Dean Witter Reynolds Inc.
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Dean Witter Reynolds Inc. Employees
Employee
Years
Job
Industry
Cherie Crabtree Cherie Crabtree's Dean Witter Reynolds Inc. Experience 1986 - 1988
Job Teacher at Brazosport Independent School District
Industry Higher Education
Experience
Brazosport Independent School District September 2004 - Present
Dean Witter Reynolds Inc. 1986 - 1988
Franklin Jones Securities 1984 - 1985
Skills
Curriculum Development, Curriculum Design, Public Speaking, Research, Staff Development, Tutoring, Educational Technology, Classroom, PowerPoint, Editing, Educational Leadership, Instructional Design, Lesson Planning, Teacher Training, Community Outreach
Education
Louisiana State University 1976 — 1981
Bachelor's degree, General Studies
St. Joseph Academy, Baton Rouge, LA
High School
Brazosport Independent School District September 2004 - Present
Dean Witter Reynolds Inc. 1986 - 1988
Franklin Jones Securities 1984 - 1985
Skills
Curriculum Development, Curriculum Design, Public Speaking, Research, Staff Development, Tutoring, Educational Technology, Classroom, PowerPoint, Editing, Educational Leadership, Instructional Design, Lesson Planning, Teacher Training, Community Outreach
Education
Louisiana State University 1976 — 1981
Bachelor's degree, General Studies
St. Joseph Academy, Baton Rouge, LA
High School
Kristin Evenson Kristin Evenson's Dean Witter Reynolds Inc. Experience 1982 - 1984
Job Director Marketing, Strategy & Communications at Degree of Honor
Industry Financial Services
Experience
Degree of Honor June 2015 - Present
Junctures LLC January 2012 - May 2015
IGS 2010 - 2012
National Christian Foundation - Twin Cities 2009 - 2010
Values@Work 2005 - 2009
Fallon Worldwide 1985 - 2003
Dean Witter Reynolds Inc. 1982 - 1984
Skills
Leadership Development, Transformational..., Consumer Insight, Brand Developement, Philanthropy, Spiritual Direction, Leadership Development..., Strategic Planning, Strategic Partnerships, Board Governance &..., Risk Management, Interactive Marketing, Board Governance, Management, Executive Coaching, Marketing, Brand Development, Leadership, Brand Management, Nonprofits, Team Building, Public Speaking, Entrepreneurship, Governance, Product Development, Executive Management, Board Development, Small Business, Start-ups
Education
St. Olaf College 1978 — 1982
B.A., Psychology & Religion
Degree of Honor June 2015 - Present
Junctures LLC January 2012 - May 2015
IGS 2010 - 2012
National Christian Foundation - Twin Cities 2009 - 2010
Values@Work 2005 - 2009
Fallon Worldwide 1985 - 2003
Dean Witter Reynolds Inc. 1982 - 1984
Skills
Leadership Development, Transformational..., Consumer Insight, Brand Developement, Philanthropy, Spiritual Direction, Leadership Development..., Strategic Planning, Strategic Partnerships, Board Governance &..., Risk Management, Interactive Marketing, Board Governance, Management, Executive Coaching, Marketing, Brand Development, Leadership, Brand Management, Nonprofits, Team Building, Public Speaking, Entrepreneurship, Governance, Product Development, Executive Management, Board Development, Small Business, Start-ups
Education
St. Olaf College 1978 — 1982
B.A., Psychology & Religion
Kenneth Diamond Kenneth Diamond's Dean Witter Reynolds Inc. Experience April 1997 - March 1999
Job Working with individuals and Independent Advisors to avoid the effects of heavy, immediate, and unnecessary taxation.
Industry Financial Services
Experience
Celtic Hammer Advisors August 2004 - Present
Table Bay Financial Network, Inc. July 2014 - Present
Pacific Life August 2006 - November 2008
First Data Merchant Services January 2005 - August 2006
Metropolitan Life Insurance Company November 2002 - March 2004
H&R Block Financial Advisors January 2002 - November 2002
UBS Wealth Management April 2001 - December 2001
Merrill Lynch March 1999 - April 2001
Dean Witter Reynolds Inc. April 1997 - March 1999
Skills
Retirement Planning, Insurance Solutions, Wealth Management, Annuities, Employee Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care, Asset Management, Mutual Funds, Financial Services, Strategic Planning, Life Insurance, Sales, Asset Allocation, Sales Process, Investments
Education
Santa Monica College 1991 — 1993
Venice High School
Celtic Hammer Advisors August 2004 - Present
Table Bay Financial Network, Inc. July 2014 - Present
Pacific Life August 2006 - November 2008
First Data Merchant Services January 2005 - August 2006
Metropolitan Life Insurance Company November 2002 - March 2004
H&R Block Financial Advisors January 2002 - November 2002
UBS Wealth Management April 2001 - December 2001
Merrill Lynch March 1999 - April 2001
Dean Witter Reynolds Inc. April 1997 - March 1999
Skills
Retirement Planning, Insurance Solutions, Wealth Management, Annuities, Employee Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care, Asset Management, Mutual Funds, Financial Services, Strategic Planning, Life Insurance, Sales, Asset Allocation, Sales Process, Investments
Education
Santa Monica College 1991 — 1993
Venice High School
Myra Kirby Myra Kirby's Dean Witter Reynolds Inc. Experience 1997 - 2001
Job Member Service Representative at USAlliance Federal Credit Union
Industry Financial Services
Experience
USAlliance Federal Credit Union April 2012 - Present
Dean Witter Reynolds Inc. 1997 - 2001
Skills
Sales, Microsoft Excel, Loans, C++, Accounting, HTML, Outlook, Financial Analysis, Banking, Budgets, Microsoft Office, Data Entry, Research, Strategic Planning, Negotiation, Project Planning, Insurance, Teaching, Access, Microsoft Word, Customer Service, Project Management, C, Management, Equities, Risk Management, Portfolio Management, Java, Investments, Social Media, Strategic Financial..., PowerPoint, Accounts Payable, Event Management, Coaching, Teamwork, Financial Modeling, Sales Management, Event Planning, Team Building, Photoshop, Software Documentation, Financial Reporting, SQL, Windows, Analysis, Editing, Credit, Public Speaking, English
Education
Brooklyn College
Bachelor's degree, Accounting and Finance
USAlliance Federal Credit Union April 2012 - Present
Dean Witter Reynolds Inc. 1997 - 2001
Skills
Sales, Microsoft Excel, Loans, C++, Accounting, HTML, Outlook, Financial Analysis, Banking, Budgets, Microsoft Office, Data Entry, Research, Strategic Planning, Negotiation, Project Planning, Insurance, Teaching, Access, Microsoft Word, Customer Service, Project Management, C, Management, Equities, Risk Management, Portfolio Management, Java, Investments, Social Media, Strategic Financial..., PowerPoint, Accounts Payable, Event Management, Coaching, Teamwork, Financial Modeling, Sales Management, Event Planning, Team Building, Photoshop, Software Documentation, Financial Reporting, SQL, Windows, Analysis, Editing, Credit, Public Speaking, English
Education
Brooklyn College
Bachelor's degree, Accounting and Finance
Debbie Mayne Debbie Mayne's Dean Witter Reynolds Inc. Experience 1988 - 1990
Job Office Manager at Cascade Foot Center
Industry Medical Practice
Experience
Cascade Foot Center 2002 - Present
Nordstrom 1991 - 1999
Dean Witter Reynolds Inc. 1988 - 1990
Skills
Office Management, Administrative..., Data Entry, Microsoft Word, Microsoft Office, Customer Service, Office Administration, Medical Terminology, Medical Billing, Human Resources, EHR, Collections, Accounts Payable, Accounts Receivable, QuickBooks, Aging Reports, Contract Management, Contract Negotiation, Financial Reporting, Budget Setting, Budget Monitoring
Education
Chemeketa Community College 2000 — 2001
Sociology
DeAnza Community College
General Studies
Monta Vista High School
Cascade Foot Center 2002 - Present
Nordstrom 1991 - 1999
Dean Witter Reynolds Inc. 1988 - 1990
Skills
Office Management, Administrative..., Data Entry, Microsoft Word, Microsoft Office, Customer Service, Office Administration, Medical Terminology, Medical Billing, Human Resources, EHR, Collections, Accounts Payable, Accounts Receivable, QuickBooks, Aging Reports, Contract Management, Contract Negotiation, Financial Reporting, Budget Setting, Budget Monitoring
Education
Chemeketa Community College 2000 — 2001
Sociology
DeAnza Community College
General Studies
Monta Vista High School
Richard W. Jackson, CFP ® Richard W. Jackson, CFP ®'s Dean Witter Reynolds Inc. Experience April 1989 - February 1995
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors February 1995 - Present
Dean Witter Reynolds Inc. April 1989 - February 1995
Skills
Retirement Income, Retirement Planning, Financial Services, 401k Rollovers, Asset Allocation, Business Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Analysis, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Risk Management, Securities, Strategic Planning
Education
California State University-Long Beach
Bachelor's Degree, Physical Education: Minor in Marketing
Wells Fargo Advisors February 1995 - Present
Dean Witter Reynolds Inc. April 1989 - February 1995
Skills
Retirement Income, Retirement Planning, Financial Services, 401k Rollovers, Asset Allocation, Business Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Analysis, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Risk Management, Securities, Strategic Planning
Education
California State University-Long Beach
Bachelor's Degree, Physical Education: Minor in Marketing
Jeff Noblin Jeff Noblin's Dean Witter Reynolds Inc. Experience April 1997 - December 2000
Job Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities November 2008 - Present
AmREIT December 2000 - November 2008
Dean Witter Reynolds Inc. April 1997 - December 2000
Skills
Series 7, Series 63, Series 24, Securities, Asset Managment, Mutual Funds, 401k, Investments, Retirement Planning
Education
Texas A&M University 1991 — 1993
MBA, Finance
Mississippi State University - College of Business and Industry 1987 — 1991
BBA, Marketing / Sociology
Realty Capital Securities November 2008 - Present
AmREIT December 2000 - November 2008
Dean Witter Reynolds Inc. April 1997 - December 2000
Skills
Series 7, Series 63, Series 24, Securities, Asset Managment, Mutual Funds, 401k, Investments, Retirement Planning
Education
Texas A&M University 1991 — 1993
MBA, Finance
Mississippi State University - College of Business and Industry 1987 — 1991
BBA, Marketing / Sociology
James McGavin James McGavin's Dean Witter Reynolds Inc. Experience March 1986 - May 1992
Job Financial Advisor at Royal Alliance
Industry Investment Management
Experience
Royal Alliance May 2011 - Present
UBS/PaineWebber May 1992 - May 2011
Dean Witter Reynolds Inc. March 1986 - May 1992
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Series 7, Asset Management, Investment Strategies, Investment Advisory, Strategic Financial..., Equities, Alternative Investments, Fixed Income, Retirement
Education
Loyola University Maryland 1967 — 1971
Bachelor of Arts (BA), English Language and Literature/Letters
Xavier High School 1963 — 1967
Royal Alliance May 2011 - Present
UBS/PaineWebber May 1992 - May 2011
Dean Witter Reynolds Inc. March 1986 - May 1992
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Series 7, Asset Management, Investment Strategies, Investment Advisory, Strategic Financial..., Equities, Alternative Investments, Fixed Income, Retirement
Education
Loyola University Maryland 1967 — 1971
Bachelor of Arts (BA), English Language and Literature/Letters
Xavier High School 1963 — 1967
Pamela Buffington Pamela Buffington's Dean Witter Reynolds Inc. Experience 1982 - 1986
Job .
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Luttner Financial Group January 2014 - May 2015
PB January 2000 - December 2013
The Art Institute of Pittsburgh April 2011 - April 2012
Warther Companies 1986 - 2011
National City 2005 - 2005
Dean Witter Reynolds Inc. 1982 - 1986
Education
Malone University
Bachelor's Degree, Business Management
Wellness Institute, Issaquah, WA
ACHT, Advanced Clinical Hypnotherapist, Wellness Institute, Issaquah, WA
Merrill Lynch May 2015 - Present
Luttner Financial Group January 2014 - May 2015
PB January 2000 - December 2013
The Art Institute of Pittsburgh April 2011 - April 2012
Warther Companies 1986 - 2011
National City 2005 - 2005
Dean Witter Reynolds Inc. 1982 - 1986
Education
Malone University
Bachelor's Degree, Business Management
Wellness Institute, Issaquah, WA
ACHT, Advanced Clinical Hypnotherapist, Wellness Institute, Issaquah, WA
Chuck Eaton Chuck Eaton's Dean Witter Reynolds Inc. Experience 1988 - 1990
Job President at Eagle Industrial Minerals Corp.
Industry Mining & Metals
Experience
Eagle Industrial Minerals Corp. June 2003 - Present
Eaton Capital Corporation June 1990 - Present
Dean Witter Reynolds Inc. 1988 - 1990
Matrix Leasing International, Inc. 1985 - 1988
Kidder Peabody 1981 - 1985
GATX Leasing Company 1978 - 1981
United States Air Force 1972 - 1976
Skills
Mergers & Acquisitions, Project Development, Business Valuation, Financial Analysis, Transaction Structuring, Due Diligence, Contract Negotiation, Strategic Negotiations, Mining Development, Industrial Minerals, Mineral Processing, Bulk Material Logistics, Construction Materials, Problem Solving, Market Analysis, Process Management
Education
Stanford University Graduate School of Business 1976 — 1978
Master of Business Administration (MBA), Finance
University of Arizona 1967 — 1972
Bachelor of Science (BS), Electrical Engineering (with honors)
Eagle Industrial Minerals Corp. June 2003 - Present
Eaton Capital Corporation June 1990 - Present
Dean Witter Reynolds Inc. 1988 - 1990
Matrix Leasing International, Inc. 1985 - 1988
Kidder Peabody 1981 - 1985
GATX Leasing Company 1978 - 1981
United States Air Force 1972 - 1976
Skills
Mergers & Acquisitions, Project Development, Business Valuation, Financial Analysis, Transaction Structuring, Due Diligence, Contract Negotiation, Strategic Negotiations, Mining Development, Industrial Minerals, Mineral Processing, Bulk Material Logistics, Construction Materials, Problem Solving, Market Analysis, Process Management
Education
Stanford University Graduate School of Business 1976 — 1978
Master of Business Administration (MBA), Finance
University of Arizona 1967 — 1972
Bachelor of Science (BS), Electrical Engineering (with honors)
Bill Theis Bill Theis's Dean Witter Reynolds Inc. Experience March 1993 - May 1996
Job Senior Vice President, Investments. Complex Manager, Northern Lakes Complex. Raymond James
Industry Financial Services
Experience
Raymond James May 1996 - Present
Dean Witter Reynolds Inc. March 1993 - May 1996
Merrill Lynch November 1990 - March 1993
Education
Ohio University
Bachelor of Science (BS), Psychology, Business Administration and Management, General
Raymond James May 1996 - Present
Dean Witter Reynolds Inc. March 1993 - May 1996
Merrill Lynch November 1990 - March 1993
Education
Ohio University
Bachelor of Science (BS), Psychology, Business Administration and Management, General
Santa DiBella's Dean Witter Reynolds Inc. Experience September 1988 - August 1990
Job Target
Industry Wholesale
Experience
Target September 2015 - Present
Stop & Shop February 2010 - August 2015
Bear Stearns Brokerage July 1990 - July 1994
Dean Witter Reynolds Inc. September 1988 - August 1990
MassMutual Financial Group July 1981 - June 1988
Skills
Customer Service, Sales Management, New Business Development, Sales, Account Management, Negotiation, Bakery, Baking, Cake Decorating, Cooking, Bread, Recipes, Food, Retail, Team Building, Data Entry, Management, Time Management, Microsoft Office, Strategic Planning, Marketing Strategy, Public Speaking
Education
New Utrecht High School 1977 — 1981
High School
City University of New York-College of Staten Island
City University of New York-College of Staten Island
Target September 2015 - Present
Stop & Shop February 2010 - August 2015
Bear Stearns Brokerage July 1990 - July 1994
Dean Witter Reynolds Inc. September 1988 - August 1990
MassMutual Financial Group July 1981 - June 1988
Skills
Customer Service, Sales Management, New Business Development, Sales, Account Management, Negotiation, Bakery, Baking, Cake Decorating, Cooking, Bread, Recipes, Food, Retail, Team Building, Data Entry, Management, Time Management, Microsoft Office, Strategic Planning, Marketing Strategy, Public Speaking
Education
New Utrecht High School 1977 — 1981
High School
City University of New York-College of Staten Island
City University of New York-College of Staten Island
Dana Asmuth Dana Asmuth's Dean Witter Reynolds Inc. Experience August 1995 - July 1997
Job Director of Advancement at Madison Country Day School
Industry Marketing and Advertising
Experience
Madison Country Day School July 2015 - Present
Madison Country Day School November 2010 - July 2015
Decision Point January 2009 - November 2010
Oscar Mayer July 2003 - October 2004
Kraft Foods Group August 1999 - July 2003
The Clorox Company June 1998 - August 1998
Dean Witter Reynolds Inc. August 1995 - July 1997
Skills
Competitive Analysis, Strategic Planning, Private Schools, Integrated Marketing, Leadership, Social Media Marketing, Marketing, Marketing Strategy
Education
Harvard Business School 1997 — 1999
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Madison Country Day School July 2015 - Present
Madison Country Day School November 2010 - July 2015
Decision Point January 2009 - November 2010
Oscar Mayer July 2003 - October 2004
Kraft Foods Group August 1999 - July 2003
The Clorox Company June 1998 - August 1998
Dean Witter Reynolds Inc. August 1995 - July 1997
Skills
Competitive Analysis, Strategic Planning, Private Schools, Integrated Marketing, Leadership, Social Media Marketing, Marketing, Marketing Strategy
Education
Harvard Business School 1997 — 1999
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Don Pontes's Dean Witter Reynolds Inc. Experience 1995 - 1998
Job Head of Internal Equity
Industry Investment Management
Experience
CalPERS August 2014 - Present
CalPERS July 2005 - August 2014
BlackRock (BGI) 1998 - 2003
Dean Witter Reynolds Inc. 1995 - 1998
Skills
Equities, Trading, Portfolio Management, Asset Management, Bloomberg, Investments, Capital Markets, Hedge Funds, Equity Trading, Financial Modeling, Valuation, Financial Analysis, Asset Allocation, Equity Research, Finance, Financial Risk, Investment Strategies, Investment Management, Team Management, Team Leadership, Analysis, Fitness Training
Education
California State University-Sacramento 1989 — 1993
Bachelor of Science (BS), Finance, General
CalPERS August 2014 - Present
CalPERS July 2005 - August 2014
BlackRock (BGI) 1998 - 2003
Dean Witter Reynolds Inc. 1995 - 1998
Skills
Equities, Trading, Portfolio Management, Asset Management, Bloomberg, Investments, Capital Markets, Hedge Funds, Equity Trading, Financial Modeling, Valuation, Financial Analysis, Asset Allocation, Equity Research, Finance, Financial Risk, Investment Strategies, Investment Management, Team Management, Team Leadership, Analysis, Fitness Training
Education
California State University-Sacramento 1989 — 1993
Bachelor of Science (BS), Finance, General
Frank Maselli Frank Maselli's Dean Witter Reynolds Inc. Experience 1983 - 1986
Job Epic Speaker, BestSelling Author, Sales Management Expert, Coach and Certified Kolbe Consultant
Industry Financial Services
Experience
The Frank Maselli Company, Inc. May 2006 - Present
Natixis Global Associates 1996 - 2006
Denver Investment Advisors 1996 - 1997
PaineWebber (now UBS) May 1986 - May 1996
Dean Witter Reynolds Inc. 1983 - 1986
Dean Witter Reynolds Inc. 1983 - 1986
Skills
Public Speaking, Referrals, Financial Markets, Sales Management, Sales Process, Wholesaling, Sales Presentations, Presentation Development, Group Presentations, Seminars, Seminar Presentations, Team Motivator, Kolbe Index, Prospecting, Investor / Advisor..., Marketing, Team Building, Mutual Funds, Financial Advisory, Sales, New Business Development, Selling, Wholesale, Management, Retirement, Investments, Qualifying Prospects, IRAs, Fixed Annuities, CRM, 401k, Strategic Financial..., Coaching, Wealth Management, Insurance, Consulting
Education
University of Maryland - Robert H. Smith School of Business 1978 — 1982
Master of Business Administration (MBA), Organizational Leadership
Lafayette College 1974 — 1978
BA, Biology
The Frank Maselli Company, Inc. May 2006 - Present
Natixis Global Associates 1996 - 2006
Denver Investment Advisors 1996 - 1997
PaineWebber (now UBS) May 1986 - May 1996
Dean Witter Reynolds Inc. 1983 - 1986
Dean Witter Reynolds Inc. 1983 - 1986
Skills
Public Speaking, Referrals, Financial Markets, Sales Management, Sales Process, Wholesaling, Sales Presentations, Presentation Development, Group Presentations, Seminars, Seminar Presentations, Team Motivator, Kolbe Index, Prospecting, Investor / Advisor..., Marketing, Team Building, Mutual Funds, Financial Advisory, Sales, New Business Development, Selling, Wholesale, Management, Retirement, Investments, Qualifying Prospects, IRAs, Fixed Annuities, CRM, 401k, Strategic Financial..., Coaching, Wealth Management, Insurance, Consulting
Education
University of Maryland - Robert H. Smith School of Business 1978 — 1982
Master of Business Administration (MBA), Organizational Leadership
Lafayette College 1974 — 1978
BA, Biology
Irene Berner, CFP® CDFA™ Irene Berner, CFP® CDFA™'s Dean Witter Reynolds Inc. Experience 1992 - December 1995
Job Principal at Berner Financial Services
Industry Financial Services
Experience
Berner Financial Services January 1996 - Present
Dean Witter Reynolds Inc. 1992 - December 1995
Shearson Lehman Brothers 1987 - 1992
Education
State University of New York at New Paltz
B.S., Finance
College for Financial Planning
CFP, Financial Planning
Berner Financial Services January 1996 - Present
Dean Witter Reynolds Inc. 1992 - December 1995
Shearson Lehman Brothers 1987 - 1992
Education
State University of New York at New Paltz
B.S., Finance
College for Financial Planning
CFP, Financial Planning
Eileen Hanrahan Eileen Hanrahan's Dean Witter Reynolds Inc. Experience February 1986 - October 1990
Job Sleep Studies Patient Access at Advocate Christ Medical Center
Industry Hospital & Health Care
Experience
May Consulting Group Inc March 1991 - October 1993
STOTLER AND COMPANY October 1989 - October 1990
Dean Witter Reynolds Inc. February 1986 - October 1990
Stotler and Company February 1988 - October 1989
CURRIE MOTORS LINCOLN/MERCURY February 1986 - February 1988
Education
DeVry University
Moraine Valley Community College
May Consulting Group Inc March 1991 - October 1993
STOTLER AND COMPANY October 1989 - October 1990
Dean Witter Reynolds Inc. February 1986 - October 1990
Stotler and Company February 1988 - October 1989
CURRIE MOTORS LINCOLN/MERCURY February 1986 - February 1988
Education
DeVry University
Moraine Valley Community College
Paulette Tom Paulette Tom's Dean Witter Reynolds Inc. Experience 1980 - 1984
Job Office Administrator Providing Exceptional Customer Service and Operational Support
Industry Financial Services
Experience
Temporary Work 2012 - Present
Moreland School District 2007 - 2011
A.G. Edwards & Sons 2001 - 2001
PaineWebber 1984 - 1995
Dean Witter Reynolds Inc. 1980 - 1984
Skills
Organizational..., Customer Service, Management, Employee Training, Staff Supervision, Interpersonal..., Operational Excellence
Education
Work2Future/Center for Training & Careers
De Anza College
University of Hawaii at Manoa
Temporary Work 2012 - Present
Moreland School District 2007 - 2011
A.G. Edwards & Sons 2001 - 2001
PaineWebber 1984 - 1995
Dean Witter Reynolds Inc. 1980 - 1984
Skills
Organizational..., Customer Service, Management, Employee Training, Staff Supervision, Interpersonal..., Operational Excellence
Education
Work2Future/Center for Training & Careers
De Anza College
University of Hawaii at Manoa
Nancy Dain-Smith, CFP® Nancy Dain-Smith, CFP®'s Dean Witter Reynolds Inc. Experience January 1987 - January 1989
Job Retired and enjoying life!
