DLJdirect Company
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DLJdirect Employees
Lebenthal Wealth Advisors March 2014 - Present
Morgan Stanley January 2005 - March 2014
Citigroup Asset Management July 1999 - January 2005
DLJdirect July 1998 - July 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Estate Planning, Strategic Financial..., Financial Analysis, Financial Planners, Financial Advisory, Portfolio Management, Wealth Management, Financial Services, Finance, 401k, Series 7, Wealth, Financial Planning
Education
Lehigh University 1994 — 1998
BS Finance
Pomfret School 1992 — 1994
Convent of the Sacred Heart 1981 — 1992
Foster's Market January 2015 - Present
Brilliant Sky Toys and Books October 2010 - January 2015
Morgan Stanley October 2000 - June 2001
DljDirect January 2000 - October 2000
Chicora Foundation May 1997 - January 2000
Skills
Merchandising, Customer Service, Purchasing, Inventory Control, Business Operations, Archaeology, Retail, Process Improvement, Training, Accounts Receivable, Accounts Payable, Schedules, Operational Efficiency, Payroll, Organizational Structure, Archaeological Survey, Management, Event Planning, Budgets, Social Media, Bookkeeping, Human Resources
Education
University of South Carolina-Columbia 1995 — 1997
Master's degree, Anthropology
Louisiana State University 1988 — 1995
Bachelor of Arts (BA), Anthropology
Pruco COMMAND November 2014 - Present
MetLife Broker-Dealer Group November 2001 - November 2014
DLJdirect June 1999 - September 2001
Skills
Series 7, Series 24, Series 53, Series 63, Financial Services, FINRA, Customer Service, Transition Support, Operations Management, Brokerage, Securities, Mutual Funds
Education
Drew University 1995 — 1999
Bachelor of Arts (BA), Economics
WestEnd Advisors March 2012 - Present
Bank of America Merrill Lynch February 2010 - March 2012
Banc of America Securities May 2009 - February 2010
Banc of America Securities July 2008 - May 2009
Bank of America March 2006 - July 2008
Banc of America Securities August 2005 - March 2006
Bank of America June 2004 - August 2005
Banc of America Investment Services Inc. 2001 - 2004
DLJdirect 1999 - 2001
First Union Brokerage Services 1998 - 1999
Skills
Options, Analysis, Portfolio Management, Investment Banking, Financial Risk, Asset Management, Mutual Funds, Investments, Trading, Finance, Equities, Securities, Fixed Income
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Corporate Communication, Mathematics
RBC Capital Markets Corp. May 2003 - January 2015
Lehman Brothers January 1994 - May 2003
DLJdirect 2000 - 2000
Sullivan & Cromwell LLP 1990 - 1993
Shadley, Melançon, Boro & Muskatel September 1980 - June 1988
Québec Ministry of Justice September 1978 - September 1980
Skills
Hedge Funds, Equity Derivatives, Derivatives, Securities, Capital Markets
Education
Boston University School of Law 1988 — 1990
J.D., Law
Université de Montréal 1974 — 1977
LL.L., Law
McGill University 1967 — 1972
B.A., Philosophy
American Red Cross November 2012 - Present
Gaston Alive Magazine January 2012 - November 2012
LPL Financial Institution Services January 2006 - June 2011
Harrisdirect 2004 - 2005
DLJdirect 1999 - 2005
HARRISdirect, LLC, (formerly CSFBdirect and DLJdirect) 1999 - 2005
First Citizens Bank 1994 - 1999
First Union Securities 1990 - 1994
Skills
Series 7, Strategic Planning, Problem Solving, Performance Management, Budgeting, Talent Management, Coaching, Organizational..., Customer Relations, Leadership Development, Team Building, Compliance, Customer Service, Negotiation, Public Speaking, Process Improvement, New Business Development, Project Planning, Budgets, Business Development, Sales, Account Management, Banking, Strategy
