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
Mark Napolitano Mark Napolitano's DEAN WITTER Experience November 1995 - May 1999
Job Senior Vice President, Investments Managing Director at Napolitano Wealth Management of Raymond James
Industry
Experience
Napolitano Wealth Management of Raymond James May 2003 - Present
Prudential Financial May 1999 - May 2003
Dean Witter November 1995 - May 1999
Education
Michigan State University
Bachelors of Business Administration, Logistics, Materials, and Supply Chain Management
Napolitano Wealth Management of Raymond James May 2003 - Present
Prudential Financial May 1999 - May 2003
Dean Witter November 1995 - May 1999
Education
Michigan State University
Bachelors of Business Administration, Logistics, Materials, and Supply Chain Management
Craig Danker CIMA®, CRPC® Craig Danker CIMA®, CRPC®'s DEAN WITTER Experience October 1990 - August 1994
Job Financial Advisor First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
UBS Financial Services Inc. September 2000 - August 2014
Prudential Financial August 1994 - September 2000
Dean Witter October 1990 - August 1994
Michigan National Bank 1987 - 1988
Skills
Investments, Wealth Management, Asset Allocation, Risk Management, Finance, Strategy, Alternative Investments, Retirement Planning, Mergers & Acquisitions, Mutual Funds, Investment Advisory, Strategic Planning, Portfolio Management, Marketing, Asset Management, Business Strategy, Leadership, Due Diligence, Business Development, Customer Service, Team Building, Sales Management, Program Management, Negotiation, Public Speaking
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Certified Investment Management Analysts, Finance and Financial Management Services
Michigan State University 1985 — 1989
Business, Financial Administration
East Lansing High School 1981 — 1985
High School, High School Diploma
Wells Fargo Advisors August 2014 - Present
UBS Financial Services Inc. September 2000 - August 2014
Prudential Financial August 1994 - September 2000
Dean Witter October 1990 - August 1994
Michigan National Bank 1987 - 1988
Skills
Investments, Wealth Management, Asset Allocation, Risk Management, Finance, Strategy, Alternative Investments, Retirement Planning, Mergers & Acquisitions, Mutual Funds, Investment Advisory, Strategic Planning, Portfolio Management, Marketing, Asset Management, Business Strategy, Leadership, Due Diligence, Business Development, Customer Service, Team Building, Sales Management, Program Management, Negotiation, Public Speaking
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Certified Investment Management Analysts, Finance and Financial Management Services
Michigan State University 1985 — 1989
Business, Financial Administration
East Lansing High School 1981 — 1985
High School, High School Diploma
Ann Matson Ann Matson's DEAN WITTER Experience April 1988 - May 1990
Job AVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 1992 - Present
Dean Witter April 1988 - May 1990
Skills
Attention To Detail, Superior Communication..., Team Leadership, Fixed Income, Bloomberg, Series 7, Settlement, Equities, Risk Management, Securities, Series 63, Financial Analysis, Hedge Funds, Mutual Funds, Business Analysis, Asset Allocation, Middle Office
Education
College of Staten Island
Associate's degree, Health
Katherine Gibbs School
Bank of America Merrill Lynch January 1992 - Present
Dean Witter April 1988 - May 1990
Skills
Attention To Detail, Superior Communication..., Team Leadership, Fixed Income, Bloomberg, Series 7, Settlement, Equities, Risk Management, Securities, Series 63, Financial Analysis, Hedge Funds, Mutual Funds, Business Analysis, Asset Allocation, Middle Office
Education
College of Staten Island
Associate's degree, Health
Katherine Gibbs School
Rene' Nourse, CFP® Rene' Nourse, CFP®'s DEAN WITTER Experience September 1985 - April 1993
Job FOUNDER, URBAN WEALTH MANAGEMENT
Industry Financial Services
Experience
CNBC 2013 - Present
Urban Wealth Management June 2012 - Present
Morgan Stanley Smith Barney, LLC September 2000 - June 2012
Prudential Securities April 1993 - September 2000
Dean Witter September 1985 - April 1993
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Asset Management, Finance, Managerial Finance, Small Business, Wealth Management..., Strategy, Wealth, Nonprofits, Financial Analysis, Financial Planners, Financial Planning, Leadership, Strategic Planning, Management, Financial Management
Education
Oberlin College 1972 — 1976
B.A., Psychology
St. Mary's Academy 1969 — 1972
CNBC 2013 - Present
Urban Wealth Management June 2012 - Present
Morgan Stanley Smith Barney, LLC September 2000 - June 2012
Prudential Securities April 1993 - September 2000
Dean Witter September 1985 - April 1993
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Asset Management, Finance, Managerial Finance, Small Business, Wealth Management..., Strategy, Wealth, Nonprofits, Financial Analysis, Financial Planners, Financial Planning, Leadership, Strategic Planning, Management, Financial Management
Education
Oberlin College 1972 — 1976
B.A., Psychology
St. Mary's Academy 1969 — 1972
Jean Verhoeven Cromwell's DEAN WITTER Experience 1969 - 1970
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage December 1995 - Present
Itel Corporation 1970 - 1976
Dean Witter 1969 - 1970
Skills
First Time Home Buyers, Public Speaking, Editing, Sellers, Strategic Planning, Real Estate Transactions, Condos
Education
Indiana University Bloomington 1963 — 1967
BS.Business, Marketing/Economics
Coldwell Banker Residential Brokerage December 1995 - Present
Itel Corporation 1970 - 1976
Dean Witter 1969 - 1970
Skills
First Time Home Buyers, Public Speaking, Editing, Sellers, Strategic Planning, Real Estate Transactions, Condos
Education
Indiana University Bloomington 1963 — 1967
BS.Business, Marketing/Economics
Ed Tills Ed Tills's DEAN WITTER Experience April 1984 - January 1990
Job First Vice President, Investments at Raymond James Associates
Industry Financial Services
Experience
Raymond James Associates April 2013 - Present
Citigroup/Smith Barney January 1990 - April 2013
Dean Witter April 1984 - January 1990
Merrill Lynch June 1981 - April 1984
Skills
Investments, Series 7, Investment Advisory, Wealth Management, Series 63, Financial Advisory, Retirement Planning, Retirement, 401k, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Asset Allocation, Asset Management
Education
Fairleigh Dickinson University 1978 — 1981
Bachelor's degree, Business Management
Raymond James Associates April 2013 - Present
Citigroup/Smith Barney January 1990 - April 2013
Dean Witter April 1984 - January 1990
Merrill Lynch June 1981 - April 1984
Skills
Investments, Series 7, Investment Advisory, Wealth Management, Series 63, Financial Advisory, Retirement Planning, Retirement, 401k, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Asset Allocation, Asset Management
Education
Fairleigh Dickinson University 1978 — 1981
Bachelor's degree, Business Management
Vincent Esposito's DEAN WITTER Experience May 1983 - November 1991
Job Financial Services Executive
Industry Financial Services
Experience
NPI Capital Limited Partners August 2009 - April 2013
Knott Asset Management August 2009 - April 2013
Aberdeen Asset Management August 2007 - July 2009
Deutsche Asset Management August 2003 - May 2006
Putnam Investments November 1991 - June 2002
Dean Witter May 1983 - November 1991
Skills
Mutual Funds, Fixed Income, Start-ups, Marketing, Asset Managment, Investment Management, Alternative Investments, Mergers, Private Equity, Financial Services, Management, ETFs, Asset Management, Hedge Funds, Asset Allocation, Equities, Investments, Corporate Development, Funding, Investment Strategies, Commodity, Mergers & Acquisitions, Corporate Finance, Investment Advisory, Emerging Markets, Securities, Wealth Management, Series 7, Portfolio Management
Education
New York University
BA, Economics
NPI Capital Limited Partners August 2009 - April 2013
Knott Asset Management August 2009 - April 2013
Aberdeen Asset Management August 2007 - July 2009
Deutsche Asset Management August 2003 - May 2006
Putnam Investments November 1991 - June 2002
Dean Witter May 1983 - November 1991
Skills
Mutual Funds, Fixed Income, Start-ups, Marketing, Asset Managment, Investment Management, Alternative Investments, Mergers, Private Equity, Financial Services, Management, ETFs, Asset Management, Hedge Funds, Asset Allocation, Equities, Investments, Corporate Development, Funding, Investment Strategies, Commodity, Mergers & Acquisitions, Corporate Finance, Investment Advisory, Emerging Markets, Securities, Wealth Management, Series 7, Portfolio Management
Education
New York University
BA, Economics
Kenneth Sutton's DEAN WITTER Experience May 1982 - February 1984
Job Experienced communicator and facilitator
Industry Writing and Editing
Experience
UU World September 2002 - Present
Unitarian Universalist Association 2002 - Present
Radio Riel 2007 - 2009
Friends Journal November 1993 - October 2001
Philadelphia Yearly Meeting April 1997 - March 2000
Friends General Conference October 1989 - November 1993
Sadtler Laboratories April 1988 - September 1989
Friends World Committee for Consultation October 1986 - March 1988
Pacific Bell February 1984 - March 1985
Dean Witter May 1982 - February 1984
Skills
CMS, Copy Editing, Editing, Publications, Proofreading, Scrum, Nonprofits, Event Management, Editorial, Copywriting, Blogging, WordPress, Public Speaking, Workshop Facilitation, Social Media, Books, Newsletters, Magazines, Web Content, Journalism
Education
Massachusetts College of Art and Design 2006 — 2006
Letterpress and Book Arts
ScrumAlliance 2006 — 2006
Certified Scrum Master
University of California, Davis 1977 — 1981
UU World September 2002 - Present
Unitarian Universalist Association 2002 - Present
Radio Riel 2007 - 2009
Friends Journal November 1993 - October 2001
Philadelphia Yearly Meeting April 1997 - March 2000
Friends General Conference October 1989 - November 1993
Sadtler Laboratories April 1988 - September 1989
Friends World Committee for Consultation October 1986 - March 1988
Pacific Bell February 1984 - March 1985
Dean Witter May 1982 - February 1984
Skills
CMS, Copy Editing, Editing, Publications, Proofreading, Scrum, Nonprofits, Event Management, Editorial, Copywriting, Blogging, WordPress, Public Speaking, Workshop Facilitation, Social Media, Books, Newsletters, Magazines, Web Content, Journalism
Education
Massachusetts College of Art and Design 2006 — 2006
Letterpress and Book Arts
ScrumAlliance 2006 — 2006
Certified Scrum Master
University of California, Davis 1977 — 1981
Patrick Giddens, MBA, CFP®, EA Patrick Giddens, MBA, CFP®, EA's DEAN WITTER Experience November 1991 - July 1995
Job Financial Planner with 25+ Years Experience
Industry Investment Management
Experience
Zeiders Enterprises, Inc. July 2014 - Present
Johnson Lyman Wealth Advisors April 1999 - Present
Air Force Academy & ROTC August 1990 - Present
US Air Force Reserve August 1993 - July 2011
Charter Bank & Trust July 1995 - September 1997
Dean Witter November 1991 - July 1995
IDS/American Express August 1990 - October 1991
USAF June 1983 - July 1990
Skills
Retirement Planning, Investment Advisory, Financial Services, Asset Allocation, Wealth Management, Investments, Pensions, Estate Planning, Certified Financial..., Tax, Strategic Financial..., High Net Worth..., Passed Level 1, CFA, Enrolled Agent to..., Investment Policy..., Personal Tax Planning, Asset Management, Equities, Financial Modeling, Portfolio Management, Alternative Investments
Education
Golden Gate University 1985 — 1988
MBA, Finance
United States Air Force Academy 1979 — 1983
Bachelor of Science (B.S.), Geography
Kalaheo High 1977 — 1979
High School
Silver Creek High School 1975 — 1977
Zeiders Enterprises, Inc. July 2014 - Present
Johnson Lyman Wealth Advisors April 1999 - Present
Air Force Academy & ROTC August 1990 - Present
US Air Force Reserve August 1993 - July 2011
Charter Bank & Trust July 1995 - September 1997
Dean Witter November 1991 - July 1995
IDS/American Express August 1990 - October 1991
USAF June 1983 - July 1990
Skills
Retirement Planning, Investment Advisory, Financial Services, Asset Allocation, Wealth Management, Investments, Pensions, Estate Planning, Certified Financial..., Tax, Strategic Financial..., High Net Worth..., Passed Level 1, CFA, Enrolled Agent to..., Investment Policy..., Personal Tax Planning, Asset Management, Equities, Financial Modeling, Portfolio Management, Alternative Investments
Education
Golden Gate University 1985 — 1988
MBA, Finance
United States Air Force Academy 1979 — 1983
Bachelor of Science (B.S.), Geography
Kalaheo High 1977 — 1979
High School
Silver Creek High School 1975 — 1977
Joe Benning Joe Benning's DEAN WITTER Experience November 1983 - February 1987
Job Partner at Fifth Avenue Consulting
Industry Financial Services
Experience
Fifth Avenue Consulting July 2014 - Present
New York Portfolio Clearing June 2010 - June 2014
MesoMetrics Consulting January 2010 - June 2010
Moody's Analytics March 2007 - December 2009
Chicago Board of Trade January 2002 - March 2007
New York University 1997 - 2001
Daiwa Securities 1991 - 1997
Wertheim 1987 - 1990
Dean Witter November 1983 - February 1987
Dillon Read 1982 - 1983
Skills
Risk Management, Capital Markets, Economics, Derivatives, Analysis, Market Research, Portfolio Management, Investment Banking, Financial Risk, Trading Systems, Corporate Finance, Credit Analysis, Banking, Options, Bonds, Fixed Income, Investments, Credit Risk, Trading, Financial Modeling, Financial Markets, Valuation, Financial Services, Treasury
Education
New York University 1995 — 2001
PhD, Public economics & policy
The New School 1992 — 1995
MS, Urban Policy Analysis
Seton Hall University 1969 — 1974
BA, Economics
Fifth Avenue Consulting July 2014 - Present
New York Portfolio Clearing June 2010 - June 2014
MesoMetrics Consulting January 2010 - June 2010
Moody's Analytics March 2007 - December 2009
Chicago Board of Trade January 2002 - March 2007
New York University 1997 - 2001
Daiwa Securities 1991 - 1997
Wertheim 1987 - 1990
Dean Witter November 1983 - February 1987
Dillon Read 1982 - 1983
Skills
Risk Management, Capital Markets, Economics, Derivatives, Analysis, Market Research, Portfolio Management, Investment Banking, Financial Risk, Trading Systems, Corporate Finance, Credit Analysis, Banking, Options, Bonds, Fixed Income, Investments, Credit Risk, Trading, Financial Modeling, Financial Markets, Valuation, Financial Services, Treasury
Education
New York University 1995 — 2001
PhD, Public economics & policy
The New School 1992 — 1995
MS, Urban Policy Analysis
Seton Hall University 1969 — 1974
BA, Economics
Patrick Doherty's DEAN WITTER Experience July 1987 - August 1989
Job Saturday Capital and Think Big Partners
Industry Venture Capital & Private Equity
Experience
Saturday Capital, LLC April 2011 - Present
Think Big Partners, LLC August 2013 - Present
Mariner Private Equity, LLC March 2007 - April 2011
A.G. Edwards & Sons, Inc. 1992 - 2007
Eagle Snacks, Inc. 1991 - 1992
Dean Witter July 1987 - August 1989
Skills
Mergers, Entrepreneurship, Strategy, Venture Capital, Due Diligence, Private Equity, Investments, Mergers & Acquisitions, Management, Start-ups, Financial Modeling, Valuation, Investment Banking, Strategic Planning, Finance, Acquisitions, Financial Structuring, Business Valuation, Consulting, Accounting, M&A experience, Private Placements, Business Development, Business Planning, Business Process..., Corporate Development, Corporate Finance, Executive Management, Financial Analysis, Leadership
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Accounting
Georgetown University 1983 — 1987
BSBA, Finance
Saturday Capital, LLC April 2011 - Present
Think Big Partners, LLC August 2013 - Present
Mariner Private Equity, LLC March 2007 - April 2011
A.G. Edwards & Sons, Inc. 1992 - 2007
Eagle Snacks, Inc. 1991 - 1992
Dean Witter July 1987 - August 1989
Skills
Mergers, Entrepreneurship, Strategy, Venture Capital, Due Diligence, Private Equity, Investments, Mergers & Acquisitions, Management, Start-ups, Financial Modeling, Valuation, Investment Banking, Strategic Planning, Finance, Acquisitions, Financial Structuring, Business Valuation, Consulting, Accounting, M&A experience, Private Placements, Business Development, Business Planning, Business Process..., Corporate Development, Corporate Finance, Executive Management, Financial Analysis, Leadership
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Accounting
Georgetown University 1983 — 1987
BSBA, Finance
Julianne La Porte Julianne La Porte's DEAN WITTER Experience June 1989 - December 1995
Job President & CoFounder, www.CanIEatHere.com
Industry Health, Wellness and Fitness
Experience
CanIEatHere.com January 2011 - Present
Piper Jaffray January 1996 - January 2001
Dean Witter June 1989 - December 1995
Skills
Social Media, Public Speaking, Social Media Marketing, Blogging, Online Advertising, Public Relations, Email Marketing, Customer Service, Marketing Strategy, Marketing, Strategic Planning, Event Planning, Social Networking, Event Management, SEO, Marketing Communications, Lifestyle, Team Building, Small Business, Strategy, Coaching, Nutrition, Account Management, New Business Development, Start-ups, Sales, Market Research, Advertising, Leadership, Fundraising, Sales Management, Facebook
Education
Mesa Community College 1987 — 1992
Business
Mesa High school 1984 — 1987
CanIEatHere.com January 2011 - Present
Piper Jaffray January 1996 - January 2001
Dean Witter June 1989 - December 1995
Skills
Social Media, Public Speaking, Social Media Marketing, Blogging, Online Advertising, Public Relations, Email Marketing, Customer Service, Marketing Strategy, Marketing, Strategic Planning, Event Planning, Social Networking, Event Management, SEO, Marketing Communications, Lifestyle, Team Building, Small Business, Strategy, Coaching, Nutrition, Account Management, New Business Development, Start-ups, Sales, Market Research, Advertising, Leadership, Fundraising, Sales Management, Facebook
Education
Mesa Community College 1987 — 1992
Business
Mesa High school 1984 — 1987
Jason Good Jason Good's DEAN WITTER Experience October 1994 - September 1995
Job VP Customer Evangelism & Product Marketing
Industry Internet
Experience
Canvas February 2014 - Present
Canvas October 2011 - Present
ESI International September 2009 - October 2011
Jupiterimages October 2002 - September 2009
Cogent Communications April 2002 - September 2002
PSINet September 1997 - April 2002
Picture Network International January 1996 - July 1997
Dean Witter October 1994 - September 1995
Bill Good Marketing 1993 - 1994
Skills
Salesforce.com, CRM, Start-ups, Sales Management, Sales Operations, New Business Development, Leadership, Direct Sales, Account Management, Mobile Devices, B2B, Team Leadership, Sales, Management, Constant Contact, Pardot, Wireless, Project Management, Team Building, Telecommunications, Email Marketing, Coaching, Sales Process, Networking, Selling, SaaS, SugarCRM, ExpressionEngine, Start-up Environment, Product Development, Lead Generation, Training, Canvas App Builder
Education
James Madison University 1989 — 1993
BA, Political Science
Western Albemarle High School 1985 — 1989
Canvas February 2014 - Present
Canvas October 2011 - Present
ESI International September 2009 - October 2011
Jupiterimages October 2002 - September 2009
Cogent Communications April 2002 - September 2002
PSINet September 1997 - April 2002
Picture Network International January 1996 - July 1997
Dean Witter October 1994 - September 1995
Bill Good Marketing 1993 - 1994
Skills
Salesforce.com, CRM, Start-ups, Sales Management, Sales Operations, New Business Development, Leadership, Direct Sales, Account Management, Mobile Devices, B2B, Team Leadership, Sales, Management, Constant Contact, Pardot, Wireless, Project Management, Team Building, Telecommunications, Email Marketing, Coaching, Sales Process, Networking, Selling, SaaS, SugarCRM, ExpressionEngine, Start-up Environment, Product Development, Lead Generation, Training, Canvas App Builder
Education
James Madison University 1989 — 1993
BA, Political Science
Western Albemarle High School 1985 — 1989
Randi Dukoff's DEAN WITTER Experience September 1988 - March 1989
Job Corporate Wellness Expert and Results Based Employee Wellness/Performance Specialist
Industry Health, Wellness and Fitness
Experience
Vital Advantage Consulting February 2011 - Present
Randi Dukoff...Your Final Stop to Health October 2003 - Present
Core and More...Health & Fitness 2003 - 2011
Avon Cosmetics March 1989 - June 1993
Dean Witter September 1988 - March 1989
Skills
Fitness Training, Corporate Wellness, Nutrition Consulting, Nutrition, Wellness, Wellness Coaching, Health, Holistic Health, Digestive Disorders, Fitness, Corporations, Lifestyle, Stress Management, Corporate Health, Lifestyle Coaching, Healthcare, Health Education, Nutritional Counseling, Public Speaking, Strength Training, Wellbeing, Coaching, Personal Training, Healing, Sports Nutrition, Training, Chronic Illness, Personal Development, Employee Wellness, Weight, Detoxification, Stress, Supplements, Marketing, Pain Management, Sports, Small Business, Meditation, Motivational Speaking, Entrepreneurship, Athletics, Life Coaching, Rehabilitation, Consulting, Executive Coaching, Employee Benefits, Teaching, Leadership, Sales
Education
New York College of Health Professions 2008 — 2010
Anatomy, Kinesiology, Myology, Oriental Medicine
Hofstra University 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Hofstra University 1983 — 1988
BBA, Finance, Psychology
Horace Mann
Vital Advantage Consulting February 2011 - Present
Randi Dukoff...Your Final Stop to Health October 2003 - Present
Core and More...Health & Fitness 2003 - 2011
Avon Cosmetics March 1989 - June 1993
Dean Witter September 1988 - March 1989
Skills
Fitness Training, Corporate Wellness, Nutrition Consulting, Nutrition, Wellness, Wellness Coaching, Health, Holistic Health, Digestive Disorders, Fitness, Corporations, Lifestyle, Stress Management, Corporate Health, Lifestyle Coaching, Healthcare, Health Education, Nutritional Counseling, Public Speaking, Strength Training, Wellbeing, Coaching, Personal Training, Healing, Sports Nutrition, Training, Chronic Illness, Personal Development, Employee Wellness, Weight, Detoxification, Stress, Supplements, Marketing, Pain Management, Sports, Small Business, Meditation, Motivational Speaking, Entrepreneurship, Athletics, Life Coaching, Rehabilitation, Consulting, Executive Coaching, Employee Benefits, Teaching, Leadership, Sales
Education
New York College of Health Professions 2008 — 2010
Anatomy, Kinesiology, Myology, Oriental Medicine
Hofstra University 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Hofstra University 1983 — 1988
BBA, Finance, Psychology
Horace Mann
Ara Meyer Ara Meyer's DEAN WITTER Experience August 1993 - June 1996
Job Chief Systems Architect at Two Roads Software.
