Disclosure, Inc
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Disclosure, Inc Employees
Accenture Federal Services August 2013 - Present
CACI International Inc December 2001 - August 2013
Impact Innovations - FAA 1998 - 2001
OnSite Technologies Inc May 1997 - February 1999
Disclosure Inc 1992 - 1997
Hyatt Regency Bethesda 1987 - 1989
Skills
Business Intelligence, Project Management, Databases, Enterprise Software, Business Objects, Management, MS Project, Change Management, Integration, Crystal Reports, IT Strategy, Business Process..., Requirements Analysis, SQL, ITIL, Strategy, Team Leadership, Program Management, Information Technology, SharePoint, Microsoft Office, SDLC, IT Service Management, Enterprise Architecture, Foundation Certified, BMC Remedy, SAP BusinessObjects..., Crystal Report Developer, Cognos, Service-Now, BMC Dashboards
Education
University of Maryland University College 1999 — 2004
Masters, Information Technology Management
Towson University 1981 — 1984
Bachelors of Science, Marketing
NAI Platform Realty September 2005 - Present
Multex 1994 - 2002
Disclosure Inc. 1988 - 1993
Shearson Lehman Brothers March 1984 - September 1987
Skills
Investment Properties, Real Estate Investment, Brokerage, Real Estate, Leases, Acquisitions, Real Property, Start-ups, Commercial Real Estate, Portfolio Management, Real Estate Transactions, Tenant Representation, Investments, Tenant, Location Intelligence, Venture Capital, Property Management, Investors, Finance, Real Estate Development, Buyer Representation, Disposition, Corporate Real Estate
Education
Duke University 1979 — 1983
Bachelor of Arts, Economics and History
Forsyth Country Day School 1970 — 1979
Tower Square Investment Management, LLC June 2015 - Present
First Allied Asset Management 2012 - June 2015
First Allied Asset Management 2007 - 2011
Thomson Reuters 2000 - 2006
Disclosure Inc 1997 - 1999
Citi 1995 - 1996
Skills
Portfolio Management, Product Development, Equities, Financial Markets, Investments, Trading, Financial Analysis, Derivatives, Capital Markets, Financial Modeling, Financial Services, Investment Banking, Banking, Risk Management, Finance, Fixed Income, Corporate Finance, Hedge Funds, Valuation, Bloomberg
Education
Penn State University 1992 — 1994
Master of Business Administration (MBA), Finance, General
State University of New York at Binghamton 1985 — 1989
Bachelor of Science (BS), Finance, General
home January 2014 - Present
BNP Paribas 1997 - 2012
Disclosure Inc 1994 - 1997
Shearson Lehman American Express 1987 - 1989
Skills
Business Analysis, Data Warehousing, Database Design, Software Development, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Bonds, Microsoft Excel, Visual Studio, Visual Basic, Windows 8 Store App..., Business Intelligence
Education
Fairleigh Dickinson University
Bachelor of Arts (BA), Mathematics
NYU
Graduate Courses, Finance, General
OneWorld Ventures 2010 - Present
Qology June 2012 - September 2014
Access Innovations January 2012 - May 2012
AIP (American Institute of Physics) 2007 - 2010
American Institute of Physics 2005 - 2007
AIP 1997 - 2004
Disclosure Inc 1992 - 1996
Skills
Content Management, Online Publishing, Publishing, Strategy, Web Development, Content Development, Product Development, Online Advertising, Strategic Planning, Software Development, Web Content, Public Speaking, Publishing Technology, Ebooks, Business Development, Journals, Digital Media, Content Strategy, Email Marketing, Web Analytics, User Experience, Publications, Management, Digital Marketing, SEO, CMS, XML, CRM, HTML, Blogging, E-commerce, New Business Development, Business Process...
Education
Arizona State University
BA
Universite Catholique de Lille
LPL Financial August 2015 - Present
Barnum Financial Group February 2012 - July 2015
AXA Advisors June 2004 - February 2012
Thomson Financial, formerly Primark Corp. January 1997 - March 2003
Thomson Financial 1996 - 2001
Disclosure Inc. 1996 - 1999
Skills
Investments, Insurance, Financial Strategies, Estate Conservation..., Retirement Funding...
Education
Baruch College 1989 — 1993
MBA, Finance & Investments
University at Buffalo 1975 — 1980
B.A., School of Management
Union Bank January 2003 - Present
Tracy Kaufman January 2002 - September 2002
The MONY Group May 2001 - December 2001
Washington Mutual Bank / WM Financial Services March 1999 - May 2001
Disclosure, Inc May 1997 - February 1998
Merrill Lynch January 1996 - May 1997
Goldman Sachs May 1994 - January 1996
Skills
Credit Analysis, Sales Management, Risk Management, Staff Management, Staff Supervision, Credit Management, Cash Management, Banking, Executive Management, Organizational..., Training Analysis
Education
University of San Diego, Guadalajara 1992 — 1992
University of San Diego 1988 — 1992
Bachelor of Science (B.S.), Business Adminstration
Webster University London and Geneva 1990 — 1990
Coronado High
Coronado High
Artful Technology, LLC January 2004 - Present
Apex CoVantage October 2010 - December 2013
Edwards Information, LLC October 2007 - November 2011
Georgeson Shareholder Analytics March 2005 - October 2006
Thomson Financial March 2000 - January 2004
Primark Corporation October 1997 - March 2000
Disclosure Inc October 1996 - October 1997
Disclosure Inc April 1996 - October 1996
Disclosure Inc January 1996 - April 1996
Disclosure Inc November 1991 - January 1996
Skills
Client Service & Support, Content Management, Quality Management, Product Support, Leadership, Offshoring, Corporate Research, Client Surveys, Project Management, Customer Support, Customer Service, Outsourcing, Program Management, Marketing, Business Development, Change Management, Integration, Business Analysis, CRM, Management, Strategy, Vendor Management, Requirements Analysis, Analysis
Education
University of Minnesota-Twin Cities
Bachelor's degree, Business Administration and Management, General
Century College
Associate of Arts (AA), Business Administration and Management, General
Independent Contractor April 2014 - Present
En Avant Congo September 2003 - July 2012
Nordstrom, Inc November 2003 - December 2007
Thomson Financial September 2001 - August 2002
Inspection & Control Services Ltd August 1999 - July 2001
Disclosure, Inc July 1994 - July 1999
Disclosure, Inc March 1992 - July 1994
Skills
International..., International Relations, Microsoft Office, Research, English, Teamwork, Economics, Social Media, Microsoft Word, Nonprofits, Public Speaking, Microsoft Excel, PowerPoint, Multicultural..., French, Program Evaluation, Human Rights, Policy Analysis, Editing, Public Policy, Water Governance, Policy Analysis for..., Micro-Politics and..., International Politics..., Interpersonal Savvy, Financial Management, Analysis
Education
American University 2012 — 2014
Master of International Service, International Development
Southeastern University 1993 — 1996
Bachelor’s Degree, Finance
Computer Wiz Corp. January 2012 - Present
ComputerWiz 777 Corp August 2007 - Present
Techzar Systems November 2004 - Present
Knight-Life Ent. June 2012 - May 2013
Knight-Life Ent. 2012 - 2013
Chase Research February 2002 - December 2004
Primark Corp. July 1997 - September 2001
Primark Corporation March 1991 - September 2001
Primark Corp 1994 - 1999
Disclosure Inc September 1988 - March 1991
Skills
Electronics, Mechanics, Audio Engineering, Mastering, Live Recording, Studio Recording, Audio Restoration, Electronic Repair, Desktop Systems, Logo Design, Platform Integration, Apple Software, Tablet PC, Motherboards, Cat5, Novell Servers, IBM Servers, Video Cards, Sound Cards, Electronics Repair, LCD and Plasma TV Repair, DNS, Novell, Network Administration, Troubleshooting, Computer Hardware, Hardware, Networking, Windows 7, Servers, VPN, DHCP, VoIP, Routers, Software Installation, Firewalls, Windows Server, Windows XP, Technical Support, Microsoft Exchange, LAN-WAN, Laptops, Customer Service, Windows, Printers, Integration, HP
Education
City University of New York 1992 — 1994
BS, Office systems Management
Technology Training Solutions 1991 — 1993
MCP, Microsoft Networks
UWI 1986 — 1990
BA, Electronic Engineering
Albert Merrill School of Computer Science
B.A, Electrical and Electronics Engineering
Olympus Imaging Systems
Certificate, Power Electronics
Technical College Institute
A.A.S, Digital CAD / PC- Integrated circuit design. Information Systems Management
University of Guyana
Applied Science; B.S, Electronic Engineering
Advanced Software Systems, Inc. March 2014 - Present
Homeland Security Today Magazine September 2012 - February 2014
CorData Systems March 2012 - July 2012
Byles and Associates December 2010 - February 2012
Fairfax County Chamber of Commerce January 2006 - June 2009
KMI Media Group June 1998 - July 2001
Monch Publishing Group October 1985 - April 1998
Disclosure Inc. October 1982 - August 1994
Skills
New Business Development, Government Contracting, Solution Selling, Military, B2B, Strategic Planning, Executive Management, Fundraising, Non-profits, Public Relations, Leadership Development, Business Development, Lead Generation, Advertising, Sales, Government, Strategic Partnerships, Leadership, Strategy, Marketing Communications
Education
Georgetown University 2001 — 2005
B.A.L.S., Public Policy, Ethics
Kirkland & Ellis LLP July 2011 - Present
Crate & Barrel October 2005 - March 2015
Coty Inc. June 2005 - July 2011
Oversea Chinese Mission July 2002 - May 2005
Greenberg Traurig (Formerly with Camhy Karlinsky & Stein) February 2000 - January 2002
Thacher Proffitt & Wood May 1998 - November 1999
Kenyon & Kenyon June 1995 - April 1998
Kenyon & Kenyon June 1993 - June 1995
Disclosure, Inc January 1992 - May 1993
Skills
Invoicing, Account Reconciliation, General Office Duties, SAP, Logistics, Telecommunications..., Budget Tracking, Calendaring, Minutes, Travel Logistics, Event Planning, Records Management, Online Research, Dispatching, Inventory Control, Analytical Abilities, Administrative Support, Expenses, PowerPoint, Word, Excel, Desktop Publishing, Documentation, Project Coordination, Troubleshooting, Outlook, Trademark Prosecution, Patent Litigation, Scheduling, Vendor Relations, Microsoft Office, Process Scheduler, Software Documentation, Budgets, Office Management, Microsoft Excel, Leadership, Teamwork, Cross-functional Team..., Administrative..., Project Management, Customer Service, Purchasing, Event Management
Education
New York University 1986 — 1991
Computer Science
GFNN, Inc. January 2013 - Present
Market Consulting August 2001 - December 2012
Mergent, Inc. December 1998 - July 2001
Multex June 1994 - April 1996
Disclosure Inc. October 1992 - May 1994
Moody's Investors Service July 1990 - October 1992
Market Guide November 1988 - July 1990
Muller & Company 1981 - 1988
Skills
CRM, Business Development, Management, Market Research, Strategic Planning, Executive Management, Product Development, Marketing, Product Management, Market Analysis, Finance, Business Intelligence, Budgets, Management Consulting, Strategy
Education
Cornell University 1977 — 1981
BS, Business Management & Finance
Seeking Personal Assistant Position January 2010 - April 2010
Cox Communications January 1998 - December 2000
Self Employed Contractor January 1996 - January 1998
Disclosure Inc. 1991 - 1996
Education
Northern Illinois University 1980 — 1984
BS, Computer Science / Business Minor
Lake Forest Academy 1976 — 1980
EDGAR Online, Inc. April 2010 - Present
Thomson Reuters May 2007 - December 2008
Thomson Financial July 2006 - February 2007
Georgeson Shareholder Analytics November 2005 - June 2006
Primark 1995 - 2000
Disclosure Inc 1991 - 1995
Skills
Process Improvement, Project Management, Business Analysis, Business Process..., Cross-functional Team..., Analysis, CRM, Management, Software Documentation, Team Leadership, Databases, Contract Negotiation, Leadership
Education
Frostburg State University 1981 — 1985
BS, Business
Fourlane September 2014 - July 2015
Calvin College September 2004 - August 2014
Gordon College November 2012 - November 2012
Self-Employed August 1995 - September 2004
Oldham General Contractors January 1991 - January 1992
Johnson-Rauhoff, Inc. September 1990 - January 1991
Disclosure Inc. February 1986 - September 1990
Skills
QuickBase, QuickBase Development, Event Planning, Editing, Public Speaking, Program Management, Research, Leadership, Marketing, Project Management, Management, Teaching, Graphic Design, Programming, Database Admin, Higher Education, Nonprofits, Microsoft Office, Customer Service, Curriculum Design, Program Development, Entrepreneurship, Relational Database..., Web Design, Market..., Community Outreach, Fundraising
Education
University of Denver 1983 — 1985
B.A., English/Marketing
Calvin College 1980 — 1982
English, Elementary Education
Benton Harbor High School 1976 — 1980
Thomson Reuters 1988 - Present
Disclosure Inc. 1983 - 1986
National Standards Association 1980 - 1983
Skills
Financial Services, Strategic Partnerships, New Business Development, Vendor Management, Business Development, Relationship Management, CRM, Outsourcing, Strategy
Education
New York University 1986 — 1988
MBA, Finance
Georgetown University 1976 — 1980
BSBA, Business
Engility formerly Dynamics Research Corporation July 2012 - Present
Long Fence April 2012 - July 2012
C&G Trucking Co. May 2009 - January 2010
Ditch Witch of Georgia March 2005 - May 2008
Disclosure Inc. February 1986 - June 2000
Skills
Microsoft Office, Office Equipment, Customer Service, Telephone Reception
Education
Westwood College-Arlington Ballston 2014 — 2015
Associate's Degree, Business Administration and Management, General
Essex County College
Business Administration and Management, General
High School of Commerce. Ottawa, Ontario
T. Rowe Price October 2006 - Present
Georgeson Shareholder Analytics October 2005 - October 2006
Thomson Financial January 1998 - October 2005
Primark, Inc June 1997 - January 1998
Disclosure, Inc July 1995 - June 1997
Skills
Information Management, DBVisualizer, Microsoft Office, Supervisory Skills, Data Analysis, Databases, Dbase, SEC filings, Bloomberg Terminal, Database Monitoring, SDLC, User Acceptance Testing, Eagle PACE, PVCS, Citrix, Visio, Business Process, System Testing, Quality Center, Sybase Adaptive Server, Microsoft Certified..., Microsoft Certified..., WebEx, Data Management, Reference Data
Education
University of Mississippi - School of Business Administration 1992 — 1994
Master of Business Administration (M.B.A.), Business/Commerce, General
University of Mississippi 1990 — 1992
Master of Accountancy