Education
Villanova University 2011 — 2011
Certificate, Finance and Accounting
Villanova University 2010 — 2011
Master Certificate, Strategic Organizational Leadership
Mars Hill University 1972 — 1976
BA, English
Quantopian July 2012 - Present
CarNow July 2015 - Present
Trading Ticket, Inc. July 2015 - Present
Formula Investing September 2008 - January 2013
CSFBdirect November 2000 - January 2002
DLJdirect September 1987 - November 2000
DLJ August 1984 - November 2000
Lehman Brothers October 1982 - August 1984
Xerox July 1979 - September 1982
Skills
Hedge Funds, Executive Management, Asset Managment, Mutual Funds, Product Development, Alternative Investments, Investments, Investment Strategies, Financial Services, Series 63, High Net Worth..., Venture Capital, Electronic Trading, Private Equity, Series 7, FINRA, Investment Banking, Portfolio Management, Entrepreneurship, Strategy, Due Diligence, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investment Management, Emerging Markets, Start-ups, Angel Investing, Investor Relations, Private Placements, Asset Management
Education
Hamilton College 1974 — 1978
AB, Government
Avanade 2013 - Present
Medidata Solutions 2007 - 2013
IBM 2003 - 2007
Sapient 2000 - 2001
DLJdirect July 1998 - August 2000
Skills
Strategy, Demand Generation, Competitive Analysis, Cross-functional Team..., Go-to-market Strategy, New Business Development, Market Analysis, Market Research, Business Strategy, Marketing Strategy, Management Consulting, Management, Business Intelligence, Consulting, Program Management, Medical Devices, Marketing Communications, Negotiation, Project Planning
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
University of Pennsylvania 1994 — 1998
BA
Jakarta International School 1986 — 1994
High School
SunTrust Investment Services, Inc April 2011 - Present
5/3 Bank November 2009 - April 2011
Bank of America July 2008 - March 2009
E*TRADE Financial November 1998 - June 2008
DLJdirect 1998 - 2002
R.M. Stark January 1998 - November 1998
MetLife Financial Services May 1997 - January 1998
Education
University of North Carolina at Asheville 1993 — 1997
Bachelor of Arts (B.A.), Economics
Keller Williams Realty Boston Northwest May 2015 - Present
Memories In Quilt June 1997 - Present
Hill Team Associates, Keller Williams Realty February 2012 - April 2015
Earthlink Business January 2007 - February 2012
Peachtree Animal Hospital March 2002 - December 2006
DLJdirect March 2000 - January 2002
The Walt Disney Co January 1999 - January 2000
University of Massachusetts Amherst July 1996 - December 1999
The Walt Disney Company 1996 - 1997
Skills
Telecommunications, Event Management, Banquets, Collocation, CLEC, Guest Satisfaction, Front Office, Veterinary, Social Events, Co-location, Customer Satisfaction, Customer Service, Managed Services, Management, Sales, VoIP
Education
University of Massachusetts, Amherst 1994 — 1998
B.S., Hospitality Business
Marlborough High School 1990 — 1994
Sotheby's International Realty July 2014 - Present
Source4 Teachers April 2014 - Present
E*TRADE Financial February 2006 - February 2013
E*TRADE Financial 2006 - February 2013
Harrisdirect 2004 - 2006
DLJdirect 1998 - 2002
Skills
Series 7, Series 24, Securities, Series 63, Equities, Mutual Funds, FINRA, Fixed Income, Financial Services, Wealth Management, Trading, Investments, Risk Management, Options, Capital Markets, Back Office, Alternative Investments, Middle Office, Finance, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark
bmtmarine 2007 - 2009
HarriisDirect 2005 - 2007
DLJdirect 1999 - 2006
Education
New Jersey City University 1990 — 1994
bs, business management
Merkle April 2013 - Present
Merrill Lynch January 2009 - April 2013
Merrill Lynch April 2004 - December 2008
Bank of Montreal 2002 - 2004
DLJdirect 2000 - 2002
Prodigy Internet 1999 - 1999
US Navy 1993 - 1998
Skills
CRM software, Customer Interactions, Team Leadership, Segmentation, Analytics, Campaign Management, Siebel, Customer Experience, Marketing Strategy, Strategic Planning, Business Strategy, Marketing Management, Business Analysis, Cross-functional Team..., Strategy Development, Business Intelligence, Team Building, Program Management, Business Planning, Mentoring, Customer Retention, Integrated Marketing, Multi-channel Marketing, Salesforce.com, Database Marketing, Executive Management, Thought Leadership, Customer Insight, Call Center, CRM, Strategy, Wealth Management, Investments, Portfolio Management, Leadership, Management, Analysis, Mergers & Acquisitions, Marketing, Call Centers, Strategic Partnerships, Marketing Communications, Financial Services, Equities, Bass Fishing, Relationship Management, Business Development, Direct Marketing
Education
Yale University - Yale School of Management 1998 — 2000
MBA
United States Naval Academy 1989 — 1993
BS
Symphony - Secure Seamless Communication October 2014 - Present
BNY Mellon April 2012 - Present
iNautix 1997 - Present
Pershing LLC April 2001 - June 2011
DLJdirect 1988 - 2001
Education
New York Institute of Technology-Old Westbury 1985 — 1986
MS, Computer Science
Indian Institute of Management, Ahmedabad 1981 — 1983
MBA
Indian Institute of Technology, Madras 1976 — 1981
B.Tech., Civil Engineering
Vanare April 2012 - Present
Merrill Lynch June 2009 - March 2012
J.P. Morgan June 2008 - May 2009
Bear Stearns December 2002 - May 2008
DLJdirect 1993 - 2002
Skills
Business Management, Wealth Management, Product Development, Financial Services, Portfolio Management, Business Strategy, Management, Financial Advisory, Investments, Leadership, Hedge Funds, Alternative Investments, Asset Management, Securities, Equities, Fixed Income, Capital Markets
Education
Gettysburg College 1985 — 1989
Bachelor of Arts, Business
DBI LLC July 2012 - May 2013
broker/dealer and financial advisory firm February 2011 - May 2012
Merrill Lynch September 2005 - July 2009
Private Investment Advisory / Estate Planning firm December 2002 - August 2005
DLJdirect 1999 - 2001
Citicorp Investment Services 1997 - 1998
Barington Capital Group 1995 - 1997
Education
Mason Gross School Of The Arts - Rutgers University 1985 — 1991
Performing Arts
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1991
Mason Gross School of the Arts, Performing Arts
Cumberland High School 1982 — 1985
Merrill Lynch March 2008 - Present
Morgan Stanley April 2006 - March 2008
Goldman Sachs June 2004 - April 2006
Morgan Stanley October 1999 - June 2004
IntegraSolv 1998 - 1999
DLJDirect 1996 - 1998
Skills
Trading Systems, Fixed Income, Interest Rate..., Risk Management, Unix
Education
Monmouth University 1992 — 1995
MS
Rutgers University-New Brunswick 1984 — 1989
United Integrity Group February 2014 - Present
JPMorgan Chase July 2007 - July 2012
Bear Stearns July 2007 - March 2008
Barclays Capital October 2005 - August 2007
JPMorgan Chase October 2002 - October 2005
HSBC Securities July 2001 - October 2002
DLJdirect May 1999 - May 2001
UBS PaineWebber October 1998 - May 1999
Skills
Derivatives, Series 7, Fixed Income, Capital Markets, Equities, Trading, Hedge Funds, Investments, Investment Banking, Securities, Management, Financial Services, Portfolio Management, Risk Management, Asset Management, Options, Bloomberg, Credit Derivatives, Bonds, Series 63, Trading Systems
