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
Dean Witter Reynolds List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Dean Witter Reynolds. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Dean Witter Reynolds Salaries. You can even request information on how much does Dean Witter Reynolds pay if you want to. Learn about salaries, pros and cons of working for Dean Witter Reynolds directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
364 Dean Witter Reynolds employees in database. Find out everything there's to know about Dean Witter Reynolds employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Dean Witter Reynolds Employees
Employee
Years
Job
Industry
Roger Davis Roger Davis's Dean Witter Reynolds Experience December 1992 - January 1996
Job Woodridge Capital Portfolio Management
Industry Investment Management
Experience
Woodridge Capital Portfolio Management May 2006 - Present
UBS Financial Services May 2000 - October 2005
JC Bradford & Co January 1996 - September 2000
Dean Witter Reynolds December 1992 - January 1996
Skills
Equities, Investments, Portfolio Management, Risk Management, Investment Advisory, Asset Managment, Asset Allocation, Series 7, Alternative Investments, Hedge Funds, Wealth Management, Securities, Strategic Financial..., Fixed Income, Retirement Planning, Financial Modeling, Estate Planning, Investment Management, Private Equity, Options, Asset Management, Finance, Mutual Funds, Trading, Investment Strategies, Fund Of Funds, Capital Markets, Strategy, Wealth Management..., Valuation, Venture Capital, Financial Advisory, Financial Markets, Investment Banking, Equity Research, Equity Trading, Derivatives, Series 63, Strategic Planning, Financial Analysis, Marketing, Financial Services, Financial Planning
Education
University of Mississippi 1987 — 1991
BBA, Business
University of Mississippi 1987 — 1991
Bachelor of Business Administration (BBA), Business Administration and Management, General
Woodridge Capital Portfolio Management May 2006 - Present
UBS Financial Services May 2000 - October 2005
JC Bradford & Co January 1996 - September 2000
Dean Witter Reynolds December 1992 - January 1996
Skills
Equities, Investments, Portfolio Management, Risk Management, Investment Advisory, Asset Managment, Asset Allocation, Series 7, Alternative Investments, Hedge Funds, Wealth Management, Securities, Strategic Financial..., Fixed Income, Retirement Planning, Financial Modeling, Estate Planning, Investment Management, Private Equity, Options, Asset Management, Finance, Mutual Funds, Trading, Investment Strategies, Fund Of Funds, Capital Markets, Strategy, Wealth Management..., Valuation, Venture Capital, Financial Advisory, Financial Markets, Investment Banking, Equity Research, Equity Trading, Derivatives, Series 63, Strategic Planning, Financial Analysis, Marketing, Financial Services, Financial Planning
Education
University of Mississippi 1987 — 1991
BBA, Business
University of Mississippi 1987 — 1991
Bachelor of Business Administration (BBA), Business Administration and Management, General
Henry (Hank) V.M. Multala Henry (Hank) V.M. Multala's Dean Witter Reynolds Experience January 1993 - May 1998
Job Vice President Strategic Growth at Cetera Financial Specialists and The Legend Group (Palm Beach Gardens, FL)
Industry Financial Services
Experience
Cetera Financial Specialists January 2014 - Present
Lincoln Investment Planning August 2011 - January 2014
Adviser First Consulting & Recruiting January 2009 - January 2014
LPL June 2006 - March 2009
Charles Schwab August 2005 - April 2006
FSC December 2004 - August 2005
Merrill Lynch May 1998 - December 2004
Dean Witter Reynolds January 1993 - May 1998
US Navy February 1983 - December 1992
Skills
Recruiting, Contract Negotiation, Management, Retirement Planning, Wealth Management, Asset Managment, Succession Planning, Practice Management
Education
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Cetera Financial Specialists January 2014 - Present
Lincoln Investment Planning August 2011 - January 2014
Adviser First Consulting & Recruiting January 2009 - January 2014
LPL June 2006 - March 2009
Charles Schwab August 2005 - April 2006
FSC December 2004 - August 2005
Merrill Lynch May 1998 - December 2004
Dean Witter Reynolds January 1993 - May 1998
US Navy February 1983 - December 1992
Skills
Recruiting, Contract Negotiation, Management, Retirement Planning, Wealth Management, Asset Managment, Succession Planning, Practice Management
Education
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Renée Pastor's Dean Witter Reynolds Experience 1989 - 1992
Job Managing Director, Investments The Pastor Retirement Planning Group
Industry Financial Services
Experience
Raymond James & Associates June 2004 - Present
A.G. Edwards & Sons, Inc. 1992 - July 2004
Dean Witter Reynolds 1989 - 1992
Skills
Retirement Planning, Investments, Retirement, Financial Advisory, Strategic Planning, Securities, Trading, Finance, Wealth Management, Asset Allocation, FINRA, Long-term Care, Stock Market, ETFs, Variable Annuities, Fixed Annuities, Trade Finance, Municipal Bonds, Surety Bonds, High Net Worth..., Convertible Bonds, Stock Management, Stock Trading, Financial Analysis, Corporate Finance, Managerial Finance, Personal Finance, Retirement Plan..., Retirement Savings, 401k, 401k Rollovers, Long Term Care Insurance, Social Security, Money Management, Money Market, Money Transfers, Asset Management, Fixed Asset Management, Asset Protection, Asset Based Lending, Stocks, Stock Exchange, Stock Control, Stock Picking, Debt & Equity Financing, Portfolio Management, Life Insurance, Anti Money Laundering, Managed Money, Market Risk
Education
University of New Orleans
Bachelor of Science (B.S.), Finance
Belaire High School- Baton Rouge, LA
General Studies
Raymond James & Associates June 2004 - Present
A.G. Edwards & Sons, Inc. 1992 - July 2004
Dean Witter Reynolds 1989 - 1992
Skills
Retirement Planning, Investments, Retirement, Financial Advisory, Strategic Planning, Securities, Trading, Finance, Wealth Management, Asset Allocation, FINRA, Long-term Care, Stock Market, ETFs, Variable Annuities, Fixed Annuities, Trade Finance, Municipal Bonds, Surety Bonds, High Net Worth..., Convertible Bonds, Stock Management, Stock Trading, Financial Analysis, Corporate Finance, Managerial Finance, Personal Finance, Retirement Plan..., Retirement Savings, 401k, 401k Rollovers, Long Term Care Insurance, Social Security, Money Management, Money Market, Money Transfers, Asset Management, Fixed Asset Management, Asset Protection, Asset Based Lending, Stocks, Stock Exchange, Stock Control, Stock Picking, Debt & Equity Financing, Portfolio Management, Life Insurance, Anti Money Laundering, Managed Money, Market Risk
Education
University of New Orleans
Bachelor of Science (B.S.), Finance
Belaire High School- Baton Rouge, LA
General Studies
Jennifer Babineaux, DVM, DABVP (Feline) Jennifer Babineaux, DVM, DABVP (Feline)'s Dean Witter Reynolds Experience June 1985 - July 1987
Job Owner at Inner Visions Veterinary Ultrasound and Internal Medicine LLC
Industry Veterinary
Experience
Inner Visions Veterinary Ultrasound and Internal Medicine LLC August 2015 - Present
Veterinary Heart Sounds LLC August 2015 - Present
VCA Cat Hospital of Philadelphia May 2014 - July 2015
VCA San Francisco Veterinay Specialists June 2013 - May 2014
San Francisco SPCA November 2009 - April 2013
East Bay Veterinary Specialists October 2006 - October 2009
Gwynedd Veterinary Hospital June 2005 - July 2006
Pacific Telesis Group 1992 - 1997
International Rectifier 1990 - 1992
Dean Witter Reynolds June 1985 - July 1987
Skills
Veterinary Medicine, Internal Medicine, Diagnostic Ultrasound, Echocardiography, Animal Nutrition, Client Education, Animal Welfare, Pets, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Veterinary, Medicine, Anesthesia, Dogs, Animal Work, Ultrasound, Soft Tissue Surgery, Animal Behavior, Healthcare
Education
University of California, Davis 2001 — 2005
DVM, Veterinary Medicine
UCLA Anderson School of Management 1987 — 1989
MBA, Finance, Accounting
University of California, Los Angeles 1981 — 1985
BA, Economics
Inner Visions Veterinary Ultrasound and Internal Medicine LLC August 2015 - Present
Veterinary Heart Sounds LLC August 2015 - Present
VCA Cat Hospital of Philadelphia May 2014 - July 2015
VCA San Francisco Veterinay Specialists June 2013 - May 2014
San Francisco SPCA November 2009 - April 2013
East Bay Veterinary Specialists October 2006 - October 2009
Gwynedd Veterinary Hospital June 2005 - July 2006
Pacific Telesis Group 1992 - 1997
International Rectifier 1990 - 1992
Dean Witter Reynolds June 1985 - July 1987
Skills
Veterinary Medicine, Internal Medicine, Diagnostic Ultrasound, Echocardiography, Animal Nutrition, Client Education, Animal Welfare, Pets, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Veterinary, Medicine, Anesthesia, Dogs, Animal Work, Ultrasound, Soft Tissue Surgery, Animal Behavior, Healthcare
Education
University of California, Davis 2001 — 2005
DVM, Veterinary Medicine
UCLA Anderson School of Management 1987 — 1989
MBA, Finance, Accounting
University of California, Los Angeles 1981 — 1985
BA, Economics
Scott Fairchild Scott Fairchild's Dean Witter Reynolds Experience May 1985 - December 1989
Job CPS Offering Specialist at Xerox
Industry Information Technology and Services
Experience
Xerox January 2013 - Present
Xerox April 1994 - Present
Xerographic Solutions January 1990 - March 1994
Dean Witter Reynolds May 1985 - December 1989
Skills
Solution Selling, Account Management, Finance, Salesforce.com
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2000 — 2005
Master of Business Administration (MBA), Finance, General
Xerox January 2013 - Present
Xerox April 1994 - Present
Xerographic Solutions January 1990 - March 1994
Dean Witter Reynolds May 1985 - December 1989
Skills
Solution Selling, Account Management, Finance, Salesforce.com
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2000 — 2005
Master of Business Administration (MBA), Finance, General
Jeff Storm Harkavy Jeff Storm Harkavy's Dean Witter Reynolds Experience 1988 - 1989
Job Registered Securities Principal at Raymond James Financial Services, Inc. FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. FINRA/SIPC 1989 - Present
Dean Witter Reynolds 1988 - 1989
J.B, Hanauer and Company 1986 - 1988
Skills
Investment Management, Wealth Preservation..., Financial Planning, Estate Planning, Fundraising, Project Management, Investments, Strategic Financial..., Team Building, Analysis, Life Insurance, Marine Conservation, Municipal Bonds, Public Speaking, Fisheries Enhancement, Non-profit Board..., Blue Ocean Strategy, Relationship Management, Strategic Planning, Fixed Income Analysis, Fixed and Variable..., Environmental Awareness, Habitat Restoration, Fly Fishing, Fishing, Irrevocable Life..., dependable, loyal, integrous, catch and release..., Securities, Due Diligence, Mergers & Acquisitions, Finance, Financial Analysis, Asset Management, Portfolio Management, Financial Advisory, Financial Planners, Personal Financial..., Retirement, Boating, Wealth Management, Retirement Planning, Marketing Strategy, Social Media, Customer Service
Education
University of Miami School of Law 1982 — 1984
Juris Doctorate
University of Florida 1978 — 1982
BA: Political Science/ Minor: Latin American Studies, Poltical Science/Business
Raymond James Financial Services, Inc. FINRA/SIPC 1989 - Present
