DLJdirect Company

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DLJdirect Employees

Employee
Years
Job
Industry
Carrie Gallaway, CFP® Carrie Gallaway, CFP® New York, New York Details
Carrie Gallaway, CFP®'s DLJdirect Experience July 1998 - July 1999
Job Managing DirectorWealth Management at Lebenthal Wealth Advisors
Industry Financial Services
Experience
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

Rachel Campo Rachel Campo Cary, North Carolina Details
Rachel Campo's DLJdirect Experience January 2000 - October 2000
Job Accounting Professional at Foster's Market
Industry Retail
Experience
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

Diane DeRogatis Diane DeRogatis Iselin, New Jersey Details
Diane DeRogatis's DLJdirect Experience June 1999 - September 2001
Job Manager at Pruco COMMAND
Industry Insurance
Experience
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

Beth Bauguess Beth Bauguess Charlotte, North Carolina Area Details
Beth Bauguess's DLJdirect Experience 1999 - 2001
Job Operations at WestEnd Advisors
Industry Investment Banking
Experience
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

Josef Muskatel Josef Muskatel Greater New York City Area Details
Josef Muskatel's DLJdirect Experience 2000 - 2000
Job Retired
Industry Banking
Experience
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

Eric Garner Eric Garner Charlotte, North Carolina Area Details
Eric Garner's DLJdirect Experience 1999 - 2005
Job Regional Director of Donor Recruitment for the Carolinas Blood Services Region at The American Red Cross
Industry Nonprofit Organization Management
Experience
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

Blake Darcy Blake Darcy Hanover, New Hampshire Details
Blake Darcy's DLJdirect Experience September 1987 - November 2000
Job
Industry Internet
Experience
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

Vidhi Goel Vidhi Goel Greater New York City Area Details
Vidhi Goel's DLJdirect Experience July 1998 - August 2000
Job Technology Marketing Leader
Industry Marketing and Advertising
Experience
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

Joseph Bayse Joseph Bayse Charlotte, North Carolina Area Details
Joseph Bayse's DLJdirect Experience 1998 - 2002
Job Financial Advisor at SunTrust Investment Services, Inc
Industry Financial Services
Experience
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

Lisa Milner Lisa Milner Greater Boston Area Details
Lisa Milner's DLJdirect Experience March 2000 - January 2002
Job Expert in customer service and organization
Industry Arts and Crafts
Experience
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

Michelle Padro Michelle Padro Greater New York City Area Details
Michelle Padro's DLJdirect Experience 1998 - 2002
Job Real Estate Agent at Sotheby's International Realty
Industry Financial Services
Experience
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

Loretta Quigley Loretta Quigley Greater New York City Area Details
Loretta Quigley's DLJdirect Experience 1999 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
bmtmarine   2007 - 2009
HarriisDirect   2005 - 2007
DLJdirect   1999 - 2006

Education
New Jersey City University   1990 — 1994
bs, business management

Aaron Tellier Aaron Tellier Greater New York City Area Details
Aaron Tellier's DLJdirect Experience 2000 - 2002
Job VP Wealth Management Practice at Merkle
Industry Financial Services
Experience
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

Suresh Kumar Suresh Kumar Greater New York City Area Details
Suresh Kumar's DLJdirect Experience 1988 - 2001
Job CIO, BNY Mellon
Industry Information Technology and Services
Experience
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

Rich Cancro Rich Cancro Greater New York City Area Details
Rich Cancro's DLJdirect Experience 1993 - 2002
Job Founder and CEO at Vanare
Industry Financial Services
Experience
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

James Corry James Corry Greater New York City Area Details
James Corry's DLJdirect Experience 1999 - 2001
Job Vice President Supervisory Manager at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
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

Robert Conklin Robert Conklin Greater New York City Area Details
Robert Conklin's DLJdirect Experience 1996 - 1998
Job
Industry Investment Banking
Experience
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

Robert Hetherington Robert Hetherington Greater New York City Area Details
Robert Hetherington's DLJdirect Experience May 1999 - May 2001
Job Estate & Retirement Planning
Industry Financial Services
Experience
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

Justo Pastor Justo Pastor Greater New York City Area Details
Justo Pastor's DLJdirect Experience 2000 - 2001
Job Sr. Director of Project Management at ADP Innovation Labs
Industry Financial Services
Experience
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

Thomas Roy Thomas Roy Greater Philadelphia Area Details
Thomas Roy's DLJdirect Experience 1999 - 1999
Job IT Risk Manager at AC Lordi
Industry Information Technology and Services
Experience
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