Education
Fordham Gabelli School of Business 2004 — 2009
MBA, Banking and Finance
University of Delaware 1993 — 1997
Finance
ADP November 2008 - Present
Merrill Lynch December 2007 - July 2008
Pershing LLC May 2000 - November 2007
DLJdirect 2000 - 2001
Servicio UniTeller 1999 - 2000
Prudential Insurance 1991 - 1999
Skills
SDLC, Process Improvement, Project Management, Program Management, Business Analysis, Business Process..., Project Portfolio..., Vendor Management, Project Planning, PMO, PMP, Risk Management, IT Strategy, Management, Leadership, Requirements Analysis, Software Project..., Analysis, Integration, Business Process, Project Delivery, Agile Methodologies, Team Management, Resource Management, Software Development, IT Management, Agile Project Management, Requirements Gathering, Business Process Design, Offshoring, User Acceptance Testing, Testing, Enterprise Architecture, Outsourcing, Financial Services, SharePoint, Strategy, Talent Management, Team Leadership, Business Intelligence, Team Building, Quality Assurance, Change Management, Visio, Business Requirements, CRM, MS Project, SaaS, Cross-functional Team..., Information Technology
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1991
Bachelor's Degree
AC Lordi June 2014 - Present
hibu August 2012 - April 2014
Realogy January 2011 - July 2012
KPMG LLP March 2004 - November 2010
Pershing PTG 2001 - 2001
Inautix 2000 - 2000
Busch Entertainment Corp (Sesame Place) 1998 - 2000
DLJDirect 1999 - 1999
Skills
IT Audit, CISA, Information Technology, Governance, Internal Audit, PMO, Sarbanes-Oxley Act, Quality Assurance, Enterprise Risk..., Business Analysis, Business Process..., Business Continuity..., SAS70, Process Improvement, COBIT, Information Security, Business Process, Risk Management
Education
Penn State University 1998 — 2003
Bachelors Science OISM, Operations Information Systems Management
Pershing January 2001 - Present
DLJdirect June 1999 - December 2000
DLJdirect July 1997 - June 1999
Education
Pace University 2000 — 2005
New York University - Leonard N. Stern School of Business 1993 — 1997
Envestnet, Inc 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJdirect and CSFBdirect 1995 - 2002
DLJdirect 1992 - 2002
Pershing LLC 1981 - 2002
DLJ 1981 - 2002
Pershing LLC, An affiliate of The Bank of New York Mellon 1981 - 2002
Pershing Division of Donaldson Lufkin & Jenrette 1981 - 2002
Pershing (Division of Bank of New York Mellon Corporation) 1981 - 2001
Skills
Equities, Series 7, Series 63, Securities, Series 24, Financial Services, Fixed Income, Alternative Investments, Mutual Funds, Electronic Trading, Capital Markets, Hedge Funds, Asset Management, Investments, Wealth Management, Executive Management, FINRA, Trading
Education
Williams College 1966 — 1970
Deerfield Academy 1964 — 1966
Institut Le Rosey 1962 — 1964
SUNY Fashion Institute of Technology August 2003 - Present
DLJdirect 1999 - 2000
Education
Fordham University
Hofstra University
Advanced Study Diploma, Instructional Communications
E*TRADE Financial Corporation April 2014 - Present
E*TRADE Financial Corporation April 2010 - March 2014
E*TRADE Financial Corporation October 2005 - March 2010
Harris Direct 2002 - 2005
CSFB Direct 2001 - 2002
DLJDirect 1998 - 2000
UJA-Federation 1993 - 1995
Skills
Financial Services, Banking, Securities, Series 7, Process Improvement, Leadership, Risk Management, Vendor Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Securities Industry Institute
Baruch College, City University of New York (CUNY)
Wells Fargo September 2014 - Present
Aquesta Bank October 2006 - September 2014
SunTrust Bank May 2005 - October 2006
First Charter Bank February 2004 - May 2005
Wachovia Bank September 2002 - February 2004
First Union National Bank October 2000 - September 2002
DLJDirect July 1998 - September 2000
Skills
Commercial Lending, Portfolio Management, Financial Analysis, Business Relationship..., Credit Analysis, Loan Origination, Deposits, Lines Of Credit, Refinance
Education
Appalachian State University 1992 — 1996
Pershing July 1993 - Present
iNautix 1998 - 2001
DLJdirect 1993 - 2001
PC Financial Network 1993 - 1996
Skills
Financial Services, Series 63, Series 7, Product Management, Portfolio Management, Trading Systems, FINRA, Equities, Securities, Series 24, Risk Management, Hedge Funds, Trading, Fixed Income
Education
Cornell University 1989 — 1993
Chaminade High School 1985 — 1989
Wells Fargo October 2013 - Present
TIAA-CREF January 2011 - October 2013
TIAA-CREF July 2007 - January 2011
Wachovia 2004 - 2007
DLJdirect 2000 - 2003
JC Bradford 1997 - 2000
Interstate/Johnson Lane 1991 - 1997
Skills
Risk Management, Financial Risk, Capital Markets, Broker-Dealer Compliance, Internal Audit, Lean Transformation, Branch Management, Auditing, Risk Assessment, Internal Controls, Analysis, Business Analysis, Financial Services, AML, Securities, FINRA, Series 7, Wealth Management, Series 63
Education
Montreat College 1986 — 1990
Bachelor of Science,, Business Management
Westminster Academy 1980 — 1985
E*TRADE Financial Senior TraderHarrisdirect2004 - 2006
CSFBdirect 2000 - 2003
DLJdirect 1998 - 2000
Education
East Carolina University 1993 — 1998
TIAA-CREF January 2009 - Present
Etrade Financial October 2006 - 2008
Etrade Finanacial 2006 - 2007
Harrisdirect 2000 - 2006
CSFBDirect 2000 - 2006
DLJDirect 2000 - 2001
DLJDirect 1999 - 2001
Education
Champlain College 1994 — 1999
Ipreo August 2001 - Present
DLJDirect June 2000 - August 2001
Eastman Software January 1998 - June 2000
Skills
C#, Web Services, ASP.NET, XML, Microsoft SQL Server, .NET, Visual Studio
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
B.S., Computer Science
Taškentskij Elektrotehniceskij Universitet Svjazi
TIAA-CREF February 2002 - Present
DLJdirect February 1999 - October 2001
Datek Online January 1996 - November 1998
Skills
Training, Process Improvement, Performance Improvement, Coaching, Financial Services, Leadership Development, Mutual Funds, Staff Development, Change Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1990 — 1994
BA & BS, Economics & Finance
Ellis University 2006 — 2008
MBA, Business
TIAA-CREF January 2014 - Present
TIAA-CREF Life Insurance Company June 2007 - January 2014
TIAA-CREF Life Insurance Company June 2007 - June 2011
Evergreen Investments (Subsidiary of Wachovia Corporation) September 2006 - June 2007
TIAA-CREF June 2001 - September 2006
DLJDirect April 2000 - March 2001
Merrill Lynch June 1998 - August 1999
Skills
Mutual Funds, Leadership, Series 7, Business Analysis, Strategic Financial..., Series 63, Operations Management, Call Center Management, Client Focused..., Effective Decision..., SEC Regulations, Risk/Controls, Employee Learning &..., Employee Benefits, Fixed Annuities, Insurance, Process Improvement, Call Centers, Financial Services, Cross-functional Team..., Investments, Management, Relationship Management, Analysis, Risk Management, Project Management, Financial Planning
Education
Keller Graduate School of Management - DeVry University 2004 — 2006
MBA, Non-Profit Management
Keller Graduate School of Management of DeVry University 2004 — 2006
Master, Business Administration
University of South Carolina 1995 — 1999
Bachelor of Science, Business Administration; Finance
University of South Carolina - Darla Moore School of Business 1995 — 1999
B.S, Business Administration - Finance
E*Trade ManagerE*TRADE Financial1996 - Present
CSFBdirect 2000 - 2001
DLJdirect 1998 - 2000
Skills
Series 7, Series 24, Securities, Equities, FINRA, Options, Financial Services, Mutual Funds, Investments, Series 63, Fixed Income, Risk Management, Capital Markets, Hedge Funds, Trading, Portfolio Management, Wealth Management, Bloomberg, Derivatives, Alternative Investments, Trading Systems, Management, Back Office, Asset Allocation, Financial Markets, Bonds, Asset Management, ETFs, Financial Risk
Education
Niagara University 1993 — 1996
Hanover Park
E*TRADE Financial January 2007 - Present
DLJdirect August 1997 - October 2004
Merrill Lynch August 1991 - May 1997
Skills
Series 7, Securities, Fixed Income, Equities, Derivatives, Capital Markets, Series 24, Alternative Investments, Bloomberg, Trading, Series 63, Investments, Bonds, Series 53
Education
New York Institute of Technology 2002 — 2005
MBA, Finance
Fairleigh Dickinson University 1986 — 1991
Bachelor, Business Management
Queen of Peace HS
Chatham Township Planning Board 2008 - 2014
Law Offices of Thomas A Franko 2006 - 2010
Fairfield University 1996 - 2010
Pershing 1986 - 2006
Pershing Division of Donaldson Lufkin & Jenrette 1986 - 2006
DLJdirect 1994 - 2001
Skills
Hedge Funds, Securities, Series 7, Investments, Equities, Financial Services, Corporate Governance, Strategic Planning, Series 63, Leadership, Financial Risk, Asset Management, Business Strategy, Due Diligence, Series 24, Alternative Investments, Mutual Funds, Fixed Income, Private Equity, Options, Wealth Management, Risk Management, Derivatives, Financial Markets, Capital Markets, Trading, Investment Banking, Structured Finance, Portfolio Management, Mergers & Acquisitions
Education
Fairfield University 1965 — 1969
Bachelor of Arts (B.A.)
Fordham University School of Law
Jd
Financial services 2001 - 2009
Pershing 2000 - 2006
Pershing 2000 - 2006
Pershing 2000 - 2006
DLJdirect 2000 - 2001
Indian Navy 1979 - 1999
Skills
Portfolio Management, Financial Services, IT Strategy, Business Analysis, Vendor Management, Equities, Risk Management, SDLC, Program Management, Strategic Planning, Process Improvement, Strategy, Asset Managment, Management, Project Management, Business Strategy, Change Management, Product Management, Fixed Income, Asset Management, Business Development, Disaster Recovery, Investments, Operations Management, Business Continuity, PMP, Leadership, Team Management, Management Consulting, Project Portfolio..., Relationship Management, Derivatives, Enterprise Architecture, Business Process..., Cross-functional Team..., Integration, Project Planning, Team Building, ITIL, Outsourcing, Data Warehousing, Software Project..., Trading, PMO, Information Security
Education
Thunderbird School of Global Management 2008 — 2008
Indian Institute of Technology, Bombay 1984 — 1985
MS
National Defence Academy
B. Sc.
Naval College of Engineering
Engineering
UBS Wealth Management Americas April 2013 - Present
Keefe, Bruyette & Woods July 2006 - March 2013
dljdirect April 1998 - July 2006
Skills
Series 24, Series 7, Series 63, Risk Assessment, FINRA, AML, USA PATRIOT Act, Equities, Fixed Income, Securities, Investment Banking
Education
University of Hartford
Russell Investments Associate - Product SpecialistBlackRockOctober 2007 - 2010
Quellos Capital Management September 2006 - October 2007
Bank of America July 2000 - September 2006
DLJdirect July 1999 - July 2000
Education
Lafayette College 1995 — 1999
Bachelor's Degree, History
The Pingry School 1991 — 1995