Dean Witter Reynolds 1988 - 1989
J.B, Hanauer and Company 1986 - 1988
Skills
Investment Management, Wealth Preservation..., Financial Planning, Estate Planning, Fundraising, Project Management, Investments, Strategic Financial..., Team Building, Analysis, Life Insurance, Marine Conservation, Municipal Bonds, Public Speaking, Fisheries Enhancement, Non-profit Board..., Blue Ocean Strategy, Relationship Management, Strategic Planning, Fixed Income Analysis, Fixed and Variable..., Environmental Awareness, Habitat Restoration, Fly Fishing, Fishing, Irrevocable Life..., dependable, loyal, integrous, catch and release..., Securities, Due Diligence, Mergers & Acquisitions, Finance, Financial Analysis, Asset Management, Portfolio Management, Financial Advisory, Financial Planners, Personal Financial..., Retirement, Boating, Wealth Management, Retirement Planning, Marketing Strategy, Social Media, Customer Service
Education
University of Miami School of Law 1982 — 1984
Juris Doctorate
University of Florida 1978 — 1982
BA: Political Science/ Minor: Latin American Studies, Poltical Science/Business
Lockyear Debbie's Dean Witter Reynolds Experience October 1992 - 1994
Job Arts & Humanities K5 Teacher at Jefferson County Public Schools
Industry Education Management
Experience
Jefferson County Public Schools August 2006 - Present
Byck Elementary August 2004 - August 2006
Paint Spot 2001 - 2004
Stifel Financial Corp. 1996 - 1998
Hilliard Lyons 1995 - 1996
Dean Witter Reynolds October 1992 - 1994
Skills
Visual Arts, Teaching, Staff Development, Drama, Music, Curriculum Development, Dance, Educational Technology
Education
Indiana Wesleyan University 2006 — 2007
Rank 1, Waldorf/Steiner Teacher Education, k-5
Rudolf Steiner College - Sacremento, California 2004 — 2004
Summer Institute, Waldorf/Steiner Teacher Education, k-5
University of Louisville 2001 — 2004
Master's of Arts & Teaching, Elementary Education and Teaching, k-5
Southwestern Assemblies of God University 1987 — 1990
Business Administration and Management, General
Bellarmine University
Waldorf Inspired Teacher Training Institutes, Waldorf/Steiner Teacher Education, k-5
Kentahten Teacher Training
Waldorf Inspired teaching methods, k-5
Jefferson County Public Schools August 2006 - Present
Byck Elementary August 2004 - August 2006
Paint Spot 2001 - 2004
Stifel Financial Corp. 1996 - 1998
Hilliard Lyons 1995 - 1996
Dean Witter Reynolds October 1992 - 1994
Skills
Visual Arts, Teaching, Staff Development, Drama, Music, Curriculum Development, Dance, Educational Technology
Education
Indiana Wesleyan University 2006 — 2007
Rank 1, Waldorf/Steiner Teacher Education, k-5
Rudolf Steiner College - Sacremento, California 2004 — 2004
Summer Institute, Waldorf/Steiner Teacher Education, k-5
University of Louisville 2001 — 2004
Master's of Arts & Teaching, Elementary Education and Teaching, k-5
Southwestern Assemblies of God University 1987 — 1990
Business Administration and Management, General
Bellarmine University
Waldorf Inspired Teacher Training Institutes, Waldorf/Steiner Teacher Education, k-5
Kentahten Teacher Training
Waldorf Inspired teaching methods, k-5
Ingrid Lockhart Ingrid Lockhart's Dean Witter Reynolds Experience February 1980 - September 1986
Job CEO at Retired
Industry Photography
Experience
Retired January 2010 - Present
Leisure December 2009 - Present
At Leisure 2010 - 2013
Morgan Stanley Smith Barney September 1986 - December 2009
Dean Witter Reynolds February 1980 - September 1986
Castle & Cooke, Inc. July 1974 - December 1980
Skills
Retirement, Wealth Management, Estate Planning, Investment Strategies, Series 7, Photography, Digital Photography, Retirement Planning, Photoshop, Investments, Pensions, Employee Benefits, Financial Services, asset allocation, Investment Advisory, Asset Allocation, Mutual Funds, Wealth, Wealth Management..., ETFs, Investment Management, Alternative Investments
Education
Tufts University 1967 — 1971
BA- Magna Cum Laude
Retired January 2010 - Present
Leisure December 2009 - Present
At Leisure 2010 - 2013
Morgan Stanley Smith Barney September 1986 - December 2009
Dean Witter Reynolds February 1980 - September 1986
Castle & Cooke, Inc. July 1974 - December 1980
Skills
Retirement, Wealth Management, Estate Planning, Investment Strategies, Series 7, Photography, Digital Photography, Retirement Planning, Photoshop, Investments, Pensions, Employee Benefits, Financial Services, asset allocation, Investment Advisory, Asset Allocation, Mutual Funds, Wealth, Wealth Management..., ETFs, Investment Management, Alternative Investments
Education
Tufts University 1967 — 1971
BA- Magna Cum Laude
Keith Gapusan Keith Gapusan's Dean Witter Reynolds Experience January 1996 - January 1998
Job P3 Capital Management, LLC
Industry Financial Services
Experience
P3 Capital Management, LLC January 2012 - Present
Arizona Wealth Advisors, LLC January 2003 - January 2012
Wells Fargo Private Client Services January 2001 - January 2003
Peacock, Hislop, Staley and Givens January 1998 - January 2001
Dean Witter Reynolds January 1996 - January 1998
Skills
Strategic Planning, Investments, New Business Development, Mergers & Acquisitions, Account Management, Sales Management, Start-ups, Strategy, Business Strategy, Business Planning, Executive Management, Contract Negotiation, Management Consulting, Strategic Partnerships, Financial Services, Management, Asset Management, Finance
Education
University of Arizona 1990 — 1994
BA English/Finance
P3 Capital Management, LLC January 2012 - Present
Arizona Wealth Advisors, LLC January 2003 - January 2012
Wells Fargo Private Client Services January 2001 - January 2003
Peacock, Hislop, Staley and Givens January 1998 - January 2001
Dean Witter Reynolds January 1996 - January 1998
Skills
Strategic Planning, Investments, New Business Development, Mergers & Acquisitions, Account Management, Sales Management, Start-ups, Strategy, Business Strategy, Business Planning, Executive Management, Contract Negotiation, Management Consulting, Strategic Partnerships, Financial Services, Management, Asset Management, Finance
Education
University of Arizona 1990 — 1994
BA English/Finance
Danielle Cranston Danielle Cranston's Dean Witter Reynolds Experience 1988 - 1989
Job Real Estate Agent at J. Rockcliff Realtors
Industry Real Estate
Experience
J. Rockcliff Realtors 2002 - Present
SunAmerica 1989 - 1995
Dean Witter Reynolds 1988 - 1989
Skills
Sales, Real Estate, Sellers, Marketing Strategy, Short Sales, Marketing, Investment Properties, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Selling, Senior Real Estate, Property, SFR, Foreclosures
Education
UCLA 1984 — 1988
Bachelor's degree, Political Science and Government
J. Rockcliff Realtors 2002 - Present
SunAmerica 1989 - 1995
Dean Witter Reynolds 1988 - 1989
Skills
Sales, Real Estate, Sellers, Marketing Strategy, Short Sales, Marketing, Investment Properties, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Selling, Senior Real Estate, Property, SFR, Foreclosures
Education
UCLA 1984 — 1988
Bachelor's degree, Political Science and Government
Joe Cole Joe Cole's Dean Witter Reynolds Experience July 1989 - December 2004
Job Seeking New OpportunitiesBusiness DevelopmentOperationsManagement
Industry Nonprofit Organization Management
Experience
Briarpatch Ranch Movie Locations December 2013 - Present
RJC Consulting October 2000 - Present
Cards For a Cause LLC March 2009 - October 2013
GYG International March 2008 - May 2009
Leonard & Company FInancial Services May 2004 - October 2007
Dean WItter Reynolds July 1989 - December 2004
McDonald Investments December 1995 - April 2004
Drexel Burnham Lambert March 1987 - July 1989
A & Y Auto Transport September 1983 - September 1986
Skills
Major Fields of study:..., Labor Relations,..., classes, Michigan, State University and..., Social Networking, Marketing, Management, Fundraising, Budgets, Negotiation, Procurement, Retail, Team Building, Customer Service, Sales, Training, Small Business, Strategic Planning, Social Media Marketing, Entrepreneurship, Leadership, Business Strategy, Contract Negotiation, Marketing Strategy, Time Management, Start-ups, Team Leadership, Sales Management, Hospitality, Business Development, New Business Development, Online Marketing, Business Planning, Strategy, Forecasting, Purchasing, Mergers & Acquisitions, Financial Analysis, Inventory Management, Advertising, Pricing, Product Development, Market Research, Event Management, Analysis, Project Planning, Coaching, Account Management, Competitive Analysis
Education
University of Michigan 1975 — 1978
General Studies, Economics/Business
Michigan State University 1974 — 1975
NA, General Studies
Andover 1971 — 1974
University of Michigan
Briarpatch Ranch Movie Locations December 2013 - Present
RJC Consulting October 2000 - Present
Cards For a Cause LLC March 2009 - October 2013
GYG International March 2008 - May 2009
Leonard & Company FInancial Services May 2004 - October 2007
Dean WItter Reynolds July 1989 - December 2004
McDonald Investments December 1995 - April 2004
Drexel Burnham Lambert March 1987 - July 1989
A & Y Auto Transport September 1983 - September 1986
Skills
Major Fields of study:..., Labor Relations,..., classes, Michigan, State University and..., Social Networking, Marketing, Management, Fundraising, Budgets, Negotiation, Procurement, Retail, Team Building, Customer Service, Sales, Training, Small Business, Strategic Planning, Social Media Marketing, Entrepreneurship, Leadership, Business Strategy, Contract Negotiation, Marketing Strategy, Time Management, Start-ups, Team Leadership, Sales Management, Hospitality, Business Development, New Business Development, Online Marketing, Business Planning, Strategy, Forecasting, Purchasing, Mergers & Acquisitions, Financial Analysis, Inventory Management, Advertising, Pricing, Product Development, Market Research, Event Management, Analysis, Project Planning, Coaching, Account Management, Competitive Analysis
Education
University of Michigan 1975 — 1978
General Studies, Economics/Business
Michigan State University 1974 — 1975
NA, General Studies
Andover 1971 — 1974
University of Michigan
Kathie Mullen Kathie Mullen's Dean Witter Reynolds Experience 1985 - 1988
Job Director, US Repo Trading/Sales at National Australia Bank
Industry Financial Services
Experience
National Australia Bank 2012 - Present
MF Global November 2005 - December 2011
Refco 1998 - 2005
Eastbridge Capital 1991 - 1998
Midland Montagu Securities 1989 - 1991
Dean Witter Reynolds 1985 - 1988
Dean Witter 1985 - 1988
University of Massachusetts 1983 - 1983
Skills
Short Duration Sales, Trading, Fixed Income, Equities, Derivatives, Capital Markets, Electronic Trading, Trading Systems, Financial Markets
Education
University of Massachusetts, Amherst
Bachelor of Science
National Australia Bank 2012 - Present
MF Global November 2005 - December 2011
Refco 1998 - 2005
Eastbridge Capital 1991 - 1998
Midland Montagu Securities 1989 - 1991
Dean Witter Reynolds 1985 - 1988
Dean Witter 1985 - 1988
University of Massachusetts 1983 - 1983
Skills
Short Duration Sales, Trading, Fixed Income, Equities, Derivatives, Capital Markets, Electronic Trading, Trading Systems, Financial Markets
Education
University of Massachusetts, Amherst
Bachelor of Science
Todd Oldfield's Dean Witter Reynolds Experience October 1987 - February 1991
Job (859) 5335195 ➡ Clinical Specialists ➡ Sales Leaders ➡ Technology Gurus!
Industry Staffing and Recruiting
Experience
TeamEliteAdvantage.com, LLC December 2011 - Present
SearchPath International January 2005 - January 2010
Solutionrecruiters.com June 1998 - June 2004
Remedy Intelligent Staffing January 1993 - January 1998
MRI Worldwide June 1991 - August 1991
Dean Witter Reynolds October 1987 - February 1991
Skills
Recruiting, Talent Acquisition, Healthcare, Cold Calling, New Business Development, Team Building, Interviews, Public Speaking, Healthcare Information..., Contract Negotiation, Technical Recruiting, Start-ups, Strategic Planning, Executive Search, Sales Management, Hiring, Account Management, Temporary Placement, Coaching, Team Leadership, Management Consulting, Talent Management, Process Improvement, Customer Service, Marketing Strategy, Business Planning, Sales Process, Contract Management, Forecasting, Business Strategy, Direct Sales, Leadership Development, B2B, Operations Management, Leadership, Consultative Selling, Interviewing, Negotiation, Customer Relations, Strategy Development, Problem Solving, Healthcare IT, Team Management, Contract Negotiations, Business Development, Temporary Staffing, Human Resources, Training, Management, Sales
Education
University of Kentucky 1990 — 1992
Business Management
Tates Creek High School 1977 — 1980
Diploma, General
TeamEliteAdvantage.com, LLC December 2011 - Present
SearchPath International January 2005 - January 2010
Solutionrecruiters.com June 1998 - June 2004
Remedy Intelligent Staffing January 1993 - January 1998
MRI Worldwide June 1991 - August 1991
Dean Witter Reynolds October 1987 - February 1991
Skills
Recruiting, Talent Acquisition, Healthcare, Cold Calling, New Business Development, Team Building, Interviews, Public Speaking, Healthcare Information..., Contract Negotiation, Technical Recruiting, Start-ups, Strategic Planning, Executive Search, Sales Management, Hiring, Account Management, Temporary Placement, Coaching, Team Leadership, Management Consulting, Talent Management, Process Improvement, Customer Service, Marketing Strategy, Business Planning, Sales Process, Contract Management, Forecasting, Business Strategy, Direct Sales, Leadership Development, B2B, Operations Management, Leadership, Consultative Selling, Interviewing, Negotiation, Customer Relations, Strategy Development, Problem Solving, Healthcare IT, Team Management, Contract Negotiations, Business Development, Temporary Staffing, Human Resources, Training, Management, Sales
Education
University of Kentucky 1990 — 1992
Business Management
Tates Creek High School 1977 — 1980
Diploma, General
SUZANNE BOISVERT SUZANNE BOISVERT's Dean Witter Reynolds Experience 1996 - 1998
Job Manager, Banking and Brokerage Operations at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 1998 - Present
Dean Witter Reynolds 1996 - 1998
Bank of America 1989 - 1996
Skills
Operations Management, Series 7, 24, 63, Process Improvement, Individual Team Coaching, Leadership, Retirement, Series 7, Retail Banking, Risk Management, Mutual Funds, Investments, 401k, Banking, Management, Financial Services
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Thomas Edison State College
Bachelor's degree, Human resources/Organizational Management
Prudential Financial June 1998 - Present
Dean Witter Reynolds 1996 - 1998
Bank of America 1989 - 1996
Skills
Operations Management, Series 7, 24, 63, Process Improvement, Individual Team Coaching, Leadership, Retirement, Series 7, Retail Banking, Risk Management, Mutual Funds, Investments, 401k, Banking, Management, Financial Services
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Thomas Edison State College
Bachelor's degree, Human resources/Organizational Management
Charles C. Stoner Charles C. Stoner's Dean Witter Reynolds Experience 1990 - 1996
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. June 2011 - Present
Morgan Stanley Smith Barney 1996 - 2011
Dean Witter Reynolds 1990 - 1996
Education
University of Pennsylvania - The Wharton School
B.A., Finance
UBS Financial Services, Inc. June 2011 - Present
Morgan Stanley Smith Barney 1996 - 2011
Dean Witter Reynolds 1990 - 1996
Education
University of Pennsylvania - The Wharton School
B.A., Finance
Lynn Wiener Lynn Wiener's Dean Witter Reynolds Experience January 1991 - September 1996
Job Adjunct Faculty of Muhlenberg College, DeSales University; Faculty member and Choreographer of Repertory Dance Theatre
Industry Performing Arts
Experience
Muhlenberg College September 2008 - Present
Repertory Dance Theatre September 1996 - Present
DeSales University January 2010 - August 2014
John Hancock Life Insurance Company (U.S.A.) November 1996 - June 2002
Dean Witter Reynolds January 1991 - September 1996
Cinncinnati Ballet, Tulsa Ballet Theater 1982 - 1990
CCM, University of Cincinnati 1986 - 1989
Skills
Modern Dance, Fundraising, Public Relations, Dance, Classical Ballet, Ballet, Choreography, Dance Education, dance anatomy, financial marketing and..., financial securities, Trade Compliance, Contemporary Dance, Teaching, Arts Administration
Education
University of Cincinnati 1982 — 1989
Bachelor of Fine Arts (BFA); Masters of Art (MA); Master of Business Administration (MBA), Dance; Business Marketing, Undergrad and Graduate School
Muhlenberg College September 2008 - Present
Repertory Dance Theatre September 1996 - Present
DeSales University January 2010 - August 2014
John Hancock Life Insurance Company (U.S.A.) November 1996 - June 2002
Dean Witter Reynolds January 1991 - September 1996
Cinncinnati Ballet, Tulsa Ballet Theater 1982 - 1990
CCM, University of Cincinnati 1986 - 1989
Skills
Modern Dance, Fundraising, Public Relations, Dance, Classical Ballet, Ballet, Choreography, Dance Education, dance anatomy, financial marketing and..., financial securities, Trade Compliance, Contemporary Dance, Teaching, Arts Administration
Education
University of Cincinnati 1982 — 1989
Bachelor of Fine Arts (BFA); Masters of Art (MA); Master of Business Administration (MBA), Dance; Business Marketing, Undergrad and Graduate School
Doug MacFaddin's Dean Witter Reynolds Experience November 1987 - October 1990
Job Senior Client Manager at Borderfree
Industry Computer Software
Experience
Borderfree June 2014 - April 2015
LiftForward February 2014 - June 2014
Reloaded Games, Inc. May 2013 - December 2013
Pando Networks April 2012 - May 2013
Laureate Biopharmaceutical Services June 2011 - March 2012
DWM Consulting February 2011 - February 2012
PhotoOne Software September 2008 - November 2010
J.P. Morgan February 1994 - March 2008
Prudential Securities October 1990 - February 1994
Dean WItter Reynolds November 1987 - October 1990
Skills
SEO, CRM, Salesforce,...
Education
Union College 1979 — 1983
BS, Industrial Economics
University of Michigan 1982 — 1982
Public Finance Institute
Borderfree June 2014 - April 2015
LiftForward February 2014 - June 2014
Reloaded Games, Inc. May 2013 - December 2013
Pando Networks April 2012 - May 2013
Laureate Biopharmaceutical Services June 2011 - March 2012
DWM Consulting February 2011 - February 2012
PhotoOne Software September 2008 - November 2010
J.P. Morgan February 1994 - March 2008
Prudential Securities October 1990 - February 1994
Dean WItter Reynolds November 1987 - October 1990
Skills
SEO, CRM, Salesforce,...
Education
Union College 1979 — 1983
BS, Industrial Economics
University of Michigan 1982 — 1982
Public Finance Institute
David LaHorgue's Dean Witter Reynolds Experience September 1985 - March 1989
Job Independent Investment Management Professional
Industry Investment Management
Experience
DML Investments September 2006 - Present
Barclays Global Investors (now BlackRock) January 1991 - September 2006
Bankers Trust Company March 1989 - January 1991
Dean Witter Reynolds September 1985 - March 1989
Skills
Fixed Income, Trading, Finance, Management, Hedge Funds, Alternative Investments, Equities, Asset Management, ETFs, Money Market, Investment Management, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Derivatives
Education
University of California, Berkeley 1993 — 1993
Executive Education
University of California, Berkeley 1980 — 1985
B. A.
DML Investments September 2006 - Present
Barclays Global Investors (now BlackRock) January 1991 - September 2006
Bankers Trust Company March 1989 - January 1991
Dean Witter Reynolds September 1985 - March 1989
Skills
Fixed Income, Trading, Finance, Management, Hedge Funds, Alternative Investments, Equities, Asset Management, ETFs, Money Market, Investment Management, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Derivatives
Education
University of California, Berkeley 1993 — 1993
Executive Education
University of California, Berkeley 1980 — 1985
B. A.
steven rikala's Dean Witter Reynolds Experience March 1983 - March 1989
Job Non Profit Board Member
Industry Environmental Services
Experience
Rebuilding Together February 2011 - Present
Intercontinental Hotels Group October 2010 - November 2012
City of West Sacramento February 1989 - November 2010
Dean Witter Reynolds March 1983 - March 1989
University of California Berkeley Extension July 1982 - January 1989
Governors Office of Planning and Research April 1974 - March 1983
Skills
Land Use, Zoning, Environmental Planning, Regional Planning, Economic Development, Comprehensive Planning, Policy Analysis, NEPA, Affordable Housing, Government, Public Policy, Public Speaking, Program Management, Contract Management, Grant Writing, Environmental Awareness, Proposal Writing, Entitlements, Community Development, Local Government
Education
University of Wisconsin-Madison 1970 — 1972
Master of Science, Urban Planning and Urban Economics
University of California, Davis 1968 — 1970
B.A., Geography/Economics
Rebuilding Together February 2011 - Present
Intercontinental Hotels Group October 2010 - November 2012
City of West Sacramento February 1989 - November 2010
Dean Witter Reynolds March 1983 - March 1989
University of California Berkeley Extension July 1982 - January 1989
Governors Office of Planning and Research April 1974 - March 1983
Skills
Land Use, Zoning, Environmental Planning, Regional Planning, Economic Development, Comprehensive Planning, Policy Analysis, NEPA, Affordable Housing, Government, Public Policy, Public Speaking, Program Management, Contract Management, Grant Writing, Environmental Awareness, Proposal Writing, Entitlements, Community Development, Local Government
Education
University of Wisconsin-Madison 1970 — 1972
Master of Science, Urban Planning and Urban Economics
University of California, Davis 1968 — 1970
B.A., Geography/Economics
Cedric Myles Cedric Myles's Dean Witter Reynolds Experience October 1986 - November 1988
Job Financial Advisor at AIG Financial Network
Industry Financial Services
Experience
AIG January 2015 - Present
Strategic Wealth Specialists January 2013 - June 2014
Merrill Lynch October 2010 - July 2012
Comcast Cable April 1996 - April 2009
Mobile Community Acction August 1992 - June 1995
Dean Witter Reynolds October 1986 - November 1988
Internal Revenue Service March 1984 - October 1986
Skills
Customer Service, Wealth Management, Retirement Planning, Series 7, Financial Planning, Investment Advisory
Education
University of South Alabama 1977 — 1981
B. S., Finance
AIG January 2015 - Present
Strategic Wealth Specialists January 2013 - June 2014
Merrill Lynch October 2010 - July 2012
Comcast Cable April 1996 - April 2009
Mobile Community Acction August 1992 - June 1995
Dean Witter Reynolds October 1986 - November 1988
Internal Revenue Service March 1984 - October 1986
Skills
Customer Service, Wealth Management, Retirement Planning, Series 7, Financial Planning, Investment Advisory
Education
University of South Alabama 1977 — 1981
B. S., Finance
Dan Janick's Dean Witter Reynolds Experience August 1989 - July 1992
Job Growth Company Executive w/VC + Private Equity Expertise
Industry Venture Capital & Private Equity
Experience
Academic Analytics March 2011 - Present
SunBelt Packaging, LLC April 2006 - Present
SunBelt Packaging, LLC April 2006 - April 2010
Hunt Private Equity Group July 1997 - May 2006
Hoak Breedlove Wesneski & Co. March 1995 - July 1997
Credit Suisse First Boston August 1992 - March 1995
Dean Witter Reynolds August 1989 - July 1992
Skills
Strategic Planning, Cash Flow, Board Governance, Balance Sheet, Private Equity, Acquisitions, Mergers
Education
University of Notre Dame 1985 — 1989
BBA, Finance
Academic Analytics March 2011 - Present
SunBelt Packaging, LLC April 2006 - Present
SunBelt Packaging, LLC April 2006 - April 2010
Hunt Private Equity Group July 1997 - May 2006
Hoak Breedlove Wesneski & Co. March 1995 - July 1997
Credit Suisse First Boston August 1992 - March 1995
Dean Witter Reynolds August 1989 - July 1992
Skills
Strategic Planning, Cash Flow, Board Governance, Balance Sheet, Private Equity, Acquisitions, Mergers
Education
University of Notre Dame 1985 — 1989
BBA, Finance
Robert Moorhead Robert Moorhead's Dean Witter Reynolds Experience April 1988 - August 1989
Job Global Head of Legal Entity Management and Compliance at AIG
Industry Financial Services
Experience
American International Group, Inc. March 2012 - Present
Chartis International August 2010 - March 2012
JPMorgan Chase September 1991 - August 2010
Guinness/United Distillers PLC (UK) August 1989 - August 1991
Dean Witter Reynolds April 1988 - August 1989
Ogden Corporation January 1988 - April 1988
Education
Trinity College Dublin 1984 — 1989
BBS & MA, Business
American International Group, Inc. March 2012 - Present
Chartis International August 2010 - March 2012
JPMorgan Chase September 1991 - August 2010
Guinness/United Distillers PLC (UK) August 1989 - August 1991
Dean Witter Reynolds April 1988 - August 1989
Ogden Corporation January 1988 - April 1988
Education
Trinity College Dublin 1984 — 1989
BBS & MA, Business
Stephen Quong Stephen Quong's Dean Witter Reynolds Experience December 1987 - September 1991
Job Stephen Quong, Vedic Astrologer
Industry Alternative Medicine
Experience
Quong Associates September 1991 - Present
Dean Witter Reynolds December 1987 - September 1991
Skills
Feng Shui, Healing, Holistic Health, Energy Healing, Reiki, Wellness, Meditation, Energy Work, Alternative Medicine, Wellbeing, Chakra Balancing, Tui Na, Qigong, Relaxation, Chinese Herbal Medicine, Ayurveda, Menopause, Bodywork, Homeopathy, Stress Management, Pain Management, Traditional Chinese..., Chronic Pain, Yoga, Pregnancy, Naturopathy, Aromatherapy, Herbal, Fertility, Stress, Lifestyle
Education
University of California, Berkeley
Quong Associates September 1991 - Present
Dean Witter Reynolds December 1987 - September 1991
Skills
Feng Shui, Healing, Holistic Health, Energy Healing, Reiki, Wellness, Meditation, Energy Work, Alternative Medicine, Wellbeing, Chakra Balancing, Tui Na, Qigong, Relaxation, Chinese Herbal Medicine, Ayurveda, Menopause, Bodywork, Homeopathy, Stress Management, Pain Management, Traditional Chinese..., Chronic Pain, Yoga, Pregnancy, Naturopathy, Aromatherapy, Herbal, Fertility, Stress, Lifestyle
Education
University of California, Berkeley
Julia Dawson Julia Dawson's Dean Witter Reynolds Experience 1984 - 1988
Job
Industry Marketing and Advertising
Experience
Santa Barbara News Press Freelance WriterFreelance WriterJanuary 2000 - Present
ABC Televsion/KEYT 2011 - 2013
San Ysidro Writer Grouop January 2004 - January 2011
Forester Media Inc. 2011 - 2011
Montecito Union School 2005 - 2010
Dawson Negotiating Institute 1989 - 1995
Dean Witter Reynolds 1984 - 1988
Skills
English, Teaching, Public Speaking, Versatile Writer, Publishing, Public Relations, Business Development, Philanthropy, Writing, Editing, Marketing, Advertising, Press Releases
Education
University of Southern California 1981 — 1985
Bachelor of Science, Business Administration
Santa Barbara News Press Freelance WriterFreelance WriterJanuary 2000 - Present
ABC Televsion/KEYT 2011 - 2013
San Ysidro Writer Grouop January 2004 - January 2011
Forester Media Inc. 2011 - 2011
Montecito Union School 2005 - 2010
Dawson Negotiating Institute 1989 - 1995
Dean Witter Reynolds 1984 - 1988
Skills
English, Teaching, Public Speaking, Versatile Writer, Publishing, Public Relations, Business Development, Philanthropy, Writing, Editing, Marketing, Advertising, Press Releases
Education
University of Southern California 1981 — 1985
Bachelor of Science, Business Administration
Arthur Silk's Dean Witter Reynolds Experience October 1984 - October 1989
Job Arthur Silk
Industry Photography
Experience
Arthur Silk Photography March 1989 - Present
Dean Witter Reynolds October 1984 - October 1989
Dreyfus November 1982 - November 1984
Skills
Photography, Portrait Photography, Commercial Photography, Weddings, Fine Art Photography, Advertising, Photoshop, Fine Art, Magazines, Photos, Wedding Photography, Architectural..., Fashion, Journalism, Photo Shoots, Art, Portraits
Education
University of Northern Colorado 1978 — 1982
Bachelor of Science, Business
Arthur Silk Photography March 1989 - Present
Dean Witter Reynolds October 1984 - October 1989
Dreyfus November 1982 - November 1984
Skills
Photography, Portrait Photography, Commercial Photography, Weddings, Fine Art Photography, Advertising, Photoshop, Fine Art, Magazines, Photos, Wedding Photography, Architectural..., Fashion, Journalism, Photo Shoots, Art, Portraits
Education
University of Northern Colorado 1978 — 1982
Bachelor of Science, Business
Hamilton Fonseca Hamilton Fonseca's Dean Witter Reynolds Experience 1984 - 1997
Job Assistant Vice President / Business Systems Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2014 - Present
Kforce Technical Staffing February 2012 - October 2014
Macquarie Futures USA Inc October 2009 - December 2011
Newedge USA LLC formerly Newedge Financial INC June 2008 - March 2009
Newedge Financial INC formerly Calyon Financial January 2008 - June 2008
Calyon Financial formerly Carr Futures 2004 - January 2008
Carr Futures formerly Dean Witter Reynolds 1997 - March 2004
Dean Witter Reynolds 1984 - 1997
Skills
SQL, Crystal Reports, Application support, IT Triage, Application Support, Databases, ITIL, Access, Trading Systems, Microsoft SQL Server, SharePoint, Business Analysis, Testing, Disaster Recovery, Integration, Windows Server, Servers, XML, Quality Assurance, Electronic Trading, Java, DB2, Networking, Sybase, Windows, Requirements Gathering, SDLC, Agile Methodologies, Requirements Analysis, Unix, Microsoft Exchange, Software Installation, Systems Analysis, Linux, Training, Visio
Education
University of Illinois at Chicago 1974 — 1978
Associates, Math, Computer Science, Biology
JPMorgan Chase October 2014 - Present
Kforce Technical Staffing February 2012 - October 2014
Macquarie Futures USA Inc October 2009 - December 2011
Newedge USA LLC formerly Newedge Financial INC June 2008 - March 2009
Newedge Financial INC formerly Calyon Financial January 2008 - June 2008
Calyon Financial formerly Carr Futures 2004 - January 2008
Carr Futures formerly Dean Witter Reynolds 1997 - March 2004
Dean Witter Reynolds 1984 - 1997
Skills
SQL, Crystal Reports, Application support, IT Triage, Application Support, Databases, ITIL, Access, Trading Systems, Microsoft SQL Server, SharePoint, Business Analysis, Testing, Disaster Recovery, Integration, Windows Server, Servers, XML, Quality Assurance, Electronic Trading, Java, DB2, Networking, Sybase, Windows, Requirements Gathering, SDLC, Agile Methodologies, Requirements Analysis, Unix, Microsoft Exchange, Software Installation, Systems Analysis, Linux, Training, Visio
Education
University of Illinois at Chicago 1974 — 1978
Associates, Math, Computer Science, Biology
Christine Ebersbach's Dean Witter Reynolds Experience 1995 - 1997
Job Wellness Coach / Trainer
Industry Education Management
Experience
2 Swole Sisters Fitness January 2014 - Present
Brevard County Schools September 2002 - Present
Self Employed January 2000 - December 2011
Dean Witter Reynolds 1995 - 1997
Skills
Event Planning, Blogging, Public Relations, Social Media, Fundraising, Curriculum Design, Microsoft Office, Teaching, Curriculum Development, Strategic Planning, Lesson Planning, Project Planning, Writing, Drawing, Distance Learning, Brand Development, Training & Development, Communications, ISSA personal trainer, Certified Trainer, Health Education, Nutrition Education, Fitness Training, Fitness Instruction, Weight Training, Weight Management, Weightlifting, Weight Loss Coaching, Fitness Consulting, Cardiovascular Fitness, Strength & Conditioning, Strength Training, Modeling, Public Speaking, Management, Marketing, Team Building, Customer Service, Social Networking
Education
Walden University 2006 — 2008
In progress, Organizational Psychology
The University of Texas at Arlington 1999 — 2001
BA, English
Merritt Island High 1983 — 1986
2 Swole Sisters Fitness January 2014 - Present
Brevard County Schools September 2002 - Present
Self Employed January 2000 - December 2011
Dean Witter Reynolds 1995 - 1997
Skills
Event Planning, Blogging, Public Relations, Social Media, Fundraising, Curriculum Design, Microsoft Office, Teaching, Curriculum Development, Strategic Planning, Lesson Planning, Project Planning, Writing, Drawing, Distance Learning, Brand Development, Training & Development, Communications, ISSA personal trainer, Certified Trainer, Health Education, Nutrition Education, Fitness Training, Fitness Instruction, Weight Training, Weight Management, Weightlifting, Weight Loss Coaching, Fitness Consulting, Cardiovascular Fitness, Strength & Conditioning, Strength Training, Modeling, Public Speaking, Management, Marketing, Team Building, Customer Service, Social Networking
Education
Walden University 2006 — 2008
In progress, Organizational Psychology
The University of Texas at Arlington 1999 — 2001
BA, English
Merritt Island High 1983 — 1986
David Dimond David Dimond's Dean Witter Reynolds Experience May 1994 - January 1996
Job Branch Manager at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services, Inc., member FINRA/SIPC January 2004 - Present
Edward Jones January 1996 - January 2004
Dean Witter Reynolds May 1994 - January 1996
Education
University of Florida 1979 — 1982
BS, Business Administration and Management, General
Raymond James Financial Services, Inc., member FINRA/SIPC January 2004 - Present
Edward Jones January 1996 - January 2004
Dean Witter Reynolds May 1994 - January 1996
Education
University of Florida 1979 — 1982
BS, Business Administration and Management, General
Barrie Fiske's Dean Witter Reynolds Experience 1987 - 1989
Job Board Member and CoChair of Development, The Campaign for Tobacco Free Kids
Industry Nonprofit Organization Management
Experience
Campaign for Tobacco-Free Kids November 2005 - Present
The Morse Foundation January 2015 - Present
Tobacco Control Advocacy 2003 - Present
Fishers Island Health Project 2001 - 2015
Hambrecht & Quist June 1993 - 1997
Hambrecht & Quist 1990 - June 1993
Dean Witter Reynolds 1987 - 1989
Skills
Philanthropy, Fundraising, Social Entrepreneurship, Volunteer Management, Nonprofits, Marketing Strategy, Leadership, Nonprofit Boards, Business Development, Strategic Communications, Program Development, Community Outreach, Grant Writing, Strategic Planning, Management
Education
University of California, Berkeley 1980 — 1983
Bachelor of Science (BS), Business Administration
Campaign for Tobacco-Free Kids November 2005 - Present
The Morse Foundation January 2015 - Present
Tobacco Control Advocacy 2003 - Present
Fishers Island Health Project 2001 - 2015
Hambrecht & Quist June 1993 - 1997
Hambrecht & Quist 1990 - June 1993
Dean Witter Reynolds 1987 - 1989
Skills
Philanthropy, Fundraising, Social Entrepreneurship, Volunteer Management, Nonprofits, Marketing Strategy, Leadership, Nonprofit Boards, Business Development, Strategic Communications, Program Development, Community Outreach, Grant Writing, Strategic Planning, Management
Education
University of California, Berkeley 1980 — 1983
Bachelor of Science (BS), Business Administration
Janet Klein's Dean Witter Reynolds Experience August 1987 - January 1990
Job Vice President Private Banker at Bremer Bank
Industry Financial Services
Experience
Bremer Bank July 2015 - Present
M&I Bank April 2005 - June 2008
Wells Fargo August 1991 - April 1999
Wells Fargo August 1990 - August 1991
Wells Fargo Bank January 1990 - August 1990
Dean Witter Reynolds August 1987 - January 1990
Procter & Gamble June 1986 - August 1987
Johnson & Johnson June 1985 - June 1986
Skills
Investments, Banking, Mortgage Lending, Portfolio Management, Financial Services, Credit, Loans, Management, Private Banking, Commercial Lending, New Business Development, Commercial Banking, Wealth Management, Sales, Cash Management, CRM, Finance
Education
University of Minnesota-Duluth 1981 — 1985
BBA, Marketing and Finance
Thomas Jefferson High School, Bloomington, MN 1979 — 1981
Bremer Bank July 2015 - Present
M&I Bank April 2005 - June 2008
Wells Fargo August 1991 - April 1999
Wells Fargo August 1990 - August 1991
Wells Fargo Bank January 1990 - August 1990
Dean Witter Reynolds August 1987 - January 1990
Procter & Gamble June 1986 - August 1987
Johnson & Johnson June 1985 - June 1986
Skills
Investments, Banking, Mortgage Lending, Portfolio Management, Financial Services, Credit, Loans, Management, Private Banking, Commercial Lending, New Business Development, Commercial Banking, Wealth Management, Sales, Cash Management, CRM, Finance
Education
University of Minnesota-Duluth 1981 — 1985
BBA, Marketing and Finance
Thomas Jefferson High School, Bloomington, MN 1979 — 1981
Jane Harris Jane Harris's Dean Witter Reynolds Experience 1986 - 1988
Job Licensed Texas Realtor and Petroleum Landman
Industry Oil & Energy
Experience
Keller Williams Realty, Inc. and Harris Land Services 2015 - Present
Shell Oil Company May 1988 - May 2014
Dean Witter Reynolds 1986 - 1988
Williams Exploration Company 1985 - 1986
TXO (Texas Oil and Gas Corporation) 1984 - 1985
Skills
Natural Gas, Upstream, Leases, Energy Industry, Oil/Gas, Energy, Real Estate, Gas, Petroleum, Downstream Oil, Drilling, Oil, Field Development, Contract Negotiation, Pipelines, Oil & Gas
Education
University of Houston-Downtown 1981 — 1984
B.S. - Petroleum Land Management
Ponca City High School
Keller Williams Realty, Inc. and Harris Land Services 2015 - Present
Shell Oil Company May 1988 - May 2014
Dean Witter Reynolds 1986 - 1988
Williams Exploration Company 1985 - 1986
TXO (Texas Oil and Gas Corporation) 1984 - 1985
Skills
Natural Gas, Upstream, Leases, Energy Industry, Oil/Gas, Energy, Real Estate, Gas, Petroleum, Downstream Oil, Drilling, Oil, Field Development, Contract Negotiation, Pipelines, Oil & Gas
Education
University of Houston-Downtown 1981 — 1984
B.S. - Petroleum Land Management
Ponca City High School
Jeffrey C. Leighton, CFA Jeffrey C. Leighton, CFA's Dean Witter Reynolds Experience September 1985 - December 1988
Job Helping advisors accelerate their practices through the implementation of Goals Based Wealth Management
Industry Investment Management
Experience
Wealthcare Capital Management February 2014 - Present
Salt Marsh Asset Management September 2006 - January 2014
Evergreen Investments January 2004 - September 2006
Nicholas Applegate Capital Management August 1992 - December 2003
Interinvest Corporation January 1990 - July 1992
Prudential Financial January 1988 - December 1989
Dean Witter Reynolds September 1985 - December 1988
Skills
Portfolio Management, Investments, Institutional..., Asset Management, Investment Advisory, Separately Managed..., Strategic Financial..., High Net Worth..., Wealth Management, Securities, Equities, Investment Strategies, Investment Management, Public Speaking
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BSc), Zoology/Neurophysiology Honors Thesis
University of East Anglia 1982 — 1983
Organic Chemistry
Wealthcare Capital Management February 2014 - Present
Salt Marsh Asset Management September 2006 - January 2014
Evergreen Investments January 2004 - September 2006
Nicholas Applegate Capital Management August 1992 - December 2003
Interinvest Corporation January 1990 - July 1992
Prudential Financial January 1988 - December 1989
Dean Witter Reynolds September 1985 - December 1988
Skills
Portfolio Management, Investments, Institutional..., Asset Management, Investment Advisory, Separately Managed..., Strategic Financial..., High Net Worth..., Wealth Management, Securities, Equities, Investment Strategies, Investment Management, Public Speaking
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BSc), Zoology/Neurophysiology Honors Thesis
University of East Anglia 1982 — 1983
Organic Chemistry
Patricia Bass Peterson Patricia Bass Peterson's Dean Witter Reynolds Experience 1984 - 1990
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities 2004 - 2009
Prudential Securities 1998 - 2003
Paine Webber 1991 - 1998
Rotan Mosle 1990 - 1991
Dean Witter Reynolds 1984 - 1990
Skills
Business Services, Retirement Planning for..., Estate Investment..., Retirement Planning, Investment Planning
Education
University of North Texas 1980 — 1982
Bachelor of Business Administration (BBA)
The University of Texas at San Antonio 1978 — 1980
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Securities 2004 - 2009
Prudential Securities 1998 - 2003
Paine Webber 1991 - 1998
Rotan Mosle 1990 - 1991
Dean Witter Reynolds 1984 - 1990
Skills
Business Services, Retirement Planning for..., Estate Investment..., Retirement Planning, Investment Planning
Education
University of North Texas 1980 — 1982
Bachelor of Business Administration (BBA)
The University of Texas at San Antonio 1978 — 1980
Brad Kidwell Brad Kidwell's Dean Witter Reynolds Experience 1986 - 1989
Job Option Portfolio Manager at Sheridan Options Mentoring
Industry Financial Services
Experience
Sheridan Options Mentoring 2000 - Present
Montgomery Asset Management 1989 - 2000
Dean Witter Reynolds 1986 - 1989
Education
University of California, Los Angeles
Bachelor's degree, Economics
Sheridan Options Mentoring 2000 - Present
Montgomery Asset Management 1989 - 2000
Dean Witter Reynolds 1986 - 1989
Education
University of California, Los Angeles
Bachelor's degree, Economics
Terry Loomis Terry Loomis's Dean Witter Reynolds Experience January 1983 - January 1984
Job Teacher at Clark County School District
Industry Education Management
Experience
Clark County School District January 2005 - Present
Clark County School District January 2006 - November 2008
Clark County School District August 2003 - December 2005
FedEx August 1984 - November 2005
FedEx July 1984 - November 2005
Dean Witter Reynolds January 1983 - January 1984
U.S. Air Force July 1973 - October 1983
Skills
Teaching, Classroom, Team Leadership, Management, Customer Service, Team Building, Social Media, PowerPoint, Microsoft Office, Non-profits, Time Management, Curriculum Design, Event Management, Teacher Training, Nonprofits, Leadership Development, Staff Development, Public Speaking, Educational Leadership, Curriculum Development
Education
University of Nevada-Las Vegas 2005 — 2007
M. Ed., Curriculum and Instruction
University of Nevada-Las Vegas 1999 — 2005
BS, Hotel Administration
High School Graduate, New Smyrna Beach Sr. High School 1969 — 1973
Clark County School District January 2005 - Present
Clark County School District January 2006 - November 2008
Clark County School District August 2003 - December 2005
FedEx August 1984 - November 2005
FedEx July 1984 - November 2005
Dean Witter Reynolds January 1983 - January 1984
U.S. Air Force July 1973 - October 1983
Skills
Teaching, Classroom, Team Leadership, Management, Customer Service, Team Building, Social Media, PowerPoint, Microsoft Office, Non-profits, Time Management, Curriculum Design, Event Management, Teacher Training, Nonprofits, Leadership Development, Staff Development, Public Speaking, Educational Leadership, Curriculum Development
Education
University of Nevada-Las Vegas 2005 — 2007
M. Ed., Curriculum and Instruction
University of Nevada-Las Vegas 1999 — 2005
BS, Hotel Administration
High School Graduate, New Smyrna Beach Sr. High School 1969 — 1973
William Kendall, CFP® William Kendall, CFP®'s Dean Witter Reynolds Experience 1983 - 1989
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Wells Fargo 1989 - Present
Wachovia Securities, LLC 2007 - 2009
A.G. Edwards & Sons, Inc. 1989 - 2007
Dean Witter Reynolds 1983 - 1989
Skills
Investments, Finance, Customer Service, Retirement Planning, Retirement, Strategic Planning, Mutual Funds, Sales Management, Economics, Financial Services
Education
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Political Economics
Holds Series 7, 63 registrations
Wells Fargo Advisors 2009 - Present
Wells Fargo 1989 - Present
Wachovia Securities, LLC 2007 - 2009
A.G. Edwards & Sons, Inc. 1989 - 2007
Dean Witter Reynolds 1983 - 1989
Skills
Investments, Finance, Customer Service, Retirement Planning, Retirement, Strategic Planning, Mutual Funds, Sales Management, Economics, Financial Services
Education
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Political Economics
Holds Series 7, 63 registrations
Christy Johnston Christy Johnston's Dean Witter Reynolds Experience 1993 - 1994
Job Owner, Christy's Designs
Industry Design
Experience
Christy's Designs 1998 - Present
Chesapeake Energy 1996 - 1997
Trust Environmental Services 1994 - 1995
Dean Witter Reynolds 1993 - 1994
KeyBank 1990 - 1993
Education
University of Oklahoma 1995 — 1997
Bachelors of Business Administration, Finance
Christy's Designs 1998 - Present
Chesapeake Energy 1996 - 1997
Trust Environmental Services 1994 - 1995
Dean Witter Reynolds 1993 - 1994
KeyBank 1990 - 1993
Education
University of Oklahoma 1995 — 1997
Bachelors of Business Administration, Finance
Frank Cotilla's Dean Witter Reynolds Experience January 1988 - February 1993
Job Senior Vice President/Director of Facilities & Network Management at Sun National Bank
Industry Real Estate
Experience
Sun National Bank March 2009 - Present
Jones Lang LaSalle (acquired The Staubach Company May, 2007) May 2007 - March 2009
The Staubach Company April 2001 - May 2007
Colliers ABR April 1998 - April 2001
Equity Office Properties Trust April 1996 - April 1998
The Shorenstein Company February 1993 - April 1996
Dean Witter Reynolds January 1988 - February 1993
US Government, Housing & Urban Development April 1987 - January 1988
Securities Industry Automation Corporation June 1986 - April 1987
Skills
Corporate Real Estate, Real Estate Development, Real Estate Transactions, Project Management, Property Management, Facilities Management, Asset Management, Capital Budgeting, Operating Budgets, Strategic Financial..., Financial Reporting, Purchase Management, Labor Relations, Disaster Recovery, Data Center, Business Planning, Business Continuity, Contract Management, Construction Management, Consulting, Budgets, Real Estate, Mergers & Acquisitions, Construction, Location Intelligence, Leases, Due Diligence, Commercial Real Estate, LEED projects, Contract Negotiation, Real Estate Economics, Portfolio Management, Management, Lease Negotiations, Disposition, Risk Management, Purchasing, Vendor Management, Finance, Valuation, Real Estate Financing, Financial Analysis, Facilities Operations, Financial Modeling, Acquisitions, Lease Administration, Investments, Operations Management, Property, Investment Properties
Education
Tulane University 1982 — 1986
Bachelor of Science (BS), Mechanical Engineering
Sun National Bank March 2009 - Present
Jones Lang LaSalle (acquired The Staubach Company May, 2007) May 2007 - March 2009
The Staubach Company April 2001 - May 2007
Colliers ABR April 1998 - April 2001
Equity Office Properties Trust April 1996 - April 1998
The Shorenstein Company February 1993 - April 1996
Dean Witter Reynolds January 1988 - February 1993
US Government, Housing & Urban Development April 1987 - January 1988
Securities Industry Automation Corporation June 1986 - April 1987
Skills
Corporate Real Estate, Real Estate Development, Real Estate Transactions, Project Management, Property Management, Facilities Management, Asset Management, Capital Budgeting, Operating Budgets, Strategic Financial..., Financial Reporting, Purchase Management, Labor Relations, Disaster Recovery, Data Center, Business Planning, Business Continuity, Contract Management, Construction Management, Consulting, Budgets, Real Estate, Mergers & Acquisitions, Construction, Location Intelligence, Leases, Due Diligence, Commercial Real Estate, LEED projects, Contract Negotiation, Real Estate Economics, Portfolio Management, Management, Lease Negotiations, Disposition, Risk Management, Purchasing, Vendor Management, Finance, Valuation, Real Estate Financing, Financial Analysis, Facilities Operations, Financial Modeling, Acquisitions, Lease Administration, Investments, Operations Management, Property, Investment Properties
Education
Tulane University 1982 — 1986
Bachelor of Science (BS), Mechanical Engineering
Tracey Wittenfeld Tracey Wittenfeld's Dean Witter Reynolds Experience January 1981 - June 1984
Job Marketing Manager at Washington State Fair
Industry Entertainment
Experience
Washington State Fair July 1998 - Present
Dean Witter Reynolds January 1981 - June 1984
Skills
Advertising, Social Media Marketing, Trade Shows, Brand Awareness, Photoshop, Marketing Communications, Marketing Strategy, Sponsorship, Media Buying, Direct Marketing, Event Planning, Online Advertising, Facebook, Newsletters, Public Relations, Social Media, Email Marketing, Marketing, Event Management, Customer Service, Social Networking, Strategic Planning, Market Research
Education
University of Puget Sound 1986 — 1989
Business, Finance, Marketing, Int'l Business
Mt Tahoma High School 1981 — 1984
Washington State Fair July 1998 - Present
Dean Witter Reynolds January 1981 - June 1984
Skills
Advertising, Social Media Marketing, Trade Shows, Brand Awareness, Photoshop, Marketing Communications, Marketing Strategy, Sponsorship, Media Buying, Direct Marketing, Event Planning, Online Advertising, Facebook, Newsletters, Public Relations, Social Media, Email Marketing, Marketing, Event Management, Customer Service, Social Networking, Strategic Planning, Market Research
Education
University of Puget Sound 1986 — 1989
Business, Finance, Marketing, Int'l Business
Mt Tahoma High School 1981 — 1984
Gail Pflederer Gail Pflederer's Dean Witter Reynolds Experience 1979 - 1983
Job Senior Counsel, GE Equity
Industry Capital Markets
Experience
GE Capital Americas March 2014 - March 2015
GE Capital Americas, Bank Loan Group December 2010 - March 2014
MasterCard July 2010 - December 2010
GE Capital Corporation August 2004 - March 2010
GE Commercial Equipment Financing April 2001 - August 2004
GE Vendor Financial Services January 1998 - January 2001
Orrick, Herrington & Sutcliffe LLP October 1986 - August 1998
Dean Witter Reynolds 1979 - 1983
Education
University of California, Berkeley - School of Law 1984 — 1986
JD
University of California, Los Angeles - School of Law 1983 — 1984
University of Wisconsin-Madison 1974 — 1979
B.S. 1978
GE Capital Americas March 2014 - March 2015
GE Capital Americas, Bank Loan Group December 2010 - March 2014
MasterCard July 2010 - December 2010
GE Capital Corporation August 2004 - March 2010
GE Commercial Equipment Financing April 2001 - August 2004
GE Vendor Financial Services January 1998 - January 2001
Orrick, Herrington & Sutcliffe LLP October 1986 - August 1998
Dean Witter Reynolds 1979 - 1983
Education
University of California, Berkeley - School of Law 1984 — 1986
JD
University of California, Los Angeles - School of Law 1983 — 1984
University of Wisconsin-Madison 1974 — 1979
B.S. 1978
Patrick Mundy Patrick Mundy's Dean Witter Reynolds Experience January 1992 - August 1995
Job CoFounder at RocketWeave LLC
Industry Information Technology and Services
Experience
Mindful Play Media July 2014 - Present
RocketWeave LLC (fka BizRivet) August 2013 - Present
Kydaemos February 2011 - Present
Groove Analytics LLC February 2011 - September 2013
Self Employed March 2009 - February 2011
Verus Technology Solutions October 2002 - March 2009
Seligman Data Corp 2000 - 2002
State Street Corporation 1999 - 2000
Dean Witter Reynolds January 1992 - August 1995
Solano Cellars June 1988 - March 1989
Skills
SQL, Microsoft SQL Server, Software Development, SSIS, Databases, Agile Methodologies, Business Intelligence, Business Analysis, Data Warehousing, Data Analysis, Crystal Reports, Data Integration, Requirements Analysis, ETL, Data Modeling, Visual Basic, SDLC, Analytics, Business Process, Business Objects, OLAP, Analysis, Integration
Education
University of California, Berkeley 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters
Redwood HS 1982 — 1984
Mindful Play Media July 2014 - Present
RocketWeave LLC (fka BizRivet) August 2013 - Present
Kydaemos February 2011 - Present
Groove Analytics LLC February 2011 - September 2013
Self Employed March 2009 - February 2011
Verus Technology Solutions October 2002 - March 2009
Seligman Data Corp 2000 - 2002
State Street Corporation 1999 - 2000
Dean Witter Reynolds January 1992 - August 1995
Solano Cellars June 1988 - March 1989
Skills
SQL, Microsoft SQL Server, Software Development, SSIS, Databases, Agile Methodologies, Business Intelligence, Business Analysis, Data Warehousing, Data Analysis, Crystal Reports, Data Integration, Requirements Analysis, ETL, Data Modeling, Visual Basic, SDLC, Analytics, Business Process, Business Objects, OLAP, Analysis, Integration
Education
University of California, Berkeley 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters
Redwood HS 1982 — 1984
Boyd Chitwood, Ed.D. Boyd Chitwood, Ed.D.'s Dean Witter Reynolds Experience January 1988 - December 1992
Job Superintendent at Mingo Valley Christian School
Industry Education Management
Experience
Mingo Valley Christian School July 2014 - Present
Innovare Education Partners August 2011 - Present
Christian Heritage School July 2013 - July 2014
Cambridge Christian School July 2007 - June 2013
Christian Schools of Florida April 2010 - April 2013
Little Rock Christian Academy July 1995 - June 2006
Little Rock Christian Academy January 1993 - July 1995
Dean Witter Reynolds January 1988 - December 1992
Area Marketing Research Associates September 1986 - December 1987
Skills
Curriculum Design, Educational Leadership, Instructional Design, Fundraising, Teacher Training, Teaching, Staff Development, Curriculum Development, Leadership, Classroom, Public Speaking, Educational Consulting, Strategic Planning, Higher Education, Educational Technology, Team Leadership, K-12, Leadership Development, Special Education, Training, Organizational..., Elementary Education, Nonprofits, Program Development, Community Outreach, Organizational..., Admissions, Professional Writing, Education Reform, Strategy, Strategic Visioning, Market Positioning, Accreditation, Distance Learning, Adult Education, Team Building, Executive Financial..., Positioning, E-Learning, Faculty Development, Volunteer Management, Career Counseling, International Education, Secondary Education, Change Management, Capital Campaign..., Thought Leadership, Private Equity, Venture Capital, Entrepreneurship
Education
University of Arkansas at Little Rock 2001 — 2008
Ed.D., HIED-Faculty Development
University of Arkansas at Little Rock 1997 — 2000
M.Ed., Administration and Supervision
Vanderbilt University 1982 — 1986
M.Div, Theology
Rhodes College 1978 — 1982
B.S., Physics, Cum Laude
Mingo Valley Christian School July 2014 - Present
Innovare Education Partners August 2011 - Present
Christian Heritage School July 2013 - July 2014
Cambridge Christian School July 2007 - June 2013
Christian Schools of Florida April 2010 - April 2013
Little Rock Christian Academy July 1995 - June 2006
Little Rock Christian Academy January 1993 - July 1995
Dean Witter Reynolds January 1988 - December 1992
Area Marketing Research Associates September 1986 - December 1987
Skills
Curriculum Design, Educational Leadership, Instructional Design, Fundraising, Teacher Training, Teaching, Staff Development, Curriculum Development, Leadership, Classroom, Public Speaking, Educational Consulting, Strategic Planning, Higher Education, Educational Technology, Team Leadership, K-12, Leadership Development, Special Education, Training, Organizational..., Elementary Education, Nonprofits, Program Development, Community Outreach, Organizational..., Admissions, Professional Writing, Education Reform, Strategy, Strategic Visioning, Market Positioning, Accreditation, Distance Learning, Adult Education, Team Building, Executive Financial..., Positioning, E-Learning, Faculty Development, Volunteer Management, Career Counseling, International Education, Secondary Education, Change Management, Capital Campaign..., Thought Leadership, Private Equity, Venture Capital, Entrepreneurship
Education
University of Arkansas at Little Rock 2001 — 2008
Ed.D., HIED-Faculty Development
University of Arkansas at Little Rock 1997 — 2000
M.Ed., Administration and Supervision
Vanderbilt University 1982 — 1986
M.Div, Theology
Rhodes College 1978 — 1982
B.S., Physics, Cum Laude
Steven Ricciardi Steven Ricciardi's Dean Witter Reynolds Experience 1992 - 1998
Job Private Investor and Consultant
Industry
Experience
Swan Song Associates 2013 - Present
Richmond Lawrence Mgmt 2013 - Present
Goldman Sachs 2006 - 2012
Lehman Brothers 2001 - 2006
Prudential Securities 1998 - 2001
Dean Witter Reynolds 1992 - 1998
Fidelity Investments 1991 - 1992
County NatWest 1986 - 1991
Skills
Investment Banking, Structured Products, Derivatives, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Portfolio Management, Private Equity, Management, Investments, Asset Management
Education
State University of New York at Albany
Swan Song Associates 2013 - Present
Richmond Lawrence Mgmt 2013 - Present
Goldman Sachs 2006 - 2012
Lehman Brothers 2001 - 2006
Prudential Securities 1998 - 2001
Dean Witter Reynolds 1992 - 1998
Fidelity Investments 1991 - 1992
County NatWest 1986 - 1991
Skills
Investment Banking, Structured Products, Derivatives, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Portfolio Management, Private Equity, Management, Investments, Asset Management
Education
State University of New York at Albany
Nicola Farman's Dean Witter Reynolds Experience November 1990 - May 1996
Job Online Marketing Manager at Springer Science+Business Media
Industry Internet
Experience
Springer Science+Business Media January 2011 - Present
Penton Media August 2007 - March 2010
Beechwood Organization December 2006 - July 2007
Morgan Stanley Dean Witter August 2003 - April 2006
Avis August 1997 - June 2003
Dean Witter Reynolds November 1990 - May 1996
Skills
Omniture, Facebook, CSS, JavaScript, HTML, Web 2.0, Drupal, Marketing Communications, Blogging, Photoshop, Integrated Marketing, Google Analytics, Content Management, SEO, Email Marketing, CMS, Social Media Marketing, Web Analytics, E-commerce, Digital Marketing, Advertising, Product Marketing, Online Advertising, Online Marketing, Product Management, Marketing
Education
University at Albany, SUNY
B.S., Economics
Springer Science+Business Media January 2011 - Present
Penton Media August 2007 - March 2010
Beechwood Organization December 2006 - July 2007
Morgan Stanley Dean Witter August 2003 - April 2006
Avis August 1997 - June 2003
Dean Witter Reynolds November 1990 - May 1996
Skills
Omniture, Facebook, CSS, JavaScript, HTML, Web 2.0, Drupal, Marketing Communications, Blogging, Photoshop, Integrated Marketing, Google Analytics, Content Management, SEO, Email Marketing, CMS, Social Media Marketing, Web Analytics, E-commerce, Digital Marketing, Advertising, Product Marketing, Online Advertising, Online Marketing, Product Management, Marketing
Education
University at Albany, SUNY
B.S., Economics
Rene Trujillo's Dean Witter Reynolds Experience 1990 - 1992
Job Research Assistant Ballou Plum Wealth Advisors
Industry Financial Services
Experience
Ballou Plum Wealth Advisors September 2012 - Present
Advisor Partners, LLC March 2007 - September 2012
Advisor Partners, LLC 2008 - 2009
Schwab October 2003 - May 2007
Romac/KForce July 1997 - December 2001
Kana 2001 - 2001
kForce 1997 - 2000
Dean Witter Reynolds 1990 - 1992
Education
University of San Francisco 2003 — 2005
MBA, MBA
University of San Francisco 1988 — 1992
Ballou Plum Wealth Advisors September 2012 - Present
Advisor Partners, LLC March 2007 - September 2012
Advisor Partners, LLC 2008 - 2009
Schwab October 2003 - May 2007
Romac/KForce July 1997 - December 2001
Kana 2001 - 2001
kForce 1997 - 2000
Dean Witter Reynolds 1990 - 1992
Education
University of San Francisco 2003 — 2005
MBA, MBA
University of San Francisco 1988 — 1992
Chris Bruser, CRMP's Dean Witter Reynolds Experience December 1992 - June 1996
Job Home Equity Retirement Specialist/ HECM for Purchase Specialist at Retirement Funding Solutions, Inc.
Industry Financial Services
Experience
Retirement Funding Solutions, Inc. July 2015 - Present
Security One Lending June 2012 - June 2015
MetLife Bank November 2008 - June 2012
Homexpress Lending, Inc. September 2003 - November 2008
Smith Barney February 2000 - September 2003
First Union Securities May 1996 - January 2000
Dean Witter Reynolds December 1992 - June 1996
Skills
Public Speaking, Continuing Education..., Retirement Income..., Reverse Mortgages, Home Equity, Seniors, Financial Markets, Retirement Planning, Refinance, Investments, Financial Services, Banking, Mortgage Lending, Coaching, Loans, Customer Service, Retirement, Mortgage Banking, Finance, Real Estate, Sellers, Loan Origination, Asset Allocation, Investment Properties, Credit, Residential Mortgages, Mortgage Marketing, Series 7, Fixed Annuities, Underwriting, FHA, Financial Advisory, Real Estate Financing, Home Equity Loans, Mutual Funds, FHA financing, Home Equity Lines of..., Credit Analysis, FHA Financing
Education
University of Cincinnati 1986 — 1991
Marketing
Elder High School 1982 — 1986
Retirement Funding Solutions, Inc. July 2015 - Present
Security One Lending June 2012 - June 2015
MetLife Bank November 2008 - June 2012
Homexpress Lending, Inc. September 2003 - November 2008
Smith Barney February 2000 - September 2003
First Union Securities May 1996 - January 2000
Dean Witter Reynolds December 1992 - June 1996
Skills
Public Speaking, Continuing Education..., Retirement Income..., Reverse Mortgages, Home Equity, Seniors, Financial Markets, Retirement Planning, Refinance, Investments, Financial Services, Banking, Mortgage Lending, Coaching, Loans, Customer Service, Retirement, Mortgage Banking, Finance, Real Estate, Sellers, Loan Origination, Asset Allocation, Investment Properties, Credit, Residential Mortgages, Mortgage Marketing, Series 7, Fixed Annuities, Underwriting, FHA, Financial Advisory, Real Estate Financing, Home Equity Loans, Mutual Funds, FHA financing, Home Equity Lines of..., Credit Analysis, FHA Financing
Education
University of Cincinnati 1986 — 1991
Marketing
Elder High School 1982 — 1986
Bill Menezes's Dean Witter Reynolds Experience September 1990 - September 1995
Job Principal Research Analyst at Gartner
Industry Research
Experience
Gartner March 2012 - Present
One Touch Intelligence December 2010 - December 2011
VisiTech PR August 2009 - December 2010
Colorado Media Matters July 2006 - April 2009
Carmichael Lynch Spong January 2004 - July 2006
Denver Post May 2003 - December 2003
Reed Business Information September 1996 - May 2003
Rocky Mountain News 1995 - 1996
Dean Witter Reynolds September 1990 - September 1995
Associated Press January 1982 - September 1990
Skills
Live presentation, Writing, editing, Research, Media Relations, Internal Communications, Editing, Writing, Public Relations, Public Speaking, Corporate Communications, Strategic Communications, Social Media, Press Releases, Journalism, Blogging, Broadcast, Newsletters, Crisis Communications, Digital Media, New Media, Copy Editing, Web Content, Non-profits, Publishing, Publications, Storytelling
Education
The University of Kansas 1977 — 1981
Journalism
Gartner March 2012 - Present
One Touch Intelligence December 2010 - December 2011
VisiTech PR August 2009 - December 2010
Colorado Media Matters July 2006 - April 2009
Carmichael Lynch Spong January 2004 - July 2006
Denver Post May 2003 - December 2003
Reed Business Information September 1996 - May 2003
Rocky Mountain News 1995 - 1996
Dean Witter Reynolds September 1990 - September 1995
Associated Press January 1982 - September 1990
Skills
Live presentation, Writing, editing, Research, Media Relations, Internal Communications, Editing, Writing, Public Relations, Public Speaking, Corporate Communications, Strategic Communications, Social Media, Press Releases, Journalism, Blogging, Broadcast, Newsletters, Crisis Communications, Digital Media, New Media, Copy Editing, Web Content, Non-profits, Publishing, Publications, Storytelling
Education
The University of Kansas 1977 — 1981
Journalism
Pauline Ikawa's Dean Witter Reynolds Experience 1986 - 1989
Job Vice President Community Development, TD Bank, N.A.
Industry Banking
Experience
TD Bank, N.A. May 1989 - Present
Dean Witter Reynolds 1986 - 1989
Skills
Nonprofits, Banking, Non-profits, Fundraising, Community Development, Community Outreach, Strategic Planning, Public Speaking, Budgets, Volunteer Management, Policy, Program Development, Leadership, Economic Development, Program Management, Government
Education
University of New Hampshire 1975 — 1977
Bachelor of Science, Botany
University of Colorado at Boulder 1971 — 1973
TD Bank, N.A. May 1989 - Present
Dean Witter Reynolds 1986 - 1989
Skills
Nonprofits, Banking, Non-profits, Fundraising, Community Development, Community Outreach, Strategic Planning, Public Speaking, Budgets, Volunteer Management, Policy, Program Development, Leadership, Economic Development, Program Management, Government
Education
University of New Hampshire 1975 — 1977
Bachelor of Science, Botany
University of Colorado at Boulder 1971 — 1973
Charlotte Ream Cooper's Dean Witter Reynolds Experience December 1980 - August 1988
Job Owner, Charlotte Ream Cooper & Associates LLC
Industry Financial Services
Experience
Charlotte Ream Cooper & Associates LLC January 2000 - Present
Oklahoma City Community College 2000 - 2002
The Acacia Group 1990 - 1998
Paine Webber 1988 - 1990
Dean Witter Reynolds December 1980 - August 1988
Skills
Fundraising, Public Speaking, Leadership Development, Event Planning, Public Relations, Nonprofits, Non-profits, Coaching, Editing, Higher Education, Research, Teaching, Social Media, Management, Team Building, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, Microsoft Word, Staff Development, Instructional Design, Media Relations, Press Releases, Geriatric Care..., Fraud Investigations, Budgeting and Debt..., Geriatric Medical..., Administrative..., Executive...
Education
University of Oklahoma 1957 — 1961
Bachelor of Science, History, Geography
Perry High School 1951 — 1957
Charlotte Ream Cooper & Associates LLC January 2000 - Present
Oklahoma City Community College 2000 - 2002
The Acacia Group 1990 - 1998
Paine Webber 1988 - 1990
Dean Witter Reynolds December 1980 - August 1988
Skills
Fundraising, Public Speaking, Leadership Development, Event Planning, Public Relations, Nonprofits, Non-profits, Coaching, Editing, Higher Education, Research, Teaching, Social Media, Management, Team Building, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, Microsoft Word, Staff Development, Instructional Design, Media Relations, Press Releases, Geriatric Care..., Fraud Investigations, Budgeting and Debt..., Geriatric Medical..., Administrative..., Executive...
Education
University of Oklahoma 1957 — 1961
Bachelor of Science, History, Geography
Perry High School 1951 — 1957
Debbie Torres's Dean Witter Reynolds Experience 1991 - 1993
Job IT Project Manager at Franklin Templeton Group
Industry Information Technology and Services
Experience
Franklin Templeton Investments February 1993 - Present
Dean Witter Reynolds 1991 - 1993
Education
University of Oregon 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Franklin Templeton Investments February 1993 - Present
Dean Witter Reynolds 1991 - 1993
Education
University of Oregon 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Daniel Hare's Dean Witter Reynolds Experience 1996 - 1997
Job Trader and Risk Manager at Milliman
Industry Banking
Experience
Milliman March 2011 - Present
Hanley Group Capital 2010 - 2011
Traditum Group 2009 - 2010
ABN AMRO 2007 - 2008
ABN AMRO 2004 - 2007
ABN AMRO 2001 - 2004
ABN AMRO Bank N.V. 1997 - 2001
Dean Witter Reynolds 1996 - 1997
Societe Generale 1992 - October 1995
Skills
FX Options, Derivatives, Financial Markets, Capital Markets, Interest Rate..., Fixed Income, Swaps, Structured Products, Options, Trading, Hedging, Investment Banking, Currency, Banking, Market Risk, Equities, Portfolio Management, Trading Systems, FX trading, Financial Structuring, Commodity, Trading Strategies, Structured Finance, Proprietary Trading, Credit Derivatives, Asset Management, Foreign Exchange, Hedge Funds, Financial Risk, ALM, Equity Derivatives, Bloomberg, Risk Management, Electronic Trading, Treasury, Interest Rate Swaps, Money Market, Volatility, Investment Management, Investments, Treasury Management, Options Strategies, Quantitative Finance, Bonds, Credit Risk, ETFs, Asset Allocation, Operational Risk, Alternative Investments, Equity Trading
Education
University of Iowa - Henry B. Tippie College of Business 1986 — 1990
B.B.A., Finance
Milliman March 2011 - Present
Hanley Group Capital 2010 - 2011
Traditum Group 2009 - 2010
ABN AMRO 2007 - 2008
ABN AMRO 2004 - 2007
ABN AMRO 2001 - 2004
ABN AMRO Bank N.V. 1997 - 2001
Dean Witter Reynolds 1996 - 1997
Societe Generale 1992 - October 1995
Skills
FX Options, Derivatives, Financial Markets, Capital Markets, Interest Rate..., Fixed Income, Swaps, Structured Products, Options, Trading, Hedging, Investment Banking, Currency, Banking, Market Risk, Equities, Portfolio Management, Trading Systems, FX trading, Financial Structuring, Commodity, Trading Strategies, Structured Finance, Proprietary Trading, Credit Derivatives, Asset Management, Foreign Exchange, Hedge Funds, Financial Risk, ALM, Equity Derivatives, Bloomberg, Risk Management, Electronic Trading, Treasury, Interest Rate Swaps, Money Market, Volatility, Investment Management, Investments, Treasury Management, Options Strategies, Quantitative Finance, Bonds, Credit Risk, ETFs, Asset Allocation, Operational Risk, Alternative Investments, Equity Trading
Education
University of Iowa - Henry B. Tippie College of Business 1986 — 1990
B.B.A., Finance
Teri Hennington, SPHR, SHRM-SCP's Dean Witter Reynolds Experience January 1984 - January 1987
Job Director of Human Resources at MedManagement LLC
Industry Health, Wellness and Fitness
Experience
MedManagement LLC August 2013 - Present
Wilmer & Lee, PC February 2012 - August 2013
Momentum Telecom, Inc March 2005 - March 2009
Quorum Videoconferencing March 2004 - March 2005
Perceptions, Inc January 1987 - January 1994
Dean Witter Reynolds January 1984 - January 1987
Boeing Computer Support Services, Inc January 1981 - January 1984
Skills
Recruiting, Microsoft Excel, Human Resources, Employee Benefits, Microsoft Word, Management, Telecommunications, Analysis, Negotiation, Marketing, Outlook, Contract Negotiation, Process Improvement, Strategic Planning, Legal Research, Sales, Budgets, Team Building, Software Documentation, Program Management, Customer Satisfaction, Account Management, Leadership, Customer Service, Invoicing, Deferred Compensation, System Administration, Coaching, Performance Management, Microsoft Office, Accounting, Vendor Management, Salesforce.com, Networking
Education
University of Alabama 1977 — 1981
B.S., Human Resources Management
University of Alabama 1977 — 1981
Bachelor of Science (BS), Human Resources Management and Services
MedManagement LLC August 2013 - Present
Wilmer & Lee, PC February 2012 - August 2013
Momentum Telecom, Inc March 2005 - March 2009
Quorum Videoconferencing March 2004 - March 2005
Perceptions, Inc January 1987 - January 1994
Dean Witter Reynolds January 1984 - January 1987
Boeing Computer Support Services, Inc January 1981 - January 1984
Skills
Recruiting, Microsoft Excel, Human Resources, Employee Benefits, Microsoft Word, Management, Telecommunications, Analysis, Negotiation, Marketing, Outlook, Contract Negotiation, Process Improvement, Strategic Planning, Legal Research, Sales, Budgets, Team Building, Software Documentation, Program Management, Customer Satisfaction, Account Management, Leadership, Customer Service, Invoicing, Deferred Compensation, System Administration, Coaching, Performance Management, Microsoft Office, Accounting, Vendor Management, Salesforce.com, Networking
Education
University of Alabama 1977 — 1981
B.S., Human Resources Management
University of Alabama 1977 — 1981
Bachelor of Science (BS), Human Resources Management and Services
Greg Stilson's Dean Witter Reynolds Experience 1991 - 1996
Job Capital Markets Professional
Industry Capital Markets
Experience
White Oak Financial Management 2009 - Present
Pacific Growth Equities 2007 - 2008
Hambrecht & Quist 1996 - 2003
Dean Witter Reynolds 1991 - 1996
Education
University of California, Berkeley 1983 — 1988
BA, Sociology
White Oak Financial Management 2009 - Present
Pacific Growth Equities 2007 - 2008
Hambrecht & Quist 1996 - 2003
Dean Witter Reynolds 1991 - 1996
Education
University of California, Berkeley 1983 — 1988
BA, Sociology
Jean Fidone-Schroer's Dean Witter Reynolds Experience April 1984 - October 1990
Job Vice President at Anchor Capital Advisors
Industry Financial Services
Experience
Anchor Capital Advisors December 2014 - Present
Schroer Property, LLC 2011 - Present
Atalanta Sosnoff December 2005 - December 2014
John Hancock Financial Services February 2005 - November 2005
Rorer Asset Management June 1998 - December 2004
King Investment Advisors, Inc. 1997 - 1998
A.G. Edwards 1990 - 1997
Dean Witter Reynolds April 1984 - October 1990
Omaha National Bank 1978 - 1983
Mr. Steak 1975 - 1977
Skills
Wirehouse marketing, RIA Marketing, CIMA, AIF, IMCA, Asset Allocation
Education
Wharton School of Business, University of Pennsylvannia 2001 — 2001
Executive Degree, Certified Investment Management Analyst
University of Nebraska at Omaha 1979 — 1987
BSBA, Personnel Management
Benson High School
Anchor Capital Advisors December 2014 - Present
Schroer Property, LLC 2011 - Present
Atalanta Sosnoff December 2005 - December 2014
John Hancock Financial Services February 2005 - November 2005
Rorer Asset Management June 1998 - December 2004
King Investment Advisors, Inc. 1997 - 1998
A.G. Edwards 1990 - 1997
Dean Witter Reynolds April 1984 - October 1990
Omaha National Bank 1978 - 1983
Mr. Steak 1975 - 1977
Skills
Wirehouse marketing, RIA Marketing, CIMA, AIF, IMCA, Asset Allocation
Education
Wharton School of Business, University of Pennsylvannia 2001 — 2001
Executive Degree, Certified Investment Management Analyst
University of Nebraska at Omaha 1979 — 1987
BSBA, Personnel Management
Benson High School
Mark Gillelen's Dean Witter Reynolds Experience July 1989 - October 1991
Job Partner at McKinley Financial Group
Industry Investment Management
Experience
McKinley Financial Group May 2012 - Present
Morgan Stanley March 2008 - May 2012
Banc America Investment Services November 1994 - February 2008
Citicorp Investment Services October 1991 - November 1994
Dean Witter Reynolds July 1989 - October 1991
Education
University of California, Santa Barbara 1985 — 1988
BS, LIberal Studies, Political Science & History
McKinley Financial Group May 2012 - Present
Morgan Stanley March 2008 - May 2012
Banc America Investment Services November 1994 - February 2008
Citicorp Investment Services October 1991 - November 1994
Dean Witter Reynolds July 1989 - October 1991
Education
University of California, Santa Barbara 1985 — 1988
BS, LIberal Studies, Political Science & History
Jay Rottner's Dean Witter Reynolds Experience January 1993 - April 1998
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2012 - Present
Morgan Keegan and Company October 2003 - January 2012
First Union Securities July 2001 - October 2003
J.C. Bradford and Company April 1998 - July 2001
Dean Witter Reynolds January 1993 - April 1998
Skills
Asset Management, Investments, Residential Mortgages, Mergers, Series 7, Asset Managment
Education
University of Alabama 1988 — 1992
Business, Accounting and Finance
Riverwood
J.P. Morgan January 2012 - Present
Morgan Keegan and Company October 2003 - January 2012
First Union Securities July 2001 - October 2003
J.C. Bradford and Company April 1998 - July 2001
Dean Witter Reynolds January 1993 - April 1998
Skills
Asset Management, Investments, Residential Mortgages, Mergers, Series 7, Asset Managment
Education
University of Alabama 1988 — 1992
Business, Accounting and Finance
Riverwood
Jennifer Matthews's Dean Witter Reynolds Experience 1987 - 1990
Job Group Publisher at Cottages & Gardens Publications
Industry Publishing
Experience
Cottages & Gardens Publications March 2013 - Present
Luxe Magazine/Sandow Media March 2009 - February 2013
Western Interiors and Design Magazine January 2006 - March 2009
Cottages & Gardens Publications, CT C&G 2005 - 2006
Conde Nast 2004 - 2005
Hachette Filipacchi Media 1996 - 2004
San Francisco Magazine 1994 - 1996
Diablo Publications 1990 - 1994
Dean Witter Reynolds 1987 - 1990
Gentry Magazine 1986 - 1987
Skills
Publishing, Magazines, Integrated Marketing, Publications, Digital Media, Advertising, Custom Publishing, Marketing, Advertising Sales, Strategic Partnerships, Entrepreneurship, Editorial, Brand Management, New Media, Blogging, Creative Direction, Interior Design, Brand Development, Copywriting, Sales, Content Development, Email Marketing, Public Relations, Digital Strategy, Content Strategy, Fashion, Online Advertising, Marketing Communications, Marketing Strategy, Social Media
Education
University of Arizona, Eller College of Management 1980 — 1984
Bachelor's degree, Business Administration and Management
Cottages & Gardens Publications March 2013 - Present
Luxe Magazine/Sandow Media March 2009 - February 2013
Western Interiors and Design Magazine January 2006 - March 2009
Cottages & Gardens Publications, CT C&G 2005 - 2006
Conde Nast 2004 - 2005
Hachette Filipacchi Media 1996 - 2004
San Francisco Magazine 1994 - 1996
Diablo Publications 1990 - 1994
Dean Witter Reynolds 1987 - 1990
Gentry Magazine 1986 - 1987
Skills
Publishing, Magazines, Integrated Marketing, Publications, Digital Media, Advertising, Custom Publishing, Marketing, Advertising Sales, Strategic Partnerships, Entrepreneurship, Editorial, Brand Management, New Media, Blogging, Creative Direction, Interior Design, Brand Development, Copywriting, Sales, Content Development, Email Marketing, Public Relations, Digital Strategy, Content Strategy, Fashion, Online Advertising, Marketing Communications, Marketing Strategy, Social Media
Education
University of Arizona, Eller College of Management 1980 — 1984
Bachelor's degree, Business Administration and Management
Daniel Kastholm, CFA's Dean Witter Reynolds Experience June 1987 - March 1988
Job Managing Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings June 1994 - Present
LaSalle Business Credit August 1993 - June 1994
Stanchart Business Credit August 1991 - August 1993
Security Pacific Business Credit April 1988 - August 1991
Dean Witter Reynolds June 1987 - March 1988
Skills
Capital Markets, Fixed Income, Credit Analysis, Corporate Finance, Investments, Credit Risk, Financial Analysis, Portfolio Management, Equities, Asset Managment, Emerging Markets, Credit, Mergers & Acquisitions, Leveraged Finance
Education
University of Illinois at Urbana-Champaign 1985 — 1987
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS)
Fitch Ratings June 1994 - Present
LaSalle Business Credit August 1993 - June 1994
Stanchart Business Credit August 1991 - August 1993
Security Pacific Business Credit April 1988 - August 1991
Dean Witter Reynolds June 1987 - March 1988
Skills
Capital Markets, Fixed Income, Credit Analysis, Corporate Finance, Investments, Credit Risk, Financial Analysis, Portfolio Management, Equities, Asset Managment, Emerging Markets, Credit, Mergers & Acquisitions, Leveraged Finance
Education
University of Illinois at Urbana-Champaign 1985 — 1987
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS)
Thomas P. Scheatzle's Dean Witter Reynolds Experience January 1995 - August 1996
Job Account Executive for Toshiba America Medical Systems
Industry Medical Devices
Experience
Toshiba Medical Systems September 2006 - Present
GE Healthcare October 2001 - September 2006
C2Media April 2000 - June 2001
Xerox Business Services August 1999 - March 2000
Xerox Business Services First Union July 1997 - January 1998
Dean Witter Reynolds January 1995 - August 1996
Skills
Capital Equipment, Cardiology, Medical Imaging, PACS, Radiology, Sales Operations, MRI, Hospitals, X-ray, Sales Process, Vascular, Orthopedic, Healthcare Industry, Medical Devices, Product Launch, Operating Room, Surgeons, Marketing Strategy, Marketing, Account Management, Healthcare, Healthcare Information...
Education
University of South Carolina-Columbia 1991 — 1996
Bachelor of Business Administration, Management and Marketing
Toshiba Medical Systems September 2006 - Present
GE Healthcare October 2001 - September 2006
C2Media April 2000 - June 2001
Xerox Business Services August 1999 - March 2000
Xerox Business Services First Union July 1997 - January 1998
Dean Witter Reynolds January 1995 - August 1996
Skills
Capital Equipment, Cardiology, Medical Imaging, PACS, Radiology, Sales Operations, MRI, Hospitals, X-ray, Sales Process, Vascular, Orthopedic, Healthcare Industry, Medical Devices, Product Launch, Operating Room, Surgeons, Marketing Strategy, Marketing, Account Management, Healthcare, Healthcare Information...
Education
University of South Carolina-Columbia 1991 — 1996
Bachelor of Business Administration, Management and Marketing
Hugh Coffey's Dean Witter Reynolds Experience August 1989 - September 1991
Job International Entrepreneur, operating in US, Mexico, Canada
Industry Health, Wellness and Fitness
Experience
Pharmanex/NuSkin January 2012 - Present
SFPSBL 1998 - 2012
DilCof Contracting October 2009 - October 2011
Hugh Coffey Consulting June 1999 - July 2009
Charles Schwab October 1996 - June 1999
Charles Schwab March 1996 - October 1996
Charles Schwab April 1993 - April 1994
Charles Schwab September 1991 - March 1993
Dean Witter Reynolds August 1989 - September 1991
Skills
Wellness, Fitness, Leadership, Coaching, Wellness Coaching, Nutrition, Public Speaking, Business Development, Time Management, Lifestyle, Entrepreneurship, Research, Personal Development, Small Business, Recruiting, Leadership Development, Management, Team Building, Customer Service, Sales Management, Event Planning, Social Media, Sales, Event Management, Marketing
Education
University of San Francisco
BA, Liberal Arts, Economics
Saint Ignatius College Prep
Pharmanex/NuSkin January 2012 - Present
SFPSBL 1998 - 2012
DilCof Contracting October 2009 - October 2011
Hugh Coffey Consulting June 1999 - July 2009
Charles Schwab October 1996 - June 1999
Charles Schwab March 1996 - October 1996
Charles Schwab April 1993 - April 1994
Charles Schwab September 1991 - March 1993
Dean Witter Reynolds August 1989 - September 1991
Skills
Wellness, Fitness, Leadership, Coaching, Wellness Coaching, Nutrition, Public Speaking, Business Development, Time Management, Lifestyle, Entrepreneurship, Research, Personal Development, Small Business, Recruiting, Leadership Development, Management, Team Building, Customer Service, Sales Management, Event Planning, Social Media, Sales, Event Management, Marketing
Education
University of San Francisco
BA, Liberal Arts, Economics
Saint Ignatius College Prep
Brad R. Laue's Dean Witter Reynolds Experience March 1977 - November 1984
Job Owner, Laue Capital Management
Industry Investment Management
Experience
Laue Capital Management January 1994 - Present
Yates, Downer, Dyer & Kirkpatrick December 1984 - June 1991
Dean Witter Reynolds March 1977 - November 1984
Education
U.C. Berkeley 1972 — 1977
B.A., Linguistics/Anthropology/Philosophy
UNLV 1969 — 1971
none
Laue Capital Management January 1994 - Present
Yates, Downer, Dyer & Kirkpatrick December 1984 - June 1991
Dean Witter Reynolds March 1977 - November 1984
Education
U.C. Berkeley 1972 — 1977
B.A., Linguistics/Anthropology/Philosophy
UNLV 1969 — 1971
none
Virginia Gautier's Dean Witter Reynolds Experience 1986 - 1989
Job Workers' Compensation defense Shareholder at Wise Carter
Industry Law Practice
Experience
Wise Carter Child & Caraway PA August 2001 - Present
Liberty Mutual Insurance 1989 - July 1993
Dean Witter Reynolds 1986 - 1989
Skills
Commercial Litigation, Liability, Personal Injury, Civil Litigation, Product Liability, Courts, Litigation, Legal Research, Legal Writing, Appellate Practice, Trial Practice, Torts, Claim, Public Liability, Trials
Education
University of Mississippi School of Law 1993 — 1996
JD, Law, Magna Cum Laude
Mississippi State University
BBA
Wise Carter Child & Caraway PA August 2001 - Present
Liberty Mutual Insurance 1989 - July 1993
Dean Witter Reynolds 1986 - 1989
Skills
Commercial Litigation, Liability, Personal Injury, Civil Litigation, Product Liability, Courts, Litigation, Legal Research, Legal Writing, Appellate Practice, Trial Practice, Torts, Claim, Public Liability, Trials
Education
University of Mississippi School of Law 1993 — 1996
JD, Law, Magna Cum Laude
Mississippi State University
BBA
Margaret Loeb's Dean Witter Reynolds Experience February 1987 - July 1988
Job Director of Client Communications McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company 1988 - Present
Dean Witter Reynolds February 1987 - July 1988
The Wall Street Journal 1981 - 1987
Skills
Management Consulting, Strategy, Corporate Development, Thought Leadership, Market Entry, Strategic Consulting, Organizational Design, Private Equity, Entrepreneurship, Business Strategy, Mergers, Venture Capital, Due Diligence, Acquisition Integration, Mergers & Acquisitions, Strategic Planning, Market Research, Emerging Markets, Strategic Communications, Start-ups, Analytics, Financial Modeling, Valuation, Business Transformation, Consulting, Business Development, Competitive Analysis, Growth Strategies, Investor Relations, Business Planning, Strategic Partnerships, Strategic Thinking, Restructuring, M&A experience, Executive Management, Social Entrepreneurship, Economics, Corporate Communications, Investment Banking, Communication Training
Education
Medill School of Journalism, Northwestern University
New School for Social Research
Tulane University
McKinsey & Company 1988 - Present
Dean Witter Reynolds February 1987 - July 1988
The Wall Street Journal 1981 - 1987
Skills
Management Consulting, Strategy, Corporate Development, Thought Leadership, Market Entry, Strategic Consulting, Organizational Design, Private Equity, Entrepreneurship, Business Strategy, Mergers, Venture Capital, Due Diligence, Acquisition Integration, Mergers & Acquisitions, Strategic Planning, Market Research, Emerging Markets, Strategic Communications, Start-ups, Analytics, Financial Modeling, Valuation, Business Transformation, Consulting, Business Development, Competitive Analysis, Growth Strategies, Investor Relations, Business Planning, Strategic Partnerships, Strategic Thinking, Restructuring, M&A experience, Executive Management, Social Entrepreneurship, Economics, Corporate Communications, Investment Banking, Communication Training
Education
Medill School of Journalism, Northwestern University
New School for Social Research
Tulane University
Sherman Macdaniel's Dean Witter Reynolds Experience January 1986 - October 1988
Job Financial Advisor Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica March 2012 - Present
Highlands Property Management, Inc. March 2006 - January 2012
Prudential Securites October 1988 - January 1993
Dean Witter Reynolds January 1986 - October 1988
Education
The University of Texas at Austin 1976 — 1980
BA, Economics
Transamerica March 2012 - Present
Highlands Property Management, Inc. March 2006 - January 2012
Prudential Securites October 1988 - January 1993
Dean Witter Reynolds January 1986 - October 1988
Education
The University of Texas at Austin 1976 — 1980
BA, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY