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
Employee
Years
Job
Industry
ROGER LAULE ROGER LAULE's Dean Witter Reynolds Experience April 1971 - June 1975
Job Broker Associate at Realty Benefit
Industry Real Estate
Experience
Realty Benefit July 2015 - Present
Roger Laule July 1976 - Present
Roger Laule 1975 - Present
Summit Real Estate Group Laguna Niguel March 2002 - May 2006
The Summit Real Estate Group 1996 - 2002
Coldwell Banker - Corona del Mar June 1992 - October 1995
Coastal Commercial May 1975 - June 1992
Dean Witter Reynolds April 1971 - June 1975
Skills
Real Estate, Sellers, Real Estate Transactions, Condos, Short Sales, Investment Properties, First Time Home Buyers, Negotiation, Relocation, Buyer Representation, Investors, Single Family Homes, SFR, REO, Buyers, Referrals, Foreclosures, Property, New Home Sales, Real Property, Luxury, Listings, Move Up Buyers, 1031 Exchanges, Residential Homes, Income Properties, New Homes
Education
O.C.S - U S Navy 1967 — 1971
Lieutenant, Officer Candidate School
University of Southern California 1964 — 1967
AB, Economics
Pepperdine University 1963 — 1964
Mathematics
Beverly Hills High School 1960 — 1963
General Education, General Education
Berkeley Hall School 1957 — 1960
General Education
Realty Benefit July 2015 - Present
Roger Laule July 1976 - Present
Roger Laule 1975 - Present
Summit Real Estate Group Laguna Niguel March 2002 - May 2006
The Summit Real Estate Group 1996 - 2002
Coldwell Banker - Corona del Mar June 1992 - October 1995
Coastal Commercial May 1975 - June 1992
Dean Witter Reynolds April 1971 - June 1975
Skills
Real Estate, Sellers, Real Estate Transactions, Condos, Short Sales, Investment Properties, First Time Home Buyers, Negotiation, Relocation, Buyer Representation, Investors, Single Family Homes, SFR, REO, Buyers, Referrals, Foreclosures, Property, New Home Sales, Real Property, Luxury, Listings, Move Up Buyers, 1031 Exchanges, Residential Homes, Income Properties, New Homes
Education
O.C.S - U S Navy 1967 — 1971
Lieutenant, Officer Candidate School
University of Southern California 1964 — 1967
AB, Economics
Pepperdine University 1963 — 1964
Mathematics
Beverly Hills High School 1960 — 1963
General Education, General Education
Berkeley Hall School 1957 — 1960
General Education
Jeff Roegge Jeff Roegge's Dean Witter Reynolds Experience January 1995 - February 1997
Job SBA Team Lead at SunTrust Bank
Industry Banking
Experience
SunTrust Bank October 2014 - Present
Cornerstone Bank April 2013 - April 2014
BizCapital BIDCO January 2009 - November 2012
Community South Bank November 2004 - December 2008
Business Loan Express November 2002 - November 2004
Zions Small Business Finance June 2000 - July 2002
Wells Fargo Bank March 1999 - June 2000
Zions Small Business Finance December 1997 - March 1999
Dean Witter Reynolds January 1995 - February 1997
Skills
SBA, Credit, Loans, USDA, Construction Loans, Commercial Banking, Banking, SBA 504, Loan Origination, Mortgage Lending, Commercial Lending, Underwriting, Investments, Small Business Lending, Cash Flow, Funding, Finance, Lines Of Credit, Refinance, Commercial Mortgages, Strategy, Mergers & Acquisitions, Real Estate, Credit Analysis, Asset Based Lending, Small Business, Financial Services, Portfolio Management, Credit Risk, Financial Risk, Financial Structuring, Cross Selling, Business Development, Treasury Management, Mortgage Banking, Cash Flow Lending, Consumer Lending, Real Estate Financing, Middle Market, Commercial Finance, Cash Management
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
Executive MBA, EMBA
Southern Illinois University, Edwardsville 1992 — 1995
BS, Business - Finance
United States Navy Aviation Electronics School
Western Carolina University
SunTrust Bank October 2014 - Present
Cornerstone Bank April 2013 - April 2014
BizCapital BIDCO January 2009 - November 2012
Community South Bank November 2004 - December 2008
Business Loan Express November 2002 - November 2004
Zions Small Business Finance June 2000 - July 2002
Wells Fargo Bank March 1999 - June 2000
Zions Small Business Finance December 1997 - March 1999
Dean Witter Reynolds January 1995 - February 1997
Skills
SBA, Credit, Loans, USDA, Construction Loans, Commercial Banking, Banking, SBA 504, Loan Origination, Mortgage Lending, Commercial Lending, Underwriting, Investments, Small Business Lending, Cash Flow, Funding, Finance, Lines Of Credit, Refinance, Commercial Mortgages, Strategy, Mergers & Acquisitions, Real Estate, Credit Analysis, Asset Based Lending, Small Business, Financial Services, Portfolio Management, Credit Risk, Financial Risk, Financial Structuring, Cross Selling, Business Development, Treasury Management, Mortgage Banking, Cash Flow Lending, Consumer Lending, Real Estate Financing, Middle Market, Commercial Finance, Cash Management
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
Executive MBA, EMBA
Southern Illinois University, Edwardsville 1992 — 1995
BS, Business - Finance
United States Navy Aviation Electronics School
Western Carolina University
Bradley Carleton Bradley Carleton's Dean Witter Reynolds Experience December 1987 - November 1990
Job Outdoor Educator & NonProfit Management
Industry Education Management
Experience
LL Bean January 2015 - Present
LL Bean October 2014 - January 2015
Country Home Products November 2009 - October 2013
Country Home Products February 2004 - November 2009
Country Home Products October 2005 - March 2006
Silverlake Wealth Management September 2002 - March 2004
Merchants Trust Company September 1998 - June 2002
Perry’s Restaurant Group May 1992 - September 1998
Corporate Ethics Research and Consulting Service December 1990 - December 1993
Dean Witter Reynolds December 1987 - November 1990
Skills
Marketing, Outdoor Recreation, Public Speaking, Social Media, Nonprofits, Fishing, Sports, Social Media Marketing, Fundraising, Social Networking, Volunteer Management, Public Relations, Event Planning, Teaching, Online Marketing, Blogging, Event Management, Email Marketing, Advertising, Customer Service, Magazines, Non-profits
Education
New York University 1978 — 1980
none, Theater
Stowe High School - Stowe VT 1976 — 1977
Graduate, Standard, 12th
Vermont Academy 1975 — 1976
Transferred to Stowe High School, Standard, 11th
Beaver Area High School, Beaver, PA 1973 — 1974
Standard, 9th & 10th
LL Bean January 2015 - Present
LL Bean October 2014 - January 2015
Country Home Products November 2009 - October 2013
Country Home Products February 2004 - November 2009
Country Home Products October 2005 - March 2006
Silverlake Wealth Management September 2002 - March 2004
Merchants Trust Company September 1998 - June 2002
Perry’s Restaurant Group May 1992 - September 1998
Corporate Ethics Research and Consulting Service December 1990 - December 1993
Dean Witter Reynolds December 1987 - November 1990
Skills
Marketing, Outdoor Recreation, Public Speaking, Social Media, Nonprofits, Fishing, Sports, Social Media Marketing, Fundraising, Social Networking, Volunteer Management, Public Relations, Event Planning, Teaching, Online Marketing, Blogging, Event Management, Email Marketing, Advertising, Customer Service, Magazines, Non-profits
Education
New York University 1978 — 1980
none, Theater
Stowe High School - Stowe VT 1976 — 1977
Graduate, Standard, 12th
Vermont Academy 1975 — 1976
Transferred to Stowe High School, Standard, 11th
Beaver Area High School, Beaver, PA 1973 — 1974
Standard, 9th & 10th
Elizabeth Volsario Elizabeth Volsario's Dean Witter Reynolds Experience November 1982 - March 1985
Job Administrative Assistant
Industry Higher Education
Experience
Wagner College May 2007 - Present
Wagner College Office of Admissions August 2001 - May 2007
Richmond University Medical Center April 1998 - August 2001
University Physicians Group October 1997 - April 1998
Pediatric Healthcare April 1992 - October 1997
Dean Witter Reynolds November 1982 - March 1985
Skills
Microsoft Office, PowerPoint, Higher Education, Research, Event Planning, Nonprofits, Customer Service, Community Outreach, Training, Microsoft Word, Outlook, Data Entry, Microsoft Excel, Analysis, Teamwork, Social Media
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
BS, Business Administration
Wagner College May 2007 - Present
Wagner College Office of Admissions August 2001 - May 2007
Richmond University Medical Center April 1998 - August 2001
University Physicians Group October 1997 - April 1998
Pediatric Healthcare April 1992 - October 1997
Dean Witter Reynolds November 1982 - March 1985
Skills
Microsoft Office, PowerPoint, Higher Education, Research, Event Planning, Nonprofits, Customer Service, Community Outreach, Training, Microsoft Word, Outlook, Data Entry, Microsoft Excel, Analysis, Teamwork, Social Media
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
BS, Business Administration
Chuck Wisse Chuck Wisse's Dean Witter Reynolds Experience January 1990 - September 1991
Job Quality Engineer at SSL
Industry Defense & Space
Experience
SSL July 2009 - Present
Santa Cruz Bicycles September 2006 - March 2008
Big Creek Lumber Company July 2004 - September 2006
UBOC Investment Services December 2003 - July 2004
Morgan Stanley February 1993 - December 2003
AVP Vision Plans November 1991 - February 1993
Dean Witter Reynolds January 1990 - September 1991
Integrated Device Technology May 1988 - December 1989
Intel February 1987 - May 1988
Intel January 1984 - February 1987
Skills
Testing, Manufacturing, Engineering, Quality Assurance, Six Sigma, Software Documentation, Program Management, Quality Control, Continuous Improvement, Engineering Management, Aerospace, Root Cause Analysis
Education
Hawkeye Community College 1975 — 1978
AASEE, Electronic Engineering
SSL July 2009 - Present
Santa Cruz Bicycles September 2006 - March 2008
Big Creek Lumber Company July 2004 - September 2006
UBOC Investment Services December 2003 - July 2004
Morgan Stanley February 1993 - December 2003
AVP Vision Plans November 1991 - February 1993
Dean Witter Reynolds January 1990 - September 1991
Integrated Device Technology May 1988 - December 1989
Intel February 1987 - May 1988
Intel January 1984 - February 1987
Skills
Testing, Manufacturing, Engineering, Quality Assurance, Six Sigma, Software Documentation, Program Management, Quality Control, Continuous Improvement, Engineering Management, Aerospace, Root Cause Analysis
Education
Hawkeye Community College 1975 — 1978
AASEE, Electronic Engineering
Lynne Pascale Lynne Pascale's Dean Witter Reynolds Experience 1984 - 1987
Job Director of Development Onondaga Historical Association
Industry Museums and Institutions
Experience
Onondaga Historical Association 2011 - Present
Chittenango High School, Chittenango, NY 1996 - 2000
Dean Witter Reynolds 1984 - 1987
Skills
Fundraising, Public Speaking, Social Media, Public Relations, Non-profits, Editing, Event Management, Media Relations, Grant Writing, Teaching, Newsletters, Marketing, Nonprofits, Community Outreach, Strategic Planning, Sales, Event Planning, Grants, Volunteer Management, Research
Education
Syracuse University - Maxwell School
MSSc, Social Science
Le Moyne College 1993 — 1995
New York State Teaching Certification, Education
Syracuse University 1977 — 1981
B.A., Anthropology
Onondaga Historical Association 2011 - Present
Chittenango High School, Chittenango, NY 1996 - 2000
Dean Witter Reynolds 1984 - 1987
Skills
Fundraising, Public Speaking, Social Media, Public Relations, Non-profits, Editing, Event Management, Media Relations, Grant Writing, Teaching, Newsletters, Marketing, Nonprofits, Community Outreach, Strategic Planning, Sales, Event Planning, Grants, Volunteer Management, Research
Education
Syracuse University - Maxwell School
MSSc, Social Science
Le Moyne College 1993 — 1995
New York State Teaching Certification, Education
Syracuse University 1977 — 1981
B.A., Anthropology
Charles Ervin Charles Ervin's Dean Witter Reynolds Experience October 1984 - September 1988
Job Certified general Appraiser at Ervin Real Estate Appraisal Company
Industry Real Estate
Experience
Ervin Real Estate Appraisal Company December 1992 - Present
State of Michigan September 1988 - November 2002
Dean Witter Reynolds October 1984 - September 1988
Skills
Sellers, First Time Home Buyers, Short Sales, Investment Properties, Buyer Representation, Relocation, Single Family Homes, Foreclosures, Condos, Residential Homes, Listings, Right-of-Way Acquisition, Very high level of...
Education
Western Michigan University 1962 — 1979
School of Arts and Sciences
Macomb Community College 1964 — 1966
Accounting and Finance
Ervin Real Estate Appraisal Company December 1992 - Present
State of Michigan September 1988 - November 2002
Dean Witter Reynolds October 1984 - September 1988
Skills
Sellers, First Time Home Buyers, Short Sales, Investment Properties, Buyer Representation, Relocation, Single Family Homes, Foreclosures, Condos, Residential Homes, Listings, Right-of-Way Acquisition, Very high level of...
Education
Western Michigan University 1962 — 1979
School of Arts and Sciences
Macomb Community College 1964 — 1966
Accounting and Finance
Craig Gamble Craig Gamble's Dean Witter Reynolds Experience 1986 - 1987
Job CoFounder, Waterlily Enterprises Inc.
Industry Cosmetics
Experience
Waterlily Spa and Cosmetics Boutique 2002 - Present
Xelus 1998 - 2001
Questra Consulting 1996 - 1998
Manning and Napier Advisors 1995 - 1996
Franklin Pierce/Scott Wayne Associates 1990 - 1995
Cross Country Healthcare 1987 - 1990
Dean Witter Reynolds 1986 - 1987
Skills
Recruiting, Sales, Luxury Goods, Cosmetics, Beauty Industry, Skin Care, Makeup Artistry, Marketing Strategy, Brand Management, Retail, Marketing Communications, Marketing, Fashion, International Marketing, Personal Care, Social Media, Sales Management, Spa, Public Relations, Merchandising
Education
St. Lawrence University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Austro-American Institute, Vienna Austria 1983 — 1983
International Economics
University of Madrid, Spain 1983 — 1983
International Economics
Puente Alto High School, Santiago Chile
American Field Service, Exchange Student
Waterlily Spa and Cosmetics Boutique 2002 - Present
Xelus 1998 - 2001
Questra Consulting 1996 - 1998
Manning and Napier Advisors 1995 - 1996
Franklin Pierce/Scott Wayne Associates 1990 - 1995
Cross Country Healthcare 1987 - 1990
Dean Witter Reynolds 1986 - 1987
Skills
Recruiting, Sales, Luxury Goods, Cosmetics, Beauty Industry, Skin Care, Makeup Artistry, Marketing Strategy, Brand Management, Retail, Marketing Communications, Marketing, Fashion, International Marketing, Personal Care, Social Media, Sales Management, Spa, Public Relations, Merchandising
Education
St. Lawrence University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Austro-American Institute, Vienna Austria 1983 — 1983
International Economics
University of Madrid, Spain 1983 — 1983
International Economics
Puente Alto High School, Santiago Chile
American Field Service, Exchange Student
Antonia Spadafina Antonia Spadafina's Dean Witter Reynolds Experience September 1988 - October 1990
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Morgan Stanley Wealth Management June 2009 - July 2013
Citi Smith Barney November 1990 - June 2009
Dean Witter Reynolds September 1988 - October 1990
EDO, Inc October 1986 - September 1988
Bantam Doubleday Dell October 1984 - July 1986
Skills
SDLC, Project Management, DB2, Project Planning, Project Delivery, Requirements Analysis, Team Leadership, CICS, Team Building, Communication Skills, Highly detail oriented, People Development, E-commerce, Database Design, Result Oriented Approach, Graphic Design, Transaction Processing, Creative Writing, Languages, COBOLII, HTML, CSS Javascript, Software Development, Business Analysis
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Management Information Systems and Services
Chubb Institute 1985 — 1986
Certificate in Programming, Computer Programming
JPMorgan Chase May 2014 - Present
Morgan Stanley Wealth Management June 2009 - July 2013
Citi Smith Barney November 1990 - June 2009
Dean Witter Reynolds September 1988 - October 1990
EDO, Inc October 1986 - September 1988
Bantam Doubleday Dell October 1984 - July 1986
Skills
SDLC, Project Management, DB2, Project Planning, Project Delivery, Requirements Analysis, Team Leadership, CICS, Team Building, Communication Skills, Highly detail oriented, People Development, E-commerce, Database Design, Result Oriented Approach, Graphic Design, Transaction Processing, Creative Writing, Languages, COBOLII, HTML, CSS Javascript, Software Development, Business Analysis
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Management Information Systems and Services
Chubb Institute 1985 — 1986
Certificate in Programming, Computer Programming
Kurt Lyn Kurt Lyn's Dean Witter Reynolds Experience July 1987 - April 1989
Job Managing Partner at Lam, Lyn & Philip, P.C.
Industry Law Practice
Experience
Lam, Lyn & Philip, P.C. November 1993 - Present
Gibraltar Holdings June 2008 - September 2012
Folyri Corporation March 1994 - September 2006
Dean Witter Reynolds July 1987 - April 1989
Skills
Litigation, Commercial Litigation, Civil Litigation, Corporate Law, Legal Research, Investments, Product Liability, Criminal Law, Appeals, Arbitration, Trial Practice, Finance, Business Litigation, Trials, Class Actions, Trade Secrets, Courts, Personal Injury, Torts, Dispute Resolution, Joint Ventures
Education
Hofstra University School of Law 1989 — 1992
JD
Wesleyan University 1983 — 1987
B.A., Government & Sociology
Lam, Lyn & Philip, P.C. November 1993 - Present
Gibraltar Holdings June 2008 - September 2012
Folyri Corporation March 1994 - September 2006
Dean Witter Reynolds July 1987 - April 1989
Skills
Litigation, Commercial Litigation, Civil Litigation, Corporate Law, Legal Research, Investments, Product Liability, Criminal Law, Appeals, Arbitration, Trial Practice, Finance, Business Litigation, Trials, Class Actions, Trade Secrets, Courts, Personal Injury, Torts, Dispute Resolution, Joint Ventures
Education
Hofstra University School of Law 1989 — 1992
JD
Wesleyan University 1983 — 1987
B.A., Government & Sociology
Robert Venezia, AIF, MBA Robert Venezia, AIF, MBA's Dean Witter Reynolds Experience January 1983 - January 1987
Job Founder/CEO/CIO at Key Asset Advisors
Industry Investment Management
Experience
Key Asset Advisors March 2008 - Present
Key Investment Team January 2002 - Present
Wachovia Securities January 1987 - January 2002
Dean Witter Reynolds January 1983 - January 1987
Skills
Fiduciary Advisor, Investments, Asset Management, Non-profit Asset Manager, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Financial Analysis, Strategic Planning, Business Planning
Education
Loyola Marymount University 1976 — 1978
Master of Business Administration (MBA), Finance
Loyola Marymount University, College of Business Administration 1972 — 1976
Bachelor of Business Administration (BBA), Business Administration
Key Asset Advisors March 2008 - Present
Key Investment Team January 2002 - Present
Wachovia Securities January 1987 - January 2002
Dean Witter Reynolds January 1983 - January 1987
Skills
Fiduciary Advisor, Investments, Asset Management, Non-profit Asset Manager, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Financial Analysis, Strategic Planning, Business Planning
Education
Loyola Marymount University 1976 — 1978
Master of Business Administration (MBA), Finance
Loyola Marymount University, College of Business Administration 1972 — 1976
Bachelor of Business Administration (BBA), Business Administration
Lorraine Engel's Dean Witter Reynolds Experience September 1986 - September 1989
Job Educational Specialist
Industry Education Management
Experience
NYC Department of Education Assistant PrincipalNYC DOEMarch 2007 - February 2014
NYC Department of Education September 2005 - March 2008
NYC Department of Education September 2001 - June 2004
NYC Department of Education September 1993 - June 2001
Archdiocese of New York November 1991 - August 1993
Bear Stearns Inc. September 1989 - November 1991
Dean Witter Reynolds September 1986 - September 1989
Skills
Classroom Management, Educational Leadership, Differentiated..., Lesson Planning, Curriculum Mapping, Data Analysis, Communication, Staff Development, Staff Supervision, Program Development, Elementary Education, Social Studies, Early Childhood..., RTI, Language Arts, Teacher Training, Data Driven Instruction, Curriculum Development, Teacher Mentoring, Common Core State..., Balanced Literacy, Teacher Evaluation, Curriculum Design, Classroom
Education
CSA Executive Leadership Institute (ELI): Advanced Leadership Program for Assistant Principals 2013 — 2014
Certificate of Completion, Advance Studies in School Leadership
CSA: Executive Leadership Institute, School Based Intermediate Supervisors Institute 2008 — 2010
Certificate of Completion, School Leadership
City University of New York-Queens College 1991 — 1993
Specialist, Educational Leadership and Administration, General
St. John's University 1991 — 1993
Master's degree, Elementary Education
St. John's University 1982 — 1986
Bachelor's degree, American Government and Politics (United States)
NYC Department of Education Assistant PrincipalNYC DOEMarch 2007 - February 2014
NYC Department of Education September 2005 - March 2008
NYC Department of Education September 2001 - June 2004
NYC Department of Education September 1993 - June 2001
Archdiocese of New York November 1991 - August 1993
Bear Stearns Inc. September 1989 - November 1991
Dean Witter Reynolds September 1986 - September 1989
Skills
Classroom Management, Educational Leadership, Differentiated..., Lesson Planning, Curriculum Mapping, Data Analysis, Communication, Staff Development, Staff Supervision, Program Development, Elementary Education, Social Studies, Early Childhood..., RTI, Language Arts, Teacher Training, Data Driven Instruction, Curriculum Development, Teacher Mentoring, Common Core State..., Balanced Literacy, Teacher Evaluation, Curriculum Design, Classroom
Education
CSA Executive Leadership Institute (ELI): Advanced Leadership Program for Assistant Principals 2013 — 2014
Certificate of Completion, Advance Studies in School Leadership
CSA: Executive Leadership Institute, School Based Intermediate Supervisors Institute 2008 — 2010
Certificate of Completion, School Leadership
City University of New York-Queens College 1991 — 1993
Specialist, Educational Leadership and Administration, General
St. John's University 1991 — 1993
Master's degree, Elementary Education
St. John's University 1982 — 1986
Bachelor's degree, American Government and Politics (United States)
Alan Ronald Alan Ronald's Dean Witter Reynolds Experience January 1987 - March 1997
Job Vice President, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Sterne Agee December 2006 - June 2014
Citigroup Global Markets, Inc. March 1997 - December 2006
Dean Witter Reynolds January 1987 - March 1997
Victor Technologies June 1983 - December 1986
Occidental Petroleum April 1975 - May 1983
Education
Pepperdine University
M.B.A., Business
University of California, Davis
Bachelor of Arts, Economics and Psychology
Ameriprise Financial Services, Inc. July 2014 - Present
Sterne Agee December 2006 - June 2014
Citigroup Global Markets, Inc. March 1997 - December 2006
Dean Witter Reynolds January 1987 - March 1997
Victor Technologies June 1983 - December 1986
Occidental Petroleum April 1975 - May 1983
Education
Pepperdine University
M.B.A., Business
University of California, Davis
Bachelor of Arts, Economics and Psychology
Stephen Nocita's Dean Witter Reynolds Experience 1987 - 1990
Job Shipwright
Industry Shipbuilding
Experience
Great South Bay Boatworks January 1996 - January 2012
Waldbaum's July 1990 - December 2011
Islandwide Enterprises, Inc. January 2005 - October 2011
Dean Witter Reynolds 1987 - 1990
Dominick & Dominick LLC 1985 - 1987
Skills
Accounting, Financial Reporting, Budgets, Payroll, Auditing, Strategic Planning, Microsoft Excel, System Administration, Microsoft Office, Team Building, Customer Service, Management, Supervisory Skills
Education
Saint Joseph's College 1982 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Great South Bay Boatworks January 1996 - January 2012
Waldbaum's July 1990 - December 2011
Islandwide Enterprises, Inc. January 2005 - October 2011
Dean Witter Reynolds 1987 - 1990
Dominick & Dominick LLC 1985 - 1987
Skills
Accounting, Financial Reporting, Budgets, Payroll, Auditing, Strategic Planning, Microsoft Excel, System Administration, Microsoft Office, Team Building, Customer Service, Management, Supervisory Skills
Education
Saint Joseph's College 1982 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Mark W. Evans Mark W. Evans's Dean Witter Reynolds Experience March 1993 - May 1996
Job Pharma/Device/Biotech Rep
Industry Biotechnology
Experience
inVentiv Health Commercial August 2015 - Present
Getman Apothecary Shoppe March 2015 - July 2015
Progenity March 2014 - September 2014
Bayer HealthCare- Women's Health May 2001 - November 2013
Berlex Laboratories- Women's Health May 2001 - June 2006
Evans Consulting March 2000 - April 2001
First Union Securities June 1998 - March 2000
Tinker Federal Credit Union May 1996 - June 1998
Dean Witter Reynolds March 1993 - May 1996
Monroe Systems for Business September 1990 - March 1993
Skills
Marketing, Medical Devices, Pharmaceutical Sales, Women's Health, Buy & Bill, Specialty Pharmaceutical, OB/GYN
Education
Oklahoma State University 1987 — 1990
Bachelor of Science in Business Administration, Marketing
University of Oklahoma 1981 — 1983
inVentiv Health Commercial August 2015 - Present
Getman Apothecary Shoppe March 2015 - July 2015
Progenity March 2014 - September 2014
Bayer HealthCare- Women's Health May 2001 - November 2013
Berlex Laboratories- Women's Health May 2001 - June 2006
Evans Consulting March 2000 - April 2001
First Union Securities June 1998 - March 2000
Tinker Federal Credit Union May 1996 - June 1998
Dean Witter Reynolds March 1993 - May 1996
Monroe Systems for Business September 1990 - March 1993
Skills
Marketing, Medical Devices, Pharmaceutical Sales, Women's Health, Buy & Bill, Specialty Pharmaceutical, OB/GYN