Industry Financial Services
Experience
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
Joanne Schweikert Joanne Schweikert's DEAN WITTER Experience 1986 - 1991
Job Donation Representative at Tidewater Textiles/Special Olympics
Industry Textiles
Experience
Tidewater Textiles/Special Olympics January 2014 - Present
RVA Frames, LLC October 2012 - January 2014
Sonoco Recycling September 2007 - November 2012
Pfizer 1999 - 2001
Parke-Davis Pharmaceuticals 1996 - 1999
Fisons Pharmaceuticals 1991 - 1996
Dean Witter 1986 - 1991
Skills
Renewable Energy, Recycling, Waste Management, Sustainability, Waste, Environmental Awareness, Environmental..., Energy Efficiency, Energy, Waste to Energy, Sustainable Development, Biomass, Sales, Sales Operations, Cold Calling, Account Management, Customer Service, Strategic Planning, Team Building
Education
Francis Marion University 1977 — 1981
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Tidewater Textiles/Special Olympics January 2014 - Present
RVA Frames, LLC October 2012 - January 2014
Sonoco Recycling September 2007 - November 2012
Pfizer 1999 - 2001
Parke-Davis Pharmaceuticals 1996 - 1999
Fisons Pharmaceuticals 1991 - 1996
Dean Witter 1986 - 1991
Skills
Renewable Energy, Recycling, Waste Management, Sustainability, Waste, Environmental Awareness, Environmental..., Energy Efficiency, Energy, Waste to Energy, Sustainable Development, Biomass, Sales, Sales Operations, Cold Calling, Account Management, Customer Service, Strategic Planning, Team Building
Education
Francis Marion University 1977 — 1981
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Gerald Eckman Gerald Eckman's DEAN WITTER Experience 1985 - 1990
Job Infrastructure Availability Management Lead I at Syscons
Industry Food & Beverages
Experience
SYSCO Inc March 1991 - Present
Sysco Software Solutions March 1991 - Present
Dean Witter 1985 - 1990
Skills
Requirements Analysis, Business Intelligence
Education
University of Houston 1975 — 2003
Houston Community College 1997 — 1999
Associate of Science (AS), Computer Engineering, 3.5
SYSCO Inc March 1991 - Present
Sysco Software Solutions March 1991 - Present
Dean Witter 1985 - 1990
Skills
Requirements Analysis, Business Intelligence
Education
University of Houston 1975 — 2003
Houston Community College 1997 — 1999
Associate of Science (AS), Computer Engineering, 3.5
John DeMasi MBA, CMA, CFM John DeMasi MBA, CMA, CFM's DEAN WITTER Experience June 1989 - January 1991
Job Senior Manager FP&A at AICPA
Industry Nonprofit Organization Management
Experience
AICPA June 2015 - Present
Fujitsu November 2012 - June 2015
generation brands seagull lighting March 2010 - March 2011
PepsiCo August 2001 - December 2009
PepsiCo 1999 - 2001
IBM 1993 - 1999
IBM 1991 - 1993
Dean Witter June 1989 - January 1991
Skills
Strategic Planning, Process Improvement, Building Relationships, Cost Savings, Financial Analysis, Operating Budgets, Leadership, Liaison, Education, Staff Development, Spend Management, Cross-functional Team..., SAP, Budgets, Analysis, Management, Accounting, Auditing, Finance, Variance Analysis, Financial Reporting
Education
Fordham University
Master of Business Administration, Finance
Villanova University 1985 — 1989
Bachelor of Science, Finance
AICPA June 2015 - Present
Fujitsu November 2012 - June 2015
generation brands seagull lighting March 2010 - March 2011
PepsiCo August 2001 - December 2009
PepsiCo 1999 - 2001
IBM 1993 - 1999
IBM 1991 - 1993
Dean Witter June 1989 - January 1991
Skills
Strategic Planning, Process Improvement, Building Relationships, Cost Savings, Financial Analysis, Operating Budgets, Leadership, Liaison, Education, Staff Development, Spend Management, Cross-functional Team..., SAP, Budgets, Analysis, Management, Accounting, Auditing, Finance, Variance Analysis, Financial Reporting
Education
Fordham University
Master of Business Administration, Finance
Villanova University 1985 — 1989
Bachelor of Science, Finance
Chris Juall's DEAN WITTER Experience 1991 - 1995
Job Sr. V.P. Investments, Investment Advisor at Moors & Cabot, Inc
Industry Investment Management
Experience
Moors & Cabot, Inc March 1999 - Present
Lazy Bunz March 2013 - Present
Dean Witter 1991 - 1995
Skills
Series 7, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Retirement Planning, Asset Allocation, Investments, Securities, Equities, Fixed Annuities, Series 24, Trading, Portfolio Management, Strategic Financial..., Investment Management, Estate Planning, Alternative Investments, Retirement, Risk Management
Education
Jacksonville University 1987 — 1991
Bachelor's degree, Business/Marketing
Moors & Cabot, Inc March 1999 - Present
Lazy Bunz March 2013 - Present
Dean Witter 1991 - 1995
Skills
Series 7, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Retirement Planning, Asset Allocation, Investments, Securities, Equities, Fixed Annuities, Series 24, Trading, Portfolio Management, Strategic Financial..., Investment Management, Estate Planning, Alternative Investments, Retirement, Risk Management
Education
Jacksonville University 1987 — 1991
Bachelor's degree, Business/Marketing
Vincent Mandile Vincent Mandile's DEAN WITTER Experience 1993 - 1998
Job positions held:Asst Comptroller/ Metropolitan Transit Authority NY, Sr. Analyst /Chairman of the Board of Trustees TCU
Industry Accounting
Experience
Transportation Communications Union 2012 - Present
Metropolitan Transit Authority NY April 2004 - Present
Preston High School 2009 - 2012
Liberty Lines Transit 2002 - 2004
Conde Nast January 1997 - February 2002
Marquis Jet 2002 - 2002
Dean Witter 1993 - 1998
Henri Bendel 1993 - 1993
MCI 1986 - 1993
Avon 1983 - 1986
Skills
Financial Analysis, Forecasting, Budgeting, General Ledger, Cash Flow, Cash Management, Fixed Assets, Compensation, Bonds, Depreciation, PeopleSoft, commissions, Matrix Management, human resources, Administration, Payroll, ADP Payroll, NYS Sales Tax, Journal Entries, Telecommunications..., Series 6, Financial Reporting, Accounting, Excel, Billing, Accounts Payable, Customer Relations, Accounts Receivable, Business Analysis, Executive Management, Visio, Problem Solving, Internal Controls, Audit, Operations Management, P&L, Banking, Quickbooks, Asset Management, Retail, Deferred Compensation, Human Resources, Microsoft Excel, Budgets, QuickBooks, System Administration, Invoicing, Income Statement, Variance Analysis, Management
Education
Iona College 1979 — 1983
BBA, Accounting
mount saint michael 1975 — 1979
Academic
Fordham University
Master of Business Administration (MBA), Telecommunications
Long Island University
MBA, Finance and Financial Management Services
Transportation Communications Union 2012 - Present
Metropolitan Transit Authority NY April 2004 - Present
Preston High School 2009 - 2012
Liberty Lines Transit 2002 - 2004
Conde Nast January 1997 - February 2002
Marquis Jet 2002 - 2002
Dean Witter 1993 - 1998
Henri Bendel 1993 - 1993
MCI 1986 - 1993
Avon 1983 - 1986
Skills
Financial Analysis, Forecasting, Budgeting, General Ledger, Cash Flow, Cash Management, Fixed Assets, Compensation, Bonds, Depreciation, PeopleSoft, commissions, Matrix Management, human resources, Administration, Payroll, ADP Payroll, NYS Sales Tax, Journal Entries, Telecommunications..., Series 6, Financial Reporting, Accounting, Excel, Billing, Accounts Payable, Customer Relations, Accounts Receivable, Business Analysis, Executive Management, Visio, Problem Solving, Internal Controls, Audit, Operations Management, P&L, Banking, Quickbooks, Asset Management, Retail, Deferred Compensation, Human Resources, Microsoft Excel, Budgets, QuickBooks, System Administration, Invoicing, Income Statement, Variance Analysis, Management
Education
Iona College 1979 — 1983
BBA, Accounting
mount saint michael 1975 — 1979
Academic
Fordham University
Master of Business Administration (MBA), Telecommunications
Long Island University
MBA, Finance and Financial Management Services
Kevin Terpenny Kevin Terpenny's DEAN WITTER Experience June 1993 - October 1995
Job Controller
Industry Marketing and Advertising
Experience
Just Call Pam, LLC August 2009 - Present
Computershare January 2001 - August 2009
Merrill Lynch October 1995 - January 2001
Dean Witter June 1993 - October 1995
Prudential Insurance 1987 - 1992
Skills
Risk Management, Strategic Planning, Relationship Management, Business Analysis, Financial Services, Securities, Team Management, Business Process..., Training, Equities, Retirement Planning, Management, Investments, Financial Analysis, Customer Retention, Strategic Financial..., Finance, Coaching, Banking, 401k, Sales, Customer Service, Mergers & Acquisitions, Strategy, Analysis, Performance Management, Mergers, Business Development, Marketing, Financial Modeling, Customer Satisfaction, Financial Reporting, Leadership, Microsoft Excel, Business Strategy, Auditing, Project Management, Team Leadership, Change Management, Telecommunications, Managerial Finance, Insurance, Executive Management, Forecasting, Due Diligence, Investor Relations, Asset Management, Accounting, Business Planning, Mutual Funds
Education
Fairleigh Dickinson University 1978 — 1982
BS, Accounting
Just Call Pam, LLC August 2009 - Present
Computershare January 2001 - August 2009
Merrill Lynch October 1995 - January 2001
Dean Witter June 1993 - October 1995
Prudential Insurance 1987 - 1992
Skills
Risk Management, Strategic Planning, Relationship Management, Business Analysis, Financial Services, Securities, Team Management, Business Process..., Training, Equities, Retirement Planning, Management, Investments, Financial Analysis, Customer Retention, Strategic Financial..., Finance, Coaching, Banking, 401k, Sales, Customer Service, Mergers & Acquisitions, Strategy, Analysis, Performance Management, Mergers, Business Development, Marketing, Financial Modeling, Customer Satisfaction, Financial Reporting, Leadership, Microsoft Excel, Business Strategy, Auditing, Project Management, Team Leadership, Change Management, Telecommunications, Managerial Finance, Insurance, Executive Management, Forecasting, Due Diligence, Investor Relations, Asset Management, Accounting, Business Planning, Mutual Funds
Education
Fairleigh Dickinson University 1978 — 1982
BS, Accounting
John Koster, MBA's DEAN WITTER Experience 1995 - 1996
Job President Koster Keunen, Inc.
Industry Chemicals
Experience
Koster Keunen, Inc August 1996 - Present
Koster Keunen, Inc August 1996 - Present
Dean Witter 1995 - 1996
Skills
Business Strategy, Product Development, Personal Care, Sales Management, Cosmetics, New Business Development, Market Development, Purchasing, Manufacturing, Supply Chain, R&D, Sales, Ingredients, International Business, Chemistry, Management, Coatings, Contract Negotiation, Consumer Products, Raw Materials, Pharmaceutical Industry, FMCG, Cross-functional Team..., International Sales, Food, Start-ups, P&L Management
Education
The University of Connecticut School of Business 1998 — 2000
MBA, Finance and Accounting
Emory University - Goizueta Business School 1992 — 1996
BBA, Philosophy and Religious Studies
Koster Keunen, Inc August 1996 - Present
Koster Keunen, Inc August 1996 - Present
Dean Witter 1995 - 1996
Skills
Business Strategy, Product Development, Personal Care, Sales Management, Cosmetics, New Business Development, Market Development, Purchasing, Manufacturing, Supply Chain, R&D, Sales, Ingredients, International Business, Chemistry, Management, Coatings, Contract Negotiation, Consumer Products, Raw Materials, Pharmaceutical Industry, FMCG, Cross-functional Team..., International Sales, Food, Start-ups, P&L Management
Education
The University of Connecticut School of Business 1998 — 2000
MBA, Finance and Accounting
Emory University - Goizueta Business School 1992 — 1996
BBA, Philosophy and Religious Studies
Charmaine McLaren's DEAN WITTER Experience September 1984 - August 1985
Job Sales at Re/Max Rouge River Realtly Ltd. Brokerage
Industry Real Estate
Experience
Re/Max Rouge River Realtly Ltd. Brokerage June 2005 - Present
Dean Witter September 1984 - August 1985
Education
George Brown College 1981 — 1982
Business
George Brown College
Computer and Information Sciences and Support Services
Re/Max Rouge River Realtly Ltd. Brokerage June 2005 - Present
Dean Witter September 1984 - August 1985
Education
George Brown College 1981 — 1982
Business
George Brown College
Computer and Information Sciences and Support Services
Richard Binkele Richard Binkele's DEAN WITTER Experience September 1990 - August 2000
Job Self Published Author at Amazon
Industry Writing and Editing
Experience
Amazon October 2013 - Present
Scribe for Hire July 2008 - December 2013
Community Media on Hudson October 2011 - January 2012
Inkwell June 2009 - May 2011
Poodlerama Antiques March 2003 - May 2008
Citigroup Global Markets Inc. (Smith Barney) August 2000 - October 2003
Dean Witter September 1990 - August 2000
Skills
Writing, Editing, Digital Photography, Literary Fiction, Fiction, Proofreading, Photography, Journalism, Creative Writing, Poetry, Copy Editing, Copywriting, Newsletters, Stories, Literature, Short Stories, Literary, Publications, Editorial, Novels, Prose, Fiction Writing, Creative Non-fiction, Memoir, Photojournalism, Publishing, Editors, Non-fiction, Freelance Writing, Writing Skills, Magazine Articles, Arts, Magazine Writing, Feature Articles, Profiles, Line Editing, Rewriting, Facebook, Corporate Communications, Magazines, Advertising, Storytelling, Fact-checking, Published Author, Books, Web Content, Text Editing, Grammar, Content Management, Publicity
Education
Manhattanville College 2009 — 2011
MA, Writing
Indiana University Bloomington 1974 — 1976
BA, Journalism
University at Albany, SUNY 1970 — 1972
none, English, philosophy
Amazon October 2013 - Present
Scribe for Hire July 2008 - December 2013
Community Media on Hudson October 2011 - January 2012
Inkwell June 2009 - May 2011
Poodlerama Antiques March 2003 - May 2008
Citigroup Global Markets Inc. (Smith Barney) August 2000 - October 2003
Dean Witter September 1990 - August 2000
Skills
Writing, Editing, Digital Photography, Literary Fiction, Fiction, Proofreading, Photography, Journalism, Creative Writing, Poetry, Copy Editing, Copywriting, Newsletters, Stories, Literature, Short Stories, Literary, Publications, Editorial, Novels, Prose, Fiction Writing, Creative Non-fiction, Memoir, Photojournalism, Publishing, Editors, Non-fiction, Freelance Writing, Writing Skills, Magazine Articles, Arts, Magazine Writing, Feature Articles, Profiles, Line Editing, Rewriting, Facebook, Corporate Communications, Magazines, Advertising, Storytelling, Fact-checking, Published Author, Books, Web Content, Text Editing, Grammar, Content Management, Publicity
Education
Manhattanville College 2009 — 2011
MA, Writing
Indiana University Bloomington 1974 — 1976
BA, Journalism
University at Albany, SUNY 1970 — 1972
none, English, philosophy
Kathy Brennan Kathy Brennan's DEAN WITTER Experience 1993 - 1996
Job Research and Teaching Fellow at University of North Carolina at Chapel Hill
Industry Information Services
Experience
University of North Carolina at Chapel Hill August 2013 - Present
University of North Carolina at Chapel Hill August 2011 - August 2013
Fannie Mae December 2000 - February 2009
Merrill Lynch 1996 - 1998
Dean Witter 1993 - 1996
Skills
Competitive Analysis, Human Computer..., Market Research, Editing, Strategic Planning, Marketing Strategy, Information Retrieval, Research, Strategy, Proposal Writing, Qualitative Research, Research Design, Usability Testing, Social Media, Public Speaking, Analysis, Cross-functional Team..., Statistics, Data Analysis, Quantitative Research, Data Mining, SPSS
Education
University of North Carolina at Chapel Hill 2011 — 2015
PhD, Information & Library Science
The Catholic University of America 2009 — 2011
MSLS, Information & Library Science
The Johns Hopkins University - Carey Business School 2000 — 2004
MBA, Business
Messiah College
Bachelor of Arts, English, Literature Concentration
University of North Carolina at Chapel Hill August 2013 - Present
University of North Carolina at Chapel Hill August 2011 - August 2013
Fannie Mae December 2000 - February 2009
Merrill Lynch 1996 - 1998
Dean Witter 1993 - 1996
Skills
Competitive Analysis, Human Computer..., Market Research, Editing, Strategic Planning, Marketing Strategy, Information Retrieval, Research, Strategy, Proposal Writing, Qualitative Research, Research Design, Usability Testing, Social Media, Public Speaking, Analysis, Cross-functional Team..., Statistics, Data Analysis, Quantitative Research, Data Mining, SPSS
Education
University of North Carolina at Chapel Hill 2011 — 2015
PhD, Information & Library Science
The Catholic University of America 2009 — 2011
MSLS, Information & Library Science
The Johns Hopkins University - Carey Business School 2000 — 2004
MBA, Business
Messiah College
Bachelor of Arts, English, Literature Concentration
Mark Polli Mark Polli's DEAN WITTER Experience December 1985 - December 1990
Job Operating Partner @ Crunch Rocklin, Sacramento, Elk Grove, Citrus Heights and Granite Bay
Industry Health, Wellness and Fitness
Experience
Crunch Fitness- Rocklin, Sacramento, Elk Grove, Citrus Heights and Granite Bay August 2010 - Present
24 Hour Fitness December 1990 - September 2008
Dean Witter December 1985 - December 1990
Skills
Fitness, Personal Training, Fitness Training, Strength Training, Nutrition, Wellness, Weight Training, Wellness Coaching, Sports, Coaching, Sales Management, Sales, Nutritional Counseling, Public Speaking, Sports Nutrition, Leadership, Time Management, Customer Service, Exercise Physiology, Functional Training, Customer Retention, Marketing, Team Building, Executive Development, Executive Coaching, Digital Marketing, Leadership Development, Operant Conditioning, Athletics, Lifestyle, Endurance, Corporations, Social Networking
Education
State University of New York College at Oswego 1980 — 1981
Bachelor of Science, Business Administration/Marketing
Nassau Community College 1977 — 1979
Associates, Business Administration/Marketing
Crunch Fitness- Rocklin, Sacramento, Elk Grove, Citrus Heights and Granite Bay August 2010 - Present
24 Hour Fitness December 1990 - September 2008
Dean Witter December 1985 - December 1990
Skills
Fitness, Personal Training, Fitness Training, Strength Training, Nutrition, Wellness, Weight Training, Wellness Coaching, Sports, Coaching, Sales Management, Sales, Nutritional Counseling, Public Speaking, Sports Nutrition, Leadership, Time Management, Customer Service, Exercise Physiology, Functional Training, Customer Retention, Marketing, Team Building, Executive Development, Executive Coaching, Digital Marketing, Leadership Development, Operant Conditioning, Athletics, Lifestyle, Endurance, Corporations, Social Networking
Education
State University of New York College at Oswego 1980 — 1981
Bachelor of Science, Business Administration/Marketing
Nassau Community College 1977 — 1979
Associates, Business Administration/Marketing
Jane Ashcraft-West's DEAN WITTER Experience January 1987 - January 1989
Job Northern KY's #1 Agent Re/Max Affiliates
Industry Real Estate
Experience
Ashcraft-West Enterprises/ Re/Max Affiliates 1989 - Present
Dean Witter January 1987 - January 1989
Education
Northern Kentucky University 1983 — 1987
Ashcraft-West Enterprises/ Re/Max Affiliates 1989 - Present
Dean Witter January 1987 - January 1989
Education
Northern Kentucky University 1983 — 1987
Brian J. Finnerty Brian J. Finnerty's DEAN WITTER Experience 1981 - 1985
Job Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management March 2012 - Present
R.W. Pressprich & Co. October 2009 - March 2012
Trident Capital Group, LLC June 2008 - October 2009
Société Générale Corporate and Investment Banking 1995 - 2008
Société Générale 1995 - 2008
SG COWEN SECURITIES CORPORATION 1995 - 2008
Citicorp 1985 - 1995
Citigroup 1985 - 1995
Dean Witter 1981 - 1985
Skills
Fixed Income, Portfolio Management, Money Market, Structured Products, ABS, Capital Markets, Investments, Hedge Funds, Structured Finance, Securities, Bonds
Education
Fordham University
Merrill Lynch Wealth Management March 2012 - Present
R.W. Pressprich & Co. October 2009 - March 2012
Trident Capital Group, LLC June 2008 - October 2009
Société Générale Corporate and Investment Banking 1995 - 2008
Société Générale 1995 - 2008
SG COWEN SECURITIES CORPORATION 1995 - 2008
Citicorp 1985 - 1995
Citigroup 1985 - 1995
Dean Witter 1981 - 1985
Skills
Fixed Income, Portfolio Management, Money Market, Structured Products, ABS, Capital Markets, Investments, Hedge Funds, Structured Finance, Securities, Bonds
Education
Fordham University
Tom Vanthournout Tom Vanthournout's DEAN WITTER Experience 1989 - 1992
Job President at Automated Building Systems, Inc.
Industry Accounting
Experience
Automated Building Systems June 2012 - Present
Automated Building Systems February 2012 - June 2012
Southern Clearing & Excavating LLC 2008 - 2010
Zak's Furniture 2004 - 2008
Zak's Furniture 2001 - 2004
Gifts of Love 1996 - 2001
SPS Payment Systems 1993 - 1996
Dean Witter 1989 - 1992
Skills
Accounting, Accounts Payable, Payroll, Tax Preparation, Quickbooks, GAAP, Bookkeeping, Auditing, Financial Analysis, QuickBooks, Financial Statements, Leadership, Financial Reporting, Budgets, Finance
Education
Haslam College of Business at the University of Tennessee 1981 — 1985
Bachelor of Science, Accountancy
Automated Building Systems June 2012 - Present
Automated Building Systems February 2012 - June 2012
Southern Clearing & Excavating LLC 2008 - 2010
Zak's Furniture 2004 - 2008
Zak's Furniture 2001 - 2004
Gifts of Love 1996 - 2001
SPS Payment Systems 1993 - 1996
Dean Witter 1989 - 1992
Skills
Accounting, Accounts Payable, Payroll, Tax Preparation, Quickbooks, GAAP, Bookkeeping, Auditing, Financial Analysis, QuickBooks, Financial Statements, Leadership, Financial Reporting, Budgets, Finance
Education
Haslam College of Business at the University of Tennessee 1981 — 1985
Bachelor of Science, Accountancy
Dan Knudsen Dan Knudsen's DEAN WITTER Experience 1988 - 1990
Job Financial Advisor at American National Bank/Securities America
Industry Financial Services
Experience
American National Bank/Securities America June 2010 - Present
BancWest Investment Services November 2007 - July 2010
CitiStreet October 2000 - 2003
Dean Witter 1988 - 1990
Smith Barney 1986 - 1988
Education
Iowa State University - College of Business 1976 — 1980
BS, Business
American National Bank/Securities America June 2010 - Present
BancWest Investment Services November 2007 - July 2010
CitiStreet October 2000 - 2003
Dean Witter 1988 - 1990
Smith Barney 1986 - 1988
Education
Iowa State University - College of Business 1976 — 1980
BS, Business
Paul Gabriel Paul Gabriel's DEAN WITTER Experience 1984 - 1987
Job Regional Wholesaler/ Managed Asset Portfolios LLC.
Industry Financial Services
Experience
Centennial Securities Co., Inc. May 2014 - August 2015
Royal Securities Company September 2009 - May 2014
Oppenheimer & Co. October 2002 - September 2009
Robert W. Baird & Co. July 1997 - October 2002
Olde 1990 - 1997
Dean Witter 1984 - 1987
Education
Ferris State University
BS, Finance and Financial Management Services
Grand Haven Senior High
Henry Haigh...Silvery Lane
Centennial Securities Co., Inc. May 2014 - August 2015
Royal Securities Company September 2009 - May 2014
Oppenheimer & Co. October 2002 - September 2009
Robert W. Baird & Co. July 1997 - October 2002
Olde 1990 - 1997
Dean Witter 1984 - 1987
Education
Ferris State University
BS, Finance and Financial Management Services
Grand Haven Senior High
Henry Haigh...Silvery Lane
Wayne Dictor's DEAN WITTER Experience 1985 - 1994
Job President at Dictor|Financial LLC An Independent Firm
Industry Financial Services
Experience
DictorFinancial LLC September 2010 - Present
DictorMartin Inc. November 2003 - August 2010
UBS - PaineWebber 1994 - 2003
Dean Witter 1985 - 1994
Skills
Securities, Wealth Management, Financial Advisory, Investments, Strategic Financial..., Mutual Funds, Series 7, FINRA, Investment Advisory, Alternative Investments, Series 63, Tax, Retirement, Investment Strategies, Estate Planning, Finance, Fixed Income, Retirement Planning, Asset Allocation, Wealth Management..., Portfolio Management, Equities, 401k, Fixed Annuities, Asset Management, IRAs, Financial Services, Financial Planning
Education
Florida State University 1979 — 1982
BA, Economics, International Government, Education
DictorFinancial LLC September 2010 - Present
DictorMartin Inc. November 2003 - August 2010
UBS - PaineWebber 1994 - 2003
Dean Witter 1985 - 1994
Skills
Securities, Wealth Management, Financial Advisory, Investments, Strategic Financial..., Mutual Funds, Series 7, FINRA, Investment Advisory, Alternative Investments, Series 63, Tax, Retirement, Investment Strategies, Estate Planning, Finance, Fixed Income, Retirement Planning, Asset Allocation, Wealth Management..., Portfolio Management, Equities, 401k, Fixed Annuities, Asset Management, IRAs, Financial Services, Financial Planning
Education
Florida State University 1979 — 1982
BA, Economics, International Government, Education
Carol Liller White Carol Liller White's DEAN WITTER Experience 1986 - 1988
Job Dogsbody at The Flying Cats' Cinema Cafe
Industry Entertainment
Experience
Flying Cats' Cinema Cafe December 2008 - Present
Library Thing 2007 - 2008
St. Paul Pioneer Press 1997 - 2008
Merrill Lynch February 1990 - September 1998
3M 1979 - 1997
Smith Barney June 1980 - February 1990
Smith Barney 1981 - 1990
Dean Witter 1986 - 1988
Education
Madison Area Technical College 1975 — 1977
AA, Liberal Arts
middleton high school 1969 — 1973
Flying Cats' Cinema Cafe December 2008 - Present
Library Thing 2007 - 2008
St. Paul Pioneer Press 1997 - 2008
Merrill Lynch February 1990 - September 1998
3M 1979 - 1997
Smith Barney June 1980 - February 1990
Smith Barney 1981 - 1990
Dean Witter 1986 - 1988
Education
Madison Area Technical College 1975 — 1977
AA, Liberal Arts
middleton high school 1969 — 1973
Daniel Yuhn, CPA Daniel Yuhn, CPA's DEAN WITTER Experience 1986 - 1991
Job Financial Advisor at America Group powered by LPL Financial
Industry Financial Services
Experience
America Group powered by LPL Financial April 1997 - Present
AG Edwards & Sons 1991 - 1997
Dean Witter 1986 - 1991
Derderian Kann Seyferth & Salucci PC CPA's 1983 - 1985
James F Peters & Co, CPA's 1981 - 1983
Skills
Series 7, Securities, FINRA, Investments, Series 63, Investment Management, Uniform Combined State..., Retirement Planning, Investment Strategies, Investment Advisory, Asset Allocation, Risk Management, Finance, Tactical Asset..., Global Tactical Asset..., Series 8, series 66, 401k, 401k Rollovers, Personal Financial..., Holistic Financial..., Technical Analysis, Financial Planning
Education
Walsh College 1978 — 1981
Bachelor of Accountancy, Accounting
Ferris State University 1976 — 1978
Associate of Accounting, Accounting
Walled Lake Western 1971 — 1976
Diploma
America Group powered by LPL Financial April 1997 - Present
AG Edwards & Sons 1991 - 1997
Dean Witter 1986 - 1991
Derderian Kann Seyferth & Salucci PC CPA's 1983 - 1985
James F Peters & Co, CPA's 1981 - 1983
Skills
Series 7, Securities, FINRA, Investments, Series 63, Investment Management, Uniform Combined State..., Retirement Planning, Investment Strategies, Investment Advisory, Asset Allocation, Risk Management, Finance, Tactical Asset..., Global Tactical Asset..., Series 8, series 66, 401k, 401k Rollovers, Personal Financial..., Holistic Financial..., Technical Analysis, Financial Planning
Education
Walsh College 1978 — 1981
Bachelor of Accountancy, Accounting
Ferris State University 1976 — 1978
Associate of Accounting, Accounting
Walled Lake Western 1971 — 1976
Diploma
Joel W Fischer Joel W Fischer's DEAN WITTER Experience April 1986 - April 1989
Job Programmer / Release Coordinator at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2006 - Present
New York Life Insurance Company April 1989 - March 2006
Dean Witter April 1986 - April 1989
Shearson Lehman Brothers November 1984 - April 1986
DSI Data Spectrum Inc. April 1982 - November 1984
Education
Pace University - Lubin School of Business 1993 — 2000
BAA, Finance
Saint John's University 1978 — 1980
BS, Criminal Justice
Nassau Community College 1976 — 1978
AAS, Criminal Justice
New York Life Insurance Company March 2006 - Present
New York Life Insurance Company April 1989 - March 2006
Dean Witter April 1986 - April 1989
Shearson Lehman Brothers November 1984 - April 1986
DSI Data Spectrum Inc. April 1982 - November 1984
Education
Pace University - Lubin School of Business 1993 — 2000
BAA, Finance
Saint John's University 1978 — 1980
BS, Criminal Justice
Nassau Community College 1976 — 1978
AAS, Criminal Justice
Jerry Pucci Jerry Pucci's DEAN WITTER Experience September 1988 - May 1992
Job
Industry Investment Management
Experience
BlackRock Financial Mgmt January 1998 - Present
Aubrey G Lanston May 1991 - January 1998
Dean Witter September 1988 - May 1992
E.F. Hutton September 1986 - May 1988
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Asset Managment, Bloomberg, Bonds, Trading, Portfolio Management, Asset Allocation, Asset Management, Capital Markets, Electronic Trading, Finance, Equities, Securities
Education
Pace University - Lubin School of Business 1987 — 1990
MBA
Siena College 1982 — 1986
BA
BlackRock Financial Mgmt January 1998 - Present
Aubrey G Lanston May 1991 - January 1998
Dean Witter September 1988 - May 1992
E.F. Hutton September 1986 - May 1988
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Asset Managment, Bloomberg, Bonds, Trading, Portfolio Management, Asset Allocation, Asset Management, Capital Markets, Electronic Trading, Finance, Equities, Securities
Education
Pace University - Lubin School of Business 1987 — 1990
MBA
Siena College 1982 — 1986
BA
Bruce McCook Bruce McCook's DEAN WITTER Experience June 1990 - June 1993
Job Investment Executive Infinex Investments/First Capital Investment Group
Industry Investment Management
Experience
First Capital Bank May 2009 - Present
Banc of America Investments June 1993 - May 2009
Dean Witter June 1990 - June 1993
Paine Webber April 1983 - June 1990
Skills
AAMS-Accredited Asset..., Investments, Investment Strategies, Portfolio Management, Retirement Income..., Wealth Management, Insurance, Alternative Investments, Series 7, Series 65, Retirement Planning, Fixed Income, Investment Advisory, Beneficiary Planning, Fixed Income Products, Annuities, Fixed Annuities, Retirement Plans, Insurance Planning, Disability Insurance, Term Life Insurance, Universal Life, Whole Life, Risk Management, Customer Service, Commercial Lending
Education
Longwood College 1977 — 1981
BS, Business Administration
Midlothian High School
First Capital Bank May 2009 - Present
Banc of America Investments June 1993 - May 2009
Dean Witter June 1990 - June 1993
Paine Webber April 1983 - June 1990
Skills
AAMS-Accredited Asset..., Investments, Investment Strategies, Portfolio Management, Retirement Income..., Wealth Management, Insurance, Alternative Investments, Series 7, Series 65, Retirement Planning, Fixed Income, Investment Advisory, Beneficiary Planning, Fixed Income Products, Annuities, Fixed Annuities, Retirement Plans, Insurance Planning, Disability Insurance, Term Life Insurance, Universal Life, Whole Life, Risk Management, Customer Service, Commercial Lending
Education
Longwood College 1977 — 1981
BS, Business Administration
Midlothian High School
Philip Kehl, CFA Philip Kehl, CFA's DEAN WITTER Experience 1986 - 1997
Job Independent Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley January 1986 - January 2002
Dean Witter 1986 - 1997
Argus Research April 1984 - December 1985
Skills
Equities
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, Finance
Fordham University 1973 — 1975
MA, History
Middlebury College 1968 — 1972
BA, History
Regis High School 1964 — 1968
Morgan Stanley January 1986 - January 2002
Dean Witter 1986 - 1997
Argus Research April 1984 - December 1985
Skills
Equities
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, Finance
Fordham University 1973 — 1975
MA, History
Middlebury College 1968 — 1972
BA, History
Regis High School 1964 — 1968
Scott A. Orr's DEAN WITTER Experience June 1979 - August 1982
Job Senior Vice President, Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2008 - October 2014
Wachovia Securities, LLC January 2007 - December 2008
Morgan Stanley Dean Witter April 1987 - September 2005
Dean Witter June 1979 - August 1982
Education
Florida Atlantic University 1977 — 1982
BS ED & M ED, Education
Wells Fargo Advisors November 2014 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2008 - October 2014
Wachovia Securities, LLC January 2007 - December 2008
Morgan Stanley Dean Witter April 1987 - September 2005
Dean Witter June 1979 - August 1982
Education
Florida Atlantic University 1977 — 1982
BS ED & M ED, Education
Carol Watson-Brand Carol Watson-Brand's DEAN WITTER Experience March 1969 - July 1974
Job CoOwner at Inner Destinations
Industry Health, Wellness and Fitness
Experience
Inner Destinations October 2006 - Present
Carol Watson Brand, Exercise and Fitness Coaching June 1992 - Present
IBM September 1977 - June 1992
Dean Witter March 1969 - July 1974
Education
Golden Gate University 1983 — 1983
Data Processing
Indian Valley Community College 1975 — 1977
Assoc. in Science, Business
Bryant and Stratton Business College 1967 — 1968
Business
Inner Destinations October 2006 - Present
Carol Watson Brand, Exercise and Fitness Coaching June 1992 - Present
IBM September 1977 - June 1992
Dean Witter March 1969 - July 1974
Education
Golden Gate University 1983 — 1983
Data Processing
Indian Valley Community College 1975 — 1977
Assoc. in Science, Business
Bryant and Stratton Business College 1967 — 1968
Business
Steve Morgan, MBA Steve Morgan, MBA's DEAN WITTER Experience 1994 - March 1996
Job Agent with New York Life, dedicated to protecting the financial lives of business owners and families for 15 years.
Industry Insurance
Experience
NYLIFE Securities LLC June 1998 - Present
WaMu June 1996 - June 1998
Dean Witter 1994 - March 1996
United States Air Force November 1983 - August 1992
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Financial Services, Securities, IRAs, Wealth Preservation..., Investments, Annuity Sales, Asset Protection, 401(k) Rollovers, Gifting Strategies, Key person protection, Licensed in Life..., Licensed in Long-Term..., Protection..., Long-term Care, Life Insurance, Protection..., Disability Insurance, Key Person Protection
Education
Golden Gate University 1988 — 1990
MBA, Management
West Virginia University 1979 — 1983
B.S., Business
NYLIFE Securities LLC June 1998 - Present
WaMu June 1996 - June 1998
Dean Witter 1994 - March 1996
United States Air Force November 1983 - August 1992
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Financial Services, Securities, IRAs, Wealth Preservation..., Investments, Annuity Sales, Asset Protection, 401(k) Rollovers, Gifting Strategies, Key person protection, Licensed in Life..., Licensed in Long-Term..., Protection..., Long-term Care, Life Insurance, Protection..., Disability Insurance, Key Person Protection
Education
Golden Gate University 1988 — 1990
MBA, Management
West Virginia University 1979 — 1983
B.S., Business
Meredith Pensack Meredith Pensack's DEAN WITTER Experience 1980 - 1982
Job Owner, Long Term Care Insurance Planning
Industry Insurance
Experience
Long Term Care Insurance Planning 2003 - Present
Accountants Executive Search 1987 - 1989
Bank of America 1986 - 1987
Bank of America 1985 - 1986
Bank of America 1984 - 1985
Decimus Corporation 1982 - 1984
Dean Witter 1980 - 1982
Skills
Small Business, Public Speaking, Employee Benefits, Insurance, Long-term Care, Healthcare, Retirement, Long Term Care Insurance, Term Life Insurance, Customer Service, Sales, Management, Nonprofits, Strategy, Life Insurance, Leadership
Education
Golden Gate University 1983 — 1986
MS, Human Resources Management
Penn State University 1977 — 1980
BS
Long Term Care Insurance Planning 2003 - Present
Accountants Executive Search 1987 - 1989
Bank of America 1986 - 1987
Bank of America 1985 - 1986
Bank of America 1984 - 1985
Decimus Corporation 1982 - 1984
Dean Witter 1980 - 1982
Skills
Small Business, Public Speaking, Employee Benefits, Insurance, Long-term Care, Healthcare, Retirement, Long Term Care Insurance, Term Life Insurance, Customer Service, Sales, Management, Nonprofits, Strategy, Life Insurance, Leadership
Education
Golden Gate University 1983 — 1986
MS, Human Resources Management
Penn State University 1977 — 1980
BS
Richard Nervig Richard Nervig's DEAN WITTER Experience August 1988 - September 1989
Job President, Richard A. Nervig, P.C.
Industry Legal Services
Experience
Richard A. Nervig, P.C. January 2001 - Present
Nervig & Vorndran, LLC January 1998 - January 2001
Cristiano & Nervig October 1994 - December 1997
Greenbaum & Ferentz, LLP September 1993 - September 1994
Chatfield Dean 1993 - 1993
Dean Witter August 1988 - September 1989
Skills
Arbitration, Litigation, Civil Litigation, Commercial Litigation, Securities Regulation, Legal Writing, Securities, Corporate Law, Torts, Employment Law, Courts, Class Actions, Securities Litigation, Alternative Dispute..., Trial Practice, Mediation, Dispute Resolution, Construction Law, Trials, Personal Injury
Education
Ohio Northern University—Claude W. Pettit College of Law 1989 — 1992
JD, Law
Metropolitan State University of Denver 1986 — 1988
BA, Political Science
Richard A. Nervig, P.C. January 2001 - Present
Nervig & Vorndran, LLC January 1998 - January 2001
Cristiano & Nervig October 1994 - December 1997
Greenbaum & Ferentz, LLP September 1993 - September 1994
Chatfield Dean 1993 - 1993
Dean Witter August 1988 - September 1989
Skills
Arbitration, Litigation, Civil Litigation, Commercial Litigation, Securities Regulation, Legal Writing, Securities, Corporate Law, Torts, Employment Law, Courts, Class Actions, Securities Litigation, Alternative Dispute..., Trial Practice, Mediation, Dispute Resolution, Construction Law, Trials, Personal Injury
Education
Ohio Northern University—Claude W. Pettit College of Law 1989 — 1992
JD, Law
Metropolitan State University of Denver 1986 — 1988
BA, Political Science
Kenneth Kraetzer's DEAN WITTER Experience 1983 - 1986
Job Advisor on card customer benefit programs and media outreach for CBSIservices.com
Industry Financial Services
Experience
CBSI Services, Harrison, NY October 1990 - Present
WVOX 2007 - 2015
American Legion 2000 - 2015
Providence College Club of New York January 1981 - August 2009
Mercy College 2001 - 2007
Chase Manhattan Corporation 1986 - 1990
Dean Witter 1983 - 1986
American Express 1983 - 1985
Herbert Dunhill & Associates 1980 - 1982
Skills
Call Center, Product Development, Public Relations, Radio Broadcasting, Direct Marketing, teaching Business, Program Management, Call Centers, Database Marketing, Advertising, Strategic Partnerships, Marketing, Strategic Planning, Leadership, Strategy, Event Management, Sales, Segmentation, CRM, E-commerce, Digital Marketing, Marketing Strategy, Product Marketing, Online Advertising, Customer Retention, Social Media Marketing, Customer Acquisition, Lead Generation, Product Management, Business Development, Analytics, New Business Development, Integrated Marketing, Direct Mail, Digital Media, Relationship Marketing, Online Marketing, Digital Strategy, Email Marketing, Multi-channel Marketing, Mobile Marketing, Competitive Analysis, B2B Marketing, Mobile Devices, Marketing Management
Education
Hagan School of Business, Iona College 1981 — 1986
MBA, Information Systems
Mercy College 2001 — 2008
Instructor, Direct Marketing
Providence College 1975 — 1979
BS, Marketing
Pelham Memorial HS 1971 — 1975
CBSI Services, Harrison, NY October 1990 - Present
WVOX 2007 - 2015
American Legion 2000 - 2015
Providence College Club of New York January 1981 - August 2009
Mercy College 2001 - 2007
Chase Manhattan Corporation 1986 - 1990
Dean Witter 1983 - 1986
American Express 1983 - 1985
Herbert Dunhill & Associates 1980 - 1982
Skills
Call Center, Product Development, Public Relations, Radio Broadcasting, Direct Marketing, teaching Business, Program Management, Call Centers, Database Marketing, Advertising, Strategic Partnerships, Marketing, Strategic Planning, Leadership, Strategy, Event Management, Sales, Segmentation, CRM, E-commerce, Digital Marketing, Marketing Strategy, Product Marketing, Online Advertising, Customer Retention, Social Media Marketing, Customer Acquisition, Lead Generation, Product Management, Business Development, Analytics, New Business Development, Integrated Marketing, Direct Mail, Digital Media, Relationship Marketing, Online Marketing, Digital Strategy, Email Marketing, Multi-channel Marketing, Mobile Marketing, Competitive Analysis, B2B Marketing, Mobile Devices, Marketing Management
Education
Hagan School of Business, Iona College 1981 — 1986
MBA, Information Systems
Mercy College 2001 — 2008
Instructor, Direct Marketing
Providence College 1975 — 1979
BS, Marketing
Pelham Memorial HS 1971 — 1975
Antoine Allen Antoine Allen's DEAN WITTER Experience April 1997 - November 1997
Job Special Education Teacher New Brunswick HS/Boy's Varsity Basketball Coach Piscataway HS
Industry Primary/Secondary Education
Experience
New Brunswick High School September 2008 - Present
Piscataway High School May 2012 - Present
New Brunswick High School March 2010 - Present
New Brunswick High School September 2007 - May 2012
Banker's Trust/Deutsche Bank/State Street January 1999 - August 2003
Merrill Lynch November 1997 - January 1999
Dean Witter April 1997 - November 1997
Merrill Lynch September 1994 - April 1997
Skills
Special Education, Staff Development, Technology Integration, Public Speaking, Teaching, Leadership Development, Coaching, Microsoft Office, Community Outreach, Program Development, Nonprofits, Instructional Design, Customer Service, Educational Technology, Social Media
Education
Kean University 2004 — 2007
CE, Education
Saint Peter's University 1989 — 1994
Bachelor's, Business Management
New Brunswick High School September 2008 - Present
Piscataway High School May 2012 - Present
New Brunswick High School March 2010 - Present
New Brunswick High School September 2007 - May 2012
Banker's Trust/Deutsche Bank/State Street January 1999 - August 2003
Merrill Lynch November 1997 - January 1999
Dean Witter April 1997 - November 1997
Merrill Lynch September 1994 - April 1997
Skills
Special Education, Staff Development, Technology Integration, Public Speaking, Teaching, Leadership Development, Coaching, Microsoft Office, Community Outreach, Program Development, Nonprofits, Instructional Design, Customer Service, Educational Technology, Social Media
Education
Kean University 2004 — 2007
CE, Education
Saint Peter's University 1989 — 1994
Bachelor's, Business Management
Sterling Zerbe's DEAN WITTER Experience 1988 - 1991
Job Director, Branch Manager at UBS Financial Services
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley October 2000 - March 2012
JC Bradford December 1996 - October 2000
Interstate Johnson Lane July 1991 - December 1996
Dean Witter 1988 - 1991
Skills
Series 7, Series 65, Series 3, FINRA, Series 9, Series 10
Education
Florida State University
Pensacola Junior College
UBS March 2012 - Present
Morgan Stanley October 2000 - March 2012
JC Bradford December 1996 - October 2000
Interstate Johnson Lane July 1991 - December 1996
Dean Witter 1988 - 1991
Skills
Series 7, Series 65, Series 3, FINRA, Series 9, Series 10
Education
Florida State University
Pensacola Junior College
David Wernli, CEP's DEAN WITTER Experience 1993 - 1996
Job Financial Advisor, Owner, Spencer, Wernli & Wilson Advisors
Industry Financial Services
Experience
Spencer, Wernli & Wilson Advisors May 1996 - Present
Dean Witter 1993 - 1996
Skills
Retirement Planning, Securities, Small Business, Investments, Fixed Annuities, Financial Advisory, Insurance, Finance, Financial Services, Strategic Financial..., FINRA, Retirement, Wealth Management, Leadership, Mutual Funds, Portfolio Management, Estate Planning, Risk Management
Education
Kansas State University
BS
Spencer, Wernli & Wilson Advisors May 1996 - Present
Dean Witter 1993 - 1996
Skills
Retirement Planning, Securities, Small Business, Investments, Fixed Annuities, Financial Advisory, Insurance, Finance, Financial Services, Strategic Financial..., FINRA, Retirement, Wealth Management, Leadership, Mutual Funds, Portfolio Management, Estate Planning, Risk Management
Education
Kansas State University
BS
Frank J DeVito Frank J DeVito's DEAN WITTER Experience 1984 - 1998
Job Controller at Short Hills Aviation Services, LLC
Industry Financial Services
Experience
Short Hills Aviation, LLC March 2012 - Present
Weichert Realtors, Madison, NJ Office June 2010 - Present
H & R Block December 2008 - April 2009
Madison Area YMCA 2003 - 2009
School District of the Chathams April 1999 - April 2006
Morgan Stanley/Dean Witter 1984 - 1998
Dean Witter 1984 - 1998
Merrill Lynch 1978 - 1984
Skills
Accounting, Management, Research, Financial Analysis, Asset Management, Fundraising, Budgets, Finance, Sales, Financial Services, Leadership, Strategic Planning, Financial Reporting, Forecasting, Investments, Microsoft Excel, Strategic Financial..., Not for Profit Board..., Payroll, Managerial Finance
Education
Pace University 1982 — 1989
MBA, Accounting/Financial Management
Fordham University 1972 — 1976
BS, Accounting
Fordham Prep 1968 — 1972
Bachelor of Science (BS), Accounting
Short Hills Aviation, LLC March 2012 - Present
Weichert Realtors, Madison, NJ Office June 2010 - Present
H & R Block December 2008 - April 2009
Madison Area YMCA 2003 - 2009
School District of the Chathams April 1999 - April 2006
Morgan Stanley/Dean Witter 1984 - 1998
Dean Witter 1984 - 1998
Merrill Lynch 1978 - 1984
Skills
Accounting, Management, Research, Financial Analysis, Asset Management, Fundraising, Budgets, Finance, Sales, Financial Services, Leadership, Strategic Planning, Financial Reporting, Forecasting, Investments, Microsoft Excel, Strategic Financial..., Not for Profit Board..., Payroll, Managerial Finance
Education
Pace University 1982 — 1989
MBA, Accounting/Financial Management
Fordham University 1972 — 1976
BS, Accounting
Fordham Prep 1968 — 1972
Bachelor of Science (BS), Accounting
Kathleen White Weinstein Kathleen White Weinstein's DEAN WITTER Experience January 1989 - April 1991
Job Founder & CEO at WHATZUP
Industry Online Media
Experience
WHATZUP February 2014 - Present
A Seed's Life January 2007 - Present
Kidder Peabody / UBS PaineWebber October 1991 - April 2000
Dean Witter January 1989 - April 1991
Drexel Burnham Lambert September 1986 - June 1988
Skills
Social Media, Options, Marketing, Entrepreneurship, Start-ups, Strategic Planning
Education
Fairleigh Dickinson University 1985 — 1986
Saint Mary's College 1981 — 1985
BS, Biology
sMC ND
WHATZUP February 2014 - Present
A Seed's Life January 2007 - Present
Kidder Peabody / UBS PaineWebber October 1991 - April 2000
Dean Witter January 1989 - April 1991
Drexel Burnham Lambert September 1986 - June 1988
Skills
Social Media, Options, Marketing, Entrepreneurship, Start-ups, Strategic Planning
Education
Fairleigh Dickinson University 1985 — 1986
Saint Mary's College 1981 — 1985
BS, Biology
sMC ND
Rollin Gilbreath Tod's DEAN WITTER Experience 1984 - 1987
Job Senior Partner at Prescott Blair Group
Industry Staffing and Recruiting
Experience
Prescott Blair Group September 2013 - Present
StoneHouse Search Partners LLC May 2013 - September 2013
Prescott Blair Group April 2011 - June 2012
Keller Williams January 2010 - January 2011
Ratliff & Taylor : Executive Search November 2008 - November 2009
First of Michigan August 1997 - June 1999
The Kensington Group January 1992 - July 1996
Bear Stearns & Co. 1987 - 1992
Dean Witter 1984 - 1987
Smith Barney 1979 - 1984
Education
University of Denver
psychology
Lake Forest College
Berkshire School
High School, High School/Secondary Diplomas and Certificates
Saxe Middle School
Prescott Blair Group September 2013 - Present
StoneHouse Search Partners LLC May 2013 - September 2013
Prescott Blair Group April 2011 - June 2012
Keller Williams January 2010 - January 2011
Ratliff & Taylor : Executive Search November 2008 - November 2009
First of Michigan August 1997 - June 1999
The Kensington Group January 1992 - July 1996
Bear Stearns & Co. 1987 - 1992
Dean Witter 1984 - 1987
Smith Barney 1979 - 1984
Education
University of Denver
psychology
Lake Forest College
Berkshire School
High School, High School/Secondary Diplomas and Certificates
Saxe Middle School
Bob Kunath Bob Kunath's DEAN WITTER Experience 1985 - 1988
Job Owner Kunath Enterprises
Industry Executive Office
Experience
Waterway Guide June 2006 - Present
Alexander Samuels Realty Group LLC January 1998 - Present
Skipper Bob Publications January 2009 - January 2010
SPS Payment Systems 1988 - 1999
Dean Witter 1985 - 1988
Discover Financial Services 1985 - 1988
Sears, Roebuck and Co. 1963 - 1985
Skills
Strategic Planning, Budgets, Customer Service, Microsoft Excel, Accounting, Microsoft Word, Bookkeeping, Microsoft Office, Financial Analysis, PowerPoint, Accounts Payable, Public Speaking, Due Diligence, Team Building, Accounts Receivable, Small Business, Process Improvement, Outlook, Project Management, Technical Writing, Yachting, Property Management, Internet, Operating Systems, Leadership, Financial Reporting, Retail, Social Networking, New Business Development, Account Management, Sailing, Time Management, Business Planning, Training, Boat
Education
Fairleigh Dickinson University
BS, Accounting, Business Mgt
University of Illinois at Urbana-Champaign
CPA, Accounting
Waterway Guide June 2006 - Present
Alexander Samuels Realty Group LLC January 1998 - Present
Skipper Bob Publications January 2009 - January 2010
SPS Payment Systems 1988 - 1999
Dean Witter 1985 - 1988
Discover Financial Services 1985 - 1988
Sears, Roebuck and Co. 1963 - 1985
Skills
Strategic Planning, Budgets, Customer Service, Microsoft Excel, Accounting, Microsoft Word, Bookkeeping, Microsoft Office, Financial Analysis, PowerPoint, Accounts Payable, Public Speaking, Due Diligence, Team Building, Accounts Receivable, Small Business, Process Improvement, Outlook, Project Management, Technical Writing, Yachting, Property Management, Internet, Operating Systems, Leadership, Financial Reporting, Retail, Social Networking, New Business Development, Account Management, Sailing, Time Management, Business Planning, Training, Boat
Education
Fairleigh Dickinson University
BS, Accounting, Business Mgt
University of Illinois at Urbana-Champaign
CPA, Accounting
Adrienne Ryan Pinto Adrienne Ryan Pinto's DEAN WITTER Experience April 1989 - March 1993
Job Program and Project Management, Readiness/Change Management
Industry Financial Services
Experience
TIAA-CREF May 2011 - Present
TIAA-CREF December 2008 - April 2011
TIAA-CREF July 1999 - December 2008
Morgan Stanley October 1998 - June 1999
Morgan Stanley April 1993 - September 1998
Dean Witter April 1989 - March 1993
Dean Witter April 1986 - March 1989
Dean Witter September 1984 - March 1986
Skills
Management, Project Management, Program Management, Project Planning, Budgets, Quality Assurance, Business Planning, Customer Service, Marketing Communications, Time Management, Call Centers, MS Project, Process Improvement, Mutual Funds, Vendor Management, Risk Management, Business Analysis
Education
Marist College 1980 — 1984
Bachelor, Science Business Administration; Finance
TIAA-CREF May 2011 - Present
TIAA-CREF December 2008 - April 2011
TIAA-CREF July 1999 - December 2008
Morgan Stanley October 1998 - June 1999
Morgan Stanley April 1993 - September 1998
Dean Witter April 1989 - March 1993
Dean Witter April 1986 - March 1989
Dean Witter September 1984 - March 1986
Skills
Management, Project Management, Program Management, Project Planning, Budgets, Quality Assurance, Business Planning, Customer Service, Marketing Communications, Time Management, Call Centers, MS Project, Process Improvement, Mutual Funds, Vendor Management, Risk Management, Business Analysis
Education
Marist College 1980 — 1984
Bachelor, Science Business Administration; Finance
Nancy Cibic's DEAN WITTER Experience March 1989 - August 1990
Job Compliance & Contracting Rep.
Industry Government Administration
Experience
Federal Aviation Administration March 1979 - Present
Federal Aviation Administration September 1972 - April 1995
Dean Witter March 1989 - August 1990
Ameritech July 1984 - April 1989
Skills
Strategic Planning, Program Management, Government, Project Management, Project Planning, Public Policy, Contract Negotiation, Policy, Organizational..., Public Relations, Research, Public Speaking, Leadership Development, Management Consulting, Program Development, Leadership, Team Building, Analysis, Training
Education
Northeastern Illinois University 1985 — 1988
Economics
FAA Aeronautical Center 1974 — 1976
Obstruction Evaluation and Airport Airspace Analysis Certification, Airport Evaluation
Defense Acquisition University
Contracting Officer Representative, Procurement/Acquisitions and Contracts Management
Federal Aviation Administration March 1979 - Present
Federal Aviation Administration September 1972 - April 1995
Dean Witter March 1989 - August 1990
Ameritech July 1984 - April 1989
Skills
Strategic Planning, Program Management, Government, Project Management, Project Planning, Public Policy, Contract Negotiation, Policy, Organizational..., Public Relations, Research, Public Speaking, Leadership Development, Management Consulting, Program Development, Leadership, Team Building, Analysis, Training
Education
Northeastern Illinois University 1985 — 1988
Economics
FAA Aeronautical Center 1974 — 1976
Obstruction Evaluation and Airport Airspace Analysis Certification, Airport Evaluation
Defense Acquisition University
Contracting Officer Representative, Procurement/Acquisitions and Contracts Management
Scott C. Kline Scott C. Kline's DEAN WITTER Experience May 1992 - January 2000
Job Commercial Real Estate Officer at Public Service Credit Union
Industry Banking
Experience
Public Service Credit Union August 2014 - Present
JP Morgan February 2011 - January 2014
Morgan Stanley March 2008 - February 2011
US Bank January 2000 - March 2008
Dean Witter May 1992 - January 2000
Skills
Commercial Banking, Risk Management, Private Banking, Loan Structuring, Credit, Underwriting, Loans, Wealth Management, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Asset Allocation, Mortgage Lending, Corporate Finance, Loan Origination, Investment Banking, Relationship Management, Investments, Asset Management, Portfolio Management, Series 63, Series 7, Treasury Management, Financial Advisory, Small Business Lending, Consumer Lending, Cash Management, Credit Risk, Financial Structuring
Education
Ohio Wesleyan University 1987 — 1992
B.A., Finance/History
Summit High School- Summit, NJ
Public Service Credit Union August 2014 - Present
JP Morgan February 2011 - January 2014
Morgan Stanley March 2008 - February 2011
US Bank January 2000 - March 2008
Dean Witter May 1992 - January 2000
Skills
Commercial Banking, Risk Management, Private Banking, Loan Structuring, Credit, Underwriting, Loans, Wealth Management, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Asset Allocation, Mortgage Lending, Corporate Finance, Loan Origination, Investment Banking, Relationship Management, Investments, Asset Management, Portfolio Management, Series 63, Series 7, Treasury Management, Financial Advisory, Small Business Lending, Consumer Lending, Cash Management, Credit Risk, Financial Structuring
Education
Ohio Wesleyan University 1987 — 1992
B.A., Finance/History
Summit High School- Summit, NJ
David S. Rodriguez's DEAN WITTER Experience January 1992 - November 1997
Job Medicare annual enrollment period starts October 15 and goes until December 7, let me know how I can help.
Industry Insurance
Experience
DR Insurance, Combined Insurance September 2010 - Present
DR Insurance September 2010 - Present
The Collection January 2008 - November 2010
Dean Witter January 1992 - November 1997
Paine Webber December 1986 - January 1992
Skills
Fixed Annuities, Insurance, Life Insurance, Investments, Long-term Care, Retirement, IRAs, Mutual Funds, Health Insurance, Retirement Planning, Sales, Equities, Financial Planning, Employee Benefits, Strategic Planning, Estate Planning, Whole Life, Medicare, Term Life Insurance, 401k, Long Term Care Insurance, Universal Life, Management, Strategic Financial..., Disability Insurance, Financial Planners, Finance, Financial Services, Wealth Management, Selling, ETFs, Portfolio Management, Asset Allocation, Small Business, Medicare Part D, Critical Illness, Financial Advisory, Risk Management, Leadership, Long Term Care, Annuities, Medicare Supplements, Medicare Advantage, Individual supplemental..., Investment Strategies, Fixed Income
Education
New Hampshire College 1980 — 1982
Bachelor of Business Administration (BBA), Accounting and Economics
Miami Dade College 1973 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration/Marketing
DR Insurance, Combined Insurance September 2010 - Present
DR Insurance September 2010 - Present
The Collection January 2008 - November 2010
Dean Witter January 1992 - November 1997
Paine Webber December 1986 - January 1992
Skills
Fixed Annuities, Insurance, Life Insurance, Investments, Long-term Care, Retirement, IRAs, Mutual Funds, Health Insurance, Retirement Planning, Sales, Equities, Financial Planning, Employee Benefits, Strategic Planning, Estate Planning, Whole Life, Medicare, Term Life Insurance, 401k, Long Term Care Insurance, Universal Life, Management, Strategic Financial..., Disability Insurance, Financial Planners, Finance, Financial Services, Wealth Management, Selling, ETFs, Portfolio Management, Asset Allocation, Small Business, Medicare Part D, Critical Illness, Financial Advisory, Risk Management, Leadership, Long Term Care, Annuities, Medicare Supplements, Medicare Advantage, Individual supplemental..., Investment Strategies, Fixed Income
Education
New Hampshire College 1980 — 1982
Bachelor of Business Administration (BBA), Accounting and Economics
Miami Dade College 1973 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration/Marketing
Ivette Brandon Ivette Brandon's DEAN WITTER Experience 1986 - 1997
Job Executive Director Enterprise Telecommunications at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 1997 - Present
Dean Witter 1986 - 1997
Skills
Vendor Management, Data Center, Market Data, Telecommunications, Enterprise Architecture, SDLC, IT Operations, Unix, ITIL, Business Analysis, IT Strategy, VoIP, Infrastructure, Disaster Recovery, IT Management, Project Portfolio..., PMO, Software Project..., Enterprise Software, Program Management, Security, Low Latency, Project Delivery, IT Service Management, IP, Outsourcing, Networking, Information Technology, Cloud Computing, Integration, Business Continuity, PMP, Cisco Technologies
Education
Pace University 1994 — 1998
BA, Computer Science / Information Systems
Morgan Stanley May 1997 - Present
Dean Witter 1986 - 1997
Skills
Vendor Management, Data Center, Market Data, Telecommunications, Enterprise Architecture, SDLC, IT Operations, Unix, ITIL, Business Analysis, IT Strategy, VoIP, Infrastructure, Disaster Recovery, IT Management, Project Portfolio..., PMO, Software Project..., Enterprise Software, Program Management, Security, Low Latency, Project Delivery, IT Service Management, IP, Outsourcing, Networking, Information Technology, Cloud Computing, Integration, Business Continuity, PMP, Cisco Technologies
Education
Pace University 1994 — 1998
BA, Computer Science / Information Systems
Annemarie Pionegro's DEAN WITTER Experience March 1988 - May 1992
Job Billing Specialist at Fedcap Rehabilitation Services
Industry Financial Services
Experience
Fedcap Rehabilitation Services June 2015 - Present
Catholic Charities February 2012 - March 2015
Catholic Charities February 2007 - February 2012
Catholic Charities May 2006 - January 2007
Charles Schwab February 1999 - August 2001
HTS Trading May 1992 - September 1997
Dean Witter March 1988 - May 1992
Skills
Budgets, Microsoft Excel, Outlook, Nonprofits, Microsoft Word, PowerPoint, Strategic Planning, Customer Service, Research, Public Speaking, English, Windows, Photoshop, Editing, Team Building, Fundraising, Social Services, Program Management, Billing, OPWDD
Education
Molloy College 2013 — 2014
Pharmacy Technician, Pharmacy Technician/Assistant
St. John's University
Liberal Arts and Sciences/Liberal Studies
Fedcap Rehabilitation Services June 2015 - Present
Catholic Charities February 2012 - March 2015
Catholic Charities February 2007 - February 2012
Catholic Charities May 2006 - January 2007
Charles Schwab February 1999 - August 2001
HTS Trading May 1992 - September 1997
Dean Witter March 1988 - May 1992
Skills
Budgets, Microsoft Excel, Outlook, Nonprofits, Microsoft Word, PowerPoint, Strategic Planning, Customer Service, Research, Public Speaking, English, Windows, Photoshop, Editing, Team Building, Fundraising, Social Services, Program Management, Billing, OPWDD
Education
Molloy College 2013 — 2014
Pharmacy Technician, Pharmacy Technician/Assistant
St. John's University
Liberal Arts and Sciences/Liberal Studies
Orlando Camacho Orlando Camacho's DEAN WITTER Experience February 1990 - September 1991
Job Associate Director at UBS
Industry Financial Services
Experience
UBS November 2010 - Present
Wachovia, A Wells Fargo Company June 2010 - November 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Citigroup 2003 - 2010
UBS July 2002 - June 2003
CDS Companies 2003 - 2003
Guardian Life Insurance 1997 - 2001
Shearson Lehman - Smith Barney September 1991 - April 1996
Dean Witter February 1990 - September 1991
Skills
COBOL, DB2, XML, JavaScript, HTML, REXX, Mainframe, JCL, VSAM, TSO, Visual Basic, Fileaid, Linux, MVS, SDLC, Software Development, Programming, IBM Mainframe, CICS, Business Analysis, Endeavor, Requirements Analysis, Visio, Systems Analysis, Software Project..., Java, Unix
Education
La Guardia CC 1982 — 1986
Associate's degree, Computer Programming
LaGuardia Community College 1982 — 1986
Associates, Computer Science
UBS November 2010 - Present
Wachovia, A Wells Fargo Company June 2010 - November 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Citigroup 2003 - 2010
UBS July 2002 - June 2003
CDS Companies 2003 - 2003
Guardian Life Insurance 1997 - 2001
Shearson Lehman - Smith Barney September 1991 - April 1996
Dean Witter February 1990 - September 1991
Skills
COBOL, DB2, XML, JavaScript, HTML, REXX, Mainframe, JCL, VSAM, TSO, Visual Basic, Fileaid, Linux, MVS, SDLC, Software Development, Programming, IBM Mainframe, CICS, Business Analysis, Endeavor, Requirements Analysis, Visio, Systems Analysis, Software Project..., Java, Unix
Education
La Guardia CC 1982 — 1986
Associate's degree, Computer Programming
LaGuardia Community College 1982 — 1986
Associates, Computer Science
Robert Maranzano Robert Maranzano's DEAN WITTER Experience September 1978 - February 1984
Job AVP at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company August 2009 - Present
Pershing June 2008 - December 2008
Cantor Fitzgerald July 2007 - March 2008
Fortis Securities LLC March 2007 - July 2007
US Clearing Corporation September 1984 - March 2007
Dean Witter September 1978 - February 1984
White, Weld & Co. June 1977 - September 1978
Skills
Back Office, Corporate Actions, Finance, Financial Services, Fixed Income, Securities, Settlement, Account Reconciliation, Equities, Bloomberg, General Ledger, Accounts Payable, Financial Reporting, Asset, Bonds, Hedge Funds, Series 7, Securities Lending, Prime Brokerage, Capital Markets, Derivatives
Education
University of Pennsylvania - The Wharton School 1997 — 1999
SIA Program Studies
Pace University 1977 — 1977
accounting
Kingsborough Community College 1975 — 1976
accounting
Jefferies & Company August 2009 - Present
Pershing June 2008 - December 2008
Cantor Fitzgerald July 2007 - March 2008
Fortis Securities LLC March 2007 - July 2007
US Clearing Corporation September 1984 - March 2007
Dean Witter September 1978 - February 1984
White, Weld & Co. June 1977 - September 1978
Skills
Back Office, Corporate Actions, Finance, Financial Services, Fixed Income, Securities, Settlement, Account Reconciliation, Equities, Bloomberg, General Ledger, Accounts Payable, Financial Reporting, Asset, Bonds, Hedge Funds, Series 7, Securities Lending, Prime Brokerage, Capital Markets, Derivatives
Education
University of Pennsylvania - The Wharton School 1997 — 1999
SIA Program Studies
Pace University 1977 — 1977
accounting
Kingsborough Community College 1975 — 1976
accounting
Samuel D. Moss MBA's DEAN WITTER Experience May 1984 - January 1994
Job President at 4M Capital and Retirement Services
Industry Financial Services
Experience
North Ridge Securities Corp 2003 - Present
4M Capital and Retirement Services January 1999 - Present
Prudential Securities January 1994 - January 1999
Dean Witter May 1984 - January 1994
Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Retirement, Insurance, 401k, Financial Services, Financial Advisory, Investment Management, Wealth, Pensions, Mutual Funds, Mortgage Lending, Finance, Employee Benefits, Management, Small Business, Series 63, Series 7, Fixed Annuities, Investment Advisory, Asset Allocation, ETFs, Wealth Management, IRAs, Wealth Management..., Financial Planning
Education
Hofstra University 1979 — 1981
MBA, Finance
Wantagh High School 1972 — 1975
North Ridge Securities Corp 2003 - Present
4M Capital and Retirement Services January 1999 - Present
Prudential Securities January 1994 - January 1999
Dean Witter May 1984 - January 1994
Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Retirement, Insurance, 401k, Financial Services, Financial Advisory, Investment Management, Wealth, Pensions, Mutual Funds, Mortgage Lending, Finance, Employee Benefits, Management, Small Business, Series 63, Series 7, Fixed Annuities, Investment Advisory, Asset Allocation, ETFs, Wealth Management, IRAs, Wealth Management..., Financial Planning
Education
Hofstra University 1979 — 1981
MBA, Finance
Wantagh High School 1972 — 1975
Barry M Guess Barry M Guess's DEAN WITTER Experience May 1992 - February 1998
Job Independent Financial Services Professional
Industry Financial Services
Experience
BGuess March 1998 - Present
Barry Guess 1998 - 2012
Dean Witter May 1992 - February 1998
Education
Jacksonville State University 1976 — 1978
Bachelor of Science (BS), Banking and Finance
BGuess March 1998 - Present
Barry Guess 1998 - 2012
Dean Witter May 1992 - February 1998
Education
Jacksonville State University 1976 — 1978
Bachelor of Science (BS), Banking and Finance
Adam Birnbaum Adam Birnbaum's DEAN WITTER Experience October 1985 - May 1997
Job Managing Director at AdMedia Partners
Industry Investment Banking
Experience
AdMedia Partners September 2013 - Present
Grandwood Capital LLC January 2003 - Present
Prudential Securities May 1997 - September 2002
Dean Witter October 1985 - May 1997
Skills
Investment Banking, Private Equity, Mergers, Capital Markets, Restaurants, Business Services, Corporate Finance, Equities, Financial Modeling, Hedge Funds, Private Equity Firms, Fixed Income, Valuation
Education
New York University 1985 — 1989
Master of Business Administration (MBA), Finance
New York University 1980 — 1984
Bachelor of Science, International Business and Finance
The Bronx High School of Science
AdMedia Partners September 2013 - Present
Grandwood Capital LLC January 2003 - Present
Prudential Securities May 1997 - September 2002
Dean Witter October 1985 - May 1997
Skills
Investment Banking, Private Equity, Mergers, Capital Markets, Restaurants, Business Services, Corporate Finance, Equities, Financial Modeling, Hedge Funds, Private Equity Firms, Fixed Income, Valuation
Education
New York University 1985 — 1989
Master of Business Administration (MBA), Finance
New York University 1980 — 1984
Bachelor of Science, International Business and Finance
The Bronx High School of Science
Angela Baurley Angela Baurley's DEAN WITTER Experience June 1997 - November 2002
Job Cofounder and Managing Partner at Affinity Financial Group
Industry Financial Services
Experience
Affinity Financial Group January 2002 - Present
Dean Witter June 1997 - November 2002
Skills
Registered Securities..., Registered Investment..., Series 24, Series 7, Series 65, Series 63, Series 31
Education
University of Arizona, Eller College of Management 1997 — 1999
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1989 — 1993
Bachelor of Arts (B.A.)
Affinity Financial Group January 2002 - Present
Dean Witter June 1997 - November 2002
Skills
Registered Securities..., Registered Investment..., Series 24, Series 7, Series 65, Series 63, Series 31
Education
University of Arizona, Eller College of Management 1997 — 1999
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1989 — 1993
Bachelor of Arts (B.A.)
Craig Spielmann Craig Spielmann's DEAN WITTER Experience 1984 - 1989
Job Global Head of Enterprise Risk Management Strategy at First Data Corporation
Industry Banking
Experience
First Data Corporation May 2015 - Present
Royal Bank of Scotland 2013 - October 2014
RBS 2011 - 2013
Pcubed 2009 - 2011
Citi 2006 - 2009
Fitch Ratings Algorithmics 2005 - 2006
J.P. Morgan 2000 - 2005
J.P. Morgan 1996 - 2000
J.P. Morgan 1989 - 1996
Dean Witter 1984 - 1989
Skills
Operational Risk..., Sales, Marketing, Contract Negotiation, Software Development, Risk Management, Banking, Financial Services, Strategic Thinking, CRM, Change Management, Basel II, Internal Controls, Program Management, Sarbanes-Oxley Act, Corporate Governance, Training, Information Security, Governance, Process Improvement, Budgets, Outsourcing, Management Consulting, Internal Audit, Management, Business Development, Business Analysis, Strategy, Enterprise Risk..., Capital Markets, Risk Assessment, Business Process..., IT Strategy
Education
Iona College 1976 — 1979
BA Bachelor of Arts, Double Major: History & Communications
Salesian High School 1970 — 1974
First Data Corporation May 2015 - Present
Royal Bank of Scotland 2013 - October 2014
RBS 2011 - 2013
Pcubed 2009 - 2011
Citi 2006 - 2009
Fitch Ratings Algorithmics 2005 - 2006
J.P. Morgan 2000 - 2005
J.P. Morgan 1996 - 2000
J.P. Morgan 1989 - 1996
Dean Witter 1984 - 1989
Skills
Operational Risk..., Sales, Marketing, Contract Negotiation, Software Development, Risk Management, Banking, Financial Services, Strategic Thinking, CRM, Change Management, Basel II, Internal Controls, Program Management, Sarbanes-Oxley Act, Corporate Governance, Training, Information Security, Governance, Process Improvement, Budgets, Outsourcing, Management Consulting, Internal Audit, Management, Business Development, Business Analysis, Strategy, Enterprise Risk..., Capital Markets, Risk Assessment, Business Process..., IT Strategy
Education
Iona College 1976 — 1979
BA Bachelor of Arts, Double Major: History & Communications
Salesian High School 1970 — 1974
Robert Vogel's DEAN WITTER Experience June 1994 - January 1997
Job Trial Attorney helping the injured, the accused and the abused to find justice
Industry Law Practice
Experience
The Vogel Law Firm January 2004 - Present
Woolf, McClane January 2003 - January 2004
District Attorney for New York County, NY September 2001 - December 2003
New York County District Attorney's Office September 2001 - December 2003
Morgan Stanely July 1997 - November 2000
First Union Bank January 1997 - July 1997
Dean Witter June 1994 - January 1997
Dean Witter Discover and Company July 1991 - January 1997
US Army January 1989 - January 1991
Delaware Tech January 1987 - January 1989
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Criminal Law, Courts, Criminal Defense, Legal Writing, Appeals, International Law, Trial Practice, Arbitration, Intellectual Property, Employment Law, Family Law, Personal Injury, Dispute Resolution, Mediation, Trials, Legal Assistance, Hearings, Licensing, Bankruptcy, Torts, Breach Of Contract, Motions, Dispute, Personal Injury...
Education
Rutgers University School of Law
Juris Doctor, Law
Rutgers University School of Law - Newark 1998 — 2001
Jd, Law
University of Tennessee-Knoxville 1979 — 1983
BA, English
University of Tennessee
B.A, English
Muhlenberg College 1977 — 1978
English/Business
Pequannock Township High School 1973 — 1977
Delaware Tech
s Conference
Tennessee Law Institute
Post-Graduate classes, English Language and Drama
The Vogel Law Firm January 2004 - Present
Woolf, McClane January 2003 - January 2004
District Attorney for New York County, NY September 2001 - December 2003
New York County District Attorney's Office September 2001 - December 2003
Morgan Stanely July 1997 - November 2000
First Union Bank January 1997 - July 1997
Dean Witter June 1994 - January 1997
Dean Witter Discover and Company July 1991 - January 1997
US Army January 1989 - January 1991
Delaware Tech January 1987 - January 1989
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Criminal Law, Courts, Criminal Defense, Legal Writing, Appeals, International Law, Trial Practice, Arbitration, Intellectual Property, Employment Law, Family Law, Personal Injury, Dispute Resolution, Mediation, Trials, Legal Assistance, Hearings, Licensing, Bankruptcy, Torts, Breach Of Contract, Motions, Dispute, Personal Injury...