David Q Lee David Q Lee Greater New York City Area Details
David Q Lee's DLJdirect Experience June 1999 - December 2000
Job VP Software Developer at BNYMellon Pershing
Industry Financial Services
Experience
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

Gates Hawn Gates Hawn Phoenix, Arizona Area Details
Gates Hawn's DLJdirect Experience 1992 - 2002
Job Independent Public Director at Envestnet, Inc
Industry Financial Services
Experience
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

Linda Finnerty Linda Finnerty Greater New York City Area Details
Linda Finnerty's DLJdirect Experience 1999 - 2000
Job Assistant Professor at SUNY Fashion Institute of Technology
Industry Education Management
Experience
SUNY Fashion Institute of Technology   August 2003 - Present
DLJdirect   1999 - 2000

Education
Fordham University

Hofstra University
Advanced Study Diploma, Instructional Communications

Jon Bruckner Jon Bruckner Greater New York City Area Details
Jon Bruckner's DLJdirect Experience 1998 - 2000
Job Vice President Operations at E*TRADE Financial
Industry Financial Services
Experience
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)

Skipper Brake Skipper Brake Charlotte, North Carolina Area Details
Skipper Brake's DLJdirect Experience July 1998 - September 2000
Job VP Sr Business Relationship Mgr
Industry Banking
Experience
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

Gregory Monseliu Gregory Monseliu Greater New York City Area Details
Gregory Monseliu's DLJdirect Experience 1993 - 2001
Job Vice President at Pershing
Industry Financial Services
Experience
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

Liz Merritt, CFE Liz Merritt, CFE Charlotte, North Carolina Area Details
Liz Merritt, CFE's DLJdirect Experience 2000 - 2003
Job Manager, Internal Audit Financial Crimes
Industry Financial Services
Experience
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

Dathan Hall Dathan Hall Charlotte, North Carolina Area Details
Dathan Hall's DLJdirect Experience 1998 - 2000
Job Elite Services Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  Senior TraderHarrisdirect2004 - 2006
CSFBdirect  2000 - 2003
DLJdirect   1998 - 2000

Education
East Carolina University   1993 — 1998

James Paulin James Paulin Charlotte, North Carolina Area Details
James Paulin's DLJdirect Experience 2000 - 2001
Job CSD Support at TIAACREF
Industry Financial Services
Experience
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

Tatyana Zavalunova Tatyana Zavalunova Greater New York City Area Details
Tatyana Zavalunova's DLJdirect Experience June 2000 - August 2001
Job Software Engineer at Ipreo
Industry Program Development
Experience
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

Dejan Marin Dejan Marin Charlotte, North Carolina Area Details
Dejan Marin's DLJdirect Experience February 1999 - October 2001
Job Facilitator and Learning Consultant at TIAACREF
Industry Financial Services
Experience
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

Cynthia Hailey Cynthia Hailey Charlotte, North Carolina Area Details
Cynthia Hailey's DLJdirect Experience April 2000 - March 2001
Job Manager at TIAACREF
Industry Financial Services
Experience
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

Buttenmuller Michael Buttenmuller Michael Greater New York City Area Details
Buttenmuller Michael's DLJdirect Experience 1998 - 2000
Job Manager at E*Trade
Industry Financial Services
Experience
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

Krizan Peros Krizan Peros Greater New York City Area Details
Krizan Peros's DLJdirect Experience August 1997 - October 2004
Job Senior Manager, Syndicate at E*TRADE Financial
Industry Financial Services
Experience
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

Tom Franko Tom Franko Greater New York City Area Details
Tom Franko's DLJdirect Experience 1994 - 2001
Job Independent Law Practice Professional
Industry Law Practice
Experience
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

Mahavir Dagar Mahavir Dagar Greater New York City Area Details
Mahavir Dagar's DLJdirect Experience 2000 - 2001
Job IT Management Technology Services in Financial Industry
Industry Financial Services
Experience
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

Craig Gingold Craig Gingold Greater New York City Area Details
Craig Gingold's DLJdirect Experience April 1998 - July 2006
Job Director BSA/AML Officer at UBS
Industry Financial Services
Experience
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

Joseph Belladonna Joseph Belladonna Seattle, Washington Details
Joseph Belladonna's DLJdirect Experience July 1999 - July 2000
Job Contractor/Analyst Business Development at Russell Investments
Industry Financial Services
Experience
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