Industry Financial Services
Experience
Retirement September 2015 - Present
Allstate Financial January 2011 - Present
Chase Investments, formerly Wamu Investments November 2005 - November 2009
Merrill Lynch June 2004 - November 2005
Merrill Lynch January 2001 - June 2004
Merrill Lynch -- Sacramento January 1999 - January 2001
Banc of America Investments January 1992 - July 1998
Banc of America Investments January 1989 - January 1992
DEAN WITTER REYNOLDS, INC January 1987 - January 1989
GREAT WESTERN FINANCIAL SECURITIES, INC January 1984 - January 1987
Skills
Financial Services, Coaching, Sales Management, Recruiting, Business Planning, Wealth Management, Series 63, Series 7, Investments, Equities, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement Planning, Series 24, Asset Managment, Banking, Securities, Risk Management, Fixed Annuities, Credit, Leadership, Financial Advisory, Investment Advisory, Finance, Strategy, Retirement, Management
Education
College for Financial Planning
CFP, Financial Planning
Washington University in St. Louis
B.A, Psychology & Teacher Certification
Retirement September 2015 - Present
Allstate Financial January 2011 - Present
Chase Investments, formerly Wamu Investments November 2005 - November 2009
Merrill Lynch June 2004 - November 2005
Merrill Lynch January 2001 - June 2004
Merrill Lynch -- Sacramento January 1999 - January 2001
Banc of America Investments January 1992 - July 1998
Banc of America Investments January 1989 - January 1992
DEAN WITTER REYNOLDS, INC January 1987 - January 1989
GREAT WESTERN FINANCIAL SECURITIES, INC January 1984 - January 1987
Skills
Financial Services, Coaching, Sales Management, Recruiting, Business Planning, Wealth Management, Series 63, Series 7, Investments, Equities, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement Planning, Series 24, Asset Managment, Banking, Securities, Risk Management, Fixed Annuities, Credit, Leadership, Financial Advisory, Investment Advisory, Finance, Strategy, Retirement, Management
Education
College for Financial Planning
CFP, Financial Planning
Washington University in St. Louis
B.A, Psychology & Teacher Certification
Elizabeth Eden Elizabeth Eden's Dean Witter Reynolds Inc. Experience 1984 - 1996
Job CEO at Diastole Wealth Management
Industry Financial Services
Experience
Diastole Wealth Management 1996 - Present
Dean Witter Reynolds Inc. 1984 - 1996
Skills
Teaching, Microsoft Office, Investment Strategies, Mutual Funds, Investments, Portfolio Management, Asset Management, Venture Capital
Education
Centre College
Bachelor's degree
University of Pennsylvania - The Wharton School
Diastole Wealth Management 1996 - Present
Dean Witter Reynolds Inc. 1984 - 1996
Skills
Teaching, Microsoft Office, Investment Strategies, Mutual Funds, Investments, Portfolio Management, Asset Management, Venture Capital
Education
Centre College
Bachelor's degree
University of Pennsylvania - The Wharton School
Cheryl Schmidt Cheryl Schmidt's Dean Witter Reynolds Inc. Experience 1993 - 1995
Job Supervisory Analyst, Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities, LLC June 2011 - Present
Stifel Nicolaus June 2010 - June 2011
Thomas Weisel Partners LLC July 2000 - June 2010
Deutsche Bank Alex. Brown 1997 - 2000
Private Consulting Group, Inc 1995 - 1997
Dean Witter Reynolds, Inc 1993 - 1995
Bull & Bear Group, Inc. 1992 - 1993
Elsevier Science Publishing Co, Inc 1991 - 1992
Skills
Equity Research, Series 63, Series 7, Securities, Editing, Technical Writing, Compliance, Series 16, Series 86/87, Editorial, Valuation, FINRA, Equities, Capital Markets, Investments, Financial Analysis, Investment Banking, Financial Modeling, Financial Markets
Education
State University of New York at Stony Brook 1989 — 1990
BA, English and Journalism (minor)
State University of New York College at Oneonta 1986 — 1988
Associate's Degree, English Language and Literature, General
Wells Fargo Securities, LLC June 2011 - Present
Stifel Nicolaus June 2010 - June 2011
Thomas Weisel Partners LLC July 2000 - June 2010
Deutsche Bank Alex. Brown 1997 - 2000
Private Consulting Group, Inc 1995 - 1997
Dean Witter Reynolds, Inc 1993 - 1995
Bull & Bear Group, Inc. 1992 - 1993
Elsevier Science Publishing Co, Inc 1991 - 1992
Skills
Equity Research, Series 63, Series 7, Securities, Editing, Technical Writing, Compliance, Series 16, Series 86/87, Editorial, Valuation, FINRA, Equities, Capital Markets, Investments, Financial Analysis, Investment Banking, Financial Modeling, Financial Markets
Education
State University of New York at Stony Brook 1989 — 1990
BA, English and Journalism (minor)
State University of New York College at Oneonta 1986 — 1988
Associate's Degree, English Language and Literature, General
Gina Williams's Dean Witter Reynolds Inc. Experience January 1994 - May 1997
Job ABU & Aftermarket Inside Sales Support at Littelfuse
Industry Electrical/Electronic Manufacturing
Experience
Littelfuse January 2011 - Present
Littelfuse, Inc. October 2006 - January 2011
Littelfuse, Inc. May 2005 - October 2006
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Merrill Lynch May 2002 - November 2004
Merrill Lynch August 2001 - May 2002
Merrill Lynch August 2000 - August 2001
Merrill Lynch May 1997 - August 2001
Dean Witter Reynolds, Inc January 1994 - May 1997
Skills
Microsoft Office 2007, Pricing, Strategic Financial..., Process Improvement, Financial Analysis, Finance, Financial Modeling, Business Development, Team Building, Project Management, Training, Microsoft Excel, Account Management, Budgets, Forecasting, Outlook, Marketing, Risk Management, New Business Development, Strategic Planning, Cross-functional Team..., Leadership, Management, Operations Management, Product Development, Program Management, SAP, Purchasing
Education
Lake Forest Graduate School of Management 2000 — 2002
MBA, Business
Roosevelt University 1993 — 1996
B.S., Psychology
Littelfuse January 2011 - Present
Littelfuse, Inc. October 2006 - January 2011
Littelfuse, Inc. May 2005 - October 2006
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Merrill Lynch May 2002 - November 2004
Merrill Lynch August 2001 - May 2002
Merrill Lynch August 2000 - August 2001
Merrill Lynch May 1997 - August 2001
Dean Witter Reynolds, Inc January 1994 - May 1997
Skills
Microsoft Office 2007, Pricing, Strategic Financial..., Process Improvement, Financial Analysis, Finance, Financial Modeling, Business Development, Team Building, Project Management, Training, Microsoft Excel, Account Management, Budgets, Forecasting, Outlook, Marketing, Risk Management, New Business Development, Strategic Planning, Cross-functional Team..., Leadership, Management, Operations Management, Product Development, Program Management, SAP, Purchasing
Education
Lake Forest Graduate School of Management 2000 — 2002
MBA, Business
Roosevelt University 1993 — 1996
B.S., Psychology
Ken LeMunyon Ken LeMunyon's Dean Witter Reynolds Inc. Experience June 1988 - June 1991
Job First Vice President Investment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 1994 - Present
AG Edwards & Sons May 1994 - May 2007
Dean Witter Reynolds Inc. June 1988 - June 1991
Skills
Retirement Planning, Asset Allocation, 401-K Rollover, Estate Investment..., Insurance, Series 63, Finance
Education
Rowan University 1982 — 1984
BS, Finance, General
The University of Charleston 1980 — 1981
Wells Fargo Advisors May 1994 - Present
AG Edwards & Sons May 1994 - May 2007
Dean Witter Reynolds Inc. June 1988 - June 1991
Skills
Retirement Planning, Asset Allocation, 401-K Rollover, Estate Investment..., Insurance, Series 63, Finance
Education
Rowan University 1982 — 1984
BS, Finance, General
The University of Charleston 1980 — 1981
Jill Poole Jill Poole's Dean Witter Reynolds Inc. Experience 1984 - 1985
Job Realtor at Coldwell Banker Platinum Partners
Industry Real Estate
Experience
Coldwell Banker Platinum Partners January 2003 - Present
Pooled Resources March 1997 - Present
AmeriBank, N.A 1989 - 1997
Great Southern Federal 1985 - 1989
Dean Witter Reynolds Inc. 1984 - 1985
Skills
Investment Properties, Real Estate, Sales, Sellers, Foreclosures, Real Estate Transactions, REO, Relocation, Single Family Homes, FHA
Education
Georgia Southern University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Saint Vincents Academy
Coldwell Banker Platinum Partners January 2003 - Present
Pooled Resources March 1997 - Present
AmeriBank, N.A 1989 - 1997
Great Southern Federal 1985 - 1989
Dean Witter Reynolds Inc. 1984 - 1985
Skills
Investment Properties, Real Estate, Sales, Sellers, Foreclosures, Real Estate Transactions, REO, Relocation, Single Family Homes, FHA
Education
Georgia Southern University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Saint Vincents Academy
Joseph Cirabisi Joseph Cirabisi's Dean Witter Reynolds Inc. Experience 1988 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
The National September 11 Memorial & Museum November 2014 - Present
Board of Elections in the City of New York November 2011 - Present
AEG Mangement Brooklyn ,LLC February 2013 - September 2013
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
Dean Witter Reynolds Inc 1988 - 2002
CBS Corporation 1984 - 1988
Skills
Financial Analysis, Financial Modeling, Equities, Risk Management, Accounting, Financial Services, Financial Reporting, Fixed Income, Finance, Corporate Finance
Education
Baruch College, City University of New York (CUNY)
The National September 11 Memorial & Museum November 2014 - Present
Board of Elections in the City of New York November 2011 - Present
AEG Mangement Brooklyn ,LLC February 2013 - September 2013
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
Dean Witter Reynolds Inc 1988 - 2002
CBS Corporation 1984 - 1988
Skills
Financial Analysis, Financial Modeling, Equities, Risk Management, Accounting, Financial Services, Financial Reporting, Fixed Income, Finance, Corporate Finance
Education
Baruch College, City University of New York (CUNY)
Jerome Caulk Jerome Caulk's Dean Witter Reynolds Inc. Experience August 1986 - December 1992
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Merrill Lynch August 2007 - January 2012
Smith Barney January 1999 - August 2007
Merrill Lynch December 1992 - January 1999
Dean Witter Reynolds Inc. August 1986 - December 1992
Education
Howard University 1966 — 1970
Bachelor's Degree, Sociology
Ameriprise Financial Services, Inc. January 2012 - Present
Merrill Lynch August 2007 - January 2012
Smith Barney January 1999 - August 2007
Merrill Lynch December 1992 - January 1999
Dean Witter Reynolds Inc. August 1986 - December 1992
Education
Howard University 1966 — 1970
Bachelor's Degree, Sociology
William McCarty William McCarty's Dean Witter Reynolds Inc. Experience July 1997 - October 1997
Job ETF & SMA Specialist | First Trust | Greater Los Angeles
Industry Financial Services
Experience
First Trust January 2012 - Present
Genworth Financial August 2009 - April 2012
Genworth Financial June 2007 - August 2009
LPL Financial December 2003 - June 2007
Putnam Investments October 2000 - August 2003
Moors & Cabot February 1999 - April 2000
Gruntal & Co. December 1997 - January 1999
Dean Witter Reynolds Inc. July 1997 - October 1997
Education
Lewis University
College of Business, MBA - Finance
University of Massachusetts at Lowell
Villanova University
Project Management, Certificate
Lowell Catholic High School
College Prep
First Trust January 2012 - Present
Genworth Financial August 2009 - April 2012
Genworth Financial June 2007 - August 2009
LPL Financial December 2003 - June 2007
Putnam Investments October 2000 - August 2003
Moors & Cabot February 1999 - April 2000
Gruntal & Co. December 1997 - January 1999
Dean Witter Reynolds Inc. July 1997 - October 1997
Education
Lewis University
College of Business, MBA - Finance
University of Massachusetts at Lowell
Villanova University
Project Management, Certificate
Lowell Catholic High School
College Prep
Jaimie Logan Jaimie Logan's Dean Witter Reynolds Inc. Experience January 1993 - January 1994
Job Governor's Account Executive at Maine Department of Economic & Community Development
Industry Executive Office
Experience
Maine Department of Economic & Community Development October 2011 - Present
Maine Tourism Commission June 2010 - September 2011
MidCoast Chamber Council November 1994 - September 2011
Boothbay Harbor Region Chamber of Commerce November 1994 - May 2011
Dean Witter Reynolds, Inc January 1993 - January 1994
Michigan Winter Ice Festival January 1990 - January 1992
Associate Attorney January 1985 - January 1990
Skills
Community Outreach, Program Development, Public Speaking, Event Planning, Public Relations, Organizational..., Nonprofits, Marketing, Marketing Strategy, Team Building, Leadership, Budgets, Social Media Marketing, Customer Service, Negotiation, Advertising, Management, Project Planning, Social Networking, Marketing Communications, Event Management, Social Media, Volunteer Management, Editing, Economic Development, Press Releases, Business Strategy, Newsletters, Management Consulting, New Business Development, Media Relations, Business Planning, Strategic Communications, Strategy, Coaching, Government, Program Management, Policy, Training, Fundraising, Community Development, Small Business, Entrepreneurship
Education
Institute for Organization Management, US Chamber of Commerce 2001 — 2004
IOM, Organization Management
Michigan State University College of Law 1981 — 1984
Juris Doctor, Law
Albion College 1976 — 1980
Bachelor of Arts, English
Port Huron Central High School 1972 — 1976
Salutatorian, Salutatorian
Maine Department of Economic & Community Development October 2011 - Present
Maine Tourism Commission June 2010 - September 2011
MidCoast Chamber Council November 1994 - September 2011
Boothbay Harbor Region Chamber of Commerce November 1994 - May 2011
Dean Witter Reynolds, Inc January 1993 - January 1994
Michigan Winter Ice Festival January 1990 - January 1992
Associate Attorney January 1985 - January 1990
Skills
Community Outreach, Program Development, Public Speaking, Event Planning, Public Relations, Organizational..., Nonprofits, Marketing, Marketing Strategy, Team Building, Leadership, Budgets, Social Media Marketing, Customer Service, Negotiation, Advertising, Management, Project Planning, Social Networking, Marketing Communications, Event Management, Social Media, Volunteer Management, Editing, Economic Development, Press Releases, Business Strategy, Newsletters, Management Consulting, New Business Development, Media Relations, Business Planning, Strategic Communications, Strategy, Coaching, Government, Program Management, Policy, Training, Fundraising, Community Development, Small Business, Entrepreneurship
Education
Institute for Organization Management, US Chamber of Commerce 2001 — 2004
IOM, Organization Management
Michigan State University College of Law 1981 — 1984
Juris Doctor, Law
Albion College 1976 — 1980
Bachelor of Arts, English
Port Huron Central High School 1972 — 1976
Salutatorian, Salutatorian
Paul Sergio, CLU, ChFC, LUTCF's Dean Witter Reynolds Inc. Experience September 1994 - February 1996
Job Field Vice President at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America June 2012 - Present
Guardian Life Insurance May 2009 - May 2012
Guardian Life Insurance August 2005 - April 2009
Guardian Life Insurance January 2001 - August 2005
Guardian Life Insurance February 1998 - January 2001
Dean Witter Reynolds Inc. September 1994 - February 1996
MetLife January 1989 - March 1994
Skills
Recruiting, Life Insurance, Disability Insurance, Financial Services, Financial Advisory, Term Life Insurance, Whole Life, Leadership, CRM, Strategic Financial..., Fixed Annuities, Retirement Planning, Management, Retirement, Sales, 401k, Series 7, Estate Planning, Employee Benefits, Mutual Funds, Series 63, Wealth Management, Financial Planners, Strategic Planning, Financial Planning, Marketing, Process Improvement, Insurance, Investments, Long-term Care, Finance, Risk Management, Relationship Management, Securities, Long Term Care Insurance, Series 6, Succession Planning, Brokers, FINRA, Consulting, Wealth Accumulation, Mentoring, Universal Life, Variable Annuities, Sales Management, Sales Operations
Education
The American College 1997 — 2001
CLU, ChFC, Financial services
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Marketing
The Guardian Life Insurance Company of America June 2012 - Present
Guardian Life Insurance May 2009 - May 2012
Guardian Life Insurance August 2005 - April 2009
Guardian Life Insurance January 2001 - August 2005
Guardian Life Insurance February 1998 - January 2001
Dean Witter Reynolds Inc. September 1994 - February 1996
MetLife January 1989 - March 1994
Skills
Recruiting, Life Insurance, Disability Insurance, Financial Services, Financial Advisory, Term Life Insurance, Whole Life, Leadership, CRM, Strategic Financial..., Fixed Annuities, Retirement Planning, Management, Retirement, Sales, 401k, Series 7, Estate Planning, Employee Benefits, Mutual Funds, Series 63, Wealth Management, Financial Planners, Strategic Planning, Financial Planning, Marketing, Process Improvement, Insurance, Investments, Long-term Care, Finance, Risk Management, Relationship Management, Securities, Long Term Care Insurance, Series 6, Succession Planning, Brokers, FINRA, Consulting, Wealth Accumulation, Mentoring, Universal Life, Variable Annuities, Sales Management, Sales Operations
Education
The American College 1997 — 2001
CLU, ChFC, Financial services
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Marketing
Mary L. Beets Mary L. Beets's Dean Witter Reynolds Inc. Experience June 1997 - December 1998
Job Vice President Investment Officer, CERTIFIED FINANCIAL PLANNER ™ at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Wachovia Securities April 1999 - January 2009
Interstate Johnson Lane January 1999 - April 1999
Dean Witter Reynolds Inc. June 1997 - December 1998
Merrill Lynch January 1996 - June 1997
Skills
Life Cycle Planning, Investment Strategies, Securities, Insurance Planning, Estate Planning..., Financial Advisory, Retirement Planning
Education
Coastal Carolina University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Roane State Community College 1981 — 1984
Associate's degree, Business Administration and Management, General
Wells Fargo Advisors, LLC January 2009 - Present
Wachovia Securities April 1999 - January 2009
Interstate Johnson Lane January 1999 - April 1999
Dean Witter Reynolds Inc. June 1997 - December 1998
Merrill Lynch January 1996 - June 1997
Skills
Life Cycle Planning, Investment Strategies, Securities, Insurance Planning, Estate Planning..., Financial Advisory, Retirement Planning
Education
Coastal Carolina University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Roane State Community College 1981 — 1984
Associate's degree, Business Administration and Management, General
Barbara Zielinski Barbara Zielinski's Dean Witter Reynolds Inc. Experience November 1984 - May 1989
Job Administrative Assistant at Cosma International Group of Magna International Inc.
Industry Automotive
Experience
Cosma International Group of Magna International Inc. March 2015 - Present
Henry Ford Health System January 2002 - March 2015
Quantum Group, Inc. May 1989 - July 1994
Dean Witter Reynolds Inc. November 1984 - May 1989
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Public Relations, Meticulous attention to..., Self directed and..., Excellent communication..., Professional Phone...
Education
Dorsey School of Business
Administrative Assistant and Secretarial Science, General
Macomb Community College
Associate of Applied Science
Bishop Foley High School
Cosma International Group of Magna International Inc. March 2015 - Present
Henry Ford Health System January 2002 - March 2015
Quantum Group, Inc. May 1989 - July 1994
Dean Witter Reynolds Inc. November 1984 - May 1989
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Public Relations, Meticulous attention to..., Self directed and..., Excellent communication..., Professional Phone...
Education
Dorsey School of Business
Administrative Assistant and Secretarial Science, General
Macomb Community College
Associate of Applied Science
Bishop Foley High School
Taras Tylko Taras Tylko's Dean Witter Reynolds Inc. Experience 1981 - 1986
Job Business Owner
Industry Accounting
Experience
Advantage Medical Billing, Inc. December 1993 - Present
Mutual of New York 1986 - 1991
Dean Witter Reynolds Inc. 1981 - 1986
Skills
Medical Billing, Networking, Entrepreneurship, Data Entry, Medical Coding
Education
Saint Peter's University 1975 — 1979
Bachelor of Applied Science (B.A.Sc.), Biology, General
Advantage Medical Billing, Inc. December 1993 - Present
Mutual of New York 1986 - 1991
Dean Witter Reynolds Inc. 1981 - 1986
Skills
Medical Billing, Networking, Entrepreneurship, Data Entry, Medical Coding
Education
Saint Peter's University 1975 — 1979
Bachelor of Applied Science (B.A.Sc.), Biology, General
Timothy Klahs Timothy Klahs's Dean Witter Reynolds Inc. Experience June 1986 - June 1996
Job Vice President, Business Development at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing October 2014 - Present
Accenture January 2012 - October 2014
Christim Capital August 2004 - October 2014
Imagistics International April 2003 - August 2004
American Skandia Marketing, Inc. September 2000 - April 2003
ImrGlobal June 1999 - September 2000
SFX Entertainment, Inc. June 1996 - June 1999
Dean Witter Reynolds Inc. June 1986 - June 1996
Kidder Peabody June 1981 - June 1986
Skills
Program Management, Corporate Finance, Investor Relations, Financial Analysis, Derivatives, Hedge Funds, Trading, Mergers & Acquisitions, Leadership, Finance, Financial Services, Investments, Management
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Harvard University
Bachelor's Degree, Mathematics
Deerfield Academy
High School
WealthVest Marketing October 2014 - Present
Accenture January 2012 - October 2014
Christim Capital August 2004 - October 2014
Imagistics International April 2003 - August 2004
American Skandia Marketing, Inc. September 2000 - April 2003
ImrGlobal June 1999 - September 2000
SFX Entertainment, Inc. June 1996 - June 1999
Dean Witter Reynolds Inc. June 1986 - June 1996
Kidder Peabody June 1981 - June 1986
Skills
Program Management, Corporate Finance, Investor Relations, Financial Analysis, Derivatives, Hedge Funds, Trading, Mergers & Acquisitions, Leadership, Finance, Financial Services, Investments, Management
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Harvard University
Bachelor's Degree, Mathematics
Deerfield Academy
High School
Ramon Ferreris Ramon Ferreris's Dean Witter Reynolds Inc. Experience June 1995 - November 1996
Job Autosys Integrator/Admin At BBH
Industry Financial Services
Experience
BB&H November 1996 - Present
Dean Witter Reynolds Inc June 1995 - November 1996
AIG September 1987 - June 1995
Skills
AIX, Active Directory, Microsoft Certified..., Network Administration, Servers, Databases, System Deployment, Integration, DNS, TCP/IP, Windows, Linux, IBM AIX, Data Center, Hardware, ITIL, Networking, Software Installation, Disaster Recovery
Education
Pontificia Universidad Católica de Puerto Rico 1976 — 1982
BS
BB&H November 1996 - Present
Dean Witter Reynolds Inc June 1995 - November 1996
AIG September 1987 - June 1995
Skills
AIX, Active Directory, Microsoft Certified..., Network Administration, Servers, Databases, System Deployment, Integration, DNS, TCP/IP, Windows, Linux, IBM AIX, Data Center, Hardware, ITIL, Networking, Software Installation, Disaster Recovery
Education
Pontificia Universidad Católica de Puerto Rico 1976 — 1982
BS
Bruce Dunn Bruce Dunn's Dean Witter Reynolds Inc. Experience June 1986 - June 1992
Job Financial Marketing Executive & Investment Consultant
Industry Financial Services
Experience
PRISM Investment Solutions & Marketing 2014 - Present
Wells Fargo Securities, LLC January 2009 - September 2013
Wells Fargo January 2009 - September 2013
Wachovia Corp (CIB) October 2005 - 2009
Morgan Stanley June 2000 - October 2005
Morgan Stanley 1998 - 2000
Morgan Stanley Investment Management 1992 - 1998
Dean Witter Reynolds, Inc June 1986 - June 1992
Skills
Advisory Boards, Eastern States..., Alternative Investments, Securities, Fixed Income, Risk Reduction, Asset Allocation, Marketing, Investments, Estate Planning, Investment Advisory, Wealth Management, FINRA, Portfolio Management, Series 63, Financial Advisory, Series 7, Financial Analysis, Structured Products, ETFs, Mutual Funds, Asset Management, Capital Markets, Risk Management, Equities, Financial Services, Finance
Education
Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania 2014 — 2015
Chartered Advisor in Philanthropy (CAP)
The American College 2014 — 2015
Chartered Advisor in Philanthropy (CAP), Philanthropic Studies, Professional Designation
Florida State University 1969 — 1972
BA, English & Business (double major)
PRISM Investment Solutions & Marketing 2014 - Present
Wells Fargo Securities, LLC January 2009 - September 2013
Wells Fargo January 2009 - September 2013
Wachovia Corp (CIB) October 2005 - 2009
Morgan Stanley June 2000 - October 2005
Morgan Stanley 1998 - 2000
Morgan Stanley Investment Management 1992 - 1998
Dean Witter Reynolds, Inc June 1986 - June 1992
Skills
Advisory Boards, Eastern States..., Alternative Investments, Securities, Fixed Income, Risk Reduction, Asset Allocation, Marketing, Investments, Estate Planning, Investment Advisory, Wealth Management, FINRA, Portfolio Management, Series 63, Financial Advisory, Series 7, Financial Analysis, Structured Products, ETFs, Mutual Funds, Asset Management, Capital Markets, Risk Management, Equities, Financial Services, Finance
Education
Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania 2014 — 2015
Chartered Advisor in Philanthropy (CAP)
The American College 2014 — 2015
Chartered Advisor in Philanthropy (CAP), Philanthropic Studies, Professional Designation
Florida State University 1969 — 1972
BA, English & Business (double major)
Richard Cesaro Richard Cesaro's Dean Witter Reynolds Inc. Experience 1987 - 1990
Job Diabetes Sales Specialist at Publicis Touchpoint Solutions
Industry Pharmaceuticals
Experience
Publicis Touchpoint Solutions January 2014 - Present
Eli Lilly and Company September 2013 - December 2013
Genentech November 2009 - June 2012
Roche Pharmaceuticals 2002 - 2009
Roche Pharmaceuticals 1990 - 2002
Dean Witter Reynolds Inc. 1987 - 1990
Skills
Pulmonology, Rheumatology, Endocrinology, Emergency Medicine, Cardiology, Anesthesia, Oncology, Infectious Diseases, Neurology, Pharmaceutical Sales, Managed Care, Virology, Diabetes, HCV, Hospitals, Orthopedics, Nephrology, Gastroenterology, Dermatology, Critical Care, Allergy, Immunology, Pediatrics, Pain Management, Surgery, Urology, Hematology, Pharmaceuticals, Product Launches, Rheumatoid Arthritis, Healthcare, Biotechnology, Clinical, ICU, ENT, Osteoporosis, Internal Medicine, OB/GYN, Anti-infectives, Psychiatry, Anesthesiology, Transplantation, Pain, Territory, Hepatology, Asthma, Clinical Development, Medical Education, Biopharmaceuticals, Hypertension
Education
Fairleigh Dickinson University 1973 — 1982
BS, MBA, Biology and Marketing
Publicis Touchpoint Solutions January 2014 - Present
Eli Lilly and Company September 2013 - December 2013
Genentech November 2009 - June 2012
Roche Pharmaceuticals 2002 - 2009
Roche Pharmaceuticals 1990 - 2002
Dean Witter Reynolds Inc. 1987 - 1990
Skills
Pulmonology, Rheumatology, Endocrinology, Emergency Medicine, Cardiology, Anesthesia, Oncology, Infectious Diseases, Neurology, Pharmaceutical Sales, Managed Care, Virology, Diabetes, HCV, Hospitals, Orthopedics, Nephrology, Gastroenterology, Dermatology, Critical Care, Allergy, Immunology, Pediatrics, Pain Management, Surgery, Urology, Hematology, Pharmaceuticals, Product Launches, Rheumatoid Arthritis, Healthcare, Biotechnology, Clinical, ICU, ENT, Osteoporosis, Internal Medicine, OB/GYN, Anti-infectives, Psychiatry, Anesthesiology, Transplantation, Pain, Territory, Hepatology, Asthma, Clinical Development, Medical Education, Biopharmaceuticals, Hypertension
Education
Fairleigh Dickinson University 1973 — 1982
BS, MBA, Biology and Marketing
D. Scott Bedford D. Scott Bedford's Dean Witter Reynolds Inc. Experience 1983 - 1993
Job Branch Manager/Financial Advisor at Raymond James Financial Services Inc
Industry Financial Services
Experience
Raymond James Financial Services Inc Member FINRA/SIPC 2009 - Present
Smith Barney 1993 - 2009
Dean Witter Reynolds Inc. 1983 - 1993
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Investments, Asset Allocation, Series 63, Investment Advisory, Portfolio Management, Retirement, Financial Advisory, Asset Management, Equities
Education
Southern Methodist University 1979 — 1983
B.S.in Business, Marketing, Minor in Economics
Raymond James Financial Services Inc Member FINRA/SIPC 2009 - Present
Smith Barney 1993 - 2009
Dean Witter Reynolds Inc. 1983 - 1993
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., Investments, Asset Allocation, Series 63, Investment Advisory, Portfolio Management, Retirement, Financial Advisory, Asset Management, Equities
Education
Southern Methodist University 1979 — 1983
B.S.in Business, Marketing, Minor in Economics
Kevin G. Conroy Kevin G. Conroy's Dean Witter Reynolds Inc. Experience January 1985 - January 1986
Job Director of Transportation at WesleyLife
Industry Transportation/Trucking/Railroad
Experience
WesleyLife December 2012 - Present
Beef4Hunger June 2012 - Present
Windy City Limousine and Bus July 2012 - June 2013
Park District of Highland Park May 2005 - June 2013
GREYHOUND LINES, INC October 2009 - August 2011
Aries Charter Transportation July 2005 - June 2009
Leisure Pursuit, Inc. October 1989 - May 2005
Equitable Financial Companies, Inc January 1986 - January 1989
Dean Witter Reynolds, Inc January 1985 - January 1986
Skills
Budgets, Transportation, Customer Service, Sales, Team Building, Logistics, Strategic Planning, Marketing, Recruiting, Leadership, Public Relations, Management, Strategy, Leadership Development, Marketing Strategy, Program Management, Business Planning, Analysis, Entrepreneurship, Fundraising, Time Management, Training, Human Resources, Purchasing, Operations Management, Sales Management, Coaching, Contract Negotiation, P&L Management, Account Management, Event Management, Negotiation, Competitive Analysis
Education
Drake University 1981 — 1985
BS, Economics
Lake Forest High School
WesleyLife December 2012 - Present
Beef4Hunger June 2012 - Present
Windy City Limousine and Bus July 2012 - June 2013
Park District of Highland Park May 2005 - June 2013
GREYHOUND LINES, INC October 2009 - August 2011
Aries Charter Transportation July 2005 - June 2009
Leisure Pursuit, Inc. October 1989 - May 2005
Equitable Financial Companies, Inc January 1986 - January 1989
Dean Witter Reynolds, Inc January 1985 - January 1986
Skills
Budgets, Transportation, Customer Service, Sales, Team Building, Logistics, Strategic Planning, Marketing, Recruiting, Leadership, Public Relations, Management, Strategy, Leadership Development, Marketing Strategy, Program Management, Business Planning, Analysis, Entrepreneurship, Fundraising, Time Management, Training, Human Resources, Purchasing, Operations Management, Sales Management, Coaching, Contract Negotiation, P&L Management, Account Management, Event Management, Negotiation, Competitive Analysis
Education
Drake University 1981 — 1985
BS, Economics
Lake Forest High School
Thomas A. Hayes Jr. Thomas A. Hayes Jr.'s Dean Witter Reynolds Inc. Experience December 1995 - May 1997
Job SVP, General Counsel and Secretary at E D & F Man Capital Markets Inc.
Industry Legal Services
Experience
E D & F Man Capital Markets Inc. November 2011 - Present
Law Office of Thomas A. Hayes Jr., PC November 2008 - November 2011
MF Global April 2004 - January 2008
MF Global February 2001 - April 2004
Prudential Securities Incorporated May 1997 - February 2001
Dean Witter Reynolds Inc. December 1995 - May 1997
Dean Witter Reynolds Inc. March 1995 - December 1995
Cerussi & Spring August 1994 - March 1995
Skills
Securities, Derivatives, Trading, Management, Energy, Foreign Exchange, Corporate Governance, Sales, Due Diligence, Hedge Funds, Risk Management, Capital Markets, Mergers & Acquisitions, Private Equity, Corporate Finance, Swaps, Hedging, Managed Futures, Commercial Litigation, Contract Negotiation, Litigation, Commodity Markets, FINRA, Banking, Series 7, Options, Commodity, Corporate Law, Equities, Financial Markets, Finance, Alternative Investments, Securities Regulation
Education
St. John's University 1991 — 1994
Juris Doctor, Law
Canisius College 1986 — 1990
Bachelor of Arts, Political Science
E D & F Man Capital Markets Inc. November 2011 - Present
Law Office of Thomas A. Hayes Jr., PC November 2008 - November 2011
MF Global April 2004 - January 2008
MF Global February 2001 - April 2004
Prudential Securities Incorporated May 1997 - February 2001
Dean Witter Reynolds Inc. December 1995 - May 1997
Dean Witter Reynolds Inc. March 1995 - December 1995
Cerussi & Spring August 1994 - March 1995
Skills
Securities, Derivatives, Trading, Management, Energy, Foreign Exchange, Corporate Governance, Sales, Due Diligence, Hedge Funds, Risk Management, Capital Markets, Mergers & Acquisitions, Private Equity, Corporate Finance, Swaps, Hedging, Managed Futures, Commercial Litigation, Contract Negotiation, Litigation, Commodity Markets, FINRA, Banking, Series 7, Options, Commodity, Corporate Law, Equities, Financial Markets, Finance, Alternative Investments, Securities Regulation
Education
St. John's University 1991 — 1994
Juris Doctor, Law
Canisius College 1986 — 1990
Bachelor of Arts, Political Science
Karla Oderwald's Dean Witter Reynolds Inc. Experience 1995 - 1997
Job Senior Assistant at Hofstra University
Industry Higher Education
Experience
Hofstra University August 2015 - Present
Hofstra University September 2009 - August 2015
The Training Center for Early Childhood Professionals July 2004 - September 2009
TLC Day Care April 2002 - June 2004
BNY Mellon May 1999 - April 2002
Cowen and Company 1998 - 1999
Gruntal & Co. August 1997 - April 1998
Dean Witter Reynolds Inc. 1995 - 1997
J.P. Morgan July 1992 - July 1995
Skills
Word, Excel, PowerPoint, Microsoft Office, Social Media, Editing, Marketing, Outlook, Adobe Acrobat, Administrative..., Microsoft Word, Microsoft Excel, Leadership, Creative Writing
Education
Hofstra University 2010 — 2019
Fine Arts, Design
The Wood School 1991 — 1992
Cooperative Secretarial Program
Martin Luther High School
Hofstra University August 2015 - Present
Hofstra University September 2009 - August 2015
The Training Center for Early Childhood Professionals July 2004 - September 2009
TLC Day Care April 2002 - June 2004
BNY Mellon May 1999 - April 2002
Cowen and Company 1998 - 1999
Gruntal & Co. August 1997 - April 1998
Dean Witter Reynolds Inc. 1995 - 1997
J.P. Morgan July 1992 - July 1995
Skills
Word, Excel, PowerPoint, Microsoft Office, Social Media, Editing, Marketing, Outlook, Adobe Acrobat, Administrative..., Microsoft Word, Microsoft Excel, Leadership, Creative Writing
Education
Hofstra University 2010 — 2019
Fine Arts, Design
The Wood School 1991 — 1992
Cooperative Secretarial Program
Martin Luther High School
Steven K. Bilby Steven K. Bilby's Dean Witter Reynolds Inc. Experience October 1985 - December 1987
Job InterDealer Bond Broker at LPS Partners Inc.
Industry Financial Services
Experience
LPS Partners Inc. August 2012 - Present
Recapture Partners LLC June 2012 - July 2012
Creditex October 2006 - April 2012
Mcfadden ,Farrel and Smith LP January 2001 - September 2006
Tullett & Tokyo Liberty Securities February 2000 - February 2001
Cantor Fitzgerald September 1996 - February 2000
Liberty Brokerage November 1987 - May 1996
Dean Witter Reynolds Inc October 1985 - December 1987
Barry F. Cohen & Co October 1984 - September 1985
Smith Barney, Harris Upham & Co. February 1981 - October 1984
Skills
Sales, Derivatives, Bonds, Equities, Capital Markets, Trading, Bloomberg, Fixed Income Products, Credit, Hedge Funds, Series 63, Investments, Fixed Income, Securities, Series 7, Electronic Trading, Alternative Investments, Asset Management, Options, Structured Products
Education
Ohio Wesleyan University 1976 — 1980
Bachelor of Arts (B.A.), Economics/Political Science
LPS Partners Inc. August 2012 - Present
Recapture Partners LLC June 2012 - July 2012
Creditex October 2006 - April 2012
Mcfadden ,Farrel and Smith LP January 2001 - September 2006
Tullett & Tokyo Liberty Securities February 2000 - February 2001
Cantor Fitzgerald September 1996 - February 2000
Liberty Brokerage November 1987 - May 1996
Dean Witter Reynolds Inc October 1985 - December 1987
Barry F. Cohen & Co October 1984 - September 1985
Smith Barney, Harris Upham & Co. February 1981 - October 1984
Skills
Sales, Derivatives, Bonds, Equities, Capital Markets, Trading, Bloomberg, Fixed Income Products, Credit, Hedge Funds, Series 63, Investments, Fixed Income, Securities, Series 7, Electronic Trading, Alternative Investments, Asset Management, Options, Structured Products
Education
Ohio Wesleyan University 1976 — 1980
Bachelor of Arts (B.A.), Economics/Political Science
Sandy McClelland's Dean Witter Reynolds Inc. Experience 1971 - 1980
Job Admin at Advantage waypoint
Industry Food & Beverages
Experience
Advantage waypoint July 1996 - Present
E.F. Hutton 1980 - 1986
Dean Witter Reynolds Inc. 1971 - 1980
Skills
Food, Food & Beverage, Restaurants, Food Service, Catering, Food Safety, Food Industry, Hospitality, Menu Development, Culinary Skills, Customer Service, Restaurant Management, Inventory Management, Budgets, Event Planning, Event Management, Time Management, Microsoft Excel, Purchasing
Education
Indiana University-Purdue University at Indianapolis 1970 — 1972
Advantage waypoint July 1996 - Present
E.F. Hutton 1980 - 1986
Dean Witter Reynolds Inc. 1971 - 1980
Skills
Food, Food & Beverage, Restaurants, Food Service, Catering, Food Safety, Food Industry, Hospitality, Menu Development, Culinary Skills, Customer Service, Restaurant Management, Inventory Management, Budgets, Event Planning, Event Management, Time Management, Microsoft Excel, Purchasing
Education
Indiana University-Purdue University at Indianapolis 1970 — 1972
Alan Roth, CFA's Dean Witter Reynolds Inc. Experience 1989 - 1997
Job Executive Recruiter
Industry Financial Services
Experience
ARB Recruitment Partners April 2014 - Present
The Goodkind Group/Bond Street Group/Strategic Workforce Solutions February 2006 - March 2014
Source Capital 2003 - 2006
Prudential Securities 1999 - 2002
Lehman Brothers 1997 - 1999
Dean Witter Reynolds Inc. 1989 - 1997
Merrill Lynch 1987 - 1989
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, M&A, Executive Recruiting, Business Valuation, Corporate Finance, Private Equity, Executive Search, Financial Services, Finance, Hedge Funds, Mergers & Acquisitions, Management, Financial Analysis, Due Diligence, Acquisitions, Fixed Income, Funding, Equities, Corporate Development, Strategy, Business Strategy
Education
Harvard Business School 1984 — 1986
MBA
Boston College 1977 — 1981
BS, Finance, Economics
Penfield High
ARB Recruitment Partners April 2014 - Present
The Goodkind Group/Bond Street Group/Strategic Workforce Solutions February 2006 - March 2014
Source Capital 2003 - 2006
Prudential Securities 1999 - 2002
Lehman Brothers 1997 - 1999
Dean Witter Reynolds Inc. 1989 - 1997
Merrill Lynch 1987 - 1989
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, M&A, Executive Recruiting, Business Valuation, Corporate Finance, Private Equity, Executive Search, Financial Services, Finance, Hedge Funds, Mergers & Acquisitions, Management, Financial Analysis, Due Diligence, Acquisitions, Fixed Income, Funding, Equities, Corporate Development, Strategy, Business Strategy
Education
Harvard Business School 1984 — 1986
MBA
Boston College 1977 — 1981
BS, Finance, Economics
Penfield High
William Dwyer William Dwyer's Dean Witter Reynolds Inc. Experience 1986 - 1995
Job Vice President, The Bank of New York Mellon
Industry Banking
Experience
BNY Mellon 2005 - Present
BSB Bank & Trust 2002 - 2004
Morgan Stanley 1999 - 2002
Dean Witter Reynolds Inc. 1986 - 1995
Education
Niagara University 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management
Bishop Ludden High School 1978 — 1981
BNY Mellon 2005 - Present
BSB Bank & Trust 2002 - 2004
Morgan Stanley 1999 - 2002
Dean Witter Reynolds Inc. 1986 - 1995
Education
Niagara University 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management
Bishop Ludden High School 1978 — 1981
Yie-Hsin Hung Yie-Hsin Hung's Dean Witter Reynolds Inc. Experience September 1986 - February 1997
Job Chief Executive Officer, New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management May 2015 - Present
New York Life Investment Management January 2014 - Present
New York Life Investments March 2012 - December 2013
New York Life Investments November 2010 - March 2012
Bridgewater Associates 2008 - 2010
Morgan Stanley Investment Management October 2003 - 2008
Morgan Stanley February 1997 - October 2003
Dean Witter Reynolds Inc. September 1986 - February 1997
Skills
Executive Management, Asset Management, Investments, Alternative Investments, Mergers, Strategic Planning, Investment Strategies, Private Equity, Hedge Funds, Asset Managment, Mergers & Acquisitions, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Equities, Institutional..., Investment Banking, Venture Capital, Bloomberg, Financial Modeling, Financial Services, Mutual Funds
Education
Harvard Business School 1984 — 1986
MBA
Northwestern University 1980 — 1984
BS, Mechanical Engineering
New York Life Investment Management May 2015 - Present
New York Life Investment Management January 2014 - Present
New York Life Investments March 2012 - December 2013
New York Life Investments November 2010 - March 2012
Bridgewater Associates 2008 - 2010
Morgan Stanley Investment Management October 2003 - 2008
Morgan Stanley February 1997 - October 2003
Dean Witter Reynolds Inc. September 1986 - February 1997
Skills
Executive Management, Asset Management, Investments, Alternative Investments, Mergers, Strategic Planning, Investment Strategies, Private Equity, Hedge Funds, Asset Managment, Mergers & Acquisitions, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Equities, Institutional..., Investment Banking, Venture Capital, Bloomberg, Financial Modeling, Financial Services, Mutual Funds
Education
Harvard Business School 1984 — 1986
MBA
Northwestern University 1980 — 1984
BS, Mechanical Engineering
Allan Burns Allan Burns's Dean Witter Reynolds Inc. Experience July 1983 - January 1985
Job ceo at Paradise Petroleum Marketers LLC
Industry Management Consulting
Experience
Paradise SS Management Corp January 1985 - Present
Dean Witter Reynolds Inc July 1983 - January 1985
Balcor January 1983 - January 1985
Skills
Operations Management, Financial Analysis, Single Family Homes, Contract Management, Contract Negotiation, Marketing, Negotiation, Real Estate, Budgets, Business Development, Business Planning, Finance, Marketing Strategy, Mergers, Portfolio Management, Sales, Sales Management, Team Building
Education
Florida Atlantic University 1980 — 1981
MBA, Finance, Real Estate
Florida Atlantic University 1976 — 1980
BBA, Business Administration
Paradise SS Management Corp January 1985 - Present
Dean Witter Reynolds Inc July 1983 - January 1985
Balcor January 1983 - January 1985
Skills
Operations Management, Financial Analysis, Single Family Homes, Contract Management, Contract Negotiation, Marketing, Negotiation, Real Estate, Budgets, Business Development, Business Planning, Finance, Marketing Strategy, Mergers, Portfolio Management, Sales, Sales Management, Team Building
Education
Florida Atlantic University 1980 — 1981
MBA, Finance, Real Estate
Florida Atlantic University 1976 — 1980
BBA, Business Administration
Linda O'Brien's Dean Witter Reynolds Inc. Experience 1981 - 1984
Job PROGRAM AND PORTFOLIO MANAGEMENT; Successful programs of today, while defining improvement for tomorrow
Industry Information Services
Experience
Indiana University Health February 2011 - December 2013
Indiana University Health November 2010 - February 2011
Indiana University Health April 2008 - November 2010
Health consulting business January 1998 - 2010
Indiana University Health August 2006 - April 2008
Gateway Electronic Medical Management Systems November 2005 - July 2006
Hancock Regional Hospital January 1991 - July 2005
Dean Witter Reynolds Inc 1981 - 1984
Skills
Strategic Planning, Process Improvement, Program Management, Financial Planning, Microsoft Office, PMP, EMR, Customer Service, Mentoring, Change Management, Healthcare, Team Building, Problem Solving, Customer Relations, Documentation, Scheduling, Budgeting, Healthcare IT, Planning, Team Leadership, Excel, Troubleshooting, Project Planning, Business Strategy, Teaching, Process Scheduler, Healthcare Information..., Budgets, Software Documentation, Informatics, ITIL, Management, Information Technology, Six Sigma, CPOE, EHR, Software Implementation
Education
Indiana University-Purdue University at Indianapolis 2007 — 2007
Certification, Project Management
Clayton College 2000 — 2004
BS/MS, Nutrition/Natural Health
Ball State University 1978 — 1981
Assoc, Business
Indiana University Health February 2011 - December 2013
Indiana University Health November 2010 - February 2011
Indiana University Health April 2008 - November 2010
Health consulting business January 1998 - 2010
Indiana University Health August 2006 - April 2008
Gateway Electronic Medical Management Systems November 2005 - July 2006
Hancock Regional Hospital January 1991 - July 2005
Dean Witter Reynolds Inc 1981 - 1984
Skills
Strategic Planning, Process Improvement, Program Management, Financial Planning, Microsoft Office, PMP, EMR, Customer Service, Mentoring, Change Management, Healthcare, Team Building, Problem Solving, Customer Relations, Documentation, Scheduling, Budgeting, Healthcare IT, Planning, Team Leadership, Excel, Troubleshooting, Project Planning, Business Strategy, Teaching, Process Scheduler, Healthcare Information..., Budgets, Software Documentation, Informatics, ITIL, Management, Information Technology, Six Sigma, CPOE, EHR, Software Implementation
Education
Indiana University-Purdue University at Indianapolis 2007 — 2007
Certification, Project Management
Clayton College 2000 — 2004
BS/MS, Nutrition/Natural Health
Ball State University 1978 — 1981
Assoc, Business
Josephine de la Oz-Randall, SPHR Josephine de la Oz-Randall, SPHR's Dean Witter Reynolds Inc. Experience June 1986 - July 1994
Job Human Resources Generalist
Industry Human Resources
Experience
Partners In Community Supports June 2010 - March 2013
Legacy.com 2008 - 2008
Lamson, Dugan and Murray LLP September 2006 - November 2007
PayPal February 2006 - March 2006
Summit Industries, Inc. December 2003 - May 2004
Northwestern Memorial Hospital February 2003 - October 2003
Dean Witter Reynolds, Inc June 1986 - July 1994
Touche Ross & Company December 1981 - June 1986
Education
Pace University 1978 — 1981
BA, Labor Management Relations
Mabel Dean Bacon High School 1970 — 1974
University of Minnesota-Twin Cities
Partners In Community Supports June 2010 - March 2013
Legacy.com 2008 - 2008
Lamson, Dugan and Murray LLP September 2006 - November 2007
PayPal February 2006 - March 2006
Summit Industries, Inc. December 2003 - May 2004
Northwestern Memorial Hospital February 2003 - October 2003
Dean Witter Reynolds, Inc June 1986 - July 1994
Touche Ross & Company December 1981 - June 1986
Education
Pace University 1978 — 1981
BA, Labor Management Relations
Mabel Dean Bacon High School 1970 — 1974
University of Minnesota-Twin Cities
Werner Vetsch Werner Vetsch's Dean Witter Reynolds Inc. Experience 1986 - 1987
Job Chief Operating Officer, Aegon USA Investment Management, LLC
Industry Investment Management
Experience
Aegon USA Investment Management, LLC February 2015 - Present
Legal & General Investment Management America December 2006 - January 2015
Legal & General Investment Management America December 2006 - November 2011
Northern Trust October 2004 - December 2006
Northern Trust Corporation June 1999 - October 2004
Bankers Trust Company 1992 - 1999
Citi 1988 - 1992
Dillon, Read & Company 1987 - 1988
Dean Witter Reynolds Inc. 1986 - 1987
Skills
Fixed Income, Asset Management, Alternative Investments, Equities, Bloomberg, Hedge Funds, Private Equity, Securities, Investment Banking, Financial Risk, Asset Managment, Change Management, Risk Management, Portfolio Management, Financial Services
Education
Belmont University - Jack C. Massey Graduate School of Business 1996 — 1997
MBA
University of Rochester 1981 — 1986
Bachelor of Arts (B.A.), Economics
Aegon USA Investment Management, LLC February 2015 - Present
Legal & General Investment Management America December 2006 - January 2015
Legal & General Investment Management America December 2006 - November 2011
Northern Trust October 2004 - December 2006
Northern Trust Corporation June 1999 - October 2004
Bankers Trust Company 1992 - 1999
Citi 1988 - 1992
Dillon, Read & Company 1987 - 1988
Dean Witter Reynolds Inc. 1986 - 1987
Skills
Fixed Income, Asset Management, Alternative Investments, Equities, Bloomberg, Hedge Funds, Private Equity, Securities, Investment Banking, Financial Risk, Asset Managment, Change Management, Risk Management, Portfolio Management, Financial Services
Education
Belmont University - Jack C. Massey Graduate School of Business 1996 — 1997
MBA
University of Rochester 1981 — 1986
Bachelor of Arts (B.A.), Economics
Leon L Newcomb, CFA MBA Leon L Newcomb, CFA MBA's Dean Witter Reynolds Inc. Experience October 1988 - May 1989
Job Senior Portfolio Manager/ Senior Vice President Bank of Arizona
Industry Investment Management
Experience
Bank of Arizona (BOK Financial) October 2007 - Present
Northern Trust May 2002 - October 2007
Investar, Inc June 1996 - May 2002
First Interstate Capital Management/ Wells Fargo January 1994 - May 1996
Knights of Columbus May 1989 - January 1994
Dean Witter Reynolds Inc October 1988 - May 1989
Cowen Asset Management (Cowen and Company) April 1986 - October 1988
FJS Systems Corp August 1984 - April 1986
Skills
Investments, Asset Allocation, Wealth Management, Equities, Portfolio Management, Asset Managment, Banking, Investment Strategies, Fixed Income, Financial Analysis, Valuation, Financial Modeling, High Net Worth..., Investment Advisory, Alternative Investments, Bloomberg, Hedge Funds, Finance, Commercial Banking, Relationship Management, Series 7, Mutual Funds, Consumer Lending, Private Banking
Education
Pace University - Lubin School of Business 1985 — 1987
Master of Business Administration (MBA), Finance
City University of New York - Queens College 1978 — 1983
Bachelor of Arts (BA), Economics / Computer Science
Bank of Arizona (BOK Financial) October 2007 - Present
Northern Trust May 2002 - October 2007
Investar, Inc June 1996 - May 2002
First Interstate Capital Management/ Wells Fargo January 1994 - May 1996
Knights of Columbus May 1989 - January 1994
Dean Witter Reynolds Inc October 1988 - May 1989
Cowen Asset Management (Cowen and Company) April 1986 - October 1988
FJS Systems Corp August 1984 - April 1986
Skills
Investments, Asset Allocation, Wealth Management, Equities, Portfolio Management, Asset Managment, Banking, Investment Strategies, Fixed Income, Financial Analysis, Valuation, Financial Modeling, High Net Worth..., Investment Advisory, Alternative Investments, Bloomberg, Hedge Funds, Finance, Commercial Banking, Relationship Management, Series 7, Mutual Funds, Consumer Lending, Private Banking
Education
Pace University - Lubin School of Business 1985 — 1987
Master of Business Administration (MBA), Finance
City University of New York - Queens College 1978 — 1983
Bachelor of Arts (BA), Economics / Computer Science
Bob Weenig Bob Weenig's Dean Witter Reynolds Inc. Experience October 1987 - March 1991
Job Information Technology Support Engineer
Industry Information Technology and Services
Experience
Walter P Moore August 2015 - Present
Baker Hughes January 2008 - January 2015
BJ Services, USA 2004 - 2008
Compaq Computer Corporation - Houston TX August 1996 - June 1998
Continental Airlines December 1994 - June 1997
NEC Display Solutions of America, Inc. January 1994 - August 1996
Zions Bank March 1991 - December 1994
Dean Witter Reynolds Inc. October 1987 - March 1991
Merrill Lynch June 1983 - October 1987
Christopherson Business Travel July 1976 - October 1982
Skills
Integration, System Administration, Engineering, Operating Systems, IT Service Management, Software Installation, Petroleum, AutoCAD, Oil/Gas, Oilfield, Networking, Technical Support, Gas, Energy, Project Management, Drilling, Process Improvement, Upstream, Completion, HTML, Blackberry, Usability, Lotus Notes, Project Planning, Energy Industry, Hardware, Servers, Disaster Recovery, Natural Gas, Switches, Offshore Drilling, Help Desk Support, Software Documentation, Active Directory, Troubleshooting, Training, Oil & Gas Industry, Linux, Oil & Gas, Management, Leadership, Onshore, Supervisory Skills, Desktop Computers, Network Administration, Microsoft Office, Windows Server, Enterprise Software, Operations Management
Education
Brigham Young University 1968 — 1975
BS Social Science
Ricks College 1969 — 1971
Associate of Science (AS)
Walter P Moore August 2015 - Present
Baker Hughes January 2008 - January 2015
BJ Services, USA 2004 - 2008
Compaq Computer Corporation - Houston TX August 1996 - June 1998
Continental Airlines December 1994 - June 1997
NEC Display Solutions of America, Inc. January 1994 - August 1996
Zions Bank March 1991 - December 1994
Dean Witter Reynolds Inc. October 1987 - March 1991
Merrill Lynch June 1983 - October 1987
Christopherson Business Travel July 1976 - October 1982
Skills
Integration, System Administration, Engineering, Operating Systems, IT Service Management, Software Installation, Petroleum, AutoCAD, Oil/Gas, Oilfield, Networking, Technical Support, Gas, Energy, Project Management, Drilling, Process Improvement, Upstream, Completion, HTML, Blackberry, Usability, Lotus Notes, Project Planning, Energy Industry, Hardware, Servers, Disaster Recovery, Natural Gas, Switches, Offshore Drilling, Help Desk Support, Software Documentation, Active Directory, Troubleshooting, Training, Oil & Gas Industry, Linux, Oil & Gas, Management, Leadership, Onshore, Supervisory Skills, Desktop Computers, Network Administration, Microsoft Office, Windows Server, Enterprise Software, Operations Management
Education
Brigham Young University 1968 — 1975
BS Social Science
Ricks College 1969 — 1971
Associate of Science (AS)
Dee Olewinski's Dean Witter Reynolds Inc. Experience 1981 - 1983
Job Athletic Director
Industry Education Management
Experience
St. Isaac Jogues Catholic School August 2005 - Present
Select Cut Steak House May 2005 - Present
The Fireplace Inn May 2000 - Present
St. Isaac Jogues Catholic School August 1990 - July 2005
Olewinski Household April 1982 - May 1990
Dean Witter Reynolds Inc. 1981 - 1983
Balcor Realty Investors 1978 - 1981
Skills
Curriculum Design, Nonprofits, Public Speaking, Teaching, Staff Development, Fundraising, Budget Management, Athletic Administration, Sports Coaching, Project Management, Program Management, Program Development, Food & Beverage, Food Safety, Event Planning, Event Management, Financial Accounting, Management, CPR Certified, Planning & Scheduling, Microsoft Office
Education
St. Joseph's College (IN) 1974 — 1978
Bachelor of Science, Accounting
St. Isaac Jogues Catholic School August 2005 - Present
Select Cut Steak House May 2005 - Present
The Fireplace Inn May 2000 - Present
St. Isaac Jogues Catholic School August 1990 - July 2005
Olewinski Household April 1982 - May 1990
Dean Witter Reynolds Inc. 1981 - 1983
Balcor Realty Investors 1978 - 1981
Skills
Curriculum Design, Nonprofits, Public Speaking, Teaching, Staff Development, Fundraising, Budget Management, Athletic Administration, Sports Coaching, Project Management, Program Management, Program Development, Food & Beverage, Food Safety, Event Planning, Event Management, Financial Accounting, Management, CPR Certified, Planning & Scheduling, Microsoft Office
Education
St. Joseph's College (IN) 1974 — 1978
Bachelor of Science, Accounting
Thomas Orlando, MBA Thomas Orlando, MBA's Dean Witter Reynolds Inc. Experience 1992 - 1993
Job Senior Revenue Executive
Industry Broadcast Media
Experience
Looking for an exciting new job opportunity 2015 - 2015
Captivate Network January 2008 - September 2008
Westwood One November 1995 - February 2004
Bear Stearns Investment Bank 1994 - 1995
Dean Witter Reynolds Inc. 1992 - 1993
Skills
Sales Management, Advertising Sales, Revenue Enhancement, Strategic Partnerships, Digital Media, Client Relations, Team Building, New Media, Integrated Marketing, Broadcast, Financial Analysis, Relationship Building, Media Planning, Radio Advertising, Marketing, Marketing Strategy, Social Media, Digital Strategy, Radio, Media Buying, Digital Marketing, Online Advertising, Advertising, Sales, Strategy, Team Leadership
Education
Saint John's University
MBA, Finance
St. John's University
Bachelor of Science (BS), Finance and Financial Management Services
Looking for an exciting new job opportunity 2015 - 2015
Captivate Network January 2008 - September 2008
Westwood One November 1995 - February 2004
Bear Stearns Investment Bank 1994 - 1995
Dean Witter Reynolds Inc. 1992 - 1993
Skills
Sales Management, Advertising Sales, Revenue Enhancement, Strategic Partnerships, Digital Media, Client Relations, Team Building, New Media, Integrated Marketing, Broadcast, Financial Analysis, Relationship Building, Media Planning, Radio Advertising, Marketing, Marketing Strategy, Social Media, Digital Strategy, Radio, Media Buying, Digital Marketing, Online Advertising, Advertising, Sales, Strategy, Team Leadership
Education
Saint John's University
MBA, Finance
St. John's University
Bachelor of Science (BS), Finance and Financial Management Services
Bob Barber Bob Barber's Dean Witter Reynolds Inc. Experience 1985 - 1996
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 1996 - Present
Dean Witter Reynolds Inc. 1985 - 1996
Southern Bank and Trust 1980 - 1985
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Securities, Investment Strategies, Alternative Investments, Finance, Financial Services
Education
East Carolina University 1976 — 1980
Bachelor of Science (BS), Business Administration
Hendersonville High School -- Hendersonville, NC
Wells Fargo Advisors 1996 - Present
Dean Witter Reynolds Inc. 1985 - 1996
Southern Bank and Trust 1980 - 1985
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Securities, Investment Strategies, Alternative Investments, Finance, Financial Services
Education
East Carolina University 1976 — 1980
Bachelor of Science (BS), Business Administration
Hendersonville High School -- Hendersonville, NC
Devon Peter Devon Peter's Dean Witter Reynolds Inc. Experience 1995 - 1998
Job IT Manager
Industry Information Technology and Services
Experience
Govenment 2008 - Present
Dean Witter Reynolds Inc. 1995 - 1998
Dean Witter Reynolds Inc. 1995 - 1998
Dean Witter Reynolds Inc. 1995 - 1998
Education
Marymount University 2010 — 2011
Master of Science (M.S.), Management Information Systems, General
Marymount University 2009 — 2010
Master of Science (M.S.), Health/Health Care Administration/Management
Southern Illinois University, Carbondale 2004 — 2006
Bachelor of Business Administration (BBA), Health/Health Care Administration/Management
Govenment 2008 - Present
Dean Witter Reynolds Inc. 1995 - 1998
Dean Witter Reynolds Inc. 1995 - 1998
Dean Witter Reynolds Inc. 1995 - 1998
Education
Marymount University 2010 — 2011
Master of Science (M.S.), Management Information Systems, General
Marymount University 2009 — 2010
Master of Science (M.S.), Health/Health Care Administration/Management
Southern Illinois University, Carbondale 2004 — 2006
Bachelor of Business Administration (BBA), Health/Health Care Administration/Management
Carolyn Taylor Carolyn Taylor's Dean Witter Reynolds Inc. Experience September 1983 - February 1986
Job Owner, Weatherly Asset Management
Industry Investment Management
Experience
Weatherly Asset Management November 1994 - Present
Neuberger & Berman Investment Management September 1988 - July 1994
Payden & Rygel June 1986 - September 1988
Dean Witter Reynolds, Inc September 1983 - February 1986
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Estate Planning, High Net Worth..., Investment Advisory, FINRA, Financial Advisory, Investment Management, Investment Strategies, Investment Banking, Investments, Microsoft Excel, Mutual Funds, Retirement Planning, Portfolio Management, Strategic Financial..., Wealth, Wealth Management, Tax, Series 7, Series 63
Education
Stanford University 1977 — 1982
BS AND BA, Industrial Engineering and International Relations
Weatherly Asset Management November 1994 - Present
Neuberger & Berman Investment Management September 1988 - July 1994
Payden & Rygel June 1986 - September 1988
Dean Witter Reynolds, Inc September 1983 - February 1986
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Estate Planning, High Net Worth..., Investment Advisory, FINRA, Financial Advisory, Investment Management, Investment Strategies, Investment Banking, Investments, Microsoft Excel, Mutual Funds, Retirement Planning, Portfolio Management, Strategic Financial..., Wealth, Wealth Management, Tax, Series 7, Series 63
Education
Stanford University 1977 — 1982
BS AND BA, Industrial Engineering and International Relations
Robert Millus Robert Millus's Dean Witter Reynolds Inc. Experience January 1986 - January 1988
Job Special Assets Officer/AVP at City National Bank of New Jersey
Industry Financial Services
Experience
City National Bank of New Jersey January 2011 - Present
New York City Economic Development Corporation February 1995 - April 2009
New York City Economic Development Corporation January 1999 - January 2004
New York City Economic Development Corporation January 1998 - January 1999
New York City Economic Development Corporation January 1995 - January 1998
United States Small Business Administration January 1991 - January 1995
United States Small Business Administration 1990 - 1995
United States Small Business Administration January 1990 - January 1991
Dean Witter Reynolds, Inc January 1986 - January 1988
Dean Witter 1986 - 1988
Skills
Real Estate
Education
COMMUNICATIONS ST. FRANCIS COLLEGE
B.A
St. Francis College
B.A., Communications, Business
City National Bank of New Jersey January 2011 - Present
New York City Economic Development Corporation February 1995 - April 2009
New York City Economic Development Corporation January 1999 - January 2004
New York City Economic Development Corporation January 1998 - January 1999
New York City Economic Development Corporation January 1995 - January 1998
United States Small Business Administration January 1991 - January 1995
United States Small Business Administration 1990 - 1995
United States Small Business Administration January 1990 - January 1991
Dean Witter Reynolds, Inc January 1986 - January 1988
Dean Witter 1986 - 1988
Skills
Real Estate
Education
COMMUNICATIONS ST. FRANCIS COLLEGE
B.A
St. Francis College
B.A., Communications, Business
Gary Downey Gary Downey's Dean Witter Reynolds Inc. Experience 1991 - 1994
Job Men's fine & custom clothing, Senior Sales Associate at Brooks Brothers
Industry Apparel & Fashion
Experience
Brooks Brothers October 2011 - Present
The Riderwood Group 2009 - October 2011
BISYS Fund Services & Financial Research Corp (FRC) April 2006 - January 2008
Greenwich Advisors, LLC July 2007 - 2008
Hartford Funds / PLANCO January 2003 - April 2006
Schwab Institutional 1999 - 2002
Gabelli Fixed Income, LLC February 1993 - September 1996
Dean Witter Reynolds Inc. 1991 - 1994
Skills
Liaison, Brand Ambassadorship, Product Marketing, Product Management, Relationship Management, Business Development, Wholesale, Miller-Heiman Strategic..., Strategic Selling Skills, Public Speaking, Product Spokesperson, Conference Speaking, Experienced Speaker, Event Planning, Sponsorship Marketing, Conference Coordination, Third Party..., Intermediary..., B2B Marketing, RIAs, High Net Worth..., Institutional..., Capital Markets, Financial Markets, Securities, Investments, Trading, Fixed Income, Bonds, Cash Management, Mutual Funds, Structured Products, Private Equity, Alternative Investments, Equities, Investment Management, Asset Management, Investment Advisory, Series 7, Custodial Services, Private Banking, Wardrobing, Made to Measure
Education
University of Pennsylvania - The Wharton School 1998 — 1999
Executive Education Program, Entrepreneurship
Bowling Green State University 1985 — 1989
B.S.B.A., Marketing
Orchard Park High School 1981 — 1985
High School
Brooks Brothers October 2011 - Present
The Riderwood Group 2009 - October 2011
BISYS Fund Services & Financial Research Corp (FRC) April 2006 - January 2008
Greenwich Advisors, LLC July 2007 - 2008
Hartford Funds / PLANCO January 2003 - April 2006
Schwab Institutional 1999 - 2002
Gabelli Fixed Income, LLC February 1993 - September 1996
Dean Witter Reynolds Inc. 1991 - 1994
Skills
Liaison, Brand Ambassadorship, Product Marketing, Product Management, Relationship Management, Business Development, Wholesale, Miller-Heiman Strategic..., Strategic Selling Skills, Public Speaking, Product Spokesperson, Conference Speaking, Experienced Speaker, Event Planning, Sponsorship Marketing, Conference Coordination, Third Party..., Intermediary..., B2B Marketing, RIAs, High Net Worth..., Institutional..., Capital Markets, Financial Markets, Securities, Investments, Trading, Fixed Income, Bonds, Cash Management, Mutual Funds, Structured Products, Private Equity, Alternative Investments, Equities, Investment Management, Asset Management, Investment Advisory, Series 7, Custodial Services, Private Banking, Wardrobing, Made to Measure
Education
University of Pennsylvania - The Wharton School 1998 — 1999
Executive Education Program, Entrepreneurship
Bowling Green State University 1985 — 1989
B.S.B.A., Marketing
Orchard Park High School 1981 — 1985
High School
Kathleen M. McDermott, AIDM Kathleen M. McDermott, AIDM's Dean Witter Reynolds Inc. Experience January 1994 - June 1995
Job Data Management Specialist at NJM Insurance Group
Industry Insurance
Experience
NJM Insurance Group September 2004 - Present
Mutual of America April 1996 - August 2004
Deloitte Touche Tohmatsu International July 1995 - April 1996
Dean Witter Reynolds, Inc January 1994 - June 1995
Skills
Business Analysis, Data Stewardship, Metadata Management, Data Governance, Data Standards, Data Administration, Data Analysis, Informatica, SAS, SQL, Access, Analysis, Business Intelligence, Business Requirements, Data Quality, Databases, Data Warehousing, Data Modeling, ETL, Management, Process Improvement, Microsoft SQL Server, Testing, Visio, Vendor Management, SSRS, Insurance, Requirements Gathering, Security, Software Documentation, SDLC, Program Management
Education
New York Institute of Technology-Old Westbury
BS, Management of Information Systems
NJM Insurance Group September 2004 - Present
Mutual of America April 1996 - August 2004
Deloitte Touche Tohmatsu International July 1995 - April 1996
Dean Witter Reynolds, Inc January 1994 - June 1995
Skills
Business Analysis, Data Stewardship, Metadata Management, Data Governance, Data Standards, Data Administration, Data Analysis, Informatica, SAS, SQL, Access, Analysis, Business Intelligence, Business Requirements, Data Quality, Databases, Data Warehousing, Data Modeling, ETL, Management, Process Improvement, Microsoft SQL Server, Testing, Visio, Vendor Management, SSRS, Insurance, Requirements Gathering, Security, Software Documentation, SDLC, Program Management
Education
New York Institute of Technology-Old Westbury
BS, Management of Information Systems
Ed Hecker, CFP, CMFC Ed Hecker, CFP, CMFC's Dean Witter Reynolds Inc. Experience January 1988 - February 1990
Job Director Branch Manager and Financial Advisor at UBS Financial Service
Industry Financial Services
Experience
UBS Financial Service January 2005 - Present
AB November 2001 - December 2004
Lincoln Financial Group August 1996 - November 2001
Lincoln Financial Distributors 1996 - 2001
PaineWebber February 1990 - August 1996
Dean Witter Reynolds Inc. January 1988 - February 1990
EF Hutton June 1985 - January 1988
Education
Florida Southern College 1980 — 1984
Bachelor of Science, Finance, Marketing, and Economics
UBS Financial Service January 2005 - Present
AB November 2001 - December 2004
Lincoln Financial Group August 1996 - November 2001
Lincoln Financial Distributors 1996 - 2001
PaineWebber February 1990 - August 1996
Dean Witter Reynolds Inc. January 1988 - February 1990
EF Hutton June 1985 - January 1988
Education
Florida Southern College 1980 — 1984
Bachelor of Science, Finance, Marketing, and Economics
Charles Farrell Charles Farrell's Dean Witter Reynolds Inc. Experience December 1987 - May 1990
Job Senior Finance Exec and CFO
Industry Financial Services
Experience
8 Rivers Capital, LLC / BuyStand, LLC / NET Power, LLC November 2012 - Present
CED Mentoring 2011 - Present
Edmunds.com January 2000 - February 2010
Gulistan Carpet Inc. November 1995 - January 2000
JPS Textile Group, Inc. February 1993 - November 1995
GE Capital Corporate Finance Group, Inc. May 1990 - February 1993
Dean Witter Reynolds Inc. December 1987 - May 1990
EF Hutton & Company Inc. April 1982 - December 1987
Rotan Mosle Inc. July 1978 - April 1982
Skills
IPO, Financial Reporting, Strategic Financial..., Financial Modeling, Finance, Forecasting, Revenue enhacement, Cost containment, Financial Statement..., Financial Variance..., Mergers and acquisitions, Valuation, Business Strategy, Corporate Development, Venture Capital, Cost Accounting, Start-ups
Education
Harvard Business School 1976 — 1978
MBA, Finance
Duke University 1968 — 1972
BA, Psychology & Management Science
8 Rivers Capital, LLC / BuyStand, LLC / NET Power, LLC November 2012 - Present
CED Mentoring 2011 - Present
Edmunds.com January 2000 - February 2010
Gulistan Carpet Inc. November 1995 - January 2000
JPS Textile Group, Inc. February 1993 - November 1995
GE Capital Corporate Finance Group, Inc. May 1990 - February 1993
Dean Witter Reynolds Inc. December 1987 - May 1990
EF Hutton & Company Inc. April 1982 - December 1987
Rotan Mosle Inc. July 1978 - April 1982
Skills
IPO, Financial Reporting, Strategic Financial..., Financial Modeling, Finance, Forecasting, Revenue enhacement, Cost containment, Financial Statement..., Financial Variance..., Mergers and acquisitions, Valuation, Business Strategy, Corporate Development, Venture Capital, Cost Accounting, Start-ups
Education
Harvard Business School 1976 — 1978
MBA, Finance
Duke University 1968 — 1972
BA, Psychology & Management Science
Clint Delk Clint Delk's Dean Witter Reynolds Inc. Experience January 1986 - May 1987
Job Sr. Therapeatuic Sales Manager at GlaxoSmithKline
Industry Pharmaceuticals
Experience
GlaxoSmithKline Inc March 2002 - Present
GlaxoSmithKline Inc October 1999 - March 2002
GlaxoSmithKline Inc May 1998 - October 1999
GlaxoSmithKline Inc April 1997 - May 1998
GlaxoSmithKline Inc September 1990 - February 1997
Wallace Laboratories May 1988 - September 1990
Rauscher Pierce Refsnes Inc May 1987 - May 1988
Dean Witter Reynolds Inc January 1986 - May 1987
Skills
Product Launch, Pulmonology, Pharmaceutical Sales, Allergy, Sales Effectiveness, Sales Operations, Pharmaceutical Industry, Sales Force Development, Sales Management, Leadership, Managed Care, Hospital Sales, Strategic Planning, Neurology, Selling, Business Planning, Team Building, Urology, Team Leadership, Market Access, Cross-functional Team..., Market Planning, New Business Development, Hospitals, Territory Management, Asthma, Sales, Leadership Development, Healthcare Management, Human Resources, Business Strategy, Business Analysis, Budgets, Business Intelligence, Data Analysis, Change Management, Coaching, Organizational..., Business Process..., Key Account Development, Marketing Strategy, Public Speaking, Process Improvement, Training, Time Management, Team Management
Education
Oklahoma State University 1980 — 1985
Bachelors of Science, Agriculture Agricultural Economics, Finance Minor
Chickasha High School
GlaxoSmithKline Inc March 2002 - Present
GlaxoSmithKline Inc October 1999 - March 2002
GlaxoSmithKline Inc May 1998 - October 1999
GlaxoSmithKline Inc April 1997 - May 1998
GlaxoSmithKline Inc September 1990 - February 1997
Wallace Laboratories May 1988 - September 1990
Rauscher Pierce Refsnes Inc May 1987 - May 1988
Dean Witter Reynolds Inc January 1986 - May 1987
Skills
Product Launch, Pulmonology, Pharmaceutical Sales, Allergy, Sales Effectiveness, Sales Operations, Pharmaceutical Industry, Sales Force Development, Sales Management, Leadership, Managed Care, Hospital Sales, Strategic Planning, Neurology, Selling, Business Planning, Team Building, Urology, Team Leadership, Market Access, Cross-functional Team..., Market Planning, New Business Development, Hospitals, Territory Management, Asthma, Sales, Leadership Development, Healthcare Management, Human Resources, Business Strategy, Business Analysis, Budgets, Business Intelligence, Data Analysis, Change Management, Coaching, Organizational..., Business Process..., Key Account Development, Marketing Strategy, Public Speaking, Process Improvement, Training, Time Management, Team Management
Education
Oklahoma State University 1980 — 1985
Bachelors of Science, Agriculture Agricultural Economics, Finance Minor
Chickasha High School
Cynthia Belport Cynthia Belport's Dean Witter Reynolds Inc. Experience 1993 - 1995
Job Administrative Assistant, Student at NCCArchitectural Engineering Technology
Industry Architecture & Planning
Experience
Private November 2012 - Present
Beacon Lane Antiques 2011 - 2012
William Raveis Real Estate 2006 - 2007
Stratford Board of Education 2005 - 2007
DSI 1995 - 1997
Dean Witter Reynolds Inc. 1993 - 1995
Boxing Cat Grill 1987 - 1993
Skills
Microsoft Office, Customer Service, Microsoft Word, Administrative..., Microsoft Excel, PowerPoint, Outlook, Event Planning, Research, Time Management, Organizational..., Project Management
Education
NCC-Architectural Engineering Technology 2010 — 2014
Architectural CADD, 3D CADD, Blueprint Reading, Building Technology, Building Efficiency Auditing
New York School of Interior Design 1976 — 1977
Interior Design
Drexel University 1975 — 1976
Interior Design
Private November 2012 - Present
Beacon Lane Antiques 2011 - 2012
William Raveis Real Estate 2006 - 2007
Stratford Board of Education 2005 - 2007
DSI 1995 - 1997
Dean Witter Reynolds Inc. 1993 - 1995
Boxing Cat Grill 1987 - 1993
Skills
Microsoft Office, Customer Service, Microsoft Word, Administrative..., Microsoft Excel, PowerPoint, Outlook, Event Planning, Research, Time Management, Organizational..., Project Management
Education
NCC-Architectural Engineering Technology 2010 — 2014
Architectural CADD, 3D CADD, Blueprint Reading, Building Technology, Building Efficiency Auditing
New York School of Interior Design 1976 — 1977
Interior Design
Drexel University 1975 — 1976
Interior Design
Christopher Capehart's Dean Witter Reynolds Inc. Experience 1993 - 1994
Job Real Estate Consultant
Industry Real Estate
Experience
One Stop Design Studios 2013 - Present
Capehart and Associates 2010 - Present
Keller Williams Realty Consultants 2011 - Present
Aristone Development Group 1999 - 2010
J. Paul Getty Museum 1996 - 1999
MetLife Insurance 1994 - 1996
Dean Witter Reynolds Inc. 1993 - 1994
Skills
Real Estate Development, Real Estate Transactions, Real Estate Sales..., Project Management, International Business...
Education
Oglethorpe University
Masterman High School
Riverwood High School
One Stop Design Studios 2013 - Present
Capehart and Associates 2010 - Present
Keller Williams Realty Consultants 2011 - Present
Aristone Development Group 1999 - 2010
J. Paul Getty Museum 1996 - 1999
MetLife Insurance 1994 - 1996
Dean Witter Reynolds Inc. 1993 - 1994
Skills
Real Estate Development, Real Estate Transactions, Real Estate Sales..., Project Management, International Business...
Education
Oglethorpe University
Masterman High School
Riverwood High School
Pamela Guren Bach Pamela Guren Bach's Dean Witter Reynolds Inc. Experience 1985 - 1989
Job Attorney at John Robert White, P.A.
Industry Law Practice
Experience
John Robert White, P.A. Staff Attorney, Law ClerkMississippi Supreme CourtAugust 1991 - 1999
Dean Witter Reynolds Inc. 1985 - 1989
Skills
Family Law, Domestic Relations, Preparation of Wills, Estates, Appellate Practice, Legal Research, Legal Writing
Education
Cornell University
Master’s Degree
Mount Holyoke College
Bachelor’s Degree
University of Mississippi School of Law
JD
John Robert White, P.A. Staff Attorney, Law ClerkMississippi Supreme CourtAugust 1991 - 1999
Dean Witter Reynolds Inc. 1985 - 1989
Skills
Family Law, Domestic Relations, Preparation of Wills, Estates, Appellate Practice, Legal Research, Legal Writing
Education
Cornell University
Master’s Degree
Mount Holyoke College
Bachelor’s Degree
University of Mississippi School of Law
JD
Keith Karstadt Keith Karstadt's Dean Witter Reynolds Inc. Experience May 1988 - May 1994
Job Senior Vice President Wealth Management, Portfolio Manager PMP Program at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management September 2000 - Present
Prudential Financial May 1994 - May 2000
Dean Witter Reynolds Inc. May 1988 - May 1994
EF Hutton May 1983 - May 1988
Merrill Lynch September 1979 - June 1983
Skills
Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Retirement Planning, Separately Managed..., Personal Financial..., Former Professional...
Education
Monmouth University 1972 — 1976
BA, Psychology, Business
Long Branch High School
UBS Wealth Management September 2000 - Present
Prudential Financial May 1994 - May 2000
Dean Witter Reynolds Inc. May 1988 - May 1994
EF Hutton May 1983 - May 1988
Merrill Lynch September 1979 - June 1983
Skills
Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Retirement Planning, Separately Managed..., Personal Financial..., Former Professional...
Education
Monmouth University 1972 — 1976
BA, Psychology, Business
Long Branch High School
Vincent León, AAMS®'s Dean Witter Reynolds Inc. Experience 1992 - 1994
Job VP, Director of Offshore Sales at Eaton Vance
Industry Financial Services
Experience
Eaton Vance July 2013 - Present
3D Asset Management 2012 - March 2013
Mirae Asset Global Investments 2010 - 2012
GE 2008 - 2010
Legg Mason 2006 - 2008
Citigroup 2000 - 2006
Olympic Development Program, Don Bosco & St. Joseph Regional High School 1994 - 2000
Dean Witter Reynolds Inc. 1992 - 1994
Skills
Mutual Funds, Relationship Management, Separately Managed..., Sales Management, Wealth Management, Asset Management, New Business Development, ETFs
Education
GE Corporate Training
Legg Mason Corporate Training
Manhattan College
BS, Finance
Eaton Vance July 2013 - Present
3D Asset Management 2012 - March 2013
Mirae Asset Global Investments 2010 - 2012
GE 2008 - 2010
Legg Mason 2006 - 2008
Citigroup 2000 - 2006
Olympic Development Program, Don Bosco & St. Joseph Regional High School 1994 - 2000
Dean Witter Reynolds Inc. 1992 - 1994
Skills
Mutual Funds, Relationship Management, Separately Managed..., Sales Management, Wealth Management, Asset Management, New Business Development, ETFs
Education
GE Corporate Training
Legg Mason Corporate Training
Manhattan College
BS, Finance
Lorraine McDonald Lorraine McDonald's Dean Witter Reynolds Inc. Experience 1991 - 1993
Job Land Acquisition, Development and Investment
Industry Financial Services
Experience
ICAP 1995 - 2014
SilverFern Specialties, Inc. 2006 - 2013
Alarity Corp. 2000 - 2002
J.P. Morgan 1993 - 1995
Dean Witter Reynolds, Inc 1991 - 1993
Skills
Securities, Trading, Fixed Income, Strategic Planning, Series 7, Capital Markets, Series 63, Structured Products, Valuation, Financial Risk, Financial Markets, Bonds, Relationship..., Management, Strategic Partnerships, Portfolio Management, Global Strategy..., Investments, Contract Pricing, Strategic Sourcing, Product Forecasting, Benefits Analysis, Business Strategy, Bloomberg Terminal, Equities, Financial Services, Asset Management, Bloomberg, Private Equity, Sales, Strategy, Commercial Real Estate, Real Estate Development, Real Estate Financing, Real Estate Transactions
Education
Fairleigh Dickinson University
M.B.A., Finance
Rutgers University
B.A., Economics
ICAP 1995 - 2014
SilverFern Specialties, Inc. 2006 - 2013
Alarity Corp. 2000 - 2002
J.P. Morgan 1993 - 1995
Dean Witter Reynolds, Inc 1991 - 1993
Skills
Securities, Trading, Fixed Income, Strategic Planning, Series 7, Capital Markets, Series 63, Structured Products, Valuation, Financial Risk, Financial Markets, Bonds, Relationship..., Management, Strategic Partnerships, Portfolio Management, Global Strategy..., Investments, Contract Pricing, Strategic Sourcing, Product Forecasting, Benefits Analysis, Business Strategy, Bloomberg Terminal, Equities, Financial Services, Asset Management, Bloomberg, Private Equity, Sales, Strategy, Commercial Real Estate, Real Estate Development, Real Estate Financing, Real Estate Transactions
Education
Fairleigh Dickinson University
M.B.A., Finance
Rutgers University
B.A., Economics
Mark Frigon Mark Frigon's Dean Witter Reynolds Inc. Experience August 1995 - July 1996
Job Director, Product Management at Platfora
Industry Internet
Experience
Platfora August 2014 - Present
Coremetrics, An IBM Company July 2010 - August 2014
Hewlett-Packard April 2008 - July 2010
Hewlett-Packard / Snapfish August 2006 - May 2008
Sacko.com 2000 - 2006
AOL 2005 - 2005
IMG / Chase Sports Capital Partners 1998 - 2000
J.P. Morgan August 1996 - August 1998
Dean Witter Reynolds Inc. August 1995 - July 1996
Skills
Product Management, Product Strategy, Analytics, Product Planning, Mobile Devices, Web Analytics, Product Marketing, Cross-functional Team..., Demand Generation, Pricing Strategy, Strategy, Entrepreneurship, B2B Marketing, Strategic Partnerships, Go-to-market Strategy, E-commerce, Segmentation, Cloud Computing, Product Development, Marketing Strategy, SaaS, User Experience, Enterprise Software, Competitive Analysis, Digital Marketing, Mobile Marketing, Multi-channel Marketing, Start-ups, Online Marketing, CRM
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing
University of Notre Dame 1991 — 1995
BA, Economics, Philosophy
Kentucky Country Day School 1987 — 1991
High School
Platfora August 2014 - Present
Coremetrics, An IBM Company July 2010 - August 2014
Hewlett-Packard April 2008 - July 2010
Hewlett-Packard / Snapfish August 2006 - May 2008
Sacko.com 2000 - 2006
AOL 2005 - 2005
IMG / Chase Sports Capital Partners 1998 - 2000
J.P. Morgan August 1996 - August 1998
Dean Witter Reynolds Inc. August 1995 - July 1996
Skills
Product Management, Product Strategy, Analytics, Product Planning, Mobile Devices, Web Analytics, Product Marketing, Cross-functional Team..., Demand Generation, Pricing Strategy, Strategy, Entrepreneurship, B2B Marketing, Strategic Partnerships, Go-to-market Strategy, E-commerce, Segmentation, Cloud Computing, Product Development, Marketing Strategy, SaaS, User Experience, Enterprise Software, Competitive Analysis, Digital Marketing, Mobile Marketing, Multi-channel Marketing, Start-ups, Online Marketing, CRM
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing
University of Notre Dame 1991 — 1995
BA, Economics, Philosophy
Kentucky Country Day School 1987 — 1991
High School
Barry Corbett Barry Corbett's Dean Witter Reynolds Inc. Experience May 1982 - June 1986
Job Benefits Administrator at Half Hollow Hills CSD
Industry Education Management
Experience
Half Hollow Hills CSD March 2005 - Present
Fitzharris and Company February 1993 - March 2005
KMS Securities Inc September 1991 - September 1992
MKI Securities June 1986 - September 1991
Dean Witter Reynolds Inc. May 1982 - June 1986
Education
New York Institute of Technology
Stephen F. Austin State University
Half Hollow Hills CSD March 2005 - Present
Fitzharris and Company February 1993 - March 2005
KMS Securities Inc September 1991 - September 1992
MKI Securities June 1986 - September 1991
Dean Witter Reynolds Inc. May 1982 - June 1986
Education
New York Institute of Technology
Stephen F. Austin State University
Robert M. Drake Robert M. Drake's Dean Witter Reynolds Inc. Experience 1980 - 1997
Job Chief Executive Officer, Drake Financial Consulting, LLC
Industry Financial Services
Experience
Drake Financial Consulting, LLC October 2011 - Present
Bank of America, US Trust March 2009 - October 2011
US Fiduciary March 2007 - March 2009
Citigroup-Smith Barney 2004 - 2007
Wachovia Securities, LLC October 1997 - April 2004
Prudential Financial 1997 - 2003
Dean Witter Reynolds Inc. 1980 - 1997
Dean Witter Reynolds Inc. 1980 - 1997
Morgan Stanley Dean Witter February 1980 - 1996
Skills
Wealth Management, Investments, Private Banking, Asset Management, Portfolio Management, Coaching, Executive..., Executive, Private..., Strategic Planning, Practice Management, Executive Development, Asset Managment, Coaching, Asset Allocation, Alternative Investments, Series 7, Fixed Income, Mutual Funds, Investment Advisory, Leadership, Securities, Trading, Financial Services, Strategy, Series 63, Equities, Mergers & Acquisitions, Relationship Management, FINRA, Finance, Hedge Funds, ETFs, Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Business Development, Wealth Management..., Management, Consulting, Private Equity, Executive Management, Investment Banking, Financial Modeling, Financial Planning
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program, Marketing & Finance
Georgia State University 1970 — 1972
Bachelor of Arts-Mathematics, Grad Studies in Statistics
Georgia State University 1969 — 1970
BA, Statistics, Psychology
University of Louisiana at Monroe 1967 — 1968
None, Math, Psychology
University of Miami 1965 — 1967
None, Civil Engineering
Satellite High School
Satellite High School
Satellite High School
Satellite High School
Drake Financial Consulting, LLC October 2011 - Present
Bank of America, US Trust March 2009 - October 2011
US Fiduciary March 2007 - March 2009
Citigroup-Smith Barney 2004 - 2007
Wachovia Securities, LLC October 1997 - April 2004
Prudential Financial 1997 - 2003
Dean Witter Reynolds Inc. 1980 - 1997
Dean Witter Reynolds Inc. 1980 - 1997
Morgan Stanley Dean Witter February 1980 - 1996
Skills
Wealth Management, Investments, Private Banking, Asset Management, Portfolio Management, Coaching, Executive..., Executive, Private..., Strategic Planning, Practice Management, Executive Development, Asset Managment, Coaching, Asset Allocation, Alternative Investments, Series 7, Fixed Income, Mutual Funds, Investment Advisory, Leadership, Securities, Trading, Financial Services, Strategy, Series 63, Equities, Mergers & Acquisitions, Relationship Management, FINRA, Finance, Hedge Funds, ETFs, Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Business Development, Wealth Management..., Management, Consulting, Private Equity, Executive Management, Investment Banking, Financial Modeling, Financial Planning
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program, Marketing & Finance
Georgia State University 1970 — 1972
Bachelor of Arts-Mathematics, Grad Studies in Statistics
Georgia State University 1969 — 1970
BA, Statistics, Psychology
University of Louisiana at Monroe 1967 — 1968
None, Math, Psychology
University of Miami 1965 — 1967
None, Civil Engineering
Satellite High School
Satellite High School
Satellite High School
Satellite High School
Bill Eichorn's Dean Witter Reynolds Inc. Experience August 1986 - July 1987
Job Product Manager eCommerce Sales and Marketing
Industry Financial Services
Experience
ICAP October 2013 - March 2015
ICAP June 2002 - September 2013
Headway Corporate Staff Administration August 2001 - May 2002
Deutsche Bank July 1996 - July 2001
J.P. Morgan February 1994 - July 1996
Kidder Peabody July 1987 - February 1994
Dean Witter Reynolds Inc. August 1986 - July 1987
Skills
Trading, Financial Markets, Electronic Trading, Trading Systems, Derivatives, Fixed Income, MBS, Credit Derivatives, Capital Markets, Bonds, Bloomberg, Swaps, Market Data, FX Options, Middle Office, Equities, Equity Derivatives, Hedge Funds, Options
Education
City University of New York-Herbert H. Lehman College
Bachelor's Degree, Economics
Bronx High School of Science
ICAP October 2013 - March 2015
ICAP June 2002 - September 2013
Headway Corporate Staff Administration August 2001 - May 2002
Deutsche Bank July 1996 - July 2001
J.P. Morgan February 1994 - July 1996
Kidder Peabody July 1987 - February 1994
Dean Witter Reynolds Inc. August 1986 - July 1987
Skills
Trading, Financial Markets, Electronic Trading, Trading Systems, Derivatives, Fixed Income, MBS, Credit Derivatives, Capital Markets, Bonds, Bloomberg, Swaps, Market Data, FX Options, Middle Office, Equities, Equity Derivatives, Hedge Funds, Options
Education
City University of New York-Herbert H. Lehman College
Bachelor's Degree, Economics
Bronx High School of Science
Shawn D. Martin Shawn D. Martin's Dean Witter Reynolds Inc. Experience July 1990 - October 1994
Job Regional Vice President, Institutional Sales at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services July 2011 - Present
Jackson National Life Insurance October 2007 - June 2011
Piper Jaffray/Sanders,Morris,Harris October 2000 - October 2007
Everen Securities/First Union/Wachovia June 1997 - October 2000
Paine Webber October 1994 - June 1997
Dean Witter Reynolds Inc. July 1990 - October 1994
Skills
Insurance, Financial Services, Retirement Planning, Mutual Funds, Retirement, Series 7, Series 63, Investments, Wealth Management, Strategic Planning, Financial Analysis, Customer Service, Financial Planning, Fixed Annuities, Portfolio Management, Asset Allocation
Education
Oklahoma State University 1986 — 1990
Business Administration and Management, General
Broken Arrow High School 1982 — 1986
Ohio National Financial Services July 2011 - Present
Jackson National Life Insurance October 2007 - June 2011
Piper Jaffray/Sanders,Morris,Harris October 2000 - October 2007
Everen Securities/First Union/Wachovia June 1997 - October 2000
Paine Webber October 1994 - June 1997
Dean Witter Reynolds Inc. July 1990 - October 1994
Skills
Insurance, Financial Services, Retirement Planning, Mutual Funds, Retirement, Series 7, Series 63, Investments, Wealth Management, Strategic Planning, Financial Analysis, Customer Service, Financial Planning, Fixed Annuities, Portfolio Management, Asset Allocation
Education
Oklahoma State University 1986 — 1990
Business Administration and Management, General
Broken Arrow High School 1982 — 1986
Warren Mandel Warren Mandel's Dean Witter Reynolds Inc. Experience 1990 - 1995
Job Warren Mandel Account Manager at Darby Dental Supply LLC
Industry Medical Devices
Experience
Darby Dental Supply LLC 2013 - Present
SpotOn, Inc May 2013 - November 2013
JVC Broadcasting: WRCN, MyCOUNTRY96.1, PARTY105, LaFIESTA98.5 June 2011 - May 2013
WPTV Newschannel 5 August 2010 - May 2011
94.3 WMJC 2007 - August 2010
Long Island Radio Group: WKJY, WHLI, WBZO, WMJC, WRCN, WLVG 2000 - August 2010
CBS Radio: WNEW-FM 1999 - 2000
Gruntal & Co. 1995 - 1999
Dean Witter Reynolds Inc. 1990 - 1995
Merrill Lynch 1985 - 1990
Skills
Broadcast, Radio Advertising, Advertising, Marketing, Radio Broadcasting, Digital Media, Copywriting, Email Marketing, Radio Promotions, Advertising Sales, Radio Producing, Media Buying, Voice Over, New Media, Radio, Radio Host, Press Releases, New Business Development, Television, Social Networking, Radio Production, Dental Care, Cosmetic Dentistry, Dentistry, Restorative Dentistry, Dental Implants, Financial Planning, Managerial Finance, Facebook
Education
University of Florida 1976 — 1978
BS, Communications
Ithaca College 1973 — 1975
Darby Dental Supply LLC 2013 - Present
SpotOn, Inc May 2013 - November 2013
JVC Broadcasting: WRCN, MyCOUNTRY96.1, PARTY105, LaFIESTA98.5 June 2011 - May 2013
WPTV Newschannel 5 August 2010 - May 2011
94.3 WMJC 2007 - August 2010
Long Island Radio Group: WKJY, WHLI, WBZO, WMJC, WRCN, WLVG 2000 - August 2010
CBS Radio: WNEW-FM 1999 - 2000
Gruntal & Co. 1995 - 1999
Dean Witter Reynolds Inc. 1990 - 1995
Merrill Lynch 1985 - 1990
Skills
Broadcast, Radio Advertising, Advertising, Marketing, Radio Broadcasting, Digital Media, Copywriting, Email Marketing, Radio Promotions, Advertising Sales, Radio Producing, Media Buying, Voice Over, New Media, Radio, Radio Host, Press Releases, New Business Development, Television, Social Networking, Radio Production, Dental Care, Cosmetic Dentistry, Dentistry, Restorative Dentistry, Dental Implants, Financial Planning, Managerial Finance, Facebook
Education
University of Florida 1976 — 1978
BS, Communications
Ithaca College 1973 — 1975
Stephen Sammarco MPA's Dean Witter Reynolds Inc. Experience 1994 - 1999
Job Experienced Political Communications and Campaign Strategist Seeking New Opportunity
Industry Political Organization
Experience
The Sammarco Group 2009 - Present
American Marketing and Campaigns (AMAC) (Now WinVotes) 1999 - 2009
Dean Witter Reynolds Inc. 1994 - 1999
Skills
Nonprofits, Community Outreach, Public Relations, Public Policy, Strategic Planning, Public Speaking, Strategy, Government, Fundraising, Leadership, Public Affairs, Political Campaigns, Strategic Communications, Grassroots, Economic Development, Grassroots Organizing, Community Development, Political Consulting, Local Government, Social Media, Policy, Policy Analysis, Sales & Marketing..., Campaign Strategy &..., Political Analysis, Client Service, Database Management, Consultative Sales, Relationship Building, Team Leadership, Government Affairs, City Government, Investor Relations, Administrator
Education
University of Southern California
Executive Education Local Leaders Program, Public Policy
California State University-Long Beach 2004 — 2007
Master of Public Administration (MPA), Public Finance
Seton Hall University 1986 — 1991
Bachelor of Arts (B.A.), History
The Sammarco Group 2009 - Present
American Marketing and Campaigns (AMAC) (Now WinVotes) 1999 - 2009
Dean Witter Reynolds Inc. 1994 - 1999
Skills
Nonprofits, Community Outreach, Public Relations, Public Policy, Strategic Planning, Public Speaking, Strategy, Government, Fundraising, Leadership, Public Affairs, Political Campaigns, Strategic Communications, Grassroots, Economic Development, Grassroots Organizing, Community Development, Political Consulting, Local Government, Social Media, Policy, Policy Analysis, Sales & Marketing..., Campaign Strategy &..., Political Analysis, Client Service, Database Management, Consultative Sales, Relationship Building, Team Leadership, Government Affairs, City Government, Investor Relations, Administrator
Education
University of Southern California
Executive Education Local Leaders Program, Public Policy
California State University-Long Beach 2004 — 2007
Master of Public Administration (MPA), Public Finance
Seton Hall University 1986 — 1991
Bachelor of Arts (B.A.), History
Adam Kain Adam Kain's Dean Witter Reynolds Inc. Experience June 1994 - June 1995
Job Senior Loan Officer at Sierra Pacific Mortgage
Industry Financial Services
Experience
Sierra Pacific Mortgage Company, Inc. July 2012 - Present
First California Funding December 2002 - July 2012
Windsor Capital / Jett Financial February 2001 - December 2002
Crestline Funding Corporation December 1997 - January 2001
The Hardage Group July 1995 - November 1997
Dean Witter Reynolds Inc. June 1994 - June 1995
Skills
FHA, Loans, Refinance, Loan Origination, VA Loans
Education
San Diego State University-California State University 1988 — 1993
Bachelor of Science in Business Administration, Finance
Sierra Pacific Mortgage Company, Inc. July 2012 - Present
First California Funding December 2002 - July 2012
Windsor Capital / Jett Financial February 2001 - December 2002
Crestline Funding Corporation December 1997 - January 2001
The Hardage Group July 1995 - November 1997
Dean Witter Reynolds Inc. June 1994 - June 1995
Skills
FHA, Loans, Refinance, Loan Origination, VA Loans
Education
San Diego State University-California State University 1988 — 1993
Bachelor of Science in Business Administration, Finance
Robert Hale Robert Hale's Dean Witter Reynolds Inc. Experience March 1996 - March 1997
Job Client Services Manager at Charles Schwab Bank
Industry Financial Services
Experience
Homesite Insurance June 2014 - September 2014
Scottrade October 2013 - December 2013
Charles Schwab May 2000 - September 2013
U.S. Bank April 1997 - April 2000
Dean Witter Reynolds Inc. March 1996 - March 1997
Skills
Series 7, Mutual Funds, Series 63, Securities, Investments, Retirement
Education
Kent State University 1986 — 1995
Bachelor of Business Administration (BBA), Finance, 3.73
Kent State University
Master of Business Administration (MBA)
Homesite Insurance June 2014 - September 2014
Scottrade October 2013 - December 2013
Charles Schwab May 2000 - September 2013
U.S. Bank April 1997 - April 2000
Dean Witter Reynolds Inc. March 1996 - March 1997
Skills
Series 7, Mutual Funds, Series 63, Securities, Investments, Retirement
Education
Kent State University 1986 — 1995
Bachelor of Business Administration (BBA), Finance, 3.73
Kent State University
Master of Business Administration (MBA)
Reed Minuth Reed Minuth's Dean Witter Reynolds Inc. Experience 1975 - 1996
Job Principal at Parallel Advisors, LLC
Industry Investment Management
Experience
Parallel Advisors July 2011 - Present
Mission Dolores Acadamy 2011 - Present
Sterne Agee February 2011 - July 2011
Piper Jaffray 2001 - 2003
Hambrecht & Quist 1996 - 2001
Dean Witter Reynolds Inc. 1975 - 1996
Skills
Alternative Investments, Equities, Financial Advisory, Hedge Funds, Mutual Funds, Private Equity, Management, Financial Planning, Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Finance, Asset Management
Education
Colorado College 1967 — 1971
BS, Political Economics
Iolani School
Parallel Advisors July 2011 - Present
Mission Dolores Acadamy 2011 - Present
Sterne Agee February 2011 - July 2011
Piper Jaffray 2001 - 2003
Hambrecht & Quist 1996 - 2001
Dean Witter Reynolds Inc. 1975 - 1996
Skills
Alternative Investments, Equities, Financial Advisory, Hedge Funds, Mutual Funds, Private Equity, Management, Financial Planning, Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Finance, Asset Management
Education
Colorado College 1967 — 1971
BS, Political Economics
Iolani School
Scott A. Orr.'s Dean Witter Reynolds Inc. Experience June 1979 - August 1982
Job Senior Vice President Branch Manager at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors December 2008 - October 2014
Wells Fargo Securities January 2007 - November 2008
Morgan Stanley April 1987 - September 2005
Dean Witter Reynolds Inc. June 1979 - August 1982
Education
Florida Atlantic University 1979 — 1982
Master's degree, Secondary Education and Teaching
Florida Atlantic University 1977 — 1979
Bachelor's degree, Secondary Education and Teaching
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors December 2008 - October 2014
Wells Fargo Securities January 2007 - November 2008
Morgan Stanley April 1987 - September 2005
Dean Witter Reynolds Inc. June 1979 - August 1982
Education
Florida Atlantic University 1979 — 1982
Master's degree, Secondary Education and Teaching
Florida Atlantic University 1977 — 1979
Bachelor's degree, Secondary Education and Teaching
Mary Ellen Tuthill Mary Ellen Tuthill's Dean Witter Reynolds Inc. Experience June 1993 - March 1997
Job Editor at iMoneyNet
Industry Writing and Editing
Experience
iMoneyNet October 2006 - Present
Small Business Insurance Agency September 2005 - October 2006
MONY Group February 2003 - September 2005
The Rise Co. March 1997 - February 2003
Dean Witter Reynolds, Inc June 1993 - March 1997
Monitor Radio June 1992 - February 1993
WTAG/WSRS/WORC/WFGL August 1983 - June 1992
Massachusetts Office of Federal/State Relations September 1978 - October 1980
Skills
Editing, Publications, Mutual Funds, Investments, Books, Blogging, Writing, Research, Poetry, Poetry Readings, Performance Poetry
Education
Syracuse University 1981 — 1982
MS, Newhouse School of Communications
University of Maryland College Park 1974 — 1975
MA, American Studies
Boston College 1972 — 1974
BA cum laude, American History
Marymount College 1970 — 1972
Liberal Arts
Newton Country Day School 1965 — 1970
high school, general
iMoneyNet October 2006 - Present
Small Business Insurance Agency September 2005 - October 2006
MONY Group February 2003 - September 2005
The Rise Co. March 1997 - February 2003
Dean Witter Reynolds, Inc June 1993 - March 1997
Monitor Radio June 1992 - February 1993
WTAG/WSRS/WORC/WFGL August 1983 - June 1992
Massachusetts Office of Federal/State Relations September 1978 - October 1980
Skills
Editing, Publications, Mutual Funds, Investments, Books, Blogging, Writing, Research, Poetry, Poetry Readings, Performance Poetry
Education
Syracuse University 1981 — 1982
MS, Newhouse School of Communications
University of Maryland College Park 1974 — 1975
MA, American Studies
Boston College 1972 — 1974
BA cum laude, American History
Marymount College 1970 — 1972
Liberal Arts
Newton Country Day School 1965 — 1970
high school, general
Michael F. Murphy Michael F. Murphy's Dean Witter Reynolds Inc. Experience 1986 - 1988
Job Director, Specialist, Taxable Fixed Income Sales at UBS Financial Services
Industry Financial Services
Experience
Seeking a position in the Financial Services Industry March 2012 - Present
UBS Financial Services March 2004 - March 2012
Merrill Lynch 1988 - 2003
Dean Witter Reynolds, Inc 1986 - 1988
Irving Trust Company, New York, NY 1981 - 1986
Skills
COMPUTER SKILLS:..., LICENSES AND...
Education
State University of New York College at Oneonta
Bachelor of Science, Political Science, 1980
Seeking a position in the Financial Services Industry March 2012 - Present
UBS Financial Services March 2004 - March 2012
Merrill Lynch 1988 - 2003
Dean Witter Reynolds, Inc 1986 - 1988
Irving Trust Company, New York, NY 1981 - 1986
Skills
COMPUTER SKILLS:..., LICENSES AND...
Education
State University of New York College at Oneonta
Bachelor of Science, Political Science, 1980
Concetta Bartolotta Concetta Bartolotta's Dean Witter Reynolds Inc. Experience May 1992 - December 1995
Job Customer Support at MedPro Systems
Industry Computer Software
Experience
MedPro Systems December 2012 - Present
MedPro Systems November 2012 - December 2012
Hilltown Systems May 2012 - November 2012
Aimia (incorporating Carlson Marketing) September 2008 - December 2011
Hopatcong Board of Education September 2003 - September 2008
Hopatcong Ambulance Squad March 2000 - September 2008
Dean Witter Reynolds, Inc May 1992 - December 1995
Aetna U.S. Healthcare October 1990 - May 1992
Skills
Management, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Satisfaction, Event Planning, PowerPoint, Event Management, Process Scheduler, Invoicing, Adaptation, Meeting Planning, Telephone Skills, Data Entry, Databases
Education
Kingsborough Community College 1986 — 1988
Associates, Administrative Sciences
MedPro Systems December 2012 - Present
MedPro Systems November 2012 - December 2012
Hilltown Systems May 2012 - November 2012
Aimia (incorporating Carlson Marketing) September 2008 - December 2011
Hopatcong Board of Education September 2003 - September 2008
Hopatcong Ambulance Squad March 2000 - September 2008
Dean Witter Reynolds, Inc May 1992 - December 1995
Aetna U.S. Healthcare October 1990 - May 1992
Skills
Management, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Satisfaction, Event Planning, PowerPoint, Event Management, Process Scheduler, Invoicing, Adaptation, Meeting Planning, Telephone Skills, Data Entry, Databases
Education
Kingsborough Community College 1986 — 1988
Associates, Administrative Sciences
Dennis McInerney Dennis McInerney's Dean Witter Reynolds Inc. Experience September 1979 - November 1984
Job Sales Rep at The New Jersey Lottery Commission
Industry Marketing and Advertising
Experience
The New Jersey Lottery Commission October 2011 - Present
PARKWAY TOYOTA, Englewood Cliffs, NJ January 2011 - October 2011
Par Pharmaceutical August 2010 - December 2010
(ICE) Intercontinental Exchange December 2006 - September 2009
(NYMEX) New York Mercantile Exchange May 2005 - December 2006
Tops Appliance City LTD May 1992 - October 1999
New York Cotton Exchange October 1988 - April 1992
Superseal Manufacturing Inc. February 1985 - August 1988
Dean Witter Reynolds, Inc September 1979 - November 1984
Skills
Trading, Financial Analysis, New Business Development, Sales, Social Media, Coaching, Competitive Analysis
Education
Fairleigh Dickinson University 1976 — 1979
B.S., Business Management
Edward Williams College 1974 — 1976
A.A., Business
The New Jersey Lottery Commission October 2011 - Present
PARKWAY TOYOTA, Englewood Cliffs, NJ January 2011 - October 2011
Par Pharmaceutical August 2010 - December 2010
(ICE) Intercontinental Exchange December 2006 - September 2009
(NYMEX) New York Mercantile Exchange May 2005 - December 2006
Tops Appliance City LTD May 1992 - October 1999
New York Cotton Exchange October 1988 - April 1992
Superseal Manufacturing Inc. February 1985 - August 1988
Dean Witter Reynolds, Inc September 1979 - November 1984
Skills
Trading, Financial Analysis, New Business Development, Sales, Social Media, Coaching, Competitive Analysis
Education
Fairleigh Dickinson University 1976 — 1979
B.S., Business Management
Edward Williams College 1974 — 1976
A.A., Business
Michele Antonelli Michele Antonelli's Dean Witter Reynolds Inc. Experience October 1984 - September 1987
Job Retail Professional
Industry Retail
Experience
Catherines 2008 - Present
Charming Shoppes, Inc February 2008 - May 2009
Lenox Group, Inc September 2006 - February 2008
Jones Apparel Group March 2001 - July 2006
Advertising Specialty Institute August 1999 - March 2001
J&J Staffing Resources September 1997 - July 1998
Dean Witter Reynolds, Inc October 1984 - September 1987
Education
Bucks County Community College
Neshaminy Langhorne High School
Catherines 2008 - Present
Charming Shoppes, Inc February 2008 - May 2009
Lenox Group, Inc September 2006 - February 2008
Jones Apparel Group March 2001 - July 2006
Advertising Specialty Institute August 1999 - March 2001
J&J Staffing Resources September 1997 - July 1998
Dean Witter Reynolds, Inc October 1984 - September 1987
Education
Bucks County Community College
Neshaminy Langhorne High School
David A. Foley David A. Foley's Dean Witter Reynolds Inc. Experience 1995 - 1997
Job Principal at Covalent Partners LLC
Industry Investment Management
Experience
Covalent Partners LLC 2007 - Present
Constitution Research & Management 2004 - 2007
Goldman Sachs 2001 - 2004
Schroder & Co. Inc. 1997 - 1999
Dean Witter Reynolds Inc. 1995 - 1997
Education
Harvard Business School
Master of Business Administration (MBA)
Providence College
Bachelor of Arts (B.A.), Economics
Covalent Partners LLC 2007 - Present
Constitution Research & Management 2004 - 2007
Goldman Sachs 2001 - 2004
Schroder & Co. Inc. 1997 - 1999
Dean Witter Reynolds Inc. 1995 - 1997
Education
Harvard Business School
Master of Business Administration (MBA)
Providence College
Bachelor of Arts (B.A.), Economics
Russell Long Russell Long's Dean Witter Reynolds Inc. Experience January 1981 - January 1984
Job Securities Compliance Examiner at Securities and Exchange Commission
Industry Financial Services
Experience
Securities and Exchange Commission November 2011 - Present
Standard & Poor's March 2005 - April 2008
Standard & Poor's January 2000 - March 2005
Standard & Poor's January 1992 - December 1999
Standard & Poor's January 1989 - December 1991
Standard & Poor's May 1987 - December 1988
GOLDMAN SACHS & CO January 1984 - January 1986
DEAN WITTER REYNOLDS INC January 1981 - January 1984
Skills
Portfolio Management, Fixed Income Analysis, Rating Agency Expertise, ABS, Analysis, Bonds, Alternative Investments, Asset Management, CRM, Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investments, Leadership, Loans, Management, Mergers & Acquisitions, Mutual Funds, Risk Management, Securitization, Structured Finance, Structured Products, Trading, Valuation
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA, Finance
LIU Post 1977 — 1981
B.A., Criminal Justice
Securities and Exchange Commission November 2011 - Present
Standard & Poor's March 2005 - April 2008
Standard & Poor's January 2000 - March 2005
Standard & Poor's January 1992 - December 1999
Standard & Poor's January 1989 - December 1991
Standard & Poor's May 1987 - December 1988
GOLDMAN SACHS & CO January 1984 - January 1986
DEAN WITTER REYNOLDS INC January 1981 - January 1984
Skills
Portfolio Management, Fixed Income Analysis, Rating Agency Expertise, ABS, Analysis, Bonds, Alternative Investments, Asset Management, CRM, Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investments, Leadership, Loans, Management, Mergers & Acquisitions, Mutual Funds, Risk Management, Securitization, Structured Finance, Structured Products, Trading, Valuation
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA, Finance
LIU Post 1977 — 1981
B.A., Criminal Justice
John Teti John Teti's Dean Witter Reynolds Inc. Experience January 1997 - July 1997
Job Studies Computer Science at Florida Atlantic University
Industry Information Technology and Services
Experience
Nova Southeastern University January 2011 - September 2013
Memorial Healthcare System August 2001 - October 2010
The Answer Group (TAG) July 1997 - August 2001
Dean Witter Reynolds Inc. January 1997 - July 1997
Skills
Operating Systems, System Administration, Software Documentation, Windows 7, Troubleshooting, Visio, Microsoft Office, Computer Hardware, Windows, SharePoint, Databases, C++, Active Directory, IIS, Linux, Customer Service, Networking, JavaScript, SQL, HTML 5, HIPAA, Healthcare Information..., Visual Studio, MySQL, MySQLi, PHP, phpMyAdmin, CSS, CSS3, jQuery, Android, OS X, Telnet, Apache, Unix, Bash, SSH, Emacs, AJAX, Python, Computer Maintenance, Help Desk Support, Photoshop, WAMP, OS/2, Banner Finance, Bootstrap, Wireshark, Ruby, Project Management
Education
Florida Atlantic University 2013 — 2016
Bachelor of Science (BS), Computer Science, Minor in Management Information Systems
Broward College 2011 — 2013
Associate of Arts (AA), Computer Science
Nova Southeastern University January 2011 - September 2013
Memorial Healthcare System August 2001 - October 2010
The Answer Group (TAG) July 1997 - August 2001
Dean Witter Reynolds Inc. January 1997 - July 1997
Skills
Operating Systems, System Administration, Software Documentation, Windows 7, Troubleshooting, Visio, Microsoft Office, Computer Hardware, Windows, SharePoint, Databases, C++, Active Directory, IIS, Linux, Customer Service, Networking, JavaScript, SQL, HTML 5, HIPAA, Healthcare Information..., Visual Studio, MySQL, MySQLi, PHP, phpMyAdmin, CSS, CSS3, jQuery, Android, OS X, Telnet, Apache, Unix, Bash, SSH, Emacs, AJAX, Python, Computer Maintenance, Help Desk Support, Photoshop, WAMP, OS/2, Banner Finance, Bootstrap, Wireshark, Ruby, Project Management
Education
Florida Atlantic University 2013 — 2016
Bachelor of Science (BS), Computer Science, Minor in Management Information Systems
Broward College 2011 — 2013
Associate of Arts (AA), Computer Science
James Naughton James Naughton's Dean Witter Reynolds Inc. Experience January 1980 - August 1985
Job Key Publishing Comapny
Industry Financial Services
Experience
Key Publishing Company January 2009 - Present
Massachusetts Financial Services January 1987 - November 2008
MFS continued January 1987 - November 2008
Omega Services,Garden City,New York(Division of Monarch Life) August 1985 - January 1987
Dean Witter Reynolds, Inc January 1980 - August 1985
The Providence Journal January 1980 - December 1980
Metropolitan Life Insurance Company April 1976 - November 1980
Naughton Insurance April 1974 - April 1976
The Travelers Insurance Company February 1971 - February 1974
Skills
Mutual Funds, Annuities, Annuity, Series 7, 401k, Fixed Annuities, Investments, Securities, Retirement, Portfolio Management, Financial Services, Insurance, Investment Strategies, Pensions, Strategic Financial..., Sales, Alternative Investments, Life Insurance, Series 6, Retirement Planning, Financial Advisory, Asset Allocation, Variable Annuities, Wealth Management, Published Author, Separately Managed..., Investment Advisory, ETFs, Series 65, FINRA, Uniform Combined State..., IRAs, Series 63, Asset Management, Investment Management, Equities, Wealth Management..., Relationship Management, Bonds, Fixed Income, Series 24, Long-term Care, Wealth, Estate Planning, Employee Benefits, High Net Worth..., Financial Planning
Education
Dale Carnegie Training Institute 2009 — 2009
Certificates of Completion, Dale Carnegie Course, Dale Carnegie High Impact Presentation Course
Central Connecticut State University 1966 — 1971
BA, English-Psychology
FINRA
appointed Arbitrator, Arbitration Courses
Key Publishing Company January 2009 - Present
Massachusetts Financial Services January 1987 - November 2008
MFS continued January 1987 - November 2008
Omega Services,Garden City,New York(Division of Monarch Life) August 1985 - January 1987
Dean Witter Reynolds, Inc January 1980 - August 1985
The Providence Journal January 1980 - December 1980
Metropolitan Life Insurance Company April 1976 - November 1980
Naughton Insurance April 1974 - April 1976
The Travelers Insurance Company February 1971 - February 1974
Skills
Mutual Funds, Annuities, Annuity, Series 7, 401k, Fixed Annuities, Investments, Securities, Retirement, Portfolio Management, Financial Services, Insurance, Investment Strategies, Pensions, Strategic Financial..., Sales, Alternative Investments, Life Insurance, Series 6, Retirement Planning, Financial Advisory, Asset Allocation, Variable Annuities, Wealth Management, Published Author, Separately Managed..., Investment Advisory, ETFs, Series 65, FINRA, Uniform Combined State..., IRAs, Series 63, Asset Management, Investment Management, Equities, Wealth Management..., Relationship Management, Bonds, Fixed Income, Series 24, Long-term Care, Wealth, Estate Planning, Employee Benefits, High Net Worth..., Financial Planning
Education
Dale Carnegie Training Institute 2009 — 2009
Certificates of Completion, Dale Carnegie Course, Dale Carnegie High Impact Presentation Course
Central Connecticut State University 1966 — 1971
BA, English-Psychology
FINRA
appointed Arbitrator, Arbitration Courses
Michael Schwartz, CAMS Michael Schwartz, CAMS's Dean Witter Reynolds Inc. Experience 1985 - 1986
Job AMLBSAOFAC/SDN | Risk and Cost Reduction | Sales Practices | Training | Employee Conflicts | IT Liasion | Web Content
Industry Financial Services
Experience
Citi 2012 - Present
Ardour Capital Investments 2009 - 2012
Citigroup 1991 - 2009
Wexler & Burkhart PC 1990 - 1991
Wall Street Clearing Company 1986 - 1990
Dean Witter Reynolds Inc 1985 - 1986
Josephthal & Co., Inc. 1983 - 1985
L F Rothschild Unterberg Towbin 1981 - 1983
Skills
Team Leadership, AML, BSA, KYC, USA PATRIOT Act, OFAC, Communication--Verbal/Wr..., WSPs, Compliance Website, CoB / BCP, Cost Reduction Solutions, Risk Reduction, Training, Systems Development..., Employee Conflicts, Sales Practices, Risk Management, Due Diligence, Securities, Bank Secrecy Act, Anti Money Laundering, CAMS, Sanction, Securities Regulation, Series 24, Series 63
Education
Adelphi University
Paralegal, Law
Saint John's University
BS, Criminal Justice
Citi 2012 - Present
Ardour Capital Investments 2009 - 2012
Citigroup 1991 - 2009
Wexler & Burkhart PC 1990 - 1991
Wall Street Clearing Company 1986 - 1990
Dean Witter Reynolds Inc 1985 - 1986
Josephthal & Co., Inc. 1983 - 1985
L F Rothschild Unterberg Towbin 1981 - 1983
Skills
Team Leadership, AML, BSA, KYC, USA PATRIOT Act, OFAC, Communication--Verbal/Wr..., WSPs, Compliance Website, CoB / BCP, Cost Reduction Solutions, Risk Reduction, Training, Systems Development..., Employee Conflicts, Sales Practices, Risk Management, Due Diligence, Securities, Bank Secrecy Act, Anti Money Laundering, CAMS, Sanction, Securities Regulation, Series 24, Series 63
Education
Adelphi University
Paralegal, Law
Saint John's University
BS, Criminal Justice
Paul Mandeville's Dean Witter Reynolds Inc. Experience October 1974 - January 1982
Job Realtor Associate
Industry Real Estate
Experience
First Team Real Estate January 2010 - Present
Crowell, Weedon & Co. a division of D.A. Davidson & Co. January 1982 - January 2009
Dean Witter Reynolds Inc. October 1974 - January 1982
Compotite Corp - Composeal Membranes January 1968 - September 1974
Skills
Residential Homes, Buyers, Single Family Homes, Investment Properties, Financial Analysis, Strategic Planning, Sellers, Customer Service, Negotiation, Business Analysis, Team Leadership, New Homes, Sales Management, Time Management, Risk Management, Contract Negotiation, Real Estate, Short Sales
Education
College of Financial Planning 1982 — 1983
Certified Financial Planner, C.F.P., Financial Planning and Services, top of class
Boston College 1963 — 1967
Bachelor's degree, Secondary Education and Teaching
First Team Real Estate January 2010 - Present
Crowell, Weedon & Co. a division of D.A. Davidson & Co. January 1982 - January 2009
Dean Witter Reynolds Inc. October 1974 - January 1982
Compotite Corp - Composeal Membranes January 1968 - September 1974
Skills
Residential Homes, Buyers, Single Family Homes, Investment Properties, Financial Analysis, Strategic Planning, Sellers, Customer Service, Negotiation, Business Analysis, Team Leadership, New Homes, Sales Management, Time Management, Risk Management, Contract Negotiation, Real Estate, Short Sales
Education
College of Financial Planning 1982 — 1983
Certified Financial Planner, C.F.P., Financial Planning and Services, top of class
Boston College 1963 — 1967
Bachelor's degree, Secondary Education and Teaching
Margaret Bagley (Cooney) Margaret Bagley (Cooney)'s Dean Witter Reynolds Inc. Experience 1992 - 1997
Job Independent Marketing Communications Professional
Industry Financial Services
Experience
AllianceBernstein 2003 - 2007
Morgan Stanley 1999 - 2003
Credit Lyonnais Securities 1997 - 1999
Dean Witter Reynolds Inc. 1992 - 1997
Bull & Bear Group 1987 - 1992
Skills
Internal Communications, Marketing Communications, Integrated Marketing, Creative Direction, Marketing Strategy, Brand Management, Market Research, Financial Services, Corporate Communications
Education
Fordham University 1983 — 1987
Bachelor of Arts (B.A.), Economics, English Literature
AllianceBernstein 2003 - 2007
Morgan Stanley 1999 - 2003
Credit Lyonnais Securities 1997 - 1999
Dean Witter Reynolds Inc. 1992 - 1997
Bull & Bear Group 1987 - 1992
Skills
Internal Communications, Marketing Communications, Integrated Marketing, Creative Direction, Marketing Strategy, Brand Management, Market Research, Financial Services, Corporate Communications
Education
Fordham University 1983 — 1987
Bachelor of Arts (B.A.), Economics, English Literature
John Lehnen's Dean Witter Reynolds Inc. Experience 1996 - 1998
Job President at K.E.B International Inc
Industry Food & Beverages
Experience
K.E.B International Inc June 1998 - Present
KEB Entperprises, Inc 1998 - Present
Dean Witter Reynolds, Inc 1996 - 1998
PET Incorporated 1986 - 1996
Nabisco 1978 - 1986
Wells Lamont Industrial 1976 - 1978
Mars 1973 - 1976
Kraft Foods Group 1971 - 1973
Skills
FMCG, Product Development, Manufacturing, Sales, Retail, Grocery, Plastics, Food Service, Frozen Food, Private Label, Business Strategy, Business Development, Strategy, Start-ups, Bakery, Purchasing, Team Building, Change Management, Packaging, Management Consulting
Education
Naperville Central High School 1962 — 1966
Northwestern University - Kellogg School of Management
Business Administration and Management, General
Southern Illinois University, Carbondale
BS, Business
K.E.B International Inc June 1998 - Present
KEB Entperprises, Inc 1998 - Present
Dean Witter Reynolds, Inc 1996 - 1998
PET Incorporated 1986 - 1996
Nabisco 1978 - 1986
Wells Lamont Industrial 1976 - 1978
Mars 1973 - 1976
Kraft Foods Group 1971 - 1973
Skills
FMCG, Product Development, Manufacturing, Sales, Retail, Grocery, Plastics, Food Service, Frozen Food, Private Label, Business Strategy, Business Development, Strategy, Start-ups, Bakery, Purchasing, Team Building, Change Management, Packaging, Management Consulting
Education
Naperville Central High School 1962 — 1966
Northwestern University - Kellogg School of Management
Business Administration and Management, General
Southern Illinois University, Carbondale
BS, Business
Rich Davidson's Dean Witter Reynolds Inc. Experience 1992 - 1995
Job Information Security Officer at Barnes & Noble College
Industry Retail
Experience
Barnes & Noble College May 2014 - Present
The Children's Place July 2002 - May 2014
dynamicsoft August 2000 - January 2002
Coty January 1999 - August 2000
Dendrite International May 1996 - December 1998
Hyperion Solutions May 1995 - May 1996
Dean Witter Reynolds Inc. 1992 - 1995
Dean Witter Reynolds Inc. 1992 - 1995
Skills
E-commerce, Retail, Information Security, Security, Team Leadership, Disaster Recovery, Risk Management, Cloud Computing, Information Technology, SDLC, Management, Leadership, Vendor Management, IT Strategy, IT Management, Business Analysis, Integration, Enterprise Architecture, Requirements Analysis, Data Center, Business Process, CRM, SaaS, Databases, Software Project..., ERP, IT Service Management, Identity Management, Visio, IT Security Best..., IT Security Policies
Education
Pace University
Barnes & Noble College May 2014 - Present
The Children's Place July 2002 - May 2014
dynamicsoft August 2000 - January 2002
Coty January 1999 - August 2000
Dendrite International May 1996 - December 1998
Hyperion Solutions May 1995 - May 1996
Dean Witter Reynolds Inc. 1992 - 1995
Dean Witter Reynolds Inc. 1992 - 1995
Skills
E-commerce, Retail, Information Security, Security, Team Leadership, Disaster Recovery, Risk Management, Cloud Computing, Information Technology, SDLC, Management, Leadership, Vendor Management, IT Strategy, IT Management, Business Analysis, Integration, Enterprise Architecture, Requirements Analysis, Data Center, Business Process, CRM, SaaS, Databases, Software Project..., ERP, IT Service Management, Identity Management, Visio, IT Security Best..., IT Security Policies
Education
Pace University
Janet Yearwood, CFA's Dean Witter Reynolds Inc. Experience October 1987 - June 1991
Job Client Portfolio Manager, U.S. Equity at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
Glen Fradenburg's Dean Witter Reynolds Inc. Experience 1988 - 1992
Job Executive Vice President at Falcon International, Inc.
Industry Defense & Space
Experience
Falcon International, Inc. 2007 - 2009
Bsafe Online / Bsecure Technologies 2002 - 2006
AFA Foundation 1998 - 2001
Dain Rauscher, Inc 1992 - 1998
Dean Witter Reynolds, Inc 1988 - 1992
Education
Auburn University
Bachelor of Science, Business Administration - Concentration: Finance
Falcon International, Inc. 2007 - 2009
Bsafe Online / Bsecure Technologies 2002 - 2006
AFA Foundation 1998 - 2001
Dain Rauscher, Inc 1992 - 1998
Dean Witter Reynolds, Inc 1988 - 1992
Education
Auburn University
Bachelor of Science, Business Administration - Concentration: Finance
Heather Tancredi's Dean Witter Reynolds Inc. Experience June 1995 - February 2003
Job SVP, Business Strategy & Initiatives Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust October 2014 - Present
MUFG Americas October 2012 - October 2014
Morgan Stanley February 2005 - April 2012
AXA Advisors October 2003 - February 2005
Dean Witter Reynolds Inc. June 1995 - February 2003
Morgan Stanley Investment Management June 1995 - February 2003
Dillon Read June 1992 - June 1995
Skills
Mutual Funds, Financial Planning, Investment Banking, Series 7, Portfolio Management, Project Management, Series 63, Relationship Management, Investment Management, Insurance, Investment Advisory, Investments, Equities, Financial Services, Asset Management, Capital Markets, Analysis, Investment Strategies, Securities, Business Development, Asset Allocation, Wealth Management, Equity Research, Corporate Finance, FINRA, Business Analysis, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Banking, Leadership, Market Data, Wealth Management..., Team Management, Vendor Management, PMO, SDLC, Project Portfolio..., Portfolio Optimization, Strategy, Strategic Financial..., Management
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
University of Maryland College Park 1988 — 1992
BA, Economics
U.S. Trust October 2014 - Present
MUFG Americas October 2012 - October 2014
Morgan Stanley February 2005 - April 2012
AXA Advisors October 2003 - February 2005
Dean Witter Reynolds Inc. June 1995 - February 2003
Morgan Stanley Investment Management June 1995 - February 2003
Dillon Read June 1992 - June 1995
Skills
Mutual Funds, Financial Planning, Investment Banking, Series 7, Portfolio Management, Project Management, Series 63, Relationship Management, Investment Management, Insurance, Investment Advisory, Investments, Equities, Financial Services, Asset Management, Capital Markets, Analysis, Investment Strategies, Securities, Business Development, Asset Allocation, Wealth Management, Equity Research, Corporate Finance, FINRA, Business Analysis, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Banking, Leadership, Market Data, Wealth Management..., Team Management, Vendor Management, PMO, SDLC, Project Portfolio..., Portfolio Optimization, Strategy, Strategic Financial..., Management
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
University of Maryland College Park 1988 — 1992
BA, Economics
Boris Gluzberg's Dean Witter Reynolds Inc. Experience November 1996 - December 1998
Job Senior Vice President, Entertainment Division at City National Bank
Industry Banking
Experience
City National Bank May 2011 - Present
Wells Fargo Private Bank September 2008 - May 2011
BNY Mellon December 2004 - October 2008
Citi Group November 1998 - December 2004
Dean Witter Reynolds Inc. November 1996 - December 1998
Merrill Lynch November 1994 - November 1996
Bear Stearns June 1992 - November 1994
Education
City University of New York-Brooklyn College 1988 — 1994
English, Economics
City National Bank May 2011 - Present
Wells Fargo Private Bank September 2008 - May 2011
BNY Mellon December 2004 - October 2008
Citi Group November 1998 - December 2004
Dean Witter Reynolds Inc. November 1996 - December 1998
Merrill Lynch November 1994 - November 1996
Bear Stearns June 1992 - November 1994
Education
City University of New York-Brooklyn College 1988 — 1994
English, Economics
Rick Herskowitz's Dean Witter Reynolds Inc. Experience November 1987 - July 1989
Job Highly Experienced Financial Compensation Professional Currently Seeking Employment Opportunities
Industry Financial Services
Experience
RH Consulting April 2009 - Present
AllianceBernstein L.P. October 1999 - April 2009
AllianceBernstein L.P. October 1994 - October 1999
AllianceBernstein L.P. April 1992 - October 1994
AllianceBernstein L.P. October 1989 - April 1992
Smith Barney July 1989 - October 1989
Dean Witter Reynolds Inc. November 1987 - July 1989
Dean Witter Reynolds Inc. December 1986 - November 1987
Dean Witter Reynolds Inc. December 1985 - December 1986
Arthur Young July 1985 - November 1985
Skills
Incentive Programs, Deferred Compensation, Executive Compensation, Employee Stock Options, Bonus Programs, Finance, Financial Analysis, Financial Reporting, Financial Accounting, SEC filings, Payroll, Cost Accounting, Financial Modeling, Tax, Hedge Funds, Insider Trading, Asset Management, Asset Managment, Executive Pay, Securities, Sarbanes-Oxley Act, Financial Services
Education
Pace University 1983 — 1985
Accounting
Rockland Community College 1982 — 1982
RH Consulting April 2009 - Present
AllianceBernstein L.P. October 1999 - April 2009
AllianceBernstein L.P. October 1994 - October 1999
AllianceBernstein L.P. April 1992 - October 1994
AllianceBernstein L.P. October 1989 - April 1992
Smith Barney July 1989 - October 1989
Dean Witter Reynolds Inc. November 1987 - July 1989
Dean Witter Reynolds Inc. December 1986 - November 1987
Dean Witter Reynolds Inc. December 1985 - December 1986
Arthur Young July 1985 - November 1985
Skills
Incentive Programs, Deferred Compensation, Executive Compensation, Employee Stock Options, Bonus Programs, Finance, Financial Analysis, Financial Reporting, Financial Accounting, SEC filings, Payroll, Cost Accounting, Financial Modeling, Tax, Hedge Funds, Insider Trading, Asset Management, Asset Managment, Executive Pay, Securities, Sarbanes-Oxley Act, Financial Services
Education
Pace University 1983 — 1985
Accounting
Rockland Community College 1982 — 1982
Helen Carroll's Dean Witter Reynolds Inc. Experience 1987 - 1988
Job Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 2009 - Present
UBS 2006 - 2008
UBS 2002 - 2006
PaineWebber Incorporated/UBS Financial Services 1999 - 2002
PaineWebber 1997 - 1999
PaineWebber 1992 - 1997
Kidder Peabody 1988 - 1989
Dean Witter Reynolds Inc. 1987 - 1988
Skills
Financial Services, Product Development &..., Project Management, Operations & General..., Quality Assurance, Cost Basis Reporting, Stakeholder Relations, Compliance Monitoring, General Ledger..., Vendor Management, Series 7, SDLC, Management
Education
Saint Peter's University 1989 — 1993
Bachelor of Science (B.S.)
UBS Financial Services 2009 - Present
UBS 2006 - 2008
UBS 2002 - 2006
PaineWebber Incorporated/UBS Financial Services 1999 - 2002
PaineWebber 1997 - 1999
PaineWebber 1992 - 1997
Kidder Peabody 1988 - 1989
Dean Witter Reynolds Inc. 1987 - 1988
Skills
Financial Services, Product Development &..., Project Management, Operations & General..., Quality Assurance, Cost Basis Reporting, Stakeholder Relations, Compliance Monitoring, General Ledger..., Vendor Management, Series 7, SDLC, Management
Education
Saint Peter's University 1989 — 1993
Bachelor of Science (B.S.)
David Weitgenant's Dean Witter Reynolds Inc. Experience February 1993 - April 1994
Job VP, Senior Compliance Officer at First Republic Securities
Industry Financial Services
Experience
First Republic Securities March 2013 - Present
ThinkEquity, LLC March 2005 - December 2012
Banc of America Investment Services, Inc March 2000 - February 2005
J. P. Morgan Securities, Inc March 1998 - March 2000
EVEREN Securities, Inc April 1994 - March 1998
Dean Witter Reynolds, Inc February 1993 - April 1994
Dean Witter Reynolds, Inc April 1991 - February 1993
Skills
Wealth Management, Fixed Income, Asset Management, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Investments
Ball State University 1986 — 1990
BS, Finance
First Republic Securities March 2013 - Present
ThinkEquity, LLC March 2005 - December 2012
Banc of America Investment Services, Inc March 2000 - February 2005
J. P. Morgan Securities, Inc March 1998 - March 2000
EVEREN Securities, Inc April 1994 - March 1998
Dean Witter Reynolds, Inc February 1993 - April 1994
Dean Witter Reynolds, Inc April 1991 - February 1993
Skills
Wealth Management, Fixed Income, Asset Management, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Investments
Ball State University 1986 — 1990
BS, Finance
Mr. Strebler's Dean Witter Reynolds Inc. Experience 1977 - 1979
Job Market Analyst, Writer at Dow Theory Letters
Industry Education Management
Experience
San Diego School of International Studies 1991 - Present
Dow Theory Letters 1974 - Present
Southwestern Community College District 1988 - 1996
National University 1989 - 1993
Shearson American Express 1981 - 1984
Drexel Burnham Lambert 1979 - 1981
Dean Witter Reynolds Inc. 1977 - 1979
Skills
Lesson Planning, Classroom, Curriculum Design, Curriculum Development, Research, Classroom Management, Higher Education, Market Analysis, Investments columnist, Newsletters, Surfboard manufacturing, Woodworking
Education
San Diego State University-California State University 1985 — 1989
Master of Arts (M.A.), American History (United States)
San Diego State University-California State University 1973 — 1989
Bachelor of Science (B.S.), Finance, General, Magna cum laude
San Diego School of International Studies 1991 - Present
Dow Theory Letters 1974 - Present
Southwestern Community College District 1988 - 1996
National University 1989 - 1993
Shearson American Express 1981 - 1984
Drexel Burnham Lambert 1979 - 1981
Dean Witter Reynolds Inc. 1977 - 1979
Skills
Lesson Planning, Classroom, Curriculum Design, Curriculum Development, Research, Classroom Management, Higher Education, Market Analysis, Investments columnist, Newsletters, Surfboard manufacturing, Woodworking
Education
San Diego State University-California State University 1985 — 1989
Master of Arts (M.A.), American History (United States)
San Diego State University-California State University 1973 — 1989
Bachelor of Science (B.S.), Finance, General, Magna cum laude
Ronny Broyles (Ceridian)'s Dean Witter Reynolds Inc. Experience October 1994 - January 1995
Job Database Analyst at Ceridian\FIS
Industry Human Resources
Experience
FIS at Ceridian January 2009 - Present
Ceridian Employer Services October 1998 - May 2000
Ceridian October 1998 - May 2000
Grubb & Ellis May 1997 - October 1998
Rush Presbyterian-St. Luke’s Medical Center College of Nursing October 1995 - January 1997
Dean Witter Reynolds Inc. October 1994 - January 1995
Skills
Ceridian, Payroll, Process Improvement, Human Resources, Business Analysis, PeopleSoft, Software Documentation, Training, Call Center, Project Management, Account Management, Software Implementation, HRIS, Employee Benefits, Benefits Administration, Databases, Vendor Management, Leadership, Change Management, ADP Payroll, Management, Talent Management
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Marketing
Mississippi State University 1985 — 1987
Bachelor of Arts (BA), Psychology
FIS at Ceridian January 2009 - Present
Ceridian Employer Services October 1998 - May 2000
Ceridian October 1998 - May 2000
Grubb & Ellis May 1997 - October 1998
Rush Presbyterian-St. Luke’s Medical Center College of Nursing October 1995 - January 1997
Dean Witter Reynolds Inc. October 1994 - January 1995
Skills
Ceridian, Payroll, Process Improvement, Human Resources, Business Analysis, PeopleSoft, Software Documentation, Training, Call Center, Project Management, Account Management, Software Implementation, HRIS, Employee Benefits, Benefits Administration, Databases, Vendor Management, Leadership, Change Management, ADP Payroll, Management, Talent Management
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Marketing
Mississippi State University 1985 — 1987
Bachelor of Arts (BA), Psychology
Houston Moore's Dean Witter Reynolds Inc. Experience 1981 - 1983
Job Consultant at Accent Consulting Services, Inc.
Industry Computer Software
Experience
Accent Consulting Services, Inc. 1987 - Present
Aramark 2005 - 2013
The Legacy Support Group 2004 - 2005
Adelphia Communications 2000 - 2004
Grace Consulting Services 1990 - 2000
Dean Witter Reynolds Inc. 1981 - 1983
Dean Witter Reynolds Inc. 1981 - 1983
Skills
SQL, Requirements Analysis, Program Management, Change Management, Business Intelligence, Business Analysis, Business Process, Management Consulting, Leadership, Business Transformation, Process Improvement, Project Management, SDLC, Integration, Management, Vendor Management
Education
The George Washington University - School of Business 1980 — 1982
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.75
American University 1975 — 1978
Bachelor of Science (BS), International Relations and International Business, 3.64
The University of Texas at Austin 1974 — 1975
n/a, Political Science and Government, 3.9
Accent Consulting Services, Inc. 1987 - Present
Aramark 2005 - 2013
The Legacy Support Group 2004 - 2005
Adelphia Communications 2000 - 2004
Grace Consulting Services 1990 - 2000
Dean Witter Reynolds Inc. 1981 - 1983
Dean Witter Reynolds Inc. 1981 - 1983
Skills
SQL, Requirements Analysis, Program Management, Change Management, Business Intelligence, Business Analysis, Business Process, Management Consulting, Leadership, Business Transformation, Process Improvement, Project Management, SDLC, Integration, Management, Vendor Management
Education
The George Washington University - School of Business 1980 — 1982
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.75
American University 1975 — 1978
Bachelor of Science (BS), International Relations and International Business, 3.64
The University of Texas at Austin 1974 — 1975
n/a, Political Science and Government, 3.9
Justin Moorhead's Dean Witter Reynolds Inc. Experience 1993 - 1997
Job President at Seslia & Company
Industry Financial Services
Experience
Seslia & Company 1990 - Present
Dean Witter Reynolds, Inc 1993 - 1997
City of Philadelphia 1988 - 1989
Lehman Brothers Kuhn Loeb, Inc. 1979 - 1983
Government of the US Virgin Islands 1975 - 1979
Amerada Hess 1973 - 1975
Skills
Series 7, Investments, Financial Modeling, Capital Markets, Corporate Finance, Asset Managment, Management Consulting, Portfolio Management, Non-profits, Fundraising, Strategic Planning, Financial Analysis, Business Strategy, Business Planning, Customer Service, Equities, Event Planning, Finance, Management, New Business Development, Nonprofits, Public Speaking, Securities, Series 63, Social Media, Start-ups, Strategy
Education
Princeton University 1969 — 1971
MPA, Economic Development
Occidental College 1967 — 1969
BA, History
Seton Hall University 1965 — 1967
History/ Political Science
Seslia & Company 1990 - Present
Dean Witter Reynolds, Inc 1993 - 1997
City of Philadelphia 1988 - 1989
Lehman Brothers Kuhn Loeb, Inc. 1979 - 1983
Government of the US Virgin Islands 1975 - 1979
Amerada Hess 1973 - 1975
Skills
Series 7, Investments, Financial Modeling, Capital Markets, Corporate Finance, Asset Managment, Management Consulting, Portfolio Management, Non-profits, Fundraising, Strategic Planning, Financial Analysis, Business Strategy, Business Planning, Customer Service, Equities, Event Planning, Finance, Management, New Business Development, Nonprofits, Public Speaking, Securities, Series 63, Social Media, Start-ups, Strategy
Education
Princeton University 1969 — 1971
MPA, Economic Development
Occidental College 1967 — 1969
BA, History
Seton Hall University 1965 — 1967
History/ Political Science
Kimberly LaPointe's Dean Witter Reynolds Inc. Experience 1992 - 1996
Job Executive Vice President, Prudential Investments
Industry Financial Services
Experience
Prudential Investments January 2014 - Present
Prudential Investments October 2005 - January 2014
JP Morgan Asset Management 1996 - 2005
Dean Witter Reynolds Inc. 1992 - 1996
Skills
Series 7, Mutual Funds, Wealth Management, Asset Management, Investments, Alternative Investments, Equities, Series 63, Relationship Management, Investment Management, Separately Managed...
Education
Ohio Wesleyan University 1998 — 2002
BA, Economics
Prudential Investments January 2014 - Present
Prudential Investments October 2005 - January 2014
JP Morgan Asset Management 1996 - 2005
Dean Witter Reynolds Inc. 1992 - 1996
Skills
Series 7, Mutual Funds, Wealth Management, Asset Management, Investments, Alternative Investments, Equities, Series 63, Relationship Management, Investment Management, Separately Managed...
Education
Ohio Wesleyan University 1998 — 2002
BA, Economics
Wyn Jacobi's Dean Witter Reynolds Inc. Experience November 1986 - January 1988
Job Buyer Specialist/Broker, The Helen Oliveri Team of Keller Williams Realty Partners
Industry Marketing and Advertising
Experience
The Helen Oliveri Team of Keller Williams Realty June 2009 - Present
Xerox January 1996 - May 2009
Xerox March 1995 - January 1996
Xerox December 1993 - March 1995
Xerox March 1992 - December 1993
Xerox March 1990 - March 1992
Chicago White Sox July 1989 - March 1990
American Outfitters Ltd March 1988 - July 1989
Dean Witter Reynolds Inc. November 1986 - January 1988
Prudential Financial October 1984 - November 1986
Education
Colorado State University
Bachelor's Degree, Finance, Management and General Business
New Trier East
The Helen Oliveri Team of Keller Williams Realty June 2009 - Present
Xerox January 1996 - May 2009
Xerox March 1995 - January 1996
Xerox December 1993 - March 1995
Xerox March 1992 - December 1993
Xerox March 1990 - March 1992
Chicago White Sox July 1989 - March 1990
American Outfitters Ltd March 1988 - July 1989
Dean Witter Reynolds Inc. November 1986 - January 1988
Prudential Financial October 1984 - November 1986
Education
Colorado State University
Bachelor's Degree, Finance, Management and General Business
New Trier East
Michael Choe's Dean Witter Reynolds Inc. Experience June 1992 - February 1994
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
Genium International, Inc March 2005 - Present
Miramar Brands Group, Inc. May 2013 - September 2014
Miramar Brands Group, Inc. March 2009 - September 2014
Cherokee Group January 2000 - March 2005
Golf & Sports Club, Inc. January 1994 - December 1999
Dean Witter Reynolds Inc. June 1992 - February 1994
Education
University of Southern California - Marshall School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
James Madison University 1987 — 1991
Bachelors of Business Administration
Wells Fargo Advisors, LLC October 2014 - Present
Genium International, Inc March 2005 - Present
Miramar Brands Group, Inc. May 2013 - September 2014
Miramar Brands Group, Inc. March 2009 - September 2014
Cherokee Group January 2000 - March 2005
Golf & Sports Club, Inc. January 1994 - December 1999
Dean Witter Reynolds Inc. June 1992 - February 1994
Education
University of Southern California - Marshall School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
James Madison University 1987 — 1991
Bachelors of Business Administration
Chris Fairchild's Dean Witter Reynolds Inc. Experience April 1986 - May 1987
Job Consultant at Coldwell Banker Commercial NRT
Industry Financial Services
Experience
Coldwell Banker Commercial NRT June 2015 - Present
Pinnacle Business Consultants August 2012 - Present
Pinnacle Financial Group, LLC May 1999 - Present
PackerKane March 1990 - May 1999
Lehman Brothers 1987 - 1990
Dean Witter Reynolds Inc. April 1986 - May 1987
Skills
Investment Banking, Capital Markets, Valuation, Financial Analysis, Investments, Financial Modeling, Hedge Funds, Securities, Bonds, Fixed Income, Derivatives, Equities, Asset Management, Finance, Portfolio Management
Education
University at Albany, SUNY 1984 — 1986
MBA, Finance
State University of New York at New Paltz 1980 — 1984
BS, Accounting
Coldwell Banker Commercial NRT June 2015 - Present
Pinnacle Business Consultants August 2012 - Present
Pinnacle Financial Group, LLC May 1999 - Present
PackerKane March 1990 - May 1999
Lehman Brothers 1987 - 1990
Dean Witter Reynolds Inc. April 1986 - May 1987
Skills
Investment Banking, Capital Markets, Valuation, Financial Analysis, Investments, Financial Modeling, Hedge Funds, Securities, Bonds, Fixed Income, Derivatives, Equities, Asset Management, Finance, Portfolio Management
Education
University at Albany, SUNY 1984 — 1986
MBA, Finance
State University of New York at New Paltz 1980 — 1984
BS, Accounting
Jonathan Clark's Dean Witter Reynolds Inc. Experience 1981 - 1983
Job EVP & CFO at Encore Capital Group
Industry Financial Services
Experience
Sallie Mae 2008 - 2013
Credit Suisse 2000 - 2007
Prudential Securities Inc 1999 - 2000
SBG Industires, L.L.C. 1993 - 1999
LCP National Plastics, Inc. 1991 - 1992
The First Boston Corporation 1986 - 1991
Hewlett-Packard 1985 - 1986
Dean Witter Reynolds Inc. 1981 - 1983
Skills
Securitization, Corporate Finance, Capital Markets, Risk Management, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Portfolio Management, Structured Finance, Fixed Income, Securities, Financial Services, Project Finance, Treasury Management, Private Equity, Investment Banking, Due Diligence, Valuation, Credit, Loans, Finance, Derivatives, Credit Risk, Banking, Equities, Hedge Funds, Cash Management, Investments, Asset Management, Executive Management
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
University of Virginia 1978 — 1981
Bachelor of Arts (B.A.), Economics (minor in History), 3.8 GPA
Michigan State University 1977 — 1978
3.9 GPA
Sallie Mae 2008 - 2013
Credit Suisse 2000 - 2007
Prudential Securities Inc 1999 - 2000
SBG Industires, L.L.C. 1993 - 1999
LCP National Plastics, Inc. 1991 - 1992
The First Boston Corporation 1986 - 1991
Hewlett-Packard 1985 - 1986
Dean Witter Reynolds Inc. 1981 - 1983
Skills
Securitization, Corporate Finance, Capital Markets, Risk Management, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Portfolio Management, Structured Finance, Fixed Income, Securities, Financial Services, Project Finance, Treasury Management, Private Equity, Investment Banking, Due Diligence, Valuation, Credit, Loans, Finance, Derivatives, Credit Risk, Banking, Equities, Hedge Funds, Cash Management, Investments, Asset Management, Executive Management
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
University of Virginia 1978 — 1981
Bachelor of Arts (B.A.), Economics (minor in History), 3.8 GPA
Michigan State University 1977 — 1978
3.9 GPA
Jim Keene's Dean Witter Reynolds Inc. Experience July 1988 - January 1995
Job Independent consultant serving public sector entities, utilities and infrastructure firms in the U.S., Canada & U.K.
Industry Utilities
Experience
Keene and Associates, Ltd July 2004 - Present
Veolia Water January 1998 - June 2004
Dean Witter Reynolds, Inc July 1988 - January 1995
United States Senate May 1979 - January 1985
Skills
Sustainability, Wastewater Treatment, Project Management, Change Management, Engineering, Budgets, Water, Water Treatment, Environmental Awareness, Program Management, Energy Efficiency, Waste Management, Management, Leadership, Strategy, Financial Analysis, Environmental Compliance, Public/private...
Education
University of Chicago Graduate School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, Marketing
Northwestern University
Bachelor of Arts (BA), Political Science
Keene and Associates, Ltd July 2004 - Present
Veolia Water January 1998 - June 2004
Dean Witter Reynolds, Inc July 1988 - January 1995
United States Senate May 1979 - January 1985
Skills
Sustainability, Wastewater Treatment, Project Management, Change Management, Engineering, Budgets, Water, Water Treatment, Environmental Awareness, Program Management, Energy Efficiency, Waste Management, Management, Leadership, Strategy, Financial Analysis, Environmental Compliance, Public/private...
Education
University of Chicago Graduate School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, Marketing
Northwestern University
Bachelor of Arts (BA), Political Science
Bill Tschirhart's Dean Witter Reynolds Inc. Experience December 1979 - December 1983
Job Director, IT
Industry Hospital & Health Care
Experience
SB Administrative Services, LLC May 2011 - Present
New York Stock Exchange January 2002 - July 2010
New York Stock Exchange January 1997 - December 2001
New York Stock Exchange January 1989 - December 1996
New York Stock Exchange January 1986 - December 1988
Dean Witter Reynolds Inc. December 1979 - December 1983
Skills
SQL, Analysis, Business Analysis, Market Research, Management, Finance, Business Planning, Strategic Planning, Forecasting, Budgets, Access, Vendor Management
Education
Pace University - Lubin School of Business 1981 — 1985
MBA, Financial Management
Stony Brook University 1975 — 1979
BA, Economics
Suffolk County Community College
SB Administrative Services, LLC May 2011 - Present
New York Stock Exchange January 2002 - July 2010
New York Stock Exchange January 1997 - December 2001
New York Stock Exchange January 1989 - December 1996
New York Stock Exchange January 1986 - December 1988
Dean Witter Reynolds Inc. December 1979 - December 1983
Skills
SQL, Analysis, Business Analysis, Market Research, Management, Finance, Business Planning, Strategic Planning, Forecasting, Budgets, Access, Vendor Management
Education
Pace University - Lubin School of Business 1981 — 1985
MBA, Financial Management
Stony Brook University 1975 — 1979
BA, Economics
Suffolk County Community College
Lynn Stanton Jerome's Dean Witter Reynolds Inc. Experience 1981 - 1993
Job Owner, Stanton Capital Management
Industry Financial Services
Experience
Stanton Capital Management January 2007 - Present
Vining Sparks, IBG 1996 - 2001
ETS Nat West 1993 - 1996
Dean Witter Reynolds Inc. 1981 - 1993
Skills
Strategic Planning, Management
Education
Northwestern University 1977 — 1979
Bachelor of Science (B.S.), Psychology
Stanton Capital Management January 2007 - Present
Vining Sparks, IBG 1996 - 2001
ETS Nat West 1993 - 1996
Dean Witter Reynolds Inc. 1981 - 1993
Skills
Strategic Planning, Management
Education
Northwestern University 1977 — 1979
Bachelor of Science (B.S.), Psychology
Philip Quirk's Dean Witter Reynolds Inc. Experience 2000 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
H&R Block December 2014 - April 2015
UBS August 2012 - April 2014
New York Stock Exchange November 2011 - May 2012
Jefferies August 2009 - April 2011
Deutsche Bank January 2005 - July 2009
Weiss, Peck & Greer January 2000 - January 2005
Dean Witter Reynolds Inc. 2000 - 2000
Lewco Securities Corp January 1994 - December 1999
Skills
Securities, Mutual Funds, Equities, Bloomberg, Derivatives, Fixed Income, Investments, Bonds, Asset Management, Banking, Financial Markets, Financial Services, Risk Management, Analysis, Capital Markets, Portfolio Management, Finance
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BA, Finance
Baruch College
Bachelors, Finance
H&R Block December 2014 - April 2015
UBS August 2012 - April 2014
New York Stock Exchange November 2011 - May 2012
Jefferies August 2009 - April 2011
Deutsche Bank January 2005 - July 2009
Weiss, Peck & Greer January 2000 - January 2005
Dean Witter Reynolds Inc. 2000 - 2000
Lewco Securities Corp January 1994 - December 1999
Skills
Securities, Mutual Funds, Equities, Bloomberg, Derivatives, Fixed Income, Investments, Bonds, Asset Management, Banking, Financial Markets, Financial Services, Risk Management, Analysis, Capital Markets, Portfolio Management, Finance
Education
Baruch College, City University of New York (CUNY) 1996 — 2001
BA, Finance
Baruch College
Bachelors, Finance
Becky Burkhart's Dean Witter Reynolds Inc. Experience October 1983 - January 1985
Job Compliance Auditor at Arizona Dept of Health Services
Industry Government Administration
Experience
Arizona Dept of Health Services July 2009 - Present
Peace Corps September 1991 - 1992
Dean Witter Reynolds Inc. October 1983 - January 1985
Skills
Policy
Education
Arizona State University 1985 — 1989
Master of Education (M.Ed.), Educational/Instructional Technology
University of Illinois at Chicago 1971 — 1973
Bachelor of Arts (BA), Spanish Language Teacher Education
University of Toledo 1969 — 1970
Secondary Education and Teaching
Arizona Dept of Health Services July 2009 - Present
Peace Corps September 1991 - 1992
Dean Witter Reynolds Inc. October 1983 - January 1985
Skills
Policy
Education
Arizona State University 1985 — 1989
Master of Education (M.Ed.), Educational/Instructional Technology
University of Illinois at Chicago 1971 — 1973
Bachelor of Arts (BA), Spanish Language Teacher Education
University of Toledo 1969 — 1970
Secondary Education and Teaching
Carol Marcell's Dean Witter Reynolds Inc. Experience June 1989 - July 1991
Job Executive Coach | Career Strategy & Transition | Management Consulting | Life Coaching
Industry Management Consulting
Experience
Marcell Coaching 2007 - Present
Mercer 1998 - 2001
Hay Group 1993 - 1998
Goldman Sachs June 1992 - June 1993
Dean Witter Reynolds Inc. June 1989 - July 1991
Skills
Executive Coaching, Leadership Development, Life Coaching, Coaching, Organizational..., Interview Preparation, Personal Development, Emotional Intelligence, Career Development, Talent Management, Culture Change, Management Development, Strategic Planning, Change Management, Strategic Human..., Career Development..., Career Assessment, Performance Management, Compensation, Career Changers, Life Transitions, Employee Engagement, Business Strategy
Education
New York University 2007 — 2009
Certificate Life Coaching, Life/Executive Coaching
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, Human Resource Management
Boston College 1986 — 1989
Bachelor of Arts (BA), Economics and Spanish
Lafayette College 1985 — 1986
Economics
Marcell Coaching 2007 - Present
Mercer 1998 - 2001
Hay Group 1993 - 1998
Goldman Sachs June 1992 - June 1993
Dean Witter Reynolds Inc. June 1989 - July 1991
Skills
Executive Coaching, Leadership Development, Life Coaching, Coaching, Organizational..., Interview Preparation, Personal Development, Emotional Intelligence, Career Development, Talent Management, Culture Change, Management Development, Strategic Planning, Change Management, Strategic Human..., Career Development..., Career Assessment, Performance Management, Compensation, Career Changers, Life Transitions, Employee Engagement, Business Strategy
Education
New York University 2007 — 2009
Certificate Life Coaching, Life/Executive Coaching
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, Human Resource Management
Boston College 1986 — 1989
Bachelor of Arts (BA), Economics and Spanish
Lafayette College 1985 — 1986
Economics
Judy Scarlett's Dean Witter Reynolds Inc. Experience September 1985 - August 1990
Job Deloitte Tax LLP
Industry Accounting
Experience
New York Racing Association, Cleveland Real Estate May 2010 - Present
Deloitte tax, llp July 1994 - May 2010
Deloitte Tax LLP August 2001 - March 2010
Deloitte & Touche July 1994 - August 2001
Dean Witter Reynolds Inc September 1985 - August 1990
Skills
Accounting, Tax, Tax Accounting, Income Tax, GAAP, Corporate Tax, Accounts Payable, Tax Research, Tax Advisory, Sarbanes-Oxley Act, CPA, SEC filings, Auditing, International Tax, Tax Law, Partnership Taxation, US GAAP
Education
City University of New York-Hunter College 2004 — 2007
B.S, Accounting
Hunter College 2004 — 2007
Bachelor of Science, Accounting
Borough of Manhattan Community College 1999 — 2002
A.A.S, Accounting
New York Racing Association, Cleveland Real Estate May 2010 - Present
Deloitte tax, llp July 1994 - May 2010
Deloitte Tax LLP August 2001 - March 2010
Deloitte & Touche July 1994 - August 2001
Dean Witter Reynolds Inc September 1985 - August 1990
Skills
Accounting, Tax, Tax Accounting, Income Tax, GAAP, Corporate Tax, Accounts Payable, Tax Research, Tax Advisory, Sarbanes-Oxley Act, CPA, SEC filings, Auditing, International Tax, Tax Law, Partnership Taxation, US GAAP
Education
City University of New York-Hunter College 2004 — 2007
B.S, Accounting
Hunter College 2004 — 2007
Bachelor of Science, Accounting
Borough of Manhattan Community College 1999 — 2002
A.A.S, Accounting
Elysabeth Dalton's Dean Witter Reynolds Inc. Experience February 1991 - October 1993
Job Registed Sales Assistant
Industry Financial Services
Experience
Synovus October 2001 - Present
Bank of North Georgia/SSI/STC October 2001 - Present
Bear Stearns & Company, Inc October 1993 - October 2001
Dean Witter Reynolds, Inc February 1991 - October 1993
Primerica March 1989 - February 1991
Walmart Stores, Inc January 1986 - March 1989
Skills
Multi-task & Handle..., Handle Multiple..., Tax, Sales Management, Investment Advisory, Sales, Auditing, Accounting, Accounts Payable, Banking, Loans, Small Business, Credit, Team Building, Marketing, Strategic Planning, Business Development
Education
Jacksonville State University 1984 — 1986
Psychology
Alexander City Junior College 1982 — 1984
Synovus October 2001 - Present
Bank of North Georgia/SSI/STC October 2001 - Present
Bear Stearns & Company, Inc October 1993 - October 2001
Dean Witter Reynolds, Inc February 1991 - October 1993
Primerica March 1989 - February 1991
Walmart Stores, Inc January 1986 - March 1989
Skills
Multi-task & Handle..., Handle Multiple..., Tax, Sales Management, Investment Advisory, Sales, Auditing, Accounting, Accounts Payable, Banking, Loans, Small Business, Credit, Team Building, Marketing, Strategic Planning, Business Development
Education
Jacksonville State University 1984 — 1986
Psychology
Alexander City Junior College 1982 — 1984
Kappy Armstrong-Olson's Dean Witter Reynolds Inc. Experience 1972 - 1991
Job Real Estate Agent at Windermere Real Estate
Industry Real Estate
Experience
Rodan + Fields 2014 - Present
Windermere Real Estate 2004 - Present
Prudential Real Estate 1994 - 2004
Eldorado Country Club 1991 - 1994
Dean Witter Reynolds Inc. 1972 - 1991
Skills
Investment Properties, Buyer Representation, REO, Short Sales, Sellers, Real Estate, Foreclosures, Listings, Relocation, New Home Sales, SFR, Investors, First Time Home Buyers, Real Property, Real Estate Transactions, Single Family Homes, Condos, Residential Homes
Education
New York Institute of Finance
Santa Clara University
BA, History
Rodan + Fields 2014 - Present
Windermere Real Estate 2004 - Present
Prudential Real Estate 1994 - 2004
Eldorado Country Club 1991 - 1994
Dean Witter Reynolds Inc. 1972 - 1991
Skills
Investment Properties, Buyer Representation, REO, Short Sales, Sellers, Real Estate, Foreclosures, Listings, Relocation, New Home Sales, SFR, Investors, First Time Home Buyers, Real Property, Real Estate Transactions, Single Family Homes, Condos, Residential Homes
Education
New York Institute of Finance
Santa Clara University
BA, History
Levon Garbooshian's Dean Witter Reynolds Inc. Experience March 1990 - September 1994
Job Commercial Loan Officer at Wexford Community Credit Union
Industry Transportation/Trucking/Railroad
Experience
Wexford Community Credit Union August 2015 - Present
Genisys Mortgage Professionals January 2013 - July 2015
Load One, LLC February 2009 - December 2012
Amera Mortgage June 2003 - February 2009
Garbooshian Freightways Inc June 1999 - February 2003
Dean Witter Reynolds Inc. March 1990 - September 1994
Skills
Commercial Driver..., Federal & State..., Fannie Mae..., I hae taken several..., Finance, FHA, Mortgage Lending, Underwriting, Loans, Commercial Lending, Sales, Management, Customer Service, Securities, Accounting, Banking, First Time Home Buyers, Mortgage Banking
Education
Henry Ford Community College 1992 — 1994
Economics, 3.5
Wexford Community Credit Union August 2015 - Present
Genisys Mortgage Professionals January 2013 - July 2015
Load One, LLC February 2009 - December 2012
Amera Mortgage June 2003 - February 2009
Garbooshian Freightways Inc June 1999 - February 2003
Dean Witter Reynolds Inc. March 1990 - September 1994
Skills
Commercial Driver..., Federal & State..., Fannie Mae..., I hae taken several..., Finance, FHA, Mortgage Lending, Underwriting, Loans, Commercial Lending, Sales, Management, Customer Service, Securities, Accounting, Banking, First Time Home Buyers, Mortgage Banking
Education
Henry Ford Community College 1992 — 1994
Economics, 3.5
Alvin Fletcher's Dean Witter Reynolds Inc. Experience April 1995 - September 1996
Job Independent Investment Management Professional
Industry
Experience
Tree House Group, LLC January 1997 - May 2000
Dean Witter Reynolds Inc. April 1995 - September 1996
TRW March 1963 - September 1992
Education
University of California at Los Angeles (UCLA) 1965 — 1968
Master of Science (MS), Controls Engineering
California Polytechnic State University-San Luis Obispo 1957 — 1961
Bachelor of Science (B.S.), Electronics Engineering
Tree House Group, LLC January 1997 - May 2000
Dean Witter Reynolds Inc. April 1995 - September 1996
TRW March 1963 - September 1992
Education
University of California at Los Angeles (UCLA) 1965 — 1968
Master of Science (MS), Controls Engineering
California Polytechnic State University-San Luis Obispo 1957 — 1961
Bachelor of Science (B.S.), Electronics Engineering
Marian Zucker's Dean Witter Reynolds Inc. Experience 1991 - 1993
Job President of Finance & Development at New York State Homes & Community Renewal
Industry Financial Services
Experience
New York State Homes & Community Renewal February 2007 - Present
Suffolk County July 2001 - February 2007
PaineWebber, Inc. 1994 - 1999
Dean Witter Reynolds Inc. 1991 - 1993
Security Pacific Merchant Bank 1986 - 1991
Bear, Stearns & Co. 1983 - 1986
NYC Department of Housing, Preservation & Development 1980 - 1983
Skills
Economic Development, Finance, Investment Properties, Mortgage Lending, Affordable Housing, Due Diligence, Program Management, Bonds, Loans, Real Estate Development, Nonprofits, Social Housing, Portfolio Management, Fundraising, Underwriting, Credit, Real Estate Economics, Property, Strategic Planning, Asset Management
Education
Harvard University Graduate School of Design
Masters, City and Regional Planning
State University of New York College at Buffalo
Bachelor’s Degree, Education
New York State Homes & Community Renewal February 2007 - Present
Suffolk County July 2001 - February 2007
PaineWebber, Inc. 1994 - 1999
Dean Witter Reynolds Inc. 1991 - 1993
Security Pacific Merchant Bank 1986 - 1991
Bear, Stearns & Co. 1983 - 1986
NYC Department of Housing, Preservation & Development 1980 - 1983
Skills
Economic Development, Finance, Investment Properties, Mortgage Lending, Affordable Housing, Due Diligence, Program Management, Bonds, Loans, Real Estate Development, Nonprofits, Social Housing, Portfolio Management, Fundraising, Underwriting, Credit, Real Estate Economics, Property, Strategic Planning, Asset Management
Education
Harvard University Graduate School of Design
Masters, City and Regional Planning
State University of New York College at Buffalo
Bachelor’s Degree, Education
David Furze's Dean Witter Reynolds Inc. Experience July 1995 - February 1997
Job Primary Counselor at Syracuse Behavioral Healthcare
Industry Financial Services
Experience
Syracuse Behavioral Healthcare January 2013 - Present
U-Trade Capital Holdeing LLC February 2000 - November 2012
U-Trade Brokerage LLC. February 2000 - November 2012
UBS PaineWebber February 1997 - February 2000
Dean Witter Reynolds Inc. July 1995 - February 1997
Chemical Banking Corporation January 1992 - July 1995
Skills
Mental Health Counseling, Case Management, Financial Counseling, Crisis Management, Crisis Intervention, Team Leadership, Management, Financial Analysis, Investments, Customer Relations, Financial Planning, Retirement Planning, Estate Planning, Management Consulting, Sales Management, Series 7, Series 24, series 55
Education
Mount St. Mary's College 1983 — 1987
Bachelor of Arts (BA), Political Science and Government
West Genesee High School 1978 — 1982
Syracuse Behavioral Healthcare January 2013 - Present
U-Trade Capital Holdeing LLC February 2000 - November 2012
U-Trade Brokerage LLC. February 2000 - November 2012
UBS PaineWebber February 1997 - February 2000
Dean Witter Reynolds Inc. July 1995 - February 1997
Chemical Banking Corporation January 1992 - July 1995
Skills
Mental Health Counseling, Case Management, Financial Counseling, Crisis Management, Crisis Intervention, Team Leadership, Management, Financial Analysis, Investments, Customer Relations, Financial Planning, Retirement Planning, Estate Planning, Management Consulting, Sales Management, Series 7, Series 24, series 55
Education
Mount St. Mary's College 1983 — 1987
Bachelor of Arts (BA), Political Science and Government
West Genesee High School 1978 — 1982
Luis A. Diaz's Dean Witter Reynolds Inc. Experience January 1996 - September 1998
Job IFS NAV Manager
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company November 2013 - Present
BNY Mellon May 2009 - Present
CACEIS (USA) April 2003 - May 2009
Citi September 1998 - April 2003
Dean Witter Reynolds Inc. January 1996 - September 1998
Skills
Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, CDS, Accounting, Fund Accounting, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Derivatives
Education
City University of New York-Hunter College
BS, Accounting
International Fund Services (NA) LLC, A State Street Company November 2013 - Present
BNY Mellon May 2009 - Present
CACEIS (USA) April 2003 - May 2009
Citi September 1998 - April 2003
Dean Witter Reynolds Inc. January 1996 - September 1998
Skills
Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, CDS, Accounting, Fund Accounting, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Derivatives
Education
City University of New York-Hunter College
BS, Accounting
Elizabeth Cacia's Dean Witter Reynolds Inc. Experience July 1993 - December 1996
Job Senior Administrative Assistant
Industry Human Resources
Experience
USAA July 2012 - June 2015
Cornerstone Memorials May 2007 - September 2011
Dean Witter Reynolds Inc. July 1993 - December 1996
OPI International February 1991 - June 1993
Education
College of Marin
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
San Antonio College
USAA July 2012 - June 2015
Cornerstone Memorials May 2007 - September 2011
Dean Witter Reynolds Inc. July 1993 - December 1996
OPI International February 1991 - June 1993
Education
College of Marin
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
San Antonio College
Charles Bice's Dean Witter Reynolds Inc. Experience January 1984 - March 1987
Job Associate MGR of Product Development at Prudential Insurance
Industry Financial Services
Experience
Prudential Financial January 2005 - Present
PRUDENTIAL INVESTMENT MANAGEMENT January 2005 - Present
Wachovia/Prudential April 2000 - December 2004
WACHOVIA/PRUDENTIAL SECURITIES April 2000 - December 2004
BANK OF NEW July 1993 - April 2000
MHT/CHEMICAL BANK June 1992 - July 1993
SUN AMERICA FUND SERVICES, INC March 1987 - November 1991
Sun America Shareholder/Dealer Services March 1987 - November 1991
Dean witter Reynolds January 1984 - March 1987
DEAN WITTER REYNOLDS, INC January 1984 - March 1987
Skills
Settlements, Back Office, Reconciliation, Trading, Lotus Notes, Investment Operations, Mutual Funds, Excel, Access, Investments
Education
Kingsborough Community College
Accounting/Business
Prudential Financial January 2005 - Present
PRUDENTIAL INVESTMENT MANAGEMENT January 2005 - Present
Wachovia/Prudential April 2000 - December 2004
WACHOVIA/PRUDENTIAL SECURITIES April 2000 - December 2004
BANK OF NEW July 1993 - April 2000
MHT/CHEMICAL BANK June 1992 - July 1993
SUN AMERICA FUND SERVICES, INC March 1987 - November 1991
Sun America Shareholder/Dealer Services March 1987 - November 1991
Dean witter Reynolds January 1984 - March 1987
DEAN WITTER REYNOLDS, INC January 1984 - March 1987
Skills
Settlements, Back Office, Reconciliation, Trading, Lotus Notes, Investment Operations, Mutual Funds, Excel, Access, Investments
Education
Kingsborough Community College
Accounting/Business
Robin Reich's Dean Witter Reynolds Inc. Experience January 1991 - January 1992
Job
Industry Construction
Experience
Staff Zone 2015 - August 2015
Labor Ready May 1999 - August 2014
Labor Ready May 2008 - December 2008
Labor Ready May 1999 - May 2000
St. Johns County District Schools December 1997 - February 1999
Shelf Life Inc. January 1995 - November 1997
Dean Witter Reynolds Inc. January 1991 - January 1992
Skills
Sales Management, Recruiting, Operations Management, Sales, Cold Calling, Customer Service, Management, Team Building, Solution Selling, Marketing Strategy, New Business Development, Training, Sales Process, Direct Sales, Microsoft Word, Business Networking, Customer Retention, Business Development, Account Management, Customer Relations, Networking Events, Contract Negotiation, Temporary Staffing, Temporary Placement, Budgets, Strategic Planning, Contract Management, Coaching, Negotiation, Hiring, Staffing Services, Sourcing, Leadership, Construction, Marketing
Education
Nova Southeastern University 2007 — 2008
Professional Certificate, Sales Negotiating
Briarcliffe College 1982 — 1984
AOS, Business
Patchogue-Medford High School 1980 — 1982
High School Diploma, Accounting and Business/Management
Staff Zone 2015 - August 2015
Labor Ready May 1999 - August 2014
Labor Ready May 2008 - December 2008
Labor Ready May 1999 - May 2000
St. Johns County District Schools December 1997 - February 1999
Shelf Life Inc. January 1995 - November 1997
Dean Witter Reynolds Inc. January 1991 - January 1992
Skills
Sales Management, Recruiting, Operations Management, Sales, Cold Calling, Customer Service, Management, Team Building, Solution Selling, Marketing Strategy, New Business Development, Training, Sales Process, Direct Sales, Microsoft Word, Business Networking, Customer Retention, Business Development, Account Management, Customer Relations, Networking Events, Contract Negotiation, Temporary Staffing, Temporary Placement, Budgets, Strategic Planning, Contract Management, Coaching, Negotiation, Hiring, Staffing Services, Sourcing, Leadership, Construction, Marketing
Education
Nova Southeastern University 2007 — 2008
Professional Certificate, Sales Negotiating
Briarcliffe College 1982 — 1984
AOS, Business
Patchogue-Medford High School 1980 — 1982
High School Diploma, Accounting and Business/Management
Joseph Auditore's Dean Witter Reynolds Inc. Experience February 1986 - February 1987
Job Firefighter at New York City Fire Department
Industry Public Safety
Experience
New York City Fire Department February 1987 - Present
Dean Witter Reynolds Inc. February 1986 - February 1987
Education
Brooklyn College 1980 — 1988
Bachelor of Science (BS), Accounting
New York City Fire Department February 1987 - Present
Dean Witter Reynolds Inc. February 1986 - February 1987
Education
Brooklyn College 1980 — 1988
Bachelor of Science (BS), Accounting
patrice rogoza's Dean Witter Reynolds Inc. Experience teacher's assistantWBOEJanuary 2002 - Present
Job Branch Manager's Secretary at Dean Witter Reynolds Inc.
Industry E-Learning
Experience
Dean Witter Reynolds Inc. teacher's assistantWBOEJanuary 2002 - Present
Skills
Customer Service, Management, Sales, Marketing, Marketing Strategy, Strategic Planning, Public Speaking, Team Building
Education
Berkeley College 1984 — 1985
Administrative Assistant and Secretarial Science, General
DePaul Catholic High School 1979 — 1983
High School Diploma, Academic
Dean Witter Reynolds Inc. teacher's assistantWBOEJanuary 2002 - Present
Skills
Customer Service, Management, Sales, Marketing, Marketing Strategy, Strategic Planning, Public Speaking, Team Building
Education
Berkeley College 1984 — 1985
Administrative Assistant and Secretarial Science, General
DePaul Catholic High School 1979 — 1983
High School Diploma, Academic
Malea Hornback's Dean Witter Reynolds Inc. Experience January 1993 - September 1995
Job Client Relationship Manager
Industry Financial Services
Experience
Wealth Planning Corporation August 2014 - Present
Merrill Lynch March 2012 - June 2014
Merrill Lynch March 2007 - April 2009
Merrill Lynch January 1997 - November 1998
Cowen & Co September 1995 - January 1997
Dean Witter Reynolds, Inc January 1993 - September 1995
Skills
Series 7, PowerPoint, Microsoft Excel, Microsoft Word, Salesforce.com, Data Management, Customer Service
Education
Miami University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Community InvolvementMiami University
Bachelor of Arts, Political Science - Diplomacy and Foreign Affairs
Wealth Planning Corporation August 2014 - Present
Merrill Lynch March 2012 - June 2014
Merrill Lynch March 2007 - April 2009
Merrill Lynch January 1997 - November 1998
Cowen & Co September 1995 - January 1997
Dean Witter Reynolds, Inc January 1993 - September 1995
Skills
Series 7, PowerPoint, Microsoft Excel, Microsoft Word, Salesforce.com, Data Management, Customer Service
Education
Miami University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Community InvolvementMiami University
Bachelor of Arts, Political Science - Diplomacy and Foreign Affairs
Tudy Gomez's Dean Witter Reynolds Inc. Experience March 1983 - August 1997
Job Assistant to the Chairman at CBOE
Industry Financial Services
Experience
CBOE July 2013 - Present
Kohl's April 2011 - April 2013
Chicago Regional Council of Carpenters January 2010 - March 2010
Spectrum Global Fund Administration April 2007 - September 2008
OneChicago September 2001 - November 2004
Mariah Trading Company, L.L.C June 1999 - June 2001
Carr Futures Inc August 1997 - May 1999
Dean Witter Reynolds Inc March 1983 - August 1997
Skills
Blackberry, Ultipro Payroll System,..., COSA System, Adminsitration,..., Human Resources
Education
Prairie State College 2000 — 2001
Not finished with program, Photographic Program Studies
St. Xavier College, Chicago, IL 1987 — 1988
Not finished, Business Adminsitration
CBOE July 2013 - Present
Kohl's April 2011 - April 2013
Chicago Regional Council of Carpenters January 2010 - March 2010
Spectrum Global Fund Administration April 2007 - September 2008
OneChicago September 2001 - November 2004
Mariah Trading Company, L.L.C June 1999 - June 2001
Carr Futures Inc August 1997 - May 1999
Dean Witter Reynolds Inc March 1983 - August 1997
Skills
Blackberry, Ultipro Payroll System,..., COSA System, Adminsitration,..., Human Resources
Education
Prairie State College 2000 — 2001
Not finished with program, Photographic Program Studies
St. Xavier College, Chicago, IL 1987 — 1988
Not finished, Business Adminsitration
Jennifer Humcke's Dean Witter Reynolds Inc. Experience May 1982 - September 1984
Job AVP of Finance at OSU Federal Credit Union
Industry Financial Services
Experience
OSU Federal Credit Union September 2005 - Present
OSU Federal Credit Union July 2001 - August 2004
OSU FCU November 1994 - July 2001
OSU FCU February 1992 - October 1994
Ambiance Unlimited December 1990 - February 1992
OSU FCU October 1986 - February 1990
OSU FCU July 1985 - September 1986
Dean Witter Reynolds Inc. May 1982 - September 1984
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Editing, Microsoft Office, Analysis, Accounting, Financial Analysis
Education
Aloha High School
Oregon State University
BS
OSU Federal Credit Union September 2005 - Present
OSU Federal Credit Union July 2001 - August 2004
OSU FCU November 1994 - July 2001
OSU FCU February 1992 - October 1994
Ambiance Unlimited December 1990 - February 1992
OSU FCU October 1986 - February 1990
OSU FCU July 1985 - September 1986
Dean Witter Reynolds Inc. May 1982 - September 1984
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Editing, Microsoft Office, Analysis, Accounting, Financial Analysis
Education
Aloha High School
Oregon State University
BS
Edward Monaghan's Dean Witter Reynolds Inc. Experience February 1997 - May 1998
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2001 - Present
Community Financial Services, a subsidiary of Community Savings Bank May 1998 - June 2001
Dean Witter Reynolds, Inc February 1997 - May 1998
Education
Appalachian State University 1993 — 1995
Master's degree, Political Science and Government
Appalachian State University 1987 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Advisors June 2001 - Present
Community Financial Services, a subsidiary of Community Savings Bank May 1998 - June 2001
Dean Witter Reynolds, Inc February 1997 - May 1998
Education
Appalachian State University 1993 — 1995
Master's degree, Political Science and Government
Appalachian State University 1987 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Joann Iverson's Dean Witter Reynolds Inc. Experience 1992 - 1994
Job Trinity Health Legal Dept
Industry Government Relations
Experience
Trinity Health (HQ Michigan) December 2014 - Present
Agriland FS May 2013 - May 2014
Farm Bureau Insurance April 2012 - May 2013
Newmont Mining Corporation September 2008 - April 2012
Law Offices of Marvel & Kump April 2007 - September 2008
Elko County School District November 2003 - April 2007
Express Personnel Services 1994 - 1995
Dean Witter Reynolds Inc. 1992 - 1994
Dean Witter Reynolds Inc. 1990 - 1992
Skills
Administrative..., Office Management, Office Administration, Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Customer Service, PowerPoint, Research, Event Planning, Process Scheduler, Administration, Access, Spreadsheets, Telephone Skills, Invoicing, Time Management, QuickBooks, Teamwork, Accounts Payable, Lotus Notes, Accounts Receivable, Calendars, Payroll, Purchase Orders, Records Management, Bookkeeping, Liaison, Coordination, Contract Management, Team Building, Administrative..., Leadership, Strategic Planning, Project Management
Education
Rocky Mountain College 1988 — 1990
Bachelor's Degree, Economics/Business Management
Rocky Mountain College 1988 — 1990
Associate's Degree, Paralegal Studies
Trinity Health (HQ Michigan) December 2014 - Present
Agriland FS May 2013 - May 2014
Farm Bureau Insurance April 2012 - May 2013
Newmont Mining Corporation September 2008 - April 2012
Law Offices of Marvel & Kump April 2007 - September 2008
Elko County School District November 2003 - April 2007
Express Personnel Services 1994 - 1995
Dean Witter Reynolds Inc. 1992 - 1994
Dean Witter Reynolds Inc. 1990 - 1992
Skills
Administrative..., Office Management, Office Administration, Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Customer Service, PowerPoint, Research, Event Planning, Process Scheduler, Administration, Access, Spreadsheets, Telephone Skills, Invoicing, Time Management, QuickBooks, Teamwork, Accounts Payable, Lotus Notes, Accounts Receivable, Calendars, Payroll, Purchase Orders, Records Management, Bookkeeping, Liaison, Coordination, Contract Management, Team Building, Administrative..., Leadership, Strategic Planning, Project Management
Education
Rocky Mountain College 1988 — 1990
Bachelor's Degree, Economics/Business Management
Rocky Mountain College 1988 — 1990
Associate's Degree, Paralegal Studies
Joseph La Ferlita's Dean Witter Reynolds Inc. Experience 1993 - 1994
Job New Initiatives Specialist at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation 2011 - Present
The Depository Trust & Clearing Corporation 2004 - 2011
The Depository Trust & Clearing Corporation 2001 - 2004
USinternetworking, Inc 1998 - 2001
Danka Office Imaging / Leslie Systems 1994 - 1998
Dean Witter Reynolds Inc. 1993 - 1994
Education
LIU Post 1989 — 1993
Finance
The Depository Trust & Clearing Corporation 2011 - Present
The Depository Trust & Clearing Corporation 2004 - 2011
The Depository Trust & Clearing Corporation 2001 - 2004
USinternetworking, Inc 1998 - 2001
Danka Office Imaging / Leslie Systems 1994 - 1998
Dean Witter Reynolds Inc. 1993 - 1994
Education
LIU Post 1989 — 1993
Finance
Arlene Ward's Dean Witter Reynolds Inc. Experience 1995 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Somerset Hills Education Foundation 2009 - Present
Blue Sky MLS, Inc. 2011 - 2013
The Junior League of Morristown, Inc. 2006 - 2007
Sagemark Consulting 2004 - 2006
The Junior League of Morristown, Inc. 2000 - 2002
Sagemark Consulting 1999 - 2002
American Express Financial Advisors 1996 - 1999
Dean Witter Reynolds Inc. 1995 - 1996
Dean Witter Reynolds Inc. 1992 - 1995
Dean Witter Reynolds Inc. 1989 - 1992
Skills
Certified Public..., Certified Financial..., Series 3, Series 7,...
Education
New York University
Masters of Business Administration, Finance, General
Penn State University 1983 — 1987
Bachelor of Science (B.S.), Accounting, 3.5
Somerset Hills Education Foundation 2009 - Present
Blue Sky MLS, Inc. 2011 - 2013
The Junior League of Morristown, Inc. 2006 - 2007
Sagemark Consulting 2004 - 2006
The Junior League of Morristown, Inc. 2000 - 2002
Sagemark Consulting 1999 - 2002
American Express Financial Advisors 1996 - 1999
Dean Witter Reynolds Inc. 1995 - 1996
Dean Witter Reynolds Inc. 1992 - 1995
Dean Witter Reynolds Inc. 1989 - 1992
Skills
Certified Public..., Certified Financial..., Series 3, Series 7,...
Education
New York University
Masters of Business Administration, Finance, General
Penn State University 1983 — 1987
Bachelor of Science (B.S.), Accounting, 3.5
Paul Meldrum's Dean Witter Reynolds Inc. Experience November 1983 - September 1988
Job Financial Advisor at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP at America First Credit Union January 2015 - Present
CUNA Brokerage Services October 2008 - January 2015
Investor Game Plan LLC November 2007 - October 2008
TD Ameritrade August 2003 - November 2007
Charles Schwab December 1991 - December 2001
Dean Witter Reynolds Inc. November 1983 - September 1988
Skills
Finra Series 7, Finra Series 63, Finra Series 65, Finra Series 8, Insurance License:...
Education
Brigham Young University 1974 — 1980
Bachelor's Degree, Business Management. Emphasis in Marketing and Flinance
CUSO Financial Services, LP at America First Credit Union January 2015 - Present
CUNA Brokerage Services October 2008 - January 2015
Investor Game Plan LLC November 2007 - October 2008
TD Ameritrade August 2003 - November 2007
Charles Schwab December 1991 - December 2001
Dean Witter Reynolds Inc. November 1983 - September 1988
Skills
Finra Series 7, Finra Series 63, Finra Series 65, Finra Series 8, Insurance License:...
Education
Brigham Young University 1974 — 1980
Bachelor's Degree, Business Management. Emphasis in Marketing and Flinance
Marsha Holly's Dean Witter Reynolds Inc. Experience 1993 - 1995
Job Associate Vice President, Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2004 - Present
Lehman Brothers 1999 - 2003
Jennison Associates LLC 1997 - 1999
Morgan Stanley 1995 - 1997
Dean Witter Reynolds Inc. 1993 - 1995
Citi 1992 - 1993
Skills
Series 7, Series 63, Portfolio Management, Trusts, Trust Services, High Net Worth..., Asset Allocation, Investment Management, Investments
Education
McGill University 1987 — 1991
Bachelor of Arts (B.A.)
Collège Jean-de-Brébeuf 1985 — 1987
DEC - Sciences, lettres et art
Collège Jean de la Mennais 1981 — 1985
Bessemer Trust April 2004 - Present
Lehman Brothers 1999 - 2003
Jennison Associates LLC 1997 - 1999
Morgan Stanley 1995 - 1997
Dean Witter Reynolds Inc. 1993 - 1995
Citi 1992 - 1993
Skills
Series 7, Series 63, Portfolio Management, Trusts, Trust Services, High Net Worth..., Asset Allocation, Investment Management, Investments
Education
McGill University 1987 — 1991
Bachelor of Arts (B.A.)
Collège Jean-de-Brébeuf 1985 — 1987
DEC - Sciences, lettres et art
Collège Jean de la Mennais 1981 — 1985