Dean Witter Reynolds
Industry: Company
DescriptionDean Witter Reynolds was an American stock brokerage and securities firm catering to retail clients. Prior to the company's acquisition, it was among the largest retail firms in the securities industry with over 9,000 account executives and was among the largest members of the New York Stock Exchange. Headquarters: New York City, 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
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
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 - 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
'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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Broward County Schools 2007 - Present
Dean Witter Reynolds 1990 - 1996
Education
Florida International University
BA, Psychology
Mercer University
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
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
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
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
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
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
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
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
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