Education
Oklahoma State University 1987 — 1990
Bachelor of Science in Business Administration, Marketing
University of Oklahoma 1981 — 1983
Randolph Christophersen,MBA Randolph Christophersen,MBA's Dean Witter Reynolds Experience 1989 - 1990
Job John F. Welch College of Business
Industry Consumer Goods
Experience
Visicom Inc February 2012 - April 2012
Pepperidge Farm March 2001 - July 2011
Olympia Sports 2000 - 2001
Private Estate 1990 - 2000
Dean Witter Reynolds 1989 - 1990
Skills
Forecasting, Sales Operations, Cross-functional Team..., Management, Sales Management, Sales, Account Management, Retail, Customer Satisfaction, Merchandising, Project Planning, Team Building, SAP, Customer Service, Strategic Planning, Competitive Analysis, Marketing, New Business Development, Analysis, Product Development, Training, Budgets, Pricing, Leadership, Business Development, Process Improvement, Marketing Strategy, Logistics, Time Management, Business Strategy, CRM, Business Planning, Negotiation, Selling, Cold Calling, Inventory Management
Education
Sacred Heart University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
Sacred Heart University 1982 — 1984
Bachelor's degree, Finance, General
Visicom Inc February 2012 - April 2012
Pepperidge Farm March 2001 - July 2011
Olympia Sports 2000 - 2001
Private Estate 1990 - 2000
Dean Witter Reynolds 1989 - 1990
Skills
Forecasting, Sales Operations, Cross-functional Team..., Management, Sales Management, Sales, Account Management, Retail, Customer Satisfaction, Merchandising, Project Planning, Team Building, SAP, Customer Service, Strategic Planning, Competitive Analysis, Marketing, New Business Development, Analysis, Product Development, Training, Budgets, Pricing, Leadership, Business Development, Process Improvement, Marketing Strategy, Logistics, Time Management, Business Strategy, CRM, Business Planning, Negotiation, Selling, Cold Calling, Inventory Management
Education
Sacred Heart University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
Sacred Heart University 1982 — 1984
Bachelor's degree, Finance, General
Irene Giman, CFA Irene Giman, CFA's Dean Witter Reynolds Experience November 1983 - July 1986
Job Finance Professional
Industry Financial Services
Experience
Pinnacle Financial Advisors August 2011 - Present
Mkor Shalom 2010 - 2011
TIAA-CREF September 1988 - January 1998
Dean Witter Reynolds November 1983 - July 1986
Skills
fee-only holistic..., Wealth Management, Financial Analysis, Mergers, Financial Advisory, Analysis, Asset Managment, Investments, Portfolio Management, Investment Management, Mutual Funds, Fixed Income, Estate Planning, Strategic Financial..., Risk Management, Asset Allocation, Asset Management, Executive Management, Credit Analysis, Structured Finance, Capital Markets, Budgets, Finance, Mergers & Acquisitions, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Mount Holyoke College 1979 — 1983
A.B., Economics
Pinnacle Financial Advisors August 2011 - Present
Mkor Shalom 2010 - 2011
TIAA-CREF September 1988 - January 1998
Dean Witter Reynolds November 1983 - July 1986
Skills
fee-only holistic..., Wealth Management, Financial Analysis, Mergers, Financial Advisory, Analysis, Asset Managment, Investments, Portfolio Management, Investment Management, Mutual Funds, Fixed Income, Estate Planning, Strategic Financial..., Risk Management, Asset Allocation, Asset Management, Executive Management, Credit Analysis, Structured Finance, Capital Markets, Budgets, Finance, Mergers & Acquisitions, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Mount Holyoke College 1979 — 1983
A.B., Economics
Diane Bieber's Dean Witter Reynolds Experience November 1982 - September 1987
Job Director Investment Operations Pruco/Command
Industry Financial Services
Experience
Prudential May 2011 - Present
Pudential Financial September 1987 - May 2011
Dean Witter Reynolds November 1982 - September 1987
Education
Seton Hall University 1984 — 1988
MBA
Douglass College, Rutgers University 1978 — 1982
BA, Economics
Prudential May 2011 - Present
Pudential Financial September 1987 - May 2011
Dean Witter Reynolds November 1982 - September 1987
Education
Seton Hall University 1984 — 1988
MBA
Douglass College, Rutgers University 1978 — 1982
BA, Economics
Claire Eyges's Dean Witter Reynolds Experience 1985 - 1988
Job Consultant, Benefits Advisory & Compliance at Towers Watson
Industry Research
Experience
Towers Watson September 2013 - Present
Verisight, Inc July 2002 - September 2013
Pension Specialists, Inc. January 1992 - July 2002
Pension Specialists, Inc. January 1991 - January 1992
Dean Witter Reynolds 1985 - 1988
Skills
Team Management, Conversions, Group Presentations, Retirement Planning, 401k, Retirement, ERISA, Pensions, Benefits Administration, Recruiting, Customer Service, Microsoft Excel, Microsoft Office, Payroll, Investment Advisory, Mutual Funds
Education
University of California, Berkeley 1982 — 1985
Bachelor of Arts, Psychology
San Francisco State University 1981 — 1982
Towers Watson September 2013 - Present
Verisight, Inc July 2002 - September 2013
Pension Specialists, Inc. January 1992 - July 2002
Pension Specialists, Inc. January 1991 - January 1992
Dean Witter Reynolds 1985 - 1988
Skills
Team Management, Conversions, Group Presentations, Retirement Planning, 401k, Retirement, ERISA, Pensions, Benefits Administration, Recruiting, Customer Service, Microsoft Excel, Microsoft Office, Payroll, Investment Advisory, Mutual Funds
Education
University of California, Berkeley 1982 — 1985
Bachelor of Arts, Psychology
San Francisco State University 1981 — 1982
Joseph Flannigan Joseph Flannigan's Dean Witter Reynolds Experience 1993 - 1997
Job Partner at Too Many Joes Productions
Industry Entertainment
Experience
Too Many Joes Productions March 2013 - Present
Morgan Stanley January 2007 - April 2012
Morgan Stanley 1997 - 2007
Dean Witter Reynolds 1993 - 1997
Skills
Project Portfolio..., Strategic Planning, Team Leadership, Change Management, Needs Assessment, Data Warehousing, IT Strategy, IT Security, Process Improvement, Software Development, Project Management, QA/Testing, Deployment/Migrations, Web Design, Budgeting, Cost Accounting, Cost/Benefit Analysis, Payroll, Reporting, Benefits/Compensation, Employee/Labor Relations, Recruiting, Training/Development, Workforce Planning, MS Office Suite, MS Project, Visio, QlikView, Windows, Mac OS X, Mainframe, Sybase, DB2, Business Objects, PeopleSoft, LDAP, SharePoint, Informatica, SOX, Project Planning, Resource Management, Risk Mitigation, Client Relationship..., Product Development, Business Analysis, Integration, Business Process, Vendor Relations, Re-engineering, SDLC
Education
Hofstra University 1979 — 1981
BA, Computer Science/Business
Too Many Joes Productions March 2013 - Present
Morgan Stanley January 2007 - April 2012
Morgan Stanley 1997 - 2007
Dean Witter Reynolds 1993 - 1997
Skills
Project Portfolio..., Strategic Planning, Team Leadership, Change Management, Needs Assessment, Data Warehousing, IT Strategy, IT Security, Process Improvement, Software Development, Project Management, QA/Testing, Deployment/Migrations, Web Design, Budgeting, Cost Accounting, Cost/Benefit Analysis, Payroll, Reporting, Benefits/Compensation, Employee/Labor Relations, Recruiting, Training/Development, Workforce Planning, MS Office Suite, MS Project, Visio, QlikView, Windows, Mac OS X, Mainframe, Sybase, DB2, Business Objects, PeopleSoft, LDAP, SharePoint, Informatica, SOX, Project Planning, Resource Management, Risk Mitigation, Client Relationship..., Product Development, Business Analysis, Integration, Business Process, Vendor Relations, Re-engineering, SDLC
Education
Hofstra University 1979 — 1981
BA, Computer Science/Business
Grant Fletcher Grant Fletcher's Dean Witter Reynolds Experience 1989 - 1990
Job CERTIFIED FINANCIAL PLANNER™, Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
F & M Investment Services 2010 - Present
Raymond James Financial Services, Inc. August 2007 - Present
UBS Financial Services/Piper Jaffray & Co. 1997 - 2007
Bank of America Investment Services 1990 - 1997
Dean Witter Reynolds 1989 - 1990
Skills
Series 7, Insurance, Investments, Financial Advisory, Wealth Management..., Wealth Management, Risk Management, Commercial Lending, Retirement, Securities, Strategic Financial..., Equities, Credit, Asset Allocation, Disability Insurance, Fixed Annuities, Financial Analysis, Finance, Banking, Financial Planners, Loans, Relationship Management, Financial Services, Mortgage Lending, Alternative Investments, Investment Strategies, Asset Management, Life Insurance, Long-term Care, Wealth, Portfolio Management, Small Business, Investment Advisory, Employee Benefits, 401k, Commercial Banking, Estate Planning, Mutual Funds, Mergers & Acquisitions, Credit Analysis, Retirement Planning, Term Life Insurance
Education
San Diego State University-California State University
Bachelor of Arts Degree, Business Administration
F & M Investment Services 2010 - Present
Raymond James Financial Services, Inc. August 2007 - Present
UBS Financial Services/Piper Jaffray & Co. 1997 - 2007
Bank of America Investment Services 1990 - 1997
Dean Witter Reynolds 1989 - 1990
Skills
Series 7, Insurance, Investments, Financial Advisory, Wealth Management..., Wealth Management, Risk Management, Commercial Lending, Retirement, Securities, Strategic Financial..., Equities, Credit, Asset Allocation, Disability Insurance, Fixed Annuities, Financial Analysis, Finance, Banking, Financial Planners, Loans, Relationship Management, Financial Services, Mortgage Lending, Alternative Investments, Investment Strategies, Asset Management, Life Insurance, Long-term Care, Wealth, Portfolio Management, Small Business, Investment Advisory, Employee Benefits, 401k, Commercial Banking, Estate Planning, Mutual Funds, Mergers & Acquisitions, Credit Analysis, Retirement Planning, Term Life Insurance
Education
San Diego State University-California State University
Bachelor of Arts Degree, Business Administration
Bruce Montigney's Dean Witter Reynolds Experience 1978 - 1982
Job Trader
Industry Venture Capital & Private Equity
Experience
Loro Piana September 1998 - May 2012
Retail Pro Software 1987 - 1997
Dean Witter Reynolds 1978 - 1982
Skills
Business Strategy, Business Planning, Employee Training, Retail Pro, Visual Merchandising, SAP, Negotiation, Public Speaking, Marketing, Event Planning, Merchandising, Sales Management, Customer Service, Sales, Budgets, Strategic Planning, Retail, Fashion, Marketing Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
Loro Piana September 1998 - May 2012
Retail Pro Software 1987 - 1997
Dean Witter Reynolds 1978 - 1982
Skills
Business Strategy, Business Planning, Employee Training, Retail Pro, Visual Merchandising, SAP, Negotiation, Public Speaking, Marketing, Event Planning, Merchandising, Sales Management, Customer Service, Sales, Budgets, Strategic Planning, Retail, Fashion, Marketing Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
Kurt Kleinle Kurt Kleinle's Dean Witter Reynolds Experience August 1993 - September 1995
Job JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2013 - Present
Janney Montgomery Scott September 1995 - June 2013
Dean Witter Reynolds August 1993 - September 1995
Dun and Bradstreet June 1992 - September 1993
Education
Muhlenberg College 1989 — 1993
Bachelor of Arts (B.A.), International/Global Studies
Morristown Beard School 1985 — 1989
High School
JP Morgan Chase Bank, N.A. June 2013 - Present
Janney Montgomery Scott September 1995 - June 2013
Dean Witter Reynolds August 1993 - September 1995
Dun and Bradstreet June 1992 - September 1993
Education
Muhlenberg College 1989 — 1993
Bachelor of Arts (B.A.), International/Global Studies
Morristown Beard School 1985 — 1989
High School
Paul D'Andrea Paul D'Andrea's Dean Witter Reynolds Experience May 1986 - May 1987
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
Citigroup September 1997 - May 2012
Smith Barney Shearson May 1991 - August 1993
Smith Barney, Harris Upham & Co., Inc. October 1988 - May 1991
Thompson McKinnon Securities May 1987 - October 1988
Dean Witter Reynolds May 1986 - May 1987
Skills
Equities, Equity Trading, Series 63, ETFs, Options, Portfolio Management, Electronic Trading, Alternative Investments, Trading, Series 7, Fixed Income, Investments, Trading Systems, Mergers & Acquisitions, FINRA, Capital Markets, Securities, Hedge Funds, Asset Management
Education
Seton Hall University 1982 — 1986
BS in Finance, CUM LAUDE
Manasquan High School 1978 — 1982
Morgan Stanley Wealth Management May 2012 - Present
Citigroup September 1997 - May 2012
Smith Barney Shearson May 1991 - August 1993
Smith Barney, Harris Upham & Co., Inc. October 1988 - May 1991
Thompson McKinnon Securities May 1987 - October 1988
Dean Witter Reynolds May 1986 - May 1987
Skills
Equities, Equity Trading, Series 63, ETFs, Options, Portfolio Management, Electronic Trading, Alternative Investments, Trading, Series 7, Fixed Income, Investments, Trading Systems, Mergers & Acquisitions, FINRA, Capital Markets, Securities, Hedge Funds, Asset Management
Education
Seton Hall University 1982 — 1986
BS in Finance, CUM LAUDE
Manasquan High School 1978 — 1982
Roger F. Vierra, Jr.'s Dean Witter Reynolds Experience January 1985 - June 1986
Job Senior Vice President Investments and Institutional Consultant at UBS Institutional Consulting
Industry Financial Services
Experience
UBS Institutional Consulting December 2007 - Present
Bear Stearns & Company January 1991 - December 2007
Smith Barney May 1989 - January 1991
Drexel Burnham Lambert January 1986 - January 1989
Dean Witter Reynolds January 1985 - June 1986
Education
Rollins College - Crummer Graduate School of Business 1983 — 1985
MBA
Rollins College 1979 — 1983
BSBA
UBS Institutional Consulting December 2007 - Present
Bear Stearns & Company January 1991 - December 2007
Smith Barney May 1989 - January 1991
Drexel Burnham Lambert January 1986 - January 1989
Dean Witter Reynolds January 1985 - June 1986
Education
Rollins College - Crummer Graduate School of Business 1983 — 1985
MBA
Rollins College 1979 — 1983
BSBA
James Minasola James Minasola's Dean Witter Reynolds Experience 1986 - 1990
Job Information Processing Specialist at Landsberg Orora
Industry Financial Services
Experience
Landsberg Orora May 2015 - Present
McCain Foods USA August 2014 - May 2015
McCain Foods USA August 2012 - July 2014
JM Consulting June 2011 - August 2012
Staff Management October 2011 - December 2011
American Way Futures 2010 - 2011
MF Global 2007 - 2010
Newedge/Fimat 1990 - 2007
Dean Witter Reynolds 1986 - 1990
Skills
Microsoft Excel, Databases, SAP, Process Improvement, International Customers, Account Development, Customer Relationship..., CRM, Trading Systems, Banking, Derivatives, Bloomberg, Options, Financial Markets, Trading Strategies, Electronic Trading, Commodity, Commodity Markets, Market Data, Interest Rate..., Bloomberg Terminal, Options Strategies, Managed Futures, PATS Systems Platform, Economics, Financial Services, Trading Technologies..., Trade Execution, Commodities, Brokerage
Education
Illinois State University 1982 — 1986
BS, Marketing/Business Administration
Loyola University of Chicago 1981 — 1982
Notre Dame High School
Landsberg Orora May 2015 - Present
McCain Foods USA August 2014 - May 2015
McCain Foods USA August 2012 - July 2014
JM Consulting June 2011 - August 2012
Staff Management October 2011 - December 2011
American Way Futures 2010 - 2011
MF Global 2007 - 2010
Newedge/Fimat 1990 - 2007
Dean Witter Reynolds 1986 - 1990
Skills
Microsoft Excel, Databases, SAP, Process Improvement, International Customers, Account Development, Customer Relationship..., CRM, Trading Systems, Banking, Derivatives, Bloomberg, Options, Financial Markets, Trading Strategies, Electronic Trading, Commodity, Commodity Markets, Market Data, Interest Rate..., Bloomberg Terminal, Options Strategies, Managed Futures, PATS Systems Platform, Economics, Financial Services, Trading Technologies..., Trade Execution, Commodities, Brokerage
Education
Illinois State University 1982 — 1986
BS, Marketing/Business Administration
Loyola University of Chicago 1981 — 1982
Notre Dame High School
Brian A. Carey Brian A. Carey's Dean Witter Reynolds Experience March 1983 - March 1988
Job First Vice PresidentInvestments, Senior Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2009 - Present
Morgan Stanley Smith Barney March 1988 - March 2009
Dean Witter Reynolds March 1983 - March 1988
Education
Providence College
Bachelor of Science, Business Management
UBS Wealth Management March 2009 - Present
Morgan Stanley Smith Barney March 1988 - March 2009
Dean Witter Reynolds March 1983 - March 1988
Education
Providence College
Bachelor of Science, Business Management
Linda Galdieri Linda Galdieri's Dean Witter Reynolds Experience 1975 - 1981
Job Experienced Relationship Therapist
Industry Health, Wellness and Fitness
Experience
Self-Employed PsychotherapistPsychotherapy Private Practice1994 - Present
Dean Witter Reynolds 1975 - 1981
Skills
Psychotherapy, Couples, Clinical, Parents, Stress, Family Therapy, Parenthood, Stress Management, Counseling Psychology, Clinical Research, Mental Health, Adolescents, Treatment, Group Therapy, Life Transitions, Personal Development, Clinical Supervision, CBT, Anger Management, Mental Health Counseling
Education
San Jose State University 1991 — 1993
M.S., Clinical Psychology
Luke M Powers
Self-Employed PsychotherapistPsychotherapy Private Practice1994 - Present
Dean Witter Reynolds 1975 - 1981
Skills
Psychotherapy, Couples, Clinical, Parents, Stress, Family Therapy, Parenthood, Stress Management, Counseling Psychology, Clinical Research, Mental Health, Adolescents, Treatment, Group Therapy, Life Transitions, Personal Development, Clinical Supervision, CBT, Anger Management, Mental Health Counseling
Education
San Jose State University 1991 — 1993
M.S., Clinical Psychology
Luke M Powers
Jackie Gardener Jackie Gardener's Dean Witter Reynolds Experience 1977 - 1980
Job Owner at Paper Artist
Industry Arts and Crafts
Experience
Paper Artist 1998 - Present
Space Planning/Interior Design 1980 - 1998
Dean Witter Reynolds 1977 - 1980
Skills
Contemporary Art, Fine Art, Art, Bookbinding, Painting, Galleries, Museums, Graphic Design, Visual Arts, Drawing, Illustration, Photography, Collage, Acrylic, Art Education, Handmade Jewelry, Jewelry Design
Education
San Jose State University 1969 — 1976
BS, Interior Design
University of California, Santa Barbara 1970 — 1974
BA, Art
Paper Artist 1998 - Present
Space Planning/Interior Design 1980 - 1998
Dean Witter Reynolds 1977 - 1980
Skills
Contemporary Art, Fine Art, Art, Bookbinding, Painting, Galleries, Museums, Graphic Design, Visual Arts, Drawing, Illustration, Photography, Collage, Acrylic, Art Education, Handmade Jewelry, Jewelry Design
Education
San Jose State University 1969 — 1976
BS, Interior Design
University of California, Santa Barbara 1970 — 1974
BA, Art
Frank Gerham Jr, CRC, AIF® Frank Gerham Jr, CRC, AIF®'s Dean Witter Reynolds Experience 1984 - 1989
Job Owner at Frank 401K...where your retirement plan finally starts to work for you !
Industry Financial Services
Experience
Westminster Financial, LLC May 2010 - Present
Westminster Financial,LLC May 2010 - Present
Frank401-K Advisors May 2010 - Present
Ancient Order of Hibernians- Division 7 2005 - 2015
Ancient Order of Hibernians- Division 7 2005 - 2015
Wachovia Securities May 2000 - May 2010
Legg Mason 1997 - 2000
Dean Witter Reynolds 1984 - 1989
Skills
Fee based 401-K Advisor, Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Series 7, Asset Managment, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Fixed Annuities, 401k, Investments, Series 63, Estate Planning, Investment Strategies, Alternative Investments, Securities, Series 6, Portfolio Management, IRAs, Retirement Plan..., Fee, Asset Management, Financial Services, Employee Benefits, Life Insurance, Long-term Care, Pensions, Defined Benefit, Disability Insurance, Cash Management, Equities, Series 65, Personal Finance, Insurance, Fixed Income, Mortgage Lending, Wealth Management..., Hedge Funds, 401k Rollovers, Loans, Finance, FINRA, Residential Mortgages, Financial Planning
Education
Spring Hill College 1974 — 1978
BS Commerce, Business Administration
Mitchell College 1973 — 1974
Manhattan College 1971 — 1973
Westminster Financial, LLC May 2010 - Present
Westminster Financial,LLC May 2010 - Present
Frank401-K Advisors May 2010 - Present
Ancient Order of Hibernians- Division 7 2005 - 2015
Ancient Order of Hibernians- Division 7 2005 - 2015
Wachovia Securities May 2000 - May 2010
Legg Mason 1997 - 2000
Dean Witter Reynolds 1984 - 1989
Skills
Fee based 401-K Advisor, Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Series 7, Asset Managment, Asset Allocation, Investment Advisory, Mutual Funds, Financial Advisory, Fixed Annuities, 401k, Investments, Series 63, Estate Planning, Investment Strategies, Alternative Investments, Securities, Series 6, Portfolio Management, IRAs, Retirement Plan..., Fee, Asset Management, Financial Services, Employee Benefits, Life Insurance, Long-term Care, Pensions, Defined Benefit, Disability Insurance, Cash Management, Equities, Series 65, Personal Finance, Insurance, Fixed Income, Mortgage Lending, Wealth Management..., Hedge Funds, 401k Rollovers, Loans, Finance, FINRA, Residential Mortgages, Financial Planning
Education
Spring Hill College 1974 — 1978
BS Commerce, Business Administration
Mitchell College 1973 — 1974
Manhattan College 1971 — 1973
John Bonora John Bonora's Dean Witter Reynolds Experience 1984 - 1986
Job at
Industry Financial Services
Experience
ID Shield/LegalShield April 2015 - Present
Grand Island Chamber of Commerce January 2011 - Present
Economic Development Advisory Board January 2005 - Present
FSC Securities November 1986 - November 2011
GISBA- Grand Island School and Business Alliance January 2008 - January 2011
Dean Witter Reynolds 1984 - 1986
Skills
Retirement Planning, Series 7, Investment Advisory, Fixed Annuities, Mutual Funds, Investment Strategies, Strategic Financial..., Investments, Wealth Management, Retirement, IRAs, Uniform Combined State..., Portfolio Management, Asset Allocation, Series 63, Estate Planning, FINRA, Financial Advisory
Education
State University of New York College at Buffalo 1966 — 1973
MS,BA, Personell Administration, Education
ID Shield/LegalShield April 2015 - Present
Grand Island Chamber of Commerce January 2011 - Present
Economic Development Advisory Board January 2005 - Present
FSC Securities November 1986 - November 2011
GISBA- Grand Island School and Business Alliance January 2008 - January 2011
Dean Witter Reynolds 1984 - 1986
Skills
Retirement Planning, Series 7, Investment Advisory, Fixed Annuities, Mutual Funds, Investment Strategies, Strategic Financial..., Investments, Wealth Management, Retirement, IRAs, Uniform Combined State..., Portfolio Management, Asset Allocation, Series 63, Estate Planning, FINRA, Financial Advisory
Education
State University of New York College at Buffalo 1966 — 1973
MS,BA, Personell Administration, Education
Robert Bewick Robert Bewick's Dean Witter Reynolds Experience August 1984 - August 1985
Job Managing Partner FinaXiomShareef LLP
Industry Financial Services
Experience
FinaXiom LLP January 2010 - Present
FinaXiom Shareef LLP January 2010 - Present
Contingent Capital Limited January 2011 - Present
Acornventures Limited January 2000 - December 2010
Consultant January 1998 - December 1999
Henderson Crosthwaite August 1996 - December 1997
Wood Mackenzie/NatWest Securities February 1987 - August 1996
Capel Cure Myers August 1985 - February 1987
Dean Witter Reynolds August 1984 - August 1985
Drexel Burnham Lambert November 1981 - April 1984
Skills
Private Equity, Corporate Finance, Venture Capital, Investment Banking, Due Diligence, Corporate Law, Business Development, Finance, Business Planning, Equities, Negotiation, Banking, Securities, Executive Management, Management, Funding
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
BSc Econ (Hons), Economics Economic History
Bolton School 1968 — 1978
FinaXiom LLP January 2010 - Present
FinaXiom Shareef LLP January 2010 - Present
Contingent Capital Limited January 2011 - Present
Acornventures Limited January 2000 - December 2010
Consultant January 1998 - December 1999
Henderson Crosthwaite August 1996 - December 1997
Wood Mackenzie/NatWest Securities February 1987 - August 1996
Capel Cure Myers August 1985 - February 1987
Dean Witter Reynolds August 1984 - August 1985
Drexel Burnham Lambert November 1981 - April 1984
Skills
Private Equity, Corporate Finance, Venture Capital, Investment Banking, Due Diligence, Corporate Law, Business Development, Finance, Business Planning, Equities, Negotiation, Banking, Securities, Executive Management, Management, Funding
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
BSc Econ (Hons), Economics Economic History
Bolton School 1968 — 1978
Raymond Richey's Dean Witter Reynolds Experience April 1984 - May 1994
Job Owner, Rich Retirement Solutions LLC
Industry Financial Services
Experience
Rich Retirement Solutions LLC September 2008 - Present
UBS Wealth Management July 2000 - August 2008
Paine Webber May 1994 - July 2000
Dean Witter Reynolds April 1984 - May 1994
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Management Consulting, Sales Management, Team Building, Management, Business Development
Education
Indiana University Bloomington 1966 — 1970
Business Administration and Management, General
Austin Peay State University
Computer Programming
Rich Retirement Solutions LLC September 2008 - Present
UBS Wealth Management July 2000 - August 2008
Paine Webber May 1994 - July 2000
Dean Witter Reynolds April 1984 - May 1994
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Management Consulting, Sales Management, Team Building, Management, Business Development
Education
Indiana University Bloomington 1966 — 1970
Business Administration and Management, General
Austin Peay State University
Computer Programming
Jacqui Coy Jacqui Coy's Dean Witter Reynolds Experience February 1982 - April 1986
Job Owner at Elite Financial Services Inc.