Education
Rutgers University School of Law
Juris Doctor, Law
Rutgers University School of Law - Newark 1998 — 2001
Jd, Law
University of Tennessee-Knoxville 1979 — 1983
BA, English
University of Tennessee
B.A, English
Muhlenberg College 1977 — 1978
English/Business
Pequannock Township High School 1973 — 1977
Delaware Tech
s Conference
Tennessee Law Institute
Post-Graduate classes, English Language and Drama
Wale Tam Wale Tam's DEAN WITTER Experience May 1992 - July 1995
Job Financial Advisor at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. September 2011 - Present
HSBC May 2008 - August 2011
Merrill Lynch July 2001 - May 2008
Charles Schwab August 1995 - May 2001
Dean Witter May 1992 - July 1995
Skills
Equities, Mutual Funds, Government Bonds, Municipal Bonds, Options, Estate Planning, Investments, High Yield Bonds, Life Insurance, Asset Allocation, Asset Management, Bonds, Finance, Financial Advisory, Financial Planners, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Options Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Stocks, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
New York University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brooklyn Tech High School 1973 — 1977
R. Seelaus & Co., Inc. September 2011 - Present
HSBC May 2008 - August 2011
Merrill Lynch July 2001 - May 2008
Charles Schwab August 1995 - May 2001
Dean Witter May 1992 - July 1995
Skills
Equities, Mutual Funds, Government Bonds, Municipal Bonds, Options, Estate Planning, Investments, High Yield Bonds, Life Insurance, Asset Allocation, Asset Management, Bonds, Finance, Financial Advisory, Financial Planners, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Options Strategies, Portfolio Management, Retirement, Retirement Planning, Securities, Series 63, Series 7, Stocks, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
New York University 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brooklyn Tech High School 1973 — 1977
Anthony Martucci Anthony Martucci's DEAN WITTER Experience 1985 - 1993
Job Vice President IE Service Delivery Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2014 - Present
Morgan Stanley September 2010 - April 2014
Avaya Platinum Business Partner November 2003 - September 2010
Gruntal & Co (acquisition by Ryan Beck) 2000 - 2003
Smith Barney Citigroup 1993 - 2000
Dean Witter 1985 - 1993
Skills
Negotiation, Project Planning, Management, Forecasting, VoIP, Data Center, Avaya, Unified Communications, Call Center, Telecommunications, Telephony, Professional Services, Disaster Recovery, Managed Services, Strategic Planning, Cisco Routers, Avaya Communication..., Cisco Technologies, IPC, Speakerbus, BT, Thompson One, Reuters, Program Management, PMP, PMO, PMBOK, Vendor Management, Vendor Relationships, Project Management, Call Centers, Information Technology, Network Architecture
Education
Villanova University 2006 — 2006
Project Management Professional (PMP)
Kean University 1985 — 1991
BS, Business Management\ Leadership
Bank of America May 2014 - Present
Morgan Stanley September 2010 - April 2014
Avaya Platinum Business Partner November 2003 - September 2010
Gruntal & Co (acquisition by Ryan Beck) 2000 - 2003
Smith Barney Citigroup 1993 - 2000
Dean Witter 1985 - 1993
Skills
Negotiation, Project Planning, Management, Forecasting, VoIP, Data Center, Avaya, Unified Communications, Call Center, Telecommunications, Telephony, Professional Services, Disaster Recovery, Managed Services, Strategic Planning, Cisco Routers, Avaya Communication..., Cisco Technologies, IPC, Speakerbus, BT, Thompson One, Reuters, Program Management, PMP, PMO, PMBOK, Vendor Management, Vendor Relationships, Project Management, Call Centers, Information Technology, Network Architecture
Education
Villanova University 2006 — 2006
Project Management Professional (PMP)
Kean University 1985 — 1991
BS, Business Management\ Leadership
Anthony Scardino Anthony Scardino's DEAN WITTER Experience November 1989 - January 1993
Job Vice President Of Marketing & Sales at Agelity
Industry Pharmaceuticals
Experience
Agelity January 2010 - Present
Robert Half Finance & Accounting January 2007 - January 2010
Fidelity Investments September 2004 - January 2007
Bear Stearns January 1993 - September 2004
Dean Witter November 1989 - January 1993
Skills
Financial Analysis, Strategic Planning, Budgets, Recruiting, Forecasting, Customer Service, Mergers, Financial Modeling, Leadership, Financial Reporting, Accounting, Non-profits, Public Speaking, Microsoft Excel, Process Improvement, Employee Benefits, Team Building, Investments, Equities, Microsoft Office
Education
Pace University 1986 — 1989
Bachelor of Science (BS)
Agelity January 2010 - Present
Robert Half Finance & Accounting January 2007 - January 2010
Fidelity Investments September 2004 - January 2007
Bear Stearns January 1993 - September 2004
Dean Witter November 1989 - January 1993
Skills
Financial Analysis, Strategic Planning, Budgets, Recruiting, Forecasting, Customer Service, Mergers, Financial Modeling, Leadership, Financial Reporting, Accounting, Non-profits, Public Speaking, Microsoft Excel, Process Improvement, Employee Benefits, Team Building, Investments, Equities, Microsoft Office
Education
Pace University 1986 — 1989
Bachelor of Science (BS)
Christopher Frohne's DEAN WITTER Experience 1993 - 1998
Job Vice President at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein June 2008 - Present
Morgan Stanley August 2005 - June 2008
Morgan Stanley 1998 - 2005
SW NETWORKS: SMOOTH FM 1996 - 1998
Dean Witter 1993 - 1998
WRCN Radio 103.9 fm 1993 - 1994
WNYC Radio 1992 - 1993
WGSM RADIO 740 AM 1992 - 1993
WGBB 1240 AM Radio 1989 - 1993
WBAB RADIO 102.3 1986 - 1989
Skills
Video, Vendor Management, Integration, Video Conferencing, AV, Program Management, Telepresence, Project Management, Team Leadership, Management, Multimedia, Training, Unified Communications, Leadership, Cloud Computing, Business Development, Product Management, SaaS, Broadcast, Enterprise Software, Project Planning, Strategy, New Business Development, IT Strategy, Business Process, Budgets, Data Center, Networking, Telecommunications, IT Management, Strategic Partnerships, Infrastructure, Disaster Recovery, Start-ups, Outsourcing
Education
LIU Post 1983 — 1987
Alliance Bernstein June 2008 - Present
Morgan Stanley August 2005 - June 2008
Morgan Stanley 1998 - 2005
SW NETWORKS: SMOOTH FM 1996 - 1998
Dean Witter 1993 - 1998
WRCN Radio 103.9 fm 1993 - 1994
WNYC Radio 1992 - 1993
WGSM RADIO 740 AM 1992 - 1993
WGBB 1240 AM Radio 1989 - 1993
WBAB RADIO 102.3 1986 - 1989
Skills
Video, Vendor Management, Integration, Video Conferencing, AV, Program Management, Telepresence, Project Management, Team Leadership, Management, Multimedia, Training, Unified Communications, Leadership, Cloud Computing, Business Development, Product Management, SaaS, Broadcast, Enterprise Software, Project Planning, Strategy, New Business Development, IT Strategy, Business Process, Budgets, Data Center, Networking, Telecommunications, IT Management, Strategic Partnerships, Infrastructure, Disaster Recovery, Start-ups, Outsourcing
Education
LIU Post 1983 — 1987
Matthew Jozwiak Matthew Jozwiak's DEAN WITTER Experience December 1992 - January 1995
Job Senior Vice President Financial Institutions Group at Griffin Financial Group
Industry Banking
Experience
Griffin Financial Group October 2009 - Present
Sovereign Bank February 1996 - September 2009
Dean Witter December 1992 - January 1995
Skills
Portfolio Management, Mergers & Acquisitions, Finance, Valuation, Capital Markets, Investments, Banking, Investment Banking, Financial Risk, Strategy, Forecasting, Securities, Business Strategy, Management, Strategic Planning, Auditing, Financial Accounting, Funding, ALM, Interest Rate Risk..., Series 7, Cash Management, Financial Analysis, Internal Controls, Credit Risk, Financial Services, Mergers
Education
Penn State University 1989 — 1992
B.S., Quantitative Business Analysis
Indiana University of Pennsylvania 1988 — 1989
Business
Griffin Financial Group October 2009 - Present
Sovereign Bank February 1996 - September 2009
Dean Witter December 1992 - January 1995
Skills
Portfolio Management, Mergers & Acquisitions, Finance, Valuation, Capital Markets, Investments, Banking, Investment Banking, Financial Risk, Strategy, Forecasting, Securities, Business Strategy, Management, Strategic Planning, Auditing, Financial Accounting, Funding, ALM, Interest Rate Risk..., Series 7, Cash Management, Financial Analysis, Internal Controls, Credit Risk, Financial Services, Mergers
Education
Penn State University 1989 — 1992
B.S., Quantitative Business Analysis
Indiana University of Pennsylvania 1988 — 1989
Business
Ilona (Vogel) Brenowitz's DEAN WITTER Experience 1996 - 1999
Job Vice President at Bank of America / Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch March 2007 - Present
NYSE 2004 - 2007
Weight Watchers.com 2003 - 2004
Viacom/ MTV Networks 1999 - 2003
Dean Witter 1996 - 1999
Skills
Vendor Management, Trading Systems, IT Strategy, Market Data, Disaster Recovery, Infrastructure, Leadership, Risk Management, SDLC, Management, Business Analysis, Program Management, Financial Services, Strategy, Equities, Portfolio Management, IT Management, Fixed Income, Electronic Trading, PMO, Investment Banking, Derivatives, Capital Markets, Equity Trading, Prime Brokerage, Equity Derivatives, Reference Data
Education
LIU Post
Merrill Lynch March 2007 - Present
NYSE 2004 - 2007
Weight Watchers.com 2003 - 2004
Viacom/ MTV Networks 1999 - 2003
Dean Witter 1996 - 1999
Skills
Vendor Management, Trading Systems, IT Strategy, Market Data, Disaster Recovery, Infrastructure, Leadership, Risk Management, SDLC, Management, Business Analysis, Program Management, Financial Services, Strategy, Equities, Portfolio Management, IT Management, Fixed Income, Electronic Trading, PMO, Investment Banking, Derivatives, Capital Markets, Equity Trading, Prime Brokerage, Equity Derivatives, Reference Data
Education
LIU Post
John Ptak's DEAN WITTER Experience 1978 - 1995
Job Vice PresidentClient Relationship Manager
Industry Financial Services
Experience
Merrill Lynch Wealth Management January 2010 - September 2010
Merrill Lynch June 2006 - March 2009
Smith Barney June 2004 - June 2006
Tucker Anthony, Inc/RBC Dain Rauscher May 2001 - October 2003
Cowen & Co 1995 - 2001
Dean Witter 1978 - 1995
Skills
Series 63, Series 7, Securities, FINRA, Mutual Funds, Series 8
Education
Harvard University 1988 — 1996
John Dickinson High School
Merrill Lynch Wealth Management January 2010 - September 2010
Merrill Lynch June 2006 - March 2009
Smith Barney June 2004 - June 2006
Tucker Anthony, Inc/RBC Dain Rauscher May 2001 - October 2003
Cowen & Co 1995 - 2001
Dean Witter 1978 - 1995
Skills
Series 63, Series 7, Securities, FINRA, Mutual Funds, Series 8
Education
Harvard University 1988 — 1996
John Dickinson High School
Alyse Giancola's DEAN WITTER Experience 1989 - 1997
Job HR Manager, Employee & Guest Relations
Industry Hospitality
Experience
Bertucci's June 2004 - Present
Bertucci's Italian Restaurant 2004 - Present
Sepracor Inc. June 1999 - May 2002
Dean Witter 1989 - 1997
Skills
Human Resources, Employee Benefits, Employee Relations, Training, Restaurant Management, Customer Service, Hospitality, Food Service, Benefits Administration, Microsoft Office, Restaurants, Recruiting, Hospitality Management, Time Management, Employee Training, Data Entry, Hiring, Process Scheduler
Education
Kingsborough Community College
Bertucci's June 2004 - Present
Bertucci's Italian Restaurant 2004 - Present
Sepracor Inc. June 1999 - May 2002
Dean Witter 1989 - 1997
Skills
Human Resources, Employee Benefits, Employee Relations, Training, Restaurant Management, Customer Service, Hospitality, Food Service, Benefits Administration, Microsoft Office, Restaurants, Recruiting, Hospitality Management, Time Management, Employee Training, Data Entry, Hiring, Process Scheduler
Education
Kingsborough Community College
Paul Amarante's DEAN WITTER Experience 1990 - 1997
Job Sr. Consultant at Northpoint Solutions
Industry Information Technology and Services
Experience
Northpoint Solutions 2006 - Present
diageo 2003 - 2006
Seagram 2001 - 2003
Bond Technologies July 1997 - January 2001
Dean Witter 1990 - 1997
Education
Pace University 1984 — 1988
Northpoint Solutions 2006 - Present
diageo 2003 - 2006
Seagram 2001 - 2003
Bond Technologies July 1997 - January 2001
Dean Witter 1990 - 1997
Education
Pace University 1984 — 1988
Steven A. Smith's DEAN WITTER Experience 1988 - 1989
Job Senior VP, Business Development at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services July 2010 - Present
JPMorgan September 2002 - July 2010
ABN AMRO 1999 - 2002
BISYS Fund Services 1994 - 1999
Kemper Insurance 1992 - 1993
Kemper Insurance 1990 - 1992
Kemper Insurance 1989 - 1990
Dean Witter 1988 - 1989
American Express / Balcor 1985 - 1988
Skills
Securities, Series 7, Financial Services, Wealth Management, Asset Managment, Hedge Funds, Trading Systems, Portfolio Management, Investments, Mutual Funds, Separately Managed..., Series 63, Relationship Management, Equities, Derivatives, Fixed Income, Alternative Investments, Trading, Asset Allocation, Fund Of Funds, Asset Management, ETFs, Series 24
Education
Miami University 1971 — 1975
BS, Marketing & Finance
UMB Fund Services July 2010 - Present
JPMorgan September 2002 - July 2010
ABN AMRO 1999 - 2002
BISYS Fund Services 1994 - 1999
Kemper Insurance 1992 - 1993
Kemper Insurance 1990 - 1992
Kemper Insurance 1989 - 1990
Dean Witter 1988 - 1989
American Express / Balcor 1985 - 1988
Skills
Securities, Series 7, Financial Services, Wealth Management, Asset Managment, Hedge Funds, Trading Systems, Portfolio Management, Investments, Mutual Funds, Separately Managed..., Series 63, Relationship Management, Equities, Derivatives, Fixed Income, Alternative Investments, Trading, Asset Allocation, Fund Of Funds, Asset Management, ETFs, Series 24
Education
Miami University 1971 — 1975
BS, Marketing & Finance
Brent Erensel's DEAN WITTER Experience 1982 - 1987
Job MD at Portales Partners
Industry Financial Services
Experience
Portales Partners October 2001 - Present
Deutsche Bank 1999 - 2001
UBS 1991 - 1999
Donaldson, Lufkin & Jenrette 1987 - 1991
Dean Witter 1982 - 1987
Skills
Hedge Funds, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Valuation, Bloomberg, Investment Banking, Equity Research, Securities, Private Equity, Series 7, Investment Strategies, Financial Modeling, Alternative Investments, Fixed Income, Corporate Finance, Asset Management, Equity Capital Markets, Asset Allocation, Financial Services, Bonds, Investment Management, Derivatives, Trading, Mergers & Acquisitions, Emerging Markets, Series 63, Wealth Management, Financial Markets, Wealth Management..., Equity Trading, Banking, Management, Financial Analysis, Risk Management, Mutual Funds, Finance
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
Lawrence University 1975 — 1978
Bachelor of Arts (B.A.)
Oregon Episcopal School 1969 — 1974
High School Diploma
Portales Partners October 2001 - Present
Deutsche Bank 1999 - 2001
UBS 1991 - 1999
Donaldson, Lufkin & Jenrette 1987 - 1991
Dean Witter 1982 - 1987
Skills
Hedge Funds, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Valuation, Bloomberg, Investment Banking, Equity Research, Securities, Private Equity, Series 7, Investment Strategies, Financial Modeling, Alternative Investments, Fixed Income, Corporate Finance, Asset Management, Equity Capital Markets, Asset Allocation, Financial Services, Bonds, Investment Management, Derivatives, Trading, Mergers & Acquisitions, Emerging Markets, Series 63, Wealth Management, Financial Markets, Wealth Management..., Equity Trading, Banking, Management, Financial Analysis, Risk Management, Mutual Funds, Finance
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
Lawrence University 1975 — 1978
Bachelor of Arts (B.A.)
Oregon Episcopal School 1969 — 1974
High School Diploma
Lou Caracappa's DEAN WITTER Experience 1985 - 1990
Job VP Compliance Examinations at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking August 2014 - Present
Banc of America Securities March 2004 - December 2013
Bank of America 2000 - 2004
ICAP January 1997 - October 2000
PaineWebber January 1990 - June 1996
Paine Webber 1990 - 1996
Dean Witter 1985 - 1990
Skills
Capital Markets, Financial Risk, Internal Audit, Leadership, Securities, Banking, AML, Financial Services, Auditing, Operational Risk, Risk Management, Operational Risk..., Fixed Income, Anti Money Laundering, Equities
Education
New York University - Leonard N. Stern School of Business 1983 — 1988
MBA, Finance
New York University 1978 — 1982
Accounting
Archbishop Molloy
RBS Markets and International Banking August 2014 - Present
Banc of America Securities March 2004 - December 2013
Bank of America 2000 - 2004
ICAP January 1997 - October 2000
PaineWebber January 1990 - June 1996
Paine Webber 1990 - 1996
Dean Witter 1985 - 1990
Skills
Capital Markets, Financial Risk, Internal Audit, Leadership, Securities, Banking, AML, Financial Services, Auditing, Operational Risk, Risk Management, Operational Risk..., Fixed Income, Anti Money Laundering, Equities
Education
New York University - Leonard N. Stern School of Business 1983 — 1988
MBA, Finance
New York University 1978 — 1982
Accounting
Archbishop Molloy
Renee Emrick's DEAN WITTER Experience October 1995 - May 1996
Job General Counsel/Chief Compliance Officer at Investment Planners
Industry Financial Services
Experience
Investment Planners November 2013 - Present
1st Global September 2012 - November 2013
First Midwest Securities, Inc. January 2007 - February 2012
GunnAllen Financial September 2003 - December 2006
Self Employed January 1999 - August 2001
TD Waterhouse May 1996 - January 1999
Dean Witter October 1995 - May 1996
Skills
Series 24, Securities Litigation, Financial Services, Risk Management, Mutual Funds, Arbitration, Investment Strategies, Brokerage, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, Financial Advisory, FINRA, Securities Regulation, Series 7, Broker-Dealer, AML, Investments
Education
Stetson University College of Law 2001 — 2003
Doctor of Law (J.D.), Law
Notre Dame of Maryland University 1990 — 1993
B.A., Psychology, Minor Business
Investment Planners November 2013 - Present
1st Global September 2012 - November 2013
First Midwest Securities, Inc. January 2007 - February 2012
GunnAllen Financial September 2003 - December 2006
Self Employed January 1999 - August 2001
TD Waterhouse May 1996 - January 1999
Dean Witter October 1995 - May 1996
Skills
Series 24, Securities Litigation, Financial Services, Risk Management, Mutual Funds, Arbitration, Investment Strategies, Brokerage, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, Financial Advisory, FINRA, Securities Regulation, Series 7, Broker-Dealer, AML, Investments
Education
Stetson University College of Law 2001 — 2003
Doctor of Law (J.D.), Law
Notre Dame of Maryland University 1990 — 1993
B.A., Psychology, Minor Business
Scott Krinninger's DEAN WITTER Experience July 1990 - March 1999
Job Manager at Citi Group
Industry Financial Services
Experience
Citi Group August 2002 - Present
Abbott Laboratories January 2001 - August 2002
APAC Customer Services March 1999 - January 2001
Dean Witter July 1990 - March 1999
Education
Northwest Missouri State University 1984 — 1989
BS, Accounting & Finance
Citi Group August 2002 - Present
Abbott Laboratories January 2001 - August 2002
APAC Customer Services March 1999 - January 2001
Dean Witter July 1990 - March 1999
Education
Northwest Missouri State University 1984 — 1989
BS, Accounting & Finance
Dan Flynn's DEAN WITTER Experience June 1993 - June 1996
Job Vice President MetLife Premier Client Group
Industry Financial Services
Experience
MetLife June 2007 - Present
MetLife March 2000 - June 2007
Montauk Financial Group 1996 - 2000
Dean Witter June 1993 - June 1996
Skills
Series 65, Series 24, Series 7, Practice Management, Succession Planning, Advisor Teams, Recruiting, Retirement, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Strategic Financial..., Series 6, Wealth Management, Disability Insurance, 401k, Financial Services, Series 63, Asset Allocation, IRAs, Securities, FINRA, Long-term Care
Education
La Salle University 1988 — 1993
Bachelor of Science (B.S.), Finance
La Salle University - School of Business Administration 1988 — 1993
Bachelor of Science (B.S.), Finance
Msgr Donovan High School
MetLife June 2007 - Present
MetLife March 2000 - June 2007
Montauk Financial Group 1996 - 2000
Dean Witter June 1993 - June 1996
Skills
Series 65, Series 24, Series 7, Practice Management, Succession Planning, Advisor Teams, Recruiting, Retirement, Retirement Planning, Insurance, Mutual Funds, Life Insurance, Strategic Financial..., Series 6, Wealth Management, Disability Insurance, 401k, Financial Services, Series 63, Asset Allocation, IRAs, Securities, FINRA, Long-term Care
Education
La Salle University 1988 — 1993
Bachelor of Science (B.S.), Finance
La Salle University - School of Business Administration 1988 — 1993
Bachelor of Science (B.S.), Finance
Msgr Donovan High School
Gregory Gesslein's DEAN WITTER Experience 1988 - 1994
Job Senior Vice President at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service June 2014 - Present
J.P. Morgan Chase December 2012 - June 2014
JP Morgan (formerly Bear Stearns Securities Corp.) December 2006 - December 2012
Morgan Stanley March 2004 - December 2006
Morgan Stanley July 2002 - March 2004
Morgan Stanley June 1999 - July 2002
Morgan Stanley April 1996 - June 1999
Chemical Bank 1995 - 1996
Bankers Trust 1994 - 1995
Dean Witter 1988 - 1994
Skills
Equities, Hedge Funds, Series 7, Portfolio Management, Risk Management, Investments, Trading, Due Diligence, Investment Management, Financial Risk, Investment Advisory, Prime Brokerage, Relationship Management, CRM, Business Strategy, Management, Loans, Fixed Income, Process Improvement, Alternative Investments, Securities, Capital Markets, Derivatives
Education
University of Pennsylvania - The Wharton School
Executive Education Program, Certified Investment Management Analyst Program
Pace University - Lubin School of Business 1992 — 1996
MBA, Strategic Management
New Jersey City University 1983 — 1988
BS, Finance, Economics
Moody's Investors Service June 2014 - Present
J.P. Morgan Chase December 2012 - June 2014
JP Morgan (formerly Bear Stearns Securities Corp.) December 2006 - December 2012
Morgan Stanley March 2004 - December 2006
Morgan Stanley July 2002 - March 2004
Morgan Stanley June 1999 - July 2002
Morgan Stanley April 1996 - June 1999
Chemical Bank 1995 - 1996
Bankers Trust 1994 - 1995
Dean Witter 1988 - 1994
Skills
Equities, Hedge Funds, Series 7, Portfolio Management, Risk Management, Investments, Trading, Due Diligence, Investment Management, Financial Risk, Investment Advisory, Prime Brokerage, Relationship Management, CRM, Business Strategy, Management, Loans, Fixed Income, Process Improvement, Alternative Investments, Securities, Capital Markets, Derivatives
Education
University of Pennsylvania - The Wharton School
Executive Education Program, Certified Investment Management Analyst Program
Pace University - Lubin School of Business 1992 — 1996
MBA, Strategic Management
New Jersey City University 1983 — 1988
BS, Finance, Economics
Johnallan Melendez's DEAN WITTER Experience 1989 - 1994
Job Consulting Accounting & Finance Professional
Industry Accounting
Experience
Electrolux North America September 2014 - Present
City of Charlotte March 2013 - August 2014
ReCommunity - Hudson Baylor July 2009 - January 2013
Ferncliff Manor September 2007 - March 2009
Global Alumina July 2006 - September 2007
GlobeOp Financial Services September 2002 - July 2006
Sentinel Real Estate 1999 - 2003
Lincoln Center for the Performing Arts 1994 - 1999
Dean Witter 1989 - 1994
Skills
Accruals, Financial Reporting, GAAP, Financial Analysis, Internal Audit, Accounting, Forecasting, Payroll, Sarbanes-Oxley Act, Internal Controls, Cash Flow, Auditing, Revenue Recognition, Variance Analysis, Financial Modeling, Management Accounting, Fixed Assets, US GAAP, Consolidation, Outlook, Microsoft Excel, Analysis, General Ledger, Financial Accounting, Accounts Payable, Account Reconciliation, Cash Management, Managerial Finance, PeopleSoft, Risk Management, Accounts Receivable, Finance, Sarbanes-Oxley, QuickBooks, Strategic Financial..., Financial Statements, Invoicing, JD Edwards, Working Capital..., Access, Management, Treasury Management, Corporate Finance, Budgets, Due Diligence, Hyperion Enterprise, Process Improvement, Training, Microsoft Office, Project Management
Education
Iona College
Bachelor’s Degree, Accounting and Finance
Electrolux North America September 2014 - Present
City of Charlotte March 2013 - August 2014
ReCommunity - Hudson Baylor July 2009 - January 2013
Ferncliff Manor September 2007 - March 2009
Global Alumina July 2006 - September 2007
GlobeOp Financial Services September 2002 - July 2006
Sentinel Real Estate 1999 - 2003
Lincoln Center for the Performing Arts 1994 - 1999
Dean Witter 1989 - 1994
Skills
Accruals, Financial Reporting, GAAP, Financial Analysis, Internal Audit, Accounting, Forecasting, Payroll, Sarbanes-Oxley Act, Internal Controls, Cash Flow, Auditing, Revenue Recognition, Variance Analysis, Financial Modeling, Management Accounting, Fixed Assets, US GAAP, Consolidation, Outlook, Microsoft Excel, Analysis, General Ledger, Financial Accounting, Accounts Payable, Account Reconciliation, Cash Management, Managerial Finance, PeopleSoft, Risk Management, Accounts Receivable, Finance, Sarbanes-Oxley, QuickBooks, Strategic Financial..., Financial Statements, Invoicing, JD Edwards, Working Capital..., Access, Management, Treasury Management, Corporate Finance, Budgets, Due Diligence, Hyperion Enterprise, Process Improvement, Training, Microsoft Office, Project Management
Education
Iona College
Bachelor’s Degree, Accounting and Finance
Joe Santangelo's DEAN WITTER Experience 1995 - 1996
Job .
Industry Accounting
Experience
St. Johnland Nursing Center March 2009 - Present
Family Aides December 2008 - March 2009
Able Health Care September 2006 - September 2008
Wolf-Gordon 2003 - 2006
AXA 2001 - 2003
Ernst & Young 1998 - 2001
Alliance Capital Management 1996 - 1998
Dean Witter 1995 - 1996
Skills
Strategic Planning, Budgeting, Financial Reporting, Excel, Accounting, Financial Analysis, Forecasting, Internal Controls, General Ledger, Accounts Payable, GAAP, Financial Accounting, Quickbooks, Cash Management, Financial Management, Consolidation, Auditing, Audit, Analysis, Payroll, Financial Control, Process Improvement, Internal Audit, Microsoft Office, Access, Word, Great Plains Software, Microsoft Excel
Education
Hofstra University 1991 — 1995
BBA, Accounting
St. Johnland Nursing Center March 2009 - Present
Family Aides December 2008 - March 2009
Able Health Care September 2006 - September 2008
Wolf-Gordon 2003 - 2006
AXA 2001 - 2003
Ernst & Young 1998 - 2001
Alliance Capital Management 1996 - 1998
Dean Witter 1995 - 1996
Skills
Strategic Planning, Budgeting, Financial Reporting, Excel, Accounting, Financial Analysis, Forecasting, Internal Controls, General Ledger, Accounts Payable, GAAP, Financial Accounting, Quickbooks, Cash Management, Financial Management, Consolidation, Auditing, Audit, Analysis, Payroll, Financial Control, Process Improvement, Internal Audit, Microsoft Office, Access, Word, Great Plains Software, Microsoft Excel
Education
Hofstra University 1991 — 1995
BBA, Accounting
Pat Roppo's DEAN WITTER Experience March 1985 - July 1989
Job Systems Analyst at Allstate Insurance
Industry Information Technology and Services
Experience
Allstate Insurance July 1989 - Present
Dean Witter March 1985 - July 1989
Bankers Life and Casualty June 1974 - March 1985
Skills
System Design, System Architecture, Requirements Definition, Requirements Analysis, Integration, Data Warehousing, Web Services, Master Data Management, Systems Analysis, DB2, Data Quality, Software Development, Enterprise Architecture, Analysis, SOA, SDLC, IT Strategy, Solution Architecture, Software Project..., Requirements Gathering, Architecture
Education
Loyola University of Chicago 1970 — 1974
Bachelor of Science, Psychology
Allstate Insurance July 1989 - Present
Dean Witter March 1985 - July 1989
Bankers Life and Casualty June 1974 - March 1985
Skills
System Design, System Architecture, Requirements Definition, Requirements Analysis, Integration, Data Warehousing, Web Services, Master Data Management, Systems Analysis, DB2, Data Quality, Software Development, Enterprise Architecture, Analysis, SOA, SDLC, IT Strategy, Solution Architecture, Software Project..., Requirements Gathering, Architecture
Education
Loyola University of Chicago 1970 — 1974
Bachelor of Science, Psychology
Timothy Cassidy's DEAN WITTER Experience September 1979 - December 1984
Job Broker Associate at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker May 2008 - Present
Red Oak Realty September 2002 - May 2008
Hewlett-Packard March 2001 - April 2002
Senator Film AG 1999 - 2000
Bankgesellschaft Berlin 1992 - 1999
Merus Capital Management September 1989 - September 1992
Security Pacific Bank January 1985 - August 1989
Dean Witter September 1979 - December 1984
Deutsche Lufthansa AG January 1978 - August 1979
Skills
Real Estate, Venture Capital, Sellers, REO, Investors, Real Estate Transactions, Residential Homes, Investment Properties, Buyer Representation, Single Family Homes, Short Sales, Property, SFR, Relocation Buyers, First Time Home Buyers, Buyers, Listings, Townhomes, Commercial Real Estate, Real Estate Development, Real Estate Economics
Education
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA, International Marketing
Ludwig-Maximilians Universität München 1976 — 1977
University of North Carolina at Chapel Hill 1974 — 1977
BA, Germanic Languages
Coldwell Banker May 2008 - Present
Red Oak Realty September 2002 - May 2008
Hewlett-Packard March 2001 - April 2002
Senator Film AG 1999 - 2000
Bankgesellschaft Berlin 1992 - 1999
Merus Capital Management September 1989 - September 1992
Security Pacific Bank January 1985 - August 1989
Dean Witter September 1979 - December 1984
Deutsche Lufthansa AG January 1978 - August 1979
Skills
Real Estate, Venture Capital, Sellers, REO, Investors, Real Estate Transactions, Residential Homes, Investment Properties, Buyer Representation, Single Family Homes, Short Sales, Property, SFR, Relocation Buyers, First Time Home Buyers, Buyers, Listings, Townhomes, Commercial Real Estate, Real Estate Development, Real Estate Economics
Education
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA, International Marketing
Ludwig-Maximilians Universität München 1976 — 1977
University of North Carolina at Chapel Hill 1974 — 1977
BA, Germanic Languages
Robert Moran's DEAN WITTER Experience August 1994 - June 1996
Job Managing Director at MidCap Financial
Industry Commercial Real Estate
Experience
MidCap Financial May 2015 - Present
Hotel Capital August 2013 - May 2015
GE Real Estate November 2008 - January 2013
GE Real Estate February 2008 - November 2008
Merrill Lynch May 2004 - 2008
Merrill Lynch July 2002 - December 2003
GE Capital October 2001 - June 2002
Heller Financial June 1996 - September 2001
Dean Witter August 1994 - June 1996
Skills
Valuation, Loans, Portfolio Management, Investments, Credit, Real Estate, Finance, Investment Properties, Mortgage Lending, Underwriting, Structured Finance, Real Estate Transactions, CMBS, Real Estate Economics, Asset Managment, Commercial Real Estate, Capital Markets, Funding, Mezzanine, Due Diligence, Asset Management
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Majored in Finance, Strategic Management and Real Estate
Purdue University - Krannert School of Management 1990 — 1994
BA, Finance and Accounting
New Trier High School 1985 — 1989
High School
MidCap Financial May 2015 - Present
Hotel Capital August 2013 - May 2015
GE Real Estate November 2008 - January 2013
GE Real Estate February 2008 - November 2008
Merrill Lynch May 2004 - 2008
Merrill Lynch July 2002 - December 2003
GE Capital October 2001 - June 2002
Heller Financial June 1996 - September 2001
Dean Witter August 1994 - June 1996
Skills
Valuation, Loans, Portfolio Management, Investments, Credit, Real Estate, Finance, Investment Properties, Mortgage Lending, Underwriting, Structured Finance, Real Estate Transactions, CMBS, Real Estate Economics, Asset Managment, Commercial Real Estate, Capital Markets, Funding, Mezzanine, Due Diligence, Asset Management
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Majored in Finance, Strategic Management and Real Estate
Purdue University - Krannert School of Management 1990 — 1994
BA, Finance and Accounting
New Trier High School 1985 — 1989
High School
Terry Reich's DEAN WITTER Experience 1989 - 1997
Job IT Help Desk Manager at The Segal Company
Industry Information Technology and Services
Experience
The Segal Company April 2012 - Present
TechTime Consulting 2008 - April 2012
Morgan Stanley 1997 - 2008
Dean Witter 1989 - 1997
Citibank August 1984 - August 1989
E F Hutton July 1981 - August 1984
Skills
Risk Management, Vendor Management, Asset Managment, Help Desk Support, IT Strategy, Business Analysis, ITIL, Project Management, Budgets, Data Center, Management, Windows Server, IT Management, Information Technology, Networking, Outsourcing, Software Documentation, Technical Support, Training, Disaster Recovery, Integration, Management Consulting, Asset Management, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
New York University 1979 — 1983
BS, Computer Applications and Information Systems
The Segal Company April 2012 - Present
TechTime Consulting 2008 - April 2012
Morgan Stanley 1997 - 2008
Dean Witter 1989 - 1997
Citibank August 1984 - August 1989
E F Hutton July 1981 - August 1984
Skills
Risk Management, Vendor Management, Asset Managment, Help Desk Support, IT Strategy, Business Analysis, ITIL, Project Management, Budgets, Data Center, Management, Windows Server, IT Management, Information Technology, Networking, Outsourcing, Software Documentation, Technical Support, Training, Disaster Recovery, Integration, Management Consulting, Asset Management, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
New York University 1979 — 1983
BS, Computer Applications and Information Systems
LISA TONACHIO's DEAN WITTER Experience 1989 - 1994
Job Executive Director JPMorgan Chase
Industry Financial Services
Experience
Bear Stearns Executive DirectorJ.P. Morgan2008 - Present
Dean Witter 1989 - 1994
Education
Hofstra University 2005 — 2007
Bear Stearns Executive DirectorJ.P. Morgan2008 - Present
Dean Witter 1989 - 1994
Education
Hofstra University 2005 — 2007
Andrew Ahr's DEAN WITTER Experience July 1993 - September 1995
Job SharePoint Architect
Industry Computer Software
Experience
CloudPoint Corporation August 2014 - Present
RBA, Inc. January 2014 - August 2014
Newmont Mining Corporation April 2009 - August 2013
Phoenix Technology October 2006 - April 2009
Toolsmith Consulting July 1997 - October 2006
Deloitte September 1995 - July 1997
Dean Witter July 1993 - September 1995
Merrill Lynch November 1989 - July 1993
Skills
.NET, SharePoint, Requirements Gathering, Microsoft Office..., ASP.NET, Management, Business Intelligence, Web Development, Software Development, Database Design, Leadership, IIS, Microsoft SQL Server, Integration, Software Design, Web Applications, Agile Methodologies, Enterprise Architecture, Process Improvement, Requirements Analysis, Consulting, Business Analysis, SDLC, Vendor Management
Education
James Madison University 1983 — 1985
Bachelor of Science (BS), Communication and Media Studies
Suffolk County Community College 1980 — 1982
CloudPoint Corporation August 2014 - Present
RBA, Inc. January 2014 - August 2014
Newmont Mining Corporation April 2009 - August 2013
Phoenix Technology October 2006 - April 2009
Toolsmith Consulting July 1997 - October 2006
Deloitte September 1995 - July 1997
Dean Witter July 1993 - September 1995
Merrill Lynch November 1989 - July 1993
Skills
.NET, SharePoint, Requirements Gathering, Microsoft Office..., ASP.NET, Management, Business Intelligence, Web Development, Software Development, Database Design, Leadership, IIS, Microsoft SQL Server, Integration, Software Design, Web Applications, Agile Methodologies, Enterprise Architecture, Process Improvement, Requirements Analysis, Consulting, Business Analysis, SDLC, Vendor Management
Education
James Madison University 1983 — 1985
Bachelor of Science (BS), Communication and Media Studies
Suffolk County Community College 1980 — 1982
Steve Bilardi's DEAN WITTER Experience April 1975 - March 1980
Job Financial Services Professional
Industry Financial Services
Experience
BANC of America - Investment Services March 1980 - March 2007
Banc of America Securities March 1980 - January 2007
Dean Witter April 1975 - March 1980
Skills
Compliance, Settlement, Securities, Trading
Education
Kingsborough Community College
Kingsborough Community College
BANC of America - Investment Services March 1980 - March 2007
Banc of America Securities March 1980 - January 2007
Dean Witter April 1975 - March 1980
Skills
Compliance, Settlement, Securities, Trading
Education
Kingsborough Community College
Kingsborough Community College
Janice Crawford's DEAN WITTER Experience 1983 - 1989
Job Director
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Banc of America Investments April 2007 - October 2009
Bank of America June 1994 - April 2006
banc of america investment services 1994 - 2002
Biltmore Capital Group 1989 - 1992
Dean Witter 1983 - 1989
Skills
Wealth Management, Banking, Series 7, Investments, Financial Services, Mutual Funds, Investment Advisory, Portfolio Management, Equities, Alternative Investments, Fixed Income, Mortgage Lending, Retirement Planning, Series 63, Capital Markets, Securities, Commercial Banking, Credit, Hedge Funds
Education
BAC Six Sigma Program 2007 — 2007
Green Belt, Six Sigma
Wharton 2005 — 2005
Executive Managment Course
College For Financial Planning 1997 — 1998
AAMS, Accredited Asset Management Specialist
Florida International University - College of Business 1981 — 1983
MBA, Marketing/Finance
Florida International University - College of Business 1979 — 1981
BBA, Business/Marketing
Merrill Lynch October 2009 - Present
Banc of America Investments April 2007 - October 2009
Bank of America June 1994 - April 2006
banc of america investment services 1994 - 2002
Biltmore Capital Group 1989 - 1992
Dean Witter 1983 - 1989
Skills
Wealth Management, Banking, Series 7, Investments, Financial Services, Mutual Funds, Investment Advisory, Portfolio Management, Equities, Alternative Investments, Fixed Income, Mortgage Lending, Retirement Planning, Series 63, Capital Markets, Securities, Commercial Banking, Credit, Hedge Funds
Education
BAC Six Sigma Program 2007 — 2007
Green Belt, Six Sigma
Wharton 2005 — 2005
Executive Managment Course
College For Financial Planning 1997 — 1998
AAMS, Accredited Asset Management Specialist
Florida International University - College of Business 1981 — 1983
MBA, Marketing/Finance
Florida International University - College of Business 1979 — 1981
BBA, Business/Marketing
Joanne Rueckerl's DEAN WITTER Experience October 1986 - July 1988
Job Compliance Officer at Citigroup
Industry Financial Services
Experience
Citigroup August 2007 - Present
Citigroup July 2005 - August 2007
Union Bank of Switzerland October 1993 - August 1998
Lehman Brothers July 1988 - October 1993
Dean Witter October 1986 - July 1988
Skills
Series 7, FINRA, Fixed Income, Mutual Funds, Securities, Trading, Finance, AML, Compliance, Financial Risk, Equities, Wealth Management, Portfolio Management, Investments, Asset Management, Financial Services
Education
New York College of Health Professions 1998 — 2000
AOS, Massage Therapy
St. John's University 1982 — 1986
BS, Finance
Citigroup August 2007 - Present
Citigroup July 2005 - August 2007
Union Bank of Switzerland October 1993 - August 1998
Lehman Brothers July 1988 - October 1993
Dean Witter October 1986 - July 1988
Skills
Series 7, FINRA, Fixed Income, Mutual Funds, Securities, Trading, Finance, AML, Compliance, Financial Risk, Equities, Wealth Management, Portfolio Management, Investments, Asset Management, Financial Services
Education
New York College of Health Professions 1998 — 2000
AOS, Massage Therapy
St. John's University 1982 — 1986
BS, Finance
Edward Chestnut's DEAN WITTER Experience December 1976 - March 1989
Job Director of HR
Industry Aviation & Aerospace
Experience
Breeze-Eastern March 1990 - Present
Dean Witter December 1976 - March 1989
First Boston Corp 1979 - 1986
Education
The New School 1973 — 1974
Psychology
Northeastern University 1967 — 1972
BS, Psychology
Breeze-Eastern March 1990 - Present
Dean Witter December 1976 - March 1989
First Boston Corp 1979 - 1986
Education
The New School 1973 — 1974
Psychology
Northeastern University 1967 — 1972
BS, Psychology
Kaleb Hartman's DEAN WITTER Experience June 1994 - August 1996
Job MD/Institutional Distribution at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Senior ManagerDeloitte ConsultingJune 1998 - March 2006
Dean Witter June 1994 - August 1996
Education
Northwestern University
BA
The University of Chicago Booth School of Business
MBA
Morgan Stanley Senior ManagerDeloitte ConsultingJune 1998 - March 2006
Dean Witter June 1994 - August 1996
Education
Northwestern University
BA
The University of Chicago Booth School of Business
MBA
Alan Levenson's DEAN WITTER Experience May 1987 - May 1992
Job Service Delivery Manager at American Express
Industry Financial Services
Experience
American Express July 1993 - Present
The Experts, Inc. September 1992 - July 1993
Dean Witter May 1987 - May 1992
morgan stanley 1983 - 1992
Advanced Information Management August 1983 - May 1987
NBC August 1980 - July 1983
Sperry (Rand) Corporation (Unisys Corporation) August 1977 - July 1980
sperry 1977 - 1980
Northville Industries May 1976 - July 1977
Skills
Vendor Management, IT Service Management, Incident Management, ITIL, Management, SDLC, IT Strategy, Service Delivery, PMO, Project Portfolio..., IT Management, Enterprise Architecture
Education
Hofstra University 1975 — 1977
BS, Computer Science
Farmingdale State College 1973 — 1975
AAS, Data Processing
State University of New York College at Cortland 1972 — 1973
Far Rockaway High School 1969 — 1972
American Express July 1993 - Present
The Experts, Inc. September 1992 - July 1993
Dean Witter May 1987 - May 1992
morgan stanley 1983 - 1992
Advanced Information Management August 1983 - May 1987
NBC August 1980 - July 1983
Sperry (Rand) Corporation (Unisys Corporation) August 1977 - July 1980
sperry 1977 - 1980
Northville Industries May 1976 - July 1977
Skills
Vendor Management, IT Service Management, Incident Management, ITIL, Management, SDLC, IT Strategy, Service Delivery, PMO, Project Portfolio..., IT Management, Enterprise Architecture
Education
Hofstra University 1975 — 1977
BS, Computer Science
Farmingdale State College 1973 — 1975
AAS, Data Processing
State University of New York College at Cortland 1972 — 1973
Far Rockaway High School 1969 — 1972
Photios Georgiou's DEAN WITTER Experience 1970 - 1974
Job Owner, Mount Kisco Diner
Industry Restaurants
Experience
Mount Kisco Diner February 1994 - Present
Dean Witter 1970 - 1974
Skills
Customer Service, New Business Development, Team Leadership, Team Building, Project Management, Strategic Planning, Contract Management, Project Planning, Construction, Contract Negotiation, Business Planning, Real Estate, Construction Management, Start-ups, Entrepreneurship, Negotiation, Business Development, Management, Budgets, Business Strategy, Social Media Marketing, Leadership, Small Business, Marketing, Strategy, Marketing Strategy, Coaching
Education
New York University 1970 — 1974
computer programmar, computer programing
Mount Kisco Diner February 1994 - Present
Dean Witter 1970 - 1974
Skills
Customer Service, New Business Development, Team Leadership, Team Building, Project Management, Strategic Planning, Contract Management, Project Planning, Construction, Contract Negotiation, Business Planning, Real Estate, Construction Management, Start-ups, Entrepreneurship, Negotiation, Business Development, Management, Budgets, Business Strategy, Social Media Marketing, Leadership, Small Business, Marketing, Strategy, Marketing Strategy, Coaching
Education
New York University 1970 — 1974
computer programmar, computer programing
Nutan Dutt's DEAN WITTER Experience 1990 - 1999
Job Testing and Transformation Services
Industry Information Technology and Services
Experience
Deutsche Bank July 2013 - Present
Morgan Stanley August 2011 - January 2013
Morgan Stanley 1989 - January 2013
Morgan Stanley Wealth Management June 1998 - May 2003
dean witter 1990 - 1999
Skills
Fixed Income, Securities, Series 7, Market Data, Equities, Banking, SDLC, Financial Services, Back Office, Project Management, Management, Cash Management, Project Planning, IT Strategy, Business Analysis, Business Requirements, Settlement, Vendor Management, Operational Risk, Relationship Management, Change Management, Portfolio Management, Derivatives, Mutual Funds, Risk Management, Hedge Funds, Sybase, PMO, Asset Management, Electronic Trading, Equity Trading, Trading Systems, Financial Risk, Wealth Management, Trading, Requirements Gathering, Quality Assurance, Capital Markets, Loans, Investment Banking, Project Portfolio...
Education
New York University 1982 — 1986
Bachelor of Arts (B.A.), Information Technology
New York University 1980 — 1984
Deutsche Bank July 2013 - Present
Morgan Stanley August 2011 - January 2013
Morgan Stanley 1989 - January 2013
Morgan Stanley Wealth Management June 1998 - May 2003
dean witter 1990 - 1999
Skills
Fixed Income, Securities, Series 7, Market Data, Equities, Banking, SDLC, Financial Services, Back Office, Project Management, Management, Cash Management, Project Planning, IT Strategy, Business Analysis, Business Requirements, Settlement, Vendor Management, Operational Risk, Relationship Management, Change Management, Portfolio Management, Derivatives, Mutual Funds, Risk Management, Hedge Funds, Sybase, PMO, Asset Management, Electronic Trading, Equity Trading, Trading Systems, Financial Risk, Wealth Management, Trading, Requirements Gathering, Quality Assurance, Capital Markets, Loans, Investment Banking, Project Portfolio...
Education
New York University 1982 — 1986
Bachelor of Arts (B.A.), Information Technology
New York University 1980 — 1984
Valencia Haynes's DEAN WITTER Experience April 1996 - May 1997
Job Vice President at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley March 2001 - June 2009
Morgan Stanley Dean Witter May 1997 - March 2001
Dean Witter April 1996 - May 1997
Loews Corporation November 1993 - April 1996
Merrill Lynch July 1990 - November 1993
JP Morgan 1987 - 1989
Skills
Wealth Management, SDLC, Fixed Income, Program Management, PMO, Trading Systems, Financial Services, Securities, Capital Markets, Equities, Software Project..., Vendor Management, Portfolio Management, Business Analysis, Market Data, Risk Management, Requirements Gathering, Project Management
Education
Pace University 1985 — 1990
BBA, MIS
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley March 2001 - June 2009
Morgan Stanley Dean Witter May 1997 - March 2001
Dean Witter April 1996 - May 1997
Loews Corporation November 1993 - April 1996
Merrill Lynch July 1990 - November 1993
JP Morgan 1987 - 1989
Skills
Wealth Management, SDLC, Fixed Income, Program Management, PMO, Trading Systems, Financial Services, Securities, Capital Markets, Equities, Software Project..., Vendor Management, Portfolio Management, Business Analysis, Market Data, Risk Management, Requirements Gathering, Project Management
Education
Pace University 1985 — 1990
BBA, MIS
Kay Garlick's DEAN WITTER Experience April 1995 - May 1996
Job Senior Exchange Processor at DVFS
Industry Financial Services
Experience
DVFS/Allianz Life February 2002 - Present
Brodart May 1999 - January 2002
Bell Atlantic September 1998 - May 1999
Fulton Bank May 1996 - May 1998
Dean Witter April 1995 - May 1996
Education
Lycoming College 1984 — 1987
Criminal Justice, Psychology
Jersey Shore Area High School 1980 — 1984
High School, Academic
DVFS/Allianz Life February 2002 - Present
Brodart May 1999 - January 2002
Bell Atlantic September 1998 - May 1999
Fulton Bank May 1996 - May 1998
Dean Witter April 1995 - May 1996
Education
Lycoming College 1984 — 1987
Criminal Justice, Psychology
Jersey Shore Area High School 1980 — 1984
High School, Academic
Lee M. Budd, MBA's DEAN WITTER Experience 1997 - 2000
Job Managing Member & Senior Consultant at Business Insight & Analytics, LLC
Industry Management Consulting
Experience
Business Insight & Analytics, LLC January 2009 - Present
Morgan Stanley 2006 - 2008
Morgan Stanley 2001 - 2006
Morgan Stanley 2000 - 2001
Dean Witter 1997 - 2000
Dean Witter 1996 - 1997
Dean Witter 1995 - 1996
Dean Witter 1994 - 1995
Dean Witter 1991 - 1994
Dean Witter 1988 - 1991
Education
Pace University - Lubin School of Business
MBA, Finance
Business Insight & Analytics, LLC January 2009 - Present
Morgan Stanley 2006 - 2008
Morgan Stanley 2001 - 2006
Morgan Stanley 2000 - 2001
Dean Witter 1997 - 2000
Dean Witter 1996 - 1997
Dean Witter 1995 - 1996
Dean Witter 1994 - 1995
Dean Witter 1991 - 1994
Dean Witter 1988 - 1991
Education
Pace University - Lubin School of Business
MBA, Finance
Bill Zimmer's DEAN WITTER Experience 1979 - 1983
Job at PrudentTrader.com
Industry Information Services
Experience
PrudentTrader.com February 2002 - Present
Classic Futures Fund 1983 - June 1988
Dean Witter 1979 - 1983
Skills
Money Management, Risk Management, Trading, Asset Allocation, Commodity, ETFs, Trading Strategies, Trading Systems, Excel, Microsoft Excel, FX Options, Management, Equity Trading, Business Strategy, Financial Risk, Stock Trading, Asset Management
Education
Fairleigh Dickinson University 1963 — 1967
BS, Industrial Engineering
PrudentTrader.com February 2002 - Present
Classic Futures Fund 1983 - June 1988
Dean Witter 1979 - 1983
Skills
Money Management, Risk Management, Trading, Asset Allocation, Commodity, ETFs, Trading Strategies, Trading Systems, Excel, Microsoft Excel, FX Options, Management, Equity Trading, Business Strategy, Financial Risk, Stock Trading, Asset Management
Education
Fairleigh Dickinson University 1963 — 1967
BS, Industrial Engineering
Cecilia Brunoni's DEAN WITTER Experience May 1994 - September 1996
Job Financial Services/Marketing Professional
Industry Financial Services
Experience
UBS (PaineWebber) June 1997 - October 2005
New York Life September 1996 - June 1997
Dean Witter May 1994 - September 1996
AXA Equitable July 1992 - May 1994
MetLife January 1986 - July 1992
American Home Products Corporation (Wyeth) (Pfizer) September 1982 - January 1986
Union Carbide Corporation March 1980 - September 1982
Skills
Employee Benefits, Retirement, Wealth Management, Financial Services, 401k, Investments, Retirement Planning
Education
Fordham University 1974 — 1978
BA, Business Administration, French, Italian
The Mary Louis Academy 1970 — 1974
Academic, French, Italian
UBS (PaineWebber) June 1997 - October 2005
New York Life September 1996 - June 1997
Dean Witter May 1994 - September 1996
AXA Equitable July 1992 - May 1994
MetLife January 1986 - July 1992
American Home Products Corporation (Wyeth) (Pfizer) September 1982 - January 1986
Union Carbide Corporation March 1980 - September 1982
Skills
Employee Benefits, Retirement, Wealth Management, Financial Services, 401k, Investments, Retirement Planning
Education
Fordham University 1974 — 1978
BA, Business Administration, French, Italian
The Mary Louis Academy 1970 — 1974
Academic, French, Italian
Billy Abrams's DEAN WITTER Experience 1989 - 1992
Job Vice President at Simmons First National Bank, Market technician Fixed Income Specialist
Industry Capital Markets
Experience
Investment Banking February 2011 - Present
Mesirow Financial 2003 - 2008
Century Securities 1998 - 2003
Aegon Securities January 1994 - April 1998
Meridian Capital Markets 1992 - 1994
Dean Witter 1989 - 1992
Education
Louisiana State University 1965 — 1970
BS, Business
Investment Banking February 2011 - Present
Mesirow Financial 2003 - 2008
Century Securities 1998 - 2003
Aegon Securities January 1994 - April 1998
Meridian Capital Markets 1992 - 1994
Dean Witter 1989 - 1992
Education
Louisiana State University 1965 — 1970
BS, Business
Arnold Hordish's DEAN WITTER Experience June 1956 - 1989
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Tov Partners 1989 - 2005
Dean Witter June 1956 - 1989
Skills
Investments, Equities, Microsoft Office, Options, Capital Markets, Banking, Portfolio Management, Sales, Customer Service, Hedge Funds, Asset Managment, Financial Structuring
Education
Pace University 1956 — 1959
bba, economics
Tov Partners 1989 - 2005
Dean Witter June 1956 - 1989
Skills
Investments, Equities, Microsoft Office, Options, Capital Markets, Banking, Portfolio Management, Sales, Customer Service, Hedge Funds, Asset Managment, Financial Structuring
Education
Pace University 1956 — 1959
bba, economics
Carol Blount's DEAN WITTER Experience 1978 - 2002
Job REGISTERED IRS TAX PRACTIONER
Industry Financial Services
Experience
SECURITY INVESTMENT January 1980 - Present
Dean Witter 1978 - 2002
Morgan Stanley Dean Witter 1978 - 2002
Morgan Stanley 1978 - 2001
Education
Jersey City
Norfolk State University
SECURITY INVESTMENT January 1980 - Present
Dean Witter 1978 - 2002
Morgan Stanley Dean Witter 1978 - 2002
Morgan Stanley 1978 - 2001
Education
Jersey City
Norfolk State University
Kenny Perschetz's DEAN WITTER Experience 1983 - 1986
Job ARM MBS Trader
Industry Financial Services
Experience
JVB Financial Group, LLC April 2012 - Present
Oppenheimer & Co. June 2010 - March 2012
Nomura Securities 2006 - 2008
Sandler O'Neill & Partners 1994 - 2006
Bear Stearns 1986 - 1994
Dean Witter 1983 - 1986
Standard & Poor's 1977 - 1983
Education
Fordham University 1978 — 1980
MBA
University of Hartford 1973 — 1977
BS
JVB Financial Group, LLC April 2012 - Present
Oppenheimer & Co. June 2010 - March 2012
Nomura Securities 2006 - 2008
Sandler O'Neill & Partners 1994 - 2006
Bear Stearns 1986 - 1994
Dean Witter 1983 - 1986
Standard & Poor's 1977 - 1983
Education
Fordham University 1978 — 1980
MBA
University of Hartford 1973 — 1977
BS
Jacqueline Saunders's DEAN WITTER Experience December 1989 - February 1997
Job Vice President, Finance at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 1997 - Present
Dean Witter December 1989 - February 1997
Skills
Financial Accounting, Financial Analysis, Accruals, Fixed Assets, Capital Budgeting, Variance Analysis, SOX, Cost Allocation, Year End Close, Month End Close, Capital Projects, General Ledger, Project Finance, Prepaid
Education
Pace University
BBA, Lubin School of Business
Morgan Stanley 1997 - Present
Dean Witter December 1989 - February 1997
Skills
Financial Accounting, Financial Analysis, Accruals, Fixed Assets, Capital Budgeting, Variance Analysis, SOX, Cost Allocation, Year End Close, Month End Close, Capital Projects, General Ledger, Project Finance, Prepaid
Education
Pace University
BBA, Lubin School of Business
Philip Jacovelli's DEAN WITTER Experience January 1993 - October 1996
Job Computer Software Professional
Industry Computer Software
Experience
Arrow Electronics, Inc. October 1996 - May 2009
Dean Witter January 1993 - October 1996
Citi 1979 - 1993
Skills
CICS, COBOL, JCL, Mainframe, Software Documentation, Systems Analysis, DB2, MVS, Visual Basic, VSAM, SPUFI, SDLC, TSO, Programming, Data Center, Endeavor, Syncsort, Fileaid
Education
Hofstra University 1975 — 1978
B. S., Computer Science
Nassau Community College 1973 — 1975
AAS, Data Processing
Arrow Electronics, Inc. October 1996 - May 2009
Dean Witter January 1993 - October 1996
Citi 1979 - 1993
Skills
CICS, COBOL, JCL, Mainframe, Software Documentation, Systems Analysis, DB2, MVS, Visual Basic, VSAM, SPUFI, SDLC, TSO, Programming, Data Center, Endeavor, Syncsort, Fileaid
Education
Hofstra University 1975 — 1978
B. S., Computer Science
Nassau Community College 1973 — 1975
AAS, Data Processing
Ethel Weinberg's DEAN WITTER Experience 1995 - 1997
Job Editor and Supervisory Analyst
Industry Financial Services
Experience
Santander Investment Securities November 2008 - Present
Credit Suisse November 1997 - October 2008
Dean Witter 1995 - 1997
Skills
Capital Markets, Equities, Investment Banking, Financial Markets, Fixed Income, Equity Research, Investments, Hedge Funds, Bloomberg, Valuation
Education
Ithaca College
BA, English, Philosophy
Santander Investment Securities November 2008 - Present
Credit Suisse November 1997 - October 2008
Dean Witter 1995 - 1997
Skills
Capital Markets, Equities, Investment Banking, Financial Markets, Fixed Income, Equity Research, Investments, Hedge Funds, Bloomberg, Valuation
Education
Ithaca College
BA, English, Philosophy
Denver Doyle Attaway's DEAN WITTER Experience January 1983 - March 1987
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 1991 - Present
Prudential Bache March 1987 - May 1991
Dean Witter January 1983 - March 1987
Attaway Furniture mfg. 1978 - 1982
Laural furniture mfg. 1977 - 1979
Jackson mfg., Cleveland Chair, Hammary Table 1974 - 1977
U.S. Army October 1968 - September 1970
Skills
Securities, Series 7, Wealth Management, Series 63, Financial Advisory, Asset Allocation, Estate Planning, Retirement, Investment Strategies, Mutual Funds, Asset Management
Education
University of Tennessee-Knoxville - College of Business Administration 1967 — 1973
B.S., accounting, economics, marketing
Raymond James May 1991 - Present
Prudential Bache March 1987 - May 1991
Dean Witter January 1983 - March 1987
Attaway Furniture mfg. 1978 - 1982
Laural furniture mfg. 1977 - 1979
Jackson mfg., Cleveland Chair, Hammary Table 1974 - 1977
U.S. Army October 1968 - September 1970
Skills
Securities, Series 7, Wealth Management, Series 63, Financial Advisory, Asset Allocation, Estate Planning, Retirement, Investment Strategies, Mutual Funds, Asset Management
Education
University of Tennessee-Knoxville - College of Business Administration 1967 — 1973
B.S., accounting, economics, marketing
Lorena Kern's DEAN WITTER Experience 1989 - 2001
Job Kern Consulting LLC
Industry Financial Services
Experience
Kern Consulting LLC March 2010 - Present
Ferguson Kern Consulting September 2008 - March 2010
Ferguson Pollack Kern Consulting January 2003 - September 2008
Morgan Stanley 1998 - 2001
Dean Witter 1989 - 2001
Skills
Securities Litigation, Securities Law, Securities, Litigation, Securities Arbitration, Due Diligence, Securities Regulation, Arbitration, Risk Management, Alternative Dispute..., Licensing, Employment Law, Alternative Investments, Investments, Commercial Litigation, Financial Services, FINRA
Education
Fordham University School of Law
JD, law
Randolph College
BA, Political Science
University of North Carolina at Charlotte
MA, History
Kern Consulting LLC March 2010 - Present
Ferguson Kern Consulting September 2008 - March 2010
Ferguson Pollack Kern Consulting January 2003 - September 2008
Morgan Stanley 1998 - 2001
Dean Witter 1989 - 2001
Skills
Securities Litigation, Securities Law, Securities, Litigation, Securities Arbitration, Due Diligence, Securities Regulation, Arbitration, Risk Management, Alternative Dispute..., Licensing, Employment Law, Alternative Investments, Investments, Commercial Litigation, Financial Services, FINRA
Education
Fordham University School of Law
JD, law
Randolph College
BA, Political Science
University of North Carolina at Charlotte
MA, History
Ms. Noel Blue's DEAN WITTER Experience 1995 - 1997
Job Futures International LLC
Industry Capital Markets
Experience
Futures International LLC May 2006 - Present
Self January 1997 - Present
Velocity 4x March 2006 - October 2006
Peak6 February 2006 - June 2006
Louis Dreyfus August 2004 - January 2006
Timber Hill Group/Interactive Brokers May 1997 - October 2003
Dean Witter 1995 - 1997
Skills
Commodities, Trading, Options, FX, Hedging, Proprietary Trading, Commodity, Volatility, Traders, Derivatives, Trading Systems, Financial Markets, Bloomberg, Equities, Technical Analysis, Electronic Trading, Risk Management, Portfolio Management, Trading Strategies, Asset Management, Hedge Funds, Arbitrage, Economics, Capital Markets, Financial Analysis, Options Strategies, Commodity Markets
Education
Northern Illinois University
Finance
Futures International LLC May 2006 - Present
Self January 1997 - Present
Velocity 4x March 2006 - October 2006
Peak6 February 2006 - June 2006
Louis Dreyfus August 2004 - January 2006
Timber Hill Group/Interactive Brokers May 1997 - October 2003
Dean Witter 1995 - 1997
Skills
Commodities, Trading, Options, FX, Hedging, Proprietary Trading, Commodity, Volatility, Traders, Derivatives, Trading Systems, Financial Markets, Bloomberg, Equities, Technical Analysis, Electronic Trading, Risk Management, Portfolio Management, Trading Strategies, Asset Management, Hedge Funds, Arbitrage, Economics, Capital Markets, Financial Analysis, Options Strategies, Commodity Markets
Education
Northern Illinois University
Finance
Thomas LaBrie's DEAN WITTER Experience 1987 - 1989
Job Managing Principal of the Boston, MA and Windsor , CT Lincoln Financial Advisors offices.
Industry Financial Services
Experience
Lincoln Financial Advisors March 2012 - Present
TIAA-CREF August 2009 - March 2012
Moors & Cabot March 2000 - February 2009
Fidelity Investments December 1991 - March 2000
Columbia Management January 1990 - December 1991
Krupp Company January 1989 - December 1989
Dean Witter 1987 - 1989
Skills
Financial Advisory, Series 7, Series 24, Series 63, Series 65, Life Insurance, Mutual Funds, Retirement Planning, Sales Management, Wealth Management, Financial Services, Investments, Securities, Investment Advisory, Financial Planning, Asset Management, Finance, Relationship Management, Alternative Investments, Insurance, Portfolio Management
Education
Northeastern University 1980 — 1985
Business, Business Administration
Norwich Free Academy 1976 — 1980
College Prep, Business Administration and Management, General
Lincoln Financial Advisors March 2012 - Present
TIAA-CREF August 2009 - March 2012
Moors & Cabot March 2000 - February 2009
Fidelity Investments December 1991 - March 2000
Columbia Management January 1990 - December 1991
Krupp Company January 1989 - December 1989
Dean Witter 1987 - 1989
Skills
Financial Advisory, Series 7, Series 24, Series 63, Series 65, Life Insurance, Mutual Funds, Retirement Planning, Sales Management, Wealth Management, Financial Services, Investments, Securities, Investment Advisory, Financial Planning, Asset Management, Finance, Relationship Management, Alternative Investments, Insurance, Portfolio Management
Education
Northeastern University 1980 — 1985
Business, Business Administration
Norwich Free Academy 1976 — 1980
College Prep, Business Administration and Management, General
Barbara Hofstetter Gregory's DEAN WITTER Experience 1980 - 1990
Job Administrative Professional
Industry Transportation/Trucking/Railroad
Experience
Dallas Area Rapid Transit March 2009 - Present
IBM January 2000 - November 2008
IBM 1993 - 2000
Sears Technology Services 1990 - 1993
Dean Witter 1980 - 1990
Allstate 1976 - 1980
Skills
Lotus Notes, Administrative..., Customer Service, Process Improvement, Office Management, Software Documentation, System Administration, Administration, Project Planning, Microsoft Excel, Program Management, Visio
Education
Mount Mary University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dallas Area Rapid Transit March 2009 - Present
IBM January 2000 - November 2008
IBM 1993 - 2000
Sears Technology Services 1990 - 1993
Dean Witter 1980 - 1990
Allstate 1976 - 1980
Skills
Lotus Notes, Administrative..., Customer Service, Process Improvement, Office Management, Software Documentation, System Administration, Administration, Project Planning, Microsoft Excel, Program Management, Visio
Education
Mount Mary University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Patty Arocha's DEAN WITTER Experience February 1987 - September 1987
Job Administrative Assistant at City of Coral Gables
Industry Government Administration
Experience
City of Coral Gables February 1988 - Present
Florida Women In Government 2004 - 2014
Orange Bowl Committee April 2008 - December 2012
City of Coral Gables September 1987 - February 1988
Dean Witter February 1987 - September 1987
Skills
Event Planning, Police, Public Speaking, Government, Fundraising, Crisis Management, Public Safety, Enforcement, Background Checks, Risk Assessment, Emergency Management, Homeland Security, Criminal Investigations, Physical Security, Policy, Private Investigations, Policy Analysis, Investigation, Counterterrorism, Firearms, Surveillance, Security, Interrogation, Disaster Response, Crime Prevention, Security Operations, Criminal Justice, Preparedness, Executive Protection, Public Administration, NIMS, Evidence, Fraud, Training, Program Management, Supervisory Skills, Emergency Services, Security Management, Interviews, Nonprofits, Program Development, Community Outreach, Speech Writing, Spanish, Public Relations, Outlook, Event Management, Leadership, System Administration, Organizational...
Education
Miami Dade College
Public Administration
City of Coral Gables February 1988 - Present
Florida Women In Government 2004 - 2014
Orange Bowl Committee April 2008 - December 2012
City of Coral Gables September 1987 - February 1988
Dean Witter February 1987 - September 1987
Skills
Event Planning, Police, Public Speaking, Government, Fundraising, Crisis Management, Public Safety, Enforcement, Background Checks, Risk Assessment, Emergency Management, Homeland Security, Criminal Investigations, Physical Security, Policy, Private Investigations, Policy Analysis, Investigation, Counterterrorism, Firearms, Surveillance, Security, Interrogation, Disaster Response, Crime Prevention, Security Operations, Criminal Justice, Preparedness, Executive Protection, Public Administration, NIMS, Evidence, Fraud, Training, Program Management, Supervisory Skills, Emergency Services, Security Management, Interviews, Nonprofits, Program Development, Community Outreach, Speech Writing, Spanish, Public Relations, Outlook, Event Management, Leadership, System Administration, Organizational...
Education
Miami Dade College
Public Administration
Michael Scarangella's DEAN WITTER Experience March 1996 - November 1997
Job Corporate Credit Manager at SAIC
Industry Information Technology and Services
Experience
SAIC April 2002 - September 2011
SAIC December 1999 - March 2002
The Bridges Group LLC November 1997 - May 1999
The Blackstone Group March 1996 - November 1997
Dean Witter March 1996 - November 1997
Dean Witter May 1990 - February 1992
GEICO August 1984 - 1987
Skills
Forecasting, Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Corporate Finance, Risk Management, Portfolio Management, Budgets, Analysis, Accounts Receivable, SAP, Due Diligence, Finance, Variance Analysis, Accounts Payable, Credit, Cash Flow, Managerial Finance, Start-ups, Creative Writing, Contractors, Investments, Software Documentation, Internal Audit, Hyperion Enterprise, Executive Management, Process Improvement, Internal Controls, Financial Modeling, Auditing, Strategic Financial...
Education
Fordham Gabelli School of Business 1993 — 1996
GBA, International Fianance
Saint John's University 1984 — 1986
BS, Business - Accounting
Farmingdale State College 1980 — 1984
Associates, Business Administration - Management
SAIC April 2002 - September 2011
SAIC December 1999 - March 2002
The Bridges Group LLC November 1997 - May 1999
The Blackstone Group March 1996 - November 1997
Dean Witter March 1996 - November 1997
Dean Witter May 1990 - February 1992
GEICO August 1984 - 1987
Skills
Forecasting, Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Corporate Finance, Risk Management, Portfolio Management, Budgets, Analysis, Accounts Receivable, SAP, Due Diligence, Finance, Variance Analysis, Accounts Payable, Credit, Cash Flow, Managerial Finance, Start-ups, Creative Writing, Contractors, Investments, Software Documentation, Internal Audit, Hyperion Enterprise, Executive Management, Process Improvement, Internal Controls, Financial Modeling, Auditing, Strategic Financial...
Education
Fordham Gabelli School of Business 1993 — 1996
GBA, International Fianance
Saint John's University 1984 — 1986
BS, Business - Accounting
Farmingdale State College 1980 — 1984
Associates, Business Administration - Management
Don DeSeranno's DEAN WITTER Experience May 1997 - May 1999
Job DeSERANNO Wealth Planning
Industry Financial Services
Experience
Grosse Pointe War Memorial Association October 2008 - Present
DeSeranno Charitable Foundation November 1999 - Present
DeSERANNO Wealth Planning July 1999 - Present
Cold Heading Company January 2003 - January 2013
Dean Witter May 1997 - May 1999
Skills
Retirement, Financial Advisory, Financial Planners, Portfolio Management, Investment Management, Wealth Management..., Wealth Accumulation, Angel Investing, Venture Capital, Board of Directors, Business Valuation, Private Equity, Start-up Ventures, Financial Goals, Investment Strategies, Business Acquisition
Education
Miami University 1993 — 1996
Bachelors, Finance
De La Salle 1987 — 1991
Grosse Pointe War Memorial Association October 2008 - Present
DeSeranno Charitable Foundation November 1999 - Present
DeSERANNO Wealth Planning July 1999 - Present
Cold Heading Company January 2003 - January 2013
Dean Witter May 1997 - May 1999
Skills
Retirement, Financial Advisory, Financial Planners, Portfolio Management, Investment Management, Wealth Management..., Wealth Accumulation, Angel Investing, Venture Capital, Board of Directors, Business Valuation, Private Equity, Start-up Ventures, Financial Goals, Investment Strategies, Business Acquisition
Education
Miami University 1993 — 1996
Bachelors, Finance
De La Salle 1987 — 1991
Russ Broda, CFP®'s DEAN WITTER Experience November 1984 - February 1995
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Smith Barney February 1995 - February 2009
Dean Witter November 1984 - February 1995
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Strategic Investment...
Education
Emory University 1979 — 1984
BA, Economics
Dobbs Ferry High School 1978 — 1979
Wells Fargo Advisors, LLC February 2009 - Present
Smith Barney February 1995 - February 2009
Dean Witter November 1984 - February 1995
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Strategic Investment...
Education
Emory University 1979 — 1984
BA, Economics
Dobbs Ferry High School 1978 — 1979
Don O'Neil's DEAN WITTER Experience 1981 - 1997
Job President & Portfolio Manager at 1on1 Investments LTD
Industry Financial Services
Experience
One on One Investments LTD. February 2009 - Present
1on1 Investments LTD February 2009 - Present
Newedge Group 1997 - 2008
Dean Witter 1981 - 1997
Skills
Investments, Financial Futures, Equity and Index Options, Interest Rate..., Financial Services, Stock and Bond..., Stock Market Analysis, Hedge Funds, Equities, Portfolio Management, Options, Asset Allocation, Financial Advisory, Trading, Management, Investment Strategies, Bonds
Education
Indiana State University 1976 — 1980
BS, Finance
Thornwood High School 1972 — 1976
One on One Investments LTD. February 2009 - Present
1on1 Investments LTD February 2009 - Present
Newedge Group 1997 - 2008
Dean Witter 1981 - 1997
Skills
Investments, Financial Futures, Equity and Index Options, Interest Rate..., Financial Services, Stock and Bond..., Stock Market Analysis, Hedge Funds, Equities, Portfolio Management, Options, Asset Allocation, Financial Advisory, Trading, Management, Investment Strategies, Bonds
Education
Indiana State University 1976 — 1980
BS, Finance
Thornwood High School 1972 — 1976
Bart Harvey's DEAN WITTER Experience September 1974 - March 1984
Job Independent NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Enterprise Community Partners October 1995 - March 2008
Enterprise Community Investment, Inc. January 1995 - January 2008
Dean Witter September 1974 - March 1984
Dean Witter Reynolds 1974 - 1984
Education
Harvard Business School 1974 — 1976
MBA
Harvard University 1967 — 1974
MBA:BA, Finance:English
Enterprise Community Partners October 1995 - March 2008
Enterprise Community Investment, Inc. January 1995 - January 2008
Dean Witter September 1974 - March 1984
Dean Witter Reynolds 1974 - 1984
Education
Harvard Business School 1974 — 1976
MBA
Harvard University 1967 — 1974
MBA:BA, Finance:English
Tony Van Dervort's DEAN WITTER Experience August 1987 - May 1989
Job Chief Operating Officer at Karr Barth Administrators, Inc.
Industry Financial Services
Experience
Karr Barth Administrators, Inc. May 1991 - Present
Santoro, Van Dervort & Gordon, LP June 1989 - April 1991
Dean Witter August 1987 - May 1989
Skills
Mergers, Mergers & Acquisitions, Leadership, Finance, Deferred Compensation, Financial Analysis, Investments, Capital Markets, Business Strategy, Retirement Planning, Executive Management, Team Building, Financial Modeling, Insurance
Education
Georgetown University 1983 — 1987
BSBA, Finance
Moorestown High School 1979 — 1983
Karr Barth Administrators, Inc. May 1991 - Present
Santoro, Van Dervort & Gordon, LP June 1989 - April 1991
Dean Witter August 1987 - May 1989
Skills
Mergers, Mergers & Acquisitions, Leadership, Finance, Deferred Compensation, Financial Analysis, Investments, Capital Markets, Business Strategy, Retirement Planning, Executive Management, Team Building, Financial Modeling, Insurance
Education
Georgetown University 1983 — 1987
BSBA, Finance
Moorestown High School 1979 — 1983
Mike Blaker's DEAN WITTER Experience January 1984 - March 1985
Job Pastor at St. Andrew's Lutheran Church
Industry Religious Institutions
Experience
St. Andrew's Lutheran Church Area Financial ManagerState of Florida, Dept. of Banking and FinanceMarch 1985 - July 1996
Dean Witter January 1984 - March 1985
Skills
Pastoral Care, Preaching, Theology, Biblical Studies, Pastoral Counseling, Community Outreach, Liturgy, Apologetics, Bible Study, Church Events, Church Growth, Discipleship, Fundraising, Gospel, Missions, Leadership Development, Nonprofits, Pastoral, Pastoring, Pastors, Public Speaking, Religion, Volunteer Management, Teaching, Stewardship, Spiritual Direction, Youth Ministry
Education
Lutheran Theological Southern Seminary 1996 — 2001
STM, Theology & Pastoral Care
Lutheran Theological Southern Seminary 1996 — 2000
MDiv, Theology
Florida State University 1975 — 1978
BA, Biology, Anthropology, Chemistry
St. Andrew's Lutheran Church Area Financial ManagerState of Florida, Dept. of Banking and FinanceMarch 1985 - July 1996
Dean Witter January 1984 - March 1985
Skills
Pastoral Care, Preaching, Theology, Biblical Studies, Pastoral Counseling, Community Outreach, Liturgy, Apologetics, Bible Study, Church Events, Church Growth, Discipleship, Fundraising, Gospel, Missions, Leadership Development, Nonprofits, Pastoral, Pastoring, Pastors, Public Speaking, Religion, Volunteer Management, Teaching, Stewardship, Spiritual Direction, Youth Ministry
Education
Lutheran Theological Southern Seminary 1996 — 2001
STM, Theology & Pastoral Care
Lutheran Theological Southern Seminary 1996 — 2000
MDiv, Theology
Florida State University 1975 — 1978
BA, Biology, Anthropology, Chemistry
Vincent Butkevits's DEAN WITTER Experience October 1979 - February 1981
Job President JVB Financial Group
Industry Financial Services
Experience
J.V.B. Financial Group June 2000 - Present
R.Seelaus Securities April 1996 - July 1998
JW Charles Securities March 1988 - April 1996
Exchange National Bank December 1986 - January 1988
Centrust Savings Bank April 1985 - December 1986
Salomon Brothers April 1983 - April 1985
Merrill Lynch February 1981 - April 1983
Dean Witter October 1979 - February 1981
Skills
Portfolio Management, Banking, Fixed Income, Trading, Sales, Series 7, Finance, MBS, Bonds, Options, Accounting, Securities, Mortgage Lending, Investments, Wealth Management
Education
Georgia State University 1983 — 1984
Economics
Shenandoah University 1978 — 1979
Music, Theater
J.V.B. Financial Group June 2000 - Present
R.Seelaus Securities April 1996 - July 1998
JW Charles Securities March 1988 - April 1996
Exchange National Bank December 1986 - January 1988
Centrust Savings Bank April 1985 - December 1986
Salomon Brothers April 1983 - April 1985
Merrill Lynch February 1981 - April 1983
Dean Witter October 1979 - February 1981
Skills
Portfolio Management, Banking, Fixed Income, Trading, Sales, Series 7, Finance, MBS, Bonds, Options, Accounting, Securities, Mortgage Lending, Investments, Wealth Management
Education
Georgia State University 1983 — 1984
Economics
Shenandoah University 1978 — 1979
Music, Theater
Christine M. Savino's DEAN WITTER Experience September 1988 - April 1992
Job Financial Services Professional
Industry Financial Services
Experience
United States Naval Reserves August 1984 - October 2009
MORGAN STANLEY August 2006 - January 2008
WACHOVIA SECURITIES October 2003 - July 2006
LINSCO PRIVATE LEDGER August 2001 - January 2003
SALOMON SMITH BARNEY April 1992 - January 2001
DEAN WITTER September 1988 - April 1992
Skills
Team Building, Microsoft Office, Securities, Series 7, Strategic Planning, Mutual Funds, Microsoft Excel, Visio, Process Improvement, Public Speaking, Uniform Combined State..., Series 63
Education
Kingsborough Community College 1977 — 1978
Pre-med/Liberal Arts
United States Naval Reserves August 1984 - October 2009
MORGAN STANLEY August 2006 - January 2008
WACHOVIA SECURITIES October 2003 - July 2006
LINSCO PRIVATE LEDGER August 2001 - January 2003
SALOMON SMITH BARNEY April 1992 - January 2001
DEAN WITTER September 1988 - April 1992
Skills
Team Building, Microsoft Office, Securities, Series 7, Strategic Planning, Mutual Funds, Microsoft Excel, Visio, Process Improvement, Public Speaking, Uniform Combined State..., Series 63
Education
Kingsborough Community College 1977 — 1978
Pre-med/Liberal Arts
Dan Saccavino's DEAN WITTER Experience 1991 - 1993
Job IT Manager at Avesta Homes
Industry Information Technology and Services
Experience
Avesta Communities December 2014 - Present
Leaders in Call Center & Helpdesk Management in the Tampa/St. Petersburg, Florida Area 2014 - Present
Amscot Financial May 2013 - August 2014
IVANS, Inc August 2010 - February 2013
Catalina Marketing November 2007 - July 2010
GunnAllen Financial January 2005 - September 2007
Pfizer October 1995 - January 2005
JP Morgan Chase 1993 - 1995
Dean Witter 1991 - 1993
Skills
Process Improvement, Leadership, Call Centers, Management, Troubleshooting, Team Management, Service Delivery, ITIL, Business Analysis, Team Leadership, Project Management, Networking, Performance Management, Product Management, Recruiting, Software Documentation, Operations Management, IT Operations, Technical Support, Vendor Management, Customer Satisfaction, IT Management, Customer Service, Help Desk Support, SharePoint, Telecommunications, Cross-functional Team..., Active Directory, Outsourcing, Motivation, Consulting, Integration, Disaster Recovery, Sales, Information Technology, Training, IT Strategy, Customer-focused Service, Team Building, Cross-team Collaboration, Feedback Management, Data Analysis, Helping Clients
Education
Iona College 1985 — 1987
BS, Computer Science
Avesta Communities December 2014 - Present
Leaders in Call Center & Helpdesk Management in the Tampa/St. Petersburg, Florida Area 2014 - Present
Amscot Financial May 2013 - August 2014
IVANS, Inc August 2010 - February 2013
Catalina Marketing November 2007 - July 2010
GunnAllen Financial January 2005 - September 2007
Pfizer October 1995 - January 2005
JP Morgan Chase 1993 - 1995
Dean Witter 1991 - 1993
Skills
Process Improvement, Leadership, Call Centers, Management, Troubleshooting, Team Management, Service Delivery, ITIL, Business Analysis, Team Leadership, Project Management, Networking, Performance Management, Product Management, Recruiting, Software Documentation, Operations Management, IT Operations, Technical Support, Vendor Management, Customer Satisfaction, IT Management, Customer Service, Help Desk Support, SharePoint, Telecommunications, Cross-functional Team..., Active Directory, Outsourcing, Motivation, Consulting, Integration, Disaster Recovery, Sales, Information Technology, Training, IT Strategy, Customer-focused Service, Team Building, Cross-team Collaboration, Feedback Management, Data Analysis, Helping Clients
Education
Iona College 1985 — 1987
BS, Computer Science
Victor Moskowitz's DEAN WITTER Experience July 1985 - September 1993
Job Director at US Securities and Exchange Commission
Industry Law Enforcement
Experience
US Securities and Exchange Commission December 1993 - Present
Dean Witter July 1985 - September 1993
United States Marine Corps June 1975 - March 1985
Education
New York University 1971 — 1975
B.S., Psychology
US Securities and Exchange Commission December 1993 - Present
Dean Witter July 1985 - September 1993
United States Marine Corps June 1975 - March 1985
Education
New York University 1971 — 1975
B.S., Psychology
winston holmes's DEAN WITTER Experience January 1988 - January 1990
Job Business Analyst at AT&T Comms, Inc.
Industry Telecommunications
Experience
Client: Kelly Mitchell/AT&T September 2012 - Present
Emory University Hospital January 2012 - August 2012
FleetCor September 2011 - December 2011
Verizon July 2000 - April 2011
Bank of America January 1992 - January 2000
CibaVision Corporation January 1997 - January 1999
Equifax information Services January 1991 - January 1992
ITT Financial Services January 1990 - January 1991
Dean Witter January 1988 - January 1990
Skills
OBIEE, Brio Query, Hyperion Enterprise, MS Project, Quality Center, SoapUI, WinSCP, Filezilla, WinZip, Putty, Exceed, Requirements Analysis, Testing, Financial Reporting, User Acceptance Testing, Visio, Business Analysis, Access, SDLC, Outlook, SQL, Excel, PowerPoint, Microsoft Office, Quality Assurance, PL/SQL, Change Management, SQL Server, Financial Analysis, Business Intelligence, Process Improvement, Telecommunications, Budgeting, Documentation, SharePoint, SOX, Team Leadership, Data Analysis, Microsoft SQL Server, Microsoft Excel, Project Management, Software Documentation, Databases, Management, Risk Management, Project Planning, Cross-functional Team..., Business Requirements, Leadership, Oracle
Education
Mercer University 1992 — 1994
Master of Business Administration (MBA), Finance
City College of New York 1983 — 1988
Bachelor of Arts Degree, Business Economics
Client: Kelly Mitchell/AT&T September 2012 - Present
Emory University Hospital January 2012 - August 2012
FleetCor September 2011 - December 2011
Verizon July 2000 - April 2011
Bank of America January 1992 - January 2000
CibaVision Corporation January 1997 - January 1999
Equifax information Services January 1991 - January 1992
ITT Financial Services January 1990 - January 1991
Dean Witter January 1988 - January 1990
Skills
OBIEE, Brio Query, Hyperion Enterprise, MS Project, Quality Center, SoapUI, WinSCP, Filezilla, WinZip, Putty, Exceed, Requirements Analysis, Testing, Financial Reporting, User Acceptance Testing, Visio, Business Analysis, Access, SDLC, Outlook, SQL, Excel, PowerPoint, Microsoft Office, Quality Assurance, PL/SQL, Change Management, SQL Server, Financial Analysis, Business Intelligence, Process Improvement, Telecommunications, Budgeting, Documentation, SharePoint, SOX, Team Leadership, Data Analysis, Microsoft SQL Server, Microsoft Excel, Project Management, Software Documentation, Databases, Management, Risk Management, Project Planning, Cross-functional Team..., Business Requirements, Leadership, Oracle
Education
Mercer University 1992 — 1994
Master of Business Administration (MBA), Finance
City College of New York 1983 — 1988
Bachelor of Arts Degree, Business Economics
Joe Boyd's DEAN WITTER Experience 1992 - 1993
Job Senior Vice President Commercial Loan Officer at Lake Sunapee Bank
Industry Banking
Experience
Lake Sunapee Bank October 2013 - Present
Randolph National Bank 1993 - October 2013
Dean Witter 1992 - 1993
Bank of Woodstock 1989 - 1992
Office of the Comptroller of the Currency 1974 - 1986
Education
Suffolk University 1978 — 1979
Business Administration and Management, General
Northeastern University 1969 — 1974
Bachelor of Arts (B.A.), Economics
Lake Sunapee Bank October 2013 - Present
Randolph National Bank 1993 - October 2013
Dean Witter 1992 - 1993
Bank of Woodstock 1989 - 1992
Office of the Comptroller of the Currency 1974 - 1986
Education
Suffolk University 1978 — 1979
Business Administration and Management, General
Northeastern University 1969 — 1974
Bachelor of Arts (B.A.), Economics
robert holton's DEAN WITTER Experience 1995 - 1997
Job sales at Allstate
Industry Insurance
Experience
Allstate January 2008 - Present
Bank One November 1997 - June 2002
dean witter 1995 - 1997
Skills
Strong analytical..., strong people skills, strong negotiating...
Education
Marshall University 1988 — 1995
Bachelor of Business Admistration, Economics MBA
marshall university 1988 — 1995
MBA, investment stratgey
Allstate January 2008 - Present
Bank One November 1997 - June 2002
dean witter 1995 - 1997
Skills
Strong analytical..., strong people skills, strong negotiating...
Education
Marshall University 1988 — 1995
Bachelor of Business Admistration, Economics MBA
marshall university 1988 — 1995
MBA, investment stratgey
Carole Grau's DEAN WITTER Experience 1981 - 1985
Job Portfolio Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley (Smith Barney) 1985 - Present
Dean Witter 1981 - 1985
Merrill Lynch 1980 - 1981
Skills
Series 7, Series 63, FINRA, Uniform Combined State..., Wealth Management, Series 65, Investment Advisory, Retirement, Alternative Investments
Education
James Madison University 1973 — 1975
Morgan Stanley (Smith Barney) 1985 - Present
Dean Witter 1981 - 1985
Merrill Lynch 1980 - 1981
Skills
Series 7, Series 63, FINRA, Uniform Combined State..., Wealth Management, Series 65, Investment Advisory, Retirement, Alternative Investments
Education
James Madison University 1973 — 1975
Jeffrey Springer's DEAN WITTER Experience 1993 - 1995
Job Director at PWD Systems LLC
Industry Executive Office
Experience
PWD Systems LLC November 2011 - Present
Wells Fargo Advisors, LLC July 2007 - November 2011
Morgan Stanley 2004 - 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Dean Witter 1993 - 1995
Dean Witter 1992 - 1993
Dean Witter May 1983 - February 1992
Dean Witter 1991 - 1992
Skills
Series 7, Series 63, Series 65, FINRA, Mutual Funds, Wealth Management, Asset Management, Securities, Retirement Planning, Asset Allocation, Uniform Combined State..., Finance, Retirement, Financial Services, Fixed Annuities, Hedge Funds, Portfolio Management, Options, Estate Planning, Strategic Financial..., Trading, Alternative Investments, Investment Advisory, Separately Managed..., ETFs, Investment Strategies, Financial Advisory, Equities, Fixed Income, Wealth Management..., Series 24, Bonds, Investments, IRAs, 401k, Investment Management, High Net Worth..., Wealth, Bloomberg, Financial Planners, Series 6, Financial Markets, Series 3, Series 8
Education
University of Pennsylvania - The Wharton School
Morgan Stanley Executive Program
Hofstra University
Master of Business Administration (MBA)
PWD Systems LLC November 2011 - Present
Wells Fargo Advisors, LLC July 2007 - November 2011
Morgan Stanley 2004 - 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Dean Witter 1993 - 1995
Dean Witter 1992 - 1993
Dean Witter May 1983 - February 1992
Dean Witter 1991 - 1992
Skills
Series 7, Series 63, Series 65, FINRA, Mutual Funds, Wealth Management, Asset Management, Securities, Retirement Planning, Asset Allocation, Uniform Combined State..., Finance, Retirement, Financial Services, Fixed Annuities, Hedge Funds, Portfolio Management, Options, Estate Planning, Strategic Financial..., Trading, Alternative Investments, Investment Advisory, Separately Managed..., ETFs, Investment Strategies, Financial Advisory, Equities, Fixed Income, Wealth Management..., Series 24, Bonds, Investments, IRAs, 401k, Investment Management, High Net Worth..., Wealth, Bloomberg, Financial Planners, Series 6, Financial Markets, Series 3, Series 8
Education
University of Pennsylvania - The Wharton School
Morgan Stanley Executive Program
Hofstra University
Master of Business Administration (MBA)
Kim Pigeon's DEAN WITTER Experience 1986 - 1988
Job Business Analyst/Technology Instructor at Northeast Wisconsin Technical College
Industry Higher Education
Experience
Northeast Wisconsin Technical College August 2008 - Present
Northeast Wisconsin Technical College October 2001 - June 2008
Bischel & Company, S.C. June 1999 - October 2001
Dean Witter 1986 - 1988
Skills
Distance Learning, Training, E-Learning, Microsoft Word, Microsoft Excel, Leadership, Coaching, Data Analysis, Project Management, Time Management, Classroom, Blended Learning, Nonprofits, Technical Writing, Adult Education, Customer Service, Editing, Public Speaking, Higher Education, Microsoft Office, Team Building, Leadership Development, English Grammar
Education
Silver Lake College 2008 — 2010
Masters, Organization & Behavioral Management
Franklin University
B.S., Digital Communication and Media/Multimedia
Northeast Wisconsin Technical College
Northeast Wisconsin Technical College
Northeast Wisconsin Technical College August 2008 - Present
Northeast Wisconsin Technical College October 2001 - June 2008
Bischel & Company, S.C. June 1999 - October 2001
Dean Witter 1986 - 1988
Skills
Distance Learning, Training, E-Learning, Microsoft Word, Microsoft Excel, Leadership, Coaching, Data Analysis, Project Management, Time Management, Classroom, Blended Learning, Nonprofits, Technical Writing, Adult Education, Customer Service, Editing, Public Speaking, Higher Education, Microsoft Office, Team Building, Leadership Development, English Grammar
Education
Silver Lake College 2008 — 2010
Masters, Organization & Behavioral Management
Franklin University
B.S., Digital Communication and Media/Multimedia
Northeast Wisconsin Technical College
Northeast Wisconsin Technical College
Richard Blaney, CFP's DEAN WITTER Experience January 1987 - August 1992
Job Wealth Management
Industry Financial Services
Experience
Beechwood Financial Services, LLC February 2015 - Present
Tuttle Wealth Management January 2013 - May 2014
Atlantis Asset Management April 2012 - December 2012
Beechwood Financial Services, LLC January 2005 - March 2012
Independent Financial Services Professional April 2001 - June 2002
Lehman Brothers September 1992 - February 1999
Dean Witter January 1987 - August 1992
Skills
Investments, Financial Services, Portfolio Management, Financial Analysis, Asset Managment, Alternative Investments, Risk Management, Fixed Income, Wealth Management
Education
The American College 2002 — 2004
CFP Education Requirement, CFP Core Cirriculum
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
State University of New York College at Oneonta 1982 — 1986
BS, Business Economics
Beechwood Financial Services, LLC February 2015 - Present
Tuttle Wealth Management January 2013 - May 2014
Atlantis Asset Management April 2012 - December 2012
Beechwood Financial Services, LLC January 2005 - March 2012
Independent Financial Services Professional April 2001 - June 2002
Lehman Brothers September 1992 - February 1999
Dean Witter January 1987 - August 1992
Skills
Investments, Financial Services, Portfolio Management, Financial Analysis, Asset Managment, Alternative Investments, Risk Management, Fixed Income, Wealth Management
Education
The American College 2002 — 2004
CFP Education Requirement, CFP Core Cirriculum
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
State University of New York College at Oneonta 1982 — 1986
BS, Business Economics
Joseph Mallon's DEAN WITTER Experience 1983 - 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 1983 - February 2011
Dean Witter 1983 - 2001
Bank of New York Mellon March 1979 - December 1982
Bell Laboratories June 1973 - March 1979
Skills
Business Systems..., Team Management, 24x7 Production Support, data warehouse..., End User Training, change impact analysis, Change Management
Education
New York University - Polytechnic School of Engineering 1973 — 1975
MS, Operations Research
Pratt Institute 1968 — 1973
BS, Computer Science
Morgan Stanley Smith Barney January 1983 - February 2011
Dean Witter 1983 - 2001
Bank of New York Mellon March 1979 - December 1982
Bell Laboratories June 1973 - March 1979
Skills
Business Systems..., Team Management, 24x7 Production Support, data warehouse..., End User Training, change impact analysis, Change Management
Education
New York University - Polytechnic School of Engineering 1973 — 1975
MS, Operations Research
Pratt Institute 1968 — 1973
BS, Computer Science
Dave Stipe's DEAN WITTER Experience February 1981 - April 1984
Job
Industry Insurance
Experience
Southern Farm Bureau Casualty Ins. 2009 - Present
Southern Farm Bureau Casualty Ins. April 1986 - July 2009
Dean Witter February 1981 - April 1984
Skills
Investments, Microsoft Excel, Customer Service, Underwriting, Financial Analysis, Microsoft Office, Insurance, Microsoft Word, Risk Management, Budgets, PowerPoint, Strategic Planning, Banking, Accounting, Property & Casualty...
Education
Montana State University-Bozeman 1977 — 1980
Bachelor of Science
Michigan State University
Southern Farm Bureau Casualty Ins. 2009 - Present
Southern Farm Bureau Casualty Ins. April 1986 - July 2009
Dean Witter February 1981 - April 1984
Skills
Investments, Microsoft Excel, Customer Service, Underwriting, Financial Analysis, Microsoft Office, Insurance, Microsoft Word, Risk Management, Budgets, PowerPoint, Strategic Planning, Banking, Accounting, Property & Casualty...
Education
Montana State University-Bozeman 1977 — 1980
Bachelor of Science
Michigan State University
Ron Britton's DEAN WITTER Experience May 1984 - May 1986
Job President at RLB Trading
Industry Investment Management
Experience
RLB Trading February 2003 - Present
Wake Forest - Rolesville High School August 1999 - January 2003
Logos Healthcare August 1998 - August 1999
Southern Management Services May 1997 - August 1998
Pinnacle Rehabilitation January 1994 - May 1997
Sunlife OB/GYN January 1990 - January 1994
Younge and Associates January 1987 - January 1990
Stifel Nicolaus and Company May 1986 - January 1987
Dean Witter May 1984 - May 1986
Oxy March 1981 - May 1984
Skills
Portfolio Management, Asset Managment, Strategic Planning, Alternative Investments, Investments, Project Management, Financial Analysis, Mergers, Private Equity, Business Development, Equities, Entrepreneurship, Business Planning, Mergers & Acquisitions, Management Consulting, Business Strategy, Strategy, New Business Development, Market Research, Contract Negotiation, Budgets, Public Speaking, Management
Education
University of Oklahoma 1975 — 1976
Secondary Teaching Certification, Secondary Education and Teaching, 3.8/4.0
University of Iowa 1973 — 1975
Post Graduate Work, Science and Education, 3.6/4.0
Oklahoma State University 1969 — 1973
Bachelor of Science (B.S.), Biology/Psychology, 2.8/4.0
Putnam City High School - Oklahoma City, Oklahoma 1966 — 1969
High School Diploma, Science and Math, 3.96/4.0
RLB Trading February 2003 - Present
Wake Forest - Rolesville High School August 1999 - January 2003
Logos Healthcare August 1998 - August 1999
Southern Management Services May 1997 - August 1998
Pinnacle Rehabilitation January 1994 - May 1997
Sunlife OB/GYN January 1990 - January 1994
Younge and Associates January 1987 - January 1990
Stifel Nicolaus and Company May 1986 - January 1987
Dean Witter May 1984 - May 1986
Oxy March 1981 - May 1984
Skills
Portfolio Management, Asset Managment, Strategic Planning, Alternative Investments, Investments, Project Management, Financial Analysis, Mergers, Private Equity, Business Development, Equities, Entrepreneurship, Business Planning, Mergers & Acquisitions, Management Consulting, Business Strategy, Strategy, New Business Development, Market Research, Contract Negotiation, Budgets, Public Speaking, Management
Education
University of Oklahoma 1975 — 1976
Secondary Teaching Certification, Secondary Education and Teaching, 3.8/4.0
University of Iowa 1973 — 1975
Post Graduate Work, Science and Education, 3.6/4.0
Oklahoma State University 1969 — 1973
Bachelor of Science (B.S.), Biology/Psychology, 2.8/4.0
Putnam City High School - Oklahoma City, Oklahoma 1966 — 1969
High School Diploma, Science and Math, 3.96/4.0
Jeff Haspel's DEAN WITTER Experience January 1989 - July 1998
Job Financial Advisor
Industry Investment Management
Experience
www.jeffhaspel.com March 2003 - Present
Self Employed/Wilbanks Securities March 2003 - Present
Merrill Lynch July 1998 - January 2001
Dean Witter January 1989 - July 1998
Skills
Problem Solving, Financial Planning, Account Management, Public Speaking, Fundraising, Budgets, Strategic Planning, Non-profits, Public Relations, Retirement Planning, Wealth Management, Investments, Customer Service, Event Planning, Asset Allocation, Series 7, Mutual Funds, Research, Event Management, Social Media, Portfolio Management, 401k, Estate Planning, Equities, Nonprofits, Series 63, Finance, Securities, Fixed Annuities, Investment Advisory, Retirement, Small Business, Life Insurance, Long-term Care, Financial Analysis, Long Term Care Insurance, Strategic Financial..., Financial Planners, Marketing, Insurance, Management
Education
University of Oregon 1973 — 1975
BS, Broadcast Communications
Foothill College 1972 — 1973
AA, journalism
West Los Angeles College 1971 — 1972
humanities
www.jeffhaspel.com March 2003 - Present
Self Employed/Wilbanks Securities March 2003 - Present
Merrill Lynch July 1998 - January 2001
Dean Witter January 1989 - July 1998
Skills
Problem Solving, Financial Planning, Account Management, Public Speaking, Fundraising, Budgets, Strategic Planning, Non-profits, Public Relations, Retirement Planning, Wealth Management, Investments, Customer Service, Event Planning, Asset Allocation, Series 7, Mutual Funds, Research, Event Management, Social Media, Portfolio Management, 401k, Estate Planning, Equities, Nonprofits, Series 63, Finance, Securities, Fixed Annuities, Investment Advisory, Retirement, Small Business, Life Insurance, Long-term Care, Financial Analysis, Long Term Care Insurance, Strategic Financial..., Financial Planners, Marketing, Insurance, Management
Education
University of Oregon 1973 — 1975
BS, Broadcast Communications
Foothill College 1972 — 1973
AA, journalism
West Los Angeles College 1971 — 1972
humanities
edward lezak's DEAN WITTER Experience February 1977 - December 1978
Job
Industry Financial Services
Experience
Northeastern Illinois University September 1993 - August 2007
The Chicago Corporation January 1979 - August 1986
Dean Witter February 1977 - December 1978
CNA Insurance September 1972 - October 1977
Virginia Commonwealth University September 1970 - August 1972
Indiana University NW September 1966 - August 1970
Honeywell Ordnance Division September 1963 - July 1964
Armour Research Foundation September 1960 - October 1962
Skills
i have a Ph.D. in math..., granted in 1969., i am expert in firearms..., Fortran, Simulations, Finance, Research, Investments, Mathematics, Mergers & Acquisitions, Risk Management, Financial Analysis, Data Analysis, BASIC, Statistics, Financial Modeling, Process Improvement, Microsoft Office, Public Speaking, Leadership, Management, Teaching, Economics, Portfolio Management, mathematics physics
Education
Illinois Institute of Technology 1957 — 1969
Bachelor of Science (B.S.),M.S.,Ph.D., Mathematics
Illinois Institute of Technology 1957 — 1969
Bachelor's degree masters degree doctor of philosophy in mathematics, Mathematics
Northeastern Illinois University September 1993 - August 2007
The Chicago Corporation January 1979 - August 1986
Dean Witter February 1977 - December 1978
CNA Insurance September 1972 - October 1977
Virginia Commonwealth University September 1970 - August 1972
Indiana University NW September 1966 - August 1970
Honeywell Ordnance Division September 1963 - July 1964
Armour Research Foundation September 1960 - October 1962
Skills
i have a Ph.D. in math..., granted in 1969., i am expert in firearms..., Fortran, Simulations, Finance, Research, Investments, Mathematics, Mergers & Acquisitions, Risk Management, Financial Analysis, Data Analysis, BASIC, Statistics, Financial Modeling, Process Improvement, Microsoft Office, Public Speaking, Leadership, Management, Teaching, Economics, Portfolio Management, mathematics physics
Education
Illinois Institute of Technology 1957 — 1969
Bachelor of Science (B.S.),M.S.,Ph.D., Mathematics
Illinois Institute of Technology 1957 — 1969
Bachelor's degree masters degree doctor of philosophy in mathematics, Mathematics
Terry Soffera's DEAN WITTER Experience 1988 - 1993
Job Investment Management Professional
Industry Investment Management
Experience
Archer - Investment Management Solutions August 2014 - Present
Market Street Advisors September 2013 - Present
Consultant January 2012 - September 2013
Sterling Asset Management, LLC - formerly Valley Forge Advisors/Valley Forge Trust Company 2005 - 2011
The Swarthmore Group July 2003 - August 2005
Providence Investment Advisors April 2002 - July 2003
RRZ Investment Management July 1998 - March 2002
Meridian Investment Company 1993 - 1998
Dean Witter 1988 - 1993
Skills
Asset Managment, Portfolio Management, Operations Management, Fixed Asset Management, Investment Advisory, Product Development, Product Management, Investment Strategies, Investment Management, Fixed Income Analysis, Bonds, Trading, Asset Allocation, Investments, Financial Markets, Financial Advisory, Financial Services, Trading Systems, Mutual Funds, Alternative Investments, ETFs, Equity Research, Policy Analysis, Management Consulting, Strategic Consulting, Fixed Income, Hedge Funds, Equities, Start-ups, Private Equity, Emerging Markets, Fund Of Funds, Mergers & Acquisitions, Wealth Management, Venture Capital, Securities, Series 7, Capital Markets, Institutional..., Valuation, Derivatives, Equity Trading, Series 63, Wealth Management..., Options, Proprietary Trading, Equity Derivatives, Hedging, Pension Funds, Private Placements
Education
Kutztown University of Pennsylvania
Bachelor of Science (BS)
Lehigh University
Archer - Investment Management Solutions August 2014 - Present
Market Street Advisors September 2013 - Present
Consultant January 2012 - September 2013
Sterling Asset Management, LLC - formerly Valley Forge Advisors/Valley Forge Trust Company 2005 - 2011
The Swarthmore Group July 2003 - August 2005
Providence Investment Advisors April 2002 - July 2003
RRZ Investment Management July 1998 - March 2002
Meridian Investment Company 1993 - 1998
Dean Witter 1988 - 1993
Skills
Asset Managment, Portfolio Management, Operations Management, Fixed Asset Management, Investment Advisory, Product Development, Product Management, Investment Strategies, Investment Management, Fixed Income Analysis, Bonds, Trading, Asset Allocation, Investments, Financial Markets, Financial Advisory, Financial Services, Trading Systems, Mutual Funds, Alternative Investments, ETFs, Equity Research, Policy Analysis, Management Consulting, Strategic Consulting, Fixed Income, Hedge Funds, Equities, Start-ups, Private Equity, Emerging Markets, Fund Of Funds, Mergers & Acquisitions, Wealth Management, Venture Capital, Securities, Series 7, Capital Markets, Institutional..., Valuation, Derivatives, Equity Trading, Series 63, Wealth Management..., Options, Proprietary Trading, Equity Derivatives, Hedging, Pension Funds, Private Placements
Education
Kutztown University of Pennsylvania
Bachelor of Science (BS)
Lehigh University
Christopher Tedesco's DEAN WITTER Experience May 1992 - March 1997
Job Financial Services Professional
Industry Financial Services
Experience
Pershing, a BNY Mellon company 1997 - 2010
Dean Witter May 1992 - March 1997
Skills
Customer Service, Data Entry, Internet, Lotus Notes, Microsoft Excel, Microsoft Word, Windows
Education
Acel Training 2012 — 2012
Long Island University, C.W. Post Campus 1988 — 1992
Bachelor's degree, Music
Pershing, a BNY Mellon company 1997 - 2010
Dean Witter May 1992 - March 1997
Skills
Customer Service, Data Entry, Internet, Lotus Notes, Microsoft Excel, Microsoft Word, Windows
Education
Acel Training 2012 — 2012
Long Island University, C.W. Post Campus 1988 — 1992
Bachelor's degree, Music
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY