Dean Witter Reynolds Inc.

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Dean Witter Reynolds Inc. Employees

Employee
Years
Job
Industry
Bob Behray Bob Behray San Francisco Bay Area Details
Bob Behray's Dean Witter Reynolds Inc. Experience 1982 - 1985
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2009 - Present
Wachovia Securities, LLC, a Predecessor Firm of Wells Fargo Advisors, LLC   2004 - 2009
Prudential Securities, Inc, a Predecessor Firm of Wells Fargo Advisors, LLC   1992 - 2004
Kidder, Peabody & Co. Inc.   1985 - 1992
Dean Witter Reynolds, Inc.   1982 - 1985

Skills
Retirement Planning, Investments, Retirement, 401k Rollovers, Estate Investment..., Asset Allocation, Investment Strategies, Fixed Income Strategies, Insurance

Education
The George Washington University   1978 — 1980
MBA, Finance and Investments

Santa Clara University   1974 — 1978
BS, Economics

Arlene Post, RCC Arlene Post, RCC United States Details
Arlene Post, RCC's Dean Witter Reynolds Inc. Experience 1985 - 1995
Job Vice President, Client Services at Venturion Career Management
Industry Professional Training & Coaching
Experience
Venturion Career Management   2014 - Present
Venturion   2012 - Present
Women and Wine on Wednesday   2011 - Present
Tech Bloc   2015 - 2015
San Antonio Human Resource Management Association  2013 - 2015
Norris Conference Centers   2007 - 2012
Earl Post Inc.   1996 - 2008
Salvation Army Centre of Hope  2004 - 2007
Dean Witter Reynolds, Inc.   1985 - 1995

Skills
Executive Coaching, Executive Development, Leadership, Strategic Planning, Business Networking, Recruiting, Entrepreneurship, Marketing Research, Community Outreach, Sustainability, Management, Career Counseling, Career Development, Career Management, Job Coaching, Training, Resume Writing, Organizational..., Job Search Strategies, Leadership Development, Coaching, Conflict Resolution, Project Management, Team Building, New Business Development, Nonprofits, Staff Development, Employee Training, Interviews, Start-ups, Time Management, Marketing Strategy, Social Media, Organizational..., Business Development, Small Business, Business Strategy, Interview Preparation, Career Development..., Strategy, Workshop Facilitation, Personal Development, Training Delivery, Key Account Management, Social Media Integration, Fundraising, Public Speaking, Performance Management, Talent Management, Onboarding

Education
The University of Texas-Pan American
B.S., Biology

Carlie Headapohl Carlie Headapohl Greater San Diego Area Details
Carlie Headapohl's Dean Witter Reynolds Inc. Experience May 1985 - August 1993
Job Founder at Your Money Advocate
Industry Financial Services
Experience
Your Money Advocate   October 2013 - Present
VC Privé   July 2012 - March 2013
Castle Creek Capital   March 2005 - December 2011
Prologis, Inc.   April 1994 - September 2000
AMB Institutional Realty Partners   April 1994 - September 2000
Dean Witter Reynolds Inc  May 1985 - August 1993

Skills
Certified Divorce..., Personal Financial..., Financial Lifestyle..., Analyzing Complex Asset..., Real Estate Investment, Family Law, Financial Modeling, Cash Management, Private Equity, Due Diligence, Portfolio Management, Investor Relations, Investment Banking, Private Placements, Corporate Governance, Capital Markets

Education
University of California, Berkeley   1981 — 1985
BS, Finance and Accounting

Judi Proctor Judi Proctor Charlotte, North Carolina Area Details
Judi Proctor's Dean Witter Reynolds Inc. Experience June 1989 - June 1991
Job Assistant Vice President, Senior Registered Client Associate, The Kepley Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  August 1996 - Present
Royal Insurance, Charlotte NC   1991 - 1996
Dean Witter Reynolds Inc.   June 1989 - June 1991

Skills
Series 7, Series 63, Series 65, series 9, series 10, Notary Public, Financial Advisory, Asset Allocation, FINRA, Brokerage, Investment Strategies, Trading, Retirement, Customer Service

Education
State University of New York at Albany   1983 — 1987

John J. Robb John J. Robb Mobile, Alabama Area Details
John J. Robb's Dean Witter Reynolds Inc. Experience June 1991 - July 1994
Job Financial Advisor/Branch Manager
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   2003 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2002 - Present
A.G. Edwards & Sons, Inc.   July 1994 - May 2002
Dean Witter Reynolds, Inc.   June 1991 - July 1994
First Securities Company, Bond Division of First Horizon Bank   December 1986 - June 1991
WALA TV  March 1982 - November 1986
WLEX-TV  January 1981 - March 1982
WVLK AM FM   September 1979 - January 1981
WWKY   September 1978 - September 1979
WOMI AM FM   January 1978 - August 1978

Skills
Securities, Estate Planning, Uniform Combined State..., Wealth Management, Insurance, Mutual Funds

Education
Spring Hill College   2001 — 2008
M.A., Theology

Fordham University   1972 — 1976
B.A., Communications

David Hankin, CFP® David Hankin, CFP® Citrus Heights, California Details
David Hankin, CFP®'s Dean Witter Reynolds Inc. Experience April 1995 - June 1998
Job Financial Advisor at GLH&C Financial Services
Industry Financial Services
Experience
GLH&C Financial Services   June 2001 - Present
WM Financial Servicers   May 1998 - June 2001
Dean Witter Reynolds, Inc.   April 1995 - June 1998

Skills
Wealth Management, Finance, IRAs, Retirement, Strategic Financial..., 401k, Retirement Planning, Small Business, Fixed Annuities, Estate Planning, Life Insurance, Fixed Income, Tax Free Income, Employee Benefits

Education
California State University-Sacramento
Bachelor of Science (BS), Marketing

College for Financial Planning
Certified Financial Planner, CFP®

JoAnne Zimmerman JoAnne Zimmerman Sarasota, Florida Area Details
JoAnne Zimmerman's Dean Witter Reynolds Inc. Experience 1989 - 1996
Job Sales Associate at Premier Sotheby's International Realty
Industry Real Estate
Experience
Premier Sotheby's International Realty  August 2009 - Present
RealtyOne Florida   2006 - 2009
ResortQuest Southwest Florida   2005 - 2006
Wagner Realty  2003 - 2005
Raymond James & Associates, Inc.   1995 - 2003
Dean Witter Reynolds, Inc.   1989 - 1996

Skills
Sellers, Relocation, Luxury, Condos, Investment Properties, Short Sales, New Home Sales, Residential Homes, First Time Home Buyers, Single Family Homes, Selling, Listings, Foreclosures, REO, Real Estate Development, Investments, Negotiation, Sales, Waterfront, Commercial Real Estate, Contract Negotiation, Vacation Homes, Real Property, Buyer Representation, Investors, Referrals, Real Estate, Buyers, Real Estate Transactions, New Homes, Townhomes, SFR

Education
Manatee Community College   1985 — 1987
N/A, Radiology

Manatee High School   1984 — 1985
High School Diploma

Brian Lunceford Brian Lunceford Boston, Massachusetts Details
Brian Lunceford's Dean Witter Reynolds Inc. Experience November 1998 - September 1999
Job First Vice President, Associate Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  March 2014 - Present
Wells Fargo Advisors, LLC  May 2007 - March 2014
Merrill Lynch  September 1999 - May 2007
Dean Witter Reynolds Inc.   November 1998 - September 1999

Education
University of Pittsburgh   1988 — 1992

Thomas Thurmond Thomas Thurmond Greater New Orleans Area Details
Thomas Thurmond's Dean Witter Reynolds Inc. Experience January 1990 - January 1997
Job Senior Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  July 2007 - Present
Morgan Stanley  January 2001 - July 2007
Morgan Stanley  January 1997 - January 2001
Dean Witter Reynolds Inc.   January 1990 - January 1997
Dean Witter Reynolds Inc.   April 1985 - January 1990

Skills
Listening to Client..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial...

Education
The University of Memphis   1968 — 1972
BSCE, Civil Engineering, Cum Laude

Memphis Central High   1965 — 1968
Diploma, Science & Math, 3.65

Frank Amato Frank Amato Akron, Ohio Details
Frank Amato's Dean Witter Reynolds Inc. Experience April 1995 - December 1996
Job Private Investor
Industry Financial Services
Experience
JPMorgan Chase  March 2008 - March 2015
Bear Stearns  May 2007 - March 2008
JPMorgan Chase  December 1996 - March 2007
Dean Witter Reynolds Inc.   April 1995 - December 1996
Nonferrous Metals (USA) Inc (subsidiary of CNIEC Beijing)   October 1993 - April 1995

Skills
Trading, Options, Derivatives, Commodity, Hedging, Base Metals, Precious Metals, Electronic Trading, Trading Systems, Proprietary Trading, Equity Derivatives, Low Latency Trading, Structured Products, PnL Management, Swaps, FX Options, Commodity Pricing, Fixed Income, Commodity Markets, Commodity Risk...

Education
Syracuse University   1989 — 1993
B.S., Information Studies

Padua Franciscan High School

David Brocksmith David Brocksmith Vero Beach, Florida Details
David Brocksmith's Dean Witter Reynolds Inc. Experience September 1987 - August 1992
Job Sales & Commodity Manager Seald Sweet
Industry Farming
Experience
Seald Sweet   September 2011 - Present
DNE World Fruit Sales   September 1996 - August 2011
Orchid Island Juice Company  August 1992 - September 1996
Dean Witter Reynolds Inc.   September 1987 - August 1992

Skills
Sales, Sales Management, Fresh Produce, Product Management, Business Development, Business Strategy, Strategic Planning, Negotiation, Citrus, Grapes, Leadership, Supply Chain, Food, Forecasting, Retail, Management, Pricing, Purchasing, Inventory Management

Education
University of Central Florida   1984 — 1987
Bachelor of Arts (B.A.), Political Science and Government

Karen Behla Rendleman Karen Behla Rendleman Charlottesville, Virginia Area Details
Karen Behla Rendleman's Dean Witter Reynolds Inc. Experience 1984 - 1987
Job Senior Associate Vice President, University of Virginia, Health System Development
Industry Philanthropy
Experience
University of Virginia Health System  July 2006 - Present
University of Virginia Health System  1998 - 2006
University of Virginia  1994 - 1997
McIntire School of Commerce, University of Virginia  1988 - 1993
Dean Witter Reynolds, Inc.   1984 - 1987

Skills
Fundraising, Volunteer Management, Non-profit Boards, Strategic Communications, Staff Development, Non-profits, Campaign Strategies, Higher Education..., Grant Writing, Research, Community Outreach, Leadership, Philanthropy, Higher Education, Non-profit..., Program Development, Grants, Healthcare, Program Evaluation, Public Speaking, Nonprofits

Education
University of Virginia   1989 — 1993
M.A., Public Administration

Georgetown University   1980 — 1984
B.S. Foreign Service, International Economics; Finance and Commerce

Joanna (Jodie) Penner Joanna (Jodie) Penner San Francisco Bay Area Details
Joanna (Jodie) Penner's Dean Witter Reynolds Inc. Experience August 1987 - February 1989
Job Director of Advancement at Notre Dame High School, Belmont
Industry Fund-Raising
Experience
Notre Dame High School, Belmont  August 2015 - Present
Society of St. Vincent de Paul of San Mateo County  June 2012 - June 2015
Society of St. Vincent de Paul of San Mateo County  March 2012 - May 2012
St. Thomas the Apostle School  May 2011 - March 2012
Notre Dame Elementary School  August 2008 - December 2010
PaineWebber, Inc.   June 1992 - January 1998
Oppenheimer and Co., Inc.   July 1990 - June 1992
Bersec International   February 1989 - July 1990
Dean Witter Reynolds, Inc.   August 1987 - February 1989

Skills
Annual Giving, Non-profits, Fundraising, Grant Writing, Community Outreach, Nonprofits, Fundraisers, Newsletters, Public Relations, Philanthropy, Marketing, Stewardship, Grants, Planned Giving, Volunteer Management, Prospect Research, Sponsorship, Non-profit..., Alumni Relations, Capital Campaigns, Program Development, Board Development, Community Development, Community Organizing, Volunteer Training

Education
University of California, Los Angeles   1983 — 1987
BS, Bachelor of Science, Applied Mathematics/Economics

Todd Mackey Todd Mackey Greater Los Angeles Area Details
Todd Mackey's Dean Witter Reynolds Inc. Experience August 1987 - July 1989
Job Cofounder, President & COO at GoGuardian
Industry Internet
Experience
GoGuardian  March 2014 - Present
Hermosa Strand Capital   October 2013 - March 2014
GonnaBe  October 2012 - August 2013
Parker Hannifin  June 2008 - June 2010
Titan Industries (South Gate, CA)   March 1999 - June 2008
Perimeter Industries   June 1991 - October 2003
Summer Storage   March 1990 - July 1991
Dean Witter Reynolds, Inc.   August 1987 - July 1989

Skills
Product Development, Business Strategy, Start-ups, Strategic Planning, Social Media, Scale-up, Manufacturing, Executive Management, New Business Development, Acquisitions, Acquisition Integration, Negotiation, Operations Management, Team Building, Entrepreneurship, Strategic Partnerships, Business Development, P&L Responsibility, Performance Management, Leadership, P&L Management, Product Management, Sales, Strategy, Business Planning, Competitive Analysis, Venture Capital, Selling, Cross-functional Team..., Management Consulting

Education
UCLA Anderson School of Management   1989 — 1991
MBA, Entrepreneurial Studies

San Diego State University-California State University   1982 — 1987
B.S., Business Administration, Finance

Richard Prati Richard Prati New Smyrna Beach, Florida Details
Richard Prati's Dean Witter Reynolds Inc. Experience June 1993 - June 1994
Job CEO of Life Care Medical Devices (LCMD)
Industry Medical Devices
Experience
Life Care Medical Devices Limited   November 2013 - Present
PVG Asset Management Corp.   October 2013 - Present
Centennial Brands   January 2015 - Present
Prati Management   February 2012 - Present
Sterne Agee  December 2010 - January 2012
Broadpoint Gleacher  October 2008 - October 2010
American Technology Research, Inc.   2002 - 2008
SoundView Technology Group  June 1996 - February 2002
SBC Warburg  June 1994 - June 1996
Dean Witter Reynolds Inc.   June 1993 - June 1994

Skills
Equities, Investments, Strategic Planning, Hedge Funds, Valuation, Equity Research, Capital Markets, Investment Banking, Financial Modeling, Asset Management, Portfolio Management, Management, Financial Analysis, Research, Fixed Income, Venture Capital, Public Relations, Series 7, Bloomberg, Alternative Investments, Trading, Strategy, Public Speaking, Medical Devices, Medical Terminology, Entrepreneurship..., Creative..., Public Policy, Turnaround Strategy, Turn Around Management, Turnaround Experience, Microsoft Office

Education
University of Rochester - Simon Business School   1991 — 1993
MBA, Finance

Vanderbilt University   1985 — 1989
BS, Economics

Nicki Graham Nicki Graham Los Angeles, California Details
Nicki Graham's Dean Witter Reynolds Inc. Experience May 1997 - August 1997
Job Communications Director at Lime Tree Productions
Industry Health, Wellness and Fitness
Experience
Lime Tree Productions   April 2006 - Present
ECFMG  April 2003 - April 2006
Accenture  April 2000 - October 2002
Alcatel-Lucent  May 1999 - August 1999
Dean Witter Reynolds, Inc.   May 1997 - August 1997

Education
Texas A&M University   1995 — 1999
Bachelor of Business Administration (BBA), Management Information Systems, General and Finance

Eric Glass Eric Glass San Francisco Bay Area Details
Eric Glass's Dean Witter Reynolds Inc. Experience March 1989 - August 1991
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  February 2000 - Present
Bank of America  January 1994 - February 2000
Dean Witter Reynolds, Inc.   March 1989 - August 1991

Skills
Capital Markets, Investment Banking, Private Equity, Equities, Investments, Corporate Development, Alternative Investments, Venture Capital, Mergers, Series 7, Valuation, Corporate Finance, Asset Managment, IPO, Due Diligence, Financial Analysis, Fixed Income, Hedge Funds, Equity Derivatives, Financial Modeling

Education
University of Chicago   1991 — 1993
MBA, Finance and Accounting

University of California, Los Angeles   1984 — 1989
BA, Economics

Tracy Hardaway Tracy Hardaway Greenville, South Carolina Area Details
Tracy Hardaway's Dean Witter Reynolds Inc. Experience December 1988 - January 1994
Job Vice President at UBS
Industry Financial Services
Experience
UBS  January 1994 - Present
Dean Witter Reynolds Inc.   December 1988 - January 1994

Education
University of South Carolina-Columbia   1967 — 1971
Bachelor of Arts (B.A.), Journalism

Jo Lynn Grooms, CRC® Jo Lynn Grooms, CRC® Houston, Texas Details
Jo Lynn Grooms, CRC®'s Dean Witter Reynolds Inc. Experience January 1984 - January 1988
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 1988 - Present
Dean Witter Reynolds Inc.   January 1984 - January 1988

Education
Texas A&M University   1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance

Stephen Eubanks Stephen Eubanks Bellevue, Nebraska Details
Stephen Eubanks's Dean Witter Reynolds Inc. Experience 1986 - 1989
Job Area sales manager
Industry Furniture
Experience
Allstate  November 2013 - Present
furniture sales   March 1994 - April 2015
Dean Witter Reynolds Inc.   1986 - 1989
Bankers Life nebraska (Ameritas)   1983 - 1985

Skills
Retail, Product Development, Sales, Selling, Sales Management, Marketing Strategy, Management, Account Management, Furniture, Strategic Planning, Budgets, Sales Process, Sales Operations, Business Development, Training, New Business Development, Product Marketing, Furnishings, Inventory Management, Negotiation, Operations Management, Marketing Management, B2B, achiever, Competition,..., Customer Relationship..., Series 6, Series 63, Life & Health Insurance..., Property & Casualty...

Education
University of Nebraska at Omaha
bachelors, Economics/Finance

Michael LeSeur Michael LeSeur Greater New York City Area Details
Michael LeSeur's Dean Witter Reynolds Inc. Experience March 1996 - November 1996
Job Fund Accounting Specialist: I am currently looking for a position with a hedge fund advisor or administrator
Industry Financial Services
Experience
I am currently looking for a position with a hedge fund advisor or administrator   Vice President, Fund Accounting SolutionsCACEIS
CACEIS (USA) Inc.   April 2006 - March 2010
CACEIS (USA) Inc.   February 1997 - April 2006
Dean Witter Reynolds, Inc.   March 1996 - November 1996
Mitchell Hutchins Asset Management Inc. ( a subsidiary of PaineWebber Inc.)   November 1990 - March 1996

Education
University of Notre Dame   1977 — 1980
BBA, Finance

Carlene Spiegel Carlene Spiegel Greater New York City Area Details
Carlene Spiegel's Dean Witter Reynolds Inc. Experience March 1985 - April 1987
Job Senior Director, Absolute Value LLC
Industry Information Services
Experience
Absolute-Value LLC   March 2013 - Present
BuzzBack Market Research  April 2007 - January 2013
GE Capital  November 1992 - February 1995
Commerzbank AG  September 1988 - May 1990
CIBC  April 1987 - June 1988
Dean Witter Reynolds, Inc.   March 1985 - April 1987
CARROLL McENTEE & McGINLEY, INC.   July 1979 - March 1985

Skills
Client Development, Quantitative Research, Market Research, New Business Development, Customer Insight, Marketing Research, Online Research, Qualitative Research, Account Management

Education
Fairleigh Dickinson University
BS, Economics & Finance, Cum Laude

Pascack Hills High School

Thomas McGivern Thomas McGivern San Francisco, California Details
Thomas McGivern's Dean Witter Reynolds Inc. Experience 1989 - 1997
Job Institutional Equity Sales at 86Research Ltd.
Industry Investment Banking
Experience
86Research Ltd.   August 2015 - Present
Evercore Partners  March 2012 - March 2015
Collins Stewart  September 2011 - April 2012
Susquehanna International Group (SIG)   April 2007 - January 2011
Nollenberger Capital Partners  November 2005 - April 2007
Fulcrum Global Partners  September 2001 - November 2005
Furman Selz LLC  1998 - 2001
UBS  1997 - 1999
Dean Witter Reynolds, Inc.   1989 - 1997

Skills
NASD - Series 7, 24,..., Equity Research, Hedge Funds, Series 7, Capital Markets, Equities

Education
Harvard University
Bachelor of Arts, English and American Literature

Choate Rosemary Hall

Bjorn Hagelmann Bjorn Hagelmann Houston, Texas Area Details
Bjorn Hagelmann's Dean Witter Reynolds Inc. Experience June 1994 - January 1996
Job Chief Operating Officer at MRE Consulting
Industry Executive Office
Experience
MRE Consulting  July 2009 - Present
MRE Consulting, Ltd.   February 2009 - June 2009
Strategic Energy  April 2003 - June 2008
Enron Corporation  March 1999 - April 2003
Koch Industries, Inc.   January 1996 - March 1999
Dean Witter Reynolds, Inc.   June 1994 - January 1996

Skills
Strategic Planning, Risk Management, Financial Risk, Mergers & Acquisitions, Management, Market Risk, Credit Risk, Trading, Commodity, Insurance, Leadership, Forecasting, Strategy, Training, Energy, Policy, Operations Management, Derivatives, Natural Gas, Commodity Markets, Consulting, Internal Controls, Cross-functional Team..., Portfolio Management, Integration, Financial Modeling, Sales, Credit, Options

Education
Wichita State University   1993 — 1995
MBA, Finance

Hastings College   1991 — 1993
BA, Emphasis: Marketing, Finance, Human Resource Management

Cloud County Community College   1989 — 1991
AA, Business

Charles Sax Charles Sax Greater New York City Area Details
Charles Sax's Dean Witter Reynolds Inc. Experience April 1989 - December 1991
Job CFO, VP & Treasurer at Broadridge Business Process Outsourcing, LLC
Industry Financial Services
Experience
Broadridge Business Process Outsourcing, LLC  January 2013 - Present
Ridge Clrg & Outsourcing Solutions, Inc. (f/k/a ADP Clrg & Outsrcng Svcs, Inc.), a sub of Broadridge   October 2004 - December 2012
Quick & Reilly/Fleet Sec's, Inc.,Bk of America sub-acqrd frm FltBstn F'ncl Corp(sbsqntly ADP acqrd)   October 2000 - October 2004
Chase Securities, Inc.   July 1997 - October 2000
Goldstein Golub Kessler & Company, P.C.   December 1996 - July 1997
Deutsche Morgan Grenfell Inc.   February 1994 - December 1996
Mabon Securities Corporation   December 1991 - February 1994
Dean Witter Reynolds, Inc.   April 1989 - December 1991
Manufacturers Hanover Securities Corporation   January 1987 - March 1989
Manufacturers Hanover Securities Corporation   February 1985 - January 1987

Skills
Reporting & Analysis, Accounting, Regulatory Reporting, Securities, Financial Reporting, Cash Management, Insurance, Executive Management, Risk Management, Internal Audit, Financial Risk, Equities, Trading Systems, Strategic Financial..., Investments, Hedge Funds, Fixed Income, Due Diligence, FINRA, Financial Services, Finance, Trading, Banking, Financial Markets, Account Reconciliation, Auditing, Analysis, Middle Office, Credit, Financial Planning

Education
Pace University - Lubin School of Business   1985 — 1992
Master of Business Administration (M.B.A.), Finance, Overall GPA 3.43

Northeastern University   1975 — 1980
Bachelor's Degree, Accounting, Major GPA 3.50; Graduated With Honor

Herricks High School   1972 — 1975
High School Diploma, Liberal Arts

Gregory Williamson Gregory Williamson Greater Philadelphia Area Details
Gregory Williamson's Dean Witter Reynolds Inc. Experience 1983 - 1991
Job Director of Business Development at Momento USA
Industry Information Technology and Services
Experience
DLC  2009 - 2014
Jefferson Wells / Experis   2004 - 2013
The CFO Alliance   2011 - 2012
DIVERSANT, LLC  2010 - 2011
AC Lordi  2008 - 2009
Banister International  2001 - 2004
Robert Half Finance & Accounting  2000 - 2001
Conti Mortgage Direct   1996 - 1999
The Jordan Company  1992 - 1995
Dean Witter Reynolds Inc.   1983 - 1991

Education
University of Notre Dame
Bachelor of Arts (B.A.), Economics

University of Notre Dame
Bachelor of Arts (B.A.), Psychology

Jennifer Bookstaver Jennifer Bookstaver Greater New York City Area Details
Jennifer Bookstaver's Dean Witter Reynolds Inc. Experience June 1990 - December 1992
Job Readmissions Coordinator at Berkeley College
Industry Executive Office
Experience
Berkeley College  December 2014 - Present
Keller Williams Realty, Inc.   July 2013 - Present
Church of the Presentation  2005 - Present
Berkeley College  August 2009 - December 2014
Group DCA  2007 - 2009
Terrie O'Connor Realtors  August 1996 - January 2002
Burgdorff, Realtors  June 1993 - August 1996
William E. Simon & Sons, Inc   January 1992 - January 1993
Dean Witter Reynolds, Inc.   June 1990 - December 1992

Skills
Public Speaking, Public Relations, Sales, Leadership, Editing, Community Outreach, Marketing, Real Estate, Management, Customer Service, Business Development, Marketing Strategy, Direct Marketing, Event Planning, New Business Development

Education
Purdue University   1986 — 1990
BA, Communications, Public Relations

Gerard Freeh Gerard Freeh Tucson, Arizona Details
Gerard Freeh's Dean Witter Reynolds Inc. Experience March 1993 - February 1998
Job Vice President Wealth Management, UBS Financial Services,INC
Industry Financial Services
Experience
UBS Financial Services Inc.  November 2008 - Present
Wachovia Securities LLC  December 2000 - November 2008
US Bancorp Piper Jaffay   February 1998 - December 2000
Dean Witter Reynolds Inc.   March 1993 - February 1998

Education
University of Arizona   1977 — 1981
Bachelor of Science in Business Administration, Finance and Accounting

Jon Prescott Jon Prescott Greater New York City Area Details
Jon Prescott's Dean Witter Reynolds Inc. Experience July 1985 - June 1987
Job Proprietary Equity Trader
Industry Financial Services
Experience
Self Employed  January 2013 - Present
Direct Access Partners  March 2012 - December 2012
ITG  January 1994 - August 2011
Mabon Securities Corporation   June 1992 - December 1994
Mabon Securities Corporation   September 1990 - May 1992
Prudential-Bache Securities  June 1987 - August 1990
Dean Witter Reynolds, Inc.   July 1985 - June 1987
Federal Home Loan Bank of NY   June 1983 - June 1985
The Bank Mart/City Savings Bank   September 1980 - May 1983

Skills
Asset Managment, Hedge Funds, Trading, Trading Strategies, Portfolio Management, Asset Management, Equity Trading, Financial Services, Investment Strategies, Equities, Market Data, Investments, Series 7, ETFs, Mutual Funds, Capital Markets

Education
University of Dayton   1976 — 1980
BS, Accounting

Randy Petersen Randy Petersen Wayzata, Minnesota Details
Randy Petersen's Dean Witter Reynolds Inc. Experience June 1986 - October 1989
Job Vice President Wealth Management, Financial Advisor with 29 years of experience
Industry Financial Services
Experience
UBS Financial Services  July 2006 - Present
Piper Jaffray, Inc.   November 1989 - August 2006
Dean Witter Reynolds, Inc.   June 1986 - October 1989

Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Series 7, Retirement, Strategic Planning, Asset Allocation

Education
St. Olaf College   1980 — 1984
BA, Religion, Political Science

Michael Ferraiuolo Michael Ferraiuolo Greater New York City Area Details
Michael Ferraiuolo's Dean Witter Reynolds Inc. Experience 1994 - 1995
Job
Industry Executive Office
Experience
EisnerAmper LLP  2006 - 2007
IPSA International  2003 - 2006
Yohalem Gillman & Co.   1998 - 2003
Summit Bancorporation   1996 - 1998
First Union National Bank  1995 - 1996
Dean Witter Reynolds Inc.   1994 - 1995
Magazines and More, inc   1991 - 1994
A.G. Edwards & Sons, Inc.   1982 - 1991

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Investments, Equities, Private Banking, Private Equity, Fixed Income, Hedge Funds, Employee Management, Diversified Background, Result Oriented, New Business Development, Business Services, Negotiation, Wealth Management, Strategic Partnerships, Sales

Education
University of Northern Colorado   1971 — 1975
Bachelor's degree, Communication and Media Studies

Larry Oshinsky Larry Oshinsky Greater New York City Area Details
Larry Oshinsky's Dean Witter Reynolds Inc. Experience September 1988 - December 1989
Job Strategic Property Insurance Solutions
Industry Insurance
Experience
Oshin Group, LLC   January 2010 - Present
Global Adjustment Services, Inc.   January 1996 - December 2009
R. Oshinsky & Company, Inc.   January 1990 - December 1995
Dean Witter Reynolds Inc.   September 1988 - December 1989
Halpert Oberst & Company   August 1986 - September 1988

Skills
Catastrophic Adjustment..., Pre-Catastrophe..., Insurable Asset Review..., All lines Insurance...

Education
The George Washington University - School of Business   1982 — 1986
Bachelor of Accountancy

Walter D. Roberts Walter D. Roberts Greater Boston Area Details
Walter D. Roberts's Dean Witter Reynolds Inc. Experience 1992 - 1998
Job Senior Vice President Complex Manager. Southern New Hampshire Complex at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  September 2008 - Present
Wachovia Securities LLc  2003 - 2008
Prudential Securities LLc   1998 - 2003
Dean Witter Reynolds, Inc.   1992 - 1998
Dean Witter Reynolds, Inc.   1989 - 1992
Dean Witter Reynolds, Inc.   1982 - 1989
Bache and Prudential Bache Securities   1979 - 1982

Skills
Series 7, Investments, Series 65, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, FINRA, Securities, ETFs, Financial Advisory, Financial Services, Equities

Education
The University of New Mexico   1974 — 1977
BA, Speech Communications

University of Miami   1973 — 1974
Mass Communications

New Trier West   1969 — 1973
H.S. Diploma

Evan Wildstein Evan Wildstein Mount Kisco, New York Details
Evan Wildstein's Dean Witter Reynolds Inc. Experience June 1993 - September 1994
Job Partner at Kohlberg & Company
Industry Venture Capital & Private Equity
Experience
Kohlberg & Company  September 1994 - Present
Dean Witter Reynolds Inc.   June 1993 - September 1994

Skills
Recapitalizations, Venture Capital, LBO, Mergers, Private Equity, Valuation, Investment Banking, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Business Strategy, Financial Analysis, Strategy

Education
University of Michigan Business School   1989 — 1993
Bachelor of Business Administration (BBA), Business/Commerce, General

Richard P. Simon Richard P. Simon New York, New York Details
Richard P. Simon's Dean Witter Reynolds Inc. Experience September 1986 - April 1988
Job Vice President Treasury Marketing/Fixed Income Sales at Intesa Sanpaolo SPA
Industry Banking
Experience
Intesa Sanpaolo SPA   July 2012 - Present
RBS Global Banking & Markets  January 2000 - December 2011
National Westminster Bank, PLC  March 1995 - December 1999
National Westminster Bank, PLC  March 1989 - March 1995
Shearson Lehman Hutton, Inc  May 1988 - February 1989
Dean Witter Reynolds, Inc  September 1986 - April 1988

Skills
Money Market, Banking, Liquidity, Funding, Securities, Fixed Income, Cash Management, Finance, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Treasury Management, Currency, Investments, Trading

Education
State University of New York at Oswego   1982 — 1986
Bachelor of Science Degree, Business Administration

R. Mark Pennington, CIMA R. Mark Pennington, CIMA Greater New York City Area Details
R. Mark Pennington, CIMA's Dean Witter Reynolds Inc. Experience April 1987 - March 1989
Job Partner at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC   October 2012 - Present
Lord, Abbett & Co. LLC   October 2005 - October 2012
Lord, Abbett & Co. LLC   October 1999 - October 2005
Lord, Abbett & Co. LLC   October 1996 - October 1999
Lord, Abbett & Co. LLC   October 1990 - October 1996
Lord, Abbett & Co. LLC   March 1989 - October 1990
Dean Witter Reynolds Inc.   April 1987 - March 1989
Dean Witter Reynolds Inc.   August 1984 - May 1986

Education
The University of Texas at Austin   1980 — 1984
BA, Business/Finance

Jeff Hoyer Jeff Hoyer Libby, Montana Details
Jeff Hoyer's Dean Witter Reynolds Inc. Experience October 1984 - December 1989
Job Financial Consultant at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America  January 1990 - Present
Dean Witter Reynolds, Inc.   October 1984 - December 1989

Skills
Asset Management, Estate Planning, Finance, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Series 7, Financial Planning, Securities, Investments, Portfolio Management, Strategic Planning, Series 63, Management, Life Insurance, Financial Analysis, Banking

Education
Montana State University-Billings
MS, Information Systems

University of Montana   1981 — 1982

Arizona State University   1980 — 1980

Whitman College   1979 — 1980

Martha Lerner Martha Lerner Greater New York City Area Details
Martha Lerner's Dean Witter Reynolds Inc. Experience January 1989 - October 1989
Job Director of Marketing and Community Relations, Rockland Conservatory of Music
Industry Nonprofit Organization Management
Experience
Rockland Conservatory of Music  September 2011 - Present
East Ramapo Central School District  September 1999 - June 2011
Coldwell Banker Residential Brokerage  2007 - 2011
Citibank  November 1991 - December 1998
Paine Webber Inc  September 1989 - October 1991
Dean Witter Reynolds, Inc  January 1989 - October 1989
L.F. Rothschild   1986 - 1989
Fannie Mae  1979 - 1985

Skills
Public Speaking, Strategic Planning, Marketing Strategy, Fundraising, Team Building, Non-profits, Account Management, Negotiation, Marketing, Event Planning, Business Strategy, Microsoft Office, Management Consulting, PowerPoint, Research, Social Media, Public Relations, Program Development, Nonprofits, Leadership

Education
New York University - Leonard N. Stern School of Business   1979 — 1984
B.S., Finance

State University of New York at Albany   1975 — 1976

Linda Cavalli Nelson Linda Cavalli Nelson Bend, Oregon Details
Linda Cavalli Nelson's Dean Witter Reynolds Inc. Experience 1988 - 1993
Job Business Development & Marketing Strategist
Industry Information Technology and Services
Experience
Smith Rock Resources, LLC   September 2011 - Present
Triple Gold Health   January 2014 - Present
Nantrak Industries (nantrak.com)   January 2013 - Present
DocsInk   November 2013 - December 2014
HiTech Doctors, LLC   August 2013 - January 2014
SIGNET LLC   1996 - September 2011
nanoEdge Technologies, LLC   September 2009 - July 2010
Hofmann van der Woude & Associates   1994 - 1996
Dean Witter Reynolds, Inc.   1988 - 1993
Savance Corporation   1986 - 1988

Skills
Start-ups, Business Strategy, Venture Capital, Strategic Planning, Entrepreneurship, Strategic Partnerships, Strategy, Management Consulting, Legislative Relations, Due Diligence, Business Analysis, Business Planning, Business Development, Portfolio Management, Investments, Market Analysis, Market Research, International Business, Finance, Valuation, Management, Consulting, Leadership, Product Development, Mergers & Acquisitions, Change Management, Marketing, Restructuring, Executive Management, Corporate Development, Competitive Analysis, Strategic Consulting, Analysis, Private Equity, Small Business, Investment Banking, Cross-functional Team..., Project Management, Strategic Thinking, Go-to-market Strategy, Analytics

Education
University of California, Davis   1978 — 1983
B.A., with highest honors, Economic Development/International Relations

Jim Carr, Jr. Jim Carr, Jr. Greater Detroit Area Details
Jim Carr, Jr.'s Dean Witter Reynolds Inc. Experience September 1985 - August 1990
Job Investor
Industry Investment Management
Experience
Children's Hospital of Michigan Foundation  2004 - Present
Carr Investment Company   May 2000 - Present
Carr Investment Company   September 1990 - May 2000
Dean Witter Reynolds, Inc.   September 1985 - August 1990
Michigan Department of Natural Resources  June 1984 - September 1985
Geophysical Service, Inc.   September 1981 - August 1982

Skills
Strategic Planning, Business Strategy, Account Management, Financial Analysis

Education
Michigan State University - The Eli Broad College of Business   1988 — 1990
MBA, Finance

Michigan State University   1982 — 1985
MS, Geological Sciences

Albion College   1977 — 1981
BA, Geological Sciences

Michigan State University
Post Bachelor Teacher Certification, Secondary Education and Teaching

Frank A. Brown, Jr., MBA Frank A. Brown, Jr., MBA Allentown, Pennsylvania Area Details
Frank A. Brown, Jr., MBA's Dean Witter Reynolds Inc. Experience January 1988 - December 1989
Job
Industry Information Technology and Services
Experience
Eduplanet21   September 2014 - Present
Shared Growth, Inc.   July 2014 - Present
SunGard Public Sector  February 2005 - December 2012
Bristol-Myers Squibb Medical Imaging  January 1999 - January 2005
Beckman Coulter, Inc  January 1995 - January 1998
Lanier Worldwide  January 1992 - January 1995
Black & Decker Corporation  January 1990 - January 1992
Dean Witter Reynolds, Inc  January 1988 - December 1989

Education
University of New Haven   1997 — 1999
MBA, Marketing

University of Bridgeport   1983 — 1987
BS, Accounting

Christopher Stagg Christopher Stagg Greater New York City Area Details
Christopher Stagg's Dean Witter Reynolds Inc. Experience September 1986 - September 1987
Job Vice President of Software Development at Martindale LLC.
Industry Information Technology and Services
Experience
Martindale LLC.  November 2013 - Present
LexisNexis Martindale-Hubbell  September 2002 - October 2013
Cendant  April 2002 - September 2002
Cylogix, Inc.   April 2001 - January 2002
Event Zero, Inc.   January 2000 - January 2001
IDD Enterprises, L.P. (a Dow Jones company)   September 1987 - January 2000
Dean Witter Reynolds, Inc.   September 1986 - September 1987
AT&T Bell Laboratories  August 1984 - September 1986

Skills
Offshore Software..., Agile Methodologies, SDLC, Agile Project Management, Software Project..., Requirements Analysis, Cloud Computing, Web Services, Software Development, JavaScript, Web Applications, Cross-functional Team..., Scrum, Analytics, XML, AJAX, SEO, Website Development, Web Analytics, Team Building, Enterprise Software, Quality Assurance, Leadership

Education
Hope College   1980 — 1984
Bachelors, Computer Science

Les Goldstein Les Goldstein Greater Chicago Area Details
Les Goldstein's Dean Witter Reynolds Inc. Experience September 1983 - December 1989
Job President at Personal Financial Strategies, Inc.
Industry Financial Services
Experience
Personal Financial Strategies, Inc.   April 1997 - Present
Edwin C. Blitz Investments   1990 - 1996
Dean Witter Reynolds, Inc.   September 1983 - December 1989

Education
University of Illinois at Urbana-Champaign   1981 — 1983
M.B.A., Finance

Indiana University Bloomington   1977 — 1981
B.A., Economics

Indiana University Bloomington   1977 — 1981
B.A., Russian Language and Literature

Michael Borut Michael Borut New York, New York Details
Michael Borut's Dean Witter Reynolds Inc. Experience June 1992 - December 1998
Job Executive Director & Head of Retail Syndicate at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley  December 1998 - Present
Dean Witter Reynolds, Inc.   June 1992 - December 1998

Skills
Capital Markets, Trading, DCM, Underwriting, Fixed Income, Structured Products, Preferred Stock, Hybrid Capital, Syndicate, $25 Par Securities, Brokered CDs, Bonds, Series 24, Prime Brokerage, Equities, Investment Banking, Electronic Trading, Securities, Options, Bloomberg, FINRA, ETFs, Derivatives, Alternative Investments, Hedge Funds

Education
New York University, Stern School of Business   1995 — 1998
MBA, Finance

College of the Holy Cross   1988 — 1992
BA, Economics

Vic Carpenter Vic Carpenter Phoenix, Arizona Area Details
Vic Carpenter's Dean Witter Reynolds Inc. Experience May 1985 - July 1987
Job Independent Investor at home in Gilbert
Industry Investment Management
Experience
home in Gilbert   September 1996 - Present
Arizona Federal Credit Union  August 2008 - September 2013
Arizona Federal Credit Union  February 2005 - August 2008
TD Ameritrade  January 1998 - May 2000
Scottrade  August 1987 - October 1996
Dean Witter Reynolds Inc.   May 1985 - July 1987
McDonald's Corporation  June 1984 - June 1985
City of Chandler, Arizona  June 1983 - June 1984
United States Air Force  May 1982 - May 1983
United States Air Force  June 1981 - May 1982

Skills
Process Improvement, Program Management, Business Analysis, Strategic Planning, Project Management, Cross-functional Team..., Microsoft Office, Microsoft Excel, PowerPoint, Risk Management, Loans, Financial Modeling, Leadership, Analysis, Financial Analysis, Banking, Training, Management, Finance, Investments, Financial Services

Education
US Air Force Academy   1974 — 1978
BS, History

University of Puget Sound   1982 — 1983

Donna Sorrell Donna Sorrell Yellow Springs, Ohio Details
Donna Sorrell's Dean Witter Reynolds Inc. Experience July 1986 - November 1989
Job Working to support, educate and advocate for persons living with mental illness and those that love them.
Industry Mental Health Care
Experience
NAMI Yellow Springs (Ohio)   January 2015 - Present
National Alliance on Mental Illness (NAMI) Yellow Springs   October 2013 - Present
Kettering Medical Center  August 2011 - July 2013
Joslin Diabetes Center  June 2011 - December 2011
Self-Employed  March 2004 - June 2011
Yellow Springs News   June 2002 - September 2009
Crown Personnel Services   February 1999 - December 2001
Paine Webber  August 1990 - January 1996
Olde Discount Corporation  January 1989 - January 1990
Dean Witter Reynolds, Inc.   July 1986 - November 1989

Skills
CCA, Certified Coding..., Microsoft Office, Meeting Deadlines, Problem Solving, Customer Service, Writing, Excel, Word, PowerPoint, Outlook, Filemaker Pro, Data Entry, Administration, Telephone Skills, Billing, Teamwork, Customer Satisfaction, Administrative Support, English, Mac, Editing, Microsoft Word, Administrative..., Invoicing, Accounts Payable, Healthcare, Payroll, Accounts Receivable, Medical Billing, Public Speaking, Nonprofits, Training, Community Outreach, Program Development, Event Planning, Fundraising, Public Relations, Social Media

Education
Colorado Technical University   2009 — 2011
AS, Medical Billing & Coding

University of Toledo College of Health Science & Human Services   2009 — 2011
Health Information Administration (CAHIIM approved)

James Ducharme, CFP® James Ducharme, CFP® Melbourne, Florida Area Details
James Ducharme, CFP®'s Dean Witter Reynolds Inc. Experience April 1993 - October 1996
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  October 1996 - Present
Dean Witter Reynolds Inc.   April 1993 - October 1996

Education
University of Central Florida - College of Business Administration
Batchelor of Science in Business Administration, Finance

Karen Kaufmann Karen Kaufmann Orlando, Florida Area Details
Karen Kaufmann's Dean Witter Reynolds Inc. Experience April 1985 - February 1988
Job Reference & Instruction Librarian
Industry Higher Education
Experience
Seminole State College of Florida  November 2010 - Present
Christian Life Center  January 1995 - Present
Olin Library, Rollins College   January 2010 - May 2010
Registered Investment Advisor  2008 - 2010
Financial Directions, Inc   September 2004 - June 2007
Seminole County/ Library & Leisure Services   January 2002 - December 2002
Rollins College  August 1996 - May 1998
Family Business  September 1989 - June 1995
Dean Witter Reynolds, Inc  April 1985 - February 1988

Education
University of South Florida   2008 — 2010
MA, Library & Information Science

West Virginia Wesleyan College   1978 — 1982
BS, BS Business Management; Fashion Merchandising

University of Central Florida
Certified Financial Planner Certificate

Mitch Rubinson Mitch Rubinson Greater New York City Area Details
Mitch Rubinson's Dean Witter Reynolds Inc. Experience 1997 - 1998
Job Sr. Technology Associate at Cambridge University Press
Industry Publishing
Experience
Cambridge University Press  2002 - Present
IQ Financial Systems Inc   1998 - 2002
Dean Witter Reynolds Inc  1997 - 1998
JYACC, Inc.   1995 - 1997
JYACC Inc  1990 - 1995
JYACC Inc  1987 - 1989
Marketing Technologies Group, Inc   1985 - 1987
Canvas & Leather Bag Co.   1984 - 1985
American Sponge and Chamois Co.   1980 - 1984

Education
State University of New York College at Oneonta   1977 — 1981
Bachelor’s Degree, Meteorology

Various

Michael Crockett Michael Crockett Greater New York City Area Details
Michael Crockett's Dean Witter Reynolds Inc. Experience July 1994 - August 1995
Job Senior Equity Trader Brazos Capital Management
Industry Financial Services
Experience
Brazos Capital Management   September 2005 - February 2009
The Seidler Companies  November 2004 - August 2005
Optical Switch Corporation  February 2002 - October 2004
William K. Woodruff & Co.   August 1999 - October 2004
Goldman, Sachs & Co.   June 1997 - August 1999
Alex. Brown & Sons   September 1995 - April 1997
Dean Witter Reynolds, Inc.   July 1994 - August 1995

Skills
Hedge Funds, Equities, Networking, Public Speaking, Options, Investment Banking, Block Trading, Trading, Series 7, Venture Capital, Securities, Strategy, Derivatives, Mutual Funds, Equity Research, Portfolio Management, Private Equity, Investments, Asset Managment, Mergers, FX Options

Education
Southern Methodist University   1993 — 1997
BS

Morton High School   1989 — 1993

Elizabeth Burdine Elizabeth Burdine Houston, Texas Area Details
Elizabeth Burdine's Dean Witter Reynolds Inc. Experience 1979 - 1982
Job Vice President and Portfolio Manager at Rockspring Capital Real Estate Investments
Industry Investment Management
Experience
Rockspring Capital - Real Estate Investments   July 2015 - Present
Bay Horse Ventures   February 2013 - Present
Braun Enterprises   January 2012 - February 2013
Litton  September 2009 - January 2012
Litton  November 2008 - September 2009
Litton  February 2007 - November 2008
Bonnet Resources, a BancOne Company   1990 - 1993
Southwest Savings Association   1988 - 1990
Elizabeth Malone Company   1982 - 1988
Dean Witter Reynolds Inc.   1979 - 1982

Skills
Asset Management, Portfolio Management, Commercial Real Estate, REO, Mortgage Lending, Valuation, Property, Real Estate, Investment Properties, Operations Management, Operational Planning, Appraisals, Real Estate Financing, Real Estate Transactions, Strategic Financial..., Financial Modeling, Financial Analysis, Mergers & Acquisitions, Mortgage, Public Speaking, Teaching, Personnel Management, Investments, Management

Education
The University of Texas at Austin - Red McCombs School of Business   1974 — 1984
BBA, Finance / Real Estate

Tony Ruda Tony Ruda Greater Detroit Area Details
Tony Ruda's Dean Witter Reynolds Inc. Experience February 1982 - February 1997
Job Senior Vice President, Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  2010 - Present
RBC Wealth Management  2009 - 2010
Ferris Baker Watts  2004 - 2009
Morgan Stanley  1997 - 2004
Dean Witter Reynolds Inc.   February 1982 - February 1997

Skills
Retirement Planning, Foundations and..., Institutional Clients, Municipal Bonds, Variable Annuities, Series 7, Series 66, Mutual Funds, Wealth Management

Education
University of Michigan College of Literature, Science, and the Arts   1977 — 1981
Bachelor’s Degree, Economics

Elizabeth Fulgaro Elizabeth Fulgaro San Francisco Bay Area Details
Elizabeth Fulgaro's Dean Witter Reynolds Inc. Experience May 1981 - December 1997
Job Financial Coach, Writer, Worship Music Composer & Recording Artist, Inspirational Speaker & Retreat Leader
Industry Writing and Editing
Experience
Armed Forces Services Corporation  March 2015 - Present
Eagles Nest Foundation, Inc.   September 2007 - Present
JB, Inc.   February 2000 - Present
JB, Inc.   1998 - Present
Holy Spirit Press & Shofar Horn Music, a div of JB, Inc   1993 - Present
Dean Witter Reynolds, Inc.   May 1981 - December 1997

Skills
Public Speaking, Teaching, Music, Management, Publishing, Leadership Development, Entrepreneurship, Leadership, Event Planning, Motivational Speaking, Small Business, Editing, Team Building, Social Media, Fundraising, Time Management, Books, Social Networking, Nonprofits, Coaching, Personal Finance, Budgeting, Credit, Financial Coaching

Education
Avila Institute
working towards Master's certificate, Spiritual Theology

The King's University
working towards Masters, Practical Theology

California State University-Sacramento
B.A., German Language & Literature; Spanish Language & Literature

College for Financial Planning
Financial Planning

The University of Kiel
German Language & Literature

Maria Goncalves, QKA Maria Goncalves, QKA Orlando, Florida Area Details
Maria Goncalves, QKA's Dean Witter Reynolds Inc. Experience 1994 - 1995
Job Qualified Plan Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group  2009 - Present
SunTrust Bank  2000 - 2009
SunTrust Bank  1999 - 2000
SunTrust Bank  1998 - 1999
SunTrust Bank  1995 - 1998
Dean Witter Reynolds, Inc.   1994 - 1995

Skills
Fiduciary Consulting, Institutional, Plan Management, Fiduciary Oversight, 401k, Vendor Searches, ERISA, Due Diligence, Client Service, QKA, Employee Benefits, Defined Contribution, Fiduciary Management, Vendors, Management, Pensions, Retirement Planning, Defined Benefit, Financial Services, Securities, Mutual Funds, CRM, Retirement, Relationship Management, Investments

Education
University of Central Florida - College of Business Administration
BSBA, Finance

Michael Bedrosian Michael Bedrosian Philadelphia, Pennsylvania Details
Michael Bedrosian's Dean Witter Reynolds Inc. Experience March 1989 - November 1991
Job Consultant
Industry Information Services
Experience
Consulting Services  July 2015 - Present
Public Health Management Corporation  April 1996 - June 2015
Data Base Design Inc.   August 1994 - March 1996
Duane Morris LLP  December 1991 - July 1994
Dean Witter Reynolds Inc.   March 1989 - November 1991

Skills
Software Design, Software Development, Microsoft SQL Server, SQL Server Management..., T-SQL Stored Procedures, Database Design, Databases, Data Warehousing, Android Development, Healthcare Information..., Quality Management, Healthcare Management, Public Health, Public Speaking, Management, Consulting, Program Management, Audio Engineering, Audio Mixing, Music Production

Education
University of Pennsylvania
Bachelor of Science in Engineering, Chemical Engineering

Robert Faircloth, CPA, CGMA Robert Faircloth, CPA, CGMA Savannah, Georgia Details
Robert Faircloth, CPA, CGMA's Dean Witter Reynolds Inc. Experience March 1985 - March 1987
Job Director of Finance at Housing Authority of Savannah, GA
Industry Government Administration
Experience
University of Phoenix  March 2014 - Present
Housing Authority of Savannah, GA   May 1991 - Present
CFO Council   2006 - 2015
Various CPA Firms  September 1982 - May 1991
Dean Witter Reynolds Inc.   March 1985 - March 1987

Skills
Management, Microsoft Office, Budgets, Microsoft Excel, Leadership, Analysis, Financial Analysis, Public Speaking, Staff Development, Accounting, Finance, Financial Reporting

Education
The University of Georgia   1981 — 1982
Master's Degree, Accounting

The University of Georgia   1978 — 1981
Bachelor's Degree, Accounting and Finance

Darrel Potthoff Darrel Potthoff Lincoln, Nebraska Details
Darrel Potthoff's Dean Witter Reynolds Inc. Experience January 1989 - December 1993
Job CEO/Broker Nebraska Grain LLC
Industry Financial Services
Experience
Nebraska Grain LLC.   July 1979 - Present
Dean Witter Reynolds Inc.   January 1989 - December 1993

Skills
Negotiation, Risk Management, Financial Analysis, Investments, Finance, Portfolio Management, Logistics, Equities, Trading, Derivatives

Education
University of Nebraska at Kearney   1975 — 1979
Business/Finance

Judy Oppasser Judy Oppasser Phoenix, Arizona Area Details
Judy Oppasser's Dean Witter Reynolds Inc. Experience July 1993 - August 1996
Job Director of Finance & Administration at RLSCMC, Inc.
Industry Construction
Experience
RLS-CMC, Inc.   August 2008 - Present
Raymond James & Associates, Inc.   December 1996 - May 2008
Dean Witter Reynolds, Inc.   July 1993 - August 1996
Bears Stearns & Company   September 1987 - May 1989

Skills
Investments, Series 7, Series 63, Asset Managment, Portfolio Management, Sales, Financial Analysis, Equities, Wealth Management, New Business Development, Microsoft Excel, Sales Management, Business Planning, Management, Retirement Planning, Budgets, Business Development, CRM, Mutual Funds, 401k, Real Estate, Business Analysis, Selling, Asset Management, Bloomberg, Retirement, Vendor Management, Insurance, Alternative Investments, Executive Management, Start-ups, Payroll, Risk Management, Fixed Income, Strategic Planning, Brokerage, Strategy, Credit, Business Strategy, Asset Allocation, Team Building, Securities, Leadership, Building Relationships, PowerPoint, Finance, Bonds, Trading, Due Diligence, Marketing

Education
Illinois State University   1982 — 1987
B.S., Finance, Accounting, Economics

William Fremd High School   1978 — 1982
Diploma, Mathematics, English

Robert Thackston Robert Thackston Austin, Texas Details
Robert Thackston's Dean Witter Reynolds Inc. Experience 1976 - 1985
Job Senior Trader/Portfolio Manager at River Oaks Capital Corporation
Industry Investment Management
Experience
River Oaks Capital Corporation   December 1999 - Present
TotSee, Inc.   October 1998 - December 1999
QuoteData, Inc.   November 1997 - October 1998
Shafer Securities Corporation   April 1996 - October 1997
National Power Services, LLC   July 1994 - February 1996
Oppenheimer & Co. Inc.   1985 - 1987
Dean Witter Reynolds Inc.   1976 - 1985

Skills
Investment Strategies, Options, ETFs, Investment Management, HTML 5, Commodity, Registered Investment..., Options Strategies, Stock Trading, Bond Markets, Commodity Risk..., Arbitrage, Fixed Annuities, Variable Annuities, Institutional..., Microsoft Certified..., Graphic Design, Graphic Animation, Alternative Investments, Trading Strategies, 401k Rollovers, Asset Allocation, IRAs, Roth IRA, Retirement Plan..., Investment Advisory, Hedging, Wealth Management..., Personal Financial..., Stock Broker, Institutional Bond..., Commodity Broker, Mortgage Loan Officer, NT 4.0 Server and..., HTML5, Financial Goals, Mutual Funds, Financial Planners, Business Development, Financial Advisory, Equity Research, High Net Worth..., Private Placements, 401k, Series 63, Series 7, Social Media Marketing

Education
The University of Texas at Austin   1966 — 1971
Finance and Financial Management Services

New York Institute of Finance
Arbitrage & Dividend Capture Strategies

C-TREC Hilton IT Academy   1997 — 1999
Microsoft Certified Professional [MCP], Microsoft Certified Systems Engineer Courses, A

Jay Donoghue Jay Donoghue Orange County, California Area Details
Jay Donoghue's Dean Witter Reynolds Inc. Experience 1980 - 1981
Job NonProfit Development/Major Gifts
Industry Nonprofit Organization Management
Experience
University of California, Irvine  2007 - 2012
A.G. Edwards   2003 - 2006
Merrill Lynch  1995 - 2002
Shearson American Express  1988 - 1994
Balcor American Express  1982 - 1987
Dean Witter Reynolds Inc.   1980 - 1981
Donoghue's Home Appliance Company   1977 - 1979
Surety Company of the Pacific  1973 - 1976
Los Angeles Unified School District  1971 - 1972
US Navy  1965 - 1966

Skills
Management, Public Speaking, Investments, Fundraising, Nonprofits, Community Outreach, Event Planning

Education
University of California, Los Angeles   1966 — 1970
Bachelor's Degree, Political Science

Stacey Mirza Stacey Mirza Brooklyn, New York Details
Stacey Mirza's Dean Witter Reynolds Inc. Experience August 1992 - 1998
Job Office Administration Shaare Zion Catering
Industry Food & Beverages
Experience
Shaare Zion Catering   July 2014 - Present
Dean Witter Reynolds Inc.   August 1992 - 1998
Jem Catering - The Sands in Atlantic Beach   1991 - 1997

Skills
Event Planning, Customer Service, Microsoft Office, Catering, Microsoft Excel, Time Management, Teamwork, Desserts, Banquets

Education
State University of New York College at Oneonta   1988 — 1992
Bachelor's degree, Foodservice Systems Administration/Management

Gary Watkins Gary Watkins Atlanta, Georgia Details
Gary Watkins's Dean Witter Reynolds Inc. Experience January 1982 - October 1987
Job Owner/President/CCO at Banyan Capital Management, Inc.
Industry Investment Management
Experience
Banyan Capital Management, Inc.   November 1987 - Present
Dean Witter Reynolds, Inc.   January 1982 - October 1987
Northwestern Mutual Life Insurance Company  January 1975 - December 1981

Skills
Portfolio Management, Mutual Funds, Financial Risk, Investments, Fixed Income

Education
University of North Carolina at Chapel Hill   1969 — 1973
Bachelor of Science (B.S.), Business Administration

John Reising John Reising San Francisco Bay Area Details
John Reising's Dean Witter Reynolds Inc. Experience January 1993 - March 1999
Job Owner at Reising Financial
Industry Investment Management
Experience
Reising Financial   June 2009 - Present
ING Financial Partners Inc.   May 2004 - May 2009
Morgan Stanley  January 2001 - January 2004
Dean Witter Reynolds Inc.   January 1993 - March 1999
Scantron Corporation  September 1988 - August 1993

Skills
Retirement Planning, Retirement, Small Business, Wealth, Asset Protection, Retirement Income..., Strategic Financial..., Investments, Portfolio Management, Insurance, Sales, Financial Services, Management, Finance, Life Insurance, Fixed Annuities, 401k, Disability Insurance, Estate Planning, Financial Advisory, Financial Planners, IRAs, Financial Planning

Education
University of Colorado Boulder - Leeds School of Business   1983 — 1987
BS

Stewart Rose Stewart Rose Greater Boston Area Details
Stewart Rose's Dean Witter Reynolds Inc. Experience June 1977 - November 1980
Job President at Truebridge Financial Marketing
Industry Marketing and Advertising
Experience
Truebridge Financial Marketing  March 1999 - Present
KFS Financial   March 1995 - March 1999
Fidelity Investments  May 1991 - January 1995
Citicorp  May 1988 - May 1991
Citicorp  June 1984 - May 1988
McCann Erickson  December 1980 - April 1984
Dean Witter Reynolds Inc.   June 1977 - November 1980
Paine Webber  May 1974 - May 1977

Skills
Management, Sales, Financial Services, CRM, Wealth Management, Investments, Series 7, Retirement Planning, Portfolio Management, Public Speaking, Mutual Funds, Executive Management, Banking, Insurance, Life Insurance, Strategy

Education
The University of Kansas   1967 — 1970
AB, Economics

Cynthia (Burt) Dorman Cynthia (Burt) Dorman Chelmsford, Massachusetts Details
Cynthia (Burt) Dorman's Dean Witter Reynolds Inc. Experience October 1986 - September 1987
Job Vice President at BNY Mellon Wealth Management Risk & Control
Industry Financial Services
Experience
BNY Mellon  April 2001 - Present
BNY Mellon  June 1995 - April 2001
BNY Mellon  1992 - June 1995
BNY Mellon  December 1989 - 1992
Digitial Consulting, Inc.   February 1988 - December 1989
Dean Witter Reynolds Inc.   October 1986 - September 1987

Skills
Superior Client Service, Outstanding time..., Employee Training, Policy Writing, Surveillance, Process Control, Project Management, Highly detail oriented, Operational Risk, Team Leadership

Education
Suffolk University - Sawyer School of Management   1995 — 1998
Master of Science (M.S.), Banking, Corporate, Finance, and Securities Law

Wheaton College (MA)   1982 — 1986
Bachelor of Arts (BA), Economics

Linda Pellegrini Linda Pellegrini Scottsdale, Arizona Details
Linda Pellegrini's Dean Witter Reynolds Inc. Experience November 1981 - April 1985
Job Administrative Professional
Industry Government Administration
Experience
City of Scottsdale  June 2008 - Present
Robson Communities  August 2004 - June 2008
Microsoft  2003 - 2004
City of Kirkland  February 1990 - February 2003
Dean Witter Reynolds, Inc.   November 1981 - April 1985
Paine Webber, Jackson & Curtis, Inc.   August 1978 - November 1981

Skills
Event Planning, Microsoft Office, Research, Administration, Administrative Support, Government Relations, Coordination, Community Outreach, Customer Service, Training, Prop 202 Grants, Contract Management, Budget Coordination, Budget Tracking,..., Payroll, Accounts Payable, Web Content Management, Municipal Government, Organizational...

Education
Northern Arizona University   2008 — 2010
Masters, Administration/Leadership

University of Phoenix   1997 — 2000
Bachelors, Business Management

University of Washington   1977 — 1978
Communications/Advertising

Washington State University   1974 — 1977
Communications/Advertising

Jerald Sperling Jerald Sperling United States Details
Jerald Sperling's Dean Witter Reynolds Inc. Experience October 1983 - July 1994
Job Magician Extraordinaire at Mystery and Imagination: The Magic of Jerry Sperling
Industry Insurance
Experience
Mystery and Imagination: The Magic of Jerry Sperling   April 1970 - Present
UBS Financial Services, Inc.   March 1998 - April 2008
Smith Barney, Inc.   July 1994 - March 1998
Dean Witter Reynolds, Inc.   October 1983 - July 1994
Preferred Benefit Services, Inc.   July 1982 - September 1983

Education
University of Maryland College Park   1977 — 1982
Bachelor of Science in Journalism and Photojournalism, fields of study included Economics, Business, Astronomy, and Anthropology

Jack Saunders Jack Saunders Greater Los Angeles Area Details
Jack Saunders's Dean Witter Reynolds Inc. Experience 1983 - August 1984
Job Principal at RCAM
Industry Financial Services
Experience
RCAM   November 2008 - Present
Wilshire Associates Incorporated  August 1986 - October 2008
The Balcor Company  June 1985 - September 1985
Dean Witter Reynolds Inc.   1983 - August 1984

Education
The University of Chicago Booth School of Business   1984 — 1986
MBA, Financial Management and Statistics

University of California, Berkeley   1979 — 1983
BS, Finance and Accounting

Northgate High School   1978 — 1979
High School Diploma

Eric Wylie Eric Wylie Bryan/College Station, Texas Area Details
Eric Wylie's Dean Witter Reynolds Inc. Experience December 1995 - December 1996
Job Registered Investment Advisor
Industry Investment Management
Experience
Element Retirement & Investment Consultants, LLC   October 2011 - Present
Wells Fargo Bank  December 2000 - September 2011
Wells Fargo Bank  December 1996 - November 2000
Dean Witter Reynolds Inc.   December 1995 - December 1996
Victoria Bank & Trust   July 1994 - December 1995

Skills
Strategic Financial..., Investments, Wealth Management, Retirement Planning, Estate Planning, Strategic Planning, Asset Management

Education
Texas A&M University   1989 — 1994
BBA, Finance and Management

Enyi Kanu Enyi Kanu Cincinnati Area Details
Enyi Kanu's Dean Witter Reynolds Inc. Experience March 1988 - July 1996
Job Investment Professional & Business Leader
Industry Financial Services
Experience
kANU Asset Management, LLC   April 2004 - Present
kANU  1996 - Present
Wachovia Securities, LLC  July 1996 - April 2004
Dean Witter Reynolds Inc.   March 1988 - July 1996

Skills
Series 7, Investor Relations, Financial Modeling, Portfolio Management, Financial Structuring, Investment Advisory, Investments, Commercial Banking, Entrepreneurship, Corporate Development, Investment Banking, Private Equity, Financial Analysis, Public Speaking, Asset Management, Customer Service, Strategic Financial..., Strategic Planning, Financial Planning, Team Building, Leadership, Management, Business Strategy, Finance, Mergers & Acquisitions, Financial Advisory

Education
Xavier University   1979 — 1981
MBA, Finance & Marketing

University of Benin   1973 — 1978
BSc, Business Administration

John Roalson John Roalson Houston, Texas Area Details
John Roalson's Dean Witter Reynolds Inc. Experience September 1990 - December 1991
Job Experienced relationship manager and key accounts professional
Industry Financial Services
Experience
Meals on Wheels  June 2010 - December 2010
American Funds Distributors, Inc.   August 1998 - April 2010
American Funds Distributors, Inc.   August 1993 - August 1998
American Funds Service Company, Inc.   March 1992 - August 1993
Dean Witter Reynolds, Inc.   September 1990 - December 1991

Skills
Leadership, Executive Management, Business Planning, Business Strategy, Sales Operations, Investments, Relationship Management, Process Improvement, Finance, Strategy

Education
Texas Lutheran University   1985 — 1990
Bachelor of Arts (B.A.), Marketing

Robert W. Cleveland, Jr. Robert W. Cleveland, Jr. Greater New York City Area Details
Robert W. Cleveland, Jr.'s Dean Witter Reynolds Inc. Experience May 1994 - July 1997
Job Production Team/Sr Commodity Trader at Edgestream Partners, L.P.
Industry Financial Services
Experience
Edgestream Partners, L.P.   October 2012 - Present
MerfinLLC / Edgestream Partners, LP   February 2004 - October 2012
Dean Witter Reynolds Inc.   May 1994 - July 1997
Dean Witter Reynolds Inc.   March 1992 - April 1994
First Interstate Bank  1984 - 1987

Education
University of Southern California   1979 — 1984

Ralph Gaudet Ralph Gaudet Hartford, Connecticut Area Details
Ralph Gaudet's Dean Witter Reynolds Inc. Experience July 1976 - September 1982
Job President/COO at Megamold Technology Co.
Industry Construction
Experience
Megamold Technology Co.   May 2006 - Present
Northwestern Mutual (contractor)   May 2004 - June 2006
T.O. Richardson Co.   December 1989 - December 2003
DBL Preferred Management, Inc.   September 1982 - August 1989
Dean Witter Reynolds Inc.   July 1976 - September 1982
Professional Management Insrtitute   October 1975 - July 1976
The Dexter Corporation  July 1966 - October 1975

Skills
Management, Business Development, Project Management, New Business Development, Business Strategy, Leadership, Negotiation, Strategy, Sales, Contract Negotiation, Start-ups, Operations Management, Strategic Planning, Venture Capital, Portfolio Management, Public Speaking, Business Planning, Marketing Strategy, Microsoft Office, Sales Management

Education
Tufts University   1957 — 1963
B.A. English, English Language and Literature, General

Con Massey Con Massey Greater Atlanta Area Details
Con Massey's Dean Witter Reynolds Inc. Experience 1987 - 1997
Job Financial Advisor
Industry Financial Services
Experience
Dean Witter Reynolds, Inc.   1987 - 1997

Education
Furman University
Bus

Intesar Haider Intesar Haider New York, New York Details
Intesar Haider's Dean Witter Reynolds Inc. Experience 1992 - 1995
Job Managing Partner at VinsonCap Advisors LP
Industry Investment Management
Experience
VinsonCap Advisors LP   March 2015 - Present
Sterne Agee  December 2012 - February 2015
StormHarbour Partners LP   May 2009 - December 2012
Citigroup  2002 - 2008
Merrill Lynch  1999 - 2002
Peregrine Capital   1996 - 1997
Dean Witter Reynolds Inc.   1992 - 1995

Education
UCLA Anderson School of Management   1997 — 1999
MBA, Finance and Entrepreneurial Studies

University of Notre Dame   1988 — 1992
BBA, Finance and Business Economics

St. Paul's School   1976 — 1988

Douglas Clack Douglas Clack San Francisco Bay Area Details
Douglas Clack's Dean Witter Reynolds Inc. Experience 1985 - 1987
Job Financial Services Representative
Industry Financial Services
Experience
C2 Financial Corporation  2012 - Present
First Priority Financial Inc.  2009 - 2012
Further Lane Securities  2010 - 2011
First Security Loan Corp   2002 - 2009
Wells Fargo Van Kasper  1996 - 2002
Israel A. Englander & Co.   1993 - 1996
Engmann Options Inc.   1988 - 1993
Dean Witter Reynolds Inc.   1985 - 1987

Skills
Fixed Income, Trading, Investments, Mortgage Lending, Banking, Securities, Bonds, Financial Analysis, Loans, Equities, Financial Structuring, Sales Operations, Asset Management, Equity Derivatives, Money Market

Education
The University of Texas at Austin
BBA, Finance and Financial Management Services

John Finnan John Finnan Greater New York City Area Details
John Finnan's Dean Witter Reynolds Inc. Experience 1990 - 1995
Job Compensation, Benefits & HRIS Mgr. at Renaissance Technologies LLC
Industry Financial Services
Experience
Renaissance Technologies LLC  March 2008 - Present
Crum & Forster  July 2006 - March 2008
Marsh & McLennan Companies Inc. (MMC)   2004 - 2006
AllianceBernstein  2001 - 2004
Prudential Securities  1996 - 2001
Dean Witter Reynolds, Inc.   1990 - 1995
Manufacturer's Hanover Trust  1988 - 1990

Skills
Human Resources, Deferred Compensation, Employee Benefits, Health Insurance, Retirement Benefits, Benefits Accounting, Group Insurance, Benefits Administration, HRIS, Employee Relations, Compensations, PeopleSoft, 401k, Insurance, Executive Pay, ERISA, Succession Planning, Workers Compensation, Onboarding, Applicant Tracking..., Employee Engagement, Compensation

Education
Fairfield University   1983 — 1987
Bachelor of Science (BS), Finance

Jerry Cassero Jerry Cassero Greater New York City Area Details
Jerry Cassero's Dean Witter Reynolds Inc. Experience 1988 - 1998
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley  November 2013 - Present
JPMorgan Chase  March 2012 - May 2013
JPMorgan Chase  March 2012 - May 2013
Morgan Stanley Smith Barney  June 1988 - February 2012
Dean Witter Reynolds, Inc.   1988 - 1998

Skills
Strategy, Asset Managment, Vendor Management, Strategic Planning, Wealth Management, Series 7, Alternative Investments, Equities, Securities, Mutual Funds, Investments, Capital Markets, Financial Services, Wealth Management..., Finance, Business Strategy, Strategic Financial...

Education
City University of New York-Baruch College - Zicklin School of Business   1988 — 1992
Bachelor of Business Administration (BBA), Finance, General

Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance, General

Doug Derryberry Doug Derryberry Dallas/Fort Worth Area Details
Doug Derryberry's Dean Witter Reynolds Inc. Experience 1990 - 1995
Job at Joseph Capital Holdings
Industry Investment Management
Experience
Joseph Capital Holdings   December 2010 - Present
Thomson Reuters Tax & Accounting  May 1997 - December 2010
Thomson Reuters  1997 - December 2010
Dean Witter Reynolds Inc.   1990 - 1995
Dean Witter Reynolds Inc.   1990 - 1995

Skills
Municipal Bond Trading, IPO and Secondary..., Preferred Stocks, Trading, Bonds, Equities, Stocks, Capital Markets, Bloomberg, Securities, Fixed Income, Series 7, Mutual Funds, Alternative Investments, Series 63, Options, Investment Management, Financial Modeling, Finance, Investment Banking, Asset Allocation, Asset Management, Investments, Financial Advisory, Private Equity, Wealth Management, Portfolio Management, Hedge Funds, Risk Management, Strategic Financial..., Due Diligence, Valuation

Education
The University of Kansas   1982 — 1987

Bill (George William Ott, III) Ott Bill (George William Ott, III) Ott Greater Los Angeles Area Details
Bill (George William Ott, III) Ott's Dean Witter Reynolds Inc. Experience August 1984 - January 1987
Job Investment Adviser Representative
Industry Investment Management
Experience
Principal Financial Group  May 2012 - Present
American - Sino Consulting   December 2010 - May 2012
BNY Mellon  May 2008 - December 2010
Wedbush Securities  October 2004 - May 2008
City National Bank  August 2002 - October 2004
A.G. Edwards & Sons, Inc.   August 1996 - August 2002
Merrill Lynch  May 1993 - August 1996
Crowell, Weedon & Co.   January 1987 - May 1993
Dean Witter Reynolds Inc.   August 1984 - January 1987
KPMG  August 1982 - August 1984

Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63

Education
University of Southern California
BS, Business Administration

Wali Bacdayan Wali Bacdayan Pittsburgh, Pennsylvania Details
Wali Bacdayan's Dean Witter Reynolds Inc. Experience June 1992 - June 1995
Job Partner at Incline Equity Partners
Industry Investment Management
Experience
Incline Equity Partners  October 2011 - Present
PNC Equity Partners   July 1997 - September 2011
Dean Witter Reynolds, Inc.   June 1992 - June 1995

Skills
Private Equity, LBO, Venture Capital, Corporate Development, Mergers & Acquisitions, Due Diligence, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Growth Capital, Investments

Education
Northwestern University - Kellogg School of Management   1995 — 1997
MBA, Finance, Marketing

Washington and Lee University   1988 — 1992
BA, Economics, Mathematics

Dave Hosler Dave Hosler Greater New York City Area Details
Dave Hosler's Dean Witter Reynolds Inc. Experience 1987 - 1990
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  ConsultantLehman Brothers2000 - 2000
Nomura Securities  1990 - 1999
Dean Witter Reynolds, Inc.   1987 - 1990

Skills
Derivatives, Equities, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Trading Systems, Prime Brokerage, Bloomberg, Structured Products, Middle Office, Credit Derivatives, Bonds

Education
Hofstra University   1979 — 1986
BS, Finance

Dina Chieffi Dina Chieffi Greater New York City Area Details
Dina Chieffi's Dean Witter Reynolds Inc. Experience May 1991 - August 1993
Job Manager at Tullett Prebon
Industry Investment Banking
Experience
Dresdner Kleinwort  May 2006 - September 2009
Nomura Securities International, Inc.   August 1993 - May 2006
Dean Witter Reynolds, Inc.   May 1991 - August 1993

Education
University of Hartford   1987 — 1991
BA, Economics with a minor in Business Administration

Keith Robert Santillo Keith Robert Santillo West Palm Beach, Florida Area Details
Keith Robert Santillo's Dean Witter Reynolds Inc. Experience February 1986 - December 1989
Job Managing Member at THE SANTILLO LAW FIRM,PLLC
Industry Law Practice
Experience
THE SANTILLO LAW FIRM,PLLC   June 2014 - Present
Financial Industry Regulatory Authority  March 2009 - Present
Keith R. Santillo, Attorney At Law   March 2009 - June 2014
Todd A. Zuckerbrod, P.A.   January 2014 - May 2014
Santillo & Ferreira, P.C.   May 2000 - December 2011
Dean Witter Reynolds, Inc.   February 1986 - December 1989
American International Group  December 1982 - August 1985

Skills
Securities Litigation, Securities, Arbitration, Legal Research, Courts, Civil Litigation, Commercial Litigation, Dispute Resolution, Legal Writing, Corporate Law, Class Actions, Alternative Dispute..., FINRA, SEC, Trials, Torts, Legal Compliance, Trial Practice, Hearings, Litigation Support

Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law

Long Island University, C.W. Post Campus
B.S. Cum Laude - Business Administration, Finance and Economics

Donald Deyo Donald Deyo New York, New York Details
Donald Deyo's Dean Witter Reynolds Inc. Experience January 1983 - January 1984
Job Chief Investment Officer at UBS Trust Co., N.A.
Industry Financial Services
Experience
UBS Trust Services   January 2007 - Present
UBS Trust Co., N.A.   October 2005 - Present
UBS AG  October 2005 - Present
UBS Trust Co., N.A. & UBS Fiduciary Trust Co   January 2005 - Present
HSBC Bank  September 1994 - June 2005
Trustco Bank NY   January 1987 - January 1994
First Albany Corporation  January 1984 - January 1986
Dean Witter Reynolds, Inc  January 1983 - January 1984
Dean Witter Reynolds, Inc  January 1981 - January 1983

Skills
FINRA Series 7 License, FINRA Series 66 License, CFSC, American Banker..., AIF, Accredited..., FINRA, Asset Allocation, Series 7, Fiduciary, Wealth Management, Fixed Income, Securities, Investment Management, Asset Management, Investments, Portfolio Management, Due Diligence, Alternative Investments, Investment Banking, Equities, Mutual Funds, Financial Services

Education
ABA Graduate Trust School   1990 — 1992
CFSC, Trust

Syracuse University   1977 — 1981
B.A., Economics and International Relations

National Trust and National Graduate Trust School, Northwestern University
CFSC

M.Gopinathan Nair M.Gopinathan Nair Greater Chicago Area Details
M.Gopinathan Nair's Dean Witter Reynolds Inc. Experience August 1987 - November 1989
Job AUTHOR, MOTIVATIONAL SPEAKER, AND SALES TRAINER at M.GOPINATHAN NAIR
Industry Professional Training & Coaching
Experience
HOMELAND MORTGAGE COMPANY   May 2002 - Present
GOPINAIR   August 1990 - Present
M.GOPINATHAN NAIR   August 1990 - Present
MetLife  January 1989 - January 2004
Dean Witter Reynolds Inc.   August 1987 - November 1989

Skills
Public Speaking, Coaching, Stress Management, Training, Healing, Research, Marketing Communications, Marketing Strategy, Leadership Development, Sales, Public Relations, Management, Social Media, Motivational Speaking, Teaching, Time Management, Workshop Facilitation, Insurance, Customer Service, Strategic Planning, Team Building, Leadership, Program Management, Strategy

Education
University of Mumbai   1960 — 1966
MASTERS DEGREE, BUSINESS

R A PODAR COLLEGE, MUMBAI, INDIA   1960 — 1964
B.Com., Accounting and Finance

Claudia Torrence Claudia Torrence Houston, Texas Area Details
Claudia Torrence's Dean Witter Reynolds Inc. Experience January 1996 - November 1997
Job
Industry Oil & Energy
Experience
Marathon Oil Corporation  June 2015 - Present
Marathon Oil Corporation  April 2012 - Present
Marathon Oil Company  July 2010 - April 2012
JPMorgan Chase Bank, N.A.   December 2003 - December 2006
STONE-PARTNERS, INC   May 2003 - December 2003
MORGAN STANLEY / UBS PAINEWEBBER, INC   June 1999 - May 2003
INFOTECH SOLUTIONS GROUP, INC   November 1997 - March 1999
DEAN WITTER REYNOLDS, INC  January 1996 - November 1997

Skills
Workshop Facilitation, Microsoft Office, Microsoft Works, Customer Service, Banking, Sales, Forecasting, Project Planning, Executive Management, Market Research, Benefits Administration, Research, Risk Management, Change Management, Management, Team Building, Training, Strategic Planning, Petroleum

Education
University of Houston   1992 — 1996
Bachelor Business Administration, Finance

Ephod Shang Ephod Shang Trenton, New Jersey Details
Ephod Shang's Dean Witter Reynolds Inc. Experience 1987 - March 1989
Job Commander, Northern Recruiting Squadron
Industry Military
Experience
USAF  August 1983 - Present
Oversea Chinese Mission, Inc.   June 2000 - December 2007
Prudential Financial  March 1989 - May 2001
Dean Witter Reynolds, Inc.   1987 - March 1989
Kidder Peabody  1986 - 1987

Skills
Military, Security Clearance, Community Outreach, DoD, Military Operations, Command, Air Force, National Security, Top Secret, Military Experience, Organizational..., Policy Analysis, Volunteer Management, Cpr Certified, Operational Planning, Church Administration, Religious Education, Pastoral Counseling, Grief Counseling, Student Counseling, Couples Counseling, Career Counseling, Strategic Planning, Program Development, Program Evaluation, Intelligence Analysis, Logistics, IT Solutions, IT Operations, IT Strategy, IT Management

Education
Air War College   2012 — 2015
Post Graduate studies

Air Command and Staff College   2010 — 2010
Graduate studies, Air and Space Operations Technology

Squadron Officer School   2005 — 2006
Undergraduate, Miliitary Science

The Southern Baptist Theological Seminary   1999 — 2004
Graduate Studies, Master of Divinity (MDiv), Graduate Studies

New York University   1980 — 1987
Undergraduate, Sociology

Jay Joliat Jay Joliat Greater Detroit Area Details
Jay Joliat's Dean Witter Reynolds Inc. Experience September 1984 - July 1988
Job Director
Industry Investment Management
Experience
Earthstone Resources, Inc.   December 2014 - Present
Joliat & Company, Inc.   October 1988 - Present
Joliat Ventures, LLC   January 1988 - Present
Joliat Enterprises, LLC   January 1988 - Present
Sign of the Beefcarver Restaurants, Inc.   January 1981 - Present
Fieldstone Village Development, LLC   January 2001 - Present
Georesources, Inc. (NASDAQ: GEOI)   April 2007 - August 2012
Linsco Private Ledger  October 1988 - August 1994
Dean Witter Reynolds, Inc.   September 1984 - July 1988
E. F. Hutton   March 1979 - September 1984

Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Alternative Investments, Mergers, Business Planning, Emerging Markets, Investments, Investment Banking, Hedge Funds, Due Diligence, Management, Real Estate, Portfolio Management, Equities, Trading, Mergers & Acquisitions, Strategic Planning, Finance

Education
University of Pennsylvania - The Wharton School   1981 — 1981
Investment Analyst, Finance and Financial Management Services, Certified Investment Management Analyst (CIMA) Award

Oakland University   1979 — 1981
BS+, Finance/Management, Honor Graduate

University of Southern California   1977 — 1978
Human Physiology / Physics

Central Michigan University   1974 — 1977
Human Physiology/Physics

Brother Rice High School   1970 — 1974
High School

Sandra Legieza Sandra Legieza Greater New York City Area Details
Sandra Legieza's Dean Witter Reynolds Inc. Experience 1989 - 1993
Job Executive Director at JP Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase  November 2013 - Present
Standard & Poor's   February 2009 - November 2013
Nomura Securities  2001 - 2008
Credit Suisse  1997 - 2001
Salomon Brothers  1993 - 1997
Dean Witter Reynolds, Inc.   1989 - 1993

Skills
Hedge Funds, Fixed Income, Equity Trading, Investment Banking, Financial Services, Securities, Equities, Capital Markets, Trading, Bonds, Derivatives, Structured Products, Financial Markets, Securities Regulation, Financial Regulation, Vendor Management, FINRA

Education
Forham University
Master of Business Administration (MBA), Finance, General

St. Thomas Aquinas College

The University of Texas at Austin

Dave Louthan Dave Louthan Portland, Oregon Area Details
Dave Louthan's Dean Witter Reynolds Inc. Experience October 1983 - March 1987
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   October 2011 - Present
Wedbush Morgan Securities  April 2002 - October 2011
Sutro & Co. Inc   January 1996 - March 2002
Charter Investment Group, Inc.   April 1995 - February 1999
U.S. Bancorp Securities   February 1989 - March 1995
U. S. Bank   March 1987 - February 1989
Dean Witter Reynolds, Inc.   October 1983 - March 1987

Education
Western Oregon University   1972 — 1975
Bachelor of Science (BS), Education, General Sciences

Oregon Institute of Technology   1970 — 1972
Associate of Science (A.S.), Enviromental Health Technology

Gregory Cater, CWS® Gregory Cater, CWS® Houston, Texas Area Details
Gregory Cater, CWS®'s Dean Witter Reynolds Inc. Experience 1979 - 1989
Job Registered Principal at First Allied Securities, Inc.
Industry Financial Services
Experience
First Allied Securities, Inc.   2000 - Present
Financial Industry Regulatory Authority  1989 - Present
The GMS Group, a wholly owned subsidiary of Gruntal   1990 - 2000
Dean Witter Reynolds Inc.   1979 - 1989

Skills
Municipal Bonds, Corporate Bonds, Fixed Income, Valuation, Due Diligence, Financial Risk, Macroeconomics, Securities Regulation

Education
Texas A&M University
Bachelor of Science (B.S.), Economics

Julie Wooddell Laymon Julie Wooddell Laymon Greater San Diego Area Details
Julie Wooddell Laymon's Dean Witter Reynolds Inc. Experience 1983 - 1987
Job Teaching, Training & Marketing Professional
Industry Higher Education
Experience
Mira Costa Community College  September 2014 - Present
Kailua High School   September 2005 - December 2005
University of Hawaii at Manoa  September 2003 - June 2004
Wells Fargo  1987 - 2000
Dean Witter Reynolds Inc.   1983 - 1987

Education
University of Hawaii at Manoa   2002 — 2005
Masters of Fine Arts, Studio Art

University of California, Santa Cruz   1980 — 1982
Bachelor of Arts (B.A.), Studio Art

John Chiacchiere John Chiacchiere Greater Philadelphia Area Details
John Chiacchiere's Dean Witter Reynolds Inc. Experience November 1987 - December 1990
Job Customer Insights Partner
Industry Pharmaceuticals
Experience
GlaxoSmithKline  April 2010 - Present
GlaxoSmithKline  August 2008 - April 2010
GlaxoSmithKline  April 2000 - July 2008
Xerox Corporation  January 1991 - March 2000
Dean Witter Reynolds, Inc.   November 1987 - December 1990

Skills
Pharmaceutical Sales, Sales Effectiveness, Pharmaceutical Industry, Oncology, Market Analysis, Product Launch

Education
Drexel University   1982 — 1987
B.S., Finance and Marketing

Keith G. LaRose Keith G. LaRose Hartford, Connecticut Area Details
Keith G. LaRose's Dean Witter Reynolds Inc. Experience 1985 - 1989
Job Principal: Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc.   January 2000 - Present
Hartford Financial Management   1994 - January 2000
E.T. Andrews & Company   1989 - 1994
Dean Witter Reynolds Inc.   1985 - 1989
Dean Witter Reynolds Inc.   1984 - 1985

Education
University of Oxford - Said Business School
Diploma Candidate-2016, Strategic Management

Trinity College-Hartford
M.A., Financial Economics

University of Connecticut
B.A., Economics

Darrel Potthoff Darrel Potthoff Lincoln, Nebraska Area Details
Darrel Potthoff's Dean Witter Reynolds Inc. Experience January 1988 - December 1992
Job commodity broker & owner
Industry Financial Services
Experience
Nebraska Grain LLC.   July 1979 - Present
Dean Witter Reynolds Inc.   January 1988 - December 1992

Skills
Commodity, Risk Management, Forecasting, Investments, Futures & Option..., Marketing, Financial Analysis, Fishing

Education
University of Nebraska at Kearney   1975 — 1979
Business/Commerce, General

Anneliese Douille Anneliese Douille Greater Los Angeles Area Details
Anneliese Douille's Dean Witter Reynolds Inc. Experience March 1990 - July 1991
Job Investment Specialist and Part Time Realtor
Industry Investment Management
Experience
White House Properties  2007 - Present
Investment Operation Solutions   September 2005 - Present
Capital International  October 2000 - September 2005
Capital Group  May 1994 - September 2005
Capital International  October 1998 - October 2000
Capital International  May 1994 - May 1998
Patterson Capital Corporation   July 1991 - May 1994
Dean Witter Reynolds, Inc.   March 1990 - July 1991

Skills
Equities, Fixed Income, Reconciliation, Mutual Funds, Asset Management, Securities, Investments, Wealth Management, Compliance, Portfolio Management, Asset Allocation, Bonds, Valuation, Derivatives, Customer Relations, Business Analysis, Excel, Analysis, Documentation, PowerPoint, Financial Analysis, Word, Lotus Notes, Private Equity, Budgeting, Customer Service, Change Management, Problem Solving, Business Strategy, Outlook, Microsoft Office

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1994 — 1996
Master of Business Administration, Business Administration

Loyola Marymount University, College of Business Administration   1986 — 1990
Bachelor of Business Administration, Business Administration

Thomas (T.J.) Farrell Thomas (T.J.) Farrell Tampa, Florida Details
Thomas (T.J.) Farrell's Dean Witter Reynolds Inc. Experience September 1991 - July 1993
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  February 2013 - Present
AECOM  March 2012 - October 2012
AECOM  June 2011 - December 2011
AECOM  March 2011 - June 2011
Combat Support Associates (An AECOM Joint Venture)   June 2010 - February 2011
U.S. Army (Active / Reserve Components)   May 1980 - June 2010
Charles Schwab & Co  April 1996 - May 2010
Merrill Lynch  May 1995 - January 1996
NationsSecurities (Dean Witter Joint Venture)   July 1993 - October 1994
Dean Witter Reynolds Inc.   September 1991 - July 1993

Skills
Program Management, Risk Management, Military, Security Clearance, Army, Operations Management, DoD, Process Improvement, Leadership, Military Operations, National Security, Project Planning, Government, Strategic Planning, Command, Government Contracting, Team Building, Intelligence, Information Assurance, Proposal Writing, Analysis, Team Leadership, Financial Risk..., Client Rapport, Defense, Finance, Supervisory Skills, Policy, Operational Planning, Organizational..., Top Secret, Risk Assessment, Logistics, Earned Value Management, Security, Military Logistics, Training, Leadership Development, Military Experience, Intelligence Analysis, Tactics, Fortune 500 company..., Problem Solving

Education
United States Military Academy at West Point   1976 — 1980
BS, Engineering

Janine Steeves Janine Steeves Greater Chicago Area Details
Janine Steeves's Dean Witter Reynolds Inc. Experience June 1986 - August 1989
Job Financial Services Professional
Industry Financial Services
Experience
One2One Security, LLC   August 2000 - 2010
Bank of America  January 1997 - April 2000
Sanwa Bank, Ltd.   May 1995 - January 1997
Lehman Brothers, Inc. - NY, NY   November 1993 - January 1995
Heller Financial  June 1990 - January 1993
Dean Witter Reynolds, Inc.   June 1986 - August 1989

Skills
Derivatives, Portfolio Management

Education
London School of Economics and Political Science   1989 — 1990
Finance

University of Illinois at Urbana-Champaign - College of Business   1986 — 1990
Finance/Economics, Finance, Economics, Liberal Arts

Boston University   1989 — 1989
Finance, General

Craig Meyers Craig Meyers Portland, Oregon Area Details
Craig Meyers's Dean Witter Reynolds Inc. Experience October 1995 - September 1996
Job Retired
Industry Nonprofit Organization Management
Experience
SHANGRI-LA  October 2003 - January 2015
LEGACY FINANCIAL & INSURANCE CENTER, INC./   May 2001 - June 2002
SANCHEZ & ASSOCIATES, LLC   May 1999 - February 2001
NATIONAL AMERICAN UNIVERSITY  March 1997 - February 2001
PRUDENTIAL SECURITIES, INC  October 1997 - May 1999
SIR SPEEDY PRINTING  October 1996 - October 1997
DEAN WITTER REYNOLDS INC.   October 1995 - September 1996
NAIT CAREER CENTER   March 1995 - July 1995
RETAIL ADVERTISERS PRINTING AND MAILING SERVICE   August 1994 - February 1995
ALBUQUERQUE PUBLISHING COMPANY (Journal/Tribune)   September 1985 - April 1994

Skills
Strategic Planning, Training, Community Outreach, Non-profits, Event Planning, Research, Social Services, Customer Service, Public Speaking, Nonprofits, Fundraising, Program Development, Data Entry

Education
American Press Institute   1993 — 1993
Certificate, Advertising Executives (75, 000+) Seminar

The University of New Mexico - Robert O. Anderson School of Management   1993 — 1993
Certificate, Basic Management Program

The University of New Mexico   1963 — 1968
BBA, Business Administration and Management, General

Kandy Eisenmann Kandy Eisenmann Haslet, Texas Details
Kandy Eisenmann's Dean Witter Reynolds Inc. Experience September 1983 - July 1988
Job Administrative Professional
Industry Media Production
Experience
Rion Productions   1995 - Present
Dean Witter Reynolds, Inc.   September 1983 - July 1988

Skills
Human Resources..., Microsoft Office, Budgets, Teaching, Social Media, Public Relations, Editing, Event Management, Strategic Planning, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Event Planning, Human Resources, Photoshop, Recruiting, Administrative..., Facebook, Nonprofits, Community Outreach, Fundraising, Data Entry, Outlook, Social Networking, Volunteer Management

Education
Biola University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Kara Kessler Kara Kessler Greater New York City Area Details
Kara Kessler's Dean Witter Reynolds Inc. Experience May 1987 - September 1989
Job Financial Services Paralegal at Sadis & Goldberg LLP
Industry Law Practice
Experience
Sadis & Goldberg LLP  March 2014 - Present
Cleary Gottlieb  December 1999 - March 2014
Fried Frank  April 1994 - December 1999
Townley & Updike  September 1993 - April 1994
Integrity Life Insurance Company  March 1993 - September 1993
Equitable Capital Management Corp.   January 1992 - March 1993
Gaston & Snow  September 1989 - November 1991
Dean Witter Reynolds, Inc.   May 1987 - September 1989

Skills
Legal Research, Notary Public, Corporate Law, Securities, Corporate Finance, Securities Offerings, Document Review, SEC filings, FINRA, Legal Assistance, Mutual Funds, Broker-Dealer

Education
Fordham University   1979 — 1983
Bachelor of Arts (B.A.), History and Pyschology

Gabrielle Petrovic Gabrielle Petrovic Greater New York City Area Details
Gabrielle Petrovic's Dean Witter Reynolds Inc. Experience 1988 - 1989
Job Financial Information Systems Professional
Industry Accounting
Experience
RGP  2013 - Present
Insight Communications Company, Inc.   2001 - 2012
Cap Gemini Ernst & Young  2000 - 2001
Ernst & Young LLP  1989 - 2000
Dean Witter Reynolds, Inc.   1988 - 1989

Skills
Program Management, Integration, Business Process, PMP, ERP, Accounting, Strategic Planning

Education
Muhlenberg College
B.A., Accounting & Finance

Anthony F. Nicoletti Anthony F. Nicoletti Pittsford, New York Details
Anthony F. Nicoletti's Dean Witter Reynolds Inc. Experience April 1974 - May 1985
Job Manging Director at Rochester Weath Management Group, LLC
Industry Investment Management
Experience
Rochester Weath Management Group, LLC   2009 - Present
Morgan Stanley  July 2006 - June 2008
Dean Witter Reynolds, Inc.   April 1974 - May 1985

Education
University of Rochester   1957 — 1965
BS, English/Finance

St. John Fisher College   1953 — 1955
BSS, Social Sciences

Kathleen Goor Kathleen Goor Minneapolis, Minnesota Details
Kathleen Goor's Dean Witter Reynolds Inc. Experience November 1987 - December 1996
Job Owner
Industry Consumer Services
Experience
Kathleen's Learn & Play   January 1997 - Present
Dean Witter Reynolds, Inc.   November 1987 - December 1996
Kidder Peabody  October 1984 - November 1987
E. F. Hutton   June 1981 - September 1984

Education
Augsburg College   1979 — 1981
Communication and Media Studies

Golden Valley Lutheran College   1977 — 1979
Associate of Arts (A.A.), Music

Paula Koberstine Paula Koberstine Naperville, Illinois Details
Paula Koberstine's Dean Witter Reynolds Inc. Experience 1983 - 1988
Job Tumor Registrar II, CTR at Edward Hospital
Industry Hospital & Health Care
Experience
Edward Hospital  March 2014 - Present
Edward Hospital  March 2012 - Present
College of DuPage  June 2010 - May 2013
Family Office & Private Management   1988 - 1992
Dean Witter Reynolds, Inc.   1983 - 1988

Skills
Team Building, Medical Records, Data Analysis

Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Teaching French-Secondary Education

University of Illinois at Urbana-Champaign
Master of Arts (M.A.), Teaching English as a Second or Foreign Language/ESL Language Instructor

steve hammack steve hammack Galveston, Texas Details
steve hammack's Dean Witter Reynolds Inc. Experience January 1995 - January 1996
Job Energy Consultant at Hammack Consulting
Industry Oil & Energy
Experience
Hammack Consulting   January 2014 - Present
Great Eastern Energy  January 2010 - January 2014
ConocoPhillips  January 2009 - June 2009
BP  December 2006 - May 2008
Constellation  October 2004 - January 2006
Consumers Energy  October 2000 - June 2003
Amerex Power Ltd   January 1996 - October 2000
Dean Witter Reynolds Inc.   January 1995 - January 1996
Prudential Bache Securities  1991 - 1995

Skills
Power, Natural Gas, Hedging, Technical Analysis, Supply Contract..., Position Analysis, Retail Energy Management, Renewable Energy Credits, Power Capacity, WACOGS analysis, Energy Markets, Energy Industry, Renewable Energy, Commodity Markets, Electricity Markets, Management, Trading

Education
Stephen F. Austin State University   1984 — 1989
Bachelor of Business Administration (B.B.A.), Finance

Nan Williams Nan Williams Macon, Georgia Details
Nan Williams's Dean Witter Reynolds Inc. Experience May 1984 - April 1988
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2000 - Present
Bank of America  April 1988 - October 2000
Dean Witter Reynolds Inc.   May 1984 - April 1988

Skills
retirement planning, investment strategies, asset allocation, risk management

Education
The University of Georgia   1982 — 1984
Master of Business Administration (M.B.A.), Finance, General

The University of Georgia   1979 — 1982
Bachelor of Arts (B.A.), Journalism-Advertising

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