Industry Financial Services
Experience
Self-employed March 2006 - Present
Elite Financial Services Inc. January 1993 - Present
B.C. Christopher April 1986 - September 1992
Dean Witter Reynolds February 1982 - April 1986
Skills
Software Development, Strategic Planning, Project Management, Business Analysis, SQL, Business Intelligence, Change Management, IT Strategy, Integration, Finance
Education
University of Phoenix 2013 — 2016
Bachelors, Psychology
Longview Community College
Accounting, Mathematics and Computer Science
Self-employed March 2006 - Present
Elite Financial Services Inc. January 1993 - Present
B.C. Christopher April 1986 - September 1992
Dean Witter Reynolds February 1982 - April 1986
Skills
Software Development, Strategic Planning, Project Management, Business Analysis, SQL, Business Intelligence, Change Management, IT Strategy, Integration, Finance
Education
University of Phoenix 2013 — 2016
Bachelors, Psychology
Longview Community College
Accounting, Mathematics and Computer Science
Marianna Wu Marianna Wu's Dean Witter Reynolds Experience January 1995 - July 1995
Job MBA Student, St. Mary's College of California
Industry Marketing and Advertising
Experience
All Aviation Gear June 2000 - February 2002
U.S. Bank February 1999 - June 2000
Davis Selected Advisors November 1997 - February 1999
SunAmerica, Inc. / Resources Trust Company June 1996 - November 1997
Excitech Computers Limited July 1995 - June 1996
Dean Witter Reynolds January 1995 - July 1995
Skills
Marketing, International Marketing, International Business, Product Development, Marketing Strategy, Office Management, Relation Management, Relationship-building..., Sales, Microsoft Excel, Microsoft Office, Website Development, Finance, Investments, Series 6, Series 63
Education
Saint Mary's College of California 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
University of Colorado at Boulder 1990 — 1995
Bachelor of Science in Business Administration, International Business and Marketing
All Aviation Gear June 2000 - February 2002
U.S. Bank February 1999 - June 2000
Davis Selected Advisors November 1997 - February 1999
SunAmerica, Inc. / Resources Trust Company June 1996 - November 1997
Excitech Computers Limited July 1995 - June 1996
Dean Witter Reynolds January 1995 - July 1995
Skills
Marketing, International Marketing, International Business, Product Development, Marketing Strategy, Office Management, Relation Management, Relationship-building..., Sales, Microsoft Excel, Microsoft Office, Website Development, Finance, Investments, Series 6, Series 63
Education
Saint Mary's College of California 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
University of Colorado at Boulder 1990 — 1995
Bachelor of Science in Business Administration, International Business and Marketing
Henri Kalajian Henri Kalajian's Dean Witter Reynolds Experience January 1985 - December 1988
Job Global Program Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Citigroup June 2012 - June 2014
Thomson Reuters April 2009 - June 2012
BlackRock January 2007 - December 2008
JPMorgan December 1988 - December 2006
Dean Witter Reynolds January 1985 - December 1988
Skills
Business Intelligence, Outsourcing, Market Data, Project Management, IT Management, Software Deployment, Business Analysis, Fixed Income, Vendor Management, Investment Banking, Financial Services, Equities, IT Strategy, Capital Markets, Trading Systems, Risk Management, Portfolio Management, SDLC, Program Management, Asset Managment, Strategy, Product Management, PMO, Mergers & Acquisitions, Asset Management, Requirements Gathering, Project Portfolio..., Software Project..., Executive Management, Integration, Business Process..., Leadership, Management
Education
Stevens Institute of Technology 2007 — 2010
Masters, Technology Management
Pace University 1983 — 1987
BS, Computer Science/Mathematics
Morgan Stanley October 2014 - Present
Citigroup June 2012 - June 2014
Thomson Reuters April 2009 - June 2012
BlackRock January 2007 - December 2008
JPMorgan December 1988 - December 2006
Dean Witter Reynolds January 1985 - December 1988
Skills
Business Intelligence, Outsourcing, Market Data, Project Management, IT Management, Software Deployment, Business Analysis, Fixed Income, Vendor Management, Investment Banking, Financial Services, Equities, IT Strategy, Capital Markets, Trading Systems, Risk Management, Portfolio Management, SDLC, Program Management, Asset Managment, Strategy, Product Management, PMO, Mergers & Acquisitions, Asset Management, Requirements Gathering, Project Portfolio..., Software Project..., Executive Management, Integration, Business Process..., Leadership, Management
Education
Stevens Institute of Technology 2007 — 2010
Masters, Technology Management
Pace University 1983 — 1987
BS, Computer Science/Mathematics
Jeff Edelman Jeff Edelman's Dean Witter Reynolds Experience 1979 - 1986
Job Director of Retail and Consumer Products Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey 2009 - Present
UBS Investment Bank/Paine Webber 1998 - 2008
Deutsche Bank/CJ Lawrence 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Dean Witter Reynolds 1979 - 1986
Blyth Eastman Dillon 1975 - 1979
Jas. H. Ohiphant 1968 - 1975
Skills
Consumer Products, Risk Assessment, Strategic Forecasting, Growth Strategies, Advisory Work, Advisory Boards, Operational Due..., Analytical Review, P&L Forecasting, Competitive Analysis, Apparel, Asset Management, Cross-functional Team..., Due Diligence, Financial Analysis, Financial Modeling, Forecasting, Investments, Management, Mergers, New Business Development, Portfolio Management, Private Equity, Retail, Strategy
Education
Seton Hall University 1965 — 1967
MBA, Business
Penn State University 1960 — 1964
Batchelor of Science, Business/Accounting
McGladrey 2009 - Present
UBS Investment Bank/Paine Webber 1998 - 2008
Deutsche Bank/CJ Lawrence 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Dean Witter Reynolds 1979 - 1986
Blyth Eastman Dillon 1975 - 1979
Jas. H. Ohiphant 1968 - 1975
Skills
Consumer Products, Risk Assessment, Strategic Forecasting, Growth Strategies, Advisory Work, Advisory Boards, Operational Due..., Analytical Review, P&L Forecasting, Competitive Analysis, Apparel, Asset Management, Cross-functional Team..., Due Diligence, Financial Analysis, Financial Modeling, Forecasting, Investments, Management, Mergers, New Business Development, Portfolio Management, Private Equity, Retail, Strategy
Education
Seton Hall University 1965 — 1967
MBA, Business
Penn State University 1960 — 1964
Batchelor of Science, Business/Accounting
H Bliss Morris H Bliss Morris's Dean Witter Reynolds Experience 1990 - 1991
Job President at Nirvana Analytics, Asset Managment and Consulting Firm
Industry Investment Management
Experience
Nirvana Analytics April 2010 - Present
Information Systems Technology 1992 - 2004
Dean Witter Reynolds 1990 - 1991
Northwestern Mutual 1985 - 1990
Digital Equipment Corp 1983 - 1985
Xerox 1980 - 1983
Education
Oberlin College
Bachelor's Degree, Economics
Nirvana Analytics April 2010 - Present
Information Systems Technology 1992 - 2004
Dean Witter Reynolds 1990 - 1991
Northwestern Mutual 1985 - 1990
Digital Equipment Corp 1983 - 1985
Xerox 1980 - 1983
Education
Oberlin College
Bachelor's Degree, Economics
Patricia Whitney Patricia Whitney's Dean Witter Reynolds Experience April 1986 - October 1987
Job First Vice President Investments UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2009 - Present
Smith Barney August 1988 - February 2009
Prescott Ball & Turben October 1987 - August 1988
Dean Witter Reynolds April 1986 - October 1987
W.H. Brady Company June 1983 - April 1986
Skills
Wealth Management
Education
Marquette University 1979 — 1983
Bachelor of Science, Mangement Information Systems
Marian High School
UBS Financial Services February 2009 - Present
Smith Barney August 1988 - February 2009
Prescott Ball & Turben October 1987 - August 1988
Dean Witter Reynolds April 1986 - October 1987
W.H. Brady Company June 1983 - April 1986
Skills
Wealth Management
Education
Marquette University 1979 — 1983
Bachelor of Science, Mangement Information Systems
Marian High School
Jim Zeutzius Jim Zeutzius's Dean Witter Reynolds Experience March 1985 - March 1988
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2007 - Present
Smith Barney March 1988 - June 2007
Dean Witter Reynolds March 1985 - March 1988
Skills
Financial Advisory, Retirement Planning, Estate Investment..., Investment Planning, 401k Rollovers, Insurance, Investments, Retirement Savings
Education
San Diego State University-California State University 1982 — 1984
Bachelor's Degree, Business Management
Wells Fargo Advisors, LLC June 2007 - Present
Smith Barney March 1988 - June 2007
Dean Witter Reynolds March 1985 - March 1988
Skills
Financial Advisory, Retirement Planning, Estate Investment..., Investment Planning, 401k Rollovers, Insurance, Investments, Retirement Savings
Education
San Diego State University-California State University 1982 — 1984
Bachelor's Degree, Business Management
Geoffrey B. Thornton, GRI Geoffrey B. Thornton, GRI's Dean Witter Reynolds Experience January 1984 - February 1990
Job
Industry Real Estate
Experience
RE/MAX Allegiance November 2013 - Present
Geoffrey B. Thornton February 2013 - November 2013
The McCormick Group, Inc. January 2000 - February 2013
Weichert Real Estate 2007 - 2008
AXA Financial January 1992 - June 1999
Dean Witter Reynolds January 1984 - February 1990
Skills
Integration, Information Technology, DoD, Government, Business Development, Program Management, Executive Search, Technical Recruiting, SDLC, Security, Consulting, Strategy, Government Contracting, Cloud Computing, PMP, Management Consulting, Talent Management, Governance, Proposal Writing, ITIL, Leadership, College Recruiting, Security Clearance, Applicant Tracking..., Enterprise Architecture, Recruiting, Sales, Organizational..., Leadership Development, Sourcing, Contract Negotiation, Business Analysis, Change Management, New Business Development, Temporary Placement, Marketing, Strategic Planning, Contract Recruitment, Business Intelligence, Vendor Management, Business Strategy, Federal Government, Executive Management, Benefits Negotiation, Talent Acquisition, Computer Security, Enterprise Software, Start-ups, Business Process..., Process Improvement
Education
Howard University 1977 — 1982
B.S., Consumer Studies and Business Administration
Woodrow Wilson HS 1973 — 1975
RE/MAX Allegiance November 2013 - Present
Geoffrey B. Thornton February 2013 - November 2013
The McCormick Group, Inc. January 2000 - February 2013
Weichert Real Estate 2007 - 2008
AXA Financial January 1992 - June 1999
Dean Witter Reynolds January 1984 - February 1990
Skills
Integration, Information Technology, DoD, Government, Business Development, Program Management, Executive Search, Technical Recruiting, SDLC, Security, Consulting, Strategy, Government Contracting, Cloud Computing, PMP, Management Consulting, Talent Management, Governance, Proposal Writing, ITIL, Leadership, College Recruiting, Security Clearance, Applicant Tracking..., Enterprise Architecture, Recruiting, Sales, Organizational..., Leadership Development, Sourcing, Contract Negotiation, Business Analysis, Change Management, New Business Development, Temporary Placement, Marketing, Strategic Planning, Contract Recruitment, Business Intelligence, Vendor Management, Business Strategy, Federal Government, Executive Management, Benefits Negotiation, Talent Acquisition, Computer Security, Enterprise Software, Start-ups, Business Process..., Process Improvement
Education
Howard University 1977 — 1982
B.S., Consumer Studies and Business Administration
Woodrow Wilson HS 1973 — 1975
Melissa Dolber Grappone Melissa Dolber Grappone's Dean Witter Reynolds Experience February 1986 - May 1988
Job Vice President of Corporate Communications at American Portfolios
Industry Financial Services
Experience
American Portfolios October 2004 - Present
American Portfolios Financial Services, Inc. September 2001 - July 2004
Nathan & Lewis Securities June 1996 - September 2001
MFI Investments May 1993 - June 1996
First Data Corporation May 1988 - May 1993
Dean Witter Reynolds February 1986 - May 1988
Skills
Mutual Funds, Press Releases, Investments, Social Media, Social Media Marketing, Financial Communications, Blogging, Editing, Public Relations, Creative Writing, Report Writing, News Writing, Project Planning, Managerial, Customer Service, Marketing, Online Marketing, Corporate Communications, SEO, Social Networking, Strategic Planning, Management
Education
Hofstra University 1983 — 1986
MBA, Marketing
University of South Carolina-Columbia 1978 — 1982
Bachelor's Degree, Journalism
American Portfolios October 2004 - Present
American Portfolios Financial Services, Inc. September 2001 - July 2004
Nathan & Lewis Securities June 1996 - September 2001
MFI Investments May 1993 - June 1996
First Data Corporation May 1988 - May 1993
Dean Witter Reynolds February 1986 - May 1988
Skills
Mutual Funds, Press Releases, Investments, Social Media, Social Media Marketing, Financial Communications, Blogging, Editing, Public Relations, Creative Writing, Report Writing, News Writing, Project Planning, Managerial, Customer Service, Marketing, Online Marketing, Corporate Communications, SEO, Social Networking, Strategic Planning, Management
Education
Hofstra University 1983 — 1986
MBA, Marketing
University of South Carolina-Columbia 1978 — 1982
Bachelor's Degree, Journalism
Bob Yale Bob Yale's Dean Witter Reynolds Experience February 1985 - January 1987
Job Creative Director, Partner at Fireworks by Lukasser Yale
Industry Entertainment
Experience
Fireworks by Lukasser Yale January 2013 - Present
Pyro Engineering August 2001 - September 2006
Bay Fireworks December 1985 - September 2006
Dean Witter Reynolds February 1985 - January 1987
Skills
Entertainment, Television, Public Speaking, Social Media, Film, Event Planning, Video Production, Public Relations, Strategic Planning, Event Management, Marketing Strategy, Marketing, Social Media Marketing, Advertising, Music, Film Production, Video, Online Advertising, Editing, Budgets, Live Event Producer, Corporate Events, Fundraising, Live Events, Stage, Production Managment, Graphic Design, Festivals, Sponsorship, Stage Management, Copywriting, Music Production, Trade Shows
Education
Hofstra University 1984 — 1988
MBA
Fireworks by Lukasser Yale January 2013 - Present
Pyro Engineering August 2001 - September 2006
Bay Fireworks December 1985 - September 2006
Dean Witter Reynolds February 1985 - January 1987
Skills
Entertainment, Television, Public Speaking, Social Media, Film, Event Planning, Video Production, Public Relations, Strategic Planning, Event Management, Marketing Strategy, Marketing, Social Media Marketing, Advertising, Music, Film Production, Video, Online Advertising, Editing, Budgets, Live Event Producer, Corporate Events, Fundraising, Live Events, Stage, Production Managment, Graphic Design, Festivals, Sponsorship, Stage Management, Copywriting, Music Production, Trade Shows
Education
Hofstra University 1984 — 1988
MBA
Robert Loper Robert Loper's Dean Witter Reynolds Experience August 1985 - July 1987
Job IT Support Consultant at Madison Intermodal
Industry Information Technology and Services
Experience
Madison Intermodal January 2013 - Present
Information Systems Recruiting Inc. March 2006 - Present
Retail Store February 2006 - February 2008
JPMorgan Chase September 1998 - March 2007
Grumman Data Systems August 1987 - August 1998
Dean Witter Reynolds August 1985 - July 1987
Chemical Bank October 1980 - August 1985
ITT COURIER January 1978 - January 1980
Skills
Project management, Computer room and Call..., Team Leadership, SDLC, Computers, Telecommunications, Project Management, Relocation, Call Center, Program Management, Visio, Troubleshooting, Security, IT Management, Call Centers, MS Project, Process Improvement, Networking, Training, Management, Integration, Leadership, Technical Support, Databases, Disaster Recovery, Requirements Analysis, IT Strategy, Business Analysis, Data Center, SharePoint, Access, PMP, Software Project...
Education
Sylvania Technical School 1974 — 1975
Computer Technology, Computer repair
Suffolk County Community College
Medical Information Technology
Madison Intermodal January 2013 - Present
Information Systems Recruiting Inc. March 2006 - Present
Retail Store February 2006 - February 2008
JPMorgan Chase September 1998 - March 2007
Grumman Data Systems August 1987 - August 1998
Dean Witter Reynolds August 1985 - July 1987
Chemical Bank October 1980 - August 1985
ITT COURIER January 1978 - January 1980
Skills
Project management, Computer room and Call..., Team Leadership, SDLC, Computers, Telecommunications, Project Management, Relocation, Call Center, Program Management, Visio, Troubleshooting, Security, IT Management, Call Centers, MS Project, Process Improvement, Networking, Training, Management, Integration, Leadership, Technical Support, Databases, Disaster Recovery, Requirements Analysis, IT Strategy, Business Analysis, Data Center, SharePoint, Access, PMP, Software Project...
Education
Sylvania Technical School 1974 — 1975
Computer Technology, Computer repair
Suffolk County Community College
Medical Information Technology
David Grossi's Dean Witter Reynolds Experience 1997 - 1998
Job Director of Business Development & Operations | Strategic Planning | Project Management | Industry Partnerships
Industry Education Management
Experience
AVTECH Institute of Technology 2007 - Present
Various Contracts 2010 - 2013
BWC Management Group 2004 - 2007
Computer Insight Learning Center 2000 - 2004
Verizon 1998 - 2000
Dean Witter Reynolds 1997 - 1998
Hartz Mountain Corporation 1989 - 1997
Adronics/Elrob Manufacturing 1984 - 1989
Skills
Business Development, New Business Development, Project Management, Customer Service, Sales, Coaching, Program Management, Leadership, Market Planning, Sales Management, Selling, Strategic Planning, Training, Marketing, Strategy, Leadership Development, Public Speaking, Advertising, Vendor Management, Team Leadership, Project Planning, Management, Product Development, Account Management, Cold Calling, Interviews, Organizational..., Business Strategy, Cross-functional Team..., Change Management, Customer Relations, Entrepreneurship, Team Building, Recruiting, Business Analysis, CRM, Career Counseling, Business Planning, Consulting, Employee Relations, Management Consulting, Strategic Partnerships, Lead Generation, Mentoring, Salesforce.com, Event Planning, Trade Shows, Marketing Material..., Veterans, Military Liaison
Education
School of Visual Arts
Industrial Design Coursework
AVTECH Institute of Technology 2007 - Present
Various Contracts 2010 - 2013
BWC Management Group 2004 - 2007
Computer Insight Learning Center 2000 - 2004
Verizon 1998 - 2000
Dean Witter Reynolds 1997 - 1998
Hartz Mountain Corporation 1989 - 1997
Adronics/Elrob Manufacturing 1984 - 1989
Skills
Business Development, New Business Development, Project Management, Customer Service, Sales, Coaching, Program Management, Leadership, Market Planning, Sales Management, Selling, Strategic Planning, Training, Marketing, Strategy, Leadership Development, Public Speaking, Advertising, Vendor Management, Team Leadership, Project Planning, Management, Product Development, Account Management, Cold Calling, Interviews, Organizational..., Business Strategy, Cross-functional Team..., Change Management, Customer Relations, Entrepreneurship, Team Building, Recruiting, Business Analysis, CRM, Career Counseling, Business Planning, Consulting, Employee Relations, Management Consulting, Strategic Partnerships, Lead Generation, Mentoring, Salesforce.com, Event Planning, Trade Shows, Marketing Material..., Veterans, Military Liaison
Education
School of Visual Arts
Industrial Design Coursework
Nina Lipton Nina Lipton's Dean Witter Reynolds Experience 1984 - 1989
Job Business Strategist | Thought Leader | Management Consultant |
Industry Management Consulting
Experience
N-Squared 2003 - Present
Community Volunteer 1999 - Present
Erskine Bowles for US Senate 2002 - 2002
Aztec Management Company 1995 - 2001
Platinum Guild International (USA) 1989 - 1994
Dean Witter Reynolds 1984 - 1989
National Economic Research Associates (NERA) 1983 - 1984
Skills
Strategic Planning, Nonprofits, Fundraising, Management Consulting, Program Management, Project Management, Public Speaking, Public Relations, Research, Business Strategy, Leadership, Community Outreach, Strategy, Non-profits, Problem Solving, Marketing, Volunteer Management, Land Use Planning, Budgets, Policy Analysis, Business Analysis, New Business Development, Change Management
Education
The London School of Economics and Political Science (LSE) 1981 — 1982
MSc. (candidate), International Monetary Economics
Wellesley College 1977 — 1981
Bachelor’s Degree, Economics
N-Squared 2003 - Present
Community Volunteer 1999 - Present
Erskine Bowles for US Senate 2002 - 2002
Aztec Management Company 1995 - 2001
Platinum Guild International (USA) 1989 - 1994
Dean Witter Reynolds 1984 - 1989
National Economic Research Associates (NERA) 1983 - 1984
Skills
Strategic Planning, Nonprofits, Fundraising, Management Consulting, Program Management, Project Management, Public Speaking, Public Relations, Research, Business Strategy, Leadership, Community Outreach, Strategy, Non-profits, Problem Solving, Marketing, Volunteer Management, Land Use Planning, Budgets, Policy Analysis, Business Analysis, New Business Development, Change Management
Education
The London School of Economics and Political Science (LSE) 1981 — 1982
MSc. (candidate), International Monetary Economics
Wellesley College 1977 — 1981
Bachelor’s Degree, Economics
Calvin T. Hull, Jr Calvin T. Hull, Jr's Dean Witter Reynolds Experience April 1981 - August 1983
Job Executive Vice President at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle October 2004 - Present
Billingsley Company October 2002 - September 2004
Cushman & Wakefield July 1989 - September 2002
Applegate & Co. April 1988 - July 1989
Arcus Development September 1986 - April 1988
Warwick Development March 1985 - September 1986
Paine Webber August 1983 - March 1985
Dean Witter Reynolds April 1981 - August 1983
Skills
Leases, Disposition, Location Intelligence, Real Estate, Investment Properties, Real Estate Economics, Corporate Real Estate, Real Estate Development, Brokerage, Tenant Representation, Contract Negotiation, Lease Negotiations, Tenant, Real Estate Transactions, Lease Administration, Landlords, Commercial Real Estate, CCIM, SIOR, Office Brokerage, Commercial Real Estate..., Real Estate Advisory..., Land Acquisition, Acquisitions, Asset Management, Shopping Centers, Property Management, Commercial Leasing, Entitlements, Investments, Real Estate Financing, International Real..., Real Estate Private..., Appraisals, Tenant Improvement, Due Diligence, Property, Apartments, Facilities Management, Investment Sales, Commercial Real Estate..., Transaction Management, Valuation, Yardi, Move Management, Industrial Real Estate, Feasibility Studies, Commercial Real Estate..., Land Development, Investors
Education
University of Mississippi 1979 — 1980
Post Graduate Studies - Business, Law and Real Estate
Mississippi State University 1975 — 1979
Bachelor of Science, Business Administration
St. Andrew's Episcopal High School 1973 — 1975
College Preparatory
Jones Lang LaSalle October 2004 - Present
Billingsley Company October 2002 - September 2004
Cushman & Wakefield July 1989 - September 2002
Applegate & Co. April 1988 - July 1989
Arcus Development September 1986 - April 1988
Warwick Development March 1985 - September 1986
Paine Webber August 1983 - March 1985
Dean Witter Reynolds April 1981 - August 1983
Skills
Leases, Disposition, Location Intelligence, Real Estate, Investment Properties, Real Estate Economics, Corporate Real Estate, Real Estate Development, Brokerage, Tenant Representation, Contract Negotiation, Lease Negotiations, Tenant, Real Estate Transactions, Lease Administration, Landlords, Commercial Real Estate, CCIM, SIOR, Office Brokerage, Commercial Real Estate..., Real Estate Advisory..., Land Acquisition, Acquisitions, Asset Management, Shopping Centers, Property Management, Commercial Leasing, Entitlements, Investments, Real Estate Financing, International Real..., Real Estate Private..., Appraisals, Tenant Improvement, Due Diligence, Property, Apartments, Facilities Management, Investment Sales, Commercial Real Estate..., Transaction Management, Valuation, Yardi, Move Management, Industrial Real Estate, Feasibility Studies, Commercial Real Estate..., Land Development, Investors
Education
University of Mississippi 1979 — 1980
Post Graduate Studies - Business, Law and Real Estate
Mississippi State University 1975 — 1979
Bachelor of Science, Business Administration
St. Andrew's Episcopal High School 1973 — 1975
College Preparatory
Bob Karstens Bob Karstens's Dean Witter Reynolds Experience 1993 - 1994
Job Creative Director at Milestone Media
Industry Media Production
Experience
Milestone Media January 2015 - Present
JMJ Associates January 2012 - December 2014
JMJ Associates LLC August 2004 - January 2012
WisdomTools, Inc January 1996 - April 2005
KVUE-TV, Austin TX January 1994 - January 1996
Dean Witter Reynolds 1993 - 1994
KCOY-TV, Santa Maria CA 1990 - 1993
WBZ-TV 1988 - 1989
KTBC-TV 1985 - 1988
CBC 1980 - 1985
Skills
Leadership Development, Supervising, Coaching, Business Coaching, Program Management, Training, Team Building, Executive Coaching, Change Management, Organizational..., Workshop Facilitation, Public Speaking, Training Delivery, Management Consulting, Consulting, Executive Development, Performance Management, Instructional Design, Culture Change, Business Transformation, Organizational..., Entrepreneurship, Leadership, Management Development, Organizational Design, Emotional Intelligence, Management, Process Improvement, Personal Development, Performance Improvement, MBTI
Education
Michigan State University 1964 — 1968
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Cape Cod Institute 1997 — 1999
Consulting skills
Universite d'Aix en Provence 1966 — 1967
Université d'Aix, Francais
York High School 1960 — 1964
Straight through to 12th grade!
Milestone Media January 2015 - Present
JMJ Associates January 2012 - December 2014
JMJ Associates LLC August 2004 - January 2012
WisdomTools, Inc January 1996 - April 2005
KVUE-TV, Austin TX January 1994 - January 1996
Dean Witter Reynolds 1993 - 1994
KCOY-TV, Santa Maria CA 1990 - 1993
WBZ-TV 1988 - 1989
KTBC-TV 1985 - 1988
CBC 1980 - 1985
Skills
Leadership Development, Supervising, Coaching, Business Coaching, Program Management, Training, Team Building, Executive Coaching, Change Management, Organizational..., Workshop Facilitation, Public Speaking, Training Delivery, Management Consulting, Consulting, Executive Development, Performance Management, Instructional Design, Culture Change, Business Transformation, Organizational..., Entrepreneurship, Leadership, Management Development, Organizational Design, Emotional Intelligence, Management, Process Improvement, Personal Development, Performance Improvement, MBTI
Education
Michigan State University 1964 — 1968
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Cape Cod Institute 1997 — 1999
Consulting skills
Universite d'Aix en Provence 1966 — 1967
Université d'Aix, Francais
York High School 1960 — 1964
Straight through to 12th grade!
Tim McGowan Tim McGowan's Dean Witter Reynolds Experience 1993 - 1995
Job Vice President, Relationship Management Fidelity FundsNetwork
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
State Street July 2007 - January 2013
Harbor Energy Partners 2013 - 2013
Investors Bank and Trust (acquired by State Street Corp.) March 2000 - July 2007
Funds Distributor, Inc. 1997 - 2000
Merrill Lynch 1995 - 1996
Dean Witter Reynolds 1993 - 1995
Skills
Mutual Funds, Investments, Relationship Management, ETFs, Securities, Financial Services, Finance, Fixed Income, Hedge Funds, Equities, CRM, Alternative Investments, Trading, Strategy, New Business Development, Account Management, Project Management, Customer Satisfaction, Investment Management, Asset Management, Strategic Account..., Leadership, Management, Customer Service, Customer Retention
Education
Nichols College 1988 — 1992
Bachelor of Science (BS), Finance
Fidelity Investments February 2014 - Present
State Street July 2007 - January 2013
Harbor Energy Partners 2013 - 2013
Investors Bank and Trust (acquired by State Street Corp.) March 2000 - July 2007
Funds Distributor, Inc. 1997 - 2000
Merrill Lynch 1995 - 1996
Dean Witter Reynolds 1993 - 1995
Skills
Mutual Funds, Investments, Relationship Management, ETFs, Securities, Financial Services, Finance, Fixed Income, Hedge Funds, Equities, CRM, Alternative Investments, Trading, Strategy, New Business Development, Account Management, Project Management, Customer Satisfaction, Investment Management, Asset Management, Strategic Account..., Leadership, Management, Customer Service, Customer Retention
Education
Nichols College 1988 — 1992
Bachelor of Science (BS), Finance
James E. Morris James E. Morris's Dean Witter Reynolds Experience 1992 - 1994
Job Vice President, Relationship Manager Portfolio Management
Industry Financial Services
Experience
Glenmede Trust Company September 2013 - Present
Deutsche Bank Securities 1998 - 2012
NatWest Markets 1997 - 1998
PNC Equity Advisors 1995 - 1997
PNC Investment Management and Research 1994 - 1995
Dean Witter Reynolds 1992 - 1994
Prudential 1991 - 1992
Skills
Equities, Institutional Sales, Capital Markets, Investments, Portfolio Management, Asset Management, Relationship Management, Series 7, Series 63, Equity Research, Exceptional..., Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Valuation, Alternative Investments
Education
Providence College 1987 — 1991
Bachelor of Science (B.S.), Finance
Salesianum High School 1983 — 1987
Glenmede Trust Company September 2013 - Present
Deutsche Bank Securities 1998 - 2012
NatWest Markets 1997 - 1998
PNC Equity Advisors 1995 - 1997
PNC Investment Management and Research 1994 - 1995
Dean Witter Reynolds 1992 - 1994
Prudential 1991 - 1992
Skills
Equities, Institutional Sales, Capital Markets, Investments, Portfolio Management, Asset Management, Relationship Management, Series 7, Series 63, Equity Research, Exceptional..., Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Valuation, Alternative Investments
Education
Providence College 1987 — 1991
Bachelor of Science (B.S.), Finance
Salesianum High School 1983 — 1987
Patrick Clark Patrick Clark's Dean Witter Reynolds Experience January 1993 - January 1994
Job Partner at Attleboro Wealth Management
Industry Investment Management
Experience
Attleboro Wealth Management (formerly MJ Byelich & Associates) December 2011 - Present
Lower Bucks Family YMCA January 2003 - Present
Corestates Capital Advisors February 2008 - July 2011
Divi-Vest Advisors January 1996 - January 2008
Bryn Mawr Investment Group January 1994 - January 1996
Dean Witter Reynolds January 1993 - January 1994
Skills
Asset Allocation, Mutual Funds, Investments, Equities, Portfolio Management, Financial Advisory, Strategic Financial..., Pension Funds, Institutional..., Alternative Investments, Bonds, Investment Strategies, Investment Advisory, Wealth Management, Funding, Risk Management, Investment Management, Finance, Securities, Relationship Management, Wealth, ETFs, Wealth Management..., Defined Benefit, Taft-Hartley, Investment Policy, High Net Worth..., Manager Selection, Investment Advisory..., 401k, Endowment Funds, Fiduciary Services, Fiduciary Management, Fiduciary, Charitable Trusts, Trust Management, Trustee, Financial Markets, Endowments, Captives, Retirement, Separately Managed..., Investment Policy..., Captive Insurance, Public Pension, Institutional Investors, Spending Policy, Tax Exempt Funds, Reserve Funds, Trusted Advisor
Education
Manhattanville College 1989 — 1993
BA, Finance, History
Holy Ghost Prep 1985 — 1989
Attleboro Wealth Management (formerly MJ Byelich & Associates) December 2011 - Present
Lower Bucks Family YMCA January 2003 - Present
Corestates Capital Advisors February 2008 - July 2011
Divi-Vest Advisors January 1996 - January 2008
Bryn Mawr Investment Group January 1994 - January 1996
Dean Witter Reynolds January 1993 - January 1994
Skills
Asset Allocation, Mutual Funds, Investments, Equities, Portfolio Management, Financial Advisory, Strategic Financial..., Pension Funds, Institutional..., Alternative Investments, Bonds, Investment Strategies, Investment Advisory, Wealth Management, Funding, Risk Management, Investment Management, Finance, Securities, Relationship Management, Wealth, ETFs, Wealth Management..., Defined Benefit, Taft-Hartley, Investment Policy, High Net Worth..., Manager Selection, Investment Advisory..., 401k, Endowment Funds, Fiduciary Services, Fiduciary Management, Fiduciary, Charitable Trusts, Trust Management, Trustee, Financial Markets, Endowments, Captives, Retirement, Separately Managed..., Investment Policy..., Captive Insurance, Public Pension, Institutional Investors, Spending Policy, Tax Exempt Funds, Reserve Funds, Trusted Advisor
Education
Manhattanville College 1989 — 1993
BA, Finance, History
Holy Ghost Prep 1985 — 1989
Joe Dolan Joe Dolan's Dean Witter Reynolds Experience 1992 - 1994
Job Partner at kasina
Industry Financial Services
Experience
kasina May 2012 - Present
Legg Mason 1997 - August 2011
Kemper Unit Investment Trusts 1995 - 1997
Citicorp Investment Services 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Dreyfus 1988 - 1992
Skills
Mutual Funds, Managed Accounts, Closed-end Funds, Series 24, Distribution Consulting, Sales Management, Strategic Planning, Compensation Structure..., Managing Accounts, Alternative Investments, Asset Management, Compensation Structures, Equities, Financial Advisory, Financial Services, Investment Management, Investments, Risk Management, Sales, Securities, Separately Managed..., Series 7, Strategy, Wealth Management
Education
Hofstra University 1989 — 1992
BS, Applied Economics
kasina May 2012 - Present
Legg Mason 1997 - August 2011
Kemper Unit Investment Trusts 1995 - 1997
Citicorp Investment Services 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Dreyfus 1988 - 1992
Skills
Mutual Funds, Managed Accounts, Closed-end Funds, Series 24, Distribution Consulting, Sales Management, Strategic Planning, Compensation Structure..., Managing Accounts, Alternative Investments, Asset Management, Compensation Structures, Equities, Financial Advisory, Financial Services, Investment Management, Investments, Risk Management, Sales, Securities, Separately Managed..., Series 7, Strategy, Wealth Management
Education
Hofstra University 1989 — 1992
BS, Applied Economics
Lawrence Scheer's Dean Witter Reynolds Experience 1987 - 1994
Job Institutional Sales at DuncanWilliams Inc
Industry Financial Services
Experience
Duncan-Williams Inc 2008 - Present
Advest, Inc. 1998 - 2005
Dean Witter Reynolds 1987 - 1994
Tucker Anthony and RLDay 1982 - 1987
LF. Rothschid 1977 - 1980
Skills
Bonds, Fixed Income, Credit Analysis, Series 63, Series 7, Institutional Sales, Trading, Capital Markets, Securities, Bloomberg, Equities, FINRA
Education
Hobart College
Hofstra University
Duncan-Williams Inc 2008 - Present
Advest, Inc. 1998 - 2005
Dean Witter Reynolds 1987 - 1994
Tucker Anthony and RLDay 1982 - 1987
LF. Rothschid 1977 - 1980
Skills
Bonds, Fixed Income, Credit Analysis, Series 63, Series 7, Institutional Sales, Trading, Capital Markets, Securities, Bloomberg, Equities, FINRA
Education
Hobart College
Hofstra University
Bruce Poignant Bruce Poignant's Dean Witter Reynolds Experience 1986 - 1989
Job Senior Consultant, Principal at Donohoe Advisory
Industry Financial Services
Experience
Donohoe Advisory September 2014 - Present
Intercontinental Exchange / NYSE 2008 - September 2014
American Stock Exchange 1989 - 2008
Dean Witter Reynolds 1986 - 1989
Skills
Equities, Due Diligence, Business Development, Securities, Capital Markets, Management, Financial Services, Marketing, Series 7, Corporate Governance, Alternative Investments, Customer Service, Derivatives
Education
Pace University 1995 — 1998
Masters Degree, Public Administration
Montclair State University 1981 — 1985
Bachelor of Science (B.S.)
Donohoe Advisory September 2014 - Present
Intercontinental Exchange / NYSE 2008 - September 2014
American Stock Exchange 1989 - 2008
Dean Witter Reynolds 1986 - 1989
Skills
Equities, Due Diligence, Business Development, Securities, Capital Markets, Management, Financial Services, Marketing, Series 7, Corporate Governance, Alternative Investments, Customer Service, Derivatives
Education
Pace University 1995 — 1998
Masters Degree, Public Administration
Montclair State University 1981 — 1985
Bachelor of Science (B.S.)
Jerry Gidel Jerry Gidel's Dean Witter Reynolds Experience February 1992 - November 1998
Job Chief Feed Grain Analyst at Rice Dairy
Industry Investment Management
Experience
Rice Dairy February 2012 - Present
North America Risk Management Services April 2003 - February 2012
Dean Witter Reynolds February 1992 - November 1998
Skills
Commodities, Alternative Investments, Derivatives, Technical Analysis, Financial Markets, Grains, Risk Management, Economics, Commodity, Agriculture, Options Strategies, Commodity Risk..., Hedge Funds, Quantitative Analytics, Grain, Currency, Volatility, FX trading, Trading Systems, FX Options, Options, Trading Strategies, Equities, Commodity Markets, Swaps, Trading, Fixed Income, Futures Trading, Capital Markets, Soft Commodities, Hedging, Agribusiness, Quantitative Investing, Portfolio Management, Bloomberg, Proprietary Trading, Electronic Trading
Education
Iowa State University 1974 — 1977
Graduate work, Agricultural Economics
Iowa State University 1968 — 1972
BS, Ag. Business - Marketing
Rice Dairy February 2012 - Present
North America Risk Management Services April 2003 - February 2012
Dean Witter Reynolds February 1992 - November 1998
Skills
Commodities, Alternative Investments, Derivatives, Technical Analysis, Financial Markets, Grains, Risk Management, Economics, Commodity, Agriculture, Options Strategies, Commodity Risk..., Hedge Funds, Quantitative Analytics, Grain, Currency, Volatility, FX trading, Trading Systems, FX Options, Options, Trading Strategies, Equities, Commodity Markets, Swaps, Trading, Fixed Income, Futures Trading, Capital Markets, Soft Commodities, Hedging, Agribusiness, Quantitative Investing, Portfolio Management, Bloomberg, Proprietary Trading, Electronic Trading
Education
Iowa State University 1974 — 1977
Graduate work, Agricultural Economics
Iowa State University 1968 — 1972
BS, Ag. Business - Marketing
Phil Roth Phil Roth's Dean Witter Reynolds Experience 1989 - 1994
Job Adjunct Professor of Technical Analysis at Fordham University
Industry Financial Services
Experience
MTAEF 2005 - Present
Fordham University September 2002 - Present
MTA 1975 - Present
Miller Tabak + Co. February 2002 - April 2012
Morgan Stanley 1994 - 2002
Dean Witter Reynolds 1989 - 1994
EF Hutton 1979 - 1988
Education
Rutgers University-New Brunswick 2014 — 2015
Master’s Degree, Economics
University of Notre Dame 1961 — 1965
BA, Economics
MTAEF 2005 - Present
Fordham University September 2002 - Present
MTA 1975 - Present
Miller Tabak + Co. February 2002 - April 2012
Morgan Stanley 1994 - 2002
Dean Witter Reynolds 1989 - 1994
EF Hutton 1979 - 1988
Education
Rutgers University-New Brunswick 2014 — 2015
Master’s Degree, Economics
University of Notre Dame 1961 — 1965
BA, Economics
Barry Basten Barry Basten's Dean Witter Reynolds Experience 1982 - 1998
Job Assistant to Project at Edsal Manufacturing Co., Inc.
Industry Financial Services
Experience
Edsal Manufacturing Co., Inc. January 2013 - Present
Private Consulting February 2006 - Present
U.S. Dept. of Commerce May 2010 - August 2010
Merrill Lynch 2003 - 2006
Carr Futures 1998 - 2002
Dean Witter Reynolds 1982 - 1998
Skills
Commodity, Trading, Back Office, Options, Commodity Markets, CompTIA A+ Certification, CompTIA Network+..., MCITP Pending, Derivatives, Financial Markets, Trading Systems, Fixed Income, Risk Management, Equity Derivatives, Management, Financial Services
Education
Microtrain Technologies 2012 — 2012
CompTIA A+ and Network+ Certifications, MCITP Courses
Northern Illinois University 1974 — 1978
B.S., Major Finance, Minor Economics
Edsal Manufacturing Co., Inc. January 2013 - Present
Private Consulting February 2006 - Present
U.S. Dept. of Commerce May 2010 - August 2010
Merrill Lynch 2003 - 2006
Carr Futures 1998 - 2002
Dean Witter Reynolds 1982 - 1998
Skills
Commodity, Trading, Back Office, Options, Commodity Markets, CompTIA A+ Certification, CompTIA Network+..., MCITP Pending, Derivatives, Financial Markets, Trading Systems, Fixed Income, Risk Management, Equity Derivatives, Management, Financial Services
Education
Microtrain Technologies 2012 — 2012
CompTIA A+ and Network+ Certifications, MCITP Courses
Northern Illinois University 1974 — 1978
B.S., Major Finance, Minor Economics
Charles Uehrke Charles Uehrke's Dean Witter Reynolds Experience 1976 - 1977
Job Project Director at Huntsman Architectural Group
Industry Architecture & Planning
Experience
Huntsman Architectural Group November 2008 - Present
IA, Interior Architects, Inc. 1991 - 2008
Gensler-New York/ San Francisco August 1988 - September 1991
Flansburgh Architects September 1986 - July 1988
ISD, Inc September 1984 - September 1986
3D International October 1981 - October 1984
Gensler October 1977 - October 1981
Dean Witter Reynolds 1976 - 1977
Skills
Interior Architecture, Space-planning, Furniture, FF&E, Interior Design, Design Research, Submittals, Space planning, Retail Design, LEED, LEED AP, Residential Homes, Residential Design, Sustainable Design
Education
San Jose State University 1973 — 1976
B.S., Interior Design
Escola Americana of Rio de Janeiro 1965 — 1968
Huntsman Architectural Group November 2008 - Present
IA, Interior Architects, Inc. 1991 - 2008
Gensler-New York/ San Francisco August 1988 - September 1991
Flansburgh Architects September 1986 - July 1988
ISD, Inc September 1984 - September 1986
3D International October 1981 - October 1984
Gensler October 1977 - October 1981
Dean Witter Reynolds 1976 - 1977
Skills
Interior Architecture, Space-planning, Furniture, FF&E, Interior Design, Design Research, Submittals, Space planning, Retail Design, LEED, LEED AP, Residential Homes, Residential Design, Sustainable Design
Education
San Jose State University 1973 — 1976
B.S., Interior Design
Escola Americana of Rio de Janeiro 1965 — 1968
Jeff Means Jeff Means's Dean Witter Reynolds Experience October 1995 - September 1996
Job Owner/President at MEANS Enterprises, Inc.
Industry Telecommunications
Experience
MEANS Enterprises, Inc. September 1996 - Present
Dean Witter-Reynolds October 1995 - September 1996
Skills
Telecommunications, Co-location, VoIP, Wireless, SIP Trunking, Telephony, Unified Communications, Start-ups, Sales Management, Managed Services, MPLS, Direct Sales, Solution Selling, IP, New Business Development, SIP, Ethernet, T1, Sales, WAN, Broadband, Cloud Computing
Education
Spokane Falls Community College 1981 — 1983
AA
MEANS Enterprises, Inc. September 1996 - Present
Dean Witter-Reynolds October 1995 - September 1996
Skills
Telecommunications, Co-location, VoIP, Wireless, SIP Trunking, Telephony, Unified Communications, Start-ups, Sales Management, Managed Services, MPLS, Direct Sales, Solution Selling, IP, New Business Development, SIP, Ethernet, T1, Sales, WAN, Broadband, Cloud Computing
Education
Spokane Falls Community College 1981 — 1983
AA
Edward Finocchiaro Edward Finocchiaro's Dean Witter Reynolds Experience 1984 - 1991
Job Managing Partner/Regional Director at MultiFunds, LLC
Industry Financial Services
Experience
Multi-Funds, LLC March 2010 - Present
DrivingAlpha, LLC March 2010 - Present
Wells Fargo Advantage Funds May 2006 - January 2010
J&W Seligman October 1997 - November 2005
Tucker Anthony 1995 - 1997
Prudential Securities 1991 - 1993
Dean Witter Reynolds 1984 - 1991
Milwaukee Admirals Hockey Club 1981 - 1983
Skills
Partner Relationship..., Territory Planning, Presentation Development, Alternative Investments, Asset Allocation, Customer Relations, Practice Management, Mutual Funds, Institutional, Portfolio Management, Consultative Selling, Wealth Management, Sales Operations, Selling, Customer Service, Asset Managment, Asset Management, Investments, Financial Markets, Securities, Partner Management, Financial Services, Fixed Income, Relationship Management, Hedge Funds, Sales, Investment Advisory, Series 63, Retirement Planning, Investment Strategies, Financial Advisory, Series 7, Finance, ETFs, Separately Managed..., Retirement, Series 24, Uniform Combined State..., Fixed Annuities
Education
Marquette University 1974 — 1981
BA, Journalism, Political Science
Boston College High School
Braintree Public Schools
Multi-Funds, LLC March 2010 - Present
DrivingAlpha, LLC March 2010 - Present
Wells Fargo Advantage Funds May 2006 - January 2010
J&W Seligman October 1997 - November 2005
Tucker Anthony 1995 - 1997
Prudential Securities 1991 - 1993
Dean Witter Reynolds 1984 - 1991
Milwaukee Admirals Hockey Club 1981 - 1983
Skills
Partner Relationship..., Territory Planning, Presentation Development, Alternative Investments, Asset Allocation, Customer Relations, Practice Management, Mutual Funds, Institutional, Portfolio Management, Consultative Selling, Wealth Management, Sales Operations, Selling, Customer Service, Asset Managment, Asset Management, Investments, Financial Markets, Securities, Partner Management, Financial Services, Fixed Income, Relationship Management, Hedge Funds, Sales, Investment Advisory, Series 63, Retirement Planning, Investment Strategies, Financial Advisory, Series 7, Finance, ETFs, Separately Managed..., Retirement, Series 24, Uniform Combined State..., Fixed Annuities
Education
Marquette University 1974 — 1981
BA, Journalism, Political Science
Boston College High School
Braintree Public Schools
Timothy VanDerMeid Timothy VanDerMeid's Dean Witter Reynolds Experience 1986 - 1987
Job Vice President at Your Money Matters
Industry Financial Services
Experience
Your Money Matters August 2008 - Present
Clarity Customer Management January 2007 - May 2007
Cisco Program May 2000 - June 2006
New Horizon Computer Learning Center 1998 - 1999
Dean Witter Reynolds 1986 - 1987
The Equitable Life 1975 - 1982
Education
Rochester Institute of Technology 1991 — 1993
MBA, Finance
Kent State University 1970 — 1974
BA, Philosophy
Brighton High School 1966 — 1970
regents, general
Your Money Matters August 2008 - Present
Clarity Customer Management January 2007 - May 2007
Cisco Program May 2000 - June 2006
New Horizon Computer Learning Center 1998 - 1999
Dean Witter Reynolds 1986 - 1987
The Equitable Life 1975 - 1982
Education
Rochester Institute of Technology 1991 — 1993
MBA, Finance
Kent State University 1970 — 1974
BA, Philosophy
Brighton High School 1966 — 1970
regents, general
Angelo Manganiello's Dean Witter Reynolds Experience September 1992 - November 1994
Job Associate Claims Service Adjuster at Allstate
Industry Insurance
Experience
Allstate April 2015 - Present
New Dimension Inc. January 2015 - April 2015
AIG December 2002 - June 2013
Enterprise Rent-A-Car November 1996 - November 2002
Brooklyn Borough Presidents Office September 1994 - November 1996
Dean Witter Reynolds September 1992 - November 1994
Skills
Underwriting, Casualty, Property & Casualty..., Reinsurance, Commercial Insurance, Liability, Commercial Lines, General Insurance, Legal Liability, D&O, Employment Practices..., Professional Liability, Insurance, Directors & Officers..., Excess, Brokers, Fiduciary, Claim, Risk Management, Workers Compensation, Claims Management, Product Liability, Financial Risk, Umbrella Insurance, Insurance Brokerage, Health Insurance, Liability Analysis, Property Damage, Inland Marine, Captives, Indemnity, CPCU, Financial Institutions, Subrogation, Excess & Surplus Lines, Property Claims, Environmental Insurance, Construction Insurance, E&O, Insurance Law, Accident, Automobile Liability, Employee Benefits, Surety Bonds, Licensed Property &..., Errors & Omissions, Miscellaneous..., Casualty Insurance
Education
St. Francis College 1992 — 1996
Bachelor's Degree, Social Studies
LaSalle Academy 1988 — 1991
High School Diploma
Allstate April 2015 - Present
New Dimension Inc. January 2015 - April 2015
AIG December 2002 - June 2013
Enterprise Rent-A-Car November 1996 - November 2002
Brooklyn Borough Presidents Office September 1994 - November 1996
Dean Witter Reynolds September 1992 - November 1994
Skills
Underwriting, Casualty, Property & Casualty..., Reinsurance, Commercial Insurance, Liability, Commercial Lines, General Insurance, Legal Liability, D&O, Employment Practices..., Professional Liability, Insurance, Directors & Officers..., Excess, Brokers, Fiduciary, Claim, Risk Management, Workers Compensation, Claims Management, Product Liability, Financial Risk, Umbrella Insurance, Insurance Brokerage, Health Insurance, Liability Analysis, Property Damage, Inland Marine, Captives, Indemnity, CPCU, Financial Institutions, Subrogation, Excess & Surplus Lines, Property Claims, Environmental Insurance, Construction Insurance, E&O, Insurance Law, Accident, Automobile Liability, Employee Benefits, Surety Bonds, Licensed Property &..., Errors & Omissions, Miscellaneous..., Casualty Insurance
Education
St. Francis College 1992 — 1996
Bachelor's Degree, Social Studies
LaSalle Academy 1988 — 1991
High School Diploma
Kelly Haskins Kelly Haskins's Dean Witter Reynolds Experience 1986 - 1989
Job SVP, Director of Community Banking Projects & Chief of Staff to CB EVP
Industry Financial Services
Experience
Webster Bank January 2012 - Present
LPL Financial 2007 - December 2011
EMC 2010 - 2010
Webster Bank 1998 - 2007
Webster Financial Corporation 1996 - 1998
Old Kent Financial Corporation 1992 - 1996
G.T. Capital Management 1989 - 1992
Dean Witter Reynolds 1986 - 1989
Skills
Banking, Business Process..., CRM, FINRA, Financial Services, Investments, Leadership, Management, Mergers, Portfolio Management, Program Management, Strategic Financial..., Outsourcing, Finance, Financial Analysis, Financial Planning, Insurance, Loans, Process Improvement, Risk Management
Education
The University of Connecticut School of Business 2001 — 2002
Executive Masters Program, Business
University of Connecticut 1982 — 1986
BA Honors, Economics
Webster Bank January 2012 - Present
LPL Financial 2007 - December 2011
EMC 2010 - 2010
Webster Bank 1998 - 2007
Webster Financial Corporation 1996 - 1998
Old Kent Financial Corporation 1992 - 1996
G.T. Capital Management 1989 - 1992
Dean Witter Reynolds 1986 - 1989
Skills
Banking, Business Process..., CRM, FINRA, Financial Services, Investments, Leadership, Management, Mergers, Portfolio Management, Program Management, Strategic Financial..., Outsourcing, Finance, Financial Analysis, Financial Planning, Insurance, Loans, Process Improvement, Risk Management
Education
The University of Connecticut School of Business 2001 — 2002
Executive Masters Program, Business
University of Connecticut 1982 — 1986
BA Honors, Economics
Janine Slattery Janine Slattery's Dean Witter Reynolds Experience July 1985 - September 1995
Job Executive Director, Compliance Director at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. July 2011 - Present
Financial Industry Regulatory Authority September 1996 - July 2011
Dean Witter Reynolds July 1985 - September 1995
Education
St. John's University 1991 — 1995
Doctor of Law (JD), Law
Mount Saint Mary's College
Bachelor of Arts (BA)
JPMorgan Chase Bank, N.A. July 2011 - Present
Financial Industry Regulatory Authority September 1996 - July 2011
Dean Witter Reynolds July 1985 - September 1995
Education
St. John's University 1991 — 1995
Doctor of Law (JD), Law
Mount Saint Mary's College
Bachelor of Arts (BA)
Brian W. Kurtz Brian W. Kurtz's Dean Witter Reynolds Experience January 1994 - September 1996
Job Director Branch Manager at Robert W. Baird & Co. ClevelandColumbusDayton
Industry Financial Services
Experience
Robert W. Baird & Co. July 2001 - Present
McDonald & Company Securities September 1996 - July 2001
Dean Witter Reynolds January 1994 - September 1996
Merrill Lynch November 1990 - January 1994
Skills
Finance, Alternative Investments, Wealth Management, Financial Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, FINRA, Contract Negotiation, Investment Advisory, Securities, Series 63, Sales Management, Financial Services, Account Management, Strategic Planning, Series 7, Asset Management, Portfolio Management, New Business Development, Negotiation, Equities, Strategic Financial..., Uniform Combined State..., Wealth Management..., Investment Management, Investment Banking, Financial Analysis
Education
John Carroll University 1989 — 1993
BSBA, Finance
John Carroll University 1989 — 1993
Finance, General
Robert W. Baird & Co. July 2001 - Present
McDonald & Company Securities September 1996 - July 2001
Dean Witter Reynolds January 1994 - September 1996
Merrill Lynch November 1990 - January 1994
Skills
Finance, Alternative Investments, Wealth Management, Financial Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, FINRA, Contract Negotiation, Investment Advisory, Securities, Series 63, Sales Management, Financial Services, Account Management, Strategic Planning, Series 7, Asset Management, Portfolio Management, New Business Development, Negotiation, Equities, Strategic Financial..., Uniform Combined State..., Wealth Management..., Investment Management, Investment Banking, Financial Analysis
Education
John Carroll University 1989 — 1993
BSBA, Finance
John Carroll University 1989 — 1993
Finance, General
Scott Kockos Scott Kockos's Dean Witter Reynolds Experience 1988 - 1992
Job Vice President at J.P. Morgan Securities LLC
Industry Investment Management
Experience
J.P. Morgan Securities LLC 1992 - Present
Dean Witter Reynolds 1988 - 1992
Franklin Templeton Investments 1986 - 1988
Skills
Wealth Management, Securities Lending, Mortgage Lending, Portfolio Management, Exceptional Listener, Asset Allocation
Education
University of San Francisco 1982 — 1987
Bachelor of Science (B.S.), Finance, General
Loyola University of Chicago 1984 — 1985
Rome Center, Business/Managerial Economics
Serra High School - San Mateo 1978 — 1982
High School Diploma
J.P. Morgan Securities LLC 1992 - Present
Dean Witter Reynolds 1988 - 1992
Franklin Templeton Investments 1986 - 1988
Skills
Wealth Management, Securities Lending, Mortgage Lending, Portfolio Management, Exceptional Listener, Asset Allocation
Education
University of San Francisco 1982 — 1987
Bachelor of Science (B.S.), Finance, General
Loyola University of Chicago 1984 — 1985
Rome Center, Business/Managerial Economics
Serra High School - San Mateo 1978 — 1982
High School Diploma
Christopher Gailey Christopher Gailey's Dean Witter Reynolds Experience March 1994 - December 1996
Job Operations Manager Office of Investments at Texas Tech University System
Industry Investment Management
Experience
Texas Tech University System March 2003 - Present
CHR Solutions December 1996 - March 2003
Dean Witter Reynolds March 1994 - December 1996
Skills
Financial Modeling, Forecasting, Financial Analysis, Valuation, Investments, Analysis, Finance, Budgets, Fixed Income, Banking, Investment Management, Portfolio Management, Risk Management, Asset Management, Asset Allocation, Management
Education
Texas Tech University 1989 — 1994
Bachelor of Arts, Economics
Texas Tech University System March 2003 - Present
CHR Solutions December 1996 - March 2003
Dean Witter Reynolds March 1994 - December 1996
Skills
Financial Modeling, Forecasting, Financial Analysis, Valuation, Investments, Analysis, Finance, Budgets, Fixed Income, Banking, Investment Management, Portfolio Management, Risk Management, Asset Management, Asset Allocation, Management
Education
Texas Tech University 1989 — 1994
Bachelor of Arts, Economics
Brendan Naughton, CIMC® Brendan Naughton, CIMC®'s Dean Witter Reynolds Experience January 1996 - December 1996
Job Principal at DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management May 2009 - Present
The Haverford Trust Company October 2007 - May 2009
Sage Advisory May 2001 - October 2007
Lockwood Financial December 1996 - April 2001
Dean Witter Reynolds January 1996 - December 1996
BHC Securities March 1994 - January 1996
Skills
Financial Modeling, Finance, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Financial Services, Valuation, Pensions, Mutual Funds, Asset Allocation, Asset Management, Business Development, Wealth Management, Series 7, Hedge Funds, Investment Advisory, Strategy, Fixed Income, Financial Analysis, Institutional..., Institutional, Strategic Financial..., Financial Advisory, Securities, Banking
Education
Saint Joseph's University 2003 — 2006
MBA, Finance
Kutztown University of Pennsylvania 1989 — 1993
BSBA, Finance / International Business
Archbishop Carroll 1985 — 1989
High School
DuPont Capital Management May 2009 - Present
The Haverford Trust Company October 2007 - May 2009
Sage Advisory May 2001 - October 2007
Lockwood Financial December 1996 - April 2001
Dean Witter Reynolds January 1996 - December 1996
BHC Securities March 1994 - January 1996
Skills
Financial Modeling, Finance, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Financial Services, Valuation, Pensions, Mutual Funds, Asset Allocation, Asset Management, Business Development, Wealth Management, Series 7, Hedge Funds, Investment Advisory, Strategy, Fixed Income, Financial Analysis, Institutional..., Institutional, Strategic Financial..., Financial Advisory, Securities, Banking
Education
Saint Joseph's University 2003 — 2006
MBA, Finance
Kutztown University of Pennsylvania 1989 — 1993
BSBA, Finance / International Business
Archbishop Carroll 1985 — 1989
High School
Randall Schultz's Dean Witter Reynolds Experience April 1995 - October 1995
Job Beauty Prophet LLC
Industry Consumer Goods
Experience
Beauty Prophet LLC August 2012 - Present
parx casino November 2006 - August 2012
parx casino October 1995 - August 2012
Philadelphia Park Racetrack October 1995 - December 2006
The Racing Network August 2001 - November 2006
Philadelphia Park Casino & Racetrack (2010 Parx Casino) October 1995 - November 2006
The Racing Channel April 1999 - August 2001
Dean Witter Reynolds April 1995 - October 1995
Skills
Accounting, Financial Statements, Financial Reporting, Accounts Payable, Accounts Receivable, Auditing, Budgets, Casino, Food & Beverage, Gaming Industry, General Ledger, Internal Controls, Payroll, Poker, Forecasting
Education
Keller Graduate School 2010 — 2012
Master of Business Administration (M.B.A.), Accounting, 3.5
Siena College
Bachelor of Science, Finance
S.U.N.Y Cobleskill
Associates of Science, Business Administration
red hook 1988 — 1991
High School, Statistics
Beauty Prophet LLC August 2012 - Present
parx casino November 2006 - August 2012
parx casino October 1995 - August 2012
Philadelphia Park Racetrack October 1995 - December 2006
The Racing Network August 2001 - November 2006
Philadelphia Park Casino & Racetrack (2010 Parx Casino) October 1995 - November 2006
The Racing Channel April 1999 - August 2001
Dean Witter Reynolds April 1995 - October 1995
Skills
Accounting, Financial Statements, Financial Reporting, Accounts Payable, Accounts Receivable, Auditing, Budgets, Casino, Food & Beverage, Gaming Industry, General Ledger, Internal Controls, Payroll, Poker, Forecasting
Education
Keller Graduate School 2010 — 2012
Master of Business Administration (M.B.A.), Accounting, 3.5
Siena College
Bachelor of Science, Finance
S.U.N.Y Cobleskill
Associates of Science, Business Administration
red hook 1988 — 1991
High School, Statistics
Leucio Iacobelli's Dean Witter Reynolds Experience 1983 - 1987
Job Director Global Market Making at Arxis Capital Group
Industry Financial Services
Experience
Arxis Capital Group LLC September 2014 - Present
Merrill Lynch September 2013 - September 2014
Cuttone & Co. November 2011 - September 2013
AlgoPartners, LLC November 2011 - April 2013
Surge Trading Inc. October 2010 - September 2011
Murphy & Durieu December 2008 - August 2010
UBS Investment Bank May 2003 - October 2008
Knight Trading Group 1996 - 2003
Prudential Securities 1988 - 1996
Dean Witter Reynolds 1983 - 1987
Skills
Stock Trading, Trading Platforms, Stock Exchange, Wall Street, Day Trading, Equity Swaps, Stock Market, Market Structure, Proprietary Trading, Trade Execution, Indices, Electronic Trading, Smart Order Routing, Black Box, Market Making, Trading Technology, Online Trading, Equity Trading, Trading, Electronic Trading..., Series 7, FINRA
Education
Pace University - Lubin School of Business 1985 — 1988
New York University - Leonard N. Stern School of Business 1982 — 1985
Finance
Arxis Capital Group LLC September 2014 - Present
Merrill Lynch September 2013 - September 2014
Cuttone & Co. November 2011 - September 2013
AlgoPartners, LLC November 2011 - April 2013
Surge Trading Inc. October 2010 - September 2011
Murphy & Durieu December 2008 - August 2010
UBS Investment Bank May 2003 - October 2008
Knight Trading Group 1996 - 2003
Prudential Securities 1988 - 1996
Dean Witter Reynolds 1983 - 1987
Skills
Stock Trading, Trading Platforms, Stock Exchange, Wall Street, Day Trading, Equity Swaps, Stock Market, Market Structure, Proprietary Trading, Trade Execution, Indices, Electronic Trading, Smart Order Routing, Black Box, Market Making, Trading Technology, Online Trading, Equity Trading, Trading, Electronic Trading..., Series 7, FINRA
Education
Pace University - Lubin School of Business 1985 — 1988
New York University - Leonard N. Stern School of Business 1982 — 1985
Finance
Cynthia Custer's Dean Witter Reynolds Experience 1987 - 1989
Job Compliance Solutions for Registered Investment Advisers and BrokerDealers
Industry Financial Services
Experience
Advisory Compliance Solutions LLC January 2012 - Present
Mainstay Capital Markets Consultants, Inc. August 2004 - December 2011
SunTrust Banks, Inc. April 2004 - August 2004
Sterne Agee Asset Management, Inc. 2000 - 2004
Birmingham-Southern College 1998 - 2000
Central and South West Services, Inc. January 1997 - December 1997
Oklahoma Office of State Treasurer 1993 - 1995
City of Tulsa 1989 - 1993
Dean Witter Reynolds 1987 - 1989
Education
Oklahoma State University 1984 — 1986
MBA, Finance
Oklahoma State University 1976 — 1978
BS, Wildlife Ecology Research
Northeastern Oklahoma A&M College 1974 — 1976
Associates, Wildlife Ecology
Advisory Compliance Solutions LLC January 2012 - Present
Mainstay Capital Markets Consultants, Inc. August 2004 - December 2011
SunTrust Banks, Inc. April 2004 - August 2004
Sterne Agee Asset Management, Inc. 2000 - 2004
Birmingham-Southern College 1998 - 2000
Central and South West Services, Inc. January 1997 - December 1997
Oklahoma Office of State Treasurer 1993 - 1995
City of Tulsa 1989 - 1993
Dean Witter Reynolds 1987 - 1989
Education
Oklahoma State University 1984 — 1986
MBA, Finance
Oklahoma State University 1976 — 1978
BS, Wildlife Ecology Research
Northeastern Oklahoma A&M College 1974 — 1976
Associates, Wildlife Ecology
Art Nunes, CMT Art Nunes, CMT's Dean Witter Reynolds Experience June 1983 - March 1988
Job Northwest Asset Management
Industry Financial Services
Experience
Northwest Asset Management November 2010 - Present
IMS Capital Management June 2003 - October 2010
RBC Dain Rauscher March 1995 - June 2003
Shearson Lehman Brothers March 1988 - March 1995
Dean, Witter Reynolds June 1983 - March 1988
The Boeing Company March 1980 - January 1983
Skills
Investment Strategies, Public Speaking, Media Appearances, Alternative Investments, Fixed Income, Finance, Investment Banking, Financial Risk, Wealth Management..., High Net Worth..., Wealth Management, Investment Management, Mutual Funds, Strategic Financial..., Hedge Funds
Education
The Ohio State University 1977 — 1980
B.S.A.E., Aeronautical Engineering
University of Lowell 1975 — 1977
Engineering
Chicopee High School 1970 — 1975
Northwest Asset Management November 2010 - Present
IMS Capital Management June 2003 - October 2010
RBC Dain Rauscher March 1995 - June 2003
Shearson Lehman Brothers March 1988 - March 1995
Dean, Witter Reynolds June 1983 - March 1988
The Boeing Company March 1980 - January 1983
Skills
Investment Strategies, Public Speaking, Media Appearances, Alternative Investments, Fixed Income, Finance, Investment Banking, Financial Risk, Wealth Management..., High Net Worth..., Wealth Management, Investment Management, Mutual Funds, Strategic Financial..., Hedge Funds
Education
The Ohio State University 1977 — 1980
B.S.A.E., Aeronautical Engineering
University of Lowell 1975 — 1977
Engineering
Chicopee High School 1970 — 1975
Charles Chip Reynolds Charles Chip Reynolds's Dean Witter Reynolds Experience January 1983 - November 1992
Job LIfe Insurance Agent Managing Partner at WeOnlySellTerm.Com
Industry Insurance
Experience
WeOnlySellTerm.Com July 2013 - Present
C&R Wealth Advisors October 2007 - Present
"Money Matters" Financial Talk Show June 2012 - September 2012
Wachovia Securities June 2000 - June 2008
J. C. Bradford and Company November 1992 - June 2000
Dean Witter Reynolds January 1983 - November 1992
Skills
Asset Allocation, Series 7, Wealth Management, Investment Advisory, Investment Strategies, Financial Advisory, Investments, IRA's, Financial Planning, Wealth, Retirement, Mutual Funds, Securities, Stocks, Portfolios, 401k, Bonds, Retirement Planning, Asset Management, Estate Planning, Equities, Fixed Income, Investment Banking, Debt, Annuities, Private Equity, Portfolio Management, Options, Valuation, Financial Markets, Asset, Derivatives, Financial Analysis, Trading, IPO, Reporting & Analysis, Business Valuation, IRAs, Term Life Insurance, Wealth Management..., Series 63, Strategic Financial..., Fixed Annuities, Financial Planners, Insurance, Financial Services, Life Insurance, Long-term Care, Variable Annuities, Long Term Care Insurance
Education
Texas A&M University 1976 — 1980
BBA "Mays School of Business", Finance
University of West Florida 1977 — 1979
BBA, Finance
Texas A&M Corpus Christi 1975 — 1975
Certificate, Bar Managment, Bartending
WeOnlySellTerm.Com July 2013 - Present
C&R Wealth Advisors October 2007 - Present
"Money Matters" Financial Talk Show June 2012 - September 2012
Wachovia Securities June 2000 - June 2008
J. C. Bradford and Company November 1992 - June 2000
Dean Witter Reynolds January 1983 - November 1992
Skills
Asset Allocation, Series 7, Wealth Management, Investment Advisory, Investment Strategies, Financial Advisory, Investments, IRA's, Financial Planning, Wealth, Retirement, Mutual Funds, Securities, Stocks, Portfolios, 401k, Bonds, Retirement Planning, Asset Management, Estate Planning, Equities, Fixed Income, Investment Banking, Debt, Annuities, Private Equity, Portfolio Management, Options, Valuation, Financial Markets, Asset, Derivatives, Financial Analysis, Trading, IPO, Reporting & Analysis, Business Valuation, IRAs, Term Life Insurance, Wealth Management..., Series 63, Strategic Financial..., Fixed Annuities, Financial Planners, Insurance, Financial Services, Life Insurance, Long-term Care, Variable Annuities, Long Term Care Insurance
Education
Texas A&M University 1976 — 1980
BBA "Mays School of Business", Finance
University of West Florida 1977 — 1979
BBA, Finance
Texas A&M Corpus Christi 1975 — 1975
Certificate, Bar Managment, Bartending
Edward M Prybylski's Dean Witter Reynolds Experience 1994 - 1997
Job Financial Advisor at E|M|P Group, Investment Professionals Inc
Industry Financial Services
Experience
EMP Group, Wealth Management June 2009 - Present
Investment Professionals, Inc 2008 - 2009
MassMutual/Collins Financial 2005 - 2008
NetLinc March 2001 - October 2006
Invest Financial 1999 - 2001
FSC Securities 1997 - 1999
Charles Schwab & Co. 1997 - 1997
Dean Witter Reynolds 1994 - 1997
SunTrust Securities, Inc 1994 - 1994
Trustmark National Bank Financial Services 1987 - 1993
Skills
IRA's, Annuities, Long Term Care, Retirement Income..., Bonds, Well-organized, Public Speaking, Teaching, Retirement Planning, IRAs, Fixed Annuities, Long-term Care, Insurance, Financial Services, Finance, Retirement, Long Term Care Insurance, Disability Insurance, Mutual Funds, Series 63, 401k, 401k Rollovers
Education
Millsaps College 1981 — 1985
BBA, Business/Marketing
Vestal Central High School 1972 — 1973
Immaculate Heart of Mary/ Bellefontaine 1970 — 1972
EMP Group, Wealth Management June 2009 - Present
Investment Professionals, Inc 2008 - 2009
MassMutual/Collins Financial 2005 - 2008
NetLinc March 2001 - October 2006
Invest Financial 1999 - 2001
FSC Securities 1997 - 1999
Charles Schwab & Co. 1997 - 1997
Dean Witter Reynolds 1994 - 1997
SunTrust Securities, Inc 1994 - 1994
Trustmark National Bank Financial Services 1987 - 1993
Skills
IRA's, Annuities, Long Term Care, Retirement Income..., Bonds, Well-organized, Public Speaking, Teaching, Retirement Planning, IRAs, Fixed Annuities, Long-term Care, Insurance, Financial Services, Finance, Retirement, Long Term Care Insurance, Disability Insurance, Mutual Funds, Series 63, 401k, 401k Rollovers
Education
Millsaps College 1981 — 1985
BBA, Business/Marketing
Vestal Central High School 1972 — 1973
Immaculate Heart of Mary/ Bellefontaine 1970 — 1972
Janet Daly Janet Daly's Dean Witter Reynolds Experience 1985 - 1990
Job Sales Agent at Cabot and Company Real Estate
Industry Real Estate
Experience
Cabot and Company Real Estate 2012 - Present
Cabot and Company 2011 - 2014
Cabot and Company 2011 - 2014
Fidelity Investments 1991 - 1996
Dean Witter Reynolds 1985 - 1990
Skills
Investment Properties, Contract Negotiation, Sales, First Time Home Buyers, Short Sales, Real Estate, Selling, Sellers
Education
Suffolk University 1981 — 1984
BS Finance, Finance
Cabot and Company Real Estate 2012 - Present
Cabot and Company 2011 - 2014
Cabot and Company 2011 - 2014
Fidelity Investments 1991 - 1996
Dean Witter Reynolds 1985 - 1990
Skills
Investment Properties, Contract Negotiation, Sales, First Time Home Buyers, Short Sales, Real Estate, Selling, Sellers
Education
Suffolk University 1981 — 1984
BS Finance, Finance
Julia Lagergren Julia Lagergren's Dean Witter Reynolds Experience June 1983 - December 1984
Job Former District Manager at Cardiac Science
Industry Pharmaceuticals
Experience
Virginia Beach City Public Schools District ManagerCardiac ScienceDecember 2011 - October 2012
Abbott Laboratories March 2006 - February 2010
Abbott Laboratories August 2001 - March 2006
Abbott Laboratories August 1993 - August 2001
Abbott Laboratories November 1991 - August 1993
Procter & Gamble May 1985 - January 1989
Dean Witter Reynolds June 1983 - December 1984
United States Navy September 1978 - January 1983
Skills
Pharmaceutical Sales, Cardiology, Selling, Editing, Hospitals, Managed Care, Healthcare, Primary Care, Sales Effectiveness, Urology, Sales, Leadership, Medical Devices, Gastroenterology, Product Launch, Endocrinology
Education
Texas A&M University 1975 — 1978
Bachelor of Arts (B.A.), History
Tulane University 1974 — 1975
Virginia Beach City Public Schools District ManagerCardiac ScienceDecember 2011 - October 2012
Abbott Laboratories March 2006 - February 2010
Abbott Laboratories August 2001 - March 2006
Abbott Laboratories August 1993 - August 2001
Abbott Laboratories November 1991 - August 1993
Procter & Gamble May 1985 - January 1989
Dean Witter Reynolds June 1983 - December 1984
United States Navy September 1978 - January 1983
Skills
Pharmaceutical Sales, Cardiology, Selling, Editing, Hospitals, Managed Care, Healthcare, Primary Care, Sales Effectiveness, Urology, Sales, Leadership, Medical Devices, Gastroenterology, Product Launch, Endocrinology
Education
Texas A&M University 1975 — 1978
Bachelor of Arts (B.A.), History
Tulane University 1974 — 1975
Ed O'Neill Ed O'Neill's Dean Witter Reynolds Experience June 1990 - September 1995
Job Agency Owner At Ed O'Neill Insurance
Industry Insurance
Experience
GREAT FLORIDA INSURANCE April 2004 - Present
Nationwide Insurance October 2002 - April 2004
Dean Witter Reynolds June 1990 - September 1995
Skills
Property & Casualty..., Liability, Insurance, Underwriting, Homeowners, Umbrella Insurance, Casualty, General Insurance, Professional Liability, Liability Analysis, Watercraft, Flood Insurance, Licensed Property &..., Commercial Lines, Legal Liability, Disability Insurance, Risk Management, Mortgage Lending, Casualty Insurance, Life Insurance, Property, Marine Insurance, D&O, Term Life Insurance, Commercial Insurance, Workers Compensation, Claims Management, RV, Renters, Health Insurance, Claim, Inland Marine, Brokers, Long-term Care, Employment Practices...
Education
Nova Southeastern University 1989 — 1993
Master of Science (MS), Education
Seton Hall University 1977 — 1981
Master Program, Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1973
Bachelor of Arts (BA), Psychology
GREAT FLORIDA INSURANCE April 2004 - Present
Nationwide Insurance October 2002 - April 2004
Dean Witter Reynolds June 1990 - September 1995
Skills
Property & Casualty..., Liability, Insurance, Underwriting, Homeowners, Umbrella Insurance, Casualty, General Insurance, Professional Liability, Liability Analysis, Watercraft, Flood Insurance, Licensed Property &..., Commercial Lines, Legal Liability, Disability Insurance, Risk Management, Mortgage Lending, Casualty Insurance, Life Insurance, Property, Marine Insurance, D&O, Term Life Insurance, Commercial Insurance, Workers Compensation, Claims Management, RV, Renters, Health Insurance, Claim, Inland Marine, Brokers, Long-term Care, Employment Practices...
Education
Nova Southeastern University 1989 — 1993
Master of Science (MS), Education
Seton Hall University 1977 — 1981
Master Program, Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1969 — 1973
Bachelor of Arts (BA), Psychology
Anthony Lombardi's Dean Witter Reynolds Experience 1990 - 1997
Job Senior Portfolio Manager at Delaware Investments
Industry Investment Management
Experience
Delaware Investments March 2004 - Present
Merrill Lynch Investment Managers April 1998 - March 2004
Dean Witter Reynolds 1990 - 1997
Crossland Savings, FSB 1989 - 1990
Skills
Investment Strategies, Equity Research, Series 63, Bloomberg, Investment Management, Asset Management, Capital Markets, Financial Modeling, Investment Advisory, Securities, Valuation, Portfolio Management, Mutual Funds, Investments, Equities
Education
Hofstra University 1987 — 1989
MBA, Finance/Portfolio Mgt
Hofstra University 1983 — 1987
BBA, Finance-Mjr/Business Computer Information Systems-Minor
Delaware Investments March 2004 - Present
Merrill Lynch Investment Managers April 1998 - March 2004
Dean Witter Reynolds 1990 - 1997
Crossland Savings, FSB 1989 - 1990
Skills
Investment Strategies, Equity Research, Series 63, Bloomberg, Investment Management, Asset Management, Capital Markets, Financial Modeling, Investment Advisory, Securities, Valuation, Portfolio Management, Mutual Funds, Investments, Equities
Education
Hofstra University 1987 — 1989
MBA, Finance/Portfolio Mgt
Hofstra University 1983 — 1987
BBA, Finance-Mjr/Business Computer Information Systems-Minor
Yvonne (Boer) Grosek Yvonne (Boer) Grosek's Dean Witter Reynolds Experience March 1979 - October 1984
Job at Three Dimensions
Industry Events Services
Experience
Three Dimensions January 1989 - Present
Bank of America December 1987 - October 1990
Crocker Bank/Wells Fargo Bank October 1984 - September 1987
Dean Witter Reynolds March 1979 - October 1984
Skills
Event Planning, Marketing, Business Development, Marketing Strategy, Public Speaking, Strategic Planning, Program Management, Marketing Communications, Sales Management, Hospitality, Copywriting, Team Building, Project Management, Negotiation, Budget, Management, New Business Development
Education
Long Beach City College
Valley Christian High School
Three Dimensions January 1989 - Present
Bank of America December 1987 - October 1990
Crocker Bank/Wells Fargo Bank October 1984 - September 1987
Dean Witter Reynolds March 1979 - October 1984
Skills
Event Planning, Marketing, Business Development, Marketing Strategy, Public Speaking, Strategic Planning, Program Management, Marketing Communications, Sales Management, Hospitality, Copywriting, Team Building, Project Management, Negotiation, Budget, Management, New Business Development
Education
Long Beach City College
Valley Christian High School
Karen Stawicki's Dean Witter Reynolds Experience July 1984 - September 1987
Job Financial Advisor with Transamerica Financial Advisors at Atlantic Coast Advisory Group of Charleston
Industry Financial Services
Experience
"Its Your Business" presented by Atlantc Coast Advisory Group of Charleston 2014 - Present
Atlantic Coast Advisory Group of Charleston April 2013 - May 2014
Stawicki Financial Strategies / New York Life July 1997 - April 2013
ASB Financial 1990 - 1997
Dean Witter Reynolds July 1984 - September 1987
Raymond James Financial Inc. March 1980 - June 1981
Skills
Retirement, Investments, Estate Planning, Insurance, Financial Advisory, Retirement Planning, Finance, Financial Planners, Marketing, Strategic Financial..., IRAs, Public Speaking, Financial Services, Asset Allocation, Fixed Annuities, Investment Strategies, 401k, 401k Rollovers, Small Business, Wealth Management, Securities, Long-term Care, Financial Planning, Investment Advisory, Life Insurance, Term Life Insurance, Wealth, Pensions, Mutual Funds, Series 63, Tax, Real Estate, Disability Insurance, Mortgage Lending, Long Term Care Insurance, Wealth Accumulation, Portfolio Management, Free, Income, People Development, Brokerage, Asset Management, Retirement Income..., tax free exit strategies, guaranteed income..., Insurance Planning, Seminar Speaker, Speaking Engagements, Connector, Connectors
Education
St. Petersburg College
Associate of Arts (AA), Communication and Media Studies
University of New Hampshire
"Its Your Business" presented by Atlantc Coast Advisory Group of Charleston 2014 - Present
Atlantic Coast Advisory Group of Charleston April 2013 - May 2014
Stawicki Financial Strategies / New York Life July 1997 - April 2013
ASB Financial 1990 - 1997
Dean Witter Reynolds July 1984 - September 1987
Raymond James Financial Inc. March 1980 - June 1981
Skills
Retirement, Investments, Estate Planning, Insurance, Financial Advisory, Retirement Planning, Finance, Financial Planners, Marketing, Strategic Financial..., IRAs, Public Speaking, Financial Services, Asset Allocation, Fixed Annuities, Investment Strategies, 401k, 401k Rollovers, Small Business, Wealth Management, Securities, Long-term Care, Financial Planning, Investment Advisory, Life Insurance, Term Life Insurance, Wealth, Pensions, Mutual Funds, Series 63, Tax, Real Estate, Disability Insurance, Mortgage Lending, Long Term Care Insurance, Wealth Accumulation, Portfolio Management, Free, Income, People Development, Brokerage, Asset Management, Retirement Income..., tax free exit strategies, guaranteed income..., Insurance Planning, Seminar Speaker, Speaking Engagements, Connector, Connectors
Education
St. Petersburg College
Associate of Arts (AA), Communication and Media Studies
University of New Hampshire
Hugh McIlrevey Hugh McIlrevey's Dean Witter Reynolds Experience June 1980 - January 1982
Job Managing Director, Veloces Enterprises LLC
Industry Management Consulting
Experience
Veloces Enterprises LLC March 2004 - Present
Creative Management Group, Inc. July 2004 - November 2005
UBS Wealth Management November 1999 - May 2004
UBS Wealth Management June 1998 - November 1999
PaineWebber Inc. November 1995 - June 1998
PaineWebber Inc. September 1990 - November 1995
PaineWebber Inc. December 1986 - September 1990
PaineWebber Inc. April 1984 - December 1986
Merrill Lynch January 1982 - April 1984
Dean Witter Reynolds June 1980 - January 1982
Skills
Management, Investments, Wealth Management, Series 7, Leadership, Strategic Planning, Finance, Portfolio Management, Mutual Funds, Financial Services, Public Speaking, Coaching, Business Development, Personal Development, Equities, Financial Analysis, Asset Management, Training, Credit, Sales, Alternative Investments, Securities, Strategy, Series 63
Education
Northwood University 1973 — 1975
BBA, Marketing, Management
University of Miami - School of Business 1968 — 1970
Marketing, Acccounting
Northwestern University - Kellogg School of Management
Executive Studies Program
University of Virginia Darden School of Business
Executive Leadership Program
Veloces Enterprises LLC March 2004 - Present
Creative Management Group, Inc. July 2004 - November 2005
UBS Wealth Management November 1999 - May 2004
UBS Wealth Management June 1998 - November 1999
PaineWebber Inc. November 1995 - June 1998
PaineWebber Inc. September 1990 - November 1995
PaineWebber Inc. December 1986 - September 1990
PaineWebber Inc. April 1984 - December 1986
Merrill Lynch January 1982 - April 1984
Dean Witter Reynolds June 1980 - January 1982
Skills
Management, Investments, Wealth Management, Series 7, Leadership, Strategic Planning, Finance, Portfolio Management, Mutual Funds, Financial Services, Public Speaking, Coaching, Business Development, Personal Development, Equities, Financial Analysis, Asset Management, Training, Credit, Sales, Alternative Investments, Securities, Strategy, Series 63
Education
Northwood University 1973 — 1975
BBA, Marketing, Management
University of Miami - School of Business 1968 — 1970
Marketing, Acccounting
Northwestern University - Kellogg School of Management
Executive Studies Program
University of Virginia Darden School of Business
Executive Leadership Program
Lance Hack Lance Hack's Dean Witter Reynolds Experience August 1989 - March 1991
Job Financial Executive
Industry Information Services
Experience
University of California, San Diego March 2014 - April 2015
DISA Global Solutions, Inc. July 2002 - November 2013
Iconixx Corporation April 2000 - April 2002
EnterpriseWorks LLC October 1998 - April 2000
Equalnet Corp. October 1997 - August 1998
Treasure Bay Gaming and Resorts Inc. July 1994 - September 1996
LCC Communications Company, Inc. April 1991 - May 1994
Dean Witter Reynolds August 1989 - March 1991
Arthur Andersen & Co. (now Accenture) June 1984 - July 1987
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
Princeton University 1978 — 1983
BSE, Systems Engineering
University of California, San Diego March 2014 - April 2015
DISA Global Solutions, Inc. July 2002 - November 2013
Iconixx Corporation April 2000 - April 2002
EnterpriseWorks LLC October 1998 - April 2000
Equalnet Corp. October 1997 - August 1998
Treasure Bay Gaming and Resorts Inc. July 1994 - September 1996
LCC Communications Company, Inc. April 1991 - May 1994
Dean Witter Reynolds August 1989 - March 1991
Arthur Andersen & Co. (now Accenture) June 1984 - July 1987
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
Princeton University 1978 — 1983
BSE, Systems Engineering
Breht Feigh's Dean Witter Reynolds Experience 1989 - 1992
Job
Industry Hospital & Health Care
Experience
Press Ganey August 2015 - Present
American Dental Partners 2013 - July 2015
American Dental Partners 2001 - 2013
American Dental Partners 1997 - 2000
Robertson Stephens & Company 1996 - 1997
ING Barings 1993 - 1996
Dean Witter Reynolds 1989 - 1992
Education
London School of Economics and Political Science 1992 — 1993
Master of Science (MSc), Economic History
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Finance
National University of Singapore
Press Ganey August 2015 - Present
American Dental Partners 2013 - July 2015
American Dental Partners 2001 - 2013
American Dental Partners 1997 - 2000
Robertson Stephens & Company 1996 - 1997
ING Barings 1993 - 1996
Dean Witter Reynolds 1989 - 1992
Education
London School of Economics and Political Science 1992 — 1993
Master of Science (MSc), Economic History
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Finance
National University of Singapore
Charles Qasir's Dean Witter Reynolds Experience July 1990 - August 1992
Job Experienced Applications Developer
Industry Computer Software
Experience
JPMorgan Chase & Co. March 2008 - Present
Bear Stearns August 1992 - March 2008
Dean Witter Reynolds July 1990 - August 1992
Shearson Lehman Hutton May 1988 - July 1990
Education
Saint John's University 1985 — 1987
BSC, Computer Science
New York University - Polytechnic School of Engineering
JPMorgan Chase & Co. March 2008 - Present
Bear Stearns August 1992 - March 2008
Dean Witter Reynolds July 1990 - August 1992
Shearson Lehman Hutton May 1988 - July 1990
Education
Saint John's University 1985 — 1987
BSC, Computer Science
New York University - Polytechnic School of Engineering
Brad Sherer's Dean Witter Reynolds Experience September 1993 - April 1995
Job Director of Sales at Landmark Global
Industry Logistics and Supply Chain
Experience
Landmark Global December 2011 - Present
The Transportation Firm August 2011 - December 2011
Carlton Bates February 2011 - August 2011
Turner Machine Co., Inc. May 2007 - February 2011
Purolator USA November 2002 - May 2007
Wire One Communications 2001 - 2002
Bloomberg July 2000 - May 2001
Corporate Express April 1995 - June 2000
Dean Witter Reynolds September 1993 - April 1995
Skills
Truckload, LTL, Logistics, Supply Chain Management, Account Management, Sales, Leadership, Business Development, Sales Operations, 3PL, Strategic Partnerships, Supply Chain, Pricing, New Business Development, Sales Management, Transportation..., Transportation, International Logistics, Operations Management, Air Freight, Freight, P
Education
Kutztown University of Pennsylvania 1988 — 1990
Business Administration, Marketing & Economics
Keystone Jr. College 1986 — 1987
Business
Landmark Global December 2011 - Present
The Transportation Firm August 2011 - December 2011
Carlton Bates February 2011 - August 2011
Turner Machine Co., Inc. May 2007 - February 2011
Purolator USA November 2002 - May 2007
Wire One Communications 2001 - 2002
Bloomberg July 2000 - May 2001
Corporate Express April 1995 - June 2000
Dean Witter Reynolds September 1993 - April 1995
Skills
Truckload, LTL, Logistics, Supply Chain Management, Account Management, Sales, Leadership, Business Development, Sales Operations, 3PL, Strategic Partnerships, Supply Chain, Pricing, New Business Development, Sales Management, Transportation..., Transportation, International Logistics, Operations Management, Air Freight, Freight, P
Education
Kutztown University of Pennsylvania 1988 — 1990
Business Administration, Marketing & Economics
Keystone Jr. College 1986 — 1987
Business
Steve Schulman's Dean Witter Reynolds Experience October 1982 - February 1984
Job Post Trade Professional
Industry Financial Services
Experience
Credit Suisse November 1998 - Present
First Albany Corporation June 1994 - November 1998
ING Securities February 1993 - June 1994
BHF Securities August 1987 - February 1993
Van Kampen Merrit April 1986 - August 1987
Bradford Trust Company February 1984 - April 1986
Dean Witter Reynolds October 1982 - February 1984
Skills
Fixed Income, Trading Systems, Options, Derivatives, Trading, Securities, Equities, Back Office, Settlement, Series 7, FINRA, Sybase, Investment Banking, Prime Brokerage, Account Reconciliation, Financial Risk, Securities Lending, Series 24, ETFs, Finance, Corporate Actions, Equity Derivatives, Electronic Trading
Education
Long Island University, C.W. Post Campus 1980 — 1982
Bachelor of Arts (BA)
Credit Suisse November 1998 - Present
First Albany Corporation June 1994 - November 1998
ING Securities February 1993 - June 1994
BHF Securities August 1987 - February 1993
Van Kampen Merrit April 1986 - August 1987
Bradford Trust Company February 1984 - April 1986
Dean Witter Reynolds October 1982 - February 1984
Skills
Fixed Income, Trading Systems, Options, Derivatives, Trading, Securities, Equities, Back Office, Settlement, Series 7, FINRA, Sybase, Investment Banking, Prime Brokerage, Account Reconciliation, Financial Risk, Securities Lending, Series 24, ETFs, Finance, Corporate Actions, Equity Derivatives, Electronic Trading
Education
Long Island University, C.W. Post Campus 1980 — 1982
Bachelor of Arts (BA)
Ken Fong's Dean Witter Reynolds Experience March 1988 - April 1989
Job Business/Finance Planning at Synaptics
Industry Consumer Electronics
Experience
Synaptics March 2008 - Present
Holt International Adoption Agency 2010 - 2012
NEC Electronics July 1997 - 2008
AACF Stanford 1991 - 1997
JEMS 1992 - 1996
Space Applications Corp 1989 - 1996
Dean Witter Reynolds March 1988 - April 1989
General Electric April 1987 - April 1989
Skills
Ad Hoc Reporting, Program Management, Business Intelligence, Agile Methodologies, Integration, Cross-functional Team..., Management, Software Development, Testing, Leadership, Process Improvement, Product Management, Product Development, Software Documentation, Databases, Quality Assurance, Access, Microsoft SQL Server, Oracle, Business Analysis, Project Management
Education
San Jose State University 1999 — 2002
MBA
San Jose State University 1984 — 1989
B.S., Industrial Technology
Lowell High School 1980 — 1984
Aperture Academy
Synaptics March 2008 - Present
Holt International Adoption Agency 2010 - 2012
NEC Electronics July 1997 - 2008
AACF Stanford 1991 - 1997
JEMS 1992 - 1996
Space Applications Corp 1989 - 1996
Dean Witter Reynolds March 1988 - April 1989
General Electric April 1987 - April 1989
Skills
Ad Hoc Reporting, Program Management, Business Intelligence, Agile Methodologies, Integration, Cross-functional Team..., Management, Software Development, Testing, Leadership, Process Improvement, Product Management, Product Development, Software Documentation, Databases, Quality Assurance, Access, Microsoft SQL Server, Oracle, Business Analysis, Project Management
Education
San Jose State University 1999 — 2002
MBA
San Jose State University 1984 — 1989
B.S., Industrial Technology
Lowell High School 1980 — 1984
Aperture Academy
Susan Venezia's Dean Witter Reynolds Experience 1984 - 1989
Job Supervisory Analyst
Industry Capital Markets
Experience
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Sean Greeley's Dean Witter Reynolds Experience July 1983 - October 1985
Job Vice President New Business Development at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2014 - Present
JPMorgan September 1997 - June 2013
US Trust October 1985 - September 1997
Dean Witter Reynolds July 1983 - October 1985
Skills
Hedge Funds, Fixed Income, Global Custody, Securities, Mutual Funds, Fund Administration, Securities Lending, Investments, Banking, CRM, Investment Management, Cash Management, Collateral Management, Relationship Management, Financial Services, Bonds, Investment Banking, Back Office, New Business Development, Team Building, Sales Presentations, Sales Process, Equities
Education
Monmouth University 1991 — 1994
MBA, Concentration in Finance
Monmouth University 1979 — 1984
BS in Business Administration, Concentration in Marketing
Montgomery Township HS
Brown Brothers Harriman April 2014 - Present
JPMorgan September 1997 - June 2013
US Trust October 1985 - September 1997
Dean Witter Reynolds July 1983 - October 1985
Skills
Hedge Funds, Fixed Income, Global Custody, Securities, Mutual Funds, Fund Administration, Securities Lending, Investments, Banking, CRM, Investment Management, Cash Management, Collateral Management, Relationship Management, Financial Services, Bonds, Investment Banking, Back Office, New Business Development, Team Building, Sales Presentations, Sales Process, Equities
Education
Monmouth University 1991 — 1994
MBA, Concentration in Finance
Monmouth University 1979 — 1984
BS in Business Administration, Concentration in Marketing
Montgomery Township HS
Barbara Aran's Dean Witter Reynolds Experience July 1987 - March 1990
Job Sr Requirements Engineer at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corp March 2012 - Present
First Data Corp June 1999 - September 2012
Publishers Clearing House March 1990 - June 1999
Dean Witter Reynolds July 1987 - March 1990
Skills
SDLC, Requirements Analysis, Credit Cards, Systems Analysis, Mainframe, Requirements Gathering, Visio, JCL, Payment Card Processing, COBOL, Payment Systems, Business Analysis, DB2, Debit Cards, VSAM, CICS, Integration, Software Project..., SharePoint, SQL, Microsoft SQL Server, Vendor Management
Education
Pace University 1981 — 1985
Bachelor of Business Administration, Management Information Systems
First Data Corp March 2012 - Present
First Data Corp June 1999 - September 2012
Publishers Clearing House March 1990 - June 1999
Dean Witter Reynolds July 1987 - March 1990
Skills
SDLC, Requirements Analysis, Credit Cards, Systems Analysis, Mainframe, Requirements Gathering, Visio, JCL, Payment Card Processing, COBOL, Payment Systems, Business Analysis, DB2, Debit Cards, VSAM, CICS, Integration, Software Project..., SharePoint, SQL, Microsoft SQL Server, Vendor Management
Education
Pace University 1981 — 1985
Bachelor of Business Administration, Management Information Systems
Tom Chlada's Dean Witter Reynolds Experience May 1987 - September 1989
Job Senior VP at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities August 2015 - Present
St. Joseph High School 2013 - Present
ABN AMRO Clearing Chicago LLC July 2003 - August 2015
Fortis Clearing Americas September 2003 - April 2010
FFastFill US LLC and FFastTrade LLC July 2000 - August 2003
Bank of America 1989 - 2000
Dean Witter Reynolds May 1987 - September 1989
Skills
Trading Systems, Options, Trading, Financial Markets, Proprietary Trading, Electronic Trading, Derivatives, Equities, Risk Management, Commodity, Incubation, Management, Capital Markets, Equity Derivatives, Portfolio Management, Fixed Income, Finance, FINRA, Trading Strategies, FX trading, Traders, Mentoring Of Staff, Financial Risk, FX Options, Securities, Hedge Funds, Bloomberg, Technical Analysis, Back Office, ETFs, Foreign Exchange, Alternative Investments, Bonds, Series 63
Education
Indiana State University 1984 — 1986
Economics
Lewis University 1980 — 1984
B.S., Business Administration and Economics
St Joseph High School Westchester-Illinois 1976 — 1980
HS, High School
Wedbush Securities August 2015 - Present
St. Joseph High School 2013 - Present
ABN AMRO Clearing Chicago LLC July 2003 - August 2015
Fortis Clearing Americas September 2003 - April 2010
FFastFill US LLC and FFastTrade LLC July 2000 - August 2003
Bank of America 1989 - 2000
Dean Witter Reynolds May 1987 - September 1989
Skills
Trading Systems, Options, Trading, Financial Markets, Proprietary Trading, Electronic Trading, Derivatives, Equities, Risk Management, Commodity, Incubation, Management, Capital Markets, Equity Derivatives, Portfolio Management, Fixed Income, Finance, FINRA, Trading Strategies, FX trading, Traders, Mentoring Of Staff, Financial Risk, FX Options, Securities, Hedge Funds, Bloomberg, Technical Analysis, Back Office, ETFs, Foreign Exchange, Alternative Investments, Bonds, Series 63
Education
Indiana State University 1984 — 1986
Economics
Lewis University 1980 — 1984
B.S., Business Administration and Economics
St Joseph High School Westchester-Illinois 1976 — 1980
HS, High School
Jennifer Caifano's Dean Witter Reynolds Experience 1996 - 1997
Job Controller at Coyote Logistics
Industry Logistics and Supply Chain
Experience
Coyote Logistics 2009 - Present
Enterprise Fund Distributors, Inc. 2007 - 2008
Enterprise Fund Distributors 2004 - 2008
Enterprise Capital Management 1999 - 2004
Enterprise Capital 1997 - 1999
Dean Witter Reynolds 1996 - 1997
Ultramar Travel Management 1993 - 1996
Skills
Financial Reporting, SEC filings, GAAP, Financial Analysis, Internal Controls, Accounting, Cash Management, FRx, Revenue Recognition, General Ledger, Financial Accounting, Accounting Management, Consolidated Financial..., Variance Analysis, Forecasting, FASB, Monthly Close
Education
State University of New York at New Paltz 1989 — 1993
BS, Accounting
Coyote Logistics 2009 - Present
Enterprise Fund Distributors, Inc. 2007 - 2008
Enterprise Fund Distributors 2004 - 2008
Enterprise Capital Management 1999 - 2004
Enterprise Capital 1997 - 1999
Dean Witter Reynolds 1996 - 1997
Ultramar Travel Management 1993 - 1996
Skills
Financial Reporting, SEC filings, GAAP, Financial Analysis, Internal Controls, Accounting, Cash Management, FRx, Revenue Recognition, General Ledger, Financial Accounting, Accounting Management, Consolidated Financial..., Variance Analysis, Forecasting, FASB, Monthly Close
Education
State University of New York at New Paltz 1989 — 1993
BS, Accounting
Richard Pfeifer's Dean Witter Reynolds Experience February 1988 - March 1993
Job CIMA, Financial Consultant at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments February 2003 - Present
Prudential Securities March 1994 - January 2003
Dean Witter Reynolds February 1988 - March 1993
EF Hutton & CO. March 1984 - February 1988
Education
IRA Retirement Planning 2003 — 2004
Broyles Institute
University of Pennsylvania - The Wharton School 1995 — 1996
CIMA, Portfolio Ananlysis
Metropolitan State University of Denver 1976 — 1980
Wells Fargo Investments February 2003 - Present
Prudential Securities March 1994 - January 2003
Dean Witter Reynolds February 1988 - March 1993
EF Hutton & CO. March 1984 - February 1988
Education
IRA Retirement Planning 2003 — 2004
Broyles Institute
University of Pennsylvania - The Wharton School 1995 — 1996
CIMA, Portfolio Ananlysis
Metropolitan State University of Denver 1976 — 1980
Peter Wallace's Dean Witter Reynolds Experience January 1980 - January 1984
Job General Partner, Riomar Partners LLC, General Partner SpEc. Cuenca, Ecuador
Industry Investment Management
Experience
Riomar Partners LLC January 2007 - Present
Riomar Partners L.p. January 1998 - Present
Kidder Peabody January 1990 - January 1996
Peter J. Wallace Inc. January 1985 - January 1990
Dean Witter Reynolds January 1980 - January 1984
Skills
Portfolio Management, Asset Management, Business Strategy, Strategic Planning, Negotiation, Risk Management, Private Equity, Finance, Equities, Mergers, Management, Marketing, Real Estate, Entrepreneurship, Investment Properties, New Business Development, Small Business
Education
University of Southern California 1979 — 1981
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations
Northwestern University 1974 — 1978
Bachelor of Applied Science (BASc), Economics/ Communications
Riomar Partners LLC January 2007 - Present
Riomar Partners L.p. January 1998 - Present
Kidder Peabody January 1990 - January 1996
Peter J. Wallace Inc. January 1985 - January 1990
Dean Witter Reynolds January 1980 - January 1984
Skills
Portfolio Management, Asset Management, Business Strategy, Strategic Planning, Negotiation, Risk Management, Private Equity, Finance, Equities, Mergers, Management, Marketing, Real Estate, Entrepreneurship, Investment Properties, New Business Development, Small Business
Education
University of Southern California 1979 — 1981
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations
Northwestern University 1974 — 1978
Bachelor of Applied Science (BASc), Economics/ Communications
Terry Denoux's Dean Witter Reynolds Experience 1992 - 1994
Job Managing Principal Broker & Owner Better Homes and Gardens Real Estate Northwest Living
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Northwest Living July 2007 - Present
RE/MAX Equity Group September 2001 - July 2007
Innuity January 2000 - March 2001
Orcom Solutions January 1999 - January 2000
The Private Consulting Group 1999 - 2000
Marketing One 1998 - 1999
Japan America Beverage Company 1997 - 1998
Wells Fargo Securities 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Data Documents 1990 - 1992
Skills
Investment Properties, Investors, Real Estate, Buyers, Sellers, Real Property, Real Estate Marketing, HUD, SFR, Listings, Due Diligence, REO, Foreclosures, Short Sales, Referrals, Single Family Homes, Vacation Homes, 1031 Exchanges, Residential Homes, National Association of..., Luxury, Council of Residential..., e-PRO, First Time Home Buyers, Investments, New Home Sales, Buyer Representation, Relocation, Move Up Buyers, New Homes, Waterfront, Seniors, Townhomes, Rentals, Condos, ABR, Real Estate Transactions, Relocation Buyers, Income Properties, Property, Seller Representation, Resellers, Real Estate Financing, Real Estate License, Brokerage, Negotiation & Contract..., Outstanding written and..., Strong Strategic..., Extreme Attention to..., Success Driven
Education
Portland State University - School of Business 1985 — 1990
Finance/Law, Finance
Oregon State University 1985 — 1986
Better Homes and Gardens Real Estate Northwest Living July 2007 - Present
RE/MAX Equity Group September 2001 - July 2007
Innuity January 2000 - March 2001
Orcom Solutions January 1999 - January 2000
The Private Consulting Group 1999 - 2000
Marketing One 1998 - 1999
Japan America Beverage Company 1997 - 1998
Wells Fargo Securities 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Data Documents 1990 - 1992
Skills
Investment Properties, Investors, Real Estate, Buyers, Sellers, Real Property, Real Estate Marketing, HUD, SFR, Listings, Due Diligence, REO, Foreclosures, Short Sales, Referrals, Single Family Homes, Vacation Homes, 1031 Exchanges, Residential Homes, National Association of..., Luxury, Council of Residential..., e-PRO, First Time Home Buyers, Investments, New Home Sales, Buyer Representation, Relocation, Move Up Buyers, New Homes, Waterfront, Seniors, Townhomes, Rentals, Condos, ABR, Real Estate Transactions, Relocation Buyers, Income Properties, Property, Seller Representation, Resellers, Real Estate Financing, Real Estate License, Brokerage, Negotiation & Contract..., Outstanding written and..., Strong Strategic..., Extreme Attention to..., Success Driven
Education
Portland State University - School of Business 1985 — 1990
Finance/Law, Finance
Oregon State University 1985 — 1986
Tom Mayhew's Dean Witter Reynolds Experience May 1985 - July 1986
Job Director Data Center Operations
Industry Information Technology and Services
Experience
TFM Limited Director Data Management and OperationsChoice Hotels InternationalMay 2009 - November 2012
DHL, a Deutsche Post Company August 2004 - July 2009
DHL, Danzas AEI a Deutsche Post Company October 1998 - August 2004
Pitney Bowes July 1986 - October 1998
Dean Witter Reynolds May 1985 - July 1986
New York Telephone a NYNEX Company January 1981 - May 1985
Skills
Data Center Architecture, Data Center Relocation, Data Center, Colocation, IT Operations, Event Management, Automation, Storage Management, Virtualization, IT Service Management, ITIL, Disaster Recovery, Business Continuity, Budget Management, Network Administration, Power Distribution, Cooling, Cable Management, MTP, Change Management, Hardware, Kaizen, Contract Negotiation, Team Leadership, TQM, Replication, Storage, Process Improvement, Infrastructure, Cooling Water, Budgets, Co-location, Servers, Information Technology, Leadership, Security, MTP3, Technical Support, Unix, IT Management, Help Desk Support, Management, Incident Management, System Administration, High Availability, Vendor Management, Project Planning, IT Strategy, Cloud Computing, Infrastructure...
Education
Post University, Waterbury, CT 1996 — 1998
BS, General Studies/Business Management
Suffolk County Community College 1975 — 1978
AAS, Computer Science
TFM Limited Director Data Management and OperationsChoice Hotels InternationalMay 2009 - November 2012
DHL, a Deutsche Post Company August 2004 - July 2009
DHL, Danzas AEI a Deutsche Post Company October 1998 - August 2004
Pitney Bowes July 1986 - October 1998
Dean Witter Reynolds May 1985 - July 1986
New York Telephone a NYNEX Company January 1981 - May 1985
Skills
Data Center Architecture, Data Center Relocation, Data Center, Colocation, IT Operations, Event Management, Automation, Storage Management, Virtualization, IT Service Management, ITIL, Disaster Recovery, Business Continuity, Budget Management, Network Administration, Power Distribution, Cooling, Cable Management, MTP, Change Management, Hardware, Kaizen, Contract Negotiation, Team Leadership, TQM, Replication, Storage, Process Improvement, Infrastructure, Cooling Water, Budgets, Co-location, Servers, Information Technology, Leadership, Security, MTP3, Technical Support, Unix, IT Management, Help Desk Support, Management, Incident Management, System Administration, High Availability, Vendor Management, Project Planning, IT Strategy, Cloud Computing, Infrastructure...
Education
Post University, Waterbury, CT 1996 — 1998
BS, General Studies/Business Management
Suffolk County Community College 1975 — 1978
AAS, Computer Science
Kris Smoot's Dean Witter Reynolds Experience July 1986 - July 1988
Job Auctioneer & Owner at KSA Business Liquidations
Industry Consumer Services
Experience
KSA Estate Sales & Appraisals OwnerKSA Estate & Business LiquidationsJune 1993 - Present
KSA Estate Sales & Appraisals January 1990 - Present
Dean Witter Reynolds July 1986 - July 1988
Education
San Francisco State University, College of Business 1983 — 1985
BS, Finance & Economics
KSA Estate Sales & Appraisals OwnerKSA Estate & Business LiquidationsJune 1993 - Present
KSA Estate Sales & Appraisals January 1990 - Present
Dean Witter Reynolds July 1986 - July 1988
Education
San Francisco State University, College of Business 1983 — 1985
BS, Finance & Economics
Charlie Graves's Dean Witter Reynolds Experience 1987 - 1997
Job President, CG Hanson, Inc. / Maui Property Group, LLC
Industry Construction
Experience
CG Hanson, Inc. January 2009 - Present
Miron Construction Co., Inc. December 2006 - October 2008
Kalona Furniture Co. 1997 - 2003
Kalona Locker 1998 - 2001
Dean Witter Reynolds 1987 - 1997
Skills
Construction Management, Construction, Pre-construction, Strategic Planning, Contract Management, Project Planning, Budgets, Project Management, Contract Negotiation, Process Scheduler, Contractors
Education
The University of Texas at Arlington 1986 — 1988
Illinois Central College
CG Hanson, Inc. January 2009 - Present
Miron Construction Co., Inc. December 2006 - October 2008
Kalona Furniture Co. 1997 - 2003
Kalona Locker 1998 - 2001
Dean Witter Reynolds 1987 - 1997
Skills
Construction Management, Construction, Pre-construction, Strategic Planning, Contract Management, Project Planning, Budgets, Project Management, Contract Negotiation, Process Scheduler, Contractors
Education
The University of Texas at Arlington 1986 — 1988
Illinois Central College
Ellen Leonard-Hilton's Dean Witter Reynolds Experience January 1990 - February 1991
Job Owner/ President Of Creative Touch Productions Owner/President Of Kandles & Things
Industry Arts and Crafts
Experience
Creative Touch Productions/Kandles & Things September 2002 - Present
New York City Health & Hospital Administration November 1999 - January 2002
Chase Manhattan Bank February 1991 - May 1999
Dean Witter Reynolds January 1990 - February 1991
Skills
Ficton Writer/Work...
Education
New School For Social Research 1995 — 1997
Masters Health & Hospital Administration, Health & Hospital Administration
New York University 1991 — 1993
Masters Business Administration, International Finance
Manhattan College/College of Mount St. Vincent 1986 — 1989
Batchelor of Arts, Business Management
Creative Touch Productions/Kandles & Things September 2002 - Present
New York City Health & Hospital Administration November 1999 - January 2002
Chase Manhattan Bank February 1991 - May 1999
Dean Witter Reynolds January 1990 - February 1991
Skills
Ficton Writer/Work...
Education
New School For Social Research 1995 — 1997
Masters Health & Hospital Administration, Health & Hospital Administration
New York University 1991 — 1993
Masters Business Administration, International Finance
Manhattan College/College of Mount St. Vincent 1986 — 1989
Batchelor of Arts, Business Management
Edward P. Miner, MBA's Dean Witter Reynolds Experience 1988 - 1989
Job Director, Client Services at Fiserv
Industry Financial Services
Experience
Fiserv November 2009 - Present
Assent LLC August 2008 - November 2009
UBS Wealth Management December 2001 - January 2008
UBS Financial Services, Inc. 2002 - 2008
Merrill Lynch April 1990 - December 2001
Dean Witter Reynolds 1988 - 1989
Charles Schwab 1985 - 1988
Skills
Portfolio Management, Program Management, Investments, Financial Services, Equities, Business Analysis, Risk Management, Asset Management, Wealth Management, Finance, Mutual Funds, Strategy, Series 7, Fixed Income, Securities, Relationship Management, Vendor Management, Financial Advisory, Project Management
Education
Monmouth University 1993 — 1995
MBA, Accounting
Rider University 1985 — 1988
B.S., Finance
Franklin High School, Franklin Twp NJ
Fiserv November 2009 - Present
Assent LLC August 2008 - November 2009
UBS Wealth Management December 2001 - January 2008
UBS Financial Services, Inc. 2002 - 2008
Merrill Lynch April 1990 - December 2001
Dean Witter Reynolds 1988 - 1989
Charles Schwab 1985 - 1988
Skills
Portfolio Management, Program Management, Investments, Financial Services, Equities, Business Analysis, Risk Management, Asset Management, Wealth Management, Finance, Mutual Funds, Strategy, Series 7, Fixed Income, Securities, Relationship Management, Vendor Management, Financial Advisory, Project Management
Education
Monmouth University 1993 — 1995
MBA, Accounting
Rider University 1985 — 1988
B.S., Finance
Franklin High School, Franklin Twp NJ
Michael A. Tedesco's Dean Witter Reynolds Experience February 1981 - August 1989
Job Senior Financial Consultant at Invest Financial
Industry Financial Services
Experience
Invest Financial Services June 2009 - Present
Invest Financial June 2009 - Present
North Fork Bank March 2000 - July 2009
Prudential Financial 1990 - 1994
Prudential Financial 1990 - 1994
Dean Witter Reynolds February 1981 - August 1989
Skills
Investments, Series 7, Fixed Annuities, Finance, Asset Management, Equities, Wealth Management, Estate Planning, Banking, Loans, Mortgage Lending, Risk Management, Life Insurance, Consumer Lending, Customer Service, Loan Origination, Credit
Education
Stony Brook University 1972 — 1976
Invest Financial Services June 2009 - Present
Invest Financial June 2009 - Present
North Fork Bank March 2000 - July 2009
Prudential Financial 1990 - 1994
Prudential Financial 1990 - 1994
Dean Witter Reynolds February 1981 - August 1989
Skills
Investments, Series 7, Fixed Annuities, Finance, Asset Management, Equities, Wealth Management, Estate Planning, Banking, Loans, Mortgage Lending, Risk Management, Life Insurance, Consumer Lending, Customer Service, Loan Origination, Credit
Education
Stony Brook University 1972 — 1976
Hilton Sheng's Dean Witter Reynolds Experience October 1986 - June 1987
Job Senior Vice President: Global Head Exchange Cleared Products RJ O'Brien & Associates LLC.
Industry Financial Services
Experience
RJ O'Brien & Associates LLC January 2011 - Present
Hudson Capital Group September 2007 - November 2010
CME Group February 2006 - August 2007
Infinergy Fund July 2005 - February 2006
ABN AMRO Bank N.V. July 2004 - June 2005
UBS July 2003 - June 2004
Refco October 1993 - June 2003
Cargill May 1989 - September 1993
ED&F Man July 1987 - September 1988
Dean Witter Reynolds October 1986 - June 1987
Skills
Options, Commodity, Hedging, Trading, Derivatives, Electronic Trading, Trading Systems, Equities, Financial Markets, Commodity Markets, Hedge Funds, Fixed Income, Market Risk, Market Data, Investment Banking, Trading Strategies, Business Strategy, FINRA, Capital Markets, Equity Derivatives, Microsoft Excel, Investments, Financial Modeling, Mergers & Acquisitions, Negotiation, Risk Management, Alternative Investments, FX Options, Portfolio Management, Brokerage, Securities, Contract Negotiation, Financial Analysis, Management, Proprietary Trading, Structured Products, Currency, Asset Management
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
RJ O'Brien & Associates LLC January 2011 - Present
Hudson Capital Group September 2007 - November 2010
CME Group February 2006 - August 2007
Infinergy Fund July 2005 - February 2006
ABN AMRO Bank N.V. July 2004 - June 2005
UBS July 2003 - June 2004
Refco October 1993 - June 2003
Cargill May 1989 - September 1993
ED&F Man July 1987 - September 1988
Dean Witter Reynolds October 1986 - June 1987
Skills
Options, Commodity, Hedging, Trading, Derivatives, Electronic Trading, Trading Systems, Equities, Financial Markets, Commodity Markets, Hedge Funds, Fixed Income, Market Risk, Market Data, Investment Banking, Trading Strategies, Business Strategy, FINRA, Capital Markets, Equity Derivatives, Microsoft Excel, Investments, Financial Modeling, Mergers & Acquisitions, Negotiation, Risk Management, Alternative Investments, FX Options, Portfolio Management, Brokerage, Securities, Contract Negotiation, Financial Analysis, Management, Proprietary Trading, Structured Products, Currency, Asset Management
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
J David Washington's Dean Witter Reynolds Experience January 1984 - June 1986
Job Providing viable solutions that make a world of difference...
Industry Think Tanks
Experience
Washington Global Management, Inc. September 2013 - Present
Vivere Management Group January 2008 - Present
Washington Global Management, Inc. June 1991 - April 2002
First Baptist Church of Lincoln Gardens 1992 - 2000
Goldman Sachs January 1987 - October 1987
Dean Witter Reynolds January 1984 - June 1986
Skills
Social Media Marketing, Business Development, Marketing Strategy, Marketing, Non-profits, Entrepreneurship, Public Relations, Public Speaking, Strategic Planning, New Business Development, Training, Coaching, Executive Management, Strategic Communications, Venture Capital, Business Strategy, Management Consulting, Fundraising, Management, Strategy, Start-ups, Business Planning, Nonprofits, Research, Small Business, Team Building, Finance, Consulting, Strategic Partnerships, Sales, Leadership, Negotiation, Business Intelligence, Organizational...
Education
New York Institute of Finance 1984 — 1987
Certificate of Completion, Technical Analysis
Pace University - Lubin School of Business
International Business
Pace University - Lubin School of Business
International Business
Washington Global Management, Inc. September 2013 - Present
Vivere Management Group January 2008 - Present
Washington Global Management, Inc. June 1991 - April 2002
First Baptist Church of Lincoln Gardens 1992 - 2000
Goldman Sachs January 1987 - October 1987
Dean Witter Reynolds January 1984 - June 1986
Skills
Social Media Marketing, Business Development, Marketing Strategy, Marketing, Non-profits, Entrepreneurship, Public Relations, Public Speaking, Strategic Planning, New Business Development, Training, Coaching, Executive Management, Strategic Communications, Venture Capital, Business Strategy, Management Consulting, Fundraising, Management, Strategy, Start-ups, Business Planning, Nonprofits, Research, Small Business, Team Building, Finance, Consulting, Strategic Partnerships, Sales, Leadership, Negotiation, Business Intelligence, Organizational...
Education
New York Institute of Finance 1984 — 1987
Certificate of Completion, Technical Analysis
Pace University - Lubin School of Business
International Business
Pace University - Lubin School of Business
International Business
John J. O'Dea's Dean Witter Reynolds Experience May 1984 - February 1999
Job Owner, Strategic World Wide, LLC
Industry Financial Services
Experience
Strategic World Wide, LLC. February 1999 - Present
Strategic World Wide, LLC 1999 - Present
Dean Witter Reynolds May 1984 - February 1999
Skills
Asset Managment, Investments, Asset Management, Hedge Funds
Education
Southern Connecticut State University 1957 — 1961
Strategic World Wide, LLC. February 1999 - Present
Strategic World Wide, LLC 1999 - Present
Dean Witter Reynolds May 1984 - February 1999
Skills
Asset Managment, Investments, Asset Management, Hedge Funds
Education
Southern Connecticut State University 1957 — 1961
Dianne Sergi's Dean Witter Reynolds Experience March 1989 - September 1990
Job Information Technology Services Professional
Industry Information Technology and Services
Experience
Deutsche Bank February 2015 - Present
Pride Technolgies/Consultant for Morgan Stanley June 2010 - July 2013
Merrill Lynch June 1998 - February 2003
Comtex Information Systems & Bankers Trust May 1996 - June 1998
Donaldson, Lufkin & Jenrette September 1993 - May 1996
American Express Company & Lehman Brothers September 1990 - April 1993
Dean Witter Reynolds March 1989 - September 1990
Ebasco Services Incorporated June 1986 - February 1989
Skills
Business Process, Testing, SQL, User Acceptance Testing, Quality Assurance, Business Analysis, SDLC, Test Planning, SharePoint, Project Management, Unix
Education
Pace University 1984 — 1988
BBA, Management Information Systems
Deutsche Bank February 2015 - Present
Pride Technolgies/Consultant for Morgan Stanley June 2010 - July 2013
Merrill Lynch June 1998 - February 2003
Comtex Information Systems & Bankers Trust May 1996 - June 1998
Donaldson, Lufkin & Jenrette September 1993 - May 1996
American Express Company & Lehman Brothers September 1990 - April 1993
Dean Witter Reynolds March 1989 - September 1990
Ebasco Services Incorporated June 1986 - February 1989
Skills
Business Process, Testing, SQL, User Acceptance Testing, Quality Assurance, Business Analysis, SDLC, Test Planning, SharePoint, Project Management, Unix
Education
Pace University 1984 — 1988
BBA, Management Information Systems
Frank DiBenedetto - CRMA's Dean Witter Reynolds Experience 1978 - 1985
Job Manager Enterprise Risk Management at JEA
Industry Utilities
Experience
JEA July 2007 - Present
JEA June 2003 - October 2007
Prudential Financial 1994 - 2002
kidder, Peabody 1988 - 1994
Kidder, Peabody April 1985 - March 1988
Dean Witter Reynolds 1978 - 1985
Skills
Enterprise Risk..., Corporate Governance, Risk Mitigation, Risk Management, Internal Audit, Auditing, Energy, Compliance, Internal Controls, Operational Risk..., Audit, Risk, Risk Assessment, Compliance Audits, Finance, Sarbanes-Oxley, Financial Risk, Strategy
Education
St. Francis College 1973 — 1977
BS, Finance / Business Administration
JEA July 2007 - Present
JEA June 2003 - October 2007
Prudential Financial 1994 - 2002
kidder, Peabody 1988 - 1994
Kidder, Peabody April 1985 - March 1988
Dean Witter Reynolds 1978 - 1985
Skills
Enterprise Risk..., Corporate Governance, Risk Mitigation, Risk Management, Internal Audit, Auditing, Energy, Compliance, Internal Controls, Operational Risk..., Audit, Risk, Risk Assessment, Compliance Audits, Finance, Sarbanes-Oxley, Financial Risk, Strategy
Education
St. Francis College 1973 — 1977
BS, Finance / Business Administration
David Alter's Dean Witter Reynolds Experience 1990 - 1992
Job Director, Strategic Investment Research Group at Prudential Investments
Industry Investment Management
Experience
Prudential Investments July 2011 - Present
Prudential Retirement May 2010 - July 2011
Prudential Retirement May 2006 - May 2010
The Hartford 2006 - 2006
Advest 2003 - 2006
Paine Webber 1994 - 2003
Sanford C. Bernstein 1992 - 1994
Dean Witter Reynolds 1990 - 1992
Skills
Mutual Funds, Investments, Mergers & Acquisitions, Asset Allocation, Analysis, Business Development, Equities, Management, Portfolio Management
Education
The George Washington University 1985 — 1989
BA
Prudential Investments July 2011 - Present
Prudential Retirement May 2010 - July 2011
Prudential Retirement May 2006 - May 2010
The Hartford 2006 - 2006
Advest 2003 - 2006
Paine Webber 1994 - 2003
Sanford C. Bernstein 1992 - 1994
Dean Witter Reynolds 1990 - 1992
Skills
Mutual Funds, Investments, Mergers & Acquisitions, Asset Allocation, Analysis, Business Development, Equities, Management, Portfolio Management
Education
The George Washington University 1985 — 1989
BA
A Rose Ross's Dean Witter Reynolds Experience June 1988 - August 1990
Job Consultant at The Pampered Chef
Industry Arts and Crafts
Experience
The Pampered Chef May 2013 - January 2015
Able Agency, Inc January 1978 - September 1998
Dean Witter Reynolds June 1988 - August 1990
Skills
Photography, Mixed Media, Craft, Digital Photography, Art, Sculpture, Creative Writing, Blogging, Camera, Photoshop, Contemporary Art, Visual Arts, Art Education, Books, Digital Art, Editing, Editorial, Event Planning, Facebook, Fine Art Photography, Graphic Design, Magazines, Microsoft Office, Microsoft Word, Newsletters, Printmaking, Social Media, Social Networking, Web Design, Press Releases, Publishing, Research, Training
Education
Pinellas Technical Education Center-Clearwater 1983 — 1984
Data Processing Tech / Basic Bookkeeping, Data Processing and Data Processing Technology/Technician, Business & Basic Bookkeeping
St Petersburg Catholic High School 1974 — 1978
General, General Studies
The Pampered Chef May 2013 - January 2015
Able Agency, Inc January 1978 - September 1998
Dean Witter Reynolds June 1988 - August 1990
Skills
Photography, Mixed Media, Craft, Digital Photography, Art, Sculpture, Creative Writing, Blogging, Camera, Photoshop, Contemporary Art, Visual Arts, Art Education, Books, Digital Art, Editing, Editorial, Event Planning, Facebook, Fine Art Photography, Graphic Design, Magazines, Microsoft Office, Microsoft Word, Newsletters, Printmaking, Social Media, Social Networking, Web Design, Press Releases, Publishing, Research, Training
Education
Pinellas Technical Education Center-Clearwater 1983 — 1984
Data Processing Tech / Basic Bookkeeping, Data Processing and Data Processing Technology/Technician, Business & Basic Bookkeeping
St Petersburg Catholic High School 1974 — 1978
General, General Studies
Kelly Cunningham, PMP's Dean Witter Reynolds Experience 1985 - 1986
Job Vice President at Wells Fargo
Industry Information Technology and Services
Experience
Wachovia, a Wells Fargo Company 1998 - Present
First Union 1992 - 1998
First Union 1986 - 1992
Dean Witter Reynolds 1985 - 1986
Central Piedmont Community College 1985 - 1985
Education
The George Washington University 2003 — 2005
Masters Certificate, Project Management
University of North Carolina at Chapel Hill 1979 — 1984
Bachelor of Arts, Economics
Wachovia, a Wells Fargo Company 1998 - Present
First Union 1992 - 1998
First Union 1986 - 1992
Dean Witter Reynolds 1985 - 1986
Central Piedmont Community College 1985 - 1985
Education
The George Washington University 2003 — 2005
Masters Certificate, Project Management
University of North Carolina at Chapel Hill 1979 — 1984
Bachelor of Arts, Economics
Dennis Wittekind's Dean Witter Reynolds Experience March 1986 - November 1988
Job Manager Applications Development at MetLife
Industry Information Technology and Services
Experience
MetLife January 2005 - Present
Telecommunications Business Services November 1988 - December 1989
Dean Witter Reynolds March 1986 - November 1988
Education
LIU Post
Biology, Chemistry
MetLife January 2005 - Present
Telecommunications Business Services November 1988 - December 1989
Dean Witter Reynolds March 1986 - November 1988
Education
LIU Post
Biology, Chemistry
John Loffredo's Dean Witter Reynolds Experience August 1989 - May 1991
Job Director HR Systems at PepsiCo
Industry Consumer Goods
Experience
PepsiCo February 2008 - Present
PepsiCo September 2005 - February 2008
PepsiCo July 2001 - September 2005
Land Securities - Trillium Group January 1999 - June 2001
Pepsi Cola Company August 1997 - March 1999
Pepsi Cola Company February 1996 - August 1997
Pepsi Cola Company November 1994 - February 1996
EMI Records Group May 1991 - November 1994
Dean Witter Reynolds August 1989 - May 1991
Skills
Vendor Management, Business Analysis, Cross-functional Team..., Program Management, Management, CRM, Project Planning, Recruiting, Team Building, Business Transformation, Human Resources, Change Management, Business Strategy, Outsourcing, Offshoring, Business Process..., SAP, SAP HR, Business Process, Strategy, SDLC, Leadership, Project Management, Business Intelligence
Education
Queens College 1984 — 1989
BA, Computer Science
PepsiCo February 2008 - Present
PepsiCo September 2005 - February 2008
PepsiCo July 2001 - September 2005
Land Securities - Trillium Group January 1999 - June 2001
Pepsi Cola Company August 1997 - March 1999
Pepsi Cola Company February 1996 - August 1997
Pepsi Cola Company November 1994 - February 1996
EMI Records Group May 1991 - November 1994
Dean Witter Reynolds August 1989 - May 1991
Skills
Vendor Management, Business Analysis, Cross-functional Team..., Program Management, Management, CRM, Project Planning, Recruiting, Team Building, Business Transformation, Human Resources, Change Management, Business Strategy, Outsourcing, Offshoring, Business Process..., SAP, SAP HR, Business Process, Strategy, SDLC, Leadership, Project Management, Business Intelligence
Education
Queens College 1984 — 1989
BA, Computer Science
Joey Rosado's Dean Witter Reynolds Experience 1993 - 1995
Job Assistant Vice President; Specialist Securities at Banc of America Securities
Industry Investment Banking
Experience
Banc of America Securities June 2000 - September 2012
Bank of America 2000 - September 2012
Banc of America Securities 2000 - 2012
Oscar Gruss 1999 - 2000
Dean Witter Reynolds 1993 - 1995
Dean Witter Reynolds 1993 - 1995
Skills
Equities, Bloomberg, Securities, Trading, Trading Systems, Mutual Funds, Middle Office, Electronic Trading, Capital Markets, Financial Services
Education
Kingsborough Community College 1995 — 1997
A.A.S., Fashion Buying and Merchandising
Banc of America Securities June 2000 - September 2012
Bank of America 2000 - September 2012
Banc of America Securities 2000 - 2012
Oscar Gruss 1999 - 2000
Dean Witter Reynolds 1993 - 1995
Dean Witter Reynolds 1993 - 1995
Skills
Equities, Bloomberg, Securities, Trading, Trading Systems, Mutual Funds, Middle Office, Electronic Trading, Capital Markets, Financial Services
Education
Kingsborough Community College 1995 — 1997
A.A.S., Fashion Buying and Merchandising
Robert A. Ennis's Dean Witter Reynolds Experience September 1987 - March 1991
Job Senior Vice President, Sales at NFP
Industry Insurance
Experience
NFP September 2014 - Present
Andreini & Company August 2007 - August 2014
UnitedHealth Group June 2006 - August 2008
Delta Dental Plan of California April 1991 - May 2006
Dean Witter Reynolds September 1987 - March 1991
Skills
Employee Benefits, Health Insurance, Insurance, Underwriting, Marketing Strategy, Disability Insurance, Brokers, Strategic Planning, Management, Account Management, Sales, Customer Service, Health Savings Accounts, Property & Casualty..., Leadership, New Business Development, Dentistry, Legal Liability, Commercial Insurance, Workers Compensation, Professional Liability, Life Insurance
Education
St. Mary's College of California 1984 — 1987
B.S., Economics & Business Administration
St. Ignatius College Preparatory 1979 — 1982
Diploma, High School
NFP September 2014 - Present
Andreini & Company August 2007 - August 2014
UnitedHealth Group June 2006 - August 2008
Delta Dental Plan of California April 1991 - May 2006
Dean Witter Reynolds September 1987 - March 1991
Skills
Employee Benefits, Health Insurance, Insurance, Underwriting, Marketing Strategy, Disability Insurance, Brokers, Strategic Planning, Management, Account Management, Sales, Customer Service, Health Savings Accounts, Property & Casualty..., Leadership, New Business Development, Dentistry, Legal Liability, Commercial Insurance, Workers Compensation, Professional Liability, Life Insurance
Education
St. Mary's College of California 1984 — 1987
B.S., Economics & Business Administration
St. Ignatius College Preparatory 1979 — 1982
Diploma, High School
Larry Rehmer's Dean Witter Reynolds Experience June 1987 - January 1989
Job Financial Services Professional
Industry Financial Services
Experience
Academy Securities February 2009 - January 2012
Knight Capital Group January 2003 - May 2007
Robertson Stephens January 1997 - April 2002
Cowen and Company January 1989 - November 1996
Dean Witter Reynolds June 1987 - January 1989
Skills
Equity Trading, Investments, Trading, Bloomberg, Series 24, Series 7, Securities, Equities, Hedge Funds, Series 63, Sales, Management, FINRA, ETFs, Options, Trading Systems, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1987
Finance, Economics
Academy Securities February 2009 - January 2012
Knight Capital Group January 2003 - May 2007
Robertson Stephens January 1997 - April 2002
Cowen and Company January 1989 - November 1996
Dean Witter Reynolds June 1987 - January 1989
Skills
Equity Trading, Investments, Trading, Bloomberg, Series 24, Series 7, Securities, Equities, Hedge Funds, Series 63, Sales, Management, FINRA, ETFs, Options, Trading Systems, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1987
Finance, Economics
Marshall B. Simmons's Dean Witter Reynolds Experience November 1984 - December 1993
Job Owner, Financial Investment $trategies
Industry Investment Management
Experience
Financial Investment $trategies January 1998 - Present
Kappa Alpha Psi Fraternity Inc. June 1991 - June 2000
Financial Network Investment Corporation January 1994 - December 1997
Dean Witter Reynolds November 1984 - December 1993
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Investments, Portfolio Management, Strategic Planning, Budgets, Asset Allocation
Education
Morgan State University 1967 — 1971
B.S., Business Adm.
Morgan State University
Financial Investment $trategies January 1998 - Present
Kappa Alpha Psi Fraternity Inc. June 1991 - June 2000
Financial Network Investment Corporation January 1994 - December 1997
Dean Witter Reynolds November 1984 - December 1993
Skills
Strategic Financial..., Retirement Planning, Financial Analysis, Investments, Portfolio Management, Strategic Planning, Budgets, Asset Allocation
Education
Morgan State University 1967 — 1971
B.S., Business Adm.
Morgan State University
Betsy Mayer's Dean Witter Reynolds Experience 1989 - 1997
Job SVP at Newedge USA LLC
Industry Banking
Experience
Newedge USA LLC 2008 - Present
Calyon Financial 2004 - 2008
Carr Futures 1997 - 2004
Dean Witter Reynolds 1989 - 1997
LIT- Shatkin 1988 - 1989
Chicago Mercantile Exchange 1987 - 1988
Swiss Bank 1986 - 1987
Federal Reserve Bank of Chicago 1981 - 1986
GTE Sylvania 1979 - 1981
Dun and Bradstreet 1977 - 1979
Skills
Finance, Credit
Education
St. Joseph's College (IN) 1972 — 1976
BS, Finance
Newedge USA LLC 2008 - Present
Calyon Financial 2004 - 2008
Carr Futures 1997 - 2004
Dean Witter Reynolds 1989 - 1997
LIT- Shatkin 1988 - 1989
Chicago Mercantile Exchange 1987 - 1988
Swiss Bank 1986 - 1987
Federal Reserve Bank of Chicago 1981 - 1986
GTE Sylvania 1979 - 1981
Dun and Bradstreet 1977 - 1979
Skills
Finance, Credit
Education
St. Joseph's College (IN) 1972 — 1976
BS, Finance
Paul Lenihan's Dean Witter Reynolds Experience November 1987 - August 1989
Job Supervisory Analyst at CLSA
Industry Financial Services
Experience
CLSA April 2005 - Present
Commerzbank AG 1998 - November 2004
UBS November 1996 - October 1998
Lehman Brothers August 1993 - September 1996
Freelance Writer August 1989 - August 1993
Dean Witter Reynolds November 1987 - August 1989
Merrill Lynch December 1982 - November 1987
Freelance Editor September 1980 - October 1982
Arthur Young August 1979 - August 1980
Education
Sarah Lawrence College 1975 — 1979
Bachelor of Arts (B.A.), Writing; fiction
CLSA April 2005 - Present
Commerzbank AG 1998 - November 2004
UBS November 1996 - October 1998
Lehman Brothers August 1993 - September 1996
Freelance Writer August 1989 - August 1993
Dean Witter Reynolds November 1987 - August 1989
Merrill Lynch December 1982 - November 1987
Freelance Editor September 1980 - October 1982
Arthur Young August 1979 - August 1980
Education
Sarah Lawrence College 1975 — 1979
Bachelor of Arts (B.A.), Writing; fiction
Christopher Carnesale's Dean Witter Reynolds Experience February 1983 - April 1984
Job Controller/Operations Manager/Fund Accounting
Industry Financial Services
Experience
Rosebrook Capital Partners LLC April 2011 - September 2012
State Street January 2011 - March 2011
Manalapan Oracle Advisers November 2009 - December 2010
Kenmar Investment Management January 2004 - May 2009
Parker Global Strategies June 1997 - December 2004
RXR Capital Management March 1989 - June 1997
The Millburn Corporation April 1984 - March 1989
Dean Witter Reynolds February 1983 - April 1984
Skills
Alternative Investments, Equities, Fund Of Funds, Hedge Funds, Asset Managment, Managed Futures, Series 3, Fund Accounting, Separately Managed..., Valuations, Special Purpose Vehicles, Commodity, Investments, FINRA, Auditing, Mutual Funds, Asset Allocation, Series 7, Investor Relations, Trading, Due Diligence, Finance, Banking, Investment Strategies, Options, Fixed Income, Investment Management, Financial Risk, Valuation, Portfolio Management, Bloomberg, Internal Controls, Securities, Derivatives, Risk Management, Financial Services, Accounting
Education
State University of New York College at Cortland 1978 — 1983
BA, Finance
Rosebrook Capital Partners LLC April 2011 - September 2012
State Street January 2011 - March 2011
Manalapan Oracle Advisers November 2009 - December 2010
Kenmar Investment Management January 2004 - May 2009
Parker Global Strategies June 1997 - December 2004
RXR Capital Management March 1989 - June 1997
The Millburn Corporation April 1984 - March 1989
Dean Witter Reynolds February 1983 - April 1984
Skills
Alternative Investments, Equities, Fund Of Funds, Hedge Funds, Asset Managment, Managed Futures, Series 3, Fund Accounting, Separately Managed..., Valuations, Special Purpose Vehicles, Commodity, Investments, FINRA, Auditing, Mutual Funds, Asset Allocation, Series 7, Investor Relations, Trading, Due Diligence, Finance, Banking, Investment Strategies, Options, Fixed Income, Investment Management, Financial Risk, Valuation, Portfolio Management, Bloomberg, Internal Controls, Securities, Derivatives, Risk Management, Financial Services, Accounting
Education
State University of New York College at Cortland 1978 — 1983
BA, Finance
Richard Nadal's Dean Witter Reynolds Experience May 1983 - March 1993
Job Commercial and Residential Sales Associate
Industry Financial Services
Experience
Berkshire Hathaway Home Services New Jersey January 2015 - Present
Legg Mason May 2007 - August 2009
Citigroup May 2004 - May 2007
Citigroup Asset Mangement March 1993 - November 2002
Dean Witter Reynolds May 1983 - March 1993
Dean Witter Reynolds May 1983 - March 1993
Macro International 1978 - 1981
Skills
Vendor Management, Product Management, Project Management, Fund Services, Mutual Funds, Financial Services, Transfer Agency, FINRA, Asset Managment, Fixed Income, Financial Markets, Banking, Capital Markets, Asset Management, Finance, Investments, Portfolio Management, Program Management, Securities, Middle Office
Education
Pace University - Lubin School of Business 1976 — 1982
BBA, Business Law / International Marketing
Cathedral Prep 1972 — 1976
Berkshire Hathaway Home Services New Jersey January 2015 - Present
Legg Mason May 2007 - August 2009
Citigroup May 2004 - May 2007
Citigroup Asset Mangement March 1993 - November 2002
Dean Witter Reynolds May 1983 - March 1993
Dean Witter Reynolds May 1983 - March 1993
Macro International 1978 - 1981
Skills
Vendor Management, Product Management, Project Management, Fund Services, Mutual Funds, Financial Services, Transfer Agency, FINRA, Asset Managment, Fixed Income, Financial Markets, Banking, Capital Markets, Asset Management, Finance, Investments, Portfolio Management, Program Management, Securities, Middle Office
Education
Pace University - Lubin School of Business 1976 — 1982
BBA, Business Law / International Marketing
Cathedral Prep 1972 — 1976
Phillip Schemel's Dean Witter Reynolds Experience January 1982 - January 1987
Job Schemco, LLC
Industry Banking
Experience
Schemco, LLC September 2009 - Present
Societe Generale 1991 - 2009
Citicorp Investment Bank January 1988 - January 1991
Dean Witter Reynolds January 1982 - January 1987
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Investment Banking, Credit Derivatives, Trading, Interest Rate..., Hedge Funds, Structured Finance, Equities, Options, Asset Managment, Risk Management, Financial Markets, Bonds, Financial Modeling, FX Options, Portfolio Management, Valuation, Bloomberg, Corporate Finance, Alternative Investments, Hedging, Mutual Funds, Asset Management, Currency, Financial Services, Investment Management, Equity Derivatives, Rates, Financial Structuring
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Wisconsin-Madison 1978 — 1982
BA, Economics and Political Science
Schemco, LLC September 2009 - Present
Societe Generale 1991 - 2009
Citicorp Investment Bank January 1988 - January 1991
Dean Witter Reynolds January 1982 - January 1987
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Investment Banking, Credit Derivatives, Trading, Interest Rate..., Hedge Funds, Structured Finance, Equities, Options, Asset Managment, Risk Management, Financial Markets, Bonds, Financial Modeling, FX Options, Portfolio Management, Valuation, Bloomberg, Corporate Finance, Alternative Investments, Hedging, Mutual Funds, Asset Management, Currency, Financial Services, Investment Management, Equity Derivatives, Rates, Financial Structuring
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Wisconsin-Madison 1978 — 1982
BA, Economics and Political Science
Dawn Sturges's Dean Witter Reynolds Experience 1989 - 1990
Job Director New York Campus Strategy & Allocation Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2013 - Present
Credit Suisse January 2012 - January 2013
Credit Suisse January 2007 - January 2012
Credit Suisse January 2004 - January 2007
Credit Suisse January 2000 - January 2004
Reliance National June 1990 - December 2000
Dean Witter Reynolds 1989 - 1990
Skills
Investment Banking, Equities, Trading Systems, Corporate Finance, Vendor Management, Process Improvement, Project Management, Risk Management, Disaster Recovery, Budgets, Business Analysis, PMO, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Business Process...
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Advanced Technical Studies with emphasis in management and speech communication
Southern Illinois University, Carbondale
Associate of Applied Science, Business Administration
Credit Suisse January 2013 - Present
Credit Suisse January 2012 - January 2013
Credit Suisse January 2007 - January 2012
Credit Suisse January 2004 - January 2007
Credit Suisse January 2000 - January 2004
Reliance National June 1990 - December 2000
Dean Witter Reynolds 1989 - 1990
Skills
Investment Banking, Equities, Trading Systems, Corporate Finance, Vendor Management, Process Improvement, Project Management, Risk Management, Disaster Recovery, Budgets, Business Analysis, PMO, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Business Process...
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Advanced Technical Studies with emphasis in management and speech communication
Southern Illinois University, Carbondale
Associate of Applied Science, Business Administration
Jilda Hoffman's Dean Witter Reynolds Experience August 1979 - June 1987
Job Business Owner
Industry E-Learning
Experience
Artown May 2013 - July 2013
Kailua Intermediate 1996 - 2009
Niu Valley Intermediate School August 1994 - June 1996
McKinley High School September 1993 - June 1994
Dean Witter Reynolds August 1979 - June 1987
Skills
Curriculum Design, Curriculum Development, Guest Lecturing, Financial Management..., Small Business..., Sales, Acting, Copy Editing, Teaching English as a..., Teacher Training, Language Teaching, Teaching Writing, Interdisciplinary..., E-Learning
Education
University of Oregon 1973 — 1974
M.A., Comparative Literature
Stanford University 1968 — 1969
M.A., Education- Secondary
Stanford University 1964 — 1968
B.A., English, Creative Writing
Harvard University 1966 — 1966
Special one Quarter Program
Escola Graduada de Sao Paulo, Brazil 1953 — 1964
Diploma, Grades 2-8, 10-12
Westlake School for Girls 1960 — 1961
Artown May 2013 - July 2013
Kailua Intermediate 1996 - 2009
Niu Valley Intermediate School August 1994 - June 1996
McKinley High School September 1993 - June 1994
Dean Witter Reynolds August 1979 - June 1987
Skills
Curriculum Design, Curriculum Development, Guest Lecturing, Financial Management..., Small Business..., Sales, Acting, Copy Editing, Teaching English as a..., Teacher Training, Language Teaching, Teaching Writing, Interdisciplinary..., E-Learning
Education
University of Oregon 1973 — 1974
M.A., Comparative Literature
Stanford University 1968 — 1969
M.A., Education- Secondary
Stanford University 1964 — 1968
B.A., English, Creative Writing
Harvard University 1966 — 1966
Special one Quarter Program
Escola Graduada de Sao Paulo, Brazil 1953 — 1964
Diploma, Grades 2-8, 10-12
Westlake School for Girls 1960 — 1961
Holly Witty Reimel's Dean Witter Reynolds Experience 1987 - 1989
Job Client Partner at FranklinCovey
Industry Management Consulting
Experience
FranklinCovey February 2014 - Present
Bucks County Redesigns 2002 - 2014
Delaware Investments 1994 - 2000
OppenheimerFunds 1989 - 1994
Dean Witter Reynolds 1987 - 1989
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Night time MBA Program
Rutgers University-New Brunswick
Bachelor's Degree, Finance
Sorbonne University
FranklinCovey February 2014 - Present
Bucks County Redesigns 2002 - 2014
Delaware Investments 1994 - 2000
OppenheimerFunds 1989 - 1994
Dean Witter Reynolds 1987 - 1989
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Night time MBA Program
Rutgers University-New Brunswick
Bachelor's Degree, Finance
Sorbonne University
Mike Donohue's Dean Witter Reynolds Experience November 1979 - September 1982
Job Vice President/Chief Operating Officer Mainstream Investors LLC
Industry Oil & Energy
Experience
Mainstream Investors LLC October 2012 - Present
Smith Barney (most recently, Morgan Stanley Smith Barney) September 1982 - January 2010
EF Hutton September 1982 - February 1988
Dean Witter Reynolds November 1979 - September 1982
Skills
Risk Management, Sales Management, Recruiting, People Skills, Energy, Business Strategy, Investments, Sales Process, P&L Responsibility, Full P&L Responsibility, Performance Management, Oil/Gas, Small Business, Training, Coaching, Asset Allocation, Relationship Management, Leadership, Wealth Management, Executive Management, Management, Alternative Investments, Portfolio Management, Investment Advisory, Retirement, Investment Management, Investment Strategies, FINRA, Equities, Wealth Management..., Wealth, Sales, Consulting, Private Equity, Investor Relations, Strategy, Strategic Leadership, P, Oil, Strategic Planning, Petroleum
Education
Minot State University 1976 — 1979
Environmental Science/Pre-Med
Northern Burlington County Regional HS 1969 — 1973
HS Diploma, college prep
Bluefield College
Biology, General
Mainstream Investors LLC October 2012 - Present
Smith Barney (most recently, Morgan Stanley Smith Barney) September 1982 - January 2010
EF Hutton September 1982 - February 1988
Dean Witter Reynolds November 1979 - September 1982
Skills
Risk Management, Sales Management, Recruiting, People Skills, Energy, Business Strategy, Investments, Sales Process, P&L Responsibility, Full P&L Responsibility, Performance Management, Oil/Gas, Small Business, Training, Coaching, Asset Allocation, Relationship Management, Leadership, Wealth Management, Executive Management, Management, Alternative Investments, Portfolio Management, Investment Advisory, Retirement, Investment Management, Investment Strategies, FINRA, Equities, Wealth Management..., Wealth, Sales, Consulting, Private Equity, Investor Relations, Strategy, Strategic Leadership, P, Oil, Strategic Planning, Petroleum
Education
Minot State University 1976 — 1979
Environmental Science/Pre-Med
Northern Burlington County Regional HS 1969 — 1973
HS Diploma, college prep
Bluefield College
Biology, General
Brij Chawla's Dean Witter Reynolds Experience August 1988 - June 1989
Job Sales and Marketing Manager at Occupational Center Of Union County
Industry Nonprofit Organization Management
Experience
Occupational Center Of Union County February 2015 - Present
Reliable Envelope and Graphics, Inc. April 2012 - January 2015
National Envelope March 2009 - March 2012
National Envelope September 1998 - November 2008
National Envelope September 1996 - September 1998
National Envelope July 1994 - September 1996
BT Summit Office Products June 1989 - July 1994
Dean Witter Reynolds August 1988 - June 1989
Airline Stationery Company September 1985 - August 1988
Skills
Sales Management, Negotiation, Strategic Planning, Customer Service, Direct Mail, Problem Solving, Manufacturing, Team Building, Offset Printing, Key Account Management, Digital Printing, Envelopes, Print Management, Pricing, Sales, Inventory Control, Customer Satisfaction, Account Management, B2B, Leadership, Continuous Improvement, Salesforce.com, Selling, Flexo, Packaging, Print On Demand, Direct Marketing, Color Management, Variable Data Printing, Marketing Strategy, Team Leadership, Dynamics, Paper Industry, Bindery, Labels, Proof, Wide Format Printing, Corrugated, Sales Process, Folding Cartons, Corporate Gifts, Trade Shows, Direct Sales, Cold Calling, Marketing, Sales Presentations, Sales Operations, Lead Generation, Solution Selling, P&L Management
Education
Long Island University, Brooklyn Campus
Bachelor’s Degree, Marketing
Occupational Center Of Union County February 2015 - Present
Reliable Envelope and Graphics, Inc. April 2012 - January 2015
National Envelope March 2009 - March 2012
National Envelope September 1998 - November 2008
National Envelope September 1996 - September 1998
National Envelope July 1994 - September 1996
BT Summit Office Products June 1989 - July 1994
Dean Witter Reynolds August 1988 - June 1989
Airline Stationery Company September 1985 - August 1988
Skills
Sales Management, Negotiation, Strategic Planning, Customer Service, Direct Mail, Problem Solving, Manufacturing, Team Building, Offset Printing, Key Account Management, Digital Printing, Envelopes, Print Management, Pricing, Sales, Inventory Control, Customer Satisfaction, Account Management, B2B, Leadership, Continuous Improvement, Salesforce.com, Selling, Flexo, Packaging, Print On Demand, Direct Marketing, Color Management, Variable Data Printing, Marketing Strategy, Team Leadership, Dynamics, Paper Industry, Bindery, Labels, Proof, Wide Format Printing, Corrugated, Sales Process, Folding Cartons, Corporate Gifts, Trade Shows, Direct Sales, Cold Calling, Marketing, Sales Presentations, Sales Operations, Lead Generation, Solution Selling, P&L Management
Education
Long Island University, Brooklyn Campus
Bachelor’s Degree, Marketing
Harold Bean's Dean Witter Reynolds Experience December 1985 - July 1992
Job
Industry Financial Services
Experience
Frasca & Associates, L.L.C. March 2013 - Present
Jefferies LLC March 2009 - March 2013
DEPFA First Albany September 2008 - March 2009
Citi August 2004 - June 2008
First Albany Capital March 2000 - August 2004
UBS Investment Bank August 1997 - March 2000
Dillon Read & Company July 1992 - August 1997
Dean Witter Reynolds December 1985 - July 1992
Education
State University of New York at Albany 1983 — 1985
Master of Business Administration (MBA), Finance, General
Ithaca College 1978 — 1982
Bachelor of Science (BS), Cinema and Photography
Frasca & Associates, L.L.C. March 2013 - Present
Jefferies LLC March 2009 - March 2013
DEPFA First Albany September 2008 - March 2009
Citi August 2004 - June 2008
First Albany Capital March 2000 - August 2004
UBS Investment Bank August 1997 - March 2000
Dillon Read & Company July 1992 - August 1997
Dean Witter Reynolds December 1985 - July 1992
Education
State University of New York at Albany 1983 — 1985
Master of Business Administration (MBA), Finance, General
Ithaca College 1978 — 1982
Bachelor of Science (BS), Cinema and Photography
William planz's Dean Witter Reynolds Experience June 1987 - January 1997
Job Security and Investigations Professional
Industry Security and Investigations
Experience
Lindy's car service August 2005 - May 2008
4 ones car service September 2003 - August 2005
Option One January 2000 - September 2002
Boeing Commercial Airplanes March 1997 - October 1999
Dean Witter Reynolds June 1987 - January 1997
Education
Monroe Community College 2003 — 2003
business management
LaGuardia Community College 1984 — 1986
business management
Lindy's car service August 2005 - May 2008
4 ones car service September 2003 - August 2005
Option One January 2000 - September 2002
Boeing Commercial Airplanes March 1997 - October 1999
Dean Witter Reynolds June 1987 - January 1997
Education
Monroe Community College 2003 — 2003
business management
LaGuardia Community College 1984 — 1986
business management
Bob Hilgers's Dean Witter Reynolds Experience 1994 - 1999
Job Expereinced Credit Repair Councelor
Industry Financial Services
Experience
The Credit Clinic August 2012 - Present
Fresh Start Credit Credit Clinic 1999 - 2012
Dean Witter Reynolds 1994 - 1999
Skills
Accounting
Education
Millikin University 1970 — 1974
Bachelor of Science (BS), Accounting
The Credit Clinic August 2012 - Present
Fresh Start Credit Credit Clinic 1999 - 2012
Dean Witter Reynolds 1994 - 1999
Skills
Accounting
Education
Millikin University 1970 — 1974
Bachelor of Science (BS), Accounting
Scott McLaughlin's Dean Witter Reynolds Experience July 1995 - May 1996
Job Global Internal Communications Director at Nike
Industry Public Relations and Communications
Experience
Nike June 2015 - Present
Nike December 2013 - June 2015
Waggener Edstrom June 2006 - December 2013
Intel May 1999 - May 2006
Waggener Edstrom May 1996 - April 1999
Dean Witter Reynolds July 1995 - May 1996
Mosby Great Performance May 1994 - July 1995
Stryker Endoscopy July 1993 - March 1994
Skills
Corporate Communications, Crisis Communications, Media Relations, Public Relations, Strategic Communications, Social Media, Blogging, Content Strategy, Analyst Relations, Strategy, Social Media Marketing, Digital Media, Press Releases, Internal Communications
Education
Santa Clara University 1989 — 1993
BS, Business, Marketing, German
Nike June 2015 - Present
Nike December 2013 - June 2015
Waggener Edstrom June 2006 - December 2013
Intel May 1999 - May 2006
Waggener Edstrom May 1996 - April 1999
Dean Witter Reynolds July 1995 - May 1996
Mosby Great Performance May 1994 - July 1995
Stryker Endoscopy July 1993 - March 1994
Skills
Corporate Communications, Crisis Communications, Media Relations, Public Relations, Strategic Communications, Social Media, Blogging, Content Strategy, Analyst Relations, Strategy, Social Media Marketing, Digital Media, Press Releases, Internal Communications
Education
Santa Clara University 1989 — 1993
BS, Business, Marketing, German
David Ketter's Dean Witter Reynolds Experience 1996 - 1997
Job Experienced Financial Industry Professional
Industry Financial Services
Experience
Financial Engines April 2014 - Present
Charles Schwab June 1997 - March 2010
Dean Witter Reynolds 1996 - 1997
DJK Capital Management 1986 - 1996
DST Systems 1988 - 1989
Shearson Lehman Brothers 1987 - 1987
Melvin P Ketter CPA, PC 1982 - 1987
IBM 1982 - 1982
Skills
Fixed Income, Portfolio Management, Investments, Trading, Mutual Funds, Finance, Relationship Management, Team Building, Accounting, Equities, Securities, Wealth Management, Asset Allocation, Bloomberg, Financial Services, Alternative Investments, Series 7
Education
Marquette University
BA, Economics
Bishop LeBlond High School
Financial Engines April 2014 - Present
Charles Schwab June 1997 - March 2010
Dean Witter Reynolds 1996 - 1997
DJK Capital Management 1986 - 1996
DST Systems 1988 - 1989
Shearson Lehman Brothers 1987 - 1987
Melvin P Ketter CPA, PC 1982 - 1987
IBM 1982 - 1982
Skills
Fixed Income, Portfolio Management, Investments, Trading, Mutual Funds, Finance, Relationship Management, Team Building, Accounting, Equities, Securities, Wealth Management, Asset Allocation, Bloomberg, Financial Services, Alternative Investments, Series 7
Education
Marquette University
BA, Economics
Bishop LeBlond High School
Lisa Kiszka's Dean Witter Reynolds Experience 1984 - 1986
Job Independent Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
Shannon & Luchs 1988 - 1990
JMB Realty Corporation 1985 - 1987
Dean Witter Reynolds 1984 - 1986
Education
Mount St. Mary's University 1979 — 1983
Bachelor of Science, Business and Finance
Shannon & Luchs 1988 - 1990
JMB Realty Corporation 1985 - 1987
Dean Witter Reynolds 1984 - 1986
Education
Mount St. Mary's University 1979 — 1983
Bachelor of Science, Business and Finance
Adrian Coard's Dean Witter Reynolds Experience October 1987 - April 1992
Job Corporate Actions Specialist
Industry Financial Services
Experience
RtEc INTERNATIONAL LLC June 2009 - Present
RTEC International LLC June 2009 - 2012
DEUTSCHE BANK SECURITIES INC May 1997 - July 2009
Deutsche Bank Securities Inc. May 1997 - June 2009
Deutsche Bank Securities Inc May 1997 - June 2009
Deutsche Bank Securities February 1997 - June 2009
Bear Stearns October 1996 - May 1997
OPPENHEIMER April 1994 - October 1996
WATERHOUSE SECURITIES April 1992 - April 1994
DEAN WITTER REYNOLDS October 1987 - April 1992
Skills
Mergers, Corporate Actions, Equities, DTC, Settlements, Securities Lending, Prime Brokerage, Securities, Middle Office, Back Office, Client Service, Customer Relations, Excel, PowerPoint, Bonds, Problem Solving, Microsoft Office, Compliance
Education
City College of New York
Political Science
City College of New York
B.A, Political Science
Kingsborough Community College
New York Institute of Finance
RtEc INTERNATIONAL LLC June 2009 - Present
RTEC International LLC June 2009 - 2012
DEUTSCHE BANK SECURITIES INC May 1997 - July 2009
Deutsche Bank Securities Inc. May 1997 - June 2009
Deutsche Bank Securities Inc May 1997 - June 2009
Deutsche Bank Securities February 1997 - June 2009
Bear Stearns October 1996 - May 1997
OPPENHEIMER April 1994 - October 1996
WATERHOUSE SECURITIES April 1992 - April 1994
DEAN WITTER REYNOLDS October 1987 - April 1992
Skills
Mergers, Corporate Actions, Equities, DTC, Settlements, Securities Lending, Prime Brokerage, Securities, Middle Office, Back Office, Client Service, Customer Relations, Excel, PowerPoint, Bonds, Problem Solving, Microsoft Office, Compliance
Education
City College of New York
Political Science
City College of New York
B.A, Political Science
Kingsborough Community College
New York Institute of Finance
Christopher Langguth CMT's Dean Witter Reynolds Experience June 1988 - June 1989
Job Owner at Technichris Corporation
Industry Mining & Metals
Experience
Technichris Corporation October 2000 - Present
Mitsui Bussan Commodities 1992 - 2000
Merrill Lynch 1989 - 1992
Dean Witter Reynolds June 1988 - June 1989
Paine Webber January 1987 - June 1988
E F Hutton January 1986 - January 1987
Non Ferrous Intl. subsidary of Mitsubishi International March 1984 - January 1986
Gill & Duffus Commodities September 1983 - March 1984
Johnson Matthey & Wallace March 1983 - September 1983
Drexel Burnham Lambert 1978 - 1983
Skills
Commodity, Metals, Aluminum, Hedging, Mining, Trading, Gold, Commodity Markets, Steel, Minerals, Options, Derivatives, Metallurgy, Coal, Risk Management, Business Strategy, International Trade, Negotiation, Hedge Funds, Investments, International Business, Base Metals, Bonds, Precious Metals, Technical Analysis, Financial Risk, Brokerage, Finance, Trading Systems, Financial Markets, Alternative Investments, FX Options, Capital Markets, Investment Banking, Private Equity, Equities, Due Diligence, Asset Management, Valuation, Corporate Finance, Financial Modeling, Fixed Income, Securities, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Traders, Economics, Proprietary Trading, Portfolio Management
Education
NYU 1966 — 1971
Bachelor of Science
New York University 1966 — 1971
Bachelor of Science (B.S.), Accounting
Technichris Corporation October 2000 - Present
Mitsui Bussan Commodities 1992 - 2000
Merrill Lynch 1989 - 1992
Dean Witter Reynolds June 1988 - June 1989
Paine Webber January 1987 - June 1988
E F Hutton January 1986 - January 1987
Non Ferrous Intl. subsidary of Mitsubishi International March 1984 - January 1986
Gill & Duffus Commodities September 1983 - March 1984
Johnson Matthey & Wallace March 1983 - September 1983
Drexel Burnham Lambert 1978 - 1983
Skills
Commodity, Metals, Aluminum, Hedging, Mining, Trading, Gold, Commodity Markets, Steel, Minerals, Options, Derivatives, Metallurgy, Coal, Risk Management, Business Strategy, International Trade, Negotiation, Hedge Funds, Investments, International Business, Base Metals, Bonds, Precious Metals, Technical Analysis, Financial Risk, Brokerage, Finance, Trading Systems, Financial Markets, Alternative Investments, FX Options, Capital Markets, Investment Banking, Private Equity, Equities, Due Diligence, Asset Management, Valuation, Corporate Finance, Financial Modeling, Fixed Income, Securities, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Traders, Economics, Proprietary Trading, Portfolio Management
Education
NYU 1966 — 1971
Bachelor of Science
New York University 1966 — 1971
Bachelor of Science (B.S.), Accounting
Peter Bruni's Dean Witter Reynolds Experience January 1985 - January 1987
Job Partner at 36 Essex Rd Limited Partnership
Industry Facilities Services
Experience
36 Essex Rd Limited Partnership January 2002 - Present
The Govenor's Academy November 2009 - December 2011
Bruni Farm Inc January 1987 - January 2011
The Governor's Academy 2009 - 2011
Dean Witter Reynolds January 1985 - January 1987
Education
Southern New Hampshire University 1980 — 1984
Bachelor of Science, Business Management
36 Essex Rd Limited Partnership January 2002 - Present
The Govenor's Academy November 2009 - December 2011
Bruni Farm Inc January 1987 - January 2011
The Governor's Academy 2009 - 2011
Dean Witter Reynolds January 1985 - January 1987
Education
Southern New Hampshire University 1980 — 1984
Bachelor of Science, Business Management
Lisa Rodkin's Dean Witter Reynolds Experience 1990 - 1991
Job at
Industry Automotive
Experience
Nissan Canada Inc. February 2015 - Present
Mazda Canada Inc September 2013 - Present
Mazda Canada Inc 2008 - August 2013
Mazda Canada Inc 2006 - 2008
Mazda Canada Inc 2003 - 2006
Mazda Canada Inc 2001 - 2003
Mazda Canada Inc 1997 - 2001
Mazda Canada Inc 1996 - 1997
Mazda Canada Inc 1992 - 1996
Dean Witter Reynolds 1990 - 1991
Skills
Customer Retention, Automotive, Customer Satisfaction, Problem Solving, Automobile, Vehicles, Sales Management, Sales Operations, Pricing, Inventory Management, Forecasting, Negotiation, Profit, Marketing Strategy, Training, Sales, Cross-functional Team..., Team Building, Competitive Analysis, Mazda, Coaching, Strategic Planning, Account Management, Business Planning, Business Strategy, Customer Service, Marketing, Project Planning, Sales Process, Team Leadership, Team Management
Education
York University 1998 — 2001
BAS, Business Administration, Economics, Marketing
C.G.A 1990 — 1991
4th Level, Accounting and Finance
Seneca College of Applied Arts and Technology 1987 — 1990
Accounting and Finance
Nissan Canada Inc. February 2015 - Present
Mazda Canada Inc September 2013 - Present
Mazda Canada Inc 2008 - August 2013
Mazda Canada Inc 2006 - 2008
Mazda Canada Inc 2003 - 2006
Mazda Canada Inc 2001 - 2003
Mazda Canada Inc 1997 - 2001
Mazda Canada Inc 1996 - 1997
Mazda Canada Inc 1992 - 1996
Dean Witter Reynolds 1990 - 1991
Skills
Customer Retention, Automotive, Customer Satisfaction, Problem Solving, Automobile, Vehicles, Sales Management, Sales Operations, Pricing, Inventory Management, Forecasting, Negotiation, Profit, Marketing Strategy, Training, Sales, Cross-functional Team..., Team Building, Competitive Analysis, Mazda, Coaching, Strategic Planning, Account Management, Business Planning, Business Strategy, Customer Service, Marketing, Project Planning, Sales Process, Team Leadership, Team Management
Education
York University 1998 — 2001
BAS, Business Administration, Economics, Marketing
C.G.A 1990 — 1991
4th Level, Accounting and Finance
Seneca College of Applied Arts and Technology 1987 — 1990
Accounting and Finance
Raymond Andy Widmer's Dean Witter Reynolds Experience January 1993 - October 1993
Job Postal Solutions Representitive
Industry Printing
Experience
Quad/Graphics February 2013 - Present
Nissan North America March 1996 - June 2012
Andy’s Computer June 2004 - April 2009
Wilton Industries October 1993 - March 1997
Dean Witter Reynolds January 1993 - October 1993
Creative Deck Designs April 1992 - January 1993
World Book Encyclopedia April 1989 - January 1993
Skills
Continuous Improvement, Six Sigma, Kaizen, Warehousing, Inventory Management, Manufacturing, Process Improvement, 5S, Lean Manufacturing, Purchasing
Education
Joliet Junior College
Romeoville High School
Quad/Graphics February 2013 - Present
Nissan North America March 1996 - June 2012
Andy’s Computer June 2004 - April 2009
Wilton Industries October 1993 - March 1997
Dean Witter Reynolds January 1993 - October 1993
Creative Deck Designs April 1992 - January 1993
World Book Encyclopedia April 1989 - January 1993
Skills
Continuous Improvement, Six Sigma, Kaizen, Warehousing, Inventory Management, Manufacturing, Process Improvement, 5S, Lean Manufacturing, Purchasing
Education
Joliet Junior College
Romeoville High School
Catherine Elder's Dean Witter Reynolds Experience April 1988 - November 1996
Job Project Manager at Chubb
Industry Insurance
Experience
Chubb 2001 - Present
Prudential Insurance November 1996 - December 2000
Dean Witter Reynolds April 1988 - November 1996
Education
Keene State College 1981 — 1985
BA, Sociology
Chubb 2001 - Present
Prudential Insurance November 1996 - December 2000
Dean Witter Reynolds April 1988 - November 1996
Education
Keene State College 1981 — 1985
BA, Sociology
Raymond Richey's Dean Witter Reynolds Experience April 1984 - January 1994
Job President/Chief Investment Officer at Rich Retirement Solutions LLC
Industry Financial Services
Experience
Rich Retirement Solutions LLC President/Chief Investment OfficerRich Retirement Solutions LLCSeptember 2008 - Present
Dean Witter Reynolds April 1984 - January 1994
Skills
Investments, Marketing, Microsoft Office, Fixed Income, Team Building, Equities, Strategic Planning, Asset Management, New Business Development, Research, Investment Properties, Portfolio Management, Wealth Management, Project Management, Referrals, Strategic Financial..., Asset Allocation, Public Speaking, Mutual Funds
Education
Indiana University Bloomington 1966 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Rich Retirement Solutions LLC President/Chief Investment OfficerRich Retirement Solutions LLCSeptember 2008 - Present
Dean Witter Reynolds April 1984 - January 1994
Skills
Investments, Marketing, Microsoft Office, Fixed Income, Team Building, Equities, Strategic Planning, Asset Management, New Business Development, Research, Investment Properties, Portfolio Management, Wealth Management, Project Management, Referrals, Strategic Financial..., Asset Allocation, Public Speaking, Mutual Funds
Education
Indiana University Bloomington 1966 — 1970
Bachelor of Science (BS), Business Administration and Management, General
Charles Bice's Dean Witter Reynolds Experience January 1984 - March 1987
Job Associate MGR of Product Development at Prudential Insurance
Industry Financial Services
Experience
Prudential Financial January 2005 - Present
PRUDENTIAL INVESTMENT MANAGEMENT January 2005 - Present
Wachovia/Prudential April 2000 - December 2004
WACHOVIA/PRUDENTIAL SECURITIES April 2000 - December 2004
BANK OF NEW July 1993 - April 2000
MHT/CHEMICAL BANK June 1992 - July 1993
SUN AMERICA FUND SERVICES, INC March 1987 - November 1991
Sun America Shareholder/Dealer Services March 1987 - November 1991
Dean witter Reynolds January 1984 - March 1987
DEAN WITTER REYNOLDS, INC January 1984 - March 1987
Skills
Settlements, Back Office, Reconciliation, Trading, Lotus Notes, Investment Operations, Mutual Funds, Excel, Access, Investments
Education
Kingsborough Community College
Accounting/Business
Prudential Financial January 2005 - Present
PRUDENTIAL INVESTMENT MANAGEMENT January 2005 - Present
Wachovia/Prudential April 2000 - December 2004
WACHOVIA/PRUDENTIAL SECURITIES April 2000 - December 2004
BANK OF NEW July 1993 - April 2000
MHT/CHEMICAL BANK June 1992 - July 1993
SUN AMERICA FUND SERVICES, INC March 1987 - November 1991
Sun America Shareholder/Dealer Services March 1987 - November 1991
Dean witter Reynolds January 1984 - March 1987
DEAN WITTER REYNOLDS, INC January 1984 - March 1987
Skills
Settlements, Back Office, Reconciliation, Trading, Lotus Notes, Investment Operations, Mutual Funds, Excel, Access, Investments
Education
Kingsborough Community College
Accounting/Business
ismael sadek's Dean Witter Reynolds Experience January 1988 - April 1990
Job IT director at Auerbach Grayson
Industry Financial Services
Experience
Auerbach Grayson April 2005 - Present
AIT Boualoss Corp January 2001 - April 2005
Merrill Lynch May 1996 - January 2000
Bank of Tokyo-Mitsubishi UFJ April 1990 - June 1996
Dean Witter Reynolds January 1988 - April 1990
Skills
Technical Management, Telecommunications, Information Architecture, Financial Systems, Program Management, Technology Management, Financial Markets, Electronic Trading, Hedge Funds, FX Options
Education
New York University - Polytechnic School of Engineering 1993 — 1995
Master of Science (MS), Information Technology
Keene State College 1984 — 1987
Bachelor of Science (BS), CS
Keene State College 1983 — 1987
Minor, Management
Auerbach Grayson April 2005 - Present
AIT Boualoss Corp January 2001 - April 2005
Merrill Lynch May 1996 - January 2000
Bank of Tokyo-Mitsubishi UFJ April 1990 - June 1996
Dean Witter Reynolds January 1988 - April 1990
Skills
Technical Management, Telecommunications, Information Architecture, Financial Systems, Program Management, Technology Management, Financial Markets, Electronic Trading, Hedge Funds, FX Options
Education
New York University - Polytechnic School of Engineering 1993 — 1995
Master of Science (MS), Information Technology
Keene State College 1984 — 1987
Bachelor of Science (BS), CS
Keene State College 1983 — 1987
Minor, Management
Edie Behr's Dean Witter Reynolds Experience 1984 - 1991
Job Vice PresidentSenior Credit Officer & Manager at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service March 2003 - Present
New Jersey Health Care Facilities Financing Authority 1994 - 2003
Ferris, Baker Watts 1991 - 1994
Dean Witter Reynolds 1984 - 1991
Skills
Municipal Research, Presentation, Management, Credit Analysis, Ratings, Fixed Income, Public Finance, Financial Modeling, Financial Analysis, Financial Reporting, Analysis, Bloomberg, Capital Markets, Structured Finance, Investment Banking, Financial Structuring, Portfolio Management, Finance, Bonds
Education
New York University 1984 — 1987
MBA
University of Cincinnati 1975 — 1977
BFA
Moody's Investors Service March 2003 - Present
New Jersey Health Care Facilities Financing Authority 1994 - 2003
Ferris, Baker Watts 1991 - 1994
Dean Witter Reynolds 1984 - 1991
Skills
Municipal Research, Presentation, Management, Credit Analysis, Ratings, Fixed Income, Public Finance, Financial Modeling, Financial Analysis, Financial Reporting, Analysis, Bloomberg, Capital Markets, Structured Finance, Investment Banking, Financial Structuring, Portfolio Management, Finance, Bonds
Education
New York University 1984 — 1987
MBA
University of Cincinnati 1975 — 1977
BFA
Jay C. Rubloff's Dean Witter Reynolds Experience March 1983 - January 1985
Job Managing Director at Cambridge International Securities
Industry Investment Banking
Experience
Cambridge International Securities January 1999 - Present
Credit Lyonnais Securities January 1995 - November 1998
Bear Stearns March 1993 - November 1995
Swiss Bank Corporation June 1989 - March 1993
UBS Securities Co., Ltd January 1985 - May 1989
Dean Witter Reynolds March 1983 - January 1985
Skills
Fixed Income, Management, Capital Markets
Education
Queens College
Bachelor of Arts (BA), Economics
Cambridge International Securities January 1999 - Present
Credit Lyonnais Securities January 1995 - November 1998
Bear Stearns March 1993 - November 1995
Swiss Bank Corporation June 1989 - March 1993
UBS Securities Co., Ltd January 1985 - May 1989
Dean Witter Reynolds March 1983 - January 1985
Skills
Fixed Income, Management, Capital Markets
Education
Queens College
Bachelor of Arts (BA), Economics
Marohn Callins's Dean Witter Reynolds Experience January 1986 - January 1988
Job Outside Sales Loan Officer at Georgia Banking Company
Industry Real Estate
Experience
Georgia Banking Company June 2013 - Present
CALL-INS January 2005 - Present
Extend Health August 2012 - December 2012
Johnson Products Company July 2010 - April 2012
ING Investment Management January 2001 - January 2005
Compulife Investor Services Inc January 2000 - January 2001
Raymond James & Associates January 1996 - January 2000
Oppenheimer & Co. Inc January 1988 - January 1996
Dean Witter Reynolds January 1986 - January 1988
Skills
GAAP, Broker-Dealer Operations, Capital Markets, Auditing, Compliance, SEC Financial Reporting, Sarbanes-Oxley, Market Research, Account Reconciliation, Financial Analysis, Financial Reporting, Accounting, Operations Management, Risk Management, Project Management, SAP, Crystal Reports, EDI, Investment Management, Bloomberg, Dunn & Bradstreet, Microsoft Office, Corporate Budgeting, Financial Forecasting, P&L Analysis, Communication, Customer Service, Business Development, Maintaining Strong..., Portfolio Management, Asset Managment
Education
Oglethorpe University 1981 — 1985
B.A, BUSINESS ADMINISTRATION
Georgia Banking Company June 2013 - Present
CALL-INS January 2005 - Present
Extend Health August 2012 - December 2012
Johnson Products Company July 2010 - April 2012
ING Investment Management January 2001 - January 2005
Compulife Investor Services Inc January 2000 - January 2001
Raymond James & Associates January 1996 - January 2000
Oppenheimer & Co. Inc January 1988 - January 1996
Dean Witter Reynolds January 1986 - January 1988
Skills
GAAP, Broker-Dealer Operations, Capital Markets, Auditing, Compliance, SEC Financial Reporting, Sarbanes-Oxley, Market Research, Account Reconciliation, Financial Analysis, Financial Reporting, Accounting, Operations Management, Risk Management, Project Management, SAP, Crystal Reports, EDI, Investment Management, Bloomberg, Dunn & Bradstreet, Microsoft Office, Corporate Budgeting, Financial Forecasting, P&L Analysis, Communication, Customer Service, Business Development, Maintaining Strong..., Portfolio Management, Asset Managment
Education
Oglethorpe University 1981 — 1985
B.A, BUSINESS ADMINISTRATION
Konstance (Konnie) Smith's Dean Witter Reynolds Experience December 1991 - September 1993
Job Office Manager at ISD 535
Industry Education Management
Experience
Rochester Public Schools ISD #535 July 2011 - Present
Rochester Public Schools ISD #535 2010 - 2011
Rochester Public Schools ISD #535 June 2008 - June 2010
Rochester Public Schools ISD #535 August 2007 - June 2008
Konnie's Kids November 1999 - August 2007
IBM April 1996 - November 1998
Mayo Civic Center September 1987 - February 1996
Dean Witter Reynolds December 1991 - September 1993
City of Rochester September 1989 - March 1992
Dain Bosworth February 1990 - December 1991
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Office Management, Research, Public Speaking, Outlook, Social Media, Event Management, Non-profits, Healthcare
Education
Faith Christian School 1976 — 1981
Rochester Community and Technical College
General Studies
Rochester Public Schools ISD #535 July 2011 - Present
Rochester Public Schools ISD #535 2010 - 2011
Rochester Public Schools ISD #535 June 2008 - June 2010
Rochester Public Schools ISD #535 August 2007 - June 2008
Konnie's Kids November 1999 - August 2007
IBM April 1996 - November 1998
Mayo Civic Center September 1987 - February 1996
Dean Witter Reynolds December 1991 - September 1993
City of Rochester September 1989 - March 1992
Dain Bosworth February 1990 - December 1991
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Office Management, Research, Public Speaking, Outlook, Social Media, Event Management, Non-profits, Healthcare
Education
Faith Christian School 1976 — 1981
Rochester Community and Technical College
General Studies
Bill Brownlie's Dean Witter Reynolds Experience December 1985 - September 1987
Job Regulatory Relations Manager/Vice President at Deutsche Bank Securities Inc
Industry Financial Services
Experience
Deutsche Bank Securities Inc July 2013 - Present
Deutsche Bank Securities Inc August 1998 - June 2013
Smith Barney April 1996 - August 1998
American Stock Exchange September 1987 - April 1996
Dean Witter Reynolds December 1985 - September 1987
Discount Brokerage Corp of America August 1983 - December 1985
Skills
Legal Compliance, Series 24, Prime Brokerage, Securities, FINRA, Enterprise Risk..., SEC, Electronic Trading, Investment Advisory, Equity Trading, Bank Secrecy Act, OFAC, AML, Market Data, Dodd-Frank, Broker-Dealer, Structured Products, Equity Derivatives, ETFs, Bloomberg, Anti Money Laundering, Hedge Funds
Education
Rutgers, The State University of New Jersey-New Brunswick
Parsippany High School
Deutsche Bank Securities Inc July 2013 - Present
Deutsche Bank Securities Inc August 1998 - June 2013
Smith Barney April 1996 - August 1998
American Stock Exchange September 1987 - April 1996
Dean Witter Reynolds December 1985 - September 1987
Discount Brokerage Corp of America August 1983 - December 1985
Skills
Legal Compliance, Series 24, Prime Brokerage, Securities, FINRA, Enterprise Risk..., SEC, Electronic Trading, Investment Advisory, Equity Trading, Bank Secrecy Act, OFAC, AML, Market Data, Dodd-Frank, Broker-Dealer, Structured Products, Equity Derivatives, ETFs, Bloomberg, Anti Money Laundering, Hedge Funds
Education
Rutgers, The State University of New Jersey-New Brunswick
Parsippany High School
Bradley Marston's Dean Witter Reynolds Experience April 1985 - October 1995
Job Software Developer at NBS (A Fusion Company)
Industry Telecommunications
Experience
NBS (A Fusion Company) June 1997 - Present
Dean Witter Reynolds April 1985 - October 1995
Skills
SQL, Java
Education
NYU
SUNY at Buffalo
Bachelor's degree, Finance, General
NBS (A Fusion Company) June 1997 - Present
Dean Witter Reynolds April 1985 - October 1995
Skills
SQL, Java
Education
NYU
SUNY at Buffalo
Bachelor's degree, Finance, General
Douglas Turchyn's Dean Witter Reynolds Experience October 1988 - April 1990
Job Technical Writer at Dept of Defense
Industry Government Administration
Experience
Dept of defense June 2008 - Present
Dept of Defense June 2008 - March 2013
Citizens Community Bank May 2007 - December 2007
Mortgageline Financial Corp January 2006 - May 2007
Prudential Securities April 1990 - September 2004
Dean Witter Reynolds October 1988 - April 1990
EF Hutton February 1983 - October 1988
Skills
Equity Trading, Mortgage Banking, Real Estate, Technical Writing, Logistics Management, Customer Service, Marketing, Excellent Communication..., Excellent Microsoft..., Social Networking, Investments, Blogging, Social Media, Public Speaking, Creative Writing, Analysis, Leadership, Equities, Newsletters, Publications, Data Analysis, Editing, Financial Analysis, Financial Services
Education
Fairleigh Dickinson University 1980 — 1984
Master of Arts (MA), Public Administration
Rowan University 1973 — 1977
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Dept of defense June 2008 - Present
Dept of Defense June 2008 - March 2013
Citizens Community Bank May 2007 - December 2007
Mortgageline Financial Corp January 2006 - May 2007
Prudential Securities April 1990 - September 2004
Dean Witter Reynolds October 1988 - April 1990
EF Hutton February 1983 - October 1988
Skills
Equity Trading, Mortgage Banking, Real Estate, Technical Writing, Logistics Management, Customer Service, Marketing, Excellent Communication..., Excellent Microsoft..., Social Networking, Investments, Blogging, Social Media, Public Speaking, Creative Writing, Analysis, Leadership, Equities, Newsletters, Publications, Data Analysis, Editing, Financial Analysis, Financial Services
Education
Fairleigh Dickinson University 1980 — 1984
Master of Arts (MA), Public Administration
Rowan University 1973 — 1977
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Melissa Shilling's Dean Witter Reynolds Experience April 1985 - March 1988
Job Business Analyst Consultant II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
BNY Mellon March 2012 - June 2013
BNY Mellon November 2006 - March 2012
Federated Investors, Inc. January 1994 - June 2006
W. H. Newbolds June 1991 - March 1993
Shearson Lehman Brothers April 1988 - January 1991
Dean Witter Reynolds April 1985 - March 1988
Education
Robert Morris University
Bachelor of Science (BS), Organizational Leadership
South Hills School of Business & Technology
Associate's degree, Business Admin/Accounting
BNY Mellon July 2013 - Present
BNY Mellon March 2012 - June 2013
BNY Mellon November 2006 - March 2012
Federated Investors, Inc. January 1994 - June 2006
W. H. Newbolds June 1991 - March 1993
Shearson Lehman Brothers April 1988 - January 1991
Dean Witter Reynolds April 1985 - March 1988
Education
Robert Morris University
Bachelor of Science (BS), Organizational Leadership
South Hills School of Business & Technology
Associate's degree, Business Admin/Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY