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
Shawn McNeil Shawn McNeil's DEAN WITTER Experience January 1994 - July 1995
Job CFO, Maxwell Energy Service, LLC
Industry Oil & Energy
Experience
Maxwell Energy Service, LLC June 2014 - Present
Blue Cross Blue Shield of Michigan November 2013 - June 2014
Masco Cabinetry May 2010 - 2013
MASCO Retail Cabinet Group November 2007 - May 2010
Radiometer America, Inc February 2006 - November 2007
Nutriscience Technologies (Mistui) July 1997 - February 2006
Ohio Army National Guard January 1983 - March 2004
Clark Oil & Chemical, Div. CoChem, Inc. July 1995 - July 1997
Dean Witter January 1994 - July 1995
Skills
Pricing, Competitive Analysis, Pricing Strategy, Pricing Analysis, Finance, Forecasting, Budget, Process Improvement, Market Analysis, Strategic Planning, Negotiation, Team Building, Sales, Sales Management, Budgets, Contract Development, Operations Management, Microsoft Excel, Project Management, Training, Strategy, Contract Management, Financial Analysis, Management, Leadership, Analysis, Change Management, Financial Modeling, Business Planning, Analytics, Program Management, Continuous Improvement, P&L Management, Financial Reporting, Accounting, Business Strategy
Education
The University of Akron
BS, Finance
Maxwell Energy Service, LLC June 2014 - Present
Blue Cross Blue Shield of Michigan November 2013 - June 2014
Masco Cabinetry May 2010 - 2013
MASCO Retail Cabinet Group November 2007 - May 2010
Radiometer America, Inc February 2006 - November 2007
Nutriscience Technologies (Mistui) July 1997 - February 2006
Ohio Army National Guard January 1983 - March 2004
Clark Oil & Chemical, Div. CoChem, Inc. July 1995 - July 1997
Dean Witter January 1994 - July 1995
Skills
Pricing, Competitive Analysis, Pricing Strategy, Pricing Analysis, Finance, Forecasting, Budget, Process Improvement, Market Analysis, Strategic Planning, Negotiation, Team Building, Sales, Sales Management, Budgets, Contract Development, Operations Management, Microsoft Excel, Project Management, Training, Strategy, Contract Management, Financial Analysis, Management, Leadership, Analysis, Change Management, Financial Modeling, Business Planning, Analytics, Program Management, Continuous Improvement, P&L Management, Financial Reporting, Accounting, Business Strategy
Education
The University of Akron
BS, Finance
Rad Thurston Rad Thurston's DEAN WITTER Experience January 1982 - January 1984
Job Regional Vice President at CertiPay
Industry Program Development
Experience
CertiPay June 2014 - Present
ISI April 2013 - May 2014
GSI Homestyles, Inc November 1999 - April 2013
Summit Telecom, Inc January 1984 - January 1999
Dean Witter January 1982 - January 1984
Weyerhaeuser Co January 1980 - January 1982
Skills
Account Management, Sales, Sales Management, Budgets, Purchasing, Team Building, New Business Development, Forecasting, Leadership, Marketing, Strategic Planning, Product Management, Operations Management, Process Improvement, Training, Management, Customer Service
Education
The University of Georgia 1976 — 1980
Bachelors of Business Administration, Business, Management, Marketing, Finance
CertiPay June 2014 - Present
ISI April 2013 - May 2014
GSI Homestyles, Inc November 1999 - April 2013
Summit Telecom, Inc January 1984 - January 1999
Dean Witter January 1982 - January 1984
Weyerhaeuser Co January 1980 - January 1982
Skills
Account Management, Sales, Sales Management, Budgets, Purchasing, Team Building, New Business Development, Forecasting, Leadership, Marketing, Strategic Planning, Product Management, Operations Management, Process Improvement, Training, Management, Customer Service
Education
The University of Georgia 1976 — 1980
Bachelors of Business Administration, Business, Management, Marketing, Finance
Bob Monte Bob Monte's DEAN WITTER Experience May 1988 - July 1991
Job Investment Manager/Senior Wealth Adviser
Industry Financial Services
Experience
Monte Financial Group LLC June 2009 - Present
Morgan Stanley Smith Barney July 1991 - June 2009
Dean Witter May 1988 - July 1991
Paine Webber April 1984 - May 1988
Northwestern Mutual January 1982 - April 1984
Skills
Wealth Management..., Investment Advisory, Portfolio Management, Charitable Gift Planning, Needs Assessment, Retirement Advisory, Financial Needs, Portfolio Development, Portfolio Analytics, Wealth Management...
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Monte Financial Group LLC June 2009 - Present
Morgan Stanley Smith Barney July 1991 - June 2009
Dean Witter May 1988 - July 1991
Paine Webber April 1984 - May 1988
Northwestern Mutual January 1982 - April 1984
Skills
Wealth Management..., Investment Advisory, Portfolio Management, Charitable Gift Planning, Needs Assessment, Retirement Advisory, Financial Needs, Portfolio Development, Portfolio Analytics, Wealth Management...
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Stephanie Young Stephanie Young's DEAN WITTER Experience January 1997 - January 1998
Job Customer Success Director at Salesforce
Industry Information Technology and Services
Experience
Salesforce August 2012 - Present
Oracle February 2010 - August 2012
Oracle August 2006 - February 2010
Oracle October 2004 - August 2006
Wells Fargo May 2003 - July 2004
Andersen Consulting / Accenture October 1998 - August 2002
Dean Witter January 1997 - January 1998
Skills
Leadership, Business Case, Project Portfolio..., PMO, IT Strategy, Business Transformation, Business Process..., Business Process..., Management Consulting, Business Intelligence, Enterprise Software, Strategy, Strategic Planning, Program Management, Change Management, Governance, KPI implementation, Key Performance..., Business Strategy, Business Process, Business Process Design, Business Process Mapping, Adoption, Strategic Roadmaps, Roadmap Creation, IT Management, Key Message Development, Demand Generation, Management, Project Management, CRM, Professional Services, Consulting, Cross-functional Team..., Product Management, SaaS, Business Analysis, Cloud Computing, Salesforce.com
Education
Stanford University 2007 — 2008
Professional Certification, Strategic Decision Making and Risk Management
University of the Pacific - Eberhardt School of Business 1997 — 1998
MBA, Business
University of the Pacific - Eberhardt School of Business 1993 — 1997
Bachelors of Science, Business
Monte Vista High School 1991 — 1993
Salesforce August 2012 - Present
Oracle February 2010 - August 2012
Oracle August 2006 - February 2010
Oracle October 2004 - August 2006
Wells Fargo May 2003 - July 2004
Andersen Consulting / Accenture October 1998 - August 2002
Dean Witter January 1997 - January 1998
Skills
Leadership, Business Case, Project Portfolio..., PMO, IT Strategy, Business Transformation, Business Process..., Business Process..., Management Consulting, Business Intelligence, Enterprise Software, Strategy, Strategic Planning, Program Management, Change Management, Governance, KPI implementation, Key Performance..., Business Strategy, Business Process, Business Process Design, Business Process Mapping, Adoption, Strategic Roadmaps, Roadmap Creation, IT Management, Key Message Development, Demand Generation, Management, Project Management, CRM, Professional Services, Consulting, Cross-functional Team..., Product Management, SaaS, Business Analysis, Cloud Computing, Salesforce.com
Education
Stanford University 2007 — 2008
Professional Certification, Strategic Decision Making and Risk Management
University of the Pacific - Eberhardt School of Business 1997 — 1998
MBA, Business
University of the Pacific - Eberhardt School of Business 1993 — 1997
Bachelors of Science, Business
Monte Vista High School 1991 — 1993
Capt. Bill Hutchinson Capt. Bill Hutchinson's DEAN WITTER Experience September 1976 - September 1984
Job Owner, President & CEO of Fishing International Inc.
Industry Leisure, Travel & Tourism
Experience
Fishing International Inc. July 2005 - Present
Variety of Banks 1990 - 2000
Dean Witter September 1976 - September 1984
Skills
Stock Market Investments, World Wide Sportfishing..., Fly Fishing, USCG Captain, Cal F&G Guide, Investments, Fishing, Portfolio Management
Education
SFSU 1973 — 1976
Bachelor of Arts (BA), Finance
University of Colorado at Boulder 1971 — 1973
Fishing International Inc. July 2005 - Present
Variety of Banks 1990 - 2000
Dean Witter September 1976 - September 1984
Skills
Stock Market Investments, World Wide Sportfishing..., Fly Fishing, USCG Captain, Cal F&G Guide, Investments, Fishing, Portfolio Management
Education
SFSU 1973 — 1976
Bachelor of Arts (BA), Finance
University of Colorado at Boulder 1971 — 1973
Kaleigh Patton Kaleigh Patton's DEAN WITTER Experience June 1996 - March 2000
Job back in school Walden University, Baltimore MD PhD Doctorate in the Philosophy of Education
Industry Music
Experience
Aurora Loan Services November 2008 - September 2010
Western Heritage Credit Union March 2004 - June 2006
Dean Witter June 1996 - March 2000
San Diego County Credit Union June 1990 - June 1996
Skills
Mortgage Lending, Loans, Financial Services, Banking, Investments, Music Education, Music Theory, Higher Education
Education
San Diego State University-California State University 1987 — 1990
Master of Arts (M.A.), Piano Pedagogy
University of Nebraska-Lincoln 1982 — 1987
Bachelor's degree, Music and Arts
Western Nebraska Community College
Basic Nursing Assistant, Medicine
Aurora Loan Services November 2008 - September 2010
Western Heritage Credit Union March 2004 - June 2006
Dean Witter June 1996 - March 2000
San Diego County Credit Union June 1990 - June 1996
Skills
Mortgage Lending, Loans, Financial Services, Banking, Investments, Music Education, Music Theory, Higher Education
Education
San Diego State University-California State University 1987 — 1990
Master of Arts (M.A.), Piano Pedagogy
University of Nebraska-Lincoln 1982 — 1987
Bachelor's degree, Music and Arts
Western Nebraska Community College
Basic Nursing Assistant, Medicine
Linda Shank Linda Shank's DEAN WITTER Experience September 1967 - June 1969
Job President/Owner Linda Shank & Company in Gold Canyon Arizona
Industry Real Estate
Experience
Linda Shank and Company June 2005 - Present
Apached Junction Fire District December 1996 - Present
Dean Witter September 1967 - June 1969
Maricopa County Hospital October 1966 - June 1968
Skills
Sellers, First Time Home Buyers, Foreclosures, Single Family Homes, Buyer Representation, Short Sales, REO, Investment Properties, Real Estate, Relocation, Real Estate Economics, Buyers, Real Estate Transactions, Residential Homes, Investors, ABR, SFR
Education
School of Hard Knocks 1978 — 2009
Life studies & What Not to Do
Phoenix College 1964 — 1965
Liberal Arts
Linda Shank and Company June 2005 - Present
Apached Junction Fire District December 1996 - Present
Dean Witter September 1967 - June 1969
Maricopa County Hospital October 1966 - June 1968
Skills
Sellers, First Time Home Buyers, Foreclosures, Single Family Homes, Buyer Representation, Short Sales, REO, Investment Properties, Real Estate, Relocation, Real Estate Economics, Buyers, Real Estate Transactions, Residential Homes, Investors, ABR, SFR
Education
School of Hard Knocks 1978 — 2009
Life studies & What Not to Do
Phoenix College 1964 — 1965
Liberal Arts
Jack Kemp Jack Kemp's DEAN WITTER Experience 1967 - 1997
Job Partner at Massey Quick & Co., LLC
Industry Investment Management
Experience
Indian River Medical Center Foundation June 2013 - Present
Massey Quick & Co., LLC- Vero Beach,Florida April 2009 - Present
University of Colorado Foundation January 1994 - Present
Morgan Stanley Distributors 1998 - 2007
Morgan Stanley 1997 - 2007
The Provident Bank January 1978 - January 1997
Dean Witter 1967 - 1997
US Army April 1965 - June 1967
Skills
Wealth Management, Hedge Funds, Asset Allocation, Asset Managment, Investments, Series 7, Equities, Retirement Planning, Portfolio Management, Fixed Income, Investment Advisory, Mutual Funds, Series 63, Private Equity, Investment Management, Securities, Estate Planning, Strategic Financial..., Series 65, Alternative Investments, Asset Management, Fund Of Funds, Investment Strategies, Financial Services, FINRA, Wealth Management..., High Net Worth..., Bloomberg
Education
University of Colorado at Boulder 1960 — 1964
BA, History
Wharton Business School 1986 — 1988
Financial services management
Indian River Medical Center Foundation June 2013 - Present
Massey Quick & Co., LLC- Vero Beach,Florida April 2009 - Present
University of Colorado Foundation January 1994 - Present
Morgan Stanley Distributors 1998 - 2007
Morgan Stanley 1997 - 2007
The Provident Bank January 1978 - January 1997
Dean Witter 1967 - 1997
US Army April 1965 - June 1967
Skills
Wealth Management, Hedge Funds, Asset Allocation, Asset Managment, Investments, Series 7, Equities, Retirement Planning, Portfolio Management, Fixed Income, Investment Advisory, Mutual Funds, Series 63, Private Equity, Investment Management, Securities, Estate Planning, Strategic Financial..., Series 65, Alternative Investments, Asset Management, Fund Of Funds, Investment Strategies, Financial Services, FINRA, Wealth Management..., High Net Worth..., Bloomberg
Education
University of Colorado at Boulder 1960 — 1964
BA, History
Wharton Business School 1986 — 1988
Financial services management
Kim Rutledge - CREN, RFC, SFR Kim Rutledge - CREN, RFC, SFR's DEAN WITTER Experience March 1989 - October 1993
Job Executive Broker at Coldwell Banker Harris McHaney & Faucette
Industry Real Estate
Experience
Coldwell Banker Harris McHaney & Faucette May 2009 - Present
Griffin Company Realtors August 2005 - May 2009
Source One Relocation and Consulting, Real Estate April 1998 - August 2005
Re/Max Corporate, Denver Colorado October 1991 - March 1998
Dean Witter March 1989 - October 1993
Skills
Business Development, Negotiation, Relocation, Sellers, First Time Home Buyers, Short Sales, Real Estate, Real Estate Transactions, Residential Homes, Home, REO, Marketing Strategy, Buyer Representation, New Home Sales, Leadership, Investment Properties, Foreclosures, Listings, Sales, Single Family Homes, Selling, Buyers, Customer Service, HUD, Property, Leases, New Homes, Real Property, Referrals, Brokerage, Investors, Luxury, ABR
Education
University of Arkansas at Fayetteville 1983 — 1988
BSBA, Finance and Banking
Fayetteville High 1980 — 1983
Coldwell Banker Harris McHaney & Faucette May 2009 - Present
Griffin Company Realtors August 2005 - May 2009
Source One Relocation and Consulting, Real Estate April 1998 - August 2005
Re/Max Corporate, Denver Colorado October 1991 - March 1998
Dean Witter March 1989 - October 1993
Skills
Business Development, Negotiation, Relocation, Sellers, First Time Home Buyers, Short Sales, Real Estate, Real Estate Transactions, Residential Homes, Home, REO, Marketing Strategy, Buyer Representation, New Home Sales, Leadership, Investment Properties, Foreclosures, Listings, Sales, Single Family Homes, Selling, Buyers, Customer Service, HUD, Property, Leases, New Homes, Real Property, Referrals, Brokerage, Investors, Luxury, ABR
Education
University of Arkansas at Fayetteville 1983 — 1988
BSBA, Finance and Banking
Fayetteville High 1980 — 1983
Christa Evashko's DEAN WITTER Experience 1989 - 1990
Job Finance Dept. at EdgeWave Inc
Industry Computer & Network Security
Experience
EdgeWave September 2010 - Present
Solana Highlands & Solana Pacific Elementary Parent/Teacher Association September 2005 - June 2013
Del Mar Coaching & Consulting January 2008 - September 2010
Grace Point Church September 1998 - July 2009
Jostens Learning Corp February 1991 - June 1994
Dean Witter 1989 - 1990
Skills
Event Planning, Leadership, Event Management, Non-profits, Salesforce.com, Customer Service, Sales, Community Outreach, Business Development, Marketing
Education
University of California, Los Angeles
Bachelor of Arts, History
EdgeWave September 2010 - Present
Solana Highlands & Solana Pacific Elementary Parent/Teacher Association September 2005 - June 2013
Del Mar Coaching & Consulting January 2008 - September 2010
Grace Point Church September 1998 - July 2009
Jostens Learning Corp February 1991 - June 1994
Dean Witter 1989 - 1990
Skills
Event Planning, Leadership, Event Management, Non-profits, Salesforce.com, Customer Service, Sales, Community Outreach, Business Development, Marketing
Education
University of California, Los Angeles
Bachelor of Arts, History
Donald E. Arington Donald E. Arington's DEAN WITTER Experience September 1966 - August 1988
Job Senior Vice President Investments of Arington Carolan Wealth Mgmt Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 1988 - Present
Dean Witter September 1966 - August 1988
Education
San Jose State University
Industry & Management
Wells Fargo Advisors September 1988 - Present
Dean Witter September 1966 - August 1988
Education
San Jose State University
Industry & Management
Camille Koorey Camille Koorey's DEAN WITTER Experience 1982 - 1987
Job Writer, Editor, PR and Marketing Communications Professional Partner and CoFounder, CJ2
Industry Public Relations and Communications
Experience
CJ2 Communication Strategies 2002 - Present
Touro Law Center 1991 - 2000
Dean Witter 1982 - 1987
Skills
Writing, Editing, Copy Editing, Proofreading, Brochures, Newsletters, Web Content, Websites, Corporate Communications, Corporate Branding, Press Releases, Public Relations, Media Placement, Project Management, Publications, Marketing Communications
Education
State University of New York College at Cortland 1975 — 1979
Bachelor of Arts, English
Locust Valley High School
CJ2 Communication Strategies 2002 - Present
Touro Law Center 1991 - 2000
Dean Witter 1982 - 1987
Skills
Writing, Editing, Copy Editing, Proofreading, Brochures, Newsletters, Web Content, Websites, Corporate Communications, Corporate Branding, Press Releases, Public Relations, Media Placement, Project Management, Publications, Marketing Communications
Education
State University of New York College at Cortland 1975 — 1979
Bachelor of Arts, English
Locust Valley High School
Mark Knodel, CFP® CRPC Mark Knodel, CFP® CRPC's DEAN WITTER Experience 1985 - 1986
Job Financial Advisor at The Noble Group
Industry Financial Services
Experience
The Noble Group. An Independent Firm November 2008 - Present
Merrill Lynch December 2004 - November 2008
UBS Wealth Management May 1994 - December 2004
Lehman Brothers July 1986 - May 1994
Dean Witter 1985 - 1986
Skills
Series 7, Investment Advisory, Retirement, Wealth Management, Strategic Financial...
Education
Sam Houston State University 1981 — 1984
BA, Business
The Noble Group. An Independent Firm November 2008 - Present
Merrill Lynch December 2004 - November 2008
UBS Wealth Management May 1994 - December 2004
Lehman Brothers July 1986 - May 1994
Dean Witter 1985 - 1986
Skills
Series 7, Investment Advisory, Retirement, Wealth Management, Strategic Financial...
Education
Sam Houston State University 1981 — 1984
BA, Business
Robert Dressler Robert Dressler's DEAN WITTER Experience December 1983 - December 1991
Job Regional Brokerage Manager / Senior Vice President / Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2011 - Present
Morgan Stanley Smith Barney March 2001 - 2011
Morgan Stanley December 1998 - March 2001
Morgan Stanley Dean Witter December 1991 - December 1998
Dean Witter December 1983 - December 1991
Skills
Recruiting, Sales Management, Risk Management, Retirement Planning, Team Building, Negotiation, Business Strategy, Hiring, Customer Relations, Compliance, Business Planning, Loans
Education
University of Arizona
BS, Management / Marketing
University of Pennsylvania - The Wharton School
Executive Education, Financial Markets / Economics
Wells Fargo Advisors, LLC February 2011 - Present
Morgan Stanley Smith Barney March 2001 - 2011
Morgan Stanley December 1998 - March 2001
Morgan Stanley Dean Witter December 1991 - December 1998
Dean Witter December 1983 - December 1991
Skills
Recruiting, Sales Management, Risk Management, Retirement Planning, Team Building, Negotiation, Business Strategy, Hiring, Customer Relations, Compliance, Business Planning, Loans
Education
University of Arizona
BS, Management / Marketing
University of Pennsylvania - The Wharton School
Executive Education, Financial Markets / Economics
Peggy W. Etheridge, CFP®'s DEAN WITTER Experience September 1992 - January 1997
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Morgan Stanley Smith Barney April 2003 - August 2012
Prudential Securities January 1997 - April 2003
Dean Witter September 1992 - January 1997
Skills
Investments, CRM, Alternative Investments, Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis
Education
University of Houston 1980 — 1982
MBA, Finance
Texas A&M University 1975 — 1979
Bachelor of Science
Monsignor Kelley High
Graduate
Wells Fargo Advisors September 2012 - Present
Morgan Stanley Smith Barney April 2003 - August 2012
Prudential Securities January 1997 - April 2003
Dean Witter September 1992 - January 1997
Skills
Investments, CRM, Alternative Investments, Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis
Education
University of Houston 1980 — 1982
MBA, Finance
Texas A&M University 1975 — 1979
Bachelor of Science
Monsignor Kelley High
Graduate
Douglas Yorke Douglas Yorke's DEAN WITTER Experience 1983 - 1985
Job Managing Partner at Rumson Acquisitions
Industry Management Consulting
Experience
Rumson Acquisitions 2013 - Present
Monmouth Museum 2012 - Present
Marshall Fine Arts Ltd. 2009 - 2014
Chick Packaging 2006 - 2009
Sandy Hook Venture Advisors 2001 - 2006
DLH, Inc. 2003 - 2005
GFI Group 1999 - 2001
HSBC Securities 1995 - 1999
Wertheim Schroder & Co., Inc. 1985 - 1992
Dean Witter 1983 - 1985
Skills
Corporate Development, Mergers, Acquisition Integration, New Business Development, Business Strategy, Marketing Strategy, Marketing Communications, Cross-functional Team..., Sales Management, Financial Analysis, Corporate Finance, Corporate Communications, Investor Relations, Investment Banking, Mergers & Acquisitions, Strategy, Leadership, Private Equity, Finance, Operations Management, Team Building, Contract Negotiation, Strategic Planning, Business Development, Marketing, Management, Investments, Project Finance, Supply Chain Management, Business Planning, Analysis, Start-ups, Training
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, real estate
Syracuse University 1970 — 1975
B.Arch., Architecture
Rumson
Rumson Acquisitions 2013 - Present
Monmouth Museum 2012 - Present
Marshall Fine Arts Ltd. 2009 - 2014
Chick Packaging 2006 - 2009
Sandy Hook Venture Advisors 2001 - 2006
DLH, Inc. 2003 - 2005
GFI Group 1999 - 2001
HSBC Securities 1995 - 1999
Wertheim Schroder & Co., Inc. 1985 - 1992
Dean Witter 1983 - 1985
Skills
Corporate Development, Mergers, Acquisition Integration, New Business Development, Business Strategy, Marketing Strategy, Marketing Communications, Cross-functional Team..., Sales Management, Financial Analysis, Corporate Finance, Corporate Communications, Investor Relations, Investment Banking, Mergers & Acquisitions, Strategy, Leadership, Private Equity, Finance, Operations Management, Team Building, Contract Negotiation, Strategic Planning, Business Development, Marketing, Management, Investments, Project Finance, Supply Chain Management, Business Planning, Analysis, Start-ups, Training
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, real estate
Syracuse University 1970 — 1975
B.Arch., Architecture
Rumson
David Atkin David Atkin's DEAN WITTER Experience 1994 - 1996
Job FIC Americas Business Controls Unit at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2015 - Present
Deutsche Bank August 2014 - Present
Bank of America October 2012 - August 2014
Nomura January 2010 - October 2012
Nomura Holdings America, Inc. November 2004 - January 2010
DaimlerChrysler Services 2001 - 2004
Dean Witter 1994 - 1996
Skills
Audit, Process, Risk &..., SOX Compliance, Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Reporting, Forecasting, Internal Controls, Enterprise Risk..., IT Audit, Risk Management, Risk Assessment, Operational Risk..., Financial Risk, Sarbanes-Oxley, Operational Risk, AML, Capital Markets, Financial Services, Derivatives, Market Risk, Fixed Income, Credit Risk
Education
State University of New York College at Oswego 1990 — 1994
Deutsche Bank August 2015 - Present
Deutsche Bank August 2014 - Present
Bank of America October 2012 - August 2014
Nomura January 2010 - October 2012
Nomura Holdings America, Inc. November 2004 - January 2010
DaimlerChrysler Services 2001 - 2004
Dean Witter 1994 - 1996
Skills
Audit, Process, Risk &..., SOX Compliance, Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Reporting, Forecasting, Internal Controls, Enterprise Risk..., IT Audit, Risk Management, Risk Assessment, Operational Risk..., Financial Risk, Sarbanes-Oxley, Operational Risk, AML, Capital Markets, Financial Services, Derivatives, Market Risk, Fixed Income, Credit Risk
Education
State University of New York College at Oswego 1990 — 1994
Louis J. Rodriguez Louis J. Rodriguez's DEAN WITTER Experience August 1994 - April 1996
Job CEO The Kovet Companies
Industry Hospitality
Experience
Kovet Hospitality January 2013 - Present
Granite Gallery, Inc. January 2013 - Present
Pikniture.com January 2013 - Present
NLP Furniture Industries April 1996 - October 2012
Dean Witter August 1994 - April 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
University of California Los Angeles 2006 — 2006
Management Development for Entrepreneurs, Business
University of Phoenix-San Diego Campus 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
San Diego Mesa College 1987 — 1989
Kovet Hospitality January 2013 - Present
Granite Gallery, Inc. January 2013 - Present
Pikniture.com January 2013 - Present
NLP Furniture Industries April 1996 - October 2012
Dean Witter August 1994 - April 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
University of California Los Angeles 2006 — 2006
Management Development for Entrepreneurs, Business
University of Phoenix-San Diego Campus 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
San Diego Mesa College 1987 — 1989
Alan Fitch Alan Fitch's DEAN WITTER Experience 1987 - 1989
Job Property Manager at Fitch Property Management
Industry Real Estate
Experience
Bank of America July 2012 - December 2013
Independent Contractor October 2004 - July 2012
Bank of the West 2007 - 2009
Bank of America 1999 - 2003
LGT Asset Management 1996 - 1999
Wells Fargo February 1995 - September 1996
The Benham Group 1991 - 1995
The Benham Group 1989 - 1991
Dean Witter 1987 - 1989
Skills
Competitive Analysis, Mutual Funds, Marketing Strategy, Marketing Research, Product Marketing
Education
Santa Clara University
Master of Business Administration (M.B.A.), Leavey School of Business
Whitman College
BA, Political Science
Bank of America July 2012 - December 2013
Independent Contractor October 2004 - July 2012
Bank of the West 2007 - 2009
Bank of America 1999 - 2003
LGT Asset Management 1996 - 1999
Wells Fargo February 1995 - September 1996
The Benham Group 1991 - 1995
The Benham Group 1989 - 1991
Dean Witter 1987 - 1989
Skills
Competitive Analysis, Mutual Funds, Marketing Strategy, Marketing Research, Product Marketing
Education
Santa Clara University
Master of Business Administration (M.B.A.), Leavey School of Business
Whitman College
BA, Political Science
Lisa Schifilliti Lisa Schifilliti's DEAN WITTER Experience 1985 - 2008
Job Project Manager at Adapt Telephony Services, LLC
Industry Information Technology and Services
Experience
Adapt Telephony Services, LLC April 2015 - Present
Mental Health Association of NYC October 2014 - April 2015
Hudson Health Plan an MVP Company July 2008 - September 2014
Morgan Stanley 1997 - 2008
Dean Witter 1985 - 2008
Morgan Stanley Dean Witter 1985 - 2008
Skills
Vendor Management, Data Center, Telecommunications, Disaster Recovery, Business Analysis, Interactive Intelligence, Call Center Telephony, Project Management, Information Technology, Integration, PMO, Process Improvement, Visio, Program Management, PMP, Project Portfolio..., IT Management
Education
State University of New York - System
Science & Business
Adapt Telephony Services, LLC April 2015 - Present
Mental Health Association of NYC October 2014 - April 2015
Hudson Health Plan an MVP Company July 2008 - September 2014
Morgan Stanley 1997 - 2008
Dean Witter 1985 - 2008
Morgan Stanley Dean Witter 1985 - 2008
Skills
Vendor Management, Data Center, Telecommunications, Disaster Recovery, Business Analysis, Interactive Intelligence, Call Center Telephony, Project Management, Information Technology, Integration, PMO, Process Improvement, Visio, Program Management, PMP, Project Portfolio..., IT Management
Education
State University of New York - System
Science & Business
Kirk Nehdar Kirk Nehdar's DEAN WITTER Experience January 1994 - January 1996
Job Sr. Regional Sales Manager at Set Solutions, Inc.
Industry Computer Software
Experience
Set Solutions, Inc. September 2014 - Present
Business Health Resources April 2014 - October 2014
Apptricity March 2013 - March 2014
Splunk August 2012 - December 2012
iTech US Inc December 2011 - September 2012
First Financial Equity Corporation April 2008 - December 2011
NEHDAR TRADING September 2001 - April 2008
Triquest Financial July 1997 - September 2001
Crowell Weedon & Company January 1996 - July 1997
Dean Witter January 1994 - January 1996
Skills
Series 7, Wealth Management, Portfolio Management, Management Consulting, Market Research, Multi-channel Marketing, Go-to-market Strategy, Lead Generation, New Business Development, Cold Calling, C-Level Sales, C-Level Consulting, Enterprise Software, Enterprise Storage, Sales Management, Cloud Computing, inside sales, Sales Operations, Account Management, Channel Partners, Business Development, Solution Selling, Sales, Selling, SaaS, Partner Management, Sales Process, Managed Services, Strategic Planning, Direct Sales, Marketing, Sales Presentations, Strategy, Business Alliances, Salesforce.com, Executive Management, Leadership, Finance, Strategic Partnerships, Networking, Investments, CRM, Training, Analysis, Complex Sales, Software Industry, Sales Enablement, Business Intelligence, Start-ups, Product Marketing
Education
Pasadena City College
Associate of Arts, Political Science/English
Set Solutions, Inc. September 2014 - Present
Business Health Resources April 2014 - October 2014
Apptricity March 2013 - March 2014
Splunk August 2012 - December 2012
iTech US Inc December 2011 - September 2012
First Financial Equity Corporation April 2008 - December 2011
NEHDAR TRADING September 2001 - April 2008
Triquest Financial July 1997 - September 2001
Crowell Weedon & Company January 1996 - July 1997
Dean Witter January 1994 - January 1996
Skills
Series 7, Wealth Management, Portfolio Management, Management Consulting, Market Research, Multi-channel Marketing, Go-to-market Strategy, Lead Generation, New Business Development, Cold Calling, C-Level Sales, C-Level Consulting, Enterprise Software, Enterprise Storage, Sales Management, Cloud Computing, inside sales, Sales Operations, Account Management, Channel Partners, Business Development, Solution Selling, Sales, Selling, SaaS, Partner Management, Sales Process, Managed Services, Strategic Planning, Direct Sales, Marketing, Sales Presentations, Strategy, Business Alliances, Salesforce.com, Executive Management, Leadership, Finance, Strategic Partnerships, Networking, Investments, CRM, Training, Analysis, Complex Sales, Software Industry, Sales Enablement, Business Intelligence, Start-ups, Product Marketing
Education
Pasadena City College
Associate of Arts, Political Science/English
Matthew Orth Matthew Orth's DEAN WITTER Experience 1986 - 1988
Job Senior Wealth Advisor
Industry Financial Services
Experience
Comerica Bank August 2011 - Present
BNY Mellon October 2008 - September 2011
Wachovia/Wells Fargo September 1997 - September 2008
UJB/Summit Bank 1995 - 1997
Bucks County Bank 1989 - 1995
Dean Witter 1986 - 1988
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mergers & Acquisitions, Wealth Management, Financial Services, Strategic Financial..., Banking, Retirement, Investment Advisory, Alternative Investments, Wealth Management...
Education
The University of Texas at Austin 1979 — 1983
Bachelor’s Degree, Finance
Marian Christian H.S.
Comerica Bank August 2011 - Present
BNY Mellon October 2008 - September 2011
Wachovia/Wells Fargo September 1997 - September 2008
UJB/Summit Bank 1995 - 1997
Bucks County Bank 1989 - 1995
Dean Witter 1986 - 1988
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mergers & Acquisitions, Wealth Management, Financial Services, Strategic Financial..., Banking, Retirement, Investment Advisory, Alternative Investments, Wealth Management...
Education
The University of Texas at Austin 1979 — 1983
Bachelor’s Degree, Finance
Marian Christian H.S.
John Pyndus John Pyndus's DEAN WITTER Experience 1988 - 2006
Job Retired
Industry Financial Services
Experience
The American College June 2008 - December 2014
Bank of America 2006 - 2008
Morgan Stanley October 1986 - August 2006
Dean Witter 1988 - 2006
Morgan Stanley 1986 - 2006
Mutual of New York December 1972 - March 1986
Skills
Series 7, Wealth Management, Leadership, Program Management, Alternative Investments, Asset Allocation, Asset Management, Equities, Estate Planning, FINRA, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Marketing, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Sales, Securities, Series 24, Series 63, Strategic Financial..., Strategic Planning, Insurance, Retirement, Risk Management, Financial Planning
Education
Seton Hall University 1996 — 2001
MA
Wadhams Hall 1965 — 1968
BA, Philosophy
The American College June 2008 - December 2014
Bank of America 2006 - 2008
Morgan Stanley October 1986 - August 2006
Dean Witter 1988 - 2006
Morgan Stanley 1986 - 2006
Mutual of New York December 1972 - March 1986
Skills
Series 7, Wealth Management, Leadership, Program Management, Alternative Investments, Asset Allocation, Asset Management, Equities, Estate Planning, FINRA, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Marketing, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Sales, Securities, Series 24, Series 63, Strategic Financial..., Strategic Planning, Insurance, Retirement, Risk Management, Financial Planning
Education
Seton Hall University 1996 — 2001
MA
Wadhams Hall 1965 — 1968
BA, Philosophy
Marshall Moonin Marshall Moonin's DEAN WITTER Experience 1983 - 1985
Job SR. INVESTMENT EXECUTIVE at NATIONAL SECURITIES
Industry Financial Services
Experience
NATIONAL SECURITIES December 2014 - Present
Coe Financial Group January 2014 - November 2014
David A. Noyes & Co. 2002 - 2013
Prudential Financial 1985 - 2002
Dean Witter 1983 - 1985
Public Accountant / Tax Accountant 1973 - 1983
Skills
Financial Analysis, Strategic Financial..., Finance, Wealth Management
Education
Southern Illinois University, Carbondale
Bachelor of Science Degree, Accounting
NATIONAL SECURITIES December 2014 - Present
Coe Financial Group January 2014 - November 2014
David A. Noyes & Co. 2002 - 2013
Prudential Financial 1985 - 2002
Dean Witter 1983 - 1985
Public Accountant / Tax Accountant 1973 - 1983
Skills
Financial Analysis, Strategic Financial..., Finance, Wealth Management
Education
Southern Illinois University, Carbondale
Bachelor of Science Degree, Accounting
Blaine Gunther, Esq.'s DEAN WITTER Experience March 1993 - December 1993
Job President/Owner at Gunther Financial Law
Industry Law Practice
Experience
Gunther Financial Law December 2010 - Present
Merrill Lynch March 2008 - December 2010
TD Waterhouse/Ameritrade November 1997 - December 2007
Kennedy, Cabot & Co./Waterhouse March 1994 - November 1997
Dean Witter March 1993 - December 1993
Skills
Finance, Legal Writing, Investments, Trials, Estate Planning, Securities, Sales, Arbitration, Corporate Law, Licensing, Courts, Civil Litigation, Management
Education
Southwestern University School of Law 2006 — 2010
California State University 1990 — 1992
Northridge Bachelor of the Arts, American History
Gunther Financial Law December 2010 - Present
Merrill Lynch March 2008 - December 2010
TD Waterhouse/Ameritrade November 1997 - December 2007
Kennedy, Cabot & Co./Waterhouse March 1994 - November 1997
Dean Witter March 1993 - December 1993
Skills
Finance, Legal Writing, Investments, Trials, Estate Planning, Securities, Sales, Arbitration, Corporate Law, Licensing, Courts, Civil Litigation, Management
Education
Southwestern University School of Law 2006 — 2010
California State University 1990 — 1992
Northridge Bachelor of the Arts, American History
Reginald Porter's DEAN WITTER Experience 1991 - September 1993
Job Defense & Space Professional
Industry Defense & Space
Experience
USAF 1995 - Present
Dean Witter 1991 - September 1993
Education
American Military University 2009 — 2009
No Degree, Business Management/
Robert Morris College 1991 — 1992
No Degree, Accounting
USAF 1995 - Present
Dean Witter 1991 - September 1993
Education
American Military University 2009 — 2009
No Degree, Business Management/
Robert Morris College 1991 — 1992
No Degree, Accounting
Bill Ward's DEAN WITTER Experience 1989 - 1998
Job Pricing and Reference Data Specialist
Industry Financial Services
Experience
Thomson Reuters February 2012 - Present
Bloomberg LP June 2010 - December 2011
Interactive Data March 2003 - June 2010
Morgan Stanley 1998 - 2002
Dean Witter 1989 - 1998
First Boston Corporation 1985 - 1989
Price Waterhouse 1983 - 1985
Education
NYU Stern School of Business 1985 — 1987
Pace University - Lubin School of Business 1976 — 1981
BBA, Accounting
Thomson Reuters February 2012 - Present
Bloomberg LP June 2010 - December 2011
Interactive Data March 2003 - June 2010
Morgan Stanley 1998 - 2002
Dean Witter 1989 - 1998
First Boston Corporation 1985 - 1989
Price Waterhouse 1983 - 1985
Education
NYU Stern School of Business 1985 — 1987
Pace University - Lubin School of Business 1976 — 1981
BBA, Accounting
Robert Wiley Robert Wiley's DEAN WITTER Experience 1987 - 1990
Job Executive Customer Team Manager, Oncology at Merck
Industry Pharmaceuticals
Experience
Merck January 2010 - Present
Schering-Plough February 2007 - January 2010
Schering-Plough April 1997 - January 2007
Schering-Plough October 1995 - April 1997
Schering-Plough April 1992 - September 1995
Dean Witter 1987 - 1990
Skills
Allergy, Managed Care, Oncology, Asthma, Product Launches, Sales Management, Account Management, Anti-infectives, Pharmaceutical Sales, Cardiology, Product Launch, Infection, Neurology, Strategy, Medical Devices, Biotechnology, Pharmaceutical Industry, Sales Operations, Cross-functional Team..., Marketing, Market Access, Leadership, Urology, Dermatology, Sales, Gastroenterology
Education
The University of Southern Mississippi 1982 — 1986
Business Administration, Banking and Finance
Merck January 2010 - Present
Schering-Plough February 2007 - January 2010
Schering-Plough April 1997 - January 2007
Schering-Plough October 1995 - April 1997
Schering-Plough April 1992 - September 1995
Dean Witter 1987 - 1990
Skills
Allergy, Managed Care, Oncology, Asthma, Product Launches, Sales Management, Account Management, Anti-infectives, Pharmaceutical Sales, Cardiology, Product Launch, Infection, Neurology, Strategy, Medical Devices, Biotechnology, Pharmaceutical Industry, Sales Operations, Cross-functional Team..., Marketing, Market Access, Leadership, Urology, Dermatology, Sales, Gastroenterology
Education
The University of Southern Mississippi 1982 — 1986
Business Administration, Banking and Finance
Lawrence Bain Lawrence Bain's DEAN WITTER Experience March 1988 - May 1995
Job Chairman of the Board and Chief Executive Officer at IMH Financial Corporation
Industry Investment Banking
Experience
IMH Financial Corporation July 2014 - Present
ITH Partners ,LLC September 2009 - Present
Salucro Healthcare Solutions 2007 - Present
IMH Financial Corporation September 2009 - July 2014
ProLink Holdings Corp June 2007 - August 2011
True North Advisors August 2000 - August 2009
ProLink Solutions, LLC January 2004 - June 2009
Stifel Nicolaus August 1999 - August 2000
Everen Securities June 1995 - August 1999
Dean Witter March 1988 - May 1995
Skills
Strategic Planning, Negotiation, Deal Structure, Asset Management, Private Equity, Operations Management, Venture Capital, Capital Markets, Capital Structure, Asset Managment, Mergers & Acquisitions, Real Estate, Start-ups, Acquisitions, Product Development, Business Strategy, Corporate Finance, Finance, Investment Banking, Management, Investments, Securities, Strategy, Deal Structures
Education
The Ohio State University 1968 — 1972
Bachelor's degree
University of Pennsylvania - The Wharton School
Certified Investment Manager
IMH Financial Corporation July 2014 - Present
ITH Partners ,LLC September 2009 - Present
Salucro Healthcare Solutions 2007 - Present
IMH Financial Corporation September 2009 - July 2014
ProLink Holdings Corp June 2007 - August 2011
True North Advisors August 2000 - August 2009
ProLink Solutions, LLC January 2004 - June 2009
Stifel Nicolaus August 1999 - August 2000
Everen Securities June 1995 - August 1999
Dean Witter March 1988 - May 1995
Skills
Strategic Planning, Negotiation, Deal Structure, Asset Management, Private Equity, Operations Management, Venture Capital, Capital Markets, Capital Structure, Asset Managment, Mergers & Acquisitions, Real Estate, Start-ups, Acquisitions, Product Development, Business Strategy, Corporate Finance, Finance, Investment Banking, Management, Investments, Securities, Strategy, Deal Structures
Education
The Ohio State University 1968 — 1972
Bachelor's degree
University of Pennsylvania - The Wharton School
Certified Investment Manager
Jeff McDougall Jeff McDougall's DEAN WITTER Experience 1980 - 1995
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2006 - Present
Morgan Stanley 1995 - 2006
Dean Witter 1980 - 1995
Skills
Mutual Funds, Investments, Financial Services, Securities, Retirement Planning, Asset Allocation, Equities
Education
San Jose State University 1970 — 1972
B.A., Advertising
Holds FINRA Series 5, 7, 8, 63, 65 registrations
Wells Fargo Advisors September 2006 - Present
Morgan Stanley 1995 - 2006
Dean Witter 1980 - 1995
Skills
Mutual Funds, Investments, Financial Services, Securities, Retirement Planning, Asset Allocation, Equities
Education
San Jose State University 1970 — 1972
B.A., Advertising
Holds FINRA Series 5, 7, 8, 63, 65 registrations
Darlene Garofalo Darlene Garofalo's DEAN WITTER Experience 1985 - 1989
Job Managing Director at The CharlesChase Group
Industry Financial Services
Experience
The CharlesChase Group July 2009 - Present
Rhodes Associates April 2006 - July 2009
Whitney Group 2001 - 2004
Dean Witter 1985 - 1989
Skills
Structured Products, Hedge Funds, Asset Management, Fixed Income, Credit, Debt, Capital Markets, Structuring, Derivatives, CDS, Structured Finance, Trading, Bonds, Market Risk, Securitization, Credit Derivatives, Portfolio Management, ABS, Risk Management, Private Equity, Emerging Markets, Risk, Investments, Alternative Investments, Credit Risk, Securities, Leveraged Finance, Asset Managment, Valuation, Hedging, Financial Services, Bloomberg, Commodity, Equities, Investment Banking, Financial Risk, Equity Derivatives, Banking, Financial Structuring, Financial Markets, Options, Electronic Trading
Education
Syracuse University
BS, Biology
The CharlesChase Group July 2009 - Present
Rhodes Associates April 2006 - July 2009
Whitney Group 2001 - 2004
Dean Witter 1985 - 1989
Skills
Structured Products, Hedge Funds, Asset Management, Fixed Income, Credit, Debt, Capital Markets, Structuring, Derivatives, CDS, Structured Finance, Trading, Bonds, Market Risk, Securitization, Credit Derivatives, Portfolio Management, ABS, Risk Management, Private Equity, Emerging Markets, Risk, Investments, Alternative Investments, Credit Risk, Securities, Leveraged Finance, Asset Managment, Valuation, Hedging, Financial Services, Bloomberg, Commodity, Equities, Investment Banking, Financial Risk, Equity Derivatives, Banking, Financial Structuring, Financial Markets, Options, Electronic Trading
Education
Syracuse University
BS, Biology
Ross Ferguson Ross Ferguson's DEAN WITTER Experience January 1994 - June 1995
Job Pilot at United Airlines
Industry Airlines/Aviation
Experience
United Airlines January 2015 - Present
Southern Air Inc. November 2010 - December 2014
DHL Airways/Astar Air Cargo January 2001 - March 2010
Comair Airlines, Delta Connection May 1997 - December 2000
West Valley Flying Club September 1993 - April 1997
Dean Witter January 1994 - June 1995
Flying Billboard Company, Carlsbad CA April 1988 - October 1991
Skills
Airlines, Aviation, Avionics, B737, Business Development, Airplane, Aircraft Maintenance, Aircraft, Charter, Commercial Aviation, Crew Resource Management, Finance, Flight Planning, Flight Training, Flights, Multi-engine, Piloting, Private Pilot, Start-ups, Type Rating, CFI, Flight Safety, B747, Flight Test, ATP, Airline Management, Aviation Security, Airports
Education
University of Nebraska-Lincoln 2007 — 2013
MBA
University of California, San Diego 1990 — 1993
B.A., B.S. Double Major
University of California, Berkeley 1992 — 1992
San Diego Mesa College 1989 — 1990
Seattle Central College 1985 — 1986
West Seattle High School 1983 — 1985
United Airlines January 2015 - Present
Southern Air Inc. November 2010 - December 2014
DHL Airways/Astar Air Cargo January 2001 - March 2010
Comair Airlines, Delta Connection May 1997 - December 2000
West Valley Flying Club September 1993 - April 1997
Dean Witter January 1994 - June 1995
Flying Billboard Company, Carlsbad CA April 1988 - October 1991
Skills
Airlines, Aviation, Avionics, B737, Business Development, Airplane, Aircraft Maintenance, Aircraft, Charter, Commercial Aviation, Crew Resource Management, Finance, Flight Planning, Flight Training, Flights, Multi-engine, Piloting, Private Pilot, Start-ups, Type Rating, CFI, Flight Safety, B747, Flight Test, ATP, Airline Management, Aviation Security, Airports
Education
University of Nebraska-Lincoln 2007 — 2013
MBA
University of California, San Diego 1990 — 1993
B.A., B.S. Double Major
University of California, Berkeley 1992 — 1992
San Diego Mesa College 1989 — 1990
Seattle Central College 1985 — 1986
West Seattle High School 1983 — 1985
Paul Alves Paul Alves's DEAN WITTER Experience 1990 - 1994
Job CRO Quota Factory
Industry Marketing and Advertising
Experience
QuotaFactory August 2014 - Present
QuotaFactory August 2014 - Present
AG Salesworks 2002 - 2014
Webhire 1999 - 2002
Advanced Financial Services 1995 - 1999
Dean Witter 1990 - 1994
Skills
B2B, Sales, Selling, Salesforce.com, Account Management, Financial Planning, Forecasting, Financial Analysis, Mentoring, Marketing Strategy, Revenue Management, Sales Management, Sales Operations, Inside Sales, Lead Generation, Social Networking, Start-ups, Solution Selling, SaaS, Social Media Marketing, Leadership, Enterprise Software, Cold Calling, New Business Development, Entrepreneurship, CRM, Business Development, Sales Process, Business Strategy, Time Management, Team Leadership, Demand Generation, Marketing, Direct Sales, Marketing Automation, Email Marketing, Product Marketing, Online Marketing, B2B Marketing, Quota Achievement, Management, Strategic Partnerships, Strategy, Strategic Planning, Sales Motivation
Education
Plymouth State University 1983 — 1987
BS
QuotaFactory August 2014 - Present
QuotaFactory August 2014 - Present
AG Salesworks 2002 - 2014
Webhire 1999 - 2002
Advanced Financial Services 1995 - 1999
Dean Witter 1990 - 1994
Skills
B2B, Sales, Selling, Salesforce.com, Account Management, Financial Planning, Forecasting, Financial Analysis, Mentoring, Marketing Strategy, Revenue Management, Sales Management, Sales Operations, Inside Sales, Lead Generation, Social Networking, Start-ups, Solution Selling, SaaS, Social Media Marketing, Leadership, Enterprise Software, Cold Calling, New Business Development, Entrepreneurship, CRM, Business Development, Sales Process, Business Strategy, Time Management, Team Leadership, Demand Generation, Marketing, Direct Sales, Marketing Automation, Email Marketing, Product Marketing, Online Marketing, B2B Marketing, Quota Achievement, Management, Strategic Partnerships, Strategy, Strategic Planning, Sales Motivation
Education
Plymouth State University 1983 — 1987
BS
Lester Langdon Lester Langdon's DEAN WITTER Experience October 1977 - May 1984
Job Choose the most effective real estate help for your particular needs
Industry Real Estate
Experience
Realty Consultants July 2011 - Present
Langdon Property Tax Consultants August 1992 - Present
Coldwell Banker United Realtors June 1994 - July 2011
Coldwell Banker United Commercial 1994 - 2011
Dean Witter October 1977 - May 1984
Skills
Income Properties, Vacant Land, Residential Homes, Commercial Leases, Retail, Property tax reduction, Leases, Multifamily apartment...
Education
The University of Texas at Austin 1969 — 1972
Business, Marketing and Finance
Champion School of Real Estate
Realty Consultants July 2011 - Present
Langdon Property Tax Consultants August 1992 - Present
Coldwell Banker United Realtors June 1994 - July 2011
Coldwell Banker United Commercial 1994 - 2011
Dean Witter October 1977 - May 1984
Skills
Income Properties, Vacant Land, Residential Homes, Commercial Leases, Retail, Property tax reduction, Leases, Multifamily apartment...
Education
The University of Texas at Austin 1969 — 1972
Business, Marketing and Finance
Champion School of Real Estate
Dan Menscher Dan Menscher's DEAN WITTER Experience 1983 - 1997
Job National Sales Manager at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC February 2010 - Present
New England Financial June 2007 - January 2010
JVB Financial Group March 2004 - June 2007
Morgan Stanley 1983 - 2004
Dean Witter 1983 - 1997
Skills
Wealth Management, Asset Management, Sales, MBS, Bonds, Investments, Bloomberg, Trading, Asset Managment, Fixed Income, Insurance, Series 63, Series 7, Financial Services, Capital Markets, Banking, Derivatives, Securities, Fixed Annuities, FINRA, Equities, Financial Modeling, Microsoft Excel, Life Insurance, Series 24, Portfolio Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Psychology
JVB Financial Group, LLC February 2010 - Present
New England Financial June 2007 - January 2010
JVB Financial Group March 2004 - June 2007
Morgan Stanley 1983 - 2004
Dean Witter 1983 - 1997
Skills
Wealth Management, Asset Management, Sales, MBS, Bonds, Investments, Bloomberg, Trading, Asset Managment, Fixed Income, Insurance, Series 63, Series 7, Financial Services, Capital Markets, Banking, Derivatives, Securities, Fixed Annuities, FINRA, Equities, Financial Modeling, Microsoft Excel, Life Insurance, Series 24, Portfolio Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Psychology
Jeffrey Sonshine Jeffrey Sonshine's DEAN WITTER Experience January 1990 - November 1991
Job Private Investor
Industry Financial Services
Experience
Private Investor and Consultant May 2015 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade August 2010 - November 2011
Charles Schwab April 2010 - August 2010
Charles Schwab December 2008 - August 2009
Charles Schwab Institutional July 2007 - January 2009
Smith Barney (Legg Mason) June 2001 - June 2007
Morgan Stanley February 2000 - June 2001
Morgan Stanley November 1991 - February 2000
Dean Witter January 1990 - November 1991
Skills
Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Financial Analysis, Series 7, Business Planning, Portfolio Management, Asset Managment, Alternative Investments, Finance, Equities, Securities, Fixed Income, Investment Advisory
Education
Texas A&M University 1982 — 1983
MBA, Finance
Wayne State University
B.S, Finance
Private Investor and Consultant May 2015 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade August 2010 - November 2011
Charles Schwab April 2010 - August 2010
Charles Schwab December 2008 - August 2009
Charles Schwab Institutional July 2007 - January 2009
Smith Barney (Legg Mason) June 2001 - June 2007
Morgan Stanley February 2000 - June 2001
Morgan Stanley November 1991 - February 2000
Dean Witter January 1990 - November 1991
Skills
Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Financial Analysis, Series 7, Business Planning, Portfolio Management, Asset Managment, Alternative Investments, Finance, Equities, Securities, Fixed Income, Investment Advisory
Education
Texas A&M University 1982 — 1983
MBA, Finance
Wayne State University
B.S, Finance
Timothy Jerome Spillane's DEAN WITTER Experience 1989 - 1991
Job Chief Development Officer | Chief Financial Officer
Industry Hospital & Health Care
Experience
Altegra Health April 2015 - Present
Strategic Advsior to Private Equity & Healthcare Services Companies 2013 - Present
Amerigroup Corporation 2002 - 2013
Amerigroup Corporation 2012 - 2012
Envest Capital Advisors 2000 - 2002
PricewaterhouseCoopers Securities 1993 - 2000
Roll and Ross Asset Management 1992 - 1992
Dean Witter 1989 - 1991
Skills
Mergers, Sales, Acquisitions, Divestitures, Joint Ventures, Start-ups, Business Development, Strategic Planning, Financial Modeling, Business Strategy, Financial Analysis, Business Planning, Healthcare, Strategic Partnerships, Corporate Development, Executive Management, Corporate Finance, Management Consulting, New Business Development, Acquisition Integration, Investment Banking, Health Insurance, Managed Care, Mergers & Acquisitions, Finance, Negotiation, Process Improvement, Venture Capital, Management, Strategy, Budgets, Private Equity, Investments, Analysis, Leadership, Forecasting, Due Diligence, Valuation, Accounting, Recruiting, Entrepreneurship, Financial Services, Competitive Analysis, Financial Structuring, M&A experience, Restructuring, Managerial Finance, Insurance, LBO, Strategic Financial...
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
University of Virginia 1985 — 1989
Bachelor of Science (BS), Finance
Altegra Health April 2015 - Present
Strategic Advsior to Private Equity & Healthcare Services Companies 2013 - Present
Amerigroup Corporation 2002 - 2013
Amerigroup Corporation 2012 - 2012
Envest Capital Advisors 2000 - 2002
PricewaterhouseCoopers Securities 1993 - 2000
Roll and Ross Asset Management 1992 - 1992
Dean Witter 1989 - 1991
Skills
Mergers, Sales, Acquisitions, Divestitures, Joint Ventures, Start-ups, Business Development, Strategic Planning, Financial Modeling, Business Strategy, Financial Analysis, Business Planning, Healthcare, Strategic Partnerships, Corporate Development, Executive Management, Corporate Finance, Management Consulting, New Business Development, Acquisition Integration, Investment Banking, Health Insurance, Managed Care, Mergers & Acquisitions, Finance, Negotiation, Process Improvement, Venture Capital, Management, Strategy, Budgets, Private Equity, Investments, Analysis, Leadership, Forecasting, Due Diligence, Valuation, Accounting, Recruiting, Entrepreneurship, Financial Services, Competitive Analysis, Financial Structuring, M&A experience, Restructuring, Managerial Finance, Insurance, LBO, Strategic Financial...
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
University of Virginia 1985 — 1989
Bachelor of Science (BS), Finance
Diana Winoker Diana Winoker's DEAN WITTER Experience October 1979 - August 1982
Job Volunteer at Plant Museum
Industry Financial Services
Experience
Dress for Success -Tampa May 2012 - Present
Plant Museum May 2012 - Present
Wells Fargo Advisors, LLC May 2008 - July 2012
Smith Barney 1983 - 2008
Dean Witter October 1979 - August 1982
Merrill Lynch December 1976 - October 1979
Skills
Volunteer Organization, St., St.Joseph's Womens ..., Financial Planning, Estate Planning, Retirement Planning, Funding, Asset Management, Asset Managment, Strategic Financial..., Investment Management, Wealth Management, Volunteering, Investments, Investment Advisory, Series 65, Mutual Funds, Asset Allocation, Loans, Insurance, Series 63, Series 7, Financial Analysis, Wealth Management..., Fixed Annuities, Financial Advisory, Retirement, Investment Strategies, Alternative Investments, Hedge Funds, Separately Managed..., ETFs, Life Insurance, Relationship Management, Financial Services, Small Business Lending, 401k, Personal Finance, FINRA, Bonds, Private Equity, Due Diligence, IRAs, Long-term Care, High Net Worth..., Finance, Wealth, Banking, Series 24, Financial Planners
Education
leadership Tampa 1979 — 1980
University of Tampa 1976 — 1979
MBA, Business
Newcomb College-Tulane University 1970 — 1974
BS, Psychology
Tulane University 1970 — 1974
BS, Psychology
H.B.Plant High School 1968 — 1970
Dress for Success -Tampa May 2012 - Present
Plant Museum May 2012 - Present
Wells Fargo Advisors, LLC May 2008 - July 2012
Smith Barney 1983 - 2008
Dean Witter October 1979 - August 1982
Merrill Lynch December 1976 - October 1979
Skills
Volunteer Organization, St., St.Joseph's Womens ..., Financial Planning, Estate Planning, Retirement Planning, Funding, Asset Management, Asset Managment, Strategic Financial..., Investment Management, Wealth Management, Volunteering, Investments, Investment Advisory, Series 65, Mutual Funds, Asset Allocation, Loans, Insurance, Series 63, Series 7, Financial Analysis, Wealth Management..., Fixed Annuities, Financial Advisory, Retirement, Investment Strategies, Alternative Investments, Hedge Funds, Separately Managed..., ETFs, Life Insurance, Relationship Management, Financial Services, Small Business Lending, 401k, Personal Finance, FINRA, Bonds, Private Equity, Due Diligence, IRAs, Long-term Care, High Net Worth..., Finance, Wealth, Banking, Series 24, Financial Planners
Education
leadership Tampa 1979 — 1980
University of Tampa 1976 — 1979
MBA, Business
Newcomb College-Tulane University 1970 — 1974
BS, Psychology
Tulane University 1970 — 1974
BS, Psychology
H.B.Plant High School 1968 — 1970
John H. (Jay) Comi John H. (Jay) Comi's DEAN WITTER Experience 1982 - 1987
Job Broker/Realtor at Allen Tate Realtors
Industry Real Estate
Experience
Allen Tate Realtors February 2008 - Present
Identity Protection Services September 2007 - Present
Custom Gold Plating Company February 1994 - Present
Dean Witter 1982 - 1987
Education
The Johns Hopkins University 1968 — 1969
Calvert Hall College High School 1963 — 1966
Allen Tate Realtors February 2008 - Present
Identity Protection Services September 2007 - Present
Custom Gold Plating Company February 1994 - Present
Dean Witter 1982 - 1987
Education
The Johns Hopkins University 1968 — 1969
Calvert Hall College High School 1963 — 1966
Lizann (Harrigan) Leusner Lizann (Harrigan) Leusner's DEAN WITTER Experience August 1983 - August 1987
Job Realtor Associate at Long & Foster Companies
Industry Real Estate
Experience
Long & Foster Companies January 2010 - Present
Leusner & Leusner CPAs December 1990 - February 2000
Arthur Rosenberg & Assocs. August 1987 - August 1990
Dean Witter August 1983 - August 1987
Touche Ross August 1980 - August 1983
Skills
Accounting, Income Tax, Tax, Relocation, First Time Home Buyers, Short Sales, Sellers, Listings, Real Estate, Single Family Homes, Buyer Representation, Condos, Foreclosures, Investment Properties, New Home Sales, Move Up Buyers, Townhomes
Education
Saint Joseph's University 1976 — 1980
BS, Accounting
Gwynedd Mercy Academy 1972 — 1976
High School
Long & Foster Companies January 2010 - Present
Leusner & Leusner CPAs December 1990 - February 2000
Arthur Rosenberg & Assocs. August 1987 - August 1990
Dean Witter August 1983 - August 1987
Touche Ross August 1980 - August 1983
Skills
Accounting, Income Tax, Tax, Relocation, First Time Home Buyers, Short Sales, Sellers, Listings, Real Estate, Single Family Homes, Buyer Representation, Condos, Foreclosures, Investment Properties, New Home Sales, Move Up Buyers, Townhomes
Education
Saint Joseph's University 1976 — 1980
BS, Accounting
Gwynedd Mercy Academy 1972 — 1976
High School
Jim Moye Jim Moye's DEAN WITTER Experience January 1981 - June 1989
Job Private Wealth Advisor at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 1989 - Present
Dean Witter January 1981 - June 1989
Skills
Equities, Wealth Management, Fixed Income, Series 7, Investment Banking, Alternative Investments, Investments, Hedge Funds, Capital Markets, Mutual Funds, Derivatives, Asset Allocation
Education
The Catholic University of America 1976 — 1979
Bachelor of Science (BS), Accounting
Morgan Stanley June 1989 - Present
Dean Witter January 1981 - June 1989
Skills
Equities, Wealth Management, Fixed Income, Series 7, Investment Banking, Alternative Investments, Investments, Hedge Funds, Capital Markets, Mutual Funds, Derivatives, Asset Allocation
Education
The Catholic University of America 1976 — 1979
Bachelor of Science (BS), Accounting
Bill Waggoner Bill Waggoner's DEAN WITTER Experience 1993 - 1996
Job Investment Advisor Representative at Executive Wealth Management LLC
Industry Financial Services
Experience
Executive Wealth Management LLC 2009 - Present
Invest Financial 2009 - Present
Oakland Community College 2001 - Present
ITT Technical Institute 2009 - Present
Best Vest Investments 1996 - 2009
Dean Witter 1993 - 1996
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Series 7, Retirement, Mutual Funds, Asset Management, Portfolio Management, Fixed Annuities, Asset Allocation, Series 63, Series 65, Series 24, Life, Variable,..., Sales, Adjunct Professor, Financial Services
Education
Walsh College of Accountancy and Business Administration
Master of Science in Finance
University of Arizona 1976 — 1982
Renewable Natural Resources
Executive Wealth Management LLC 2009 - Present
Invest Financial 2009 - Present
Oakland Community College 2001 - Present
ITT Technical Institute 2009 - Present
Best Vest Investments 1996 - 2009
Dean Witter 1993 - 1996
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Series 7, Retirement, Mutual Funds, Asset Management, Portfolio Management, Fixed Annuities, Asset Allocation, Series 63, Series 65, Series 24, Life, Variable,..., Sales, Adjunct Professor, Financial Services
Education
Walsh College of Accountancy and Business Administration
Master of Science in Finance
University of Arizona 1976 — 1982
Renewable Natural Resources
Scott Zambon Scott Zambon's DEAN WITTER Experience 1990 - 1993
Job West Coast Regional Director at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors August 2011 - Present
AllianceBernstein October 2009 - August 2011
American Funds March 1993 - May 2009
Dean Witter 1990 - 1993
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, ETFs, Asset Management, Investment Advisory, Alternative Investments, FINRA, Wealth Management, Separately Managed..., 401k, Securities, Investment Strategies, Series 65, Retirement Planning, Financial Advisory, Financial Services, Fixed Income, Investment Management, Retirement, Series 24, Series 6
Education
The University of Texas at Austin 1984 — 1989
B/A, Government
Geneva Advisors August 2011 - Present
AllianceBernstein October 2009 - August 2011
American Funds March 1993 - May 2009
Dean Witter 1990 - 1993
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, ETFs, Asset Management, Investment Advisory, Alternative Investments, FINRA, Wealth Management, Separately Managed..., 401k, Securities, Investment Strategies, Series 65, Retirement Planning, Financial Advisory, Financial Services, Fixed Income, Investment Management, Retirement, Series 24, Series 6
Education
The University of Texas at Austin 1984 — 1989
B/A, Government
Niall Bridgeman Niall Bridgeman's DEAN WITTER Experience January 1996 - February 1997
Job President/Registered Principal
Industry Financial Services
Experience
LPL Financial/Bridgeman Wealth Management May 2004 - Present
Wachovia Securities February 1997 - May 2004
Dean Witter January 1996 - February 1997
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Fixed Annuities, Estate Planning, Series 63, IRAs, Financial Advisory, Asset Allocation, Strategic Financial..., Securities, 401k, Investment Strategies, Investments, 401k Rollovers, Financial Planners, Wealth, Uniform Combined State..., Series 65
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
LPL Financial/Bridgeman Wealth Management May 2004 - Present
Wachovia Securities February 1997 - May 2004
Dean Witter January 1996 - February 1997
Skills
Retirement Planning, Retirement, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Fixed Annuities, Estate Planning, Series 63, IRAs, Financial Advisory, Asset Allocation, Strategic Financial..., Securities, 401k, Investment Strategies, Investments, 401k Rollovers, Financial Planners, Wealth, Uniform Combined State..., Series 65
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
John Rex-Waller John Rex-Waller's DEAN WITTER Experience 1984 - 1991
Job Vice Chairman at National Surgical Healthcare
Industry Hospital & Health Care
Experience
National Surgical Healthcare March 1999 - Present
Vanavevhu - Children of the Soil 2007 - 2013
Hawk Medical 1998 - 1999
National Surgery Centers 1991 - 1997
Dean Witter 1984 - 1991
Skills
Private Equity, Strategic Planning, Hospitals, Healthcare Management, Healthcare, Research, Strategy, Contract Negotiation, Healthcare Consulting, Mergers & Acquisitions, Healthcare Information...
Education
The University of Chicago 1980 — 1981
MBA, Finance and International Economics
University of Oxford 1976 — 1978
BA, Politics, Philosophy, Economics
University of Cape Town 1972 — 1976
BSc Civ Eng (Hons), Civil Engineering
Mt Pleasant
National Surgical Healthcare March 1999 - Present
Vanavevhu - Children of the Soil 2007 - 2013
Hawk Medical 1998 - 1999
National Surgery Centers 1991 - 1997
Dean Witter 1984 - 1991
Skills
Private Equity, Strategic Planning, Hospitals, Healthcare Management, Healthcare, Research, Strategy, Contract Negotiation, Healthcare Consulting, Mergers & Acquisitions, Healthcare Information...
Education
The University of Chicago 1980 — 1981
MBA, Finance and International Economics
University of Oxford 1976 — 1978
BA, Politics, Philosophy, Economics
University of Cape Town 1972 — 1976
BSc Civ Eng (Hons), Civil Engineering
Mt Pleasant
David Giancola David Giancola's DEAN WITTER Experience 1994 - 1995
Job Director, National Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2013 - Present
Merrill Edge August 2011 - September 2013
Bank of America Investments April 2007 - April 2011
SunTrust Investment Services 2006 - 2007
SunTrust Investment Services 2004 - 2006
SunTrust Investment Services 2003 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1996 - 1999
Dean Witter 1994 - 1995
Education
University of Vermont
B.A., Political Science/Economics
Texas A&M University
Merrill Edge September 2013 - Present
Merrill Edge August 2011 - September 2013
Bank of America Investments April 2007 - April 2011
SunTrust Investment Services 2006 - 2007
SunTrust Investment Services 2004 - 2006
SunTrust Investment Services 2003 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1996 - 1999
Dean Witter 1994 - 1995
Education
University of Vermont
B.A., Political Science/Economics
Texas A&M University
Adam Chavez Adam Chavez's DEAN WITTER Experience August 1986 - January 1989
Job Urology Sales Specialist at Endo Pharmaceuticals
Industry Biotechnology
Experience
Endo Health Solutions April 2011 - Present
Genentech April 1992 - January 2011
Roche September 2002 - November 2003
Roche Pharmaceuticals February 2001 - August 2002
Merrill Lynch January 1989 - November 1990
Dean Witter August 1986 - January 1989
Skills
Oncology, Infectious Diseases, Immunology, Anesthesia, Business Development, Lung, Metabolism, Rheumatology, Buy & Bill, Managed Care, Endocrinology, Pharmaceutical Sales, Cardiology, Urology, Gastroenterology, Nephrology, Neurology, Dermatology, Pharmaceutical Industry, Pulmonology, Hospital Sales, Osteoporosis, Asthma, OB/GYN, Clinical Research, Pain Management, Sales Effectiveness, Product Launch, Primary Care, Medical Devices, Selling Skills, Hospitals
Education
Southern California University of Health Sciences 2000 — 2001
MBA, Health Sciences
University of Nevada-Reno 1986 — 1991
BS, Finance
Endo Health Solutions April 2011 - Present
Genentech April 1992 - January 2011
Roche September 2002 - November 2003
Roche Pharmaceuticals February 2001 - August 2002
Merrill Lynch January 1989 - November 1990
Dean Witter August 1986 - January 1989
Skills
Oncology, Infectious Diseases, Immunology, Anesthesia, Business Development, Lung, Metabolism, Rheumatology, Buy & Bill, Managed Care, Endocrinology, Pharmaceutical Sales, Cardiology, Urology, Gastroenterology, Nephrology, Neurology, Dermatology, Pharmaceutical Industry, Pulmonology, Hospital Sales, Osteoporosis, Asthma, OB/GYN, Clinical Research, Pain Management, Sales Effectiveness, Product Launch, Primary Care, Medical Devices, Selling Skills, Hospitals
Education
Southern California University of Health Sciences 2000 — 2001
MBA, Health Sciences
University of Nevada-Reno 1986 — 1991
BS, Finance
Frank Cecere Frank Cecere's DEAN WITTER Experience 1989 - 1991
Job First Vice President at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank August 2012 - Present
RevenueMed October 2010 - June 2012
SunTrust Robinson Humphrey July 2002 - July 2010
Objective Technologies Llc 1991 - 2001
Dean Witter 1989 - 1991
Drexel Burnham Lambert 1987 - 1989
Sikorsky Aircraft February 1984 - July 1987
Game Gems Inc. January 1983 - February 1984
Skills
Integration, Vendor Management, Business Intelligence, Agile Methodologies, Software Engineering, Derivatives, IT Risk Management, Program Management, CRM, Requirements Gathering, Business Process, Strategy, Project Management, Software Development, SDLC, Requirements Analysis, Databases, Business Analysis, Software Project..., Management, Data Warehousing, User Acceptance Testing, Enterprise Software, Risk Management, IT Management, Enterprise Architecture
Education
University of Dayton
BS, Computer Science
SunTrust Bank August 2012 - Present
RevenueMed October 2010 - June 2012
SunTrust Robinson Humphrey July 2002 - July 2010
Objective Technologies Llc 1991 - 2001
Dean Witter 1989 - 1991
Drexel Burnham Lambert 1987 - 1989
Sikorsky Aircraft February 1984 - July 1987
Game Gems Inc. January 1983 - February 1984
Skills
Integration, Vendor Management, Business Intelligence, Agile Methodologies, Software Engineering, Derivatives, IT Risk Management, Program Management, CRM, Requirements Gathering, Business Process, Strategy, Project Management, Software Development, SDLC, Requirements Analysis, Databases, Business Analysis, Software Project..., Management, Data Warehousing, User Acceptance Testing, Enterprise Software, Risk Management, IT Management, Enterprise Architecture
Education
University of Dayton
BS, Computer Science
Pascal Riou Pascal Riou's DEAN WITTER Experience January 1992 - August 1994
Job Vice President at Citi
Industry Financial Services
Experience
Citi April 2012 - Present
Citi June 2010 - April 2012
Morgan Stanley July 2004 - January 2009
Morgan Stanley January 1997 - June 2004
Morgan Stanley August 1994 - December 1996
Dean Witter January 1992 - August 1994
Dean Witter July 1987 - December 1991
Skills
Financial Analysis, Forecasting, Essbase, Budgeting, Process Improvement, Financial Reporting, Budgets, Management, Leadership, Analytics, Financial Modeling, Executive Management, Banking, Risk Management, Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1984
BBA, International Management
Lyceum Kennedy
Citi April 2012 - Present
Citi June 2010 - April 2012
Morgan Stanley July 2004 - January 2009
Morgan Stanley January 1997 - June 2004
Morgan Stanley August 1994 - December 1996
Dean Witter January 1992 - August 1994
Dean Witter July 1987 - December 1991
Skills
Financial Analysis, Forecasting, Essbase, Budgeting, Process Improvement, Financial Reporting, Budgets, Management, Leadership, Analytics, Financial Modeling, Executive Management, Banking, Risk Management, Finance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1984
BBA, International Management
Lyceum Kennedy
James H. Robinson, Esq. James H. Robinson, Esq.'s DEAN WITTER Experience January 1977 - January 1980
Job CFO/General Counsel at Secured Assurance
Industry Computer Hardware
Experience
wallstduck@msn.com January 2005 - January 2013
Salomon Brothers Robinson Leatham January 1985 - January 1995
First Winthrop Corporation January 1980 - January 1985
Dean Witter January 1977 - January 1980
United States Marine Corps January 1969 - January 1976
Education
Seattle University School of Law 1985 — 1998
Juris Doctor
University of Washington, Michael G. Foster School of Business
BBA Honors, Finance, 3.97
wallstduck@msn.com January 2005 - January 2013
Salomon Brothers Robinson Leatham January 1985 - January 1995
First Winthrop Corporation January 1980 - January 1985
Dean Witter January 1977 - January 1980
United States Marine Corps January 1969 - January 1976
Education
Seattle University School of Law 1985 — 1998
Juris Doctor
University of Washington, Michael G. Foster School of Business
BBA Honors, Finance, 3.97
Denis Knox Denis Knox's DEAN WITTER Experience May 1994 - September 1996
Job Sales Associate/ Management at Riverside Realty, Hoboken NJ, Relocation Expert, G.M.S.
Industry Real Estate
Experience
Riverside Realty March 1994 - Present
Riverside Realty, Hoboken NJ March 1994 - Present
Riverside Realty 1994 - 2012
Dean Witter May 1994 - September 1996
Skills
Investment Properties, Relocation, Real Estate, Condos, Sellers, First Time Home Buyers, Residential Homes, New Home Sales, Selling, Foreclosures, Referrals, Rentals, Leadership, Property Management, Sales, Contract Negotiation, Marketing, Budgets, Negotiation, Listings, Buyer Representation, Real Estate Transactions, Single Family Homes, Real Property, Townhomes, Short Sales, Investors, Corporate Relocation, Leases, Buyers, Property, REO, Home Staging, Luxury, HUD, Seniors, Commercial Real Estate, Apartments, Real Estate Development, FHA, Real Estate Financing, Real Estate Economics, Refinance, Lease Negotiations, Appraisals, Location Intelligence, Investments, Mortgage Lending, Brokerage
Education
Worldwide ERC 2014 — 2014
Global Mobility Specialist, International Relations and Affairs
Rowan University 1980 — 1984
Business, Business Administration
Union County College
Riverside Realty March 1994 - Present
Riverside Realty, Hoboken NJ March 1994 - Present
Riverside Realty 1994 - 2012
Dean Witter May 1994 - September 1996
Skills
Investment Properties, Relocation, Real Estate, Condos, Sellers, First Time Home Buyers, Residential Homes, New Home Sales, Selling, Foreclosures, Referrals, Rentals, Leadership, Property Management, Sales, Contract Negotiation, Marketing, Budgets, Negotiation, Listings, Buyer Representation, Real Estate Transactions, Single Family Homes, Real Property, Townhomes, Short Sales, Investors, Corporate Relocation, Leases, Buyers, Property, REO, Home Staging, Luxury, HUD, Seniors, Commercial Real Estate, Apartments, Real Estate Development, FHA, Real Estate Financing, Real Estate Economics, Refinance, Lease Negotiations, Appraisals, Location Intelligence, Investments, Mortgage Lending, Brokerage
Education
Worldwide ERC 2014 — 2014
Global Mobility Specialist, International Relations and Affairs
Rowan University 1980 — 1984
Business, Business Administration
Union County College
Ozgur Karaosmanoglu's DEAN WITTER Experience October 1987 - May 1990
Job Senior Vice President, Investments at Raymond James/ Managing Director
Industry Investment Management
Experience
Raymond James March 1993 - Present
Legg Mason May 1990 - March 1993
Dean Witter October 1987 - May 1990
Skills
Investments, Securities, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Investment Strategies, Strategic Financial..., Asset Management, Risk Management, Investment Management, IRAs, Analysis, Portfolio Management, High Net Worth..., 401k, Hedge Funds, Financial Markets, Retirement
Education
Tulane University - A.B. Freeman School of Business 1984 — 1987
MBA
Tulane University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Walt Whitman High School 1977 — 1980
Raymond James March 1993 - Present
Legg Mason May 1990 - March 1993
Dean Witter October 1987 - May 1990
Skills
Investments, Securities, Financial Advisory, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Investment Strategies, Strategic Financial..., Asset Management, Risk Management, Investment Management, IRAs, Analysis, Portfolio Management, High Net Worth..., 401k, Hedge Funds, Financial Markets, Retirement
Education
Tulane University - A.B. Freeman School of Business 1984 — 1987
MBA
Tulane University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Walt Whitman High School 1977 — 1980
Noreen Cooper Heavlin Noreen Cooper Heavlin's DEAN WITTER Experience January 1980 - January 1983
Job Professional Organizer
Industry Individual & Family Services
Experience
Sorting Things Out 2004 - Present
Earley & Earley, Inc. February 2007 - April 2007
Palo Alto Medical Foundation January 1999 - June 1999
Noe Valley Pediatrics January 1995 - January 1996
SMG North America January 1993 - January 1994
Theater Artaud January 1991 - January 1993
KQED 1984 - 1992
Dean Witter January 1980 - January 1983
The SOUTH Magazine January 1979 - January 1980
Skills
Organizing, File Systems, Time Management, Event Planning, Fundraising, Professional Organizing, Coaching, Start-ups, Training, Small Business, Home Offices, Social Networking, Leadership, Public Speaking
Education
San Jose State University
Master's, Library and Information Science
University of South Florida 1975 — 1979
Bachelor of Arts, Philosophy, English
Sorting Things Out 2004 - Present
Earley & Earley, Inc. February 2007 - April 2007
Palo Alto Medical Foundation January 1999 - June 1999
Noe Valley Pediatrics January 1995 - January 1996
SMG North America January 1993 - January 1994
Theater Artaud January 1991 - January 1993
KQED 1984 - 1992
Dean Witter January 1980 - January 1983
The SOUTH Magazine January 1979 - January 1980
Skills
Organizing, File Systems, Time Management, Event Planning, Fundraising, Professional Organizing, Coaching, Start-ups, Training, Small Business, Home Offices, Social Networking, Leadership, Public Speaking
Education
San Jose State University
Master's, Library and Information Science
University of South Florida 1975 — 1979
Bachelor of Arts, Philosophy, English
Kathy Komar Kathy Komar's DEAN WITTER Experience 1987 - 1988
Job Global Head Corporate Events
Industry Financial Services
Experience
Thomson Reuters August 2010 - Present
Thomson Reuters May 2008 - July 2010
Reuters June 2005 - April 2008
Reuters 2003 - 2005
Instinet 2000 - 2003
Reuters 1995 - 2000
VP, Fixed Income Data Project Management 1994 - 1995
Reuters 1989 - 1993
Dean Witter 1987 - 1988
Westinghouse Pension Investments 1982 - 1987
Skills
Event Management, Program Management, Team Leadership, Corporate Communications, Change Management, Integration, Strategy, Product Management, Cross-functional Team..., PMO, Strategic Planning, CRM, Account Management, Management, Process Improvement, Project Management, Vendor Management, IT Strategy, Leadership, Business Process
Education
Rosemont College 1977 — 1981
Bachelor of Science
Holy Child
Thomson Reuters August 2010 - Present
Thomson Reuters May 2008 - July 2010
Reuters June 2005 - April 2008
Reuters 2003 - 2005
Instinet 2000 - 2003
Reuters 1995 - 2000
VP, Fixed Income Data Project Management 1994 - 1995
Reuters 1989 - 1993
Dean Witter 1987 - 1988
Westinghouse Pension Investments 1982 - 1987
Skills
Event Management, Program Management, Team Leadership, Corporate Communications, Change Management, Integration, Strategy, Product Management, Cross-functional Team..., PMO, Strategic Planning, CRM, Account Management, Management, Process Improvement, Project Management, Vendor Management, IT Strategy, Leadership, Business Process
Education
Rosemont College 1977 — 1981
Bachelor of Science
Holy Child
Michael Young Michael Young's DEAN WITTER Experience January 1992 - June 1993
Job President, Realty World Blue Property Group, Inc.
Industry Real Estate
Experience
Realty World - Blue Property Group March 2007 - Present
Blue Property Group, Inc. October 2004 - Present
New Homes Realty June 2002 - October 2004
Independent Consulting Services September 2000 - June 2002
Premier Financial & Associates March 1996 - September 2000
Wells Fargo Financial September 1994 - March 1996
First Fidelity Bank June 1993 - August 1994
Dean Witter January 1992 - June 1993
Advantest December 1990 - January 1992
Kaiser Electronics & Aerospace May 1989 - December 1990
Skills
Short Sales, Foreclosures, REO, Sellers, Single Family Homes, Condos, Investment Properties, Buyer Representation, Real Estate, First Time Home Buyers, Relocation, Listings, Residential Homes, Townhomes, Referrals, Selling, Property, Buyers, Real Property, Investors, Real Estate Transactions, Luxury, Investments, Seniors, Resellers, Brokerage, Rentals, New Home Sales, Home Staging, FHA, Real Estate Financing, Property Management, Sales
Education
San Francisco State University 1984 — 1989
Bachelor of Science, Computer Science
Realty World - Blue Property Group March 2007 - Present
Blue Property Group, Inc. October 2004 - Present
New Homes Realty June 2002 - October 2004
Independent Consulting Services September 2000 - June 2002
Premier Financial & Associates March 1996 - September 2000
Wells Fargo Financial September 1994 - March 1996
First Fidelity Bank June 1993 - August 1994
Dean Witter January 1992 - June 1993
Advantest December 1990 - January 1992
Kaiser Electronics & Aerospace May 1989 - December 1990
Skills
Short Sales, Foreclosures, REO, Sellers, Single Family Homes, Condos, Investment Properties, Buyer Representation, Real Estate, First Time Home Buyers, Relocation, Listings, Residential Homes, Townhomes, Referrals, Selling, Property, Buyers, Real Property, Investors, Real Estate Transactions, Luxury, Investments, Seniors, Resellers, Brokerage, Rentals, New Home Sales, Home Staging, FHA, Real Estate Financing, Property Management, Sales
Education
San Francisco State University 1984 — 1989
Bachelor of Science, Computer Science
Gerard D'Amaro's DEAN WITTER Experience January 1993 - January 1995
Job Lead Generation I Social Media Consult Services | Mass Tort Lead Gen for SEO Purposes
Industry Marketing and Advertising
Experience
Social Media Consult Services January 2014 - Present
Email Marketing Concepts August 2013 - Present
Market Solutions LLC January 1997 - Present
Landmark International EquitiesVice January 1995 - January 1997
Dean Witter January 1993 - January 1995
PaineWebber January 1990 - January 1993
Skills
Strategy, Marketing, Email Marketing, Business Planning, Investments, Marketing Strategy, Entrepreneurship, Start-ups, Venture Capital, Investor Relations, Private Equity, New Business Development, Business Development, Finance, Corporate Finance, Executive Management, Investment Banking, Social Networking, Customer Service, Valuation, Joint Ventures, IPO, Negotiation, Alternative Investments, Trading, Public Relations, Project Finance, Business, Hedge Funds, Equities, Capital Markets, Securities, Investment Advisory, Structured Finance, Stocks, Bonds, Google Adwords, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Asset Managment, Financial Risk, Automotive Aftermarket, Commercial Real Estate, Commercial Lending, Financial Structuring, Web Design, Web Development, Brand Development
Education
New York Institute of Technology 1992 — 1993
B.S, Interdisciplinary Studies
Suffolk County Community College 1989 — 1991
A.S, Business Management
Centereach High School 1984 — 1988
Centereach High School 1984 — 1988
Social Media Consult Services January 2014 - Present
Email Marketing Concepts August 2013 - Present
Market Solutions LLC January 1997 - Present
Landmark International EquitiesVice January 1995 - January 1997
Dean Witter January 1993 - January 1995
PaineWebber January 1990 - January 1993
Skills
Strategy, Marketing, Email Marketing, Business Planning, Investments, Marketing Strategy, Entrepreneurship, Start-ups, Venture Capital, Investor Relations, Private Equity, New Business Development, Business Development, Finance, Corporate Finance, Executive Management, Investment Banking, Social Networking, Customer Service, Valuation, Joint Ventures, IPO, Negotiation, Alternative Investments, Trading, Public Relations, Project Finance, Business, Hedge Funds, Equities, Capital Markets, Securities, Investment Advisory, Structured Finance, Stocks, Bonds, Google Adwords, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Asset Managment, Financial Risk, Automotive Aftermarket, Commercial Real Estate, Commercial Lending, Financial Structuring, Web Design, Web Development, Brand Development
Education
New York Institute of Technology 1992 — 1993
B.S, Interdisciplinary Studies
Suffolk County Community College 1989 — 1991
A.S, Business Management
Centereach High School 1984 — 1988
Centereach High School 1984 — 1988
donald dorr donald dorr's DEAN WITTER Experience February 1997 - April 1998
Job teacher at town of plymouth
Industry Education Management
Experience
town of plymouth August 1994 - Present
Dean Witter February 1997 - April 1998
E.F. Hutton April 1995 - January 1997
Ocean Blue Buildrs 1981 - 1983
Skills
Coaching Staff, Artistry, Entrepenure
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1973 — 1976
Graduate school Political Science
town of plymouth August 1994 - Present
Dean Witter February 1997 - April 1998
E.F. Hutton April 1995 - January 1997
Ocean Blue Buildrs 1981 - 1983
Skills
Coaching Staff, Artistry, Entrepenure
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1973 — 1976
Graduate school Political Science
Rob Senis Rob Senis's DEAN WITTER Experience 1989 - 1991
Job Consultant at Business IT Solutions
Industry Information Technology and Services
Experience
rccks systems 2006 - Present
Maritime Life 1996 - 2005
The Coca-Cola Company 1993 - 1996
The Canadian Securities Institute 1991 - 1994
Dean Witter 1989 - 1991
Holt, Rinehart and Winston 1987 - 1989
Skills
IT Service Management, Security, ITIL, Team Building, Customer Relations, Team Leadership, Problem Solving, System Administration, Policy, Service Delivery, Technical Support, Customer Service, Project Management, Integration, Call Centers, Networking, Telecommunications, Software Installation, Vendor Management
Education
Essential Communications 2008 — 2011
Seneca College of Applied Arts and Technology 1986 — 1988
Computer Programming & Technology
Ryerson University 1984 — 1986
Electronic Engineering Technology
rccks systems 2006 - Present
Maritime Life 1996 - 2005
The Coca-Cola Company 1993 - 1996
The Canadian Securities Institute 1991 - 1994
Dean Witter 1989 - 1991
Holt, Rinehart and Winston 1987 - 1989
Skills
IT Service Management, Security, ITIL, Team Building, Customer Relations, Team Leadership, Problem Solving, System Administration, Policy, Service Delivery, Technical Support, Customer Service, Project Management, Integration, Call Centers, Networking, Telecommunications, Software Installation, Vendor Management
Education
Essential Communications 2008 — 2011
Seneca College of Applied Arts and Technology 1986 — 1988
Computer Programming & Technology
Ryerson University 1984 — 1986
Electronic Engineering Technology
Larry Namm Larry Namm's DEAN WITTER Experience June 1980 - January 1987
Job Brain Abundance
Industry Health, Wellness and Fitness
Experience
Namatek January 2014 - Present
Stay at home dad January 1997 - Present
Clean Solar Energy July 2007 - December 2012
Dean Witter June 1980 - January 1987
Skills
Customer Service, Budgets, Team Building, New Business Development, Public Speaking, Sales, Teaching, Business Development, Social Media, Small Business
Education
Queens College 1973 — 1977
Bachelor of Arts, Accounting/Finance
Namatek January 2014 - Present
Stay at home dad January 1997 - Present
Clean Solar Energy July 2007 - December 2012
Dean Witter June 1980 - January 1987
Skills
Customer Service, Budgets, Team Building, New Business Development, Public Speaking, Sales, Teaching, Business Development, Social Media, Small Business
Education
Queens College 1973 — 1977
Bachelor of Arts, Accounting/Finance
Karen Stroud Majeed Karen Stroud Majeed's DEAN WITTER Experience June 1995 - August 1995
Job Digital Information Specialist
Industry Internet
Experience
NIH, NIAID September 2009 - July 2015
Perot Systems Government Services April 2004 - September 2009
SAIC, on site at VRC, NIAID, NIH January 2002 - April 2004
IQ Solutions June 1998 - December 2001
National Association of Credit Management June 1996 - June 1998
Dean Witter June 1995 - August 1995
Skills
Web Design, SharePoint, Information Architecture, CSS, User Experience, Blogging, Content Management, Web Development, HTML, Facebook, Web Content Management, Graphic Design, Dreamweaver, User Interface Design, Usability, Program Management
Education
University of Baltimore
M.A.
University of Baltimore 1995 — 1997
B.A.
Salisbury University 1993 — 1995
NIH, NIAID September 2009 - July 2015
Perot Systems Government Services April 2004 - September 2009
SAIC, on site at VRC, NIAID, NIH January 2002 - April 2004
IQ Solutions June 1998 - December 2001
National Association of Credit Management June 1996 - June 1998
Dean Witter June 1995 - August 1995
Skills
Web Design, SharePoint, Information Architecture, CSS, User Experience, Blogging, Content Management, Web Development, HTML, Facebook, Web Content Management, Graphic Design, Dreamweaver, User Interface Design, Usability, Program Management
Education
University of Baltimore
M.A.
University of Baltimore 1995 — 1997
B.A.
Salisbury University 1993 — 1995
Aric Koshiyama Aric Koshiyama's DEAN WITTER Experience June 1994 - January 1996
Job LPL Investment Advisor at Travis Financial Services
Industry Financial Services
Experience
Travis Financial Services February 2002 - Present
D.A. Davidson & Co. February 2001 - February 2002
E*TRADE Financial December 1999 - February 2001
Paine Webber January 1997 - December 1999
Paine Webber January 1996 - January 1997
Dean Witter June 1994 - January 1996
Skills
Leadership, Retirement Planning, Trading, Investments, Series 63, Insurance, Securities, Financial Analysis, Series 7
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Travis Financial Services February 2002 - Present
D.A. Davidson & Co. February 2001 - February 2002
E*TRADE Financial December 1999 - February 2001
Paine Webber January 1997 - December 1999
Paine Webber January 1996 - January 1997
Dean Witter June 1994 - January 1996
Skills
Leadership, Retirement Planning, Trading, Investments, Series 63, Insurance, Securities, Financial Analysis, Series 7
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Robert Millus Robert Millus's DEAN WITTER Experience 1986 - 1988
Job Special Assets Officer/AVP at City National Bank of New Jersey
Industry Financial Services
Experience
City National Bank of New Jersey January 2011 - Present
New York City Economic Development Corporation February 1995 - April 2009
New York City Economic Development Corporation January 1999 - January 2004
New York City Economic Development Corporation January 1998 - January 1999
New York City Economic Development Corporation January 1995 - January 1998
United States Small Business Administration January 1991 - January 1995
United States Small Business Administration 1990 - 1995
United States Small Business Administration January 1990 - January 1991
Dean Witter Reynolds, Inc January 1986 - January 1988
Dean Witter 1986 - 1988
Skills
Real Estate
Education
COMMUNICATIONS ST. FRANCIS COLLEGE
B.A
St. Francis College
B.A., Communications, Business
City National Bank of New Jersey January 2011 - Present
New York City Economic Development Corporation February 1995 - April 2009
New York City Economic Development Corporation January 1999 - January 2004
New York City Economic Development Corporation January 1998 - January 1999
New York City Economic Development Corporation January 1995 - January 1998
United States Small Business Administration January 1991 - January 1995
United States Small Business Administration 1990 - 1995
United States Small Business Administration January 1990 - January 1991
Dean Witter Reynolds, Inc January 1986 - January 1988
Dean Witter 1986 - 1988
Skills
Real Estate
Education
COMMUNICATIONS ST. FRANCIS COLLEGE
B.A
St. Francis College
B.A., Communications, Business
Ethan Bonar Ethan Bonar's DEAN WITTER Experience August 1999 - November 1999
Job Founder & CEO at Arrow Private Wealth, LLC
Industry Financial Services
Experience
Arrow Private Wealth, LLC November 2012 - Present
LD Lowe Wealth Advisory November 1999 - December 2012
Dean Witter August 1999 - November 1999
University of Arkansas 1996 - 1998
Skills
Wealth Management, Divorce Planning, Financial Planning, 401k, Estate Planning, Insurance, Retirement Planning, Investments, Small Business, Asset Management, Financial Analysis, Budgeting, Asset Managment, Strategic Financial..., Budgets, Fixed Annuities, Wealth, IRAs, Investment Advisory, Retirement
Education
University of Arkansas 1992 — 1999
BSBA, Financial Management
Arrow Private Wealth, LLC November 2012 - Present
LD Lowe Wealth Advisory November 1999 - December 2012
Dean Witter August 1999 - November 1999
University of Arkansas 1996 - 1998
Skills
Wealth Management, Divorce Planning, Financial Planning, 401k, Estate Planning, Insurance, Retirement Planning, Investments, Small Business, Asset Management, Financial Analysis, Budgeting, Asset Managment, Strategic Financial..., Budgets, Fixed Annuities, Wealth, IRAs, Investment Advisory, Retirement
Education
University of Arkansas 1992 — 1999
BSBA, Financial Management
Cindy Licht Cindy Licht's DEAN WITTER Experience 1988 - 1995
Job Founder, Lichthouse Business Solutions, LLC.
Industry Management Consulting
Experience
Lichthouse Business Solutions, LLC. 2009 - Present
Dean Witter 1988 - 1995
Lloyds Bank Commercial Banking 1981 - 1988
Skills
Marketing, Social Media, Finance, Marketing Strategy, Strategic Planning, Social Media Marketing, Project Management, Entrepreneurship, Business Strategy, Corporate Communications, Advertising, Market Research, Nonprofits, Fundraising, Public Relations, Event Management, Management, Social Networking, Small Business, Leadership, Email Marketing, Online Advertising, Online Marketing
Education
Southern Illinois University, Carbondale
BS, Finance & Marketing
Lichthouse Business Solutions, LLC. 2009 - Present
Dean Witter 1988 - 1995
Lloyds Bank Commercial Banking 1981 - 1988
Skills
Marketing, Social Media, Finance, Marketing Strategy, Strategic Planning, Social Media Marketing, Project Management, Entrepreneurship, Business Strategy, Corporate Communications, Advertising, Market Research, Nonprofits, Fundraising, Public Relations, Event Management, Management, Social Networking, Small Business, Leadership, Email Marketing, Online Advertising, Online Marketing
Education
Southern Illinois University, Carbondale
BS, Finance & Marketing
Robert Spicer's DEAN WITTER Experience January 1992 - June 1997
Job Executive Vice President at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation October 2006 - Present
Morgan Stanley January 1992 - April 2006
Dean Witter January 1992 - June 1997
Cohig and Associates, Stockbroker 1991 - 1992
Spicer Real Estate-Aspen 1988 - 1991
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Management, Bonds, Managed Futures, Stocks, Structured Products, Series 7, Wealth Management, ETFs, ERISA 408 (g) ..., UMA
Education
Syracuse University 1982 — 1982
State University of New York College at Cortland 1977 — 1981
First Financial Equity Corporation October 2006 - Present
Morgan Stanley January 1992 - April 2006
Dean Witter January 1992 - June 1997
Cohig and Associates, Stockbroker 1991 - 1992
Spicer Real Estate-Aspen 1988 - 1991
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Management, Bonds, Managed Futures, Stocks, Structured Products, Series 7, Wealth Management, ETFs, ERISA 408 (g) ..., UMA
Education
Syracuse University 1982 — 1982
State University of New York College at Cortland 1977 — 1981
Christine McGarry Stewardson Christine McGarry Stewardson's DEAN WITTER Experience January 1991 - 1993
Job Sales at Institute for Applied Biophoton Science
Industry Apparel & Fashion
Experience
Institute for Applied Biophoton Science March 2014 - Present
Carol Anderson by Invitation January 2005 - Present
United Way January 1991 - January 1995
Dean Witter January 1991 - 1993
Ralph Lauren Footwear January 1988 - December 1991
Skills
Sales, Product Marketing, Team Leadership, Talent Development, Coaching, Strategic Planning, Business Strategy, New Business Development, Project Management, Microsoft Office, Fundraising, Business Development, Account Management, Social Networking, Leadership, Talent Management, Social Media, Negotiation, Social Media Marketing, Marketing Communications, Team Building, Contract Negotiation, Event Management, Product Management, Retail, Key Account Management, Recruiting, Marketing Strategy, Marketing, Customer Service, Leadership Development, Sales Management, Management, Public Speaking, Public Relations, Fashion, Non-profits, Event Planning, Human Resources, Budgets, B2B, Cross-functional Team...
Education
Southern Connecticut State University 1983 — 1987
business, economics
Institute for Applied Biophoton Science March 2014 - Present
Carol Anderson by Invitation January 2005 - Present
United Way January 1991 - January 1995
Dean Witter January 1991 - 1993
Ralph Lauren Footwear January 1988 - December 1991
Skills
Sales, Product Marketing, Team Leadership, Talent Development, Coaching, Strategic Planning, Business Strategy, New Business Development, Project Management, Microsoft Office, Fundraising, Business Development, Account Management, Social Networking, Leadership, Talent Management, Social Media, Negotiation, Social Media Marketing, Marketing Communications, Team Building, Contract Negotiation, Event Management, Product Management, Retail, Key Account Management, Recruiting, Marketing Strategy, Marketing, Customer Service, Leadership Development, Sales Management, Management, Public Speaking, Public Relations, Fashion, Non-profits, Event Planning, Human Resources, Budgets, B2B, Cross-functional Team...
Education
Southern Connecticut State University 1983 — 1987
business, economics
Gae Linfoot Gae Linfoot's DEAN WITTER Experience March 1982 - February 1989
Job Financial Consultant at Liberty Capital Investment Corporation
Industry Financial Services
Experience
Heart Gallery 2008 - Present
Liberty Capital Investment Corporation November 2001 - Present
CASA Multnomah Washington County 1997 - Present
AG Edwards January 1989 - November 2001
Dean Witter March 1982 - February 1989
Skills
Retirement Planning, Investments, Insurance, Annuities, Financial Planning, Wealth Management, Asset Management, Strategic Financial..., Disability Insurance, Finance, Fixed Annuities, Small Business, Financial Services, Mutual Funds, Long-term Care, Asset Allocation, Health Insurance, Retirement, Personal Finance, Team Building, Leadership, Marketing, Strategic Planning, Wealth, Portfolio Management, Customer Service, Financial Advisory, Risk Management
Education
Franklin High School
Portland State University
B.S., Administration of Justice
Heart Gallery 2008 - Present
Liberty Capital Investment Corporation November 2001 - Present
CASA Multnomah Washington County 1997 - Present
AG Edwards January 1989 - November 2001
Dean Witter March 1982 - February 1989
Skills
Retirement Planning, Investments, Insurance, Annuities, Financial Planning, Wealth Management, Asset Management, Strategic Financial..., Disability Insurance, Finance, Fixed Annuities, Small Business, Financial Services, Mutual Funds, Long-term Care, Asset Allocation, Health Insurance, Retirement, Personal Finance, Team Building, Leadership, Marketing, Strategic Planning, Wealth, Portfolio Management, Customer Service, Financial Advisory, Risk Management
Education
Franklin High School
Portland State University
B.S., Administration of Justice
Sheila (Murphy) Brian Sheila (Murphy) Brian's DEAN WITTER Experience 1985 - 1987
Job President, AGame Marketing, contest, sweepstakes and prize insurance expert, casino and event marketing
Industry Marketing and Advertising
Experience
AGame Marketing March 2010 - Present
SCA Promotions, Inc July 1989 - March 2010
Jefferies & Company 1987 - 1989
Dean Witter 1985 - 1987
Skills
Promotions, contest design, prize coverage, Special Events, Marketing Strategy, Event Management, Gaming, Email Marketing, Online Marketing, Event Marketing, Integrated Marketing, Marketing Communications, Entertainment, Event Planning, Strategic Planning, Brand Development, Sponsorship, Customer Acquisition, Creative Development, Online Advertising, Competition, Gambling, Creative Direction, Social Media Marketing, Casino, Database Marketing, Direct Marketing, Loyalty Marketing, Strategic Partnerships, Hospitality, Marketing, Loyalty Programs, Sales, Entrepreneurship, Product Marketing, Leadership, Relationship Marketing, Brand Management, Market Planning, Customer Retention, Budgets, Marketing Management, Interactive Marketing, Digital Marketing, Trade Shows, Brand Awareness, Sales Operations, Lead Generation, Media Buying, Marketing Research
Education
Southern Methodist University 1981 — 1985
BA & BS, Political Science & Economics
University of Wisconsin-Madison 1981 — 1983
Political science
Derham Hall
AGame Marketing March 2010 - Present
SCA Promotions, Inc July 1989 - March 2010
Jefferies & Company 1987 - 1989
Dean Witter 1985 - 1987
Skills
Promotions, contest design, prize coverage, Special Events, Marketing Strategy, Event Management, Gaming, Email Marketing, Online Marketing, Event Marketing, Integrated Marketing, Marketing Communications, Entertainment, Event Planning, Strategic Planning, Brand Development, Sponsorship, Customer Acquisition, Creative Development, Online Advertising, Competition, Gambling, Creative Direction, Social Media Marketing, Casino, Database Marketing, Direct Marketing, Loyalty Marketing, Strategic Partnerships, Hospitality, Marketing, Loyalty Programs, Sales, Entrepreneurship, Product Marketing, Leadership, Relationship Marketing, Brand Management, Market Planning, Customer Retention, Budgets, Marketing Management, Interactive Marketing, Digital Marketing, Trade Shows, Brand Awareness, Sales Operations, Lead Generation, Media Buying, Marketing Research
Education
Southern Methodist University 1981 — 1985
BA & BS, Political Science & Economics
University of Wisconsin-Madison 1981 — 1983
Political science
Derham Hall
Susan Mamanne Susan Mamanne's DEAN WITTER Experience 1984 - 1986
Job Business owner
Industry Luxury Goods & Jewelry
Experience
Arco am/pm February 2003 - Present
Arco am/pm 2003 - Present
M & H Creative Designs, Inc 1996 - Present
Dean Witter 1984 - 1986
Education
Santa Monica College
Arco am/pm February 2003 - Present
Arco am/pm 2003 - Present
M & H Creative Designs, Inc 1996 - Present
Dean Witter 1984 - 1986
Education
Santa Monica College
Robert Gold Robert Gold's DEAN WITTER Experience 1984 - 1985
Job Senior Healthcare Analyst at Bloomberg
Industry Financial Services
Experience
Bloomberg April 2011 - Present
Brigantine Advisors December 2009 - April 2011
Standard & Poor's April 2008 - May 2009
Standard & Poor's April 1996 - March 2008
Standard & Poor's April 1989 - March 1995
US Trust May 1987 - April 1989
Dean Witter 1984 - 1985
Skills
Financial Modeling, Strategy, Valuation, Equity Research, Management, Equities, Hedge Funds, Portfolio Management, Investments, Healthcare
Education
Pace University - Lubin School of Business 1988 — 1993
MBA, Finance
The George Washington University - School of Business 1980 — 1984
BA, Finance
Bloomberg April 2011 - Present
Brigantine Advisors December 2009 - April 2011
Standard & Poor's April 2008 - May 2009
Standard & Poor's April 1996 - March 2008
Standard & Poor's April 1989 - March 1995
US Trust May 1987 - April 1989
Dean Witter 1984 - 1985
Skills
Financial Modeling, Strategy, Valuation, Equity Research, Management, Equities, Hedge Funds, Portfolio Management, Investments, Healthcare
Education
Pace University - Lubin School of Business 1988 — 1993
MBA, Finance
The George Washington University - School of Business 1980 — 1984
BA, Finance
Daniel Schweihs Daniel Schweihs's DEAN WITTER Experience January 1980 - October 1981
Job Executive Director at http://SolutionsRetreat.org/
Industry Financial Services
Experience
http://SolutionsRetreat.org/ December 2010 - Present
Agents' Mortgage January 2003 - December 2010
Disciplined Investment Advisors, Inc. April 1984 - June 1996
Lehman Brothers October 1981 - April 1984
Dean Witter January 1980 - October 1981
Skills
Mortgage Lending, Real Estate, Start-ups, Loans, Strategic Planning, FHA, Investments, Management, New Business Development, Finance, Selling, Marketing, Investment Properties, Corporate Finance, Small Business, Mortgage Banking, Residential Mortgages, Credit, Financial Analysis, Loan Origination, Refinance, Accounting, First Time Home Buyers, Sales, Sales Management, USDA, Reverse Mortgages, Banking, Foreclosures, VA loans, Residential Homes, Investors, Referrals, Short Sales, Underwriting
Education
The University of Chicago Booth School of Business 1978 — 1979
MBA, Finance, Economics
Rose-Hulman Institute
BS, Mechanical Engineering
http://SolutionsRetreat.org/ December 2010 - Present
Agents' Mortgage January 2003 - December 2010
Disciplined Investment Advisors, Inc. April 1984 - June 1996
Lehman Brothers October 1981 - April 1984
Dean Witter January 1980 - October 1981
Skills
Mortgage Lending, Real Estate, Start-ups, Loans, Strategic Planning, FHA, Investments, Management, New Business Development, Finance, Selling, Marketing, Investment Properties, Corporate Finance, Small Business, Mortgage Banking, Residential Mortgages, Credit, Financial Analysis, Loan Origination, Refinance, Accounting, First Time Home Buyers, Sales, Sales Management, USDA, Reverse Mortgages, Banking, Foreclosures, VA loans, Residential Homes, Investors, Referrals, Short Sales, Underwriting
Education
The University of Chicago Booth School of Business 1978 — 1979
MBA, Finance, Economics
Rose-Hulman Institute
BS, Mechanical Engineering
John D. Duffy - MBA, CBM John D. Duffy - MBA, CBM's DEAN WITTER Experience July 1985 - July 1987
Job Experienced Accounting and Internal Controls professional.
Industry Publishing
Experience
Condé Nast August 2011 - July 2015
Condé Nast June 2008 - July 2011
Condé Nast January 2003 - May 2008
Repauno Products February 1999 - January 2003
F. Schumacher & Co. April 1988 - January 1999
Baxter International July 1987 - March 1988
Dean Witter July 1985 - July 1987
Skills
Accounting, Leadership, Management, Internal Controls, Cross-functional Team..., Team Building, Financial Statements, Variance Analysis, C-Level Communications..., Relationship Management, Analytical & Problem..., Multi-tasking, Creativity, Integrity,..., Ability to Priortize..., Influential Communicator, Asset Protection, Fraud Detection, Business Process Mapping, Business Process..., Business Continuity..., Businerss Impact..., RiskMitigation..., Business Process, Project Management, Vendor Management, Policies & Procedures..., Systems Development, Influence At All Levels, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visio, PeopleSoft, SharePoint, Publishing, Social Media, Advertising, Digital Media, Integrated Marketing, Digital Marketing, Social Media Marketing, Budgets, Analysis
Education
University of Delaware 1996 — 1998
MBA, Management
Saint Bonaventure University 1981 — 1985
BBA, Accounting
Condé Nast August 2011 - July 2015
Condé Nast June 2008 - July 2011
Condé Nast January 2003 - May 2008
Repauno Products February 1999 - January 2003
F. Schumacher & Co. April 1988 - January 1999
Baxter International July 1987 - March 1988
Dean Witter July 1985 - July 1987
Skills
Accounting, Leadership, Management, Internal Controls, Cross-functional Team..., Team Building, Financial Statements, Variance Analysis, C-Level Communications..., Relationship Management, Analytical & Problem..., Multi-tasking, Creativity, Integrity,..., Ability to Priortize..., Influential Communicator, Asset Protection, Fraud Detection, Business Process Mapping, Business Process..., Business Continuity..., Businerss Impact..., RiskMitigation..., Business Process, Project Management, Vendor Management, Policies & Procedures..., Systems Development, Influence At All Levels, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visio, PeopleSoft, SharePoint, Publishing, Social Media, Advertising, Digital Media, Integrated Marketing, Digital Marketing, Social Media Marketing, Budgets, Analysis
Education
University of Delaware 1996 — 1998
MBA, Management
Saint Bonaventure University 1981 — 1985
BBA, Accounting
Dina Mek Dina Mek's DEAN WITTER Experience January 1999 - October 2001
Job Sr. Mortgage Consultant
Industry Financial Services
Experience
Citi August 2015 - Present
Union Bank March 2011 - July 2015
Bank of America May 2010 - March 2011
Washington Mutual, Inc. November 2008 - May 2010
Countrywide Home Loans November 2004 - November 2008
Wells Fargo Home Mortgage October 2001 - March 2004
Dean Witter January 1999 - October 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Refinance, Credit, Residential Mortgages, Banking, FHA financing, Investments, Real Estate, Estate Planning, Retirement, Process Improvement, Financial Structuring, Negotiation, FHA, Bloomberg Terminal, Economics, FHA Financing, Finance, Real Estate Economics, Investment Properties
Education
Seattle Pacific University - School of Business and Economics 1995 — 1999
B.S., Political Science and Economics
Citi August 2015 - Present
Union Bank March 2011 - July 2015
Bank of America May 2010 - March 2011
Washington Mutual, Inc. November 2008 - May 2010
Countrywide Home Loans November 2004 - November 2008
Wells Fargo Home Mortgage October 2001 - March 2004
Dean Witter January 1999 - October 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Refinance, Credit, Residential Mortgages, Banking, FHA financing, Investments, Real Estate, Estate Planning, Retirement, Process Improvement, Financial Structuring, Negotiation, FHA, Bloomberg Terminal, Economics, FHA Financing, Finance, Real Estate Economics, Investment Properties
Education
Seattle Pacific University - School of Business and Economics 1995 — 1999
B.S., Political Science and Economics
Jack Frost's DEAN WITTER Experience June 1981 - November 1998
Job Vice President Compliance Manager at J.P.Morgan Chase
Industry Financial Services
Experience
AXA Advisors February 2015 - April 2015
RCap Securities Inc. September 2009 - January 2014
Morgan Stanley November 1998 - November 2008
Dean Witter June 1981 - November 1998
Skills
Retirement Planning, Estate Planning, Asset Management, Business Succession..., Life Insurance..., College Education...
Education
Rutgers University-New Brunswick 1982 — 1987
MBA, BUSINESS ADMIN
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BS, BUSINESS ADMIN
AXA Advisors February 2015 - April 2015
RCap Securities Inc. September 2009 - January 2014
Morgan Stanley November 1998 - November 2008
Dean Witter June 1981 - November 1998
Skills
Retirement Planning, Estate Planning, Asset Management, Business Succession..., Life Insurance..., College Education...
Education
Rutgers University-New Brunswick 1982 — 1987
MBA, BUSINESS ADMIN
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BS, BUSINESS ADMIN
Joseph P Hughes,CPCU, API Joseph P Hughes,CPCU, API's DEAN WITTER Experience September 1989 - September 1990
Job Insurance Agent
Industry Insurance
Experience
Hughes Insurance Agency March 1991 - Present
ACS 2009 - 2015
Dean Witter September 1989 - September 1990
Skills
Commercial Insurance, Insurance, Umbrella Insurance, Inland Marine, Property & Casualty..., Life Insurance, Workers Compensation, Claim, Liability, Leadership, Risk Management, Commercial Lines, Sales, Professional Liability, General Insurance, Homeowners, Underwriting, Customer Service, Small Business, Casualty, Legal Liability, Selling, Marketing, Retirement Planning, Casualty Insurance
Education
Southern Connecticut State University 1988 — 1990
BS, Finance
Sacred Heart High 1984 — 1987
High School Diploma
Hughes Insurance Agency March 1991 - Present
ACS 2009 - 2015
Dean Witter September 1989 - September 1990
Skills
Commercial Insurance, Insurance, Umbrella Insurance, Inland Marine, Property & Casualty..., Life Insurance, Workers Compensation, Claim, Liability, Leadership, Risk Management, Commercial Lines, Sales, Professional Liability, General Insurance, Homeowners, Underwriting, Customer Service, Small Business, Casualty, Legal Liability, Selling, Marketing, Retirement Planning, Casualty Insurance
Education
Southern Connecticut State University 1988 — 1990
BS, Finance
Sacred Heart High 1984 — 1987
High School Diploma
Rich Carson Rich Carson's DEAN WITTER Experience March 1983 - March 1985
Job Founder, CEO and Chief Volunteer Fundraiser at ProHealth
Industry Health, Wellness and Fitness
Experience
ProHealth September 1988 - Present
Sutro and Company March 1985 - July 1987
Dean Witter March 1983 - March 1985
Skills
Online Marketing, Email Marketing, SEO, Wellness, Nutrition, Holistic Health, Wellbeing, Healing, Pain, Public Speaking, Alternative Medicine, Fibromyalgia, Chronic Pain, Stress Management, Writing, Social Media, Chronic Illness, Social Media Marketing, Public Relations, Customer Relations, Marketing Communications, Herbs, Non-profits, Fundraising, Social Networking, vitamins, life extension, HEALTH, herb, fundraising, cause marketing, chronic fatigue syndrome, fibromyalgia, mecfs, Health, Vitamins, Chronic Fatigue, Weight, Meditation, Customer Service, Nutritional Counseling, Sports Nutrition, Stress, Marketing, Nonprofits, Healthcare, Pain Management, Corporations, Herbal, Wellness Coaching
Education
UCSB 1976 — 1980
BA, Biology; Communication
verdue sciences
ProHealth September 1988 - Present
Sutro and Company March 1985 - July 1987
Dean Witter March 1983 - March 1985
Skills
Online Marketing, Email Marketing, SEO, Wellness, Nutrition, Holistic Health, Wellbeing, Healing, Pain, Public Speaking, Alternative Medicine, Fibromyalgia, Chronic Pain, Stress Management, Writing, Social Media, Chronic Illness, Social Media Marketing, Public Relations, Customer Relations, Marketing Communications, Herbs, Non-profits, Fundraising, Social Networking, vitamins, life extension, HEALTH, herb, fundraising, cause marketing, chronic fatigue syndrome, fibromyalgia, mecfs, Health, Vitamins, Chronic Fatigue, Weight, Meditation, Customer Service, Nutritional Counseling, Sports Nutrition, Stress, Marketing, Nonprofits, Healthcare, Pain Management, Corporations, Herbal, Wellness Coaching
Education
UCSB 1976 — 1980
BA, Biology; Communication
verdue sciences
William Hoskins William Hoskins's DEAN WITTER Experience March 1994 - November 1997
Job Risk Model Research
Industry Financial Services
Experience
Federal Reserve Bank of San Francisco March 2015 - Present
Financial Engines December 2011 - November 2012
Risk Management Solutions January 2010 - December 2011
Mellon Capital Management 2001 - 2009
Barclays Global Investors 1998 - 2001
Dean Witter March 1994 - November 1997
Chevron June 1982 - December 1991
Skills
Portfolio Management, Portfolio Optimization, Equities, Asset Managment, Quantitative Finance, Fixed Income, Asset Allocation, Quantitative Analytics, Hedge Funds, Derivatives, Bloomberg, Investments, Risk Management, Valuation, MBS, Financial Modeling, ABS, Trading, Investment Strategies, Capital Markets
Education
The University of Chicago 1987 — 1994
Ph.D./MBA
Stanford University 1981 — 1983
MS
University of California, Berkeley 1976 — 1981
AB
Lick Wilmerding HS 1972 — 1976
hs
Federal Reserve Bank of San Francisco March 2015 - Present
Financial Engines December 2011 - November 2012
Risk Management Solutions January 2010 - December 2011
Mellon Capital Management 2001 - 2009
Barclays Global Investors 1998 - 2001
Dean Witter March 1994 - November 1997
Chevron June 1982 - December 1991
Skills
Portfolio Management, Portfolio Optimization, Equities, Asset Managment, Quantitative Finance, Fixed Income, Asset Allocation, Quantitative Analytics, Hedge Funds, Derivatives, Bloomberg, Investments, Risk Management, Valuation, MBS, Financial Modeling, ABS, Trading, Investment Strategies, Capital Markets
Education
The University of Chicago 1987 — 1994
Ph.D./MBA
Stanford University 1981 — 1983
MS
University of California, Berkeley 1976 — 1981
AB
Lick Wilmerding HS 1972 — 1976
hs
Timothy Notaro Timothy Notaro's DEAN WITTER Experience September 1989 - December 1992
Job Senior Vice President Investments at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management March 2004 - Present
Northern Trust Securities, Inc. February 1992 - March 2004
Dean Witter September 1989 - December 1992
Skills
Wealth Management, Wealth Accumulation..., Financial Services, Investments, Financial Advisory, Finance
Education
St. Norbert College 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Wintrust Wealth Management March 2004 - Present
Northern Trust Securities, Inc. February 1992 - March 2004
Dean Witter September 1989 - December 1992
Skills
Wealth Management, Wealth Accumulation..., Financial Services, Investments, Financial Advisory, Finance
Education
St. Norbert College 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Eddie Dahdah Eddie Dahdah's DEAN WITTER Experience April 1994 - October 1994
Job IT Director of PLM and Logistics Systems at The Childrens Place
Industry Information Technology and Services
Experience
The Children's Place October 1999 - Present
Tiffany Computer Systems October 1996 - October 1999
KPMG Peat Marwick October 1994 - October 1996
Dean Witter April 1994 - October 1994
UPS June 1993 - April 1994
AIG November 1989 - June 1993
Skills
Software Project..., Java, Web Development, Integration, Application Development, Application Architecture, Solution Architecture, J2EE, JavaBeans, Requirements Gathering, Requirements Analysis, WebSphere Application..., SQL, RAD, SDLC, EJB, DB2, Team Leadership, Data Integration, Relational Data Modeling, Object Oriented Design, Software Development, Process Improvement, Process Engineering, Business Analysis, Visio, Java Enterprise Edition, Project Management, Oracle, Databases, Testing, Management, Visual Basic, Architectures, Business Intelligence, Enterprise Architecture, Project Planning, IT Management, ERP, Leadership, IT Strategy
Education
Chubb Institute 1993 — 1994
Client Server Applications
St. Peter's College 1987 — 1991
Bachelor of Science, Information Technology
The Children's Place October 1999 - Present
Tiffany Computer Systems October 1996 - October 1999
KPMG Peat Marwick October 1994 - October 1996
Dean Witter April 1994 - October 1994
UPS June 1993 - April 1994
AIG November 1989 - June 1993
Skills
Software Project..., Java, Web Development, Integration, Application Development, Application Architecture, Solution Architecture, J2EE, JavaBeans, Requirements Gathering, Requirements Analysis, WebSphere Application..., SQL, RAD, SDLC, EJB, DB2, Team Leadership, Data Integration, Relational Data Modeling, Object Oriented Design, Software Development, Process Improvement, Process Engineering, Business Analysis, Visio, Java Enterprise Edition, Project Management, Oracle, Databases, Testing, Management, Visual Basic, Architectures, Business Intelligence, Enterprise Architecture, Project Planning, IT Management, ERP, Leadership, IT Strategy
Education
Chubb Institute 1993 — 1994
Client Server Applications
St. Peter's College 1987 — 1991
Bachelor of Science, Information Technology
Donna Levay Donna Levay's DEAN WITTER Experience March 1994 - May 1996
Job Secretary to the Principal at St. Mary's County Public Schools
Industry Education Management
Experience
St. Mary's County Public Schools December 2006 - Present
Main Street Financial February 2005 - June 2006
First National Bank September 2002 - February 2005
Merrill Lynch June 1996 - September 1997
Dean Witter March 1994 - May 1996
Skills
Communication Skills, Psychology, Time Management, Organizational..., Telephone Skills, Critical Thinking, Conflict Resolution, Leadership, Communication, Teamwork, Instructional Design, Special Education, Program Management, Leadership Development
Education
Salisbury State University 1981 — 1985
Bachelors, Psychology
Wilde Lake High School 1978 — 1981
St. Mary's County Public Schools December 2006 - Present
Main Street Financial February 2005 - June 2006
First National Bank September 2002 - February 2005
Merrill Lynch June 1996 - September 1997
Dean Witter March 1994 - May 1996
Skills
Communication Skills, Psychology, Time Management, Organizational..., Telephone Skills, Critical Thinking, Conflict Resolution, Leadership, Communication, Teamwork, Instructional Design, Special Education, Program Management, Leadership Development
Education
Salisbury State University 1981 — 1985
Bachelors, Psychology
Wilde Lake High School 1978 — 1981
Robert Mulé Robert Mulé's DEAN WITTER Experience 1986 - 1988
Job Practical approaches to living
Industry Management Consulting
Experience
1.Quality Senior Services of America LLC (also dba: RSM Financial) 2003 - Present
American Express 1996 - 2003
US Computer Group, Inc. – Farmingdale, NY 1995 - 1996
Integrated Technology Group, Inc. - Westbury, NY 1993 - 1995
Holtz Rubenstein & Co. CPA.’s - Melville, NY 1988 - 1993
Dean Witter 1986 - 1988
Skills
Business Intelligence, Strategy, Management Consulting, Strategic Planning, Start-ups, New Business Development, Business Development, Finance, Sales, Leadership, Key Account Management, Project Management, Professional Services, Entrepreneurship, Mergers & Acquisitions, Integration, Portfolio Management, Business Process..., Program Management, Consulting, Risk Management, Training, Small Business
Education
State University of New York College at Oswego
BS
Wantagh HS
1.Quality Senior Services of America LLC (also dba: RSM Financial) 2003 - Present
American Express 1996 - 2003
US Computer Group, Inc. – Farmingdale, NY 1995 - 1996
Integrated Technology Group, Inc. - Westbury, NY 1993 - 1995
Holtz Rubenstein & Co. CPA.’s - Melville, NY 1988 - 1993
Dean Witter 1986 - 1988
Skills
Business Intelligence, Strategy, Management Consulting, Strategic Planning, Start-ups, New Business Development, Business Development, Finance, Sales, Leadership, Key Account Management, Project Management, Professional Services, Entrepreneurship, Mergers & Acquisitions, Integration, Portfolio Management, Business Process..., Program Management, Consulting, Risk Management, Training, Small Business
Education
State University of New York College at Oswego
BS
Wantagh HS
Glenn Mahnken's DEAN WITTER Experience 1983 - 1984
Job Vice President & Chief Marketing Officer at Concordia Plan Services
Industry Marketing and Advertising
Experience
Concordia Plan Services November 2011 - Present
Lutheran Church Extension Fund April 1999 - November 2011
Barilla 1997 - 1999
The Pillsbury Company 1995 - 1997
PET Incorporated 1989 - 1995
ConAgra Foods 1988 - 1989
PET Incorporated 1984 - 1988
Dean Witter 1983 - 1984
Skills
Event Planning, Strategic Planning, Leadership, Public Speaking, Marketing Strategy, Social Media, Contract Negotiation, Non-profits, Public Relations, Team Building, Fundraising, Marketing, Social Media Marketing, Marketing Communications, Advertising, Leadership Development, Strategy, Nonprofits, Brand Management, Direct Marketing, Budgets, Marketing Management, Management, Market Research, Event Management, Strategic Communications, Marketing Research, Online Marketing, Lead Generation, Market Planning, Integrated Marketing, Product Marketing, New Business Development, Brand Development
Education
University of Arkansas 1982 — 1983
MBA, Marketing
University of Missouri-Columbia 1978 — 1982
BSBA
Concordia Plan Services November 2011 - Present
Lutheran Church Extension Fund April 1999 - November 2011
Barilla 1997 - 1999
The Pillsbury Company 1995 - 1997
PET Incorporated 1989 - 1995
ConAgra Foods 1988 - 1989
PET Incorporated 1984 - 1988
Dean Witter 1983 - 1984
Skills
Event Planning, Strategic Planning, Leadership, Public Speaking, Marketing Strategy, Social Media, Contract Negotiation, Non-profits, Public Relations, Team Building, Fundraising, Marketing, Social Media Marketing, Marketing Communications, Advertising, Leadership Development, Strategy, Nonprofits, Brand Management, Direct Marketing, Budgets, Marketing Management, Management, Market Research, Event Management, Strategic Communications, Marketing Research, Online Marketing, Lead Generation, Market Planning, Integrated Marketing, Product Marketing, New Business Development, Brand Development
Education
University of Arkansas 1982 — 1983
MBA, Marketing
University of Missouri-Columbia 1978 — 1982
BSBA
Richard Schurfeld Richard Schurfeld's DEAN WITTER Experience 1995 - 1997
Job President at Redsson
Industry Information Technology and Services
Experience
Redsson December 2001 - Present
Uncubed LLC 2011 - Present
NBC Sports 2010 - 2013
USA Rugby Men's National Team 2003 - 2006
BusinessVoice 1997 - 2001
Dean Witter 1995 - 1997
Skills
New Business Development, Marketing Strategy, Sales, Marketing, Strategic Partnerships, Strategic Planning, Account Management, Marketing Communications, Coaching, Customer Service, Management, B2B, Business Intelligence, Product Marketing, Business Development, Sales Management, Entrepreneurship, Selling, Microsoft Office, Negotiation, Team Building, Telecommunications, Public Relations, Online Advertising, Product Management, Leadership, Direct Sales, Competitive Analysis, Sales Operations, Social Media, Contract Negotiation, Business Strategy, Social Media Marketing, Lead Generation, Business Planning, Advertising, CRM, Sales Process, Strategy, Public Speaking, Start-ups, Event Planning
Education
United States Air Force Academy
Redsson December 2001 - Present
Uncubed LLC 2011 - Present
NBC Sports 2010 - 2013
USA Rugby Men's National Team 2003 - 2006
BusinessVoice 1997 - 2001
Dean Witter 1995 - 1997
Skills
New Business Development, Marketing Strategy, Sales, Marketing, Strategic Partnerships, Strategic Planning, Account Management, Marketing Communications, Coaching, Customer Service, Management, B2B, Business Intelligence, Product Marketing, Business Development, Sales Management, Entrepreneurship, Selling, Microsoft Office, Negotiation, Team Building, Telecommunications, Public Relations, Online Advertising, Product Management, Leadership, Direct Sales, Competitive Analysis, Sales Operations, Social Media, Contract Negotiation, Business Strategy, Social Media Marketing, Lead Generation, Business Planning, Advertising, CRM, Sales Process, Strategy, Public Speaking, Start-ups, Event Planning
Education
United States Air Force Academy
Jack Sharry Jack Sharry's DEAN WITTER Experience 1985 - 1992
Job Executive Vice President at LifeYield, LLC
Industry Financial Services
Experience
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
Mary Pierson Mary Pierson's DEAN WITTER Experience 1980 - 1987
Job Managing Partner at Meta Group
Industry Retail
Experience
Meta Group LLC January 2015 - Present
Viceroy Hotel Group August 2014 - December 2014
Viceroy Hotel Group September 2008 - August 2014
Tatum LLC February 2008 - September 2008
Pacific Crane Maintenance Company, LP 2008 - 2008
Meta Group LLC July 2000 - December 2007
Oaktree Capital Management June 1997 - December 1999
GE Capital April 1995 - December 1996
Pennsylvania Merchant Group 1987 - 1990
Dean Witter 1980 - 1987
Skills
Finance, Investments, Restructuring, Private Equity, Venture Capital, Mergers, Real Estate, Mergers & Acquisitions, Leadership
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Finance
Wellesley College 1971 — 1975
Bachelorâs Degree, Economics
Meta Group LLC January 2015 - Present
Viceroy Hotel Group August 2014 - December 2014
Viceroy Hotel Group September 2008 - August 2014
Tatum LLC February 2008 - September 2008
Pacific Crane Maintenance Company, LP 2008 - 2008
Meta Group LLC July 2000 - December 2007
Oaktree Capital Management June 1997 - December 1999
GE Capital April 1995 - December 1996
Pennsylvania Merchant Group 1987 - 1990
Dean Witter 1980 - 1987
Skills
Finance, Investments, Restructuring, Private Equity, Venture Capital, Mergers, Real Estate, Mergers & Acquisitions, Leadership
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Finance
Wellesley College 1971 — 1975
Bachelorâs Degree, Economics
Daryl R. Nitkowski, CFP® Daryl R. Nitkowski, CFP®'s DEAN WITTER Experience September 1980 - September 1990
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1990 - Present
Dean Witter September 1980 - September 1990
Education
State University of New York at Buffalo - School of Management 1972 — 1976
Bachelor of Science, Management
Wells Fargo Advisors, LLC September 1990 - Present
Dean Witter September 1980 - September 1990
Education
State University of New York at Buffalo - School of Management 1972 — 1976
Bachelor of Science, Management
Aileen (Linder) Minchello Aileen (Linder) Minchello's DEAN WITTER Experience 1982 - 1984
Job Branch Manager/BrokerSalesperson at STRIKER Realty
Industry Real Estate
Experience
STRIKER Realty September 2015 - Present
Keller Williams Realty August 2003 - September 2015
DLJ 1984 - 1986
Dean Witter 1982 - 1984
Skills
Sellers, Residential Homes, First Time Home Buyers, Investment Properties, Real Estate, Short Sales, Single Family Homes, Condos, Foreclosures, Relocation, Licensed Real Estate..., Investors, Listings, REO, Buyer Representation, Real Estate Transactions, Property, Negotiation, New Home Sales, Referrals, Selling, Resellers
Education
Teachers College of Columbia University 1980 — 1981
MS, Audiology
The George Washington University 1976 — 1980
BA, Speech Pathology and Audiology
Manalapan High School 1972 — 1976
STRIKER Realty September 2015 - Present
Keller Williams Realty August 2003 - September 2015
DLJ 1984 - 1986
Dean Witter 1982 - 1984
Skills
Sellers, Residential Homes, First Time Home Buyers, Investment Properties, Real Estate, Short Sales, Single Family Homes, Condos, Foreclosures, Relocation, Licensed Real Estate..., Investors, Listings, REO, Buyer Representation, Real Estate Transactions, Property, Negotiation, New Home Sales, Referrals, Selling, Resellers
Education
Teachers College of Columbia University 1980 — 1981
MS, Audiology
The George Washington University 1976 — 1980
BA, Speech Pathology and Audiology
Manalapan High School 1972 — 1976
Stephen Komon Stephen Komon's DEAN WITTER Experience August 1989 - June 1991
Job Portfolio Manager/Trader at Colorado PERA
Industry Investment Management
Experience
Colorado PERA January 2012 - Present
Westpeak Global Advisors August 2001 - December 2010
JP Morgan September 1998 - February 2000
UBS / Swiss Bank July 1993 - September 1998
Dean Witter August 1989 - June 1991
Skills
Equities, Investments, Portfolio Management, Derivatives, Asset Management, Trading, Risk Management, Options, FX, Investment Strategies, Currency, Capital Markets, Portfolios, Wealth Management, FX Options, Fixed Income, Trading Systems, Finance, Alternative Investments, Commodity, Bloomberg, Structured Finance, Mutual Funds, Financial Risk, Foreign Exchange, Hedging, Financial Markets, Hedge Funds, Corporate Finance, Financial Structuring, Equity Research, Asset Allocation, Investment Management, Proprietary Trading, Bonds, Global Macro, Structured Products, ETFs, Trading Strategies, Traders, Equity Derivatives, Volatility, Equity Trading, Swaps, Securities, Market Making, Electronic Trading, FX trading, Market Risk, Interest Rate...
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance/Accounting
University of Virginia 1985 — 1989
B.S., Commerce (Finance)
Colorado PERA January 2012 - Present
Westpeak Global Advisors August 2001 - December 2010
JP Morgan September 1998 - February 2000
UBS / Swiss Bank July 1993 - September 1998
Dean Witter August 1989 - June 1991
Skills
Equities, Investments, Portfolio Management, Derivatives, Asset Management, Trading, Risk Management, Options, FX, Investment Strategies, Currency, Capital Markets, Portfolios, Wealth Management, FX Options, Fixed Income, Trading Systems, Finance, Alternative Investments, Commodity, Bloomberg, Structured Finance, Mutual Funds, Financial Risk, Foreign Exchange, Hedging, Financial Markets, Hedge Funds, Corporate Finance, Financial Structuring, Equity Research, Asset Allocation, Investment Management, Proprietary Trading, Bonds, Global Macro, Structured Products, ETFs, Trading Strategies, Traders, Equity Derivatives, Volatility, Equity Trading, Swaps, Securities, Market Making, Electronic Trading, FX trading, Market Risk, Interest Rate...
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance/Accounting
University of Virginia 1985 — 1989
B.S., Commerce (Finance)
David Fearheller's DEAN WITTER Experience 1983 - 1987
Job Independent Investment Advisory and Business Consulting Services
Industry Accounting
Experience
Fearheller Advisors November 2007 - Present
Readylink Healthcare October 2006 - October 2007
Contempo Homes, Inc. November 2004 - August 2006
ITG Centers, Inc. 2003 - 2004
ClearPath, Inc. 2000 - 2003
Discovery Staffing, Inc. 1991 - 2000
RBC Dain Rauscher 1987 - 1991
Morgan Stanley 1983 - 1987
Dean Witter 1983 - 1987
Skills
OuickBooks Pro Advisor, Registered Investment..., Mergers, Financial Reporting, Tax, Auditing, Corporate Finance, Business Planning, Strategic Planning, Start-ups, Accounting, IPO, Financial Analysis, Budgeting, Due Diligence, Internal Controls, Financial Modeling, Forecasting, Financial Accounting, Financial Management, SEC reporting, Cost Accounting, Mergers & Acquisitions, Management Consulting, Finance, Management, Strategy, Leadership, Financial Planning, Business Development, Executive Management, Managerial Finance
Education
Southern Methodist University
BBA, Business and Accounting
University of Wisconsin-Madison
MBA, Finance, Accounting
Fearheller Advisors November 2007 - Present
Readylink Healthcare October 2006 - October 2007
Contempo Homes, Inc. November 2004 - August 2006
ITG Centers, Inc. 2003 - 2004
ClearPath, Inc. 2000 - 2003
Discovery Staffing, Inc. 1991 - 2000
RBC Dain Rauscher 1987 - 1991
Morgan Stanley 1983 - 1987
Dean Witter 1983 - 1987
Skills
OuickBooks Pro Advisor, Registered Investment..., Mergers, Financial Reporting, Tax, Auditing, Corporate Finance, Business Planning, Strategic Planning, Start-ups, Accounting, IPO, Financial Analysis, Budgeting, Due Diligence, Internal Controls, Financial Modeling, Forecasting, Financial Accounting, Financial Management, SEC reporting, Cost Accounting, Mergers & Acquisitions, Management Consulting, Finance, Management, Strategy, Leadership, Financial Planning, Business Development, Executive Management, Managerial Finance
Education
Southern Methodist University
BBA, Business and Accounting
University of Wisconsin-Madison
MBA, Finance, Accounting
Paul R. Martins, CFA Paul R. Martins, CFA's DEAN WITTER Experience 1986 - 1987
Job Portfolio Manager at Emigrant Bank
Industry Financial Services
Experience
Emigrant Bank 2009 - Present
Lazard Asset Management 2002 - 2009
Wachovia Bank 2001 - 2002
Offitbank (Wealth Management Division of Wachovia Bank) 1998 - 2002
Offitbank 1996 - 1998
Merrill Lynch 1993 - 1996
Merrill Lynch 1987 - 1993
Dean Witter 1986 - 1987
Skills
Credit Analysis, Accounting, Analysis, Asset Management, Auditing, Banking, Bloomberg, Bonds, Capital Markets, Consumer Products, Credit, Credit Risk, Finance, Financial Analysis, Financial Modeling, Fixed Income, High Yield
Education
Pace University - Lubin School of Business 1990 — 1994
MBA
Rutgers, The State University of New Jersey-Newark 1980 — 1985
Fort Lee High School
Emigrant Bank 2009 - Present
Lazard Asset Management 2002 - 2009
Wachovia Bank 2001 - 2002
Offitbank (Wealth Management Division of Wachovia Bank) 1998 - 2002
Offitbank 1996 - 1998
Merrill Lynch 1993 - 1996
Merrill Lynch 1987 - 1993
Dean Witter 1986 - 1987
Skills
Credit Analysis, Accounting, Analysis, Asset Management, Auditing, Banking, Bloomberg, Bonds, Capital Markets, Consumer Products, Credit, Credit Risk, Finance, Financial Analysis, Financial Modeling, Fixed Income, High Yield
Education
Pace University - Lubin School of Business 1990 — 1994
MBA
Rutgers, The State University of New Jersey-Newark 1980 — 1985
Fort Lee High School
Linda Zindle Linda Zindle's DEAN WITTER Experience December 1983 - April 1989
Job Medical Editor at Peloton Advantage
Industry Publishing
Experience
Peloton Advantage December 2014 - Present
Projects In Knowledge, Inc. March 2006 - November 2014
Self-employed 2003 - 2006
Probe Research LLC April 2000 - September 2003
Donaldson, Lufkin & Jenrette December 1998 - April 2000
KPMG November 1997 - December 1998
Donaldson, Lufkin & Jenrette May 1989 - 1997
Dean Witter December 1983 - April 1989
Sullivan & Cromwell LLP March 1980 - November 1983
Skills
Copy Editing, Proofreading, Editing, Newsletters, Publications, Advertising, Copywriting, Editorial, Press Releases, Fact-checking, Web Content, Market Research, Research, Content Management, Publishing, Newspapers, Adobe Acrobat, Document Review, Quality Control, Equity Research, Marketing Communications, Magazines, Content Strategy, Project Management
Education
St. Peter's College
Bachelor of Arts (BA), English Language and Literature/Letters
Peloton Advantage December 2014 - Present
Projects In Knowledge, Inc. March 2006 - November 2014
Self-employed 2003 - 2006
Probe Research LLC April 2000 - September 2003
Donaldson, Lufkin & Jenrette December 1998 - April 2000
KPMG November 1997 - December 1998
Donaldson, Lufkin & Jenrette May 1989 - 1997
Dean Witter December 1983 - April 1989
Sullivan & Cromwell LLP March 1980 - November 1983
Skills
Copy Editing, Proofreading, Editing, Newsletters, Publications, Advertising, Copywriting, Editorial, Press Releases, Fact-checking, Web Content, Market Research, Research, Content Management, Publishing, Newspapers, Adobe Acrobat, Document Review, Quality Control, Equity Research, Marketing Communications, Magazines, Content Strategy, Project Management
Education
St. Peter's College
Bachelor of Arts (BA), English Language and Literature/Letters
Spencer Wendt's DEAN WITTER Experience April 1991 - November 1993
Job Relationship Counselor
Industry Mental Health Care
Experience
Spencer Wendt, Counselor June 2014 - Present
Audiodelic Corp. March 2010 - November 2013
Zibadoo, Inc. November 2005 - December 2007
Blastspot Networks, Inc. September 2003 - September 2005
Signet Partners March 1994 - June 1998
Dean Witter April 1991 - November 1993
Keller Williams Realty January 1988 - August 1990
Skills
Start-ups, Business Planning, Mobile, New Business Development, Business Strategy, Marketing Strategy, Entrepreneurship, Strategic Planning, Mentoring, Mobile Devices, Product Management, Sales, CRM, Team Building, Product Development, Management, Business Development
Education
Texas A&M University 1975 — 1978
BS
Spencer Wendt, Counselor June 2014 - Present
Audiodelic Corp. March 2010 - November 2013
Zibadoo, Inc. November 2005 - December 2007
Blastspot Networks, Inc. September 2003 - September 2005
Signet Partners March 1994 - June 1998
Dean Witter April 1991 - November 1993
Keller Williams Realty January 1988 - August 1990
Skills
Start-ups, Business Planning, Mobile, New Business Development, Business Strategy, Marketing Strategy, Entrepreneurship, Strategic Planning, Mentoring, Mobile Devices, Product Management, Sales, CRM, Team Building, Product Development, Management, Business Development
Education
Texas A&M University 1975 — 1978
BS
Erik Carcamo's DEAN WITTER Experience 1996 - 1997
Job
Industry Financial Services
Experience
Wells Fargo 2008 - Present
Wells Fargo 2006 - 2008
Cole Valley Software 1999 - 2001
Wells Fargo 1997 - 1999
Dean Witter 1996 - 1997
Micro Systems Services 1991 - 1995
Skills
Product Management, Banking, Financial Services, Business Analysis, FDIC Large Bank Rule, Process Improvement, Business Strategy, Transaction Processing, Operational Risk, Customer disputes and..., Recovery and Resolution...
Education
University of Southern California - Marshall School of Business
MBA
San Francisco State University
BS
Wells Fargo 2008 - Present
Wells Fargo 2006 - 2008
Cole Valley Software 1999 - 2001
Wells Fargo 1997 - 1999
Dean Witter 1996 - 1997
Micro Systems Services 1991 - 1995
Skills
Product Management, Banking, Financial Services, Business Analysis, FDIC Large Bank Rule, Process Improvement, Business Strategy, Transaction Processing, Operational Risk, Customer disputes and..., Recovery and Resolution...
Education
University of Southern California - Marshall School of Business
MBA
San Francisco State University
BS
Bernie Mondschein's DEAN WITTER Experience October 1988 - September 1989
Job
Industry Computer Software
Experience
ICAP January 2004 - Present
EBS Dealing Resources January 2004 - January 2007
Medco January 2001 - December 2003
CyberShift, Inc. 1997 - 2000
Sandoz September 1990 - December 1996
Dean Witter October 1988 - September 1989
Xtend November 1986 - October 1988
Future Technologies Intl September 1983 - April 1984
Rapidata June 1980 - September 1983
Skills
Java, Swing, Eclipse, SQL, Core Java, GUI, Multithreading, Collections, Software Development, Software Engineering, Software Design, OOP, OOAD, Java Concurrency, Concurrent Programming, UML, Design Patterns, Oracle SQL, JDBC, HTML, JavaScript, Refactoring, JSP, Servlets, Oracle, Maven, Ant, Agile Methodologies, JUnit, Object Oriented Design, Oracle SQL Developer
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
B.S., Computer Science
ICAP January 2004 - Present
EBS Dealing Resources January 2004 - January 2007
Medco January 2001 - December 2003
CyberShift, Inc. 1997 - 2000
Sandoz September 1990 - December 1996
Dean Witter October 1988 - September 1989
Xtend November 1986 - October 1988
Future Technologies Intl September 1983 - April 1984
Rapidata June 1980 - September 1983
Skills
Java, Swing, Eclipse, SQL, Core Java, GUI, Multithreading, Collections, Software Development, Software Engineering, Software Design, OOP, OOAD, Java Concurrency, Concurrent Programming, UML, Design Patterns, Oracle SQL, JDBC, HTML, JavaScript, Refactoring, JSP, Servlets, Oracle, Maven, Ant, Agile Methodologies, JUnit, Object Oriented Design, Oracle SQL Developer
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
B.S., Computer Science
Jeff Bierbower's DEAN WITTER Experience February 1992 - July 1994
Job Managing Director at Patina
Industry Human Resources
Experience
Patina January 2015 - Present
CBIZ October 2013 - December 2014
Buck Consultants, a Xerox Company January 2012 - October 2013
Aon Hewitt Consulting December 2007 - January 2012
Sequent August 2004 - October 2007
Watson Wyatt Worldwide June 1998 - August 2004
The Gammill Group April 1995 - June 1998
Dean Witter February 1992 - July 1994
Transamerica March 1986 - February 1992
Skills
Strategy, Leadership Development, Employee Benefits, Talent Management, Sales Process, Recruiting, Leadership, Change Management, Executive Coaching, Employee Engagement, Management, Organizational Design, Organizational..., Performance Management, Talent Acquisition
Education
The Ohio State University
B.S., Production/Operations Management
Patina January 2015 - Present
CBIZ October 2013 - December 2014
Buck Consultants, a Xerox Company January 2012 - October 2013
Aon Hewitt Consulting December 2007 - January 2012
Sequent August 2004 - October 2007
Watson Wyatt Worldwide June 1998 - August 2004
The Gammill Group April 1995 - June 1998
Dean Witter February 1992 - July 1994
Transamerica March 1986 - February 1992
Skills
Strategy, Leadership Development, Employee Benefits, Talent Management, Sales Process, Recruiting, Leadership, Change Management, Executive Coaching, Employee Engagement, Management, Organizational Design, Organizational..., Performance Management, Talent Acquisition
Education
The Ohio State University
B.S., Production/Operations Management
Jerry Boening's DEAN WITTER Experience 1989 - 1992
Job VP Wealth Management Smithbarney
Industry Financial Services
Experience
Morgan Stanley Smith Barney, LLC November 1998 - Present
Boening Brothers October 1992 - June 1998
Oak Beverages 1992 - 1994
Dean Witter 1989 - 1992
Education
Siena College 1985 — 1989
BA in Finance, Business
Morgan Stanley Smith Barney, LLC November 1998 - Present
Boening Brothers October 1992 - June 1998
Oak Beverages 1992 - 1994
Dean Witter 1989 - 1992
Education
Siena College 1985 — 1989
BA in Finance, Business
Brian Rolfe's DEAN WITTER Experience August 1993 - September 1994
Job First Vice President Investments at Wells Fargo Advisors. LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2011 - Present
The Rolfe Group June 2001 - August 2011
Tampa Orlando Pinellas 2000 - 2010
mySimon, Inc. of CNET Networks June 1997 - January 2001
Niehaus Ryan Wong Public Relations November 1996 - June 1997
Edelman 1994 - 1996
Dean Witter August 1993 - September 1994
Skills
Investments, Retirement, Finance, Mergers & Acquisitions, Certified Financial..., Risk Management, Retirement Planning, Wealth, Business Strategy, Financial Advisory, Mutual Funds, Asset Allocation, Financial Planning, Small Business, Program Management, Goal-oriented..., Estate Planning..., Series 7, Investment Management
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Continuing Education, Investment Management Consultants Association
Pennsylvania State University 1989 — 1993
Bachelor of Arts, Speech Communication
Countryside HS
Countryside HS
Wells Fargo Advisors, LLC August 2011 - Present
The Rolfe Group June 2001 - August 2011
Tampa Orlando Pinellas 2000 - 2010
mySimon, Inc. of CNET Networks June 1997 - January 2001
Niehaus Ryan Wong Public Relations November 1996 - June 1997
Edelman 1994 - 1996
Dean Witter August 1993 - September 1994
Skills
Investments, Retirement, Finance, Mergers & Acquisitions, Certified Financial..., Risk Management, Retirement Planning, Wealth, Business Strategy, Financial Advisory, Mutual Funds, Asset Allocation, Financial Planning, Small Business, Program Management, Goal-oriented..., Estate Planning..., Series 7, Investment Management
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Continuing Education, Investment Management Consultants Association
Pennsylvania State University 1989 — 1993
Bachelor of Arts, Speech Communication
Countryside HS
Countryside HS
Greg Indelicato's DEAN WITTER Experience September 1994 - September 1996
Job Director of Information Technology at Kleinberg, Kaplan, Wolff & Cohen, P.C.
Industry Law Practice
Experience
Kleinberg, Kaplan, Wolff & Cohen, P.C. November 2014 - Present
Frommer Lawrence and Haug LLP August 1999 - November 2014
Information Builders 1996 - 1999
Dean Witter September 1994 - September 1996
Debevoise & Plimpton 1990 - 1994
Skills
Process Improvement, Servers, Security, Network Security, Project Management, Networking
Education
Stevens Institute of Technology 2006 — 2009
MS, Master of Science - Project Management
Pace University - Lubin School of Business 1982 — 1986
BBA - Bachelor of Business Administration, Management Information Systems, General
Kleinberg, Kaplan, Wolff & Cohen, P.C. November 2014 - Present
Frommer Lawrence and Haug LLP August 1999 - November 2014
Information Builders 1996 - 1999
Dean Witter September 1994 - September 1996
Debevoise & Plimpton 1990 - 1994
Skills
Process Improvement, Servers, Security, Network Security, Project Management, Networking
Education
Stevens Institute of Technology 2006 — 2009
MS, Master of Science - Project Management
Pace University - Lubin School of Business 1982 — 1986
BBA - Bachelor of Business Administration, Management Information Systems, General
Jim McCollister's DEAN WITTER Experience 1975 - 1979
Job Experienced Financial Services
Industry Financial Services
Experience
Softek Computer Services Inc August 2011 - Present
E.K. Riley Investments 1991 - 2001
Ragen MacKenzie Incorporated 1991 - 2001
Quotron Systems 1985 - 1991
Reuters 1984 - 1985
Bunker Ramo 1981 - 1984
A.M. Jacquard 1979 - 1981
Dean Witter 1975 - 1979
Skills
Options, Prime Brokerage, Hedge Funds, Electronic Trading, Fixed Income, Capital Markets, Margin, Trading Systems, Derivatives, Project Management, Series 7, Alternative Investments, Securities, Investment Advisory, Asset Allocation, Equities, Financial Markets, Market Data, Investment Management, Wealth Management, Mutual Funds, ETFs, Financial Advisory, Bonds, Equity Trading, Investment Strategies, Wealth Management..., FX Options, Series 65, Bloomberg, Asset Management
Education
Stanford University 1968 — 1972
BA, History, Philosophy, Political Science
Softek Computer Services Inc August 2011 - Present
E.K. Riley Investments 1991 - 2001
Ragen MacKenzie Incorporated 1991 - 2001
Quotron Systems 1985 - 1991
Reuters 1984 - 1985
Bunker Ramo 1981 - 1984
A.M. Jacquard 1979 - 1981
Dean Witter 1975 - 1979
Skills
Options, Prime Brokerage, Hedge Funds, Electronic Trading, Fixed Income, Capital Markets, Margin, Trading Systems, Derivatives, Project Management, Series 7, Alternative Investments, Securities, Investment Advisory, Asset Allocation, Equities, Financial Markets, Market Data, Investment Management, Wealth Management, Mutual Funds, ETFs, Financial Advisory, Bonds, Equity Trading, Investment Strategies, Wealth Management..., FX Options, Series 65, Bloomberg, Asset Management
Education
Stanford University 1968 — 1972
BA, History, Philosophy, Political Science
jody bol's DEAN WITTER Experience 1982 - 1984
Job VisionShift Nature facilitated WakingUp: group synergy and efficacy, and individual fulfillment and wellbeing
Industry Renewables & Environment
Experience
VisionShift 2010 - Present
TC Consulting 1987 - Present
Novations February 1985 - 2009
MOHR Learning 1984 - 2009
ISFA Invest 1984 - 1986
MOHR February 1979 - 1985
Dean Witter 1982 - 1984
Skills
Leadership, Public Speaking, Strategic Planning, Training, Coaching, Executive Coaching, Entrepreneurship, Talent Management, Organizational..., Personal Development, Leadership Development, Team Building, Consulting, Workshop Facilitation, Management Consulting, Executive Development, Performance Management, Editing, Management, Nonprofits, Program Management, Teaching, Social Media, Strategy, Research, Event Planning, Community Outreach, Fundraising, Change Management
Education
St Johns College
Stanford University
VisionShift 2010 - Present
TC Consulting 1987 - Present
Novations February 1985 - 2009
MOHR Learning 1984 - 2009
ISFA Invest 1984 - 1986
MOHR February 1979 - 1985
Dean Witter 1982 - 1984
Skills
Leadership, Public Speaking, Strategic Planning, Training, Coaching, Executive Coaching, Entrepreneurship, Talent Management, Organizational..., Personal Development, Leadership Development, Team Building, Consulting, Workshop Facilitation, Management Consulting, Executive Development, Performance Management, Editing, Management, Nonprofits, Program Management, Teaching, Social Media, Strategy, Research, Event Planning, Community Outreach, Fundraising, Change Management
Education
St Johns College
Stanford University
Shlomo Cutler's DEAN WITTER Experience 1996 - 1997
Job IT Director at Ezra Medical
Industry Information Technology and Services
Experience
Ezra Medical Center March 2014 - Present
Orthodox Union June 1998 - February 2014
Touro College November 1996 - June 1998
Dean Witter 1996 - 1997
Skills
VMware, Active Directory, SAN, Microsoft SQL Server, Databases, Computer Hardware, Data Center, SharePoint, Virtualization, Windows Server, Windows XP, Networking, Troubleshooting, Windows 7, Microsoft Office
Education
Touro College 1996 — 1998
BS, Management/Information Systems
torah vodaath 1990 — 1996
Ezra Medical Center March 2014 - Present
Orthodox Union June 1998 - February 2014
Touro College November 1996 - June 1998
Dean Witter 1996 - 1997
Skills
VMware, Active Directory, SAN, Microsoft SQL Server, Databases, Computer Hardware, Data Center, SharePoint, Virtualization, Windows Server, Windows XP, Networking, Troubleshooting, Windows 7, Microsoft Office
Education
Touro College 1996 — 1998
BS, Management/Information Systems
torah vodaath 1990 — 1996
David Rossiter's DEAN WITTER Experience January 1994 - December 1998
Job Pilot B777 at Qatar Airways
Industry Airlines/Aviation
Experience
Qatar Airways January 2012 - Present
Republic Airways Holdings, Inc. January 2011 - June 2012
Blue Sky Charter April 2007 - October 2011
Kalitta Air March 2008 - April 2008
AirTran Airways 1998 - 2007
Dean Witter January 1994 - December 1998
United States Air Force 1988 - 1997
Education
University of Central Florida - College of Business Administration 1985 — 1988
BSBA, marketing
Stetson University 1983 — 1985
BS, marketing
Oviedo High School 1977 — 1981
Qatar Airways January 2012 - Present
Republic Airways Holdings, Inc. January 2011 - June 2012
Blue Sky Charter April 2007 - October 2011
Kalitta Air March 2008 - April 2008
AirTran Airways 1998 - 2007
Dean Witter January 1994 - December 1998
United States Air Force 1988 - 1997
Education
University of Central Florida - College of Business Administration 1985 — 1988
BSBA, marketing
Stetson University 1983 — 1985
BS, marketing
Oviedo High School 1977 — 1981
Joshua T. Salvage's DEAN WITTER Experience 1997 - 1999
Job Mechanical Engineer at Piper Environmental Group, Inc.
Industry Legal Services
Experience
Piper Environmental Group, Inc. November 2009 - Present
Skasol Inc. October 2008 - August 2011
JP Research Inc. March 2006 - June 2008
Neurosky Inc. October 2006 - May 2007
Dean Witter 1997 - 1999
Skills
Engineering, Statistics, Research, Problem Solving, Automotive, instructing, Troubleshooting
Education
San Jose State University 2000 — 2007
BS, Mechanical Engineering
Piper Environmental Group, Inc. November 2009 - Present
Skasol Inc. October 2008 - August 2011
JP Research Inc. March 2006 - June 2008
Neurosky Inc. October 2006 - May 2007
Dean Witter 1997 - 1999
Skills
Engineering, Statistics, Research, Problem Solving, Automotive, instructing, Troubleshooting
Education
San Jose State University 2000 — 2007
BS, Mechanical Engineering
Barbara Cranner's DEAN WITTER Experience August 1983 - June 1985
Job Owner, Dr. Holmquist Healthcare
Industry Cosmetics
Experience
Dr. Holmquist Healthcare Investment AdvisorMorgan StanleyJuly 2005 - December 2007
Smith Barney October 2002 - July 2005
Bank One September 1997 - September 2002
Hibernia National Bank March 1995 - September 1997
Southcoast Capital April 1992 - January 1993
Howard Weil July 1985 - January 1992
Dean Witter August 1983 - June 1985
EF Hutton November 1982 - August 1983
Education
Tulane University 1977 — 1980
Dr. Holmquist Healthcare Investment AdvisorMorgan StanleyJuly 2005 - December 2007
Smith Barney October 2002 - July 2005
Bank One September 1997 - September 2002
Hibernia National Bank March 1995 - September 1997
Southcoast Capital April 1992 - January 1993
Howard Weil July 1985 - January 1992
Dean Witter August 1983 - June 1985
EF Hutton November 1982 - August 1983
Education
Tulane University 1977 — 1980
Elias Rodriguez, CFA's DEAN WITTER Experience May 1986 - June 1987
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Citi Markets and Banking August 1999 - June 2009
Bear Stearns & Co. September 1995 - August 1999
Bear Stearns June 1987 - September 1995
Dean Witter May 1986 - June 1987
Skills
Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Equities, Options, Securities, Series 7, Derivatives, Series 63, Financial Risk, Credit Risk, Latin America, Structured Products, Bloomberg, Portfolio Management, Equity Options, Finance, Futures, FX Forwards, Series 3, FX Options, Bonds, Mutual Funds, Risk Management, Credit
Education
Pace University - Lubin School of Business 1988 — 1992
Masters in Business Administration, Master in Finance/Investments
Pace University - Lubin School of Business 1982 — 1986
Bachellors in Business Administration, Finance
Morgan Stanley June 2009 - Present
Citi Markets and Banking August 1999 - June 2009
Bear Stearns & Co. September 1995 - August 1999
Bear Stearns June 1987 - September 1995
Dean Witter May 1986 - June 1987
Skills
Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Equities, Options, Securities, Series 7, Derivatives, Series 63, Financial Risk, Credit Risk, Latin America, Structured Products, Bloomberg, Portfolio Management, Equity Options, Finance, Futures, FX Forwards, Series 3, FX Options, Bonds, Mutual Funds, Risk Management, Credit
Education
Pace University - Lubin School of Business 1988 — 1992
Masters in Business Administration, Master in Finance/Investments
Pace University - Lubin School of Business 1982 — 1986
Bachellors in Business Administration, Finance
Ward Petty's DEAN WITTER Experience August 1984 - January 1987
Job Managing Director Investments Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co. August 2011 - Present
Wells Fargo Advisors, LLC 2008 - July 2011
A.G. Edwards & Sons, Inc. February 1991 - March 2008
Prudential Bache Securities January 1987 - January 1991
Dean Witter August 1984 - January 1987
Skills
Investments, Series 7, Retirement Planning, Wealth Management..., Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Asset Management, Leadership, Financial Planners, Customer Service, Insurance, Strategic Planning, Public Speaking, Series 63, Mergers & Acquisitions
Education
The University of Tennessee at Chattanooga 1980 — 1984
BS, Accounting
McCallie School 1974 — 1980
Benjamin F. Edwards & Co. August 2011 - Present
Wells Fargo Advisors, LLC 2008 - July 2011
A.G. Edwards & Sons, Inc. February 1991 - March 2008
Prudential Bache Securities January 1987 - January 1991
Dean Witter August 1984 - January 1987
Skills
Investments, Series 7, Retirement Planning, Wealth Management..., Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Asset Management, Leadership, Financial Planners, Customer Service, Insurance, Strategic Planning, Public Speaking, Series 63, Mergers & Acquisitions
Education
The University of Tennessee at Chattanooga 1980 — 1984
BS, Accounting
McCallie School 1974 — 1980
Bart Mosley's DEAN WITTER Experience 1992 - 1994
Job Software Engineer and Entrepreneur
Industry Computer Software
Experience
Thirstie July 2013 - Present
Trident Municipal Research LLC September 2011 - March 2015
Alprion Capital Management LP October 2009 - March 2014
UBS Investment Bank April 2004 - June 2008
Citigroup 1994 - 2004
Dean Witter 1992 - 1994
Lehman Brothers 1985 - 1992
JJ Kenny 1987 - 1989
Skills
Software Development, API Development, Web Development, Web Applications, Database Design, Mobile Applications, Fixed Income, Bonds, Trading, Hedge Funds, Investments, Investment Banking, Financial Risk, Capital Markets, Financial Modeling, Municipalities, Valuation, Portfolio Management, Trading Systems, Alternative Investments
Education
The University of Texas at Dallas 1983 — 1984
Bachelor of Science, Physics
Thirstie July 2013 - Present
Trident Municipal Research LLC September 2011 - March 2015
Alprion Capital Management LP October 2009 - March 2014
UBS Investment Bank April 2004 - June 2008
Citigroup 1994 - 2004
Dean Witter 1992 - 1994
Lehman Brothers 1985 - 1992
JJ Kenny 1987 - 1989
Skills
Software Development, API Development, Web Development, Web Applications, Database Design, Mobile Applications, Fixed Income, Bonds, Trading, Hedge Funds, Investments, Investment Banking, Financial Risk, Capital Markets, Financial Modeling, Municipalities, Valuation, Portfolio Management, Trading Systems, Alternative Investments
Education
The University of Texas at Dallas 1983 — 1984
Bachelor of Science, Physics
LJ WILLIAMS's DEAN WITTER Experience 1992 - 1993
Job Compliance Manager at Financial Services Company
Industry Financial Services
Experience
Financial Services Company 2003 - Present
CSFBdirect 1997 - 2001
Pershing 1993 - 1997
Dean Witter 1992 - 1993
Skills
Series 24, FINRA, Securities, Mutual Funds, Financial Services, Series 7, AML
Education
Rutgers University-New Brunswick
Financial Services Company 2003 - Present
CSFBdirect 1997 - 2001
Pershing 1993 - 1997
Dean Witter 1992 - 1993
Skills
Series 24, FINRA, Securities, Mutual Funds, Financial Services, Series 7, AML
Education
Rutgers University-New Brunswick
Jake Flaherty's DEAN WITTER Experience 1986 - 1989
Job Northeast Region Manager Critical Care at B. Braun Medical Inc
Industry Medical Devices
Experience
B. Braun Medical Inc 1994 - Present
PMT Corporation January 1991 - April 1994
Dean Witter 1986 - 1989
Skills
Account Management, Sales Management, Cardiology, Medical Devices, Capital Equipment, New Business Development, Disposables, Surgical Instruments, Strategic Planning, Operating Room, Interventional..., Selling, Sales, Contract Negotiation, Cross-functional Team..., Market Development, Healthcare, Pharmaceutical Sales, Key Account Management, Hospitals, Surgeons, Urology, Product Launch
Education
Paramus High School
Paramus High School
Paramus High School
Paramus High School
Saint Bonaventure University
B.A.
B. Braun Medical Inc 1994 - Present
PMT Corporation January 1991 - April 1994
Dean Witter 1986 - 1989
Skills
Account Management, Sales Management, Cardiology, Medical Devices, Capital Equipment, New Business Development, Disposables, Surgical Instruments, Strategic Planning, Operating Room, Interventional..., Selling, Sales, Contract Negotiation, Cross-functional Team..., Market Development, Healthcare, Pharmaceutical Sales, Key Account Management, Hospitals, Surgeons, Urology, Product Launch
Education
Paramus High School
Paramus High School
Paramus High School
Paramus High School
Saint Bonaventure University
B.A.
Elizabeth Reed's DEAN WITTER Experience 1984 - 1986
Job Commodity Risk Management, Natural Gas Trading at Seeking New Opportunity
Industry Financial Services
Experience
Consultant February 2012 - Present
Bunge 2008 - 2012
Hudson Capital Group, LLC 2006 - 2007
TradeCapture 2005 - 2006
Phibro LLC 1986 - 1997
Dean Witter 1984 - 1986
Skills
Derivatives, Energy, Commodities, Trading, Options, Energy Trading, Risk Management, Structured Products, Forecasting, Business Strategy, Oil, Excel, Commodity, Hedging, Commodity Risk..., Natural Gas, Negotiation, Supplier Negotiation, Commodity Markets, Petroleum, Trading Strategies, Investments, Financial Risk, Financial Modeling, Proprietary Trading, Swaps, FX Options, Microsoft Excel, Trading Systems, Bloomberg, Hedge Funds, Financial Markets, Technical Analysis, Portfolio Management, Market Risk, Valuation, Electronic Trading
Education
Providence College 1979 — 1983
BA, Mathematics cum laude
Horace Greeley HS
Consultant February 2012 - Present
Bunge 2008 - 2012
Hudson Capital Group, LLC 2006 - 2007
TradeCapture 2005 - 2006
Phibro LLC 1986 - 1997
Dean Witter 1984 - 1986
Skills
Derivatives, Energy, Commodities, Trading, Options, Energy Trading, Risk Management, Structured Products, Forecasting, Business Strategy, Oil, Excel, Commodity, Hedging, Commodity Risk..., Natural Gas, Negotiation, Supplier Negotiation, Commodity Markets, Petroleum, Trading Strategies, Investments, Financial Risk, Financial Modeling, Proprietary Trading, Swaps, FX Options, Microsoft Excel, Trading Systems, Bloomberg, Hedge Funds, Financial Markets, Technical Analysis, Portfolio Management, Market Risk, Valuation, Electronic Trading
Education
Providence College 1979 — 1983
BA, Mathematics cum laude
Horace Greeley HS
Grant Jones's DEAN WITTER Experience 1992 - 1995
Job Experienced Treasury, Corporate Finance & Banking Executive
Industry Financial Services
Experience
Aetna May 2008 - July 2013
Merrill Lynch July 1998 - January 2008
Duff & Phelps Credit Rating Co. July 1996 - July 1998
Standard & Poor's June 1995 - July 1996
Dean Witter 1992 - 1995
Skills
Corporate Finance, Finance, Capital Markets, Banking, Valuation, Strategy, Equities, Structured Finance, Financial Modeling, Investments, Start-ups, Cash Flow, Loans, Auditing, Securities
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and Accounting
University of Virginia 1985 — 1989
B.S., Commerce
Aetna May 2008 - July 2013
Merrill Lynch July 1998 - January 2008
Duff & Phelps Credit Rating Co. July 1996 - July 1998
Standard & Poor's June 1995 - July 1996
Dean Witter 1992 - 1995
Skills
Corporate Finance, Finance, Capital Markets, Banking, Valuation, Strategy, Equities, Structured Finance, Financial Modeling, Investments, Start-ups, Cash Flow, Loans, Auditing, Securities
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and Accounting
University of Virginia 1985 — 1989
B.S., Commerce
Arlen Witt's DEAN WITTER Experience 1996 - 1997
Job Vice President of Operations & Controller at PacificHealth Labs Inc.
Industry Accounting
Experience
PacificHealth Labs Inc. August 2000 - Present
New Concepts Management 1997 - 2000
Dean Witter 1996 - 1997
First Fidelity Bank 1993 - 1996
Thomas Cook North America 1991 - 1993
Stephen P. Radics & Co 1988 - 1990
Skills
Financial Analysis, Payroll, Financial Reporting, Accounting, Forecasting, Tax, Budgets, Coaching, Strategic Planning, Process Improvement, Management, Leadership, Business Planning, Mergers & Acquisitions, Team Building, Executive Management, Small Business, Finance, Management Consulting, Operations Management, Internal Audit, Internal Controls, Auditing, General Ledger, Accounts Payable, Financial Statements, Accounts Receivable
Education
Ramapo College of New Jersey
PacificHealth Labs Inc. August 2000 - Present
New Concepts Management 1997 - 2000
Dean Witter 1996 - 1997
First Fidelity Bank 1993 - 1996
Thomas Cook North America 1991 - 1993
Stephen P. Radics & Co 1988 - 1990
Skills
Financial Analysis, Payroll, Financial Reporting, Accounting, Forecasting, Tax, Budgets, Coaching, Strategic Planning, Process Improvement, Management, Leadership, Business Planning, Mergers & Acquisitions, Team Building, Executive Management, Small Business, Finance, Management Consulting, Operations Management, Internal Audit, Internal Controls, Auditing, General Ledger, Accounts Payable, Financial Statements, Accounts Receivable
Education
Ramapo College of New Jersey
Glenn Gardiner's DEAN WITTER Experience 1995 - 1997
Job Program Manager at Cuso Financial Services
Industry Financial Services
Experience
Cuso Financial Services August 2006 - Present
Citizens Bank 2004 - 2006
Mellon Financial 1998 - 2004
Household Finance 1997 - 1998
Dean Witter 1995 - 1997
Snyder's of Hanover 1992 - 1995
Skills
Insurance, Financial Services, Retirement Planning, Investments, Financial Advisory, Retirement, Investment Program..., Estate Planning, Fixed Annuities, Indexed Annuities
Education
Susquehanna University 1988 — 1992
Chichester High School 1986 — 1988
Cuso Financial Services August 2006 - Present
Citizens Bank 2004 - 2006
Mellon Financial 1998 - 2004
Household Finance 1997 - 1998
Dean Witter 1995 - 1997
Snyder's of Hanover 1992 - 1995
Skills
Insurance, Financial Services, Retirement Planning, Investments, Financial Advisory, Retirement, Investment Program..., Estate Planning, Fixed Annuities, Indexed Annuities
Education
Susquehanna University 1988 — 1992
Chichester High School 1986 — 1988
Carmela Greco's DEAN WITTER Experience May 1991 - October 1995
Job Sales at Fred Alger Management
Industry Financial Services
Experience
n/a - currently unemployed May 2009 - Present
National Accounts August 2008 - January 2009
Fred Alger Management January 1996 - January 2009
Fred Alger Management, Inc. January 2007 - July 2008
West Coast June 2006 - December 2006
Fred Alger Management December 1998 - December 2001
Neuberger Berman October 1995 - December 1995
Dean Witter May 1991 - October 1995
Dean Witter October 1994 - January 1995
Education
Rutgers University-New Brunswick 1987 — 1991
n/a - currently unemployed May 2009 - Present
National Accounts August 2008 - January 2009
Fred Alger Management January 1996 - January 2009
Fred Alger Management, Inc. January 2007 - July 2008
West Coast June 2006 - December 2006
Fred Alger Management December 1998 - December 2001
Neuberger Berman October 1995 - December 1995
Dean Witter May 1991 - October 1995
Dean Witter October 1994 - January 1995
Education
Rutgers University-New Brunswick 1987 — 1991
Justin Schiess's DEAN WITTER Experience 1990 - 1999
Job Investment Management Professional
Industry Supermarkets
Experience
PathStone Corporation October 2008 - Present
Dean Witter 1990 - 1999
Warburg Pincus 1980 - 1989
Roslyn Road Shell 1977 - 1980
Education
Queens College 1986 — 1988
Master's Degree, Education
Wilkes University 1976 — 1980
Bachelor's Degree, Business/Economics
PathStone Corporation October 2008 - Present
Dean Witter 1990 - 1999
Warburg Pincus 1980 - 1989
Roslyn Road Shell 1977 - 1980
Education
Queens College 1986 — 1988
Master's Degree, Education
Wilkes University 1976 — 1980
Bachelor's Degree, Business/Economics
Celeste Gandolfo's DEAN WITTER Experience April 1993 - October 1994
Job AVP, BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2013 - Present
Jefferies and Company June 2011 - August 2013
Jefferies & Company June 2005 - June 2011
Pershing LLC June 2000 - June 2005
Cambridge Partners LP October 1994 - March 2000
Dean Witter April 1993 - October 1994
US Aviation Underwriters September 1992 - April 1993
Skills
Hedge Funds, Series 7, Series 63, Equity Trading, Middle Office, Settlement, Trading, Back Office, Electronic Trading, Risk Management, Fixed Income, Equities, Bloomberg, Prime Brokerage, Trading Systems, Derivatives, Capital Markets, FX Options, Options, Securities, Investment Banking
Education
Rutgers University-New Brunswick 1988 — 1992
Bachelors, Economics, Finance
BNP Paribas October 2013 - Present
Jefferies and Company June 2011 - August 2013
Jefferies & Company June 2005 - June 2011
Pershing LLC June 2000 - June 2005
Cambridge Partners LP October 1994 - March 2000
Dean Witter April 1993 - October 1994
US Aviation Underwriters September 1992 - April 1993
Skills
Hedge Funds, Series 7, Series 63, Equity Trading, Middle Office, Settlement, Trading, Back Office, Electronic Trading, Risk Management, Fixed Income, Equities, Bloomberg, Prime Brokerage, Trading Systems, Derivatives, Capital Markets, FX Options, Options, Securities, Investment Banking
Education
Rutgers University-New Brunswick 1988 — 1992
Bachelors, Economics, Finance
Malcolm Glover's DEAN WITTER Experience 1988 - 1994
Job Wealth Advisor / Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 1994 - Present
Dean Witter 1988 - 1994
Glover Capital Corp. 1985 - 1986
Cybergen Systems 1984 - 1986
EF Hutton & Company 1979 - 1984
Auto Scrubber Car Wash 1972 - 1978
Skills
Wealth Management, Wealth, Series 7, Investment Advisory, Asset Allocation, Retirement Planning
Education
University of California, Santa Barbara 1974 — 1976
BS, Economics & Pre-Law
Webb School of California 1968 — 1972
High School
Ojai Valley School 1965 — 1968
UBS Financial Services Inc. 1994 - Present
Dean Witter 1988 - 1994
Glover Capital Corp. 1985 - 1986
Cybergen Systems 1984 - 1986
EF Hutton & Company 1979 - 1984
Auto Scrubber Car Wash 1972 - 1978
Skills
Wealth Management, Wealth, Series 7, Investment Advisory, Asset Allocation, Retirement Planning
Education
University of California, Santa Barbara 1974 — 1976
BS, Economics & Pre-Law
Webb School of California 1968 — 1972
High School
Ojai Valley School 1965 — 1968
Carol Benningfield's DEAN WITTER Experience 1983 - 1990
Job owner at Carol Ann Benningfield, Attorney at Law
Industry Law Practice
Experience
Carol Ann Benningfield, Attorney at Law January 2009 - Present
Carol Ann Benningfield, Attorney at Law 1990 - 2009
Dean Witter 1983 - 1990
Wiley and Garwood 1981 - 1983
Texas Chemical Council February 1980 - December 1980
State of Texas, Department of Labor and Standards July 1979 - February 1980
Skills
Family Law, Civil Litigation, Mediator, Risk Analysiis, Probate, Wills, Personal Injury, Criminal Defense, Governmental Affairs, Securities..., Hearings, Class Actions, Trial Practice
Education
The University of Texas School of Law 1975 — 1979
J.D., law
Texas State University 1972 — 1975
B.A. w/Honors, Political Science, English
The University of Texas at Austin 1971 — 1972
JD, School ofLaw
Carol Ann Benningfield, Attorney at Law January 2009 - Present
Carol Ann Benningfield, Attorney at Law 1990 - 2009
Dean Witter 1983 - 1990
Wiley and Garwood 1981 - 1983
Texas Chemical Council February 1980 - December 1980
State of Texas, Department of Labor and Standards July 1979 - February 1980
Skills
Family Law, Civil Litigation, Mediator, Risk Analysiis, Probate, Wills, Personal Injury, Criminal Defense, Governmental Affairs, Securities..., Hearings, Class Actions, Trial Practice
Education
The University of Texas School of Law 1975 — 1979
J.D., law
Texas State University 1972 — 1975
B.A. w/Honors, Political Science, English
The University of Texas at Austin 1971 — 1972
JD, School ofLaw
Diane (Campo) Hendrix's DEAN WITTER Experience January 1982 - 1984
Job Color Specialist & Design Coach
Industry Design
Experience
Grays Paint January 2012 - Present
Image Speaks ~Style reflecting Essence~ January 2005 - Present
CAbi Clothing 2005 - 2013
White Oak, Central School & Community Theater 1990 - 2004
Vitalink Communications 1984 - 1989
Dean Witter January 1982 - 1984
Skills
Interior Design, Concept Development, Concept Design, Fashion, Interior Architecture, Marketing, Textiles, Sales, Brand Development, Styling, Photoshop, Furnishings, Furniture, Space planning, Sketching, Retail Design, Apparel, Rendering
Education
Circle of Stones
Reiki Mastery
University of California, Los Angeles 1979 — 1981
BA, Economics
Hillsdale High School
Image Excellence
Color Certification, Design and color analysis
Canada College, Ca
Interior Design
University of California, Los Angeles
Economics, Business, coursework in Design
Grays Paint January 2012 - Present
Image Speaks ~Style reflecting Essence~ January 2005 - Present
CAbi Clothing 2005 - 2013
White Oak, Central School & Community Theater 1990 - 2004
Vitalink Communications 1984 - 1989
Dean Witter January 1982 - 1984
Skills
Interior Design, Concept Development, Concept Design, Fashion, Interior Architecture, Marketing, Textiles, Sales, Brand Development, Styling, Photoshop, Furnishings, Furniture, Space planning, Sketching, Retail Design, Apparel, Rendering
Education
Circle of Stones
Reiki Mastery
University of California, Los Angeles 1979 — 1981
BA, Economics
Hillsdale High School
Image Excellence
Color Certification, Design and color analysis
Canada College, Ca
Interior Design
University of California, Los Angeles
Economics, Business, coursework in Design
Edward Feliciano's DEAN WITTER Experience 1989 - 1996
Job Consultant at
Industry Financial Services
Experience
Consultant March 2009 - Present
SPA ETF Inc. September 2007 - October 2008
Prudential Equity Group January 2005 - June 2007
Prudential Securities 1996 - 2007
Dean Witter 1989 - 1996
Education
Rensselaer Polytechnic Institute 1983 — 1988
BS, Mechanical Engineering
Dewey Junior High School
Consultant March 2009 - Present
SPA ETF Inc. September 2007 - October 2008
Prudential Equity Group January 2005 - June 2007
Prudential Securities 1996 - 2007
Dean Witter 1989 - 1996
Education
Rensselaer Polytechnic Institute 1983 — 1988
BS, Mechanical Engineering
Dewey Junior High School
Paige Amesbury-Morris's DEAN WITTER Experience June 1996 - August 1998
Job President at Meetings By Design, Inc
Industry Events Services
Experience
Meetings By Design, Inc September 2003 - Present
KPMG 2000 - 2003
MetLife August 1998 - August 2000
Dean Witter June 1996 - August 1998
Skills
Event Management, Incentives, Corporate Events, Advisory Boards, Marketing Strategy, Event Planning, Marketing Communications, Meeting Planning, Internal Communications, Public Relations, Strategic Planning, Trade Shows, Public Speaking, Social Media, Budgets, New Business Development, Sales, Presentation Development, Marketing, Negotiation, Corporate Communications, Hotels, Training, Leadership, Product Launch, Sponsorship, Tourism
Education
Rutgers University-New Brunswick
Meetings By Design, Inc September 2003 - Present
KPMG 2000 - 2003
MetLife August 1998 - August 2000
Dean Witter June 1996 - August 1998
Skills
Event Management, Incentives, Corporate Events, Advisory Boards, Marketing Strategy, Event Planning, Marketing Communications, Meeting Planning, Internal Communications, Public Relations, Strategic Planning, Trade Shows, Public Speaking, Social Media, Budgets, New Business Development, Sales, Presentation Development, Marketing, Negotiation, Corporate Communications, Hotels, Training, Leadership, Product Launch, Sponsorship, Tourism
Education
Rutgers University-New Brunswick
Jocelyn Mortensen's DEAN WITTER Experience January 1990 - March 1993
Job Senior Managing Director at Public Resources Advisory Group
Industry Financial Services
Experience
Public Resources Advisory Group December 2005 - Present
Bank of America June 2004 - March 2005
Jackson Securities November 2000 - June 2004
Bigelow & Company May 1999 - March 2000
PaineWebber March 1993 - April 1999
Dean Witter January 1990 - March 1993
Bear Stearns July 1987 - December 1989
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
MBA, Finance
University of California, Berkeley 1976 — 1981
AB, English, Biological Sciences
Public Resources Advisory Group December 2005 - Present
Bank of America June 2004 - March 2005
Jackson Securities November 2000 - June 2004
Bigelow & Company May 1999 - March 2000
PaineWebber March 1993 - April 1999
Dean Witter January 1990 - March 1993
Bear Stearns July 1987 - December 1989
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
MBA, Finance
University of California, Berkeley 1976 — 1981
AB, English, Biological Sciences
Debra Levine (Scheff)'s DEAN WITTER Experience November 1980 - August 1992
Job Retired March 2013
Industry Construction
Experience
NYC School Construction Authority January 2006 - March 2013
NYC School Construction Authority August 2001 - January 2006
The Chase Manhattan Bank August 1992 - April 2001
JPMorgan Chase 2000 - 2001
Dean Witter November 1980 - August 1992
Skills
Contract Management, Contract Negotiation, Construction, Facilities Management, Value Engineering, Construction Management, Furniture, Procurement, Project Planning, Process Scheduler, Management, Project Management
Education
University of Cincinnati 1968 — 1974
Bachelor, Interior Design (DAAP)
Woodward HS - Cincinnati
NYC School Construction Authority January 2006 - March 2013
NYC School Construction Authority August 2001 - January 2006
The Chase Manhattan Bank August 1992 - April 2001
JPMorgan Chase 2000 - 2001
Dean Witter November 1980 - August 1992
Skills
Contract Management, Contract Negotiation, Construction, Facilities Management, Value Engineering, Construction Management, Furniture, Procurement, Project Planning, Process Scheduler, Management, Project Management
Education
University of Cincinnati 1968 — 1974
Bachelor, Interior Design (DAAP)
Woodward HS - Cincinnati
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
Jack Kintner, CPA's DEAN WITTER Experience October 1982 - November 1997
Job VP Accounting at Mizuho Securities USA
Industry Accounting
Experience
Mizuho Securities USA September 2009 - Present
Center for Economic Progress 2002 - Present
Self Employed 1997 - September 2009
MF Global April 2002 - September 2008
Carr Futures Inc 1997 - 2002
Dean Witter October 1982 - November 1997
Education
Roosevelt University 1994 — 1997
BS, Accounting
Mizuho Securities USA September 2009 - Present
Center for Economic Progress 2002 - Present
Self Employed 1997 - September 2009
MF Global April 2002 - September 2008
Carr Futures Inc 1997 - 2002
Dean Witter October 1982 - November 1997
Education
Roosevelt University 1994 — 1997
BS, Accounting
Christopher Mauro, CFA's DEAN WITTER Experience March 1983 - June 1985
Job Director, Municipal Bond Research at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets October 2009 - Present
Financial Guaranty Insurance Co. May 2004 - December 2008
Merrill Lynch June 1985 - March 2004
Dean Witter March 1983 - June 1985
Moody's February 1981 - March 1983
Skills
Bonds
Education
Rutgers, The State University of New Jersey-Newark
MBA
RBC Capital Markets October 2009 - Present
Financial Guaranty Insurance Co. May 2004 - December 2008
Merrill Lynch June 1985 - March 2004
Dean Witter March 1983 - June 1985
Moody's February 1981 - March 1983
Skills
Bonds
Education
Rutgers, The State University of New Jersey-Newark
MBA
Bruce Zechenelly's DEAN WITTER Experience July 1987 - January 1992
Job President at Financial Services Unlimited, Inc.
Industry Financial Services
Experience
Financial Services Group of Companies November 1998 - Present
Chase Manhattan Corporation January 1992 - October 1998
Dean Witter July 1987 - January 1992
Skills
Management, Portfolio Management, Mortgage Lending, Loans, Credit, Finance, Sales, Strategic Planning, Sales Management, Investments, Financial Analysis, Risk Management
Education
San Jose State University 1980 — 1985
BS, Finance
Financial Services Group of Companies November 1998 - Present
Chase Manhattan Corporation January 1992 - October 1998
Dean Witter July 1987 - January 1992
Skills
Management, Portfolio Management, Mortgage Lending, Loans, Credit, Finance, Sales, Strategic Planning, Sales Management, Investments, Financial Analysis, Risk Management
Education
San Jose State University 1980 — 1985
BS, Finance
Alan Cousins's DEAN WITTER Experience September 1985 - January 1987
Job Team Leader of Business Systems Analysis for Customer Service Application Development at Affiliated Computer Services
Industry Outsourcing/Offshoring
Experience
Affiliated Computer Services June 2005 - Present
Mellon Financial February 1990 - May 2005
Dreyfus Retirement Services 1990 - 1994
The Bank of New York January 1987 - February 1990
Dean Witter September 1985 - January 1987
Education
Stony Brook University 1982 — 1985
BA, Economics
Stevens Institute of Technology 1981 — 1981
Mechanical Engineering
Affiliated Computer Services June 2005 - Present
Mellon Financial February 1990 - May 2005
Dreyfus Retirement Services 1990 - 1994
The Bank of New York January 1987 - February 1990
Dean Witter September 1985 - January 1987
Education
Stony Brook University 1982 — 1985
BA, Economics
Stevens Institute of Technology 1981 — 1981
Mechanical Engineering
Margo Mulumba's DEAN WITTER Experience December 1994 - November 1996
Job Government Administration Professional with Programming Background
Industry International Trade and Development
Experience
US Embassy September 2004 - August 2007
Group Dilembu, (Sprl Kinshasa, DRC) July 1999 - September 2004
Salomon Smith Barney December 1997 - July 1999
Margo Mulumba Consulting November 1996 - November 1997
Dean Witter December 1994 - November 1996
PaineWebber December 1985 - November 1994
Merrill Lynch December 1983 - November 1985
Manufacturers Hanover Trust January 1980 - November 1983
Skills
COBOL, International..., JCL, Mainframe, CICS, Nonprofits, Human Resources, Operating Systems, Government
Education
Sheridan Technical Center 2009 — 2010
Certificate, Network and System Administration/Administrator, A
Empire Technical School 1975 — 1976
Certificate, Computer Programming
San Jose State University 1971 — 1974
BA, History
US Embassy September 2004 - August 2007
Group Dilembu, (Sprl Kinshasa, DRC) July 1999 - September 2004
Salomon Smith Barney December 1997 - July 1999
Margo Mulumba Consulting November 1996 - November 1997
Dean Witter December 1994 - November 1996
PaineWebber December 1985 - November 1994
Merrill Lynch December 1983 - November 1985
Manufacturers Hanover Trust January 1980 - November 1983
Skills
COBOL, International..., JCL, Mainframe, CICS, Nonprofits, Human Resources, Operating Systems, Government
Education
Sheridan Technical Center 2009 — 2010
Certificate, Network and System Administration/Administrator, A
Empire Technical School 1975 — 1976
Certificate, Computer Programming
San Jose State University 1971 — 1974
BA, History
Bud Burrell's DEAN WITTER Experience September 1980 - August 1983
Job President at Quantum Matrix
Industry Financial Services
Experience
Quantum Matrix May 1985 - Present
Quantum Matrix 1985 - 2012
IME 2010 - 2011
WFFT 1999 - 2000
Dean Witter September 1980 - August 1983
First Boston Corporation June 1979 - September 1980
E. F. Hutton 1978 - 1979
White, Weld and Company April 1974 - April 1976
Bache and Co. August 1973 - August 1974
Skills
Investments, Private Equity, Financial Planners, Venture Capital, Asset Managment, Mergers, Due Diligence, Financial Modeling, Business Strategy, Corporate Finance, Business Planning, Valuation, Start-ups, Entrepreneurship, Corporate Development, Mergers & Acquisitions, New Business Development, Negotiation, Strategy, Strategic Planning, Investment Banking, Portfolio Management, Finance, Options, Business Development, Executive Management, Asset Management, Risk Management, Financial Analysis, Management Consulting, Securities, Strategic Financial..., Restructuring, Financial Services, Funding, Emerging Markets, Strategic Partnerships, Investor Relations, Hedge Funds, Alternative Investments, Capital Markets, IPO, Trading, Equities, Management, Financial Advisory, Private Placements, Investment Strategies, Financial Markets, Equity Research
Education
Univ of Kentucky, Georgia State University. 1971 — 1972
U.S. Military Academy 1964 — 1968
BS, General Engineering, Cultural and Historical Electives.
United States Military Academy at West Point 1964 — 1968
BS, General Engineering
Quantum Matrix May 1985 - Present
Quantum Matrix 1985 - 2012
IME 2010 - 2011
WFFT 1999 - 2000
Dean Witter September 1980 - August 1983
First Boston Corporation June 1979 - September 1980
E. F. Hutton 1978 - 1979
White, Weld and Company April 1974 - April 1976
Bache and Co. August 1973 - August 1974
Skills
Investments, Private Equity, Financial Planners, Venture Capital, Asset Managment, Mergers, Due Diligence, Financial Modeling, Business Strategy, Corporate Finance, Business Planning, Valuation, Start-ups, Entrepreneurship, Corporate Development, Mergers & Acquisitions, New Business Development, Negotiation, Strategy, Strategic Planning, Investment Banking, Portfolio Management, Finance, Options, Business Development, Executive Management, Asset Management, Risk Management, Financial Analysis, Management Consulting, Securities, Strategic Financial..., Restructuring, Financial Services, Funding, Emerging Markets, Strategic Partnerships, Investor Relations, Hedge Funds, Alternative Investments, Capital Markets, IPO, Trading, Equities, Management, Financial Advisory, Private Placements, Investment Strategies, Financial Markets, Equity Research
Education
Univ of Kentucky, Georgia State University. 1971 — 1972
U.S. Military Academy 1964 — 1968
BS, General Engineering, Cultural and Historical Electives.
United States Military Academy at West Point 1964 — 1968
BS, General Engineering
Fred Farkash's DEAN WITTER Experience April 1994 - April 1997
Job Senior Consultant at Buck Consultants, a Xerox Company
Industry Legal Services
Experience
Buck Consultants, LLC - A Xerox Company 2005 - Present
ISCEBS - NY Metro Chapter January 2011 - December 2011
ISCEBS NY Metropolitan Chapter January 2010 - December 2010
Mellon Financial June 2000 - December 2004
Mellon Financial Corporation April 1997 - April 2000
Dean Witter April 1994 - April 1997
Met Life 1990 - 1993
Skills
Employee Benefits, ERISA, Pensions, Defined Benefit, 401k, Benefits Administration, Defined Contribution, Management, Retirement, Compliance, Executive Pay, Deferred Compensation, Investments, Program Management, Pension Administration, Administration, Mutual Funds, Mergers & Acquisitions, HRIS, Pension Funds, Vendor Management, Outsourcing, Business Planning, Employee Relations, Strategic Planning, Benefits, System Administration, Excel, PowerPoint, Budgeting, Disclosure, Compensation, Mergers, Executive Compensation, Plan Design, Puerto Rico Plans, Microsoft Excel, Budgets, Consulting, Strategy, Human Resources, Insurance, Financial Services
Education
University at Albany, SUNY 1985 — 1989
B.S., Business Administration
Canarsie High School 1982 — 1985
High School Diploma (Regents), Academics
Buck Consultants, LLC - A Xerox Company 2005 - Present
ISCEBS - NY Metro Chapter January 2011 - December 2011
ISCEBS NY Metropolitan Chapter January 2010 - December 2010
Mellon Financial June 2000 - December 2004
Mellon Financial Corporation April 1997 - April 2000
Dean Witter April 1994 - April 1997
Met Life 1990 - 1993
Skills
Employee Benefits, ERISA, Pensions, Defined Benefit, 401k, Benefits Administration, Defined Contribution, Management, Retirement, Compliance, Executive Pay, Deferred Compensation, Investments, Program Management, Pension Administration, Administration, Mutual Funds, Mergers & Acquisitions, HRIS, Pension Funds, Vendor Management, Outsourcing, Business Planning, Employee Relations, Strategic Planning, Benefits, System Administration, Excel, PowerPoint, Budgeting, Disclosure, Compensation, Mergers, Executive Compensation, Plan Design, Puerto Rico Plans, Microsoft Excel, Budgets, Consulting, Strategy, Human Resources, Insurance, Financial Services
Education
University at Albany, SUNY 1985 — 1989
B.S., Business Administration
Canarsie High School 1982 — 1985
High School Diploma (Regents), Academics
Chuck Borgioli's DEAN WITTER Experience June 1988 - October 1998
Job Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) May 2013 - Present
Gleacher & Co October 2011 - April 2013
Columbia Management January 2007 - April 2011
BNP Paribas January 2002 - February 2006
Dean Witter June 1988 - October 1998
Education
Stonehill College 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance
Susquehanna International Group, LLP (SIG) May 2013 - Present
Gleacher & Co October 2011 - April 2013
Columbia Management January 2007 - April 2011
BNP Paribas January 2002 - February 2006
Dean Witter June 1988 - October 1998
Education
Stonehill College 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance
Lawrence J Geraghty Jr.'s DEAN WITTER Experience 1988 - 1996
Job Geraghty Group Consulting
Industry Financial Services
Experience
Coquest Inc 2009 - Present
Geraghty Group Consulting January 1982 - Present
ABN AMRO January 1995 - September 2006
Dean Witter 1988 - 1996
Skills
Derivatives, Electronic Trading, Commodity, Financial Services, Investments, Risk Management, Trading, Options, Trading Systems, Commodity Markets
Education
The George Washington University - School of Business 1973 — 1976
Doctoral Program, Finance and Economics
University of Rhode Island - College of Business Administration 1968 — 1970
MBA, Finance&Economics
Saint Peter's University 1961 — 1965
BS Economics, Economics
Coquest Inc 2009 - Present
Geraghty Group Consulting January 1982 - Present
ABN AMRO January 1995 - September 2006
Dean Witter 1988 - 1996
Skills
Derivatives, Electronic Trading, Commodity, Financial Services, Investments, Risk Management, Trading, Options, Trading Systems, Commodity Markets
Education
The George Washington University - School of Business 1973 — 1976
Doctoral Program, Finance and Economics
University of Rhode Island - College of Business Administration 1968 — 1970
MBA, Finance&Economics
Saint Peter's University 1961 — 1965
BS Economics, Economics
nancy twaits's DEAN WITTER Experience 1980 - 1985
Job Owner at NT Associates
Industry Financial Services
Experience
NT Associates September 1996 - Present
Chapter One Bookstore June 2010 - March 2012
Office Manager, Personal Assistant, Diamond Buyers May 2011 - January 2012
NT ASSOCIATES 1997 - 2009
Paulson Investment Co 1992 - 1995
Oppenheimer & Co. 1985 - 1990
Dean Witter 1980 - 1985
Skills
Microsoft Office, PowerPoint, Quickbooks, Excel, Writing, Editing, Event Marketing, Public Relations, Investments, Consultancy, Customer Relations, Administration
Education
Skidmore College 1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature, General
NT Associates September 1996 - Present
Chapter One Bookstore June 2010 - March 2012
Office Manager, Personal Assistant, Diamond Buyers May 2011 - January 2012
NT ASSOCIATES 1997 - 2009
Paulson Investment Co 1992 - 1995
Oppenheimer & Co. 1985 - 1990
Dean Witter 1980 - 1985
Skills
Microsoft Office, PowerPoint, Quickbooks, Excel, Writing, Editing, Event Marketing, Public Relations, Investments, Consultancy, Customer Relations, Administration
Education
Skidmore College 1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature, General
Suzanne Stornable's DEAN WITTER Experience 1990 - 1995
Job Manager, Regulatory Supervision & Reporting at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2013 - Present
Prudential Retirement December 2011 - November 2013
Prudential Retirement February 2011 - December 2011
Prudential Financial April 2000 - November 2010
Howell Benefit Services, Inc. 1995 - 2000
Dean Witter 1990 - 1995
Skills
Retirement Planning, Series 63, Mutual Funds, Retirement, 401k, Series 7, Investments, Risk Management, Financial Services, Insurance, Management, Pensions, Relationship Management, Securities, Series 6
Education
The American College 2004 — 2008
CLU, ChFC
Prudential Financial November 2013 - Present
Prudential Retirement December 2011 - November 2013
Prudential Retirement February 2011 - December 2011
Prudential Financial April 2000 - November 2010
Howell Benefit Services, Inc. 1995 - 2000
Dean Witter 1990 - 1995
Skills
Retirement Planning, Series 63, Mutual Funds, Retirement, 401k, Series 7, Investments, Risk Management, Financial Services, Insurance, Management, Pensions, Relationship Management, Securities, Series 6
Education
The American College 2004 — 2008
CLU, ChFC
Neil Sullivan's DEAN WITTER Experience 1994 - 1995
Job VP at Pershing
Industry Financial Services
Experience
Pershing 2003 - Present
JPMorgan Chase 2002 - 2003
Merrill Lynch 1996 - 2002
Pershing 1995 - 1996
Dean Witter 1994 - 1995
Prudential Securities 1991 - 1994
Neil S. Sullivan & Associates 1988 - 1991
Trane 1986 - 1988
Education
Stevens Institute of Technology 1981 — 1986
Bachelor of Engineering, Mechanical
Pershing 2003 - Present
JPMorgan Chase 2002 - 2003
Merrill Lynch 1996 - 2002
Pershing 1995 - 1996
Dean Witter 1994 - 1995
Prudential Securities 1991 - 1994
Neil S. Sullivan & Associates 1988 - 1991
Trane 1986 - 1988
Education
Stevens Institute of Technology 1981 — 1986
Bachelor of Engineering, Mechanical
Patricia McGinty Kelley, CIMA's DEAN WITTER Experience January 1989 - January 1994
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2007 - Present
McDonald Investments January 1994 - January 2007
Dean Witter January 1989 - January 1994
Paine Webber January 1987 - January 1989
Education
University of Cincinnati
UBS Financial Services Inc. November 2007 - Present
McDonald Investments January 1994 - January 2007
Dean Witter January 1989 - January 1994
Paine Webber January 1987 - January 1989
Education
University of Cincinnati
Breck Walker's DEAN WITTER Experience 1983 - 1991
Job Consultant at Office of the Secretary of Defense Historians Office
Industry Research
Experience
Office of the Secretary of Defense Historians Office September 2013 - Present
Semester At Sea / ISE January 2013 - May 2013
Keele University September 2012 - November 2012
Sewanee - The University of the South August 2007 - July 2012
Vanderbilt University September 2002 - August 2007
McDonald & Co 2000 - 2001
JC Bradford 1991 - 2000
Dean Witter 1983 - 1991
Prudential Securities 1982 - 1983
Bateman Eichler Hill Richards 1981 - 1982
Education
Vanderbilt University 2002 — 2007
PhD, History
Stanford University 1975 — 1979
JD / MBA, Business and Law
The University of Texas at Austin 1972 — 1975
BBA, Business
Office of the Secretary of Defense Historians Office September 2013 - Present
Semester At Sea / ISE January 2013 - May 2013
Keele University September 2012 - November 2012
Sewanee - The University of the South August 2007 - July 2012
Vanderbilt University September 2002 - August 2007
McDonald & Co 2000 - 2001
JC Bradford 1991 - 2000
Dean Witter 1983 - 1991
Prudential Securities 1982 - 1983
Bateman Eichler Hill Richards 1981 - 1982
Education
Vanderbilt University 2002 — 2007
PhD, History
Stanford University 1975 — 1979
JD / MBA, Business and Law
The University of Texas at Austin 1972 — 1975
BBA, Business
Elliot Stiefel, CFA's DEAN WITTER Experience 1988 - 1989
Job Managing Director at Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management April 2004 - Present
Clinton Group 1999 - 2002
LIT America 1989 - 1994
Dean Witter 1988 - 1989
Morgan Stanley Smith Barney 1984 - 1985
Skills
Portfolio Management, Hedge Funds, Options, Derivatives, Trading, Convertible Bonds, Securities, Equities, Alternative Investments, Asset Management, Fixed Income, Equity Research, Equity Derivatives, Investment Strategies, Bloomberg, Asset Allocation, Investment Management
Education
Pace University - Lubin School of Business 1982 — 1984
MS, Investment Management
University of Maryland College Park 1978 — 1982
BS, Finance
Paramus H.S.
Palisade Capital Management April 2004 - Present
Clinton Group 1999 - 2002
LIT America 1989 - 1994
Dean Witter 1988 - 1989
Morgan Stanley Smith Barney 1984 - 1985
Skills
Portfolio Management, Hedge Funds, Options, Derivatives, Trading, Convertible Bonds, Securities, Equities, Alternative Investments, Asset Management, Fixed Income, Equity Research, Equity Derivatives, Investment Strategies, Bloomberg, Asset Allocation, Investment Management
Education
Pace University - Lubin School of Business 1982 — 1984
MS, Investment Management
University of Maryland College Park 1978 — 1982
BS, Finance
Paramus H.S.
Ginger Green's DEAN WITTER Experience January 1988 - April 1992
Job CEO Green Heritage Ranch (Gypsy Vanner Horses)
Industry Ranching
Experience
Houston Fertility Institute January 2007 - December 2010
EMD Serono April 1992 - June 2006
Dean Witter January 1988 - April 1992
Skills
Budgets, Pharmaceutical Industry, Advertising, Strategic Planning, Marketing Strategy, Cross-functional Team..., Microsoft Excel, Customer Service, Microsoft Office, Leadership, Public Speaking, Marketing, Management, Business Strategy, Start-ups, Business Development, Product Marketing, Sales, Entrepreneurship, Negotiation, Pharmaceutical Sales, Account Management, Team Building, Sales Operations, Sales Management, New Business Development, Training, Team Leadership, Marketing Communications, Healthcare, Leadership Development, Public Relations, Selling, Social Networking, Change Management, Product Launch, Social Media Marketing
Education
Texas A&M University 1985 — 1987
BBA, Finance
Houston Fertility Institute January 2007 - December 2010
EMD Serono April 1992 - June 2006
Dean Witter January 1988 - April 1992
Skills
Budgets, Pharmaceutical Industry, Advertising, Strategic Planning, Marketing Strategy, Cross-functional Team..., Microsoft Excel, Customer Service, Microsoft Office, Leadership, Public Speaking, Marketing, Management, Business Strategy, Start-ups, Business Development, Product Marketing, Sales, Entrepreneurship, Negotiation, Pharmaceutical Sales, Account Management, Team Building, Sales Operations, Sales Management, New Business Development, Training, Team Leadership, Marketing Communications, Healthcare, Leadership Development, Public Relations, Selling, Social Networking, Change Management, Product Launch, Social Media Marketing
Education
Texas A&M University 1985 — 1987
BBA, Finance
Jane Raskin's DEAN WITTER Experience July 1987 - March 1991
Job Supervisory Analyst at Evercore ISI
Industry Financial Services
Experience
Evercore ISI September 2014 - Present
Deutsche Bank May 2011 - May 2013
Oppenheimer & Co. Inc. March 2000 - January 2011
Salomon Smith Barney (Citigroup) January 1990 - March 2000
Dean Witter July 1987 - March 1991
Skills
Series 7, Equities, Securities, Financial Analysis, Risk Management, Equity Research, Valuation, FINRA, Series 63, Compliance, Research, Writing, Editing, Industry Analysis, Excel, Factset
Education
Swarthmore College
B.A., History
Evercore ISI September 2014 - Present
Deutsche Bank May 2011 - May 2013
Oppenheimer & Co. Inc. March 2000 - January 2011
Salomon Smith Barney (Citigroup) January 1990 - March 2000
Dean Witter July 1987 - March 1991
Skills
Series 7, Equities, Securities, Financial Analysis, Risk Management, Equity Research, Valuation, FINRA, Series 63, Compliance, Research, Writing, Editing, Industry Analysis, Excel, Factset
Education
Swarthmore College
B.A., History
John Sakowicz's DEAN WITTER Experience September 1985 - June 1988
Job radio show host at KZYX
Industry Broadcast Media
Experience
KZYX March 2008 - Present
UBS January 2004 - September 2007
Dean Witter September 1985 - June 1988
Skills
hedge fund management, alternative trading..., electronic..., cybersecurity, disruptive technology, dark pools of liquidity, the shadow banking..., Islamic finance, the Iranian Oil Bourse, the Tehran Stock...
Education
The Johns Hopkins University 1973 — 1979
MA, Humanities Center
KZYX March 2008 - Present
UBS January 2004 - September 2007
Dean Witter September 1985 - June 1988
Skills
hedge fund management, alternative trading..., electronic..., cybersecurity, disruptive technology, dark pools of liquidity, the shadow banking..., Islamic finance, the Iranian Oil Bourse, the Tehran Stock...
Education
The Johns Hopkins University 1973 — 1979
MA, Humanities Center
Charles Boniface's DEAN WITTER Experience 1995 - 1996
Job Licensed Personal Banking Representative at Santander
Industry Financial Services
Experience
Santander Bank, N.A. 2012 - Present
Wells Fargo 2010 - 2012
Wachovia 2002 - 2009
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Skills
Series 7, Retirement Planning, 401k Rollovers, Series 63, Wealth Management, Consumer Lending, Mortgage Lending, Series 65, Notary Public, Loan Origination, Life & Health Insurance...
Education
Seton Hall University 1994 — 1995
Bachelor of Science, Finance
Santander Bank, N.A. 2012 - Present
Wells Fargo 2010 - 2012
Wachovia 2002 - 2009
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Skills
Series 7, Retirement Planning, 401k Rollovers, Series 63, Wealth Management, Consumer Lending, Mortgage Lending, Series 65, Notary Public, Loan Origination, Life & Health Insurance...
Education
Seton Hall University 1994 — 1995
Bachelor of Science, Finance
Molly McIntosh's DEAN WITTER Experience 1989 - 1994
Job Owner
Industry Hospitality
Experience
Almost Anything Professional Cleaning Company January 2007 - Present
Beach Activities Maui 1995 - 1998
Dean Witter 1989 - 1994
Skills
Hospitality, Hospitality Industry, Resorts, Vacation Rentals, Home Cleaning, Interior Maintenance, Vacation Rental
Education
Wilson High School Tacoma, WA 1984 — 1986
Tacoma Community College
Almost Anything Professional Cleaning Company January 2007 - Present
Beach Activities Maui 1995 - 1998
Dean Witter 1989 - 1994
Skills
Hospitality, Hospitality Industry, Resorts, Vacation Rentals, Home Cleaning, Interior Maintenance, Vacation Rental
Education
Wilson High School Tacoma, WA 1984 — 1986
Tacoma Community College
Meher Downing's DEAN WITTER Experience January 1991 - September 1994
Job Bloomberg BVAL Fixed Income Valuation Service Team Lead
Industry Financial Services
Experience
Bloomberg June 2006 - Present
Morgan Stanley Dean Witter May 1998 - January 2000
Morgan Stanley Dean Witter January 1996 - May 1998
Morgan Stanley Dean Witter September 1994 - January 1996
Dean Witter January 1991 - September 1994
Dean Witter March 1989 - January 1991
Skills
Capital Markets, Options, Financial Services, Exchange Connectivity, Fixed Income, Trading, Trading Systems, Series 7, Series 63, Electronic Trading..., Business, Microsoft Excel, Microsoft Word
Education
The University of Connecticut School of Business 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 1984 — 1986
Business Administration and Management, General
Bloomberg June 2006 - Present
Morgan Stanley Dean Witter May 1998 - January 2000
Morgan Stanley Dean Witter January 1996 - May 1998
Morgan Stanley Dean Witter September 1994 - January 1996
Dean Witter January 1991 - September 1994
Dean Witter March 1989 - January 1991
Skills
Capital Markets, Options, Financial Services, Exchange Connectivity, Fixed Income, Trading, Trading Systems, Series 7, Series 63, Electronic Trading..., Business, Microsoft Excel, Microsoft Word
Education
The University of Connecticut School of Business 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 1984 — 1986
Business Administration and Management, General
Christie Trotta - Flynn's DEAN WITTER Experience 1995 - 1996
Job Risk Vice President Trade Supervision at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - 2015
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 1998 - 2009
Morgan Stanley Dean Witter 1996 - 1998
Dean Witter 1995 - 1996
Skills
Series 7 and 63, Bloomberg, Bonds, Capital Markets, Analysis, Credit, Financial Risk, FINRA, Equities, Leadership, Investment Banking, Fixed Income, Risk Management, Securities, Series 63, Series 7, Structured Products, Trading, Management, Marketing, Process Improvement, Sales
Education
Queens College 1990 — 1994
Bachelor of Arts (B.A.), Philosophy (minor in Psychology)
St. Agnes Academic High School
Morgan Stanley Smith Barney May 2010 - 2015
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 1998 - 2009
Morgan Stanley Dean Witter 1996 - 1998
Dean Witter 1995 - 1996
Skills
Series 7 and 63, Bloomberg, Bonds, Capital Markets, Analysis, Credit, Financial Risk, FINRA, Equities, Leadership, Investment Banking, Fixed Income, Risk Management, Securities, Series 63, Series 7, Structured Products, Trading, Management, Marketing, Process Improvement, Sales
Education
Queens College 1990 — 1994
Bachelor of Arts (B.A.), Philosophy (minor in Psychology)
St. Agnes Academic High School
David Mattos's DEAN WITTER Experience October 1989 - October 1993
Job Managing Director at Mattos Capital Management LLC
Industry Financial Services
Experience
Mattos Capital Management LLC May 2003 - Present
UBS Paine Webber October 1989 - May 2003
Dean Witter October 1989 - October 1993
U.S. Army July 1982 - October 1991
Skills
Series 8, Series 7
Education
Providence College
BA, Political Science
University of Rhode Island - College of Business Administration
Business Administration and Management, General
University of Southern California
Information Management at the Pentagon, VA
Community College of Rhode Island
TV/Film Production
Mattos Capital Management LLC May 2003 - Present
UBS Paine Webber October 1989 - May 2003
Dean Witter October 1989 - October 1993
U.S. Army July 1982 - October 1991
Skills
Series 8, Series 7
Education
Providence College
BA, Political Science
University of Rhode Island - College of Business Administration
Business Administration and Management, General
University of Southern California
Information Management at the Pentagon, VA
Community College of Rhode Island
TV/Film Production
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY