Dean Witter Reynolds

Industry: Company

Description

Dean 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, NY 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 Reynolds Employees

Employee
Years
Job
Industry
Dick Singsank Dick Singsank Dallas/Fort Worth Area Details
Dick Singsank's Dean Witter Reynolds Experience February 1985 - June 1993
Job Owner at Richard C. Singsank
Industry Financial Services
Experience
Richard C. Singsank   Independent stockbrokerRichard C. Singsank Investments1994 - Present
NationsSecurities   July 1993 - February 1994
Dean Witter Reynolds   February 1985 - June 1993

Skills
Strategic Planning, Investments, Financial Analysis, Financial Planning, Strategic Financial..., Budgets, Analysis, Start-ups, Sales, Mergers & Acquisitions, Business Strategy, Accounting, Financial Reporting, Finance, Due Diligence, Insurance, Strategy, Forecasting, Financial Services

Education
University of Iowa - Henry B. Tippie College of Business   1977 — 1978
MBA

Creighton University School of Law   1974 — 1977
J.D,

University of Notre Dame   1970 — 1974
B.B.A., Finance

Russ Mayerfeld Russ Mayerfeld Greater Chicago Area Details
Russ Mayerfeld's Dean Witter Reynolds Experience February 1984 - April 1997
Job Senior Managing Director, Alternative Investments, Allstate
Industry Financial Services
Experience
The Allstate Corporation  August 2014 - Present
Excelsus LLC,   2003 - August 2014
HealthSpring, Inc  June 2004 - January 2012
Fremont General Corporation  June 2004 - March 2008
UBS Investment Bank  February 1998 - April 2003
Dillon Read  April 1997 - February 1998
Dean Witter Reynolds   February 1984 - April 1997

Skills
Corporate Finance, Mergers & Acquisitions, Business Strategy, Private Equity, Alternative Investments, Financial Audits, Financial Services, CPA, Board of Directors, Board Governance, Restructuring, Life Insurance, Property & Casualty..., Investment Management

Education
Harvard Business School   1978 — 1980
Master of Business Administration (M.B.A.)

University of Illinois at Urbana-Champaign   1971 — 1975
Bachelor's degree, Accounting

John Carlin John Carlin Greater New York City Area Details
John Carlin's Dean Witter Reynolds Experience July 1991 - November 1992
Job Looking for a Chief of Staff / CAO Position
Industry Financial Services
Experience
John Carlin - Self Employed   June 2010 - Present
Green Delete Inc.   September 2012 - August 2015
Morgan Stanley Smith Barney  October 2008 - November 2009
Citigroup - CO&T / Enterprise Technology Office   September 2005 - June 2008
Citigroup - Travelers LLC and TL&A Insurance Distribution LLC   October 2004 - September 2005
Citigroup - Tower Square Securities, Inc. (Travelers’ Retail Broker/Dealer)   February 2002 - September 2004
Citigroup - Tower Square Securities, Inc. (Travelers’ Retail Broker/Dealer)   July 1997 - February 2002
Fleet Brokerage Securities / Shawmut Brokerage   August 1994 - July 1997
MDS Bankmark - Shawmut Bank   February 1993 - March 1994
Dean Witter Reynolds   July 1991 - November 1992

Skills
Investments, Strategy, Finance, Management, Series 7, Mutual Funds, Financial Modeling, Securities, Asset Managment, Leadership, Analysis, Strategic Financial..., Fixed Income, Program Management, Financial Risk, Trading, Financial Advisory, Portfolio Management, Executive Management, Financial Services, Business Strategy, Risk Management, Asset Management, Administrative..., Project Management, Reporting & Analysis, Equities, Strategic Communications, Business Performance..., Marketing, Business Analysis, Networking, Relationship Management, Process Improvement, Operations Management, Change Management, Strategic Planning

Education
Florida State University

Balboa High School

Nick Borissoff Nick Borissoff Monterey, California Details
Nick Borissoff's Dean Witter Reynolds Experience September 1994 - February 1996
Job Solar Powered PG&E bill shredder!
Industry Renewables & Environment
Experience
Solar Universe  October 2012 - Present
California Green Products LLC   January 2010 - October 2012
Nor-Cal Training Academy   August 2004 - December 2010
Black Bear Security   August 2000 - August 2004
Leapfrog Technologies   February 1996 - August 2000
Dean Witter Reynolds   September 1994 - February 1996
Prudential Financial  September 1989 - September 1994

Skills
Renewable Energy, Photovoltaics, Energy Efficiency, Solar Energy, Energy, Training, Management, Sustainable Energy, Marketing, Sales, Start-ups, Solar Thermal, Alternative Energy, Cleantech, Energy Audits, New Business Development, Contract Negotiation

Education
Golden Gate University
Bachelor of Arts (B.A.), Business Economics

City College of San Francisco
Associate of Arts (A.A.), General Studies

Darryl Traweek Darryl Traweek Austin, Texas Details
Darryl Traweek's Dean Witter Reynolds Experience February 1989 - June 1994
Job Senior Vice President Divisional Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  June 1994 - Present
Dain Rauscher  October 1998 - August 2001
Rauscher Pierce Refsnes  1994 - 1998
Dean Witter Reynolds   February 1989 - June 1994
Merrill Lynch  February 1986 - February 1989

Education
The University of Texas at Austin   1980 — 1982
BBA, Marketing

Grayson County College   1978 — 1980
Associates, General Business

Candi James Candi James Laurel, Delaware Details
Candi James's Dean Witter Reynolds Experience 1991 - 1992
Job Full Charge Bookkeeper at Eastern Shore Metals LLC
Industry Accounting
Experience
Eastern Shore Metals LLC   June 2015 - Present
Go Getters Inc.  August 2011 - June 2015
Electrical Business (prefer to remain anonymous)   1998 - 2010
Perdue Farms  1992 - 1995
Dean Witter Reynolds   1991 - 1992
Thermal American Fused Quartz / Quartz Products Company   1986 - 1991

Skills
Journal Entries, General Ledger, Accruals, Account Reconciliation, Bank Reconciliation, Accounts Payable, QuickBooks, Financial Accounting, Accounts Receivable, Accounting, Peachtree, Financial Reporting, Internal Controls, Finance, Auditing

Education
Delaware Technical and Community College-Owens   1989 — 1999
Associates, Accounting, With honors

Epworth   1981 — 1985

Albert Eshoo Albert Eshoo New York, New York Details
Albert Eshoo's Dean Witter Reynolds Experience June 1985 - June 1987
Job President & Owner at Right At Home of Lower Manhattan
Industry Health, Wellness and Fitness
Experience
Right At Home of Lower Manhattan   July 2014 - Present
Lower Manhattan In-Home Care, Inc.   July 2014 - Present
Miller & Associates  October 2012 - June 2014
Morgan Stanley  March 2004 - May 2011
Morgan Stanley Asia Limited   October 1997 - May 2003
Morgan Stanley  August 1992 - September 1997
Morgan Stanley  July 1987 - July 1992
Dean Witter Reynolds   June 1985 - June 1987

Skills
Companion Care, Elder Care, Seniors, Long Term Care Insurance, Home Care, Equities, Investments, Financial Markets, Asset Management, Trading Strategies, Equity Trading, Risk Management, Building Relationships, Asset Managment, Securities, Asset Allocation, Customer Relations, Cross-functional Team..., Customer Service, Investment Advisory, Squash, Client Education, Negotiation, International Project..., Global Management, Problem Solving, Customer Support, Sea Kayaking, Mountain Biking

Education
Fordham University - Graduate School of Business Administration   1990 — 1993
MBA, Finance: Portfolio Management, 3.071

New York University
B.S., Journalism, Marketing & American History, 3.094

Lincoln High School, Yonkers, NY

Lawrence Katz Lawrence Katz Greater New York City Area Details
Lawrence Katz's Dean Witter Reynolds Experience June 1989 - May 1990
Job Executive Director at EY
Industry Financial Services
Experience
EY  November 2005 - Present
Mitchell & Titus, LLP   June 2004 - November 2005
Deloitte  May 2002 - April 2004
Arthur Andersen Business Consulting  September 1999 - May 2002
PwC  May 1998 - September 1999
Douglas Elliman Real Estate  July 1997 - May 1998
KPMG US  September 1990 - July 1997
Dean Witter Reynolds   June 1989 - May 1990
Dexel Burnham Lambert   February 1986 - May 1989

Skills
International Tax, Corporate Tax, CPA, Inbound Tax, Inbound Banking, Tax Controversy, Tax Advisory, Accounting, Tax Accounting, Tax, Financial Services, US GAAP, Banking, SEC filings, Financial Reporting, Auditing, Internal Controls, Assurance

Education
Brooklyn Law School   1986 — 1990
Juris Doctor, Law

City University of New York-Brooklyn College   1981 — 1986
Bachelor of Science (BS), Accounting

John Dewey High School   1978 — 1981

Michael B Visovsky Michael B Visovsky Greater New York City Area Details
Michael B Visovsky's Dean Witter Reynolds Experience 1984 - 1985
Job Finance, Management
Industry Investment Management
Experience
Atmotivate   April 2009 - Present
TM6 Services   April 2009 - April 2010
Old Lakeshore Capital; RPM Asset Mgmt; Stratos Capital   2002 - 2009
Lipper & Company   1989 - 2002
Cohen Feit & Company   1985 - 1989
Dean Witter Reynolds   1984 - 1985

Skills
Asset Management, Fixed Income, Credit Analysis, Financial Markets, Education

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

Brooklyn Law School
JD, Law

City University of New York-Baruch College - Zicklin School of Business
BBA, Industrial Psychology

Bart Haley Bart Haley Portland, Maine Area Details
Bart Haley's Dean Witter Reynolds Experience August 1991 - August 1993
Job Vice President Sales & Marketing at Kennebec Technologies
Industry Mechanical or Industrial Engineering
Experience
Kennebec Technologies   July 2001 - Present
Arwood Machine Corporation  June 1998 - July 2001
The Narrows Restaurant   July 1997 - April 1998
Shearson Lehman Brothers  September 1993 - June 1997
Dean Witter Reynolds   August 1991 - August 1993
United States Air Force  May 1984 - July 1991

Skills
Aviation, Aircraft, Strategic Planning, Aerospace, Sales Management, New Business Development, Negotiation, Marketing Strategy, Business Strategy, Contract Negotiation, Team Building, Customer Service, Business Development, Sales, Operations Management, Supply Chain Management, Cross-functional Team..., Product Development, Lean Manufacturing, Continuous Improvement, Six Sigma, Purchasing, Supply Chain, Pricing

Education
Campbell University   1988 — 1990
Master of Business Administration (MBA)

United States Air Force Academy   1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General

R.W. Traip Academy   1976 — 1980

Gregory Noble Gregory Noble Houston, Texas Area Details
Gregory Noble's Dean Witter Reynolds Experience February 1995 - March 1996
Job General Manager Rick Peterson & Associates Recruiting, Consulting, Mergers & Acquisitions For The Financial Sector
Industry Staffing and Recruiting
Experience
Rick Peterson & Associates   May 2011 - Present
Teocalli Capital Strategies   March 2011 - Present
Hughes & Associates  April 2010 - March 2011
Aurora Financial Solutions   September 2006 - October 2009
Petrosearch Energy Corporation (acquired by DBLE)   January 2003 - October 2006
Excelsior Exploration Company   January 2002 - January 2003
UBS  March 1998 - January 2002
Sanders Morris Harris  May 1997 - December 1997
Morgan Keegan  April 1996 - April 1997
Dean Witter Reynolds   February 1995 - March 1996

Skills
Equities, Capital Markets, Investments, Recruiting, Brokerage Recruting, Proprietary Trading, Negotiation, Financial Advisory, Public Speaking, Mergers & Acquisitions, Start-ups, Trading, Asset Management, Venture Capital, New Business Development, Mergers, Entrepreneurship, Strategy, Finance, Financial Markets, Asset Managment, Corporate Finance, Equity Trading, Business Planning, Sales, Team Building, Funding, Executive Management, Analysis, Fundraising, Investor Relations, Mutual Funds, Hedge Funds, Business Strategy, Portfolio Management, Strategic Financial..., Private Equity, Managerial Finance, Deal Execution, Deal Structuring, Angel Investing, Leadership Development, Cold Calling, Financial Planning, Analytical Skills, Non-profits, Roadshows, Financial Services, Event Planning, Event Management

Education
University of Vermont   1982 — 1986
BA, English, Political Science

Choate Rosemary Hall   1978 — 1982
Honors, Political Science and Government

Kathy Martin, SPHR-CA Kathy Martin, SPHR-CA San Francisco Bay Area Details
Kathy Martin, SPHR-CA's Dean Witter Reynolds Experience December 1984 - May 1990
Job Director, People Department for Stores at Charlotte Russe
Industry Retail
Experience
Charlotte Russe  March 2015 - Present
Charlotte Russe  December 2009 - March 2015
Williams-Sonoma, Inc.   March 2008 - December 2009
Gap Inc.  November 1991 - September 2007
Banana Republic  2005 - 2007
Old Navy  1995 - 2001
William M. Mercer  June 1990 - November 1991
Dean Witter Reynolds   December 1984 - May 1990

Skills
Employee Relations, Performance Management, Onboarding, Succession Planning, Change Management

Education
California Polytechnic State University-San Luis Obispo

Bill Koffler Bill Koffler Greater Boston Area Details
Bill Koffler's Dean Witter Reynolds Experience August 1989 - March 1994
Job Health Care Executive Management
Industry Medical Practice
Experience
American Dental Partners  November 2011 - March 2014
American Dental Partners  April 2008 - October 2011
KeyBanc Capital Markets  June 2004 - July 2007
US Bancorp Piper Jaffray  August 1999 - October 2001
US Bancorp Piper Jaffray  November 1997 - July 1999
Advanced Tissue Sciences, Inc.   June 1996 - October 1997
Dean Witter Reynolds   August 1989 - March 1994

Skills
Operations Management, Practice Management, Multi-Site Operations, Operating Budgets, Strategic Planning, Organizational..., Cross-functional Team..., Multi-site Team..., Financial Analysis, Team Building, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Contract Negotiation, Acquisition Integration, Forecasting, Capital Budgeting, Medical Practice..., Medical Practice..., Business Development, Corporate Finance, Start-ups, Investment Banking, Capital Raising, Private Placements, Private Equity, Venture Capital, Strategy, Mergers, Acquisitions, Healthcare, Healthcare Industry, Healthcare Management

Education
Columbia University - Columbia Business School
MBA, Finance and Accounting

University of Virginia
B.S., Commerce

Richard Karp Richard Karp Boca Raton, Florida Details
Richard Karp's Dean Witter Reynolds Experience March 1989 - March 1994
Job Vice President of Investments at Moors & Cabot
Industry Financial Services
Experience
Moors & Cabot  August 2015 - Present
Raymond James  January 2010 - July 2015
RBC Capital Markets/RBC Professional Traders Group   May 2006 - July 2009
Savvytrader, Inc.   November 1996 - April 2006
Raymond James  March 1994 - November 1996
Dean Witter Reynolds   March 1989 - March 1994

Education
Bucknell University   1982 — 1986
Business Management, Finance

H. Mark Saunders, CFP® H. Mark Saunders, CFP® Richmond, Virginia Area Details
H. Mark Saunders, CFP®'s Dean Witter Reynolds Experience 1984 - 1985
Job President at Saunders Retirement Advisors, Inc.
Industry Financial Services
Experience
Saunders Retirement Advisors, Inc.   1985 - Present
Dean Witter Reynolds   1984 - 1985
Wheat First Securities  1982 - 1984

Education
University of Southern California
Master's degree, Administration

Virginia Commonwealth University
Master's degree, Counseling

Averett University
Bachelor's degree, Psychology

Halifax County (VA) High School

Emily Marie Fett Emily Marie Fett Carmel By The Sea, California Details
Emily Marie Fett's Dean Witter Reynolds Experience January 1992 - January 1993
Job CEO at Gem In Eye Fascinating Facets
Industry Music
Experience
The Grande Finale   April 2007 - Present
Gem In Eye Fascinating Faucets   February 2007 - Present
Traditional Therapeutics   February 1999 - Present
Dean Witter Reynolds   January 1992 - January 1993
Merrill Lynch  January 1990 - October 1992

Skills
In my early 20's..., Twins and getting out..., Financial Industry pre..., Energy, Water, Testing, Strategic Planning, Management, Business Development, Customer Service, Team Building, Marketing Strategy

Education
University of California, Santa Cruz   1990 — 1994
BA, Comp Lit/ Health Science

Five Branches Institute College of Traditional Chinese Medicine   2008 — 2012
WORK IN PROGRESS, Acupuncture and Oriental Medicine, INCOMPLETE

Rebecca Tuggle Rebecca Tuggle Greater San Diego Area Details
Rebecca Tuggle's Dean Witter Reynolds Experience 1985 - 1986
Job Tuggle Development Strategies: from startups to large companies, TDS Accelerates your Vision to Business Success.
Industry Management Consulting
Experience
Tuggle Development Strategies, Inc.   2013 - Present
NCC Inc.  January 2003 - February 2013
Mitchell-Innes & Nash  1994 - 2003
Sotheby's  1986 - 1994
Dean Witter Reynolds   1985 - 1986

Skills
Strategic Planning, Leadership, Budgets, Marketing, Business Development, Fundraising, Strategy, Management, Public Speaking, Contract Negotiation, Business Planning, Proposal Writing, Start-ups, Negotiation, Human Resources, New Business Development, Nonprofits, Finance, Team Building, Public Relations, Risk Management, CRM, Mergers & Acquisitions, Marketing Strategy, Event Planning, Integrated Marketing, Start-up Organizations, Training, Executive Management, Entrepreneurship, Organizational..., Sales, Accounting, Strategic Partnerships

Education
Leadership California   2013 — 2013
Class of 2013

New York University   1988 — 1990

DePauw University   1981 — 1985
1. International Business and 2.Political Science

American University, Athens

American University, Cairo

William M. (Biff) Folberth III William M. (Biff) Folberth III Greater New York City Area Details
William M. (Biff) Folberth III's Dean Witter Reynolds Experience 1974 - 1979
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services  1991 - Present
Smith Barney, Harris Upham  1979 - 1984
Dean Witter Reynolds   1974 - 1979
Hornblower & Weeks-Hemphill, Noyes   1971 - 1974

Education
Yale University
BS, Engineering and Applied Science

Columbia University - Columbia Business School
MBA

Harvard Business School
Owner/President Management

Karl Palasz Karl Palasz Chicago, Illinois Details
Karl Palasz's Dean Witter Reynolds Experience July 1992 - December 1995
Job Partner and Managing Director at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company  April 1998 - Present
Allstate  July 1997 - April 1998
Dean Witter Reynolds   July 1992 - December 1995

Skills
Healthcare Information..., M&A experience, Initial public offerings, Debt & Equity Capital..., LBO, Private Equity, Private Placements, Equity Capital Markets, Sell Side, Investment Banking, Capital Markets, Capital Raising, Equities, Corporate Finance, Finance, Mergers & Acquisitions, IPO, Strategy

Education
Harvard Business School   1996 — 1997
Master of Business Administration (MBA)

University of Illinois at Urbana-Champaign   1988 — 1992
Bachelor of Science (BS), Finance, General

Steve Gross Steve Gross Greater New York City Area Details
Steve Gross's Dean Witter Reynolds Experience 1978 - 1980
Job Senior Director, Endowment Management at The Jewish Federations of North America
Industry Nonprofit Organization Management
Experience
The Jewish Federations of North America  July 2011 - Present
Save the Children  2009 - July 2011
Pinetum Partners LLC   2004 - 2009
National Association of Counties  2003 - 2005
The Bank of New York  2002 - 2002
Prudential Financial  1999 - 2002
Mavricc Management Systems, Inc   1997 - 1999
Bankers Trust Company  1986 - 1997
EF Hutton & Company  1980 - 1986
Dean Witter Reynolds   1978 - 1980

Skills
Non-profits, Business Development, Philanthropy, Financial Services, Finance, Fundraising, Hedge Funds, Event Planning, Securities, Community Outreach, Planned Giving, Marketing Strategy, Budgets, Investments, Nonprofits, Strategic Planning, Government, Proposal Writing, Investment Banking, Strategic Partnerships, Program Management, Board Development, Grants, Leadership, Strategy

Education
Columbia University - Columbia Business School   2010 — 2011
INM 2011, Institute for Not-for-Profit Management

Adelphi University   1980 — 1982
MBA, Finance

Binghamton University   1974 — 1978
BA, Psychology

Maria Jose Lehman Maria Jose Lehman Greenville, South Carolina Area Details
Maria Jose Lehman's Dean Witter Reynolds Experience September 1989 - May 1993
Job Tequila Ambassador at Ben Arnold Beverage Company
Industry Food & Beverages
Experience
Ben Arnold Beverage Company  January 2014 - Present
DeHollander & Janse Financial Group   September 2010 - December 2013
Dwellworks  2012 - 2013
Legg Mason  October 1999 - April 2003
Banc of America Investments  May 1993 - October 1999
Dean Witter Reynolds   September 1989 - May 1993
Shearson Lehman International   May 1987 - September 1989

Skills
Business Development, Customer Service, Branding & Identity, Social Media, Investments, Financial Services, Financial Analysis, Budget, Marketing Strategy, Marketing, Strategic Planning, Sales, Event Planning, Fundraising, Public Speaking, Budgets, Banking, Leadership, Social Media Marketing, Small Business, Email Marketing, Portfolio Management, Training, Microsoft Excel, Real Estate, Team Building, Negotiation, Business Planning, Start-ups, New Business Development, Finance, Business Strategy, Team Leadership, Public Relations, Entrepreneurship, Advertising, Marketing Communications, Social Networking, Management, Insurance, Nonprofits, Strategy, Online Advertising, Event Management, Market Research, Online Marketing, Sales Management, Brand Development, Lead Generation, Contract Negotiation

Education
Institute for Wealth Management   1996 — 1996
Accredited Asset Manager Specialist, Wealth Management

Florida International University   1982 — 1984

Jonathan Horgan, CFA, CAIA Jonathan Horgan, CFA, CAIA Washington D.C. Metro Area Details
Jonathan Horgan, CFA, CAIA's Dean Witter Reynolds Experience September 1992 - March 1994
Job Vice President and Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management  December 2012 - Present
Gallagher Fiduciary Advisors, LLC   March 2005 - December 2012
Bank Boston Capital Markets   June 1998 - April 1999
International Fund Services  March 1994 - June 1998
Dean Witter Reynolds   September 1992 - March 1994

Skills
Due Diligence, Investment Advisory, Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Asset Allocation, Portfolio Management, Portfolio Optimization, Equity Research, Fixed Income Research, Quantitative Analysis, Qualitative Research, Project Planning, Public Speaking, Analytical Writing, Relationship Cultivation, Marketing Communications, Strategic Communications, Series 7, Fixed Income Analysis, Quantitative Analytics, Capital Markets, Investments, Equities, Asset Management, Fixed Income

Education
Boston University Questrom School of Business   2001 — 2002
MS, Investment Management

D'Amore-McKim School of Business at Northeastern University   1999 — 2001
MBA, Finance

College of the Holy Cross   1988 — 1992
BA, English

Fordham Preparatory   1984 — 1988

Ryan Seghesio, CTP Ryan Seghesio, CTP Sacramento, California Area Details
Ryan Seghesio, CTP's Dean Witter Reynolds Experience 1993 - 1995
Job CFO & Treasurer
Industry Executive Office
Experience
California Independent System Operator Corporation   March 2010 - Present
Oracle Corporation  October 2000 - March 2010
City of Sacramento Treasurer's Office   1995 - 2000
Dean Witter Reynolds   1993 - 1995

Skills
Treasury Management, Cash Management, Liquidity Management, Investment Management, Debt Financings, Financial Planning and..., Accounting & Audit, Credit Risk and..., SOX Compliance, Banking Relationships, Notional Pooling, Corporate Insurance, Foreign Exchange..., Mergers & Acquisitions, Private Equity, Risk Management, Procurement, Finance, Fixed Income, Investments, Credit, Strategic Financial..., Equities, Banking, Forecasting, Sarbanes-Oxley Act, Analysis, Accounting, Treasury, Financial Analysis, Financial Modeling, Financial Planning

Education
California State University-Sacramento
MBA, Finance

California State University-Sacramento
BS, Business Administration - Finance

University of California, Davis
Economics

William Martindale William Martindale Wayne, Pennsylvania Details
William Martindale's Dean Witter Reynolds Experience 1969 - 1989
Job Chairman of Conestoga Funds
Industry Investment Management
Experience
Conestoga Capital Advisors  2001 - June 2014
Martindale Andres & Co.   1989 - 2001
Dean Witter Reynolds   1969 - 1989

Skills
Investment Management, Investments, Asset Allocation, Hedge Funds, Management, Portfolio Management, Alternative Investments, Corporate Finance, Private Equity, Valuation, Estate Planning, Retirement, Wealth Management, Retirement Planning, Equities

Education
Gettysburg College   1960 — 1964
Bachelor's degree, Economics

Haverford High School   1957 — 1960
high school

Jane Pemberton Jane Pemberton Greater Denver Area Details
Jane Pemberton's Dean Witter Reynolds Experience January 1995 - April 1996
Job Audit Compliance Monitor at Colorado Department of Public Safety, Division of Criminal Justice
Industry Nonprofit Organization Management
Experience
Colorado Department of Public Safety, Division of Criminal Justice   April 2015 - Present
Retired  March 2013 - Present
Family Tree  April 1996 - March 2013
Dean Witter Reynolds   January 1995 - April 1996
Colorado Brain Injury Association   1992 - 1994
Women's Crisis & Family Outreach Center   December 1985 - February 1992
Eastern Nebraska Human Services Agency   1977 - 1979
Suburban Community Training and Services Center (for persons with developmental disabilities)   June 1972 - June 1977
Hancock County ARC   September 1969 - March 1972

Skills
Grant Writing, Financial Management, Marketing, Resource Development, Nonprofit Management, Community Theater, Program Development, Philanthropy, Public Speaking, Board Development, Non-profits, Volunteer Management, Managerial Finance, Community Outreach, Budgets, Program Management, Social Services, Policy, Management, Editing, Fundraising, Nonprofits, Non-profit..., Strategic Planning, Program Evaluation, Community Development, Developmental..., Traumatic Brain Injury, Leadership Development, Proposal Writing

Education
Ball State University   1965 — 1969
Bachelor of Science, Major: Speech & Hearing Therapy; Minor: Speech

University of Northern Colorado   1971 — 1973
Graduate courses, Special Education

Jay A. Scaramazzo CIPT,CIPM,CIPP/E/U,CIA,CISA,CRISC,MBA Jay A. Scaramazzo CIPT,CIPM,CIPP/E/U,CIA,CISA,CRISC,MBA Greater New York City Area Details
Jay A. Scaramazzo CIPT,CIPM,CIPP/E/U,CIA,CISA,CRISC,MBA's Dean Witter Reynolds Experience 1987 - 1988
Job Global Data Privacy and Information Security Officer
Industry Financial Services
Experience
Global Human Capital Management Enterprise   May 2014 - Present
Publications and Speaking Engagements   January 2012 - Present
AUDASSIST Consulting/Deutsche Bank/CitiBank   July 2011 - May 2014
MICROSOFT/SKYPE   November 2012 - July 2013
The Depository Trust and Clearing Corporation (DTCC)   August 2008 - July 2011
The Depository Trust and Clearing Corporation (DTCC)/OMGEO   February 2008 - July 2011
The Depository Trust and Clearing Corporation (DTCC)   1997 - 2008
The Depository Trust and Clearing Corporation (DTCC)   1988 - 1997
Dean Witter Reynolds   1987 - 1988
Morgan Stanley  1986 - 1987

Skills
Risk Management, Governance, Internal Audit, Risk Assessment, CISA, Information Security..., IT Audit, Change Management, Enterprise Risk..., Internal Controls, Auditing, Business Process..., Management Consulting, Business Continuity, Banking, Operational Risk..., Operational Risk, COSO, External Audit, Corporate Governance, Risk Analysis, AML, Financial Analysis, Performance Metrics, Metrics Reporting, COBIT, Financial Accounting, Business Process, Financial Reporting, Process Engineering, Investment Banking, Change Control Subject..., Regulatory Reporting, Software Quality..., Financial Systems..., Full Software..., Large and Complex..., Global Change Management, Global Enterprise Wide..., Change Control and..., SOX, Audit, Risk, Compliance, Compliance Management, Risk Mitigation, IT Governance, Compliance Audits, Fraud Investigations, Financial Control

Education
Schiller International University   2009 — 2010
MBA, International Business

Arizona State University
BA, French Education

L’Institut des Etudes Européenes (PARIS, FRANCE)

West London College (LONDON, U.K.)

Paul 'Stumpy' Powers Paul 'Stumpy' Powers Greater Chicago Area Details
Paul 'Stumpy' Powers's Dean Witter Reynolds Experience 1984 - 1994
Job P. Powers Consulting, LLC
Industry Insurance
Experience
P. Powers Consulting, LLC   March 2015 - Present
Powers Insurance Partners, LLC   July 2011 - Present
Advantage Futures  2010 - 2011
MF Global  April 2006 - October 2010
Prudential Financial  1998 - 2006
RBS Greenwich Capital  1994 - 1998
Dean Witter Reynolds   1984 - 1994

Skills
Employee Benefits, Personal Development, Succession Planning, Property & Casualty..., Liability, Premium Financing, Personnel Management, Risk Management, Permanent Life Insurance, Long Term Care Insurance, Umbrella Insurance, Disability Insurance, General Insurance, employee group waiver..., Insurance, Workers Compensation, Underwriting, Strategy, Life Insurance, Legal Liability, Investments, Business Planning, Retirement, Ancillary Benefits, Medical Claims Audits, Prescription Drug...

Education
University of Wyoming

College of DuPage

Douglas Hollen Douglas Hollen Greater St. Louis Area Details
Douglas Hollen's Dean Witter Reynolds Experience April 1992 - May 1997
Job Owner, Frontline Financial Services, Inc.
Industry Investment Management
Experience
Frontline Financial Services, Inc.   November 2002 - Present
Prudential Securities  May 1997 - November 2002
Dean Witter Reynolds   April 1992 - May 1997

Skills
Estate Planning, Retirement Planning, Wealth Management, Investments, Portfolio Management, Financial Analysis, Mutual Funds, Securities, Asset Allocation

Education
Midwestern Baptist Theological Seminary   2003 — 2012
Master of Divinity, Theology

Drake University   1980 — 1984
B.S., Business/Finance

Grandview University   1982 — 1983
Business/Finance

Holly Izant-McSharry Holly Izant-McSharry Greater New York City Area Details
Holly Izant-McSharry's Dean Witter Reynolds Experience 1985 - 1988
Job Public Speaker on Disaster Services at American Red Cross Metro New York North
Industry Civic & Social Organization
Experience
'N/A'   January 2000 - Present
American Red Cross Metro New York North   September 2011 - January 2015
Greenwich Chapter of the American Red Cross   January 2008 - August 2011
Greenwich Chapter of the American Red Cross   1994 - 2008
Citibank, F.S.B.   1993 - 1998
Citibank, N.A.   1988 - 1993
Dean Witter Reynolds   1985 - 1988

Skills
Non-profits, Fundraising, Volunteer Management, Public Speaking, Board Development, Strategic Planning, Social Networking, Board Relations, Non-profit Board..., Disaster Response, Board Governance, Marketing, Advertising, Business Planning, Coaching, Customer Service, Management, Microsoft Office, Nonprofits, Sales, Teamwork, Time Management

Education
Case Western Reserve University   1980 — 1984
B.A., English, minor in Psychology and Modern Dance

Kent School   1977 — 1980
Connecticut

Colgate University

Jim Gordon, MBA, CIMA®, CPWA® Jim Gordon, MBA, CIMA®, CPWA® Bellevue, Washington Details
Jim Gordon, MBA, CIMA®, CPWA®'s Dean Witter Reynolds Experience April 1981 - April 1986
Job FIRST VICE PRESIDENT INVESTMENTS at The Pelorus Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Pelorus Group of Wells Fargo Advisors   February 2011 - Present
The Pelorus Group at Morgan Stanley Smith Barney   April 1986 - January 2011
US Navy Reserve  June 1970 - October 1993
Dean Witter Reynolds   April 1981 - April 1986
Xerox Corporation  1979 - 1981

Skills
Retirement Income..., Retirement Planning, Business Owner Planning, Investment Strategies, Asset Allocation, IRAs, 401k Rollovers, Traditional Investments, Alternative Investments, Risk Management, Manager Selection, Retirement Savings, Investment Planning, Insurance, Business-succession..., Concentrated Stock..., Fixed-income Strategies, Tax-efficient Strategies, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Multi-generational..., Estate Investment..., Annuities, Mutual Funds, Financial Advisory, Financial Services, Networking

Education
Stanford University Graduate School of Business   1976 — 1978
MBA, Finance

University of Chicago Graduate School of Business   2008 — 2008
Certified Private Wealth Advisor, Wealth Management

Wharton School, University of Pennsylvania   1996 — 1997
Certified Investment Management Analyst, Investment Management

U. S. Navy Supply Corps School, Athens, GA   1970 — 1971
Finance, Logistics, Materials, Supply Chain, Food Service, Retail

U. S. Navy Officer Candidate School, Newport, R.I.   1970 — 1970
Commissioned as an Ensign, Supply Corps, U. S. Navy Reserve

Boston University   1966 — 1969
BS, Engineering

Cornell University   1962 — 1965
Industrial Engineering

University of New Hampshire   1965 — 1965
Political Science and Government

Polly Rosenstein,CFP® Polly Rosenstein,CFP® Washington D.C. Metro Area Details
Polly Rosenstein,CFP®'s Dean Witter Reynolds Experience 1973 - 1987
Job President at Redstone Financial Advisors LLC
Industry Investment Management
Experience
FINRA  June 2009 - Present
Redstone Financial Advisors, LLC   January 2006 - Present
Redstone Financial Advisors LLC   January 2006 - Present
Merrill Lynch  1993 - 1993
Dean Witter Reynolds   1973 - 1987

Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Estate Planning, Finance, Financial Services, Strategic Financial..., Securities, Wealth, Asset Managment, Retirement Planning, Investment Advisory, New Business Development, 401k, Management, Fixed Annuities, CRM, ETFs, Law Firms, Loans, Managerial Finance, Credit, Employee Benefits, Retirement, Life Insurance, Asset Management, Mortgage Lending, Banking, Series 7, Financial Advisory, Entrepreneurship, Risk Management, Disability Insurance, Financial Planners, IRAs, Personal Finance, Long-term Care, Asset Allocation, Series 63, Trusts, Investment Strategies, Financial Planning

Education
College for Financial Planning   2007 — 2010
Bachelor of Arts (B.A.), CFP Certification Professional Education Program

University of Mary Washington   1965 — 1969
B.A., English

Craig Mattoli (马特利) Craig Mattoli (马特利) Harrisburg, Pennsylvania Area Details
Craig Mattoli (马特利)'s Dean Witter Reynolds Experience April 1980 - September 1985
Job CEO at Red Hill Capital & Leona Craig Art
Industry Arts and Crafts
Experience
Red Hill Capital & Leona Craig Art   May 1989 - Present
Halcyon  February 1988 - January 1989
Cohen Feit & Co.   October 1985 - January 1988
Dean Witter Reynolds   April 1980 - September 1985

Skills
Inductive reasoning, Art, Teaching, Modern Art, Galleries, Public Art, Curating, Contemporary Art, Figurative Art, Visual Arts, Art History, Mixed Media, Canvas, Art Education, Oil Painting, Acrylic, Arbitrage, Investments, Inefficient Markets, Watercolor, Chinese Art, Economics

Education
New York University - Leonard N. Stern School of Business   1978 — 1980
MBA, Finance

Duke University   1975 — 1978
Masters, Mathematical physics

Penn State University   1970 — 1975
BS/BS, physics/math

Melissa Yanowitz Melissa Yanowitz Annapolis, Maryland Details
Melissa Yanowitz's Dean Witter Reynolds Experience 1979 - 1988
Job Former VP, Municipal Bond Liaison at Ferris, Baker Watts, Inc.
Industry Financial Services
Experience
Not-for-Profit group and Association   2009 - June 2011
Ferris, Baker Watts, Incorporated   2001 - March 2009
Johnston, Lemon & Co. Incorporated   1988 - 2001
Dean Witter Reynolds   1979 - 1988

Skills
Social Networking, Networking, Investments, Marketing, Recruiting, Fixed Income, Leadership, Portfolio Management, Bloomberg, Liaison, Client Liaison, Trading, Sales, Credit Analysis, Bonds, CRM, Asset Management, Banking, Management, Start-ups, Finance, Wealth Management, Strategic Financial..., Proposal Writing, Business Development, Equities, New Business Development, Insurance, Financial Analysis, Financial Markets, Series 7, Mergers & Acquisitions, Risk Management, Financial Services

Education
Beloit College   1972 — 1976
B.A.

Bethesda-Chevy Chase High School

Michael H. Smith Michael H. Smith Sarasota, Florida Area Details
Michael H. Smith's Dean Witter Reynolds Experience 1984 - 1995
Job Independent Investment Advisor | Medicaid Planner | Asset Protection Specialist
Industry Financial Services
Experience
Longboat Key Financial Group   December 2009 - Present
Florida Medicaid Solutions   2009 - Present
Longboat Key Financial Group   October 2003 - Present
Longboat Key Financial Group   October 2003 - Present
Raymond James & Associates, Inc   1995 - 2003
Dean Witter Reynolds   1984 - 1995

Skills
Asset Protection, Investments, Long Term Care, Retirement Planning, Tax, Financial Planning, Insurance, Risk Management, Strategic Planning, Analysis, Portfolio Management, Research, Asset Management, Estate Planning, Retirement, Wealth Management, Investment Advisory, Insurance Planning, Annuities, Mutual Funds, IRA's, 401k, Financial Advisory, Wealth, Protection, Long-term Care, Disability Insurance, Financial Planners, Fixed Annuities, Life Insurance, Options, Securities, Small Business

Education
Auburn University   1978 — 1981
Ag Econ, Fisheries, Economics

Kutztown University of Pennsylvania   1973 — 1974
Bachelor of Science (B.S.), Marine Biology

Lee Horigan Lee Horigan Toronto, Canada Area Details
Lee Horigan's Dean Witter Reynolds Experience 1983 - 1985
Job
Industry Information Technology and Services
Experience
Thomson Reuters  October 2002 - Present
Rogers iMedia   October 1999 - December 2001
Intuit  1995 - 1999
Reuters  1987 - 1995
ADP Canada  1985 - 1987
Dean Witter Reynolds   1983 - 1985

Skills
Product Management, Strategy Development, Online Marketing, E-commerce, Marketing Strategy, Financial Systems, Strategy, Business Development, Leadership, Marketing

Education
University of Alberta   1980 — 1983
Honours BA

Bryn Athyn College of the New Church   1978 — 1979

DeWitte Kersh DeWitte Kersh Greater New York City Area Details
DeWitte Kersh's Dean Witter Reynolds Experience March 1989 - September 1995
Job Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors, Inc.   November 2009 - Present
Rio Loco Capital   2002 - 2005
Westsphere Equity Partners   August 1999 - August 2002
Globalvest Management   June 1997 - August 1999
Gerard Klauer Mattison  1995 - 1997
Dean Witter Reynolds   March 1989 - September 1995
Rothschild Unterberg Towbin   1986 - 1989

Education
Columbia University - Columbia Business School   1982 — 1984
1984, Finance

Cornell University   1974 — 1978
BA, History

Mark Gulley Mark Gulley Greater New York City Area Details
Mark Gulley's Dean Witter Reynolds Experience 1987 - 1989
Job Principal at Gulley & Associates LLC
Industry Chemicals
Experience
Gulley & Associates LLC   November 2004 - Present
BGC Partners  October 2012 - November 2014
Ticonderoga Securities LLC  2011 - 2012
Soleil Securities  June 2005 - May 2011
Banc of America Securities  1999 - 2004
Morgan Stanley  1989 - 1999
Dean Witter Reynolds   1987 - 1989
Air Products and Chemicals  1974 - 1984

Skills
Financial Analysis, Series 7, Financial Modeling, Research, Equities, Valuation, Capital Markets, Equity Research, Excel, Alternative Investments, Bloomberg, Equity Valuation, Bloomberg Terminal, Finance, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Excel, Private Equity

Education
Lehigh University - College of Business and Economics   1976 — 1978
MBA, Finance

Case Western Reserve University   1967 — 1971
B.S., Chemical Engineering

Carl J. DeLisi Carl J. DeLisi Greater New York City Area Details
Carl J. DeLisi's Dean Witter Reynolds Experience June 1982 - August 1987
Job President at LaraLuu Marketing
Industry Investment Management
Experience
LaraLuu Marketing   July 2012 - Present
Major Mutual Fund & Hedge Fund   January 2012 - Present
IQ Market Data Solutions   January 2011 - Present
Ingenious Intelligence, bnc., Inc.   September 2002 - Present
MetLife  2009 - December 2011
AIG Investments  March 2005 - June 2009
Deutsche Bank  1999 - 2002
Bankers Trust  1998 - 1999
Bank of New York  January 1988 - June 1998
Dean Witter Reynolds   June 1982 - August 1987

Skills
Private Equity, Securities, Enterprise Architecture, Data Analysis, Asset Managment, Investment Banking, Derivatives, Portfolio Management, Business Analysis, Management, IT Management, Vendor Management, SDLC, Alternative Investments, Integration, Trading, Bonds, Fixed Income, Investments, Risk Management, Banking, Financial Services, IT Strategy, Capital Markets, SQL, Requirements Gathering, Performance Management, Business Intelligence, Outsourcing, Equity Trading, Visio, Data Warehousing, Sales, Hedge Funds, Change Management, Databases, Requirements Analysis, Disaster Recovery, Project Management, Equities, Analysis, Program Management, Asset Management, Product Development, Software Project..., Data Modeling, Project Portfolio..., Trading Systems, Options

Education
King's College London   1996 — 1999

City University of New York-Brooklyn College   1983 — 1986

Brooklyn Law School   1980 — 1983
JD

New York University   1976 — 1980

Helene Mazur, MBA, CFP®, PCC Helene Mazur, MBA, CFP®, PCC Princeton, New Jersey Details
Helene Mazur, MBA, CFP®, PCC's Dean Witter Reynolds Experience January 1983 - January 1989
Job Leadership & Business Coach, Strategic Planning, Meeting Facilitator, Teams, Partnerships, Board Strategies, Transitions
Industry Management Consulting
Experience
Princeton Performance Dynamics   March 2000 - Present
ClientWise LLC  November 2007 - Present
Net Expat  October 2011 - Present
Merrill Lynch  January 1996 - March 2000
Bankers Trust Company  February 1989 - March 1996
Dean Witter Reynolds   January 1983 - January 1989
Electronic Data Systems  January 1980 - December 1982

Skills
Executive Coaching, Leadership Development, Coaching, Strategy, Nonprofits, Career Counseling, Strategic Planning, Leadership, Executive Development, Small Business, Marketing Strategy, Organizational..., Consulting, Team Building, Personal Development, Management Consulting, Public Speaking, Workshop Facilitation, Cross-functional Team..., Change Management, Organizational..., Entrepreneurship, Strategy Facilitation, Personal Strategic..., Retreat Facilitation, Business Planning, Strategic Planning..., Meeting Planning, Change Leadership, Team Leadership, New Business Development, Client Relationship..., Speaking Engagements, Leadership Communication, Time Management, Family Business, Strategic Thinking, Organizational Change, Mentoring, Large Group Facilitation, Problem Solving, Business Strategy, Organizational..., Teamwork, Employee Engagement, Strategy Development, Planning, meeting facilitation, Trusted Advisor, Emotional Intelligence

Education
College for Financial Planning   1990 — 1995
CFP, Financial Planning

New York University - Leonard N. Stern School of Business   1985 — 1989
MBA, Finance

University at Albany, SUNY   1976 — 1979
BS, Marketing

Chris Laughary Chris Laughary Greater Nashville Area Details
Chris Laughary's Dean Witter Reynolds Experience 1988 - 1992
Job Business Development Leader & Education Tools Innovator
Industry Management Consulting
Experience
Roundell Enterprises, LLC   2004 - Present
Lumens Integration, Inc.   March 2008 - September 2012
UL PureSafety  2007 - 2008
Renaissance Learning  January 2006 - August 2007
The Library Corporation  August 1998 - January 2006
The Smart School   1997 - 1998
School Board of Broward County  1993 - 1998
First United Methodist Church of Pompano Beach   1990 - 1992
Dean Witter Reynolds   1988 - 1992
Thomas James Associates  1986 - 1987

Skills
Product Development, Sales Management, Teaching, Integration, Channel Management, Consultative Selling, E-learning, Team Building, Strategic Planning, Mentoring, Social Media, Team Leadership, Customer Relations, Instructional Technology, Instructional Design, K-12, Library, Educational Technology, Distance Learning, Curriculum Development, Curriculum Design, Adult Education, Blended Learning, Staff Development, Content Development, Higher Education, Mobile Learning, Educational Leadership, Teacher Training, Instructor-led Training, Learning Management, Publishing, Strategic Partnerships, Academic Publishing, 3D, School Districts, Schools, Technology Evaluation, Multi-channel Marketing, Idea Generation, Product Management, Business Strategy, B2B, Team Management, Marketing Strategy, E-Learning, Channel Partners, Selling, Sales, Sales Operations

Education
Florida Atlantic University   1990 — 1993
Bachelor's degree, English/Language Arts Teacher Education

Texas State University-San Marcos   1984 — 1986
Business Administration Major and Management, General Studies

Alice Acevedo Alice Acevedo Greater New York City Area Details
Alice Acevedo's Dean Witter Reynolds Experience November 1981 - March 1985
Job Director of Business Development at Sweetwater Construction
Industry Design
Experience
Sweetwater Construction  July 2015 - Present
CFI  March 2013 - Present
Dancker, Sellew & Douglas (DS&D)   December 2011 - February 2013
Floor Logic   June 2011 - December 2011
Mannington Commercial  February 2008 - July 2011
Shaw Contract  October 2000 - March 2008
Cushman & Wakefern at Prudential   April 1996 - October 2000
Arbee Assoc   November 1987 - September 1990
Prudential Insurance  March 1985 - May 1987
Dean Witter Reynolds   November 1981 - March 1985

Skills
Furniture, New Business Development, Space-planning, Move Management, Interior Design, Trade Shows, Contract Negotiation, Flooring, Space planning, Submittals, Facilities Management, Furnishings, Design Research, Sales Management, Renovation, Workplace Design, Budgets, Interior Architecture, Construction, FF&E, Commercial Interiors, Sustainable Design, Marketing, Strategic Planning, Finish, Account Management, Retail, Rendering, Retail Design, Business Development, Sales Operations, Sales, LEED AP, Floor Plans, LEED, Space Planning

Education
Fashion Institute of Technology   1977 — 1979
AAS, Interior Design

FIT

Harry Rivenburgh CFP® Harry Rivenburgh CFP® Greater New York City Area Details
Harry Rivenburgh CFP®'s Dean Witter Reynolds Experience May 1983 - April 1989
Job CERTIFIED FINANCIAL PLANNER® at Raymond James Financial Services, Inc. Member FINRA/ SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   February 2007 - Present
AG Edwards and Sons  August 2003 - February 2007
Fidelity Investments  June 1992 - June 2002
Dean Witter Reynolds   May 1983 - April 1989

Skills
Retirement, Estate Planning, Insurance, Retirement Planning, Series 7, Retirement Income..., Asset Allocation, Charitable Giving, Investment Advisory, Mutual Funds, 401k, Annuities, IRA's, Wealth Management, Wealth Transfer, Series 63, Investment Strategies, Stocks, Securities, Investments, Personal Finance, Wealth, Alternative Investments, Bonds, Long Term Care, Fixed Income, Portfolio Management, Equities, Options, Asset Management, Financial Planning, Asset, Money, Financial Markets, Investment Banking, Financial Advisory, Wealth Accumulation, Pensions, ETFs, Insurance Planning, High Net Worth..., Financial Advice, Annuity, Hedge Funds, FINRA, 401k Rollovers, Comprehensive Wealth..., Investment Products, Roth IRA, Private Wealth...

Education
Adelphi University

Northport HS

PETER HURST PETER HURST Greater New York City Area Details
PETER HURST's Dean Witter Reynolds Experience January 1988 - January 1990
Job PRESIDENT AND CEO at GREATER NEW ENGLAND MINORITY SUPPLIER DEVELOPMENT COUNCIL
Industry Banking
Experience
GREATER NEW ENGLAND MINORITY SUPPLIER DEVELOPMENT COUNCIL   June 2015 - Present
MACQUARIE INFRASTRUCTURE AND REAL ASSETS, INC.   July 2014 - Present
OUR CLUB COLLECTION LLC   September 2013 - June 2015
THE COMMUNITY'S BANK   February 2001 - September 2013
United American Healthcare Corporation   November 2001 - September 2005
HURST CAPITAL PARTNERS, INC   February 1990 - February 2001
Brooklyn Bancorp, Inc./Crossland Federal Saving Bank   August 1993 - September 1996
Dean Witter Reynolds   January 1988 - January 1990
EF HUTTON  May 1986 - December 1987
Board of Governors of the Federal Reserve System  April 1984 - May 1986

Skills
Mergers & Acquisitions, Finance, Private Equity, Strategic Planning, Capital Markets, Restructuring, Corporate Finance, Banking, Commercial Lending, Portfolio Management, Financial Institutions, Investments, Mergers, Risk Management, Due Diligence, Loans, Commercial Banking, Business Strategy, Credit Analysis, Small Business, Team Building, Credit, Investment Banking, Financial Services, Entrepreneurship, Strategy, Negotiation, Financial Analysis, Retail Banking, Executive Management, Fundraising, Management, Management Consulting, Change Management, Venture Capital, Financial Modeling, Leadership, Public Speaking, New Business Development, Mortgage Lending, Business Development, Nonprofits, Leadership Development, Budgets, Contract Negotiation, Asset Management, Securities, Start-ups

Education
HARVARD LAW SCHOOL   1978 — 1981
JURIS DOCTOR, LAW

Duke University   1974 — 1978
Bachelor of Arts (B.A.), Accounting

Bryan Maher Bryan Maher Greater New York City Area Details
Bryan Maher's Dean Witter Reynolds Experience January 1992 - March 1996
Job Managing Director, FBR & Co.
Industry Capital Markets
Experience
FBR & Co.   August 2015 - Present
Township of West Windsor  January 2012 - Present
Craig-Hallum Capital Group  October 2012 - February 2015
Citadel Securities  June 2010 - September 2011
Collins Stewart  June 2009 - April 2010
RBC Capital Markets  June 2006 - June 2008
Calyon / Credit Lyonnais Securities   1999 - 2005
BT Alex. Brown  March 1996 - July 1999
Dean Witter Reynolds   January 1992 - March 1996
The Trump Organization  January 1990 - October 1991

Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Operations Management, Stocks, Equity Capital Markets, Hedge Funds, Long/Short Equity, Stock Picking, US Equities, Equities, Due Diligence

Education
Georgia State University   1992 — 1994
MBA, Strategic Management & Entrepreneurship

Clemson University   1986 — 1989
BS, Finance

Villanova University   1984 — 1986
Finance

Debra Kirsch Debra Kirsch Greater Chicago Area Details
Debra Kirsch's Dean Witter Reynolds Experience March 1986 - October 1990
Job Creator, Blue RIbbon Floor Plans
Industry Design
Experience
Blue Ribbon Floor Plans   1995 - Present
Reed-Martens Construction Group   October 2004 - October 2006
Northwestern Settlement  2005 - 2006
Hubbard Woods Circle   September 2001 - August 2002
Winnetka Village Caucus   November 1999 - October 2001
Hubbards Wood Circle   September 1997 - August 2001
Willow Wood Preschool  July 1993 - June 1997
Dean Witter Reynolds   March 1986 - October 1990
Stein Roe & Farnham  October 1984 - March 1986

Skills
Marketing, Residential Homes, Real Estate, Social Networking, Interior Design, Strategic Planning, Leadership, Advertising, Public Speaking, Renovation, Research, Small Business, Social Media, Construction, Entrepreneurship, Marketing Strategy, Customer Service, Investment Properties, Basements, Microsoft Excel, New Business Development, Sellers, Management, Public Relations

Education
Denison University   1980 — 1984
BA, Economics

New Trier High School East   1976 — 1980

Steve Wellmann Steve Wellmann Greater Boston Area Details
Steve Wellmann's Dean Witter Reynolds Experience 1989 - 1990
Job
Industry Information Technology and Services
Experience
Micro Focus  2013 - 2015
Barclays Capital  January 2010 - December 2013
Savings Bank Life Insurance  February 2001 - April 2010
Investors Bank & Trust  August 2000 - February 2001
Kana Communication   2000 - August 2000
Micro Focus  1990 - 2000
Dean Witter Reynolds   1989 - 1990
City of Newark  1988 - 1988
Mutual Benefit Life  1985 - 1987
Crum and Forster Insurance  1983 - 1985

Skills
Linux, Project Management, Unix, Oracle HR, Pre-sales, Data Migration, DB2, Mainframe, SDLC, Requirements Analysis, Software Development, Databases, Software Project..., COBOL, SQL, Integration, SOA, CICS, Enterprise Architecture, Business Continuity, Disaster Recovery, Micro Focus Enterprise..., Legacy System Conversion, Enterprise Software, Cloud Computing, Microsoft SQL Server, Data Warehousing, Professional Services, Business Intelligence, Management, Consulting, IT Strategy, Oracle, Requirements Gathering, ETL, Business Analysis, ITIL, Sybase, IT Management, Agile Methodologies, Unix Shell Scripting, Data Modeling, Scrum, Systems Analysis, Performance Tuning, Database Design, Web Services, PL/SQL, Informatica, Websphere

Education
Free Code Camp   2015 — 2016
Full Stack Web Development

William Paterson University of New Jersey   1979 — 1995
BS

Fairleigh Dickinson University   1985 — 1988
Master of Business Administration (M.B.A.)

Susquehanna University   1977 — 1979

Eric Hans Eric Hans Greater Detroit Area Details
Eric Hans's Dean Witter Reynolds Experience January 1985 - January 1989
Job Account Executive at Ritchie Marketing Inc.
Industry Food & Beverages
Experience
Ritchie Marketing Inc.   February 2013 - Present
Custom Sales & Marketing   April 2011 - Present
Michaels & Associates Food Brokers   January 2000 - November 2010
ISB Sales Company   1996 - 2000
Gordon Food Service  January 1989 - January 1995
Dean Witter Reynolds   January 1985 - January 1989
Durkee Foods  January 1979 - January 1985

Skills
Retail, Food Service, Food, New Business Development, Management, Grocery, Merchandising, Income Statement, Account Management, Food Industry, Spectra, Shopper Marketing, Product Development, Negotiation, Budgets, Strategic Planning

Education
Central Michigan University   1974 — 1978
Bachelors, Business/Marketing

Gene Boyer Gene Boyer Arlington, Virginia Details
Gene Boyer's Dean Witter Reynolds Experience June 1992 - December 1995
Job Project Manager
Industry Construction
Experience
Bognet Construction  November 2014 - Present
The Pittsburgh Social Exchange  May 2014 - July 2014
C.J. Construction Management, LLC   March 2010 - May 2014
Ma'At Construction Group   October 2009 - March 2010
Ma'At Construction Group   January 2009 - October 2009
Commercial Construction & Project Management   June 1996 - September 2007
Dean Witter Reynolds   June 1992 - December 1995
Music Industry  March 1987 - June 1992
EMI Music  1991 - 1992
Omnitech, Inc.   1984 - 1986

Skills
Project Planning, Project Implementation, CPM Scheduling, Construction, Construction Management, Project Management, Strategic Planning, Team Building, Management, MS Project, Business Development, Contractors, Renovation, Project Coordination, Contract Management, Procurement, Process Scheduler, Leadership, Contract Negotiation, Primavera P6, Submittals, Change Orders, Subcontracting, Project Estimation, Construction Safety, Facilities Management, Value Engineering, Engineering, Green Building, Project Control, Project Bidding, LEED, Pre-construction, Cost Management, Feasibility Studies, LEED AP, Proposal Writing, Cost Control, Civil Engineering, Sustainability, Real Estate Development, HVAC, Land Development, BIM, Construction Drawings, Constructability, Design-Build, Estimates, Inspection, Materials

Education
Community College of Allegheny County   1990 — 1991
N/A, Business & Engineering

Penn State University   1984 — 1986
N/A, Business Management

Gateway Sr High School   1982 — 1984

Gateway Sr High School

Valley Forge Military Academy & College

Tiffany de Ruosi Tiffany de Ruosi Newport Beach, California Details
Tiffany de Ruosi's Dean Witter Reynolds Experience September 1991 - July 1993
Job Investment Advisor at Centaurus Financial, Inc.
Industry Investment Management
Experience
Centaurus Financial, Inc.   June 2007 - Present
Brookstreet Securities  July 2002 - July 2007
A.G. Edwards   July 1997 - July 2002
Edward Jones  July 1993 - July 1997
Dean Witter Reynolds   September 1991 - July 1993

Skills
Retirement Planning, Estate Planning, Investment Advisory, Tax Free Income, Retirement, Fixed Annuities, Series 7, 401k Rollovers, Variable Annuities, Wealth, Investments

Education
California State University-Long Beach   1984 — 1990
Bachelors of Science, Finance and Business Administration, Financial Markets, Banking, Corporate, Finance, and Securities Law and Business

Carl Craig Carl Craig Miami/Fort Lauderdale Area Details
Carl Craig's Dean Witter Reynolds Experience February 1985 - March 1994
Job Independent Arts and Crafts Professional
Industry Arts and Crafts
Experience
Fine Arts by Carl   June 2007 - Present
Office of the Prime Minister of Haiti   2004 - 2006
Merrill Lynch  1998 - 2002
Prudential Securities  1994 - 1998
Dean Witter Reynolds   February 1985 - March 1994

Skills
Arts..., Strategic & Business..., International Business, Business Planning, Management Consulting, Business Strategy, New Business Development, Strategy Development, Arts, Strategic Planning, Marketing, Fine Art, Marketing Strategy, Photography, Financial Analysis, Painting, Social Media, Visual Arts, Television, Art History, Contemporary Art, Nonprofits, Oil Painting, Drawing, Curating, Galleries, Arts Administration, Art, Craft, Customer Service

Education
Florida International University   1979 — 1981
B.S., International Business & Finance

U.S.A.F. School of Aerospace Sciences   1974 — 1975
Air Traffic Controller

Michael Mulrooney Michael Mulrooney Greater Boston Area Details
Michael Mulrooney's Dean Witter Reynolds Experience March 1986 - January 1988
Job Registered Support Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
Wells Fargo Advantage Funds  May 2012 - March 2013
KBW Inc   September 2001 - October 2011
KBW Asset Mgmt Inc   May 2001 - September 2001
KBW Inc   March 1996 - May 2001
National Financial Services Corp   March 1992 - March 1996
United States Marine Corps  March 1988 - January 1992
United States Marine Corps  1988 - 1992
United States Marine Corps  1988 - 1992
Dean Witter Reynolds   March 1986 - January 1988

Skills
Series 7, Series 63, Series 55, Series 4, Life & Health Insurance..., Alternative Investments, Bloomberg, Capital Markets, Equity Trading, FINRA, Fixed Income, Hedge Funds, Trading, Securities

Education
Campbell University   1989 — 1990
Business

Stephanie Link Stephanie Link Greater New York City Area Details
Stephanie Link's Dean Witter Reynolds Experience December 1992 - February 1997
Job Managing Director, Equity Investments, Active Portfolio Management at TIAACREF
Industry Investment Management
Experience
TIAA-CREF  February 2015 - Present
TheStreet, Inc.   May 2008 - February 2015
Prudential Equity Group  February 1997 - July 2007
Dean Witter Reynolds   December 1992 - February 1997

Skills
Equity Research, Equities, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Mutual Funds, Fixed Income, Portfolio Management, Financial Analysis, Asset Managment, Trading, Trading Strategies, Investments, Asset Management, Bloomberg, Valuation, Investment Advisory, Investment Strategies

Education
Boston College   1987 — 1991
BS, Finance

Bill Hammett Bill Hammett San Francisco Bay Area Details
Bill Hammett's Dean Witter Reynolds Experience 1980 - 1985
Job Hammett & Edison, Inc., Wireless Telecommunications Safety & Compliance Engineers
Industry Telecommunications
Experience
Hammett & Edison   January 1989 - Present
Hammett & Edison, Inc.   1985 - January 1989
Dean Witter Reynolds   1980 - 1985
Standard Oil Company, Inc  1978 - 1980

Skills
RF Engineering, RF Design, Public Speaking, Antennas, Cellular Communications, Wireless, RF design, Broadband, RF, Optimization, Project Management, Fiber Optics, 3G, Zoning, Microwave, Project Planning, Network Design, Program Management, Electromagnetics, Telecommunications, FCC

Education
University of Illinois at Urbana-Champaign
MS, Mechanical Engineering

Dartmouth College
AB, Engineering Sciences & Mathematics

James Mabbutt James Mabbutt Sacramento, California Area Details
James Mabbutt's Dean Witter Reynolds Experience September 1987 - December 1992
Job Founder and President at Accurate Financial Solutions
Industry Investment Management
Experience
Accurate Financial Solutions a Registered Investment Advisor   July 2015 - Present
NMP Associates   April 2003 - Present
Merrill Lynch  December 1992 - April 2003
Dean Witter Reynolds   September 1987 - December 1992

Skills
Investments, Financial Planning, Retirement Planning, Investment Management, Securities, Insurance, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Investment Advisory, FINRA, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Wealth, Series 63

Education
California State University-Sacramento   1982 — 1987
BS, Finance

Tom Roache Tom Roache Daytona Beach, Florida Area Details
Tom Roache's Dean Witter Reynolds Experience January 1986 - April 1997
Job President at Clean As A whistle
Industry Construction
Experience
Clean As A whistle  November 2001 - Present
Paine Webber  May 1997 - December 2001
Dean Witter Reynolds   January 1986 - April 1997

Education
Embry-Riddle Aeronautical University
Bachelor of Science, Aviation Business Administration

Cal State San Bernardino

Bill Conforti Bill Conforti Portland, Oregon Area Details
Bill Conforti's Dean Witter Reynolds Experience January 1996 - January 1997
Job Risk Management/BusinessSystems Analyst/Project Management/Technology Bus Liaison at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  March 2011 - August 2011
Wells Fargo  September 2009 - October 2010
Wells Fargo Bank  March 2006 - August 2009
Wells Fargo Bank  March 2004 - July 2006
Indymac Bank  January 2001 - January 2003
Mirror Corporation   January 1999 - January 2000
Wells Fargo Bank  January 1997 - January 1999
Dean Witter Reynolds   January 1996 - January 1997
Wells Fargo Bank  September 1991 - November 1994
First Interstate Bank  January 1989 - October 1991

Skills
SDLC, Finance, Business, Risk Management, Banking

Education
University of California, Los Angeles   1983 — 1983
Economics PhD Program

Arizona State University   1979 — 1981
BS, Economics/Business

Harry Jack Russell Harry Jack Russell Lexington, Kentucky Details
Harry Jack Russell's Dean Witter Reynolds Experience 1979 - 1986
Job Partner, Russell Capital Management
Industry Investment Management
Experience
Russell Capital Management  1991 - Present
JC Bradford  1986 - 1990
Dean Witter Reynolds   1979 - 1986
Hilliard Lyons  1968 - 1979

Skills
Investment Strategies, Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Management, Investment Advisory, Financial Analysis, Equities, Management, Private Equity, Series 63, Fixed Income, ETFs, Series 7, Mutual Funds, Securities

Education
University of Manchester - Manchester Business School
Business Administration, International Wealth Management

Transylvania University

University of Pennsylvania - The Wharton School   1988 — 1991
The SIA Securities Institute

Arleatha Williams Arleatha Williams Greater New York City Area Details
Arleatha Williams's Dean Witter Reynolds Experience May 1986 - May 1993
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 2006 - Present
UBS Financial Services  July 2002 - July 2006
Prudential Securities  May 1993 - July 2002
Dean Witter Reynolds   May 1986 - May 1993

Skills
Retirement Planning, Financial Advisory, Retirement Plan..., Wealth-Preservation..., Multi-Generational..., Investment Planning, Business-Owner Planning, 401(k) Rollovers

Education
Marymount University   1981 — 1982
MBA, Finance

Florida State University   1973 — 1977
BS, Business Administration-Fashion Merchandising

Henry Carrey Henry Carrey Greater Boston Area Details
Henry Carrey's Dean Witter Reynolds Experience January 1980 - March 1981
Job Business Analyst at IBM
Industry Computer Software
Experience
IBM  March 1982 - Present
Dean Witter Reynolds   January 1980 - March 1981
University of Souther California   June 1978 - June 1980

Skills
Management, Budgets, Auditing, Procurement, Selling, Strategy, Program Management, Team Leadership, Project Management, Leadership, Product Management, Finance, Business Process, Social Media, Microsoft Excel

Education
University of Southern California   1980 — 1981
None, Doctoral program : Applied Linguistics

University of Massachusetts Boston   1978 — 1979
M. Ed, Multicultural Education

Noreast London Polytechnic , UK   1973 — 1974
Certificate, Teaching English as a Foreign Langiuage

University of Reading at Newlands Park , UK   1970 — 1971
Diploma, Primary Education - al subjects ; Secondary- History and Civics

Boston University   1967 — 1969
B.A., History, Education

The University of Kent at Canterbury,UK   1964 — 1967
20th century European History/Literature/Philosophy

Scott Reding Scott Reding Greater New York City Area Details
Scott Reding's Dean Witter Reynolds Experience 1980 - 1987
Job Entrepeneur seeking company(ies) to purchase
Industry Health, Wellness and Fitness
Experience
Aerie Pharmaceuticals  August 2011 - June 2012
CFO Leadership Group   2008 - July 2011
Biodel Inc.  2006 - 2007
Molecular Staging  2000 - 2005
Zonagen   1998 - 2000
ImmunoTherapy   1995 - 1998
Nomura Securities International  1987 - 1996
Dean Witter Reynolds   1980 - 1987
Union Trust Company  1974 - 1979

Skills
IPO Expert, Capital Raising, Investor Relations, Mergers & Acquisitions, Strategy, Venture Capital, IPO, Finance, Leadership, Investment Banking, Joint Ventures, Strategic Planning, Management, Equities, Biotechnology, Start-ups, Mergers, Sarbanes-Oxley Act, Lifesciences, Private Placements, Executive Management, Due Diligence, New Business Development, Program Management, Corporate Development, Acquisition Integration, Restructuring, Commercialization, Private Equity, International Business, Managerial Finance, Entrepreneurship, Turn Around Management, M&A experience, P&L Management, Business Planning, Divestitures, Strategic Partnerships, Emerging Markets, Corporate Finance, Competitive Analysis, Strategic Financial..., Financial Modeling, Strategic Consulting, Valuation, Strategic Alliances, Acquisitions, Treasury Management, Financial Analysis

Education
Columbia University - Columbia Business School   1979 — 1980
MBA, Major: Finance; Minors: Accounting & International Business

Brown University   1969 — 1973
AB, Political Science, English

Ed Sapeta Ed Sapeta Algonquin, Illinois Details
Ed Sapeta's Dean Witter Reynolds Experience September 1984 - May 1987
Job Retired after 37 Years at IBM and associated companies.
Industry Information Technology and Services
Experience
IBM  December 2014 - Present
IBM Global Services  May 1987 - Present
Dean Witter Reynolds   September 1984 - May 1987
Allstate Insurance Company  May 1977 - September 1983
Abraham & Straus Department Stores   June 1966 - May 1977

Skills
People Management, Lotus Notes, Telecommunications, Management, CRM, Customer Satisfaction, Data Center, Integration, Account Management, MS Project, Outsourcing, Service Delivery, ITIL, Networking, Disaster Recovery, Vendor Management, Project Delivery, Cloud Computing

Education
Fairfield University   1968 — 1972
BA, Economics, History

St. Mary's High School   1964 — 1968

Patty Otterson, CIMA® Patty Otterson, CIMA® Jacksonville, Florida Area Details
Patty Otterson, CIMA®'s Dean Witter Reynolds Experience 1982 - 1987
Job Senior Vice President, Investments at Otterson Allison Wealth Management Group of Raymond James
Industry Financial Services
Experience
Otterson Allison Wealth Management Group of Raymond James   July 2009 - Present
SunTrust Investment Services  June 2004 - July 2009
Prudential Securities  August 1987 - June 2004
Dean Witter Reynolds   1982 - 1987
Ernst & Whinney  1980 - 1982

Skills
Investments, Finance, Securities, Tax, Financial Advisory, Mutual Funds, Retirement Planning

Education
Grove City College
Bachelor of Arts (B.A.), Accounting

University of Pennsylvania - The Wharton School
Certified Investment Management Analyst

Redigo Mateo Redigo Mateo Greater New York City Area Details
Redigo Mateo's Dean Witter Reynolds Experience January 1985 - January 1990
Job Financial Services Professional
Industry Financial Services
Experience
Medisave USA LLP   Assistant Manager North America OperationsMedisave USA LLPMay 2009 - Present
Cantor Fitzgerald  July 2007 - April 2008
Santander Investment Securities  April 2007 - July 2007
Nomura securities Intl  December 2006 - April 2007
Verizon Wireless  December 2005 - December 2006
UBS Warburg  April 1996 - March 2005
Neuberger & Berman   January 1990 - January 1996
Dean Witter Reynolds   January 1985 - January 1990

Skills
Options, Trading, Bloomberg, Settlement, Back Office, Account Reconciliation, Data Entry, Securities, Fixed Income, Bonds, Customer Satisfaction, Financial Services, Journal Entries, Stocks, FX Options

Education
Ashford University   2009 — 2014
BA, Accounting

Fort Hamilton H.S.   1981 — 1985
Diploma, Business Administration and Management, General

Fort Hamilton H.S
HIGH SCHOOL DIPLOMA, Business Administration and Management, General

Jay Anton Jay Anton Greater Boston Area Details
Jay Anton's Dean Witter Reynolds Experience 1994 - 1995
Job Senior Network Engineer at EnerNOC CCNA Certified
Industry Information Technology and Services
Experience
EnerNOC  May 2014 - Present
Hachette Book Group USA  July 2006 - May 2014
Dunkin' Brands  2000 - 2006
Stream International  1996 - 2000
Dean Witter Reynolds   1994 - 1995

Skills
Cisco Routers, Cisco Nexus, Cisco Wireless, Cisco IOS, Networking, Disaster Recovery, Vendor Management, Active Directory, Data Center, Windows Server, Troubleshooting, Servers, Security, Technical Support, Cloud Computing, Software Documentation, Microsoft Exchange, Virtualization, Cisco Technologies, Windows 7

Education
Northeastern University   1986 — 1992
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Boston University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Mercedes D Bujans Mercedes D Bujans Tampa, Florida Details
Mercedes D Bujans's Dean Witter Reynolds Experience 1990 - 1994
Job Experienced in Financial / Brokerage Regulation and Compliance.
Industry Financial Services
Experience
State of Florida  2004 - Present
Citigroup  1996 - 2004
NationsSecurities   1994 - 1996
Dean Witter Reynolds   1990 - 1994
Dean Witter Reynolds / International Operations & Liaison Center   1980 - 1990

Skills
Museums, History, Grant Writing, Research, Financial Analysis, Banking, Analysis, Management, Spanish, Finance, Training, Nonprofits, Policy, Securities, System Administration, Portfolio Management, Microsoft Excel, Auditing, Accounting, Customer Service, Insurance, Access, Accounts Receivable, Accounts Payable, Administration, Grants, Budgets, Government, Data Analysis

Education
University of South Florida
Master of Arts (M.A.), American History (United States), Ongoing

University of South Florida
Graduate Certificate, Museum Studies, Ongoing

Caldwell College   1970 — 1973
Bachelor of Arts (B.A.), Fine and Studio Arts

Ruston Academy   1956 — 1960
Grade school, La Habana, Cuba

Stephen Bernhardt Stephen Bernhardt Greater Chicago Area Details
Stephen Bernhardt's Dean Witter Reynolds Experience 1984 - 1988
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  July 2003 - Present
AAM  2001 - 2002
Prudential Securities  1994 - 2000
Morgan Stanley Smith Barney  1988 - 1994
Dean Witter Reynolds   1984 - 1988

Skills
Fixed Income, Portfolio Management, Capital Markets, MBS, Bonds, Trading, Investments, Bloomberg, Asset Managment, Financial Modeling, Structured Products, Hedge Funds, Securities, Investment Banking, Asset Allocation, Equities, Alternative Investments, ABS, Structured Finance, Credit Derivatives

Education
Brown University   1980 — 1984
BA, Economics

Dedham High School   1976 — 1980

Michael G. Rivas, CFP® Michael G. Rivas, CFP® Greater New Orleans Area Details
Michael G. Rivas, CFP®'s Dean Witter Reynolds Experience March 1994 - April 1997
Job Providing feeonly financial guidance to GenX families
Industry Financial Services
Experience
Bienvenue Wealth LLC   March 2010 - Present
M.G. Rivas Financial Inc.   April 1999 - June 2010
Banque National de Paris Securities   April 1997 - April 1999
Dean Witter Reynolds   March 1994 - April 1997
Cargill Investor Services  March 1990 - April 1994

Skills
Equities, Fixed Income, Financial Advisory, Options, Wealth Management, Finance, Strategic Financial..., Risk Management, Asset Management, Financial Services, Retirement Planning, Estate Planning, Fishing, Investments, Securities, Derivatives, Snowboarding, Asset Managment, Trading, Investment Advisory, Bonds, Hedge Funds, Investment Management, Portfolio Management, Retirement, FINRA, Hedging, Series 7, Mutual Funds, Alternative Investments, Series 63, Investment Strategies, Asset Allocation, Financial Planning, Consumer Advocacy, ETFs, Financial Markets, Wealth Management..., Financial Planners, 401k

Education
Florida State University   2010 — 2011
Certificate in Financial Planning, Finance, General

Louisiana State University   1984 — 1989
B.S., Finance

Jesuit High School   1980 — 1984

Maria Banda Maria Banda Cleveland/Akron, Ohio Area Details
Maria Banda's Dean Witter Reynolds Experience May 1994 - February 1997
Job Circulation Supervisor at Cuyahoga County Public Library
Industry Libraries
Experience
Cuyahoga County Public Library  November 2010 - Present
Cuyahoga County Public Library  October 1997 - March 2010
Dean Witter Reynolds   May 1994 - February 1997

Skills
Library Science, Archives, Digital Preservation, Library, Community Outreach, Records Management, Library Instruction, Information Literacy, Cataloging, Circulation, Public Speaking, Blogging, Academic Libraries, Library Research, Public Libraries, Library 2.0, Library Management, Books, Library Reference, Web 2.0, Reader's Advisory, Digital Libraries, Online Research, Higher Education, Public Services, Virtual Reference, Museum Collections, Electronic Resources, Dewey Decimal System, Library Programming, Millenium, Libraries

Education
Cleveland State University   1983 — 2009
Bachelor of Applied Science (B.A.Sc.), Organic Chemistry

Lorain County Community College   1980 — 1983
Associate of Science (A.S.), Organic Chemistry

Alicia Leonard-Stacker Alicia Leonard-Stacker Springfield Gardens, New York Details
Alicia Leonard-Stacker's Dean Witter Reynolds Experience August 1997 - October 1999
Job Vice President at Safra National Bank of New York
Industry Banking
Experience
Safra National Bank of New York  June 2008 - Present
Morgan Stanley  April 2004 - January 2008
Morgan Stanley Dean Witter  October 1999 - April 2004
Dean Witter Reynolds   August 1997 - October 1999

Education
Baruch College, City University of New York (CUNY)   2001 — 2004
Master of Business Administration (MBA), Finance and International Business

Stony Brook University   1993 — 1997
Bachelor's degree, Economics

Carlos J. Perez Carlos J. Perez Miami/Fort Lauderdale Area Details
Carlos J. Perez's Dean Witter Reynolds Experience January 1983 - July 1988
Job President, CEO at Global Insurance Consultants, Inc.
Industry Insurance
Experience
Global Insurance Consultants, Inc.   April 1996 - Present
Chase Manhattan Investment Services   April 1994 - July 1996
Shearson Lehman Brothers  July 1988 - April 1994
Dean Witter Reynolds   January 1983 - July 1988

Skills
Insurance, Strategic Planning, Sales Management, Business Strategy, Health Insurance, Executive Management, Underwriting, Risk Management, Marketing Strategy, New Business Development, Mergers, Strategic Financial..., Investments, Management, Business Planning, Finance, Negotiation, Mergers & Acquisitions, Healthcare, Account Management, Leadership, Analysis, Budgets, Financial Analysis, Process Improvement, Management Consulting, Start-ups, Sales, Strategy, Team Building, Business Development, Contract Negotiation, Entrepreneurship, Marketing, Coaching, Small Business, Business Analysis, Operations Management, Change Management, Leadership Development, CRM, Training, Employee Benefits, Program Management, Business Process..., Cross-functional Team..., Team Leadership, Organizational..., Competitive Analysis, Market Research

Education
Clemson University   1977 — 1981
B.A., Economics

Clemson University - College of Business and Behavioral Science   1977 — 1981
B.A., Economics

T.L. Hanna High School   1974 — 1977

April Huggins April Huggins San Diego, California Details
April Huggins's Dean Witter Reynolds Experience 1986 - 1992
Job Executive Assistant at Private Asset Management, Inc.
Industry Investment Management
Experience
Private Asset Management, Inc.   January 1993 - Present
Dean Witter Reynolds   1986 - 1992

Education
California State University-Fullerton
Professional Fiduciary Management for Trustees

El Dorado Business College

DAVID MELBY DAVID MELBY Greater Chicago Area Details
DAVID MELBY's Dean Witter Reynolds Experience May 1993 - September 1996
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2009 - Present
Oppenheimer and Co. Inc   September 1996 - March 2009
Dean Witter Reynolds   May 1993 - September 1996

Education
Elmhurst College   1990 — 1993

Michael D. Vinick Michael D. Vinick Springfield, Massachusetts Details
Michael D. Vinick's Dean Witter Reynolds Experience June 1987 - December 1989
Job Duct & Vent Cleaning of America, Inc ., President
Industry Facilities Services
Experience
Duct & Vent Cleaning of America, Inc   January 1990 - Present
Dean Witter Reynolds   June 1987 - December 1989

Skills
Mold Remediation, New Business Development, HVAC, Public Speaking, Nonprofits, Public Relations, Indoor Air Quality, Strategic Planning, Leadership, Fundraising, Inspection, Budgets, Customer Service, Team Building, Remediation, Contract Negotiation, Restoration, Mold, Water Damage, Fire Management, Asbestos, Mitigation, Environmental Services

Education
Boston University   1983 — 1987
Bachelor of Science, Management

Chris McAlpin Chris McAlpin Jackson, Mississippi Area Details
Chris McAlpin's Dean Witter Reynolds Experience May 1995 - August 1995
Job Sound Financial Strategies Group
Industry Investment Management
Experience
Sound Financial Strategies Group   June 2005 - Present
National Planning Corporation (NPC)   2008 - 2014
New York Life Insurance Company  December 2004 - June 2005
ADP  February 2000 - December 2004
Mississippi State Tax Commission  January 1999 - May 1999
Dean Witter Reynolds   May 1995 - August 1995

Skills
Investment Strategies, Retirement Planning, Investment Management, Personal Financial..., Biblical Studies, Biblical Teaching, Biblical Financial..., Asset Management, Insurance, Wealth Management, Public Speaking, Variable Annuities, Securities, Asset Allocation, Investment Advisory, Wealth Accumulation, Wealth Preservation..., Income Distribution

Education
College of Financial Planning   2007 — 2013
Certified Financial Planner Plus, CFP PLUS, Investments and Securities

College of Financial Planning   2006 — 2006
Chartered Mutual Fund Counselor, CMFC, Investments and Securities

King's College London   1999 — 1999
Graduate level, International Finance

Mississippi College   1998 — 1999
Master of Business Administration (M.B.A.), Finance, General

University of Mississippi   1997 — 1998
Bachelor of Accountancy

Arkansas State University   1994 — 1996
Accounting

Neil Piper Neil Piper Red Bank, New Jersey Details
Neil Piper's Dean Witter Reynolds Experience 1984 - 1988
Job Financial Advisor*Wealth Preservation Strategies*Red Bank, NJ*401(k)*Money Managment*Estate Planning*Broker*Retirement*
Industry Financial Services
Experience
Invest Financial Corporation  August 2003 - Present
Vestax   1998 - 2002
American Capital Corp   1988 - 1998
Dean Witter Reynolds   1984 - 1988

Skills
Fixed Annuities, Retirement Planning, Securities, Disability Insurance, Financial Services, FINRA, Wealth Management, Series 7, Retirement, Mutual Funds, Series 63, Investment Advisory, Strategic Financial..., Investments, Life Insurance, Estate Planning, 401k, Financial Advisory, Insurance, Long-term Care, Asset Management, Series 6, IRAs, Asset Allocation, Variable Annuities, Investment Strategies, Financial Planners, Wealth, Alternative Investments, Portfolio Management, Term Life Insurance, Bonds, Investment Management, Series 24, 401k Rollovers, Equities, Whole Life, Fixed Income, Wealth Management..., Roth IRA, Employee Benefits, Indexed Annuities, Long Term Care Insurance, Personal Financial..., Certified Financial..., Trading, Wealth Accumulation, Pensions, Small Business, Finance

Education
California University of Pennsylvania
BA, Humanities

Molly Pieroni Molly Pieroni Dallas/Fort Worth Area Details
Molly Pieroni's Dean Witter Reynolds Experience 1990 - 1992
Job
Industry Investment Management
Experience
JatoTech Ventures   August 1999 - Present
Highside Capital Management  August 2008 - September 2013
The Boston Consulting Group  1994 - 1999
Dean Witter Reynolds   1990 - 1992

Skills
Equities, Financial Modeling, Strategic Partnerships, Investments, Valuation, Alternative Investments, Private Equity, New Business Development, Financial Analysis, Hedge Funds, Business Strategy, Trading, Due Diligence, Asset Management, Portfolio Management

Education
Harvard Business School   1992 — 1994
MBA

William & Mary   1986 — 1990
BBA, Finance

Bruce King Bruce King San Francisco Bay Area Details
Bruce King's Dean Witter Reynolds Experience September 1987 - July 1988
Job VP of Finance at International Asset Systems
Industry Information Technology and Services
Experience
IAS - International Asset Systems  January 2012 - Present
Dominican University of California  January 2014 - Present
Belcorp  August 2011 - October 2011
SolarCraft  December 2007 - July 2011
Cate School  July 2002 - June 2011
Live Out Loud  April 2007 - August 2007
The Coaches Training Institute  December 2001 - February 2007
Kingsbrook Inc.   July 1994 - March 2001
Coopers & Lybrand  June 1990 - April 1994
Dean Witter Reynolds   September 1987 - July 1988

Skills
Start-ups, Financial Analysis, Strategic Planning, Business Strategy, Budgets, Executive Management, Project Finance, SaaS, Turn Around Management, Financial Accounting, Leadership, Team Leadership, Leadership Development, Operations Management, Entrepreneurship, Marketing, Strategy, Job Costing, International Business, Cost Accounting, High Growth Companies, Turnarounds, Creative Problem Solving, IT Management, US GAAP, Staff Mentoring, Supply Chain Management, Import/Export, Technology..., Budget Development, Budget Management, Financial Forecasting, Finance, Management

Education
New York University - Leonard N. Stern School of Business   1990 — 1993
MBA, Finance

Colgate University   1985 — 1990
BA, Economics

Cate School   1981 — 1985
High School Diploma

Jason Wade Jason Wade Washington D.C. Metro Area Details
Jason Wade's Dean Witter Reynolds Experience May 1995 - September 1995
Job Director of IT Effectiveness at Marriott International
Industry Management Consulting
Experience
Marriott International  April 2015 - Present
SM&A  January 2011 - Present
Cardinal Technologies  March 2009 - March 2011
FannieMae  March 2002 - January 2009
Peopleclick  2000 - 2002
MCI/Worldcom  February 1999 - March 2000
Fannie Mae  September 1995 - February 1999
Dean Witter Reynolds   May 1995 - September 1995

Skills
Cross-functional Team..., Business Analysis, Project Management, Earned Value Management, Change Management, Program Management, Product Management, SDLC, Risk Management, COBRA, MS Project, Strategic Planning, Strategy, PMO, Analysis, Budgets, Vendor Management, CRM, Integration, Project Planning, Microsoft Project

Education
George Mason University   1992 — 1997
Bachelor of Science, Economics

Great Bridge High School   1985 — 1988

James Ripley James Ripley Boise, Idaho Area Details
James Ripley's Dean Witter Reynolds Experience 1993 - 1995
Job Senior Financial Advisor with Ripley Financial Management at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   October 1995 - Present
Dean Witter Reynolds   1993 - 1995

Skills
Weath Management, Retirement Planning, Insurance Planning, Financial Planning, Estate Planning

Education
Boise State University   1989 — 1993
BBA, Finance

University of Idaho   1988 — 1989

Capital High School

Joanne Murray Joanne Murray San Francisco Bay Area Details
Joanne Murray's Dean Witter Reynolds Experience January 1995 - January 1996
Job Executive Assistant at Life Technologies
Industry Biotechnology
Experience
Life Technologies  January 1997 - Present
Applied Biosystems  1997 - 2009
Dean Witter Reynolds   January 1995 - January 1996
Business Temps   January 1994 - January 1995
Cohn, Schlauger & Sommer, Inc.   January 1984 - January 1994
Volunteer Work  1978 - 1986

Skills
MS Office Suite, SAP, Travel, Lotus Notes, Biotechnology, Outlook, Administrative..., Calendars, Visio, Concur, Microsoft Excel, Expense Management, Confidentiality, Software Documentation, Lifesciences, Office Management, PowerPoint, Travel Arrangements, Data Entry, Microsoft Word, Leadership, Expense Reports, Calendaring

Education
University of Phoenix (Axia College)   2007 — 2008
WIP, Accounting

College of San Mateo   1987 — 2000
Computer Science

San Mateo High School

Shari Hymowitz Shari Hymowitz Greater New York City Area Details
Shari Hymowitz's Dean Witter Reynolds Experience February 1994 - March 1995
Job Industry Classification Benchmark Manager
Industry Online Media
Experience
DOW JONES & CO. INC   March 1995 - Present
Dean Witter Reynolds   February 1994 - March 1995
Winner Communications   June 1993 - February 1994

Skills
Strategic Planning, Vendor Management, Marketing Strategy, Social Media, New Business Development, Advertising, Customer Service, Editing, Strategy, Business Analysis, Market Research, Management, Salesforce.com, Research, Marketing Communications, Microsoft Excel, Data Analysis, Accounting, Product Development, Online Advertising, Integrated Marketing

Education
City University of New York-Brooklyn College   1989 — 1993
Bachelors Degree, Economics

Canarsie School / Isaac Bildersee JHS

Ellen Zadoff Ellen Zadoff Greater Philadelphia Area Details
Ellen Zadoff's Dean Witter Reynolds Experience January 1986 - January 1989
Job Market Research Manager NA at Johnson Matthey Inc
Industry Chemicals
Experience
Johnson Matthey Inc  February 1990 - Present
Dean Witter Reynolds   January 1986 - January 1989
Dean Witter Reynolds   1983 - 1986

Skills
Forecasting, Market Research, New Business Development, Strategic Planning, Market Planning, Product Development, Strategy, Recruiting, Cross-functional Team..., Six Sigma, Project Management, Leadership, Materials, Team Leadership, Business Strategy, Marketing, Negotiation, Management, Customer Service, Continuous Improvement, Business Development, Competitive Analysis

Education
Fordham Gabelli School of Business   1986 — 1988
MBA, Finance

University at Buffalo   1976 — 1978
BS, Human Resources

Cass Almendral Cass Almendral Greater New York City Area Details
Cass Almendral's Dean Witter Reynolds Experience January 1984 - January 1987
Job Managing Director at Wall Street Solutions Group, Inc.
Industry Investment Management
Experience
Wall Street Solutions Group, Inc.   October 2010 - Present
CassWorld.com   June 1997 - Present
CA Consulting, LLC  February 2009 - October 2010
Strategic Growth International - Investor Relations Inc.   February 2008 - October 2009
The Beryl Consulting Group, LLC   July 2007 - February 2008
Cornell Capital   September 2004 - July 2005
Computer Intelligence Group, Inc.   January 1992 - July 2005
Kidder, Peabody  January 1987 - January 1991
Dean Witter Reynolds   January 1984 - January 1987

Skills
Hedge Funds, MBS, Stock Valuation, Alternative Investments, Equities, Investments, Asset Managment, Private Equity, Capital Markets, Valuation, Fixed Income, Portfolio Management, Financial Modeling, Trading, Investment Banking, Derivatives, Emerging Markets, Venture Capital, Investment Strategies, Investor Relations, Asset Allocation, Asset Management, Bloomberg, Bonds, Business Development, Capital, Commodity, Corporate Development, Corporate Finance, Electronic Trading, Due Diligence, Entrepreneurship, Equity Derivatives, Equity Research, Equity Trading, Equity Valuation, Finance, Financial Markets, Financial Services, Funding, Financial Analysis, Financial Structuring, Hedging, IPO, Investment Advisory, Investment Management, Mergers, Mergers & Acquisitions, Mutual Funds, Project Finance

Education
SUNY Binghamton   1980 — 1983
BS

Angus Tucker Angus Tucker Topeka, Kansas Area Details
Angus Tucker's Dean Witter Reynolds Experience 1994 - 1996
Job Co Founder/Financial Officer, Black Label Transportation Group
Industry Financial Services
Experience
Black Label Chauffeur Services   November 2013 - Present
Plan B Partners   May 2012 - Present
Heritage Bank  April 2009 - December 2011
Landmark National Bank  April 2006 - April 2009
Commerce Bancshares, Inc.   May 2005 - April 2006
Bank of America  February 2002 - December 2004
Frontier Bank  December 1999 - February 2002
North County Bank  May 1999 - December 1999
NationsBank  January 1996 - May 1999
Dean Witter Reynolds   1994 - 1996

Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Loans, Commercial Mortgages, Credit, Underwriting, Consumer Lending, Credit Analysis, Deposits, Treasury Services, Banking, Workout, Portfolio Management, Loan Documentation, Servicing, Referrals, Cash Flow, Origination, Financial Analysis, Real Estate, Rates, Small Business, Commercial Credit, Data Analysis, Analysis, Business Analysis, Competitive Analysis, Requirements Analysis, Analytics, Credit Risk, Cash Management, Retail Banking, Asset Based Lending, Risk Management, Investments, Treasury Management, Loan Origination, Risk, Compliance, Cross Selling, Financial Reporting, Corporate Finance, Loan Servicing, SBA, Refinance, Financial Services, Banking Relationships, Retirement Planning

Education
Florida State University - College of Business   1991 — 1993
BS, Finance & Multinational Business Operations

Sandy Hom Sandy Hom Greater New York City Area Details
Sandy Hom's Dean Witter Reynolds Experience June 1994 - September 1996
Job Senior Credit Risk Management Professional | Underwriting | Portfolio Management | Risk Ratings
Industry Banking
Experience
GE Capital  November 2014 - Present
GE Capital Americas  April 2011 - November 2014
GE Capital Americas  October 2006 - April 2011
GE Capital Americas  December 2001 - October 2006
GE Capital - Structured Finance Group  July 1998 - November 2001
Dean Witter Reynolds   June 1994 - September 1996
Fleet Financial Group  June 1993 - July 1994

Skills
Due Diligence, Portfolio Management, Leveraged Finance, Structuring, Credit, Underwriting, Credit Analysis, Financial Analysis, Risk Management, Risk, Cash Flow, Analytics, Compliance, Data Governance, Regulatory Reporting, Regulatory Risk, Internal Controls, Process Control, Financial Risk, Loans, Investments, Valuation, Restructuring, Financial Structuring

Education
New York University - Leonard N. Stern School of Business   1996 — 1998
MBA, Finance

Cornell University   1989 — 1993
BS, Economics

Christopher (Kit) Lawson Christopher (Kit) Lawson Greater Chicago Area Details
Christopher (Kit) Lawson's Dean Witter Reynolds Experience 1978 - 1979
Job Managing Principal at Lawson Ergo Sum
Industry Medical Devices
Experience
Lawson Ergo Sum   January 2013 - Present
SummerPlace   September 2007 - April 2014
Water's Edge Inn and Conference Center   1987 - 2007
Suburban Real Estate Services   2000 - 2003
Heelbo, A Holister Company   1997 - 2001
Northgate Technologies  1994 - 1997
Applied Medical Devices   1991 - 1993
Applied Vascular   1989 - 1991
Deknatel  1979 - 1989
Dean Witter Reynolds   1978 - 1979

Skills
Sales Management, Sales, Marketing, Marketing Strategy, New Business Development, Team Building, Business Strategy, Coaching, Public Speaking, Insurance, Contract Negotiation, Negotiation, Microsoft Office, Time Management, Investments, Microsoft Excel, Selling, Forecasting, Leadership, Microsoft Word, Recruiting, Budgets, Account Management, Sales Operations, Direct Sales, Program Management, Fundraising, Event Management, Team Leadership, Start-ups, Inventory Management, Analysis, Product Development, Management, Market Research, Leadership Development, Cross-functional Team..., Customer Satisfaction, Sales Process, Business Planning, Entrepreneurship, Operations Management, Public Relations, Strategy, Training, Management Consulting

Education
Florida Atlantic University   1968 — 1968
BSBA, business

University of Florida   1964 — 1967
Business Administration and Management, General

Fairleigh Dickinson University   1963 — 1964

Princeton High School

Don Decker, CFA Don Decker, CFA Greater New York City Area Details
Don Decker, CFA's Dean Witter Reynolds Experience September 1995 - January 1998
Job Branch Analyst at UBS
Industry Financial Services
Experience
UBS  October 2012 - Present
Merrill Lynch  October 2009 - October 2012
SPA ETFs Inc   September 2007 - October 2008
Prudential Equity Group  September 2006 - August 2007
Prudential Securities  July 1999 - September 2006
Morgan Stanley  January 1998 - July 1999
Dean Witter Reynolds   September 1995 - January 1998

Education
Fairfield University   1990 — 1994
BA, Economics and History

Chaminade High School   1986 — 1990

Brian Zeitz Brian Zeitz Sarasota, Florida Area Details
Brian Zeitz's Dean Witter Reynolds Experience 1993 - September 1994
Job President, Director of Investments
Industry Investment Management
Experience
Monarch Wealth Managed Well   March 2013 - Present
Harris Bank  June 2004 - January 2013
SouthTrust Bank  January 1999 - June 2004
Huntington National Bank  September 1994 - January 1999
Dean Witter Reynolds   1993 - September 1994

Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, High Net Worth..., Private Banking, Fixed Income, Investment Strategies

Education
Dalhousie University   2008 — 2012
MBA, Financial Services Management

Marshall University   1988 — 1993
Bachelor of Business Administration (BBA), Finance, General

Charlie Di Bona Charlie Di Bona Seattle, Washington Details
Charlie Di Bona's Dean Witter Reynolds Experience 1990 - 1991
Job
Industry Computer Software
Experience
Tresoro Ventures   January 2014 - Present
Tresoro Labs   January 2014 - Present
Boyer Childrens Clinic  February 2013 - Present
Sole Proprietor  February 2013 - December 2013
Microsoft Corporation  June 2009 - January 2013
Sanford C. Bernstein & Co., LLC   August 2000 - October 2008
InfoRay Inc.   1997 - 2000
Hudson River Capital/Victory Ventures   1994 - 1997
Dean Witter Reynolds   1990 - 1991
Drexel Burnham Lambert  1986 - 1990

Education
Harvard Business School   1992 — 1994
Master of Business Administration (M.B.A.)

Harvard University   1982 — 1986
AB, Economics, Magna Cum Laude

St. Albans School   1978 — 1982
High School

Elizabeth Flynn Elizabeth Flynn Greater Seattle Area Details
Elizabeth Flynn's Dean Witter Reynolds Experience April 1984 - June 1985
Job
Industry Writing and Editing
Experience
Technical Analysis, Inc.   1999 - February 2013
Greater Seattle RWA   1995 - 2010
Ellora's Cave  2007 - 2009
MyRomanceStory.com   2008 - 2008
Technical Analysis, Inc.   October 1989 - June 1999
Knight Ridder Financial News Service   December 1988 - October 1989
DC Comics  1988 - 1988
EF Hutton  June 1985 - November 1987
Dean Witter Reynolds   April 1984 - June 1985
Institutional Investor  June 1981 - April 1984

Skills
Books, Creative Writing, Editing, Fiction, Copy Editing, Blogging, Publishing, Web Content, Storytelling, Editorial, Proofreading, Freelance Writing, Social Media, Ebooks, Public Speaking, Publications, Non-fiction, Published Author, Novels, Fiction Writing, Magazines, Content Writing, Ghostwriting, Newsletters, Book Reviews, Short Stories, Creative Writer, Online Publishing, Feature Articles, Manuscript, Content Development, Magazine Articles, Memoir, Rewriting, Creative Non-fiction, Text Editing, Poetry, Journalism, Publicity, Line Editing, Literary Fiction, Grammar, Fact-checking, Science Fiction, Literature, Copywriting, Critique, Book Writing, Content Management, Press Releases

Education
Columbia University   1980 — 1981
Anthropology

University of Washington   1976 — 1980
BA, Anthropology

Richard Eisenberg Richard Eisenberg Greater New York City Area Details
Richard Eisenberg's Dean Witter Reynolds Experience September 1983 - July 1987
Job at Looking for an opportunity in Financial Services Product Management/Marketing
Industry Banking
Experience
Looking for an opportunity in Financial Services Product Management/Marketing   October 2010 - Present
Citigroup  July 1987 - October 2010
Dean Witter Reynolds   September 1983 - July 1987

Education
Baruch College, City University of New York (CUNY)   1980 — 1983

Noah Spivak Noah Spivak United States Details
Noah Spivak's Dean Witter Reynolds Experience June 1986 - June 1989
Job Capture and Business Development at Amazon Web Services
Industry Management Consulting
Experience
Amazon Web Services  June 2015 - Present
General Dynamics Information Technology  September 2012 - June 2015
Booz Allen Hamilton Inc.  May 1989 - 2012
Dean Witter Reynolds   June 1986 - June 1989
Prudential Bache Securities  June 1983 - June 1986

Skills
Leadership, Program Management, Government, Proposal Writing, Analysis, Government Contracting, Strategic Planning, Business Development, Management Consulting, Team Leadership, Intelligence Analysis, Intelligence, Homeland Security, Consulting, National Security, Enterprise Architecture, Grant Writing

Education
The Johns Hopkins University - Carey Business School   1990 — 1993
MBA, Information Technology Management, and Finance

Emory University - Goizueta Business School
BBA, Finance

Jerry Krull Jerry Krull Greater Chicago Area Details
Jerry Krull's Dean Witter Reynolds Experience 1985 - 1986
Job Enterprise Software Business Professional
Industry Internet
Experience
The Northern Trust Company  1999 - Present
Financial Models Company  1998 - 1999
Shepro Braun Systems   1992 - 1998
Unilever - Van den Bergh Foods   1990 - 1992
SunGard Investment Systems  1988 - 1990
Premier Systems, Inc.   1986 - 1988
Dean Witter Reynolds   1985 - 1986
FDIC  1984 - 1985

Education
Governors State University
MBA, Marketing, Finance

Eastern Illinois University
Bachelor of Science, Finance

Second City Training Center   2000 — 2001
Comedy Writing, Sit-com writing, Sketch, Stand-up, film

The Players Workshop of the Second City   1999 — 2000
Improvisational Comedy, Sketch writing

Melita Kahrmann Melita Kahrmann San Jose, California Details
Melita Kahrmann's Dean Witter Reynolds Experience May 1996 - May 1998
Job Program Manager, Event Planning and Operations Cisco Enterprise Segment Products & Solutions
Industry Computer Networking
Experience
Cisco Systems  June 2012 - Present
Cisco  June 2011 - June 2012
Cisco  July 2008 - July 2011
Philips Lumileds Lighting Company  January 2004 - July 2008
BearingPoint  2000 - 2001
UBS PaineWebber  1998 - 2000
Dean Witter Reynolds   May 1996 - May 1998

Skills
Product Marketing, Cross-functional Team..., Product Management, Marketing, Product Development, Project Management, Sales, Product Launch, Program Management, Business Development, Social Media, Marketing Communications, Integrated Marketing, Marketing Strategy, Process Improvement, Communication Training, Event Planning, Leadership, Vendor Management, Market Research, Management, Strategy, Strategic Partnerships, Go-to-market Strategy, Lead Generation, Sales Enablement, Demand Generation, Enterprise Software, Channel Partners, Live Events

Education
San Jose State University   2010 — 2017
Bachelor’s Degree, Communications Studies, 3.4

Mission College   2001 — 2007
A.A.

Eric Bigelsen Eric Bigelsen Greater New York City Area Details
Eric Bigelsen's Dean Witter Reynolds Experience June 1985 - June 1986
Job Senior Business Development, Sales, & Marketing Executive
Industry Financial Services
Experience
Infinity Resource Group   October 2013 - Present
Fitch Ratings  January 2010 - October 2013
WOLF Foundation (Wipeout Leukemia Forever)   2001 - 2012
Infinity Resource Group   January 2008 - January 2010
Moody's Investors Service  April 1986 - January 2008
Moody's  2001 - 2008
Dean Witter Reynolds   June 1985 - June 1986
Kobrin Securities   July 1983 - September 1985

Skills
Equities, Capital Markets, Bloomberg, Business Development, Product Marketing, Portfolio Management, Risk Analytics, Strategic Planning, Product Management, Financial Markets, Account Management, Sales Management, Equity Research, Finance, Entrepreneurship, Credit, Financial Services, Renewable Energy, Financial Modeling, Structured Finance, Investments, Bonds, Banking, Market Research, Risk Management, Research, Valuation, Credit Analysis, Securitization, Hedge Funds, Emerging Markets, Sales, Fixed Income, Strategy, Investment Banking, Capital Raising, Management, Structured Products

Education
Pace University - Lubin School of Business   1991 — 1994
MBA, Finance & Business

Columbia University - Columbia Business School   1988 — 1988
Certificate, Marketing

Rutgers University-New Brunswick   1981 — 1986
BA, Economics

Madison Central (Old Bridge)   1978 — 1981

PS 153

Bill Goldy Bill Goldy New York, New York Details
Bill Goldy's Dean Witter Reynolds Experience 1985 - 1989
Job EVP & Global Business Director at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters  2008 - Present
Reuters  1998 - 2008
Reuters  1990 - 1998
Yamaichi International  1989 - 1990
Dean Witter Reynolds   1985 - 1989

Education
Cornell University   1981 — 1985
BS

Cornell University - S.C. Johnson Graduate School of Management
MBA

M. Jay Meaney, CMT M. Jay Meaney, CMT Greater Philadelphia Area Details
M. Jay Meaney, CMT's Dean Witter Reynolds Experience 1977 - 1988
Job Capital Markets Professional
Industry Capital Markets
Experience
Janney Montgomery Scott  2010 - 2014
Cantor Fitzgerald & Co.   2004 - 2010
CIBC World Markets  1998 - 2003
Nikko Securities International   1996 - 1998
Deutche Bank  1988 - 1996
Dean Witter Reynolds   1977 - 1988

Skills
Fixed Income, Structured Finance, Bloomberg, Trading, Capital Markets, Hedge Funds, Equities, Series 7, Bonds, Securities, Risk Management, Derivatives, Portfolio Management, Financial Markets, Trading Systems, Options, Asset Management, Electronic Trading, Investments, Technical Analysis, Proprietary Trading, Investment Banking, Equity Trading, Commodity, Series 63, Structured Products, FX Options, ETFs, Hedging, Investment Strategies, Equity Derivatives, Equity Research, FINRA, Alternative Investments, Interest Rate..., Swaps, Credit Derivatives, Trading Strategies

Education
University of Virginia   1972 — 1975
BS, McIntire School of Commerce

Adelphi University   1979 — 1981
MS with Distinction, Banking and Money Management

Garden City High School

Lisa Amato Lisa Amato Greater Chicago Area Details
Lisa Amato's Dean Witter Reynolds Experience 1994 - 1998
Job Trainer and Curriculum Developer at Fruition Partners
Industry Financial Services
Experience
Fruition Partners  April 2013 - Present
Northern Trust Bank  July 2009 - April 2013
CME Group (Chicago Mercantile Exchange)   1998 - 2008
Dean Witter Reynolds   1994 - 1998
Chicago Mercantile Exchange  1992 - 1993

Skills
Business Analysis, Vendor Management, Change Management, SDLC, Risk Management, Program Management, SharePoint, Project Management, Financial Services, Trading, Process Improvement, ITIL, Technical Writing, MS Project, PMO, Visio, Analysis, PMP, Captivate, Camtasia, Articulate Studio, ServiceNow, Agile Methodologies, ADDIE, Training, Integration, Software Documentation, Project Portfolio..., IT Strategy, Requirements Gathering, Business Process..., Resource Management, IT Management, Requirements Analysis, Governance

Education
Keller Graduate School of Management of DeVry University   2007 — 2008
Graduate Certificate, Human Resources Management

University of Phoenix   2000 — 2002
Masters, Computer Information Systems

DePaul University   1989 — 1992
Bachelors, Liberal Arts with a concentration in management

David Nuss David Nuss San Francisco Bay Area Details
David Nuss's Dean Witter Reynolds Experience October 1980 - August 1982
Job Vice President, Sales
Industry Consumer Goods
Experience
Runka.com   July 2008 - Present
Precision Recyclers, Inc.   January 1995 - June 2008
Tire Resource Industries   March 1991 - December 1994
Quality Tires   January 1985 - February 1991
Dean Witter Reynolds   October 1980 - August 1982

Education
Contra Costa College   1982 — 1984
Business Administration and Management, General

Kathryn A. O'Hagan Kathryn A. O'Hagan Greater New York City Area Details
Kathryn A. O'Hagan's Dean Witter Reynolds Experience February 2001 - April 2004
Job Managing Principal, Shelter Island Capital LLC
Industry Financial Services
Experience
Shelter Island Capital LLC   February 2009 - Present
Fordham University  September 1993 - Present
Smith Barney  April 2004 - 2009
Dean Witter Reynolds   February 2001 - April 2004
The New York Institute of Finance   January 2000 - February 2001
Waterhouse Securities  August 1997 - January 2000

Skills
Financial Planning, Insurance, Series 7, Series 63, Asset Management, Fixed Income, Mutual Funds, Portfolio Management, Investments, Estate Planning, Retirement Planning, Asset Allocation, Financial Modeling, Annuities, Alternative Investments, Business Planning, Strategic Financial..., Investment Strategies, Fixed Annuities, Finance, Securities

Education
City University of New York
MA, English

Fordham University
PhD, (In progress)

Fordham University
BA, English, Communications

St. Francis Preparatory School

Edmund Unneland Edmund Unneland Greater New York City Area Details
Edmund Unneland's Dean Witter Reynolds Experience 1989 - 1993
Job Treasurer at Loews Corporation
Industry Financial Services
Experience
Loews Corporation  August 2012 - Present
Loews Corporation  1994 - July 2012
Dean Witter Reynolds   1989 - 1993

Skills
Securities, Asset Managment, Investments, Equities, Financial Analysis, Portfolio Management, Asset Management, Finance, Management, Strategy, Bonds, Mergers & Acquisitions, Financial Markets, Mutual Funds, Capital Markets, Asset Allocation, Fixed Income, Bloomberg

Education
City University of New York-Baruch College - Zicklin School of Business   1992 — 1994
MBA

City University of New York-Baruch College   1981 — 1987
Bachelor of Arts (B.A.), Political Science

John Dewey High School   1978 — 1981

Dyker Heights Junior High School   1975 — 1978

Ross Mackenzie Ross Mackenzie Greater Los Angeles Area Details
Ross Mackenzie's Dean Witter Reynolds Experience July 1992 - August 1993
Job Actor / Producer
Industry Entertainment
Experience
Boy Prince Entertainment   February 2002 - Present
Team Detroit/Ford Global Brand Ent.   May 2005 - August 2013
Open Water Entertainment   November 2002 - May 2005
Rock River Music  April 2000 - June 2001
Epitonic.com  October 1999 - March 2000
Epic Records  March 1994 - June 1998
Dean Witter Reynolds   July 1992 - August 1993

Education
Brown University   1988 — 1992
BA, Political Science

Bill Martindale Bill Martindale Greater Philadelphia Area Details
Bill Martindale's Dean Witter Reynolds Experience 1969 - 1989
Job Partner at Conestoga Capital Advisors
Industry Financial Services
Experience
Conestoga Capital Advisors  June 2001 - Present
Martindale Andres & Co   1989 - 2000
Morgan Stanley  1969 - 1989
Dean Witter Reynolds   1969 - 1989

Education
Gettysburg College   1960 — 1964

Bill Ring Bill Ring San Francisco Bay Area Details
Bill Ring's Dean Witter Reynolds Experience 1983 - 1984
Job Senior Vice President and Regional Director at Capital Group Private Client Services
Industry Investment Management
Experience
Capital Group Private Client Services  1999 - Present
Robertson Stephens Investment Management   1995 - 1999
Wells Fargo Trust Company   1993 - 1995
Wells Fargo Private Bank  1987 - 1993
San Francisco 49ers  1981 - 1987
Pollock Financial Group  1985 - 1986
Dean Witter Reynolds   1983 - 1984

Education
Brigham Young University
Bachelor of Business Administration (BBA), Finance

Larry Mollner Larry Mollner Greater Chicago Area Details
Larry Mollner's Dean Witter Reynolds Experience 1979 - 1997
Job Director at Barnabas Group Chicago
Industry Financial Services
Experience
Barnabas Group Chicago   2012 - Present
LEMIRA LLC   2007 - Present
Boston Options Exchange LLC   December 2014 - Present
Global Media Outreach  2013 - Present
Ravinia Management Co. LLC   2002 - 2007
Mariah Investment Co. LLC   March 1998 - June 2002
Dean Witter Reynolds   1979 - 1997

Skills
Equities, Hedge Funds, Investments, Derivatives, Asset Management, Capital Markets, Options, Trading, Alternative Investments, Portfolio Management, Fixed Income, Private Equity

Education
California State University-Los Angeles   1959 — 1963
Bachelor of Science (BS), Finance, General

California State University-Los Angeles   1959 — 1963
Bachelor of Science (BS), Finance, General

Peter Goezinya Peter Goezinya Greater Boston Area Details
Peter Goezinya's Dean Witter Reynolds Experience January 1983 - July 1996
Job Mentor and Lover off all things
Industry Computer Software
Experience
Say NO to One Media   March 2006 - Present
HYPERBOLE GOVERNMENT HIGH TECH MEDIA   January 2005 - March 2006
FEDERAL CORRECTIONAL INSTITUE,   January 2002 - January 2005
Enron Corporation  January 2000 - June 2001
Anserity   May 1999 - December 2000
Earthweb Inc  December 1996 - September 1999
DEAN WITTER REYNOLDS   January 1983 - July 1996

Education
Bunker Hill Community College   1983 — 1985
MA, Accounting

University of San Diego   1979 — 1983
BA, BS

Elizabeth Cressman Elizabeth Cressman Quakertown, Pennsylvania Details
Elizabeth Cressman's Dean Witter Reynolds Experience 1984 - 1990
Job Compliance Advisor for FINRA or RIA Firms
Industry Financial Services
Experience
Lincoln Investment Planning  October 2008 - December 2012
Commerce Capital Markets  2006 - 2008
FINRA  June 2002 - April 2006
M and T Brokerage   2000 - 2002
Keystone Brokerage   1998 - 2000
Dreyfus Investment Services Corp   1995 - 1998
Bank of Hawaii  1993 - 1995
Dean Witter Reynolds   1984 - 1990

Skills
Series 24, Portfolio Management, Investments, Securities, Mutual Funds, FINRA, Series 7, Asset Managment, Series 6, Financial Services

Education
American University   1974 — 1978
Bachelor of Arts--With Honors, American Studies

Patrick Wolohan Patrick Wolohan United States Details
Patrick Wolohan's Dean Witter Reynolds Experience May 1983 - December 1985
Job Director of Regional Sales
Industry Banking
Experience
StreetLinks National Appraisal Services  March 2009 - Present
Michan Mortgage Lenders Association   2009 - 2010
Michigan Mortgage Lenders Association   2009 - 2010
Stratford Funding Incorporated   December 1989 - February 2008
Michigan Mortgage Bankers Association   2005 - 2007
Sterling Bank and Trust  1985 - 1989
Dean Witter Reynolds   May 1983 - December 1985

Skills
26, Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Banking, Credit, Appraisals, Financial Services, Loans, Commercial Mortgages, USDA, Underwriting, Residential Mortgages, Sales, Refinance, Mortgage Underwriting, Residential Homes, FHA financing, Reverse Mortgages, Loss Mitigation, Investment Properties, VA loans, Government Loans, Real Estate, Consumer Lending, Real Estate Financing, Loan Servicing, Credit Analysis, Mortgage Marketing, First Time Home Buyers, Mortgage Servicing, Foreclosures, Certified Mortgage..., Construction Loans, Title Insurance, Finance, Wholesale Lending, Referrals, Home Equity Loans, Real Estate Economics, Selling, Credit Risk, REO, Relationship Management, Home Equity Lines of..., Short Sales, Real Estate Transactions, Commercial Lending, Cross Selling

Education
Central Michigan University   1977 — 1981
Bachelor of Science (BS), Business Administration, Management and Operations

Kristine Torborg Kristine Torborg Greater Minneapolis-St. Paul Area Details
Kristine Torborg's Dean Witter Reynolds Experience September 1985 - October 1989
Job Marketing Specialist
Industry Medical Devices
Experience
Medtronic  October 2006 - Present
Morgan Stanley  November 2001 - February 2006
ISD 191 Burnsville-Eagan-Savage School District  August 1989 - November 2001
Dean Witter Reynolds   September 1985 - October 1989
Midwest Federal Savings and Loan   1977 - 1982

Skills
Product Launch, Customer Service

Education
College of St. Benedict   1972 — 1976
BA

Saint John's University   1972 — 1976

Kristin Sheehan Kristin Sheehan Greater Boston Area Details
Kristin Sheehan's Dean Witter Reynolds Experience March 1991 - April 1992
Job Business Development and Office Management
Industry Real Estate
Experience
Whipple Construction   March 2013 - Present
Keepers Pub   April 2011 - October 2013
Salter College  January 2011 - January 2012
Clariant Masterbatches Division   April 2005 - March 2010
Clariant Masterbatches  May 2004 - March 2010
Citadel Broadcasting 100.7 The Fox   September 1993 - May 1994
Dean Witter Reynolds   March 1991 - April 1992

Skills
New Business Development, Public Speaking, Microsoft Office, Research, Product Development, Business Development, Sales, Online Marketing, Marketing Communications, Advertising, Budgets, Negotiation, Outlook, Account Management, Online Advertising, Vendor Management, Project Planning, Email Marketing, Social Networking

Education
Franklin Pierce College   1990 — 1994
BS, Early Childhood Education

Thomas Martorana Thomas Martorana Greater Philadelphia Area Details
Thomas Martorana's Dean Witter Reynolds Experience January 1993 - June 1996
Job First Vice President Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC  January 2008 - Present
PNC Investments  June 1996 - January 2007
Dean Witter Reynolds   January 1993 - June 1996
CIGNA Worldwide  May 1989 - May 1993

Skills
Retirement Planning, Financial Planning, Investments, Wealth Management, Estate Planning, Portfolio Management, Strategic Financial..., Series 7, Investment Strategies, Risk Management, Securities, Finance, Retirement, Asset Allocation, ETFs, Mutual Funds, Wealth Management..., Asset Management, Series 65, Investment Advisory, Financial Advisory, Alternative Investments, Series 63

Education
Drexel University - College of Business and Administration   1985 — 1989
BS, Finance, International Business

Archbishop Ryan High School for Boys   1980 — 1984

Roberto Jemmott Roberto Jemmott Greater New York City Area Details
Roberto Jemmott's Dean Witter Reynolds Experience April 1986 - August 1988
Job President and CEO at BRJ Advisors LLC
Industry Financial Services
Experience
BRJ Advisors LLC   March 2012 - Present
BRJ Ministries Inc.   February 2012 - Present
Nazareth Christian Fellowship   November 2000 - Present
Financial Industry Regulatory Authority  April 2007 - February 2011
Citi  October 2005 - March 2007
New York Stock Exchange  September 1988 - September 2005
Dean Witter Reynolds   April 1986 - August 1988
Prudential Financial  May 1981 - April 1986
United States Air Force  April 1975 - March 1981

Skills
Bilingual, Public Speaking, Operational Risk..., AML, OFAC, Risk Management, Bank Secrecy Act, Securities, Hedge Funds, FINRA, Published Author, Equities, Capital Markets, Series 7, Mutual Funds, Fixed Income, Securities Regulation, Options, Asset Management, Investments, Wealth Management, Investment Advisory, Series 63

Education
Baruch College   1981 — 1986

Alliance Theological Seminary

Laura Warshawsky Laura Warshawsky Greater New York City Area Details
Laura Warshawsky's Dean Witter Reynolds Experience 1985 - 1994
Job VP/Supervisory Analyst at Societe Generale
Industry Research
Experience
Societe Generale  2010 - Present
Banc of America Securities-Merrill Lynch   October 1998 - September 2009
Banc of America Securities LLC  October 1998 - January 2009
JP Morgan Securities LLC  1995 - 1998
Morgan Stanley Dean Witter  1988 - 1994
Dean Witter  1988 - 1994
Dean Witter Reynolds   1985 - 1994

Skills
Equities, Analysis, Capital Markets, Equity Research, Investment Banking, Strategy, Series 7, Valuation, Securities

Education
Baruch College, City University of New York (CUNY)
MBA, International Finance

Timothy Barney Timothy Barney Greater New York City Area Details
Timothy Barney's Dean Witter Reynolds Experience August 1989 - May 1991
Job Managing Director at Bentley Associates
Industry Financial Services
Experience
Bentley Associates  February 2004 - Present
Shattuck Hammond Partners  October 2001 - February 2004
PricewaterhouseCoopers  December 1999 - October 2001
Ladenburg Thalmann  May 1995 - December 1999
Wade Capital Corp.   May 1991 - May 1995
Dean Witter Reynolds   August 1989 - May 1991

Education
Columbia University - Columbia Business School   1987 — 1989
MBA, Finance

University of Virginia   1981 — 1985
BA, Economics

Frank Zafran Frank Zafran Greater New York City Area Details
Frank Zafran's Dean Witter Reynolds Experience 1978 - 1985
Job Managing Director Head of Personal Trust Servcies at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Bank, NA  September 2011 - Present
Morgan Stanley Smith Barney  March 1979 - Present
Morgan Stanley Smith Barney  February 2011 - September 2011
Morgan Stanley  1995 - 2009
Dean Witter Reynolds   1978 - 1985

Skills
Fixed Annuities, Series 24, Series 7, Series 63, Securities, Mutual Funds, Retirement Planning, Investments, Equities, Asset Managment, Wealth Management, Financial Services, Strategic Financial..., Risk Management, High Net Worth...

Education
City University of New York-Brooklyn College   1973 — 1978
B.S. Accounting, Economics

Bishop Ford   1969 — 1972
high school, College Prep

Richard Nash Owen Naylor Richard Nash Owen Naylor Norfolk, Virginia Area Details
Richard Nash Owen Naylor's Dean Witter Reynolds Experience June 1971 - June 1982
Job Principal at Naylor Asset Management
Industry Financial Services
Experience
Naylor Asset Management   January 2005 - Present
BrookStreet Securities  June 1991 - June 2005
Furman, Selz, Mager, Dietz & Berney   June 1986 - June 1991
Dillon Read & Co  June 1982 - June 1986
Dean Witter Reynolds   June 1971 - June 1982
Bache & Co   June 1968 - June 1971

Skills
Asset Managment, Fixed Income, Technical Analysis, Capital Markets, Investments, Portfolio Management, Investment Banking, Valuation

Education
Bard College   1964 — 1968
BA (Hons), Ancient History, Medieval History, Philosophy, History of Economic Thought, Art History

Michael Conry Michael Conry Greater New York City Area Details
Michael Conry's Dean Witter Reynolds Experience 1986 - 1989
Job Director, FIG Americas at Commonwealth Bank of Australia
Industry Financial Services
Experience
Commonwealth Bank of Australia  September 2014 - Present
Standard Chartered Bank  June 2010 - September 2014
Fidelity Investments  June 2009 - June 2010
Cantor Fitzgerald  September 2007 - March 2009
BNP Paribas  2001 - 2007
Parson Group Consulting   2000 - 2001
Nikko Securities NA   January 1997 - September 1998
Fimat  1994 - 1996
Smith Barney  1989 - 1994
Dean Witter Reynolds   1986 - 1989

Skills
Fixed Income, Equities, Banking, Investment Banking, Finance, Investments, Portfolio Management, Risk Management, Financial Services, Credit, Corporate Finance, Trading, Capital Markets, Financial Markets, Securities

Education
Fordham Gabelli School of Business   1996 — 1998
MBA, Finance

Loras College   1979 — 1983
BA, Finance and Political Science

Barbara Kaplan Barbara Kaplan Greater New York City Area Details
Barbara Kaplan's Dean Witter Reynolds Experience August 1979 - May 1987
Job Program Director at Succeed2gether (bwpif.org)
Industry Human Resources
Experience
Succeed2gether (bwpif.org)   March 2012 - Present
UBS Wealth Management  June 2009 - September 2011
Citigroup  May 1987 - May 2009
Dean Witter Reynolds   August 1979 - May 1987
Copenhagen International School  July 1977 - July 1979

Skills
Personnel Management, Human Resources, Temporary Placement, Succession Planning, Talent Management, Deferred Compensation, Onboarding, Executive Development, Organizational..., Employee Engagement, Performance Management, Talent Acquisition, HRIS, Executive Coaching, Leadership, Training

Education
Boston University
BS, Education

Bart Harvey Bart Harvey Baltimore, Maryland Area Details
Bart Harvey's Dean Witter Reynolds Experience 1974 - 1984
Job Independent NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Enterprise Community Partners  October 1995 - March 2008
Enterprise Community Investment, Inc.   January 1995 - January 2008
Dean Witter  September 1974 - March 1984
Dean Witter Reynolds   1974 - 1984

Education
Harvard Business School   1974 — 1976
MBA

Harvard University   1967 — 1974
MBA:BA, Finance:English

Marc Anthony Marc Anthony Orange County, California Area Details
Marc Anthony's Dean Witter Reynolds Experience January 1993 - June 1996
Job
Industry Telecommunications
Experience
Black Dot Wireless  May 2004 - Present
Wireless Capital Partners  April 2002 - April 2004
Telecom Wireless Solutions   January 2000 - February 2002
Consultant  June 1996 - January 2000
Dean Witter Reynolds   January 1993 - June 1996
Hill Williams Development   January 1990 - January 1993

Skills
CDMA, Leases, Sales, Sales Management, Program Management, New Business Development, Start-ups, Real Estate, Mobile Devices, Negotiation, Telecommunications, Vendor Management, Wireless, Business Development, Contract Negotiation, 4G

Education
California State University-Fullerton - College of Business and Economics   1992 — 1996
BA, Finance

Cecilia Cabanag Cecilia Cabanag San Francisco Bay Area Details
Cecilia Cabanag's Dean Witter Reynolds Experience January 1989 - January 1993
Job Notary Public, Admin Asst
Industry Banking
Experience
Bank of the West  June 2001 - May 2009
Irwin Home Equity  September 1998 - May 2001
Dean Witter Reynolds, nka Morgan Stanley Smith Barney   September 1993 - February 1995
Dean Witter Reynolds   January 1989 - January 1993
First Deposit Corporation  January 1987 - January 1989
California State University  January 1981 - January 1987

Education
City College of San Francisco
Associate of Arts

San Francisco State University
Bachelor of Arts, Womens Studies

Ian David Levy Ian David Levy Greater New York City Area Details
Ian David Levy's Dean Witter Reynolds Experience February 1986 - January 1987
Job Director at Riskspan, Inc.
Industry Financial Services
Experience
Riskspan, Inc.   March 2012 - November 2012
Further Lane asset Management  July 2010 - March 2012
Millennium Partners  October 2008 - October 2009
The Seaport Group  July 2008 - October 2008
Interactive Data  April 1996 - April 2008
BZW (Barclays de Zoete Wedd)   September 1993 - March 1996
UBS Investment Bank  September 1990 - February 1993
Prudential Financial  February 1987 - August 1990
Dean Witter Reynolds   February 1986 - January 1987
Paine Webber  February 1985 - January 1986

Skills
Capital Markets, Bloomberg, Structured Products, ABS, Analysis, Valuation, MBS, Derivatives, Bonds

Education
Florida Atlantic University   1981 — 1984
BBA, Finance

Clarence Curry Clarence Curry Norfolk, Virginia Area Details
Clarence Curry's Dean Witter Reynolds Experience 1993 - 1998
Job Personal Banker at Bank of America
Industry Medical Practice
Experience
Bank of America  February 2015 - Present
Curry Dental Center   October 2003 - Present
City of Newport News  August 2000 - June 2003
SunTrust Bank  2003 - 2003
Dean Witter Reynolds   1993 - 1998

Skills
Insurance billing and..., Personal Finance, Production Sound, Event Planning, Teaching, Public Speaking, Editing, Office Management, Entrepreneurship, Sales Presentations, Marketing Communications, Social Media, Marketing, Microsoft Office, Staff Development, Leadership, Management, Volunteer Management, Social Networking, Fundraising, Nonprofits, Social Media Marketing, Community Outreach, Small Business, Event Management, Public Relations, Training, Research

Education
Hampton University   1986 — 1991
Bacherlor of Arts, English

Allderdice High School

Sally Van Erk Sally Van Erk Greater New York City Area Details
Sally Van Erk's Dean Witter Reynolds Experience 1981 - 1985
Job Director of Marketing & Advertising East End Region The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group  May 2005 - Present
Prudential Securities  May 1985 - December 2003
Dean Witter Reynolds   1981 - 1985

Education
Boston College   1977 — 1979
BA, Education

Marymount University   1975 — 1977
AA, Education

Richard Zinman Richard Zinman Greater New York City Area Details
Richard Zinman's Dean Witter Reynolds Experience 1983 - 1985
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  2008 - Present
Citi  2001 - 2008
Credit Suisse  1991 - 1995
Smith Barney  1988 - 1991
Oppenheimer & Co.   1985 - 1988
Dean Witter Reynolds   1983 - 1985

Education
Duke University   1978 — 1982
Bachelor of Arts (B.A.), Political Science

Horace Mann School   1974 — 1978

Cheryl Damico Cheryl Damico Haverford, Pennsylvania Details
Cheryl Damico's Dean Witter Reynolds Experience 1972 - 1980
Job Office Manager
Industry Veterinary
Experience
Lucie's Barkingham Palace   2012 - Present
E.F. Hutton, Shearson-Lehman   1980 - 1990
Dean Witter Reynolds   1972 - 1980

Skills
Pets, Dog Grooming, Microsoft Office, Veterinary, Dogs, Veterinary Medicine, PowerPoint, Animal Welfare, Outlook, Client Education, Research, Animal Behavior, QuickBooks, Office Management, Wordperfect, Microsoft Word, Bookkeeping

Education
Arcadia University   1966 — 1970
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)

St. Maria Goretti H.S. Philadelphia   1962 — 1966

Helene Raps-Beckerman Helene Raps-Beckerman Greater New York City Area Details
Helene Raps-Beckerman's Dean Witter Reynolds Experience 1976 - 1988
Job Employee Development Manager at New York Power Authority
Industry Utilities
Experience
New York Power Authority  January 2011 - Present
New York Power Authority  April 2010 - Present
Town of North Hempstead  March 1992 - April 2010
Dean Witter Reynolds   1976 - 1988

Skills
Performance Management, Policy, Compliance, Benefits Administration, Employment Law, HR Policies, Talent Management, Employee Engagement, Organizational..., Conflict Resolution

Education
Binghamton University - School of Management   1973 — 1975
B.S. in Management, Finance, Management, Organizational Re-Engineering, Industrial Psychology

PAMELA TAKACS PAMELA TAKACS San Francisco Bay Area Details
PAMELA TAKACS's Dean Witter Reynolds Experience 1988 - 1991
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2011 - Present
Charles Schwab & Co  1991 - February 2010
Dean Witter Reynolds   1988 - 1991

Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Investments, Customer Service, Asset Allocation, Banking, Financial Services, Financial Advisory

Education
George Mason University
Bachelor of Arts, Economics

Chip Becker Chip Becker Greater Boston Area Details
Chip Becker's Dean Witter Reynolds Experience June 1994 - January 1996
Job Director of Sales at GForce Shipping
Industry Logistics and Supply Chain
Experience
G-Force Shipping  October 2014 - Present
Benefitmall  April 2012 - October 2014
Kimball & Cross/Bishop & Rosen Investment Management, LLC   June 2005 - August 2010
Federal Express  February 2007 - March 2010
Coca-Cola Enterprises  April 2008 - July 2009
First Dunbar Securities   March 2003 - June 2005
Leerink Swann  March 2001 - March 2003
First Albany Capital  June 1998 - March 2001
Janney Montgomery Scott  January 1996 - June 1998
Dean Witter Reynolds   June 1994 - January 1996

Skills
Marketing, Leadership, Sales Operations, Strategy, Management, Negotiation, New Business Development, Team Building, Sales, Strategic Planning, Account Management, CRM, Customer Service, Business Development, Cold Calling

Education
Albion College   1980 — 1984
Bachelor's degree, Business/Finance

Hilary Rolih Hilary Rolih Greater New York City Area Details
Hilary Rolih's Dean Witter Reynolds Experience 1985 - 1986
Job Principal Various
Industry Hospital & Health Care
Experience
Lloyd Harbor Village   2000 - Present
Jzanus Consulting, Inc.   1995 - Present
Jzanus Home Care, Inc   1993 - Present
INLERE   1989 - Present
Jzanus, Ltd  1988 - Present
L.F. Rothschild Co. Inc.   1986 - 1987
Dean Witter Reynolds   1985 - 1986
Citicorp  1984 - 1985
J & W Associates   1981 - 1981

Skills
Mergers, Equity Research

Education
Fordham Gabelli School of Business   1983 — 1984
MBA, Finance, Economics

Hofstra University
BBA, Finance, Accounting

Barbara Tomar Barbara Tomar Miami/Fort Lauderdale Area Details
Barbara Tomar's Dean Witter Reynolds Experience January 1986 - January 1990
Job
Industry Education Management
Experience
The Quest Center   August 2012 - Present
Nova Middle Sch   August 2011 - June 2012
Broward County Schools  January 2009 - August 2011
Robert Half International  January 2003 - October 2008
Office Team  January 2003 - October 2008
A.I.S   January 1999 - January 2001
Star Sports, Inc   January 1991 - January 1999
Dean Witter Reynolds   January 1986 - January 1990
Dean Witter Reynolds   January 1983 - January 1986

Skills
Office Management, Invoicing, Process Scheduler, Travel Planning, Meeting Planning, Outlook, Administrative..., Data Entry, Spreadsheets, Temporary Staffing, Office Administration, Fax, Accounts Payable, Microsoft Word, Recruiting, PowerPoint, Payroll, Accounts Receivable, Microsoft Excel

Education
Boston University   1970 — 1974
B.A., Geology and French Literature

Boston University   1970 — 1974
B.A, Geology; French Literature

Donald Trott Donald Trott Greater New York City Area Details
Donald Trott's Dean Witter Reynolds Experience September 1987 - June 1997
Job
Industry Financial Services
Experience
Irwin-Trott Associates   September 2010 - Present
Jefferies  2000 - 2007
Dean Witter Reynolds   September 1987 - June 1997
A. G. Becker   February 1980 - October 1982

Skills
Equity Research, Equities, Hedge Funds, Bloomberg, Series 7, Investment Banking, Valuation, Fixed Income, Alternative Investments, Equity Valuation, Investments, Portfolio Management, Securities, Equity Trading, Capital Markets, Asset Managment, Financial Modeling, Series 63, Private Equity, Investment Strategies

Education
Columbia Business School   1956 — 1957
Master of Science (MS), Finance, General

Brown University   1952 — 1956
A.B., Economics

Robert Pomeroy Robert Pomeroy Greater New York City Area Details
Robert Pomeroy's Dean Witter Reynolds Experience January 1987 - December 1988
Job CAD Designer at Maser Consulting
Industry Architecture & Planning
Experience
Maser Consulting  September 2014 - Present
Robert Pomeroy   January 1987 - Present
S & S Manufacturing   January 2014 - May 2014
Heliport Systems Inc.   May 2013 - January 2014
Princeton University  October 2012 - March 2013
Ewell W. Finley, P.C.   December 2011 - April 2012
Midstate Filigree Systems   December 1999 - September 2010
Cornacchia Architects & Planners   September 1993 - November 1999
Butler Rogers Baskett  January 1989 - May 1992
Dean Witter Reynolds   January 1987 - December 1988

Skills
AutoCAD, Revit, 3D Studio Max, AutoCAD Architecture, CAD, Submittals, Space-planning, Microstation, Architecture, Space planning, Architectural Design, Construction, BIM, Drawing, Design Research, Steel Detailing, Renovation, Mixed-use, Residential Design, Urban Design, Sustainable Design, LEED, Rendering, Architectures, Interior Design, Green Building, 3D visualization, Architectural Drawings, Design Management, Sketching, Construction Drawings, Concept Design, Interior Architecture, Historic Preservation, Space Planning, MicroStation

Education
Columbia University in the City of New York   1975 — 1979
Bachelor of Arts (B.A.), Architecture

Columbia College (NY)   1975 — 1979
B.A., Architecture(History and theory of Architecture)

Robotech Cad Solutions   2011 — 2011
Intensive 10 week course in, AutoCAD 2012, Revit, 3D Studio Max

Columbia University in the City of New York
Architecture

Timothy Gordon Timothy Gordon Greater New York City Area Details
Timothy Gordon's Dean Witter Reynolds Experience 1986 - 1990
Job Senior Trader (High Yield Bonds) at Raymond James & Associates, Inc
Industry Investment Banking
Experience
Raymond James & Associates, Inc   December 2002 - Present
Bank of America  1998 - 2002
Donaldson, Lufkin & Jenrette   1991 - 1998
UBS Investment Bank  1990 - 1991
Dean Witter Reynolds   1986 - 1990

Skills
High Yield Bonds, Distressed Debt, Credit Trading, Arbitrage, Series 7, Bloomberg, Investments, Fixed Income, Portfolio Management, Securities, Trading, Series 63, Capital Markets, Bonds

Education
Cornell University   1981 — 1985
Bachelor of Science (B.S.), Applied Economics

Sandy Deane Sandy Deane Greater New York City Area Details
Sandy Deane's Dean Witter Reynolds Experience May 1995 - July 1996
Job Retired and loving it!!!!!! at Sunny Florida
Industry Libraries
Experience
Sunny Florida   Reference & Technical Services LibrarianKelley Drye & Warren LLPNovember 2006 - March 2012
Linklaters  October 2003 - April 2006
Kaye Scholer LLP  May 2003 - October 2003
Milbank, Tweed, Hadley & McCloy LLP   June 1999 - April 2003
Thacher Proffitt & Wood LLP  November 1997 - May 1999
Haight Gardner Poor & Haven (now Holland & Knight)   April 1997 - October 1997
Wachtell Lipton Rosen & Katz  February 1997 - March 1997
Dean Witter Reynolds   May 1995 - July 1996
Booz Allen & Hamilton (now Booz & Co)   1993 - 1995
The College of New Rochelle  1988 - 1989

Skills
Legal Research, Westlaw, Cataloging, Reference Services, Interlibrary Loan, Databases, LexisNexis, Dialog, Factiva, Accurint, Capital IQ, Dun & Bradstreet, Bloomberg, Dialog Programs, Library, Electronic Resources, Library Management, Collection Development, Library Science, Library Research, Law Librarianship, Research, Online Research, Libraries, Library Instruction

Education
Pratt Institute   1993 — 1997
MLS, Library Science

Fordham College   1990 — 1992
BA, Philosophy

Delhi University   1976 — 1979
BA, History

Christine Resavage Christine Resavage Greater New York City Area Details
Christine Resavage's Dean Witter Reynolds Experience January 1980 - December 1992
Job Paraprofessional at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education  October 2010 - Present
Dean Witter Reynolds   January 1980 - December 1992

Skills
Classroom Management, Special Education

Education
City University of New York-College of Staten Island
Associate’s Degree, AAA Business

Ron Timpone Ron Timpone Greater New York City Area Details
Ron Timpone's Dean Witter Reynolds Experience June 1990 - April 1994
Job IT Trading Services at Rosenthal Collins Group
Industry Financial Services
Experience
Rosenthal Collins Group  November 2006 - Present
Bear Sterns  October 2005 - November 2006
Cargill Investor Services  July 1999 - October 2005
Morgan Stanley  September 1996 - July 1999
Morgan Stanley  1995 - 1997
Refco Incorporated   April 1994 - September 1996
Dean Witter Reynolds   June 1990 - April 1994

Skills
Commodity, Options, Proprietary Trading, Derivatives, Electronic Trading, CQG, Trading Systems, Hedging, Trading Strategies, Trading, IT Operations, FX Options, Risk Management, Financial Markets, Bloomberg, Technical Analysis, Equities, Fixed Income, Hedge Funds, Currency, Foreign Exchange, Equity Trading, Commodity Markets, Arbitrage, Customer Service

Education
City University of New York
Bachelors of Science, Business - Concentrated Studies in Finance

Stacy Diamond Stacy Diamond Denver, Colorado Details
Stacy Diamond's Dean Witter Reynolds Experience June 1981 - January 1988
Job Counterintelligence and Investigations Lockheed Martin Space Systems Company
Industry Security and Investigations
Experience
Lockheed Martin  December 2014 - Present
Federal Bureau of Investigation  February 1988 - November 2014
Dean Witter Reynolds   June 1981 - January 1988

Skills
Surveillance, Criminal Justice, Firearms, Counterintelligence, Enforcement, Executive Protection, Counterterrorism, Police, Investigation, Internal Investigations, Criminal Investigations, Private Investigations, Interrogation, Cybercrime, Fraud, Homeland Security, Evidence

Education
California State University-Northridge
BA, French

Occidental College

Angela Lopez-Nunez Angela Lopez-Nunez Miami/Fort Lauderdale Area Details
Angela Lopez-Nunez's Dean Witter Reynolds Experience 1990 - 1996
Job Substitute Teacher at Broward County Schools
Industry Education Management
Experience
Broward County Schools  2007 - Present
Dean Witter Reynolds   1990 - 1996

Education
Florida International University
BA, Psychology

Mercer University

Jonathan E. Lewis Jonathan E. Lewis New York, New York Details
Jonathan E. Lewis's Dean Witter Reynolds Experience August 1986 - June 1988
Job Principal Chairman, Investment Committee at Samson Capital Advisors
Industry Investment Management
Experience
Samson Capital Advisors  June 2004 - Present
Offit Investment Group   November 2002 - May 2004
OFFITBANK  November 1999 - November 2002
Skandia  September 1988 - November 1999
Dean Witter Reynolds   August 1986 - June 1988

Education
Columbia University - Columbia Business School
MBA, Finance and Management

New York University
MA, History

University of North Carolina at Chapel Hill
BA, History, International Studies

Marc Chandler Marc Chandler Greater Denver Area Details
Marc Chandler's Dean Witter Reynolds Experience December 1992 - December 1993
Job Banking Professional
Industry Banking
Experience
BBVA Compass  February 2007 - November 2011
KeyBank  December 2005 - November 2006
Bank One  October 2001 - April 2004
Wells Fargo Bank  January 1997 - October 2001
Wells Fargo Bank, N.A.   January 1997 - October 2001
National Quality Review  February 1997 - August 1997
Scudder, Stevens, & Clark   January 1994 - November 1996
Dean Witter Reynolds   December 1992 - December 1993
Shawmut Bank  September 1990 - December 1992

Education
Babson College   1988 — 1991
Bachelor of Science, Finance & Economics

Marcelle Devine Marcelle Devine Greater New York City Area Details
Marcelle Devine's Dean Witter Reynolds Experience July 1993 - April 1995
Job Chief Financial Officer at Burnham Securities Inc.
Industry Accounting
Experience
Burnham Securities Inc.  November 2013 - Present
Burnham Securities Inc.  May 1995 - November 2013
Dean Witter Reynolds   July 1993 - April 1995

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Windows, Public Speaking, Strategic Planning, Accounts Receivable, Corporate Finance, Finance

Education
City University of New York-Baruch College - Zicklin School of Business   2000 — 2003
Master of Business Administration (MBA), Finance, General

Alfred University   1989 — 1993
Bachelor of Science (BS), Accounting

Chris Loew Chris Loew Boston, Massachusetts Details
Chris Loew's Dean Witter Reynolds Experience 1993 - 1994
Job FINANCIAL SERVICES LEADERSHIP
Industry Financial Services
Experience
Santander Investment Services  March 2013 - Present
BlackRock  January 2005 - December 2012
BlackRock  2001 - December 2005
Putnam Investments  1999 - 2001
Putnam Investments  1997 - 1999
Putnam Investments  1995 - 1997
Dean Witter Reynolds   1993 - 1994
Proven Corporation   1988 - 1992
Data General Corporation  1984 - 1988

Skills
Leadership, Cross-functional Team..., Strategy, Process Improvement, Financial Services, Competitive Analysis, Financial Analysis, Business Analysis, Strategic Financial..., Transfer Agency

Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.), Business Management

University of Vermont
Bachelor of Arts (B.A.), Economics

Caroline Magsaysay Caroline Magsaysay Chicago, Illinois Details
Caroline Magsaysay's Dean Witter Reynolds Experience January 1983 - June 1985
Job Registered principal at F. P. Orzel & Co.
Industry Financial Services
Experience
F. P. Orzel & Co.   August 2004 - Present
ABN AMRO Investment Services   January 1999 - January 2004
Citicorp Investment Services  October 1990 - January 1999
FN Investment Center   1989 - 1990
Merrill Lynch  June 1985 - June 1988
Dean Witter Reynolds   January 1983 - June 1985

Skills
Series 7, Series 24, Series 63, Series 65, Investments, Securities, Variable Annuities, Fixed Annuities, Mutual Funds, Investment Strategies, Financial Advisory, Wealth Management, Retirement, Estate Planning, Licensed Life & Health..., Certificate of...

Education
Loyola University of Chicago   1992 — 1994
Paralegal, Paralegal Studies, Graduated with honors

College for Financial Planning   1988 — 1990
Certified Financial Planner

DePaul University
Bachelor of Arts (B.A.), Business Administration and Management, General

Bowen High School

Larry Renehan Larry Renehan Greater Seattle Area Details
Larry Renehan's Dean Witter Reynolds Experience 1992 - 1994
Job Sales & Marketing Consultant
Industry Management Consulting
Experience
LDR Associates   Account ManagerCrescent Electric SupplyAugust 2003 - December 2011
WW Grainger  1998 - 2002
Strategic Distribution Companies   1994 - 1998
Dean Witter Reynolds   1992 - 1994

Skills
Business Development, Strategic Planning, Sales Management, Marketing Strategy, Problem Solving, Customer Satisaction, National Accounts..., Sales, Management, Account Management, Strategy, Selling, Key Account Management, B2B, Business Intelligence, Sales Operations, Marketing, Direct Sales, New Business Development, Competitive Analysis, Cold Calling, Solution Selling, Lead Generation, Salesforce.com, CRM, Sales Presentations, Business Planning, Pricing

Education
Central Michigan University   1991 — 1994
Bachelor of Science (BS), Business Administration and Management, General

Michael Concannon Michael Concannon Madison, Connecticut Details
Michael Concannon's Dean Witter Reynolds Experience August 1986 - July 1988
Job Executive Vice President at The Hartford
Industry Financial Services
Experience
The Hartford  March 2012 - Present
The Hartford  August 2009 - March 2012
The Hartford  December 2005 - August 2009
The Hartford  July 1995 - December 2005
Allstate  July 1988 - July 1995
Dean Witter Reynolds   August 1986 - July 1988
E.F. Hutton and Co.   1983 - 1986

Skills
Property & Casualty..., Underwriting, Commercial Insurance, Employee Benefits, Casualty, Insurance, Management, Brokers, Leadership, Workers Compensation

Education
St. John's University
Bachelor's Degree, College of Business Administration

Adelphi University
Master of Business Administration (M.B.A.), Finance

Lindenhurst High School

Dana Hertz Dana Hertz Fairfield, California Details
Dana Hertz's Dean Witter Reynolds Experience June 1981 - June 1987
Job Paralegal at Nancy Gibbons a Law Corporation
Industry Law Practice
Experience
Nancy Gibbons a Law Corporation   March 2014 - Present
Bay Gold Enterprises   August 2010 - Present
Whatley Law Firm   April 2013 - August 2013
Bergquist, Wood & Anderson   December 2007 - November 2010
Thoratec Corp.  May 1987 - December 1988
Dean Witter Reynolds   June 1981 - June 1987

Skills
Legal Research, Family Law, Westlaw, Legal Writing, Microsoft Excel, Legal Documents, Notary Public, Paralegals

Education
California State University-East Bay   2006 — 2007
Legal Assistant/Paralegal

California State University-East Bay   2003 — 2006
Bachelor of Arts (BA), Political Science and Government

Diablo Valley College   2000 — 2003
Associate of Arts (AA), General Studies

Jim Revie Jim Revie Greater New York City Area Details
Jim Revie's Dean Witter Reynolds Experience October 1983 - January 1991
Job Business Manager at Strategic Litigation Research
Industry Legal Services
Experience
Strategic Litigation Research   March 2000 - Present
Trism, Inc   June 1988 - June 1998
Dean Witter Reynolds   October 1983 - January 1991
William Sword & Company   June 1976 - September 1980
Fowler Dick and Walker   June 1971 - June 1976
Jones & Laughlin Steel Corporation ( LTV Corp)   June 1963 - September 1969

Skills
Management Consulting, Strategic Planning, Business Strategy, Project Management, Program Management, Policy Analysis, Management, Strategy, Change Management, Customer Service, Team Building, Analysis, Government, Finance, Policy, Leadership, Budgets, Marketing, Sales, New Business Development, Business Development

Education
Harvard Business School   1969 — 1971
Master of Business Administration (MBA), Finance, General, Baker Scholar

Harvard University   1955 — 1959
Bachelor of Arts (BA), Economics

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