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
Tim McKian Tim McKian's DEAN WITTER Experience January 1994 - December 1996
Job Retired Again
Industry Wine and Spirits
Experience
Travels with Tim December 2013 - Present
AonHewitt August 2012 - November 2013
AAA Texas December 2010 - August 2012
Self Employed September 2008 - December 2010
Retired September 2004 - September 2008
Aegis Asset Management November 2002 - August 2004
Prudential Securities, Inc. January 1998 - October 2002
Merrill Lynch January 1996 - December 1998
Dean Witter January 1994 - December 1996
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Property & Casualty..., Marketing, Management, Sales Management, Underwriting, Risk Management, Public Speaking, General Insurance, Microsoft Excel, Direct Sales, Microsoft Word, Financial Services
Education
University of Houston 1976 — 1983
Bachelor of Arts (BA), Music
University of Houston 1976 — 1983
Bachelor of Arts (BA), Radio and Television
Travels with Tim December 2013 - Present
AonHewitt August 2012 - November 2013
AAA Texas December 2010 - August 2012
Self Employed September 2008 - December 2010
Retired September 2004 - September 2008
Aegis Asset Management November 2002 - August 2004
Prudential Securities, Inc. January 1998 - October 2002
Merrill Lynch January 1996 - December 1998
Dean Witter January 1994 - December 1996
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Property & Casualty..., Marketing, Management, Sales Management, Underwriting, Risk Management, Public Speaking, General Insurance, Microsoft Excel, Direct Sales, Microsoft Word, Financial Services
Education
University of Houston 1976 — 1983
Bachelor of Arts (BA), Music
University of Houston 1976 — 1983
Bachelor of Arts (BA), Radio and Television
Dean Andersen, CFP® Dean Andersen, CFP®'s DEAN WITTER Experience January 1990 - February 1995
Job First Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Smith Barney February 1995 - February 2009
Dean Witter January 1990 - February 1995
Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Securities, Fixed Annuities, Strategic Investment...
Education
University of Georgia - Terry College of Business
BBA, Finance
Wells Fargo Advisors, LLC February 2009 - Present
Smith Barney February 1995 - February 2009
Dean Witter January 1990 - February 1995
Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Securities, Fixed Annuities, Strategic Investment...
Education
University of Georgia - Terry College of Business
BBA, Finance
Mark Zinder Mark Zinder's DEAN WITTER Experience 1983 - 1992
Job President at Mark Zinder and Associates
Industry Financial Services
Experience
Mark Zinder and Associates March 2005 - Present
Franklin Templeton Investments January 1993 - January 2005
Dean Witter 1983 - 1992
Skills
Training, Public Speaking, Investments, Mutual Funds, Coaching, Insurance, Retirement, Equities, Finance, Financial Advisory
Education
University of South Alabama 1975 — 1979
Bachelor of Arts (B.A.), Communications
Mark Zinder and Associates March 2005 - Present
Franklin Templeton Investments January 1993 - January 2005
Dean Witter 1983 - 1992
Skills
Training, Public Speaking, Investments, Mutual Funds, Coaching, Insurance, Retirement, Equities, Finance, Financial Advisory
Education
University of South Alabama 1975 — 1979
Bachelor of Arts (B.A.), Communications
Jeffrey Corbett Jeffrey Corbett's DEAN WITTER Experience 1984 - 1987
Job Founder, President & CEO at Corb7 International Inc.
Industry International Trade and Development
Experience
Corb7 International Inc. July 2010 - Present
Corbett & Kish Companies 1991 - July 2010
Kidder Peabody 1987 - 1990
Dean Witter 1984 - 1987
Skills
Entrepreneur, International Business, Mergers, New Business Development, Strategic Planning, Start-ups, Entrepreneurship, Business Planning, Venture Capital, Marketing Strategy, Business Development, Business Strategy, Management, Leadership, Management Consulting, Small Business, Contract Negotiation, Sales Management, Mergers & Acquisitions, Product Development, Strategy, Strategic Partnerships, Investments, Negotiation, Marketing, Executive Management, Finance, Banking, Competitive Analysis, Online Marketing, Due Diligence, Corporate Development, Private Equity, E-commerce, Market Research, Product Management, Risk Management
Education
University of Pittsburgh 1976 — 1980
Central Catholic High School 1972 — 1976
Corb7 International Inc. July 2010 - Present
Corbett & Kish Companies 1991 - July 2010
Kidder Peabody 1987 - 1990
Dean Witter 1984 - 1987
Skills
Entrepreneur, International Business, Mergers, New Business Development, Strategic Planning, Start-ups, Entrepreneurship, Business Planning, Venture Capital, Marketing Strategy, Business Development, Business Strategy, Management, Leadership, Management Consulting, Small Business, Contract Negotiation, Sales Management, Mergers & Acquisitions, Product Development, Strategy, Strategic Partnerships, Investments, Negotiation, Marketing, Executive Management, Finance, Banking, Competitive Analysis, Online Marketing, Due Diligence, Corporate Development, Private Equity, E-commerce, Market Research, Product Management, Risk Management
Education
University of Pittsburgh 1976 — 1980
Central Catholic High School 1972 — 1976
Kathie Mullen Kathie Mullen's DEAN WITTER Experience 1985 - 1988
Job Director, US Repo Trading/Sales at National Australia Bank
Industry Financial Services
Experience
National Australia Bank 2012 - Present
MF Global November 2005 - December 2011
Refco 1998 - 2005
Eastbridge Capital 1991 - 1998
Midland Montagu Securities 1989 - 1991
Dean Witter Reynolds 1985 - 1988
Dean Witter 1985 - 1988
University of Massachusetts 1983 - 1983
Skills
Short Duration Sales, Trading, Fixed Income, Equities, Derivatives, Capital Markets, Electronic Trading, Trading Systems, Financial Markets
Education
University of Massachusetts, Amherst
Bachelor of Science
National Australia Bank 2012 - Present
MF Global November 2005 - December 2011
Refco 1998 - 2005
Eastbridge Capital 1991 - 1998
Midland Montagu Securities 1989 - 1991
Dean Witter Reynolds 1985 - 1988
Dean Witter 1985 - 1988
University of Massachusetts 1983 - 1983
Skills
Short Duration Sales, Trading, Fixed Income, Equities, Derivatives, Capital Markets, Electronic Trading, Trading Systems, Financial Markets
Education
University of Massachusetts, Amherst
Bachelor of Science
Mark Aronson Mark Aronson's DEAN WITTER Experience 1984 - 1988
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors 1994 - 2013
MONY 1993 - 1994
The Copeland Companies 1988 - 1990
Dean Witter 1984 - 1988
Education
University of Pennsylvania 1970 — 1974
Bachelor of Arts (B.A.)
Bethpage High School
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors 1994 - 2013
MONY 1993 - 1994
The Copeland Companies 1988 - 1990
Dean Witter 1984 - 1988
Education
University of Pennsylvania 1970 — 1974
Bachelor of Arts (B.A.)
Bethpage High School
Ben Ogbogu Ben Ogbogu's DEAN WITTER Experience 1990 - 1995
Job Regional Vice President of Sales at Behringer
Industry Financial Services
Experience
Behringer February 2015 - Present
Calvert Investments May 1995 - January 2015
Dean Witter 1990 - 1995
Skills
Investments, Mutual Funds, Insurance, Sales, Training
Education
University of Maryland College Park
Economics
Behringer February 2015 - Present
Calvert Investments May 1995 - January 2015
Dean Witter 1990 - 1995
Skills
Investments, Mutual Funds, Insurance, Sales, Training
Education
University of Maryland College Park
Economics
David Lipshutz David Lipshutz's DEAN WITTER Experience 1994 - 1996
Job Executive Director, Quantitative Strategist at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management 2010 - 2014
AlphaCode Strategies 2008 - September 2010
Equinox Capital Management 2000 - 2008
Morgan Stanley 1996 - 1999
Dean Witter 1994 - 1996
Citicorp Investment Services 1992 - 1994
Shearson Lehman Brothers 1984 - 1990
Lehman Brothers 1981 - 1984
Interactive Data 1978 - 1981
Skills
Quantitative Analytics, Equity Research, Portfolio Management, Financial Modeling, Equities, Investment Strategies, Asset Allocation, Asset Management, Trading Strategies, Quantitative Research, Bloomberg, Valuation, Investments, Asset Managment, Hedge Funds, Conceptual Modeling, Fundamental Analysis, Trading, Macroeconomics, Alpha Generation, Equity Trading, sas, stata, r programming language, investment strategy, secuirites analysis, risk analysis, optimization, Northfield, Compustat, Capital Markets, Alpha Testing, Securities, Financial Markets, options, barra, high dividend yield..., backtesting, multifactor modeling, factor timing models, portfolio construction, Factset, smart beta, Finance, Financial Analysis, Derivatives, Analysis, R
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance & Statistics
University of Pennsylvania 1974 — 1978
B.S. Engineering, Computer Science
University of Pennsylvania - The Wharton School 1974 — 1978
Business, Decision Science, Jerome Fisher Program in Management & Technology (M&T) - dual degrees in Engineering and Business
JP Morgan Asset Management 2010 - 2014
AlphaCode Strategies 2008 - September 2010
Equinox Capital Management 2000 - 2008
Morgan Stanley 1996 - 1999
Dean Witter 1994 - 1996
Citicorp Investment Services 1992 - 1994
Shearson Lehman Brothers 1984 - 1990
Lehman Brothers 1981 - 1984
Interactive Data 1978 - 1981
Skills
Quantitative Analytics, Equity Research, Portfolio Management, Financial Modeling, Equities, Investment Strategies, Asset Allocation, Asset Management, Trading Strategies, Quantitative Research, Bloomberg, Valuation, Investments, Asset Managment, Hedge Funds, Conceptual Modeling, Fundamental Analysis, Trading, Macroeconomics, Alpha Generation, Equity Trading, sas, stata, r programming language, investment strategy, secuirites analysis, risk analysis, optimization, Northfield, Compustat, Capital Markets, Alpha Testing, Securities, Financial Markets, options, barra, high dividend yield..., backtesting, multifactor modeling, factor timing models, portfolio construction, Factset, smart beta, Finance, Financial Analysis, Derivatives, Analysis, R
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance & Statistics
University of Pennsylvania 1974 — 1978
B.S. Engineering, Computer Science
University of Pennsylvania - The Wharton School 1974 — 1978
Business, Decision Science, Jerome Fisher Program in Management & Technology (M&T) - dual degrees in Engineering and Business
Maureen Quigley Ragsdale Maureen Quigley Ragsdale's DEAN WITTER Experience 1981 - 1986
Job Senior Registered Client Associate
Industry Financial Services
Experience
Catholic HEART Workcamp June 2000 - Present
Morgan Stanley Smith Barney April 2003 - November 2011
Merrill Lynch 1991 - 2003
PaineWebber 1986 - 1991
Dean Witter 1981 - 1986
Education
University of Missouri-Columbia
University of Missouri-Saint Louis
Social Work
Catholic HEART Workcamp June 2000 - Present
Morgan Stanley Smith Barney April 2003 - November 2011
Merrill Lynch 1991 - 2003
PaineWebber 1986 - 1991
Dean Witter 1981 - 1986
Education
University of Missouri-Columbia
University of Missouri-Saint Louis
Social Work
Cindy Laser's DEAN WITTER Experience 1990 - 1993
Job
Industry Computer Software
Experience
Fleetmatics April 2015 - Present
Pure Power Generator Service July 2014 - March 2015
BCCA: The Media Industry’s Credit Association June 2012 - May 2014
Experian Automotive November 2007 - November 2011
eAccess Solutions, Inc. October 2010 - January 2011
Bill Sullivan Buick GMC January 2001 - November 2007
First Chicago Bank & Trust 1993 - 2001
Dean Witter 1990 - 1993
Skills
Account Management, Consultative Selling, New Business Development, Strategic Planning, Sales Management, Selling, Sales, B2B, Contract Negotiation, Advertising, Trade Shows, Customer Service, Business Development, Sales Operations, E-commerce, Salesforce.com, Management, Sales Process, Lead Generation, CRM, Strategic Partnerships, Cold Calling, Customer Retention, Forecasting, Leadership, Direct Sales, Marketing
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Business/Spanish
Fleetmatics April 2015 - Present
Pure Power Generator Service July 2014 - March 2015
BCCA: The Media Industry’s Credit Association June 2012 - May 2014
Experian Automotive November 2007 - November 2011
eAccess Solutions, Inc. October 2010 - January 2011
Bill Sullivan Buick GMC January 2001 - November 2007
First Chicago Bank & Trust 1993 - 2001
Dean Witter 1990 - 1993
Skills
Account Management, Consultative Selling, New Business Development, Strategic Planning, Sales Management, Selling, Sales, B2B, Contract Negotiation, Advertising, Trade Shows, Customer Service, Business Development, Sales Operations, E-commerce, Salesforce.com, Management, Sales Process, Lead Generation, CRM, Strategic Partnerships, Cold Calling, Customer Retention, Forecasting, Leadership, Direct Sales, Marketing
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Business/Spanish
Kara McConville's DEAN WITTER Experience November 1995 - August 1997
Job Director, Communications Planning & Strategy at Spitfire Communications
Industry Public Relations and Communications
Experience
Spitfire Communications January 2014 - Present
Spitfire Communications August 2013 - December 2013
Morgan Stanley January 2004 - June 2004
Morgan Stanley July 2002 - December 2003
Morgan Stanley July 2000 - July 2002
Morgan Stanley February 1998 - July 2000
Paine Webber August 1997 - February 1998
Dean Witter November 1995 - August 1997
S.G. Warburg August 1994 - November 1995
The Depository Trust Company June 1992 - August 1994
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Strategic Planning, Copywriting, Internal Communications, Corporate Communications, Public Relations, Project Management, Speech Writing, Direct Marketing, PowerPoint, Budgeting, Promotions, Email Marketing, Product Management, Social Media, Vendor Management, Budget Management, Event Marketing, Content Development, Content Management, Product Marketing, Excel, Online Marketing, Marketing Management, Digital Marketing, Employee Benefits, B2B Marketing, Compliance, Technical Writing, Editing, 401k, Financial Services, Asset Management, Asset Allocation, Retirement Planning, Creative Direction, Event Planning
Education
University of Scranton 1988 — 1992
B.A., Communication
Spitfire Communications January 2014 - Present
Spitfire Communications August 2013 - December 2013
Morgan Stanley January 2004 - June 2004
Morgan Stanley July 2002 - December 2003
Morgan Stanley July 2000 - July 2002
Morgan Stanley February 1998 - July 2000
Paine Webber August 1997 - February 1998
Dean Witter November 1995 - August 1997
S.G. Warburg August 1994 - November 1995
The Depository Trust Company June 1992 - August 1994
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Strategic Planning, Copywriting, Internal Communications, Corporate Communications, Public Relations, Project Management, Speech Writing, Direct Marketing, PowerPoint, Budgeting, Promotions, Email Marketing, Product Management, Social Media, Vendor Management, Budget Management, Event Marketing, Content Development, Content Management, Product Marketing, Excel, Online Marketing, Marketing Management, Digital Marketing, Employee Benefits, B2B Marketing, Compliance, Technical Writing, Editing, 401k, Financial Services, Asset Management, Asset Allocation, Retirement Planning, Creative Direction, Event Planning
Education
University of Scranton 1988 — 1992
B.A., Communication
Walter M. Katai Walter M. Katai's DEAN WITTER Experience April 1988 - July 1990
Job Investment Adviser
Industry Financial Services
Experience
David Gonzales, LLC April 2012 - March 2014
RE Equity Partners, LLC September 2010 - January 2014
TMCC 1990 - June 2013
Schwab Institutional Advisers November 2009 - June 2010
Reno Chamber Orchestra July 2001 - June 2010
Morgan Stanley Smith Barney July 1990 - October 2009
Opak Racing February 1999 - September 2009
Rose's Restaurant June 1999 - October 2003
Dean Witter April 1988 - July 1990
Skills
Sales Management, Investments, Wealth Management, Real Estate, Insurance, Retirement Planning, Equities, Management, Strategic Planning, Credit, New Business Development, Marketing Strategy, Team Building, Customer Service, Selling, Business Strategy, Public Speaking, Contract Negotiation, Entrepreneurship, Budgets, Management Consulting, Small Business, Mergers & Acquisitions
Education
University of Nevada-Reno 1973 — 1977
Liberal Arts, Philosophy, English, Foreign Language, Science, Music, Literature
University of Denver 1975 — 1976
Liberal Arts, Philosophy, Foreign Language, Music
Institute of European Studies/Madrid, Spain 1976 — 1977
Liberal Arts, Foreign Language, History, Literature, Philosophy
David Gonzales, LLC April 2012 - March 2014
RE Equity Partners, LLC September 2010 - January 2014
TMCC 1990 - June 2013
Schwab Institutional Advisers November 2009 - June 2010
Reno Chamber Orchestra July 2001 - June 2010
Morgan Stanley Smith Barney July 1990 - October 2009
Opak Racing February 1999 - September 2009
Rose's Restaurant June 1999 - October 2003
Dean Witter April 1988 - July 1990
Skills
Sales Management, Investments, Wealth Management, Real Estate, Insurance, Retirement Planning, Equities, Management, Strategic Planning, Credit, New Business Development, Marketing Strategy, Team Building, Customer Service, Selling, Business Strategy, Public Speaking, Contract Negotiation, Entrepreneurship, Budgets, Management Consulting, Small Business, Mergers & Acquisitions
Education
University of Nevada-Reno 1973 — 1977
Liberal Arts, Philosophy, English, Foreign Language, Science, Music, Literature
University of Denver 1975 — 1976
Liberal Arts, Philosophy, Foreign Language, Music
Institute of European Studies/Madrid, Spain 1976 — 1977
Liberal Arts, Foreign Language, History, Literature, Philosophy
Susan S. Moseley, CIMA's DEAN WITTER Experience 1986 - 1988
Job President at Moseley Investment Management, Inc.
Industry Financial Services
Experience
Moseley Investment Management, Inc. January 1990 - Present
Dean Witter 1986 - 1988
EF Hutton 1983 - 1986
Raymond James 1979 - 1982
Skills
Strategic Financial..., Asset Allocation, Wealth Management..., Investments, Wealth Management, Portfolio Management, Finance, Retirement, Investment Management, Investment Advisory, Estate Planning, Strategic Planning, Stock Picking, Retirement Planning, Financial Analysis, High Net Worth..., Stock Trading, Municipal Bonds, High Yield Bonds, Convertible Bonds, Risk Management, Retirement Savings, Mutual Funds, ETFs, Asset Management, Investment Strategies, Financial Advisory, Securities, Financial Services, Public Speaking, Small Business, Leadership
Education
University of Pennsylvania - The Wharton School 1990 — 1991
C.I.M.A, Finance
University of Florida 1976 — 1979
BSBA, Finance
Moseley Investment Management, Inc. January 1990 - Present
Dean Witter 1986 - 1988
EF Hutton 1983 - 1986
Raymond James 1979 - 1982
Skills
Strategic Financial..., Asset Allocation, Wealth Management..., Investments, Wealth Management, Portfolio Management, Finance, Retirement, Investment Management, Investment Advisory, Estate Planning, Strategic Planning, Stock Picking, Retirement Planning, Financial Analysis, High Net Worth..., Stock Trading, Municipal Bonds, High Yield Bonds, Convertible Bonds, Risk Management, Retirement Savings, Mutual Funds, ETFs, Asset Management, Investment Strategies, Financial Advisory, Securities, Financial Services, Public Speaking, Small Business, Leadership
Education
University of Pennsylvania - The Wharton School 1990 — 1991
C.I.M.A, Finance
University of Florida 1976 — 1979
BSBA, Finance
Calvin Hamler Calvin Hamler's DEAN WITTER Experience 1993 - 1995
Job Managing Partner at Panorama Consulting Solutions
Industry Information Technology and Services
Experience
Panorama Consulting Solutions 2011 - Present
VC Mortgage Banking Equity Group 2010 - 2011
Assurity Financial 2002 - 2010
Electronic Trading Group, LLC 1998 - 2001
John G. Kinnard & Co. - NASDAQ Trading Desk 1997 - 1998
Olde Discount Corporation - NASDAQ Trading Desk 1995 - 1997
Dean Witter 1993 - 1995
Skills
Portfolio Management, Risk Management, Loans, Mortgage Banking, Mortgage Lending, Financial Analysis, Capital Markets, Mergers, Investments, Management Consulting, Contract Negotiation, FHA, Commercial Lending, Venture Capital, Business Development, Credit, Equities, Options, Financial Risk, Trading, Loan Origination, Structured Finance, Real Estate Economics, Mergers & Acquisitions, Sales, Real Estate, Asset Management, Executive Management, Financial Services, Management, Financial Modeling, Private Equity, Valuation, Finance, Derivatives, Change Management, Strategic Planning, Banking, Underwriting, Funding, Due Diligence, Securities, Credit Risk, Strategic Partnerships, Corporate Finance, Credit Analysis, Entrepreneurship, Strategy, Negotiation, Marketing
Education
University of Denver - Daniels College of Business 1991 — 1995
BSBA, Finance, Economics
Panorama Consulting Solutions 2011 - Present
VC Mortgage Banking Equity Group 2010 - 2011
Assurity Financial 2002 - 2010
Electronic Trading Group, LLC 1998 - 2001
John G. Kinnard & Co. - NASDAQ Trading Desk 1997 - 1998
Olde Discount Corporation - NASDAQ Trading Desk 1995 - 1997
Dean Witter 1993 - 1995
Skills
Portfolio Management, Risk Management, Loans, Mortgage Banking, Mortgage Lending, Financial Analysis, Capital Markets, Mergers, Investments, Management Consulting, Contract Negotiation, FHA, Commercial Lending, Venture Capital, Business Development, Credit, Equities, Options, Financial Risk, Trading, Loan Origination, Structured Finance, Real Estate Economics, Mergers & Acquisitions, Sales, Real Estate, Asset Management, Executive Management, Financial Services, Management, Financial Modeling, Private Equity, Valuation, Finance, Derivatives, Change Management, Strategic Planning, Banking, Underwriting, Funding, Due Diligence, Securities, Credit Risk, Strategic Partnerships, Corporate Finance, Credit Analysis, Entrepreneurship, Strategy, Negotiation, Marketing
Education
University of Denver - Daniels College of Business 1991 — 1995
BSBA, Finance, Economics
Bob Nightingale's DEAN WITTER Experience January 1993 - November 1994
Job
Industry Computer Software
Experience
Columbus Consulting International July 2015 - Present
Friends of Silverbrook Cemetery 2007 - Present
JDA Software July 2008 - June 2015
Torex Retail March 2006 - June 2008
JDA Software Group, Inc. November 1997 - March 2006
Comshare November 1997 - June 1998
Platinum Technology November 1994 - November 1997
Dean Witter January 1993 - November 1994
Discount Corp. of NY Futures February 1989 - December 1992
University of Michigan Space Physics Lab May 1985 - August 1986
Skills
Visual Basic, Databases, Unix, Business Intelligence, Integration, Retail, Oracle, Microsoft SQL Server, Physics, Writing, Public Speaking, Web Development, Windows Server, Management, Analysis, .NET, Product Management, Software Documentation, ERP, Program Management, SQL, Troubleshooting, Business Analysis, Enterprise Software, Software Project..., Access, Testing, Project Planning, Requirements Analysis, Windows, Software Implementation, Software Development, Performance Tuning, Database Design, Business Process, Solution Architecture, Data Analysis, Data Warehousing, Pre-sales, Security, Cloud Computing, Agile Methodologies, Professional Services, Enterprise Architecture, Vendor Management, IT Strategy, CRM, Requirements Gathering
Education
University of Michigan 1982 — 1986
BSE, Electrical Engineering
Columbus Consulting International July 2015 - Present
Friends of Silverbrook Cemetery 2007 - Present
JDA Software July 2008 - June 2015
Torex Retail March 2006 - June 2008
JDA Software Group, Inc. November 1997 - March 2006
Comshare November 1997 - June 1998
Platinum Technology November 1994 - November 1997
Dean Witter January 1993 - November 1994
Discount Corp. of NY Futures February 1989 - December 1992
University of Michigan Space Physics Lab May 1985 - August 1986
Skills
Visual Basic, Databases, Unix, Business Intelligence, Integration, Retail, Oracle, Microsoft SQL Server, Physics, Writing, Public Speaking, Web Development, Windows Server, Management, Analysis, .NET, Product Management, Software Documentation, ERP, Program Management, SQL, Troubleshooting, Business Analysis, Enterprise Software, Software Project..., Access, Testing, Project Planning, Requirements Analysis, Windows, Software Implementation, Software Development, Performance Tuning, Database Design, Business Process, Solution Architecture, Data Analysis, Data Warehousing, Pre-sales, Security, Cloud Computing, Agile Methodologies, Professional Services, Enterprise Architecture, Vendor Management, IT Strategy, CRM, Requirements Gathering
Education
University of Michigan 1982 — 1986
BSE, Electrical Engineering
Bruce Byers Bruce Byers's DEAN WITTER Experience January 1991 - January 1993
Job Sales Manager at TDG
Industry Marketing and Advertising
Experience
TDG January 2014 - Present
First Americard January 2007 - Present
Los Angeles area January 2007 - Present
SMITH BARNEY January 1992 - January 2007
Dean Witter January 1991 - January 1993
DEAN WITTER January 1984 - January 1993
Skills
Financial Services, Social Media Marketing, Start-ups, Marketing, Public Speaking, Cold Calling, Outsourcing, Risk Management, Investments, Recruiting, Account Management, CRM, Sales, Management, Training, Marketing Strategy, Sales Management, Strategic Planning, Social Media, New Business Development, Fundraising, Marketing Communications, Customer Service
Education
University of Southern California 1971 — 1976
History
University of Southern California
BA, History
TDG January 2014 - Present
First Americard January 2007 - Present
Los Angeles area January 2007 - Present
SMITH BARNEY January 1992 - January 2007
Dean Witter January 1991 - January 1993
DEAN WITTER January 1984 - January 1993
Skills
Financial Services, Social Media Marketing, Start-ups, Marketing, Public Speaking, Cold Calling, Outsourcing, Risk Management, Investments, Recruiting, Account Management, CRM, Sales, Management, Training, Marketing Strategy, Sales Management, Strategic Planning, Social Media, New Business Development, Fundraising, Marketing Communications, Customer Service
Education
University of Southern California 1971 — 1976
History
University of Southern California
BA, History
John Velek ஃ TOP 4% Viewed Profiles! John Velek ஃ TOP 4% Viewed Profiles!'s DEAN WITTER Experience December 1984 - May 1991
Job Master Salesman, SVP/Senior Financial Services Sales Executive/Sales Mgr., Accepting opportunities to help company grow.
Industry Financial Services
Experience
Johnny Wolf Promos June 2010 - Present
Stockbroker, Investment Advisor, Managed Money Consultant December 1984 - Present
Film Actor and Voice Over Talent 1999 - October 2013
Master salesman, life coach and mentor 1960 - 2013
M A Apparel & Promotions November 2009 - June 2010
Prudential Financial, Stifel Nicolaus 2000 - 2009
John G. Kinnard & Co. May 1991 - February 2000
Professional Football Hall of Fame Canton, OH January 2000 - January 2000
Dean Witter December 1984 - May 1991
Chef Hobby 1976 - 1983
Skills
Leadership, Account Management, New Business Development, Sales, Advertising, Sales Operations, Sales Management, Investments, Program Management, Cold Calling, Corporate Communications, Financial Services, B2B, Contract Negotiation, Customer Retention, Direct Sales, Customer Service, Entrepreneurship, Executive Management, Finance, Financial Analysis, Management, Management Consulting, Market Research, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Negotiation, Process Improvement, Project Management, Promotions, Recruiting, Retirement, Selling, Small Business, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Time Management, Asset Allocation, Budgets, Business Development, Business Planning, Business Strategy, CRM, Coaching
Education
University of Minnesota-Twin Cities 1981 — 1983
BA, Econometrics and Quantitative Analysis B.A.
University of Wisconsin-La Crosse 1979 — 1981
n/a, Business Administration
Edina East
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Johnny Wolf Promos June 2010 - Present
Stockbroker, Investment Advisor, Managed Money Consultant December 1984 - Present
Film Actor and Voice Over Talent 1999 - October 2013
Master salesman, life coach and mentor 1960 - 2013
M A Apparel & Promotions November 2009 - June 2010
Prudential Financial, Stifel Nicolaus 2000 - 2009
John G. Kinnard & Co. May 1991 - February 2000
Professional Football Hall of Fame Canton, OH January 2000 - January 2000
Dean Witter December 1984 - May 1991
Chef Hobby 1976 - 1983
Skills
Leadership, Account Management, New Business Development, Sales, Advertising, Sales Operations, Sales Management, Investments, Program Management, Cold Calling, Corporate Communications, Financial Services, B2B, Contract Negotiation, Customer Retention, Direct Sales, Customer Service, Entrepreneurship, Executive Management, Finance, Financial Analysis, Management, Management Consulting, Market Research, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Negotiation, Process Improvement, Project Management, Promotions, Recruiting, Retirement, Selling, Small Business, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Time Management, Asset Allocation, Budgets, Business Development, Business Planning, Business Strategy, CRM, Coaching
Education
University of Minnesota-Twin Cities 1981 — 1983
BA, Econometrics and Quantitative Analysis B.A.
University of Wisconsin-La Crosse 1979 — 1981
n/a, Business Administration
Edina East
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jim Pittenger's DEAN WITTER Experience January 1976 - June 1995
Job Chairman & CEO
Industry Financial Services
Experience
Pittenger & Anderson, Inc. June 1995 - Present
Dean Witter January 1976 - June 1995
Skills
Commercial Pilot, Financial Planning, Finra Arbitrator, Estate Planning, Executive Management, Investment Strategies, Capital Raising, Alternative Investments, Investment Management, Entrepreneurship, Investments, Asset Allocation, ETFs, Wealth Management, Financial Advisory, High Net Worth..., Start-ups, Asset Managment
Education
University of Nebraska-Lincoln 1966 — 1970
BS, Marketing & Finance
Pittenger & Anderson, Inc. June 1995 - Present
Dean Witter January 1976 - June 1995
Skills
Commercial Pilot, Financial Planning, Finra Arbitrator, Estate Planning, Executive Management, Investment Strategies, Capital Raising, Alternative Investments, Investment Management, Entrepreneurship, Investments, Asset Allocation, ETFs, Wealth Management, Financial Advisory, High Net Worth..., Start-ups, Asset Managment
Education
University of Nebraska-Lincoln 1966 — 1970
BS, Marketing & Finance
Jeff Swinson Jeff Swinson's DEAN WITTER Experience 1979 - 1981
Job Wealth Management Professional
Industry Financial Services
Experience
The Community of DJS June 2003 - Present
Northwestern Lake Forest Hospital 2009 - 2011
Northwestern Mutual 2002 - 2003
Raymond James 2001 - 2001
UBS Wealth Management 1992 - 2001
Tucker Anthony Inc 1988 - 1992
Lehman Brothers 1981 - 1988
Dean Witter 1979 - 1981
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1976
MBA, Investments and Accounting
University of Illinois at Urbana-Champaign 1965 — 1970
Bachelor, Engineering
The Community of DJS June 2003 - Present
Northwestern Lake Forest Hospital 2009 - 2011
Northwestern Mutual 2002 - 2003
Raymond James 2001 - 2001
UBS Wealth Management 1992 - 2001
Tucker Anthony Inc 1988 - 1992
Lehman Brothers 1981 - 1988
Dean Witter 1979 - 1981
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1976
MBA, Investments and Accounting
University of Illinois at Urbana-Champaign 1965 — 1970
Bachelor, Engineering
Mike Dubnoff Mike Dubnoff's DEAN WITTER Experience 1981 - 1989
Job Owner at Dubnoff Wedding Photography
Industry Photography
Experience
Dubnoff Wedding Photography January 1979 - Present
Dean Witter 1981 - 1989
Skills
Weddings, Portraits, Photos, Portrait Photography, Commercial Photography, Fine Art Photography, Photography, Wedding Photography, Headshots, Event Photography, Photojournalism, Digital Photography, Senior Portraits, Video, Video Production, Environmental..., Studio Lighting, Lifestyle Photography, Boudoir, Film, Corporate Events, Editorial, Black & White, Studio Photography, Celebrity, Architectural..., Documentaries, Fine Art, Sports Photography, Wedding Photojournalism, Still Life, Advertising, Photo Shoots, Mac, Video Editing, Art, Lighting, On Location, Videography, Anniversaries, Parties, Web Design, Graphic Design, Travel Photography, Fashion Photography, Landscape Photography
Education
University of San Francisco 1978 — 1981
MBA and BS, Business
Ygnacio Valley High 1973 — 1976
High School Diploma, General Studies
Dubnoff Wedding Photography January 1979 - Present
Dean Witter 1981 - 1989
Skills
Weddings, Portraits, Photos, Portrait Photography, Commercial Photography, Fine Art Photography, Photography, Wedding Photography, Headshots, Event Photography, Photojournalism, Digital Photography, Senior Portraits, Video, Video Production, Environmental..., Studio Lighting, Lifestyle Photography, Boudoir, Film, Corporate Events, Editorial, Black & White, Studio Photography, Celebrity, Architectural..., Documentaries, Fine Art, Sports Photography, Wedding Photojournalism, Still Life, Advertising, Photo Shoots, Mac, Video Editing, Art, Lighting, On Location, Videography, Anniversaries, Parties, Web Design, Graphic Design, Travel Photography, Fashion Photography, Landscape Photography
Education
University of San Francisco 1978 — 1981
MBA and BS, Business
Ygnacio Valley High 1973 — 1976
High School Diploma, General Studies
Robert Cotter Robert Cotter's DEAN WITTER Experience December 1992 - November 1996
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2008 - Present
Morgan Stanley Smith Barney November 1996 - August 2008
Dean Witter December 1992 - November 1996
PSNH/Northeast Utilities 1987 - 1991
PSNH/Northeast Utilities 1987 - 1991
Education
University of Massachusetts Lowell 1980 — 1987
MS, physics
University of Massachusetts Lowell 1984 — 1985
MS, Radiological Health Physics
University of Massachusetts Lowell 1979 — 1985
University of Massachusetts Lowell 1980 — 1984
BS, Radiological Sciences
Wells Fargo Advisors August 2008 - Present
Morgan Stanley Smith Barney November 1996 - August 2008
Dean Witter December 1992 - November 1996
PSNH/Northeast Utilities 1987 - 1991
PSNH/Northeast Utilities 1987 - 1991
Education
University of Massachusetts Lowell 1980 — 1987
MS, physics
University of Massachusetts Lowell 1984 — 1985
MS, Radiological Health Physics
University of Massachusetts Lowell 1979 — 1985
University of Massachusetts Lowell 1980 — 1984
BS, Radiological Sciences
Marcy Rich Marcy Rich's DEAN WITTER Experience January 1992 - September 1994
Job Operations Specialist at PCBB Capital Markets
Industry Financial Services
Experience
PCBB Capital Markets April 2009 - Present
Charles Schwab July 2008 - December 2008
Bear Stearns April 2001 - September 2007
Bridge Information Systems November 1994 - March 2001
Dean Witter January 1992 - September 1994
Shearson Lehman Hutton October 1985 - December 1991
Skills
Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Financial Services, Banking, Series 7, Options, Portfolio Management, Securities, Capital Markets, Bloomberg, Derivatives, Trading Systems, Prime Brokerage, Strategy, Investments, Business Analysis
Education
University of Miami 1975 — 1979
Bachelor of Music, Music Merchandising
PCBB Capital Markets April 2009 - Present
Charles Schwab July 2008 - December 2008
Bear Stearns April 2001 - September 2007
Bridge Information Systems November 1994 - March 2001
Dean Witter January 1992 - September 1994
Shearson Lehman Hutton October 1985 - December 1991
Skills
Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Financial Services, Banking, Series 7, Options, Portfolio Management, Securities, Capital Markets, Bloomberg, Derivatives, Trading Systems, Prime Brokerage, Strategy, Investments, Business Analysis
Education
University of Miami 1975 — 1979
Bachelor of Music, Music Merchandising
Vincent Tummarello's DEAN WITTER Experience February 1994 - December 1997
Job Vice President Senior Accountant at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing April 2013 - Present
Bijoux International, Inc. January 2012 - March 2013
Ultimate Services Inc. February 2009 - January 2012
Fiserv January 2002 - August 2007
Dean Witter February 1994 - December 1997
Skills
Strategic Planning, Accounting, Financial Analysis, Financial Reporting, Budgets, Inventory Management, Finance, Auditing, Forecasting, Internal Controls, Cash Management, Financial Modeling, Process Improvement, Financial Services, Banking, Corporate Finance, Analysis, Account Reconciliation, Financial Accounting, Leadership, Microsoft Excel, Management, Vendor Management, Business Analysis
Education
University of Scranton 1986 — 1990
BS, Accounting
St Joseph's High School Metuchen NJ 1982 — 1986
Albridge, an Affiliate of Pershing April 2013 - Present
Bijoux International, Inc. January 2012 - March 2013
Ultimate Services Inc. February 2009 - January 2012
Fiserv January 2002 - August 2007
Dean Witter February 1994 - December 1997
Skills
Strategic Planning, Accounting, Financial Analysis, Financial Reporting, Budgets, Inventory Management, Finance, Auditing, Forecasting, Internal Controls, Cash Management, Financial Modeling, Process Improvement, Financial Services, Banking, Corporate Finance, Analysis, Account Reconciliation, Financial Accounting, Leadership, Microsoft Excel, Management, Vendor Management, Business Analysis
Education
University of Scranton 1986 — 1990
BS, Accounting
St Joseph's High School Metuchen NJ 1982 — 1986
Joe Vario Joe Vario's DEAN WITTER Experience January 1990 - November 1994
Job Unemployed; Actively looking for employment
Industry Alternative Medicine
Experience
Actively looking for employment January 2015 - Present
Longevity Plus April 2013 - December 2014
Miracle Ear January 2009 - January 2013
Enterprise Rent-A-Car November 2004 - January 2009
Longevity Plus/Gordon Research December 2003 - November 2004
Chili's March 2002 - December 2003
Biological Technologies International January 2000 - November 2001
Dean Witter January 1990 - November 1994
Skills
Customer Service, Sales, Team Building, Management, Merchandising, Sales Management, Healthcare, Account Management, Advertising, Social Networking, Strategic Planning, Budgets, Employee Benefits, Marketing, Marketing Strategy, Real Estate, Online Marketing, Email Marketing
Education
University of Nevada-Reno 1982 — 1986
Bachelor of Science in Business Administration, Finance and Financial Management Services
Actively looking for employment January 2015 - Present
Longevity Plus April 2013 - December 2014
Miracle Ear January 2009 - January 2013
Enterprise Rent-A-Car November 2004 - January 2009
Longevity Plus/Gordon Research December 2003 - November 2004
Chili's March 2002 - December 2003
Biological Technologies International January 2000 - November 2001
Dean Witter January 1990 - November 1994
Skills
Customer Service, Sales, Team Building, Management, Merchandising, Sales Management, Healthcare, Account Management, Advertising, Social Networking, Strategic Planning, Budgets, Employee Benefits, Marketing, Marketing Strategy, Real Estate, Online Marketing, Email Marketing
Education
University of Nevada-Reno 1982 — 1986
Bachelor of Science in Business Administration, Finance and Financial Management Services
Eric Gaddy's DEAN WITTER Experience February 1994 - September 1995
Job President/Owner Ethos Wealth Group
Industry Investment Management
Experience
Ethos Wealth Group August 2010 - Present
First Citizens Bank Investor Services September 1995 - July 2010
Dean Witter February 1994 - September 1995
Skills
CRPC Chartered..., Dean Witter Graduate..., Financial Advisory, Asset Allocation, Retirement Planning, Project Management, CRPC, Keeping It Simple, Straight Talking, NO BS, No Corporate Agenda, Independent Thinking, Independent Financial...
Education
University of North Carolina at Pembroke
BA, Economics
Ethos Wealth Group August 2010 - Present
First Citizens Bank Investor Services September 1995 - July 2010
Dean Witter February 1994 - September 1995
Skills
CRPC Chartered..., Dean Witter Graduate..., Financial Advisory, Asset Allocation, Retirement Planning, Project Management, CRPC, Keeping It Simple, Straight Talking, NO BS, No Corporate Agenda, Independent Thinking, Independent Financial...
Education
University of North Carolina at Pembroke
BA, Economics
Karl Garrett Karl Garrett's DEAN WITTER Experience September 1993 - September 1995
Job Trade Operations Manager with experience managing staff within Alternative Investments
Industry Financial Services
Experience
Self Improvement January 2014 - Present
BNY Mellon (via Intl. Market Recruiters and Virtusa Corporation) October 2010 - December 2013
BNP Paribas August 2005 - October 2010
International Funds Services June 2003 - May 2005
PFPC Inc., PNC Financial Services Group, Inc. August 1999 - June 2003
CIBC World Markets International Limited April 1998 - June 1999
J.P. Morgan September 1995 - February 1998
Dean Witter September 1993 - September 1995
Skills
Fund Of Funds, Hedge Funds, Team-oriented, Global Custody, Project Management, Problem Solving, Fund Administration, Business Analysis, Process Improvement, Training, Relating to Clients, Equity Derivatives, Alternative Investments, Series 7, Derivatives, Leadership, Asset Management, Financial Services, Structured Products, Middle Office, Portfolio Management
Education
University of Maryland College Park
BA, Economics
Self Improvement January 2014 - Present
BNY Mellon (via Intl. Market Recruiters and Virtusa Corporation) October 2010 - December 2013
BNP Paribas August 2005 - October 2010
International Funds Services June 2003 - May 2005
PFPC Inc., PNC Financial Services Group, Inc. August 1999 - June 2003
CIBC World Markets International Limited April 1998 - June 1999
J.P. Morgan September 1995 - February 1998
Dean Witter September 1993 - September 1995
Skills
Fund Of Funds, Hedge Funds, Team-oriented, Global Custody, Project Management, Problem Solving, Fund Administration, Business Analysis, Process Improvement, Training, Relating to Clients, Equity Derivatives, Alternative Investments, Series 7, Derivatives, Leadership, Asset Management, Financial Services, Structured Products, Middle Office, Portfolio Management
Education
University of Maryland College Park
BA, Economics
Gabriel Dellevigne Gabriel Dellevigne's DEAN WITTER Experience January 1986 - April 1989
Job Senior Manager, SAP Logistics at Dole Packaged Foods, LLC
Industry Food & Beverages
Experience
Dole Packaged Foods, LLC June 2014 - Present
Dole Fresh Fruit Company August 2011 - June 2014
Brown Shoe Company October 2009 - July 2011
Monsanto October 1997 - October 2009
Cooper Industries Ltd. April 1989 - October 1997
Dean Witter January 1986 - April 1989
Skills
ERP, SAP, Business Process, SAP ERP, Cross-functional Team..., Materials Management, Enterprise Software, SAP R/3, Project Management, Procurement, Management, PMO, SAP Implementation, SAP MM, SAP SD, Business Process..., SAP Security..., ABAP, Business Intelligence, Integration, Photoshop, Cross-functional..., SD, Process Improvement, SAP BW, IDOC, Requirements Analysis
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Dole Packaged Foods, LLC June 2014 - Present
Dole Fresh Fruit Company August 2011 - June 2014
Brown Shoe Company October 2009 - July 2011
Monsanto October 1997 - October 2009
Cooper Industries Ltd. April 1989 - October 1997
Dean Witter January 1986 - April 1989
Skills
ERP, SAP, Business Process, SAP ERP, Cross-functional Team..., Materials Management, Enterprise Software, SAP R/3, Project Management, Procurement, Management, PMO, SAP Implementation, SAP MM, SAP SD, Business Process..., SAP Security..., ABAP, Business Intelligence, Integration, Photoshop, Cross-functional..., SD, Process Improvement, SAP BW, IDOC, Requirements Analysis
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Dr. Richard Wolodkowicz Dr. Richard Wolodkowicz's DEAN WITTER Experience 1988 - 1989
Job Senior Vice President at CITI
Industry Professional Training & Coaching
Experience
CITI September 2013 - Present
Ramapo College of New Jersey August 2010 - Present
Mind, Body and Goal LLC February 2008 - Present
Credit Suisse August 2008 - September 2013
University of Phoenix September 2009 - June 2012
Barclays Capital October 2005 - June 2008
University of Phoenix April 2003 - March 2008
Deutsche Bank February 1999 - October 2005
Bankers Trust Company December 1990 - February 1999
Dean Witter 1988 - 1989
Skills
Coaching, Leadership Development, Business Analysis, SDLC, Project Management, Change Management, Program Management, Project Planning, Budgets, Strategy, Leadership, Management Consulting, Training, Management, Process Improvement, Business Process..., Risk Management, Team Building, Strategic Planning, Organizational..., Vendor Management, Analysis, Business Strategy, Team Leadership, PMO, Requirements Analysis, Data Analysis, Software Project..., Banking, Governance, Analytics, Project Portfolio..., IT Strategy, CRM, Business Intelligence, PMP, Information Technology, Visio, Consulting, Outsourcing, Integration, Business Process, IT Management, People Skills, Cross-functional Team..., Resource Management, Business Transformation, Software Documentation, MS Project, Requirements Gathering
Education
University of Phoenix 2003 — 2008
Doctorate of Management, Leadership and Organizational Behavior
New York University - Leonard N. Stern School of Business 1994 — 1998
M.B.A., Management and Information Systems
Saint John's University 1982 — 1986
BS, Mathematics
Archibishop Molloy 1978 — 1982
CITI September 2013 - Present
Ramapo College of New Jersey August 2010 - Present
Mind, Body and Goal LLC February 2008 - Present
Credit Suisse August 2008 - September 2013
University of Phoenix September 2009 - June 2012
Barclays Capital October 2005 - June 2008
University of Phoenix April 2003 - March 2008
Deutsche Bank February 1999 - October 2005
Bankers Trust Company December 1990 - February 1999
Dean Witter 1988 - 1989
Skills
Coaching, Leadership Development, Business Analysis, SDLC, Project Management, Change Management, Program Management, Project Planning, Budgets, Strategy, Leadership, Management Consulting, Training, Management, Process Improvement, Business Process..., Risk Management, Team Building, Strategic Planning, Organizational..., Vendor Management, Analysis, Business Strategy, Team Leadership, PMO, Requirements Analysis, Data Analysis, Software Project..., Banking, Governance, Analytics, Project Portfolio..., IT Strategy, CRM, Business Intelligence, PMP, Information Technology, Visio, Consulting, Outsourcing, Integration, Business Process, IT Management, People Skills, Cross-functional Team..., Resource Management, Business Transformation, Software Documentation, MS Project, Requirements Gathering
Education
University of Phoenix 2003 — 2008
Doctorate of Management, Leadership and Organizational Behavior
New York University - Leonard N. Stern School of Business 1994 — 1998
M.B.A., Management and Information Systems
Saint John's University 1982 — 1986
BS, Mathematics
Archibishop Molloy 1978 — 1982
David Govrin David Govrin's DEAN WITTER Experience April 1986 - April 1989
Job Berkshire Hathaway Reinsurance Group
Industry Financial Services
Experience
Berkshire Hathaway Reinsurance Group April 2010 - Present
Hudson Insurance Capital Partners September 2007 - April 2009
Sierra Re Advisors, LLC September 2006 - April 2009
Ritchie Capital Management February 2005 - September 2006
Citibank June 2002 - October 2004
Goldman Sachs January 1997 - June 2002
Guy Carpenter April 1989 - January 1997
Dean Witter April 1986 - April 1989
Horizon Bank June 1985 - April 1986
Skills
Underwriting, Sales, Accounting, Financial Risk, Portfolio Management, Securitization, Structured Finance, Capital Markets, Insurance, Reinsurance, Derivatives, Property & Casualty..., Hedge Funds, Property, Risk Management, Mergers & Acquisitions, Private Equity, Alternative Investments, Brokers, Entrepreneurship, New Business Development, Capital, Investments, Management, Mergers, Fixed Income, Mutual Funds, Enterprise Risk..., General Insurance, Excess, Alternative Risk, Credit
Education
New York University 1987 — 1992
MBA, Finance/International Business
University of Denver 1981 — 1985
BSBA, Real Estate Finance
School name:
Berkshire Hathaway Reinsurance Group April 2010 - Present
Hudson Insurance Capital Partners September 2007 - April 2009
Sierra Re Advisors, LLC September 2006 - April 2009
Ritchie Capital Management February 2005 - September 2006
Citibank June 2002 - October 2004
Goldman Sachs January 1997 - June 2002
Guy Carpenter April 1989 - January 1997
Dean Witter April 1986 - April 1989
Horizon Bank June 1985 - April 1986
Skills
Underwriting, Sales, Accounting, Financial Risk, Portfolio Management, Securitization, Structured Finance, Capital Markets, Insurance, Reinsurance, Derivatives, Property & Casualty..., Hedge Funds, Property, Risk Management, Mergers & Acquisitions, Private Equity, Alternative Investments, Brokers, Entrepreneurship, New Business Development, Capital, Investments, Management, Mergers, Fixed Income, Mutual Funds, Enterprise Risk..., General Insurance, Excess, Alternative Risk, Credit
Education
New York University 1987 — 1992
MBA, Finance/International Business
University of Denver 1981 — 1985
BSBA, Real Estate Finance
School name:
John D'Alto's DEAN WITTER Experience 1991 - 1995
Job Owner and Developer, JLS Consulting
Industry Computer Software
Experience
JLS Consulting May 2012 - Present
CareAnyware March 2011 - May 2012
Symantec July 2009 - March 2011
CareAnyware November 2008 - July 2009
Symantec/Veritas February 2002 - August 2008
Storability September 2000 - November 2001
Pandesic February 2000 - September 2000
JPMorgan Chase March 1998 - February 2000
Siemens/Pyramid Technology 1995 - 1998
Dean Witter 1991 - 1995
Skills
.NET, Visual Studio, JavaScript, Agile, HTML, XML, SQL Server, SQL, Web Services, C#, AJAX, ASP, Unix, Solaris, Storage Management, Web Development, CSS, Web 2.0, Software Development, Windows, Storage, High Availability, Software Engineering, Product Management, ASP.NET, PHP, Symfony, Doctrine, Twig, NetBeans, Git, Telerik, MVC, MVP, MVVM, LINQ, MySQL, XAMPP, WAMP, LAMP, Microsoft SQL Server, Cloud Computing, Disaster Recovery, Agile Methodologies, Entity Framework, jQuery, Web Applications, VMware, Architecture, Data Center
Education
University of Florida
BSEE, Electrical Engineering
JLS Consulting May 2012 - Present
CareAnyware March 2011 - May 2012
Symantec July 2009 - March 2011
CareAnyware November 2008 - July 2009
Symantec/Veritas February 2002 - August 2008
Storability September 2000 - November 2001
Pandesic February 2000 - September 2000
JPMorgan Chase March 1998 - February 2000
Siemens/Pyramid Technology 1995 - 1998
Dean Witter 1991 - 1995
Skills
.NET, Visual Studio, JavaScript, Agile, HTML, XML, SQL Server, SQL, Web Services, C#, AJAX, ASP, Unix, Solaris, Storage Management, Web Development, CSS, Web 2.0, Software Development, Windows, Storage, High Availability, Software Engineering, Product Management, ASP.NET, PHP, Symfony, Doctrine, Twig, NetBeans, Git, Telerik, MVC, MVP, MVVM, LINQ, MySQL, XAMPP, WAMP, LAMP, Microsoft SQL Server, Cloud Computing, Disaster Recovery, Agile Methodologies, Entity Framework, jQuery, Web Applications, VMware, Architecture, Data Center
Education
University of Florida
BSEE, Electrical Engineering
Ira M. Shapiro's DEAN WITTER Experience September 1991 - October 1996
Job Registered Principal at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC, Member SIPC April 2002 - Present
Wachovia Securities, LLC April 2002 - May 2009
A.G. Edwards April 2002 - March 2008
Prudential Securities October 1996 - April 2002
Dean Witter September 1991 - October 1996
U.S. Marine Corps May 1986 - September 1991
Skills
Retirement Planning, Investments, 401k, Retirement, Wealth, Mutual Funds, Portfolio Management, IRAs, Financial Advisory, Finance, Small Business, Estate Planning, Fixed Annuities, Tax, Strategic Financial..., Strategic Planning, Leadership, Securities, Series 7, Life Insurance, Wealth Management, Risk Management, Disability Insurance, Asset Allocation, Investment Strategies, Series 63, Alternative Investments, Series 65, Investment Advisory, Financial Planners, Insurance, Asset Management, FINRA, Mortgage Lending, Long-term Care, Equities, Uniform Combined State..., Financial Analysis, Relationship Management, Credit, Term Life Insurance, Estate Tax Planning, Financial Modeling, 529 Plans, Private Equity, Wealth Management..., Saving for Education, 401k Rollovers, College Savings Plans, Financial Planning
Education
University of Nebraska-Lincoln 1982 — 1986
B.S., Business Admin - Finance
Omaha Westside 1978 — 1982
H.S. Diploma, Business Administration with Emphasis in Finance
Wells Fargo Advisors Financial Network, LLC, Member SIPC April 2002 - Present
Wachovia Securities, LLC April 2002 - May 2009
A.G. Edwards April 2002 - March 2008
Prudential Securities October 1996 - April 2002
Dean Witter September 1991 - October 1996
U.S. Marine Corps May 1986 - September 1991
Skills
Retirement Planning, Investments, 401k, Retirement, Wealth, Mutual Funds, Portfolio Management, IRAs, Financial Advisory, Finance, Small Business, Estate Planning, Fixed Annuities, Tax, Strategic Financial..., Strategic Planning, Leadership, Securities, Series 7, Life Insurance, Wealth Management, Risk Management, Disability Insurance, Asset Allocation, Investment Strategies, Series 63, Alternative Investments, Series 65, Investment Advisory, Financial Planners, Insurance, Asset Management, FINRA, Mortgage Lending, Long-term Care, Equities, Uniform Combined State..., Financial Analysis, Relationship Management, Credit, Term Life Insurance, Estate Tax Planning, Financial Modeling, 529 Plans, Private Equity, Wealth Management..., Saving for Education, 401k Rollovers, College Savings Plans, Financial Planning
Education
University of Nebraska-Lincoln 1982 — 1986
B.S., Business Admin - Finance
Omaha Westside 1978 — 1982
H.S. Diploma, Business Administration with Emphasis in Finance
Jeff Westergaard's DEAN WITTER Experience May 1987 - October 1993
Job at Morningstar
Industry Research
Experience
Morningstar May 2011 - Present
First Trust Portfolios LP November 2005 - May 2011
UBS AG October 1993 - October 2005
UBS Financial Services Inc 1993 - 2005
Paine Webber January 1995 - October 2000
Dean Witter May 1987 - October 1993
E.F. Hutton December 1985 - May 1987
J.F Hartfield & Co. June 1982 - December 1985
Skills
Securities, Fixed Income, Financial Markets, Analysis, Trading, Investments, Capital Markets
Education
Van Meter Community High School 1974 — 1984
University of Iowa 1978 — 1982
BBA, Economics, Finance
Morningstar May 2011 - Present
First Trust Portfolios LP November 2005 - May 2011
UBS AG October 1993 - October 2005
UBS Financial Services Inc 1993 - 2005
Paine Webber January 1995 - October 2000
Dean Witter May 1987 - October 1993
E.F. Hutton December 1985 - May 1987
J.F Hartfield & Co. June 1982 - December 1985
Skills
Securities, Fixed Income, Financial Markets, Analysis, Trading, Investments, Capital Markets
Education
Van Meter Community High School 1974 — 1984
University of Iowa 1978 — 1982
BBA, Economics, Finance
Dave Ziebarth's DEAN WITTER Experience January 1979 - December 1985
Job President at Insulating Coatings Corporation
Industry Building Materials
Experience
Insulating Coatings Corporation January 2005 - Present
D.L.Ziebarth Marketing, Inc. March 1986 - Present
Dean Witter January 1979 - December 1985
Education
University of Florida 1973 — 1975
none, Business
Insulating Coatings Corporation January 2005 - Present
D.L.Ziebarth Marketing, Inc. March 1986 - Present
Dean Witter January 1979 - December 1985
Education
University of Florida 1973 — 1975
none, Business
Peter Orlando's DEAN WITTER Experience 1986 - 1989
Job Director, Sales & Marketing at EdgeWater Power Boats
Industry Maritime
Experience
EdgeWater Power Boats November 2008 - Present
EdgeWater Power Boats June 2000 - November 2008
Bosun's Marine April 1994 - December 1999
WHDH-AM 1992 - 1994
National Hockey League 1992 - 1994
WHDH-AM Talk radio 1990 - 1992
Dean Witter 1986 - 1989
Jimmy Fund at the Dana Farber Cancer Institute 1984 - 1986
WRKO-AM Talk Radio 1981 - 1985
Skills
Sales Management, Boat, Trade Shows, Marketing Strategy, New Business Development, B2B, Market Planning, Negotiation, Customer Relations, Product Development, Online Marketing, Lead Generation, Event Management, Key Account Development, Boating, Consultative Selling, Account Management, Marketing Communications, Key Account Management, Strategic Planning, Advertising, P&L Management, Contract Negotiations, Brand Development, Sponsorship, Event Marketing, Event Planning, Sales Support, Customer Service, Territory, Market Research, Integrated Marketing, Social Media, Budgeting, Contract Negotiation, Retail, Team Building, Pricing, Budget Management, Strategy Development, Creative Development, B2C, Advertising Sales, Budgets, Maritime, Marketing, Sales, Sales Operations, Selling, Yachting
Education
University of Massachusetts Boston 1978 — 1982
BA, Political Science
EdgeWater Power Boats November 2008 - Present
EdgeWater Power Boats June 2000 - November 2008
Bosun's Marine April 1994 - December 1999
WHDH-AM 1992 - 1994
National Hockey League 1992 - 1994
WHDH-AM Talk radio 1990 - 1992
Dean Witter 1986 - 1989
Jimmy Fund at the Dana Farber Cancer Institute 1984 - 1986
WRKO-AM Talk Radio 1981 - 1985
Skills
Sales Management, Boat, Trade Shows, Marketing Strategy, New Business Development, B2B, Market Planning, Negotiation, Customer Relations, Product Development, Online Marketing, Lead Generation, Event Management, Key Account Development, Boating, Consultative Selling, Account Management, Marketing Communications, Key Account Management, Strategic Planning, Advertising, P&L Management, Contract Negotiations, Brand Development, Sponsorship, Event Marketing, Event Planning, Sales Support, Customer Service, Territory, Market Research, Integrated Marketing, Social Media, Budgeting, Contract Negotiation, Retail, Team Building, Pricing, Budget Management, Strategy Development, Creative Development, B2C, Advertising Sales, Budgets, Maritime, Marketing, Sales, Sales Operations, Selling, Yachting
Education
University of Massachusetts Boston 1978 — 1982
BA, Political Science
Judy Hartong's DEAN WITTER Experience February 1977 - May 1987
Job Administrative Director at JM Horseman Group
Industry Financial Services
Experience
JM Horseman Group August 2002 - Present
Prudential Securities August 2000 - August 2002
Morgan Stanley Dean Witter February 2000 - August 2000
Robert W. Baird August 1993 - July 1997
Shearson Lehmann May 1987 - August 1990
Dean Witter February 1977 - May 1987
Education
University of Nebraska at Omaha 1977 — 1979
Business
JM Horseman Group August 2002 - Present
Prudential Securities August 2000 - August 2002
Morgan Stanley Dean Witter February 2000 - August 2000
Robert W. Baird August 1993 - July 1997
Shearson Lehmann May 1987 - August 1990
Dean Witter February 1977 - May 1987
Education
University of Nebraska at Omaha 1977 — 1979
Business
Richard Feit's DEAN WITTER Experience 1980 - 1985
Job Trading strategy and sytems developer
Industry Investment Management
Experience
Swingtrader.com May 2006 - Present
Relative Value LLC February 2000 - November 2005
Millennium Partners February 2000 - November 2005
Laterman Companies February 1994 - February 2000
Cohen Feit & Co 1985 - 1990
Dean Witter 1980 - 1985
Blyth Eastman Dillon 1975 - 1980
Skills
Hedge Funds, Trading, Investments, Derivatives, Options, Mutual Funds, Alternative Investments, Equities, Hedging, ETFs, Trading Systems, Portfolio Management, Fixed Income, Asset Management, Investment Banking, Bloomberg
Education
University of Pittsburgh 1959 — 1963
Bachelor of Science (BSc), Chemical Engineering
Stuyvesant High School 1955 — 1959
Science major diploma
Swingtrader.com May 2006 - Present
Relative Value LLC February 2000 - November 2005
Millennium Partners February 2000 - November 2005
Laterman Companies February 1994 - February 2000
Cohen Feit & Co 1985 - 1990
Dean Witter 1980 - 1985
Blyth Eastman Dillon 1975 - 1980
Skills
Hedge Funds, Trading, Investments, Derivatives, Options, Mutual Funds, Alternative Investments, Equities, Hedging, ETFs, Trading Systems, Portfolio Management, Fixed Income, Asset Management, Investment Banking, Bloomberg
Education
University of Pittsburgh 1959 — 1963
Bachelor of Science (BSc), Chemical Engineering
Stuyvesant High School 1955 — 1959
Science major diploma
Christine Edwards's DEAN WITTER Experience January 1990 - June 1997
Job Capital Partner, Winston & Strawn
Industry Law Practice
Experience
BMO Financial Group September 2010 - Present
Winston & Strawn LLP August 2003 - Present
Rush University Medical Center 2001 - Present
University of Maryland School of Law March 1995 - Present
Bank One April 2000 - August 2003
ABN AMRO September 1999 - March 2000
Morgan Stanley June 1996 - June 1999
Dean Witter January 1990 - June 1997
Skills
Board Governance, Bank Regulation and..., Financial Regulatory, Internal and special..., Banking Law, Corporate Governance, Defense, Mergers, Securities Regulation, Corporate Law, Legal Writing, Financial Services, Asset Management, Capital Markets, Corporate Finance, Investments, Venture Capital, Private Equity, Hedge Funds, Strategy, Alternative Investments, Mergers & Acquisitions, Executive Management, Due Diligence, Arbitration, Joint Ventures, Securities, Public Policy, Financial Risk, IPO
Education
University of Maryland Francis King Carey School of Law 1979 — 1983
J. D., Law, with Honors
BMO Financial Group September 2010 - Present
Winston & Strawn LLP August 2003 - Present
Rush University Medical Center 2001 - Present
University of Maryland School of Law March 1995 - Present
Bank One April 2000 - August 2003
ABN AMRO September 1999 - March 2000
Morgan Stanley June 1996 - June 1999
Dean Witter January 1990 - June 1997
Skills
Board Governance, Bank Regulation and..., Financial Regulatory, Internal and special..., Banking Law, Corporate Governance, Defense, Mergers, Securities Regulation, Corporate Law, Legal Writing, Financial Services, Asset Management, Capital Markets, Corporate Finance, Investments, Venture Capital, Private Equity, Hedge Funds, Strategy, Alternative Investments, Mergers & Acquisitions, Executive Management, Due Diligence, Arbitration, Joint Ventures, Securities, Public Policy, Financial Risk, IPO
Education
University of Maryland Francis King Carey School of Law 1979 — 1983
J. D., Law, with Honors
Mark Gervig's DEAN WITTER Experience December 1986 - August 1989
Job Vice President, Institutional Asset Managment Group Retirement Solutions Sales Manager
Industry Financial Services
Experience
PNC July 2014 - Present
BB&T (Branch Bank & Trust) June 2011 - June 2014
Eastern Bank - Wealth Management January 2007 - February 2011
Fidelity Investments August 1989 - December 2006
Dean Witter December 1986 - August 1989
Education
University of Miami - School of Business
Bachelors of Business Administration, Management
PNC July 2014 - Present
BB&T (Branch Bank & Trust) June 2011 - June 2014
Eastern Bank - Wealth Management January 2007 - February 2011
Fidelity Investments August 1989 - December 2006
Dean Witter December 1986 - August 1989
Education
University of Miami - School of Business
Bachelors of Business Administration, Management
John Pino's DEAN WITTER Experience 1986 - 2005
Job President and Owner JMP Enterprises
Industry Executive Office
Experience
JMP Enterprises Unlimited Inc. 2009 - Present
Morgan Stanley 2005 - 2009
Dean Witter 1986 - 2005
USCG Auxiliary 1995 - 1998
Skills
Executive Management, Project Management, PMP, Program Management, Cross-functional Team..., Service Delivery, Team Leadership, Process Improvement, Business Analysis, USCG Aux Vice Cmdr, Homeland Sec Clearance
Education
MBA Tech Management
Information Technology Project Management
Mariners Learning Center
United States Coast Guard Captain's License
University of Dayton
Bachelor of Science - Business Admin
JMP Enterprises Unlimited Inc. 2009 - Present
Morgan Stanley 2005 - 2009
Dean Witter 1986 - 2005
USCG Auxiliary 1995 - 1998
Skills
Executive Management, Project Management, PMP, Program Management, Cross-functional Team..., Service Delivery, Team Leadership, Process Improvement, Business Analysis, USCG Aux Vice Cmdr, Homeland Sec Clearance
Education
MBA Tech Management
Information Technology Project Management
Mariners Learning Center
United States Coast Guard Captain's License
University of Dayton
Bachelor of Science - Business Admin
John Birkhofer's DEAN WITTER Experience September 1983 - November 1985
Job Business Analyst Business Management (Project Services/Property Management) at American International Group
Industry Accounting
Experience
American International Group April 2010 - Present
Merrill Lynch May 1998 - June 2009
Merrill Lynch October 1988 - April 1998
Merrill Lynch December 1985 - September 1988
Dean Witter September 1983 - November 1985
Merrill Lynch June 1981 - August 1983
Skills
Financial Reporting, Financial Analysis, Budgets, Vendor Management, Forecasting, Risk Management, Capital Budgeting, Business Process..., Management, Managerial Finance, Finance, Project Management, Internal Controls, Facilities Management, Contract Management, Outsourcing, Access, Accounting, Process Improvement, Portfolio Management, General Ledger, Financial Accounting, Business Analysis, Accounts Payable, Financial Services, Financial Modeling, Analysis, Variance Analysis, Mergers & Acquisitions
Education
University of Scranton 1977 — 1981
BS, Accounting
University of Scranton 1977 — 1981
American International Group April 2010 - Present
Merrill Lynch May 1998 - June 2009
Merrill Lynch October 1988 - April 1998
Merrill Lynch December 1985 - September 1988
Dean Witter September 1983 - November 1985
Merrill Lynch June 1981 - August 1983
Skills
Financial Reporting, Financial Analysis, Budgets, Vendor Management, Forecasting, Risk Management, Capital Budgeting, Business Process..., Management, Managerial Finance, Finance, Project Management, Internal Controls, Facilities Management, Contract Management, Outsourcing, Access, Accounting, Process Improvement, Portfolio Management, General Ledger, Financial Accounting, Business Analysis, Accounts Payable, Financial Services, Financial Modeling, Analysis, Variance Analysis, Mergers & Acquisitions
Education
University of Scranton 1977 — 1981
BS, Accounting
University of Scranton 1977 — 1981
Laura Moore's DEAN WITTER Experience 1989 - 1997
Job Race Rock Capital
Industry Financial Services
Experience
Race Rock Capital 2015 - 2015
Race Rock Capital 2015 - 2015
Societe Generale Corporate and Investment Banking - SG CIB January 1999 - November 2014
Dean witter 1989 - 1997
Skills
Hedge Funds, Due Diligence, Fixed Income, Equities, Asset Management, Asset Allocation, Alternative Investments, Electronic Trading, Trading Systems, Trading, Derivatives, Capital Markets, Financial Markets, Options, Bonds, Prime Brokerage, Securities, Bloomberg, Hedging, Commodity
Education
University of Denver 1975 — 1978
BA, political science
Race Rock Capital 2015 - 2015
Race Rock Capital 2015 - 2015
Societe Generale Corporate and Investment Banking - SG CIB January 1999 - November 2014
Dean witter 1989 - 1997
Skills
Hedge Funds, Due Diligence, Fixed Income, Equities, Asset Management, Asset Allocation, Alternative Investments, Electronic Trading, Trading Systems, Trading, Derivatives, Capital Markets, Financial Markets, Options, Bonds, Prime Brokerage, Securities, Bloomberg, Hedging, Commodity
Education
University of Denver 1975 — 1978
BA, political science
Lorraine Mosley's DEAN WITTER Experience April 1994 - March 1998
Job Financial Services Professional
Industry Banking
Experience
Caliber Home Loans May 2015 - Present
American Income Life Insurance Company January 2014 - May 2015
SunTrust Mortgage November 2011 - October 2013
SunTrust Mortgage January 2011 - November 2011
SunTrust Mortgage April 2008 - January 2011
First Clearing , Affiliate of Wells Fargo April 2000 - April 2008
State of California - 22nd District Agricultural Association April 1998 - January 2000
Dean Witter April 1994 - March 1998
Skills
Credit, Mortgage Lending, Loans, Mortgage Banking, Banking, Loan Origination, Risk Management, Credit Risk, Commercial Lending, Small Business Lending, Call Center, Customer Service, Business Analysis, Call Centers, Loss Mitigation, Portfolio Management, Securities, Team Building, Vendor Management, Consumer Lending, Financial Services, Residential Mortgages, Loan Servicing, Mortgage Servicing, Retail Banking, Credit Analysis, Refinance, Branch Management, FHA, Underwriting, Commercial Banking, Operational Risk..., Financial Risk, Finance, Credit Cards
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Business Administration, Management and Operations
University of Phoenix 2008 — 2010
Associate's degree, Financial Services
Caliber Home Loans May 2015 - Present
American Income Life Insurance Company January 2014 - May 2015
SunTrust Mortgage November 2011 - October 2013
SunTrust Mortgage January 2011 - November 2011
SunTrust Mortgage April 2008 - January 2011
First Clearing , Affiliate of Wells Fargo April 2000 - April 2008
State of California - 22nd District Agricultural Association April 1998 - January 2000
Dean Witter April 1994 - March 1998
Skills
Credit, Mortgage Lending, Loans, Mortgage Banking, Banking, Loan Origination, Risk Management, Credit Risk, Commercial Lending, Small Business Lending, Call Center, Customer Service, Business Analysis, Call Centers, Loss Mitigation, Portfolio Management, Securities, Team Building, Vendor Management, Consumer Lending, Financial Services, Residential Mortgages, Loan Servicing, Mortgage Servicing, Retail Banking, Credit Analysis, Refinance, Branch Management, FHA, Underwriting, Commercial Banking, Operational Risk..., Financial Risk, Finance, Credit Cards
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Business Administration, Management and Operations
University of Phoenix 2008 — 2010
Associate's degree, Financial Services
Griffith Peck's DEAN WITTER Experience June 1994 - May 1998
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Wachovia Bank July 1998 - July 2004
Dean Witter June 1994 - May 1998
Lehman Brothers November 1987 - June 1994
E.F. Hutton August 1980 - November 1987
Skills
Equities, Trading, Capital Markets, Risk Management, Series 7, Securities, ETFs, Hedge Funds, Valuation, Alternative Investments, Options, Trading Systems, Fixed Income, Series 63, Bonds, Equity Trading, Asset Management, Financial Markets, Equity Derivatives, Bloomberg, Series 24, Investments
Education
University of Miami
Bachelor of Arts (BA), History, Marine Biology
Wachovia Bank July 1998 - July 2004
Dean Witter June 1994 - May 1998
Lehman Brothers November 1987 - June 1994
E.F. Hutton August 1980 - November 1987
Skills
Equities, Trading, Capital Markets, Risk Management, Series 7, Securities, ETFs, Hedge Funds, Valuation, Alternative Investments, Options, Trading Systems, Fixed Income, Series 63, Bonds, Equity Trading, Asset Management, Financial Markets, Equity Derivatives, Bloomberg, Series 24, Investments
Education
University of Miami
Bachelor of Arts (BA), History, Marine Biology
Richard Tisdale's DEAN WITTER Experience January 1980 - March 1983
Job Owner at Texas Vape Stores, LLC
Industry Consumer Services
Experience
Texas Vape Stores, LLC October 2013 - Present
Air Recon Services, Inc December 2012 - September 2013
Huffman Developments January 2011 - January 2012
The Landmark Group 1983 - 1989
Dean Witter January 1980 - March 1983
Skills
Brokerage, Disposition, Real Estate, Real Estate Economics, Contract Negotiation, Real Estate Transactions, Due Diligence, Commercial Real Estate
Education
University of Houston 1960 — 1965
Business, Marketing and Economics
Texas Vape Stores, LLC October 2013 - Present
Air Recon Services, Inc December 2012 - September 2013
Huffman Developments January 2011 - January 2012
The Landmark Group 1983 - 1989
Dean Witter January 1980 - March 1983
Skills
Brokerage, Disposition, Real Estate, Real Estate Economics, Contract Negotiation, Real Estate Transactions, Due Diligence, Commercial Real Estate
Education
University of Houston 1960 — 1965
Business, Marketing and Economics
Michael J. Lang, CPA's DEAN WITTER Experience 1988 - 1989
Job Manager Financial Planning at SCANA
Industry Utilities
Experience
SCANA May 2006 - September 2015
Marsh 2005 - May 2006
Capital Ventures, LLC 2003 - 2005
American Express Financial Advisors 2000 - 2003
Central Electric Power Cooperative, Inc. 1989 - 2000
Dean Witter 1988 - 1989
EF Hutton 1987 - 1988
Morgan Stanley 1986 - 1987
Ernst & Young 1983 - 1986
Skills
Capital Markets, Financial Analysis, Financial Forecasting, Strategic Financial..., Auditing, Financial Reporting, Internal Controls, Financial Modeling, Financial Accounting, Managerial Finance, Sarbanes-Oxley Act, Internal Audit, GAAP, US GAAP, SEC filings, Forecasting, CPA, Accounting
Education
University of South Carolina - Darla Moore School of Business
B.S., Business Administration, Accounting
SCANA May 2006 - September 2015
Marsh 2005 - May 2006
Capital Ventures, LLC 2003 - 2005
American Express Financial Advisors 2000 - 2003
Central Electric Power Cooperative, Inc. 1989 - 2000
Dean Witter 1988 - 1989
EF Hutton 1987 - 1988
Morgan Stanley 1986 - 1987
Ernst & Young 1983 - 1986
Skills
Capital Markets, Financial Analysis, Financial Forecasting, Strategic Financial..., Auditing, Financial Reporting, Internal Controls, Financial Modeling, Financial Accounting, Managerial Finance, Sarbanes-Oxley Act, Internal Audit, GAAP, US GAAP, SEC filings, Forecasting, CPA, Accounting
Education
University of South Carolina - Darla Moore School of Business
B.S., Business Administration, Accounting
George Zeimbekakis's DEAN WITTER Experience 1987 - 1990
Job 2nd Vice President PI Chief Architect
Industry Insurance
Experience
Travelers Insurance July 2005 - Present
CASE Partners 1998 - 2005
Phoenix Life Insurance Company 1995 - 1998
MassMutual Financial Group 1990 - 1995
Dean Witter 1987 - 1990
Skills
Vendor Management, Property & Casualty..., Insurance, SDLC, Program Management, Strategic Planning, Solution Architecture, IT Strategy, Enterprise Architecture, Leadership, SOA, Visio, Business Analysis, Requirements Gathering
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Western New England University 1994 — 1996
Master of Business Administration (MBA), MIS Concentration
Travelers Insurance July 2005 - Present
CASE Partners 1998 - 2005
Phoenix Life Insurance Company 1995 - 1998
MassMutual Financial Group 1990 - 1995
Dean Witter 1987 - 1990
Skills
Vendor Management, Property & Casualty..., Insurance, SDLC, Program Management, Strategic Planning, Solution Architecture, IT Strategy, Enterprise Architecture, Leadership, SOA, Visio, Business Analysis, Requirements Gathering
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Western New England University 1994 — 1996
Master of Business Administration (MBA), MIS Concentration
Jeffrey Lipton's DEAN WITTER Experience 1984 - 1994
Job Managing Director Head of Municipal Research & Strategy at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co. Inc. June 2014 - Present
MetLife October 2010 - June 2014
Neuberger Berman LLC February 2005 - September 2010
Weiss, Peck & Greer LLC September 2000 - January 2005
PaineWebber 1994 - 2000
Dean Witter 1984 - 1994
Skills
Portfolio Management, Investments, Fixed Income, Risk Management, Career Training &..., Municipal Research, Management, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Securities
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance
Oppenheimer & Co. Inc. June 2014 - Present
MetLife October 2010 - June 2014
Neuberger Berman LLC February 2005 - September 2010
Weiss, Peck & Greer LLC September 2000 - January 2005
PaineWebber 1994 - 2000
Dean Witter 1984 - 1994
Skills
Portfolio Management, Investments, Fixed Income, Risk Management, Career Training &..., Municipal Research, Management, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Securities
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance
pam Harkins's DEAN WITTER Experience July 1989 - September 1996
Job Registered Client Associate/Office Manager at Plymouth Rock Financial
Industry Financial Services
Experience
Plymouth Rock Financial July 2012 - Present
Merrill Lynch January 2012 - July 2012
Wachovia Securities/Wells Fargo Advisors September 1999 - June 2011
PaineWebber September 1996 - September 1999
Dean Witter July 1989 - September 1996
Skills
Series 7
Education
University of Massachusetts, Amherst 1985 — 1989
BA Degree, English
Hingham High School 1982 — 1985
High School Diploma
Plymouth Rock Financial July 2012 - Present
Merrill Lynch January 2012 - July 2012
Wachovia Securities/Wells Fargo Advisors September 1999 - June 2011
PaineWebber September 1996 - September 1999
Dean Witter July 1989 - September 1996
Skills
Series 7
Education
University of Massachusetts, Amherst 1985 — 1989
BA Degree, English
Hingham High School 1982 — 1985
High School Diploma
Anthony R. (Tony) Davis, CFA's DEAN WITTER Experience February 1993 - May 1997
Job Private Investor
Industry Research
Experience
Self-employed March 2013 - Present
Stifel Nicolaus & Co. March 2007 - February 2013
Ryan Beck & Co. October 2001 - March 2007
UBS Securities Co., Ltd June 1999 - October 2001
Dillon Read May 1997 - June 1999
Dean Witter February 1993 - May 1997
Skills
Equity Research, Securities, Series 7, Alternative Investments, Series 63, Series 24, Fixed Income, Equities, Asset Allocation, Wealth Management, Wealth Management..., Hedge Funds, ETFs, Capital Markets, FINRA
Education
University of South Carolina-Columbia 1972 — 1973
MBA, Finance, General
Wofford
Bachelor of Arts (B.A.), Business Administration and Management, General
Self-employed March 2013 - Present
Stifel Nicolaus & Co. March 2007 - February 2013
Ryan Beck & Co. October 2001 - March 2007
UBS Securities Co., Ltd June 1999 - October 2001
Dillon Read May 1997 - June 1999
Dean Witter February 1993 - May 1997
Skills
Equity Research, Securities, Series 7, Alternative Investments, Series 63, Series 24, Fixed Income, Equities, Asset Allocation, Wealth Management, Wealth Management..., Hedge Funds, ETFs, Capital Markets, FINRA
Education
University of South Carolina-Columbia 1972 — 1973
MBA, Finance, General
Wofford
Bachelor of Arts (B.A.), Business Administration and Management, General
charles riechman's DEAN WITTER Experience 1974 - 1991
Job retired
Industry Restaurants
Experience
att mobile 2003 - 2006
dean witter 1974 - 1991
Skills
Team Leadership, Customer Service, Finance, Risk Management, Financial Analysis, Leadership, Investments, Strategic Planning, Budgets, Microsoft Excel, Forecasting, Negotiation, Management, Sales, Business Planning, Analysis
Education
University of Florida
att mobile 2003 - 2006
dean witter 1974 - 1991
Skills
Team Leadership, Customer Service, Finance, Risk Management, Financial Analysis, Leadership, Investments, Strategic Planning, Budgets, Microsoft Excel, Forecasting, Negotiation, Management, Sales, Business Planning, Analysis
Education
University of Florida
Christine Sheu's DEAN WITTER Experience February 1994 - April 2000
Job Office Manager/Owner
Industry Automotive
Experience
Self-employed July 2006 - Present
Northern Trust May 2000 - October 2005
Dean Witter February 1994 - April 2000
Skills
Very sufficient in...
Education
University of Illinois at Chicago 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Self-employed July 2006 - Present
Northern Trust May 2000 - October 2005
Dean Witter February 1994 - April 2000
Skills
Very sufficient in...
Education
University of Illinois at Chicago 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY