June 2000 - December 2013
Self April 2013 - July 2013
Clover Hill Farms Inc January 1989 - November 2012
Dean Witter 1984 - 1986
Great Expectations April 1975 - June 1980
Parker Insurance August 1972 - December 1973
Skills
Certified Nursing..., Public Speaking, Social Media, Public Relations, Marketing, Event Management, Strategic Planning, Equestrian, Customer Service, Event Planning, Research, Social Media Marketing, Online Advertising, Sales, New Business Development, Fundraising, Leadership, Online Marketing, Team Building, Small Business, Entrepreneurship, Business Development, Coaching, Management, Social Networking, Training, Advertising, Nonprofits, Blogging, Marketing Communications, Editing, Teaching, Marketing Strategy, Creative Writing, Budgets, Email Marketing, Team Leadership, Microsoft Office, Retail, Negotiation, Photography, Horses, Facebook, PowerPoint, SEO, Newsletters
Education
Nurses Aide Training School Inc 2013 — 2013
CNA
Eckerd College 1968 — 1972
BA, Humanities
Henry Rosenblum's DEAN WITTER Experience March 1985 - December 1985
Job AVP MBS Allocations
Industry Financial Services
Experience
Deutsche Bank Securities February 2011 - Present
RBS SECURITIES INC (formely Greenwich Capital July 2001 - December 2010
Prudential Securities May 2000 - June 2001
Prudential Securities January 1986 - May 2000
Prudential Securities January 1990 - January 1993
Prudential Securities January 1986 - December 1989
Dean Witter March 1985 - December 1985
Skills
Hedge Funds, Capital Markets, Trading, Equities, Fixed Income, Bloomberg, Derivatives, Investment Banking, Settlement, Mortgage Lending, Securities, Leadership, Asset Allocation, Accounting, MBS
Education
County College of Morris
Liberal Arts and science
HAUSMAN COMPUTER SCHOOL
Diploma, Computer Programming
MONTCLAIR STATE COLLEGE
Liberal Arts and Science
State University of New York College at Oneonta
Biology
Deutsche Bank Securities February 2011 - Present
RBS SECURITIES INC (formely Greenwich Capital July 2001 - December 2010
Prudential Securities May 2000 - June 2001
Prudential Securities January 1986 - May 2000
Prudential Securities January 1990 - January 1993
Prudential Securities January 1986 - December 1989
Dean Witter March 1985 - December 1985
Skills
Hedge Funds, Capital Markets, Trading, Equities, Fixed Income, Bloomberg, Derivatives, Investment Banking, Settlement, Mortgage Lending, Securities, Leadership, Asset Allocation, Accounting, MBS
Education
County College of Morris
Liberal Arts and science
HAUSMAN COMPUTER SCHOOL
Diploma, Computer Programming
MONTCLAIR STATE COLLEGE
Liberal Arts and Science
State University of New York College at Oneonta
Biology
Scott L. Weiner's DEAN WITTER Experience 1996 - 1997
Job Co Founder at TBD
Industry Marketing and Advertising
Experience
TBD February 2015 - Present
Telepro-Direct, Inc. September 2012 - Present
Gotham Advisory Group, LLC 2000 - Present
Equities AG 2009 - 2012
Equisolve 2005 - 2008
eThink, LLC 2002 - 2004
Linkshare 1999 - 2001
Dean Witter 1996 - 1997
Skills
Digital Marketing, Investor Relations, Consulting, Key Account Development, New Business Development, Channel Sales..., Sales Force Development, Cold Calling, Generating Revenue, Organizational..., Angel Investing, Business Strategy, Team Leadership, Lead Generation, Networking, Sales Process, Sales Management, Investor Relations..., Relationship Management, Sales Strategy, Sales Presentations, Corporate Communications, Digital Strategy, Leadership Development, Public Relations, Social Media, Negotiation, Office Management, Organizational..., Brand Development, Publishing, Project Management, Promotions, Business Development, Research, Strategic Planning, Strategic Partnerships, Start-ups, Entrepreneurship, Vendor Management, Writing, Reverse Mergers, Private Placements, Mobile Marketing, Skin Care, Idea Generation, Idea Incubation, Content Marketing, Online Publishing, Revenue & Profit Growth
Education
American University
Bachelor of Science Business Administration, Real Estate
cherry hill east
TBD February 2015 - Present
Telepro-Direct, Inc. September 2012 - Present
Gotham Advisory Group, LLC 2000 - Present
Equities AG 2009 - 2012
Equisolve 2005 - 2008
eThink, LLC 2002 - 2004
Linkshare 1999 - 2001
Dean Witter 1996 - 1997
Skills
Digital Marketing, Investor Relations, Consulting, Key Account Development, New Business Development, Channel Sales..., Sales Force Development, Cold Calling, Generating Revenue, Organizational..., Angel Investing, Business Strategy, Team Leadership, Lead Generation, Networking, Sales Process, Sales Management, Investor Relations..., Relationship Management, Sales Strategy, Sales Presentations, Corporate Communications, Digital Strategy, Leadership Development, Public Relations, Social Media, Negotiation, Office Management, Organizational..., Brand Development, Publishing, Project Management, Promotions, Business Development, Research, Strategic Planning, Strategic Partnerships, Start-ups, Entrepreneurship, Vendor Management, Writing, Reverse Mergers, Private Placements, Mobile Marketing, Skin Care, Idea Generation, Idea Incubation, Content Marketing, Online Publishing, Revenue & Profit Growth
Education
American University
Bachelor of Science Business Administration, Real Estate
cherry hill east
Charlotte Mabry's DEAN WITTER Experience June 1984 - March 1989
Job at MabryCalvin, LLC and Worth Healing
Industry Financial Services
Experience
Worthhealing September 2014 - Present
Mabry-Calvin,LLC March 1989 - Present
Dean Witter June 1984 - March 1989
A. G. Edwards November 1981 - June 1984
Home 2 July 1981 - November 1982
West Virginia College of Graduate Studies July 1978 - August 1981
Higdon Hill School and Group Home July 1976 - July 1978
Skills
Investments, Portfolio Management, Investment Management, Strategic Financial..., Wealth Management, Strategic Planning, Training, Finance, Marketing, Process Improvement, Grief Counseling, Life Transitions, Integrative, holistic..., Public Speaking, Self Worth related to..., Investment Advisory, Addiction Recovery, Management, Estate Planning, Research, Teaching, Asset Managment, Mental Health, Retirement Planning, Risk Management, Securities, Due Diligence, Mutual Funds, Financial Analysis, Business Strategy, Trust Services, Real Estate, Business Planning, Strategy, Program Management, Pensions, Leadership, Budgets, Life Insurance, Fixed Income, Equities, Mergers, Employee Benefits, Business Development, High Net Worth..., Funding, Conflict Resolution, CoDependency, Self Worth, Personal Empowerment
Education
Sudden Money Institute 2014 — 2016
Certified Financial Transitionist, Financial and Life Transition
Klontz Consulting - Dr. Ted Klontz 2013 — 2014
workshops and monthly groups, Transformational Communication Workshops, not graded
The School of Healing Arts @ The Estuary 2001 — 2004
Certification, Auric healing, non graded
Gestalt Institute of San Diego 1978 — 1978
Certification in Gestalt Therapy- with Irv and Miriam Pollster, Gestalt Therapy, N/A
The University of Alabama 1973 — 1977
MA, Ed.D., Emotional Conflict, 4.0
Boston Museum School 1972 — 1973
MFA Study, Sculpture
Birmingham-Southern College 1969 — 1972
B.A., Art/Art History Latin
Worthhealing September 2014 - Present
Mabry-Calvin,LLC March 1989 - Present
Dean Witter June 1984 - March 1989
A. G. Edwards November 1981 - June 1984
Home 2 July 1981 - November 1982
West Virginia College of Graduate Studies July 1978 - August 1981
Higdon Hill School and Group Home July 1976 - July 1978
Skills
Investments, Portfolio Management, Investment Management, Strategic Financial..., Wealth Management, Strategic Planning, Training, Finance, Marketing, Process Improvement, Grief Counseling, Life Transitions, Integrative, holistic..., Public Speaking, Self Worth related to..., Investment Advisory, Addiction Recovery, Management, Estate Planning, Research, Teaching, Asset Managment, Mental Health, Retirement Planning, Risk Management, Securities, Due Diligence, Mutual Funds, Financial Analysis, Business Strategy, Trust Services, Real Estate, Business Planning, Strategy, Program Management, Pensions, Leadership, Budgets, Life Insurance, Fixed Income, Equities, Mergers, Employee Benefits, Business Development, High Net Worth..., Funding, Conflict Resolution, CoDependency, Self Worth, Personal Empowerment
Education
Sudden Money Institute 2014 — 2016
Certified Financial Transitionist, Financial and Life Transition
Klontz Consulting - Dr. Ted Klontz 2013 — 2014
workshops and monthly groups, Transformational Communication Workshops, not graded
The School of Healing Arts @ The Estuary 2001 — 2004
Certification, Auric healing, non graded
Gestalt Institute of San Diego 1978 — 1978
Certification in Gestalt Therapy- with Irv and Miriam Pollster, Gestalt Therapy, N/A
The University of Alabama 1973 — 1977
MA, Ed.D., Emotional Conflict, 4.0
Boston Museum School 1972 — 1973
MFA Study, Sculpture
Birmingham-Southern College 1969 — 1972
B.A., Art/Art History Latin
Charles Posternak's DEAN WITTER Experience February 1968 - December 1971
Job Executive DirectorInvestments at Oppenheimer & Co. Inc.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. January 1988 - Present
L.F. Rothschild January 1974 - December 1988
Dean Witter February 1968 - December 1971
Skills
Wealth-Preservation..., Microsoft Office,..., Fixed Income Strategies, Financial Advisory, Risk Management..., Securities, Asset Allocation, Wealth Management...
Education
lawrence high school 1953 — 1957
Colby College
Bachelor of Arts (B.A.), Economics
Oppenheimer & Co. Inc. January 1988 - Present
L.F. Rothschild January 1974 - December 1988
Dean Witter February 1968 - December 1971
Skills
Wealth-Preservation..., Microsoft Office,..., Fixed Income Strategies, Financial Advisory, Risk Management..., Securities, Asset Allocation, Wealth Management...
Education
lawrence high school 1953 — 1957
Colby College
Bachelor of Arts (B.A.), Economics
Katherine Jehle's DEAN WITTER Experience January 1990 - January 1993
Job Manager at Future Services Inc
Industry Financial Services
Experience
Future Services Inc May 2014 - Present
Emory University November 2011 - October 2013
Assurant Specialty Property October 2008 - May 2011
Brand Mortgage Group August 2006 - July 2008
Opteum Financial Services January 2005 - August 2006
Rehfeldt, CPA October 2001 - December 2004
Morgan Stanley Dean Witter January 1993 - January 2001
Dean Witter January 1990 - January 1993
Atlanta Capital Management January 1985 - January 1990
Education
Emory University 1979 — 1983
Bachelor of Arts, Political Science
Georgia State University
Post Graduate Study, Economics and Accounting
St. Stephens Episcopal School
Diploma
Future Services Inc May 2014 - Present
Emory University November 2011 - October 2013
Assurant Specialty Property October 2008 - May 2011
Brand Mortgage Group August 2006 - July 2008
Opteum Financial Services January 2005 - August 2006
Rehfeldt, CPA October 2001 - December 2004
Morgan Stanley Dean Witter January 1993 - January 2001
Dean Witter January 1990 - January 1993
Atlanta Capital Management January 1985 - January 1990
Education
Emory University 1979 — 1983
Bachelor of Arts, Political Science
Georgia State University
Post Graduate Study, Economics and Accounting
St. Stephens Episcopal School
Diploma
Michael Billia's DEAN WITTER Experience December 1982 - December 1987
Job SVP Sovereign Bank
Industry Banking
Experience
Sovereign Bank September 2010 - Present
Capital One May 2009 - September 2010
JP Morgan Chase / Bank of New York December 1987 - May 2009
Dean Witter December 1982 - December 1987
Appalachian Youth Services May 1980 - December 1982
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Loans
Education
Adelphi University 1986 — 1989
MBA, Finance
St. Francis University 1976 — 1980
BA, Sociology
holy family high school 1972 — 1976
Sovereign Bank September 2010 - Present
Capital One May 2009 - September 2010
JP Morgan Chase / Bank of New York December 1987 - May 2009
Dean Witter December 1982 - December 1987
Appalachian Youth Services May 1980 - December 1982
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Loans
Education
Adelphi University 1986 — 1989
MBA, Finance
St. Francis University 1976 — 1980
BA, Sociology
holy family high school 1972 — 1976
Beata Lesnikowski's DEAN WITTER Experience September 1996 - October 1997
Job Operations Control Manager, Scotia Capital US
Industry Investment Banking
Experience
Scotia Capital December 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers October 2005 - September 2008
Neuberger Berman October 1997 - September 2004
Dean Witter September 1996 - October 1997
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
MBA, Finance
Warsaw School of Economics 1984 — 1990
Masters, Economics of International Commerse
Scotia Capital December 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers October 2005 - September 2008
Neuberger Berman October 1997 - September 2004
Dean Witter September 1996 - October 1997
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
MBA, Finance
Warsaw School of Economics 1984 — 1990
Masters, Economics of International Commerse
Art Faustmann's DEAN WITTER Experience October 1983 - July 1990
Job Professor at Walden University
Industry E-Learning
Experience
Alma Public Schools August 1992 - Present
Walden University March 2002 - Present
Dean Witter October 1983 - July 1990
Skills
Curriculum Development, Time Management, Curriculum Design, Teaching, Elementary Education, Educational Technology
Education
Marygrove College 2000 — 2002
Masters, Education, 4.00
Alma College 1990 — 1992
Certifcation, Elementary Education and Teaching
Pace University 1975 — 1979
Bachelor's degree
Alma Public Schools August 1992 - Present
Walden University March 2002 - Present
Dean Witter October 1983 - July 1990
Skills
Curriculum Development, Time Management, Curriculum Design, Teaching, Elementary Education, Educational Technology
Education
Marygrove College 2000 — 2002
Masters, Education, 4.00
Alma College 1990 — 1992
Certifcation, Elementary Education and Teaching
Pace University 1975 — 1979
Bachelor's degree
Morgan Hees's DEAN WITTER Experience May 1985 - March 1987
Job Financial Advisor Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1995 - Present
Dean Witter May 1985 - March 1987
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
University of California, Berkeley
BA
Morgan Stanley Smith Barney October 1995 - Present
Dean Witter May 1985 - March 1987
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
University of California, Berkeley
BA
Elena Grossmann's DEAN WITTER Experience 1991 - 1994
Job Claim representative at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance October 2005 - Present
State Farm Insurance January 1995 - Present
State Farm Insurance October 2002 - September 2005
State Farm Insurance February 2002 - September 2002
State Farm Insurance January 1999 - January 2002
State Farm Insurance March 1996 - December 1997
dean witter 1991 - 1994
Skills
Property Damage, Commercial Insurance, Property & Casualty..., Liability, Casualty, Insurance, Subrogation, Claim, Claims Management, Liability Analysis, Legal Liability, Litigation
Education
Adelphi University 1986 — 1990
BBA, finance
State Farm Insurance October 2005 - Present
State Farm Insurance January 1995 - Present
State Farm Insurance October 2002 - September 2005
State Farm Insurance February 2002 - September 2002
State Farm Insurance January 1999 - January 2002
State Farm Insurance March 1996 - December 1997
dean witter 1991 - 1994
Skills
Property Damage, Commercial Insurance, Property & Casualty..., Liability, Casualty, Insurance, Subrogation, Claim, Claims Management, Liability Analysis, Legal Liability, Litigation
Education
Adelphi University 1986 — 1990
BBA, finance
Martin Dinkl's DEAN WITTER Experience 1986 - 1988
Job Senior Economist at The US Bureau of Labor Statistics
Industry
Experience
The US Bureau of Labor Statistics October 1988 - Present
Dean Witter 1986 - 1988
Skills
Analysis, Government, Data Analysis, Policy Analysis, Economics, Statistics, Research
Education
City University of New York 1981 — 1986
Bachelor's degree, Economics
City University of NewYork 1981 — 1986
Bachelor's degree, Psychology
The US Bureau of Labor Statistics October 1988 - Present
Dean Witter 1986 - 1988
Skills
Analysis, Government, Data Analysis, Policy Analysis, Economics, Statistics, Research
Education
City University of New York 1981 — 1986
Bachelor's degree, Economics
City University of NewYork 1981 — 1986
Bachelor's degree, Psychology
Christine Quinton's DEAN WITTER Experience October 1990 - 1997
Job Sign Language Interpreter
Industry Translation and Localization
Experience
Dean Witter October 1990 - 1997
Skills
Translation
Education
City University of New York-Brooklyn College
Bachelor's degree, Psychology
Dean Witter October 1990 - 1997
Skills
Translation
Education
City University of New York-Brooklyn College
Bachelor's degree, Psychology
GREG DUDGEON's DEAN WITTER Experience January 1987 - July 1990
Job FINANCIAL SERVICES CONSULTANT at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services July 2003 - Present
Stifel Financial Corp. August 2002 - July 2003
AG EDWARDS INC July 1990 - June 2002
DEAN WITTER January 1987 - July 1990
Skills
25 YEARS OF EXPERIENCE...
Education
Bellarmine University 1982 — 1985
Centre College 1981 — 1982
PNC Financial Services July 2003 - Present
Stifel Financial Corp. August 2002 - July 2003
AG EDWARDS INC July 1990 - June 2002
DEAN WITTER January 1987 - July 1990
Skills
25 YEARS OF EXPERIENCE...
Education
Bellarmine University 1982 — 1985
Centre College 1981 — 1982
Tim Laslavic's DEAN WITTER Experience January 1988 - May 1997
Job Financial Services Professional
Industry Financial Services
Experience
PaineWebber Investment Bank 1997 - 2000
Dean Witter January 1988 - May 1997
Education
Carnegie Mellon University
Mechanical Engineering; and Engineering and Public Policy
Massachusetts Institute of Technology
Master of Business Administration (M.B.A.)
Spanish School Sevilla
PaineWebber Investment Bank 1997 - 2000
Dean Witter January 1988 - May 1997
Education
Carnegie Mellon University
Mechanical Engineering; and Engineering and Public Policy
Massachusetts Institute of Technology
Master of Business Administration (M.B.A.)
Spanish School Sevilla
edward dodd's DEAN WITTER Experience October 1989 - September 1992
Job Night Auditor at Four Seasons Hotels and Resorts
Industry Hospitality
Experience
Four Seasons Hotels and Resorts November 2012 - Present
The Charter at Beaver Creek November 2011 - September 2012
Dean Witter October 1989 - September 1992
Skills
Microsoft Office, QuickBooks
Education
Baruch College 2009 — 2012
Studying towards, MBA
Dowling College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Four Seasons Hotels and Resorts November 2012 - Present
The Charter at Beaver Creek November 2011 - September 2012
Dean Witter October 1989 - September 1992
Skills
Microsoft Office, QuickBooks
Education
Baruch College 2009 — 2012
Studying towards, MBA
Dowling College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Larry Boger's DEAN WITTER Experience 1994 - 1998
Job President, Champion ChemDry
Industry Consumer Services
Experience
Self-employed May 2002 - Present
J and W Drive-In 1998 - 2002
Dean Witter 1994 - 1998
Skills
Excel at managing a..., The best carpet..., Tile cleaning, Upholstery cleanining
Education
Colorado State University
Self-employed May 2002 - Present
J and W Drive-In 1998 - 2002
Dean Witter 1994 - 1998
Skills
Excel at managing a..., The best carpet..., Tile cleaning, Upholstery cleanining
Education
Colorado State University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY